Add Custom Formula Item Templates with AI generation and wizard integration
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:
@@ -0,0 +1,38 @@
|
||||
namespace PowderCoating.Core.Entities;
|
||||
|
||||
/// <summary>
|
||||
/// A per-company reusable pricing formula template. Users define named input fields and an
|
||||
/// NCalc expression that produces either a fixed dollar amount (FixedRate) or a surface area
|
||||
/// in square feet (SurfaceAreaSqFt) that feeds the standard coatings pricing path.
|
||||
/// </summary>
|
||||
public class CustomItemTemplate : BaseEntity
|
||||
{
|
||||
public string Name { get; set; } = string.Empty;
|
||||
public string? Description { get; set; }
|
||||
|
||||
/// <summary>"FixedRate" or "SurfaceAreaSqFt" — controls which pricing path is used after evaluation.</summary>
|
||||
public string OutputMode { get; set; } = "FixedRate";
|
||||
|
||||
/// <summary>JSON array of field definitions: [{name, label, unit, defaultValue}]</summary>
|
||||
public string FieldsJson { get; set; } = "[]";
|
||||
|
||||
/// <summary>NCalc expression using field name slugs and the reserved variable 'rate'.</summary>
|
||||
public string Formula { get; set; } = string.Empty;
|
||||
|
||||
/// <summary>Default rate value populated into the quote wizard; user can override per quote.</summary>
|
||||
public decimal? DefaultRate { get; set; }
|
||||
|
||||
/// <summary>Display label for the rate field, e.g. "$/sq in" or "$/lb".</summary>
|
||||
public string? RateLabel { get; set; }
|
||||
|
||||
public string? Notes { get; set; }
|
||||
public int DisplayOrder { get; set; }
|
||||
public bool IsActive { get; set; } = true;
|
||||
|
||||
/// <summary>
|
||||
/// Optional reference diagram (shop drawing, sketch) stored in blob storage.
|
||||
/// Shown in the template editor and quote wizard so users know which measurements to take.
|
||||
/// Path format: {companyId}/{templateId}/diagram.{ext}
|
||||
/// </summary>
|
||||
public string? DiagramImagePath { get; set; }
|
||||
}
|
||||
@@ -52,6 +52,14 @@ public class JobItem : BaseEntity
|
||||
public int? AiPredictionId { get; set; }
|
||||
public virtual AiItemPrediction? AiPrediction { get; set; }
|
||||
|
||||
// Custom formula item — see IsCustomFormulaItem routing in PricingCalculationService
|
||||
public bool IsCustomFormulaItem { get; set; }
|
||||
public int? CustomItemTemplateId { get; set; }
|
||||
public virtual CustomItemTemplate? CustomItemTemplate { get; set; }
|
||||
|
||||
/// <summary>Snapshot of field name/value pairs used in the formula, stored as JSON for display on details views.</summary>
|
||||
public string? FormulaFieldValuesJson { get; set; }
|
||||
|
||||
// Relationships
|
||||
public virtual Job Job { get; set; } = null!;
|
||||
public virtual CatalogItem? CatalogItem { get; set; }
|
||||
|
||||
@@ -56,6 +56,14 @@ public class QuoteItem : BaseEntity
|
||||
public int? AiPredictionId { get; set; }
|
||||
public virtual AiItemPrediction? AiPrediction { get; set; }
|
||||
|
||||
// Custom formula item — see IsCustomFormulaItem routing in PricingCalculationService
|
||||
public bool IsCustomFormulaItem { get; set; }
|
||||
public int? CustomItemTemplateId { get; set; }
|
||||
public virtual CustomItemTemplate? CustomItemTemplate { get; set; }
|
||||
|
||||
/// <summary>Snapshot of field name/value pairs used in the formula, stored as JSON for display on details views.</summary>
|
||||
public string? FormulaFieldValuesJson { get; set; }
|
||||
|
||||
// Relationships
|
||||
public virtual Quote Quote { get; set; } = null!;
|
||||
public virtual CatalogItem? CatalogItem { get; set; }
|
||||
|
||||
Reference in New Issue
Block a user