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Add Custom Formula Item Templates with AI generation and wizard integration

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Introduces per-company reusable NCalc2 pricing formula templates for complex
fabricated items (roof curbs, enclosures, welded frames). Templates support
two output modes — FixedRate (formula yields a dollar amount) and SurfaceAreaSqFt
(formula yields sq ft fed into the standard coating engine). Includes:

- CustomItemTemplate entity, migration (AddCustomItemTemplates), IUnitOfWork repo
- IsCustomFormulaItem / CustomItemTemplateId / FormulaFieldValuesJson flags on
  QuoteItem, JobItem, CreateQuoteItemDto; mapped in all 3 JobItemAssemblyService
  overloads and all existingItemsData JSON projections + pageMeta blocks
- ICustomFormulaAiService / CustomFormulaAiService: Claude-powered formula
  generator (natural language + optional diagram image) and NCalc2 evaluator
- CompanySettings CRUD endpoints: GetCustomItemTemplates, Create/Update/Delete,
  UploadTemplateDiagram, TemplateDiagram (blob serve), EvaluateFormula, GenerateFormulaFromAi
- Company Settings "Custom Formulas" tab + cfModal + company-settings-custom-formulas.js
- item-wizard.js: formula item type card, renderFormulaFields, wzFormulaRecalc
  (live evaluate via POST), collectStep2 formula branch, buildCardHtml / emitHiddenFields
- Formula badge in Quotes/Details and Jobs/Details; AI badge gap fixed in Jobs/Details
- Help article (CustomFormulaTemplates.cshtml), Help Index card, HelpController action,
  HelpKnowledgeBase entry; 225/225 unit tests passing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-05-23 15:09:22 -04:00
parent e443457139
commit 1eba50cf0f
40 changed files with 12846 additions and 33 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Application/Services/JobItemAssemblyService.cs
+18 -3
View File
@@ -53,7 +53,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IncludePrepCost = source.IncludePrepCost,
Complexity = source.Complexity,
AiTags = source.AiTags,
AiPredictionId = source.AiPredictionId
AiPredictionId = source.AiPredictionId,
IsCustomFormulaItem = source.IsCustomFormulaItem,
CustomItemTemplateId = source.CustomItemTemplateId,
FormulaFieldValuesJson = source.FormulaFieldValuesJson
},
jobId,
companyId,
@@ -157,7 +160,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IncludePrepCost = source.IncludePrepCost,
Complexity = source.Complexity,
AiTags = source.AiTags,
AiPredictionId = source.AiPredictionId
AiPredictionId = source.AiPredictionId,
IsCustomFormulaItem = source.IsCustomFormulaItem,
CustomItemTemplateId = source.CustomItemTemplateId,
FormulaFieldValuesJson = source.FormulaFieldValuesJson
},
jobId,
companyId,
@@ -259,7 +265,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IncludePrepCost = source.IncludePrepCost,
Complexity = source.Complexity,
AiTags = source.AiTags,
AiPredictionId = source.AiPredictionId
AiPredictionId = source.AiPredictionId,
IsCustomFormulaItem = source.IsCustomFormulaItem,
CustomItemTemplateId = source.CustomItemTemplateId,
FormulaFieldValuesJson = source.FormulaFieldValuesJson
},
jobId,
companyId,
@@ -353,6 +362,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
Complexity = seed.Complexity,
AiTags = seed.AiTags,
AiPredictionId = seed.AiPredictionId,
IsCustomFormulaItem = seed.IsCustomFormulaItem,
CustomItemTemplateId = seed.CustomItemTemplateId,
FormulaFieldValuesJson = seed.FormulaFieldValuesJson,
CompanyId = companyId,
CreatedAt = createdAtUtc
};
@@ -480,6 +492,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
public string? Complexity { get; init; }
public string? AiTags { get; init; }
public int? AiPredictionId { get; init; }
public bool IsCustomFormulaItem { get; init; }
public int? CustomItemTemplateId { get; init; }
public string? FormulaFieldValuesJson { get; init; }
}
/// <summary>Intermediate value object for coat creation — see <see cref="JobItemSeed"/> for rationale.</summary>
src/PowderCoating.Application/Services/PricingCalculationService.cs
+18
View File
@@ -288,6 +288,24 @@ public class PricingCalculationService : IPricingCalculationService
};
}
// Custom formula items (FixedRate mode): the wizard evaluated the NCalc formula server-side
// and stored the result as ManualUnitPrice. Use it directly — no coating math.
// SurfaceAreaSqFt mode: ManualUnitPrice is null; the formula produced sqft which was stored
// in SurfaceAreaSqFt, so the item falls through to the standard calculated path below.
if (item.IsCustomFormulaItem && item.ManualUnitPrice.HasValue)
{
var total = item.ManualUnitPrice.Value * item.Quantity;
return new QuoteItemPricingResult
{
MaterialCost = 0,
LaborCost = 0,
EquipmentCost = 0,
ItemSubtotal = total,
UnitPrice = item.ManualUnitPrice.Value,
TotalPrice = total
};
}
// Sales items (off-the-shelf merchandise) — manual unit price, no coating calculation.
if (item.IsSalesItem && item.ManualUnitPrice.HasValue)
{
src/PowderCoating.Application/Services/QuotePricingAssemblyService.cs
+11
View File
@@ -130,6 +130,14 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
return;
}
if (itemDto.IsCustomFormulaItem && itemDto.ManualUnitPrice.HasValue)
{
item.UnitPrice = itemDto.ManualUnitPrice.Value;
item.TotalPrice = itemDto.ManualUnitPrice.Value * itemDto.Quantity;
_logger.LogInformation("Custom formula item (FixedRate) price: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
return;
}
if (itemDto.CatalogItemId.HasValue)
{
if (itemDto.Coats != null && itemDto.Coats.Any())
@@ -243,6 +251,9 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
IsAiItem = itemDto.IsAiItem,
AiTags = itemDto.AiTags,
AiPredictionId = itemDto.AiPredictionId,
IsCustomFormulaItem = itemDto.IsCustomFormulaItem,
CustomItemTemplateId = itemDto.CustomItemTemplateId,
FormulaFieldValuesJson = itemDto.FormulaFieldValuesJson,
CompanyId = companyId,
CreatedAt = createdAtUtc
};