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Author SHA1 Message Date
spouliot b7ab85ff92 Merge dev into master: QR scan URL fixes and http scheme failsafe 2026-05-22 17:41:01 -04:00
spouliot 15b070398b Change URL scheme fallback from https to http
Manufacturer product pages are often not on secure connections; http:// is the
safer default to avoid connection failures on non-SSL sites.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 17:40:14 -04:00
spouliot 14f220347b Add scheme failsafe to all inventory URL link buttons
If a stored URL is missing http:// or https:// the browser treats it as relative
and appends it to the app URL. Guard in three places:

- inventory-catalog-lookup.js syncLinkButton: ensureAbsoluteUrl() prepends https://
- inventory-label-scan.js syncLink: same guard for scan-filled URL fields
- Details.cshtml SafeUrl() Razor helper on SpecPageUrl, SdsUrl, TdsUrl links

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 17:38:09 -04:00
spouliot baec0b33f7 Fix QR scan stripping scheme from product URL
LookupAsync builds SpecPageUrl from the ProductUrlTemplate via TryBuildDirectUrl.
If the template is stored without a scheme the link is scheme-less and browsers
treat it as relative, appending it to the app URL.

The scanned QR URL is always fully-qualified and always the correct product page
(it came from the manufacturer's bag), so use it unconditionally as SpecPageUrl
on the pattern-matched QR path instead of only when SpecPageUrl was null.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 17:26:56 -04:00
spouliot ce7b00b68c Merge dev into master: inventory bin filter, print bin, mobile login fixes, QR scan fix 2026-05-22 15:22:38 -04:00
spouliot dfb1d34af3 Add inventory bin filter, print bin, mobile login fixes, and QR scan fix
- Inventory: location filter dropdown + Print Bin page (line #, name, color, SKU)
- Fix: Prismatic Powders QR scan now extracts manufacturer/SKU/color from URL path
  and uses full LookupAsync pipeline instead of relying on page fetch alone
- Fix: iOS Safari 'Login / data Zero KB' download -- add OnRejected HTML response to rate limiter
- Fix: mobile session logout -- ConfigureApplicationCookie with 30-day MaxAge persistent cookie
- Help: new 'Location Filtering & Bin Print' section in Inventory help article
- Help: HelpKnowledgeBase updated with bin filter and print bin details

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 15:19:11 -04:00
spouliot c5c1244177 Merge dev into master
- Inline item editing on Job/Quote/Invoice Details pages
- Live pricing summary and Job Costing card updates on save
- PatchItem legacy fallback for jobs without PricingBreakdownJson
- GetCostingBreakdown revenue from FinalPrice (not invoice total)
- Help docs: Inline Price Editing sections added to all three detail pages
- AI knowledge base updated with inline editing and costing revenue behavior
- AGENTS.md tracked; .gitignore updated for Claude Code settings and build logs
- Resolve conflict in Payment/Index.cshtml (em dash entity style)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 08:35:29 -04:00
spouliot 8c86eba4f2 Untrack .claude/settings.local.json (covered by .gitignore)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 08:34:19 -04:00
spouliot d4dddfa727 Track AGENTS.md; ignore Claude Code settings and build logs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 08:33:25 -04:00
spouliot 1bb07162cd Inline item editing on Job Details with live pricing and costing updates
- PatchItem: add case-insensitive JSON deserialization; add legacy fallback
  that computes a live breakdown from job items when PricingBreakdownJson is null
- PatchItem: return itemsSubtotal, subtotalBeforeDiscount, subtotalAfterDiscount,
  taxAmount in JSON response for immediate DOM updates
- GetCostingBreakdown: use job.FinalPrice as revenue (not invoice total) so
  costing figures reflect inline edits before an invoice exists
- Details.cshtml: add data-pb attributes to visible pricing rows; add
  job-final-price-display class to visible Total element
- Details.cshtml: wire afterSave callback to call costing.load() after each edit
- inline-item-edit.js: add afterSave hook in commit(); clean up debug logging
- Help docs: add Inline Price Editing sections to Jobs, Quotes, and Invoices
  help articles; add inline editing + job costing revenue notes to AI knowledge base

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 23:56:36 -04:00
spouliot ec925f9e08 Temp: add console.debug to updateTotals for diagnosis 2026-05-20 23:09:14 -04:00
spouliot 600196f679 Add ws://localhost:* to dev CSP connect-src for browser refresh
aspnetcore-browser-refresh.js uses plain ws:// (not wss://) so it was
blocked by the CSP which only listed wss://localhost:*. Both are needed
in dev: ws:// for the dotnet watch browser refresh socket, wss:// for
SignalR.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 23:03:08 -04:00
spouliot eb13283e76 Fix inline edit not updating pricing breakdown on Job Details
Jobs/PatchItem now returns the full breakdown (itemsSubtotal,
subtotalBeforeDiscount, subtotalAfterDiscount, taxAmount) so all rows
in the pricing card update live without a page refresh.

Added data-pb attributes to the matching spans in the pricing panel.
Updated window.inlineItemEdit.totals config for jobs to map each
response key to its DOM selector.

updateTotals in inline-item-edit.js is now fully generic — cfg.totals
keys must match server response property names directly, eliminating
the old hardcoded tax/taxAmount and balance/balanceDue mismatches.
Updated Quote and Invoice configs accordingly (tax→taxAmount,
balance→balanceDue).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:58:26 -04:00
spouliot 30c644a8ec Fix service worker TypeError on localhost; inline edit config timing
sw.js: Remove fetch event interception entirely. The passthrough
e.respondWith(fetch(request)) call was throwing TypeError on localhost
HTTPS due to certificate trust differences in the SW context, causing
JS/CSS resource loads to fail. The SW exists for PWA installability
only — no interception is needed to satisfy that requirement.

inline-item-edit.js: Move window.inlineItemEdit config read inside
DOMContentLoaded so script load order vs. config assignment in
@section Scripts doesn't matter.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:48:31 -04:00
spouliot 0e480adbf6 Fix inline item editing never activating on details pages
The script IIFE was reading window.inlineItemEdit at load time, before
the inline <script> block in @section Scripts had executed to set it.
Config read moved inside DOMContentLoaded so it fires after all inline
scripts in the section have run, regardless of src vs. inline order.
cfg is now passed as a parameter to makeEditable and attachListeners
instead of being captured from the outer IIFE scope.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:37:27 -04:00
spouliot eaab0af51f Fix facility overhead missing from invoices on quote-based jobs
For quote-based jobs, invoice creation now reads fee components (oven,
facility overhead, shop supplies, rush fee) from the job's
PricingBreakdownJson snapshot rather than the source quote. The
FacilityOverheadCost column was added to Quotes in May 2026; older
quotes have 0 there even though overhead was included in their total,
causing invoices to silently drop the overhead charge. The job snapshot
is updated on every save so it always reflects the current pricing.
Tax rate and discount still come from the source quote as agreed terms.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:18:52 -04:00
spouliot 51a5268bc2 Fix Log Material dropdown invisible in dark mode
Replace hardcoded #fff / #f8f9fa / #dee2e6 / #e8eeff colors with Bootstrap
CSS variables so the dropdown respects the active theme.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 21:40:44 -04:00
spouliot a0bdd2b5b4 Sweep all .cshtml files for encoding corruption; add pre-commit guard
Replace all corruption variants with HTML entities across 226 view files:
- 3-char UTF-8-as-Win1252 sequences (ae-corruption)
- Standalone smart/curly quotes that break C# Razor expressions
- Partially re-corrupted variants where the 3rd byte was normalised to ASCII

tools/Fix-Encoding.ps1: re-runnable sweep; uses [char] code points so the
script itself never contains a literal non-ASCII character; supports -DryRun

.githooks/pre-commit: blocks commits containing the ae-corruption byte
signature (xc3xa2xe2x82xac); git core.hooksPath = .githooks so the
hook is repo-committed and active for all future work on this machine.

Build clean; 225 unit tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 21:37:10 -04:00
spouliot 21b39161a3 Fix encoding corruption in Bills and Expenses views
Replace literal Unicode chars (em dash, ellipsis, angle quotes, box-drawing)
with HTML entities to prevent corruption from AI tools and Windows encoding.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 17:06:31 -04:00
spouliot b241daf15e Add packing slip PDF to invoice details page
Generates a no-price packing slip (items, color, qty + signature line) via
QuestPDF. New DownloadPackingSlip action reuses existing invoice data pipeline;
Packing Slip button opens inline in a new tab same as Print/PDF.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 16:52:46 -04:00
spouliot 25140554ad Merge hotfixes: Stripe receipt_email, surcharge fix, void deposit/credit, cache headers
- Remove receipt_email from Stripe PaymentIntent (any email accepted at checkout)
- Fix surcharge payment: input/validation based on total-with-fee, not base amount
- Add InvariantCulture to payment JS literals
- Fix voided invoice leaving deposits locked (re-releases for next invoice)
- Convert non-deposit payments to CRED- credits on void (preserves money trail)
- Cache-Control: no-store on authenticated pages (prevents browser cache corruption)
- Fix Edit Payment onclick encoding for apostrophes in reference/notes

Inline item editing (7fa385a) held in dev pending further testing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:19:10 -04:00
spouliot 46cadea367 Add Cache-Control: no-store for authenticated pages; fix payment onclick encoding
Prevents browsers from caching authenticated pages, which resolves stale/corrupt
cache bugs (e.g. Firefox refusing to navigate to a specific invoice). Also fixes
the Edit Payment button onclick to use Json.Serialize for Reference/Notes so
apostrophes and other special characters don't break the JavaScript string literal.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:18:04 -04:00
spouliot cfe937c0c3 Convert non-deposit payments to customer credits on invoice void
When voiding an invoice that has non-deposit payments (e.g. CC charges),
those payments are now converted to CRED- Deposit records so the money
trail is preserved and the credit auto-applies to the replacement invoice.
Deposits that were applied to the voided invoice are also re-released so
they can auto-apply again. Void confirmation dialog and success message
both reflect the credit amount when applicable.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:18:03 -04:00
spouliot 3ad6b0d08f Fix voided invoice leaving deposits locked as applied
When an invoice was voided, deposits auto-applied at invoice creation
kept their AppliedToInvoiceId pointing at the voided invoice. The
replacement invoice lookup (AppliedToInvoiceId == null) skipped them,
so the deposit was never re-applied and the customer was charged in full.

Void now clears AppliedToInvoiceId/AppliedDate on all deposits tied to
the invoice so they're available for the next invoice, and credits the
CustomerDeposits 2300 liability account to restore the balance that was
debited when the deposits were originally applied.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:18:01 -04:00
spouliot fdac0240d1 Fix Stripe receipt_email + online payment surcharge and hardening
Remove receipt_email from PaymentIntent creation so customers can use
any email at Stripe checkout without a stored-email mismatch blocking
payment. Remove now-dead CustomerEmail from PaymentPageViewModel.

Fix surcharge payment input: amount field now represents the total the
customer pays (including fee); JS back-calculates base before sending
to server. Add InvariantCulture to numeric Razor→JS literals to prevent
comma-decimal cultures from truncating surcharge values.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:17:57 -04:00
spouliot 81dc34bab4 Add Cache-Control: no-store for authenticated pages; fix payment onclick encoding
Prevents browsers from caching authenticated pages, which resolves stale/corrupt
cache bugs (e.g. Firefox refusing to navigate to a specific invoice). Also fixes
the Edit Payment button onclick to use Json.Serialize for Reference/Notes so
apostrophes and other special characters don't break the JavaScript string literal.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:11:03 -04:00
spouliot b9e9449c8b Convert non-deposit payments to customer credits on invoice void
When voiding an invoice that has non-deposit payments (e.g. CC charges),
those payments are now converted to CRED- Deposit records so the money
trail is preserved and the credit auto-applies to the replacement invoice.
Deposits that were applied to the voided invoice are also re-released so
they can auto-apply again. Void confirmation dialog and success message
both reflect the credit amount when applicable.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:42:54 -04:00
spouliot fd38785942 Fix voided invoice leaving deposits locked as applied
When an invoice was voided, deposits auto-applied at invoice creation
kept their AppliedToInvoiceId pointing at the voided invoice. The
replacement invoice lookup (AppliedToInvoiceId == null) skipped them,
so the deposit was never re-applied and the customer was charged in full.

Void now clears AppliedToInvoiceId/AppliedDate on all deposits tied to
the invoice so they're available for the next invoice, and credits the
CustomerDeposits 2300 liability account to restore the balance that was
debited when the deposits were originally applied.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:27:10 -04:00
spouliot 33277de727 Payment hardening: InvariantCulture on JS literals, remove dead CustomerEmail
Razor numeric expressions emitted into JS literals (MAX_TOTAL,
SURCHARGE_VALUE) now use InvariantCulture, matching the pattern already
used on the deposit page. Without this, a server culture with comma
decimal separators would silently truncate values like 2.5% to 2.

CustomerEmail removed from PaymentPageViewModel and
DepositPaymentPageViewModel — it was populated from the DB on every
payment page load but never consumed after receipt_email was removed
from the Stripe PaymentIntent.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:20:47 -04:00
spouliot 4ac62551f4 Fix online payment surcharge — input and validation based on total
The payment amount input was capped at BalanceDue (e.g. $5.00) but the
customer was being charged TotalWithSurcharge (e.g. $5.15), causing
validation to reject any attempt to pay the correct total amount.

Input now defaults to and accepts up to TotalWithSurcharge. On submit,
the JS back-calculates the base amount before sending to the server so
the server-side surcharge addition produces the same PaymentIntent total
that the Stripe Elements were initialized with — eliminating the
amount-mismatch error from Stripe on confirmation.

Also calls elements.update() when the amount changes so partial payments
don't cause an Elements/PaymentIntent amount mismatch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:16:50 -04:00
spouliot 7fa385aeb8 Inline item editing on details pages; fix Stripe receipt_email
Allow description, quantity, and price to be edited inline on Quote,
Job, and Invoice details pages without re-opening the wizard. Coating
and prep service rows remain read-only by design. Invoice editing is
gated to Draft/Sent/Overdue statuses; totals update live in the DOM.

Remove receipt_email from Stripe PaymentIntent creation so customers
can use any email they choose at checkout — Stripe validates format
and sends the receipt to whatever the customer enters in the Payment
Element, eliminating the risk of a stored email mismatch blocking a
payment from processing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 11:49:04 -04:00
spouliot 8452ea3fcd Merge remote-tracking branch 'origin/master' into dev 2026-05-20 10:37:45 -04:00
spouliot 9b34ff564e Update AI assistant and help docs for recent changes
HelpKnowledgeBase:
- Jobs list: document On Floor default view and 5 filter pills (All/On Floor/Overdue/Ready/Completed) with global counts
- Creating a job: add Oven & Batch Settings step
- Completing a job: new entry explaining Complete Job modal, per-color powder grouping, QR scan credit
- Invoice from job: note that coat colors appear in line item descriptions

Help/Jobs.cshtml:
- Overview: mention On Floor default and filter pills
- Creating a job: add oven/batch settings step in the numbered list
- New "Completing a Job" section: modal fields, powder grouping by color, QR credit, SMS behavior
- Invoice from job step: mention coat color in line item descriptions
- Add "Completing a Job" to page nav

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 20:15:58 -04:00
spouliot 24f3df1bbc Jobs list defaults to On Floor; add Completed filter pill; fix encoding bugs
- /Jobs now redirects to ?statusGroup=active so completed jobs don't clutter the default view
- Add Completed pill (filters Completed + ReadyForPickup + Delivered)
- Pill badge counts are now global DB counts, not page-local item counts
- Ready pill badge now shows ReadyForPickup-only count
- All pill links to ?statusGroup=all to bypass the redirect
- Fix double-encoded &amp; in Completed filter alert label
- Fix corrupted em dash (â€") in Customers/Details billing email fallback text

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 20:11:33 -04:00
spouliot 551116d7e5 Mobile layout fix for Job Details items; coat color on invoice line items
- Job Details: hide desktop item tables on mobile (d-none d-lg-block) so only
  the existing mobile-card layout shows on small screens — prevents 20-line rows
  on a narrow phone display
- Invoices Create (ForJob path): load job item coats and derive ColorName from
  coat colors when the item itself has no explicit color set; multiple coats join
  as 'Color1 / Color2' — lets customers distinguish repeated items (e.g. multiple
  caliper sets) on the invoice

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 19:34:54 -04:00
281 changed files with 3924 additions and 2027 deletions
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"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 { $_.Name -match \"quest|skia\" } | Select-Object Name)"
]
}
}
+27
View File
@@ -0,0 +1,27 @@
#!/bin/sh
# Pre-commit hook: block commits containing corrupted Unicode in .cshtml files.
#
# All corruption variants start with the UTF-8 byte sequence for a-circumflex
# followed by euro-sign (bytes C3 A2 E2 82 AC), which is the first two chars
# of every known corruption pattern. Grep for that byte sequence in staged files.
STAGED=$(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
+5
View File
@@ -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
+571
View File
@@ -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 13 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.
@@ -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; }
@@ -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; }
@@ -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,
@@ -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);
}
@@ -29,6 +29,10 @@ 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
@@ -2753,4 +2753,187 @@ 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);
});
});
});
}
}
@@ -1209,6 +1209,15 @@ Rules:
sb.AppendLine("Page content:");
sb.AppendLine(pageContent);
}
else if (!string.IsNullOrWhiteSpace(fetchUrl))
{
// Page content unavailable (fetch failed or blocked) — still surface the URL so Claude
// can use its training knowledge of the manufacturer URL structure (e.g. Prismatic SKU
// in the path) to infer product identity rather than returning all-null fields.
sb.AppendLine();
sb.AppendLine($"Product URL (page content could not be fetched): {fetchUrl}");
sb.AppendLine("Use your training knowledge of this manufacturer and the URL to fill in as many fields as possible.");
}
return sb.ToString();
}
@@ -162,7 +162,6 @@ public class StripeConnectService : IStripeConnectService
decimal invoiceTotal,
decimal surchargeAmount,
string currency,
string customerEmail,
string invoiceNumber,
int invoiceId)
{
@@ -175,7 +174,6 @@ public class StripeConnectService : IStripeConnectService
{
Amount = amountInCents,
Currency = currency.ToLower(),
ReceiptEmail = customerEmail,
Description = $"Invoice {invoiceNumber}",
Metadata = new Dictionary<string, string>
{
@@ -215,7 +213,6 @@ public class StripeConnectService : IStripeConnectService
decimal depositAmount,
decimal surchargeAmount,
string currency,
string customerEmail,
string quoteNumber,
int quoteId)
{
@@ -228,7 +225,6 @@ public class StripeConnectService : IStripeConnectService
{
Amount = amountInCents,
Currency = currency.ToLower(),
ReceiptEmail = customerEmail,
Description = $"Deposit for quote {quoteNumber}",
Metadata = new Dictionary<string, string>
{
@@ -64,6 +64,7 @@ public class InventoryController : Controller
public async Task<IActionResult> Index(
string? searchTerm,
string? category,
string? location,
string? sortColumn,
string sortDirection = "asc",
bool lowStockOnly = false,
@@ -87,50 +88,64 @@ public class InventoryController : Controller
};
gridRequest.Validate();
// Build search and category filter
// Build filter — compose search, category, location, and low-stock predicates
System.Linq.Expressions.Expression<Func<InventoryItem, bool>>? filter = null;
if (lowStockOnly && !string.IsNullOrWhiteSpace(searchTerm))
{
var search = searchTerm.ToLower();
var hasSearch = !string.IsNullOrWhiteSpace(searchTerm);
var hasCategory = !string.IsNullOrWhiteSpace(category);
var hasLocation = !string.IsNullOrWhiteSpace(location);
var search = searchTerm?.ToLower() ?? "";
var cat = category ?? "";
var loc = location ?? "";
if (lowStockOnly && hasSearch && hasLocation)
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint
&& (i.SKU.ToLower().Contains(search)
|| i.Name.ToLower().Contains(search)
&& (i.Location != null && i.Location.ToLower() == loc.ToLower())
&& (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)));
}
else if (lowStockOnly && hasSearch)
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint
&& (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)));
else if (lowStockOnly && hasLocation)
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
else if (lowStockOnly)
{
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint;
}
else if (!string.IsNullOrWhiteSpace(searchTerm) && !string.IsNullOrWhiteSpace(category))
{
// Both search and category filter
var search = searchTerm.ToLower();
var cat = category;
filter = i => (i.SKU.ToLower().Contains(search)
|| i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
else if (hasSearch && hasCategory && hasLocation)
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
&& i.Category.ToLower() == cat.ToLower()
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
else if (hasSearch && hasCategory)
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
&& i.Category.ToLower() == cat.ToLower();
}
else if (!string.IsNullOrWhiteSpace(searchTerm))
{
// Search only
var search = searchTerm.ToLower();
filter = i => i.SKU.ToLower().Contains(search)
|| i.Name.ToLower().Contains(search)
else if (hasSearch && hasLocation)
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
else if (hasSearch)
filter = i => i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search));
}
else if (!string.IsNullOrWhiteSpace(category))
{
// Category filter only
var cat = category;
else if (hasCategory && hasLocation)
filter = i => i.Category.ToLower() == cat.ToLower()
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
else if (hasCategory)
filter = i => i.Category.ToLower() == cat.ToLower();
}
else if (hasLocation)
filter = i => i.Location != null && i.Location.ToLower() == loc.ToLower();
// Build orderBy function
Func<IQueryable<InventoryItem>, IOrderedQueryable<InventoryItem>> orderBy = gridRequest.SortColumn switch
@@ -159,19 +174,21 @@ public class InventoryController : Controller
var pagedResult = PagedResult<InventoryListDto>.From(gridRequest, itemDtos, totalCount);
// Load all items once to compute sidebar stats and category list in memory
// Load all items once to compute sidebar stats and dropdown option lists in memory
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
var allItems = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
ViewBag.Categories = allItems.Select(i => i.Category).Where(c => c != null).Distinct().OrderBy(c => c).ToList();
ViewBag.Locations = allItems.Select(i => i.Location).Where(l => !string.IsNullOrWhiteSpace(l)).Distinct().OrderBy(l => l).ToList();
ViewBag.StatsLowStockCount = allItems.Count(i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint);
ViewBag.StatsActiveCount = allItems.Count(i => i.IsActive);
ViewBag.StatsTotalValue = allItems.Sum(i => (decimal?)i.QuantityOnHand * i.UnitCost) ?? 0m;
// Set ViewBag for sorting and filters
ViewBag.SearchTerm = searchTerm;
ViewBag.Category = category;
ViewBag.SearchTerm = searchTerm;
ViewBag.Category = category;
ViewBag.Location = location;
ViewBag.LowStockOnly = lowStockOnly;
ViewBag.SortColumn = gridRequest.SortColumn;
ViewBag.SortColumn = gridRequest.SortColumn;
ViewBag.SortDirection = gridRequest.SortDirection;
return View(pagedResult);
@@ -184,6 +201,26 @@ public class InventoryController : Controller
}
}
/// <summary>
/// Returns a print-optimised list of all active inventory items in a given bin/location.
/// Renders without the site chrome (no layout) so the browser print dialog produces a
/// clean page. Items are sorted by name within the bin.
/// </summary>
public async Task<IActionResult> PrintBin(string location)
{
if (string.IsNullOrWhiteSpace(location))
return RedirectToAction(nameof(Index));
var loc = location.Trim();
var items = await _unitOfWork.InventoryItems.FindAsync(
i => i.Location != null && i.Location.ToLower() == loc.ToLower());
var dtos = _mapper.Map<List<InventoryListDto>>(items.OrderBy(i => i.Name).ToList());
ViewBag.Location = loc;
ViewBag.PrintedAt = DateTime.Now;
return View(dtos);
}
/// <summary>
/// Renders the inventory item detail page. The primary vendor name is looked up
/// separately because the repository does not eager-load Vendor by default, avoiding
@@ -897,10 +934,31 @@ public class InventoryController : Controller
if (!string.IsNullOrWhiteSpace(qrUrl))
{
// QR path: fetch the product page; LookupByUrlAsync now maps all identity + spec fields
aiResult = await _aiLookupService.LookupByUrlAsync(qrUrl, null);
if (aiResult.Success && aiResult.SpecPageUrl == null)
aiResult.SpecPageUrl = qrUrl;
// QR path: try to extract product identity from the URL using manufacturer patterns.
// Prismatic Powders URLs embed both the SKU and color slug in the path
// (e.g. /shop/powder-coating-colors/PMB-6906/fire-red), so we can feed the full
// LookupAsync pipeline (Serper + direct URL + Claude) with real context instead of
// relying solely on a page fetch that may fail in production.
var activePatterns = (await _unitOfWork.ManufacturerLookupPatterns.GetAllAsync(ignoreQueryFilters: true))
.Where(p => p.IsActive).ToList();
var (urlMfr, urlColor, urlPart) = TryParseManufacturerUrl(qrUrl, activePatterns);
if (!string.IsNullOrWhiteSpace(urlMfr))
{
aiResult = await _aiLookupService.LookupAsync(urlMfr, urlColor, null, urlPart);
// The scanned QR URL is always the authoritative product page link — it came
// directly from the manufacturer's bag and is always fully-qualified. Overwrite
// whatever LookupAsync returned (which may be a scheme-less path from the template).
if (aiResult.Success)
aiResult.SpecPageUrl = qrUrl;
}
else
{
// No pattern match — fall back to URL-based lookup
aiResult = await _aiLookupService.LookupByUrlAsync(qrUrl, null);
if (aiResult.Success && aiResult.SpecPageUrl == null)
aiResult.SpecPageUrl = qrUrl;
}
}
else if (!string.IsNullOrWhiteSpace(imageBase64))
{
@@ -1272,6 +1330,72 @@ public class InventoryController : Controller
return transferEfficiency ?? DefaultTransferEfficiency;
}
/// <summary>
/// Reverse-parses a scanned QR URL against known manufacturer URL templates to extract
/// product identity (manufacturer name, color name, part number). For example, a Prismatic
/// Powders URL like /shop/powder-coating-colors/PMB-6906/fire-red yields manufacturer
/// "Prismatic Powders", partNumber "PMB-6906", and colorName "Fire Red". Returns nulls
/// when no active pattern matches the URL domain.
/// </summary>
private static (string? manufacturer, string? colorName, string? partNumber) TryParseManufacturerUrl(
string url, IEnumerable<Core.Entities.ManufacturerLookupPattern> patterns)
{
Uri? parsed;
try { parsed = new Uri(url); } catch { return (null, null, null); }
var host = parsed.Host.Replace("www.", "", StringComparison.OrdinalIgnoreCase);
foreach (var pattern in patterns.Where(p => !string.IsNullOrEmpty(p.Domain) && !string.IsNullOrEmpty(p.ProductUrlTemplate)))
{
if (!host.Equals(pattern.Domain, StringComparison.OrdinalIgnoreCase)) continue;
var template = pattern.ProductUrlTemplate!;
var placeholderKeys = new[] { "{partNumber}", "{slug}", "{colorName}", "{colorCode}" };
// Find the first placeholder to split off the static prefix
var firstIdx = placeholderKeys
.Select(ph => template.IndexOf(ph, StringComparison.OrdinalIgnoreCase))
.Where(i => i >= 0)
.DefaultIfEmpty(-1)
.Min();
if (firstIdx < 0) continue;
var staticPrefix = template[..firstIdx].TrimEnd('/');
var fullUrl = url.TrimEnd('/');
if (!fullUrl.StartsWith(staticPrefix, StringComparison.OrdinalIgnoreCase)) continue;
var templateSegments = template[firstIdx..].Split('/', StringSplitOptions.RemoveEmptyEntries);
var urlSegments = fullUrl[staticPrefix.Length..].Split('/', StringSplitOptions.RemoveEmptyEntries);
var extracted = new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
bool matched = true;
for (int i = 0; i < templateSegments.Length && i < urlSegments.Length; i++)
{
var seg = templateSegments[i];
if (seg.StartsWith("{") && seg.EndsWith("}"))
extracted[seg[1..^1]] = urlSegments[i];
else if (!seg.Equals(urlSegments[i], StringComparison.OrdinalIgnoreCase))
{ matched = false; break; }
}
if (!matched) continue;
extracted.TryGetValue("partNumber", out var partNumber);
var slug = extracted.TryGetValue("slug", out var s) ? s
: extracted.TryGetValue("colorName", out var cn) ? cn
: extracted.TryGetValue("colorCode", out var cc) ? cc : null;
// Convert URL slug to display name: "fire-red" → "Fire Red"
string? colorName = slug == null ? null
: string.Join(" ", slug.Split(new[] { '-', '_' }, StringSplitOptions.RemoveEmptyEntries)
.Select(w => w.Length > 0 ? char.ToUpperInvariant(w[0]) + w[1..].ToLowerInvariant() : w));
return (pattern.ManufacturerName, colorName, partNumber);
}
return (null, null, null);
}
/// <summary>
/// Normalizes a string to title-case using the current culture's TextInfo. Applied to
/// inventory item names on create and edit so the list view is consistently formatted
@@ -355,6 +355,15 @@ public class InvoicesController : Controller
var job = await _unitOfWork.Jobs.GetByIdAsync(jobId.Value, false, j => j.Customer, j => j.JobItems);
if (job == null) return NotFound();
// Pre-load coats so we can derive color names for invoice line items
var activeItemIds = job.JobItems.Where(ji => !ji.IsDeleted).Select(ji => ji.Id).ToList();
var allCoats = activeItemIds.Any()
? (await _unitOfWork.JobItemCoats.FindAsync(c => activeItemIds.Contains(c.JobItemId) && !c.IsDeleted)).ToList()
: new List<JobItemCoat>();
var coatsByItem = allCoats
.GroupBy(c => c.JobItemId)
.ToDictionary(g => g.Key, g => g.OrderBy(c => c.Sequence).ToList());
// Validate no existing active invoice for this job (voided ones are kept as history)
var existing = await _unitOfWork.Invoices.GetForJobAsync(jobId.Value);
if (existing != null && existing.Status != InvoiceStatus.Voided)
@@ -404,6 +413,16 @@ public class InvoicesController : Controller
revenueAccountId = ci.RevenueAccountId;
revenueAccountId ??= defaultRevenueAccount?.Id;
// Derive color from coats when the item itself has no explicit color set
var derivedColor = item.ColorName;
if (string.IsNullOrEmpty(derivedColor) && coatsByItem.TryGetValue(item.Id, out var itemCoats))
{
var coatColors = itemCoats
.Where(c => !string.IsNullOrEmpty(c.ColorName))
.Select(c => c.ColorName!);
derivedColor = string.Join(" / ", coatColors);
}
dto.InvoiceItems.Add(new CreateInvoiceItemDto
{
SourceJobItemId = item.Id,
@@ -412,7 +431,7 @@ public class InvoicesController : Controller
Quantity = item.Quantity > 0 ? item.Quantity : 1,
UnitPrice = item.UnitPrice,
TotalPrice = item.TotalPrice,
ColorName = item.ColorName,
ColorName = derivedColor,
Notes = item.Notes,
DisplayOrder = order++,
RevenueAccountId = revenueAccountId
@@ -445,16 +464,22 @@ public class InvoicesController : Controller
// If the job came from a quote, carry over the quote-level costs and agreed terms.
// The quote SubTotal = sum(items) + oven batch cost + shop supplies.
// Job items only capture per-item prices, so oven & shop supplies need a separate line.
// Read directly from the quote snapshot — never try to reverse-engineer from job.FinalPrice
// because FinalPrice is recalculated on every item edit and can drift from the original quote.
// For fee components, prefer the job's own breakdown snapshot (updated every time the job
// is saved) over the source quote — the quote's FacilityOverheadCost was only added in
// migration AddQuotePricingSnapshotFields (May 2026); older quotes have 0 there even though
// overhead was included in the quote total. Tax and discount still come from the quote
// because those represent the customer-approved agreed terms.
if (sourceQuote != null)
{
// Bundle all quote-level charges so the invoice subtotal matches the quote total.
// FacilityOverheadCost is included — it is a real cost baked into the quoted price.
var processingFees = sourceQuote.OvenBatchCost
+ sourceQuote.FacilityOverheadCost
+ sourceQuote.ShopSuppliesAmount
+ sourceQuote.RushFee;
// Prefer job breakdown values for dynamic fee components; fall back to quote for
// compatibility with jobs that were never re-saved after the May 2026 migration.
var ovenCost = jobBreakdown != null ? jobBreakdown.OvenBatchCost : sourceQuote.OvenBatchCost;
var overhead = jobBreakdown != null ? jobBreakdown.FacilityOverheadCost : sourceQuote.FacilityOverheadCost;
var shopSupplies = jobBreakdown != null ? jobBreakdown.ShopSuppliesAmount : sourceQuote.ShopSuppliesAmount;
var rushFee = jobBreakdown != null ? jobBreakdown.RushFee : sourceQuote.RushFee;
// Bundle all quote-level charges so the invoice subtotal matches the job total.
var processingFees = ovenCost + overhead + shopSupplies + rushFee;
if (processingFees > 0.01m)
{
@@ -1461,6 +1486,7 @@ public class InvoicesController : Controller
}
var currentUser = await _userManager.GetUserAsync(User);
var totalCreditCreated = 0m; // populated inside transaction, used in success message
await _unitOfWork.ExecuteInTransactionAsync(async () =>
{
@@ -1480,6 +1506,75 @@ public class InvoicesController : Controller
await _unitOfWork.Payments.SoftDeleteAsync(payment.Id);
}
// Re-release any deposits that were applied to this invoice so they can be
// auto-applied to the replacement invoice. Without this, AppliedToInvoiceId
// stays set and the deposit lookup (AppliedToInvoiceId == null) skips them.
var appliedDeposits = await _unitOfWork.Deposits.FindAsync(
d => d.AppliedToInvoiceId == invoice.Id && !d.IsDeleted);
var totalDepositReleased = 0m;
foreach (var deposit in appliedDeposits)
{
deposit.AppliedToInvoiceId = null;
deposit.AppliedDate = null;
deposit.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.Deposits.UpdateAsync(deposit);
totalDepositReleased += deposit.Amount;
}
// Restore the CustomerDeposits 2300 liability that was cleared when the deposits
// were applied. Mirrors the DR at apply time; follows the same simplified reversal
// pattern as the rest of the void (regular payment GL entries are also left as-is).
if (totalDepositReleased > 0)
{
var custDepositsAcctId = await GetCustomerDepositsAccountIdAsync(invoice.CompanyId);
await _accountBalanceService.CreditAsync(custDepositsAcctId, totalDepositReleased);
}
// Convert non-deposit payments (cash, card, check, online) to customer credits so
// the money isn't lost when the invoice is voided. Each payment becomes a CRED-
// Deposit record linked to the same job; it will auto-apply when the replacement
// invoice is created, exactly like a normal deposit.
var nonDepositPayments = invoice.Payments
.Where(p => !p.IsDeleted && !(p.Reference ?? "").StartsWith("Deposit "))
.ToList();
if (nonDepositPayments.Any())
{
var credPrefix = $"CRED-{DateTime.UtcNow:yy}{DateTime.UtcNow.Month:D2}-";
var existingNums = (await _unitOfWork.Deposits.FindAsync(
d => d.CompanyId == invoice.CompanyId && d.ReceiptNumber.StartsWith(credPrefix),
ignoreQueryFilters: true))
.Select(d => d.ReceiptNumber).ToList();
var maxNum = 0;
foreach (var rn in existingNums)
{
var suffix = rn.Length >= credPrefix.Length + 4 ? rn[credPrefix.Length..] : "";
if (int.TryParse(suffix, out int parsed) && parsed > maxNum) maxNum = parsed;
}
var creditCustDepositsAcctId = await GetCustomerDepositsAccountIdAsync(invoice.CompanyId);
foreach (var payment in nonDepositPayments)
{
maxNum++;
await _unitOfWork.Deposits.AddAsync(new Core.Entities.Deposit
{
CompanyId = invoice.CompanyId,
CustomerId = invoice.CustomerId,
JobId = invoice.JobId,
Amount = payment.Amount,
PaymentMethod = payment.PaymentMethod,
ReceivedDate = payment.PaymentDate,
Reference = payment.Reference,
Notes = $"Credit from voided invoice {invoice.InvoiceNumber}" +
(string.IsNullOrWhiteSpace(payment.Notes) ? "." : $". Original: {payment.Notes}"),
ReceiptNumber = $"{credPrefix}{maxNum:D4}",
CreatedAt = DateTime.UtcNow
});
totalCreditCreated += payment.Amount;
}
// CR CustomerDeposits to create the liability matching the cash already in Checking
await _accountBalanceService.CreditAsync(creditCustDepositsAcctId, totalCreditCreated);
}
// Void any gift certificates that were generated from this invoice.
// Capture each GC's remaining balance BEFORE voiding so the GL entries below can use it.
var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(invoice.CompanyId);
@@ -1531,7 +1626,10 @@ public class InvoicesController : Controller
}); // end ExecuteInTransactionAsync
TempData["Success"] = $"Invoice {invoice.InvoiceNumber} has been voided.";
var creditMsg = totalCreditCreated > 0
? $" {totalCreditCreated:C} converted to customer credit and will auto-apply to the next invoice."
: "";
TempData["Success"] = $"Invoice {invoice.InvoiceNumber} has been voided.{creditMsg}";
return RedirectToAction(nameof(Details), new { id });
}
catch (Exception ex)
@@ -1690,6 +1788,59 @@ public class InvoicesController : Controller
}
}
// -----------------------------------------------------------------------
// GET: /Invoices/DownloadPackingSlip/5
// -----------------------------------------------------------------------
/// <summary>
/// Generates a no-price packing slip PDF for physical pickup/delivery paperwork.
/// Reuses the same company branding and invoice data pipeline as DownloadPdf but
/// delegates to GeneratePackingSlipPdfAsync which omits all pricing columns.
/// </summary>
public async Task<IActionResult> DownloadPackingSlip(int? id, bool inline = false)
{
if (id == null) return NotFound();
try
{
var invoice = await LoadInvoiceForViewAsync(id.Value);
if (invoice == null) return NotFound();
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Unauthorized();
var company = await _unitOfWork.Companies.GetByIdAsync(currentUser.CompanyId);
var companyInfo = new Application.DTOs.Company.CompanyInfoDto
{
CompanyName = company?.CompanyName ?? string.Empty,
Phone = company?.Phone,
Address = company?.Address,
City = company?.City,
State = company?.State,
ZipCode = company?.ZipCode,
PrimaryContactEmail = company?.PrimaryContactEmail
};
var (logoData, logoContentType) = await LoadCompanyLogoAsync(company);
var dto = await BuildInvoiceDtoAsync(invoice);
var pdfBytes = await _pdfService.GeneratePackingSlipPdfAsync(dto, logoData, logoContentType, companyInfo);
var fileName = $"PackingSlip-{invoice.InvoiceNumber}.pdf";
if (inline)
{
Response.Headers["Content-Disposition"] = $"inline; filename=\"{fileName}\"";
return File(pdfBytes, "application/pdf");
}
return File(pdfBytes, "application/pdf", fileName);
}
catch (Exception ex)
{
_logger.LogError(ex, "Error generating packing slip for invoice {Id}", id);
TempData["ErrorPermanent"] = $"Packing slip generation failed: {ex.Message}";
return RedirectToAction(nameof(Details), new { id });
}
}
// -----------------------------------------------------------------------
// GET: /Invoices/ForJob/5 — redirect to existing or Create
// -----------------------------------------------------------------------
@@ -3016,6 +3167,50 @@ public class InvoicesController : Controller
return false;
}
/// <summary>
/// Inline-edits description, quantity, and unit price on a single invoice line item.
/// Blocked on paid/voided invoices (same gate as the full Edit action).
/// Returns updated totals so the page can reflect the change without a reload.
/// </summary>
[HttpPost]
[ValidateAntiForgeryToken]
public async Task<IActionResult> PatchItem([FromBody] PatchInvoiceItemRequest request)
{
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Unauthorized();
var item = await _unitOfWork.InvoiceItems.GetByIdAsync(request.ItemId);
if (item == null) return NotFound();
var invoice = await _unitOfWork.Invoices.GetByIdAsync(item.InvoiceId);
if (invoice == null || invoice.CompanyId != currentUser.CompanyId) return NotFound();
if (invoice.Status is not (InvoiceStatus.Draft or InvoiceStatus.Sent or InvoiceStatus.Overdue))
return BadRequest(new { error = "Cannot edit items on a paid or voided invoice." });
item.Description = request.Description.Trim();
item.Quantity = request.Quantity;
item.UnitPrice = request.UnitPrice;
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
await _unitOfWork.InvoiceItems.UpdateAsync(item);
var allItems = await _unitOfWork.InvoiceItems.FindAsync(ii => ii.InvoiceId == invoice.Id);
var newSubTotal = allItems.Sum(i => i.TotalPrice);
invoice.SubTotal = newSubTotal;
invoice.TaxAmount = Math.Round(newSubTotal * invoice.TaxPercent / 100m, 2);
invoice.Total = Math.Round(newSubTotal - invoice.DiscountAmount + invoice.TaxAmount, 2);
await _unitOfWork.Invoices.UpdateAsync(invoice);
await _unitOfWork.CompleteAsync();
return Json(new {
lineTotal = item.TotalPrice,
subtotal = invoice.SubTotal,
taxAmount = invoice.TaxAmount,
total = invoice.Total,
balanceDue = invoice.BalanceDue
});
}
/// <summary>
/// Returns logo bytes and content type for PDF generation.
/// Prefers blob-stored logos (LogoFilePath) over the legacy DB column (LogoData).
@@ -3031,3 +3226,11 @@ public class InvoicesController : Controller
return (company.LogoData, company.LogoContentType);
}
}
public class PatchInvoiceItemRequest
{
public int ItemId { get; set; }
public string Description { get; set; } = string.Empty;
public decimal Quantity { get; set; }
public decimal UnitPrice { get; set; }
}
@@ -110,6 +110,11 @@ public class JobsController : Controller
{
try
{
// Default landing view: On Floor — redirect bare /Jobs to ?statusGroup=active
// so completed/cancelled jobs don't clutter the first screen.
if (string.IsNullOrEmpty(statusGroup) && string.IsNullOrEmpty(searchTerm) && string.IsNullOrEmpty(tagFilter))
return RedirectToAction("Index", new { statusGroup = "active" });
// Create and validate grid request
var gridRequest = new GridRequest
{
@@ -141,6 +146,13 @@ public class JobsController : Controller
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled;
}
else if (statusGroup == "completed")
{
filter = j => j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Completed
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Delivered;
}
// "all" or unknown group: no filter applied (show every status)
}
else if (!string.IsNullOrWhiteSpace(searchTerm))
{
@@ -195,6 +207,27 @@ public class JobsController : Controller
gridRequest, jobDtos,
string.IsNullOrWhiteSpace(tagFilter) ? totalCount : jobDtos.Count);
// Pill badge counts — always global (not scoped to current filter/page)
var today = DateTime.Today;
ViewBag.AllJobCount = await _unitOfWork.Jobs.CountAsync();
ViewBag.ActiveCount = await _unitOfWork.Jobs.CountAsync(j =>
j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Completed
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.ReadyForPickup
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled);
ViewBag.OverdueCount = await _unitOfWork.Jobs.CountAsync(j =>
j.DueDate < today
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Completed
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.ReadyForPickup
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled);
ViewBag.CompletedCount = await _unitOfWork.Jobs.CountAsync(j =>
j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Completed
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Delivered);
ViewBag.ReadyCount = await _unitOfWork.Jobs.CountAsync(j =>
j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup);
// Set ViewBag for sorting
ViewBag.SearchTerm = searchTerm;
ViewBag.StatusGroup = statusGroup;
@@ -3950,10 +3983,11 @@ public class JobsController : Controller
ovenCost = opCosts.OvenOperatingCostPerHour * defaultOvenCycleHours;
}
// 4. Revenue
decimal revenue = job.Invoice != null
? job.Invoice.Total
: (job.FinalPrice > 0 ? job.FinalPrice : job.QuotedPrice);
// 4. Revenue — prefer FinalPrice (reflects inline edits and job-level changes);
// fall back to Invoice.Total only when FinalPrice is zero (voided/zeroed job).
decimal revenue = job.FinalPrice > 0
? job.FinalPrice
: (job.Invoice?.Total ?? job.QuotedPrice);
// 5. Rework costs from linked rework jobs
var reworkRecords = await _unitOfWork.ReworkRecords.FindAsync(
@@ -3989,7 +4023,7 @@ public class JobsController : Controller
return Json(new {
revenue = Math.Round(revenue, 2),
revenueSource = job.Invoice != null ? "Invoice" : (job.FinalPrice > 0 ? "Final Price" : "Quoted Price"),
revenueSource = job.FinalPrice > 0 ? "Final Price" : (job.Invoice != null ? "Invoice" : "Quoted Price"),
powderCost = Math.Round(powderCost, 2),
laborCost = Math.Round(laborCost, 2),
ovenCost = Math.Round(ovenCost, 2),
@@ -4183,9 +4217,92 @@ public class JobsController : Controller
return Json(new { success = false, message = "An error occurred. Please try again." });
}
}
/// <summary>
/// Inline-edits description, quantity, and unit price on a single job line item.
/// Adjusts FinalPrice and the stored PricingBreakdownJson snapshot by the price delta.
/// Returns updated totals so the page can reflect the change without a reload.
/// </summary>
[HttpPost]
[ValidateAntiForgeryToken]
public async Task<IActionResult> PatchItem([FromBody] PatchJobItemRequest request)
{
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Unauthorized();
var item = await _unitOfWork.JobItems.GetByIdAsync(request.ItemId);
if (item == null) return NotFound();
var job = await _unitOfWork.Jobs.GetByIdAsync(item.JobId);
if (job == null || job.CompanyId != currentUser.CompanyId) return NotFound();
var oldTotal = item.TotalPrice;
item.Description = request.Description.Trim();
item.Quantity = request.Quantity;
item.UnitPrice = request.UnitPrice;
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
await _unitOfWork.JobItems.UpdateAsync(item);
var delta = item.TotalPrice - oldTotal;
job.FinalPrice = Math.Round(job.FinalPrice + delta, 2);
// Keep the stored pricing snapshot in sync so the breakdown panel stays consistent.
// Case-insensitive options handle JSON stored before PascalCase serialization was enforced.
QuotePricingBreakdownDto? pbFinal = null;
var jsonOpts = new JsonSerializerOptions { PropertyNameCaseInsensitive = true };
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
{
var pb = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson, jsonOpts);
if (pb != null)
{
pb.ItemsSubtotal += delta;
pb.SubtotalBeforeDiscount += delta;
pb.SubtotalAfterDiscount = pb.SubtotalBeforeDiscount - pb.DiscountAmount;
pb.TaxAmount = Math.Round(pb.SubtotalAfterDiscount * pb.TaxPercent / 100m, 2);
pb.Total = Math.Round(pb.SubtotalAfterDiscount + pb.RushFee + pb.TaxAmount, 2);
job.FinalPrice = pb.Total;
job.PricingBreakdownJson = JsonSerializer.Serialize(pb);
pbFinal = pb;
}
}
await _unitOfWork.Jobs.UpdateAsync(job);
await _unitOfWork.CompleteAsync();
// For legacy jobs without a stored snapshot, derive breakdown from live item totals.
if (pbFinal == null)
{
var allItems = await _unitOfWork.JobItems.FindAsync(ji => ji.JobId == job.Id && !ji.IsDeleted);
var itemsSubtotal = allItems.Sum(ji => ji.TotalPrice);
var subtotal = itemsSubtotal + job.OvenBatchCost + job.ShopSuppliesAmount;
pbFinal = new QuotePricingBreakdownDto
{
ItemsSubtotal = itemsSubtotal,
SubtotalBeforeDiscount = subtotal,
SubtotalAfterDiscount = subtotal,
Total = job.FinalPrice
};
}
return Json(new {
lineTotal = item.TotalPrice,
finalPrice = job.FinalPrice,
itemsSubtotal = pbFinal.ItemsSubtotal,
subtotalBeforeDiscount = pbFinal.SubtotalBeforeDiscount,
subtotalAfterDiscount = pbFinal.SubtotalAfterDiscount,
taxAmount = pbFinal.TaxAmount
});
}
}
public class DeleteTimeEntryRequest { public int Id { get; set; } }
public class PatchJobItemRequest
{
public int ItemId { get; set; }
public string Description { get; set; } = string.Empty;
public decimal Quantity { get; set; }
public decimal UnitPrice { get; set; }
}
public class LogMaterialRequest
{
public int JobId { get; set; }
@@ -75,7 +75,6 @@ public class PaymentController : Controller
CustomerName = customer != null
? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
: "Valued Customer",
CustomerEmail = customer?.Email ?? string.Empty,
CompanyName = company!.CompanyName,
BalanceDue = invoice.BalanceDue,
InvoiceTotal = invoice.Total,
@@ -127,8 +126,6 @@ public class PaymentController : Controller
return BadRequest(new { error = "Invalid payment amount." });
var surcharge = CalculateSurcharge(request.Amount, company!);
var customer = await _context.Customers.AsNoTracking()
.FirstOrDefaultAsync(c => c.Id == invoice.CustomerId);
var (success, clientSecret, paymentIntentId, stripeError) =
await _stripeConnect.CreatePaymentIntentAsync(
@@ -136,7 +133,6 @@ public class PaymentController : Controller
invoiceTotal: request.Amount,
surchargeAmount: surcharge,
currency: "usd",
customerEmail: customer?.Email ?? string.Empty,
invoiceNumber: invoice.InvoiceNumber,
invoiceId: invoice.Id);
@@ -261,7 +257,6 @@ public class PaymentController : Controller
CustomerName = customer != null
? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
: quote.ProspectContactName ?? "Valued Customer",
CustomerEmail = customer?.Email ?? quote.ProspectEmail ?? string.Empty,
CompanyName = company!.CompanyName,
DepositAmount = depositAmount,
QuoteTotal = quote.Total,
@@ -296,7 +291,6 @@ public class PaymentController : Controller
var depositAmount = Math.Round(quote!.Total * (quote.DepositPercent / 100m), 2);
var surcharge = CalculateSurcharge(depositAmount, company!);
var customerEmail = quote.Customer?.Email ?? quote.ProspectEmail ?? string.Empty;
var (success, clientSecret, paymentIntentId, stripeError) =
await _stripeConnect.CreateDepositPaymentIntentAsync(
@@ -304,7 +298,6 @@ public class PaymentController : Controller
depositAmount: depositAmount,
surchargeAmount: surcharge,
currency: "usd",
customerEmail: customerEmail,
quoteNumber: quote.QuoteNumber,
quoteId: quote.Id);
@@ -942,7 +935,6 @@ public class PaymentPageViewModel
public int InvoiceId { get; set; }
public string Token { get; set; } = string.Empty;
public string CustomerName { get; set; } = string.Empty;
public string CustomerEmail { get; set; } = string.Empty;
public string CompanyName { get; set; } = string.Empty;
public decimal BalanceDue { get; set; }
public decimal InvoiceTotal { get; set; }
@@ -963,7 +955,6 @@ public class DepositPaymentPageViewModel
public int QuoteId { get; set; }
public string Token { get; set; } = string.Empty;
public string CustomerName { get; set; } = string.Empty;
public string CustomerEmail { get; set; } = string.Empty;
public string CompanyName { get; set; } = string.Empty;
public decimal DepositAmount { get; set; }
public decimal QuoteTotal { get; set; }
@@ -3824,6 +3824,49 @@ public class QuotesController : Controller
}
return (company.LogoData, company.LogoContentType);
}
/// <summary>
/// Inline-edits description, quantity, and unit price on a single quote line item.
/// Adjusts stored quote totals by the price delta so the sidebar stays accurate.
/// Returns updated totals so the page can reflect the change without a reload.
/// </summary>
[HttpPost]
[ValidateAntiForgeryToken]
public async Task<IActionResult> PatchItem([FromBody] PatchQuoteItemRequest request)
{
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Unauthorized();
var item = await _unitOfWork.QuoteItems.GetByIdAsync(request.ItemId);
if (item == null) return NotFound();
var quote = await _unitOfWork.Quotes.GetByIdAsync(item.QuoteId);
if (quote == null || quote.CompanyId != currentUser.CompanyId) return NotFound();
var oldTotal = item.TotalPrice;
item.Description = request.Description.Trim();
item.Quantity = request.Quantity;
item.UnitPrice = request.UnitPrice;
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
await _unitOfWork.QuoteItems.UpdateAsync(item);
// Cascade delta through stored totals without re-running the pricing engine
var delta = item.TotalPrice - oldTotal;
quote.ItemsSubtotal += delta;
quote.SubTotal += delta;
quote.SubtotalAfterDiscount = quote.SubTotal - quote.DiscountAmount;
quote.TaxAmount = Math.Round(quote.SubtotalAfterDiscount * quote.TaxPercent / 100m, 2);
quote.Total = Math.Round(quote.SubtotalAfterDiscount + quote.RushFee + quote.TaxAmount, 2);
await _unitOfWork.Quotes.UpdateAsync(quote);
await _unitOfWork.CompleteAsync();
return Json(new {
lineTotal = item.TotalPrice,
subtotal = quote.SubTotal,
taxAmount = quote.TaxAmount,
total = quote.Total
});
}
}
// Request model for AJAX pricing calculation
@@ -3834,3 +3877,11 @@ public class UpdateQuoteStatusRequest
public int QuoteId { get; set; }
public int StatusId { get; set; }
}
public class PatchQuoteItemRequest
{
public int ItemId { get; set; }
public string Description { get; set; } = string.Empty;
public decimal Quantity { get; set; }
public decimal UnitPrice { get; set; }
}
@@ -215,6 +215,8 @@ public static class HelpKnowledgeBase
**Per-item cost breakdown:** On the Quote Details page, each line item shows a collapsible cost breakdown click the row to expand it and see how material, labor, equipment, complexity, and markup were calculated for that specific item. This is useful for spotting which items are underpriced or where costs are concentrated.
**Inline item editing on quotes:** On the Quote Details page, any unit price, quantity, or item description can be edited in-place by clicking the value directly. Press Enter or click away to save; press Escape to cancel. The pricing summary (subtotal, discount, tax, and total) updates immediately without reloading the page.
**Pricing Mode (Markup vs Margin):** In Company Settings Operating Costs you can choose between two pricing modes:
- *Markup on Materials* (default) the General Markup % is applied as a markup on top of calculated costs: `price = cost × (1 + markup%)`. A 25% markup on a $100 cost = $125.
- *Target Margin on Total Cost* the markup % is treated as a target gross margin: `price = cost ÷ (1 margin%)`. A 25% margin on a $100 cost = $133.33. The difference grows at higher percentages.
@@ -265,12 +267,15 @@ public static class HelpKnowledgeBase
**Job Priorities (color-coded):**
- Low (grey), Normal (blue), High (orange), Urgent (red), Rush (purple)
**Jobs list default view:** The Jobs list opens on the **On Floor** filter by default showing only active jobs (excludes Completed, Ready for Pickup, Delivered, Cancelled). Use the filter pills at the top to switch views: **All** shows every job regardless of status; **On Floor** shows active work; **Overdue** shows past-due active jobs; **Ready** shows jobs awaiting customer pickup; **Completed** shows all finished jobs (Completed + Ready for Pickup + Delivered). Each pill shows a live global count.
**How to create a job:**
1. Go to [Jobs](/Jobs) "New Job"
2. Select customer
3. Add line items (same wizard as quotes: Calculated, Custom Work, or AI Photo)
4. Set priority, due date, assigned worker, special instructions
5. Save
5. Optionally set Oven & Batch Settings select a named oven, number of batches, and cycle time. These affect the oven cost in pricing.
6. Save
**Job Priority Board:** [/JobsPriority](/JobsPriority) Kanban-style view of all active jobs sorted by priority and status.
@@ -296,13 +301,30 @@ public static class HelpKnowledgeBase
**Time Entries:** Track labor time on a job from the Details page.
**Rework:** If a job needs to be redone, a rework record can be created from the Details page. Tracks rework type, reason, and resolution.
**Rework / Redo:** Rework and redo mean the same thing in this system. If a finished part fails QA or a customer brings it back damaged, open the original job's Details page and use the **Rework Log** section to record it.
Each rework entry captures: the type (internal defect, customer damage, warranty), the reason (adhesion failure, color mismatch, runs/sags, insufficient coverage, etc.), a defect description, who discovered it, and pricing responsibility.
**Pricing responsibility options:**
- **Shop Fault no charge:** All rework job item prices are set to $0. Use this when the defect is the shop's fault.
- **Customer responsible reduced rate:** Item prices are copied from the original job. Edit them down after the rework job is created.
- **Customer responsible full price:** Item prices are copied from the original job as-is.
**Creating a rework job:** Toggle "Parts are back — create a Rework Job" in the log form. Select which items need to be redone and choose the pricing responsibility. The system creates a new job with a sub-number (e.g., JOB-2605-0001-R1), copies the selected items with their coats and prep services, and auto-records intake (parts are already on hand). The rework job description shows the defect type, reason, and pricing at the top of the job where it is easy to see.
**Rework job completion:** When the rework job reaches a terminal status (Completed, Delivered, etc.), the linked rework record on the original job is automatically marked as **Resolved**. If the rework job is Cancelled instead, the record is marked **Written Off**. No manual follow-up on the original job is needed.
**Job Templates:** [/JobTemplates](/JobTemplates) Save a job's items as a template to reuse for common work types. When creating a new job, select a template to pre-fill items.
**Changing the customer on a job:** On the Job Details page, the Customer field is an always-visible dropdown. Select a different customer a confirmation banner appears. Click **Save** to apply or **Cancel** to revert. Use this to correct a misassigned job or to move a walk-in job to a customer's proper record after they've been added to the system.
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Review the Totals panel on the right if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save.
**Inline item price editing:** On the Job Details page, any unit price, quantity, or item description can be edited in-place without opening the full edit form. Click the value it becomes an input field. Type the new value, then press Enter or click away to save (Escape cancels). The pricing summary card (Items Subtotal, Subtotal, Tax, and Total) and the Job Costing card both update immediately without a page reload.
**Job Costing revenue:** The Job Costing card uses the job's Final Price as the revenue figure not the linked invoice total. This means inline price edits are reflected in the profit margin estimate immediately, even before an invoice exists.
**Completing a job:** When a job is ready to mark complete, click the **Complete Job** button on the Job Details page. A modal appears asking you to confirm the completion date, actual hours spent, and final price. If the job used powder from inventory, you will be asked to enter the actual lbs used the modal groups all coats by unique powder color (not per coat or per item) so you fill in one quantity per powder. The system deducts the entered amounts from inventory, crediting any quantities already logged via QR scan. Once confirmed, the job advances to Completed status, and you are prompted to create the invoice if one does not exist.
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Line item descriptions include the coat color(s) for each item (e.g., "Color1 / Color2" if multiple coats), helping customers distinguish repeated items on the invoice. Review the Totals panel on the right if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save.
**Work Order QR Codes:** Every printed job work order includes two tiers of QR codes one for viewing the job, and a separate set for taking action on it. All QR codes require the worker to be logged in.
@@ -352,6 +374,8 @@ public static class HelpKnowledgeBase
**Payment methods:** Cash, Check, Credit/Debit Card, Bank Transfer (ACH), Digital Payment, Store Credit
**Inline item editing on invoices:** On the Invoice Details page, unit prices, quantities, and item descriptions can be edited in-place while the invoice is in Draft status. Click the value it becomes an input field. Press Enter or click away to save; press Escape to cancel. The invoice total updates immediately. Line items are locked once the invoice is Sent.
**Sending an invoice:** Invoice Details "Send" emails PDF to customer.
**Online Payments:** [/Invoices/OnlinePayments](/Invoices/OnlinePayments) Lists invoices with a shareable payment link the customer can pay without logging in. Requires Stripe Connect to be set up first (see below).
@@ -449,6 +473,13 @@ public static class HelpKnowledgeBase
- Every scan log is recorded as a JobUsage or Adjustment InventoryTransaction and immediately reduces QuantityOnHand; visible in Inventory Activity ledger
- First-time scan on a new device requires login; browser caches the session after that
**Location / Bin filtering and printing:**
- Every inventory item has an optional **Location** field (e.g. "Shelf A", "Bin 3") set on the Create/Edit form.
- Once any item has a location, a **Location dropdown** appears in the Inventory list filter bar (next to Category). Selecting a location filters the list to only items stored there. Can be combined with keyword search and category filter simultaneously.
- Each location badge in the table is a clickable link that instantly filters to that bin.
- With a location filter active, a **Print Bin** button appears in the filter banner. Clicking it opens a printer-ready page (new tab) at /Inventory/PrintBin?location=... listing all items in that bin with line number, name, color, and SKU. No site chrome prints cleanly on a standard sheet.
- The Location dropdown only appears when at least one item has a location value set. If a user doesn't see it, they need to fill in the Location field on at least one inventory item.
**Catalog Lookup & Label Scanner (when adding/editing inventory items):**
- When creating or editing an inventory item, click the **Lookup** button next to the SKU/Part Number field to search a built-in platform catalog of thousands of Prismatic Powders and other manufacturer SKUs. Select a match to auto-fill name, manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specs.
- The catalog only shows products not already in the company's inventory (prevents duplicates). When editing, the item's own catalog entry is always shown.
+61 -1
View File
@@ -180,6 +180,18 @@ builder.Services.AddIdentity<ApplicationUser, IdentityRole>(options =>
.AddDefaultUI()
.AddClaimsPrincipalFactory<ApplicationUserClaimsPrincipalFactory>();
// Configure the auth cookie to survive mobile browser suspensions (iOS Safari clears session
// cookies when it suspends a tab). Max-Age on the cookie itself makes it persistent regardless
// of whether the user checked "Remember me". SlidingExpiration renews the window on each request.
builder.Services.ConfigureApplicationCookie(options =>
{
options.ExpireTimeSpan = TimeSpan.FromDays(30);
options.SlidingExpiration = true;
options.Cookie.MaxAge = TimeSpan.FromDays(30);
options.Cookie.IsEssential = true;
options.Cookie.SameSite = SameSiteMode.Lax;
});
// Register HttpContextAccessor for multi-tenancy
builder.Services.AddHttpContextAccessor();
@@ -530,6 +542,49 @@ builder.Services.AddRateLimiter(options =>
{
options.RejectionStatusCode = StatusCodes.Status429TooManyRequests;
// Return a proper HTML body on 429 so mobile browsers (especially iOS Safari) don't try to
// download the empty response as a file. Without this, Safari shows "Login / data Zero KB".
options.OnRejected = async (context, ct) =>
{
context.HttpContext.Response.StatusCode = StatusCodes.Status429TooManyRequests;
var isAjax = context.HttpContext.Request.Headers.XRequestedWith == "XMLHttpRequest"
|| (context.HttpContext.Request.Headers.Accept.ToString().Contains("application/json"));
if (isAjax)
{
context.HttpContext.Response.ContentType = "application/json; charset=utf-8";
await context.HttpContext.Response.WriteAsync(
"""{"success":false,"error":"Too many requests. Please wait a moment and try again."}""", ct);
}
else
{
context.HttpContext.Response.ContentType = "text/html; charset=utf-8";
await context.HttpContext.Response.WriteAsync("""
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1">
<title>Too Many Requests &mdash; Powder Coating Logix</title>
<style>
body{font-family:system-ui,sans-serif;display:flex;align-items:center;justify-content:center;min-height:100vh;margin:0;background:#f5f5f5}
.card{background:#fff;border-radius:8px;padding:2rem;max-width:420px;text-align:center;box-shadow:0 2px 8px rgba(0,0,0,.1)}
h2{margin-top:0;color:#333}p{color:#666}a{color:#0d6efd}
</style>
</head>
<body>
<div class="card">
<h2>Too Many Requests</h2>
<p>You've made too many login attempts in a short period. Please wait a minute and try again.</p>
<a href="/Identity/Account/Login">Back to Login</a>
</div>
</body>
</html>
""", ct);
}
};
// login / password-reset — 10 per minute per IP
options.AddPolicy(AppConstants.RateLimitPolicies.Auth, ctx =>
RateLimitPartition.GetSlidingWindowLimiter(
@@ -634,7 +689,7 @@ app.Use(async (context, next) =>
: "'self' 'unsafe-inline' https://cdn.jsdelivr.net https://code.jquery.com https://js.stripe.com";
var cspConnectSrc = app.Environment.IsDevelopment()
? "'self' wss://localhost:* https://cdn.jsdelivr.net https://api.stripe.com" // Allow hot reload WebSocket in dev
? "'self' ws://localhost:* wss://localhost:* https://cdn.jsdelivr.net https://api.stripe.com" // Allow hot reload WebSocket in dev (ws:// for browser-refresh, wss:// for SignalR)
: "'self' https://cdn.jsdelivr.net https://api.stripe.com";
context.Response.Headers.Append("Content-Security-Policy",
@@ -653,6 +708,11 @@ app.Use(async (context, next) =>
context.Response.Headers.Append("Permissions-Policy",
"geolocation=(), microphone=(), camera=()");
// Prevent browsers from caching authenticated pages — avoids stale data and
// browser-specific cache corruption bugs (e.g. Firefox caching a partial load).
if (context.User.Identity?.IsAuthenticated == true)
context.Response.Headers.Append("Cache-Control", "no-store");
await next();
});
@@ -72,14 +72,14 @@
<input class="form-check-input" type="radio" name="format" value="xlsx" id="fmt_xlsx" checked />
<label class="form-check-label" for="fmt_xlsx">
<i class="bi bi-file-earmark-spreadsheet me-1 text-success"></i>
Excel (.xlsx) all sheets in one file
Excel (.xlsx) &mdash; all sheets in one file
</label>
</div>
<div class="form-check">
<input class="form-check-input" type="radio" name="format" value="csv" id="fmt_csv" />
<label class="form-check-label" for="fmt_csv">
<i class="bi bi-file-zip me-1 text-warning"></i>
CSV (.zip) one file per sheet
CSV (.zip) &mdash; one file per sheet
</label>
</div>
</div>
@@ -111,7 +111,7 @@
document.getElementById('exportForm').addEventListener('submit', function () {
var btn = document.getElementById('exportBtn');
btn.disabled = true;
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating';
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating&hellip;';
// Re-enable after 10s in case browser blocks the download dialog
setTimeout(function () {
btn.disabled = false;
@@ -49,7 +49,7 @@
<div class="mt-1 text-success" style="font-size:1.6rem;"><i class="bi bi-building"></i></div>
<div>
<div class="fw-semibold">QuickBooks Desktop</div>
<div class="text-muted small">IIF files import directly via File &gt; Utilities &gt; Import</div>
<div class="text-muted small">IIF files &mdash; import directly via File &gt; Utilities &gt; Import</div>
<div class="mt-2">
<span class="badge bg-light text-dark border me-1">customers.iif</span>
<span class="badge bg-light text-dark border me-1">invoices_payments.iif</span>
@@ -146,7 +146,7 @@
});
}
// Init mark CSV as selected by default
// Init &mdash; mark CSV as selected by default
document.getElementById('fmt-csv').checked = true;
updateFormatCards();
@@ -154,7 +154,7 @@
document.getElementById('exportForm').addEventListener('submit', function() {
const btn = document.getElementById('exportBtn');
btn.disabled = true;
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating';
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating&hellip;';
setTimeout(function() { btn.disabled = false; btn.innerHTML = '<i class="bi bi-download me-2"></i>Download Export Package'; }, 8000);
});
@@ -1,11 +1,11 @@
@model PowderCoating.Application.DTOs.Accounting.CreateAccountDto
@model PowderCoating.Application.DTOs.Accounting.CreateAccountDto
@using PowderCoating.Core.Enums
@{
ViewData["Title"] = "New Account";
ViewData["PageIcon"] = "bi-journal-plus";
ViewData["PageHelpTitle"] = "New Account";
ViewData["PageHelpContent"] = "Add a custom account to the Chart of Accounts. Select a Sub-Type first — it auto-sets the Account Type. Use conventional numbering: 1000s = Assets, 2000s = Liabilities, 3000s = Equity, 4000s = Revenue, 5000s = Cost of Goods, 6000s+ = Expenses.";
ViewData["PageHelpContent"] = "Add a custom account to the Chart of Accounts. Select a Sub-Type first &mdash; it auto-sets the Account Type. Use conventional numbering: 1000s = Assets, 2000s = Liabilities, 3000s = Equity, 4000s = Revenue, 5000s = Cost of Goods, 6000s+ = Expenses.";
bool isInline = ViewBag.Inline == true;
}
@@ -31,7 +31,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Account Number"
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique. Sub-accounts can use decimals (e.g. 6100.1).">
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000&ndash;1999 Assets, 2000&ndash;2999 Liabilities, 3000&ndash;3999 Equity, 4000&ndash;4999 Revenue, 5000&ndash;5999 Cost of Goods, 6000&ndash;9999 Expenses. Must be unique. Sub-accounts can use decimals (e.g. 6100.1).">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -55,7 +55,7 @@
</a>
</div>
<select asp-for="AccountType" asp-items="ViewBag.AccountTypes" class="form-select" id="accountTypeSelect">
<option value="">— Select Type —</option>
<option value="">&mdash; Select Type &mdash;</option>
</select>
<span asp-validation-for="AccountType" class="text-danger small"></span>
</div>
@@ -70,7 +70,7 @@
</a>
</div>
<select asp-for="AccountSubType" asp-items="ViewBag.AccountSubTypes" class="form-select" id="accountSubTypeSelect">
<option value="">— Select Sub-Type —</option>
<option value="">&mdash; Select Sub-Type &mdash;</option>
</select>
<span asp-validation-for="AccountSubType" class="text-danger small"></span>
<div class="form-text text-primary" id="typeAutoSetHint" style="display:none">
@@ -89,12 +89,12 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Parent Account"
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
data-bs-content="Nest this account under a parent to create a hierarchy &mdash; e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<select asp-for="ParentAccountId" asp-items="ViewBag.ParentAccounts" class="form-select">
<option value="">— None (top-level account) —</option>
<option value="">&mdash; None (top-level account) &mdash;</option>
</select>
</div>
@@ -152,7 +152,7 @@
<script>
(function () {
// SubType enum values ↠AccountType enum values (mirrors server-side mapping)
// SubType enum values â†' AccountType enum values (mirrors server-side mapping)
const subTypeToAccountType = {
8: 1, 1: 1, 2: 1, 3: 1, 4: 1, 5: 1, 6: 1, 7: 1, // Assets
10: 2, 11: 2, 12: 2, 13: 2, // Liabilities
@@ -1,10 +1,10 @@
@model PowderCoating.Application.DTOs.Accounting.EditAccountDto
@model PowderCoating.Application.DTOs.Accounting.EditAccountDto
@{
ViewData["Title"] = "Edit Account";
ViewData["PageIcon"] = "bi-pencil-square";
ViewData["PageHelpTitle"] = "Edit Account";
ViewData["PageHelpContent"] = "You can change number, name, type, sub-type, parent, and opening balance. Changing the account type or sub-type on an account that already has transactions is allowed but use caution — it changes how balances are reported going forward. Inactive accounts are hidden from pickers but preserved in history.";
ViewData["PageHelpContent"] = "You can change number, name, type, sub-type, parent, and opening balance. Changing the account type or sub-type on an account that already has transactions is allowed but use caution &mdash; it changes how balances are reported going forward. Inactive accounts are hidden from pickers but preserved in history.";
}
<div class="d-flex justify-content-start mb-4">
@@ -27,7 +27,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Account Number"
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique.">
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000&ndash;1999 Assets, 2000&ndash;2999 Liabilities, 3000&ndash;3999 Equity, 4000&ndash;4999 Revenue, 5000&ndash;5999 Cost of Goods, 6000&ndash;9999 Expenses. Must be unique.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -81,12 +81,12 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Parent Account"
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
data-bs-content="Nest this account under a parent to create a hierarchy &mdash; e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<select asp-for="ParentAccountId" asp-items="ViewBag.ParentAccounts" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
</select>
</div>
@@ -59,7 +59,7 @@
</div>
</div>
@* Bootstrap toast confirmation before recalculating balances *@
@* Bootstrap toast &mdash; confirmation before recalculating balances *@
<div class="toast-container position-fixed top-50 start-50 translate-middle p-3" style="z-index:1100">
<div id="recalcConfirmToast" class="toast align-items-center border-0 bg-dark text-white" role="alert" aria-atomic="true" data-bs-autohide="false">
<div class="toast-body d-flex flex-column gap-2 py-3 px-3">
@@ -153,7 +153,7 @@
<span class="fw-medium">@acct.Name</span>
@if (acct.IsSystem)
{
<span class="badge bg-secondary ms-1" title="System account cannot be deleted">sys</span>
<span class="badge bg-secondary ms-1" title="System account &mdash; cannot be deleted">sys</span>
}
</td>
<td><span class="text-muted small">@acct.AccountSubType.ToDisplayName()</span></td>
@@ -186,7 +186,7 @@
@if (!acct.IsSystem)
{
<form asp-action="Delete" asp-route-id="@acct.Id" method="post" class="d-inline"
onsubmit="return confirm('Delete account @acct.AccountNumber @acct.Name?')">
onsubmit="return confirm('Delete account @acct.AccountNumber &ndash; @acct.Name?')">
@Html.AntiForgeryToken()
<button type="submit" class="btn btn-sm btn-outline-danger" title="Delete">
<i class="bi bi-trash"></i>
@@ -219,7 +219,7 @@
});
});
// Recalculate Balances show confirmation toast instead of native confirm()
// Recalculate Balances &mdash; show confirmation toast instead of native confirm()
const recalcToast = new bootstrap.Toast(document.getElementById('recalcConfirmToast'));
document.getElementById('btnRecalcBalances').addEventListener('click', () => {
@@ -2,7 +2,7 @@
@using PowderCoating.Core.Enums
@{
ViewData["Title"] = $"Ledger {Model.AccountNumber} {Model.Name}";
ViewData["Title"] = $"Ledger &mdash; {Model.AccountNumber} {Model.Name}";
ViewData["PageIcon"] = "bi-journal-text";
ViewData["PageHelpTitle"] = "Account Ledger";
ViewData["PageHelpContent"] = "A chronological list of every transaction posted to this account. Click any Reference to open the source record. Debit increases asset and expense accounts; credit increases liability, equity, and revenue accounts. Use the date range or quick buttons (This Month, YTD, etc.) to narrow the view.";
@@ -60,7 +60,7 @@
<nav aria-label="breadcrumb" class="mb-3">
<ol class="breadcrumb">
<li class="breadcrumb-item"><a asp-action="Index">Chart of Accounts</a></li>
<li class="breadcrumb-item active">@Model.AccountNumber @Model.Name</li>
<li class="breadcrumb-item active">@Model.AccountNumber &ndash; @Model.Name</li>
</ol>
</nav>
@@ -166,7 +166,7 @@
<i class="bi bi-journal-text me-1"></i>
Transactions
<span class="text-muted fw-normal small ms-1">
@Model.From.ToString("MMM d") @Model.To.ToString("MMM d, yyyy")
@Model.From.ToString("MMM d") &ndash; @Model.To.ToString("MMM d, yyyy")
</span>
</span>
<a tabindex="0" class="help-icon" role="button"
@@ -205,7 +205,7 @@
<!-- Opening balance row -->
<tr class="table-light">
<td class="text-muted small">@Model.From.ToString("MM/dd/yyyy")</td>
<td><span class="fw-medium text-muted"></span></td>
<td><span class="fw-medium text-muted">&mdash;</span></td>
<td><span class="badge bg-dark-subtle text-dark">Opening Balance</span></td>
<td class="text-muted small">Balance brought forward as of @Model.From.ToString("MMM d, yyyy")</td>
<td></td>
@@ -1,4 +1,4 @@
@using PowderCoating.Core.Entities
@using PowderCoating.Core.Entities
@{
ViewData["Title"] = "Year-End Close";
ViewData["PageIcon"] = "bi-calendar-check";
@@ -33,7 +33,7 @@
<div class="alert alert-warning alert-permanent py-2 mb-4">
<i class="bi bi-exclamation-triangle me-2"></i>
<strong>What this does:</strong> Posts a Journal Entry dated December 31 that zeroes all Revenue
and Expense account balances into Retained Earnings — the standard accounting close.
and Expense account balances into Retained Earnings &mdash; the standard accounting close.
Run this <strong>after</strong> all entries for the year are posted and the period is locked.
A year can only be closed once.
</div>
@@ -99,7 +99,7 @@
<tr>
<td class="fw-bold">@c.ClosedYear</td>
<td>@c.ClosedAt.ToLocalTime().ToString("MM/dd/yyyy h:mm tt")</td>
<td>@(c.ClosedBy ?? "—")</td>
<td>@(c.ClosedBy ?? "&mdash;")</td>
<td>
@if (c.JournalEntry != null)
{
@@ -40,7 +40,7 @@
</div>
<div>
<div class="fs-3 fw-bold">@Model.TotalCallsLast30Days.ToString("N0")</div>
<div class="text-muted small">AI Calls Last 30 Days</div>
<div class="text-muted small">AI Calls &mdash; Last 30 Days</div>
</div>
</div>
</div>
@@ -96,11 +96,11 @@
<!-- Tier Legend -->
<div class="d-flex flex-wrap gap-2 mb-3 align-items-center">
<span class="text-muted small fw-semibold me-1">Usage Tier (last 30 days):</span>
<span class="badge bg-secondary">Inactive 0 calls</span>
<span class="badge bg-success">Light — 110</span>
<span class="badge bg-primary">Regular — 1150</span>
<span class="badge bg-warning text-dark">Heavy — 51200</span>
<span class="badge bg-danger">Power User 200+</span>
<span class="badge bg-secondary">Inactive &mdash; 0 calls</span>
<span class="badge bg-success">Light &mdash; 1&ndash;10</span>
<span class="badge bg-primary">Regular &mdash; 11&ndash;50</span>
<span class="badge bg-warning text-dark">Heavy &mdash; 51&ndash;200</span>
<span class="badge bg-danger">Power User &mdash; 200+</span>
</div>
<!-- Main Table -->
@@ -207,16 +207,16 @@
</span>
</td>
<td class="text-center @(row.Today > 0 ? "fw-semibold" : "text-muted")">
@(row.Today > 0 ? row.Today.ToString("N0") : "")
@(row.Today > 0 ? row.Today.ToString("N0") : "&mdash;")
</td>
<td class="text-center @(row.Last7Days > 0 ? "fw-semibold" : "text-muted")">
@(row.Last7Days > 0 ? row.Last7Days.ToString("N0") : "")
@(row.Last7Days > 0 ? row.Last7Days.ToString("N0") : "&mdash;")
</td>
<td class="text-center @(row.Last30Days > 0 ? "fw-semibold" : "text-muted")">
@(row.Last30Days > 0 ? row.Last30Days.ToString("N0") : "")
@(row.Last30Days > 0 ? row.Last30Days.ToString("N0") : "&mdash;")
</td>
<td class="text-center @(row.AllTime > 0 ? "" : "text-muted")">
@(row.AllTime > 0 ? row.AllTime.ToString("N0") : "")
@(row.AllTime > 0 ? row.AllTime.ToString("N0") : "&mdash;")
</td>
<td class="text-center @(row.PhotoCount > 0 ? "" : "text-muted")">
@if (row.PhotoCount > 0)
@@ -225,7 +225,7 @@
}
else
{
<span></span>
<span>&mdash;</span>
}
</td>
<td>
@@ -244,7 +244,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td class="text-center">
@@ -60,7 +60,7 @@
onclick="window.location='@Url.Action("Edit", new { id = a.Id })'">
<td>
<div class="fw-medium">@a.Title</div>
<small class="text-muted">@a.Message.Substring(0, Math.Min(60, a.Message.Length))@(a.Message.Length > 60 ? "" : "")</small>
<small class="text-muted">@a.Message.Substring(0, Math.Min(60, a.Message.Length))@(a.Message.Length > 60 ? "&hellip;" : "")</small>
</td>
<td><span class="badge @TypeBadge(a.Type)">@a.Type</span></td>
<td>
@@ -110,7 +110,7 @@
</tbody>
</table>
</div>
<!-- Mobile card view shown on screens < 992px -->
<!-- Mobile card view &mdash; shown on screens < 992px -->
<div class="mobile-card-view">
<div class="mobile-card-list">
@if (!Model.Any())
@@ -15,7 +15,7 @@
<div class="col-12">
<label class="form-label fw-medium">Message <span class="text-danger">*</span></label>
<textarea asp-for="Message" class="form-control" rows="3"
placeholder="The platform will be offline for maintenance on Saturday from 24 AM ET." required></textarea>
placeholder="The platform will be offline for maintenance on Saturday from 2&ndash;4 AM ET." required></textarea>
<span asp-validation-for="Message" class="text-danger small"></span>
</div>
@@ -42,7 +42,7 @@
<div id="planTargetGroup" style="display:none">
<label class="form-label fw-medium">Plan</label>
<select asp-for="TargetPlan" class="form-select">
<option value=""> select </option>
<option value="">&mdash; select &mdash;</option>
@foreach (var p in planConfigs)
{
<option value="@p.Plan">@p.DisplayName</option>
@@ -52,7 +52,7 @@
<div id="companyTargetGroup" style="display:none">
<label class="form-label fw-medium">Company</label>
<select asp-for="TargetCompanyId" class="form-select">
<option value=""> select </option>
<option value="">&mdash; select &mdash;</option>
@foreach (var c in companies)
{
<option value="@c.Id">@c.CompanyName</option>
@@ -93,7 +93,7 @@
<label class="form-label fw-medium text-muted">Preview</label>
<div id="announcementPreview" class="alert mb-0" role="alert">
<strong id="previewTitle">@Model.Title</strong>
<span id="previewMessage"> @Model.Message</span>
<span id="previewMessage"> &mdash; @Model.Message</span>
</div>
</div>
</div>
@@ -113,7 +113,7 @@
const preview = document.getElementById('announcementPreview');
preview.className = 'alert mb-0 ' + (typeMap[type] || 'alert-info');
document.getElementById('previewTitle').textContent = document.getElementById('Title').value || 'Title';
document.getElementById('previewMessage').textContent = ' ' + (document.getElementById('Message').value || 'Message');
document.getElementById('previewMessage').textContent = ' &mdash; ' + (document.getElementById('Message').value || 'Message');
}
document.getElementById('Type')?.addEventListener('change', updatePreview);
document.getElementById('Title')?.addEventListener('input', updatePreview);
@@ -1,10 +1,10 @@
@model PowderCoating.Application.DTOs.Appointment.CreateAppointmentDto
@model PowderCoating.Application.DTOs.Appointment.CreateAppointmentDto
@{
ViewData["Title"] = "New Appointment";
ViewData["PageIcon"] = "bi-calendar-plus";
ViewData["PageHelpTitle"] = "New Appointment";
ViewData["PageHelpContent"] = "Create an appointment to schedule a customer visit, drop-off, pick-up, or consultation. Select the Type first — the Linked Job field appears once a type is chosen. Reminder notifications fire before the scheduled start time.";
ViewData["PageHelpContent"] = "Create an appointment to schedule a customer visit, drop-off, pick-up, or consultation. Select the Type first &mdash; the Linked Job field appears once a type is chosen. Reminder notifications fire before the scheduled start time.";
}
<div class="d-flex justify-content-end align-items-center mb-4">
@@ -143,7 +143,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Reminder Settings"
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance — e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance &mdash; e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -1,10 +1,10 @@
@model PowderCoating.Application.DTOs.Appointment.AppointmentDto
@model PowderCoating.Application.DTOs.Appointment.AppointmentDto
@{
ViewData["Title"] = $"Appointment {Model.AppointmentNumber}";
ViewData["PageIcon"] = "bi-calendar-event";
ViewData["PageHelpTitle"] = "Appointment Details";
ViewData["PageHelpContent"] = "View all details for this appointment. Edit to update status or record actual times. Deleting permanently removes the record — consider setting status to Cancelled instead to preserve history.";
ViewData["PageHelpContent"] = "View all details for this appointment. Edit to update status or record actual times. Deleting permanently removes the record &mdash; consider setting status to Cancelled instead to preserve history.";
}
<div class="d-flex justify-content-end gap-2 mb-4">
@@ -115,7 +115,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Actual Times"
data-bs-content="Record when the customer actually arrived and when the appointment finished. These are optional and separate from the scheduled times useful for tracking punctuality and measuring how accurately appointments are estimated.">
data-bs-content="Record when the customer actually arrived and when the appointment finished. These are optional and separate from the scheduled times &mdash; useful for tracking punctuality and measuring how accurately appointments are estimated.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -169,7 +169,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Reminder Settings"
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance &mdash; e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -46,19 +46,19 @@
<dd class="col-7">@Model.EntityType</dd>
<dt class="col-5 text-muted">Entity ID</dt>
<dd class="col-7">@(Model.EntityId ?? "")</dd>
<dd class="col-7">@(Model.EntityId ?? "&mdash;")</dd>
<dt class="col-5 text-muted">Description</dt>
<dd class="col-7">@(Model.EntityDescription ?? "")</dd>
<dd class="col-7">@(Model.EntityDescription ?? "&mdash;")</dd>
<dt class="col-5 text-muted">User</dt>
<dd class="col-7">@Model.UserName</dd>
<dt class="col-5 text-muted">Company</dt>
<dd class="col-7">@(Model.CompanyName ?? (Model.CompanyId?.ToString() ?? ""))</dd>
<dd class="col-7">@(Model.CompanyName ?? (Model.CompanyId?.ToString() ?? "&mdash;"))</dd>
<dt class="col-5 text-muted">IP Address</dt>
<dd class="col-7">@(Model.IpAddress ?? "")</dd>
<dd class="col-7">@(Model.IpAddress ?? "&mdash;")</dd>
</dl>
</div>
</div>
@@ -95,8 +95,8 @@
var newVal = newData.ValueKind == JsonValueKind.Object && newData.TryGetProperty(key, out var nv) ? nv.ToString() : null;
<tr>
<td class="fw-medium">@key</td>
<td class="text-danger font-monospace">@(oldVal ?? "")</td>
<td class="text-success font-monospace">@(newVal ?? "")</td>
<td class="text-danger font-monospace">@(oldVal ?? "&mdash;")</td>
<td class="text-success font-monospace">@(newVal ?? "&mdash;")</td>
</tr>
}
}
@@ -55,7 +55,7 @@
<form method="get" class="row g-2 align-items-end">
<div class="col-md-3">
<input name="search" value="@ViewBag.Search" class="form-control form-control-sm"
placeholder="User, entity name, ID" />
placeholder="User, entity name, ID&hellip;" />
</div>
<div class="col-md-2">
<select name="entityType" class="form-select form-select-sm">
@@ -145,7 +145,7 @@
</table>
</div>
<!-- Mobile card view shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
<!-- Mobile card view &mdash; shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
<div class="mobile-card-view">
<div class="mobile-card-list">
@if (!Model.Any())
@@ -196,7 +196,7 @@
{
<div class="card-footer d-flex align-items-center justify-content-between py-2">
<small class="text-muted">
Showing @((page - 1) * pageSize + 1)@Math.Min(page * pageSize, totalCount) of @totalCount.ToString("N0")
Showing @((page - 1) * pageSize + 1)&ndash;@Math.Min(page * pageSize, totalCount) of @totalCount.ToString("N0")
</small>
<nav>
<ul class="pagination pagination-sm mb-0">
@@ -18,7 +18,7 @@
<div class="mb-3">
<label class="form-label fw-semibold">Bank Account <span class="text-danger">*</span></label>
<select asp-for="AccountId" asp-items="accounts" class="form-select" required>
<option value=""> select account </option>
<option value="">&mdash; select account &mdash;</option>
</select>
<div class="form-text">Only Checking, Savings, and Cash accounts are listed.</div>
</div>
@@ -43,7 +43,7 @@
</div>
<div class="col-md-3 text-center">
<div class="card shadow-sm py-3">
<div class="fw-bold fs-5" id="difference"></div>
<div class="fw-bold fs-5" id="difference">&mdash;</div>
<div class="text-muted small">Difference</div>
</div>
</div>
@@ -212,7 +212,7 @@
document.getElementById('aiMatchBtn')?.addEventListener('click', async function() {
const btn = this;
btn.disabled = true;
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing';
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing&hellip;';
try {
const resp = await fetch('/BankReconciliations/AiSuggestMatches', {
@@ -244,7 +244,7 @@
const td = row.querySelector('td:last-child');
if (td) {
const pct = Math.round(s.confidence * 100);
td.insertAdjacentHTML('afterend', `<td class="small text-info" style="white-space:nowrap">${pct}% ${s.reason}</td>`);
td.insertAdjacentHTML('afterend', `<td class="small text-info" style="white-space:nowrap">${pct}% &mdash; ${s.reason}</td>`);
}
}
});
@@ -256,7 +256,7 @@
if (aiSuggestions.length > 0) {
document.getElementById('aiMatchAccept').classList.remove('d-none');
} else {
insightsEl.innerHTML += '<br><span class="text-muted">No high-confidence suggestions found review items manually.</span>';
insightsEl.innerHTML += '<br><span class="text-muted">No high-confidence suggestions found &mdash; review items manually.</span>';
}
} catch (err) {
document.getElementById('aiMatchInsights').innerHTML = '<span class="text-danger">Error contacting AI service.</span>';
@@ -1,7 +1,7 @@
@model PowderCoating.Core.Entities.BankReconciliation
@using PowderCoating.Web.Controllers
@{
ViewData["Title"] = $"Reconciliation Report {Model.Account?.Name}";
ViewData["Title"] = $"Reconciliation Report &ndash; {Model.Account?.Name}";
var clearedDeposits = ViewBag.ClearedDeposits as IEnumerable<PowderCoating.Core.Entities.Payment> ?? Enumerable.Empty<PowderCoating.Core.Entities.Payment>();
var clearedPayments = ViewBag.ClearedPayments as List<ReconciliationItem> ?? new();
}
@@ -38,7 +38,7 @@
<td class="fw-semibold text-end text-success">@clearedDeposits.Sum(p => p.Amount).ToString("C")</td>
</tr>
<tr>
<td class="text-muted"> Cleared Payments:</td>
<td class="text-muted">&ndash; Cleared Payments:</td>
<td class="fw-semibold text-end text-danger">@clearedPayments.Sum(p => p.Amount).ToString("C")</td>
</tr>
<tr class="border-top">
@@ -248,7 +248,7 @@
{
<tr class="text-muted">
<td><code>@ban.IpAddress</code></td>
<td><small>@(ban.Reason ?? "")</small></td>
<td><small>@(ban.Reason ?? "&mdash;")</small></td>
<td><small>@ban.BannedAt.ToString("MMM dd, yyyy")</small></td>
<td>
@if (!ban.IsActive)
@@ -1,4 +1,4 @@
@using PowderCoating.Application.DTOs.Subscription
@using PowderCoating.Application.DTOs.Subscription
@using PowderCoating.Core.Enums
@{
ViewData["Title"] = "Billing & Subscription";
@@ -136,7 +136,7 @@ else if (status.IsExpired)
}
else if (status.IsGracePeriod)
{
<span class="text-warning">Grace period — expired @status.EndDate.Value.ToString("MMM d, yyyy")</span>
<span class="text-warning">Grace period &mdash; expired @status.EndDate.Value.ToString("MMM d, yyyy")</span>
}
else
{
@@ -266,7 +266,7 @@ else if (status.IsExpired)
<strong>Cancellation &amp; Refund Policy:</strong>
You may cancel your subscription at any time from this page or by contacting
<a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a>.
Cancellation takes effect at the end of your current billing period — you retain full access until then.
Cancellation takes effect at the end of your current billing period &mdash; you retain full access until then.
All fees are <strong>non-refundable</strong>; unused time is not credited back.
See our <a asp-controller="Home" asp-action="TermsOfService" asp-fragment="section-5" target="_blank">full billing terms</a> for details.
</div>
+17 -17
View File
@@ -4,7 +4,7 @@
ViewData["Title"] = "New Bill";
ViewData["PageIcon"] = "bi-receipt-cutoff";
ViewData["PageHelpTitle"] = "New Bill";
ViewData["PageHelpContent"] = "Record a vendor invoice to track what you owe. Bills start as Draft (editable) and become Open once confirmed. Partial payments are supported each payment reduces the balance. Link line items to expense accounts and optionally to specific jobs for cost tracking.";
ViewData["PageHelpContent"] = "Record a vendor invoice to track what you owe. Bills start as Draft (editable) and become Open once confirmed. Partial payments are supported &mdash; each payment reduces the balance. Link line items to expense accounts and optionally to specific jobs for cost tracking.";
string? fromPoNumber = ViewBag.FromPoNumber as string;
int? fromPoId = ViewBag.FromPoId as int?;
}
@@ -13,7 +13,7 @@
<div>
@if (!string.IsNullOrEmpty(fromPoNumber))
{
<p class="text-muted mb-0 small"><i class="bi bi-box-arrow-in-down text-success me-1"></i> Pre-filled from <strong>@fromPoNumber</strong> review and save</p>
<p class="text-muted mb-0 small"><i class="bi bi-box-arrow-in-down text-success me-1"></i> Pre-filled from <strong>@fromPoNumber</strong> &mdash; review and save</p>
}
</div>
@if (fromPoId.HasValue)
@@ -44,7 +44,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Bill Details"
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation. Payment Terms auto-fill from the vendor record.">
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due &mdash; drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation. Payment Terms auto-fill from the vendor record.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -66,8 +66,8 @@
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-danger">*</span></label>
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select" id="vendorSelect"
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
<option value=""> Select Vendor </option>
<option value="__new__">+ Add New Vendor</option>
<option value="">&mdash; Select Vendor &mdash;</option>
<option value="__new__">+ Add New Vendor&hellip;</option>
</select>
<span asp-validation-for="VendorId" class="text-danger small"></span>
</div>
@@ -100,7 +100,7 @@
<label for="receiptFile" class="form-label fw-medium">Attach Receipt / Document</label>
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
<div class="form-text">JPG, PNG, GIF, WebP, or PDF up to 10 MB.</div>
<div class="form-text">JPG, PNG, GIF, WebP, or PDF &mdash; up to 10 MB.</div>
</div>
</div>
</div>
@@ -150,7 +150,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
data-bs-title="Bill Summary"
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed each payment recorded reduces the balance due until the bill is fully paid.">
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed &mdash; each payment recorded reduces the balance due until the bill is fully paid.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -198,7 +198,7 @@
<div class="mb-2">
<label class="form-label small fw-medium">Bank / Cash Account <span class="text-danger">*</span></label>
<select name="bankAccountId" class="form-select form-select-sm" id="payNowBankAccount">
<option value=""> Select Account </option>
<option value="">&mdash; Select Account &mdash;</option>
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
{
<option value="@item.Value">@item.Text</option>
@@ -232,7 +232,7 @@
<tr class="line-item-row">
<td>
<select class="form-select form-select-sm account-select" name="LineItems[INDEX].AccountId" required>
<option value=""> Account </option>
<option value="">&mdash; Account &mdash;</option>
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
{
<option value="@item.Value">@item.Text</option>
@@ -242,7 +242,7 @@
<td><input type="text" class="form-control form-control-sm" name="LineItems[INDEX].Description" placeholder="Description" /></td>
<td>
<select class="form-select form-select-sm" name="LineItems[INDEX].JobId">
<option value=""></option>
<option value="">&mdash;</option>
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.Jobs)
{
<option value="@item.Value">@item.Text</option>
@@ -273,7 +273,7 @@
<div class="mb-3">
<label for="scanReceiptFile" class="form-label fw-medium">Receipt / Invoice Document</label>
<input type="file" id="scanReceiptFile" class="form-control" accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
<div class="form-text">JPG, PNG, GIF, WebP, or PDF up to 10 MB.</div>
<div class="form-text">JPG, PNG, GIF, WebP, or PDF &mdash; up to 10 MB.</div>
</div>
<div id="scanReceiptStatus" class="text-muted small mt-2"></div>
</div>
@@ -394,7 +394,7 @@
if (lineCount === 0) addLineItem();
// ── AI Auto-suggest Account on description blur ───────────────────────
// Keyword shortcuts handle common cases with zero API cost
// Keyword shortcuts &mdash; handle common cases with zero API cost
const _keywordMap = [
{ words: ['electric','power','utility','gas','water','internet','phone','telecom'], hint: 'utilities' },
{ words: ['powder','paint','coat','material','supply','supplies','chemical','resin'], hint: 'materials' },
@@ -480,7 +480,7 @@
hint2.className = 'ai-account-hint text-muted small mt-1';
accountSel.parentNode.appendChild(hint2);
}
hint2.innerHTML = '<span class="spinner-border spinner-border-sm" style="width:.75rem;height:.75rem"></span> Thinking';
hint2.innerHTML = '<span class="spinner-border spinner-border-sm" style="width:.75rem;height:.75rem"></span> Thinking&hellip;';
try {
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value;
@@ -501,7 +501,7 @@
}
}
// Event delegation works for dynamically added rows
// Event delegation &mdash; works for dynamically added rows
document.getElementById('lineItemsBody').addEventListener('blur', function (e) {
if (e.target.matches('[name$=".Description"]')) {
_suggestAccountForRow(e.target.closest('tr'));
@@ -535,7 +535,7 @@
return;
}
// Auto-fill bill header try to match vendor name to dropdown
// Auto-fill bill header &mdash; try to match vendor name to dropdown
if (data.vendorName) {
const vendorSel = document.getElementById('vendorSelect');
if (vendorSel && !vendorSel.value) {
@@ -553,7 +553,7 @@
vendorSel.value = bestOption.value;
vendorSel.dispatchEvent(new Event('change'));
} else {
// No match put the name in Memo so user knows what the AI saw
// No match &mdash; put the name in Memo so user knows what the AI saw
const memo = document.querySelector('[name="Memo"]');
if (memo && !memo.value) memo.value = data.vendorName;
}
@@ -598,7 +598,7 @@
const modal = bootstrap.Modal.getInstance(document.getElementById('scanReceiptModal'));
if (modal) modal.hide();
statusEl.textContent = 'Scan complete review and adjust as needed.';
statusEl.textContent = 'Scan complete &mdash; review and adjust as needed.';
} catch (e) {
statusEl.textContent = 'Error connecting to AI service.';
} finally {
@@ -5,7 +5,7 @@
ViewData["Title"] = $"Bill {Model.BillNumber}";
ViewData["PageIcon"] = "bi-receipt-cutoff";
ViewData["PageHelpTitle"] = "Bill Status";
ViewData["PageHelpContent"] = "Draft: editable, not yet confirmed. Open: awaiting payment. Partially Paid: some payments recorded. Paid: fully settled. Voided: cancelled preserves history. Edit is only available in Draft status. Use Void instead of deleting to keep a complete audit trail.";
ViewData["PageHelpContent"] = "Draft: editable, not yet confirmed. Open: awaiting payment. Partially Paid: some payments recorded. Paid: fully settled. Voided: cancelled &mdash; preserves history. Edit is only available in Draft status. Use Void instead of deleting to keep a complete audit trail.";
string StatusBadge(BillStatus s) => s switch
{
@@ -266,7 +266,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
data-bs-title="Balance Summary"
data-bs-content="Balance Due = Bill Total minus all payments recorded. Multiple partial payments are supported each reduces the balance until fully paid. Deleting a payment reverses it and restores the balance due.">
data-bs-content="Balance Due = Bill Total minus all payments recorded. Multiple partial payments are supported &mdash; each reduces the balance until fully paid. Deleting a payment reverses it and restores the balance due.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -322,7 +322,7 @@
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title">Record Payment @Model.BillNumber</h5>
<h5 class="modal-title">Record Payment &mdash; @Model.BillNumber</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<form asp-action="RecordPayment" method="post">
@@ -358,12 +358,12 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
data-bs-title="Bank Account"
data-bs-content="The bank or cash account this payment is drawn from. Used for bank reconciliation helps match this payment to the corresponding debit on your bank statement.">
data-bs-content="The bank or cash account this payment is drawn from. Used for bank reconciliation &mdash; helps match this payment to the corresponding debit on your bank statement.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<select name="BankAccountId" class="form-select" required>
<option value=""> Select Account </option>
<option value="">&mdash; Select Account &mdash;</option>
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
{
<option value="@item.Value">@item.Text</option>
@@ -423,7 +423,7 @@
<div class="col-12">
<label class="form-label fw-medium">Bank Account <span class="text-danger">*</span></label>
<select name="BankAccountId" id="editBillBankAccountId" class="form-select" required>
<option value=""> Select Account </option>
<option value="">&mdash; Select Account &mdash;</option>
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
{
<option value="@item.Value">@item.Text</option>
@@ -1,10 +1,10 @@
@model PowderCoating.Application.DTOs.Accounting.EditBillDto
@model PowderCoating.Application.DTOs.Accounting.EditBillDto
@{
ViewData["Title"] = "Edit Bill";
ViewData["PageIcon"] = "bi-pencil-square";
ViewData["PageHelpTitle"] = "Edit Bill";
ViewData["PageHelpContent"] = "Bills can only be edited while in Draft status. Once marked Open, they are locked Void the bill and recreate it if corrections are needed after confirmation.";
ViewData["PageHelpContent"] = "Bills can only be edited while in Draft status. Once marked Open, they are locked &mdash; Void the bill and recreate it if corrections are needed after confirmation.";
}
<div class="d-flex justify-content-start mb-4">
@@ -24,7 +24,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Bill Details"
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation.">
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due &mdash; drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -34,8 +34,8 @@
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-danger">*</span></label>
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
<option value=""> Select Vendor </option>
<option value="__new__">+ Add New Vendor</option>
<option value="">&mdash; Select Vendor &mdash;</option>
<option value="__new__">+ Add New Vendor&hellip;</option>
</select>
</div>
<div class="col-md-6">
@@ -87,7 +87,7 @@
}
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
<div class="form-text">JPG, PNG, GIF, WebP, or PDF up to 10 MB.</div>
<div class="form-text">JPG, PNG, GIF, WebP, or PDF &mdash; up to 10 MB.</div>
</div>
</div>
</div>
@@ -134,7 +134,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
data-bs-title="Bill Summary"
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed each payment recorded reduces the balance due until the bill is fully paid.">
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed &mdash; each payment recorded reduces the balance due until the bill is fully paid.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -171,7 +171,7 @@
<tr class="line-item-row">
<td>
<select class="form-select form-select-sm account-select" name="LineItems[INDEX].AccountId" required>
<option value=""> Account </option>
<option value="">&mdash; Account &mdash;</option>
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
{
<option value="@item.Value">@item.Text</option>
@@ -181,7 +181,7 @@
<td><input type="text" class="form-control form-control-sm" name="LineItems[INDEX].Description" placeholder="Description" /></td>
<td>
<select class="form-select form-select-sm" name="LineItems[INDEX].JobId">
<option value=""></option>
<option value="">&mdash;</option>
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.Jobs)
{
<option value="@item.Value">@item.Text</option>
@@ -1,4 +1,4 @@
@model List<PowderCoating.Application.DTOs.Accounting.BillExpenseListDto>
@model List<PowderCoating.Application.DTOs.Accounting.BillExpenseListDto>
@{
ViewData["Title"] = "Bills / Expenses";
@@ -62,7 +62,7 @@
<form method="get" class="row g-2 align-items-end">
<div class="col-md-4">
<input type="search" name="search" value="@ViewBag.Search" class="form-control"
placeholder="Search by #, vendor, memo, amount…" />
placeholder="Search by #, vendor, memo, amount&hellip;" />
</div>
<div class="col-md-2">
<select name="type" class="form-select">
@@ -156,13 +156,13 @@
}
else if (entry.EntryType == "Expense")
{
<span class="text-muted">—</span>
<span class="text-muted">&mdash;</span>
}
</td>
<td><span class="badge bg-@entry.StatusColor">@entry.StatusLabel</span></td>
<td class="text-end">@entry.Total.ToString("C")</td>
<td class="text-end fw-medium @(entry.BalanceDue > 0 ? "text-danger" : "text-muted")">
@(entry.EntryType == "Bill" ? entry.BalanceDue.ToString("C") : "—")
@(entry.EntryType == "Bill" ? entry.BalanceDue.ToString("C") : "&mdash;")
</td>
<td>
@if (entry.EntryType == "Bill")
@@ -209,7 +209,7 @@ else
asp-route-status="@ViewBag.StatusFilter"
asp-route-search="@ViewBag.Search"
asp-route-page="@((int)ViewBag.Page - 1)"
asp-route-pageSize="@ViewBag.PageSize">‹ Prev</a>
asp-route-pageSize="@ViewBag.PageSize">&lsaquo; Prev</a>
</li>
@for (var p = 1; p <= (int)ViewBag.TotalPages; p++)
{
@@ -228,11 +228,11 @@ else
asp-route-status="@ViewBag.StatusFilter"
asp-route-search="@ViewBag.Search"
asp-route-page="@((int)ViewBag.Page + 1)"
asp-route-pageSize="@ViewBag.PageSize">Next ›</a>
asp-route-pageSize="@ViewBag.PageSize">Next &rsaquo;</a>
</li>
</ul>
<p class="text-center text-muted small">
Showing @(((int)ViewBag.Page - 1) * (int)ViewBag.PageSize + 1)–@(Math.Min((int)ViewBag.Page * (int)ViewBag.PageSize, (int)ViewBag.TotalCount))
Showing @(((int)ViewBag.Page - 1) * (int)ViewBag.PageSize + 1)&ndash;@(Math.Min((int)ViewBag.Page * (int)ViewBag.PageSize, (int)ViewBag.TotalCount))
of @ViewBag.TotalCount entries
</p>
</nav>
@@ -31,7 +31,7 @@
<div id="resultArea" class="d-none">
<div id="spinnerArea" class="text-center py-5 d-none">
<div class="spinner-border text-primary" style="width:2.5rem;height:2.5rem;" role="status"></div>
<p class="text-muted mt-3">Claude is reviewing your bill history</p>
<p class="text-muted mt-3">Claude is reviewing your bill history&hellip;</p>
</div>
<div id="errorArea" class="alert alert-danger alert-permanent d-none"></div>
@@ -2,7 +2,7 @@
@model BudgetCreateVm
@{
ViewData["Title"] = $"Edit Budget {Model.Name}";
ViewData["Title"] = $"Edit Budget &mdash; {Model.Name}";
ViewData["PageIcon"] = "bi-pencil";
var months = new[] { "Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec" };
}
@@ -24,7 +24,7 @@
<div class="card border-0 shadow-sm mb-4">
<div class="card-header bg-white border-0 py-3">
<h5 class="mb-0 fw-semibold">
<i class="bi bi-pie-chart me-2 text-primary"></i>@Model.Name @Model.FiscalYear
<i class="bi bi-pie-chart me-2 text-primary"></i>@Model.Name &mdash; @Model.FiscalYear
</h5>
</div>
<div class="card-body">
@@ -78,7 +78,7 @@ else
</td>
<td class="text-center">@b.Lines.Count</td>
<td class="text-end text-success">@b.Lines.Sum(l => l.Annual).ToString("C")</td>
<td class="text-end text-danger"></td>
<td class="text-end text-danger">&mdash;</td>
<td class="text-center">
@if (b.IsDefault)
{
@@ -246,7 +246,7 @@
</table>
</div>
<!-- Mobile card view shown on screens < 992px -->
<!-- Mobile card view &mdash; shown on screens < 992px -->
<div class="mobile-card-view">
<div class="mobile-card-list">
@foreach (var report in Model)
@@ -313,7 +313,7 @@
{
<div class="d-flex justify-content-between align-items-center px-3 py-2 border-top">
<small class="text-muted">
Showing @((pageNumber - 1) * pageSize + 1)@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount
Showing @((pageNumber - 1) * pageSize + 1)&ndash;@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount
</small>
<nav>
<ul class="pagination pagination-sm mb-0">
@@ -1,4 +1,4 @@
@model PowderCoating.Application.DTOs.BugReport.CreateBugReportDto
@model PowderCoating.Application.DTOs.BugReport.CreateBugReportDto
@using PowderCoating.Core.Enums
@{
ViewData["Title"] = "Report a Bug";
@@ -59,10 +59,10 @@
<div class="mb-4">
<label asp-for="Priority" class="form-label fw-semibold">Priority</label>
<select asp-for="Priority" class="form-select">
<option value="@((int)BugReportPriority.Low)">Low – Minor inconvenience, workaround exists</option>
<option value="@((int)BugReportPriority.Normal)" selected>Normal – Affects workflow but not critical</option>
<option value="@((int)BugReportPriority.High)">High – Significantly impacts operations</option>
<option value="@((int)BugReportPriority.Critical)">Critical – System unusable or data loss risk</option>
<option value="@((int)BugReportPriority.Low)">Low &ndash; Minor inconvenience, workaround exists</option>
<option value="@((int)BugReportPriority.Normal)" selected>Normal &ndash; Affects workflow but not critical</option>
<option value="@((int)BugReportPriority.High)">High &ndash; Significantly impacts operations</option>
<option value="@((int)BugReportPriority.Critical)">Critical &ndash; System unusable or data loss risk</option>
</select>
<span asp-validation-for="Priority" class="text-danger small"></span>
</div>
@@ -104,7 +104,7 @@
const li = document.createElement('li');
const sizeMb = (f.size / 1024 / 1024).toFixed(1);
if (f.size > maxBytes) {
li.innerHTML = `<i class="bi bi-exclamation-triangle text-danger"></i> ${f.name} (${sizeMb} MB) — exceeds 100 MB limit`;
li.innerHTML = `<i class="bi bi-exclamation-triangle text-danger"></i> ${f.name} (${sizeMb} MB) &mdash; exceeds 100 MB limit`;
} else {
li.innerHTML = `<i class="bi bi-file-earmark text-secondary"></i> ${f.name} (${sizeMb} MB)`;
}
@@ -34,7 +34,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Parent Category"
data-bs-content="Leave as '(None)' to create a top-level category. Choose a parent to nest this under it e.g., place 'Aluminum Wheels' under a parent 'Wheels' category. This creates a browsable hierarchy in the catalog and quote wizard.">
data-bs-content="Leave as '(None)' to create a top-level category. Choose a parent to nest this under it &mdash; e.g., place 'Aluminum Wheels' under a parent 'Wheels' category. This creates a browsable hierarchy in the catalog and quote wizard.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -35,7 +35,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Parent Category"
data-bs-content="Leave as '(None)' to keep this as a top-level category. Choose a parent to nest it e.g., 'Aluminum Wheels' under 'Wheels'. The system prevents circular references (you cannot make a category its own ancestor).">
data-bs-content="Leave as '(None)' to keep this as a top-level category. Choose a parent to nest it &mdash; e.g., 'Aluminum Wheels' under 'Wheels'. The system prevents circular references (you cannot make a category its own ancestor).">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -3,7 +3,7 @@
ViewData["Title"] = "AI Catalog Price Check";
ViewData["PageIcon"] = "bi-robot";
ViewData["PageHelpTitle"] = "AI Catalog Price Check";
ViewData["PageHelpContent"] = "The AI Price Check reviews every item in your catalog against your actual operating costs and flags items that may be priced below cost, have thin margins, or appear unusually high. Results are estimates based on industry knowledge and your shop's rates always apply your own judgment before changing prices.";
ViewData["PageHelpContent"] = "The AI Price Check reviews every item in your catalog against your actual operating costs and flags items that may be priced below cost, have thin margins, or appear unusually high. Results are estimates based on industry knowledge and your shop's rates &mdash; always apply your own judgment before changing prices.";
var sortedResults = Model?.Results
.OrderBy(r => r.Verdict switch
@@ -82,7 +82,7 @@
<div class="progress-card">
<div class="icon"><i class="bi bi-robot"></i></div>
<h5>Analyzing your catalog</h5>
<p class="status-msg" id="overlay-status">Preparing items</p>
<p class="status-msg" id="overlay-status">Preparing items&hellip;</p>
<div class="progress-bar-track">
<div class="progress-bar-fill" id="overlay-bar"></div>
</div>
@@ -151,22 +151,22 @@
<div>
<h6 class="fw-semibold mb-1">What this analysis does</h6>
<p class="small text-muted mb-2">
Our AI system reviews every active, priced item in your catalog against your shop's actual operating costs
Our AI system reviews every active, priced item in your catalog against your shop's actual operating costs &mdash;
labor, oven time, sandblasting, coating booth, and powder material. For each item it estimates a
realistic surface area and processing time, calculates a cost floor, then compares that to your
current price and returns one of four verdicts:
</p>
<div class="d-flex flex-wrap gap-2 mb-2">
<span class="verdict-badge verdict-below-cost">Below Cost</span><span class="small text-muted align-self-center"> you're losing money on this item</span>
<span class="verdict-badge verdict-below-cost">Below Cost</span><span class="small text-muted align-self-center">&mdash; you're losing money on this item</span>
</div>
<div class="d-flex flex-wrap gap-2 mb-2">
<span class="verdict-badge verdict-low">Thin Margin</span><span class="small text-muted align-self-center"> above cost floor but below your target margin</span>
<span class="verdict-badge verdict-low">Thin Margin</span><span class="small text-muted align-self-center">&mdash; above cost floor but below your target margin</span>
</div>
<div class="d-flex flex-wrap gap-2 mb-2">
<span class="verdict-badge verdict-high">High</span><span class="small text-muted align-self-center"> significantly above typical market rates</span>
<span class="verdict-badge verdict-high">High</span><span class="small text-muted align-self-center">&mdash; significantly above typical market rates</span>
</div>
<div class="d-flex flex-wrap gap-2 mb-3">
<span class="verdict-badge verdict-ok">OK</span><span class="small text-muted align-self-center"> price is within a reasonable range</span>
<span class="verdict-badge verdict-ok">OK</span><span class="small text-muted align-self-center">&mdash; price is within a reasonable range</span>
</div>
<p class="small text-muted mb-0">
<i class="bi bi-exclamation-triangle me-1 text-warning"></i>
@@ -301,15 +301,15 @@ else
<div class="col-4 text-center">
<div class="small text-muted">Suggested</div>
<div class="fw-semibold text-primary">
@item.SuggestedPriceMin.ToString("C") @item.SuggestedPriceMax.ToString("C")
@item.SuggestedPriceMin.ToString("C") &ndash; @item.SuggestedPriceMax.ToString("C")
</div>
</div>
</div>
<div class="small text-muted mb-1">
<i class="bi bi-rulers me-1"></i>
Est. @item.EstimatedSqFtMin@item.EstimatedSqFtMax sqft &bull;
@item.EstimatedMinutesMin@item.EstimatedMinutesMax min
Est. @item.EstimatedSqFtMin&ndash;@item.EstimatedSqFtMax sqft &bull;
@item.EstimatedMinutesMin&ndash;@item.EstimatedMinutesMax min
</div>
<p class="small mb-1">@item.Reasoning</p>
@@ -20,7 +20,7 @@
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-4" role="alert">
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
<div>
<strong>Catalog item prices are fixed.</strong> The price you enter here is exactly what gets charged when this item is added to a quote or job no markup, no prep service charges, and no complexity adjustments are added on top. Make sure your price already includes labor, materials, and margin.
<strong>Catalog item prices are fixed.</strong> The price you enter here is exactly what gets charged when this item is added to a quote or job &mdash; no markup, no prep service charges, and no complexity adjustments are added on top. Make sure your price already includes labor, materials, and margin.
</div>
</div>
@@ -41,7 +41,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Item Name"
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant &mdash; e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -75,7 +75,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Pricing"
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote no markup, prep services, or complexity adjustments are applied on top. Set the all-in price you want to bill. Approximate Area is optional if set, it helps estimate powder needed for reporting purposes.">
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote &mdash; no markup, prep services, or complexity adjustments are applied on top. Set the all-in price you want to bill. Approximate Area is optional &mdash; if set, it helps estimate powder needed for reporting purposes.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -87,7 +87,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Default Price"
data-bs-content="This is the final price charged to the customer no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
data-bs-content="This is the final price charged to the customer &mdash; no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -122,7 +122,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Financial Accounts"
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts most shops only need to set these for items with special accounting treatment.">
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts &mdash; most shops only need to set these for items with special accounting treatment.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -140,7 +140,7 @@
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
<option value="">(Default COGS account)</option>
<option value="__new__">+ Add New Account</option>
<option value="__new__">+ Add New Account&hellip;</option>
</select>
<small class="form-text text-muted">Account debited when materials are consumed.</small>
</div>
@@ -164,7 +164,7 @@
<div class="mb-3">
<label for="image" class="form-label fw-semibold">Upload Image</label>
<input type="file" class="form-control" id="image" name="image" accept="image/jpeg,image/png,image/gif,image/webp" onchange="previewCatalogImage(this)" />
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp max 10 MB. A 200×200 thumbnail is generated automatically.</div>
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp &mdash; max 10 MB. A 200×200 thumbnail is generated automatically.</div>
<div id="imagePreview" class="mt-2 d-none">
<img id="imagePreviewImg" src="" alt="Preview" style="max-width:200px;max-height:200px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;" />
</div>
@@ -35,7 +35,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Item Name"
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant &mdash; e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -69,7 +69,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Pricing &amp; Status"
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote no markup, prep services, or complexity adjustments are applied on top. Staff can override it on individual quotes. Set Status to Inactive to hide the item from the picker without deleting it.">
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote &mdash; no markup, prep services, or complexity adjustments are applied on top. Staff can override it on individual quotes. Set Status to Inactive to hide the item from the picker without deleting it.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -81,7 +81,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Default Price"
data-bs-content="This is the final price charged to the customer no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
data-bs-content="This is the final price charged to the customer &mdash; no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -125,7 +125,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Financial Accounts"
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts most shops only need to set these for items with special accounting treatment.">
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts &mdash; most shops only need to set these for items with special accounting treatment.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -143,7 +143,7 @@
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
<option value="">(Default COGS account)</option>
<option value="__new__">+ Add New Account</option>
<option value="__new__">+ Add New Account&hellip;</option>
</select>
<small class="form-text text-muted">Account debited when materials are consumed.</small>
</div>
@@ -186,7 +186,7 @@
<div class="mb-3">
<label for="image" class="form-label fw-semibold">Upload Image</label>
<input type="file" class="form-control" id="image" name="image" accept="image/jpeg,image/png,image/gif,image/webp" onchange="previewCatalogImage(this)" />
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp max 10 MB. A 200×200 thumbnail is generated automatically.</div>
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp &mdash; max 10 MB. A 200×200 thumbnail is generated automatically.</div>
<div id="imagePreview" class="mt-2 d-none">
<img id="imagePreviewImg" src="" alt="Preview" style="max-width:200px;max-height:200px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;" />
</div>
@@ -3,7 +3,7 @@
ViewData["Title"] = "Product Catalog";
ViewData["PageIcon"] = "bi-book";
ViewData["PageHelpTitle"] = "Product Catalog";
ViewData["PageHelpContent"] = "The Product Catalog is a library of standard items (wheels, brackets, panels, etc.) that your shop regularly quotes and invoices. Each item has a fixed price when a catalog item is added to a quote or job, that price is used exactly as entered. No markup, no prep services, and no complexity charges are added on top. Organize items into categories to keep the catalog easy to browse.";
ViewData["PageHelpContent"] = "The Product Catalog is a library of standard items (wheels, brackets, panels, etc.) that your shop regularly quotes and invoices. Each item has a fixed price &mdash; when a catalog item is added to a quote or job, that price is used exactly as entered. No markup, no prep services, and no complexity charges are added on top. Organize items into categories to keep the catalog easy to browse.";
var totalItemsCount = ViewBag.TotalItemsCount ?? 0;
var activeItemsCount = ViewBag.ActiveItemsCount ?? 0;
var averagePrice = ViewBag.AveragePrice ?? 0m;
@@ -148,7 +148,7 @@
<div class="card-body">
<table class="table table-sm table-borderless mb-0">
<tr><th style="width:40%">Company Name</th><td>@Model.CompanyName</td></tr>
<tr><th>Code</th><td>@(Model.CompanyCode ?? "")</td></tr>
<tr><th>Code</th><td>@(Model.CompanyCode ?? "&mdash;")</td></tr>
<tr><th>Status</th><td><span class="badge @(Model.IsActive ? "bg-success" : "bg-danger")">@(Model.IsActive ? "Active" : "Inactive")</span></td></tr>
<tr><th>Time Zone</th><td>@(Model.TimeZone ?? "America/New_York")</td></tr>
<tr><th>Created</th><td>@Model.CreatedAt.ToString("MMM d, yyyy h:mm tt")</td></tr>
@@ -174,7 +174,7 @@
<table class="table table-sm table-borderless mb-0">
<tr><th style="width:40%">Contact Name</th><td>@Model.PrimaryContactName</td></tr>
<tr><th>Email</th><td><a href="mailto:@Model.PrimaryContactEmail">@Model.PrimaryContactEmail</a></td></tr>
<tr><th>Phone</th><td>@(Model.Phone ?? "")</td></tr>
<tr><th>Phone</th><td>@(Model.Phone ?? "&mdash;")</td></tr>
</table>
</div>
</div>
@@ -283,7 +283,7 @@
}
else { <span class="text-muted">N/A</span> }
</td>
<td>@(user.Department ?? "")</td>
<td>@(user.Department ?? "&mdash;")</td>
<td>
<span class="badge @(user.IsActive ? "bg-success" : "bg-danger")">
@(user.IsActive ? "Active" : "Inactive")
@@ -527,20 +527,20 @@
@{
var firstActivity = onboarding.FirstJobCreatedAt ?? onboarding.FirstQuoteCreatedAt;
}
@(firstActivity.HasValue ? firstActivity.Value.ToString("MMM d, yyyy") : "")
@(firstActivity.HasValue ? firstActivity.Value.ToString("MMM d, yyyy") : "&mdash;")
</td>
</tr>
<tr>
<th>First Invoice</th>
<td>@(onboarding.FirstInvoiceCreatedAt.HasValue ? onboarding.FirstInvoiceCreatedAt.Value.ToString("MMM d, yyyy") : "")</td>
<td>@(onboarding.FirstInvoiceCreatedAt.HasValue ? onboarding.FirstInvoiceCreatedAt.Value.ToString("MMM d, yyyy") : "&mdash;")</td>
</tr>
<tr>
<th>Workflow Completed</th>
<td>@(onboarding.FirstWorkflowCompletedAt.HasValue ? onboarding.FirstWorkflowCompletedAt.Value.ToString("MMM d, yyyy") : "")</td>
<td>@(onboarding.FirstWorkflowCompletedAt.HasValue ? onboarding.FirstWorkflowCompletedAt.Value.ToString("MMM d, yyyy") : "&mdash;")</td>
</tr>
<tr>
<th>Widget Dismissed</th>
<td>@(onboarding.GuidedActivationDismissedAt.HasValue ? onboarding.GuidedActivationDismissedAt.Value.ToString("MMM d, yyyy") : "")</td>
<td>@(onboarding.GuidedActivationDismissedAt.HasValue ? onboarding.GuidedActivationDismissedAt.Value.ToString("MMM d, yyyy") : "&mdash;")</td>
</tr>
</table>
</div>
@@ -618,7 +618,7 @@
</div><!-- /tab-content -->
<!-- Danger Zone (outside tabs always present) -->
<!-- Danger Zone (outside tabs &mdash; always present) -->
<div class="card shadow-sm border-danger mt-4">
<div class="card-header bg-light">
<h6 class="card-title mb-0 text-danger">
@@ -630,7 +630,7 @@
<div>
<h6 class="mb-1 text-warning-emphasis"><i class="bi bi-fire me-1"></i>Reset All Company Data</h6>
<p class="text-muted small mb-0">
Permanently deletes all business data customers, jobs, quotes, invoices, inventory, and more.
Permanently deletes all business data &mdash; customers, jobs, quotes, invoices, inventory, and more.
The company record, users, and settings are preserved. Use this to wipe a migration and start fresh.
</p>
</div>
@@ -646,7 +646,7 @@
Permanently deletes the company and everything in it. There is no going back.
@if (Model.UserCount > 0)
{
<br /><strong class="text-danger">This company has @Model.UserCount user(s) remove them first.</strong>
<br /><strong class="text-danger">This company has @Model.UserCount user(s) &mdash; remove them first.</strong>
}
</p>
</div>
@@ -672,7 +672,7 @@
</div>
<div class="modal-body p-0">
<div id="oc-loading" class="d-flex justify-content-center align-items-center py-5">
<div class="spinner-border text-primary" role="status"><span class="visually-hidden">Loading</span></div>
<div class="spinner-border text-primary" role="status"><span class="visually-hidden">Loading&hellip;</span></div>
</div>
<div id="oc-content" style="display:none;">
<div class="px-3 pt-3 pb-2">
@@ -688,14 +688,14 @@
<span id="oc-status-badge" class="badge ms-auto"></span>
</div>
<table class="table table-sm table-borderless mb-0 small">
<tr><th style="width:38%;" class="text-muted fw-normal">Role</th><td id="oc-role"></td></tr>
<tr><th class="text-muted fw-normal">Department</th><td id="oc-dept"></td></tr>
<tr><th class="text-muted fw-normal">Position</th><td id="oc-position"></td></tr>
<tr><th class="text-muted fw-normal">Phone</th><td id="oc-phone"></td></tr>
<tr><th class="text-muted fw-normal">Hired</th><td id="oc-hire"></td></tr>
<tr><th class="text-muted fw-normal">Account created</th><td id="oc-created"></td></tr>
<tr><th class="text-muted fw-normal">Last login</th><td id="oc-lastlogin"></td></tr>
<tr><th class="text-muted fw-normal">Email confirmed</th><td id="oc-emailconf"></td></tr>
<tr><th style="width:38%;" class="text-muted fw-normal">Role</th><td id="oc-role">&mdash;</td></tr>
<tr><th class="text-muted fw-normal">Department</th><td id="oc-dept">&mdash;</td></tr>
<tr><th class="text-muted fw-normal">Position</th><td id="oc-position">&mdash;</td></tr>
<tr><th class="text-muted fw-normal">Phone</th><td id="oc-phone">&mdash;</td></tr>
<tr><th class="text-muted fw-normal">Hired</th><td id="oc-hire">&mdash;</td></tr>
<tr><th class="text-muted fw-normal">Account created</th><td id="oc-created">&mdash;</td></tr>
<tr><th class="text-muted fw-normal">Last login</th><td id="oc-lastlogin">&mdash;</td></tr>
<tr><th class="text-muted fw-normal">Email confirmed</th><td id="oc-emailconf">&mdash;</td></tr>
</table>
</div>
<hr class="my-0" />
@@ -127,12 +127,12 @@
</div>
<h5 class="card-title mb-3 pb-2 border-bottom">Feature Overrides</h5>
<p class="text-muted small mb-3">Override plan-level feature access for this company. Leave blank () to inherit from the subscription plan.</p>
<p class="text-muted small mb-3">Override plan-level feature access for this company. Leave blank (&mdash;) to inherit from the subscription plan.</p>
<div class="row g-3 mb-4">
<div class="col-md-6">
<label class="form-label fw-medium">Online Payments</label>
<select asp-for="OnlinePaymentsOverride" class="form-select">
<option value=""> Use plan default </option>
<option value="">&mdash; Use plan default &mdash;</option>
<option value="true">Force Enable</option>
<option value="false">Force Disable</option>
</select>
@@ -141,7 +141,7 @@
<div class="col-md-6">
<label class="form-label fw-medium">Accounting Module</label>
<select asp-for="AccountingOverride" class="form-select">
<option value=""> Use plan default </option>
<option value="">&mdash; Use plan default &mdash;</option>
<option value="true">Force Enable</option>
<option value="false">Force Disable</option>
</select>
@@ -150,7 +150,7 @@
</div>
<h5 class="card-title mb-3 pb-2 border-bottom">SMS Override</h5>
<p class="text-muted small mb-3">Use this to immediately cut off SMS for a company for example if they are sending abusive messages or have a billing dispute. This overrides the plan entitlement and the company's own opt-in setting.</p>
<p class="text-muted small mb-3">Use this to immediately cut off SMS for a company &mdash; for example if they are sending abusive messages or have a billing dispute. This overrides the plan entitlement and the company's own opt-in setting.</p>
<div class="mb-4">
<div class="form-check form-switch">
<input asp-for="SmsDisabledByAdmin" class="form-check-input" type="checkbox" role="switch" id="SmsDisabledByAdmin" />
@@ -61,7 +61,7 @@
<div class="input-group">
<span class="input-group-text"><i class="bi bi-search"></i></span>
<input type="text" name="searchTerm" class="form-control"
placeholder="Search by name, code, email, phone"
placeholder="Search by name, code, email, phone&hellip;"
value="@searchTerm" />
</div>
</div>
@@ -265,7 +265,7 @@
</table>
</div>
<!-- Mobile card view shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
<!-- Mobile card view &mdash; shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
<div class="mobile-card-view">
<div class="mobile-card-list">
@foreach (var company in Model)
@@ -321,7 +321,7 @@
{
<div class="card-footer d-flex justify-content-between align-items-center">
<div class="text-muted small">
Showing @((pageNumber - 1) * pageSize + 1)@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount companies
Showing @((pageNumber - 1) * pageSize + 1)&ndash;@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount companies
</div>
<div class="d-flex align-items-center gap-3">
<div>
@@ -448,7 +448,7 @@
<h6 class="fw-bold text-danger"><i class="bi bi-fire me-2"></i>Hard Delete (Permanent)</h6>
<p class="text-muted small mb-2">
<strong class="text-danger">This cannot be undone.</strong>
All company data users, jobs, quotes, customers, invoices, and everything else will be
All company data &mdash; users, jobs, quotes, customers, invoices, and everything else &mdash; will be
<strong>permanently and irreversibly deleted</strong> from the database.
</p>
<div class="alert alert-danger alert-permanent py-2 mb-3">
@@ -198,7 +198,7 @@
<form method="get" class="row g-2 align-items-end">
<div class="col-md-4">
<input name="search" value="@ViewBag.Search" class="form-control form-control-sm"
placeholder="Company name or email" />
placeholder="Company name or email&hellip;" />
</div>
<div class="col-md-3">
<select name="risk" class="form-select form-select-sm">
@@ -274,7 +274,7 @@
<td>
@if (h.RiskLevel == ChurnRisk.NeverActivated)
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
else
{
@@ -338,7 +338,7 @@
</table>
</div>
<!-- Mobile card view shown on screens < 992px -->
<!-- Mobile card view &mdash; shown on screens < 992px -->
<div class="mobile-card-view">
<div class="mobile-card-list">
@foreach (var h in Model)
@@ -394,7 +394,7 @@
@if (!Model.Any(h => h.RiskLevel != ChurnRisk.Healthy) && Model.Any())
{
<div class="card-footer text-center py-3 text-success">
<i class="bi bi-check-circle-fill me-2"></i>All tenants are healthy no churn signals detected.
<i class="bi bi-check-circle-fill me-2"></i>All tenants are healthy &mdash; no churn signals detected.
</div>
}
</div>
@@ -53,7 +53,7 @@
<ul class="list-unstyled mb-3">
<li class="mb-2">
<i class="bi bi-person-x-fill text-danger me-2"></i>
<strong>@userCount user account@(userCount != 1 ? "s" : "")</strong> will be deactivated no one will be able to log in.
<strong>@userCount user account@(userCount != 1 ? "s" : "")</strong> will be deactivated &mdash; no one will be able to log in.
</li>
<li class="mb-2">
<i class="bi bi-briefcase-fill text-danger me-2"></i>
@@ -90,13 +90,13 @@
<div class="card-body">
<ul class="mb-0">
<li class="mb-1">
<strong>Pause instead of delete</strong> Contact support to temporarily suspend your account.
<strong>Pause instead of delete</strong> &mdash; Contact support to temporarily suspend your account.
</li>
<li class="mb-1">
<strong>Cancel your subscription</strong> Stop future billing without deleting your data.
<strong>Cancel your subscription</strong> &mdash; Stop future billing without deleting your data.
</li>
<li>
<strong>Export your data first</strong> Go to
<strong>Export your data first</strong> &mdash; Go to
<a asp-controller="Reports" asp-action="Index">Reports</a>
to export jobs, customers, invoices, and more before proceeding.
</li>
@@ -146,7 +146,7 @@
<i class="bi bi-trash3 me-1"></i>Delete My Account Permanently
</button>
<a asp-controller="CompanySettings" asp-action="Index" class="btn btn-outline-secondary px-4">
Cancel Keep My Account
Cancel &mdash; Keep My Account
</a>
</div>
</form>
@@ -176,7 +176,7 @@
// Extra guard: prevent accidental double-submit after the form is submitted.
document.getElementById('deleteAccountForm').addEventListener('submit', function () {
deleteBtn.disabled = true;
deleteBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Deleting';
deleteBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Deleting&hellip;';
});
})();
</script>
@@ -1,6 +1,6 @@
@model PowderCoating.Application.DTOs.Notification.NotificationTemplateDto
@{
ViewData["Title"] = $"Edit Template {Model.DisplayName}";
ViewData["Title"] = $"Edit Template &mdash; {Model.DisplayName}";
ViewData["PageIcon"] = "bi-envelope-gear";
var placeholders = ViewBag.Placeholders as List<(string Placeholder, string Description)>
?? new List<(string, string)>();
@@ -70,7 +70,7 @@
@if (isEmail)
{
<!-- Raw HTML textarea for email supports {{placeholders}} and full HTML -->
<!-- Raw HTML textarea for email &mdash; supports {{placeholders}} and full HTML -->
<textarea asp-for="Body" class="form-control font-monospace" rows="16"
placeholder="Enter HTML email body..."></textarea>
<div class="form-text text-muted mt-1">
@@ -131,7 +131,7 @@
<div>
<span class="badge bg-light text-dark border placeholder-pill px-2 py-1"
onclick="copyPlaceholder('@placeholder', this)"
title="@description click to copy">
title="@description &mdash; click to copy">
@placeholder
</span>
<span class="copy-feedback ms-1">Copied!</span>
@@ -1,4 +1,4 @@
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
@{
ViewData["Title"] = "Company Settings";
ViewData["PageIcon"] = "bi-building";
@@ -118,7 +118,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Company Information"
data-bs-content="This information appears on every customer-facing document quotes, invoices, and PDFs. Keep the company name, address, and email accurate so customers see the right details. The &lt;strong&gt;Primary Contact Email&lt;/strong&gt; is used as the reply-to address on all outgoing notifications.&lt;br&gt;&lt;br&gt;&lt;a href='/Help/Settings#company-information' target='_blank'&gt;Learn more →&lt;/a&gt;">
data-bs-content="This information appears on every customer-facing document &mdash; quotes, invoices, and PDFs. Keep the company name, address, and email accurate so customers see the right details. The &lt;strong&gt;Primary Contact Email&lt;/strong&gt; is used as the reply-to address on all outgoing notifications.&lt;br&gt;&lt;br&gt;&lt;a href='/Help/Settings#company-information' target='_blank'&gt;Learn more →&lt;/a&gt;">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -165,39 +165,39 @@
<label for="timeZone" class="form-label">Time Zone</label>
<select class="form-select" id="timeZone" name="TimeZone">
<optgroup label="United States">
<option value="America/New_York" selected="@(Model.TimeZone == "America/New_York" ? "selected" : null)">Eastern (ET) New York</option>
<option value="America/Chicago" selected="@(Model.TimeZone == "America/Chicago" ? "selected" : null)">Central (CT) Chicago</option>
<option value="America/Denver" selected="@(Model.TimeZone == "America/Denver" ? "selected" : null)">Mountain (MT) Denver</option>
<option value="America/Phoenix" selected="@(Model.TimeZone == "America/Phoenix" ? "selected" : null)">Mountain no-DST Phoenix</option>
<option value="America/Los_Angeles" selected="@(Model.TimeZone == "America/Los_Angeles" ? "selected" : null)">Pacific (PT) Los Angeles</option>
<option value="America/Anchorage" selected="@(Model.TimeZone == "America/Anchorage" ? "selected" : null)">Alaska (AKT) Anchorage</option>
<option value="Pacific/Honolulu" selected="@(Model.TimeZone == "Pacific/Honolulu" ? "selected" : null)">Hawaii (HT) Honolulu</option>
<option value="America/New_York" selected="@(Model.TimeZone == "America/New_York" ? "selected" : null)">Eastern (ET) &mdash; New York</option>
<option value="America/Chicago" selected="@(Model.TimeZone == "America/Chicago" ? "selected" : null)">Central (CT) &mdash; Chicago</option>
<option value="America/Denver" selected="@(Model.TimeZone == "America/Denver" ? "selected" : null)">Mountain (MT) &mdash; Denver</option>
<option value="America/Phoenix" selected="@(Model.TimeZone == "America/Phoenix" ? "selected" : null)">Mountain no-DST &mdash; Phoenix</option>
<option value="America/Los_Angeles" selected="@(Model.TimeZone == "America/Los_Angeles" ? "selected" : null)">Pacific (PT) &mdash; Los Angeles</option>
<option value="America/Anchorage" selected="@(Model.TimeZone == "America/Anchorage" ? "selected" : null)">Alaska (AKT) &mdash; Anchorage</option>
<option value="Pacific/Honolulu" selected="@(Model.TimeZone == "Pacific/Honolulu" ? "selected" : null)">Hawaii (HT) &mdash; Honolulu</option>
</optgroup>
<optgroup label="Canada">
<option value="America/Halifax" selected="@(Model.TimeZone == "America/Halifax" ? "selected" : null)">Atlantic (AT) Halifax</option>
<option value="America/Toronto" selected="@(Model.TimeZone == "America/Toronto" ? "selected" : null)">Eastern Toronto</option>
<option value="America/Winnipeg" selected="@(Model.TimeZone == "America/Winnipeg" ? "selected" : null)">Central Winnipeg</option>
<option value="America/Edmonton" selected="@(Model.TimeZone == "America/Edmonton" ? "selected" : null)">Mountain Edmonton</option>
<option value="America/Vancouver" selected="@(Model.TimeZone == "America/Vancouver" ? "selected" : null)">Pacific Vancouver</option>
<option value="America/Halifax" selected="@(Model.TimeZone == "America/Halifax" ? "selected" : null)">Atlantic (AT) &mdash; Halifax</option>
<option value="America/Toronto" selected="@(Model.TimeZone == "America/Toronto" ? "selected" : null)">Eastern &mdash; Toronto</option>
<option value="America/Winnipeg" selected="@(Model.TimeZone == "America/Winnipeg" ? "selected" : null)">Central &mdash; Winnipeg</option>
<option value="America/Edmonton" selected="@(Model.TimeZone == "America/Edmonton" ? "selected" : null)">Mountain &mdash; Edmonton</option>
<option value="America/Vancouver" selected="@(Model.TimeZone == "America/Vancouver" ? "selected" : null)">Pacific &mdash; Vancouver</option>
</optgroup>
<optgroup label="Europe">
<option value="Europe/London" selected="@(Model.TimeZone == "Europe/London" ? "selected" : null)">GMT/BST London</option>
<option value="Europe/Paris" selected="@(Model.TimeZone == "Europe/Paris" ? "selected" : null)">CET Paris / Berlin</option>
<option value="Europe/Helsinki" selected="@(Model.TimeZone == "Europe/Helsinki" ? "selected" : null)">EET Helsinki</option>
<option value="Europe/Moscow" selected="@(Model.TimeZone == "Europe/Moscow" ? "selected" : null)">MSK Moscow</option>
<option value="Europe/London" selected="@(Model.TimeZone == "Europe/London" ? "selected" : null)">GMT/BST &mdash; London</option>
<option value="Europe/Paris" selected="@(Model.TimeZone == "Europe/Paris" ? "selected" : null)">CET &mdash; Paris / Berlin</option>
<option value="Europe/Helsinki" selected="@(Model.TimeZone == "Europe/Helsinki" ? "selected" : null)">EET &mdash; Helsinki</option>
<option value="Europe/Moscow" selected="@(Model.TimeZone == "Europe/Moscow" ? "selected" : null)">MSK &mdash; Moscow</option>
</optgroup>
<optgroup label="Asia / Pacific">
<option value="Asia/Dubai" selected="@(Model.TimeZone == "Asia/Dubai" ? "selected" : null)">GST Dubai</option>
<option value="Asia/Kolkata" selected="@(Model.TimeZone == "Asia/Kolkata" ? "selected" : null)">IST India</option>
<option value="Asia/Bangkok" selected="@(Model.TimeZone == "Asia/Bangkok" ? "selected" : null)">ICT Bangkok</option>
<option value="Asia/Shanghai" selected="@(Model.TimeZone == "Asia/Shanghai" ? "selected" : null)">CST Beijing / Shanghai</option>
<option value="Asia/Tokyo" selected="@(Model.TimeZone == "Asia/Tokyo" ? "selected" : null)">JST Tokyo</option>
<option value="Australia/Sydney" selected="@(Model.TimeZone == "Australia/Sydney" ? "selected" : null)">AEST Sydney</option>
<option value="Pacific/Auckland" selected="@(Model.TimeZone == "Pacific/Auckland" ? "selected" : null)">NZST Auckland</option>
<option value="Asia/Dubai" selected="@(Model.TimeZone == "Asia/Dubai" ? "selected" : null)">GST &mdash; Dubai</option>
<option value="Asia/Kolkata" selected="@(Model.TimeZone == "Asia/Kolkata" ? "selected" : null)">IST &mdash; India</option>
<option value="Asia/Bangkok" selected="@(Model.TimeZone == "Asia/Bangkok" ? "selected" : null)">ICT &mdash; Bangkok</option>
<option value="Asia/Shanghai" selected="@(Model.TimeZone == "Asia/Shanghai" ? "selected" : null)">CST &mdash; Beijing / Shanghai</option>
<option value="Asia/Tokyo" selected="@(Model.TimeZone == "Asia/Tokyo" ? "selected" : null)">JST &mdash; Tokyo</option>
<option value="Australia/Sydney" selected="@(Model.TimeZone == "Australia/Sydney" ? "selected" : null)">AEST &mdash; Sydney</option>
<option value="Pacific/Auckland" selected="@(Model.TimeZone == "Pacific/Auckland" ? "selected" : null)">NZST &mdash; Auckland</option>
</optgroup>
<optgroup label="South America">
<option value="America/Sao_Paulo" selected="@(Model.TimeZone == "America/Sao_Paulo" ? "selected" : null)">BRT São Paulo</option>
<option value="America/Buenos_Aires" selected="@(Model.TimeZone == "America/Buenos_Aires" ? "selected" : null)">ART Buenos Aires</option>
<option value="America/Sao_Paulo" selected="@(Model.TimeZone == "America/Sao_Paulo" ? "selected" : null)">BRT &mdash; São Paulo</option>
<option value="America/Buenos_Aires" selected="@(Model.TimeZone == "America/Buenos_Aires" ? "selected" : null)">ART &mdash; Buenos Aires</option>
</optgroup>
<optgroup label="UTC">
<option value="UTC" selected="@(Model.TimeZone == "UTC" ? "selected" : null)">UTC</option>
@@ -243,7 +243,7 @@
}
else
{
<div class="text-muted small mb-2">No period lock set all dates are open.</div>
<div class="text-muted small mb-2">No period lock set &mdash; all dates are open.</div>
}
</div>
<div class="col-md-4">
@@ -353,7 +353,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Operating Costs"
data-bs-content="These are the rates the quoting engine uses to price every job automatically. Set them to your real shop costs and the system will produce accurate quotes without manual calculation. &lt;strong&gt;New quotes use the current rates&lt;/strong&gt; changing a rate here does not retroactively reprice existing quotes.&lt;br&gt;&lt;br&gt;&lt;a href='/Help/Settings#pricing-configuration' target='_blank'&gt;Learn more →&lt;/a&gt;">
data-bs-content="These are the rates the quoting engine uses to price every job automatically. Set them to your real shop costs and the system will produce accurate quotes without manual calculation. &lt;strong&gt;New quotes use the current rates&lt;/strong&gt; &mdash; changing a rate here does not retroactively reprice existing quotes.&lt;br&gt;&lt;br&gt;&lt;a href='/Help/Settings#pricing-configuration' target='_blank'&gt;Learn more →&lt;/a&gt;">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -368,7 +368,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Rates &amp; Costs"
data-bs-content="&lt;strong&gt;Standard Labor Rate&lt;/strong&gt; is the baseline $/hr for all coating work sandblasting and masking are multiplied from this. &lt;strong&gt;Powder Coating Cost/sq ft&lt;/strong&gt; is the fallback material rate used when you don't select a specific powder inventory item on a quote item. &lt;strong&gt;Additional Coat Labor&lt;/strong&gt; is the percentage of the base labor cost charged for each coat after the first (e.g. 30% means a 2nd coat adds 30% more labor).">
data-bs-content="&lt;strong&gt;Standard Labor Rate&lt;/strong&gt; is the baseline $/hr for all coating work &mdash; sandblasting and masking are multiplied from this. &lt;strong&gt;Powder Coating Cost/sq ft&lt;/strong&gt; is the fallback material rate used when you don't select a specific powder inventory item on a quote item. &lt;strong&gt;Additional Coat Labor&lt;/strong&gt; is the percentage of the base labor cost charged for each coat after the first (e.g. 30% means a 2nd coat adds 30% more labor).">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -506,7 +506,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Equipment Operating Costs"
data-bs-content="The hourly cost of running each piece of equipment, including energy and depreciation. These are added to quote items based on the prep services selected. The &lt;strong&gt;Default Oven Rate&lt;/strong&gt; is used on quotes where no named oven is chosen add individual shop ovens below if you have multiple ovens with different capacities and costs.">
data-bs-content="The hourly cost of running each piece of equipment, including energy and depreciation. These are added to quote items based on the prep services selected. The &lt;strong&gt;Default Oven Rate&lt;/strong&gt; is used on quotes where no named oven is chosen &mdash; add individual shop ovens below if you have multiple ovens with different capacities and costs.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -554,7 +554,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Pricing &amp; Profit"
data-bs-content="&lt;strong&gt;Markup mode&lt;/strong&gt; adds a % on top of material costs only (labor and equipment pass through at cost). &lt;strong&gt;Margin mode&lt;/strong&gt; targets a gross margin % of the total selling price e.g. 30% margin on a $100 cost base gives a $142.86 price. Note: margin % and markup % are not the same number. &lt;strong&gt;Shop Minimum&lt;/strong&gt; sets a floor price for any job.">
data-bs-content="&lt;strong&gt;Markup mode&lt;/strong&gt; adds a % on top of material costs only (labor and equipment pass through at cost). &lt;strong&gt;Margin mode&lt;/strong&gt; targets a gross margin % of the total selling price &mdash; e.g. 30% margin on a $100 cost base gives a $142.86 price. Note: margin % and markup % are not the same number. &lt;strong&gt;Shop Minimum&lt;/strong&gt; sets a floor price for any job.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -678,7 +678,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Part Complexity Multipliers"
data-bs-content="A percentage added to the price of &lt;strong&gt;calculated items&lt;/strong&gt; based on how intricate the part is. When adding an item in a quote, staff select a complexity level the system then applies this multiplier to account for the extra time and care needed. &lt;em&gt;Simple&lt;/em&gt; = 0% (flat panels, basic shapes). &lt;em&gt;Extreme&lt;/em&gt; = highly detailed, tight recesses, masking-intensive parts.">
data-bs-content="A percentage added to the price of &lt;strong&gt;calculated items&lt;/strong&gt; based on how intricate the part is. When adding an item in a quote, staff select a complexity level &mdash; the system then applies this multiplier to account for the extra time and care needed. &lt;em&gt;Simple&lt;/em&gt; = 0% (flat panels, basic shapes). &lt;em&gt;Extreme&lt;/em&gt; = highly detailed, tight recesses, masking-intensive parts.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -775,11 +775,11 @@
</div>
<div class="d-flex align-items-center gap-1 ms-auto">
<span class="text-muted">=</span>
<span id="ovenDimResult" class="fw-semibold small text-primary" style="min-width:65px;"></span>
<span id="ovenDimResult" class="fw-semibold small text-primary" style="min-width:65px;">&mdash;</span>
<button type="button" class="btn btn-sm btn-outline-primary" id="ovenDimApply" disabled>Use</button>
</div>
</div>
<div class="text-muted mt-1" style="font-size:.72rem;">W × D × H of oven interior 20% deducted for rack &amp; wall depth</div>
<div class="text-muted mt-1" style="font-size:.72rem;">W × D × H of oven interior &mdash; 20% deducted for rack &amp; wall depth</div>
</div>
<div class="mb-3">
<label for="ovenOrderInput" class="form-label">Display Order</label>
@@ -810,7 +810,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="AI Photo Quote Profile"
data-bs-content="Describe your shop's specialties, typical items, and pricing style in plain language. This text is injected into the AI's system prompt every time a photo quote is analysed the more specific you are, the better calibrated the estimates will be for your business. You can also describe anything the AI tends to get wrong. &lt;br&gt;&lt;br&gt;&lt;strong&gt;Additionally&lt;/strong&gt;, the AI automatically learns from quotes your team accepted without overriding those become calibration examples that improve accuracy over time.">
data-bs-content="Describe your shop's specialties, typical items, and pricing style in plain language. This text is injected into the AI's system prompt every time a photo quote is analysed &mdash; the more specific you are, the better calibrated the estimates will be for your business. You can also describe anything the AI tends to get wrong. &lt;br&gt;&lt;br&gt;&lt;strong&gt;Additionally&lt;/strong&gt;, the AI automatically learns from quotes your team accepted without overriding &mdash; those become calibration examples that improve accuracy over time.">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -821,9 +821,9 @@
<div class="mb-3">
<label for="aiContextProfile" class="form-label fw-semibold">Shop Description</label>
<textarea id="aiContextProfile" class="form-control" rows="8" maxlength="2000"
placeholder="Examples:&#10;• We specialise in automotive restoration wheels, frames, suspension brackets, and roll cages are our bread and butter.&#10;• Our customers expect premium pricing. We rarely work on items over 20 sqft.&#10;• Most items come to us already stripped; sandblasting adds roughly 15 min per item on average.&#10;• We use a 2-stage cure cycle pre-heat 10 min, coat, cure 20 min at 400°F.">@(Model.OperatingCosts?.AiContextProfile)</textarea>
placeholder="Examples:&#10;• We specialise in automotive restoration &mdash; wheels, frames, suspension brackets, and roll cages are our bread and butter.&#10;• Our customers expect premium pricing. We rarely work on items over 20 sqft.&#10;• Most items come to us already stripped; sandblasting adds roughly 15 min per item on average.&#10;• We use a 2-stage cure cycle &mdash; pre-heat 10 min, coat, cure 20 min at 400°F.">@(Model.OperatingCosts?.AiContextProfile)</textarea>
<div class="d-flex justify-content-between mt-1">
<small class="text-muted">Plain language write it as if briefing a new estimator on your shop.</small>
<small class="text-muted">Plain language &mdash; write it as if briefing a new estimator on your shop.</small>
<small class="text-muted"><span id="aiProfileCharCount">@(Model.OperatingCosts?.AiContextProfile?.Length ?? 0)</span>/2000</small>
</div>
</div>
@@ -832,7 +832,7 @@
<i class="bi bi-floppy me-1"></i> Save AI Profile
</button>
<button type="button" class="btn btn-outline-secondary" id="btnGenerateAiDraft"
title="Build a suggested profile from your existing settings ovens, workers, inventory categories, and rates">
title="Build a suggested profile from your existing settings &mdash; ovens, workers, inventory categories, and rates">
<i class="bi bi-stars me-1"></i> Generate from my settings
</button>
<span id="aiProfileStatus" class="small"></span>
@@ -843,9 +843,9 @@
<div class="card bg-light border-0">
<div class="card-body">
<h6 class="card-title"><i class="bi bi-lightbulb text-warning me-1"></i> How AI Learning Works</h6>
<p class="small mb-2"><strong>Layer 1 Pricing config:</strong> Your operating costs (labor, equipment, markup) are always injected automatically.</p>
<p class="small mb-2"><strong>Layer 2 Your shop profile:</strong> The description you write here is added to every AI analysis, guiding estimates toward your typical work.</p>
<p class="small mb-0"><strong>Layer 3 Automatic learning:</strong> Each time your team accepts an AI estimate without changing it, that item is silently added as a calibration example. The AI improves on its own the more you use it.</p>
<p class="small mb-2"><strong>Layer 1 &mdash; Pricing config:</strong> Your operating costs (labor, equipment, markup) are always injected automatically.</p>
<p class="small mb-2"><strong>Layer 2 &mdash; Your shop profile:</strong> The description you write here is added to every AI analysis, guiding estimates toward your typical work.</p>
<p class="small mb-0"><strong>Layer 3 &mdash; Automatic learning:</strong> Each time your team accepts an AI estimate without changing it, that item is silently added as a calibration example. The AI improves on its own the more you use it.</p>
</div>
</div>
</div>
@@ -874,10 +874,10 @@
<div class="mb-3">
<label class="form-label fw-medium">Shop Size</label>
<select class="form-select" id="shopCapabilityTier" style="max-width:320px">
<option value="0" selected="@(tierVal == 0 ? "selected" : null)">Garage Home setup, part-time</option>
<option value="1" selected="@(tierVal == 1 ? "selected" : null)">Small — 15 person shop</option>
<option value="2" selected="@(tierVal == 2 ? "selected" : null)">Medium Established shop, 510 people</option>
<option value="3" selected="@(tierVal == 3 ? "selected" : null)">Large High-volume, 10+ people</option>
<option value="0" selected="@(tierVal == 0 ? "selected" : null)">Garage &mdash; Home setup, part-time</option>
<option value="1" selected="@(tierVal == 1 ? "selected" : null)">Small &mdash; 1&ndash;5 person shop</option>
<option value="2" selected="@(tierVal == 2 ? "selected" : null)">Medium &mdash; Established shop, 5&ndash;10 people</option>
<option value="3" selected="@(tierVal == 3 ? "selected" : null)">Large &mdash; High-volume, 10+ people</option>
</select>
<div class="form-text">Used by the AI when estimating job complexity and throughput.</div>
</div>
@@ -978,11 +978,11 @@
<div class="mb-3">
<label class="form-label">Default Currency</label>
<select class="form-select" id="defaultCurrency" name="DefaultCurrency">
<option value="USD" selected="@(Model.Preferences?.DefaultCurrency == "USD" ? "selected" : null)">USD US Dollar</option>
<option value="CAD" selected="@(Model.Preferences?.DefaultCurrency == "CAD" ? "selected" : null)">CAD Canadian Dollar</option>
<option value="EUR" selected="@(Model.Preferences?.DefaultCurrency == "EUR" ? "selected" : null)">EUR Euro</option>
<option value="GBP" selected="@(Model.Preferences?.DefaultCurrency == "GBP" ? "selected" : null)">GBP British Pound</option>
<option value="AUD" selected="@(Model.Preferences?.DefaultCurrency == "AUD" ? "selected" : null)">AUD Australian Dollar</option>
<option value="USD" selected="@(Model.Preferences?.DefaultCurrency == "USD" ? "selected" : null)">USD &mdash; US Dollar</option>
<option value="CAD" selected="@(Model.Preferences?.DefaultCurrency == "CAD" ? "selected" : null)">CAD &mdash; Canadian Dollar</option>
<option value="EUR" selected="@(Model.Preferences?.DefaultCurrency == "EUR" ? "selected" : null)">EUR &mdash; Euro</option>
<option value="GBP" selected="@(Model.Preferences?.DefaultCurrency == "GBP" ? "selected" : null)">GBP &mdash; British Pound</option>
<option value="AUD" selected="@(Model.Preferences?.DefaultCurrency == "AUD" ? "selected" : null)">AUD &mdash; Australian Dollar</option>
</select>
</div>
</div>
@@ -1046,7 +1046,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Number Prefixes"
data-bs-content="The prefix is combined with a date stamp and sequence number to form record IDs for example prefix &lt;strong&gt;QT&lt;/strong&gt; produces &lt;em&gt;QT-2603-0042&lt;/em&gt;. Change the prefix to match your preferred numbering convention. Changing it only affects &lt;strong&gt;new&lt;/strong&gt; records; existing numbers are not renamed.">
data-bs-content="The prefix is combined with a date stamp and sequence number to form record IDs &mdash; for example prefix &lt;strong&gt;QT&lt;/strong&gt; produces &lt;em&gt;QT-2603-0042&lt;/em&gt;. Change the prefix to match your preferred numbering convention. Changing it only affects &lt;strong&gt;new&lt;/strong&gt; records; existing numbers are not renamed.">
<i class="bi bi-question-circle"></i>
</a>
</h6>
@@ -1082,7 +1082,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Job &amp; Workflow Defaults"
data-bs-content="Controls how jobs are created and flow through your shop. &lt;strong&gt;Require Customer PO&lt;/strong&gt; enforces that a PO number is entered before a job can be saved useful for commercial accounts. &lt;strong&gt;Allow Customer Approval&lt;/strong&gt; enables the approval step in the job workflow when a quote is approved, the job moves to an Approved status before work begins.">
data-bs-content="Controls how jobs are created and flow through your shop. &lt;strong&gt;Require Customer PO&lt;/strong&gt; enforces that a PO number is entered before a job can be saved &mdash; useful for commercial accounts. &lt;strong&gt;Allow Customer Approval&lt;/strong&gt; enables the approval step in the job workflow &mdash; when a quote is approved, the job moves to an Approved status before work begins.">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -1141,7 +1141,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Notifications &amp; Alerts"
data-bs-content="Controls which events send emails to your team and customers. Set the &lt;strong&gt;From Email Address&lt;/strong&gt; to a domain you control using a domain-verified address prevents emails landing in spam. If left blank, the system default address is used. Turn off notification types you don't need to avoid inbox noise.">
data-bs-content="Controls which events send emails to your team and customers. Set the &lt;strong&gt;From Email Address&lt;/strong&gt; to a domain you control &mdash; using a domain-verified address prevents emails landing in spam. If left blank, the system default address is used. Turn off notification types you don't need to avoid inbox noise.">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -1311,7 +1311,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Notification Templates"
data-bs-content="Customise the subject and body of every automated email sent by the system job status updates, quote approvals, invoice reminders, and more. Templates use &lt;strong&gt;&#123;&#123;placeholder&#125;&#125;&lt;/strong&gt; tokens that are replaced with live data when the email is sent. Click &lt;strong&gt;Edit&lt;/strong&gt; on any row to modify it; use &lt;strong&gt;Reset to Default&lt;/strong&gt; to restore the original wording at any time.&lt;br&gt;&lt;br&gt;Changes take effect immediately the next triggered notification will use the updated template.">
data-bs-content="Customise the subject and body of every automated email sent by the system &mdash; job status updates, quote approvals, invoice reminders, and more. Templates use &lt;strong&gt;&#123;&#123;placeholder&#125;&#125;&lt;/strong&gt; tokens that are replaced with live data when the email is sent. Click &lt;strong&gt;Edit&lt;/strong&gt; on any row to modify it; use &lt;strong&gt;Reset to Default&lt;/strong&gt; to restore the original wording at any time.&lt;br&gt;&lt;br&gt;Changes take effect immediately &mdash; the next triggered notification will use the updated template.">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -1371,7 +1371,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Data Retention"
data-bs-content="Controls how long records are kept. Most businesses set quote and job retention to &lt;strong&gt;7 years&lt;/strong&gt; to satisfy tax and audit requirements. &lt;strong&gt;Deleted record retention&lt;/strong&gt; is the grace period after a soft-delete before the record is permanently purged useful if someone accidentally deletes something.">
data-bs-content="Controls how long records are kept. Most businesses set quote and job retention to &lt;strong&gt;7 years&lt;/strong&gt; to satisfy tax and audit requirements. &lt;strong&gt;Deleted record retention&lt;/strong&gt; is the grace period after a soft-delete before the record is permanently purged &mdash; useful if someone accidentally deletes something.">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -1433,7 +1433,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right"
data-bs-title="Data Lookups"
data-bs-content="Lookups are the dropdown options that appear throughout the app job statuses, priorities, quote statuses, and more. You can rename labels, change colours, and reorder them to match your shop's terminology. &lt;strong&gt;Status codes&lt;/strong&gt; drive workflow logic and should not be changed unless you understand the impact.">
data-bs-content="Lookups are the dropdown options that appear throughout the app &mdash; job statuses, priorities, quote statuses, and more. You can rename labels, change colours, and reorder them to match your shop's terminology. &lt;strong&gt;Status codes&lt;/strong&gt; drive workflow logic and should not be changed unless you understand the impact.">
<i class="bi bi-question-circle"></i>
</a>
</h5>
@@ -1869,7 +1869,7 @@
<textarea id="woTerms" class="form-control" rows="5" maxlength="2000"
placeholder="e.g. *Products must be picked up within 5 days of notification of completion or a storage fee may apply."
>@(Model.Preferences?.WoTerms ?? "")</textarea>
<div class="form-text">Printed in italic at the bottom of every blank work order. Supports plain text use * or ** for visual emphasis.</div>
<div class="form-text">Printed in italic at the bottom of every blank work order. Supports plain text &mdash; use * or ** for visual emphasis.</div>
</div>
<div class="d-flex gap-2 align-items-center">
@@ -2168,7 +2168,7 @@
<div class="modal-content">
<div class="modal-header bg-primary text-white">
<h5 class="modal-title" id="smsTermsModalLabel">
<i class="bi bi-phone me-2"></i>SMS Notifications Terms of Service
<i class="bi bi-phone me-2"></i>SMS Notifications &mdash; Terms of Service
</h5>
</div>
<div class="modal-body">
@@ -2178,9 +2178,9 @@
</div>
<h6 class="fw-bold">1. Prior Express Written Consent Required</h6>
<p class="text-muted small">You <strong>must obtain clear, documented consent</strong> from each customer before sending them any SMS message. This means each customer must have explicitly agreed in writing or through a recorded digital interaction that they wish to receive text messages from your business. Enabling this feature is not consent on their behalf. You must collect and record their authorization individually, before enabling SMS for their account in this system.</p>
<p class="text-muted small">You <strong>must obtain clear, documented consent</strong> from each customer before sending them any SMS message. This means each customer must have explicitly agreed &mdash; in writing or through a recorded digital interaction &mdash; that they wish to receive text messages from your business. Enabling this feature is not consent on their behalf. You must collect and record their authorization individually, before enabling SMS for their account in this system.</p>
<h6 class="fw-bold">2. Federal Law Governs SMS Fines Are Real</h6>
<h6 class="fw-bold">2. Federal Law Governs SMS &mdash; Fines Are Real</h6>
<p class="text-muted small">The <strong>Telephone Consumer Protection Act (TCPA)</strong>, enforced by the Federal Communications Commission (FCC), imposes fines of <strong>$500 to $1,500 per individual message</strong> sent without proper authorization. These fines apply per text, not per customer. A single campaign to 100 unconsented recipients could result in exposure of $50,000 to $150,000. The FCC and private plaintiffs both actively pursue TCPA violations.</p>
<h6 class="fw-bold">3. Opt-Out Requests Must Be Honored Immediately</h6>
@@ -2189,7 +2189,7 @@
<h6 class="fw-bold">4. Message Rates &amp; Content Restrictions</h6>
<p class="text-muted small">Every message sent must include your business name and an opt-out reminder (e.g., "Reply STOP to opt out"). Messages must be directly relevant to the service the customer consented to receive and must not contain solicitations, promotions, or third-party offers unless the customer has separately consented to those.</p>
<h6 class="fw-bold">5. Your Responsibility Not Ours</h6>
<h6 class="fw-bold">5. Your Responsibility &mdash; Not Ours</h6>
<p class="text-muted small">Powder Coating Logix provides this feature as a communication tool only. <strong>We are not responsible for how you use it.</strong> You agree that your company is solely responsible for obtaining proper consent, maintaining records of that consent, honoring opt-outs, and ensuring all outbound messages comply with the TCPA, FCC regulations, and any applicable state laws. You agree to indemnify and hold Powder Coating Logix harmless from any claims, fines, or damages arising from your company's use of SMS.</p>
<hr />
@@ -2201,7 +2201,7 @@
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" id="smsTermsDeclineBtn">Cancel Keep SMS Disabled</button>
<button type="button" class="btn btn-secondary" id="smsTermsDeclineBtn">Cancel &mdash; Keep SMS Disabled</button>
<button type="button" class="btn btn-primary" id="smsTermsAcceptBtn" disabled>
<i class="bi bi-check-circle me-1"></i>I Agree &amp; Enable SMS
</button>
@@ -2469,7 +2469,7 @@
});
});
// AI Profile char counter and save (elements only exist when AiPhotoQuotesEnabled)
// AI Profile &mdash; char counter and save (elements only exist when AiPhotoQuotesEnabled)
$('#aiContextProfile').on('input', function () {
$('#aiProfileCharCount').text($(this).val().length);
});
@@ -2511,7 +2511,7 @@
if (response.success) {
$('#aiContextProfile').val(response.draft);
$('#aiProfileCharCount').text(response.draft.length);
showToast('info', 'Draft generated review and edit it, then click Save AI Profile.');
showToast('info', 'Draft generated &mdash; review and edit it, then click Save AI Profile.');
} else {
showToast('error', response.message);
}
@@ -2525,7 +2525,7 @@
});
});
// Quoting Calibration save
// Quoting Calibration &mdash; save
$('#saveBlastProfile').on('click', function () {
var btn = $(this);
btn.prop('disabled', true).html('<span class="spinner-border spinner-border-sm"></span> Saving...');
@@ -2631,7 +2631,7 @@
};
}, 'Save Retention Policy');
// SMS toggle shows terms modal on first enable (or after terms version change)
// SMS toggle &mdash; shows terms modal on first enable (or after terms version change)
(function () {
const toggle = document.getElementById('smsEnabledToggle');
if (!toggle) return;
@@ -2737,7 +2737,7 @@
<script src="~/js/company-settings-lookups-modals.js" asp-append-version="true"></script>
<script>
// ── Oven Costs Management ──────────────────────────────────────────────
// Cache element references once modal is now outside all forms
// Cache element references once &mdash; modal is now outside all forms
const _ovenModal = new bootstrap.Modal(document.getElementById('ovenModal'));
const _ovenTitle = document.getElementById('ovenModalTitle');
@@ -2765,7 +2765,7 @@
if (!data.success) throw new Error(data.message);
renderOvenTable(data.data);
_ovenCount.textContent = data.data.length === 0
? 'No shop ovens default rate will be used on all quotes.'
? 'No shop ovens &mdash; default rate will be used on all quotes.'
: `${data.data.length} oven(s) configured`;
} catch (e) {
_ovenBody.innerHTML = `<tr><td colspan="6" class="text-center text-danger">Failed to load ovens: ${escHtml(e.message)}</td></tr>`;
@@ -2783,7 +2783,7 @@
<tr>
<td><strong>${escHtml(o.label)}</strong></td>
<td>$${parseFloat(o.costPerHour).toFixed(2)}/hr</td>
<td class="text-muted small">${o.maxLoadSqFt != null ? parseFloat(o.maxLoadSqFt).toFixed(0) + ' sqft' : ''}</td>
<td class="text-muted small">${o.maxLoadSqFt != null ? parseFloat(o.maxLoadSqFt).toFixed(0) + ' sqft' : '&mdash;'}</td>
<td>${o.displayOrder}</td>
<td>${o.isActive
? '<span class="badge bg-success">Active</span>'
@@ -2887,7 +2887,7 @@
document.getElementById('ovenCalcToggle').addEventListener('click', function (e) {
e.preventDefault();
const hidden = _calcPanel.classList.toggle('d-none');
if (!hidden) { _calcW.value = ''; _calcD.value = ''; _calcH.value = ''; _calcResult.textContent = ''; _calcApply.disabled = true; _calcW.focus(); }
if (!hidden) { _calcW.value = ''; _calcD.value = ''; _calcH.value = ''; _calcResult.textContent = '&mdash;'; _calcApply.disabled = true; _calcW.focus(); }
});
function _updateCalc() {
@@ -2907,7 +2907,7 @@
_calcApply.disabled = false;
_calcApply.dataset.val = val;
} else {
_calcResult.textContent = '';
_calcResult.textContent = '&mdash;';
_calcApply.disabled = true;
}
}
@@ -2925,7 +2925,7 @@
document.getElementById('ovenModal').addEventListener('hidden.bs.modal', function () {
_calcPanel.classList.add('d-none');
_calcW.value = ''; _calcD.value = ''; _calcH.value = '';
_calcResult.textContent = ''; _calcApply.disabled = true;
_calcResult.textContent = '&mdash;'; _calcApply.disabled = true;
});
// ─────────────────────────────────────────────────────────────────────
@@ -3108,7 +3108,7 @@
onmouseenter="this.classList.replace('bg-light','bg-primary');this.classList.replace('text-dark','text-white')"
onmouseleave="this.classList.replace('bg-primary','bg-light');this.classList.replace('text-white','text-dark')"
onclick="ntplCopyPlaceholder('${p.placeholder}', this)"
title="${p.description} click to copy">
title="${p.description} &mdash; click to copy">
${p.placeholder}
</span>
<span class="ms-1 text-success small" style="display:none;">Copied!</span>
@@ -435,13 +435,13 @@
<div class="col-sm-6">
<label for="blastSetupNozzleSize" class="form-label">Nozzle Size</label>
<select class="form-select blast-modal-input" id="blastSetupNozzleSize">
<option value="2">#2 (1/8") Very small / entry level</option>
<option value="3">#3 (3/16") Small / hobby</option>
<option value="4">#4 (1/4") Light duty</option>
<option value="5" selected>#5 (5/16") Medium (most common)</option>
<option value="6">#6 (3/8") Heavy duty</option>
<option value="7">#7 (7/16") High volume</option>
<option value="8">#8 (1/2") Industrial</option>
<option value="2">#2 (1/8") &mdash; Very small / entry level</option>
<option value="3">#3 (3/16") &mdash; Small / hobby</option>
<option value="4">#4 (1/4") &mdash; Light duty</option>
<option value="5" selected>#5 (5/16") &mdash; Medium (most common)</option>
<option value="6">#6 (3/8") &mdash; Heavy duty</option>
<option value="7">#7 (7/16") &mdash; High volume</option>
<option value="8">#8 (1/2") &mdash; Industrial</option>
</select>
</div>
<div class="col-sm-6">
@@ -465,7 +465,7 @@
<div class="col-sm-6 d-flex align-items-end">
<div class="w-100 p-3 bg-light rounded text-center">
<div class="text-muted small">Derived Rate</div>
<div class="fw-bold fs-5" id="blastSetupDerivedRate"></div>
<div class="fw-bold fs-5" id="blastSetupDerivedRate">&mdash;</div>
<div class="text-muted small">sqft/hr</div>
</div>
</div>
@@ -1,10 +1,10 @@
@model PowderCoating.Application.DTOs.User.CreateCompanyUserDto
@model PowderCoating.Application.DTOs.User.CreateCompanyUserDto
@{
ViewData["Title"] = "Add New User";
ViewData["PageIcon"] = "bi-person-plus";
ViewData["PageHelpTitle"] = "Add New User";
ViewData["PageHelpContent"] = "Creates a new login account for a member of your company. The email address doubles as the login username. Set a temporary password — the user can change it from their Profile page after their first login. Assign a Role, then fine-tune individual permissions below.";
ViewData["PageHelpContent"] = "Creates a new login account for a member of your company. The email address doubles as the login username. Set a temporary password &mdash; the user can change it from their Profile page after their first login. Assign a Role, then fine-tune individual permissions below.";
}
<div class="container">
@@ -26,7 +26,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Basic Information"
data-bs-content="First Name, Last Name, and Email are required. The email is used as the login username — it must be unique across the system. Employee Number is an optional internal reference. The user can update their name and phone from their own Profile page after logging in.">
data-bs-content="First Name, Last Name, and Email are required. The email is used as the login username &mdash; it must be unique across the system. Employee Number is an optional internal reference. The user can update their name and phone from their own Profile page after logging in.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -1,10 +1,10 @@
@model PowderCoating.Application.DTOs.User.UpdateCompanyUserDto
@model PowderCoating.Application.DTOs.User.UpdateCompanyUserDto
@{
ViewData["Title"] = "Edit User";
ViewData["PageIcon"] = "bi-person-gear";
ViewData["PageHelpTitle"] = "Edit User";
ViewData["PageHelpContent"] = "Update this user&apos;s account details, role, and permissions. Unchecking User Active prevents the user from logging in without deleting their account or history. Changing the email here also changes their login username — notify them so they can log in with the new address.";
ViewData["PageHelpContent"] = "Update this user&apos;s account details, role, and permissions. Unchecking User Active prevents the user from logging in without deleting their account or history. Changing the email here also changes their login username &mdash; notify them so they can log in with the new address.";
}
<div class="container">
@@ -36,7 +36,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Basic Information"
data-bs-content="Email is this user's login username — changing it here means they must use the new address to log in. User Active controls whether the account can sign in; deactivating preserves all data without deleting the account. To reset a password, the user can use Forgot Password on the login page, or a SuperAdmin can set one directly.">
data-bs-content="Email is this user's login username &mdash; changing it here means they must use the new address to log in. User Active controls whether the account can sign in; deactivating preserves all data without deleting the account. To reset a password, the user can use Forgot Password on the login page, or a SuperAdmin can set one directly.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -80,7 +80,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Role &amp; Department"
data-bs-content="Changing the Role updates the user's base access level immediately on save. Termination Date is informational — to actually prevent login, also uncheck User Active above. Department and Position appear on the user's profile card and in the Manage Users list.">
data-bs-content="Changing the Role updates the user's base access level immediately on save. Termination Date is informational &mdash; to actually prevent login, also uncheck User Active above. Department and Position appear on the user's profile card and in the Manage Users list.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -55,7 +55,7 @@
</div>
<div class="flex-grow-1">
<div class="fw-semibold">AI Assistant</div>
<div class="text-muted small">Ask anything available 24/7 in the bottom-right corner.</div>
<div class="text-muted small">Ask anything &mdash; available 24/7 in the bottom-right corner.</div>
</div>
<button type="button" class="btn btn-sm btn-outline-success flex-shrink-0"
onclick="document.getElementById('aiHelpTrigger')?.click()">
@@ -122,7 +122,7 @@
<div class="col-md-6">
<label asp-for="Form.Category" class="form-label fw-semibold"></label>
<select asp-for="Form.Category" class="form-select">
<option value=""> Select a Category </option>
<option value="">&mdash; Select a Category &mdash;</option>
@foreach (var cat in ContactFormModel.Categories)
{
<option value="@cat" selected="@(Model.Form.Category == cat)">@cat</option>
@@ -105,7 +105,7 @@ else
<div class="mb-0">
<label class="form-label fw-semibold">Admin Note <span class="text-muted fw-normal">(optional)</span></label>
<textarea name="adminNotes" class="form-control" rows="3"
placeholder="e.g. Replied via email, escalated to billing, resolved"></textarea>
placeholder="e.g. Replied via email, escalated to billing, resolved&hellip;"></textarea>
</div>
</div>
<div class="modal-footer">
@@ -33,7 +33,7 @@
<div class="mb-3">
<label asp-for="CustomerId" class="form-label">Customer <span class="text-danger">*</span></label>
<select asp-for="CustomerId" asp-items="customers" class="form-select">
<option value="0"> select customer </option>
<option value="0">&mdash; select customer &mdash;</option>
</select>
<span asp-validation-for="CustomerId" class="text-danger small"></span>
</div>
@@ -51,7 +51,7 @@
<div class="mb-3">
<label asp-for="Reason" class="form-label">Reason <span class="text-danger">*</span></label>
<input asp-for="Reason" class="form-control"
placeholder="e.g. Price adjustment, billing error, goodwill credit" />
placeholder="e.g. Price adjustment, billing error, goodwill credit&hellip;" />
<span asp-validation-for="Reason" class="text-danger small"></span>
</div>
@@ -65,7 +65,7 @@
<div class="mb-4">
<label asp-for="ExpiryDate" class="form-label">
Expiry Date
<span class="text-muted small ms-1">(optional leave blank for no expiry)</span>
<span class="text-muted small ms-1">(optional &mdash; leave blank for no expiry)</span>
</label>
<input asp-for="ExpiryDate" type="date" class="form-control" />
<span asp-validation-for="ExpiryDate" class="text-danger small"></span>
@@ -181,7 +181,7 @@
</td>
<td>@a.AppliedDate.ToLocalTime().ToString("MM/dd/yyyy")</td>
<td class="text-end fw-semibold text-success">@a.AmountApplied.ToString("C")</td>
<td class="small text-muted">@(a.AppliedBy?.FullName ?? "")</td>
<td class="small text-muted">@(a.AppliedBy?.FullName ?? "&mdash;")</td>
</tr>
}
</tbody>
@@ -220,12 +220,12 @@
<div class="mb-3">
<label class="form-label">Select Invoice</label>
<select name="invoiceId" id="applyInvoiceId" class="form-select" required>
<option value=""> choose invoice </option>
<option value="">&mdash; choose invoice &mdash;</option>
@foreach (var inv in openInvoices)
{
<option value="@inv.Id"
data-balance="@inv.BalanceDue.ToString("F2")">
@inv.InvoiceNumber Due @inv.BalanceDue.ToString("C")
@inv.InvoiceNumber &mdash; Due @inv.BalanceDue.ToString("C")
@if (inv.DueDate.HasValue && inv.DueDate.Value < DateTime.UtcNow)
{ <text>(Overdue)</text> }
</option>
@@ -73,7 +73,7 @@
<div class="col-md-4">
<label class="form-label small mb-1">Search</label>
<input name="search" value="@search" class="form-control form-control-sm"
placeholder="Customer, memo #, or reason" />
placeholder="Customer, memo #, or reason&hellip;" />
</div>
<div class="col-md-3">
<label class="form-label small mb-1">Status</label>
@@ -204,7 +204,7 @@ else
</td>
<td>@m.IssueDate.ToLocalTime().ToString("MM/dd/yyyy")</td>
<td class="@(expired ? "text-danger fw-semibold" : "")">
@(m.ExpiryDate.HasValue ? m.ExpiryDate.Value.ToLocalTime().ToString("MM/dd/yyyy") : "")
@(m.ExpiryDate.HasValue ? m.ExpiryDate.Value.ToLocalTime().ToString("MM/dd/yyyy") : "&mdash;")
@if (expired) { <small>(Expired)</small> }
</td>
<td>
@@ -239,7 +239,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td class="fw-semibold">@job.FinalPrice.ToString("C")</td>
@@ -267,7 +267,7 @@
{
<div class="card-footer bg-transparent d-flex justify-content-between align-items-center py-3 px-4">
<div class="text-muted small">
Showing @jobs.StartIndex@jobs.EndIndex of @jobs.TotalCount jobs
Showing @jobs.StartIndex&ndash;@jobs.EndIndex of @jobs.TotalCount jobs
</div>
<div class="d-flex align-items-center gap-3">
<div class="d-flex align-items-center gap-1">
@@ -399,7 +399,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td class="fw-semibold">@quote.Total.ToString("C")</td>
@@ -426,7 +426,7 @@
{
<div class="card-footer bg-transparent d-flex justify-content-between align-items-center py-3 px-4">
<div class="text-muted small">
Showing @quotes.StartIndex@quotes.EndIndex of @quotes.TotalCount quotes
Showing @quotes.StartIndex&ndash;@quotes.EndIndex of @quotes.TotalCount quotes
</div>
<div class="d-flex align-items-center gap-3">
<div class="d-flex align-items-center gap-1">
@@ -25,7 +25,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Company Information"
data-bs-content="Company Name is used on quotes, invoices, and correspondence. Leave it blank for individual (non-business) customers. Customer Type controls which features are available Commercial customers get payment terms, credit limits, and pricing tier discounts; Individual customers are for simpler one-off work.">
data-bs-content="Company Name is used on quotes, invoices, and correspondence. Leave it blank for individual (non-business) customers. Customer Type controls which features are available &mdash; Commercial customers get payment terms, credit limits, and pricing tier discounts; Individual customers are for simpler one-off work.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -59,7 +59,7 @@
</h5>
<div class="alert alert-info alert-permanent py-2 px-3 mb-3" style="font-size:.875rem;">
<i class="bi bi-info-circle me-1"></i>
<strong>Required:</strong> At least one of Company Name, First Name, or Last Name and at least one of Email, Phone, or Mobile Phone.
<strong>Required:</strong> At least one of Company Name, First Name, or Last Name &mdash; and at least one of Email, Phone, or Mobile Phone.
</div>
<div class="row g-3">
<div class="col-md-6">
@@ -216,7 +216,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Business Information"
data-bs-content="These fields govern billing and compliance. Payment Terms sets the default for invoices (e.g., Net 30 = payment due within 30 days). Credit Limit is a soft cap on outstanding balance the system will warn when exceeded. Tax Exempt removes tax from all invoices for this customer (upload the exemption certificate on the Edit page).">
data-bs-content="These fields govern billing and compliance. Payment Terms sets the default for invoices (e.g., Net 30 = payment due within 30 days). Credit Limit is a soft cap on outstanding balance &mdash; the system will warn when exceeded. Tax Exempt removes tax from all invoices for this customer (upload the exemption certificate on the Edit page).">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -232,7 +232,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Payment Terms"
data-bs-content="Sets the default due date on invoices for this customer. 'Net 30' means payment is due 30 days after the invoice date. This is a default you can override it on individual invoices.">
data-bs-content="Sets the default due date on invoices for this customer. 'Net 30' means payment is due 30 days after the invoice date. This is a default &mdash; you can override it on individual invoices.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -250,7 +250,7 @@
<div class="col-md-3">
<label asp-for="PricingTierId" class="form-label">Pricing Tier</label>
<select asp-for="PricingTierId" asp-items="ViewBag.PricingTiers" class="form-select">
<option value=""> No tier </option>
<option value="">&mdash; No tier &mdash;</option>
</select>
<small class="text-muted">Applies a discount to all quotes for this customer.</small>
</div>
@@ -1,4 +1,4 @@
@model PowderCoating.Application.DTOs.Customer.CustomerDto
@model PowderCoating.Application.DTOs.Customer.CustomerDto
@{
ViewData["Title"] = !string.IsNullOrWhiteSpace(Model.CompanyName)
@@ -123,7 +123,7 @@
}
else
{
<span class="text-muted">Not set — invoices go to contact email</span>
<span class="text-muted">Not set &mdash; invoices go to contact email</span>
}
</p>
</div>
@@ -531,7 +531,7 @@
<div class="mb-3">
<label class="form-label fw-semibold">Reason <span class="text-danger">*</span></label>
<select name="Reason" class="form-select" required id="creditReasonSelect">
<option value="">— Select reason —</option>
<option value="">&mdash; Select reason &mdash;</option>
<option value="Pre-payment / Deposit">Pre-payment / Deposit</option>
<option value="Gift / Gift Card">Gift / Gift Card</option>
<option value="Overpayment credit">Overpayment credit</option>
@@ -1,4 +1,4 @@
@model PowderCoating.Application.DTOs.Customer.UpdateCustomerDto
@model PowderCoating.Application.DTOs.Customer.UpdateCustomerDto
@{
ViewData["Title"] = "Edit Customer";
@@ -26,7 +26,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Company Information"
data-bs-content="Company Name is used on quotes, invoices, and correspondence. Customer Type controls which features are available — Commercial customers get payment terms, credit limits, and pricing tier discounts. Status Inactive hides the customer from new quote/job dropdowns but preserves all history.">
data-bs-content="Company Name is used on quotes, invoices, and correspondence. Customer Type controls which features are available &mdash; Commercial customers get payment terms, credit limits, and pricing tier discounts. Status Inactive hides the customer from new quote/job dropdowns but preserves all history.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -220,7 +220,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Business Information"
data-bs-content="Payment Terms sets the default due date on invoices (e.g., Net 30 = 30 days from invoice date). Credit Limit is a soft warning cap — the system alerts when exceeded. Tax Exempt removes tax from all invoices; upload the exemption certificate in the Tax Exempt Certificate section below.">
data-bs-content="Payment Terms sets the default due date on invoices (e.g., Net 30 = 30 days from invoice date). Credit Limit is a soft warning cap &mdash; the system alerts when exceeded. Tax Exempt removes tax from all invoices; upload the exemption certificate in the Tax Exempt Certificate section below.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -246,7 +246,7 @@
<div class="col-md-3">
<label asp-for="PricingTierId" class="form-label">Pricing Tier</label>
<select asp-for="PricingTierId" asp-items="ViewBag.PricingTiers" class="form-select">
<option value="">— No tier —</option>
<option value="">&mdash; No tier &mdash;</option>
</select>
<small class="text-muted">Applies a discount to all quotes for this customer.</small>
</div>
@@ -291,7 +291,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Notification Preferences"
data-bs-content="Controls when the customer receives automatic updates. Email notifications send status change alerts (e.g., job ready for pickup) to the customer's email address. SMS requires separate TCPA consent — uncheck 'SMS Notifications Active' to temporarily pause without revoking consent.">
data-bs-content="Controls when the customer receives automatic updates. Email notifications send status change alerts (e.g., job ready for pickup) to the customer's email address. SMS requires separate TCPA consent &mdash; uncheck 'SMS Notifications Active' to temporarily pause without revoking consent.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -314,7 +314,7 @@
<div class="mt-3">
@if (Model.SmsConsentedAt.HasValue)
{
<!-- Consent already recorded — show status and allow pause/resume -->
<!-- Consent already recorded &mdash; show status and allow pause/resume -->
<div class="card border-success bg-success-subtle p-3 mb-2">
<div class="d-flex align-items-start gap-3">
<i class="bi bi-shield-fill-check text-success fs-4 mt-1"></i>
@@ -339,7 +339,7 @@
}
else
{
<!-- No consent on file — show the compliance notice and consent checkbox -->
<!-- No consent on file &mdash; show the compliance notice and consent checkbox -->
<div class="alert alert-warning border-warning alert-permanent" role="alert">
<h6 class="alert-heading fw-bold mb-2">
<i class="bi bi-exclamation-triangle-fill me-2"></i>SMS Consent Requirement (TCPA)
@@ -116,7 +116,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td>
@@ -128,7 +128,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td>
@@ -140,7 +140,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td>
@@ -224,7 +224,7 @@
}
<div class="mobile-card-row">
<span class="mobile-card-label">Phone</span>
<span class="mobile-card-value">@(customer.Phone ?? "")</span>
<span class="mobile-card-value">@(customer.Phone ?? "&mdash;")</span>
</div>
<div class="mobile-card-row">
<span class="mobile-card-label">Type</span>
@@ -102,7 +102,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td class="align-middle text-end fw-semibold">@inv.Total.ToString("C")</td>
@@ -1,12 +1,12 @@
@model PowderCoating.Application.DTOs.Accounting.CustomerStatementDto
@{
ViewData["Title"] = $"Statement {Model.CustomerName}";
ViewData["Title"] = $"Statement &ndash; {Model.CustomerName}";
}
<div class="d-flex justify-content-between align-items-start mb-4 flex-wrap gap-2">
<div>
<h4 class="mb-0">Customer Statement</h4>
<p class="text-muted mb-0">@Model.CustomerName &nbsp;·&nbsp; @Model.From.ToString("MMM d, yyyy") @Model.To.ToString("MMM d, yyyy")</p>
<p class="text-muted mb-0">@Model.CustomerName &nbsp;·&nbsp; @Model.From.ToString("MMM d, yyyy") &ndash; @Model.To.ToString("MMM d, yyyy")</p>
</div>
<div class="d-flex gap-2 flex-wrap">
<form method="get" class="d-flex gap-2 align-items-center">
@@ -24,7 +24,7 @@
<p class="mb-3" style="font-family:var(--font-display);font-size:1.35rem;font-weight:500;line-height:1.4;color:var(--pcl-ink);">
@if (_attnCount > 0)
{
<span>Shop is </span><span style="color:var(--pcl-bad);">running hot</span><span> @_attnCount item@(_attnCount == 1 ? "" : "s") need attention.</span>
<span>Shop is </span><span style="color:var(--pcl-bad);">running hot</span><span> &mdash; @_attnCount item@(_attnCount == 1 ? "" : "s") need attention.</span>
}
else
{
@@ -70,7 +70,7 @@
</div>
</div>
@* PWA install banner rendered by JS only on mobile, hidden once dismissed or already installed *@
@* PWA install banner &mdash; rendered by JS only on mobile, hidden once dismissed or already installed *@
<div id="pwa-install-banner" class="row mb-4" style="display:none!important;">
<div class="col-12">
<div class="alert alert-permanent mb-0 d-flex align-items-start gap-3 py-3"
@@ -115,7 +115,7 @@
@await Html.PartialAsync("_ShopProgressWidget", shopProgressWidget)
}
@* Config health alert only shown when there are setup gaps *@
@* Config health alert &mdash; only shown when there are setup gaps *@
@if (configHealth != null && !configHealth.IsHealthy)
{
<div class="row mb-4">
@@ -417,15 +417,15 @@
}
@if (Model.AgingDays1To30 > 0)
{
<span><span class="me-1" style="display:inline-block;width:8px;height:8px;border-radius:2px;background:var(--pcl-warn);"></span>130d @Model.AgingDays1To30.ToString("C0")</span>
<span><span class="me-1" style="display:inline-block;width:8px;height:8px;border-radius:2px;background:var(--pcl-warn);"></span>1&ndash;30d @Model.AgingDays1To30.ToString("C0")</span>
}
@if (Model.AgingDays31To60 > 0)
{
<span><span class="me-1" style="display:inline-block;width:8px;height:8px;border-radius:2px;background:var(--pcl-bad);"></span>3160d @Model.AgingDays31To60.ToString("C0")</span>
<span><span class="me-1" style="display:inline-block;width:8px;height:8px;border-radius:2px;background:var(--pcl-bad);"></span>31&ndash;60d @Model.AgingDays31To60.ToString("C0")</span>
}
@if (Model.AgingDays61To90 > 0)
{
<span><span class="me-1" style="display:inline-block;width:8px;height:8px;border-radius:2px;background:var(--pcl-bad);"></span>6190d @Model.AgingDays61To90.ToString("C0")</span>
<span><span class="me-1" style="display:inline-block;width:8px;height:8px;border-radius:2px;background:var(--pcl-bad);"></span>61&ndash;90d @Model.AgingDays61To90.ToString("C0")</span>
}
@if (Model.AgingDaysOver90 > 0)
{
@@ -547,7 +547,7 @@
@if (line.EstCost.HasValue)
{<span>@line.EstCost.Value.ToString("C")</span>}
else
{<span class="text-muted"></span>}
{<span class="text-muted">&mdash;</span>}
</td>
<td class="text-center">
<button class="btn btn-sm btn-outline-danger mark-ordered-btn text-nowrap"
@@ -563,7 +563,7 @@
<tr>
<td colspan="2">Vendor Total</td>
<td class="text-end">@vendorGroup.TotalLbsNeeded.ToString("N2") lbs</td>
<td class="text-end">@(vendorGroup.TotalEstCost > 0 ? vendorGroup.TotalEstCost.ToString("C") : "")</td>
<td class="text-end">@(vendorGroup.TotalEstCost > 0 ? vendorGroup.TotalEstCost.ToString("C") : "&mdash;")</td>
<td></td>
</tr>
</tfoot>
@@ -582,7 +582,7 @@
<div class="card border-0 shadow-sm dashboard-card" style="border-left: 4px solid #0d6efd !important;">
<div class="card-header bg-body border-0 d-flex justify-content-between align-items-center pt-4 pb-3">
<h5 class="mb-0 fw-bold">
<i class="bi bi-box-arrow-in-down me-2 text-muted"></i>Powder Ordered Awaiting Receipt
<i class="bi bi-box-arrow-in-down me-2 text-muted"></i>Powder Ordered &mdash; Awaiting Receipt
<span class="ms-2 text-muted fw-normal small" id="placed-count-label">@Model.PowderOrdersPlacedCount item@(Model.PowderOrdersPlacedCount == 1 ? "" : "s")</span>
</h5>
<small class="text-muted">Grouped by vendor &middot; Enter lbs received to update inventory</small>
@@ -641,13 +641,13 @@
@if (line.EstCost.HasValue)
{<span>@line.EstCost.Value.ToString("C")</span>}
else
{<span class="text-muted"></span>}
{<span class="text-muted">&mdash;</span>}
</td>
<td class="text-muted small">
@if (line.OrderedAt.HasValue)
{<span title="@line.OrderedAt.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("g")">@line.OrderedAt.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM d")</span>}
else
{<span></span>}
{<span>&mdash;</span>}
</td>
<td class="text-center">
<div class="d-flex align-items-center gap-1 justify-content-center receive-form-@line.CoatId">
@@ -680,7 +680,7 @@
<tr>
<td colspan="2">Vendor Total</td>
<td class="text-end">@vendorGroup.TotalLbsNeeded.ToString("N2") lbs</td>
<td class="text-end">@(vendorGroup.TotalEstCost > 0 ? vendorGroup.TotalEstCost.ToString("C") : "")</td>
<td class="text-end">@(vendorGroup.TotalEstCost > 0 ? vendorGroup.TotalEstCost.ToString("C") : "&mdash;")</td>
<td colspan="2"></td>
</tr>
</tfoot>
@@ -750,7 +750,7 @@
<div class="col-md-6">
<label class="form-label fw-medium">Category</label>
<select class="form-select" id="apm-categoryId" name="inventoryCategoryId">
<option value=""> Select category </option>
<option value="">&mdash; Select category &mdash;</option>
@if (ViewBag.InventoryCategories != null)
{
foreach (var cat in (IEnumerable<dynamic>)ViewBag.InventoryCategories)
@@ -764,7 +764,7 @@
<div class="col-md-6">
<label class="form-label fw-medium">Primary Vendor</label>
<select class="form-select" id="apm-vendorId" name="primaryVendorId">
<option value=""> Select vendor </option>
<option value="">&mdash; Select vendor &mdash;</option>
@if (ViewBag.VendorList != null)
{
foreach (var v in (IEnumerable<dynamic>)ViewBag.VendorList)
@@ -838,12 +838,12 @@
@section Scripts {
<script src="~/js/shop-progress-widget.js" asp-append-version="true"></script>
<script>
// Start Intake pushes SignalR event to front-desk tablet
// Start Intake &mdash; pushes SignalR event to front-desk tablet
document.getElementById('btnStartIntake')?.addEventListener('click', async function () {
const btn = this;
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value;
btn.disabled = true;
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Sending';
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Sending&hellip;';
try {
const res = await fetch('/Kiosk/StartSession', {
method: 'POST',
@@ -928,7 +928,7 @@
const esc = s => s ? s.replace(/&/g,'&amp;').replace(/</g,'&lt;').replace(/>/g,'&gt;').replace(/"/g,'&quot;') : '';
const estCost = (c.lbsToOrder && c.costPerLb) ? (c.lbsToOrder * c.costPerLb) : null;
const orderedDate = c.orderedAt ? new Date(c.orderedAt).toLocaleDateString('en-US',{month:'short',day:'numeric'}) : '';
const orderedDate = c.orderedAt ? new Date(c.orderedAt).toLocaleDateString('en-US',{month:'short',day:'numeric'}) : '&mdash;';
const lbsFmt = c.lbsToOrder ? parseFloat(c.lbsToOrder).toFixed(2) : '0.00';
// Find or create vendor group
@@ -973,7 +973,7 @@
${c.finish ? `<span class="badge bg-light text-dark border ms-1">${esc(c.finish)}</span>` : ''}
</td>
<td class="text-end fw-medium">${lbsFmt} lbs</td>
<td class="text-end">${estCost ? '$' + estCost.toFixed(2) : '<span class="text-muted"></span>'}</td>
<td class="text-end">${estCost ? '$' + estCost.toFixed(2) : '<span class="text-muted">&mdash;</span>'}</td>
<td class="text-muted small">${orderedDate}</td>
<td class="text-center">
<div class="d-flex align-items-center gap-1 justify-content-center receive-form-${c.coatId}">
@@ -1024,7 +1024,7 @@
}
qtyInput.classList.remove('is-invalid');
// Custom powder (no inventory item) ↠open modal to add to inventory
// Custom powder (no inventory item) â†' open modal to add to inventory
if (!hasInv) {
const modal = document.getElementById('addPowderModal');
// Pre-fill hidden + text fields
@@ -1069,7 +1069,7 @@
return;
}
// Inventory item exists ↠receive directly
// Inventory item exists â†' receive directly
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value
?? document.querySelector('meta[name="__RequestVerificationToken"]')?.content;
@@ -1110,7 +1110,7 @@
?? document.querySelector('meta[name="__RequestVerificationToken"]')?.content;
saveBtn.disabled = true;
saveBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Saving';
saveBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Saving&hellip;';
try {
const resp = await fetch('@Url.Action("AddCustomPowderToInventory", "Dashboard")', {
@@ -1139,7 +1139,7 @@
}
});
// ── AI Lookup for Add Powder modal ───────────────────────────────────────
// -- AI Lookup for Add Powder modal ---------------------------------------
(function () {
const apmBtn = document.getElementById('apm-ai-btn');
const apmStatusEl = document.getElementById('apm-ai-status');
@@ -1189,7 +1189,7 @@
const hasInput = manufacturer || colorName || colorCode || partNumber || itemName;
if (!hasInput) {
apmShowStatus('warning', '<i class="bi bi-exclamation-triangle me-1"></i>Fill in at least one field Manufacturer, Color Name, Color Code, or Item Name then try again.');
apmShowStatus('warning', '<i class="bi bi-exclamation-triangle me-1"></i>Fill in at least one field &mdash; Manufacturer, Color Name, Color Code, or Item Name &mdash; then try again.');
return;
}
@@ -1198,7 +1198,7 @@
document.getElementById('apm-bad-match-btn')?.remove();
apmBtn.disabled = true;
apmBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Looking up...';
apmShowStatus('info', '<i class="bi bi-hourglass-split me-1"></i>Searching for product specifications');
apmShowStatus('info', '<i class="bi bi-hourglass-split me-1"></i>Searching for product specifications&hellip;');
try {
const formData = new FormData();
@@ -1265,7 +1265,7 @@
: '';
apmShowStatus('success', `<i class="bi bi-check-circle me-1"></i>Auto-filled: ${filled.join(', ')}.${reasoning}`);
} else {
apmShowStatus('warning', '<i class="bi bi-info-circle me-1"></i>No new fields to fill they may already be populated, or the product wasn\'t found.');
apmShowStatus('warning', '<i class="bi bi-info-circle me-1"></i>No new fields to fill &mdash; they may already be populated, or the product wasn\'t found.');
}
} catch (err) {
@@ -1319,7 +1319,7 @@
(function () {
var DISMISSED_KEY = 'pcl_pwa_banner_dismissed';
// Already installed as standalone never show
// Already installed as standalone &mdash; never show
var isStandalone = window.navigator.standalone === true ||
window.matchMedia('(display-mode: standalone)').matches;
if (isStandalone) return;
@@ -1343,7 +1343,7 @@
var isSafari = /webkit/i.test(ua) && !/crios|chrome|fxios|opios/i.test(ua);
if (isSafari) {
titleEl.textContent = 'Add to Home Screen';
msgEl.innerHTML = 'For the best experience and so the camera only asks once open the ' +
msgEl.innerHTML = 'For the best experience &mdash; and so the camera only asks once &mdash; open the ' +
'<strong>Share menu</strong> <span style="font-size:1.1em">&#9650;</span> at the bottom of Safari ' +
'and tap <strong>Add to Home Screen</strong>.';
} else {
@@ -173,7 +173,7 @@
</tbody>
</table>
</div>
<!-- Mobile card view shown on screens < 992px -->
<!-- Mobile card view &mdash; shown on screens < 992px -->
<div class="mobile-card-view">
<div class="mobile-card-list">
@if (!Model.Any())
@@ -188,7 +188,7 @@
}
@foreach (var tip in Model)
{
var tipPreview = tip.TipText.Length > 60 ? tip.TipText.Substring(0, 60) + "" : tip.TipText;
var tipPreview = tip.TipText.Length > 60 ? tip.TipText.Substring(0, 60) + "&hellip;" : tip.TipText;
<div class="mobile-data-card">
<div class="mobile-card-header">
<div class="mobile-card-icon bg-warning"><i class="bi bi-lightbulb"></i></div>
@@ -54,7 +54,7 @@
<div class="d-flex align-items-center justify-content-between">
<h6 class="mb-0">Select a Company</h6>
<input type="text" id="companySearch" class="form-control form-control-sm w-auto"
placeholder="Search" style="min-width:180px" />
placeholder="Search&hellip;" style="min-width:180px" />
</div>
</div>
<div class="table-responsive" style="max-height:520px;overflow-y:auto">
@@ -101,7 +101,7 @@
</table>
</div>
<!-- Mobile card view shown on screens < 992px -->
<!-- Mobile card view &mdash; shown on screens < 992px -->
<div class="mobile-card-view">
<div class="mobile-card-list">
@foreach (var c in Model)
@@ -148,7 +148,7 @@
</div>
</div>
@* Right: export options always visible *@
@* Right: export options &mdash; always visible *@
<div class="col-lg-5">
<div class="card border-0 shadow-sm" style="position:sticky;top:1rem">
<div class="card-header bg-primary text-white py-2">
@@ -156,14 +156,14 @@
</div>
<div class="card-body">
<!-- Company selection banner shown/hidden by JS -->
<!-- Company selection banner &mdash; shown/hidden by JS -->
<div id="noCompanyBanner" class="alert alert-light alert-permanent border d-flex align-items-center gap-2 mb-3 small">
<i class="bi bi-arrow-left-circle fs-5 text-muted"></i>
<span>Select a company from the list to begin.</span>
</div>
<div id="selectedBanner" class="alert alert-info alert-permanent py-2 mb-3 small" style="display:none">
<i class="bi bi-building me-1"></i>
Exporting: <strong id="selectedCompanyName"></strong>
Exporting: <strong id="selectedCompanyName">&mdash;</strong>
</div>
<form method="post" asp-action="Export" id="exportForm">
@@ -266,7 +266,7 @@
<input class="form-check-input" type="radio" name="format" id="fmtCsv" value="csv" />
<label class="form-check-label" for="fmtCsv">
<i class="bi bi-filetype-csv me-1 text-secondary"></i>CSV (.zip)
<span class="text-muted small"> one file per sheet</span>
<span class="text-muted small">&mdash; one file per sheet</span>
</label>
</div>
</div>
@@ -333,7 +333,7 @@
});
});
// ── Format toggle update button label ──────────────────────────────────
// ── Format toggle &mdash; update button label ──────────────────────────────────
document.querySelectorAll('input[name="format"]').forEach(function (radio) {
radio.addEventListener('change', function () {
var isCsv = this.value === 'csv';
@@ -64,7 +64,7 @@
<div class="alert alert-warning alert-permanent d-flex gap-3 align-items-start mb-3">
<i class="bi bi-exclamation-triangle-fill fs-4 flex-shrink-0 mt-1"></i>
<div>
<strong>Destructive operation this cannot be undone.</strong>
<strong>Destructive operation &mdash; this cannot be undone.</strong>
Purging permanently deletes records from the database. Soft-deleted records are hidden from users but still occupy database space. Use this tool periodically to reclaim space and keep the database clean.
Job photo blobs in Azure Storage are also deleted when purging job photo records.
</div>
@@ -88,8 +88,8 @@
<th style="width:36px"></th>
<th>Entity</th>
<th class="text-end" style="width:90px">Total</th>
<th class="text-end" style="width:100px">030d</th>
<th class="text-end" style="width:100px">3090d</th>
<th class="text-end" style="width:100px">0&ndash;30d</th>
<th class="text-end" style="width:100px">30&ndash;90d</th>
<th class="text-end" style="width:100px">&gt;90d</th>
<th style="width:130px">Oldest</th>
<th style="width:42px">
@@ -114,7 +114,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td class="text-end">
@@ -122,24 +122,24 @@
{
<span class="badge bg-success-subtle text-success">@s.DeletedLast30Days</span>
}
else { <span class="text-muted"></span> }
else { <span class="text-muted">&mdash;</span> }
</td>
<td class="text-end">
@if (s.Deleted30To90Days > 0)
{
<span class="badge bg-warning-subtle text-warning">@s.Deleted30To90Days</span>
}
else { <span class="text-muted"></span> }
else { <span class="text-muted">&mdash;</span> }
</td>
<td class="text-end">
@if (s.DeletedOlderThan90Days > 0)
{
<span class="badge bg-danger-subtle text-danger">@s.DeletedOlderThan90Days</span>
}
else { <span class="text-muted"></span> }
else { <span class="text-muted">&mdash;</span> }
</td>
<td class="text-muted">
@(s.OldestDeletion.HasValue ? s.OldestDeletion.Value.ToString("MM/dd/yyyy") : "")
@(s.OldestDeletion.HasValue ? s.OldestDeletion.Value.ToString("MM/dd/yyyy") : "&mdash;")
</td>
<td class="text-center">
<input type="checkbox" class="form-check-input entity-select"
@@ -154,7 +154,7 @@
</table>
</div>
<!-- Mobile card view for this group shown on screens < 992px -->
<!-- Mobile card view for this group &mdash; shown on screens < 992px -->
<div class="mobile-card-view">
<div class="px-3 pt-2 pb-1">
<span class="text-muted text-uppercase fw-semibold" style="font-size:0.7rem;letter-spacing:.05em">@group.Key</span>
@@ -169,7 +169,7 @@
</div>
<div class="mobile-card-title">
<h6>@s.Label</h6>
<small>Oldest: @(s.OldestDeletion.HasValue ? s.OldestDeletion.Value.ToString("MM/dd/yyyy") : "")</small>
<small>Oldest: @(s.OldestDeletion.HasValue ? s.OldestDeletion.Value.ToString("MM/dd/yyyy") : "&mdash;")</small>
</div>
</div>
<div class="mobile-card-body">
@@ -180,11 +180,11 @@
{
<span class="badge bg-secondary">@s.Total</span>
}
else { <span class="text-muted"></span> }
else { <span class="text-muted">&mdash;</span> }
</span>
</div>
<div class="mobile-card-row">
<span class="mobile-card-label">030d / 3090d / &gt;90d</span>
<span class="mobile-card-label">0&ndash;30d / 30&ndash;90d / &gt;90d</span>
<span class="mobile-card-value">@s.DeletedLast30Days / @s.Deleted30To90Days / @s.DeletedOlderThan90Days</span>
</div>
</div>
@@ -349,7 +349,7 @@
}
previewBtn.disabled = true;
previewBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Loading';
previewBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Loading&hellip;';
const days = document.getElementById('olderThanDays').value;
const token = document.querySelector('input[name="__RequestVerificationToken"]').value;
@@ -1,4 +1,4 @@
@model PowderCoating.Web.Controllers.DiagnosticsInfo
@model PowderCoating.Web.Controllers.DiagnosticsInfo
@{
ViewData["Title"] = "System Diagnostics";
ViewData["PageIcon"] = "bi-activity";
@@ -52,11 +52,11 @@
<td>
@if (Model.CanWriteToAppPath)
{
<span class="badge bg-success">✠YES</span>
<span class="badge bg-success">âœ" YES</span>
}
else
{
<span class="badge bg-danger">✠NO - PERMISSION ISSUE</span>
<span class="badge bg-danger">âœ&mdash; NO - PERMISSION ISSUE</span>
}
</td>
</tr>
@@ -65,11 +65,11 @@
<td>
@if (Model.LogsDirectoryExists)
{
<span class="badge bg-success">✠YES</span>
<span class="badge bg-success">âœ" YES</span>
}
else
{
<span class="badge bg-warning">✠NO</span>
<span class="badge bg-warning">âœ&mdash; NO</span>
}
</td>
</tr>
@@ -78,11 +78,11 @@
<td>
@if (Model.CanWriteToLogsPath)
{
<span class="badge bg-success">✠YES</span>
<span class="badge bg-success">âœ" YES</span>
}
else
{
<span class="badge bg-danger">✠NO - PERMISSION ISSUE</span>
<span class="badge bg-danger">âœ&mdash; NO - PERMISSION ISSUE</span>
}
</td>
</tr>
@@ -1,4 +1,4 @@
@using PowderCoating.Web.Controllers
@using PowderCoating.Web.Controllers
@model AdminEmailPreviewModel
@{
ViewData["Title"] = "Preview Admin Email";
@@ -78,7 +78,7 @@
<div class="small text-muted">@(string.IsNullOrWhiteSpace(row.RecipientEmail) ? "No primary contact email configured" : row.RecipientEmail)</div>
</td>
<td>
<div>@(string.IsNullOrWhiteSpace(row.CompanyAdminName) ? "—" : row.CompanyAdminName)</div>
<div>@(string.IsNullOrWhiteSpace(row.CompanyAdminName) ? "&mdash;" : row.CompanyAdminName)</div>
@if (!string.IsNullOrWhiteSpace(row.CompanyAdminEmail))
{
<div class="small text-muted">@row.CompanyAdminEmail</div>
@@ -75,7 +75,7 @@
<div class="fw-semibold">@company.CompanyName</div>
<div class="small text-muted">#@company.CompanyId</div>
</td>
<td>@(string.IsNullOrWhiteSpace(company.PrimaryContactName) ? "" : company.PrimaryContactName)</td>
<td>@(string.IsNullOrWhiteSpace(company.PrimaryContactName) ? "&mdash;" : company.PrimaryContactName)</td>
<td>
@if (string.IsNullOrWhiteSpace(company.PrimaryContactEmail))
{
@@ -87,7 +87,7 @@
}
</td>
<td>
<div>@(string.IsNullOrWhiteSpace(company.CompanyAdminName) ? "" : company.CompanyAdminName)</div>
<div>@(string.IsNullOrWhiteSpace(company.CompanyAdminName) ? "&mdash;" : company.CompanyAdminName)</div>
@if (!string.IsNullOrWhiteSpace(company.CompanyAdminEmail))
{
<div class="small text-muted">@company.CompanyAdminEmail</div>
@@ -4,7 +4,7 @@
ViewData["Title"] = "Add New Equipment";
ViewData["PageIcon"] = "bi-tools";
ViewData["PageHelpTitle"] = "Add New Equipment";
ViewData["PageHelpContent"] = "Equipment records track physical assets in your shop ovens, spray booths, compressors, and other machinery. Enter a name, type, and location at minimum. Serial number and warranty details help with service claims. The maintenance interval drives the Next Scheduled date shown on the equipment list.";
ViewData["PageHelpContent"] = "Equipment records track physical assets in your shop &mdash; ovens, spray booths, compressors, and other machinery. Enter a name, type, and location at minimum. Serial number and warranty details help with service claims. The maintenance interval drives the Next Scheduled date shown on the equipment list.";
var statusList = ViewBag.StatusList as Array ?? Array.Empty<object>();
}
@@ -42,7 +42,7 @@
</div>
<div class="col-md-6">
<label class="text-muted small mb-1">Location</label>
<p class="mb-0">@(Model.Location ?? "")</p>
<p class="mb-0">@(Model.Location ?? "&mdash;")</p>
</div>
<div class="col-md-6">
<label class="text-muted small mb-1">Status</label>
@@ -76,15 +76,15 @@
<div class="row g-3">
<div class="col-md-4">
<label class="text-muted small mb-1">Manufacturer</label>
<p class="mb-0">@(Model.Manufacturer ?? "")</p>
<p class="mb-0">@(Model.Manufacturer ?? "&mdash;")</p>
</div>
<div class="col-md-4">
<label class="text-muted small mb-1">Model</label>
<p class="mb-0">@(Model.Model ?? "")</p>
<p class="mb-0">@(Model.Model ?? "&mdash;")</p>
</div>
<div class="col-md-4">
<label class="text-muted small mb-1">Serial Number</label>
<p class="mb-0">@(Model.SerialNumber ?? "")</p>
<p class="mb-0">@(Model.SerialNumber ?? "&mdash;")</p>
</div>
</div>
</div>
@@ -94,15 +94,15 @@
</div>
<div class="col-md-4">
<label class="text-muted small mb-1">Manufacturer</label>
<p class="mb-0">@(Model.Manufacturer ?? "")</p>
<p class="mb-0">@(Model.Manufacturer ?? "&mdash;")</p>
</div>
<div class="col-md-4">
<label class="text-muted small mb-1">Model</label>
<p class="mb-0">@(Model.Model ?? "")</p>
<p class="mb-0">@(Model.Model ?? "&mdash;")</p>
</div>
<div class="col-md-4">
<label class="text-muted small mb-1">Serial Number</label>
<p class="mb-0">@(Model.SerialNumber ?? "")</p>
<p class="mb-0">@(Model.SerialNumber ?? "&mdash;")</p>
</div>
</div>
</div>
@@ -157,7 +157,7 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Maintenance Schedule"
data-bs-content="Maintenance Interval is how many days between scheduled services set this on the Edit page. Next Scheduled is calculated automatically as Last Maintenance date plus the interval. If no maintenance has been completed yet, Next Scheduled will be blank until the first service is recorded as Completed.">
data-bs-content="Maintenance Interval is how many days between scheduled services &mdash; set this on the Edit page. Next Scheduled is calculated automatically as Last Maintenance date plus the interval. If no maintenance has been completed yet, Next Scheduled will be blank until the first service is recorded as Completed.">
<i class="bi bi-question-circle"></i>
</a>
</div>
@@ -4,7 +4,7 @@
ViewData["Title"] = "Equipment";
ViewData["PageIcon"] = "bi-tools";
ViewData["PageHelpTitle"] = "Equipment";
ViewData["PageHelpContent"] = "Track all shop equipment ovens, spray booths, compressors, and other machinery. Status shows whether each piece is Operational, Needs Maintenance, Under Maintenance, or Out of Service. Next Maintenance date is calculated from the last completed maintenance plus the equipment's maintenance interval. Click any row to view full details and maintenance history.";
ViewData["PageHelpContent"] = "Track all shop equipment &mdash; ovens, spray booths, compressors, and other machinery. Status shows whether each piece is Operational, Needs Maintenance, Under Maintenance, or Out of Service. Next Maintenance date is calculated from the last completed maintenance plus the equipment's maintenance interval. Click any row to view full details and maintenance history.";
}
<div class="pcl-metric-strip">
@@ -123,7 +123,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td>
@@ -4,7 +4,7 @@
ViewData["Title"] = "New Expense";
ViewData["PageIcon"] = "bi-receipt";
ViewData["PageHelpTitle"] = "New Expense";
ViewData["PageHelpContent"] = "Use this for purchases paid immediately — credit card swipes, cash payments, debit transactions. For vendor invoices paid later, use Bills instead. Select the expense account (what was bought) and the payment account (where the money came from).";
ViewData["PageHelpContent"] = "Use this for purchases paid immediately &mdash; credit card swipes, cash payments, debit transactions. For vendor invoices paid later, use Bills instead. Select the expense account (what was bought) and the payment account (where the money came from).";
}
<div class="d-flex justify-content-start mb-4">
@@ -40,13 +40,13 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Expense Account"
data-bs-content="The expense category this purchase belongs to — e.g. Supplies, Materials, Utilities, Fuel. This account is debited when the expense is saved. Choose the most specific account that fits to keep your reports accurate.">
data-bs-content="The expense category this purchase belongs to &mdash; e.g. Supplies, Materials, Utilities, Fuel. This account is debited when the expense is saved. Choose the most specific account that fits to keep your reports accurate.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<div class="d-flex gap-2 align-items-center">
<select asp-for="ExpenseAccountId" asp-items="ViewBag.ExpenseAccounts" class="form-select" id="expenseAccountSelect">
<option value="">— Select Account —</option>
<option value="">&mdash; Select Account &mdash;</option>
</select>
<button type="button" class="btn btn-sm btn-outline-primary text-nowrap" id="expAiSuggestBtn" title="AI-suggest expense account">
<i class="bi bi-stars me-1"></i>AI Suggest
@@ -66,12 +66,12 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Paid From"
data-bs-content="The bank or cash account the money came out of — e.g. Business Checking, Petty Cash, Company Credit Card. This account is credited when the expense is saved. Used for bank reconciliation.">
data-bs-content="The bank or cash account the money came out of &mdash; e.g. Business Checking, Petty Cash, Company Credit Card. This account is credited when the expense is saved. Used for bank reconciliation.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<select asp-for="PaymentAccountId" asp-items="ViewBag.PaymentAccounts" class="form-select">
<option value="">— Select Account —</option>
<option value="">&mdash; Select Account &mdash;</option>
</select>
<span asp-validation-for="PaymentAccountId" class="text-danger small"></span>
</div>
@@ -84,8 +84,8 @@
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-muted small">(optional)</span></label>
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
<option value="">— None —</option>
<option value="__new__">+ Add New Vendor…</option>
<option value="">&mdash; None &mdash;</option>
<option value="__new__">+ Add New Vendor&hellip;</option>
</select>
</div>
<div class="col-sm-6">
@@ -99,7 +99,7 @@
</a>
</div>
<select asp-for="JobId" asp-items="ViewBag.Jobs" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
</select>
</div>
@@ -154,7 +154,7 @@
}
});
// ── AI Suggest Account ────────────────────────────────────────────────
// -- AI Suggest Account ------------------------------------------------
let _expAiSuggestedAccountId = null;
document.getElementById('expAiSuggestBtn').addEventListener('click', async function () {
@@ -4,7 +4,7 @@
ViewData["Title"] = $"Expense {Model.ExpenseNumber}";
ViewData["PageIcon"] = "bi-receipt";
ViewData["PageHelpTitle"] = "Expense";
ViewData["PageHelpContent"] = "A direct purchase paid at the time of transaction. Expense Account shows what was bought; Paid From shows which bank/cash account was debited. Edit to correct any details. Delete permanently removes the record there is no Void for expenses.";
ViewData["PageHelpContent"] = "A direct purchase paid at the time of transaction. Expense Account shows what was bought; Paid From shows which bank/cash account was debited. Edit to correct any details. Delete permanently removes the record &mdash; there is no Void for expenses.";
}
<div class="d-flex justify-content-between align-items-center mb-4">
@@ -170,7 +170,7 @@
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="receiptModalLabel">
<i class="bi bi-receipt me-2"></i>Receipt @Model.ExpenseNumber
<i class="bi bi-receipt me-2"></i>Receipt &mdash; @Model.ExpenseNumber
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
</div>
@@ -40,12 +40,12 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Expense Account"
data-bs-content="The expense category this purchase belongs to — e.g. Supplies, Materials, Utilities, Fuel. This account is debited when the expense is saved. Choose the most specific account that fits to keep your reports accurate.">
data-bs-content="The expense category this purchase belongs to &mdash; e.g. Supplies, Materials, Utilities, Fuel. This account is debited when the expense is saved. Choose the most specific account that fits to keep your reports accurate.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<select asp-for="ExpenseAccountId" asp-items="ViewBag.ExpenseAccounts" class="form-select">
<option value="">— Select Account —</option>
<option value="">&mdash; Select Account &mdash;</option>
</select>
</div>
<div class="col-sm-6">
@@ -54,12 +54,12 @@
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Paid From"
data-bs-content="The bank or cash account the money came out of — e.g. Business Checking, Petty Cash, Company Credit Card. This account is credited when the expense is saved. Used for bank reconciliation.">
data-bs-content="The bank or cash account the money came out of &mdash; e.g. Business Checking, Petty Cash, Company Credit Card. This account is credited when the expense is saved. Used for bank reconciliation.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<select asp-for="PaymentAccountId" asp-items="ViewBag.PaymentAccounts" class="form-select">
<option value="">— Select Account —</option>
<option value="">&mdash; Select Account &mdash;</option>
</select>
</div>
<div class="col-sm-6">
@@ -70,8 +70,8 @@
<label asp-for="VendorId" class="form-label fw-medium">Vendor</label>
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
<option value="">— None —</option>
<option value="__new__">+ Add New Vendor…</option>
<option value="">&mdash; None &mdash;</option>
<option value="__new__">+ Add New Vendor&hellip;</option>
</select>
</div>
<div class="col-sm-6">
@@ -85,7 +85,7 @@
</a>
</div>
<select asp-for="JobId" asp-items="ViewBag.Jobs" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
</select>
</div>
<div class="col-12">
@@ -34,7 +34,7 @@
<form method="get" class="row g-2 align-items-end">
<div class="col-md-3">
<input type="search" name="search" value="@ViewBag.Search" class="form-control"
placeholder="Search memo or vendor…" />
placeholder="Search memo or vendor&hellip;" />
</div>
<div class="col-md-3">
<select name="accountId" class="form-select">
@@ -71,7 +71,7 @@
<div class="col-md-4">
<label class="form-label">Asset Account</label>
<select name="AssetAccountId" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
@if (ViewBag.AssetAccounts != null)
{
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AssetAccounts)
@@ -85,7 +85,7 @@
<div class="col-md-4">
<label class="form-label">Depreciation Expense Account</label>
<select name="DepreciationExpenseAccountId" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
@if (ViewBag.ExpenseAccounts != null)
{
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
@@ -99,7 +99,7 @@
<div class="col-md-4">
<label class="form-label">Accumulated Depreciation Account</label>
<select name="AccumDepreciationAccountId" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
@if (ViewBag.AccumDeprecAccounts != null)
{
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AccumDeprecAccounts)
@@ -108,7 +108,7 @@
}
}
</select>
<div class="form-text">Contra-asset account (e.g., 1510 Accum. Depreciation Equipment).</div>
<div class="form-text">Contra-asset account (e.g., 1510 Accum. Depreciation &mdash; Equipment).</div>
</div>
</div>
@@ -142,21 +142,21 @@
{
<div class="mb-2">
<div class="text-muted small">Asset Account</div>
<div class="fw-semibold">@Model.AssetAccount.AccountNumber @Model.AssetAccount.Name</div>
<div class="fw-semibold">@Model.AssetAccount.AccountNumber &ndash; @Model.AssetAccount.Name</div>
</div>
}
@if (Model.DepreciationExpenseAccount != null)
{
<div class="mb-2">
<div class="text-muted small">Depreciation Expense</div>
<div class="fw-semibold">@Model.DepreciationExpenseAccount.AccountNumber @Model.DepreciationExpenseAccount.Name</div>
<div class="fw-semibold">@Model.DepreciationExpenseAccount.AccountNumber &ndash; @Model.DepreciationExpenseAccount.Name</div>
</div>
}
@if (Model.AccumDepreciationAccount != null)
{
<div>
<div class="text-muted small">Accumulated Depreciation</div>
<div class="fw-semibold">@Model.AccumDepreciationAccount.AccountNumber @Model.AccumDepreciationAccount.Name</div>
<div class="fw-semibold">@Model.AccumDepreciationAccount.AccountNumber &ndash; @Model.AccumDepreciationAccount.Name</div>
</div>
}
</div>
@@ -206,7 +206,7 @@
}
else
{
<span class="text-muted"></span>
<span class="text-muted">&mdash;</span>
}
</td>
<td class="text-muted small">@e.CreatedAt.ToLocalTime().ToString("MM/dd/yyyy")</td>
@@ -75,7 +75,7 @@
<div class="col-md-4">
<label asp-for="AssetAccountId" class="form-label">Asset Account</label>
<select asp-for="AssetAccountId" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
@if (ViewBag.AssetAccounts != null)
{
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AssetAccounts)
@@ -88,7 +88,7 @@
<div class="col-md-4">
<label asp-for="DepreciationExpenseAccountId" class="form-label">Depreciation Expense Account</label>
<select asp-for="DepreciationExpenseAccountId" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
@if (ViewBag.ExpenseAccounts != null)
{
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
@@ -101,7 +101,7 @@
<div class="col-md-4">
<label asp-for="AccumDepreciationAccountId" class="form-label">Accumulated Depreciation Account</label>
<select asp-for="AccumDepreciationAccountId" class="form-select">
<option value="">— None —</option>
<option value="">&mdash; None &mdash;</option>
@if (ViewBag.AccumDeprecAccounts != null)
{
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AccumDeprecAccounts)
@@ -87,7 +87,7 @@
</div>
<div class="col-md-6">
<label asp-for="RecipientEmail" class="form-label fw-semibold"></label>
<input asp-for="RecipientEmail" type="email" class="form-control" placeholder="Optional for emailing the certificate" />
<input asp-for="RecipientEmail" type="email" class="form-control" placeholder="Optional &mdash; for emailing the certificate" />
</div>
</div>
</div>
@@ -34,7 +34,7 @@
<strong>@statusLabel</strong>
@if (isActive)
{
<span class="ms-2"> <strong class="fs-5">@Model.RemainingBalance.ToString("C")</strong> remaining of @Model.OriginalAmount.ToString("C") face value</span>
<span class="ms-2">&mdash; <strong class="fs-5">@Model.RemainingBalance.ToString("C")</strong> remaining of @Model.OriginalAmount.ToString("C") face value</span>
}
@if (Model.ExpiryDate.HasValue)
{
@@ -28,7 +28,7 @@
<p>
When you make a payment to a vendor, you record it against the bill and the balance reduces.
This gives you a clear, real-time picture of your upcoming financial obligations and helps you
avoid late payments and the late fees or strained vendor relationships that come with them.
avoid late payments &mdash; and the late fees or strained vendor relationships that come with them.
</p>
<p>
Bills can be created manually or generated automatically from a received Purchase Order.
@@ -46,14 +46,14 @@
<p>
The fastest and most accurate way to create a bill is from a received Purchase Order. Open the
received PO and click <strong>Create Bill</strong>. The system generates a bill pre-filled with
all line items, quantities, and prices from the PO linked to the vendor and expense accounts
all line items, quantities, and prices from the PO &mdash; linked to the vendor and expense accounts
automatically. See the <a asp-controller="Help" asp-action="PurchaseOrders">Purchase Orders help page</a>
for step-by-step instructions.
</p>
<h3 class="h6 fw-semibold mt-3 mb-2">Manually</h3>
<p>
To create a bill that is not linked to a PO for example, a utility bill, a service invoice,
To create a bill that is not linked to a PO &mdash; for example, a utility bill, a service invoice,
or a vendor charge that arrived without a matching order:
</p>
<ol class="mb-3">
@@ -64,8 +64,8 @@
<li class="mb-2">
Add one or more <strong>line items</strong>:
<ul class="mt-1">
<li><strong>Expense Account</strong> the accounting category this cost belongs to (e.g., Cost of Goods Sold, Shop Supplies, Equipment Maintenance).</li>
<li><strong>Description</strong> a brief note about what this line covers.</li>
<li><strong>Expense Account</strong> &mdash; the accounting category this cost belongs to (e.g., Cost of Goods Sold, Shop Supplies, Equipment Maintenance).</li>
<li><strong>Description</strong> &mdash; a brief note about what this line covers.</li>
<li><strong>Quantity</strong> and <strong>Unit Price</strong>.</li>
</ul>
</li>
@@ -129,8 +129,8 @@
<i class="bi bi-check-circle text-primary me-2"></i>Marking a Bill as Open
</h2>
<p>
When you have verified that a bill is accurate it matches the goods you received and the
prices you agreed on you mark it as Open to post it to your AP ledger.
When you have verified that a bill is accurate &mdash; it matches the goods you received and the
prices you agreed on &mdash; you mark it as Open to post it to your AP ledger.
</p>
<ol class="mb-3">
<li class="mb-2">Open the Draft bill from <strong>Accounting &rsaquo; Bills</strong>.</li>
@@ -160,7 +160,7 @@
<i class="bi bi-cash-coin text-primary me-2"></i>Recording a Payment
</h2>
<p>
When you pay a vendor whether in full or as a partial payment you record the payment against
When you pay a vendor &mdash; whether in full or as a partial payment &mdash; you record the payment against
the open bill. The system supports multiple partial payments on a single bill.
</p>
<ol class="mb-3">
@@ -169,11 +169,11 @@
<li class="mb-2">
Enter the payment details:
<ul class="mt-1">
<li><strong>Amount</strong> how much you are paying now. Can be less than the full balance for partial payments.</li>
<li><strong>Payment Method</strong> Check, ACH / Bank Transfer, Credit Card, Cash, or Wire Transfer.</li>
<li><strong>Payment Date</strong> the date the payment was made or will be made.</li>
<li><strong>Reference Number</strong> check number, wire confirmation, or ACH batch ID. Always fill this in for non-cash payments to simplify reconciliation.</li>
<li><strong>Notes</strong> any additional information about this payment.</li>
<li><strong>Amount</strong> &mdash; how much you are paying now. Can be less than the full balance for partial payments.</li>
<li><strong>Payment Method</strong> &mdash; Check, ACH / Bank Transfer, Credit Card, Cash, or Wire Transfer.</li>
<li><strong>Payment Date</strong> &mdash; the date the payment was made or will be made.</li>
<li><strong>Reference Number</strong> &mdash; check number, wire confirmation, or ACH batch ID. Always fill this in for non-cash payments to simplify reconciliation.</li>
<li><strong>Notes</strong> &mdash; any additional information about this payment.</li>
</ul>
</li>
<li class="mb-2">Click <strong>Save Payment</strong>.</li>
@@ -197,7 +197,7 @@
<li class="mb-2">Go to <strong>Accounting &rsaquo; Bills</strong> and click <strong>Scan Receipt</strong>.</li>
<li class="mb-2">Upload a photo (JPG/PNG) or a PDF of the vendor's invoice.</li>
<li class="mb-2">The AI reads the document and pre-fills the vendor, bill date, line items, and amounts into a new draft bill.</li>
<li class="mb-2">Review the extracted data correct any fields that were misread and save the bill.</li>
<li class="mb-2">Review the extracted data &mdash; correct any fields that were misread &mdash; and save the bill.</li>
</ol>
<p>
The uploaded file is automatically attached to the bill so you always have the original
@@ -245,13 +245,13 @@
</p>
<ul class="mb-3">
<li class="mb-1"><strong>Vendor name</strong> and detected frequency (monthly, quarterly, biannual, annual).</li>
<li class="mb-1"><strong>Typical amount</strong> the usual charge from that vendor.</li>
<li class="mb-1"><strong>Next expected date</strong> Claude's estimate of when the next bill is likely to arrive.</li>
<li class="mb-1"><strong>Confidence badge</strong> High (4+ consistent occurrences), Medium (23 occurrences or variable timing), Low (weak pattern, worth monitoring).</li>
<li class="mb-1"><strong>Suggested action</strong> for example, "Set a monthly reminder for this bill."</li>
<li class="mb-1"><strong>Typical amount</strong> &mdash; the usual charge from that vendor.</li>
<li class="mb-1"><strong>Next expected date</strong> &mdash; Claude's estimate of when the next bill is likely to arrive.</li>
<li class="mb-1"><strong>Confidence badge</strong> &mdash; High (4+ consistent occurrences), Medium (2&ndash;3 occurrences or variable timing), Low (weak pattern, worth monitoring).</li>
<li class="mb-1"><strong>Suggested action</strong> &mdash; for example, "Set a monthly reminder for this bill."</li>
</ul>
<p>
This is useful for cash flow planning knowing that a $1,200 electricity bill arrives on the
This is useful for cash flow planning &mdash; knowing that a $1,200 electricity bill arrives on the
15th every month, or that your insurance renews every January, lets you reserve funds in advance
and avoid surprises. High-confidence patterns are reliable enough to act on; Low-confidence
patterns are worth keeping an eye on but should not be treated as certain.
@@ -261,7 +261,7 @@
<div>
Recurring bill detection requires at least 2 occurrences of a vendor bill at a similar
interval to detect a pattern. Shops with less than 2 months of history will see few or no
results. The scan covers bills only direct expenses are not included.
results. The scan covers bills only &mdash; direct expenses are not included.
</div>
</div>
</section>
@@ -271,17 +271,17 @@
<i class="bi bi-folder2-open text-primary me-2"></i>Expense Accounts
</h2>
<p>
Each line item on a bill must be assigned to an <strong>expense account</strong> an accounting
Each line item on a bill must be assigned to an <strong>expense account</strong> &mdash; an accounting
category that determines where the cost appears in your financial reports. Common expense accounts
used in a powder coating shop include:
</p>
<ul class="mb-3">
<li class="mb-1"><strong>Cost of Goods Sold (COGS)</strong> raw materials, powder coatings, and consumables that go directly into jobs.</li>
<li class="mb-1"><strong>Shop Supplies</strong> items used in the shop that are not directly tied to a specific job (masking tape, gloves, cleaning solvents).</li>
<li class="mb-1"><strong>Equipment Maintenance</strong> service, repairs, and parts for your oven, sandblaster, and coating booths.</li>
<li class="mb-1"><strong>Utilities</strong> gas, electricity, and water bills that power the shop.</li>
<li class="mb-1"><strong>Rent / Occupancy</strong> monthly rent or lease payments for your shop premises.</li>
<li class="mb-1"><strong>Operating Expenses</strong> general overhead that does not fit another specific category.</li>
<li class="mb-1"><strong>Cost of Goods Sold (COGS)</strong> &mdash; raw materials, powder coatings, and consumables that go directly into jobs.</li>
<li class="mb-1"><strong>Shop Supplies</strong> &mdash; items used in the shop that are not directly tied to a specific job (masking tape, gloves, cleaning solvents).</li>
<li class="mb-1"><strong>Equipment Maintenance</strong> &mdash; service, repairs, and parts for your oven, sandblaster, and coating booths.</li>
<li class="mb-1"><strong>Utilities</strong> &mdash; gas, electricity, and water bills that power the shop.</li>
<li class="mb-1"><strong>Rent / Occupancy</strong> &mdash; monthly rent or lease payments for your shop premises.</li>
<li class="mb-1"><strong>Operating Expenses</strong> &mdash; general overhead that does not fit another specific category.</li>
</ul>
<p>
The <strong>vendor's default expense account</strong> is set on the vendor record and pre-fills
@@ -21,7 +21,7 @@
</h2>
<p>
The Customer Intake Kiosk lets walk-in customers fill out their own intake form on a front-desk tablet
no staff assistance required. When they're done, a <strong>customer record</strong> is automatically
&mdash; no staff assistance required. When they're done, a <strong>customer record</strong> is automatically
created (or matched to an existing one), a <strong>Draft Quote or Pending Job</strong> is created
depending on your setting, and your team receives an in-app notification.
</p>
@@ -45,7 +45,7 @@
</li>
<li class="mb-2">
On the tablet, open a browser and navigate to <code>/Kiosk/Welcome</code>. You'll see your
company logo and a "Ready" indicator the tablet is now in kiosk mode.
company logo and a "Ready" indicator &mdash; the tablet is now in kiosk mode.
</li>
<li class="mb-2">
<strong>Add to Home Screen</strong> on iOS/Android for a full-screen, app-like experience that
@@ -67,7 +67,7 @@
<h3 class="h6 fw-semibold mt-3 mb-2">In-Person (tablet at front desk)</h3>
<ol>
<li class="mb-1">The tablet sits on the Welcome screen the customer sees your logo and a "Ready" status dot.</li>
<li class="mb-1">The tablet sits on the Welcome screen &mdash; the customer sees your logo and a "Ready" status dot.</li>
<li class="mb-1">A staff member clicks <strong>Start Intake</strong> on the Dashboard (in the Kiosk card).</li>
<li class="mb-1">The tablet detects the new session within 3 seconds and automatically navigates to the intake form.</li>
<li class="mb-1">The customer fills out <strong>3 steps</strong>: Contact info → Job description → Terms &amp; signature.</li>
@@ -85,7 +85,7 @@
<li class="mb-1">Or use the <strong>Send Intake Link</strong> button on the Dashboard Kiosk card.</li>
<li class="mb-1">Enter the customer's email address and send.</li>
<li class="mb-1">The customer receives an email with a secure link and completes the same 3-step form on their own device.</li>
<li class="mb-1">Remote sessions don't require a drawn signature a checkbox agreement is used instead.</li>
<li class="mb-1">Remote sessions don't require a drawn signature &mdash; a checkbox agreement is used instead.</li>
</ol>
</section>
@@ -99,12 +99,12 @@
</p>
<ul>
<li>
<strong>Create a Quote</strong> (default) a Draft quote is created for staff to review and price
<strong>Create a Quote</strong> (default) &mdash; a Draft quote is created for staff to review and price
before work begins. The terms shown to the customer will say "subject to a formal quote." Use this
if you price after seeing the parts.
</li>
<li>
<strong>Create a Job</strong> a Pending job is created immediately. The terms will say "a team
<strong>Create a Job</strong> &mdash; a Pending job is created immediately. The terms will say "a team
member will reach out about pricing." Use this if you price on the spot and want the work order
ready right away.
</li>
@@ -117,16 +117,16 @@
</h2>
<p>When a customer submits their intake form, the system automatically:</p>
<ul>
<li><strong>Matches or creates a Customer</strong> searches by email first, then phone. If no match, a new non-commercial customer record is created.</li>
<li><strong>Matches or creates a Customer</strong> &mdash; searches by email first, then phone. If no match, a new non-commercial customer record is created.</li>
<li>
<strong>Creates a Draft Quote or Pending Job</strong> depending on your
<strong>Creates a Draft Quote or Pending Job</strong> &mdash; depending on your
<a href="/CompanySettings?tab=kiosk">Kiosk Output Setting</a>. Quote mode creates a Draft quote
(Normal priority); Job mode creates a Pending job with the customer's description and intake source
in Special Instructions.
</li>
<li><strong>Applies SMS consent</strong> if the customer opted in, their customer record is updated with <code>NotifyBySms = true</code> and the consent timestamp (TCPA-compliant).</li>
<li><strong>Applies SMS consent</strong> &mdash; if the customer opted in, their customer record is updated with <code>NotifyBySms = true</code> and the consent timestamp (TCPA-compliant).</li>
<li>
<strong>Fires an in-app notification</strong> your team's notification bell shows
<strong>Fires an in-app notification</strong> &mdash; your team's notification bell shows
"Walk-in Intake Submitted" (or "Remote Intake Submitted" for remote sessions) with a link to
the Intakes page.
</li>
@@ -147,9 +147,9 @@
<li>Job description snippet</li>
<li>Session type (In-Person or Remote) and status badge</li>
<li>SMS opt-in indicator</li>
<li><strong>View Quote</strong> button appears when the kiosk is set to Quote mode; opens the auto-created draft quote</li>
<li><strong>View Job</strong> button appears when the kiosk is set to Job mode; opens the auto-created job</li>
<li><strong>Customer</strong> button opens the matched or created customer record</li>
<li><strong>View Quote</strong> button &mdash; appears when the kiosk is set to Quote mode; opens the auto-created draft quote</li>
<li><strong>View Job</strong> button &mdash; appears when the kiosk is set to Job mode; opens the auto-created job</li>
<li><strong>Customer</strong> button &mdash; opens the matched or created customer record</li>
</ul>
<div class="alert alert-info alert-permanent">
<i class="bi bi-info-circle me-2"></i>
@@ -164,23 +164,23 @@
<i class="bi bi-exclamation-triangle text-primary me-2"></i>Troubleshooting
</h2>
<dl>
<dt>Kiosk Welcome screen shows "Connection issue retrying"</dt>
<dd class="mb-3">The tablet can't reach the server. Check the tablet's Wi-Fi connection. Once connectivity is restored the status dot automatically turns green no refresh needed.</dd>
<dt>Kiosk Welcome screen shows "Connection issue &mdash; retrying&hellip;"</dt>
<dd class="mb-3">The tablet can't reach the server. Check the tablet's Wi-Fi connection. Once connectivity is restored the status dot automatically turns green &mdash; no refresh needed.</dd>
<dt>Kiosk doesn't respond when staff clicks Start Intake</dt>
<dd class="mb-3">The tablet polls every 3 seconds. Wait up to 3 seconds after clicking Start Intake. If it still doesn't respond, reload the Welcome page on the tablet. Make sure the tablet is on the same domain as the server (use HTTPS).</dd>
<dt>The tablet shows the wrong company logo or no logo</dt>
<dd class="mb-3">Upload your company logo at Settings → Company Settings → Logo. The kiosk reads your logo directly no separate kiosk logo setting is needed.</dd>
<dd class="mb-3">Upload your company logo at Settings → Company Settings → Logo. The kiosk reads your logo directly &mdash; no separate kiosk logo setting is needed.</dd>
<dt>Signature pad doesn't work on the tablet</dt>
<dd class="mb-3">Use a capacitive stylus or fingertip the signature pad requires touch input. Make sure the browser isn't in desktop mode (check "Request Desktop Site" is off). The signature is only required for In-Person sessions.</dd>
<dd class="mb-3">Use a capacitive stylus or fingertip &mdash; the signature pad requires touch input. Make sure the browser isn't in desktop mode (check "Request Desktop Site" is off). The signature is only required for In-Person sessions.</dd>
<dt>Submission fails no job or customer created</dt>
<dt>Submission fails &mdash; no job or customer created</dt>
<dd class="mb-3">This usually means Seed Data hasn't been run for your company. Ask your administrator to go to Platform Management → Seed Data and run the seed. This creates the required job status and priority lookup rows.</dd>
<dt>AI quote on the quote wizard times out on mobile</dt>
<dd class="mb-3">Photos are automatically compressed before upload. If it still times out, your connection may be slow the spinner will say "Still analyzing" if it's taking longer than 30 seconds. Try again on a stronger connection.</dd>
<dd class="mb-3">Photos are automatically compressed before upload. If it still times out, your connection may be slow &mdash; the spinner will say "Still analyzing&hellip;" if it's taking longer than 30 seconds. Try again on a stronger connection.</dd>
</dl>
</section>
@@ -22,7 +22,7 @@
<p>
The Customers section is the starting point for all work in the shop. Every quote, job, and invoice
belongs to a customer record. Keeping your customer list accurate and up to date ensures you can
quickly pull up a customer's full history all their past jobs, outstanding quotes, and unpaid
quickly pull up a customer's full history &mdash; all their past jobs, outstanding quotes, and unpaid
invoices in one place.
</p>
<p>
@@ -49,7 +49,7 @@
</div>
<div class="card-body">
<p class="card-text small mb-0">
Use this for businesses auto body shops, fabricators, manufacturers, or any company
Use this for businesses &mdash; auto body shops, fabricators, manufacturers, or any company
that sends you work regularly. Commercial customers can have a <strong>pricing tier</strong>
applied (e.g., volume discounts) and a <strong>credit limit</strong> set. They typically
have a company name in addition to a contact person.
@@ -64,7 +64,7 @@
</div>
<div class="card-body">
<p class="card-text small mb-0">
Use this for individuals homeowners who bring in patio furniture, hobbyists with
Use this for individuals &mdash; homeowners who bring in patio furniture, hobbyists with
motorcycle parts, or anyone who is not representing a business. Non-commercial customers
typically do not have a company name and are priced at standard retail rates.
</p>
@@ -81,17 +81,17 @@
<p>Follow these steps to add a new customer:</p>
<ol class="mb-3">
<li class="mb-2">Go to <strong>Operations &rsaquo; Customers</strong> and click the <strong>New Customer</strong> button in the top-right corner.</li>
<li class="mb-2">Choose the <strong>Customer Type</strong> Commercial or Non-Commercial.</li>
<li class="mb-2">Choose the <strong>Customer Type</strong> &mdash; Commercial or Non-Commercial.</li>
<li class="mb-2">
Fill in the customer details:
<ul class="mt-1">
<li><strong>Company Name</strong> required for Commercial customers.</li>
<li><strong>Contact Name</strong> the person you deal with day to day.</li>
<li><strong>Email</strong> used for quote and invoice notifications.</li>
<li><strong>Phone</strong> primary contact number.</li>
<li><strong>Mobile Phone</strong> used for SMS notifications. Required if you want to text this customer.</li>
<li><strong>SMS Opt-In</strong> check this only after you have obtained the customer's consent to receive text messages. Visible only when SMS is enabled for your company.</li>
<li><strong>Address</strong> billing and shipping address fields.</li>
<li><strong>Company Name</strong> &mdash; required for Commercial customers.</li>
<li><strong>Contact Name</strong> &mdash; the person you deal with day to day.</li>
<li><strong>Email</strong> &mdash; used for quote and invoice notifications.</li>
<li><strong>Phone</strong> &mdash; primary contact number.</li>
<li><strong>Mobile Phone</strong> &mdash; used for SMS notifications. Required if you want to text this customer.</li>
<li><strong>SMS Opt-In</strong> &mdash; check this only after you have obtained the customer's consent to receive text messages. Visible only when SMS is enabled for your company.</li>
<li><strong>Address</strong> &mdash; billing and shipping address fields.</li>
</ul>
</li>
<li class="mb-2">For Commercial customers, optionally set a <strong>Pricing Tier</strong> and <strong>Credit Limit</strong>.</li>
@@ -136,24 +136,24 @@
</p>
<p>The details page shows:</p>
<ul>
<li><strong>Contact information</strong> name, email, phone, and address.</li>
<li><strong>Account summary</strong> current balance, credit limit, and pricing tier.</li>
<li><strong>Contact information</strong> &mdash; name, email, phone, and address.</li>
<li><strong>Account summary</strong> &mdash; current balance, credit limit, and pricing tier.</li>
<li>
<strong>Jobs tab</strong> every job created for this customer, with status and date. Click
<strong>Jobs tab</strong> &mdash; every job created for this customer, with status and date. Click
a job number to open it.
</li>
<li>
<strong>Quotes tab</strong> all quotes sent to this customer, including pending and
<strong>Quotes tab</strong> &mdash; all quotes sent to this customer, including pending and
historical quotes. Click a quote number to open it.
</li>
<li>
<strong>Invoices tab</strong> all invoices with payment status. Quickly see who owes money
<strong>Invoices tab</strong> &mdash; all invoices with payment status. Quickly see who owes money
and how much.
</li>
<li>
<strong>Deposits tab</strong> all deposits recorded for this customer across any job or quote.
<strong>Deposits tab</strong> &mdash; all deposits recorded for this customer across any job or quote.
</li>
<li><strong>Notes</strong> any notes saved against the customer record.</li>
<li><strong>Notes</strong> &mdash; any notes saved against the customer record.</li>
</ul>
</section>
@@ -169,7 +169,7 @@
<p>
When a customer's outstanding balance approaches or exceeds their credit limit, the system displays
a warning flag on their record and on any new jobs or invoices you try to create for them. This is
a visual warning only the system does not automatically block new work but it gives your team
a visual warning only &mdash; the system does not automatically block new work &mdash; but it gives your team
a clear signal to follow up on payment before starting more jobs.
</p>
<p>
@@ -189,7 +189,7 @@
</p>
<p>
When a tax-exempt customer is selected on a new quote or invoice, the tax rate automatically
defaults to <strong>0%</strong> no manual adjustment needed. Tax-exempt customers are marked
defaults to <strong>0%</strong> &mdash; no manual adjustment needed. Tax-exempt customers are marked
with a ★ in the customer dropdown when creating quotes and invoices so your team can spot them
at a glance.
</p>
@@ -20,14 +20,14 @@
<i class="bi bi-info-circle text-primary me-2"></i>Overview
</h2>
<p>
The Equipment module lets you keep a full register of every piece of machinery in your shop
The Equipment module lets you keep a full register of every piece of machinery in your shop &mdash;
curing ovens, sandblasters, coating booths, compressors, conveyors, and anything else you
rely on to do the work. Each equipment record includes its current operating status and a
complete maintenance log.
</p>
<p>
Keeping this information up to date pays off in two ways. First, your team always knows
which machines are available and which are down for service preventing jobs from being
which machines are available and which are down for service &mdash; preventing jobs from being
scheduled on equipment that is not ready. Second, the maintenance history gives you a
paper trail for warranty claims, insurance, and resale.
</p>
@@ -46,14 +46,14 @@
<li class="mb-2">
Fill in the equipment details:
<ul class="mt-1">
<li><strong>Name</strong> a short, descriptive name (e.g., "Main Curing Oven" or "Blast Cabinet #2").</li>
<li><strong>Model / Serial Number</strong> from the manufacturer's plate on the machine. Useful for warranty and service calls.</li>
<li><strong>Manufacturer</strong> who made the equipment.</li>
<li><strong>Purchase Date</strong> when your shop acquired it.</li>
<li><strong>Last Service Date</strong> the date it was last professionally serviced or inspected.</li>
<li><strong>Next Service Due</strong> when the next scheduled service is due. This triggers alerts on the Dashboard.</li>
<li><strong>Location</strong> where in the shop the equipment is located (e.g., "Bay 1", "Back Room").</li>
<li><strong>Notes</strong> any important operational notes, quirks, or warnings for the team.</li>
<li><strong>Name</strong> &mdash; a short, descriptive name (e.g., "Main Curing Oven" or "Blast Cabinet #2").</li>
<li><strong>Model / Serial Number</strong> &mdash; from the manufacturer's plate on the machine. Useful for warranty and service calls.</li>
<li><strong>Manufacturer</strong> &mdash; who made the equipment.</li>
<li><strong>Purchase Date</strong> &mdash; when your shop acquired it.</li>
<li><strong>Last Service Date</strong> &mdash; the date it was last professionally serviced or inspected.</li>
<li><strong>Next Service Due</strong> &mdash; when the next scheduled service is due. This triggers alerts on the Dashboard.</li>
<li><strong>Location</strong> &mdash; where in the shop the equipment is located (e.g., "Bay 1", "Back Room").</li>
<li><strong>Notes</strong> &mdash; any important operational notes, quirks, or warnings for the team.</li>
</ul>
</li>
<li class="mb-2">Set the initial <strong>Status</strong> (see below).</li>
@@ -67,7 +67,7 @@
</h2>
<p>
Every piece of equipment has a status that reflects its current condition. Update the status
whenever the equipment's situation changes this keeps the Dashboard accurate and lets
whenever the equipment's situation changes &mdash; this keeps the Dashboard accurate and lets
supervisors quickly see what is available.
</p>
@@ -146,14 +146,14 @@
<li class="mb-2">
Fill in the details:
<ul class="mt-1">
<li><strong>Task Description</strong> what was done or needs to be done (e.g., "Replace heating element", "Annual burner service", "Belt tension check").</li>
<li><strong>Type</strong> choose <strong>Scheduled</strong> for planned preventive maintenance, or <strong>Corrective</strong> for repairs to fix a problem.</li>
<li><strong>Scheduled Date</strong> when the task is planned for (or when it was done).</li>
<li><strong>Completion Date</strong> leave blank if the task has not been done yet.</li>
<li><strong>Cost</strong> what the service cost (parts, labor, contractor fees).</li>
<li><strong>Priority</strong> how urgent this task is (see below).</li>
<li><strong>Assigned To</strong> the shop worker responsible for this task.</li>
<li><strong>Notes</strong> parts used, observations, instructions for next time.</li>
<li><strong>Task Description</strong> &mdash; what was done or needs to be done (e.g., "Replace heating element", "Annual burner service", "Belt tension check").</li>
<li><strong>Type</strong> &mdash; choose <strong>Scheduled</strong> for planned preventive maintenance, or <strong>Corrective</strong> for repairs to fix a problem.</li>
<li><strong>Scheduled Date</strong> &mdash; when the task is planned for (or when it was done).</li>
<li><strong>Completion Date</strong> &mdash; leave blank if the task has not been done yet.</li>
<li><strong>Cost</strong> &mdash; what the service cost (parts, labor, contractor fees).</li>
<li><strong>Priority</strong> &mdash; how urgent this task is (see below).</li>
<li><strong>Assigned To</strong> &mdash; the shop worker responsible for this task.</li>
<li><strong>Notes</strong> &mdash; parts used, observations, instructions for next time.</li>
</ul>
</li>
<li class="mb-2">Click <strong>Save</strong>.</li>
@@ -167,7 +167,7 @@
<h3 class="h6 fw-semibold mt-3 mb-2">Recurring Maintenance</h3>
<p>
For maintenance that happens on a regular schedule (e.g., monthly filter cleaning, quarterly
burner service), set the <strong>Recurrence</strong> field when creating the record choose
burner service), set the <strong>Recurrence</strong> field when creating the record &mdash; choose
from Daily, Weekly, Monthly, Quarterly, or Annually. When you complete the record, the system
automatically creates the next maintenance record at the appropriate interval. This ensures
preventive maintenance tasks never fall through the cracks.
@@ -248,7 +248,7 @@
<ol class="mb-3">
<li class="mb-2">Go to the Oven Scheduler from the sidebar.</li>
<li class="mb-2">Select the oven you are loading.</li>
<li class="mb-2">Add jobs to the batch the remaining capacity updates as you add items.</li>
<li class="mb-2">Add jobs to the batch &mdash; the remaining capacity updates as you add items.</li>
<li class="mb-2">Progress batches through Loading → In Progress → Completed as work is done.</li>
</ol>
<p>
@@ -262,7 +262,7 @@
<i class="bi bi-person-gear text-primary me-2"></i>Assigning Maintenance Tasks
</h2>
<p>
Each maintenance record can be assigned to one shop worker typically someone in the
Each maintenance record can be assigned to one shop worker &mdash; typically someone in the
<strong>Maintenance</strong> role, or a <strong>Supervisor</strong> who will coordinate
with an outside service technician.
</p>

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