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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@@ -464,6 +464,11 @@
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manualUnitPrice = item.ManualUnitPrice,
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isGenericItem = item.IsGenericItem,
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isLaborItem = item.IsLaborItem,
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isSalesItem = item.IsSalesItem,
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isAiItem = item.IsAiItem,
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isCustomFormulaItem = item.IsCustomFormulaItem,
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customItemTemplateId = item.CustomItemTemplateId,
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formulaFieldValuesJson = item.FormulaFieldValuesJson,
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requiresSandblasting = item.RequiresSandblasting,
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requiresMasking = item.RequiresMasking,
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notes = item.Notes,
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@@ -505,6 +510,8 @@
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"aiUploadUrl": "@Url.Action("UploadAiPhoto", "Quotes")",
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"aiAnalyzeUrl": "@Url.Action("AiAnalyzeItem", "Quotes")",
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"aiPhotoQuotesEnabled": @Json.Serialize((bool)(ViewBag.AiPhotoQuotesEnabled ?? true)),
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"customFormulaTemplates": @Json.Serialize(ViewBag.CustomFormulaTemplates ?? new List<object>()),
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"formulaEvalUrl": "@Url.Action("EvaluateFormula", "CompanySettings")",
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"itemsFieldPrefix": "QuoteItems",
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"aiRecalcUrl": "@Url.Action("AiRecalcPrice", "Quotes")"
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}
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@@ -1300,6 +1300,7 @@
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<span class="fw-semibold">@(item.Description ?? item.CatalogItemName ?? "(no description)")</span>
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@if (item.CatalogItemId.HasValue) { <span class="badge bg-primary ms-1">Catalog</span> }
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@if (item.IsAiItem) { <span class="badge bg-purple ms-1">AI</span> }
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@if (item.IsCustomFormulaItem) { <span class="badge bg-secondary ms-1"><i class="bi bi-calculator me-1"></i>Formula</span> }
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@if (item.SurfaceAreaSqFt > 0 || item.EstimatedMinutes > 0)
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{
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<span class="text-muted ms-2" style="font-size:.8rem;">
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@@ -501,6 +501,9 @@
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isGenericItem = item.IsGenericItem,
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isLaborItem = item.IsLaborItem,
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isAiItem = item.IsAiItem,
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isCustomFormulaItem = item.IsCustomFormulaItem,
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customItemTemplateId = item.CustomItemTemplateId,
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formulaFieldValuesJson = item.FormulaFieldValuesJson,
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includePrepCost = item.IncludePrepCost,
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complexity = item.Complexity,
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aiTags = item.AiTags,
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@@ -548,6 +551,8 @@
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"aiUploadUrl": "@Url.Action("UploadAiPhoto", "Quotes")",
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"aiAnalyzeUrl": "@Url.Action("AiAnalyzeItem", "Quotes")",
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"aiPhotoQuotesEnabled": @Json.Serialize((bool)(ViewBag.AiPhotoQuotesEnabled ?? true)),
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"customFormulaTemplates": @Json.Serialize(ViewBag.CustomFormulaTemplates ?? new List<object>()),
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"formulaEvalUrl": "@Url.Action("EvaluateFormula", "CompanySettings")",
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"itemsFieldPrefix": "QuoteItems",
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"aiRecalcUrl": "@Url.Action("AiRecalcPrice", "Quotes")",
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"emailOptOutCustomerIds": @Html.Raw(System.Text.Json.JsonSerializer.Serialize(ViewBag.CustomerEmailOptOutIds ?? new System.Collections.Generic.HashSet<int>())),
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