Add AI Profile draft generator and hide AI Quick Quote for release
- GenerateAiProfileDraft endpoint builds suggested AI Profile text from existing company config (ovens, workers, inventory categories, rates) - "Generate from my settings" button wired in Company Settings AI Profile tab - Add "hrs" unit label to Billable Hours/Month input in Company Settings and Setup Wizard Step 3 - Hide AI Quick Quote widget (commented out in _Layout) pending next release Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -620,6 +620,147 @@ public class CompanySettingsController : Controller
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}
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}
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/// <summary>
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/// Builds a suggested AI profile draft from existing company configuration — company name/location,
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/// named ovens, sandblasting capability, shop worker roles, coating inventory categories, and
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/// operating cost rates. Returns a pre-filled paragraph the user can review and edit before saving.
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/// </summary>
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// GET: CompanySettings/GenerateAiProfileDraft
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[HttpGet]
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public async Task<IActionResult> GenerateAiProfileDraft()
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{
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try
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{
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var companyId = _tenantContext.GetCurrentCompanyId();
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if (companyId == null)
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return Json(new { success = false, message = "No company found." });
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var company = await _unitOfWork.Companies.GetByIdAsync(companyId.Value, false, c => c.OperatingCosts);
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if (company == null)
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return Json(new { success = false, message = "Company not found." });
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var costs = company.OperatingCosts;
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var ovens = (await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive)).OrderBy(o => o.DisplayOrder).ToList();
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var workers = (await _unitOfWork.ShopWorkers.FindAsync(w => w.IsActive)).ToList();
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var coatingCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsCoating)).ToList();
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var sb = new System.Text.StringBuilder();
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// Opening line
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var location = new[] { company.City, company.State }.Where(s => !string.IsNullOrWhiteSpace(s));
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var locationStr = string.Join(", ", location);
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sb.Append(company.CompanyName);
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if (!string.IsNullOrWhiteSpace(locationStr))
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sb.Append($" is a powder coating shop based in {locationStr}.");
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else
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sb.Append(" is a powder coating shop.");
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sb.AppendLine();
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sb.AppendLine();
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// Shop size
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if (costs != null)
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{
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var tierLabel = costs.ShopCapabilityTier switch
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{
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ShopCapabilityTier.Garage => "garage/hobbyist",
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ShopCapabilityTier.Small => "small",
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ShopCapabilityTier.Medium => "medium-sized",
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ShopCapabilityTier.Large => "high-volume",
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_ => "small"
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};
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sb.AppendLine($"We are a {tierLabel} operation" +
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(workers.Count > 0 ? $" with {workers.Count} active shop worker{(workers.Count == 1 ? "" : "s")}." : "."));
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}
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// Ovens
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if (ovens.Any())
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{
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sb.AppendLine();
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sb.AppendLine("Our curing ovens:");
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foreach (var oven in ovens)
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{
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var parts = new List<string>();
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if (oven.MaxLoadSqFt.HasValue && oven.MaxLoadSqFt > 0)
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parts.Add($"{oven.MaxLoadSqFt:0} sq ft capacity");
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if (oven.DefaultCycleMinutes.HasValue && oven.DefaultCycleMinutes > 0)
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parts.Add($"{oven.DefaultCycleMinutes} min cure cycle");
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var detail = parts.Any() ? $" ({string.Join(", ", parts)})" : "";
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sb.AppendLine($"• {oven.Label}{detail}");
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}
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}
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// Equipment capabilities inferred from rates
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if (costs != null)
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{
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var capabilities = new List<string>();
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if (costs.SandblasterCostPerHour > 0)
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capabilities.Add("sandblasting / media blasting");
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if (costs.CoatingBoothCostPerHour > 0)
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capabilities.Add("powder coating booth");
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if (capabilities.Any())
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{
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sb.AppendLine();
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sb.AppendLine($"We have in-house {string.Join(" and ", capabilities)} capability.");
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}
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}
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// Powder/coating categories
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if (coatingCategories.Any())
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{
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sb.AppendLine();
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var catNames = coatingCategories.Select(c => c.DisplayName).ToList();
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sb.AppendLine($"Powder categories we stock: {string.Join(", ", catNames)}.");
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}
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// Worker roles
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if (workers.Any())
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{
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var roles = workers
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.Select(w => w.Role)
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.Distinct()
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.Select(r => r switch
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{
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ShopWorkerRole.Sandblaster => "sandblasting",
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ShopWorkerRole.Coater => "powder coating",
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ShopWorkerRole.Masker => "masking",
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ShopWorkerRole.QualityControl => "quality control",
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ShopWorkerRole.OvenOperator => "oven operation",
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ShopWorkerRole.Supervisor => "supervision",
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ShopWorkerRole.Maintenance => "equipment maintenance",
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_ => "general labor"
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})
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.Distinct()
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.ToList();
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if (roles.Count > 1)
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{
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sb.AppendLine();
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sb.AppendLine($"Staff specialties on hand: {string.Join(", ", roles)}.");
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}
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}
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// Rates hint
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if (costs != null && costs.StandardLaborRate > 0)
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{
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sb.AppendLine();
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sb.AppendLine($"Our standard labor rate is ${costs.StandardLaborRate:0.00}/hr. " +
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$"We target approximately {costs.GeneralMarkupPercentage:0}% markup on all jobs.");
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}
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sb.AppendLine();
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sb.AppendLine("(Edit this profile to add detail about the types of parts you typically coat, " +
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"any brands of powder you prefer, your cure temperature, or anything else that " +
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"helps the AI understand your shop better.)");
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return Json(new { success = true, draft = sb.ToString().Trim() });
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}
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catch (Exception ex)
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{
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_logger.LogError(ex, "Error generating AI profile draft");
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return Json(new { success = false, message = "An error occurred while generating the draft." });
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}
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}
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/// <summary>
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/// Saves the Quoting Calibration / Shop Capability profile. Maps equipment fields onto
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/// <see cref="CompanyOperatingCosts"/> and returns the freshly derived blast and coating
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@@ -370,7 +370,7 @@
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<i class="bi bi-question-circle"></i>
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</a>
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</h6>
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<div class="row align-items-end">
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<div class="row align-items-start">
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<div class="col-md-3">
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<div class="mb-3">
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<label for="monthlyRent" class="form-label">Monthly Rent</label>
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@@ -395,7 +395,10 @@
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<div class="col-md-3">
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<div class="mb-3">
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<label for="monthlyBillableHours" class="form-label">Billable Hours/Month</label>
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<input type="number" step="1" class="form-control facility-overhead-input" id="monthlyBillableHours" name="MonthlyBillableHours" value="@(Model.OperatingCosts?.MonthlyBillableHours ?? 160)" min="1" max="10000">
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<div class="input-group">
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<input type="number" step="1" class="form-control facility-overhead-input" id="monthlyBillableHours" name="MonthlyBillableHours" value="@(Model.OperatingCosts?.MonthlyBillableHours ?? 160)" min="1" max="10000">
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<span class="input-group-text">hrs</span>
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</div>
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<small class="text-muted">Typical: 160 hrs (4 wks × 40 hrs)</small>
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</div>
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</div>
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@@ -757,10 +760,16 @@
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<small class="text-muted"><span id="aiProfileCharCount">@(Model.OperatingCosts?.AiContextProfile?.Length ?? 0)</span>/2000</small>
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</div>
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</div>
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<button type="button" class="btn btn-primary" id="btnSaveAiProfile">
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<i class="bi bi-floppy me-1"></i> Save AI Profile
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</button>
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<span id="aiProfileStatus" class="ms-3 small"></span>
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<div class="d-flex align-items-center gap-2 flex-wrap">
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<button type="button" class="btn btn-primary" id="btnSaveAiProfile">
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<i class="bi bi-floppy me-1"></i> Save AI Profile
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</button>
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<button type="button" class="btn btn-outline-secondary" id="btnGenerateAiDraft"
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title="Build a suggested profile from your existing settings — ovens, workers, inventory categories, and rates">
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<i class="bi bi-stars me-1"></i> Generate from my settings
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</button>
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<span id="aiProfileStatus" class="small"></span>
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</div>
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</div>
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<div class="col-lg-4">
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@@ -2274,6 +2283,32 @@
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});
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});
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$('#btnGenerateAiDraft').on('click', function () {
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const btn = $(this);
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const existing = $('#aiContextProfile').val().trim();
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if (existing && !confirm('This will replace your current profile text with a generated draft. Continue?')) return;
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btn.prop('disabled', true).html('<span class="spinner-border spinner-border-sm"></span> Generating...');
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$.ajax({
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url: '@Url.Action("GenerateAiProfileDraft", "CompanySettings")',
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type: 'GET',
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success: function (response) {
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if (response.success) {
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$('#aiContextProfile').val(response.draft);
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$('#aiProfileCharCount').text(response.draft.length);
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showToast('info', 'Draft generated — review and edit it, then click Save AI Profile.');
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} else {
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showToast('error', response.message);
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}
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},
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error: function () {
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showToast('error', 'An error occurred while generating the draft.');
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},
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complete: function () {
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btn.prop('disabled', false).html('<i class="bi bi-stars me-1"></i> Generate from my settings');
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}
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});
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});
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// Quoting Calibration — save
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$('#saveBlastProfile').on('click', function () {
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var btn = $(this);
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@@ -88,7 +88,10 @@
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</div>
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<div class="col-md-4">
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<label asp-for="MonthlyBillableHours" class="form-label fw-semibold"></label>
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<input asp-for="MonthlyBillableHours" class="form-control wz-overhead" step="1" type="number" min="1" />
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<div class="input-group">
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<input asp-for="MonthlyBillableHours" class="form-control wz-overhead" step="1" type="number" min="1" />
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<span class="input-group-text">hrs</span>
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</div>
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<div class="form-text">Hours per month the shop is actively producing work. Default: 160 (4 wks × 40 hrs).</div>
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</div>
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<div class="col-md-4">
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@@ -2089,7 +2089,7 @@
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@if (User.Identity?.IsAuthenticated == true)
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{
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@await Html.PartialAsync("_AiQuickQuoteWidget")
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@* @await Html.PartialAsync("_AiQuickQuoteWidget") *@
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@await Html.PartialAsync("_AiHelpWidget")
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}
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