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:
2026-05-23 15:09:22 -04:00
parent e443457139
commit 1eba50cf0f
40 changed files with 12846 additions and 33 deletions
@@ -123,6 +123,9 @@ public class UnitOfWork : IUnitOfWork
// Customer Intake Kiosk
private IRepository<KioskSession>? _kioskSessions;
// Custom Formula Templates
private IRepository<CustomItemTemplate>? _customItemTemplates;
// Purchase Orders
private IPurchaseOrderRepository? _purchaseOrders;
private IRepository<PurchaseOrderItem>? _purchaseOrderItems;
@@ -457,6 +460,10 @@ public class UnitOfWork : IUnitOfWork
public IRepository<KioskSession> KioskSessions =>
_kioskSessions ??= new Repository<KioskSession>(_context);
/// <summary>Repository for <see cref="CustomItemTemplate"/> per-company reusable NCalc pricing formula templates; tenant-filtered with soft delete.</summary>
public IRepository<CustomItemTemplate> CustomItemTemplates =>
_customItemTemplates ??= new Repository<CustomItemTemplate>(_context);
// Job Templates
/// <summary>Repository for <see cref="JobTemplate"/> reusable job blueprints; tenant-filtered with soft delete.</summary>
public IJobTemplateRepository JobTemplates =>