Remove ShopWorker entity and migrate worker identity to ApplicationUser
Removes the ShopWorker and ShopWorkerRoleCost entities, all related DTOs, mappings, controllers, views, and import/export paths. Worker identity is now handled entirely through ApplicationUser with per-user LaborCostPerHour. ShopWorkerRoleCosts table remains in production pending manual data migration. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -133,7 +133,6 @@ public class AccountDataExportController : Controller
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case "Inventory": await AddInventorySheet(package, companyId, headerColor); break;
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case "Equipment": await AddEquipmentSheet(package, companyId, headerColor); break;
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case "Vendors": await AddVendorsSheet(package, companyId, headerColor); break;
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case "ShopWorkers": await AddShopWorkersSheet(package, companyId, headerColor); break;
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case "Users": await AddUsersSheet(package, companyId, headerColor); break;
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}
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}
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@@ -182,7 +181,6 @@ public class AccountDataExportController : Controller
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case "Inventory": WriteCsvEntry(zip, "Inventory.csv", await BuildInventoryCsv(companyId)); break;
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case "Equipment": WriteCsvEntry(zip, "Equipment.csv", await BuildEquipmentCsv(companyId)); break;
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case "Vendors": WriteCsvEntry(zip, "Vendors.csv", await BuildVendorsCsv(companyId)); break;
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case "ShopWorkers": WriteCsvEntry(zip, "ShopWorkers.csv", await BuildShopWorkersCsv(companyId)); break;
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case "Users": WriteCsvEntry(zip, "Users.csv", await BuildUsersCsv(companyId)); break;
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}
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}
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@@ -268,12 +266,6 @@ public class AccountDataExportController : Controller
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.Where(s => s.CompanyId == companyId && !s.IsDeleted)
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.OrderBy(s => s.CompanyName).ToListAsync();
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/// <summary>Fetches all non-deleted shop workers for the company.</summary>
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private Task<List<ShopWorker>> FetchShopWorkersAsync(int companyId) =>
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_db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
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.Where(w => w.CompanyId == companyId && !w.IsDeleted)
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.OrderBy(w => w.Name).ToListAsync();
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/// <summary>
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/// Fetches all users for the company. <c>IsDeleted</c> is intentionally omitted because
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/// Identity users use <c>IsActive = false</c> for soft-deletion, not the base-entity flag.
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@@ -462,23 +454,6 @@ public class AccountDataExportController : Controller
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AutoFit(ws, headers.Length);
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}
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private async Task AddShopWorkersSheet(ExcelPackage pkg, int companyId, Color hdr)
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{
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var data = await FetchShopWorkersAsync(companyId);
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var ws = pkg.Workbook.Worksheets.Add("Shop Workers");
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var headers = new[] { "ID", "Name", "Role", "Phone", "Email", "Active", "Notes" };
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WriteHeader(ws, headers, hdr);
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for (int i = 0; i < data.Count; i++)
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{
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var r = i + 2; var w = data[i];
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ws.Cells[r, 1].Value = w.Id; ws.Cells[r, 2].Value = w.Name;
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ws.Cells[r, 3].Value = w.Role.ToString(); ws.Cells[r, 4].Value = w.Phone;
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ws.Cells[r, 5].Value = w.Email; ws.Cells[r, 6].Value = w.IsActive ? "Yes" : "No";
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ws.Cells[r, 7].Value = w.Notes;
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}
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AutoFit(ws, headers.Length);
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}
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/// <summary>
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/// Adds a "Users" worksheet. All users (active and inactive) are included because Identity
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/// uses <c>IsActive = false</c> for soft-deletion; <c>IsDeleted</c> is not applicable here.
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@@ -611,17 +586,6 @@ public class AccountDataExportController : Controller
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return sb.ToString();
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}
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/// <summary>Column names match <c>ShopWorkerImportDto</c> exactly so the file can be re-imported.</summary>
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private async Task<string> BuildShopWorkersCsv(int companyId)
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{
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var data = await FetchShopWorkersAsync(companyId);
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var sb = new StringBuilder();
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sb.AppendLine("Name,Role,Phone,Email,IsActive,Notes");
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foreach (var w in data)
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sb.AppendLine($"{CsvEscape(w.Name)},{w.Role},{CsvEscape(w.Phone)},{CsvEscape(w.Email)},{w.IsActive.ToString().ToLower()},{CsvEscape(w.Notes)}");
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return sb.ToString();
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}
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/// <summary>
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/// All users (active and inactive) are exported for completeness and compliance — mirrors
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/// the reasoning in <see cref="AddUsersSheet"/> and <see cref="FetchUsersAsync"/>.
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@@ -675,13 +639,13 @@ public class AccountDataExportController : Controller
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/// <summary>
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/// Returns the subset of selected sheet names reordered into the canonical export sequence
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/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → ShopWorkers → Users).
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/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → Users).
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/// Guarantees consistent file layout regardless of the order check-boxes were ticked on the form.
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/// Sheet names not in the canonical list are silently dropped.
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/// </summary>
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private static string[] OrderSheets(string[] sheets)
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{
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var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "ShopWorkers", "Users" };
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var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "Users" };
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return order.Where(sheets.Contains).ToArray();
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}
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@@ -756,7 +756,6 @@ public class CompanySettingsController : Controller
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var costs = company.OperatingCosts;
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var ovens = (await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive)).OrderBy(o => o.DisplayOrder).ToList();
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var workers = (await _unitOfWork.ShopWorkers.FindAsync(w => w.IsActive)).ToList();
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var coatingCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsCoating)).ToList();
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var sb = new System.Text.StringBuilder();
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@@ -783,8 +782,7 @@ public class CompanySettingsController : Controller
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ShopCapabilityTier.Large => "high-volume",
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_ => "small"
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};
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sb.AppendLine($"We are a {tierLabel} operation" +
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(workers.Count > 0 ? $" with {workers.Count} active shop worker{(workers.Count == 1 ? "" : "s")}." : "."));
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sb.AppendLine($"We are a {tierLabel} operation.");
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}
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// Ovens
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@@ -827,32 +825,6 @@ public class CompanySettingsController : Controller
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sb.AppendLine($"Powder categories we stock: {string.Join(", ", catNames)}.");
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}
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// Worker roles
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if (workers.Any())
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{
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var roles = workers
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.Select(w => w.Role)
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.Distinct()
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.Select(r => r switch
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{
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ShopWorkerRole.Sandblaster => "sandblasting",
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ShopWorkerRole.Coater => "powder coating",
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ShopWorkerRole.Masker => "masking",
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ShopWorkerRole.QualityControl => "quality control",
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ShopWorkerRole.OvenOperator => "oven operation",
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ShopWorkerRole.Supervisor => "supervision",
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ShopWorkerRole.Maintenance => "equipment maintenance",
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_ => "general labor"
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})
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.Distinct()
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.ToList();
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if (roles.Count > 1)
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{
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sb.AppendLine();
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sb.AppendLine($"Staff specialties on hand: {string.Join(", ", roles)}.");
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}
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}
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// Rates hint
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if (costs != null && costs.StandardLaborRate > 0)
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{
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@@ -2719,79 +2691,6 @@ public class CompanySettingsController : Controller
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// ── Role-Based Labor Rates ────────────────────────────────────────────────
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/// <summary>
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/// Returns the per-role hourly labor rates configured for the current company, keyed by
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/// <see cref="PowderCoating.Core.Enums.ShopWorkerRole"/> integer value. An empty list is returned
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/// (rather than a 404) when no rates have been configured yet, so the UI can render the rate grid
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/// without special-casing an empty state. The global multi-tenant filter on
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/// <c>ShopWorkerRoleCosts</c> ensures only this company's rates are returned.
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/// </summary>
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[HttpGet]
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public async Task<IActionResult> GetRoleCosts()
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{
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var companyId = _tenantContext.GetCurrentCompanyId();
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if (companyId == null) return Json(new List<object>());
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var rates = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value);
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var result = rates.Select(r => new { role = (int)r.Role, hourlyRate = r.HourlyRate }).ToList();
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return Json(result);
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}
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/// <summary>
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/// Upserts the per-role hourly labor rates for the current company. The operation handles three cases
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/// per rate in a single pass: (1) rate cleared (≤ 0) — soft-delete the existing record; (2) rate set
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/// but no existing record — insert new; (3) rate changed — update existing. This avoids full
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/// table replace semantics that could cause audit log noise or trigger unintended EF change-tracking.
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/// These rates are used by the pricing calculator when <c>UseRoleBasedLaborRates</c> is enabled in
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/// <c>CompanyOperatingCosts</c>.
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/// </summary>
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[HttpPost]
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public async Task<IActionResult> SaveRoleCosts([FromBody] List<SaveRoleCostDto> rates)
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{
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try
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{
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var companyId = _tenantContext.GetCurrentCompanyId();
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if (companyId == null) return Json(new { success = false, message = "No company found." });
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var existing = (await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value)).ToList();
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foreach (var dto in rates)
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{
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var record = existing.FirstOrDefault(r => (int)r.Role == dto.Role);
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if (dto.HourlyRate <= 0)
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{
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// Remove rate if cleared
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if (record != null)
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await _unitOfWork.ShopWorkerRoleCosts.SoftDeleteAsync(record.Id);
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}
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else if (record == null)
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{
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await _unitOfWork.ShopWorkerRoleCosts.AddAsync(new PowderCoating.Core.Entities.ShopWorkerRoleCost
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{
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CompanyId = companyId.Value,
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Role = (PowderCoating.Core.Enums.ShopWorkerRole)dto.Role,
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HourlyRate = dto.HourlyRate,
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CreatedAt = DateTime.UtcNow
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});
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}
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else
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{
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record.HourlyRate = dto.HourlyRate;
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record.UpdatedAt = DateTime.UtcNow;
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await _unitOfWork.ShopWorkerRoleCosts.UpdateAsync(record);
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}
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}
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await _unitOfWork.CompleteAsync();
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return Json(new { success = true });
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}
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catch (Exception ex)
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{
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_logger.LogError(ex, "Error saving role costs");
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return Json(new { success = false, message = "An error occurred saving role rates." });
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}
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}
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// ─── Stripe Connect ───────────────────────────────────────────────────────
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/// <summary>
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@@ -3055,7 +2954,6 @@ public class CompanySettingsController : Controller
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}
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public record SaveTemplateJsonRequest(int Id, string? Subject, string? Body);
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public record SaveRoleCostDto(int Role, decimal HourlyRate);
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public record SaveOnlinePaymentSettingsDto(
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OnlinePaymentSurchargeType SurchargeType,
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decimal SurchargeValue,
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@@ -226,11 +226,9 @@ public class CompanyUsersController : Controller
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/// Creates a new company user, enforcing the subscription user-count limit and a whitelist
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/// of valid <c>CompanyRole</c> values (preventing callers from submitting a null role to
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/// create a SuperAdmin-equivalent account). CompanyAdmin users automatically receive all
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/// per-feature permissions unless a SuperAdmin is explicitly customising them. Workers
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/// additionally get an auto-created <see cref="ShopWorker"/> record so they appear in job
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/// assignment dropdowns without a separate onboarding step. A legacy ASP.NET Identity role
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/// (Administrator / Manager / Employee / ReadOnly) is also assigned to satisfy policy
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/// checks that still reference the role system.
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/// per-feature permissions unless a SuperAdmin is explicitly customising them. A legacy
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/// ASP.NET Identity role (Administrator / Manager / Employee / ReadOnly) is also assigned
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/// to satisfy policy checks that still reference the role system.
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/// </summary>
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// POST: CompanyUsers/Create
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[HttpPost]
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@@ -351,27 +349,7 @@ public class CompanyUsersController : Controller
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await _userManager.AddToRoleAsync(user, legacyRole);
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// If Worker role, automatically create a ShopWorker record
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if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
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{
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var shopWorker = new ShopWorker
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{
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Name = user.FullName,
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Email = user.Email,
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Phone = user.PhoneNumber,
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IsActive = true,
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Notes = $"Auto-created from user account: {user.Email}",
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Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
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CompanyId = companyId!.Value
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};
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await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
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await _unitOfWork.CompleteAsync();
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_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
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}
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_logger.LogInformation("User {Email} created successfully by {Admin}",
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_logger.LogInformation("User {Email} created successfully by {Admin}",
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user.Email, User.Identity?.Name);
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TempData["Success"] = $"User '{user.FullName}' created successfully.";
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@@ -441,6 +419,7 @@ public class CompanyUsersController : Controller
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CompanyRole = user.CompanyRole ?? AppConstants.CompanyRoles.Viewer,
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Department = user.Department,
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Position = user.Position,
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LaborCostPerHour = user.LaborCostPerHour,
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Phone = user.PhoneNumber,
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IsActive = user.IsActive,
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HireDate = user.HireDate,
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@@ -479,11 +458,9 @@ public class CompanyUsersController : Controller
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/// Saves changes to an existing company user. Validates company isolation and role whitelist
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/// (same checks as <see cref="Edit(string, string)"/>). Prevents two dangerous deactivation
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/// scenarios: a user deactivating themselves, and deactivating the last active CompanyAdmin
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/// for a company (which would lock out the tenant). When the role changes to Worker and no
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/// matching <see cref="ShopWorker"/> record exists, one is created automatically; if one
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/// already exists, its name, email, and active status are kept in sync. Email changes are
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/// applied via <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so
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/// Identity's own normalisation logic runs correctly.
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/// for a company (which would lock out the tenant). Email changes are applied via
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/// <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so Identity's own
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/// normalisation logic runs correctly.
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/// </summary>
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// POST: CompanyUsers/Edit/id
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[HttpPost]
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@@ -596,6 +573,7 @@ public class CompanyUsersController : Controller
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user.CompanyRole = model.CompanyRole;
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user.Department = model.Department;
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user.Position = model.Position;
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user.LaborCostPerHour = model.LaborCostPerHour;
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user.PhoneNumber = model.Phone;
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user.IsActive = model.IsActive;
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user.HireDate = model.HireDate;
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@@ -632,60 +610,7 @@ public class CompanyUsersController : Controller
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user.Id, oldEmail, model.Email, User.Identity?.Name);
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}
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// If role changed to Worker, ensure ShopWorker record exists
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if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
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{
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// Search by oldEmail so we find the record even when the email just changed
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var lookupEmail = emailChanged ? oldEmail : user.Email;
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var existingShopWorker = (await _unitOfWork.ShopWorkers.FindAsync(
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sw => sw.Email == lookupEmail && sw.CompanyId == user.CompanyId)).ToList();
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if (!existingShopWorker.Any())
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{
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var shopWorker = new ShopWorker
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{
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Name = user.FullName,
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Email = user.Email,
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Phone = user.PhoneNumber,
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IsActive = user.IsActive,
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Notes = $"Auto-created from user account: {user.Email}",
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Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
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CompanyId = user.CompanyId
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};
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await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
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await _unitOfWork.CompleteAsync();
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_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
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}
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else
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{
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// Update existing ShopWorker to ensure it's active
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var shopWorker = existingShopWorker.First();
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var shopWorkerDirty = false;
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if (!shopWorker.IsActive && user.IsActive)
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{
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shopWorker.IsActive = true;
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shopWorkerDirty = true;
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_logger.LogInformation("ShopWorker record reactivated for user {Email}", user.Email);
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}
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if (emailChanged && shopWorker.Email == oldEmail)
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{
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shopWorker.Email = user.Email;
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shopWorkerDirty = true;
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}
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shopWorker.Name = user.FullName;
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shopWorker.Phone = user.PhoneNumber;
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if (shopWorkerDirty)
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await _unitOfWork.CompleteAsync();
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}
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}
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_logger.LogInformation("User {Email} updated successfully by {Admin}",
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_logger.LogInformation("User {Email} updated successfully by {Admin}",
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user.Email, User.Identity?.Name);
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TempData["Success"] = "User updated successfully.";
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@@ -122,7 +122,6 @@ public class DataExportController : Controller
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case "Inventory": await AddInventorySheet(package, companyId, headerColor); break;
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case "Equipment": await AddEquipmentSheet(package, companyId, headerColor); break;
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case "Vendors": await AddVendorsSheet(package, companyId, headerColor); break;
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case "ShopWorkers": await AddShopWorkersSheet(package, companyId, headerColor); break;
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case "Users": await AddUsersSheet(package, companyId, headerColor); break;
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}
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}
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@@ -172,7 +171,6 @@ public class DataExportController : Controller
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case "Inventory": WriteCsvEntry(zip, "Inventory.csv", await BuildInventoryCsv(companyId)); break;
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case "Equipment": WriteCsvEntry(zip, "Equipment.csv", await BuildEquipmentCsv(companyId)); break;
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case "Vendors": WriteCsvEntry(zip, "Vendors.csv", await BuildVendorsCsv(companyId)); break;
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case "ShopWorkers": WriteCsvEntry(zip, "ShopWorkers.csv", await BuildShopWorkersCsv(companyId)); break;
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case "Users": WriteCsvEntry(zip, "Users.csv", await BuildUsersCsv(companyId)); break;
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}
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}
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@@ -441,38 +439,6 @@ public class DataExportController : Controller
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AutoFit(ws, headers.Length);
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}
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/// <summary>
|
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/// Adds a "Shop Workers" worksheet with one row per non-deleted shop worker for the
|
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/// specified company. <c>Role.ToString()</c> converts the enum to a string; the view
|
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/// typically formats these with spaces (e.g. "QualityControl" → "Quality Control") but the
|
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/// raw enum name is used here so the export value is round-trip parseable.
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/// </summary>
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private async Task AddShopWorkersSheet(ExcelPackage pkg, int companyId, Color hdr)
|
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{
|
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var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
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.Where(w => w.CompanyId == companyId && !w.IsDeleted)
|
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.OrderBy(w => w.Name)
|
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.ToListAsync();
|
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var ws = pkg.Workbook.Worksheets.Add("Shop Workers");
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var headers = new[] { "ID", "Name", "Role", "Phone", "Email", "Active", "Notes" };
|
||||
WriteHeader(ws, headers, hdr);
|
||||
|
||||
for (int i = 0; i < data.Count; i++)
|
||||
{
|
||||
var r = i + 2;
|
||||
var w = data[i];
|
||||
ws.Cells[r, 1].Value = w.Id;
|
||||
ws.Cells[r, 2].Value = w.Name;
|
||||
ws.Cells[r, 3].Value = w.Role.ToString();
|
||||
ws.Cells[r, 4].Value = w.Phone;
|
||||
ws.Cells[r, 5].Value = w.Email;
|
||||
ws.Cells[r, 6].Value = w.IsActive ? "Yes" : "No";
|
||||
ws.Cells[r, 7].Value = w.Notes;
|
||||
}
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds an "Invoices" worksheet with one row per non-deleted invoice for the specified company.
|
||||
/// The customer navigation is eagerly loaded so the customer name can be rendered; when a
|
||||
@@ -687,21 +653,6 @@ public class DataExportController : Controller
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the shop workers CSV string for the specified company, ordered alphabetically by name.
|
||||
/// Column names match <see cref="ShopWorkerImportDto"/> exactly so the file can be re-imported.
|
||||
/// </summary>
|
||||
private async Task<string> BuildShopWorkersCsv(int companyId)
|
||||
{
|
||||
var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted).OrderBy(w => w.Name).ToListAsync();
|
||||
var sb = new StringBuilder();
|
||||
sb.AppendLine("Name,Role,Phone,Email,IsActive,Notes");
|
||||
foreach (var w in data)
|
||||
sb.AppendLine($"{CsvEscape(w.Name)},{w.Role},{CsvEscape(w.Phone)},{CsvEscape(w.Email)},{w.IsActive.ToString().ToLower()},{CsvEscape(w.Notes)}");
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the users CSV string for the specified company, ordered by last name.
|
||||
/// Like <see cref="AddUsersSheet"/>, the <c>IsDeleted</c> filter is intentionally omitted
|
||||
@@ -769,7 +720,7 @@ public class DataExportController : Controller
|
||||
/// <param name="sheets">Raw sheet names from the form POST.</param>
|
||||
private static string[] OrderSheets(string[] sheets)
|
||||
{
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "ShopWorkers", "Users" };
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "Users" };
|
||||
return order.Where(sheets.Contains).ToArray();
|
||||
}
|
||||
|
||||
|
||||
@@ -175,7 +175,6 @@ public class DataPurgeController : Controller
|
||||
stats.Add(await Stat("Equipment", "Equipment", "bi-tools", "Inventory & Ops", _db.Equipment.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("MaintenanceRecords","Maintenance Records", "bi-wrench", "Inventory & Ops", _db.MaintenanceRecords.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("Vendors", "Vendors", "bi-truck", "Inventory & Ops", _db.Vendors.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("ShopWorkers", "Shop Workers", "bi-person-badge","Inventory & Ops", _db.ShopWorkers.Where(e => e.IsDeleted)));
|
||||
|
||||
return stats;
|
||||
}
|
||||
@@ -204,7 +203,6 @@ public class DataPurgeController : Controller
|
||||
"Equipment" => await QueryCount(_db.Equipment, cutoff),
|
||||
"MaintenanceRecords" => await QueryCount(_db.MaintenanceRecords, cutoff),
|
||||
"Vendors" => await QueryCount(_db.Vendors, cutoff),
|
||||
"ShopWorkers" => await QueryCount(_db.ShopWorkers, cutoff),
|
||||
_ => (0, null)
|
||||
};
|
||||
}
|
||||
@@ -324,11 +322,6 @@ public class DataPurgeController : Controller
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
case "ShopWorkers":
|
||||
count = await _db.ShopWorkers.IgnoreQueryFilters()
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
default:
|
||||
return 0;
|
||||
}
|
||||
|
||||
@@ -38,14 +38,6 @@ namespace PowderCoating.Web.Controllers
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Shop Workers help article describing roles, assignment to jobs, and maintenance tasks.
|
||||
/// </summary>
|
||||
public IActionResult ShopWorkers()
|
||||
{
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Equipment help article explaining the equipment status lifecycle and maintenance scheduling.
|
||||
/// </summary>
|
||||
|
||||
@@ -3368,8 +3368,7 @@ public class JobsController : Controller
|
||||
public async Task<IActionResult> GetTimeEntries(int jobId)
|
||||
{
|
||||
var entries = await _unitOfWork.JobTimeEntries.FindAsync(
|
||||
e => e.JobId == jobId, false,
|
||||
e => e.Worker); // Worker nav loaded for display of legacy entries that pre-date user migration
|
||||
e => e.JobId == jobId, false);
|
||||
var dtos = _mapper.Map<List<JobTimeEntryDto>>(entries.OrderByDescending(e => e.WorkDate).ToList());
|
||||
return Json(dtos);
|
||||
}
|
||||
@@ -3823,15 +3822,24 @@ public class JobsController : Controller
|
||||
|
||||
// Operating costs for fallback labor rate and oven rate
|
||||
var opCosts = (await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId)).FirstOrDefault();
|
||||
var fallbackLaborRate = opCosts?.StandardLaborRate ?? 0m;
|
||||
var effectiveOvenMinutes = (opCosts?.DefaultOvenCycleMinutes > 0 ? (int?)opCosts!.DefaultOvenCycleMinutes : null) ?? 45;
|
||||
var defaultOvenCycleHours = effectiveOvenMinutes / 60.0m;
|
||||
|
||||
// Role cost rates map: role → hourly rate
|
||||
var roleCosts = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId);
|
||||
var roleCostMap = roleCosts.ToDictionary(r => r.Role, r => r.HourlyRate);
|
||||
// Labor cost rate priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
var companyLaborCostRate = opCosts?.LaborCostPerHour ?? ((opCosts?.StandardLaborRate ?? 0m) * 0.20m);
|
||||
var companyUsers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.LaborCostPerHour != null)
|
||||
.Select(u => new { u.Id, u.LaborCostPerHour })
|
||||
.ToListAsync();
|
||||
var userLaborCostMap = companyUsers.ToDictionary(u => u.Id, u => u.LaborCostPerHour!.Value);
|
||||
|
||||
// 1. Powder / Material cost
|
||||
// Priority: PowderUsageLog actuals (sum per coat) > coat.ActualPowderUsedLbs > coat.PowderToOrder (estimated)
|
||||
var usageLogs = await _unitOfWork.PowderUsageLogs.FindAsync(u => u.JobId == jobId);
|
||||
var actualByCoat = usageLogs
|
||||
.GroupBy(u => u.JobItemCoatId)
|
||||
.ToDictionary(g => g.Key, g => g.Sum(u => u.ActualLbsUsed));
|
||||
|
||||
decimal powderCost = 0m;
|
||||
var powderLines = new List<object>();
|
||||
bool hasCoatsWithRateButNoQty = false;
|
||||
@@ -3839,7 +3847,19 @@ public class JobsController : Controller
|
||||
{
|
||||
foreach (var coat in item.Coats)
|
||||
{
|
||||
var lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
bool isActual;
|
||||
decimal lbs;
|
||||
if (actualByCoat.TryGetValue(coat.Id, out var loggedLbs) && loggedLbs > 0)
|
||||
{
|
||||
lbs = loggedLbs;
|
||||
isActual = true;
|
||||
}
|
||||
else
|
||||
{
|
||||
lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue;
|
||||
}
|
||||
|
||||
var costPerLb = coat.PowderCostPerLb ?? 0m;
|
||||
var lineCost = lbs * costPerLb;
|
||||
powderCost += lineCost;
|
||||
@@ -3850,7 +3870,7 @@ public class JobsController : Controller
|
||||
lbs = Math.Round(lbs, 3),
|
||||
costPerLb = Math.Round(costPerLb, 4),
|
||||
total = Math.Round(lineCost, 2),
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue
|
||||
isActual
|
||||
});
|
||||
}
|
||||
else if (costPerLb > 0 && lbs == 0)
|
||||
@@ -3862,20 +3882,23 @@ public class JobsController : Controller
|
||||
}
|
||||
|
||||
// 2. Labor cost
|
||||
// Priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
decimal laborCost = 0m;
|
||||
var laborLines = new List<object>();
|
||||
foreach (var entry in job.TimeEntries)
|
||||
{
|
||||
var rate = entry.Worker != null && roleCostMap.TryGetValue(entry.Worker.Role, out var r) ? r : fallbackLaborRate;
|
||||
bool usingPerUser = entry.UserId != null && userLaborCostMap.TryGetValue(entry.UserId, out _);
|
||||
var rate = usingPerUser
|
||||
? userLaborCostMap[entry.UserId!]
|
||||
: companyLaborCostRate;
|
||||
var lineCost = entry.HoursWorked * rate;
|
||||
laborCost += lineCost;
|
||||
laborLines.Add(new {
|
||||
worker = entry.Worker?.Name ?? "Unknown",
|
||||
role = entry.Worker != null ? System.Text.RegularExpressions.Regex.Replace(entry.Worker.Role.ToString(), "([a-z])([A-Z])", "$1 $2") : "",
|
||||
worker = entry.UserDisplayName ?? "Unknown",
|
||||
hours = entry.HoursWorked,
|
||||
rate = Math.Round(rate, 2),
|
||||
total = Math.Round(lineCost, 2),
|
||||
usingFallback = entry.Worker == null || !roleCostMap.ContainsKey(entry.Worker.Role),
|
||||
usingFallback = !usingPerUser,
|
||||
stage = entry.Stage,
|
||||
workDate = entry.WorkDate.ToString("MM/dd/yyyy")
|
||||
});
|
||||
@@ -3949,7 +3972,7 @@ public class JobsController : Controller
|
||||
grossMargin,
|
||||
quotedMargin,
|
||||
quotedPrice = Math.Round(job.QuotedPrice, 2),
|
||||
fallbackLaborRate,
|
||||
companyLaborCostRate,
|
||||
powderLines,
|
||||
laborLines,
|
||||
hasPowderData = powderLines.Count > 0,
|
||||
|
||||
@@ -911,7 +911,7 @@ public class ToolsController : Controller
|
||||
/// <c>CompanyId</c> provides the multi-tenant isolation that global query filters would
|
||||
/// normally enforce for other entity types.
|
||||
/// </summary>
|
||||
// GET: Tools/GetShopWorkers - For randomizer wheel
|
||||
// GET: Tools/GetShopWorkers - Returns active company users for randomizer wheel
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetShopWorkers()
|
||||
{
|
||||
|
||||
@@ -1219,7 +1219,6 @@ public static class HelpKnowledgeBase
|
||||
- [Accounts Payable](/Help/AccountsPayable)
|
||||
- [Equipment & Maintenance](/Help/Equipment)
|
||||
- [Vendors](/Help/Vendors)
|
||||
- [Shop Workers](/Help/ShopWorkers)
|
||||
- [Reports](/Help/Reports)
|
||||
- [Settings](/Help/Settings)
|
||||
- [User Profile](/Help/UserProfile)
|
||||
|
||||
@@ -270,8 +270,7 @@ builder.Services.AddSingleton<IMapper>(sp =>
|
||||
cfg.AddProfile(new InventoryProfile());
|
||||
cfg.AddProfile(new EquipmentProfile());
|
||||
cfg.AddProfile(new MaintenanceProfile());
|
||||
cfg.AddProfile(new ShopWorkerProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new VendorProfile());
|
||||
cfg.AddProfile(new LookupProfile());
|
||||
cfg.AddProfile(new AppointmentProfile());
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@{
|
||||
ViewData["Title"] = "Company Settings";
|
||||
ViewData["PageIcon"] = "bi-building";
|
||||
@@ -375,6 +375,18 @@
|
||||
<input type="number" step="0.01" class="form-control" id="standardLaborRate" name="StandardLaborRate" value="@(Model.OperatingCosts?.StandardLaborRate ?? 0)" min="0" max="10000" required>
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<small class="text-muted">Billing rate used in quotes and pricing</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<div class="mb-3">
|
||||
<label for="laborCostPerHour" class="form-label">Shop Labor Cost Rate</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" step="0.01" class="form-control" id="laborCostPerHour" name="LaborCostPerHour" value="@(Model.OperatingCosts?.LaborCostPerHour?.ToString() ?? "")" min="0" max="10000" placeholder="@(((Model.OperatingCosts?.StandardLaborRate ?? 0) * 0.20m).ToString("0.00"))">
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<small class="text-muted">Actual wage cost for job costing & profit display only — never shown to customers. Leave blank to default to 20% of billing rate.</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
@@ -516,35 +528,6 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Role-Based Labor Rates -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-4">Role-Based Labor Cost Rates
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Role-Based Labor Cost Rates"
|
||||
data-bs-content="Set an optional cost rate per worker role for job profitability calculations. These are your <strong>internal cost rates</strong> (what you pay), not what you bill customers. If a rate is left blank, the <strong>Standard Labor Rate</strong> above is used as the fallback.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<p class="text-muted small">Used for job costing only — not shown to customers. Leave blank to use the Standard Labor Rate.</p>
|
||||
<div class="table-responsive mb-3">
|
||||
<table class="table table-sm align-middle" id="roleCostTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Role</th>
|
||||
<th style="width:180px;">Cost Rate / hr</th>
|
||||
<th style="width:140px;" class="text-muted small">Fallback if blank</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="roleCostBody">
|
||||
<tr><td colspan="3" class="text-center text-muted py-2"><div class="spinner-border spinner-border-sm me-2"></div>Loading...</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-primary" onclick="saveRoleCosts()">
|
||||
<i class="bi bi-floppy me-1"></i>Save Labor Rates
|
||||
</button>
|
||||
<span id="roleCostSaveStatus" class="ms-2 small"></span>
|
||||
|
||||
<!-- Pricing & Overhead -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-4">Pricing & Profit
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
@@ -2949,76 +2932,6 @@
|
||||
loadOvenCosts();
|
||||
});
|
||||
|
||||
// Reload role costs whenever the Operating Costs tab is shown
|
||||
document.getElementById('operating-costs-tab')?.addEventListener('shown.bs.tab', () => {
|
||||
loadRoleCosts();
|
||||
});
|
||||
|
||||
// If Equipment Profile tab is already active on page load, load immediately
|
||||
if (document.getElementById('quoting-calibration')?.classList.contains('show')) {
|
||||
loadOvenCosts();
|
||||
}
|
||||
|
||||
// If Operating Costs tab is already active on page load, load role costs immediately
|
||||
if (document.getElementById('operating-costs')?.classList.contains('show')) {
|
||||
loadRoleCosts();
|
||||
}
|
||||
|
||||
// ── Role-Based Labor Cost Rates ────────────────────────────────────────
|
||||
const ROLE_NAMES = ['General Labor','Sandblaster','Coater','Masker','Quality Control','Oven Operator','Supervisor','Maintenance'];
|
||||
|
||||
async function loadRoleCosts() {
|
||||
const resp = await fetch('/CompanySettings/GetRoleCosts');
|
||||
const saved = await resp.json(); // [{role, hourlyRate}]
|
||||
const rateMap = {};
|
||||
saved.forEach(r => rateMap[r.role] = r.hourlyRate);
|
||||
|
||||
const fallbackEl = document.getElementById('standardLaborRate');
|
||||
const fallback = fallbackEl ? `$${parseFloat(fallbackEl.value || 0).toFixed(2)}/hr` : 'Standard Rate';
|
||||
|
||||
const tbody = document.getElementById('roleCostBody');
|
||||
tbody.innerHTML = ROLE_NAMES.map((name, i) => `
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">${name}</span></td>
|
||||
<td>
|
||||
<div class="input-group input-group-sm">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" step="0.01" min="0" max="999"
|
||||
class="form-control role-cost-input"
|
||||
data-role="${i}"
|
||||
value="${rateMap[i] > 0 ? rateMap[i] : ''}"
|
||||
placeholder="(use default)">
|
||||
</div>
|
||||
</td>
|
||||
<td class="text-muted small">${fallback}</td>
|
||||
</tr>`).join('');
|
||||
}
|
||||
|
||||
async function saveRoleCosts() {
|
||||
const inputs = document.querySelectorAll('.role-cost-input');
|
||||
const rates = Array.from(inputs).map(el => ({
|
||||
role: parseInt(el.dataset.role),
|
||||
hourlyRate: parseFloat(el.value) || 0
|
||||
}));
|
||||
const statusEl = document.getElementById('roleCostSaveStatus');
|
||||
statusEl.textContent = 'Saving...';
|
||||
statusEl.className = 'ms-2 small text-muted';
|
||||
const resp = await fetch('/CompanySettings/SaveRoleCosts', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json', 'RequestVerificationToken': document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '' },
|
||||
body: JSON.stringify(rates)
|
||||
});
|
||||
const result = await resp.json();
|
||||
if (result.success) {
|
||||
statusEl.textContent = '✓ Saved';
|
||||
statusEl.className = 'ms-2 small text-success';
|
||||
setTimeout(() => statusEl.textContent = '', 3000);
|
||||
} else {
|
||||
statusEl.textContent = result.message || 'Error saving';
|
||||
statusEl.className = 'ms-2 small text-danger';
|
||||
}
|
||||
}
|
||||
|
||||
// ── Quote PDF Template ──────────────────────────────────────────────
|
||||
function syncColorPicker(hex) {
|
||||
if (/^#[0-9A-Fa-f]{6}$/.test(hex)) {
|
||||
|
||||
@@ -106,6 +106,16 @@
|
||||
<input asp-for="Position" class="form-control" />
|
||||
<span asp-validation-for="Position" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="LaborCostPerHour" class="form-label">Labor Cost Rate</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="LaborCostPerHour" type="number" step="0.01" min="0" max="10000" class="form-control" placeholder="Use company default" />
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<span asp-validation-for="LaborCostPerHour" class="text-danger"></span>
|
||||
<small class="text-muted">Used for internal job costing only — never shown to customers. Overrides the company default when set. Leave blank to use the shop-wide rate.</small>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="HireDate" class="form-label">Hire Date</label>
|
||||
<input asp-for="HireDate" class="form-control" type="date" />
|
||||
|
||||
@@ -189,22 +189,6 @@
|
||||
<!-- Shop Management -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Shop Management</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-info bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-person-badge text-info fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Shop Workers</h5>
|
||||
<p class="card-text text-muted small mb-2">Add floor staff, assign roles like Coater or Sandblaster, and link workers to jobs and maintenance tasks.</p>
|
||||
<a asp-controller="Help" asp-action="ShopWorkers" class="btn btn-sm btn-outline-info">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
|
||||
@@ -1,226 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Shop Workers";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Shop Workers</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Shop Workers are the people who do the hands-on work in your facility — sandblasters, coaters,
|
||||
maskers, oven operators, and supervisors. Adding your workers to the system lets you assign them
|
||||
to jobs and maintenance tasks, giving you a clear picture of who is working on what at any time.
|
||||
</p>
|
||||
<p>
|
||||
Shop Workers are separate from system user accounts. A worker does not need to log into the
|
||||
system — they are simply a record that can be assigned to work. If a worker also needs to log
|
||||
in and update job statuses themselves, an Administrator can create a linked user account for
|
||||
them with the <em>Shop Floor</em> role.
|
||||
</p>
|
||||
<p>
|
||||
Find Shop Workers under <strong>Operations › Shop Workers</strong> in the sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="adding-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-plus text-primary me-2"></i>Adding a Worker
|
||||
</h2>
|
||||
<p>To add a new shop worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Shop Workers</strong> and click <strong>New Worker</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the worker's details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Name</strong> — the worker's full name as it should appear on job assignments.</li>
|
||||
<li><strong>Role</strong> — select the role that best describes their primary function (see below).</li>
|
||||
<li><strong>Phone</strong> — optional, useful for supervisors to have on file.</li>
|
||||
<li><strong>Email</strong> — optional, used if the worker also has a system login.</li>
|
||||
<li><strong>Notes</strong> — any relevant information, such as certifications, shift preferences, or specialties.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Ensure <strong>Active</strong> is checked (it is on by default).</li>
|
||||
<li class="mb-2">Click <strong>Save Worker</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Once saved, the worker will appear in the assignment dropdowns on the Job Create and Edit forms.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="worker-roles" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tags text-primary me-2"></i>Worker Roles
|
||||
</h2>
|
||||
<p>
|
||||
Each worker is assigned one of the following roles. The role is a label — it helps you pick the
|
||||
right person for a job but does not restrict what a worker can be assigned to.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:25%">Role</th>
|
||||
<th>Description</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">General Labor</span></td>
|
||||
<td>
|
||||
Versatile workers who assist across multiple areas of the shop — loading and unloading,
|
||||
racking parts, clean-up, and general support tasks. Not specialized in a single process.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Sandblaster</span></td>
|
||||
<td>
|
||||
Operates the sandblasting or media-blasting equipment to prepare metal surfaces for
|
||||
coating. Responsible for achieving the correct surface profile and ensuring all rust,
|
||||
paint, and contamination is removed.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Coater</span></td>
|
||||
<td>
|
||||
Applies powder coating using an electrostatic spray gun. Responsible for even coverage,
|
||||
correct mil thickness, and minimizing overspray and waste. Often the most skilled
|
||||
technical role on the floor.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Masker</span></td>
|
||||
<td>
|
||||
Applies masking tape, plugs, and caps to protect threads, bearing surfaces, and areas
|
||||
that must not be coated. Attention to detail is critical — missed masking means rework.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Quality Control</span></td>
|
||||
<td>
|
||||
Inspects finished parts for adhesion, color consistency, coverage, and surface defects
|
||||
before the job is marked as complete. May also handle pre-coat inspection after
|
||||
sandblasting.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Oven Operator</span></td>
|
||||
<td>
|
||||
Loads parts into the curing oven, sets correct temperatures and cure times for the
|
||||
powder being used, monitors the cure cycle, and unloads parts safely after cooling.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-dark">Supervisor</span></td>
|
||||
<td>
|
||||
Oversees day-to-day shop floor operations, assigns tasks to other workers, ensures
|
||||
jobs are progressing on schedule, and handles escalations. May also handle customer
|
||||
communication for production updates.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Maintenance</span></td>
|
||||
<td>
|
||||
Responsible for keeping equipment running — performing scheduled preventive maintenance,
|
||||
troubleshooting breakdowns, and coordinating with external service technicians when
|
||||
needed.
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="assigning-to-jobs" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-briefcase text-primary me-2"></i>Assigning Workers to Jobs
|
||||
</h2>
|
||||
<p>
|
||||
Each job can have one worker assigned to it as the primary responsible person. This is the
|
||||
worker who owns the job from start to finish — typically a coater or supervisor.
|
||||
</p>
|
||||
<p>To assign a worker when creating or editing a job:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the job's Create or Edit form.</li>
|
||||
<li class="mb-1">Scroll down to the <strong>Assignment</strong> section.</li>
|
||||
<li class="mb-1">Select a worker from the <strong>Assigned Worker</strong> dropdown. Only active workers are listed.</li>
|
||||
<li class="mb-1">Save the job.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The assigned worker's name appears on the job list view, on the job detail page, and in any
|
||||
reports filtered by worker.
|
||||
</p>
|
||||
<p>
|
||||
Workers can also be assigned to <strong>maintenance tasks</strong> on equipment. See the
|
||||
<a asp-controller="Help" asp-action="Equipment" class="text-decoration-none">Equipment & Maintenance</a>
|
||||
help page for details.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker you want to assign does not appear in the dropdown, check that their record is
|
||||
marked as <strong>Active</strong>. Inactive workers are hidden from assignment lists.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="deactivating-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-dash text-primary me-2"></i>Deactivating a Worker
|
||||
</h2>
|
||||
<p>
|
||||
When a worker leaves the shop or is no longer available for assignment, deactivate their record
|
||||
rather than deleting it. Deactivating preserves the history of all jobs they were assigned to,
|
||||
while removing them from the active assignment dropdowns so they cannot be accidentally selected
|
||||
for new work.
|
||||
</p>
|
||||
<p>To deactivate a worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the worker's Details or Edit page.</li>
|
||||
<li class="mb-1">Uncheck the <strong>Active</strong> checkbox.</li>
|
||||
<li class="mb-1">Click <strong>Save</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Alternatively, use the <strong>Delete</strong> button on the Details page to perform a soft
|
||||
delete, which has the same effect.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker currently has open jobs assigned to them, reassign those jobs first before
|
||||
deactivating the worker — so the jobs remain clearly owned and nothing falls through the cracks.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-a-worker">Adding a Worker</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#worker-roles">Worker Roles</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#assigning-to-jobs">Assigning to Jobs</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-worker">Deactivating a Worker</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -65,11 +65,7 @@
|
||||
<div class="px-3 pt-2 pb-1">
|
||||
<span class="text-muted text-uppercase" style="font-size:.65rem; letter-spacing:.07em; font-weight:600;">Shop Management</span>
|
||||
</div>
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "ShopWorkers" ? "active fw-semibold text-primary" : "text-body")"
|
||||
asp-controller="Help" asp-action="ShopWorkers">
|
||||
<i class="bi bi-person-badge"></i> Shop Workers
|
||||
</a>
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "Equipment" ? "active fw-semibold text-primary" : "text-body")"
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "Equipment" ? "active fw-semibold text-primary" : "text-body")"
|
||||
asp-controller="Help" asp-action="Equipment">
|
||||
<i class="bi bi-tools"></i> Equipment & Maintenance
|
||||
</a>
|
||||
|
||||
@@ -1067,8 +1067,7 @@
|
||||
var hasEquipment = User.HasClaim("Permission", "ManageEquipment") || User.IsInRole("SuperAdmin");
|
||||
var hasMaintenance = User.HasClaim("Permission", "ManageMaintenance") || User.IsInRole("SuperAdmin");
|
||||
var hasFinance = _isAdminOrManager || User.HasClaim("Permission", "ManageFinance");
|
||||
var hasShopWorkers = _isAdminOrManager || User.HasClaim("Permission", "ManageShopWorkers");
|
||||
var hasReports = _isAdminOrManager || User.HasClaim("Permission", "ViewReports");
|
||||
var hasReports = _isAdminOrManager || User.HasClaim("Permission", "ViewReports");
|
||||
var showOperations = hasCustomers || hasQuotes || hasInvoices || hasJobs || hasCalendar;
|
||||
var showInventorySection = hasInventory || hasVendors;
|
||||
var showEquipmentSection = hasEquipment || hasMaintenance;
|
||||
|
||||
@@ -12,8 +12,7 @@ document.addEventListener('DOMContentLoaded', function () {
|
||||
setupCsvImportForm('csvImportMaintenanceForm', 'csvMaintenanceFile', 'csvImportMaintenanceBtn', '/Tools/CsvImportMaintenance', 'csvMaintenanceResults');
|
||||
setupCsvImportForm('csvImportSettingsForm', 'csvSettingsFile', 'csvImportSettingsBtn', '/Tools/CsvImportCompanySettings', 'csvSettingsResults');
|
||||
setupCsvImportForm('csvImportVendorsForm', 'csvVendorsFile', 'csvImportVendorsBtn', '/Tools/CsvImportVendors', 'csvVendorsResults');
|
||||
setupCsvImportForm('csvImportShopWorkersForm', 'csvShopWorkersFile', 'csvImportShopWorkersBtn', '/Tools/CsvImportShopWorkers', 'csvShopWorkersResults');
|
||||
setupCsvImportForm('csvImportPrepServicesForm', 'csvPrepServicesFile', 'csvImportPrepServicesBtn', '/Tools/CsvImportPrepServices', 'csvPrepServicesResults');
|
||||
setupCsvImportForm('csvImportPrepServicesForm', 'csvPrepServicesFile', 'csvImportPrepServicesBtn', '/Tools/CsvImportPrepServices', 'csvPrepServicesResults');
|
||||
});
|
||||
|
||||
function setupCsvImportForm(formId, fileInputId, submitBtnId, actionUrl, resultsId) {
|
||||
|
||||
Reference in New Issue
Block a user