Merge dev: tax-exempt pricing fixes, job details Unicode cleanup

- Fix tax-exempt customers being charged tax on all job save/recalc paths (7 call sites in JobsController)
- Fix JS falsy-zero bug in quote preview tax calculation (item-wizard.js)
- Fix quote preview not recalculating on customer change (Create.cshtml)
- Add AddQuotePricingSnapshotFields migration (missing from prior session)
- Fix intake button rendering ✓ as literal text (Html.Raw fix)
- Clean up corrupted Unicode box-drawing chars in Job Details view

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

CLAUDE.md

@@ -478,6 +478,27 @@ All modules below are fully implemented with controllers, views, and migrations
 - In-stock inventory powder: charge for calculated usage only (surface area × lbs/sqft × unit cost)
 - Tax exempt customers (`Customer.IsTaxExempt`): `TaxPercent` defaults to 0 on quote and invoice create; customer dropdown marks exempt customers with ★
 
+### Pricing Routing Flags — Must Stay In Sync Across All Three Layers
+
+`PricingCalculationService.CalculateQuoteItemPriceAsync` routes each item to the correct pricing path using boolean flags. **These flags MUST exist identically on `QuoteItem`, `JobItem`, and `CreateQuoteItemDto`, AND be mapped in all three `JobItemAssemblyService.CreateJobItem` overloads.**
+
+| Flag | Effect if missing on JobItem |
+|------|------------------------------|
+| `IsAiItem` | Job repriced as calculated item; oven cost double-charged on every save |
+| `IsGenericItem` | ManualUnitPrice ignored; price recalculated from surface area |
+| `IsLaborItem` | Item repriced at surface-area rate instead of hours × labor rate |
+| `IsSalesItem` | ManualUnitPrice ignored; item repriced using coat/surface math |
+
+**Checklist when adding a new pricing routing flag:**
+1. Add the property to `QuoteItem` (Core/Entities)
+2. Add the property to `JobItem` (Core/Entities)
+3. Add it to `CreateQuoteItemDto` (Application/DTOs)
+4. Add it to `JobItemSeed` (private class in JobItemAssemblyService)
+5. Map it in all three `JobItemAssemblyService.CreateJobItem` overloads
+6. Include it in every `existingItemsData` JSON block in job views (`Edit.cshtml`, `EditItems.cshtml`) and in all job controller actions that build `CreateQuoteItemDto` from a `JobItem`
+7. Add a migration if the field is new on a persisted entity
+8. The structural test `PricingRoutingFlags_ExistOnBothQuoteItemAndJobItem` in `JobItemAssemblyServiceTests` will fail until steps 1–3 are done — this is intentional
+
 ### Branding
 - Application name: **Powder Coating Logix**
 - PCL logo: `wwwroot/images/pcl-logo.png` — used in sidebar header (when no tenant logo), login/register pages, sidebar footer

src/PowderCoating.Application/DTOs/Company/CompanyPreferencesDtos.cs

@@ -59,6 +59,9 @@ public class CompanyPreferencesDto
     // Blank Work Order PDF Template
     public string WoAccentColor { get; set; } = "#374151";
     public string? WoTerms { get; set; }
+
+    // Kiosk settings
+    public string KioskIntakeOutput { get; set; } = "Quote";
 }
 
 public class UpdateAppDefaultsDto
@@ -136,3 +139,11 @@ public class UpdateWorkOrderTemplateDto
     public string WoAccentColor { get; set; } = "#374151";
     [StringLength(2000)] public string? WoTerms { get; set; }
 }
+
+
+public class UpdateKioskSettingsDto
+{
+    /// <summary>"Quote" (default) or "Job" — what the kiosk creates on submission.</summary>
+    [Required]
+    public string KioskIntakeOutput { get; set; } = "Quote";
+}

src/PowderCoating.Application/DTOs/GiftCertificate/GiftCertificateDtos.cs

@@ -16,6 +16,7 @@ public class GiftCertificateListDto
     public GiftCertificateStatus Status { get; set; }
     public DateTime IssueDate { get; set; }
     public DateTime? ExpiryDate { get; set; }
+    public Guid? BatchId { get; set; }
 }
 
 public class GiftCertificateDto : GiftCertificateListDto
@@ -87,3 +88,27 @@ public class RedeemGiftCertificateDto
     [Range(0.01, 9999.99)]
     public decimal Amount { get; set; }
 }
+
+public class BulkCreateGiftCertificateDto
+{
+    [Required]
+    [Range(1, 500, ErrorMessage = "Quantity must be between 1 and 500.")]
+    [Display(Name = "Number of Certificates")]
+    public int Quantity { get; set; } = 25;
+
+    [Required]
+    [Range(1.00, 9999.99, ErrorMessage = "Amount must be between $1.00 and $9,999.99.")]
+    [Display(Name = "Face Value (each)")]
+    public decimal Amount { get; set; }
+
+    [Required]
+    [Display(Name = "Issued Reason")]
+    public GiftCertificateIssuedReason IssuedReason { get; set; } = GiftCertificateIssuedReason.Promotional;
+
+    [Display(Name = "Expiry Date (optional)")]
+    public DateTime? ExpiryDate { get; set; }
+
+    [StringLength(1000)]
+    [Display(Name = "Event / Notes (applied to all certificates)")]
+    public string? Notes { get; set; }
+}

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

@@ -32,7 +32,9 @@ public class InvoiceDto
     public string CustomerName { get; set; } = string.Empty;
     public string? CustomerEmail { get; set; }
     public string? CustomerPhone { get; set; }
+    public string? CustomerMobilePhone { get; set; }
     public bool CustomerNotifyByEmail { get; set; }
+    public bool CustomerNotifyBySms { get; set; }
     public string? PreparedById { get; set; }
     public string? PreparedByName { get; set; }
     public InvoiceStatus Status { get; set; }

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

@@ -36,6 +36,8 @@ public class IssueRefundDto
     public decimal Amount { get; set; }
     public DateTime RefundDate { get; set; } = DateTime.Today;
     public PaymentMethod RefundMethod { get; set; }
+    /// <summary>Bank/cash account money leaves when issuing a cash/card refund. Null for store credit.</summary>
+    public int? DepositAccountId { get; set; }
     public string Reason { get; set; } = string.Empty;
     public string? Reference { get; set; }
     public string? Notes { get; set; }

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

@@ -515,6 +515,9 @@ public class JobEditItemsViewModel
     public string JobNumber { get; set; } = string.Empty;
     public int? CustomerId { get; set; }
     public decimal TaxPercent { get; set; }
+    public int? OvenCostId { get; set; }
+    public int OvenBatches { get; set; } = 1;
+    public int? OvenCycleMinutes { get; set; }
     public List<CreateQuoteItemDto> JobItems { get; set; } = new();
 }
 

src/PowderCoating.Application/DTOs/Kiosk/KioskDtos.cs

@@ -0,0 +1,88 @@
+using System.ComponentModel.DataAnnotations;
+using PowderCoating.Core.Enums;
+
+namespace PowderCoating.Application.DTOs.Kiosk;
+
+// ── Staff-facing ──────────────────────────────────────────────────────────────
+
+/// <summary>Input for sending a remote intake link to a customer by email.</summary>
+public class SendRemoteLinkDto
+{
+    [Required, EmailAddress]
+    public string Email { get; set; } = string.Empty;
+
+    /// <summary>Optional — used to personalise the email greeting.</summary>
+    public string? CustomerName { get; set; }
+}
+
+// ── Customer-facing step DTOs ─────────────────────────────────────────────────
+
+/// <summary>Step 1 — Contact information submitted by the customer.</summary>
+public class SubmitKioskContactDto
+{
+    [Required, MaxLength(100)]
+    public string FirstName { get; set; } = string.Empty;
+
+    [Required, MaxLength(100)]
+    public string LastName { get; set; } = string.Empty;
+
+    [Required, Phone]
+    public string Phone { get; set; } = string.Empty;
+
+    [Required, EmailAddress]
+    public string Email { get; set; } = string.Empty;
+
+    public bool IsReturningCustomer { get; set; }
+}
+
+/// <summary>Step 2 — Job description submitted by the customer.</summary>
+public class SubmitKioskJobDto
+{
+    [Required, MaxLength(2000)]
+    public string JobDescription { get; set; } = string.Empty;
+
+    public string? HowDidYouHearAboutUs { get; set; }
+}
+
+/// <summary>Step 3 — Terms agreement (+ optional drawn signature for in-person sessions).</summary>
+public class SubmitKioskTermsDto
+{
+    [Required]
+    [Range(typeof(bool), "true", "true", ErrorMessage = "You must agree to the terms to continue.")]
+    public bool AgreedToTerms { get; set; }
+
+    public bool SmsOptIn { get; set; }
+
+    /// <summary>Base-64 PNG from signature_pad; required for InPerson sessions, null for Remote.</summary>
+    public string? SignatureDataBase64 { get; set; }
+}
+
+// ── Staff review list ─────────────────────────────────────────────────────────
+
+/// <summary>One row in the Kiosk Intakes staff review list.</summary>
+public class KioskSessionListDto
+{
+    public int              Id                 { get; set; }
+    public Guid             SessionToken       { get; set; }
+    public KioskSessionType SessionType        { get; set; }
+    public KioskSessionStatus Status           { get; set; }
+    public string           CustomerFirstName  { get; set; } = string.Empty;
+    public string           CustomerLastName   { get; set; } = string.Empty;
+    public string           CustomerEmail      { get; set; } = string.Empty;
+    public string           CustomerPhone      { get; set; } = string.Empty;
+    public string           JobDescription     { get; set; } = string.Empty;
+    public bool             SmsOptIn           { get; set; }
+    public DateTime?        SubmittedAt        { get; set; }
+    public DateTime         ExpiresAt          { get; set; }
+    public int?             LinkedCustomerId   { get; set; }
+    public int?             LinkedJobId        { get; set; }
+    public int?             LinkedQuoteId      { get; set; }
+    public string?          RemoteLinkEmail    { get; set; }
+
+    public string CustomerFullName => $"{CustomerFirstName} {CustomerLastName}".Trim();
+    public string JobDescriptionSnippet =>
+        JobDescription.Length > 80 ? JobDescription[..80] + "…" : JobDescription;
+    public bool IsConverted => LinkedJobId.HasValue || LinkedQuoteId.HasValue;
+    public bool IsExpired   => Status == KioskSessionStatus.Expired ||
+                               (Status == KioskSessionStatus.Active && DateTime.UtcNow > ExpiresAt);
+}

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

@@ -604,6 +604,11 @@ public class QuotePricingBreakdownDto
 
     public decimal SubtotalBeforeDiscount { get; set; }
 
+    public decimal PricingTierDiscountAmount { get; set; }
+    public decimal PricingTierDiscountPercent { get; set; }
+    public decimal QuoteDiscountAmount { get; set; }
+    public decimal QuoteDiscountPercent { get; set; }
+
     public decimal DiscountAmount { get; set; }
     public decimal DiscountPercent { get; set; }
 

src/PowderCoating.Application/Interfaces/INotificationService.cs

@@ -58,7 +58,7 @@ public interface INotificationService
     /// Notify customer when an invoice has been sent.
     /// Optionally includes an online payment link in the email body.
     /// </summary>
-    Task NotifyInvoiceSentAsync(Invoice invoice, byte[]? pdfAttachment = null, string? pdfFilename = null, string? paymentUrl = null, string? overrideEmail = null);
+    Task NotifyInvoiceSentAsync(Invoice invoice, byte[]? pdfAttachment = null, string? pdfFilename = null, string? paymentUrl = null, string? overrideEmail = null, bool sendSms = false, string? viewUrl = null);
 
     /// <summary>
     /// Notify customer (internal) when a payment has been recorded on an invoice.

src/PowderCoating.Application/Interfaces/IPdfService.cs

@@ -51,4 +51,10 @@ public interface IPdfService
         byte[]? companyLogo,
         string? companyLogoContentType,
         CompanyInfoDto companyInfo);
+
+    Task<byte[]> GenerateBulkGiftCertificatePdfAsync(
+        IList<GiftCertificateDto> certs,
+        byte[]? companyLogo,
+        string? companyLogoContentType,
+        CompanyInfoDto companyInfo);
 }

src/PowderCoating.Application/Mappings/CompanyProfile.cs

@@ -54,5 +54,6 @@ public class CompanyProfile : Profile
         CreateMap<UpdateQuoteTemplateDto, CompanyPreferences>();
         CreateMap<UpdateInvoiceTemplateDto, CompanyPreferences>();
         CreateMap<UpdateWorkOrderTemplateDto, CompanyPreferences>();
+        CreateMap<UpdateKioskSettingsDto, CompanyPreferences>();
     }
 }

src/PowderCoating.Application/Mappings/InvoiceProfile.cs

@@ -28,7 +28,9 @@ public class InvoiceProfile : Profile
                 ? (s.Customer.BillingEmail ?? s.Customer.Email)
                 : null))
             .ForMember(d => d.CustomerPhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.Phone : null))
+            .ForMember(d => d.CustomerMobilePhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.MobilePhone : null))
             .ForMember(d => d.CustomerNotifyByEmail, o => o.MapFrom(s => s.Customer == null || s.Customer.NotifyByEmail))
+            .ForMember(d => d.CustomerNotifyBySms, o => o.MapFrom(s => s.Customer != null && s.Customer.NotifyBySms))
             .ForMember(d => d.PreparedByName, o => o.MapFrom(s => s.PreparedBy != null
                 ? $"{s.PreparedBy.FirstName} {s.PreparedBy.LastName}".Trim()
                 : null))

src/PowderCoating.Application/Services/JobItemAssemblyService.cs

@@ -21,12 +21,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IsGenericItem = source.IsGenericItem,
                 IsLaborItem = source.IsLaborItem,
                 IsSalesItem = source.IsSalesItem,
+                IsAiItem = source.IsAiItem,
                 Sku = source.Sku,
                 ManualUnitPrice = source.ManualUnitPrice,
                 PowderCostOverride = source.PowderCostOverride,
                 UnitPrice = pricing.UnitPrice,
                 TotalPrice = pricing.TotalPrice,
-                LaborCost = pricing.TotalPrice * 0.4m,
+                LaborCost = pricing.LaborCost,
                 RequiresSandblasting = source.RequiresSandblasting,
                 RequiresMasking = source.RequiresMasking,
                 EstimatedMinutes = source.EstimatedMinutes,
@@ -106,12 +107,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IsGenericItem = source.IsGenericItem,
                 IsLaborItem = source.IsLaborItem,
                 IsSalesItem = source.IsSalesItem,
+                IsAiItem = source.IsAiItem,
                 Sku = source.Sku,
                 ManualUnitPrice = source.ManualUnitPrice,
                 PowderCostOverride = source.PowderCostOverride,
                 UnitPrice = source.UnitPrice,
                 TotalPrice = source.TotalPrice,
-                LaborCost = source.TotalPrice * 0.4m,
+                LaborCost = source.ItemLaborCost,
                 RequiresSandblasting = source.RequiresSandblasting,
                 RequiresMasking = source.RequiresMasking,
                 EstimatedMinutes = source.EstimatedMinutes,
@@ -191,6 +193,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IsGenericItem = source.IsGenericItem,
                 IsLaborItem = source.IsLaborItem,
                 IsSalesItem = source.IsSalesItem,
+                IsAiItem = source.IsAiItem,
                 Sku = source.Sku,
                 ManualUnitPrice = source.ManualUnitPrice,
                 PowderCostOverride = source.PowderCostOverride,
@@ -270,6 +273,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             IsGenericItem = seed.IsGenericItem,
             IsLaborItem = seed.IsLaborItem,
             IsSalesItem = seed.IsSalesItem,
+            IsAiItem = seed.IsAiItem,
             Sku = seed.Sku,
             ManualUnitPrice = seed.ManualUnitPrice,
             PowderCostOverride = seed.PowderCostOverride,
@@ -364,6 +368,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
         public bool IsGenericItem { get; init; }
         public bool IsLaborItem { get; init; }
         public bool IsSalesItem { get; init; }
+        public bool IsAiItem { get; init; }
         public string? Sku { get; init; }
         public decimal? ManualUnitPrice { get; init; }
         public decimal? PowderCostOverride { get; init; }

src/PowderCoating.Application/Services/PdfService.cs

@@ -1858,6 +1858,50 @@ public class PdfService : IPdfService
         });
     }
 
+    /// <summary>
+    /// Generates a multi-page PDF containing one gift certificate per page, all using the same
+    /// branded layout as the single-certificate download. Used for bulk print runs (car shows,
+    /// promotions) so staff can hand-cut and distribute a full batch from one print job.
+    /// </summary>
+    public async Task<byte[]> GenerateBulkGiftCertificatePdfAsync(
+        IList<GiftCertificateDto> certs,
+        byte[]? companyLogo,
+        string? companyLogoContentType,
+        CompanyInfoDto companyInfo)
+    {
+        QuestPDF.Settings.License = LicenseType.Community;
+        const string accent = "#7c3aed";
+        const string gold = "#b45309";
+
+        return await Task.Run(() =>
+        {
+            var doc = Document.Create(container =>
+            {
+                foreach (var cert in certs)
+                {
+                    container.Page(page =>
+                    {
+                        page.Size(PageSizes.Letter);
+                        page.Margin(0.75f, Unit.Inch);
+                        page.PageColor(Colors.White);
+                        page.DefaultTextStyle(x => x.FontSize(10).FontFamily("Arial"));
+
+                        page.Content().Element(c => ComposeGiftCertificateContent(c, cert, companyInfo, companyLogo, accent, gold));
+
+                        page.Footer().AlignCenter().Text(text =>
+                        {
+                            text.Span(companyInfo.CompanyName).FontSize(8).FontColor(Colors.Grey.Darken1);
+                            if (!string.IsNullOrWhiteSpace(companyInfo.Phone))
+                                text.Span($"  ·  {FormatPhoneNumber(companyInfo.Phone)}").FontSize(8).FontColor(Colors.Grey.Darken1);
+                        });
+                    });
+                }
+            });
+
+            return doc.GeneratePdf();
+        });
+    }
+
     /// <summary>
     /// Composes the gift certificate body with a decorative double-border frame (outer purple 3pt,
     /// inner gold 1pt) that gives the document a premium printed-certificate appearance. Inside the

src/PowderCoating.Application/Services/QuotePricingAssemblyService.cs

@@ -30,23 +30,30 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         ArgumentNullException.ThrowIfNull(quote);
         ArgumentNullException.ThrowIfNull(pricingResult);
 
-        quote.MaterialCosts = pricingResult.MaterialCosts;
-        quote.LaborCosts = pricingResult.LaborCosts;
-        quote.EquipmentCosts = pricingResult.EquipmentCosts;
-        quote.ItemsSubtotal = pricingResult.ItemsSubtotal;
-        quote.OvenBatchCost = pricingResult.OvenBatchCost;
-        quote.ShopSuppliesAmount = pricingResult.ShopSuppliesAmount;
-        quote.ShopSuppliesPercent = pricingResult.ShopSuppliesPercent;
-        quote.OverheadAmount = pricingResult.OverheadCosts;
-        quote.OverheadPercent = pricingResult.OverheadPercent;
-        quote.ProfitMargin = pricingResult.ProfitMargin;
-        quote.ProfitPercent = pricingResult.ProfitPercent;
-        quote.SubTotal = pricingResult.SubtotalBeforeDiscount;
-        quote.DiscountPercent = pricingResult.DiscountPercent;
-        quote.DiscountAmount = pricingResult.DiscountAmount;
-        quote.RushFee = pricingResult.RushFee;
-        quote.TaxAmount = pricingResult.TaxAmount;
-        quote.Total = pricingResult.Total;
+        quote.MaterialCosts                = pricingResult.MaterialCosts;
+        quote.LaborCosts                   = pricingResult.LaborCosts;
+        quote.EquipmentCosts               = pricingResult.EquipmentCosts;
+        quote.ItemsSubtotal                = pricingResult.ItemsSubtotal;
+        quote.OvenBatchCost                = pricingResult.OvenBatchCost;
+        quote.FacilityOverheadCost         = pricingResult.FacilityOverheadCost;
+        quote.FacilityOverheadRatePerHour  = pricingResult.FacilityOverheadRatePerHour;
+        quote.ShopSuppliesAmount           = pricingResult.ShopSuppliesAmount;
+        quote.ShopSuppliesPercent          = pricingResult.ShopSuppliesPercent;
+        quote.OverheadAmount               = pricingResult.OverheadCosts;
+        quote.OverheadPercent              = pricingResult.OverheadPercent;
+        quote.ProfitMargin                 = pricingResult.ProfitMargin;
+        quote.ProfitPercent                = pricingResult.ProfitPercent;
+        quote.SubTotal                     = pricingResult.SubtotalBeforeDiscount;
+        quote.PricingTierDiscountAmount    = pricingResult.PricingTierDiscountAmount;
+        quote.PricingTierDiscountPercent   = pricingResult.PricingTierDiscountPercent;
+        quote.QuoteDiscountAmount          = pricingResult.QuoteDiscountAmount;
+        quote.QuoteDiscountPercent         = pricingResult.QuoteDiscountPercent;
+        quote.DiscountPercent              = pricingResult.DiscountPercent;
+        quote.DiscountAmount               = pricingResult.DiscountAmount;
+        quote.SubtotalAfterDiscount        = pricingResult.SubtotalAfterDiscount;
+        quote.RushFee                      = pricingResult.RushFee;
+        quote.TaxAmount                    = pricingResult.TaxAmount;
+        quote.Total                        = pricingResult.Total;
     }
 
     public async Task<IReadOnlyList<QuoteItem>> CreateQuoteItemsAsync(

src/PowderCoating.Core/Entities/Accounting.cs

@@ -246,6 +246,8 @@ public class VendorCredit : BaseEntity
     public decimal Total { get; set; }
     public decimal RemainingAmount { get; set; }
     public string? Memo { get; set; }
+    /// <summary>Set by Post() when GL entries are made (DR AP / CR expense lines). Null = unposted.</summary>
+    public DateTime? PostedDate { get; set; }
 
     // Navigation
     public virtual Vendor Vendor { get; set; } = null!;

src/PowderCoating.Core/Entities/Company.cs

@@ -123,6 +123,16 @@ public class Company : BaseEntity
     public byte[]? LogoData { get; set; }  // Legacy - kept for backward compatibility
     public string? LogoContentType { get; set; }  // Legacy - kept for backward compatibility
     public string? LogoFilePath { get; set; }  // Filesystem path: /media/{CompanyId}/company-logo.{ext}
+
+    // Kiosk
+    /// <summary>
+    /// Random token written to a long-lived HttpOnly cookie on the front-desk tablet when the
+    /// owner activates the kiosk. Kiosk routes validate this token against the cookie so the
+    /// tablet can serve the intake form without requiring a logged-in user.
+    /// Null = kiosk not activated. Regenerate to revoke the current device.
+    /// </summary>
+    public string? KioskActivationToken { get; set; }
+
     // Navigation Properties
     public virtual ICollection<ApplicationUser> Users { get; set; } = new List<ApplicationUser>();
     public virtual ICollection<Customer> Customers { get; set; } = new List<Customer>();

src/PowderCoating.Core/Entities/CompanyPreferences.cs

@@ -86,6 +86,14 @@ public class CompanyPreferences : BaseEntity
     /// <summary>JSON blob persisting QB Migration Wizard step state across sessions.</summary>
     public string? QbMigrationStateJson { get; set; }
 
+    // Kiosk settings
+    /// <summary>
+    /// Controls what the kiosk creates on submission: "Quote" (default) or "Job".
+    /// Quote aligns with the default Terms text ("subject to a formal quote").
+    /// Job is for shops that price on the spot and want the work order ready immediately.
+    /// </summary>
+    public string KioskIntakeOutput { get; set; } = "Quote";
+
     // Guided activation / first-workflow onboarding
     /// <summary>Selected first-workflow path: quote_first or job_first. Null until chosen.</summary>
     public string? OnboardingPath { get; set; }

src/PowderCoating.Core/Entities/Deposit.cs

@@ -15,6 +15,10 @@ public class Deposit : BaseEntity
     public string? Notes { get; set; }
     public string? RecordedById { get; set; }
 
+    /// <summary>Bank/checking account this deposit was deposited into. Set at recording time
+    /// so the Trial Balance can immediately debit the correct bank account.</summary>
+    public int? DepositAccountId { get; set; }
+
     // Applied to invoice when invoice is created
     public int? AppliedToInvoiceId { get; set; }
     public DateTime? AppliedDate { get; set; }

src/PowderCoating.Core/Entities/GiftCertificate.cs

@@ -32,6 +32,9 @@ public class GiftCertificate : BaseEntity
     /// <summary>Set when this GC was sold via an invoice line item.</summary>
     public int? SourceInvoiceItemId { get; set; }
 
+    /// <summary>Groups all certificates created in a single bulk run. Null for individually issued certs.</summary>
+    public Guid? BatchId { get; set; }
+
     // Navigation
     public virtual Customer? RecipientCustomer { get; set; }
     public virtual Customer? PurchasingCustomer { get; set; }

src/PowderCoating.Core/Entities/Invoice.cs

@@ -28,6 +28,13 @@ public class Invoice : BaseEntity
     public decimal GiftCertificateRedeemed { get; set; }   // Sum of gift certificate redemptions
     public decimal BalanceDue => Total - AmountPaid - CreditApplied - GiftCertificateRedeemed;
 
+    /// <summary>
+    /// Permanent public token for the customer-facing invoice view page (/invoice/{token}).
+    /// Generated when the invoice is first sent (regardless of Stripe status) and never expires.
+    /// Distinct from PaymentLinkToken which is Stripe-gated and expires in 5 days.
+    /// </summary>
+    public string? PublicViewToken { get; set; }
+
     // Online payments (Stripe Connect)
     public OnlinePaymentStatus OnlinePaymentStatus { get; set; } = OnlinePaymentStatus.NotApplicable;
     public string? PaymentLinkToken { get; set; }           // Signed token for /pay/{token}

src/PowderCoating.Core/Entities/Job.cs

@@ -25,6 +25,10 @@ public class Job : BaseEntity
     // Selected oven (carried over from quote; null = company default rate)
     public int? OvenCostId { get; set; }
 
+    // Oven scheduling (carried over from quote)
+    public int OvenBatches { get; set; } = 1;
+    public int? OvenCycleMinutes { get; set; }
+
     // Pricing
     public decimal QuotedPrice { get; set; }
     public decimal FinalPrice { get; set; }
@@ -62,6 +66,10 @@ public class Job : BaseEntity
     // Used to detect when the quote was subsequently edited so the job details page can warn the user.
     public DateTime? QuoteSnapshotUpdatedAt { get; set; }
 
+    // Pricing snapshot — serialized QuotePricingBreakdownDto stored at save time so Details displays
+    // the breakdown that was actually calculated, not a re-run against current operating costs.
+    public string? PricingBreakdownJson { get; set; }
+
     // Rework tracking
     public bool IsReworkJob { get; set; }
     public int? OriginalJobId { get; set; }       // Set when this job was created as a rework

src/PowderCoating.Core/Entities/JobItem.cs

@@ -41,6 +41,10 @@ public class JobItem : BaseEntity
     // Values: "Simple" | "Moderate" | "Complex" | "Extreme"
     public string? Complexity { get; set; }
 
+    // True when this item originated from an AI Photo Quote — ManualUnitPrice is used as-is
+    // and oven cost is not double-charged (it was excluded from the AI estimate at quote level).
+    public bool IsAiItem { get; set; }
+
     // AI-generated standardized tags (comma-separated, e.g. "automotive,tubular")
     public string? AiTags { get; set; }
 

src/PowderCoating.Core/Entities/KioskSession.cs

@@ -0,0 +1,54 @@
+using PowderCoating.Core.Enums;
+
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// Represents one customer self-service intake session — either completed on the front-desk tablet
+/// (InPerson) or via an emailed link the customer fills out on their own device (Remote).
+/// Sessions are tenant-scoped and soft-deletable. Load anonymous sessions with ignoreQueryFilters:true.
+/// </summary>
+public class KioskSession : BaseEntity
+{
+    /// <summary>URL-safe GUID used in all kiosk routes; unique across the table.</summary>
+    public Guid SessionToken { get; set; } = Guid.NewGuid();
+
+    public KioskSessionType SessionType { get; set; }
+    public KioskSessionStatus Status { get; set; } = KioskSessionStatus.Active;
+
+    // ── Step 1 — Contact ─────────────────────────────────────────────────────
+    public string CustomerFirstName { get; set; } = string.Empty;
+    public string CustomerLastName  { get; set; } = string.Empty;
+    public string CustomerPhone     { get; set; } = string.Empty;
+    public string CustomerEmail     { get; set; } = string.Empty;
+    public bool   IsReturningCustomer { get; set; }
+
+    // ── Step 2 — Job Description ──────────────────────────────────────────────
+    public string  JobDescription        { get; set; } = string.Empty;
+    public string? HowDidYouHearAboutUs  { get; set; }
+
+    // ── Step 3 — Terms & Consent ──────────────────────────────────────────────
+    public bool      AgreedToTerms        { get; set; }
+    public DateTime? AgreedToTermsAt      { get; set; }
+    /// <summary>Customer opted in to SMS order updates; sets Customer.NotifyBySms on submission.</summary>
+    public bool      SmsOptIn             { get; set; }
+    /// <summary>Base-64 PNG from signature_pad; null for Remote sessions (no drawn signature required).</summary>
+    public string?   SignatureDataBase64  { get; set; }
+
+    // ── Outcome ───────────────────────────────────────────────────────────────
+    public int?      LinkedCustomerId { get; set; }
+    /// <summary>Set when KioskIntakeOutput = "Job". Null when a Quote was created instead.</summary>
+    public int?      LinkedJobId      { get; set; }
+    /// <summary>Set when KioskIntakeOutput = "Quote". Null when a Job was created instead.</summary>
+    public int?      LinkedQuoteId    { get; set; }
+    public DateTime? SubmittedAt      { get; set; }
+    /// <summary>Sessions auto-expire 2 h after creation (InPerson) or 48 h (Remote). ExpiresAt is set at creation.</summary>
+    public DateTime  ExpiresAt        { get; set; }
+
+    // ── Remote-only ───────────────────────────────────────────────────────────
+    public string?   RemoteLinkEmail   { get; set; }
+    public DateTime? RemoteLinkSentAt  { get; set; }
+
+    // ── Navigation ────────────────────────────────────────────────────────────
+    public virtual Customer? LinkedCustomer { get; set; }
+    public virtual Job?      LinkedJob      { get; set; }
+}

src/PowderCoating.Core/Entities/Quote.cs

@@ -40,26 +40,33 @@ public class Quote : BaseEntity
     public DateTime? ApprovedDate { get; set; }
     
     // Pricing — all values are snapshots captured at save time and must not be recalculated on load
-    public decimal MaterialCosts { get; set; }       // Sum of powder/material costs across all items
-    public decimal LaborCosts { get; set; }          // Sum of labor costs across all items
-    public decimal EquipmentCosts { get; set; }      // Sum of equipment costs across all items
-    public decimal ItemsSubtotal { get; set; }       // Sum of item prices before any quote-level costs
-    public decimal OvenBatchCost { get; set; }       // Oven batch charge applied at quote level
-    public decimal ShopSuppliesAmount { get; set; }  // Shop supplies dollar amount
-    public decimal ShopSuppliesPercent { get; set; } // Shop supplies percentage used
-    public decimal OverheadAmount { get; set; }      // Overhead dollar amount
-    public decimal OverheadPercent { get; set; }     // Overhead percentage used
-    public decimal ProfitMargin { get; set; }        // Profit margin dollar amount
-    public decimal ProfitPercent { get; set; }       // Profit margin percentage used
-    public decimal SubTotal { get; set; }            // SubtotalBeforeDiscount (items + oven + overhead + profit + shop supplies)
+    public decimal MaterialCosts { get; set; }              // Sum of powder/material costs across all items
+    public decimal LaborCosts { get; set; }                 // Sum of labor costs across all items
+    public decimal EquipmentCosts { get; set; }             // Sum of equipment costs across all items
+    public decimal ItemsSubtotal { get; set; }              // Sum of item prices before any quote-level costs
+    public decimal OvenBatchCost { get; set; }              // Oven batch charge applied at quote level
+    public decimal FacilityOverheadCost { get; set; }       // Rent + utilities apportioned by estimated job hours
+    public decimal FacilityOverheadRatePerHour { get; set; }// Rate used for facility overhead ($/hr)
+    public decimal ShopSuppliesAmount { get; set; }         // Shop supplies dollar amount
+    public decimal ShopSuppliesPercent { get; set; }        // Shop supplies percentage used
+    public decimal OverheadAmount { get; set; }             // Legacy overhead (now always 0; kept for migration safety)
+    public decimal OverheadPercent { get; set; }            // Legacy overhead percent
+    public decimal ProfitMargin { get; set; }               // Profit margin dollar amount (0 — baked into item prices)
+    public decimal ProfitPercent { get; set; }              // Markup % used (for display reference)
+    public decimal SubTotal { get; set; }                   // SubtotalBeforeDiscount (items + oven + facility overhead + shop supplies)
 
     // Discount Information
     public DiscountType DiscountType { get; set; } = DiscountType.None;
-    public decimal DiscountValue { get; set; } = 0; // Value entered by user (percentage or fixed amount)
-    public decimal DiscountPercent { get; set; } // Calculated: actual percentage applied
-    public decimal DiscountAmount { get; set; } // Calculated: actual dollar amount deducted
-    public string? DiscountReason { get; set; } // Why discount was applied
+    public decimal DiscountValue { get; set; } = 0;          // Value entered by user (percentage or fixed amount)
+    public decimal PricingTierDiscountAmount { get; set; }   // Discount from customer's pricing tier
+    public decimal PricingTierDiscountPercent { get; set; }  // Tier discount percentage
+    public decimal QuoteDiscountAmount { get; set; }         // Manual quote-level discount amount
+    public decimal QuoteDiscountPercent { get; set; }        // Manual quote-level discount percentage
+    public decimal DiscountPercent { get; set; }             // Combined: actual percentage applied
+    public decimal DiscountAmount { get; set; }              // Combined: actual dollar amount deducted
+    public string? DiscountReason { get; set; }              // Why discount was applied
     public bool HideDiscountFromCustomer { get; set; } = false; // Show only total on PDFs/portal
+    public decimal SubtotalAfterDiscount { get; set; }       // SubTotal minus all discounts, before rush/tax
 
     public decimal TaxPercent { get; set; }
     public decimal TaxAmount { get; set; }

src/PowderCoating.Core/Entities/Refund.cs

@@ -22,6 +22,10 @@ public class Refund : BaseEntity
     public DateTime? IssuedDate { get; set; }
     public string? IssuedById { get; set; }
 
+    /// <summary>Bank/checking account the refund was paid from. Mirrors Payment.DepositAccountId so
+    /// the Trial Balance can credit this account when computing bank balance.</summary>
+    public int? DepositAccountId { get; set; }
+
     // For store-credit refunds: the CreditMemo created on their behalf
     public int? CreditMemoId { get; set; }
 

src/PowderCoating.Core/Enums/KioskEnums.cs

@@ -0,0 +1,15 @@
+namespace PowderCoating.Core.Enums;
+
+public enum KioskSessionType
+{
+    InPerson = 0,
+    Remote   = 1
+}
+
+public enum KioskSessionStatus
+{
+    Active    = 0,
+    Submitted = 1,
+    Expired   = 2,
+    Cancelled = 3
+}

src/PowderCoating.Core/Interfaces/IUnitOfWork.cs

@@ -154,6 +154,9 @@ public interface IUnitOfWork : IDisposable
     IRepository<GiftCertificate> GiftCertificates { get; }
     IRepository<GiftCertificateRedemption> GiftCertificateRedemptions { get; }
 
+    // Customer Intake Kiosk
+    IRepository<KioskSession> KioskSessions { get; }
+
     Task<int> SaveChangesAsync();
     Task<int> CompleteAsync(); // Alias for SaveChangesAsync
 

src/PowderCoating.Core/Interfaces/Services/ICompanyListService.cs

@@ -31,10 +31,13 @@ public interface ICompanyListService
 {
     /// <summary>
     /// Returns a paged, searched, and sorted slice of non-deleted companies together with the
-    /// total unfiltered count for pagination.
+    /// total count for pagination and the count of churned accounts that are currently hidden.
+    /// When <paramref name="hideChurned"/> is true, Expired/Canceled companies whose subscription
+    /// ended more than 14 days ago are excluded from results (but still counted for the banner).
     /// </summary>
-    Task<(List<Company> Companies, int TotalCount)> GetPagedAsync(
-        string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize);
+    Task<(List<Company> Companies, int TotalCount, int ChurnedCount)> GetPagedAsync(
+        string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize,
+        bool hideChurned = true);
 
     /// <summary>
     /// Returns job, quote, customer, and wizard completion counts for each of the supplied

src/PowderCoating.Infrastructure/Data/ApplicationDbContext.cs

@@ -367,6 +367,10 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
     /// <summary>Prep-service definitions within a job template item.</summary>
     public DbSet<JobTemplateItemPrepService> JobTemplateItemPrepServices { get; set; }
 
+    // Customer Intake Kiosk
+    /// <summary>Customer self-service intake sessions (walk-in tablet or remote email link); tenant-filtered with soft delete.</summary>
+    public DbSet<KioskSession> KioskSessions { get; set; }
+
     /// <summary>
     /// Platform-wide audit log capturing who changed what and when, across all tenants.
     /// No global query filter — SuperAdmin controllers query this directly.
@@ -746,6 +750,24 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
         modelBuilder.Entity<InAppNotification>().HasQueryFilter(e =>
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
 
+        // Customer intake kiosk sessions — tenant-filtered + soft delete.
+        // Anonymous intake routes must use ignoreQueryFilters:true when loading by SessionToken.
+        modelBuilder.Entity<KioskSession>().HasQueryFilter(e =>
+            !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
+        modelBuilder.Entity<KioskSession>()
+            .HasIndex(e => e.SessionToken)
+            .IsUnique();
+        modelBuilder.Entity<KioskSession>()
+            .HasOne(k => k.LinkedCustomer)
+            .WithMany()
+            .HasForeignKey(k => k.LinkedCustomerId)
+            .OnDelete(DeleteBehavior.SetNull);
+        modelBuilder.Entity<KioskSession>()
+            .HasOne(k => k.LinkedJob)
+            .WithMany()
+            .HasForeignKey(k => k.LinkedJobId)
+            .OnDelete(DeleteBehavior.SetNull);
+
         // Account self-referencing hierarchy
         modelBuilder.Entity<Account>()
             .HasOne(a => a.ParentAccount)

src/PowderCoating.Infrastructure/Data/SeedData.cs

@@ -967,6 +967,17 @@ New accounts walk through an 18-step setup wizard to configure company informati
                 CreatedAt = DateTime.UtcNow
             },
             new NotificationTemplate
+            {
+                NotificationType = NotificationType.InvoiceSent,
+                Channel = NotificationChannel.Sms,
+                DisplayName = "Invoice Sent (SMS)",
+                Subject = null,
+                Body = "{{companyName}}: Invoice {{invoiceNumber}} for {{invoiceTotal}} is ready. View your invoice: {{viewUrl}} Reply STOP to opt out.",
+                IsActive = true,
+                CompanyId = companyId,
+                CreatedAt = DateTime.UtcNow
+            },
+            new NotificationTemplate
             {
                 NotificationType = NotificationType.PaymentReceived,
                 Channel = NotificationChannel.Email,

src/PowderCoating.Infrastructure/Migrations/20260513133925_SeedSalesDiscountsAccount.cs

@@ -0,0 +1,95 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class SeedSalesDiscountsAccount : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            // Insert the 4950 Sales Discounts contra-revenue account for every company that does
+            // not already have it. The account is credit-normal (AccountType=4 Revenue,
+            // AccountSubType=32 OtherIncome) and is debited when invoice discounts are applied so
+            // the GL balances (DR Sales Discounts / gap between CR Revenue and DR AR).
+            // Idempotent: the WHERE NOT EXISTS guard means re-running the migration is safe.
+            migrationBuilder.Sql(@"
+                INSERT INTO Accounts
+                    (AccountNumber, Name, AccountType, AccountSubType,
+                     IsSystem, IsActive, Description,
+                     CompanyId, CreatedAt, IsDeleted,
+                     CurrentBalance, OpeningBalance)
+                SELECT
+                    '4950',
+                    'Sales Discounts',
+                    4,   -- AccountType.Revenue
+                    32,  -- AccountSubType.OtherIncome
+                    1,   -- IsSystem = true
+                    1,   -- IsActive = true
+                    'Contra-revenue for invoice discounts granted to customers',
+                    c.Id,
+                    GETUTCDATE(),
+                    0,   -- IsDeleted = false
+                    0,   -- CurrentBalance
+                    0    -- OpeningBalance
+                FROM Companies c
+                WHERE c.IsDeleted = 0
+                  AND NOT EXISTS (
+                    SELECT 1 FROM Accounts a
+                    WHERE a.CompanyId = c.Id
+                      AND a.AccountNumber = '4950'
+                      AND a.IsDeleted = 0
+                  );
+            ");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 13, 39, 22, 61, DateTimeKind.Utc).AddTicks(8475));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 13, 39, 22, 61, DateTimeKind.Utc).AddTicks(8484));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 13, 39, 22, 61, DateTimeKind.Utc).AddTicks(8486));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 1, 34, 45, 450, DateTimeKind.Utc).AddTicks(8377));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 1, 34, 45, 450, DateTimeKind.Utc).AddTicks(8383));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 1, 34, 45, 450, DateTimeKind.Utc).AddTicks(8385));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260513142448_AccountingGapsPhase2.cs

@@ -0,0 +1,113 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AccountingGapsPhase2 : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<DateTime>(
+                name: "PostedDate",
+                table: "VendorCredits",
+                type: "datetime2",
+                nullable: true);
+
+            migrationBuilder.AddColumn<int>(
+                name: "DepositAccountId",
+                table: "Refunds",
+                type: "int",
+                nullable: true);
+
+            // Seed the Gift Certificate Liability account (2500) for every company that doesn't
+            // already have it. Credit-normal OtherCurrentLiability account; credited when a GC is
+            // issued and debited when redeemed or voided. Idempotent guard prevents double-seeding.
+            migrationBuilder.Sql(@"
+                INSERT INTO Accounts
+                    (AccountNumber, Name, AccountType, AccountSubType,
+                     IsSystem, IsActive, Description,
+                     CompanyId, CreatedAt, IsDeleted,
+                     CurrentBalance, OpeningBalance)
+                SELECT
+                    '2500',
+                    'Gift Certificate Liability',
+                    2,   -- AccountType.Liability
+                    12,  -- AccountSubType.OtherCurrentLiability
+                    1,   -- IsSystem = true
+                    1,   -- IsActive = true
+                    'Outstanding gift certificate obligations owed to certificate holders',
+                    c.Id,
+                    GETUTCDATE(),
+                    0,   -- IsDeleted = false
+                    0,   -- CurrentBalance
+                    0    -- OpeningBalance
+                FROM Companies c
+                WHERE c.IsDeleted = 0
+                  AND NOT EXISTS (
+                    SELECT 1 FROM Accounts a
+                    WHERE a.CompanyId = c.Id
+                      AND a.AccountNumber = '2500'
+                      AND a.IsDeleted = 0
+                  );
+            ");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 24, 44, 715, DateTimeKind.Utc).AddTicks(9166));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 24, 44, 715, DateTimeKind.Utc).AddTicks(9172));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 24, 44, 715, DateTimeKind.Utc).AddTicks(9174));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "PostedDate",
+                table: "VendorCredits");
+
+            migrationBuilder.DropColumn(
+                name: "DepositAccountId",
+                table: "Refunds");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 13, 39, 22, 61, DateTimeKind.Utc).AddTicks(8475));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 13, 39, 22, 61, DateTimeKind.Utc).AddTicks(8484));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 13, 39, 22, 61, DateTimeKind.Utc).AddTicks(8486));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260513145734_AccountingDepositsGL.cs

@@ -0,0 +1,103 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AccountingDepositsGL : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<int>(
+                name: "DepositAccountId",
+                table: "Deposits",
+                type: "int",
+                nullable: true);
+
+            // Seed account 2300 "Customer Deposits" (Liability / OtherCurrentLiability) for every
+            // company that doesn't already have it. Credited when a deposit is taken; debited when
+            // the deposit is applied to an invoice. Idempotent guard prevents double-seeding.
+            migrationBuilder.Sql(@"
+                INSERT INTO Accounts
+                    (AccountNumber, Name, AccountType, AccountSubType,
+                     IsSystem, IsActive, Description,
+                     CompanyId, CreatedAt, IsDeleted,
+                     CurrentBalance, OpeningBalance)
+                SELECT
+                    '2300',
+                    'Customer Deposits',
+                    2,   -- AccountType.Liability
+                    12,  -- AccountSubType.OtherCurrentLiability
+                    1,   -- IsSystem = true
+                    1,   -- IsActive = true
+                    'Deposits received from customers before an invoice is created; cleared when deposit is applied to invoice',
+                    c.Id,
+                    GETUTCDATE(),
+                    0,   -- IsDeleted = false
+                    0,   -- CurrentBalance
+                    0    -- OpeningBalance
+                FROM Companies c
+                WHERE c.IsDeleted = 0
+                  AND NOT EXISTS (
+                    SELECT 1 FROM Accounts a
+                    WHERE a.CompanyId = c.Id
+                      AND a.AccountNumber = '2300'
+                      AND a.IsDeleted = 0
+                  );
+            ");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5641));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5655));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5656));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "DepositAccountId",
+                table: "Deposits");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 24, 44, 715, DateTimeKind.Utc).AddTicks(9166));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 24, 44, 715, DateTimeKind.Utc).AddTicks(9172));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 24, 44, 715, DateTimeKind.Utc).AddTicks(9174));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260513184018_AddKioskIntakeSession.cs

@@ -0,0 +1,142 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddKioskIntakeSession : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "KioskActivationToken",
+                table: "Companies",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.CreateTable(
+                name: "KioskSessions",
+                columns: table => new
+                {
+                    Id = table.Column<int>(type: "int", nullable: false)
+                        .Annotation("SqlServer:Identity", "1, 1"),
+                    SessionToken = table.Column<Guid>(type: "uniqueidentifier", nullable: false),
+                    SessionType = table.Column<int>(type: "int", nullable: false),
+                    Status = table.Column<int>(type: "int", nullable: false),
+                    CustomerFirstName = table.Column<string>(type: "nvarchar(max)", nullable: false),
+                    CustomerLastName = table.Column<string>(type: "nvarchar(max)", nullable: false),
+                    CustomerPhone = table.Column<string>(type: "nvarchar(max)", nullable: false),
+                    CustomerEmail = table.Column<string>(type: "nvarchar(max)", nullable: false),
+                    IsReturningCustomer = table.Column<bool>(type: "bit", nullable: false),
+                    JobDescription = table.Column<string>(type: "nvarchar(max)", nullable: false),
+                    HowDidYouHearAboutUs = table.Column<string>(type: "nvarchar(max)", nullable: true),
+                    AgreedToTerms = table.Column<bool>(type: "bit", nullable: false),
+                    AgreedToTermsAt = table.Column<DateTime>(type: "datetime2", nullable: true),
+                    SmsOptIn = table.Column<bool>(type: "bit", nullable: false),
+                    SignatureDataBase64 = table.Column<string>(type: "nvarchar(max)", nullable: true),
+                    LinkedCustomerId = table.Column<int>(type: "int", nullable: true),
+                    LinkedJobId = table.Column<int>(type: "int", nullable: true),
+                    SubmittedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
+                    ExpiresAt = table.Column<DateTime>(type: "datetime2", nullable: false),
+                    RemoteLinkEmail = table.Column<string>(type: "nvarchar(max)", nullable: true),
+                    RemoteLinkSentAt = table.Column<DateTime>(type: "datetime2", nullable: true),
+                    CompanyId = table.Column<int>(type: "int", nullable: false),
+                    CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
+                    UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
+                    CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
+                    UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
+                    IsDeleted = table.Column<bool>(type: "bit", nullable: false),
+                    DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
+                    DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
+                },
+                constraints: table =>
+                {
+                    table.PrimaryKey("PK_KioskSessions", x => x.Id);
+                    table.ForeignKey(
+                        name: "FK_KioskSessions_Customers_LinkedCustomerId",
+                        column: x => x.LinkedCustomerId,
+                        principalTable: "Customers",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.SetNull);
+                    table.ForeignKey(
+                        name: "FK_KioskSessions_Jobs_LinkedJobId",
+                        column: x => x.LinkedJobId,
+                        principalTable: "Jobs",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.SetNull);
+                });
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8207));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8213));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8215));
+
+            migrationBuilder.CreateIndex(
+                name: "IX_KioskSessions_LinkedCustomerId",
+                table: "KioskSessions",
+                column: "LinkedCustomerId");
+
+            migrationBuilder.CreateIndex(
+                name: "IX_KioskSessions_LinkedJobId",
+                table: "KioskSessions",
+                column: "LinkedJobId");
+
+            migrationBuilder.CreateIndex(
+                name: "IX_KioskSessions_SessionToken",
+                table: "KioskSessions",
+                column: "SessionToken",
+                unique: true);
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropTable(
+                name: "KioskSessions");
+
+            migrationBuilder.DropColumn(
+                name: "KioskActivationToken",
+                table: "Companies");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5641));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5655));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5656));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260513192847_AddInvoicePublicViewToken.cs

@@ -0,0 +1,71 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddInvoicePublicViewToken : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "PublicViewToken",
+                table: "Invoices",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4259));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4264));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4266));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "PublicViewToken",
+                table: "Invoices");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8207));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8213));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8215));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260514022731_AddKioskIntakeOutputSetting.cs

@@ -0,0 +1,82 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddKioskIntakeOutputSetting : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<int>(
+                name: "LinkedQuoteId",
+                table: "KioskSessions",
+                type: "int",
+                nullable: true);
+
+            migrationBuilder.AddColumn<string>(
+                name: "KioskIntakeOutput",
+                table: "CompanyPreferences",
+                type: "nvarchar(max)",
+                nullable: false,
+                defaultValue: "");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2349));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2366));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2367));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "LinkedQuoteId",
+                table: "KioskSessions");
+
+            migrationBuilder.DropColumn(
+                name: "KioskIntakeOutput",
+                table: "CompanyPreferences");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4259));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4264));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4266));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260514200543_AddJobOvenBatchFields.cs

@@ -0,0 +1,82 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddJobOvenBatchFields : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<int>(
+                name: "OvenBatches",
+                table: "Jobs",
+                type: "int",
+                nullable: false,
+                defaultValue: 0);
+
+            migrationBuilder.AddColumn<int>(
+                name: "OvenCycleMinutes",
+                table: "Jobs",
+                type: "int",
+                nullable: true);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6420));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6425));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6426));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "OvenBatches",
+                table: "Jobs");
+
+            migrationBuilder.DropColumn(
+                name: "OvenCycleMinutes",
+                table: "Jobs");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2349));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2366));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2367));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260514204347_AddJobItemIsAiItem.cs

@@ -0,0 +1,72 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddJobItemIsAiItem : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<bool>(
+                name: "IsAiItem",
+                table: "JobItems",
+                type: "bit",
+                nullable: false,
+                defaultValue: false);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7475));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7481));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7482));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "IsAiItem",
+                table: "JobItems");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6420));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6425));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6426));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260515003030_AddGiftCertificateBatchId.cs

@@ -0,0 +1,71 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddGiftCertificateBatchId : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<Guid>(
+                name: "BatchId",
+                table: "GiftCertificates",
+                type: "uniqueidentifier",
+                nullable: true);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 297, DateTimeKind.Utc).AddTicks(7656));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 297, DateTimeKind.Utc).AddTicks(7662));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 297, DateTimeKind.Utc).AddTicks(7664));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "BatchId",
+                table: "GiftCertificates");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7475));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7481));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7482));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260515162936_AddJobPricingSnapshot.cs

@@ -0,0 +1,71 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddJobPricingSnapshot : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "PricingBreakdownJson",
+                table: "Jobs",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4618));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4623));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4625));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "PricingBreakdownJson",
+                table: "Jobs");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2464));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2473));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2474));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260515194344_AddQuotePricingSnapshotFields.cs

@@ -0,0 +1,138 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddQuotePricingSnapshotFields : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<decimal>(
+                name: "FacilityOverheadCost",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "FacilityOverheadRatePerHour",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "PricingTierDiscountAmount",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "PricingTierDiscountPercent",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "QuoteDiscountAmount",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "QuoteDiscountPercent",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "SubtotalAfterDiscount",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "FacilityOverheadCost",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "FacilityOverheadRatePerHour",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "PricingTierDiscountAmount",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "PricingTierDiscountPercent",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "QuoteDiscountAmount",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "QuoteDiscountPercent",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "SubtotalAfterDiscount",
+                table: "Quotes");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4618));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4623));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4625));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -1812,6 +1812,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<bool>("IsDeleted")
                         .HasColumnType("bit");
 
+                    b.Property<string>("KioskActivationToken")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<string>("LogoContentType")
                         .HasColumnType("nvarchar(max)");
 
@@ -2250,6 +2253,10 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<int>("JobRetentionYears")
                         .HasColumnType("int");
 
+                    b.Property<string>("KioskIntakeOutput")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int>("LogRetentionDays")
                         .HasColumnType("int");
 
@@ -2892,6 +2899,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("DeletedBy")
                         .HasColumnType("nvarchar(max)");
 
+                    b.Property<int?>("DepositAccountId")
+                        .HasColumnType("int");
+
                     b.Property<bool>("IsDeleted")
                         .HasColumnType("bit");
 
@@ -3280,6 +3290,9 @@ namespace PowderCoating.Infrastructure.Migrations
 
                     SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
 
+                    b.Property<Guid?>("BatchId")
+                        .HasColumnType("uniqueidentifier");
+
                     b.Property<string>("CertificateCode")
                         .IsRequired()
                         .HasColumnType("nvarchar(450)");
@@ -3916,6 +3929,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("PreparedById")
                         .HasColumnType("nvarchar(450)");
 
+                    b.Property<string>("PublicViewToken")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int?>("SalesTaxAccountId")
                         .HasColumnType("int");
 
@@ -4192,9 +4208,18 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<decimal>("OvenBatchCost")
                         .HasColumnType("decimal(18,2)");
 
+                    b.Property<int>("OvenBatches")
+                        .HasColumnType("int");
+
                     b.Property<int?>("OvenCostId")
                         .HasColumnType("int");
 
+                    b.Property<int?>("OvenCycleMinutes")
+                        .HasColumnType("int");
+
+                    b.Property<string>("PricingBreakdownJson")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int?>("QuoteId")
                         .HasColumnType("int");
 
@@ -4463,6 +4488,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<bool>("IncludePrepCost")
                         .HasColumnType("bit");
 
+                    b.Property<bool>("IsAiItem")
+                        .HasColumnType("bit");
+
                     b.Property<bool>("IsDeleted")
                         .HasColumnType("bit");
 
@@ -5561,6 +5589,118 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.ToTable("JournalEntryLines");
                 });
 
+            modelBuilder.Entity("PowderCoating.Core.Entities.KioskSession", b =>
+                {
+                    b.Property<int>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("int");
+
+                    SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
+
+                    b.Property<bool>("AgreedToTerms")
+                        .HasColumnType("bit");
+
+                    b.Property<DateTime?>("AgreedToTermsAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<int>("CompanyId")
+                        .HasColumnType("int");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("CreatedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<string>("CustomerEmail")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<string>("CustomerFirstName")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<string>("CustomerLastName")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<string>("CustomerPhone")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<DateTime?>("DeletedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("DeletedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<DateTime>("ExpiresAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("HowDidYouHearAboutUs")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<bool>("IsDeleted")
+                        .HasColumnType("bit");
+
+                    b.Property<bool>("IsReturningCustomer")
+                        .HasColumnType("bit");
+
+                    b.Property<string>("JobDescription")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<int?>("LinkedCustomerId")
+                        .HasColumnType("int");
+
+                    b.Property<int?>("LinkedJobId")
+                        .HasColumnType("int");
+
+                    b.Property<int?>("LinkedQuoteId")
+                        .HasColumnType("int");
+
+                    b.Property<string>("RemoteLinkEmail")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<DateTime?>("RemoteLinkSentAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<Guid>("SessionToken")
+                        .HasColumnType("uniqueidentifier");
+
+                    b.Property<int>("SessionType")
+                        .HasColumnType("int");
+
+                    b.Property<string>("SignatureDataBase64")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<bool>("SmsOptIn")
+                        .HasColumnType("bit");
+
+                    b.Property<int>("Status")
+                        .HasColumnType("int");
+
+                    b.Property<DateTime?>("SubmittedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<DateTime?>("UpdatedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("UpdatedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("LinkedCustomerId");
+
+                    b.HasIndex("LinkedJobId");
+
+                    b.HasIndex("SessionToken")
+                        .IsUnique();
+
+                    b.ToTable("KioskSessions");
+                });
+
             modelBuilder.Entity("PowderCoating.Core.Entities.MaintenanceRecord", b =>
                 {
                     b.Property<int>("Id")
@@ -6574,7 +6714,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 1,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 1, 34, 45, 450, DateTimeKind.Utc).AddTicks(8377),
+                            CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845),
                             Description = "Standard pricing for regular customers",
                             DiscountPercent = 0m,
                             IsActive = true,
@@ -6585,7 +6725,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 2,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 1, 34, 45, 450, DateTimeKind.Utc).AddTicks(8383),
+                            CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850),
                             Description = "5% discount for preferred customers",
                             DiscountPercent = 5m,
                             IsActive = true,
@@ -6596,7 +6736,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 3,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 1, 34, 45, 450, DateTimeKind.Utc).AddTicks(8385),
+                            CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852),
                             Description = "10% discount for premium customers",
                             DiscountPercent = 10m,
                             IsActive = true,
@@ -6843,6 +6983,12 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<DateTime?>("ExpirationDate")
                         .HasColumnType("datetime2");
 
+                    b.Property<decimal>("FacilityOverheadCost")
+                        .HasColumnType("decimal(18,2)");
+
+                    b.Property<decimal>("FacilityOverheadRatePerHour")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<bool>("HideDiscountFromCustomer")
                         .HasColumnType("bit");
 
@@ -6888,6 +7034,12 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("PreparedById")
                         .HasColumnType("nvarchar(450)");
 
+                    b.Property<decimal>("PricingTierDiscountAmount")
+                        .HasColumnType("decimal(18,2)");
+
+                    b.Property<decimal>("PricingTierDiscountPercent")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<decimal>("ProfitMargin")
                         .HasColumnType("decimal(18,2)");
 
@@ -6927,6 +7079,12 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<DateTime>("QuoteDate")
                         .HasColumnType("datetime2");
 
+                    b.Property<decimal>("QuoteDiscountAmount")
+                        .HasColumnType("decimal(18,2)");
+
+                    b.Property<decimal>("QuoteDiscountPercent")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<string>("QuoteNumber")
                         .IsRequired()
                         .HasColumnType("nvarchar(450)");
@@ -6952,6 +7110,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<decimal>("SubTotal")
                         .HasColumnType("decimal(18,2)");
 
+                    b.Property<decimal>("SubtotalAfterDiscount")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<string>("Tags")
                         .HasColumnType("nvarchar(max)");
 
@@ -7654,6 +7815,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("DeletedBy")
                         .HasColumnType("nvarchar(max)");
 
+                    b.Property<int?>("DepositAccountId")
+                        .HasColumnType("int");
+
                     b.Property<int>("InvoiceId")
                         .HasColumnType("int");
 
@@ -8384,6 +8548,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("Memo")
                         .HasColumnType("nvarchar(max)");
 
+                    b.Property<DateTime?>("PostedDate")
+                        .HasColumnType("datetime2");
+
                     b.Property<decimal>("RemainingAmount")
                         .HasColumnType("decimal(18,2)");
 
@@ -9712,6 +9879,23 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Navigation("JournalEntry");
                 });
 
+            modelBuilder.Entity("PowderCoating.Core.Entities.KioskSession", b =>
+                {
+                    b.HasOne("PowderCoating.Core.Entities.Customer", "LinkedCustomer")
+                        .WithMany()
+                        .HasForeignKey("LinkedCustomerId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.HasOne("PowderCoating.Core.Entities.Job", "LinkedJob")
+                        .WithMany()
+                        .HasForeignKey("LinkedJobId")
+                        .OnDelete(DeleteBehavior.SetNull);
+
+                    b.Navigation("LinkedCustomer");
+
+                    b.Navigation("LinkedJob");
+                });
+
             modelBuilder.Entity("PowderCoating.Core.Entities.MaintenanceRecord", b =>
                 {
                     b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "AssignedUser")

src/PowderCoating.Infrastructure/Repositories/UnitOfWork.cs

@@ -121,6 +121,9 @@ public class UnitOfWork : IUnitOfWork
     private IRepository<GiftCertificate>? _giftCertificates;
     private IRepository<GiftCertificateRedemption>? _giftCertificateRedemptions;
 
+    // Customer Intake Kiosk
+    private IRepository<KioskSession>? _kioskSessions;
+
     // Purchase Orders
     private IPurchaseOrderRepository? _purchaseOrders;
     private IRepository<PurchaseOrderItem>? _purchaseOrderItems;
@@ -460,6 +463,10 @@ public class UnitOfWork : IUnitOfWork
     public IRepository<GiftCertificateRedemption> GiftCertificateRedemptions =>
         _giftCertificateRedemptions ??= new Repository<GiftCertificateRedemption>(_context);
 
+    /// <summary>Repository for <see cref="KioskSession"/> customer self-service intake sessions; tenant-filtered with soft delete.</summary>
+    public IRepository<KioskSession> KioskSessions =>
+        _kioskSessions ??= new Repository<KioskSession>(_context);
+
     // Job Templates
     /// <summary>Repository for <see cref="JobTemplate"/> reusable job blueprints; tenant-filtered with soft delete.</summary>
     public IJobTemplateRepository JobTemplates =>

src/PowderCoating.Infrastructure/Services/CompanyListService.cs

@@ -1,5 +1,6 @@
 using Microsoft.EntityFrameworkCore;
 using PowderCoating.Core.Entities;
+using PowderCoating.Core.Enums;
 using PowderCoating.Core.Interfaces.Services;
 using PowderCoating.Infrastructure.Data;
 
@@ -21,15 +22,34 @@ public class CompanyListService : ICompanyListService
     }
 
     /// <inheritdoc/>
-    public async Task<(List<Company> Companies, int TotalCount)> GetPagedAsync(
-        string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize)
+    public async Task<(List<Company> Companies, int TotalCount, int ChurnedCount)> GetPagedAsync(
+        string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize,
+        bool hideChurned = true)
     {
+        var cutoff = DateTime.UtcNow.AddDays(-14);
+
+        // Always count churned regardless of hideChurned so the banner can show a number.
+        var churnedCount = await _context.Companies
+            .AsNoTracking()
+            .IgnoreQueryFilters()
+            .Where(c => !c.IsDeleted
+                && (c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
+                && c.SubscriptionEndDate != null
+                && c.SubscriptionEndDate < cutoff)
+            .CountAsync();
+
         var query = _context.Companies
             .AsNoTracking()
             .IgnoreQueryFilters()
             .Where(c => !c.IsDeleted)
             .AsQueryable();
 
+        if (hideChurned)
+            query = query.Where(c =>
+                !((c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
+                  && c.SubscriptionEndDate != null
+                  && c.SubscriptionEndDate < cutoff));
+
         if (!string.IsNullOrWhiteSpace(searchTerm))
         {
             var s = searchTerm.ToLower();
@@ -61,7 +81,7 @@ public class CompanyListService : ICompanyListService
             .Take(pageSize)
             .ToListAsync();
 
-        return (companies, totalCount);
+        return (companies, totalCount, churnedCount);
     }
 
     /// <inheritdoc/>

src/PowderCoating.Infrastructure/Services/FinancialReportService.cs

@@ -79,6 +79,53 @@ public class FinancialReportService : IFinancialReportService
                 .SumAsync(ii => (decimal?)ii.TotalPrice) ?? 0;
             if (unlinkedRevenue > 0)
                 revenueLines.Add(new FinancialReportLine { AccountNumber = "—", AccountName = "Other Sales (unclassified)", Amount = unlinkedRevenue });
+
+            // Contra-revenue: discounts granted and credit memos applied reduce gross revenue.
+            var periodDiscounts = await _context.Invoices
+                .Where(i => i.Status != InvoiceStatus.Draft && i.Status != InvoiceStatus.Voided
+                         && i.DiscountAmount > 0 && i.InvoiceDate >= from && i.InvoiceDate <= toEnd)
+                .SumAsync(i => (decimal?)i.DiscountAmount) ?? 0m;
+            var periodCredits = await _context.CreditMemoApplications
+                .Where(a => a.AppliedDate >= from && a.AppliedDate <= toEnd
+                         && a.Invoice.Status != InvoiceStatus.Voided)
+                .SumAsync(a => (decimal?)a.AmountApplied) ?? 0m;
+            var totalDeductions = periodDiscounts + periodCredits;
+            if (totalDeductions > 0)
+                revenueLines.Add(new FinancialReportLine
+                {
+                    AccountNumber = "4950",
+                    AccountName   = "Less: Sales Discounts & Credits",
+                    Amount        = -totalDeductions
+                });
+
+            // GC sales are deferred to GC Liability at issuance; revenue is recognized on redemption.
+            var periodGcReclassified = await _context.InvoiceItems
+                .Where(ii => ii.IsGiftCertificate
+                          && ii.Invoice.Status != InvoiceStatus.Draft
+                          && ii.Invoice.Status != InvoiceStatus.Voided
+                          && ii.Invoice.InvoiceDate >= from && ii.Invoice.InvoiceDate <= toEnd)
+                .SumAsync(ii => (decimal?)ii.TotalPrice) ?? 0m;
+            if (periodGcReclassified > 0)
+                revenueLines.Add(new FinancialReportLine
+                {
+                    AccountNumber = "2500",
+                    AccountName   = "Less: Gift Certificates Issued (Deferred Revenue)",
+                    Amount        = -periodGcReclassified
+                });
+
+            // Voided GCs with remaining balance are breakage income (liability extinguished).
+            var periodGcBreakage = await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.Status == GiftCertificateStatus.Voided
+                          && gc.UpdatedAt >= from && gc.UpdatedAt <= toEnd
+                          && gc.OriginalAmount > gc.RedeemedAmount)
+                .SumAsync(gc => (decimal?)(gc.OriginalAmount - gc.RedeemedAmount)) ?? 0m;
+            if (periodGcBreakage > 0)
+                revenueLines.Add(new FinancialReportLine
+                {
+                    AccountNumber = "—",
+                    AccountName   = "Gift Certificate Breakage Income",
+                    Amount        = periodGcBreakage
+                });
         }
 
         // COGS & Expenses — cash basis: expenses paid in period; accrual: by bill/expense date
@@ -200,6 +247,13 @@ public class FinancialReportService : IFinancialReportService
             .Select(g => new { Id = g.Key, Amount = g.Sum(bp => bp.Amount) })
             .ToDictionaryAsync(g => g.Id, g => g.Amount);
 
+        // AP: vendor credit applications reduce AP (DR side) when matched against specific bills.
+        var vcByApAcctBs = await _context.VendorCreditApplications
+            .Where(vca => vca.AppliedDate <= asOfEnd)
+            .GroupBy(vca => vca.VendorCredit.APAccountId)
+            .Select(g => new { Id = g.Key, Amount = g.Sum(vca => vca.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amount);
+
         var taxByAcct = await _context.Invoices
             .Where(i => i.SalesTaxAccountId != null && i.TaxAmount > 0
                      && i.Status != InvoiceStatus.Draft && i.Status != InvoiceStatus.Voided
@@ -216,18 +270,131 @@ public class FinancialReportService : IFinancialReportService
                      && p.Invoice.Status != InvoiceStatus.Voided
                      && p.Invoice.Status != InvoiceStatus.WrittenOff)
             .SumAsync(p => (decimal?)p.Amount) ?? 0;
+        // Credit memo applications reduce open AR (CR AR when a credit is applied to an invoice).
+        arCredits += await _context.CreditMemoApplications
+            .Where(a => a.AppliedDate <= asOfEnd && a.Invoice.Status != InvoiceStatus.Voided)
+            .SumAsync(a => (decimal?)a.AmountApplied) ?? 0;
+        // Refunds reverse collected payments — they re-open AR so reduce net AR credits.
+        arCredits -= await _context.Refunds
+            .Where(r => r.RefundDate <= asOfEnd && !r.IsDeleted)
+            .SumAsync(r => (decimal?)r.Amount) ?? 0m;
 
-        // Retained earnings = net P&L from inception through asOf
+        // Refunds by bank account: money that left the account (CR to checking/bank).
+        var refundsByAcctBs = await _context.Refunds
+            .Where(r => r.RefundDate <= asOfEnd && !r.IsDeleted && r.DepositAccountId != null)
+            .GroupBy(r => r.DepositAccountId!.Value)
+            .Select(g => new { Id = g.Key, Amount = g.Sum(r => r.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amount);
+
+        // Deposits by bank account: cash received at deposit recording time (DR bank).
+        var depositsByAcctDepBs = await _context.Deposits
+            .Where(d => !d.IsDeleted && d.DepositAccountId != null && d.ReceivedDate <= asOfEnd)
+            .GroupBy(d => d.DepositAccountId!.Value)
+            .Select(g => new { Id = g.Key, Amount = g.Sum(d => d.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amount);
+
+        // Customer Deposits liability (2300): credits = all deposits taken; debits = deposits applied to invoices.
+        var custDepositsAcctIdBs = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.AccountNumber == "2300" && a.IsActive && !a.IsDeleted)
+            .Select(a => (int?)a.Id).FirstOrDefaultAsync();
+        var custDepositsCreditsBs = custDepositsAcctIdBs.HasValue
+            ? (await _context.Deposits
+                .Where(d => !d.IsDeleted && d.ReceivedDate <= asOfEnd)
+                .SumAsync(d => (decimal?)d.Amount) ?? 0m) : 0m;
+        var custDepositsDebitsBs = custDepositsAcctIdBs.HasValue
+            ? (await _context.Deposits
+                .Where(d => !d.IsDeleted && d.AppliedToInvoiceId != null && d.AppliedDate <= asOfEnd)
+                .SumAsync(d => (decimal?)d.Amount) ?? 0m) : 0m;
+
+        // Gift Certificate Liability (2500): balance driven by GC issuances, redemptions, and voids.
+        var gcLiabilityAcctIdBs = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.AccountNumber == "2500" && a.IsActive && !a.IsDeleted)
+            .Select(a => (int?)a.Id).FirstOrDefaultAsync();
+        var gcLiabilityCreditsBs = gcLiabilityAcctIdBs.HasValue
+            ? (await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.IssueDate <= asOfEnd)
+                .SumAsync(gc => (decimal?)gc.OriginalAmount) ?? 0m) : 0m;
+        var gcLiabilityDebitsBs = gcLiabilityAcctIdBs.HasValue
+            ? ((await _context.GiftCertificateRedemptions
+                .Where(r => !r.IsDeleted && r.RedeemedDate <= asOfEnd)
+                .SumAsync(r => (decimal?)r.AmountRedeemed) ?? 0m)
+             + (await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.Status == GiftCertificateStatus.Voided
+                          && gc.UpdatedAt <= asOfEnd && gc.OriginalAmount > gc.RedeemedAmount)
+                .SumAsync(gc => (decimal?)(gc.OriginalAmount - gc.RedeemedAmount)) ?? 0m)) : 0m;
+
+        // Retained earnings = net P&L from inception through asOf, covering four sources:
+        // (1) invoice revenue, (2) invoice discounts, (3) direct expenses, (4) vendor bill costs,
+        // plus (5) the net effect of any posted journal entries on revenue/expense/COGS accounts
+        // (accruals, depreciation, year-end closes, and other adjustments not in the tables above).
         var lifetimeRevenue   = await _context.InvoiceItems
             .Where(ii => ii.Invoice.Status != InvoiceStatus.Draft && ii.Invoice.Status != InvoiceStatus.Voided && ii.Invoice.InvoiceDate <= asOfEnd)
             .SumAsync(ii => (decimal?)ii.TotalPrice) ?? 0;
-        var lifetimeCogs      = await _context.Expenses
+        var lifetimeDiscounts = isCash ? 0m
+            : (await _context.Invoices
+                .Where(i => i.Status != InvoiceStatus.Draft && i.Status != InvoiceStatus.Voided
+                         && i.DiscountAmount > 0 && i.InvoiceDate <= asOfEnd)
+                .SumAsync(i => (decimal?)i.DiscountAmount) ?? 0m);
+        // Credit memos applied to invoices reduce net revenue (contra-revenue, same as discounts).
+        var lifetimeCreditMemos = isCash ? 0m
+            : (await _context.CreditMemoApplications
+                .Where(a => a.AppliedDate <= asOfEnd && a.Invoice.Status != InvoiceStatus.Voided)
+                .SumAsync(a => (decimal?)a.AmountApplied) ?? 0m);
+        var lifetimeDirectExp = await _context.Expenses
             .Where(e => e.Date <= asOfEnd)
             .SumAsync(e => (decimal?)e.Amount) ?? 0;
         var lifetimeBillCosts = await _context.BillLineItems
             .Where(bli => bli.Bill.Status != BillStatus.Draft && bli.Bill.Status != BillStatus.Voided && bli.Bill.BillDate <= asOfEnd)
             .SumAsync(bli => (decimal?)bli.Amount) ?? 0;
-        var retainedEarnings = lifetimeRevenue - lifetimeCogs - lifetimeBillCosts;
+
+        // JE net effect on revenue accounts (positive = additional revenue recognised via manual JE)
+        var revenueAcctIds = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.AccountType == AccountType.Revenue && !a.IsDeleted)
+            .Select(a => a.Id).ToListAsync();
+        var expCogsAcctIds = await _context.Accounts
+            .Where(a => a.CompanyId == companyId
+                     && (a.AccountType == AccountType.Expense || a.AccountType == AccountType.CostOfGoods)
+                     && !a.IsDeleted)
+            .Select(a => a.Id).ToListAsync();
+
+        var jeRevNet = revenueAcctIds.Count > 0
+            ? (await _context.JournalEntryLines
+                .Where(l => revenueAcctIds.Contains(l.AccountId)
+                         && l.JournalEntry.Status == JournalEntryStatus.Posted
+                         && l.JournalEntry.EntryDate <= asOfEnd)
+                .SumAsync(l => (decimal?)(l.CreditAmount - l.DebitAmount)) ?? 0m)
+            : 0m;
+
+        // JE net effect on expense/COGS accounts (positive = additional expense recognised via manual JE)
+        var jeExpNet = expCogsAcctIds.Count > 0
+            ? (await _context.JournalEntryLines
+                .Where(l => expCogsAcctIds.Contains(l.AccountId)
+                         && l.JournalEntry.Status == JournalEntryStatus.Posted
+                         && l.JournalEntry.EntryDate <= asOfEnd)
+                .SumAsync(l => (decimal?)(l.DebitAmount - l.CreditAmount)) ?? 0m)
+            : 0m;
+
+        // GC items sold via invoices are reclassified to GC Liability and not yet earned income.
+        var lifetimeGcReclassified = await _context.InvoiceItems
+            .Where(ii => ii.IsGiftCertificate
+                      && ii.Invoice.Status != InvoiceStatus.Draft
+                      && ii.Invoice.Status != InvoiceStatus.Voided
+                      && ii.Invoice.InvoiceDate <= asOfEnd)
+            .SumAsync(ii => (decimal?)ii.TotalPrice) ?? 0m;
+        // Voided GCs with remaining balance become breakage income (the liability is extinguished).
+        var lifetimeGcBreakage = await _context.GiftCertificates
+            .Where(gc => !gc.IsDeleted && gc.Status == GiftCertificateStatus.Voided
+                      && gc.UpdatedAt <= asOfEnd && gc.OriginalAmount > gc.RedeemedAmount)
+            .SumAsync(gc => (decimal?)(gc.OriginalAmount - gc.RedeemedAmount)) ?? 0m;
+
+        var retainedEarnings = lifetimeRevenue + jeRevNet
+                             - lifetimeDiscounts
+                             - lifetimeCreditMemos
+                             - lifetimeGcReclassified // deferred to GC Liability, not earned yet
+                             + lifetimeGcBreakage     // breakage income when GC voided with balance
+                             - lifetimeDirectExp
+                             - lifetimeBillCosts
+                             - jeExpNet;
 
         var accounts = await _context.Accounts
             .Where(a => a.IsActive)
@@ -246,8 +413,9 @@ public class FinancialReportService : IFinancialReportService
             }
             else if (a.AccountSubType == AccountSubType.AccountsPayable)
             {
-                credits = billsByApAcct.GetValueOrDefault(a.Id);
-                debits  = bpByApAcct.GetValueOrDefault(a.Id);
+                credits  = billsByApAcct.GetValueOrDefault(a.Id);
+                debits   = bpByApAcct.GetValueOrDefault(a.Id);
+                debits  += vcByApAcctBs.GetValueOrDefault(a.Id); // vendor credit applications reduce AP
             }
             else
             {
@@ -255,6 +423,18 @@ public class FinancialReportService : IFinancialReportService
                 credits += expFromByAcct.GetValueOrDefault(a.Id);
                 credits += bpFromByAcct.GetValueOrDefault(a.Id);
                 credits += taxByAcct.GetValueOrDefault(a.Id);
+                credits += refundsByAcctBs.GetValueOrDefault(a.Id);      // refunds reduce bank balance
+                debits  += depositsByAcctDepBs.GetValueOrDefault(a.Id);  // deposits increase bank balance
+                if (gcLiabilityAcctIdBs.HasValue && a.Id == gcLiabilityAcctIdBs.Value)
+                {
+                    credits += gcLiabilityCreditsBs; // GC issued → CR liability
+                    debits  += gcLiabilityDebitsBs;  // redeemed/voided → DR liability
+                }
+                if (custDepositsAcctIdBs.HasValue && a.Id == custDepositsAcctIdBs.Value)
+                {
+                    credits += custDepositsCreditsBs; // deposits taken → CR liability
+                    debits  += custDepositsDebitsBs;  // deposits applied → DR liability
+                }
             }
 
             decimal opening = (a.OpeningBalanceDate == null || a.OpeningBalanceDate.Value.Date <= asOf)
@@ -652,20 +832,277 @@ public class FinancialReportService : IFinancialReportService
     }
 
     /// <inheritdoc/>
+    /// <remarks>
+    /// Balances are computed dynamically from transaction tables using the same pre-computed
+    /// dictionary approach as <see cref="GetBalanceSheetAsync"/>, so the <paramref name="asOf"/>
+    /// date is respected. This replaces the previous implementation that read the denormalised
+    /// <c>Account.CurrentBalance</c> field, which always reflected the current date regardless of
+    /// what date was selected.
+    /// </remarks>
     public async Task<TrialBalanceDto> GetTrialBalanceAsync(int companyId, DateTime asOf)
     {
+        var asOfEnd     = asOf.AddDays(1).AddTicks(-1);
         var companyName = await GetCompanyNameAsync(companyId);
 
+        // ── Pre-compute per-account contribution dictionaries (batch GROUP BY, no N+1) ──────
+
+        // Bank/cash: customer payments deposited here (DR)
+        var depositsByAcct = await _context.Payments
+            .Where(p => p.PaymentDate <= asOfEnd && p.DepositAccountId != null
+                     && p.Invoice.Status != InvoiceStatus.Voided
+                     && p.Invoice.Status != InvoiceStatus.WrittenOff)
+            .GroupBy(p => p.DepositAccountId!.Value)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(p => p.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // AP: vendor credit applications reduce AP (DR) — credits are applied when a vendor
+        // issues a credit note and it is matched against a specific bill.
+        var vcByApAcct = await _context.VendorCreditApplications
+            .Where(vca => vca.AppliedDate <= asOfEnd)
+            .GroupBy(vca => vca.VendorCredit.APAccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(vca => vca.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Bank/cash: expenses paid from here (CR)
+        var expFromByAcct = await _context.Expenses
+            .Where(e => e.Date <= asOfEnd)
+            .GroupBy(e => e.PaymentAccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(e => e.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Bank/cash: bill payments made from here (CR)
+        var bpFromByAcct = await _context.BillPayments
+            .Where(bp => bp.PaymentDate <= asOfEnd)
+            .GroupBy(bp => bp.BankAccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(bp => bp.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // AP: bills increase AP (CR)
+        var billsByApAcct = await _context.Bills
+            .Where(b => b.Status != BillStatus.Draft && b.Status != BillStatus.Voided && b.BillDate <= asOfEnd)
+            .GroupBy(b => b.APAccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(b => b.Total) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // AP: bill payments reduce AP (DR)
+        var bpByApAcct = await _context.BillPayments
+            .Where(bp => bp.PaymentDate <= asOfEnd)
+            .GroupBy(bp => bp.Bill.APAccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(bp => bp.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Tax liability: sales tax collected (CR)
+        var taxByAcct = await _context.Invoices
+            .Where(i => i.SalesTaxAccountId != null && i.TaxAmount > 0
+                     && i.Status != InvoiceStatus.Draft && i.Status != InvoiceStatus.Voided
+                     && i.InvoiceDate <= asOfEnd)
+            .GroupBy(i => i.SalesTaxAccountId!.Value)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(i => i.TaxAmount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Revenue accounts: invoice line items (CR)
+        var revenueByAcct = await _context.InvoiceItems
+            .Where(ii => ii.RevenueAccountId != null
+                      && ii.Invoice.Status != InvoiceStatus.Draft
+                      && ii.Invoice.Status != InvoiceStatus.Voided
+                      && ii.Invoice.InvoiceDate <= asOfEnd)
+            .GroupBy(ii => ii.RevenueAccountId!.Value)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(ii => ii.TotalPrice) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Expense accounts: direct expenses (DR)
+        var expenseByAcct = await _context.Expenses
+            .Where(e => e.Date <= asOfEnd)
+            .GroupBy(e => e.ExpenseAccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(e => e.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Expense/COGS accounts: vendor bill line items (DR)
+        var billLinesByAcct = await _context.BillLineItems
+            .Where(bli => bli.AccountId != null
+                       && bli.Bill.Status != BillStatus.Draft
+                       && bli.Bill.Status != BillStatus.Voided
+                       && bli.Bill.BillDate <= asOfEnd)
+            .GroupBy(bli => bli.AccountId!.Value)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(bli => bli.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Sales Discounts contra-revenue account: invoice discounts and credit memo applications (DR).
+        // Both reduce net revenue and are attributed to account 4950 as contra-revenue debits.
+        // Credit memo applications are also added to AR credits below so the double-entry balances.
+        var discountAcctId = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.AccountNumber == "4950" && a.IsActive && !a.IsDeleted)
+            .Select(a => (int?)a.Id)
+            .FirstOrDefaultAsync();
+        discountAcctId ??= await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.AccountType == AccountType.Revenue
+                     && a.IsActive && !a.IsDeleted && a.Name.ToLower().Contains("discount"))
+            .Select(a => (int?)a.Id)
+            .FirstOrDefaultAsync();
+
+        var cmApplied = await _context.CreditMemoApplications
+            .Where(a => a.AppliedDate <= asOfEnd
+                     && a.Invoice.Status != InvoiceStatus.Voided)
+            .SumAsync(a => (decimal?)a.AmountApplied) ?? 0m;
+
+        var discountsByAcct = new Dictionary<int, decimal>();
+        if (discountAcctId.HasValue)
+        {
+            var totalDiscounts = await _context.Invoices
+                .Where(i => i.DiscountAmount > 0
+                         && i.Status != InvoiceStatus.Draft
+                         && i.Status != InvoiceStatus.Voided
+                         && i.InvoiceDate <= asOfEnd)
+                .SumAsync(i => (decimal?)i.DiscountAmount) ?? 0m;
+            if (totalDiscounts + cmApplied > 0)
+                discountsByAcct[discountAcctId.Value] = totalDiscounts + cmApplied;
+        }
+
+        // JE lines: posted entries debit/credit all account types
+        var jeDebitsByAcct = await _context.JournalEntryLines
+            .Where(l => l.JournalEntry.Status == JournalEntryStatus.Posted
+                     && l.JournalEntry.EntryDate <= asOfEnd)
+            .GroupBy(l => l.AccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(l => l.DebitAmount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        var jeCreditsByAcct = await _context.JournalEntryLines
+            .Where(l => l.JournalEntry.Status == JournalEntryStatus.Posted
+                     && l.JournalEntry.EntryDate <= asOfEnd)
+            .GroupBy(l => l.AccountId)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(l => l.CreditAmount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // AR totals (single AR account assumed per standard small-business chart of accounts).
+        // Credits include both cash payments and credit memo applications (which reduce open AR
+        // when a customer credit is applied against a specific invoice).
+        var arTotalDebits  = await _context.Invoices
+            .Where(i => i.Status != InvoiceStatus.Draft && i.Status != InvoiceStatus.Voided
+                     && i.InvoiceDate <= asOfEnd)
+            .SumAsync(i => (decimal?)i.Total) ?? 0m;
+        var arTotalCredits = await _context.Payments
+            .Where(p => p.PaymentDate <= asOfEnd
+                     && p.Invoice.Status != InvoiceStatus.Voided
+                     && p.Invoice.Status != InvoiceStatus.WrittenOff)
+            .SumAsync(p => (decimal?)p.Amount) ?? 0m;
+        arTotalCredits += cmApplied; // credit memo applications reduce AR balance
+
+        // Refunds reverse collected payments — reduce net AR credits (re-opens the receivable).
+        var refundTotal = await _context.Refunds
+            .Where(r => r.RefundDate <= asOfEnd && !r.IsDeleted)
+            .SumAsync(r => (decimal?)r.Amount) ?? 0m;
+        arTotalCredits -= refundTotal;
+
+        // Refunds by bank account: money leaving the account (CR to checking/bank).
+        var refundsByAcct = await _context.Refunds
+            .Where(r => r.RefundDate <= asOfEnd && !r.IsDeleted && r.DepositAccountId != null)
+            .GroupBy(r => r.DepositAccountId!.Value)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(r => r.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Deposits by bank account: cash received at deposit recording time (DR bank).
+        // Deposit-sourced Payments have DepositAccountId = null, so there is no double-count with depositsByAcct.
+        var depositsByAcctDep = await _context.Deposits
+            .Where(d => !d.IsDeleted && d.DepositAccountId != null && d.ReceivedDate <= asOfEnd)
+            .GroupBy(d => d.DepositAccountId!.Value)
+            .Select(g => new { Id = g.Key, Amt = g.Sum(d => d.Amount) })
+            .ToDictionaryAsync(g => g.Id, g => g.Amt);
+
+        // Customer Deposits liability (2300): credits = all deposits taken; debits = deposits applied to invoices.
+        var custDepositsAcctId = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.AccountNumber == "2300" && a.IsActive && !a.IsDeleted)
+            .Select(a => (int?)a.Id).FirstOrDefaultAsync();
+        var custDepositsCredits = custDepositsAcctId.HasValue
+            ? (await _context.Deposits
+                .Where(d => !d.IsDeleted && d.ReceivedDate <= asOfEnd)
+                .SumAsync(d => (decimal?)d.Amount) ?? 0m) : 0m;
+        var custDepositsDebits = custDepositsAcctId.HasValue
+            ? (await _context.Deposits
+                .Where(d => !d.IsDeleted && d.AppliedToInvoiceId != null && d.AppliedDate <= asOfEnd)
+                .SumAsync(d => (decimal?)d.Amount) ?? 0m) : 0m;
+
+        // Gift Certificate Liability (2500): balance driven by GC issuances, redemptions, and voids.
+        var gcLiabilityAcctId = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.AccountNumber == "2500" && a.IsActive && !a.IsDeleted)
+            .Select(a => (int?)a.Id).FirstOrDefaultAsync();
+        var gcLiabilityCredits = gcLiabilityAcctId.HasValue
+            ? (await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.IssueDate <= asOfEnd)
+                .SumAsync(gc => (decimal?)gc.OriginalAmount) ?? 0m) : 0m;
+        var gcLiabilityDebits = gcLiabilityAcctId.HasValue
+            ? ((await _context.GiftCertificateRedemptions
+                .Where(r => !r.IsDeleted && r.RedeemedDate <= asOfEnd)
+                .SumAsync(r => (decimal?)r.AmountRedeemed) ?? 0m)
+             + (await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.Status == GiftCertificateStatus.Voided
+                          && gc.UpdatedAt <= asOfEnd && gc.OriginalAmount > gc.RedeemedAmount)
+                .SumAsync(gc => (decimal?)(gc.OriginalAmount - gc.RedeemedAmount)) ?? 0m)) : 0m;
+
+        // ── Per-account balance computation ─────────────────────────────────────────────────
+
         var accounts = await _context.Accounts
             .Where(a => a.CompanyId == companyId && a.IsActive)
             .OrderBy(a => a.AccountNumber)
             .ToListAsync();
 
-        var lines = new List<TrialBalanceLine>();
+        decimal ComputeAsOfBalance(Account a)
+        {
+            bool isDebitNormal = AccountingRules.IsNormalDebitBalance(a.AccountSubType);
+            decimal debits = 0m, credits = 0m;
 
+            if (a.AccountSubType == AccountSubType.AccountsReceivable)
+            {
+                debits  = arTotalDebits;
+                credits = arTotalCredits;
+            }
+            else if (a.AccountSubType == AccountSubType.AccountsPayable)
+            {
+                credits  = billsByApAcct.GetValueOrDefault(a.Id);
+                debits   = bpByApAcct.GetValueOrDefault(a.Id);
+                debits  += vcByApAcct.GetValueOrDefault(a.Id); // vendor credit applications reduce AP
+            }
+            else
+            {
+                // All other accounts: sum contributions from each transaction source that can
+                // post to this account. Dictionaries only contain entries for relevant account IDs,
+                // so GetValueOrDefault returns 0 for sources that do not apply to this account type.
+                debits  += depositsByAcct.GetValueOrDefault(a.Id);
+                credits += expFromByAcct.GetValueOrDefault(a.Id);
+                credits += bpFromByAcct.GetValueOrDefault(a.Id);
+                credits += taxByAcct.GetValueOrDefault(a.Id);
+                credits += revenueByAcct.GetValueOrDefault(a.Id);
+                debits  += expenseByAcct.GetValueOrDefault(a.Id);
+                debits  += billLinesByAcct.GetValueOrDefault(a.Id);
+                debits  += discountsByAcct.GetValueOrDefault(a.Id);
+                credits += refundsByAcct.GetValueOrDefault(a.Id);    // refunds reduce bank balance
+                debits  += depositsByAcctDep.GetValueOrDefault(a.Id); // deposits increase bank balance
+                if (gcLiabilityAcctId.HasValue && a.Id == gcLiabilityAcctId.Value)
+                {
+                    credits += gcLiabilityCredits; // GC issued → CR liability
+                    debits  += gcLiabilityDebits;  // redeemed/voided → DR liability
+                }
+                if (custDepositsAcctId.HasValue && a.Id == custDepositsAcctId.Value)
+                {
+                    credits += custDepositsCredits; // deposits taken → CR liability
+                    debits  += custDepositsDebits;  // deposits applied → DR liability
+                }
+            }
+
+            // Manual JEs apply to all account types (including AR/AP for unusual adjustments)
+            debits  += jeDebitsByAcct.GetValueOrDefault(a.Id);
+            credits += jeCreditsByAcct.GetValueOrDefault(a.Id);
+
+            decimal opening = (a.OpeningBalanceDate == null || a.OpeningBalanceDate.Value.Date <= asOf)
+                ? a.OpeningBalance : 0m;
+            decimal net = isDebitNormal ? debits - credits : credits - debits;
+            return opening + net;
+        }
+
+        var lines = new List<TrialBalanceLine>();
         foreach (var acct in accounts)
         {
-            if (acct.CurrentBalance == 0) continue;
+            var balance = ComputeAsOfBalance(acct);
+            if (balance == 0m) continue;
 
             var isDebitNormal = AccountingRules.IsNormalDebitBalance(acct.AccountSubType);
             var line = new TrialBalanceLine
@@ -679,14 +1116,14 @@ public class FinancialReportService : IFinancialReportService
             if (isDebitNormal)
             {
                 // Normal debit: positive balance → Debit column; negative → Credit column (abnormal)
-                if (acct.CurrentBalance >= 0) line.DebitBalance  = acct.CurrentBalance;
-                else                          line.CreditBalance = -acct.CurrentBalance;
+                if (balance >= 0m) line.DebitBalance  = balance;
+                else               line.CreditBalance = -balance;
             }
             else
             {
                 // Normal credit: positive balance → Credit column; negative → Debit column (abnormal)
-                if (acct.CurrentBalance >= 0) line.CreditBalance = acct.CurrentBalance;
-                else                          line.DebitBalance  = -acct.CurrentBalance;
+                if (balance >= 0m) line.CreditBalance = balance;
+                else               line.DebitBalance  = -balance;
             }
 
             lines.Add(line);

src/PowderCoating.Infrastructure/Services/LedgerService.cs

@@ -72,6 +72,45 @@ public class LedgerService : ILedgerService
                 LinkId = p.InvoiceId
             });
 
+        // Customer deposits recorded to this account (DEBIT — cash received at deposit time)
+        var depositedDeposits = await _context.Deposits
+            .Where(d => d.DepositAccountId == accountId
+                     && d.ReceivedDate >= fromDate && d.ReceivedDate <= toDate)
+            .ToListAsync();
+
+        foreach (var d in depositedDeposits)
+            entries.Add(new LedgerEntryDto
+            {
+                Date = d.ReceivedDate,
+                Reference = d.ReceiptNumber,
+                Source = "Customer Deposit",
+                Description = d.Notes ?? d.Reference,
+                Debit = d.Amount,
+                Credit = 0,
+                LinkController = "Jobs",
+                LinkId = d.JobId
+            });
+
+        // Refunds paid FROM this account (CREDIT — cash leaves)
+        var refundsPaidFrom = await _context.Refunds
+            .Include(r => r.Invoice)
+            .Where(r => r.DepositAccountId == accountId
+                     && r.RefundDate >= fromDate && r.RefundDate <= toDate)
+            .ToListAsync();
+
+        foreach (var r in refundsPaidFrom)
+            entries.Add(new LedgerEntryDto
+            {
+                Date = r.RefundDate,
+                Reference = r.Reference ?? $"REF-{r.Id}",
+                Source = "Refund",
+                Description = r.Reason,
+                Debit = 0,
+                Credit = r.Amount,
+                LinkController = "Invoices",
+                LinkId = r.InvoiceId
+            });
+
         // ── 2. Direct expenses paid FROM this account (CREDIT) ────────────────
         // e.g. Checking account used to pay an expense
         var expensesPaidFrom = await _context.Expenses
@@ -251,6 +290,46 @@ public class LedgerService : ILedgerService
                     LinkController = "Invoices",
                     LinkId = p.InvoiceId
                 });
+
+            // Credit memo applications reduce open AR (CREDIT)
+            var arCreditMemos = await _context.CreditMemoApplications
+                .Include(a => a.Invoice)
+                .Include(a => a.CreditMemo)
+                .Where(a => a.AppliedDate >= fromDate && a.AppliedDate <= toDate
+                         && a.Invoice.Status != InvoiceStatus.Voided)
+                .ToListAsync();
+
+            foreach (var cm in arCreditMemos)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = cm.AppliedDate,
+                    Reference = cm.CreditMemo?.MemoNumber ?? $"CM-{cm.Id}",
+                    Source = "Credit Memo",
+                    Description = $"Credit applied to {cm.Invoice?.InvoiceNumber}",
+                    Debit = 0,
+                    Credit = cm.AmountApplied,
+                    LinkController = "Invoices",
+                    LinkId = cm.InvoiceId
+                });
+
+            // Refunds re-open AR (DEBIT — customer owes again after refund)
+            var arRefunds = await _context.Refunds
+                .Include(r => r.Invoice)
+                .Where(r => r.RefundDate >= fromDate && r.RefundDate <= toDate && !r.IsDeleted)
+                .ToListAsync();
+
+            foreach (var r in arRefunds)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = r.RefundDate,
+                    Reference = r.Reference ?? $"REF-{r.Id}",
+                    Source = "Refund",
+                    Description = r.Reason,
+                    Debit = r.Amount,
+                    Credit = 0,
+                    LinkController = "Invoices",
+                    LinkId = r.InvoiceId
+                });
         }
 
         // ── 9. Accounts Payable ────────────────────────────────────────────────
@@ -296,6 +375,102 @@ public class LedgerService : ILedgerService
                     LinkController = "Bills",
                     LinkId = bp.BillId
                 });
+
+            // Vendor credit applications reduce AP (DEBIT — offset against what we owe)
+            var apVendorCredits = await _context.VendorCreditApplications
+                .Include(vca => vca.VendorCredit)
+                .Include(vca => vca.Bill)
+                .Where(vca => vca.VendorCredit.APAccountId == accountId
+                           && vca.AppliedDate >= fromDate && vca.AppliedDate <= toDate)
+                .ToListAsync();
+
+            foreach (var vca in apVendorCredits)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = vca.AppliedDate,
+                    Reference = vca.VendorCredit?.CreditNumber ?? $"VC-{vca.VendorCreditId}",
+                    Source = "Vendor Credit",
+                    Description = $"Credit applied to {vca.Bill?.BillNumber}",
+                    Debit = vca.Amount,
+                    Credit = 0,
+                    LinkController = "VendorCredits",
+                    LinkId = vca.VendorCreditId
+                });
+        }
+
+        // ── 11. Gift Certificate Liability (account 2500) ─────────────────────
+        // CR when GC is issued; DR when redeemed or voided with remaining balance.
+        if (account.AccountNumber == "2500")
+        {
+            var gcIssued = await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.IssueDate >= fromDate && gc.IssueDate <= toDate)
+                .ToListAsync();
+            foreach (var gc in gcIssued)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = gc.IssueDate, Reference = gc.CertificateCode,
+                    Source = "Gift Certificate", Description = "GC issued",
+                    Debit = 0, Credit = gc.OriginalAmount,
+                    LinkController = "GiftCertificates", LinkId = gc.Id
+                });
+
+            var gcRedemptions = await _context.GiftCertificateRedemptions
+                .Include(r => r.GiftCertificate)
+                .Where(r => !r.IsDeleted && r.RedeemedDate >= fromDate && r.RedeemedDate <= toDate)
+                .ToListAsync();
+            foreach (var r in gcRedemptions)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = r.RedeemedDate, Reference = r.GiftCertificate?.CertificateCode ?? $"GC-{r.GiftCertificateId}",
+                    Source = "GC Redemption", Description = "GC applied to invoice",
+                    Debit = r.AmountRedeemed, Credit = 0,
+                    LinkController = "GiftCertificates", LinkId = r.GiftCertificateId
+                });
+
+            var gcVoided = await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.Status == GiftCertificateStatus.Voided
+                          && gc.UpdatedAt >= fromDate && gc.UpdatedAt <= toDate
+                          && gc.OriginalAmount > gc.RedeemedAmount)
+                .ToListAsync();
+            foreach (var gc in gcVoided)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = gc.UpdatedAt.GetValueOrDefault(), Reference = gc.CertificateCode,
+                    Source = "GC Voided", Description = "Breakage income",
+                    Debit = gc.OriginalAmount - gc.RedeemedAmount, Credit = 0,
+                    LinkController = "GiftCertificates", LinkId = gc.Id
+                });
+        }
+
+        // ── 12. Customer Deposits liability (account 2300) ────────────────────
+        // CR when deposit is recorded; DR when deposit is applied to an invoice.
+        if (account.AccountNumber == "2300")
+        {
+            var depositsRecorded = await _context.Deposits
+                .Where(d => !d.IsDeleted && d.ReceivedDate >= fromDate && d.ReceivedDate <= toDate)
+                .ToListAsync();
+            foreach (var d in depositsRecorded)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = d.ReceivedDate, Reference = d.ReceiptNumber,
+                    Source = "Customer Deposit", Description = d.Notes ?? d.Reference,
+                    Debit = 0, Credit = d.Amount,
+                    LinkController = "Jobs", LinkId = d.JobId
+                });
+
+            var depositsApplied = await _context.Deposits
+                .Include(d => d.AppliedToInvoice)
+                .Where(d => !d.IsDeleted && d.AppliedToInvoiceId != null
+                         && d.AppliedDate >= fromDate && d.AppliedDate <= toDate)
+                .ToListAsync();
+            foreach (var d in depositsApplied)
+                entries.Add(new LedgerEntryDto
+                {
+                    Date = d.AppliedDate!.Value, Reference = d.AppliedToInvoice?.InvoiceNumber ?? d.ReceiptNumber,
+                    Source = "Deposit Applied", Description = $"Deposit {d.ReceiptNumber} applied to invoice",
+                    Debit = d.Amount, Credit = 0,
+                    LinkController = "Invoices", LinkId = d.AppliedToInvoiceId
+                });
         }
 
         // ── 10. Journal Entry lines touching this account ──────────────────
@@ -382,6 +557,16 @@ public class LedgerService : ILedgerService
             .Where(p => p.DepositAccountId == accountId && p.PaymentDate < beforeDate)
             .SumAsync(p => (decimal?)p.Amount) ?? 0;
 
+        // Customer deposits recorded to this account (DEBIT — cash received at deposit time)
+        debits += await _context.Deposits
+            .Where(d => !d.IsDeleted && d.DepositAccountId == accountId && d.ReceivedDate < beforeDate)
+            .SumAsync(d => (decimal?)d.Amount) ?? 0;
+
+        // Refunds paid FROM this account (CREDIT — cash leaves)
+        credits += await _context.Refunds
+            .Where(r => !r.IsDeleted && r.DepositAccountId == accountId && r.RefundDate < beforeDate)
+            .SumAsync(r => (decimal?)r.Amount) ?? 0;
+
         // 2. Direct expenses paid FROM this account (CREDIT)
         credits += await _context.Expenses
             .Where(e => e.PaymentAccountId == accountId && e.Date < beforeDate)
@@ -434,6 +619,14 @@ public class LedgerService : ILedgerService
             credits += await _context.Payments
                 .Where(p => p.PaymentDate < beforeDate)
                 .SumAsync(p => (decimal?)p.Amount) ?? 0;
+
+            credits += await _context.CreditMemoApplications
+                .Where(a => a.AppliedDate < beforeDate && a.Invoice.Status != InvoiceStatus.Voided)
+                .SumAsync(a => (decimal?)a.AmountApplied) ?? 0;
+
+            debits += await _context.Refunds
+                .Where(r => !r.IsDeleted && r.RefundDate < beforeDate)
+                .SumAsync(r => (decimal?)r.Amount) ?? 0;
         }
 
         // 9. Accounts Payable
@@ -449,6 +642,36 @@ public class LedgerService : ILedgerService
             debits += await _context.BillPayments
                 .Where(bp => bp.Bill.APAccountId == accountId && bp.PaymentDate < beforeDate)
                 .SumAsync(bp => (decimal?)bp.Amount) ?? 0;
+
+            debits += await _context.VendorCreditApplications
+                .Where(vca => vca.VendorCredit.APAccountId == accountId && vca.AppliedDate < beforeDate)
+                .SumAsync(vca => (decimal?)vca.Amount) ?? 0;
+        }
+
+        // 11. GC Liability (account 2500)
+        if (account.AccountNumber == "2500")
+        {
+            credits += await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.IssueDate < beforeDate)
+                .SumAsync(gc => (decimal?)gc.OriginalAmount) ?? 0;
+            debits += await _context.GiftCertificateRedemptions
+                .Where(r => !r.IsDeleted && r.RedeemedDate < beforeDate)
+                .SumAsync(r => (decimal?)r.AmountRedeemed) ?? 0;
+            debits += await _context.GiftCertificates
+                .Where(gc => !gc.IsDeleted && gc.Status == GiftCertificateStatus.Voided
+                          && gc.UpdatedAt < beforeDate && gc.OriginalAmount > gc.RedeemedAmount)
+                .SumAsync(gc => (decimal?)(gc.OriginalAmount - gc.RedeemedAmount)) ?? 0;
+        }
+
+        // 12. Customer Deposits liability (account 2300)
+        if (account.AccountNumber == "2300")
+        {
+            credits += await _context.Deposits
+                .Where(d => !d.IsDeleted && d.ReceivedDate < beforeDate)
+                .SumAsync(d => (decimal?)d.Amount) ?? 0;
+            debits += await _context.Deposits
+                .Where(d => !d.IsDeleted && d.AppliedToInvoiceId != null && d.AppliedDate < beforeDate)
+                .SumAsync(d => (decimal?)d.Amount) ?? 0;
         }
 
         // 10. Posted journal entry lines touching this account (prior to period)

src/PowderCoating.Infrastructure/Services/NotificationService.cs

@@ -621,7 +621,7 @@ public class NotificationService : INotificationService
     /// (the <paramref name="paymentUrl"/> parameter). Without a payment URL the email is a
     /// standard "here is your invoice" message with no payment CTA.
     /// </summary>
-    public async Task NotifyInvoiceSentAsync(Invoice invoice, byte[]? pdfAttachment = null, string? pdfFilename = null, string? paymentUrl = null, string? overrideEmail = null)
+    public async Task NotifyInvoiceSentAsync(Invoice invoice, byte[]? pdfAttachment = null, string? pdfFilename = null, string? paymentUrl = null, string? overrideEmail = null, bool sendSms = false, string? viewUrl = null)
     {
         try
         {
@@ -705,6 +705,50 @@ public class NotificationService : INotificationService
                 await WriteLog(SkippedLog(NotificationChannel.Email, NotificationType.InvoiceSent,
                     customerName, string.Join(", ", invoiceEmails), invoice.CompanyId, customerId: customer.Id, invoiceId: invoice.Id));
             }
+
+            // SMS — only when explicitly requested by staff (sendSms=true), customer has opted in,
+            // and the company's SMS is active. Uses viewUrl (permanent) so customer can see the full
+            // invoice; paymentUrl (expiring Stripe link) is surfaced on the view page itself.
+            if (sendSms)
+            {
+                var smsAllowed = await IsSmsAllowedForCompanyAsync(company);
+                var smsPhone = customer.MobilePhone ?? customer.Phone;
+                if (smsAllowed && customer.NotifyBySms && !string.IsNullOrWhiteSpace(smsPhone))
+                {
+                    var urlForSms = viewUrl ?? paymentUrl ?? string.Empty;
+                    var values = new Dictionary<string, string>
+                    {
+                        ["companyName"]    = companyName,
+                        ["invoiceNumber"]  = invoice.InvoiceNumber,
+                        ["invoiceTotal"]   = invoice.Total.ToString("C"),
+                        ["viewUrl"]        = urlForSms
+                    };
+
+                    var message = await GetRenderedSmsAsync(invoice.CompanyId, NotificationType.InvoiceSent, values,
+                        $"{companyName}: Invoice {invoice.InvoiceNumber} for {invoice.Total:C} is ready. View your invoice: {urlForSms} Reply STOP to opt out.");
+                    var (smsSent, smsError) = await _smsService.SendSmsAsync(smsPhone, message);
+
+                    await WriteLog(new NotificationLog
+                    {
+                        Channel = NotificationChannel.Sms,
+                        NotificationType = NotificationType.InvoiceSent,
+                        Status = smsSent ? NotificationStatus.Sent : NotificationStatus.Failed,
+                        RecipientName = customerName,
+                        Recipient = smsPhone,
+                        Message = message,
+                        ErrorMessage = smsError,
+                        SentAt = DateTime.UtcNow,
+                        CustomerId = customer.Id,
+                        InvoiceId = invoice.Id,
+                        CompanyId = invoice.CompanyId
+                    });
+                }
+                else if (!string.IsNullOrWhiteSpace(smsPhone))
+                {
+                    await WriteLog(SkippedLog(NotificationChannel.Sms, NotificationType.InvoiceSent,
+                        customerName, smsPhone, invoice.CompanyId, customerId: customer.Id, invoiceId: invoice.Id));
+                }
+            }
         }
         catch (Exception ex)
         {
@@ -1153,6 +1197,10 @@ public class NotificationService : INotificationService
                     "Invoice {{invoiceNumber}} from {{companyName}}",
                     "<p>Dear {{customerName}},</p><p>Please find your invoice <strong>{{invoiceNumber}}</strong> for <strong>{{invoiceTotal}}</strong> attached.{{invoiceDueDate}}</p><p>Thank you for your business with {{companyName}}.</p>"
                 ),
+                [(NotificationType.InvoiceSent, NotificationChannel.Sms)] = (
+                    null,
+                    "{{companyName}}: Invoice {{invoiceNumber}} for {{invoiceTotal}} is ready. View your invoice: {{viewUrl}} Reply STOP to opt out."
+                ),
                 [(NotificationType.PaymentReceived, NotificationChannel.Email)] = (
                     "Payment Received — Invoice {{invoiceNumber}}",
                     "<p>Dear {{customerName}},</p><p>We have received your payment of <strong>{{paymentAmount}}</strong> on {{paymentDate}} for invoice <strong>{{invoiceNumber}}</strong>.{{balanceDue}}</p><p>Thank you for your business with {{companyName}}.</p>"

src/PowderCoating.Infrastructure/Services/SeedDataService.Accounts.cs

@@ -70,6 +70,10 @@ public partial class SeedDataService
             new Account { AccountNumber = "4100", Name = "Sandblasting Revenue",      AccountType = AccountType.Revenue,    AccountSubType = AccountSubType.ServiceRevenue,      IsSystem = false, IsActive = true, Description = "Revenue from sandblasting services",         CompanyId = company.Id, CreatedAt = now },
             new Account { AccountNumber = "4200", Name = "Other Service Revenue",     AccountType = AccountType.Revenue,    AccountSubType = AccountSubType.ServiceRevenue,      IsSystem = false, IsActive = true, Description = "Revenue from other shop services",           CompanyId = company.Id, CreatedAt = now },
             new Account { AccountNumber = "4900", Name = "Other Income",              AccountType = AccountType.Revenue,    AccountSubType = AccountSubType.OtherIncome,         IsSystem = false, IsActive = true, Description = "Miscellaneous income",                       CompanyId = company.Id, CreatedAt = now },
+            // Contra-revenue: debited when invoice discounts are applied so the GL balances.
+            // A credit-normal account with a debit balance appears in the Trial Balance debit column,
+            // reducing net revenue to match the discounted AR amount that was posted.
+            new Account { AccountNumber = "4950", Name = "Sales Discounts",           AccountType = AccountType.Revenue,    AccountSubType = AccountSubType.OtherIncome,         IsSystem = true,  IsActive = true, Description = "Contra-revenue for invoice discounts granted to customers", CompanyId = company.Id, CreatedAt = now },
 
             // ── COST OF GOODS SOLD ────────────────────────────────────────────
             new Account { AccountNumber = "5000", Name = "Cost of Goods Sold",        AccountType = AccountType.CostOfGoods, AccountSubType = AccountSubType.CostOfGoodsSold,   IsSystem = false, IsActive = true, Description = "Direct cost of services delivered",          CompanyId = company.Id, CreatedAt = now },
@@ -96,4 +100,44 @@ public partial class SeedDataService
 
         return accounts.Count;
     }
+
+    /// <summary>
+    /// Ensures system accounts introduced after the initial chart-of-accounts seed exist for the
+    /// given company. Idempotent: each account is only inserted when absent, so this is safe to
+    /// call repeatedly from the "Seed Lookup Tables" flow.
+    /// Call this after <see cref="SeedDefaultChartOfAccountsAsync"/> so that newly onboarded
+    /// companies get all accounts in one pass while existing companies receive only the missing ones.
+    /// </summary>
+    /// <returns>Number of accounts inserted (0 if all are already present).</returns>
+    private async Task<int> EnsureSystemAccountsAsync(Company company)
+    {
+        var now = DateTime.UtcNow;
+        int added = 0;
+
+        // 4950 Sales Discounts — contra-revenue account introduced to balance the GL when
+        // invoice discounts are applied (DR Sales Discounts / CR Revenue gap fixed).
+        var has4950 = await _context.Set<Account>()
+            .IgnoreQueryFilters()
+            .AnyAsync(a => a.CompanyId == company.Id && a.AccountNumber == "4950" && !a.IsDeleted);
+
+        if (!has4950)
+        {
+            _context.Set<Account>().Add(new Account
+            {
+                AccountNumber  = "4950",
+                Name           = "Sales Discounts",
+                AccountType    = AccountType.Revenue,
+                AccountSubType = AccountSubType.OtherIncome,
+                IsSystem       = true,
+                IsActive       = true,
+                Description    = "Contra-revenue for invoice discounts granted to customers",
+                CompanyId      = company.Id,
+                CreatedAt      = now
+            });
+            await _context.SaveChangesAsync();
+            added++;
+        }
+
+        return added;
+    }
 }

src/PowderCoating.Infrastructure/Services/SeedDataService.cs

@@ -283,6 +283,14 @@ public partial class SeedDataService : ISeedDataService
                 result.ItemsSeeded += accountsSeeded;
             }
 
+            // Backfill any system accounts added after the initial seed (idempotent).
+            var systemAccountsAdded = await EnsureSystemAccountsAsync(company);
+            if (systemAccountsAdded > 0)
+            {
+                details.Add($"✓ {systemAccountsAdded} missing system account(s) added");
+                result.ItemsSeeded += systemAccountsAdded;
+            }
+
             result.Message = $"Lookup tables initialized for {company.CompanyName}";
             result.Details = details;
         }

src/PowderCoating.Web/Controllers/CompaniesController.cs

@@ -66,15 +66,16 @@ public class CompaniesController : Controller
         string sortColumn = "CompanyName",
         string sortDirection = "asc",
         int pageNumber = 1,
-        int pageSize = 25)
+        int pageSize = 25,
+        bool showChurned = false)
     {
         try
         {
             pageNumber = Math.Max(1, pageNumber);
             pageSize = pageSize is 10 or 25 or 50 or 100 ? pageSize : 25;
 
-            var (companies, totalCount) = await _companyList.GetPagedAsync(
-                searchTerm, sortColumn, sortDirection, pageNumber, pageSize);
+            var (companies, totalCount, churnedCount) = await _companyList.GetPagedAsync(
+                searchTerm, sortColumn, sortDirection, pageNumber, pageSize, hideChurned: !showChurned);
 
             var companyDtos = _mapper.Map<List<CompanyListDto>>(companies);
 
@@ -128,6 +129,8 @@ public class CompaniesController : Controller
             ViewBag.PageSize = pageSize;
             ViewBag.TotalPages = (int)Math.Ceiling(totalCount / (double)pageSize);
             ViewBag.ImpersonatingCompanyId = HttpContext.Session.GetInt32("ImpersonatingCompanyId");
+            ViewBag.ShowChurned = showChurned;
+            ViewBag.ChurnedCount = churnedCount;
 
             return View(companyDtos);
         }

src/PowderCoating.Web/Controllers/CompanyHealthController.cs

@@ -45,18 +45,30 @@ public class CompanyHealthController : Controller
     /// user's risk/search filters, so the KPI cards always show platform-wide totals.
     /// </para>
     /// </summary>
-    public async Task<IActionResult> Index(string? risk, string? search, bool configIssuesOnly = false)
+    public async Task<IActionResult> Index(string? risk, string? search, bool configIssuesOnly = false, bool showChurned = false)
     {
         var now = DateTime.UtcNow;
         var d30 = now.AddDays(-30);
         var d90 = now.AddDays(-90);
+        var churnedCutoff = now.AddDays(-14);
 
         // One query per signal — all keyed by CompanyId
-        var companies = await _db.Companies
+        var allCompanies = await _db.Companies
             .AsNoTracking().IgnoreQueryFilters()
             .Where(c => !c.IsDeleted)
             .ToListAsync();
 
+        var churnedCount = allCompanies.Count(c =>
+            (c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
+            && c.SubscriptionEndDate.HasValue && c.SubscriptionEndDate.Value < churnedCutoff);
+
+        var companies = showChurned
+            ? allCompanies
+            : allCompanies.Where(c =>
+                !((c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
+                  && c.SubscriptionEndDate.HasValue && c.SubscriptionEndDate.Value < churnedCutoff))
+              .ToList();
+
         var lastLogins = await _db.Users
             .AsNoTracking().IgnoreQueryFilters()
             .Where(u => u.LastLoginDate != null)
@@ -163,6 +175,8 @@ public class CompanyHealthController : Controller
         ViewBag.Risk              = risk;
         ViewBag.Search            = search;
         ViewBag.ConfigIssuesOnly  = configIssuesOnly;
+        ViewBag.ShowChurned       = showChurned;
+        ViewBag.ChurnedCount      = churnedCount;
 
         if (!string.IsNullOrWhiteSpace(search))
             all = all.Where(h =>

src/PowderCoating.Web/Controllers/CompanySettingsController.cs

@@ -543,6 +543,15 @@ public class CompanySettingsController : Controller
     public Task<IActionResult> UpdateWorkOrderTemplate([FromBody] UpdateWorkOrderTemplateDto dto) =>
         UpdatePreferences(dto, "Work order settings saved successfully.");
 
+    /// <summary>
+    /// Saves kiosk intake output preference ("Quote" or "Job") to <see cref="CompanyPreferences"/>.
+    /// Delegates to <see cref="UpdatePreferences{TDto}"/>.
+    /// </summary>
+    // POST: CompanySettings/UpdateKioskSettings
+    [HttpPost]
+    public Task<IActionResult> UpdateKioskSettings([FromBody] UpdateKioskSettingsDto dto) =>
+        UpdatePreferences(dto, "Kiosk settings saved successfully.");
+
     /// <summary>
     /// Persists the company's pricing model parameters — labor rates, sandblasting/masking multipliers,
     /// oven cost per hour, overhead admin/facility percentages, profit margin, and default tax rate —
@@ -2685,6 +2694,7 @@ public class CompanySettingsController : Controller
         {
             list.Add(("{{invoiceTotal}}", "Invoice total amount (formatted as currency)"));
             list.Add(("{{invoiceDueDate}}", "Due date phrase, e.g. \" Due by January 1, 2026.\" — blank if no due date is set"));
+            list.Add(("{{viewUrl}}", "Permanent link for the customer to view the invoice online (used in SMS)"));
         }
 
         if (type == NotificationType.PaymentReceived)

src/PowderCoating.Web/Controllers/CreditMemosController.cs

@@ -2,6 +2,7 @@ using Microsoft.AspNetCore.Authorization;
 using Microsoft.AspNetCore.Identity;
 using Microsoft.AspNetCore.Mvc;
 using Microsoft.AspNetCore.Mvc.Rendering;
+using PowderCoating.Application.Interfaces;
 using PowderCoating.Core.Entities;
 using PowderCoating.Core.Enums;
 using PowderCoating.Core.Interfaces;
@@ -15,6 +16,9 @@ namespace PowderCoating.Web.Controllers;
 /// balance and can be issued standalone (goodwill, billing correction) or linked to an original
 /// invoice (price dispute, rework resolution). Applied portions reduce invoice BalanceDue and
 /// customer.CreditBalance atomically inside a transaction.
+/// GL entries on Apply: DR 4950 Sales Discounts (contra-revenue) / CR AR — mirrors the treatment
+/// of invoice discounts so the Trial Balance and Balance Sheet reflect the applied credit as both
+/// a revenue deduction and an AR reduction.
 /// </summary>
 [Authorize(Policy = AppConstants.Policies.CompanyAdminOnly)]
 public class CreditMemosController : Controller
@@ -23,17 +27,20 @@ public class CreditMemosController : Controller
     private readonly ITenantContext _tenantContext;
     private readonly UserManager<ApplicationUser> _userManager;
     private readonly ILogger<CreditMemosController> _logger;
+    private readonly IAccountBalanceService _accountBalanceService;
 
     public CreditMemosController(
         IUnitOfWork unitOfWork,
         ITenantContext tenantContext,
         UserManager<ApplicationUser> userManager,
-        ILogger<CreditMemosController> logger)
+        ILogger<CreditMemosController> logger,
+        IAccountBalanceService accountBalanceService)
     {
         _unitOfWork = unitOfWork;
         _tenantContext = tenantContext;
         _userManager = userManager;
         _logger = logger;
+        _accountBalanceService = accountBalanceService;
     }
 
     /// <summary>Lists all credit memos for the current company with optional status and text filters.</summary>
@@ -245,6 +252,20 @@ public class CreditMemosController : Controller
                     await _unitOfWork.Invoices.UpdateAsync(invoice);
                 }
 
+                // GL: DR 4950 Sales Discounts (contra-revenue) / CR AR.
+                // The dynamic report computation attributes credit memo applications to both
+                // accounts already; this call keeps Account.CurrentBalance in sync for
+                // RecalculateAllAsync and any tools that read it directly.
+                var arAcct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                    a => a.AccountSubType == AccountSubType.AccountsReceivable && a.IsActive);
+                var discountAcct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                    a => a.AccountNumber == "4950" && a.IsActive)
+                    ?? await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                        a => a.AccountType == AccountType.Revenue && a.IsActive
+                          && a.Name.ToLower().Contains("discount"));
+                await _accountBalanceService.DebitAsync(discountAcct?.Id, applyAmount);
+                await _accountBalanceService.CreditAsync(arAcct?.Id, applyAmount);
+
                 await _unitOfWork.CompleteAsync();
             });
 

src/PowderCoating.Web/Controllers/DashboardController.cs

@@ -368,6 +368,9 @@ public class DashboardController : Controller
 
                 ViewBag.GuidedActivationBanner = BuildGuidedActivationBanner(companyPrefs);
                 ViewBag.ShopProgressWidget = await BuildShopProgressWidgetAsync(currentCompanyId.Value, companyPrefs);
+
+                var companyForKiosk = await _unitOfWork.Companies.GetByIdAsync(currentCompanyId.Value);
+                ViewBag.KioskActivated = !string.IsNullOrEmpty(companyForKiosk?.KioskActivationToken);
             }
 
             return View(vm);

src/PowderCoating.Web/Controllers/DepositsController.cs

@@ -12,6 +12,7 @@ using PowderCoating.Shared.Constants;
 using QuestPDF.Fluent;
 using QuestPDF.Helpers;
 using QuestPDF.Infrastructure;
+using AccountSubTypeEnum = PowderCoating.Core.Enums.AccountSubType;
 
 namespace PowderCoating.Web.Controllers;
 
@@ -22,17 +23,20 @@ public class DepositsController : Controller
     private readonly UserManager<ApplicationUser> _userManager;
     private readonly ILogger<DepositsController> _logger;
     private readonly ICompanyLogoService _logoService;
+    private readonly IAccountBalanceService _accountBalanceService;
 
     public DepositsController(
         IUnitOfWork unitOfWork,
         UserManager<ApplicationUser> userManager,
         ILogger<DepositsController> logger,
-        ICompanyLogoService logoService)
+        ICompanyLogoService logoService,
+        IAccountBalanceService accountBalanceService)
     {
         _unitOfWork = unitOfWork;
         _userManager = userManager;
         _logger = logger;
         _logoService = logoService;
+        _accountBalanceService = accountBalanceService;
     }
 
     // -----------------------------------------------------------------------
@@ -76,27 +80,34 @@ public class DepositsController : Controller
             if (currentUser == null) return Unauthorized();
 
             var receiptNumber = await GenerateReceiptNumberAsync(currentUser.CompanyId);
+            var checkingAcctId = await GetCheckingAccountIdAsync(currentUser.CompanyId);
 
             var deposit = new Deposit
             {
-                ReceiptNumber = receiptNumber,
-                CustomerId = customerId,
-                JobId = jobId,
-                QuoteId = quoteId,
-                Amount = amount,
-                PaymentMethod = method,
-                ReceivedDate = receivedDate,
-                Reference = reference,
-                Notes = notes,
-                RecordedById = currentUser.Id,
-                CompanyId = currentUser.CompanyId,
-                CreatedAt = DateTime.UtcNow,
-                CreatedBy = currentUser.Email
+                ReceiptNumber    = receiptNumber,
+                CustomerId       = customerId,
+                JobId            = jobId,
+                QuoteId          = quoteId,
+                Amount           = amount,
+                PaymentMethod    = method,
+                ReceivedDate     = receivedDate,
+                Reference        = reference,
+                Notes            = notes,
+                DepositAccountId = checkingAcctId,
+                RecordedById     = currentUser.Id,
+                CompanyId        = currentUser.CompanyId,
+                CreatedAt        = DateTime.UtcNow,
+                CreatedBy        = currentUser.Email
             };
 
             await _unitOfWork.Deposits.AddAsync(deposit);
             await _unitOfWork.CompleteAsync();
 
+            // GL: DR Checking (cash received) / CR Customer Deposits 2300 (liability until applied to invoice).
+            var custDepositsAcctId = await GetCustomerDepositsAccountIdAsync(currentUser.CompanyId);
+            await _accountBalanceService.DebitAsync(checkingAcctId, deposit.Amount);
+            await _accountBalanceService.CreditAsync(custDepositsAcctId, deposit.Amount);
+
             return Json(new
             {
                 success = true,
@@ -137,6 +148,11 @@ public class DepositsController : Controller
             if (deposit.AppliedToInvoiceId != null)
                 return Json(new { success = false, message = "This deposit has already been applied to an invoice and cannot be deleted." });
 
+            // Reverse the GL entry made at recording time: CR Checking / DR Customer Deposits 2300.
+            var custDepositsAcctId = await GetCustomerDepositsAccountIdAsync(deposit.CompanyId);
+            await _accountBalanceService.CreditAsync(deposit.DepositAccountId, deposit.Amount);
+            await _accountBalanceService.DebitAsync(custDepositsAcctId, deposit.Amount);
+
             await _unitOfWork.Deposits.SoftDeleteAsync(id);
             await _unitOfWork.CompleteAsync();
 
@@ -419,6 +435,24 @@ public class DepositsController : Controller
         return hex.StartsWith("#") ? hex : fallback;
     }
 
+    /// <summary>Returns the first active Checking or Cash account for the company, or null.</summary>
+    private async Task<int?> GetCheckingAccountIdAsync(int companyId)
+    {
+        var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.CompanyId == companyId && a.IsActive
+              && (a.AccountSubType == AccountSubTypeEnum.Checking
+               || a.AccountSubType == AccountSubTypeEnum.Cash));
+        return acct?.Id;
+    }
+
+    /// <summary>Returns account 2300 "Customer Deposits" liability for the company, or null.</summary>
+    private async Task<int?> GetCustomerDepositsAccountIdAsync(int companyId)
+    {
+        var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.CompanyId == companyId && a.IsActive && a.AccountNumber == "2300");
+        return acct?.Id;
+    }
+
     private async Task<(byte[]? LogoData, string? LogoContentType)> LoadCompanyLogoAsync(Company? company)
     {
         if (company == null) return (null, null);

src/PowderCoating.Web/Controllers/GiftCertificatesController.cs

@@ -10,6 +10,7 @@ using PowderCoating.Core.Enums;
 using PowderCoating.Core.Interfaces;
 using PowderCoating.Shared.Constants;
 using PowderCoating.Web.Helpers;
+using AccountSubTypeEnum = PowderCoating.Core.Enums.AccountSubType;
 
 namespace PowderCoating.Web.Controllers;
 
@@ -31,6 +32,7 @@ public class GiftCertificatesController : Controller
     private readonly UserManager<ApplicationUser> _userManager;
     private readonly IPdfService _pdfService;
     private readonly ICompanyLogoService _logoService;
+    private readonly IAccountBalanceService _accountBalanceService;
 
     public GiftCertificatesController(
         IUnitOfWork unitOfWork,
@@ -38,7 +40,8 @@ public class GiftCertificatesController : Controller
         ILogger<GiftCertificatesController> logger,
         UserManager<ApplicationUser> userManager,
         IPdfService pdfService,
-        ICompanyLogoService logoService)
+        ICompanyLogoService logoService,
+        IAccountBalanceService accountBalanceService)
     {
         _unitOfWork = unitOfWork;
         _mapper = mapper;
@@ -46,6 +49,7 @@ public class GiftCertificatesController : Controller
         _userManager = userManager;
         _pdfService = pdfService;
         _logoService = logoService;
+        _accountBalanceService = accountBalanceService;
     }
 
     /// <summary>
@@ -103,7 +107,8 @@ public class GiftCertificatesController : Controller
                 IssuedReason = gc.IssuedReason,
                 Status = gc.Status,
                 IssueDate = gc.IssueDate,
-                ExpiryDate = gc.ExpiryDate
+                ExpiryDate = gc.ExpiryDate,
+                BatchId = gc.BatchId
             })
             .ToList();
 
@@ -240,6 +245,26 @@ public class GiftCertificatesController : Controller
             await _unitOfWork.GiftCertificates.AddAsync(cert);
             await _unitOfWork.CompleteAsync();
 
+            // GL: CR Gift Certificate Liability (2500) for the face value.
+            // Debit side varies by reason:
+            //   Sold   → DR Checking (received cash outside invoice flow)
+            //   Others → DR Sales Discounts 4950 (promotional/goodwill cost)
+            var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(companyId);
+            await _accountBalanceService.CreditAsync(gcLiabilityAcctId, cert.OriginalAmount);
+            if (dto.IssuedReason == GiftCertificateIssuedReason.Sold)
+            {
+                var checkingAcctId = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                    a => a.IsActive && (a.AccountSubType == AccountSubTypeEnum.Checking
+                                     || a.AccountSubType == AccountSubTypeEnum.Cash));
+                await _accountBalanceService.DebitAsync(checkingAcctId?.Id, cert.OriginalAmount);
+            }
+            else
+            {
+                var discountAcctId = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                    a => a.IsActive && a.AccountNumber == "4950");
+                await _accountBalanceService.DebitAsync(discountAcctId?.Id, cert.OriginalAmount);
+            }
+
             TempData["Success"] = $"Gift certificate {code} for {dto.Amount:C} created successfully.";
             return RedirectToAction(nameof(Details), new { id = cert.Id });
         }
@@ -272,11 +297,24 @@ public class GiftCertificatesController : Controller
             return RedirectToAction(nameof(Details), new { id });
         }
 
+        var remaining = cert.RemainingBalance;
         cert.Status = GiftCertificateStatus.Voided;
         cert.UpdatedAt = DateTime.UtcNow;
         await _unitOfWork.GiftCertificates.UpdateAsync(cert);
         await _unitOfWork.CompleteAsync();
 
+        // GL: DR GC Liability / CR Other Income (breakage — the company keeps the unredeemed amount)
+        if (remaining > 0)
+        {
+            var currentUser = await _userManager.GetUserAsync(User);
+            var companyId   = currentUser?.CompanyId ?? 0;
+            var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(companyId);
+            var otherIncomeAcctId = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                a => a.IsActive && a.AccountSubType == AccountSubTypeEnum.OtherIncome);
+            await _accountBalanceService.DebitAsync(gcLiabilityAcctId, remaining);
+            await _accountBalanceService.CreditAsync(otherIncomeAcctId?.Id, remaining);
+        }
+
         TempData["Success"] = $"Gift certificate {cert.CertificateCode} has been voided.";
         return RedirectToAction(nameof(Index));
     }
@@ -395,6 +433,191 @@ public class GiftCertificatesController : Controller
         ViewBag.Customers = list;
     }
 
+    /// <summary>Returns the Gift Certificate Liability account ID (account 2500) for the company.</summary>
+    private async Task<int?> GetGcLiabilityAccountIdAsync(int companyId)
+    {
+        var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.IsActive && a.AccountNumber == "2500");
+        return acct?.Id;
+    }
+
+    /// <summary>
+    /// Shows the bulk certificate creation form. Defaults to Promotional reason and 25 certificates
+    /// since the primary use case is car shows and events where a batch of same-value certificates
+    /// is distributed to attendees.
+    /// </summary>
+    public IActionResult BulkCreate()
+    {
+        return View(new BulkCreateGiftCertificateDto());
+    }
+
+    /// <summary>
+    /// Creates N gift certificates in a single batch, records GL entries for each, then redirects
+    /// to a confirmation page where the user can download the full batch as a single print-ready PDF.
+    /// Certificate codes are generated sequentially so the batch occupies a contiguous range (e.g.
+    /// GC-2506-0012 through GC-2506-0036), making it easy to audit which codes belong to each event.
+    /// GL treatment mirrors single-certificate issuance: Sold certs debit Checking, all others debit
+    /// Sales Discounts (4950) and credit GC Liability (2500).
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> BulkCreate(BulkCreateGiftCertificateDto dto)
+    {
+        if (!ModelState.IsValid)
+            return View(dto);
+
+        try
+        {
+            var currentUser = await _userManager.GetUserAsync(User);
+            var companyId = currentUser?.CompanyId ?? 0;
+
+            var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(companyId);
+            int? checkingAcctId = null;
+            int? discountAcctId = null;
+
+            if (dto.IssuedReason == GiftCertificateIssuedReason.Sold)
+            {
+                var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                    a => a.IsActive && (a.AccountSubType == AccountSubTypeEnum.Checking
+                                     || a.AccountSubType == AccountSubTypeEnum.Cash));
+                checkingAcctId = acct?.Id;
+            }
+            else
+            {
+                var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+                    a => a.IsActive && a.AccountNumber == "4950");
+                discountAcctId = acct?.Id;
+            }
+
+            var batchId = Guid.NewGuid();
+            var now = DateTime.UtcNow;
+
+            for (int i = 0; i < dto.Quantity; i++)
+            {
+                var code = await GenerateCertificateCodeAsync(companyId);
+
+                var cert = new GiftCertificate
+                {
+                    CertificateCode = code,
+                    OriginalAmount = dto.Amount,
+                    RedeemedAmount = 0,
+                    IssuedReason = dto.IssuedReason,
+                    Status = GiftCertificateStatus.Active,
+                    IssueDate = now,
+                    ExpiryDate = dto.ExpiryDate,
+                    Notes = dto.Notes,
+                    IssuedById = currentUser?.Id,
+                    CompanyId = companyId,
+                    CreatedAt = now,
+                    CreatedBy = currentUser?.Email,
+                    BatchId = batchId
+                };
+
+                await _unitOfWork.GiftCertificates.AddAsync(cert);
+                await _unitOfWork.CompleteAsync();
+
+                await _accountBalanceService.CreditAsync(gcLiabilityAcctId, cert.OriginalAmount);
+                if (dto.IssuedReason == GiftCertificateIssuedReason.Sold)
+                    await _accountBalanceService.DebitAsync(checkingAcctId, cert.OriginalAmount);
+                else
+                    await _accountBalanceService.DebitAsync(discountAcctId, cert.OriginalAmount);
+            }
+
+            return RedirectToAction(nameof(BulkResult), new { batchId });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error creating bulk gift certificates");
+            this.ToastError("An error occurred creating the certificates.");
+            return View(dto);
+        }
+    }
+
+    /// <summary>
+    /// Displays the batch confirmation page. Driven by BatchId so it is bookmarkable and survives
+    /// browser back/refresh — the user can return here any time to re-download the batch PDF.
+    /// </summary>
+    public async Task<IActionResult> BulkResult(Guid batchId)
+    {
+        if (batchId == Guid.Empty)
+            return RedirectToAction(nameof(Index));
+
+        var certs = await _unitOfWork.GiftCertificates.FindAsync(
+            gc => gc.BatchId == batchId, false);
+
+        if (!certs.Any())
+            return RedirectToAction(nameof(Index));
+
+        return View(certs.OrderBy(c => c.CertificateCode).ToList());
+    }
+
+    /// <summary>
+    /// Streams a multi-page PDF for an entire batch identified by BatchId. GET endpoint so the
+    /// user can bookmark or re-open it at any time after the batch was originally created.
+    /// </summary>
+    public async Task<IActionResult> BatchDownloadPdf(Guid batchId)
+    {
+        if (batchId == Guid.Empty)
+            return BadRequest();
+
+        var currentUser = await _userManager.GetUserAsync(User);
+        var companyId = currentUser?.CompanyId ?? 0;
+        var company = await _unitOfWork.Companies.GetByIdAsync(companyId);
+
+        var companyInfo = new Application.DTOs.Company.CompanyInfoDto
+        {
+            CompanyName = company?.CompanyName ?? string.Empty,
+            Phone = company?.Phone,
+            Address = company?.Address,
+            City = company?.City,
+            State = company?.State,
+            ZipCode = company?.ZipCode,
+            PrimaryContactEmail = company?.PrimaryContactEmail
+        };
+
+        var certs = await _unitOfWork.GiftCertificates.FindAsync(
+            gc => gc.BatchId == batchId, false,
+            gc => gc.RecipientCustomer);
+
+        if (!certs.Any())
+            return NotFound();
+
+        var dtos = certs.OrderBy(c => c.CertificateCode).Select(cert => new GiftCertificateDto
+        {
+            Id = cert.Id,
+            CertificateCode = cert.CertificateCode,
+            OriginalAmount = cert.OriginalAmount,
+            RedeemedAmount = cert.RedeemedAmount,
+            RemainingBalance = cert.RemainingBalance,
+            RecipientName = cert.RecipientCustomer != null
+                ? (cert.RecipientCustomer.CompanyName ?? $"{cert.RecipientCustomer.ContactFirstName} {cert.RecipientCustomer.ContactLastName}".Trim())
+                : cert.RecipientName,
+            RecipientEmail = cert.RecipientEmail,
+            IssuedReason = cert.IssuedReason,
+            Status = cert.Status,
+            IssueDate = cert.IssueDate,
+            ExpiryDate = cert.ExpiryDate,
+            Notes = cert.Notes
+        }).ToList();
+
+        try
+        {
+            var (logoData, logoContentType) = await LoadCompanyLogoAsync(company);
+            var pdfBytes = await _pdfService.GenerateBulkGiftCertificatePdfAsync(dtos, logoData, logoContentType, companyInfo);
+            var first = dtos.First().CertificateCode;
+            var last = dtos.Last().CertificateCode;
+            var fileName = dtos.Count == 1
+                ? $"GiftCertificate-{first}.pdf"
+                : $"GiftCertificates-{first}-to-{last}.pdf";
+            return File(pdfBytes, "application/pdf", fileName);
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error generating batch gift certificate PDF for batch {BatchId}", batchId);
+            TempData["Error"] = "Could not generate PDF.";
+            return RedirectToAction(nameof(BulkResult), new { batchId });
+        }
+    }
+
     private async Task<(byte[]? LogoData, string? LogoContentType)> LoadCompanyLogoAsync(Company? company)
     {
         if (company == null) return (null, null);

src/PowderCoating.Web/Controllers/HelpController.cs

@@ -125,5 +125,13 @@ namespace PowderCoating.Web.Controllers
         {
             return View();
         }
+
+        /// <summary>
+        /// Serves the Customer Intake Kiosk help article explaining the tablet kiosk setup, the staff-triggered intake flow, and the Intakes review page.
+        /// </summary>
+        public IActionResult CustomerIntakeKiosk()
+        {
+            return View();
+        }
     }
 }

src/PowderCoating.Web/Controllers/InventoryController.cs

@@ -304,6 +304,32 @@ public class InventoryController : Controller
                 await _unitOfWork.SaveChangesAsync();
             }
 
+            // Contribute/sync to the platform powder catalog if we have enough identity data.
+            // Runs silently — a failure here never blocks the inventory save.
+            if (!string.IsNullOrWhiteSpace(dto.Manufacturer) && !string.IsNullOrWhiteSpace(dto.ManufacturerPartNumber))
+            {
+                var catalogResult = new InventoryAiLookupResult
+                {
+                    Manufacturer           = dto.Manufacturer,
+                    ManufacturerPartNumber = dto.ManufacturerPartNumber,
+                    ColorName              = dto.ColorName ?? item.Name,
+                    Finish                 = dto.Finish,
+                    CureTemperatureF       = dto.CureTemperatureF,
+                    CureTimeMinutes        = dto.CureTimeMinutes,
+                    ColorFamilies          = dto.ColorFamilies,
+                    RequiresClearCoat      = dto.RequiresClearCoat ? true : (bool?)null,
+                    CoverageSqFtPerLb      = dto.CoverageSqFtPerLb,
+                    SpecificGravity        = dto.SpecificGravity,
+                    TransferEfficiency     = dto.TransferEfficiency,
+                    UnitCostPerLb          = dto.UnitCost > 0 ? dto.UnitCost : null,
+                    SpecPageUrl            = dto.SpecPageUrl,
+                    ImageUrl               = dto.ImageUrl,
+                    SdsUrl                 = dto.SdsUrl,
+                    TdsUrl                 = dto.TdsUrl,
+                };
+                await EnrichFromCatalogAsync(catalogResult, autoContribute: true);
+            }
+
             TempData["Success"] = "Inventory item created successfully.";
             return RedirectToAction(nameof(Details), new { id = item.Id });
         }
@@ -704,6 +730,8 @@ public class InventoryController : Controller
             return Json(new { success = false, errorMessage = "No product URL provided." });
 
         var result = await _aiLookupService.LookupByUrlAsync(productUrl, colorName);
+        if (result.Success)
+            await EnrichFromCatalogAsync(result, autoContribute: true);
         return Json(result);
     }
 
@@ -750,6 +778,39 @@ public class InventoryController : Controller
             result.SdsUrl      ??= match.SdsUrl;
             result.TdsUrl      ??= match.TdsUrl;
             if (match.UnitPrice > 0) result.UnitCostPerLb ??= match.UnitPrice;
+
+            // Back-sync: fill NULL catalog fields from the incoming result so the catalog
+            // gets richer over time without overwriting anything already stored.
+            bool catalogDirty = false;
+            if (match.Finish             == null && !string.IsNullOrWhiteSpace(result.Finish))       { match.Finish             = result.Finish;             catalogDirty = true; }
+            if (match.CureTemperatureF   == null && result.CureTemperatureF  != null)                { match.CureTemperatureF   = result.CureTemperatureF;   catalogDirty = true; }
+            if (match.CureTimeMinutes    == null && result.CureTimeMinutes   != null)                { match.CureTimeMinutes    = result.CureTimeMinutes;     catalogDirty = true; }
+            if (match.ColorFamilies      == null && !string.IsNullOrWhiteSpace(result.ColorFamilies)){ match.ColorFamilies      = result.ColorFamilies;       catalogDirty = true; }
+            if (match.RequiresClearCoat  == null && result.RequiresClearCoat != null)                { match.RequiresClearCoat  = result.RequiresClearCoat;   catalogDirty = true; }
+            if (match.CoverageSqFtPerLb  == null && result.CoverageSqFtPerLb != null)               { match.CoverageSqFtPerLb  = result.CoverageSqFtPerLb;  catalogDirty = true; }
+            if (match.SpecificGravity    == null && result.SpecificGravity   != null)                { match.SpecificGravity    = result.SpecificGravity;     catalogDirty = true; }
+            if (match.TransferEfficiency == null && result.TransferEfficiency != null)               { match.TransferEfficiency = result.TransferEfficiency;  catalogDirty = true; }
+            if (string.IsNullOrWhiteSpace(match.ImageUrl)   && !string.IsNullOrWhiteSpace(result.ImageUrl))   { match.ImageUrl   = result.ImageUrl;   catalogDirty = true; }
+            if (string.IsNullOrWhiteSpace(match.ProductUrl) && !string.IsNullOrWhiteSpace(result.SpecPageUrl)){ match.ProductUrl = result.SpecPageUrl; catalogDirty = true; }
+            if (string.IsNullOrWhiteSpace(match.SdsUrl)     && !string.IsNullOrWhiteSpace(result.SdsUrl))     { match.SdsUrl     = result.SdsUrl;     catalogDirty = true; }
+            if (string.IsNullOrWhiteSpace(match.TdsUrl)     && !string.IsNullOrWhiteSpace(result.TdsUrl))     { match.TdsUrl     = result.TdsUrl;     catalogDirty = true; }
+            if (match.UnitPrice == 0 && (result.UnitCostPerLb ?? 0) > 0)                            { match.UnitPrice  = result.UnitCostPerLb!.Value;        catalogDirty = true; }
+
+            if (catalogDirty)
+            {
+                match.UpdatedAt = DateTime.UtcNow;
+                try
+                {
+                    await _unitOfWork.PowderCatalog.UpdateAsync(match);
+                    await _unitOfWork.CompleteAsync();
+                    _logger.LogInformation("Back-synced catalog gaps for {VendorName} {Sku}", match.VendorName, match.Sku);
+                }
+                catch (Exception ex)
+                {
+                    _logger.LogWarning(ex, "Failed to back-sync catalog entry {Id}", match.Id);
+                }
+            }
+
             return (true, false);
         }
 
@@ -767,6 +828,7 @@ public class InventoryController : Controller
                 VendorName         = manufacturer,
                 Sku                = sku,
                 ColorName          = colorName,
+                UnitPrice          = result.UnitCostPerLb ?? 0m,
                 CureTemperatureF   = result.CureTemperatureF,
                 CureTimeMinutes    = result.CureTimeMinutes,
                 Finish             = result.Finish,
@@ -1050,61 +1112,50 @@ public class InventoryController : Controller
             .Select(i => i.ManufacturerPartNumber!.Trim().ToLower())
             .ToHashSet();
 
-        // When a vendor is specified, search vendor-scoped first. Only widen to all vendors
-        // if the scoped search returns nothing — prevents a cross-vendor color match from
-        // being returned as the only result when the user clearly intended a specific manufacturer.
-        IEnumerable<PowderCatalogItem> matches;
-        if (!string.IsNullOrEmpty(vendorTerm))
-        {
-            matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
-                p.VendorName.ToLower().Contains(vendorTerm) && (
-                    p.Sku.ToLower() == term ||
-                    p.ColorName.ToLower().Contains(term) ||
-                    p.Sku.ToLower().Contains(term)));
-
-            // Fall back to all vendors only when the scoped search finds nothing
-            if (!matches.Any())
-            {
-                matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
-                    p.Sku.ToLower() == term ||
-                    p.ColorName.ToLower().Contains(term) ||
-                    p.Sku.ToLower().Contains(term));
-            }
-        }
-        else
-        {
-            matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
-                p.Sku.ToLower() == term ||
-                p.ColorName.ToLower().Contains(term) ||
-                p.Sku.ToLower().Contains(term));
-        }
+        // Single query — all partial color/SKU matches across all vendors.
+        // Results are ranked: exact vendor + exact color (isExact=true) sorts first and
+        // triggers auto-fill in the JS. Everything else goes to the picker modal.
+        // This means a user who typed "Columbia Coatings" + "Lime Green" gets auto-fill
+        // only when that exact product is in the catalog; otherwise they see a ranked modal
+        // with same-vendor results at the top and a "Not Listed — Search Online" escape hatch.
+        var matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
+            p.ColorName.ToLower().Contains(term) ||
+            p.Sku.ToLower() == term ||
+            p.Sku.ToLower().Contains(term));
 
         var results = matches
             .Where(p => !existingSkus.Contains(p.Sku.ToLower()))
-            .OrderBy(p => p.Sku.ToLower() == term ? 0 : 1)
-            .ThenBy(p => p.ColorName)
-            .Select(p => new
+            .Select(p =>
             {
-                id = p.Id,
-                vendorName = p.VendorName,
-                sku = p.Sku,
-                colorName = p.ColorName,
-                description = p.Description,
-                unitPrice = p.UnitPrice,
-                imageUrl = p.ImageUrl,
-                sdsUrl = p.SdsUrl,
-                tdsUrl = p.TdsUrl,
-                applicationGuideUrl = p.ApplicationGuideUrl,
-                productUrl = p.ProductUrl,
-                isDiscontinued = p.IsDiscontinued,
-                cureTemperatureF = p.CureTemperatureF,
-                cureTimeMinutes = p.CureTimeMinutes,
-                finish = p.Finish,
-                colorFamilies = p.ColorFamilies,
-                requiresClearCoat = p.RequiresClearCoat,
-                coverageSqFtPerLb = p.CoverageSqFtPerLb,
-                specificGravity = p.SpecificGravity,
-                transferEfficiency = GetEffectiveTransferEfficiency(p.TransferEfficiency)
+                var vendorMatch = string.IsNullOrEmpty(vendorTerm) || p.VendorName.ToLower().Contains(vendorTerm);
+                var colorExact  = p.ColorName.ToLower() == term;
+                return (p, isExact: vendorMatch && colorExact, vendorMatch, colorExact);
+            })
+            .OrderBy(x => x.isExact ? 0 : x.vendorMatch ? 1 : x.colorExact ? 2 : 3)
+            .ThenBy(x => x.p.ColorName)
+            .Select(x => new
+            {
+                id = x.p.Id,
+                vendorName = x.p.VendorName,
+                sku = x.p.Sku,
+                colorName = x.p.ColorName,
+                description = x.p.Description,
+                unitPrice = x.p.UnitPrice,
+                imageUrl = x.p.ImageUrl,
+                sdsUrl = x.p.SdsUrl,
+                tdsUrl = x.p.TdsUrl,
+                applicationGuideUrl = x.p.ApplicationGuideUrl,
+                productUrl = x.p.ProductUrl,
+                isDiscontinued = x.p.IsDiscontinued,
+                isExact = x.isExact,
+                cureTemperatureF = x.p.CureTemperatureF,
+                cureTimeMinutes = x.p.CureTimeMinutes,
+                finish = x.p.Finish,
+                colorFamilies = x.p.ColorFamilies,
+                requiresClearCoat = x.p.RequiresClearCoat,
+                coverageSqFtPerLb = x.p.CoverageSqFtPerLb,
+                specificGravity = x.p.SpecificGravity,
+                transferEfficiency = GetEffectiveTransferEfficiency(x.p.TransferEfficiency)
             })
             .ToList();
 

src/PowderCoating.Web/Controllers/InvoicesController.cs

@@ -1,9 +1,11 @@
+using System.Text.Json;
 using AutoMapper;
 using Microsoft.AspNetCore.Authorization;
 using Microsoft.AspNetCore.Identity;
 using Microsoft.AspNetCore.Mvc;
 using PowderCoating.Application.DTOs.Common;
 using PowderCoating.Application.DTOs.Invoice;
+using PowderCoating.Application.DTOs.Quote;
 using PowderCoating.Application.Interfaces;
 using PowderCoating.Core.Entities;
 using Microsoft.AspNetCore.Mvc.Rendering;
@@ -396,13 +398,15 @@ public class InvoicesController : Controller
 
                     dto.InvoiceItems.Add(new CreateInvoiceItemDto
                     {
-                        SourceJobItemId = item.Id,
-                        Description = item.Description ?? "Powder Coating",
-                        Quantity = 1,
-                        UnitPrice = item.TotalPrice,
-                        TotalPrice = item.TotalPrice,
-                        ColorName = item.ColorName,
-                        DisplayOrder = order++,
+                        SourceJobItemId  = item.Id,
+                        CatalogItemId    = item.CatalogItemId,
+                        Description      = item.Description ?? "Powder Coating",
+                        Quantity         = item.Quantity > 0 ? item.Quantity : 1,
+                        UnitPrice        = item.UnitPrice,
+                        TotalPrice       = item.TotalPrice,
+                        ColorName        = item.ColorName,
+                        Notes            = item.Notes,
+                        DisplayOrder     = order++,
                         RevenueAccountId = revenueAccountId
                     });
                 }
@@ -437,7 +441,10 @@ public class InvoicesController : Controller
                 // because FinalPrice is recalculated on every item edit and can drift from the original quote.
                 if (sourceQuote != null)
                 {
+                    // Bundle all quote-level charges so the invoice subtotal matches the quote total.
+                    // FacilityOverheadCost is included — it is a real cost baked into the quoted price.
                     var processingFees = sourceQuote.OvenBatchCost
+                                       + sourceQuote.FacilityOverheadCost
                                        + sourceQuote.ShopSuppliesAmount
                                        + sourceQuote.RushFee;
 
@@ -460,15 +467,17 @@ public class InvoicesController : Controller
                 }
                 else if (hadJobItems)
                 {
-                    // Direct job — no source quote. Use the stored job-level fees rather than
-                    // recalculating, so the invoice always matches the total shown on the job page.
-                    // OvenBatchCost and ShopSuppliesAmount are saved by the pricing engine (with
-                    // OvenCostId) when job items are created or updated.
+                    // Direct job — no source quote. Read all charges from the pricing snapshot so the
+                    // invoice always matches the total shown on the job's Pricing Summary card.
+                    QuotePricingBreakdownDto? jobBreakdown = null;
+                    if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
+                        jobBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
+
                     if (job.OvenBatchCost > 0.01m)
                     {
                         dto.InvoiceItems.Add(new CreateInvoiceItemDto
                         {
-                            Description = $"Oven Processing Fee",
+                            Description = "Oven Processing Fee",
                             Quantity = 1,
                             UnitPrice = Math.Round(job.OvenBatchCost, 2),
                             TotalPrice = Math.Round(job.OvenBatchCost, 2),
@@ -477,6 +486,20 @@ public class InvoicesController : Controller
                         });
                     }
 
+                    var facilityOverhead = jobBreakdown?.FacilityOverheadCost ?? 0m;
+                    if (facilityOverhead > 0.01m)
+                    {
+                        dto.InvoiceItems.Add(new CreateInvoiceItemDto
+                        {
+                            Description = "Facility Overhead",
+                            Quantity = 1,
+                            UnitPrice = Math.Round(facilityOverhead, 2),
+                            TotalPrice = Math.Round(facilityOverhead, 2),
+                            DisplayOrder = order++,
+                            RevenueAccountId = defaultRevenueAccount?.Id
+                        });
+                    }
+
                     if (job.ShopSuppliesAmount > 0.01m)
                     {
                         var suppliesDesc = job.ShopSuppliesPercent > 0
@@ -488,6 +511,20 @@ public class InvoicesController : Controller
                             Quantity = 1,
                             UnitPrice = Math.Round(job.ShopSuppliesAmount, 2),
                             TotalPrice = Math.Round(job.ShopSuppliesAmount, 2),
+                            DisplayOrder = order++,
+                            RevenueAccountId = defaultRevenueAccount?.Id
+                        });
+                    }
+
+                    var rushFee = jobBreakdown?.RushFee ?? 0m;
+                    if (rushFee > 0.01m)
+                    {
+                        dto.InvoiceItems.Add(new CreateInvoiceItemDto
+                        {
+                            Description = "Rush Fee",
+                            Quantity = 1,
+                            UnitPrice = Math.Round(rushFee, 2),
+                            TotalPrice = Math.Round(rushFee, 2),
                             DisplayOrder = order,
                             RevenueAccountId = defaultRevenueAccount?.Id
                         });
@@ -677,19 +714,22 @@ public class InvoicesController : Controller
 
             foreach (var deposit in pendingDeposits)
             {
-                // Create a Payment record for each deposit
+                // DepositAccountId is intentionally null: the bank account was already debited
+                // when the deposit was recorded (DR Checking / CR Customer Deposits 2300).
+                // Setting it here would double-count the bank debit in the Trial Balance.
                 var payment = new Payment
                 {
-                    InvoiceId = invoice.Id,
-                    Amount = deposit.Amount,
-                    PaymentDate = deposit.ReceivedDate,
-                    PaymentMethod = deposit.PaymentMethod,
-                    Reference = $"Deposit {deposit.ReceiptNumber}",
-                    Notes = deposit.Notes,
-                    RecordedById = currentUser.Id,
-                    CompanyId = currentUser.CompanyId,
-                    CreatedAt = DateTime.UtcNow,
-                    CreatedBy = currentUser.Email
+                    InvoiceId        = invoice.Id,
+                    Amount           = deposit.Amount,
+                    PaymentDate      = deposit.ReceivedDate,
+                    PaymentMethod    = deposit.PaymentMethod,
+                    Reference        = $"Deposit {deposit.ReceiptNumber}",
+                    Notes            = deposit.Notes,
+                    DepositAccountId = null,
+                    RecordedById     = currentUser.Id,
+                    CompanyId        = currentUser.CompanyId,
+                    CreatedAt        = DateTime.UtcNow,
+                    CreatedBy        = currentUser.Email
                 };
                 await _unitOfWork.Payments.AddAsync(payment);
 
@@ -719,13 +759,31 @@ public class InvoicesController : Controller
 
             await _unitOfWork.CompleteAsync();
 
-            // Update account balances: debit AR, credit revenue accounts + sales tax
+            // Update account balances: debit AR, credit revenue accounts + sales tax.
+            // Discount contra-entry: DR Sales Discounts so the GL balances.
+            // Without it, credits (revenue + tax) exceed the AR debit by the discount amount.
             var arAccountId = await GetArAccountIdAsync(currentUser.CompanyId);
             foreach (var item in invoice.InvoiceItems.Where(i => !i.IsDeleted))
                 await _accountBalanceService.CreditAsync(item.RevenueAccountId, item.TotalPrice);
             if (invoice.TaxAmount > 0)
                 await _accountBalanceService.CreditAsync(invoice.SalesTaxAccountId, invoice.TaxAmount);
             await _accountBalanceService.DebitAsync(arAccountId, invoice.Total);
+            if (invoice.DiscountAmount > 0)
+            {
+                var discountAccountId = await GetSalesDiscountAccountIdAsync(currentUser.CompanyId);
+                await _accountBalanceService.DebitAsync(discountAccountId, invoice.DiscountAmount);
+            }
+            // GL for auto-applied deposits: DR Customer Deposits 2300 (clears the liability) / CR AR.
+            // The bank was already debited when the deposit was recorded, so Checking is not touched here.
+            if (pendingDeposits.Any())
+            {
+                var custDepositsAcctId = await GetCustomerDepositsAccountIdAsync(currentUser.CompanyId);
+                foreach (var dep in pendingDeposits)
+                {
+                    await _accountBalanceService.DebitAsync(custDepositsAcctId, dep.Amount);
+                    await _accountBalanceService.CreditAsync(arAccountId, dep.Amount);
+                }
+            }
             await _unitOfWork.CompleteAsync();
 
             // Auto-generate gift certificates for any GC line items
@@ -873,8 +931,17 @@ public class InvoicesController : Controller
 
             var currentUser = await _userManager.GetUserAsync(User);
 
+            // Capture GL state before any mutations so the reversal is exact.
+            var oldTotal        = invoice.Total;
+            var oldTaxAmount    = invoice.TaxAmount;
+            var oldTaxAcctId    = invoice.SalesTaxAccountId;
+            var oldDiscountAmt  = invoice.DiscountAmount;
+            var oldItems        = invoice.InvoiceItems
+                .Where(i => !i.IsDeleted)
+                .Select(i => (RevAcctId: i.RevenueAccountId, Price: i.TotalPrice))
+                .ToList();
+
             // Recalculate totals (tax is applied after discount, consistent with quotes)
-            var oldTotal = invoice.Total;
             var subTotal = dto.InvoiceItems.Sum(i => i.TotalPrice);
             var taxableAmount = subTotal - dto.DiscountAmount;
             var taxAmount = Math.Round(taxableAmount * dto.TaxPercent / 100, 2);
@@ -940,6 +1007,31 @@ public class InvoicesController : Controller
             await _unitOfWork.Invoices.UpdateAsync(invoice);
             await _unitOfWork.CompleteAsync();
 
+            // Reverse old GL entries then re-post new ones so account balances stay accurate.
+            // Reversal is the mirror of the original Create double-entry: swap every Debit↔Credit.
+            var arAccountId = await GetArAccountIdAsync(invoice.CompanyId);
+            int? discAcctId = null;
+            if (oldDiscountAmt > 0 || invoice.DiscountAmount > 0)
+                discAcctId = await GetSalesDiscountAccountIdAsync(invoice.CompanyId);
+
+            await _accountBalanceService.CreditAsync(arAccountId, oldTotal);
+            foreach (var (revAcctId, price) in oldItems)
+                await _accountBalanceService.DebitAsync(revAcctId, price);
+            if (oldTaxAmount > 0)
+                await _accountBalanceService.DebitAsync(oldTaxAcctId, oldTaxAmount);
+            if (oldDiscountAmt > 0)
+                await _accountBalanceService.CreditAsync(discAcctId, oldDiscountAmt);
+
+            await _accountBalanceService.DebitAsync(arAccountId, invoice.Total);
+            foreach (var item in invoice.InvoiceItems.Where(i => !i.IsDeleted))
+                await _accountBalanceService.CreditAsync(item.RevenueAccountId, item.TotalPrice);
+            if (invoice.TaxAmount > 0)
+                await _accountBalanceService.CreditAsync(invoice.SalesTaxAccountId, invoice.TaxAmount);
+            if (invoice.DiscountAmount > 0)
+                await _accountBalanceService.DebitAsync(discAcctId, invoice.DiscountAmount);
+
+            await _unitOfWork.CompleteAsync();
+
             TempData["Success"] = "Invoice updated successfully.";
 
             // Optionally re-send the updated invoice PDF to the customer
@@ -948,11 +1040,18 @@ public class InvoicesController : Controller
                 try
                 {
                     var currentUserForPdf = await _userManager.GetUserAsync(User);
+                    if (string.IsNullOrEmpty(invoice.PublicViewToken))
+                    {
+                        invoice.PublicViewToken = Guid.NewGuid().ToString("N");
+                        await _unitOfWork.Invoices.UpdateAsync(invoice);
+                        await _unitOfWork.CompleteAsync();
+                    }
                     var pdfBytes = await BuildInvoicePdfAsync(invoice, invoice.CompanyId);
                     string? paymentUrl = null;
                     if (!string.IsNullOrEmpty(invoice.PaymentLinkToken))
                         paymentUrl = $"{Request.Scheme}://{Request.Host}/pay/{invoice.PaymentLinkToken}";
-                    await _notificationService.NotifyInvoiceSentAsync(invoice, pdfBytes, $"Invoice-{invoice.InvoiceNumber}.pdf", paymentUrl);
+                    var viewUrl = $"{Request.Scheme}://{Request.Host}/invoice/{invoice.PublicViewToken}";
+                    await _notificationService.NotifyInvoiceSentAsync(invoice, pdfBytes, $"Invoice-{invoice.InvoiceNumber}.pdf", paymentUrl, viewUrl: viewUrl);
                     var notifLog = await _unitOfWork.NotificationLogs.GetLatestForInvoiceAsync(id);
                     this.SetNotificationResultToast(notifLog);
                 }
@@ -978,13 +1077,13 @@ public class InvoicesController : Controller
     // -----------------------------------------------------------------------
     /// <summary>
     /// Marks a Draft invoice as Sent, optionally generates a Stripe online-payment link, and
-    /// fires the customer notification with a PDF attachment. Notification failure is caught
-    /// separately and logged as a warning — a failed email must not roll back the status change.
-    /// The payment URL is assembled from the generated token and the current request host so it
-    /// works identically in dev (localhost) and production without config changes.
+    /// fires the customer notification. Staff can choose email, SMS, or both via the modal.
+    /// PublicViewToken is always generated (permanent view link for SMS); PaymentLinkToken is
+    /// only generated when Stripe Connect is active (expiring pay link for email/view page).
+    /// Notification failure is caught separately — a failed send must not roll back the status change.
     /// </summary>
     [HttpPost, ValidateAntiForgeryToken]
-    public async Task<IActionResult> Send(int id, string? overrideEmail = null)
+    public async Task<IActionResult> Send(int id, string? overrideEmail = null, bool sendEmail = true, bool sendSms = false)
     {
         try
         {
@@ -1003,27 +1102,39 @@ public class InvoicesController : Controller
             invoice.UpdatedAt = DateTime.UtcNow;
             invoice.UpdatedBy = currentUser?.Email;
 
+            // Permanent view token — always generate so SMS always has a link
+            if (string.IsNullOrEmpty(invoice.PublicViewToken))
+                invoice.PublicViewToken = Guid.NewGuid().ToString("N");
+
             await TryGeneratePaymentTokenAsync(invoice);
 
             await _unitOfWork.Invoices.UpdateAsync(invoice);
             await _unitOfWork.CompleteAsync();
 
-            // Generate PDF and send notification
             string? paymentUrl = null;
             if (!string.IsNullOrEmpty(invoice.PaymentLinkToken))
                 paymentUrl = $"{Request.Scheme}://{Request.Host}/pay/{invoice.PaymentLinkToken}";
 
-            bool pdfAndNotifSucceeded = false;
+            var viewUrl = $"{Request.Scheme}://{Request.Host}/invoice/{invoice.PublicViewToken}";
+
+            bool notifSucceeded = false;
             try
             {
-                var pdfBytes = await BuildInvoicePdfAsync(invoice, currentUser!.CompanyId);
-                await _notificationService.NotifyInvoiceSentAsync(invoice, pdfBytes, $"Invoice-{invoice.InvoiceNumber}.pdf", paymentUrl, overrideEmail: overrideEmail?.Trim());
-                pdfAndNotifSucceeded = true;
+                byte[]? pdfBytes = null;
+                if (sendEmail)
+                    pdfBytes = await BuildInvoicePdfAsync(invoice, currentUser!.CompanyId);
+
+                await _notificationService.NotifyInvoiceSentAsync(
+                    invoice, pdfBytes, $"Invoice-{invoice.InvoiceNumber}.pdf",
+                    paymentUrl, overrideEmail: overrideEmail?.Trim(),
+                    sendSms: sendSms, viewUrl: viewUrl);
+
+                notifSucceeded = true;
             }
             catch (Exception notifyEx)
             {
                 _logger.LogError(notifyEx,
-                    "Invoice {InvoiceId} ({InvoiceNumber}): PDF generation or email dispatch failed. " +
+                    "Invoice {InvoiceId} ({InvoiceNumber}): notification failed. " +
                     "Inner: {InnerMessage}. Invoice status was already saved as Sent.",
                     id, invoice.InvoiceNumber, notifyEx.InnerException?.Message ?? "none");
             }
@@ -1032,8 +1143,8 @@ public class InvoicesController : Controller
             this.SetNotificationResultToast(notifLog);
 
             TempData["Success"] = $"Invoice {invoice.InvoiceNumber} marked as sent.";
-            if (!pdfAndNotifSucceeded)
-                TempData["WarningPermanent"] = "The invoice is marked as sent, but PDF generation or the customer email failed. Check the notification logs or your email configuration.";
+            if (!notifSucceeded)
+                TempData["WarningPermanent"] = "The invoice is marked as sent, but the notification failed. Check the notification logs or your configuration.";
             return RedirectToAction(nameof(Details), new { id });
         }
         catch (Exception ex)
@@ -1347,29 +1458,49 @@ public class InvoicesController : Controller
                 await _unitOfWork.Payments.SoftDeleteAsync(payment.Id);
             }
 
-            // Void any gift certificates that were generated from this invoice
-            var gcItemIds = invoice.InvoiceItems
-                .Where(i => !i.IsDeleted && i.IsGiftCertificate && i.GeneratedGiftCertificateId.HasValue)
-                .Select(i => i.GeneratedGiftCertificateId!.Value)
-                .ToList();
-            foreach (var gcId in gcItemIds)
+            // Void any gift certificates that were generated from this invoice.
+            // Capture each GC's remaining balance BEFORE voiding so the GL entries below can use it.
+            var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(invoice.CompanyId);
+            var gcRemainingByItemId = new Dictionary<int, decimal>(); // invoiceItemId → remaining balance
+            foreach (var gcItem in invoice.InvoiceItems.Where(i => !i.IsDeleted && i.IsGiftCertificate && i.GeneratedGiftCertificateId.HasValue))
             {
-                var gc = await _unitOfWork.GiftCertificates.GetByIdAsync(gcId);
+                var gc = await _unitOfWork.GiftCertificates.GetByIdAsync(gcItem.GeneratedGiftCertificateId!.Value);
                 if (gc != null && gc.Status != GiftCertificateStatus.FullyRedeemed)
                 {
-                    gc.Status = GiftCertificateStatus.Voided;
+                    gcRemainingByItemId[gcItem.Id] = gc.RemainingBalance;
+                    gc.Status    = GiftCertificateStatus.Voided;
                     gc.UpdatedAt = DateTime.UtcNow;
                     await _unitOfWork.GiftCertificates.UpdateAsync(gc);
                 }
+                // FullyRedeemed GCs: not voided, nothing to reverse (GC Liability already at 0).
             }
 
-            // Reverse account balances: credit AR (open balance), debit revenue + sales tax
+            // Reverse account balances: credit AR (open balance), debit revenue + sales tax.
+            // Also reverse the discount contra-entry (credit Sales Discounts) to unwind the original debit.
+            // GC line items: instead of debiting revenue (which was already reclassified to GC Liability
+            // at creation), debit GC Liability for the unredeemed portion, netting the obligation to 0.
             var arAccountId = await GetArAccountIdAsync(invoice.CompanyId);
             await _accountBalanceService.CreditAsync(arAccountId, balanceDue);
             foreach (var item in invoice.InvoiceItems.Where(i => !i.IsDeleted))
-                await _accountBalanceService.DebitAsync(item.RevenueAccountId, item.TotalPrice);
+            {
+                if (item.IsGiftCertificate)
+                {
+                    // GC item: debit GC Liability for unredeemed portion; skip fully-redeemed items.
+                    if (gcLiabilityAcctId.HasValue && gcRemainingByItemId.TryGetValue(item.Id, out var remaining) && remaining > 0)
+                        await _accountBalanceService.DebitAsync(gcLiabilityAcctId, remaining);
+                }
+                else
+                {
+                    await _accountBalanceService.DebitAsync(item.RevenueAccountId, item.TotalPrice);
+                }
+            }
             if (invoice.TaxAmount > 0)
                 await _accountBalanceService.DebitAsync(invoice.SalesTaxAccountId, invoice.TaxAmount);
+            if (invoice.DiscountAmount > 0)
+            {
+                var discountAccountId = await GetSalesDiscountAccountIdAsync(invoice.CompanyId);
+                await _accountBalanceService.CreditAsync(discountAccountId, invoice.DiscountAmount);
+            }
 
             invoice.Status = InvoiceStatus.Voided;
             invoice.UpdatedAt = DateTime.UtcNow;
@@ -1721,13 +1852,30 @@ public class InvoicesController : Controller
                 deposit.UpdatedAt = DateTime.UtcNow;
             }
 
-            // Reverse account balances (mirror of Create): credit AR, debit revenue + sales tax
+            // Reverse account balances (mirror of Create): credit AR, debit revenue + sales tax.
+            // Also reverse the discount contra-entry (credit Sales Discounts) to unwind the original debit.
             var arAccountId = await GetArAccountIdAsync(invoice.CompanyId);
+            // Reverse deposit-apply GL: DR AR / CR Customer Deposits 2300 for each previously applied
+            // deposit. The deposits are now unapplied and the liability is restored.
+            if (appliedDeposits.Any())
+            {
+                var custDepositsAcctId = await GetCustomerDepositsAccountIdAsync(invoice.CompanyId);
+                foreach (var dep in appliedDeposits)
+                {
+                    await _accountBalanceService.DebitAsync(arAccountId, dep.Amount);
+                    await _accountBalanceService.CreditAsync(custDepositsAcctId, dep.Amount);
+                }
+            }
             await _accountBalanceService.CreditAsync(arAccountId, invoice.Total);
             foreach (var item in invoiceItems)
                 await _accountBalanceService.DebitAsync(item.RevenueAccountId, item.TotalPrice);
             if (invoice.TaxAmount > 0)
                 await _accountBalanceService.DebitAsync(invoice.SalesTaxAccountId, invoice.TaxAmount);
+            if (invoice.DiscountAmount > 0)
+            {
+                var discountAccountId = await GetSalesDiscountAccountIdAsync(invoice.CompanyId);
+                await _accountBalanceService.CreditAsync(discountAccountId, invoice.DiscountAmount);
+            }
 
             // Clear the JobId FK before soft-deleting so the unique index slot is freed
             // and a new invoice can be created for the same job if needed.
@@ -1920,6 +2068,12 @@ public class InvoicesController : Controller
 
             item.GeneratedGiftCertificateId = cert.Id;
             await _unitOfWork.InvoiceItems.UpdateAsync(item);
+
+            // GL: DR Revenue (line item account) / CR Gift Certificate Liability (2500).
+            // Reclassifies the GC item's revenue as a deferred obligation until the cert is redeemed.
+            var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(invoice.CompanyId);
+            await _accountBalanceService.DebitAsync(item.RevenueAccountId, item.TotalPrice);
+            await _accountBalanceService.CreditAsync(gcLiabilityAcctId, item.TotalPrice);
         }
         await _unitOfWork.CompleteAsync();
 
@@ -2083,6 +2237,24 @@ public class InvoicesController : Controller
             .ToList();
     }
 
+    /// <summary>Returns the primary Checking or Cash account ID for the company, used as the
+    /// deposit account when auto-applying deposits that were recorded without an explicit account.</summary>
+    private async Task<int?> GetCheckingAccountIdAsync(int companyId)
+    {
+        var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.IsActive && (a.AccountSubType == AccountSubType.Checking
+                             || a.AccountSubType == AccountSubType.Cash));
+        return acct?.Id;
+    }
+
+    /// <summary>Returns account 2300 "Customer Deposits" liability ID for the company, or null.</summary>
+    private async Task<int?> GetCustomerDepositsAccountIdAsync(int companyId)
+    {
+        var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.IsActive && a.AccountNumber == "2300");
+        return acct?.Id;
+    }
+
     /// <summary>Returns the AR account ID for the given company (first active AccountsReceivable account).</summary>
     private async Task<int?> GetArAccountIdAsync(int companyId)
     {
@@ -2135,6 +2307,28 @@ public class InvoicesController : Controller
         return taxAccount?.Id;
     }
 
+    /// <summary>
+    /// Looks up the "4950 Sales Discounts" contra-revenue account for this company, falling back
+    /// to any active Revenue account whose name contains "discount". Returns null only when no
+    /// such account exists (e.g. for companies whose chart of accounts predates the 4950 seed).
+    /// </summary>
+    private async Task<int?> GetSalesDiscountAccountIdAsync(int companyId)
+    {
+        var discountAccount = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.AccountNumber == "4950" && a.IsActive);
+        discountAccount ??= await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.AccountType == AccountType.Revenue && a.IsActive && a.Name.ToLower().Contains("discount"));
+        return discountAccount?.Id;
+    }
+
+    /// <summary>Returns the Gift Certificate Liability account ID (account 2500) for the company.</summary>
+    private async Task<int?> GetGcLiabilityAccountIdAsync(int companyId)
+    {
+        var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
+            a => a.IsActive && a.AccountNumber == "2500");
+        return acct?.Id;
+    }
+
     public static string GetStatusColorClass(InvoiceStatus status) => status switch
     {
         InvoiceStatus.Draft          => "secondary",
@@ -2191,6 +2385,8 @@ public class InvoicesController : Controller
                 Amount = dto.Amount,
                 RefundDate = dto.RefundDate,
                 RefundMethod = dto.RefundMethod,
+                // DepositAccountId only applies to cash/card refunds; store-credit refunds have no bank movement.
+                DepositAccountId = isStoreCredit ? null : dto.DepositAccountId,
                 Reason = dto.Reason,
                 Reference = dto.Reference,
                 Notes = dto.Notes,
@@ -2249,6 +2445,14 @@ public class InvoicesController : Controller
                 }
 
                 await _unitOfWork.CompleteAsync();
+
+                // GL: DR AR (un-collects the payment) / CR Bank (cash leaves).
+                // Mirrors how FinancialReportService accounts for refunds:
+                // arTotalCredits -= refundTotal; refundsByAcct credits the bank account.
+                var arAccountId = await GetArAccountIdAsync(companyId);
+                await _accountBalanceService.DebitAsync(arAccountId, dto.Amount);
+                await _accountBalanceService.CreditAsync(dto.DepositAccountId, dto.Amount);
+
                 TempData["Success"] = $"Refund of {dto.Amount:C} recorded successfully. Please issue the refund manually.";
             }
         }
@@ -2323,6 +2527,11 @@ public class InvoicesController : Controller
                 customer.CurrentBalance += refund.Amount;
                 await _unitOfWork.Customers.UpdateAsync(customer);
             }
+
+            // GL reversal: CR AR / DR Bank — mirrors the DR AR / CR Bank posted in IssueRefund.
+            var arAccountId = await GetArAccountIdAsync(refund.Invoice.CompanyId);
+            await _accountBalanceService.CreditAsync(arAccountId, refund.Amount);
+            await _accountBalanceService.DebitAsync(refund.DepositAccountId, refund.Amount);
         }
 
         refund.Status = RefundStatus.Cancelled;
@@ -2469,6 +2678,12 @@ public class InvoicesController : Controller
                 await _unitOfWork.Invoices.UpdateAsync(invoice);
             }
 
+            // GL: DR Sales Discounts 4950 / CR AR — same as CreditMemosController.Apply.
+            var arAccountId = await GetArAccountIdAsync(invoice.CompanyId);
+            var discountAcctId = await GetSalesDiscountAccountIdAsync(invoice.CompanyId);
+            await _accountBalanceService.DebitAsync(discountAcctId, applyAmount);
+            await _accountBalanceService.CreditAsync(arAccountId, applyAmount);
+
             await _unitOfWork.CompleteAsync();
 
             }); // end ExecuteInTransactionAsync
@@ -2629,6 +2844,13 @@ public class InvoicesController : Controller
                 await _unitOfWork.Customers.UpdateAsync(customer);
             }
 
+            // GL: DR Gift Certificate Liability (2500) / CR AR.
+            // Discharges the deferred obligation and reduces the invoice's outstanding AR balance.
+            var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(invoice.CompanyId);
+            var arAcctId          = await GetArAccountIdAsync(invoice.CompanyId);
+            await _accountBalanceService.DebitAsync(gcLiabilityAcctId, applyAmount);
+            await _accountBalanceService.CreditAsync(arAcctId, applyAmount);
+
             await _unitOfWork.CompleteAsync();
             TempData["Success"] = $"Gift certificate {cert.CertificateCode} — {applyAmount:C} applied to invoice.";
         }

src/PowderCoating.Web/Controllers/JobsController.cs

@@ -422,72 +422,24 @@ public class JobsController : Controller
             // Populate Edit Items wizard data (inline modal on Details page)
             var wizardCosts = await _pricingService.GetOperatingCostsAsync(job.CompanyId);
             await PopulateJobItemDropDownsAsync(job.CompanyId, wizardCosts?.OvenOperatingCostPerHour ?? 45m);
-            ViewBag.WizardTaxPercent = wizardCosts?.TaxPercent ?? 0m;
+            ViewBag.WizardTaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, wizardCosts?.TaxPercent ?? 0m);
 
-            // Internal pricing breakdown (not printed — mirrors quote details breakdown)
-            var breakdownItems = job.JobItems
-                .Where(ji => !ji.IsDeleted)
-                .Select(ji => new CreateQuoteItemDto
-                {
-                    Description      = ji.Description,
-                    Quantity         = ji.Quantity,
-                    SurfaceAreaSqFt  = ji.SurfaceAreaSqFt,
-                    EstimatedMinutes = ji.EstimatedMinutes,
-                    CatalogItemId    = ji.CatalogItemId,
-                    IsGenericItem    = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && !ji.Coats.Any() && !ji.IsSalesItem),
-                    IsLaborItem      = ji.IsLaborItem,
-                    IsSalesItem      = ji.IsSalesItem,
-                    ManualUnitPrice  = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
-                    PowderCostOverride = ji.PowderCostOverride,
-                    IncludePrepCost  = ji.IncludePrepCost,
-                    Complexity       = ji.Complexity,
-                    Coats            = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto
-                    {
-                        CoverageSqFtPerLb  = c.CoverageSqFtPerLb,
-                        TransferEfficiency = c.TransferEfficiency,
-                        PowderCostPerLb    = c.PowderCostPerLb,
-                        PowderToOrder      = c.PowderToOrder
-                    }).ToList(),
-                    PrepServices = ji.PrepServices.Select(ps => new CreateQuoteItemPrepServiceDto
-                    {
-                        PrepServiceId    = ps.PrepServiceId,
-                        EstimatedMinutes = ps.EstimatedMinutes
-                    }).ToList()
-                }).ToList();
-
-            if (breakdownItems.Any())
+            // Display the pricing snapshot stored when items were last saved.
+            // Never recalculate on load — operating cost changes must not retroactively alter existing jobs.
+            if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
             {
-                var pr = await _pricingService.CalculateQuoteTotalsAsync(
-                    breakdownItems, job.CompanyId, job.CustomerId,
-                    wizardCosts?.TaxPercent ?? 0m,
-                    job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
-                    job.OvenCostId, 1, null);
-
+                ViewBag.JobPricingBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
+            }
+            else if (job.FinalPrice > 0)
+            {
+                // Legacy job created before snapshot was introduced — show what we have stored
                 ViewBag.JobPricingBreakdown = new QuotePricingBreakdownDto
                 {
-                    MaterialCosts          = pr.MaterialCosts,
-                    LaborCosts             = pr.LaborCosts,
-                    EquipmentCosts         = pr.EquipmentCosts,
-                    ItemsSubtotal          = pr.ItemsSubtotal,
-                    OvenBatchCost          = pr.OvenBatchCost,
-                    OvenBatches            = pr.OvenBatches,
-                    OvenCycleMinutes       = pr.OvenCycleMinutes > 0 ? pr.OvenCycleMinutes : (wizardCosts?.DefaultOvenCycleMinutes ?? 0),
-                    FacilityOverheadCost   = pr.FacilityOverheadCost,
-                    FacilityOverheadRatePerHour = pr.FacilityOverheadRatePerHour,
-                    ShopSuppliesAmount     = pr.ShopSuppliesAmount,
-                    ShopSuppliesPercent    = pr.ShopSuppliesPercent,
-                    OverheadCosts          = pr.OverheadCosts,
-                    OverheadPercent        = pr.OverheadPercent,
-                    ProfitMargin           = pr.ProfitMargin,
-                    ProfitPercent          = pr.ProfitPercent,
-                    SubtotalBeforeDiscount = pr.SubtotalBeforeDiscount,
-                    DiscountAmount         = pr.DiscountAmount,
-                    DiscountPercent        = pr.DiscountPercent,
-                    SubtotalAfterDiscount  = pr.SubtotalAfterDiscount,
-                    RushFee                = pr.RushFee,
-                    TaxAmount              = pr.TaxAmount,
-                    TaxPercent             = pr.TaxPercent,
-                    Total                  = pr.Total
+                    OvenBatchCost       = job.OvenBatchCost,
+                    OvenBatches         = job.OvenBatches,
+                    ShopSuppliesAmount  = job.ShopSuppliesAmount,
+                    ShopSuppliesPercent = job.ShopSuppliesPercent,
+                    Total               = job.FinalPrice
                 };
             }
             ViewBag.ComplexitySimplePercent   = wizardCosts?.ComplexitySimplePercent   ?? 0m;
@@ -506,6 +458,7 @@ public class JobsController : Controller
                     isGenericItem        = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && !ji.Coats.Any() && !ji.IsSalesItem),
                     isLaborItem          = ji.IsLaborItem,
                     isSalesItem          = ji.IsSalesItem,
+                    isAiItem             = ji.IsAiItem,
                     sku                  = ji.Sku,
                     requiresSandblasting = ji.RequiresSandblasting,
                     requiresMasking      = ji.RequiresMasking,
@@ -1106,6 +1059,7 @@ public class JobsController : Controller
                 CustomerId = dto.CustomerId,
                 QuoteId = dto.QuoteId,
                 AssignedUserId = dto.AssignedUserId,
+                OvenCostId = dto.OvenCostId,
                 Description = dto.Description,
                 JobPriorityId = dto.JobPriorityId,
                 JobStatusId = pendingStatus?.Id ?? 1,
@@ -1167,15 +1121,23 @@ public class JobsController : Controller
 
                 // Recalculate total from wizard items
                 var createCosts = await _pricingService.GetOperatingCostsAsync(companyId);
+                decimal? createOvenRate = null;
+                if (dto.OvenCostId.HasValue)
+                {
+                    var createOven = await _unitOfWork.OvenCosts.GetByIdAsync(dto.OvenCostId.Value);
+                    if (createOven != null && createOven.CompanyId == companyId)
+                        createOvenRate = createOven.CostPerHour;
+                }
                 var totals = await _pricingService.CalculateQuoteTotalsAsync(
                     dto.JobItems, companyId, dto.CustomerId,
-                    createCosts?.TaxPercent ?? 0m,
-                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, job.OvenCostId, 1, null);
+                    await GetEffectiveTaxPercentAsync(dto.CustomerId, createCosts?.TaxPercent ?? 0m),
+                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, createOvenRate, job.OvenBatches, job.OvenCycleMinutes);
 
                 job.FinalPrice             = totals.Total;
                 job.OvenBatchCost          = totals.OvenBatchCost;
                 job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
                 job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+                job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
                 job.UpdatedAt  = DateTime.UtcNow;
                 await _unitOfWork.Jobs.UpdateAsync(job);
                 await _unitOfWork.SaveChangesAsync();
@@ -1262,6 +1224,7 @@ public class JobsController : Controller
                     PowderCostOverride   = ji.PowderCostOverride,
                     IsGenericItem        = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
                     IsLaborItem          = ji.IsLaborItem,
+                    IsAiItem             = ji.IsAiItem,
                     RequiresSandblasting = ji.RequiresSandblasting,
                     RequiresMasking      = ji.RequiresMasking,
                     Notes                = ji.Notes,
@@ -1626,14 +1589,22 @@ public class JobsController : Controller
             if (dto.JobItems.Any())
             {
                 var editCosts = await _pricingService.GetOperatingCostsAsync(companyId);
+                decimal? editOvenRate = null;
+                if (job.OvenCostId.HasValue)
+                {
+                    var editOven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
+                    if (editOven != null && editOven.CompanyId == companyId)
+                        editOvenRate = editOven.CostPerHour;
+                }
                 var totals = await _pricingService.CalculateQuoteTotalsAsync(
                     dto.JobItems, companyId, dto.CustomerId,
-                    editCosts?.TaxPercent ?? 0m,
-                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, job.OvenCostId, 1, null);
-                job.FinalPrice          = totals.Total;
-                job.OvenBatchCost       = totals.OvenBatchCost;
-                job.ShopSuppliesAmount  = totals.ShopSuppliesAmount;
-                job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
+                    await GetEffectiveTaxPercentAsync(dto.CustomerId, editCosts?.TaxPercent ?? 0m),
+                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, editOvenRate, job.OvenBatches, job.OvenCycleMinutes);
+                job.FinalPrice             = totals.Total;
+                job.OvenBatchCost          = totals.OvenBatchCost;
+                job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
+                job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+                job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
             }
 
             // Save change history records
@@ -2926,6 +2897,7 @@ public class JobsController : Controller
             PowderCostOverride  = ji.PowderCostOverride,
             IsGenericItem       = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
             IsLaborItem         = ji.IsLaborItem,
+            IsAiItem            = ji.IsAiItem,
             RequiresSandblasting = ji.RequiresSandblasting,
             RequiresMasking     = ji.RequiresMasking,
             Notes               = ji.Notes,
@@ -2955,11 +2927,14 @@ public class JobsController : Controller
 
         var viewModel = new JobEditItemsViewModel
         {
-            JobId      = job.Id,
-            JobNumber  = job.JobNumber,
-            CustomerId = job.CustomerId,
-            TaxPercent = costs?.TaxPercent ?? 0m,
-            JobItems   = existingItems
+            JobId            = job.Id,
+            JobNumber        = job.JobNumber,
+            CustomerId       = job.CustomerId,
+            TaxPercent       = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m),
+            OvenCostId       = job.OvenCostId,
+            OvenBatches      = job.OvenBatches > 0 ? job.OvenBatches : 1,
+            OvenCycleMinutes = job.OvenCycleMinutes,
+            JobItems         = existingItems
         };
 
         await PopulateJobItemDropDownsAsync(currentUser.CompanyId, costs?.OvenOperatingCostPerHour ?? 45m);
@@ -2992,7 +2967,7 @@ public class JobsController : Controller
         {
             ModelState.AddModelError("", "Please add at least one job item.");
             var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
-            model.TaxPercent = costs?.TaxPercent ?? 0m;
+            model.TaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m);
             await PopulateJobItemDropDownsAsync(currentUser.CompanyId, costs?.OvenOperatingCostPerHour ?? 45m);
             ViewBag.ComplexitySimplePercent   = costs?.ComplexitySimplePercent   ?? 0m;
             ViewBag.ComplexityModeratePercent = costs?.ComplexityModeratePercent ?? 5m;
@@ -3037,15 +3012,26 @@ public class JobsController : Controller
                 }
             }
 
-            // Calculate full total (overhead, margins, tax) to match what the wizard displays
+            // Calculate full total (overhead, margins, tax) matching what Details shows
+            decimal? ovenRateOverride = null;
+            if (job.OvenCostId.HasValue)
+            {
+                var oven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
+                if (oven != null && oven.CompanyId == currentUser.CompanyId)
+                    ovenRateOverride = oven.CostPerHour;
+            }
+            var updateCosts = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
             var totals = await _pricingService.CalculateQuoteTotalsAsync(
                 model.JobItems, currentUser.CompanyId, job.CustomerId,
-                model.TaxPercent, "None", 0, false, job.OvenCostId, 1, null);
+                await GetEffectiveTaxPercentAsync(job.CustomerId, updateCosts?.TaxPercent ?? 0m),
+                job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
+                ovenRateOverride, job.OvenBatches, job.OvenCycleMinutes);
 
-            job.FinalPrice          = totals.Total;
-            job.OvenBatchCost       = totals.OvenBatchCost;
-            job.ShopSuppliesAmount  = totals.ShopSuppliesAmount;
-            job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
+            job.FinalPrice             = totals.Total;
+            job.OvenBatchCost          = totals.OvenBatchCost;
+            job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
+            job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+            job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
             job.UpdatedAt  = DateTime.UtcNow;
             job.UpdatedBy  = currentUser.UserName;
             await _unitOfWork.Jobs.UpdateAsync(job);
@@ -3059,7 +3045,7 @@ public class JobsController : Controller
             _logger.LogError(ex, "Error updating items for job {JobId}", job.Id);
             TempData["Error"] = "An error occurred while saving job items.";
             var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
-            model.TaxPercent = costs?.TaxPercent ?? 0m;
+            model.TaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m);
             await PopulateJobItemDropDownsAsync(currentUser.CompanyId, costs?.OvenOperatingCostPerHour ?? 45m);
             return View("EditItems", model);
         }
@@ -3101,30 +3087,47 @@ public class JobsController : Controller
             CatalogItemId    = ji.CatalogItemId,
             IsGenericItem    = ji.IsGenericItem,
             IsLaborItem      = ji.IsLaborItem,
-            ManualUnitPrice  = ji.ManualUnitPrice,
-            Coats            = ji.Coats.Select(c => new CreateQuoteItemCoatDto
+            IsSalesItem      = ji.IsSalesItem,
+            IsAiItem         = ji.IsAiItem,
+            ManualUnitPrice  = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
+            IncludePrepCost  = ji.IncludePrepCost,
+            Coats            = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto
             {
+                InventoryItemId    = c.InventoryItemId,
                 CoverageSqFtPerLb  = c.CoverageSqFtPerLb,
                 TransferEfficiency = c.TransferEfficiency,
                 PowderCostPerLb    = c.PowderCostPerLb
             }).ToList()
         }).ToList();
 
+        var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
         if (remainingDtos.Any())
         {
-            var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
+            decimal? deleteOvenRate = null;
+            if (job.OvenCostId.HasValue)
+            {
+                var deleteOven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
+                if (deleteOven != null && deleteOven.CompanyId == currentUser.CompanyId)
+                    deleteOvenRate = deleteOven.CostPerHour;
+            }
             var totals = await _pricingService.CalculateQuoteTotalsAsync(
                 remainingDtos, currentUser.CompanyId, job.CustomerId,
-                costs?.TaxPercent ?? 0m, "None", 0, false, null, 1, null);
-            job.FinalPrice          = totals.Total;
-            job.ShopSuppliesAmount  = totals.ShopSuppliesAmount;
-            job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
+                await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m),
+                job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
+                deleteOvenRate, job.OvenBatches, job.OvenCycleMinutes);
+            job.FinalPrice             = totals.Total;
+            job.OvenBatchCost          = totals.OvenBatchCost;
+            job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
+            job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+            job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
         }
         else
         {
-            job.FinalPrice          = 0;
-            job.ShopSuppliesAmount  = 0;
-            job.ShopSuppliesPercent = 0;
+            job.FinalPrice             = 0;
+            job.OvenBatchCost          = 0;
+            job.ShopSuppliesAmount     = 0;
+            job.ShopSuppliesPercent    = 0;
+            job.PricingBreakdownJson   = null;
         }
 
         job.UpdatedAt = DateTime.UtcNow;
@@ -3234,6 +3237,57 @@ public class JobsController : Controller
         return $"{string.Join(" > ", path)} > {item.Name}{sku} - {item.DefaultPrice:C}";
     }
 
+    /// <summary>
+    /// Converts a <see cref="QuotePricingResult"/> into the DTO used for both display and JSON snapshot storage.
+    /// All save paths (Create, Edit, UpdateItems, DeleteJobItem) call this so the snapshot is always consistent.
+    /// </summary>
+    /// <summary>
+    /// Returns the effective tax rate for a job, respecting customer tax-exempt status.
+    /// Always call this instead of using costs.TaxPercent directly so tax-exempt customers
+    /// are never charged tax when a job is saved or recalculated.
+    /// </summary>
+    private async Task<decimal> GetEffectiveTaxPercentAsync(int? customerId, decimal companyDefaultRate)
+    {
+        if (customerId is > 0)
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(customerId.Value);
+            if (customer?.IsTaxExempt == true) return 0m;
+        }
+        return companyDefaultRate;
+    }
+
+    private static QuotePricingBreakdownDto BuildPricingSnapshotDto(QuotePricingResult pr) =>
+        new QuotePricingBreakdownDto
+        {
+            MaterialCosts               = pr.MaterialCosts,
+            LaborCosts                  = pr.LaborCosts,
+            EquipmentCosts              = pr.EquipmentCosts,
+            ItemsSubtotal               = pr.ItemsSubtotal,
+            OvenBatchCost               = pr.OvenBatchCost,
+            OvenBatches                 = pr.OvenBatches,
+            OvenCycleMinutes            = pr.OvenCycleMinutes,
+            FacilityOverheadCost        = pr.FacilityOverheadCost,
+            FacilityOverheadRatePerHour = pr.FacilityOverheadRatePerHour,
+            ShopSuppliesAmount          = pr.ShopSuppliesAmount,
+            ShopSuppliesPercent         = pr.ShopSuppliesPercent,
+            OverheadCosts               = pr.OverheadCosts,
+            OverheadPercent             = pr.OverheadPercent,
+            ProfitMargin                = pr.ProfitMargin,
+            ProfitPercent               = pr.ProfitPercent,
+            SubtotalBeforeDiscount      = pr.SubtotalBeforeDiscount,
+            PricingTierDiscountAmount   = pr.PricingTierDiscountAmount,
+            PricingTierDiscountPercent  = pr.PricingTierDiscountPercent,
+            QuoteDiscountAmount         = pr.QuoteDiscountAmount,
+            QuoteDiscountPercent        = pr.QuoteDiscountPercent,
+            DiscountAmount              = pr.DiscountAmount,
+            DiscountPercent             = pr.DiscountPercent,
+            SubtotalAfterDiscount       = pr.SubtotalAfterDiscount,
+            RushFee                     = pr.RushFee,
+            TaxAmount                   = pr.TaxAmount,
+            TaxPercent                  = pr.TaxPercent,
+            Total                       = pr.Total
+        };
+
     #endregion
 
     #region Item Pricing (AJAX)

src/PowderCoating.Web/Controllers/KioskController.cs

@@ -0,0 +1,928 @@
+using AutoMapper;
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.AspNetCore.SignalR;
+using Microsoft.Extensions.Caching.Memory;
+using Microsoft.Extensions.Logging;
+using PowderCoating.Application.DTOs.Kiosk;
+using PowderCoating.Application.Interfaces;
+using PowderCoating.Application.Services;
+using PowderCoating.Core.Entities;
+using PowderCoating.Core.Enums;
+using PowderCoating.Core.Interfaces;
+using PowderCoating.Shared.Constants;
+using PowderCoating.Web.Hubs;
+
+namespace PowderCoating.Web.Controllers;
+
+/// <summary>
+/// Handles the customer self-service intake kiosk — both the in-person tablet flow
+/// (SignalR-triggered, activation-cookie-authenticated) and the remote email-link flow.
+///
+/// Anonymous intake routes use ignoreQueryFilters:true to load KioskSession by token
+/// because the anonymous HTTP context has no CompanyId claim, so the global tenant
+/// filter would return nothing without that flag.
+///
+/// When creating new Customer or Job records from the kiosk, CompanyId is set explicitly
+/// from session.CompanyId so the EF SaveChanges interceptor doesn't override it with 0.
+/// </summary>
+public class KioskController : Controller
+{
+    private const string CookieName         = "KioskDevice";
+    private const int    InPersonExpireHours = 2;
+    private const int    RemoteExpireHours   = 48;
+
+    private readonly IUnitOfWork                  _unitOfWork;
+    private readonly IMapper                      _mapper;
+    private readonly ILookupCacheService          _lookupCache;
+    private readonly IInAppNotificationService    _inApp;
+    private readonly IEmailService                _emailService;
+    private readonly IHubContext<KioskHub>        _kioskHub;
+    private readonly ILogger<KioskController>     _logger;
+    private readonly ICompanyLogoService          _logoService;
+    private readonly IMemoryCache                 _cache;
+
+    private static string SmsConsentCacheKey(int companyId) => $"kiosk-sms-consent:{companyId}";
+
+    /// <summary>Initialises all dependencies for the kiosk controller.</summary>
+    public KioskController(
+        IUnitOfWork               unitOfWork,
+        IMapper                   mapper,
+        ILookupCacheService       lookupCache,
+        IInAppNotificationService inApp,
+        IEmailService             emailService,
+        IHubContext<KioskHub>     kioskHub,
+        ILogger<KioskController>  logger,
+        ICompanyLogoService       logoService,
+        IMemoryCache              cache)
+    {
+        _unitOfWork   = unitOfWork;
+        _mapper       = mapper;
+        _lookupCache  = lookupCache;
+        _inApp        = inApp;
+        _emailService = emailService;
+        _kioskHub     = kioskHub;
+        _logger       = logger;
+        _logoService  = logoService;
+        _cache        = cache;
+    }
+
+    // =========================================================================
+    // WELCOME SCREEN  (in-person tablet idle screen)
+    // =========================================================================
+
+    /// <summary>
+    /// Idle branded screen displayed on the front-desk tablet.
+    /// Validates the KioskDevice cookie; returns 403 if missing or token mismatch.
+    /// The view polls /Kiosk/PollSession every 3 seconds and navigates when staff
+    /// triggers a session via the Dashboard "Start Intake" button.
+    /// </summary>
+    [AllowAnonymous]
+    public async Task<IActionResult> Welcome()
+    {
+        var cookie = ReadKioskCookie();
+        if (cookie == null)
+            return View("KioskError", "This device is not activated as a kiosk. Ask a staff member to activate it at Settings → Kiosk.");
+
+        var company = await _unitOfWork.Companies.GetByIdAsync(cookie.Value.companyId, ignoreQueryFilters: true);
+        if (company == null || company.KioskActivationToken != cookie.Value.token)
+            return View("KioskError", "Kiosk activation token is invalid or has been revoked. Ask a staff member to re-activate this device.");
+
+        await PopulateKioskViewBag(company);
+        ViewBag.ShowInactivityTimer = false; // Welcome screen stays on indefinitely
+        return View();
+    }
+
+    /// <summary>
+    /// Lightweight polling endpoint called every 3 seconds by the kiosk Welcome screen.
+    /// Returns the most recent InPerson KioskSession created in the last 60 seconds so
+    /// the tablet can navigate without relying on SignalR (which Azure App Service blocks
+    /// for anonymous WebSocket/SSE connections through its ingress proxy).
+    /// </summary>
+    [AllowAnonymous, HttpGet]
+    [ResponseCache(NoStore = true, Location = ResponseCacheLocation.None)]
+    public async Task<IActionResult> PollSession()
+    {
+        var cookie = ReadKioskCookie();
+        if (cookie == null) return Json(new { hasSession = false });
+
+        var company = await _unitOfWork.Companies.GetByIdAsync(cookie.Value.companyId, ignoreQueryFilters: true);
+        if (company == null || company.KioskActivationToken != cookie.Value.token)
+            return Json(new { hasSession = false });
+
+        // Check for a staff-pushed SMS consent request before checking for intake sessions.
+        if (_cache.TryGetValue(SmsConsentCacheKey(cookie.Value.companyId), out (int customerId, string customerName) pending))
+            return Json(new { hasSession = false, smsConsentPending = true, customerId = pending.customerId, customerName = pending.customerName });
+
+        var window  = DateTime.UtcNow.AddSeconds(-60);
+        var session = await _unitOfWork.KioskSessions.FirstOrDefaultAsync(
+            s => s.CompanyId == cookie.Value.companyId
+              && s.SessionType == KioskSessionType.InPerson
+              && s.Status == KioskSessionStatus.Active
+              && s.CreatedAt >= window,
+            ignoreQueryFilters: true);
+
+        if (session == null) return Json(new { hasSession = false });
+        return Json(new { hasSession = true, sessionToken = session.SessionToken });
+    }
+
+    // =========================================================================
+    // SMS CONSENT  (staff pushes to kiosk; customer agrees on tablet)
+    // =========================================================================
+
+    /// <summary>
+    /// Staff calls this (authenticated) from the Customer Details page to push an SMS
+    /// consent request to the front-desk kiosk tablet. Stores the customer ID in
+    /// IMemoryCache under a company-scoped key; the kiosk's PollSession endpoint picks
+    /// it up and returns smsConsentPending so the tablet can navigate to the consent page.
+    /// The cache entry expires in 10 minutes in case the customer never approaches the tablet.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> PushSmsConsent(int customerId)
+    {
+        var customer = await _unitOfWork.Customers.GetByIdAsync(customerId);
+        if (customer == null) return Json(new { success = false, message = "Customer not found." });
+
+        if (customer.NotifyBySms)
+            return Json(new { success = false, message = "Customer has already given SMS consent." });
+
+        var companyId = customer.CompanyId;
+        var name      = !string.IsNullOrWhiteSpace(customer.ContactFirstName)
+            ? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
+            : customer.CompanyName ?? "Customer";
+
+        _cache.Set(SmsConsentCacheKey(companyId), (customerId, name),
+            new MemoryCacheEntryOptions { AbsoluteExpirationRelativeToNow = TimeSpan.FromMinutes(10) });
+
+        _logger.LogInformation("SMS consent pushed to kiosk for customer {CustomerId} by staff", customerId);
+        return Json(new { success = true });
+    }
+
+    /// <summary>
+    /// Cancels a pending kiosk SMS consent request, freeing the kiosk to return to the Welcome
+    /// screen. Called by staff if they pushed consent accidentally or the customer isn't coming.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public IActionResult CancelSmsConsent()
+    {
+        var companyId = HttpContext.User.FindFirst("CompanyId")?.Value;
+        if (int.TryParse(companyId, out var cid))
+            _cache.Remove(SmsConsentCacheKey(cid));
+        return Json(new { success = true });
+    }
+
+    /// <summary>
+    /// Displays the full-screen SMS consent form on the kiosk tablet (anonymous, kiosk layout).
+    /// Loads the customer by ID with ignoreQueryFilters because the kiosk has no tenant context.
+    /// </summary>
+    [AllowAnonymous]
+    public async Task<IActionResult> SmsConsent(int id)
+    {
+        var cookie = ReadKioskCookie();
+        if (cookie == null) return Forbid();
+
+        // Clear the pending entry immediately — the kiosk is now showing the form,
+        // so Welcome must not redirect again if the customer cancels or navigates back.
+        _cache.Remove(SmsConsentCacheKey(cookie.Value.companyId));
+
+        var customer = await _unitOfWork.Customers.GetByIdAsync(id, ignoreQueryFilters: true);
+        if (customer == null) return NotFound();
+
+        var company = await _unitOfWork.Companies.GetByIdAsync(cookie.Value.companyId, ignoreQueryFilters: true);
+        ViewBag.CompanyName    = company?.CompanyName;
+        ViewBag.CompanyLogoUrl = !string.IsNullOrEmpty(company?.LogoFilePath) ? Url.Action("Logo", "Kiosk") : null;
+        ViewBag.ShowInactivityTimer = false;
+        ViewBag.CustomerName   = !string.IsNullOrWhiteSpace(customer.ContactFirstName)
+            ? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
+            : customer.CompanyName ?? "Customer";
+
+        return View(id);
+    }
+
+    /// <summary>
+    /// Records the customer's SMS consent from the kiosk tablet.
+    /// Sets NotifyBySms, SmsConsentedAt, SmsConsentMethod = "KioskInPerson" on the customer record.
+    /// Cache is already cleared by the GET; this handles the agree/decline outcome.
+    /// </summary>
+    [AllowAnonymous, HttpPost]
+    public async Task<IActionResult> SmsConsent(int id, bool agreed)
+    {
+        var cookie = ReadKioskCookie();
+        if (cookie == null) return Forbid();
+
+        if (agreed)
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(id, ignoreQueryFilters: true);
+            if (customer != null)
+            {
+                customer.NotifyBySms      = true;
+                customer.SmsConsentedAt   = DateTime.UtcNow;
+                customer.SmsConsentMethod = "KioskInPerson";
+                customer.SmsOptedOutAt    = null;
+                await _unitOfWork.Customers.UpdateAsync(customer);
+                await _unitOfWork.CompleteAsync();
+                _logger.LogInformation("SMS consent recorded via kiosk for customer {CustomerId}", id);
+
+                await _inApp.CreateAsync(
+                    customer.CompanyId,
+                    "SMS Consent Recorded",
+                    $"{customer.ContactFirstName} {customer.ContactLastName} agreed to SMS notifications on the kiosk.",
+                    "KioskConsent",
+                    link: $"/Customers/Details/{id}",
+                    customerId: id);
+            }
+        }
+
+        return Redirect("/Kiosk/Welcome");
+    }
+
+    /// <summary>
+    /// Serves the company logo for anonymous kiosk pages. Resolves the company from the
+    /// KioskDevice cookie so no tenant context is needed on the anonymous request.
+    /// </summary>
+    [AllowAnonymous]
+    [HttpGet, ResponseCache(Duration = 3600, Location = ResponseCacheLocation.Any)]
+    public async Task<IActionResult> Logo()
+    {
+        var cookie = ReadKioskCookie();
+        if (cookie == null) return NotFound();
+
+        var company = await _unitOfWork.Companies.GetByIdAsync(cookie.Value.companyId, ignoreQueryFilters: true);
+        if (company == null || string.IsNullOrEmpty(company.LogoFilePath)) return NotFound();
+
+        var (success, fileContent, contentType, _) = await _logoService.GetCompanyLogoAsync(company.LogoFilePath);
+        if (!success || fileContent.Length == 0) return NotFound();
+
+        return File(fileContent, contentType);
+    }
+
+    // =========================================================================
+    // DEVICE ACTIVATION  (CompanyAdmin-only)
+    // =========================================================================
+
+    /// <summary>Shows the kiosk activation page with the current activation status.</summary>
+    [Authorize(Policy = AppConstants.Policies.CompanyAdminOnly)]
+    public async Task<IActionResult> Activate()
+    {
+        var companyId = GetCurrentCompanyId();
+        var company   = await _unitOfWork.Companies.GetByIdAsync(companyId, ignoreQueryFilters: true);
+        ViewBag.IsActivated = !string.IsNullOrEmpty(company?.KioskActivationToken);
+        return View();
+    }
+
+    /// <summary>
+    /// Generates a new activation token, saves it to the Company record,
+    /// and writes the KioskDevice cookie so the current browser session becomes the active tablet.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    [Authorize(Policy = AppConstants.Policies.CompanyAdminOnly)]
+    public async Task<IActionResult> Activate(string action)
+    {
+        var companyId = GetCurrentCompanyId();
+        var company   = await _unitOfWork.Companies.GetByIdAsync(companyId, ignoreQueryFilters: true);
+        if (company == null) return NotFound();
+
+        if (action == "deactivate")
+        {
+            company.KioskActivationToken = null;
+            DeleteKioskCookie();
+            TempData["Success"] = "Kiosk deactivated. The tablet will no longer accept intake sessions.";
+        }
+        else
+        {
+            var token = Guid.NewGuid().ToString("N");
+            company.KioskActivationToken = token;
+            WriteKioskCookie(companyId, token);
+            TempData["Success"] = "Kiosk activated. Open /Kiosk/Welcome on the tablet and bookmark it.";
+        }
+
+        await _unitOfWork.CompleteAsync();
+        return RedirectToAction(nameof(Activate));
+    }
+
+    // =========================================================================
+    // START IN-PERSON SESSION  (any authenticated staff member)
+    // =========================================================================
+
+    /// <summary>
+    /// Creates an InPerson KioskSession and pushes a SignalR StartIntake event
+    /// to all connections in the company's kiosk group so the tablet navigates automatically.
+    /// Called via fetch from the Dashboard "Start Intake" button.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    [Authorize]
+    public async Task<IActionResult> StartSession()
+    {
+        var companyId = GetCurrentCompanyId();
+
+        var session = new KioskSession
+        {
+            SessionType = KioskSessionType.InPerson,
+            ExpiresAt   = DateTime.UtcNow.AddHours(InPersonExpireHours),
+            CompanyId   = companyId
+        };
+
+        await _unitOfWork.KioskSessions.AddAsync(session);
+        await _unitOfWork.CompleteAsync();
+
+        await _kioskHub.Clients
+            .Group($"kiosk-{companyId}")
+            .SendAsync("StartIntake", session.SessionToken.ToString());
+
+        return Json(new { success = true, sessionToken = session.SessionToken });
+    }
+
+    // =========================================================================
+    // SEND REMOTE LINK  (any authenticated staff member)
+    // =========================================================================
+
+    /// <summary>Form for staff to enter a customer's email address and send an intake link.</summary>
+    [Authorize]
+    public IActionResult SendRemoteLink() => View(new SendRemoteLinkDto());
+
+    /// <summary>
+    /// Creates a Remote KioskSession, sends the intake link by email, and redirects back
+    /// with a success message. The link contains the session token (GUID) — not guessable.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    [Authorize]
+    public async Task<IActionResult> SendRemoteLink(SendRemoteLinkDto dto)
+    {
+        if (!ModelState.IsValid) return View(dto);
+
+        var companyId = GetCurrentCompanyId();
+        var company   = await _unitOfWork.Companies.GetByIdAsync(companyId, ignoreQueryFilters: true);
+
+        var session = new KioskSession
+        {
+            SessionType      = KioskSessionType.Remote,
+            ExpiresAt        = DateTime.UtcNow.AddHours(RemoteExpireHours),
+            RemoteLinkEmail  = dto.Email,
+            RemoteLinkSentAt = DateTime.UtcNow,
+            CompanyId        = companyId
+        };
+
+        await _unitOfWork.KioskSessions.AddAsync(session);
+        await _unitOfWork.CompleteAsync();
+
+        var link = $"{Request.Scheme}://{Request.Host}/Kiosk/Intake/{session.SessionToken}/Contact";
+        var recipientName = string.IsNullOrWhiteSpace(dto.CustomerName) ? "Valued Customer" : dto.CustomerName;
+        var companyName   = company?.CompanyName ?? "Us";
+
+        var html = $@"
+<div style='font-family:sans-serif;max-width:560px;margin:0 auto;padding:2rem;'>
+  <h2 style='color:#1e293b;'>Hi {System.Web.HttpUtility.HtmlEncode(recipientName)},</h2>
+  <p style='color:#475569;font-size:1rem;'>
+    {System.Web.HttpUtility.HtmlEncode(companyName)} has sent you a quick intake form to fill out before your visit.
+    It only takes a couple of minutes.
+  </p>
+  <a href='{link}' style='display:inline-block;margin:1.5rem 0;padding:1rem 2rem;background:#2563eb;
+     color:#fff;font-weight:600;border-radius:8px;text-decoration:none;font-size:1.1rem;'>
+     Start My Intake Form
+  </a>
+  <p style='color:#94a3b8;font-size:0.85rem;'>
+    This link expires in 48 hours. If you did not expect this email, you can ignore it.
+  </p>
+</div>";
+
+        await _emailService.SendEmailAsync(
+            dto.Email, recipientName,
+            $"Your intake form from {companyName}",
+            $"Please visit this link to complete your intake form: {link}",
+            htmlBody: html);
+
+        TempData["Success"] = $"Intake link sent to {dto.Email}.";
+        return RedirectToAction(nameof(SendRemoteLink));
+    }
+
+    // =========================================================================
+    // INTAKE STEPS  (anonymous — both InPerson and Remote)
+    // =========================================================================
+
+    // ── Step 1: Contact Info ──────────────────────────────────────────────────
+
+    /// <summary>Displays the contact-info form for the given session token.</summary>
+    [AllowAnonymous]
+    public async Task<IActionResult> Contact(Guid token)
+    {
+        var session = await LoadSessionAsync(token);
+        if (session == null) return View("KioskError", "This intake session could not be found. Please ask a staff member to start a new one.");
+        if (!await ValidateSessionState(session)) return RedirectToAction(nameof(Confirmation), new { token });
+
+        await PopulateKioskViewBagFromSession(session);
+        ViewBag.KioskStep = 1;
+        return View("Intake/Contact", new SubmitKioskContactDto
+        {
+            FirstName = session.CustomerFirstName,
+            LastName  = session.CustomerLastName,
+            Phone     = session.CustomerPhone,
+            Email     = session.CustomerEmail,
+            IsReturningCustomer = session.IsReturningCustomer
+        });
+    }
+
+    /// <summary>Saves contact info to the session and advances to Step 2.</summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    [AllowAnonymous]
+    public async Task<IActionResult> Contact(Guid token, SubmitKioskContactDto dto)
+    {
+        var session = await LoadSessionAsync(token);
+        if (session == null) return View("KioskError", "Session not found.");
+
+        if (!ModelState.IsValid)
+        {
+            await PopulateKioskViewBagFromSession(session);
+            ViewBag.KioskStep = 1;
+            return View("Intake/Contact", dto);
+        }
+
+        session.CustomerFirstName   = dto.FirstName.Trim();
+        session.CustomerLastName    = dto.LastName.Trim();
+        session.CustomerPhone       = dto.Phone.Trim();
+        session.CustomerEmail       = dto.Email.Trim().ToLowerInvariant();
+        session.IsReturningCustomer = dto.IsReturningCustomer;
+
+        await _unitOfWork.CompleteAsync();
+        return RedirectToAction(nameof(Job), new { token });
+    }
+
+    // ── Step 2: Job Description ───────────────────────────────────────────────
+
+    /// <summary>Displays the job-description form.</summary>
+    [AllowAnonymous]
+    public async Task<IActionResult> Job(Guid token)
+    {
+        var session = await LoadSessionAsync(token);
+        if (session == null) return View("KioskError", "Session not found.");
+        if (!await ValidateSessionState(session)) return RedirectToAction(nameof(Confirmation), new { token });
+
+        await PopulateKioskViewBagFromSession(session);
+        ViewBag.KioskStep = 2;
+        return View("Intake/Job", new SubmitKioskJobDto
+        {
+            JobDescription       = session.JobDescription,
+            HowDidYouHearAboutUs = session.HowDidYouHearAboutUs
+        });
+    }
+
+    /// <summary>Saves the job description and advances to Step 3.</summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    [AllowAnonymous]
+    public async Task<IActionResult> Job(Guid token, SubmitKioskJobDto dto)
+    {
+        var session = await LoadSessionAsync(token);
+        if (session == null) return View("KioskError", "Session not found.");
+
+        if (!ModelState.IsValid)
+        {
+            await PopulateKioskViewBagFromSession(session);
+            ViewBag.KioskStep = 2;
+            return View("Intake/Job", dto);
+        }
+
+        session.JobDescription       = dto.JobDescription.Trim();
+        session.HowDidYouHearAboutUs = dto.HowDidYouHearAboutUs?.Trim();
+
+        await _unitOfWork.CompleteAsync();
+        return RedirectToAction(nameof(Terms), new { token });
+    }
+
+    // ── Step 3: Terms & Consent ───────────────────────────────────────────────
+
+    /// <summary>Displays the terms, SMS opt-in checkbox, and (for InPerson) signature pad.</summary>
+    [AllowAnonymous]
+    public async Task<IActionResult> Terms(Guid token)
+    {
+        var session = await LoadSessionAsync(token);
+        if (session == null) return View("KioskError", "Session not found.");
+        if (!await ValidateSessionState(session)) return RedirectToAction(nameof(Confirmation), new { token });
+
+        await PopulateKioskViewBagFromSession(session);
+        ViewBag.KioskStep  = 3;
+        ViewBag.IsInPerson = session.SessionType == KioskSessionType.InPerson;
+        return View("Intake/Terms", new SubmitKioskTermsDto());
+    }
+
+    /// <summary>
+    /// Saves terms agreement, triggers customer/job auto-creation, fires staff notification,
+    /// and redirects to the Confirmation screen.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    [AllowAnonymous]
+    public async Task<IActionResult> Terms(Guid token, SubmitKioskTermsDto dto)
+    {
+        var session = await LoadSessionAsync(token);
+        if (session == null) return View("KioskError", "Session not found.");
+
+        // Expired/already-submitted sessions go straight to Confirmation
+        if (!await ValidateSessionState(session)) return RedirectToAction(nameof(Confirmation), new { token });
+
+        // Require signature for in-person sessions
+        if (session.SessionType == KioskSessionType.InPerson &&
+            string.IsNullOrEmpty(dto.SignatureDataBase64))
+        {
+            ModelState.AddModelError("SignatureDataBase64", "Please sign above before continuing.");
+        }
+
+        if (!ModelState.IsValid)
+        {
+            await PopulateKioskViewBagFromSession(session);
+            ViewBag.KioskStep  = 3;
+            ViewBag.IsInPerson = session.SessionType == KioskSessionType.InPerson;
+            return View("Intake/Terms", dto);
+        }
+
+        session.AgreedToTerms       = true;
+        session.AgreedToTermsAt     = DateTime.UtcNow;
+        session.SmsOptIn            = dto.SmsOptIn;
+        session.SignatureDataBase64  = dto.SignatureDataBase64;
+        session.Status              = KioskSessionStatus.Submitted;
+        session.SubmittedAt         = DateTime.UtcNow;
+
+        try
+        {
+            await ProcessSubmissionAsync(session);
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error processing kiosk submission for session {SessionToken}", token);
+            // Customer-facing page always succeeds — staff can convert the session manually.
+            // Persist the session's agreed/submitted state even if job creation failed.
+            try { await _unitOfWork.CompleteAsync(); } catch { /* best-effort */ }
+        }
+
+        return RedirectToAction(nameof(Confirmation), new { token });
+    }
+
+    // ── Confirmation ──────────────────────────────────────────────────────────
+
+    /// <summary>Thank-you screen shown after a successful submission.</summary>
+    [AllowAnonymous]
+    public async Task<IActionResult> Confirmation(Guid token)
+    {
+        var session = await LoadSessionAsync(token);
+        if (session == null) return View("KioskError", "Session not found.");
+
+        await PopulateKioskViewBagFromSession(session);
+        ViewBag.ShowInactivityTimer = false; // Handled by the countdown JS in the view
+        ViewBag.IsInPerson          = session.SessionType == KioskSessionType.InPerson;
+        ViewBag.FirstName           = session.CustomerFirstName;
+        return View("Intake/Confirmation");
+    }
+
+    // =========================================================================
+    // STAFF REVIEW  (authenticated)
+    // =========================================================================
+
+    /// <summary>
+    /// Lists all kiosk intake sessions for the current company — submitted, active, and expired.
+    /// Manager or higher access required.
+    /// </summary>
+    [Authorize]
+    public async Task<IActionResult> Intakes(string? filter)
+    {
+        var sessions = await _unitOfWork.KioskSessions.GetAllAsync(false,
+            s => s.LinkedCustomer,
+            s => s.LinkedJob);
+
+        var dtos = sessions
+            .OrderByDescending(s => s.CreatedAt)
+            .Select(s => new KioskSessionListDto
+            {
+                Id               = s.Id,
+                SessionToken     = s.SessionToken,
+                SessionType      = s.SessionType,
+                Status           = s.Status,
+                CustomerFirstName = s.CustomerFirstName,
+                CustomerLastName  = s.CustomerLastName,
+                CustomerEmail    = s.CustomerEmail,
+                CustomerPhone    = s.CustomerPhone,
+                JobDescription   = s.JobDescription,
+                SmsOptIn         = s.SmsOptIn,
+                SubmittedAt      = s.SubmittedAt,
+                ExpiresAt        = s.ExpiresAt,
+                LinkedCustomerId = s.LinkedCustomerId,
+                LinkedJobId      = s.LinkedJobId,
+                LinkedQuoteId    = s.LinkedQuoteId,
+                RemoteLinkEmail  = s.RemoteLinkEmail
+            })
+            .ToList();
+
+        // Apply filter tab
+        dtos = filter switch
+        {
+            "submitted" => dtos.Where(d => d.Status == KioskSessionStatus.Submitted).ToList(),
+            "active"    => dtos.Where(d => d.Status == KioskSessionStatus.Active && !d.IsExpired).ToList(),
+            "expired"   => dtos.Where(d => d.IsExpired || d.Status == KioskSessionStatus.Expired).ToList(),
+            _           => dtos
+        };
+
+        ViewBag.ActiveFilter = filter ?? "all";
+        return View(dtos);
+    }
+
+    // =========================================================================
+    // PRIVATE HELPERS
+    // =========================================================================
+
+    /// <summary>
+    /// Loads a KioskSession by SessionToken using ignoreQueryFilters because anonymous requests
+    /// have no CompanyId claim, so the global tenant filter would return nothing without it.
+    /// </summary>
+    private async Task<KioskSession?> LoadSessionAsync(Guid token)
+    {
+        return await _unitOfWork.KioskSessions.FirstOrDefaultAsync(
+            s => s.SessionToken == token && !s.IsDeleted,
+            ignoreQueryFilters: true);
+    }
+
+    /// <summary>
+    /// Validates that the session is still in a usable state.
+    /// Returns false (and optionally updates status to Expired) if the session should not proceed.
+    /// </summary>
+    private async Task<bool> ValidateSessionState(KioskSession session)
+    {
+        if (session.Status == KioskSessionStatus.Submitted)
+            return false; // Already done — redirect to Confirmation (idempotent)
+
+        if (session.Status == KioskSessionStatus.Cancelled)
+            return false;
+
+        if (DateTime.UtcNow > session.ExpiresAt && session.Status == KioskSessionStatus.Active)
+        {
+            session.Status = KioskSessionStatus.Expired;
+            await _unitOfWork.CompleteAsync();
+            return false;
+        }
+
+        return session.Status == KioskSessionStatus.Active;
+    }
+
+    /// <summary>
+    /// Core submission logic: matches or creates a Customer, creates a Pending Job,
+    /// applies SMS consent, and fires a staff in-app notification.
+    /// CompanyId is set explicitly on new entities from session.CompanyId so the EF
+    /// SaveChanges interceptor does not override it with 0 (the anonymous tenant context).
+    /// </summary>
+    private async Task ProcessSubmissionAsync(KioskSession session)
+    {
+        var companyId = session.CompanyId;
+
+        // 1. Match or create Customer
+        Customer? customer = null;
+        if (!string.IsNullOrEmpty(session.CustomerEmail))
+        {
+            customer = await _unitOfWork.Customers.FirstOrDefaultAsync(
+                c => c.CompanyId == companyId && c.Email == session.CustomerEmail && !c.IsDeleted,
+                ignoreQueryFilters: true);
+        }
+
+        if (customer == null && !string.IsNullOrEmpty(session.CustomerPhone))
+        {
+            customer = await _unitOfWork.Customers.FirstOrDefaultAsync(
+                c => c.CompanyId == companyId && (c.Phone == session.CustomerPhone || c.MobilePhone == session.CustomerPhone) && !c.IsDeleted,
+                ignoreQueryFilters: true);
+        }
+
+        bool isNewCustomer = customer == null;
+        if (isNewCustomer)
+        {
+            customer = new Customer
+            {
+                CompanyId          = companyId,
+                ContactFirstName   = session.CustomerFirstName,
+                ContactLastName    = session.CustomerLastName,
+                Phone              = session.CustomerPhone,
+                Email              = session.CustomerEmail,
+                IsActive           = true,
+                IsCommercial       = false
+            };
+            await _unitOfWork.Customers.AddAsync(customer);
+            await _unitOfWork.CompleteAsync(); // get Customer.Id
+        }
+
+        // 2. Apply SMS consent
+        if (session.SmsOptIn)
+        {
+            customer!.NotifyBySms      = true;
+            customer.SmsConsentedAt    = session.SubmittedAt ?? DateTime.UtcNow;
+            customer.SmsConsentMethod  = session.SessionType == KioskSessionType.InPerson
+                                            ? "KioskIntake"
+                                            : "RemoteIntake";
+        }
+
+        // 3. Resolve company preference: create a Quote (default) or a Job
+        var prefs          = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
+        var intakeOutput   = prefs?.KioskIntakeOutput ?? "Quote";
+        var createQuote    = !string.Equals(intakeOutput, "Job", StringComparison.OrdinalIgnoreCase);
+
+        session.LinkedCustomerId = customer!.Id;
+
+        if (createQuote)
+        {
+            // 3a. Create a Draft Quote so staff can price and send for approval
+            var quoteStatuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
+            var draftStatus   = quoteStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Quote.Draft);
+            if (draftStatus == null)
+                throw new InvalidOperationException($"No Draft quote status found for company {companyId}. Run Seed Data from Platform Management.");
+
+            var quoteNumber = await GenerateQuoteNumberAsync(companyId);
+            var quote = new Quote
+            {
+                CompanyId       = companyId,
+                CustomerId      = customer.Id,
+                QuoteNumber     = quoteNumber,
+                QuoteStatusId   = draftStatus.Id,
+                Description     = session.JobDescription,
+                Notes           = $"Source: {session.SessionType} kiosk intake",
+                QuoteDate       = DateTime.UtcNow,
+                ExpirationDate  = DateTime.UtcNow.AddDays(prefs?.DefaultQuoteValidityDays ?? 30)
+            };
+
+            await _unitOfWork.Quotes.AddAsync(quote);
+            await _unitOfWork.CompleteAsync();  // quote.Id now valid
+
+            session.LinkedQuoteId = quote.Id;
+        }
+        else
+        {
+            // 3b. Create a Pending Job directly (for shops that price on the spot)
+            var jobStatuses   = await _lookupCache.GetJobStatusLookupsAsync(companyId);
+            var pendingStatus = jobStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.Pending);
+            if (pendingStatus == null)
+                throw new InvalidOperationException($"No Pending job status found for company {companyId}. Run Seed Data from Platform Management.");
+
+            var priorities     = await _lookupCache.GetJobPriorityLookupsAsync(companyId);
+            var normalPriority = priorities.FirstOrDefault(p => p.PriorityCode == "NORMAL")
+                              ?? priorities.FirstOrDefault();
+            if (normalPriority == null)
+                throw new InvalidOperationException($"No job priority rows found for company {companyId}. Run Seed Data from Platform Management.");
+
+            var jobNumber = await GenerateJobNumberAsync(companyId);
+            var job = new Job
+            {
+                CompanyId           = companyId,
+                CustomerId          = customer.Id,
+                JobNumber           = jobNumber,
+                JobStatusId         = pendingStatus.Id,
+                JobPriorityId       = normalPriority.Id,
+                Description         = session.JobDescription,
+                SpecialInstructions = $"Source: {session.SessionType} kiosk intake"
+            };
+
+            await _unitOfWork.Jobs.AddAsync(job);
+            await _unitOfWork.CompleteAsync();  // job.Id now valid
+
+            session.LinkedJobId = job.Id;
+        }
+
+        // 4. Persist session links
+        await _unitOfWork.CompleteAsync();
+
+        // 5. Fire staff notification
+        var jobDesc   = session.JobDescription ?? "";
+        var snippet   = jobDesc.Length > 60 ? jobDesc[..60] + "…" : jobDesc;
+        var fullName  = $"{session.CustomerFirstName} {session.CustomerLastName}".Trim();
+        var intakeLabel = session.SessionType == KioskSessionType.Remote ? "Remote Intake" : "Walk-in Intake";
+        await _inApp.CreateAsync(
+            companyId,
+            $"{intakeLabel} Submitted",
+            $"{fullName} completed their intake form — {snippet}",
+            "KioskIntake",
+            link: $"/Kiosk/Intakes",
+            customerId: customer.Id);
+    }
+
+    /// <summary>
+    /// Generates the next sequential quote number using the company's configured prefix.
+    /// Mirrors GenerateQuoteNumberAsync in QuotesController — same format: PREFIX-YYMM-####.
+    /// Implemented here because KioskController processes anonymous requests and cannot
+    /// rely on ITenantContext to resolve the company ID.
+    /// </summary>
+    private async Task<string> GenerateQuoteNumberAsync(int companyId)
+    {
+        var now = DateTime.UtcNow;
+
+        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
+
+        var quotePrefix = !string.IsNullOrWhiteSpace(prefs?.QuoteNumberPrefix) ? prefs.QuoteNumberPrefix : "QT";
+        var prefix      = $"{quotePrefix}-{now:yy}{now:MM}";
+
+        var lastQuoteNumber = await _unitOfWork.Quotes.GetLastQuoteNumberByPrefixAsync(companyId, prefix);
+
+        if (lastQuoteNumber != null)
+        {
+            var lastNumberStr = lastQuoteNumber[(prefix.Length + 1)..];
+            if (int.TryParse(lastNumberStr, out int lastNumber))
+                return $"{prefix}-{(lastNumber + 1):D4}";
+        }
+
+        return $"{prefix}-0001";
+    }
+
+    /// <summary>
+    /// Generates the next sequential job number using the company's configured prefix.
+    /// Mirrors the logic in JobsController.GenerateJobNumber() — same format: PREFIX-YYMM-####.
+    /// </summary>
+    private async Task<string> GenerateJobNumberAsync(int companyId)
+    {
+        var year   = DateTime.Now.Year.ToString()[2..];
+        var month  = DateTime.Now.Month.ToString("D2");
+
+        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
+
+        var jobPrefix = !string.IsNullOrWhiteSpace(prefs?.JobNumberPrefix) ? prefs.JobNumberPrefix : "JOB";
+        var prefix    = $"{jobPrefix}-{year}{month}";
+
+        var lastJobNumber = await _unitOfWork.Jobs.GetLastJobNumberByPrefixAsync(companyId, prefix);
+
+        if (lastJobNumber != null)
+        {
+            var lastNumberStr = lastJobNumber[(prefix.Length + 1)..];
+            if (int.TryParse(lastNumberStr, out int lastNumber))
+                return $"{prefix}-{(lastNumber + 1):D4}";
+        }
+
+        return $"{prefix}-0001";
+    }
+
+    /// <summary>
+    /// Reads the KioskDevice cookie and parses the "{companyId}:{token}" value.
+    /// Returns null if the cookie is absent or malformed.
+    /// </summary>
+    private (int companyId, string token)? ReadKioskCookie()
+    {
+        if (!Request.Cookies.TryGetValue(CookieName, out var raw) || string.IsNullOrEmpty(raw))
+            return null;
+
+        var parts = raw.Split(':', 2);
+        if (parts.Length != 2 || !int.TryParse(parts[0], out int id))
+            return null;
+
+        return (id, parts[1]);
+    }
+
+    /// <summary>Writes a long-lived HttpOnly kiosk device cookie.</summary>
+    private void WriteKioskCookie(int companyId, string token)
+    {
+        Response.Cookies.Append(CookieName, $"{companyId}:{token}", new CookieOptions
+        {
+            HttpOnly  = true,
+            Secure    = true,
+            SameSite  = SameSiteMode.Lax,
+            MaxAge    = TimeSpan.FromDays(365)
+        });
+    }
+
+    /// <summary>Removes the kiosk device cookie (deactivation).</summary>
+    private void DeleteKioskCookie()
+    {
+        Response.Cookies.Delete(CookieName);
+    }
+
+    /// <summary>Returns the current authenticated user's CompanyId claim.</summary>
+    private int GetCurrentCompanyId()
+    {
+        var claim = User.FindFirst("CompanyId")?.Value;
+        return int.TryParse(claim, out int id) ? id : 0;
+    }
+
+    /// <summary>Sets ViewBag properties needed by _KioskLayout from a Company entity.</summary>
+    private async Task PopulateKioskViewBag(Company company)
+    {
+        ViewBag.CompanyId      = company.Id;
+        ViewBag.CompanyName    = company.CompanyName;
+        ViewBag.CompanyLogoUrl = !string.IsNullOrEmpty(company.LogoFilePath)
+            ? Url.Action("Logo", "Kiosk")
+            : null;
+        ViewBag.WelcomeUrl = "/Kiosk/Welcome";
+
+        // Pass the intake output setting so Terms.cshtml can show matching wording
+        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == company.Id && !p.IsDeleted, ignoreQueryFilters: true);
+        ViewBag.KioskIntakeOutput = prefs?.KioskIntakeOutput ?? "Quote";
+    }
+
+    /// <summary>Loads the company from a session's CompanyId and populates ViewBag.</summary>
+    private async Task PopulateKioskViewBagFromSession(KioskSession session)
+    {
+        var company = await _unitOfWork.Companies.GetByIdAsync(session.CompanyId, ignoreQueryFilters: true);
+        if (company != null)
+            await PopulateKioskViewBag(company);
+
+        ViewBag.SessionToken = session.SessionToken;
+        ViewBag.SessionType  = session.SessionType;
+
+        // In-person kiosk: reset to Welcome screen after 45 s of inactivity so an
+        // abandoned tablet doesn't stay on a customer's half-filled form indefinitely.
+        // Remote sessions: customer is on their own phone — never redirect; they may
+        // take several minutes between steps and have no KioskDevice cookie anyway.
+        if (session.SessionType == KioskSessionType.InPerson)
+            ViewBag.InactivityTimeoutMs = 45_000;
+        else
+            ViewBag.ShowInactivityTimer = false;
+    }
+}

src/PowderCoating.Web/Controllers/PaymentController.cs

@@ -9,6 +9,7 @@ using PowderCoating.Core.Interfaces;
 using PowderCoating.Infrastructure.Data;
 using PowderCoating.Shared.Constants;
 using Stripe;
+using AccountSubTypeEnum = PowderCoating.Core.Enums.AccountSubType;
 
 namespace PowderCoating.Web.Controllers;
 
@@ -26,6 +27,7 @@ public class PaymentController : Controller
     private readonly IInAppNotificationService _inApp;
     private readonly IConfiguration _configuration;
     private readonly ILogger<PaymentController> _logger;
+    private readonly IAccountBalanceService _accountBalanceService;
 
     public PaymentController(
         ApplicationDbContext context,
@@ -33,7 +35,8 @@ public class PaymentController : Controller
         INotificationService notificationService,
         IInAppNotificationService inApp,
         IConfiguration configuration,
-        ILogger<PaymentController> logger)
+        ILogger<PaymentController> logger,
+        IAccountBalanceService accountBalanceService)
     {
         _context = context;
         _stripeConnect = stripeConnect;
@@ -41,6 +44,7 @@ public class PaymentController : Controller
         _inApp = inApp;
         _configuration = configuration;
         _logger = logger;
+        _accountBalanceService = accountBalanceService;
     }
 
     // ─── GET /pay/{token} ────────────────────────────────────────────────────
@@ -149,6 +153,86 @@ public class PaymentController : Controller
         return Ok(new { clientSecret, surchargeAmount = surcharge });
     }
 
+    // ─── GET /invoice/{token} ────────────────────────────────────────────────
+
+    /// <summary>
+    /// Customer-facing read-only invoice view page. Resolved via PublicViewToken (permanent, no expiry).
+    /// Shows full line items, totals, and company branding. If a valid PaymentLinkToken exists, renders
+    /// a "Pay Now" button linking to /pay/{paymentLinkToken}. This is the link sent in SMS messages
+    /// since SMS cannot attach a PDF.
+    /// </summary>
+    [HttpGet("/invoice/{token}")]
+    public async Task<IActionResult> InvoiceView(string token)
+    {
+        try
+        {
+            var invoice = await _context.Invoices
+                .AsNoTracking()
+                .Include(i => i.InvoiceItems)
+                .Include(i => i.Customer)
+                .Include(i => i.Job)
+                .IgnoreQueryFilters()
+                .FirstOrDefaultAsync(i => i.PublicViewToken == token && !i.IsDeleted);
+
+            if (invoice == null)
+                return View("PaymentError", "This invoice link is invalid or has been removed.");
+
+            var company = await _context.Companies.AsNoTracking()
+                .IgnoreQueryFilters()
+                .FirstOrDefaultAsync(c => c.Id == invoice.CompanyId && !c.IsDeleted);
+
+            if (company == null)
+                return View("PaymentError", "Unable to load invoice details.");
+
+            var paymentUrl = (!string.IsNullOrEmpty(invoice.PaymentLinkToken)
+                && invoice.PaymentLinkExpiresAt > DateTime.UtcNow
+                && invoice.BalanceDue > 0)
+                ? $"{Request.Scheme}://{Request.Host}/pay/{invoice.PaymentLinkToken}"
+                : null;
+
+            var vm = new InvoiceViewViewModel
+            {
+                InvoiceNumber  = invoice.InvoiceNumber,
+                InvoiceDate    = invoice.InvoiceDate,
+                DueDate        = invoice.DueDate,
+                CustomerName   = invoice.Customer != null
+                    ? $"{invoice.Customer.ContactFirstName} {invoice.Customer.ContactLastName}".Trim()
+                    : "Valued Customer",
+                CompanyName    = company.CompanyName,
+                CompanyPhone   = company.Phone,
+                CompanyAddress = string.Join(", ", new[] { company.Address, company.City, company.State, company.ZipCode }
+                    .Where(s => !string.IsNullOrWhiteSpace(s))),
+                LogoFilePath   = company.LogoFilePath,
+                SubTotal       = invoice.SubTotal,
+                TaxPercent     = invoice.TaxPercent,
+                TaxAmount      = invoice.TaxAmount,
+                DiscountAmount = invoice.DiscountAmount,
+                Total          = invoice.Total,
+                AmountPaid     = invoice.AmountPaid,
+                BalanceDue     = invoice.BalanceDue,
+                Status         = invoice.Status,
+                Notes          = invoice.Notes,
+                Terms          = invoice.Terms,
+                JobNumber      = invoice.Job?.JobNumber,
+                PaymentUrl     = paymentUrl,
+                LineItems      = invoice.InvoiceItems.Select(i => new InvoiceViewLineItem
+                {
+                    Description = i.Description,
+                    Quantity    = i.Quantity,
+                    UnitPrice   = i.UnitPrice,
+                    TotalPrice  = i.TotalPrice
+                }).ToList()
+            };
+
+            return View(vm);
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "InvoiceView failed for token {Token}", token);
+            return View("PaymentError", "An error occurred loading this invoice.");
+        }
+    }
+
     // ─── GET /pay/deposit/{token} ────────────────────────────────────────────
 
     /// <summary>
@@ -378,8 +462,30 @@ public class PaymentController : Controller
 
         invoice.UpdatedAt = DateTime.UtcNow;
         _context.Update(invoice);
+
+        // Create a Payment record so the payment appears in AR and bank reports, and make the
+        // matching GL entries. Manual payments go through RecordPayment which does the same thing;
+        // this makes Stripe payments consistent with that path.
+        var (arAcctId, checkingAcctId) = await GetGlAccountIdsAsync(invoice.CompanyId);
+        var stripePayment = new Core.Entities.Payment
+        {
+            InvoiceId        = invoice.Id,
+            Amount           = netPayment,
+            PaymentDate      = DateTime.UtcNow,
+            PaymentMethod    = PowderCoating.Core.Enums.PaymentMethod.CreditDebitCard,
+            Reference        = intent.Id,
+            Notes            = $"Online payment via Stripe. Surcharge: {surcharge:C}",
+            DepositAccountId = checkingAcctId,
+            CompanyId        = invoice.CompanyId,
+            CreatedAt        = DateTime.UtcNow
+        };
+        _context.Payments.Add(stripePayment);
+
         await _context.SaveChangesAsync();
 
+        await _accountBalanceService.DebitAsync(checkingAcctId, netPayment);
+        await _accountBalanceService.CreditAsync(arAcctId, netPayment);
+
         _logger.LogInformation("Online payment of {Amount:C} received for invoice {InvoiceId}", amountPaidDollars, invoiceId);
 
         await _notificationService.NotifyOnlinePaymentReceivedAsync(invoice, netPayment, surcharge, intent.Id);
@@ -553,19 +659,22 @@ public class PaymentController : Controller
 
         var refundAmountDollars = latestRefund.Amount / 100m;
 
+        var (arAcctIdR, checkingAcctIdR) = await GetGlAccountIdsAsync(invoice.CompanyId);
+
         var refund = new Core.Entities.Refund
         {
-            CompanyId    = invoice.CompanyId,
-            InvoiceId    = invoice.Id,
-            Amount       = refundAmountDollars,
-            RefundDate   = latestRefund.Created,
-            RefundMethod = Core.Enums.PaymentMethod.CreditDebitCard,
-            Reason       = latestRefund.Reason ?? "Stripe refund",
-            Reference    = latestRefund.Id,
-            Notes        = $"Automatic refund via Stripe. PaymentIntent: {charge.PaymentIntentId}",
-            Status       = Core.Enums.RefundStatus.Issued,
-            IssuedDate   = DateTime.UtcNow,
-            CreatedAt    = DateTime.UtcNow
+            CompanyId        = invoice.CompanyId,
+            InvoiceId        = invoice.Id,
+            Amount           = refundAmountDollars,
+            RefundDate       = latestRefund.Created,
+            RefundMethod     = Core.Enums.PaymentMethod.CreditDebitCard,
+            Reason           = latestRefund.Reason ?? "Stripe refund",
+            Reference        = latestRefund.Id,
+            Notes            = $"Automatic refund via Stripe. PaymentIntent: {charge.PaymentIntentId}",
+            Status           = Core.Enums.RefundStatus.Issued,
+            IssuedDate       = DateTime.UtcNow,
+            DepositAccountId = checkingAcctIdR,
+            CreatedAt        = DateTime.UtcNow
         };
         _context.Refunds.Add(refund);
 
@@ -588,6 +697,10 @@ public class PaymentController : Controller
         _context.Update(invoice);
         await _context.SaveChangesAsync();
 
+        // GL: DR AR (customer owes again) / CR Checking (cash left the bank)
+        await _accountBalanceService.DebitAsync(arAcctIdR, refundAmountDollars);
+        await _accountBalanceService.CreditAsync(checkingAcctIdR, refundAmountDollars);
+
         _logger.LogInformation("Refund of {Amount:C} recorded for invoice {InvoiceId} (Stripe refund {RefundId})",
             refundAmountDollars, invoice.Id, latestRefund.Id);
     }
@@ -652,19 +765,22 @@ public class PaymentController : Controller
             if (alreadyRecorded) return;
 
             var amount = dispute.Amount / 100m;
+            var (arAcctIdD, checkingAcctIdD) = await GetGlAccountIdsAsync(invoice.CompanyId);
+
             var refund = new Core.Entities.Refund
             {
-                CompanyId    = invoice.CompanyId,
-                InvoiceId    = invoice.Id,
-                Amount       = amount,
-                RefundDate   = DateTime.UtcNow,
-                RefundMethod = Core.Enums.PaymentMethod.CreditDebitCard,
-                Reason       = "Chargeback lost — funds returned to customer",
-                Reference    = dispute.Id,
-                Notes        = $"Automatic chargeback loss via Stripe. Dispute ID: {dispute.Id}",
-                Status       = Core.Enums.RefundStatus.Issued,
-                IssuedDate   = DateTime.UtcNow,
-                CreatedAt    = DateTime.UtcNow
+                CompanyId        = invoice.CompanyId,
+                InvoiceId        = invoice.Id,
+                Amount           = amount,
+                RefundDate       = DateTime.UtcNow,
+                RefundMethod     = Core.Enums.PaymentMethod.CreditDebitCard,
+                Reason           = "Chargeback lost — funds returned to customer",
+                Reference        = dispute.Id,
+                Notes            = $"Automatic chargeback loss via Stripe. Dispute ID: {dispute.Id}",
+                Status           = Core.Enums.RefundStatus.Issued,
+                IssuedDate       = DateTime.UtcNow,
+                DepositAccountId = checkingAcctIdD,
+                CreatedAt        = DateTime.UtcNow
             };
             _context.Refunds.Add(refund);
 
@@ -687,6 +803,9 @@ public class PaymentController : Controller
             _context.Update(invoice);
             await _context.SaveChangesAsync();
 
+            await _accountBalanceService.DebitAsync(arAcctIdD, amount);
+            await _accountBalanceService.CreditAsync(checkingAcctIdD, amount);
+
             _logger.LogWarning("Chargeback lost for invoice {InvoiceId}, {Amount:C} reversed", invoice.Id, amount);
         }
     }
@@ -696,6 +815,27 @@ public class PaymentController : Controller
     /// where the invoice ID is not in the Stripe metadata. <c>IgnoreQueryFilters</c> is required
     /// because there is no authenticated tenant context in webhook handlers.
     /// </summary>
+    /// <summary>
+    /// Resolves the primary AR and Checking/Cash account IDs for a company, used by webhook handlers
+    /// to make GL entries without an authenticated tenant context. Returns nulls gracefully so
+    /// IAccountBalanceService.DebitAsync/CreditAsync silently skips missing accounts.
+    /// </summary>
+    private async Task<(int? ArAccountId, int? CheckingAccountId)> GetGlAccountIdsAsync(int companyId)
+    {
+        var ar = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.IsActive && !a.IsDeleted
+                     && a.AccountSubType == AccountSubTypeEnum.AccountsReceivable)
+            .Select(a => (int?)a.Id)
+            .FirstOrDefaultAsync();
+        var checking = await _context.Accounts
+            .Where(a => a.CompanyId == companyId && a.IsActive && !a.IsDeleted
+                     && (a.AccountSubType == AccountSubTypeEnum.Checking
+                      || a.AccountSubType == AccountSubTypeEnum.Cash))
+            .Select(a => (int?)a.Id)
+            .FirstOrDefaultAsync();
+        return (ar, checking);
+    }
+
     private async Task<Core.Entities.Invoice?> FindInvoiceByPaymentIntentAsync(string? paymentIntentId)
     {
         if (string.IsNullOrEmpty(paymentIntentId)) return null;
@@ -837,6 +977,39 @@ public class DepositPaymentPageViewModel
     public string StripeAccountId      { get; set; } = string.Empty;
 }
 
+public class InvoiceViewViewModel
+{
+    public string InvoiceNumber  { get; set; } = string.Empty;
+    public DateTime InvoiceDate  { get; set; }
+    public DateTime? DueDate     { get; set; }
+    public string CustomerName   { get; set; } = string.Empty;
+    public string CompanyName    { get; set; } = string.Empty;
+    public string? CompanyPhone  { get; set; }
+    public string? CompanyAddress { get; set; }
+    public string? LogoFilePath  { get; set; }
+    public decimal SubTotal      { get; set; }
+    public decimal TaxPercent    { get; set; }
+    public decimal TaxAmount     { get; set; }
+    public decimal DiscountAmount { get; set; }
+    public decimal Total         { get; set; }
+    public decimal AmountPaid    { get; set; }
+    public decimal BalanceDue    { get; set; }
+    public InvoiceStatus Status  { get; set; }
+    public string? Notes         { get; set; }
+    public string? Terms         { get; set; }
+    public string? JobNumber     { get; set; }
+    public string? PaymentUrl    { get; set; }
+    public List<InvoiceViewLineItem> LineItems { get; set; } = new();
+}
+
+public class InvoiceViewLineItem
+{
+    public string Description { get; set; } = string.Empty;
+    public decimal Quantity   { get; set; }
+    public decimal UnitPrice  { get; set; }
+    public decimal TotalPrice  { get; set; }
+}
+
 public class CreateIntentRequest
 {
     public decimal Amount { get; set; }

src/PowderCoating.Web/Controllers/QuotesController.cs

@@ -1,4 +1,5 @@
-using AutoMapper;
+using System.Text.Json;
+using AutoMapper;
 using Microsoft.Extensions.Configuration;
 using PowderCoating.Shared.Constants;
 using Microsoft.AspNetCore.Authorization;
@@ -2839,14 +2840,47 @@ public class QuotesController : Controller
             JobNumber = await GenerateJobNumberAsync(),
             CustomerId = quote.CustomerId ?? 0, // Should always have a customer by approval time
             QuoteId = quote.Id,
-            OvenCostId = quote.OvenCostId, // Carry oven selection from quote
+            OvenCostId       = quote.OvenCostId,       // Carry oven selection from quote
+            OvenBatches      = quote.OvenBatches > 0 ? quote.OvenBatches : 1,
+            OvenCycleMinutes = quote.OvenCycleMinutes,
             Description = quote.Description ?? $"Job from Quote {quote.QuoteNumber}",
             JobStatusId = approvedStatus?.Id ?? 1,
             JobPriorityId = selectedPriority?.Id ?? 1,
             QuotedPrice             = quote.Total,
             FinalPrice              = quote.Total,
+            OvenBatchCost           = quote.OvenBatchCost,
             ShopSuppliesAmount      = quote.ShopSuppliesAmount,
             ShopSuppliesPercent     = quote.ShopSuppliesPercent,
+            PricingBreakdownJson    = JsonSerializer.Serialize(new QuotePricingBreakdownDto
+            {
+                MaterialCosts               = quote.MaterialCosts,
+                LaborCosts                  = quote.LaborCosts,
+                EquipmentCosts              = quote.EquipmentCosts,
+                ItemsSubtotal               = quote.ItemsSubtotal,
+                OvenBatchCost               = quote.OvenBatchCost,
+                OvenBatches                 = quote.OvenBatches,
+                OvenCycleMinutes            = quote.OvenCycleMinutes ?? 0,
+                FacilityOverheadCost        = quote.FacilityOverheadCost,
+                FacilityOverheadRatePerHour = quote.FacilityOverheadRatePerHour,
+                ShopSuppliesAmount          = quote.ShopSuppliesAmount,
+                ShopSuppliesPercent         = quote.ShopSuppliesPercent,
+                OverheadCosts               = quote.OverheadAmount,
+                OverheadPercent             = quote.OverheadPercent,
+                ProfitMargin                = quote.ProfitMargin,
+                ProfitPercent               = quote.ProfitPercent,
+                SubtotalBeforeDiscount      = quote.SubTotal,
+                PricingTierDiscountAmount   = quote.PricingTierDiscountAmount,
+                PricingTierDiscountPercent  = quote.PricingTierDiscountPercent,
+                QuoteDiscountAmount         = quote.QuoteDiscountAmount,
+                QuoteDiscountPercent        = quote.QuoteDiscountPercent,
+                DiscountAmount              = quote.DiscountAmount,
+                DiscountPercent             = quote.DiscountPercent,
+                SubtotalAfterDiscount       = quote.SubtotalAfterDiscount,
+                RushFee                     = quote.RushFee,
+                TaxAmount                   = quote.TaxAmount,
+                TaxPercent                  = quote.TaxPercent,
+                Total                       = quote.Total
+            }),
             CustomerPO              = quote.CustomerPO,
             InternalNotes           = quote.Notes,  // Copy internal notes from quote
             IsCustomerApproved      = true,

src/PowderCoating.Web/Controllers/VendorCreditsController.cs

@@ -195,6 +195,10 @@ public class VendorCreditsController : Controller
             foreach (var line in vc.LineItems)
                 await _accountBalanceService.CreditAsync(line.AccountId, line.Amount);
 
+            // Record posting date so Void() can reverse only if GL entries were actually made.
+            vc.PostedDate = DateTime.UtcNow;
+            await _unitOfWork.VendorCredits.UpdateAsync(vc);
+
             // Status stays Open — the credit is now in the GL but not yet applied to a bill
             await _unitOfWork.CompleteAsync();
         });
@@ -260,6 +264,12 @@ public class VendorCreditsController : Controller
 
     // ── Void ─────────────────────────────────────────────────────────────────
 
+    /// <summary>
+    /// Voids a vendor credit. If the credit was previously posted (PostedDate is set), reverses the
+    /// original GL entries: CR Accounts Payable / DR each expense line item, restoring both balances.
+    /// Only the unapplied RemainingAmount of AP is reversed — applied portions reduced bill balances
+    /// that are already settled and remain part of the immutable audit trail.
+    /// </summary>
     [HttpPost]
     [Authorize(Policy = AppConstants.Policies.CompanyAdminOnly)]
     [ValidateAntiForgeryToken]
@@ -267,7 +277,10 @@ public class VendorCreditsController : Controller
     {
         if (!AllowAccounting()) return RedirectToAction("Landing", "Reports");
 
-        var vc = await _unitOfWork.VendorCredits.GetByIdAsync(id);
+        var vc = (await _unitOfWork.VendorCredits.FindAsync(
+            v => v.Id == id, false,
+            v => v.LineItems))
+            .FirstOrDefault();
         if (vc == null) return NotFound();
 
         if (vc.Status == VendorCreditStatus.Applied)
@@ -276,9 +289,25 @@ public class VendorCreditsController : Controller
             return RedirectToAction(nameof(Details), new { id });
         }
 
-        vc.Status          = VendorCreditStatus.Voided;
-        vc.RemainingAmount = 0;
-        await _unitOfWork.CompleteAsync();
+        await _unitOfWork.ExecuteInTransactionAsync(async () =>
+        {
+            // Reverse GL only if Post() was previously called; unposted credits have no GL entries.
+            if (vc.PostedDate.HasValue && vc.RemainingAmount > 0)
+            {
+                // CR AP for the unapplied amount (undoes the debit made at Post time)
+                await _accountBalanceService.CreditAsync(vc.APAccountId, vc.RemainingAmount);
+
+                // DR each expense line proportionally (unapplied fraction of each line)
+                var applyRatio = vc.Total > 0 ? vc.RemainingAmount / vc.Total : 1m;
+                foreach (var line in vc.LineItems)
+                    await _accountBalanceService.DebitAsync(line.AccountId, line.Amount * applyRatio);
+            }
+
+            vc.Status          = VendorCreditStatus.Voided;
+            vc.RemainingAmount = 0;
+            await _unitOfWork.VendorCredits.UpdateAsync(vc);
+            await _unitOfWork.CompleteAsync();
+        });
 
         TempData["Success"] = $"Vendor credit {vc.CreditNumber} voided.";
         return RedirectToAction(nameof(Index));

src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs

@@ -109,6 +109,7 @@ public static class HelpKnowledgeBase
         - Job Priority Board → /JobsPriority
         - Online Payments → /Invoices/OnlinePayments
         - Gift Certificates → /GiftCertificates
+        - Intake Sessions → /Kiosk/Intakes (walk-in and remote intake sessions submitted via the kiosk tablet)
 
         **Inventory section:**
         - Catalog Items → /CatalogItems
@@ -1265,6 +1266,60 @@ public static class HelpKnowledgeBase
 
         ---
 
+        ## CUSTOMER INTAKE KIOSK
+
+        **Where:** Kiosk Setup → [/Kiosk/Activate](/Kiosk/Activate) | Intake Sessions → [/Kiosk/Intakes](/Kiosk/Intakes)
+
+        **What it does:** Lets walk-in customers fill out their own intake form on a front-desk tablet. On submission, a Customer record and either a Draft Quote or a Pending Job are auto-created (controlled by the Kiosk Output Setting), and staff receive an in-app notification. Also supports remote intake via email link so customers fill out the form on their own phone before arriving.
+
+        **Kiosk Output Setting (Company Settings → Kiosk tab):**
+        - "Create a Quote" (default) — creates a Draft quote on submission; terms shown to customer say "subject to a formal quote." Best for shops that price after seeing the parts.
+        - "Create a Job" — creates a Pending job on submission; terms say "team member will reach out about pricing." Best for shops that price on the spot.
+
+        **Setup (one-time per device):**
+        1. Go to Settings → Kiosk Setup (or /Kiosk/Activate)
+        2. Click Activate Kiosk — generates a secure activation token and sets a device cookie (365-day lifespan)
+        3. On the tablet browser, navigate to /Kiosk/Welcome — the tablet is now in kiosk mode
+        4. Add to Home Screen on iOS/Android for a full-screen PWA experience that preserves camera permissions
+
+        **Starting an in-person intake:**
+        1. Customer approaches the tablet — it shows the Welcome screen with company logo and a green "Ready" dot
+        2. Staff member clicks "Start Intake" on the Dashboard (Kiosk card)
+        3. Tablet picks up the new session within 3 seconds and auto-navigates to the intake form
+        4. Customer completes 3 steps: Contact info → Job description → Terms & drawn signature
+        5. On submit: thank-you screen shown, kiosk returns to Welcome after 30 seconds
+        6. If idle for 45 seconds during any intake step, the form resets to the Welcome screen automatically
+
+        **Sending a remote intake link:**
+        - Click "Send Intake Link" on the Dashboard Kiosk card OR from /Kiosk/Intakes → Send Intake Link
+        - Enter the customer's email → they receive a link to complete the form on their own device
+        - Remote sessions use a checkbox agreement instead of a drawn signature
+
+        **What happens on submission:**
+        - Customer is matched by email (first), then phone; if no match, a new non-commercial customer is created
+        - A Draft Quote or Pending Job is created depending on the Kiosk Output Setting (see above)
+        - SMS opt-in updates the customer record with NotifyBySms = true and a TCPA-compliant consent timestamp
+        - In-app notification fires: "Walk-in Intake Submitted" (in-person) or "Remote Intake Submitted" (remote link) with a link to /Kiosk/Intakes
+
+        **Reviewing submissions (Intake Sessions page):**
+        - Filter tabs: All / Submitted / Pending / Expired
+        - Each row shows customer name, phone, email, job description snippet, session type badge, SMS opt-in icon
+        - "View Quote" button → appears in Quote mode; opens the auto-created Draft quote for pricing and review
+        - "View Job" button → appears in Job mode; opens the auto-created Pending job so staff can assign and progress it
+        - "Customer" button → opens the matched/created customer record
+        - If submission failed (e.g. seed data not run), the session is still marked Submitted but buttons won't appear — raw intake data is still visible so staff can create manually
+
+        **Dashboard Kiosk card:** Shows whether the kiosk is activated. Contains "Start Intake" (triggers in-person session) and "Send Intake Link" (opens email dialog) buttons. Both are disabled if the kiosk is not activated.
+
+        **Troubleshooting:**
+        - "Connection issue — retrying…" on tablet: Wi-Fi problem; dot auto-recovers when connectivity returns
+        - Tablet doesn't respond to Start Intake: waits up to 3 s; reload Welcome page if still stuck
+        - No View Quote/Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data
+        - Signature pad not working: requires capacitive touch (finger or stylus); ensure "Request Desktop Site" is off in browser settings
+        - AI quote times out on mobile: photos are auto-compressed; "Still analyzing…" message appears after 30 s; retry on stronger connection
+
+        ---
+
         ## COMMON WORKFLOWS
 
         **New company first-time setup:**
@@ -1279,6 +1334,15 @@ public static class HelpKnowledgeBase
         **Prospect to customer:**
         Create Quote for prospect → Quote Approved → Convert Prospect to Customer → Convert Quote to Job
 
+        **Walk-in customer intake (kiosk — Quote mode):**
+        Staff clicks "Start Intake" on Dashboard → tablet navigates to intake form within 3 s → customer fills out 3 steps (contact, job description, terms + signature) → system creates Customer + Draft Quote → "Walk-in Intake Submitted" notification fires → staff reviews at /Kiosk/Intakes → clicks "View Quote" to price and send the quote
+
+        **Walk-in customer intake (kiosk — Job mode):**
+        Same flow as above, but system creates a Pending Job instead of a Quote → staff clicks "View Job" to assign a worker and progress the job through the workflow
+
+        **Remote intake (customer fills out before arriving):**
+        Staff clicks "Send Intake Link" on Dashboard or Intakes page → enters customer email → customer receives link and completes form on their own device → same auto-create flow as in-person; notification reads "Remote Intake Submitted"
+
         **Walk-in / phone quote (quick estimate):**
         Click the AI Quick Quote button (dark-blue floating button, bottom-right) → type description → AI returns price estimate → Save as draft under "Walk-In / Phone" → open the quote → reassign the Customer dropdown on Quote Details to the real customer record once you have their info
 

src/PowderCoating.Web/Hubs/KioskHub.cs

@@ -0,0 +1,55 @@
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.SignalR;
+using Microsoft.Extensions.Logging;
+
+namespace PowderCoating.Web.Hubs;
+
+/// <summary>
+/// SignalR hub that delivers "StartIntake" push events to the front-desk tablet.
+/// Deliberately [AllowAnonymous] — the tablet runs without a logged-in user.
+/// Security is enforced at the kiosk route level via the KioskActivationToken cookie.
+///
+/// On connect the tablet passes ?companyId=N in the hub URL query string; this hub
+/// places that connection in the company-scoped group "kiosk-{companyId}" so that
+/// KioskController.StartSession can push to exactly that company's tablet.
+/// </summary>
+[AllowAnonymous]
+public class KioskHub : Hub
+{
+    private readonly ILogger<KioskHub> _logger;
+
+    /// <summary>Initialises the hub with the required logger.</summary>
+    public KioskHub(ILogger<KioskHub> logger)
+    {
+        _logger = logger;
+    }
+
+    /// <summary>
+    /// Joins the connection to the company-scoped kiosk group on connect.
+    /// companyId is read from the ?companyId query param embedded in the hub URL by the Welcome view.
+    /// </summary>
+    public override async Task OnConnectedAsync()
+    {
+        try
+        {
+            var companyId = Context.GetHttpContext()?.Request.Query["companyId"].FirstOrDefault();
+            if (!string.IsNullOrEmpty(companyId))
+                await Groups.AddToGroupAsync(Context.ConnectionId, $"kiosk-{companyId}");
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error in KioskHub.OnConnectedAsync for connection {ConnectionId}", Context.ConnectionId);
+        }
+
+        await base.OnConnectedAsync();
+    }
+
+    /// <summary>Logs unexpected disconnects (e.g. tablet going to sleep).</summary>
+    public override async Task OnDisconnectedAsync(Exception? exception)
+    {
+        if (exception != null)
+            _logger.LogWarning(exception, "KioskHub client disconnected with error: {ConnectionId}", Context.ConnectionId);
+
+        await base.OnDisconnectedAsync(exception);
+    }
+}

src/PowderCoating.Web/Middleware/OnlineUserMiddleware.cs

@@ -50,6 +50,12 @@ public class OnlineUserMiddleware
     {
         await _next(context);
 
+        // Skip AJAX/JSON responses — they are not page navigations and would
+        // cause the "current page" to show the polling endpoint (e.g. /InAppNotifications/Recent)
+        // rather than the actual page the user is on.
+        if (context.Response.ContentType?.Contains("application/json", StringComparison.OrdinalIgnoreCase) == true)
+            return;
+
         // Only track authenticated, non-API, non-asset requests
         if (!context.User.Identity?.IsAuthenticated ?? true) return;
         var path = context.Request.Path.Value ?? string.Empty;

src/PowderCoating.Web/Middleware/SubscriptionMiddleware.cs

@@ -47,6 +47,8 @@ public class SubscriptionMiddleware
         "/Billing",
         "/api/",
         "/stripe/",
+        "/hubs/",
+        "/Kiosk/",
         "/Profile/Photo",
         "/CompanyLogo",
         "/AccountDataExport"

src/PowderCoating.Web/Program.cs

@@ -727,6 +727,12 @@ app.UseMiddleware<PowderCoating.Web.Middleware.MustChangePasswordMiddleware>();
 // Track authenticated user presence (throttled, in-memory)
 app.UseMiddleware<PowderCoating.Web.Middleware.OnlineUserMiddleware>();
 
+// Kiosk intake steps use /Kiosk/Intake/{token}/{action} so the token is a path segment
+app.MapControllerRoute(
+    name: "kiosk_intake",
+    pattern: "Kiosk/Intake/{token}/{action}",
+    defaults: new { controller = "Kiosk" });
+
 app.MapControllerRoute(
     name: "default",
     pattern: "{controller=Home}/{action=Index}/{id?}");
@@ -736,6 +742,7 @@ app.MapRazorPages();
 // Map SignalR hubs
 app.MapHub<PowderCoating.Web.Hubs.NotificationHub>("/hubs/notifications");
 app.MapHub<PowderCoating.Web.Hubs.ShopHub>("/hubs/shop");
+app.MapHub<PowderCoating.Web.Hubs.KioskHub>("/hubs/kiosk");
 
 app.MapHealthChecks("/health");
 

src/PowderCoating.Web/Services/InAppNotificationService.cs

@@ -72,6 +72,7 @@ public class InAppNotificationService : IInAppNotificationService
                 message = notification.Message,
                 link = notification.Link,
                 notificationType = notification.NotificationType,
+                customerId = notification.CustomerId,
                 createdAt = now.ToString("o")
             });
         }

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

@@ -232,4 +232,3 @@
         });
     </script>
 }
-

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

@@ -109,6 +109,69 @@
             <span class="fw-semibold">Per-Company Breakdown</span>
             <span class="text-muted small">@Model.Rows.Count companies total</span>
         </div>
+        <div class="mobile-card-view">
+            <div class="mobile-card-list">
+                @foreach (var row in Model.Rows)
+                {
+                    <div class="mobile-data-card">
+                        <div class="mobile-card-header">
+                            <div class="mobile-card-icon" style="background: linear-gradient(135deg, #7c3aed 0%, #5b21b6 100%);">
+                                <i class="bi bi-robot"></i>
+                            </div>
+                            <div class="mobile-card-title">
+                                <h6>@row.CompanyName @if (!row.IsActive) { <span class="badge bg-secondary ms-1">Inactive</span> }</h6>
+                                <small><span class="badge bg-secondary-subtle text-secondary-emphasis border border-secondary-subtle">@row.Plan</span></small>
+                            </div>
+                        </div>
+                        <div class="mobile-card-body">
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Today</span>
+                                <span class="mobile-card-value @(row.Today > 0 ? "fw-semibold" : "text-muted")">
+                                    @if (row.Today > 0) { @row.Today.ToString("N0") } else { <span>&mdash;</span> }
+                                </span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">30 Days</span>
+                                <span class="mobile-card-value @(row.Last30Days > 0 ? "fw-semibold" : "text-muted")">
+                                    @if (row.Last30Days > 0) { @row.Last30Days.ToString("N0") } else { <span>&mdash;</span> }
+                                </span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">All Time</span>
+                                <span class="mobile-card-value @(row.AllTime > 0 ? "" : "text-muted")">
+                                    @if (row.AllTime > 0) { @row.AllTime.ToString("N0") } else { <span>&mdash;</span> }
+                                </span>
+                            </div>
+                            @if (row.TopFeature != null)
+                            {
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Top Feature</span>
+                                    <span class="mobile-card-value">
+                                        <i class="bi @FeatureIcon(row.TopFeature) me-1 text-muted"></i>@row.FeatureDisplayName(row.TopFeature)
+                                    </span>
+                                </div>
+                            }
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Tier</span>
+                                <span class="mobile-card-value"><span class="badge @row.TierBadgeClass">@row.UsageTier</span></span>
+                            </div>
+                        </div>
+                        <div class="mobile-card-footer">
+                            <a asp-controller="Companies" asp-action="Details" asp-route-id="@row.CompanyId" class="btn btn-sm btn-outline-secondary">
+                                <i class="bi bi-building me-1"></i>Company
+                            </a>
+                        </div>
+                    </div>
+                }
+                @if (!Model.Rows.Any())
+                {
+                    <div class="text-center text-muted py-5">
+                        <i class="bi bi-robot fs-1 d-block mb-2 opacity-25"></i>
+                        No AI usage logged yet.
+                    </div>
+                }
+            </div>
+        </div>
         <div class="table-responsive">
             <table class="table table-hover mb-0 align-middle" id="aiUsageTable">
                 <thead class="table-light">

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

@@ -176,6 +176,60 @@
     <div class="card-body">
         @if (Model.Items.Any())
         {
+            <div class="mobile-card-view">
+                <div class="mobile-card-list">
+                    @foreach (var appointment in Model.Items)
+                    {
+                        <div class="mobile-data-card">
+                            <div class="mobile-card-header">
+                                <div class="mobile-card-icon" style="background: linear-gradient(135deg, #0ea5e9 0%, #0284c7 100%);">
+                                    <i class="bi bi-calendar-event"></i>
+                                </div>
+                                <div class="mobile-card-title">
+                                    <h6>@appointment.Title</h6>
+                                    <small>@appointment.ScheduledStartTime.ToString("MMM dd, yyyy")<br />@(!appointment.IsAllDay ? $"{appointment.ScheduledStartTime:h:mm tt} &ndash; {appointment.ScheduledEndTime:h:mm tt}" : "All Day")</small>
+                                </div>
+                            </div>
+                            <div class="mobile-card-body">
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Status</span>
+                                    <span class="mobile-card-value">
+                                        <span class="badge bg-@appointment.StatusColorClass">@appointment.StatusDisplayName</span>
+                                    </span>
+                                </div>
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Type</span>
+                                    <span class="mobile-card-value">
+                                        <span class="badge bg-@appointment.TypeColorClass">@appointment.TypeDisplayName</span>
+                                    </span>
+                                </div>
+                                @if (!string.IsNullOrEmpty(appointment.CustomerName))
+                                {
+                                    <div class="mobile-card-row">
+                                        <span class="mobile-card-label">Customer</span>
+                                        <span class="mobile-card-value">@appointment.CustomerName</span>
+                                    </div>
+                                }
+                                @if (!string.IsNullOrEmpty(appointment.AssignedWorkerName))
+                                {
+                                    <div class="mobile-card-row">
+                                        <span class="mobile-card-label">Worker</span>
+                                        <span class="mobile-card-value">@appointment.AssignedWorkerName</span>
+                                    </div>
+                                }
+                            </div>
+                            <div class="mobile-card-footer">
+                                <a asp-action="Details" asp-route-id="@appointment.Id" class="btn btn-sm btn-outline-primary">
+                                    <i class="bi bi-eye me-1"></i>View
+                                </a>
+                                <a asp-action="Edit" asp-route-id="@appointment.Id" class="btn btn-sm btn-outline-secondary">
+                                    <i class="bi bi-pencil me-1"></i>Edit
+                                </a>
+                            </div>
+                        </div>
+                    }
+                </div>
+            </div>
             <div class="table-responsive">
                 <table class="table table-hover align-middle">
                     <thead>

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

@@ -21,6 +21,64 @@
 
 <div class="card shadow-sm">
     <div class="card-body p-0">
+        <div class="mobile-card-view">
+            <div class="mobile-card-list">
+                @foreach (var br in Model)
+                {
+                    <div class="mobile-data-card">
+                        <div class="mobile-card-header">
+                            <div class="mobile-card-icon" style="background: linear-gradient(135deg, #14b8a6 0%, #0f766e 100%);">
+                                <i class="bi bi-bank"></i>
+                            </div>
+                            <div class="mobile-card-title">
+                                <h6>@br.Account?.Name</h6>
+                                <small>Statement: @br.StatementDate.ToString("MMM d, yyyy")</small>
+                            </div>
+                        </div>
+                        <div class="mobile-card-body">
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Status</span>
+                                <span class="mobile-card-value">
+                                    @if (br.Status == BankReconciliationStatus.Completed)
+                                    {
+                                        <span class="badge bg-success">Completed</span>
+                                    }
+                                    else
+                                    {
+                                        <span class="badge bg-warning text-dark">In Progress</span>
+                                    }
+                                </span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Ending Balance</span>
+                                <span class="mobile-card-value fw-semibold">@br.EndingBalance.ToString("C")</span>
+                            </div>
+                            @if (br.CompletedAt.HasValue)
+                            {
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Completed By</span>
+                                    <span class="mobile-card-value">@br.CompletedBy</span>
+                                </div>
+                            }
+                        </div>
+                        <div class="mobile-card-footer">
+                            @if (br.Status == BankReconciliationStatus.Completed)
+                            {
+                                <a asp-action="Report" asp-route-id="@br.Id" class="btn btn-sm btn-outline-secondary">
+                                    <i class="bi bi-file-earmark-text me-1"></i>Report
+                                </a>
+                            }
+                            else
+                            {
+                                <a asp-action="Reconcile" asp-route-id="@br.Id" class="btn btn-sm btn-outline-primary">
+                                    <i class="bi bi-check2-square me-1"></i>Continue
+                                </a>
+                            }
+                        </div>
+                    </div>
+                }
+            </div>
+        </div>
         <div class="table-responsive">
             <table class="table table-hover mb-0">
                 <thead class="table-light">

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

@@ -60,6 +60,59 @@
         <div class="card-body p-0">
             @if (active.Any())
             {
+                <div class="mobile-card-view">
+                    <div class="mobile-card-list">
+                        @foreach (var ban in active)
+                        {
+                            <div class="mobile-data-card">
+                                <div class="mobile-card-header">
+                                    <div class="mobile-card-icon" style="background: linear-gradient(135deg, #dc2626 0%, #991b1b 100%);">
+                                        <i class="bi bi-slash-circle"></i>
+                                    </div>
+                                    <div class="mobile-card-title">
+                                        <h6 class="font-monospace">@ban.IpAddress</h6>
+                                        <small class="text-muted">@(ban.Reason ?? "No reason given")</small>
+                                    </div>
+                                </div>
+                                <div class="mobile-card-body">
+                                    <div class="mobile-card-row">
+                                        <span class="mobile-card-label">Banned</span>
+                                        <span class="mobile-card-value">@ban.BannedAt.ToString("MMM d, yyyy HH:mm")</span>
+                                    </div>
+                                    <div class="mobile-card-row">
+                                        <span class="mobile-card-label">Expires</span>
+                                        <span class="mobile-card-value">
+                                            @if (ban.ExpiresAt.HasValue)
+                                            {
+                                                <span class="badge bg-warning text-dark">@ban.ExpiresAt.Value.ToString("MMM d, yyyy")</span>
+                                            }
+                                            else
+                                            {
+                                                <span class="badge bg-secondary">Permanent</span>
+                                            }
+                                        </span>
+                                    </div>
+                                </div>
+                                <div class="mobile-card-footer">
+                                    <form asp-action="Lift" asp-route-id="@ban.Id" method="post" class="d-inline"
+                                          onsubmit="return confirm('Lift the ban on @ban.IpAddress?')">
+                                        @Html.AntiForgeryToken()
+                                        <button type="submit" class="btn btn-sm btn-outline-success">
+                                            <i class="bi bi-check-circle me-1"></i>Lift
+                                        </button>
+                                    </form>
+                                    <form asp-action="Delete" asp-route-id="@ban.Id" method="post" class="d-inline"
+                                          onsubmit="return confirm('Delete ban record for @ban.IpAddress?')">
+                                        @Html.AntiForgeryToken()
+                                        <button type="submit" class="btn btn-sm btn-outline-danger">
+                                            <i class="bi bi-trash"></i>
+                                        </button>
+                                    </form>
+                                </div>
+                            </div>
+                        }
+                    </div>
+                </div>
                 <div class="table-responsive">
                     <table class="table table-hover mb-0">
                         <thead class="table-light">
@@ -130,6 +183,55 @@
                 <h6 class="mb-0 text-muted"><i class="bi bi-clock-history"></i> Lifted / Expired Bans</h6>
             </div>
             <div class="card-body p-0">
+                <div class="mobile-card-view">
+                    <div class="mobile-card-list">
+                        @foreach (var ban in inactive)
+                        {
+                            <div class="mobile-data-card">
+                                <div class="mobile-card-header">
+                                    <div class="mobile-card-icon" style="background: linear-gradient(135deg, #6b7280 0%, #4b5563 100%);">
+                                        <i class="bi bi-clock-history"></i>
+                                    </div>
+                                    <div class="mobile-card-title">
+                                        <h6 class="font-monospace">@ban.IpAddress</h6>
+                                        <small>
+                                            @if (!ban.IsActive)
+                                            {
+                                                <span class="badge bg-success">Lifted</span>
+                                            }
+                                            else
+                                            {
+                                                <span class="badge bg-secondary">Expired</span>
+                                            }
+                                        </small>
+                                    </div>
+                                </div>
+                                <div class="mobile-card-body">
+                                    @if (!string.IsNullOrEmpty(ban.Reason))
+                                    {
+                                        <div class="mobile-card-row">
+                                            <span class="mobile-card-label">Reason</span>
+                                            <span class="mobile-card-value text-muted">@ban.Reason</span>
+                                        </div>
+                                    }
+                                    <div class="mobile-card-row">
+                                        <span class="mobile-card-label">Banned</span>
+                                        <span class="mobile-card-value text-muted">@ban.BannedAt.ToString("MMM d, yyyy")</span>
+                                    </div>
+                                </div>
+                                <div class="mobile-card-footer">
+                                    <form asp-action="Delete" asp-route-id="@ban.Id" method="post" class="d-inline"
+                                          onsubmit="return confirm('Delete ban record for @ban.IpAddress?')">
+                                        @Html.AntiForgeryToken()
+                                        <button type="submit" class="btn btn-sm btn-outline-danger">
+                                            <i class="bi bi-trash me-1"></i>Delete
+                                        </button>
+                                    </form>
+                                </div>
+                            </div>
+                        }
+                    </div>
+                </div>
                 <div class="table-responsive">
                     <table class="table table-sm table-hover mb-0">
                         <thead class="table-light">

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

@@ -4,7 +4,7 @@
     ViewData["Title"] = "Edit Bill";
     ViewData["PageIcon"] = "bi-pencil-square";
     ViewData["PageHelpTitle"] = "Edit Bill";
-    ViewData["PageHelpContent"] = "Bills can only be edited while in Draft status. Once marked Open, they are locked — Void the bill and recreate it if corrections are needed after confirmation.";
+    ViewData["PageHelpContent"] = "Bills can only be edited while in Draft status. Once marked Open, they are locked — Void the bill and recreate it if corrections are needed after confirmation.";
 }
 
 <div class="d-flex justify-content-start mb-4">
@@ -24,7 +24,7 @@
                     <a tabindex="0" class="help-icon" role="button"
                        data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
                        data-bs-title="Bill Details"
-                       data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation.">
+                       data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation.">
                         <i class="bi bi-question-circle"></i>
                     </a>
                 </div>
@@ -34,8 +34,8 @@
                             <label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-danger">*</span></label>
                             <select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
                                     data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
-                                <option value="">— Select Vendor —</option>
-                                <option value="__new__">+ Add New Vendor…</option>
+                                <option value="">— Select Vendor —</option>
+                                <option value="__new__">+ Add New Vendor…</option>
                             </select>
                         </div>
                         <div class="col-md-6">
@@ -87,7 +87,7 @@
                             }
                             <input type="file" name="receiptFile" id="receiptFile" class="form-control"
                                    accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
-                            <div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
+                            <div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
                         </div>
                     </div>
                 </div>
@@ -100,7 +100,7 @@
                         <a tabindex="0" class="help-icon" role="button"
                            data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
                            data-bs-title="Line Items"
-                           data-bs-content="Each line maps to an expense account (e.g. Supplies, Materials, Subcontractors). Optionally link a line to a Job to track costs against specific work orders. Qty × Unit Price = Amount. Use multiple lines to split one bill across different expense categories.">
+                           data-bs-content="Each line maps to an expense account (e.g. Supplies, Materials, Subcontractors). Optionally link a line to a Job to track costs against specific work orders. Qty × Unit Price = Amount. Use multiple lines to split one bill across different expense categories.">
                             <i class="bi bi-question-circle"></i>
                         </a>
                     </div>
@@ -134,7 +134,7 @@
                     <a tabindex="0" class="help-icon" role="button"
                        data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
                        data-bs-title="Bill Summary"
-                       data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
+                       data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
                         <i class="bi bi-question-circle"></i>
                     </a>
                 </div>
@@ -171,7 +171,7 @@
     <tr class="line-item-row">
         <td>
             <select class="form-select form-select-sm account-select" name="LineItems[INDEX].AccountId" required>
-                <option value="">— Account —</option>
+                <option value="">— Account —</option>
                 @foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
                 {
                     <option value="@item.Value">@item.Text</option>
@@ -181,7 +181,7 @@
         <td><input type="text" class="form-control form-control-sm" name="LineItems[INDEX].Description" placeholder="Description" /></td>
         <td>
             <select class="form-select form-select-sm" name="LineItems[INDEX].JobId">
-                <option value="">—</option>
+                <option value="">—</option>
                 @foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.Jobs)
                 {
                     <option value="@item.Value">@item.Text</option>

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

@@ -26,11 +26,13 @@
     var totalPages    = (int)(ViewBag.TotalPages ?? 1);
     var totalCount    = (int)(ViewBag.TotalCount ?? 0);
     var impersonatingId = (int?)(ViewBag.ImpersonatingCompanyId);
+    var showChurned   = (bool)(ViewBag.ShowChurned ?? false);
+    var churnedCount  = (int)(ViewBag.ChurnedCount ?? 0);
 
     string SortLink(string col)
     {
         var dir = (sortColumn == col && sortDirection == "asc") ? "desc" : "asc";
-        return Url.Action("Index", new { searchTerm, sortColumn = col, sortDirection = dir, pageNumber = 1, pageSize })!;
+        return Url.Action("Index", new { searchTerm, sortColumn = col, sortDirection = dir, pageNumber = 1, pageSize, showChurned })!;
     }
 
     string SortIcon(string col)
@@ -54,6 +56,7 @@
                 <input type="hidden" name="sortColumn" value="@sortColumn" />
                 <input type="hidden" name="sortDirection" value="@sortDirection" />
                 <input type="hidden" name="pageSize" value="@pageSize" />
+                <input type="hidden" name="showChurned" value="@showChurned.ToString().ToLower()" />
                 <div class="col-md-6">
                     <div class="input-group">
                         <span class="input-group-text"><i class="bi bi-search"></i></span>
@@ -75,6 +78,25 @@
         </div>
     </div>
 
+    @if (churnedCount > 0 && !showChurned)
+    {
+        <div class="alert alert-secondary alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
+            <i class="bi bi-eye-slash text-muted"></i>
+            <span class="small"><strong>@churnedCount</strong> churned @(churnedCount == 1 ? "account" : "accounts") (expired or canceled 14+ days ago) hidden.</span>
+            <a href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = 1, pageSize, showChurned = true })"
+               class="btn btn-sm btn-outline-secondary ms-auto py-0">Show churned</a>
+        </div>
+    }
+    else if (showChurned && churnedCount > 0)
+    {
+        <div class="alert alert-warning alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
+            <i class="bi bi-eye text-warning"></i>
+            <span class="small">Showing all accounts including <strong>@churnedCount</strong> churned.</span>
+            <a href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = 1, pageSize, showChurned = false })"
+               class="btn btn-sm btn-outline-secondary ms-auto py-0">Hide churned</a>
+        </div>
+    }
+
     <div class="card shadow-sm">
         <div class="card-body p-0">
             @if (Model != null && Model.Any())
@@ -313,18 +335,18 @@
                             <nav>
                                 <ul class="pagination pagination-sm mb-0">
                                     <li class="page-item @(pageNumber == 1 ? "disabled" : "")">
-                                        <a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = pageNumber - 1, pageSize })">
+                                        <a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = pageNumber - 1, pageSize, showChurned })">
                                             <i class="bi bi-chevron-left"></i>
                                         </a>
                                     </li>
                                     @for (int p = Math.Max(1, pageNumber - 2); p <= Math.Min(totalPages, pageNumber + 2); p++)
                                     {
                                         <li class="page-item @(p == pageNumber ? "active" : "")">
-                                            <a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = p, pageSize })">@p</a>
+                                            <a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = p, pageSize, showChurned })">@p</a>
                                         </li>
                                     }
                                     <li class="page-item @(pageNumber == totalPages ? "disabled" : "")">
-                                        <a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = pageNumber + 1, pageSize })">
+                                        <a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = pageNumber + 1, pageSize, showChurned })">
                                             <i class="bi bi-chevron-right"></i>
                                         </a>
                                     </li>
@@ -464,6 +486,7 @@
             const url = new URL(window.location.href);
             url.searchParams.set('pageSize', size);
             url.searchParams.set('pageNumber', '1');
+            url.searchParams.set('showChurned', '@showChurned.ToString().ToLower()');
             window.location.href = url.toString();
         }
 

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

@@ -4,6 +4,9 @@
 @{
     ViewData["Title"] = "Company Health";
 
+    var showChurned  = (bool)(ViewBag.ShowChurned ?? false);
+    var churnedCount = (int)(ViewBag.ChurnedCount ?? 0);
+
     string RiskBadge(ChurnRisk r) => r switch {
         ChurnRisk.Healthy        => "bg-success",
         ChurnRisk.AtRisk         => "bg-warning text-dark",
@@ -73,6 +76,26 @@
         </div>
     </div>
 
+    @* Churned account visibility banner *@
+    @if (churnedCount > 0 && !showChurned)
+    {
+        <div class="alert alert-secondary alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
+            <i class="bi bi-eye-slash text-muted"></i>
+            <span class="small"><strong>@churnedCount</strong> churned @(churnedCount == 1 ? "account" : "accounts") (expired or canceled 14+ days ago) hidden from scores and totals.</span>
+            <a href="@Url.Action("Index", new { risk = ViewBag.Risk, search = ViewBag.Search, configIssuesOnly = ViewBag.ConfigIssuesOnly, showChurned = true })"
+               class="btn btn-sm btn-outline-secondary ms-auto py-0">Show churned</a>
+        </div>
+    }
+    else if (showChurned && churnedCount > 0)
+    {
+        <div class="alert alert-warning alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
+            <i class="bi bi-eye text-warning"></i>
+            <span class="small">Showing all accounts including <strong>@churnedCount</strong> churned.</span>
+            <a href="@Url.Action("Index", new { risk = ViewBag.Risk, search = ViewBag.Search, configIssuesOnly = ViewBag.ConfigIssuesOnly, showChurned = false })"
+               class="btn btn-sm btn-outline-secondary ms-auto py-0">Hide churned</a>
+        </div>
+    }
+
     @* Summary stat cards *@
     <div class="row g-3 mb-3">
         <div class="col-6 col-lg-3">
@@ -193,6 +216,7 @@
                         <label class="form-check-label small" for="configOnly">Config issues only</label>
                     </div>
                 </div>
+                <input type="hidden" name="showChurned" value="@showChurned.ToString().ToLower()" />
                 <div class="col-auto">
                     <button class="btn btn-sm btn-primary">Filter</button>
                     <a asp-action="Index" class="btn btn-sm btn-outline-secondary ms-1">Clear</a>

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

@@ -34,6 +34,7 @@
             <option value="data-retention">Data Retention</option>
             <option value="data-lookups">Data Lookups</option>
             <option value="pdf-templates">PDF Templates</option>
+            <option value="kiosk">Kiosk</option>
         </select>
     </div>
 
@@ -100,6 +101,11 @@
                 </button>
             </li>
         }
+        <li class="nav-item" role="presentation">
+            <button class="nav-link" id="kiosk-tab" data-bs-toggle="tab" data-bs-target="#kiosk" type="button" role="tab">
+                <i class="bi bi-tablet"></i> Kiosk
+            </button>
+        </li>
     </ul>
 
     <!-- Tabs Content -->
@@ -1978,6 +1984,67 @@
                 </div>
             </div>
         }
+
+        <!-- Kiosk Tab -->
+        <div class="tab-pane fade" id="kiosk" role="tabpanel">
+            <div class="card mt-3">
+                <div class="card-header">
+                    <h5 class="mb-0"><i class="bi bi-tablet me-2"></i>Customer Intake Kiosk</h5>
+                </div>
+                <div class="card-body">
+
+                    <h6 class="fw-semibold mb-1">Intake Output</h6>
+                    <p class="text-muted small mb-3">
+                        When a customer completes the intake form, what should be created in the system?
+                    </p>
+
+                    <div class="row g-3 mb-4">
+                        <div class="col-md-6">
+                            <div class="card h-100 border @(Model.Preferences?.KioskIntakeOutput == "Job" ? "" : "border-primary bg-primary-subtle")"
+                                 id="kioskOutputQuoteCard" style="cursor:pointer;" onclick="selectKioskOutput('Quote')">
+                                <div class="card-body">
+                                    <div class="d-flex align-items-center gap-2 mb-2">
+                                        <div class="form-check mb-0">
+                                            <input class="form-check-input" type="radio" name="kioskOutput" id="kioskOutputQuote"
+                                                   value="Quote" @(Model.Preferences?.KioskIntakeOutput != "Job" ? "checked" : "") />
+                                        </div>
+                                        <h6 class="mb-0 fw-semibold"><i class="bi bi-file-earmark-text me-1 text-primary"></i>Create a Quote</h6>
+                                    </div>
+                                    <p class="text-muted small mb-0">
+                                        A draft quote is created and reviewed by staff before work begins.
+                                        Best for shops that price after seeing the parts.
+                                    </p>
+                                </div>
+                            </div>
+                        </div>
+                        <div class="col-md-6">
+                            <div class="card h-100 border @(Model.Preferences?.KioskIntakeOutput == "Job" ? "border-success bg-success-subtle" : "")"
+                                 id="kioskOutputJobCard" style="cursor:pointer;" onclick="selectKioskOutput('Job')">
+                                <div class="card-body">
+                                    <div class="d-flex align-items-center gap-2 mb-2">
+                                        <div class="form-check mb-0">
+                                            <input class="form-check-input" type="radio" name="kioskOutput" id="kioskOutputJob"
+                                                   value="Job" @(Model.Preferences?.KioskIntakeOutput == "Job" ? "checked" : "") />
+                                        </div>
+                                        <h6 class="mb-0 fw-semibold"><i class="bi bi-briefcase me-1 text-success"></i>Create a Job</h6>
+                                    </div>
+                                    <p class="text-muted small mb-0">
+                                        A job is created immediately on submission.
+                                        Best for shops that price on the spot and want the work order ready right away.
+                                    </p>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
+
+                    <button type="button" class="btn btn-primary" onclick="saveKioskSettings()">
+                        <i class="bi bi-floppy me-1"></i> Save Kiosk Settings
+                    </button>
+
+                </div>
+            </div>
+        </div>
+
     </div>
 </div>
 
@@ -3248,12 +3315,41 @@
             else showError(data.message);
         }
 
+        function selectKioskOutput(value) {
+            document.getElementById('kioskOutputQuote').checked = value === 'Quote';
+            document.getElementById('kioskOutputJob').checked   = value === 'Job';
+
+            document.getElementById('kioskOutputQuoteCard').classList.toggle('border-primary',  value === 'Quote');
+            document.getElementById('kioskOutputQuoteCard').classList.toggle('bg-primary-subtle', value === 'Quote');
+            document.getElementById('kioskOutputJobCard').classList.toggle('border-success',    value === 'Job');
+            document.getElementById('kioskOutputJobCard').classList.toggle('bg-success-subtle', value === 'Job');
+        }
+
+        async function saveKioskSettings() {
+            const value = document.querySelector('input[name="kioskOutput"]:checked')?.value ?? 'Quote';
+            const resp = await fetch('/CompanySettings/UpdateKioskSettings', {
+                method: 'POST',
+                headers: {
+                    'Content-Type': 'application/json',
+                    'RequestVerificationToken': $('input[name="__RequestVerificationToken"]').val()
+                },
+                body: JSON.stringify({ kioskIntakeOutput: value })
+            });
+            const data = await resp.json();
+            if (data.success) showSuccess(data.message);
+            else showError(data.message);
+        }
+
         // Auto-open online-payments tab if redirected with ?tab=online-payments
         const urlParams = new URLSearchParams(window.location.search);
         if (urlParams.get('tab') === 'online-payments') {
             const btn = document.querySelector('[data-bs-target="#online-payments"]');
             if (btn) new bootstrap.Tab(btn).show();
         }
+        if (urlParams.get('tab') === 'kiosk') {
+            const btn = document.querySelector('[data-bs-target="#kiosk"]');
+            if (btn) new bootstrap.Tab(btn).show();
+        }
     </script>
 
 }

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

@@ -101,6 +101,73 @@
 else
 {
     <div class="card">
+        <div class="mobile-card-view">
+            <div class="mobile-card-list">
+                @foreach (var m in Model)
+                {
+                    var expired2 = m.ExpiryDate.HasValue && m.ExpiryDate.Value < DateTime.UtcNow
+                                && m.Status != CreditMemoStatus.FullyApplied
+                                && m.Status != CreditMemoStatus.Voided;
+                    var (cmBadge, cmLabel) = m.Status switch
+                    {
+                        CreditMemoStatus.Active           => ("bg-success-subtle text-success", "Active"),
+                        CreditMemoStatus.PartiallyApplied => ("bg-warning-subtle text-warning", "Partial"),
+                        CreditMemoStatus.FullyApplied     => ("bg-secondary-subtle text-secondary", "Applied"),
+                        CreditMemoStatus.Voided           => ("bg-danger-subtle text-danger", "Voided"),
+                        _                                 => ("bg-secondary-subtle text-secondary", m.Status.ToString())
+                    };
+                    var cmCustomer = string.IsNullOrWhiteSpace(m.Customer?.CompanyName)
+                        ? $"{m.Customer?.ContactFirstName} {m.Customer?.ContactLastName}".Trim()
+                        : m.Customer!.CompanyName;
+                    <div class="mobile-data-card" onclick="window.location='@Url.Action("Details", new { id = m.Id })'">
+                        <div class="mobile-card-header">
+                            <div class="mobile-card-icon" style="background: linear-gradient(135deg, #3b82f6 0%, #1d4ed8 100%);">
+                                <i class="bi bi-journal-minus"></i>
+                            </div>
+                            <div class="mobile-card-title">
+                                <h6>@m.MemoNumber</h6>
+                                <small>@cmCustomer</small>
+                            </div>
+                        </div>
+                        <div class="mobile-card-body">
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Status</span>
+                                <span class="mobile-card-value"><span class="badge @cmBadge">@cmLabel</span></span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Amount</span>
+                                <span class="mobile-card-value">@m.Amount.ToString("C")</span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Remaining</span>
+                                <span class="mobile-card-value @(m.RemainingBalance > 0 && m.Status != CreditMemoStatus.Voided ? "text-success fw-semibold" : "text-muted")">
+                                    @m.RemainingBalance.ToString("C")
+                                </span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Issued</span>
+                                <span class="mobile-card-value">@m.IssueDate.ToLocalTime().ToString("MM/dd/yy")</span>
+                            </div>
+                            @if (m.ExpiryDate.HasValue)
+                            {
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Expires</span>
+                                    <span class="mobile-card-value @(expired2 ? "text-danger fw-semibold" : "")">
+                                        @m.ExpiryDate.Value.ToLocalTime().ToString("MM/dd/yy")
+                                        @if (expired2) { <small>(Expired)</small> }
+                                    </span>
+                                </div>
+                            }
+                        </div>
+                        <div class="mobile-card-footer">
+                            <a asp-action="Details" asp-route-id="@m.Id" class="btn btn-sm btn-outline-primary" onclick="event.stopPropagation()">
+                                Details
+                            </a>
+                        </div>
+                    </div>
+                }
+            </div>
+        </div>
         <div class="table-responsive">
             <table class="table table-hover align-middle mb-0">
                 <thead class="table-light">

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

@@ -173,9 +173,11 @@
                                             <i class="bi bi-envelope-slash me-1"></i>Email off
                                         </span>
                                     }
+                                    <span id="sms-status-section">
                                     @if (Model.NotifyBySms)
                                     {
-                                        <span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25">
+                                        <span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25"
+                                              title="@(Model.SmsConsentedAt.HasValue ? "Consented " + Model.SmsConsentedAt.Value.ToLocalTime().ToString("MM/dd/yyyy") : "")">
                                             <i class="bi bi-chat-fill me-1"></i>SMS on
                                         </span>
                                     }
@@ -184,7 +186,22 @@
                                         <span class="badge bg-secondary bg-opacity-10 text-secondary border border-secondary border-opacity-25">
                                             <i class="bi bi-chat-slash me-1"></i>SMS off
                                         </span>
+                                        <button type="button" id="btnGetSmsConsent"
+                                                class="badge bg-primary bg-opacity-10 text-primary border border-primary border-opacity-25 border-0"
+                                                style="cursor:pointer;"
+                                                title="Send SMS consent form to the front-desk kiosk tablet"
+                                                onclick="pushSmsConsent(@Model.Id)">
+                                            <i class="bi bi-chat-dots me-1"></i>Get SMS Consent
+                                        </button>
+                                        <button type="button" id="btnCancelSmsConsent"
+                                                class="badge bg-warning bg-opacity-10 text-warning border border-warning border-opacity-25 border-0 d-none"
+                                                style="cursor:pointer;"
+                                                title="Cancel the pending kiosk consent request"
+                                                onclick="cancelSmsConsent()">
+                                            <i class="bi bi-x-circle me-1"></i>Cancel Consent
+                                        </button>
                                     }
+                                    </span>
                                 </div>
                             </div>
                         </div>
@@ -543,3 +560,8 @@
         </div>
     </div>
 }
+
+@section Scripts {
+    <script src="~/js/customer-details.js" asp-append-version="true"></script>
+}
+

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

@@ -33,6 +33,17 @@
                 </p>
                 <div class="d-flex gap-2 flex-wrap align-items-center">
                     <a asp-controller="Jobs" asp-action="Board" class="btn btn-sm btn-primary">Open Jobs Board</a>
+                    @if (ViewBag.KioskActivated == true)
+                    {
+                        <button type="button" class="btn btn-sm btn-outline-info" id="btnStartIntake"
+                                title="Push the intake form to the front-desk tablet">
+                            <i class="bi bi-tablet me-1"></i>Start Intake
+                        </button>
+                    }
+                    <a href="/Kiosk/SendRemoteLink" class="btn btn-sm btn-outline-secondary"
+                       title="Email a customer a link to fill out the intake form remotely">
+                        <i class="bi bi-envelope-at me-1"></i>Send Intake Link
+                    </a>
                     @if (!string.IsNullOrEmpty(Model.TipOfTheDay))
                     {
                         <span class="text-muted d-none d-xl-inline" style="font-size:0.73rem;"><i class="bi bi-lightbulb me-1"></i>@Model.TipOfTheDay</span>
@@ -827,6 +838,40 @@
 @section Scripts {
 <script src="~/js/shop-progress-widget.js" asp-append-version="true"></script>
 <script>
+    // Start Intake — pushes SignalR event to front-desk tablet
+    document.getElementById('btnStartIntake')?.addEventListener('click', async function () {
+        const btn   = this;
+        const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value;
+        btn.disabled = true;
+        btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Sending…';
+        try {
+            const res = await fetch('/Kiosk/StartSession', {
+                method: 'POST',
+                headers: { 'RequestVerificationToken': token, 'Content-Type': 'application/json' }
+            });
+            const data = await res.json();
+            if (data.success) {
+                btn.innerHTML = '<i class="bi bi-check-circle me-1"></i>Sent!';
+                btn.classList.replace('btn-outline-info', 'btn-success');
+                setTimeout(() => {
+                    btn.disabled = false;
+                    btn.innerHTML = '<i class="bi bi-tablet me-1"></i>Start Intake';
+                    btn.classList.replace('btn-success', 'btn-outline-info');
+                }, 3000);
+            } else {
+                throw new Error('Server returned failure');
+            }
+        } catch (err) {
+            btn.innerHTML = '<i class="bi bi-exclamation-triangle me-1"></i>Failed';
+            btn.classList.replace('btn-outline-info', 'btn-outline-danger');
+            setTimeout(() => {
+                btn.disabled = false;
+                btn.innerHTML = '<i class="bi bi-tablet me-1"></i>Start Intake';
+                btn.classList.replace('btn-outline-danger', 'btn-outline-info');
+            }, 3000);
+        }
+    });
+
     // Powder Orders - Mark as Ordered
     document.querySelectorAll('.mark-ordered-btn').forEach(btn => {
         btn.addEventListener('click', async function () {

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

@@ -118,6 +118,63 @@
         }
         else
         {
+            <div class="mobile-card-view">
+                <div class="mobile-card-list">
+                    @foreach (var a in Model)
+                    {
+                        var fd = a.AccumulatedDepreciation >= (a.PurchaseCost - a.SalvageValue);
+                        <div class="mobile-data-card" onclick="window.location='@Url.Action("Details", new { id = a.Id })'">
+                            <div class="mobile-card-header">
+                                <div class="mobile-card-icon" style="background: linear-gradient(135deg, #8b5cf6 0%, #6d28d9 100%);">
+                                    <i class="bi bi-building-gear"></i>
+                                </div>
+                                <div class="mobile-card-title">
+                                    <h6>@a.Name</h6>
+                                    <small>Purchased @a.PurchaseDate.ToLocalTime().ToString("MM/dd/yyyy")</small>
+                                </div>
+                            </div>
+                            <div class="mobile-card-body">
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Status</span>
+                                    <span class="mobile-card-value">
+                                        @if (a.IsDisposed)
+                                        {
+                                            <span class="badge bg-secondary">Disposed</span>
+                                        }
+                                        else if (fd)
+                                        {
+                                            <span class="badge bg-light text-dark border">Fully Depreciated</span>
+                                        }
+                                        else
+                                        {
+                                            <span class="badge bg-success">Active</span>
+                                        }
+                                    </span>
+                                </div>
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Cost</span>
+                                    <span class="mobile-card-value">@a.PurchaseCost.ToString("C")</span>
+                                </div>
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Book Value</span>
+                                    <span class="mobile-card-value @(a.BookValue <= 0 ? "text-muted" : "text-success fw-semibold")">
+                                        @a.BookValue.ToString("C")
+                                    </span>
+                                </div>
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Monthly Depr.</span>
+                                    <span class="mobile-card-value">@a.MonthlyDepreciation.ToString("C")</span>
+                                </div>
+                            </div>
+                            <div class="mobile-card-footer">
+                                <a asp-action="Details" asp-route-id="@a.Id" class="btn btn-sm btn-outline-secondary" onclick="event.stopPropagation()">
+                                    <i class="bi bi-eye me-1"></i>View
+                                </a>
+                            </div>
+                        </div>
+                    }
+                </div>
+            </div>
             <div class="table-responsive">
                 <table class="table table-hover align-middle mb-0">
                     <thead class="table-light">

src/PowderCoating.Web/Views/GiftCertificates/BulkCreate.cshtml

@@ -0,0 +1,107 @@
+@model PowderCoating.Application.DTOs.GiftCertificate.BulkCreateGiftCertificateDto
+@using PowderCoating.Core.Enums
+
+@{
+    ViewData["Title"] = "Bulk Create Gift Certificates";
+    ViewData["PageIcon"] = "bi-gift";
+}
+
+<div class="row justify-content-center">
+    <div class="col-lg-7">
+        <div class="card border-0 shadow-sm">
+            <div class="card-header bg-white border-bottom py-3">
+                <h5 class="mb-0">
+                    <i class="bi bi-collection me-2 text-primary"></i>Bulk Gift Certificate Generator
+                </h5>
+                <p class="text-muted small mb-0 mt-1">
+                    Create a batch of certificates for car shows, events, or promotions. All certificates will have the same
+                    face value and be generated with sequential codes ready to print.
+                </p>
+            </div>
+            <div class="card-body p-4">
+                <form asp-action="BulkCreate" method="post">
+                    <div asp-validation-summary="ModelOnly" class="alert alert-danger" role="alert"></div>
+
+                    <div class="row g-3">
+
+                        <div class="col-md-5">
+                            <label asp-for="Quantity" class="form-label fw-semibold">
+                                <i class="bi bi-123 me-1 text-muted"></i>@Html.DisplayNameFor(m => m.Quantity)
+                            </label>
+                            <input asp-for="Quantity" type="number" class="form-control form-control-lg"
+                                   min="1" max="500" placeholder="25" />
+                            <span asp-validation-for="Quantity" class="text-danger small"></span>
+                            <div class="form-text">Max 500 per batch.</div>
+                        </div>
+
+                        <div class="col-md-7">
+                            <label asp-for="Amount" class="form-label fw-semibold">
+                                <i class="bi bi-currency-dollar me-1 text-muted"></i>@Html.DisplayNameFor(m => m.Amount)
+                            </label>
+                            <div class="input-group input-group-lg">
+                                <span class="input-group-text">$</span>
+                                <input asp-for="Amount" type="number" class="form-control"
+                                       min="1" max="9999.99" step="0.01" placeholder="50.00" />
+                            </div>
+                            <span asp-validation-for="Amount" class="text-danger small"></span>
+                        </div>
+
+                        <div class="col-12">
+                            <label asp-for="IssuedReason" class="form-label fw-semibold">
+                                <i class="bi bi-tag me-1 text-muted"></i>@Html.DisplayNameFor(m => m.IssuedReason)
+                            </label>
+                            <select asp-for="IssuedReason" class="form-select">
+                                @foreach (var reason in Enum.GetValues<GiftCertificateIssuedReason>())
+                                {
+                                    <option value="@reason">@reason</option>
+                                }
+                            </select>
+                            <span asp-validation-for="IssuedReason" class="text-danger small"></span>
+                        </div>
+
+                        <div class="col-12">
+                            <label asp-for="ExpiryDate" class="form-label fw-semibold">
+                                <i class="bi bi-calendar-x me-1 text-muted"></i>@Html.DisplayNameFor(m => m.ExpiryDate)
+                            </label>
+                            <input asp-for="ExpiryDate" type="date" class="form-control" />
+                            <span asp-validation-for="ExpiryDate" class="text-danger small"></span>
+                            <div class="form-text">Leave blank for no expiration.</div>
+                        </div>
+
+                        <div class="col-12">
+                            <label asp-for="Notes" class="form-label fw-semibold">
+                                <i class="bi bi-chat-left-text me-1 text-muted"></i>@Html.DisplayNameFor(m => m.Notes)
+                            </label>
+                            <textarea asp-for="Notes" class="form-control" rows="2"
+                                      placeholder="e.g. Awarded at the 2026 Summer Car Show &mdash; thanks for attending!"></textarea>
+                            <span asp-validation-for="Notes" class="text-danger small"></span>
+                            <div class="form-text">Printed on every certificate in the batch.</div>
+                        </div>
+
+                    </div>
+
+                    <!-- Preview summary -->
+                    <div id="batchPreview" class="alert alert-primary mt-4 mb-0" style="display:none">
+                        <i class="bi bi-info-circle me-2"></i>
+                        You are about to create <strong id="prevQty"></strong> certificates worth
+                        <strong id="prevAmt"></strong> each &mdash; total face value
+                        <strong id="prevTotal"></strong>.
+                    </div>
+
+                    <div class="d-flex justify-content-between align-items-center mt-4 pt-3 border-top">
+                        <a asp-action="Index" class="btn btn-outline-secondary">
+                            <i class="bi bi-arrow-left me-1"></i>Cancel
+                        </a>
+                        <button type="submit" class="btn btn-primary btn-lg" id="submitBtn">
+                            <i class="bi bi-plus-circle me-2"></i>Create Certificates
+                        </button>
+                    </div>
+                </form>
+            </div>
+        </div>
+    </div>
+</div>
+
+@section Scripts {
+<script src="~/js/gift-certificate-bulk.js" asp-append-version="true"></script>
+}

src/PowderCoating.Web/Views/GiftCertificates/BulkResult.cshtml

@@ -0,0 +1,118 @@
+@model List<PowderCoating.Core.Entities.GiftCertificate>
+@using PowderCoating.Core.Enums
+
+@{
+    ViewData["Title"] = "Batch Gift Certificates";
+    ViewData["PageIcon"] = "bi-gift";
+    var batchId = Model.FirstOrDefault()?.BatchId ?? Guid.Empty;
+    var count = Model.Count;
+    var amount = Model.FirstOrDefault()?.OriginalAmount ?? 0m;
+}
+
+<div class="alert alert-success alert-permanent mb-4">
+    <i class="bi bi-check-circle-fill me-2"></i>
+    <strong>@count gift certificates created</strong> &mdash; each worth @amount.ToString("C").
+    Download the PDF below to print the full batch. This page is bookmarkable &mdash; you can return here any time to re-download.
+</div>
+
+<div class="card border-0 shadow-sm mb-4">
+    <div class="card-header bg-white border-bottom d-flex justify-content-between align-items-center py-3">
+        <h5 class="mb-0">
+            <i class="bi bi-collection me-2 text-primary"></i>Batch Certificates (@count)
+            <span class="text-muted small fw-normal ms-2 font-monospace">@batchId.ToString("N")[..8]&hellip;</span>
+        </h5>
+        <a asp-action="BatchDownloadPdf" asp-route-batchId="@batchId" class="btn btn-primary">
+            <i class="bi bi-file-pdf me-2"></i>Download All as PDF
+        </a>
+    </div>
+    <div class="card-body p-0">
+        <div class="mobile-card-view">
+            <div class="mobile-card-list">
+                @foreach (var cert in Model)
+                {
+                    <div class="mobile-data-card">
+                        <div class="mobile-card-header">
+                            <div class="mobile-card-icon" style="background: linear-gradient(135deg, #10b981 0%, #059669 100%);">
+                                <i class="bi bi-gift"></i>
+                            </div>
+                            <div class="mobile-card-title">
+                                <h6 class="font-monospace">@cert.CertificateCode</h6>
+                                <small>@cert.OriginalAmount.ToString("C")</small>
+                            </div>
+                        </div>
+                        <div class="mobile-card-body">
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Issued</span>
+                                <span class="mobile-card-value">@cert.IssueDate.ToLocalTime().ToString("MMM d, yyyy")</span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Expiry</span>
+                                <span class="mobile-card-value">
+                                    @if (cert.ExpiryDate.HasValue) { @cert.ExpiryDate.Value.ToLocalTime().ToString("MMM d, yyyy") } else { <span class="text-muted">&mdash;</span> }
+                                </span>
+                            </div>
+                            <div class="mobile-card-row">
+                                <span class="mobile-card-label">Status</span>
+                                <span class="mobile-card-value"><span class="badge bg-success">Active</span></span>
+                            </div>
+                        </div>
+                        <div class="mobile-card-footer">
+                            <a asp-action="Details" asp-route-id="@cert.Id" class="btn btn-sm btn-outline-secondary">
+                                <i class="bi bi-eye me-1"></i>View
+                            </a>
+                            <a asp-action="DownloadPdf" asp-route-id="@cert.Id" class="btn btn-sm btn-outline-secondary">
+                                <i class="bi bi-file-pdf me-1"></i>PDF
+                            </a>
+                        </div>
+                    </div>
+                }
+            </div>
+        </div>
+        <div class="table-responsive">
+            <table class="table table-hover mb-0">
+                <thead class="table-light">
+                    <tr>
+                        <th class="ps-3">Certificate Code</th>
+                        <th>Face Value</th>
+                        <th>Issued</th>
+                        <th>Expiry</th>
+                        <th>Status</th>
+                        <th></th>
+                    </tr>
+                </thead>
+                <tbody>
+                    @foreach (var cert in Model)
+                    {
+                        <tr>
+                            <td class="ps-3 fw-semibold font-monospace">@cert.CertificateCode</td>
+                            <td>@cert.OriginalAmount.ToString("C")</td>
+                            <td>@cert.IssueDate.ToLocalTime().ToString("MMM d, yyyy")</td>
+                            <td>
+                                @(cert.ExpiryDate.HasValue
+                                    ? cert.ExpiryDate.Value.ToLocalTime().ToString("MMM d, yyyy")
+                                    : "&mdash;")
+                            </td>
+                            <td><span class="badge bg-success">Active</span></td>
+                            <td class="text-end">
+                                <a asp-action="Details" asp-route-id="@cert.Id" class="btn btn-sm btn-outline-secondary" title="View details">
+                                    <i class="bi bi-eye"></i>
+                                </a>
+                                <a asp-action="DownloadPdf" asp-route-id="@cert.Id" class="btn btn-sm btn-outline-secondary" title="Download single PDF">
+                                    <i class="bi bi-file-pdf"></i>
+                                </a>
+                            </td>
+                        </tr>
+                    }
+                </tbody>
+            </table>
+        </div>
+    </div>
+    <div class="card-footer bg-white border-top d-flex justify-content-between align-items-center py-3">
+        <a asp-action="Index" class="btn btn-outline-secondary">
+            <i class="bi bi-arrow-left me-1"></i>Back to Gift Certificates
+        </a>
+        <a asp-action="BatchDownloadPdf" asp-route-batchId="@batchId" class="btn btn-primary">
+            <i class="bi bi-printer me-2"></i>Print Batch PDF (@count pages)
+        </a>
+    </div>
+</div>

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

@@ -28,7 +28,7 @@
     </div>
 </div>
 
-<div class="alert alert-@statusClass alert-permanent d-flex align-items-center mb-4">
+<div class="alert alert-@statusClass d-flex align-items-center mb-4">
     <i class="bi bi-gift me-2" style="font-size:1.4rem;"></i>
     <div>
         <strong>@statusLabel</strong>
@@ -38,7 +38,7 @@
         }
         @if (Model.ExpiryDate.HasValue)
         {
-            <span class="ms-2 small">&middot; Expires @Model.ExpiryDate.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MMMM d, yyyy")</span>
+            <span class="ms-2 small">· Expires @Model.ExpiryDate.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MMMM d, yyyy")</span>
         }
     </div>
 </div>

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

@@ -7,10 +7,15 @@
 }
 
 <div class="d-flex justify-content-between align-items-center mb-4">
-    <p class="text-muted mb-0">@ViewBag.TotalActive active certificates — @((ViewBag.TotalValue as decimal? ?? 0m).ToString("C")) outstanding value</p>
-    <a asp-action="Create" class="btn btn-primary">
-        <i class="bi bi-plus-circle me-2"></i>New Certificate
-    </a>
+    <p class="text-muted mb-0">@ViewBag.TotalActive active certificates &mdash; @((ViewBag.TotalValue as decimal? ?? 0m).ToString("C")) outstanding value</p>
+    <div class="d-flex gap-2">
+        <a asp-action="BulkCreate" class="btn btn-outline-primary">
+            <i class="bi bi-collection me-2"></i>Bulk Create
+        </a>
+        <a asp-action="Create" class="btn btn-primary">
+            <i class="bi bi-plus-circle me-2"></i>New Certificate
+        </a>
+    </div>
 </div>
 
 <!-- Filters -->
@@ -52,6 +57,73 @@ else
 {
     <div class="card border-0 shadow-sm">
         <div class="card-body p-0">
+            <div class="mobile-card-view">
+                <div class="mobile-card-list">
+                    @foreach (var cert in Model)
+                    {
+                        var (gcBadge, gcLabel) = cert.Status switch
+                        {
+                            GiftCertificateStatus.Active => ("bg-success", "Active"),
+                            GiftCertificateStatus.PartiallyRedeemed => ("bg-info text-dark", "Partial"),
+                            GiftCertificateStatus.FullyRedeemed => ("bg-secondary", "Used"),
+                            GiftCertificateStatus.Expired => ("bg-warning text-dark", "Expired"),
+                            GiftCertificateStatus.Voided => ("bg-danger", "Voided"),
+                            _ => ("bg-secondary", cert.Status.ToString())
+                        };
+                        <div class="mobile-data-card" onclick="window.location='@Url.Action("Details", new { id = cert.Id })'">
+                            <div class="mobile-card-header">
+                                <div class="mobile-card-icon" style="background: linear-gradient(135deg, #a855f7 0%, #7c3aed 100%);">
+                                    <i class="bi bi-gift"></i>
+                                </div>
+                                <div class="mobile-card-title">
+                                    <h6 class="font-monospace">@cert.CertificateCode</h6>
+                                    <small>@(cert.RecipientName ?? cert.RecipientEmail ?? "No recipient")</small>
+                                </div>
+                            </div>
+                            <div class="mobile-card-body">
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Status</span>
+                                    <span class="mobile-card-value"><span class="badge @gcBadge">@gcLabel</span></span>
+                                </div>
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Face Value</span>
+                                    <span class="mobile-card-value">@cert.OriginalAmount.ToString("C")</span>
+                                </div>
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Remaining</span>
+                                    <span class="mobile-card-value @(cert.RemainingBalance > 0 ? "text-success fw-semibold" : "text-muted")">
+                                        @cert.RemainingBalance.ToString("C")
+                                    </span>
+                                </div>
+                                <div class="mobile-card-row">
+                                    <span class="mobile-card-label">Issued</span>
+                                    <span class="mobile-card-value">@cert.IssueDate.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy")</span>
+                                </div>
+                                @if (cert.ExpiryDate.HasValue)
+                                {
+                                    <div class="mobile-card-row">
+                                        <span class="mobile-card-label">Expires</span>
+                                        <span class="mobile-card-value @(cert.ExpiryDate.Value < DateTime.Now ? "text-danger" : "")">
+                                            @cert.ExpiryDate.Value.ToString("MM/dd/yy")
+                                        </span>
+                                    </div>
+                                }
+                            </div>
+                            <div class="mobile-card-footer">
+                                <a asp-action="Details" asp-route-id="@cert.Id" class="btn btn-sm btn-outline-primary" onclick="event.stopPropagation()">
+                                    <i class="bi bi-eye me-1"></i>View
+                                </a>
+                                @if (cert.BatchId.HasValue)
+                                {
+                                    <a asp-action="BulkResult" asp-route-batchId="@cert.BatchId" class="btn btn-sm btn-outline-secondary" onclick="event.stopPropagation()">
+                                        <i class="bi bi-collection me-1"></i>Batch
+                                    </a>
+                                }
+                            </div>
+                        </div>
+                    }
+                </div>
+            </div>
             <div class="table-responsive">
                 <table class="table table-hover mb-0">
                     <thead class="table-light">
@@ -75,6 +147,14 @@ else
                                     <a asp-action="Details" asp-route-id="@cert.Id" class="fw-semibold text-decoration-none font-monospace">
                                         @cert.CertificateCode
                                     </a>
+                                    @if (cert.BatchId.HasValue)
+                                    {
+                                        <a asp-action="BulkResult" asp-route-batchId="@cert.BatchId"
+                                           class="badge bg-primary-subtle text-primary text-decoration-none ms-1"
+                                           title="View &amp; download batch">
+                                            <i class="bi bi-collection me-1"></i>Batch
+                                        </a>
+                                    }
                                 </td>
                                 <td>
                                     @if (!string.IsNullOrEmpty(cert.RecipientName))
@@ -83,7 +163,7 @@ else
                                     }
                                     else
                                     {
-                                        <span class="text-muted">—</span>
+                                        <span class="text-muted">&mdash;</span>
                                     }
                                     @if (!string.IsNullOrEmpty(cert.RecipientEmail))
                                     {

src/PowderCoating.Web/Views/Help/CustomerIntakeKiosk.cshtml

@@ -0,0 +1,209 @@
+@{
+    ViewData["Title"] = "Customer Intake Kiosk";
+}
+
+<div class="d-flex align-items-center gap-2 mb-3">
+    <a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
+    <nav aria-label="breadcrumb">
+        <ol class="breadcrumb mb-0">
+            <li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
+            <li class="breadcrumb-item active">Customer Intake Kiosk</li>
+        </ol>
+    </nav>
+</div>
+
+<div class="row g-4">
+    <div class="col-lg-9">
+
+        <section id="overview" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-info-circle text-primary me-2"></i>Overview
+            </h2>
+            <p>
+                The Customer Intake Kiosk lets walk-in customers fill out their own intake form on a front-desk tablet
+                — no staff assistance required. When they're done, a <strong>customer record</strong> is automatically
+                created (or matched to an existing one), a <strong>Draft Quote or Pending Job</strong> is created
+                depending on your setting, and your team receives an in-app notification.
+            </p>
+            <p>
+                The kiosk runs as a browser page (optimised for iPad and Android tablets) and can also send a
+                <strong>remote link</strong> so customers fill out the form on their own phone before they arrive.
+            </p>
+        </section>
+
+        <section id="setup" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-gear text-primary me-2"></i>Setting Up the Kiosk
+            </h2>
+            <ol>
+                <li class="mb-2">
+                    Go to <strong>Settings → Kiosk Setup</strong> (or <a href="/Kiosk/Activate">/Kiosk/Activate</a>).
+                </li>
+                <li class="mb-2">
+                    Click <strong>Activate Kiosk</strong>. This generates a unique activation token for your company
+                    and sets a secure cookie on the current device.
+                </li>
+                <li class="mb-2">
+                    On the tablet, open a browser and navigate to <code>/Kiosk/Welcome</code>. You'll see your
+                    company logo and a "Ready" indicator — the tablet is now in kiosk mode.
+                </li>
+                <li class="mb-2">
+                    <strong>Add to Home Screen</strong> on iOS/Android for a full-screen, app-like experience that
+                    also preserves camera permissions between sessions.
+                </li>
+            </ol>
+            <div class="alert alert-info alert-permanent">
+                <i class="bi bi-info-circle me-2"></i>
+                The kiosk cookie is device-specific and lasts 365 days. If you swap tablets or clear the browser,
+                go back to Kiosk Setup and activate again.
+            </div>
+        </section>
+
+        <section id="starting" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-play-circle text-primary me-2"></i>Starting an Intake Session
+            </h2>
+            <p>There are two ways to start an intake:</p>
+
+            <h3 class="h6 fw-semibold mt-3 mb-2">In-Person (tablet at front desk)</h3>
+            <ol>
+                <li class="mb-1">The tablet sits on the Welcome screen — the customer sees your logo and a "Ready" status dot.</li>
+                <li class="mb-1">A staff member clicks <strong>Start Intake</strong> on the Dashboard (in the Kiosk card).</li>
+                <li class="mb-1">The tablet detects the new session within 3 seconds and automatically navigates to the intake form.</li>
+                <li class="mb-1">The customer fills out <strong>3 steps</strong>: Contact info → Job description → Terms &amp; signature.</li>
+                <li class="mb-1">On Submit, the kiosk shows a thank-you screen and returns to Welcome after 30 seconds.</li>
+            </ol>
+            <div class="alert alert-warning alert-permanent mt-2">
+                <i class="bi bi-clock me-2"></i>
+                If the customer leaves the form untouched for <strong>45 seconds</strong>, it automatically
+                resets to the Welcome screen.
+            </div>
+
+            <h3 class="h6 fw-semibold mt-4 mb-2">Remote Link (customer fills out on their phone)</h3>
+            <ol>
+                <li class="mb-1">Go to <a href="/Kiosk/Intakes">Kiosk → Customer Intakes</a> and click <strong>Send Intake Link</strong>.</li>
+                <li class="mb-1">Or use the <strong>Send Intake Link</strong> button on the Dashboard Kiosk card.</li>
+                <li class="mb-1">Enter the customer's email address and send.</li>
+                <li class="mb-1">The customer receives an email with a secure link and completes the same 3-step form on their own device.</li>
+                <li class="mb-1">Remote sessions don't require a drawn signature — a checkbox agreement is used instead.</li>
+            </ol>
+        </section>
+
+        <section id="output-setting" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-sliders text-primary me-2"></i>Kiosk Output Setting
+            </h2>
+            <p>
+                You can control what gets created when a customer submits the intake form.
+                Go to <a href="/CompanySettings?tab=kiosk">Company Settings → Kiosk</a> and choose:
+            </p>
+            <ul>
+                <li>
+                    <strong>Create a Quote</strong> (default) — a Draft quote is created for staff to review and price
+                    before work begins. The terms shown to the customer will say "subject to a formal quote." Use this
+                    if you price after seeing the parts.
+                </li>
+                <li>
+                    <strong>Create a Job</strong> — a Pending job is created immediately. The terms will say "a team
+                    member will reach out about pricing." Use this if you price on the spot and want the work order
+                    ready right away.
+                </li>
+            </ul>
+        </section>
+
+        <section id="what-happens" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-arrow-right-circle text-primary me-2"></i>What Happens on Submission
+            </h2>
+            <p>When a customer submits their intake form, the system automatically:</p>
+            <ul>
+                <li><strong>Matches or creates a Customer</strong> — searches by email first, then phone. If no match, a new non-commercial customer record is created.</li>
+                <li>
+                    <strong>Creates a Draft Quote or Pending Job</strong> — depending on your
+                    <a href="/CompanySettings?tab=kiosk">Kiosk Output Setting</a>. Quote mode creates a Draft quote
+                    (Normal priority); Job mode creates a Pending job with the customer's description and intake source
+                    in Special Instructions.
+                </li>
+                <li><strong>Applies SMS consent</strong> — if the customer opted in, their customer record is updated with <code>NotifyBySms = true</code> and the consent timestamp (TCPA-compliant).</li>
+                <li>
+                    <strong>Fires an in-app notification</strong> — your team's notification bell shows
+                    "Walk-in Intake Submitted" (or "Remote Intake Submitted" for remote sessions) with a link to
+                    the Intakes page.
+                </li>
+            </ul>
+        </section>
+
+        <section id="reviewing" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-clipboard-check text-primary me-2"></i>Reviewing Submissions (Staff)
+            </h2>
+            <p>
+                Go to <a href="/Kiosk/Intakes">Operations → Intake Sessions</a> to see all sessions.
+                Filter by <strong>Submitted</strong>, <strong>Pending</strong>, or <strong>Expired</strong>.
+            </p>
+            <p>Each row shows:</p>
+            <ul>
+                <li>Customer name, phone, and email</li>
+                <li>Job description snippet</li>
+                <li>Session type (In-Person or Remote) and status badge</li>
+                <li>SMS opt-in indicator</li>
+                <li><strong>View Quote</strong> button — appears when the kiosk is set to Quote mode; opens the auto-created draft quote</li>
+                <li><strong>View Job</strong> button — appears when the kiosk is set to Job mode; opens the auto-created job</li>
+                <li><strong>Customer</strong> button — opens the matched or created customer record</li>
+            </ul>
+            <div class="alert alert-info alert-permanent">
+                <i class="bi bi-info-circle me-2"></i>
+                If submission failed (e.g. a configuration issue), the session is still marked Submitted but the
+                action buttons won't appear. The raw intake data (name, phone, description) is still
+                visible so staff can create the record manually.
+            </div>
+        </section>
+
+        <section id="troubleshooting" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-exclamation-triangle text-primary me-2"></i>Troubleshooting
+            </h2>
+            <dl>
+                <dt>Kiosk Welcome screen shows "Connection issue — retrying…"</dt>
+                <dd class="mb-3">The tablet can't reach the server. Check the tablet's Wi-Fi connection. Once connectivity is restored the status dot automatically turns green — no refresh needed.</dd>
+
+                <dt>Kiosk doesn't respond when staff clicks Start Intake</dt>
+                <dd class="mb-3">The tablet polls every 3 seconds. Wait up to 3 seconds after clicking Start Intake. If it still doesn't respond, reload the Welcome page on the tablet. Make sure the tablet is on the same domain as the server (use HTTPS).</dd>
+
+                <dt>The tablet shows the wrong company logo or no logo</dt>
+                <dd class="mb-3">Upload your company logo at Settings → Company Settings → Logo. The kiosk reads your logo directly — no separate kiosk logo setting is needed.</dd>
+
+                <dt>Signature pad doesn't work on the tablet</dt>
+                <dd class="mb-3">Use a capacitive stylus or fingertip — the signature pad requires touch input. Make sure the browser isn't in desktop mode (check "Request Desktop Site" is off). The signature is only required for In-Person sessions.</dd>
+
+                <dt>Submission fails — no job or customer created</dt>
+                <dd class="mb-3">This usually means Seed Data hasn't been run for your company. Ask your administrator to go to Platform Management → Seed Data and run the seed. This creates the required job status and priority lookup rows.</dd>
+
+                <dt>AI quote on the quote wizard times out on mobile</dt>
+                <dd class="mb-3">Photos are automatically compressed before upload. If it still times out, your connection may be slow — the spinner will say "Still analyzing…" if it's taking longer than 30 seconds. Try again on a stronger connection.</dd>
+            </dl>
+        </section>
+
+    </div>
+
+    <div class="col-lg-3">
+        @await Html.PartialAsync("_HelpNav")
+
+        <div class="card border-0 shadow-sm">
+            <div class="card-header bg-transparent fw-semibold small text-muted text-uppercase">
+                On This Page
+            </div>
+            <div class="card-body p-0">
+                <nav class="nav flex-column small">
+                    <a class="nav-link py-1 px-3" href="#overview">Overview</a>
+                    <a class="nav-link py-1 px-3" href="#setup">Setting Up the Kiosk</a>
+                    <a class="nav-link py-1 px-3" href="#starting">Starting an Intake</a>
+                    <a class="nav-link py-1 px-3" href="#output-setting">Kiosk Output Setting</a>
+                    <a class="nav-link py-1 px-3" href="#what-happens">What Happens on Submission</a>
+                    <a class="nav-link py-1 px-3" href="#reviewing">Reviewing Submissions</a>
+                    <a class="nav-link py-1 px-3" href="#troubleshooting">Troubleshooting</a>
+                </nav>
+            </div>
+        </div>
+    </div>
+</div>