Merge dev into master: churned account filter, powder catalog lookup fixes

- CatalogLookup now returns all partial color name matches ranked by
  specificity (exact vendor+color first, same-vendor partial, cross-vendor)
  with isExact flag so JS can decide to auto-fill vs show modal
- Removed cross-vendor fallback that was silently overwriting manufacturer
  field with wrong brand when vendor-scoped search found nothing
- Picker modal now includes "Not listed — search online" option that
  triggers AI lookup as an escape hatch from the catalog results

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

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

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

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

@@ -76,12 +76,13 @@ public class KioskSessionListDto
     public DateTime         ExpiresAt          { get; set; }
     public int?             LinkedCustomerId   { get; set; }
     public int?             LinkedJobId        { get; set; }
+    public int?             LinkedQuoteId      { get; set; }
     public string?          RemoteLinkEmail    { get; set; }
 
     public string CustomerFullName => $"{CustomerFirstName} {CustomerLastName}".Trim();
     public string JobDescriptionSnippet =>
         JobDescription.Length > 80 ? JobDescription[..80] + "…" : JobDescription;
-    public bool IsConverted => LinkedJobId.HasValue;
+    public bool IsConverted => LinkedJobId.HasValue || LinkedQuoteId.HasValue;
     public bool IsExpired   => Status == KioskSessionStatus.Expired ||
                                (Status == KioskSessionStatus.Active && DateTime.UtcNow > ExpiresAt);
 }

src/PowderCoating.Application/Mappings/CompanyProfile.cs

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

src/PowderCoating.Core/Entities/CompanyPreferences.cs

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

src/PowderCoating.Core/Entities/KioskSession.cs

@@ -36,7 +36,10 @@ public class KioskSession : BaseEntity
 
     // ── Outcome ───────────────────────────────────────────────────────────────
     public int?      LinkedCustomerId { get; set; }
+    /// <summary>Set when KioskIntakeOutput = "Job". Null when a Quote was created instead.</summary>
     public int?      LinkedJobId      { get; set; }
+    /// <summary>Set when KioskIntakeOutput = "Quote". Null when a Job was created instead.</summary>
+    public int?      LinkedQuoteId    { get; set; }
     public DateTime? SubmittedAt      { get; set; }
     /// <summary>Sessions auto-expire 2 h after creation (InPerson) or 48 h (Remote). ExpiresAt is set at creation.</summary>
     public DateTime  ExpiresAt        { get; set; }

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

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

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

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

src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -2253,6 +2253,10 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<int>("JobRetentionYears")
                         .HasColumnType("int");
 
+                    b.Property<string>("KioskIntakeOutput")
+                        .IsRequired()
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int>("LogRetentionDays")
                         .HasColumnType("int");
 
@@ -5637,6 +5641,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<int?>("LinkedJobId")
                         .HasColumnType("int");
 
+                    b.Property<int?>("LinkedQuoteId")
+                        .HasColumnType("int");
+
                     b.Property<string>("RemoteLinkEmail")
                         .HasColumnType("nvarchar(max)");
 
@@ -6692,7 +6699,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 1,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4259),
+                            CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2349),
                             Description = "Standard pricing for regular customers",
                             DiscountPercent = 0m,
                             IsActive = true,
@@ -6703,7 +6710,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 2,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4264),
+                            CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2366),
                             Description = "5% discount for preferred customers",
                             DiscountPercent = 5m,
                             IsActive = true,
@@ -6714,7 +6721,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 3,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4266),
+                            CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2367),
                             Description = "10% discount for premium customers",
                             DiscountPercent = 10m,
                             IsActive = true,

src/PowderCoating.Infrastructure/Services/CompanyListService.cs

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

src/PowderCoating.Web/Controllers/CompaniesController.cs

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

src/PowderCoating.Web/Controllers/CompanyHealthController.cs

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

src/PowderCoating.Web/Controllers/CompanySettingsController.cs

@@ -543,6 +543,15 @@ public class CompanySettingsController : Controller
     public Task<IActionResult> UpdateWorkOrderTemplate([FromBody] UpdateWorkOrderTemplateDto dto) =>
         UpdatePreferences(dto, "Work order settings saved successfully.");
 
+    /// <summary>
+    /// Saves kiosk intake output preference ("Quote" or "Job") to <see cref="CompanyPreferences"/>.
+    /// Delegates to <see cref="UpdatePreferences{TDto}"/>.
+    /// </summary>
+    // POST: CompanySettings/UpdateKioskSettings
+    [HttpPost]
+    public Task<IActionResult> UpdateKioskSettings([FromBody] UpdateKioskSettingsDto dto) =>
+        UpdatePreferences(dto, "Kiosk settings saved successfully.");
+
     /// <summary>
     /// Persists the company's pricing model parameters — labor rates, sandblasting/masking multipliers,
     /// oven cost per hour, overhead admin/facility percentages, profit margin, and default tax rate —

src/PowderCoating.Web/Controllers/InventoryController.cs

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

src/PowderCoating.Web/Controllers/KioskController.cs

@@ -2,6 +2,7 @@ using AutoMapper;
 using Microsoft.AspNetCore.Authorization;
 using Microsoft.AspNetCore.Mvc;
 using Microsoft.AspNetCore.SignalR;
+using Microsoft.Extensions.Caching.Memory;
 using Microsoft.Extensions.Logging;
 using PowderCoating.Application.DTOs.Kiosk;
 using PowderCoating.Application.Interfaces;
@@ -39,6 +40,9 @@ public class KioskController : Controller
     private readonly IHubContext<KioskHub>        _kioskHub;
     private readonly ILogger<KioskController>     _logger;
     private readonly ICompanyLogoService          _logoService;
+    private readonly IMemoryCache                 _cache;
+
+    private static string SmsConsentCacheKey(int companyId) => $"kiosk-sms-consent:{companyId}";
 
     /// <summary>Initialises all dependencies for the kiosk controller.</summary>
     public KioskController(
@@ -49,7 +53,8 @@ public class KioskController : Controller
         IEmailService             emailService,
         IHubContext<KioskHub>     kioskHub,
         ILogger<KioskController>  logger,
-        ICompanyLogoService       logoService)
+        ICompanyLogoService       logoService,
+        IMemoryCache              cache)
     {
         _unitOfWork   = unitOfWork;
         _mapper       = mapper;
@@ -59,6 +64,7 @@ public class KioskController : Controller
         _kioskHub     = kioskHub;
         _logger       = logger;
         _logoService  = logoService;
+        _cache        = cache;
     }
 
     // =========================================================================
@@ -104,6 +110,10 @@ public class KioskController : Controller
         if (company == null || company.KioskActivationToken != cookie.Value.token)
             return Json(new { hasSession = false });
 
+        // Check for a staff-pushed SMS consent request before checking for intake sessions.
+        if (_cache.TryGetValue(SmsConsentCacheKey(cookie.Value.companyId), out (int customerId, string customerName) pending))
+            return Json(new { hasSession = false, smsConsentPending = true, customerId = pending.customerId, customerName = pending.customerName });
+
         var window  = DateTime.UtcNow.AddSeconds(-60);
         var session = await _unitOfWork.KioskSessions.FirstOrDefaultAsync(
             s => s.CompanyId == cookie.Value.companyId
@@ -116,6 +126,116 @@ public class KioskController : Controller
         return Json(new { hasSession = true, sessionToken = session.SessionToken });
     }
 
+    // =========================================================================
+    // SMS CONSENT  (staff pushes to kiosk; customer agrees on tablet)
+    // =========================================================================
+
+    /// <summary>
+    /// Staff calls this (authenticated) from the Customer Details page to push an SMS
+    /// consent request to the front-desk kiosk tablet. Stores the customer ID in
+    /// IMemoryCache under a company-scoped key; the kiosk's PollSession endpoint picks
+    /// it up and returns smsConsentPending so the tablet can navigate to the consent page.
+    /// The cache entry expires in 10 minutes in case the customer never approaches the tablet.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> PushSmsConsent(int customerId)
+    {
+        var customer = await _unitOfWork.Customers.GetByIdAsync(customerId);
+        if (customer == null) return Json(new { success = false, message = "Customer not found." });
+
+        if (customer.NotifyBySms)
+            return Json(new { success = false, message = "Customer has already given SMS consent." });
+
+        var companyId = customer.CompanyId;
+        var name      = !string.IsNullOrWhiteSpace(customer.ContactFirstName)
+            ? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
+            : customer.CompanyName ?? "Customer";
+
+        _cache.Set(SmsConsentCacheKey(companyId), (customerId, name),
+            new MemoryCacheEntryOptions { AbsoluteExpirationRelativeToNow = TimeSpan.FromMinutes(10) });
+
+        _logger.LogInformation("SMS consent pushed to kiosk for customer {CustomerId} by staff", customerId);
+        return Json(new { success = true });
+    }
+
+    /// <summary>
+    /// Cancels a pending kiosk SMS consent request, freeing the kiosk to return to the Welcome
+    /// screen. Called by staff if they pushed consent accidentally or the customer isn't coming.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public IActionResult CancelSmsConsent()
+    {
+        var companyId = HttpContext.User.FindFirst("CompanyId")?.Value;
+        if (int.TryParse(companyId, out var cid))
+            _cache.Remove(SmsConsentCacheKey(cid));
+        return Json(new { success = true });
+    }
+
+    /// <summary>
+    /// Displays the full-screen SMS consent form on the kiosk tablet (anonymous, kiosk layout).
+    /// Loads the customer by ID with ignoreQueryFilters because the kiosk has no tenant context.
+    /// </summary>
+    [AllowAnonymous]
+    public async Task<IActionResult> SmsConsent(int id)
+    {
+        var cookie = ReadKioskCookie();
+        if (cookie == null) return Forbid();
+
+        // Clear the pending entry immediately — the kiosk is now showing the form,
+        // so Welcome must not redirect again if the customer cancels or navigates back.
+        _cache.Remove(SmsConsentCacheKey(cookie.Value.companyId));
+
+        var customer = await _unitOfWork.Customers.GetByIdAsync(id, ignoreQueryFilters: true);
+        if (customer == null) return NotFound();
+
+        var company = await _unitOfWork.Companies.GetByIdAsync(cookie.Value.companyId, ignoreQueryFilters: true);
+        ViewBag.CompanyName    = company?.CompanyName;
+        ViewBag.CompanyLogoUrl = !string.IsNullOrEmpty(company?.LogoFilePath) ? Url.Action("Logo", "Kiosk") : null;
+        ViewBag.ShowInactivityTimer = false;
+        ViewBag.CustomerName   = !string.IsNullOrWhiteSpace(customer.ContactFirstName)
+            ? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
+            : customer.CompanyName ?? "Customer";
+
+        return View(id);
+    }
+
+    /// <summary>
+    /// Records the customer's SMS consent from the kiosk tablet.
+    /// Sets NotifyBySms, SmsConsentedAt, SmsConsentMethod = "KioskInPerson" on the customer record.
+    /// Cache is already cleared by the GET; this handles the agree/decline outcome.
+    /// </summary>
+    [AllowAnonymous, HttpPost]
+    public async Task<IActionResult> SmsConsent(int id, bool agreed)
+    {
+        var cookie = ReadKioskCookie();
+        if (cookie == null) return Forbid();
+
+        if (agreed)
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(id, ignoreQueryFilters: true);
+            if (customer != null)
+            {
+                customer.NotifyBySms      = true;
+                customer.SmsConsentedAt   = DateTime.UtcNow;
+                customer.SmsConsentMethod = "KioskInPerson";
+                customer.SmsOptedOutAt    = null;
+                await _unitOfWork.Customers.UpdateAsync(customer);
+                await _unitOfWork.CompleteAsync();
+                _logger.LogInformation("SMS consent recorded via kiosk for customer {CustomerId}", id);
+
+                await _inApp.CreateAsync(
+                    customer.CompanyId,
+                    "SMS Consent Recorded",
+                    $"{customer.ContactFirstName} {customer.ContactLastName} agreed to SMS notifications on the kiosk.",
+                    "KioskConsent",
+                    link: $"/Customers/Details/{id}",
+                    customerId: id);
+            }
+        }
+
+        return Redirect("/Kiosk/Welcome");
+    }
+
     /// <summary>
     /// Serves the company logo for anonymous kiosk pages. Resolves the company from the
     /// KioskDevice cookie so no tenant context is needed on the anonymous request.
@@ -483,6 +603,7 @@ public class KioskController : Controller
                 ExpiresAt        = s.ExpiresAt,
                 LinkedCustomerId = s.LinkedCustomerId,
                 LinkedJobId      = s.LinkedJobId,
+                LinkedQuoteId    = s.LinkedQuoteId,
                 RemoteLinkEmail  = s.RemoteLinkEmail
             })
             .ToList();
@@ -590,9 +711,45 @@ public class KioskController : Controller
                                             : "RemoteIntake";
         }
 
-        // 3. Create Job in Pending status with Normal priority
+        // 3. Resolve company preference: create a Quote (default) or a Job
-        var statuses      = await _lookupCache.GetJobStatusLookupsAsync(companyId);
+        var prefs          = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
-        var pendingStatus = statuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.Pending);
+            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
+        var intakeOutput   = prefs?.KioskIntakeOutput ?? "Quote";
+        var createQuote    = !string.Equals(intakeOutput, "Job", StringComparison.OrdinalIgnoreCase);
+
+        session.LinkedCustomerId = customer!.Id;
+
+        if (createQuote)
+        {
+            // 3a. Create a Draft Quote so staff can price and send for approval
+            var quoteStatuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
+            var draftStatus   = quoteStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Quote.Draft);
+            if (draftStatus == null)
+                throw new InvalidOperationException($"No Draft quote status found for company {companyId}. Run Seed Data from Platform Management.");
+
+            var quoteNumber = await GenerateQuoteNumberAsync(companyId);
+            var quote = new Quote
+            {
+                CompanyId       = companyId,
+                CustomerId      = customer.Id,
+                QuoteNumber     = quoteNumber,
+                QuoteStatusId   = draftStatus.Id,
+                Description     = session.JobDescription,
+                Notes           = $"Source: {session.SessionType} kiosk intake",
+                QuoteDate       = DateTime.UtcNow,
+                ExpirationDate  = DateTime.UtcNow.AddDays(prefs?.DefaultQuoteValidityDays ?? 30)
+            };
+
+            await _unitOfWork.Quotes.AddAsync(quote);
+            await _unitOfWork.CompleteAsync();  // quote.Id now valid
+
+            session.LinkedQuoteId = quote.Id;
+        }
+        else
+        {
+            // 3b. Create a Pending Job directly (for shops that price on the spot)
+            var jobStatuses   = await _lookupCache.GetJobStatusLookupsAsync(companyId);
+            var pendingStatus = jobStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.Pending);
             if (pendingStatus == null)
                 throw new InvalidOperationException($"No Pending job status found for company {companyId}. Run Seed Data from Platform Management.");
 
@@ -606,7 +763,7 @@ public class KioskController : Controller
             var job = new Job
             {
                 CompanyId           = companyId,
-            CustomerId          = customer!.Id,
+                CustomerId          = customer.Id,
                 JobNumber           = jobNumber,
                 JobStatusId         = pendingStatus.Id,
                 JobPriorityId       = normalPriority.Id,
@@ -615,30 +772,56 @@ public class KioskController : Controller
             };
 
             await _unitOfWork.Jobs.AddAsync(job);
+            await _unitOfWork.CompleteAsync();  // job.Id now valid
 
-        // Save the job first so EF generates its Id, then link the session.
-        // Setting session.LinkedJobId = job.Id before CompleteAsync would write 0
-        // to the FK column because the DB hasn't assigned the Id yet.
-        await _unitOfWork.CompleteAsync();  // job.Id is now valid
-
-        // 4. Update session links now that both Ids exist
-        session.LinkedCustomerId = customer.Id;
             session.LinkedJobId = job.Id;
+        }
+
+        // 4. Persist session links
         await _unitOfWork.CompleteAsync();
 
         // 5. Fire staff notification
         var jobDesc   = session.JobDescription ?? "";
         var snippet   = jobDesc.Length > 60 ? jobDesc[..60] + "…" : jobDesc;
         var fullName  = $"{session.CustomerFirstName} {session.CustomerLastName}".Trim();
+        var intakeLabel = session.SessionType == KioskSessionType.Remote ? "Remote Intake" : "Walk-in Intake";
         await _inApp.CreateAsync(
             companyId,
-            "Walk-in Intake Submitted",
+            $"{intakeLabel} Submitted",
             $"{fullName} completed their intake form — {snippet}",
             "KioskIntake",
             link: $"/Kiosk/Intakes",
             customerId: customer.Id);
     }
 
+    /// <summary>
+    /// Generates the next sequential quote number using the company's configured prefix.
+    /// Mirrors GenerateQuoteNumberAsync in QuotesController — same format: PREFIX-YYMM-####.
+    /// Implemented here because KioskController processes anonymous requests and cannot
+    /// rely on ITenantContext to resolve the company ID.
+    /// </summary>
+    private async Task<string> GenerateQuoteNumberAsync(int companyId)
+    {
+        var now = DateTime.UtcNow;
+
+        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
+
+        var quotePrefix = !string.IsNullOrWhiteSpace(prefs?.QuoteNumberPrefix) ? prefs.QuoteNumberPrefix : "QT";
+        var prefix      = $"{quotePrefix}-{now:yy}{now:MM}";
+
+        var lastQuoteNumber = await _unitOfWork.Quotes.GetLastQuoteNumberByPrefixAsync(companyId, prefix);
+
+        if (lastQuoteNumber != null)
+        {
+            var lastNumberStr = lastQuoteNumber[(prefix.Length + 1)..];
+            if (int.TryParse(lastNumberStr, out int lastNumber))
+                return $"{prefix}-{(lastNumber + 1):D4}";
+        }
+
+        return $"{prefix}-0001";
+    }
+
     /// <summary>
     /// Generates the next sequential job number using the company's configured prefix.
     /// Mirrors the logic in JobsController.GenerateJobNumber() — same format: PREFIX-YYMM-####.
@@ -716,7 +899,11 @@ public class KioskController : Controller
             ? Url.Action("Logo", "Kiosk")
             : null;
         ViewBag.WelcomeUrl = "/Kiosk/Welcome";
-        await Task.CompletedTask;
+
+        // Pass the intake output setting so Terms.cshtml can show matching wording
+        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
+            p => p.CompanyId == company.Id && !p.IsDeleted, ignoreQueryFilters: true);
+        ViewBag.KioskIntakeOutput = prefs?.KioskIntakeOutput ?? "Quote";
     }
 
     /// <summary>Loads the company from a session's CompanyId and populates ViewBag.</summary>

src/PowderCoating.Web/Helpers/HelpKnowledgeBase.cs

@@ -1270,7 +1270,11 @@ public static class HelpKnowledgeBase
 
         **Where:** Kiosk Setup → [/Kiosk/Activate](/Kiosk/Activate) | Intake Sessions → [/Kiosk/Intakes](/Kiosk/Intakes)
 
-        **What it does:** Lets walk-in customers fill out their own intake form on a front-desk tablet. On submission, a Pending Job and Customer record are auto-created and staff receive an in-app notification. Also supports remote intake via email link so customers fill out the form on their own phone before arriving.
+        **What it does:** Lets walk-in customers fill out their own intake form on a front-desk tablet. On submission, a Customer record and either a Draft Quote or a Pending Job are auto-created (controlled by the Kiosk Output Setting), and staff receive an in-app notification. Also supports remote intake via email link so customers fill out the form on their own phone before arriving.
+
+        **Kiosk Output Setting (Company Settings → Kiosk tab):**
+        - "Create a Quote" (default) — creates a Draft quote on submission; terms shown to customer say "subject to a formal quote." Best for shops that price after seeing the parts.
+        - "Create a Job" — creates a Pending job on submission; terms say "team member will reach out about pricing." Best for shops that price on the spot.
 
         **Setup (one-time per device):**
         1. Go to Settings → Kiosk Setup (or /Kiosk/Activate)
@@ -1293,23 +1297,24 @@ public static class HelpKnowledgeBase
 
         **What happens on submission:**
         - Customer is matched by email (first), then phone; if no match, a new non-commercial customer is created
-        - A Pending job (Normal priority) is created with the customer's description as the Job Description
+        - A Draft Quote or Pending Job is created depending on the Kiosk Output Setting (see above)
         - SMS opt-in updates the customer record with NotifyBySms = true and a TCPA-compliant consent timestamp
-        - In-app notification fires: "Walk-in Intake Submitted" with link to /Kiosk/Intakes
+        - In-app notification fires: "Walk-in Intake Submitted" (in-person) or "Remote Intake Submitted" (remote link) with a link to /Kiosk/Intakes
 
         **Reviewing submissions (Intake Sessions page):**
         - Filter tabs: All / Submitted / Pending / Expired
         - Each row shows customer name, phone, email, job description snippet, session type badge, SMS opt-in icon
-        - "View Job" button → opens the auto-created Pending job so staff can quote, assign, and move it through the workflow
+        - "View Quote" button → appears in Quote mode; opens the auto-created Draft quote for pricing and review
+        - "View Job" button → appears in Job mode; opens the auto-created Pending job so staff can assign and progress it
         - "Customer" button → opens the matched/created customer record
-        - If job creation failed (e.g. seed data not run), the session is still marked Submitted but the buttons won't appear — the raw intake data is still visible so staff can create manually
+        - If submission failed (e.g. seed data not run), the session is still marked Submitted but buttons won't appear — raw intake data is still visible so staff can create manually
 
         **Dashboard Kiosk card:** Shows whether the kiosk is activated. Contains "Start Intake" (triggers in-person session) and "Send Intake Link" (opens email dialog) buttons. Both are disabled if the kiosk is not activated.
 
         **Troubleshooting:**
         - "Connection issue — retrying…" on tablet: Wi-Fi problem; dot auto-recovers when connectivity returns
         - Tablet doesn't respond to Start Intake: waits up to 3 s; reload Welcome page if still stuck
-        - No View Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data
+        - No View Quote/Job button after submission: Seed Data not run — Platform Admin must run it from Platform Management → Seed Data
         - Signature pad not working: requires capacitive touch (finger or stylus); ensure "Request Desktop Site" is off in browser settings
         - AI quote times out on mobile: photos are auto-compressed; "Still analyzing…" message appears after 30 s; retry on stronger connection
 
@@ -1329,11 +1334,14 @@ public static class HelpKnowledgeBase
         **Prospect to customer:**
         Create Quote for prospect → Quote Approved → Convert Prospect to Customer → Convert Quote to Job
 
-        **Walk-in customer intake (kiosk):**
+        **Walk-in customer intake (kiosk — Quote mode):**
-        Staff clicks "Start Intake" on Dashboard → tablet Welcome screen navigates to intake form within 3 s → customer fills out 3 steps (contact, job description, terms + signature) → system creates Customer + Pending Job automatically → staff notification fires → staff reviews at /Kiosk/Intakes → clicks "View Job" to open the job and continue the workflow
+        Staff clicks "Start Intake" on Dashboard → tablet navigates to intake form within 3 s → customer fills out 3 steps (contact, job description, terms + signature) → system creates Customer + Draft Quote → "Walk-in Intake Submitted" notification fires → staff reviews at /Kiosk/Intakes → clicks "View Quote" to price and send the quote
+
+        **Walk-in customer intake (kiosk — Job mode):**
+        Same flow as above, but system creates a Pending Job instead of a Quote → staff clicks "View Job" to assign a worker and progress the job through the workflow
 
         **Remote intake (customer fills out before arriving):**
-        Staff clicks "Send Intake Link" on Dashboard or Intakes page → enters customer email → customer receives link and completes form on their own device → same auto-create flow as in-person
+        Staff clicks "Send Intake Link" on Dashboard or Intakes page → enters customer email → customer receives link and completes form on their own device → same auto-create flow as in-person; notification reads "Remote Intake Submitted"
 
         **Walk-in / phone quote (quick estimate):**
         Click the AI Quick Quote button (dark-blue floating button, bottom-right) → type description → AI returns price estimate → Save as draft under "Walk-In / Phone" → open the quote → reassign the Customer dropdown on Quote Details to the real customer record once you have their info

src/PowderCoating.Web/Services/InAppNotificationService.cs

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

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

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

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

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

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

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

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

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

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

@@ -21,9 +21,9 @@
             </h2>
             <p>
                 The Customer Intake Kiosk lets walk-in customers fill out their own intake form on a front-desk tablet
-                — no staff assistance required. When they're done, a <strong>Pending job</strong> and a
+                — no staff assistance required. When they're done, a <strong>customer record</strong> is automatically
-                <strong>customer record</strong> are automatically created, and your team receives an in-app
+                created (or matched to an existing one), a <strong>Draft Quote or Pending Job</strong> is created
-                notification so they know someone is waiting.
+                depending on your setting, and your team receives an in-app notification.
             </p>
             <p>
                 The kiosk runs as a browser page (optimised for iPad and Android tablets) and can also send a
@@ -89,6 +89,28 @@
             </ol>
         </section>
 
+        <section id="output-setting" class="mb-5">
+            <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
+                <i class="bi bi-sliders text-primary me-2"></i>Kiosk Output Setting
+            </h2>
+            <p>
+                You can control what gets created when a customer submits the intake form.
+                Go to <a href="/CompanySettings?tab=kiosk">Company Settings → Kiosk</a> and choose:
+            </p>
+            <ul>
+                <li>
+                    <strong>Create a Quote</strong> (default) — a Draft quote is created for staff to review and price
+                    before work begins. The terms shown to the customer will say "subject to a formal quote." Use this
+                    if you price after seeing the parts.
+                </li>
+                <li>
+                    <strong>Create a Job</strong> — a Pending job is created immediately. The terms will say "a team
+                    member will reach out about pricing." Use this if you price on the spot and want the work order
+                    ready right away.
+                </li>
+            </ul>
+        </section>
+
         <section id="what-happens" class="mb-5">
             <h2 class="h4 fw-bold border-bottom pb-2 mb-3">
                 <i class="bi bi-arrow-right-circle text-primary me-2"></i>What Happens on Submission
@@ -96,9 +118,18 @@
             <p>When a customer submits their intake form, the system automatically:</p>
             <ul>
                 <li><strong>Matches or creates a Customer</strong> — searches by email first, then phone. If no match, a new non-commercial customer record is created.</li>
-                <li><strong>Creates a Pending Job</strong> — Normal priority, with the customer's description as the job description and the intake source noted in Special Instructions.</li>
+                <li>
+                    <strong>Creates a Draft Quote or Pending Job</strong> — depending on your
+                    <a href="/CompanySettings?tab=kiosk">Kiosk Output Setting</a>. Quote mode creates a Draft quote
+                    (Normal priority); Job mode creates a Pending job with the customer's description and intake source
+                    in Special Instructions.
+                </li>
                 <li><strong>Applies SMS consent</strong> — if the customer opted in, their customer record is updated with <code>NotifyBySms = true</code> and the consent timestamp (TCPA-compliant).</li>
-                <li><strong>Fires an in-app notification</strong> — your team's notification bell shows "Walk-in Intake Submitted" with a link to the Intakes page.</li>
+                <li>
+                    <strong>Fires an in-app notification</strong> — your team's notification bell shows
+                    "Walk-in Intake Submitted" (or "Remote Intake Submitted" for remote sessions) with a link to
+                    the Intakes page.
+                </li>
             </ul>
         </section>
 
@@ -116,14 +147,15 @@
                 <li>Job description snippet</li>
                 <li>Session type (In-Person or Remote) and status badge</li>
                 <li>SMS opt-in indicator</li>
-                <li><strong>View Job</strong> button — opens the auto-created job directly so you can add a quote, assign a worker, or update status</li>
+                <li><strong>View Quote</strong> button — appears when the kiosk is set to Quote mode; opens the auto-created draft quote</li>
+                <li><strong>View Job</strong> button — appears when the kiosk is set to Job mode; opens the auto-created job</li>
                 <li><strong>Customer</strong> button — opens the matched or created customer record</li>
             </ul>
             <div class="alert alert-info alert-permanent">
                 <i class="bi bi-info-circle me-2"></i>
                 If submission failed (e.g. a configuration issue), the session is still marked Submitted but the
-                View Job / Customer buttons won't appear. The raw intake data (name, phone, description) is still
+                action buttons won't appear. The raw intake data (name, phone, description) is still
-                visible so staff can create the job manually.
+                visible so staff can create the record manually.
             </div>
         </section>
 
@@ -166,6 +198,7 @@
                     <a class="nav-link py-1 px-3" href="#overview">Overview</a>
                     <a class="nav-link py-1 px-3" href="#setup">Setting Up the Kiosk</a>
                     <a class="nav-link py-1 px-3" href="#starting">Starting an Intake</a>
+                    <a class="nav-link py-1 px-3" href="#output-setting">Kiosk Output Setting</a>
                     <a class="nav-link py-1 px-3" href="#what-happens">What Happens on Submission</a>
                     <a class="nav-link py-1 px-3" href="#reviewing">Reviewing Submissions</a>
                     <a class="nav-link py-1 px-3" href="#troubleshooting">Troubleshooting</a>

src/PowderCoating.Web/Views/Kiosk/Intake/Terms.cshtml

@@ -4,6 +4,7 @@
     ViewData["Title"] = "Terms & Consent";
     var token          = ViewBag.SessionToken as Guid? ?? Guid.Empty;
     bool isInPerson    = ViewBag.IsInPerson as bool? ?? false;
+    bool quoteFirst    = !string.Equals(ViewBag.KioskIntakeOutput as string, "Job", StringComparison.OrdinalIgnoreCase);
 }
 
 <div class="kiosk-card">
@@ -25,10 +26,20 @@
                 have authority to authorize work on them. You release the shop from liability for
                 pre-existing damage, hidden defects, or items left unclaimed after 30 days.
             </p>
+            @if (quoteFirst)
+            {
                 <p>
                     Final pricing is subject to a formal quote. Work will not begin until you approve
                     the quoted amount. Payment is due upon pickup unless otherwise agreed in writing.
                 </p>
+            }
+            else
+            {
+                <p>
+                    A team member will review your intake and reach out about pricing before work begins.
+                    Payment is due upon pickup unless otherwise agreed in writing.
+                </p>
+            }
             <p class="mb-0">
                 You agree to comply with all pickup and payment terms provided by the shop.
             </p>

src/PowderCoating.Web/Views/Kiosk/Intakes.cshtml

@@ -146,6 +146,12 @@
                                             <i class="bi bi-briefcase me-1"></i>View Job
                                         </a>
                                     }
+                                    @if (s.LinkedQuoteId.HasValue)
+                                    {
+                                        <a href="/Quotes/Details/@s.LinkedQuoteId" class="btn btn-sm btn-outline-info me-1">
+                                            <i class="bi bi-file-earmark-text me-1"></i>View Quote
+                                        </a>
+                                    }
                                     @if (s.LinkedCustomerId.HasValue)
                                     {
                                         <a href="/Customers/Details/@s.LinkedCustomerId" class="btn btn-sm btn-outline-primary">

src/PowderCoating.Web/Views/Kiosk/SmsConsent.cshtml

@@ -0,0 +1,53 @@
+@model int
+@{
+    Layout = "~/Views/Shared/_KioskLayout.cshtml";
+    ViewData["Title"] = "SMS Consent";
+    string customerName = ViewBag.CustomerName as string ?? "Customer";
+}
+
+<div class="kiosk-card">
+    <h2 class="fw-bold mb-1" style="font-size:1.6rem;">SMS Notifications</h2>
+    <p class="text-muted mb-4">Please read the following and tap <strong>I Agree</strong> to opt in.</p>
+
+    <form method="post" action="/Kiosk/SmsConsent/@Model">
+        @Html.AntiForgeryToken()
+        <input type="hidden" name="agreed" value="true" />
+
+        <div class="kiosk-terms-scroll mb-4">
+            <strong>SMS Consent &amp; Opt-In</strong>
+            <p class="mt-2">
+                By tapping <em>I Agree</em> below, <strong>@customerName</strong> consents to receive
+                SMS text messages from @(ViewBag.CompanyName ?? "this shop") regarding order status
+                updates, pickup notifications, and other information related to your powder coating
+                services.
+            </p>
+            <p>
+                Message frequency varies. Message and data rates may apply.
+                You may opt out at any time by replying <strong>STOP</strong> to any message.
+                Reply <strong>HELP</strong> for assistance.
+            </p>
+            <p class="mb-0">
+                Your mobile number will not be shared with third parties or used for marketing
+                unrelated to your orders.
+            </p>
+        </div>
+
+        <div class="d-flex gap-3">
+            <a href="/Kiosk/SmsConsent/@Model?agreed=false"
+               onclick="event.preventDefault(); document.getElementById('declineForm').submit();"
+               class="btn btn-outline-secondary"
+               style="min-height:64px;border-radius:12px;font-size:1.1rem;flex:0 0 auto;padding:0 2rem;">
+                <i class="bi bi-x-lg me-1"></i> No Thanks
+            </a>
+            <button type="submit" class="btn btn-success kiosk-btn">
+                <i class="bi bi-check-circle me-2"></i> I Agree
+            </button>
+        </div>
+    </form>
+
+    @* Separate form for decline so "No Thanks" can POST with agreed=false *@
+    <form id="declineForm" method="post" action="/Kiosk/SmsConsent/@Model" style="display:none;">
+        @Html.AntiForgeryToken()
+        <input type="hidden" name="agreed" value="false" />
+    </form>
+</div>

src/PowderCoating.Web/Views/Shared/_Layout.cshtml

@@ -1914,7 +1914,8 @@
                     const icons = {
                         QuoteApproved: { icon: 'bi-check-circle-fill', cls: 'success', title: 'Quote Approved' },
                         QuoteDeclined: { icon: 'bi-x-circle-fill', cls: 'danger', title: 'Quote Declined' },
-                        InvoicePaid:   { icon: 'bi-cash-coin', cls: 'primary', title: 'Payment Received' }
+                        InvoicePaid:   { icon: 'bi-cash-coin', cls: 'primary', title: 'Payment Received' },
+                        KioskConsent:  { icon: 'bi-chat-fill',       cls: 'success', title: 'SMS Consent' }
                     };
                     const t = icons[data.notificationType] || { icon: 'bi-bell', cls: 'info', title: 'Notification' };
                     toastr[t.cls === 'danger' ? 'warning' : t.cls === 'primary' ? 'info' : 'success'](
@@ -1922,6 +1923,12 @@
                         `<i class="bi ${t.icon} me-1"></i>${t.title}`,
                         { timeOut: 10000, extendedTimeOut: 3000, closeButton: true, enableHtml: true }
                     );
+                    if (data.notificationType === 'KioskConsent' && data.customerId) {
+                        const path = window.location.pathname.toLowerCase();
+                        if (path === `/customers/details/${data.customerId}`) {
+                            window.updateCustomerSmsStatus?.();
+                        }
+                    }
                 });
 
                 connection.start().catch(err => console.warn('SignalR connection failed:', err));
@@ -2101,8 +2108,14 @@
                     });
                 });
 
-                // Load on page ready
+                // Load on page ready and refresh when dropdown is opened
-                document.addEventListener('DOMContentLoaded', load);
+                document.addEventListener('DOMContentLoaded', () => {
+                    load();
+                    btn?.addEventListener('show.bs.dropdown', load);
+                });
+
+                // Fallback poll every 60 s in case SignalR misses a push
+                setInterval(load, 60_000);
 
                 return { addItem, incrementBadge, markAllRead, openDetail, markRead };
             })();

src/PowderCoating.Web/wwwroot/css/kiosk.css

@@ -60,6 +60,14 @@ body.kiosk-body {
     width: 100%;
 }
 
+/* Vertically centre content in any tall kiosk button (covers <a> and <button>) */
+.kiosk-body .btn,
+.kiosk-btn {
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+}
+
 /* Suppress all hover effects on touch screens */
 @media (hover: none) {
     .kiosk-body .btn:hover { filter: none; opacity: 1; }

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

@@ -0,0 +1,49 @@
+"use strict";
+
+async function pushSmsConsent(customerId) {
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Kiosk/PushSmsConsent?customerId=${customerId}`, {
+            method:  'POST',
+            headers: { 'RequestVerificationToken': tok }
+        });
+        const data = await res.json();
+        if (data.success) {
+            toastr.success('Consent form sent to the kiosk tablet — hand it to the customer.', 'Sent to Kiosk');
+            document.getElementById('btnGetSmsConsent')?.classList.add('d-none');
+            document.getElementById('btnCancelSmsConsent')?.classList.remove('d-none');
+        } else {
+            toastr.warning(data.message || 'Could not send consent to kiosk.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+async function cancelSmsConsent() {
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch('/Kiosk/CancelSmsConsent', {
+            method:  'POST',
+            headers: { 'RequestVerificationToken': tok }
+        });
+        const data = await res.json();
+        if (data.success) {
+            toastr.info('Consent request cancelled — kiosk is free.');
+            document.getElementById('btnCancelSmsConsent')?.classList.add('d-none');
+            document.getElementById('btnGetSmsConsent')?.classList.remove('d-none');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+window.updateCustomerSmsStatus = function () {
+    const section = document.getElementById('sms-status-section');
+    if (!section) return;
+    const today = new Date().toLocaleDateString('en-US', { month: '2-digit', day: '2-digit', year: 'numeric' });
+    section.innerHTML = `<span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25"
+        title="Consented ${today}">
+        <i class="bi bi-chat-fill me-1"></i>SMS on
+    </span>`;
+};

src/PowderCoating.Web/wwwroot/js/inventory-catalog-lookup.js

@@ -62,23 +62,25 @@
             const items = await resp.json();
 
             if (items.length === 0) {
-                // No catalog match — fall back to AI if available
+                // Nothing in catalog — go straight to AI
-                hideStatus();
+                await runAiOrWarn();
-                if (typeof window._runInventoryAiLookup === 'function') {
-                    showStatus('info', '<span class="spinner-border spinner-border-sm me-1"></span>Not in catalog — searching with AI…');
-                    await window._runInventoryAiLookup();
-                } else {
-                    showStatus('warning', 'No match found in the catalog. Enter details manually or enable AI Lookup.');
-                }
                 return;
             }
 
-            if (items.length === 1) {
+            // Single exact match (vendor + color name both match precisely) — auto-fill
+            if (items.length === 1 && items[0].isExact) {
                 await fillFields(items[0]);
                 return;
             }
 
-            // Multiple matches — let the user pick via modal
+            // Exact match exists but so do other results — auto-fill the exact one
+            const exactMatches = items.filter(i => i.isExact);
+            if (exactMatches.length === 1) {
+                await fillFields(exactMatches[0]);
+                return;
+            }
+
+            // No exact match (or ambiguous) — show picker modal with "Not Listed" escape hatch
             hideStatus();
             showPickerModal(items);
 
@@ -89,6 +91,18 @@
         }
     });
 
+    // ── AI fallback helper ───────────────────────────────────────────────────
+
+    async function runAiOrWarn() {
+        hideStatus();
+        if (typeof window._runInventoryAiLookup === 'function') {
+            showStatus('info', '<span class="spinner-border spinner-border-sm me-1"></span>Not in catalog — searching online with AI…');
+            await window._runInventoryAiLookup();
+        } else {
+            showStatus('warning', 'No match found in the catalog. Enter details manually or enable AI Lookup.');
+        }
+    }
+
     // ── Fill fields from a catalog result ────────────────────────────────────
 
     async function fillFields(item) {
@@ -368,6 +382,12 @@
               <div class="modal-body p-0">
                 <div class="list-group list-group-flush">${rows}</div>
               </div>
+              <div class="modal-footer py-2 justify-content-start">
+                <button type="button" class="btn btn-sm btn-outline-secondary" id="catalogPickerNotListed">
+                  <i class="bi bi-search me-1"></i>Not listed — search online
+                </button>
+                <span class="text-muted small ms-2">Uses AI to look up the exact product</span>
+              </div>
             </div>
           </div>
         </div>`;
@@ -383,6 +403,11 @@
             });
         });
 
+        document.getElementById('catalogPickerNotListed').addEventListener('click', function () {
+            bsModal.hide();
+            runAiOrWarn();
+        });
+
         bsModal.show();
     }
 

src/PowderCoating.Web/wwwroot/js/kiosk-welcome.js

@@ -26,6 +26,12 @@
             if (!res.ok) throw new Error("HTTP " + res.status);
             const data = await res.json();
             setStatus("#16a34a", "Ready");
+            if (data.smsConsentPending && data.customerId) {
+                active = false;
+                setStatus("#2563eb", "Loading consent…");
+                window.location.href = `/Kiosk/SmsConsent/${data.customerId}`;
+                return;
+            }
             if (data.hasSession && data.sessionToken) {
                 active = false;
                 setStatus("#2563eb", "Starting…");