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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.Infrastructure/Migrations/20260523153055_AddCustomItemTemplates.Designer.cs
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+10780
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src/PowderCoating.Infrastructure/Migrations/20260523153055_AddCustomItemTemplates.cs
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@@ -0,0 +1,197 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddCustomItemTemplates : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<int>(
name: "CustomItemTemplateId",
table: "QuoteItems",
type: "int",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "FormulaFieldValuesJson",
table: "QuoteItems",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<bool>(
name: "IsCustomFormulaItem",
table: "QuoteItems",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.AddColumn<int>(
name: "CustomItemTemplateId",
table: "JobItems",
type: "int",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "FormulaFieldValuesJson",
table: "JobItems",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<bool>(
name: "IsCustomFormulaItem",
table: "JobItems",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.CreateTable(
name: "CustomItemTemplates",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
Description = table.Column<string>(type: "nvarchar(max)", nullable: true),
OutputMode = table.Column<string>(type: "nvarchar(max)", nullable: false),
FieldsJson = table.Column<string>(type: "nvarchar(max)", nullable: false),
Formula = table.Column<string>(type: "nvarchar(max)", nullable: false),
DefaultRate = table.Column<decimal>(type: "decimal(18,2)", nullable: true),
RateLabel = table.Column<string>(type: "nvarchar(max)", nullable: true),
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
DisplayOrder = table.Column<int>(type: "int", nullable: false),
IsActive = table.Column<bool>(type: "bit", nullable: false),
DiagramImagePath = table.Column<string>(type: "nvarchar(max)", nullable: true),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_CustomItemTemplates", x => x.Id);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9869));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9876));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9878));
migrationBuilder.CreateIndex(
name: "IX_QuoteItems_CustomItemTemplateId",
table: "QuoteItems",
column: "CustomItemTemplateId");
migrationBuilder.CreateIndex(
name: "IX_JobItems_CustomItemTemplateId",
table: "JobItems",
column: "CustomItemTemplateId");
migrationBuilder.AddForeignKey(
name: "FK_JobItems_CustomItemTemplates_CustomItemTemplateId",
table: "JobItems",
column: "CustomItemTemplateId",
principalTable: "CustomItemTemplates",
principalColumn: "Id");
migrationBuilder.AddForeignKey(
name: "FK_QuoteItems_CustomItemTemplates_CustomItemTemplateId",
table: "QuoteItems",
column: "CustomItemTemplateId",
principalTable: "CustomItemTemplates",
principalColumn: "Id");
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropForeignKey(
name: "FK_JobItems_CustomItemTemplates_CustomItemTemplateId",
table: "JobItems");
migrationBuilder.DropForeignKey(
name: "FK_QuoteItems_CustomItemTemplates_CustomItemTemplateId",
table: "QuoteItems");
migrationBuilder.DropTable(
name: "CustomItemTemplates");
migrationBuilder.DropIndex(
name: "IX_QuoteItems_CustomItemTemplateId",
table: "QuoteItems");
migrationBuilder.DropIndex(
name: "IX_JobItems_CustomItemTemplateId",
table: "JobItems");
migrationBuilder.DropColumn(
name: "CustomItemTemplateId",
table: "QuoteItems");
migrationBuilder.DropColumn(
name: "FormulaFieldValuesJson",
table: "QuoteItems");
migrationBuilder.DropColumn(
name: "IsCustomFormulaItem",
table: "QuoteItems");
migrationBuilder.DropColumn(
name: "CustomItemTemplateId",
table: "JobItems");
migrationBuilder.DropColumn(
name: "FormulaFieldValuesJson",
table: "JobItems");
migrationBuilder.DropColumn(
name: "IsCustomFormulaItem",
table: "JobItems");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4300));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4313));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4315));
}
}
}
src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs
+111 -3
View File
@@ -2650,6 +2650,80 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("CreditMemoApplications");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomItemTemplate", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<decimal?>("DefaultRate")
.HasColumnType("decimal(18,2)");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("Description")
.HasColumnType("nvarchar(max)");
b.Property<string>("DiagramImagePath")
.HasColumnType("nvarchar(max)");
b.Property<int>("DisplayOrder")
.HasColumnType("int");
b.Property<string>("FieldsJson")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Formula")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsActive")
.HasColumnType("bit");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<string>("Name")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Notes")
.HasColumnType("nvarchar(max)");
b.Property<string>("OutputMode")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("RateLabel")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.ToTable("CustomItemTemplates");
});
modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b =>
{
b.Property<int>("Id")
@@ -4473,6 +4547,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<int?>("CustomItemTemplateId")
.HasColumnType("int");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
@@ -4489,12 +4566,18 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("Finish")
.HasColumnType("nvarchar(max)");
b.Property<string>("FormulaFieldValuesJson")
.HasColumnType("nvarchar(max)");
b.Property<bool>("IncludePrepCost")
.HasColumnType("bit");
b.Property<bool>("IsAiItem")
.HasColumnType("bit");
b.Property<bool>("IsCustomFormulaItem")
.HasColumnType("bit");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
@@ -4558,6 +4641,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasIndex("CatalogItemId");
b.HasIndex("CustomItemTemplateId");
b.HasIndex("JobId")
.HasDatabaseName("IX_JobItems_JobId");
@@ -6711,7 +6796,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4300),
CreatedAt = new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9869),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -6722,7 +6807,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4313),
CreatedAt = new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9876),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -6733,7 +6818,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4315),
CreatedAt = new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9878),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -7260,6 +7345,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<int?>("CustomItemTemplateId")
.HasColumnType("int");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
@@ -7273,12 +7361,18 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<int>("EstimatedMinutes")
.HasColumnType("int");
b.Property<string>("FormulaFieldValuesJson")
.HasColumnType("nvarchar(max)");
b.Property<bool>("IncludePrepCost")
.HasColumnType("bit");
b.Property<bool>("IsAiItem")
.HasColumnType("bit");
b.Property<bool>("IsCustomFormulaItem")
.HasColumnType("bit");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
@@ -7348,6 +7442,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasIndex("CatalogItemId");
b.HasIndex("CustomItemTemplateId");
b.HasIndex("QuoteId")
.HasDatabaseName("IX_QuoteItems_QuoteId");
@@ -9512,6 +9608,10 @@ namespace PowderCoating.Infrastructure.Migrations
.HasForeignKey("CatalogItemId")
.OnDelete(DeleteBehavior.SetNull);
b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "CustomItemTemplate")
.WithMany()
.HasForeignKey("CustomItemTemplateId");
b.HasOne("PowderCoating.Core.Entities.Job", "Job")
.WithMany("JobItems")
.HasForeignKey("JobId")
@@ -9522,6 +9622,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("CatalogItem");
b.Navigation("CustomItemTemplate");
b.Navigation("Job");
});
@@ -10131,6 +10233,10 @@ namespace PowderCoating.Infrastructure.Migrations
.WithMany()
.HasForeignKey("CatalogItemId");
b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "CustomItemTemplate")
.WithMany()
.HasForeignKey("CustomItemTemplateId");
b.HasOne("PowderCoating.Core.Entities.Quote", "Quote")
.WithMany("QuoteItems")
.HasForeignKey("QuoteId")
@@ -10141,6 +10247,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("CatalogItem");
b.Navigation("CustomItemTemplate");
b.Navigation("Quote");
});