Bug Squashing Update!

Estimates & Invoices — Canadian tax / discount / deposit accounting order

Fixed the core accounting order for both estimates and invoices (shared engine + backend, all surfaces: editor, PDF, and client view):

• Discount is now applied before tax on the pre-tax subtotal (it was being computed on a tax-inflated amount, which over-discounted on CAD documents).

• Tax calculates on the discounted net when the studio's Tax calculation basis is set to "After discount" (GST/PST now reconcile correctly on the PDF and client view, which previously ignored the setting).

• Deposit is now a % of the grand total (net + tax + freight), not the pre-discount subtotal.

• ⚠️ Action required: this needs the "After discount" Finance Setting turned on per studio, and existing documents re-saved to pick up the new basis.

Estimates — conversions

• A retainer no longer blocks converting an estimate to an invoice (retainers are invoices under the hood and were wrongly counted as "already invoiced").

• New Estimate → Purchase Order conversion — you can now go straight from an estimate to POs (grouped by vendor) without creating an invoice first. New "Convert to Purchase Order" action in the estimate list.

Estimates & Invoices — save fix

• Blank products no longer fail to save. A manually-added product with no unit was silently failing the entire save (the schema required a unit). Unit is now optional, and save errors now surface a clear message instead of failing silently.

Retainers

• "Link to…" now works (was a "coming soon" stub) — retainers can be linked to POs / Invoices / Estimates.

• In the link picker, Retainers are now a separate tab from Invoices everywhere (estimate/invoice/PO → Link to…), instead of being mixed into the invoice list.

Purchase Orders

• The title and tag now show on the PO list (above the PO#, like invoices/estimates). The list query was stripping both fields in a final projection.

Catalog

• [NEW] Duplicate Product now asks whether to also copy the product's sub-items (only when the product has sub-items) — toggle on to bring them along, off to duplicate just the product.