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:
@@ -2650,6 +2650,80 @@ namespace PowderCoating.Infrastructure.Migrations
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b.ToTable("CreditMemoApplications");
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});
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modelBuilder.Entity("PowderCoating.Core.Entities.CustomItemTemplate", b =>
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{
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b.Property<int>("Id")
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.ValueGeneratedOnAdd()
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.HasColumnType("int");
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SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
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b.Property<int>("CompanyId")
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.HasColumnType("int");
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b.Property<DateTime>("CreatedAt")
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.HasColumnType("datetime2");
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b.Property<string>("CreatedBy")
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.HasColumnType("nvarchar(max)");
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b.Property<decimal?>("DefaultRate")
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.HasColumnType("decimal(18,2)");
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b.Property<DateTime?>("DeletedAt")
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.HasColumnType("datetime2");
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b.Property<string>("DeletedBy")
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.HasColumnType("nvarchar(max)");
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b.Property<string>("Description")
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.HasColumnType("nvarchar(max)");
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b.Property<string>("DiagramImagePath")
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.HasColumnType("nvarchar(max)");
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b.Property<int>("DisplayOrder")
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.HasColumnType("int");
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b.Property<string>("FieldsJson")
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.IsRequired()
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.HasColumnType("nvarchar(max)");
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b.Property<string>("Formula")
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.IsRequired()
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.HasColumnType("nvarchar(max)");
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b.Property<bool>("IsActive")
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.HasColumnType("bit");
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b.Property<bool>("IsDeleted")
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.HasColumnType("bit");
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b.Property<string>("Name")
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.IsRequired()
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.HasColumnType("nvarchar(max)");
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b.Property<string>("Notes")
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.HasColumnType("nvarchar(max)");
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b.Property<string>("OutputMode")
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.IsRequired()
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.HasColumnType("nvarchar(max)");
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b.Property<string>("RateLabel")
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.HasColumnType("nvarchar(max)");
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b.Property<DateTime?>("UpdatedAt")
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.HasColumnType("datetime2");
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b.Property<string>("UpdatedBy")
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.HasColumnType("nvarchar(max)");
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b.HasKey("Id");
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b.ToTable("CustomItemTemplates");
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});
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modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b =>
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{
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b.Property<int>("Id")
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@@ -4473,6 +4547,9 @@ namespace PowderCoating.Infrastructure.Migrations
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b.Property<string>("CreatedBy")
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.HasColumnType("nvarchar(max)");
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b.Property<int?>("CustomItemTemplateId")
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.HasColumnType("int");
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b.Property<DateTime?>("DeletedAt")
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.HasColumnType("datetime2");
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@@ -4489,12 +4566,18 @@ namespace PowderCoating.Infrastructure.Migrations
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b.Property<string>("Finish")
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.HasColumnType("nvarchar(max)");
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b.Property<string>("FormulaFieldValuesJson")
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.HasColumnType("nvarchar(max)");
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b.Property<bool>("IncludePrepCost")
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.HasColumnType("bit");
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b.Property<bool>("IsAiItem")
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.HasColumnType("bit");
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b.Property<bool>("IsCustomFormulaItem")
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.HasColumnType("bit");
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b.Property<bool>("IsDeleted")
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.HasColumnType("bit");
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@@ -4558,6 +4641,8 @@ namespace PowderCoating.Infrastructure.Migrations
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b.HasIndex("CatalogItemId");
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b.HasIndex("CustomItemTemplateId");
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b.HasIndex("JobId")
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.HasDatabaseName("IX_JobItems_JobId");
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@@ -6711,7 +6796,7 @@ namespace PowderCoating.Infrastructure.Migrations
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{
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Id = 1,
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CompanyId = 0,
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CreatedAt = new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4300),
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CreatedAt = new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9869),
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Description = "Standard pricing for regular customers",
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DiscountPercent = 0m,
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IsActive = true,
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@@ -6722,7 +6807,7 @@ namespace PowderCoating.Infrastructure.Migrations
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{
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Id = 2,
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CompanyId = 0,
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CreatedAt = new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4313),
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CreatedAt = new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9876),
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Description = "5% discount for preferred customers",
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DiscountPercent = 5m,
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IsActive = true,
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@@ -6733,7 +6818,7 @@ namespace PowderCoating.Infrastructure.Migrations
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{
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Id = 3,
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CompanyId = 0,
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CreatedAt = new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4315),
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CreatedAt = new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9878),
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Description = "10% discount for premium customers",
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DiscountPercent = 10m,
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IsActive = true,
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@@ -7260,6 +7345,9 @@ namespace PowderCoating.Infrastructure.Migrations
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b.Property<string>("CreatedBy")
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.HasColumnType("nvarchar(max)");
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b.Property<int?>("CustomItemTemplateId")
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.HasColumnType("int");
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b.Property<DateTime?>("DeletedAt")
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.HasColumnType("datetime2");
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@@ -7273,12 +7361,18 @@ namespace PowderCoating.Infrastructure.Migrations
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b.Property<int>("EstimatedMinutes")
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.HasColumnType("int");
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b.Property<string>("FormulaFieldValuesJson")
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.HasColumnType("nvarchar(max)");
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b.Property<bool>("IncludePrepCost")
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.HasColumnType("bit");
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b.Property<bool>("IsAiItem")
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.HasColumnType("bit");
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b.Property<bool>("IsCustomFormulaItem")
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.HasColumnType("bit");
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b.Property<bool>("IsDeleted")
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.HasColumnType("bit");
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@@ -7348,6 +7442,8 @@ namespace PowderCoating.Infrastructure.Migrations
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b.HasIndex("CatalogItemId");
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b.HasIndex("CustomItemTemplateId");
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b.HasIndex("QuoteId")
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.HasDatabaseName("IX_QuoteItems_QuoteId");
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@@ -9512,6 +9608,10 @@ namespace PowderCoating.Infrastructure.Migrations
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.HasForeignKey("CatalogItemId")
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.OnDelete(DeleteBehavior.SetNull);
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b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "CustomItemTemplate")
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.WithMany()
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.HasForeignKey("CustomItemTemplateId");
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b.HasOne("PowderCoating.Core.Entities.Job", "Job")
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.WithMany("JobItems")
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.HasForeignKey("JobId")
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@@ -9522,6 +9622,8 @@ namespace PowderCoating.Infrastructure.Migrations
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b.Navigation("CatalogItem");
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b.Navigation("CustomItemTemplate");
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b.Navigation("Job");
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});
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@@ -10131,6 +10233,10 @@ namespace PowderCoating.Infrastructure.Migrations
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.WithMany()
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.HasForeignKey("CatalogItemId");
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b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "CustomItemTemplate")
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.WithMany()
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.HasForeignKey("CustomItemTemplateId");
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b.HasOne("PowderCoating.Core.Entities.Quote", "Quote")
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.WithMany("QuoteItems")
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.HasForeignKey("QuoteId")
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@@ -10141,6 +10247,8 @@ namespace PowderCoating.Infrastructure.Migrations
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b.Navigation("CatalogItem");
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b.Navigation("CustomItemTemplate");
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b.Navigation("Quote");
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});
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