Add CRM features: Additional Contacts, Lead Source, Ship-To Address; update Help docs

- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above

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

.claude/settings.local.json

@@ -1,180 +0,0 @@
-{
-  "permissions": {
-    "allow": [
-      "Bash(dotnet build:*)",
-      "Bash(dir:*)",
-      "Bash(dotnet restore:*)",
-      "Bash(dotnet clean:*)",
-      "Bash(findstr:*)",
-      "Bash(dotnet ef migrations add:*)",
-      "Bash(dotnet ef migrations remove:*)",
-      "Bash(ls:*)",
-      "Bash(dotnet ef database update:*)",
-      "Bash(sqlcmd:*)",
-      "Bash(dotnet ef migrations script:*)",
-      "Bash(dotnet run:*)",
-      "Bash(timeout /t 15 dotnet run:*)",
-      "Bash(timeout /t 10 /nobreak)",
-      "Bash(ping:*)",
-      "Bash(start /B dotnet run:*)",
-      "Bash(test:*)",
-      "Bash(dotnet ef migrations:*)",
-      "Bash(grep:*)",
-      "Bash(xargs -I {} bash -c 'echo \"\"=== {} ===\"\" && head -20 {} | grep -E \"\"class|Authorize\"\"')",
-      "Bash(powershell:*)",
-      "Bash(dotnet tool install:*)",
-      "Bash(dotnet tool update:*)",
-      "Bash(xargs:*)",
-      "Bash(powershell -Command \"cd src\\\\PowderCoating.Web; dotnet ef migrations add UpdateQuoteForProspects --project ..\\\\PowderCoating.Infrastructure\")",
-      "Bash(powershell -Command:*)",
-      "Bash(taskkill:*)",
-      "Bash(netstat:*)",
-      "Bash(libman restore:*)",
-      "Bash(./start-app.bat)",
-      "Bash(dotnet-ef migrations add:*)",
-      "Bash(dotnet-ef database update:*)",
-      "Bash(./stop-app.bat)",
-      "Bash(timeout /t 3 /nobreak)",
-      "Bash(curl:*)",
-      "Bash(if [ -f \"stop-app.bat\" ])",
-      "Bash(then cmd.exe /c stop-app.bat)",
-      "Bash(else echo \"stop-app.bat not found\")",
-      "Bash(fi)",
-      "Bash(powershell.exe -Command \"Unblock-File -Path 'src/PowderCoating.Web/dotnet-tools.json'\":*)",
-      "Bash(powershell.exe -Command \"Get-Process | Where-Object {$_ProcessName -like ''*PowderCoating*''} | Stop-Process -Force\")",
-      "Bash(powershell.exe:*)",
-      "Bash(Select-String -Pattern \"error|Error\")",
-      "Bash(Select-String -NotMatch \"warning\")",
-      "Bash(tasklist:*)",
-      "Bash(dotnet add package:*)",
-      "Bash(start-process dotnet run:*)",
-      "Bash(Select-Object -ExpandProperty Id)",
-      "Bash(find:*)",
-      "Bash(cmd.exe:*)",
-      "Bash(dotnet ef dbcontext:*)",
-      "Bash(handle \"PowderCoating.Web.pdb\")",
-      "Bash(timeout:*)",
-      "Bash(del /F \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\obj\\\\Debug\\\\net8.0\\\\PowderCoating.Web.pdb\")",
-      "Bash(Select-String -Pattern \"Build succeeded|Build FAILED|error\")",
-      "Bash(Select-Object -Last 10)",
-      "Bash(del \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Infrastructure\\\\Migrations\\\\20260211031319_RemovePreexistingCatalogData.cs\" \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Infrastructure\\\\Migrations\\\\20260211031319_RemovePreexistingCatalogData.Designer.cs\")",
-      "Bash(Select-String:*)",
-      "Bash(Select-Object -Last 5)",
-      "Bash(start-app.bat)",
-      "Bash(dotnet script:*)",
-      "Bash(dotnet list:*)",
-      "Bash(dotnet new:*)",
-      "Bash(stop-app.bat)",
-      "Bash(dotnet watch run:*)",
-      "Bash(cmd /c \"taskkill /F /PID 42108\")",
-      "Bash(cmd /c start-app.bat)",
-      "Bash(\"Y:/PCC/PowderCoatingApp/src/PowderCoating.Application/Services/PdfService.cs\":*)",
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-      "Bash(/tmp/remove_tempdata.pl:*)",
-      "Bash(chmod:*)",
-      "Bash(perl:*)",
-      "Bash(done)",
-      "Bash(cmd:*)",
-      "Bash(tail:*)",
-      "Bash(del:*)",
-      "Bash(dotnet add:*)",
-      "Bash(python3:*)",
-      "Bash(Stop-Process:*)",
-      "Bash(mv:*)",
-      "Bash(dotnet tool:*)",
-      "Bash(where libman:*)",
-      "Bash(find \"Y:/PCC/PowderCoatingApp\" -type f \\\\\\( -name \"*template*\" -o -name \"*import*\" -o -name \"*export*\" \\\\\\) -iname \"*.csv\" -o -iname \"*.xlsx\" -o -iname \"*.xls\" 2>/dev/null | head -50)",
-      "Bash(grep -n \"powderCostOverride\\\\|PowderCostOverride\\\\|pageMeta\\\\|quoteItems\\\\|existingItems\" \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Quotes/Create.cshtml\" | head -20\ngrep -n \"powderCostOverride\\\\|PowderCostOverride\\\\|pageMeta\\\\|quoteItems\\\\|existingItems\" \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Quotes/Edit.cshtml\" 2>/dev/null | head -20)",
-      "Bash(cat /tmp/sdktest/Program.cs | xxd | head -20)",
-      "Bash(cd /tmp/sdktest && rm -rf bin obj && cat Program.cs)",
-      "Bash(cat /tmp/sdktest/Program.cs | xxd | head -5)",
-      "WebSearch",
-      "WebFetch(domain:github.com)",
-      "WebFetch(domain:www.nuget.org)",
-      "Bash(wmic process:*)",
-      "Bash(grep -rn \"AI Photo\\\\|ai.*photo\\\\|photo.*quote\\\\|item-type\\\\|AiPhotoQuotes\\\\|ai_photo\" \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Quotes\\\\\" | grep -i \"photo\\\\|ai\" | head -20)",
-      "Bash(sed -i 's|\"aiAnalyzeUrl\": \"@Url.Action\\(\\\\\"AiAnalyzeItem\\\\\", \\\\\"Quotes\\\\\"\\)\",|\"aiAnalyzeUrl\": \"@Url.Action\\(\\\\\"AiAnalyzeItem\\\\\", \\\\\"Quotes\\\\\"\\)\",\\\\n    \"aiPhotoQuotesEnabled\": @Json.Serialize\\(\\(bool\\)\\(ViewBag.AiPhotoQuotesEnabled ?? true\\)\\),|g' \\\\\n  \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Quotes\\\\Edit.cshtml\" \\\\\n  \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Jobs\\\\Create.cshtml\" \\\\\n  \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Jobs\\\\Edit.cshtml\")",
-      "Bash(cp:*)",
-      "Bash(dotnet fsi -e \":*)",
-      "Read(//y/tmp/**)",
-      "Bash(cp /c/Users/spoul/.nuget/packages/stripe.net/50.4.1/stripe.net.50.4.1.nupkg stripe.zip)",
-      "Bash(unzip -o stripe.zip *.cs -d stripe_src)",
-      "Bash(dotnet ef:*)",
-      "Bash(Payment)",
-      "Bash(Deposit \")",
-      "Bash(node:*)",
-      "WebFetch(domain:quickbooks.intuit.com)",
-      "WebFetch(domain:www.saasant.com)",
-      "WebFetch(domain:www.liveflow.com)",
-      "WebFetch(domain:www.gentlefrog.com)",
-      "WebFetch(domain:blog.coupler.io)",
-      "WebFetch(domain:litextension.com)",
-      "WebFetch(domain:www.dancingnumbers.com)",
-      "WebFetch(domain:www.bizbooks.pro)",
-      "WebFetch(domain:support.saasant.com)",
-      "WebFetch(domain:support.getcount.com)",
-      "WebFetch(domain:planergy.com)",
-      "WebFetch(domain:www.wizxpert.com)",
-      "WebFetch(domain:www.trykeep.com)",
-      "WebFetch(domain:gentlefrog.com)",
-      "WebFetch(domain:www.syscloud.com)",
-      "WebFetch(domain:interopay.zendesk.com)",
-      "WebFetch(domain:docs.d-tools.cloud)",
-      "WebFetch(domain:paygration.com)",
-      "Bash([ ! -d \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/$controller\" ])",
-      "Bash(bash /tmp/check_actions.sh)",
-      "Bash(bash /tmp/verify_endpoints.sh)",
-      "Bash(bash /tmp/verify_services.sh)",
-      "Read(//y/PCC/Deployments/**)",
-      "Bash(mkdir -p \"Y:/PCC/Deployments\")",
-      "Bash(dotnet-script -e \"using System.Reflection; var a = Assembly.LoadFrom\\(\\\\\"Anthropic.SDK.dll\\\\\"\\); var types = a.GetTypes\\(\\).Where\\(t => t.Name.Contains\\(\\\\\"Document\\\\\"\\) || t.Name.Contains\\(\\\\\"Content\\\\\"\\)\\).Select\\(t => t.Name\\).OrderBy\\(n => n\\); foreach\\(var t in types\\) Console.WriteLine\\(t\\);\")",
-      "Bash(sort -t'-' -k3 -r)",
-      "Bash(wsl grep:*)",
-      "Bash(find src:*)",
-      "Bash(dotnet csharp *)",
-      "Read(//c/Users/spoul/.nuget/packages/stripe.net/50.4.1/lib/netstandard2.0/**)",
-      "Bash(dotnet publish *)",
-      "Bash(Compress-Archive -Path * -DestinationPath \"..\\\\deploy.zip\" -Force)",
-      "Bash(az webapp *)",
-      "Read(//y/PCC/**)",
-      "Bash(Get-Date -Format 'yyyyMMdd_HHmmss')",
-      "PowerShell(Get-Content *)",
-      "PowerShell(dotnet build *)",
-      "PowerShell(New-Item *)",
-      "PowerShell(& \"Y:\\\\PCC\\\\PowderCoatingApp\\\\scripts\\\\generate-migration-script.ps1\")",
-      "PowerShell(if \\(Test-Path \"Y:\\\\pcc\\\\deployment\\\\migrations.sql\"\\) { $f = Get-Item \"Y:\\\\pcc\\\\deployment\\\\migrations.sql\"; Write-Host \"File exists: $\\($f.Length\\) bytes\" } else { Write-Host \"File not created\" })",
-      "Bash(git add *)",
-      "Bash(git commit -m ' *)",
-      "Bash(git push *)",
-      "Bash(git commit *)",
-      "Bash(git checkout *)",
-      "Bash(git merge *)",
-      "Bash(dotnet package *)",
-      "Bash(dotnet test *)",
-      "Bash(git rm *)",
-      "Bash(git stash *)",
-      "Bash(dotnet ef *)",
-      "Bash(sqlcmd -S \".\\\\SQLEXPRESS\" -d PowderCoatingDb -Q \"SELECT Id, DisplayName, IsCoating, IsActive FROM InventoryCategoryLookups ORDER BY DisplayOrder\" -W)",
-      "Skill(schedule)",
-      "Bash(git -C \"//192.168.0.37/SCPSoftware/tmp/PowderCoatingApp-dev-perf\" log --oneline -10)",
-      "Bash(git -C \"//192.168.0.37/SCPSoftware/tmp/PowderCoatingApp-dev-perf\" status --short)",
-      "Bash(git *)",
-      "Bash(get-childitem -Recurse -Filter \"QuotesController.cs\")",
-      "Bash(Select-Object -ExpandProperty FullName)",
-      "Bash(dotnet user-secrets *)",
-      "Bash(Get-ChildItem -Path \"Y:\\\\PCC\\\\PowderCoatingApp\" -Directory)",
-      "Bash(Select-Object Name)",
-      "Bash(Get-Content *)",
-      "Bash(python -c \"import json; data=json.load\\(open\\('prismatic_powders.json','r',encoding='utf-8'\\)\\); print\\(f'Total records: {len\\(data\\)}'\\); print\\('First record:'\\); print\\(json.dumps\\(data[0], indent=2\\)\\)\")",
-      "Bash(python -c \"import json; data=json.load\\(open\\('prismatic_powders.json','r',encoding='utf-8'\\)\\); keys=list\\(data.keys\\(\\)\\); print\\('Top-level keys:', keys[:10]\\); first=data[keys[0]]; print\\('First record key:', keys[0]\\); print\\(json.dumps\\(first, indent=2\\)\\)\")",
-      "PowerShell(Get-ChildItem *)",
-      "PowerShell(Select-String *)",
-      "Bash(Select-Object -First 20)",
-      "PowerShell(node -e \"require\\('fs'\\).existsSync\\(require\\('path'\\).join\\(process.cwd\\(\\), 'node_modules', 'sharp'\\)\\) ? console.log\\('sharp ok'\\) : console.log\\('no sharp'\\)\")",
-      "WebFetch(domain:www.powdercoatinglogix.com)",
-      "PowerShell($bytes = [System.IO.File]::ReadAllBytes\\('src/PowderCoating.Web/Views/Jobs/Details.cshtml'\\); $text = [System.Text.Encoding]::UTF8.GetString\\($bytes\\); $idx = $text.IndexOf\\('hasPowderData'\\); $snippet = $text.Substring\\($idx - 20, 250\\); [System.Text.Encoding]::Unicode.GetBytes\\($snippet\\) | Format-Hex | Select-Object -First 30)",
-      "PowerShell($dll = \"C:\\\\Users\\\\spoul\\\\.nuget\\\\packages\\\\questpdf\\\\2024.12.3\\\\lib\\\\net6.0\\\\QuestPDF.dll\"; $asm = [Reflection.Assembly]::LoadFile\\($dll\\); $asm.GetTypes\\(\\) | Where-Object { $_.Name -eq \"ContainerExtensions\" } | ForEach-Object { $_.GetMethods\\(\\) | Where-Object { $_.Name -match \"Canvas|Rotat|Layer\" } | Select-Object Name } | Sort-Object Name -Unique)",
-      "PowerShell(Get-ChildItem \"C:\\\\Users\\\\spoul\\\\.nuget\\\\packages\\\\\" -ErrorAction SilentlyContinue | Where-Object { $_.Name -match \"quest|skia\" } | Select-Object Name)"
-    ]
-  }
-}

.githooks/pre-commit

@@ -0,0 +1,27 @@
+#!/bin/sh
+# Pre-commit hook: block commits containing corrupted Unicode in .cshtml files.
+#
+# All corruption variants start with the UTF-8 byte sequence for a-circumflex
+# followed by euro-sign (bytes C3 A2 E2 82 AC), which is the first two chars
+# of every known corruption pattern. Grep for that byte sequence in staged files.
+
+STAGED=$(git diff --cached --name-only | grep '\.cshtml$')
+if [ -z "$STAGED" ]; then
+    exit 0
+fi
+
+# $'\xc3\xa2\xe2\x82\xac' = UTF-8 bytes for a-circumflex + euro-sign
+CORRUPT=$(echo "$STAGED" | xargs grep -l $'\xc3\xa2\xe2\x82\xac' 2>/dev/null)
+
+if [ -n "$CORRUPT" ]; then
+    echo ""
+    echo "ERROR: Corrupted Unicode characters detected in staged .cshtml files:"
+    echo "$CORRUPT" | sed 's/^/  /'
+    echo ""
+    echo "Fix by running:  .\\tools\\Fix-Encoding.ps1"
+    echo "Then re-stage the files and commit again."
+    echo ""
+    exit 1
+fi
+
+exit 0

.gitignore

@@ -1,6 +1,11 @@
 ## Ignore Visual Studio temporary files, build results, and
 ## files generated by popular Visual Studio add-ons.
 
+# Claude Code tool settings and build logs
+.claude/settings.local.json
+.claude/settings.json
+BuildLog*.txt
+
 # User-specific files
 *.rsuser
 *.suo
@@ -129,3 +134,7 @@ DataProtection-Keys/
 # Secrets
 appsettings.secrets.json
 *.pfx
+
+# Local task tracking
+TODO.txt
+TODO.txt.bak

AGENTS.md

@@ -0,0 +1,571 @@
+# AGENTS.md
+
+This file provides guidance to Codex (Codex.ai/code) when working with code in this repository.
+
+## Project Overview
+
+A production-ready ASP.NET Core 8.0 MVC application for managing powder coating business operations. The application implements Clean Architecture with six projects across three layers (Domain, Application, Infrastructure) plus two presentation layers (Web MVC, RESTful API).
+
+## Essential Commands
+
+### Building and Running
+
+```bash
+# Build entire solution
+dotnet build
+
+# Run web application (MVC)
+cd src/PowderCoating.Web
+dotnet run
+# Access at: https://localhost:58461
+
+# Run web with auto-reload
+dotnet watch run
+
+# Run API
+cd src/PowderCoating.Api
+dotnet run
+# Swagger UI at root URL
+
+# Run tests
+dotnet test                                    # All tests
+dotnet test tests/PowderCoating.UnitTests      # Unit tests only
+dotnet test tests/PowderCoating.IntegrationTests  # Integration tests only
+```
+
+### Database Operations
+
+```bash
+# All EF commands run from Web project directory
+cd src/PowderCoating.Web
+
+# Create migration (must specify Infrastructure project)
+dotnet ef migrations add MigrationName --project ../PowderCoating.Infrastructure
+
+# Apply migrations
+dotnet ef database update --project ../PowderCoating.Infrastructure
+
+# Reset database (WARNING: deletes all data)
+dotnet ef database drop --project ../PowderCoating.Infrastructure
+dotnet ef database update --project ../PowderCoating.Infrastructure
+
+# List migrations
+dotnet ef migrations list --project ../PowderCoating.Infrastructure
+
+# Remove last migration (if not applied)
+dotnet ef migrations remove --project ../PowderCoating.Infrastructure
+```
+
+### Default Credentials
+
+```
+SuperAdmin (break glass): artemis@powdercoatinglogix.com / SuperAdmin123!
+SuperAdmin (seed): superadmin@powdercoatinglogix.com / SuperAdmin123!
+SuperAdmin (seed): spouliot@powdercoatinglogix.com / SuperAdmin123!
+Company Admin (seed): demo@powdercoatinglogix.com / CompanyAdmin123!
+```
+
+## Architecture Overview
+
+### Clean Architecture Layers
+
+**Domain Layer (PowderCoating.Core)**
+- Contains business entities, enums, and repository interfaces
+- `BaseEntity` provides common properties for all entities (Id, CompanyId, CreatedAt, UpdatedAt, IsDeleted, audit fields)
+- All entities inherit from BaseEntity and support soft delete
+- No dependencies on other projects
+
+**Application Layer (PowderCoating.Application)**
+- DTOs organized by domain (Customer, Job, Equipment, Inventory, Maintenance)
+- AutoMapper profiles with reverse mappings
+- Service interfaces (IFileService, etc.)
+- No UI or infrastructure dependencies
+
+**Infrastructure Layer (PowderCoating.Infrastructure)**
+- `ApplicationDbContext` with global query filters for soft deletes and multi-tenancy
+- Generic `Repository<T>` implementing `IRepository<T>`
+- `UnitOfWork` implementing `IUnitOfWork` with lazy-loaded repositories
+- Seed data is triggered **manually** via Platform Management → Seed Data (not automatic on startup)
+
+**Presentation Layers**
+- `PowderCoating.Web`: MVC application with Razor views, Bootstrap 5 UI
+- `PowderCoating.Api`: RESTful API with JWT authentication, Swagger documentation
+
+### Key Design Patterns
+
+**Repository Pattern**
+- Generic `Repository<T>` in Infrastructure
+- All CRUD operations, search, pagination, eager loading support
+- Soft delete with `SoftDeleteAsync()` method
+
+**Unit of Work Pattern**
+- Coordinates multiple repositories
+- Transaction support: `BeginTransactionAsync()`, `CommitTransactionAsync()`, `RollbackTransactionAsync()`
+- Lazy instantiation of repositories
+- `SaveChangesAsync()` or `CompleteAsync()` to persist changes
+
+**Dependency Injection**
+- All dependencies registered in `Program.cs`
+- Controllers inject `IUnitOfWork` and `IMapper`
+- Services are scoped to request lifetime
+
+**Global Query Filters**
+- Soft deletes: All queries automatically filter `IsDeleted == false`
+- Multi-tenancy: Non-SuperAdmin users see only their company data
+- Bypass with `ignoreQueryFilters: true` parameter in repository methods
+
+### Multi-Tenancy Implementation
+
+- `CompanyId` foreign key on all business entities
+- `ITenantContext` injected into DbContext resolves current company
+- SuperAdmin role can view all companies
+- Global query filters enforce company isolation at database level
+- Users have both system role (SuperAdmin) and company role (CompanyAdmin, Manager, Worker, Viewer)
+
+## Data Access Rules (ENFORCE THESE)
+
+> **`ApplicationDbContext` is NEVER injected into a controller.**
+> All data access in controllers goes through `IUnitOfWork`. No exceptions outside the list below.
+> **This rule is enforced at startup:** `EnforceDataAccessArchitecture()` in `Program.cs` scans all
+> controllers at boot and throws if any non-exempt controller injects `ApplicationDbContext`.
+> Full rationale and permanent exceptions list: `docs/DATA_ACCESS_ARCHITECTURE.md`
+
+### Three tiers — use the right one:
+
+**Tier 1 — Simple CRUD** → `IUnitOfWork.EntityName` (generic `IRepository<T>`)
+```csharp
+var items = await _unitOfWork.CatalogItems.GetAllAsync();
+await _unitOfWork.Announcements.AddAsync(entity);
+await _unitOfWork.CompleteAsync();
+```
+
+**Tier 2 — Complex domain queries** → typed repositories on `IUnitOfWork`
+```csharp
+// Include chains and domain-specific queries belong in the repository, not the controller
+var job     = await _unitOfWork.Jobs.LoadForDetailsAsync(id);
+var invoice = await _unitOfWork.Invoices.LoadForViewAsync(id);
+var quote   = await _unitOfWork.Quotes.GetByApprovalTokenAsync(token);
+```
+Typed repositories: `IJobRepository`, `IInvoiceRepository`, `IQuoteRepository`,
+`ICustomerRepository`, `IBillRepository`, `IPurchaseOrderRepository`
+— defined in `Core/Interfaces/Repositories/`, implemented in `Infrastructure/Repositories/`
+
+**Tier 3 — Aggregate/reporting queries** → injected read services
+```csharp
+// P&L, AR aging, cycle time, powder usage — shaped DTOs, never tracked entities
+var aging = await _financialReports.GetArAgingAsync(companyId);
+```
+Services: `IFinancialReportService`, `IOperationalReportService`
+— defined in `Core/Interfaces/Services/`, implemented in `Infrastructure/Services/`
+
+### Permanent exceptions (ApplicationDbContext allowed — intentional, documented):
+`StripeWebhookController`, `WebhooksController`, `PaymentController`, `RegistrationController`,
+`DataExportController`, `AccountDataExportController`, `DataPurgeController`,
+`SystemInfoController`, `SystemLogsController`, `CompanyHealthController`
+
+If you think you need a new exception, you almost certainly don't. Check the spec first.
+
+---
+
+## Data Access Patterns
+
+### Common Controller Pattern
+
+```csharp
+public class ExampleController : Controller
+{
+    private readonly IUnitOfWork _unitOfWork;
+    private readonly IMapper _mapper;
+
+    public ExampleController(IUnitOfWork unitOfWork, IMapper mapper)
+    {
+        _unitOfWork = unitOfWork;
+        _mapper = mapper;
+    }
+
+    public async Task<IActionResult> Index()
+    {
+        var entities = await _unitOfWork.Examples.GetAllAsync();
+        var dtos = _mapper.Map<List<ExampleDto>>(entities);
+        return View(dtos);
+    }
+
+    [HttpPost]
+    public async Task<IActionResult> Create(CreateExampleDto dto)
+    {
+        var entity = _mapper.Map<Example>(dto);
+        await _unitOfWork.Examples.AddAsync(entity);
+        await _unitOfWork.CompleteAsync();
+        return RedirectToAction(nameof(Index));
+    }
+
+    public async Task<IActionResult> Delete(int id)
+    {
+        await _unitOfWork.Examples.SoftDeleteAsync(id);
+        await _unitOfWork.CompleteAsync();
+        return RedirectToAction(nameof(Index));
+    }
+}
+```
+
+### Using Unit of Work Repositories
+
+All entity repositories are available via `IUnitOfWork` properties:
+- `_unitOfWork.Customers`
+- `_unitOfWork.Jobs`
+- `_unitOfWork.JobItems`
+- `_unitOfWork.Quotes`
+- `_unitOfWork.InventoryItems`
+- `_unitOfWork.Equipment`
+- `_unitOfWork.MaintenanceRecords`
+- Plus additional entities (Suppliers, JobPhotos, JobNotes, etc.)
+
+### Eager Loading Related Data
+
+```csharp
+// Load customer with related data
+var customer = await _unitOfWork.Customers.GetByIdAsync(
+    id,
+    c => c.Jobs,
+    c => c.Quotes,
+    c => c.PricingTier
+);
+
+// Find with predicate and includes
+var activeJobs = await _unitOfWork.Jobs.FindAsync(
+    j => j.Status != JobStatus.Completed,
+    j => j.Customer,
+    j => j.JobItems
+);
+```
+
+### Pagination
+
+```csharp
+var pagedJobs = await _unitOfWork.Jobs.GetPagedAsync(
+    pageNumber: 1,
+    pageSize: 25,
+    j => j.Status == JobStatus.InPreparation,
+    j => j.Customer
+);
+```
+
+## Important Domain Concepts
+
+### Job Lifecycle
+
+Jobs progress through 16 statuses:
+1. **Pending** → Initial state
+2. **Quoted** → Quote generated
+3. **Approved** → Customer approved
+4. **InPreparation** → Job prep started
+5. **Sandblasting** → Surface prep
+6. **MaskingTaping** → Masking areas
+7. **Cleaning** → Pre-coat cleaning
+8. **InOven** → Pre-heating
+9. **Coating** → Applying powder
+10. **Curing** → Heat curing
+11. **QualityCheck** → Inspection
+12. **Completed** → Work finished
+13. **ReadyForPickup** → Awaiting customer
+14. **Delivered** → Job delivered
+15. **OnHold** → Paused
+16. **Cancelled** → Cancelled
+
+**Job Priorities**: Low, Normal, High, Urgent, Rush (color-coded in UI)
+
+### Customer Types
+
+- **Commercial**: B2B customers with pricing tiers, credit limits
+- **Non-Commercial**: Individual customers, typically simpler pricing
+
+### Inventory Management
+
+**Transaction Types**: Purchase, Sale, Adjustment, Transfer, Return, Waste, Initial
+- All transactions tracked in `InventoryTransaction` entity
+- Reorder points trigger low-stock alerts
+
+### Equipment & Maintenance
+
+**Equipment Status**: Operational, NeedsMaintenance, UnderMaintenance, OutOfService, Retired
+**Maintenance Priority**: Low, Normal, High, Critical
+**Maintenance Status**: Scheduled, InProgress, Completed, Cancelled, Overdue
+
+## Configuration Files
+
+### Web Application (src/PowderCoating.Web/appsettings.json)
+
+```json
+{
+  "ConnectionStrings": {
+    "DefaultConnection": "Server=.\\SQLEXPRESS;Database=PowderCoatingDb;Trusted_Connection=true;MultipleActiveResultSets=true;TrustServerCertificate=true"
+  },
+  "AppSettings": {
+    "CompanyName": "Powder Coating Logix",
+    "DefaultQuoteValidityDays": 30,
+    "DefaultPaymentTerms": "Net 30",
+    "TaxRate": 0.0,
+    "Currency": "USD",
+    "TrialPeriodDays": 7,
+    "QuoteApprovalTokenDays": 30
+  },
+  "AI": {
+    "Anthropic": {
+      "ApiKey": "your-anthropic-api-key-here"
+    }
+  },
+  "SendGrid": { ... },
+  "Stripe": { ... },
+  "Storage": { ... }
+}
+```
+
+**AI uses Anthropic Codex Sonnet 4.6** (`Codex-sonnet-4-6`) — NOT OpenAI. The `AI:Anthropic:ApiKey` config key is what the AI photo quoting and AI scheduling services read.
+
+### API (src/PowderCoating.Api/appsettings.json)
+
+```json
+{
+  "JwtSettings": {
+    "SecretKey": "CHANGE-THIS-TO-YOUR-OWN-SECRET-KEY-AT-LEAST-32-CHARACTERS",
+    "Issuer": "PowderCoatingAPI",
+    "Audience": "PowderCoatingMobileApp",
+    "ExpirationMinutes": 1440
+  }
+}
+```
+
+### Launch Settings (src/PowderCoating.Web/Properties/launchSettings.json)
+
+Default ports:
+- HTTPS: 58461
+- HTTP: 58462
+
+## Authentication & Authorization
+
+### System Roles
+- **SuperAdmin**: Platform-wide access, sees all companies and deleted records
+- **Administrator**: Company admin
+- **Manager**: Operations management
+- **Employee**: Create/edit jobs and quotes
+- **ShopFloor**: Update job status
+- **ReadOnly**: View-only access
+
+### Custom Authorization Policies
+
+Defined in `PowderCoating.Shared/Constants/AppConstants.cs`:
+- `RequireAdministratorRole`
+- `CanManageJobs`
+- `CanManageInventory`
+- `CanManageUsers`
+- `CanViewData`
+
+Apply with `[Authorize(Policy = "PolicyName")]` on controllers/actions.
+
+### JWT Authentication (API Only)
+
+API uses JWT Bearer tokens. Web uses cookie-based Identity authentication.
+
+## AutoMapper Configuration
+
+AutoMapper is registered as singleton in `Program.cs`:
+```csharp
+builder.Services.AddSingleton(provider => new MapperConfiguration(cfg =>
+{
+    cfg.AddMaps(typeof(ApplicationAssemblyMarker).Assembly);
+}).CreateMapper());
+```
+
+All profiles in `Application/Mappings/` are auto-discovered. Profiles include reverse mappings for entity ↔ DTO conversion.
+
+## Logging
+
+Serilog configured to write:
+- Console (structured logs)
+- File: `logs/powdercoating-{Date}.txt` (rolling daily)
+
+Access via constructor injection:
+```csharp
+private readonly ILogger<ExampleController> _logger;
+```
+
+## Common Development Tasks
+
+### Adding a New Entity
+
+1. Create entity class in `Core/Entities/` inheriting from `BaseEntity`
+2. Add DbSet to `ApplicationDbContext`
+3. Register repository property in `IUnitOfWork` interface
+4. Add lazy-loaded property in `UnitOfWork` implementation
+5. Create migration: `dotnet ef migrations add AddEntityName --project ../PowderCoating.Infrastructure`
+6. Apply migration: `dotnet ef database update --project ../PowderCoating.Infrastructure`
+
+### Adding a New Controller
+
+1. Create DTOs in `Application/DTOs/`
+2. Create AutoMapper profile in `Application/Mappings/`
+3. Create controller in `Web/Controllers/`
+4. Create views in `Web/Views/[ControllerName]/`
+5. Add navigation link in `Views/Shared/_Layout.cshtml`
+
+### Working with Soft Deletes
+
+```csharp
+// Soft delete (sets IsDeleted = true)
+await _unitOfWork.Customers.SoftDeleteAsync(id);
+await _unitOfWork.CompleteAsync();
+
+// Physical delete (use sparingly)
+await _unitOfWork.Customers.DeleteAsync(entity);
+await _unitOfWork.CompleteAsync();
+
+// Include deleted records in query
+var allCustomers = await _unitOfWork.Customers.GetAllAsync(ignoreQueryFilters: true);
+```
+
+### Bypassing Multi-Tenancy Filters
+
+Only for SuperAdmin users:
+```csharp
+// See all companies' data
+var allJobs = await _unitOfWork.Jobs.GetAllAsync(ignoreQueryFilters: true);
+```
+
+## Implemented Modules
+
+All modules below are fully implemented with controllers, views, and migrations applied.
+
+### Operations
+- **Jobs** — full lifecycle (16 statuses), worker assignment, time entries, rework tracking, shop access codes, job templates
+- **Quotes** — multi-item pricing engine, AI Photo Quoting (Anthropic Codex Sonnet 4.6), quote-to-job conversion, customer approval portal, online payment
+- **Invoices** — create from job, partial payments, voids, PDF download, email send; 1:1 Job→Invoice enforced by unique index
+- **Deposits** — record against customer/job/quote; auto-applied to invoices on creation; receipt PDF via QuestPDF
+- **Customers** — commercial and non-commercial types, pricing tiers, tax exempt flag + certificate upload, credit limits
+- **Oven Scheduler** — batch jobs into named ovens, capacity planning, suggested batches
+
+### Inventory & Purchasing
+- **Inventory** — stock tracking, transactions, reorder alerts, powder coverage/efficiency fields
+- **Vendors** — supplier management, payment terms, linked to inventory items
+- **Purchase Orders** — create/submit/receive POs, convert to vendor bills
+- **Accounts Payable** — vendor bills, AP ledger, payment tracking
+
+### Shop Management
+- **Shop Workers** — roles (Coater, Sandblaster, etc.), assignment to jobs and maintenance tasks
+- **Equipment & Maintenance** — equipment status lifecycle, scheduled/completed maintenance records
+- **Catalog Items** — pre-priced service catalog with default prices
+- **Pricing Tiers** — customer discount tiers; use `CompanyAdminOnly` policy (not `RequireAdministratorRole`)
+
+### Billing & Payments
+- **Stripe** — subscription plans, checkout sessions, customer portal, webhooks (`/stripe/webhook`)
+- **Stripe Connect** — embedded payments, OAuth flow for tenant onboarding
+- **Twilio SMS** — `ISmsService` fully implemented; webhook at `POST /Webhooks/TwilioSms`
+
+### Platform (SuperAdmin only)
+- **Platform Users** — create/manage SuperAdmin accounts
+- **Companies** — view/manage all tenant companies
+- **Seed Data** — manual seeding via Platform Management UI (not automatic)
+- **Subscription Plans** — `SubscriptionPlanConfig` controls per-plan limits and pricing
+
+### Other
+- **Help Center** — 14 fully-written articles at `Views/Help/`
+- **Setup Wizard** — 10-step onboarding wizard at `SetupWizardController`
+- **Reports** — 24 report actions including P&L, AR Aging, Powder Usage, Job Cycle Time, PDF exports
+- **Gift Certificates** — issue, redeem, track balance
+- **Announcements** — platform-wide announcements to tenants
+
+### Key Pricing Rules
+- Custom powder (no inventory item + `PowderToOrder` > 0): charge for the **full ordered quantity**, not just calculated usage
+- In-stock inventory powder: charge for calculated usage only (surface area × lbs/sqft × unit cost)
+- Tax exempt customers (`Customer.IsTaxExempt`): `TaxPercent` defaults to 0 on quote and invoice create; customer dropdown marks exempt customers with ★
+
+### Pricing Routing Flags — Must Stay In Sync Across All Three Layers
+
+`PricingCalculationService.CalculateQuoteItemPriceAsync` routes each item to the correct pricing path using boolean flags. **These flags MUST exist identically on `QuoteItem`, `JobItem`, and `CreateQuoteItemDto`, AND be mapped in all three `JobItemAssemblyService.CreateJobItem` overloads.**
+
+| Flag | Effect if missing on JobItem |
+|------|------------------------------|
+| `IsAiItem` | Job repriced as calculated item; oven cost double-charged on every save |
+| `IsGenericItem` | ManualUnitPrice ignored; price recalculated from surface area |
+| `IsLaborItem` | Item repriced at surface-area rate instead of hours × labor rate |
+| `IsSalesItem` | ManualUnitPrice ignored; item repriced using coat/surface math |
+
+**Checklist when adding a new pricing routing flag:**
+1. Add the property to `QuoteItem` (Core/Entities)
+2. Add the property to `JobItem` (Core/Entities)
+3. Add it to `CreateQuoteItemDto` (Application/DTOs)
+4. Add it to `JobItemSeed` (private class in JobItemAssemblyService)
+5. Map it in all three `JobItemAssemblyService.CreateJobItem` overloads
+6. Include it in every `existingItemsData` JSON block in job views (`Edit.cshtml`, `EditItems.cshtml`) and in all job controller actions that build `CreateQuoteItemDto` from a `JobItem`
+7. Add a migration if the field is new on a persisted entity
+8. The structural test `PricingRoutingFlags_ExistOnBothQuoteItemAndJobItem` in `JobItemAssemblyServiceTests` will fail until steps 1–3 are done — this is intentional
+
+### Branding
+- Application name: **Powder Coating Logix**
+- PCL logo: `wwwroot/images/pcl-logo.png` — used in sidebar header (when no tenant logo), login/register pages, sidebar footer
+- Sidebar footer always shows PCL logo linking to `http://www.powdercoatinglogix.com`
+- Tenant companies can upload their own logo (stored in Azure Blob `companylogos` container); it replaces the PCL logo in the sidebar header
+
+## Known Issues
+
+- Entity Framework warnings about global query filters on related entities (non-critical, informational only)
+
+## File Upload Configuration
+
+Limits defined in `AppConstants.cs`:
+- Max file size: 10 MB
+- Allowed extensions: jpg, jpeg, png, gif, pdf, doc, docx, xls, xlsx
+
+## Testing Strategy
+
+- **Unit Tests**: Test business logic in isolation
+- **Integration Tests**: Test full request pipeline with test database
+- Use xUnit framework
+- Mock `IUnitOfWork` in unit tests
+
+## Extending the System
+
+### Adding AI Features
+
+AI uses Anthropic Codex Sonnet 4.6 via `IAiQuoteService`. Configure the key under `AI:Anthropic:ApiKey` in `appsettings.json`.
+1. Create service interface in `Application/Interfaces/`
+2. Implement in `Infrastructure/Services/` calling the Anthropic client
+3. Inject into controllers via DI
+
+### SignalR Hubs
+
+Two hubs are already implemented and mapped in `Program.cs`:
+- `NotificationHub` → `/hubs/notifications` (company-scoped push notifications)
+- `ShopHub` → `/hubs/shop` (real-time shop floor updates)
+
+To add a new hub:
+1. Create hub class in `Web/Hubs/`
+2. Map hub in `Program.cs`: `app.MapHub<YourHub>("/hubpath")`
+3. Use JavaScript client in views to connect
+
+### Adding API Endpoints
+
+1. Create controller in `Api/Controllers/` with `[ApiController]` attribute
+2. Return `ActionResult<T>` types
+3. Use `[Authorize]` for protected endpoints
+4. Document with XML comments for Swagger
+
+## Project Dependencies
+
+Key NuGet packages:
+- **AutoMapper 16.0.0**: Entity-to-DTO mapping
+- **Entity Framework Core 8.0.11**: ORM and database access
+- **Serilog.AspNetCore 8.0.3**: Structured logging
+- **Microsoft.AspNetCore.Identity.UI 8.0.11**: Authentication
+- **Swashbuckle.AspNetCore 7.2.0**: API documentation (API project)
+
+## Security Considerations
+
+- Password requirements: 8+ chars, uppercase, lowercase, digit
+- HTTPS enforced in production
+- SQL injection prevented by EF Core parameterization
+- XSS protection via Razor encoding
+- CSRF tokens on all forms (automatic with ASP.NET Core)
+- Sensitive settings (connection strings, API keys) should use User Secrets in development and Azure Key Vault in production
+
+## Active design work
+A visual redesign is in progress. If the user asks about UI changes, dashboard/jobs/board styling, or the new design tokens, read `design_handoff_pcl_redesign/README.md` and follow `design_handoff_pcl_redesign/AGENTS.md` for that work.

CLAUDE.md

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

Directory.Build.props

@@ -0,0 +1,11 @@
+<Project>
+  <PropertyGroup>
+    <!--
+      NCalc2 2.1.0 -> Antlr4 4.6.4 -> Antlr4.Runtime -> NETStandard.Library 1.6.0 pulls in
+      old package versions that trigger NU1605 downgrade warnings when publishing for linux-x64.
+      These are harmless false positives — .NET 8 supplies all of these natively at runtime.
+      Suppressing NU1605 here is cleaner than pinning every affected transitive package individually.
+    -->
+    <NoWarn>$(NoWarn);NU1605</NoWarn>
+  </PropertyGroup>
+</Project>

TODO.txt

@@ -1,226 +0,0 @@
-Shop Management App TO DO List
-==============================
--Add feature to prep for events where we can generate coupons or gift certificates in bulk
-
-Duplication refactor memory
-C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
-
-Current memory
-C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
-
-
-
--Google review request email after a job
--Check my ChatGPT chat about surface area for a few solid ideas for the system
--Fix up approve/decline messages between customer and user on quote approval feature
-
-Done and need testing
-=====================
--Add sorting to all grids
--Add searching to all grids
--Add Workers to the system
--Allow jobs to be assigned to workers
--Add Shop Job Board display to show in the shop
--Added quick edits on a few pages
--Fix job page customer drop down.  It's only showing business names and not individuals
--Add country drop down on customer edit and add pages
--Conver customer once quote accepted not complete
--Add Dashboard page
-	-Low Inventory Warnings display
-	-Overdue jobs
-	-Todays Jobs
--new quote button on customer page doesnt pre-select customer
--Add customer job history page
--Profiles can now change from a light theme to a dark theme as well as other appearance changes
--Date format can be customized per profile
--Timezone can now be changed per profile
--Have company logos stored in the database with the other company information
--Add Company Name under Logo in navbar
--Make logo bigger
--Update create quote page to show names of individual customers or company name depending on which type it is
--Validate that the company has entered operating costs before allowing the quote page to be loaded
--Make phone number and contact required on quotes for new prospects
--Move the create quote button to the right side of the screen to be consistent with other pages
--Add setting for tax exempt on customer
--Added tax certificate upload as well
--Add shop minimum to quoting system and company settings
--Add Rush Job Fee (customizable in company settings)
--Add ability to quick change the status on the job listing and record who changed the status.
--Deactivating company should NOT allow any users to login at all.
--Allow superadmins to create company users/managers
--Add a print quote button
--Add a download PDF button for quotes
--When adding users, also create worker records
--Add quick update to all view pages
--Add Mobile layouts
--Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
--Add ability to upload job photos
--Allow photo uploads for jobs before and after photos
--Added Log Viewer
--Added Seed Data option for super admins that will assist during testing
--Add an item list with prices for repeat parts and such
--Add manual data seeding that super admins can use to seed a company one at a time if needed
--Add Log Viewer for Super Admins
--Quotes cleaned up quite a bit and calculations and style changed
--Approving a Quote will now auto-create a Job and link back to the quote it came from.
--Job Items now appear on the Job Screen with the line items from the quote
--Job items can be edited
--Add a way to convert a quote into a job
--Add multiple item types to add to a quote
-	1. Pre-Defined item that we can choose from our product list
-	2. Batch items where we enter the square footage manually as well as the quantity
--Add Quickbooks import for customers and price lists (Desktop and Online)
--Custom Order Powder not saving or displaying properly on quuote page
--Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
--Add Randomizer Wheel
--Add Quickbooks format export for
-	-Customers
-	-Product Catalog
-	-Invoices
--Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
--Add a Shop Supplies operating cost that will be used on quote calculations
--Fix Quote screen, only Powder showing in item dropdown.  Need to get all items in an IsCoating category showing up.
--Update everywhere that uses tax rate to read and use this setting
--Add ability to export a full price list for known items
--Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
--Update the inventory screen to not duplicate color name fields and the like
--Add option for metric system
--Add Bulk Upload for
-	-Powder
-	-Product Catalog
-	-Customer Data
--Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
--Allow shops to put employee days off on the calendar as well
--Fix and Verify user permissions are honored
--Run a full security check on the application
--Add support for multi stage coatings on an item
--Fix Seed Data routines to track errors better and continue past error imports
--Add ability to complete a job and enter actual time and materials used
--Add export for all data to CSV format
--Check calendar resizing with the browser.  It's off a bit
--Add ability to apply discounts
--Remove powder from inventory when completeing a job
--Add color change ability for appointment types
--Add code to honor the rush charge on a quote
--Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
--Add ability to add sq ft to product catalog item for powder estimation
--Add better UX design for validation errors and such
-	 Option 1: Change "ModelOnly" to "All" (1 line change)                                                                                                                                                                                                                                                                                                                  - Shows all validation errors at top of form in red alert box
-			- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"                                                                                                                                                                                                                                                                                     
-	Option 2: Add inline validation (more complex)
-			- Show error messages right next to the problematic field
-				- Better UX but requires adding validation spans to dynamic fields
-
-	Option 3: Toast notifications (requires new library/code)
-			- Modern popup notifications for success/error messages
-			- Would need to add a toast library (like Toastr) and wire it up
--Add Import/Export for Company Settings
--Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
--Allow recurring scheduled maintenance
--Let's show scheduled maintenence on the job schedule as well.  At the top of the screen
--Make sure maintenence shows on the calendar list view.
--Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
--Add support for multiple ovens in operating costs
--Display oven selected on quote and job detail pages
--Allow user to choose an oven on a quote, and have it follow through to a job
--Check for any old and outdated code and DB fields!
--Add ability to email a quote
--Add email capabilities
--Add search on super admin companies screen
--Set limits on job photos per app tier
--Check subscription signup page to make sure the selected subscription is actually saved.
--Don't seed the product catalog on a new user
--Check to make sure subscription page has quotes and all fields on it
--Allow customizing of the quote sheets and invoices (If we do them)
--Add feature to allow username changes
--Fix quickbooks imports based on files Colton sent
--Add thicker border around input fields to signify they are text boxes
--Check to make sure emails get sent when a quote is created
--Add buttons to send emails manually if needed
--Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
--Add ability to modify items on jobs
--Swap quoting page to use modals to add items to segregate it a bit better.
--Build account ledger/transaction summary view
--Add security for financial pages
--Allow opening balances for accounts
--Create P&L and other reports
--Allow receipet upload on expenses and bills
--Download PDF for invoices throws and error
--Emailing invoice doesn't seem to trigger
--When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
--When doing anything that sends mail, prompt the user to alert them a message will be sent
--Create a setup wizard for new users that will walk through system setup.  Allow re-running later.
-	-Check Workflow steps in wizard, might need adjusting
-	-Account Summary, use permanent alert for info message at bottom
-	-Add steps so that the new user can customize the data lookups and re-order them
--Reorder menu to work better
--Add ability to print a job invoice once completed
--Add ability to email a job invoice
--Integrate invoicing/billing/reports
--Add customer portal to approve quotes from a link for now.  We can do a full login later.
--Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
--Add tagging options for quotes and jobs (user driven)
--Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well?  We'd have to add a good
-  description of WHY the user should add some tags though.
--Inventory forecasting might be worth looking into
--Build some AI powder usage predictions into the system
--AI Production Scheduling - Batching enough parts together to fill the oven automagically
--Update dashboard to show some $$$ fields
--Update Setup Wizard
--Update the Setup Checklist
--Modify system to keep running balances of all accounts
-- Make sure ALL job updates refresh the Shop Display
--Add multiple item types to add to a quote
-AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
--Integration with stripe or square to accept online paymens from our users customers.
--AI Assistant for help
--Allow customer filtering on quotes and jobs
--New job page blanks when validation fails
--Can we keep track of which users have completed the setup wizard?
--Make sure we're tracking logins.  I see a user logged on, but the company health page states they have never logged in.
--Allow printing blank work orders (model after the SCP Powder Coating blank work order)
--IDEA:  Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
--Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
--Add images to product catalog items for easily identification of parts
--Look into possibly having AI scan a product catalog and suggest prices for items.
--Add Oven and Add Blasting Setup don't work in Setup Wizard
--When scanning inventory QR Code, there is no cancel button
--Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
--Add SMS capabilities
--Lookup not working 100% correct.  If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
--Lookup Modal not showing ALL matches.  Maybe make scrollable
--Pickup cure information from TDS Sheet if not found by AI Search
--ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible.  It's not clear that new info has been added to the modal for all customers
--Inventory Lookup not always finding price for Columbia Coatings
--Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
--Need to allow deleting of powder usage entries, or at least editing in case of a goof up
--Still random weird characters on a bunch of pages.  Intake button for example on the jobs screen shows: Intake ✓
-
-5/7/2026
--When editing a job/quote item from catalog, pre-select the item chosen please
--Move buttons to right side of job details page
--When completing a job, pull in powder usage already entered
--Fix invoice due date to match terms selected
--Invoice Status should not show on PDF unless PAID
--If we start with a job, shop supplies is not being added to the items
--If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
--Customer approval page doesn't show all charges (Oven time missing?)
--Time Logging default user to logged in user
--Add Print Invoice button or allow viewing the PDF
--If an invoice is voided, I cant create a new one from a job.  Show voided invoice as history, but allow creating a new one.
--If a completed job is changed after an invoice is created, we need to update the invoice.  Also need to be able to modify an invoice to add a discount or similar after it's created
--Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
--Support entering multiple email addresses (comma seperated) in each field
--If no email on file, then prompt for address to send to.
--When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
--When choosing a prospect for a quote, we need  way to consent and enable SMS for them
-
-Ideas Removed
-=======================
--Add Deactivate Customer button on Customer Detail page
-
-
-Logins:
-rich@r2r.com/Ragz2Richs123!
-
-rich@cannon.com/Cannon123!

TODO.txt.bak

@@ -1,226 +0,0 @@
-Shop Management App TO DO List
-==============================
--When editing a job/quote item from catalog, pre-select the item chosen please
--Move buttons to right side of job details page
--When completing a job, pull in powder usage already entered
--Fix invoice due date to match terms selected
--Invoice Status should not show on PDF unless PAID
--If we start with a job, shop supplies is not being added to the items
--If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
--Customer approval page doesn't show all charges (Oven time missing?)
--Time Logging default user to logged in user
--Add Print Invoice button or allow viewing the PDF
--If an invoice is voided, I cant create a new one from a job.  Show voided invoice as history, but allow creating a new one.
--If a completed job is changed after an invoice is created, we need to update the invoice.  Also need to be able to modify an invoice to add a discount or similar after it's created
--Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
--Support entering multiple email addresses (comma seperated) in each field
--If no email on file, then prompt for address to send to.
--When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
--When choosing a prospect for a quote, we need  way to consent and enable SMS for them
-
-
-
-
-Duplication refactor memory
-C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
-
-Current memory
-C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
-
-
-
--Google review request email after a job
--Check my ChatGPT chat about surface area for a few solid ideas for the system
--Fix up approve/decline messages between customer and user on quote approval feature
-
-Done and need testing
-=====================
--Add sorting to all grids
--Add searching to all grids
--Add Workers to the system
--Allow jobs to be assigned to workers
--Add Shop Job Board display to show in the shop
--Added quick edits on a few pages
--Fix job page customer drop down.  It's only showing business names and not individuals
--Add country drop down on customer edit and add pages
--Conver customer once quote accepted not complete
--Add Dashboard page
-	-Low Inventory Warnings display
-	-Overdue jobs
-	-Todays Jobs
--new quote button on customer page doesnt pre-select customer
--Add customer job history page
--Profiles can now change from a light theme to a dark theme as well as other appearance changes
--Date format can be customized per profile
--Timezone can now be changed per profile
--Have company logos stored in the database with the other company information
--Add Company Name under Logo in navbar
--Make logo bigger
--Update create quote page to show names of individual customers or company name depending on which type it is
--Validate that the company has entered operating costs before allowing the quote page to be loaded
--Make phone number and contact required on quotes for new prospects
--Move the create quote button to the right side of the screen to be consistent with other pages
--Add setting for tax exempt on customer
--Added tax certificate upload as well
--Add shop minimum to quoting system and company settings
--Add Rush Job Fee (customizable in company settings)
--Add ability to quick change the status on the job listing and record who changed the status.
--Deactivating company should NOT allow any users to login at all.
--Allow superadmins to create company users/managers
--Add a print quote button
--Add a download PDF button for quotes
--When adding users, also create worker records
--Add quick update to all view pages
--Add Mobile layouts
--Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
--Add ability to upload job photos
--Allow photo uploads for jobs before and after photos
--Added Log Viewer
--Added Seed Data option for super admins that will assist during testing
--Add an item list with prices for repeat parts and such
--Add manual data seeding that super admins can use to seed a company one at a time if needed
--Add Log Viewer for Super Admins
--Quotes cleaned up quite a bit and calculations and style changed
--Approving a Quote will now auto-create a Job and link back to the quote it came from.
--Job Items now appear on the Job Screen with the line items from the quote
--Job items can be edited
--Add a way to convert a quote into a job
--Add multiple item types to add to a quote
-	1. Pre-Defined item that we can choose from our product list
-	2. Batch items where we enter the square footage manually as well as the quantity
--Add Quickbooks import for customers and price lists (Desktop and Online)
--Custom Order Powder not saving or displaying properly on quuote page
--Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
--Add Randomizer Wheel
--Add Quickbooks format export for
-	-Customers
-	-Product Catalog
-	-Invoices
--Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
--Add a Shop Supplies operating cost that will be used on quote calculations
--Fix Quote screen, only Powder showing in item dropdown.  Need to get all items in an IsCoating category showing up.
--Update everywhere that uses tax rate to read and use this setting
--Add ability to export a full price list for known items
--Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
--Update the inventory screen to not duplicate color name fields and the like
--Add option for metric system
--Add Bulk Upload for
-	-Powder
-	-Product Catalog
-	-Customer Data
--Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
--Allow shops to put employee days off on the calendar as well
--Fix and Verify user permissions are honored
--Run a full security check on the application
--Add support for multi stage coatings on an item
--Fix Seed Data routines to track errors better and continue past error imports
--Add ability to complete a job and enter actual time and materials used
--Add export for all data to CSV format
--Check calendar resizing with the browser.  It's off a bit
--Add ability to apply discounts
--Remove powder from inventory when completeing a job
--Add color change ability for appointment types
--Add code to honor the rush charge on a quote
--Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
--Add ability to add sq ft to product catalog item for powder estimation
--Add better UX design for validation errors and such
-	 Option 1: Change "ModelOnly" to "All" (1 line change)                                                                                                                                                                                                                                                                                                                  - Shows all validation errors at top of form in red alert box
-			- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"                                                                                                                                                                                                                                                                                     
-	Option 2: Add inline validation (more complex)
-			- Show error messages right next to the problematic field
-				- Better UX but requires adding validation spans to dynamic fields
-
-	Option 3: Toast notifications (requires new library/code)
-			- Modern popup notifications for success/error messages
-			- Would need to add a toast library (like Toastr) and wire it up
--Add Import/Export for Company Settings
--Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
--Allow recurring scheduled maintenance
--Let's show scheduled maintenence on the job schedule as well.  At the top of the screen
--Make sure maintenence shows on the calendar list view.
--Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
--Add support for multiple ovens in operating costs
--Display oven selected on quote and job detail pages
--Allow user to choose an oven on a quote, and have it follow through to a job
--Check for any old and outdated code and DB fields!
--Add ability to email a quote
--Add email capabilities
--Add search on super admin companies screen
--Set limits on job photos per app tier
--Check subscription signup page to make sure the selected subscription is actually saved.
--Don't seed the product catalog on a new user
--Check to make sure subscription page has quotes and all fields on it
--Allow customizing of the quote sheets and invoices (If we do them)
--Add feature to allow username changes
--Fix quickbooks imports based on files Colton sent
--Add thicker border around input fields to signify they are text boxes
--Check to make sure emails get sent when a quote is created
--Add buttons to send emails manually if needed
--Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
--Add ability to modify items on jobs
--Swap quoting page to use modals to add items to segregate it a bit better.
--Build account ledger/transaction summary view
--Add security for financial pages
--Allow opening balances for accounts
--Create P&L and other reports
--Allow receipet upload on expenses and bills
--Download PDF for invoices throws and error
--Emailing invoice doesn't seem to trigger
--When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
--When doing anything that sends mail, prompt the user to alert them a message will be sent
--Create a setup wizard for new users that will walk through system setup.  Allow re-running later.
-	-Check Workflow steps in wizard, might need adjusting
-	-Account Summary, use permanent alert for info message at bottom
-	-Add steps so that the new user can customize the data lookups and re-order them
--Reorder menu to work better
--Add ability to print a job invoice once completed
--Add ability to email a job invoice
--Integrate invoicing/billing/reports
--Add customer portal to approve quotes from a link for now.  We can do a full login later.
--Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
--Add tagging options for quotes and jobs (user driven)
--Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well?  We'd have to add a good
-  description of WHY the user should add some tags though.
--Inventory forecasting might be worth looking into
--Build some AI powder usage predictions into the system
--AI Production Scheduling - Batching enough parts together to fill the oven automagically
--Update dashboard to show some $$$ fields
--Update Setup Wizard
--Update the Setup Checklist
--Modify system to keep running balances of all accounts
-- Make sure ALL job updates refresh the Shop Display
--Add multiple item types to add to a quote
-AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
--Integration with stripe or square to accept online paymens from our users customers.
--AI Assistant for help
--Allow customer filtering on quotes and jobs
--New job page blanks when validation fails
--Can we keep track of which users have completed the setup wizard?
--Make sure we're tracking logins.  I see a user logged on, but the company health page states they have never logged in.
--Allow printing blank work orders (model after the SCP Powder Coating blank work order)
--IDEA:  Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
--Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
--Add images to product catalog items for easily identification of parts
--Look into possibly having AI scan a product catalog and suggest prices for items.
--Add Oven and Add Blasting Setup don't work in Setup Wizard
--When scanning inventory QR Code, there is no cancel button
--Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
--Add SMS capabilities
--Lookup not working 100% correct.  If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
--Lookup Modal not showing ALL matches.  Maybe make scrollable
--Pickup cure information from TDS Sheet if not found by AI Search
--ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible.  It's not clear that new info has been added to the modal for all customers
--Inventory Lookup not always finding price for Columbia Coatings
--Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
--Need to allow deleting of powder usage entries, or at least editing in case of a goof up
--Still random weird characters on a bunch of pages.  Intake button for example on the jobs screen shows: Intake ✓
-
-Ideas Removed
-=======================
--Add Deactivate Customer button on Customer Detail page
-
-
-Logins:
-rich@r2r.com/Ragz2Richs123!
-
-rich@cannon.com/Cannon123!

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

@@ -44,6 +44,20 @@ namespace PowderCoating.Application.DTOs.Company
         /// <summary>True when the company has an accepted agreement for the current SmsTermsVersion.</summary>
         public bool HasCurrentSmsAgreement { get; set; }
         public string SmsTermsVersion { get; set; } = string.Empty;
+
+        // Timeclock settings
+        public bool TimeclockEnabled { get; set; }
+        public bool TimeclockAllowMultiplePunchesPerDay { get; set; }
+        public int? TimeclockAutoClockOutHours { get; set; }
+    }
+
+    /// <summary>DTO for updating company-level timeclock settings from the Settings tab.</summary>
+    public class UpdateTimeclockSettingsDto
+    {
+        public bool TimeclockEnabled { get; set; }
+        public bool TimeclockAllowMultiplePunchesPerDay { get; set; }
+        [Range(1, 24, ErrorMessage = "Auto clock-out must be between 1 and 24 hours.")]
+        public int? TimeclockAutoClockOutHours { get; set; }
     }
 
     /// <summary>
@@ -112,6 +126,7 @@ namespace PowderCoating.Application.DTOs.Company
 
         // Labor Rates
         public decimal StandardLaborRate { get; set; }
+        public decimal? LaborCostPerHour { get; set; }
         public decimal AdditionalCoatLaborPercent { get; set; }
 
         // Equipment Operating Costs
@@ -185,6 +200,10 @@ namespace PowderCoating.Application.DTOs.Company
         [Display(Name = "Standard Labor Rate ($/hr)")]
         public decimal StandardLaborRate { get; set; }
 
+        [Range(0, 10000, ErrorMessage = "Labor cost rate must be between 0 and 10,000")]
+        [Display(Name = "Shop Labor Cost Rate ($/hr)")]
+        public decimal? LaborCostPerHour { get; set; }
+
         [Range(0, 100, ErrorMessage = "Additional coat labor percent must be between 0 and 100")]
         [Display(Name = "Additional Coat Labor (%)")]
         public decimal AdditionalCoatLaborPercent { get; set; } = 30m;

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

@@ -0,0 +1,174 @@
+using System.ComponentModel.DataAnnotations;
+
+namespace PowderCoating.Application.DTOs.Company;
+
+// ============================================================================
+// LIST DTO - For Company Settings tab table
+// ============================================================================
+public class CustomItemTemplateListDto
+{
+    public int Id { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public string? Description { get; set; }
+    public string OutputMode { get; set; } = "FixedRate";
+    public int FieldCount { get; set; }
+    public decimal? DefaultRate { get; set; }
+    public string? RateLabel { get; set; }
+    public bool IsActive { get; set; }
+    public int DisplayOrder { get; set; }
+    public string? DiagramImagePath { get; set; }
+}
+
+// ============================================================================
+// FULL DTO - For Edit modal and formula evaluation
+// ============================================================================
+public class CustomItemTemplateDto
+{
+    public int Id { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public string? Description { get; set; }
+    public string OutputMode { get; set; } = "FixedRate";
+    public string FieldsJson { get; set; } = "[]";
+    public string Formula { get; set; } = string.Empty;
+    public decimal? DefaultRate { get; set; }
+    public string? RateLabel { get; set; }
+    public string? Notes { get; set; }
+    public int DisplayOrder { get; set; }
+    public bool IsActive { get; set; }
+    public string? DiagramImagePath { get; set; }
+}
+
+// ============================================================================
+// CREATE DTO
+// ============================================================================
+public class CreateCustomItemTemplateDto
+{
+    [Required]
+    [StringLength(100)]
+    public string Name { get; set; } = string.Empty;
+
+    [StringLength(500)]
+    public string? Description { get; set; }
+
+    /// <summary>"FixedRate" or "SurfaceAreaSqFt"</summary>
+    [Required]
+    public string OutputMode { get; set; } = "FixedRate";
+
+    /// <summary>JSON array of field definitions: [{name, label, unit, defaultValue}]</summary>
+    [Required]
+    public string FieldsJson { get; set; } = "[]";
+
+    [Required]
+    public string Formula { get; set; } = string.Empty;
+
+    public decimal? DefaultRate { get; set; }
+
+    [StringLength(50)]
+    public string? RateLabel { get; set; }
+
+    [StringLength(1000)]
+    public string? Notes { get; set; }
+
+    public int DisplayOrder { get; set; }
+    public bool IsActive { get; set; } = true;
+}
+
+// ============================================================================
+// UPDATE DTO
+// ============================================================================
+public class UpdateCustomItemTemplateDto
+{
+    public int Id { get; set; }
+
+    [Required]
+    [StringLength(100)]
+    public string Name { get; set; } = string.Empty;
+
+    [StringLength(500)]
+    public string? Description { get; set; }
+
+    [Required]
+    public string OutputMode { get; set; } = "FixedRate";
+
+    [Required]
+    public string FieldsJson { get; set; } = "[]";
+
+    [Required]
+    public string Formula { get; set; } = string.Empty;
+
+    public decimal? DefaultRate { get; set; }
+
+    [StringLength(50)]
+    public string? RateLabel { get; set; }
+
+    [StringLength(1000)]
+    public string? Notes { get; set; }
+
+    public int DisplayOrder { get; set; }
+    public bool IsActive { get; set; } = true;
+
+    /// <summary>Existing diagram path — kept if no new file is uploaded.</summary>
+    public string? DiagramImagePath { get; set; }
+}
+
+// ============================================================================
+// WIZARD PICKER DTO - Lean DTO for populating the quote wizard template list
+// ============================================================================
+public class CustomItemTemplatePickerDto
+{
+    public int Id { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public string? Description { get; set; }
+    public string OutputMode { get; set; } = "FixedRate";
+    public string FieldsJson { get; set; } = "[]";
+    public string Formula { get; set; } = string.Empty;
+    public decimal? DefaultRate { get; set; }
+    public string? RateLabel { get; set; }
+    public string? DiagramImagePath { get; set; }
+}
+
+// ============================================================================
+// AI GENERATION DTOs
+// ============================================================================
+public class GenerateFormulaFromAiRequest
+{
+    [Required]
+    public string Description { get; set; } = string.Empty;
+}
+
+public class GenerateFormulaFromAiResponse
+{
+    public bool Success { get; set; }
+    public string? Error { get; set; }
+    public string? Name { get; set; }
+    public string? OutputMode { get; set; }
+    public string? FieldsJson { get; set; }
+    public string? Formula { get; set; }
+    public decimal? DefaultRate { get; set; }
+    public string? RateLabel { get; set; }
+    public string? Reasoning { get; set; }
+
+    /// <summary>Result of running the formula with any sample values found in the description.</summary>
+    public decimal? VerificationResult { get; set; }
+    public string? VerificationInputs { get; set; }
+}
+
+// ============================================================================
+// FORMULA EVALUATION DTOs
+// ============================================================================
+public class EvaluateFormulaRequest
+{
+    [Required]
+    public string Formula { get; set; } = string.Empty;
+
+    /// <summary>JSON object of variable name → value pairs, e.g. {"box_l": 43, "rate": 0.05}</summary>
+    [Required]
+    public string VariablesJson { get; set; } = "{}";
+}
+
+public class EvaluateFormulaResponse
+{
+    public bool Success { get; set; }
+    public decimal? Result { get; set; }
+    public string? Error { get; set; }
+}

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

@@ -0,0 +1,78 @@
+namespace PowderCoating.Application.DTOs.Company;
+
+// ── Browse / card display ──────────────────────────────────────────────────
+
+/// <summary>Lean DTO for the community library browse grid card.</summary>
+public class FormulaLibraryCardDto
+{
+    public int Id { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public string? Description { get; set; }
+    public string OutputMode { get; set; } = "FixedRate";
+    public string? Tags { get; set; }
+    public string? IndustryHint { get; set; }
+    public string SourceCompanyName { get; set; } = string.Empty;
+    public int ImportCount { get; set; }
+    public DateTime SharedAt { get; set; }
+    public string? DiagramImagePath { get; set; }
+
+    /// <summary>Non-null when this formula was derived from another library entry.</summary>
+    public int? InspiredByFormulaLibraryItemId { get; set; }
+    public string? InspiredByName { get; set; }
+    public string? InspiredByCompanyName { get; set; }
+
+    /// <summary>True when the current company has already imported this entry.</summary>
+    public bool AlreadyImported { get; set; }
+
+    /// <summary>True when this formula was shared by the current browsing company.</summary>
+    public bool IsOwnFormula { get; set; }
+
+    /// <summary>Total thumbs-up votes across all companies.</summary>
+    public int ThumbsUp { get; set; }
+
+    /// <summary>Total thumbs-down votes across all companies.</summary>
+    public int ThumbsDown { get; set; }
+
+    /// <summary>The current browsing company's vote: true = up, false = down, null = no vote.</summary>
+    public bool? MyVote { get; set; }
+}
+
+// ── Full detail (import preview modal) ────────────────────────────────────
+
+/// <summary>Full DTO used in the import preview modal — shows fields and formula.</summary>
+public class FormulaLibraryDetailDto : FormulaLibraryCardDto
+{
+    public string FieldsJson { get; set; } = "[]";
+    public string Formula { get; set; } = string.Empty;
+    public decimal? DefaultRate { get; set; }
+    public string? RateLabel { get; set; }
+    public string? Notes { get; set; }
+    public int FieldCount { get; set; }
+}
+
+// ── Share from Company Settings ───────────────────────────────────────────
+
+/// <summary>Submitted when a company admin shares one of their templates to the community library.</summary>
+public class ShareFormulaRequest
+{
+    public int CustomItemTemplateId { get; set; }
+    public string? Tags { get; set; }
+    public string? IndustryHint { get; set; }
+}
+
+// ── Company Settings list view ─────────────────────────────────────────────
+
+/// <summary>Status of a template relative to the community library, shown in Company Settings.</summary>
+public class FormulaLibraryStatusDto
+{
+    /// <summary>The FormulaLibraryItem Id, if this template has ever been shared.</summary>
+    public int? LibraryItemId { get; set; }
+    public bool IsPublished { get; set; }
+
+    /// <summary>Whether this template is eligible to be shared (original or modified import).</summary>
+    public bool CanShare { get; set; }
+
+    /// <summary>Set when this template was imported; the name of the original library entry.</summary>
+    public string? ImportedFromName { get; set; }
+    public string? ImportedFromCompany { get; set; }
+}

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

@@ -0,0 +1,64 @@
+using System.ComponentModel.DataAnnotations;
+
+namespace PowderCoating.Application.DTOs.Customer;
+
+public class CustomerContactDto
+{
+    public int Id { get; set; }
+    public int CustomerId { get; set; }
+    public string FirstName { get; set; } = string.Empty;
+    public string? LastName { get; set; }
+    public string? Title { get; set; }
+    public string? ContactRole { get; set; }
+    public string? Email { get; set; }
+    public string? Phone { get; set; }
+    public string? MobilePhone { get; set; }
+    public string? Notes { get; set; }
+
+    public string DisplayName => string.IsNullOrWhiteSpace(LastName) ? FirstName : $"{FirstName} {LastName}";
+}
+
+public class CreateCustomerContactDto
+{
+    [Required(ErrorMessage = "First name is required.")]
+    [StringLength(100)]
+    [Display(Name = "First Name")]
+    public string FirstName { get; set; } = string.Empty;
+
+    [StringLength(100)]
+    [Display(Name = "Last Name")]
+    public string? LastName { get; set; }
+
+    [StringLength(100)]
+    [Display(Name = "Job Title")]
+    public string? Title { get; set; }
+
+    [StringLength(50)]
+    [Display(Name = "Role")]
+    public string? ContactRole { get; set; }
+
+    [EmailAddress]
+    [StringLength(200)]
+    [Display(Name = "Email")]
+    public string? Email { get; set; }
+
+    [Phone]
+    [StringLength(20)]
+    [Display(Name = "Phone")]
+    public string? Phone { get; set; }
+
+    [Phone]
+    [StringLength(20)]
+    [Display(Name = "Mobile Phone")]
+    public string? MobilePhone { get; set; }
+
+    [StringLength(500)]
+    [Display(Name = "Notes")]
+    public string? Notes { get; set; }
+}
+
+public class UpdateCustomerContactDto : CreateCustomerContactDto
+{
+    public int Id { get; set; }
+    public int CustomerId { get; set; }
+}

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/Customer/CustomerDtos.cs

@@ -36,6 +36,16 @@ public class CustomerDto
     public bool NotifyBySms { get; set; }
     public DateTime? SmsConsentedAt { get; set; }
     public string? SmsConsentMethod { get; set; }
+
+    // CRM
+    public string? LeadSource { get; set; }
+
+    // Ship-to address
+    public string? ShipToAddress { get; set; }
+    public string? ShipToCity { get; set; }
+    public string? ShipToState { get; set; }
+    public string? ShipToZipCode { get; set; }
+    public string? ShipToCountry { get; set; }
 }
 
 public class CreateCustomerDto : IValidatableObject
@@ -115,6 +125,31 @@ public class CreateCustomerDto : IValidatableObject
     [StringLength(2000)]
     public string? GeneralNotes { get; set; }
 
+    [Display(Name = "How did you find us?")]
+    [StringLength(100)]
+    public string? LeadSource { get; set; }
+
+    // Ship-to / alternate address
+    [Display(Name = "Ship-To Street Address")]
+    [StringLength(500)]
+    public string? ShipToAddress { get; set; }
+
+    [Display(Name = "City")]
+    [StringLength(100)]
+    public string? ShipToCity { get; set; }
+
+    [Display(Name = "State")]
+    [StringLength(50)]
+    public string? ShipToState { get; set; }
+
+    [Display(Name = "Zip Code")]
+    [StringLength(20)]
+    public string? ShipToZipCode { get; set; }
+
+    [Display(Name = "Country")]
+    [StringLength(100)]
+    public string? ShipToCountry { get; set; }
+
     [Display(Name = "Notify by Email")]
     public bool NotifyByEmail { get; set; } = true;
 

src/PowderCoating.Application/DTOs/Equipment/EquipmentDtos.cs

@@ -20,7 +20,7 @@ public class EquipmentDto
     public string StatusDisplay { get; set; } = string.Empty;
     public string? Location { get; set; }
 
-    public int RecommendedMaintenanceIntervalDays { get; set; }
+    public int? RecommendedMaintenanceIntervalDays { get; set; }
     public DateTime? LastMaintenanceDate { get; set; }
     public DateTime? NextScheduledMaintenance { get; set; }
     public int? DaysUntilMaintenance { get; set; }
@@ -101,7 +101,7 @@ public class CreateEquipmentDto
 
     [Range(1, 3650, ErrorMessage = "Maintenance interval must be between 1 and 3650 days")]
     [Display(Name = "Recommended Maintenance Interval (Days)")]
-    public int RecommendedMaintenanceIntervalDays { get; set; }
+    public int? RecommendedMaintenanceIntervalDays { get; set; }
 
     [Display(Name = "Last Maintenance Date")]
     public DateTime? LastMaintenanceDate { get; set; }

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

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

src/PowderCoating.Application/DTOs/Import/JobImportDto.cs

@@ -21,6 +21,11 @@ public class JobImportDto
     [Name("CustomerName")]
     public string? CustomerName { get; set; }
 
+    // Optional short label for the job (maps directly to Job.Description).
+    // When blank, the system falls back to SpecialInstructions, then "Imported job".
+    [Name("Description")]
+    public string? Description { get; set; }
+
     [Name("Status")]
     public string Status { get; set; } = "Pending";
 

src/PowderCoating.Application/DTOs/Import/ShopWorkerImportDto.cs

@@ -1,28 +0,0 @@
-using CsvHelper.Configuration.Attributes;
-
-namespace PowderCoating.Application.DTOs.Import;
-
-/// <summary>
-/// DTO for importing shop workers from CSV files.
-/// Valid Role values: GeneralLabor, Sandblaster, Coater, Masker, QualityControl, OvenOperator, Supervisor, Maintenance
-/// </summary>
-public class ShopWorkerImportDto
-{
-    [Name("Name")]
-    public string Name { get; set; } = string.Empty;
-
-    [Name("Role")]
-    public string Role { get; set; } = "GeneralLabor";
-
-    [Name("Phone")]
-    public string? Phone { get; set; }
-
-    [Name("Email")]
-    public string? Email { get; set; }
-
-    [Name("IsActive")]
-    public bool? IsActive { get; set; }
-
-    [Name("Notes")]
-    public string? Notes { get; set; }
-}

src/PowderCoating.Application/DTOs/Inventory/InventoryDtos.cs

@@ -68,6 +68,7 @@ public class InventoryListDto
     public string? CategoryName { get; set; }
     public string Category { get; set; } = string.Empty; // Legacy field
     public string? ColorName { get; set; }
+    public string? Location { get; set; }
     public decimal QuantityOnHand { get; set; }
     public string UnitOfMeasure { get; set; } = "lbs";
     public decimal ReorderPoint { get; set; }

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

@@ -33,6 +33,10 @@ public class InvoiceDto
     public string? CustomerEmail { get; set; }
     public string? CustomerPhone { get; set; }
     public string? CustomerMobilePhone { get; set; }
+    public string? CustomerAddress { get; set; }
+    public string? CustomerCity { get; set; }
+    public string? CustomerState { get; set; }
+    public string? CustomerZipCode { get; set; }
     public bool CustomerNotifyByEmail { get; set; }
     public bool CustomerNotifyBySms { get; set; }
     public string? PreparedById { get; set; }
@@ -53,6 +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; }
@@ -84,6 +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>
@@ -101,6 +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; }
@@ -137,6 +140,13 @@ public class CreateJobDto
     [Display(Name = "Oven")]
     public int? OvenCostId { get; set; }
 
+    [Display(Name = "Batches")]
+    [Range(1, 999)]
+    public int OvenBatches { get; set; } = 1;
+
+    [Display(Name = "Cycle Time (min)")]
+    public int? OvenCycleMinutes { get; set; }
+
     [Required(ErrorMessage = "Description is required")]
     [StringLength(2000, ErrorMessage = "Description cannot exceed 2000 characters")]
     [Display(Name = "Description")]
@@ -159,6 +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")]
@@ -208,6 +219,16 @@ public class UpdateJobDto
     [Display(Name = "Assigned Worker")]
     public string? AssignedUserId { get; set; }
 
+    [Display(Name = "Oven")]
+    public int? OvenCostId { get; set; }
+
+    [Display(Name = "Batches")]
+    [Range(1, 999)]
+    public int OvenBatches { get; set; } = 1;
+
+    [Display(Name = "Cycle Time (min)")]
+    public int? OvenCycleMinutes { get; set; }
+
     [Required(ErrorMessage = "Description is required")]
     [StringLength(2000, ErrorMessage = "Description cannot exceed 2000 characters")]
     [Display(Name = "Description")]
@@ -234,6 +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")]
@@ -308,7 +330,11 @@ public class JobItemDto
     public bool IsGenericItem { get; set; }
     public bool IsLaborItem { get; set; }
     public bool IsSalesItem { get; set; }
+    public bool IsAiItem { get; set; }
     public string? Sku { get; set; }
+    public bool IsCustomFormulaItem { get; set; }
+    public int? CustomItemTemplateId { get; set; }
+    public string? FormulaFieldValuesJson { get; set; }
     public List<JobItemCoatDto> Coats { get; set; } = new();
     public List<JobItemPrepServiceDto> PrepServices { get; set; } = new();
 }
@@ -381,6 +407,7 @@ public class JobItemCoatDto
     public decimal? PowderCostPerLb { get; set; }
     public decimal? PowderToOrder { get; set; }
     public decimal? ActualPowderUsedLbs { get; set; }  // Filled during job completion
+    public bool NoExtraLayerCharge { get; set; }
     public string? Notes { get; set; }
 }
 
@@ -389,7 +416,7 @@ public class CompleteJobDto
 {
     public int JobId { get; set; }
     public decimal? ActualTimeSpentHours { get; set; }
-    public List<JobItemCoatUsageDto> CoatUsages { get; set; } = new();
+    public List<JobPowderUsageDto> PowderUsages { get; set; } = new();
     public bool SendEmailToCustomer { get; set; } = false;
 }
 
@@ -400,10 +427,10 @@ public class SendJobSmsRequest
     public string Message { get; set; } = string.Empty;
 }
 
-// DTO for tracking actual powder usage per coat
-public class JobItemCoatUsageDto
+// DTO for tracking actual powder usage per inventory item (color) for the whole job
+public class JobPowderUsageDto
 {
-    public int JobItemCoatId { get; set; }
+    public int InventoryItemId { get; set; }
     public decimal? ActualPowderUsedLbs { get; set; }
 }
 
@@ -468,6 +495,7 @@ public class ReworkRecordDto
     public decimal ActualReworkCost { get; set; }
     public bool IsBillableToCustomer { get; set; }
     public string? BillingNotes { get; set; }
+    public PowderCoating.Core.Enums.ReworkPricingType? ReworkPricingType { get; set; }
 
     public PowderCoating.Core.Enums.ReworkStatus Status { get; set; }
     public string StatusDisplay { get; set; } = string.Empty;
@@ -493,6 +521,11 @@ public class CreateReworkRecordDto
     public decimal EstimatedReworkCost { get; set; }
     public bool IsBillableToCustomer { get; set; }
     public string? BillingNotes { get; set; }
+
+    // Rework job creation (opt-in)
+    public bool CreateReworkJob { get; set; }
+    public List<int>? ReworkJobItemIds { get; set; }  // null = not creating a job
+    public PowderCoating.Core.Enums.ReworkPricingType? ReworkPricingType { get; set; }
 }
 
 public class UpdateReworkRecordDto
@@ -515,6 +548,9 @@ public class JobEditItemsViewModel
     public string JobNumber { get; set; } = string.Empty;
     public int? CustomerId { get; set; }
     public decimal TaxPercent { get; set; }
+    public int? OvenCostId { get; set; }
+    public int OvenBatches { get; set; } = 1;
+    public int? OvenCycleMinutes { get; set; }
     public List<CreateQuoteItemDto> JobItems { get; set; } = new();
 }
 

src/PowderCoating.Application/DTOs/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)]
@@ -475,6 +478,11 @@ public class QuoteItemDto
 
     public bool IsAiItem { get; set; }
 
+    // Custom formula item
+    public bool IsCustomFormulaItem { get; set; }
+    public int? CustomItemTemplateId { get; set; }
+    public string? FormulaFieldValuesJson { get; set; }
+
     // Cost breakdown snapshot
     public decimal ItemMaterialCost { get; set; }
     public decimal ItemLaborCost { get; set; }
@@ -559,6 +567,11 @@ public class CreateQuoteItemDto
 
     // ID of the AiItemPrediction record captured at analysis time (null for non-AI items)
     public int? AiPredictionId { get; set; }
+
+    // Custom formula item routing — see IsCustomFormulaItem in PricingCalculationService
+    public bool IsCustomFormulaItem { get; set; }
+    public int? CustomItemTemplateId { get; set; }
+    public string? FormulaFieldValuesJson { get; set; }
 }
 
 // ============================================================================
@@ -604,6 +617,11 @@ public class QuotePricingBreakdownDto
 
     public decimal SubtotalBeforeDiscount { get; set; }
 
+    public decimal PricingTierDiscountAmount { get; set; }
+    public decimal PricingTierDiscountPercent { get; set; }
+    public decimal QuoteDiscountAmount { get; set; }
+    public decimal QuoteDiscountPercent { get; set; }
+
     public decimal DiscountAmount { get; set; }
     public decimal DiscountPercent { get; set; }
 
@@ -796,6 +814,7 @@ public class QuoteItemCoatDto
     public decimal CoatMaterialCost { get; set; }
     public decimal CoatLaborCost { get; set; }
     public decimal CoatTotalCost { get; set; }
+    public bool NoExtraLayerCharge { get; set; }
     public string? Notes { get; set; }
 }
 
@@ -868,4 +887,9 @@ public class QuotePricingResult
 
     // Per-item results (same order as input items)
     public List<QuoteItemPricingResult> ItemResults { get; set; } = new();
+
+    // Pending Custom Powder Order preview — populated only when no "Custom Powder Order" item
+    // exists yet (first save scenario). Amount and color list let the UI show a preview row.
+    public decimal CustomPowderOrderAmount { get; set; }
+    public List<string> CustomPowderOrderColors { get; set; } = new();
 }

src/PowderCoating.Application/DTOs/ShopWorker/CreateShopWorkerDto.cs

@@ -1,27 +0,0 @@
-using System.ComponentModel.DataAnnotations;
-using PowderCoating.Core.Enums;
-
-namespace PowderCoating.Application.DTOs.ShopWorker;
-
-public class CreateShopWorkerDto
-{
-    [Required(ErrorMessage = "Worker name is required")]
-    [StringLength(100, ErrorMessage = "Name cannot exceed 100 characters")]
-    public string Name { get; set; } = string.Empty;
-
-    [Required(ErrorMessage = "Role is required")]
-    public ShopWorkerRole Role { get; set; } = ShopWorkerRole.GeneralLabor;
-
-    [Phone(ErrorMessage = "Invalid phone number format")]
-    [StringLength(20, ErrorMessage = "Phone cannot exceed 20 characters")]
-    public string? Phone { get; set; }
-
-    [EmailAddress(ErrorMessage = "Invalid email address format")]
-    [StringLength(100, ErrorMessage = "Email cannot exceed 100 characters")]
-    public string? Email { get; set; }
-
-    public bool IsActive { get; set; } = true;
-
-    [StringLength(500, ErrorMessage = "Notes cannot exceed 500 characters")]
-    public string? Notes { get; set; }
-}

src/PowderCoating.Application/DTOs/ShopWorker/ShopWorkerDto.cs

@@ -1,16 +0,0 @@
-using PowderCoating.Core.Enums;
-
-namespace PowderCoating.Application.DTOs.ShopWorker;
-
-public class ShopWorkerDto
-{
-    public int Id { get; set; }
-    public string Name { get; set; } = string.Empty;
-    public ShopWorkerRole Role { get; set; }
-    public string? Phone { get; set; }
-    public string? Email { get; set; }
-    public bool IsActive { get; set; }
-    public string? Notes { get; set; }
-    public DateTime CreatedAt { get; set; }
-    public DateTime? UpdatedAt { get; set; }
-}

src/PowderCoating.Application/DTOs/ShopWorker/UpdateShopWorkerDto.cs

@@ -1,29 +0,0 @@
-using System.ComponentModel.DataAnnotations;
-using PowderCoating.Core.Enums;
-
-namespace PowderCoating.Application.DTOs.ShopWorker;
-
-public class UpdateShopWorkerDto
-{
-    public int Id { get; set; }
-
-    [Required(ErrorMessage = "Worker name is required")]
-    [StringLength(100, ErrorMessage = "Name cannot exceed 100 characters")]
-    public string Name { get; set; } = string.Empty;
-
-    [Required(ErrorMessage = "Role is required")]
-    public ShopWorkerRole Role { get; set; }
-
-    [Phone(ErrorMessage = "Invalid phone number format")]
-    [StringLength(20, ErrorMessage = "Phone cannot exceed 20 characters")]
-    public string? Phone { get; set; }
-
-    [EmailAddress(ErrorMessage = "Invalid email address format")]
-    [StringLength(100, ErrorMessage = "Email cannot exceed 100 characters")]
-    public string? Email { get; set; }
-
-    public bool IsActive { get; set; }
-
-    [StringLength(500, ErrorMessage = "Notes cannot exceed 500 characters")]
-    public string? Notes { get; set; }
-}

src/PowderCoating.Application/DTOs/Subscription/SubscriptionPlanConfigDto.cs

@@ -26,6 +26,7 @@ public class SubscriptionPlanConfigDto
     public bool AllowAiInventoryAssist { get; set; }
     public bool AllowAiCatalogPriceCheck { get; set; }
     public bool AllowSms { get; set; }
+    public bool AllowCustomFormulas { get; set; }
     public bool IsActive { get; set; }
     public int SortOrder { get; set; }
 }
@@ -74,6 +75,7 @@ public class UpdateSubscriptionPlanConfigDto
     public bool AllowAiInventoryAssist { get; set; }
     public bool AllowAiCatalogPriceCheck { get; set; }
     public bool AllowSms { get; set; }
+    public bool AllowCustomFormulas { get; set; }
 
     public bool IsActive { get; set; }
 }

src/PowderCoating.Application/DTOs/Timeclock/TimeclockDtos.cs

@@ -0,0 +1,74 @@
+using PowderCoating.Core.Enums;
+
+namespace PowderCoating.Application.DTOs.Timeclock;
+
+public class EmployeeClockEntryDto
+{
+    public int Id { get; set; }
+    public string UserId { get; set; } = string.Empty;
+    public string UserDisplayName { get; set; } = string.Empty;
+    public DateTime ClockInTime { get; set; }
+    public DateTime? ClockOutTime { get; set; }
+    public decimal? HoursWorked { get; set; }
+    public ClockEntryType EntryType { get; set; } = ClockEntryType.Work;
+    public string? Notes { get; set; }
+    public bool IsOpen => ClockOutTime == null;
+}
+
+public class ClockInRequest
+{
+    public string? Notes { get; set; }
+}
+
+public class ClockOutRequest
+{
+    public int EntryId { get; set; }
+    public string? Notes { get; set; }
+}
+
+/// <summary>
+/// Request sent from the kiosk tablet — employee taps their tile and enters a PIN.
+/// The server determines whether to clock in or clock out based on the employee's open entry.
+/// </summary>
+public class KioskPunchRequest
+{
+    public string UserId { get; set; } = string.Empty;
+    public string Pin { get; set; } = string.Empty;
+}
+
+public class EditClockEntryRequest
+{
+    public int Id { get; set; }
+    public DateTime ClockInTime { get; set; }
+    public DateTime? ClockOutTime { get; set; }
+    public string? Notes { get; set; }
+}
+
+/// <summary>
+/// Sent when an employee clicks Break or Lunch to pause their work segment.
+/// The server closes the current Work entry and opens a Break/Lunch entry.
+/// </summary>
+public class GoOnBreakRequest
+{
+    /// <summary>Must be <see cref="ClockEntryType.Break"/> or <see cref="ClockEntryType.Lunch"/>.</summary>
+    public ClockEntryType BreakType { get; set; }
+}
+
+/// <summary>Manager request to create a time entry on behalf of any company employee.</summary>
+public class ManualEntryRequest
+{
+    public string UserId { get; set; } = string.Empty;
+    public DateTime ClockInTime { get; set; }
+    public DateTime? ClockOutTime { get; set; }
+    public string? Notes { get; set; }
+}
+
+/// <summary>Employee tile shown on the kiosk employee-selection grid.</summary>
+public class KioskEmployeeDto
+{
+    public string UserId { get; set; } = string.Empty;
+    public string DisplayName { get; set; } = string.Empty;
+    public string Initials { get; set; } = string.Empty;
+    /// <summary>True when the employee has an open clock entry right now.</summary>
+    public bool IsClockedIn { get; set; }
+}

src/PowderCoating.Application/DTOs/User/UserManagementDtos.cs

@@ -217,6 +217,10 @@ public class UpdateCompanyUserDto
     [Display(Name = "Active")]
     public bool IsActive { get; set; }
 
+    [Range(0, 10000, ErrorMessage = "Labor cost rate must be between 0 and 10,000")]
+    [Display(Name = "Labor Cost Rate ($/hr)")]
+    public decimal? LaborCostPerHour { get; set; }
+
     [Required(ErrorMessage = "Hire date is required")]
     [Display(Name = "Hire Date")]
     public DateTime HireDate { get; set; }

src/PowderCoating.Application/DTOs/Vendor/VendorDtos.cs

@@ -125,6 +125,8 @@ public class CreateVendorDto
 
     [Display(Name = "Default Expense Account")]
     public int? DefaultExpenseAccountId { get; set; }
+
+    public List<int> CategoryIds { get; set; } = new();
 }
 
 // ============================================================================
@@ -209,4 +211,6 @@ public class UpdateVendorDto
 
     [Display(Name = "Default Expense Account")]
     public int? DefaultExpenseAccountId { get; set; }
+
+    public List<int> CategoryIds { get; set; } = new();
 }

src/PowderCoating.Application/DTOs/Wizard/WizardDtos.cs

@@ -18,7 +18,8 @@ public class WizardProgressDto
     public bool IsStepSkipped(int step) => SkippedSteps.Contains(step);
     public bool IsStepTouched(int step) => IsStepDone(step) || IsStepSkipped(step);
 
-    public int CompletedCount => DoneSteps.Count + SkippedSteps.Count;
+    // Capped at TotalSteps so old step data from a larger wizard doesn't overflow the display.
+    public int CompletedCount => Math.Min(DoneSteps.Count + SkippedSteps.Count, TotalSteps);
     public int ProgressPercent => TotalSteps == 0 ? 0 : (int)Math.Round((double)CompletedCount / TotalSteps * 100);
 }
 

src/PowderCoating.Application/Interfaces/ICsvImportService.cs

@@ -136,18 +136,7 @@ public interface ICsvImportService
     /// </summary>
     Task<CsvImportResultDto> ImportVendorsAsync(Stream csvStream, int companyId);
 
-    /// <summary>
-    /// Generate a CSV template file for shop worker imports.
-    /// </summary>
-    byte[] GenerateShopWorkerTemplate();
-
-    /// <summary>
-    /// Import shop workers from a CSV stream.
-    /// Updates existing workers matched by Name; creates new ones otherwise.
-    /// </summary>
-    Task<CsvImportResultDto> ImportShopWorkersAsync(Stream csvStream, int companyId);
-
-    /// <summary>
+/// <summary>
     /// Generate a CSV template file for prep service imports.
     /// </summary>
     byte[] GeneratePrepServiceTemplate();

src/PowderCoating.Application/Interfaces/ICustomFormulaAiService.cs

@@ -0,0 +1,30 @@
+using PowderCoating.Application.DTOs.Company;
+
+namespace PowderCoating.Application.Interfaces;
+
+public interface ICustomFormulaAiService
+{
+    /// <summary>
+    /// Generates a NCalc formula, field list, and notes from a natural-language description
+    /// and an optional diagram image. Returns a <see cref="GenerateFormulaFromAiResponse"/>
+    /// ready to pre-fill the template editor.
+    /// </summary>
+    Task<GenerateFormulaFromAiResponse> GenerateFormulaAsync(
+        GenerateFormulaFromAiRequest request,
+        byte[]? imageBytes = null,
+        string? imageContentType = null);
+
+    /// <summary>
+    /// Evaluates a NCalc formula with the supplied variable map and returns the numeric result.
+    /// Safe server-side only — no user-controlled code execution.
+    /// </summary>
+    EvaluateFormulaResponse EvaluateFormula(EvaluateFormulaRequest request);
+
+    /// <summary>
+    /// Normalizes NCalc built-in function names to lowercase (IF→if, Abs→abs, etc.) then
+    /// attempts a parse-only evaluation to catch syntax errors before the formula is saved.
+    /// Returns the normalized formula string and a null error on success, or the original
+    /// formula and an error message on failure.
+    /// </summary>
+    (string NormalizedFormula, string? Error) NormalizeAndValidate(string formula);
+}

src/PowderCoating.Application/Interfaces/IFormulaLibraryService.cs

@@ -0,0 +1,61 @@
+using PowderCoating.Application.DTOs.Company;
+
+namespace PowderCoating.Application.Interfaces;
+
+/// <summary>
+/// Manages the community formula library: sharing, unsharing, importing, and browsing.
+/// </summary>
+public interface IFormulaLibraryService
+{
+    /// <summary>
+    /// Returns all published library entries, with AlreadyImported populated for the given company.
+    /// Optionally filters by search term, output mode, or industry hint.
+    /// </summary>
+    Task<IEnumerable<FormulaLibraryCardDto>> BrowseAsync(
+        int companyId,
+        string? search = null,
+        string? outputMode = null,
+        string? industryHint = null);
+
+    /// <summary>Full detail for the import preview modal, including field list and formula.</summary>
+    Task<FormulaLibraryDetailDto?> GetDetailAsync(int libraryItemId, int companyId);
+
+    /// <summary>
+    /// Publishes a company template to the community library.
+    /// If the template was previously shared and unpublished, re-publishes the existing row.
+    /// Updates the library entry fields from the current template state on re-share.
+    /// </summary>
+    Task<int> ShareAsync(int companyId, string userId, ShareFormulaRequest request);
+
+    /// <summary>Sets IsPublished = false. Existing imports are unaffected.</summary>
+    Task UnshareAsync(int libraryItemId, int companyId);
+
+    /// <summary>
+    /// Copies a library entry into the company's local CustomItemTemplate table.
+    /// If the company already has an import record for this entry, returns the existing template id.
+    /// </summary>
+    Task<int> ImportAsync(int libraryItemId, int companyId, string userId);
+
+    /// <summary>
+    /// Returns the library status for a given CustomItemTemplate — whether it is shared,
+    /// eligible to be shared, and where it was imported from if applicable.
+    /// </summary>
+    Task<FormulaLibraryStatusDto> GetTemplateLibraryStatusAsync(int templateId, int companyId);
+
+    /// <summary>
+    /// Nulls out DiagramImagePath on the FormulaLibraryItem and all imported copies
+    /// when a source template's diagram is removed. Call from CompanySettingsController
+    /// when a diagram is deleted or replaced.
+    /// </summary>
+    Task CascadeRemoveDiagramAsync(int sourceCustomItemTemplateId);
+
+    /// <summary>
+    /// Records or toggles a thumbs-up/down vote from the given company.
+    /// If the same vote already exists it is removed (toggle off).
+    /// If the opposite vote exists it is replaced.
+    /// Companies cannot rate their own formulas.
+    /// Returns the updated counts for the library entry.
+    /// </summary>
+    Task<(int ThumbsUp, int ThumbsDown, bool? MyVote)> RateAsync(
+        int libraryItemId, int companyId, bool isPositive);
+}

src/PowderCoating.Application/Interfaces/INotificationService.cs

@@ -91,4 +91,11 @@ public interface INotificationService
     /// Alert company staff when a Stripe chargeback (dispute) is opened on an invoice payment.
     /// </summary>
     Task NotifyChargebackAlertAsync(Invoice invoice, string disputeId, decimal amount, string reason);
+
+    /// <summary>
+    /// Sends an appointment reminder email to the linked customer (if opted in) and writes a
+    /// notification log row. Called by <see cref="PowderCoating.Web.BackgroundServices.AppointmentReminderBackgroundService"/>
+    /// when the reminder window opens. In-app bell notification is handled by the caller.
+    /// </summary>
+    Task NotifyAppointmentReminderAsync(Appointment appointment);
 }

src/PowderCoating.Application/Interfaces/IPdfService.cs

@@ -25,6 +25,12 @@ public interface IPdfService
         CompanyInfoDto companyInfo,
         QuoteTemplateSettingsDto? template = null);
 
+    Task<byte[]> GeneratePackingSlipPdfAsync(
+        InvoiceDto invoiceDto,
+        byte[]? companyLogo,
+        string? companyLogoContentType,
+        CompanyInfoDto companyInfo);
+
     Task<byte[]> GeneratePurchaseOrderPdfAsync(
         PurchaseOrderDto po,
         byte[]? companyLogo,
@@ -51,4 +57,10 @@ public interface IPdfService
         byte[]? companyLogo,
         string? companyLogoContentType,
         CompanyInfoDto companyInfo);
+
+    Task<byte[]> GenerateBulkGiftCertificatePdfAsync(
+        IList<GiftCertificateDto> certs,
+        byte[]? companyLogo,
+        string? companyLogoContentType,
+        CompanyInfoDto companyInfo);
 }

src/PowderCoating.Application/Interfaces/IQuotePricingAssemblyService.cs

@@ -13,4 +13,12 @@ public interface IQuotePricingAssemblyService
         int companyId,
         decimal? ovenRateOverride,
         DateTime createdAtUtc);
+
+    /// <summary>
+    /// Creates one <see cref="InventoryItem"/> (IsIncoming=true) per unique powder catalog entry
+    /// referenced by coats on the given quote, then links those coats to the new inventory records.
+    /// Must be called after a quote transitions to Approved status.
+    /// Safe to call multiple times — coats that already have an InventoryItemId are skipped.
+    /// </summary>
+    Task EnsureIncomingInventoryForApprovedQuoteAsync(int quoteId, int companyId);
 }

src/PowderCoating.Application/Interfaces/IStripeConnectService.cs

@@ -20,7 +20,6 @@ public interface IStripeConnectService
         decimal invoiceTotal,
         decimal surchargeAmount,
         string currency,
-        string customerEmail,
         string invoiceNumber,
         int invoiceId);
 
@@ -33,7 +32,6 @@ public interface IStripeConnectService
         decimal depositAmount,
         decimal surchargeAmount,
         string currency,
-        string customerEmail,
         string quoteNumber,
         int quoteId);
 }

src/PowderCoating.Application/Mappings/CustomItemTemplateProfile.cs

@@ -0,0 +1,41 @@
+using AutoMapper;
+using PowderCoating.Core.Entities;
+using PowderCoating.Application.DTOs.Company;
+
+namespace PowderCoating.Application.Mappings;
+
+public class CustomItemTemplateProfile : Profile
+{
+    public CustomItemTemplateProfile()
+    {
+        CreateMap<CustomItemTemplate, CustomItemTemplateListDto>()
+            .ForMember(dest => dest.FieldCount,
+                opt => opt.MapFrom(src => CountFields(src.FieldsJson)));
+
+        CreateMap<CustomItemTemplate, CustomItemTemplateDto>();
+
+        CreateMap<CustomItemTemplate, CustomItemTemplatePickerDto>();
+
+        CreateMap<CreateCustomItemTemplateDto, CustomItemTemplate>();
+
+        CreateMap<UpdateCustomItemTemplateDto, CustomItemTemplate>()
+            .ForMember(dest => dest.DiagramImagePath, opt => opt.Ignore()); // set by controller after blob upload
+
+        CreateMap<CustomItemTemplate, UpdateCustomItemTemplateDto>();
+    }
+
+    private static int CountFields(string fieldsJson)
+    {
+        try
+        {
+            var doc = System.Text.Json.JsonDocument.Parse(fieldsJson);
+            return doc.RootElement.ValueKind == System.Text.Json.JsonValueKind.Array
+                ? doc.RootElement.GetArrayLength()
+                : 0;
+        }
+        catch
+        {
+            return 0;
+        }
+    }
+}

src/PowderCoating.Application/Mappings/CustomerProfile.cs

@@ -41,5 +41,12 @@ public class CustomerProfile : Profile
                       opt => opt.MapFrom(src => !string.IsNullOrEmpty(src.ContactFirstName) || !string.IsNullOrEmpty(src.ContactLastName)
                           ? $"{src.ContactFirstName} {src.ContactLastName}".Trim()
                           : string.Empty));
+
+        // CustomerContact
+        CreateMap<CustomerContact, CustomerContactDto>();
+        CreateMap<CreateCustomerContactDto, CustomerContact>();
+        CreateMap<UpdateCustomerContactDto, CustomerContact>()
+            .ForMember(dest => dest.Id, opt => opt.Ignore()); // Id is set by the controller, not mapped
+        CreateMap<CustomerContact, UpdateCustomerContactDto>();
     }
 }

src/PowderCoating.Application/Mappings/FormulaLibraryProfile.cs

@@ -0,0 +1,35 @@
+using AutoMapper;
+using PowderCoating.Core.Entities;
+using PowderCoating.Application.DTOs.Company;
+
+namespace PowderCoating.Application.Mappings;
+
+public class FormulaLibraryProfile : Profile
+{
+    public FormulaLibraryProfile()
+    {
+        CreateMap<FormulaLibraryItem, FormulaLibraryCardDto>()
+            .ForMember(dest => dest.InspiredByName,
+                opt => opt.MapFrom(src => src.InspiredBy != null ? src.InspiredBy.Name : null))
+            .ForMember(dest => dest.InspiredByCompanyName,
+                opt => opt.MapFrom(src => src.InspiredBy != null ? src.InspiredBy.SourceCompanyName : null))
+            .ForMember(dest => dest.AlreadyImported, opt => opt.Ignore()); // set by service
+
+        CreateMap<FormulaLibraryItem, FormulaLibraryDetailDto>()
+            .IncludeBase<FormulaLibraryItem, FormulaLibraryCardDto>()
+            .ForMember(dest => dest.FieldCount,
+                opt => opt.MapFrom(src => CountFields(src.FieldsJson)));
+    }
+
+    private static int CountFields(string fieldsJson)
+    {
+        try
+        {
+            var doc = System.Text.Json.JsonDocument.Parse(fieldsJson);
+            return doc.RootElement.ValueKind == System.Text.Json.JsonValueKind.Array
+                ? doc.RootElement.GetArrayLength()
+                : 0;
+        }
+        catch { return 0; }
+    }
+}

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
@@ -29,6 +30,10 @@ public class InvoiceProfile : Profile
                 : null))
             .ForMember(d => d.CustomerPhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.Phone : null))
             .ForMember(d => d.CustomerMobilePhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.MobilePhone : null))
+            .ForMember(d => d.CustomerAddress, o => o.MapFrom(s => s.Customer != null ? s.Customer.Address : null))
+            .ForMember(d => d.CustomerCity, o => o.MapFrom(s => s.Customer != null ? s.Customer.City : null))
+            .ForMember(d => d.CustomerState, o => o.MapFrom(s => s.Customer != null ? s.Customer.State : null))
+            .ForMember(d => d.CustomerZipCode, o => o.MapFrom(s => s.Customer != null ? s.Customer.ZipCode : null))
             .ForMember(d => d.CustomerNotifyByEmail, o => o.MapFrom(s => s.Customer == null || s.Customer.NotifyByEmail))
             .ForMember(d => d.CustomerNotifyBySms, o => o.MapFrom(s => s.Customer != null && s.Customer.NotifyBySms))
             .ForMember(d => d.PreparedByName, o => o.MapFrom(s => s.PreparedBy != null

src/PowderCoating.Application/Mappings/JobProfile.cs

@@ -73,7 +73,7 @@ public class JobProfile : Profile
         // JobTimeEntry → JobTimeEntryDto
         CreateMap<JobTimeEntry, JobTimeEntryDto>()
             .ForMember(dest => dest.WorkerName, opt => opt.MapFrom(src =>
-                src.UserDisplayName ?? (src.Worker != null ? src.Worker.Name : string.Empty)));
+                src.UserDisplayName ?? string.Empty));
 
         // CreateJobDto to Job
         CreateMap<CreateJobDto, Job>()
@@ -196,7 +196,9 @@ public class JobProfile : Profile
             .ForMember(dest => dest.JobItemDescription,
                       opt => opt.MapFrom(src => src.JobItem != null ? src.JobItem.Description : null))
             .ForMember(dest => dest.ReworkJobNumber,
-                      opt => opt.MapFrom(src => src.ReworkJob != null ? src.ReworkJob.JobNumber : null));
+                      opt => opt.MapFrom(src => src.ReworkJob != null ? src.ReworkJob.JobNumber : null))
+            .ForMember(dest => dest.ReworkPricingType,
+                      opt => opt.MapFrom(src => src.ReworkPricingType));
 
         // Job → JobDto (rework fields)
         // (IsReworkJob and OriginalJobId map by convention; OriginalJobNumber needs explicit map — handled in controller)

src/PowderCoating.Application/Mappings/QuoteProfile.cs

@@ -159,6 +159,7 @@ public class QuoteProfile : Profile
             .ReverseMap()
             .ForMember(dest => dest.Quote, opt => opt.Ignore())
             .ForMember(dest => dest.CatalogItem, opt => opt.Ignore())
+            .ForMember(dest => dest.CustomItemTemplate, opt => opt.Ignore())
             .ForMember(dest => dest.Coats, opt => opt.Ignore())
             .ForMember(dest => dest.PrepServices, opt => opt.Ignore())
             .ForMember(dest => dest.CompanyId, opt => opt.Ignore())
@@ -180,6 +181,7 @@ public class QuoteProfile : Profile
             .ForMember(dest => dest.Coats, opt => opt.Ignore()) // Mapped separately
             .ForMember(dest => dest.PrepServices, opt => opt.Ignore()) // Mapped separately
             .ForMember(dest => dest.CatalogItem, opt => opt.Ignore())
+            .ForMember(dest => dest.CustomItemTemplate, opt => opt.Ignore()) // FK only; nav set by EF
             .ForMember(dest => dest.CompanyId, opt => opt.Ignore())
             .ForMember(dest => dest.CreatedAt, opt => opt.Ignore())
             .ForMember(dest => dest.UpdatedAt, opt => opt.Ignore())
@@ -190,7 +192,10 @@ public class QuoteProfile : Profile
             .ForMember(dest => dest.UpdatedBy, opt => opt.Ignore());
 
         // QuoteItem -> CreateQuoteItemDto (for Edit view)
+        // Coats and PrepServices must be mapped explicitly; convention-based collection mapping
+        // is unreliable for ICollection<T> → List<T2> with different element types.
         CreateMap<QuoteItem, CreateQuoteItemDto>()
+            .ForMember(dest => dest.Coats, opt => opt.MapFrom(src => src.Coats))
             .ForMember(dest => dest.PrepServices, opt => opt.MapFrom(src => src.PrepServices));
 
         // ============================================================================

src/PowderCoating.Application/Mappings/ShopWorkerProfile.cs

@@ -1,23 +0,0 @@
-using AutoMapper;
-using PowderCoating.Application.DTOs.ShopWorker;
-using PowderCoating.Core.Entities;
-
-namespace PowderCoating.Application.Mappings;
-
-public class ShopWorkerProfile : Profile
-{
-    public ShopWorkerProfile()
-    {
-        // Entity to DTO
-        CreateMap<ShopWorker, ShopWorkerDto>();
-
-        // DTO to Entity
-        CreateMap<CreateShopWorkerDto, ShopWorker>();
-        CreateMap<UpdateShopWorkerDto, ShopWorker>();
-
-        // Reverse mappings
-        CreateMap<ShopWorkerDto, ShopWorker>();
-        CreateMap<ShopWorker, CreateShopWorkerDto>();
-        CreateMap<ShopWorker, UpdateShopWorkerDto>();
-    }
-}

src/PowderCoating.Application/PowderCoating.Application.csproj

@@ -16,6 +16,7 @@
     <PackageReference Include="FluentValidation" Version="11.11.0" />
     <PackageReference Include="FluentValidation.DependencyInjectionExtensions" Version="11.11.0" />
     <PackageReference Include="Microsoft.Extensions.Logging.Abstractions" Version="10.0.0" />
+    <PackageReference Include="NCalc2" Version="2.1.0" />
 
     <PackageReference Include="QuestPDF" Version="2024.12.3" />
 

src/PowderCoating.Application/Services/JobItemAssemblyService.cs

@@ -4,8 +4,26 @@ using PowderCoating.Core.Entities;
 
 namespace PowderCoating.Application.Services;
 
+/// <summary>
+/// Converts quote/job data into persisted <see cref="JobItem"/>, <see cref="JobItemCoat"/>,
+/// and <see cref="JobItemPrepService"/> entities.
+///
+/// Three source types are supported, each with a matching overload:
+///   1. <see cref="CreateQuoteItemDto"/>  — quote wizard (new job from form data + fresh pricing result)
+///   2. <see cref="QuoteItem"/>           — quote-to-job conversion (copies a saved quote line)
+///   3. <see cref="JobItem"/>             — job duplication / template instantiation (copies an existing job line)
+///
+/// The private <see cref="JobItemSeed"/> / <see cref="JobItemCoatSeed"/> / <see cref="JobItemPrepServiceSeed"/>
+/// intermediary classes exist solely to give all three overload paths a single <see cref="BuildJobItem"/>
+/// construction site — avoiding subtle copy-paste drift where one overload forgets to copy a new field.
+/// </summary>
 public class JobItemAssemblyService : IJobItemAssemblyService
 {
+    /// <summary>
+    /// Creates a <see cref="JobItem"/> from a quote wizard DTO and a pre-calculated pricing result.
+    /// Used when creating a job directly from the job form or from an approved quote via the wizard.
+    /// Pricing is passed in separately because it was already computed upstream (CalculateQuoteItemPriceAsync).
+    /// </summary>
     public JobItem CreateJobItem(CreateQuoteItemDto source, int jobId, int companyId, QuoteItemPricingResult pricing, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -21,12 +39,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IsGenericItem = source.IsGenericItem,
                 IsLaborItem = source.IsLaborItem,
                 IsSalesItem = source.IsSalesItem,
+                IsAiItem = source.IsAiItem,
                 Sku = source.Sku,
                 ManualUnitPrice = source.ManualUnitPrice,
                 PowderCostOverride = source.PowderCostOverride,
                 UnitPrice = pricing.UnitPrice,
                 TotalPrice = pricing.TotalPrice,
-                LaborCost = pricing.TotalPrice * 0.4m,
+                LaborCost = pricing.LaborCost,
                 RequiresSandblasting = source.RequiresSandblasting,
                 RequiresMasking = source.RequiresMasking,
                 EstimatedMinutes = source.EstimatedMinutes,
@@ -34,13 +53,21 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IncludePrepCost = source.IncludePrepCost,
                 Complexity = source.Complexity,
                 AiTags = source.AiTags,
-                AiPredictionId = source.AiPredictionId
+                AiPredictionId = source.AiPredictionId,
+                IsCustomFormulaItem = source.IsCustomFormulaItem,
+                CustomItemTemplateId = source.CustomItemTemplateId,
+                FormulaFieldValuesJson = source.FormulaFieldValuesJson
             },
             jobId,
             companyId,
             createdAtUtc);
     }
 
+    /// <summary>
+    /// Builds <see cref="JobItemCoat"/> records from the coat DTOs in the quote wizard form.
+    /// PowderToOrder is recalculated server-side here (not trusted from the form) using surface area,
+    /// quantity, coverage, and transfer efficiency — the wizard's displayed value is for UI only.
+    /// </summary>
     public IReadOnlyList<JobItemCoat> CreateJobItemCoats(CreateQuoteItemDto source, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -61,7 +88,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                     TransferEfficiency = c.TransferEfficiency,
                     PowderCostPerLb = c.PowderCostPerLb,
                     PowderToOrder = CalculatePowderToOrder(c.PowderToOrder, source.SurfaceAreaSqFt, source.Quantity, c.CoverageSqFtPerLb, c.TransferEfficiency),
-                    Notes = c.Notes
+                    Notes = c.Notes,
+                    NoExtraLayerCharge = c.NoExtraLayerCharge
                 },
                 jobItemId,
                 companyId,
@@ -69,6 +97,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             .ToList() ?? [];
     }
 
+    /// <summary>
+    /// Builds <see cref="JobItemPrepService"/> records (sandblasting, masking, etc.) from the
+    /// quote wizard DTO. These are per-item prep steps with individual time estimates that feed
+    /// labor cost calculations and shop floor instructions.
+    /// </summary>
     public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(CreateQuoteItemDto source, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -84,6 +117,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             createdAtUtc);
     }
 
+    /// <summary>
+    /// Creates a <see cref="JobItem"/> by copying a saved <see cref="QuoteItem"/> during quote-to-job conversion.
+    /// Prices are taken directly from the quote snapshot — no repricing occurs — so the job starts with
+    /// exactly the amounts that were approved by the customer.
+    /// The first coat's color/finish is promoted to the job item's top-level fields for quick display
+    /// (details remain in the coat records).
+    /// </summary>
     public JobItem CreateJobItem(QuoteItem source, int jobId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -106,12 +146,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IsGenericItem = source.IsGenericItem,
                 IsLaborItem = source.IsLaborItem,
                 IsSalesItem = source.IsSalesItem,
+                IsAiItem = source.IsAiItem,
                 Sku = source.Sku,
                 ManualUnitPrice = source.ManualUnitPrice,
                 PowderCostOverride = source.PowderCostOverride,
                 UnitPrice = source.UnitPrice,
                 TotalPrice = source.TotalPrice,
-                LaborCost = source.TotalPrice * 0.4m,
+                LaborCost = source.ItemLaborCost,
                 RequiresSandblasting = source.RequiresSandblasting,
                 RequiresMasking = source.RequiresMasking,
                 EstimatedMinutes = source.EstimatedMinutes,
@@ -119,13 +160,22 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IncludePrepCost = source.IncludePrepCost,
                 Complexity = source.Complexity,
                 AiTags = source.AiTags,
-                AiPredictionId = source.AiPredictionId
+                AiPredictionId = source.AiPredictionId,
+                IsCustomFormulaItem = source.IsCustomFormulaItem,
+                CustomItemTemplateId = source.CustomItemTemplateId,
+                FormulaFieldValuesJson = source.FormulaFieldValuesJson
             },
             jobId,
             companyId,
             createdAtUtc);
     }
 
+    /// <summary>
+    /// Builds <see cref="JobItemCoat"/> records from a saved <see cref="QuoteItem"/> during quote-to-job conversion.
+    /// Coat appearance (color name, code, finish) is resolved from the linked <see cref="InventoryItem"/> if available,
+    /// because the inventory record is the canonical source of truth for a product's appearance —
+    /// the values typed into the quote form may be incomplete or informal.
+    /// </summary>
     public IReadOnlyList<JobItemCoat> CreateJobItemCoats(QuoteItem source, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -149,7 +199,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                         TransferEfficiency = c.TransferEfficiency,
                         PowderCostPerLb = c.PowderCostPerLb,
                         PowderToOrder = CalculatePowderToOrder(c.PowderToOrder, source.SurfaceAreaSqFt, source.Quantity, c.CoverageSqFtPerLb, c.TransferEfficiency),
-                        Notes = c.Notes
+                        Notes = c.Notes,
+                        NoExtraLayerCharge = c.NoExtraLayerCharge
                     },
                     jobItemId,
                     companyId,
@@ -158,6 +209,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             .ToList() ?? [];
     }
 
+    /// <summary>
+    /// Copies prep service records from a <see cref="QuoteItem"/> to a new job item during quote-to-job conversion.
+    /// </summary>
     public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(QuoteItem source, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -173,6 +227,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             createdAtUtc);
     }
 
+    /// <summary>
+    /// Creates a new <see cref="JobItem"/> by cloning an existing one — used for job templates
+    /// and rework duplication where an existing job line is reused on a new job.
+    /// Prices are copied as-is from the source; the job controller is responsible for repricing
+    /// if operating costs have changed since the original job was created.
+    /// </summary>
     public JobItem CreateJobItem(JobItem source, int jobId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -191,6 +251,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IsGenericItem = source.IsGenericItem,
                 IsLaborItem = source.IsLaborItem,
                 IsSalesItem = source.IsSalesItem,
+                IsAiItem = source.IsAiItem,
                 Sku = source.Sku,
                 ManualUnitPrice = source.ManualUnitPrice,
                 PowderCostOverride = source.PowderCostOverride,
@@ -204,13 +265,21 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 IncludePrepCost = source.IncludePrepCost,
                 Complexity = source.Complexity,
                 AiTags = source.AiTags,
-                AiPredictionId = source.AiPredictionId
+                AiPredictionId = source.AiPredictionId,
+                IsCustomFormulaItem = source.IsCustomFormulaItem,
+                CustomItemTemplateId = source.CustomItemTemplateId,
+                FormulaFieldValuesJson = source.FormulaFieldValuesJson
             },
             jobId,
             companyId,
             createdAtUtc);
     }
 
+    /// <summary>
+    /// Clones coat records from an existing <see cref="JobItem"/> onto a new job item.
+    /// PowderToOrder is copied verbatim (not recalculated) because the original job's powder
+    /// quantities may have been manually adjusted after initial calculation.
+    /// </summary>
     public IReadOnlyList<JobItemCoat> CreateJobItemCoats(JobItem source, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -231,7 +300,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                     TransferEfficiency = c.TransferEfficiency,
                     PowderCostPerLb = c.PowderCostPerLb,
                     PowderToOrder = c.PowderToOrder,
-                    Notes = c.Notes
+                    Notes = c.Notes,
+                    NoExtraLayerCharge = c.NoExtraLayerCharge
                 },
                 jobItemId,
                 companyId,
@@ -239,6 +309,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             .ToList() ?? [];
     }
 
+    /// <summary>
+    /// Clones prep service records from an existing <see cref="JobItem"/> onto a new job item.
+    /// </summary>
     public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(JobItem source, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         ArgumentNullException.ThrowIfNull(source);
@@ -254,6 +327,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             createdAtUtc);
     }
 
+    /// <summary>
+    /// Single construction point for all <see cref="JobItem"/> creation paths.
+    /// Centralised here so that adding a new field only requires one code change, not three.
+    /// </summary>
     private static JobItem BuildJobItem(JobItemSeed seed, int jobId, int companyId, DateTime createdAtUtc)
     {
         return new JobItem
@@ -270,6 +347,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             IsGenericItem = seed.IsGenericItem,
             IsLaborItem = seed.IsLaborItem,
             IsSalesItem = seed.IsSalesItem,
+            IsAiItem = seed.IsAiItem,
             Sku = seed.Sku,
             ManualUnitPrice = seed.ManualUnitPrice,
             PowderCostOverride = seed.PowderCostOverride,
@@ -284,11 +362,17 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             Complexity = seed.Complexity,
             AiTags = seed.AiTags,
             AiPredictionId = seed.AiPredictionId,
+            IsCustomFormulaItem = seed.IsCustomFormulaItem,
+            CustomItemTemplateId = seed.CustomItemTemplateId,
+            FormulaFieldValuesJson = seed.FormulaFieldValuesJson,
             CompanyId = companyId,
             CreatedAt = createdAtUtc
         };
     }
 
+    /// <summary>
+    /// Single construction point for all <see cref="JobItemCoat"/> creation paths.
+    /// </summary>
     private static JobItemCoat BuildJobItemCoat(JobItemCoatSeed seed, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         return new JobItemCoat
@@ -306,11 +390,17 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             PowderCostPerLb = seed.PowderCostPerLb,
             PowderToOrder = seed.PowderToOrder,
             Notes = seed.Notes,
+            NoExtraLayerCharge = seed.NoExtraLayerCharge,
             CompanyId = companyId,
             CreatedAt = createdAtUtc
         };
     }
 
+    /// <summary>
+    /// Single construction point for all <see cref="JobItemPrepService"/> creation paths.
+    /// Returns an empty list (not null) when <paramref name="seeds"/> is null so callers
+    /// can safely iterate without a null check.
+    /// </summary>
     private static IReadOnlyList<JobItemPrepService> BuildJobItemPrepServices(IEnumerable<JobItemPrepServiceSeed>? seeds, int jobItemId, int companyId, DateTime createdAtUtc)
     {
         return seeds?
@@ -326,6 +416,18 @@ public class JobItemAssemblyService : IJobItemAssemblyService
             .ToList() ?? [];
     }
 
+    /// <summary>
+    /// Returns the pounds of powder needed to coat a batch, preferring the pre-stored value
+    /// (which the user may have manually adjusted in the wizard) over a fresh recalculation.
+    ///
+    /// Formula: (surfaceAreaSqFt × quantity) ÷ (coverageSqFtPerLb × transferEfficiency)
+    ///
+    /// Industry defaults are applied when catalog data is missing:
+    ///   - Coverage: 30 sqft/lb  (typical for standard powder at 2–3 mil DFT)
+    ///   - Transfer efficiency: 65% (industry average for electrostatic spray)
+    /// These are conservative defaults that slightly overestimate powder needed — intentional,
+    /// so the shop doesn't run short on a job.
+    /// </summary>
     private static decimal? CalculatePowderToOrder(decimal? storedPowderToOrder, decimal surfaceAreaSqFt, decimal quantity, decimal coverageSqFtPerLb, decimal transferEfficiency)
     {
         if (storedPowderToOrder.HasValue && storedPowderToOrder.Value > 0)
@@ -339,6 +441,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
         return Math.Round((surfaceAreaSqFt * quantity) / (coverage * efficiency), 2);
     }
 
+    /// <summary>
+    /// Resolves the display appearance (color name, code, finish) for a coat, preferring the linked
+    /// <see cref="InventoryItem"/>'s values over whatever was typed into the quote form.
+    /// The inventory record is the canonical source of truth — the form values are used as a fallback
+    /// only when no inventory item is linked (e.g. custom/one-off powder).
+    /// </summary>
     private static (string? ColorName, string? ColorCode, string? Finish) ResolveCoatAppearance(
         string? colorName,
         string? colorCode,
@@ -351,6 +459,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
         return (inventoryItem.Name, inventoryItem.ColorCode, inventoryItem.Finish);
     }
 
+    /// <summary>
+    /// Intermediate value object that normalises the three different source types
+    /// (DTO, QuoteItem, JobItem) into a single shape before the shared BuildJobItem factory method.
+    /// Using a seed class prevents subtle bugs where an overload forgets to map a new field.
+    /// </summary>
     private sealed class JobItemSeed
     {
         public string Description { get; init; } = string.Empty;
@@ -364,6 +477,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
         public bool IsGenericItem { get; init; }
         public bool IsLaborItem { get; init; }
         public bool IsSalesItem { get; init; }
+        public bool IsAiItem { get; init; }
         public string? Sku { get; init; }
         public decimal? ManualUnitPrice { get; init; }
         public decimal? PowderCostOverride { get; init; }
@@ -378,8 +492,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
         public string? Complexity { get; init; }
         public string? AiTags { get; init; }
         public int? AiPredictionId { get; init; }
+        public bool IsCustomFormulaItem { get; init; }
+        public int? CustomItemTemplateId { get; init; }
+        public string? FormulaFieldValuesJson { get; init; }
     }
 
+    /// <summary>Intermediate value object for coat creation — see <see cref="JobItemSeed"/> for rationale.</summary>
     private sealed class JobItemCoatSeed
     {
         public string CoatName { get; init; } = string.Empty;
@@ -394,8 +512,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
         public decimal? PowderCostPerLb { get; init; }
         public decimal? PowderToOrder { get; init; }
         public string? Notes { get; init; }
+        public bool NoExtraLayerCharge { get; init; }
     }
 
+    /// <summary>Intermediate value object for prep service creation — see <see cref="JobItemSeed"/> for rationale.</summary>
     private sealed class JobItemPrepServiceSeed
     {
         public int PrepServiceId { get; init; }

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);
+                });
+            }
         });
     }
 
@@ -1858,6 +1869,50 @@ public class PdfService : IPdfService
         });
     }
 
+    /// <summary>
+    /// Generates a multi-page PDF containing one gift certificate per page, all using the same
+    /// branded layout as the single-certificate download. Used for bulk print runs (car shows,
+    /// promotions) so staff can hand-cut and distribute a full batch from one print job.
+    /// </summary>
+    public async Task<byte[]> GenerateBulkGiftCertificatePdfAsync(
+        IList<GiftCertificateDto> certs,
+        byte[]? companyLogo,
+        string? companyLogoContentType,
+        CompanyInfoDto companyInfo)
+    {
+        QuestPDF.Settings.License = LicenseType.Community;
+        const string accent = "#7c3aed";
+        const string gold = "#b45309";
+
+        return await Task.Run(() =>
+        {
+            var doc = Document.Create(container =>
+            {
+                foreach (var cert in certs)
+                {
+                    container.Page(page =>
+                    {
+                        page.Size(PageSizes.Letter);
+                        page.Margin(0.75f, Unit.Inch);
+                        page.PageColor(Colors.White);
+                        page.DefaultTextStyle(x => x.FontSize(10).FontFamily("Arial"));
+
+                        page.Content().Element(c => ComposeGiftCertificateContent(c, cert, companyInfo, companyLogo, accent, gold));
+
+                        page.Footer().AlignCenter().Text(text =>
+                        {
+                            text.Span(companyInfo.CompanyName).FontSize(8).FontColor(Colors.Grey.Darken1);
+                            if (!string.IsNullOrWhiteSpace(companyInfo.Phone))
+                                text.Span($"  ·  {FormatPhoneNumber(companyInfo.Phone)}").FontSize(8).FontColor(Colors.Grey.Darken1);
+                        });
+                    });
+                }
+            });
+
+            return doc.GeneratePdf();
+        });
+    }
+
     /// <summary>
     /// Composes the gift certificate body with a decorative double-border frame (outer purple 3pt,
     /// inner gold 1pt) that gives the document a premium printed-certificate appearance. Inside the
@@ -2709,4 +2764,187 @@ public class PdfService : IPdfService
                 .FontColor(amount < 0 ? Colors.Red.Darken2 : Colors.Black);
         }
     }
+
+    // -----------------------------------------------------------------------
+    // Packing Slip
+    // -----------------------------------------------------------------------
+
+    /// <summary>
+    /// Generates a no-price packing slip PDF for the given invoice. Lists job items with
+    /// description, color, and quantity only — no unit prices or totals. Intended for
+    /// physical pickup/delivery paperwork where pricing should not be visible.
+    /// </summary>
+    public async Task<byte[]> GeneratePackingSlipPdfAsync(
+        InvoiceDto invoiceDto,
+        byte[]? companyLogo,
+        string? companyLogoContentType,
+        CompanyInfoDto companyInfo)
+    {
+        QuestPDF.Settings.License = LicenseType.Community;
+        const string accentColor = "#1e40af"; // blue
+
+        return await Task.Run(() =>
+        {
+            var document = Document.Create(container =>
+            {
+                container.Page(page =>
+                {
+                    page.Size(PageSizes.Letter);
+                    page.Margin(0.75f, Unit.Inch);
+                    page.PageColor(Colors.White);
+                    page.DefaultTextStyle(x => x.FontSize(10).FontFamily("Arial"));
+
+                    page.Header().Element(c => ComposePackingSlipHeader(c, companyLogo, companyInfo, accentColor, invoiceDto));
+                    page.Content().Element(c => ComposePackingSlipContent(c, invoiceDto, accentColor));
+                    page.Footer().AlignCenter().Text(text =>
+                    {
+                        text.Span("PACKING SLIP  |  ").FontSize(8).FontColor(Colors.Grey.Darken1);
+                        text.Span(companyInfo.CompanyName).FontSize(8).FontColor(Colors.Grey.Darken1);
+                        text.Span("  |  Page ").FontSize(8).FontColor(Colors.Grey.Darken1);
+                        text.CurrentPageNumber().FontSize(8).FontColor(Colors.Grey.Darken1);
+                        text.Span(" of ").FontSize(8).FontColor(Colors.Grey.Darken1);
+                        text.TotalPages().FontSize(8).FontColor(Colors.Grey.Darken1);
+                    });
+                });
+            });
+
+            return document.GeneratePdf();
+        });
+    }
+
+    /// <summary>
+    /// Header for the packing slip: company branding left, "PACKING SLIP" title + invoice/date info right.
+    /// </summary>
+    private void ComposePackingSlipHeader(IContainer container, byte[]? companyLogo, CompanyInfoDto companyInfo, string accentColor, InvoiceDto invoice)
+    {
+        container.Column(col =>
+        {
+            col.Item().Row(row =>
+            {
+                row.RelativeItem().Column(column =>
+                {
+                    if (companyLogo != null && companyLogo.Length > 0)
+                        column.Item().MaxHeight(60).Image(companyLogo);
+                    else
+                        column.Item().Text(companyInfo.CompanyName).FontSize(18).Bold().FontColor(accentColor);
+
+                    if (!string.IsNullOrWhiteSpace(companyInfo.Address))
+                        column.Item().Text(companyInfo.Address).FontSize(8).FontColor(Colors.Grey.Darken1);
+                    var cityLine = $"{companyInfo.City}{(!string.IsNullOrEmpty(companyInfo.City) && !string.IsNullOrEmpty(companyInfo.State) ? ", " : "")}{companyInfo.State} {companyInfo.ZipCode}".Trim();
+                    if (!string.IsNullOrWhiteSpace(cityLine))
+                        column.Item().Text(cityLine).FontSize(8).FontColor(Colors.Grey.Darken1);
+                    if (!string.IsNullOrWhiteSpace(companyInfo.Phone))
+                        column.Item().Text(FormatPhoneNumber(companyInfo.Phone)).FontSize(8).FontColor(Colors.Grey.Darken1);
+                    if (!string.IsNullOrWhiteSpace(companyInfo.PrimaryContactEmail))
+                        column.Item().Text(companyInfo.PrimaryContactEmail).FontSize(8).FontColor(Colors.Grey.Darken1);
+                });
+
+                row.RelativeItem().AlignRight().Column(column =>
+                {
+                    column.Item().Text("PACKING SLIP").FontSize(26).Bold().FontColor(accentColor);
+                    column.Item().Text($"Invoice #: {invoice.InvoiceNumber}").FontSize(9).Bold();
+                    column.Item().Text($"Date: {invoice.InvoiceDate:MMMM d, yyyy}").FontSize(9);
+                    if (!string.IsNullOrWhiteSpace(invoice.JobNumber))
+                        column.Item().Text($"Job #: {invoice.JobNumber}").FontSize(9);
+                });
+            });
+
+            col.Item().PaddingVertical(4).LineHorizontal(1).LineColor(accentColor);
+        });
+    }
+
+    /// <summary>
+    /// Body of the packing slip: customer info block, optional PO number, and an items table
+    /// showing description, color, and quantity — no prices.
+    /// </summary>
+    private void ComposePackingSlipContent(IContainer container, InvoiceDto invoice, string accentColor)
+    {
+        container.Column(col =>
+        {
+            // Customer info
+            col.Item().PaddingTop(12).Row(row =>
+            {
+                row.RelativeItem().Column(c =>
+                {
+                    c.Item().Text("PREPARED FOR").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
+                    c.Item().Text(invoice.CustomerName).Bold();
+                    if (!string.IsNullOrWhiteSpace(invoice.CustomerAddress))
+                        c.Item().Text(invoice.CustomerAddress).FontSize(9);
+                    var cityLine = $"{invoice.CustomerCity}{(!string.IsNullOrEmpty(invoice.CustomerCity) && !string.IsNullOrEmpty(invoice.CustomerState) ? ", " : "")}{invoice.CustomerState} {invoice.CustomerZipCode}".Trim();
+                    if (!string.IsNullOrWhiteSpace(cityLine))
+                        c.Item().Text(cityLine).FontSize(9);
+                    if (!string.IsNullOrWhiteSpace(invoice.CustomerPhone))
+                        c.Item().Text(FormatPhoneNumber(invoice.CustomerPhone)).FontSize(9);
+                });
+
+                if (!string.IsNullOrWhiteSpace(invoice.CustomerPO))
+                {
+                    row.ConstantItem(160).AlignRight().Column(c =>
+                    {
+                        c.Item().Text("PURCHASE ORDER").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
+                        c.Item().Text(invoice.CustomerPO).Bold();
+                    });
+                }
+            });
+
+            // Items table
+            col.Item().PaddingTop(16).Table(table =>
+            {
+                table.ColumnsDefinition(cols =>
+                {
+                    cols.RelativeColumn(5);
+                    cols.RelativeColumn(3);
+                    cols.RelativeColumn(1);
+                });
+
+                table.Header(h =>
+                {
+                    h.Cell().Background(accentColor).Padding(5).Text("Description").FontColor(Colors.White).Bold().FontSize(9);
+                    h.Cell().Background(accentColor).Padding(5).Text("Color / Finish").FontColor(Colors.White).Bold().FontSize(9);
+                    h.Cell().Background(accentColor).Padding(5).AlignCenter().Text("Qty").FontColor(Colors.White).Bold().FontSize(9);
+                });
+
+                var rowAlt = false;
+                foreach (var item in invoice.InvoiceItems.OrderBy(i => i.DisplayOrder))
+                {
+                    var bg = rowAlt ? Colors.Grey.Lighten4 : Colors.White;
+                    table.Cell().Background(bg).Padding(5).Column(c =>
+                    {
+                        c.Item().Text(item.Description).FontSize(9);
+                        if (!string.IsNullOrWhiteSpace(item.Notes))
+                            c.Item().Text(item.Notes).FontSize(8).FontColor(Colors.Grey.Darken1);
+                    });
+                    table.Cell().Background(bg).Padding(5).Text(item.ColorName ?? "—").FontSize(9);
+                    table.Cell().Background(bg).Padding(5).AlignCenter().Text(item.Quantity.ToString("G")).FontSize(9);
+                    rowAlt = !rowAlt;
+                }
+            });
+
+            // Notes (if any)
+            if (!string.IsNullOrWhiteSpace(invoice.Notes))
+            {
+                col.Item().PaddingTop(16).Column(c =>
+                {
+                    c.Item().Text("Notes").Bold().FontSize(9);
+                    c.Item().Text(invoice.Notes).FontSize(9).FontColor(Colors.Grey.Darken1);
+                });
+            }
+
+            // Received by signature line
+            col.Item().PaddingTop(32).Row(row =>
+            {
+                row.RelativeItem().Column(c =>
+                {
+                    c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
+                    c.Item().PaddingTop(2).Text("Received by / Date").FontSize(8).FontColor(Colors.Grey.Darken1);
+                });
+                row.ConstantItem(24);
+                row.RelativeItem().Column(c =>
+                {
+                    c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
+                    c.Item().PaddingTop(2).Text("Condition noted").FontSize(8).FontColor(Colors.Grey.Darken1);
+                });
+            });
+        });
+    }
 }

src/PowderCoating.Application/Services/PricingCalculationService.cs

@@ -220,6 +220,16 @@ public class PricingCalculationService : IPricingCalculationService
         };
     }
 
+    /// <summary>
+    /// Returns true when a coat requires ordering custom powder that is not in inventory.
+    /// Only coats with an explicit PowderToOrder quantity qualify — coats without a quantity
+    /// fall through to the standard surface-area pricing path in CalculateCoatPriceAsync.
+    /// </summary>
+    private static bool IsCustomPowderCoat(CreateQuoteItemCoatDto coat) =>
+        !coat.InventoryItemId.HasValue &&
+        coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0 &&
+        coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0;
+
     /// <summary>
     /// Calculates the total price for a single quote line item, routing to the correct pricing
     /// path based on item type:
@@ -288,6 +298,26 @@ public class PricingCalculationService : IPricingCalculationService
             };
         }
 
+        // Custom formula items (FixedRate mode): the wizard evaluated the NCalc formula server-side
+        // and stored the per-item result as ManualUnitPrice. Multiply by Quantity for the total,
+        // exactly like every other item type that uses ManualUnitPrice.
+        // SurfaceAreaSqFt mode: ManualUnitPrice is null; the formula produced sqft which was stored
+        // in SurfaceAreaSqFt, so the item falls through to the standard calculated path below.
+        if (item.IsCustomFormulaItem && item.ManualUnitPrice.HasValue)
+        {
+            var formulaUnitPrice = item.ManualUnitPrice.Value;
+            var formulaTotal = formulaUnitPrice * item.Quantity;
+            return new QuoteItemPricingResult
+            {
+                MaterialCost  = 0,
+                LaborCost     = 0,
+                EquipmentCost = 0,
+                ItemSubtotal  = formulaTotal,
+                UnitPrice     = formulaUnitPrice,
+                TotalPrice    = formulaTotal
+            };
+        }
+
         // Sales items (off-the-shelf merchandise) — manual unit price, no coating calculation.
         if (item.IsSalesItem && item.ManualUnitPrice.HasValue)
         {
@@ -312,6 +342,8 @@ public class PricingCalculationService : IPricingCalculationService
             {
                 for (int i = 0; i < item.Coats.Count; i++)
                 {
+                    // Custom powder material moves to the "Custom Powder Order" line item
+                    if (IsCustomPowderCoat(item.Coats[i])) continue;
                     var coatResult = await CalculateCoatPriceAsync(
                         item.Coats[i], 0m, item.Quantity, i, 0, companyId);
                     coatMaterialCost += coatResult.CoatMaterialCost;
@@ -413,7 +445,9 @@ public class PricingCalculationService : IPricingCalculationService
                 for (int ci = 0; ci < item.Coats.Count; ci++)
                 {
                     var coat = item.Coats[ci];
-                    if (!coat.InventoryItemId.HasValue && coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0)
+                    // Custom powder with PowderToOrder moves to the "Custom Powder Order" line item; skip here
+                    if (!coat.InventoryItemId.HasValue && coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0
+                        && !IsCustomPowderCoat(coat))
                     {
                         var coatResult = await CalculateCoatPriceAsync(coat, item.SurfaceAreaSqFt, item.Quantity, ci, 0, companyId);
                         totalMaterialCost += coatResult.CoatMaterialCost;
@@ -431,7 +465,8 @@ public class PricingCalculationService : IPricingCalculationService
             {
                 var firstCoatResult = await CalculateCoatPriceAsync(
                     item.Coats[0], item.SurfaceAreaSqFt, item.Quantity, 0, item.EstimatedMinutes, companyId);
-                totalMaterialCost = firstCoatResult.CoatMaterialCost;
+                // Custom powder material moves to the "Custom Powder Order" line item; keep the labor
+                totalMaterialCost = IsCustomPowderCoat(item.Coats[0]) ? 0m : firstCoatResult.CoatMaterialCost;
                 coatLaborCost     = firstCoatResult.CoatLaborCost;
                 totalLaborCost    = coatLaborCost;
             }
@@ -628,6 +663,49 @@ public class PricingCalculationService : IPricingCalculationService
         // 4. TOTAL ITEMS SUBTOTAL
         var itemsSubtotal = catalogItemsWithoutCoatsTotal + calculatedItemsSubtotal;
 
+        // Powder-to-order costs are excluded from individual item prices and collected in a
+        // "Custom Powder Order" line item added at save time. For live pricing previews (before
+        // save), add them back here so the displayed total stays correct throughout the session.
+        // Two coat types qualify: custom powder (no InventoryItemId, manual PowderCostPerLb) and
+        // incoming powder (InventoryItemId set, IsIncoming=true, cost from inventoryItem.UnitCost).
+        bool hasCustomPowderOrderItem = items.Any(i =>
+            i.IsGenericItem && i.Description?.StartsWith("Custom Powder Order") == true);
+        decimal customPowderOrderAmount = 0m;
+        var customPowderOrderColors = new List<string>();
+        if (!hasCustomPowderOrderItem)
+        {
+            foreach (var item in items.Where(i => i.Coats != null))
+            {
+                foreach (var c in item.Coats!)
+                {
+                    if (!c.InventoryItemId.HasValue &&
+                        c.PowderToOrder.HasValue && c.PowderToOrder.Value > 0 &&
+                        c.PowderCostPerLb.HasValue && c.PowderCostPerLb.Value > 0)
+                    {
+                        customPowderOrderAmount += c.PowderToOrder.Value * c.PowderCostPerLb.Value;
+                        if (!string.IsNullOrWhiteSpace(c.ColorName))
+                            customPowderOrderColors.Add(c.ColorName);
+                    }
+                    else if (c.InventoryItemId.HasValue && c.PowderToOrder.HasValue && c.PowderToOrder.Value > 0)
+                    {
+                        var invItem = await _unitOfWork.InventoryItems.GetByIdAsync(c.InventoryItemId.Value);
+                        if (invItem?.IsIncoming == true)
+                        {
+                            customPowderOrderAmount += c.PowderToOrder.Value * invItem.UnitCost;
+                            var colorName = !string.IsNullOrWhiteSpace(c.ColorName) ? c.ColorName : invItem.Name;
+                            if (!string.IsNullOrWhiteSpace(colorName))
+                                customPowderOrderColors.Add(colorName);
+                        }
+                    }
+                }
+            }
+            if (customPowderOrderAmount > 0)
+            {
+                itemsSubtotal += customPowderOrderAmount;
+                totalMaterialCosts += customPowderOrderAmount;
+            }
+        }
+
         // 4b. OVEN BATCH COST (quote-level: batches × cycle time × oven rate)
         // AI items already have oven cost baked into their AI-estimated price, so we only
         // charge the proportion of the oven that's attributable to non-AI items.
@@ -806,7 +884,11 @@ public class PricingCalculationService : IPricingCalculationService
             MaterialCosts = Math.Round(totalMaterialCosts, 2),
             LaborCosts = Math.Round(totalLaborCosts, 2),
             EquipmentCosts = Math.Round(totalEquipmentCosts, 2),
-            ItemResults = itemResults
+            ItemResults = itemResults,
+            CustomPowderOrderAmount = Math.Round(customPowderOrderAmount, 2),
+            CustomPowderOrderColors = customPowderOrderColors
+                .Distinct(StringComparer.OrdinalIgnoreCase)
+                .ToList()
         };
     }
 }

src/PowderCoating.Application/Services/QuotePricingAssemblyService.cs

@@ -6,6 +6,20 @@ using Microsoft.Extensions.Logging;
 
 namespace PowderCoating.Application.Services;
 
+/// <summary>
+/// Orchestrates the full quote item assembly pipeline: pricing calculation, entity construction,
+/// AI prediction tracking, and automatic inventory record creation for incoming powder orders.
+///
+/// This service sits above <see cref="PricingCalculationService"/> — it knows HOW to build and
+/// persist quote entities, while PricingCalculationService knows HOW to compute dollar amounts.
+/// Keeping them separate means pricing logic can be unit-tested without any entity construction concerns.
+///
+/// Key responsibilities:
+///   - <see cref="ApplyPricingSnapshot"/>  — stamps calculated totals onto the Quote entity so the
+///     displayed price is frozen at quote time and won't change if operating costs are updated later.
+///   - <see cref="CreateQuoteItemsAsync"/> — builds QuoteItem + coats + prep services for each DTO,
+///     records AI prediction overrides, and auto-creates incoming inventory records when needed.
+/// </summary>
 public class QuotePricingAssemblyService : IQuotePricingAssemblyService
 {
     private readonly IUnitOfWork _unitOfWork;
@@ -25,30 +39,48 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         _logger = logger;
     }
 
+    /// <summary>
+    /// Writes the calculated pricing breakdown onto the <see cref="Quote"/> entity as a snapshot.
+    /// Snapshots are critical: once a quote is sent to a customer, operating cost changes must NOT
+    /// silently alter the quoted amounts — the snapshot preserves what was presented at the time.
+    /// </summary>
     public void ApplyPricingSnapshot(Quote quote, QuotePricingResult pricingResult)
     {
         ArgumentNullException.ThrowIfNull(quote);
         ArgumentNullException.ThrowIfNull(pricingResult);
 
-        quote.MaterialCosts = pricingResult.MaterialCosts;
-        quote.LaborCosts = pricingResult.LaborCosts;
-        quote.EquipmentCosts = pricingResult.EquipmentCosts;
-        quote.ItemsSubtotal = pricingResult.ItemsSubtotal;
-        quote.OvenBatchCost = pricingResult.OvenBatchCost;
-        quote.ShopSuppliesAmount = pricingResult.ShopSuppliesAmount;
-        quote.ShopSuppliesPercent = pricingResult.ShopSuppliesPercent;
-        quote.OverheadAmount = pricingResult.OverheadCosts;
-        quote.OverheadPercent = pricingResult.OverheadPercent;
-        quote.ProfitMargin = pricingResult.ProfitMargin;
-        quote.ProfitPercent = pricingResult.ProfitPercent;
-        quote.SubTotal = pricingResult.SubtotalBeforeDiscount;
-        quote.DiscountPercent = pricingResult.DiscountPercent;
-        quote.DiscountAmount = pricingResult.DiscountAmount;
-        quote.RushFee = pricingResult.RushFee;
-        quote.TaxAmount = pricingResult.TaxAmount;
-        quote.Total = pricingResult.Total;
+        quote.MaterialCosts                = pricingResult.MaterialCosts;
+        quote.LaborCosts                   = pricingResult.LaborCosts;
+        quote.EquipmentCosts               = pricingResult.EquipmentCosts;
+        quote.ItemsSubtotal                = pricingResult.ItemsSubtotal;
+        quote.OvenBatchCost                = pricingResult.OvenBatchCost;
+        quote.FacilityOverheadCost         = pricingResult.FacilityOverheadCost;
+        quote.FacilityOverheadRatePerHour  = pricingResult.FacilityOverheadRatePerHour;
+        quote.ShopSuppliesAmount           = pricingResult.ShopSuppliesAmount;
+        quote.ShopSuppliesPercent          = pricingResult.ShopSuppliesPercent;
+        quote.OverheadAmount               = pricingResult.OverheadCosts;
+        quote.OverheadPercent              = pricingResult.OverheadPercent;
+        quote.ProfitMargin                 = pricingResult.ProfitMargin;
+        quote.ProfitPercent                = pricingResult.ProfitPercent;
+        quote.SubTotal                     = pricingResult.SubtotalBeforeDiscount;
+        quote.PricingTierDiscountAmount    = pricingResult.PricingTierDiscountAmount;
+        quote.PricingTierDiscountPercent   = pricingResult.PricingTierDiscountPercent;
+        quote.QuoteDiscountAmount          = pricingResult.QuoteDiscountAmount;
+        quote.QuoteDiscountPercent         = pricingResult.QuoteDiscountPercent;
+        quote.DiscountPercent              = pricingResult.DiscountPercent;
+        quote.DiscountAmount               = pricingResult.DiscountAmount;
+        quote.SubtotalAfterDiscount        = pricingResult.SubtotalAfterDiscount;
+        quote.RushFee                      = pricingResult.RushFee;
+        quote.TaxAmount                    = pricingResult.TaxAmount;
+        quote.Total                        = pricingResult.Total;
     }
 
+    /// <summary>
+    /// Builds and prices all <see cref="QuoteItem"/> entities from the incoming DTOs.
+    /// For each item: constructs the entity, calculates pricing, records whether the user overrode
+    /// an AI estimate, then attaches coats (including auto-creating incoming inventory entries when
+    /// the user selects a catalog powder not yet in their inventory) and prep services.
+    /// </summary>
     public async Task<IReadOnlyList<QuoteItem>> CreateQuoteItemsAsync(
         IEnumerable<CreateQuoteItemDto> itemDtos,
         int quoteId,
@@ -58,8 +90,9 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
     {
         ArgumentNullException.ThrowIfNull(itemDtos);
 
+        var dtoList = itemDtos.ToList();
         var items = new List<QuoteItem>();
-        foreach (var itemDto in itemDtos)
+        foreach (var itemDto in dtoList)
         {
             var item = BuildQuoteItem(itemDto, quoteId, companyId, createdAtUtc);
             await ApplyPricingAsync(item, itemDto, companyId, ovenRateOverride);
@@ -70,9 +103,27 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
             items.Add(item);
         }
 
+        // Option B: auto-create the Custom Powder Order item only on first save.
+        // Once user-owned, they manage its price (e.g. to add shipping) — we never overwrite it.
+        bool hasExistingCustomPowderOrder = dtoList.Any(d =>
+            d.IsGenericItem && d.Description?.StartsWith("Custom Powder Order") == true);
+        if (!hasExistingCustomPowderOrder)
+        {
+            var customPowderItem = await BuildCustomPowderOrderItemAsync(dtoList, quoteId, companyId, createdAtUtc);
+            if (customPowderItem != null)
+                items.Add(customPowderItem);
+        }
+
         return items;
     }
 
+    /// <summary>
+    /// Routes a single item to the correct pricing path and stamps the result onto the entity.
+    /// Priority order matches the routing table in <see cref="PricingCalculationService.CalculateQuoteItemPriceAsync"/>:
+    /// AI items → Sales items → Catalog (no coats) → full calculation engine.
+    /// Keeping pricing logic in PricingCalculationService means this method only decides WHICH
+    /// path to take, never HOW to compute the price.
+    /// </summary>
     private async Task ApplyPricingAsync(QuoteItem item, CreateQuoteItemDto itemDto, int companyId, decimal? ovenRateOverride)
     {
         if (itemDto.IsAiItem && itemDto.ManualUnitPrice.HasValue && itemDto.ManualUnitPrice.Value > 0)
@@ -91,6 +142,14 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
             return;
         }
 
+        if (itemDto.IsCustomFormulaItem && itemDto.ManualUnitPrice.HasValue)
+        {
+            item.UnitPrice = itemDto.ManualUnitPrice.Value;
+            item.TotalPrice = itemDto.ManualUnitPrice.Value * itemDto.Quantity;
+            _logger.LogInformation("Custom formula item (FixedRate) price: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
+            return;
+        }
+
         if (itemDto.CatalogItemId.HasValue)
         {
             if (itemDto.Coats != null && itemDto.Coats.Any())
@@ -120,6 +179,13 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         ApplyCalculatedPricing(item, pricing);
     }
 
+    /// <summary>
+    /// Builds <see cref="QuoteItemCoat"/> entities for a single item, including per-coat pricing.
+    /// When a coat references the platform catalog (<c>CatalogItemId</c> set), the ID is stored on
+    /// <see cref="QuoteItemCoat.PowderCatalogItemId"/> so that at <em>approval</em> time the system
+    /// can create exactly one <see cref="InventoryItem"/> per unique powder across all coats on the
+    /// quote (deduplication). No inventory is created during quote save.
+    /// </summary>
     private async Task<List<QuoteItemCoat>> BuildQuoteItemCoatsAsync(CreateQuoteItemDto itemDto, int companyId, DateTime createdAtUtc)
     {
         if (itemDto.Coats == null || itemDto.Coats.Count == 0)
@@ -130,8 +196,8 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         {
             var coatDto = itemDto.Coats[coatIndex];
 
-            if (coatDto.AddAsIncoming && coatDto.CatalogItemId.HasValue && !coatDto.InventoryItemId.HasValue)
-                coatDto.InventoryItemId = await CreateIncomingInventoryItemAsync(coatDto, companyId);
+            // Incoming-inventory creation is intentionally deferred to quote approval.
+            // PowderCatalogItemId is persisted on the coat entity for later use.
 
             var coat = BuildQuoteItemCoat(coatDto, companyId, createdAtUtc);
             var coatPricing = await _pricingService.CalculateCoatPriceAsync(
@@ -151,6 +217,7 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         return coats;
     }
 
+    /// <summary>Constructs <see cref="QuoteItemPrepService"/> entities from the item DTO's prep service list.</summary>
     private static List<QuoteItemPrepService> BuildQuoteItemPrepServices(CreateQuoteItemDto itemDto, int companyId, DateTime createdAtUtc)
     {
         if (itemDto.PrepServices == null || itemDto.PrepServices.Count == 0)
@@ -168,6 +235,11 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
             .ToList();
     }
 
+    /// <summary>
+    /// Constructs a bare <see cref="QuoteItem"/> entity from the DTO — no pricing or coats yet.
+    /// Pricing is applied separately by <see cref="ApplyPricingAsync"/> to keep the construction
+    /// and calculation steps distinct and individually testable.
+    /// </summary>
     private static QuoteItem BuildQuoteItem(CreateQuoteItemDto itemDto, int quoteId, int companyId, DateTime createdAtUtc)
     {
         return new QuoteItem
@@ -192,11 +264,15 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
             IsAiItem = itemDto.IsAiItem,
             AiTags = itemDto.AiTags,
             AiPredictionId = itemDto.AiPredictionId,
+            IsCustomFormulaItem = itemDto.IsCustomFormulaItem,
+            CustomItemTemplateId = itemDto.CustomItemTemplateId,
+            FormulaFieldValuesJson = itemDto.FormulaFieldValuesJson,
             CompanyId = companyId,
             CreatedAt = createdAtUtc
         };
     }
 
+    /// <summary>Constructs a <see cref="QuoteItemCoat"/> entity from the coat DTO. Per-coat pricing is applied by the caller.</summary>
     private static QuoteItemCoat BuildQuoteItemCoat(CreateQuoteItemCoatDto coatDto, int companyId, DateTime createdAtUtc)
     {
         return new QuoteItemCoat
@@ -204,6 +280,7 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
             CoatName = coatDto.CoatName,
             Sequence = coatDto.Sequence,
             InventoryItemId = coatDto.InventoryItemId,
+            PowderCatalogItemId = coatDto.CatalogItemId,
             ColorName = coatDto.ColorName,
             VendorId = coatDto.VendorId,
             ColorCode = coatDto.ColorCode,
@@ -212,12 +289,17 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
             TransferEfficiency = coatDto.TransferEfficiency,
             PowderCostPerLb = coatDto.PowderCostPerLb,
             PowderToOrder = coatDto.PowderToOrder,
+            NoExtraLayerCharge = coatDto.NoExtraLayerCharge,
             Notes = coatDto.Notes,
             CompanyId = companyId,
             CreatedAt = createdAtUtc
         };
     }
 
+    /// <summary>
+    /// Stamps the pricing result onto the quote item entity.
+    /// Broken out as a separate method because it's called from multiple branches of ApplyPricingAsync.
+    /// </summary>
     private static void ApplyCalculatedPricing(QuoteItem item, QuoteItemPricingResult pricing)
     {
         item.UnitPrice = pricing.UnitPrice;
@@ -227,6 +309,13 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         item.ItemEquipmentCost = pricing.EquipmentCost;
     }
 
+    /// <summary>
+    /// Checks whether the user changed the AI's surface area or price estimates before saving,
+    /// and sets <c>UserOverrodeEstimate = true</c> on the prediction record if they did.
+    /// This flag feeds the AI analytics reports — over time it reveals how accurate the AI is
+    /// and whether certain item types consistently need manual correction.
+    /// A tolerance of $0.01 / 0.01 sqft is used to ignore floating-point rounding noise.
+    /// </summary>
     private async Task UpdateAiPredictionOverrideAsync(CreateQuoteItemDto itemDto, decimal finalUnitPrice)
     {
         if (!itemDto.AiPredictionId.HasValue) return;
@@ -240,18 +329,37 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         prediction.UpdatedAt = DateTime.UtcNow;
     }
 
-    private async Task<int?> CreateIncomingInventoryItemAsync(CreateQuoteItemCoatDto coatDto, int companyId)
+    /// <summary>
+    /// Creates one "incoming" <see cref="InventoryItem"/> from a platform catalog entry.
+    /// Called at quote-approval time (not during quote save) so inventory records only appear
+    /// when a job is actually going to be created. The caller groups coats by
+    /// <c>PowderCatalogItemId</c> and calls this once per unique catalog item, preventing
+    /// duplicate records when the same powder appears on multiple items in the same quote.
+    ///
+    /// Category resolution prefers the company's "POWDER" category (CategoryCode=="POWDER")
+    /// so the item always lands in the right bucket regardless of how many IsCoating categories
+    /// the company has defined. Falls back to the lowest-DisplayOrder IsCoating category.
+    ///
+    /// AI augmentation fills in missing technical specs (cure temp/time, coverage, color families)
+    /// from the manufacturer product page. Best-effort — item is still created from catalog data
+    /// if the AI call fails.
+    /// </summary>
+    private async Task<int?> CreateIncomingInventoryItemAsync(int catalogItemId, int companyId)
     {
         try
         {
-            var catalogItem = await _unitOfWork.PowderCatalog.GetByIdAsync(coatDto.CatalogItemId!.Value);
+            var catalogItem = await _unitOfWork.PowderCatalog.GetByIdAsync(catalogItemId);
             if (catalogItem == null) return null;
 
             var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
-            var coatingCategory = categories
-                .Where(c => c.IsActive && c.IsCoating)
-                .OrderBy(c => c.DisplayOrder)
-                .FirstOrDefault();
+            // Prefer the canonical "POWDER" category so catalog-sourced items never land in an
+            // unrelated coating category (e.g. "Cerakote") that happens to have IsCoating=true.
+            var coatingCategory = categories.FirstOrDefault(c => c.IsActive && c.IsCoating
+                                      && c.CategoryCode.Equals("POWDER", StringComparison.OrdinalIgnoreCase))
+                               ?? categories
+                                      .Where(c => c.IsActive && c.IsCoating)
+                                      .OrderBy(c => c.DisplayOrder)
+                                      .FirstOrDefault();
 
             var vendors = await _unitOfWork.Vendors.GetAllAsync();
             var vendorNameLower = catalogItem.VendorName.ToLower();
@@ -356,17 +464,143 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
             await _unitOfWork.InventoryItems.AddAsync(item);
             await _unitOfWork.SaveChangesAsync();
 
-            coatDto.PowderCostPerLb = null;
-            _logger.LogInformation("Created incoming inventory item {Id} ({Name}) from catalog {CatalogId} via quote coat",
-                item.Id, item.Name, coatDto.CatalogItemId);
+            _logger.LogInformation("Created incoming inventory item {Id} ({Name}) from catalog {CatalogId} at quote approval",
+                item.Id, item.Name, catalogItemId);
 
             return item.Id;
         }
         catch (Exception ex)
         {
             _logger.LogWarning(ex, "Failed to create incoming inventory item from catalog {CatalogId}, continuing without inventory link",
-                coatDto.CatalogItemId);
+                catalogItemId);
             return null;
         }
     }
+
+    /// <summary>
+    /// Scans all coat DTOs for powder that must be ordered (custom or catalog-sourced) and returns a
+    /// single "Custom Powder Order" QuoteItem aggregating all material costs and color names.
+    /// Returns null when no such coats are found. Used by <see cref="CreateQuoteItemsAsync"/>
+    /// on the first save only — Option B means the user owns the price after creation.
+    ///
+    /// Coat types that qualify:
+    ///   - Custom powder: no InventoryItemId, manual PowderCostPerLb &gt; 0 (user-entered)
+    ///   - Catalog-sourced pending incoming: CatalogItemId set, no InventoryItemId, PowderCostPerLb
+    ///     pre-filled from catalog unit price (inventory creation deferred to approval)
+    ///   - Legacy path: InventoryItemId set and item.IsIncoming == true (pre-fix records)
+    /// </summary>
+    private async Task<QuoteItem?> BuildCustomPowderOrderItemAsync(
+        IReadOnlyList<CreateQuoteItemDto> itemDtos, int quoteId, int companyId, DateTime createdAtUtc)
+    {
+        var colorNames = new List<string>();
+        decimal totalCost = 0m;
+
+        foreach (var itemDto in itemDtos)
+        {
+            if (itemDto.Coats == null) continue;
+            foreach (var coat in itemDto.Coats)
+            {
+                if (!coat.InventoryItemId.HasValue &&
+                    coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0 &&
+                    coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0)
+                {
+                    // Custom powder (manual cost) or catalog-sourced incoming (cost pre-filled from catalog).
+                    // Both arrive here the same way: PowderCostPerLb set, no inventory link yet.
+                    totalCost += coat.PowderToOrder.Value * coat.PowderCostPerLb.Value;
+                    if (!string.IsNullOrWhiteSpace(coat.ColorName))
+                        colorNames.Add(coat.ColorName);
+                }
+                else if (coat.InventoryItemId.HasValue && coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0)
+                {
+                    // Legacy path: inventory was already created (quotes saved before the deferred-creation fix).
+                    // PowderCostPerLb was cleared on those coats so cost must come from inventory.
+                    var invItem = await _unitOfWork.InventoryItems.GetByIdAsync(coat.InventoryItemId.Value);
+                    if (invItem?.IsIncoming == true)
+                    {
+                        totalCost += coat.PowderToOrder.Value * invItem.UnitCost;
+                        var colorName = !string.IsNullOrWhiteSpace(coat.ColorName) ? coat.ColorName : invItem.Name;
+                        if (!string.IsNullOrWhiteSpace(colorName))
+                            colorNames.Add(colorName);
+                    }
+                }
+            }
+        }
+
+        if (totalCost <= 0) return null;
+
+        var uniqueColors = colorNames
+            .Distinct(StringComparer.OrdinalIgnoreCase)
+            .ToList();
+        var description = uniqueColors.Any()
+            ? $"Custom Powder Order ({string.Join(", ", uniqueColors)})"
+            : "Custom Powder Order";
+
+        return new QuoteItem
+        {
+            QuoteId = quoteId,
+            Description = description,
+            Quantity = 1,
+            IsGenericItem = true,
+            ManualUnitPrice = totalCost,
+            UnitPrice = totalCost,
+            TotalPrice = totalCost,
+            ItemMaterialCost = totalCost,
+            CompanyId = companyId,
+            CreatedAt = createdAtUtc,
+            Coats = [],
+            PrepServices = []
+        };
+    }
+
+    /// <summary>
+    /// Called at quote approval time to create exactly one <see cref="InventoryItem"/> per unique
+    /// powder catalog entry referenced across all coats on the quote, then links each coat to its
+    /// new (or existing) inventory record.
+    ///
+    /// WHY deferred: during quoting the job may never be approved, so creating inventory records at
+    /// quote-save time produces orphaned, never-ordered items. Deferring to approval ensures inventory
+    /// only reflects powders the shop is actually going to process.
+    ///
+    /// Deduplication: multiple items on the same quote that use the same catalog powder receive the
+    /// same InventoryItemId — no duplicate records are created.
+    ///
+    /// Idempotent: coats that already have an InventoryItemId are skipped, so calling this method
+    /// on an already-approved quote (e.g. retry after a transient error) is safe.
+    /// </summary>
+    public async Task EnsureIncomingInventoryForApprovedQuoteAsync(int quoteId, int companyId)
+    {
+        // Load all QuoteItems for this quote with their coats so we can inspect PowderCatalogItemId.
+        var quoteItems = await _unitOfWork.QuoteItems.FindAsync(
+            qi => qi.QuoteId == quoteId && qi.CompanyId == companyId,
+            false,
+            qi => qi.Coats);
+
+        var pendingCoats = quoteItems
+            .SelectMany(qi => qi.Coats)
+            .Where(c => c.PowderCatalogItemId.HasValue && !c.InventoryItemId.HasValue)
+            .ToList();
+
+        if (pendingCoats.Count == 0) return;
+
+        // Group by catalog item ID so each unique powder generates exactly one inventory record.
+        var groups = pendingCoats
+            .GroupBy(c => c.PowderCatalogItemId!.Value)
+            .ToList();
+
+        foreach (var group in groups)
+        {
+            var newInventoryId = await CreateIncomingInventoryItemAsync(group.Key, companyId);
+            if (newInventoryId == null) continue;
+
+            // Link every coat in this group to the single newly-created inventory record.
+            foreach (var coat in group)
+            {
+                coat.InventoryItemId = newInventoryId;
+                coat.UpdatedAt = DateTime.UtcNow;
+                await _unitOfWork.QuoteItemCoats.UpdateAsync(coat);
+            }
+        }
+
+        await _unitOfWork.SaveChangesAsync();
+    }
 }

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/ApplicationUser.cs

@@ -58,7 +58,14 @@ public class ApplicationUser : IdentityUser
 
     public string? SidebarColor { get; set; } = "ocean";
     public string? Notes { get; set; }
-    
+
+    /// <summary>
+    /// Per-worker labor cost per hour used for job costing profit/margin calculations.
+    /// Overrides the company-level LaborCostPerHour when set.
+    /// Leave null to use the company default.
+    /// </summary>
+    public decimal? LaborCostPerHour { get; set; }
+
     public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
     public DateTime? UpdatedAt { get; set; }
     public DateTime? LastLoginDate { get; set; }
@@ -66,6 +73,9 @@ public class ApplicationUser : IdentityUser
     // Passkey enrollment prompt
     public bool PasskeyPromptDismissed { get; set; } = false;
 
+    /// <summary>BCrypt hash of the employee's 4-digit kiosk PIN. Null means kiosk timeclock is disabled for this user.</summary>
+    public string? KioskPin { get; set; }
+
     // Ban
     public bool IsBanned { get; set; } = false;
     public DateTime? BannedAt { get; set; }

src/PowderCoating.Core/Entities/Appointment.cs

@@ -95,6 +95,12 @@ public class Appointment : BaseEntity
     /// </summary>
     public int ReminderMinutesBefore { get; set; } = 30;
 
+    /// <summary>
+    /// UTC timestamp when the reminder was dispatched. Null means it hasn't fired yet.
+    /// The background service uses this as a deduplication guard to prevent double-sending.
+    /// </summary>
+    public DateTime? ReminderSentAt { get; set; }
+
     // Navigation Properties
     public virtual Customer? Customer { get; set; }
     public virtual Job? Job { get; set; }

src/PowderCoating.Core/Entities/Company.cs

@@ -133,6 +133,15 @@ public class Company : BaseEntity
     /// </summary>
     public string? KioskActivationToken { get; set; }
 
+    /// <summary>Timeclock feature enabled for this company. When false, the nav link, dashboard, and reports are hidden.</summary>
+    public bool TimeclockEnabled { get; set; } = true;
+
+    /// <summary>When true, employees can clock in/out multiple times per day (lunch breaks, etc.). When false, only one in/out pair is allowed per day.</summary>
+    public bool TimeclockAllowMultiplePunchesPerDay { get; set; } = true;
+
+    /// <summary>If set, any open clock entry older than this many hours is automatically closed on the next clock-in. Null = no auto clock-out.</summary>
+    public int? TimeclockAutoClockOutHours { get; set; }
+
     // Navigation Properties
     public virtual ICollection<ApplicationUser> Users { get; set; } = new List<ApplicationUser>();
     public virtual ICollection<Customer> Customers { get; set; } = new List<Customer>();
@@ -141,8 +150,7 @@ public class Company : BaseEntity
     public virtual ICollection<Quote> Quotes { get; set; } = new List<Quote>();
     public virtual ICollection<InventoryItem> InventoryItems { get; set; } = new List<InventoryItem>();
     public virtual ICollection<Vendor> Vendors { get; set; } = new List<Vendor>();
-    public virtual ICollection<ShopWorker> ShopWorkers { get; set; } = new List<ShopWorker>();
-    public virtual ICollection<PricingTier> PricingTiers { get; set; } = new List<PricingTier>();
+public virtual ICollection<PricingTier> PricingTiers { get; set; } = new List<PricingTier>();
     public virtual CompanyOperatingCosts? OperatingCosts { get; set; }
     public virtual CompanyPreferences? Preferences { get; set; }
 }

src/PowderCoating.Core/Entities/CompanyOperatingCosts.cs

@@ -13,6 +13,14 @@ namespace PowderCoating.Core.Entities
         [Range(0, 10000)]
         public decimal StandardLaborRate { get; set; }
 
+        /// <summary>
+        /// Actual labor cost per hour (wages + burden) used exclusively for internal job costing and profit/margin display.
+        /// This is NOT the billing rate — it should reflect what you actually pay workers.
+        /// When null, the costing engine defaults to 20% of StandardLaborRate.
+        /// </summary>
+        [Range(0, 10000)]
+        public decimal? LaborCostPerHour { get; set; }
+
         // Additional Coat Labor Percentage (percentage of base labor for each additional coat beyond the first)
         [Range(0, 100)]
         public decimal AdditionalCoatLaborPercent { get; set; } = 30m;

src/PowderCoating.Core/Entities/CustomItemTemplate.cs

@@ -0,0 +1,53 @@
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// A per-company reusable pricing formula template. Users define named input fields and an
+/// NCalc expression that produces either a fixed dollar amount (FixedRate) or a surface area
+/// in square feet (SurfaceAreaSqFt) that feeds the standard coatings pricing path.
+/// </summary>
+public class CustomItemTemplate : BaseEntity
+{
+    public string Name { get; set; } = string.Empty;
+    public string? Description { get; set; }
+
+    /// <summary>"FixedRate" or "SurfaceAreaSqFt" — controls which pricing path is used after evaluation.</summary>
+    public string OutputMode { get; set; } = "FixedRate";
+
+    /// <summary>JSON array of field definitions: [{name, label, unit, defaultValue}]</summary>
+    public string FieldsJson { get; set; } = "[]";
+
+    /// <summary>NCalc expression using field name slugs and the reserved variable 'rate'.</summary>
+    public string Formula { get; set; } = string.Empty;
+
+    /// <summary>Default rate value populated into the quote wizard; user can override per quote.</summary>
+    public decimal? DefaultRate { get; set; }
+
+    /// <summary>Display label for the rate field, e.g. "$/sq in" or "$/lb".</summary>
+    public string? RateLabel { get; set; }
+
+    public string? Notes { get; set; }
+    public int DisplayOrder { get; set; }
+    public bool IsActive { get; set; } = true;
+
+    /// <summary>
+    /// Optional reference diagram (shop drawing, sketch) stored in blob storage.
+    /// Shown in the template editor and quote wizard so users know which measurements to take.
+    /// Path format: {companyId}/{templateId}/diagram.{ext}
+    /// </summary>
+    public string? DiagramImagePath { get; set; }
+
+    // ── Community library tracking ─────────────────────────────────────────
+
+    /// <summary>
+    /// Set when this template was imported from the community library.
+    /// Null for originally created templates.
+    /// </summary>
+    public int? SourceFormulaLibraryItemId { get; set; }
+    public virtual FormulaLibraryItem? SourceFormulaLibraryItem { get; set; }
+
+    /// <summary>
+    /// True once the user edits an imported template. Only modified imports (and original
+    /// creations) are eligible to be shared back to the community library.
+    /// </summary>
+    public bool IsModifiedFromSource { get; set; }
+}

src/PowderCoating.Core/Entities/Customer.cs

@@ -41,6 +41,17 @@ public class Customer : BaseEntity
     public bool IsActive { get; set; } = true;
     public DateTime? LastContactDate { get; set; }
 
+    // CRM fields
+    /// <summary>How the customer found the shop (Walk-In, Google Search, Customer Referral, etc.).</summary>
+    public string? LeadSource { get; set; }
+
+    // Ship-to / alternate address (separate from billing address above)
+    public string? ShipToAddress { get; set; }
+    public string? ShipToCity { get; set; }
+    public string? ShipToState { get; set; }
+    public string? ShipToZipCode { get; set; }
+    public string? ShipToCountry { get; set; }
+
     // Notification preferences
     public bool NotifyByEmail { get; set; } = true;
     // NotifyBySms is only set to true after explicit staff-recorded consent (TCPA compliance)
@@ -55,4 +66,5 @@ public class Customer : BaseEntity
 
     public virtual ICollection<NotificationLog> NotificationLogs { get; set; } = new List<NotificationLog>();
     public virtual ICollection<Invoice> Invoices { get; set; } = new List<Invoice>();
+    public virtual ICollection<CustomerContact> CustomerContacts { get; set; } = new List<CustomerContact>();
 }

src/PowderCoating.Core/Entities/CustomerContact.cs

@@ -0,0 +1,42 @@
+using System.ComponentModel.DataAnnotations;
+
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// An additional contact person associated with a customer account.
+/// Commercial customers frequently have separate billing, operations, and drop-off contacts.
+/// The primary contact remains on the Customer entity; these are supplementary.
+/// </summary>
+public class CustomerContact : BaseEntity
+{
+    public int CustomerId { get; set; }
+
+    [Required]
+    [StringLength(100)]
+    public string FirstName { get; set; } = string.Empty;
+
+    [StringLength(100)]
+    public string? LastName { get; set; }
+
+    /// <summary>Job title / role at the company, e.g. "Purchasing Manager".</summary>
+    [StringLength(100)]
+    public string? Title { get; set; }
+
+    /// <summary>Functional role: Billing, Operations, Drop-off, Sales, General, etc.</summary>
+    [StringLength(50)]
+    public string? ContactRole { get; set; }
+
+    [StringLength(200)]
+    public string? Email { get; set; }
+
+    [StringLength(20)]
+    public string? Phone { get; set; }
+
+    [StringLength(20)]
+    public string? MobilePhone { get; set; }
+
+    [StringLength(500)]
+    public string? Notes { get; set; }
+
+    public virtual Customer? Customer { get; set; }
+}

src/PowderCoating.Core/Entities/EmployeeClockEntry.cs

@@ -0,0 +1,32 @@
+using PowderCoating.Core.Enums;
+
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// Facility-level clock-in/clock-out record for an employee.
+/// Tracks when an employee arrives and leaves the facility — separate from JobTimeEntry which tracks
+/// hours against a specific job. Multiple entries per day are fully supported (lunch breaks, etc.).
+/// The only enforced constraint: a user may not have more than one open entry (ClockOutTime == null) at a time.
+/// </summary>
+public class EmployeeClockEntry : BaseEntity
+{
+    public string UserId { get; set; } = string.Empty;
+
+    public DateTime ClockInTime { get; set; }
+
+    /// <summary>Null means the employee is currently clocked in.</summary>
+    public DateTime? ClockOutTime { get; set; }
+
+    /// <summary>Stored at clock-out time: (ClockOutTime - ClockInTime) in hours, rounded to 2 decimal places.</summary>
+    public decimal? HoursWorked { get; set; }
+
+    /// <summary>
+    /// Whether this segment is regular work time, a break, or a lunch period.
+    /// Only <see cref="ClockEntryType.Work"/> entries count toward paid-hours totals.
+    /// </summary>
+    public ClockEntryType EntryType { get; set; } = ClockEntryType.Work;
+
+    public string? Notes { get; set; }
+
+    public virtual ApplicationUser User { get; set; } = null!;
+}

src/PowderCoating.Core/Entities/Equipment.cs

@@ -19,7 +19,7 @@ public class Equipment : BaseEntity
     public string? Location { get; set; }
     
     // Maintenance Information
-    public int RecommendedMaintenanceIntervalDays { get; set; }
+    public int? RecommendedMaintenanceIntervalDays { get; set; }
     public DateTime? LastMaintenanceDate { get; set; }
     public DateTime? NextScheduledMaintenance { get; set; }
     

src/PowderCoating.Core/Entities/FormulaLibraryImport.cs

@@ -0,0 +1,19 @@
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// Records that a company imported a specific FormulaLibraryItem into their local template library.
+/// Tenant-scoped via BaseEntity.CompanyId. One row per (company, library item) — re-importing the
+/// same item overwrites the existing row rather than creating a duplicate.
+/// </summary>
+public class FormulaLibraryImport : BaseEntity
+{
+    public int FormulaLibraryItemId { get; set; }
+    public virtual FormulaLibraryItem FormulaLibraryItem { get; set; } = null!;
+
+    public string ImportedByUserId { get; set; } = string.Empty;
+    public DateTime ImportedAt { get; set; } = DateTime.UtcNow;
+
+    /// <summary>The CustomItemTemplate row created in this company's local library on import.</summary>
+    public int ResultingCustomItemTemplateId { get; set; }
+    public virtual CustomItemTemplate ResultingCustomItemTemplate { get; set; } = null!;
+}

src/PowderCoating.Core/Entities/FormulaLibraryItem.cs

@@ -0,0 +1,70 @@
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// Platform-level community library entry for a shared custom formula template.
+/// Not tenant-scoped — no BaseEntity, no CompanyId, no soft delete.
+/// Shared voluntarily by the originating company; imported as independent copies by others.
+/// </summary>
+public class FormulaLibraryItem
+{
+    public int Id { get; set; }
+
+    // ── Formula content (copied from CustomItemTemplate at share time) ─────
+
+    public string Name { get; set; } = string.Empty;
+    public string? Description { get; set; }
+
+    /// <summary>"FixedRate" or "SurfaceAreaSqFt" — mirrors CustomItemTemplate.OutputMode.</summary>
+    public string OutputMode { get; set; } = "FixedRate";
+
+    /// <summary>JSON array of field definitions: [{name, label, unit, defaultValue}]</summary>
+    public string FieldsJson { get; set; } = "[]";
+
+    /// <summary>NCalc expression using field name slugs and the reserved variable 'rate'.</summary>
+    public string Formula { get; set; } = string.Empty;
+
+    public decimal? DefaultRate { get; set; }
+    public string? RateLabel { get; set; }
+    public string? Notes { get; set; }
+
+    /// <summary>
+    /// Blob path referencing the source template's diagram image.
+    /// Nulled out (here and on all imports) if the source template's diagram is removed.
+    /// </summary>
+    public string? DiagramImagePath { get; set; }
+
+    // ── Attribution ────────────────────────────────────────────────────────
+
+    /// <summary>Comma-separated community tags, e.g. "HVAC,Sheet Metal".</summary>
+    public string? Tags { get; set; }
+
+    /// <summary>Optional industry hint shown on the browse card, e.g. "HVAC", "Automotive".</summary>
+    public string? IndustryHint { get; set; }
+
+    /// <summary>Id of the CustomItemTemplate this was shared from.</summary>
+    public int SourceCustomItemTemplateId { get; set; }
+
+    public int SourceCompanyId { get; set; }
+
+    /// <summary>Denormalized company name so it renders without a join when the company is gone.</summary>
+    public string SourceCompanyName { get; set; } = string.Empty;
+
+    /// <summary>
+    /// When non-null, this entry was derived from an imported formula that was subsequently
+    /// modified. Points to the original library entry. Shown as "Inspired by..." on the browse card.
+    /// </summary>
+    public int? InspiredByFormulaLibraryItemId { get; set; }
+    public virtual FormulaLibraryItem? InspiredBy { get; set; }
+
+    public string SharedByUserId { get; set; } = string.Empty;
+    public DateTime SharedAt { get; set; } = DateTime.UtcNow;
+
+    /// <summary>False when the creator has removed it from the community library.</summary>
+    public bool IsPublished { get; set; } = true;
+
+    /// <summary>Running count of how many companies have imported this entry.</summary>
+    public int ImportCount { get; set; }
+
+    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
+    public DateTime? UpdatedAt { get; set; }
+}

src/PowderCoating.Core/Entities/FormulaLibraryRating.cs

@@ -0,0 +1,24 @@
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// One thumbs-up or thumbs-down vote per company per library formula.
+/// Platform-level — no BaseEntity, no soft delete, no CompanyId tenant filter.
+/// Unique constraint enforced at the DB level: (FormulaLibraryItemId, CompanyId).
+/// </summary>
+public class FormulaLibraryRating
+{
+    public int Id { get; set; }
+
+    public int FormulaLibraryItemId { get; set; }
+
+    /// <summary>The company casting the vote.</summary>
+    public int CompanyId { get; set; }
+
+    /// <summary>True = thumbs up, false = thumbs down.</summary>
+    public bool IsPositive { get; set; }
+
+    public DateTime RatedAt { get; set; } = DateTime.UtcNow;
+
+    // Navigation
+    public virtual FormulaLibraryItem FormulaLibraryItem { get; set; } = null!;
+}

src/PowderCoating.Core/Entities/GiftCertificate.cs

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

src/PowderCoating.Core/Entities/InventoryCategoryLookup.cs

@@ -12,4 +12,5 @@ public class InventoryCategoryLookup : BaseEntity
 
     // Relationships
     public virtual ICollection<InventoryItem> InventoryItems { get; set; } = new List<InventoryItem>();
+    public virtual ICollection<Vendor> Vendors { get; set; } = new List<Vendor>();
 }

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

@@ -25,6 +25,10 @@ public class Job : BaseEntity
     // Selected oven (carried over from quote; null = company default rate)
     public int? OvenCostId { get; set; }
 
+    // Oven scheduling (carried over from quote)
+    public int OvenBatches { get; set; } = 1;
+    public int? OvenCycleMinutes { get; set; }
+
     // Pricing
     public decimal QuotedPrice { get; set; }
     public decimal FinalPrice { get; set; }
@@ -43,6 +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; }
@@ -62,6 +67,10 @@ public class Job : BaseEntity
     // Used to detect when the quote was subsequently edited so the job details page can warn the user.
     public DateTime? QuoteSnapshotUpdatedAt { get; set; }
 
+    // Pricing snapshot — serialized QuotePricingBreakdownDto stored at save time so Details displays
+    // the breakdown that was actually calculated, not a re-run against current operating costs.
+    public string? PricingBreakdownJson { get; set; }
+
     // Rework tracking
     public bool IsReworkJob { get; set; }
     public int? OriginalJobId { get; set; }       // Set when this job was created as a rework

src/PowderCoating.Core/Entities/JobItem.cs

@@ -41,6 +41,10 @@ public class JobItem : BaseEntity
     // Values: "Simple" | "Moderate" | "Complex" | "Extreme"
     public string? Complexity { get; set; }
 
+    // True when this item originated from an AI Photo Quote — ManualUnitPrice is used as-is
+    // and oven cost is not double-charged (it was excluded from the AI estimate at quote level).
+    public bool IsAiItem { get; set; }
+
     // AI-generated standardized tags (comma-separated, e.g. "automotive,tubular")
     public string? AiTags { get; set; }
 
@@ -48,6 +52,14 @@ public class JobItem : BaseEntity
     public int? AiPredictionId { get; set; }
     public virtual AiItemPrediction? AiPrediction { get; set; }
 
+    // Custom formula item — see IsCustomFormulaItem routing in PricingCalculationService
+    public bool IsCustomFormulaItem { get; set; }
+    public int? CustomItemTemplateId { get; set; }
+    public virtual CustomItemTemplate? CustomItemTemplate { get; set; }
+
+    /// <summary>Snapshot of field name/value pairs used in the formula, stored as JSON for display on details views.</summary>
+    public string? FormulaFieldValuesJson { get; set; }
+
     // Relationships
     public virtual Job Job { get; set; } = null!;
     public virtual CatalogItem? CatalogItem { get; set; }

src/PowderCoating.Core/Entities/JobItemCoat.cs

@@ -42,6 +42,13 @@ public class JobItemCoat : BaseEntity
     public string? PowderReceivedByUserId { get; set; }
     public decimal? PowderReceivedLbs { get; set; }
 
+    // Pricing flags
+    /// <summary>
+    /// When true, the additional layer labor charge is not applied for this coat even if it is
+    /// not the first coat in the sequence. Used for clear coats, sealers, etc.
+    /// </summary>
+    public bool NoExtraLayerCharge { get; set; }
+
     // Notes
     public string? Notes { get; set; }
 

src/PowderCoating.Core/Entities/JobTimeEntry.cs

@@ -3,7 +3,6 @@ namespace PowderCoating.Core.Entities;
 public class JobTimeEntry : BaseEntity
 {
     public int JobId { get; set; }
-    public int? ShopWorkerId { get; set; }       // legacy — kept for entries created before user migration
     public string? UserId { get; set; }           // FK to AspNetUsers
     public string? UserDisplayName { get; set; }  // snapshot of worker name at entry creation time
     public DateTime WorkDate { get; set; }
@@ -13,5 +12,4 @@ public class JobTimeEntry : BaseEntity
 
     // Navigation
     public virtual Job Job { get; set; } = null!;
-    public virtual ShopWorker? Worker { get; set; }  // nullable — only populated for legacy entries
 }

src/PowderCoating.Core/Entities/Quote.cs

@@ -40,26 +40,33 @@ public class Quote : BaseEntity
     public DateTime? ApprovedDate { get; set; }
     
     // Pricing — all values are snapshots captured at save time and must not be recalculated on load
-    public decimal MaterialCosts { get; set; }       // Sum of powder/material costs across all items
-    public decimal LaborCosts { get; set; }          // Sum of labor costs across all items
-    public decimal EquipmentCosts { get; set; }      // Sum of equipment costs across all items
-    public decimal ItemsSubtotal { get; set; }       // Sum of item prices before any quote-level costs
-    public decimal OvenBatchCost { get; set; }       // Oven batch charge applied at quote level
-    public decimal ShopSuppliesAmount { get; set; }  // Shop supplies dollar amount
-    public decimal ShopSuppliesPercent { get; set; } // Shop supplies percentage used
-    public decimal OverheadAmount { get; set; }      // Overhead dollar amount
-    public decimal OverheadPercent { get; set; }     // Overhead percentage used
-    public decimal ProfitMargin { get; set; }        // Profit margin dollar amount
-    public decimal ProfitPercent { get; set; }       // Profit margin percentage used
-    public decimal SubTotal { get; set; }            // SubtotalBeforeDiscount (items + oven + overhead + profit + shop supplies)
+    public decimal MaterialCosts { get; set; }              // Sum of powder/material costs across all items
+    public decimal LaborCosts { get; set; }                 // Sum of labor costs across all items
+    public decimal EquipmentCosts { get; set; }             // Sum of equipment costs across all items
+    public decimal ItemsSubtotal { get; set; }              // Sum of item prices before any quote-level costs
+    public decimal OvenBatchCost { get; set; }              // Oven batch charge applied at quote level
+    public decimal FacilityOverheadCost { get; set; }       // Rent + utilities apportioned by estimated job hours
+    public decimal FacilityOverheadRatePerHour { get; set; }// Rate used for facility overhead ($/hr)
+    public decimal ShopSuppliesAmount { get; set; }         // Shop supplies dollar amount
+    public decimal ShopSuppliesPercent { get; set; }        // Shop supplies percentage used
+    public decimal OverheadAmount { get; set; }             // Legacy overhead (now always 0; kept for migration safety)
+    public decimal OverheadPercent { get; set; }            // Legacy overhead percent
+    public decimal ProfitMargin { get; set; }               // Profit margin dollar amount (0 — baked into item prices)
+    public decimal ProfitPercent { get; set; }              // Markup % used (for display reference)
+    public decimal SubTotal { get; set; }                   // SubtotalBeforeDiscount (items + oven + facility overhead + shop supplies)
 
     // Discount Information
     public DiscountType DiscountType { get; set; } = DiscountType.None;
-    public decimal DiscountValue { get; set; } = 0; // Value entered by user (percentage or fixed amount)
-    public decimal DiscountPercent { get; set; } // Calculated: actual percentage applied
-    public decimal DiscountAmount { get; set; } // Calculated: actual dollar amount deducted
-    public string? DiscountReason { get; set; } // Why discount was applied
+    public decimal DiscountValue { get; set; } = 0;          // Value entered by user (percentage or fixed amount)
+    public decimal PricingTierDiscountAmount { get; set; }   // Discount from customer's pricing tier
+    public decimal PricingTierDiscountPercent { get; set; }  // Tier discount percentage
+    public decimal QuoteDiscountAmount { get; set; }         // Manual quote-level discount amount
+    public decimal QuoteDiscountPercent { get; set; }        // Manual quote-level discount percentage
+    public decimal DiscountPercent { get; set; }             // Combined: actual percentage applied
+    public decimal DiscountAmount { get; set; }              // Combined: actual dollar amount deducted
+    public string? DiscountReason { get; set; }              // Why discount was applied
     public bool HideDiscountFromCustomer { get; set; } = false; // Show only total on PDFs/portal
+    public decimal SubtotalAfterDiscount { get; set; }       // SubTotal minus all discounts, before rush/tax
 
     public decimal TaxPercent { get; set; }
     public decimal TaxAmount { get; set; }
@@ -81,6 +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/QuoteItem.cs

@@ -56,6 +56,14 @@ public class QuoteItem : BaseEntity
     public int? AiPredictionId { get; set; }
     public virtual AiItemPrediction? AiPrediction { get; set; }
 
+    // Custom formula item — see IsCustomFormulaItem routing in PricingCalculationService
+    public bool IsCustomFormulaItem { get; set; }
+    public int? CustomItemTemplateId { get; set; }
+    public virtual CustomItemTemplate? CustomItemTemplate { get; set; }
+
+    /// <summary>Snapshot of field name/value pairs used in the formula, stored as JSON for display on details views.</summary>
+    public string? FormulaFieldValuesJson { get; set; }
+
     // Relationships
     public virtual Quote Quote { get; set; } = null!;
     public virtual CatalogItem? CatalogItem { get; set; }

src/PowderCoating.Core/Entities/QuoteItemCoat.cs

@@ -15,6 +15,13 @@ public class QuoteItemCoat : BaseEntity
 
     // Powder selection (same pattern as current QuoteItem)
     public int? InventoryItemId { get; set; }  // In-stock powder
+    /// <summary>
+    /// Platform powder catalog item that this coat was sourced from.
+    /// Persisted so that at quote-approval time the system can create exactly one
+    /// IsIncoming InventoryItem per unique catalog powder (deduplication), rather
+    /// than creating during quote-save when the job may never be approved.
+    /// </summary>
+    public int? PowderCatalogItemId { get; set; }
     public string? ColorName { get; set; }      // Color name
     public int? VendorId { get; set; }          // Vendor for custom powder
     public string? ColorCode { get; set; }      // RAL code, etc.
@@ -33,6 +40,13 @@ public class QuoteItemCoat : BaseEntity
     public decimal CoatLaborCost { get; set; }
     public decimal CoatTotalCost { get; set; }
 
+    // Pricing flags
+    /// <summary>
+    /// When true, the additional layer labor charge is not applied for this coat even if it is
+    /// not the first coat in the sequence. Used for clear coats, sealers, etc.
+    /// </summary>
+    public bool NoExtraLayerCharge { get; set; }
+
     // Notes
     public string? Notes { get; set; }
 

src/PowderCoating.Core/Entities/ReworkRecord.cs

@@ -31,6 +31,9 @@ public class ReworkRecord : BaseEntity
     public bool IsBillableToCustomer { get; set; }
     public string? BillingNotes { get; set; }
 
+    // Pricing attribution for the linked rework job (null on pre-existing records)
+    public ReworkPricingType? ReworkPricingType { get; set; }
+
     // ── Resolution ────────────────────────────────────────────────────────────
     public ReworkStatus Status { get; set; } = ReworkStatus.Open;
     public ReworkResolution? Resolution { get; set; }

src/PowderCoating.Core/Entities/ShopWorker.cs

@@ -1,18 +0,0 @@
-using PowderCoating.Core.Enums;
-
-namespace PowderCoating.Core.Entities;
-
-public class ShopWorker : BaseEntity
-{
-    public string Name { get; set; } = string.Empty;
-    public ShopWorkerRole Role { get; set; } = ShopWorkerRole.GeneralLabor;
-    public string? Phone { get; set; }
-    public string? Email { get; set; }
-    public bool IsActive { get; set; } = true;
-    public string? Notes { get; set; }
-
-    // Relationships
-    public virtual ICollection<Job> AssignedJobs { get; set; } = new List<Job>();
-    public virtual ICollection<MaintenanceRecord> AssignedMaintenanceTasks { get; set; } = new List<MaintenanceRecord>();
-    public virtual ICollection<JobTimeEntry> TimeEntries { get; set; } = new List<JobTimeEntry>();
-}

src/PowderCoating.Core/Entities/ShopWorkerRoleCost.cs

@@ -1,15 +0,0 @@
-using PowderCoating.Core.Enums;
-
-namespace PowderCoating.Core.Entities;
-
-/// <summary>
-/// Optional per-role labor cost rate for job costing / profitability calculations.
-/// If no rate is set for a role, the company's StandardLaborRate is used as fallback.
-/// </summary>
-public class ShopWorkerRoleCost : BaseEntity
-{
-    public ShopWorkerRole Role { get; set; }
-
-    /// <summary>Cost (pay rate) per hour for this role — used in job costing, NOT billing.</summary>
-    public decimal HourlyRate { get; set; }
-}

src/PowderCoating.Core/Entities/SubscriptionPlanConfig.cs

@@ -52,6 +52,9 @@ public class SubscriptionPlanConfig : BaseEntity
     /// <summary>When true, companies on this plan can send SMS notifications to customers (subject to platform kill-switch and per-company opt-in).</summary>
     public bool AllowSms { get; set; } = false;
 
+    /// <summary>When true, companies on this plan can create and use Custom Formula Item Templates in quotes and jobs.</summary>
+    public bool AllowCustomFormulas { get; set; } = false;
+
     public bool IsActive { get; set; } = true;
     public int SortOrder { get; set; }
 }

src/PowderCoating.Core/Entities/SupportingEntities.cs

@@ -45,6 +45,7 @@ public class Vendor : BaseEntity
     public virtual ICollection<BillPayment> BillPayments { get; set; } = new List<BillPayment>();
     public virtual ICollection<Expense> Expenses { get; set; } = new List<Expense>();
     public virtual Account? DefaultExpenseAccount { get; set; }
+    public virtual ICollection<InventoryCategoryLookup> Categories { get; set; } = new List<InventoryCategoryLookup>();
 }
 
 public class InventoryTransaction : BaseEntity
@@ -151,6 +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/Entities/TimeclockKioskDevice.cs

@@ -0,0 +1,22 @@
+namespace PowderCoating.Core.Entities;
+
+/// <summary>
+/// Represents an activated shop-floor kiosk tablet for the timeclock.
+/// One row per device; multiple rows per company are supported so shops can have
+/// tablets at multiple entry points. The <see cref="Token"/> is stored in a
+/// device-specific cookie and validated on every kiosk request.
+/// </summary>
+public class TimeclockKioskDevice : BaseEntity
+{
+    /// <summary>Human-readable label for this device (e.g. "Front Entrance Tablet").</summary>
+    public string? DeviceName { get; set; }
+
+    /// <summary>Cryptographically random token written to the device cookie on activation. Revoke by deleting this row.</summary>
+    public string Token { get; set; } = string.Empty;
+
+    /// <summary>UTC timestamp when a manager activated this device.</summary>
+    public DateTime ActivatedAt { get; set; }
+
+    /// <summary>UTC timestamp of the most recent kiosk request from this device; null if never used after activation.</summary>
+    public DateTime? LastSeenAt { get; set; }
+}

src/PowderCoating.Core/Enums/Enums.cs

@@ -78,17 +78,6 @@ public enum EquipmentStatus
     Retired = 4
 }
 
-public enum ShopWorkerRole
-{
-    GeneralLabor = 0,
-    Sandblaster = 1,
-    Coater = 2,
-    Masker = 3,
-    QualityControl = 4,
-    OvenOperator = 5,
-    Supervisor = 6,
-    Maintenance = 7
-}
 
 public enum JobPhotoType
 {
@@ -155,6 +144,14 @@ public enum ReworkResolution
     NoActionRequired = 4
 }
 
+/// <summary>Who bears the cost of the rework job, recorded at the time the rework is logged.</summary>
+public enum ReworkPricingType
+{
+    ShopFault = 0,        // Redo is on the shop — rework job items priced at $0
+    CustomerReduced = 1,  // Customer caused it; we're helping — prices copied, user edits
+    CustomerFull = 2      // Customer caused it; full original pricing applies
+}
+
 public enum BugReportStatus
 {
     New = 0,

src/PowderCoating.Core/Enums/NotificationEnums.cs

@@ -20,5 +20,7 @@ public enum NotificationType
     SmsInboundStop = 12,
     SmsInboundHelp = 13,
     AdminEmail = 14,
-    SmsInboundStart = 15
+    SmsInboundStart = 15,
+    AppointmentReminder = 17,
+    AppointmentReminderStaff = 18
 }

src/PowderCoating.Core/Enums/TimeclockEnums.cs

@@ -0,0 +1,17 @@
+namespace PowderCoating.Core.Enums;
+
+/// <summary>
+/// Labels what kind of time a <see cref="PowderCoating.Core.Entities.EmployeeClockEntry"/> represents.
+/// Only <see cref="Work"/> segments count toward paid-hours totals; Break and Lunch are informational.
+/// </summary>
+public enum ClockEntryType
+{
+    /// <summary>Normal productive work time (default).</summary>
+    Work = 0,
+
+    /// <summary>Short rest/break period — unpaid, excluded from hour totals.</summary>
+    Break = 1,
+
+    /// <summary>Meal/lunch period — unpaid, excluded from hour totals.</summary>
+    Lunch = 2
+}

src/PowderCoating.Core/Interfaces/IUnitOfWork.cs

@@ -43,6 +43,8 @@ public interface IUnitOfWork : IDisposable
     IJobPhotoRepository JobPhotos { get; }
     IRepository<JobNote> JobNotes { get; }
     IRepository<CustomerNote> CustomerNotes { get; }
+    IRepository<CustomerContact> CustomerContacts { get; }
+    IRepository<CustomerPreferredPowder> CustomerPreferredPowders { get; }
     IRepository<JobStatusHistory> JobStatusHistory { get; }
     IRepository<PricingTier> PricingTiers { get; }
 
@@ -54,9 +56,7 @@ public interface IUnitOfWork : IDisposable
     IRepository<AppointmentStatusLookup> AppointmentStatusLookups { get; }
     IRepository<AppointmentTypeLookup> AppointmentTypeLookups { get; }
     IRepository<PrepService> PrepServices { get; }
-    IRepository<ShopWorker> ShopWorkers { get; }
-    IRepository<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; }
-    IRepository<ReworkRecord> ReworkRecords { get; }
+IRepository<ReworkRecord> ReworkRecords { get; }
     IRepository<Refund> Refunds { get; }
     IRepository<CreditMemo> CreditMemos { get; }
     IRepository<CreditMemoApplication> CreditMemoApplications { get; }
@@ -157,6 +157,18 @@ public interface IUnitOfWork : IDisposable
     // Customer Intake Kiosk
     IRepository<KioskSession> KioskSessions { get; }
 
+    // Custom Formula Templates
+    IRepository<CustomItemTemplate> CustomItemTemplates { get; }
+
+    // Formula Community Library
+    IPlainRepository<FormulaLibraryItem> FormulaLibrary { get; }
+    IRepository<FormulaLibraryImport> FormulaLibraryImports { get; }
+    IPlainRepository<FormulaLibraryRating> FormulaLibraryRatings { get; }
+
+    // Employee Timeclock
+    IRepository<EmployeeClockEntry> EmployeeClockEntries { get; }
+    IRepository<TimeclockKioskDevice> TimeclockKioskDevices { get; }
+
     Task<int> SaveChangesAsync();
     Task<int> CompleteAsync(); // Alias for SaveChangesAsync
 

src/PowderCoating.Core/Interfaces/Repositories/IJobRepository.cs

@@ -92,4 +92,10 @@ public interface IJobRepository : IRepository<Job>
     /// were never completed and rolled past their scheduled day.
     /// </summary>
     Task<List<Job>> GetOverdueScheduledJobsAsync();
+
+    /// <summary>
+    /// Returns the count of rework jobs linked to <paramref name="originalJobId"/>
+    /// (including soft-deleted) so the next rework suffix (R1, R2, …) can be determined.
+    /// </summary>
+    Task<int> GetReworkJobCountAsync(int originalJobId);
 }

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

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

src/PowderCoating.Infrastructure/Data/ApplicationDbContext.cs

@@ -92,7 +92,11 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             if (companyIdClaim != null && int.TryParse(companyIdClaim, out int companyId))
                 return companyId;
 
-            return null;
+            // Authenticated but CompanyId claim is missing or invalid.
+            // Return 0 (never a real company ID) so the global filter generates
+            // "CompanyId = 0" which matches nothing — prevents null-comparison
+            // ambiguity from leaking cross-tenant rows.
+            return 0;
         }
     }
 
@@ -129,8 +133,11 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
     {
         get
         {
+            // No HTTP context means background service, hosted service, or unit test — bypass tenant filter
+            if (_httpContextAccessor?.HttpContext == null) return true;
             if (!IsSuperAdmin) return false;
-            return CurrentCompanyId == null || CurrentCompanyId == 1;
+            // CompanyId == 0 means no claim was present (break-glass / test SuperAdmins) — treat as platform admin
+            return CurrentCompanyId == null || CurrentCompanyId == 0 || CurrentCompanyId == 1;
         }
     }
 
@@ -205,11 +212,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
     public DbSet<MaintenanceRecord> MaintenanceRecords { get; set; }
     /// <summary>Supplier/vendor records used by Purchasing and Accounts Payable; tenant-filtered with soft delete.</summary>
     public DbSet<Vendor> Vendors { get; set; }
-    /// <summary>Shop worker profiles with role assignments; tenant-filtered with soft delete.</summary>
-    public DbSet<ShopWorker> ShopWorkers { get; set; }
-    /// <summary>Per-role labour cost rates used in pricing calculations; unique index on (CompanyId, Role).</summary>
-    public DbSet<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; set; }
-    /// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
+/// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
     public DbSet<ReworkRecord> ReworkRecords { get; set; }
     /// <summary>Customer refund records; tenant-filtered with soft delete.</summary>
     public DbSet<Refund> Refunds { get; set; }
@@ -227,6 +230,10 @@ 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>Additional contacts (billing, ops, drop-off) associated with a customer; tenant-filtered with soft delete.</summary>
+    public DbSet<CustomerContact> CustomerContacts { 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>
@@ -286,6 +293,15 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
     /// </summary>
     public DbSet<PowderCatalogItem> PowderCatalogItems { get; set; }
 
+    /// <summary>Community library of shared formula templates. Platform-level, no tenant filter.</summary>
+    public DbSet<FormulaLibraryItem> FormulaLibraryItems { get; set; }
+
+    /// <summary>Per-company record of which community library formulas a company has imported.</summary>
+    public DbSet<FormulaLibraryImport> FormulaLibraryImports { get; set; }
+
+    /// <summary>Per-company thumbs-up / thumbs-down vote on community library formulas.</summary>
+    public DbSet<FormulaLibraryRating> FormulaLibraryRatings { get; set; }
+
     /// <summary>User-submitted bug reports; tenant-filtered with soft delete.</summary>
     public DbSet<BugReport> BugReports { get; set; }
     /// <summary>File attachments for bug reports; soft-delete only (no tenant filter — access controlled via parent BugReport).</summary>
@@ -371,6 +387,17 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
     /// <summary>Customer self-service intake sessions (walk-in tablet or remote email link); tenant-filtered with soft delete.</summary>
     public DbSet<KioskSession> KioskSessions { get; set; }
 
+    // Custom Formula Templates
+    /// <summary>Per-company reusable NCalc pricing formula templates; tenant-filtered with soft delete.</summary>
+    public DbSet<CustomItemTemplate> CustomItemTemplates { get; set; }
+
+    // Employee Timeclock
+    /// <summary>Facility-level clock-in/clock-out entries per employee; tenant-filtered with soft delete. Multiple entries per day are supported (lunch breaks, etc.).</summary>
+    public DbSet<EmployeeClockEntry> EmployeeClockEntries { get; set; }
+
+    /// <summary>One row per activated kiosk tablet per company. Token stored in device cookie; delete row to revoke a device.</summary>
+    public DbSet<TimeclockKioskDevice> TimeclockKioskDevices { get; set; }
+
     /// <summary>
     /// Platform-wide audit log capturing who changed what and when, across all tenants.
     /// No global query filter — SuperAdmin controllers query this directly.
@@ -528,13 +555,11 @@ 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<ShopWorker>().HasQueryFilter(e =>
-            !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
-        modelBuilder.Entity<ShopWorkerRoleCost>().HasQueryFilter(e =>
-            !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
-        modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
+modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
         modelBuilder.Entity<Refund>().HasQueryFilter(e =>
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
@@ -768,6 +793,32 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             .HasForeignKey(k => k.LinkedJobId)
             .OnDelete(DeleteBehavior.SetNull);
 
+        // Custom Formula Templates — tenant-filtered + soft delete
+        modelBuilder.Entity<CustomItemTemplate>().HasQueryFilter(e =>
+            !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
+
+        // Employee Timeclock — tenant-filtered + soft delete
+        modelBuilder.Entity<EmployeeClockEntry>().HasQueryFilter(e =>
+            !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
+        // FK to ApplicationUser: Restrict delete so removing a user doesn't erase attendance history.
+        // Use DeleteBehavior.Restrict rather than NoAction to surface a cleaner error in EF.
+        modelBuilder.Entity<EmployeeClockEntry>()
+            .HasOne(c => c.User)
+            .WithMany()
+            .HasForeignKey(c => c.UserId)
+            .OnDelete(DeleteBehavior.Restrict);
+        // Composite index for "who's clocked in today" and date-range attendance reports
+        modelBuilder.Entity<EmployeeClockEntry>()
+            .HasIndex(c => new { c.CompanyId, c.ClockInTime });
+
+        // Timeclock kiosk devices — one row per activated tablet per company
+        modelBuilder.Entity<TimeclockKioskDevice>().HasQueryFilter(d =>
+            !d.IsDeleted && (IsPlatformAdmin || d.CompanyId == CurrentCompanyId));
+        modelBuilder.Entity<TimeclockKioskDevice>()
+            .HasIndex(d => d.Token).IsUnique();
+        modelBuilder.Entity<TimeclockKioskDevice>()
+            .HasIndex(d => d.CompanyId);
+
         // Account self-referencing hierarchy
         modelBuilder.Entity<Account>()
             .HasOne(a => a.ParentAccount)
@@ -810,6 +861,15 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             .HasForeignKey(s => s.DefaultExpenseAccountId)
             .OnDelete(DeleteBehavior.SetNull);
 
+        // Vendor ↔ InventoryCategoryLookup (many-to-many supply categories)
+        modelBuilder.Entity<Vendor>()
+            .HasMany(v => v.Categories)
+            .WithMany(c => c.Vendors)
+            .UsingEntity<Dictionary<string, object>>(
+                "VendorInventoryCategories",
+                j => j.HasOne<InventoryCategoryLookup>().WithMany().HasForeignKey("InventoryCategoryLookupId"),
+                j => j.HasOne<Vendor>().WithMany().HasForeignKey("VendorId"));
+
         // Bill → APAccount (no cascade to avoid cycles)
         modelBuilder.Entity<Bill>()
             .HasOne(b => b.APAccount)
@@ -1314,12 +1374,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             .HasForeignKey(m => m.PerformedById)
             .OnDelete(DeleteBehavior.SetNull);
 
-        // ShopWorker relationships
-        modelBuilder.Entity<ShopWorker>()
-            .HasOne<Company>()
-            .WithMany(c => c.ShopWorkers)
-            .HasForeignKey(e => e.CompanyId)
-            .OnDelete(DeleteBehavior.Restrict);
+
 
         modelBuilder.Entity<Job>()
             .HasOne(j => j.AssignedUser)
@@ -1393,10 +1448,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
         modelBuilder.Entity<PricingTier>()
             .HasIndex(p => p.CompanyId);
 
-        modelBuilder.Entity<ShopWorker>()
-            .HasIndex(w => w.CompanyId);
-
-        modelBuilder.Entity<CatalogCategory>()
+modelBuilder.Entity<CatalogCategory>()
             .HasIndex(c => c.CompanyId);
 
         modelBuilder.Entity<CatalogCategory>()
@@ -1431,12 +1483,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             .IsUnique()
             .HasDatabaseName("IX_Jobs_CompanyId_JobNumber");
 
-        modelBuilder.Entity<ShopWorkerRoleCost>()
-            .HasIndex(r => new { r.CompanyId, r.Role })
-            .IsUnique()
-            .HasDatabaseName("IX_ShopWorkerRoleCosts_CompanyId_Role");
-
-        modelBuilder.Entity<Job>()
+modelBuilder.Entity<Job>()
             .Property(j => j.ShopAccessCode)
             .HasDefaultValueSql("NEWID()");
 
@@ -1678,6 +1725,23 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             .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
         // ===================================================================
@@ -2042,6 +2106,61 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             .HasIndex(c => new { c.CompanyId, c.MemoNumber })
             .IsUnique()
             .HasDatabaseName("IX_CreditMemos_CompanyId_MemoNumber");
+
+        // FormulaLibraryItem — platform-level, no tenant filter, no soft delete
+        // Self-referential "Inspired by" FK uses NoAction; cascade nullification handled in service.
+        modelBuilder.Entity<FormulaLibraryItem>()
+            .HasOne(f => f.InspiredBy)
+            .WithMany()
+            .HasForeignKey(f => f.InspiredByFormulaLibraryItemId)
+            .IsRequired(false)
+            .OnDelete(DeleteBehavior.NoAction);
+
+        modelBuilder.Entity<FormulaLibraryItem>()
+            .HasIndex(f => f.SourceCompanyId)
+            .HasDatabaseName("IX_FormulaLibraryItems_SourceCompanyId");
+
+        modelBuilder.Entity<FormulaLibraryItem>()
+            .HasIndex(f => f.IsPublished)
+            .HasDatabaseName("IX_FormulaLibraryItems_IsPublished");
+
+        // FormulaLibraryImport — tenant-scoped; unique per (CompanyId, FormulaLibraryItemId)
+        modelBuilder.Entity<FormulaLibraryImport>()
+            .HasOne(i => i.FormulaLibraryItem)
+            .WithMany()
+            .HasForeignKey(i => i.FormulaLibraryItemId)
+            .OnDelete(DeleteBehavior.Restrict);
+
+        modelBuilder.Entity<FormulaLibraryImport>()
+            .HasOne(i => i.ResultingCustomItemTemplate)
+            .WithMany()
+            .HasForeignKey(i => i.ResultingCustomItemTemplateId)
+            .OnDelete(DeleteBehavior.Restrict);
+
+        modelBuilder.Entity<FormulaLibraryImport>()
+            .HasIndex(i => new { i.CompanyId, i.FormulaLibraryItemId })
+            .IsUnique()
+            .HasDatabaseName("IX_FormulaLibraryImports_Company_Item");
+
+        // FormulaLibraryRating — platform-level; one vote per company per formula
+        modelBuilder.Entity<FormulaLibraryRating>()
+            .HasOne(r => r.FormulaLibraryItem)
+            .WithMany()
+            .HasForeignKey(r => r.FormulaLibraryItemId)
+            .OnDelete(DeleteBehavior.Cascade);
+
+        modelBuilder.Entity<FormulaLibraryRating>()
+            .HasIndex(r => new { r.FormulaLibraryItemId, r.CompanyId })
+            .IsUnique()
+            .HasDatabaseName("IX_FormulaLibraryRatings_Item_Company");
+
+        // CustomItemTemplate → FormulaLibraryItem (nullable; only set on imported templates)
+        modelBuilder.Entity<CustomItemTemplate>()
+            .HasOne(t => t.SourceFormulaLibraryItem)
+            .WithMany()
+            .HasForeignKey(t => t.SourceFormulaLibraryItemId)
+            .IsRequired(false)
+            .OnDelete(DeleteBehavior.SetNull);
     }
 
     /// <summary>

src/PowderCoating.Infrastructure/Data/AuditInterceptor.cs

@@ -21,7 +21,7 @@ public class AuditInterceptor : SaveChangesInterceptor
     private static readonly HashSet<string> AuditedTypes = new(StringComparer.Ordinal)
     {
         nameof(Customer), nameof(Job), nameof(Quote), nameof(Equipment),
-        nameof(MaintenanceRecord), nameof(Vendor), nameof(ShopWorker),
+        nameof(MaintenanceRecord), nameof(Vendor),
         nameof(InventoryItem), nameof(Company),
         // Financial entities
         nameof(Invoice), nameof(Payment), nameof(Bill), nameof(BillPayment),

src/PowderCoating.Infrastructure/Migrations/20260316155002_Baseline.cs

@@ -11,26 +11,20 @@ namespace PowderCoating.Infrastructure.Migrations
         /// <inheritdoc />
         protected override void Up(MigrationBuilder migrationBuilder)
         {
-            migrationBuilder.UpdateData(
-                table: "PricingTiers",
-                keyColumn: "Id",
-                keyValue: 1,
-                column: "CreatedAt",
-                value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7851));
-
-            migrationBuilder.UpdateData(
-                table: "PricingTiers",
-                keyColumn: "Id",
-                keyValue: 2,
-                column: "CreatedAt",
-                value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7856));
-
-            migrationBuilder.UpdateData(
-                table: "PricingTiers",
-                keyColumn: "Id",
-                keyValue: 3,
-                column: "CreatedAt",
-                value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7858));
+            // These UpdateData calls were generated from an existing live database.
+            // On a fresh install the PricingTiers table and its seed rows may not exist yet
+            // (seeding is manual via Platform Management → Seed Data), so guard each update.
+            migrationBuilder.Sql(@"
+                IF OBJECT_ID(N'[PricingTiers]', N'U') IS NOT NULL
+                BEGIN
+                    IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 1)
+                        UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377851Z' WHERE [Id] = 1;
+                    IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 2)
+                        UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377856Z' WHERE [Id] = 2;
+                    IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 3)
+                        UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377858Z' WHERE [Id] = 3;
+                END
+            ");
         }
 
         /// <inheritdoc />

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

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

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

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

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

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

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

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

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

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