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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.Web/Controllers/JobsController.cs
+44 -13
View File
@@ -489,9 +489,12 @@ public class JobsController : Controller
manualUnitPrice = ji.ManualUnitPrice ?? (ji.IsGenericItem || ji.IsSalesItem ? ji.UnitPrice : (decimal?)null),
powderCostOverride = ji.PowderCostOverride,
isGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && !ji.Coats.Any() && !ji.IsSalesItem),
isLaborItem = ji.IsLaborItem,
isSalesItem = ji.IsSalesItem,
isAiItem = ji.IsAiItem,
isLaborItem = ji.IsLaborItem,
isSalesItem = ji.IsSalesItem,
isAiItem = ji.IsAiItem,
isCustomFormulaItem = ji.IsCustomFormulaItem,
customItemTemplateId = ji.CustomItemTemplateId,
formulaFieldValuesJson = ji.FormulaFieldValuesJson,
sku = ji.Sku,
requiresSandblasting = ji.RequiresSandblasting,
requiresMasking = ji.RequiresMasking,
@@ -1279,9 +1282,12 @@ public class JobsController : Controller
CatalogItemId = ji.CatalogItemId,
ManualUnitPrice = ji.ManualUnitPrice ?? (ji.IsGenericItem ? ji.UnitPrice : null),
PowderCostOverride = ji.PowderCostOverride,
IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
IsLaborItem = ji.IsLaborItem,
IsAiItem = ji.IsAiItem,
IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
IsLaborItem = ji.IsLaborItem,
IsAiItem = ji.IsAiItem,
IsCustomFormulaItem = ji.IsCustomFormulaItem,
CustomItemTemplateId = ji.CustomItemTemplateId,
FormulaFieldValuesJson = ji.FormulaFieldValuesJson,
RequiresSandblasting = ji.RequiresSandblasting,
RequiresMasking = ji.RequiresMasking,
Notes = ji.Notes,
@@ -1852,6 +1858,25 @@ public class JobsController : Controller
{
ViewBag.AiPhotoQuotesEnabled = await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId);
var formulaTemplates = await _unitOfWork.CustomItemTemplates.FindAsync(
t => t.CompanyId == companyId && t.IsActive);
ViewBag.CustomFormulaTemplates = formulaTemplates
.OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name)
.Select(t => new
{
id = t.Id,
name = t.Name,
description = t.Description,
outputMode = t.OutputMode,
fieldsJson = t.FieldsJson,
formula = t.Formula,
defaultRate = t.DefaultRate,
rateLabel = t.RateLabel,
diagramImagePath = string.IsNullOrEmpty(t.DiagramImagePath)
? (string?)null
: Url.Action("TemplateDiagram", "CompanySettings", new { templateId = t.Id })
}).ToList();
await PopulateDropdowns();
await PopulatePrepServicesAsync(companyId);
var costs = await _pricingService.GetOperatingCostsAsync(companyId);
@@ -2981,9 +3006,12 @@ public class JobsController : Controller
CatalogItemId = ji.CatalogItemId,
ManualUnitPrice = ji.ManualUnitPrice ?? (ji.IsGenericItem ? ji.UnitPrice : null),
PowderCostOverride = ji.PowderCostOverride,
IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
IsLaborItem = ji.IsLaborItem,
IsAiItem = ji.IsAiItem,
IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
IsLaborItem = ji.IsLaborItem,
IsAiItem = ji.IsAiItem,
IsCustomFormulaItem = ji.IsCustomFormulaItem,
CustomItemTemplateId = ji.CustomItemTemplateId,
FormulaFieldValuesJson = ji.FormulaFieldValuesJson,
RequiresSandblasting = ji.RequiresSandblasting,
RequiresMasking = ji.RequiresMasking,
Notes = ji.Notes,
@@ -3172,10 +3200,13 @@ public class JobsController : Controller
SurfaceAreaSqFt = ji.SurfaceAreaSqFt,
EstimatedMinutes = ji.EstimatedMinutes,
CatalogItemId = ji.CatalogItemId,
IsGenericItem = ji.IsGenericItem,
IsLaborItem = ji.IsLaborItem,
IsSalesItem = ji.IsSalesItem,
IsAiItem = ji.IsAiItem,
IsGenericItem = ji.IsGenericItem,
IsLaborItem = ji.IsLaborItem,
IsSalesItem = ji.IsSalesItem,
IsAiItem = ji.IsAiItem,
IsCustomFormulaItem = ji.IsCustomFormulaItem,
CustomItemTemplateId = ji.CustomItemTemplateId,
FormulaFieldValuesJson = ji.FormulaFieldValuesJson,
ManualUnitPrice = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
IncludePrepCost = ji.IncludePrepCost,
Coats = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto