Setup wizard and tasks updates

- Setup wizard save improvements
- Call server task updates
- Task creation changes
- Portal JS updates

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

api/setup/saveWizard.cfm

@@ -129,11 +129,11 @@ try {
         response.steps.append("Linked address to business");
 
         // Create default task types for the business
-        // 1. Call Server (notifications icon, purple)
+        // 1. Call Staff (notifications icon, purple)
         // 2. Chat With Staff (chat icon, blue)
         // 3. Pay With Cash (payments icon, green)
         defaultTaskTypes = [
-            { name: "Call Server", icon: "notifications", color: "##9C27B0", description: "Request server assistance" },
+            { name: "Call Staff", icon: "notifications", color: "##9C27B0", description: "Request staff assistance" },
             { name: "Chat With Staff", icon: "chat", color: "##2196F3", description: "Open a chat conversation" },
             { name: "Pay With Cash", icon: "payments", color: "##4CAF50", description: "Request to pay with cash" }
         ];
@@ -152,7 +152,31 @@ try {
                 sortOrder: { value: tt, cfsqltype: "cf_sql_integer" }
             }, { datasource: "payfrit" });
         }
-        response.steps.append("Created 3 default task types (Call Server, Chat With Staff, Pay With Cash)");
+        response.steps.append("Created 3 default task types (Call Staff, Chat With Staff, Pay With Cash)");
+
+        // Create default task categories for the business
+        defaultTaskCategories = [
+            { name: "Service Point", color: "##F44336" },  // Red
+            { name: "Kitchen", color: "##FF9800" },        // Orange
+            { name: "Bar", color: "##9C27B0" },            // Purple
+            { name: "Cleaning", color: "##4CAF50" },       // Green
+            { name: "Management", color: "##2196F3" },     // Blue
+            { name: "Delivery", color: "##00BCD4" },       // Cyan
+            { name: "General", color: "##607D8B" }         // Blue Grey
+        ];
+
+        for (tc = 1; tc <= arrayLen(defaultTaskCategories); tc++) {
+            taskCat = defaultTaskCategories[tc];
+            queryTimed("
+                INSERT INTO TaskCategories (BusinessID, Name, Color)
+                VALUES (:businessID, :name, :color)
+            ", {
+                businessID: { value: businessId, cfsqltype: "cf_sql_integer" },
+                name: { value: taskCat.name, cfsqltype: "cf_sql_varchar" },
+                color: { value: taskCat.color, cfsqltype: "cf_sql_varchar" }
+            }, { datasource: "payfrit" });
+        }
+        response.steps.append("Created 7 default task categories");
 
         // Save business hours from structured schedule
         if (structKeyExists(biz, "hoursSchedule") && isArray(biz.hoursSchedule)) {

api/tasks/callServer.cfm

@@ -164,7 +164,7 @@ try {
     apiAbort({
         "OK": true,
         "TASK_ID": taskID,
-        "MESSAGE": "Server has been notified"
+        "MESSAGE": "Staff has been notified"
     });
 
 } catch (any e) {

api/tasks/create.cfm

@@ -29,16 +29,43 @@ try {
         userID = val(jsonData.UserID ?: 0);
         message = jsonData.Message ?: "";
 
-        // Get task type info for display
+        // Get task type info for display (including category)
         taskTypeQuery = queryTimed("
-            SELECT Name, Color, Icon
+            SELECT Name, Color, Icon, TaskCategoryID
             FROM tt_TaskTypes
             WHERE ID = :taskTypeID
         ", { taskTypeID: taskTypeID }, { datasource: "payfrit" });
 
         taskTitle = message;
-        if (taskTypeQuery.recordCount && len(taskTypeQuery.Name)) {
+        categoryID = 0;
-            taskTitle = taskTypeQuery.Name;
+        if (taskTypeQuery.recordCount) {
+            if (len(trim(taskTypeQuery.Name))) {
+                taskTitle = taskTypeQuery.Name;
+            }
+            if (!isNull(taskTypeQuery.TaskCategoryID) && isNumeric(taskTypeQuery.TaskCategoryID) && taskTypeQuery.TaskCategoryID > 0) {
+                categoryID = taskTypeQuery.TaskCategoryID;
+            }
+        }
+
+        // If no category from task type, look up or create default "Service" category
+        if (categoryID == 0) {
+            catQuery = queryTimed("
+                SELECT ID FROM TaskCategories
+                WHERE BusinessID = :businessID AND Name = 'Service'
+                LIMIT 1
+            ", { businessID: businessID }, { datasource: "payfrit" });
+
+            if (catQuery.recordCount > 0) {
+                categoryID = catQuery.ID;
+            } else {
+                // Create the Service category
+                queryTimed("
+                    INSERT INTO TaskCategories (BusinessID, Name, Color)
+                    VALUES (:businessID, 'Service', '##FF9800')
+                ", { businessID: businessID }, { datasource: "payfrit" });
+                catResult = queryTimed("SELECT LAST_INSERT_ID() as newID", {}, { datasource: "payfrit" });
+                categoryID = catResult.newID;
+            }
         }
 
         // Use message as details
@@ -61,7 +88,7 @@ try {
                 :businessID,
                 :servicePointID,
                 :taskTypeID,
-                0,
+                :categoryID,
                 :orderID,
                 :userID,
                 :taskTitle,
@@ -73,6 +100,7 @@ try {
             businessID: businessID,
             servicePointID: servicePointID,
             taskTypeID: taskTypeID,
+            categoryID: categoryID,
             orderID: orderID,
             userID: userID,
             taskTitle: taskTitle,

portal/portal.js

@@ -3302,8 +3302,8 @@ const Portal = {
 
         <div class="form-group">
           <label>Category</label>
-          <select id="scheduledTaskCategory" class="form-input">
+          <select id="scheduledTaskCategory" class="form-input" required>
-            <option value="">None</option>
+            <option value="">Select a category...</option>
             ${categoryOptions}
           </select>
         </div>