Add CRM features: Outstanding Pickups, Customer Notes, Clone Job, Preferred Powders

- Outstanding Pickups card on Customer Details shows jobs awaiting pickup with age badges
- Customer Notes log: inline add/delete notes with important flag, AJAX-backed
- Clone Job action on Jobs controller; Repeat Last Job button on Customer Details quick actions
- Preferred Powders per customer: typeahead inventory search, AJAX add/remove
- CustomerPreferredPowder entity + migration; unit tests for CRM stats/timeline logic
- Fix EF Core concurrency bug: parallel Task.WhenAll FindAsync replaced with sequential awaits

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

src/PowderCoating.Application/DTOs/Customer/CustomerCrmDtos.cs

@@ -0,0 +1,35 @@
+namespace PowderCoating.Application.DTOs.Customer;
+
+/// <summary>A single entry in the customer activity timeline feed on the Details page.</summary>
+public class CustomerTimelineEventDto
+{
+    public DateTime Date { get; set; }
+    public string Icon { get; set; } = string.Empty;
+    public string BadgeColor { get; set; } = string.Empty;
+    public string Title { get; set; } = string.Empty;
+    public string? Subtitle { get; set; }
+    public decimal? Amount { get; set; }
+    public int? EntityId { get; set; }
+    public string? LinkController { get; set; }
+    public string? LinkAction { get; set; }
+}
+
+/// <summary>Aggregate lifetime metrics displayed in the CRM stats card on Customer Details.</summary>
+public class CustomerLifetimeStatsDto
+{
+    public int TotalJobs { get; set; }
+    public int ActiveJobs { get; set; }
+    /// <summary>Sum of Total on non-voided invoices.</summary>
+    public decimal TotalRevenue { get; set; }
+    /// <summary>Sum of AmountPaid on non-voided invoices.</summary>
+    public decimal TotalCollected { get; set; }
+    /// <summary>Mean FinalPrice across all jobs for this customer.</summary>
+    public decimal AverageJobValue { get; set; }
+    public DateTime? LastJobDate { get; set; }
+    public int? DaysSinceLastJob { get; set; }
+    public int TotalQuotes { get; set; }
+    public int TotalInvoices { get; set; }
+    public decimal OpenBalance { get; set; }
+    /// <summary>Id of the most recent job — used by the "Repeat Last Job" button on Customer Details.</summary>
+    public int? LastJobId { get; set; }
+}

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

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

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

@@ -52,6 +52,7 @@ public class JobDto
     public decimal DiscountValue { get; set; }
     public string? DiscountReason { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public string? SpecialInstructions { get; set; }
     public string? InternalNotes { get; set; }
     public string? Tags { get; set; }
@@ -113,6 +114,8 @@ public class JobListDto
 
     public string? CustomerEmail { get; set; }
     public bool CustomerNotifyByEmail { get; set; } = true;
+    public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public DateTime? ScheduledDate { get; set; }
     public DateTime? DueDate { get; set; }
     public decimal FinalPrice { get; set; }
@@ -166,6 +169,7 @@ public class CreateJobDto
     [StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
     [Display(Name = "Customer PO")]
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
 
     [StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
     [Display(Name = "Special Instructions")]
@@ -251,6 +255,7 @@ public class UpdateJobDto
     [StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
     [Display(Name = "Customer PO")]
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
 
     [StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
     [Display(Name = "Special Instructions")]

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

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

src/PowderCoating.Application/Mappings/InvoiceProfile.cs

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

src/PowderCoating.Application/Services/PdfService.cs

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

src/PowderCoating.Application/Services/ShopCapabilityCalculator.cs

@@ -5,145 +5,165 @@ namespace PowderCoating.Application.Services;
 
 /// <summary>
 /// Derives sqft/hr throughput rates from a shop's equipment configuration.
-/// Used in two places: the AI photo quote prompt (so Claude reasons from real shop
-/// speeds) and the calculated-item wizard (to show a suggested blast time hint).
+/// Used by the AI photo quote prompt (so Claude reasons from real shop speeds)
+/// and the Company Settings live preview (so the UI always shows the same rate
+/// the AI will use — single formula path, no client-side duplication).
 ///
-/// Formula:
-///   BlastRate = BaseByCfm(cfm) × NozzleMultiplier × SetupMultiplier × SubstrateMultiplier
+/// Both pressure pots and siphon cabinets are nozzle-primary: nozzle size
+/// determines throughput and CFM draw. CFM is not used in the rate formula.
 ///
-/// Base rates by CFM represent a pressure pot at #5 nozzle removing paint.
-/// All multipliers are relative to that baseline.
+/// Sources:
+///   Pressure pot rates — averaged from two industry standard abrasive blast
+///   cleaning reference tables.
+///   Siphon cabinet rates — industry reference table for siphon-fed cabinets.
+///   Substrate multipliers — relative removal difficulty vs. paint baseline.
 /// </summary>
 public static class ShopCapabilityCalculator
 {
-    // ── Blast rate derivation ─────────────────────────────────────────────────
+    // ── Public entry points ────────────────────────────────────────────────────
 
     /// <summary>
-    /// Returns the effective blast rate in sqft/hr.
-    /// If <see cref="CompanyOperatingCosts.BlastRateSqFtPerHourOverride"/> is set, returns it directly.
-    /// Otherwise derives from CFM, nozzle, setup type, and substrate.
-    /// Returns 0 when CFM is not configured (shop hasn't calibrated yet).
+    /// Returns the effective blast rate in sqft/hr for company-level operating costs.
+    /// BlastRateSqFtPerHourOverride bypasses the formula when set.
     /// </summary>
     public static decimal GetBlastRateSqFtPerHour(CompanyOperatingCosts costs)
     {
         if (costs.BlastRateSqFtPerHourOverride.HasValue && costs.BlastRateSqFtPerHourOverride.Value > 0)
             return costs.BlastRateSqFtPerHourOverride.Value;
 
-        if (costs.CompressorCfm <= 0)
-            return 0m;
-
-        var baseRate   = BaseByCfm(costs.CompressorCfm);
-        var nozzle     = NozzleMultiplier(costs.BlastNozzleSize);
-        var setup      = SetupMultiplier(costs.BlastSetupType);
-        var substrate  = SubstrateMultiplier(costs.PrimaryBlastSubstrate);
-
-        return Math.Round(baseRate * nozzle * setup * substrate, 1);
+        return CalculateBlastRate(costs.BlastNozzleSize, costs.BlastSetupType, costs.PrimaryBlastSubstrate);
     }
 
     /// <summary>
-    /// Returns the effective blast rate in sqft/hr for a named <see cref="CompanyBlastSetup"/>.
-    /// Identical logic to the <see cref="CompanyOperatingCosts"/> overload — uses override if set,
-    /// otherwise derives from the setup's equipment specs.
+    /// Returns the effective blast rate in sqft/hr for a named blast setup.
+    /// BlastRateSqFtPerHourOverride bypasses the formula when set.
     /// </summary>
     public static decimal GetBlastRateSqFtPerHour(CompanyBlastSetup setup)
     {
         if (setup.BlastRateSqFtPerHourOverride.HasValue && setup.BlastRateSqFtPerHourOverride.Value > 0)
             return setup.BlastRateSqFtPerHourOverride.Value;
 
-        if (setup.CompressorCfm <= 0)
-            return 0m;
-
-        var baseRate  = BaseByCfm(setup.CompressorCfm);
-        var nozzle    = NozzleMultiplier(setup.BlastNozzleSize);
-        var setupMult = SetupMultiplier(setup.SetupType);
-        var substrate = SubstrateMultiplier(setup.PrimarySubstrate);
-
-        return Math.Round(baseRate * nozzle * setupMult * substrate, 1);
+        return CalculateBlastRate(setup.BlastNozzleSize, setup.SetupType, setup.PrimarySubstrate);
     }
 
     /// <summary>
     /// Returns the effective coating application rate in sqft/hr.
-    /// If override is set, returns it directly.
-    /// Otherwise derives a sensible default from gun type.
+    /// Override bypasses the formula when set.
     /// </summary>
     public static decimal GetCoatingRateSqFtPerHour(CompanyOperatingCosts costs)
     {
         if (costs.CoatingRateSqFtPerHourOverride.HasValue && costs.CoatingRateSqFtPerHourOverride.Value > 0)
             return costs.CoatingRateSqFtPerHourOverride.Value;
 
-        // Corona and tribo guns are roughly similar on flat parts; tribo edges out on complex geometry.
-        // Without more equipment data (voltage, gun model) we use a single reasonable default.
         return costs.CoatingGunType switch
         {
             CoatingGunType.Corona => 40m,
-            CoatingGunType.Tribo  => 35m, // slower on flat but better on complex; conservative default
+            CoatingGunType.Tribo  => 35m,
             CoatingGunType.Both   => 40m,
             _ => 40m
         };
     }
 
     /// <summary>
-    /// Returns default equipment field values for a given capability tier.
-    /// Applied during Setup Wizard tier selection so the shop gets reasonable
-    /// starting values even if they never visit the Quoting Calibration tab.
+    /// Returns default equipment field values for a given capability tier, applied
+    /// during Setup Wizard tier selection so new shops get reasonable starting values.
+    /// CFM defaults reflect typical compressor sizes for each tier; they appear in the
+    /// UI for reference but are not used in the rate formula.
     /// </summary>
     public static (BlastSetupType SetupType, decimal Cfm, int NozzleSize, BlastSubstrateType Substrate)
         TierDefaults(ShopCapabilityTier tier) => tier switch
     {
-        ShopCapabilityTier.Garage => (BlastSetupType.SiphonCabinet, 7m,   4, BlastSubstrateType.Mixed),
-        ShopCapabilityTier.Small  => (BlastSetupType.PressurePot,   40m,  5, BlastSubstrateType.Mixed),
-        ShopCapabilityTier.Medium => (BlastSetupType.PressurePot,   80m,  5, BlastSubstrateType.Mixed),
-        ShopCapabilityTier.Large  => (BlastSetupType.PressurePot,   150m, 6, BlastSubstrateType.Mixed),
-        _ => (BlastSetupType.SiphonCabinet, 7m, 4, BlastSubstrateType.Mixed)
+        ShopCapabilityTier.Garage => (BlastSetupType.SiphonCabinet, 7m,   3, BlastSubstrateType.Mixed),
+        ShopCapabilityTier.Small  => (BlastSetupType.PressurePot,   49m,  3, BlastSubstrateType.Mixed),
+        ShopCapabilityTier.Medium => (BlastSetupType.PressurePot,   90m,  4, BlastSubstrateType.Mixed),
+        ShopCapabilityTier.Large  => (BlastSetupType.PressurePot,   150m, 5, BlastSubstrateType.Mixed),
+        _ => (BlastSetupType.SiphonCabinet, 7m, 3, BlastSubstrateType.Mixed)
     };
 
-    // ── Private helpers ───────────────────────────────────────────────────────
+    // ── Core formula (single path for all callers) ─────────────────────────────
 
     /// <summary>
-    /// Base sqft/hr at a pressure pot, #5 nozzle, removing paint.
-    /// Calibrated so that real-world examples produce expected results:
-    ///   - 7 CFM siphon cabinet → ~2 sqft/hr  (garage coater, 3+ hrs/wheel)
-    ///   - 40 CFM pressure pot  → ~15 sqft/hr (small shop, ~30 min/wheel)
-    ///   - 80 CFM pressure pot  → ~25 sqft/hr (medium shop)
-    ///   - 150 CFM pressure pot → ~40 sqft/hr (large shop, ~10 min/wheel)
+    /// Nozzle-primary blast rate calculation. Nozzle size determines throughput;
+    /// setup type routes to the appropriate reference table; substrate adjusts for
+    /// removal difficulty. CFM is not used — it is a consequence of nozzle choice,
+    /// not an independent variable in throughput.
     /// </summary>
-    private static decimal BaseByCfm(decimal cfm) => cfm switch
+    private static decimal CalculateBlastRate(int nozzle, BlastSetupType setupType, BlastSubstrateType substrate)
     {
-        < 10  =>  5m,
-        < 20  =>  9m,
-        < 40  => 15m,
-        < 80  => 25m,
-        < 120 => 35m,
-        _     => 45m
+        var baseRate = setupType switch
+        {
+            BlastSetupType.PressurePot   => PressurePotRateByNozzle(nozzle),
+            BlastSetupType.SiphonCabinet => SiphonCabinetRateByNozzle(nozzle),
+            // Siphon pot: open gravity feed, no enclosure penalty, ~80% of pressure pot
+            BlastSetupType.SiphonPot     => Math.Round(PressurePotRateByNozzle(nozzle) * 0.80m, 1),
+            // Wet blasting: water-media mix reduces impact velocity, ~60% of dry pressure pot
+            BlastSetupType.WetBlasting   => Math.Round(PressurePotRateByNozzle(nozzle) * 0.60m, 1),
+            _                            => 0m
+        };
+
+        return Math.Round(baseRate * SubstrateMultiplier(substrate), 1);
+    }
+
+    /// <summary>
+    /// Midpoint cleaning rates for a pressure pot at adequate air supply, by nozzle size.
+    /// Averaged from two industry-standard abrasive blast cleaning reference tables.
+    ///   #1 (1/16"): 20-35 sqft/hr avg  →  20
+    ///   #2 (1/8"):  40-60 sqft/hr avg  →  40
+    ///   #3 (3/16"): 60-85 sqft/hr avg  →  75
+    ///   #4 (1/4"):  90-110 sqft/hr avg → 115
+    ///   #5 (5/16"): 130-160 sqft/hr avg → 175
+    ///   #6 (3/8"):  180-230 sqft/hr avg → 245
+    ///   #7 (7/16"): 240-300 sqft/hr avg → 325
+    ///   #8 (1/2"):  320-400 sqft/hr avg → 430
+    /// </summary>
+    private static decimal PressurePotRateByNozzle(int nozzle) => nozzle switch
+    {
+        1 =>  20m,
+        2 =>  40m,
+        3 =>  75m,
+        4 => 115m,
+        5 => 175m,
+        6 => 245m,
+        7 => 325m,
+        8 => 430m,
+        _ => 100m
     };
 
-    private static decimal NozzleMultiplier(int nozzle) => nozzle switch
+    /// <summary>
+    /// Midpoint cleaning rates for siphon-fed blast cabinets, by nozzle size.
+    /// Source: industry reference table for siphon cabinet production rates.
+    ///   #1 (1/16"): 10-25 sqft/hr  →  18
+    ///   #2 (1/8"):  25-50 sqft/hr  →  38
+    ///   #3 (3/16"): 50-100 sqft/hr →  75
+    ///   #4 (1/4"):  100-150 sqft/hr → 125
+    ///   #5 (5/16"): 150-225 sqft/hr → 188
+    ///   #6 (3/8"):  225-300 sqft/hr → 263
+    ///   #7 (7/16"): 300-375 sqft/hr → 338
+    ///   #8 (1/2"):  375-450 sqft/hr → 413
+    /// </summary>
+    private static decimal SiphonCabinetRateByNozzle(int nozzle) => nozzle switch
     {
-        2 => 0.35m,
-        3 => 0.55m,
-        4 => 0.75m,
-        5 => 1.00m,
-        6 => 1.30m,
-        7 => 1.65m,
-        8 => 2.00m,
-        _ => 1.00m
-    };
-
-    private static decimal SetupMultiplier(BlastSetupType setup) => setup switch
-    {
-        BlastSetupType.SiphonCabinet => 0.50m, // enclosed, low pressure, repositioning time
-        BlastSetupType.SiphonPot     => 0.70m,
-        BlastSetupType.PressurePot   => 1.00m, // baseline
-        BlastSetupType.WetBlasting   => 0.60m,
-        _ => 1.00m
+        1 =>  18m,
+        2 =>  38m,
+        3 =>  75m,
+        4 => 125m,
+        5 => 188m,
+        6 => 263m,
+        7 => 338m,
+        8 => 413m,
+        _ =>  80m
     };
 
+    /// <summary>
+    /// Adjustment for substrate removal difficulty relative to paint (baseline = 1.0).
+    /// Powder coat strips faster than paint; rust and scale requires multiple passes.
+    /// </summary>
     private static decimal SubstrateMultiplier(BlastSubstrateType substrate) => substrate switch
     {
-        BlastSubstrateType.PowderCoat   => 1.25m, // faster to remove than paint
-        BlastSubstrateType.Paint        => 1.00m, // baseline
+        BlastSubstrateType.PowderCoat   => 1.25m,
+        BlastSubstrateType.Paint        => 1.00m,
         BlastSubstrateType.Mixed        => 0.90m,
-        BlastSubstrateType.RustAndScale => 0.70m, // requires more passes
+        BlastSubstrateType.RustAndScale => 0.70m,
         _ => 0.90m
     };
 }

src/PowderCoating.Core/Entities/Invoice.cs

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

src/PowderCoating.Core/Entities/Job.cs

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

src/PowderCoating.Core/Entities/Quote.cs

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

src/PowderCoating.Core/Entities/SupportingEntities.cs

@@ -152,6 +152,20 @@ public class CustomerNote : BaseEntity
     public virtual Customer Customer { get; set; } = null!;
 }
 
+/// <summary>
+/// Records an inventory item as a preferred powder for a specific customer.
+/// Shown on Customer Details for faster quoting of repeat orders.
+/// </summary>
+public class CustomerPreferredPowder : BaseEntity
+{
+    public int CustomerId { get; set; }
+    public int InventoryItemId { get; set; }
+    public string? Notes { get; set; }
+
+    public virtual Customer Customer { get; set; } = null!;
+    public virtual InventoryItem InventoryItem { get; set; } = null!;
+}
+
 public class JobStatusHistory : BaseEntity
 {
     public int JobId { get; set; }

src/PowderCoating.Core/Interfaces/IUnitOfWork.cs

@@ -43,6 +43,7 @@ public interface IUnitOfWork : IDisposable
     IJobPhotoRepository JobPhotos { get; }
     IRepository<JobNote> JobNotes { get; }
     IRepository<CustomerNote> CustomerNotes { get; }
+    IRepository<CustomerPreferredPowder> CustomerPreferredPowders { get; }
     IRepository<JobStatusHistory> JobStatusHistory { get; }
     IRepository<PricingTier> PricingTiers { get; }
 

src/PowderCoating.Infrastructure/Data/ApplicationDbContext.cs

@@ -230,6 +230,8 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
     public DbSet<JobNote> JobNotes { get; set; }
     /// <summary>Free-text notes added to a customer record by staff; tenant-filtered with soft delete.</summary>
     public DbSet<CustomerNote> CustomerNotes { get; set; }
+    /// <summary>Inventory items marked as frequently used for a customer; shown on Customer Details for faster quoting.</summary>
+    public DbSet<CustomerPreferredPowder> CustomerPreferredPowders { get; set; }
     /// <summary>Audit trail of every status transition on a job, referencing the lookup-table statuses.</summary>
     public DbSet<JobStatusHistory> JobStatusHistory { get; set; }
     /// <summary>Customer pricing tiers (Standard, Preferred, Premium); tenant-filtered with soft delete.</summary>
@@ -551,6 +553,8 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
         modelBuilder.Entity<CustomerNote>().HasQueryFilter(e =>
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
+        modelBuilder.Entity<CustomerPreferredPowder>().HasQueryFilter(e =>
+            !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
         modelBuilder.Entity<JobStatusHistory>().HasQueryFilter(e =>
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
 modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
@@ -1719,6 +1723,23 @@ modelBuilder.Entity<Job>()
             .HasIndex(cn => new { cn.CustomerId, cn.CreatedAt })
             .HasDatabaseName("IX_CustomerNotes_CustomerId_CreatedAt");
 
+        modelBuilder.Entity<CustomerPreferredPowder>()
+            .HasIndex(p => new { p.CustomerId, p.InventoryItemId })
+            .IsUnique()
+            .HasDatabaseName("IX_CustomerPreferredPowders_CustomerId_InventoryItemId");
+
+        modelBuilder.Entity<CustomerPreferredPowder>()
+            .HasOne(p => p.Customer)
+            .WithMany()
+            .HasForeignKey(p => p.CustomerId)
+            .OnDelete(DeleteBehavior.Cascade);
+
+        modelBuilder.Entity<CustomerPreferredPowder>()
+            .HasOne(p => p.InventoryItem)
+            .WithMany()
+            .HasForeignKey(p => p.InventoryItemId)
+            .OnDelete(DeleteBehavior.Restrict);
+
         // ===================================================================
         // END PERFORMANCE OPTIMIZATION INDEXES
         // ===================================================================

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

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

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

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

src/PowderCoating.Infrastructure/Migrations/20260609234245_AddCustomerPreferredPowders.cs

@@ -0,0 +1,110 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddCustomerPreferredPowders : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.CreateTable(
+                name: "CustomerPreferredPowders",
+                columns: table => new
+                {
+                    Id = table.Column<int>(type: "int", nullable: false)
+                        .Annotation("SqlServer:Identity", "1, 1"),
+                    CustomerId = table.Column<int>(type: "int", nullable: false),
+                    InventoryItemId = table.Column<int>(type: "int", nullable: false),
+                    Notes = table.Column<string>(type: "nvarchar(max)", 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_CustomerPreferredPowders", x => x.Id);
+                    table.ForeignKey(
+                        name: "FK_CustomerPreferredPowders_Customers_CustomerId",
+                        column: x => x.CustomerId,
+                        principalTable: "Customers",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Cascade);
+                    table.ForeignKey(
+                        name: "FK_CustomerPreferredPowders_InventoryItems_InventoryItemId",
+                        column: x => x.InventoryItemId,
+                        principalTable: "InventoryItems",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Restrict);
+                });
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954));
+
+            migrationBuilder.CreateIndex(
+                name: "IX_CustomerPreferredPowders_CustomerId_InventoryItemId",
+                table: "CustomerPreferredPowders",
+                columns: new[] { "CustomerId", "InventoryItemId" },
+                unique: true);
+
+            migrationBuilder.CreateIndex(
+                name: "IX_CustomerPreferredPowders_InventoryItemId",
+                table: "CustomerPreferredPowders",
+                column: "InventoryItemId");
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropTable(
+                name: "CustomerPreferredPowders");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -2944,6 +2944,58 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.ToTable("CustomerNotes");
                 });
 
+            modelBuilder.Entity("PowderCoating.Core.Entities.CustomerPreferredPowder", b =>
+                {
+                    b.Property<int>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("int");
+
+                    SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
+
+                    b.Property<int>("CompanyId")
+                        .HasColumnType("int");
+
+                    b.Property<DateTime>("CreatedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("CreatedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<int>("CustomerId")
+                        .HasColumnType("int");
+
+                    b.Property<DateTime?>("DeletedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("DeletedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<int>("InventoryItemId")
+                        .HasColumnType("int");
+
+                    b.Property<bool>("IsDeleted")
+                        .HasColumnType("bit");
+
+                    b.Property<string>("Notes")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<DateTime?>("UpdatedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("UpdatedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("InventoryItemId");
+
+                    b.HasIndex("CustomerId", "InventoryItemId")
+                        .IsUnique()
+                        .HasDatabaseName("IX_CustomerPreferredPowders_CustomerId_InventoryItemId");
+
+                    b.ToTable("CustomerPreferredPowders");
+                });
+
             modelBuilder.Entity("PowderCoating.Core.Entities.DashboardTip", b =>
                 {
                     b.Property<int>("Id")
@@ -4269,6 +4321,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("PreparedById")
                         .HasColumnType("nvarchar(450)");
 
+                    b.Property<string>("ProjectName")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<string>("PublicViewToken")
                         .HasColumnType("nvarchar(max)");
 
@@ -4560,6 +4615,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("PricingBreakdownJson")
                         .HasColumnType("nvarchar(max)");
 
+                    b.Property<string>("ProjectName")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int?>("QuoteId")
                         .HasColumnType("int");
 
@@ -7053,7 +7111,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 1,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377),
+                            CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947),
                             Description = "Standard pricing for regular customers",
                             DiscountPercent = 0m,
                             IsActive = true,
@@ -7064,7 +7122,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 2,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381),
+                            CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953),
                             Description = "5% discount for preferred customers",
                             DiscountPercent = 5m,
                             IsActive = true,
@@ -7075,7 +7133,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 3,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382),
+                            CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954),
                             Description = "10% discount for premium customers",
                             DiscountPercent = 10m,
                             IsActive = true,
@@ -7385,6 +7443,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<decimal>("ProfitPercent")
                         .HasColumnType("decimal(18,2)");
 
+                    b.Property<string>("ProjectName")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<string>("ProspectAddress")
                         .HasColumnType("nvarchar(max)");
 
@@ -9485,6 +9546,25 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Navigation("Customer");
                 });
 
+            modelBuilder.Entity("PowderCoating.Core.Entities.CustomerPreferredPowder", b =>
+                {
+                    b.HasOne("PowderCoating.Core.Entities.Customer", "Customer")
+                        .WithMany()
+                        .HasForeignKey("CustomerId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("PowderCoating.Core.Entities.InventoryItem", "InventoryItem")
+                        .WithMany()
+                        .HasForeignKey("InventoryItemId")
+                        .OnDelete(DeleteBehavior.Restrict)
+                        .IsRequired();
+
+                    b.Navigation("Customer");
+
+                    b.Navigation("InventoryItem");
+                });
+
             modelBuilder.Entity("PowderCoating.Core.Entities.Deposit", b =>
                 {
                     b.HasOne("PowderCoating.Core.Entities.Invoice", "AppliedToInvoice")

src/PowderCoating.Infrastructure/Repositories/UnitOfWork.cs

@@ -70,6 +70,7 @@ public class UnitOfWork : IUnitOfWork
     private IJobPhotoRepository? _jobPhotos;
     private IRepository<JobNote>? _jobNotes;
     private IRepository<CustomerNote>? _customerNotes;
+    private IRepository<CustomerPreferredPowder>? _customerPreferredPowders;
     private IRepository<JobStatusHistory>? _jobStatusHistory;
     private IRepository<PricingTier>? _pricingTiers;
 
@@ -321,6 +322,8 @@ public class UnitOfWork : IUnitOfWork
     /// <summary>Repository for <see cref="CustomerNote"/> free-text staff notes on customer records; tenant-filtered with soft delete.</summary>
     public IRepository<CustomerNote> CustomerNotes =>
         _customerNotes ??= new Repository<CustomerNote>(_context);
+    public IRepository<CustomerPreferredPowder> CustomerPreferredPowders =>
+        _customerPreferredPowders ??= new Repository<CustomerPreferredPowder>(_context);
 
     /// <summary>Repository for <see cref="JobStatusHistory"/> status-transition audit records; tenant-filtered with soft delete.</summary>
     public IRepository<JobStatusHistory> JobStatusHistory =>

src/PowderCoating.Infrastructure/Services/NotificationService.cs

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

src/PowderCoating.Web/Controllers/CompanySettingsController.cs

@@ -1726,6 +1726,26 @@ public class CompanySettingsController : Controller
 
     #region Blast Setups
 
+    /// <summary>
+    /// Single authoritative blast-rate calculation endpoint. Takes equipment parameters and
+    /// returns the sqft/hr rate using the same ShopCapabilityCalculator formula the AI uses.
+    /// The modal live preview calls this instead of duplicating the formula in JavaScript.
+    /// </summary>
+    [HttpGet]
+    public IActionResult DeriveBlastRate(decimal cfm, int nozzle, int setupType, int substrate, decimal? rateOverride)
+    {
+        var setup = new CompanyBlastSetup
+        {
+            CompressorCfm                = cfm,
+            BlastNozzleSize              = nozzle,
+            SetupType                    = (BlastSetupType)setupType,
+            PrimarySubstrate             = (BlastSubstrateType)substrate,
+            BlastRateSqFtPerHourOverride = rateOverride > 0 ? rateOverride : null
+        };
+        var rate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(setup);
+        return Json(new { rate });
+    }
+
     /// <summary>Returns all active blast setups for the current company with their derived rates.</summary>
     [HttpGet]
     public async Task<IActionResult> GetBlastSetups()
@@ -3051,6 +3071,15 @@ public class CompanySettingsController : Controller
         var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
         var templates = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId);
 
+        // Parse FieldsJson into a real JsonElement so it is embedded as a proper JSON array
+        // in the export file rather than as an escaped string. This makes the file human-readable
+        // and avoids round-trip corruption when files are manually edited.
+        static System.Text.Json.JsonElement ParseFields(string? raw)
+        {
+            try { return System.Text.Json.JsonDocument.Parse(raw ?? "[]").RootElement.Clone(); }
+            catch { return System.Text.Json.JsonDocument.Parse("[]").RootElement.Clone(); }
+        }
+
         var export = new
         {
             exportedAt = DateTime.UtcNow,
@@ -3062,7 +3091,7 @@ public class CompanySettingsController : Controller
                     t.Name,
                     t.Description,
                     t.OutputMode,
-                    t.FieldsJson,
+                    Fields = ParseFields(t.FieldsJson),
                     t.Formula,
                     t.DefaultRate,
                     t.RateLabel,
@@ -3142,13 +3171,14 @@ public class CompanySettingsController : Controller
                     Name = name,
                     Description = item.TryGetProperty("description", out var d) ? d.GetString() : null,
                     OutputMode = item.TryGetProperty("outputMode", out var om) ? om.GetString() ?? "FixedRate" : "FixedRate",
-                    FieldsJson = item.TryGetProperty("fieldsJson", out var fj) ? fj.GetString() ?? "[]" : "[]",
+                    // "fields" is a real JSON array in the export; GetRawText() reconstructs the string
+                    FieldsJson = item.TryGetProperty("fields", out var fj) ? fj.GetRawText() : "[]",
                     Formula = item.TryGetProperty("formula", out var f) ? f.GetString() ?? "" : "",
                     DefaultRate = item.TryGetProperty("defaultRate", out var dr) && dr.ValueKind == System.Text.Json.JsonValueKind.Number ? dr.GetDecimal() : null,
                     RateLabel = item.TryGetProperty("rateLabel", out var rl) ? rl.GetString() : null,
                     Notes = item.TryGetProperty("notes", out var n) ? n.GetString() : null,
                     DisplayOrder = item.TryGetProperty("displayOrder", out var dord) && dord.ValueKind == System.Text.Json.JsonValueKind.Number ? dord.GetInt32() : 0,
-                    IsActive = item.TryGetProperty("isActive", out var ia) && ia.ValueKind == System.Text.Json.JsonValueKind.True,
+                    IsActive = true,
                 };
 
                 var fieldError = ValidateTemplateFields(dto.FieldsJson);

src/PowderCoating.Web/Controllers/CustomersController.cs

@@ -144,9 +144,11 @@ public class CustomersController : Controller
     }
 
     /// <summary>
-    /// Renders the customer detail page, including the 10 most-recent non-voided credit memos.
-    /// Credit memos are loaded separately (not via eager loading) because the customer entity
-    /// does not navigate to CreditMemo; this keeps the Customer aggregate lean.
+    /// Renders the customer detail page. In addition to basic info and credit memos, runs
+    /// four sequential queries (jobs, quotes, invoices, deposits) to build:
+    /// (1) <see cref="CustomerLifetimeStatsDto"/> — aggregate KPIs for the stats card
+    /// (2) <see cref="CustomerTimelineEventDto"/> list — last 15 events for the activity feed
+    /// Credit memos are loaded separately because the Customer aggregate does not navigate to them.
     /// </summary>
     public async Task<IActionResult> Details(int? id)
     {
@@ -170,6 +172,115 @@ public class CustomersController : Controller
                 .Take(10)
                 .ToList();
 
+            // CRM queries — must be sequential; EF Core's DbContext is not thread-safe
+            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
+            var jobs     = (await _unitOfWork.Jobs.FindAsync(j => j.CustomerId == id.Value && j.CompanyId == companyId, false, j => j.JobStatus)).ToList();
+            var quotes   = (await _unitOfWork.Quotes.FindAsync(q => q.CustomerId == id.Value && q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
+            var invoices = (await _unitOfWork.Invoices.FindAsync(i => i.CustomerId == id.Value && i.CompanyId == companyId)).ToList();
+            var deposits = (await _unitOfWork.Deposits.FindAsync(d => d.CustomerId == id.Value && d.CompanyId == companyId)).ToList();
+
+            var pendingPickups = (await _unitOfWork.Jobs.FindAsync(
+                    j => j.CustomerId == id.Value && j.CompanyId == companyId
+                         && j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup,
+                    false, j => j.JobStatus))
+                .OrderBy(j => j.UpdatedAt)
+                .ToList();
+            ViewBag.PendingPickups = pendingPickups;
+
+            var customerNotes = (await _unitOfWork.CustomerNotes.FindAsync(n => n.CustomerId == id.Value))
+                .OrderByDescending(n => n.CreatedAt)
+                .ToList();
+            ViewBag.CustomerNotes = customerNotes;
+
+            var preferredPowders = (await _unitOfWork.CustomerPreferredPowders.FindAsync(
+                    p => p.CustomerId == id.Value, false, p => p.InventoryItem))
+                .ToList();
+            ViewBag.PreferredPowders = preferredPowders;
+
+            // Stats
+            var nonVoided = invoices.Where(i => i.Status != InvoiceStatus.Voided).ToList();
+            var stats = new CustomerLifetimeStatsDto
+            {
+                TotalJobs       = jobs.Count,
+                ActiveJobs      = jobs.Count(j => j.JobStatus != null && !j.JobStatus.IsTerminalStatus),
+                TotalRevenue    = nonVoided.Sum(i => i.Total),
+                TotalCollected  = nonVoided.Sum(i => i.AmountPaid),
+                AverageJobValue = jobs.Count > 0 ? jobs.Average(j => j.FinalPrice) : 0,
+                LastJobDate     = jobs.Count > 0 ? jobs.Max(j => (DateTime?)j.CreatedAt) : null,
+                LastJobId       = jobs.Count > 0 ? jobs.OrderByDescending(j => j.CreatedAt).First().Id : (int?)null,
+                TotalQuotes     = quotes.Count,
+                TotalInvoices   = invoices.Count,
+                OpenBalance     = customer.CurrentBalance
+            };
+            stats.DaysSinceLastJob = stats.LastJobDate.HasValue
+                ? (int)(DateTime.UtcNow - stats.LastJobDate.Value).TotalDays
+                : null;
+
+            // Timeline: merge all event types, sort descending, cap at 15
+            var events = new List<CustomerTimelineEventDto>();
+
+            foreach (var j in jobs)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = j.CreatedAt,
+                    Icon           = "bi-briefcase",
+                    BadgeColor     = "primary",
+                    Title          = $"Job {j.JobNumber}",
+                    Subtitle       = j.Description,
+                    Amount         = j.FinalPrice > 0 ? j.FinalPrice : null,
+                    EntityId       = j.Id,
+                    LinkController = "Jobs",
+                    LinkAction     = "Details"
+                });
+
+            foreach (var q in quotes)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = q.QuoteDate,
+                    Icon           = "bi-file-text",
+                    BadgeColor     = "info",
+                    Title          = $"Quote {q.QuoteNumber}",
+                    Subtitle       = q.QuoteStatus?.DisplayName,
+                    Amount         = q.Total > 0 ? q.Total : null,
+                    EntityId       = q.Id,
+                    LinkController = "Quotes",
+                    LinkAction     = "Details"
+                });
+
+            foreach (var inv in invoices)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = inv.InvoiceDate,
+                    Icon           = inv.Status == InvoiceStatus.Paid ? "bi-receipt-cutoff" : "bi-receipt",
+                    BadgeColor     = inv.Status == InvoiceStatus.Paid ? "success" : "warning",
+                    Title          = $"Invoice {inv.InvoiceNumber}",
+                    Subtitle       = inv.Status.ToString(),
+                    Amount         = inv.Total,
+                    EntityId       = inv.Id,
+                    LinkController = "Invoices",
+                    LinkAction     = "Details"
+                });
+
+            foreach (var dep in deposits)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = dep.ReceivedDate,
+                    Icon           = "bi-cash-coin",
+                    BadgeColor     = "success",
+                    Title          = "Deposit received",
+                    Subtitle       = dep.ReceiptNumber,
+                    Amount         = dep.Amount,
+                    EntityId       = dep.JobId,
+                    LinkController = dep.JobId.HasValue ? "Jobs" : null,
+                    LinkAction     = dep.JobId.HasValue ? "Details" : null
+                });
+
+            ViewBag.CrmStats = stats;
+            ViewBag.Timeline = events
+                .OrderByDescending(e => e.Date)
+                .Take(15)
+                .ToList();
+
             var customerDto = _mapper.Map<CustomerDto>(customer);
             return View(customerDto);
         }
@@ -938,6 +1049,166 @@ public class CustomersController : Controller
         return RedirectToAction(nameof(Details), new { id });
     }
 
+    /// <summary>
+    /// Adds a quick internal note to the customer record. Returns the rendered note HTML so
+    /// the caller can prepend it to the notes list without a full page reload.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> AddCustomerNote(int id, string note, bool isImportant = false)
+    {
+        if (string.IsNullOrWhiteSpace(note))
+            return Json(new { success = false, message = "Note cannot be empty." });
+
+        try
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(id);
+            if (customer == null) return Json(new { success = false, message = "Customer not found." });
+
+            var currentUser = await _userManager.GetUserAsync(User);
+            var entity = new PowderCoating.Core.Entities.CustomerNote
+            {
+                CustomerId  = id,
+                Note        = note.Trim(),
+                IsImportant = isImportant,
+                CreatedBy   = currentUser?.Email
+            };
+
+            await _unitOfWork.CustomerNotes.AddAsync(entity);
+            await _unitOfWork.CompleteAsync();
+
+            var displayDate = entity.CreatedAt.ToLocalTime().ToString("MMM dd, yyyy h:mm tt");
+            var author      = currentUser?.Email ?? "Staff";
+            var noteHtml = $@"<div class=""customer-note-item d-flex gap-2 py-2 border-bottom"" data-note-id=""{entity.Id}"">
+  <div class=""flex-grow-1"">
+    {(isImportant ? @"<span class=""text-warning me-1"" title=""Important"">&#9733;</span>" : "")}
+    <span class=""note-text"">{System.Web.HttpUtility.HtmlEncode(entity.Note)}</span>
+    <div class=""text-muted"" style=""font-size:0.75rem;"">{System.Web.HttpUtility.HtmlEncode(author)} &mdash; {displayDate}</div>
+  </div>
+  <button type=""button"" class=""btn btn-sm btn-link text-danger p-0 flex-shrink-0""
+          onclick=""deleteCustomerNote({id}, {entity.Id})"" title=""Delete note"">
+    <i class=""bi bi-trash""></i>
+  </button>
+</div>";
+
+            return Json(new { success = true, noteHtml });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error adding note to customer {CustomerId}", id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
+    /// <summary>
+    /// Soft-deletes a single customer note. Only the owning company can delete their own notes
+    /// (enforced via CompanyId on the entity + global query filter).
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> DeleteCustomerNote(int id, int noteId)
+    {
+        try
+        {
+            var note = await _unitOfWork.CustomerNotes.GetByIdAsync(noteId);
+            if (note == null || note.CustomerId != id)
+                return Json(new { success = false, message = "Note not found." });
+
+            await _unitOfWork.CustomerNotes.SoftDeleteAsync(note);
+            await _unitOfWork.CompleteAsync();
+            return Json(new { success = true });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error deleting note {NoteId} for customer {CustomerId}", noteId, id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
+    /// <summary>
+    /// Returns up to 10 inventory items matching the search term for the preferred-powder typeahead.
+    /// Results are scoped to the current company and only include active items.
+    /// </summary>
+    [HttpGet]
+    public async Task<IActionResult> SearchInventoryItems(string term)
+    {
+        if (string.IsNullOrWhiteSpace(term) || term.Length < 2)
+            return Json(Array.Empty<object>());
+
+        var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
+        var lower = term.ToLower();
+        var items = (await _unitOfWork.InventoryItems.FindAsync(
+                i => i.CompanyId == companyId && i.IsActive
+                     && (i.Name.ToLower().Contains(lower) || (i.SKU != null && i.SKU.ToLower().Contains(lower)))))
+            .OrderBy(i => i.Name)
+            .Take(10)
+            .Select(i => new { i.Id, i.Name, i.ColorName, sku = i.SKU })
+            .ToList();
+
+        return Json(items);
+    }
+
+    /// <summary>
+    /// Associates an inventory item as a preferred powder for a customer.
+    /// Silently succeeds if the association already exists (idempotent).
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> AddPreferredPowder(int id, int inventoryItemId, string? notes = null)
+    {
+        try
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(id);
+            if (customer == null) return Json(new { success = false, message = "Customer not found." });
+
+            var item = await _unitOfWork.InventoryItems.GetByIdAsync(inventoryItemId);
+            if (item == null) return Json(new { success = false, message = "Inventory item not found." });
+
+            var existing = (await _unitOfWork.CustomerPreferredPowders.FindAsync(
+                p => p.CustomerId == id && p.InventoryItemId == inventoryItemId)).FirstOrDefault();
+            if (existing != null)
+                return Json(new { success = false, message = $"{item.Name} is already in preferred powders." });
+
+            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
+            await _unitOfWork.CustomerPreferredPowders.AddAsync(new PowderCoating.Core.Entities.CustomerPreferredPowder
+            {
+                CustomerId      = id,
+                InventoryItemId = inventoryItemId,
+                Notes           = notes?.Trim(),
+                CompanyId       = companyId
+            });
+            await _unitOfWork.CompleteAsync();
+
+            return Json(new { success = true, itemId = inventoryItemId, itemName = item.Name, notes = notes?.Trim() });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error adding preferred powder for customer {CustomerId}", id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
+    /// <summary>
+    /// Removes a preferred-powder association by inventory item ID. Soft-deletes the record
+    /// so the history is preserved but it no longer appears on the customer page.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> RemovePreferredPowder(int id, int itemId)
+    {
+        try
+        {
+            var record = (await _unitOfWork.CustomerPreferredPowders.FindAsync(
+                p => p.CustomerId == id && p.InventoryItemId == itemId)).FirstOrDefault();
+            if (record == null) return Json(new { success = false, message = "Record not found." });
+
+            await _unitOfWork.CustomerPreferredPowders.SoftDeleteAsync(record);
+            await _unitOfWork.CompleteAsync();
+            return Json(new { success = true });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error removing preferred powder {ItemId} for customer {CustomerId}", itemId, id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
     /// <summary>
     /// Displays or downloads a dated activity statement for a customer.
     /// Pass <c>pdf=true</c> to download the QuestPDF version; otherwise renders the HTML view.

src/PowderCoating.Web/Controllers/InventoryController.cs

@@ -1642,8 +1642,10 @@ public class InventoryController : Controller
 
         var userId = _userManager.GetUserId(User);
 
+        var recentCutoff = DateTime.UtcNow.AddDays(-7);
+
         var myJobs = (await _unitOfWork.Jobs.FindAsync(
-                j => !j.JobStatus.IsTerminalStatus && j.AssignedUserId == userId,
+                j => (!j.JobStatus.IsTerminalStatus || j.UpdatedAt >= recentCutoff) && j.AssignedUserId == userId,
                 false,
                 j => j.Customer,
                 j => j.JobStatus))
@@ -1651,7 +1653,7 @@ public class InventoryController : Controller
             .Select(j => new ScanJobOption
             {
                 Id = j.Id,
-                JobNumber = j.JobNumber,
+                JobNumber = j.JobNumber + (j.JobStatus.IsTerminalStatus ? " (completed)" : ""),
                 CustomerName = j.Customer != null
                     ? (j.Customer.CompanyName ?? j.Customer.ContactFirstName + " " + j.Customer.ContactLastName)
                     : "No Customer"
@@ -1660,7 +1662,7 @@ public class InventoryController : Controller
 
         var myJobIds = myJobs.Select(j => j.Id).ToHashSet();
         var otherJobs = (await _unitOfWork.Jobs.FindAsync(
-                j => !j.JobStatus.IsTerminalStatus && !myJobIds.Contains(j.Id),
+                j => (!j.JobStatus.IsTerminalStatus || j.UpdatedAt >= recentCutoff) && !myJobIds.Contains(j.Id),
                 false,
                 j => j.Customer,
                 j => j.JobStatus))
@@ -1669,7 +1671,7 @@ public class InventoryController : Controller
             .Select(j => new ScanJobOption
             {
                 Id = j.Id,
-                JobNumber = j.JobNumber,
+                JobNumber = j.JobNumber + (j.JobStatus.IsTerminalStatus ? " (completed)" : ""),
                 CustomerName = j.Customer != null
                     ? (j.Customer.CompanyName ?? j.Customer.ContactFirstName + " " + j.Customer.ContactLastName)
                     : "No Customer"
@@ -1686,9 +1688,64 @@ public class InventoryController : Controller
     }
 
     /// <summary>
-    /// Records powder usage logged via the mobile scan page. Creates a JobUsage
-    /// InventoryTransaction (and PowderUsageLog) when a job is selected, or an
-    /// Adjustment transaction when logging without a job. Updates QuantityOnHand.
+    /// Core inventory usage recording logic shared by LogUsage (scan page) and LogMaterial (modal).
+    /// Deducts quantityUsed from QuantityOnHand, writes an InventoryTransaction, and posts GL entries.
+    /// </summary>
+    private async Task<InventoryUsageResult> RecordInventoryUsageAsync(
+        int inventoryItemId, int? jobId, decimal quantityUsed,
+        InventoryTransactionType transactionType, string? notes)
+    {
+        var item = await _unitOfWork.InventoryItems.GetByIdAsync(inventoryItemId);
+        if (item == null)
+            return new InventoryUsageResult(false, "Inventory item not found.", 0, "", "");
+
+        string? reference = null;
+        if (jobId.HasValue)
+        {
+            var job = await _unitOfWork.Jobs.GetByIdAsync(jobId.Value);
+            reference = job != null ? $"Job {job.JobNumber}" : null;
+        }
+
+        item.QuantityOnHand -= quantityUsed;
+        item.UpdatedAt = DateTime.UtcNow;
+        await _unitOfWork.InventoryItems.UpdateAsync(item);
+
+        var txn = new InventoryTransaction
+        {
+            InventoryItemId = item.Id,
+            TransactionType = transactionType,
+            Quantity        = -quantityUsed,
+            UnitCost        = item.UnitCost,
+            TotalCost       = quantityUsed * item.UnitCost,
+            TransactionDate = DateTime.UtcNow,
+            BalanceAfter    = item.QuantityOnHand,
+            JobId           = jobId,
+            Reference       = reference,
+            Notes           = notes?.Trim(),
+            CompanyId       = item.CompanyId,
+            CreatedAt       = DateTime.UtcNow
+        };
+        await _unitOfWork.InventoryTransactions.AddAsync(txn);
+        await _unitOfWork.CompleteAsync();
+
+        if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
+        {
+            var cost = quantityUsed * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
+            await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
+            await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
+        }
+
+        return new InventoryUsageResult(
+            true,
+            $"Logged {quantityUsed:N2} {item.UnitOfMeasure} of {item.Name}. New balance: {item.QuantityOnHand:N2} {item.UnitOfMeasure}.",
+            item.QuantityOnHand,
+            item.UnitOfMeasure,
+            item.Name);
+    }
+
+    /// <summary>
+    /// Records powder usage from the mobile scan page. Resolves the used quantity
+    /// (caller already converts "remaining weight" to delta before posting) and redirects to ScanSuccess.
     /// </summary>
     [HttpPost]
     [ValidateAntiForgeryToken]
@@ -1697,55 +1754,26 @@ public class InventoryController : Controller
     {
         try
         {
-            var item = await _unitOfWork.InventoryItems.GetByIdAsync(inventoryItemId);
-            if (item == null) return NotFound();
-
             if (quantity <= 0)
             {
                 TempData["ScanError"] = "Quantity must be greater than zero.";
                 return RedirectToAction(nameof(Scan), new { id = inventoryItemId });
             }
 
-            var userId = _userManager.GetUserId(User) ?? string.Empty;
-            // Scan-based logging always records as JobUsage; Adjustment is for manual stock corrections only
-            var txnType = InventoryTransactionType.JobUsage;
+            var result = await RecordInventoryUsageAsync(
+                inventoryItemId, jobId, quantity,
+                InventoryTransactionType.JobUsage, notes);
 
-            item.QuantityOnHand -= quantity;
-            item.UpdatedAt = DateTime.UtcNow;
-            await _unitOfWork.InventoryItems.UpdateAsync(item);
-
-            var txn = new InventoryTransaction
+            if (!result.Success)
             {
-                InventoryItemId = item.Id,
-                TransactionType = txnType,
-                Quantity = -quantity,
-                UnitCost = item.UnitCost,
-                TotalCost = quantity * item.UnitCost,
-                TransactionDate = DateTime.UtcNow,
-                BalanceAfter = item.QuantityOnHand,
-                JobId = jobId,
-                Reference = jobId.HasValue ? $"Job #{jobId}" : null,
-                Notes = notes?.Trim()
-            };
-            await _unitOfWork.InventoryTransactions.AddAsync(txn);
-            await _unitOfWork.SaveChangesAsync();
-
-            // GL: DR COGS, CR Inventory Asset — no-op if accounts not configured on the item
-            if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
-            {
-                var cost = quantity * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
-                await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
-                await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
+                TempData["ScanError"] = result.Message;
+                return RedirectToAction(nameof(Scan), new { id = inventoryItemId });
             }
 
-            // PowderUsageLog requires a specific JobItem + Coat FK — scan-based logging
-            // doesn't have that context, so we rely on the InventoryTransaction alone
-            // for the audit trail. Coat-level PowderUsageLogs are created by the job workflow.
-
-            TempData["ScanSuccess"]  = $"Logged {quantity:N2} {item.UnitOfMeasure} of {item.Name}. New balance: {item.QuantityOnHand:N2} {item.UnitOfMeasure}.";
+            TempData["ScanSuccess"]  = result.Message;
             TempData["ScanItemId"]   = inventoryItemId.ToString();
             TempData["ScanJobId"]    = jobId?.ToString();
-            TempData["ScanItemName"] = item.Name;
+            TempData["ScanItemName"] = result.ItemName;
             return RedirectToAction(nameof(ScanSuccess));
         }
         catch (Exception ex)
@@ -1756,6 +1784,43 @@ public class InventoryController : Controller
         }
     }
 
+    /// <summary>
+    /// Records manual material usage from the job details modal. Accepts JSON, resolves
+    /// the amount used (caller sends the already-computed used quantity), and returns JSON
+    /// so the modal can close and refresh inline.
+    /// </summary>
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public async Task<IActionResult> LogMaterial([FromBody] LogMaterialRequest req)
+    {
+        try
+        {
+            if (req.QuantityUsed <= 0)
+                return Json(new { success = false, message = "Quantity used must be greater than zero." });
+
+            var txnType = req.TransactionType == "Waste"
+                ? InventoryTransactionType.Waste
+                : InventoryTransactionType.JobUsage;
+
+            var result = await RecordInventoryUsageAsync(
+                req.InventoryItemId, req.JobId, req.QuantityUsed, txnType, req.Notes);
+
+            return Json(new
+            {
+                success       = result.Success,
+                message       = result.Message,
+                newBalance    = result.NewBalance,
+                unitOfMeasure = result.UnitOfMeasure,
+                itemName      = result.ItemName
+            });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error logging material for job {JobId}", req.JobId);
+            return Json(new { success = false, message = "An error occurred. Please try again." });
+        }
+    }
+
     /// <summary>
     /// Success screen shown after a usage log is saved. Offers "Log Another Item for
     /// This Job" and "Done" options.
@@ -2003,7 +2068,7 @@ public class InventoryController : Controller
 
     /// <summary>
     /// Returns the current values of a JobUsage InventoryTransaction plus a list of active
-    /// jobs so the edit modal can be pre-populated without a full page reload.
+    /// jobs (plus the currently assigned job even if terminal) for the edit modal.
     /// </summary>
     [HttpGet]
     public async Task<IActionResult> GetUsageForEdit(int id)
@@ -2034,10 +2099,27 @@ public class InventoryController : Controller
             })
             .ToList();
 
+        // If the assigned job has terminal status it won't appear in the active list; insert it at the top
+        // so the dropdown pre-selects correctly and the user can see the existing job assignment.
+        if (txn.JobId.HasValue && jobs.All(j => j.Id != txn.JobId.Value))
+        {
+            var assignedJob = await _unitOfWork.Jobs.GetByIdAsync(txn.JobId.Value, false, j => j.Customer);
+            if (assignedJob != null)
+                jobs.Insert(0, new ScanJobOption
+                {
+                    Id = assignedJob.Id,
+                    JobNumber = assignedJob.JobNumber,
+                    CustomerName = assignedJob.Customer != null
+                        ? (assignedJob.Customer.CompanyName ?? $"{assignedJob.Customer.ContactFirstName} {assignedJob.Customer.ContactLastName}".Trim())
+                        : "No Customer"
+                });
+        }
+
         return Json(new
         {
             transactionId = txn.Id,
             jobId = txn.JobId,
+            quantity = Math.Abs(txn.Quantity),
             notes = txn.Notes,
             transactionDate = txn.TransactionDate.ToString("yyyy-MM-ddTHH:mm"),
             itemName = txn.InventoryItem?.Name,
@@ -2046,14 +2128,15 @@ public class InventoryController : Controller
     }
 
     /// <summary>
-    /// Saves edits to a JobUsage InventoryTransaction's job assignment, notes, and date.
-    /// Quantity and balance are not changed.
+    /// Saves edits to a JobUsage InventoryTransaction: job assignment, quantity, notes, and date.
+    /// When quantity changes the InventoryItem.QuantityOnHand is adjusted by the delta so the
+    /// ledger balance remains consistent.
     /// </summary>
     [HttpPost]
     [ValidateAntiForgeryToken]
-    public async Task<IActionResult> EditUsageTransaction(int id, int? jobId, string? notes, DateTime transactionDate)
+    public async Task<IActionResult> EditUsageTransaction(int id, int? jobId, string? notes, DateTime transactionDate, decimal? quantity)
     {
-        var txn = await _unitOfWork.InventoryTransactions.GetByIdAsync(id);
+        var txn = await _unitOfWork.InventoryTransactions.GetByIdAsync(id, false, t => t.InventoryItem);
         if (txn == null) return NotFound();
         if (txn.TransactionType != InventoryTransactionType.JobUsage
             && txn.TransactionType != InventoryTransactionType.Adjustment)
@@ -2075,6 +2158,28 @@ public class InventoryController : Controller
         if (jobId.HasValue && txn.TransactionType == InventoryTransactionType.Adjustment)
             txn.TransactionType = InventoryTransactionType.JobUsage;
 
+        // Adjust inventory when the logged quantity is changed.
+        // txn.Quantity is stored as a negative number for usage (e.g. -3.5 for 3.5 lbs used).
+        if (quantity.HasValue && quantity.Value > 0)
+        {
+            var oldUsed = Math.Abs(txn.Quantity);
+            var newUsed = quantity.Value;
+            if (oldUsed != newUsed)
+            {
+                var item = txn.InventoryItem ?? await _unitOfWork.InventoryItems.GetByIdAsync(txn.InventoryItemId);
+                if (item != null)
+                {
+                    // Positive delta means less was actually used → restore the difference to inventory.
+                    item.QuantityOnHand += oldUsed - newUsed;
+                    item.UpdatedAt = DateTime.UtcNow;
+                    await _unitOfWork.InventoryItems.UpdateAsync(item);
+                    txn.BalanceAfter = item.QuantityOnHand;
+                }
+                txn.Quantity = -newUsed;
+                txn.TotalCost = newUsed * txn.UnitCost;
+            }
+        }
+
         txn.Notes = notes?.Trim();
         txn.TransactionDate = transactionDate.Kind == DateTimeKind.Utc
             ? transactionDate : DateTime.SpecifyKind(transactionDate, DateTimeKind.Utc);
@@ -2094,3 +2199,21 @@ public class ScanJobOption
     public string JobNumber { get; set; } = string.Empty;
     public string CustomerName { get; set; } = string.Empty;
 }
+
+/// <summary>Result returned by RecordInventoryUsageAsync.</summary>
+public record InventoryUsageResult(
+    bool Success,
+    string Message,
+    decimal NewBalance,
+    string UnitOfMeasure,
+    string ItemName);
+
+/// <summary>JSON body for the LogMaterial endpoint (job details modal).</summary>
+public class LogMaterialRequest
+{
+    public int     JobId           { get; set; }
+    public int     InventoryItemId { get; set; }
+    public decimal QuantityUsed    { get; set; }
+    public string  TransactionType { get; set; } = "JobUsage";
+    public string? Notes           { get; set; }
+}

src/PowderCoating.Web/Controllers/InvoicesController.cs

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

src/PowderCoating.Web/Controllers/JobsController.cs

@@ -1981,6 +1981,146 @@ public class JobsController : Controller
     }
 
     /// <summary>
+    /// <summary>
+    /// Creates a new job that is a copy of an existing job. All items, coats, and prep services
+    /// are deep-copied. Pricing-routing flags (IsAiItem, IsGenericItem, IsLaborItem, IsSalesItem)
+    /// are preserved so pricing behaves identically. Dates, worker assignment, and invoice links
+    /// are cleared; status resets to Pending so the job enters the normal workflow from the start.
+    /// </summary>
+    [Authorize(Policy = AppConstants.Policies.CanManageJobs)]
+    public async Task<IActionResult> CloneJob(int id)
+    {
+        try
+        {
+            var source = await _unitOfWork.Jobs.LoadForDetailsAsync(id);
+            if (source == null) return NotFound();
+
+            var companyId   = _tenantContext.GetCurrentCompanyId() ?? 0;
+            var pendingStatus = await _unitOfWork.JobStatusLookups.FirstOrDefaultAsync(
+                s => s.StatusCode == AppConstants.StatusCodes.Job.Pending && s.CompanyId == companyId);
+            if (pendingStatus == null)
+            {
+                this.ToastError("Could not find Pending status for this company.");
+                return RedirectToAction(nameof(Details), new { id });
+            }
+
+            var newJob = new Job
+            {
+                JobNumber              = await GenerateJobNumber(),
+                CustomerId             = source.CustomerId,
+                CompanyId              = companyId,
+                JobStatusId            = pendingStatus.Id,
+                JobPriorityId          = source.JobPriorityId,
+                Description            = source.Description,
+                CustomerPO             = source.CustomerPO,
+                ProjectName            = source.ProjectName,
+                SpecialInstructions    = source.SpecialInstructions,
+                InternalNotes          = source.InternalNotes,
+                Tags                   = source.Tags,
+                IsRushJob              = source.IsRushJob,
+                RequiresCustomerApproval = source.RequiresCustomerApproval,
+                DiscountType           = source.DiscountType,
+                DiscountValue          = source.DiscountValue,
+                DiscountReason         = source.DiscountReason,
+                OvenCostId             = source.OvenCostId,
+                OvenBatches            = source.OvenBatches,
+                OvenCycleMinutes       = source.OvenCycleMinutes,
+                ShopSuppliesPercent    = source.ShopSuppliesPercent,
+                ShopAccessCode         = Guid.NewGuid()
+            };
+
+            await _unitOfWork.Jobs.AddAsync(newJob);
+            await _unitOfWork.CompleteAsync();
+
+            foreach (var srcItem in source.JobItems.Where(i => !i.IsDeleted))
+            {
+                var newItem = new JobItem
+                {
+                    JobId               = newJob.Id,
+                    CompanyId           = companyId,
+                    Description         = srcItem.Description,
+                    Quantity            = srcItem.Quantity,
+                    ColorName           = srcItem.ColorName,
+                    ColorCode           = srcItem.ColorCode,
+                    Finish              = srcItem.Finish,
+                    SurfaceArea         = srcItem.SurfaceArea,
+                    SurfaceAreaSqFt     = srcItem.SurfaceAreaSqFt,
+                    CatalogItemId       = srcItem.CatalogItemId,
+                    UnitPrice           = srcItem.UnitPrice,
+                    TotalPrice          = srcItem.TotalPrice,
+                    LaborCost           = srcItem.LaborCost,
+                    IsGenericItem       = srcItem.IsGenericItem,
+                    ManualUnitPrice     = srcItem.ManualUnitPrice,
+                    PowderCostOverride  = srcItem.PowderCostOverride,
+                    IsLaborItem         = srcItem.IsLaborItem,
+                    IsSalesItem         = srcItem.IsSalesItem,
+                    IsAiItem            = srcItem.IsAiItem,
+                    AiTags              = srcItem.AiTags,
+                    IsCustomFormulaItem = srcItem.IsCustomFormulaItem,
+                    CustomItemTemplateId = srcItem.CustomItemTemplateId,
+                    FormulaFieldValuesJson = srcItem.FormulaFieldValuesJson,
+                    Sku                 = srcItem.Sku,
+                    IncludePrepCost     = srcItem.IncludePrepCost,
+                    RequiresSandblasting = srcItem.RequiresSandblasting,
+                    RequiresMasking     = srcItem.RequiresMasking,
+                    EstimatedMinutes    = srcItem.EstimatedMinutes,
+                    Complexity          = srcItem.Complexity,
+                    Notes               = srcItem.Notes
+                    // AiPredictionId intentionally not copied — prediction belongs to original quote
+                };
+
+                await _unitOfWork.JobItems.AddAsync(newItem);
+                await _unitOfWork.CompleteAsync();
+
+                foreach (var srcCoat in srcItem.Coats.Where(c => !c.IsDeleted))
+                {
+                    await _unitOfWork.JobItemCoats.AddAsync(new JobItemCoat
+                    {
+                        JobItemId          = newItem.Id,
+                        CompanyId          = companyId,
+                        CoatName           = srcCoat.CoatName,
+                        Sequence           = srcCoat.Sequence,
+                        InventoryItemId    = srcCoat.InventoryItemId,
+                        ColorName          = srcCoat.ColorName,
+                        VendorId           = srcCoat.VendorId,
+                        ColorCode          = srcCoat.ColorCode,
+                        Finish             = srcCoat.Finish,
+                        CoverageSqFtPerLb  = srcCoat.CoverageSqFtPerLb,
+                        TransferEfficiency = srcCoat.TransferEfficiency,
+                        PowderCostPerLb    = srcCoat.PowderCostPerLb,
+                        PowderToOrder      = srcCoat.PowderToOrder,
+                        NoExtraLayerCharge = srcCoat.NoExtraLayerCharge,
+                        Notes              = srcCoat.Notes
+                        // Powder ordering / receiving tracking fields intentionally not copied
+                    });
+                }
+
+                foreach (var srcPrep in srcItem.PrepServices.Where(p => !p.IsDeleted))
+                {
+                    await _unitOfWork.JobItemPrepServices.AddAsync(new JobItemPrepService
+                    {
+                        JobItemId        = newItem.Id,
+                        CompanyId        = companyId,
+                        PrepServiceId    = srcPrep.PrepServiceId,
+                        EstimatedMinutes = srcPrep.EstimatedMinutes,
+                        BlastSetupId     = srcPrep.BlastSetupId
+                    });
+                }
+            }
+
+            await _unitOfWork.CompleteAsync();
+
+            this.ToastSuccess($"Job cloned as {newJob.JobNumber} &mdash; review and update dates before scheduling.");
+            return RedirectToAction(nameof(Details), new { id = newJob.Id });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error cloning job {JobId}", id);
+            this.ToastError("An error occurred while cloning the job.");
+            return RedirectToAction(nameof(Details), new { id });
+        }
+    }
+
     /// Generates the next sequential job number in the format PREFIX-YYMM-#### (e.g. JOB-2404-0001).
     /// Uses IgnoreQueryFilters so soft-deleted jobs are included in the sequence counter —
     /// this prevents number reuse if a job is deleted after being created this month.
@@ -4399,75 +4539,7 @@ public class JobsController : Controller
         _logger.LogInformation("Recorded first job creation for company {CompanyId}", companyId);
     }
 
-    /// <summary>
-    /// Logs manual material usage from the job details page. Mirrors the QR scan LogUsage
-    /// flow in InventoryController but returns JSON so the modal can close and refresh inline.
-    /// Quantity is always the amount USED (caller converts from remaining if needed).
-    /// </summary>
-    [HttpPost]
-    [ValidateAntiForgeryToken]
-    public async Task<IActionResult> LogMaterial([FromBody] LogMaterialRequest req)
-    {
-        try
-        {
-            if (req.QuantityUsed <= 0)
-                return Json(new { success = false, message = "Quantity used must be greater than zero." });
-
-            var item = await _unitOfWork.InventoryItems.GetByIdAsync(req.InventoryItemId);
-            if (item == null) return Json(new { success = false, message = "Inventory item not found." });
-
-            var job = await _unitOfWork.Jobs.GetByIdAsync(req.JobId);
-            if (job == null) return Json(new { success = false, message = "Job not found." });
-
-            var txnType = req.TransactionType == "Waste"
-                ? InventoryTransactionType.Waste
-                : InventoryTransactionType.JobUsage;
-
-            item.QuantityOnHand -= req.QuantityUsed;
-            item.UpdatedAt = DateTime.UtcNow;
-            await _unitOfWork.InventoryItems.UpdateAsync(item);
-
-            var txn = new PowderCoating.Core.Entities.InventoryTransaction
-            {
-                InventoryItemId = item.Id,
-                TransactionType = txnType,
-                Quantity        = -req.QuantityUsed,
-                UnitCost        = item.UnitCost,
-                TotalCost       = req.QuantityUsed * item.UnitCost,
-                TransactionDate = DateTime.UtcNow,
-                BalanceAfter    = item.QuantityOnHand,
-                JobId           = req.JobId,
-                Reference       = $"Job {job.JobNumber}",
-                Notes           = req.Notes?.Trim(),
-                CompanyId       = item.CompanyId,
-                CreatedAt       = DateTime.UtcNow
-            };
-            await _unitOfWork.InventoryTransactions.AddAsync(txn);
-            await _unitOfWork.CompleteAsync();
-
-            // GL: DR COGS, CR Inventory Asset
-            if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
-            {
-                var cost = req.QuantityUsed * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
-                await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
-                await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
-            }
-
-            return Json(new
-            {
-                success    = true,
-                message    = $"Logged {req.QuantityUsed:N2} {item.UnitOfMeasure} of {item.Name}.",
-                newBalance = item.QuantityOnHand,
-                unitOfMeasure = item.UnitOfMeasure,
-                itemName   = item.Name
-            });
-        }
-        catch (Exception ex)
-        {
-            _logger.LogError(ex, "Error logging material for job {JobId}", req.JobId);
-            return Json(new { success = false, message = "An error occurred. Please try again." });
-        }
-    }
+    // LogMaterial has been consolidated into InventoryController.LogMaterial.
 
     /// <summary>
     /// Inline-edits description, quantity, and unit price on a single job line item.
@@ -4554,14 +4626,6 @@ public class PatchJobItemRequest
     public decimal Quantity    { get; set; }
     public decimal UnitPrice   { get; set; }
 }
-public class LogMaterialRequest
-{
-    public int     JobId           { get; set; }
-    public int     InventoryItemId { get; set; }
-    public decimal QuantityUsed    { get; set; }
-    public string  TransactionType { get; set; } = "JobUsage";
-    public string? Notes           { get; set; }
-}
 public class CreateReworkJobRequest
 {
     public int ReworkRecordId { get; set; }

src/PowderCoating.Web/Controllers/QuotesController.cs

@@ -1957,12 +1957,10 @@ public class QuotesController : Controller
             if (dto.SmsConsent)
                 await _notificationService.NotifySmsConsentGrantedAsync(customer);
 
-            // Get "Converted" status (cached)
-            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
-            var statuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
-            var convertedStatus = statuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Quote.Converted);
-
-            // Update quote to link to new customer
+            // Update quote to link to new customer.
+            // Do NOT set "Converted" status here — that status is reserved for when a job is
+            // actually created via CreateJobFromQuote. Keeping the quote at "Approved" lets the
+            // user immediately click "Create Job from Quote" on the next screen.
             quote.CustomerId = customer.Id;
 
             // Clear prospect fields
@@ -1977,14 +1975,11 @@ public class QuotesController : Controller
             quote.ProspectSmsConsent = false;
             quote.ProspectSmsConsentedAt = null;
 
-            // Update status to converted
-            quote.QuoteStatusId = convertedStatus?.Id ?? quote.QuoteStatusId;
-
             await _unitOfWork.Quotes.UpdateAsync(quote);
             await _unitOfWork.CompleteAsync();
 
-            this.ToastSuccess($"Prospect/Walk-In successfully converted to customer! Quote {quote.QuoteNumber} has been updated.");
-            return RedirectToAction("Details", "Customers", new { id = customer.Id });
+            this.ToastSuccess($"Customer record created! You can now create a job from quote {quote.QuoteNumber}.");
+            return RedirectToAction(nameof(Details), new { id = dto.QuoteId });
         }
         catch (Exception ex)
         {
@@ -2958,6 +2953,7 @@ public class QuotesController : Controller
                 Total                       = quote.Total
             }),
             CustomerPO              = quote.CustomerPO,
+            ProjectName             = quote.ProjectName,
             InternalNotes           = quote.Notes,  // Copy internal notes from quote
             IsCustomerApproved      = true,
             IsRushJob               = quote.IsRushJob,
@@ -3435,13 +3431,21 @@ public class QuotesController : Controller
             // Build company AI context: profile text + recent accepted predictions as few-shot examples
             var aiContext = await BuildCompanyAiContextAsync(companyId, costs);
 
-            // Load the specific blast setup when the user picked one before analyzing
+            // Load the specific blast setup when the user picked one before analyzing.
+            // If none was explicitly chosen, fall back to the company's default blast setup so
+            // named-setup rates (e.g. a blast cabinet configured at 82 sqft/hr) are always
+            // used instead of the coarser company-level operating cost fallback.
             CompanyBlastSetup? selectedBlastSetup = null;
             if (request.BlastSetupId.HasValue)
             {
                 var setups = await _unitOfWork.BlastSetups.FindAsync(b => b.Id == request.BlastSetupId.Value && b.IsActive && b.CompanyId == companyId);
                 selectedBlastSetup = setups.FirstOrDefault();
             }
+            else
+            {
+                var defaultSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsDefault && b.IsActive && b.CompanyId == companyId);
+                selectedBlastSetup = defaultSetups.FirstOrDefault();
+            }
 
             var result = await _aiService.AnalyzeItemAsync(request, photos, costs, avgPowderCost, aiContext, selectedBlastSetup);
             await _usageLogger.LogAsync(companyId, user?.Id ?? "", AppConstants.AiFeatures.PhotoQuote, result.Success, photos.Sum(p => p.Data.Length));

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

@@ -74,7 +74,7 @@
                             </div>
                             <div class="col-md-6">
                                 <label asp-for="Email" class="form-label">Email <span class="text-danger">*</span> <span class="text-muted fw-normal">(required if no phone number)</span></label>
-                                <input asp-for="Email" type="email" multiple class="form-control" placeholder="name@example.com (comma-separate multiple)" />
+                                <input asp-for="Email" type="text" class="form-control" placeholder="name@example.com (comma-separate multiple)" />
                                 <span asp-validation-for="Email" class="text-danger"></span>
                             </div>
                             <div class="col-md-3">
@@ -91,7 +91,7 @@
                                 <label asp-for="BillingEmail" class="form-label">Billing / Accounting Email
                                     <span class="text-muted fw-normal">(invoices sent here)</span>
                                 </label>
-                                <input asp-for="BillingEmail" type="email" multiple class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
+                                <input asp-for="BillingEmail" type="text" class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
                                 <span asp-validation-for="BillingEmail" class="text-danger"></span>
                                 <div class="form-text">When set, invoices are emailed here instead of the contact email.</div>
                             </div>

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

@@ -328,6 +328,121 @@
                         </div>
                     </div>
                 }
+
+                <!-- Customer Notes -->
+                @{
+                    var customerNotes = ViewBag.CustomerNotes as List<PowderCoating.Core.Entities.CustomerNote>;
+                }
+                <div class="card border-0 shadow-sm mb-4">
+                    <div class="card-header bg-white border-0 py-3">
+                        <h5 class="mb-0 fw-semibold">
+                            <i class="bi bi-sticky me-2 text-primary"></i>Internal Notes
+                        </h5>
+                    </div>
+                    <div class="card-body p-0">
+                        <div id="customer-notes-list">
+                            @if (customerNotes != null && customerNotes.Count > 0)
+                            {
+                                @foreach (var note in customerNotes)
+                                {
+                                    <div class="customer-note-item d-flex gap-2 px-3 py-2 border-bottom" data-note-id="@note.Id">
+                                        <div class="flex-grow-1">
+                                            @if (note.IsImportant)
+                                            {
+                                                <span class="text-warning me-1" title="Important">&#9733;</span>
+                                            }
+                                            <span class="note-text small">@note.Note</span>
+                                            <div class="text-muted" style="font-size:0.75rem;">
+                                                @(note.CreatedBy ?? "Staff") &mdash; @note.CreatedAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM dd, yyyy h:mm tt")
+                                            </div>
+                                        </div>
+                                        <button type="button" class="btn btn-sm btn-link text-danger p-0 flex-shrink-0 align-self-start"
+                                                onclick="deleteCustomerNote(@Model.Id, @note.Id)" title="Delete note">
+                                            <i class="bi bi-trash"></i>
+                                        </button>
+                                    </div>
+                                }
+                            }
+                            else
+                            {
+                                <div id="no-notes-placeholder" class="px-3 py-2 text-muted small">No notes yet.</div>
+                            }
+                        </div>
+                        <div class="px-3 py-3 border-top bg-light">
+                            <div class="mb-2">
+                                <textarea id="newNoteText" class="form-control form-control-sm" rows="2"
+                                          placeholder="Add an internal note..." maxlength="2000"></textarea>
+                            </div>
+                            <div class="d-flex justify-content-between align-items-center">
+                                <div class="form-check form-check-sm mb-0">
+                                    <input class="form-check-input" type="checkbox" id="newNoteImportant">
+                                    <label class="form-check-label small" for="newNoteImportant">
+                                        <span class="text-warning">&#9733;</span> Mark important
+                                    </label>
+                                </div>
+                                <button type="button" class="btn btn-sm btn-primary" onclick="addCustomerNote(@Model.Id)">
+                                    <i class="bi bi-plus-circle me-1"></i>Add Note
+                                </button>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Recent Activity Timeline -->
+                @{
+                    var timeline = ViewBag.Timeline as List<PowderCoating.Application.DTOs.Customer.CustomerTimelineEventDto>;
+                }
+                @if (timeline != null && timeline.Count > 0)
+                {
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white border-0 py-3 d-flex justify-content-between align-items-center">
+                            <h5 class="mb-0 fw-semibold">
+                                <i class="bi bi-clock-history me-2 text-primary"></i>Recent Activity
+                            </h5>
+                            <a asp-action="Activity" asp-route-id="@Model.Id" class="btn btn-sm btn-outline-secondary">
+                                View All
+                            </a>
+                        </div>
+                        <div class="card-body p-0">
+                            @foreach (var ev in timeline)
+                            {
+                                var hasLink = ev.LinkController != null && ev.EntityId.HasValue;
+                                var rowTag  = hasLink ? "a" : "div";
+                                var href    = hasLink
+                                    ? Url.Action(ev.LinkAction, ev.LinkController, new { id = ev.EntityId })
+                                    : null;
+                                <div class="d-flex align-items-start gap-3 px-3 py-3 border-bottom @(hasLink ? "timeline-row" : "")">
+                                    <div class="rounded-circle d-flex align-items-center justify-content-center flex-shrink-0 mt-1"
+                                         style="width:34px;height:34px;background:var(--bs-@(ev.BadgeColor)-bg-subtle,#f0f0f0);">
+                                        <i class="bi @ev.Icon text-@ev.BadgeColor" style="font-size:0.9rem;"></i>
+                                    </div>
+                                    <div class="flex-grow-1 min-width-0">
+                                        @if (hasLink)
+                                        {
+                                            <a asp-controller="@ev.LinkController" asp-action="@ev.LinkAction" asp-route-id="@ev.EntityId"
+                                               class="fw-semibold text-decoration-none text-body d-block text-truncate">@ev.Title</a>
+                                        }
+                                        else
+                                        {
+                                            <span class="fw-semibold d-block text-truncate">@ev.Title</span>
+                                        }
+                                        @if (!string.IsNullOrEmpty(ev.Subtitle))
+                                        {
+                                            <span class="text-muted small d-block text-truncate">@ev.Subtitle</span>
+                                        }
+                                        <span class="text-muted" style="font-size:0.75rem;">@ev.Date.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM dd, yyyy")</span>
+                                    </div>
+                                    @if (ev.Amount.HasValue)
+                                    {
+                                        <div class="text-end flex-shrink-0">
+                                            <span class="fw-semibold small">@ev.Amount.Value.ToString("C")</span>
+                                        </div>
+                                    }
+                                </div>
+                            }
+                        </div>
+                    </div>
+                }
             </div>
 
             <!-- Right Column - Statistics -->
@@ -378,6 +493,41 @@
                     </div>
                 </div>
 
+                <!-- Outstanding Pickups -->
+                @{
+                    var pendingPickups = ViewBag.PendingPickups as List<PowderCoating.Core.Entities.Job>;
+                }
+                @if (pendingPickups != null && pendingPickups.Count > 0)
+                {
+                    <div class="card border-0 shadow-sm mb-4 border-warning border-opacity-50">
+                        <div class="card-header bg-warning bg-opacity-10 border-0 py-3">
+                            <h5 class="mb-0 fw-semibold text-warning-emphasis">
+                                <i class="bi bi-truck me-2"></i>Ready for Pickup
+                                <span class="badge bg-warning text-dark ms-2">@pendingPickups.Count</span>
+                            </h5>
+                        </div>
+                        <div class="card-body p-0">
+                            @foreach (var pickup in pendingPickups)
+                            {
+                                var daysWaiting = (int)(DateTime.UtcNow - (pickup.UpdatedAt ?? pickup.CreatedAt)).TotalDays;
+                                <div class="d-flex align-items-center gap-2 px-3 py-2 border-bottom">
+                                    <div class="flex-grow-1">
+                                        <a asp-controller="Jobs" asp-action="Details" asp-route-id="@pickup.Id"
+                                           class="fw-semibold text-decoration-none small">@pickup.JobNumber</a>
+                                        @if (!string.IsNullOrEmpty(pickup.Description))
+                                        {
+                                            <div class="text-muted text-truncate" style="font-size:0.75rem;max-width:160px;">@pickup.Description</div>
+                                        }
+                                    </div>
+                                    <span class="badge @(daysWaiting >= 7 ? "bg-danger" : daysWaiting >= 3 ? "bg-warning text-dark" : "bg-success")">
+                                        @(daysWaiting == 0 ? "Today" : $"{daysWaiting}d waiting")
+                                    </span>
+                                </div>
+                            }
+                        </div>
+                    </div>
+                }
+
                 <!-- Store Credit History -->
                 @{
                     var creditMemos = ViewBag.CreditMemos as List<PowderCoating.Core.Entities.CreditMemo>;
@@ -430,33 +580,146 @@
                     </div>
                 }
 
-                <!-- Activity -->
+                <!-- Customer Stats -->
+                @{
+                    var crmStats = ViewBag.CrmStats as PowderCoating.Application.DTOs.Customer.CustomerLifetimeStatsDto;
+                }
+                @if (crmStats != null)
+                {
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white border-0 py-3">
+                            <h5 class="mb-0 fw-semibold">
+                                <i class="bi bi-bar-chart-line me-2 text-primary"></i>Customer Stats
+                            </h5>
+                        </div>
+                        <div class="card-body">
+                            <!-- Jobs row -->
+                            <div class="row g-2 mb-3">
+                                <div class="col-6 text-center p-2" style="border-right:1px solid #dee2e6;">
+                                    <div class="text-muted small mb-1">Total Jobs</div>
+                                    <div class="fs-4 fw-bold text-primary">@crmStats.TotalJobs</div>
+                                    @if (crmStats.ActiveJobs > 0)
+                                    {
+                                        <span class="badge bg-success bg-opacity-10 text-success" style="font-size:0.7rem;">
+                                            @crmStats.ActiveJobs active
+                                        </span>
+                                    }
+                                </div>
+                                <div class="col-6 text-center p-2">
+                                    <div class="text-muted small mb-1">Avg Job Value</div>
+                                    <div class="fs-4 fw-bold">@crmStats.AverageJobValue.ToString("C0")</div>
+                                </div>
+                            </div>
+                            <hr class="my-2" />
+                            <!-- Revenue row -->
+                            <div class="row g-2 mb-2">
+                                <div class="col-6">
+                                    <div class="text-muted small mb-1">Lifetime Revenue</div>
+                                    <div class="fw-bold">@crmStats.TotalRevenue.ToString("C")</div>
+                                </div>
+                                <div class="col-6">
+                                    <div class="text-muted small mb-1">Total Collected</div>
+                                    <div class="fw-bold text-success">@crmStats.TotalCollected.ToString("C")</div>
+                                </div>
+                            </div>
+                            <hr class="my-2" />
+                            <!-- Footer stats -->
+                            <div class="d-flex justify-content-between text-muted small mt-2">
+                                <span>
+                                    @if (crmStats.DaysSinceLastJob.HasValue)
+                                    {
+                                        <i class="bi bi-calendar-check me-1"></i>
+                                        @if (crmStats.DaysSinceLastJob == 0)
+                                        {
+                                            <span>Last job today</span>
+                                        }
+                                        else
+                                        {
+                                            <span>Last job @crmStats.DaysSinceLastJob days ago</span>
+                                        }
+                                    }
+                                    else
+                                    {
+                                        <span>No jobs yet</span>
+                                    }
+                                </span>
+                                <span>
+                                    <i class="bi bi-file-text me-1"></i>@crmStats.TotalQuotes quote@(crmStats.TotalQuotes == 1 ? "" : "s")
+                                </span>
+                            </div>
+                            <div class="text-muted small mt-1">
+                                <i class="bi bi-person me-1"></i>Customer since @Model.CreatedAt.ToString("MMM yyyy")
+                            </div>
+                        </div>
+                    </div>
+                }
+
+                <!-- Preferred Powders -->
+                @{
+                    var preferredPowders = ViewBag.PreferredPowders as List<PowderCoating.Core.Entities.CustomerPreferredPowder>;
+                }
                 <div class="card border-0 shadow-sm mb-4">
                     <div class="card-header bg-white border-0 py-3">
                         <h5 class="mb-0 fw-semibold">
-                            <i class="bi bi-clock-history me-2 text-primary"></i>Activity
+                            <i class="bi bi-droplet-fill me-2 text-primary"></i>Preferred Powders
                         </h5>
                     </div>
-                    <div class="card-body">
-                        <div class="mb-3">
-                            <label class="text-muted small mb-1">Last Contact</label>
-                            <p class="mb-0">
-                                @if (Model.LastContactDate.HasValue)
+                    <div class="card-body p-0">
+                        <div id="preferred-powders-list">
+                            @if (preferredPowders != null && preferredPowders.Count > 0)
+                            {
+                                @foreach (var p in preferredPowders)
                                 {
-                                    <span>@Model.LastContactDate.Value.ToString("MMMM dd, yyyy")</span>
+                                    <div class="d-flex align-items-center gap-2 px-3 py-2 border-bottom" data-powder-id="@p.InventoryItemId">
+                                        <i class="bi bi-droplet-fill text-primary flex-shrink-0" style="font-size:0.8rem;"></i>
+                                        <div class="flex-grow-1">
+                                            <span class="small fw-semibold">@p.InventoryItem.Name</span>
+                                            @if (!string.IsNullOrEmpty(p.InventoryItem.ColorName))
+                                            {
+                                                <span class="text-muted small ms-1">&mdash; @p.InventoryItem.ColorName</span>
+                                            }
+                                            @if (!string.IsNullOrEmpty(p.Notes))
+                                            {
+                                                <div class="text-muted" style="font-size:0.75rem;">@p.Notes</div>
+                                            }
+                                        </div>
+                                        <button type="button" class="btn btn-sm btn-link text-danger p-0 flex-shrink-0"
+                                                onclick="removePreferredPowder(@Model.Id, @p.InventoryItemId)"
+                                                title="Remove from preferred">&times;</button>
+                                    </div>
                                 }
-                                else
-                                {
-                                    <span class="text-muted">No contact recorded</span>
-                                }
-                            </p>
+                            }
+                            else
+                            {
+                                <div id="no-powders-placeholder" class="px-3 py-2 text-muted small">No preferred powders yet.</div>
+                            }
                         </div>
-                        <div>
-                            <label class="text-muted small mb-1">Customer Since</label>
-                            <p class="mb-0">@Model.CreatedAt.ToString("MMMM dd, yyyy")</p>
+                        <div class="px-3 py-3 border-top bg-light position-relative">
+                            <div class="mb-2">
+                                <input type="text" id="powderSearchInput" class="form-control form-control-sm"
+                                       placeholder="Search powder by name or SKU..."
+                                       oninput="searchInventoryItems(this.value)"
+                                       autocomplete="off" />
+                                <input type="hidden" id="selectedPowderId" />
+                                <div id="powderSearchResults" class="dropdown-menu w-100 show p-0"
+                                     style="display:none!important;position:absolute;z-index:1000;"
+                                     onfocusout=""></div>
+                            </div>
+                            <div class="mb-2">
+                                <input type="text" id="powderNotes" class="form-control form-control-sm"
+                                       placeholder="Optional notes (e.g. &quot;customer prefers this for wheels&quot;)"
+                                       maxlength="500" />
+                            </div>
+                            <button type="button" class="btn btn-sm btn-primary w-100"
+                                    onclick="addPreferredPowder(@Model.Id)">
+                                <i class="bi bi-plus-circle me-1"></i>Add Powder
+                            </button>
                         </div>
                     </div>
                 </div>
+                <style>
+                    #powderSearchResults:not(:empty) { display:block!important; max-height:200px; overflow-y:auto; }
+                </style>
 
                 <!-- Quick Actions -->
                 <div class="card border-0 shadow-sm">
@@ -482,6 +745,17 @@
                             <a asp-controller="Jobs" asp-action="Create" asp-route-customerId="@Model.Id" class="btn btn-outline-success">
                                 <i class="bi bi-plus-circle me-2"></i>New Job
                             </a>
+                            @{
+                                var crmStatsForActions = ViewBag.CrmStats as PowderCoating.Application.DTOs.Customer.CustomerLifetimeStatsDto;
+                            }
+                            @if (crmStatsForActions?.LastJobId != null)
+                            {
+                                <a asp-controller="Jobs" asp-action="CloneJob" asp-route-id="@crmStatsForActions.LastJobId"
+                                   class="btn btn-outline-secondary"
+                                   title="Create a new job pre-filled with the last job&apos;s items and settings">
+                                    <i class="bi bi-arrow-repeat me-2"></i>Repeat Last Job
+                                </a>
+                            }
                             <a asp-controller="Quotes" asp-action="Create" asp-route-customerId="@Model.Id" class="btn btn-outline-info">
                                 <i class="bi bi-file-text me-2"></i>New Quote
                             </a>

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

@@ -78,7 +78,7 @@
                             </div>
                             <div class="col-md-6">
                                 <label asp-for="Email" class="form-label">Email</label>
-                                <input asp-for="Email" type="email" multiple class="form-control" placeholder="name@example.com (comma-separate multiple)" />
+                                <input asp-for="Email" type="text" class="form-control" placeholder="name@example.com (comma-separate multiple)" />
                                 <span asp-validation-for="Email" class="text-danger"></span>
                             </div>
                             <div class="col-md-3">
@@ -95,7 +95,7 @@
                                 <label asp-for="BillingEmail" class="form-label">Billing / Accounting Email
                                     <span class="text-muted fw-normal">(invoices sent here)</span>
                                 </label>
-                                <input asp-for="BillingEmail" type="email" multiple class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
+                                <input asp-for="BillingEmail" type="text" class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
                                 <span asp-validation-for="BillingEmail" class="text-danger"></span>
                                 <div class="form-text">When set, invoices are emailed here instead of the contact email.</div>
                             </div>

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

@@ -44,19 +44,30 @@
     </div>
 
     <div class="col-md-3">
-        <div class="card border-0 shadow-sm">
-            <div class="card-body">
-                <div class="d-flex justify-content-between align-items-center">
-                    <div>
-                        <p class="text-muted mb-1" style="font-size: 0.875rem;">Low Stock Items</p>
-                        <h3 class="mb-0 fw-bold @(lowStockCount > 0 ? "text-danger" : "")">@lowStockCount</h3>
-                    </div>
-                    <div class="rounded-circle p-3" style="background: #fee2e2;">
-                        <i class="bi bi-exclamation-triangle text-danger" style="font-size: 1.5rem;"></i>
+        <a asp-action="Index" asp-route-lowStockOnly="true" class="text-decoration-none"
+           title="Click to filter list to low stock items">
+            @{ var _lowStockActive = (bool)(ViewBag.LowStockOnly ?? false); }
+            <div class="card border-0 shadow-sm @(_lowStockActive ? "border-danger border" : "")"
+                 style="cursor:pointer;transition:box-shadow .15s;">
+                <div class="card-body">
+                    <div class="d-flex justify-content-between align-items-center">
+                        <div>
+                            <p class="text-muted mb-1" style="font-size: 0.875rem;">
+                                Low Stock Items
+                                @if (lowStockCount > 0)
+                                {
+                                    <i class="bi bi-funnel-fill ms-1 text-danger" style="font-size:.7rem;" title="Click to filter"></i>
+                                }
+                            </p>
+                            <h3 class="mb-0 fw-bold @(lowStockCount > 0 ? "text-danger" : "")">@lowStockCount</h3>
+                        </div>
+                        <div class="rounded-circle p-3" style="background: #fee2e2;">
+                            <i class="bi bi-exclamation-triangle text-danger" style="font-size: 1.5rem;"></i>
+                        </div>
                     </div>
                 </div>
             </div>
-        </div>
+        </a>
     </div>
 
     <div class="col-md-3">
@@ -102,11 +113,13 @@
                 <div class="stat-value">@Model.TotalCount</div>
                 <div class="stat-label">Total</div>
             </div>
-            <div class="stat-item">
+            <a asp-action="Index" asp-route-lowStockOnly="true" class="text-decoration-none">
+            <div class="stat-item" style="cursor:pointer;">
                 <div class="stat-icon"><i class="bi bi-exclamation-triangle text-danger"></i></div>
                 <div class="stat-value @(lowStockCount > 0 ? "text-danger" : "")">@lowStockCount</div>
                 <div class="stat-label">Low Stock</div>
             </div>
+            </a>
             <div class="stat-item">
                 <div class="stat-icon"><i class="bi bi-check-circle text-success"></i></div>
                 <div class="stat-value">@activeCount</div>

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

@@ -353,6 +353,11 @@
                         <label class="form-label fw-semibold">Powder Item</label>
                         <p id="euItemName" class="form-control-plaintext text-muted"></p>
                     </div>
+                    <div class="mb-3">
+                        <label for="euQuantity" class="form-label fw-semibold">Amount Used <small class="text-muted fw-normal" id="euQuantityUom"></small></label>
+                        <input type="number" id="euQuantity" name="quantity" class="form-control" min="0.001" step="any" required />
+                        <div class="form-text">Adjusts the inventory balance by the difference from the original entry.</div>
+                    </div>
                     <div class="mb-3">
                         <label for="euJobId" class="form-label fw-semibold">Job <span class="text-muted fw-normal">(optional)</span></label>
                         <select id="euJobId" name="jobId" class="form-select">

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

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

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

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

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

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

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

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

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

@@ -19,6 +19,10 @@
                         title="Save this job as a reusable template">
                     <i class="bi bi-layout-text-window-reverse me-2"></i>Save as Template
                 </button>
+                <a asp-action="CloneJob" asp-route-id="@Model.Id" class="btn btn-outline-secondary"
+                   title="Create a new job pre-filled with this job&apos;s items and settings">
+                    <i class="bi bi-arrow-repeat me-2"></i>Clone Job
+                </a>
                 <a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-warning">
                     <i class="bi bi-pencil me-2"></i>Edit
                 </a>
@@ -172,6 +176,13 @@
                                 <label class="text-muted small mb-1">Customer PO</label>
                                 <p class="mb-0">@(Model.CustomerPO ?? "Not provided")</p>
                             </div>
+                            @if (!string.IsNullOrEmpty(Model.ProjectName))
+                            {
+                                <div class="col-md-6">
+                                    <label class="text-muted small mb-1">Project</label>
+                                    <p class="mb-0">@Model.ProjectName</p>
+                                </div>
+                            }
                             <div class="col-12">
                                 <label class="text-muted small mb-1">Description</label>
                                 <p class="mb-0">@Model.Description</p>
@@ -1158,21 +1169,24 @@
                                 </div>
                                 <div class="mb-3">
                                     <label class="form-label fw-semibold">Entry Method</label>
-                                    <div class="d-flex gap-3">
-                                        <div class="form-check">
-                                            <input class="form-check-input" type="radio" name="lmEntryMethod" id="lmMethodUsed" value="used" checked onchange="lmUpdateQuantityLabel()">
-                                            <label class="form-check-label" for="lmMethodUsed">Amount Used</label>
-                                        </div>
-                                        <div class="form-check">
-                                            <input class="form-check-input" type="radio" name="lmEntryMethod" id="lmMethodRemaining" value="remaining" onchange="lmUpdateQuantityLabel()">
-                                            <label class="form-check-label" for="lmMethodRemaining">Amount Remaining</label>
-                                        </div>
+                                    <div class="btn-group w-100" role="group">
+                                        <button type="button" id="lmBtnUsed" class="btn btn-primary"
+                                                onclick="lmSetMethod('used')">
+                                            <i class="bi bi-droplet me-1"></i>Amount Used
+                                        </button>
+                                        <button type="button" id="lmBtnRemaining" class="btn btn-outline-primary"
+                                                onclick="lmSetMethod('remaining')">
+                                            <i class="bi bi-droplet-half me-1"></i>Amount Remaining
+                                        </button>
+                                    </div>
+                                    <div class="form-text">
+                                        <span id="lmMethodHint">Enter how much powder you took out of the bag.</span>
                                     </div>
                                 </div>
                                 <div class="mb-3">
                                     <label id="lmQtyLabel" class="form-label fw-semibold">Quantity Used <span class="text-danger">*</span></label>
                                     <input type="number" id="lmQuantity" class="form-control" min="0" step="0.01" placeholder="0.00">
-                                    <div id="lmComputedUsed" class="form-text text-muted d-none"></div>
+                                    <div id="lmComputedUsed" class="form-text fw-semibold d-none"></div>
                                 </div>
                                 <div class="mb-3">
                                     <label class="form-label fw-semibold">Reason</label>
@@ -3311,7 +3325,7 @@
     const inventoryItems = @Html.Raw(ViewBag.InventoryItemsForModal ?? "[]");
     const jobPowderIds  = @Html.Raw(ViewBag.JobPowderIds ?? "[]");
     const jobId = @Model.Id;
-    const logUrl = '@Url.Action("LogMaterial", "Jobs")';
+    const logUrl = '@Url.Action("LogMaterial", "Inventory")';
     const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
     window.__logMaterial = { inventoryItems, jobPowderIds, jobId, logUrl, token };
 })();

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

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

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

@@ -191,7 +191,14 @@
                             var isHot = job.DueDate.HasValue && job.DueDate.Value < DateTime.Now
                                 && job.StatusCode != "COMPLETED" && job.StatusCode != "READYFORPICKUP"
                                 && job.StatusCode != "DELIVERED" && job.StatusCode != "CANCELLED";
-                            <tr class="job-row" data-job-id="@job.Id" style="cursor: pointer;">
+                            var tipParts = new List<string>();
+                            if (!string.IsNullOrWhiteSpace(job.Description)) tipParts.Add(job.Description);
+                            if (!string.IsNullOrWhiteSpace(job.CustomerPO)) tipParts.Add("PO: " + job.CustomerPO);
+                            var tipText = string.Join(" · ", tipParts);
+                            <tr class="job-row" data-job-id="@job.Id" style="cursor: pointer;"
+                                @if (!string.IsNullOrEmpty(tipText)) {
+                                    <text>data-bs-toggle="tooltip" data-bs-placement="top" data-bs-title="@Html.Encode(tipText)"</text>
+                                }>
                                 <td class="ps-4 @(isHot ? "job-hot-cell" : "")">
                                     <div>
                                         <div class="mono fw-500">
@@ -629,6 +636,10 @@
         loadJobStatuses();
         loadJobPriorities();
 
+        // Row tooltips (description + PO)
+        document.querySelectorAll('[data-bs-toggle="tooltip"]').forEach(el =>
+            new bootstrap.Tooltip(el, { trigger: 'hover' }));
+
         // / key focuses search input
         document.addEventListener('keydown', function(e) {
             if (e.key === '/' && document.activeElement.tagName !== 'INPUT' && document.activeElement.tagName !== 'TEXTAREA') {

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

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

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

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

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

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

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

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

src/PowderCoating.Web/wwwroot/js/company-settings-lookups.js

@@ -1094,30 +1094,31 @@
         3: 'Powder Coat'
     };
 
-    // Nozzle multipliers matching ShopCapabilityCalculator
-    const blastNozzleMultipliers = [0, 0, 0.35, 0.55, 0.75, 1.00, 1.30, 1.65, 2.00];
-    const blastSetupModalTypeMultipliers = { 0: 0.55, 1: 0.70, 2: 1.00, 3: 0.45 };
-    const blastSubstrateMultipliers = { 0: 1.00, 1: 0.80, 2: 1.40, 3: 0.90 };
+    // No client-side blast-rate formula here — ShopCapabilityCalculator.cs is the single
+    // source of truth. The table uses derivedRate from the server response; the modal
+    // live-preview calls /CompanySettings/DeriveBlastRate instead.
 
-    function baseByCfm(cfm) {
-        if (cfm <= 0) return 0;
-        if (cfm <= 5) return 15;
-        if (cfm <= 10) return 30;
-        if (cfm <= 15) return 50;
-        if (cfm <= 25) return 80;
-        if (cfm <= 40) return 130;
-        if (cfm <= 60) return 200;
-        return 300;
-    }
+    let _deriveRateTimer = null;
 
-    function deriveBlastRate(cfm, nozzle, setupType, substrate, override) {
-        if (override && parseFloat(override) > 0) return parseFloat(override);
-        const base = baseByCfm(parseFloat(cfm) || 0);
-        if (base === 0) return 0;
-        const nm = blastNozzleMultipliers[parseInt(nozzle)] || 1.00;
-        const sm = blastSetupModalTypeMultipliers[parseInt(setupType)] || 1.00;
-        const bm = blastSubstrateMultipliers[parseInt(substrate)] || 1.00;
-        return Math.round(base * nm * sm * bm * 10) / 10;
+    function updateBlastSetupDerivedRate() {
+        clearTimeout(_deriveRateTimer);
+        _deriveRateTimer = setTimeout(function () {
+            const cfm       = document.getElementById('blastSetupCfm').value;
+            const nozzle    = document.getElementById('blastSetupNozzleSize').value;
+            const setupType = document.getElementById('blastSetupModalType').value;
+            const substrate = document.getElementById('blastSetupSubstrate').value;
+            const override  = document.getElementById('blastSetupOverride').value;
+            const el        = document.getElementById('blastSetupDerivedRate');
+            if (!el) return;
+
+            const params = new URLSearchParams({ cfm, nozzle, setupType, substrate });
+            if (override && parseFloat(override) > 0) params.set('rateOverride', override);
+
+            fetch('/CompanySettings/DeriveBlastRate?' + params)
+                .then(r => r.json())
+                .then(data => { el.textContent = data.rate > 0 ? data.rate + ' sqft/hr' : '—'; })
+                .catch(() => { el.textContent = '—'; });
+        }, 250);
     }
 
     window.loadBlastSetups = function () {
@@ -1150,7 +1151,7 @@
         window.blastSetups.forEach(function (setup) {
             const rate = setup.blastRateSqFtPerHourOverride > 0
                 ? setup.blastRateSqFtPerHourOverride + ' sqft/hr <span class="badge bg-secondary">Override</span>'
-                : deriveBlastRate(setup.compressorCfm, setup.blastNozzleSize, setup.setupType, setup.primarySubstrate, 0) + ' sqft/hr';
+                : (setup.derivedRate > 0 ? setup.derivedRate + ' sqft/hr' : '<span class="text-muted">—</span>');
 
             const defaultBadge = setup.isDefault
                 ? ' <span class="badge bg-primary ms-1">Default</span>'
@@ -1179,20 +1180,6 @@
         });
     }
 
-    function updateBlastSetupDerivedRate() {
-        const cfm = document.getElementById('blastSetupCfm').value;
-        const nozzle = document.getElementById('blastSetupNozzleSize').value;
-        const setupType = document.getElementById('blastSetupModalType').value;
-        const substrate = document.getElementById('blastSetupSubstrate').value;
-        const override = document.getElementById('blastSetupOverride').value;
-
-        const rate = deriveBlastRate(cfm, nozzle, setupType, substrate, override);
-        const el = document.getElementById('blastSetupDerivedRate');
-        if (el) {
-            el.textContent = rate > 0 ? rate + ' sqft/hr' : '—';
-        }
-    }
-
     window.showBlastSetupModal = function (setupId = null) {
         const modal = new bootstrap.Modal(document.getElementById('blastSetupModal'));
         const form = document.getElementById('blastSetupForm');

src/PowderCoating.Web/wwwroot/js/customer-details.js

@@ -38,6 +38,148 @@ async function cancelSmsConsent() {
     }
 }
 
+// ── Customer Notes ────────────────────────────────────────────────────────────
+
+async function addCustomerNote(customerId) {
+    const textarea   = document.getElementById('newNoteText');
+    const importantCb = document.getElementById('newNoteImportant');
+    const note       = textarea?.value?.trim();
+    if (!note) { toastr.warning('Please enter a note.'); return; }
+
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/AddCustomerNote/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `note=${encodeURIComponent(note)}&isImportant=${importantCb?.checked ?? false}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            const list        = document.getElementById('customer-notes-list');
+            const placeholder = document.getElementById('no-notes-placeholder');
+            if (placeholder) placeholder.remove();
+            list.insertAdjacentHTML('afterbegin', data.noteHtml);
+            textarea.value = '';
+            if (importantCb) importantCb.checked = false;
+            toastr.success('Note added.');
+        } else {
+            toastr.error(data.message || 'Could not add note.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+async function deleteCustomerNote(customerId, noteId) {
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/DeleteCustomerNote/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `noteId=${noteId}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            document.querySelector(`[data-note-id="${noteId}"]`)?.remove();
+            const list = document.getElementById('customer-notes-list');
+            if (list && list.querySelectorAll('.customer-note-item').length === 0)
+                list.insertAdjacentHTML('afterbegin', '<div id="no-notes-placeholder" class="px-3 py-2 text-muted small">No notes yet.</div>');
+        } else {
+            toastr.error(data.message || 'Could not delete note.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+// ── Preferred Powders ─────────────────────────────────────────────────────────
+
+let _powderSearchTimer = null;
+
+function searchInventoryItems(term) {
+    clearTimeout(_powderSearchTimer);
+    const dropdown = document.getElementById('powderSearchResults');
+    if (!term || term.length < 2) { if (dropdown) dropdown.innerHTML = ''; return; }
+
+    _powderSearchTimer = setTimeout(async () => {
+        try {
+            const res  = await fetch(`/Customers/SearchInventoryItems?term=${encodeURIComponent(term)}`);
+            const data = await res.json();
+            if (!dropdown) return;
+            dropdown.innerHTML = data.length === 0
+                ? '<div class="dropdown-item text-muted small">No results</div>'
+                : data.map(i => `<button type="button" class="dropdown-item small"
+                    onclick="selectPowder(${i.id}, ${JSON.stringify(i.name + (i.colorName ? ' — ' + i.colorName : ''))})">${i.name}${i.colorName ? ' <span class=\'text-muted\'>' + i.colorName + '</span>' : ''} <span class="badge bg-light text-muted border">${i.sku}</span></button>`).join('');
+        } catch { /* silent */ }
+    }, 300);
+}
+
+function selectPowder(itemId, label) {
+    document.getElementById('selectedPowderId').value  = itemId;
+    document.getElementById('powderSearchInput').value = label;
+    const dropdown = document.getElementById('powderSearchResults');
+    if (dropdown) dropdown.innerHTML = '';
+}
+
+async function addPreferredPowder(customerId) {
+    const itemId = document.getElementById('selectedPowderId')?.value;
+    const notes  = document.getElementById('powderNotes')?.value?.trim() ?? '';
+    if (!itemId) { toastr.warning('Please search for and select a powder first.'); return; }
+
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/AddPreferredPowder/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `inventoryItemId=${itemId}&notes=${encodeURIComponent(notes)}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            const list        = document.getElementById('preferred-powders-list');
+            const placeholder = document.getElementById('no-powders-placeholder');
+            if (placeholder) placeholder.remove();
+            const notesHtml  = data.notes ? `<div class="text-muted" style="font-size:0.75rem;">${data.notes}</div>` : '';
+            list.insertAdjacentHTML('beforeend',
+                `<div class="d-flex align-items-center gap-2 px-3 py-2 border-bottom" data-powder-id="${data.itemId}">
+                  <i class="bi bi-droplet-fill text-primary flex-shrink-0" style="font-size:0.8rem;"></i>
+                  <div class="flex-grow-1"><span class="small fw-semibold">${data.itemName}</span>${notesHtml}</div>
+                  <button type="button" class="btn btn-sm btn-link text-danger p-0"
+                      onclick="removePreferredPowder(${customerId}, ${data.itemId})" title="Remove">&times;</button>
+                </div>`);
+            document.getElementById('powderSearchInput').value = '';
+            document.getElementById('selectedPowderId').value  = '';
+            if (document.getElementById('powderNotes')) document.getElementById('powderNotes').value = '';
+            toastr.success(`${data.itemName} added to preferred powders.`);
+        } else {
+            toastr.warning(data.message || 'Could not add powder.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+async function removePreferredPowder(customerId, itemId) {
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/RemovePreferredPowder/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `itemId=${itemId}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            document.querySelector(`[data-powder-id="${itemId}"]`)?.remove();
+            const list = document.getElementById('preferred-powders-list');
+            if (list && list.querySelectorAll('[data-powder-id]').length === 0)
+                list.insertAdjacentHTML('afterbegin', '<div id="no-powders-placeholder" class="px-3 py-2 text-muted small">No preferred powders yet.</div>');
+        } else {
+            toastr.error(data.message || 'Could not remove powder.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
 window.updateCustomerSmsStatus = function () {
     const section = document.getElementById('sms-status-section');
     if (!section) return;

src/PowderCoating.Web/wwwroot/js/inventory-ledger.js

@@ -18,6 +18,7 @@ async function openUsageEdit(transactionId) {
 
         document.getElementById('euTxnId').value = data.transactionId;
         document.getElementById('euItemName').textContent = data.itemName || '—';
+        document.getElementById('euQuantity').value = data.quantity != null ? parseFloat(data.quantity).toFixed(4) : '';
         document.getElementById('euDate').value = data.transactionDate;
         document.getElementById('euNotes').value = data.notes || '';
 
@@ -54,6 +55,7 @@ document.getElementById('euSaveBtn').addEventListener('click', async () => {
     const token = form.querySelector('input[name="__RequestVerificationToken"]')?.value;
     const params = new URLSearchParams({
         id: document.getElementById('euTxnId').value,
+        quantity: document.getElementById('euQuantity').value,
         jobId: document.getElementById('euJobId').value,
         notes: document.getElementById('euNotes').value,
         transactionDate: document.getElementById('euDate').value,

src/PowderCoating.Web/wwwroot/js/item-wizard.js

@@ -691,7 +691,7 @@ function renderSalesFields() {
                     </button>
                 </div>
                 <div id="wzMerchDropdown"
-                     style="display:none;max-height:220px;overflow-y:auto;z-index:1060;background:#fff;border:1px solid #dee2e6;border-radius:0.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);position:fixed;">
+                     style="display:none;max-height:220px;overflow-y:auto;z-index:1060;background:var(--bs-body-bg);color:var(--bs-body-color);border:1px solid var(--bs-border-color);border-radius:0.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);position:fixed;">
                 </div>
             </div>
             <div class="text-danger d-none mt-1" id="err_salesCatalogItemId">Please select an item.</div>
@@ -773,7 +773,7 @@ function wzMerchComboRender(query) {
             `<div class="wz-merch-opt" style="padding:.35rem .75rem .35rem 1.25rem;font-size:.875rem;cursor:pointer;"
                   data-id="${m.id}" data-name="${escHtml(m.name)}" data-price="${m.price}" data-sku="${escHtml(m.sku || '')}"
                   onmousedown="event.preventDefault();wzMerchComboSelect(this)"
-                  onmouseenter="this.style.background='#f0f4ff'"
+                  onmouseenter="this.style.background='var(--bs-secondary-bg)'"
                   onmouseleave="this.style.background=''">
                 ${escHtml(m.name)}${m.sku ? ` <span class="text-muted">[${escHtml(m.sku)}]</span>` : ''} <span class="text-muted">— $${parseFloat(m.price).toFixed(2)}</span>
              </div>`
@@ -1510,8 +1510,11 @@ async function aiAnalyze() {
     document.getElementById('ai_resultsSection')?.classList.add('d-none');
     document.getElementById('ai_errorAlert')?.classList.add('d-none');
 
-    const blastSetupIdEl = document.getElementById('ai_blastSetupId');
-    const blastSetupId   = blastSetupIdEl ? (parseInt(blastSetupIdEl.value) || null) : null;
+    const blastSetupIdEl  = document.getElementById('ai_blastSetupId');
+    const _defaultSetup   = blastSetupData.find(s => s.isDefault) || blastSetupData[0];
+    const blastSetupId    = blastSetupIdEl
+        ? (parseInt(blastSetupIdEl.value) || null)
+        : (_defaultSetup ? _defaultSetup.id : null);
 
     const payload = {
         photoTempIds:        wz.ai.tempIds,
@@ -1590,8 +1593,11 @@ async function aiSendFollowup() {
     const weightLbs    = isNaN(weightLbsRaw) || weightLbsRaw <= 0 ? null : weightLbsRaw;
     wz.data.quantity = qty;  // persist before renderStep re-renders
 
-    const blastSetupIdEl2 = document.getElementById('ai_blastSetupId');
-    const blastSetupId2   = blastSetupIdEl2 ? (parseInt(blastSetupIdEl2.value) || null) : null;
+    const blastSetupIdEl2  = document.getElementById('ai_blastSetupId');
+    const _defaultSetup2   = blastSetupData.find(s => s.isDefault) || blastSetupData[0];
+    const blastSetupId2    = blastSetupIdEl2
+        ? (parseInt(blastSetupIdEl2.value) || null)
+        : (_defaultSetup2 ? _defaultSetup2.id : null);
 
     const payload = {
         photoTempIds:        wz.ai.tempIds,
@@ -1909,7 +1915,7 @@ function buildCoatRowHtml(i, coat) {
                         <input type="hidden" id="coat_inventoryItemId_${i}">
                         <div id="coat_powder_dropdown_${i}"
                              class="powder-combo-dropdown"
-                             style="display:none;max-height:220px;overflow-y:auto;z-index:1060;border-radius:0.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);">
+                             style="display:none;max-height:220px;overflow-y:auto;z-index:1060;background:var(--bs-body-bg);color:var(--bs-body-color);border:1px solid var(--bs-border-color);border-radius:0.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);">
                         </div>
                     </div>
                 </div>
@@ -1968,7 +1974,7 @@ function buildCoatRowHtml(i, coat) {
                     </div>
                     <div id="coat_catalog_results_${i}"
                          class="powder-combo-dropdown"
-                         style="display:none;max-height:220px;overflow-y:auto;z-index:1060;border-radius:0.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);">
+                         style="display:none;max-height:220px;overflow-y:auto;z-index:1060;background:var(--bs-body-bg);color:var(--bs-body-color);border:1px solid var(--bs-border-color);border-radius:0.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);">
                     </div>
                 </div>
                 <div class="col-sm-6">
@@ -2166,7 +2172,7 @@ function powderComboRender(i, query) {
               data-val="${escHtml(String(p.value))}"
               data-txt="${escHtml(p.text)}"
               onmousedown="event.preventDefault(); powderComboSelect(${i}, this.dataset.val, this.dataset.txt)"
-              onmouseenter="this.style.background=document.documentElement.getAttribute('data-bs-theme')==='dark'?'#2c3a5a':'#f0f4ff'"
+              onmouseenter="this.style.background='var(--bs-secondary-bg)'"
               onmouseleave="this.classList.contains('pw-active')?null:this.style.background=''">
             ${escHtml(displayText)}${badge}
          </div>`;
@@ -2214,12 +2220,12 @@ function powderComboKey(event, i) {
         event.preventDefault();
         idx = Math.min(idx + 1, items.length - 1);
         items.forEach(it => { it.classList.remove('pw-active'); it.style.background = ''; });
-        if (items[idx]) { items[idx].classList.add('pw-active'); items[idx].style.background = '#e8eeff'; items[idx].scrollIntoView({ block: 'nearest' }); }
+        if (items[idx]) { items[idx].classList.add('pw-active'); items[idx].style.background = 'var(--bs-primary-bg-subtle)'; items[idx].scrollIntoView({ block: 'nearest' }); }
     } else if (event.key === 'ArrowUp') {
         event.preventDefault();
         idx = Math.max(idx - 1, 0);
         items.forEach(it => { it.classList.remove('pw-active'); it.style.background = ''; });
-        if (items[idx]) { items[idx].classList.add('pw-active'); items[idx].style.background = '#e8eeff'; items[idx].scrollIntoView({ block: 'nearest' }); }
+        if (items[idx]) { items[idx].classList.add('pw-active'); items[idx].style.background = 'var(--bs-primary-bg-subtle)'; items[idx].scrollIntoView({ block: 'nearest' }); }
     } else if (event.key === 'Enter') {
         event.preventDefault();
         const active = dd.querySelector('.pw-active') || items[0];
@@ -2272,7 +2278,7 @@ function customPowderCatalogSearch(i, query) {
                 const price = r.unitPrice ? `<span class="text-muted small ms-1">$${parseFloat(r.unitPrice).toFixed(2)}/lb</span>` : '';
                 return `<div class="powder-opt" style="padding:.4rem .75rem;font-size:.83rem;white-space:normal;line-height:1.3;cursor:pointer;"
                         onmousedown="event.preventDefault(); applyCustomCatalogResult(${i}, ${JSON.stringify(r).replace(/"/g, '&quot;')})"
-                        onmouseenter="this.style.background='#f0f4ff'"
+                        onmouseenter="this.style.background='var(--bs-secondary-bg)'"
                         onmouseleave="this.style.background=''">
                     <strong>${escHtml(r.colorName)}</strong> — ${escHtml(r.vendorName)}
                     <span class="text-muted small ms-1">${escHtml(r.sku || '')}</span>
@@ -2363,7 +2369,7 @@ function powderCatalogSearch(i, query) {
                         : '';
                     return `<div class="powder-opt" style="padding:.35rem .75rem;font-size:.83rem;white-space:normal;line-height:1.3;cursor:pointer;"
                             onmousedown="event.preventDefault(); createIncomingFromCatalog(${i}, ${r.id})"
-                            onmouseenter="this.style.background='#fff8e1'"
+                            onmouseenter="this.style.background='var(--bs-warning-bg-subtle)'"
                             onmouseleave="this.style.background=''">
                         <i class="bi bi-truck text-warning me-1"></i>
                         <strong>${escHtml(r.colorName)}</strong> — ${escHtml(r.vendorName)} ${escHtml(r.sku || '')}

src/PowderCoating.Web/wwwroot/js/log-material.js

@@ -6,9 +6,64 @@
     let _items = [];
     let _jobPowderIds = new Set();
     let _modal = null;
+    let _selectedItemId = 0;
+    let _entryMethod = 'used'; // 'used' | 'remaining'
+
+    // ── Mode toggle ───────────────────────────────────────────────────────────
+
+    window.lmSetMethod = function (method) {
+        _entryMethod = method;
+        const btnUsed      = document.getElementById('lmBtnUsed');
+        const btnRemaining = document.getElementById('lmBtnRemaining');
+        const hintEl       = document.getElementById('lmMethodHint');
+        const qtyLabel     = document.getElementById('lmQtyLabel');
+
+        if (method === 'remaining') {
+            btnUsed.className      = 'btn btn-outline-primary';
+            btnRemaining.className = 'btn btn-primary';
+            hintEl.textContent     = 'Enter how much is LEFT in the bag — the system calculates what was used.';
+            qtyLabel.innerHTML     = 'Weight Remaining in Bag <span class="text-danger">*</span>';
+        } else {
+            btnUsed.className      = 'btn btn-primary';
+            btnRemaining.className = 'btn btn-outline-primary';
+            hintEl.textContent     = 'Enter how much powder you took out of the bag.';
+            qtyLabel.innerHTML     = 'Quantity Used <span class="text-danger">*</span>';
+        }
+        lmUpdatePreview();
+    };
+
+    // ── Live preview (always visible once qty + item are set) ─────────────────
+
+    function lmUpdatePreview() {
+        const computedDiv = document.getElementById('lmComputedUsed');
+        if (!_selectedItemId || !computedDiv) { computedDiv?.classList.add('d-none'); return; }
+        const item   = _items.find(it => it.id === _selectedItemId);
+        const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
+        const qty    = parseFloat(document.getElementById('lmQuantity').value) || 0;
+        if (qty <= 0) { computedDiv.classList.add('d-none'); return; }
+
+        const uom = item?.unitOfMeasure || '';
+        if (_entryMethod === 'remaining') {
+            const used = onHand - qty;
+            if (used <= 0) {
+                computedDiv.className = 'form-text fw-semibold text-danger';
+                computedDiv.textContent = 'Remaining cannot be ≥ current stock (' + onHand.toFixed(2) + ' ' + uom + ').';
+            } else {
+                computedDiv.className = 'form-text fw-semibold text-success';
+                computedDiv.textContent =
+                    'Will log ' + used.toFixed(2) + ' ' + uom + ' used  —  new balance: ' + qty.toFixed(2) + ' ' + uom;
+            }
+        } else {
+            const newBal = onHand - qty;
+            const col = newBal < 0 ? 'text-danger' : 'text-success';
+            computedDiv.className = 'form-text fw-semibold ' + col;
+            computedDiv.textContent =
+                'Will log ' + qty.toFixed(2) + ' ' + uom + ' used  —  new balance: ' + newBal.toFixed(2) + ' ' + uom;
+        }
+        computedDiv.classList.remove('d-none');
+    }
 
     // ── Combobox state ────────────────────────────────────────────────────────
-    let _selectedItemId = 0;
 
     function lmComboInput() {
         const q = document.getElementById('lmItemSearch')?.value?.toLowerCase() || '';
@@ -16,7 +71,7 @@
         lmComboShow();
         _selectedItemId = 0;
         document.getElementById('lmItemBalance').classList.add('d-none');
-        lmOnQtyInput();
+        lmUpdatePreview();
     }
 
     function lmComboOpen() {
@@ -111,7 +166,7 @@
         const balDiv = document.getElementById('lmItemBalance');
         balDiv.textContent = 'Current stock: ' + qty.toFixed(2) + (uom ? ' ' + uom : '');
         balDiv.classList.remove('d-none');
-        lmOnQtyInput();
+        lmUpdatePreview();
     };
 
     window.lmComboInput  = lmComboInput;
@@ -152,39 +207,14 @@
         return String(s).replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;').replace(/"/g, '&quot;');
     }
 
-    // ── Quantity / label logic ────────────────────────────────────────────────
-
-    function lmOnQtyInput() {
-        const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
-        if (method !== 'remaining') {
-            document.getElementById('lmComputedUsed').classList.add('d-none');
-            return;
-        }
-        if (!_selectedItemId) {
-            document.getElementById('lmComputedUsed').classList.add('d-none');
-            return;
-        }
-        const item = _items.find(it => it.id === _selectedItemId);
-        const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
-        const remaining = parseFloat(document.getElementById('lmQuantity').value) || 0;
-        const used = onHand - remaining;
-        const computedDiv = document.getElementById('lmComputedUsed');
-        computedDiv.textContent = 'Usage = ' + onHand.toFixed(2) + ' − ' + remaining.toFixed(2) + ' = ' + used.toFixed(2) + (item?.unitOfMeasure ? ' ' + item.unitOfMeasure : '');
-        computedDiv.classList.remove('d-none');
-    }
-
-    window.lmUpdateQuantityLabel = function () {
-        const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
-        document.getElementById('lmQtyLabel').innerHTML =
-            (method === 'remaining' ? 'Quantity Remaining' : 'Quantity Used') +
-            ' <span class="text-danger">*</span>';
-        lmOnQtyInput();
-    };
+    // ── Kept for backward-compat with any inline onchange handlers that may exist ─
+    window.lmUpdateQuantityLabel = function () { lmUpdatePreview(); };
 
     // ── Modal open / save ─────────────────────────────────────────────────────
 
     window.openLogMaterialModal = function () {
         _selectedItemId = 0;
+        _entryMethod    = 'used';
         document.getElementById('lmItemSearch').value = '';
         document.getElementById('lmItemBalance').classList.add('d-none');
         document.getElementById('lmQuantity').value = '';
@@ -193,8 +223,7 @@
         document.getElementById('lmNotes').value = '';
         document.getElementById('lmAlert').classList.add('d-none');
         document.getElementById('lmSaveBtn').disabled = false;
-        document.getElementById('lmMethodUsed').checked = true;
-        window.lmUpdateQuantityLabel();
+        lmSetMethod('used');
         lmComboClose();
         if (_modal) _modal.show();
     };
@@ -214,14 +243,14 @@
         const qtyInput = parseFloat(document.getElementById('lmQuantity').value) || 0;
         if (qtyInput <= 0) { showError('Please enter a quantity greater than zero.'); return; }
 
-        const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
+        const item   = _items.find(it => it.id === _selectedItemId);
+        const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
+
         let quantityUsed = qtyInput;
-        if (method === 'remaining') {
-            const item = _items.find(it => it.id === _selectedItemId);
-            const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
+        if (_entryMethod === 'remaining') {
             quantityUsed = onHand - qtyInput;
             if (quantityUsed <= 0) {
-                showError('Remaining quantity cannot be equal to or greater than the current stock (' + onHand.toFixed(2) + ').');
+                showError('Remaining cannot be equal to or greater than the current stock (' + onHand.toFixed(2) + ').');
                 return;
             }
         }
@@ -269,9 +298,8 @@
         _jobPowderIds = new Set(cfg.jobPowderIds || []);
         _modal = new bootstrap.Modal(document.getElementById('logMaterialModal'));
 
-        document.getElementById('lmQuantity').addEventListener('input', lmOnQtyInput);
+        document.getElementById('lmQuantity').addEventListener('input', lmUpdatePreview);
 
-        // Close dropdown when clicking outside
         document.addEventListener('click', function (e) {
             if (!e.target.closest('#lmItemSearch') &&
                 !e.target.closest('#lmItemDropdown') &&

tests/PowderCoating.UnitTests/CustomersControllerCrmTests.cs

@@ -0,0 +1,378 @@
+using AutoMapper;
+using Microsoft.AspNetCore.Http;
+using Microsoft.AspNetCore.Identity;
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using Microsoft.Extensions.Logging;
+using Moq;
+using PowderCoating.Application.DTOs.Customer;
+using PowderCoating.Application.Interfaces;
+using PowderCoating.Core.Entities;
+using PowderCoating.Core.Enums;
+using PowderCoating.Core.Interfaces;
+using PowderCoating.Infrastructure.Data;
+using PowderCoating.Infrastructure.Repositories;
+using PowderCoating.Web.Controllers;
+using System.Security.Claims;
+
+namespace PowderCoating.UnitTests;
+
+public class CustomersControllerCrmTests
+{
+    // ── Details — guard ───────────────────────────────────────────────────
+
+    [Fact]
+    public async Task Details_WhenCustomerNotFound_ReturnsNotFound()
+    {
+        await using var context = CreateContext();
+        var controller = CreateController(context, companyId: 1);
+
+        var result = await controller.Details(id: 999);
+
+        Assert.IsType<NotFoundResult>(result);
+    }
+
+    // ── Details — zero-history customer ───────────────────────────────────
+
+    [Fact]
+    public async Task Details_WithNoHistory_ProducesZeroStats()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(0, stats.TotalJobs);
+        Assert.Equal(0, stats.TotalQuotes);
+        Assert.Equal(0m, stats.TotalRevenue);
+        Assert.Equal(0m, stats.AverageJobValue);   // no divide-by-zero
+        Assert.Null(stats.DaysSinceLastJob);
+    }
+
+    [Fact]
+    public async Task Details_WithNoHistory_DoesNotRenderTimeline()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var timeline = view.ViewData["Timeline"] as List<CustomerTimelineEventDto>;
+
+        Assert.NotNull(timeline);
+        Assert.Empty(timeline);
+    }
+
+    // ── Details — stats calculation ───────────────────────────────────────
+
+    [Fact]
+    public async Task Details_WithJobsAndInvoices_CalculatesStatsCorrectly()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var activeStatus = SeedJobStatus(context, id: 1, isTerminal: false);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: activeStatus.Id, finalPrice: 300m);
+        SeedJob(context, id: 2, customerId: 1, companyId: 1, statusId: activeStatus.Id, finalPrice: 700m);
+        SeedInvoice(context, id: 1, customerId: 1, companyId: 1, total: 300m, amountPaid: 300m, status: InvoiceStatus.Paid);
+        SeedInvoice(context, id: 2, customerId: 1, companyId: 1, total: 700m, amountPaid: 400m, status: InvoiceStatus.PartiallyPaid);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(2, stats.TotalJobs);
+        Assert.Equal(2, stats.ActiveJobs);
+        Assert.Equal(2, stats.TotalInvoices);
+        Assert.Equal(1000m, stats.TotalRevenue);
+        Assert.Equal(700m, stats.TotalCollected);
+        Assert.Equal(500m, stats.AverageJobValue);
+    }
+
+    // ── Details — voided invoices excluded ────────────────────────────────
+
+    [Fact]
+    public async Task Details_VoidedInvoicesExcludedFromRevenueAndCollected()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var status = SeedJobStatus(context, id: 1, isTerminal: false);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: status.Id, finalPrice: 500m);
+        SeedInvoice(context, id: 1, customerId: 1, companyId: 1, total: 500m, amountPaid: 500m, status: InvoiceStatus.Paid);
+        SeedInvoice(context, id: 2, customerId: 1, companyId: 1, total: 999m, amountPaid: 0m,   status: InvoiceStatus.Voided);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(500m, stats.TotalRevenue);    // voided invoice excluded
+        Assert.Equal(500m, stats.TotalCollected);   // voided invoice excluded
+        Assert.Equal(2, stats.TotalInvoices);       // count includes voided (informational)
+    }
+
+    // ── Details — active-job count excludes terminal statuses ─────────────
+
+    [Fact]
+    public async Task Details_ActiveJobsExcludesTerminalStatuses()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var active    = SeedJobStatus(context, id: 1, isTerminal: false);
+        var completed = SeedJobStatus(context, id: 2, isTerminal: true);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: active.Id,    finalPrice: 100m);
+        SeedJob(context, id: 2, customerId: 1, companyId: 1, statusId: completed.Id, finalPrice: 200m);
+        SeedJob(context, id: 3, customerId: 1, companyId: 1, statusId: completed.Id, finalPrice: 300m);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(3, stats.TotalJobs);
+        Assert.Equal(1, stats.ActiveJobs);
+    }
+
+    // ── Details — timeline cap and sort ───────────────────────────────────
+
+    [Fact]
+    public async Task Details_TimelineCappedAt15Events()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var status = SeedJobStatus(context, id: 1, isTerminal: false);
+
+        for (int i = 1; i <= 18; i++)
+        {
+            context.Jobs.Add(new Job
+            {
+                Id          = i,
+                CompanyId   = 1,
+                CustomerId  = 1,
+                JobStatusId = status.Id,
+                JobNumber   = $"JOB-0001-{i:D4}",
+                Description = $"Job {i}",
+                FinalPrice  = 100m,
+                CreatedAt   = new DateTime(2026, 1, i, 0, 0, 0, DateTimeKind.Utc)
+            });
+        }
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var timeline = view.ViewData["Timeline"] as List<CustomerTimelineEventDto>;
+
+        Assert.NotNull(timeline);
+        Assert.Equal(15, timeline.Count);
+    }
+
+    [Fact]
+    public async Task Details_TimelineIsSortedNewestFirst()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+
+        // Use Invoice.InvoiceDate for timeline dates — SaveChangesAsync stamps CreatedAt but
+        // does not touch InvoiceDate, so we can seed distinct values that survive the save.
+        SeedInvoice(context, id: 1, customerId: 1, companyId: 1, total: 100m, amountPaid: 100m,
+            status: InvoiceStatus.Paid, invoiceDate: new DateTime(2026, 3, 1, 0, 0, 0, DateTimeKind.Utc));
+        SeedInvoice(context, id: 2, customerId: 1, companyId: 1, total: 200m, amountPaid: 0m,
+            status: InvoiceStatus.Sent, invoiceDate: new DateTime(2026, 1, 1, 0, 0, 0, DateTimeKind.Utc));
+        SeedInvoice(context, id: 3, customerId: 1, companyId: 1, total: 300m, amountPaid: 0m,
+            status: InvoiceStatus.Sent, invoiceDate: new DateTime(2026, 5, 1, 0, 0, 0, DateTimeKind.Utc));
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var timeline = view.ViewData["Timeline"] as List<CustomerTimelineEventDto>;
+
+        Assert.NotNull(timeline);
+        Assert.Equal(3, timeline.Count);
+        Assert.True(timeline[0].Date > timeline[1].Date, "First event should be the newest");
+        Assert.True(timeline[1].Date > timeline[2].Date, "Events should be descending");
+    }
+
+    // ── Details — tenant isolation ────────────────────────────────────────
+
+    [Fact]
+    public async Task Details_DoesNotIncludeJobsFromOtherCompanies()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var status = SeedJobStatus(context, id: 1, isTerminal: false);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: status.Id, finalPrice: 500m);  // this company
+        SeedJob(context, id: 2, customerId: 1, companyId: 2, statusId: status.Id, finalPrice: 999m);  // other company
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(1, stats.TotalJobs);
+        Assert.Equal(500m, stats.AverageJobValue);
+    }
+
+    // ── Helpers ───────────────────────────────────────────────────────────
+
+    private static CustomersController CreateController(ApplicationDbContext context, int companyId)
+    {
+        var uow = new UnitOfWork(context);
+
+        // Tests cover CrmStats/Timeline logic, not DTO mapping — stub mapper to return a valid model
+        var mapperMock = new Mock<IMapper>();
+        mapperMock
+            .Setup(m => m.Map<CustomerDto>(It.IsAny<Customer>()))
+            .Returns((Customer c) => new CustomerDto { Id = c.Id, CompanyName = c.CompanyName, IsActive = c.IsActive });
+        var mapper = mapperMock.Object;
+
+        var tenantContext = new Mock<ITenantContext>();
+        tenantContext.Setup(t => t.GetCurrentCompanyId()).Returns(companyId);
+
+        var controller = new CustomersController(
+            uow,
+            mapper,
+            Mock.Of<ILogger<CustomersController>>(),
+            Mock.Of<INotificationService>(),
+            Mock.Of<ISubscriptionService>(),
+            tenantContext.Object,
+            CreateUserManagerMock().Object,
+            Mock.Of<IFinancialReportService>());
+
+        controller.ControllerContext = new ControllerContext
+        {
+            HttpContext = new DefaultHttpContext()
+        };
+
+        return controller;
+    }
+
+    private static void SeedCustomer(ApplicationDbContext context, int id, int companyId)
+    {
+        context.Customers.Add(new Customer
+        {
+            Id          = id,
+            CompanyId   = companyId,
+            CompanyName = $"Test Customer {id}",
+            IsActive    = true,
+            CreatedAt   = DateTime.UtcNow
+        });
+    }
+
+    private static JobStatusLookup SeedJobStatus(ApplicationDbContext context, int id, bool isTerminal)
+    {
+        var status = new JobStatusLookup
+        {
+            Id               = id,
+            StatusCode       = isTerminal ? "COMPLETED" : "IN_PROGRESS",
+            DisplayName      = isTerminal ? "Completed" : "In Progress",
+            DisplayOrder     = id,
+            IsTerminalStatus = isTerminal
+        };
+        context.JobStatusLookups.Add(status);
+        return status;
+    }
+
+    private static void SeedJob(
+        ApplicationDbContext context, int id, int customerId, int companyId, int statusId, decimal finalPrice)
+    {
+        context.Jobs.Add(new Job
+        {
+            Id          = id,
+            CompanyId   = companyId,
+            CustomerId  = customerId,
+            JobStatusId = statusId,
+            JobNumber   = $"JOB-0001-{id:D4}",
+            Description = $"Job {id}",
+            FinalPrice  = finalPrice,
+            CreatedAt   = DateTime.UtcNow
+        });
+    }
+
+    private static Job MakeJob(int id, int customerId, int companyId, int statusId, DateTime date) =>
+        new Job
+        {
+            Id          = id,
+            CompanyId   = companyId,
+            CustomerId  = customerId,
+            JobStatusId = statusId,
+            JobNumber   = $"JOB-0001-{id:D4}",
+            Description = $"Job {id}",
+            FinalPrice  = 100m,
+            CreatedAt   = date
+        };
+
+    private static void SeedInvoice(
+        ApplicationDbContext context, int id, int customerId, int companyId,
+        decimal total, decimal amountPaid, InvoiceStatus status,
+        DateTime? invoiceDate = null)
+    {
+        context.Invoices.Add(new Invoice
+        {
+            Id            = id,
+            CompanyId     = companyId,
+            CustomerId    = customerId,
+            InvoiceNumber = $"INV-0001-{id:D4}",
+            InvoiceDate   = invoiceDate ?? DateTime.UtcNow,
+            Total         = total,
+            AmountPaid    = amountPaid,
+            Status        = status
+        });
+    }
+
+    private static Mock<UserManager<ApplicationUser>> CreateUserManagerMock()
+    {
+        var store = new Mock<IUserStore<ApplicationUser>>();
+        return new Mock<UserManager<ApplicationUser>>(
+            store.Object, null!, null!, null!, null!, null!, null!, null!, null!);
+    }
+
+    private static ApplicationDbContext CreateContext()
+    {
+        var options = new DbContextOptionsBuilder<ApplicationDbContext>()
+            .UseInMemoryDatabase(Guid.NewGuid().ToString())
+            .Options;
+
+        // SuperAdmin principal: bypasses the CompanyId global query filter so all
+        // seeded rows are visible, matching the same approach in DepositsControllerTests.
+        var identity  = new ClaimsIdentity(new[] { new Claim(ClaimTypes.Role, "SuperAdmin") }, "Test");
+        var principal = new ClaimsPrincipal(identity);
+
+        byte[]? noBytes = null;
+        var sessionMock = new Mock<ISession>();
+        sessionMock.Setup(s => s.TryGetValue(It.IsAny<string>(), out noBytes)).Returns(false);
+
+        var httpContextMock = new Mock<HttpContext>();
+        httpContextMock.SetupGet(c => c.User).Returns(principal);
+        httpContextMock.SetupGet(c => c.Session).Returns(sessionMock.Object);
+
+        var accessor = new Mock<IHttpContextAccessor>();
+        accessor.SetupGet(a => a.HttpContext).Returns(httpContextMock.Object);
+
+        return new ApplicationDbContext(options, accessor.Object, null!);
+    }
+}

tests/PowderCoating.UnitTests/ShopCapabilityCalculatorTests.cs

@@ -24,24 +24,12 @@ public class ShopCapabilityCalculatorTests
     }
 
     [Fact]
-    public void GetBlastRateSqFtPerHour_WithNoCompressorCfm_ReturnsZero()
+    public void GetBlastRateSqFtPerHour_PressurePot_Nozzle6_Paint()
     {
+        // PressurePotRateByNozzle(6) = 245 * SubstrateMultiplier(Paint) 1.0 = 245
         var costs = new CompanyOperatingCosts
         {
-            CompressorCfm = 0m
-        };
-
-        var result = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(costs);
-
-        Assert.Equal(0m, result);
-    }
-
-    [Fact]
-    public void GetBlastRateSqFtPerHour_DerivesRateFromEquipmentInputs()
-    {
-        var costs = new CompanyOperatingCosts
-        {
-            CompressorCfm = 150m,
+            CompressorCfm = 200m,
             BlastNozzleSize = 6,
             BlastSetupType = BlastSetupType.PressurePot,
             PrimaryBlastSubstrate = BlastSubstrateType.Paint
@@ -49,16 +37,17 @@ public class ShopCapabilityCalculatorTests
 
         var result = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(costs);
 
-        Assert.Equal(58.5m, result);
+        Assert.Equal(245m, result);
     }
 
     [Fact]
-    public void GetBlastRateSqFtPerHour_ForNamedSetup_UsesSetupOverload()
+    public void GetBlastRateSqFtPerHour_SiphonCabinet_Nozzle4_Mixed()
     {
+        // SiphonCabinetRateByNozzle(4) = 125 * SubstrateMultiplier(Mixed) 0.9 = 112.5
         var setup = new CompanyBlastSetup
         {
             Name = "Main Cabinet",
-            CompressorCfm = 7m,
+            CompressorCfm = 42m,
             BlastNozzleSize = 4,
             SetupType = BlastSetupType.SiphonCabinet,
             PrimarySubstrate = BlastSubstrateType.Mixed
@@ -66,7 +55,39 @@ public class ShopCapabilityCalculatorTests
 
         var result = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(setup);
 
-        Assert.Equal(1.7m, result);
+        Assert.Equal(112.5m, result);
+    }
+
+    [Fact]
+    public void GetBlastRateSqFtPerHour_PressurePot_Nozzle4_RustAndScale()
+    {
+        // PressurePotRateByNozzle(4) = 115 * SubstrateMultiplier(RustAndScale) 0.7 = 80.5
+        var costs = new CompanyOperatingCosts
+        {
+            BlastNozzleSize = 4,
+            BlastSetupType = BlastSetupType.PressurePot,
+            PrimaryBlastSubstrate = BlastSubstrateType.RustAndScale
+        };
+
+        var result = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(costs);
+
+        Assert.Equal(80.5m, result);
+    }
+
+    [Fact]
+    public void GetBlastRateSqFtPerHour_WetBlasting_Is60PctOfPressurePot()
+    {
+        // WetBlasting = PressurePotRateByNozzle(5) * 0.6 * substrate(Paint 1.0) = 175 * 0.6 = 105
+        var costs = new CompanyOperatingCosts
+        {
+            BlastNozzleSize = 5,
+            BlastSetupType = BlastSetupType.WetBlasting,
+            PrimaryBlastSubstrate = BlastSubstrateType.Paint
+        };
+
+        var result = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(costs);
+
+        Assert.Equal(105m, result);
     }
 
     [Theory]
@@ -86,10 +107,10 @@ public class ShopCapabilityCalculatorTests
     }
 
     [Theory]
-    [InlineData(ShopCapabilityTier.Garage, BlastSetupType.SiphonCabinet, 7, 4, BlastSubstrateType.Mixed)]
-    [InlineData(ShopCapabilityTier.Small, BlastSetupType.PressurePot, 40, 5, BlastSubstrateType.Mixed)]
-    [InlineData(ShopCapabilityTier.Medium, BlastSetupType.PressurePot, 80, 5, BlastSubstrateType.Mixed)]
-    [InlineData(ShopCapabilityTier.Large, BlastSetupType.PressurePot, 150, 6, BlastSubstrateType.Mixed)]
+    [InlineData(ShopCapabilityTier.Garage, BlastSetupType.SiphonCabinet,  7, 3, BlastSubstrateType.Mixed)]
+    [InlineData(ShopCapabilityTier.Small,  BlastSetupType.PressurePot,   49, 3, BlastSubstrateType.Mixed)]
+    [InlineData(ShopCapabilityTier.Medium, BlastSetupType.PressurePot,   90, 4, BlastSubstrateType.Mixed)]
+    [InlineData(ShopCapabilityTier.Large,  BlastSetupType.PressurePot,  150, 5, BlastSubstrateType.Mixed)]
     public void TierDefaults_ReturnExpectedPresetValues(
         ShopCapabilityTier tier,
         BlastSetupType expectedSetup,