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>
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using System;
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using Microsoft.EntityFrameworkCore.Migrations;
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#nullable disable
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namespace PowderCoating.Infrastructure.Migrations
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{
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/// <inheritdoc />
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public partial class AddCustomItemTemplates : Migration
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{
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/// <inheritdoc />
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protected override void Up(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.AddColumn<int>(
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name: "CustomItemTemplateId",
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table: "QuoteItems",
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type: "int",
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nullable: true);
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migrationBuilder.AddColumn<string>(
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name: "FormulaFieldValuesJson",
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table: "QuoteItems",
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type: "nvarchar(max)",
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nullable: true);
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migrationBuilder.AddColumn<bool>(
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name: "IsCustomFormulaItem",
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table: "QuoteItems",
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type: "bit",
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nullable: false,
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defaultValue: false);
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migrationBuilder.AddColumn<int>(
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name: "CustomItemTemplateId",
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table: "JobItems",
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type: "int",
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nullable: true);
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migrationBuilder.AddColumn<string>(
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name: "FormulaFieldValuesJson",
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table: "JobItems",
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type: "nvarchar(max)",
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nullable: true);
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migrationBuilder.AddColumn<bool>(
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name: "IsCustomFormulaItem",
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table: "JobItems",
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type: "bit",
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nullable: false,
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defaultValue: false);
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migrationBuilder.CreateTable(
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name: "CustomItemTemplates",
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columns: table => new
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{
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Id = table.Column<int>(type: "int", nullable: false)
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.Annotation("SqlServer:Identity", "1, 1"),
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Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
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Description = table.Column<string>(type: "nvarchar(max)", nullable: true),
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OutputMode = table.Column<string>(type: "nvarchar(max)", nullable: false),
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FieldsJson = table.Column<string>(type: "nvarchar(max)", nullable: false),
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Formula = table.Column<string>(type: "nvarchar(max)", nullable: false),
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DefaultRate = table.Column<decimal>(type: "decimal(18,2)", nullable: true),
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RateLabel = table.Column<string>(type: "nvarchar(max)", nullable: true),
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Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
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DisplayOrder = table.Column<int>(type: "int", nullable: false),
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IsActive = table.Column<bool>(type: "bit", nullable: false),
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DiagramImagePath = table.Column<string>(type: "nvarchar(max)", nullable: true),
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CompanyId = table.Column<int>(type: "int", nullable: false),
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CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
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UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
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IsDeleted = table.Column<bool>(type: "bit", nullable: false),
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DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
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DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
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},
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constraints: table =>
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{
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table.PrimaryKey("PK_CustomItemTemplates", x => x.Id);
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});
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 1,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9869));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 2,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9876));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 3,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9878));
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migrationBuilder.CreateIndex(
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name: "IX_QuoteItems_CustomItemTemplateId",
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table: "QuoteItems",
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column: "CustomItemTemplateId");
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migrationBuilder.CreateIndex(
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name: "IX_JobItems_CustomItemTemplateId",
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table: "JobItems",
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column: "CustomItemTemplateId");
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migrationBuilder.AddForeignKey(
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name: "FK_JobItems_CustomItemTemplates_CustomItemTemplateId",
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table: "JobItems",
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column: "CustomItemTemplateId",
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principalTable: "CustomItemTemplates",
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principalColumn: "Id");
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migrationBuilder.AddForeignKey(
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name: "FK_QuoteItems_CustomItemTemplates_CustomItemTemplateId",
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table: "QuoteItems",
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column: "CustomItemTemplateId",
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principalTable: "CustomItemTemplates",
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principalColumn: "Id");
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}
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/// <inheritdoc />
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protected override void Down(MigrationBuilder migrationBuilder)
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{
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migrationBuilder.DropForeignKey(
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name: "FK_JobItems_CustomItemTemplates_CustomItemTemplateId",
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table: "JobItems");
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migrationBuilder.DropForeignKey(
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name: "FK_QuoteItems_CustomItemTemplates_CustomItemTemplateId",
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table: "QuoteItems");
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migrationBuilder.DropTable(
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name: "CustomItemTemplates");
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migrationBuilder.DropIndex(
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name: "IX_QuoteItems_CustomItemTemplateId",
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table: "QuoteItems");
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migrationBuilder.DropIndex(
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name: "IX_JobItems_CustomItemTemplateId",
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table: "JobItems");
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migrationBuilder.DropColumn(
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name: "CustomItemTemplateId",
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table: "QuoteItems");
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migrationBuilder.DropColumn(
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name: "FormulaFieldValuesJson",
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table: "QuoteItems");
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migrationBuilder.DropColumn(
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name: "IsCustomFormulaItem",
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table: "QuoteItems");
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migrationBuilder.DropColumn(
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name: "CustomItemTemplateId",
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table: "JobItems");
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migrationBuilder.DropColumn(
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name: "FormulaFieldValuesJson",
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table: "JobItems");
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migrationBuilder.DropColumn(
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name: "IsCustomFormulaItem",
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table: "JobItems");
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 1,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4300));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 2,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4313));
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migrationBuilder.UpdateData(
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table: "PricingTiers",
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keyColumn: "Id",
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keyValue: 3,
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column: "CreatedAt",
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value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4315));
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}
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}
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}
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