/Sales Invoice/NAME goes to desk (permission error for portal users).
Changed to PDF download API which respects portal user permissions.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The custom_contact_email field doesn't exist on Sales Order DocType,
causing the email-based fallback query to crash. Simplified to use
Customer record lookup only (email_id match works).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Disable sidebar (was auto-linking order names as broken relative URLs)
- Remove broken portal_user_name lookup (field doesn't exist)
- Match orders by Customer record OR by custom_contact_email on Sales Order
- Merges both result sets without duplicates
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Compliance Deadline: created by job_server after filing completion,
tracks annual filing deadlines (RMD, CPNI, 499-A, BDC).
Compliance Calendar: used by renewal_worker for billing cycle,
tracks due dates, invoices, and recurring renewal entries.
Both were referenced in code but never created — caused 417 errors.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
