Replace literal Unicode special chars with HTML entities across all 233 views
Sweeps em dashes, en dashes, multiplication signs, ellipses, and curly quotes to their HTML entity equivalents (— – × … ‘ ’) in all .cshtml files, skipping <script> blocks. Prevents encoding corruption from AI tools and Windows encoding mismatches that caused recurring symbol bugs. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -1,122 +0,0 @@
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@{
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ViewData["Title"] = "Download Your Data";
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ViewData["PageIcon"] = "bi-download";
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Layout = "~/Views/Shared/_Layout.cshtml";
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}
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<div class="container py-5" style="max-width:680px">
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<p class="text-muted mb-4">
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Export a copy of your company's data. Select which data types to include, then choose a format.
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Your download will be generated immediately.
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</p>
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@if (TempData["Error"] != null)
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{
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<div class="alert alert-permanent alert-danger d-flex gap-2 mb-4" role="alert">
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<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
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<div>@TempData["Error"]</div>
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</div>
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}
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<div class="card shadow-sm">
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<div class="card-body p-4">
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<form method="post" asp-action="Export" id="exportForm">
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@Html.AntiForgeryToken()
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<h6 class="fw-semibold text-uppercase text-muted small mb-3" style="letter-spacing:.05em">
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Data to Include
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</h6>
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<div class="row g-2 mb-4">
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@foreach (var item in new[]
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{
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("Customers", "people", "Customers"),
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("Jobs", "tools", "Jobs"),
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("Quotes", "file-earmark-text", "Quotes"),
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("Invoices", "receipt", "Invoices"),
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("Inventory", "boxes", "Inventory Items"),
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("Equipment", "gear", "Equipment"),
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("Vendors", "shop", "Vendors"),
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("ShopWorkers", "person-badge", "Shop Workers"),
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("Users", "person-lock", "Users / Logins"),
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})
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{
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<div class="col-6">
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<div class="form-check">
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<input class="form-check-input sheet-check" type="checkbox"
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name="sheets" value="@item.Item1"
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id="sheet_@item.Item1" checked />
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<label class="form-check-label" for="sheet_@item.Item1">
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<i class="bi bi-@item.Item2 me-1 text-secondary"></i>@item.Item3
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</label>
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</div>
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</div>
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}
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</div>
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<div class="d-flex gap-2 mb-1">
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<button type="button" class="btn btn-link btn-sm p-0 text-decoration-none" id="selectAll">Select all</button>
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<span class="text-muted small">·</span>
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<button type="button" class="btn btn-link btn-sm p-0 text-decoration-none" id="selectNone">Deselect all</button>
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</div>
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<hr class="my-4" />
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<h6 class="fw-semibold text-uppercase text-muted small mb-3" style="letter-spacing:.05em">
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Format
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</h6>
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<div class="d-flex gap-4 mb-4">
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<div class="form-check">
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<input class="form-check-input" type="radio" name="format" value="xlsx" id="fmt_xlsx" checked />
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<label class="form-check-label" for="fmt_xlsx">
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<i class="bi bi-file-earmark-spreadsheet me-1 text-success"></i>
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Excel (.xlsx) — all sheets in one file
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</label>
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</div>
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<div class="form-check">
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<input class="form-check-input" type="radio" name="format" value="csv" id="fmt_csv" />
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<label class="form-check-label" for="fmt_csv">
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<i class="bi bi-file-zip me-1 text-warning"></i>
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CSV (.zip) — one file per sheet
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</label>
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</div>
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</div>
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<div class="d-grid">
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<button type="submit" class="btn btn-primary btn-lg" id="exportBtn">
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<i class="bi bi-download me-1"></i>Generate Export
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</button>
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</div>
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</form>
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</div>
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</div>
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<p class="text-muted small text-center mt-3">
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<i class="bi bi-shield-lock me-1"></i>
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Your export is generated on-demand and delivered directly to your browser. Nothing is stored.
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</p>
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</div>
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@section Scripts {
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<script>
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document.getElementById('selectAll').addEventListener('click', function () {
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document.querySelectorAll('.sheet-check').forEach(cb => cb.checked = true);
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});
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document.getElementById('selectNone').addEventListener('click', function () {
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document.querySelectorAll('.sheet-check').forEach(cb => cb.checked = false);
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});
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document.getElementById('exportForm').addEventListener('submit', function () {
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var btn = document.getElementById('exportBtn');
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btn.disabled = true;
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btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
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// Re-enable after 10s in case browser blocks the download dialog
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setTimeout(function () {
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btn.disabled = false;
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btn.innerHTML = '<i class="bi bi-download me-1"></i>Generate Export';
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}, 10000);
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});
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</script>
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}
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@@ -1,197 +0,0 @@
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@{
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ViewData["Title"] = "Accounting Export";
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ViewData["PageIcon"] = "bi-box-arrow-up";
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}
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<div class="row justify-content-center">
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<div class="col-lg-7">
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<form asp-action="Export" method="post" id="exportForm">
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@Html.AntiForgeryToken()
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<!-- Date Range -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold"><i class="bi bi-calendar-range me-2 text-primary"></i>Date Range</h5>
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</div>
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<div class="card-body">
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<div class="row g-3">
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<div class="col-md-6">
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<label class="form-label fw-semibold">Start Date <span class="text-danger">*</span></label>
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<input type="date" name="startDate" class="form-control" value="@ViewBag.DefaultStart" required>
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</div>
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<div class="col-md-6">
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<label class="form-label fw-semibold">End Date <span class="text-danger">*</span></label>
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<input type="date" name="endDate" class="form-control" value="@ViewBag.DefaultEnd" required>
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</div>
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</div>
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<div class="mt-3 d-flex flex-wrap gap-2" id="quickRanges">
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="setRange('this-month')">This Month</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="setRange('last-month')">Last Month</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="setRange('this-quarter')">This Quarter</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="setRange('last-quarter')">Last Quarter</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="setRange('this-year')">This Year</button>
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<button type="button" class="btn btn-sm btn-outline-secondary" onclick="setRange('last-year')">Last Year</button>
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</div>
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</div>
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</div>
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<!-- Format -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold"><i class="bi bi-file-earmark-zip me-2 text-primary"></i>Export Format</h5>
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</div>
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<div class="card-body">
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<div class="row g-3">
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<div class="col-md-6">
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<label class="format-card d-block border rounded p-3 cursor-pointer @("quickbooks" == "quickbooks" ? "" : "")" id="card-quickbooks">
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<input type="radio" name="format" value="quickbooks" class="d-none format-radio" id="fmt-quickbooks">
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<div class="d-flex align-items-start gap-3">
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<div class="mt-1 text-success" style="font-size:1.6rem;"><i class="bi bi-building"></i></div>
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<div>
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<div class="fw-semibold">QuickBooks Desktop</div>
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<div class="text-muted small">IIF files — import directly via File > Utilities > Import</div>
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<div class="mt-2">
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<span class="badge bg-light text-dark border me-1">customers.iif</span>
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<span class="badge bg-light text-dark border me-1">invoices_payments.iif</span>
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<span class="badge bg-light text-dark border">expenses_bills.iif</span>
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</div>
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</div>
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</div>
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</label>
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</div>
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<div class="col-md-6">
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<label class="format-card d-block border rounded p-3 cursor-pointer" id="card-csv">
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<input type="radio" name="format" value="csv" class="d-none format-radio" id="fmt-csv" checked>
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<div class="d-flex align-items-start gap-3">
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<div class="mt-1 text-primary" style="font-size:1.6rem;"><i class="bi bi-filetype-csv"></i></div>
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<div>
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<div class="fw-semibold">CSV (Universal)</div>
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<div class="text-muted small">Works with QuickBooks Online, Xero, Wave, Excel, and more</div>
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<div class="mt-2">
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<span class="badge bg-light text-dark border me-1">invoices.csv</span>
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<span class="badge bg-light text-dark border me-1">payments.csv</span>
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<span class="badge bg-light text-dark border">+5 more</span>
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</div>
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</div>
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</div>
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</label>
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</div>
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</div>
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</div>
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</div>
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<!-- What's Included -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold"><i class="bi bi-list-check me-2 text-primary"></i>What's Included</h5>
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</div>
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<div class="card-body">
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<div class="row g-2">
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<div class="col-sm-6">
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<div class="d-flex align-items-center gap-2 text-muted small">
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<i class="bi bi-check-circle-fill text-success"></i> Customer list
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</div>
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</div>
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<div class="col-sm-6">
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<div class="d-flex align-items-center gap-2 text-muted small">
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<i class="bi bi-check-circle-fill text-success"></i> Invoices & line items
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</div>
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</div>
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<div class="col-sm-6">
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<div class="d-flex align-items-center gap-2 text-muted small">
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<i class="bi bi-check-circle-fill text-success"></i> Payments received
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</div>
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</div>
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<div class="col-sm-6">
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<div class="d-flex align-items-center gap-2 text-muted small">
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<i class="bi bi-check-circle-fill text-success"></i> Direct expenses
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</div>
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</div>
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<div class="col-sm-6">
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<div class="d-flex align-items-center gap-2 text-muted small">
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<i class="bi bi-check-circle-fill text-success"></i> Vendor bills (AP)
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</div>
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</div>
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<div class="col-sm-6">
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<div class="d-flex align-items-center gap-2 text-muted small">
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<i class="bi bi-check-circle-fill text-success"></i> Bill payments
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="d-flex gap-2">
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<button type="submit" class="btn btn-primary px-4" id="exportBtn">
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<i class="bi bi-download me-2"></i>Download Export Package
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</button>
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<a asp-controller="Reports" asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
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||||
</div>
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</form>
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</div>
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</div>
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@section Scripts {
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<script>
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// Format card selection
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document.querySelectorAll('.format-radio').forEach(function(radio) {
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radio.addEventListener('change', updateFormatCards);
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});
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function updateFormatCards() {
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document.querySelectorAll('.format-card').forEach(function(card) {
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const radio = card.querySelector('.format-radio');
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card.classList.toggle('border-primary', radio.checked);
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card.classList.toggle('bg-primary-subtle', radio.checked);
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});
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}
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// Init — mark CSV as selected by default
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document.getElementById('fmt-csv').checked = true;
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updateFormatCards();
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// Prevent double-submit
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document.getElementById('exportForm').addEventListener('submit', function() {
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const btn = document.getElementById('exportBtn');
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||||
btn.disabled = true;
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||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
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||||
setTimeout(function() { btn.disabled = false; btn.innerHTML = '<i class="bi bi-download me-2"></i>Download Export Package'; }, 8000);
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});
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// Quick date range shortcuts
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function setRange(range) {
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const now = new Date();
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const y = now.getFullYear();
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const m = now.getMonth(); // 0-indexed
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let start, end;
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if (range === 'this-month') {
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start = new Date(y, m, 1);
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||||
end = new Date(y, m + 1, 0);
|
||||
} else if (range === 'last-month') {
|
||||
start = new Date(y, m - 1, 1);
|
||||
end = new Date(y, m, 0);
|
||||
} else if (range === 'this-quarter') {
|
||||
const q = Math.floor(m / 3);
|
||||
start = new Date(y, q * 3, 1);
|
||||
end = new Date(y, q * 3 + 3, 0);
|
||||
} else if (range === 'last-quarter') {
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||||
const q = Math.floor(m / 3) - 1;
|
||||
const qy = q < 0 ? y - 1 : y;
|
||||
const qq = q < 0 ? 3 : q;
|
||||
start = new Date(qy, qq * 3, 1);
|
||||
end = new Date(qy, qq * 3 + 3, 0);
|
||||
} else if (range === 'this-year') {
|
||||
start = new Date(y, 0, 1);
|
||||
end = new Date(y, 11, 31);
|
||||
} else if (range === 'last-year') {
|
||||
start = new Date(y - 1, 0, 1);
|
||||
end = new Date(y - 1, 11, 31);
|
||||
}
|
||||
|
||||
const fmt = d => d.toISOString().slice(0, 10);
|
||||
document.querySelector('[name="startDate"]').value = fmt(start);
|
||||
document.querySelector('[name="endDate"]').value = fmt(end);
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,235 +0,0 @@
|
||||
@model List<IGrouping<PowderCoating.Core.Enums.AccountType, PowderCoating.Application.DTOs.Accounting.AccountListDto>>
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Chart of Accounts";
|
||||
ViewData["PageIcon"] = "bi-journal-bookmark";
|
||||
ViewData["PageHelpTitle"] = "Chart of Accounts";
|
||||
ViewData["PageHelpContent"] = "The master list of financial accounts grouped by type: Asset (what you own), Liability (what you owe), Equity (owner's stake), Revenue (income), Cost of Goods Sold (direct costs), Expense (overhead). Click any row to view its ledger. System accounts (sys badge) cannot be deleted. Recalculate Balances recomputes every account's balance from transaction history.";
|
||||
|
||||
string TypeIcon(AccountType t) => t switch
|
||||
{
|
||||
AccountType.Asset => "bi-safe",
|
||||
AccountType.Liability => "bi-credit-card",
|
||||
AccountType.Equity => "bi-bar-chart-line",
|
||||
AccountType.Revenue => "bi-graph-up-arrow",
|
||||
AccountType.CostOfGoods => "bi-box-seam",
|
||||
AccountType.Expense => "bi-receipt-cutoff",
|
||||
_ => "bi-journal"
|
||||
};
|
||||
|
||||
string TypeColor(AccountType t) => t switch
|
||||
{
|
||||
AccountType.Asset => "success",
|
||||
AccountType.Liability => "danger",
|
||||
AccountType.Equity => "primary",
|
||||
AccountType.Revenue => "info",
|
||||
AccountType.CostOfGoods => "warning",
|
||||
AccountType.Expense => "secondary",
|
||||
_ => "secondary"
|
||||
};
|
||||
|
||||
string TypeLabel(AccountType t) => t switch
|
||||
{
|
||||
AccountType.CostOfGoods => "Cost of Goods Sold",
|
||||
_ => t.ToString()
|
||||
};
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end mb-4">
|
||||
<div class="d-flex gap-2">
|
||||
<form asp-action="FixOpeningBalanceSigns" method="post"
|
||||
onsubmit="return confirm('Fix opening balance signs for Revenue, Liability, and Equity accounts imported from QuickBooks? This corrects negative balances caused by QB\'s sign convention.')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-warning"
|
||||
title="Fixes negative opening balances on Revenue/Liability/Equity accounts imported from QuickBooks IIF">
|
||||
<i class="bi bi-sign-stop me-1"></i>Fix QB Import Signs
|
||||
</button>
|
||||
</form>
|
||||
<form id="recalcBalancesForm" asp-action="RecalculateBalances" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="button" id="btnRecalcBalances" class="btn btn-outline-secondary"
|
||||
title="Recompute CurrentBalance for all accounts from ledger transactions">
|
||||
<i class="bi bi-arrow-repeat me-1"></i>Recalculate Balances
|
||||
</button>
|
||||
</form>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-lg me-1"></i>New Account
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Bootstrap toast — confirmation before recalculating balances *@
|
||||
<div class="toast-container position-fixed top-50 start-50 translate-middle p-3" style="z-index:1100">
|
||||
<div id="recalcConfirmToast" class="toast align-items-center border-0 bg-dark text-white" role="alert" aria-atomic="true" data-bs-autohide="false">
|
||||
<div class="toast-body d-flex flex-column gap-2 py-3 px-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<i class="bi bi-arrow-repeat fs-5 text-warning"></i>
|
||||
<span class="fw-semibold">Recalculate all account balances?</span>
|
||||
</div>
|
||||
<p class="mb-1 small text-white-50">This will recompute every account's balance from transaction history. The page will reload when done.</p>
|
||||
<div class="d-flex gap-2">
|
||||
<button id="btnRecalcConfirm" type="button" class="btn btn-warning btn-sm fw-semibold">
|
||||
<i class="bi bi-check-lg me-1"></i>Yes, recalculate
|
||||
</button>
|
||||
<button type="button" class="btn btn-outline-light btn-sm" data-bs-dismiss="toast">Cancel</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="card shadow-sm border-0">
|
||||
<div class="card-body text-center py-5">
|
||||
<i class="bi bi-journal-bookmark display-4 text-muted mb-3 d-block"></i>
|
||||
<h5 class="mb-2">No accounts set up yet</h5>
|
||||
<p class="text-muted mb-4">Get started quickly by loading a standard chart of accounts<br>tailored for a powder coating business.</p>
|
||||
<form asp-action="SeedDefaultAccounts" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-magic me-1"></i>Create Default Accounts
|
||||
</button>
|
||||
<a asp-action="Create" class="btn btn-outline-secondary ms-2">
|
||||
<i class="bi bi-plus-lg me-1"></i>Add Manually
|
||||
</a>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@foreach (var group in Model)
|
||||
{
|
||||
var color = TypeColor(group.Key);
|
||||
var icon = TypeIcon(group.Key);
|
||||
var label = TypeLabel(group.Key);
|
||||
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-header bg-@color bg-opacity-10 border-@color border-opacity-25">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<i class="bi @icon text-@color fs-5"></i>
|
||||
<h6 class="mb-0 fw-semibold text-@color">@label</h6>
|
||||
<span class="badge bg-@color ms-auto">@group.Count() accounts</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-hover table-sm mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:110px">Number</th>
|
||||
<th>Name</th>
|
||||
<th>Sub-Type</th>
|
||||
<th>Parent</th>
|
||||
<th style="width:80px">Status</th>
|
||||
<th style="width:120px" class="text-end">Balance</th>
|
||||
<th style="width:150px" class="text-end">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var acct in group.OrderBy(a => a.AccountNumber))
|
||||
{
|
||||
<tr class="@(acct.IsActive ? "" : "text-muted opacity-75") table-row-link"
|
||||
data-href="@Url.Action("Ledger", new { id = acct.Id })"
|
||||
style="cursor:pointer">
|
||||
<td>
|
||||
<code class="text-@color">@acct.AccountNumber</code>
|
||||
</td>
|
||||
<td>
|
||||
<span class="fw-medium">@acct.Name</span>
|
||||
@if (acct.IsSystem)
|
||||
{
|
||||
<span class="badge bg-secondary ms-1" title="System account — cannot be deleted">sys</span>
|
||||
}
|
||||
</td>
|
||||
<td><span class="text-muted small">@acct.AccountSubType.ToDisplayName()</span></td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(acct.ParentAccountName))
|
||||
{
|
||||
<span class="text-muted small">@acct.ParentAccountName</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (acct.IsActive)
|
||||
{
|
||||
<span class="badge bg-success-subtle text-success">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary-subtle text-secondary">Inactive</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end text-nowrap fw-medium @(acct.CurrentBalance >= 0 ? "text-success" : "text-danger")">
|
||||
@acct.CurrentBalance.ToString("C")
|
||||
</td>
|
||||
<td class="text-end text-nowrap">
|
||||
<a asp-action="Ledger" asp-route-id="@acct.Id" class="btn btn-sm btn-outline-secondary me-1" title="View Ledger">
|
||||
<i class="bi bi-journal-text"></i>
|
||||
</a>
|
||||
<a asp-action="Edit" asp-route-id="@acct.Id" class="btn btn-sm btn-outline-primary me-1" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
@if (!acct.IsSystem)
|
||||
{
|
||||
<form asp-action="Delete" asp-route-id="@acct.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Delete account @acct.AccountNumber – @acct.Name?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger" title="Delete">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-journal-x display-3 text-muted"></i>
|
||||
<p class="mt-3 text-muted">No accounts found. Use the Seed Data page to generate default accounts.</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
document.querySelectorAll('tr.table-row-link').forEach(row => {
|
||||
row.addEventListener('click', e => {
|
||||
if (e.target.closest('a, button, form')) return;
|
||||
window.location.href = row.dataset.href;
|
||||
});
|
||||
});
|
||||
|
||||
// Recalculate Balances — show confirmation toast instead of native confirm()
|
||||
const recalcToast = new bootstrap.Toast(document.getElementById('recalcConfirmToast'));
|
||||
|
||||
document.getElementById('btnRecalcBalances').addEventListener('click', () => {
|
||||
recalcToast.show();
|
||||
});
|
||||
|
||||
document.getElementById('btnRecalcConfirm').addEventListener('click', () => {
|
||||
recalcToast.hide();
|
||||
document.getElementById('recalcBalancesForm').submit();
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
|
||||
@@ -1,284 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.AccountLedgerDto
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Ledger — {Model.AccountNumber} {Model.Name}";
|
||||
ViewData["PageIcon"] = "bi-journal-text";
|
||||
ViewData["PageHelpTitle"] = "Account Ledger";
|
||||
ViewData["PageHelpContent"] = "A chronological list of every transaction posted to this account. Click any Reference to open the source record. Debit increases asset and expense accounts; credit increases liability, equity, and revenue accounts. Use the date range or quick buttons (This Month, YTD, etc.) to narrow the view.";
|
||||
|
||||
string typeColor = Model.AccountType switch
|
||||
{
|
||||
AccountType.Asset => "success",
|
||||
AccountType.Liability => "danger",
|
||||
AccountType.Equity => "primary",
|
||||
AccountType.Revenue => "info",
|
||||
AccountType.CostOfGoods => "warning",
|
||||
AccountType.Expense => "secondary",
|
||||
_ => "secondary"
|
||||
};
|
||||
|
||||
string typeIcon = Model.AccountType switch
|
||||
{
|
||||
AccountType.Asset => "bi-safe",
|
||||
AccountType.Liability => "bi-credit-card",
|
||||
AccountType.Equity => "bi-bar-chart-line",
|
||||
AccountType.Revenue => "bi-graph-up-arrow",
|
||||
AccountType.CostOfGoods => "bi-box-seam",
|
||||
AccountType.Expense => "bi-receipt-cutoff",
|
||||
_ => "bi-journal"
|
||||
};
|
||||
|
||||
string typeLabel = Model.AccountType.ToDisplayName();
|
||||
|
||||
// Derive from AccountSubType (more reliable than AccountType which users can misconfigure)
|
||||
bool normalDebitBalance =
|
||||
Model.AccountSubType == AccountSubType.Cash ||
|
||||
Model.AccountSubType == AccountSubType.Checking ||
|
||||
Model.AccountSubType == AccountSubType.Savings ||
|
||||
Model.AccountSubType == AccountSubType.AccountsReceivable ||
|
||||
Model.AccountSubType == AccountSubType.Inventory ||
|
||||
Model.AccountSubType == AccountSubType.FixedAsset ||
|
||||
Model.AccountSubType == AccountSubType.OtherCurrentAsset ||
|
||||
Model.AccountSubType == AccountSubType.OtherAsset ||
|
||||
Model.AccountSubType == AccountSubType.CostOfGoodsSold ||
|
||||
(int)Model.AccountSubType >= 50; // all Expense subtypes
|
||||
|
||||
string balanceLabel = normalDebitBalance ? "Debit Balance" : "Credit Balance";
|
||||
|
||||
// Quick-range helpers for the filter bar
|
||||
var today = DateTime.Today;
|
||||
var thisMonthFrom = new DateTime(today.Year, today.Month, 1).ToString("yyyy-MM-dd");
|
||||
var thisMonthTo = today.ToString("yyyy-MM-dd");
|
||||
var lastMonthFrom = new DateTime(today.Year, today.Month, 1).AddMonths(-1).ToString("yyyy-MM-dd");
|
||||
var lastMonthTo = new DateTime(today.Year, today.Month, 1).AddDays(-1).ToString("yyyy-MM-dd");
|
||||
var qtdFrom = new DateTime(today.Year, ((today.Month - 1) / 3) * 3 + 1, 1).ToString("yyyy-MM-dd");
|
||||
var ytdFrom = new DateTime(today.Year, 1, 1).ToString("yyyy-MM-dd");
|
||||
}
|
||||
|
||||
<!-- Breadcrumb -->
|
||||
<nav aria-label="breadcrumb" class="mb-3">
|
||||
<ol class="breadcrumb">
|
||||
<li class="breadcrumb-item"><a asp-action="Index">Chart of Accounts</a></li>
|
||||
<li class="breadcrumb-item active">@Model.AccountNumber – @Model.Name</li>
|
||||
</ol>
|
||||
</nav>
|
||||
|
||||
<!-- Account header -->
|
||||
<div class="d-flex align-items-center gap-3 mb-4">
|
||||
<div class="rounded-3 p-3 bg-@typeColor bg-opacity-10 text-@typeColor">
|
||||
<i class="bi @typeIcon fs-3"></i>
|
||||
</div>
|
||||
<div>
|
||||
<p class="text-muted mb-0">
|
||||
<span class="badge bg-@typeColor bg-opacity-75 me-1">@typeLabel</span>
|
||||
<span class="text-muted small">@Model.AccountSubType.ToDisplayName() · @balanceLabel</span>
|
||||
</p>
|
||||
</div>
|
||||
<div class="ms-auto">
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-pencil me-1"></i>Edit Account
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Date range filter -->
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-body py-3">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<input type="hidden" name="id" value="@Model.Id" />
|
||||
<div class="col-auto">
|
||||
<label class="form-label form-label-sm mb-1">From</label>
|
||||
<input type="date" name="from" class="form-control form-control-sm" value="@Model.From.ToString("yyyy-MM-dd")" />
|
||||
</div>
|
||||
<div class="col-auto">
|
||||
<label class="form-label form-label-sm mb-1">To</label>
|
||||
<input type="date" name="to" class="form-control form-control-sm" value="@Model.To.ToString("yyyy-MM-dd")" />
|
||||
</div>
|
||||
<div class="col-auto">
|
||||
<button type="submit" class="btn btn-primary btn-sm">
|
||||
<i class="bi bi-funnel me-1"></i>Filter
|
||||
</button>
|
||||
</div>
|
||||
<div class="col-auto ms-2">
|
||||
<div class="btn-group btn-group-sm" role="group">
|
||||
<a href="@Url.Action("Ledger", new { id = Model.Id, from = thisMonthFrom, to = thisMonthTo })"
|
||||
class="btn btn-outline-secondary">This Month</a>
|
||||
<a href="@Url.Action("Ledger", new { id = Model.Id, from = lastMonthFrom, to = lastMonthTo })"
|
||||
class="btn btn-outline-secondary">Last Month</a>
|
||||
<a href="@Url.Action("Ledger", new { id = Model.Id, from = qtdFrom, to = thisMonthTo })"
|
||||
class="btn btn-outline-secondary">QTD</a>
|
||||
<a href="@Url.Action("Ledger", new { id = Model.Id, from = ytdFrom, to = thisMonthTo })"
|
||||
class="btn btn-outline-secondary">YTD</a>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Summary cards -->
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100 text-center">
|
||||
<div class="card-body py-3">
|
||||
<div class="h5 text-muted mb-1">@Model.OpeningBalance.ToString("C")</div>
|
||||
<div class="text-muted small">Opening Balance</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100 text-center">
|
||||
<div class="card-body py-3">
|
||||
@{
|
||||
var netChange = normalDebitBalance
|
||||
? Model.PeriodDebits - Model.PeriodCredits
|
||||
: Model.PeriodCredits - Model.PeriodDebits;
|
||||
var netColor = netChange >= 0 ? "success" : "danger";
|
||||
}
|
||||
<div class="h5 text-@netColor mb-1">@netChange.ToString("C")</div>
|
||||
<div class="text-muted small">Period Net Change</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100 text-center">
|
||||
<div class="card-body py-3">
|
||||
<div class="h5 text-success mb-1">@Model.PeriodDebits.ToString("C")</div>
|
||||
<div class="text-muted small">Total Debits</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100 text-center border-@typeColor border-opacity-50">
|
||||
<div class="card-body py-3">
|
||||
<div class="h5 fw-bold text-@typeColor mb-1">@Model.ClosingBalance.ToString("C")</div>
|
||||
<div class="text-muted small">Closing @balanceLabel</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Ledger table -->
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header d-flex align-items-center justify-content-between">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<span class="fw-semibold">
|
||||
<i class="bi bi-journal-text me-1"></i>
|
||||
Transactions
|
||||
<span class="text-muted fw-normal small ms-1">
|
||||
@Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy")
|
||||
</span>
|
||||
</span>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Transaction Ledger"
|
||||
data-bs-content="Each row is one side of a double-entry posting. Reference links back to the source record (invoice, bill, expense, or payment). Debit and Credit show which side of the entry hit this account. Running Balance updates after each line. The Opening Balance row shows the balance brought forward from before the selected date range.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<span class="badge bg-secondary">@Model.Entries.Count entries</span>
|
||||
</div>
|
||||
|
||||
@if (!Model.Entries.Any())
|
||||
{
|
||||
<div class="card-body text-center py-5 text-muted">
|
||||
<i class="bi bi-journal-x fs-1 d-block mb-2"></i>
|
||||
<p class="mb-0">No transactions found for this account in the selected period.</p>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover table-sm align-middle mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:105px">Date</th>
|
||||
<th style="width:160px">Reference</th>
|
||||
<th style="width:140px">Source</th>
|
||||
<th>Description</th>
|
||||
<th class="text-end" style="width:110px">Debit</th>
|
||||
<th class="text-end" style="width:110px">Credit</th>
|
||||
<th class="text-end" style="width:120px">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- Opening balance row -->
|
||||
<tr class="table-light">
|
||||
<td class="text-muted small">@Model.From.ToString("MM/dd/yyyy")</td>
|
||||
<td><span class="fw-medium text-muted">—</span></td>
|
||||
<td><span class="badge bg-dark-subtle text-dark">Opening Balance</span></td>
|
||||
<td class="text-muted small">Balance brought forward as of @Model.From.ToString("MMM d, yyyy")</td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
<td class="text-end">
|
||||
<span class="fw-semibold @(Model.OpeningBalance < 0 ? "text-danger" : "")">
|
||||
@Model.OpeningBalance.ToString("C")
|
||||
</span>
|
||||
</td>
|
||||
</tr>
|
||||
@foreach (var entry in Model.Entries)
|
||||
{
|
||||
<tr>
|
||||
<td class="text-muted small">@entry.Date.ToString("MM/dd/yyyy")</td>
|
||||
<td>
|
||||
@if (entry.LinkController != null && entry.LinkId.HasValue)
|
||||
{
|
||||
<a asp-controller="@entry.LinkController" asp-action="Details"
|
||||
asp-route-id="@entry.LinkId" class="text-decoration-none fw-medium">
|
||||
@entry.Reference
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="fw-medium">@entry.Reference</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
string sourceBadge = entry.Source switch
|
||||
{
|
||||
"Invoice" => "bg-info-subtle text-info",
|
||||
"Invoice Payment" => "bg-success-subtle text-success",
|
||||
"Customer Payment" => "bg-success-subtle text-success",
|
||||
"Bill" => "bg-warning-subtle text-warning",
|
||||
"Bill Payment" => "bg-danger-subtle text-danger",
|
||||
"Expense" => "bg-secondary-subtle text-secondary",
|
||||
"Sales Tax" => "bg-primary-subtle text-primary",
|
||||
_ => "bg-secondary-subtle text-secondary"
|
||||
};
|
||||
}
|
||||
<span class="badge @sourceBadge">@entry.Source</span>
|
||||
</td>
|
||||
<td class="text-muted small">@entry.Description</td>
|
||||
<td class="text-end">
|
||||
@if (entry.Debit > 0)
|
||||
{
|
||||
<span class="text-success fw-medium">@entry.Debit.ToString("C")</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
@if (entry.Credit > 0)
|
||||
{
|
||||
<span class="text-danger fw-medium">@entry.Credit.ToString("C")</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<span class="fw-semibold @(entry.RunningBalance < 0 ? "text-danger" : "")">
|
||||
@entry.RunningBalance.ToString("C")
|
||||
</span>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot class="table-light fw-semibold">
|
||||
<tr>
|
||||
<td colspan="4" class="text-muted small">Period Totals</td>
|
||||
<td class="text-end text-success">@Model.PeriodDebits.ToString("C")</td>
|
||||
<td class="text-end text-danger">@Model.PeriodCredits.ToString("C")</td>
|
||||
<td class="text-end">@Model.ClosingBalance.ToString("C")</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@@ -1,205 +0,0 @@
|
||||
@model AiUsageReportViewModel
|
||||
@{
|
||||
ViewData["Title"] = "AI Usage Report";
|
||||
ViewData["PageIcon"] = "bi-robot";
|
||||
|
||||
string FeatureIcon(string? f) => f switch {
|
||||
"PhotoQuote" => "bi-camera",
|
||||
"HelpChat" => "bi-chat-dots",
|
||||
"ReceiptScan" => "bi-receipt",
|
||||
"AccountSuggest" => "bi-tags",
|
||||
"ArFollowUp" => "bi-envelope",
|
||||
"FinancialSummary" => "bi-bar-chart",
|
||||
"CashFlowForecast" => "bi-graph-up",
|
||||
"AnomalyDetection" => "bi-exclamation-triangle",
|
||||
_ => "bi-cpu"
|
||||
};
|
||||
}
|
||||
|
||||
<div class="container-fluid mt-3">
|
||||
<div class="mb-2">
|
||||
<a asp-controller="PlatformAdmin" asp-action="Observability" class="text-muted small text-decoration-none">
|
||||
<i class="bi bi-arrow-left me-1"></i>Observability
|
||||
</a>
|
||||
</div>
|
||||
<div class="d-flex align-items-center justify-content-between mb-4">
|
||||
<div>
|
||||
<h4 class="mb-0"><i class="bi bi-robot me-2 text-primary"></i>AI Usage Report</h4>
|
||||
<p class="text-muted small mb-0">Anthropic API call volume and photo uploads per tenant. Last 30 days unless noted.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Summary Cards -->
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-sm-6 col-xl-3">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-primary bg-opacity-10 d-flex align-items-center justify-content-center" style="width:48px;height:48px;flex-shrink:0">
|
||||
<i class="bi bi-cpu text-primary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-3 fw-bold">@Model.TotalCallsLast30Days.ToString("N0")</div>
|
||||
<div class="text-muted small">AI Calls — Last 30 Days</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-6 col-xl-3">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-success bg-opacity-10 d-flex align-items-center justify-content-center" style="width:48px;height:48px;flex-shrink:0">
|
||||
<i class="bi bi-activity text-success fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-3 fw-bold">@Model.TotalCallsToday.ToString("N0")</div>
|
||||
<div class="text-muted small">AI Calls Today</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-6 col-xl-3">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-info bg-opacity-10 d-flex align-items-center justify-content-center" style="width:48px;height:48px;flex-shrink:0">
|
||||
<i class="bi bi-camera text-info fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-3 fw-bold">@Model.TotalPhotosUploaded.ToString("N0")</div>
|
||||
<div class="text-muted small">Total AI Photos Uploaded</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-6 col-xl-3">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-warning bg-opacity-10 d-flex align-items-center justify-content-center" style="width:48px;height:48px;flex-shrink:0">
|
||||
<i class="bi bi-building text-warning fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-3 fw-bold">@Model.CompaniesActiveToday</div>
|
||||
<div class="text-muted small">Companies Active Today</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Tier Legend -->
|
||||
<div class="d-flex flex-wrap gap-2 mb-3 align-items-center">
|
||||
<span class="text-muted small fw-semibold me-1">Usage Tier (last 30 days):</span>
|
||||
<span class="badge bg-secondary">Inactive — 0 calls</span>
|
||||
<span class="badge bg-success">Light — 1–10</span>
|
||||
<span class="badge bg-primary">Regular — 11–50</span>
|
||||
<span class="badge bg-warning text-dark">Heavy — 51–200</span>
|
||||
<span class="badge bg-danger">Power User — 200+</span>
|
||||
</div>
|
||||
|
||||
<!-- Main Table -->
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header d-flex align-items-center justify-content-between">
|
||||
<span class="fw-semibold">Per-Company Breakdown</span>
|
||||
<span class="text-muted small">@Model.Rows.Count companies total</span>
|
||||
</div>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0 align-middle" id="aiUsageTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Company</th>
|
||||
<th>Plan</th>
|
||||
<th class="text-center" title="Calls today">Today</th>
|
||||
<th class="text-center" title="Calls in the last 7 days">7 Days</th>
|
||||
<th class="text-center" title="Calls in the last 30 days">30 Days</th>
|
||||
<th class="text-center" title="All-time call count">All Time</th>
|
||||
<th class="text-center" title="Total AI analysis photos uploaded">Photos</th>
|
||||
<th>Top Feature (30d)</th>
|
||||
<th class="text-center">Tier</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var row in Model.Rows)
|
||||
{
|
||||
<tr>
|
||||
<td>
|
||||
<a asp-controller="Companies" asp-action="Details" asp-route-id="@row.CompanyId"
|
||||
class="fw-semibold text-decoration-none">
|
||||
@row.CompanyName
|
||||
</a>
|
||||
@if (!row.IsActive)
|
||||
{
|
||||
<span class="badge bg-secondary ms-1">Inactive</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<span class="badge bg-secondary-subtle text-secondary-emphasis border border-secondary-subtle">
|
||||
@row.Plan
|
||||
</span>
|
||||
</td>
|
||||
<td class="text-center @(row.Today > 0 ? "fw-semibold" : "text-muted")">
|
||||
@(row.Today > 0 ? row.Today.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.Last7Days > 0 ? "fw-semibold" : "text-muted")">
|
||||
@(row.Last7Days > 0 ? row.Last7Days.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.Last30Days > 0 ? "fw-semibold" : "text-muted")">
|
||||
@(row.Last30Days > 0 ? row.Last30Days.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.AllTime > 0 ? "" : "text-muted")">
|
||||
@(row.AllTime > 0 ? row.AllTime.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.PhotoCount > 0 ? "" : "text-muted")">
|
||||
@if (row.PhotoCount > 0)
|
||||
{
|
||||
<span><i class="bi bi-camera me-1"></i>@row.PhotoCount.ToString("N0")</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span>—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (row.TopFeature != null)
|
||||
{
|
||||
<span title="@string.Join(", ", row.FeatureBreakdown.OrderByDescending(kv => kv.Value).Select(kv => $"{row.FeatureDisplayName(kv.Key)}: {kv.Value}"))">
|
||||
<i class="bi @FeatureIcon(row.TopFeature) me-1 text-muted"></i>
|
||||
@row.FeatureDisplayName(row.TopFeature)
|
||||
@if (row.FeatureBreakdown.Count > 1)
|
||||
{
|
||||
<span class="badge bg-light text-muted border ms-1" style="font-size:.7rem">
|
||||
+@(row.FeatureBreakdown.Count - 1) more
|
||||
</span>
|
||||
}
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<span class="badge @row.TierBadgeClass">@row.UsageTier</span>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
@if (!Model.Rows.Any())
|
||||
{
|
||||
<tr>
|
||||
<td colspan="9" class="text-center text-muted py-5">
|
||||
<i class="bi bi-robot fs-1 d-block mb-2 opacity-25"></i>
|
||||
No AI usage logged yet. Usage data will appear here once tenants start using AI features.
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,164 +0,0 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@model List<Announcement>
|
||||
@{
|
||||
ViewData["Title"] = "Announcements";
|
||||
|
||||
string TypeBadge(string type) => type switch {
|
||||
"success" => "bg-success",
|
||||
"warning" => "bg-warning",
|
||||
"danger" => "bg-danger",
|
||||
_ => "bg-info"
|
||||
};
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] a.text-dark { color: var(--bs-body-color) !important; }
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="container-fluid py-3">
|
||||
<div class="d-flex align-items-center justify-content-between mb-3">
|
||||
<h4 class="mb-0"><i class="bi bi-megaphone me-2 text-primary"></i>Announcements</h4>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-lg me-1"></i>New Announcement
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible mb-3" role="alert">
|
||||
@TempData["Success"]<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover align-middle mb-0 small">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Title</th>
|
||||
<th>Type</th>
|
||||
<th>Target</th>
|
||||
<th>Starts</th>
|
||||
<th>Expires</th>
|
||||
<th>Active</th>
|
||||
<th>Dismissible</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<tr><td colspan="8" class="text-center text-muted py-5">No announcements yet.</td></tr>
|
||||
}
|
||||
@foreach (var a in Model)
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var isLive = a.IsActive && a.StartsAt <= now && (a.ExpiresAt == null || a.ExpiresAt > now);
|
||||
<tr class="@(!a.IsActive ? "opacity-50" : "")" style="cursor:pointer"
|
||||
onclick="window.location='@Url.Action("Edit", new { id = a.Id })'">
|
||||
<td>
|
||||
<div class="fw-medium">@a.Title</div>
|
||||
<small class="text-muted">@a.Message.Substring(0, Math.Min(60, a.Message.Length))@(a.Message.Length > 60 ? "…" : "")</small>
|
||||
</td>
|
||||
<td><span class="badge @TypeBadge(a.Type)">@a.Type</span></td>
|
||||
<td>
|
||||
@if (a.Target == "All") { <span class="badge bg-secondary">All</span> }
|
||||
else if (a.Target == "Plan") { <span class="badge bg-primary">Plan @a.TargetPlan</span> }
|
||||
else { <span class="badge bg-warning">Co. #@a.TargetCompanyId</span> }
|
||||
</td>
|
||||
<td>@a.StartsAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy HH:mm")</td>
|
||||
<td>@(a.ExpiresAt.HasValue ? a.ExpiresAt.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy HH:mm") : "Never")</td>
|
||||
<td>
|
||||
@if (isLive)
|
||||
{ <span class="badge bg-success">Live</span> }
|
||||
else if (!a.IsActive)
|
||||
{ <span class="badge bg-secondary">Disabled</span> }
|
||||
else if (a.ExpiresAt.HasValue && a.ExpiresAt < now)
|
||||
{ <span class="badge bg-secondary">Expired</span> }
|
||||
else
|
||||
{ <span class="badge bg-warning">Scheduled</span> }
|
||||
</td>
|
||||
<td>
|
||||
@(a.IsDismissible
|
||||
? Html.Raw("<i class=\"bi bi-check-circle-fill text-success\"></i>")
|
||||
: Html.Raw("<i class=\"bi bi-dash-circle text-muted\"></i>"))
|
||||
</td>
|
||||
<td class="text-end" onclick="event.stopPropagation()">
|
||||
<a asp-action="Edit" asp-route-id="@a.Id"
|
||||
class="btn btn-sm btn-outline-primary py-0 px-2 me-1">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<form method="post" asp-action="ResetDismissals" asp-route-id="@a.Id" class="d-inline"
|
||||
onsubmit="return confirm('Reset all dismissals? The announcement will reappear for all users.')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button class="btn btn-sm btn-outline-warning py-0 px-2" title="Reset dismissals">
|
||||
<i class="bi bi-arrow-counterclockwise"></i>
|
||||
</button>
|
||||
</form>
|
||||
<form method="post" asp-action="Delete" asp-route-id="@a.Id" class="d-inline"
|
||||
onsubmit="return confirm('Delete this announcement?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button class="btn btn-sm btn-outline-danger py-0 px-2">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<p class="text-center text-muted py-4">No announcements yet.</p>
|
||||
}
|
||||
@foreach (var a in Model)
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var isLive = a.IsActive && a.StartsAt <= now && (a.ExpiresAt == null || a.ExpiresAt > now);
|
||||
string statusBadge, statusText;
|
||||
if (isLive) { statusBadge = "bg-success"; statusText = "Live"; }
|
||||
else if (!a.IsActive) { statusBadge = "bg-secondary"; statusText = "Disabled"; }
|
||||
else if (a.ExpiresAt.HasValue && a.ExpiresAt < now) { statusBadge = "bg-secondary"; statusText = "Expired"; }
|
||||
else { statusBadge = "bg-warning"; statusText = "Scheduled"; }
|
||||
|
||||
<a href="@Url.Action("Edit", new { id = a.Id })" class="mobile-data-card text-decoration-none">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon bg-primary"><i class="bi bi-megaphone"></i></div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@a.Title</h6>
|
||||
<small>@a.StartsAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy HH:mm")</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Status</span>
|
||||
<span class="mobile-card-value"><span class="badge @statusBadge">@statusText</span></span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Target</span>
|
||||
<span class="mobile-card-value">
|
||||
@if (a.Target == "All") { <span class="badge bg-secondary">All</span> }
|
||||
else if (a.Target == "Plan") { <span class="badge bg-primary">Plan @a.TargetPlan</span> }
|
||||
else { <span class="badge bg-warning">Co. #@a.TargetCompanyId</span> }
|
||||
</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Expires</span>
|
||||
<span class="mobile-card-value">@(a.ExpiresAt.HasValue ? a.ExpiresAt.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy") : "Never")</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<span class="btn btn-sm btn-outline-primary">Edit →</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,122 +0,0 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@model Announcement
|
||||
@{
|
||||
var planConfigs = (dynamic)ViewBag.PlanConfigs;
|
||||
var companies = (dynamic)ViewBag.Companies;
|
||||
}
|
||||
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium">Title <span class="text-danger">*</span></label>
|
||||
<input asp-for="Title" class="form-control" placeholder="e.g. Scheduled maintenance tonight" required />
|
||||
<span asp-validation-for="Title" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium">Message <span class="text-danger">*</span></label>
|
||||
<textarea asp-for="Message" class="form-control" rows="3"
|
||||
placeholder="The platform will be offline for maintenance on Saturday from 2–4 AM ET." required></textarea>
|
||||
<span asp-validation-for="Message" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="col-md-4">
|
||||
<label class="form-label fw-medium">Type</label>
|
||||
<select asp-for="Type" class="form-select">
|
||||
<option value="info">Info (blue)</option>
|
||||
<option value="success">Success (green)</option>
|
||||
<option value="warning">Warning (yellow)</option>
|
||||
<option value="danger">Danger (red)</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="col-md-4">
|
||||
<label class="form-label fw-medium">Target Audience</label>
|
||||
<select asp-for="Target" class="form-select" id="targetSelect" onchange="toggleTarget()">
|
||||
<option value="All">All companies</option>
|
||||
<option value="Plan">Specific plan</option>
|
||||
<option value="Company">Specific company</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="col-md-4">
|
||||
<div id="planTargetGroup" style="display:none">
|
||||
<label class="form-label fw-medium">Plan</label>
|
||||
<select asp-for="TargetPlan" class="form-select">
|
||||
<option value="">— select —</option>
|
||||
@foreach (var p in planConfigs)
|
||||
{
|
||||
<option value="@p.Plan">@p.DisplayName</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div id="companyTargetGroup" style="display:none">
|
||||
<label class="form-label fw-medium">Company</label>
|
||||
<select asp-for="TargetCompanyId" class="form-select">
|
||||
<option value="">— select —</option>
|
||||
@foreach (var c in companies)
|
||||
{
|
||||
<option value="@c.Id">@c.CompanyName</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-6">
|
||||
<label class="form-label fw-medium">Starts At</label>
|
||||
<input asp-for="StartsAt" type="datetime-local" class="form-control"
|
||||
value="@Model.StartsAt.Tz(ViewBag.CompanyTimeZone as string).ToString("yyyy-MM-ddTHH:mm")" />
|
||||
</div>
|
||||
|
||||
<div class="col-md-6">
|
||||
<label class="form-label fw-medium">Expires At <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<input asp-for="ExpiresAt" type="datetime-local" class="form-control"
|
||||
value="@(Model.ExpiresAt.HasValue ? Model.ExpiresAt.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("yyyy-MM-ddTHH:mm") : "")" />
|
||||
<div class="form-text">Leave blank to never expire.</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-6">
|
||||
<div class="form-check form-switch mt-2">
|
||||
<input asp-for="IsActive" class="form-check-input" type="checkbox" />
|
||||
<label asp-for="IsActive" class="form-check-label">Active (visible to users)</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-6">
|
||||
<div class="form-check form-switch mt-2">
|
||||
<input asp-for="IsDismissible" class="form-check-input" type="checkbox" />
|
||||
<label asp-for="IsDismissible" class="form-check-label">Dismissible by users</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Live preview *@
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium text-muted">Preview</label>
|
||||
<div id="announcementPreview" class="alert mb-0" role="alert">
|
||||
<strong id="previewTitle">@Model.Title</strong>
|
||||
<span id="previewMessage"> — @Model.Message</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
function toggleTarget() {
|
||||
const v = document.getElementById('targetSelect').value;
|
||||
document.getElementById('planTargetGroup').style.display = v === 'Plan' ? '' : 'none';
|
||||
document.getElementById('companyTargetGroup').style.display = v === 'Company' ? '' : 'none';
|
||||
}
|
||||
toggleTarget();
|
||||
|
||||
// Live preview
|
||||
const typeMap = { info: 'alert-info', success: 'alert-success', warning: 'alert-warning', danger: 'alert-danger' };
|
||||
function updatePreview() {
|
||||
const type = document.getElementById('Type').value;
|
||||
const preview = document.getElementById('announcementPreview');
|
||||
preview.className = 'alert mb-0 ' + (typeMap[type] || 'alert-info');
|
||||
document.getElementById('previewTitle').textContent = document.getElementById('Title').value || 'Title';
|
||||
document.getElementById('previewMessage').textContent = ' — ' + (document.getElementById('Message').value || 'Message');
|
||||
}
|
||||
document.getElementById('Type')?.addEventListener('change', updatePreview);
|
||||
document.getElementById('Title')?.addEventListener('input', updatePreview);
|
||||
document.getElementById('Message')?.addEventListener('input', updatePreview);
|
||||
updatePreview();
|
||||
</script>
|
||||
|
||||
@@ -1,273 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Appointment.UpdateAppointmentDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Appointment";
|
||||
ViewData["PageIcon"] = "bi-pencil";
|
||||
ViewData["PageHelpTitle"] = "Edit Appointment";
|
||||
ViewData["PageHelpContent"] = "Update appointment details, change status, record actual arrival/completion times, or adjust the reminder. Use Actual Times to track punctuality vs scheduled time.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left"></i> Back to Details
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="row">
|
||||
<div class="col-lg-8">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<form asp-action="Edit" method="post">
|
||||
<input type="hidden" asp-for="Id" />
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<!-- Title -->
|
||||
<div class="mb-3">
|
||||
<label asp-for="Title" class="form-label">Title <span class="text-danger">*</span></label>
|
||||
<input asp-for="Title" class="form-control" />
|
||||
<span asp-validation-for="Title" class="text-danger"></span>
|
||||
</div>
|
||||
|
||||
<!-- Description -->
|
||||
<div class="mb-3">
|
||||
<label asp-for="Description" class="form-label">Description</label>
|
||||
<textarea asp-for="Description" class="form-control" rows="3"></textarea>
|
||||
<span asp-validation-for="Description" class="text-danger"></span>
|
||||
</div>
|
||||
|
||||
<div class="row">
|
||||
<!-- Customer -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="CustomerId" class="form-label">Customer</label>
|
||||
<select asp-for="CustomerId" class="form-select" asp-items="ViewBag.Customers">
|
||||
<option value="">-- Select Customer (Optional) --</option>
|
||||
</select>
|
||||
<span asp-validation-for="CustomerId" class="text-danger"></span>
|
||||
</div>
|
||||
|
||||
<!-- Appointment Type -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="AppointmentTypeId" class="form-label">Type <span class="text-danger">*</span></label>
|
||||
<select asp-for="AppointmentTypeId" class="form-select" asp-items="ViewBag.AppointmentTypes" id="appointmentType">
|
||||
<option value="">-- Select Type --</option>
|
||||
</select>
|
||||
<span asp-validation-for="AppointmentTypeId" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row">
|
||||
<!-- Status -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="AppointmentStatusId" class="form-label mb-0">Status <span class="text-danger">*</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Appointment Status"
|
||||
data-bs-content="Scheduled → Confirmed (customer acknowledged) → In Progress (currently happening) → Completed. Use Cancelled for cancellations, No Show if the customer didn't arrive, and Rescheduled when moved to a new time.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="AppointmentStatusId" class="form-select" asp-items="ViewBag.AppointmentStatuses">
|
||||
<option value="">-- Select Status --</option>
|
||||
</select>
|
||||
<span asp-validation-for="AppointmentStatusId" class="text-danger"></span>
|
||||
</div>
|
||||
|
||||
<!-- Job (conditional) -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="JobId" class="form-label">Linked Job</label>
|
||||
<select asp-for="JobId" class="form-select" asp-items="ViewBag.Jobs">
|
||||
<option value="">-- Select Job (Optional) --</option>
|
||||
</select>
|
||||
<span asp-validation-for="JobId" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- All Day Checkbox -->
|
||||
<div class="mb-3 form-check">
|
||||
<input asp-for="IsAllDay" class="form-check-input" id="isAllDay" />
|
||||
<label asp-for="IsAllDay" class="form-check-label">
|
||||
All Day Event
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div class="row">
|
||||
<!-- Start Date/Time -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="ScheduledStartTime" class="form-label">Start <span class="text-danger">*</span></label>
|
||||
<input asp-for="ScheduledStartTime" type="datetime-local" class="form-control" id="startTime" />
|
||||
<span asp-validation-for="ScheduledStartTime" class="text-danger"></span>
|
||||
</div>
|
||||
|
||||
<!-- End Date/Time -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="ScheduledEndTime" class="form-label">End <span class="text-danger">*</span></label>
|
||||
<input asp-for="ScheduledEndTime" type="datetime-local" class="form-control" id="endTime" />
|
||||
<span asp-validation-for="ScheduledEndTime" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Actual Times -->
|
||||
<div class="card mb-3 bg-light">
|
||||
<div class="card-header">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-clock-history me-2"></i>Actual Times</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Actual Times"
|
||||
data-bs-content="Record when the customer actually arrived and when the appointment finished. These are optional and separate from the scheduled times — useful for tracking punctuality and measuring how accurately appointments are estimated.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-6 mb-3 mb-md-0">
|
||||
<label asp-for="ActualStartTime" class="form-label">Actual Start</label>
|
||||
<input asp-for="ActualStartTime" type="datetime-local" class="form-control" />
|
||||
<span asp-validation-for="ActualStartTime" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="ActualEndTime" class="form-label">Actual End</label>
|
||||
<input asp-for="ActualEndTime" type="datetime-local" class="form-control" />
|
||||
<span asp-validation-for="ActualEndTime" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row">
|
||||
<!-- Assigned Worker -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="AssignedUserId" class="form-label">Assign To Worker</label>
|
||||
<select asp-for="AssignedUserId" class="form-select" asp-items="ViewBag.Workers">
|
||||
<option value="">-- No Assignment --</option>
|
||||
</select>
|
||||
<span asp-validation-for="AssignedUserId" class="text-danger"></span>
|
||||
</div>
|
||||
|
||||
<!-- Location -->
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="Location" class="form-label">Location</label>
|
||||
<input asp-for="Location" class="form-control" />
|
||||
<span asp-validation-for="Location" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Internal Notes -->
|
||||
<div class="mb-3">
|
||||
<label asp-for="Notes" class="form-label">Internal Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="2"></textarea>
|
||||
<span asp-validation-for="Notes" class="text-danger"></span>
|
||||
</div>
|
||||
|
||||
<!-- Reminder Settings -->
|
||||
<div class="card mb-3">
|
||||
<div class="card-header">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-bell me-2"></i>Reminder Settings</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Reminder Settings"
|
||||
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance — e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="mb-3 form-check">
|
||||
<input asp-for="IsReminderEnabled" class="form-check-input" id="reminderEnabled" />
|
||||
<label asp-for="IsReminderEnabled" class="form-check-label">
|
||||
Send reminder notification
|
||||
</label>
|
||||
</div>
|
||||
<div class="mb-0" id="reminderTime" style="display: @(Model.IsReminderEnabled ? "block" : "none")">
|
||||
<label asp-for="ReminderMinutesBefore" class="form-label">Remind me</label>
|
||||
<div class="input-group">
|
||||
<input asp-for="ReminderMinutesBefore" type="number" class="form-control" min="5" max="1440" />
|
||||
<span class="input-group-text">minutes before</span>
|
||||
</div>
|
||||
<span asp-validation-for="ReminderMinutesBefore" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Actions -->
|
||||
<div class="d-flex justify-content-between">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle"></i> Save Changes
|
||||
</button>
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Sidebar - Status Guide -->
|
||||
<div class="col-lg-4">
|
||||
<div class="card">
|
||||
<div class="card-header bg-info text-white">
|
||||
<h6 class="mb-0"><i class="bi bi-info-circle me-2"></i>Status Guide</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<h6>Status Meanings:</h6>
|
||||
<ul class="small mb-3">
|
||||
<li><strong>Scheduled:</strong> Initial appointment booking</li>
|
||||
<li><strong>Confirmed:</strong> Customer has confirmed attendance</li>
|
||||
<li><strong>In Progress:</strong> Appointment is currently happening</li>
|
||||
<li><strong>Completed:</strong> Appointment finished successfully</li>
|
||||
<li><strong>Cancelled:</strong> Appointment was cancelled</li>
|
||||
<li><strong>No Show:</strong> Customer didn't arrive</li>
|
||||
<li><strong>Rescheduled:</strong> Moved to a different time</li>
|
||||
</ul>
|
||||
<h6>Actual Times:</h6>
|
||||
<p class="small mb-0">Record when the customer actually arrived and when the appointment was completed. Useful for tracking punctuality and duration accuracy.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
<script>
|
||||
// Toggle reminder time visibility
|
||||
document.getElementById('reminderEnabled').addEventListener('change', function() {
|
||||
const reminderTime = document.getElementById('reminderTime');
|
||||
reminderTime.style.display = this.checked ? 'block' : 'none';
|
||||
});
|
||||
|
||||
// Hide time inputs when "All Day" is checked
|
||||
const isAllDayCheckbox = document.getElementById('isAllDay');
|
||||
const startTimeInput = document.getElementById('startTime');
|
||||
const endTimeInput = document.getElementById('endTime');
|
||||
|
||||
function toggleTimeInputs() {
|
||||
if (isAllDayCheckbox.checked) {
|
||||
startTimeInput.type = 'date';
|
||||
endTimeInput.type = 'date';
|
||||
} else {
|
||||
startTimeInput.type = 'datetime-local';
|
||||
endTimeInput.type = 'datetime-local';
|
||||
}
|
||||
}
|
||||
|
||||
// Initialize on load
|
||||
toggleTimeInputs();
|
||||
|
||||
isAllDayCheckbox.addEventListener('change', toggleTimeInputs);
|
||||
|
||||
// Auto-update end time when start time changes
|
||||
startTimeInput.addEventListener('change', function() {
|
||||
if (isAllDayCheckbox.checked) {
|
||||
// For all-day events, set end date to same as start date
|
||||
endTimeInput.value = this.value;
|
||||
} else {
|
||||
// For timed events, set end time to 1 hour after start time
|
||||
const newEndTime = new Date(this.value);
|
||||
newEndTime.setHours(newEndTime.getHours() + 1);
|
||||
endTimeInput.value = newEndTime.toISOString().slice(0, 16);
|
||||
}
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,124 +0,0 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@using System.Text.Json
|
||||
@model AuditLog
|
||||
@{
|
||||
ViewData["Title"] = "Audit Entry";
|
||||
|
||||
JsonElement ParseJson(string? json)
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(json)) return default;
|
||||
try { return JsonDocument.Parse(json).RootElement; }
|
||||
catch { return default; }
|
||||
}
|
||||
|
||||
var oldData = ParseJson(Model.OldValues);
|
||||
var newData = ParseJson(Model.NewValues);
|
||||
}
|
||||
|
||||
<div class="container-fluid py-3" style="max-width:900px">
|
||||
<div class="d-flex align-items-center gap-3 mb-3">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back
|
||||
</a>
|
||||
<h4 class="mb-0"><i class="bi bi-shield-check me-2 text-primary"></i>Audit Entry #@Model.Id</h4>
|
||||
</div>
|
||||
|
||||
<div class="row g-3">
|
||||
<div class="col-md-5">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h6 class="mb-0 fw-semibold">Event Details</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<dl class="row small mb-0">
|
||||
<dt class="col-5 text-muted">Timestamp</dt>
|
||||
<dd class="col-7">@Model.Timestamp.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM dd, yyyy HH:mm:ss")</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Action</dt>
|
||||
<dd class="col-7">
|
||||
<span class="badge @(Model.Action switch {
|
||||
"Created" => "bg-success", "Updated" => "bg-primary",
|
||||
"Deleted" => "bg-danger", "Restored" => "bg-warning text-dark",
|
||||
_ => "bg-secondary" })">@Model.Action</span>
|
||||
</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Entity Type</dt>
|
||||
<dd class="col-7">@Model.EntityType</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Entity ID</dt>
|
||||
<dd class="col-7">@(Model.EntityId ?? "—")</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Description</dt>
|
||||
<dd class="col-7">@(Model.EntityDescription ?? "—")</dd>
|
||||
|
||||
<dt class="col-5 text-muted">User</dt>
|
||||
<dd class="col-7">@Model.UserName</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Company</dt>
|
||||
<dd class="col-7">@(Model.CompanyName ?? (Model.CompanyId?.ToString() ?? "—"))</dd>
|
||||
|
||||
<dt class="col-5 text-muted">IP Address</dt>
|
||||
<dd class="col-7">@(Model.IpAddress ?? "—")</dd>
|
||||
</dl>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-7">
|
||||
@if (Model.OldValues != null || Model.NewValues != null)
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h6 class="mb-0 fw-semibold">Change Diff</h6>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm small mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Field</th>
|
||||
<th class="text-danger">Old Value</th>
|
||||
<th class="text-success">New Value</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@{
|
||||
// Union all property names from both old and new
|
||||
var keys = new HashSet<string>();
|
||||
if (oldData.ValueKind == JsonValueKind.Object)
|
||||
foreach (var p in oldData.EnumerateObject()) keys.Add(p.Name);
|
||||
if (newData.ValueKind == JsonValueKind.Object)
|
||||
foreach (var p in newData.EnumerateObject()) keys.Add(p.Name);
|
||||
|
||||
foreach (var key in keys.OrderBy(k => k))
|
||||
{
|
||||
var oldVal = oldData.ValueKind == JsonValueKind.Object && oldData.TryGetProperty(key, out var ov) ? ov.ToString() : null;
|
||||
var newVal = newData.ValueKind == JsonValueKind.Object && newData.TryGetProperty(key, out var nv) ? nv.ToString() : null;
|
||||
<tr>
|
||||
<td class="fw-medium">@key</td>
|
||||
<td class="text-danger font-monospace">@(oldVal ?? "—")</td>
|
||||
<td class="text-success font-monospace">@(newVal ?? "—")</td>
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
@if (!string.IsNullOrWhiteSpace(Model.NewValues))
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h6 class="mb-0 fw-semibold">Notes / Detail</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<pre class="mb-0 small">@Model.NewValues</pre>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,229 +0,0 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@model List<AuditLog>
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] .card-header.bg-white { background-color: var(--bs-card-cap-bg) !important; }
|
||||
</style>
|
||||
}
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Audit Log";
|
||||
int page = ViewBag.Page;
|
||||
int totalPages = ViewBag.TotalPages;
|
||||
int totalCount = ViewBag.TotalCount;
|
||||
int pageSize = ViewBag.PageSize;
|
||||
|
||||
string PageLink(int p) => Url.Action("Index", new {
|
||||
search = ViewBag.Search, entityType = ViewBag.EntityType,
|
||||
action = ViewBag.Action, companyId = ViewBag.CompanyId,
|
||||
from = ViewBag.From, to = ViewBag.To,
|
||||
page = p, pageSize
|
||||
})!;
|
||||
|
||||
string BadgeClass(string action) => action switch {
|
||||
"Created" => "bg-success",
|
||||
"Updated" => "bg-primary",
|
||||
"Deleted" => "bg-danger",
|
||||
"Restored" => "bg-warning text-dark",
|
||||
"ManualChange" => "bg-info",
|
||||
"Login" => "bg-success",
|
||||
"Login2FABypassed" => "bg-success",
|
||||
"FailedLogin" => "bg-warning text-dark",
|
||||
"LoginDenied" => "bg-warning text-dark",
|
||||
"AccountLockedOut" => "bg-danger",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
}
|
||||
|
||||
<div class="container-fluid py-3">
|
||||
<div class="mb-2">
|
||||
<a asp-controller="PlatformAdmin" asp-action="Observability" class="text-muted small text-decoration-none">
|
||||
<i class="bi bi-arrow-left me-1"></i>Observability
|
||||
</a>
|
||||
</div>
|
||||
<div class="d-flex align-items-center justify-content-between mb-3">
|
||||
<div>
|
||||
<h4 class="mb-0"><i class="bi bi-shield-check me-2 text-primary"></i>Audit Log</h4>
|
||||
<small class="text-muted">@totalCount.ToString("N0") entries</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Filters *@
|
||||
<div class="card border-0 shadow-sm mb-3">
|
||||
<div class="card-body py-2">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-3">
|
||||
<input name="search" value="@ViewBag.Search" class="form-control form-control-sm"
|
||||
placeholder="User, entity name, ID…" />
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<select name="entityType" class="form-select form-select-sm">
|
||||
<option value="">All entity types</option>
|
||||
@foreach (var t in (List<string>)ViewBag.EntityTypes)
|
||||
{
|
||||
<option value="@t" selected="@(ViewBag.EntityType == t)">@t</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<select name="action" class="form-select form-select-sm">
|
||||
<option value="">All actions</option>
|
||||
@foreach (var a in new[] { "Created", "Updated", "Deleted", "Restored", "ManualChange", "Login", "FailedLogin", "LoginDenied", "AccountLockedOut", "Login2FABypassed" })
|
||||
{
|
||||
<option value="@a" selected="@(ViewBag.Action == a)">@a</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<select name="companyId" class="form-select form-select-sm">
|
||||
<option value="">All companies</option>
|
||||
@foreach (var c in (dynamic)ViewBag.Companies)
|
||||
{
|
||||
<option value="@c.Id" selected="@(ViewBag.CompanyId?.ToString() == c.Id.ToString())">@c.CompanyName</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-1">
|
||||
<input type="date" name="from" value="@ViewBag.From" class="form-control form-control-sm" title="From date" />
|
||||
</div>
|
||||
<div class="col-md-1">
|
||||
<input type="date" name="to" value="@ViewBag.To" class="form-control form-control-sm" title="To date" />
|
||||
</div>
|
||||
<div class="col-md-1">
|
||||
<button class="btn btn-sm btn-primary w-100">Filter</button>
|
||||
</div>
|
||||
<div class="col-auto">
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary">Clear</a>
|
||||
</div>
|
||||
<input type="hidden" name="pageSize" value="@pageSize" />
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Table *@
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover align-middle mb-0 small">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:160px">Timestamp</th>
|
||||
<th style="width:90px">Action</th>
|
||||
<th>Entity</th>
|
||||
<th>Description</th>
|
||||
<th>User</th>
|
||||
<th>Company</th>
|
||||
<th style="width:60px"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<tr><td colspan="7" class="text-center text-muted py-5">No audit entries found.</td></tr>
|
||||
}
|
||||
@foreach (var log in Model)
|
||||
{
|
||||
<tr style="cursor:pointer" onclick="window.location='@Url.Action("Details", new { id = log.Id })'">
|
||||
<td class="text-muted">@log.Timestamp.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy HH:mm:ss")</td>
|
||||
<td><span class="badge @BadgeClass(log.Action)">@log.Action</span></td>
|
||||
<td>@log.EntityType <span class="text-muted">@log.EntityId</span></td>
|
||||
<td>@log.EntityDescription</td>
|
||||
<td>@log.UserName</td>
|
||||
<td>@log.CompanyName</td>
|
||||
<td onclick="event.stopPropagation()">
|
||||
@if (log.OldValues != null || log.NewValues != null)
|
||||
{
|
||||
<a asp-action="Details" asp-route-id="@log.Id"
|
||||
class="btn btn-xs btn-outline-secondary py-0 px-1">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="text-center text-muted py-5">No audit entries found.</div>
|
||||
}
|
||||
@foreach (var log in Model)
|
||||
{
|
||||
<a href="@Url.Action("Details", new { id = log.Id })" class="mobile-data-card text-decoration-none">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon bg-primary"><i class="bi bi-shield-check"></i></div>
|
||||
<div class="mobile-card-title">
|
||||
<h6><span class="badge @BadgeClass(log.Action)">@log.Action</span></h6>
|
||||
<small class="text-muted">@log.Timestamp.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy HH:mm")</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Entity</span>
|
||||
<span class="mobile-card-value">@log.EntityType @log.EntityId</span>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(log.EntityDescription))
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Description</span>
|
||||
<span class="mobile-card-value">@log.EntityDescription</span>
|
||||
</div>
|
||||
}
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">User</span>
|
||||
<span class="mobile-card-value">@log.UserName</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Company</span>
|
||||
<span class="mobile-card-value">@log.CompanyName</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<span class="btn btn-sm btn-outline-primary">View →</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Pagination *@
|
||||
@if (totalPages > 1)
|
||||
{
|
||||
<div class="card-footer d-flex align-items-center justify-content-between py-2">
|
||||
<small class="text-muted">
|
||||
Showing @((page - 1) * pageSize + 1)–@Math.Min(page * pageSize, totalCount) of @totalCount.ToString("N0")
|
||||
</small>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
<li class="page-item @(page == 1 ? "disabled" : "")">
|
||||
<a class="page-link" href="@PageLink(page - 1)"><i class="bi bi-chevron-left"></i></a>
|
||||
</li>
|
||||
@for (int p = Math.Max(1, page - 2); p <= Math.Min(totalPages, page + 2); p++)
|
||||
{
|
||||
<li class="page-item @(p == page ? "active" : "")">
|
||||
<a class="page-link" href="@PageLink(p)">@p</a>
|
||||
</li>
|
||||
}
|
||||
<li class="page-item @(page == totalPages ? "disabled" : "")">
|
||||
<a class="page-link" href="@PageLink(page + 1)"><i class="bi bi-chevron-right"></i></a>
|
||||
</li>
|
||||
</ul>
|
||||
</nav>
|
||||
<div>
|
||||
<select class="form-select form-select-sm" style="width:auto"
|
||||
onchange="window.location='@PageLink(1)'.replace('pageSize=@pageSize','pageSize='+this.value)">
|
||||
@foreach (var ps in new[] { 25, 50, 100 })
|
||||
{
|
||||
<option value="@ps" selected="@(pageSize == ps)">@ps / page</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,48 +0,0 @@
|
||||
@model PowderCoating.Core.Entities.BankReconciliation
|
||||
@{
|
||||
ViewData["Title"] = "Start Bank Reconciliation";
|
||||
var accounts = ViewBag.AccountSelectList as List<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem> ?? new();
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center mb-3 gap-2">
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back
|
||||
</a>
|
||||
<h4 class="mb-0 fw-semibold ms-2">Start Bank Reconciliation</h4>
|
||||
</div>
|
||||
|
||||
<div class="card shadow-sm" style="max-width:600px">
|
||||
<div class="card-body">
|
||||
<form asp-action="Create" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Bank Account <span class="text-danger">*</span></label>
|
||||
<select asp-for="AccountId" asp-items="accounts" class="form-select" required>
|
||||
<option value="">— select account —</option>
|
||||
</select>
|
||||
<div class="form-text">Only Checking, Savings, and Cash accounts are listed.</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Statement Date <span class="text-danger">*</span></label>
|
||||
<input asp-for="StatementDate" type="date" class="form-control"
|
||||
value="@Model.StatementDate.ToString("yyyy-MM-dd")" required />
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Statement Ending Balance <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="EndingBalance" type="number" step="0.01" class="form-control" required />
|
||||
</div>
|
||||
<div class="form-text">Enter the closing balance from your bank statement.</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="2"></textarea>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary">Start Reconciliation</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,292 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@{
|
||||
ViewData["Title"] = "Reconcile";
|
||||
var recon = ViewBag.Recon as PowderCoating.Core.Entities.BankReconciliation;
|
||||
var deposits = ViewBag.Deposits as List<ReconciliationItem> ?? new();
|
||||
var payments = ViewBag.Payments as List<ReconciliationItem> ?? new();
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center mb-3 gap-2 flex-wrap">
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>All Reconciliations
|
||||
</a>
|
||||
<h4 class="mb-0 fw-semibold ms-2">Reconcile: @recon?.Account?.Name</h4>
|
||||
<span class="text-muted small">Statement date: @recon?.StatementDate.ToString("MMM d, yyyy")</span>
|
||||
</div>
|
||||
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent alert-dismissible fade show">
|
||||
@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="row g-3 mb-3">
|
||||
<div class="col-md-3 text-center">
|
||||
<div class="card shadow-sm py-3">
|
||||
<div class="fw-bold fs-5">@recon?.BeginningBalance.ToString("C")</div>
|
||||
<div class="text-muted small">Beginning Balance</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3 text-center">
|
||||
<div class="card shadow-sm py-3">
|
||||
<div class="fw-bold fs-5">@recon?.EndingBalance.ToString("C")</div>
|
||||
<div class="text-muted small">Statement Ending Balance</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3 text-center">
|
||||
<div class="card shadow-sm py-3">
|
||||
<div class="fw-bold fs-5" id="clearedBalance">@recon?.BeginningBalance.ToString("C")</div>
|
||||
<div class="text-muted small">Cleared Balance</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3 text-center">
|
||||
<div class="card shadow-sm py-3">
|
||||
<div class="fw-bold fs-5" id="difference">—</div>
|
||||
<div class="text-muted small">Difference</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row g-3 mb-3">
|
||||
<div class="col-md-6">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header fw-semibold">Deposits / Credits</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0">
|
||||
<thead class="table-light">
|
||||
<tr><th>Date</th><th>Reference</th><th class="text-end">Amount</th><th class="text-center">Cleared</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@if (!deposits.Any())
|
||||
{
|
||||
<tr><td colspan="4" class="text-center text-muted py-3">No deposits found.</td></tr>
|
||||
}
|
||||
@foreach (var item in deposits.OrderBy(d => d.Date))
|
||||
{
|
||||
<tr class="recon-row" data-type="@item.EntityType" data-id="@item.EntityId"
|
||||
data-amount="@item.Amount.ToString("F2")" data-direction="deposit">
|
||||
<td class="small">@item.Date.ToString("MMM d")</td>
|
||||
<td class="small text-truncate" style="max-width:120px" title="@item.Description">@item.Reference</td>
|
||||
<td class="text-end">@item.Amount.ToString("C")</td>
|
||||
<td class="text-center">
|
||||
<input type="checkbox" class="form-check-input cleared-checkbox"
|
||||
@(item.IsCleared ? "checked" : "") />
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-6">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header fw-semibold">Payments / Debits</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0">
|
||||
<thead class="table-light">
|
||||
<tr><th>Date</th><th>Reference</th><th class="text-end">Amount</th><th class="text-center">Cleared</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@if (!payments.Any())
|
||||
{
|
||||
<tr><td colspan="4" class="text-center text-muted py-3">No payments found.</td></tr>
|
||||
}
|
||||
@foreach (var item in payments)
|
||||
{
|
||||
<tr class="recon-row" data-type="@item.EntityType" data-id="@item.EntityId"
|
||||
data-amount="@item.Amount.ToString("F2")" data-direction="payment">
|
||||
<td class="small">@item.Date.ToString("MMM d")</td>
|
||||
<td class="small text-truncate" style="max-width:120px" title="@item.Description">@item.Reference</td>
|
||||
<td class="text-end">@item.Amount.ToString("C")</td>
|
||||
<td class="text-center">
|
||||
<input type="checkbox" class="form-check-input cleared-checkbox"
|
||||
@(item.IsCleared ? "checked" : "") />
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- AI Auto-Match panel -->
|
||||
<div class="card shadow-sm mb-3 border-0 bg-light">
|
||||
<div class="card-body d-flex align-items-center gap-3 flex-wrap">
|
||||
<div>
|
||||
<span class="fw-semibold"><i class="bi bi-robot text-primary me-1"></i>AI Auto-Match</span>
|
||||
<span class="text-muted small ms-2">Let Claude suggest which transactions to clear based on amounts and dates.</span>
|
||||
</div>
|
||||
<button id="aiMatchBtn" class="btn btn-outline-primary btn-sm ms-auto" type="button">
|
||||
<i class="bi bi-magic me-1"></i>Suggest Matches
|
||||
</button>
|
||||
</div>
|
||||
<div id="aiMatchResult" class="d-none px-3 pb-3">
|
||||
<div id="aiMatchInsights" class="mb-2 text-muted small"></div>
|
||||
<div id="aiMatchActions" class="d-flex gap-2 flex-wrap">
|
||||
<button id="aiMatchAccept" class="btn btn-sm btn-success d-none">
|
||||
<i class="bi bi-check-all me-1"></i>Apply All Suggestions
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<form asp-action="Complete" method="post" id="completeForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="id" value="@recon?.Id" />
|
||||
<input type="hidden" name="difference" id="differenceHidden" value="9999" />
|
||||
<button type="submit" class="btn btn-success" id="completeBtn" disabled>
|
||||
<i class="bi bi-check-circle me-1"></i>Complete Reconciliation
|
||||
</button>
|
||||
<span class="ms-2 text-muted small">Complete is enabled only when difference is $0.00</span>
|
||||
</form>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
(function() {
|
||||
const reconId = @recon?.Id;
|
||||
const beginning = @recon?.BeginningBalance.ToString("F2");
|
||||
const ending = @recon?.EndingBalance.ToString("F2");
|
||||
let token = document.querySelector('input[name="__RequestVerificationToken"]').value;
|
||||
|
||||
function recalculate() {
|
||||
let clearedDeposits = 0, clearedPayments = 0;
|
||||
document.querySelectorAll('.recon-row').forEach(row => {
|
||||
const cb = row.querySelector('.cleared-checkbox');
|
||||
const amt = parseFloat(row.dataset.amount);
|
||||
if (!cb.checked) return;
|
||||
if (row.dataset.direction === 'deposit') clearedDeposits += amt;
|
||||
else clearedPayments += amt;
|
||||
});
|
||||
|
||||
const cleared = beginning + clearedDeposits - clearedPayments;
|
||||
const difference = ending - cleared;
|
||||
|
||||
document.getElementById('clearedBalance').textContent =
|
||||
cleared.toLocaleString('en-US', { style: 'currency', currency: 'USD' });
|
||||
|
||||
const diffEl = document.getElementById('difference');
|
||||
diffEl.textContent = difference.toLocaleString('en-US', { style: 'currency', currency: 'USD' });
|
||||
diffEl.className = Math.abs(difference) < 0.005 ? 'fw-bold fs-5 text-success' : 'fw-bold fs-5 text-danger';
|
||||
|
||||
document.getElementById('differenceHidden').value = difference.toFixed(2);
|
||||
document.getElementById('completeBtn').disabled = Math.abs(difference) >= 0.005;
|
||||
}
|
||||
|
||||
document.querySelectorAll('.cleared-checkbox').forEach(cb => {
|
||||
cb.addEventListener('change', async function() {
|
||||
const row = this.closest('.recon-row');
|
||||
const type = row.dataset.type;
|
||||
const id = row.dataset.id;
|
||||
const cleared = this.checked;
|
||||
|
||||
try {
|
||||
const resp = await fetch('/BankReconciliations/ToggleCleared', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/x-www-form-urlencoded',
|
||||
'RequestVerificationToken': token
|
||||
},
|
||||
body: new URLSearchParams({
|
||||
reconId, entityType: type, entityId: id, isCleared: cleared
|
||||
})
|
||||
});
|
||||
if (!resp.ok) this.checked = !cleared; // revert on error
|
||||
} catch {
|
||||
this.checked = !cleared; // revert on network error
|
||||
}
|
||||
recalculate();
|
||||
});
|
||||
});
|
||||
|
||||
recalculate();
|
||||
|
||||
// ── AI Auto-Match ──────────────────────────────────────────────────────────
|
||||
let aiSuggestions = [];
|
||||
|
||||
document.getElementById('aiMatchBtn')?.addEventListener('click', async function() {
|
||||
const btn = this;
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing…';
|
||||
|
||||
try {
|
||||
const resp = await fetch('/BankReconciliations/AiSuggestMatches', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/x-www-form-urlencoded',
|
||||
'RequestVerificationToken': token
|
||||
},
|
||||
body: new URLSearchParams({ reconId })
|
||||
});
|
||||
const data = await resp.json();
|
||||
|
||||
const resultEl = document.getElementById('aiMatchResult');
|
||||
const insightsEl = document.getElementById('aiMatchInsights');
|
||||
resultEl.classList.remove('d-none');
|
||||
|
||||
if (!data.success) {
|
||||
insightsEl.innerHTML = `<span class="text-danger"><i class="bi bi-exclamation-triangle me-1"></i>${data.errorMessage || 'AI unavailable.'}</span>`;
|
||||
return;
|
||||
}
|
||||
|
||||
aiSuggestions = data.suggestedCleared || [];
|
||||
|
||||
// Highlight suggested rows
|
||||
aiSuggestions.forEach(s => {
|
||||
const row = document.querySelector(`.recon-row[data-type="${s.entityType}"][data-id="${s.entityId}"]`);
|
||||
if (row) {
|
||||
row.classList.add('table-info');
|
||||
const td = row.querySelector('td:last-child');
|
||||
if (td) {
|
||||
const pct = Math.round(s.confidence * 100);
|
||||
td.insertAdjacentHTML('afterend', `<td class="small text-info" style="white-space:nowrap">${pct}% — ${s.reason}</td>`);
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
// Insights
|
||||
const insights = data.insights || [];
|
||||
insightsEl.innerHTML = insights.map(i => `<i class="bi bi-lightbulb me-1 text-warning"></i>${i}`).join('<br>');
|
||||
|
||||
if (aiSuggestions.length > 0) {
|
||||
document.getElementById('aiMatchAccept').classList.remove('d-none');
|
||||
} else {
|
||||
insightsEl.innerHTML += '<br><span class="text-muted">No high-confidence suggestions found — review items manually.</span>';
|
||||
}
|
||||
} catch (err) {
|
||||
document.getElementById('aiMatchInsights').innerHTML = '<span class="text-danger">Error contacting AI service.</span>';
|
||||
document.getElementById('aiMatchResult').classList.remove('d-none');
|
||||
} finally {
|
||||
btn.disabled = false;
|
||||
btn.innerHTML = '<i class="bi bi-magic me-1"></i>Suggest Matches';
|
||||
}
|
||||
});
|
||||
|
||||
document.getElementById('aiMatchAccept')?.addEventListener('click', async function() {
|
||||
for (const s of aiSuggestions) {
|
||||
const row = document.querySelector(`.recon-row[data-type="${s.entityType}"][data-id="${s.entityId}"]`);
|
||||
if (!row) continue;
|
||||
const cb = row.querySelector('.cleared-checkbox');
|
||||
if (!cb || cb.checked) continue;
|
||||
cb.checked = true;
|
||||
// Persist via the existing toggle endpoint
|
||||
try {
|
||||
await fetch('/BankReconciliations/ToggleCleared', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': token },
|
||||
body: new URLSearchParams({ reconId, entityType: s.entityType, entityId: s.entityId, isCleared: true })
|
||||
});
|
||||
} catch {}
|
||||
}
|
||||
recalculate();
|
||||
this.textContent = 'Applied';
|
||||
this.disabled = true;
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,109 +0,0 @@
|
||||
@model PowderCoating.Core.Entities.BankReconciliation
|
||||
@using PowderCoating.Web.Controllers
|
||||
@{
|
||||
ViewData["Title"] = $"Reconciliation Report – {Model.Account?.Name}";
|
||||
var clearedDeposits = ViewBag.ClearedDeposits as IEnumerable<PowderCoating.Core.Entities.Payment> ?? Enumerable.Empty<PowderCoating.Core.Entities.Payment>();
|
||||
var clearedPayments = ViewBag.ClearedPayments as List<ReconciliationItem> ?? new();
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center mb-3 gap-2 no-print">
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back
|
||||
</a>
|
||||
<h4 class="mb-0 fw-semibold ms-2">Reconciliation Report</h4>
|
||||
<button class="btn btn-sm btn-outline-secondary ms-auto" onclick="window.print()">
|
||||
<i class="bi bi-printer me-1"></i>Print
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="card shadow-sm mb-3">
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-6">
|
||||
<h5 class="fw-semibold">@Model.Account?.Name</h5>
|
||||
<p class="text-muted mb-0">Statement Date: @Model.StatementDate.ToString("MMMM d, yyyy")</p>
|
||||
@if (Model.CompletedAt.HasValue)
|
||||
{
|
||||
<p class="text-muted small">Completed by @Model.CompletedBy on @Model.CompletedAt.Value.ToLocalTime().ToString("MMM d, yyyy")</p>
|
||||
}
|
||||
</div>
|
||||
<div class="col-md-6 text-md-end">
|
||||
<table class="table table-sm table-borderless mb-0 ms-auto" style="width:auto">
|
||||
<tr>
|
||||
<td class="text-muted">Beginning Balance:</td>
|
||||
<td class="fw-semibold text-end">@Model.BeginningBalance.ToString("C")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="text-muted">+ Cleared Deposits:</td>
|
||||
<td class="fw-semibold text-end text-success">@clearedDeposits.Sum(p => p.Amount).ToString("C")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="text-muted">– Cleared Payments:</td>
|
||||
<td class="fw-semibold text-end text-danger">@clearedPayments.Sum(p => p.Amount).ToString("C")</td>
|
||||
</tr>
|
||||
<tr class="border-top">
|
||||
<td class="fw-semibold">Statement Ending Balance:</td>
|
||||
<td class="fw-bold text-end">@Model.EndingBalance.ToString("C")</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header fw-semibold">Cleared Deposits (@clearedDeposits.Count())</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0">
|
||||
<thead class="table-light"><tr><th>Date</th><th>Reference</th><th class="text-end">Amount</th></tr></thead>
|
||||
<tbody>
|
||||
@foreach (var p in clearedDeposits.OrderBy(p => p.PaymentDate))
|
||||
{
|
||||
<tr>
|
||||
<td class="small">@p.PaymentDate.ToString("MMM d")</td>
|
||||
<td class="small">@p.Reference</td>
|
||||
<td class="text-end">@p.Amount.ToString("C")</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot class="table-light fw-semibold">
|
||||
<tr><td colspan="2" class="text-end">Total</td><td class="text-end">@clearedDeposits.Sum(p=>p.Amount).ToString("C")</td></tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header fw-semibold">Cleared Payments (@clearedPayments.Count)</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0">
|
||||
<thead class="table-light"><tr><th>Date</th><th>Reference</th><th class="text-end">Amount</th></tr></thead>
|
||||
<tbody>
|
||||
@foreach (var p in clearedPayments)
|
||||
{
|
||||
<tr>
|
||||
<td class="small">@p.Date.ToString("MMM d")</td>
|
||||
<td class="small">@p.Reference</td>
|
||||
<td class="text-end">@p.Amount.ToString("C")</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot class="table-light fw-semibold">
|
||||
<tr><td colspan="2" class="text-end">Total</td><td class="text-end">@clearedPayments.Sum(p=>p.Amount).ToString("C")</td></tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!string.IsNullOrWhiteSpace(Model.Notes))
|
||||
{
|
||||
<div class="card shadow-sm mt-3">
|
||||
<div class="card-header fw-semibold">Notes</div>
|
||||
<div class="card-body">@Model.Notes</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1,188 +0,0 @@
|
||||
@model IEnumerable<PowderCoating.Core.Entities.BannedIp>
|
||||
@{
|
||||
ViewData["Title"] = "Banned IPs";
|
||||
ViewData["PageIcon"] = "bi-slash-circle";
|
||||
var now = DateTime.UtcNow;
|
||||
var active = Model.Where(b => b.IsActive && (b.ExpiresAt == null || b.ExpiresAt > now)).ToList();
|
||||
var inactive = Model.Where(b => !b.IsActive || (b.ExpiresAt.HasValue && b.ExpiresAt <= now)).ToList();
|
||||
}
|
||||
|
||||
<div class="container-fluid py-4">
|
||||
<div class="mb-2">
|
||||
<a asp-controller="PlatformAdmin" asp-action="Observability" class="text-muted small text-decoration-none">
|
||||
<i class="bi bi-arrow-left me-1"></i>Observability
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@* Add new ban form *@
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-header bg-danger text-white">
|
||||
<h5 class="mb-0"><i class="bi bi-plus-circle"></i> Add IP Ban</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Add" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<div class="row g-3 align-items-end">
|
||||
<div class="col-md-3">
|
||||
<label class="form-label">IP Address <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<input type="text" class="form-control font-monospace" name="ipAddress"
|
||||
id="ipAddressInput" placeholder="e.g. 203.0.113.42" required />
|
||||
<button type="button" class="btn btn-outline-secondary" id="fillMyIp" title="Fill with your current IP">
|
||||
<i class="bi bi-geo-alt"></i> My IP
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Reason</label>
|
||||
<input type="text" class="form-control" name="reason"
|
||||
placeholder="e.g. Competitor snooping, scraping, abuse" maxlength="500" />
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label class="form-label">Expires (leave blank = permanent)</label>
|
||||
<input type="datetime-local" class="form-control" name="expiresAt" />
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<button type="submit" class="btn btn-danger w-100">
|
||||
<i class="bi bi-slash-circle"></i> Ban IP
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Active bans *@
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-header d-flex justify-content-between align-items-center">
|
||||
<h5 class="mb-0"><i class="bi bi-slash-circle-fill text-danger"></i> Active Bans <span class="badge bg-danger ms-1">@active.Count</span></h5>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (active.Any())
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>IP Address</th>
|
||||
<th>Reason</th>
|
||||
<th>Banned</th>
|
||||
<th>Expires</th>
|
||||
<th class="text-end">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var ban in active)
|
||||
{
|
||||
<tr>
|
||||
<td><code>@ban.IpAddress</code></td>
|
||||
<td>@(ban.Reason ?? "<em class=\"text-muted\">No reason given</em>")</td>
|
||||
<td><small class="text-muted">@ban.BannedAt.ToString("MMM dd, yyyy HH:mm")</small></td>
|
||||
<td>
|
||||
@if (ban.ExpiresAt.HasValue)
|
||||
{
|
||||
<span class="badge bg-warning text-dark">@ban.ExpiresAt.Value.ToString("MMM dd, yyyy HH:mm")</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary">Permanent</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<div class="btn-group btn-group-sm">
|
||||
<form asp-action="Lift" asp-route-id="@ban.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Lift the ban on @ban.IpAddress?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-success" title="Lift ban">
|
||||
<i class="bi bi-check-circle"></i> Lift
|
||||
</button>
|
||||
</form>
|
||||
<form asp-action="Delete" asp-route-id="@ban.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Delete ban record for @ban.IpAddress?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-danger" title="Delete record">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-4 text-muted">
|
||||
<i class="bi bi-check-circle display-4"></i>
|
||||
<p class="mt-2">No active IP bans.</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Lifted / expired bans *@
|
||||
@if (inactive.Any())
|
||||
{
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header">
|
||||
<h6 class="mb-0 text-muted"><i class="bi bi-clock-history"></i> Lifted / Expired Bans</h6>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>IP Address</th>
|
||||
<th>Reason</th>
|
||||
<th>Banned</th>
|
||||
<th>Status</th>
|
||||
<th class="text-end">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var ban in inactive)
|
||||
{
|
||||
<tr class="text-muted">
|
||||
<td><code>@ban.IpAddress</code></td>
|
||||
<td><small>@(ban.Reason ?? "—")</small></td>
|
||||
<td><small>@ban.BannedAt.ToString("MMM dd, yyyy")</small></td>
|
||||
<td>
|
||||
@if (!ban.IsActive)
|
||||
{
|
||||
<span class="badge bg-success">Lifted</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary">Expired</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<form asp-action="Delete" asp-route-id="@ban.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Delete ban record for @ban.IpAddress?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger" title="Delete record">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
document.getElementById('fillMyIp').addEventListener('click', function () {
|
||||
fetch('@Url.Action("MyIp", "BannedIps")')
|
||||
.then(r => r.json())
|
||||
.then(d => { document.getElementById('ipAddressInput').value = d.ip; });
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,610 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.CreateBillDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "New Bill";
|
||||
ViewData["PageIcon"] = "bi-receipt-cutoff";
|
||||
ViewData["PageHelpTitle"] = "New Bill";
|
||||
ViewData["PageHelpContent"] = "Record a vendor invoice to track what you owe. Bills start as Draft (editable) and become Open once confirmed. Partial payments are supported — each payment reduces the balance. Link line items to expense accounts and optionally to specific jobs for cost tracking.";
|
||||
string? fromPoNumber = ViewBag.FromPoNumber as string;
|
||||
int? fromPoId = ViewBag.FromPoId as int?;
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div>
|
||||
@if (!string.IsNullOrEmpty(fromPoNumber))
|
||||
{
|
||||
<p class="text-muted mb-0 small"><i class="bi bi-box-arrow-in-down text-success me-1"></i> Pre-filled from <strong>@fromPoNumber</strong> — review and save</p>
|
||||
}
|
||||
</div>
|
||||
@if (fromPoId.HasValue)
|
||||
{
|
||||
<a asp-controller="PurchaseOrders" asp-action="Details" asp-route-id="@fromPoId" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
}
|
||||
</div>
|
||||
|
||||
<form asp-action="Create" method="post" enctype="multipart/form-data" id="billForm">
|
||||
@Html.AntiForgeryToken()
|
||||
@if (Model.PurchaseOrderId.HasValue)
|
||||
{
|
||||
<input type="hidden" name="PurchaseOrderId" value="@Model.PurchaseOrderId" />
|
||||
}
|
||||
<div asp-validation-summary="ModelOnly" class="alert alert-danger alert-permanent mb-3"></div>
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- Left column: Bill header -->
|
||||
<div class="col-lg-8">
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-header fw-semibold d-flex align-items-center justify-content-between">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
Bill Details
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Details"
|
||||
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation. Payment Terms auto-fill from the vendor record.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary" data-bs-toggle="modal" data-bs-target="#scanReceiptModal">
|
||||
<i class="bi bi-camera me-1"></i>Upload and Process Receipt Image
|
||||
</button>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Upload and Process Receipt Image"
|
||||
data-bs-content="Upload a photo or PDF of a vendor receipt or invoice. AI will automatically extract the vendor name, date, invoice number, and line items and pre-fill this form for you. The file will also be saved as an attachment on the bill.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-danger">*</span></label>
|
||||
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select" id="vendorSelect"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">— Select Vendor —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
<span asp-validation-for="VendorId" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="APAccountId" class="form-label fw-medium">AP Account <span class="text-danger">*</span></label>
|
||||
<select asp-for="APAccountId" asp-items="ViewBag.APAccounts" class="form-select"></select>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="BillDate" class="form-label fw-medium">Bill Date <span class="text-danger">*</span></label>
|
||||
<input asp-for="BillDate" type="date" class="form-control" />
|
||||
<span asp-validation-for="BillDate" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="DueDate" class="form-label fw-medium">Due Date</label>
|
||||
<input asp-for="DueDate" type="date" class="form-control" />
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="VendorInvoiceNumber" class="form-label fw-medium">Vendor Invoice #</label>
|
||||
<input asp-for="VendorInvoiceNumber" class="form-control" placeholder="Their invoice number" />
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Terms" class="form-label fw-medium">Payment Terms</label>
|
||||
<input asp-for="Terms" class="form-control" placeholder="e.g. Net 30" id="termsInput" />
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label asp-for="Memo" class="form-label fw-medium">Memo</label>
|
||||
<textarea asp-for="Memo" class="form-control" rows="2" placeholder="Optional notes"></textarea>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label for="receiptFile" class="form-label fw-medium">Attach Receipt / Document</label>
|
||||
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
|
||||
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Line items -->
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header d-flex justify-content-between align-items-center">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<span class="fw-semibold">Line Items</span>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Line Items"
|
||||
data-bs-content="Each line maps to an expense account (e.g. Supplies, Materials, Subcontractors). Optionally link a line to a Job to track costs against specific work orders. Qty × Unit Price = Amount. Use multiple lines to split one bill across different expense categories.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-outline-primary" onclick="addLineItem()">
|
||||
<i class="bi bi-plus-lg me-1"></i>Add Line
|
||||
</button>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0" id="lineItemsTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="min-width:180px">Account</th>
|
||||
<th>Description</th>
|
||||
<th style="width:80px">Job</th>
|
||||
<th style="width:70px">Qty</th>
|
||||
<th style="width:110px">Unit Price</th>
|
||||
<th style="width:110px" class="text-end">Amount</th>
|
||||
<th style="width:40px"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="lineItemsBody">
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Right column: Totals -->
|
||||
<div class="col-lg-4">
|
||||
<div class="card shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header fw-semibold d-flex align-items-center gap-2">
|
||||
Summary
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Summary"
|
||||
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Subtotal</span>
|
||||
<span id="subtotalDisplay">$0.00</span>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label asp-for="TaxPercent" class="form-label text-muted small">Tax %</label>
|
||||
<input asp-for="TaxPercent" type="number" step="0.01" min="0" max="100"
|
||||
class="form-control form-control-sm" id="taxPercent" value="0" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Tax</span>
|
||||
<span id="taxDisplay">$0.00</span>
|
||||
</div>
|
||||
<hr />
|
||||
<div class="d-flex justify-content-between fw-bold fs-5">
|
||||
<span>Total</span>
|
||||
<span id="totalDisplay">$0.00</span>
|
||||
</div>
|
||||
|
||||
<!-- Pay now toggle -->
|
||||
<hr />
|
||||
<div class="form-check form-switch mb-3">
|
||||
<input class="form-check-input" type="checkbox" id="payNowToggle" name="payNow" value="true" />
|
||||
<label class="form-check-label fw-medium" for="payNowToggle">I already paid this</label>
|
||||
</div>
|
||||
<div id="payNowFields" class="d-none">
|
||||
<div class="mb-2">
|
||||
<label class="form-label small fw-medium">Payment Date</label>
|
||||
<input type="date" name="paymentDate" class="form-control form-control-sm"
|
||||
value="@DateTime.Today.ToString("yyyy-MM-dd")" />
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<label class="form-label small fw-medium">Payment Method</label>
|
||||
<select name="paymentMethod" class="form-select form-select-sm">
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.PaymentMethods)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<label class="form-label small fw-medium">Bank / Cash Account <span class="text-danger">*</span></label>
|
||||
<select name="bankAccountId" class="form-select form-select-sm" id="payNowBankAccount">
|
||||
<option value="">— Select Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<label class="form-label small fw-medium">Check #</label>
|
||||
<input type="text" name="checkNumber" class="form-control form-control-sm" placeholder="Optional" />
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label small fw-medium">Memo</label>
|
||||
<input type="text" name="paymentMemo" class="form-control form-control-sm" placeholder="Optional" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-grid gap-2 mt-2">
|
||||
<button type="submit" class="btn btn-primary" id="saveBillBtn">
|
||||
<i class="bi bi-check-lg me-1"></i>Save Bill
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<!-- Line item template (hidden) -->
|
||||
<template id="lineItemTemplate">
|
||||
<tr class="line-item-row">
|
||||
<td>
|
||||
<select class="form-select form-select-sm account-select" name="LineItems[INDEX].AccountId" required>
|
||||
<option value="">— Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</td>
|
||||
<td><input type="text" class="form-control form-control-sm" name="LineItems[INDEX].Description" placeholder="Description" /></td>
|
||||
<td>
|
||||
<select class="form-select form-select-sm" name="LineItems[INDEX].JobId">
|
||||
<option value="">—</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.Jobs)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</td>
|
||||
<td><input type="number" step="0.001" min="0.001" value="1" class="form-control form-control-sm qty-input" name="LineItems[INDEX].Quantity" oninput="recalcRow(this)" /></td>
|
||||
<td><input type="number" step="0.01" min="0" value="0" class="form-control form-control-sm price-input" name="LineItems[INDEX].UnitPrice" oninput="recalcRow(this)" /></td>
|
||||
<td class="text-end align-middle"><span class="row-amount fw-medium">$0.00</span></td>
|
||||
<td class="align-middle">
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" onclick="removeLineItem(this)" tabindex="-1">
|
||||
<i class="bi bi-x"></i>
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
</template>
|
||||
|
||||
<!-- Scan Receipt Modal -->
|
||||
<div class="modal fade" id="scanReceiptModal" tabindex="-1" aria-labelledby="scanReceiptModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="scanReceiptModalLabel"><i class="bi bi-camera me-2"></i>Upload and Process Receipt Image</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<p class="text-muted small">Upload a photo, image, or PDF of a vendor receipt or invoice. The AI will extract the vendor name, date, invoice number, and line items and pre-fill this form.</p>
|
||||
<div class="mb-3">
|
||||
<label for="scanReceiptFile" class="form-label fw-medium">Receipt / Invoice Document</label>
|
||||
<input type="file" id="scanReceiptFile" class="form-control" accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
</div>
|
||||
<div id="scanReceiptStatus" class="text-muted small mt-2"></div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="scanReceiptUploadBtn">
|
||||
<i class="bi bi-camera me-1"></i>Scan & Fill
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
@{await Html.RenderPartialAsync("_ValidationScriptsPartial");}
|
||||
<script>
|
||||
let lineCount = 0;
|
||||
|
||||
/**
|
||||
* opts: { accountId, description, qty, price }
|
||||
* Backwards-compatible: addLineItem(42) still works.
|
||||
*/
|
||||
function addLineItem(opts) {
|
||||
if (typeof opts === 'number') opts = { accountId: opts };
|
||||
opts = opts || {};
|
||||
|
||||
const template = document.getElementById('lineItemTemplate');
|
||||
const clone = template.content.cloneNode(true);
|
||||
const row = clone.querySelector('tr');
|
||||
|
||||
row.innerHTML = row.innerHTML.replaceAll('INDEX', lineCount);
|
||||
|
||||
if (opts.accountId) {
|
||||
const sel = row.querySelector('.account-select');
|
||||
if (sel) sel.value = String(opts.accountId);
|
||||
}
|
||||
if (opts.description != null) {
|
||||
const desc = row.querySelector('[name$=".Description"]');
|
||||
if (desc) desc.value = opts.description;
|
||||
}
|
||||
if (opts.qty != null) {
|
||||
const qtyIn = row.querySelector('.qty-input');
|
||||
if (qtyIn) qtyIn.value = opts.qty;
|
||||
}
|
||||
if (opts.price != null) {
|
||||
const priceIn = row.querySelector('.price-input');
|
||||
if (priceIn) priceIn.value = opts.price;
|
||||
}
|
||||
|
||||
document.getElementById('lineItemsBody').appendChild(clone);
|
||||
lineCount++;
|
||||
|
||||
// Recalc the row amount after appending
|
||||
const appended = document.getElementById('lineItemsBody').lastElementChild;
|
||||
if (appended) recalcRowEl(appended);
|
||||
}
|
||||
|
||||
function removeLineItem(btn) {
|
||||
btn.closest('tr').remove();
|
||||
recalcTotals();
|
||||
}
|
||||
|
||||
function recalcRow(input) {
|
||||
recalcRowEl(input.closest('tr'));
|
||||
}
|
||||
|
||||
function recalcRowEl(row) {
|
||||
const qty = parseFloat(row.querySelector('.qty-input').value) || 0;
|
||||
const price = parseFloat(row.querySelector('.price-input').value) || 0;
|
||||
row.querySelector('.row-amount').textContent = '$' + (qty * price).toFixed(2);
|
||||
recalcTotals();
|
||||
}
|
||||
|
||||
function recalcTotals() {
|
||||
let subtotal = 0;
|
||||
document.querySelectorAll('.row-amount').forEach(el => {
|
||||
subtotal += parseFloat(el.textContent.replace('$', '')) || 0;
|
||||
});
|
||||
const taxPct = parseFloat(document.getElementById('taxPercent').value) || 0;
|
||||
const tax = subtotal * (taxPct / 100);
|
||||
|
||||
document.getElementById('subtotalDisplay').textContent = '$' + subtotal.toFixed(2);
|
||||
document.getElementById('taxDisplay').textContent = '$' + tax.toFixed(2);
|
||||
document.getElementById('totalDisplay').textContent = '$' + (subtotal + tax).toFixed(2);
|
||||
}
|
||||
|
||||
// Pay now toggle
|
||||
document.getElementById('payNowToggle').addEventListener('change', function () {
|
||||
const fields = document.getElementById('payNowFields');
|
||||
const btn = document.getElementById('saveBillBtn');
|
||||
if (this.checked) {
|
||||
fields.classList.remove('d-none');
|
||||
btn.innerHTML = '<i class="bi bi-cash me-1"></i>Save & Mark Paid';
|
||||
btn.classList.replace('btn-primary', 'btn-success');
|
||||
} else {
|
||||
fields.classList.add('d-none');
|
||||
btn.innerHTML = '<i class="bi bi-check-lg me-1"></i>Save Bill';
|
||||
btn.classList.replace('btn-success', 'btn-primary');
|
||||
}
|
||||
});
|
||||
|
||||
// Load vendor defaults
|
||||
document.getElementById('vendorSelect').addEventListener('change', async function () {
|
||||
const vendorId = this.value;
|
||||
if (!vendorId) return;
|
||||
try {
|
||||
const resp = await fetch(`/Bills/GetVendorDefaults?vendorId=${vendorId}`);
|
||||
const data = await resp.json();
|
||||
if (data.terms) document.getElementById('termsInput').value = data.terms;
|
||||
} catch {}
|
||||
});
|
||||
|
||||
// Init with line items from model (pre-filled from PO or empty)
|
||||
@foreach (var li in Model.LineItems)
|
||||
{
|
||||
<text>addLineItem({ accountId: @(li.AccountId.HasValue ? li.AccountId.ToString() : "null"), description: @Html.Raw(System.Text.Json.JsonSerializer.Serialize(li.Description ?? "")), qty: @li.Quantity, price: @li.UnitPrice });</text>
|
||||
}
|
||||
if (lineCount === 0) addLineItem();
|
||||
|
||||
// ── AI Auto-suggest Account on description blur ───────────────────────
|
||||
// Keyword shortcuts — handle common cases with zero API cost
|
||||
const _keywordMap = [
|
||||
{ words: ['electric','power','utility','gas','water','internet','phone','telecom'], hint: 'utilities' },
|
||||
{ words: ['powder','paint','coat','material','supply','supplies','chemical','resin'], hint: 'materials' },
|
||||
{ words: ['freight','shipping','delivery','postage','courier','ups','fedex','usps'], hint: 'freight' },
|
||||
{ words: ['tool','equipment','machine','compressor','gun','booth','oven'], hint: 'equipment' },
|
||||
{ words: ['office','paper','printer','ink','toner','staple'], hint: 'office' },
|
||||
{ words: ['labor','subcontract','contract','wage','service fee'], hint: 'subcontractors' },
|
||||
{ words: ['insurance','premium','policy'], hint: 'insurance' },
|
||||
{ words: ['rent','lease','mortgage'], hint: 'rent' },
|
||||
{ words: ['advertising','marketing','promo'], hint: 'advertising' },
|
||||
];
|
||||
|
||||
// Session cache: description (lowercased) → { accountId, accountName }
|
||||
const _suggestCache = new Map();
|
||||
|
||||
function _keywordGuess(description) {
|
||||
const lower = description.toLowerCase();
|
||||
for (const entry of _keywordMap) {
|
||||
if (entry.words.some(w => lower.includes(w))) return entry.hint;
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
function _findAccountByHint(hint, accountSel) {
|
||||
for (const opt of accountSel.options) {
|
||||
if (!opt.value) continue;
|
||||
if (opt.text.toLowerCase().includes(hint)) return { id: opt.value, name: opt.text };
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
function _applyAccountSuggestion(row, accountId, accountName) {
|
||||
const sel = row.querySelector('.account-select');
|
||||
if (!sel || sel.value) return; // already chosen by user
|
||||
sel.value = String(accountId);
|
||||
// Show a subtle inline hint
|
||||
let hint = row.querySelector('.ai-account-hint');
|
||||
if (!hint) {
|
||||
hint = document.createElement('div');
|
||||
hint.className = 'ai-account-hint text-muted small mt-1';
|
||||
sel.parentNode.appendChild(hint);
|
||||
}
|
||||
hint.innerHTML = `<i class="bi bi-stars text-info"></i> AI: ${accountName}`;
|
||||
}
|
||||
|
||||
async function _suggestAccountForRow(row) {
|
||||
const descInput = row.querySelector('[name$=".Description"]');
|
||||
const accountSel = row.querySelector('.account-select');
|
||||
if (!descInput || !accountSel) return;
|
||||
|
||||
const description = descInput.value.trim();
|
||||
if (description.length < 8) return; // too short to be meaningful
|
||||
if (accountSel.value) return; // user already picked one
|
||||
|
||||
// 1. Check in-session cache
|
||||
const cacheKey = description.toLowerCase();
|
||||
if (_suggestCache.has(cacheKey)) {
|
||||
const cached = _suggestCache.get(cacheKey);
|
||||
_applyAccountSuggestion(row, cached.accountId, cached.accountName);
|
||||
return;
|
||||
}
|
||||
|
||||
// 2. Try keyword shortcut (free)
|
||||
const hint = _keywordGuess(description);
|
||||
if (hint) {
|
||||
const match = _findAccountByHint(hint, accountSel);
|
||||
if (match) {
|
||||
_suggestCache.set(cacheKey, { accountId: match.id, accountName: match.name });
|
||||
_applyAccountSuggestion(row, match.id, match.name);
|
||||
return;
|
||||
}
|
||||
}
|
||||
|
||||
// 3. Fall back to AI
|
||||
const vendorSel = document.getElementById('vendorSelect');
|
||||
const vendorText = vendorSel.options[vendorSel.selectedIndex]?.text ?? '';
|
||||
const amount = parseFloat(row.querySelector('.price-input')?.value) || 0;
|
||||
|
||||
// Show a subtle loading indicator on the account select
|
||||
let hint2 = row.querySelector('.ai-account-hint');
|
||||
if (!hint2) {
|
||||
hint2 = document.createElement('div');
|
||||
hint2.className = 'ai-account-hint text-muted small mt-1';
|
||||
accountSel.parentNode.appendChild(hint2);
|
||||
}
|
||||
hint2.innerHTML = '<span class="spinner-border spinner-border-sm" style="width:.75rem;height:.75rem"></span> Thinking…';
|
||||
|
||||
try {
|
||||
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value;
|
||||
const resp = await fetch('/Bills/SuggestAccount', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json', 'RequestVerificationToken': token ?? '' },
|
||||
body: JSON.stringify({ vendorName: vendorText, description, amount, availableAccounts: [] })
|
||||
});
|
||||
const data = await resp.json();
|
||||
if (data.success && data.suggestedAccountId) {
|
||||
_suggestCache.set(cacheKey, { accountId: data.suggestedAccountId, accountName: data.suggestedAccountName });
|
||||
_applyAccountSuggestion(row, data.suggestedAccountId, data.suggestedAccountName);
|
||||
} else {
|
||||
hint2.remove();
|
||||
}
|
||||
} catch {
|
||||
hint2?.remove();
|
||||
}
|
||||
}
|
||||
|
||||
// Event delegation — works for dynamically added rows
|
||||
document.getElementById('lineItemsBody').addEventListener('blur', function (e) {
|
||||
if (e.target.matches('[name$=".Description"]')) {
|
||||
_suggestAccountForRow(e.target.closest('tr'));
|
||||
}
|
||||
}, true); // capture phase so blur bubbles
|
||||
|
||||
// ── Scan Receipt ─────────────────────────────────────────────────────
|
||||
document.getElementById('scanReceiptUploadBtn').addEventListener('click', async function () {
|
||||
const fileInput = document.getElementById('scanReceiptFile');
|
||||
if (!fileInput.files.length) { alert('Please select a file.'); return; }
|
||||
|
||||
const btn = this;
|
||||
const statusEl = document.getElementById('scanReceiptStatus');
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Scanning...';
|
||||
statusEl.textContent = '';
|
||||
|
||||
const formData = new FormData();
|
||||
formData.append('receiptImage', fileInput.files[0]);
|
||||
|
||||
// Include antiforgery token
|
||||
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value;
|
||||
if (token) formData.append('__RequestVerificationToken', token);
|
||||
|
||||
try {
|
||||
const resp = await fetch('/Bills/ScanReceipt', { method: 'POST', body: formData });
|
||||
const data = await resp.json();
|
||||
|
||||
if (!data.success) {
|
||||
statusEl.textContent = data.errorMessage || 'Scan failed.';
|
||||
return;
|
||||
}
|
||||
|
||||
// Auto-fill bill header — try to match vendor name to dropdown
|
||||
if (data.vendorName) {
|
||||
const vendorSel = document.getElementById('vendorSelect');
|
||||
if (vendorSel && !vendorSel.value) {
|
||||
const needle = data.vendorName.toLowerCase().trim();
|
||||
let bestOption = null;
|
||||
for (const opt of vendorSel.options) {
|
||||
if (!opt.value) continue;
|
||||
const hay = opt.text.toLowerCase().trim();
|
||||
// Exact match first, then starts-with, then contains
|
||||
if (hay === needle) { bestOption = opt; break; }
|
||||
if (!bestOption && (hay.startsWith(needle) || needle.startsWith(hay))) bestOption = opt;
|
||||
if (!bestOption && hay.includes(needle)) bestOption = opt;
|
||||
}
|
||||
if (bestOption) {
|
||||
vendorSel.value = bestOption.value;
|
||||
vendorSel.dispatchEvent(new Event('change'));
|
||||
} else {
|
||||
// No match — put the name in Memo so user knows what the AI saw
|
||||
const memo = document.querySelector('[name="Memo"]');
|
||||
if (memo && !memo.value) memo.value = data.vendorName;
|
||||
}
|
||||
}
|
||||
}
|
||||
if (data.date) {
|
||||
const billDateIn = document.querySelector('[name="BillDate"]');
|
||||
if (billDateIn) billDateIn.value = data.date;
|
||||
}
|
||||
if (data.invoiceNumber) {
|
||||
const invNumIn = document.querySelector('[name="VendorInvoiceNumber"]');
|
||||
if (invNumIn && !invNumIn.value) invNumIn.value = data.invoiceNumber;
|
||||
}
|
||||
|
||||
// Clear existing line items and add scanned ones
|
||||
if (data.lineItems && data.lineItems.length > 0) {
|
||||
document.getElementById('lineItemsBody').innerHTML = '';
|
||||
lineCount = 0;
|
||||
for (const li of data.lineItems) {
|
||||
addLineItem({
|
||||
accountId: li.suggestedAccountId || 0,
|
||||
description: li.description || '',
|
||||
qty: 1,
|
||||
price: li.amount || 0
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
// Copy scanned file into the receipt attachment input so it gets saved with the bill
|
||||
const scannedFile = fileInput.files[0];
|
||||
const receiptFileInput = document.getElementById('receiptFile');
|
||||
if (scannedFile && receiptFileInput) {
|
||||
const dt = new DataTransfer();
|
||||
dt.items.add(scannedFile);
|
||||
receiptFileInput.files = dt.files;
|
||||
// Show the filename so the user knows it will be attached
|
||||
const hint = receiptFileInput.nextElementSibling;
|
||||
if (hint) hint.textContent = `\u2713 Will attach: ${scannedFile.name}`;
|
||||
}
|
||||
|
||||
// Close modal
|
||||
const modal = bootstrap.Modal.getInstance(document.getElementById('scanReceiptModal'));
|
||||
if (modal) modal.hide();
|
||||
|
||||
statusEl.textContent = 'Scan complete — review and adjust as needed.';
|
||||
} catch (e) {
|
||||
statusEl.textContent = 'Error connecting to AI service.';
|
||||
} finally {
|
||||
btn.disabled = false;
|
||||
btn.innerHTML = '<i class="bi bi-camera me-1"></i>Scan & Fill';
|
||||
}
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,466 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.BillDto
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Bill {Model.BillNumber}";
|
||||
ViewData["PageIcon"] = "bi-receipt-cutoff";
|
||||
ViewData["PageHelpTitle"] = "Bill Status";
|
||||
ViewData["PageHelpContent"] = "Draft: editable, not yet confirmed. Open: awaiting payment. Partially Paid: some payments recorded. Paid: fully settled. Voided: cancelled — preserves history. Edit is only available in Draft status. Use Void instead of deleting to keep a complete audit trail.";
|
||||
|
||||
string StatusBadge(BillStatus s) => s switch
|
||||
{
|
||||
BillStatus.Draft => "secondary",
|
||||
BillStatus.Open => "primary",
|
||||
BillStatus.PartiallyPaid => "warning",
|
||||
BillStatus.Paid => "success",
|
||||
BillStatus.Voided => "danger",
|
||||
_ => "secondary"
|
||||
};
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<span class="badge bg-@StatusBadge(Model.Status) fs-6">@Model.Status</span>
|
||||
<span class="text-muted small">@Model.VendorName</span>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
@if (Model.Status == BillStatus.Draft || Model.Status == BillStatus.Open || Model.Status == BillStatus.PartiallyPaid)
|
||||
{
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-pencil me-1"></i>Edit
|
||||
</a>
|
||||
}
|
||||
@if (Model.Status == BillStatus.Open || Model.Status == BillStatus.PartiallyPaid)
|
||||
{
|
||||
<button type="button" class="btn btn-success" data-bs-toggle="modal" data-bs-target="#paymentModal">
|
||||
<i class="bi bi-cash me-1"></i>Record Payment
|
||||
</button>
|
||||
}
|
||||
@if (Model.Status != BillStatus.Voided && Model.Status != BillStatus.Paid)
|
||||
{
|
||||
<form asp-action="Void" asp-route-id="@Model.Id" method="post"
|
||||
onsubmit="return confirm('Void bill @Model.BillNumber? This cannot be undone.')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-danger">
|
||||
<i class="bi bi-x-circle me-1"></i>Void
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible fade show">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-dismissible fade show">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- Left column -->
|
||||
<div class="col-lg-8">
|
||||
|
||||
<!-- Bill info -->
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6">
|
||||
<p class="text-muted small mb-1">Vendor</p>
|
||||
<p class="fw-medium mb-0">@Model.VendorName</p>
|
||||
@if (!string.IsNullOrEmpty(Model.VendorEmail))
|
||||
{ <p class="text-muted small mb-0">@Model.VendorEmail</p> }
|
||||
@if (!string.IsNullOrEmpty(Model.VendorPhone))
|
||||
{ <p class="text-muted small mb-0">@Model.VendorPhone</p> }
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<div class="row g-2">
|
||||
<div class="col-6">
|
||||
<p class="text-muted small mb-1">Bill Date</p>
|
||||
<p class="mb-0">@Model.BillDate.ToString("MMM d, yyyy")</p>
|
||||
</div>
|
||||
@if (Model.DueDate.HasValue)
|
||||
{
|
||||
<div class="col-6">
|
||||
<p class="text-muted small mb-1">Due Date</p>
|
||||
<p class="mb-0 @(Model.Status != BillStatus.Paid && Model.DueDate < DateTime.Today ? "text-danger fw-medium" : "")">
|
||||
@Model.DueDate.Value.ToString("MMM d, yyyy")
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.VendorInvoiceNumber))
|
||||
{
|
||||
<div class="col-6">
|
||||
<p class="text-muted small mb-1">Vendor Ref #</p>
|
||||
<p class="mb-0">@Model.VendorInvoiceNumber</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.Terms))
|
||||
{
|
||||
<div class="col-6">
|
||||
<p class="text-muted small mb-1">Terms</p>
|
||||
<p class="mb-0">@Model.Terms</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(Model.Memo))
|
||||
{
|
||||
<div class="col-12">
|
||||
<p class="text-muted small mb-1">Memo</p>
|
||||
<p class="mb-0">@Model.Memo</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Line items -->
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-header fw-semibold">Line Items</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Account</th>
|
||||
<th>Description</th>
|
||||
<th>Job</th>
|
||||
<th class="text-center">Qty</th>
|
||||
<th class="text-end">Unit Price</th>
|
||||
<th class="text-end">Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var li in Model.LineItems.OrderBy(l => l.DisplayOrder))
|
||||
{
|
||||
<tr>
|
||||
<td><span class="text-muted small">@li.AccountNumber</span> @li.AccountName</td>
|
||||
<td>@li.Description</td>
|
||||
<td>@li.JobNumber</td>
|
||||
<td class="text-center">@li.Quantity.ToString("G")</td>
|
||||
<td class="text-end">@li.UnitPrice.ToString("C")</td>
|
||||
<td class="text-end fw-medium">@li.Amount.ToString("C")</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot class="table-light">
|
||||
<tr>
|
||||
<td colspan="5" class="text-end text-muted">Subtotal</td>
|
||||
<td class="text-end">@Model.SubTotal.ToString("C")</td>
|
||||
</tr>
|
||||
@if (Model.TaxPercent > 0)
|
||||
{
|
||||
<tr>
|
||||
<td colspan="5" class="text-end text-muted">Tax (@Model.TaxPercent.ToString("G")%)</td>
|
||||
<td class="text-end">@Model.TaxAmount.ToString("C")</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="fw-bold">
|
||||
<td colspan="5" class="text-end">Total</td>
|
||||
<td class="text-end fs-5">@Model.Total.ToString("C")</td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Receipt attachment -->
|
||||
@if (!string.IsNullOrEmpty(Model.ReceiptFilePath))
|
||||
{
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-header fw-semibold"><i class="bi bi-paperclip me-2"></i>Receipt / Document</div>
|
||||
<div class="card-body d-flex align-items-center gap-3">
|
||||
<a asp-action="DownloadReceipt" asp-route-id="@Model.Id"
|
||||
class="btn btn-outline-secondary" target="_blank">
|
||||
<i class="bi bi-download me-1"></i>Download Attachment
|
||||
</a>
|
||||
@if (Model.Status == PowderCoating.Core.Enums.BillStatus.Draft)
|
||||
{
|
||||
<form asp-action="RemoveReceipt" asp-route-id="@Model.Id" method="post" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-danger btn-sm"
|
||||
onclick="return confirm('Remove this receipt attachment?')">
|
||||
<i class="bi bi-trash me-1"></i>Remove
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Payment history -->
|
||||
@if (Model.Payments.Any())
|
||||
{
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header fw-semibold d-flex align-items-center gap-2">
|
||||
Payment History
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Payment History"
|
||||
data-bs-content="All payments applied to this bill. Each records the date, method, bank account, and optional check number for reconciliation. Delete a payment to reverse it and restore the balance due. Check # is useful for matching against your bank statement.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Payment #</th>
|
||||
<th>Date</th>
|
||||
<th>Method</th>
|
||||
<th>Check #</th>
|
||||
<th>Bank Account</th>
|
||||
<th>Memo</th>
|
||||
<th class="text-end">Amount</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var pmt in Model.Payments.OrderByDescending(p => p.PaymentDate))
|
||||
{
|
||||
<tr>
|
||||
<td><span class="text-muted small">@pmt.PaymentNumber</span></td>
|
||||
<td>@pmt.PaymentDate.ToString("MMM d, yyyy")</td>
|
||||
<td>@pmt.PaymentMethod</td>
|
||||
<td>@pmt.CheckNumber</td>
|
||||
<td>@pmt.BankAccountName</td>
|
||||
<td><span class="text-muted small">@pmt.Memo</span></td>
|
||||
<td class="text-end text-success fw-medium">@pmt.Amount.ToString("C")</td>
|
||||
<td class="text-end">
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary me-1" title="Edit payment"
|
||||
onclick="openEditBillPaymentModal(@pmt.Id, @Model.Id, '@pmt.PaymentDate.ToString("yyyy-MM-dd")', @((int)pmt.PaymentMethod), @pmt.BankAccountId, '@(pmt.CheckNumber ?? "")', '@(pmt.Memo ?? "")')">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</button>
|
||||
<form asp-action="DeletePayment" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Delete this payment? The bill balance will be restored.')">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="paymentId" value="@pmt.Id" />
|
||||
<input type="hidden" name="billId" value="@Model.Id" />
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger" title="Delete payment">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Right column: Balance summary -->
|
||||
<div class="col-lg-4">
|
||||
<div class="card shadow-sm border-@(Model.Status == BillStatus.Paid ? "success" : Model.BalanceDue > 0 ? "danger" : "secondary")">
|
||||
<div class="card-header fw-semibold d-flex align-items-center gap-2">
|
||||
Balance Summary
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Balance Summary"
|
||||
data-bs-content="Balance Due = Bill Total minus all payments recorded. Multiple partial payments are supported — each reduces the balance until fully paid. Deleting a payment reverses it and restores the balance due.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Bill Total</span>
|
||||
<span class="fw-medium">@Model.Total.ToString("C")</span>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Amount Paid</span>
|
||||
<span class="text-success fw-medium">@Model.AmountPaid.ToString("C")</span>
|
||||
</div>
|
||||
<hr />
|
||||
<div class="d-flex justify-content-between fs-5 fw-bold">
|
||||
<span>Balance Due</span>
|
||||
<span class="@(Model.BalanceDue > 0 ? "text-danger" : "text-success")">
|
||||
@Model.BalanceDue.ToString("C")
|
||||
</span>
|
||||
</div>
|
||||
|
||||
@if (Model.Status == BillStatus.Open || Model.Status == BillStatus.PartiallyPaid)
|
||||
{
|
||||
<div class="d-grid mt-3">
|
||||
<button type="button" class="btn btn-success" data-bs-toggle="modal" data-bs-target="#paymentModal">
|
||||
<i class="bi bi-cash me-1"></i>Record Payment
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card shadow-sm mt-3">
|
||||
<div class="card-header fw-semibold d-flex align-items-center gap-2">
|
||||
AP Account
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="AP Account"
|
||||
data-bs-content="The Accounts Payable liability account this bill is posted to. In double-entry bookkeeping, creating a bill debits the expense accounts on the line items and credits this AP account, recording the liability owed to the vendor.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="mb-0 text-muted small">@Model.APAccountName</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Record Payment Modal -->
|
||||
@if (Model.Status == BillStatus.Open || Model.Status == BillStatus.PartiallyPaid)
|
||||
{
|
||||
<div class="modal fade" id="paymentModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">Record Payment — @Model.BillNumber</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<form asp-action="RecordPayment" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="BillId" value="@Model.Id" />
|
||||
<div class="modal-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6">
|
||||
<label class="form-label fw-medium">Payment Date <span class="text-danger">*</span></label>
|
||||
<input type="date" name="PaymentDate" value="@DateTime.Today.ToString("yyyy-MM-dd")" class="form-control" required />
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label class="form-label fw-medium">Amount <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" step="0.01" min="0.01" max="@Model.BalanceDue"
|
||||
name="Amount" value="@Model.BalanceDue" class="form-control" required />
|
||||
</div>
|
||||
<div class="form-text">Balance due: @Model.BalanceDue.ToString("C")</div>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label class="form-label fw-medium">Payment Method <span class="text-danger">*</span></label>
|
||||
<select name="PaymentMethod" class="form-select" required>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.PaymentMethods)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label class="form-label fw-medium mb-0">Bank Account <span class="text-danger">*</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Bank Account"
|
||||
data-bs-content="The bank or cash account this payment is drawn from. Used for bank reconciliation — helps match this payment to the corresponding debit on your bank statement.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select name="BankAccountId" class="form-select" required>
|
||||
<option value="">— Select Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label class="form-label fw-medium">Check #</label>
|
||||
<input type="text" name="CheckNumber" class="form-control" placeholder="Optional" />
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium">Memo</label>
|
||||
<input type="text" name="Memo" class="form-control" placeholder="Optional notes" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-success">
|
||||
<i class="bi bi-cash me-1"></i>Record Payment
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Edit Payment Modal -->
|
||||
<div class="modal fade" id="editBillPaymentModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title"><i class="bi bi-pencil me-2"></i>Edit Payment</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<form asp-action="EditPayment" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="PaymentId" id="editBillPaymentId" />
|
||||
<input type="hidden" name="BillId" value="@Model.Id" />
|
||||
<div class="modal-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6">
|
||||
<label class="form-label fw-medium">Payment Date <span class="text-danger">*</span></label>
|
||||
<input type="date" name="PaymentDate" id="editBillPaymentDate" class="form-control" required />
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label class="form-label fw-medium">Method <span class="text-danger">*</span></label>
|
||||
<select name="PaymentMethod" id="editBillPaymentMethod" class="form-select" required>
|
||||
<option value="0">Cash</option>
|
||||
<option value="1">Check</option>
|
||||
<option value="2">Credit/Debit Card</option>
|
||||
<option value="3">Bank Transfer / ACH</option>
|
||||
<option value="4">Digital Payment</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium">Bank Account <span class="text-danger">*</span></label>
|
||||
<select name="BankAccountId" id="editBillBankAccountId" class="form-select" required>
|
||||
<option value="">— Select Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label class="form-label fw-medium">Check #</label>
|
||||
<input type="text" name="CheckNumber" id="editBillCheckNumber" class="form-control" placeholder="Optional" />
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium">Memo</label>
|
||||
<input type="text" name="Memo" id="editBillMemo" class="form-control" placeholder="Optional" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle me-1"></i>Save Changes
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
function openEditBillPaymentModal(paymentId, billId, paymentDate, paymentMethod, bankAccountId, checkNumber, memo) {
|
||||
document.getElementById('editBillPaymentId').value = paymentId;
|
||||
document.getElementById('editBillPaymentDate').value = paymentDate;
|
||||
document.getElementById('editBillPaymentMethod').value = paymentMethod;
|
||||
document.getElementById('editBillBankAccountId').value = String(bankAccountId);
|
||||
document.getElementById('editBillCheckNumber').value = checkNumber;
|
||||
document.getElementById('editBillMemo').value = memo;
|
||||
new bootstrap.Modal(document.getElementById('editBillPaymentModal')).show();
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,249 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditBillDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Bill";
|
||||
ViewData["PageIcon"] = "bi-pencil-square";
|
||||
ViewData["PageHelpTitle"] = "Edit Bill";
|
||||
ViewData["PageHelpContent"] = "Bills can only be edited while in Draft status. Once marked Open, they are locked — Void the bill and recreate it if corrections are needed after confirmation.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-start mb-4">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
</div>
|
||||
|
||||
<form asp-action="Edit" asp-route-id="@Model.Id" method="post" enctype="multipart/form-data" id="billForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input asp-for="Id" type="hidden" />
|
||||
<div asp-validation-summary="ModelOnly" class="alert alert-danger alert-permanent mb-3"></div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-8">
|
||||
<div class="card shadow-sm mb-4">
|
||||
<div class="card-header fw-semibold d-flex align-items-center gap-2">
|
||||
Bill Details
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Details"
|
||||
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-danger">*</span></label>
|
||||
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">— Select Vendor —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="APAccountId" class="form-label fw-medium">AP Account</label>
|
||||
<select asp-for="APAccountId" asp-items="ViewBag.APAccounts" class="form-select"></select>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="BillDate" class="form-label fw-medium">Bill Date <span class="text-danger">*</span></label>
|
||||
<input asp-for="BillDate" type="date" class="form-control" />
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="DueDate" class="form-label fw-medium">Due Date</label>
|
||||
<input asp-for="DueDate" type="date" class="form-control" />
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="VendorInvoiceNumber" class="form-label fw-medium">Vendor Invoice #</label>
|
||||
<input asp-for="VendorInvoiceNumber" class="form-control" />
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Terms" class="form-label fw-medium">Payment Terms</label>
|
||||
<input asp-for="Terms" class="form-control" />
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label asp-for="Memo" class="form-label fw-medium">Memo</label>
|
||||
<textarea asp-for="Memo" class="form-control" rows="2"></textarea>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
@if (!string.IsNullOrEmpty(Model.ReceiptFilePath))
|
||||
{
|
||||
<label class="form-label fw-medium">Current Receipt</label>
|
||||
<div class="d-flex align-items-center gap-2 mb-2">
|
||||
<a asp-action="DownloadReceipt" asp-route-id="@Model.Id"
|
||||
class="btn btn-sm btn-outline-secondary" target="_blank">
|
||||
<i class="bi bi-paperclip me-1"></i>View Attachment
|
||||
</a>
|
||||
<form asp-action="RemoveReceipt" asp-route-id="@Model.Id" method="post" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger"
|
||||
onclick="return confirm('Remove this receipt attachment?')">
|
||||
<i class="bi bi-trash me-1"></i>Remove
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
<label for="receiptFile" class="form-label text-muted small">Replace with a new file:</label>
|
||||
}
|
||||
else
|
||||
{
|
||||
<label for="receiptFile" class="form-label fw-medium">Attach Receipt / Document</label>
|
||||
}
|
||||
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
|
||||
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header d-flex justify-content-between align-items-center">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<span class="fw-semibold">Line Items</span>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Line Items"
|
||||
data-bs-content="Each line maps to an expense account (e.g. Supplies, Materials, Subcontractors). Optionally link a line to a Job to track costs against specific work orders. Qty × Unit Price = Amount. Use multiple lines to split one bill across different expense categories.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-outline-primary" onclick="addLineItem()">
|
||||
<i class="bi bi-plus-lg me-1"></i>Add Line
|
||||
</button>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0" id="lineItemsTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="min-width:180px">Account</th>
|
||||
<th>Description</th>
|
||||
<th style="width:80px">Job</th>
|
||||
<th style="width:70px">Qty</th>
|
||||
<th style="width:110px">Unit Price</th>
|
||||
<th style="width:110px" class="text-end">Amount</th>
|
||||
<th style="width:40px"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="lineItemsBody"></tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-4">
|
||||
<div class="card shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header fw-semibold d-flex align-items-center gap-2">
|
||||
Summary
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Summary"
|
||||
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Subtotal</span>
|
||||
<span id="subtotalDisplay">$0.00</span>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label asp-for="TaxPercent" class="form-label text-muted small">Tax %</label>
|
||||
<input asp-for="TaxPercent" type="number" step="0.01" min="0" max="100"
|
||||
class="form-control form-control-sm" id="taxPercent" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Tax</span>
|
||||
<span id="taxDisplay">$0.00</span>
|
||||
</div>
|
||||
<hr />
|
||||
<div class="d-flex justify-content-between fw-bold fs-5">
|
||||
<span>Total</span>
|
||||
<span id="totalDisplay">$0.00</span>
|
||||
</div>
|
||||
<div class="d-grid gap-2 mt-4">
|
||||
<button type="submit" class="btn btn-primary"><i class="bi bi-check-lg me-1"></i>Save Changes</button>
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<template id="lineItemTemplate">
|
||||
<tr class="line-item-row">
|
||||
<td>
|
||||
<select class="form-select form-select-sm account-select" name="LineItems[INDEX].AccountId" required>
|
||||
<option value="">— Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</td>
|
||||
<td><input type="text" class="form-control form-control-sm" name="LineItems[INDEX].Description" placeholder="Description" /></td>
|
||||
<td>
|
||||
<select class="form-select form-select-sm" name="LineItems[INDEX].JobId">
|
||||
<option value="">—</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.Jobs)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</td>
|
||||
<td><input type="number" step="0.001" min="0.001" value="1" class="form-control form-control-sm qty-input" name="LineItems[INDEX].Quantity" oninput="recalcRow(this)" /></td>
|
||||
<td><input type="number" step="0.01" min="0" value="0" class="form-control form-control-sm price-input" name="LineItems[INDEX].UnitPrice" oninput="recalcRow(this)" /></td>
|
||||
<td class="text-end align-middle"><span class="row-amount fw-medium">$0.00</span></td>
|
||||
<td class="align-middle">
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" onclick="removeLineItem(this)" tabindex="-1"><i class="bi bi-x"></i></button>
|
||||
</td>
|
||||
</tr>
|
||||
</template>
|
||||
|
||||
@section Scripts {
|
||||
@{await Html.RenderPartialAsync("_ValidationScriptsPartial");}
|
||||
<script>
|
||||
let lineCount = 0;
|
||||
|
||||
function addLineItem(accountId, description, qty, price) {
|
||||
const template = document.getElementById('lineItemTemplate');
|
||||
const clone = template.content.cloneNode(true);
|
||||
const row = clone.querySelector('tr');
|
||||
row.innerHTML = row.innerHTML.replaceAll('INDEX', lineCount);
|
||||
if (accountId) row.querySelector('.account-select').value = accountId;
|
||||
if (description) row.querySelector('[name*="Description"]').value = description;
|
||||
if (qty) row.querySelector('.qty-input').value = qty;
|
||||
if (price) { row.querySelector('.price-input').value = price; }
|
||||
document.getElementById('lineItemsBody').appendChild(clone);
|
||||
lineCount++;
|
||||
recalcTotals();
|
||||
}
|
||||
|
||||
function removeLineItem(btn) { btn.closest('tr').remove(); recalcTotals(); }
|
||||
|
||||
function recalcRow(input) {
|
||||
const row = input.closest('tr');
|
||||
const qty = parseFloat(row.querySelector('.qty-input').value) || 0;
|
||||
const price = parseFloat(row.querySelector('.price-input').value) || 0;
|
||||
row.querySelector('.row-amount').textContent = '$' + (qty * price).toFixed(2);
|
||||
recalcTotals();
|
||||
}
|
||||
|
||||
function recalcTotals() {
|
||||
let subtotal = 0;
|
||||
document.querySelectorAll('.row-amount').forEach(el => {
|
||||
subtotal += parseFloat(el.textContent.replace('$', '')) || 0;
|
||||
});
|
||||
const taxPct = parseFloat(document.getElementById('taxPercent').value) || 0;
|
||||
const tax = subtotal * (taxPct / 100);
|
||||
document.getElementById('subtotalDisplay').textContent = '$' + subtotal.toFixed(2);
|
||||
document.getElementById('taxDisplay').textContent = '$' + tax.toFixed(2);
|
||||
document.getElementById('totalDisplay').textContent = '$' + (subtotal + tax).toFixed(2);
|
||||
}
|
||||
|
||||
// Pre-populate existing line items
|
||||
@foreach (var li in Model.LineItems)
|
||||
{
|
||||
<text>addLineItem(@(li.AccountId.HasValue ? li.AccountId.ToString() : "null"), @Json.Serialize(li.Description), @li.Quantity, @li.UnitPrice);</text>
|
||||
}
|
||||
if (lineCount === 0) addLineItem();
|
||||
recalcTotals();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,239 +0,0 @@
|
||||
@model List<PowderCoating.Application.DTOs.Accounting.BillExpenseListDto>
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Bills / Expenses";
|
||||
ViewData["PageIcon"] = "bi-receipt-cutoff";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<a asp-action="RecurringDetection" class="btn btn-outline-secondary btn-sm">
|
||||
<i class="bi bi-robot me-1"></i>Detect Recurring Bills
|
||||
</a>
|
||||
<div class="btn-group">
|
||||
<a asp-controller="Bills" asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-lg me-1"></i>New Bill
|
||||
</a>
|
||||
<button type="button" class="btn btn-primary dropdown-toggle dropdown-toggle-split" data-bs-toggle="dropdown">
|
||||
<span class="visually-hidden">Toggle dropdown</span>
|
||||
</button>
|
||||
<ul class="dropdown-menu dropdown-menu-end">
|
||||
<li>
|
||||
<a asp-controller="Bills" asp-action="Create" class="dropdown-item">
|
||||
<i class="bi bi-file-text me-2"></i>New Bill <span class="text-muted small">(pay later)</span>
|
||||
</a>
|
||||
</li>
|
||||
<li>
|
||||
<a asp-controller="Expenses" asp-action="Create" class="dropdown-item">
|
||||
<i class="bi bi-receipt me-2"></i>New Expense <span class="text-muted small">(already paid)</span>
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible fade show">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-dismissible fade show">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if ((decimal)ViewBag.TotalOwed > 0)
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent d-flex align-items-center gap-2 mb-4">
|
||||
<i class="bi bi-exclamation-circle fs-5"></i>
|
||||
<span>Outstanding bills: <strong>@(((decimal)ViewBag.TotalOwed).ToString("C"))</strong></span>
|
||||
<a asp-action="Index" asp-route-status="Unpaid" class="btn btn-sm btn-warning ms-auto">
|
||||
<i class="bi bi-funnel me-1"></i>Show unpaid
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="card shadow-sm mb-3">
|
||||
<div class="card-body py-2">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-4">
|
||||
<input type="search" name="search" value="@ViewBag.Search" class="form-control"
|
||||
placeholder="Search by #, vendor, memo, amount…" />
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<select name="type" class="form-select">
|
||||
<option value="">Bills & Expenses</option>
|
||||
<option value="Bill" selected="@(ViewBag.TypeFilter == "Bill")">Bills only</option>
|
||||
<option value="Expense" selected="@(ViewBag.TypeFilter == "Expense")">Expenses only</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<select name="status" class="form-select">
|
||||
<option value="">All statuses</option>
|
||||
<option value="Unpaid" selected="@(ViewBag.StatusFilter == "Unpaid")">Unpaid</option>
|
||||
<option value="Overdue" selected="@(ViewBag.StatusFilter == "Overdue")">Overdue</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-auto">
|
||||
<button type="submit" class="btn btn-outline-primary">
|
||||
<i class="bi bi-search me-1"></i>Filter
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary ms-1">Clear</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (Model.Any())
|
||||
{
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:90px">Type</th>
|
||||
<th>Number</th>
|
||||
<th>Vendor</th>
|
||||
<th>Memo / Account</th>
|
||||
<th>Date</th>
|
||||
<th>Due Date</th>
|
||||
<th>Status</th>
|
||||
<th class="text-end">Amount</th>
|
||||
<th class="text-end">Balance Due</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var entry in Model)
|
||||
{
|
||||
<tr class="@(entry.IsOverdue ? "table-warning" : "")">
|
||||
<td>
|
||||
@if (entry.EntryType == "Bill")
|
||||
{
|
||||
<span class="badge bg-primary-subtle text-primary border border-primary-subtle">
|
||||
<i class="bi bi-file-text me-1"></i>Bill
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary-subtle text-secondary border border-secondary-subtle">
|
||||
<i class="bi bi-receipt me-1"></i>Expense
|
||||
</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (entry.EntryType == "Bill")
|
||||
{
|
||||
<a asp-controller="Bills" asp-action="Details" asp-route-id="@entry.Id"
|
||||
class="fw-medium text-decoration-none">@entry.Number</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<a asp-controller="Expenses" asp-action="Details" asp-route-id="@entry.Id"
|
||||
class="fw-medium text-decoration-none">@entry.Number</a>
|
||||
}
|
||||
</td>
|
||||
<td>@entry.VendorName</td>
|
||||
<td class="text-muted small">
|
||||
@(entry.EntryType == "Bill" ? entry.Memo : entry.AccountName)
|
||||
@if (entry.HasReceipt)
|
||||
{
|
||||
<i class="bi bi-paperclip ms-1" title="Has receipt"></i>
|
||||
}
|
||||
</td>
|
||||
<td>@entry.Date.ToString("MMM d, yyyy")</td>
|
||||
<td>
|
||||
@if (entry.DueDate.HasValue)
|
||||
{
|
||||
<span class="@(entry.IsOverdue ? "text-danger fw-medium" : "")">
|
||||
@entry.DueDate.Value.ToString("MMM d, yyyy")
|
||||
@if (entry.IsOverdue) { <i class="bi bi-exclamation-circle ms-1"></i> }
|
||||
</span>
|
||||
}
|
||||
else if (entry.EntryType == "Expense")
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td><span class="badge bg-@entry.StatusColor">@entry.StatusLabel</span></td>
|
||||
<td class="text-end">@entry.Total.ToString("C")</td>
|
||||
<td class="text-end fw-medium @(entry.BalanceDue > 0 ? "text-danger" : "text-muted")">
|
||||
@(entry.EntryType == "Bill" ? entry.BalanceDue.ToString("C") : "—")
|
||||
</td>
|
||||
<td>
|
||||
@if (entry.EntryType == "Bill")
|
||||
{
|
||||
<a asp-controller="Bills" asp-action="Details" asp-route-id="@entry.Id"
|
||||
class="btn btn-sm btn-outline-primary"><i class="bi bi-eye"></i></a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<a asp-controller="Expenses" asp-action="Details" asp-route-id="@entry.Id"
|
||||
class="btn btn-sm btn-outline-secondary"><i class="bi bi-eye"></i></a>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-5 text-muted">
|
||||
<i class="bi bi-inbox fs-1 d-block mb-2"></i>
|
||||
No entries found.
|
||||
<div class="mt-2">
|
||||
<a asp-controller="Bills" asp-action="Create" class="btn btn-primary btn-sm me-2">
|
||||
<i class="bi bi-plus-lg me-1"></i>New Bill
|
||||
</a>
|
||||
<a asp-controller="Expenses" asp-action="Create" class="btn btn-outline-secondary btn-sm">
|
||||
<i class="bi bi-plus-lg me-1"></i>New Expense
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if ((int)ViewBag.TotalPages > 1)
|
||||
{
|
||||
<nav class="mt-3">
|
||||
<ul class="pagination justify-content-center">
|
||||
<li class="page-item @((int)ViewBag.Page <= 1 ? "disabled" : "")">
|
||||
<a class="page-link" asp-action="Index"
|
||||
asp-route-type="@ViewBag.TypeFilter"
|
||||
asp-route-status="@ViewBag.StatusFilter"
|
||||
asp-route-search="@ViewBag.Search"
|
||||
asp-route-page="@((int)ViewBag.Page - 1)"
|
||||
asp-route-pageSize="@ViewBag.PageSize">‹ Prev</a>
|
||||
</li>
|
||||
@for (var p = 1; p <= (int)ViewBag.TotalPages; p++)
|
||||
{
|
||||
<li class="page-item @(p == (int)ViewBag.Page ? "active" : "")">
|
||||
<a class="page-link" asp-action="Index"
|
||||
asp-route-type="@ViewBag.TypeFilter"
|
||||
asp-route-status="@ViewBag.StatusFilter"
|
||||
asp-route-search="@ViewBag.Search"
|
||||
asp-route-page="@p"
|
||||
asp-route-pageSize="@ViewBag.PageSize">@p</a>
|
||||
</li>
|
||||
}
|
||||
<li class="page-item @((int)ViewBag.Page >= (int)ViewBag.TotalPages ? "disabled" : "")">
|
||||
<a class="page-link" asp-action="Index"
|
||||
asp-route-type="@ViewBag.TypeFilter"
|
||||
asp-route-status="@ViewBag.StatusFilter"
|
||||
asp-route-search="@ViewBag.Search"
|
||||
asp-route-page="@((int)ViewBag.Page + 1)"
|
||||
asp-route-pageSize="@ViewBag.PageSize">Next ›</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="text-center text-muted small">
|
||||
Showing @(((int)ViewBag.Page - 1) * (int)ViewBag.PageSize + 1)–@(Math.Min((int)ViewBag.Page * (int)ViewBag.PageSize, (int)ViewBag.TotalCount))
|
||||
of @ViewBag.TotalCount entries
|
||||
</p>
|
||||
</nav>
|
||||
}
|
||||
|
||||
@@ -1,58 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Recurring Bill Detection";
|
||||
ViewData["PageIcon"] = "bi-arrow-repeat";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div>
|
||||
<h4 class="fw-semibold mb-1"><i class="bi bi-arrow-repeat text-primary me-2"></i>Recurring Bill Detection</h4>
|
||||
<p class="text-muted small mb-0">Claude analyzes your last 12 months of bills to find recurring payment patterns and help you anticipate upcoming expenses.</p>
|
||||
</div>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Bills
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<form id="scanForm" method="post" asp-action="RunRecurringDetection">
|
||||
@Html.AntiForgeryToken()
|
||||
<div class="card shadow-sm mb-4 border-0 bg-light">
|
||||
<div class="card-body d-flex align-items-center gap-3 flex-wrap">
|
||||
<div>
|
||||
<span class="fw-semibold"><i class="bi bi-robot text-primary me-1"></i>AI Analysis</span>
|
||||
<span class="text-muted small ms-2">Scans up to 12 months of bills grouped by vendor to detect patterns.</span>
|
||||
</div>
|
||||
<button id="scanBtn" type="submit" class="btn btn-primary ms-auto">
|
||||
<i class="bi bi-magic me-1"></i>Detect Recurring Bills
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<div id="resultArea" class="d-none">
|
||||
<div id="spinnerArea" class="text-center py-5 d-none">
|
||||
<div class="spinner-border text-primary" style="width:2.5rem;height:2.5rem;" role="status"></div>
|
||||
<p class="text-muted mt-3">Claude is reviewing your bill history…</p>
|
||||
</div>
|
||||
|
||||
<div id="errorArea" class="alert alert-danger alert-permanent d-none"></div>
|
||||
|
||||
<div id="insightsArea" class="alert alert-info alert-permanent d-none mb-3">
|
||||
<i class="bi bi-lightbulb me-2"></i><span id="insightsList"></span>
|
||||
</div>
|
||||
|
||||
<div id="noPatterns" class="card shadow-sm d-none">
|
||||
<div class="card-body text-center py-5 text-muted">
|
||||
<i class="bi bi-search fs-1 d-block mb-2"></i>
|
||||
<p class="mb-0 fw-semibold">No recurring patterns detected</p>
|
||||
<p class="small">Need at least 2 occurrences of a vendor bill at a similar cadence. Add more bill history and try again.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div id="patternsArea" class="d-none">
|
||||
<div class="row g-3" id="patternCards"></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="/js/recurring-detection.js"></script>
|
||||
}
|
||||
|
||||
@@ -1,164 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@model BudgetCreateVm
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Edit Budget — {Model.Name}";
|
||||
ViewData["PageIcon"] = "bi-pencil";
|
||||
var months = new[] { "Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec" };
|
||||
}
|
||||
|
||||
<div class="mb-4 d-flex justify-content-between align-items-center">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to Budgets
|
||||
</a>
|
||||
<a asp-controller="Reports" asp-action="BudgetVsActual" asp-route-budgetId="@Model.Id" class="btn btn-outline-primary btn-sm">
|
||||
<i class="bi bi-bar-chart-line me-1"></i>View Budget vs. Actual
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<form asp-action="Edit" asp-route-id="@Model.Id" method="post" id="budgetForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" asp-for="Id" />
|
||||
<input type="hidden" asp-for="FiscalYear" />
|
||||
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-pie-chart me-2 text-primary"></i>@Model.Name — @Model.FiscalYear
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-5">
|
||||
<label class="form-label">Budget Name <span class="text-danger">*</span></label>
|
||||
<input asp-for="Name" class="form-control" required />
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Notes</label>
|
||||
<input asp-for="Notes" class="form-control" />
|
||||
</div>
|
||||
<div class="col-md-3 d-flex align-items-end">
|
||||
<div class="form-check form-switch mb-2">
|
||||
<input asp-for="IsDefault" class="form-check-input" type="checkbox" />
|
||||
<label asp-for="IsDefault" class="form-check-label">Make this the default budget for @Model.FiscalYear</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3 d-flex justify-content-between align-items-center">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-table me-2 text-primary"></i>Monthly Amounts by Account</h5>
|
||||
<div class="d-flex gap-2">
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary" id="fillEvenlyBtn">
|
||||
<i class="bi bi-distribute-horizontal me-1"></i>Spread Annual Evenly
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-info alert-permanent py-2 mx-3 mt-3 mb-0 small">
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
Enter monthly amounts for each Revenue and Expense account. Leave a row at zero to exclude that account from the budget. Amounts represent expected <strong>activity</strong> for the period (not running totals).
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-hover align-middle mb-0" id="budgetTable">
|
||||
<thead class="table-light sticky-top">
|
||||
<tr>
|
||||
<th style="min-width:200px">Account</th>
|
||||
<th class="text-end" style="min-width:80px">Annual</th>
|
||||
@foreach (var m in months)
|
||||
{
|
||||
<th class="text-end" style="min-width:75px">@m</th>
|
||||
}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@{
|
||||
var revLines = Model.Lines.Where(l => l.AccountType == PowderCoating.Core.Enums.AccountType.Revenue).ToList();
|
||||
var expLines = Model.Lines.Where(l => l.AccountType != PowderCoating.Core.Enums.AccountType.Revenue).ToList();
|
||||
var fieldNames = new[] { "Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec" };
|
||||
}
|
||||
|
||||
@if (revLines.Any())
|
||||
{
|
||||
<tr class="table-success">
|
||||
<td colspan="14" class="fw-semibold py-1 ps-3 small">REVENUE</td>
|
||||
</tr>
|
||||
@for (int i = 0; i < Model.Lines.Count; i++)
|
||||
{
|
||||
var line = Model.Lines[i];
|
||||
if (line.AccountType != PowderCoating.Core.Enums.AccountType.Revenue) continue;
|
||||
var values = new decimal[] { line.Jan, line.Feb, line.Mar, line.Apr, line.May, line.Jun, line.Jul, line.Aug, line.Sep, line.Oct, line.Nov, line.Dec };
|
||||
<tr data-row-idx="@i">
|
||||
<td>
|
||||
<input type="hidden" name="Lines[@i].AccountId" value="@line.AccountId" />
|
||||
<input type="hidden" name="Lines[@i].AccountNumber" value="@line.AccountNumber" />
|
||||
<input type="hidden" name="Lines[@i].AccountName" value="@line.AccountName" />
|
||||
<input type="hidden" name="Lines[@i].AccountType" value="@((int)line.AccountType)" />
|
||||
<span class="fw-semibold text-nowrap">@line.AccountNumber</span>
|
||||
<span class="text-muted ms-1">@line.AccountName</span>
|
||||
</td>
|
||||
<td class="text-end"><span class="annual-total fw-semibold text-success" data-row="@i">@line.Annual.ToString("N2")</span></td>
|
||||
@for (int m = 0; m < 12; m++)
|
||||
{
|
||||
<td class="text-end p-0">
|
||||
<input type="number" name="Lines[@i].@fieldNames[m]"
|
||||
value="@values[m].ToString("F2", System.Globalization.CultureInfo.InvariantCulture)"
|
||||
class="form-control form-control-sm text-end border-0 budget-cell"
|
||||
step="0.01" min="0" data-row="@i" style="min-width:70px" />
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
|
||||
@if (expLines.Any())
|
||||
{
|
||||
<tr class="table-danger">
|
||||
<td colspan="14" class="fw-semibold py-1 ps-3 small">EXPENSE</td>
|
||||
</tr>
|
||||
@for (int i = 0; i < Model.Lines.Count; i++)
|
||||
{
|
||||
var line = Model.Lines[i];
|
||||
if (line.AccountType == PowderCoating.Core.Enums.AccountType.Revenue) continue;
|
||||
var values = new decimal[] { line.Jan, line.Feb, line.Mar, line.Apr, line.May, line.Jun, line.Jul, line.Aug, line.Sep, line.Oct, line.Nov, line.Dec };
|
||||
<tr data-row-idx="@i">
|
||||
<td>
|
||||
<input type="hidden" name="Lines[@i].AccountId" value="@line.AccountId" />
|
||||
<input type="hidden" name="Lines[@i].AccountNumber" value="@line.AccountNumber" />
|
||||
<input type="hidden" name="Lines[@i].AccountName" value="@line.AccountName" />
|
||||
<input type="hidden" name="Lines[@i].AccountType" value="@((int)line.AccountType)" />
|
||||
<span class="fw-semibold text-nowrap">@line.AccountNumber</span>
|
||||
<span class="text-muted ms-1">@line.AccountName</span>
|
||||
</td>
|
||||
<td class="text-end"><span class="annual-total fw-semibold text-danger" data-row="@i">@line.Annual.ToString("N2")</span></td>
|
||||
@for (int m = 0; m < 12; m++)
|
||||
{
|
||||
<td class="text-end p-0">
|
||||
<input type="number" name="Lines[@i].@fieldNames[m]"
|
||||
value="@values[m].ToString("F2", System.Globalization.CultureInfo.InvariantCulture)"
|
||||
class="form-control form-control-sm text-end border-0 budget-cell"
|
||||
step="0.01" min="0" data-row="@i" style="min-width:70px" />
|
||||
</td>
|
||||
}
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-lg me-2"></i>Save Changes
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/budget-edit.js" asp-append-version="true"></script>
|
||||
}
|
||||
|
||||
@@ -1,152 +0,0 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@model List<Budget>
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Budgets";
|
||||
ViewData["PageIcon"] = "bi-pie-chart";
|
||||
var byYear = Model.GroupBy(b => b.FiscalYear).OrderByDescending(g => g.Key).ToList();
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div></div>
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-controller="Reports" asp-action="BudgetVsActual" class="btn btn-outline-primary">
|
||||
<i class="bi bi-bar-chart-line me-2"></i>Budget vs. Actual Report
|
||||
</a>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>New Budget
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-permanent alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body text-center text-muted py-5">
|
||||
<i class="bi bi-pie-chart display-4 d-block mb-3 opacity-25"></i>
|
||||
<p class="mb-0">No budgets yet. <a asp-action="Create">Create your first budget</a> to start tracking variance against actual results.</p>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
@foreach (var group in byYear)
|
||||
{
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3 d-flex justify-content-between align-items-center">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-calendar3 me-2 text-primary"></i>Fiscal Year @group.Key</h5>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-hover align-middle mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Budget Name</th>
|
||||
<th class="text-center">Lines</th>
|
||||
<th class="text-end">Total Revenue Budget</th>
|
||||
<th class="text-end">Total Expense Budget</th>
|
||||
<th class="text-center">Default</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var b in group.OrderBy(b => b.Name))
|
||||
{
|
||||
var revLines = b.Lines.Where(l => l.Account?.AccountType == PowderCoating.Core.Enums.AccountType.Revenue);
|
||||
var expLines = b.Lines.Where(l => l.Account?.AccountType == PowderCoating.Core.Enums.AccountType.Expense);
|
||||
<tr>
|
||||
<td class="fw-semibold">
|
||||
@b.Name
|
||||
@if (!string.IsNullOrWhiteSpace(b.Notes))
|
||||
{
|
||||
<div class="text-muted small">@b.Notes</div>
|
||||
}
|
||||
</td>
|
||||
<td class="text-center">@b.Lines.Count</td>
|
||||
<td class="text-end text-success">@b.Lines.Sum(l => l.Annual).ToString("C")</td>
|
||||
<td class="text-end text-danger">—</td>
|
||||
<td class="text-center">
|
||||
@if (b.IsDefault)
|
||||
{
|
||||
<span class="badge bg-primary">Default</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<form asp-action="SetDefault" asp-route-id="@b.Id" method="post" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-secondary">Set Default</button>
|
||||
</form>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<div class="d-flex gap-1 justify-content-end">
|
||||
<a asp-action="Edit" asp-route-id="@b.Id" class="btn btn-sm btn-outline-primary">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary"
|
||||
data-bs-toggle="modal" data-bs-target="#copyModal"
|
||||
data-budget-id="@b.Id" data-budget-name="@b.Name">
|
||||
<i class="bi bi-copy"></i>
|
||||
</button>
|
||||
<form asp-action="Delete" asp-route-id="@b.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Delete budget "@b.Name"? This cannot be undone.')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Copy Modal -->
|
||||
<div class="modal fade" id="copyModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title"><i class="bi bi-copy me-2"></i>Copy Budget</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<form asp-action="Copy" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="id" id="copyBudgetId" />
|
||||
<div class="modal-body">
|
||||
<p>Copy <strong id="copyBudgetName"></strong> to a new fiscal year as a starting point.</p>
|
||||
<div class="mb-3">
|
||||
<label class="form-label">New Fiscal Year</label>
|
||||
<input type="number" name="newYear" class="form-control" value="@(DateTime.Now.Year + 1)" min="2000" max="2099" required />
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-primary"><i class="bi bi-copy me-2"></i>Copy Budget</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/budget-index.js" asp-append-version="true"></script>
|
||||
}
|
||||
|
||||
@@ -1,364 +0,0 @@
|
||||
@model List<PowderCoating.Application.DTOs.BugReport.BugReportDto>
|
||||
@using PowderCoating.Core.Enums
|
||||
@{
|
||||
ViewData["Title"] = "Bug Reports";
|
||||
ViewData["PageIcon"] = "bi-bug";
|
||||
var sortCol = ViewBag.SortColumn as string ?? "CreatedAt";
|
||||
var sortDir = ViewBag.SortDirection as string ?? "desc";
|
||||
int totalCount = ViewBag.TotalCount ?? 0;
|
||||
int pageNumber = ViewBag.PageNumber ?? 1;
|
||||
int pageSize = ViewBag.PageSize ?? 25;
|
||||
int totalPages = ViewBag.TotalPages ?? 1;
|
||||
|
||||
string NextDir(string col) => sortCol == col && sortDir == "asc" ? "desc" : "asc";
|
||||
string SortIcon(string col) => sortCol == col
|
||||
? (sortDir == "asc" ? "bi-sort-up" : "bi-sort-down")
|
||||
: "bi-arrow-down-up text-muted";
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] .table-light th,
|
||||
[data-bs-theme="dark"] .table-light td {
|
||||
background-color: var(--bs-secondary-bg);
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] .card {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .sort-link {
|
||||
color: var(--bs-body-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .border-top {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .pagination .page-link {
|
||||
background-color: var(--bs-body-bg);
|
||||
border-color: var(--bs-border-color);
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] .pagination .page-item.active .page-link {
|
||||
background-color: var(--bs-primary);
|
||||
border-color: var(--bs-primary);
|
||||
color: #fff;
|
||||
}
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="container-fluid">
|
||||
<div class="mb-4"></div>
|
||||
|
||||
@if (TempData["SuccessMessage"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-check-circle"></i> @TempData["SuccessMessage"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["ErrorMessage"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-exclamation-triangle"></i> @TempData["ErrorMessage"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Filters -->
|
||||
<div class="card mb-3">
|
||||
<div class="card-body py-2">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-4">
|
||||
<label class="form-label small mb-1">Search</label>
|
||||
<input type="text" name="searchTerm" value="@ViewBag.SearchTerm" class="form-control form-control-sm"
|
||||
placeholder="Title, description, or submitter..." />
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<label class="form-label small mb-1">Status</label>
|
||||
<select name="statusFilter" class="form-select form-select-sm">
|
||||
<option value="">All Statuses</option>
|
||||
@foreach (var s in Enum.GetValues<BugReportStatus>())
|
||||
{
|
||||
<option value="@s" selected="@(ViewBag.StatusFilter == s.ToString())">@s.ToString()</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<label class="form-label small mb-1">Priority</label>
|
||||
<select name="priorityFilter" class="form-select form-select-sm">
|
||||
<option value="">All Priorities</option>
|
||||
@foreach (var p in Enum.GetValues<BugReportPriority>())
|
||||
{
|
||||
<option value="@p" selected="@(ViewBag.PriorityFilter == p.ToString())">@p.ToString()</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<label class="form-label small mb-1">Per page</label>
|
||||
<select name="pageSize" class="form-select form-select-sm">
|
||||
@foreach (var n in new[] { 10, 25, 50, 100 })
|
||||
{
|
||||
<option value="@n" selected="@(pageSize == n)">@n</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<input type="hidden" name="sortColumn" value="@sortCol" />
|
||||
<input type="hidden" name="sortDirection" value="@sortDir" />
|
||||
<div class="col-md-2">
|
||||
<button type="submit" class="btn btn-primary btn-sm w-100">
|
||||
<i class="bi bi-search"></i> Filter
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Table -->
|
||||
<div class="card">
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="text-center py-5 text-muted">
|
||||
<i class="bi bi-check-circle display-4 d-block mb-2"></i>
|
||||
<p>No bug reports found.</p>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>
|
||||
<a asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-sortColumn="Title"
|
||||
asp-route-sortDirection="@NextDir("Title")"
|
||||
class="text-decoration-none sort-link">
|
||||
Title <i class="bi @SortIcon("Title")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-sortColumn="Priority"
|
||||
asp-route-sortDirection="@NextDir("Priority")"
|
||||
class="text-decoration-none sort-link">
|
||||
Priority <i class="bi @SortIcon("Priority")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-sortColumn="Status"
|
||||
asp-route-sortDirection="@NextDir("Status")"
|
||||
class="text-decoration-none sort-link">
|
||||
Status <i class="bi @SortIcon("Status")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-sortColumn="Submitted"
|
||||
asp-route-sortDirection="@NextDir("Submitted")"
|
||||
class="text-decoration-none sort-link">
|
||||
Submitted By <i class="bi @SortIcon("Submitted")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>Company</th>
|
||||
<th>
|
||||
<a asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-sortColumn="CreatedAt"
|
||||
asp-route-sortDirection="@NextDir("CreatedAt")"
|
||||
class="text-decoration-none sort-link">
|
||||
Submitted <i class="bi @SortIcon("CreatedAt")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var report in Model)
|
||||
{
|
||||
<tr style="cursor:pointer" onclick="window.location='@Url.Action("Edit", new { id = report.Id })'">
|
||||
<td>
|
||||
<div class="fw-semibold">@report.Title</div>
|
||||
<div class="text-muted small text-truncate" style="max-width:320px;" title="@report.Description">
|
||||
@report.Description
|
||||
</div>
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
var priClass = report.Priority switch
|
||||
{
|
||||
BugReportPriority.Critical => "bg-danger",
|
||||
BugReportPriority.High => "bg-warning text-dark",
|
||||
BugReportPriority.Normal => "bg-primary",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
}
|
||||
<span class="badge @priClass">@report.Priority</span>
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
var statusClass = report.Status switch
|
||||
{
|
||||
BugReportStatus.New => "bg-info text-dark",
|
||||
BugReportStatus.InProgress => "bg-warning text-dark",
|
||||
BugReportStatus.Completed => "bg-success",
|
||||
BugReportStatus.Cancelled => "bg-secondary",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
var statusLabel = report.Status switch
|
||||
{
|
||||
BugReportStatus.InProgress => "In Progress",
|
||||
_ => report.Status.ToString()
|
||||
};
|
||||
}
|
||||
<span class="badge @statusClass">@statusLabel</span>
|
||||
</td>
|
||||
<td class="small">@report.SubmittedByUserName</td>
|
||||
<td class="small text-muted">@report.CompanyId</td>
|
||||
<td class="small text-muted text-nowrap">@report.CreatedAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yyyy h:mm tt")</td>
|
||||
<td onclick="event.stopPropagation()">
|
||||
<a asp-action="Edit" asp-route-id="@report.Id" class="btn btn-sm btn-outline-primary">
|
||||
<i class="bi bi-pencil"></i> Edit
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var report in Model)
|
||||
{
|
||||
var mPriClass = report.Priority switch
|
||||
{
|
||||
BugReportPriority.Critical => "bg-danger",
|
||||
BugReportPriority.High => "bg-warning text-dark",
|
||||
BugReportPriority.Normal => "bg-primary",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
var mStatusClass = report.Status switch
|
||||
{
|
||||
BugReportStatus.New => "bg-info text-dark",
|
||||
BugReportStatus.InProgress => "bg-warning text-dark",
|
||||
BugReportStatus.Completed => "bg-success",
|
||||
BugReportStatus.Cancelled => "bg-secondary",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
var mStatusLabel = report.Status switch
|
||||
{
|
||||
BugReportStatus.InProgress => "In Progress",
|
||||
_ => report.Status.ToString()
|
||||
};
|
||||
<a href="@Url.Action("Edit", new { id = report.Id })" class="mobile-data-card text-decoration-none">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon bg-danger"><i class="bi bi-bug"></i></div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@report.Title</h6>
|
||||
<small>@report.CreatedAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yyyy h:mm tt")</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Status</span>
|
||||
<span class="mobile-card-value"><span class="badge @mStatusClass">@mStatusLabel</span></span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Priority</span>
|
||||
<span class="mobile-card-value"><span class="badge @mPriClass">@report.Priority</span></span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Reporter</span>
|
||||
<span class="mobile-card-value">@report.SubmittedByUserName</span>
|
||||
</div>
|
||||
@if (report.CompanyId > 0)
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Company ID</span>
|
||||
<span class="mobile-card-value">@report.CompanyId</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<span class="btn btn-sm btn-outline-primary">Edit →</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Pagination -->
|
||||
@if (totalPages > 1)
|
||||
{
|
||||
<div class="d-flex justify-content-between align-items-center px-3 py-2 border-top">
|
||||
<small class="text-muted">
|
||||
Showing @((pageNumber - 1) * pageSize + 1)–@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount
|
||||
</small>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
<li class="page-item @(pageNumber <= 1 ? "disabled" : "")">
|
||||
<a class="page-link" asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-sortColumn="@sortCol"
|
||||
asp-route-sortDirection="@sortDir"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-pageNumber="@(pageNumber - 1)">
|
||||
<i class="bi bi-chevron-left"></i>
|
||||
</a>
|
||||
</li>
|
||||
@for (int i = Math.Max(1, pageNumber - 2); i <= Math.Min(totalPages, pageNumber + 2); i++)
|
||||
{
|
||||
<li class="page-item @(i == pageNumber ? "active" : "")">
|
||||
<a class="page-link" asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-sortColumn="@sortCol"
|
||||
asp-route-sortDirection="@sortDir"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-pageNumber="@i">@i</a>
|
||||
</li>
|
||||
}
|
||||
<li class="page-item @(pageNumber >= totalPages ? "disabled" : "")">
|
||||
<a class="page-link" asp-action="Index"
|
||||
asp-route-searchTerm="@ViewBag.SearchTerm"
|
||||
asp-route-statusFilter="@ViewBag.StatusFilter"
|
||||
asp-route-priorityFilter="@ViewBag.PriorityFilter"
|
||||
asp-route-sortColumn="@sortCol"
|
||||
asp-route-sortDirection="@sortDir"
|
||||
asp-route-pageSize="@pageSize"
|
||||
asp-route-pageNumber="@(pageNumber + 1)">
|
||||
<i class="bi bi-chevron-right"></i>
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
</nav>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,78 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Catalog.CreateCategoryDto
|
||||
@{
|
||||
ViewData["Title"] = "Add Category";
|
||||
}
|
||||
|
||||
<div class="container">
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-8">
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h4 class="mb-0">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Category
|
||||
</h4>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Create" method="post">
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Name" class="form-label required"></label>
|
||||
<input asp-for="Name" class="form-control" placeholder="e.g., Wheels, Engine Parts" autofocus />
|
||||
<span asp-validation-for="Name" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Description" class="form-label"></label>
|
||||
<textarea asp-for="Description" class="form-control" rows="3" placeholder="Optional description of this category..."></textarea>
|
||||
<span asp-validation-for="Description" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="ParentCategoryId" class="form-label mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Category"
|
||||
data-bs-content="Leave as '(None)' to create a top-level category. Choose a parent to nest this under it — e.g., place 'Aluminum Wheels' under a parent 'Wheels' category. This creates a browsable hierarchy in the catalog and quote wizard.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="ParentCategoryId" class="form-select" asp-items="ViewBag.ParentCategories">
|
||||
</select>
|
||||
<span asp-validation-for="ParentCategoryId" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="DisplayOrder" class="form-label mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Display Order"
|
||||
data-bs-content="Controls where this category appears in lists. Categories with lower numbers (e.g., 10) appear before those with higher numbers (e.g., 20). Use multiples of 10 so you can easily insert new categories in between later.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="DisplayOrder" class="form-control" />
|
||||
<span asp-validation-for="DisplayOrder" class="text-danger small"></span>
|
||||
<small class="form-text text-muted">Lower numbers appear first in lists.</small>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-between mt-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Cancel
|
||||
</a>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle me-1"></i>Create Category
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
}
|
||||
|
||||
@@ -1,96 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Catalog.UpdateCategoryDto
|
||||
@{
|
||||
ViewData["Title"] = "Edit Category";
|
||||
}
|
||||
|
||||
<div class="container">
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-8">
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h4 class="mb-0">
|
||||
<i class="bi bi-pencil me-2"></i>Edit Category
|
||||
</h4>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Edit" method="post">
|
||||
<input type="hidden" asp-for="Id" />
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Name" class="form-label required"></label>
|
||||
<input asp-for="Name" class="form-control" autofocus />
|
||||
<span asp-validation-for="Name" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Description" class="form-label"></label>
|
||||
<textarea asp-for="Description" class="form-control" rows="3"></textarea>
|
||||
<span asp-validation-for="Description" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="ParentCategoryId" class="form-label mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Category"
|
||||
data-bs-content="Leave as '(None)' to keep this as a top-level category. Choose a parent to nest it — e.g., 'Aluminum Wheels' under 'Wheels'. The system prevents circular references (you cannot make a category its own ancestor).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="ParentCategoryId" class="form-select" asp-items="ViewBag.ParentCategories">
|
||||
</select>
|
||||
<span asp-validation-for="ParentCategoryId" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="row mb-3">
|
||||
<div class="col-md-6">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="DisplayOrder" class="form-label mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Display Order"
|
||||
data-bs-content="Controls where this category appears in lists. Categories with lower numbers appear before those with higher numbers. Use multiples of 10 so you can easily insert new categories in between later.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="DisplayOrder" class="form-control" />
|
||||
<span asp-validation-for="DisplayOrder" class="text-danger small"></span>
|
||||
<small class="form-text text-muted">Lower numbers appear first.</small>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label class="form-label mb-0">Status</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Category Status"
|
||||
data-bs-content="Inactive categories are hidden from the quote/job item picker but remain in the database so existing quotes and jobs still display correctly. Use this instead of deleting when a category is no longer in active use.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="form-check form-switch mt-2">
|
||||
<input asp-for="IsActive" class="form-check-input" role="switch" />
|
||||
<label asp-for="IsActive" class="form-check-label"></label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-between mt-4">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Cancel
|
||||
</a>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle me-1"></i>Save Changes
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
}
|
||||
|
||||
@@ -1,337 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.AI.CatalogPriceCheckReportDto?
|
||||
@{
|
||||
ViewData["Title"] = "AI Catalog Price Check";
|
||||
ViewData["PageIcon"] = "bi-robot";
|
||||
ViewData["PageHelpTitle"] = "AI Catalog Price Check";
|
||||
ViewData["PageHelpContent"] = "The AI Price Check reviews every item in your catalog against your actual operating costs and flags items that may be priced below cost, have thin margins, or appear unusually high. Results are estimates based on industry knowledge and your shop's rates — always apply your own judgment before changing prices.";
|
||||
|
||||
var sortedResults = Model?.Results
|
||||
.OrderBy(r => r.Verdict switch
|
||||
{
|
||||
"below-cost" => 0,
|
||||
"low" => 1,
|
||||
"high" => 2,
|
||||
_ => 3
|
||||
})
|
||||
.ThenBy(r => r.Name)
|
||||
.ToList() ?? new List<PowderCoating.Application.DTOs.AI.CatalogItemPriceVerdict>();
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
.verdict-badge { font-size: 0.8rem; font-weight: 600; padding: 0.3em 0.7em; border-radius: 20px; }
|
||||
.verdict-below-cost { background: #fee2e2; color: #991b1b; }
|
||||
.verdict-low { background: #fef3c7; color: #92400e; }
|
||||
.verdict-high { background: #e0e7ff; color: #3730a3; }
|
||||
.verdict-ok { background: #d1fae5; color: #065f46; }
|
||||
.confidence-low { opacity: 0.6; }
|
||||
.price-card { border-left: 4px solid #e5e7eb; }
|
||||
.price-card.below-cost { border-left-color: #ef4444; }
|
||||
.price-card.low { border-left-color: #f59e0b; }
|
||||
.price-card.high { border-left-color: #6366f1; }
|
||||
.price-card.ok { border-left-color: #10b981; }
|
||||
.cost-table td { font-size: 0.85rem; }
|
||||
.summary-stat { text-align: center; }
|
||||
.summary-stat .num { font-size: 2rem; font-weight: 700; line-height: 1; }
|
||||
.summary-stat .lbl { font-size: 0.75rem; text-transform: uppercase; letter-spacing: 0.05em; opacity: 0.7; }
|
||||
.run-btn-wrap { min-height: 3rem; }
|
||||
|
||||
/* Progress overlay */
|
||||
#price-check-overlay {
|
||||
display: none;
|
||||
position: fixed;
|
||||
inset: 0;
|
||||
background: rgba(15, 23, 42, 0.55);
|
||||
z-index: 1050;
|
||||
align-items: center;
|
||||
justify-content: center;
|
||||
}
|
||||
#price-check-overlay.active { display: flex; }
|
||||
.progress-card {
|
||||
background: #fff;
|
||||
border-radius: 1rem;
|
||||
padding: 2.5rem 2rem;
|
||||
width: 100%;
|
||||
max-width: 440px;
|
||||
text-align: center;
|
||||
box-shadow: 0 20px 60px rgba(0,0,0,0.25);
|
||||
}
|
||||
.progress-card .icon { font-size: 3rem; color: #4f46e5; margin-bottom: 1rem; }
|
||||
.progress-card h5 { font-weight: 700; margin-bottom: 0.25rem; }
|
||||
.progress-card .status-msg { font-size: 0.9rem; color: #64748b; min-height: 1.4em; margin-bottom: 1.25rem; }
|
||||
.progress-bar-track {
|
||||
height: 8px;
|
||||
background: #e2e8f0;
|
||||
border-radius: 99px;
|
||||
overflow: hidden;
|
||||
margin-bottom: 0.75rem;
|
||||
}
|
||||
.progress-bar-fill {
|
||||
height: 100%;
|
||||
background: linear-gradient(90deg, #4f46e5, #7c3aed);
|
||||
border-radius: 99px;
|
||||
width: 0%;
|
||||
transition: width 0.6s ease;
|
||||
}
|
||||
.progress-card .pct-label { font-size: 0.8rem; color: #94a3b8; }
|
||||
</style>
|
||||
}
|
||||
|
||||
<!-- Progress overlay (shown while AI is running) -->
|
||||
<div id="price-check-overlay">
|
||||
<div class="progress-card">
|
||||
<div class="icon"><i class="bi bi-robot"></i></div>
|
||||
<h5>Analyzing your catalog</h5>
|
||||
<p class="status-msg" id="overlay-status">Preparing items…</p>
|
||||
<div class="progress-bar-track">
|
||||
<div class="progress-bar-fill" id="overlay-bar"></div>
|
||||
</div>
|
||||
<div class="pct-label"><span id="overlay-pct">0</span>% complete</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i> Back to Catalog
|
||||
</a>
|
||||
@if (!(bool)(ViewBag.AiPriceCheckEnabled ?? true))
|
||||
{
|
||||
<div class="text-end">
|
||||
<button class="btn btn-primary" disabled>
|
||||
<i class="bi bi-robot me-2"></i>Analyze Catalog with AI
|
||||
</button>
|
||||
<div class="small text-muted mt-1">Available on the Enterprise plan</div>
|
||||
</div>
|
||||
}
|
||||
else if (ViewBag.NextRunAvailable != null)
|
||||
{
|
||||
<div class="text-end">
|
||||
<button class="btn btn-primary" disabled>
|
||||
<i class="bi bi-robot me-2"></i>Analyze Catalog with AI
|
||||
</button>
|
||||
<div class="small text-muted mt-1">Next run available: @ViewBag.NextRunAvailable</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<form asp-action="RunAiPriceCheck" method="post" id="runForm" class="run-btn-wrap">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-primary" id="runBtn"
|
||||
data-item-count="@(ViewBag.ActiveItemCount ?? 0)">
|
||||
<i class="bi bi-robot me-2"></i>Analyze Catalog with AI
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-permanent mb-4">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Warning"] != null)
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent mb-4">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Warning"]
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent mb-4">
|
||||
<i class="bi bi-x-circle me-2"></i>@TempData["Error"]
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- What this does -->
|
||||
<div class="card mb-4 border-0 bg-light">
|
||||
<div class="card-body">
|
||||
<div class="d-flex gap-3">
|
||||
<div class="flex-shrink-0 text-primary" style="font-size:1.75rem;"><i class="bi bi-info-circle"></i></div>
|
||||
<div>
|
||||
<h6 class="fw-semibold mb-1">What this analysis does</h6>
|
||||
<p class="small text-muted mb-2">
|
||||
Our AI system reviews every active, priced item in your catalog against your shop's actual operating costs —
|
||||
labor, oven time, sandblasting, coating booth, and powder material. For each item it estimates a
|
||||
realistic surface area and processing time, calculates a cost floor, then compares that to your
|
||||
current price and returns one of four verdicts:
|
||||
</p>
|
||||
<div class="d-flex flex-wrap gap-2 mb-2">
|
||||
<span class="verdict-badge verdict-below-cost">Below Cost</span><span class="small text-muted align-self-center">— you're losing money on this item</span>
|
||||
</div>
|
||||
<div class="d-flex flex-wrap gap-2 mb-2">
|
||||
<span class="verdict-badge verdict-low">Thin Margin</span><span class="small text-muted align-self-center">— above cost floor but below your target margin</span>
|
||||
</div>
|
||||
<div class="d-flex flex-wrap gap-2 mb-2">
|
||||
<span class="verdict-badge verdict-high">High</span><span class="small text-muted align-self-center">— significantly above typical market rates</span>
|
||||
</div>
|
||||
<div class="d-flex flex-wrap gap-2 mb-3">
|
||||
<span class="verdict-badge verdict-ok">OK</span><span class="small text-muted align-self-center">— price is within a reasonable range</span>
|
||||
</div>
|
||||
<p class="small text-muted mb-0">
|
||||
<i class="bi bi-exclamation-triangle me-1 text-warning"></i>
|
||||
Results are estimates based on industry knowledge and your shop's rates. Always apply your own
|
||||
judgment before changing prices. Make sure your
|
||||
<a asp-controller="CompanySettings" asp-action="Index">operating costs</a> are up to date for the most accurate results.
|
||||
Analysis can be run once per quarter.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (Model == null)
|
||||
{
|
||||
<!-- Empty state -->
|
||||
<div class="card text-center py-5">
|
||||
<div class="card-body">
|
||||
<i class="bi bi-robot text-muted" style="font-size: 4rem;"></i>
|
||||
<h4 class="mt-3">No analysis has been run yet</h4>
|
||||
<p class="text-muted mb-4">
|
||||
Click <strong>Analyze Catalog with AI</strong> above to get started.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<!-- Summary cards -->
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card h-100">
|
||||
<div class="card-body summary-stat">
|
||||
<div class="num text-danger">@Model.BelowCostCount</div>
|
||||
<div class="lbl mt-1">Below Cost</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card h-100">
|
||||
<div class="card-body summary-stat">
|
||||
<div class="num text-warning">@Model.LowMarginCount</div>
|
||||
<div class="lbl mt-1">Thin Margin</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card h-100">
|
||||
<div class="card-body summary-stat">
|
||||
<div class="num text-primary">@Model.HighPriceCount</div>
|
||||
<div class="lbl mt-1">Possibly High</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card h-100">
|
||||
<div class="card-body summary-stat">
|
||||
<div class="num text-success">@Model.OkCount</div>
|
||||
<div class="lbl mt-1">Looks Good</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Meta / costs used -->
|
||||
<div class="card mb-4">
|
||||
<div class="card-body d-flex flex-wrap align-items-center gap-3">
|
||||
<i class="bi bi-clock-history text-muted"></i>
|
||||
<span class="text-muted small">
|
||||
Run @Model.RunAt.ToLocalTime().ToString("MMM d, yyyy h:mm tt") •
|
||||
@Model.ItemsChecked items checked
|
||||
</span>
|
||||
<span class="badge bg-light text-secondary small ms-auto">
|
||||
Costs used: @Model.OperatingCostsSummary
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Results list -->
|
||||
<div class="row g-3">
|
||||
@foreach (var item in sortedResults!)
|
||||
{
|
||||
var cardClass = item.Verdict switch
|
||||
{
|
||||
"below-cost" => "below-cost",
|
||||
"low" => "low",
|
||||
"high" => "high",
|
||||
_ => "ok"
|
||||
};
|
||||
var verdictClass = item.Verdict switch
|
||||
{
|
||||
"below-cost" => "verdict-below-cost",
|
||||
"low" => "verdict-low",
|
||||
"high" => "verdict-high",
|
||||
_ => "verdict-ok"
|
||||
};
|
||||
var verdictLabel = item.Verdict switch
|
||||
{
|
||||
"below-cost" => "Below Cost",
|
||||
"low" => "Thin Margin",
|
||||
"high" => "High",
|
||||
_ => "OK"
|
||||
};
|
||||
|
||||
<div class="col-12 col-lg-6">
|
||||
<div class="card price-card @cardClass @(item.Confidence == "low" ? "confidence-low" : "")">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-start mb-2">
|
||||
<div>
|
||||
<strong>@item.Name</strong>
|
||||
@if (item.Confidence == "low")
|
||||
{
|
||||
<span class="badge bg-light text-secondary ms-2" title="Item name was too vague for a confident estimate">
|
||||
<i class="bi bi-question-circle me-1"></i>Low confidence
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
<span class="verdict-badge @verdictClass">@verdictLabel</span>
|
||||
</div>
|
||||
|
||||
<div class="row g-2 mb-2">
|
||||
<div class="col-4 text-center">
|
||||
<div class="small text-muted">Current</div>
|
||||
<div class="fw-semibold">@item.CurrentPrice.ToString("C")</div>
|
||||
</div>
|
||||
<div class="col-4 text-center">
|
||||
<div class="small text-muted">Cost Floor</div>
|
||||
<div class="fw-semibold @(item.CostFloor > item.CurrentPrice ? "text-danger" : "")">
|
||||
@item.CostFloor.ToString("C")
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-4 text-center">
|
||||
<div class="small text-muted">Suggested</div>
|
||||
<div class="fw-semibold text-primary">
|
||||
@item.SuggestedPriceMin.ToString("C") – @item.SuggestedPriceMax.ToString("C")
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="small text-muted mb-1">
|
||||
<i class="bi bi-rulers me-1"></i>
|
||||
Est. @item.EstimatedSqFtMin–@item.EstimatedSqFtMax sqft •
|
||||
@item.EstimatedMinutesMin–@item.EstimatedMinutesMax min
|
||||
</div>
|
||||
|
||||
<p class="small mb-1">@item.Reasoning</p>
|
||||
|
||||
<details class="small">
|
||||
<summary class="text-muted" style="cursor:pointer;">Assumptions</summary>
|
||||
<p class="mt-1 mb-0 text-muted">@item.Assumptions</p>
|
||||
</details>
|
||||
|
||||
<div class="mt-2 text-end">
|
||||
<a asp-action="Edit" asp-route-id="@item.CatalogItemId"
|
||||
class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-pencil me-1"></i>Edit Price
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/catalog-price-check.js"></script>
|
||||
}
|
||||
|
||||
@@ -1,376 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Catalog.CreateCatalogItemDto
|
||||
@{
|
||||
ViewData["Title"] = "Add Catalog Item";
|
||||
var allowAccounting = Context.Items["AllowAccounting"] as bool? ?? false;
|
||||
}
|
||||
|
||||
<div class="container">
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-8">
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h4 class="mb-0">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Catalog Item
|
||||
</h4>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Create" method="post" enctype="multipart/form-data">
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-4" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Catalog item prices are fixed.</strong> The price you enter here is exactly what gets charged when this item is added to a quote or job — no markup, no prep service charges, and no complexity adjustments are added on top. Make sure your price already includes labor, materials, and margin.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Basic Information Section -->
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">Basic Information</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Basic Information"
|
||||
data-bs-content="Give the item a descriptive name (e.g., '18 inch Aluminum Wheel') so staff can find it quickly in the picker. The category groups it in the catalog tree. The description appears on quotes and invoices so customers know exactly what they're being charged for.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="Name" class="form-label required mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Item Name"
|
||||
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant — e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="Name" class="form-control" placeholder="e.g., 18 inch Aluminum Wheel" />
|
||||
<span asp-validation-for="Name" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="CategoryId" class="form-label required"></label>
|
||||
<div class="input-group">
|
||||
<select asp-for="CategoryId" id="categorySelect" class="form-select" asp-items="ViewBag.Categories">
|
||||
<option value="">-- Select Category --</option>
|
||||
</select>
|
||||
<button type="button" class="btn btn-outline-primary" data-bs-toggle="modal" data-bs-target="#addCategoryModal">
|
||||
<i class="bi bi-plus-circle me-1"></i>New
|
||||
</button>
|
||||
</div>
|
||||
<span asp-validation-for="CategoryId" class="text-danger small"></span>
|
||||
<small class="form-text text-muted">Select an existing category or click "New" to create one.</small>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Description" class="form-label"></label>
|
||||
<textarea asp-for="Description" class="form-control" rows="3" placeholder="Detailed description of the item..."></textarea>
|
||||
<span asp-validation-for="Description" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<!-- Pricing Section -->
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3 mt-4">
|
||||
<h5 class="mb-0">Pricing</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Pricing"
|
||||
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote — no markup, prep services, or complexity adjustments are applied on top. Set the all-in price you want to bill. Approximate Area is optional — if set, it helps estimate powder needed for reporting purposes.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="row">
|
||||
<div class="col-md-6 mb-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="DefaultPrice" class="form-label required mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Default Price"
|
||||
data-bs-content="This is the final price charged to the customer — no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="DefaultPrice" class="form-control" placeholder="0.00" />
|
||||
</div>
|
||||
<span asp-validation-for="DefaultPrice" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="col-md-6 mb-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label for="ApproximateArea" class="form-label mb-0">Approximate @ViewBag.AreaUnit</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Approximate Surface Area"
|
||||
data-bs-content="Optional. If you know the typical surface area for this item type (e.g., 4.5 sqft for an 18in wheel), enter it here. The quoting wizard will use it to auto-calculate powder needed and oven cost. Staff can always override it per quote item.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="ApproximateArea" class="form-control" placeholder="0.00" step="0.01" />
|
||||
<span asp-validation-for="ApproximateArea" class="text-danger small"></span>
|
||||
<small class="form-text text-muted">Optional: Surface area for quoting purposes</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (allowAccounting)
|
||||
{
|
||||
<!-- Financial Accounts Section -->
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3 mt-4">
|
||||
<h5 class="mb-0">Financial Accounts</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Financial Accounts"
|
||||
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts — most shops only need to set these for items with special accounting treatment.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<p class="text-muted small mb-3">Map this item to chart-of-account entries for proper revenue and cost tracking. Leave blank to use defaults.</p>
|
||||
<div class="row">
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="RevenueAccountId" class="form-label"></label>
|
||||
<select asp-for="RevenueAccountId" class="form-select" asp-items="ViewBag.RevenueAccounts">
|
||||
<option value="">(Default revenue account)</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Account credited when this item is invoiced.</small>
|
||||
</div>
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="CogsAccountId" class="form-label"></label>
|
||||
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
|
||||
<option value="">(Default COGS account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Account debited when materials are consumed.</small>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Merchandise Flag -->
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3 mt-4">
|
||||
<h5 class="mb-0">Sale Options</h5>
|
||||
</div>
|
||||
<div class="form-check mb-3">
|
||||
<input asp-for="IsMerchandise" class="form-check-input" type="checkbox" />
|
||||
<label asp-for="IsMerchandise" class="form-check-label fw-semibold">
|
||||
Available for direct sale (merchandise)
|
||||
</label>
|
||||
<div class="form-text">When checked, this item appears in the merchandise picker on invoices and can be sold without a job (e.g. branded apparel, retail cleaning products).</div>
|
||||
</div>
|
||||
|
||||
<!-- Item Image -->
|
||||
<h5 class="border-bottom pb-2 mb-3 mt-4">Item Image <span class="text-muted small fw-normal">(optional)</span></h5>
|
||||
<div class="mb-3">
|
||||
<label for="image" class="form-label fw-semibold">Upload Image</label>
|
||||
<input type="file" class="form-control" id="image" name="image" accept="image/jpeg,image/png,image/gif,image/webp" onchange="previewCatalogImage(this)" />
|
||||
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp — max 10 MB. A 200×200 thumbnail is generated automatically.</div>
|
||||
<div id="imagePreview" class="mt-2 d-none">
|
||||
<img id="imagePreviewImg" src="" alt="Preview" style="max-width:200px;max-height:200px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Actions -->
|
||||
<div class="d-flex justify-content-between mt-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Cancel
|
||||
</a>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle me-1"></i>Create Item
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Add Category Modal -->
|
||||
<div class="modal fade" id="addCategoryModal" tabindex="-1" aria-labelledby="addCategoryModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="addCategoryModalLabel">
|
||||
<i class="bi bi-folder-plus me-2"></i>Add New Category
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="mb-3">
|
||||
<label for="newCategoryName" class="form-label">Category Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="newCategoryName" placeholder="e.g., Wheels, Engine Parts" required />
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="newCategoryParent" class="form-label">Parent Category</label>
|
||||
<select class="form-select" id="newCategoryParent">
|
||||
<option value="">(None - Root Category)</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Select a parent category to create a subcategory, or leave as "(None)" for a root category.</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="newCategoryDescription" class="form-label">Description (Optional)</label>
|
||||
<textarea class="form-control" id="newCategoryDescription" rows="2" placeholder="Brief description..."></textarea>
|
||||
</div>
|
||||
<div id="categoryModalError" class="alert alert-danger d-none"></div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveCategoryBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Create Category
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
const modal = new bootstrap.Modal(document.getElementById('addCategoryModal'));
|
||||
const saveBtn = document.getElementById('saveCategoryBtn');
|
||||
const categorySelect = document.getElementById('categorySelect');
|
||||
const parentCategorySelect = document.getElementById('newCategoryParent');
|
||||
const errorDiv = document.getElementById('categoryModalError');
|
||||
|
||||
// Load categories into parent dropdown when modal opens
|
||||
document.getElementById('addCategoryModal').addEventListener('show.bs.modal', async function () {
|
||||
try {
|
||||
// Get existing categories from the main dropdown
|
||||
parentCategorySelect.innerHTML = '<option value="">(None - Root Category)</option>';
|
||||
|
||||
// Copy options from main category dropdown (excluding the placeholder)
|
||||
const mainOptions = categorySelect.options;
|
||||
for (let i = 0; i < mainOptions.length; i++) {
|
||||
if (mainOptions[i].value) { // Skip empty placeholder option
|
||||
const option = new Option(mainOptions[i].text, mainOptions[i].value);
|
||||
parentCategorySelect.add(option);
|
||||
}
|
||||
}
|
||||
} catch (error) {
|
||||
console.error('Error loading parent categories:', error);
|
||||
}
|
||||
});
|
||||
|
||||
saveBtn.addEventListener('click', async function () {
|
||||
const name = document.getElementById('newCategoryName').value.trim();
|
||||
const description = document.getElementById('newCategoryDescription').value.trim();
|
||||
const parentCategoryId = parentCategorySelect.value || null;
|
||||
|
||||
if (!name) {
|
||||
showError('Category name is required.');
|
||||
return;
|
||||
}
|
||||
|
||||
// Disable button during save
|
||||
saveBtn.disabled = true;
|
||||
saveBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Creating...';
|
||||
|
||||
try {
|
||||
const response = await fetch('@Url.Action("QuickCreate", "CatalogCategories")', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
'RequestVerificationToken': document.querySelector('input[name="__RequestVerificationToken"]').value
|
||||
},
|
||||
body: JSON.stringify({
|
||||
name: name,
|
||||
description: description || null,
|
||||
parentCategoryId: parentCategoryId
|
||||
})
|
||||
});
|
||||
|
||||
const result = await response.json();
|
||||
|
||||
if (result.success) {
|
||||
// Reload category dropdowns to show new category in correct hierarchical position
|
||||
await reloadCategoryDropdowns(result.id);
|
||||
|
||||
// Show success message
|
||||
showToast('success', result.message);
|
||||
|
||||
// Reset and close modal
|
||||
document.getElementById('newCategoryName').value = '';
|
||||
document.getElementById('newCategoryDescription').value = '';
|
||||
parentCategorySelect.value = '';
|
||||
errorDiv.classList.add('d-none');
|
||||
modal.hide();
|
||||
} else {
|
||||
showError(result.message);
|
||||
}
|
||||
} catch (error) {
|
||||
showError('An error occurred while creating the category.');
|
||||
console.error('Error:', error);
|
||||
} finally {
|
||||
// Re-enable button
|
||||
saveBtn.disabled = false;
|
||||
saveBtn.innerHTML = '<i class="bi bi-check-circle me-1"></i>Create Category';
|
||||
}
|
||||
});
|
||||
|
||||
// Reset modal when closed
|
||||
document.getElementById('addCategoryModal').addEventListener('hidden.bs.modal', function () {
|
||||
document.getElementById('newCategoryName').value = '';
|
||||
document.getElementById('newCategoryDescription').value = '';
|
||||
parentCategorySelect.value = '';
|
||||
errorDiv.classList.add('d-none');
|
||||
});
|
||||
|
||||
function showError(message) {
|
||||
errorDiv.textContent = message;
|
||||
errorDiv.classList.remove('d-none');
|
||||
}
|
||||
|
||||
function showToast(type, message) {
|
||||
// Create a simple toast notification
|
||||
const toast = document.createElement('div');
|
||||
toast.className = `alert alert-${type} alert-dismissible fade show position-fixed top-0 start-50 translate-middle-x mt-3`;
|
||||
toast.style.zIndex = '9999';
|
||||
toast.innerHTML = `
|
||||
${message}
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
`;
|
||||
document.body.appendChild(toast);
|
||||
setTimeout(() => toast.remove(), 3000);
|
||||
}
|
||||
|
||||
async function reloadCategoryDropdowns(selectedCategoryId) {
|
||||
try {
|
||||
const response = await fetch('@Url.Action("GetCategoriesForDropdown", "CatalogCategories")');
|
||||
const data = await response.json();
|
||||
|
||||
if (data.success) {
|
||||
// Rebuild main category dropdown
|
||||
categorySelect.innerHTML = '<option value="">-- Select Category --</option>';
|
||||
data.categories.forEach(cat => {
|
||||
const option = new Option(cat.displayText, cat.id, cat.id === selectedCategoryId, cat.id === selectedCategoryId);
|
||||
categorySelect.add(option);
|
||||
});
|
||||
|
||||
// Rebuild parent category dropdown in modal
|
||||
parentCategorySelect.innerHTML = '<option value="">(None - Root Category)</option>';
|
||||
data.categories.forEach(cat => {
|
||||
const option = new Option(cat.displayText, cat.id);
|
||||
parentCategorySelect.add(option);
|
||||
});
|
||||
}
|
||||
} catch (error) {
|
||||
console.error('Error reloading category dropdowns:', error);
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
function previewCatalogImage(input) {
|
||||
const preview = document.getElementById('imagePreview');
|
||||
const img = document.getElementById('imagePreviewImg');
|
||||
if (input.files && input.files[0]) {
|
||||
const reader = new FileReader();
|
||||
reader.onload = e => { img.src = e.target.result; preview.classList.remove('d-none'); };
|
||||
reader.readAsDataURL(input.files[0]);
|
||||
} else {
|
||||
preview.classList.add('d-none');
|
||||
}
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,398 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Catalog.UpdateCatalogItemDto
|
||||
@{
|
||||
ViewData["Title"] = "Edit Catalog Item";
|
||||
var allowAccounting = Context.Items["AllowAccounting"] as bool? ?? false;
|
||||
}
|
||||
|
||||
<div class="container">
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-8">
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<h4 class="mb-0">
|
||||
<i class="bi bi-pencil me-2"></i>Edit Catalog Item
|
||||
</h4>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Edit" method="post" enctype="multipart/form-data">
|
||||
<input type="hidden" asp-for="Id" />
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<!-- Basic Information Section -->
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">Basic Information</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Basic Information"
|
||||
data-bs-content="Give the item a descriptive name (e.g., '18 inch Aluminum Wheel') so staff can find it quickly in the picker. The category groups it in the catalog tree. The description appears on quotes and invoices so customers know exactly what they're being charged for.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="Name" class="form-label required mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Item Name"
|
||||
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant — e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="Name" class="form-control" />
|
||||
<span asp-validation-for="Name" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="CategoryId" class="form-label required"></label>
|
||||
<div class="input-group">
|
||||
<select asp-for="CategoryId" id="categorySelect" class="form-select" asp-items="ViewBag.Categories">
|
||||
<option value="">-- Select Category --</option>
|
||||
</select>
|
||||
<button type="button" class="btn btn-outline-primary" data-bs-toggle="modal" data-bs-target="#addCategoryModal">
|
||||
<i class="bi bi-plus-circle me-1"></i>New
|
||||
</button>
|
||||
</div>
|
||||
<span asp-validation-for="CategoryId" class="text-danger small"></span>
|
||||
<small class="form-text text-muted">Select an existing category or click "New" to create one.</small>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Description" class="form-label"></label>
|
||||
<textarea asp-for="Description" class="form-control" rows="3"></textarea>
|
||||
<span asp-validation-for="Description" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<!-- Pricing & Status Section -->
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3 mt-4">
|
||||
<h5 class="mb-0">Pricing & Status</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Pricing & Status"
|
||||
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote — no markup, prep services, or complexity adjustments are applied on top. Staff can override it on individual quotes. Set Status to Inactive to hide the item from the picker without deleting it.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="row mb-3">
|
||||
<div class="col-md-6">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="DefaultPrice" class="form-label required mb-0"></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Default Price"
|
||||
data-bs-content="This is the final price charged to the customer — no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="DefaultPrice" class="form-control" />
|
||||
</div>
|
||||
<span asp-validation-for="DefaultPrice" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label for="ApproximateArea" class="form-label mb-0">Approximate @ViewBag.AreaUnit</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Approximate Surface Area"
|
||||
data-bs-content="Optional. If you know the typical surface area for this item type (e.g., 4.5 sqft for an 18in wheel), enter it here. The quoting wizard will use it to auto-calculate powder needed and oven cost. Staff can always override it per quote item.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="ApproximateArea" class="form-control" placeholder="0.00" step="0.01" />
|
||||
<span asp-validation-for="ApproximateArea" class="text-danger small"></span>
|
||||
<small class="form-text text-muted">Optional: Surface area for quoting purposes</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row mb-3">
|
||||
<div class="col-md-6">
|
||||
<label class="form-label">Status</label>
|
||||
<div class="form-check form-switch mt-2">
|
||||
<input asp-for="IsActive" class="form-check-input" role="switch" />
|
||||
<label asp-for="IsActive" class="form-check-label"></label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (allowAccounting)
|
||||
{
|
||||
<!-- Financial Accounts Section -->
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3 mt-4">
|
||||
<h5 class="mb-0">Financial Accounts</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Financial Accounts"
|
||||
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts — most shops only need to set these for items with special accounting treatment.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<p class="text-muted small mb-3">Map this item to chart-of-account entries for proper revenue and cost tracking. Leave blank to use defaults.</p>
|
||||
<div class="row">
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="RevenueAccountId" class="form-label"></label>
|
||||
<select asp-for="RevenueAccountId" class="form-select" asp-items="ViewBag.RevenueAccounts">
|
||||
<option value="">(Default revenue account)</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Account credited when this item is invoiced.</small>
|
||||
</div>
|
||||
<div class="col-md-6 mb-3">
|
||||
<label asp-for="CogsAccountId" class="form-label"></label>
|
||||
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
|
||||
<option value="">(Default COGS account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Account debited when materials are consumed.</small>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Merchandise Flag -->
|
||||
<div class="form-check mb-3 mt-3">
|
||||
<input asp-for="IsMerchandise" class="form-check-input" type="checkbox" />
|
||||
<label asp-for="IsMerchandise" class="form-check-label fw-semibold">
|
||||
Available for direct sale (merchandise)
|
||||
</label>
|
||||
<div class="form-text">When checked, this item appears in the merchandise picker on invoices and can be sold without a job.</div>
|
||||
</div>
|
||||
|
||||
<!-- Item Image -->
|
||||
<h5 class="border-bottom pb-2 mb-3 mt-4">Item Image <span class="text-muted small fw-normal">(optional)</span></h5>
|
||||
@if (ViewBag.HasImage == true)
|
||||
{
|
||||
<div class="mb-3 d-flex align-items-start gap-3">
|
||||
<div>
|
||||
<img id="imagePreviewImg"
|
||||
src="@Url.Action("Image", "CatalogItems", new { id = Model.Id, thumbnail = true })"
|
||||
alt="Current image"
|
||||
style="width:100px;height:100px;object-fit:cover;border-radius:6px;border:1px solid #dee2e6;" />
|
||||
</div>
|
||||
<div>
|
||||
<p class="mb-1 fw-semibold">Current Image</p>
|
||||
<div class="form-check mb-2">
|
||||
<input class="form-check-input" type="checkbox" name="removeImage" id="removeImage" value="true" />
|
||||
<label class="form-check-label text-danger" for="removeImage">Remove current image</label>
|
||||
</div>
|
||||
<label for="image" class="form-label text-muted small">Replace with a new image:</label>
|
||||
<input type="file" class="form-control form-control-sm" id="image" name="image" accept="image/jpeg,image/png,image/gif,image/webp" onchange="previewCatalogImage(this)" />
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="mb-3">
|
||||
<label for="image" class="form-label fw-semibold">Upload Image</label>
|
||||
<input type="file" class="form-control" id="image" name="image" accept="image/jpeg,image/png,image/gif,image/webp" onchange="previewCatalogImage(this)" />
|
||||
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp — max 10 MB. A 200×200 thumbnail is generated automatically.</div>
|
||||
<div id="imagePreview" class="mt-2 d-none">
|
||||
<img id="imagePreviewImg" src="" alt="Preview" style="max-width:200px;max-height:200px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;" />
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Actions -->
|
||||
<div class="d-flex justify-content-between mt-4">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Cancel
|
||||
</a>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle me-1"></i>Save Changes
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Add Category Modal -->
|
||||
<div class="modal fade" id="addCategoryModal" tabindex="-1" aria-labelledby="addCategoryModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="addCategoryModalLabel">
|
||||
<i class="bi bi-folder-plus me-2"></i>Add New Category
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="mb-3">
|
||||
<label for="newCategoryName" class="form-label">Category Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="newCategoryName" placeholder="e.g., Wheels, Engine Parts" required />
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="newCategoryParent" class="form-label">Parent Category</label>
|
||||
<select class="form-select" id="newCategoryParent">
|
||||
<option value="">(None - Root Category)</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Select a parent category to create a subcategory, or leave as "(None)" for a root category.</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="newCategoryDescription" class="form-label">Description (Optional)</label>
|
||||
<textarea class="form-control" id="newCategoryDescription" rows="2" placeholder="Brief description..."></textarea>
|
||||
</div>
|
||||
<div id="categoryModalError" class="alert alert-danger d-none"></div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveCategoryBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Create Category
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
const modal = new bootstrap.Modal(document.getElementById('addCategoryModal'));
|
||||
const saveBtn = document.getElementById('saveCategoryBtn');
|
||||
const categorySelect = document.getElementById('categorySelect');
|
||||
const parentCategorySelect = document.getElementById('newCategoryParent');
|
||||
const errorDiv = document.getElementById('categoryModalError');
|
||||
|
||||
// Load categories into parent dropdown when modal opens
|
||||
document.getElementById('addCategoryModal').addEventListener('show.bs.modal', async function () {
|
||||
try {
|
||||
// Get existing categories from the main dropdown
|
||||
parentCategorySelect.innerHTML = '<option value="">(None - Root Category)</option>';
|
||||
|
||||
// Copy options from main category dropdown (excluding the placeholder)
|
||||
const mainOptions = categorySelect.options;
|
||||
for (let i = 0; i < mainOptions.length; i++) {
|
||||
if (mainOptions[i].value) { // Skip empty placeholder option
|
||||
const option = new Option(mainOptions[i].text, mainOptions[i].value);
|
||||
parentCategorySelect.add(option);
|
||||
}
|
||||
}
|
||||
} catch (error) {
|
||||
console.error('Error loading parent categories:', error);
|
||||
}
|
||||
});
|
||||
|
||||
saveBtn.addEventListener('click', async function () {
|
||||
const name = document.getElementById('newCategoryName').value.trim();
|
||||
const description = document.getElementById('newCategoryDescription').value.trim();
|
||||
const parentCategoryId = parentCategorySelect.value || null;
|
||||
|
||||
if (!name) {
|
||||
showError('Category name is required.');
|
||||
return;
|
||||
}
|
||||
|
||||
saveBtn.disabled = true;
|
||||
saveBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Creating...';
|
||||
|
||||
try {
|
||||
const response = await fetch('@Url.Action("QuickCreate", "CatalogCategories")', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
'RequestVerificationToken': document.querySelector('input[name="__RequestVerificationToken"]').value
|
||||
},
|
||||
body: JSON.stringify({
|
||||
name: name,
|
||||
description: description || null,
|
||||
parentCategoryId: parentCategoryId
|
||||
})
|
||||
});
|
||||
|
||||
const result = await response.json();
|
||||
|
||||
if (result.success) {
|
||||
// Reload category dropdowns to show new category in correct hierarchical position
|
||||
await reloadCategoryDropdowns(result.id);
|
||||
|
||||
// Show success message
|
||||
showToast('success', result.message);
|
||||
|
||||
// Reset and close modal
|
||||
document.getElementById('newCategoryName').value = '';
|
||||
document.getElementById('newCategoryDescription').value = '';
|
||||
parentCategorySelect.value = '';
|
||||
errorDiv.classList.add('d-none');
|
||||
modal.hide();
|
||||
} else {
|
||||
showError(result.message);
|
||||
}
|
||||
} catch (error) {
|
||||
showError('An error occurred while creating the category.');
|
||||
console.error('Error:', error);
|
||||
} finally {
|
||||
saveBtn.disabled = false;
|
||||
saveBtn.innerHTML = '<i class="bi bi-check-circle me-1"></i>Create Category';
|
||||
}
|
||||
});
|
||||
|
||||
document.getElementById('addCategoryModal').addEventListener('hidden.bs.modal', function () {
|
||||
document.getElementById('newCategoryName').value = '';
|
||||
document.getElementById('newCategoryDescription').value = '';
|
||||
parentCategorySelect.value = '';
|
||||
errorDiv.classList.add('d-none');
|
||||
});
|
||||
|
||||
function showError(message) {
|
||||
errorDiv.textContent = message;
|
||||
errorDiv.classList.remove('d-none');
|
||||
}
|
||||
|
||||
function showToast(type, message) {
|
||||
const toast = document.createElement('div');
|
||||
toast.className = `alert alert-${type} alert-dismissible fade show position-fixed top-0 start-50 translate-middle-x mt-3`;
|
||||
toast.style.zIndex = '9999';
|
||||
toast.innerHTML = `
|
||||
${message}
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
`;
|
||||
document.body.appendChild(toast);
|
||||
setTimeout(() => toast.remove(), 3000);
|
||||
}
|
||||
|
||||
async function reloadCategoryDropdowns(selectedCategoryId) {
|
||||
try {
|
||||
const response = await fetch('@Url.Action("GetCategoriesForDropdown", "CatalogCategories")');
|
||||
const data = await response.json();
|
||||
|
||||
if (data.success) {
|
||||
// Rebuild main category dropdown
|
||||
categorySelect.innerHTML = '<option value="">-- Select Category --</option>';
|
||||
data.categories.forEach(cat => {
|
||||
const option = new Option(cat.displayText, cat.id, cat.id === selectedCategoryId, cat.id === selectedCategoryId);
|
||||
categorySelect.add(option);
|
||||
});
|
||||
|
||||
// Rebuild parent category dropdown in modal
|
||||
parentCategorySelect.innerHTML = '<option value="">(None - Root Category)</option>';
|
||||
data.categories.forEach(cat => {
|
||||
const option = new Option(cat.displayText, cat.id);
|
||||
parentCategorySelect.add(option);
|
||||
});
|
||||
}
|
||||
} catch (error) {
|
||||
console.error('Error reloading category dropdowns:', error);
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
function previewCatalogImage(input) {
|
||||
const preview = document.getElementById('imagePreview');
|
||||
const img = document.getElementById('imagePreviewImg');
|
||||
if (input.files && input.files[0]) {
|
||||
const reader = new FileReader();
|
||||
reader.onload = e => {
|
||||
img.src = e.target.result;
|
||||
if (preview) preview.classList.remove('d-none');
|
||||
};
|
||||
reader.readAsDataURL(input.files[0]);
|
||||
} else {
|
||||
if (preview) preview.classList.add('d-none');
|
||||
}
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,220 +0,0 @@
|
||||
@model List<PowderCoating.Web.Controllers.CategoryWithItems>
|
||||
@{
|
||||
ViewData["Title"] = "Product Catalog";
|
||||
ViewData["PageIcon"] = "bi-book";
|
||||
ViewData["PageHelpTitle"] = "Product Catalog";
|
||||
ViewData["PageHelpContent"] = "The Product Catalog is a library of standard items (wheels, brackets, panels, etc.) that your shop regularly quotes and invoices. Each item has a fixed price — when a catalog item is added to a quote or job, that price is used exactly as entered. No markup, no prep services, and no complexity charges are added on top. Organize items into categories to keep the catalog easy to browse.";
|
||||
var totalItemsCount = ViewBag.TotalItemsCount ?? 0;
|
||||
var activeItemsCount = ViewBag.ActiveItemsCount ?? 0;
|
||||
var averagePrice = ViewBag.AveragePrice ?? 0m;
|
||||
var categoryCount = ViewBag.CategoryCount ?? 0;
|
||||
var currentCategoryId = ViewBag.CurrentCategoryId;
|
||||
var searchTerm = ViewBag.SearchTerm ?? "";
|
||||
var hasFilters = ViewBag.HasFilters ?? false;
|
||||
var filteredItemsCount = ViewBag.FilteredItemsCount ?? 0;
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<link rel="stylesheet" href="~/css/catalog.css" />
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/catalog.js"></script>
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end align-items-center gap-2 mb-4">
|
||||
<a asp-action="AiPriceCheck" class="btn btn-outline-primary text-nowrap">
|
||||
<i class="bi bi-robot me-2"></i>
|
||||
<span class="d-none d-sm-inline">AI Price Check</span>
|
||||
<span class="d-inline d-sm-none">AI</span>
|
||||
</a>
|
||||
<a asp-action="ExportCatalogPdf" class="btn btn-primary text-nowrap">
|
||||
<i class="bi bi-file-pdf me-2"></i>
|
||||
<span class="d-none d-sm-inline">Export Product Catalog to PDF</span>
|
||||
<span class="d-inline d-sm-none">PDF</span>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Stats Cards -->
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card catalog-stats-card">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="catalog-text-muted mb-1" style="font-size: 0.875rem;">Total Items</p>
|
||||
<h3 class="mb-0 fw-bold">@totalItemsCount</h3>
|
||||
</div>
|
||||
<div class="catalog-stats-icon blue">
|
||||
<i class="bi bi-box-seam text-primary" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card catalog-stats-card">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="catalog-text-muted mb-1" style="font-size: 0.875rem;">Active Items</p>
|
||||
<h3 class="mb-0 fw-bold">@activeItemsCount</h3>
|
||||
</div>
|
||||
<div class="catalog-stats-icon green">
|
||||
<i class="bi bi-check-circle text-success" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card catalog-stats-card">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="catalog-text-muted mb-1" style="font-size: 0.875rem;">Average Price</p>
|
||||
<h3 class="mb-0 fw-bold">@averagePrice.ToString("C")</h3>
|
||||
</div>
|
||||
<div class="catalog-stats-icon yellow">
|
||||
<i class="bi bi-cash-stack text-warning" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card catalog-stats-card">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="catalog-text-muted mb-1" style="font-size: 0.875rem;">Categories</p>
|
||||
<h3 class="mb-0 fw-bold">@categoryCount</h3>
|
||||
</div>
|
||||
<div class="catalog-stats-icon pink">
|
||||
<i class="bi bi-folder text-danger" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (hasFilters)
|
||||
{
|
||||
<div class="alert alert-info alert-permanent d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<i class="bi bi-funnel me-2"></i>
|
||||
Showing <strong>@filteredItemsCount</strong> item(s)
|
||||
@if (!string.IsNullOrEmpty(searchTerm))
|
||||
{
|
||||
<span> matching "<strong>@searchTerm</strong>"</span>
|
||||
}
|
||||
@if (currentCategoryId != null)
|
||||
{
|
||||
var categoryName = (ViewBag.Categories as List<SelectListItem>)?.FirstOrDefault(c => c.Value == currentCategoryId.ToString())?.Text;
|
||||
<span> in category "<strong>@categoryName</strong>"</span>
|
||||
}
|
||||
</div>
|
||||
<a href="@Url.Action("Index")" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-x me-1"></i>Clear Filters
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Catalog Items Card -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header catalog-card-header py-3">
|
||||
<div class="d-flex flex-column flex-lg-row justify-content-between align-items-start align-items-lg-center gap-3">
|
||||
<div class="d-flex flex-column flex-sm-row gap-2 w-100 w-lg-auto">
|
||||
<form asp-action="Index" method="get" class="d-flex flex-column flex-sm-row gap-2 flex-grow-1 flex-lg-grow-0">
|
||||
<div class="input-group catalog-search-group">
|
||||
<span class="input-group-text catalog-search-icon">
|
||||
<i class="bi bi-search catalog-text-muted"></i>
|
||||
</span>
|
||||
<input type="text" name="searchTerm" class="form-control catalog-search-input"
|
||||
placeholder="Search items..."
|
||||
value="@searchTerm"
|
||||
aria-label="Search catalog items">
|
||||
</div>
|
||||
<select name="categoryId" class="form-select catalog-category-select">
|
||||
<option value="">All Categories</option>
|
||||
@if (ViewBag.Categories != null)
|
||||
{
|
||||
foreach (var category in ViewBag.Categories as List<SelectListItem>)
|
||||
{
|
||||
<option value="@category.Value" selected="@(category.Value == currentCategoryId?.ToString())">
|
||||
@category.Text
|
||||
</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-search"></i>
|
||||
</button>
|
||||
@if (hasFilters)
|
||||
{
|
||||
<a href="@Url.Action("Index")" class="btn btn-outline-secondary" title="Clear filters">
|
||||
<i class="bi bi-x-lg"></i>
|
||||
</a>
|
||||
}
|
||||
</form>
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-controller="CatalogCategories" asp-action="Index" class="btn btn-outline-secondary text-nowrap">
|
||||
<i class="bi bi-folder me-2"></i>
|
||||
<span class="d-none d-sm-inline">Manage Categories</span>
|
||||
<span class="d-inline d-sm-none">Categories</span>
|
||||
</a>
|
||||
<a asp-action="Create" class="btn btn-primary text-nowrap">
|
||||
<i class="bi bi-plus-circle me-2"></i>
|
||||
<span class="d-none d-sm-inline">Add Item</span>
|
||||
<span class="d-inline d-sm-none">Add</span>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox catalog-empty-icon" style="font-size: 4rem;"></i>
|
||||
<h5 class="mt-3 catalog-text-secondary">No catalog items found</h5>
|
||||
@if (hasFilters)
|
||||
{
|
||||
<p class="catalog-text-muted mb-4">Try adjusting your filters</p>
|
||||
<a href="@Url.Action("Index")" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-x-circle me-2"></i>Clear Filters
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<p class="catalog-text-muted mb-4">Get started by creating your first catalog item</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Create Your First Item
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<!-- Nested Category View -->
|
||||
<div class="catalog-tree p-3">
|
||||
@foreach (var categoryWithItems in Model)
|
||||
{
|
||||
<partial name="_CategoryNode" model="categoryWithItems" />
|
||||
}
|
||||
</div>
|
||||
<script>
|
||||
(function () {
|
||||
var PREFIX = 'pcl_catalog_acc_';
|
||||
document.querySelectorAll('.catalog-tree .collapse').forEach(function (el) {
|
||||
var stored = localStorage.getItem(PREFIX + el.id);
|
||||
if (stored === null) return;
|
||||
if (stored === '1') { el.classList.add('show'); }
|
||||
else { el.classList.remove('show'); }
|
||||
});
|
||||
}());
|
||||
</script>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,831 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Company.CompanyDto
|
||||
@using PowderCoating.Web.ViewModels.Platform
|
||||
@using PowderCoating.Web.Controllers
|
||||
|
||||
@{
|
||||
ViewData["Title"] = Model.CompanyName;
|
||||
ViewData["PageIcon"] = "bi-building";
|
||||
var planConfigs = ((IEnumerable<PowderCoating.Core.Entities.SubscriptionPlanConfig>)ViewBag.PlanConfigs)
|
||||
.OrderBy(c => c.SortOrder).ToList();
|
||||
var planBadgeColors = planConfigs.Select((c, i) => (c.Plan, i))
|
||||
.ToDictionary(x => x.Plan, x => x.i switch { 0 => "bg-secondary", 1 => "bg-primary", 2 => "bg-info", _ => "bg-success" });
|
||||
var planNames = planConfigs.ToDictionary(c => c.Plan, c => c.DisplayName);
|
||||
string PlanBadge(int plan) => planBadgeColors.TryGetValue(plan, out var c) ? c : "bg-secondary";
|
||||
string PlanName(int plan) => planNames.TryGetValue(plan, out var n) ? n : plan.ToString();
|
||||
|
||||
var healthScore = (int)(ViewBag.HealthScore ?? 0);
|
||||
var healthRisk = (string)(ViewBag.HealthRisk ?? "Healthy");
|
||||
var healthSignals = (List<string>)(ViewBag.HealthSignals ?? new List<string>());
|
||||
var jobs30 = (int)(ViewBag.Jobs30 ?? 0);
|
||||
var jobs90 = (int)(ViewBag.Jobs90 ?? 0);
|
||||
var lastLogin = (DateTime?)(ViewBag.LastLoginDate);
|
||||
var onboarding = (OnboardingProgressRowViewModel?)(ViewBag.Onboarding);
|
||||
|
||||
string ScoreColor(int s) => s >= 75 ? "text-success" : s >= 45 ? "text-warning" : "text-danger";
|
||||
string RiskBadgeClass(string r) => r switch {
|
||||
"Healthy" => "bg-success",
|
||||
"AtRisk" => "bg-warning text-dark",
|
||||
"Critical" => "bg-danger",
|
||||
"NeverActivated" => "bg-secondary",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
string RiskLabel(string r) => r switch {
|
||||
"Healthy" => "Healthy",
|
||||
"AtRisk" => "At Risk",
|
||||
"Critical" => "Critical",
|
||||
"NeverActivated" => "Never Activated",
|
||||
_ => r
|
||||
};
|
||||
}
|
||||
|
||||
<div class="container-fluid">
|
||||
<div class="d-flex justify-content-between align-items-center mb-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<a asp-action="Index" class="text-muted small text-decoration-none">
|
||||
<i class="bi bi-arrow-left me-1"></i>Companies
|
||||
</a>
|
||||
@if (!string.IsNullOrEmpty(Model.CompanyCode))
|
||||
{
|
||||
<span class="badge bg-secondary">@Model.CompanyCode</span>
|
||||
}
|
||||
<span class="badge @(Model.IsActive ? "bg-success" : "bg-danger")">@(Model.IsActive ? "Active" : "Inactive")</span>
|
||||
<span class="badge @RiskBadgeClass(healthRisk)">@RiskLabel(healthRisk)</span>
|
||||
</div>
|
||||
<div class="btn-group">
|
||||
<a asp-action="CreateCompanyAdmin" asp-route-id="@Model.Id" class="btn btn-success btn-sm">
|
||||
<i class="bi bi-person-plus me-1"></i>Add User
|
||||
</a>
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-primary btn-sm">
|
||||
<i class="bi bi-pencil me-1"></i>Edit
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Warning"] != null)
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent alert-dismissible fade show mb-3" role="alert">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Warning"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- KPI strip -->
|
||||
<div class="row g-2 mb-3">
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-body text-center py-2">
|
||||
<div class="fs-4 fw-bold text-primary">@Model.UserCount</div>
|
||||
<div class="small text-muted">Users</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-body text-center py-2">
|
||||
<div class="fs-4 fw-bold text-success">@Model.CustomerCount</div>
|
||||
<div class="small text-muted">Customers</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-body text-center py-2">
|
||||
<div class="fs-4 fw-bold text-info">@Model.JobCount</div>
|
||||
<div class="small text-muted">Jobs</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-body text-center py-2">
|
||||
<div class="fs-5 fw-bold @ScoreColor(healthScore)">@healthScore</div>
|
||||
<div class="small text-muted">Health Score</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Tabs -->
|
||||
<ul class="nav nav-tabs mb-3" id="companyDetailTabs" role="tablist">
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link active" id="tab-overview" data-bs-toggle="tab" data-bs-target="#pane-overview" type="button" role="tab">
|
||||
<i class="bi bi-info-circle me-1"></i>Overview
|
||||
</button>
|
||||
</li>
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link" id="tab-users" data-bs-toggle="tab" data-bs-target="#pane-users" type="button" role="tab">
|
||||
<i class="bi bi-people me-1"></i>Users
|
||||
<span class="badge bg-secondary ms-1">@Model.Users.Count</span>
|
||||
</button>
|
||||
</li>
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link" id="tab-subscription" data-bs-toggle="tab" data-bs-target="#pane-subscription" type="button" role="tab">
|
||||
<i class="bi bi-credit-card me-1"></i>Subscription
|
||||
</button>
|
||||
</li>
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link" id="tab-onboarding" data-bs-toggle="tab" data-bs-target="#pane-onboarding" type="button" role="tab">
|
||||
<i class="bi bi-rocket-takeoff me-1"></i>Onboarding
|
||||
</button>
|
||||
</li>
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link" id="tab-health" data-bs-toggle="tab" data-bs-target="#pane-health" type="button" role="tab">
|
||||
<i class="bi bi-heart-pulse me-1"></i>Health
|
||||
</button>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<div class="tab-content" id="companyDetailTabContent">
|
||||
|
||||
<!-- ── Overview tab ── -->
|
||||
<div class="tab-pane fade show active" id="pane-overview" role="tabpanel">
|
||||
<div class="row g-3">
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-info-circle me-2"></i>Company Information</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
<tr><th style="width:40%">Company Name</th><td>@Model.CompanyName</td></tr>
|
||||
<tr><th>Code</th><td>@(Model.CompanyCode ?? "—")</td></tr>
|
||||
<tr><th>Status</th><td><span class="badge @(Model.IsActive ? "bg-success" : "bg-danger")">@(Model.IsActive ? "Active" : "Inactive")</span></td></tr>
|
||||
<tr><th>Time Zone</th><td>@(Model.TimeZone ?? "America/New_York")</td></tr>
|
||||
<tr><th>Created</th><td>@Model.CreatedAt.ToString("MMM d, yyyy h:mm tt")</td></tr>
|
||||
@if (!string.IsNullOrEmpty(Model.CreatedBy))
|
||||
{
|
||||
<tr><th>Created By</th><td>@Model.CreatedBy</td></tr>
|
||||
}
|
||||
@if (Model.UpdatedAt.HasValue)
|
||||
{
|
||||
<tr><th>Last Updated</th><td>@Model.UpdatedAt.Value.ToString("MMM d, yyyy")</td></tr>
|
||||
}
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-person-lines-fill me-2"></i>Primary Contact</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
<tr><th style="width:40%">Contact Name</th><td>@Model.PrimaryContactName</td></tr>
|
||||
<tr><th>Email</th><td><a href="mailto:@Model.PrimaryContactEmail">@Model.PrimaryContactEmail</a></td></tr>
|
||||
<tr><th>Phone</th><td>@(Model.Phone ?? "—")</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-geo-alt me-2"></i>Address</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (!string.IsNullOrEmpty(Model.Address))
|
||||
{
|
||||
<address class="mb-0">
|
||||
@Model.Address<br />
|
||||
@if (!string.IsNullOrEmpty(Model.City) || !string.IsNullOrEmpty(Model.State))
|
||||
{
|
||||
<text>@Model.City, @Model.State @Model.ZipCode</text>
|
||||
}
|
||||
</address>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">No address on file.</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.StripeCustomerId) || !string.IsNullOrEmpty(Model.StripeSubscriptionId))
|
||||
{
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-stripe me-2"></i>Stripe IDs</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
@if (!string.IsNullOrEmpty(Model.StripeCustomerId))
|
||||
{
|
||||
<tr><th style="width:40%">Customer</th><td><code class="small">@Model.StripeCustomerId</code></td></tr>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.StripeSubscriptionId))
|
||||
{
|
||||
<tr><th>Subscription</th><td><code class="small">@Model.StripeSubscriptionId</code></td></tr>
|
||||
}
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── Users tab ── -->
|
||||
<div class="tab-pane fade" id="pane-users" role="tabpanel">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header bg-light d-flex justify-content-between align-items-center">
|
||||
<h6 class="mb-0"><i class="bi bi-people me-2"></i>Users (@Model.Users.Count)</h6>
|
||||
<a asp-action="CreateCompanyAdmin" asp-route-id="@Model.Id" class="btn btn-sm btn-success">
|
||||
<i class="bi bi-person-plus me-1"></i>Add Admin User
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (Model.Users.Any())
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Name</th>
|
||||
<th>Email</th>
|
||||
<th>Role</th>
|
||||
<th>Department</th>
|
||||
<th>Status</th>
|
||||
<th>Last Login</th>
|
||||
<th class="text-end">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var user in Model.Users.OrderBy(u => u.LastName))
|
||||
{
|
||||
<tr class="user-row" style="cursor:pointer;"
|
||||
data-user-id="@user.Id"
|
||||
data-company-id="@Model.Id"
|
||||
title="Click to view user details and login history">
|
||||
<td>
|
||||
<strong>@user.FullName</strong>
|
||||
@if (user.CompanyRole == null)
|
||||
{
|
||||
<span class="badge bg-warning text-dark ms-1">
|
||||
<i class="bi bi-star-fill"></i> SuperAdmin
|
||||
</span>
|
||||
}
|
||||
</td>
|
||||
<td><a href="mailto:@user.Email">@user.Email</a></td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(user.CompanyRole))
|
||||
{
|
||||
<span class="badge @(user.CompanyRole switch {
|
||||
"CompanyAdmin" => "bg-primary",
|
||||
"Manager" => "bg-info",
|
||||
"Worker" => "bg-secondary",
|
||||
_ => "bg-light text-dark"
|
||||
})">@user.CompanyRole.Replace("Company", "")</span>
|
||||
}
|
||||
else { <span class="text-muted">N/A</span> }
|
||||
</td>
|
||||
<td>@(user.Department ?? "—")</td>
|
||||
<td>
|
||||
<span class="badge @(user.IsActive ? "bg-success" : "bg-danger")">
|
||||
@(user.IsActive ? "Active" : "Inactive")
|
||||
</span>
|
||||
</td>
|
||||
<td>
|
||||
<small class="text-muted">
|
||||
@(user.LastLoginDate.HasValue
|
||||
? user.LastLoginDate.Value.ToString("MMM d, yyyy")
|
||||
: "Never")
|
||||
</small>
|
||||
</td>
|
||||
<td class="text-end" onclick="event.stopPropagation()">
|
||||
@if (user.CompanyRole != null)
|
||||
{
|
||||
<div class="btn-group btn-group-sm">
|
||||
<a asp-controller="CompanyUsers" asp-action="Edit"
|
||||
asp-route-id="@user.Id"
|
||||
asp-route-returnUrl="@Url.Action("Details", "Companies", new { id = Model.Id })"
|
||||
class="btn btn-outline-primary" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<button type="button" class="btn btn-outline-secondary"
|
||||
data-bs-toggle="modal" data-bs-target="#resetPasswordModal"
|
||||
data-user-id="@user.Id" data-user-name="@user.FullName"
|
||||
title="Reset Password">
|
||||
<i class="bi bi-key"></i>
|
||||
</button>
|
||||
<form asp-controller="CompanyUsers" asp-action="SendPasswordResetEmail"
|
||||
asp-route-id="@user.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Send a password reset link to @Html.Encode(user.Email)?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-info" title="Email reset link">
|
||||
<i class="bi bi-envelope-arrow-up"></i>
|
||||
</button>
|
||||
</form>
|
||||
<form asp-controller="CompanyUsers" asp-action="ToggleActive"
|
||||
asp-route-id="@user.Id" method="post" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit"
|
||||
class="btn btn-outline-@(user.IsActive ? "warning" : "success")"
|
||||
title="@(user.IsActive ? "Deactivate" : "Activate")">
|
||||
<i class="bi bi-@(user.IsActive ? "pause" : "play")"></i>
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted small">Platform User</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-people" style="font-size: 3rem; color: #ccc;"></i>
|
||||
<p class="text-muted mt-3 mb-3">No users found for this company.</p>
|
||||
<a asp-action="CreateCompanyAdmin" asp-route-id="@Model.Id" class="btn btn-primary">
|
||||
<i class="bi bi-person-plus me-1"></i>Create First Admin User
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── Subscription tab ── -->
|
||||
<div class="tab-pane fade" id="pane-subscription" role="tabpanel">
|
||||
<div class="row g-3">
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-credit-card me-2"></i>Subscription</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm table-borderless mb-3">
|
||||
<tr>
|
||||
<th style="width:40%">Plan</th>
|
||||
<td><span class="badge @PlanBadge(Model.SubscriptionPlan)">@PlanName(Model.SubscriptionPlan)</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Status</th>
|
||||
<td>
|
||||
@{
|
||||
var (ssBadge, ssLabel) = Model.SubscriptionStatus switch {
|
||||
PowderCoating.Core.Enums.SubscriptionStatus.Active => ("bg-success", "Active"),
|
||||
PowderCoating.Core.Enums.SubscriptionStatus.GracePeriod => ("bg-warning text-dark", "Grace Period"),
|
||||
PowderCoating.Core.Enums.SubscriptionStatus.Expired => ("bg-danger", "Expired"),
|
||||
PowderCoating.Core.Enums.SubscriptionStatus.Canceled => ("bg-secondary", "Canceled"),
|
||||
PowderCoating.Core.Enums.SubscriptionStatus.Inactive => ("bg-secondary", "Inactive"),
|
||||
_ => ("bg-secondary", Model.SubscriptionStatus.ToString())
|
||||
};
|
||||
}
|
||||
<span class="badge @ssBadge">@ssLabel</span>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Start Date</th>
|
||||
<td>@Model.SubscriptionStartDate.ToString("MMMM d, yyyy")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>End Date</th>
|
||||
<td>
|
||||
@if (Model.SubscriptionEndDate.HasValue)
|
||||
{
|
||||
var daysLeft = (int)(Model.SubscriptionEndDate.Value.Date - DateTime.UtcNow.Date).TotalDays;
|
||||
<span class="@(daysLeft < 0 ? "text-danger" : daysLeft <= 14 ? "text-warning" : "")">
|
||||
@Model.SubscriptionEndDate.Value.ToString("MMMM d, yyyy")
|
||||
@if (daysLeft >= 0 && daysLeft <= 30) { <small class="text-muted">(in @daysLeft days)</small> }
|
||||
@if (daysLeft < 0) { <small>(expired @(-daysLeft)d ago)</small> }
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">Ongoing</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<a asp-controller="SubscriptionManagement" asp-action="Manage" asp-route-id="@Model.Id"
|
||||
class="btn btn-primary">
|
||||
<i class="bi bi-sliders me-1"></i>Manage Subscription & Features
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-speedometer2 me-2"></i>Activity Snapshot</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
<tr>
|
||||
<th style="width:55%">Last Login</th>
|
||||
<td>
|
||||
@if (lastLogin.HasValue)
|
||||
{
|
||||
var days = (int)(DateTime.UtcNow - lastLogin.Value).TotalDays;
|
||||
<span class="@(days >= 60 ? "text-danger" : days >= 30 ? "text-warning" : "text-success")">
|
||||
@lastLogin.Value.ToString("MMM d, yyyy") (@days days ago)
|
||||
</span>
|
||||
}
|
||||
else { <span class="text-muted">Never</span> }
|
||||
</td>
|
||||
</tr>
|
||||
<tr><th>Jobs (last 30d)</th><td>@jobs30</td></tr>
|
||||
<tr><th>Jobs (last 90d)</th><td>@jobs90</td></tr>
|
||||
<tr><th>Jobs total</th><td>@Model.JobCount</td></tr>
|
||||
<tr><th>Customers</th><td>@Model.CustomerCount</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ── Onboarding tab ── -->
|
||||
<div class="tab-pane fade" id="pane-onboarding" role="tabpanel">
|
||||
@if (onboarding != null)
|
||||
{
|
||||
<div class="row g-3">
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-rocket-takeoff me-2"></i>Setup Progress</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-flex flex-wrap gap-2 mb-3">
|
||||
@{
|
||||
var (obBadge, obLabel) = onboarding.Status switch {
|
||||
OnboardingStatus.Complete => ("bg-success", "Complete"),
|
||||
OnboardingStatus.InProgress => ("bg-primary", "In Progress"),
|
||||
OnboardingStatus.Dismissed => ("bg-secondary", "Dismissed"),
|
||||
_ => ("bg-light text-dark border", "Not Started")
|
||||
};
|
||||
}
|
||||
<span>
|
||||
<span class="text-muted small me-1">Status:</span>
|
||||
<span class="badge @obBadge">@obLabel</span>
|
||||
</span>
|
||||
@if (!string.IsNullOrEmpty(onboarding.OnboardingPath))
|
||||
{
|
||||
<span>
|
||||
<span class="text-muted small me-1">Path:</span>
|
||||
<span class="badge bg-info">@onboarding.OnboardingPath</span>
|
||||
</span>
|
||||
}
|
||||
</div>
|
||||
|
||||
<table class="table table-sm table-borderless mb-3">
|
||||
<tr>
|
||||
<th style="width:55%">Setup Wizard</th>
|
||||
<td>
|
||||
@if (onboarding.WizardCompleted)
|
||||
{
|
||||
<span class="text-success"><i class="bi bi-check-circle-fill me-1"></i>Complete</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted"><i class="bi bi-hourglass me-1"></i>Pending</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Milestones</th>
|
||||
<td>@onboarding.StepsCompleted / @onboarding.TotalSteps</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<div class="progress mb-3" style="height:8px;">
|
||||
@{
|
||||
var pct = onboarding.TotalSteps > 0
|
||||
? (int)(onboarding.StepsCompleted * 100.0 / onboarding.TotalSteps)
|
||||
: 0;
|
||||
var barClass = pct == 100 ? "bg-success" : pct > 0 ? "bg-primary" : "bg-secondary";
|
||||
}
|
||||
<div class="progress-bar @barClass" style="width:@pct%"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-6">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-flag me-2"></i>Milestone Dates</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
<tr>
|
||||
<th style="width:55%">First Job / Quote</th>
|
||||
<td>
|
||||
@{
|
||||
var firstActivity = onboarding.FirstJobCreatedAt ?? onboarding.FirstQuoteCreatedAt;
|
||||
}
|
||||
@(firstActivity.HasValue ? firstActivity.Value.ToString("MMM d, yyyy") : "—")
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>First Invoice</th>
|
||||
<td>@(onboarding.FirstInvoiceCreatedAt.HasValue ? onboarding.FirstInvoiceCreatedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Workflow Completed</th>
|
||||
<td>@(onboarding.FirstWorkflowCompletedAt.HasValue ? onboarding.FirstWorkflowCompletedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Widget Dismissed</th>
|
||||
<td>@(onboarding.GuidedActivationDismissedAt.HasValue ? onboarding.GuidedActivationDismissedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<p class="text-muted">Onboarding data not available.</p>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- ── Health tab ── -->
|
||||
<div class="tab-pane fade" id="pane-health" role="tabpanel">
|
||||
<div class="row g-3">
|
||||
<div class="col-lg-4">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-heart-pulse me-2"></i>Health Score</h6>
|
||||
</div>
|
||||
<div class="card-body text-center py-4">
|
||||
<div class="display-4 fw-bold @ScoreColor(healthScore)">@healthScore</div>
|
||||
<div class="mt-1 mb-3">
|
||||
<span class="badge @RiskBadgeClass(healthRisk) fs-6">@RiskLabel(healthRisk)</span>
|
||||
</div>
|
||||
<div class="progress" style="height:10px;">
|
||||
<div class="progress-bar @(healthScore >= 75 ? "bg-success" : healthScore >= 45 ? "bg-warning" : "bg-danger")"
|
||||
style="width:@healthScore%"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-8">
|
||||
<div class="card shadow-sm h-100">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="mb-0"><i class="bi bi-flag me-2"></i>Risk Signals</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (healthSignals.Any())
|
||||
{
|
||||
<ul class="list-group list-group-flush">
|
||||
@foreach (var signal in healthSignals)
|
||||
{
|
||||
<li class="list-group-item d-flex align-items-center gap-2 px-0">
|
||||
<i class="bi bi-exclamation-triangle-fill text-warning"></i>
|
||||
@signal
|
||||
</li>
|
||||
}
|
||||
</ul>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-3 text-success">
|
||||
<i class="bi bi-check-circle-fill fs-3"></i>
|
||||
<p class="mb-0 mt-2">No risk signals detected.</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<hr class="my-3" />
|
||||
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-controller="CompanyHealth" asp-action="Index"
|
||||
asp-route-search="@Model.PrimaryContactEmail"
|
||||
class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-binoculars me-1"></i>View in Health Dashboard
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div><!-- /tab-content -->
|
||||
|
||||
<!-- Danger Zone (outside tabs — always present) -->
|
||||
<div class="card shadow-sm border-danger mt-4">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="card-title mb-0 text-danger">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>Danger Zone
|
||||
</h6>
|
||||
</div>
|
||||
<div class="card-body d-flex flex-column gap-3">
|
||||
<div class="d-flex justify-content-between align-items-start border rounded p-3 bg-warning bg-opacity-10">
|
||||
<div>
|
||||
<h6 class="mb-1 text-warning-emphasis"><i class="bi bi-fire me-1"></i>Reset All Company Data</h6>
|
||||
<p class="text-muted small mb-0">
|
||||
Permanently deletes all business data — customers, jobs, quotes, invoices, inventory, and more.
|
||||
The company record, users, and settings are preserved. Use this to wipe a migration and start fresh.
|
||||
</p>
|
||||
</div>
|
||||
<button type="button" class="btn btn-warning ms-3 text-nowrap"
|
||||
data-bs-toggle="modal" data-bs-target="#resetDataModal">
|
||||
<i class="bi bi-fire me-1"></i>Reset Data
|
||||
</button>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between align-items-start border rounded p-3 bg-danger bg-opacity-10">
|
||||
<div>
|
||||
<h6 class="mb-1 text-danger"><i class="bi bi-trash me-1"></i>Delete Company</h6>
|
||||
<p class="text-muted small mb-0">
|
||||
Permanently deletes the company and everything in it. There is no going back.
|
||||
@if (Model.UserCount > 0)
|
||||
{
|
||||
<br /><strong class="text-danger">This company has @Model.UserCount user(s) — remove them first.</strong>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
<button type="button" class="btn btn-danger ms-3 text-nowrap"
|
||||
data-bs-toggle="modal" data-bs-target="#hardDeleteModal"
|
||||
@(Model.UserCount > 0 ? "disabled" : "")>
|
||||
<i class="bi bi-trash me-1"></i>Delete Company
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- User Details Modal -->
|
||||
<div class="modal fade" tabindex="-1" id="userDetailOffcanvas" aria-labelledby="userDetailOffcanvasLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-dialog-centered modal-dialog-scrollable" style="max-width:520px;">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header border-bottom">
|
||||
<h5 class="modal-title" id="userDetailOffcanvasLabel">
|
||||
<i class="bi bi-person-circle me-2"></i><span id="oc-name">User Details</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
</div>
|
||||
<div class="modal-body p-0">
|
||||
<div id="oc-loading" class="d-flex justify-content-center align-items-center py-5">
|
||||
<div class="spinner-border text-primary" role="status"><span class="visually-hidden">Loading…</span></div>
|
||||
</div>
|
||||
<div id="oc-content" style="display:none;">
|
||||
<div class="px-3 pt-3 pb-2">
|
||||
<div class="d-flex align-items-center gap-3 mb-3">
|
||||
<div class="bg-primary bg-opacity-10 rounded-circle d-flex align-items-center justify-content-center flex-shrink-0"
|
||||
style="width:52px;height:52px;">
|
||||
<i class="bi bi-person-fill text-primary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h6 class="mb-0 fw-semibold" id="oc-fullname"></h6>
|
||||
<small class="text-muted" id="oc-email"></small>
|
||||
</div>
|
||||
<span id="oc-status-badge" class="badge ms-auto"></span>
|
||||
</div>
|
||||
<table class="table table-sm table-borderless mb-0 small">
|
||||
<tr><th style="width:38%;" class="text-muted fw-normal">Role</th><td id="oc-role">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Department</th><td id="oc-dept">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Position</th><td id="oc-position">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Phone</th><td id="oc-phone">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Hired</th><td id="oc-hire">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Account created</th><td id="oc-created">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Last login</th><td id="oc-lastlogin">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Email confirmed</th><td id="oc-emailconf">—</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
<hr class="my-0" />
|
||||
<div class="px-3 pt-3">
|
||||
<h6 class="fw-semibold mb-2">
|
||||
<i class="bi bi-clock-history me-1"></i>Login History
|
||||
<span class="text-muted fw-normal small" id="oc-log-count"></span>
|
||||
</h6>
|
||||
</div>
|
||||
<div id="oc-no-logs" class="px-3 pb-3 text-muted small" style="display:none;">
|
||||
No login records found.
|
||||
</div>
|
||||
<div class="table-responsive" id="oc-log-table-wrap">
|
||||
<table class="table table-sm table-hover mb-0 small">
|
||||
<thead class="table-light sticky-top">
|
||||
<tr><th>Time</th><th>Event</th><th>IP Address</th></tr>
|
||||
</thead>
|
||||
<tbody id="oc-log-body"></tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<div id="oc-error" class="px-3 py-4 text-danger small" style="display:none;">
|
||||
<i class="bi bi-exclamation-triangle me-1"></i><span id="oc-error-msg">Failed to load user data.</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Reset Data Modal -->
|
||||
<div class="modal fade" id="resetDataModal" tabindex="-1" aria-labelledby="resetDataModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content border-warning">
|
||||
<div class="modal-header bg-warning bg-opacity-10">
|
||||
<h5 class="modal-title text-warning-emphasis" id="resetDataModalLabel">
|
||||
<i class="bi bi-fire me-2"></i>Reset All Company Data
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="alert alert-warning alert-permanent">
|
||||
<strong>This will permanently delete:</strong>
|
||||
<ul class="mb-0 mt-1">
|
||||
<li>All customers, vendors, catalog items, and inventory</li>
|
||||
<li>All chart of accounts entries</li>
|
||||
<li>All invoices, bills, payments, and deposits</li>
|
||||
<li>All jobs, quotes, and purchase orders</li>
|
||||
<li>All equipment, shop workers, and maintenance records</li>
|
||||
</ul>
|
||||
</div>
|
||||
<p><strong>Preserved:</strong> Company record, users, operating costs, preferences, and lookup tables.</p>
|
||||
<p class="mb-1">Type <strong>DELETE</strong> to confirm:</p>
|
||||
<input type="text" id="resetDataConfirmInput" class="form-control" placeholder="Type DELETE here" autocomplete="off" />
|
||||
</div>
|
||||
<form asp-action="ResetData" asp-route-id="@Model.Id" method="post" id="resetDataForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="confirmation" id="resetDataConfirmHidden" />
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" id="btnResetDataConfirm" class="btn btn-warning" disabled>
|
||||
<i class="bi bi-fire me-1"></i>Reset All Data
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Hard Delete Modal -->
|
||||
<div class="modal fade" id="hardDeleteModal" tabindex="-1" aria-labelledby="hardDeleteModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content border-danger">
|
||||
<div class="modal-header bg-danger bg-opacity-10">
|
||||
<h5 class="modal-title text-danger" id="hardDeleteModalLabel">
|
||||
<i class="bi bi-trash me-2"></i>Permanently Delete Company
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="alert alert-danger alert-permanent">
|
||||
<strong>This will permanently delete the company and everything in it.</strong> This cannot be undone.
|
||||
</div>
|
||||
<p class="mb-1">Type <strong>DELETE</strong> to confirm:</p>
|
||||
<input type="text" id="hardDeleteConfirmInput" class="form-control" placeholder="Type DELETE here" autocomplete="off" />
|
||||
</div>
|
||||
<form asp-action="HardDelete" asp-route-id="@Model.Id" method="post" id="hardDeleteForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="confirmation" id="hardDeleteConfirmHidden" />
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" id="btnHardDeleteConfirm" class="btn btn-danger" disabled>
|
||||
<i class="bi bi-trash me-1"></i>Permanently Delete
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Reset Password Modal -->
|
||||
<div class="modal fade" id="resetPasswordModal" tabindex="-1" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title"><i class="bi bi-key me-2"></i>Reset Password</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<form id="resetPasswordForm" asp-controller="CompanyUsers" asp-action="ResetPassword" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" id="resetUserId" name="id" />
|
||||
<div class="modal-body">
|
||||
<div class="alert alert-warning alert-permanent">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>
|
||||
Resetting password for <strong id="resetUserName"></strong>.
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="newPassword" class="form-label">New Password</label>
|
||||
<input type="password" class="form-control" id="newPassword" name="newPassword" required minlength="8">
|
||||
<small class="text-muted">Min 8 characters with uppercase, lowercase, digit, and special character.</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-primary"><i class="bi bi-key me-2"></i>Reset Password</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/companies-details.js" asp-append-version="true"></script>
|
||||
}
|
||||
|
||||
@@ -1,179 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Company.UpdateCompanyDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Company";
|
||||
ViewData["PageIcon"] = "bi-building-gear";
|
||||
var planConfigs = ((IEnumerable<PowderCoating.Core.Entities.SubscriptionPlanConfig>)ViewBag.PlanConfigs)
|
||||
.OrderBy(c => c.SortOrder).ToList();
|
||||
}
|
||||
|
||||
<div class="container">
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-10">
|
||||
<div class="d-flex justify-content-between mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to List
|
||||
</a>
|
||||
<a asp-controller="SubscriptionManagement" asp-action="Manage" asp-route-id="@Model.Id"
|
||||
class="btn btn-outline-info">
|
||||
<i class="bi bi-credit-card me-1"></i>Subscription & Features
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-body">
|
||||
<form asp-action="Edit" method="post">
|
||||
<input type="hidden" asp-for="Id" />
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">Company Information</h5>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="CompanyName" class="form-label">Company Name *</label>
|
||||
<input asp-for="CompanyName" class="form-control" />
|
||||
<span asp-validation-for="CompanyName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="CompanyCode" class="form-label">Company Code</label>
|
||||
<input asp-for="CompanyCode" class="form-control" maxlength="10" />
|
||||
<span asp-validation-for="CompanyCode" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">Primary Contact</h5>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="PrimaryContactName" class="form-label">Contact Name *</label>
|
||||
<input asp-for="PrimaryContactName" class="form-control" />
|
||||
<span asp-validation-for="PrimaryContactName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="PrimaryContactEmail" class="form-label">Contact Email *</label>
|
||||
<input asp-for="PrimaryContactEmail" class="form-control" type="email" />
|
||||
<span asp-validation-for="PrimaryContactEmail" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Phone" class="form-label">Phone</label>
|
||||
<input asp-for="Phone" class="form-control" />
|
||||
<span asp-validation-for="Phone" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">Address</h5>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-12">
|
||||
<label asp-for="Address" class="form-label">Street Address</label>
|
||||
<input asp-for="Address" class="form-control" />
|
||||
<span asp-validation-for="Address" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="City" class="form-label">City</label>
|
||||
<input asp-for="City" class="form-control" />
|
||||
<span asp-validation-for="City" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="State" class="form-label">State</label>
|
||||
<input asp-for="State" class="form-control" maxlength="2" />
|
||||
<span asp-validation-for="State" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="ZipCode" class="form-label">Zip Code</label>
|
||||
<input asp-for="ZipCode" class="form-control" />
|
||||
<span asp-validation-for="ZipCode" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">Subscription Details</h5>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="SubscriptionPlan" class="form-label">Plan</label>
|
||||
<select asp-for="SubscriptionPlan" class="form-select">
|
||||
@foreach (var plan in planConfigs)
|
||||
{
|
||||
<option value="@plan.Plan">@plan.DisplayName</option>
|
||||
}
|
||||
</select>
|
||||
<span asp-validation-for="SubscriptionPlan" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="SubscriptionStartDate" class="form-label">Start Date</label>
|
||||
<input asp-for="SubscriptionStartDate" class="form-control" type="date" />
|
||||
<span asp-validation-for="SubscriptionStartDate" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="SubscriptionEndDate" class="form-label">End Date</label>
|
||||
<input asp-for="SubscriptionEndDate" class="form-control" type="date" />
|
||||
<span asp-validation-for="SubscriptionEndDate" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="TimeZone" class="form-label">Time Zone</label>
|
||||
<select asp-for="TimeZone" class="form-select">
|
||||
<option value="America/New_York">Eastern Time (ET)</option>
|
||||
<option value="America/Chicago">Central Time (CT)</option>
|
||||
<option value="America/Denver">Mountain Time (MT)</option>
|
||||
<option value="America/Phoenix">Arizona Time (MT - No DST)</option>
|
||||
<option value="America/Los_Angeles">Pacific Time (PT)</option>
|
||||
<option value="America/Anchorage">Alaska Time (AKT)</option>
|
||||
<option value="Pacific/Honolulu">Hawaii Time (HT)</option>
|
||||
</select>
|
||||
<span asp-validation-for="TimeZone" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="form-check form-switch mt-4">
|
||||
<input asp-for="IsActive" class="form-check-input" type="checkbox" />
|
||||
<label asp-for="IsActive" class="form-check-label">Company Active</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">Feature Overrides</h5>
|
||||
<p class="text-muted small mb-3">Override plan-level feature access for this company. Leave blank (—) to inherit from the subscription plan.</p>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<label class="form-label fw-medium">Online Payments</label>
|
||||
<select asp-for="OnlinePaymentsOverride" class="form-select">
|
||||
<option value="">— Use plan default —</option>
|
||||
<option value="true">Force Enable</option>
|
||||
<option value="false">Force Disable</option>
|
||||
</select>
|
||||
<div class="form-text">Stripe Connect invoice payments. Still requires the company to connect their Stripe account.</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="form-label fw-medium">Accounting Module</label>
|
||||
<select asp-for="AccountingOverride" class="form-select">
|
||||
<option value="">— Use plan default —</option>
|
||||
<option value="true">Force Enable</option>
|
||||
<option value="false">Force Disable</option>
|
||||
</select>
|
||||
<div class="form-text">Chart of Accounts, Bills, Expenses, and Accounting Export.</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">SMS Override</h5>
|
||||
<p class="text-muted small mb-3">Use this to immediately cut off SMS for a company — for example if they are sending abusive messages or have a billing dispute. This overrides the plan entitlement and the company's own opt-in setting.</p>
|
||||
<div class="mb-4">
|
||||
<div class="form-check form-switch">
|
||||
<input asp-for="SmsDisabledByAdmin" class="form-check-input" type="checkbox" role="switch" id="SmsDisabledByAdmin" />
|
||||
<label asp-for="SmsDisabledByAdmin" class="form-check-label fw-medium text-danger">Force-disable SMS for this company</label>
|
||||
</div>
|
||||
<div class="form-text">When checked, no outbound SMS will be sent for this company regardless of their plan or own settings.</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2 justify-content-end">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-save me-1"></i>Save Changes
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
@{
|
||||
await Html.RenderPartialAsync("_ValidationScriptsPartial");
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,517 +0,0 @@
|
||||
@model List<PowderCoating.Application.DTOs.Company.CompanyListDto>
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] a.text-dark { color: var(--bs-body-color) !important; }
|
||||
[data-bs-theme="dark"] .bi-building[style*="color:#ccc"] { color: var(--bs-secondary-color) !important; }
|
||||
</style>
|
||||
}
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Companies";
|
||||
ViewData["PageIcon"] = "bi-building";
|
||||
var planConfigs = ((IEnumerable<PowderCoating.Core.Entities.SubscriptionPlanConfig>)ViewBag.PlanConfigs)
|
||||
.OrderBy(c => c.SortOrder).ToList();
|
||||
var planBadgeColors = planConfigs.Select((c, i) => (c.Plan, i))
|
||||
.ToDictionary(x => x.Plan, x => x.i switch { 0 => "bg-secondary", 1 => "bg-primary", 2 => "bg-info", _ => "bg-success" });
|
||||
var planNames = planConfigs.ToDictionary(c => c.Plan, c => c.DisplayName);
|
||||
string PlanBadge(int plan) => planBadgeColors.TryGetValue(plan, out var c) ? c : "bg-secondary";
|
||||
string PlanName(int plan) => planNames.TryGetValue(plan, out var n) ? n : plan.ToString();
|
||||
|
||||
var searchTerm = (string?)ViewBag.SearchTerm;
|
||||
var sortColumn = (string)(ViewBag.SortColumn ?? "CompanyName");
|
||||
var sortDirection = (string)(ViewBag.SortDirection ?? "asc");
|
||||
var pageNumber = (int)(ViewBag.PageNumber ?? 1);
|
||||
var pageSize = (int)(ViewBag.PageSize ?? 25);
|
||||
var totalPages = (int)(ViewBag.TotalPages ?? 1);
|
||||
var totalCount = (int)(ViewBag.TotalCount ?? 0);
|
||||
var impersonatingId = (int?)(ViewBag.ImpersonatingCompanyId);
|
||||
var showChurned = (bool)(ViewBag.ShowChurned ?? false);
|
||||
var churnedCount = (int)(ViewBag.ChurnedCount ?? 0);
|
||||
|
||||
string SortLink(string col)
|
||||
{
|
||||
var dir = (sortColumn == col && sortDirection == "asc") ? "desc" : "asc";
|
||||
return Url.Action("Index", new { searchTerm, sortColumn = col, sortDirection = dir, pageNumber = 1, pageSize, showChurned })!;
|
||||
}
|
||||
|
||||
string SortIcon(string col)
|
||||
{
|
||||
if (sortColumn != col) return "bi-chevron-expand text-muted";
|
||||
return sortDirection == "asc" ? "bi-chevron-up" : "bi-chevron-down";
|
||||
}
|
||||
}
|
||||
|
||||
<div class="container-fluid">
|
||||
<div class="d-flex justify-content-end mb-4">
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-1"></i>Create New Company
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Search -->
|
||||
<div class="card shadow-sm mb-3">
|
||||
<div class="card-body py-2">
|
||||
<form asp-action="Index" method="get" class="row g-2 align-items-end">
|
||||
<input type="hidden" name="sortColumn" value="@sortColumn" />
|
||||
<input type="hidden" name="sortDirection" value="@sortDirection" />
|
||||
<input type="hidden" name="pageSize" value="@pageSize" />
|
||||
<input type="hidden" name="showChurned" value="@showChurned.ToString().ToLower()" />
|
||||
<div class="col-md-6">
|
||||
<div class="input-group">
|
||||
<span class="input-group-text"><i class="bi bi-search"></i></span>
|
||||
<input type="text" name="searchTerm" class="form-control"
|
||||
placeholder="Search by name, code, email, phone…"
|
||||
value="@searchTerm" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-auto">
|
||||
<button type="submit" class="btn btn-primary"><i class="bi bi-search"></i></button>
|
||||
@if (!string.IsNullOrWhiteSpace(searchTerm))
|
||||
{
|
||||
<a asp-action="Index" asp-route-sortColumn="@sortColumn"
|
||||
asp-route-sortDirection="@sortDirection" asp-route-pageSize="@pageSize"
|
||||
class="btn btn-outline-secondary ms-1">Clear</a>
|
||||
}
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (churnedCount > 0 && !showChurned)
|
||||
{
|
||||
<div class="alert alert-secondary alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
|
||||
<i class="bi bi-eye-slash text-muted"></i>
|
||||
<span class="small"><strong>@churnedCount</strong> churned @(churnedCount == 1 ? "account" : "accounts") (expired or canceled 14+ days ago) hidden.</span>
|
||||
<a href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = 1, pageSize, showChurned = true })"
|
||||
class="btn btn-sm btn-outline-secondary ms-auto py-0">Show churned</a>
|
||||
</div>
|
||||
}
|
||||
else if (showChurned && churnedCount > 0)
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
|
||||
<i class="bi bi-eye text-warning"></i>
|
||||
<span class="small">Showing all accounts including <strong>@churnedCount</strong> churned.</span>
|
||||
<a href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = 1, pageSize, showChurned = false })"
|
||||
class="btn btn-sm btn-outline-secondary ms-auto py-0">Hide churned</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-body p-0">
|
||||
@if (Model != null && Model.Any())
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>
|
||||
<a href="@SortLink("CompanyName")" class="text-decoration-none text-dark d-flex align-items-center gap-1">
|
||||
Company Name <i class="bi @SortIcon("CompanyName")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>Code</th>
|
||||
<th>Contact Email</th>
|
||||
<th>Phone</th>
|
||||
<th>
|
||||
<a href="@SortLink("Plan")" class="text-decoration-none text-dark d-flex align-items-center gap-1">
|
||||
Plan <i class="bi @SortIcon("Plan")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>Health</th>
|
||||
<th>Users</th>
|
||||
<th>Setup Wizard</th>
|
||||
<th>
|
||||
<a href="@SortLink("Status")" class="text-decoration-none text-dark d-flex align-items-center gap-1">
|
||||
Status <i class="bi @SortIcon("Status")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@SortLink("Created")" class="text-decoration-none text-dark d-flex align-items-center gap-1">
|
||||
Created <i class="bi @SortIcon("Created")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th class="text-end">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var company in Model)
|
||||
{
|
||||
var isImpersonating = impersonatingId.HasValue && impersonatingId.Value == company.Id;
|
||||
var detailsUrl = Url.Action("Details", new { id = company.Id });
|
||||
<tr class="@(isImpersonating ? "table-warning" : "")" style="cursor:pointer"
|
||||
onclick="window.location='@detailsUrl'">
|
||||
<td>
|
||||
<strong>@company.CompanyName</strong>
|
||||
@if (isImpersonating)
|
||||
{
|
||||
<span class="badge bg-warning text-dark ms-1">
|
||||
<i class="bi bi-eye-fill me-1"></i>Active
|
||||
</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(company.CompanyCode))
|
||||
{
|
||||
<span class="badge bg-secondary">@company.CompanyCode</span>
|
||||
}
|
||||
</td>
|
||||
<td>@company.PrimaryContactEmail</td>
|
||||
<td>@company.Phone</td>
|
||||
<td>
|
||||
<span class="badge @PlanBadge(company.SubscriptionPlan)">@PlanName(company.SubscriptionPlan)</span>
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
var (hBadge, hLabel) = company.HealthRisk switch {
|
||||
"Healthy" => ("bg-success-subtle text-success-emphasis border border-success-subtle", "Healthy"),
|
||||
"AtRisk" => ("bg-warning-subtle text-warning-emphasis border border-warning-subtle", "At Risk"),
|
||||
"Critical" => ("bg-danger-subtle text-danger-emphasis border border-danger-subtle", "Critical"),
|
||||
"NeverActivated" => ("bg-secondary-subtle text-secondary-emphasis border border-secondary-subtle", "Never Active"),
|
||||
_ => ("bg-secondary-subtle text-secondary-emphasis border border-secondary-subtle", company.HealthRisk)
|
||||
};
|
||||
}
|
||||
<span class="badge @hBadge" title="Score: @company.HealthScore">@hLabel</span>
|
||||
</td>
|
||||
<td>
|
||||
<span class="badge bg-primary rounded-pill">@company.UserCount</span>
|
||||
</td>
|
||||
<td>
|
||||
@if (company.WizardCompleted)
|
||||
{
|
||||
var tooltip = company.WizardCompletedByName != null
|
||||
? $"Completed by {company.WizardCompletedByName}"
|
||||
+ (company.WizardCompletedAt.HasValue
|
||||
? $" on {company.WizardCompletedAt.Value.Tz(ViewBag.CompanyTimeZone as string):MMM d, yyyy}"
|
||||
: "")
|
||||
: "Completed";
|
||||
<span class="badge bg-success" title="@tooltip" data-bs-toggle="tooltip">
|
||||
<i class="bi bi-check-circle-fill me-1"></i>Done
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-light text-muted border">
|
||||
<i class="bi bi-hourglass me-1"></i>Pending
|
||||
</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (company.IsActive)
|
||||
{
|
||||
<span class="badge bg-success">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger">Inactive</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<small class="text-muted">@company.CreatedAt.ToString("MMM d, yyyy")</small>
|
||||
</td>
|
||||
<td class="text-end" onclick="event.stopPropagation()">
|
||||
<div class="btn-group btn-group-sm" role="group">
|
||||
<a asp-action="Details" asp-route-id="@company.Id"
|
||||
class="btn btn-outline-primary" title="View Details">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-action="Edit" asp-route-id="@company.Id"
|
||||
class="btn btn-outline-secondary" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<a asp-controller="SubscriptionManagement" asp-action="Manage" asp-route-id="@company.Id"
|
||||
class="btn btn-outline-info" title="Manage Subscription & Features">
|
||||
<i class="bi bi-credit-card"></i>
|
||||
</a>
|
||||
<form asp-action="ToggleActive" asp-route-id="@company.Id"
|
||||
method="post" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit"
|
||||
class="btn @(company.IsActive ? "btn-outline-warning" : "btn-outline-success")"
|
||||
title="@(company.IsActive ? "Deactivate" : "Activate")">
|
||||
<i class="bi bi-@(company.IsActive ? "pause" : "play")"></i>
|
||||
</button>
|
||||
</form>
|
||||
@if (isImpersonating)
|
||||
{
|
||||
<form asp-action="StopImpersonating" method="post" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-warning" title="Stop Impersonating">
|
||||
<i class="bi bi-x-circle"></i>
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
else
|
||||
{
|
||||
<form asp-action="StartImpersonating" method="post" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="companyId" value="@company.Id" />
|
||||
<button type="submit" class="btn btn-outline-dark" title="Impersonate this company">
|
||||
<i class="bi bi-person-fill-gear"></i>
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
<button type="button"
|
||||
class="btn btn-outline-danger"
|
||||
title="Delete Company"
|
||||
onclick="event.stopPropagation(); openDeleteModal(@company.Id, '@Html.Raw(company.CompanyName.Replace("'", "\\'"))', @company.UserCount, @company.JobCount, @company.QuoteCount, @company.CustomerCount)">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var company in Model)
|
||||
{
|
||||
var isImpersonating = impersonatingId.HasValue && impersonatingId.Value == company.Id;
|
||||
<a href="@Url.Action("Details", new { id = company.Id })" class="mobile-data-card text-decoration-none">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon bg-primary"><i class="bi bi-building"></i></div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@company.CompanyName</h6>
|
||||
<small class="text-muted">@company.PrimaryContactEmail</small>
|
||||
</div>
|
||||
@if (company.IsActive)
|
||||
{
|
||||
<span class="badge bg-success">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger">Inactive</span>
|
||||
}
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Plan</span>
|
||||
<span class="mobile-card-value"><span class="badge @PlanBadge(company.SubscriptionPlan)">@PlanName(company.SubscriptionPlan)</span></span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Users</span>
|
||||
<span class="mobile-card-value"><span class="badge bg-primary rounded-pill">@company.UserCount</span></span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Created</span>
|
||||
<span class="mobile-card-value">@company.CreatedAt.ToString("MMM d, yyyy")</span>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(company.CompanyCode))
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Code</span>
|
||||
<span class="mobile-card-value"><span class="badge bg-secondary">@company.CompanyCode</span></span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<span class="btn btn-sm btn-outline-primary">View →</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Pagination -->
|
||||
@if (totalPages > 1)
|
||||
{
|
||||
<div class="card-footer d-flex justify-content-between align-items-center">
|
||||
<div class="text-muted small">
|
||||
Showing @((pageNumber - 1) * pageSize + 1)–@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount companies
|
||||
</div>
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div>
|
||||
<select class="form-select form-select-sm" onchange="changePageSize(this.value)">
|
||||
@foreach (var size in new[] { 10, 25, 50, 100 })
|
||||
{
|
||||
<option value="@size" selected="@(pageSize == size)">@size per page</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
<li class="page-item @(pageNumber == 1 ? "disabled" : "")">
|
||||
<a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = pageNumber - 1, pageSize, showChurned })">
|
||||
<i class="bi bi-chevron-left"></i>
|
||||
</a>
|
||||
</li>
|
||||
@for (int p = Math.Max(1, pageNumber - 2); p <= Math.Min(totalPages, pageNumber + 2); p++)
|
||||
{
|
||||
<li class="page-item @(p == pageNumber ? "active" : "")">
|
||||
<a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = p, pageSize, showChurned })">@p</a>
|
||||
</li>
|
||||
}
|
||||
<li class="page-item @(pageNumber == totalPages ? "disabled" : "")">
|
||||
<a class="page-link" href="@Url.Action("Index", new { searchTerm, sortColumn, sortDirection, pageNumber = pageNumber + 1, pageSize, showChurned })">
|
||||
<i class="bi bi-chevron-right"></i>
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-building text-secondary" style="font-size: 3rem;"></i>
|
||||
<p class="text-muted mt-3">
|
||||
@if (!string.IsNullOrWhiteSpace(searchTerm))
|
||||
{
|
||||
<text>No companies match "<strong>@searchTerm</strong>".</text>
|
||||
}
|
||||
else
|
||||
{
|
||||
<text>No companies found.</text>
|
||||
}
|
||||
</p>
|
||||
@if (string.IsNullOrWhiteSpace(searchTerm))
|
||||
{
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-1"></i>Create Your First Company
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Delete Company Modal -->
|
||||
<div class="modal fade" id="deleteCompanyModal" tabindex="-1" aria-labelledby="deleteCompanyModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-dialog-centered modal-lg">
|
||||
<div class="modal-content border-0 shadow-lg">
|
||||
<div class="modal-header bg-danger text-white">
|
||||
<h5 class="modal-title" id="deleteCompanyModalLabel">
|
||||
<i class="bi bi-exclamation-triangle-fill me-2"></i>Delete Company
|
||||
</h5>
|
||||
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body p-4">
|
||||
<p class="mb-3">
|
||||
You are about to delete <strong id="modal-company-name"></strong>. This company has the following data:
|
||||
</p>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-3">
|
||||
<div class="card border text-center p-2">
|
||||
<div class="fs-4 fw-bold text-primary" id="modal-user-count">0</div>
|
||||
<small class="text-muted">Users</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-3">
|
||||
<div class="card border text-center p-2">
|
||||
<div class="fs-4 fw-bold text-success" id="modal-job-count">0</div>
|
||||
<small class="text-muted">Jobs</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-3">
|
||||
<div class="card border text-center p-2">
|
||||
<div class="fs-4 fw-bold text-info" id="modal-quote-count">0</div>
|
||||
<small class="text-muted">Quotes</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-3">
|
||||
<div class="card border text-center p-2">
|
||||
<div class="fs-4 fw-bold text-warning" id="modal-customer-count">0</div>
|
||||
<small class="text-muted">Customers</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<hr />
|
||||
|
||||
<!-- Soft Delete Section -->
|
||||
<div class="mb-4">
|
||||
<h6 class="fw-bold text-warning"><i class="bi bi-pause-circle me-2"></i>Soft Delete (Deactivate)</h6>
|
||||
<p class="text-muted small mb-2">
|
||||
The company and all users will be <strong>deactivated</strong> but data is preserved.
|
||||
This is reversible and can be undone by an administrator.
|
||||
</p>
|
||||
<form id="softDeleteForm" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="id" id="soft-delete-id" />
|
||||
<button type="submit" class="btn btn-warning">
|
||||
<i class="bi bi-pause-circle me-1"></i>Deactivate Company
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
<hr />
|
||||
|
||||
<!-- Hard Delete Section -->
|
||||
<div>
|
||||
<h6 class="fw-bold text-danger"><i class="bi bi-fire me-2"></i>Hard Delete (Permanent)</h6>
|
||||
<p class="text-muted small mb-2">
|
||||
<strong class="text-danger">This cannot be undone.</strong>
|
||||
All company data — users, jobs, quotes, customers, invoices, and everything else — will be
|
||||
<strong>permanently and irreversibly deleted</strong> from the database.
|
||||
</p>
|
||||
<div class="alert alert-danger alert-permanent py-2 mb-3">
|
||||
<i class="bi bi-exclamation-octagon-fill me-2"></i>
|
||||
Type <strong>DELETE</strong> below to enable permanent deletion.
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<input type="text"
|
||||
id="hard-delete-confirmation"
|
||||
class="form-control"
|
||||
placeholder="Type DELETE to confirm"
|
||||
autocomplete="off"
|
||||
oninput="validateHardDelete(this.value)" />
|
||||
</div>
|
||||
<form id="hardDeleteForm" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="id" id="hard-delete-id" />
|
||||
<input type="hidden" name="confirmation" value="DELETE" />
|
||||
<button type="submit" id="hard-delete-btn" class="btn btn-danger" disabled>
|
||||
<i class="bi bi-trash-fill me-1"></i>Permanently Delete Everything
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
function changePageSize(size) {
|
||||
const url = new URL(window.location.href);
|
||||
url.searchParams.set('pageSize', size);
|
||||
url.searchParams.set('pageNumber', '1');
|
||||
url.searchParams.set('showChurned', '@showChurned.ToString().ToLower()');
|
||||
window.location.href = url.toString();
|
||||
}
|
||||
|
||||
function openDeleteModal(id, name, users, jobs, quotes, customers) {
|
||||
document.getElementById('modal-company-name').textContent = name;
|
||||
document.getElementById('modal-user-count').textContent = users;
|
||||
document.getElementById('modal-job-count').textContent = jobs;
|
||||
document.getElementById('modal-quote-count').textContent = quotes;
|
||||
document.getElementById('modal-customer-count').textContent = customers;
|
||||
|
||||
document.getElementById('soft-delete-id').value = id;
|
||||
document.getElementById('hard-delete-id').value = id;
|
||||
|
||||
document.getElementById('softDeleteForm').action = '/Companies/SoftDelete/' + id;
|
||||
document.getElementById('hardDeleteForm').action = '/Companies/HardDelete/' + id;
|
||||
|
||||
// Reset hard delete input
|
||||
document.getElementById('hard-delete-confirmation').value = '';
|
||||
document.getElementById('hard-delete-btn').disabled = true;
|
||||
|
||||
new bootstrap.Modal(document.getElementById('deleteCompanyModal')).show();
|
||||
}
|
||||
|
||||
function validateHardDelete(value) {
|
||||
document.getElementById('hard-delete-btn').disabled = (value !== 'DELETE');
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,401 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@using PowderCoating.Application.DTOs.Health
|
||||
@model List<CompanyHealthDto>
|
||||
@{
|
||||
ViewData["Title"] = "Company Health";
|
||||
|
||||
var showChurned = (bool)(ViewBag.ShowChurned ?? false);
|
||||
var churnedCount = (int)(ViewBag.ChurnedCount ?? 0);
|
||||
|
||||
string RiskBadge(ChurnRisk r) => r switch {
|
||||
ChurnRisk.Healthy => "bg-success",
|
||||
ChurnRisk.AtRisk => "bg-warning text-dark",
|
||||
ChurnRisk.Critical => "bg-danger",
|
||||
ChurnRisk.NeverActivated => "bg-secondary",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
|
||||
string RiskLabel(ChurnRisk r) => r switch {
|
||||
ChurnRisk.Healthy => "Healthy",
|
||||
ChurnRisk.AtRisk => "At Risk",
|
||||
ChurnRisk.Critical => "Critical",
|
||||
ChurnRisk.NeverActivated => "Never Activated",
|
||||
_ => r.ToString()
|
||||
};
|
||||
|
||||
string RowClass(ChurnRisk r) => r switch {
|
||||
ChurnRisk.Critical => "table-danger",
|
||||
ChurnRisk.AtRisk => "table-warning",
|
||||
ChurnRisk.NeverActivated => "opacity-75",
|
||||
_ => ""
|
||||
};
|
||||
|
||||
string ScoreColor(int s) => s >= 75 ? "text-success" : s >= 45 ? "text-warning" : "text-danger";
|
||||
|
||||
string ConfigBadgeClass(CompanyConfigHealth ch) => ch.IsHealthy ? "bg-success" :
|
||||
ch.OverallSeverity == ConfigIssueSeverity.Critical ? "bg-danger" : "bg-warning text-dark";
|
||||
|
||||
string LoginLabel(int days) => days switch {
|
||||
-1 => "Never",
|
||||
0 => "Today",
|
||||
1 => "Yesterday",
|
||||
_ => $"{days}d ago"
|
||||
};
|
||||
|
||||
string LoginClass(int days) => days is -1 or >= 90 ? "text-danger" : days >= 30 ? "text-warning" : "text-success";
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] .table-light th,
|
||||
[data-bs-theme="dark"] .table-light td {
|
||||
background-color: var(--bs-secondary-bg);
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] .table-danger td {
|
||||
background-color: rgba(220,53,69,.15) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .table-warning td {
|
||||
background-color: rgba(255,193,7,.1) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .card {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .card-footer {
|
||||
background-color: var(--bs-secondary-bg);
|
||||
border-color: var(--bs-border-color);
|
||||
}
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="container-fluid py-3">
|
||||
<div class="d-flex align-items-center justify-content-between mb-3">
|
||||
<div>
|
||||
<h4 class="mb-0"><i class="bi bi-heart-pulse me-2 text-primary"></i>Company Health</h4>
|
||||
<small class="text-muted">Churn risk signals across all tenants</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Churned account visibility banner *@
|
||||
@if (churnedCount > 0 && !showChurned)
|
||||
{
|
||||
<div class="alert alert-secondary alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
|
||||
<i class="bi bi-eye-slash text-muted"></i>
|
||||
<span class="small"><strong>@churnedCount</strong> churned @(churnedCount == 1 ? "account" : "accounts") (expired or canceled 14+ days ago) hidden from scores and totals.</span>
|
||||
<a href="@Url.Action("Index", new { risk = ViewBag.Risk, search = ViewBag.Search, configIssuesOnly = ViewBag.ConfigIssuesOnly, showChurned = true })"
|
||||
class="btn btn-sm btn-outline-secondary ms-auto py-0">Show churned</a>
|
||||
</div>
|
||||
}
|
||||
else if (showChurned && churnedCount > 0)
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent d-flex align-items-center gap-2 mb-3 py-2">
|
||||
<i class="bi bi-eye text-warning"></i>
|
||||
<span class="small">Showing all accounts including <strong>@churnedCount</strong> churned.</span>
|
||||
<a href="@Url.Action("Index", new { risk = ViewBag.Risk, search = ViewBag.Search, configIssuesOnly = ViewBag.ConfigIssuesOnly, showChurned = false })"
|
||||
class="btn btn-sm btn-outline-secondary ms-auto py-0">Hide churned</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
@* Summary stat cards *@
|
||||
<div class="row g-3 mb-3">
|
||||
<div class="col-6 col-lg-3">
|
||||
<a href="@Url.Action("Index", new { risk = "", search = ViewBag.Search })"
|
||||
class="card border-0 shadow-sm text-decoration-none @(string.IsNullOrEmpty(ViewBag.Risk as string) ? "border-bottom border-3 border-secondary" : "")">
|
||||
<div class="card-body py-3">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-secondary bg-opacity-10 p-2">
|
||||
<i class="bi bi-building text-secondary fs-5"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-4 fw-bold">@Model.Count</div>
|
||||
<div class="small text-muted">All Companies</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</a>
|
||||
</div>
|
||||
<div class="col-6 col-lg-3">
|
||||
<a href="@Url.Action("Index", new { risk = "Healthy", search = ViewBag.Search })"
|
||||
class="card border-0 shadow-sm text-decoration-none @(ViewBag.Risk == "Healthy" ? "border-bottom border-3 border-success" : "")">
|
||||
<div class="card-body py-3">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-success bg-opacity-10 p-2">
|
||||
<i class="bi bi-check-circle text-success fs-5"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-4 fw-bold text-success">@ViewBag.HealthyCount</div>
|
||||
<div class="small text-muted">Healthy</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</a>
|
||||
</div>
|
||||
<div class="col-6 col-lg-3">
|
||||
<a href="@Url.Action("Index", new { risk = "AtRisk", search = ViewBag.Search })"
|
||||
class="card border-0 shadow-sm text-decoration-none @(ViewBag.Risk == "AtRisk" ? "border-bottom border-3 border-warning" : "")">
|
||||
<div class="card-body py-3">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-warning bg-opacity-10 p-2">
|
||||
<i class="bi bi-exclamation-triangle text-warning fs-5"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-4 fw-bold text-warning">@ViewBag.AtRiskCount</div>
|
||||
<div class="small text-muted">At Risk</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</a>
|
||||
</div>
|
||||
<div class="col-6 col-lg-3">
|
||||
<a href="@Url.Action("Index", new { risk = "Critical", search = ViewBag.Search })"
|
||||
class="card border-0 shadow-sm text-decoration-none @(ViewBag.Risk == "Critical" ? "border-bottom border-3 border-danger" : "")">
|
||||
<div class="card-body py-3">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-danger bg-opacity-10 p-2">
|
||||
<i class="bi bi-x-circle text-danger fs-5"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-4 fw-bold text-danger">@(ViewBag.CriticalCount + ViewBag.NeverActivatedCount)</div>
|
||||
<div class="small text-muted">Critical / Dormant</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Config issues summary card *@
|
||||
<div class="row g-3 mb-3">
|
||||
<div class="col-12 col-lg-4">
|
||||
<a href="@Url.Action("Index", new { configIssuesOnly = true, search = ViewBag.Search })"
|
||||
class="card border-0 shadow-sm text-decoration-none @((bool)(ViewBag.ConfigIssuesOnly ?? false) ? "border-bottom border-3 border-danger" : "")">
|
||||
<div class="card-body py-3">
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="rounded-circle bg-danger bg-opacity-10 p-2">
|
||||
<i class="bi bi-tools text-danger fs-5"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-4 fw-bold @((int)(ViewBag.ConfigIssuesCount ?? 0) > 0 ? "text-danger" : "text-success")">
|
||||
@ViewBag.ConfigIssuesCount
|
||||
</div>
|
||||
<div class="small text-muted">Config Issues</div>
|
||||
</div>
|
||||
@if ((int)(ViewBag.ConfigIssuesCount ?? 0) > 0)
|
||||
{
|
||||
<div class="ms-auto">
|
||||
<span class="badge bg-danger rounded-pill">Action needed</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Search + filter bar *@
|
||||
<div class="card border-0 shadow-sm mb-3">
|
||||
<div class="card-body py-2">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-4">
|
||||
<input name="search" value="@ViewBag.Search" class="form-control form-control-sm"
|
||||
placeholder="Company name or email…" />
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<select name="risk" class="form-select form-select-sm">
|
||||
<option value="">All risk levels</option>
|
||||
<option value="Healthy" selected="@(ViewBag.Risk == "Healthy")">Healthy</option>
|
||||
<option value="AtRisk" selected="@(ViewBag.Risk == "AtRisk")">At Risk</option>
|
||||
<option value="Critical" selected="@(ViewBag.Risk == "Critical")">Critical</option>
|
||||
<option value="NeverActivated" selected="@(ViewBag.Risk == "NeverActivated")">Never Activated</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-3 d-flex align-items-center">
|
||||
<div class="form-check mb-0">
|
||||
<input class="form-check-input" type="checkbox" name="configIssuesOnly" value="true"
|
||||
id="configOnly" @((bool)(ViewBag.ConfigIssuesOnly ?? false) ? "checked" : "") />
|
||||
<label class="form-check-label small" for="configOnly">Config issues only</label>
|
||||
</div>
|
||||
</div>
|
||||
<input type="hidden" name="showChurned" value="@showChurned.ToString().ToLower()" />
|
||||
<div class="col-auto">
|
||||
<button class="btn btn-sm btn-primary">Filter</button>
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary ms-1">Clear</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Table *@
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover align-middle mb-0 small">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Company</th>
|
||||
<th>Plan</th>
|
||||
<th style="width:110px">Risk</th>
|
||||
<th style="width:70px">Score</th>
|
||||
<th>Last Login</th>
|
||||
<th>Jobs 30d</th>
|
||||
<th>Jobs 90d</th>
|
||||
<th>Total</th>
|
||||
<th>Engagement Signals</th>
|
||||
<th>Config</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<tr><td colspan="10" class="text-center text-muted py-5">No companies match the current filter.</td></tr>
|
||||
}
|
||||
@foreach (var h in Model)
|
||||
{
|
||||
var manageUrl = Url.Action("Manage", "SubscriptionManagement", new { id = h.Id });
|
||||
<tr class="@RowClass(h.RiskLevel)" style="cursor:pointer" onclick="window.location='@manageUrl'">
|
||||
<td>
|
||||
<div class="fw-medium">
|
||||
@h.CompanyName
|
||||
@if (h.IsComped)
|
||||
{
|
||||
<span class="badge bg-success-subtle text-success ms-1 small">Comped</span>
|
||||
}
|
||||
@if (!h.IsActive)
|
||||
{
|
||||
<span class="badge bg-danger ms-1 small">Inactive</span>
|
||||
}
|
||||
</div>
|
||||
<small class="text-muted">@h.PrimaryContactEmail</small>
|
||||
</td>
|
||||
<td class="text-muted">@h.PlanDisplayName</td>
|
||||
<td>
|
||||
<span class="badge @RiskBadge(h.RiskLevel)">@RiskLabel(h.RiskLevel)</span>
|
||||
</td>
|
||||
<td>
|
||||
@if (h.RiskLevel == ChurnRisk.NeverActivated)
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="fw-semibold @ScoreColor(h.HealthScore)">@h.HealthScore</span>
|
||||
}
|
||||
</td>
|
||||
<td class="@LoginClass(h.DaysSinceLastLogin)">
|
||||
@LoginLabel(h.DaysSinceLastLogin)
|
||||
</td>
|
||||
<td>
|
||||
@if (h.JobsLast30Days > 0)
|
||||
{ <span class="fw-medium text-success">@h.JobsLast30Days</span> }
|
||||
else
|
||||
{ <span class="text-muted">0</span> }
|
||||
</td>
|
||||
<td>
|
||||
@if (h.JobsLast90Days > 0)
|
||||
{ <span class="fw-medium">@h.JobsLast90Days</span> }
|
||||
else
|
||||
{ <span class="text-muted">0</span> }
|
||||
</td>
|
||||
<td class="text-muted">@h.TotalJobs</td>
|
||||
<td>
|
||||
@if (h.RiskSignals.Any())
|
||||
{
|
||||
<div class="d-flex flex-wrap gap-1">
|
||||
@foreach (var s in h.RiskSignals)
|
||||
{
|
||||
<span class="badge bg-secondary-subtle text-secondary fw-normal">@s</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-success small"><i class="bi bi-check-circle me-1"></i>All clear</span>
|
||||
}
|
||||
</td>
|
||||
<td onclick="event.stopPropagation()">
|
||||
@if (h.ConfigHealth.IsHealthy)
|
||||
{
|
||||
<span class="badge bg-success"><i class="bi bi-check-lg me-1"></i>OK</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
var configUrl = Url.Action("Details", "Companies", new { id = h.Id });
|
||||
<a href="@configUrl" class="badge @ConfigBadgeClass(h.ConfigHealth) text-decoration-none"
|
||||
title="@string.Join(" | ", h.ConfigHealth.Issues.Select(i => i.Title))">
|
||||
<i class="bi bi-exclamation-triangle me-1"></i>
|
||||
@h.ConfigHealth.Issues.Count issue@(h.ConfigHealth.Issues.Count == 1 ? "" : "s")
|
||||
</a>
|
||||
}
|
||||
</td>
|
||||
<td onclick="event.stopPropagation()">
|
||||
<a href="@manageUrl" class="btn btn-sm btn-outline-secondary py-0 px-2">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var h in Model)
|
||||
{
|
||||
var manageUrl = Url.Action("Manage", "SubscriptionManagement", new { id = h.Id });
|
||||
<a href="@manageUrl" class="mobile-data-card text-decoration-none">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon bg-primary"><i class="bi bi-building"></i></div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>
|
||||
@h.CompanyName
|
||||
@if (!h.IsActive) { <span class="badge bg-danger ms-1" style="font-size:0.6rem">Inactive</span> }
|
||||
</h6>
|
||||
<small>Last login: @LoginLabel(h.DaysSinceLastLogin)</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Risk</span>
|
||||
<span class="mobile-card-value"><span class="badge @RiskBadge(h.RiskLevel)">@RiskLabel(h.RiskLevel)</span></span>
|
||||
</div>
|
||||
@if (h.RiskLevel != ChurnRisk.NeverActivated)
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Score</span>
|
||||
<span class="mobile-card-value fw-semibold @ScoreColor(h.HealthScore)">@h.HealthScore</span>
|
||||
</div>
|
||||
}
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Plan</span>
|
||||
<span class="mobile-card-value">@h.PlanDisplayName</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Jobs (30d / 90d)</span>
|
||||
<span class="mobile-card-value">@h.JobsLast30Days / @h.JobsLast90Days</span>
|
||||
</div>
|
||||
@if (h.RiskSignals.Any())
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Signals</span>
|
||||
<span class="mobile-card-value">@string.Join(", ", h.RiskSignals)</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<span class="btn btn-sm btn-outline-secondary">Manage →</span>
|
||||
</div>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!Model.Any(h => h.RiskLevel != ChurnRisk.Healthy) && Model.Any())
|
||||
{
|
||||
<div class="card-footer text-center py-3 text-success">
|
||||
<i class="bi bi-check-circle-fill me-2"></i>All tenants are healthy — no churn signals detected.
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,183 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Delete Account";
|
||||
ViewData["PageIcon"] = "bi-trash3-fill";
|
||||
var companyName = ViewBag.CompanyName as string ?? "your company";
|
||||
var userCount = (int)(ViewBag.UserCount ?? 0);
|
||||
var jobCount = (int)(ViewBag.JobCount ?? 0);
|
||||
var quoteCount = (int)(ViewBag.QuoteCount ?? 0);
|
||||
var customerCount = (int)(ViewBag.CustomerCount ?? 0);
|
||||
var invoiceCount = (int)(ViewBag.InvoiceCount ?? 0);
|
||||
}
|
||||
|
||||
<div class="container" style="max-width:720px;">
|
||||
|
||||
<!-- Breadcrumb -->
|
||||
<nav aria-label="breadcrumb" class="mb-3">
|
||||
<ol class="breadcrumb">
|
||||
<li class="breadcrumb-item">
|
||||
<a asp-controller="CompanySettings" asp-action="Index">Company Settings</a>
|
||||
</li>
|
||||
<li class="breadcrumb-item active">Delete Account</li>
|
||||
</ol>
|
||||
</nav>
|
||||
|
||||
<!-- Error alert -->
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill me-2"></i>@TempData["Error"]
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Header -->
|
||||
<div class="d-flex align-items-center gap-3 mb-4">
|
||||
<div class="bg-danger bg-opacity-10 rounded-circle p-3">
|
||||
<i class="bi bi-trash3-fill text-danger fs-3"></i>
|
||||
</div>
|
||||
<div>
|
||||
<p class="text-muted mb-0">This action is permanent and cannot be undone.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- What happens card -->
|
||||
<div class="card border-danger mb-4">
|
||||
<div class="card-header bg-danger text-white fw-semibold">
|
||||
<i class="bi bi-exclamation-triangle-fill me-2"></i>What happens when you delete your account
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="mb-3">
|
||||
Deleting your account will permanently deactivate access to
|
||||
<strong>@companyName</strong> and mark the following data for removal:
|
||||
</p>
|
||||
|
||||
<ul class="list-unstyled mb-3">
|
||||
<li class="mb-2">
|
||||
<i class="bi bi-person-x-fill text-danger me-2"></i>
|
||||
<strong>@userCount user account@(userCount != 1 ? "s" : "")</strong> will be deactivated — no one will be able to log in.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<i class="bi bi-briefcase-fill text-danger me-2"></i>
|
||||
<strong>@jobCount job@(jobCount != 1 ? "s" : "")</strong>,
|
||||
<strong>@quoteCount quote@(quoteCount != 1 ? "s" : "")</strong>, and
|
||||
<strong>@invoiceCount invoice@(invoiceCount != 1 ? "s" : "")</strong> will be marked deleted.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<i class="bi bi-people-fill text-danger me-2"></i>
|
||||
<strong>@customerCount customer record@(customerCount != 1 ? "s" : "")</strong> will be marked deleted.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<i class="bi bi-cloud-slash-fill text-danger me-2"></i>
|
||||
All inventory, equipment, maintenance, and other company data will be marked deleted.
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<div class="alert alert-warning alert-permanent mb-0">
|
||||
<i class="bi bi-lock-fill me-2"></i>
|
||||
<strong>You will lose access to your data immediately.</strong>
|
||||
Once your account is deleted you will no longer be able to export, download,
|
||||
or access any of your data. All records are subject to purge and
|
||||
<strong>cannot be recovered</strong> after deletion.
|
||||
If you need a data export, please do so <em>before</em> deleting your account.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Alternatives card -->
|
||||
<div class="card mb-4">
|
||||
<div class="card-header fw-semibold">
|
||||
<i class="bi bi-lightbulb me-2 text-warning"></i>Consider these alternatives first
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<ul class="mb-0">
|
||||
<li class="mb-1">
|
||||
<strong>Pause instead of delete</strong> — Contact support to temporarily suspend your account.
|
||||
</li>
|
||||
<li class="mb-1">
|
||||
<strong>Cancel your subscription</strong> — Stop future billing without deleting your data.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Export your data first</strong> — Go to
|
||||
<a asp-controller="Reports" asp-action="Index">Reports</a>
|
||||
to export jobs, customers, invoices, and more before proceeding.
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Confirmation form -->
|
||||
<div class="card border-danger">
|
||||
<div class="card-header bg-danger bg-opacity-10 fw-semibold text-danger">
|
||||
<i class="bi bi-shield-exclamation me-2"></i>Confirm account deletion
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="DeleteAccount" asp-controller="CompanySettings" method="post" id="deleteAccountForm">
|
||||
@Html.AntiForgeryToken()
|
||||
|
||||
<!-- Acknowledgement checkbox -->
|
||||
<div class="mb-4">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="checkbox" id="acknowledged" name="acknowledged" value="true" required />
|
||||
<label class="form-check-label" for="acknowledged">
|
||||
I understand that deleting my account is <strong>permanent</strong>.
|
||||
I will no longer be able to export any data, and all records will be
|
||||
purged. I accept that this action cannot be undone.
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Type DELETE -->
|
||||
<div class="mb-4">
|
||||
<label for="confirmationWord" class="form-label fw-semibold">
|
||||
To confirm, type <code class="text-danger fs-6">DELETE</code> in the box below:
|
||||
</label>
|
||||
<input type="text"
|
||||
class="form-control form-control-lg"
|
||||
id="confirmationWord"
|
||||
name="confirmationWord"
|
||||
placeholder="Type DELETE here"
|
||||
autocomplete="off"
|
||||
spellcheck="false" />
|
||||
<div class="form-text text-muted">This field is case-sensitive. You must type it in all capitals.</div>
|
||||
</div>
|
||||
|
||||
<!-- Action buttons -->
|
||||
<div class="d-flex gap-2 flex-wrap">
|
||||
<button type="submit" class="btn btn-danger px-4" id="deleteBtn" disabled>
|
||||
<i class="bi bi-trash3 me-1"></i>Delete My Account Permanently
|
||||
</button>
|
||||
<a asp-controller="CompanySettings" asp-action="Index" class="btn btn-outline-secondary px-4">
|
||||
Cancel — Keep My Account
|
||||
</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
(function () {
|
||||
const ackCheckbox = document.getElementById('acknowledged');
|
||||
const confirmInput = document.getElementById('confirmationWord');
|
||||
const deleteBtn = document.getElementById('deleteBtn');
|
||||
|
||||
/// Re-evaluates whether the submit button should be enabled.
|
||||
/// Both the checkbox AND the exact word "DELETE" must be present.
|
||||
function updateButton() {
|
||||
const wordOk = confirmInput.value.trim() === 'DELETE';
|
||||
const ackOk = ackCheckbox.checked;
|
||||
deleteBtn.disabled = !(wordOk && ackOk);
|
||||
}
|
||||
|
||||
confirmInput.addEventListener('input', updateButton);
|
||||
ackCheckbox.addEventListener('change', updateButton);
|
||||
|
||||
// Extra guard: prevent accidental double-submit after the form is submitted.
|
||||
document.getElementById('deleteAccountForm').addEventListener('submit', function () {
|
||||
deleteBtn.disabled = true;
|
||||
deleteBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Deleting…';
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,206 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Notification.NotificationTemplateDto
|
||||
@{
|
||||
ViewData["Title"] = $"Edit Template — {Model.DisplayName}";
|
||||
ViewData["PageIcon"] = "bi-envelope-gear";
|
||||
var placeholders = ViewBag.Placeholders as List<(string Placeholder, string Description)>
|
||||
?? new List<(string, string)>();
|
||||
var isEmail = Model.IsEmail;
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
.placeholder-pill {
|
||||
cursor: pointer;
|
||||
transition: background-color 0.15s;
|
||||
font-family: monospace;
|
||||
font-size: 0.85rem;
|
||||
}
|
||||
.placeholder-pill:hover { background-color: #0d6efd !important; color: white !important; }
|
||||
.copy-feedback { display: none; font-size: 0.75rem; color: #198754; }
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="container-fluid">
|
||||
<div class="d-flex justify-content-start mb-4">
|
||||
<a asp-controller="CompanySettings" asp-action="NotificationTemplates" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- LEFT: Edit form -->
|
||||
<div class="col-lg-8">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header d-flex align-items-center gap-2">
|
||||
@if (isEmail)
|
||||
{
|
||||
<span class="badge bg-primary"><i class="bi bi-envelope"></i> Email</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-success"><i class="bi bi-phone"></i> SMS</span>
|
||||
}
|
||||
<span class="fw-semibold">@Model.NotificationType</span>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="EditTemplate" asp-route-id="@Model.Id" method="post" id="templateForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" asp-for="Id" />
|
||||
|
||||
@if (isEmail)
|
||||
{
|
||||
<div class="mb-3">
|
||||
<label asp-for="Subject" class="form-label fw-semibold">Subject</label>
|
||||
<input asp-for="Subject" class="form-control" placeholder="Email subject line" />
|
||||
<span asp-validation-for="Subject" class="text-danger small"></span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">
|
||||
Body
|
||||
@if (!isEmail)
|
||||
{
|
||||
<span class="text-muted fw-normal small ms-2">
|
||||
<span id="charCount">@Model.Body.Length</span> characters
|
||||
(<span id="segCount">@((Model.Body.Length / 160) + 1)</span> SMS segment@(((Model.Body.Length / 160) + 1) != 1 ? "s" : ""))
|
||||
</span>
|
||||
}
|
||||
</label>
|
||||
|
||||
@if (isEmail)
|
||||
{
|
||||
<!-- Raw HTML textarea for email — supports {{placeholders}} and full HTML -->
|
||||
<textarea asp-for="Body" class="form-control font-monospace" rows="16"
|
||||
placeholder="Enter HTML email body..."></textarea>
|
||||
<div class="form-text text-muted mt-1">
|
||||
<i class="bi bi-code-slash me-1"></i>HTML is supported. Use <code>{{placeholder}}</code> tokens anywhere in the body.
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<!-- Plain textarea for SMS -->
|
||||
<textarea asp-for="Body" class="form-control" rows="5"
|
||||
id="smsBody" maxlength="1000"
|
||||
placeholder="Enter your SMS message text..."></textarea>
|
||||
<span asp-validation-for="Body" class="text-danger small"></span>
|
||||
<div class="form-text text-muted">
|
||||
<i class="bi bi-info-circle"></i>
|
||||
Standard SMS segments are 160 characters. Messages over 160 chars are split into multiple segments.
|
||||
Always include <code>Reply STOP to opt out</code> for CTIA compliance.
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center pt-2">
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-floppy"></i> Save Template
|
||||
</button>
|
||||
<a asp-controller="CompanySettings" asp-action="NotificationTemplates"
|
||||
class="btn btn-outline-secondary">
|
||||
Cancel
|
||||
</a>
|
||||
</div>
|
||||
<form asp-action="ResetTemplate" asp-route-id="@Model.Id" method="post"
|
||||
onsubmit="return confirm('Reset this template to the built-in default? Your customisations will be lost.');">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-danger btn-sm">
|
||||
<i class="bi bi-arrow-counterclockwise"></i> Reset to Default
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- RIGHT: Placeholder reference -->
|
||||
<div class="col-lg-4">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header">
|
||||
<h6 class="mb-0"><i class="bi bi-braces"></i> Available Placeholders</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="text-muted small mb-3">
|
||||
Click any placeholder to copy it to your clipboard, then paste it into the template body.
|
||||
</p>
|
||||
<div class="d-flex flex-column gap-2">
|
||||
@foreach (var (placeholder, description) in placeholders)
|
||||
{
|
||||
<div>
|
||||
<span class="badge bg-light text-dark border placeholder-pill px-2 py-1"
|
||||
onclick="copyPlaceholder('@placeholder', this)"
|
||||
title="@description — click to copy">
|
||||
@placeholder
|
||||
</span>
|
||||
<span class="copy-feedback ms-1">Copied!</span>
|
||||
<div class="text-muted" style="font-size: 0.78rem;">@description</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card shadow-sm mt-3">
|
||||
<div class="card-body">
|
||||
<h6 class="card-title"><i class="bi bi-lightbulb"></i> Tips</h6>
|
||||
<ul class="small text-muted mb-0 ps-3">
|
||||
<li>Placeholders are case-insensitive.</li>
|
||||
<li>Unrecognised placeholders are left as-is.</li>
|
||||
@if (isEmail)
|
||||
{
|
||||
<li>Edit raw HTML directly. A plain-text version is generated automatically for email clients that require it.</li>
|
||||
<li>An unsubscribe link is always appended to comply with CAN-SPAM.</li>
|
||||
}
|
||||
else
|
||||
{
|
||||
<li>Keep messages under 160 characters to avoid splitting.</li>
|
||||
<li>Always include opt-out instructions (e.g. "Reply STOP") to comply with CTIA guidelines.</li>
|
||||
}
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
@if (!isEmail)
|
||||
{
|
||||
<script>
|
||||
const smsBody = document.getElementById('smsBody');
|
||||
const charCount = document.getElementById('charCount');
|
||||
const segCount = document.getElementById('segCount');
|
||||
|
||||
smsBody?.addEventListener('input', function () {
|
||||
const len = this.value.length;
|
||||
charCount.textContent = len;
|
||||
const segs = Math.ceil(len / 160) || 1;
|
||||
segCount.textContent = segs;
|
||||
const suffixEl = segCount.nextSibling;
|
||||
if (suffixEl) suffixEl.textContent = ` SMS segment${segs !== 1 ? 's' : ''}`;
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
<script>
|
||||
function copyPlaceholder(text, el) {
|
||||
navigator.clipboard.writeText(text).then(function () {
|
||||
const feedback = el.nextElementSibling;
|
||||
if (feedback) {
|
||||
feedback.style.display = 'inline';
|
||||
setTimeout(() => { feedback.style.display = 'none'; }, 1800);
|
||||
}
|
||||
}).catch(function () {
|
||||
// Fallback for browsers that don't support clipboard API
|
||||
const ta = document.createElement('textarea');
|
||||
ta.value = text;
|
||||
document.body.appendChild(ta);
|
||||
ta.select();
|
||||
document.execCommand('copy');
|
||||
document.body.removeChild(ta);
|
||||
});
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@@ -1,500 +0,0 @@
|
||||
@* Lookup Management Modals *@
|
||||
|
||||
<!-- Job Status Modal -->
|
||||
<div class="modal fade" id="jobStatusModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">
|
||||
<i class="bi bi-list-check me-2"></i><span id="jobStatusModalTitle">Add Job Status</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<form id="jobStatusForm">
|
||||
<input type="hidden" id="jobStatusId" value="">
|
||||
<div class="mb-3">
|
||||
<label for="jobStatusDisplayName" class="form-label">Display Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="jobStatusDisplayName" placeholder="e.g., Custom Status" required maxlength="100">
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="jobStatusCode" class="form-label">Status Code <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="jobStatusCode" placeholder="e.g., CUSTOM_STATUS" required pattern="[A-Z_]+" maxlength="50">
|
||||
<small class="form-text text-muted">Uppercase letters and underscores only. This cannot be changed later.</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="jobStatusColorClass" class="form-label">Badge Color <span class="text-danger">*</span></label>
|
||||
<select class="form-select" id="jobStatusColorClass" required>
|
||||
<option value="primary">Primary (Blue)</option>
|
||||
<option value="secondary">Secondary (Gray)</option>
|
||||
<option value="success">Success (Green)</option>
|
||||
<option value="danger">Danger (Red)</option>
|
||||
<option value="warning">Warning (Yellow)</option>
|
||||
<option value="info">Info (Cyan)</option>
|
||||
<option value="dark">Dark</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="jobStatusCategory" class="form-label">Workflow Category</label>
|
||||
<select class="form-select" id="jobStatusCategory">
|
||||
<option value="">Select a category</option>
|
||||
<option value="Pre-Production">Pre-Production</option>
|
||||
<option value="Production">Production</option>
|
||||
<option value="Post-Production">Post-Production</option>
|
||||
<option value="Other">Other</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="row mb-3">
|
||||
<div class="col-md-6">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="checkbox" id="jobStatusIsTerminal">
|
||||
<label class="form-check-label" for="jobStatusIsTerminal">
|
||||
Terminal Status
|
||||
<small class="d-block text-muted">Job is completed/closed</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="checkbox" id="jobStatusIsWIP">
|
||||
<label class="form-check-label" for="jobStatusIsWIP">
|
||||
Work In Progress
|
||||
<small class="d-block text-muted">Job is actively being worked on</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="jobStatusDescription" class="form-label">Description</label>
|
||||
<textarea class="form-control" id="jobStatusDescription" rows="2" placeholder="Optional description..." maxlength="500"></textarea>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveJobStatusBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Save
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Job Priority Modal -->
|
||||
<div class="modal fade" id="jobPriorityModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">
|
||||
<i class="bi bi-arrow-up-circle me-2"></i><span id="jobPriorityModalTitle">Add Job Priority</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<form id="jobPriorityForm">
|
||||
<input type="hidden" id="jobPriorityId" value="">
|
||||
<div class="mb-3">
|
||||
<label for="jobPriorityDisplayName" class="form-label">Display Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="jobPriorityDisplayName" placeholder="e.g., Custom Priority" required maxlength="100">
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="jobPriorityCode" class="form-label">Priority Code <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="jobPriorityCode" placeholder="e.g., CUSTOM_PRIORITY" required pattern="[A-Z_]+" maxlength="50">
|
||||
<small class="form-text text-muted">Uppercase letters and underscores only. This cannot be changed later.</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="jobPriorityColorClass" class="form-label">Badge Color <span class="text-danger">*</span></label>
|
||||
<select class="form-select" id="jobPriorityColorClass" required>
|
||||
<option value="primary">Primary (Blue)</option>
|
||||
<option value="secondary">Secondary (Gray)</option>
|
||||
<option value="success">Success (Green)</option>
|
||||
<option value="danger">Danger (Red)</option>
|
||||
<option value="warning">Warning (Yellow)</option>
|
||||
<option value="info">Info (Cyan)</option>
|
||||
<option value="dark">Dark</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="jobPriorityDescription" class="form-label">Description</label>
|
||||
<textarea class="form-control" id="jobPriorityDescription" rows="2" placeholder="Optional description..." maxlength="500"></textarea>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveJobPriorityBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Save
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Quote Status Modal -->
|
||||
<div class="modal fade" id="quoteStatusModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">
|
||||
<i class="bi bi-file-text me-2"></i><span id="quoteStatusModalTitle">Add Quote Status</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<form id="quoteStatusForm">
|
||||
<input type="hidden" id="quoteStatusId" value="">
|
||||
<div class="mb-3">
|
||||
<label for="quoteStatusDisplayName" class="form-label">Display Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="quoteStatusDisplayName" placeholder="e.g., Custom Status" required maxlength="100">
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="quoteStatusCode" class="form-label">Status Code <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="quoteStatusCode" placeholder="e.g., CUSTOM_STATUS" required pattern="[A-Z_]+" maxlength="50">
|
||||
<small class="form-text text-muted">Uppercase letters and underscores only. This cannot be changed later.</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="quoteStatusColorClass" class="form-label">Badge Color <span class="text-danger">*</span></label>
|
||||
<select class="form-select" id="quoteStatusColorClass" required>
|
||||
<option value="primary">Primary (Blue)</option>
|
||||
<option value="secondary">Secondary (Gray)</option>
|
||||
<option value="success">Success (Green)</option>
|
||||
<option value="danger">Danger (Red)</option>
|
||||
<option value="warning">Warning (Yellow)</option>
|
||||
<option value="info">Info (Cyan)</option>
|
||||
<option value="dark">Dark</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label">Business Flags</label>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="checkbox" id="quoteStatusIsApproved">
|
||||
<label class="form-check-label" for="quoteStatusIsApproved">
|
||||
<strong>Approved Status</strong>
|
||||
<small class="d-block text-muted">Marks quotes that can be converted to jobs</small>
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mt-2">
|
||||
<input class="form-check-input" type="checkbox" id="quoteStatusIsConverted">
|
||||
<label class="form-check-label" for="quoteStatusIsConverted">
|
||||
<strong>Converted Status</strong>
|
||||
<small class="d-block text-muted">Set automatically after converting to job</small>
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mt-2">
|
||||
<input class="form-check-input" type="checkbox" id="quoteStatusIsDraft">
|
||||
<label class="form-check-label" for="quoteStatusIsDraft">
|
||||
<strong>Draft Status</strong>
|
||||
<small class="d-block text-muted">Quote is being prepared</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="quoteStatusDescription" class="form-label">Description</label>
|
||||
<textarea class="form-control" id="quoteStatusDescription" rows="2" placeholder="Optional description..." maxlength="500"></textarea>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveQuoteStatusBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Save
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Inventory Category Modal -->
|
||||
<div class="modal fade" id="inventoryCategoryModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">
|
||||
<i class="bi bi-box-seam me-2"></i><span id="inventoryCategoryModalTitle">Add Inventory Category</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<form id="inventoryCategoryForm">
|
||||
<input type="hidden" id="inventoryCategoryId" value="">
|
||||
<div class="mb-3">
|
||||
<label for="inventoryCategoryDisplayName" class="form-label">Display Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="inventoryCategoryDisplayName" placeholder="e.g., Custom Category" required maxlength="100">
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="inventoryCategoryCode" class="form-label">Category Code <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="inventoryCategoryCode" placeholder="e.g., CUSTOM_CATEGORY" required pattern="[A-Z_]+" maxlength="50">
|
||||
<small class="form-text text-muted">Uppercase letters and underscores only. This cannot be changed later.</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="checkbox" id="inventoryCategoryIsCoating">
|
||||
<label class="form-check-label" for="inventoryCategoryIsCoating">
|
||||
<strong>Is Coating</strong>
|
||||
<small class="d-block text-muted">Items in this category are coatings that can be applied to parts</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="inventoryCategoryDescription" class="form-label">Description</label>
|
||||
<textarea class="form-control" id="inventoryCategoryDescription" rows="2" placeholder="Optional description of what this category is used for..." maxlength="500"></textarea>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveInventoryCategoryBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Save
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Appointment Type Modal -->
|
||||
<div class="modal fade" id="appointmentTypeModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">
|
||||
<i class="bi bi-calendar-event me-2"></i><span id="appointmentTypeModalTitle">Add Appointment Type</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<form id="appointmentTypeForm">
|
||||
<input type="hidden" id="appointmentTypeId" value="">
|
||||
<div class="mb-3">
|
||||
<label for="appointmentTypeDisplayName" class="form-label">Display Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="appointmentTypeDisplayName" placeholder="e.g., Equipment Delivery" required maxlength="100">
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="appointmentTypeCode" class="form-label">Type Code <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="appointmentTypeCode" placeholder="e.g., DELIVERY" required pattern="[A-Z_]+" maxlength="50">
|
||||
<small class="form-text text-muted">Uppercase letters and underscores only. This cannot be changed later.</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="appointmentTypeColorClass" class="form-label">Calendar Color <span class="text-danger">*</span></label>
|
||||
<div class="d-flex gap-2 align-items-center mb-2">
|
||||
<span class="badge fs-6 px-3 py-2" id="appointmentTypeColorPreview">
|
||||
<i class="bi bi-calendar-event me-1"></i>Preview
|
||||
</span>
|
||||
<small class="text-muted">Live preview of calendar color</small>
|
||||
</div>
|
||||
<select class="form-select" id="appointmentTypeColorClass" required onchange="updateAppointmentTypeColorPreview()">
|
||||
<option value="purple">🟣 Purple</option>
|
||||
<option value="green">🟢 Green</option>
|
||||
<option value="blue">🔵 Blue</option>
|
||||
<option value="orange">🟠 Orange</option>
|
||||
<option value="red">🔴 Red</option>
|
||||
<option value="yellow">🟡 Yellow</option>
|
||||
<option value="pink">🩷 Pink</option>
|
||||
<option value="cyan">🔷 Cyan</option>
|
||||
<option value="teal">🩵 Teal</option>
|
||||
<option value="indigo">🟣 Indigo</option>
|
||||
<option value="lime">🟢 Lime</option>
|
||||
<option value="brown">🟤 Brown</option>
|
||||
<option value="gray">⚫ Gray</option>
|
||||
<option value="success">✅ Success (Green)</option>
|
||||
<option value="danger">❌ Danger (Red)</option>
|
||||
<option value="warning">⚠️ Warning (Yellow)</option>
|
||||
<option value="info">ℹ️ Info (Blue)</option>
|
||||
<option value="primary">🔷 Primary (Blue)</option>
|
||||
<option value="secondary">⚫ Secondary (Gray)</option>
|
||||
<option value="dark">⬛ Dark</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Choose a color that will appear on the calendar for this appointment type</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="appointmentTypeIconClass" class="form-label">Icon Class (Optional)</label>
|
||||
<input type="text" class="form-control" id="appointmentTypeIconClass" placeholder="e.g., bi-truck, bi-box-arrow-down" maxlength="50">
|
||||
<small class="form-text text-muted">Bootstrap icon class for visual identification</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="checkbox" id="appointmentTypeRequiresJob">
|
||||
<label class="form-check-label" for="appointmentTypeRequiresJob">
|
||||
Require Job Link
|
||||
<small class="d-block text-muted">This appointment type must be linked to an existing job</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3" id="appointmentTypeActiveField" style="display: none;">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="checkbox" id="appointmentTypeIsActive" checked>
|
||||
<label class="form-check-label" for="appointmentTypeIsActive">
|
||||
Active
|
||||
<small class="d-block text-muted">Inactive types won't appear in dropdown menus</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="appointmentTypeDescription" class="form-label">Description</label>
|
||||
<textarea class="form-control" id="appointmentTypeDescription" rows="2" placeholder="Optional description..." maxlength="500"></textarea>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveAppointmentTypeBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Save
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Prep Service Modal -->
|
||||
<div class="modal fade" id="prepServiceModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">
|
||||
<i class="bi bi-tools me-2"></i><span id="prepServiceModalTitle">Add Prep Service</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<form id="prepServiceForm">
|
||||
<input type="hidden" id="prepServiceId" value="">
|
||||
<div class="mb-3">
|
||||
<label for="prepServiceName" class="form-label">Service Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="prepServiceName" placeholder="e.g., Sandblasting, Chemical Stripping" required maxlength="100">
|
||||
<small class="form-text text-muted">Enter a descriptive name for this preparation service</small>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="prepServiceDescription" class="form-label">Description</label>
|
||||
<textarea class="form-control" id="prepServiceDescription" rows="3" placeholder="Optional description of this service..." maxlength="500"></textarea>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<div class="form-check form-switch">
|
||||
<input class="form-check-input" type="checkbox" id="prepServiceRequiresBlastSetup">
|
||||
<label class="form-check-label" for="prepServiceRequiresBlastSetup">
|
||||
<strong>Requires Blast Setup Selection</strong>
|
||||
<small class="d-block text-muted">When checked, the item wizard shows a blast rig dropdown for this service so the correct throughput rate is used</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<div class="form-check form-switch">
|
||||
<input class="form-check-input" type="checkbox" id="prepServiceIsActive" checked>
|
||||
<label class="form-check-label" for="prepServiceIsActive">
|
||||
<strong>Active</strong>
|
||||
<small class="d-block text-muted">Inactive services won't appear in dropdown menus</small>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="savePrepServiceBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Save
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Blast Setup Modal -->
|
||||
<div class="modal fade" id="blastSetupModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered modal-lg">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">
|
||||
<i class="bi bi-fan me-2"></i><span id="blastSetupModalTitle">Add Blast Setup</span>
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<form id="blastSetupForm">
|
||||
<input type="hidden" id="blastSetupId" value="">
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label for="blastSetupName" class="form-label">Setup Name <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="blastSetupName"
|
||||
placeholder="e.g., Main Cabinet, Outdoor Blast Pot, Blast Room" required maxlength="100">
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label for="blastSetupModalType" class="form-label">Setup Type <span class="text-danger">*</span></label>
|
||||
<select class="form-select" id="blastSetupModalType">
|
||||
<option value="0">Siphon Cabinet</option>
|
||||
<option value="1">Siphon Pot</option>
|
||||
<option value="2" selected>Pressure Pot</option>
|
||||
<option value="3">Wet Blasting</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label for="blastSetupCfm" class="form-label">Compressor CFM <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<input type="number" class="form-control blast-modal-input" id="blastSetupCfm"
|
||||
min="0" max="9999" step="0.5" placeholder="e.g. 40">
|
||||
<span class="input-group-text">CFM</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label for="blastSetupNozzleSize" class="form-label">Nozzle Size</label>
|
||||
<select class="form-select blast-modal-input" id="blastSetupNozzleSize">
|
||||
<option value="2">#2 (1/8") — Very small / entry level</option>
|
||||
<option value="3">#3 (3/16") — Small / hobby</option>
|
||||
<option value="4">#4 (1/4") — Light duty</option>
|
||||
<option value="5" selected>#5 (5/16") — Medium (most common)</option>
|
||||
<option value="6">#6 (3/8") — Heavy duty</option>
|
||||
<option value="7">#7 (7/16") — High volume</option>
|
||||
<option value="8">#8 (1/2") — Industrial</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label for="blastSetupSubstrate" class="form-label">Primary Substrate</label>
|
||||
<select class="form-select blast-modal-input" id="blastSetupSubstrate">
|
||||
<option value="1">Paint / light coating</option>
|
||||
<option value="0" selected>Mixed (typical)</option>
|
||||
<option value="2">Rust & scale</option>
|
||||
<option value="3">Existing powder coat</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label for="blastSetupOverride" class="form-label">Rate Override <small class="text-muted">(optional)</small></label>
|
||||
<div class="input-group">
|
||||
<input type="number" class="form-control" id="blastSetupOverride"
|
||||
min="0" max="99999" step="0.1" placeholder="Leave blank to use formula">
|
||||
<span class="input-group-text">sqft/hr</span>
|
||||
</div>
|
||||
<small class="text-muted">Enter your actual measured rate to bypass the formula</small>
|
||||
</div>
|
||||
<div class="col-sm-6 d-flex align-items-end">
|
||||
<div class="w-100 p-3 bg-light rounded text-center">
|
||||
<div class="text-muted small">Derived Rate</div>
|
||||
<div class="fw-bold fs-5" id="blastSetupDerivedRate">—</div>
|
||||
<div class="text-muted small">sqft/hr</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<div class="d-flex gap-4">
|
||||
<div class="form-check form-switch">
|
||||
<input class="form-check-input" type="checkbox" id="blastSetupIsDefault">
|
||||
<label class="form-check-label" for="blastSetupIsDefault">
|
||||
<strong>Default</strong>
|
||||
<small class="d-block text-muted">Pre-selected in AI Photo Quotes</small>
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check form-switch">
|
||||
<input class="form-check-input" type="checkbox" id="blastSetupIsActive" checked>
|
||||
<label class="form-check-label" for="blastSetupIsActive">
|
||||
<strong>Active</strong>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="saveBlastSetupBtn">
|
||||
<i class="bi bi-check-circle me-1"></i>Save
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,175 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@model ContactViewModel
|
||||
@{
|
||||
ViewData["Title"] = "Contact Us";
|
||||
ViewData["PageIcon"] = "bi-envelope";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-4">
|
||||
<h1 class="h3 mb-0"><i class="bi bi-envelope text-primary me-2"></i>Contact Us</h1>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-permanent alert-dismissible fade show mb-4" role="alert">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent alert-dismissible fade show mb-4" role="alert">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="row g-4">
|
||||
|
||||
@* ── Left column: Resources ── *@
|
||||
<div class="col-lg-4">
|
||||
|
||||
<h2 class="h6 fw-semibold text-muted text-uppercase mb-3" style="letter-spacing:.05em;font-size:.7rem;">
|
||||
Self-Service Resources
|
||||
</h2>
|
||||
|
||||
@* Help Center *@
|
||||
<a asp-controller="Help" asp-action="Index" class="card border-0 shadow-sm mb-3 text-decoration-none text-reset d-block">
|
||||
<div class="card-body d-flex align-items-center gap-3 py-3">
|
||||
<div class="rounded-3 bg-primary bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-book-half text-primary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fw-semibold">Help Center</div>
|
||||
<div class="text-muted small">Step-by-step articles for every part of the system.</div>
|
||||
</div>
|
||||
<i class="bi bi-arrow-right ms-auto text-muted"></i>
|
||||
</div>
|
||||
</a>
|
||||
|
||||
@* AI Assistant *@
|
||||
<div class="card border-0 shadow-sm mb-3">
|
||||
<div class="card-body d-flex align-items-center gap-3 py-3">
|
||||
<div class="rounded-3 bg-success bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-robot text-success fs-4"></i>
|
||||
</div>
|
||||
<div class="flex-grow-1">
|
||||
<div class="fw-semibold">AI Assistant</div>
|
||||
<div class="text-muted small">Ask anything — available 24/7 in the bottom-right corner.</div>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-outline-success flex-shrink-0"
|
||||
onclick="document.getElementById('aiHelpTrigger')?.click()">
|
||||
Ask Now
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Facebook Community *@
|
||||
<a href="https://www.facebook.com/share/g/19CtDWf61N/" target="_blank" rel="noopener noreferrer"
|
||||
class="card border-0 shadow-sm mb-3 text-decoration-none text-reset d-block">
|
||||
<div class="card-body d-flex align-items-center gap-3 py-3">
|
||||
<div class="rounded-3 p-2 flex-shrink-0" style="background:rgba(24,119,242,.1);">
|
||||
<i class="bi bi-facebook fs-4" style="color:#1877F2;"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fw-semibold">Community Group</div>
|
||||
<div class="text-muted small">Connect with other users, share tips, and get peer support.</div>
|
||||
</div>
|
||||
<i class="bi bi-box-arrow-up-right ms-auto text-muted small"></i>
|
||||
</div>
|
||||
</a>
|
||||
|
||||
<div class="card border-0 bg-body-secondary rounded-3 p-3 mt-2">
|
||||
<p class="small text-muted mb-1">
|
||||
<i class="bi bi-clock me-1"></i><strong>Response time:</strong> We typically reply within 1 business day.
|
||||
</p>
|
||||
<p class="small text-muted mb-0">
|
||||
<i class="bi bi-envelope me-1"></i>You can also email us directly at
|
||||
<a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a>.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
@* ── Right column: Contact form ── *@
|
||||
<div class="col-lg-8">
|
||||
|
||||
<h2 class="h6 fw-semibold text-muted text-uppercase mb-3" style="letter-spacing:.05em;font-size:.7rem;">
|
||||
Send Us a Message
|
||||
</h2>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body p-4">
|
||||
<form asp-action="Submit" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
|
||||
<div class="row g-3 mb-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Form.Name" class="form-label fw-semibold"></label>
|
||||
<input asp-for="Form.Name" class="form-control" />
|
||||
<span asp-validation-for="Form.Name" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Form.Email" class="form-label fw-semibold"></label>
|
||||
<input asp-for="Form.Email" class="form-control" type="email" />
|
||||
<span asp-validation-for="Form.Email" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Form.CompanyName" class="form-label fw-semibold"></label>
|
||||
<input asp-for="Form.CompanyName" class="form-control" />
|
||||
<span asp-validation-for="Form.CompanyName" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Form.Category" class="form-label fw-semibold"></label>
|
||||
<select asp-for="Form.Category" class="form-select">
|
||||
<option value="">— Select a Category —</option>
|
||||
@foreach (var cat in ContactFormModel.Categories)
|
||||
{
|
||||
<option value="@cat" selected="@(Model.Form.Category == cat)">@cat</option>
|
||||
}
|
||||
</select>
|
||||
<span asp-validation-for="Form.Category" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label asp-for="Form.Subject" class="form-label fw-semibold"></label>
|
||||
<input asp-for="Form.Subject" class="form-control" placeholder="Brief summary of your question or issue" />
|
||||
<span asp-validation-for="Form.Subject" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label asp-for="Form.Message" class="form-label fw-semibold"></label>
|
||||
<textarea asp-for="Form.Message" class="form-control" rows="6"
|
||||
placeholder="Describe your question or issue in detail. The more context you provide, the faster we can help."></textarea>
|
||||
<div class="d-flex justify-content-between">
|
||||
<span asp-validation-for="Form.Message" class="text-danger small"></span>
|
||||
<span class="text-muted small mt-1" id="msgCount">0 / 4000</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-end gap-2">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-book-half me-1"></i>Browse Help First
|
||||
</a>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-send me-1"></i>Send Message
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
(function () {
|
||||
const ta = document.querySelector('textarea[name="Form.Message"]');
|
||||
const counter = document.getElementById('msgCount');
|
||||
if (!ta || !counter) return;
|
||||
function update() { counter.textContent = ta.value.length + ' / 4000'; }
|
||||
ta.addEventListener('input', update);
|
||||
update();
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,124 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@model List<PowderCoating.Core.Entities.ContactSubmission>
|
||||
@{
|
||||
ViewData["Title"] = "Contact Submissions";
|
||||
ViewData["PageIcon"] = "bi-envelope";
|
||||
var unread = Model.Count(s => !s.IsRead);
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center justify-content-between mb-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h1 class="h3 mb-0"><i class="bi bi-envelope text-primary me-2"></i>Contact Submissions</h1>
|
||||
@if (unread > 0)
|
||||
{
|
||||
<span class="badge bg-danger">@unread unread</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body text-center py-5 text-muted">
|
||||
<i class="bi bi-inbox fs-1 mb-3 d-block opacity-25"></i>
|
||||
<p class="mb-0">No contact submissions yet.</p>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="d-flex flex-column gap-3">
|
||||
@foreach (var s in Model)
|
||||
{
|
||||
<div class="card border-0 shadow-sm @(s.IsRead ? "" : "border-start border-4 border-primary")">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start justify-content-between gap-3 flex-wrap">
|
||||
<div class="flex-grow-1">
|
||||
<div class="d-flex align-items-center gap-2 mb-1 flex-wrap">
|
||||
@if (!s.IsRead)
|
||||
{
|
||||
<span class="badge bg-primary">New</span>
|
||||
}
|
||||
<span class="badge bg-secondary bg-opacity-10 text-secondary border">@s.Category</span>
|
||||
<span class="fw-semibold">@s.Subject</span>
|
||||
</div>
|
||||
<div class="small text-muted mb-2">
|
||||
<i class="bi bi-person me-1"></i>@s.SenderName
|
||||
·
|
||||
<a href="mailto:@s.SenderEmail">@s.SenderEmail</a>
|
||||
·
|
||||
<i class="bi bi-building me-1"></i>@s.CompanyName
|
||||
·
|
||||
<i class="bi bi-clock me-1"></i>@s.CreatedAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM d, yyyy h:mm tt")
|
||||
</div>
|
||||
<p class="mb-0" style="white-space:pre-wrap;">@s.Message</p>
|
||||
|
||||
@if (!string.IsNullOrWhiteSpace(s.AdminNotes))
|
||||
{
|
||||
<div class="mt-2 p-2 rounded bg-warning bg-opacity-10 border border-warning border-opacity-25 small">
|
||||
<i class="bi bi-pencil me-1 text-warning"></i><strong>Admin note:</strong> @s.AdminNotes
|
||||
</div>
|
||||
}
|
||||
@if (s.IsRead && s.ReadAt.HasValue)
|
||||
{
|
||||
<div class="mt-2 small text-muted">
|
||||
<i class="bi bi-check2 me-1 text-success"></i>
|
||||
Marked read by @(s.ReadByUserName ?? "admin") on @s.ReadAt.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM d, yyyy h:mm tt")
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="flex-shrink-0">
|
||||
<div class="d-flex gap-2">
|
||||
<a href="mailto:@s.SenderEmail?subject=Re: @Uri.EscapeDataString(s.Subject)"
|
||||
class="btn btn-sm btn-outline-primary">
|
||||
<i class="bi bi-reply me-1"></i>Reply
|
||||
</a>
|
||||
@if (!s.IsRead)
|
||||
{
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary"
|
||||
data-bs-toggle="modal" data-bs-target="#markReadModal-@s.Id">
|
||||
<i class="bi bi-check2 me-1"></i>Mark Read
|
||||
</button>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Mark Read modal *@
|
||||
@if (!s.IsRead)
|
||||
{
|
||||
<div class="modal fade" id="markReadModal-@s.Id" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<form asp-action="MarkRead" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="id" value="@s.Id" />
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">Mark as Read</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<p class="text-muted small mb-3">Optionally add an internal note before marking this submission as read.</p>
|
||||
<div class="mb-0">
|
||||
<label class="form-label fw-semibold">Admin Note <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<textarea name="adminNotes" class="form-control" rows="3"
|
||||
placeholder="e.g. Replied via email, escalated to billing, resolved…"></textarea>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-success">
|
||||
<i class="bi bi-check2 me-1"></i>Mark as Read
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1,92 +0,0 @@
|
||||
@model PowderCoating.Web.Controllers.CreditMemoCreateVm
|
||||
@{
|
||||
ViewData["Title"] = "Issue Credit Memo";
|
||||
var linkedInvoiceNumber = ViewBag.LinkedInvoiceNumber as string;
|
||||
var customers = ViewBag.Customers as List<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem> ?? new();
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-3">
|
||||
<h4 class="mb-0"><i class="bi bi-journal-minus me-2 text-primary"></i>Issue Credit Memo</h4>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to Credit Memos
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-7">
|
||||
<div class="card">
|
||||
<div class="card-header fw-semibold">Credit Memo Details</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Create" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<asp-validation-summary asp-validation-summary="All" class="alert alert-danger alert-permanent"></asp-validation-summary>
|
||||
|
||||
@if (Model.OriginalInvoiceId.HasValue && !string.IsNullOrEmpty(linkedInvoiceNumber))
|
||||
{
|
||||
<input type="hidden" asp-for="OriginalInvoiceId" />
|
||||
<div class="alert alert-info alert-permanent py-2 mb-3 small">
|
||||
<i class="bi bi-link-45deg me-1"></i>
|
||||
Linked to invoice <strong>@linkedInvoiceNumber</strong>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="CustomerId" class="form-label">Customer <span class="text-danger">*</span></label>
|
||||
<select asp-for="CustomerId" asp-items="customers" class="form-select">
|
||||
<option value="0">— select customer —</option>
|
||||
</select>
|
||||
<span asp-validation-for="CustomerId" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Amount" class="form-label">Credit Amount <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="Amount" type="number" step="0.01" min="0.01"
|
||||
class="form-control" placeholder="0.00" />
|
||||
</div>
|
||||
<span asp-validation-for="Amount" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Reason" class="form-label">Reason <span class="text-danger">*</span></label>
|
||||
<input asp-for="Reason" class="form-control"
|
||||
placeholder="e.g. Price adjustment, billing error, goodwill credit…" />
|
||||
<span asp-validation-for="Reason" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label asp-for="Notes" class="form-label">Internal Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="3"
|
||||
placeholder="Additional context for your records (not shown to customer)"></textarea>
|
||||
<span asp-validation-for="Notes" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<label asp-for="ExpiryDate" class="form-label">
|
||||
Expiry Date
|
||||
<span class="text-muted small ms-1">(optional — leave blank for no expiry)</span>
|
||||
</label>
|
||||
<input asp-for="ExpiryDate" type="date" class="form-control" />
|
||||
<span asp-validation-for="ExpiryDate" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-lg me-1"></i>Issue Credit Memo
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card mt-3 border-0 bg-light">
|
||||
<div class="card-body py-2 small text-muted">
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
Issuing a credit memo immediately adds the amount to the customer's credit balance.
|
||||
You can apply it to one or more open invoices from the Credit Memo Details page.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,307 +0,0 @@
|
||||
@model PowderCoating.Core.Entities.CreditMemo
|
||||
@using PowderCoating.Core.Entities
|
||||
@using PowderCoating.Core.Enums
|
||||
@{
|
||||
ViewData["Title"] = $"Credit Memo {Model.MemoNumber}";
|
||||
var applications = ViewBag.Applications as List<CreditMemoApplication> ?? new();
|
||||
var openInvoices = ViewBag.OpenInvoices as List<Invoice> ?? new();
|
||||
bool canApply = ViewBag.CanApply;
|
||||
|
||||
var (badgeClass, badgeLabel) = Model.Status switch
|
||||
{
|
||||
CreditMemoStatus.Active => ("bg-success-subtle text-success border border-success-subtle", "Active"),
|
||||
CreditMemoStatus.PartiallyApplied => ("bg-warning-subtle text-warning border border-warning-subtle", "Partially Applied"),
|
||||
CreditMemoStatus.FullyApplied => ("bg-secondary-subtle text-secondary border border-secondary-subtle", "Fully Applied"),
|
||||
CreditMemoStatus.Voided => ("bg-danger-subtle text-danger border border-danger-subtle", "Voided"),
|
||||
_ => ("bg-secondary-subtle text-secondary", Model.Status.ToString())
|
||||
};
|
||||
}
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-permanent alert-dismissible fade show">
|
||||
@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent alert-dismissible fade show">
|
||||
@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@* ── Header ────────────────────────────────────────────────────── *@
|
||||
<div class="d-flex justify-content-between align-items-start mb-3">
|
||||
<div>
|
||||
<h4 class="mb-1">
|
||||
<i class="bi bi-journal-minus me-2 text-primary"></i>@Model.MemoNumber
|
||||
<span class="badge @badgeClass ms-2 fs-6">@badgeLabel</span>
|
||||
</h4>
|
||||
<div class="text-muted">
|
||||
Customer: <a asp-controller="Customers" asp-action="Details" asp-route-id="@Model.CustomerId"
|
||||
class="fw-semibold text-decoration-none">
|
||||
@(string.IsNullOrWhiteSpace(Model.Customer?.CompanyName) ? $"{Model.Customer?.ContactFirstName} {Model.Customer?.ContactLastName}".Trim() : Model.Customer.CompanyName)
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
@if (canApply && openInvoices.Any())
|
||||
{
|
||||
<button class="btn btn-primary btn-sm" data-bs-toggle="modal" data-bs-target="#applyModal">
|
||||
<i class="bi bi-check2-circle me-1"></i>Apply to Invoice
|
||||
</button>
|
||||
}
|
||||
@if (Model.Status != CreditMemoStatus.Voided)
|
||||
{
|
||||
<button class="btn btn-outline-danger btn-sm" data-bs-toggle="modal" data-bs-target="#voidModal">
|
||||
<i class="bi bi-x-circle me-1"></i>Void
|
||||
</button>
|
||||
}
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row g-3">
|
||||
@* ── Left: memo details ──────────────────────────────────────── *@
|
||||
<div class="col-lg-5">
|
||||
<div class="card h-100">
|
||||
<div class="card-header fw-semibold">Credit Memo Details</div>
|
||||
<div class="card-body">
|
||||
@* Balance summary *@
|
||||
<div class="row text-center mb-4">
|
||||
<div class="col-4 border-end">
|
||||
<div class="small text-muted">Total Credit</div>
|
||||
<div class="fs-5 fw-bold">@Model.Amount.ToString("C")</div>
|
||||
</div>
|
||||
<div class="col-4 border-end">
|
||||
<div class="small text-muted">Applied</div>
|
||||
<div class="fs-5 fw-bold text-secondary">@Model.AmountApplied.ToString("C")</div>
|
||||
</div>
|
||||
<div class="col-4">
|
||||
<div class="small text-muted">Remaining</div>
|
||||
<div class="fs-5 fw-bold @(Model.RemainingBalance > 0 ? "text-success" : "text-secondary")">
|
||||
@Model.RemainingBalance.ToString("C")
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<dl class="row mb-0 small">
|
||||
<dt class="col-5 text-muted">Issue Date</dt>
|
||||
<dd class="col-7">@Model.IssueDate.ToLocalTime().ToString("MMMM d, yyyy")</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Expiry Date</dt>
|
||||
<dd class="col-7">
|
||||
@if (Model.ExpiryDate.HasValue)
|
||||
{
|
||||
var expired = Model.ExpiryDate.Value < DateTime.UtcNow;
|
||||
<span class="@(expired ? "text-danger fw-semibold" : "")">
|
||||
@Model.ExpiryDate.Value.ToLocalTime().ToString("MMMM d, yyyy")
|
||||
@if (expired) { <small>(Expired)</small> }
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">No expiry</span>
|
||||
}
|
||||
</dd>
|
||||
|
||||
@if (Model.OriginalInvoice != null)
|
||||
{
|
||||
<dt class="col-5 text-muted">Original Invoice</dt>
|
||||
<dd class="col-7">
|
||||
<a asp-controller="Invoices" asp-action="Details" asp-route-id="@Model.OriginalInvoiceId"
|
||||
class="text-decoration-none">@Model.OriginalInvoice.InvoiceNumber</a>
|
||||
</dd>
|
||||
}
|
||||
|
||||
<dt class="col-5 text-muted">Issued By</dt>
|
||||
<dd class="col-7">@(Model.IssuedBy?.FullName ?? "System")</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Reason</dt>
|
||||
<dd class="col-7">@Model.Reason</dd>
|
||||
|
||||
@if (!string.IsNullOrWhiteSpace(Model.Notes))
|
||||
{
|
||||
<dt class="col-5 text-muted">Notes</dt>
|
||||
<dd class="col-7">@Model.Notes</dd>
|
||||
}
|
||||
</dl>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* ── Right: application history ──────────────────────────────── *@
|
||||
<div class="col-lg-7">
|
||||
<div class="card h-100">
|
||||
<div class="card-header fw-semibold d-flex justify-content-between align-items-center">
|
||||
<span>Application History</span>
|
||||
<span class="badge bg-secondary-subtle text-secondary">@applications.Count applied</span>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!applications.Any())
|
||||
{
|
||||
<div class="p-4 text-muted text-center">
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
This credit memo has not been applied to any invoice yet.
|
||||
@if (canApply && openInvoices.Any())
|
||||
{
|
||||
<span>Use <strong>Apply to Invoice</strong> above to apply it.</span>
|
||||
}
|
||||
else if (canApply && !openInvoices.Any())
|
||||
{
|
||||
<span>No open invoices with a balance due for this customer.</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm align-middle mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Invoice</th>
|
||||
<th>Date Applied</th>
|
||||
<th class="text-end">Amount</th>
|
||||
<th>Applied By</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var a in applications)
|
||||
{
|
||||
<tr>
|
||||
<td>
|
||||
<a asp-controller="Invoices" asp-action="Details"
|
||||
asp-route-id="@a.InvoiceId" class="text-decoration-none">
|
||||
@(a.Invoice?.InvoiceNumber ?? $"#{a.InvoiceId}")
|
||||
</a>
|
||||
</td>
|
||||
<td>@a.AppliedDate.ToLocalTime().ToString("MM/dd/yyyy")</td>
|
||||
<td class="text-end fw-semibold text-success">@a.AmountApplied.ToString("C")</td>
|
||||
<td class="small text-muted">@(a.AppliedBy?.FullName ?? "—")</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* ── Apply Modal ─────────────────────────────────────────────── *@
|
||||
@if (canApply)
|
||||
{
|
||||
<div class="modal fade" id="applyModal" tabindex="-1"
|
||||
data-remaining-balance="@Model.RemainingBalance.ToString("F2", System.Globalization.CultureInfo.InvariantCulture)">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<form asp-action="Apply" asp-route-id="@Model.Id" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">Apply Credit to Invoice</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="alert alert-info alert-permanent py-2 small">
|
||||
<strong>Available credit: @Model.RemainingBalance.ToString("C")</strong>
|
||||
</div>
|
||||
|
||||
@if (!openInvoices.Any())
|
||||
{
|
||||
<p class="text-muted">No open invoices with a balance due for this customer.</p>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="mb-3">
|
||||
<label class="form-label">Select Invoice</label>
|
||||
<select name="invoiceId" id="applyInvoiceId" class="form-select" required>
|
||||
<option value="">— choose invoice —</option>
|
||||
@foreach (var inv in openInvoices)
|
||||
{
|
||||
<option value="@inv.Id"
|
||||
data-balance="@inv.BalanceDue.ToString("F2")">
|
||||
@inv.InvoiceNumber — Due @inv.BalanceDue.ToString("C")
|
||||
@if (inv.DueDate.HasValue && inv.DueDate.Value < DateTime.UtcNow)
|
||||
{ <text>(Overdue)</text> }
|
||||
</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label">Amount to Apply</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" name="amount" id="applyAmount"
|
||||
class="form-control" step="0.01" min="0.01"
|
||||
max="@Model.RemainingBalance.ToString("F2")" required />
|
||||
</div>
|
||||
<div id="applyMaxHint" class="form-text text-muted"></div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@if (openInvoices.Any())
|
||||
{
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-primary">Apply Credit</button>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Close</button>
|
||||
</div>
|
||||
}
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@* ── Void Confirm Modal ──────────────────────────────────────── *@
|
||||
@if (Model.Status != CreditMemoStatus.Voided)
|
||||
{
|
||||
<div class="modal fade" id="voidModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<form asp-action="Void" asp-route-id="@Model.Id" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">Void Credit Memo</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<p>Are you sure you want to void <strong>@Model.MemoNumber</strong>?</p>
|
||||
@if (Model.RemainingBalance > 0)
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent py-2">
|
||||
The unapplied balance of <strong>@Model.RemainingBalance.ToString("C")</strong>
|
||||
will be reversed from <strong>@(string.IsNullOrWhiteSpace(Model.Customer?.CompanyName) ? $"{Model.Customer?.ContactFirstName} {Model.Customer?.ContactLastName}".Trim() : Model.Customer?.CompanyName)</strong>'s credit balance.
|
||||
</div>
|
||||
}
|
||||
@if (Model.AmountApplied > 0)
|
||||
{
|
||||
<p class="small text-muted mb-0">
|
||||
The <strong>@Model.AmountApplied.ToString("C")</strong> already applied to invoices
|
||||
will <em>not</em> be reversed.
|
||||
</p>
|
||||
}
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-danger">Void Credit Memo</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/credit-memo.js"></script>
|
||||
}
|
||||
|
||||
@@ -1,166 +0,0 @@
|
||||
@model List<PowderCoating.Core.Entities.CreditMemo>
|
||||
@using PowderCoating.Core.Enums
|
||||
@{
|
||||
ViewData["Title"] = "Credit Memos";
|
||||
var status = ViewBag.Status as string ?? "";
|
||||
var search = ViewBag.Search as string ?? "";
|
||||
int activeCount = ViewBag.ActiveCount;
|
||||
decimal outstanding = ViewBag.OutstandingBalance;
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-3">
|
||||
<h4 class="mb-0"><i class="bi bi-journal-minus me-2 text-primary"></i>Credit Memos</h4>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-lg me-1"></i>Issue Credit Memo
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-permanent alert-dismissible fade show">
|
||||
@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent alert-dismissible fade show">
|
||||
@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@* ── Stats bar ─────────────────────────────────────────────────── *@
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-sm-6 col-lg-3">
|
||||
<div class="card border-0 bg-primary-subtle h-100">
|
||||
<div class="card-body">
|
||||
<div class="text-primary fw-semibold small">Active Memos</div>
|
||||
<div class="fs-3 fw-bold">@activeCount</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-6 col-lg-3">
|
||||
<div class="card border-0 bg-warning-subtle h-100">
|
||||
<div class="card-body">
|
||||
<div class="text-warning fw-semibold small">Outstanding Credit</div>
|
||||
<div class="fs-3 fw-bold">@outstanding.ToString("C")</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-6 col-lg-3">
|
||||
<div class="card border-0 bg-success-subtle h-100">
|
||||
<div class="card-body">
|
||||
<div class="text-success fw-semibold small">Total Memos</div>
|
||||
<div class="fs-3 fw-bold">@Model.Count</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-6 col-lg-3">
|
||||
<div class="card border-0 bg-secondary-subtle h-100">
|
||||
<div class="card-body">
|
||||
<div class="text-secondary fw-semibold small">Total Issued</div>
|
||||
<div class="fs-3 fw-bold">@Model.Sum(m => m.Amount).ToString("C")</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* ── Filters ──────────────────────────────────────────────────── *@
|
||||
<div class="card mb-3">
|
||||
<div class="card-body py-2">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-4">
|
||||
<label class="form-label small mb-1">Search</label>
|
||||
<input name="search" value="@search" class="form-control form-control-sm"
|
||||
placeholder="Customer, memo #, or reason…" />
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label class="form-label small mb-1">Status</label>
|
||||
<select name="status" class="form-select form-select-sm">
|
||||
<option value="" selected="@(status == "")">All Statuses</option>
|
||||
<option value="Active" selected="@(status == "Active")">Active</option>
|
||||
<option value="PartiallyApplied" selected="@(status == "PartiallyApplied")">Partially Applied</option>
|
||||
<option value="FullyApplied" selected="@(status == "FullyApplied")">Fully Applied</option>
|
||||
<option value="Voided" selected="@(status == "Voided")">Voided</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-auto">
|
||||
<button type="submit" class="btn btn-sm btn-primary">Filter</button>
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary ms-1">Clear</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* ── Table ────────────────────────────────────────────────────── *@
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="alert alert-info alert-permanent">No credit memos found.</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="card">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover align-middle mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Memo #</th>
|
||||
<th>Customer</th>
|
||||
<th class="text-end">Amount</th>
|
||||
<th class="text-end">Applied</th>
|
||||
<th class="text-end">Remaining</th>
|
||||
<th>Issue Date</th>
|
||||
<th>Expires</th>
|
||||
<th>Status</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var m in Model)
|
||||
{
|
||||
var rowClass = m.Status == CreditMemoStatus.Voided ? "text-muted" : "";
|
||||
var expired = m.ExpiryDate.HasValue && m.ExpiryDate.Value < DateTime.UtcNow
|
||||
&& m.Status != CreditMemoStatus.FullyApplied
|
||||
&& m.Status != CreditMemoStatus.Voided;
|
||||
<tr class="@rowClass">
|
||||
<td>
|
||||
<a asp-action="Details" asp-route-id="@m.Id" class="fw-semibold text-decoration-none">
|
||||
@m.MemoNumber
|
||||
</a>
|
||||
</td>
|
||||
<td>@(string.IsNullOrWhiteSpace(m.Customer?.CompanyName) ? $"{m.Customer?.ContactFirstName} {m.Customer?.ContactLastName}".Trim() : m.Customer.CompanyName)</td>
|
||||
<td class="text-end">@m.Amount.ToString("C")</td>
|
||||
<td class="text-end">@m.AmountApplied.ToString("C")</td>
|
||||
<td class="text-end @(m.RemainingBalance > 0 && m.Status != CreditMemoStatus.Voided ? "text-success fw-semibold" : "")">
|
||||
@m.RemainingBalance.ToString("C")
|
||||
</td>
|
||||
<td>@m.IssueDate.ToLocalTime().ToString("MM/dd/yyyy")</td>
|
||||
<td class="@(expired ? "text-danger fw-semibold" : "")">
|
||||
@(m.ExpiryDate.HasValue ? m.ExpiryDate.Value.ToLocalTime().ToString("MM/dd/yyyy") : "—")
|
||||
@if (expired) { <small>(Expired)</small> }
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
var (badgeClass, badgeLabel) = m.Status switch
|
||||
{
|
||||
CreditMemoStatus.Active => ("bg-success-subtle text-success", "Active"),
|
||||
CreditMemoStatus.PartiallyApplied => ("bg-warning-subtle text-warning", "Partial"),
|
||||
CreditMemoStatus.FullyApplied => ("bg-secondary-subtle text-secondary", "Applied"),
|
||||
CreditMemoStatus.Voided => ("bg-danger-subtle text-danger", "Voided"),
|
||||
_ => ("bg-secondary-subtle text-secondary", m.Status.ToString())
|
||||
};
|
||||
}
|
||||
<span class="badge @badgeClass">@badgeLabel</span>
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<a asp-action="Details" asp-route-id="@m.Id"
|
||||
class="btn btn-sm btn-outline-primary">Details</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1,473 +0,0 @@
|
||||
@using PowderCoating.Application.DTOs.Job
|
||||
@using PowderCoating.Application.DTOs.Quote
|
||||
@using PowderCoating.Application.DTOs.Common
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Activity - {ViewBag.CustomerName}";
|
||||
ViewData["PageIcon"] = "bi-clock-history";
|
||||
|
||||
var customerId = (int)ViewBag.CustomerId;
|
||||
var customerName = (string)ViewBag.CustomerName;
|
||||
var activeTab = (string)ViewBag.ActiveTab;
|
||||
|
||||
var jobs = (PagedResult<JobListDto>)ViewBag.Jobs;
|
||||
var jobSort = (string)ViewBag.JobSort;
|
||||
var jobDir = (string)ViewBag.JobDir;
|
||||
|
||||
var quotes = (PagedResult<QuoteListDto>)ViewBag.Quotes;
|
||||
var quoteSort = (string)ViewBag.QuoteSort;
|
||||
var quoteDir = (string)ViewBag.QuoteDir;
|
||||
|
||||
// Helper: build a URL that changes only the job sort column/direction
|
||||
string JobSortUrl(string col)
|
||||
{
|
||||
var newDir = jobSort == col && jobDir == "asc" ? "desc" : "asc";
|
||||
return Url.Action("Activity", new
|
||||
{
|
||||
id = customerId,
|
||||
activeTab = "jobs",
|
||||
jobSort = col,
|
||||
jobDir = newDir,
|
||||
jobPage = 1,
|
||||
jobSize = jobs.PageSize,
|
||||
quoteSort,
|
||||
quoteDir,
|
||||
quotePage = quotes.PageNumber,
|
||||
quoteSize = quotes.PageSize
|
||||
})!;
|
||||
}
|
||||
|
||||
string JobSortIcon(string col)
|
||||
{
|
||||
if (jobSort != col) return "bi-arrow-down-up";
|
||||
return jobDir == "asc" ? "bi-arrow-up" : "bi-arrow-down";
|
||||
}
|
||||
|
||||
// Helper: build a URL that changes only the quote sort column/direction
|
||||
string QuoteSortUrl(string col)
|
||||
{
|
||||
var newDir = quoteSort == col && quoteDir == "asc" ? "desc" : "asc";
|
||||
return Url.Action("Activity", new
|
||||
{
|
||||
id = customerId,
|
||||
activeTab = "quotes",
|
||||
jobSort,
|
||||
jobDir,
|
||||
jobPage = jobs.PageNumber,
|
||||
jobSize = jobs.PageSize,
|
||||
quoteSort = col,
|
||||
quoteDir = newDir,
|
||||
quotePage = 1,
|
||||
quoteSize = quotes.PageSize
|
||||
})!;
|
||||
}
|
||||
|
||||
string QuoteSortIcon(string col)
|
||||
{
|
||||
if (quoteSort != col) return "bi-arrow-down-up";
|
||||
return quoteDir == "asc" ? "bi-arrow-up" : "bi-arrow-down";
|
||||
}
|
||||
|
||||
// Helper: build page-change URL for jobs
|
||||
string JobPageUrl(int page)
|
||||
{
|
||||
return Url.Action("Activity", new
|
||||
{
|
||||
id = customerId,
|
||||
activeTab = "jobs",
|
||||
jobSort,
|
||||
jobDir,
|
||||
jobPage = page,
|
||||
jobSize = jobs.PageSize,
|
||||
quoteSort,
|
||||
quoteDir,
|
||||
quotePage = quotes.PageNumber,
|
||||
quoteSize = quotes.PageSize
|
||||
})!;
|
||||
}
|
||||
|
||||
// Helper: build page-change URL for quotes
|
||||
string QuotePageUrl(int page)
|
||||
{
|
||||
return Url.Action("Activity", new
|
||||
{
|
||||
id = customerId,
|
||||
activeTab = "quotes",
|
||||
jobSort,
|
||||
jobDir,
|
||||
jobPage = jobs.PageNumber,
|
||||
jobSize = jobs.PageSize,
|
||||
quoteSort,
|
||||
quoteDir,
|
||||
quotePage = page,
|
||||
quoteSize = quotes.PageSize
|
||||
})!;
|
||||
}
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end gap-2 mb-4">
|
||||
<a asp-controller="Jobs" asp-action="Create" asp-route-customerId="@customerId" class="btn btn-success">
|
||||
<i class="bi bi-plus-circle me-2"></i>New Job
|
||||
</a>
|
||||
<a asp-controller="Quotes" asp-action="Create" asp-route-customerId="@customerId" class="btn btn-outline-primary">
|
||||
<i class="bi bi-file-text me-2"></i>New Quote
|
||||
</a>
|
||||
<a asp-action="Details" asp-route-id="@customerId" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to Customer
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Summary Badges -->
|
||||
<div class="d-flex gap-3 mb-4">
|
||||
<span class="badge bg-primary bg-opacity-10 text-primary fs-6 px-3 py-2">
|
||||
<i class="bi bi-briefcase me-2"></i>@jobs.TotalCount Job@(jobs.TotalCount == 1 ? "" : "s")
|
||||
</span>
|
||||
<span class="badge bg-info bg-opacity-10 text-info fs-6 px-3 py-2">
|
||||
<i class="bi bi-file-text me-2"></i>@quotes.TotalCount Quote@(quotes.TotalCount == 1 ? "" : "s")
|
||||
</span>
|
||||
</div>
|
||||
|
||||
<!-- Tabs -->
|
||||
<ul class="nav nav-tabs mb-0" id="activityTabs" role="tablist">
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link @(activeTab == "jobs" ? "active" : "")" id="jobs-tab"
|
||||
data-bs-toggle="tab" data-bs-target="#jobs-panel"
|
||||
type="button" role="tab">
|
||||
<i class="bi bi-briefcase me-2"></i>Jobs
|
||||
<span class="badge bg-secondary ms-1">@jobs.TotalCount</span>
|
||||
</button>
|
||||
</li>
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link @(activeTab == "quotes" ? "active" : "")" id="quotes-tab"
|
||||
data-bs-toggle="tab" data-bs-target="#quotes-panel"
|
||||
type="button" role="tab">
|
||||
<i class="bi bi-file-text me-2"></i>Quotes
|
||||
<span class="badge bg-secondary ms-1">@quotes.TotalCount</span>
|
||||
</button>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<div class="tab-content" id="activityTabContent">
|
||||
|
||||
<!-- ===== JOBS TAB ===== -->
|
||||
<div class="tab-pane fade @(activeTab == "jobs" ? "show active" : "")" id="jobs-panel" role="tabpanel">
|
||||
<div class="card border-0 shadow-sm border-top-0" style="border-top-left-radius:0; border-top-right-radius:0;">
|
||||
<div class="card-body p-0">
|
||||
@if (!jobs.Items.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No jobs found</h5>
|
||||
<p class="text-muted mb-4">This customer has no jobs yet</p>
|
||||
<a asp-controller="Jobs" asp-action="Create" asp-route-customerId="@customerId" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Create First Job
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="ps-4">
|
||||
<a href="@JobSortUrl("JobNumber")" class="text-decoration-none" style="color:inherit">
|
||||
Job Number <i class="bi @JobSortIcon("JobNumber")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>Description</th>
|
||||
<th>
|
||||
<a href="@JobSortUrl("Status")" class="text-decoration-none" style="color:inherit">
|
||||
Status <i class="bi @JobSortIcon("Status")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@JobSortUrl("Priority")" class="text-decoration-none" style="color:inherit">
|
||||
Priority <i class="bi @JobSortIcon("Priority")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@JobSortUrl("DueDate")" class="text-decoration-none" style="color:inherit">
|
||||
Due Date <i class="bi @JobSortIcon("DueDate")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@JobSortUrl("FinalPrice")" class="text-decoration-none" style="color:inherit">
|
||||
Price <i class="bi @JobSortIcon("FinalPrice")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@JobSortUrl("CreatedAt")" class="text-decoration-none" style="color:inherit">
|
||||
Created <i class="bi @JobSortIcon("CreatedAt")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th class="text-end pe-4">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var job in jobs.Items)
|
||||
{
|
||||
<tr style="cursor:pointer;" onclick="window.location.href='@Url.Action("Details", "Jobs", new { id = job.Id })'">
|
||||
<td class="ps-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<div class="rounded-circle d-flex align-items-center justify-content-center"
|
||||
style="width:38px;height:38px;background:linear-gradient(135deg,#667eea 0%,#764ba2 100%);color:white;">
|
||||
<i class="bi bi-briefcase"></i>
|
||||
</div>
|
||||
<span class="fw-semibold">@job.JobNumber</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="text-truncate" style="max-width:220px;">@job.Description</td>
|
||||
<td>
|
||||
<span class="badge bg-@job.StatusColorClass bg-opacity-10 text-@job.StatusColorClass">
|
||||
@job.StatusDisplayName
|
||||
</span>
|
||||
</td>
|
||||
<td>
|
||||
<span class="badge bg-@job.PriorityColorClass">@job.PriorityDisplayName</span>
|
||||
</td>
|
||||
<td>
|
||||
@if (job.DueDate.HasValue)
|
||||
{
|
||||
var overdue = job.DueDate.Value < DateTime.Now
|
||||
&& job.StatusCode != "COMPLETED"
|
||||
&& job.StatusCode != "DELIVERED";
|
||||
<span class="@(overdue ? "text-danger fw-semibold" : "")">
|
||||
@job.DueDate.Value.ToString("MMM dd, yyyy")
|
||||
@if (overdue) { <i class="bi bi-exclamation-triangle ms-1"></i> }
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="fw-semibold">@job.FinalPrice.ToString("C")</td>
|
||||
<td class="text-muted small">@job.CreatedAt.ToString("MMM dd, yyyy")</td>
|
||||
<td class="text-end pe-4" onclick="event.stopPropagation()">
|
||||
<div class="btn-group btn-group-sm">
|
||||
<a asp-controller="Jobs" asp-action="Details" asp-route-id="@job.Id"
|
||||
class="btn btn-outline-primary" title="View">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-controller="Jobs" asp-action="Edit" asp-route-id="@job.Id"
|
||||
class="btn btn-outline-warning" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Jobs Pagination -->
|
||||
@if (jobs.TotalPages > 1)
|
||||
{
|
||||
<div class="card-footer bg-transparent d-flex justify-content-between align-items-center py-3 px-4">
|
||||
<div class="text-muted small">
|
||||
Showing @jobs.StartIndex–@jobs.EndIndex of @jobs.TotalCount jobs
|
||||
</div>
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<span class="text-muted small me-1">Rows:</span>
|
||||
@foreach (var sz in new[] { 10, 25, 50 })
|
||||
{
|
||||
var szUrl = Url.Action("Activity", new
|
||||
{
|
||||
id = customerId, activeTab = "jobs",
|
||||
jobSort, jobDir, jobPage = 1, jobSize = sz,
|
||||
quoteSort, quoteDir, quotePage = quotes.PageNumber, quoteSize = quotes.PageSize
|
||||
});
|
||||
<a href="@szUrl" class="btn btn-sm @(jobs.PageSize == sz ? "btn-primary" : "btn-outline-secondary")">@sz</a>
|
||||
}
|
||||
</div>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
<li class="page-item @(jobs.PageNumber == 1 ? "disabled" : "")">
|
||||
<a class="page-link" href="@JobPageUrl(jobs.PageNumber - 1)">
|
||||
<i class="bi bi-chevron-left"></i>
|
||||
</a>
|
||||
</li>
|
||||
@for (var p = Math.Max(1, jobs.PageNumber - 2); p <= Math.Min(jobs.TotalPages, jobs.PageNumber + 2); p++)
|
||||
{
|
||||
<li class="page-item @(p == jobs.PageNumber ? "active" : "")">
|
||||
<a class="page-link" href="@JobPageUrl(p)">@p</a>
|
||||
</li>
|
||||
}
|
||||
<li class="page-item @(jobs.PageNumber == jobs.TotalPages ? "disabled" : "")">
|
||||
<a class="page-link" href="@JobPageUrl(jobs.PageNumber + 1)">
|
||||
<i class="bi bi-chevron-right"></i>
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- ===== QUOTES TAB ===== -->
|
||||
<div class="tab-pane fade @(activeTab == "quotes" ? "show active" : "")" id="quotes-panel" role="tabpanel">
|
||||
<div class="card border-0 shadow-sm border-top-0" style="border-top-left-radius:0; border-top-right-radius:0;">
|
||||
<div class="card-body p-0">
|
||||
@if (!quotes.Items.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-file-text" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No quotes found</h5>
|
||||
<p class="text-muted mb-4">This customer has no quotes yet</p>
|
||||
<a asp-controller="Quotes" asp-action="Create" asp-route-customerId="@customerId" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Create First Quote
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="ps-4">
|
||||
<a href="@QuoteSortUrl("QuoteNumber")" class="text-decoration-none" style="color:inherit">
|
||||
Quote # <i class="bi @QuoteSortIcon("QuoteNumber")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@QuoteSortUrl("Status")" class="text-decoration-none" style="color:inherit">
|
||||
Status <i class="bi @QuoteSortIcon("Status")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@QuoteSortUrl("QuoteDate")" class="text-decoration-none" style="color:inherit">
|
||||
Quote Date <i class="bi @QuoteSortIcon("QuoteDate")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@QuoteSortUrl("Expiration")" class="text-decoration-none" style="color:inherit">
|
||||
Expires <i class="bi @QuoteSortIcon("Expiration")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th>
|
||||
<a href="@QuoteSortUrl("Total")" class="text-decoration-none" style="color:inherit">
|
||||
Total <i class="bi @QuoteSortIcon("Total")"></i>
|
||||
</a>
|
||||
</th>
|
||||
<th class="text-end pe-4">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var quote in quotes.Items)
|
||||
{
|
||||
<tr style="cursor:pointer;" onclick="window.location.href='@Url.Action("Details", "Quotes", new { id = quote.Id })'">
|
||||
<td class="ps-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<div class="rounded-circle d-flex align-items-center justify-content-center"
|
||||
style="width:38px;height:38px;background:linear-gradient(135deg,#11998e 0%,#38ef7d 100%);color:white;">
|
||||
<i class="bi bi-file-text"></i>
|
||||
</div>
|
||||
<span class="fw-semibold">@quote.QuoteNumber</span>
|
||||
</div>
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
var isExpired = quote.IsExpired;
|
||||
}
|
||||
@if (isExpired)
|
||||
{
|
||||
<span class="badge bg-danger bg-opacity-10 text-danger">Expired</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-@quote.StatusColorClass bg-opacity-10 text-@quote.StatusColorClass">
|
||||
@quote.StatusDisplayName
|
||||
</span>
|
||||
}
|
||||
</td>
|
||||
<td>@quote.QuoteDate.ToString("MMM dd, yyyy")</td>
|
||||
<td>
|
||||
@if (quote.ExpirationDate.HasValue)
|
||||
{
|
||||
<span class="@(isExpired ? "text-danger fw-semibold" : "")">
|
||||
@quote.ExpirationDate.Value.ToString("MMM dd, yyyy")
|
||||
@if (isExpired) { <i class="bi bi-exclamation-triangle ms-1"></i> }
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="fw-semibold">@quote.Total.ToString("C")</td>
|
||||
<td class="text-end pe-4" onclick="event.stopPropagation()">
|
||||
<div class="btn-group btn-group-sm">
|
||||
<a asp-controller="Quotes" asp-action="Details" asp-route-id="@quote.Id"
|
||||
class="btn btn-outline-primary" title="View">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-controller="Quotes" asp-action="Edit" asp-route-id="@quote.Id"
|
||||
class="btn btn-outline-warning" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Quotes Pagination -->
|
||||
@if (quotes.TotalPages > 1)
|
||||
{
|
||||
<div class="card-footer bg-transparent d-flex justify-content-between align-items-center py-3 px-4">
|
||||
<div class="text-muted small">
|
||||
Showing @quotes.StartIndex–@quotes.EndIndex of @quotes.TotalCount quotes
|
||||
</div>
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<span class="text-muted small me-1">Rows:</span>
|
||||
@foreach (var sz in new[] { 10, 25, 50 })
|
||||
{
|
||||
var szUrl = Url.Action("Activity", new
|
||||
{
|
||||
id = customerId, activeTab = "quotes",
|
||||
jobSort, jobDir, jobPage = jobs.PageNumber, jobSize = jobs.PageSize,
|
||||
quoteSort, quoteDir, quotePage = 1, quoteSize = sz
|
||||
});
|
||||
<a href="@szUrl" class="btn btn-sm @(quotes.PageSize == sz ? "btn-primary" : "btn-outline-secondary")">@sz</a>
|
||||
}
|
||||
</div>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
<li class="page-item @(quotes.PageNumber == 1 ? "disabled" : "")">
|
||||
<a class="page-link" href="@QuotePageUrl(quotes.PageNumber - 1)">
|
||||
<i class="bi bi-chevron-left"></i>
|
||||
</a>
|
||||
</li>
|
||||
@for (var p = Math.Max(1, quotes.PageNumber - 2); p <= Math.Min(quotes.TotalPages, quotes.PageNumber + 2); p++)
|
||||
{
|
||||
<li class="page-item @(p == quotes.PageNumber ? "active" : "")">
|
||||
<a class="page-link" href="@QuotePageUrl(p)">@p</a>
|
||||
</li>
|
||||
}
|
||||
<li class="page-item @(quotes.PageNumber == quotes.TotalPages ? "disabled" : "")">
|
||||
<a class="page-link" href="@QuotePageUrl(quotes.PageNumber + 1)">
|
||||
<i class="bi bi-chevron-right"></i>
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
@@ -1,384 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Customer.CreateCustomerDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Add New Customer";
|
||||
ViewData["PageIcon"] = "bi-person-plus";
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-10">
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to List
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body p-4">
|
||||
<form asp-action="Create" method="post">
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<!-- Company Information Section -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0"><i class="bi bi-building me-2 text-primary"></i>Company Information</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Company Information"
|
||||
data-bs-content="Company Name is used on quotes, invoices, and correspondence. Leave it blank for individual (non-business) customers. Customer Type controls which features are available — Commercial customers get payment terms, credit limits, and pricing tier discounts; Individual customers are for simpler one-off work.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-8">
|
||||
<label asp-for="CompanyName" class="form-label">Company Name</label>
|
||||
<input asp-for="CompanyName" class="form-control" placeholder="Enter company name" />
|
||||
<span asp-validation-for="CompanyName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="IsCommercial" class="form-label">Customer Type
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Customer Type"
|
||||
data-bs-content="Commercial: businesses with ongoing work, purchase orders, and invoicing. Individual: walk-in customers or one-off jobs. This affects which fields are shown and whether pricing tier discounts apply.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</label>
|
||||
<select asp-for="IsCommercial" class="form-select">
|
||||
<option value="false">Individual</option>
|
||||
<option value="true">Commercial</option>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Contact Information Section -->
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person me-2 text-primary"></i>Contact Information
|
||||
</h5>
|
||||
<div class="alert alert-info alert-permanent py-2 px-3 mb-3" style="font-size:.875rem;">
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
<strong>Required:</strong> At least one of Company Name, First Name, or Last Name — and at least one of Email, Phone, or Mobile Phone.
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="ContactFirstName" class="form-label">First Name <span class="text-muted fw-normal">(required if no company name)</span></label>
|
||||
<input asp-for="ContactFirstName" class="form-control" placeholder="Enter first name" />
|
||||
<span asp-validation-for="ContactFirstName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="ContactLastName" class="form-label">Last Name</label>
|
||||
<input asp-for="ContactLastName" class="form-control" placeholder="Enter last name" />
|
||||
<span asp-validation-for="ContactLastName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Email" class="form-label">Email <span class="text-danger">*</span> <span class="text-muted fw-normal">(required if no phone number)</span></label>
|
||||
<input asp-for="Email" type="email" multiple class="form-control" placeholder="name@example.com (comma-separate multiple)" />
|
||||
<span asp-validation-for="Email" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="Phone" class="form-label">Phone <span class="text-danger">*</span> <span class="text-muted fw-normal">(required if no email)</span></label>
|
||||
<input asp-for="Phone" type="tel" class="form-control" placeholder="(555) 123-4567" />
|
||||
<span asp-validation-for="Phone" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="MobilePhone" class="form-label">Mobile Phone</label>
|
||||
<input asp-for="MobilePhone" type="tel" class="form-control" placeholder="(555) 123-4567" />
|
||||
<span asp-validation-for="MobilePhone" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6" id="billingEmailRow" style="display:none;">
|
||||
<label asp-for="BillingEmail" class="form-label">Billing / Accounting Email
|
||||
<span class="text-muted fw-normal">(invoices sent here)</span>
|
||||
</label>
|
||||
<input asp-for="BillingEmail" type="email" multiple class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
|
||||
<span asp-validation-for="BillingEmail" class="text-danger"></span>
|
||||
<div class="form-text">When set, invoices are emailed here instead of the contact email.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Address Section -->
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-geo-alt me-2 text-primary"></i>Address
|
||||
</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label asp-for="Address" class="form-label">Street Address</label>
|
||||
<input asp-for="Address" class="form-control" placeholder="Enter street address" />
|
||||
<span asp-validation-for="Address" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-5">
|
||||
<label asp-for="City" class="form-label">City</label>
|
||||
<input asp-for="City" class="form-control" placeholder="Enter city" />
|
||||
<span asp-validation-for="City" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="State" class="form-label">State</label>
|
||||
<input asp-for="State" class="form-control" placeholder="Enter state" />
|
||||
<span asp-validation-for="State" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<label asp-for="ZipCode" class="form-label">Zip Code</label>
|
||||
<input asp-for="ZipCode" class="form-control" placeholder="12345" />
|
||||
<span asp-validation-for="ZipCode" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<label asp-for="Country" class="form-label">Country</label>
|
||||
<select asp-for="Country" class="form-select">
|
||||
<option value="">-- Select --</option>
|
||||
<option value="USA">USA</option>
|
||||
<option value="Canada">Canada</option>
|
||||
<option value="Mexico">Mexico</option>
|
||||
<option value="Afghanistan">Afghanistan</option>
|
||||
<option value="Albania">Albania</option>
|
||||
<option value="Algeria">Algeria</option>
|
||||
<option value="Argentina">Argentina</option>
|
||||
<option value="Australia">Australia</option>
|
||||
<option value="Austria">Austria</option>
|
||||
<option value="Bangladesh">Bangladesh</option>
|
||||
<option value="Belgium">Belgium</option>
|
||||
<option value="Bolivia">Bolivia</option>
|
||||
<option value="Brazil">Brazil</option>
|
||||
<option value="Chile">Chile</option>
|
||||
<option value="China">China</option>
|
||||
<option value="Colombia">Colombia</option>
|
||||
<option value="Costa Rica">Costa Rica</option>
|
||||
<option value="Croatia">Croatia</option>
|
||||
<option value="Czech Republic">Czech Republic</option>
|
||||
<option value="Denmark">Denmark</option>
|
||||
<option value="Dominican Republic">Dominican Republic</option>
|
||||
<option value="Ecuador">Ecuador</option>
|
||||
<option value="Egypt">Egypt</option>
|
||||
<option value="El Salvador">El Salvador</option>
|
||||
<option value="Finland">Finland</option>
|
||||
<option value="France">France</option>
|
||||
<option value="Germany">Germany</option>
|
||||
<option value="Ghana">Ghana</option>
|
||||
<option value="Greece">Greece</option>
|
||||
<option value="Guatemala">Guatemala</option>
|
||||
<option value="Honduras">Honduras</option>
|
||||
<option value="Hungary">Hungary</option>
|
||||
<option value="India">India</option>
|
||||
<option value="Indonesia">Indonesia</option>
|
||||
<option value="Iran">Iran</option>
|
||||
<option value="Iraq">Iraq</option>
|
||||
<option value="Ireland">Ireland</option>
|
||||
<option value="Israel">Israel</option>
|
||||
<option value="Italy">Italy</option>
|
||||
<option value="Japan">Japan</option>
|
||||
<option value="Jordan">Jordan</option>
|
||||
<option value="Kazakhstan">Kazakhstan</option>
|
||||
<option value="Kenya">Kenya</option>
|
||||
<option value="South Korea">South Korea</option>
|
||||
<option value="Kuwait">Kuwait</option>
|
||||
<option value="Malaysia">Malaysia</option>
|
||||
<option value="Netherlands">Netherlands</option>
|
||||
<option value="New Zealand">New Zealand</option>
|
||||
<option value="Nicaragua">Nicaragua</option>
|
||||
<option value="Nigeria">Nigeria</option>
|
||||
<option value="Norway">Norway</option>
|
||||
<option value="Pakistan">Pakistan</option>
|
||||
<option value="Panama">Panama</option>
|
||||
<option value="Paraguay">Paraguay</option>
|
||||
<option value="Peru">Peru</option>
|
||||
<option value="Philippines">Philippines</option>
|
||||
<option value="Poland">Poland</option>
|
||||
<option value="Portugal">Portugal</option>
|
||||
<option value="Puerto Rico">Puerto Rico</option>
|
||||
<option value="Romania">Romania</option>
|
||||
<option value="Russia">Russia</option>
|
||||
<option value="Saudi Arabia">Saudi Arabia</option>
|
||||
<option value="South Africa">South Africa</option>
|
||||
<option value="Spain">Spain</option>
|
||||
<option value="Sweden">Sweden</option>
|
||||
<option value="Switzerland">Switzerland</option>
|
||||
<option value="Taiwan">Taiwan</option>
|
||||
<option value="Thailand">Thailand</option>
|
||||
<option value="Turkey">Turkey</option>
|
||||
<option value="Ukraine">Ukraine</option>
|
||||
<option value="United Arab Emirates">United Arab Emirates</option>
|
||||
<option value="United Kingdom">United Kingdom</option>
|
||||
<option value="Uruguay">Uruguay</option>
|
||||
<option value="Venezuela">Venezuela</option>
|
||||
<option value="Vietnam">Vietnam</option>
|
||||
</select>
|
||||
<span asp-validation-for="Country" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Business Information Section -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0"><i class="bi bi-briefcase me-2 text-primary"></i>Business Information</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Business Information"
|
||||
data-bs-content="These fields govern billing and compliance. Payment Terms sets the default for invoices (e.g., Net 30 = payment due within 30 days). Credit Limit is a soft cap on outstanding balance — the system will warn when exceeded. Tax Exempt removes tax from all invoices for this customer (upload the exemption certificate on the Edit page).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="TaxId" class="form-label">Tax ID / EIN</label>
|
||||
<input asp-for="TaxId" class="form-control" placeholder="Enter tax ID" />
|
||||
<span asp-validation-for="TaxId" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="PaymentTerms" class="form-label mb-0">Payment Terms</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Payment Terms"
|
||||
data-bs-content="Sets the default due date on invoices for this customer. 'Net 30' means payment is due 30 days after the invoice date. This is a default — you can override it on individual invoices.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="PaymentTerms" class="form-select">
|
||||
<option value="">Select payment terms</option>
|
||||
<option value="Net 15">Net 15</option>
|
||||
<option value="Net 30">Net 30</option>
|
||||
<option value="Net 45">Net 45</option>
|
||||
<option value="Net 60">Net 60</option>
|
||||
<option value="Due on Receipt">Due on Receipt</option>
|
||||
<option value="Cash on Delivery">Cash on Delivery</option>
|
||||
</select>
|
||||
<span asp-validation-for="PaymentTerms" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="PricingTierId" class="form-label">Pricing Tier</label>
|
||||
<select asp-for="PricingTierId" asp-items="ViewBag.PricingTiers" class="form-select">
|
||||
<option value="">— No tier —</option>
|
||||
</select>
|
||||
<small class="text-muted">Applies a discount to all quotes for this customer.</small>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="CreditLimit" class="form-label mb-0">Credit Limit</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Credit Limit"
|
||||
data-bs-content="The maximum outstanding balance you'll extend to this customer before requiring payment. Set to $0 to allow unlimited credit or to require payment upfront. The system will warn (but not block) when the balance exceeds this limit.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="CreditLimit" type="number" step="0.01" min="0" value="0" class="form-control" placeholder="0.00" />
|
||||
</div>
|
||||
<span asp-validation-for="CreditLimit" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row g-3 mt-2">
|
||||
<div class="col-md-6">
|
||||
<div class="form-check form-switch">
|
||||
<input asp-for="IsTaxExempt" class="form-check-input" type="checkbox" />
|
||||
<label asp-for="IsTaxExempt" class="form-check-label">Tax Exempt Customer</label>
|
||||
</div>
|
||||
<small class="text-muted">Check this box if the customer is tax exempt</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notes Section -->
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-journal-text me-2 text-primary"></i>Notes
|
||||
</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label asp-for="GeneralNotes" class="form-label">General Notes</label>
|
||||
<textarea asp-for="GeneralNotes" class="form-control" rows="4" placeholder="Enter any additional notes about this customer"></textarea>
|
||||
<span asp-validation-for="GeneralNotes" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notification Preferences -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0"><i class="bi bi-bell me-2 text-primary"></i>Notification Preferences</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Notification Preferences"
|
||||
data-bs-content="Controls when the customer receives automatic updates. Email notifications send status change alerts (e.g., job ready for pickup) to the customer's email address. SMS requires separate TCPA consent and a mobile phone number.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<!-- Email -->
|
||||
<div class="col-md-6">
|
||||
<div class="form-check form-switch">
|
||||
<input asp-for="NotifyByEmail" class="form-check-input" type="checkbox" role="switch" />
|
||||
<label asp-for="NotifyByEmail" class="form-check-label">
|
||||
<i class="bi bi-envelope me-1"></i>Email Notifications
|
||||
</label>
|
||||
<div class="form-text">Receive quote and job status updates by email.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (ViewBag.SmsEnabled == true)
|
||||
{
|
||||
<!-- SMS Consent (TCPA compliance) -->
|
||||
<div class="mt-3">
|
||||
<div class="card border-warning">
|
||||
<div class="card-header bg-warning-subtle text-warning-emphasis d-flex align-items-center gap-2 py-2">
|
||||
<i class="bi bi-shield-exclamation fs-5"></i>
|
||||
<span class="fw-semibold">SMS Consent Requirement (TCPA)</span>
|
||||
<span class="badge bg-warning text-dark ms-auto">Required before enabling SMS</span>
|
||||
</div>
|
||||
<div class="card-body pb-2">
|
||||
<p class="mb-2">
|
||||
Federal law (TCPA) requires <strong>explicit prior written or verbal consent</strong> before sending SMS messages to a customer.
|
||||
Before enabling SMS notifications, you must:
|
||||
</p>
|
||||
<ol class="mb-2 ps-3">
|
||||
<li>Inform the customer they will receive automated text messages for job updates and pickup alerts.</li>
|
||||
<li>Inform them that message and data rates may apply.</li>
|
||||
<li>Explain they can reply <strong>STOP</strong> at any time to opt out.</li>
|
||||
<li>Obtain their clear verbal or written agreement.</li>
|
||||
</ol>
|
||||
<p class="mb-2 small text-muted">
|
||||
Only check the box below <strong>after</strong> the customer has given consent.
|
||||
A confirmation text will be sent automatically to verify enrollment.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card border-secondary bg-body-secondary p-3">
|
||||
<div class="form-check">
|
||||
<input asp-for="SmsConsentGranted" class="form-check-input" type="checkbox" id="SmsConsentGranted" />
|
||||
<label class="form-check-label fw-semibold" for="SmsConsentGranted">
|
||||
<i class="bi bi-shield-check me-1 text-success"></i>
|
||||
Customer has verbally consented to receive SMS notifications
|
||||
</label>
|
||||
<div class="form-text">
|
||||
Checking this box records consent on behalf of the customer and triggers a confirmation text.
|
||||
A mobile phone number must be entered above.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Form Actions -->
|
||||
<div class="d-flex gap-2 justify-content-end pt-3 border-top">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary px-4">Cancel</a>
|
||||
<button type="submit" class="btn btn-primary px-4">
|
||||
<i class="bi bi-check-circle me-2"></i>Create Customer
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
<script src="~/js/customer-billing-email.js"></script>
|
||||
}
|
||||
|
||||
@@ -1,318 +0,0 @@
|
||||
@model PagedResult<PowderCoating.Application.DTOs.Customer.CustomerListDto>
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Customers";
|
||||
ViewData["PageIcon"] = "bi-people";
|
||||
ViewData["PageHelpTitle"] = "Customers";
|
||||
ViewData["PageHelpContent"] = "Customers are companies or individuals who bring in work. Commercial customers get business features like payment terms, credit limits, and pricing tier discounts. Individual customers are typically walk-in or one-off jobs. Balance shown here is the total outstanding across all unpaid invoices.";
|
||||
}
|
||||
|
||||
<div class="pcl-metric-strip">
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "TOTAL", Value: Model.TotalCount.ToString(), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "ACTIVE", Value: Model.Items.Count(c => c.IsActive).ToString(), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "COMMERCIAL", Value: Model.Items.Count(c => c.IsCommercial).ToString(), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "TOTAL BALANCE", Value: Model.Items.Sum(c => c.CurrentBalance).ToString("C0"), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Customers Table Card -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<div class="d-flex flex-column flex-lg-row justify-content-between align-items-start align-items-lg-center gap-3">
|
||||
<div class="d-flex flex-column flex-sm-row gap-2 w-100 w-lg-auto">
|
||||
<form method="get" class="d-flex flex-column flex-sm-row gap-2 flex-grow-1 flex-lg-grow-0">
|
||||
<div class="input-group" style="max-width: 350px; min-width: 200px;">
|
||||
<span class="input-group-text bg-white border-end-0">
|
||||
<i class="bi bi-search text-muted"></i>
|
||||
</span>
|
||||
<input type="text" name="searchTerm" class="form-control border-start-0"
|
||||
placeholder="Search customers..." value="@ViewBag.SearchTerm">
|
||||
</div>
|
||||
<button type="submit" class="btn btn-primary"><i class="bi bi-search"></i></button>
|
||||
@if (!string.IsNullOrEmpty(ViewBag.SearchTerm))
|
||||
{
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Clear</a>
|
||||
}
|
||||
</form>
|
||||
<a asp-action="Create" class="btn btn-primary text-nowrap">
|
||||
<i class="bi bi-plus-circle me-2"></i>
|
||||
<span class="d-none d-sm-inline">Add Customer</span>
|
||||
<span class="d-inline d-sm-none">Add</span>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No customers found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first customer</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Customer
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th sortable="CompanyName" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection" class="ps-4">Company</th>
|
||||
<th sortable="ContactName" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Contact</th>
|
||||
<th sortable="Email" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Email</th>
|
||||
<th sortable="Phone" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Phone</th>
|
||||
<th>Type</th>
|
||||
<th sortable="CurrentBalance" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Balance</th>
|
||||
<th sortable="IsActive" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Status</th>
|
||||
<th>Notifications</th>
|
||||
<th class="text-end pe-4">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="customerTable">
|
||||
@foreach (var customer in Model.Items)
|
||||
{
|
||||
<tr class="customer-row" data-customer-id="@customer.Id" style="cursor: pointer;">
|
||||
<td class="ps-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<div class="rounded-circle d-flex align-items-center justify-content-center"
|
||||
style="width: 40px; height: 40px; background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); color: white; font-weight: 600;">
|
||||
@{
|
||||
var initial = "?";
|
||||
if (!string.IsNullOrEmpty(customer.CompanyName) && customer.CompanyName.Length > 0)
|
||||
{
|
||||
initial = customer.CompanyName.Substring(0, 1).ToUpper();
|
||||
}
|
||||
else if (!string.IsNullOrEmpty(customer.ContactName) && customer.ContactName.Length > 0)
|
||||
{
|
||||
initial = customer.ContactName.Substring(0, 1).ToUpper();
|
||||
}
|
||||
}
|
||||
@initial
|
||||
</div>
|
||||
<div>
|
||||
<div class="fw-semibold">@(string.IsNullOrEmpty(customer.CompanyName) ? customer.ContactName ?? "Individual Customer" : customer.CompanyName)</div>
|
||||
@if (customer.LastContactDate.HasValue)
|
||||
{
|
||||
<small class="text-muted">Last contact: @customer.LastContactDate.Value.ToString("MMM dd, yyyy")</small>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(customer.ContactName))
|
||||
{
|
||||
<span>@customer.ContactName</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(customer.Email))
|
||||
{
|
||||
<a href="mailto:@customer.Email" class="text-decoration-none">
|
||||
<i class="bi bi-envelope me-1"></i>@customer.Email
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(customer.Phone))
|
||||
{
|
||||
<a href="tel:@customer.Phone" class="text-decoration-none">
|
||||
<i class="bi bi-telephone me-1"></i>@customer.Phone
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@await Html.PartialAsync("_StatusChip", (Kind: customer.IsCommercial ? "cool" : "neutral", Text: customer.IsCommercial ? "Commercial" : "Individual"))
|
||||
</td>
|
||||
<td>
|
||||
<span class="@(customer.CurrentBalance > 0 ? "text-danger fw-semibold" : "text-success")">
|
||||
@customer.CurrentBalance.ToString("C")
|
||||
</span>
|
||||
</td>
|
||||
<td>
|
||||
@await Html.PartialAsync("_StatusChip", (Kind: StatusChipHelper.Active(customer.IsActive), Text: customer.IsActive ? "Active" : "Inactive"))
|
||||
</td>
|
||||
<td>
|
||||
<span title="@(customer.NotifyByEmail ? "Email notifications on" : "Email notifications off")">
|
||||
<i class="bi @(customer.NotifyByEmail ? "bi-envelope-fill text-success" : "bi-envelope-slash text-secondary opacity-50")"></i>
|
||||
</span>
|
||||
<span class="ms-2" title="@(customer.NotifyBySms ? "SMS notifications on" : "SMS notifications off")">
|
||||
<i class="bi @(customer.NotifyBySms ? "bi-chat-fill text-success" : "bi-chat-slash text-secondary opacity-50")"></i>
|
||||
</span>
|
||||
</td>
|
||||
<td class="text-end pe-4">
|
||||
<div class="btn-group btn-group-sm">
|
||||
<a asp-action="Details" asp-route-id="@customer.Id" class="btn btn-outline-primary" title="View Details">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-action="Edit" asp-route-id="@customer.Id" class="btn btn-outline-warning" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<a asp-action="Delete" asp-route-id="@customer.Id" class="btn btn-outline-danger" title="Delete">
|
||||
<i class="bi bi-trash"></i>
|
||||
</a>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile Card View -->
|
||||
<div class="mobile-card-view">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No customers found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first customer</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Customer
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var customer in Model.Items)
|
||||
{
|
||||
<div class="mobile-data-card"
|
||||
data-id="@customer.Id"
|
||||
onclick="window.location.href='@Url.Action("Details", new { id = customer.Id })'">
|
||||
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon" style="background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);">
|
||||
<i class="bi bi-@(customer.IsCommercial ? "building" : "person")"></i>
|
||||
</div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@(string.IsNullOrEmpty(customer.CompanyName) ? customer.ContactName ?? "Individual Customer" : customer.CompanyName)</h6>
|
||||
<small>@customer.Email</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mobile-card-body">
|
||||
@if (!string.IsNullOrEmpty(customer.ContactName))
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Contact</span>
|
||||
<span class="mobile-card-value">@customer.ContactName</span>
|
||||
</div>
|
||||
}
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Phone</span>
|
||||
<span class="mobile-card-value">@(customer.Phone ?? "—")</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Type</span>
|
||||
<span class="mobile-card-value">
|
||||
@if (customer.IsCommercial)
|
||||
{
|
||||
<span class="badge bg-primary bg-opacity-10 text-primary">
|
||||
<i class="bi bi-building me-1"></i>Commercial
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary bg-opacity-10 text-secondary">
|
||||
<i class="bi bi-person me-1"></i>Individual
|
||||
</span>
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Balance</span>
|
||||
<span class="mobile-card-value @(customer.CurrentBalance > 0 ? "text-danger fw-semibold" : "text-success")">
|
||||
@customer.CurrentBalance.ToString("C")
|
||||
</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Status</span>
|
||||
<span class="mobile-card-value">
|
||||
@if (customer.IsActive)
|
||||
{
|
||||
<span class="badge bg-success bg-opacity-10 text-success">
|
||||
<i class="bi bi-check-circle me-1"></i>Active
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger bg-opacity-10 text-danger">
|
||||
<i class="bi bi-x-circle me-1"></i>Inactive
|
||||
</span>
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
@if (customer.LastContactDate.HasValue)
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Last Contact</span>
|
||||
<span class="mobile-card-value">@customer.LastContactDate.Value.ToString("MMM dd, yyyy")</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="mobile-card-footer">
|
||||
<a href="@Url.Action("Details", new { id = customer.Id })"
|
||||
class="btn btn-sm btn-outline-primary"
|
||||
onclick="event.stopPropagation();">
|
||||
<i class="bi bi-eye me-1"></i>View
|
||||
</a>
|
||||
<a href="@Url.Action("Edit", new { id = customer.Id })"
|
||||
class="btn btn-sm btn-outline-secondary"
|
||||
onclick="event.stopPropagation();">
|
||||
<i class="bi bi-pencil me-1"></i>Edit
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@if (Model.TotalCount > 0)
|
||||
{
|
||||
@await Html.PartialAsync("_Pagination", Model)
|
||||
}
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
// Make table rows clickable
|
||||
document.querySelectorAll('.customer-row').forEach(row => {
|
||||
row.addEventListener('click', function(e) {
|
||||
// Don't navigate if clicking on action buttons or links
|
||||
if (e.target.closest('.btn-group') || e.target.closest('a') || e.target.closest('button')) {
|
||||
return;
|
||||
}
|
||||
|
||||
const customerId = this.getAttribute('data-customer-id');
|
||||
window.location.href = '@Url.Action("Details", "Customers")/' + customerId;
|
||||
});
|
||||
|
||||
// Hover handled by CSS .table tbody tr:hover
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,142 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Common.PagedResult<PowderCoating.Application.DTOs.Invoice.InvoiceListDto>
|
||||
@using PowderCoating.Core.Enums
|
||||
@using PowderCoating.Web.Controllers
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Invoices - {ViewBag.CustomerName}";
|
||||
ViewData["PageIcon"] = "bi-receipt";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end gap-2 mb-4">
|
||||
<a asp-controller="Invoices" asp-action="Create" asp-route-customerId="@ViewBag.CustomerId" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>New Invoice
|
||||
</a>
|
||||
<a asp-action="Details" asp-route-id="@ViewBag.CustomerId" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to Customer
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
@Model.TotalCount invoice(s) total
|
||||
</h5>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-receipt" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No invoices found</h5>
|
||||
<p class="text-muted mb-4">This customer has no invoices yet</p>
|
||||
<a asp-controller="Invoices" asp-action="Create" asp-route-customerId="@ViewBag.CustomerId" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Create Invoice
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th sortable="InvoiceNumber" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection" class="ps-4">Invoice #</th>
|
||||
<th>Job #</th>
|
||||
<th sortable="Status" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Status</th>
|
||||
<th sortable="DueDate" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Due Date</th>
|
||||
<th sortable="Total" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection" class="text-end">Total</th>
|
||||
<th sortable="BalanceDue" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection" class="text-end">Balance Due</th>
|
||||
<th class="text-end pe-4">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var inv in Model.Items)
|
||||
{
|
||||
<tr style="cursor: pointer;" onclick="window.location.href='@Url.Action("Details", "Invoices", new { id = inv.Id })'">
|
||||
<td class="ps-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<div class="rounded-circle d-flex align-items-center justify-content-center"
|
||||
style="width: 40px; height: 40px; background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%); color: white; font-weight: 600;">
|
||||
<i class="bi bi-receipt"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fw-semibold">@inv.InvoiceNumber</div>
|
||||
<small class="text-muted">@inv.InvoiceDate.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM dd, yyyy")</small>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="align-middle">
|
||||
@if (inv.JobId.HasValue && !string.IsNullOrEmpty(inv.JobNumber))
|
||||
{
|
||||
<a asp-controller="Jobs" asp-action="Details" asp-route-id="@inv.JobId"
|
||||
class="text-decoration-none" onclick="event.stopPropagation()">
|
||||
@inv.JobNumber
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted fst-italic">No job</span>
|
||||
}
|
||||
</td>
|
||||
<td class="align-middle">
|
||||
<span class="badge bg-@InvoicesController.GetStatusColorClass(inv.Status)">
|
||||
@InvoicesController.GetStatusDisplay(inv.Status)
|
||||
</span>
|
||||
@if (inv.IsOverdue)
|
||||
{
|
||||
<span class="badge bg-danger ms-1">Overdue</span>
|
||||
}
|
||||
</td>
|
||||
<td class="align-middle">
|
||||
@if (inv.DueDate.HasValue)
|
||||
{
|
||||
<span class="@(inv.IsOverdue ? "text-danger fw-semibold" : "")">
|
||||
@inv.DueDate.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM dd, yyyy")
|
||||
@if (inv.IsOverdue)
|
||||
{
|
||||
<i class="bi bi-exclamation-triangle ms-1"></i>
|
||||
}
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="align-middle text-end fw-semibold">@inv.Total.ToString("C")</td>
|
||||
<td class="align-middle text-end">
|
||||
@if (inv.BalanceDue > 0)
|
||||
{
|
||||
<span class="fw-semibold text-danger">@inv.BalanceDue.ToString("C")</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-success fw-semibold">Paid</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end pe-4 align-middle" onclick="event.stopPropagation()">
|
||||
<div class="btn-group btn-group-sm">
|
||||
<a asp-controller="Invoices" asp-action="Details" asp-route-id="@inv.Id"
|
||||
class="btn btn-outline-primary" title="View Invoice">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-controller="Invoices" asp-action="DownloadPdf" asp-route-id="@inv.Id"
|
||||
class="btn btn-outline-secondary" title="Download PDF">
|
||||
<i class="bi bi-file-earmark-pdf"></i>
|
||||
</a>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@if (Model.TotalCount > 0)
|
||||
{
|
||||
@await Html.PartialAsync("_Pagination", Model)
|
||||
}
|
||||
</div>
|
||||
|
||||
@@ -1,101 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.CustomerStatementDto
|
||||
@{
|
||||
ViewData["Title"] = $"Statement – {Model.CustomerName}";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-start mb-4 flex-wrap gap-2">
|
||||
<div>
|
||||
<h4 class="mb-0">Customer Statement</h4>
|
||||
<p class="text-muted mb-0">@Model.CustomerName · @Model.From.ToString("MMM d, yyyy") – @Model.To.ToString("MMM d, yyyy")</p>
|
||||
</div>
|
||||
<div class="d-flex gap-2 flex-wrap">
|
||||
<form method="get" class="d-flex gap-2 align-items-center">
|
||||
<input type="hidden" name="id" value="@(ViewContext.RouteData.Values["id"])" />
|
||||
<input type="date" name="from" class="form-control form-control-sm" value="@Model.From.ToString("yyyy-MM-dd")" />
|
||||
<input type="date" name="to" class="form-control form-control-sm" value="@Model.To.ToString("yyyy-MM-dd")" />
|
||||
<button type="submit" class="btn btn-sm btn-outline-secondary">Refresh</button>
|
||||
</form>
|
||||
<a asp-action="Statement" asp-route-id="@(ViewContext.RouteData.Values["id"])"
|
||||
asp-route-from="@Model.From.ToString("yyyy-MM-dd")"
|
||||
asp-route-to="@Model.To.ToString("yyyy-MM-dd")"
|
||||
asp-route-pdf="true"
|
||||
class="btn btn-sm btn-outline-primary">
|
||||
<i class="bi bi-file-earmark-pdf me-1"></i>Download PDF
|
||||
</a>
|
||||
<a asp-action="Details" asp-route-id="@(ViewContext.RouteData.Values["id"])" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header border-0 py-3 bg-white d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<span class="fw-semibold">@Model.CustomerName</span>
|
||||
@if (!string.IsNullOrWhiteSpace(Model.CustomerAddress))
|
||||
{
|
||||
<span class="text-muted small ms-2">@Model.CustomerAddress</span>
|
||||
}
|
||||
</div>
|
||||
<div class="text-muted small">@Model.CompanyName</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-sm mb-0">
|
||||
<thead class="table-dark">
|
||||
<tr>
|
||||
<th style="width:100px">Date</th>
|
||||
<th style="width:120px">Type</th>
|
||||
<th style="width:130px">Reference</th>
|
||||
<th>Description</th>
|
||||
<th class="text-end" style="width:110px">Debit</th>
|
||||
<th class="text-end" style="width:110px">Credit</th>
|
||||
<th class="text-end" style="width:120px">Balance</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- Opening balance -->
|
||||
<tr class="table-light fw-semibold">
|
||||
<td class="text-muted">@Model.From.AddDays(-1).ToString("MM/dd/yy")</td>
|
||||
<td colspan="5">Opening Balance</td>
|
||||
<td class="text-end">@Model.OpeningBalance.ToString("C")</td>
|
||||
</tr>
|
||||
|
||||
@if (!Model.Lines.Any())
|
||||
{
|
||||
<tr>
|
||||
<td colspan="7" class="text-center text-muted py-4">No activity in this period.</td>
|
||||
</tr>
|
||||
}
|
||||
else
|
||||
{
|
||||
@foreach (var line in Model.Lines)
|
||||
{
|
||||
<tr>
|
||||
<td class="text-muted small">@line.Date.ToString("MM/dd/yy")</td>
|
||||
<td>
|
||||
<span class="badge @(line.Type == "Invoice" ? "bg-primary" : line.Type == "Payment" ? "bg-success" : "bg-secondary") text-white">
|
||||
@line.Type
|
||||
</span>
|
||||
</td>
|
||||
<td class="small">@line.Reference</td>
|
||||
<td class="small text-muted">@line.Description</td>
|
||||
<td class="text-end small">@(line.Debit.HasValue ? line.Debit.Value.ToString("C") : "")</td>
|
||||
<td class="text-end small">@(line.Credit.HasValue ? line.Credit.Value.ToString("C") : "")</td>
|
||||
<td class="text-end small @(line.RunningBalance > 0 ? "text-danger" : "text-success") fw-semibold">
|
||||
@line.RunningBalance.ToString("C")
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Closing balance -->
|
||||
<tr class="table-secondary fw-bold">
|
||||
<td colspan="6">Closing Balance</td>
|
||||
<td class="text-end @(Model.ClosingBalance > 0 ? "text-danger" : "text-success")">
|
||||
@Model.ClosingBalance.ToString("C")
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@@ -1,272 +0,0 @@
|
||||
@model List<PowderCoating.Core.Entities.DashboardTip>
|
||||
@{
|
||||
ViewData["Title"] = "Dashboard Tips";
|
||||
int page = (int)ViewBag.Page;
|
||||
int totalPages = (int)ViewBag.TotalPages;
|
||||
int total = (int)ViewBag.Total;
|
||||
int activeCount = (int)ViewBag.ActiveCount;
|
||||
int totalCount = (int)ViewBag.TotalCount;
|
||||
string? search = ViewBag.Search as string;
|
||||
bool activeOnly = (bool)ViewBag.ActiveOnly;
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] a.text-dark { color: var(--bs-body-color) !important; }
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="container-fluid py-4">
|
||||
<div class="d-flex align-items-center justify-content-between mb-4">
|
||||
<div>
|
||||
<h4 class="mb-0"><i class="bi bi-lightbulb me-2 text-warning"></i>Dashboard Tips</h4>
|
||||
<p class="text-muted mb-0 small">Tips shown to users on the dashboard welcome section. Displayed randomly, one per session.</p>
|
||||
</div>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-lg me-1"></i>Add Tip
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-permanent mb-3">@TempData["Success"]</div>
|
||||
}
|
||||
|
||||
<!-- Stats row -->
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card text-center shadow-sm h-100">
|
||||
<div class="card-body py-3">
|
||||
<div class="fs-3 fw-bold text-primary">@totalCount</div>
|
||||
<div class="small text-muted">Total Tips</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card text-center shadow-sm h-100">
|
||||
<div class="card-body py-3">
|
||||
<div class="fs-3 fw-bold text-success">@activeCount</div>
|
||||
<div class="small text-muted">Active</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-6 col-md-3">
|
||||
<div class="card text-center shadow-sm h-100">
|
||||
<div class="card-body py-3">
|
||||
<div class="fs-3 fw-bold text-secondary">@(totalCount - activeCount)</div>
|
||||
<div class="small text-muted">Inactive</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Filters -->
|
||||
<form method="get" class="card shadow-sm mb-3">
|
||||
<div class="card-body py-2">
|
||||
<div class="row g-2 align-items-end">
|
||||
<div class="col-md-6">
|
||||
<input type="text" name="search" value="@search" class="form-control"
|
||||
placeholder="Search tip text..." />
|
||||
</div>
|
||||
<div class="col-md-3 d-flex align-items-center gap-2">
|
||||
<div class="form-check mb-0">
|
||||
<input class="form-check-input" type="checkbox" name="activeOnly" value="true"
|
||||
id="activeOnly" @(activeOnly ? "checked" : "") onchange="this.form.submit()" />
|
||||
<label class="form-check-label" for="activeOnly">Active only</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3 d-flex gap-2">
|
||||
<button type="submit" class="btn btn-outline-secondary btn-sm">
|
||||
<i class="bi bi-search me-1"></i>Search
|
||||
</button>
|
||||
@if (!string.IsNullOrEmpty(search) || activeOnly)
|
||||
{
|
||||
<a asp-action="Index" class="btn btn-outline-danger btn-sm">
|
||||
<i class="bi bi-x-lg me-1"></i>Clear
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<!-- Table -->
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header d-flex justify-content-between align-items-center py-2">
|
||||
<span class="fw-semibold">
|
||||
@total tip@(total == 1 ? "" : "s") found
|
||||
@if (!string.IsNullOrEmpty(search))
|
||||
{
|
||||
<span class="text-muted fw-normal">for "@search"</span>
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover align-middle mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:60px">#</th>
|
||||
<th>Tip Text</th>
|
||||
<th style="width:100px" class="text-center">Status</th>
|
||||
<th style="width:130px" class="text-muted small">Added</th>
|
||||
<th style="width:140px"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<tr>
|
||||
<td colspan="5" class="text-center text-muted py-4">
|
||||
<i class="bi bi-lightbulb fs-3 d-block mb-2 opacity-25"></i>
|
||||
No tips found.
|
||||
@if (string.IsNullOrEmpty(search) && !activeOnly)
|
||||
{
|
||||
<a asp-action="Create">Add the first one</a>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
else
|
||||
{
|
||||
@foreach (var tip in Model)
|
||||
{
|
||||
<tr class="@(tip.IsActive ? "" : "table-secondary opacity-75")">
|
||||
<td class="text-muted small">@tip.Id</td>
|
||||
<td>
|
||||
<span class="@(tip.IsActive ? "" : "text-muted fst-italic")">
|
||||
@tip.TipText
|
||||
</span>
|
||||
</td>
|
||||
<td class="text-center">
|
||||
@if (tip.IsActive)
|
||||
{
|
||||
<span class="badge bg-success-subtle text-success border border-success-subtle">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary-subtle text-secondary border border-secondary-subtle">Inactive</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-muted small">@tip.CreatedAt.ToString("MMM d, yyyy")</td>
|
||||
<td class="text-end">
|
||||
<div class="d-flex gap-1 justify-content-end">
|
||||
<!-- Toggle Active -->
|
||||
<form method="post" asp-action="ToggleActive" asp-route-id="@tip.Id" class="d-inline">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm @(tip.IsActive ? "btn-outline-secondary" : "btn-outline-success")"
|
||||
title="@(tip.IsActive ? "Deactivate" : "Activate")">
|
||||
<i class="bi @(tip.IsActive ? "bi-toggle-on" : "bi-toggle-off")"></i>
|
||||
</button>
|
||||
</form>
|
||||
<a asp-action="Edit" asp-route-id="@tip.Id" class="btn btn-sm btn-outline-primary" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" title="Delete"
|
||||
onclick="confirmDelete(@tip.Id, this)">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<p class="text-center text-muted py-4">
|
||||
No tips found.
|
||||
@if (string.IsNullOrEmpty(search) && !activeOnly)
|
||||
{
|
||||
<a asp-action="Create">Add the first one</a>
|
||||
}
|
||||
</p>
|
||||
}
|
||||
@foreach (var tip in Model)
|
||||
{
|
||||
var tipPreview = tip.TipText.Length > 60 ? tip.TipText.Substring(0, 60) + "…" : tip.TipText;
|
||||
<div class="mobile-data-card">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon bg-warning"><i class="bi bi-lightbulb"></i></div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@tipPreview</h6>
|
||||
<small>Added @tip.CreatedAt.ToString("MMM d, yyyy")</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Status</span>
|
||||
<span class="mobile-card-value">
|
||||
@if (tip.IsActive)
|
||||
{
|
||||
<span class="badge bg-success-subtle text-success border border-success-subtle">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary-subtle text-secondary border border-secondary-subtle">Inactive</span>
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">ID</span>
|
||||
<span class="mobile-card-value text-muted">#@tip.Id</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<a asp-action="Edit" asp-route-id="@tip.Id" class="btn btn-sm btn-outline-primary">Edit →</a>
|
||||
<button type="button" class="btn btn-sm btn-outline-danger ms-1"
|
||||
onclick="confirmDelete(@tip.Id, this)">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (totalPages > 1)
|
||||
{
|
||||
<div class="card-footer d-flex justify-content-between align-items-center py-2">
|
||||
<span class="small text-muted">
|
||||
Page @(page) of @(totalPages)
|
||||
</span>
|
||||
<div class="d-flex gap-1">
|
||||
@if (page > 1)
|
||||
{
|
||||
<a asp-action="Index" asp-route-page="@(page - 1)" asp-route-search="@search"
|
||||
asp-route-activeOnly="@activeOnly" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-chevron-left"></i>
|
||||
</a>
|
||||
}
|
||||
@if (page < totalPages)
|
||||
{
|
||||
<a asp-action="Index" asp-route-page="@(page + 1)" asp-route-search="@search"
|
||||
asp-route-activeOnly="@activeOnly" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-chevron-right"></i>
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Hidden delete form -->
|
||||
<form id="deleteForm" method="post" style="display:none">
|
||||
@Html.AntiForgeryToken()
|
||||
</form>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
function confirmDelete(id, btn) {
|
||||
if (!confirm('Delete this tip? This cannot be undone.')) return;
|
||||
var form = document.getElementById('deleteForm');
|
||||
form.action = '/DashboardTips/Delete/' + id;
|
||||
form.submit();
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,354 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@model List<CompanyExportSummary>
|
||||
@{
|
||||
ViewData["Title"] = "Data Export";
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] .table-light th,
|
||||
[data-bs-theme="dark"] .table-light td {
|
||||
background-color: var(--bs-secondary-bg);
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] .card {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .card-header {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .alert-light {
|
||||
background-color: var(--bs-secondary-bg);
|
||||
border-color: var(--bs-border-color);
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] .border-top {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="container-fluid py-3">
|
||||
<div class="mb-2">
|
||||
<a asp-controller="PlatformAdmin" asp-action="Maintenance" class="text-muted small text-decoration-none">
|
||||
<i class="bi bi-arrow-left me-1"></i>Maintenance
|
||||
</a>
|
||||
</div>
|
||||
<div class="d-flex align-items-center justify-content-between mb-3">
|
||||
<div>
|
||||
<h4 class="mb-0"><i class="bi bi-file-earmark-arrow-down me-2 text-primary"></i>Data Export</h4>
|
||||
<small class="text-muted">Export company data to Excel for offboarding, audits, GDPR requests, or migration</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent mb-3"><i class="bi bi-exclamation-triangle me-2"></i>@TempData["Error"]</div>
|
||||
}
|
||||
|
||||
<div class="row g-3">
|
||||
@* Left: company list *@
|
||||
<div class="col-lg-7">
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent border-bottom py-2">
|
||||
<div class="d-flex align-items-center justify-content-between">
|
||||
<h6 class="mb-0">Select a Company</h6>
|
||||
<input type="text" id="companySearch" class="form-control form-control-sm w-auto"
|
||||
placeholder="Search…" style="min-width:180px" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="table-responsive" style="max-height:520px;overflow-y:auto">
|
||||
<table class="table table-hover table-sm align-middle mb-0 small">
|
||||
<thead class="table-light sticky-top">
|
||||
<tr>
|
||||
<th>Company</th>
|
||||
<th style="width:80px">Plan</th>
|
||||
<th style="width:70px">Status</th>
|
||||
<th style="width:100px">Created</th>
|
||||
<th style="width:60px"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="companyTable">
|
||||
@foreach (var c in Model)
|
||||
{
|
||||
<tr class="company-row" data-name="@c.CompanyName.ToLower()">
|
||||
<td>
|
||||
<div class="fw-medium">@c.CompanyName</div>
|
||||
</td>
|
||||
<td class="text-muted">@c.Plan</td>
|
||||
<td>
|
||||
@if (c.IsActive)
|
||||
{
|
||||
<span class="badge bg-success-subtle text-success">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary">Inactive</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-muted">@c.CreatedAt.ToString("MM/dd/yyyy")</td>
|
||||
<td>
|
||||
<button type="button"
|
||||
class="btn btn-sm btn-outline-primary py-0 px-2 select-company-btn"
|
||||
data-id="@c.Id"
|
||||
data-name="@c.CompanyName">
|
||||
Select
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var c in Model)
|
||||
{
|
||||
<div class="mobile-data-card" data-name="@c.CompanyName.ToLower()">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon bg-primary"><i class="bi bi-building"></i></div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@c.CompanyName</h6>
|
||||
<small>Created @c.CreatedAt.ToString("MM/dd/yyyy")</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Plan</span>
|
||||
<span class="mobile-card-value">@c.Plan</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Status</span>
|
||||
<span class="mobile-card-value">
|
||||
@if (c.IsActive)
|
||||
{
|
||||
<span class="badge bg-success-subtle text-success">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-secondary">Inactive</span>
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<button type="button"
|
||||
class="btn btn-sm btn-outline-primary select-company-btn"
|
||||
data-id="@c.Id"
|
||||
data-name="@c.CompanyName">
|
||||
Select for Export
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Right: export options — always visible *@
|
||||
<div class="col-lg-5">
|
||||
<div class="card border-0 shadow-sm" style="position:sticky;top:1rem">
|
||||
<div class="card-header bg-primary text-white py-2">
|
||||
<h6 class="mb-0"><i class="bi bi-file-earmark-spreadsheet me-2"></i>Export Options</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
|
||||
<!-- Company selection banner — shown/hidden by JS -->
|
||||
<div id="noCompanyBanner" class="alert alert-light alert-permanent border d-flex align-items-center gap-2 mb-3 small">
|
||||
<i class="bi bi-arrow-left-circle fs-5 text-muted"></i>
|
||||
<span>Select a company from the list to begin.</span>
|
||||
</div>
|
||||
<div id="selectedBanner" class="alert alert-info alert-permanent py-2 mb-3 small" style="display:none">
|
||||
<i class="bi bi-building me-1"></i>
|
||||
Exporting: <strong id="selectedCompanyName">—</strong>
|
||||
</div>
|
||||
|
||||
<form method="post" asp-action="Export" id="exportForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="companyId" id="companyIdInput" value="0" />
|
||||
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Data to export</label>
|
||||
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Customers" id="chkCustomers" checked />
|
||||
<label class="form-check-label" for="chkCustomers">
|
||||
<i class="bi bi-people me-1 text-muted"></i>Customers
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Jobs" id="chkJobs" checked />
|
||||
<label class="form-check-label" for="chkJobs">
|
||||
<i class="bi bi-briefcase me-1 text-muted"></i>Jobs
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Quotes" id="chkQuotes" checked />
|
||||
<label class="form-check-label" for="chkQuotes">
|
||||
<i class="bi bi-file-earmark-text me-1 text-muted"></i>Quotes
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Inventory" id="chkInventory" />
|
||||
<label class="form-check-label" for="chkInventory">
|
||||
<i class="bi bi-boxes me-1 text-muted"></i>Inventory
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Equipment" id="chkEquipment" />
|
||||
<label class="form-check-label" for="chkEquipment">
|
||||
<i class="bi bi-tools me-1 text-muted"></i>Equipment
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Vendors" id="chkVendors" />
|
||||
<label class="form-check-label" for="chkVendors">
|
||||
<i class="bi bi-truck me-1 text-muted"></i>Vendors
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="ShopWorkers" id="chkShopWorkers" />
|
||||
<label class="form-check-label" for="chkShopWorkers">
|
||||
<i class="bi bi-person-badge me-1 text-muted"></i>Shop Workers
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Invoices" id="chkInvoices" />
|
||||
<label class="form-check-label" for="chkInvoices">
|
||||
<i class="bi bi-receipt me-1 text-muted"></i>Invoices
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check mb-2">
|
||||
<input class="form-check-input sheet-check" type="checkbox" name="sheets"
|
||||
value="Users" id="chkUsers" />
|
||||
<label class="form-check-label" for="chkUsers">
|
||||
<i class="bi bi-person-lock me-1 text-muted"></i>Users
|
||||
<span class="badge bg-warning text-dark ms-1" style="font-size:0.65rem">GDPR</span>
|
||||
</label>
|
||||
</div>
|
||||
<div class="border-top pt-2 mt-1">
|
||||
<div class="small text-muted mb-1">
|
||||
<i class="bi bi-shield-check me-1 text-success"></i>
|
||||
The <strong>Users</strong> sheet contains personal data (names, emails, login history).
|
||||
Include only when required for a data access request or offboarding.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-check mb-3">
|
||||
<input class="form-check-input" type="checkbox" id="selectAllSheets">
|
||||
<label class="form-check-label text-muted small" for="selectAllSheets">
|
||||
Select / deselect all
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Format</label>
|
||||
<div class="d-flex gap-3">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="format" id="fmtXlsx" value="xlsx" checked />
|
||||
<label class="form-check-label" for="fmtXlsx">
|
||||
<i class="bi bi-file-earmark-spreadsheet me-1 text-success"></i>Excel (.xlsx)
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="format" id="fmtCsv" value="csv" />
|
||||
<label class="form-check-label" for="fmtCsv">
|
||||
<i class="bi bi-filetype-csv me-1 text-secondary"></i>CSV (.zip)
|
||||
<span class="text-muted small">— one file per sheet</span>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div id="noCompanyHint" class="alert alert-warning alert-permanent py-2 small mb-2" style="display:none">
|
||||
<i class="bi bi-exclamation-triangle me-1"></i>Please select a company from the list before downloading.
|
||||
</div>
|
||||
<button type="submit" class="btn btn-primary w-100" id="exportBtn">
|
||||
<i class="bi bi-file-earmark-arrow-down me-2" id="exportBtnIcon"></i><span id="exportBtnLabel">Download Excel (.xlsx)</span>
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
(function () {
|
||||
var selectedId = null;
|
||||
|
||||
// ── Company selection ────────────────────────────────────────────────────
|
||||
document.querySelectorAll('.select-company-btn').forEach(function (btn) {
|
||||
btn.addEventListener('click', function () {
|
||||
// Reset all buttons
|
||||
document.querySelectorAll('.select-company-btn').forEach(function (b) {
|
||||
b.textContent = 'Select';
|
||||
b.className = 'btn btn-sm btn-outline-primary py-0 px-2 select-company-btn';
|
||||
});
|
||||
|
||||
// Mark this one selected
|
||||
btn.textContent = 'Selected';
|
||||
btn.className = 'btn btn-sm btn-primary py-0 px-2 select-company-btn';
|
||||
|
||||
selectedId = btn.getAttribute('data-id');
|
||||
var name = btn.getAttribute('data-name');
|
||||
|
||||
document.getElementById('companyIdInput').value = selectedId;
|
||||
document.getElementById('selectedCompanyName').textContent = name;
|
||||
document.getElementById('noCompanyBanner').style.display = 'none';
|
||||
document.getElementById('selectedBanner').style.display = '';
|
||||
document.getElementById('noCompanyHint').style.display = 'none';
|
||||
});
|
||||
});
|
||||
|
||||
// ── Company search ────────────────────────────────────────────────────────
|
||||
document.getElementById('companySearch').addEventListener('input', function () {
|
||||
var q = this.value.toLowerCase();
|
||||
document.querySelectorAll('.company-row').forEach(function (row) {
|
||||
row.style.display = row.getAttribute('data-name').indexOf(q) !== -1 ? '' : 'none';
|
||||
});
|
||||
document.querySelectorAll('.mobile-card-list .mobile-data-card').forEach(function (card) {
|
||||
card.style.display = card.getAttribute('data-name').indexOf(q) !== -1 ? '' : 'none';
|
||||
});
|
||||
});
|
||||
|
||||
// ── Select all sheets ─────────────────────────────────────────────────────
|
||||
document.getElementById('selectAllSheets').addEventListener('change', function () {
|
||||
var checked = this.checked;
|
||||
document.querySelectorAll('.sheet-check').forEach(function (cb) {
|
||||
cb.checked = checked;
|
||||
});
|
||||
});
|
||||
|
||||
// ── Format toggle — update button label ──────────────────────────────────
|
||||
document.querySelectorAll('input[name="format"]').forEach(function (radio) {
|
||||
radio.addEventListener('change', function () {
|
||||
var isCsv = this.value === 'csv';
|
||||
document.getElementById('exportBtnLabel').textContent = isCsv ? 'Download CSV (.zip)' : 'Download Excel (.xlsx)';
|
||||
document.getElementById('exportBtnIcon').className = isCsv ? 'bi bi-file-zip me-2' : 'bi bi-file-earmark-arrow-down me-2';
|
||||
});
|
||||
});
|
||||
|
||||
// ── Guard: require company before submit ──────────────────────────────────
|
||||
document.getElementById('exportForm').addEventListener('submit', function (e) {
|
||||
if (!selectedId) {
|
||||
e.preventDefault();
|
||||
document.getElementById('noCompanyHint').style.display = '';
|
||||
}
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,420 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@model List<EntityPurgeStat>
|
||||
@{
|
||||
ViewData["Title"] = "Data Purge & Cleanup";
|
||||
var groups = Model.GroupBy(s => s.Group).ToList();
|
||||
var totalSoftDeleted = Model.Sum(s => s.Total);
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
[data-bs-theme="dark"] .table-light th,
|
||||
[data-bs-theme="dark"] .table-light td {
|
||||
background-color: var(--bs-secondary-bg);
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] .card {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] .card-header {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
[data-bs-theme="dark"] #previewResults .bg-light {
|
||||
background-color: var(--bs-secondary-bg) !important;
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] #confirmSummary {
|
||||
background-color: rgba(220,53,69,.15) !important;
|
||||
color: var(--bs-body-color);
|
||||
}
|
||||
[data-bs-theme="dark"] .border-top {
|
||||
border-color: var(--bs-border-color) !important;
|
||||
}
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="container-fluid py-3">
|
||||
<div class="mb-2">
|
||||
<a asp-controller="PlatformAdmin" asp-action="Maintenance" class="text-muted small text-decoration-none">
|
||||
<i class="bi bi-arrow-left me-1"></i>Maintenance
|
||||
</a>
|
||||
</div>
|
||||
<div class="d-flex align-items-center justify-content-between mb-3">
|
||||
<div>
|
||||
<h4 class="mb-0"><i class="bi bi-trash3 me-2 text-danger"></i>Data Purge & Cleanup</h4>
|
||||
<small class="text-muted">Permanently remove soft-deleted records from the database</small>
|
||||
</div>
|
||||
<span class="badge bg-danger fs-6">@totalSoftDeleted.ToString("N0") soft-deleted records</span>
|
||||
</div>
|
||||
|
||||
@* Alert messages *@
|
||||
@if (TempData["PurgeSuccess"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["PurgeSuccess"]
|
||||
@if (TempData["PurgeDetail"] != null)
|
||||
{
|
||||
<pre class="mb-0 mt-2 small">@TempData["PurgeDetail"]</pre>
|
||||
}
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@* Warning banner *@
|
||||
<div class="alert alert-warning alert-permanent d-flex gap-3 align-items-start mb-3">
|
||||
<i class="bi bi-exclamation-triangle-fill fs-4 flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Destructive operation — this cannot be undone.</strong>
|
||||
Purging permanently deletes records from the database. Soft-deleted records are hidden from users but still occupy database space. Use this tool periodically to reclaim space and keep the database clean.
|
||||
Job photo blobs in Azure Storage are also deleted when purging job photo records.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row g-3">
|
||||
@* Left: Entity stats *@
|
||||
<div class="col-lg-8">
|
||||
@foreach (var group in groups)
|
||||
{
|
||||
<div class="card border-0 shadow-sm mb-3">
|
||||
<div class="card-header bg-transparent border-bottom py-2">
|
||||
<h6 class="mb-0 text-muted text-uppercase fw-semibold" style="font-size:0.75rem;letter-spacing:.05em">
|
||||
@group.Key
|
||||
</h6>
|
||||
</div>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm align-middle mb-0 small">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:36px"></th>
|
||||
<th>Entity</th>
|
||||
<th class="text-end" style="width:90px">Total</th>
|
||||
<th class="text-end" style="width:100px">0–30d</th>
|
||||
<th class="text-end" style="width:100px">30–90d</th>
|
||||
<th class="text-end" style="width:100px">>90d</th>
|
||||
<th style="width:130px">Oldest</th>
|
||||
<th style="width:42px">
|
||||
<input type="checkbox" class="form-check-input group-select-all"
|
||||
title="Select all in group"
|
||||
data-group="@group.Key" />
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var s in group)
|
||||
{
|
||||
<tr class="@(s.Total == 0 ? "opacity-50" : "")">
|
||||
<td class="text-center">
|
||||
<i class="bi @s.Icon text-secondary"></i>
|
||||
</td>
|
||||
<td>@s.Label</td>
|
||||
<td class="text-end">
|
||||
@if (s.Total > 0)
|
||||
{
|
||||
<span class="badge bg-secondary">@s.Total</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
@if (s.DeletedLast30Days > 0)
|
||||
{
|
||||
<span class="badge bg-success-subtle text-success">@s.DeletedLast30Days</span>
|
||||
}
|
||||
else { <span class="text-muted">—</span> }
|
||||
</td>
|
||||
<td class="text-end">
|
||||
@if (s.Deleted30To90Days > 0)
|
||||
{
|
||||
<span class="badge bg-warning-subtle text-warning">@s.Deleted30To90Days</span>
|
||||
}
|
||||
else { <span class="text-muted">—</span> }
|
||||
</td>
|
||||
<td class="text-end">
|
||||
@if (s.DeletedOlderThan90Days > 0)
|
||||
{
|
||||
<span class="badge bg-danger-subtle text-danger">@s.DeletedOlderThan90Days</span>
|
||||
}
|
||||
else { <span class="text-muted">—</span> }
|
||||
</td>
|
||||
<td class="text-muted">
|
||||
@(s.OldestDeletion.HasValue ? s.OldestDeletion.Value.ToString("MM/dd/yyyy") : "—")
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="checkbox" class="form-check-input entity-select"
|
||||
name="entities"
|
||||
value="@s.EntityName"
|
||||
data-group="@group.Key"
|
||||
@(s.Total == 0 ? "disabled" : "") />
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view for this group — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="px-3 pt-2 pb-1">
|
||||
<span class="text-muted text-uppercase fw-semibold" style="font-size:0.7rem;letter-spacing:.05em">@group.Key</span>
|
||||
</div>
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var s in group)
|
||||
{
|
||||
<div class="mobile-data-card @(s.Total == 0 ? "opacity-50" : "")">
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon @(s.Total > 0 ? "bg-danger" : "bg-secondary")">
|
||||
<i class="bi @s.Icon"></i>
|
||||
</div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@s.Label</h6>
|
||||
<small>Oldest: @(s.OldestDeletion.HasValue ? s.OldestDeletion.Value.ToString("MM/dd/yyyy") : "—")</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Total deleted</span>
|
||||
<span class="mobile-card-value">
|
||||
@if (s.Total > 0)
|
||||
{
|
||||
<span class="badge bg-secondary">@s.Total</span>
|
||||
}
|
||||
else { <span class="text-muted">—</span> }
|
||||
</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">0–30d / 30–90d / >90d</span>
|
||||
<span class="mobile-card-value">@s.DeletedLast30Days / @s.Deleted30To90Days / @s.DeletedOlderThan90Days</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mobile-card-footer">
|
||||
<div class="form-check mb-0">
|
||||
<input type="checkbox" class="form-check-input entity-select"
|
||||
value="@s.EntityName"
|
||||
data-group="@group.Key"
|
||||
id="mobile-cb-@s.EntityName"
|
||||
@(s.Total == 0 ? "disabled" : "") />
|
||||
<label class="form-check-label small" for="mobile-cb-@s.EntityName">
|
||||
Select for purge
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@* Right: Purge controls *@
|
||||
<div class="col-lg-4">
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:1rem">
|
||||
<div class="card-header bg-danger text-white py-2">
|
||||
<h6 class="mb-0"><i class="bi bi-trash3 me-2"></i>Purge Options</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
|
||||
@* Threshold *@
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Delete records older than</label>
|
||||
<select id="olderThanDays" class="form-select">
|
||||
<option value="30">30 days</option>
|
||||
<option value="60">60 days</option>
|
||||
<option value="90" selected>90 days</option>
|
||||
<option value="180">180 days (6 months)</option>
|
||||
<option value="365">365 days (1 year)</option>
|
||||
</select>
|
||||
<div class="form-text">Only soft-deleted records older than this threshold will be affected.</div>
|
||||
</div>
|
||||
|
||||
@* Select All *@
|
||||
<div class="form-check mb-3">
|
||||
<input class="form-check-input" type="checkbox" id="selectAll">
|
||||
<label class="form-check-label fw-semibold" for="selectAll">Select all entity types</label>
|
||||
</div>
|
||||
|
||||
@* Preview *@
|
||||
<button type="button" class="btn btn-outline-secondary w-100 mb-2" id="previewBtn">
|
||||
<i class="bi bi-eye me-2"></i>Preview
|
||||
</button>
|
||||
|
||||
@* Preview results *@
|
||||
<div id="previewResults" class="d-none mb-3">
|
||||
<div class="border rounded p-2 bg-light small">
|
||||
<strong class="d-block mb-1">Would delete:</strong>
|
||||
<div id="previewList"></div>
|
||||
<hr class="my-1">
|
||||
<strong id="previewTotal" class="text-danger"></strong>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Execute form *@
|
||||
<form method="post" asp-action="Execute" id="purgeForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="olderThanDays" id="hiddenDays" value="90" />
|
||||
<div id="hiddenEntities"></div>
|
||||
|
||||
<button type="button" class="btn btn-danger w-100" id="purgeBtn" disabled>
|
||||
<i class="bi bi-trash3-fill me-2"></i>Purge Selected
|
||||
</button>
|
||||
</form>
|
||||
|
||||
<div class="form-text text-danger mt-2">
|
||||
<i class="bi bi-lock me-1"></i>Action is logged to Audit Log.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Confirm modal *@
|
||||
<div class="modal fade" id="confirmModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-danger text-white">
|
||||
<h5 class="modal-title"><i class="bi bi-exclamation-triangle me-2"></i>Confirm Purge</h5>
|
||||
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<p>You are about to <strong class="text-danger">permanently delete</strong> records from the database. This <strong>cannot be undone</strong>.</p>
|
||||
<div id="confirmSummary" class="border rounded p-2 bg-danger bg-opacity-10 small mb-2"></div>
|
||||
<p class="mb-0 text-muted">Are you sure you want to continue?</p>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-danger" id="confirmPurgeBtn">
|
||||
<i class="bi bi-trash3-fill me-2"></i>Yes, Purge Permanently
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
(function () {
|
||||
const selectAll = document.getElementById('selectAll');
|
||||
const previewBtn = document.getElementById('previewBtn');
|
||||
const purgeBtn = document.getElementById('purgeBtn');
|
||||
const previewRes = document.getElementById('previewResults');
|
||||
const previewList = document.getElementById('previewList');
|
||||
const previewTotal = document.getElementById('previewTotal');
|
||||
const confirmModal = new bootstrap.Modal(document.getElementById('confirmModal'));
|
||||
const confirmSummary= document.getElementById('confirmSummary');
|
||||
|
||||
// ── Select all ──────────────────────────────────────────────────────────
|
||||
selectAll.addEventListener('change', () => {
|
||||
document.querySelectorAll('.entity-select:not(:disabled)').forEach(cb => {
|
||||
cb.checked = selectAll.checked;
|
||||
});
|
||||
updatePurgeBtn();
|
||||
});
|
||||
|
||||
// ── Group select all ────────────────────────────────────────────────────
|
||||
document.querySelectorAll('.group-select-all').forEach(ga => {
|
||||
ga.addEventListener('change', () => {
|
||||
document.querySelectorAll(`.entity-select[data-group="${ga.dataset.group}"]:not(:disabled)`)
|
||||
.forEach(cb => { cb.checked = ga.checked; });
|
||||
updatePurgeBtn();
|
||||
});
|
||||
});
|
||||
|
||||
document.querySelectorAll('.entity-select').forEach(cb => {
|
||||
cb.addEventListener('change', updatePurgeBtn);
|
||||
});
|
||||
|
||||
function getSelectedEntities() {
|
||||
// Deduplicate since mobile cards duplicate the checkboxes
|
||||
const seen = new Set();
|
||||
return [...document.querySelectorAll('.entity-select:checked')]
|
||||
.filter(cb => { if (seen.has(cb.value)) return false; seen.add(cb.value); return true; })
|
||||
.map(cb => cb.value);
|
||||
}
|
||||
|
||||
function updatePurgeBtn() {
|
||||
const any = getSelectedEntities().length > 0;
|
||||
purgeBtn.disabled = !any;
|
||||
previewRes.classList.add('d-none');
|
||||
}
|
||||
|
||||
// ── Preview ─────────────────────────────────────────────────────────────
|
||||
previewBtn.addEventListener('click', async () => {
|
||||
const entities = getSelectedEntities();
|
||||
if (!entities.length) {
|
||||
alert('Select at least one entity type to preview.');
|
||||
return;
|
||||
}
|
||||
|
||||
previewBtn.disabled = true;
|
||||
previewBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Loading…';
|
||||
|
||||
const days = document.getElementById('olderThanDays').value;
|
||||
const token = document.querySelector('input[name="__RequestVerificationToken"]').value;
|
||||
|
||||
try {
|
||||
const resp = await fetch('@Url.Action("Preview")', {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
'RequestVerificationToken': token
|
||||
},
|
||||
body: JSON.stringify({ olderThanDays: parseInt(days), entities })
|
||||
});
|
||||
const data = await resp.json();
|
||||
|
||||
let html = '';
|
||||
let total = 0;
|
||||
data.forEach(r => {
|
||||
total += r.count;
|
||||
const cls = r.count > 0 ? 'text-danger' : 'text-muted';
|
||||
const oldest = r.oldest ? ` <span class="text-muted">(oldest: ${r.oldest})</span>` : '';
|
||||
html += `<div class="${cls}">${r.entity}: <strong>${r.count}</strong>${oldest}</div>`;
|
||||
});
|
||||
previewList.innerHTML = html || '<div class="text-muted">Nothing to delete.</div>';
|
||||
previewTotal.textContent = `Total: ${total.toLocaleString()} records`;
|
||||
previewRes.classList.remove('d-none');
|
||||
} catch (e) {
|
||||
alert('Preview failed: ' + e.message);
|
||||
} finally {
|
||||
previewBtn.disabled = false;
|
||||
previewBtn.innerHTML = '<i class="bi bi-eye me-2"></i>Preview';
|
||||
}
|
||||
});
|
||||
|
||||
// ── Purge button → modal ────────────────────────────────────────────────
|
||||
purgeBtn.addEventListener('click', () => {
|
||||
const entities = getSelectedEntities();
|
||||
const days = document.getElementById('olderThanDays').value;
|
||||
|
||||
let summary = `<strong>Threshold:</strong> older than ${days} days<br>`;
|
||||
summary += `<strong>Entity types:</strong> ${entities.join(', ')}`;
|
||||
confirmSummary.innerHTML = summary;
|
||||
confirmModal.show();
|
||||
});
|
||||
|
||||
// ── Confirm → submit form ───────────────────────────────────────────────
|
||||
document.getElementById('confirmPurgeBtn').addEventListener('click', () => {
|
||||
const entities = getSelectedEntities();
|
||||
const days = document.getElementById('olderThanDays').value;
|
||||
|
||||
document.getElementById('hiddenDays').value = days;
|
||||
|
||||
const container = document.getElementById('hiddenEntities');
|
||||
container.innerHTML = '';
|
||||
entities.forEach(e => {
|
||||
const inp = document.createElement('input');
|
||||
inp.type = 'hidden';
|
||||
inp.name = 'entities';
|
||||
inp.value = e;
|
||||
container.appendChild(inp);
|
||||
});
|
||||
|
||||
confirmModal.hide();
|
||||
document.getElementById('purgeForm').submit();
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,194 +0,0 @@
|
||||
@model PowderCoating.Web.Controllers.DiagnosticsInfo
|
||||
@{
|
||||
ViewData["Title"] = "System Diagnostics";
|
||||
ViewData["PageIcon"] = "bi-activity";
|
||||
}
|
||||
|
||||
<div class="container mt-4">
|
||||
<div class="mb-2">
|
||||
<a asp-controller="PlatformAdmin" asp-action="Observability" class="text-muted small text-decoration-none">
|
||||
<i class="bi bi-arrow-left me-1"></i>Observability
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card">
|
||||
<div class="card-header bg-primary text-white">
|
||||
<h5 class="mb-0">Application Information</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm">
|
||||
<tr>
|
||||
<th>Current Time:</th>
|
||||
<td>@Model.CurrentTime.ToString("yyyy-MM-dd HH:mm:ss")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Environment:</th>
|
||||
<td><span class="badge bg-info">@Model.EnvironmentName</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Application Path:</th>
|
||||
<td><code>@Model.ApplicationPath</code></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Running As:</th>
|
||||
<td><code>@Model.UserIdentity</code></td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-6">
|
||||
<div class="card">
|
||||
<div class="card-header bg-warning">
|
||||
<h5 class="mb-0">Permissions Check</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<table class="table table-sm">
|
||||
<tr>
|
||||
<th>Can Write to App Path:</th>
|
||||
<td>
|
||||
@if (Model.CanWriteToAppPath)
|
||||
{
|
||||
<span class="badge bg-success">✓ YES</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger">✗ NO - PERMISSION ISSUE</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Logs Directory Exists:</th>
|
||||
<td>
|
||||
@if (Model.LogsDirectoryExists)
|
||||
{
|
||||
<span class="badge bg-success">✓ YES</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-warning">✗ NO</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Can Write to Logs:</th>
|
||||
<td>
|
||||
@if (Model.CanWriteToLogsPath)
|
||||
{
|
||||
<span class="badge bg-success">✓ YES</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger">✗ NO - PERMISSION ISSUE</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Logs Path:</th>
|
||||
<td><code>@Model.LogsPath</code></td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-header @(Model.LoggingTestSuccess ? "bg-success" : "bg-danger") text-white">
|
||||
<h5 class="mb-0">Logging Test</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p><strong>Status:</strong>
|
||||
@if (Model.LoggingTestSuccess)
|
||||
{
|
||||
<span class="badge bg-success">SUCCESS</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger">FAILED</span>
|
||||
}
|
||||
</p>
|
||||
<p><strong>Message:</strong> @Model.LoggingTestMessage</p>
|
||||
@if (Model.LoggingTestSuccess)
|
||||
{
|
||||
<div class="alert alert-info alert-permanent">
|
||||
<i class="bi bi-info-circle"></i> A test log entry was written. Check the log files below to see if it appears.
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-header bg-secondary text-white d-flex justify-content-between align-items-center">
|
||||
<h5 class="mb-0">Log Files</h5>
|
||||
<a asp-action="ViewLogs" class="btn btn-sm btn-light">
|
||||
<i class="bi bi-eye"></i> View Logs
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (Model.LogFilesError != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent">
|
||||
<strong>Error reading log files:</strong> @Model.LogFilesError
|
||||
</div>
|
||||
}
|
||||
else if (Model.LogFiles.Any())
|
||||
{
|
||||
<table class="table table-striped">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>File Name</th>
|
||||
<th>Size</th>
|
||||
<th>Last Modified</th>
|
||||
<th>Full Path</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var file in Model.LogFiles)
|
||||
{
|
||||
<tr>
|
||||
<td><code>@file.Name</code></td>
|
||||
<td>@(file.Size / 1024.0).ToString("N2") KB</td>
|
||||
<td>@file.LastModified.ToString("yyyy-MM-dd HH:mm:ss")</td>
|
||||
<td><small><code>@file.FullPath</code></small></td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent">
|
||||
<i class="bi bi-exclamation-triangle"></i> <strong>No log files found!</strong>
|
||||
<hr>
|
||||
<p class="mb-0">This means logs are not being written. Check the permissions above.</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row mt-4">
|
||||
<div class="col-12">
|
||||
<div class="alert alert-info alert-permanent">
|
||||
<h6><i class="bi bi-lightbulb"></i> Troubleshooting Tips</h6>
|
||||
<ul class="mb-0">
|
||||
<li>If "Can Write to Logs" shows NO, the IIS Application Pool doesn't have write permissions</li>
|
||||
<li>Grant "Modify" permissions to <code>IIS AppPool\YourAppPoolName</code> on the application folder</li>
|
||||
<li>After fixing permissions, restart the Application Pool in IIS Manager</li>
|
||||
<li>Refresh this page to see if log files appear</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,170 +0,0 @@
|
||||
@using PowderCoating.Web.Controllers
|
||||
@model AdminEmailSelectionModel
|
||||
@{
|
||||
ViewData["Title"] = "Choose Companies";
|
||||
}
|
||||
|
||||
<div class="container-fluid py-4" style="max-width:1100px">
|
||||
<div class="d-flex flex-wrap justify-content-between align-items-center gap-3 mb-4">
|
||||
<div>
|
||||
<h3 class="mb-1"><i class="bi bi-building-check me-2 text-primary"></i>Admin Email Wizard</h3>
|
||||
<p class="text-muted mb-0">Step 2 of 3: choose which companies should receive this message.</p>
|
||||
</div>
|
||||
<div class="badge text-bg-secondary px-3 py-2">@Model.AvailableCompanies.Count company records</div>
|
||||
</div>
|
||||
|
||||
<div class="card shadow-sm border-0 mb-4">
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-lg-6">
|
||||
<div class="small text-muted text-uppercase fw-semibold mb-1">Subject</div>
|
||||
<div class="fw-semibold">@Model.Subject</div>
|
||||
</div>
|
||||
<div class="col-lg-6">
|
||||
<div class="small text-muted text-uppercase fw-semibold mb-1">Message Summary</div>
|
||||
<div class="text-muted">Rich-text message prepared. Merge tokens will render on the preview step.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<form method="post" asp-action="Preview" id="company-select-form">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" asp-for="Subject" />
|
||||
<input type="hidden" asp-for="BodyHtml" />
|
||||
|
||||
<div class="card shadow-sm border-0">
|
||||
<div class="card-body p-4">
|
||||
<div class="row g-3 align-items-center mb-3">
|
||||
<div class="col-lg-5">
|
||||
<input type="search" class="form-control" id="company-filter" placeholder="Search company, contact, or email" />
|
||||
</div>
|
||||
<div class="col-lg-7 d-flex flex-wrap gap-2 justify-content-lg-end">
|
||||
<button type="button" class="btn btn-outline-secondary btn-sm" id="select-all-btn">Select All Visible</button>
|
||||
<button type="button" class="btn btn-outline-secondary btn-sm" id="clear-all-btn">Clear Visible</button>
|
||||
<span class="badge text-bg-primary" id="selected-count">0 selected</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<span asp-validation-for="CompanyIds" class="text-danger small d-block mb-3"></span>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:56px"></th>
|
||||
<th>Company</th>
|
||||
<th>Primary Contact</th>
|
||||
<th>Email</th>
|
||||
<th>Company Admin</th>
|
||||
<th>Status</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var company in Model.AvailableCompanies)
|
||||
{
|
||||
<tr class="company-row">
|
||||
<td>
|
||||
<input class="form-check-input company-checkbox"
|
||||
type="checkbox"
|
||||
name="CompanyIds"
|
||||
value="@company.CompanyId"
|
||||
@(company.IsSelected ? "checked" : null) />
|
||||
</td>
|
||||
<td>
|
||||
<div class="fw-semibold">@company.CompanyName</div>
|
||||
<div class="small text-muted">#@company.CompanyId</div>
|
||||
</td>
|
||||
<td>@(string.IsNullOrWhiteSpace(company.PrimaryContactName) ? "—" : company.PrimaryContactName)</td>
|
||||
<td>
|
||||
@if (string.IsNullOrWhiteSpace(company.PrimaryContactEmail))
|
||||
{
|
||||
<span class="badge text-bg-warning">Missing</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span>@company.PrimaryContactEmail</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<div>@(string.IsNullOrWhiteSpace(company.CompanyAdminName) ? "—" : company.CompanyAdminName)</div>
|
||||
@if (!string.IsNullOrWhiteSpace(company.CompanyAdminEmail))
|
||||
{
|
||||
<div class="small text-muted">@company.CompanyAdminEmail</div>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (company.IsActive)
|
||||
{
|
||||
<span class="badge text-bg-success">Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge text-bg-secondary">Inactive</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div class="d-flex flex-wrap justify-content-between gap-3 mt-4">
|
||||
<button type="submit"
|
||||
formaction="@Url.Action("BackToCompose")"
|
||||
class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to Compose
|
||||
</button>
|
||||
<button type="submit" class="btn btn-primary">
|
||||
Next: Preview <i class="bi bi-arrow-right ms-2"></i>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
<script>
|
||||
(function () {
|
||||
const filterInput = document.getElementById('company-filter');
|
||||
const rows = Array.from(document.querySelectorAll('.company-row'));
|
||||
const checkboxes = Array.from(document.querySelectorAll('.company-checkbox'));
|
||||
const selectedCount = document.getElementById('selected-count');
|
||||
|
||||
function updateSelectedCount() {
|
||||
const total = checkboxes.filter(cb => cb.checked).length;
|
||||
selectedCount.textContent = `${total} selected`;
|
||||
}
|
||||
|
||||
function applyFilter() {
|
||||
const term = filterInput.value.trim().toLowerCase();
|
||||
rows.forEach(row => {
|
||||
const visible = row.textContent.toLowerCase().includes(term);
|
||||
row.style.display = visible ? '' : 'none';
|
||||
});
|
||||
}
|
||||
|
||||
document.getElementById('select-all-btn').addEventListener('click', () => {
|
||||
rows.forEach(row => {
|
||||
if (row.style.display === 'none') return;
|
||||
row.querySelector('.company-checkbox').checked = true;
|
||||
});
|
||||
updateSelectedCount();
|
||||
});
|
||||
|
||||
document.getElementById('clear-all-btn').addEventListener('click', () => {
|
||||
rows.forEach(row => {
|
||||
if (row.style.display === 'none') return;
|
||||
row.querySelector('.company-checkbox').checked = false;
|
||||
});
|
||||
updateSelectedCount();
|
||||
});
|
||||
|
||||
filterInput.addEventListener('input', applyFilter);
|
||||
checkboxes.forEach(cb => cb.addEventListener('change', updateSelectedCount));
|
||||
updateSelectedCount();
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,176 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Equipment.CreateEquipmentDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Add New Equipment";
|
||||
ViewData["PageIcon"] = "bi-tools";
|
||||
ViewData["PageHelpTitle"] = "Add New Equipment";
|
||||
ViewData["PageHelpContent"] = "Equipment records track physical assets in your shop — ovens, spray booths, compressors, and other machinery. Enter a name, type, and location at minimum. Serial number and warranty details help with service claims. The maintenance interval drives the Next Scheduled date shown on the equipment list.";
|
||||
var statusList = ViewBag.StatusList as Array ?? Array.Empty<object>();
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-10">
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to List
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body p-4">
|
||||
<form asp-action="Create" method="post">
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<!-- Basic Information Section -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0"><i class="bi bi-info-circle me-2 text-primary"></i>Basic Information</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Basic Information"
|
||||
data-bs-content="Equipment Name is what appears throughout the system. Type describes the category (e.g., Oven, Spray Booth, Compressor). Equipment Number is an optional internal reference code like EQ-001. Location helps staff quickly find the equipment on the shop floor.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="EquipmentName" class="form-label">Equipment Name <span class="text-danger">*</span></label>
|
||||
<input asp-for="EquipmentName" class="form-control" placeholder="Enter equipment name" />
|
||||
<span asp-validation-for="EquipmentName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="EquipmentNumber" class="form-label">Equipment Number</label>
|
||||
<input asp-for="EquipmentNumber" class="form-control" placeholder="e.g., EQ-001" />
|
||||
<span asp-validation-for="EquipmentNumber" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="EquipmentType" class="form-label">Type <span class="text-danger">*</span></label>
|
||||
<input asp-for="EquipmentType" class="form-control" placeholder="e.g., Oven, Spray Booth, Compressor" />
|
||||
<span asp-validation-for="EquipmentType" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Location" class="form-label">Location</label>
|
||||
<input asp-for="Location" class="form-control" placeholder="e.g., Shop Floor A, Building 2" />
|
||||
<span asp-validation-for="Location" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Manufacturer Information Section -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0"><i class="bi bi-building me-2 text-primary"></i>Manufacturer Information</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Manufacturer Information"
|
||||
data-bs-content="Manufacturer, model, and serial number are useful for warranty claims, ordering replacement parts, and scheduling manufacturer-recommended service. The serial number is especially important if the equipment is registered for warranty support.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="Manufacturer" class="form-label">Manufacturer</label>
|
||||
<input asp-for="Manufacturer" class="form-control" placeholder="Enter manufacturer name" />
|
||||
<span asp-validation-for="Manufacturer" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="Model" class="form-label">Model</label>
|
||||
<input asp-for="Model" class="form-control" placeholder="Enter model number" />
|
||||
<span asp-validation-for="Model" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="SerialNumber" class="form-label">Serial Number</label>
|
||||
<input asp-for="SerialNumber" class="form-control" placeholder="Enter serial number" />
|
||||
<span asp-validation-for="SerialNumber" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Purchase & Warranty Section -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0"><i class="bi bi-receipt me-2 text-primary"></i>Purchase & Warranty</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Purchase & Warranty"
|
||||
data-bs-content="Purchase Date and Price help track the asset value of your equipment. Warranty Expiration is shown in green (active) or red (expired) on the Details page, so you know whether a repair might be covered before calling a technician.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="PurchaseDate" class="form-label">Purchase Date</label>
|
||||
<input asp-for="PurchaseDate" type="date" class="form-control" />
|
||||
<span asp-validation-for="PurchaseDate" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="PurchasePrice" class="form-label">Purchase Price</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="PurchasePrice" type="number" step="0.01" min="0" value="0" class="form-control" placeholder="0.00" />
|
||||
</div>
|
||||
<span asp-validation-for="PurchasePrice" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="WarrantyExpiration" class="form-label">Warranty Expiration</label>
|
||||
<input asp-for="WarrantyExpiration" type="date" class="form-control" />
|
||||
<span asp-validation-for="WarrantyExpiration" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Status Section -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0"><i class="bi bi-toggle-on me-2 text-primary"></i>Status</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Status"
|
||||
data-bs-content="Operational = working normally. Needs Maintenance = flagged for upcoming service. Under Maintenance = currently being serviced. Out of Service = not working, requires repair before use. Retired = permanently decommissioned. Status is shown on the equipment list and can be updated at any time from the Edit page.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="Status" class="form-label">Initial Status</label>
|
||||
<select asp-for="Status" class="form-select">
|
||||
@foreach (var status in statusList)
|
||||
{
|
||||
<option value="@status">@status.ToString()</option>
|
||||
}
|
||||
</select>
|
||||
<span asp-validation-for="Status" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notes Section -->
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-journal-text me-2 text-primary"></i>Notes
|
||||
</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label asp-for="Notes" class="form-label">Additional Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="4" placeholder="Enter any additional notes about this equipment"></textarea>
|
||||
<span asp-validation-for="Notes" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Form Actions -->
|
||||
<div class="d-flex gap-2 justify-content-end pt-3 border-top">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary px-4">Cancel</a>
|
||||
<button type="submit" class="btn btn-primary px-4">
|
||||
<i class="bi bi-check-circle me-2"></i>Create Equipment
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
}
|
||||
|
||||
@@ -1,108 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Equipment.EquipmentDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Delete Equipment";
|
||||
ViewData["PageIcon"] = "bi-tools";
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-8">
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to Details
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Warning Banner -->
|
||||
<div class="alert alert-danger alert-permanent d-flex align-items-start mb-4">
|
||||
<i class="bi bi-exclamation-triangle me-3" style="font-size: 1.5rem;"></i>
|
||||
<div>
|
||||
<strong>Warning: This action cannot be undone!</strong>
|
||||
<p class="mb-0 mt-1">This equipment record will be marked as deleted. All associated maintenance records will be preserved but the equipment will no longer appear in the active list.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body p-4">
|
||||
<!-- Equipment Summary -->
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">Equipment Information</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Equipment Name</label>
|
||||
<p class="fw-semibold mb-0">@Model.EquipmentName</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Equipment Number</label>
|
||||
<p class="mb-0">@(Model.EquipmentNumber ?? "Not assigned")</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Type</label>
|
||||
<p class="mb-0">@Model.EquipmentType</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Location</label>
|
||||
<p class="mb-0">@(Model.Location ?? "—")</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Status</label>
|
||||
<p class="mb-0">
|
||||
@{
|
||||
var statusClass = Model.Status switch
|
||||
{
|
||||
"Operational" => "success",
|
||||
"NeedsMaintenance" => "warning",
|
||||
"UnderMaintenance" => "info",
|
||||
"OutOfService" => "danger",
|
||||
_ => "secondary"
|
||||
};
|
||||
}
|
||||
<span class="badge bg-@statusClass bg-opacity-10 text-@statusClass">
|
||||
@Model.StatusDisplay
|
||||
</span>
|
||||
</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Purchase Price</label>
|
||||
<p class="mb-0">@Model.PurchasePrice.ToString("C")</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.Manufacturer) || !string.IsNullOrEmpty(Model.Model))
|
||||
{
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">Manufacturer Information</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Manufacturer</label>
|
||||
<p class="mb-0">@(Model.Manufacturer ?? "—")</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Model</label>
|
||||
<p class="mb-0">@(Model.Model ?? "—")</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Serial Number</label>
|
||||
<p class="mb-0">@(Model.SerialNumber ?? "—")</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Delete Confirmation Form -->
|
||||
<form asp-action="Delete" method="post" class="mt-4">
|
||||
<input type="hidden" asp-for="Id" />
|
||||
<div class="d-flex gap-2 justify-content-end pt-3 border-top">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary px-4">
|
||||
<i class="bi bi-x-circle me-2"></i>Cancel
|
||||
</a>
|
||||
<button type="submit" class="btn btn-danger px-4">
|
||||
<i class="bi bi-trash me-2"></i>Delete Equipment
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,450 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Equipment.EquipmentDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = Model.EquipmentName;
|
||||
ViewData["PageIcon"] = "bi-tools";
|
||||
ViewData["PageHelpTitle"] = "Equipment Details";
|
||||
ViewData["PageHelpContent"] = "The status banner shows whether this equipment is currently available. Maintenance Schedule shows the interval and when service is next due. Use Add Maintenance or Schedule Maintenance to log upcoming or completed service. Upload a PDF user manual here so staff can access it without leaving the system.";
|
||||
var maintenanceHistory = ViewBag.MaintenanceHistory as List<PowderCoating.Application.DTOs.Maintenance.MaintenanceListDto> ?? new List<PowderCoating.Application.DTOs.Maintenance.MaintenanceListDto>();
|
||||
var hasManual = !string.IsNullOrWhiteSpace(Model.ManualFilePath) || (!string.IsNullOrWhiteSpace(Model.Notes) && Model.Notes.StartsWith("uploads/"));
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-10">
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div>
|
||||
<p class="text-muted mb-0">@Model.EquipmentType @(!string.IsNullOrEmpty(Model.EquipmentNumber) ? $"• {Model.EquipmentNumber}" : "")</p>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-warning">
|
||||
<i class="bi bi-pencil me-2"></i>Edit
|
||||
</a>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to List
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Status Banner -->
|
||||
@{
|
||||
var statusClass = Model.Status switch
|
||||
{
|
||||
"Operational" => "alert-success",
|
||||
"NeedsMaintenance" => "alert-warning",
|
||||
"UnderMaintenance" => "alert-info",
|
||||
"OutOfService" => "alert-danger",
|
||||
_ => "alert-secondary"
|
||||
};
|
||||
var statusIcon = Model.Status switch
|
||||
{
|
||||
"Operational" => "bi-check-circle",
|
||||
"NeedsMaintenance" => "bi-exclamation-triangle",
|
||||
"UnderMaintenance" => "bi-wrench",
|
||||
"OutOfService" => "bi-x-circle",
|
||||
_ => "bi-info-circle"
|
||||
};
|
||||
}
|
||||
<div class="alert @statusClass alert-permanent d-flex align-items-center mb-4">
|
||||
<i class="bi @statusIcon me-2" style="font-size: 1.5rem;"></i>
|
||||
<div>
|
||||
<strong>Status:</strong> @Model.StatusDisplay
|
||||
@if (Model.DaysUntilMaintenance.HasValue && Model.DaysUntilMaintenance < 7)
|
||||
{
|
||||
<span class="ms-2">• Maintenance due in @Model.DaysUntilMaintenance days</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- Left Column -->
|
||||
<div class="col-lg-8">
|
||||
<!-- Equipment Information -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-info-circle me-2 text-primary"></i>Equipment Information
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Equipment Name</label>
|
||||
<p class="fw-semibold mb-0">@Model.EquipmentName</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Equipment Number</label>
|
||||
<p class="mb-0">@(Model.EquipmentNumber ?? "Not assigned")</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Type</label>
|
||||
<p class="mb-0">@Model.EquipmentType</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Location</label>
|
||||
<p class="mb-0">
|
||||
@if (!string.IsNullOrEmpty(Model.Location))
|
||||
{
|
||||
<span><i class="bi bi-geo-alt me-1"></i>@Model.Location</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">Not specified</span>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Manufacturer</label>
|
||||
<p class="mb-0">@(Model.Manufacturer ?? "—")</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Model</label>
|
||||
<p class="mb-0">@(Model.Model ?? "—")</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Serial Number</label>
|
||||
<p class="mb-0">@(Model.SerialNumber ?? "—")</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Purchase & Warranty -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-receipt me-2 text-primary"></i>Purchase & Warranty
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Purchase Date</label>
|
||||
<p class="mb-0">
|
||||
@(Model.PurchaseDate.HasValue ? Model.PurchaseDate.Value.ToString("MMM dd, yyyy") : "Not recorded")
|
||||
</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Purchase Price</label>
|
||||
<p class="mb-0 fw-semibold">@Model.PurchasePrice.ToString("C")</p>
|
||||
</div>
|
||||
<div class="col-md-12">
|
||||
<label class="text-muted small mb-1">Warranty Expiration</label>
|
||||
<p class="mb-0">
|
||||
@if (Model.WarrantyExpiration.HasValue)
|
||||
{
|
||||
var isExpired = Model.WarrantyExpiration.Value < DateTime.Now;
|
||||
<span class="@(isExpired ? "text-danger" : "text-success")">
|
||||
@Model.WarrantyExpiration.Value.ToString("MMM dd, yyyy")
|
||||
@(isExpired ? "(Expired)" : "(Active)")
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">No warranty information</span>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Maintenance Schedule -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3 d-flex align-items-center gap-2">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-calendar-check me-2 text-primary"></i>Maintenance Schedule
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Maintenance Schedule"
|
||||
data-bs-content="Maintenance Interval is how many days between scheduled services — set this on the Edit page. Next Scheduled is calculated automatically as Last Maintenance date plus the interval. If no maintenance has been completed yet, Next Scheduled will be blank until the first service is recorded as Completed.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Maintenance Interval</label>
|
||||
<p class="mb-0">@Model.RecommendedMaintenanceIntervalDays days</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Last Maintenance</label>
|
||||
<p class="mb-0">
|
||||
@(Model.LastMaintenanceDate.HasValue ? Model.LastMaintenanceDate.Value.ToString("MMM dd, yyyy") : "Never")
|
||||
</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Next Scheduled</label>
|
||||
<p class="mb-0">
|
||||
@if (Model.NextScheduledMaintenance.HasValue)
|
||||
{
|
||||
<span>@Model.NextScheduledMaintenance.Value.ToString("MMM dd, yyyy")</span>
|
||||
@if (Model.DaysUntilMaintenance.HasValue)
|
||||
{
|
||||
<br />
|
||||
<small class="text-muted">(@Model.DaysUntilMaintenance days away)</small>
|
||||
}
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">Not scheduled</span>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Maintenance History -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3 d-flex justify-content-between align-items-center">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-clock-history me-2 text-primary"></i>Maintenance History
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Maintenance History"
|
||||
data-bs-content="Shows the 10 most recent maintenance records for this equipment. Click View All Maintenance to see the full history. Completed records update the Last Maintenance date and recalculate the Next Scheduled date. Use Add Maintenance to log an upcoming or completed service task.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<a asp-controller="Maintenance" asp-action="Create" asp-route-equipmentId="@Model.Id" class="btn btn-sm btn-primary">
|
||||
<i class="bi bi-plus-circle me-1"></i>Add Maintenance
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!maintenanceHistory.Any())
|
||||
{
|
||||
<div class="text-center py-4">
|
||||
<i class="bi bi-inbox" style="font-size: 3rem; color: #d1d5db;"></i>
|
||||
<p class="text-muted mt-2 mb-0">No maintenance records yet</p>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>Type</th>
|
||||
<th>Status</th>
|
||||
<th>Priority</th>
|
||||
<th>Cost</th>
|
||||
<th>Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var maintenance in maintenanceHistory.Take(10))
|
||||
{
|
||||
<tr>
|
||||
<td>@maintenance.ScheduledDate.ToString("MMM dd, yyyy")</td>
|
||||
<td>@maintenance.MaintenanceType</td>
|
||||
<td>
|
||||
@{
|
||||
var badgeClass = maintenance.Status switch
|
||||
{
|
||||
"Scheduled" => "bg-primary",
|
||||
"InProgress" => "bg-warning",
|
||||
"Completed" => "bg-success",
|
||||
"Overdue" => "bg-danger",
|
||||
"Cancelled" => "bg-secondary",
|
||||
_ => "bg-secondary"
|
||||
};
|
||||
}
|
||||
<span class="badge @badgeClass bg-opacity-10 text-@badgeClass.Replace("bg-", "")">
|
||||
@maintenance.StatusDisplay
|
||||
</span>
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
var priorityClass = maintenance.Priority switch
|
||||
{
|
||||
"Critical" => "danger",
|
||||
"High" => "warning",
|
||||
"Normal" => "primary",
|
||||
"Low" => "secondary",
|
||||
_ => "secondary"
|
||||
};
|
||||
}
|
||||
<span class="badge bg-@priorityClass bg-opacity-10 text-@priorityClass">
|
||||
@maintenance.PriorityDisplay
|
||||
</span>
|
||||
</td>
|
||||
<td>@maintenance.TotalCost.ToString("C")</td>
|
||||
<td>
|
||||
<a asp-controller="Maintenance" asp-action="Details" asp-route-id="@maintenance.Id" class="btn btn-sm btn-outline-primary">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- User Manuals -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-file-earmark-pdf me-2 text-primary"></i>User Manual
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (hasManual)
|
||||
{
|
||||
// Get the filename from new storage or legacy storage
|
||||
var fileName = !string.IsNullOrWhiteSpace(Model.ManualFileName)
|
||||
? Model.ManualFileName
|
||||
: (!string.IsNullOrWhiteSpace(Model.Notes) ? System.IO.Path.GetFileName(Model.Notes) : "User Manual");
|
||||
|
||||
// Remove GUID prefix from legacy filenames
|
||||
if (fileName.Length > 37 && fileName[36] == '-')
|
||||
{
|
||||
fileName = fileName.Substring(37);
|
||||
}
|
||||
<div class="d-flex justify-content-between align-items-center p-3 bg-light rounded">
|
||||
<div class="d-flex align-items-center" style="max-width: 70%;">
|
||||
<i class="bi bi-file-earmark-pdf text-danger me-2" style="font-size: 1.5rem;"></i>
|
||||
<span class="fw-semibold text-truncate" title="@fileName">@fileName</span>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-action="DownloadManual" asp-route-id="@Model.Id" class="btn btn-sm btn-primary">
|
||||
<i class="bi bi-download me-1"></i>Download
|
||||
</a>
|
||||
<form asp-action="DeleteManual" method="post" class="d-inline delete-manual-form" data-equipment-id="@Model.Id">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="equipmentId" value="@Model.Id" />
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-3">
|
||||
<i class="bi bi-file-earmark-x" style="font-size: 3rem; color: #d1d5db;"></i>
|
||||
<p class="text-muted mt-2 mb-3">No manual uploaded</p>
|
||||
</div>
|
||||
}
|
||||
|
||||
<form asp-action="UploadManual" method="post" enctype="multipart/form-data" class="mt-3" id="uploadManualForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="equipmentId" value="@Model.Id" />
|
||||
<div class="input-group">
|
||||
<input type="file" class="form-control" name="manualFile" id="manualFile" accept=".pdf,.doc,.docx,.xls,.xlsx">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-upload me-1"></i>Upload
|
||||
</button>
|
||||
</div>
|
||||
<small class="text-muted d-block mt-1">Allowed: PDF, DOC, DOCX, XLS, XLSX (Max 10 MB)</small>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Right Column -->
|
||||
<div class="col-lg-4">
|
||||
<!-- Quick Actions -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-lightning me-2 text-primary"></i>Quick Actions
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-grid gap-2">
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-warning">
|
||||
<i class="bi bi-pencil me-2"></i>Edit Equipment
|
||||
</a>
|
||||
<a asp-controller="Maintenance" asp-action="Create" asp-route-equipmentId="@Model.Id" class="btn btn-primary">
|
||||
<i class="bi bi-wrench me-2"></i>Schedule Maintenance
|
||||
</a>
|
||||
<a asp-controller="Maintenance" asp-action="Index" asp-route-equipmentId="@Model.Id" class="btn btn-outline-primary">
|
||||
<i class="bi bi-list me-2"></i>View All Maintenance
|
||||
</a>
|
||||
<hr />
|
||||
<a asp-action="Delete" asp-route-id="@Model.Id" class="btn btn-outline-danger">
|
||||
<i class="bi bi-trash me-2"></i>Delete Equipment
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
// Handle manual upload via AJAX
|
||||
document.getElementById('uploadManualForm')?.addEventListener('submit', function(e) {
|
||||
e.preventDefault();
|
||||
|
||||
const fileInput = document.getElementById('manualFile');
|
||||
if (!fileInput.files.length) {
|
||||
showWarning('Please select a file to upload.', 'No File Selected');
|
||||
return;
|
||||
}
|
||||
|
||||
const formData = new FormData(this);
|
||||
const button = this.querySelector('button[type="submit"]');
|
||||
const originalButtonText = button.innerHTML;
|
||||
button.disabled = true;
|
||||
button.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Uploading...';
|
||||
|
||||
fetch(this.action, {
|
||||
method: 'POST',
|
||||
body: formData
|
||||
})
|
||||
.then(response => response.json())
|
||||
.then(data => {
|
||||
if (data.success) {
|
||||
location.reload();
|
||||
} else {
|
||||
showError(data.message || 'Upload failed', 'Upload Failed');
|
||||
button.disabled = false;
|
||||
button.innerHTML = originalButtonText;
|
||||
}
|
||||
})
|
||||
.catch(error => {
|
||||
showError('An error occurred during upload', 'Upload Error');
|
||||
button.disabled = false;
|
||||
button.innerHTML = originalButtonText;
|
||||
});
|
||||
});
|
||||
|
||||
// Handle manual deletion
|
||||
document.querySelector('.delete-manual-form')?.addEventListener('submit', function(e) {
|
||||
e.preventDefault();
|
||||
|
||||
if (!confirm('Are you sure you want to delete this manual?')) {
|
||||
return;
|
||||
}
|
||||
|
||||
const formData = new FormData(this);
|
||||
|
||||
fetch(this.action, {
|
||||
method: 'POST',
|
||||
body: formData
|
||||
})
|
||||
.then(response => response.json())
|
||||
.then(data => {
|
||||
if (data.success) {
|
||||
location.reload();
|
||||
} else {
|
||||
showError(data.message || 'Delete failed', 'Delete Failed');
|
||||
}
|
||||
})
|
||||
.catch(error => {
|
||||
showError('An error occurred during deletion', 'Delete Error');
|
||||
});
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,292 +0,0 @@
|
||||
@model PagedResult<PowderCoating.Application.DTOs.Equipment.EquipmentListDto>
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Equipment";
|
||||
ViewData["PageIcon"] = "bi-tools";
|
||||
ViewData["PageHelpTitle"] = "Equipment";
|
||||
ViewData["PageHelpContent"] = "Track all shop equipment — ovens, spray booths, compressors, and other machinery. Status shows whether each piece is Operational, Needs Maintenance, Under Maintenance, or Out of Service. Next Maintenance date is calculated from the last completed maintenance plus the equipment's maintenance interval. Click any row to view full details and maintenance history.";
|
||||
}
|
||||
|
||||
<div class="pcl-metric-strip">
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "TOTAL", Value: Model.TotalCount.ToString(), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "OPERATIONAL", Value: Model.Items.Count(e => e.Status == "Operational").ToString(), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "NEEDS SERVICE", Value: Model.Items.Count(e => e.Status == "NeedsMaintenance").ToString(), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
<div class="pcl-metric-strip-cell">
|
||||
@await Html.PartialAsync("_Metric", (Label: "IN MAINTENANCE", Value: Model.Items.Count(e => e.Status == "UnderMaintenance").ToString(), Delta: (string?)null, DeltaDir: (string?)null))
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Equipment Table Card -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<div class="d-flex flex-column flex-lg-row justify-content-between align-items-start align-items-lg-center gap-3">
|
||||
<div class="d-flex flex-column flex-sm-row gap-2 w-100 w-lg-auto">
|
||||
<form method="get" class="d-flex flex-column flex-sm-row gap-2 flex-grow-1 flex-lg-grow-0">
|
||||
<input type="hidden" name="sortColumn" value="@ViewBag.SortColumn" />
|
||||
<input type="hidden" name="sortDirection" value="@ViewBag.SortDirection" />
|
||||
<input type="hidden" name="pageSize" value="@Model.PageSize" />
|
||||
<select name="statusFilter" class="form-select" style="max-width: 250px; min-width: 150px;" onchange="this.form.submit()">
|
||||
<option value="">All Statuses</option>
|
||||
<option value="@((int)PowderCoating.Core.Enums.EquipmentStatus.Operational)" selected="@(ViewBag.StatusFilter == PowderCoating.Core.Enums.EquipmentStatus.Operational)">Operational</option>
|
||||
<option value="@((int)PowderCoating.Core.Enums.EquipmentStatus.NeedsMaintenance)" selected="@(ViewBag.StatusFilter == PowderCoating.Core.Enums.EquipmentStatus.NeedsMaintenance)">Needs Maintenance</option>
|
||||
<option value="@((int)PowderCoating.Core.Enums.EquipmentStatus.UnderMaintenance)" selected="@(ViewBag.StatusFilter == PowderCoating.Core.Enums.EquipmentStatus.UnderMaintenance)">Under Maintenance</option>
|
||||
<option value="@((int)PowderCoating.Core.Enums.EquipmentStatus.OutOfService)" selected="@(ViewBag.StatusFilter == PowderCoating.Core.Enums.EquipmentStatus.OutOfService)">Out of Service</option>
|
||||
<option value="@((int)PowderCoating.Core.Enums.EquipmentStatus.Retired)" selected="@(ViewBag.StatusFilter == PowderCoating.Core.Enums.EquipmentStatus.Retired)">Retired</option>
|
||||
</select>
|
||||
<div class="input-group" style="max-width: 350px; min-width: 200px;">
|
||||
<span class="input-group-text bg-white border-end-0">
|
||||
<i class="bi bi-search text-muted"></i>
|
||||
</span>
|
||||
<input type="text" name="searchTerm" class="form-control border-start-0"
|
||||
placeholder="Search equipment..." value="@ViewBag.SearchTerm">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-search"></i>
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
<a asp-action="Create" class="btn btn-primary text-nowrap">
|
||||
<i class="bi bi-plus-circle me-2"></i>
|
||||
<span class="d-none d-sm-inline">Add Equipment</span>
|
||||
<span class="d-inline d-sm-none">Add</span>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No equipment found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first equipment</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Equipment
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th sortable="Name" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection" class="ps-4">Equipment</th>
|
||||
<th sortable="EquipmentCode" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Code</th>
|
||||
<th>Type</th>
|
||||
<th sortable="Status" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Status</th>
|
||||
<th>Location</th>
|
||||
<th sortable="NextMaintenanceDate" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Next Maintenance</th>
|
||||
<th class="text-end pe-4">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="equipmentTable">
|
||||
@foreach (var equipment in Model.Items.Where(e => e.IsActive))
|
||||
{
|
||||
<tr class="equipment-row" data-equipment-id="@equipment.Id" style="cursor: pointer;">
|
||||
<td class="ps-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<div class="rounded-circle d-flex align-items-center justify-content-center"
|
||||
style="width: 40px; height: 40px; background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%); color: white; font-weight: 600;">
|
||||
@if (!string.IsNullOrEmpty(equipment.EquipmentType))
|
||||
{
|
||||
@equipment.EquipmentType.Substring(0, 1).ToUpper()
|
||||
}
|
||||
else
|
||||
{
|
||||
@equipment.EquipmentName.Substring(0, 1).ToUpper()
|
||||
}
|
||||
</div>
|
||||
<div>
|
||||
<div class="fw-semibold">@equipment.EquipmentName</div>
|
||||
@if (!string.IsNullOrEmpty(equipment.EquipmentNumber))
|
||||
{
|
||||
<small class="text-muted">@equipment.EquipmentNumber</small>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>@equipment.EquipmentType</td>
|
||||
<td>
|
||||
@await Html.PartialAsync("_StatusChip", (Kind: StatusChipHelper.EquipmentStatus(equipment.Status), Text: equipment.StatusDisplay))
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(equipment.Location))
|
||||
{
|
||||
<span><i class="bi bi-geo-alt me-1"></i>@equipment.Location</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (equipment.NextScheduledMaintenance.HasValue)
|
||||
{
|
||||
<span>@equipment.NextScheduledMaintenance.Value.ToString("MMM dd, yyyy")</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">Not scheduled</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end pe-4">
|
||||
<div class="btn-group btn-group-sm">
|
||||
<a asp-action="Details" asp-route-id="@equipment.Id" class="btn btn-outline-primary" title="View Details">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-action="Edit" asp-route-id="@equipment.Id" class="btn btn-outline-warning" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<a asp-action="Delete" asp-route-id="@equipment.Id" class="btn btn-outline-danger" title="Delete">
|
||||
<i class="bi bi-trash"></i>
|
||||
</a>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile Card View -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var equipment in Model.Items.Where(e => e.IsActive))
|
||||
{
|
||||
<div class="mobile-data-card"
|
||||
data-id="@equipment.Id"
|
||||
onclick="window.location.href='@Url.Action("Details", new { id = equipment.Id })'">
|
||||
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon" style="background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);">
|
||||
<i class="bi bi-tools"></i>
|
||||
</div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@equipment.EquipmentName</h6>
|
||||
<small>@equipment.EquipmentType</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mobile-card-body">
|
||||
@if (!string.IsNullOrEmpty(equipment.EquipmentNumber))
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Code</span>
|
||||
<span class="mobile-card-value">@equipment.EquipmentNumber</span>
|
||||
</div>
|
||||
}
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Status</span>
|
||||
<span class="mobile-card-value">
|
||||
@switch (equipment.Status)
|
||||
{
|
||||
case "Operational":
|
||||
<span class="badge bg-success bg-opacity-10 text-success">
|
||||
<i class="bi bi-check-circle me-1"></i>@equipment.StatusDisplay
|
||||
</span>
|
||||
break;
|
||||
case "NeedsMaintenance":
|
||||
<span class="badge bg-warning bg-opacity-10 text-warning">
|
||||
<i class="bi bi-exclamation-triangle me-1"></i>@equipment.StatusDisplay
|
||||
</span>
|
||||
break;
|
||||
case "UnderMaintenance":
|
||||
<span class="badge bg-info bg-opacity-10 text-info">
|
||||
<i class="bi bi-wrench me-1"></i>@equipment.StatusDisplay
|
||||
</span>
|
||||
break;
|
||||
case "OutOfService":
|
||||
<span class="badge bg-danger bg-opacity-10 text-danger">
|
||||
<i class="bi bi-x-circle me-1"></i>@equipment.StatusDisplay
|
||||
</span>
|
||||
break;
|
||||
default:
|
||||
<span class="badge bg-secondary bg-opacity-10 text-secondary">
|
||||
@equipment.StatusDisplay
|
||||
</span>
|
||||
break;
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(equipment.Location))
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Location</span>
|
||||
<span class="mobile-card-value"><i class="bi bi-geo-alt me-1"></i>@equipment.Location</span>
|
||||
</div>
|
||||
}
|
||||
@if (equipment.NextScheduledMaintenance.HasValue)
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Next Maintenance</span>
|
||||
<span class="mobile-card-value">@equipment.NextScheduledMaintenance.Value.ToString("MMM dd, yyyy")</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div class="mobile-card-footer">
|
||||
<a href="@Url.Action("Details", new { id = equipment.Id })"
|
||||
class="btn btn-sm btn-outline-primary"
|
||||
onclick="event.stopPropagation();">
|
||||
<i class="bi bi-eye me-1"></i>View
|
||||
</a>
|
||||
<a href="@Url.Action("Edit", new { id = equipment.Id })"
|
||||
class="btn btn-sm btn-outline-secondary"
|
||||
onclick="event.stopPropagation();">
|
||||
<i class="bi bi-pencil me-1"></i>Edit
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@if (Model.TotalCount > 0)
|
||||
{
|
||||
@await Html.PartialAsync("_Pagination", Model)
|
||||
}
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
// Simple search functionality
|
||||
document.getElementById('searchInput')?.addEventListener('input', function(e) {
|
||||
const searchTerm = e.target.value.toLowerCase();
|
||||
const rows = document.querySelectorAll('#equipmentTable tr');
|
||||
|
||||
rows.forEach(row => {
|
||||
const text = row.textContent.toLowerCase();
|
||||
row.style.display = text.includes(searchTerm) ? '' : 'none';
|
||||
});
|
||||
});
|
||||
|
||||
// Make table rows clickable
|
||||
document.querySelectorAll('.equipment-row').forEach(row => {
|
||||
row.addEventListener('click', function(e) {
|
||||
// Don't navigate if clicking on action buttons or links
|
||||
if (e.target.closest('.btn-group') || e.target.closest('a') || e.target.closest('button')) {
|
||||
return;
|
||||
}
|
||||
|
||||
const equipmentId = this.getAttribute('data-equipment-id');
|
||||
window.location.href = '@Url.Action("Details", "Equipment")/' + equipmentId;
|
||||
});
|
||||
|
||||
// Add hover effect
|
||||
row.addEventListener('mouseenter', function() {
|
||||
this.style.backgroundColor = '#f8f9fa';
|
||||
});
|
||||
|
||||
row.addEventListener('mouseleave', function() {
|
||||
this.style.backgroundColor = '';
|
||||
});
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,203 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.CreateExpenseDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "New Expense";
|
||||
ViewData["PageIcon"] = "bi-receipt";
|
||||
ViewData["PageHelpTitle"] = "New Expense";
|
||||
ViewData["PageHelpContent"] = "Use this for purchases paid immediately — credit card swipes, cash payments, debit transactions. For vendor invoices paid later, use Bills instead. Select the expense account (what was bought) and the payment account (where the money came from).";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-start mb-4">
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
</div>
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-7">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-body">
|
||||
<form asp-action="Create" method="post" enctype="multipart/form-data">
|
||||
@Html.AntiForgeryToken()
|
||||
<div asp-validation-summary="ModelOnly" class="alert alert-danger alert-permanent mb-3"></div>
|
||||
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="Date" class="form-label fw-medium">Date <span class="text-danger">*</span></label>
|
||||
<input asp-for="Date" type="date" class="form-control" />
|
||||
<span asp-validation-for="Date" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="Amount" class="form-label fw-medium">Amount <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="Amount" type="number" step="0.01" min="0.01" class="form-control" />
|
||||
</div>
|
||||
<span asp-validation-for="Amount" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
<div class="col-12">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="ExpenseAccountId" class="form-label fw-medium mb-0">Expense Account <span class="text-danger">*</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Expense Account"
|
||||
data-bs-content="The expense category this purchase belongs to — e.g. Supplies, Materials, Utilities, Fuel. This account is debited when the expense is saved. Choose the most specific account that fits to keep your reports accurate.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="d-flex gap-2 align-items-center">
|
||||
<select asp-for="ExpenseAccountId" asp-items="ViewBag.ExpenseAccounts" class="form-select" id="expenseAccountSelect">
|
||||
<option value="">— Select Account —</option>
|
||||
</select>
|
||||
<button type="button" class="btn btn-sm btn-outline-primary text-nowrap" id="expAiSuggestBtn" title="AI-suggest expense account">
|
||||
<i class="bi bi-stars me-1"></i>AI Suggest
|
||||
</button>
|
||||
</div>
|
||||
<span asp-validation-for="ExpenseAccountId" class="text-danger small"></span>
|
||||
<div id="expAiSuggestionBadge" class="mt-2 d-none">
|
||||
<span class="badge bg-info text-dark me-2" id="expAiSuggestionText"></span>
|
||||
<button type="button" class="btn btn-xs btn-success btn-sm py-0 px-2" id="expAiSuggestionUseBtn">Use This</button>
|
||||
<button type="button" class="btn btn-xs btn-outline-secondary btn-sm py-0 px-2 ms-1" onclick="document.getElementById('expAiSuggestionBadge').classList.add('d-none')">Dismiss</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-sm-6">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="PaymentAccountId" class="form-label fw-medium mb-0">Paid From <span class="text-danger">*</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Paid From"
|
||||
data-bs-content="The bank or cash account the money came out of — e.g. Business Checking, Petty Cash, Company Credit Card. This account is credited when the expense is saved. Used for bank reconciliation.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="PaymentAccountId" asp-items="ViewBag.PaymentAccounts" class="form-select">
|
||||
<option value="">— Select Account —</option>
|
||||
</select>
|
||||
<span asp-validation-for="PaymentAccountId" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="PaymentMethod" class="form-label fw-medium">Payment Method <span class="text-danger">*</span></label>
|
||||
<select asp-for="PaymentMethod" asp-items="ViewBag.PaymentMethods" class="form-select"></select>
|
||||
</div>
|
||||
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-muted small">(optional)</span></label>
|
||||
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">— None —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="JobId" class="form-label fw-medium mb-0">Job <span class="text-muted small">(optional)</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Linked Job"
|
||||
data-bs-content="Attach this expense to a specific job to track its true cost. Job-linked expenses roll up in job profitability reports, helping you see whether a job was profitable after all direct costs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="JobId" asp-items="ViewBag.Jobs" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="col-12">
|
||||
<label asp-for="Memo" class="form-label fw-medium">Memo</label>
|
||||
<textarea asp-for="Memo" class="form-control" rows="2" placeholder="What was this for?"></textarea>
|
||||
</div>
|
||||
|
||||
<div class="col-12">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label for="receiptFile" class="form-label fw-medium mb-0">Receipt <span class="text-muted small">(optional)</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Receipt"
|
||||
data-bs-content="Attach a photo or PDF of the receipt for audit purposes and expense reimbursement. Supports JPG, PNG, and PDF up to 10 MB. The image is stored securely and viewable from the expense detail page.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
|
||||
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">Image or PDF, up to 10 MB.</div>
|
||||
<div id="receiptPreview" class="mt-2 d-none">
|
||||
<img id="previewImg" src="" alt="Receipt preview" class="img-thumbnail" style="max-height:200px;" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2 mt-4">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-lg me-1"></i>Save Expense
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
@{await Html.RenderPartialAsync("_ValidationScriptsPartial");}
|
||||
<script>
|
||||
document.getElementById('receiptFile').addEventListener('change', function () {
|
||||
const file = this.files[0];
|
||||
const preview = document.getElementById('receiptPreview');
|
||||
const img = document.getElementById('previewImg');
|
||||
if (file && file.type.startsWith('image/')) {
|
||||
img.src = URL.createObjectURL(file);
|
||||
preview.classList.remove('d-none');
|
||||
} else {
|
||||
preview.classList.add('d-none');
|
||||
}
|
||||
});
|
||||
|
||||
// ── AI Suggest Account ────────────────────────────────────────────────
|
||||
let _expAiSuggestedAccountId = null;
|
||||
|
||||
document.getElementById('expAiSuggestBtn').addEventListener('click', async function () {
|
||||
const vendorSel = document.getElementById('VendorId');
|
||||
const vendorText = vendorSel ? (vendorSel.options[vendorSel.selectedIndex]?.text ?? '') : '';
|
||||
const memoEl = document.querySelector('[name="Memo"]');
|
||||
const description = memoEl ? memoEl.value : '';
|
||||
const amountEl = document.querySelector('[name="Amount"]');
|
||||
const amount = amountEl ? parseFloat(amountEl.value) || 0 : 0;
|
||||
|
||||
const btn = this;
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Thinking...';
|
||||
|
||||
try {
|
||||
const resp = await fetch('/Expenses/SuggestAccount', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json' },
|
||||
body: JSON.stringify({ vendorName: vendorText, description, amount, availableAccounts: [] })
|
||||
});
|
||||
const data = await resp.json();
|
||||
|
||||
if (data.success && data.suggestedAccountId) {
|
||||
_expAiSuggestedAccountId = data.suggestedAccountId;
|
||||
document.getElementById('expAiSuggestionText').textContent =
|
||||
'\u2728 ' + (data.suggestedAccountName || 'Suggested') + (data.reasoning ? ' \u2014 ' + data.reasoning : '');
|
||||
document.getElementById('expAiSuggestionBadge').classList.remove('d-none');
|
||||
} else {
|
||||
alert(data.errorMessage || 'Could not suggest an account.');
|
||||
}
|
||||
} catch (e) {
|
||||
alert('Error contacting AI service.');
|
||||
} finally {
|
||||
btn.disabled = false;
|
||||
btn.innerHTML = '<i class="bi bi-stars me-1"></i>AI Suggest';
|
||||
}
|
||||
});
|
||||
|
||||
document.getElementById('expAiSuggestionUseBtn').addEventListener('click', function () {
|
||||
if (!_expAiSuggestedAccountId) return;
|
||||
const sel = document.getElementById('expenseAccountSelect');
|
||||
if (sel) sel.value = String(_expAiSuggestedAccountId);
|
||||
document.getElementById('expAiSuggestionBadge').classList.add('d-none');
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,191 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.ExpenseDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Expense {Model.ExpenseNumber}";
|
||||
ViewData["PageIcon"] = "bi-receipt";
|
||||
ViewData["PageHelpTitle"] = "Expense";
|
||||
ViewData["PageHelpContent"] = "A direct purchase paid at the time of transaction. Expense Account shows what was bought; Paid From shows which bank/cash account was debited. Edit to correct any details. Delete permanently removes the record — there is no Void for expenses.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<a asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<span class="text-muted small">@Model.Date.ToString("MMMM d, yyyy")</span>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-pencil me-1"></i>Edit
|
||||
</a>
|
||||
<form asp-action="Delete" asp-route-id="@Model.Id" method="post"
|
||||
onsubmit="return confirm('Delete expense @Model.ExpenseNumber?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-danger">
|
||||
<i class="bi bi-trash me-1"></i>Delete
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible fade show">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-7">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header fw-semibold d-flex align-items-center gap-2">
|
||||
Expense Details
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Expense Details"
|
||||
data-bs-content="Expense Account: the category debited (what was purchased). Paid From: the bank or cash account that was credited. Payment Method: how it was paid. If a Job is linked, this expense contributes to that job's cost tracking.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<dl class="row mb-0">
|
||||
<dt class="col-sm-4 text-muted">Date</dt>
|
||||
<dd class="col-sm-8">@Model.Date.ToString("MMMM d, yyyy")</dd>
|
||||
|
||||
<dt class="col-sm-4 text-muted">Expense Account</dt>
|
||||
<dd class="col-sm-8">
|
||||
<code>@Model.ExpenseAccountNumber</code> @Model.ExpenseAccountName
|
||||
</dd>
|
||||
|
||||
<dt class="col-sm-4 text-muted">Paid From</dt>
|
||||
<dd class="col-sm-8">@Model.PaymentAccountName</dd>
|
||||
|
||||
<dt class="col-sm-4 text-muted">Payment Method</dt>
|
||||
<dd class="col-sm-8">@Model.PaymentMethod</dd>
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.VendorName))
|
||||
{
|
||||
<dt class="col-sm-4 text-muted">Vendor</dt>
|
||||
<dd class="col-sm-8">@Model.VendorName</dd>
|
||||
}
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.JobNumber))
|
||||
{
|
||||
<dt class="col-sm-4 text-muted">Job</dt>
|
||||
<dd class="col-sm-8">@Model.JobNumber</dd>
|
||||
}
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.Memo))
|
||||
{
|
||||
<dt class="col-sm-4 text-muted">Memo</dt>
|
||||
<dd class="col-sm-8">@Model.Memo</dd>
|
||||
}
|
||||
|
||||
<dt class="col-sm-4 text-muted">Recorded</dt>
|
||||
<dd class="col-sm-8 text-muted small">@Model.CreatedAt.ToString("MMM d, yyyy h:mm tt")</dd>
|
||||
</dl>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-5">
|
||||
<div class="card shadow-sm border-primary mb-3">
|
||||
<div class="card-body text-center py-4">
|
||||
<p class="text-muted mb-1 small">Amount</p>
|
||||
<p class="display-5 fw-bold text-primary mb-0">@Model.Amount.ToString("C")</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Receipt -->
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-header fw-semibold d-flex align-items-center justify-content-between">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<span><i class="bi bi-receipt me-1"></i>Receipt</span>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Receipt"
|
||||
data-bs-content="Attached receipt image or PDF for this expense. Click to view full size. Use the trash icon to remove it. To replace the receipt, use Edit and upload a new file.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(Model.ReceiptFilePath))
|
||||
{
|
||||
<form asp-action="DeleteReceipt" asp-route-id="@Model.Id" method="post"
|
||||
onsubmit="return confirm('Remove receipt?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (!string.IsNullOrEmpty(Model.ReceiptFilePath))
|
||||
{
|
||||
var ext = System.IO.Path.GetExtension(Model.ReceiptFilePath).ToLowerInvariant();
|
||||
if (ext == ".pdf")
|
||||
{
|
||||
<div class="text-center py-3">
|
||||
<i class="bi bi-file-earmark-pdf text-danger" style="font-size:3rem;"></i>
|
||||
<p class="small text-muted mt-2 mb-3">PDF receipt attached</p>
|
||||
<a asp-action="ViewReceipt" asp-route-id="@Model.Id"
|
||||
class="btn btn-outline-primary btn-sm">
|
||||
<i class="bi bi-download me-1"></i>Download PDF
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<a href="#" data-bs-toggle="modal" data-bs-target="#receiptModal" style="cursor:zoom-in;">
|
||||
<img src="@Url.Action("ViewReceipt", new { id = Model.Id })"
|
||||
alt="Receipt" class="img-fluid rounded" style="max-height:300px;object-fit:contain;" />
|
||||
</a>
|
||||
<div class="text-center mt-2">
|
||||
<button type="button" class="btn btn-outline-secondary btn-sm"
|
||||
data-bs-toggle="modal" data-bs-target="#receiptModal">
|
||||
<i class="bi bi-arrows-fullscreen me-1"></i>View Full Size
|
||||
</button>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-3 text-muted">
|
||||
<i class="bi bi-image fs-2 d-block mb-2"></i>
|
||||
<p class="small mb-2">No receipt attached</p>
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-outline-secondary btn-sm">
|
||||
<i class="bi bi-upload me-1"></i>Upload Receipt
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.ReceiptFilePath) &&
|
||||
System.IO.Path.GetExtension(Model.ReceiptFilePath).ToLowerInvariant() != ".pdf")
|
||||
{
|
||||
<div class="modal fade" id="receiptModal" tabindex="-1" aria-labelledby="receiptModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-xl modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="receiptModalLabel">
|
||||
<i class="bi bi-receipt me-2"></i>Receipt — @Model.ExpenseNumber
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
</div>
|
||||
<div class="modal-body text-center p-2">
|
||||
<img src="@Url.Action("ViewReceipt", new { id = Model.Id })"
|
||||
alt="Receipt" class="img-fluid" style="max-height:80vh;object-fit:contain;" />
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<a asp-action="ViewReceipt" asp-route-id="@Model.Id" target="_blank"
|
||||
class="btn btn-outline-secondary btn-sm">
|
||||
<i class="bi bi-box-arrow-up-right me-1"></i>Open in New Tab
|
||||
</a>
|
||||
<button type="button" class="btn btn-outline-secondary btn-sm" data-bs-dismiss="modal">Close</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1,152 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditExpenseDto
|
||||
@* Note: ReceiptFilePath is carried via hidden field to detect existing receipt *@
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Expense";
|
||||
ViewData["PageIcon"] = "bi-pencil-square";
|
||||
ViewData["PageHelpTitle"] = "Edit Expense";
|
||||
ViewData["PageHelpContent"] = "All fields are editable. Uploading a new receipt replaces the existing one. To remove a receipt without replacing it, use the Delete Receipt button on the Details page.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-start mb-4">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
</div>
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-7">
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-body">
|
||||
<form asp-action="Edit" asp-route-id="@Model.Id" method="post" enctype="multipart/form-data">
|
||||
@Html.AntiForgeryToken()
|
||||
<input asp-for="Id" type="hidden" />
|
||||
<input asp-for="ReceiptFilePath" type="hidden" />
|
||||
<div asp-validation-summary="ModelOnly" class="alert alert-danger alert-permanent mb-3"></div>
|
||||
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="Date" class="form-label fw-medium">Date <span class="text-danger">*</span></label>
|
||||
<input asp-for="Date" type="date" class="form-control" />
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="Amount" class="form-label fw-medium">Amount <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="Amount" type="number" step="0.01" min="0.01" class="form-control" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="ExpenseAccountId" class="form-label fw-medium mb-0">Expense Account <span class="text-danger">*</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Expense Account"
|
||||
data-bs-content="The expense category this purchase belongs to — e.g. Supplies, Materials, Utilities, Fuel. This account is debited when the expense is saved. Choose the most specific account that fits to keep your reports accurate.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="ExpenseAccountId" asp-items="ViewBag.ExpenseAccounts" class="form-select">
|
||||
<option value="">— Select Account —</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="PaymentAccountId" class="form-label fw-medium mb-0">Paid From <span class="text-danger">*</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Paid From"
|
||||
data-bs-content="The bank or cash account the money came out of — e.g. Business Checking, Petty Cash, Company Credit Card. This account is credited when the expense is saved. Used for bank reconciliation.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="PaymentAccountId" asp-items="ViewBag.PaymentAccounts" class="form-select">
|
||||
<option value="">— Select Account —</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="PaymentMethod" class="form-label fw-medium">Payment Method <span class="text-danger">*</span></label>
|
||||
<select asp-for="PaymentMethod" asp-items="ViewBag.PaymentMethods" class="form-select"></select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<label asp-for="VendorId" class="form-label fw-medium">Vendor</label>
|
||||
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">— None —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="JobId" class="form-label fw-medium mb-0">Job</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Linked Job"
|
||||
data-bs-content="Attach this expense to a specific job to track its true cost. Job-linked expenses roll up in job profitability reports, helping you see whether a job was profitable after all direct costs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="JobId" asp-items="ViewBag.Jobs" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label asp-for="Memo" class="form-label fw-medium">Memo</label>
|
||||
<textarea asp-for="Memo" class="form-control" rows="2"></textarea>
|
||||
</div>
|
||||
|
||||
<div class="col-12">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label class="form-label fw-medium mb-0">Receipt</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Receipt"
|
||||
data-bs-content="Uploading a new file here replaces the existing receipt. To remove a receipt without replacing it, use the Delete Receipt button on the Details page. Supports JPG, PNG, and PDF up to 10 MB.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(Model.ReceiptFilePath))
|
||||
{
|
||||
<div class="d-flex align-items-center gap-3 mb-2 p-2 border rounded bg-light">
|
||||
<i class="bi bi-paperclip text-muted fs-5"></i>
|
||||
<span class="small text-muted flex-grow-1">Receipt attached</span>
|
||||
<a asp-action="ViewReceipt" asp-route-id="@Model.Id"
|
||||
class="btn btn-sm btn-outline-secondary" target="_blank">
|
||||
<i class="bi bi-eye me-1"></i>View
|
||||
</a>
|
||||
</div>
|
||||
<div class="form-text mb-2">Upload a new file below to replace the existing receipt.</div>
|
||||
}
|
||||
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
|
||||
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">Image or PDF, up to 10 MB.</div>
|
||||
<div id="receiptPreview" class="mt-2 d-none">
|
||||
<img id="previewImg" src="" alt="Receipt preview" class="img-thumbnail" style="max-height:200px;" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2 mt-4">
|
||||
<button type="submit" class="btn btn-primary"><i class="bi bi-check-lg me-1"></i>Save Changes</button>
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
@{await Html.RenderPartialAsync("_ValidationScriptsPartial");}
|
||||
<script>
|
||||
document.getElementById('receiptFile').addEventListener('change', function () {
|
||||
const file = this.files[0];
|
||||
const preview = document.getElementById('receiptPreview');
|
||||
const img = document.getElementById('previewImg');
|
||||
if (file && file.type.startsWith('image/')) {
|
||||
img.src = URL.createObjectURL(file);
|
||||
preview.classList.remove('d-none');
|
||||
} else {
|
||||
preview.classList.add('d-none');
|
||||
}
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,122 +0,0 @@
|
||||
@model List<PowderCoating.Application.DTOs.Accounting.ExpenseListDto>
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Expenses";
|
||||
ViewData["PageIcon"] = "bi-receipt";
|
||||
ViewData["PageHelpTitle"] = "Expenses";
|
||||
ViewData["PageHelpContent"] = "Expenses are direct purchases paid immediately (credit card, cash, debit). Use Bills instead when you receive a vendor invoice now but pay later. Each expense posts to an expense account and reduces a payment account. Optionally link to a Vendor and Job for detailed cost tracking.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end mb-4">
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-lg me-1"></i>New Expense
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-dismissible fade show">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if ((decimal)ViewBag.TotalAmount > 0)
|
||||
{
|
||||
<div class="alert alert-info alert-permanent d-flex align-items-center gap-2 mb-4">
|
||||
<i class="bi bi-info-circle fs-5"></i>
|
||||
<span>Total shown: <strong>@(((decimal)ViewBag.TotalAmount).ToString("C"))</strong></span>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="card shadow-sm mb-3">
|
||||
<div class="card-body py-2">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-3">
|
||||
<input type="search" name="search" value="@ViewBag.Search" class="form-control"
|
||||
placeholder="Search memo or vendor…" />
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<select name="accountId" class="form-select">
|
||||
<option value="">All Expense Accounts</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AccountFilter)
|
||||
{
|
||||
<option value="@item.Value" selected="@(ViewBag.AccountId?.ToString() == item.Value)">@item.Text</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<input type="date" name="from" value="@ViewBag.From" class="form-control" title="From date" />
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<input type="date" name="to" value="@ViewBag.To" class="form-control" title="To date" />
|
||||
</div>
|
||||
<div class="col-auto">
|
||||
<button type="submit" class="btn btn-outline-primary"><i class="bi bi-search me-1"></i>Filter</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary ms-1">Clear</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (Model.Any())
|
||||
{
|
||||
<div class="card shadow-sm">
|
||||
<div class="card-body p-0">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Expense #</th>
|
||||
<th>Date</th>
|
||||
<th>Vendor</th>
|
||||
<th>Account</th>
|
||||
<th>Paid From</th>
|
||||
<th>Method</th>
|
||||
<th>Job</th>
|
||||
<th>Memo</th>
|
||||
<th class="text-end">Amount</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var exp in Model)
|
||||
{
|
||||
<tr>
|
||||
<td>
|
||||
<a asp-action="Details" asp-route-id="@exp.Id" class="fw-medium text-decoration-none">
|
||||
@exp.ExpenseNumber
|
||||
</a>
|
||||
</td>
|
||||
<td>@exp.Date.ToString("MMM d, yyyy")</td>
|
||||
<td>@exp.VendorName</td>
|
||||
<td>
|
||||
<span class="text-muted small">@exp.ExpenseAccountNumber</span> @exp.ExpenseAccountName
|
||||
</td>
|
||||
<td><span class="text-muted small">@exp.PaymentAccountName</span></td>
|
||||
<td>@exp.PaymentMethod</td>
|
||||
<td>@exp.JobNumber</td>
|
||||
<td><span class="text-muted small">@exp.Memo</span></td>
|
||||
<td class="text-end fw-medium">@exp.Amount.ToString("C")</td>
|
||||
<td>
|
||||
<a asp-action="Details" asp-route-id="@exp.Id" class="btn btn-sm btn-outline-primary me-1">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-action="Edit" asp-route-id="@exp.Id" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-receipt-cutoff display-3 text-muted"></i>
|
||||
<p class="mt-3 text-muted">No expenses found. Record your first expense to get started.</p>
|
||||
<a asp-action="Create" class="btn btn-primary mt-2"><i class="bi bi-plus-lg me-1"></i>New Expense</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1,125 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Add Fixed Asset";
|
||||
ViewData["PageIcon"] = "bi-plus-circle";
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-8">
|
||||
|
||||
<div class="mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to Asset Register
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-building-gear me-2 text-primary"></i>New Fixed Asset</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Create" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
|
||||
<!-- Asset Info -->
|
||||
<h6 class="border-bottom pb-2 mb-3 text-muted">Asset Information</h6>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-12">
|
||||
<label class="form-label">Asset Name <span class="text-danger">*</span></label>
|
||||
<input type="text" name="Name" class="form-control" maxlength="200" required placeholder="e.g., Blast Cabinet #2, Paint Oven A" />
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label class="form-label">Description</label>
|
||||
<input type="text" name="Description" class="form-control" maxlength="1000" placeholder="Optional notes about this asset" />
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Purchase Date <span class="text-danger">*</span></label>
|
||||
<input type="date" name="PurchaseDate" class="form-control" value="@DateTime.Today.ToString("yyyy-MM-dd")" required />
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Purchase Cost <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" name="PurchaseCost" class="form-control" step="0.01" min="0.01" required placeholder="0.00" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Salvage Value</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" name="SalvageValue" class="form-control" step="0.01" min="0" value="0" placeholder="0.00" />
|
||||
</div>
|
||||
<div class="form-text">Estimated residual value at end of useful life.</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Useful Life (months) <span class="text-danger">*</span></label>
|
||||
<input type="number" name="UsefulLifeMonths" class="form-control" min="1" max="600" value="60" required />
|
||||
<div class="form-text">60 = 5 years, 120 = 10 years, etc.</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Prior Accumulated Depreciation</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" name="AccumulatedDepreciation" class="form-control" step="0.01" min="0" value="0" placeholder="0.00" />
|
||||
</div>
|
||||
<div class="form-text">Set if the asset was partially depreciated before being added here.</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- GL Accounts -->
|
||||
<h6 class="border-bottom pb-2 mb-3 text-muted">GL Account Mapping</h6>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Asset Account</label>
|
||||
<select name="AssetAccountId" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
@if (ViewBag.AssetAccounts != null)
|
||||
{
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AssetAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
<div class="form-text">Balance sheet asset account (e.g., 1500 Equipment).</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Depreciation Expense Account</label>
|
||||
<select name="DepreciationExpenseAccountId" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
@if (ViewBag.ExpenseAccounts != null)
|
||||
{
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
<div class="form-text">P&L expense account (e.g., 6200 Depreciation Expense).</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="form-label">Accumulated Depreciation Account</label>
|
||||
<select name="AccumDepreciationAccountId" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
@if (ViewBag.AccumDeprecAccounts != null)
|
||||
{
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AccumDeprecAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
<div class="form-text">Contra-asset account (e.g., 1510 Accum. Depreciation — Equipment).</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-lg me-2"></i>Add Asset
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,222 +0,0 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@model FixedAsset
|
||||
|
||||
@{
|
||||
ViewData["Title"] = Model.Name;
|
||||
ViewData["PageIcon"] = "bi-building-gear";
|
||||
var fullyDeprec = Model.AccumulatedDepreciation >= (Model.PurchaseCost - Model.SalvageValue);
|
||||
var depreciableBase = Model.PurchaseCost - Model.SalvageValue;
|
||||
var progress = depreciableBase > 0
|
||||
? (double)(Model.AccumulatedDepreciation / depreciableBase) * 100
|
||||
: 100;
|
||||
var entries = ViewBag.Entries as List<FixedAssetDepreciationEntry> ?? new();
|
||||
var monthsRemaining = (int)(ViewBag.MonthsRemaining ?? 0);
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Asset Register
|
||||
</a>
|
||||
<div class="d-flex gap-2">
|
||||
@if (!Model.IsDisposed)
|
||||
{
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-outline-primary btn-sm">
|
||||
<i class="bi bi-pencil me-1"></i>Edit
|
||||
</a>
|
||||
}
|
||||
<form asp-action="Delete" asp-route-id="@Model.Id" method="post"
|
||||
onsubmit="return confirm('Delete this asset? This cannot be undone. Assets with depreciation history cannot be deleted.')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-danger btn-sm">
|
||||
<i class="bi bi-trash me-1"></i>Delete
|
||||
</button>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (TempData["Success"] != null)
|
||||
{
|
||||
<div class="alert alert-success alert-permanent alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-check-circle me-2"></i>@TempData["Success"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
@if (TempData["Error"] != null)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent alert-dismissible fade show" role="alert">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>@TempData["Error"]
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- Left Column -->
|
||||
<div class="col-lg-4">
|
||||
<!-- Asset Details Card -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-building-gear me-2 text-primary"></i>@Model.Name
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (!string.IsNullOrWhiteSpace(Model.Description))
|
||||
{
|
||||
<p class="text-muted">@Model.Description</p>
|
||||
}
|
||||
|
||||
<div class="mb-3">
|
||||
@if (Model.IsDisposed)
|
||||
{
|
||||
<span class="badge bg-secondary fs-6">Disposed</span>
|
||||
@if (Model.DisposalDate.HasValue)
|
||||
{
|
||||
<div class="text-muted small mt-1">Disposed @Model.DisposalDate.Value.ToLocalTime().ToString("MM/dd/yyyy")</div>
|
||||
}
|
||||
}
|
||||
else if (fullyDeprec)
|
||||
{
|
||||
<span class="badge bg-light text-dark border fs-6">Fully Depreciated</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-success fs-6">Active</span>
|
||||
<div class="text-muted small mt-1">@monthsRemaining month@(monthsRemaining == 1 ? "" : "s") remaining</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
<tr>
|
||||
<td class="text-muted ps-0">Purchase Date</td>
|
||||
<td class="text-end fw-semibold">@Model.PurchaseDate.ToLocalTime().ToString("MM/dd/yyyy")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="text-muted ps-0">Purchase Cost</td>
|
||||
<td class="text-end fw-semibold">@Model.PurchaseCost.ToString("C")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="text-muted ps-0">Salvage Value</td>
|
||||
<td class="text-end">@Model.SalvageValue.ToString("C")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="text-muted ps-0">Useful Life</td>
|
||||
<td class="text-end">@Model.UsefulLifeMonths months</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="text-muted ps-0">Monthly Depreciation</td>
|
||||
<td class="text-end">@Model.MonthlyDepreciation.ToString("C")</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Book Value Card -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-bar-chart me-2 text-primary"></i>Book Value</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between mb-1">
|
||||
<span class="text-muted">Accumulated Depreciation</span>
|
||||
<span class="text-danger fw-semibold">@Model.AccumulatedDepreciation.ToString("C")</span>
|
||||
</div>
|
||||
<div class="progress mb-3" style="height:8px;">
|
||||
<div class="progress-bar bg-danger" style="width: @progress.ToString("F1")%"></div>
|
||||
</div>
|
||||
<div class="d-flex justify-content-between border-top pt-2">
|
||||
<span class="fw-semibold">Book Value</span>
|
||||
<span class="fw-bold fs-5 @(Model.BookValue <= 0 ? "text-muted" : "text-success")">@Model.BookValue.ToString("C")</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- GL Accounts Card -->
|
||||
@if (Model.AssetAccount != null || Model.DepreciationExpenseAccount != null || Model.AccumDepreciationAccount != null)
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-diagram-3 me-2 text-primary"></i>GL Accounts</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (Model.AssetAccount != null)
|
||||
{
|
||||
<div class="mb-2">
|
||||
<div class="text-muted small">Asset Account</div>
|
||||
<div class="fw-semibold">@Model.AssetAccount.AccountNumber – @Model.AssetAccount.Name</div>
|
||||
</div>
|
||||
}
|
||||
@if (Model.DepreciationExpenseAccount != null)
|
||||
{
|
||||
<div class="mb-2">
|
||||
<div class="text-muted small">Depreciation Expense</div>
|
||||
<div class="fw-semibold">@Model.DepreciationExpenseAccount.AccountNumber – @Model.DepreciationExpenseAccount.Name</div>
|
||||
</div>
|
||||
}
|
||||
@if (Model.AccumDepreciationAccount != null)
|
||||
{
|
||||
<div>
|
||||
<div class="text-muted small">Accumulated Depreciation</div>
|
||||
<div class="fw-semibold">@Model.AccumDepreciationAccount.AccountNumber – @Model.AccumDepreciationAccount.Name</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<!-- Right Column: Depreciation History -->
|
||||
<div class="col-lg-8">
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3 d-flex justify-content-between align-items-center">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-clock-history me-2 text-primary"></i>Depreciation History</h5>
|
||||
<span class="badge bg-light text-dark border">@entries.Count period@(entries.Count == 1 ? "" : "s") posted</span>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!entries.Any())
|
||||
{
|
||||
<div class="text-center text-muted py-5">
|
||||
<i class="bi bi-calendar-x display-4 d-block mb-3 opacity-25"></i>
|
||||
<p>No depreciation posted yet. Use the <strong>Post Monthly Depreciation</strong> button on the <a asp-action="Index">Asset Register</a>.</p>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover align-middle mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Period</th>
|
||||
<th class="text-end">Amount</th>
|
||||
<th>Journal Entry</th>
|
||||
<th>Posted</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var e in entries)
|
||||
{
|
||||
<tr>
|
||||
<td>@(new DateTime(e.PeriodYear, e.PeriodMonth, 1).ToString("MMMM yyyy"))</td>
|
||||
<td class="text-end text-danger">@e.Amount.ToString("C")</td>
|
||||
<td>
|
||||
@if (e.JournalEntry != null)
|
||||
{
|
||||
<a asp-controller="JournalEntries" asp-action="Details" asp-route-id="@e.JournalEntryId">
|
||||
@e.JournalEntry.EntryNumber
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-muted small">@e.CreatedAt.ToLocalTime().ToString("MM/dd/yyyy")</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,145 +0,0 @@
|
||||
@model PowderCoating.Web.Controllers.FixedAssetVm
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Fixed Asset";
|
||||
ViewData["PageIcon"] = "bi-pencil";
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-8">
|
||||
|
||||
<div class="mb-4">
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to Asset
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-pencil me-2 text-primary"></i>Edit @Model.Name</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<form asp-action="Edit" asp-route-id="@Model.Id" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" asp-for="Id" />
|
||||
|
||||
<!-- Asset Info -->
|
||||
<h6 class="border-bottom pb-2 mb-3 text-muted">Asset Information</h6>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-12">
|
||||
<label asp-for="Name" class="form-label">Asset Name <span class="text-danger">*</span></label>
|
||||
<input asp-for="Name" class="form-control" maxlength="200" required />
|
||||
<span asp-validation-for="Name" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label asp-for="Description" class="form-label">Description</label>
|
||||
<input asp-for="Description" class="form-control" maxlength="1000" />
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="PurchaseDate" class="form-label">Purchase Date <span class="text-danger">*</span></label>
|
||||
<input asp-for="PurchaseDate" type="date" class="form-control" required />
|
||||
<span asp-validation-for="PurchaseDate" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="PurchaseCost" class="form-label">Purchase Cost <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="PurchaseCost" type="number" step="0.01" min="0.01" class="form-control" />
|
||||
</div>
|
||||
<span asp-validation-for="PurchaseCost" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="SalvageValue" class="form-label">Salvage Value</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="SalvageValue" type="number" step="0.01" min="0" class="form-control" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="UsefulLifeMonths" class="form-label">Useful Life (months) <span class="text-danger">*</span></label>
|
||||
<input asp-for="UsefulLifeMonths" type="number" min="1" max="600" class="form-control" />
|
||||
<span asp-validation-for="UsefulLifeMonths" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="AccumulatedDepreciation" class="form-label">Accumulated Depreciation</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="AccumulatedDepreciation" type="number" step="0.01" min="0" class="form-control" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- GL Accounts -->
|
||||
<h6 class="border-bottom pb-2 mb-3 text-muted">GL Account Mapping</h6>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="AssetAccountId" class="form-label">Asset Account</label>
|
||||
<select asp-for="AssetAccountId" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
@if (ViewBag.AssetAccounts != null)
|
||||
{
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AssetAccounts)
|
||||
{
|
||||
<option value="@item.Value" selected="@(item.Value == Model.AssetAccountId?.ToString() ? "selected" : null)">@item.Text</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="DepreciationExpenseAccountId" class="form-label">Depreciation Expense Account</label>
|
||||
<select asp-for="DepreciationExpenseAccountId" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
@if (ViewBag.ExpenseAccounts != null)
|
||||
{
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
|
||||
{
|
||||
<option value="@item.Value" selected="@(item.Value == Model.DepreciationExpenseAccountId?.ToString() ? "selected" : null)">@item.Text</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="AccumDepreciationAccountId" class="form-label">Accumulated Depreciation Account</label>
|
||||
<select asp-for="AccumDepreciationAccountId" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
@if (ViewBag.AccumDeprecAccounts != null)
|
||||
{
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AccumDeprecAccounts)
|
||||
{
|
||||
<option value="@item.Value" selected="@(item.Value == Model.AccumDepreciationAccountId?.ToString() ? "selected" : null)">@item.Text</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Disposal -->
|
||||
<h6 class="border-bottom pb-2 mb-3 text-muted">Disposal</h6>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-4">
|
||||
<div class="form-check form-switch mt-2">
|
||||
<input asp-for="IsDisposed" class="form-check-input" type="checkbox" id="isDisposed" />
|
||||
<label asp-for="IsDisposed" class="form-check-label">Mark as Disposed</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4" id="disposalDateField" style="@(Model.IsDisposed ? "" : "display:none")">
|
||||
<label asp-for="DisposalDate" class="form-label">Disposal Date</label>
|
||||
<input asp-for="DisposalDate" type="date" class="form-control" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-lg me-2"></i>Save Changes
|
||||
</button>
|
||||
<a asp-action="Details" asp-route-id="@Model.Id" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/fixed-asset-edit.js" asp-append-version="true"></script>
|
||||
}
|
||||
|
||||
@@ -1,134 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.GiftCertificate.CreateGiftCertificateDto
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "New Gift Certificate";
|
||||
ViewData["PageIcon"] = "bi-gift";
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-7">
|
||||
<div class="d-flex justify-content-end mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<form asp-action="Create" method="post">
|
||||
@Html.AntiForgeryToken()
|
||||
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-currency-dollar me-2 text-primary"></i>Certificate Details</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Amount" class="form-label fw-semibold"></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="Amount" type="number" step="0.01" min="1" class="form-control" placeholder="0.00" />
|
||||
</div>
|
||||
<span asp-validation-for="Amount" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="IssuedReason" class="form-label fw-semibold"></label>
|
||||
<select asp-for="IssuedReason" class="form-select" id="issuedReasonSelect"
|
||||
onchange="toggleSaleFields()">
|
||||
@foreach (var reason in Enum.GetValues<GiftCertificateIssuedReason>())
|
||||
{
|
||||
<option value="@((int)reason)">@reason</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<!-- Sale-specific fields -->
|
||||
<div id="saleFields" class="col-12">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="PurchasePrice" class="form-label fw-semibold">Selling Price <span class="text-muted fw-normal">(what buyer pays)</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="PurchasePrice" type="number" step="0.01" min="0" class="form-control" placeholder="0.00" />
|
||||
</div>
|
||||
<div class="form-text">Leave blank if same as face value.</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="PurchasingCustomerId" class="form-label fw-semibold">Purchased By</label>
|
||||
<select asp-for="PurchasingCustomerId" asp-items="ViewBag.Customers" class="form-select"></select>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-6">
|
||||
<label asp-for="ExpiryDate" class="form-label fw-semibold"></label>
|
||||
<input asp-for="ExpiryDate" type="date" class="form-control" />
|
||||
<div class="form-text">Leave blank for no expiry.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-person me-2 text-primary"></i>Recipient</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label asp-for="RecipientCustomerId" class="form-label fw-semibold">Existing Customer</label>
|
||||
<select asp-for="RecipientCustomerId" asp-items="ViewBag.Customers" class="form-select"
|
||||
onchange="toggleRecipientName()"></select>
|
||||
<div class="form-text">Select a customer, or leave blank and fill in the name below.</div>
|
||||
</div>
|
||||
<div class="col-md-6" id="recipientNameField">
|
||||
<label asp-for="RecipientName" class="form-label fw-semibold"></label>
|
||||
<input asp-for="RecipientName" class="form-control" placeholder="Name on certificate" />
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="RecipientEmail" class="form-label fw-semibold"></label>
|
||||
<input asp-for="RecipientEmail" type="email" class="form-control" placeholder="Optional — for emailing the certificate" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-journal me-2 text-primary"></i>Notes</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<textarea asp-for="Notes" class="form-control" rows="3" placeholder="Any internal notes about this certificate..."></textarea>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-gift me-2"></i>Issue Certificate
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
function toggleSaleFields() {
|
||||
const reason = parseInt(document.getElementById('issuedReasonSelect').value);
|
||||
const saleFields = document.getElementById('saleFields');
|
||||
// GiftCertificateIssuedReason.Sold = 0
|
||||
saleFields.style.display = reason === 0 ? '' : 'none';
|
||||
}
|
||||
|
||||
function toggleRecipientName() {
|
||||
const customerId = document.getElementById('RecipientCustomerId').value;
|
||||
const nameField = document.getElementById('recipientNameField');
|
||||
nameField.style.display = customerId ? 'none' : '';
|
||||
}
|
||||
|
||||
// Init on load
|
||||
toggleSaleFields();
|
||||
toggleRecipientName();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,246 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.GiftCertificate.GiftCertificateDto
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Gift Certificate {Model.CertificateCode}";
|
||||
ViewData["PageIcon"] = "bi-gift";
|
||||
|
||||
var isActive = Model.Status == GiftCertificateStatus.Active || Model.Status == GiftCertificateStatus.PartiallyRedeemed;
|
||||
var (statusClass, statusLabel) = Model.Status switch
|
||||
{
|
||||
GiftCertificateStatus.Active => ("success", "Active"),
|
||||
GiftCertificateStatus.PartiallyRedeemed => ("info", "Partially Redeemed"),
|
||||
GiftCertificateStatus.FullyRedeemed => ("secondary", "Fully Redeemed"),
|
||||
GiftCertificateStatus.Expired => ("warning", "Expired"),
|
||||
GiftCertificateStatus.Voided => ("danger", "Voided"),
|
||||
_ => ("secondary", Model.Status.ToString())
|
||||
};
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end gap-2 mb-4">
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-action="DownloadPdf" asp-route-id="@Model.Id" class="btn btn-outline-primary" target="_blank">
|
||||
<i class="bi bi-filetype-pdf me-2"></i>Download PDF
|
||||
</a>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to List
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="alert alert-@statusClass alert-permanent d-flex align-items-center mb-4">
|
||||
<i class="bi bi-gift me-2" style="font-size:1.4rem;"></i>
|
||||
<div>
|
||||
<strong>@statusLabel</strong>
|
||||
@if (isActive)
|
||||
{
|
||||
<span class="ms-2">— <strong class="fs-5">@Model.RemainingBalance.ToString("C")</strong> remaining of @Model.OriginalAmount.ToString("C") face value</span>
|
||||
}
|
||||
@if (Model.ExpiryDate.HasValue)
|
||||
{
|
||||
<span class="ms-2 small">· Expires @Model.ExpiryDate.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MMMM d, yyyy")</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-8">
|
||||
<!-- Certificate Info -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-info-circle me-2 text-primary"></i>Certificate Information</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Certificate Code</label>
|
||||
<p class="fw-bold font-monospace mb-0">@Model.CertificateCode</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Face Value</label>
|
||||
<p class="fw-bold mb-0">@Model.OriginalAmount.ToString("C")</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Issued Reason</label>
|
||||
<p class="mb-0"><span class="badge bg-secondary-subtle text-secondary">@Model.IssuedReason</span></p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Issue Date</label>
|
||||
<p class="mb-0">@Model.IssueDate.Tz(ViewBag.CompanyTimeZone as string).ToString("MMMM d, yyyy")</p>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Expiry Date</label>
|
||||
<p class="mb-0">@(Model.ExpiryDate.HasValue ? Model.ExpiryDate.Value.Tz(ViewBag.CompanyTimeZone as string).ToString("MMMM d, yyyy") : "No expiry")</p>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(Model.IssuedByName))
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Issued By</label>
|
||||
<p class="mb-0">@Model.IssuedByName</p>
|
||||
</div>
|
||||
}
|
||||
@if (Model.PurchasePrice.HasValue)
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Selling Price</label>
|
||||
<p class="mb-0">@Model.PurchasePrice.Value.ToString("C")</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.PurchasingCustomerName))
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Purchased By</label>
|
||||
<p class="mb-0">@Model.PurchasingCustomerName</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.Notes))
|
||||
{
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Notes</label>
|
||||
<p class="mb-0" style="white-space:pre-wrap;">@Model.Notes</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Recipient -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-person me-2 text-primary"></i>Recipient</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (!string.IsNullOrEmpty(Model.RecipientName) || Model.RecipientCustomerId.HasValue)
|
||||
{
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Name</label>
|
||||
<p class="mb-0 fw-semibold">@Model.RecipientName</p>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(Model.RecipientEmail))
|
||||
{
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Email</label>
|
||||
<p class="mb-0"><a href="mailto:@Model.RecipientEmail">@Model.RecipientEmail</a></p>
|
||||
</div>
|
||||
}
|
||||
@if (Model.RecipientCustomerId.HasValue)
|
||||
{
|
||||
<div class="col-md-6">
|
||||
<a asp-controller="Customers" asp-action="Details" asp-route-id="@Model.RecipientCustomerId"
|
||||
class="btn btn-sm btn-outline-primary">
|
||||
<i class="bi bi-person me-1"></i>View Customer
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<p class="text-muted mb-0">No specific recipient assigned.</p>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Redemption History -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-clock-history me-2 text-primary"></i>Redemption History</h5>
|
||||
</div>
|
||||
@if (Model.Redemptions.Any())
|
||||
{
|
||||
<div class="card-body p-0">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th class="ps-3">Date</th>
|
||||
<th>Invoice</th>
|
||||
<th class="text-end pe-3">Amount Redeemed</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var r in Model.Redemptions)
|
||||
{
|
||||
<tr>
|
||||
<td class="ps-3">@r.RedeemedDate.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yyyy")</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(r.InvoiceNumber))
|
||||
{
|
||||
<a asp-controller="Invoices" asp-action="Details" asp-route-id="@r.InvoiceId"
|
||||
class="text-decoration-none">@r.InvoiceNumber</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">Invoice #@r.InvoiceId</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end pe-3 fw-semibold text-success">@r.AmountRedeemed.ToString("C")</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="card-body">
|
||||
<p class="text-muted mb-0">No redemptions recorded yet.</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Right: Balance + Actions -->
|
||||
<div class="col-lg-4">
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-bar-chart me-2 text-primary"></i>Balance</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="mb-3">
|
||||
<label class="text-muted small mb-1">Face Value</label>
|
||||
<h4 class="mb-0">@Model.OriginalAmount.ToString("C")</h4>
|
||||
</div>
|
||||
@if (Model.RedeemedAmount > 0)
|
||||
{
|
||||
<div class="mb-3">
|
||||
<label class="text-muted small mb-1">Amount Used</label>
|
||||
<p class="mb-0 text-muted">(@Model.RedeemedAmount.ToString("C"))</p>
|
||||
</div>
|
||||
}
|
||||
<hr class="my-2" />
|
||||
<div>
|
||||
<label class="text-muted small mb-1">Remaining Balance</label>
|
||||
<h3 class="mb-0 @(Model.RemainingBalance > 0 ? "text-success" : "text-muted")">
|
||||
@Model.RemainingBalance.ToString("C")
|
||||
</h3>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (isActive && User.IsInRole("SuperAdmin") || User.IsInRole("Administrator") || User.IsInRole("Manager"))
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold"><i class="bi bi-lightning me-2 text-primary"></i>Actions</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-grid gap-2">
|
||||
@if (isActive && (User.IsInRole("SuperAdmin") || User.IsInRole("Administrator")))
|
||||
{
|
||||
<form asp-action="Void" asp-route-id="@Model.Id" method="post"
|
||||
onsubmit="return confirm('Void certificate @Model.CertificateCode? This cannot be undone.')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-outline-danger w-100">
|
||||
<i class="bi bi-x-circle me-2"></i>Void Certificate
|
||||
</button>
|
||||
</form>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,137 +0,0 @@
|
||||
@model List<PowderCoating.Application.DTOs.GiftCertificate.GiftCertificateListDto>
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Gift Certificates";
|
||||
ViewData["PageIcon"] = "bi-gift";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<p class="text-muted mb-0">@ViewBag.TotalActive active certificates — @((ViewBag.TotalValue as decimal? ?? 0m).ToString("C")) outstanding value</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>New Certificate
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<!-- Filters -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-body py-3">
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-5">
|
||||
<input type="text" name="searchTerm" class="form-control" placeholder="Search code, recipient name or email..."
|
||||
value="@ViewBag.SearchTerm" />
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<select name="statusFilter" class="form-select">
|
||||
<option value="">All statuses</option>
|
||||
@foreach (var s in Enum.GetValues<GiftCertificateStatus>())
|
||||
{
|
||||
<option value="@s" selected="@(ViewBag.StatusFilter == s.ToString())">@s</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-auto">
|
||||
<button type="submit" class="btn btn-outline-primary">
|
||||
<i class="bi bi-search me-1"></i>Filter
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary ms-1">Clear</a>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!Model.Any())
|
||||
{
|
||||
<div class="text-center py-5 text-muted">
|
||||
<i class="bi bi-gift" style="font-size: 3rem;"></i>
|
||||
<p class="mt-3">No gift certificates found.</p>
|
||||
<a asp-action="Create" class="btn btn-primary mt-2">Create First Certificate</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body p-0">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th class="ps-3">Certificate Code</th>
|
||||
<th>Recipient</th>
|
||||
<th>Reason</th>
|
||||
<th class="text-end">Face Value</th>
|
||||
<th class="text-end">Remaining</th>
|
||||
<th>Status</th>
|
||||
<th>Issued</th>
|
||||
<th>Expires</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var cert in Model)
|
||||
{
|
||||
<tr>
|
||||
<td class="ps-3">
|
||||
<a asp-action="Details" asp-route-id="@cert.Id" class="fw-semibold text-decoration-none font-monospace">
|
||||
@cert.CertificateCode
|
||||
</a>
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(cert.RecipientName))
|
||||
{
|
||||
<span>@cert.RecipientName</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(cert.RecipientEmail))
|
||||
{
|
||||
<div class="text-muted small">@cert.RecipientEmail</div>
|
||||
}
|
||||
</td>
|
||||
<td><span class="badge bg-secondary-subtle text-secondary">@cert.IssuedReason</span></td>
|
||||
<td class="text-end">@cert.OriginalAmount.ToString("C")</td>
|
||||
<td class="text-end fw-semibold @(cert.RemainingBalance > 0 ? "text-success" : "text-muted")">
|
||||
@cert.RemainingBalance.ToString("C")
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
var (badgeClass, label) = cert.Status switch
|
||||
{
|
||||
GiftCertificateStatus.Active => ("bg-success", "Active"),
|
||||
GiftCertificateStatus.PartiallyRedeemed => ("bg-info text-dark", "Partial"),
|
||||
GiftCertificateStatus.FullyRedeemed => ("bg-secondary", "Used"),
|
||||
GiftCertificateStatus.Expired => ("bg-warning text-dark", "Expired"),
|
||||
GiftCertificateStatus.Voided => ("bg-danger", "Voided"),
|
||||
_ => ("bg-secondary", cert.Status.ToString())
|
||||
};
|
||||
}
|
||||
<span class="badge @badgeClass">@label</span>
|
||||
</td>
|
||||
<td class="small text-muted">@cert.IssueDate.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy")</td>
|
||||
<td class="small">
|
||||
@if (cert.ExpiryDate.HasValue)
|
||||
{
|
||||
<span class="@(cert.ExpiryDate.Value < DateTime.Now ? "text-danger" : "text-muted")">
|
||||
@cert.ExpiryDate.Value.ToString("MM/dd/yy")
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">No expiry</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<a asp-action="Details" asp-route-id="@cert.Id" class="btn btn-sm btn-outline-primary">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1,325 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Accounts Payable";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Accounts Payable</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Accounts Payable (AP) tracks money your shop owes to vendors. When you receive a vendor invoice
|
||||
for supplies, services, or equipment, you record it in the system as a <strong>bill</strong>.
|
||||
The system tracks each bill's status, due date, and outstanding balance so you always know what
|
||||
you owe and when it is due.
|
||||
</p>
|
||||
<p>
|
||||
When you make a payment to a vendor, you record it against the bill and the balance reduces.
|
||||
This gives you a clear, real-time picture of your upcoming financial obligations and helps you
|
||||
avoid late payments — and the late fees or strained vendor relationships that come with them.
|
||||
</p>
|
||||
<p>
|
||||
Bills can be created manually or generated automatically from a received Purchase Order.
|
||||
Creating bills from POs saves time and eliminates the risk of data entry errors. You can find
|
||||
Accounts Payable under <strong>Accounting › Bills</strong> in the left sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="creating-a-bill" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Creating a Bill
|
||||
</h2>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">From a Purchase Order (recommended)</h3>
|
||||
<p>
|
||||
The fastest and most accurate way to create a bill is from a received Purchase Order. Open the
|
||||
received PO and click <strong>Create Bill</strong>. The system generates a bill pre-filled with
|
||||
all line items, quantities, and prices from the PO — linked to the vendor and expense accounts
|
||||
automatically. See the <a asp-controller="Help" asp-action="PurchaseOrders">Purchase Orders help page</a>
|
||||
for step-by-step instructions.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Manually</h3>
|
||||
<p>
|
||||
To create a bill that is not linked to a PO — for example, a utility bill, a service invoice,
|
||||
or a vendor charge that arrived without a matching order:
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Accounting › Bills</strong> and click <strong>New Bill</strong>.</li>
|
||||
<li class="mb-2">Select the <strong>Vendor</strong>. The vendor's default expense account and payment terms are applied automatically.</li>
|
||||
<li class="mb-2">Enter the <strong>Bill Date</strong> (the date on the vendor's invoice) and the <strong>Due Date</strong> (calculated from payment terms, but you can override it).</li>
|
||||
<li class="mb-2">Enter the vendor's own <strong>Reference Number</strong> (their invoice number) so you can cross-reference it if the vendor contacts you.</li>
|
||||
<li class="mb-2">
|
||||
Add one or more <strong>line items</strong>:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Expense Account</strong> — the accounting category this cost belongs to (e.g., Cost of Goods Sold, Shop Supplies, Equipment Maintenance).</li>
|
||||
<li><strong>Description</strong> — a brief note about what this line covers.</li>
|
||||
<li><strong>Quantity</strong> and <strong>Unit Price</strong>.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Add any internal <strong>Notes</strong>.</li>
|
||||
<li class="mb-2">Click <strong>Save Bill</strong>. The bill is saved as a Draft.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Draft bills are not yet in your AP ledger. They do not affect your reported AP balance until
|
||||
you mark them as <strong>Open</strong>. This gives you time to review and verify a bill before
|
||||
it becomes an official obligation.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="bill-statuses" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tag text-primary me-2"></i>Bill Statuses
|
||||
</h2>
|
||||
<p>
|
||||
Bills move through the following statuses as they are processed and paid.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:25%">Status</th>
|
||||
<th>What it means</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Draft</span></td>
|
||||
<td>The bill has been entered but not yet verified or posted. It is not in the AP ledger and does not affect your reported AP balance. Can be edited freely.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Open</span></td>
|
||||
<td>The bill has been verified, posted to the AP ledger, and the balance is officially owed to the vendor. Appears in your AP balance and aging reports.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Partially Paid</span></td>
|
||||
<td>At least one payment has been recorded against the bill but the full balance has not been settled.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Paid</span></td>
|
||||
<td>The full bill amount has been paid. The balance is zero and the bill is closed.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Voided</span></td>
|
||||
<td>The bill was cancelled before payment. Voided bills are kept for record-keeping but do not affect your AP balance.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="marking-open" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-check-circle text-primary me-2"></i>Marking a Bill as Open
|
||||
</h2>
|
||||
<p>
|
||||
When you have verified that a bill is accurate — it matches the goods you received and the
|
||||
prices you agreed on — you mark it as Open to post it to your AP ledger.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the Draft bill from <strong>Accounting › Bills</strong>.</li>
|
||||
<li class="mb-2">Review all line items, the vendor reference number, the bill date, and the due date.</li>
|
||||
<li class="mb-2">Click <strong>Mark as Open</strong>.</li>
|
||||
<li class="mb-2">The bill status changes to Open and the balance is now included in your total AP balance.</li>
|
||||
</ol>
|
||||
<p>
|
||||
From an accounting perspective, marking a bill as Open records the following entries:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li>Debits the expense account(s) specified on the bill lines (e.g., Cost of Goods Sold)</li>
|
||||
<li>Credits Accounts Payable for the total amount owed</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Once a bill is marked as Open, its line items are locked for editing. If you discover an
|
||||
error after marking Open, contact your bookkeeper before making any adjustments. Incorrect
|
||||
changes can affect your financial statements.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="recording-payments" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-cash-coin text-primary me-2"></i>Recording a Payment
|
||||
</h2>
|
||||
<p>
|
||||
When you pay a vendor — whether in full or as a partial payment — you record the payment against
|
||||
the open bill. The system supports multiple partial payments on a single bill.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the Open or Partially Paid bill from <strong>Accounting › Bills</strong>.</li>
|
||||
<li class="mb-2">Click <strong>Record Payment</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Enter the payment details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Amount</strong> — how much you are paying now. Can be less than the full balance for partial payments.</li>
|
||||
<li><strong>Payment Method</strong> — Check, ACH / Bank Transfer, Credit Card, Cash, or Wire Transfer.</li>
|
||||
<li><strong>Payment Date</strong> — the date the payment was made or will be made.</li>
|
||||
<li><strong>Reference Number</strong> — check number, wire confirmation, or ACH batch ID. Always fill this in for non-cash payments to simplify reconciliation.</li>
|
||||
<li><strong>Notes</strong> — any additional information about this payment.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Click <strong>Save Payment</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The bill status updates automatically to <strong>Partially Paid</strong> if a balance remains,
|
||||
or <strong>Paid</strong> if the full amount has been settled. From an accounting perspective,
|
||||
paying a bill debits Accounts Payable and credits your bank or cash account for the amount paid.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="ai-receipt-scanning" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-robot text-primary me-2"></i>AI Receipt Scanning
|
||||
</h2>
|
||||
<p>
|
||||
Instead of manually entering a vendor bill, you can upload a photo or PDF of the vendor's
|
||||
paper invoice and let AI extract the details automatically.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Accounting › Bills</strong> and click <strong>Scan Receipt</strong>.</li>
|
||||
<li class="mb-2">Upload a photo (JPG/PNG) or a PDF of the vendor's invoice.</li>
|
||||
<li class="mb-2">The AI reads the document and pre-fills the vendor, bill date, line items, and amounts into a new draft bill.</li>
|
||||
<li class="mb-2">Review the extracted data — correct any fields that were misread — and save the bill.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The uploaded file is automatically attached to the bill so you always have the original
|
||||
document on record.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
AI extraction accuracy depends on image quality. For best results, use a well-lit photo
|
||||
with the full invoice visible and no obstructions. Always review the extracted values
|
||||
before saving.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="smart-account-categorization" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tags text-primary me-2"></i>Smart Account Categorization
|
||||
</h2>
|
||||
<p>
|
||||
When entering line items on a bill, the system can suggest the correct expense account for
|
||||
each line based on the description. After you type or paste a line description and move to
|
||||
the next field, AI analyzes the text and suggests the most likely account (e.g., "powder
|
||||
coating materials" → Cost of Goods Sold).
|
||||
</p>
|
||||
<p>
|
||||
You can accept the suggestion or override it with any account from your chart of accounts.
|
||||
Suggestions are non-binding and do not change anything until you save the bill.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="recurring-detection" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-arrow-repeat text-primary me-2"></i>Recurring Bill Detection
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Detect Recurring Bills</strong> tool is accessible from the Bills list via the
|
||||
button in the top-left of the page, or directly at
|
||||
<a asp-controller="Bills" asp-action="RecurringDetection">/Bills/RecurringDetection</a>.
|
||||
Click <strong>"Detect Recurring Bills"</strong> and Claude analyzes the last 12 months of your
|
||||
bill history to find vendors you pay on a regular schedule.
|
||||
</p>
|
||||
<p>
|
||||
Each detected pattern is shown as a card with:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Vendor name</strong> and detected frequency (monthly, quarterly, biannual, annual).</li>
|
||||
<li class="mb-1"><strong>Typical amount</strong> — the usual charge from that vendor.</li>
|
||||
<li class="mb-1"><strong>Next expected date</strong> — Claude's estimate of when the next bill is likely to arrive.</li>
|
||||
<li class="mb-1"><strong>Confidence badge</strong> — High (4+ consistent occurrences), Medium (2–3 occurrences or variable timing), Low (weak pattern, worth monitoring).</li>
|
||||
<li class="mb-1"><strong>Suggested action</strong> — for example, "Set a monthly reminder for this bill."</li>
|
||||
</ul>
|
||||
<p>
|
||||
This is useful for cash flow planning — knowing that a $1,200 electricity bill arrives on the
|
||||
15th every month, or that your insurance renews every January, lets you reserve funds in advance
|
||||
and avoid surprises. High-confidence patterns are reliable enough to act on; Low-confidence
|
||||
patterns are worth keeping an eye on but should not be treated as certain.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Recurring bill detection requires at least 2 occurrences of a vendor bill at a similar
|
||||
interval to detect a pattern. Shops with less than 2 months of history will see few or no
|
||||
results. The scan covers bills only — direct expenses are not included.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="expense-accounts" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-folder2-open text-primary me-2"></i>Expense Accounts
|
||||
</h2>
|
||||
<p>
|
||||
Each line item on a bill must be assigned to an <strong>expense account</strong> — an accounting
|
||||
category that determines where the cost appears in your financial reports. Common expense accounts
|
||||
used in a powder coating shop include:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Cost of Goods Sold (COGS)</strong> — raw materials, powder coatings, and consumables that go directly into jobs.</li>
|
||||
<li class="mb-1"><strong>Shop Supplies</strong> — items used in the shop that are not directly tied to a specific job (masking tape, gloves, cleaning solvents).</li>
|
||||
<li class="mb-1"><strong>Equipment Maintenance</strong> — service, repairs, and parts for your oven, sandblaster, and coating booths.</li>
|
||||
<li class="mb-1"><strong>Utilities</strong> — gas, electricity, and water bills that power the shop.</li>
|
||||
<li class="mb-1"><strong>Rent / Occupancy</strong> — monthly rent or lease payments for your shop premises.</li>
|
||||
<li class="mb-1"><strong>Operating Expenses</strong> — general overhead that does not fit another specific category.</li>
|
||||
</ul>
|
||||
<p>
|
||||
The <strong>vendor's default expense account</strong> is set on the vendor record and pre-fills
|
||||
each new bill line automatically. For example, if your powder supplier is linked to COGS, every
|
||||
bill line from that vendor starts with COGS selected. You can override the account on any
|
||||
individual line item as needed.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Expense accounts are defined in <strong>Settings › Chart of Accounts</strong>.
|
||||
If you are unsure which account to use for a particular cost, ask your accountant or
|
||||
bookkeeper before posting the bill. Using the wrong account affects your Profit & Loss
|
||||
report and can complicate your year-end. See the
|
||||
<a asp-controller="Help" asp-action="Settings">Settings help page</a> for information
|
||||
on managing your chart of accounts.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-a-bill">Creating a Bill</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#bill-statuses">Bill Statuses</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#marking-open">Marking a Bill as Open</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#recording-payments">Recording a Payment</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#ai-receipt-scanning">AI Receipt Scanning</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#smart-account-categorization">Smart Categorization</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#expense-accounts">Expense Accounts</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,209 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Customer Intake Kiosk";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Customer Intake Kiosk</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
The Customer Intake Kiosk lets walk-in customers fill out their own intake form on a front-desk tablet
|
||||
— no staff assistance required. When they're done, a <strong>customer record</strong> is automatically
|
||||
created (or matched to an existing one), a <strong>Draft Quote or Pending Job</strong> is created
|
||||
depending on your setting, and your team receives an in-app notification.
|
||||
</p>
|
||||
<p>
|
||||
The kiosk runs as a browser page (optimised for iPad and Android tablets) and can also send a
|
||||
<strong>remote link</strong> so customers fill out the form on their own phone before they arrive.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="setup" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-gear text-primary me-2"></i>Setting Up the Kiosk
|
||||
</h2>
|
||||
<ol>
|
||||
<li class="mb-2">
|
||||
Go to <strong>Settings → Kiosk Setup</strong> (or <a href="/Kiosk/Activate">/Kiosk/Activate</a>).
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
Click <strong>Activate Kiosk</strong>. This generates a unique activation token for your company
|
||||
and sets a secure cookie on the current device.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
On the tablet, open a browser and navigate to <code>/Kiosk/Welcome</code>. You'll see your
|
||||
company logo and a "Ready" indicator — the tablet is now in kiosk mode.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Add to Home Screen</strong> on iOS/Android for a full-screen, app-like experience that
|
||||
also preserves camera permissions between sessions.
|
||||
</li>
|
||||
</ol>
|
||||
<div class="alert alert-info alert-permanent">
|
||||
<i class="bi bi-info-circle me-2"></i>
|
||||
The kiosk cookie is device-specific and lasts 365 days. If you swap tablets or clear the browser,
|
||||
go back to Kiosk Setup and activate again.
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="starting" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-play-circle text-primary me-2"></i>Starting an Intake Session
|
||||
</h2>
|
||||
<p>There are two ways to start an intake:</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">In-Person (tablet at front desk)</h3>
|
||||
<ol>
|
||||
<li class="mb-1">The tablet sits on the Welcome screen — the customer sees your logo and a "Ready" status dot.</li>
|
||||
<li class="mb-1">A staff member clicks <strong>Start Intake</strong> on the Dashboard (in the Kiosk card).</li>
|
||||
<li class="mb-1">The tablet detects the new session within 3 seconds and automatically navigates to the intake form.</li>
|
||||
<li class="mb-1">The customer fills out <strong>3 steps</strong>: Contact info → Job description → Terms & signature.</li>
|
||||
<li class="mb-1">On Submit, the kiosk shows a thank-you screen and returns to Welcome after 30 seconds.</li>
|
||||
</ol>
|
||||
<div class="alert alert-warning alert-permanent mt-2">
|
||||
<i class="bi bi-clock me-2"></i>
|
||||
If the customer leaves the form untouched for <strong>45 seconds</strong>, it automatically
|
||||
resets to the Welcome screen.
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Remote Link (customer fills out on their phone)</h3>
|
||||
<ol>
|
||||
<li class="mb-1">Go to <a href="/Kiosk/Intakes">Kiosk → Customer Intakes</a> and click <strong>Send Intake Link</strong>.</li>
|
||||
<li class="mb-1">Or use the <strong>Send Intake Link</strong> button on the Dashboard Kiosk card.</li>
|
||||
<li class="mb-1">Enter the customer's email address and send.</li>
|
||||
<li class="mb-1">The customer receives an email with a secure link and completes the same 3-step form on their own device.</li>
|
||||
<li class="mb-1">Remote sessions don't require a drawn signature — a checkbox agreement is used instead.</li>
|
||||
</ol>
|
||||
</section>
|
||||
|
||||
<section id="output-setting" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-sliders text-primary me-2"></i>Kiosk Output Setting
|
||||
</h2>
|
||||
<p>
|
||||
You can control what gets created when a customer submits the intake form.
|
||||
Go to <a href="/CompanySettings?tab=kiosk">Company Settings → Kiosk</a> and choose:
|
||||
</p>
|
||||
<ul>
|
||||
<li>
|
||||
<strong>Create a Quote</strong> (default) — a Draft quote is created for staff to review and price
|
||||
before work begins. The terms shown to the customer will say "subject to a formal quote." Use this
|
||||
if you price after seeing the parts.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Create a Job</strong> — a Pending job is created immediately. The terms will say "a team
|
||||
member will reach out about pricing." Use this if you price on the spot and want the work order
|
||||
ready right away.
|
||||
</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section id="what-happens" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-arrow-right-circle text-primary me-2"></i>What Happens on Submission
|
||||
</h2>
|
||||
<p>When a customer submits their intake form, the system automatically:</p>
|
||||
<ul>
|
||||
<li><strong>Matches or creates a Customer</strong> — searches by email first, then phone. If no match, a new non-commercial customer record is created.</li>
|
||||
<li>
|
||||
<strong>Creates a Draft Quote or Pending Job</strong> — depending on your
|
||||
<a href="/CompanySettings?tab=kiosk">Kiosk Output Setting</a>. Quote mode creates a Draft quote
|
||||
(Normal priority); Job mode creates a Pending job with the customer's description and intake source
|
||||
in Special Instructions.
|
||||
</li>
|
||||
<li><strong>Applies SMS consent</strong> — if the customer opted in, their customer record is updated with <code>NotifyBySms = true</code> and the consent timestamp (TCPA-compliant).</li>
|
||||
<li>
|
||||
<strong>Fires an in-app notification</strong> — your team's notification bell shows
|
||||
"Walk-in Intake Submitted" (or "Remote Intake Submitted" for remote sessions) with a link to
|
||||
the Intakes page.
|
||||
</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section id="reviewing" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-clipboard-check text-primary me-2"></i>Reviewing Submissions (Staff)
|
||||
</h2>
|
||||
<p>
|
||||
Go to <a href="/Kiosk/Intakes">Operations → Intake Sessions</a> to see all sessions.
|
||||
Filter by <strong>Submitted</strong>, <strong>Pending</strong>, or <strong>Expired</strong>.
|
||||
</p>
|
||||
<p>Each row shows:</p>
|
||||
<ul>
|
||||
<li>Customer name, phone, and email</li>
|
||||
<li>Job description snippet</li>
|
||||
<li>Session type (In-Person or Remote) and status badge</li>
|
||||
<li>SMS opt-in indicator</li>
|
||||
<li><strong>View Quote</strong> button — appears when the kiosk is set to Quote mode; opens the auto-created draft quote</li>
|
||||
<li><strong>View Job</strong> button — appears when the kiosk is set to Job mode; opens the auto-created job</li>
|
||||
<li><strong>Customer</strong> button — opens the matched or created customer record</li>
|
||||
</ul>
|
||||
<div class="alert alert-info alert-permanent">
|
||||
<i class="bi bi-info-circle me-2"></i>
|
||||
If submission failed (e.g. a configuration issue), the session is still marked Submitted but the
|
||||
action buttons won't appear. The raw intake data (name, phone, description) is still
|
||||
visible so staff can create the record manually.
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="troubleshooting" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-exclamation-triangle text-primary me-2"></i>Troubleshooting
|
||||
</h2>
|
||||
<dl>
|
||||
<dt>Kiosk Welcome screen shows "Connection issue — retrying…"</dt>
|
||||
<dd class="mb-3">The tablet can't reach the server. Check the tablet's Wi-Fi connection. Once connectivity is restored the status dot automatically turns green — no refresh needed.</dd>
|
||||
|
||||
<dt>Kiosk doesn't respond when staff clicks Start Intake</dt>
|
||||
<dd class="mb-3">The tablet polls every 3 seconds. Wait up to 3 seconds after clicking Start Intake. If it still doesn't respond, reload the Welcome page on the tablet. Make sure the tablet is on the same domain as the server (use HTTPS).</dd>
|
||||
|
||||
<dt>The tablet shows the wrong company logo or no logo</dt>
|
||||
<dd class="mb-3">Upload your company logo at Settings → Company Settings → Logo. The kiosk reads your logo directly — no separate kiosk logo setting is needed.</dd>
|
||||
|
||||
<dt>Signature pad doesn't work on the tablet</dt>
|
||||
<dd class="mb-3">Use a capacitive stylus or fingertip — the signature pad requires touch input. Make sure the browser isn't in desktop mode (check "Request Desktop Site" is off). The signature is only required for In-Person sessions.</dd>
|
||||
|
||||
<dt>Submission fails — no job or customer created</dt>
|
||||
<dd class="mb-3">This usually means Seed Data hasn't been run for your company. Ask your administrator to go to Platform Management → Seed Data and run the seed. This creates the required job status and priority lookup rows.</dd>
|
||||
|
||||
<dt>AI quote on the quote wizard times out on mobile</dt>
|
||||
<dd class="mb-3">Photos are automatically compressed before upload. If it still times out, your connection may be slow — the spinner will say "Still analyzing…" if it's taking longer than 30 seconds. Try again on a stronger connection.</dd>
|
||||
</dl>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3">
|
||||
@await Html.PartialAsync("_HelpNav")
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase">
|
||||
On This Page
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column small">
|
||||
<a class="nav-link py-1 px-3" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3" href="#setup">Setting Up the Kiosk</a>
|
||||
<a class="nav-link py-1 px-3" href="#starting">Starting an Intake</a>
|
||||
<a class="nav-link py-1 px-3" href="#output-setting">Kiosk Output Setting</a>
|
||||
<a class="nav-link py-1 px-3" href="#what-happens">What Happens on Submission</a>
|
||||
<a class="nav-link py-1 px-3" href="#reviewing">Reviewing Submissions</a>
|
||||
<a class="nav-link py-1 px-3" href="#troubleshooting">Troubleshooting</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,243 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Customers";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Customers</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
The Customers section is the starting point for all work in the shop. Every quote, job, and invoice
|
||||
belongs to a customer record. Keeping your customer list accurate and up to date ensures you can
|
||||
quickly pull up a customer's full history — all their past jobs, outstanding quotes, and unpaid
|
||||
invoices in one place.
|
||||
</p>
|
||||
<p>
|
||||
You can find Customers under <strong>Operations › Customers</strong> in the left sidebar.
|
||||
The list is searchable and sortable. Use the search box at the top of the list to find a customer
|
||||
by name, email, or phone number.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="customer-types" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-diagram-2 text-primary me-2"></i>Customer Types
|
||||
</h2>
|
||||
<p>
|
||||
When creating a customer you must choose one of two types. This affects how the customer appears
|
||||
in reports and how pricing tiers are applied.
|
||||
</p>
|
||||
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-primary border-opacity-25 h-100">
|
||||
<div class="card-header bg-primary bg-opacity-10 fw-semibold">
|
||||
<i class="bi bi-building me-1"></i> Commercial
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="card-text small mb-0">
|
||||
Use this for businesses — auto body shops, fabricators, manufacturers, or any company
|
||||
that sends you work regularly. Commercial customers can have a <strong>pricing tier</strong>
|
||||
applied (e.g., volume discounts) and a <strong>credit limit</strong> set. They typically
|
||||
have a company name in addition to a contact person.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-secondary border-opacity-25 h-100">
|
||||
<div class="card-header bg-secondary bg-opacity-10 fw-semibold">
|
||||
<i class="bi bi-person me-1"></i> Non-Commercial
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="card-text small mb-0">
|
||||
Use this for individuals — homeowners who bring in patio furniture, hobbyists with
|
||||
motorcycle parts, or anyone who is not representing a business. Non-commercial customers
|
||||
typically do not have a company name and are priced at standard retail rates.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="adding-a-customer" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-plus text-primary me-2"></i>Adding a Customer
|
||||
</h2>
|
||||
<p>Follow these steps to add a new customer:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Customers</strong> and click the <strong>New Customer</strong> button in the top-right corner.</li>
|
||||
<li class="mb-2">Choose the <strong>Customer Type</strong> — Commercial or Non-Commercial.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the customer details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Company Name</strong> — required for Commercial customers.</li>
|
||||
<li><strong>Contact Name</strong> — the person you deal with day to day.</li>
|
||||
<li><strong>Email</strong> — used for quote and invoice notifications.</li>
|
||||
<li><strong>Phone</strong> — primary contact number.</li>
|
||||
<li><strong>Mobile Phone</strong> — used for SMS notifications. Required if you want to text this customer.</li>
|
||||
<li><strong>SMS Opt-In</strong> — check this only after you have obtained the customer's consent to receive text messages. Visible only when SMS is enabled for your company.</li>
|
||||
<li><strong>Address</strong> — billing and shipping address fields.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">For Commercial customers, optionally set a <strong>Pricing Tier</strong> and <strong>Credit Limit</strong>.</li>
|
||||
<li class="mb-2">Add any <strong>Notes</strong> that your team should know about this customer (e.g., "Requires 48-hour advance notice before pickup").</li>
|
||||
<li class="mb-2">Click <strong>Save Customer</strong>.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
You can also create a customer automatically when converting an approved prospect quote. The
|
||||
system pre-fills the customer form with the prospect's details from the quote.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="editing-a-customer" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-pencil text-primary me-2"></i>Editing a Customer
|
||||
</h2>
|
||||
<p>
|
||||
To update a customer's details, find the customer in the list and click their name to open the
|
||||
Details page. Then click the <strong>Edit</strong> button (pencil icon) in the top-right corner
|
||||
of the details page.
|
||||
</p>
|
||||
<p>
|
||||
You can also click the <i class="bi bi-pencil"></i> icon directly in the customer list to jump
|
||||
straight to the edit form.
|
||||
</p>
|
||||
<p>
|
||||
All fields can be updated at any time. Changes take effect immediately and are reflected on all
|
||||
linked jobs, quotes, and invoices.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="customer-details" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-card-text text-primary me-2"></i>Customer Details Page
|
||||
</h2>
|
||||
<p>
|
||||
The Customer Details page is your hub for everything related to a single customer. Open it by
|
||||
clicking a customer's name anywhere in the system.
|
||||
</p>
|
||||
<p>The details page shows:</p>
|
||||
<ul>
|
||||
<li><strong>Contact information</strong> — name, email, phone, and address.</li>
|
||||
<li><strong>Account summary</strong> — current balance, credit limit, and pricing tier.</li>
|
||||
<li>
|
||||
<strong>Jobs tab</strong> — every job created for this customer, with status and date. Click
|
||||
a job number to open it.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Quotes tab</strong> — all quotes sent to this customer, including pending and
|
||||
historical quotes. Click a quote number to open it.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Invoices tab</strong> — all invoices with payment status. Quickly see who owes money
|
||||
and how much.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Deposits tab</strong> — all deposits recorded for this customer across any job or quote.
|
||||
</li>
|
||||
<li><strong>Notes</strong> — any notes saved against the customer record.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section id="credit-limit" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-credit-card text-primary me-2"></i>Credit Limit
|
||||
</h2>
|
||||
<p>
|
||||
The credit limit is the maximum amount of unpaid invoices a commercial customer is allowed to carry
|
||||
at one time. It is set on the customer record and displayed on the Customer Details page alongside
|
||||
their current outstanding balance.
|
||||
</p>
|
||||
<p>
|
||||
When a customer's outstanding balance approaches or exceeds their credit limit, the system displays
|
||||
a warning flag on their record and on any new jobs or invoices you try to create for them. This is
|
||||
a visual warning only — the system does not automatically block new work — but it gives your team
|
||||
a clear signal to follow up on payment before starting more jobs.
|
||||
</p>
|
||||
<p>
|
||||
If you do not want to set a credit limit, leave the field at <strong>0</strong> (the default), which
|
||||
means no limit is enforced.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="tax-exempt" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-patch-check text-primary me-2"></i>Tax Exempt Customers
|
||||
</h2>
|
||||
<p>
|
||||
If a customer is tax exempt (e.g., a non-profit or a reseller with a valid exemption certificate),
|
||||
check the <strong>Tax Exempt</strong> box on their customer record. You can also upload their
|
||||
exemption certificate as an attachment for your records.
|
||||
</p>
|
||||
<p>
|
||||
When a tax-exempt customer is selected on a new quote or invoice, the tax rate automatically
|
||||
defaults to <strong>0%</strong> — no manual adjustment needed. Tax-exempt customers are marked
|
||||
with a ★ in the customer dropdown when creating quotes and invoices so your team can spot them
|
||||
at a glance.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="deactivating-a-customer" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-dash text-primary me-2"></i>Deactivating a Customer
|
||||
</h2>
|
||||
<p>
|
||||
If a customer no longer does business with you, you can deactivate them rather than deleting them
|
||||
outright. Deactivating keeps all their historical jobs, quotes, and invoices intact for your records,
|
||||
but removes them from the active customer list so they do not clutter your search results.
|
||||
</p>
|
||||
<p>To deactivate a customer:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the customer's Details page.</li>
|
||||
<li class="mb-1">Click the <strong>Delete</strong> (or Deactivate) button.</li>
|
||||
<li class="mb-1">Confirm the action in the dialog that appears.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Note:</strong> Deactivation is a "soft delete." The customer's record and all linked data
|
||||
are preserved in the database and visible to Administrators. The customer simply no longer appears
|
||||
in standard searches and lists. Contact your administrator if you need a record fully restored.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#customer-types">Customer Types</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-a-customer">Adding a Customer</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#editing-a-customer">Editing a Customer</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#customer-details">Customer Details Page</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#credit-limit">Credit Limit</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#tax-exempt">Tax Exempt</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-customer">Deactivating a Customer</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,309 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Equipment & Maintenance";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Equipment & Maintenance</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
The Equipment module lets you keep a full register of every piece of machinery in your shop —
|
||||
curing ovens, sandblasters, coating booths, compressors, conveyors, and anything else you
|
||||
rely on to do the work. Each equipment record includes its current operating status and a
|
||||
complete maintenance log.
|
||||
</p>
|
||||
<p>
|
||||
Keeping this information up to date pays off in two ways. First, your team always knows
|
||||
which machines are available and which are down for service — preventing jobs from being
|
||||
scheduled on equipment that is not ready. Second, the maintenance history gives you a
|
||||
paper trail for warranty claims, insurance, and resale.
|
||||
</p>
|
||||
<p>
|
||||
Find Equipment under <strong>Equipment</strong> in the left sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="adding-equipment" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Adding Equipment
|
||||
</h2>
|
||||
<p>To add a piece of equipment to the system:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Equipment</strong> and click <strong>New Equipment</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the equipment details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Name</strong> — a short, descriptive name (e.g., "Main Curing Oven" or "Blast Cabinet #2").</li>
|
||||
<li><strong>Model / Serial Number</strong> — from the manufacturer's plate on the machine. Useful for warranty and service calls.</li>
|
||||
<li><strong>Manufacturer</strong> — who made the equipment.</li>
|
||||
<li><strong>Purchase Date</strong> — when your shop acquired it.</li>
|
||||
<li><strong>Last Service Date</strong> — the date it was last professionally serviced or inspected.</li>
|
||||
<li><strong>Next Service Due</strong> — when the next scheduled service is due. This triggers alerts on the Dashboard.</li>
|
||||
<li><strong>Location</strong> — where in the shop the equipment is located (e.g., "Bay 1", "Back Room").</li>
|
||||
<li><strong>Notes</strong> — any important operational notes, quirks, or warnings for the team.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Set the initial <strong>Status</strong> (see below).</li>
|
||||
<li class="mb-2">Click <strong>Save Equipment</strong>.</li>
|
||||
</ol>
|
||||
</section>
|
||||
|
||||
<section id="equipment-status" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-toggles text-primary me-2"></i>Equipment Status
|
||||
</h2>
|
||||
<p>
|
||||
Every piece of equipment has a status that reflects its current condition. Update the status
|
||||
whenever the equipment's situation changes — this keeps the Dashboard accurate and lets
|
||||
supervisors quickly see what is available.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:28%">Status</th>
|
||||
<th>What it means</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-success fs-6 py-1 px-2"><i class="bi bi-check-circle me-1"></i>Operational</span></td>
|
||||
<td>
|
||||
The equipment is fully functional and available for use. This is the normal
|
||||
day-to-day status for working machines.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark fs-6 py-1 px-2"><i class="bi bi-exclamation-triangle me-1"></i>Needs Maintenance</span></td>
|
||||
<td>
|
||||
The equipment is still operational but a maintenance task is overdue or a minor
|
||||
issue has been flagged. The machine can still be used with caution, but maintenance
|
||||
should be scheduled promptly to avoid a breakdown.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark fs-6 py-1 px-2"><i class="bi bi-wrench me-1"></i>Under Maintenance</span></td>
|
||||
<td>
|
||||
The equipment is currently being serviced or repaired and is <strong>not available</strong>
|
||||
for production. Do not schedule jobs that require this equipment until its status
|
||||
returns to Operational.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger fs-6 py-1 px-2"><i class="bi bi-x-circle me-1"></i>Out of Service</span></td>
|
||||
<td>
|
||||
The equipment has broken down or failed and cannot be used. A maintenance record
|
||||
should be created immediately with a priority of High or Critical.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary fs-6 py-1 px-2"><i class="bi bi-archive me-1"></i>Retired</span></td>
|
||||
<td>
|
||||
The equipment has been decommissioned and is no longer in service. It remains in
|
||||
the system for historical records but is excluded from active listings and the
|
||||
Dashboard.
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<p class="mt-3">
|
||||
To update an equipment's status, open its Details page and click <strong>Edit</strong>, then
|
||||
change the Status field. You can also log a maintenance record (see below), which can update
|
||||
the status as part of the workflow.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="maintenance-records" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-clipboard-check text-primary me-2"></i>Maintenance Records
|
||||
</h2>
|
||||
<p>
|
||||
Every service, repair, inspection, or maintenance task performed on a piece of equipment should
|
||||
be logged as a maintenance record. Over time this builds a complete service history that is
|
||||
invaluable for troubleshooting recurring problems, planning replacements, and demonstrating
|
||||
due diligence.
|
||||
</p>
|
||||
<p>To log a maintenance record:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the equipment's Details page.</li>
|
||||
<li class="mb-2">Click <strong>Add Maintenance Record</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Task Description</strong> — what was done or needs to be done (e.g., "Replace heating element", "Annual burner service", "Belt tension check").</li>
|
||||
<li><strong>Type</strong> — choose <strong>Scheduled</strong> for planned preventive maintenance, or <strong>Corrective</strong> for repairs to fix a problem.</li>
|
||||
<li><strong>Scheduled Date</strong> — when the task is planned for (or when it was done).</li>
|
||||
<li><strong>Completion Date</strong> — leave blank if the task has not been done yet.</li>
|
||||
<li><strong>Cost</strong> — what the service cost (parts, labor, contractor fees).</li>
|
||||
<li><strong>Priority</strong> — how urgent this task is (see below).</li>
|
||||
<li><strong>Assigned To</strong> — the shop worker responsible for this task.</li>
|
||||
<li><strong>Notes</strong> — parts used, observations, instructions for next time.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Click <strong>Save</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Open maintenance records (those without a completion date) appear on the Dashboard as upcoming
|
||||
tasks. When the work is done, open the record and fill in the <strong>Completion Date</strong>
|
||||
and any final notes to mark it as done.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Recurring Maintenance</h3>
|
||||
<p>
|
||||
For maintenance that happens on a regular schedule (e.g., monthly filter cleaning, quarterly
|
||||
burner service), set the <strong>Recurrence</strong> field when creating the record — choose
|
||||
from Daily, Weekly, Monthly, Quarterly, or Annually. When you complete the record, the system
|
||||
automatically creates the next maintenance record at the appropriate interval. This ensures
|
||||
preventive maintenance tasks never fall through the cracks.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="maintenance-priority" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-flag text-primary me-2"></i>Maintenance Priority
|
||||
</h2>
|
||||
<p>
|
||||
When creating a maintenance record, set the priority to reflect how urgently the task needs
|
||||
to be completed. Priority affects how records are sorted on the Dashboard and in the
|
||||
maintenance list.
|
||||
</p>
|
||||
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-secondary border-opacity-25 h-100">
|
||||
<div class="card-body py-2 px-3">
|
||||
<h6 class="mb-1"><span class="badge bg-secondary me-1">Low</span></h6>
|
||||
<p class="small mb-0 text-muted">
|
||||
Routine preventive tasks that can be scheduled at the next convenient opportunity.
|
||||
Example: lubricate conveyor chain, clean filters.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-primary border-opacity-25 h-100">
|
||||
<div class="card-body py-2 px-3">
|
||||
<h6 class="mb-1"><span class="badge bg-primary me-1">Normal</span></h6>
|
||||
<p class="small mb-0 text-muted">
|
||||
Standard scheduled maintenance that should be completed within the planned
|
||||
service window. Example: annual burner inspection, thermocouple calibration.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-warning border-opacity-25 h-100">
|
||||
<div class="card-body py-2 px-3">
|
||||
<h6 class="mb-1"><span class="badge bg-warning text-dark me-1">High</span></h6>
|
||||
<p class="small mb-0 text-muted">
|
||||
A developing problem that will cause a breakdown if not addressed soon. Production
|
||||
should be monitored. Example: unusual vibration in the blaster motor, oven
|
||||
not reaching set temperature.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-danger border-opacity-25 h-100">
|
||||
<div class="card-body py-2 px-3">
|
||||
<h6 class="mb-1"><span class="badge bg-danger me-1">Critical</span></h6>
|
||||
<p class="small mb-0 text-muted">
|
||||
Equipment is down or unsafe to operate. All work on this machine must stop
|
||||
immediately. Example: oven element failure, electrical fault, safety switch
|
||||
bypassed.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="oven-scheduler" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-calendar-week text-primary me-2"></i>Oven Scheduler
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Oven Scheduler</strong> (<a href="/OvenScheduler">/OvenScheduler</a>) lets you
|
||||
group jobs into oven batches to maximize curing oven utilization. It uses your configured
|
||||
Named Ovens (set up in <strong>Settings › Company Settings › Named Ovens</strong>)
|
||||
to show available capacity in square feet as you add jobs to a batch.
|
||||
</p>
|
||||
<p>To use the Oven Scheduler:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to the Oven Scheduler from the sidebar.</li>
|
||||
<li class="mb-2">Select the oven you are loading.</li>
|
||||
<li class="mb-2">Add jobs to the batch — the remaining capacity updates as you add items.</li>
|
||||
<li class="mb-2">Progress batches through Loading → In Progress → Completed as work is done.</li>
|
||||
</ol>
|
||||
<p>
|
||||
To configure your ovens for the scheduler, see
|
||||
<a asp-controller="Help" asp-action="Settings" fragment="named-ovens">Settings › Named Ovens</a>.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="assigning-maintenance" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-gear text-primary me-2"></i>Assigning Maintenance Tasks
|
||||
</h2>
|
||||
<p>
|
||||
Each maintenance record can be assigned to one shop worker — typically someone in the
|
||||
<strong>Maintenance</strong> role, or a <strong>Supervisor</strong> who will coordinate
|
||||
with an outside service technician.
|
||||
</p>
|
||||
<p>
|
||||
To assign a task, select the worker from the <strong>Assigned To</strong> dropdown when
|
||||
creating or editing the maintenance record. Only active workers are listed.
|
||||
</p>
|
||||
<p>
|
||||
Assigned tasks appear on the Dashboard grouped by worker, so supervisors can see their
|
||||
team's maintenance workload at a glance. When a task is completed, the assigned worker
|
||||
(or a manager) should update the completion date and any notes so the record reflects
|
||||
exactly what was done and when.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
For work done by an outside contractor (e.g., a refrigeration technician servicing
|
||||
your blast cabinet compressor), you can either create a temporary worker record for
|
||||
the contractor or simply note their name and company in the <strong>Notes</strong>
|
||||
field of the maintenance record.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-equipment">Adding Equipment</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#equipment-status">Equipment Status</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#maintenance-records">Maintenance Records</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#maintenance-priority">Maintenance Priority</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#oven-scheduler">Oven Scheduler</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#assigning-maintenance">Assigning Maintenance</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,451 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Getting Started";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Getting Started</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
This system is purpose-built to run a powder coating shop from end to end. At its core it helps you
|
||||
track every job that comes through the door — from the first quote all the way through coating,
|
||||
curing, quality check, and final delivery. Along the way it manages your customers, vendors,
|
||||
inventory of powders and supplies, shop equipment, and the workers on your floor.
|
||||
</p>
|
||||
<p>
|
||||
Everything is connected. When you create a quote for a customer and they approve it, you can convert
|
||||
that quote into a job with a single click. When a job is invoiced, the customer's account balance
|
||||
updates automatically. When powder is consumed on a job, the inventory count goes down. You always
|
||||
have a clear picture of where work stands and what materials you have on hand.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Tip:</strong> Use the navigation sidebar on the left to jump between modules. The system
|
||||
remembers where you left off in most list views, including any search filters you applied.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="logging-in" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-box-arrow-in-right text-primary me-2"></i>Logging In
|
||||
</h2>
|
||||
<p>
|
||||
Open the app in your browser and you will be taken to the login page. Enter your email address and
|
||||
password, then click <strong>Sign In</strong>.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Enter the email address your administrator set up for you.</li>
|
||||
<li class="mb-1">Enter your password. Passwords are case-sensitive.</li>
|
||||
<li class="mb-1">Click <strong>Sign In</strong>. You will land on the Dashboard.</li>
|
||||
</ol>
|
||||
|
||||
<h5 class="fw-semibold">First login — set your permanent password</h5>
|
||||
<p>
|
||||
When a new company account is created, the system generates a secure temporary password and emails
|
||||
it to the address used during signup. The first time you log in with that temporary password, you
|
||||
will be redirected to a <strong>Set Your Password</strong> page automatically.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Enter the temporary password from your welcome email.</li>
|
||||
<li class="mb-1">Enter and confirm your new permanent password.</li>
|
||||
<li class="mb-1">Click <strong>Set Password & Continue</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
You cannot access any other part of the application until this step is complete. Once done, the
|
||||
temporary password is invalidated and you land directly on the Dashboard.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-envelope-check-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Didn't receive the welcome email?</strong> Check your spam or junk folder first.
|
||||
If it's still not there, contact your company administrator — they can reset your password
|
||||
from the User Management section.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h5 class="fw-semibold">Forgot your password?</h5>
|
||||
<p>
|
||||
On the login page, click the <strong>Forgot your password?</strong> link. Enter your email address
|
||||
and the system will send you a reset link. Check your inbox (and spam folder) and follow the
|
||||
instructions in the email. Reset links expire after a short time, so use them promptly.
|
||||
</p>
|
||||
<p>
|
||||
If you do not receive an email or cannot log in, contact your company administrator — they can reset
|
||||
your password from the User Management section.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-shield-lock flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Keep your password safe.</strong> Do not share your login details with anyone, even
|
||||
co-workers. Every action in the system is logged with your account name.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="navigating" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-compass text-primary me-2"></i>Navigating the System
|
||||
</h2>
|
||||
<p>
|
||||
The left sidebar is your main navigation. It is divided into sections so related features are grouped
|
||||
together. Click any item to go to that section. On smaller screens the sidebar collapses — tap the
|
||||
menu icon at the top to open it.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered table-sm align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:30%">Section</th>
|
||||
<th>What you will find there</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><i class="bi bi-speedometer2 me-1 text-primary"></i><strong>Dashboard</strong></td>
|
||||
<td>A live summary of today's jobs, outstanding quotes, low-stock alerts, equipment needing attention, and a daily tip.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><i class="bi bi-briefcase me-1 text-primary"></i><strong>Operations</strong></td>
|
||||
<td>Customers, Quotes, Jobs, Invoices, Appointments/Calendar, Job Priority Board, Gift Certificates, and Shop Workers — the day-to-day work of the shop.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><i class="bi bi-box-seam me-1 text-primary"></i><strong>Inventory</strong></td>
|
||||
<td>Catalog Items, Inventory Items, Vendors, and Purchase Orders.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><i class="bi bi-bank me-1 text-primary"></i><strong>Accounting</strong></td>
|
||||
<td>Bills (Accounts Payable), Chart of Accounts, and Accounting Export.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><i class="bi bi-tools me-1 text-primary"></i><strong>Equipment</strong></td>
|
||||
<td>Equipment records, Maintenance, Oven Scheduler, and Powder Insights.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><i class="bi bi-bar-chart me-1 text-primary"></i><strong>Reports</strong></td>
|
||||
<td>Financial summaries, AR aging, job performance, AI-powered analysis, cash flow forecasting, and more.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><i class="bi bi-gear me-1 text-primary"></i><strong>Settings</strong></td>
|
||||
<td>Company info, pricing rates, operating costs, Named Ovens, AI Profile, Pricing Tiers, User Management, and Billing. Visible to Admins and Managers.</td>
|
||||
</tr>
|
||||
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<p class="mt-3">
|
||||
The top bar shows your profile avatar, a <strong>notification bell</strong>, and a quick-search box.
|
||||
Use the search box to find customers, jobs, or quotes by name or number without navigating through menus.
|
||||
</p>
|
||||
<p>
|
||||
The <strong>notification bell</strong> (<i class="bi bi-bell-fill"></i>) alerts you to customer
|
||||
actions in real time — a quote approved or declined online, an invoice or deposit paid online,
|
||||
and any platform announcements from the Powder Coating Logix team. A red badge shows the count of
|
||||
unread items. Click the bell to see recent notifications and navigate directly to the related record.
|
||||
Notifications are stored persistently so you will not miss one if you were not logged in when it
|
||||
arrived.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="roles-and-permissions" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-shield-check text-primary me-2"></i>Roles and Permissions
|
||||
</h2>
|
||||
<p>
|
||||
Every user is assigned a role that controls what they can see and do. Your administrator assigns
|
||||
your role when they create your account. If you cannot access something you expect to, ask your
|
||||
administrator — they may need to update your role.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:18%">Role</th>
|
||||
<th>What they can do</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>
|
||||
<span class="badge bg-danger">Admin</span>
|
||||
</td>
|
||||
<td>
|
||||
Full access to all features including user management, company settings, pricing
|
||||
configuration, and all reports. Can create, edit, and delete any record. Should
|
||||
be limited to the company owner or office manager.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<span class="badge bg-warning text-dark">Manager</span>
|
||||
</td>
|
||||
<td>
|
||||
Can manage all operational data — customers, jobs, quotes, invoices, inventory,
|
||||
equipment, and workers. Can view reports and adjust settings, but cannot manage
|
||||
user accounts or change platform-level configuration.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<span class="badge bg-primary">Employee</span>
|
||||
</td>
|
||||
<td>
|
||||
Can create and edit jobs and quotes, manage customers, and update inventory.
|
||||
Cannot delete records, manage users, or access financial reports. Suited to
|
||||
office staff who handle quoting and customer communication.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<span class="badge bg-info text-dark">Shop Floor</span>
|
||||
</td>
|
||||
<td>
|
||||
Can view jobs assigned to them and update job status as work progresses (e.g.,
|
||||
move a job from <em>Sandblasting</em> to <em>Cleaning</em>). Cannot create or
|
||||
edit quotes, invoices, or customer records. Designed for workers on the floor
|
||||
who only need to update what they are working on.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>
|
||||
<span class="badge bg-secondary">Read Only</span>
|
||||
</td>
|
||||
<td>
|
||||
View-only access to most parts of the system. Cannot create, edit, or delete
|
||||
any records. Useful for accountants or auditors who need visibility but should
|
||||
not make changes.
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="your-first-steps" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-list-check text-primary me-2"></i>Your First Steps
|
||||
</h2>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-magic flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>New to the system?</strong> Use the <a href="/SetupWizard">Setup Wizard</a> to
|
||||
configure your company profile, operating costs, named ovens, and notifications in a guided
|
||||
5-step walkthrough — takes about 5–10 minutes. After the wizard, the Dashboard will show
|
||||
a progress checklist to guide you through your first live workflow.
|
||||
</div>
|
||||
</div>
|
||||
<p>
|
||||
If you prefer to configure things manually, or if you are returning to complete partial setup,
|
||||
work through these steps in order. Each step builds on the last — for example, inventory items
|
||||
need vendors before you can record purchases, and jobs need customers before you can create them.
|
||||
</p>
|
||||
|
||||
<div class="list-group shadow-sm">
|
||||
<div class="list-group-item list-group-item-action d-flex gap-3 align-items-start py-3">
|
||||
<span class="badge bg-primary rounded-pill mt-1 flex-shrink-0">1</span>
|
||||
<div>
|
||||
<h6 class="mb-1 fw-semibold"><i class="bi bi-truck me-1"></i>Set up your vendors</h6>
|
||||
<p class="mb-0 text-muted small">
|
||||
Go to <strong>Inventory › Vendors</strong> and add the companies you buy powder and
|
||||
other supplies from. Include their payment terms and a contact name. Vendors are linked to
|
||||
inventory items so you always know where to reorder.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="list-group-item list-group-item-action d-flex gap-3 align-items-start py-3">
|
||||
<span class="badge bg-primary rounded-pill mt-1 flex-shrink-0">2</span>
|
||||
<div>
|
||||
<h6 class="mb-1 fw-semibold"><i class="bi bi-box-seam me-1"></i>Add your inventory items</h6>
|
||||
<p class="mb-0 text-muted small">
|
||||
Go to <strong>Inventory › Items</strong> and enter the powders, primers, and
|
||||
consumables you stock. Set each item's unit cost, reorder point, and link it to the vendor
|
||||
you buy it from. This feeds into job costing and low-stock alerts.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="list-group-item list-group-item-action d-flex gap-3 align-items-start py-3">
|
||||
<span class="badge bg-primary rounded-pill mt-1 flex-shrink-0">3</span>
|
||||
<div>
|
||||
<h6 class="mb-1 fw-semibold"><i class="bi bi-tools me-1"></i>Add your equipment</h6>
|
||||
<p class="mb-0 text-muted small">
|
||||
Go to <strong>Equipment</strong> and add your oven, sandblaster, coating booth, and any
|
||||
other machinery. Recording equipment lets you log maintenance and feeds into the operating
|
||||
cost calculations used in job pricing.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="list-group-item list-group-item-action d-flex gap-3 align-items-start py-3">
|
||||
<span class="badge bg-primary rounded-pill mt-1 flex-shrink-0">4</span>
|
||||
<div>
|
||||
<h6 class="mb-1 fw-semibold"><i class="bi bi-person-badge me-1"></i>Add your shop workers</h6>
|
||||
<p class="mb-0 text-muted small">
|
||||
Go to <strong>Operations › Shop Workers</strong> and add the people who work in your
|
||||
shop. Assign each worker a role (Coater, Sandblaster, etc.). Workers can then be assigned
|
||||
to jobs and maintenance tasks.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="list-group-item list-group-item-action d-flex gap-3 align-items-start py-3">
|
||||
<span class="badge bg-primary rounded-pill mt-1 flex-shrink-0">5</span>
|
||||
<div>
|
||||
<h6 class="mb-1 fw-semibold"><i class="bi bi-people me-1"></i>Create your first customer</h6>
|
||||
<p class="mb-0 text-muted small">
|
||||
Go to <strong>Operations › Customers</strong> and add a customer. Choose Commercial
|
||||
for businesses or Non-Commercial for individuals. You will need a customer record before
|
||||
you can create a job or a quote for them.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="list-group-item list-group-item-action d-flex gap-3 align-items-start py-3">
|
||||
<span class="badge bg-success rounded-pill mt-1 flex-shrink-0">6</span>
|
||||
<div>
|
||||
<h6 class="mb-1 fw-semibold"><i class="bi bi-briefcase me-1"></i>Create your first job</h6>
|
||||
<p class="mb-0 text-muted small">
|
||||
Go to <strong>Operations › Jobs</strong> and click <strong>New Job</strong>. Select
|
||||
the customer, describe the work, add line items, set a due date, and assign a worker.
|
||||
Then update the job status as it moves through the shop.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="after-the-wizard" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-rocket-takeoff text-primary me-2"></i>After the Wizard — Your First Workflow
|
||||
</h2>
|
||||
<p>
|
||||
Once the Setup Wizard is complete, two things appear on your Dashboard to guide you through your
|
||||
first live workflow:
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold">Guided Activation</h5>
|
||||
<p>
|
||||
A banner prompts you to run a short first-workflow walkthrough. Choose a starting path — either
|
||||
<strong>Quote First</strong> (create a quote, get it approved, convert it to a job) or
|
||||
<strong>Job First</strong> (create a job directly). The system creates a sample customer
|
||||
record for you to use during the walkthrough.
|
||||
</p>
|
||||
<p>
|
||||
After the job is created you are taken to the <strong>Daily Board</strong> — your shop in real
|
||||
time. Every active job appears on the board by stage. The new job is highlighted so you can
|
||||
find it easily. Drag it to its next stage to see how your workflow updates live. Once you have
|
||||
moved the job, the board prompts you to create the invoice when the work is done.
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold">Progress Widget</h5>
|
||||
<p>
|
||||
Below the guided activation banner you will see a <strong>"Get the most out of your shop"</strong>
|
||||
widget. It tracks six steps that unlock the full day-to-day workflow:
|
||||
</p>
|
||||
<ol>
|
||||
<li>Create your first job or quote</li>
|
||||
<li>Move a job through your workflow</li>
|
||||
<li>Send your first invoice</li>
|
||||
<li>Bring your crew in (invite team members)</li>
|
||||
<li>Customize your workflow labels (job stages, priorities, prep services)</li>
|
||||
<li>Set how you get paid (payment terms and quote defaults)</li>
|
||||
</ol>
|
||||
<p>
|
||||
Each incomplete step shows a description and a button that takes you directly to the right place.
|
||||
The next recommended step is highlighted. The widget disappears once all six steps are done.
|
||||
You can collapse it using the chevron button — the collapsed state is saved in your browser.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The progress widget and guided activation banner are visible to <strong>Company Admins only</strong>.
|
||||
Other roles land directly on the standard Dashboard.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="mobile-install" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-phone text-primary me-2"></i>Using on Mobile — Add to Home Screen
|
||||
</h2>
|
||||
<p>
|
||||
Powder Coating Logix works in any phone browser, but installing it as a <strong>home screen app</strong>
|
||||
gives your shop floor workers a much better experience:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">Opens full-screen with no browser chrome — feels like a native app.</li>
|
||||
<li class="mb-1">The camera (used by the inventory label scanner) only asks for permission <strong>once</strong> after installation, instead of every browser session.</li>
|
||||
<li class="mb-1">Faster to launch — one tap from the home screen.</li>
|
||||
</ul>
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-4" role="alert">
|
||||
<i class="bi bi-apple flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>iPhone / iPad users must use Safari.</strong> Adding to the home screen from Chrome,
|
||||
Firefox, or other iOS browsers creates a regular bookmark that opens in that browser — not
|
||||
a standalone app. Only Safari on iOS supports the full home screen install.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-apple me-1"></i>iOS (iPhone / iPad) — Safari only</h3>
|
||||
<ol class="mb-4">
|
||||
<li class="mb-1">Open the app in <strong>Safari</strong>.</li>
|
||||
<li class="mb-1">Tap the <strong>Share</strong> button <i class="bi bi-box-arrow-up"></i> at the bottom of the screen.</li>
|
||||
<li class="mb-1">Scroll down and tap <strong>Add to Home Screen</strong>.</li>
|
||||
<li class="mb-1">Confirm the name and tap <strong>Add</strong>.</li>
|
||||
<li class="mb-1">The app icon appears on your home screen. Tap it to open in full-screen mode.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-android2 me-1"></i>Android — Chrome</h3>
|
||||
<ol class="mb-4">
|
||||
<li class="mb-1">Open the app in <strong>Chrome</strong>.</li>
|
||||
<li class="mb-1">Chrome may show an <strong>Install App</strong> banner at the bottom automatically — tap it to install.</li>
|
||||
<li class="mb-1">If no banner appears, tap the <strong>menu (⋮)</strong> in the top-right corner and choose <strong>Add to Home Screen</strong> or <strong>Install App</strong>.</li>
|
||||
<li class="mb-1">Confirm and the icon is added to your home screen.</li>
|
||||
</ol>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
When you open the Dashboard on a mobile browser (before installing), a banner at the top
|
||||
of the page guides you through the install steps for your specific device. Once the app is
|
||||
installed as a home screen app, the banner disappears automatically.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#logging-in">Logging In</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#navigating">Navigating the System</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#roles-and-permissions">Roles and Permissions</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#your-first-steps">Your First Steps</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#after-the-wizard">After the Wizard</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#mobile-install">Using on Mobile</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,283 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Help Center";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<h1 class="h3 mb-0"><i class="bi bi-question-circle text-primary me-2"></i>Help Center</h1>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm mb-4 bg-primary text-white">
|
||||
<div class="card-body py-4">
|
||||
<div class="row align-items-center">
|
||||
<div class="col">
|
||||
<h2 class="h4 mb-1 text-white">Welcome to the Help Center</h2>
|
||||
<p class="mb-0 opacity-75">
|
||||
Find step-by-step guides for every part of the powder coating shop management system.
|
||||
Whether you are setting up the shop for the first time or need a quick refresher,
|
||||
the articles below have you covered.
|
||||
</p>
|
||||
</div>
|
||||
<div class="col-auto d-none d-md-block">
|
||||
<i class="bi bi-book-half" style="font-size:4rem; opacity:0.3;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<!-- Getting Started -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Getting Started</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-primary bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-rocket-takeoff text-primary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Getting Started</h5>
|
||||
<p class="card-text text-muted small mb-2">Log in, navigate the system, understand user roles, and take your first steps setting up the shop.</p>
|
||||
<a asp-controller="Help" asp-action="GettingStarted" class="btn btn-sm btn-outline-primary">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Operations -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Operations</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-primary bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-briefcase text-primary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Jobs</h5>
|
||||
<p class="card-text text-muted small mb-2">Create and manage jobs, track status through the shop workflow, assign workers, and manage line items.</p>
|
||||
<a asp-controller="Help" asp-action="Jobs" class="btn btn-sm btn-outline-primary">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-success bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-file-earmark-text text-success fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Quotes</h5>
|
||||
<p class="card-text text-muted small mb-2">Build quotes for customers and prospects, use the pricing engine, and convert approved quotes into jobs.</p>
|
||||
<a asp-controller="Help" asp-action="Quotes" class="btn btn-sm btn-outline-success">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-warning bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-receipt text-warning fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Invoices</h5>
|
||||
<p class="card-text text-muted small mb-2">Create invoices from completed jobs, send them to customers, record payments, and track outstanding balances.</p>
|
||||
<a asp-controller="Help" asp-action="Invoices" class="btn btn-sm btn-outline-warning">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-info bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-people text-info fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Customers</h5>
|
||||
<p class="card-text text-muted small mb-2">Add and manage commercial and non-commercial customers, set credit limits, and view their job and invoice history.</p>
|
||||
<a asp-controller="Help" asp-action="Customers" class="btn btn-sm btn-outline-info">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Inventory & Purchasing -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Inventory & Purchasing</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-primary bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-box-seam text-primary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Inventory</h5>
|
||||
<p class="card-text text-muted small mb-2">Track powders and supplies, monitor stock levels, set reorder points, and record stock transactions.</p>
|
||||
<a asp-controller="Help" asp-action="Inventory" class="btn btn-sm btn-outline-primary">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-success bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-truck text-success fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Vendors</h5>
|
||||
<p class="card-text text-muted small mb-2">Manage suppliers, set payment terms, link vendors to inventory items, and track purchase history.</p>
|
||||
<a asp-controller="Help" asp-action="Vendors" class="btn btn-sm btn-outline-success">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-warning bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-cart3 text-warning fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Purchase Orders</h5>
|
||||
<p class="card-text text-muted small mb-2">Create POs for vendors, track submission and receipt, and convert received POs into vendor bills.</p>
|
||||
<a asp-controller="Help" asp-action="PurchaseOrders" class="btn btn-sm btn-outline-warning">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-danger bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-bank text-danger fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Accounts Payable</h5>
|
||||
<p class="card-text text-muted small mb-2">Record vendor bills, track what you owe, mark bills as paid, and manage your AP ledger.</p>
|
||||
<a asp-controller="Help" asp-action="AccountsPayable" class="btn btn-sm btn-outline-danger">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Shop Management -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Shop Management</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-info bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-person-badge text-info fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Shop Workers</h5>
|
||||
<p class="card-text text-muted small mb-2">Add floor staff, assign roles like Coater or Sandblaster, and link workers to jobs and maintenance tasks.</p>
|
||||
<a asp-controller="Help" asp-action="ShopWorkers" class="btn btn-sm btn-outline-info">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-secondary bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-tools text-secondary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Equipment & Maintenance</h5>
|
||||
<p class="card-text text-muted small mb-2">Track your oven, sandblaster, and coating booth. Log maintenance records and schedule upcoming service.</p>
|
||||
<a asp-controller="Help" asp-action="Equipment" class="btn btn-sm btn-outline-secondary">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Reports & Admin -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Reports & Admin</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-primary bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-bar-chart text-primary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Reports</h5>
|
||||
<p class="card-text text-muted small mb-2">Financial summaries, AR aging, job throughput, inventory levels, and equipment status — all in one place.</p>
|
||||
<a asp-controller="Help" asp-action="Reports" class="btn btn-sm btn-outline-primary">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-success bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-gear text-success fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Settings</h5>
|
||||
<p class="card-text text-muted small mb-2">Configure company info, pricing rates, operating costs, pricing tiers, and chart of accounts.</p>
|
||||
<a asp-controller="Help" asp-action="Settings" class="btn btn-sm btn-outline-success">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-secondary bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-person-circle text-secondary fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Your Profile</h5>
|
||||
<p class="card-text text-muted small mb-2">Update your contact details, change your password, upload a profile photo, and choose your display theme.</p>
|
||||
<a asp-controller="Help" asp-action="UserProfile" class="btn btn-sm btn-outline-secondary">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@await Html.PartialAsync("_HelpNav")
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,551 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Inventory";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Inventory</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
The Inventory module tracks every powder, primer, consumable, and supply item your shop uses.
|
||||
Each item has a current stock level, a unit cost that feeds into job pricing calculations, and
|
||||
a reorder point that triggers a low-stock alert when stock drops to or below it.
|
||||
</p>
|
||||
<p>
|
||||
Keeping inventory accurate matters for two reasons. First, your job and quote pricing is only
|
||||
as accurate as the unit costs stored in inventory — outdated costs lead to under-pricing.
|
||||
Second, knowing how much powder you have on hand before a job starts prevents the frustrating
|
||||
situation of running out of material mid-job.
|
||||
</p>
|
||||
<p>
|
||||
You can find Inventory under <strong>Inventory › Items</strong> in the left sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="adding-items" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Adding Inventory Items
|
||||
</h2>
|
||||
<p>To add a new item to your inventory:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Inventory › Items</strong> and click <strong>New Item</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the item details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Item Name</strong> — a clear, descriptive name (e.g., "Gloss Black Powder — Tiger Drylac 49/90005").</li>
|
||||
<li><strong>SKU / Part Number</strong> — the manufacturer's part number or your internal SKU.</li>
|
||||
<li><strong>Category</strong> — Powder, Primer, Consumable, Shop Supply, or other category as appropriate.</li>
|
||||
<li><strong>Unit of Measure</strong> — lbs, kg, each, litre, etc.</li>
|
||||
<li><strong>Unit Cost</strong> — your purchase cost per unit. Used in quote and job pricing calculations.</li>
|
||||
<li><strong>Current Quantity on Hand</strong> — the number of units you have right now. This becomes the opening stock level.</li>
|
||||
<li><strong>Reorder Point</strong> — the quantity at which you want to be alerted to reorder. See the Reorder Points section below.</li>
|
||||
<li><strong>Vendor / Supplier</strong> — the vendor you purchase this item from. Linking a vendor lets you quickly see who to call when stock runs low.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
For powder coatings, the <strong>Coverage Rate</strong> (sq ft per lb) and <strong>Transfer Efficiency %</strong>
|
||||
default to <strong>30 sq ft/lb</strong> and <strong>65%</strong> respectively — typical starting values for most powder
|
||||
and application setups. Adjust these to match your specific powder and equipment. Both values are used when
|
||||
calculating powder needed on quotes and jobs.
|
||||
</li>
|
||||
<li class="mb-2">Click <strong>Save Item</strong>.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
When you save a new item with an opening stock quantity greater than zero, the system automatically
|
||||
records an <strong>Initial</strong> transaction for that quantity. This gives you a clean audit trail
|
||||
from day one without any manual entry.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="catalog-lookup" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-search text-primary me-2"></i>Catalog Lookup & Label Scanner
|
||||
</h2>
|
||||
<p>
|
||||
When adding or editing an inventory item, you don't have to type every field manually.
|
||||
Two shortcuts let you auto-fill product details in seconds:
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-upc-scan me-1"></i>Smart Catalog Lookup</h3>
|
||||
<p>
|
||||
Click the <strong>Lookup</strong> button next to the SKU/Part Number field. Type a color name,
|
||||
SKU, or part number and the system searches a built-in catalog of thousands of Prismatic Powders
|
||||
and other manufacturer SKUs. Select a match and the form fills in automatically — item name,
|
||||
manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specifications.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">The catalog only shows products <strong>not already in your inventory</strong>, preventing duplicates. When editing an existing item, its own catalog entry is always shown.</li>
|
||||
<li class="mb-1">If no catalog match is found, the lookup falls back to <strong>AI Lookup</strong> — Claude searches the web for product specs and fills in whatever it can find.</li>
|
||||
<li class="mb-1">If a vendor name is selected in the Vendor field before searching, results are scoped to that vendor first, then broadened automatically if nothing matches.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2"><i class="bi bi-camera me-1"></i>Label Scanner (Camera)</h3>
|
||||
<p>
|
||||
Click the <strong>camera icon</strong> next to the Lookup button to open the label scanner.
|
||||
Point your phone or webcam at the QR code printed on a powder bag or manufacturer label.
|
||||
The scanner reads the code and attempts to identify the product:
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">If the QR code matches a product in the platform catalog, the form fills in automatically — same as a manual catalog lookup.</li>
|
||||
<li class="mb-1">If no catalog match is found, the AI analyzes the label image and fills in whatever details it can extract (color name, SKU, manufacturer, finish).</li>
|
||||
<li class="mb-1">
|
||||
If the scanned product is <strong>already in your inventory</strong>, a prompt appears to
|
||||
<strong>Add Stock</strong> to the existing item instead — enter the quantity received and an
|
||||
optional updated unit cost, then save. No duplicate item is created.
|
||||
</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-phone me-1 flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The label scanner works best on a phone. If you're on iOS, open the page in
|
||||
<strong>Safari</strong> for reliable camera access. For persistent camera permission
|
||||
(no prompt each session), <a asp-controller="Help" asp-action="GettingStarted" class="alert-link"
|
||||
fragment="mobile-install">add the app to your home screen</a>.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="stock-levels" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-boxes text-primary me-2"></i>Stock Levels and Reorder Points
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>quantity on hand</strong> for each item is updated automatically whenever a transaction
|
||||
is recorded — a purchase receipt increases stock, a job consumption decreases it, and a manual
|
||||
adjustment sets it to the corrected count.
|
||||
</p>
|
||||
<p>
|
||||
The <strong>reorder point</strong> is the safety threshold below which you do not want your stock
|
||||
to fall. When the quantity on hand reaches or drops below the reorder point, the item appears in
|
||||
the low-stock alerts section on your Dashboard and is flagged in the Inventory list. Think of it
|
||||
as the signal to place a new order with your vendor.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Setting a good reorder point</h3>
|
||||
<p>
|
||||
A good reorder point accounts for two factors:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Lead time</strong> — how many days it typically takes for your vendor to deliver after you place an order. If lead time is 5 days, your reorder point should cover at least 5 days of usage.</li>
|
||||
<li class="mb-1"><strong>Daily usage rate</strong> — how much of the item you typically consume per day based on your job volume.</li>
|
||||
</ul>
|
||||
<p>
|
||||
For example, if you use 3 lbs of a powder per day and your vendor takes 5 days to deliver, a
|
||||
reorder point of 20 lbs (3 × 5 + a small safety buffer) ensures you never run out while
|
||||
waiting for the delivery.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="stock-adjustment" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-slash-minus text-primary me-2"></i>Stock Adjustment
|
||||
</h2>
|
||||
<p>
|
||||
Use the <strong>Stock Adjustment</strong> button on any item's Details page to quickly correct the
|
||||
quantity on hand without going through the full edit form. This is the fastest way to record a
|
||||
physical count correction, log a waste event, or add stock received outside of a formal Purchase Order.
|
||||
</p>
|
||||
<p>Click <strong>Stock Adjustment</strong> in the Actions panel and choose one of three modes:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2"><strong>Add Stock</strong> — increases the current quantity by the amount you enter. Use for received goods, returns, or found stock.</li>
|
||||
<li class="mb-2"><strong>Remove Stock</strong> — decreases the current quantity by the amount you enter. Use for waste, spillage, or damage write-offs.</li>
|
||||
<li class="mb-2"><strong>Set Exact</strong> — sets the quantity on hand to the exact number you enter, regardless of the current value. Use after a physical inventory count to correct the balance.</li>
|
||||
</ul>
|
||||
<p>
|
||||
A <strong>reason</strong> is required for every adjustment. Common reasons are listed in the dropdown
|
||||
(received from PO, physical count correction, waste, etc.). Add optional notes for additional detail.
|
||||
The modal shows your current stock and a live preview of the new balance as you type.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-journal-check flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Every stock adjustment is automatically recorded as an <strong>Adjustment</strong> transaction in the
|
||||
item's activity history, including the reason and notes you entered. You can review all past
|
||||
adjustments on the <strong>Inventory Activity</strong> page.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="transactions" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-arrow-left-right text-primary me-2"></i>Transaction Types
|
||||
</h2>
|
||||
<p>
|
||||
Every stock movement is recorded as a transaction with a date, quantity, and running balance,
|
||||
giving you a complete audit trail. Transactions are created automatically by the system
|
||||
(when you create an item, edit a quantity, receive a PO, or record powder usage on a job)
|
||||
and manually through the Stock Adjustment modal.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive mb-3">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:25%">Transaction Type</th>
|
||||
<th>When it is recorded</th>
|
||||
<th style="width:15%">Effect on stock</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><strong>Initial</strong></td>
|
||||
<td>Opening balance when an item is first created with stock on hand.</td>
|
||||
<td class="text-success fw-semibold">+ Increases</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Purchase</strong></td>
|
||||
<td>Stock received from a vendor via a Purchase Order receipt.</td>
|
||||
<td class="text-success fw-semibold">+ Increases</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Return</strong></td>
|
||||
<td>Stock returned to inventory from a job or returned from a vendor.</td>
|
||||
<td class="text-success fw-semibold">+ Increases</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Adjustment</strong></td>
|
||||
<td>Manual correction via the Stock Adjustment modal, or any direct change to Quantity on Hand through the edit form.</td>
|
||||
<td class="text-muted">+/−</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Transfer</strong></td>
|
||||
<td>Stock moved between locations or storage areas.</td>
|
||||
<td class="text-muted">+/−</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Job Usage</strong></td>
|
||||
<td>Powder consumed during a job — recorded automatically when actual usage is entered on a job coat.</td>
|
||||
<td class="text-danger fw-semibold">− Decreases</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Sale</strong></td>
|
||||
<td>Stock consumed or sold outside of a job.</td>
|
||||
<td class="text-danger fw-semibold">− Decreases</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Waste</strong></td>
|
||||
<td>Material scrapped, spilled, or otherwise lost and cannot be used.</td>
|
||||
<td class="text-danger fw-semibold">− Decreases</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Always add a <strong>note</strong> when recording a Waste or Adjustment. Notes make it much
|
||||
easier to understand your stock history during audits or when investigating discrepancies
|
||||
between physical counts and the system.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="activity-ledger" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-journal-text text-primary me-2"></i>Inventory Activity
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Inventory Activity</strong> page (<strong>Inventory › Inventory Activity</strong> in the
|
||||
sidebar, or click <strong>View Activity History</strong> on any item's Details page) gives you a
|
||||
complete view of all stock movements and powder usage across your shop.
|
||||
</p>
|
||||
<p>It has two tabs:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2">
|
||||
<strong>Stock Transactions</strong> — every transaction recorded against your inventory items,
|
||||
showing date, type, quantity (green for additions, red for deductions), unit cost, total cost,
|
||||
running balance after the transaction, and a link to the source Purchase Order if applicable.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Powder Usage by Job</strong> — every instance of powder being consumed on a job coat,
|
||||
showing the job number (linked to the job), customer, color applied, estimated vs actual pounds
|
||||
used, and the variance. A totals row at the bottom summarises the full filtered selection.
|
||||
</li>
|
||||
</ul>
|
||||
<p>
|
||||
Use the filter bar at the top to narrow results by <strong>item</strong>, <strong>date range</strong>,
|
||||
and <strong>transaction type</strong>. Summary pills above the tabs show total lbs received, total
|
||||
lbs used, and net adjustments for the current filter.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
To see the history for a single powder, open its Details page and click
|
||||
<strong>View Activity History</strong> — the Inventory Activity page will open pre-filtered
|
||||
to that item.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="qr-labels" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-qr-code text-primary me-2"></i>QR Code Labels & Mobile Usage Logging
|
||||
</h2>
|
||||
<p>
|
||||
Every inventory item has a printable <strong>QR code label</strong>. Stick it on the bag, bin,
|
||||
or shelf and shop floor workers can scan it with their phone to log how much they used —
|
||||
without ever touching a desktop.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Printing a label</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the inventory item's Details page.</li>
|
||||
<li class="mb-1">Click <strong>Print QR Label</strong> in the Actions panel — the label opens in a new tab.</li>
|
||||
<li class="mb-1">Click <strong>Print Label</strong> and send it to your printer. The label is sized for a standard 3.5″ label and includes the item name, SKU, colour, finish, and manufacturer.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Scanning and logging usage</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Point your phone camera at the QR code on the label. Your browser opens the <strong>Log Usage</strong> page for that item.</li>
|
||||
<li class="mb-1">
|
||||
<strong>Select a job</strong> (optional but recommended):
|
||||
<ul class="mt-1">
|
||||
<li><em>My Jobs</em> — active jobs assigned to your account appear first.</li>
|
||||
<li><em>Other Jobs</em> — any other open job in the system.</li>
|
||||
<li><em>No Job</em> — log usage without a job reference (e.g. a waste event).</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-1">Enter the <strong>quantity</strong> used. A live preview shows what the new stock balance will be.</li>
|
||||
<li class="mb-1">Choose a <strong>reason</strong>: Job Usage, Waste / Spillage, Correction, or Transfer Out.</li>
|
||||
<li class="mb-1">Add optional notes, then tap <strong>Save Usage Log</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">After saving</h3>
|
||||
<p class="mb-3">
|
||||
The success screen gives you two options:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Log Another Item for This Job</strong> — returns to the scan page with the same job pre-selected, so you can quickly log the next powder without re-picking the job.</li>
|
||||
<li class="mb-1"><strong>Back to Inventory</strong> or <strong>View Item Details</strong> — returns to a neutral state.</li>
|
||||
</ul>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Every scan-based usage log is recorded as a <strong>JobUsage</strong> or <strong>Adjustment</strong>
|
||||
transaction and immediately reduces the item's quantity on hand. You can review it on the
|
||||
<a href="/Inventory/Ledger" class="alert-link">Inventory Activity</a> page.
|
||||
The first time a worker scans on a new device they will be asked to log in — after that the
|
||||
browser keeps them signed in.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="low-stock-alerts" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-exclamation-triangle text-primary me-2"></i>Stock Status and Alerts
|
||||
</h2>
|
||||
<p>Every inventory item displays one of three stock statuses:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2">
|
||||
<span class="badge bg-success me-1">In Stock</span>
|
||||
Quantity on hand is above the reorder point. No action needed.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<span class="badge bg-danger me-1">Low Stock</span>
|
||||
Quantity on hand is greater than zero but at or below the reorder point.
|
||||
This is your signal to place a reorder with your vendor.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<span class="badge bg-dark me-1">Out of Stock</span>
|
||||
Quantity on hand is zero. Jobs using this powder cannot proceed until stock is replenished.
|
||||
An alert banner is shown on the item's Details page prompting you to use Stock Adjustment to add inventory.
|
||||
</li>
|
||||
</ul>
|
||||
<p>Low Stock and Out of Stock items appear in the Inventory Alerts section on the Dashboard and in the Operations Report. Use the <strong>Low Stock</strong> filter on the Inventory list to see only items needing attention.</p>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
An item continues to show as Low Stock or Out of Stock even after you have placed a Purchase
|
||||
Order, until the goods are physically received and the PO is marked as Received in the system.
|
||||
This is intentional — it reminds you that stock has not yet arrived.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="powder-insights" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-graph-up-arrow text-primary me-2"></i>Powder Insights
|
||||
</h2>
|
||||
<p>
|
||||
<strong>Powder Insights</strong> (<a href="/PowderInsights">/PowderInsights</a>) is an
|
||||
AI-powered analysis of your powder usage patterns, efficiency trends, and cost optimization
|
||||
opportunities. It is accessible from the Equipment section of the sidebar.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">Requires at least <strong>10 jobs</strong> with powder data to generate basic insights.</li>
|
||||
<li class="mb-1">Predictive and cost-optimization features unlock at <strong>150 jobs</strong>.</li>
|
||||
<li class="mb-1">Shows usage trends by powder color/type, efficiency benchmarks, and suggestions for reducing waste.</li>
|
||||
</ul>
|
||||
<p>
|
||||
The more accurately you record powder usage and efficiency on your inventory items, the more
|
||||
useful Powder Insights becomes over time.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="inventory-categories" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tags text-primary me-2"></i>Inventory Categories & the "Is Coating" Flag
|
||||
</h2>
|
||||
<p>
|
||||
Every inventory item belongs to a <strong>category</strong> (e.g. "Powder Coatings", "Primers",
|
||||
"Shop Supplies"). Categories help you organize items in your list, but one setting on a category
|
||||
has a direct effect on what appears in your quote and job workflows: the <strong>Is Coating</strong> flag.
|
||||
</p>
|
||||
<p>
|
||||
<strong>Only items whose category has "Is Coating" enabled will appear in the powder color
|
||||
dropdown</strong> when building a quote or job item. If a category does not have this flag set,
|
||||
all items in that category are treated as general supplies and are excluded from the color picker.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-4" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Blank powder color dropdown?</strong> This is almost always caused by the inventory
|
||||
category for your powder coatings not having <strong>Is Coating</strong> checked. Follow
|
||||
the steps below to fix it.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to enable "Is Coating" on a category</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong><a asp-controller="CompanySettings" asp-action="Index">Company Settings</a> › Data Lookups › Inventory Categories</strong>.</li>
|
||||
<li class="mb-2">Find the category that contains your powder coating colors (e.g. "Powder Coatings").</li>
|
||||
<li class="mb-2">Click the edit icon and check the <strong>Is Coating</strong> checkbox.</li>
|
||||
<li class="mb-2">Save. Items in that category will immediately appear in the powder color dropdown on all quotes and jobs — no restart required.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Which categories should have "Is Coating" enabled?</h3>
|
||||
<p>
|
||||
Only categories that contain actual powder coating colors — the materials that go into the oven
|
||||
and bond to the part. Do <strong>not</strong> enable this on categories for primers, masking
|
||||
supplies, consumables, or equipment. Enabling it on non-coating categories will pollute the
|
||||
color dropdown with irrelevant items and make it harder to find the right powder.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The "Is Coating" flag also controls where the <strong>sample panel toggle</strong> appears
|
||||
on an item's Details page. The toggle — "I have a swatch/sample of this color" — only
|
||||
shows up for items in a coating category, and those items are the ones tracked on the
|
||||
<strong>Sample Panels</strong> page.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="powder-usage" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-droplet text-primary me-2"></i>Powder Usage on Jobs
|
||||
</h2>
|
||||
<p>
|
||||
When a job item uses a powder coating from your inventory, the system calculates how much powder
|
||||
will be needed before the job begins. This estimate is based on three values:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Surface area</strong> — the total square footage to be coated (entered per item in the job or quote wizard).</li>
|
||||
<li class="mb-1"><strong>Coverage rate</strong> — how many square feet one pound of the selected powder covers (set on the inventory item).</li>
|
||||
<li class="mb-1"><strong>Number of coats</strong> — selected when you add the coating to the item.</li>
|
||||
</ul>
|
||||
<p>
|
||||
The <strong>Powder Needed</strong> figure appears in the item wizard as you build the quote or job,
|
||||
and is shown in the Coatings column on the Job Details page. Use it to quickly verify that you
|
||||
have sufficient stock on hand before scheduling the job for production.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Coverage rates vary by powder type, application equipment, and operator technique. Use a
|
||||
conservative (lower) coverage rate in your inventory settings to build in a safety margin.
|
||||
It is better to order slightly more than to run short mid-job.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="ai-price-check" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-robot text-primary me-2"></i>AI Catalog Price Check
|
||||
</h2>
|
||||
<p>
|
||||
The AI Price Check reviews every active, priced item in your
|
||||
<a asp-controller="CatalogItems" asp-action="Index">Catalog Items</a> list against your
|
||||
shop's actual operating costs. It estimates a realistic surface area and processing time
|
||||
for each item, calculates a cost floor, and compares that to your current price — flagging
|
||||
anything that may be losing money, leaving margin on the table, or priced above market rates.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Verdicts</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2"><strong>Below Cost</strong> — price is at or below the estimated cost floor. The shop loses money on every sale of this item.</li>
|
||||
<li class="mb-2"><strong>Thin Margin</strong> — price covers costs but falls below your target margin percentage.</li>
|
||||
<li class="mb-2"><strong>High</strong> — price appears significantly above typical market rates, which may cost you work.</li>
|
||||
<li class="mb-2"><strong>OK</strong> — price is within a reasonable range given your costs and market context.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to run it</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Make sure your <a asp-controller="CompanySettings" asp-action="Index">operating costs</a> are up to date — stale rates produce inaccurate verdicts.</li>
|
||||
<li class="mb-2">Go to <a asp-controller="CatalogItems" asp-action="Index">Catalog Items</a> and click <strong>AI Price Check</strong> in the top-right.</li>
|
||||
<li class="mb-2">Click <strong>Analyze Catalog with AI</strong>. A progress overlay appears while the analysis runs (allow 7–10 minutes for large catalogs).</li>
|
||||
<li class="mb-2">Review results sorted by severity — Below Cost items appear first. Click <strong>Edit Price</strong> on any item to update it directly from the results page.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Things to know</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2"><strong>Run limit:</strong> Analysis can be run once per quarter (90 days). The button shows the next available date when a recent run exists.</li>
|
||||
<li class="mb-2"><strong>Confidence levels:</strong> Each result shows High, Medium, or Low confidence. Vague item names like "Custom Part" will be Low — verify those manually.</li>
|
||||
<li class="mb-2"><strong>Category paths matter:</strong> The AI uses the full category path (e.g. "Cerakote › Firearms") to determine the coating type. Make sure specialty items are in the correct category.</li>
|
||||
<li class="mb-2"><strong>$0 items skipped:</strong> Placeholder items and category headers with no price are automatically excluded from analysis.</li>
|
||||
</ul>
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Results are estimates based on industry knowledge and your shop's rates. Always apply
|
||||
your own judgment before changing prices — especially for items flagged as Low confidence.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-items">Adding Inventory Items</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#catalog-lookup">Catalog Lookup & Label Scanner</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#stock-levels">Stock Levels and Reorder Points</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#stock-adjustment">Stock Adjustment</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#transactions">Transaction Types</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#activity-ledger">Inventory Activity</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#qr-labels">QR Labels & Mobile Logging</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#low-stock-alerts">Stock Status and Alerts</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#powder-insights">Powder Insights</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#inventory-categories">Inventory Categories & Is Coating</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#powder-usage">Powder Usage on Jobs</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#ai-price-check">AI Catalog Price Check</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,395 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Invoices";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Invoices</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Invoices are the formal request for payment you send to customers after their work is complete.
|
||||
Each job can have one invoice. The system tracks payment status in real time — you can see at a
|
||||
glance which customers owe money, how much, and how long the balance has been outstanding.
|
||||
</p>
|
||||
<p>
|
||||
Invoices can be emailed to customers directly from the system (when email is configured) and
|
||||
downloaded as PDFs to print or send manually. Payments — whether in full or in partial
|
||||
installments — are logged against the invoice, and the customer's outstanding balance on their
|
||||
account is updated automatically with every transaction.
|
||||
</p>
|
||||
<p>
|
||||
You can find Invoices under <strong>Operations › Invoices</strong> in the left sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="creating-an-invoice" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Creating an Invoice
|
||||
</h2>
|
||||
<p>
|
||||
The easiest way to create an invoice is directly from the job it belongs to. This pre-fills
|
||||
all line items and pricing automatically.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">From a Job (recommended)</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the job from <strong>Operations › Jobs</strong> and go to its Details page.</li>
|
||||
<li class="mb-2">Scroll to the <strong>Invoice</strong> section near the bottom of the page.</li>
|
||||
<li class="mb-2">Click <strong>Create Invoice</strong>. The system generates an invoice pre-filled with all the job's line items and the final pricing.</li>
|
||||
<li class="mb-2">Review the invoice — check line items, totals, and the due date — then click <strong>Save Invoice</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">From the Invoices list (manual)</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Invoices</strong> and click <strong>New Invoice</strong>.</li>
|
||||
<li class="mb-2">Select the customer and then select the job this invoice is for.</li>
|
||||
<li class="mb-2">Add or adjust line items as needed.</li>
|
||||
<li class="mb-2">Set the invoice date, due date, and any notes.</li>
|
||||
<li class="mb-2">Click <strong>Save Invoice</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<p>
|
||||
Invoice numbers are generated in the format <code>INV-YYMM-####</code>
|
||||
(for example, <code>INV-2503-0007</code>). Each job can only have one invoice — if an invoice
|
||||
already exists for a job, the Create Invoice button on the Job Details page is replaced with a
|
||||
link to the existing invoice.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
You can create an invoice for a job at any time — you do not need to wait until the job
|
||||
reaches a Completed or Delivered status. Some shops invoice on deposit when a job is
|
||||
approved; others invoice on pickup. The system is flexible.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="invoice-statuses" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tag text-primary me-2"></i>Invoice Statuses
|
||||
</h2>
|
||||
<p>
|
||||
Invoices move through statuses that reflect their current payment state. Each status is shown
|
||||
as a color-coded badge throughout the system.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:30%">Status</th>
|
||||
<th>What it means</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Draft</span></td>
|
||||
<td>The invoice has been created but not yet sent to the customer. It can still be edited freely. It does not yet affect the customer's balance.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Sent</span></td>
|
||||
<td>The invoice has been delivered to the customer and a due date is set. The balance is now reflected in the customer's outstanding account.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Partially Paid</span></td>
|
||||
<td>At least one payment has been received but the full balance has not yet been settled.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Paid</span></td>
|
||||
<td>The full invoice amount has been received. The customer's balance is reduced to zero for this invoice.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Overdue</span></td>
|
||||
<td>The due date has passed and there is still an outstanding balance. Overdue invoices are flagged prominently in the AR Aging report.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Voided</span></td>
|
||||
<td>The invoice was cancelled. The balance is reversed on the customer's account. See the Voiding section below for restrictions.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-dark">Written Off</span></td>
|
||||
<td>The balance has been written off as bad debt. The outstanding amount is removed from the customer's account but is recorded for reporting purposes.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="sending-an-invoice" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-send text-primary me-2"></i>Sending an Invoice
|
||||
</h2>
|
||||
<p>
|
||||
Once you have saved an invoice as a Draft and reviewed it, you are ready to send it to the customer.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the invoice from <strong>Operations › Invoices</strong> or from the job's Details page.</li>
|
||||
<li class="mb-2">Click <strong>Send Invoice</strong>. The status changes from Draft to Sent.</li>
|
||||
<li class="mb-2">If email notifications are configured, the customer receives an email with the invoice details and total due.</li>
|
||||
<li class="mb-2">A due date is set automatically based on the customer's payment terms (e.g., Net 30 means the due date is 30 days from today).</li>
|
||||
</ol>
|
||||
<p>
|
||||
You can also click <strong>Download PDF</strong> on any invoice to generate a print-ready PDF
|
||||
that you can email manually, attach to an existing email thread, or hand to the customer in person.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Once an invoice is sent, the line items and total are locked for editing. If you need to make
|
||||
a correction after sending, void the invoice and create a new one. This ensures a clean audit
|
||||
trail.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="recording-payments" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-cash-coin text-primary me-2"></i>Recording a Payment
|
||||
</h2>
|
||||
<p>
|
||||
When a customer pays — whether in full or as a partial payment — you record it against the invoice.
|
||||
The system supports multiple partial payments on a single invoice.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the invoice and click <strong>Record Payment</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the payment details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Amount</strong> — how much was received this time. Can be less than the full balance for partial payments.</li>
|
||||
<li><strong>Payment Method</strong> — Cash, Check, Credit/Debit Card, Bank Transfer / ACH, or Digital Payment.</li>
|
||||
<li><strong>Payment Date</strong> — defaults to today.</li>
|
||||
<li><strong>Reference Number</strong> — optional. Use for check numbers, transaction IDs, or wire reference numbers.</li>
|
||||
<li><strong>Notes</strong> — any additional notes about this payment.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Click <strong>Save Payment</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The invoice status updates automatically — to <strong>Partially Paid</strong> if there is still
|
||||
a remaining balance, or <strong>Paid</strong> if the full amount has been received. The customer's
|
||||
outstanding balance on their account is reduced by the payment amount. All payments are shown in
|
||||
a payment log on the invoice Details page.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
You can delete an individual payment from the payment log on the invoice Details page if it
|
||||
was recorded in error. Deleting a payment reverses its effect on the invoice status and the
|
||||
customer balance.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="voiding-an-invoice" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-x-circle text-primary me-2"></i>Voiding an Invoice
|
||||
</h2>
|
||||
<p>
|
||||
If an invoice was created in error — for example, against the wrong job or with incorrect line
|
||||
items that cannot be corrected — you can void it to remove it from the customer's outstanding
|
||||
balance.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the invoice and click <strong>Void Invoice</strong>.</li>
|
||||
<li class="mb-2">Confirm the action in the dialog that appears.</li>
|
||||
<li class="mb-2">The invoice status changes to Voided and the balance is reversed on the customer's account.</li>
|
||||
</ol>
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Restrictions:</strong> Only invoices in <strong>Draft</strong> or <strong>Sent</strong>
|
||||
status can be voided. If an invoice has payments recorded against it, you must delete those
|
||||
payments first before you can void the invoice. Invoices that are Partially Paid or Paid
|
||||
cannot be voided directly — consider writing off the remaining balance instead if needed.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="customer-balance" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-wallet2 text-primary me-2"></i>Customer Balance
|
||||
</h2>
|
||||
<p>
|
||||
Every customer in the system has a running <strong>current balance</strong> that represents
|
||||
their total outstanding amount across all unpaid invoices. The balance is updated automatically
|
||||
whenever an invoice is sent, a payment is recorded, or an invoice is voided.
|
||||
</p>
|
||||
<p>You can see the current balance on the Customer Details page, shown alongside the customer's credit limit.</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">When an invoice is <strong>sent</strong>, the balance increases by the invoice total.</li>
|
||||
<li class="mb-1">When a <strong>payment is recorded</strong>, the balance decreases by the payment amount.</li>
|
||||
<li class="mb-1">When an invoice is <strong>voided</strong>, the balance decreases by the invoice total.</li>
|
||||
</ul>
|
||||
<p>
|
||||
If a customer's outstanding balance is approaching or has exceeded their credit limit, a warning
|
||||
flag is shown on their customer record, on new jobs you try to create for them, and on new invoices.
|
||||
This is a visual warning only — the system does not automatically block new work — but it provides
|
||||
a clear signal to follow up on payment.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Use the <strong>AR Aging</strong> table in <a asp-controller="Help" asp-action="Reports">Reports › Financial</a>
|
||||
to see all outstanding balances broken down by how many days past due they are. This is the
|
||||
quickest way to identify which customers need a payment follow-up call.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="deposits" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-piggy-bank text-primary me-2"></i>Deposits
|
||||
</h2>
|
||||
<p>
|
||||
If a customer pays a deposit before work starts, record it from the <strong>Job Details</strong>
|
||||
or <strong>Quote Details</strong> page using the <strong>Record Deposit</strong> button in the
|
||||
Deposits card.
|
||||
</p>
|
||||
<p>
|
||||
When you create an invoice from a job, <strong>all unapplied deposits are automatically applied
|
||||
as payments</strong> on the new invoice. The invoice's Amount Paid and status update accordingly
|
||||
— you may find the invoice is already partially or fully paid at creation time.
|
||||
</p>
|
||||
<p>
|
||||
Each deposit generates a receipt (receipt number format: <code>DEP-YYMM-####</code>) that can
|
||||
be downloaded as a PDF immediately after recording.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="gift-certificates" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-gift text-primary me-2"></i>Gift Certificates
|
||||
</h2>
|
||||
<p>
|
||||
Gift certificates are issued and managed at <a href="/GiftCertificates">Gift Certificates</a>
|
||||
in the Operations section of the sidebar.
|
||||
</p>
|
||||
<p>
|
||||
To apply a gift certificate to an invoice, open the Invoice Details page and click
|
||||
<strong>Apply Gift Certificate</strong>. Enter the certificate code — the system looks up
|
||||
the remaining balance and applies it as a payment up to the invoice amount.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="online-payments" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-credit-card text-primary me-2"></i>Online Payments
|
||||
</h2>
|
||||
<p>
|
||||
Customers can pay invoices online without logging in. The
|
||||
<strong>Online Payments</strong> page (<a href="/Invoices/OnlinePayments">/Invoices/OnlinePayments</a>)
|
||||
lists all open invoices with a shareable payment link. Clicking the link takes the customer to
|
||||
a Stripe-hosted checkout page where they can pay by credit or debit card. Payment is recorded
|
||||
automatically and the invoice status updates to <em>Paid</em> or <em>Partially Paid</em>.
|
||||
Your team receives a bell notification when payment is received.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">One-Time Setup: Connecting Stripe</h3>
|
||||
<p>
|
||||
Online payments require a Stripe Connect account linked to your company. A <strong>Company Admin</strong>
|
||||
completes this once:
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Settings › Billing</strong> (<a href="/Billing">/Billing</a>).</li>
|
||||
<li class="mb-2">Click <strong>Connect with Stripe</strong> (or <em>Set Up Online Payments</em>).</li>
|
||||
<li class="mb-2">You are redirected to Stripe — create a new Stripe account or connect an existing one.</li>
|
||||
<li class="mb-2">Complete Stripe’s onboarding: enter your business details, add a bank account for payouts, and verify your identity as required by Stripe.</li>
|
||||
<li class="mb-2">Once Stripe approves the account, you are returned to the app and Stripe Connect status shows <strong>Active</strong>.</li>
|
||||
<li class="mb-2">Payment links now appear on Invoice Details and on the Online Payments page.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If you don’t see a <strong>Connect with Stripe</strong> button, online payments may not be
|
||||
included in your current subscription plan. Check <a href="/Billing">Settings › Billing</a>
|
||||
for your plan details or contact Powder Coating Logix support.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Sharing a Payment Link</h3>
|
||||
<p>
|
||||
Once Stripe Connect is active, open any Invoice Details page and use one of these options:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Copy Payment Link</strong> — copies the URL to your clipboard so you can paste it into an email, text, or any other message.</li>
|
||||
<li class="mb-1"><strong>Send Payment Link</strong> — emails the payment link directly to the customer’s email address on file, with a brief message and the invoice amount.</li>
|
||||
</ul>
|
||||
<p>
|
||||
The link is unique to each invoice and does not expire as long as the invoice remains unpaid.
|
||||
Voided invoices do not generate payment links.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="payment-reminders" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-bell text-primary me-2"></i>Automated Payment Reminders
|
||||
</h2>
|
||||
<p>
|
||||
The system can automatically email customers when their invoices become overdue — without you
|
||||
having to remember to follow up manually. This feature is controlled from
|
||||
<strong>Settings › Notifications › Automated Payment Reminders</strong>.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2">
|
||||
<strong>Enable Payment Reminders</strong> — turn the feature on or off for your company at any time.
|
||||
When off, no automated emails are sent.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Reminder Days</strong> — a comma-separated list of day milestones past the due date at which
|
||||
reminders are sent. The default is <code>7,14,30</code> (one reminder at 7 days overdue, another at
|
||||
14, and a final one at 30).
|
||||
</li>
|
||||
</ul>
|
||||
<p>
|
||||
Each morning the system checks for overdue invoices in <strong>Sent</strong>,
|
||||
<strong>Partially Paid</strong>, or <strong>Overdue</strong> status and sends a reminder email
|
||||
if the invoice has reached one of your configured day thresholds for the first time that day.
|
||||
Customers who have opted out of email notifications are never contacted.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
See <a asp-controller="Help" asp-action="Settings" fragment="notifications">Settings › Notification Settings</a>
|
||||
for full details on configuring reminder thresholds and the email sender identity.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-an-invoice">Creating an Invoice</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#invoice-statuses">Invoice Statuses</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#sending-an-invoice">Sending an Invoice</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#recording-payments">Recording a Payment</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#voiding-an-invoice">Voiding an Invoice</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#customer-balance">Customer Balance</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deposits">Deposits</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#gift-certificates">Gift Certificates</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#online-payments">Online Payments</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#payment-reminders">Payment Reminders</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,700 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Jobs";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Jobs</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Jobs are the core unit of work in the shop. Every item that comes through the door for coating is
|
||||
tracked as a job. A job belongs to a customer, has a status that moves it through the shop workflow,
|
||||
a priority level, a due date, and one or more line items describing the work to be performed.
|
||||
</p>
|
||||
<p>
|
||||
You can find Jobs under <strong>Operations › Jobs</strong> in the left sidebar. The list is
|
||||
searchable and sortable by job number, status, priority, scheduled date, due date, and price. Jobs
|
||||
can be created manually or converted automatically from an approved quote — no need to re-enter
|
||||
information that is already in the system.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The fastest way to create a job is to start with a quote. Build and approve the quote, then
|
||||
click <strong>Convert to Job</strong> — all items, coatings, and pricing carry over automatically.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="creating-a-job" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Creating a Job
|
||||
</h2>
|
||||
<p>To create a job manually:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Jobs</strong> and click the <strong>New Job</strong> button in the top-right corner.</li>
|
||||
<li class="mb-2">Select the <strong>Customer</strong> — this field is required. Type to search by name or company.</li>
|
||||
<li class="mb-2">Enter a <strong>Job Description</strong> summarising the work (e.g., "Powder coat motorcycle frame — gloss black").</li>
|
||||
<li class="mb-2">Set the <strong>Scheduled Date</strong> (when work is expected to begin) and the <strong>Due Date</strong> (when the customer expects pickup or delivery).</li>
|
||||
<li class="mb-2">Choose a <strong>Priority</strong> — Normal is the default; see the Job Priority section below for all levels.</li>
|
||||
<li class="mb-2">Optionally assign a <strong>Worker</strong> from your shop workers list.</li>
|
||||
<li class="mb-2">Enter the customer's <strong>PO Number</strong> if they require one for their own records.</li>
|
||||
<li class="mb-2">Add any <strong>Special Instructions</strong> your team needs to know before starting work.</li>
|
||||
<li class="mb-2">Add one or more <strong>Line Items</strong> describing each piece being coated. See the Job Items section below.</li>
|
||||
<li class="mb-2">Click <strong>Save Job</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The system automatically generates a unique job number in the format <code>JOB-YYMM-####</code>
|
||||
(for example, <code>JOB-2503-0042</code>). This number appears on all documents related to the job.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="job-status" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-arrow-right-circle text-primary me-2"></i>Job Status
|
||||
</h2>
|
||||
<p>
|
||||
Each job moves through a defined sequence of statuses as it progresses through the shop. The status
|
||||
is displayed as a color-coded badge on the job list and details page. You can update a job's status
|
||||
at any time by opening the job and editing it.
|
||||
</p>
|
||||
<p>
|
||||
The two special statuses — <strong>On Hold</strong> and <strong>Cancelled</strong> — can be applied
|
||||
at any point in the workflow regardless of the current status. Use On Hold to pause a job temporarily
|
||||
(waiting for customer approval, missing materials, etc.) and Cancelled to formally close a job that
|
||||
will not be completed.
|
||||
</p>
|
||||
<p>
|
||||
On the Jobs list, click any status badge to open a quick-change modal. The modal includes a
|
||||
<strong>Notify customer via email</strong> toggle. If the customer has email notifications turned off,
|
||||
that toggle is automatically disabled and a warning note is shown — no email will be sent regardless.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:30%">Status</th>
|
||||
<th>What it means</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Pending</span></td>
|
||||
<td>Job has been entered but work has not started. Initial state for all new jobs.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Quoted</span></td>
|
||||
<td>A formal quote has been generated and sent to the customer for this job.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Approved</span></td>
|
||||
<td>The customer has approved the quote and authorised the work to proceed.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">In Preparation</span></td>
|
||||
<td>The job has been pulled from the queue and prep work has begun.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Sandblasting</span></td>
|
||||
<td>The parts are being surface-blasted to remove rust, old coatings, or contaminants.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Masking / Taping</span></td>
|
||||
<td>Areas that must not be coated are being masked off or taped.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Cleaning</span></td>
|
||||
<td>Parts are being chemically cleaned and degreased before coating is applied.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">In Oven</span></td>
|
||||
<td>Parts are in the pre-heat oven being brought to the correct application temperature.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Coating</span></td>
|
||||
<td>Powder coating is being applied to the parts via electrostatic spray gun.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Curing</span></td>
|
||||
<td>Coated parts are in the curing oven at temperature to flow and bond the powder.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Quality Check</span></td>
|
||||
<td>Finished parts are being inspected for coverage, adhesion, and surface defects.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Completed</span></td>
|
||||
<td>Work is done and the job has passed quality inspection.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Ready for Pickup</span></td>
|
||||
<td>Parts are packaged and waiting for the customer to collect them.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Delivered</span></td>
|
||||
<td>Parts have been collected by the customer or delivered to their location.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">On Hold</span></td>
|
||||
<td>Job is temporarily paused. Can be applied at any point in the workflow.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Cancelled</span></td>
|
||||
<td>Job will not be completed. Can be applied at any point in the workflow.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="job-priority" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-flag text-primary me-2"></i>Job Priority
|
||||
</h2>
|
||||
<p>
|
||||
Every job has a priority level that tells your team how urgently a job needs to move through the shop.
|
||||
Priorities are color-coded throughout the system — in the job list, on the job details page, and on
|
||||
any dashboards. Set or change the priority in the Create or Edit form.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive mb-3">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:30%">Priority</th>
|
||||
<th>When to use it</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Low</span></td>
|
||||
<td>Non-urgent work that can be scheduled when the shop has capacity. No specific deadline pressure.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Normal</span></td>
|
||||
<td>Standard shop priority. Used for the majority of jobs. Work is completed within the agreed timeframe.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">High</span></td>
|
||||
<td>Customer has a firm deadline or the job is part of a larger project. Should be worked ahead of Normal jobs.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Urgent</span></td>
|
||||
<td>Job must be completed very soon. Push to the front of the queue and notify the supervisor.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-dark">Rush</span></td>
|
||||
<td>Same-day or next-day turnaround required. Rush jobs are highlighted prominently in the job list to ensure they are never missed. A rush surcharge may apply.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Rush jobs appear highlighted in the job list so they stand out at a glance. Make sure your team
|
||||
understands that a Rush priority means the job takes precedence over everything else currently
|
||||
on the floor.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="job-items" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-list-check text-primary me-2"></i>Job Items
|
||||
</h2>
|
||||
<p>
|
||||
Each job contains one or more line items, each describing a distinct piece or group of parts being
|
||||
coated. Items are added using the item wizard when creating or editing a job.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Item Types</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2">
|
||||
<strong>Calculated Item</strong> — enter surface area, quantity, and complexity. The system
|
||||
calculates material, labor, and equipment costs automatically. Select one or more powder
|
||||
coatings and optional prep services (sandblasting, masking, cleaning).
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Custom Work Item</strong> — enter a free-text description and a manual price. Use this for
|
||||
one-off work that does not fit the standard calculation model.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>AI Photo Quote Item</strong> — upload photos of the parts and let our AI agent estimate
|
||||
the surface area, complexity, and labor time. Review and override any value before accepting.
|
||||
Up to two follow-up rounds of questions are supported.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Labor Item</strong> — a line item representing time and labor charges only, without
|
||||
material costs.
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Surface Area and Coatings</h3>
|
||||
<p>
|
||||
For each item you enter the <strong>surface area in square feet</strong> and the <strong>quantity</strong>
|
||||
of parts. You then select which powder coating(s) to apply. The system calculates how much powder is
|
||||
needed per coat based on the surface area, the coating's coverage rate (sq ft per lb), and the
|
||||
application efficiency factor.
|
||||
</p>
|
||||
<p>
|
||||
The <strong>Powder Needed</strong> estimate is shown live in the wizard as you enter the surface area
|
||||
and select coatings. This helps you check whether you have enough stock on hand before committing to
|
||||
the job schedule.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Prep Services</h3>
|
||||
<p>
|
||||
Each item can also include optional <strong>prep services</strong> — sandblasting, masking, or
|
||||
chemical cleaning — that will be carried out before coating. These are selected in the wizard and
|
||||
appear as sub-lines under the item on the job details page.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Save to Product Catalog</h3>
|
||||
<p>
|
||||
After completing the coatings and prep services steps, <strong>Calculated</strong> and
|
||||
<strong>AI Photo Quote</strong> items include one final optional step: <strong>Save to Product Catalog</strong>.
|
||||
This lets you turn the item you just configured into a reusable catalog entry so it can be selected
|
||||
instantly on future quotes or jobs — without re-entering dimensions, coatings, or prep services.
|
||||
</p>
|
||||
<p>The wizard pre-fills the catalog form with:</p>
|
||||
<ul class="mb-3">
|
||||
<li><strong>Name</strong> — taken from the item description (or AI-generated description); you can edit it</li>
|
||||
<li><strong>Default Price</strong> — copied from the item's calculated or manually adjusted unit price</li>
|
||||
<li><strong>Description</strong> — the item description</li>
|
||||
<li><strong>Sandblasting / Masking</strong> — automatically checked if those prep services were selected</li>
|
||||
<li><strong>Category</strong> — choose from your active catalog categories</li>
|
||||
</ul>
|
||||
<p>At the bottom of the step you have two options:</p>
|
||||
<ul class="mb-3">
|
||||
<li><strong>Save to Catalog & Add</strong> — saves the catalog item immediately and then adds the line item to the job.</li>
|
||||
<li><strong>Skip — Add to Job Only</strong> — skips the save and adds the item to the job without creating a catalog entry.</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-info-circle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The catalog save happens immediately when you click <strong>Save to Catalog & Add</strong> — before the job form is submitted. The catalog item is preserved even if you later discard the job. You can view and manage all saved items at <a asp-controller="CatalogItems" asp-action="Index">Catalog Items</a>.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Items on the job details page are grouped by type — Catalog Items, Custom Work, and Labor — to
|
||||
make it easy to see exactly what work is being performed and which materials are required.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="converting-from-quote" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-arrow-left-right text-primary me-2"></i>Converting from a Quote
|
||||
</h2>
|
||||
<p>
|
||||
When a customer approves a quote, the quickest way to create the job is to convert the quote directly
|
||||
rather than re-entering all the details manually.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the approved quote from <strong>Operations › Quotes</strong>.</li>
|
||||
<li class="mb-2">Click the <strong>Convert to Job</strong> button on the quote details page.</li>
|
||||
<li class="mb-2">
|
||||
The system creates a new job pre-filled with:
|
||||
<ul class="mt-1">
|
||||
<li>All line items, surface areas, and quantities from the quote</li>
|
||||
<li>All coatings and prep services selected for each item</li>
|
||||
<li>The final pricing calculated on the quote</li>
|
||||
<li>The customer record the quote was linked to</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Review the new job, set the scheduled date and priority, assign a worker if needed, and click <strong>Save Job</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The quote status changes to <strong>Converted</strong> and is linked to the new job. You can navigate
|
||||
between the quote and the job at any time using the link shown on each record's details page.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If the quote was created for a prospect (not yet a customer), you must first convert the prospect
|
||||
to a customer before converting the quote to a job. See the
|
||||
<a asp-controller="Help" asp-action="Quotes">Quotes help page</a> for details on prospect conversion.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="creating-an-invoice" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-receipt text-primary me-2"></i>Creating an Invoice from a Job
|
||||
</h2>
|
||||
<p>
|
||||
Once a job is complete — or at any time when you are ready to bill the customer — you can create an
|
||||
invoice directly from the job's Details page. There is no need to manually re-enter pricing.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the job from <strong>Operations › Jobs</strong> and go to its Details page.</li>
|
||||
<li class="mb-2">
|
||||
Scroll to the <strong>Invoice</strong> section at the bottom of the page.
|
||||
<ul class="mt-1">
|
||||
<li>If no invoice exists yet, you will see a <strong>Create Invoice</strong> button.</li>
|
||||
<li>If an invoice already exists, you will see a link to open it.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Click <strong>Create Invoice</strong>. The system generates a new invoice pre-filled with all the job's line items and the final pricing.</li>
|
||||
<li class="mb-2">Review the invoice, confirm the due date, and save it.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Each job can only have one invoice. Once the invoice is created, the Create Invoice button is replaced
|
||||
with a link to view the existing invoice.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Any deposits recorded against this job are automatically applied as payments when the invoice
|
||||
is created. For full details on invoicing, see the
|
||||
<a asp-controller="Help" asp-action="Invoices">Invoices help page</a>.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="photos-notes" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-camera text-primary me-2"></i>Photos and Notes
|
||||
</h2>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Job Photos</h3>
|
||||
<p>
|
||||
Upload before, during, and after photos directly from the Job Details page. Photo types include
|
||||
<strong>Before</strong>, <strong>Progress</strong>, <strong>After</strong>,
|
||||
<strong>Quality Check</strong>, <strong>Issue</strong>, and <strong>Completed</strong>.
|
||||
Photos are visible to anyone who opens the job record and help document the work performed.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Job Notes</h3>
|
||||
<p>
|
||||
Add internal notes to a job from the Details page. Notes are private — they are not visible
|
||||
to the customer. Use them for team communication, special handling instructions, or to log
|
||||
anything notable that happened during production.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="time-and-rework" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-clock text-primary me-2"></i>Time Entries and Rework
|
||||
</h2>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Time Entries</h3>
|
||||
<p>
|
||||
Log labor time against a job from the Job Details page using the <strong>Time Entries</strong>
|
||||
section. Each entry records who worked on the job, how long, and when. Use this to track
|
||||
actual hours vs. estimated hours for costing and productivity analysis.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Rework</h3>
|
||||
<p>
|
||||
If finished parts fail quality inspection or need to be re-coated, create a rework record
|
||||
from the Job Details page. Rework records track the rework type, the reason (adhesion failure,
|
||||
color mismatch, damage, etc.), and the resolution. This data helps identify recurring quality
|
||||
issues over time.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="job-templates" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-clipboard2-check text-primary me-2"></i>Job Templates
|
||||
</h2>
|
||||
<p>
|
||||
If you do the same type of work repeatedly — for example, a standard wheel refinish package —
|
||||
you can save a job's line items as a template and reuse it for future jobs.
|
||||
</p>
|
||||
<p>Templates are managed at <strong>/JobTemplates</strong>. To use a template:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">When creating a new job, look for the <strong>Load Template</strong> option.</li>
|
||||
<li class="mb-2">Select the template you want to use.</li>
|
||||
<li class="mb-2">The line items, coatings, and prep services from the template are pre-filled into the new job.</li>
|
||||
<li class="mb-2">Adjust any fields as needed for this specific job, then save.</li>
|
||||
</ol>
|
||||
</section>
|
||||
|
||||
<section id="shop-display-and-board" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-display text-primary me-2"></i>Shop Display and Priority Board
|
||||
</h2>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Shop Display</h3>
|
||||
<p>
|
||||
The <strong>Shop Display</strong> (<a href="/Jobs/ShopDisplay">/Jobs/ShopDisplay</a>) opens a
|
||||
full-screen view of all active jobs and their current statuses, designed for a TV or large
|
||||
monitor mounted on the shop floor. Workers can see at a glance what jobs are in their queue
|
||||
without needing to log in or use a computer.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Job Priority Board</h3>
|
||||
<p>
|
||||
The <strong>Priority Board</strong> (<a href="/JobsPriority">/JobsPriority</a>) is a
|
||||
Kanban-style view of all active jobs, sorted by priority and status. It is the best view for
|
||||
supervisors who need to triage work and decide what gets done first. Rush and Urgent jobs are
|
||||
highlighted prominently.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="part-intake" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-box-seam text-primary me-2"></i>Part Intake
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Part Intake</strong> workflow lets you formally check in a customer's parts at
|
||||
drop-off — before any work begins. This creates a timestamped record of how many pieces
|
||||
arrived, their condition, and who received them, which protects the shop if a customer later
|
||||
disputes pre-existing damage or a missing piece.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to record an intake</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the <strong>Job Details</strong> page for the job.</li>
|
||||
<li class="mb-2">Click the <strong>Intake</strong> button in the top-right button group. The button is highlighted in blue when intake has not yet been recorded, and shows a checkmark (Intake ✓) once complete.</li>
|
||||
<li class="mb-2">
|
||||
On the intake form you will see:
|
||||
<ul class="mt-1">
|
||||
<li>A <strong>Job Summary</strong> card showing expected part count (from line items), due date, and any special instructions.</li>
|
||||
<li><strong>Actual Part Count</strong> — enter the number of pieces physically received. If this differs from the expected count, a warning appears prompting you to note the discrepancy.</li>
|
||||
<li><strong>Condition Notes</strong> — describe the condition of the parts (existing scratches, rust, missing hardware, special handling requirements, etc.).</li>
|
||||
<li><strong>Advance to In Preparation</strong> — toggle on to automatically move the job status to <em>In Preparation</em> at the same time. Leave off if the customer is dropping parts off early and work hasn't started yet.</li>
|
||||
<li><strong>Before Photos</strong> — upload photos documenting the condition at drop-off. Photos are saved as "Before" type on the job and appear in the Photos section of Job Details.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Click <strong>Complete Intake</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Viewing intake records</h3>
|
||||
<p>
|
||||
Once an intake is recorded, the <strong>Part Intake</strong> card on the Job Details page shows
|
||||
the check-in date and time, who performed the intake, the actual part count, and any condition
|
||||
notes. You can update an existing intake at any time by clicking the <strong>Edit</strong> link
|
||||
in that card.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The intake form is optimised for use on a tablet at the front desk — the layout is
|
||||
touch-friendly and the photo upload works directly from a tablet camera.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="shop-mobile" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-phone text-primary me-2"></i>Shop Mobile
|
||||
</h2>
|
||||
<p>
|
||||
<strong>Shop Mobile</strong> (<a href="/Jobs/ShopMobile">/Jobs/ShopMobile</a>) is a
|
||||
phone and tablet-optimised view of all active jobs, designed for workers on the shop floor.
|
||||
Unlike the Shop Display (which is a passive TV view) and the full desktop UI, Shop Mobile is
|
||||
built for one-handed use — large touch targets, no sidebar, and instant status advancement
|
||||
with a single tap.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">What you see</h3>
|
||||
<p>Jobs are grouped by their current status stage and ordered by due date. Each job card shows:</p>
|
||||
<ul class="mb-3">
|
||||
<li>A <strong>priority colour strip</strong> on the left edge (green = Low, blue = Normal, orange = High, red = Urgent, purple = Rush)</li>
|
||||
<li>Job number, customer name, and piece count</li>
|
||||
<li>Assigned worker, sandblasting/masking flags, and due date</li>
|
||||
<li>Line items (up to 3 shown; tap the details button for the full list)</li>
|
||||
<li>Powder colours</li>
|
||||
<li>Special instructions (amber callout — hard to miss)</li>
|
||||
<li>An <strong>intake indicator</strong> — a green box icon means parts were checked in; an amber box icon means intake is still pending (tap it to go directly to the intake form)</li>
|
||||
<li>An <strong>overdue badge</strong> when the due date has passed</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Advancing a job status</h3>
|
||||
<p>
|
||||
Each card has a large <strong>Advance to [Next Status]</strong> button. Tap it to move the
|
||||
job to its next stage. The button shows a spinner while saving, then the page reloads with the
|
||||
updated status. No login to a desktop required.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Filtering by worker</h3>
|
||||
<p>
|
||||
Tap any worker chip in the filter bar at the top to show only jobs assigned to that person.
|
||||
Tap <strong>All</strong> to return to the full list.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Auto-refresh</h3>
|
||||
<p>
|
||||
The page automatically refreshes every 60 seconds so workers always see the current state
|
||||
without manually reloading. The green pulsing dot in the header indicates auto-refresh is active.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-phone flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Tip:</strong> Add Shop Mobile to your phone's home screen using your browser's
|
||||
"Add to Home Screen" option for quick one-tap access every morning.
|
||||
Navigate to <a href="/Jobs/ShopMobile">/Jobs/ShopMobile</a> in your mobile browser, then use the share menu to save it.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="changing-customer" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-gear text-primary me-2"></i>Changing the Customer
|
||||
</h2>
|
||||
<p>
|
||||
The customer on a job can be changed at any time from the Job Details page — no need to
|
||||
delete and re-create the job. This is useful when:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">A job was created under the <em>Walk-In / Phone</em> placeholder and the real customer is added later.</li>
|
||||
<li class="mb-1">A job was accidentally assigned to the wrong customer.</li>
|
||||
<li class="mb-1">A job converted from a quote needs to be moved to a different customer record.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to change the customer</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the job from <strong>Operations › Jobs</strong> and go to its Details page.</li>
|
||||
<li class="mb-2">Find the <strong>Customer</strong> field in the job header — it appears as a dropdown showing the current customer.</li>
|
||||
<li class="mb-2">Select a different customer from the dropdown.</li>
|
||||
<li class="mb-2">A confirmation banner appears: <em>"Change customer to [Name]?"</em> — click <strong>Save</strong> to confirm or <strong>Cancel</strong> to revert.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The customer can also be changed on the <strong>Edit Job</strong> page using the Customer
|
||||
dropdown there. Any invoices or deposits already linked to the job are not automatically
|
||||
moved — update those separately if needed.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="work-order-qr-codes" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-qr-code text-primary me-2"></i>Work Order QR Codes
|
||||
</h2>
|
||||
<p>
|
||||
Every printed job work order includes two tiers of QR codes — one for <strong>viewing</strong>
|
||||
the job and a separate set for <strong>acting</strong> on it. This gives shop workers everything
|
||||
they need from a printed sheet without touching the desktop app.
|
||||
All QR codes require a logged-in account.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-eye me-1"></i>Top QR — View Job</h3>
|
||||
<p>
|
||||
Located in the work order header, next to the job number. Scan it with your phone to open the
|
||||
full <strong>Job Details</strong> page — items, catalog product images, powder specs, coatings,
|
||||
prep services, and special instructions. Use it to verify you're working the right job or to
|
||||
see catalog item images on your phone without hunting through the app.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-arrow-right-circle me-1"></i>Bottom QR — Update Status</h3>
|
||||
<p>
|
||||
Scan to open a mobile-friendly status bump page for this job. Tap the button to advance to the
|
||||
next stage (or put the job on hold). The status change is recorded in history with your name —
|
||||
no anonymous bumps.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-box-seam me-1"></i>Bottom QR — Log Powder Usage</h3>
|
||||
<p>
|
||||
One QR per unique powder on the job. Scanning opens the inventory usage log page pre-filled
|
||||
with that powder and the job number, so you can record actual lbs used in seconds without
|
||||
navigating through the app.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lock flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Login required:</strong> All three QR codes require workers to be logged in to their
|
||||
account. Logging in once on their phone is enough for the session. Make sure every shop
|
||||
floor worker has an account set up before handing out printed work orders.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="blank-work-order" class="mb-5">
|
||||
<h2 class="h5 fw-semibold mb-3">Blank Work Order</h2>
|
||||
<p>
|
||||
The Blank Work Order feature lets you instantly print a pre-formatted paper work order to hand to a
|
||||
customer at drop-off — before a digital job record has been created. It uses your company logo,
|
||||
address, and customizable terms so it looks professional right out of the box.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to print a blank work order</h3>
|
||||
<ol>
|
||||
<li>Go to <strong>Jobs</strong> in the sidebar.</li>
|
||||
<li>Click the <strong><i class="bi bi-printer"></i> Blank Work Order</strong> button in the top-right toolbar (next to the Jobs Board button).</li>
|
||||
<li>A PDF opens in a new browser tab — print it or save it to PDF.</li>
|
||||
</ol>
|
||||
<p>You can also navigate directly to <a href="/WorkOrder/Blank">/WorkOrder/Blank</a> to open the PDF at any time.</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">What's on the work order</h3>
|
||||
<ul>
|
||||
<li>Your company logo and address in the header</li>
|
||||
<li>A <strong>Drop Off Date</strong> field opposite the "WORK ORDER" title</li>
|
||||
<li>Client Name, Client Phone, and Due Date fields</li>
|
||||
<li>12-row parts table with columns for Part Description, Color, and Quote</li>
|
||||
<li>A Notes box for special instructions</li>
|
||||
<li>Your customizable Terms & Conditions text</li>
|
||||
<li>A Customer Signature line with Date</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Customizing the work order</h3>
|
||||
<p>
|
||||
Go to <strong>Company Settings → PDF Templates → Work Order</strong> to customize:
|
||||
</p>
|
||||
<ul>
|
||||
<li><strong>Accent Color</strong> — the color used for table headers, the title bar, and section labels. Defaults to dark gray.</li>
|
||||
<li><strong>Terms & Conditions</strong> — up to 2,000 characters of text printed in italic below the notes box. Use this for your shop's standard policies, liability disclaimer, or payment terms.</li>
|
||||
</ul>
|
||||
<p>Click <strong>Save</strong> to apply changes, or <strong>Preview</strong> to open the PDF instantly without saving.</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Tip:</strong> Print a stack of blank work orders and keep them at your front counter. When a customer drops off parts, fill one out by hand and staple it to their receipt. Once you create the digital job, attach the signed copy as a photo for your records.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-a-job">Creating a Job</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#job-status">Job Status</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#job-priority">Job Priority</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#job-items">Job Items</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#converting-from-quote">Converting from a Quote</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-an-invoice">Creating an Invoice</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#photos-notes">Photos and Notes</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#time-and-rework">Time Entries and Rework</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#job-templates">Job Templates</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#shop-display-and-board">Shop Display & Priority Board</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#part-intake">Part Intake</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#shop-mobile">Shop Mobile</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#changing-customer">Changing the Customer</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#work-order-qr-codes">Work Order QR Codes</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#blank-work-order">Blank Work Order</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,215 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Purchase Orders";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Purchase Orders</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Purchase Orders (POs) are the formal documents you create when ordering supplies from vendors.
|
||||
Recording POs in the system lets you track exactly what you ordered, from whom, at what price,
|
||||
and whether the goods have arrived.
|
||||
</p>
|
||||
<p>
|
||||
The PO workflow is designed to eliminate double data entry. When you receive a PO, stock levels
|
||||
update automatically for any linked inventory items. When you are ready to pay, you can convert
|
||||
the received PO directly into a vendor bill in Accounts Payable — all the line items, quantities,
|
||||
and prices carry over without retyping.
|
||||
</p>
|
||||
<p>
|
||||
You can find Purchase Orders under <strong>Inventory › Purchase Orders</strong> in the
|
||||
left sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="creating-a-po" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Creating a Purchase Order
|
||||
</h2>
|
||||
<p>To create a new Purchase Order:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Inventory › Purchase Orders</strong> and click <strong>New PO</strong>.</li>
|
||||
<li class="mb-2">Select the <strong>Vendor</strong> you are ordering from. The vendor's contact information and default payment terms are pulled in automatically.</li>
|
||||
<li class="mb-2">Set the <strong>Order Date</strong> (defaults to today) and an optional <strong>Expected Delivery Date</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Add line items — click <strong>Add Line</strong> for each product you are ordering:
|
||||
<ul class="mt-1">
|
||||
<li>Start typing an item name in the search field to look up items from your inventory. If the item exists, select it to link the PO line directly to your stock record.</li>
|
||||
<li>If the item is not in your inventory yet (a new product), enter a description manually. You can create the inventory item later after receiving the goods.</li>
|
||||
<li>Enter the <strong>Quantity Ordered</strong> and <strong>Unit Price</strong> for each line.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Enter a <strong>Shipping Cost</strong> if the vendor charges for delivery. This is added to the PO total.</li>
|
||||
<li class="mb-2">Add any <strong>Notes for the Vendor</strong> — these appear on the printed PO document.</li>
|
||||
<li class="mb-2">Add any internal <strong>Notes</strong> for your own team (not shown to the vendor).</li>
|
||||
<li class="mb-2">Click <strong>Save PO</strong>. The PO is saved as a Draft.</li>
|
||||
</ol>
|
||||
<p>
|
||||
A PO number is generated automatically in a sequential format. You can reference this number
|
||||
when communicating with the vendor.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="submitting-a-po" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-send text-primary me-2"></i>Submitting a PO
|
||||
</h2>
|
||||
<p>
|
||||
When you are ready to place the order with the vendor, open the PO and click <strong>Submit</strong>.
|
||||
This changes the status from Draft to Submitted, recording that the order has been officially placed.
|
||||
</p>
|
||||
<p>
|
||||
Submitting is an internal tracking step in the system. The system does not automatically contact
|
||||
the vendor. To send the order to your vendor, use one of the following methods:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">Click <strong>Download PDF</strong> on the PO Details page to generate a print-ready document, then email or fax it to your vendor.</li>
|
||||
<li class="mb-1">Phone the vendor and use the PO number as the reference for your verbal order.</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
A Submitted PO is locked for editing. If you need to change quantities or pricing after
|
||||
submitting, cancel the PO and create a new one, or contact your vendor to confirm any
|
||||
changes by phone and update your records accordingly once the goods arrive.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="receiving-a-po" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-box-seam text-primary me-2"></i>Receiving a PO
|
||||
</h2>
|
||||
<p>
|
||||
When the ordered goods arrive, open the Submitted PO and click <strong>Receive</strong>.
|
||||
This records the receipt of goods and updates your inventory stock levels.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the submitted PO from <strong>Inventory › Purchase Orders</strong>.</li>
|
||||
<li class="mb-2">Click <strong>Receive</strong>.</li>
|
||||
<li class="mb-2">Review the received quantities. If all items have arrived as ordered, confirm and save. If only some items have arrived (a partial shipment), adjust the received quantities for each line accordingly.</li>
|
||||
<li class="mb-2">Click <strong>Confirm Receipt</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
For any PO lines that are linked to inventory items, the quantity on hand is increased
|
||||
automatically by the received amount. The PO status changes to <strong>Received</strong> if
|
||||
all items are fully received, or <strong>Partially Received</strong> if some are still
|
||||
outstanding. Partially received POs remain open until the remaining items arrive.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Always check the physical goods against the PO before confirming receipt. Receiving an
|
||||
incorrect quantity will update your stock levels immediately. If there is a discrepancy,
|
||||
contact the vendor first and adjust the received quantity to match what actually arrived.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="creating-a-bill" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-file-earmark-text text-primary me-2"></i>Creating a Bill from a PO
|
||||
</h2>
|
||||
<p>
|
||||
After a PO has been received, you can convert it into a vendor bill in Accounts Payable with
|
||||
one click — no need to re-enter any of the line item details.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the received PO and click <strong>Create Bill</strong>.</li>
|
||||
<li class="mb-2">
|
||||
The system creates a new vendor bill pre-filled with:
|
||||
<ul class="mt-1">
|
||||
<li>All PO line items, quantities, and unit prices</li>
|
||||
<li>The vendor's default expense account for each line (can be overridden)</li>
|
||||
<li>The vendor's payment terms and a calculated due date</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Review the bill — confirm the due date, check that expense accounts are correct, and add any notes.</li>
|
||||
<li class="mb-2">Click <strong>Save Bill</strong>. The bill is saved as a Draft in Accounts Payable.</li>
|
||||
<li class="mb-2">When you have verified the bill against the vendor's paper invoice, click <strong>Mark as Open</strong> to post it to your AP ledger. See the <a asp-controller="Help" asp-action="AccountsPayable">Accounts Payable help page</a> for details.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The PO and the bill remain linked in the system. From the bill you can navigate back to
|
||||
the originating PO, and from the PO you can see the bill status. This makes it easy to
|
||||
match vendor invoices to your purchase records during bookkeeping.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="po-statuses" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tag text-primary me-2"></i>PO Statuses
|
||||
</h2>
|
||||
<p>
|
||||
Purchase Orders move through the following statuses as they progress from planning to receipt.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:30%">Status</th>
|
||||
<th>What it means</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Draft</span></td>
|
||||
<td>The PO is being prepared. It has not been sent to the vendor and can be edited freely.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Submitted</span></td>
|
||||
<td>The order has been placed with the vendor. The PO is locked and is awaiting delivery.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Partially Received</span></td>
|
||||
<td>Some items from the order have arrived but others are still outstanding. The PO remains open.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Received</span></td>
|
||||
<td>All ordered items have been received and stock levels have been updated. Ready to create a bill.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Cancelled</span></td>
|
||||
<td>The order was cancelled before receipt. No stock changes are made. The PO is kept for record-keeping.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-a-po">Creating a Purchase Order</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#submitting-a-po">Submitting a PO</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#receiving-a-po">Receiving a PO</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-a-bill">Creating a Bill from a PO</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#po-statuses">PO Statuses</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,559 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Quotes";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Quotes</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Quotes let you provide customers and prospects with a formal price estimate before work begins.
|
||||
The quoting engine calculates material costs, labor, equipment time, overhead, and profit margin
|
||||
automatically based on the surface area and complexity you enter — no spreadsheet required.
|
||||
</p>
|
||||
<p>
|
||||
Quotes can be created for existing customers or for <strong>prospects</strong> — people or
|
||||
businesses who have not yet become customers. Prospect quotes let you capture all contact details
|
||||
and pricing in one place so nothing is lost while you are waiting for a decision. If the prospect
|
||||
accepts, you can convert them to a customer and the quote to a job in just a few clicks.
|
||||
</p>
|
||||
<p>
|
||||
You can find Quotes under <strong>Operations › Quotes</strong> in the left sidebar.
|
||||
The list is searchable by quote number or customer name, and filterable by status.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="creating-a-quote" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Creating a Quote
|
||||
</h2>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-0 mb-2"><i class="bi bi-lightning me-1 text-primary"></i>Quick Quote vs Full Quote</h3>
|
||||
<p>
|
||||
The quote form offers two modes, selectable via the <strong>Quick Quote / Full Quote</strong> toggle at the
|
||||
top of the page. Your selection is remembered automatically for next time.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Quick Quote</strong> — shows only the essentials: customer picker (or walk-in info) and
|
||||
the item wizard. Dates, notes, tags, oven settings, discounts, and photos are hidden. Use this for
|
||||
fast phone or counter estimates where you just need a price.</li>
|
||||
<li class="mb-1"><strong>Full Quote</strong> — shows the complete form with all fields. Use this for formal
|
||||
quotes where you want to capture notes, set an expiry date, apply a discount, or add photos.</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Switching to Quick Quote does not change how the quote saves — all pricing calculations and the item
|
||||
wizard work exactly the same. Hidden fields use their default values (no rush fee, no discount, company
|
||||
default tax rate).
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<p>To create a new quote:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Quotes</strong> and click <strong>New Quote</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Choose whether this quote is for an existing <strong>Customer</strong> or a <strong>Prospect</strong>:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Customer</strong> — select from your existing customer list. The customer's pricing tier discount is applied automatically.</li>
|
||||
<li><strong>Prospect</strong> — enter their first name, last name, company name (optional), email, and phone. These details are stored on the quote and can be used to create a customer record later.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Set the <strong>Quote Date</strong> (defaults to today) and the <strong>Expiry Date</strong> (defaults to the system's configured validity period).</li>
|
||||
<li class="mb-2">Add a <strong>Subject</strong> or description to identify the work being quoted.</li>
|
||||
<li class="mb-2">Add one or more <strong>Line Items</strong> — see the Quote Items section below for item types.</li>
|
||||
<li class="mb-2">Add any <strong>Notes</strong> for the customer (these appear on the printed quote).</li>
|
||||
<li class="mb-2">Add any internal <strong>Notes</strong> that are for your team only.</li>
|
||||
<li class="mb-2">Click <strong>Save Quote</strong>. The quote is saved as a Draft.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The system automatically generates a unique quote number in the format <code>QT-YYMM-####</code>
|
||||
(for example, <code>QT-2503-0015</code>).
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
You can save a quote as a Draft and come back to it later. Drafts are not visible to customers
|
||||
and do not count as sent until you explicitly click <strong>Send Quote</strong>.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="quote-items" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-list-check text-primary me-2"></i>Quote Items
|
||||
</h2>
|
||||
<p>
|
||||
Each line item on a quote describes a distinct piece or group of parts to be coated. Items are
|
||||
added using the item wizard, which walks you through selecting the type, entering details, and
|
||||
choosing coatings and prep services. The total price updates in real time as you enter information.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Item Types</h3>
|
||||
<div class="row g-3 mb-3">
|
||||
<div class="col-md-4">
|
||||
<div class="card border-primary border-opacity-25 h-100">
|
||||
<div class="card-header bg-primary bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-calculator me-1"></i> Calculated
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Enter the surface area in square feet, quantity, and complexity. The system calculates
|
||||
material cost, labor, and equipment time automatically. Choose one or more coatings
|
||||
and optional prep services (sandblasting, masking, cleaning). Best for standard
|
||||
powder coating work where you know the dimensions.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-secondary border-opacity-25 h-100">
|
||||
<div class="card-header bg-secondary bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-pencil me-1"></i> Custom Work
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Enter a free-text description and type a price manually. Use this for one-off work,
|
||||
repairs, or services that do not fit the standard surface-area calculation model.
|
||||
No automatic pricing calculation — you set the price directly.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="card border-success border-opacity-25 h-100">
|
||||
<div class="card-header bg-success bg-opacity-10 fw-semibold small">
|
||||
<i class="bi bi-camera me-1"></i> AI Photo Quote
|
||||
</div>
|
||||
<div class="card-body small">
|
||||
Upload photos of the parts and let the AI estimate the surface area and complexity.
|
||||
The AI analyses the images and returns a suggested surface area (sq ft), complexity
|
||||
rating, estimated minutes, and a confidence score. You can review and override any
|
||||
value before accepting the estimate. Up to two follow-up rounds of questions are
|
||||
supported.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Selecting a Product from Catalog</h3>
|
||||
<p>
|
||||
When you choose the <strong>Product from Catalog</strong> item type, the wizard shows a scrollable
|
||||
list of all your active catalog items with a search box at the top. Start typing any part of the
|
||||
item name, SKU, or category to filter the list instantly.
|
||||
</p>
|
||||
<p>
|
||||
If an image has been uploaded for a catalog item, a small thumbnail appears to the left of its
|
||||
name in the list. <strong>Hover over the thumbnail</strong> to see a larger preview near your
|
||||
cursor — useful for quickly confirming you have the right part without opening the full item record.
|
||||
</p>
|
||||
<p>
|
||||
Images are managed on the <a href="/CatalogItems">Catalog Items</a> page — open any item, click
|
||||
<strong>Edit</strong>, and use the <strong>Item Image</strong> section to upload a photo
|
||||
(jpg, jpeg, png, gif, or webp; max 10 MB). A 200×200 thumbnail is generated automatically.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Coatings and Prep Services</h3>
|
||||
<p>
|
||||
For Calculated and AI Photo items, after entering the surface area you proceed to the coatings
|
||||
step. Select one or more powder coatings from your inventory. The wizard shows how much powder
|
||||
will be needed per coat based on the coverage rate and your surface area. You then choose any
|
||||
prep services — sandblasting, masking, and/or cleaning — that will be performed before coating.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Save to Product Catalog</h3>
|
||||
<p>
|
||||
After completing the prep services step, Calculated and AI Photo items display one final step:
|
||||
<strong>Save to Product Catalog?</strong> This lets you add the item directly to your catalog
|
||||
so it can be reused on future quotes and jobs without re-entering all the details.
|
||||
</p>
|
||||
<ul>
|
||||
<li>The item <strong>Name</strong> is pre-filled from your description (or the AI-generated description for AI Photo items).</li>
|
||||
<li>The <strong>Default Price</strong> is pre-filled with the accepted price for AI Photo items. For Calculated items, enter a fixed catalog price (the system-calculated price varies by dimensions, so a flat catalog price is set by you).</li>
|
||||
<li>Choose a <strong>Category</strong> from your existing catalog categories.</li>
|
||||
<li>Optionally add or edit a <strong>Description</strong> and flag whether the item typically requires sandblasting or masking.</li>
|
||||
<li>Click <strong>Save to Catalog & Add</strong> to save the item to the catalog and add it to the quote simultaneously.</li>
|
||||
<li>Click <strong>Skip — Add to Quote Only</strong> to add the item to this quote without saving it to the catalog.</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Catalog item prices are final.</strong> When a catalog item is added to a quote or job,
|
||||
the price you entered is used exactly as-is — no markup, no prep service charges, and no
|
||||
complexity adjustments are added on top. Make sure the price you save already includes your
|
||||
labor, materials, and margin.
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-bookmark-star-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The catalog save happens <strong>immediately</strong> — the item is added to your catalog even
|
||||
if you later abandon the quote. This is intentional: once you take the time to describe and
|
||||
price a part, it's worth keeping for next time. Manage saved items at
|
||||
<a href="/CatalogItems">Catalog Items</a>.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mt-3 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The live pricing calculator at the bottom of the quote form updates the subtotal, discounts,
|
||||
tax, and grand total every time you add or change a line item. There is no need to manually
|
||||
recalculate — the total shown when you save is the total the customer will see.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="quote-statuses" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tag text-primary me-2"></i>Quote Statuses
|
||||
</h2>
|
||||
<p>
|
||||
Quotes move through a series of statuses that reflect where they are in the approval process.
|
||||
Each status is shown as a color-coded badge on the quote list and details page.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:30%">Status</th>
|
||||
<th>What it means</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Draft</span></td>
|
||||
<td>The quote is being prepared. It has not been sent to the customer and can be edited freely.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Sent</span></td>
|
||||
<td>The quote has been delivered to the customer and is awaiting their response.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Approved</span></td>
|
||||
<td>The customer has accepted the quote and authorised the work. Ready to convert to a job.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Rejected</span></td>
|
||||
<td>The customer has declined the quote. Useful to track win/loss rates over time.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Expired</span></td>
|
||||
<td>The quote's validity period has passed without a customer decision. Pricing may need to be revised before resubmitting.</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Converted</span></td>
|
||||
<td>The quote was approved and converted into a job. The quote is now linked to the resulting job record.</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="sending-a-quote" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-send text-primary me-2"></i>Sending a Quote
|
||||
</h2>
|
||||
<p>
|
||||
Once a quote is saved as a Draft and you are happy with the pricing and details, you can send it
|
||||
to the customer via email or SMS, or both.
|
||||
</p>
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Send via Email</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the quote from the Quotes list and go to its Details page.</li>
|
||||
<li class="mb-2">Click <strong>Send Quote via Email</strong>. The status changes from Draft to Sent and a PDF is emailed to the customer with an approval link.</li>
|
||||
<li class="mb-2">If email notifications are configured for your company, the customer will automatically receive an email with the quote details.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-bell-slash flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Customer notifications off:</strong> If a customer has email notifications turned off, the
|
||||
<strong>Send quote via email</strong> checkbox on the Create page is automatically disabled and marked
|
||||
with a <em>Notifications off</em> badge. The Send button on the Details page is also disabled.
|
||||
To re-enable emails for this customer, open their record and turn on <strong>Notify by Email</strong>
|
||||
under their contact settings.
|
||||
</div>
|
||||
</div>
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Send via SMS</h3>
|
||||
<p>
|
||||
Click <strong>Send Quote via SMS</strong> on the Details page to text the customer a short message
|
||||
containing their quote total and a link to the self-service approval portal. The customer can open the
|
||||
link on their phone and approve or decline without logging in.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">The customer must have <strong>SMS Opt-In</strong> enabled and a <strong>Mobile Phone</strong> number on their record.</li>
|
||||
<li class="mb-1">If you already sent the quote via email, the same approval link is reused — both the email link and SMS link remain valid simultaneously.</li>
|
||||
<li class="mb-1">For prospect quotes, the SMS goes to the <strong>Prospect Phone</strong> field on the quote.</li>
|
||||
</ul>
|
||||
<p>
|
||||
You can also manually mark a quote as <strong>Approved</strong> or <strong>Rejected</strong> when
|
||||
you hear back from the customer verbally or by phone, without going through a formal email or SMS send.
|
||||
Use the status buttons on the quote Details page to do this.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
You can download a PDF of any quote to print or send via your own email client. Click the
|
||||
<strong>Download PDF</strong> button on the quote Details page.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="converting-to-job" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-arrow-right-circle text-primary me-2"></i>Converting to a Job
|
||||
</h2>
|
||||
<p>
|
||||
When a quote is in the <strong>Approved</strong> status, you can convert it to a job in one click.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the approved quote and go to its Details page.</li>
|
||||
<li class="mb-2">Click <strong>Convert to Job</strong>.</li>
|
||||
<li class="mb-2">
|
||||
A new job is created automatically, pre-filled with:
|
||||
<ul class="mt-1">
|
||||
<li>All line items from the quote (surface areas, quantities, coatings, prep services)</li>
|
||||
<li>The final pricing calculated on the quote</li>
|
||||
<li>The customer the quote was linked to</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Set the job's scheduled date, priority, and assigned worker, then save.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The quote status changes to <strong>Converted</strong> and a link to the new job appears on the
|
||||
quote Details page. The job record also shows which quote it originated from.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="prospect-conversion" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-check text-primary me-2"></i>Converting a Prospect to a Customer
|
||||
</h2>
|
||||
<p>
|
||||
If a quote was created for a prospect (not yet in your customer list) and they decide to go ahead,
|
||||
you can convert the prospect to a full customer record before converting the quote to a job.
|
||||
</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the approved prospect quote.</li>
|
||||
<li class="mb-2">Click <strong>Convert Prospect to Customer</strong>.</li>
|
||||
<li class="mb-2">
|
||||
The system opens a pre-filled customer creation form using the prospect's details from the
|
||||
quote (name, company, email, phone). Review and complete any missing fields such as address,
|
||||
customer type, or pricing tier.
|
||||
</li>
|
||||
<li class="mb-2">Save the new customer record.</li>
|
||||
<li class="mb-2">The quote is now linked to the new customer. You can then click <strong>Convert to Job</strong> as normal.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Only <strong>Approved</strong> prospect quotes show the Convert Prospect to Customer button.
|
||||
If the quote is still in Draft or Sent status, approve it first before converting.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="customer-approval-portal" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-check text-primary me-2"></i>Customer Approval Portal
|
||||
</h2>
|
||||
<p>
|
||||
When you send a quote by email, the customer receives a link to a self-service approval portal
|
||||
at <strong>/QuoteApproval</strong>. No login is required — the link is unique to that quote.
|
||||
</p>
|
||||
<p>From the approval portal the customer can:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">View the full quote with pricing breakdown.</li>
|
||||
<li class="mb-1">Click <strong>Approve</strong> to accept the quote (status changes to Approved automatically).</li>
|
||||
<li class="mb-1">Click <strong>Reject</strong> with an optional reason.</li>
|
||||
<li class="mb-1">Pay a deposit online (if Stripe Connect is configured).</li>
|
||||
</ul>
|
||||
<p>
|
||||
When a customer approves or rejects via the portal, you receive a notification and the quote
|
||||
status updates in real time. You can then convert an approved quote to a job without needing
|
||||
to contact the customer.
|
||||
</p>
|
||||
<p>
|
||||
Approval links expire after the number of days configured in
|
||||
<strong>Settings › App Settings › Quote Approval Token Days</strong> (default: 30 days).
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="deposits" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-piggy-bank text-primary me-2"></i>Deposits on Quotes
|
||||
</h2>
|
||||
<p>
|
||||
You can record a deposit against an approved quote from the Quote Details page using the
|
||||
<strong>Record Deposit</strong> button in the Deposits card. This is useful when a customer
|
||||
pays a deposit before you start work and before a job or invoice has been created.
|
||||
</p>
|
||||
<p>
|
||||
Deposits recorded on a quote carry over to the linked job automatically when you convert
|
||||
the quote. They are then applied as payments when an invoice is created from that job.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="ai-quick-quote" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-lightning-fill text-primary me-2"></i>AI Quick Quote
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>AI Quick Quote</strong> widget lets you get an instant rough estimate from a verbal
|
||||
description — perfect for phone calls and walk-in customers when you don't have time to open the
|
||||
full quoting wizard. Look for the dark-blue floating button in the bottom-right corner of any page,
|
||||
just above the AI Help button.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to use it</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Click the <strong>AI Quick Quote</strong> floating button (bottom-right, dark blue with a lightning bolt icon).</li>
|
||||
<li class="mb-2">
|
||||
Type a description of the work — for example:<br>
|
||||
<em>"4 motorcycle wheels in Alien Silver with a black base coat, need sandblasting"</em>
|
||||
</li>
|
||||
<li class="mb-2">Set the <strong>Quantity</strong> and <strong>Number of Coats</strong>.</li>
|
||||
<li class="mb-2">Click <strong>Get Estimate</strong>. The AI analyses your description and returns a price estimate, estimated minutes, surface area, complexity rating, and a confidence score in just a few seconds.</li>
|
||||
<li class="mb-2">
|
||||
The panel also shows <strong>powder stock status</strong> for any color names detected in your description — a green check means you have it in stock, red means you don't, and a grey question mark means the system couldn't match it.
|
||||
</li>
|
||||
<li class="mb-2">If the estimate looks right, enter an optional <strong>Customer Reference</strong> (e.g., the caller's name) and click <strong>Save as Draft Quote</strong>. You land directly on the new quote's Details page where you can adjust anything and assign the real customer.</li>
|
||||
</ol>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Quick quotes are saved under a <strong>"Walk-In / Phone"</strong> customer so nothing blocks you from saving immediately. Once you have the customer's information, reassign the quote using the Customer dropdown on the Quote Details page — see <em>Changing the Customer</em> below.
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The Quick Quote gives a rough estimate only — it uses your shop's operating costs and the AI's
|
||||
interpretation of your description. For formal quotes that will be sent to a customer, always
|
||||
open the quote and verify the details using the full item wizard before sending.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="changing-customer" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-gear text-primary me-2"></i>Changing the Customer
|
||||
</h2>
|
||||
<p>
|
||||
The customer on a quote can be changed at any time from the Quote Details page — no need to
|
||||
delete and re-create the quote. This is particularly useful when:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">A quote was saved under the <em>Walk-In / Phone</em> placeholder and the real customer record is created later.</li>
|
||||
<li class="mb-1">A quote was accidentally assigned to the wrong customer.</li>
|
||||
<li class="mb-1">A prospect quote needs to be reassigned after the prospect becomes a customer.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How to change the customer</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the quote from <strong>Operations › Quotes</strong> and go to its Details page.</li>
|
||||
<li class="mb-2">Find the <strong>Customer</strong> field in the quote header — it appears as a dropdown showing the current customer.</li>
|
||||
<li class="mb-2">Select a different customer from the dropdown.</li>
|
||||
<li class="mb-2">A confirmation banner appears: <em>"Change customer to [Name]?"</em> — click <strong>Save</strong> to confirm or <strong>Cancel</strong> to revert to the original.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The customer can also be changed on the <strong>Edit Quote</strong> page using the Customer
|
||||
dropdown there. If the quote was originally for a prospect, switching to a customer record
|
||||
automatically clears the prospect fields.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="pricing-breakdown" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-bar-chart text-primary me-2"></i>Understanding the Pricing Breakdown
|
||||
</h2>
|
||||
<p>
|
||||
On the Quote Details page, a full pricing breakdown section shows exactly how the grand total was
|
||||
calculated. This transparency is useful when explaining pricing to customers and when reviewing
|
||||
whether your rates are covering costs. The breakdown includes:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Material Costs</strong> — powder and consumables cost based on surface area and the configured cost-per-sq-ft rate.</li>
|
||||
<li class="mb-1"><strong>Shop Supplies</strong> — a small percentage of material and labor costs covering miscellaneous shop consumables (tape, abrasives, etc.).</li>
|
||||
<li class="mb-1"><strong>Labor Costs</strong> — base labor calculated from estimated job minutes. Sandblasting prep is charged at 1.5× the standard labor rate; masking at 0.5×. Additional coats beyond the first are charged at the configured additional coat labor percentage.</li>
|
||||
<li class="mb-1"><strong>Equipment Costs</strong> — hourly rates for the curing oven, sandblaster, and coating booth, applied for the estimated time each piece of equipment is in use.</li>
|
||||
<li class="mb-1"><strong>Complexity Adjustment</strong> — a percentage added based on the item's complexity rating (Simple, Moderate, Complex, or Extreme). Simple items have no adjustment; Extreme items can add 25% or more.</li>
|
||||
<li class="mb-1"><strong>General Markup</strong> — your configured profit percentage applied to the cost subtotal. The exact formula depends on the <em>Pricing Mode</em> set in Company Settings: <em>Markup on Materials</em> adds the percentage on top of costs; <em>Target Margin on Total Cost</em> back-calculates price from a gross-margin target.</li>
|
||||
<li class="mb-1"><strong>Rush Charge</strong> — applied automatically to jobs with Rush or Urgent priority, either as a percentage or a fixed amount depending on your settings.</li>
|
||||
<li class="mb-1"><strong>Pricing Tier Discount</strong> — if the customer has a pricing tier assigned (e.g., Preferred Shop — 10% off), the discount is shown as a line item reduction. See <em>Hide Discount from Customer</em> below to control whether this line appears on the customer-facing PDF.</li>
|
||||
<li class="mb-1"><strong>Tax</strong> — the configured tax rate applied to the final subtotal. Zero for tax-exempt customers.</li>
|
||||
<li class="mb-1"><strong>Grand Total</strong> — the amount the customer will be invoiced.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Per-Item Cost Breakdown</h3>
|
||||
<p>
|
||||
Each line item on the Quote Details page can be expanded to show a cost breakdown for that
|
||||
individual item — click the row to open it. The per-item breakdown shows how material, labor,
|
||||
equipment, complexity, and markup were calculated for that specific piece. This is useful for
|
||||
spotting underpriced items or understanding where costs are concentrated across a multi-item quote.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-4 mb-2">Hide Discount from Customer</h3>
|
||||
<p>
|
||||
When creating or editing a quote, you can check <strong>Hide Discount from Customer</strong>.
|
||||
When this option is enabled:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">The pricing tier discount line is <strong>not shown</strong> on the customer-facing quote PDF or on the online approval portal.</li>
|
||||
<li class="mb-1">The discount is <strong>still applied</strong> to the total — the customer pays the discounted price, they just don’t see the discount as a separate line item.</li>
|
||||
<li class="mb-1">The full breakdown (including the discount) remains visible to your staff on the internal Quote Details page.</li>
|
||||
</ul>
|
||||
<p>
|
||||
Use this when you want to honor a negotiated rate or volume discount without advertising
|
||||
your tier structure to the customer.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
All rates used in the breakdown — labor, equipment, markup, shop supplies, complexity multipliers,
|
||||
rush charge, and tax — are configured in <strong>Settings › Company Settings › Operating Costs</strong>.
|
||||
See the <a asp-controller="Help" asp-action="Settings">Settings help page</a> for details on Pricing Mode and all rate settings.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#creating-a-quote">Creating a Quote</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#quote-items">Quote Items</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#quote-statuses">Quote Statuses</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#sending-a-quote">Sending a Quote</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#converting-to-job">Converting to a Job</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#prospect-conversion">Converting a Prospect</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#customer-approval-portal">Approval Portal</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deposits">Deposits</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#ai-quick-quote">AI Quick Quote</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#changing-customer">Changing the Customer</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#pricing-breakdown">Pricing Breakdown</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,366 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Reports";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Reports</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
The Reports section gives you financial summaries, operational insights, and AI-powered analysis
|
||||
of your business. Reports are organized on the landing page by category — Financial, Operations,
|
||||
and AI-Powered. Most reports are read-only views of live data and support PDF export.
|
||||
</p>
|
||||
<p>
|
||||
You can find Reports under <strong>Reports</strong> in the left sidebar, which opens the
|
||||
<strong>Reports Landing</strong> page at <strong>/Reports/Landing</strong>.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Reports are read-only. To correct underlying data, navigate to the relevant module
|
||||
(Jobs, Invoices, Inventory, etc.) and edit the record there.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="financial-reports" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-currency-dollar text-primary me-2"></i>Financial Reports
|
||||
</h2>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">KPI Dashboard</h3>
|
||||
<p>
|
||||
A high-level scorecard showing your most important metrics at a glance — open jobs, pending
|
||||
quotes, outstanding invoices, and recent revenue. Good for a quick daily check-in.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Full Analytics</h3>
|
||||
<p>
|
||||
Detailed charts and KPI cards for the selected date range:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Total Invoiced</strong> — total value of all invoices created in the period.</li>
|
||||
<li class="mb-1"><strong>Total Collected</strong> — total payments actually received.</li>
|
||||
<li class="mb-1"><strong>Outstanding AR</strong> — current total of all unpaid invoices (always reflects today's balance, not filtered by date).</li>
|
||||
<li class="mb-1"><strong>Overdue Balance</strong> — portion of AR where the due date has passed.</li>
|
||||
<li class="mb-1"><strong>Monthly Invoiced vs. Collected chart</strong> — side-by-side bar chart by month; shows if collections are lagging behind invoicing.</li>
|
||||
</ul>
|
||||
<p>
|
||||
The <strong>AI Financial Summary</strong> button in this view generates a plain-English narrative
|
||||
of your financial performance using AI — useful for a quick briefing before a meeting. See the
|
||||
<a href="#ai-reports">AI-Powered Reports</a> section below.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Profit & Loss</h3>
|
||||
<p>
|
||||
Revenue vs. expenses over a selected period. Shows gross revenue from invoices and a breakdown
|
||||
of expenses by account category. Supports PDF export for your accountant.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Balance Sheet</h3>
|
||||
<p>
|
||||
A snapshot of assets, liabilities, and equity as of a specific date. Assets include your
|
||||
Accounts Receivable balance; liabilities include your Accounts Payable balance.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">AR Aging</h3>
|
||||
<p>
|
||||
Breaks down all outstanding invoices by how long they have been overdue:
|
||||
<strong>Current</strong> (not yet due), <strong>1–30 days</strong>,
|
||||
<strong>31–60 days</strong>, <strong>61–90 days</strong>, and <strong>90+ days</strong>.
|
||||
Focus collection efforts on the 61–90 and 90+ columns first.
|
||||
</p>
|
||||
<p>
|
||||
The AR Aging page also has an <strong>AI AR Follow-Up</strong> button that drafts a
|
||||
collection email for any overdue invoice — the tone automatically scales with how overdue
|
||||
the invoice is (gentle reminder at 7 days, firmer at 30+).
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Sales & Income</h3>
|
||||
<p>
|
||||
Revenue trends broken down by period (monthly or quarterly). Use this to spot seasonal
|
||||
patterns in your job volume and revenue.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Sales Tax Report</h3>
|
||||
<p>
|
||||
An invoice-basis Sales Tax Liability report — shows what you collected in tax during the
|
||||
period and breaks it down so you can file accurately. Key figures:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Total Tax Billed</strong> — sum of all tax charged on invoices in the period.</li>
|
||||
<li class="mb-1"><strong>Taxable Sales</strong> — subtotals of invoices where tax was charged.</li>
|
||||
<li class="mb-1"><strong>Non-Taxable Sales</strong> — subtotals of tax-exempt invoices (e.g. tax-exempt customers).</li>
|
||||
<li class="mb-1"><strong>Effective Tax Rate</strong> — overall average rate across all taxable invoices.</li>
|
||||
<li class="mb-1"><strong>By Tax Account</strong> — breakdown by GL account (useful if you have multiple tax jurisdictions or rates).</li>
|
||||
<li class="mb-1"><strong>By Month</strong> — month-by-month chart and table of taxable sales and tax billed.</li>
|
||||
<li class="mb-1"><strong>Invoice Detail</strong> — every invoice in the period with its tax %, tax amount, and tax account. Non-taxable invoices appear shaded grey so they are easy to distinguish.</li>
|
||||
</ul>
|
||||
<p>
|
||||
This report supports both <strong>PDF export</strong> and <strong>CSV export</strong>.
|
||||
The CSV is formatted for handing to your accountant or importing into tax-filing software —
|
||||
one row per invoice with all relevant columns. Use the quick preset buttons (This Month,
|
||||
Last Month, YTD, Last Year) to jump to common filing periods without manually entering dates.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Invoice basis vs. cash basis:</strong> The Sales Tax Report counts tax when an
|
||||
invoice is created, not when it is paid. If your jurisdiction requires cash-basis reporting,
|
||||
cross-reference payments using the <strong>Sales & Income</strong> report.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Revenue Trends</h3>
|
||||
<p>
|
||||
A charting view of monthly and quarterly revenue over time. Useful for year-over-year
|
||||
comparisons and trend spotting.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Top Outstanding Customers</h3>
|
||||
<p>
|
||||
Ranked list of customers with the highest current outstanding balances. Use this to quickly
|
||||
identify who to call when you need to improve cash flow.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="operations-reports" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-briefcase text-primary me-2"></i>Operations Reports
|
||||
</h2>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Operations Report</h3>
|
||||
<p>
|
||||
A comprehensive view of job throughput, status distribution, and workload for the selected
|
||||
period. Key metrics include:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Job counts by status</strong> — how many jobs are in each stage. A high count in one status can indicate a bottleneck.</li>
|
||||
<li class="mb-1"><strong>Open, Completed, On Hold, and Overdue counts</strong> — KPI cards for the overall health of your job queue.</li>
|
||||
<li class="mb-1"><strong>Job counts by priority</strong> — how many jobs are at each level (Low/Normal/High/Urgent/Rush).</li>
|
||||
<li class="mb-1"><strong>Average completion time</strong> — average days from job creation to Completed status. Use as a baseline for quoting lead times.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Customer Overview</h3>
|
||||
<p>
|
||||
Top customers by revenue, job count, and outstanding balance. Helps you understand which
|
||||
customers drive the most business and which have the largest open accounts.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Job Cycle Time Report</h3>
|
||||
<p>
|
||||
Shows how long jobs spend in each status on average. Use this to identify where jobs tend
|
||||
to slow down — for example, if jobs spend an unusually long time in Sandblasting, that
|
||||
stage may need more capacity.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Powder Usage Report</h3>
|
||||
<p>
|
||||
Tracks powder consumption by inventory item and by job. Useful for verifying that actual
|
||||
powder usage matches estimates, identifying waste, and planning purchasing.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Inventory Snapshot</h3>
|
||||
<p>Key inventory metrics including:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Total inventory value</strong> — on-hand quantity × unit cost for all items.</li>
|
||||
<li class="mb-1"><strong>Items below reorder point</strong> — items currently flagged as low stock.</li>
|
||||
<li class="mb-1"><strong>Recent transaction summary</strong> — log of recent stock movements.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Equipment & Maintenance Report</h3>
|
||||
<p>Equipment health overview for maintenance supervisors:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Equipment status distribution</strong> — how many machines are Operational, Needs Maintenance, Under Maintenance, etc.</li>
|
||||
<li class="mb-1"><strong>Upcoming maintenance tasks</strong> — scheduled tasks due soon.</li>
|
||||
<li class="mb-1"><strong>Overdue maintenance tasks</strong> — tasks past their scheduled date that are not yet complete.</li>
|
||||
</ul>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Most reports support a date range filter. Set a <strong>From</strong> and <strong>To</strong>
|
||||
date and click <strong>Apply</strong> to narrow the data to that period. Useful date ranges:
|
||||
this month (1st to today), last month, year to date (Jan 1 to today), or full prior year.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="ai-reports" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-robot text-primary me-2"></i>AI-Powered Reports
|
||||
</h2>
|
||||
<p>
|
||||
Several reports use AI to analyze your data and return insights in plain
|
||||
English. These are found either on the Reports landing page or as buttons within other reports.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">AI Financial Summary</h3>
|
||||
<p>
|
||||
Generates a plain-English narrative of your financial performance — revenue trends, collection
|
||||
rate, outstanding AR, and notable patterns. Accessible from the <strong>Full Analytics</strong>
|
||||
view via the "Generate AI Summary" button. Useful for summarizing performance before a meeting
|
||||
or for stakeholders who prefer prose over tables.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Cash Flow Forecast</h3>
|
||||
<p>
|
||||
Projects your cash position over the next 30, 60, and 90 days based on:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">Open accounts receivable (invoices expected to be paid)</li>
|
||||
<li class="mb-1">Open accounts payable (bills coming due)</li>
|
||||
<li class="mb-1">Active job pipeline (potential future revenue)</li>
|
||||
</ul>
|
||||
<p>
|
||||
The forecast includes an <strong>outlook badge</strong> — Strong, Moderate, Tight, or
|
||||
Concerning — based on the projected net cash position at each interval.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Anomaly Detection</h3>
|
||||
<p>
|
||||
Scans the last 90 days of bills for unusual patterns and flags them for review:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Duplicate bills</strong> — same vendor, similar amount, close dates.</li>
|
||||
<li class="mb-1"><strong>Amount spikes</strong> — a vendor bill significantly higher than their usual amounts.</li>
|
||||
<li class="mb-1"><strong>Unusual vendors</strong> — vendors you have not used before or rarely use.</li>
|
||||
<li class="mb-1"><strong>Account overruns</strong> — expense accounts with spending well above their typical level.</li>
|
||||
</ul>
|
||||
<p>Flags are sorted by severity. Review and dismiss any that are expected or already explained.</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">AI AR Follow-Up Emails</h3>
|
||||
<p>
|
||||
Drafts a collection email for overdue invoices directly from the <strong>AR Aging</strong> report.
|
||||
Click the envelope icon next to any overdue invoice to generate a draft. The tone scales with
|
||||
how many days overdue the invoice is — a gentle nudge at 7 days, a firmer reminder at 30+.
|
||||
You can edit the draft before sending.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">AI Payment Risk Prediction</h3>
|
||||
<p>
|
||||
Available inside the <strong>AR Aging</strong> report (<a asp-controller="Reports" asp-action="ArAging">/Reports/ArAging</a>).
|
||||
Click <strong>"Predict Payment Risk"</strong> at the bottom of the page to have Claude analyze
|
||||
each open AR customer and assign a risk level:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>High</strong> — customer has a history of late payment and is already overdue; prioritize a phone call today.</li>
|
||||
<li class="mb-1"><strong>Medium</strong> — overdue but reasonable history, or current but spotty past performance.</li>
|
||||
<li class="mb-1"><strong>Low</strong> — typically pays on time; no immediate follow-up needed.</li>
|
||||
</ul>
|
||||
<p>
|
||||
Each prediction includes an estimated number of additional days to collection and a one-sentence
|
||||
explanation of the scoring. Use this to triage your collection calls — start with High-risk
|
||||
customers first.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Ask Your Financials (Natural Language Queries)</h3>
|
||||
<p>
|
||||
A conversational AI tool at <a asp-controller="Reports" asp-action="FinancialQuery">/Reports/FinancialQuery</a>
|
||||
that lets you ask plain-English questions about your business finances and get direct answers
|
||||
grounded in your actual data. Example questions:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">"What was our revenue this year?"</li>
|
||||
<li class="mb-1">"What are our biggest expenses?"</li>
|
||||
<li class="mb-1">"Which month had the highest revenue?"</li>
|
||||
<li class="mb-1">"How much do customers owe us?"</li>
|
||||
</ul>
|
||||
<p>
|
||||
Each answer includes <strong>supporting facts</strong> pulled directly from your data so you can
|
||||
verify the figures, and a <strong>follow-up suggestion</strong> for what to ask next. Claude
|
||||
will not invent numbers — if the data is not available in the snapshot, it says so. The page
|
||||
also shows clickable example chips and remembers your last 5 questions during the session.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Bank Rec AI Auto-Match</h3>
|
||||
<p>
|
||||
Inside <strong>Bank Reconciliation</strong> (<a asp-controller="BankReconciliations" asp-action="Index">/BankReconciliations</a>),
|
||||
the <strong>Reconcile</strong> working view includes an <strong>AI Auto-Match</strong> panel.
|
||||
Click <strong>"Suggest Matches"</strong> and Claude analyzes all uncleared transactions against
|
||||
your statement ending balance, then suggests which items to mark as cleared — sorted by
|
||||
confidence score with a one-sentence reason for each.
|
||||
</p>
|
||||
<p>
|
||||
Click <strong>"Apply All Suggestions"</strong> to accept them in bulk; the checkboxes are marked
|
||||
and persisted automatically. Review the highlighted rows (shown in blue) before applying if you
|
||||
want to verify each one individually. Auto-match does not complete the reconciliation — you
|
||||
still click "Complete Reconciliation" yourself once the difference reaches $0.00.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Powder Insights</h3>
|
||||
<p>
|
||||
An AI-powered analysis of your powder usage patterns, efficiency, and cost optimization,
|
||||
accessible at <strong>/PowderInsights</strong> from the Equipment section of the sidebar.
|
||||
Requires at least 10 jobs with powder data; predictive cost-optimization features unlock
|
||||
at 150 jobs.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
AI reports require the Anthropic API key to be configured. If you see a "not configured"
|
||||
message, contact your system administrator to set up the key under
|
||||
<strong>Settings › Company Settings</strong>.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="pdf-export" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-file-earmark-pdf text-primary me-2"></i>PDF & CSV Export
|
||||
</h2>
|
||||
<p>
|
||||
Most financial reports (P&L, Balance Sheet, AR Aging, Sales & Income, and others)
|
||||
include a <strong>Download PDF</strong> button. Use this to generate a print-ready version
|
||||
for your accountant, a business review, or your own records.
|
||||
</p>
|
||||
<p>
|
||||
The <strong>Sales Tax Report</strong> also includes an <strong>Export CSV</strong> button.
|
||||
The CSV file contains one row per invoice and is formatted so it can be opened directly in
|
||||
Excel or imported into most tax-filing and accounting packages. Column headers match standard
|
||||
tax report terminology: Invoice #, Customer, Date, Status, Subtotal, Tax %, Tax Amount,
|
||||
Total, Amount Paid, Balance Due, Tax Account.
|
||||
</p>
|
||||
<p>
|
||||
All PDF and CSV exports respect the same date range you have selected in the report — what
|
||||
you see on screen is exactly what gets exported.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#financial-reports">Financial Reports</a>
|
||||
<a class="nav-link py-1 px-3 small text-body ps-4" href="#financial-reports" style="font-size:.75rem">Sales Tax Report</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#operations-reports">Operations Reports</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#ai-reports">AI-Powered Reports</a>
|
||||
<a class="nav-link py-1 px-3 small text-body ps-4" href="#ai-reports" style="font-size:.75rem">Payment Risk Prediction</a>
|
||||
<a class="nav-link py-1 px-3 small text-body ps-4" href="#ai-reports" style="font-size:.75rem">Ask Your Financials</a>
|
||||
<a class="nav-link py-1 px-3 small text-body ps-4" href="#ai-reports" style="font-size:.75rem">Bank Rec Auto-Match</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#pdf-export">PDF & CSV Export</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,720 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Settings";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Settings</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
The Settings section is where Administrators and Managers configure how the system behaves for
|
||||
your company. Settings control everything from the company name that appears on your printed
|
||||
documents to the pricing rates used in every quote the system generates.
|
||||
</p>
|
||||
<p>
|
||||
Changes in Settings take effect immediately and apply to all users in your company. Because
|
||||
changes are company-wide, only users with the <strong>Administrator</strong> or
|
||||
<strong>Manager</strong> role can access the Settings section. Users with lower permission
|
||||
levels will not see the Settings link in the navigation.
|
||||
</p>
|
||||
<p>
|
||||
You can find Settings under <strong>Settings</strong> in the left sidebar.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Take care when changing pricing rates (labor, equipment, overhead, margins) in Settings.
|
||||
Existing quotes and invoices are not retroactively recalculated — only new quotes created
|
||||
after the change will use the updated rates. If you need to reprice an existing quote,
|
||||
open it and recalculate manually.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="company-information" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-building text-primary me-2"></i>Company Information
|
||||
</h2>
|
||||
<p>
|
||||
Set your company's basic contact information. This data appears on all customer-facing documents
|
||||
— quotes, invoices, and PDFs — so it is important to keep it accurate and professional.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Company Name</strong> — appears in the page header and on all printed documents.</li>
|
||||
<li class="mb-1"><strong>Address</strong> — your shop's street address, city, state, and ZIP code. Printed on quotes and invoices.</li>
|
||||
<li class="mb-1"><strong>Phone</strong> — your main business phone number.</li>
|
||||
<li class="mb-1"><strong>Email</strong> — your business email address. Used as the reply-to address for notifications sent to customers.</li>
|
||||
<li class="mb-1"><strong>Website</strong> — optional. Shown on printed documents if entered.</li>
|
||||
<li class="mb-1"><strong>Company Logo</strong> — upload a logo image (PNG or JPG recommended). The logo appears in the top-left corner of the sidebar and at the top of all printed quotes, invoices, and PDFs.</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
For the best appearance on printed documents, use a logo image with a transparent background
|
||||
(PNG format) and a minimum width of 300 pixels. Very small or low-resolution logos may
|
||||
appear blurry on PDF printouts.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="pricing-configuration" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-sliders text-primary me-2"></i>Pricing Configuration
|
||||
</h2>
|
||||
<p>
|
||||
Pricing Configuration defines the rates used by the quoting engine to automatically calculate
|
||||
the cost of every quote. You can find these settings under <strong>Settings › Company Settings › Operating Costs</strong>.
|
||||
These are your shop's default rates — individual quotes reflect these settings at the time they are created.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Labor</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Standard Labor Rate ($/hr)</strong> — the hourly labor cost applied to all coating work. Sandblasting prep is calculated at 1.5× this rate; masking at 0.5× — these multipliers are built into the pricing engine and are not separately configurable.</li>
|
||||
<li class="mb-1"><strong>Additional Coat Labor (%)</strong> — the percentage of the base labor cost charged for each coat beyond the first. For example, at 30%, a two-coat job charges 100% labor for the first coat and 30% for the second.</li>
|
||||
<li class="mb-1"><strong>Per-Role Labor Rates</strong> — you can optionally set a different hourly rate for each shop worker role (Coater, Sandblaster, Masker, etc.). When set, the role-specific rate overrides the standard rate for that type of work. If no role rate is configured, the standard rate is used as the fallback.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Equipment Hourly Rates</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Default Oven Rate ($/hr)</strong> — the cost of running your curing oven per hour. Used when no specific named oven is selected on a quote.</li>
|
||||
<li class="mb-1"><strong>Sandblaster Rate ($/hr)</strong> — the cost of running the sandblasting equipment per hour.</li>
|
||||
<li class="mb-1"><strong>Coating Booth Rate ($/hr)</strong> — the cost of running the spray booth per hour.</li>
|
||||
<li class="mb-1"><strong>Named Ovens</strong> — if your shop has multiple ovens with different capacities or costs, you can add them individually (e.g., "Large Oven — $18/hr, 200 sq ft"). When a named oven is selected on a quote the correct rate is applied automatically.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Material & Shop Supplies</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Powder Coating Cost per Sq Ft ($/sq ft)</strong> — the baseline material cost per square foot of surface area, representing your average powder and consumables cost.</li>
|
||||
<li class="mb-1"><strong>Shop Supplies Rate (%)</strong> — a percentage applied to material and labor costs to cover miscellaneous shop supplies (abrasives, tape, fasteners, etc.) that are not tracked per-job.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2" id="facility-overhead">Facility Overhead (Rent & Utilities)</h3>
|
||||
<p>
|
||||
Facility overhead lets you recover your shop's fixed occupancy costs on every quote automatically.
|
||||
Rather than burying rent and utilities in your General Markup, entering them here makes the cost
|
||||
transparent in the pricing breakdown and ensures accurate job costing.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Monthly Rent ($)</strong> — your monthly shop lease or mortgage payment for the production facility.</li>
|
||||
<li class="mb-1"><strong>Monthly Utilities ($)</strong> — monthly gas, electricity, and water costs for the shop. Do not include costs already captured in your oven/equipment hourly rates.</li>
|
||||
<li class="mb-1"><strong>Monthly Billable Hours</strong> — the number of productive labor hours your shop operates per month (default: 160 — roughly one full-time worker for a month). This is used to convert the combined rent + utilities into a per-hour overhead rate.</li>
|
||||
</ul>
|
||||
<p>
|
||||
<strong>How it is applied:</strong> The system calculates a per-hour overhead rate as
|
||||
<code>(Monthly Rent + Monthly Utilities) ÷ Monthly Billable Hours</code>. For each quote, it
|
||||
multiplies that rate by the total estimated labor hours across all line items and adds the result
|
||||
as a separate line in the pricing breakdown. If rent and utilities are both $0, no overhead charge
|
||||
is added.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Example:</strong> $2,000/month rent + $800/month utilities ÷ 160 billable hours =
|
||||
<strong>$17.50/hr overhead rate</strong>. A quote with 4 total estimated hours would add
|
||||
$70 to the price as "Facility Overhead."
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Pricing Mode, Markup, Minimums & Rush Charges</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">
|
||||
<strong>Pricing Mode</strong> — controls how the General Markup % is applied:
|
||||
<ul class="mt-1">
|
||||
<li><em>Markup on Materials</em> (default) — markup is added on top of costs: <code>price = cost × (1 + markup%)</code>. A 25% markup on $100 = $125.</li>
|
||||
<li><em>Target Margin on Total Cost</em> — markup % is treated as a gross-margin target: <code>price = cost ÷ (1 − margin%)</code>. A 25% margin on $100 = $133.33. Use this mode if you think in terms of gross margin rather than markup.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-1"><strong>General Markup (%)</strong> — your profit percentage. Its exact effect depends on the Pricing Mode selected above.</li>
|
||||
<li class="mb-1"><strong>Shop Minimum Charge ($)</strong> — a floor price for any job. If the calculated total falls below this amount the minimum charge is used instead. Set to 0 to disable.</li>
|
||||
<li class="mb-1"><strong>Rush Charge</strong> — an automatic surcharge applied to jobs with Rush or Urgent priority. Choose between a percentage of the quote total or a fixed dollar amount.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Part Complexity Multipliers</h3>
|
||||
<p>
|
||||
Each item on a quote is assigned a complexity rating (Simple, Moderate, Complex, or Extreme).
|
||||
These multipliers add a percentage to the calculated item price to account for the extra handling
|
||||
and prep time involved with intricate parts.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Simple (%)</strong> — flat panels, basic shapes. Default: 0% (no adjustment).</li>
|
||||
<li class="mb-1"><strong>Moderate (%)</strong> — standard brackets, moderate curves. Default: 5%.</li>
|
||||
<li class="mb-1"><strong>Complex (%)</strong> — intricate assemblies, deep recesses. Default: 15%.</li>
|
||||
<li class="mb-1"><strong>Extreme (%)</strong> — highly ornate, heavy prep required. Default: 25%.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Tax & Oven Defaults</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Default Tax Rate (%)</strong> — the sales tax percentage applied to quote and invoice totals. Set to 0 if you do not charge tax or handle it separately. Individual customers marked as Tax Exempt will always default to 0% regardless of this setting.</li>
|
||||
<li class="mb-1"><strong>Default Oven Cycle (minutes)</strong> — the default cure time used when scheduling oven batches. Individual named ovens can have their own default cycle time.</li>
|
||||
</ul>
|
||||
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Review your powder cost per sq ft and labor rate at least quarterly. If costs increase and
|
||||
you do not update these settings, new quotes will underestimate costs and erode your margin.
|
||||
Existing quotes and invoices are <strong>not</strong> retroactively recalculated when rates change.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="pricing-tiers" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-award text-primary me-2"></i>Pricing Tiers
|
||||
</h2>
|
||||
<p>
|
||||
Pricing Tiers let you offer volume discounts to commercial customers who send you regular work.
|
||||
You define each tier once in Settings, then assign a tier to each qualifying customer on their
|
||||
customer record. The quoting engine applies the discount automatically when generating a quote
|
||||
for that customer — no manual adjustment needed.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Creating a Pricing Tier</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Settings › Pricing Tiers</strong> and click <strong>New Tier</strong>.</li>
|
||||
<li class="mb-2">Enter a <strong>Tier Name</strong> (e.g., "Preferred Shop", "Volume Partner", "Wholesale").</li>
|
||||
<li class="mb-2">Enter the <strong>Discount Percentage</strong> (e.g., 10 for a 10% discount).</li>
|
||||
<li class="mb-2">Add an optional <strong>Description</strong> explaining the criteria for this tier.</li>
|
||||
<li class="mb-2">Click <strong>Save Tier</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Assigning a Tier to a Customer</h3>
|
||||
<p>
|
||||
Open the customer record you want to assign the tier to, click <strong>Edit</strong>, and select
|
||||
the pricing tier from the <strong>Pricing Tier</strong> dropdown. Save the customer record. From
|
||||
that point on, any new quote created for that customer will automatically show the tier discount
|
||||
in the pricing breakdown.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Pricing tiers only apply to <strong>Commercial</strong> customers. Non-commercial (individual)
|
||||
customers are always priced at standard rates. If you need to offer a one-off discount to
|
||||
a non-commercial customer, use a Custom Work item with a manually adjusted price on that
|
||||
specific quote.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="chart-of-accounts" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-journal-text text-primary me-2"></i>Chart of Accounts
|
||||
</h2>
|
||||
<p>
|
||||
The Chart of Accounts is the master list of all accounting categories used in the system for
|
||||
tracking income, expenses, and liabilities. Every bill line item is assigned to an account from
|
||||
this list; every invoice generates an entry in Accounts Receivable; every payment records a
|
||||
credit to the relevant bank account.
|
||||
</p>
|
||||
<p>
|
||||
Typical accounts for a powder coating shop include:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Accounts Receivable</strong> — money customers owe you (created automatically from invoices).</li>
|
||||
<li class="mb-1"><strong>Accounts Payable</strong> — money you owe vendors (created automatically from bills).</li>
|
||||
<li class="mb-1"><strong>Cost of Goods Sold</strong> — direct material costs: powder, primer, consumables used in jobs.</li>
|
||||
<li class="mb-1"><strong>Shop Supplies</strong> — indirect shop materials not tied to a specific job.</li>
|
||||
<li class="mb-1"><strong>Equipment Maintenance</strong> — service and repair costs for shop machinery.</li>
|
||||
<li class="mb-1"><strong>Utilities</strong> — gas, electricity, and water.</li>
|
||||
<li class="mb-1"><strong>Rent / Occupancy</strong> — monthly rent or lease payments for the shop premises.</li>
|
||||
<li class="mb-1"><strong>Operating Expenses</strong> — general overhead not covered by other categories.</li>
|
||||
<li class="mb-1"><strong>Revenue / Sales Income</strong> — income from completed jobs (created automatically from paid invoices).</li>
|
||||
</ul>
|
||||
<p>
|
||||
The chart of accounts is typically configured once during initial setup. You can add new accounts
|
||||
at any time if your accounting needs expand.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Ask your accountant</strong> to review and approve your chart of accounts before
|
||||
you start entering bills and invoices in production. Changing account names or categories
|
||||
after transactions have been posted can complicate bookkeeping and tax reporting.
|
||||
Do not delete accounts that have transactions recorded against them.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="notifications" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-bell text-primary me-2"></i>Notification Settings
|
||||
</h2>
|
||||
<p>
|
||||
The system has two notification channels: the <strong>in-app notification bell</strong> for
|
||||
real-time activity alerts inside the application, and <strong>email/SMS notifications</strong>
|
||||
for outbound customer and team communications.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">In-App Notification Bell</h3>
|
||||
<p>
|
||||
The bell icon (<i class="bi bi-bell-fill"></i>) in the top-right header appears for all logged-in
|
||||
users. A badge shows the count of unread notifications. Click it to open the dropdown showing your
|
||||
20 most recent notifications — both read and unread.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Unread</strong> notifications have a purple left border, a light indigo background, and a blue dot.</li>
|
||||
<li class="mb-1"><strong>Read</strong> notifications are dimmed with no border.</li>
|
||||
<li class="mb-1">Click any notification to open a detail modal. If there is a linked record, click <strong>View</strong> to navigate to it.</li>
|
||||
<li class="mb-1">Use <strong>Mark all read</strong> to mark everything as read at once.</li>
|
||||
<li class="mb-1">Click <strong>View all notifications</strong> at the bottom of the dropdown to see your full notification history.</li>
|
||||
</ul>
|
||||
<p>The bell fires automatically for <strong>external customer actions</strong> only:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">Customer <strong>approves</strong> a quote online</li>
|
||||
<li class="mb-1">Customer <strong>declines</strong> a quote online</li>
|
||||
<li class="mb-1">Customer <strong>pays an invoice</strong> online via Stripe</li>
|
||||
<li class="mb-1">Customer <strong>pays a deposit</strong> online via Stripe</li>
|
||||
<li class="mb-1"><strong>Platform announcement</strong> sent by the Powder Coating Logix team</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Staff-recorded payments and deposits do <strong>not</strong> trigger bell notifications — those
|
||||
are internal actions the staff member is already performing and does not need to be notified about.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Notification History</h3>
|
||||
<p>
|
||||
The <a href="/InAppNotifications">Notification History</a> page shows a full paginated list of all
|
||||
in-app notifications. Unread rows are highlighted. Click any row to open the detail modal, which
|
||||
also marks the notification as read. Email and SMS notification history is available separately at
|
||||
<a href="/NotificationLogs">Notification Logs</a>.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Platform Announcements</h3>
|
||||
<p>
|
||||
The Powder Coating Logix platform team can send announcements to your company. These are delivered
|
||||
directly to your notification bell — not as page banners. Announcements may cover scheduled
|
||||
maintenance, new features, or policy updates. They appear as <strong>Announcement</strong> type
|
||||
items in your bell dropdown and can be cleared with "Mark all read."
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Email Sender Identity</h3>
|
||||
<p>
|
||||
Set the <strong>From Email Address</strong> and <strong>From Display Name</strong> used on all
|
||||
outgoing emails. If left blank, the system-wide SendGrid sender address is used. Using a
|
||||
domain-verified address (e.g., <code>billing@yourshop.com</code>) greatly reduces the chance of
|
||||
your emails landing in customers' spam folders.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Notify On</h3>
|
||||
<p>
|
||||
Each toggle controls whether that event type sends a customer-facing or internal notification email:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>New Job</strong> — emails your team when a new job is created.</li>
|
||||
<li class="mb-1"><strong>New Quote</strong> — emails your team when a new quote is created.</li>
|
||||
<li class="mb-1"><strong>Job Status Change</strong> — notifies the customer when a job's status changes.</li>
|
||||
<li class="mb-1"><strong>Quote Approval</strong> — notifies the customer when a quote is approved.</li>
|
||||
<li class="mb-1"><strong>Payment Received</strong> — sends the customer a payment confirmation email when a payment is recorded against their invoice.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Alert Thresholds</h3>
|
||||
<p>
|
||||
These values control how many days <em>before</em> an event the system highlights it as upcoming
|
||||
in the UI (for example, flagging a quote as expiring soon in the quotes list).
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Quote Expiry Warning (days before)</strong> — quotes expiring within this many days are flagged in the quotes list.</li>
|
||||
<li class="mb-1"><strong>Due Date Warning (days before)</strong> — invoices coming due within this many days are highlighted.</li>
|
||||
<li class="mb-1"><strong>Maintenance Alert (days ahead)</strong> — upcoming maintenance tasks scheduled within this many days are highlighted.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Automated Payment Reminders</h3>
|
||||
<p>
|
||||
The payment reminder system automatically emails customers when their invoices become overdue.
|
||||
You control whether this feature is active and exactly how many days past due each reminder fires.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2">
|
||||
<strong>Enable Payment Reminders</strong> — master on/off toggle. When off, no automated
|
||||
reminder emails are sent regardless of the day settings below.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Reminder Days</strong> — a comma-separated list of day milestones (days past the invoice due date)
|
||||
at which a reminder email is sent. For example, <code>7,14,30</code> sends one reminder at
|
||||
7 days overdue, another at 14 days, and a final one at 30 days. You can use any positive
|
||||
whole numbers (e.g., <code>3,10,21,45</code>).
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">How Payment Reminders Work</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Every morning the system checks all invoices that have a due date in the past and are in <strong>Sent</strong>, <strong>Partially Paid</strong>, or <strong>Overdue</strong> status.</li>
|
||||
<li class="mb-2">For each invoice, it calculates how many days past due it is and checks whether that number matches one of your configured reminder day thresholds.</li>
|
||||
<li class="mb-2">If a match is found and a reminder has <em>not already been sent today</em> for that invoice and that milestone, the reminder email is sent to the customer.</li>
|
||||
<li class="mb-2">Customers who have opted out of email notifications are never contacted.</li>
|
||||
<li class="mb-2">Each reminder sent is recorded in the notification log, visible via <strong>Settings › Notification Templates & Logs</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Payment reminders are sent once per threshold per invoice — if you have <code>7,14,30</code>
|
||||
configured, a single invoice will receive at most three reminder emails over the course of its
|
||||
collection cycle, one at each milestone. An invoice that gets paid between milestones will not
|
||||
receive any further reminders (its status changes to Paid and it is excluded from future checks).
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">SMS Notifications</h3>
|
||||
<p>
|
||||
SMS text messages are an opt-in feature at both the company level and the customer level.
|
||||
When SMS is not available on your plan the toggle will not appear.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2">
|
||||
<strong>Enable SMS Notifications</strong> — master company toggle. The first time you enable it
|
||||
you must agree to the SMS terms of service, which covers your obligation to obtain prior written
|
||||
customer consent before texting them (required by FCC/TCPA regulations). Once agreed, you can
|
||||
toggle SMS on and off freely without re-agreeing unless the terms are updated.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Per-customer opt-in</strong> — even with SMS enabled here, a customer will only receive
|
||||
texts if their record has a <strong>Mobile Phone</strong> number and the <strong>SMS Opt-In</strong>
|
||||
box checked. You are responsible for obtaining each customer's consent before enabling this on
|
||||
their record.
|
||||
</li>
|
||||
</ul>
|
||||
<h4 class="h6 fw-semibold mt-3 mb-2" style="font-size:.85rem;">What events send an SMS</h4>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">
|
||||
<strong>Quote Sent</strong> — sends the customer a link to review and approve or decline their
|
||||
quote directly from their phone. Click <strong>Send Quote via SMS</strong> on any quote's Details
|
||||
page. If an email was already sent for the same quote, the existing approval link is reused so both
|
||||
delivery methods work simultaneously.
|
||||
</li>
|
||||
<li class="mb-1"><strong>Job Completed</strong> — notifies the customer their job is done and ready for pickup.</li>
|
||||
</ul>
|
||||
<p class="small text-muted mb-3">
|
||||
Both SMS message templates can be customised at
|
||||
<strong>Company Settings › Notification Templates</strong>.
|
||||
</p>
|
||||
<h4 class="h6 fw-semibold mt-3 mb-2" style="font-size:.85rem;">Compose-before-send vs. auto-send</h4>
|
||||
<p>
|
||||
When a <strong>Company Admin or Manager</strong> marks a job complete, the system pre-fills a draft
|
||||
SMS from your notification template and opens a compose window so you can personalize the message
|
||||
before it sends. A <strong>Send SMS</strong> button on the job details page lets you send a follow-up
|
||||
at any time.
|
||||
</p>
|
||||
<p>
|
||||
When a <strong>Shop Floor</strong> worker marks a job complete the SMS is sent automatically using
|
||||
the template — no compose step.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Every outbound SMS automatically includes opt-out instructions ("Reply STOP to opt out"). If a
|
||||
customer replies STOP, they are immediately opted out and will receive no further messages.
|
||||
If they change their mind, they can reply <strong>START</strong>, <strong>YES</strong>, or <strong>UNSTOP</strong>
|
||||
to re-subscribe automatically — no action needed from your staff. You can also manually re-enable
|
||||
SMS on their customer record.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="named-ovens" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-fire text-primary me-2"></i>Named Ovens
|
||||
</h2>
|
||||
<p>
|
||||
If your shop has more than one curing oven, or if you want to assign specific costs and
|
||||
capacities to your oven for the Oven Scheduler, configure each oven individually under
|
||||
<strong>Settings › Company Settings › Named Ovens</strong>.
|
||||
</p>
|
||||
<p>For each named oven you can set:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Oven Name</strong> — e.g., "Main Oven", "Small Parts Oven".</li>
|
||||
<li class="mb-1"><strong>Operating Cost ($/hr)</strong> — the hourly cost to run this specific oven.</li>
|
||||
<li class="mb-1"><strong>Max Load Capacity (sq ft)</strong> — the maximum total surface area that fits in one batch. The Oven Scheduler uses this to show remaining capacity as you add jobs.</li>
|
||||
<li class="mb-1"><strong>Default Cycle Time (minutes)</strong> — the default cure duration for this oven, used when scheduling batches.</li>
|
||||
</ul>
|
||||
<p>
|
||||
When a named oven is selected on a quote or job, its specific cost rate is used instead of
|
||||
the default oven rate. The Oven Scheduler at <strong>/OvenScheduler</strong> uses named ovens
|
||||
to group and track job batches.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="data-lookups" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-list-ul text-primary me-2"></i>Data Lookups
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Data Lookups</strong> tab in Company Settings lets you customize the dropdown
|
||||
options that appear throughout the application — job statuses, job priorities, quote statuses,
|
||||
appointment types, and inventory categories. You can rename labels, change colours, reorder
|
||||
items, and add new ones to match your shop's terminology.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Status codes drive workflow logic</strong> — the underlying code value (e.g.
|
||||
<code>IN_PROGRESS</code>, <code>COMPLETED</code>) is what the system uses internally.
|
||||
You can safely rename the display label, but do not change the code of a built-in
|
||||
status unless you understand the impact on automation and reporting.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Adding a New Lookup Item</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Settings › Company Settings › Data Lookups</strong>.</li>
|
||||
<li class="mb-2">Select the sub-tab for the lookup type (e.g., Job Statuses, Job Priorities).</li>
|
||||
<li class="mb-2">Click <strong>Add</strong> to open the form.</li>
|
||||
<li class="mb-2">Type a <strong>Display Name</strong> — the Code field auto-fills as you type
|
||||
(e.g., "In Progress" → <code>IN_PROGRESS</code>). You can override it if needed.</li>
|
||||
<li class="mb-2">Choose a color and fill in any additional fields.</li>
|
||||
<li class="mb-2">Click <strong>Save</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">About the Code Field</h3>
|
||||
<p>
|
||||
Each lookup item has a <strong>Code</strong> — a short uppercase identifier used internally
|
||||
(e.g., <code>QUALITY_CHECK</code>, <code>URGENT</code>). When adding a new item:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">The Code auto-derives from the Display Name as you type — spaces become underscores, everything is uppercased.</li>
|
||||
<li class="mb-1">You can edit the Code directly; it will stay uppercase and only allow letters, numbers, and underscores.</li>
|
||||
<li class="mb-1">Once saved, the Code cannot be changed — it is locked to prevent breaking existing records that reference it.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Inventory Categories — Is Coating Flag</h3>
|
||||
<p>
|
||||
The <strong>Inventory Categories</strong> sub-tab includes an important flag: <strong>Is Coating</strong>.
|
||||
Only inventory items whose category has this flag enabled will appear in the powder color dropdown
|
||||
when building a quote or job. If your powder colors are not showing up in the quote wizard,
|
||||
go to Data Lookups › Inventory Categories, find the category that holds your powders,
|
||||
and enable <strong>Is Coating</strong>.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="ai-profile" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-robot text-primary me-2"></i>AI Profile
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>AI Profile</strong> tab in Company Settings lets you describe your shop's
|
||||
specialties, typical work, and pricing preferences in plain text. This context is automatically
|
||||
included in the system prompt sent to AI for photo quoting — resulting in more accurate and
|
||||
relevant estimates.
|
||||
</p>
|
||||
<p>Examples of useful AI Profile content:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1">"We specialize in automotive parts and wheels. Most items are steel or aluminum."</li>
|
||||
<li class="mb-1">"Our minimum charge is $75. We charge a 20% premium for intricate wrought iron."</li>
|
||||
<li class="mb-1">"We rarely do sandblasting in-house — assume parts arrive pre-blasted."</li>
|
||||
</ul>
|
||||
<p>
|
||||
The AI Profile is optional but recommended. The more specific you are, the better the AI
|
||||
quotes will match your actual pricing. Update it whenever your shop's focus or pricing
|
||||
strategy changes.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="user-management" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-people text-primary me-2"></i>User Management
|
||||
</h2>
|
||||
<p>
|
||||
Manage who has access to your company's account under <strong>Settings › Users</strong>
|
||||
(or navigate to <a href="/CompanyUsers">/CompanyUsers</a>).
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Adding a User</h3>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Settings › Users</strong> and click <strong>New User</strong>.</li>
|
||||
<li class="mb-2">Enter the user's name, email address, and select their role.</li>
|
||||
<li class="mb-2">The system sends an invitation email. The user follows the link to set their password.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Roles</h3>
|
||||
<div class="table-responsive mb-3">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr><th style="width:25%">Role</th><th>Access level</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td><span class="badge bg-danger">Company Admin</span></td><td>Full company access including settings, users, and billing. All permissions granted automatically.</td></tr>
|
||||
<tr><td><span class="badge bg-warning text-dark">Manager</span></td><td>Jobs, quotes, invoices, customers, inventory, vendors, reports — no settings or user management.</td></tr>
|
||||
<tr><td><span class="badge bg-success">Accountant</span></td><td>Financial focus: bills & AP, invoices, bank reconciliations, chart of accounts, vendors, purchase orders, and reports. No job management or settings access.</td></tr>
|
||||
<tr><td><span class="badge bg-primary">Worker</span></td><td>Create and edit jobs and quotes; no settings, billing, or user management.</td></tr>
|
||||
<tr><td><span class="badge bg-secondary">Viewer</span></td><td>Read-only access to most data.</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<p class="small text-muted mb-3">
|
||||
When you select <strong>Accountant</strong> in the role dropdown, the permissions form automatically
|
||||
pre-checks the five relevant permissions (Invoices, Reports, Vendors, Bills & AP, Accounting).
|
||||
You can adjust the individual checkboxes for users whose needs differ from the default.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Fine-Grained Permissions</h3>
|
||||
<p>
|
||||
Below the role dropdown, each user has individual permission checkboxes. These let you grant
|
||||
specific capabilities independently of the role — for example, giving a Worker access to view
|
||||
reports without making them a Manager. Company Admins always have all permissions and the
|
||||
checkboxes are locked.
|
||||
</p>
|
||||
<div class="table-responsive mb-3">
|
||||
<table class="table table-sm table-bordered mb-0">
|
||||
<thead class="table-light">
|
||||
<tr><th style="width:35%">Permission</th><th>What it unlocks</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>Can Manage Jobs</td><td>Create, edit, and update job status.</td></tr>
|
||||
<tr><td>Can Manage Inventory</td><td>Add, edit, and adjust inventory items and stock levels.</td></tr>
|
||||
<tr><td>Can Manage Customers</td><td>Create and edit customer records.</td></tr>
|
||||
<tr><td>Can Create Quotes</td><td>Build and send quotes to customers.</td></tr>
|
||||
<tr><td>Can Approve Quotes</td><td>Internally approve quotes on behalf of the customer.</td></tr>
|
||||
<tr><td>Can Manage Calendar</td><td>Create and edit appointments.</td></tr>
|
||||
<tr><td>Can View Calendar</td><td>View the appointments calendar (read-only).</td></tr>
|
||||
<tr><td>Can Manage Products</td><td>Create and edit catalog items.</td></tr>
|
||||
<tr><td>Can View Products</td><td>Browse the catalog item list (read-only).</td></tr>
|
||||
<tr><td>Can Manage Equipment</td><td>Add equipment records and log maintenance.</td></tr>
|
||||
<tr><td>Can Manage Vendors</td><td>Create and edit vendor records.</td></tr>
|
||||
<tr><td>Can Manage Maintenance</td><td>Schedule and complete maintenance tasks.</td></tr>
|
||||
<tr><td>Can Manage Invoices</td><td>Create invoices and record payments.</td></tr>
|
||||
<tr><td>Can View Reports</td><td>Access all reports and AI analytics features.</td></tr>
|
||||
<tr><td><strong>Can Manage Bills & AP</strong></td><td>Create and pay vendor bills, record expenses, and use recurring bill detection. Grants access to the full Accounts Payable section.</td></tr>
|
||||
<tr><td><strong>Can Manage Accounting</strong></td><td>Access the chart of accounts, bank reconciliations, and manual journal entries.</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Resetting a Password</h3>
|
||||
<p>
|
||||
Select a user from the list and click <strong>Reset Password</strong>. The user receives
|
||||
an email with a link to set a new password.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Deactivating a User</h3>
|
||||
<p>
|
||||
Use the active/inactive toggle on the user list or the edit form to deactivate a user.
|
||||
Deactivated users cannot log in but their records and activity history are preserved.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="data-export" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-download text-primary me-2"></i>Download Your Data
|
||||
</h2>
|
||||
<p>
|
||||
Company Administrators can export a complete copy of their company's data at any time from
|
||||
<a href="/AccountDataExport">Settings › Download Your Data</a> (or navigate directly to
|
||||
<code>/AccountDataExport</code>). This feature is available even when a subscription has
|
||||
expired — your data is never locked away.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">What Can Be Exported</h3>
|
||||
<p>Choose any combination of the following data types:</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Customers</strong> — all customer records including contact info, type, and credit settings.</li>
|
||||
<li class="mb-1"><strong>Jobs</strong> — all job records with status, priority, assigned worker, and dates.</li>
|
||||
<li class="mb-1"><strong>Quotes</strong> — all quote records with status and pricing.</li>
|
||||
<li class="mb-1"><strong>Invoices</strong> — all invoice records with amounts paid and status.</li>
|
||||
<li class="mb-1"><strong>Inventory</strong> — all inventory items with quantities and costs.</li>
|
||||
<li class="mb-1"><strong>Equipment</strong> — all equipment records and statuses.</li>
|
||||
<li class="mb-1"><strong>Vendors</strong> — all vendor/supplier records.</li>
|
||||
<li class="mb-1"><strong>Shop Workers</strong> — all shop worker records.</li>
|
||||
<li class="mb-1"><strong>Users / Logins</strong> — all user accounts and their roles.</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">Export Formats</h3>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-1"><strong>Excel (.xlsx)</strong> — all selected data types in a single workbook, one tab per data type. Best for viewing in Excel or Google Sheets.</li>
|
||||
<li class="mb-1"><strong>CSV (.zip)</strong> — one CSV file per selected data type, bundled into a single ZIP archive. Best for importing into other software.</li>
|
||||
</ul>
|
||||
|
||||
<p>
|
||||
The export is generated on-demand and delivered directly to your browser. Nothing is stored
|
||||
on the server — each export is a fresh snapshot of your current data.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If your subscription has expired and you see the "Subscription Expired" screen, look for the
|
||||
<strong>Download Your Data</strong> button on that page to access your export without needing
|
||||
to renew first. Only Company Administrators have access to the data export.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="default-settings" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-toggles text-primary me-2"></i>Default Settings
|
||||
</h2>
|
||||
<p>
|
||||
Default Settings configure system-wide values that are applied automatically whenever a new
|
||||
record is created. These save time on data entry and ensure consistency across your documents.
|
||||
You can always override defaults on individual records.
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li class="mb-2">
|
||||
<strong>Default Quote Validity Period (days)</strong> — the number of days after creation before
|
||||
a quote expires. For example, a value of 30 means all new quotes expire 30 days after their
|
||||
quote date. Expired quotes are flagged in the quote list and customers cannot act on them without
|
||||
you creating a revised quote. Adjust this based on how stable your pricing is — shops with
|
||||
volatile powder costs may want a shorter validity period (e.g., 14 days).
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Default Payment Terms</strong> — the payment terms applied to new customer records
|
||||
and new invoices (e.g., "Net 30", "Net 15", "Due on Receipt"). This determines when invoices
|
||||
become due and affects the AR Aging report. The default can be overridden on each customer
|
||||
record and on individual invoices.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<strong>Currency</strong> — the currency symbol and formatting used throughout the system for
|
||||
all monetary values (e.g., USD, CAD, AUD, GBP). This is a display setting only and does not
|
||||
perform any currency conversion. Set this once during initial setup to match your local currency.
|
||||
</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Default settings apply only to new records created after the setting is changed. Existing
|
||||
customers, quotes, and invoices retain whatever payment terms and expiry dates were set
|
||||
at the time they were created.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#company-information">Company Information</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#pricing-configuration">Pricing Configuration</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#pricing-tiers">Pricing Tiers</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#chart-of-accounts">Chart of Accounts</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#notifications">Notification Settings</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#named-ovens">Named Ovens</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#data-lookups">Data Lookups</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#ai-profile">AI Profile</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#user-management">User Management</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#data-export">Download Your Data</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#default-settings">Default Settings</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,226 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Shop Workers";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Shop Workers</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Shop Workers are the people who do the hands-on work in your facility — sandblasters, coaters,
|
||||
maskers, oven operators, and supervisors. Adding your workers to the system lets you assign them
|
||||
to jobs and maintenance tasks, giving you a clear picture of who is working on what at any time.
|
||||
</p>
|
||||
<p>
|
||||
Shop Workers are separate from system user accounts. A worker does not need to log into the
|
||||
system — they are simply a record that can be assigned to work. If a worker also needs to log
|
||||
in and update job statuses themselves, an Administrator can create a linked user account for
|
||||
them with the <em>Shop Floor</em> role.
|
||||
</p>
|
||||
<p>
|
||||
Find Shop Workers under <strong>Operations › Shop Workers</strong> in the sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="adding-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-plus text-primary me-2"></i>Adding a Worker
|
||||
</h2>
|
||||
<p>To add a new shop worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Shop Workers</strong> and click <strong>New Worker</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the worker's details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Name</strong> — the worker's full name as it should appear on job assignments.</li>
|
||||
<li><strong>Role</strong> — select the role that best describes their primary function (see below).</li>
|
||||
<li><strong>Phone</strong> — optional, useful for supervisors to have on file.</li>
|
||||
<li><strong>Email</strong> — optional, used if the worker also has a system login.</li>
|
||||
<li><strong>Notes</strong> — any relevant information, such as certifications, shift preferences, or specialties.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Ensure <strong>Active</strong> is checked (it is on by default).</li>
|
||||
<li class="mb-2">Click <strong>Save Worker</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Once saved, the worker will appear in the assignment dropdowns on the Job Create and Edit forms.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="worker-roles" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tags text-primary me-2"></i>Worker Roles
|
||||
</h2>
|
||||
<p>
|
||||
Each worker is assigned one of the following roles. The role is a label — it helps you pick the
|
||||
right person for a job but does not restrict what a worker can be assigned to.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:25%">Role</th>
|
||||
<th>Description</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">General Labor</span></td>
|
||||
<td>
|
||||
Versatile workers who assist across multiple areas of the shop — loading and unloading,
|
||||
racking parts, clean-up, and general support tasks. Not specialized in a single process.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Sandblaster</span></td>
|
||||
<td>
|
||||
Operates the sandblasting or media-blasting equipment to prepare metal surfaces for
|
||||
coating. Responsible for achieving the correct surface profile and ensuring all rust,
|
||||
paint, and contamination is removed.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Coater</span></td>
|
||||
<td>
|
||||
Applies powder coating using an electrostatic spray gun. Responsible for even coverage,
|
||||
correct mil thickness, and minimizing overspray and waste. Often the most skilled
|
||||
technical role on the floor.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Masker</span></td>
|
||||
<td>
|
||||
Applies masking tape, plugs, and caps to protect threads, bearing surfaces, and areas
|
||||
that must not be coated. Attention to detail is critical — missed masking means rework.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Quality Control</span></td>
|
||||
<td>
|
||||
Inspects finished parts for adhesion, color consistency, coverage, and surface defects
|
||||
before the job is marked as complete. May also handle pre-coat inspection after
|
||||
sandblasting.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Oven Operator</span></td>
|
||||
<td>
|
||||
Loads parts into the curing oven, sets correct temperatures and cure times for the
|
||||
powder being used, monitors the cure cycle, and unloads parts safely after cooling.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-dark">Supervisor</span></td>
|
||||
<td>
|
||||
Oversees day-to-day shop floor operations, assigns tasks to other workers, ensures
|
||||
jobs are progressing on schedule, and handles escalations. May also handle customer
|
||||
communication for production updates.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Maintenance</span></td>
|
||||
<td>
|
||||
Responsible for keeping equipment running — performing scheduled preventive maintenance,
|
||||
troubleshooting breakdowns, and coordinating with external service technicians when
|
||||
needed.
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="assigning-to-jobs" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-briefcase text-primary me-2"></i>Assigning Workers to Jobs
|
||||
</h2>
|
||||
<p>
|
||||
Each job can have one worker assigned to it as the primary responsible person. This is the
|
||||
worker who owns the job from start to finish — typically a coater or supervisor.
|
||||
</p>
|
||||
<p>To assign a worker when creating or editing a job:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the job's Create or Edit form.</li>
|
||||
<li class="mb-1">Scroll down to the <strong>Assignment</strong> section.</li>
|
||||
<li class="mb-1">Select a worker from the <strong>Assigned Worker</strong> dropdown. Only active workers are listed.</li>
|
||||
<li class="mb-1">Save the job.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The assigned worker's name appears on the job list view, on the job detail page, and in any
|
||||
reports filtered by worker.
|
||||
</p>
|
||||
<p>
|
||||
Workers can also be assigned to <strong>maintenance tasks</strong> on equipment. See the
|
||||
<a asp-controller="Help" asp-action="Equipment" class="text-decoration-none">Equipment & Maintenance</a>
|
||||
help page for details.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker you want to assign does not appear in the dropdown, check that their record is
|
||||
marked as <strong>Active</strong>. Inactive workers are hidden from assignment lists.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="deactivating-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-dash text-primary me-2"></i>Deactivating a Worker
|
||||
</h2>
|
||||
<p>
|
||||
When a worker leaves the shop or is no longer available for assignment, deactivate their record
|
||||
rather than deleting it. Deactivating preserves the history of all jobs they were assigned to,
|
||||
while removing them from the active assignment dropdowns so they cannot be accidentally selected
|
||||
for new work.
|
||||
</p>
|
||||
<p>To deactivate a worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the worker's Details or Edit page.</li>
|
||||
<li class="mb-1">Uncheck the <strong>Active</strong> checkbox.</li>
|
||||
<li class="mb-1">Click <strong>Save</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Alternatively, use the <strong>Delete</strong> button on the Details page to perform a soft
|
||||
delete, which has the same effect.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker currently has open jobs assigned to them, reassign those jobs first before
|
||||
deactivating the worker — so the jobs remain clearly owned and nothing falls through the cracks.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-a-worker">Adding a Worker</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#worker-roles">Worker Roles</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#assigning-to-jobs">Assigning to Jobs</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-worker">Deactivating a Worker</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,291 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Your Profile";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Your Profile</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Your profile page is where you manage your personal account settings — the information that
|
||||
identifies you in the system, your login credentials, your profile photo, and how the
|
||||
application looks on your screen.
|
||||
</p>
|
||||
<p>
|
||||
To open your profile, click your avatar or name in the top-right corner of any page and select
|
||||
<strong>My Profile</strong> from the dropdown menu. You can also navigate directly to
|
||||
<strong>/Profile</strong>.
|
||||
</p>
|
||||
<p>
|
||||
Profile changes only affect your own account. To change another user's details, an
|
||||
Administrator must do so from the User Management section.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="updating-profile" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-pencil-square text-primary me-2"></i>Updating Your Profile
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Profile</strong> tab on your profile page lets you update your contact information.
|
||||
This is the name and email address other users see when your account is mentioned in the
|
||||
system (for example, in audit logs and job assignments).
|
||||
</p>
|
||||
<p>To update your profile:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Go to your profile page.</li>
|
||||
<li class="mb-1">Click the <strong>Profile</strong> tab (it may be open by default).</li>
|
||||
<li class="mb-1">
|
||||
Update any of the following fields:
|
||||
<ul class="mt-1">
|
||||
<li><strong>First Name</strong> and <strong>Last Name</strong> — your display name across the system.</li>
|
||||
<li><strong>Email Address</strong> — used for login and system notifications. Must be a valid email format and unique in the system.</li>
|
||||
<li><strong>Phone Number</strong> — optional; your direct contact number.</li>
|
||||
<li><strong>Job Title</strong> — optional; displayed on your profile card.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-1">Click <strong>Save Changes</strong>.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Important:</strong> If you change your email address, you will need to use the new
|
||||
address to log in next time. Make sure you type it correctly before saving.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="changing-password" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-key text-primary me-2"></i>Changing Your Password
|
||||
</h2>
|
||||
<p>
|
||||
You can change your password at any time from the <strong>Security</strong> tab on your profile page.
|
||||
It is good practice to use a strong, unique password that you do not use on other websites.
|
||||
</p>
|
||||
<p>To change your password:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Go to your profile page and click the <strong>Security</strong> tab.</li>
|
||||
<li class="mb-1">Enter your <strong>Current Password</strong> to confirm it is you.</li>
|
||||
<li class="mb-1">Enter your <strong>New Password</strong>.</li>
|
||||
<li class="mb-1">Enter the new password again in the <strong>Confirm New Password</strong> field.</li>
|
||||
<li class="mb-1">Click <strong>Change Password</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h5 class="fw-semibold mt-4 mb-2">Password Requirements</h5>
|
||||
<p>Your new password must meet all of the following requirements:</p>
|
||||
<ul class="list-unstyled mb-3">
|
||||
<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least <strong>8 characters</strong> long</li>
|
||||
<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least one <strong>uppercase letter</strong> (A–Z)</li>
|
||||
<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least one <strong>lowercase letter</strong> (a–z)</li>
|
||||
<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least one <strong>digit</strong> (0–9)</li>
|
||||
</ul>
|
||||
<p>
|
||||
Example of a strong password: <code>ShopFloor2025!</code> — long, mixed case, has a number,
|
||||
and easy for you to remember but hard to guess.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If you have forgotten your current password and cannot log in, use the
|
||||
<strong>Forgot your password?</strong> link on the login page, or ask an Administrator to
|
||||
reset it for you from User Management.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="profile-photo" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-camera text-primary me-2"></i>Profile Photo
|
||||
</h2>
|
||||
<p>
|
||||
Your profile photo appears in the top navigation bar, on your profile page, and anywhere
|
||||
your account is displayed in the system. Adding a photo makes it easier for your colleagues
|
||||
to identify who is responsible for a job or record.
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold mt-3 mb-2">Uploading a Photo</h5>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Go to your profile page and click the <strong>Photo</strong> tab.</li>
|
||||
<li class="mb-1">Click <strong>Choose Photo</strong> or drag and drop an image file onto the upload area.</li>
|
||||
<li class="mb-1">
|
||||
Accepted formats: <strong>JPG, JPEG, PNG, GIF</strong>. Maximum file size: <strong>10 MB</strong>.
|
||||
</li>
|
||||
<li class="mb-1">Once the image is selected, click <strong>Upload Photo</strong>.</li>
|
||||
<li class="mb-1">The new photo appears immediately in the navigation bar.</li>
|
||||
</ol>
|
||||
|
||||
<h5 class="fw-semibold mt-3 mb-2">Removing Your Photo</h5>
|
||||
<p>
|
||||
To remove your current photo and go back to the default avatar, click the
|
||||
<strong>Remove Photo</strong> button on the Photo tab and confirm.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
For best results, use a square or near-square image cropped to your face. A photo that
|
||||
is roughly 200×200 pixels or larger will look sharp at all display sizes.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="two-factor-auth" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-shield-lock text-primary me-2"></i>Two-Factor Authentication
|
||||
</h2>
|
||||
<p>
|
||||
Two-factor authentication (2FA) adds an extra layer of security to your account. When enabled,
|
||||
you must provide a one-time code from an authenticator app (such as Google Authenticator or
|
||||
Microsoft Authenticator) in addition to your password when logging in.
|
||||
</p>
|
||||
<h5 class="fw-semibold mt-3 mb-2">Setting Up 2FA</h5>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Go to <a href="/TwoFactorSetup">/TwoFactorSetup</a> or open it from the user menu (top-right) → <strong>Two-Factor Setup</strong>.</li>
|
||||
<li class="mb-1">Install an authenticator app on your phone if you do not have one already.</li>
|
||||
<li class="mb-1">Scan the QR code shown on the setup page with your authenticator app.</li>
|
||||
<li class="mb-1">Enter the 6-digit code from the app to confirm setup.</li>
|
||||
<li class="mb-1">Save your <strong>recovery codes</strong> in a safe place — you will need them if you lose access to your phone.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Store your recovery codes somewhere safe and offline. If you lose your phone and do not
|
||||
have recovery codes, your administrator will need to reset 2FA on your account.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="passkeys" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-fingerprint text-primary me-2"></i>Passkeys & Biometric Login
|
||||
</h2>
|
||||
<p>
|
||||
Passkeys let you sign in using your device's built-in biometrics — Face ID or Touch ID on iPhone and Mac,
|
||||
fingerprint or face unlock on Android, or Windows Hello on a PC — without ever typing your password.
|
||||
This is especially useful for shop floor workers who may have dirty or gloved hands.
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold mt-3 mb-2">Setting Up a Passkey</h5>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Log in with your password as normal.</li>
|
||||
<li class="mb-1">
|
||||
A prompt appears in the bottom-right corner of the screen after login. Click
|
||||
<strong>Enable</strong> and follow the device prompt (Face ID, fingerprint, Windows Hello PIN, etc.).
|
||||
</li>
|
||||
<li class="mb-1">The passkey is saved to that device. Repeat on each device you want to use biometrics on.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Alternatively, go to <a href="/Passkey/Manage">Passkeys & Biometrics</a> from the user
|
||||
menu (top-right) at any time to add a new passkey for the current device.
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold mt-3 mb-2">Signing In with a Passkey</h5>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the login page.</li>
|
||||
<li class="mb-1">
|
||||
Click the <strong>Use Face ID / Biometric</strong> button (the label matches your device —
|
||||
"Use Windows Hello", "Use Touch ID", etc.).
|
||||
</li>
|
||||
<li class="mb-1">Follow the device prompt. You are signed in immediately — no password required.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
The biometric button only appears if your browser and device support passkeys
|
||||
(Safari 16+, Chrome 108+, Edge 108+, or any modern Android browser over HTTPS).
|
||||
On unsupported browsers it is hidden automatically.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h5 class="fw-semibold mt-3 mb-2">Managing Passkeys</h5>
|
||||
<p>
|
||||
Go to <a href="/Passkey/Manage">Passkeys & Biometrics</a> (user menu → Passkeys & Biometrics)
|
||||
to see all devices you have enrolled. Each entry shows the device name, the date it was added,
|
||||
and when it was last used. Click <strong>Remove</strong> to revoke a passkey from a specific device —
|
||||
useful if you lose a phone or change devices.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Removing a passkey does not log you out — it just means that device will require a password
|
||||
on the next login. If you lose a device, remove its passkey here as soon as possible.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="appearance" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-palette text-primary me-2"></i>Appearance
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Appearance</strong> tab lets you customize how the application looks on your screen.
|
||||
Your choices are saved to your account and follow you across devices when you log in.
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold mt-3 mb-2">Theme — Light or Dark Mode</h5>
|
||||
<p>
|
||||
Choose between <strong>Light</strong> mode (white backgrounds, dark text) and
|
||||
<strong>Dark</strong> mode (dark backgrounds, light text).
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li><strong>Light</strong> — easier to read in bright environments like a well-lit office.</li>
|
||||
<li><strong>Dark</strong> — easier on the eyes in low-light conditions, such as a dimly lit shop floor or late-night work.</li>
|
||||
</ul>
|
||||
<p>
|
||||
To change the theme, open the Appearance tab, select your preferred option, and click
|
||||
<strong>Save Preferences</strong>. The page updates instantly.
|
||||
</p>
|
||||
|
||||
<h5 class="fw-semibold mt-3 mb-2">Sidebar Color</h5>
|
||||
<p>
|
||||
You can also choose the color scheme for the left navigation sidebar. A range of color
|
||||
options is available — from a clean white sidebar to darker branded colors. Pick whichever
|
||||
suits your taste or matches your shop's brand.
|
||||
</p>
|
||||
<p>
|
||||
To change the sidebar color, select a color swatch on the Appearance tab and click
|
||||
<strong>Save Preferences</strong>.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Appearance settings are personal and do not affect how the application looks for other
|
||||
users. Each person on your team can choose the theme and color they prefer.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#updating-profile">Updating Your Profile</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#changing-password">Changing Your Password</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#profile-photo">Profile Photo</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#two-factor-auth">Two-Factor Auth</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#passkeys">Passkeys & Biometrics</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#appearance">Appearance</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,195 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Vendors";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Vendors</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Vendors are the companies you buy from — powder suppliers, primer manufacturers, consumables
|
||||
distributors, equipment service providers, and anyone else who sends you a bill. Maintaining
|
||||
accurate vendor records lets you track what you owe, reorder stock quickly, and keep purchase
|
||||
history organized.
|
||||
</p>
|
||||
<p>
|
||||
You can find Vendors under <strong>Inventory › Vendors</strong> in the left sidebar.
|
||||
Each vendor can be linked to the specific inventory items they supply, so when stock runs low
|
||||
you always know exactly who to call.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="adding-a-vendor" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-plus-circle text-primary me-2"></i>Adding a Vendor
|
||||
</h2>
|
||||
<p>To add a new vendor:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Inventory › Vendors</strong> and click <strong>New Vendor</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the vendor details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Vendor Name</strong> — the company name as it appears on their invoices.</li>
|
||||
<li><strong>Contact Name</strong> — your sales rep or accounts contact.</li>
|
||||
<li><strong>Email & Phone</strong> — for placing orders and following up on deliveries.</li>
|
||||
<li><strong>Address</strong> — the vendor's billing address.</li>
|
||||
<li><strong>Website</strong> — optional, handy for quick product lookups.</li>
|
||||
<li><strong>Account Number</strong> — your account number with this vendor, if applicable.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Set the <strong>Payment Terms</strong> (see below).</li>
|
||||
<li class="mb-2">Optionally fill in the <strong>Default Expense Account</strong> (see below).</li>
|
||||
<li class="mb-2">Check <strong>Preferred Vendor</strong> if this is your primary supplier for any category.</li>
|
||||
<li class="mb-2">Add any internal <strong>Notes</strong> your team should know.</li>
|
||||
<li class="mb-2">Click <strong>Save Vendor</strong>.</li>
|
||||
</ol>
|
||||
</section>
|
||||
|
||||
<section id="default-expense-account" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-receipt text-primary me-2"></i>Default Expense Account
|
||||
</h2>
|
||||
<p>
|
||||
The <strong>Default Expense Account</strong> field records which accounting category purchases from
|
||||
this vendor typically fall under — for example, <em>Cost of Goods Sold</em>, <em>Shop Supplies</em>,
|
||||
or <em>Equipment Maintenance</em>.
|
||||
</p>
|
||||
<p>
|
||||
When a purchase order is created for this vendor, the system pre-fills the expense account with this
|
||||
default value, saving your team from having to look it up each time. This is especially useful if
|
||||
you export financial data or sync with an accounting package.
|
||||
</p>
|
||||
<p>
|
||||
If your shop does not use account codes, you can leave this field blank. Ask your bookkeeper or
|
||||
accountant for the right code to use if you are unsure.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="payment-terms" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-calendar-check text-primary me-2"></i>Payment Terms
|
||||
</h2>
|
||||
<p>
|
||||
Payment terms describe how long you have to pay a vendor invoice after you receive it. Common
|
||||
examples include:
|
||||
</p>
|
||||
<ul class="mb-3">
|
||||
<li><strong>Net 15</strong> — payment due within 15 days of the invoice date.</li>
|
||||
<li><strong>Net 30</strong> — payment due within 30 days (the most common).</li>
|
||||
<li><strong>Net 60</strong> — payment due within 60 days.</li>
|
||||
<li><strong>Due on Receipt</strong> — pay immediately on delivery.</li>
|
||||
<li><strong>2/10 Net 30</strong> — 2% discount if paid within 10 days, otherwise full amount due in 30.</li>
|
||||
</ul>
|
||||
<p>
|
||||
When you enter terms here, they are automatically used as the default on any bills generated from
|
||||
purchase orders for this vendor. This gives Accounts Payable a clear, consistent due date without
|
||||
manual entry each time.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="preferred-vendor" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-star text-primary me-2"></i>Preferred Vendor
|
||||
</h2>
|
||||
<p>
|
||||
Marking a vendor as <strong>Preferred</strong> flags them as your go-to supplier in a given category.
|
||||
On the vendor list, preferred vendors are highlighted with a star badge so they stand out at a glance.
|
||||
</p>
|
||||
<p>
|
||||
When multiple vendors supply the same type of inventory item (e.g., you have two powder suppliers),
|
||||
the preferred vendor appears first in dropdown lists when you are creating a purchase order or
|
||||
restocking an inventory item.
|
||||
</p>
|
||||
<p>
|
||||
You can mark more than one vendor as preferred — it is a flag, not an exclusive designation. Use
|
||||
it however makes sense for your workflow.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="vendor-details" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-card-text text-primary me-2"></i>Vendor Details Page
|
||||
</h2>
|
||||
<p>
|
||||
Open a vendor's Details page by clicking their name in the vendor list. Here you will find:
|
||||
</p>
|
||||
<ul>
|
||||
<li><strong>Contact information</strong> — all the details you entered, in one place.</li>
|
||||
<li>
|
||||
<strong>Inventory Items tab</strong> — a list of every inventory item linked to this vendor.
|
||||
This tells you at a glance what you buy from them. Click any item to open it.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Purchase History tab</strong> — a log of all purchase orders and transactions recorded
|
||||
against this vendor, with dates and amounts.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Notes</strong> — any notes you or your colleagues have saved.
|
||||
</li>
|
||||
</ul>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
To link an inventory item to a vendor, open the <strong>Inventory Item</strong> record and set the
|
||||
<em>Vendor</em> field there. The link then appears automatically on the Vendor Details page.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="deactivating-a-vendor" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-truck text-primary me-2" style="text-decoration:line-through"></i>Deactivating a Vendor
|
||||
</h2>
|
||||
<p>
|
||||
If you stop working with a vendor, deactivate their record instead of deleting it. This keeps all
|
||||
linked purchase history and inventory records intact while removing the vendor from active dropdown
|
||||
lists and search results.
|
||||
</p>
|
||||
<p>To deactivate a vendor:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the vendor's Details page.</li>
|
||||
<li class="mb-1">Click the <strong>Delete</strong> (or Deactivate) button.</li>
|
||||
<li class="mb-1">Confirm the action in the dialog.</li>
|
||||
</ol>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Like customers, vendor deactivation is a soft delete. All historical data is preserved.
|
||||
Administrators can see and restore deactivated vendors if needed.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-a-vendor">Adding a Vendor</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#default-expense-account">Default Expense Account</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#payment-terms">Payment Terms</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#preferred-vendor">Preferred Vendor</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#vendor-details">Vendor Details Page</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-vendor">Deactivating a Vendor</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,111 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Accessibility Statement";
|
||||
}
|
||||
|
||||
<div class="container py-5" style="max-width:860px">
|
||||
|
||||
<h1 class="h3 fw-bold mb-1"><i class="bi bi-universal-access me-2 text-primary"></i>Accessibility Statement</h1>
|
||||
<p class="text-muted small mb-4">Last Updated: April 9, 2026</p>
|
||||
|
||||
<p class="lead mb-4">
|
||||
Powder Coating Logix is committed to making our platform accessible to all users, including those with
|
||||
disabilities. We believe that every person running a powder coating business deserves full access to
|
||||
the tools that help them succeed.
|
||||
</p>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Our Commitment</h2>
|
||||
<p>
|
||||
We strive to conform to the <strong>Web Content Accessibility Guidelines (WCAG) 2.1, Level AA</strong>,
|
||||
published by the World Wide Web Consortium (W3C). These guidelines explain how to make web content
|
||||
more accessible to people with disabilities, including visual, auditory, physical, speech, cognitive,
|
||||
language, learning, and neurological disabilities.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">What We've Done</h2>
|
||||
<ul>
|
||||
<li class="mb-1"><strong>Semantic HTML:</strong> We use proper heading hierarchy, landmark elements (<code><nav></code>, <code><main></code>, <code><footer></code>), and ARIA attributes to convey structure to screen readers.</li>
|
||||
<li class="mb-1"><strong>Keyboard navigation:</strong> Core workflows can be completed using keyboard navigation alone.</li>
|
||||
<li class="mb-1"><strong>Color contrast:</strong> Text and interactive elements meet minimum contrast ratios against their backgrounds.</li>
|
||||
<li class="mb-1"><strong>Focus indicators:</strong> Visible focus outlines are preserved on interactive elements.</li>
|
||||
<li class="mb-1"><strong>Form labels:</strong> All form inputs have associated labels and descriptive error messages.</li>
|
||||
<li class="mb-1"><strong>Responsive design:</strong> The application adapts to different screen sizes and supports browser zoom up to 200% without loss of functionality.</li>
|
||||
<li class="mb-1"><strong>Alternative text:</strong> Images that convey information include descriptive alt text.</li>
|
||||
<li class="mb-1"><strong>Bootstrap 5:</strong> Our UI framework includes built-in accessibility features that we build on.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Known Limitations</h2>
|
||||
<p>
|
||||
We are actively working to improve accessibility across all areas of the application. Some areas
|
||||
that we know are not yet fully conformant include:
|
||||
</p>
|
||||
<ul>
|
||||
<li class="mb-1"><strong>Complex charts and graphs</strong> (in Reports) — visual data is not yet accompanied by tabular data alternatives. We plan to add data table equivalents in a future release.</li>
|
||||
<li class="mb-1"><strong>Drag-and-drop interfaces</strong> (Job Priority Board, Oven Scheduler) — these currently lack keyboard-accessible equivalents. Workarounds exist via the standard list views.</li>
|
||||
<li class="mb-1"><strong>PDF exports</strong> — generated PDFs (invoices, work orders) are not currently tagged for screen reader accessibility.</li>
|
||||
<li class="mb-1"><strong>Third-party components</strong> — the Stripe payment element and some calendar widgets are third-party and may not fully conform to WCAG 2.1 AA.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Assistive Technology Compatibility</h2>
|
||||
<p>
|
||||
We test the core application with the following assistive technologies:
|
||||
</p>
|
||||
<ul>
|
||||
<li>NVDA with Firefox (Windows)</li>
|
||||
<li>VoiceOver with Safari (macOS and iOS)</li>
|
||||
<li>Keyboard-only navigation (Chrome, Edge, Firefox)</li>
|
||||
</ul>
|
||||
<p class="small text-muted">
|
||||
Other combinations may work but have not been formally tested.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Need Help?</h2>
|
||||
<p>
|
||||
If you experience any accessibility barriers while using Powder Coating Logix, or if you need
|
||||
content in a different format, please contact us:
|
||||
</p>
|
||||
<address class="ps-3">
|
||||
<strong>Powder Coating Logix — Accessibility</strong><br />
|
||||
Email: <a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a><br />
|
||||
Subject line: <em>Accessibility Request</em>
|
||||
</address>
|
||||
<p>
|
||||
We aim to respond to accessibility requests within <strong>2 business days</strong>.
|
||||
Please describe the barrier you encountered and what you were trying to do — this helps us
|
||||
prioritize fixes and provide an immediate workaround where possible.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Formal Complaints</h2>
|
||||
<p>
|
||||
If you are not satisfied with our response to your accessibility request, you may contact the relevant
|
||||
supervisory authority in your jurisdiction. In the United States, the Department of Justice Civil Rights
|
||||
Division handles ADA-related complaints.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Ongoing Improvement</h2>
|
||||
<p>
|
||||
Accessibility is not a one-time checkbox — it is an ongoing commitment. We review and improve
|
||||
accessibility with each release. If you notice a regression or have a suggestion, please let us know.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<hr />
|
||||
<p class="text-muted small text-center mt-4">
|
||||
© @DateTime.UtcNow.Year Powder Coating Logix ·
|
||||
<a asp-controller="Home" asp-action="TermsOfService" class="text-decoration-none">Terms of Service</a> ·
|
||||
<a asp-controller="Home" asp-action="Privacy" class="text-decoration-none">Privacy Policy</a>
|
||||
</p>
|
||||
|
||||
</div>
|
||||
|
||||
@@ -1,272 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Privacy Policy";
|
||||
Layout = "~/Views/Shared/_Layout.cshtml";
|
||||
}
|
||||
|
||||
<div class="container py-5" style="max-width:860px">
|
||||
|
||||
<h1 class="h3 fw-bold mb-1">Privacy Policy</h1>
|
||||
<p class="text-muted small mb-4">Effective Date: April 9, 2026 · Last Updated: April 9, 2026</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-4" role="alert">
|
||||
<i class="bi bi-info-circle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Your privacy matters to us. This Privacy Policy explains what information Powder Coating Logix collects,
|
||||
how we use it, and what choices you have. By using the Service you agree to the collection and use of
|
||||
information as described in this policy.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<nav class="mb-5">
|
||||
<p class="fw-semibold mb-2 small text-muted text-uppercase" style="letter-spacing:.05em">Contents</p>
|
||||
<ol class="small ps-3">
|
||||
<li><a href="#p-1" class="text-decoration-none">Information We Collect</a></li>
|
||||
<li><a href="#p-2" class="text-decoration-none">How We Use Your Information</a></li>
|
||||
<li><a href="#p-3" class="text-decoration-none">How We Share Your Information</a></li>
|
||||
<li><a href="#p-4" class="text-decoration-none">Data Retention</a></li>
|
||||
<li><a href="#p-5" class="text-decoration-none">Security</a></li>
|
||||
<li><a href="#p-6" class="text-decoration-none">Your Rights & Choices</a></li>
|
||||
<li><a href="#p-7" class="text-decoration-none">Cookies & Tracking</a></li>
|
||||
<li><a href="#p-8" class="text-decoration-none">Third-Party Services</a></li>
|
||||
<li><a href="#p-9" class="text-decoration-none">Children's Privacy</a></li>
|
||||
<li><a href="#p-10" class="text-decoration-none">International Transfers</a></li>
|
||||
<li><a href="#p-ccpa" class="text-decoration-none">California Privacy Rights (CCPA)</a></li>
|
||||
<li><a href="#p-11" class="text-decoration-none">Changes to This Policy</a></li>
|
||||
<li><a href="#p-12" class="text-decoration-none">Contact Us</a></li>
|
||||
</ol>
|
||||
</nav>
|
||||
|
||||
<hr class="mb-5" />
|
||||
|
||||
<!-- 1 -->
|
||||
<section id="p-1" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">1. Information We Collect</h2>
|
||||
|
||||
<h6 class="fw-semibold mt-3">1.1 Information You Provide</h6>
|
||||
<ul>
|
||||
<li><strong>Account & Registration:</strong> Name, company name, email address, phone number, billing address, and password when you create an account.</li>
|
||||
<li><strong>Billing Information:</strong> Payment card details (processed and stored by Stripe — we do not store raw card numbers).</li>
|
||||
<li><strong>Business Data:</strong> All content you enter into the Service — customer records, job details, quotes, invoices, inventory, equipment records, photos, and any other business information.</li>
|
||||
<li><strong>Communications:</strong> Messages you send to our support team, survey responses, and feedback.</li>
|
||||
</ul>
|
||||
|
||||
<h6 class="fw-semibold mt-3">1.2 Information We Collect Automatically</h6>
|
||||
<ul>
|
||||
<li><strong>Log Data:</strong> IP address, browser type, operating system, pages visited, time and date of access, and referring URLs.</li>
|
||||
<li><strong>Usage Data:</strong> Features used, actions taken, and session duration.</li>
|
||||
<li><strong>Device Information:</strong> Device type, screen resolution, and browser version.</li>
|
||||
<li><strong>Cookies:</strong> Session and authentication cookies necessary to operate the Service. See Section 7 for details.</li>
|
||||
</ul>
|
||||
|
||||
<h6 class="fw-semibold mt-3">1.3 Information from Third Parties</h6>
|
||||
<ul>
|
||||
<li><strong>Payment Processors:</strong> Stripe may share transaction status, billing address, and payment method details with us.</li>
|
||||
<li><strong>Email & SMS Providers:</strong> Delivery status information from SendGrid and Twilio.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- 2 -->
|
||||
<section id="p-2" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">2. How We Use Your Information</h2>
|
||||
<p>We use the information we collect to:</p>
|
||||
<ul>
|
||||
<li>Provide, operate, and maintain the Service;</li>
|
||||
<li>Process payments and manage your subscription;</li>
|
||||
<li>Send transactional emails (account confirmation, invoices, password resets, subscription notifications);</li>
|
||||
<li>Respond to support requests and communicate with you about the Service;</li>
|
||||
<li>Send product updates, release notes, and announcements (you may opt out of non-essential communications);</li>
|
||||
<li>Monitor and analyze usage to improve and develop the Service;</li>
|
||||
<li>Detect, investigate, and prevent fraudulent activity and security incidents;</li>
|
||||
<li>Comply with legal obligations.</li>
|
||||
</ul>
|
||||
<p>
|
||||
We do not sell your personal information or your Customer Data to third parties. We do not use your
|
||||
Customer Data to train AI models beyond what is necessary to deliver features you explicitly use within
|
||||
the Service.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 3 -->
|
||||
<section id="p-3" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">3. How We Share Your Information</h2>
|
||||
<p>We share your information only in the following circumstances:</p>
|
||||
<ul>
|
||||
<li><strong>Service Providers:</strong> We share data with trusted vendors who help us operate the Service (Stripe, SendGrid, Twilio, Microsoft Azure, Anthropic). These providers are contractually obligated to use your information only to provide services to us and in compliance with applicable law.</li>
|
||||
<li><strong>Legal Requirements:</strong> We may disclose information if required by law, regulation, court order, or government request, or if we believe disclosure is necessary to protect our rights or the safety of any person.</li>
|
||||
<li><strong>Business Transfers:</strong> If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice within the Service before such a transfer.</li>
|
||||
<li><strong>With Your Consent:</strong> We may share information for any other purpose with your explicit consent.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- 4 -->
|
||||
<section id="p-4" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">4. Data Retention</h2>
|
||||
<p>
|
||||
We retain your account information and Customer Data for as long as your account is active or as needed
|
||||
to provide the Service. After account termination, we retain data for up to 90 days to allow you to
|
||||
export it, after which it may be permanently deleted.
|
||||
</p>
|
||||
<p>
|
||||
We may retain certain information for longer periods where required by law, to resolve disputes, or to
|
||||
enforce our agreements.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 5 -->
|
||||
<section id="p-5" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">5. Security</h2>
|
||||
<p>
|
||||
We implement industry-standard technical and organizational measures to protect your information from
|
||||
unauthorized access, disclosure, alteration, and destruction. These measures include:
|
||||
</p>
|
||||
<ul>
|
||||
<li>Encrypted data transmission (HTTPS/TLS);</li>
|
||||
<li>Encrypted storage of sensitive credentials;</li>
|
||||
<li>Role-based access controls;</li>
|
||||
<li>Regular security audits and monitoring.</li>
|
||||
</ul>
|
||||
<p>
|
||||
No method of transmission over the internet or electronic storage is 100% secure. While we strive to
|
||||
protect your information, we cannot guarantee its absolute security. In the event of a data breach that
|
||||
affects your information, we will notify you as required by applicable law.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 6 -->
|
||||
<section id="p-6" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">6. Your Rights & Choices</h2>
|
||||
<p>Depending on your location, you may have the following rights regarding your personal information:</p>
|
||||
<ul>
|
||||
<li><strong>Access:</strong> Request a copy of the personal information we hold about you.</li>
|
||||
<li><strong>Correction:</strong> Request correction of inaccurate or incomplete information.</li>
|
||||
<li><strong>Deletion:</strong> Request deletion of your personal information, subject to legal obligations.</li>
|
||||
<li><strong>Portability:</strong> Request a machine-readable export of your data.</li>
|
||||
<li><strong>Opt-Out:</strong> Opt out of non-essential marketing communications at any time via the unsubscribe link in our emails or by contacting us.</li>
|
||||
</ul>
|
||||
<p>
|
||||
To exercise any of these rights, contact us at <a href="mailto:privacy@powdercoatinglogix.com">privacy@powdercoatinglogix.com</a>.
|
||||
We will respond within 30 days. We may need to verify your identity before processing your request.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 7 -->
|
||||
<section id="p-7" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">7. Cookies & Tracking</h2>
|
||||
<p>
|
||||
We use cookies and similar technologies to operate and improve the Service. The cookies we use include:
|
||||
</p>
|
||||
<ul>
|
||||
<li><strong>Essential/Session Cookies:</strong> Required to keep you logged in and for security (anti-CSRF). These cannot be disabled without breaking the Service.</li>
|
||||
<li><strong>Preference Cookies:</strong> Remember your settings such as sidebar state and filter preferences.</li>
|
||||
<li><strong>Analytics:</strong> We may use aggregated, anonymized usage data to understand how users interact with the Service.</li>
|
||||
</ul>
|
||||
<p>
|
||||
We do not use third-party advertising cookies or sell cookie data to advertisers.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 8 -->
|
||||
<section id="p-8" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">8. Third-Party Services</h2>
|
||||
<p>
|
||||
The Service relies on the following key third-party providers, each with their own privacy policies:
|
||||
</p>
|
||||
<ul>
|
||||
<li><strong>Stripe</strong> — Payment processing: <a href="https://stripe.com/privacy" target="_blank" rel="noopener noreferrer">stripe.com/privacy</a></li>
|
||||
<li><strong>SendGrid (Twilio)</strong> — Email delivery: <a href="https://www.twilio.com/en-us/legal/privacy" target="_blank" rel="noopener noreferrer">twilio.com/legal/privacy</a></li>
|
||||
<li><strong>Microsoft Azure</strong> — Cloud infrastructure: <a href="https://privacy.microsoft.com/en-us/privacystatement" target="_blank" rel="noopener noreferrer">privacy.microsoft.com</a></li>
|
||||
<li><strong>Anthropic</strong> — AI features: <a href="https://www.anthropic.com/legal/privacy" target="_blank" rel="noopener noreferrer">anthropic.com/legal/privacy</a></li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- 9 -->
|
||||
<section id="p-9" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">9. Children's Privacy</h2>
|
||||
<p>
|
||||
The Service is not directed to individuals under 18 years of age. We do not knowingly collect personal
|
||||
information from children. If we become aware that a child under 18 has provided us with personal
|
||||
information, we will take steps to delete such information. If you believe we have inadvertently collected
|
||||
information from a minor, please contact us immediately.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 10 -->
|
||||
<section id="p-10" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">10. International Data Transfers</h2>
|
||||
<p>
|
||||
The Service is operated in the United States. If you access the Service from outside the United States,
|
||||
your information may be transferred to, stored, and processed in the United States where our servers are
|
||||
located and our central database is operated. By using the Service, you consent to the transfer of your
|
||||
information to the United States.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 11 — CCPA -->
|
||||
<section id="p-ccpa" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">11. California Privacy Rights (CCPA)</h2>
|
||||
<p>
|
||||
If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with additional
|
||||
rights regarding your personal information.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">We Do Not Sell Your Personal Information</h6>
|
||||
<p>
|
||||
Powder Coating Logix does <strong>not sell</strong> your personal information to third parties, and has
|
||||
not done so in the preceding 12 months. You do not need to opt out of a sale because no sale occurs.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">Your CCPA Rights</h6>
|
||||
<p>California residents have the right to:</p>
|
||||
<ul>
|
||||
<li><strong>Know</strong> what personal information we collect, use, and disclose about you;</li>
|
||||
<li><strong>Delete</strong> personal information we have collected from you (subject to certain exceptions);</li>
|
||||
<li><strong>Correct</strong> inaccurate personal information we hold about you;</li>
|
||||
<li><strong>Opt out</strong> of the sale or sharing of personal information (not applicable — we do not sell);</li>
|
||||
<li><strong>Non-discrimination</strong> for exercising any of your CCPA rights.</li>
|
||||
</ul>
|
||||
<h6 class="fw-semibold mt-3">How to Submit a Request</h6>
|
||||
<p>
|
||||
To exercise your CCPA rights, contact us at <a href="mailto:privacy@powdercoatinglogix.com">privacy@powdercoatinglogix.com</a>
|
||||
with the subject line <em>"California Privacy Request."</em> We will respond within 45 days.
|
||||
We may need to verify your identity before processing your request.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">Authorized Agents</h6>
|
||||
<p>
|
||||
You may designate an authorized agent to submit a request on your behalf. We will require written
|
||||
authorization from you and may verify your identity directly.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 12 -->
|
||||
<section id="p-11" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">12. Changes to This Policy</h2>
|
||||
<p>
|
||||
We may update this Privacy Policy from time to time. When we make material changes, we will notify you
|
||||
by email or through a notice in the Service at least 14 days before the changes take effect. The updated
|
||||
policy will display a new "Last Updated" date at the top.
|
||||
</p>
|
||||
<p>
|
||||
Your continued use of the Service after the effective date of any updated policy constitutes your
|
||||
acceptance of the changes.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 12 -->
|
||||
<section id="p-12" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">12. Contact Us</h2>
|
||||
<p>
|
||||
If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us:
|
||||
</p>
|
||||
<address class="ps-3">
|
||||
<strong>Powder Coating Logix — Privacy</strong><br />
|
||||
Email: <a href="mailto:privacy@powdercoatinglogix.com">privacy@powdercoatinglogix.com</a><br />
|
||||
Support: <a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a><br />
|
||||
Website: <a href="http://www.powdercoatinglogix.com" target="_blank" rel="noopener noreferrer">www.powdercoatinglogix.com</a>
|
||||
</address>
|
||||
</section>
|
||||
|
||||
<hr />
|
||||
<p class="text-muted small text-center mt-4">
|
||||
© @DateTime.UtcNow.Year Powder Coating Logix. All rights reserved. ·
|
||||
<a asp-controller="Home" asp-action="TermsOfService" class="text-decoration-none">Terms of Service</a>
|
||||
</p>
|
||||
|
||||
</div>
|
||||
|
||||
@@ -1,162 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Security";
|
||||
}
|
||||
|
||||
<div class="container py-5" style="max-width:860px">
|
||||
|
||||
<h1 class="h3 fw-bold mb-1"><i class="bi bi-shield-check me-2 text-primary"></i>Security at Powder Coating Logix</h1>
|
||||
<p class="text-muted small mb-4">Last Updated: April 9, 2026</p>
|
||||
|
||||
<p class="lead mb-5">
|
||||
Your business data and your customers' data are the most important things you've trusted us with.
|
||||
Here is how we protect them.
|
||||
</p>
|
||||
|
||||
<div class="row g-4 mb-5">
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100 border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title fw-semibold"><i class="bi bi-lock-fill text-primary me-2"></i>Encryption</h5>
|
||||
<ul class="small mb-0">
|
||||
<li class="mb-1"><strong>In transit:</strong> All communication between your browser and our servers is encrypted using TLS 1.2 or higher. HTTP is automatically redirected to HTTPS.</li>
|
||||
<li class="mb-1"><strong>At rest:</strong> Databases and file storage are encrypted using AES-256 via Microsoft Azure's native encryption.</li>
|
||||
<li><strong>Passwords:</strong> Stored as bcrypt hashes — we never store or see your plain-text password.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100 border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title fw-semibold"><i class="bi bi-building text-primary me-2"></i>Infrastructure</h5>
|
||||
<ul class="small mb-0">
|
||||
<li class="mb-1"><strong>Hosted on Microsoft Azure</strong> — enterprise-grade cloud infrastructure with SOC 2 Type II, ISO 27001, and FedRAMP certifications.</li>
|
||||
<li class="mb-1"><strong>Geo-redundant storage</strong> ensures your data is replicated across multiple data centers.</li>
|
||||
<li><strong>Daily automated backups</strong> with 7-day retention.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100 border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title fw-semibold"><i class="bi bi-people-fill text-primary me-2"></i>Access Controls</h5>
|
||||
<ul class="small mb-0">
|
||||
<li class="mb-1"><strong>Role-based permissions:</strong> Each user in your account has a role that limits what they can see and do — Admins, Managers, Employees, Shop Floor, and Read-Only.</li>
|
||||
<li class="mb-1"><strong>Multi-tenancy isolation:</strong> Your data is logically isolated from all other customers at the database level via row-level filtering.</li>
|
||||
<li><strong>Internal access:</strong> Platform engineers access production data only when required for support, under the principle of least privilege.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100 border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title fw-semibold"><i class="bi bi-credit-card-fill text-primary me-2"></i>Payment Security</h5>
|
||||
<ul class="small mb-0">
|
||||
<li class="mb-1"><strong>Stripe handles all payment processing.</strong> We never see, store, or transmit your card numbers — Stripe's PCI DSS Level 1 certified infrastructure handles that directly.</li>
|
||||
<li class="mb-1"><strong>Stripe Connect</strong> is used for online invoice payments, meaning funds flow directly to your Stripe account.</li>
|
||||
<li>Stripe's security details: <a href="https://stripe.com/docs/security" target="_blank" rel="noopener noreferrer">stripe.com/docs/security</a></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100 border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title fw-semibold"><i class="bi bi-shield-lock-fill text-primary me-2"></i>Authentication</h5>
|
||||
<ul class="small mb-0">
|
||||
<li class="mb-1"><strong>Strong password requirements:</strong> Minimum 8 characters with uppercase, lowercase, digit, and special character.</li>
|
||||
<li class="mb-1"><strong>Two-factor authentication (2FA):</strong> Available for all user accounts via authenticator app.</li>
|
||||
<li class="mb-1"><strong>Anti-brute-force rate limiting</strong> on login and registration endpoints.</li>
|
||||
<li><strong>CSRF protection</strong> on all state-changing forms.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card h-100 border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title fw-semibold"><i class="bi bi-eye-fill text-primary me-2"></i>Monitoring & Logging</h5>
|
||||
<ul class="small mb-0">
|
||||
<li class="mb-1"><strong>Structured application logging</strong> via Serilog with daily log rotation.</li>
|
||||
<li class="mb-1"><strong>Azure Monitor</strong> provides infrastructure-level anomaly detection and alerting.</li>
|
||||
<li class="mb-1"><strong>Audit logs</strong> record key administrative actions within your account.</li>
|
||||
<li>System administrators receive real-time alerts for critical errors.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Application Security Practices</h2>
|
||||
<ul>
|
||||
<li class="mb-1"><strong>SQL injection prevention:</strong> All database access uses Entity Framework Core with parameterized queries.</li>
|
||||
<li class="mb-1"><strong>XSS prevention:</strong> All user-supplied content is HTML-encoded by default via Razor's automatic escaping.</li>
|
||||
<li class="mb-1"><strong>Content Security Policy (CSP):</strong> HTTP headers restrict which scripts and resources can load on our pages.</li>
|
||||
<li class="mb-1"><strong>HSTS:</strong> HTTP Strict Transport Security enforced to prevent protocol downgrade attacks.</li>
|
||||
<li class="mb-1"><strong>Secure file uploads:</strong> File type validation and path traversal protection on all upload endpoints.</li>
|
||||
<li class="mb-1"><strong>Dependency updates:</strong> NuGet packages reviewed and updated regularly to address known vulnerabilities.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Third-Party Security</h2>
|
||||
<p>
|
||||
We rely on the following vendors for core functionality, each of which maintains their own security programs:
|
||||
</p>
|
||||
<ul>
|
||||
<li><strong>Microsoft Azure</strong> — ISO 27001, SOC 2, FedRAMP</li>
|
||||
<li><strong>Stripe</strong> — PCI DSS Level 1</li>
|
||||
<li><strong>SendGrid / Twilio</strong> — ISO 27001, SOC 2</li>
|
||||
<li><strong>Anthropic</strong> — Enterprise AI security program</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Your Responsibilities</h2>
|
||||
<p>Security is a shared responsibility. You can help protect your account by:</p>
|
||||
<ul>
|
||||
<li>Using a strong, unique password and enabling 2FA;</li>
|
||||
<li>Not sharing login credentials between users — each person should have their own account;</li>
|
||||
<li>Assigning the minimum role necessary for each user's job;</li>
|
||||
<li>Revoking access promptly when an employee leaves;</li>
|
||||
<li>Reporting suspicious activity immediately.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Responsible Disclosure</h2>
|
||||
<p>
|
||||
If you believe you have found a security vulnerability in Powder Coating Logix, please report it
|
||||
responsibly by emailing <a href="mailto:security@powdercoatinglogix.com">security@powdercoatinglogix.com</a>.
|
||||
We ask that you:
|
||||
</p>
|
||||
<ul>
|
||||
<li>Give us reasonable time to investigate and remediate before any public disclosure;</li>
|
||||
<li>Not access, modify, or delete data belonging to other users;</li>
|
||||
<li>Not perform denial-of-service testing.</li>
|
||||
</ul>
|
||||
<p>
|
||||
We will acknowledge your report within 2 business days and work with you to understand and address
|
||||
the issue. We appreciate responsible security research.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">Questions</h2>
|
||||
<p>
|
||||
For security questions or concerns, contact us at
|
||||
<a href="mailto:security@powdercoatinglogix.com">security@powdercoatinglogix.com</a>.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<hr />
|
||||
<p class="text-muted small text-center mt-4">
|
||||
© @DateTime.UtcNow.Year Powder Coating Logix ·
|
||||
<a asp-controller="Home" asp-action="TermsOfService" class="text-decoration-none">Terms of Service</a> ·
|
||||
<a asp-controller="Home" asp-action="Privacy" class="text-decoration-none">Privacy Policy</a>
|
||||
</p>
|
||||
|
||||
</div>
|
||||
|
||||
@@ -1,256 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Service Level Agreement";
|
||||
}
|
||||
|
||||
<div class="container py-5" style="max-width:860px">
|
||||
|
||||
<h1 class="h3 fw-bold mb-1">Service Level Agreement (SLA)</h1>
|
||||
<p class="text-muted small mb-4">Effective Date: April 9, 2026 · Last Updated: April 9, 2026</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-4" role="alert">
|
||||
<i class="bi bi-info-circle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
This Service Level Agreement applies to all paid subscribers of Powder Coating Logix and is
|
||||
incorporated into the <a asp-controller="Home" asp-action="TermsOfService">Terms of Service</a>.
|
||||
Free trial accounts are not covered by this SLA.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<nav class="mb-5">
|
||||
<p class="fw-semibold mb-2 small text-muted text-uppercase" style="letter-spacing:.05em">Contents</p>
|
||||
<ol class="small ps-3">
|
||||
<li><a href="#sla-1" class="text-decoration-none">Uptime Commitment</a></li>
|
||||
<li><a href="#sla-2" class="text-decoration-none">Measurement & Reporting</a></li>
|
||||
<li><a href="#sla-3" class="text-decoration-none">Scheduled Maintenance</a></li>
|
||||
<li><a href="#sla-4" class="text-decoration-none">Support Response Times</a></li>
|
||||
<li><a href="#sla-5" class="text-decoration-none">Incident Severity Levels</a></li>
|
||||
<li><a href="#sla-6" class="text-decoration-none">Service Credits</a></li>
|
||||
<li><a href="#sla-7" class="text-decoration-none">Exclusions</a></li>
|
||||
<li><a href="#sla-8" class="text-decoration-none">Data Backup & Recovery</a></li>
|
||||
<li><a href="#sla-9" class="text-decoration-none">Claiming Credits</a></li>
|
||||
<li><a href="#sla-10" class="text-decoration-none">Changes to This SLA</a></li>
|
||||
</ol>
|
||||
</nav>
|
||||
|
||||
<hr class="mb-5" />
|
||||
|
||||
<section id="sla-1" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">1. Uptime Commitment</h2>
|
||||
<p>
|
||||
Powder Coating Logix commits to a monthly uptime of <strong>99.0%</strong> for the core application
|
||||
(dashboard, jobs, quotes, invoices, customers, inventory, and equipment modules) during each calendar month.
|
||||
</p>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered table-sm align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Monthly Uptime</th>
|
||||
<th>Maximum Allowed Downtime / Month</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>≥ 99.0% <span class="badge bg-success ms-1">Committed</span></td>
|
||||
<td>≤ 7 hours 18 minutes</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>98.0% – 98.9%</td>
|
||||
<td>7h 19m – 14h 24m</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>< 98.0%</td>
|
||||
<td>> 14h 24m — credit eligible (see Section 6)</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<p class="small text-muted">
|
||||
"Downtime" means the Service is completely unavailable to all users. Degraded performance or partial
|
||||
unavailability of non-core features does not constitute downtime for SLA purposes.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="sla-2" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">2. Measurement & Reporting</h2>
|
||||
<p>
|
||||
Uptime is calculated per calendar month using our infrastructure monitoring tools hosted on Microsoft Azure.
|
||||
Uptime percentage is calculated as:
|
||||
</p>
|
||||
<div class="bg-light rounded p-3 font-monospace small mb-3">
|
||||
Uptime % = ((Total minutes in month − Downtime minutes) / Total minutes in month) × 100
|
||||
</div>
|
||||
<p>
|
||||
Scheduled maintenance windows (Section 3) are excluded from downtime calculations.
|
||||
We publish incident updates and post-mortems at <strong>support@powdercoatinglogix.com</strong>
|
||||
upon request. We do not currently maintain a public status page but intend to add one in a future release.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="sla-3" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">3. Scheduled Maintenance</h2>
|
||||
<p>
|
||||
We may perform scheduled maintenance that temporarily interrupts the Service. We will provide at least
|
||||
<strong>48 hours advance notice</strong> via in-app notification and/or email for maintenance windows
|
||||
expected to exceed 30 minutes.
|
||||
</p>
|
||||
<ul>
|
||||
<li><strong>Preferred window:</strong> Sundays 2:00 AM – 5:00 AM Eastern Time</li>
|
||||
<li><strong>Emergency maintenance:</strong> May occur without advance notice when required to address critical security vulnerabilities or prevent data loss. We will notify users as quickly as possible.</li>
|
||||
</ul>
|
||||
<p>All scheduled maintenance time is excluded from the downtime calculation in Section 1.</p>
|
||||
</section>
|
||||
|
||||
<section id="sla-4" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">4. Support Response Times</h2>
|
||||
<p>
|
||||
Support is available by email at <a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a>.
|
||||
Response times are measured in <strong>business hours</strong> (Monday–Friday, 9 AM–5 PM Eastern, excluding
|
||||
US federal holidays).
|
||||
</p>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Severity</th>
|
||||
<th>Description</th>
|
||||
<th>First Response</th>
|
||||
<th>Target Resolution</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Critical</span></td>
|
||||
<td>Service completely unavailable; data loss or corruption</td>
|
||||
<td>4 business hours</td>
|
||||
<td>1 business day</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">High</span></td>
|
||||
<td>Core feature broken; significant workflow impact</td>
|
||||
<td>1 business day</td>
|
||||
<td>3 business days</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Medium</span></td>
|
||||
<td>Feature impaired; workaround available</td>
|
||||
<td>2 business days</td>
|
||||
<td>10 business days</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Low</span></td>
|
||||
<td>Cosmetic issue; general questions; feature requests</td>
|
||||
<td>3 business days</td>
|
||||
<td>Best effort</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<p class="small text-muted">
|
||||
"First Response" means an acknowledgment that we received and are investigating your request.
|
||||
"Target Resolution" is a goal, not a guarantee — complex issues may take longer.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="sla-5" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">5. Incident Severity Levels</h2>
|
||||
<p>
|
||||
When reporting an issue, please provide as much detail as possible (steps to reproduce, screenshots, affected users).
|
||||
We classify severity based on business impact:
|
||||
</p>
|
||||
<ul>
|
||||
<li><strong>Critical:</strong> Complete outage, data loss, or security breach affecting all users.</li>
|
||||
<li><strong>High:</strong> A primary workflow (jobs, quotes, invoices) is broken for some or all users with no workaround.</li>
|
||||
<li><strong>Medium:</strong> A feature is impaired but a workaround exists, or the impact is limited to non-core features.</li>
|
||||
<li><strong>Low:</strong> Minor cosmetic issues, performance questions, or feature enhancement requests.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section id="sla-6" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">6. Service Credits</h2>
|
||||
<p>
|
||||
If we fail to meet the 99.0% monthly uptime commitment, you may request a service credit applied to your
|
||||
next billing cycle:
|
||||
</p>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered table-sm align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Monthly Uptime Achieved</th>
|
||||
<th>Credit</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>98.0% – 98.9%</td><td>10% of monthly fee</td></tr>
|
||||
<tr><td>95.0% – 97.9%</td><td>25% of monthly fee</td></tr>
|
||||
<tr><td>< 95.0%</td><td>50% of monthly fee</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<p>
|
||||
Service credits are your sole and exclusive remedy for downtime. Credits are not redeemable for cash and
|
||||
cannot exceed 50% of your monthly fee for the affected month. Credits are forfeited if your account has
|
||||
any outstanding unpaid balance.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="sla-7" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">7. Exclusions</h2>
|
||||
<p>The uptime commitment and service credits do not apply to downtime caused by:</p>
|
||||
<ul>
|
||||
<li>Scheduled maintenance windows (Section 3);</li>
|
||||
<li>Events beyond our reasonable control (force majeure — natural disasters, power outages, internet backbone failures);</li>
|
||||
<li>Third-party service failures (Stripe, SendGrid, Twilio, Azure infrastructure outages outside our control);</li>
|
||||
<li>Your actions or inactions, including misconfiguration, unauthorized access by your users, or exceeding plan limits;</li>
|
||||
<li>Beta features or features explicitly labeled as experimental;</li>
|
||||
<li>Free trial accounts.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<section id="sla-8" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">8. Data Backup & Recovery</h2>
|
||||
<ul>
|
||||
<li><strong>Backup frequency:</strong> Daily automated backups of all customer data.</li>
|
||||
<li><strong>Retention:</strong> Backups retained for a minimum of 7 days.</li>
|
||||
<li><strong>Recovery point objective (RPO):</strong> Up to 24 hours of data loss in a worst-case disaster scenario.</li>
|
||||
<li><strong>Recovery time objective (RTO):</strong> We target restoration within 4 business hours of a confirmed data loss event requiring backup restoration.</li>
|
||||
</ul>
|
||||
<p class="small text-muted">
|
||||
You are responsible for maintaining your own independent backups of critical business data.
|
||||
Use the Data Export feature (Settings › Data Export) to download your data at any time.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="sla-9" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">9. Claiming Service Credits</h2>
|
||||
<p>
|
||||
To claim a service credit, email <a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a>
|
||||
within <strong>30 days</strong> of the end of the calendar month in which the downtime occurred. Include:
|
||||
</p>
|
||||
<ol>
|
||||
<li>Your company name and account email;</li>
|
||||
<li>The dates and times of the downtime you experienced;</li>
|
||||
<li>A brief description of the impact on your business.</li>
|
||||
</ol>
|
||||
<p>
|
||||
We will review your request and respond within 5 business days. Approved credits will be applied to your
|
||||
next invoice.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="sla-10" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">10. Changes to This SLA</h2>
|
||||
<p>
|
||||
We may update this SLA at any time with at least <strong>30 days' written notice</strong> before any
|
||||
reduction in commitments takes effect. Improvements to the SLA may take effect immediately. Continued use
|
||||
of the Service after the effective date of a revised SLA constitutes your acceptance of the changes.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<hr />
|
||||
<p class="text-muted small text-center mt-4">
|
||||
© @DateTime.UtcNow.Year Powder Coating Logix ·
|
||||
<a asp-controller="Home" asp-action="TermsOfService" class="text-decoration-none">Terms of Service</a> ·
|
||||
<a asp-controller="Home" asp-action="Privacy" class="text-decoration-none">Privacy Policy</a>
|
||||
</p>
|
||||
|
||||
</div>
|
||||
|
||||
@@ -1,461 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Terms of Service";
|
||||
Layout = "~/Views/Shared/_Layout.cshtml";
|
||||
}
|
||||
|
||||
<div class="container py-5" style="max-width:860px">
|
||||
|
||||
<h1 class="h3 fw-bold mb-1">Terms of Service</h1>
|
||||
<p class="text-muted small mb-4">Effective Date: April 9, 2026 · Last Updated: April 9, 2026</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-4" role="alert">
|
||||
<i class="bi bi-info-circle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
Please read these Terms of Service carefully before using Powder Coating Logix. By creating an account
|
||||
or using the Service you agree to be bound by these terms. If you do not agree, do not use the Service.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<nav class="mb-5">
|
||||
<p class="fw-semibold mb-2 small text-muted text-uppercase" style="letter-spacing:.05em">Contents</p>
|
||||
<ol class="small ps-3">
|
||||
<li><a href="#section-1" class="text-decoration-none">Definitions</a></li>
|
||||
<li><a href="#section-2" class="text-decoration-none">Acceptance of Terms</a></li>
|
||||
<li><a href="#section-3" class="text-decoration-none">Description of Service</a></li>
|
||||
<li><a href="#section-4" class="text-decoration-none">Account Registration & Security</a></li>
|
||||
<li><a href="#section-5" class="text-decoration-none">Subscriptions, Fees & Payment</a></li>
|
||||
<li><a href="#section-6" class="text-decoration-none">Free Trials</a></li>
|
||||
<li><a href="#section-7" class="text-decoration-none">Acceptable Use</a></li>
|
||||
<li><a href="#section-8" class="text-decoration-none">Intellectual Property</a></li>
|
||||
<li><a href="#section-9" class="text-decoration-none">Your Data</a></li>
|
||||
<li><a href="#section-10" class="text-decoration-none">Confidentiality</a></li>
|
||||
<li><a href="#section-11" class="text-decoration-none">Third-Party Services</a></li>
|
||||
<li><a href="#section-12" class="text-decoration-none">Disclaimer of Warranties</a></li>
|
||||
<li><a href="#section-13" class="text-decoration-none">Limitation of Liability</a></li>
|
||||
<li><a href="#section-14" class="text-decoration-none">Indemnification</a></li>
|
||||
<li><a href="#section-15" class="text-decoration-none">Termination</a></li>
|
||||
<li><a href="#section-16" class="text-decoration-none">Dispute Resolution & Governing Law</a></li>
|
||||
<li><a href="#section-17" class="text-decoration-none">Changes to These Terms</a></li>
|
||||
<li><a href="#section-18" class="text-decoration-none">General Provisions</a></li>
|
||||
<li><a href="#section-19" class="text-decoration-none">Contact Us</a></li>
|
||||
</ol>
|
||||
</nav>
|
||||
|
||||
<hr class="mb-5" />
|
||||
|
||||
<!-- 1 -->
|
||||
<section id="section-1" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">1. Definitions</h2>
|
||||
<p>As used in these Terms:</p>
|
||||
<ul>
|
||||
<li><strong>"Agreement"</strong> means these Terms of Service together with any Order Form, subscription confirmation, or other documents incorporated by reference.</li>
|
||||
<li><strong>"Company," "we," "us," or "our"</strong> means Powder Coating Logix and its affiliates, successors, and assigns.</li>
|
||||
<li><strong>"Customer," "you," or "your"</strong> means the business entity or individual who registers for and uses the Service.</li>
|
||||
<li><strong>"Service"</strong> means the Powder Coating Logix cloud-based software application, including all features, APIs, dashboards, mobile interfaces, and related documentation made available at <strong>powdercoatinglogix.com</strong> or via any associated URL.</li>
|
||||
<li><strong>"User"</strong> means any individual authorized by you to access the Service under your account.</li>
|
||||
<li><strong>"Customer Data"</strong> means all data, records, files, and content submitted to the Service by you or your Users.</li>
|
||||
<li><strong>"Subscription Plan"</strong> means the tier of Service you have purchased, as described on our pricing page or order form.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- 2 -->
|
||||
<section id="section-2" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">2. Acceptance of Terms</h2>
|
||||
<p>
|
||||
By clicking "Create Account," accessing the Service, or otherwise indicating your acceptance, you represent
|
||||
that (a) you have read and understood this Agreement; (b) you have authority to bind the Customer entity to
|
||||
this Agreement; and (c) you agree to be bound by all terms herein. If you are accepting on behalf of a company
|
||||
or other legal entity, you represent that you have the authority to bind that entity.
|
||||
</p>
|
||||
<p>
|
||||
If you do not agree to these Terms, you may not access or use the Service.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 3 -->
|
||||
<section id="section-3" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">3. Description of Service</h2>
|
||||
<p>
|
||||
Powder Coating Logix is a business management platform designed for powder coating shops. The Service includes
|
||||
modules for job tracking, quoting, invoicing, customer management, inventory, equipment maintenance, reporting,
|
||||
and related functions as described in our current documentation.
|
||||
</p>
|
||||
<p>
|
||||
We reserve the right to modify, update, or discontinue any feature of the Service at any time. We will make
|
||||
commercially reasonable efforts to notify you of material changes that negatively affect your use of the Service.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 4 -->
|
||||
<section id="section-4" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">4. Account Registration & Security</h2>
|
||||
<p>
|
||||
To use the Service, you must register for an account and provide accurate, complete, and current information.
|
||||
You are responsible for:
|
||||
</p>
|
||||
<ul>
|
||||
<li>Maintaining the confidentiality of your account credentials;</li>
|
||||
<li>All activity that occurs under your account, whether authorized by you or not;</li>
|
||||
<li>Promptly notifying us at <strong>support@powdercoatinglogix.com</strong> of any unauthorized use of your account or any security breach.</li>
|
||||
</ul>
|
||||
<p>
|
||||
You may not share login credentials between Users. Each User must have their own unique login. We are not
|
||||
liable for any loss or damage arising from your failure to comply with these obligations.
|
||||
</p>
|
||||
<p>
|
||||
We reserve the right to suspend or terminate any account that we reasonably believe has been compromised or
|
||||
used in violation of this Agreement.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 5 -->
|
||||
<section id="section-5" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">5. Subscriptions, Fees & Payment</h2>
|
||||
<h6 class="fw-semibold mt-3">5.1 Subscription Plans</h6>
|
||||
<p>
|
||||
The Service is offered on a subscription basis. Your chosen Subscription Plan, billing cycle (monthly or
|
||||
annual), and applicable fees are confirmed at sign-up and may change upon renewal with prior notice.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">5.2 Payment</h6>
|
||||
<p>
|
||||
All fees are billed in advance via our payment processor (Stripe). You authorize us to charge your payment
|
||||
method on file for all applicable fees. If a payment fails, we may suspend your access to the Service after
|
||||
a reasonable grace period and reasonable notification attempts.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">5.3 Price Changes</h6>
|
||||
<p>
|
||||
We may adjust pricing with at least <strong>30 days' written notice</strong> before your next billing cycle.
|
||||
Continued use of the Service after a price change takes effect constitutes your acceptance of the new price.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">5.4 Refund Policy</h6>
|
||||
<p>
|
||||
All fees are non-refundable except as required by applicable law or as expressly stated in a written agreement
|
||||
with us. Unused portions of a prepaid subscription term are not refunded upon cancellation or termination.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">5.5 Taxes</h6>
|
||||
<p>
|
||||
You are responsible for all applicable taxes, levies, or duties imposed by any governmental authority on your
|
||||
subscription fees. We will charge tax where required by law.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 6 -->
|
||||
<section id="section-6" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">6. Free Trials</h2>
|
||||
<p>
|
||||
We may offer a free trial period as described at sign-up. At the end of the trial, you will be automatically
|
||||
billed for your selected Subscription Plan unless you cancel before the trial ends. We reserve the right to
|
||||
modify or terminate free trial offers at any time and without notice.
|
||||
</p>
|
||||
<p>
|
||||
Customer Data entered during a free trial may be permanently deleted if you do not convert to a paid plan.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 7 -->
|
||||
<section id="section-7" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">7. Acceptable Use</h2>
|
||||
<p>You agree not to use the Service to:</p>
|
||||
<ul>
|
||||
<li>Violate any applicable law, regulation, or third-party rights;</li>
|
||||
<li>Transmit unlawful, harmful, fraudulent, defamatory, or offensive content;</li>
|
||||
<li>Reverse engineer, decompile, disassemble, or attempt to derive the source code of the Service;</li>
|
||||
<li>Attempt to gain unauthorized access to the Service, its servers, or any related systems;</li>
|
||||
<li>Interfere with or disrupt the integrity or performance of the Service or any data contained therein;</li>
|
||||
<li>Introduce any virus, worm, trojan, or other malicious code;</li>
|
||||
<li>Use automated means (bots, scrapers) to access or collect data from the Service without prior written consent;</li>
|
||||
<li>Resell, sublicense, or otherwise make the Service available to third parties without our written consent.</li>
|
||||
</ul>
|
||||
<p>
|
||||
Violation of this section may result in immediate suspension or termination of your account without refund.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 8 -->
|
||||
<section id="section-8" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">8. Intellectual Property</h2>
|
||||
<h6 class="fw-semibold mt-3">8.1 Our Property</h6>
|
||||
<p>
|
||||
The Service, including all software, algorithms, user interfaces, designs, text, graphics, logos, and content
|
||||
created by us, is and remains the exclusive property of Powder Coating Logix and its licensors. These Terms
|
||||
do not grant you any ownership rights in the Service.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">8.2 License to Use</h6>
|
||||
<p>
|
||||
Subject to your compliance with this Agreement and timely payment of fees, we grant you a limited,
|
||||
non-exclusive, non-transferable, revocable license to access and use the Service solely for your internal
|
||||
business operations during your subscription term.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">8.3 Feedback</h6>
|
||||
<p>
|
||||
If you submit suggestions, ideas, or feedback about the Service, you grant us a perpetual, irrevocable,
|
||||
worldwide, royalty-free license to use and incorporate that feedback without restriction or compensation to you.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 9 -->
|
||||
<section id="section-9" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">9. Your Data</h2>
|
||||
<h6 class="fw-semibold mt-3">9.1 Ownership</h6>
|
||||
<p>
|
||||
You retain all ownership rights to your Customer Data. We do not claim any intellectual property rights over
|
||||
the data you submit to the Service.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">9.2 License to Host</h6>
|
||||
<p>
|
||||
You grant us a limited license to host, copy, transmit, and display your Customer Data solely as necessary
|
||||
to operate and provide the Service to you.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">9.3 Accuracy</h6>
|
||||
<p>
|
||||
You are solely responsible for the accuracy, quality, and legality of your Customer Data and the means by
|
||||
which you acquired it. We do not verify the accuracy of any data you enter.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">9.4 Backups</h6>
|
||||
<p>
|
||||
While we implement reasonable backup procedures, we do not guarantee that Customer Data will not be lost.
|
||||
You are responsible for maintaining independent backups of your critical business data. We shall not be
|
||||
liable for any loss of Customer Data.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">9.5 Data Deletion</h6>
|
||||
<p>
|
||||
Upon termination of your subscription, we may retain your Customer Data for up to 90 days to allow you to
|
||||
export it. After that period, we may permanently delete all Customer Data associated with your account.
|
||||
We will make reasonable efforts to notify you before deletion.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">9.6 Privacy</h6>
|
||||
<p>
|
||||
Our collection and use of personal information is governed by our <a asp-controller="Home" asp-action="Privacy">Privacy Policy</a>,
|
||||
which is incorporated into this Agreement by reference.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 10 -->
|
||||
<section id="section-10" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">10. Confidentiality</h2>
|
||||
<p>
|
||||
Each party agrees to keep confidential any non-public information disclosed by the other party that is
|
||||
designated as confidential or that reasonably should be understood to be confidential given the nature of
|
||||
the information and circumstances of disclosure. This obligation does not apply to information that:
|
||||
</p>
|
||||
<ul>
|
||||
<li>Is or becomes publicly known through no breach of this Agreement;</li>
|
||||
<li>Was rightfully known before receipt from the disclosing party;</li>
|
||||
<li>Is independently developed without use of the confidential information; or</li>
|
||||
<li>Is required to be disclosed by law or court order, provided the receiving party gives prompt prior written notice where permitted.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- 11 -->
|
||||
<section id="section-11" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">11. Third-Party Services</h2>
|
||||
<p>
|
||||
The Service integrates with third-party services including but not limited to Stripe (payment processing),
|
||||
SendGrid (email delivery), Twilio (SMS), Microsoft Azure (cloud infrastructure), and Anthropic (AI features).
|
||||
Your use of these integrations may be subject to the third-party's own terms and privacy policies.
|
||||
</p>
|
||||
<p>
|
||||
We are not responsible for the availability, accuracy, or practices of any third-party service. We do not
|
||||
endorse and are not liable for any third-party content, products, or services.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 12 -->
|
||||
<section id="section-12" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">12. Disclaimer of Warranties</h2>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<p class="mb-2">
|
||||
<strong>THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND.</strong>
|
||||
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, POWDER COATING LOGIX AND ITS AFFILIATES,
|
||||
OFFICERS, EMPLOYEES, AGENTS, SUPPLIERS, AND LICENSORS EXPRESSLY DISCLAIM ALL WARRANTIES, WHETHER
|
||||
EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO:
|
||||
</p>
|
||||
<ul class="mb-0">
|
||||
<li>IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT;</li>
|
||||
<li>WARRANTIES THAT THE SERVICE WILL MEET YOUR REQUIREMENTS OR BE AVAILABLE ON AN UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE BASIS;</li>
|
||||
<li>WARRANTIES REGARDING THE ACCURACY, RELIABILITY, OR COMPLETENESS OF ANY CONTENT, DATA, OR RESULTS OBTAINED THROUGH THE SERVICE, INCLUDING ANY AI-GENERATED ESTIMATES OR RECOMMENDATIONS;</li>
|
||||
<li>WARRANTIES THAT ANY ERRORS OR DEFECTS WILL BE CORRECTED.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<p class="mt-3">
|
||||
AI-powered features (such as photo quoting, financial analysis, and scheduling suggestions) produce estimates
|
||||
only. All AI-generated output must be reviewed and verified by a qualified human before being relied upon
|
||||
for business decisions. We make no warranty as to the accuracy of any AI output.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 13 -->
|
||||
<section id="section-13" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">13. Limitation of Liability</h2>
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<p class="mb-2">
|
||||
<strong>TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:</strong>
|
||||
</p>
|
||||
<p class="mb-2">
|
||||
<strong>13.1 Exclusion of Consequential Damages.</strong> IN NO EVENT SHALL POWDER COATING LOGIX,
|
||||
ITS AFFILIATES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT,
|
||||
INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO
|
||||
LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF BUSINESS, LOSS OF GOODWILL, LOSS OF DATA, LOSS OF
|
||||
ANTICIPATED SAVINGS, OR COST OF SUBSTITUTE GOODS OR SERVICES, EVEN IF WE HAVE BEEN ADVISED OF
|
||||
THE POSSIBILITY OF SUCH DAMAGES.
|
||||
</p>
|
||||
<p class="mb-2">
|
||||
<strong>13.2 Cap on Liability.</strong> OUR TOTAL CUMULATIVE LIABILITY TO YOU FOR ALL CLAIMS
|
||||
ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE SERVICE — WHETHER IN CONTRACT, TORT
|
||||
(INCLUDING NEGLIGENCE), STRICT LIABILITY, OR OTHERWISE — SHALL NOT EXCEED THE GREATER OF:
|
||||
(A) THE TOTAL FEES ACTUALLY PAID BY YOU TO US IN THE <strong>THREE (3) MONTHS</strong> IMMEDIATELY
|
||||
PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100.00).
|
||||
</p>
|
||||
<p class="mb-0">
|
||||
<strong>13.3 Essential Basis.</strong> THE PARTIES ACKNOWLEDGE THAT THE LIMITATIONS OF LIABILITY
|
||||
IN THIS SECTION REFLECT A REASONABLE ALLOCATION OF RISK AND ARE AN ESSENTIAL BASIS OF THE BARGAIN
|
||||
BETWEEN THE PARTIES. WE WOULD NOT PROVIDE THE SERVICE WITHOUT THESE LIMITATIONS.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<p class="mt-3 small text-muted">
|
||||
Some jurisdictions do not allow the exclusion or limitation of incidental or consequential damages, so the
|
||||
above limitations may not apply to you to the extent prohibited by applicable law.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 14 -->
|
||||
<section id="section-14" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">14. Indemnification</h2>
|
||||
<p>
|
||||
You agree to defend, indemnify, and hold harmless Powder Coating Logix, its affiliates, officers, directors,
|
||||
employees, and agents from and against any and all claims, damages, losses, costs, and expenses (including
|
||||
reasonable attorneys' fees) arising out of or relating to:
|
||||
</p>
|
||||
<ul>
|
||||
<li>Your use of the Service in violation of this Agreement;</li>
|
||||
<li>Your Customer Data, including any claim that your Customer Data infringes or misappropriates any third-party intellectual property or privacy rights;</li>
|
||||
<li>Your violation of any applicable law or regulation;</li>
|
||||
<li>Any dispute between you and a third party, including your own customers.</li>
|
||||
</ul>
|
||||
<p>
|
||||
We reserve the right to assume exclusive control of the defense of any matter subject to indemnification
|
||||
by you, in which case you will cooperate with us in asserting any available defenses.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 15 -->
|
||||
<section id="section-15" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">15. Termination</h2>
|
||||
<h6 class="fw-semibold mt-3">15.1 By You</h6>
|
||||
<p>
|
||||
You may cancel your subscription at any time through your account settings or by contacting us at
|
||||
<strong>support@powdercoatinglogix.com</strong>. Cancellation takes effect at the end of the current
|
||||
billing period. No refunds are issued for the remaining portion of the billing period.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">15.2 By Us</h6>
|
||||
<p>
|
||||
We may suspend or terminate your access to the Service immediately, with or without notice, if:
|
||||
</p>
|
||||
<ul>
|
||||
<li>You breach any provision of this Agreement and fail to cure the breach within 10 days of written notice;</li>
|
||||
<li>You fail to pay any fees when due;</li>
|
||||
<li>We reasonably believe your use of the Service poses a security risk or legal liability;</li>
|
||||
<li>We are required to do so by law or regulation; or</li>
|
||||
<li>We discontinue the Service.</li>
|
||||
</ul>
|
||||
<h6 class="fw-semibold mt-3">15.3 Effect of Termination</h6>
|
||||
<p>
|
||||
Upon termination, your right to access and use the Service ceases immediately. Sections that by their nature
|
||||
should survive termination (including Sections 8, 9.4, 12, 13, 14, and 16) shall survive.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 16 -->
|
||||
<section id="section-16" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">16. Dispute Resolution & Governing Law</h2>
|
||||
<h6 class="fw-semibold mt-3">16.1 Governing Law</h6>
|
||||
<p>
|
||||
This Agreement shall be governed by and construed in accordance with the laws of the State of
|
||||
<strong>NC</strong>, without regard to its conflict-of-law principles.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">16.2 Informal Resolution</h6>
|
||||
<p>
|
||||
Before filing any formal legal action, the parties agree to attempt to resolve any dispute informally by
|
||||
contacting us at <strong>legal@powdercoatinglogix.com</strong>. We will try to resolve the dispute within
|
||||
30 days of receiving written notice.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">16.3 Binding Arbitration</h6>
|
||||
<p>
|
||||
If informal resolution fails, any dispute, claim, or controversy arising out of or relating to this Agreement
|
||||
or the Service shall be resolved by binding arbitration administered by the American Arbitration Association
|
||||
(AAA) under its Commercial Arbitration Rules, with the arbitration conducted in
|
||||
<strong>Clayton, NC</strong>. The arbitrator's decision shall be final and binding and may be entered
|
||||
as a judgment in any court of competent jurisdiction.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">16.4 Class Action Waiver</h6>
|
||||
<p>
|
||||
<strong>YOU AND POWDER COATING LOGIX AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN AN
|
||||
INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE
|
||||
ACTION.</strong> No arbitration or proceeding shall be joined with another without the written consent
|
||||
of all parties.
|
||||
</p>
|
||||
<h6 class="fw-semibold mt-3">16.5 Exceptions</h6>
|
||||
<p>
|
||||
Either party may seek emergency injunctive or other equitable relief in a court of competent jurisdiction
|
||||
to prevent actual or threatened infringement, misappropriation, or violation of intellectual property rights
|
||||
or confidential information without first undergoing the arbitration process.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 17 -->
|
||||
<section id="section-17" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">17. Changes to These Terms</h2>
|
||||
<p>
|
||||
We may update these Terms at any time. When we make material changes, we will notify you by email (to the
|
||||
address on file), by posting a notice in the Service, or by both. The updated Terms will display a new
|
||||
"Last Updated" date at the top. Your continued use of the Service after the effective date of any updated
|
||||
Terms constitutes your acceptance of those changes.
|
||||
</p>
|
||||
<p>
|
||||
If you do not agree with any updated Terms, you must stop using the Service and cancel your subscription
|
||||
before the effective date.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<!-- 18 -->
|
||||
<section id="section-18" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">18. General Provisions</h2>
|
||||
<ul>
|
||||
<li><strong>Entire Agreement.</strong> This Agreement constitutes the entire agreement between the parties regarding its subject matter and supersedes all prior agreements, representations, and understandings.</li>
|
||||
<li><strong>Severability.</strong> If any provision of this Agreement is found to be unenforceable, the remaining provisions will remain in full force and effect.</li>
|
||||
<li><strong>Waiver.</strong> Our failure to enforce any right or provision of this Agreement will not be deemed a waiver of such right or provision.</li>
|
||||
<li><strong>Assignment.</strong> You may not assign or transfer this Agreement or any rights hereunder without our prior written consent. We may assign this Agreement in connection with a merger, acquisition, or sale of all or substantially all of our assets.</li>
|
||||
<li><strong>Force Majeure.</strong> Neither party shall be liable for delays or failures in performance resulting from causes beyond its reasonable control, including acts of God, natural disasters, war, terrorism, civil unrest, labor disputes, or failures of third-party infrastructure providers.</li>
|
||||
<li><strong>Notices.</strong> Legal notices to us must be sent to <strong>legal@powdercoatinglogix.com</strong>. We may send notices to the email address associated with your account.</li>
|
||||
<li><strong>No Third-Party Beneficiaries.</strong> This Agreement is for the sole benefit of the parties and does not create any third-party beneficiary rights.</li>
|
||||
<li><strong>Relationship of the Parties.</strong> The parties are independent contractors. Nothing in this Agreement creates an employment, partnership, joint venture, or agency relationship.</li>
|
||||
</ul>
|
||||
</section>
|
||||
|
||||
<!-- 19 -->
|
||||
<section id="section-19" class="mb-5">
|
||||
<h2 class="h5 fw-bold border-start border-primary border-3 ps-3 mb-3">19. Contact Us</h2>
|
||||
<p>
|
||||
If you have any questions about these Terms, please contact us:
|
||||
</p>
|
||||
<address class="ps-3">
|
||||
<strong>Powder Coating Logix</strong><br />
|
||||
Email: <a href="mailto:legal@powdercoatinglogix.com">legal@powdercoatinglogix.com</a><br />
|
||||
Support: <a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a><br />
|
||||
Website: <a href="http://www.powdercoatinglogix.com" target="_blank" rel="noopener noreferrer">www.powdercoatinglogix.com</a>
|
||||
</address>
|
||||
</section>
|
||||
|
||||
<hr />
|
||||
<p class="text-muted small text-center mt-4">
|
||||
© @DateTime.UtcNow.Year Powder Coating Logix. All rights reserved. ·
|
||||
<a asp-controller="Home" asp-action="Privacy" class="text-decoration-none">Privacy Policy</a>
|
||||
</p>
|
||||
|
||||
</div>
|
||||
|
||||
@@ -1,160 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Notification History";
|
||||
ViewData["PageIcon"] = "bi-bell";
|
||||
var items = Model as IEnumerable<dynamic> ?? Enumerable.Empty<dynamic>();
|
||||
var pageNumber = (int)(ViewBag.PageNumber ?? 1);
|
||||
var pageSize = (int)(ViewBag.PageSize ?? 25);
|
||||
var totalCount = (int)(ViewBag.TotalCount ?? 0);
|
||||
var totalPages = (int)(ViewBag.TotalPages ?? 1);
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
tr.notif-unread { background: rgba(99, 102, 241, 0.08) !important; }
|
||||
tr.notif-unread:hover { background: rgba(99, 102, 241, 0.14) !important; }
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="mb-4"></div>
|
||||
|
||||
@if (!items.Any())
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body text-center py-5 text-muted">
|
||||
<i class="bi bi-bell-slash fs-1 d-block mb-3 opacity-25"></i>
|
||||
<p class="mb-0">No notifications yet.</p>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover align-middle mb-0">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:20px;"></th>
|
||||
<th>Title</th>
|
||||
<th>Message</th>
|
||||
<th>Type</th>
|
||||
<th>Received</th>
|
||||
<th>Read</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var n in items)
|
||||
{
|
||||
bool isRead = (bool)n.IsRead;
|
||||
string title = (string)n.Title;
|
||||
string message = (string)n.Message;
|
||||
string? link = (string?)n.Link;
|
||||
string notifType = (string)n.NotificationType;
|
||||
DateTime createdAt = ((DateTime)n.CreatedAt).Tz(ViewBag.CompanyTimeZone as string);
|
||||
DateTime? readAt = n.ReadAt == null ? (DateTime?)null : ((DateTime)n.ReadAt).Tz(ViewBag.CompanyTimeZone as string);
|
||||
<tr class="@(!isRead ? "notif-unread" : "") notif-history-row" style="cursor:pointer;"
|
||||
data-id="@n.Id"
|
||||
data-title="@title"
|
||||
data-message="@message"
|
||||
data-link="@(link ?? "")"
|
||||
data-type="@notifType"
|
||||
data-is-read="@(isRead ? "1" : "0")"
|
||||
data-created-at="@createdAt.ToString("MMM d, yyyy h:mm tt")">
|
||||
<td>
|
||||
@if (!isRead)
|
||||
{
|
||||
<span title="Unread" style="display:inline-block;width:10px;height:10px;background:#6366f1;border-radius:50%;"></span>
|
||||
}
|
||||
</td>
|
||||
<td class="@(!isRead ? "fw-semibold" : "text-muted")">
|
||||
@if (!string.IsNullOrEmpty(link))
|
||||
{
|
||||
<a href="@link" class="text-decoration-none">@title</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
@title
|
||||
}
|
||||
</td>
|
||||
<td class="text-muted small" style="max-width:320px;">@message</td>
|
||||
<td><span class="badge bg-secondary bg-opacity-25 text-body small">@notifType</span></td>
|
||||
<td class="text-nowrap small text-muted">@createdAt.ToString("MMM d, yyyy h:mm tt")</td>
|
||||
<td class="text-nowrap small text-muted">
|
||||
@if (readAt.HasValue)
|
||||
{
|
||||
@readAt.Value.ToString("MMM d, h:mm tt")
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-primary bg-opacity-10 text-primary">Unread</span>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
@if (totalPages > 1)
|
||||
{
|
||||
<div class="card-footer d-flex justify-content-between align-items-center">
|
||||
<small class="text-muted">
|
||||
Showing @((pageNumber - 1) * pageSize + 1)–@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount
|
||||
</small>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
<li class="page-item @(pageNumber <= 1 ? "disabled" : "")">
|
||||
<a class="page-link" href="?pageNumber=@(pageNumber - 1)&pageSize=@pageSize">‹</a>
|
||||
</li>
|
||||
@for (var p = Math.Max(1, pageNumber - 2); p <= Math.Min(totalPages, pageNumber + 2); p++)
|
||||
{
|
||||
<li class="page-item @(p == pageNumber ? "active" : "")">
|
||||
<a class="page-link" href="?pageNumber=@p&pageSize=@pageSize">@p</a>
|
||||
</li>
|
||||
}
|
||||
<li class="page-item @(pageNumber >= totalPages ? "disabled" : "")">
|
||||
<a class="page-link" href="?pageNumber=@(pageNumber + 1)&pageSize=@pageSize">›</a>
|
||||
</li>
|
||||
</ul>
|
||||
</nav>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', () => {
|
||||
document.querySelectorAll('.notif-history-row').forEach(row => {
|
||||
row.addEventListener('click', () => {
|
||||
const n = {
|
||||
id: parseInt(row.dataset.id),
|
||||
title: row.dataset.title,
|
||||
message: row.dataset.message,
|
||||
link: row.dataset.link || null,
|
||||
notificationType: row.dataset.type,
|
||||
isRead: row.dataset.isRead === '1',
|
||||
createdAt: row.dataset.createdAt
|
||||
};
|
||||
|
||||
// Open the shared detail modal
|
||||
notifBell.openDetail(n, null);
|
||||
|
||||
// Update this row's visual state if it was unread
|
||||
if (!n.isRead) {
|
||||
row.classList.remove('notif-unread');
|
||||
row.dataset.isRead = '1';
|
||||
const dot = row.querySelector('[title="Unread"]');
|
||||
if (dot) dot.remove();
|
||||
const badge = row.querySelector('.badge.text-primary');
|
||||
if (badge) badge.remove();
|
||||
const titleCell = row.querySelector('td:nth-child(2)');
|
||||
if (titleCell) {
|
||||
titleCell.classList.remove('fw-semibold');
|
||||
titleCell.classList.add('text-muted');
|
||||
}
|
||||
}
|
||||
});
|
||||
});
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,441 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Inventory.CreateInventoryItemDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Add Inventory Item";
|
||||
ViewData["PageIcon"] = "bi-box-seam";
|
||||
ViewData["PageHelpTitle"] = "Add Inventory Item";
|
||||
ViewData["PageHelpContent"] = "Add a new material to inventory — powder coatings, consumables, or other shop supplies. Select a category first to auto-generate a SKU. Use AI Lookup to fill in manufacturer details from a part number. Set Reorder Point and Reorder Quantity so the system can alert you when stock runs low.";
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-10">
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to List
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body p-4">
|
||||
<form asp-action="Create" method="post">
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<!-- Basic Information -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-info-circle me-2 text-primary"></i>Basic Information
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Basic Information"
|
||||
data-bs-content="Name and SKU are required. Category drives how the item is filtered and used in quotes — choosing a Powder Coating category shows the Coating Specifications section. SKU is auto-generated from the category prefix but you can edit it. Description is optional free text for internal notes.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="InventoryCategoryId" class="form-label">Category <span class="text-danger">*</span></label>
|
||||
<select asp-for="InventoryCategoryId" class="form-select" id="field-category"
|
||||
asp-items="@ViewBag.Categories"
|
||||
data-coating-map="@ViewBag.CategoryIsCoatingJson">
|
||||
<option value="">Select category</option>
|
||||
</select>
|
||||
<span asp-validation-for="InventoryCategoryId" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="SKU" class="form-label">SKU <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<input asp-for="SKU" class="form-control" id="field-sku" placeholder="Select a category to auto-generate" />
|
||||
<button type="button" class="btn btn-outline-secondary" id="btn-regen-sku" title="Regenerate SKU" style="display:none;">
|
||||
<i class="bi bi-arrow-clockwise"></i>
|
||||
</button>
|
||||
</div>
|
||||
<span asp-validation-for="SKU" class="text-danger"></span>
|
||||
<div class="form-text">Auto-generated when you pick a category. You can edit it.</div>
|
||||
</div>
|
||||
<div class="col-12" id="wrap-name">
|
||||
<label asp-for="Name" class="form-label">Name <span class="text-danger">*</span></label>
|
||||
<input asp-for="Name" class="form-control" id="field-name" placeholder="Enter product name" />
|
||||
<span asp-validation-for="Name" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12" id="wrap-description">
|
||||
<label asp-for="Description" class="form-label">Description</label>
|
||||
<textarea asp-for="Description" class="form-control" id="field-description" rows="2"></textarea>
|
||||
<span asp-validation-for="Description" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Product Details -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0 d-flex align-items-center">
|
||||
<i class="bi bi-palette me-2 text-primary"></i>Product Details
|
||||
<button type="button" class="btn btn-sm btn-primary ms-2" id="smart-lookup-btn">
|
||||
<i class="bi bi-search me-1"></i>Lookup
|
||||
</button>
|
||||
@if ((bool)(ViewBag.AiInventoryAssistEnabled ?? false))
|
||||
{
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary ms-1 d-lg-none" id="scan-label-btn" title="Scan a powder bag label with your camera">
|
||||
<i class="bi bi-qr-code-scan me-1"></i>Scan Label
|
||||
</button>
|
||||
}
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Product Details"
|
||||
data-bs-content="Manufacturer, part number, color name, color code, and finish describe the physical product. Use Lookup to auto-fill these fields — it checks the product catalog first, then falls back to AI. Coverage is how many sq ft one pound coats at 1 mil thickness (typical: 30). Transfer Efficiency is what percentage of the powder actually sticks (typical: 60–70%). Both values are used to calculate Powder Needed on quotes and jobs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div id="ai-lookup-status" class="alert alert-info d-none py-2 small mb-3"></div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Manufacturer" class="form-label">Manufacturer</label>
|
||||
<input asp-for="Manufacturer" class="form-control" id="field-manufacturer" placeholder="e.g., Tiger Drylac, Sherwin-Williams" />
|
||||
<span asp-validation-for="Manufacturer" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="ManufacturerPartNumber" class="form-label">Manufacturer Part Number</label>
|
||||
<input asp-for="ManufacturerPartNumber" class="form-control" id="field-partnumber" />
|
||||
<span asp-validation-for="ManufacturerPartNumber" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-colorname">
|
||||
<label asp-for="ColorName" class="form-label">Color Name</label>
|
||||
<input asp-for="ColorName" class="form-control" id="field-colorname" placeholder="e.g., Illusion Malbec" />
|
||||
<span asp-validation-for="ColorName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-colorcode">
|
||||
<label asp-for="ColorCode" class="form-label">Color Code</label>
|
||||
<input asp-for="ColorCode" class="form-control" id="field-colorcode" placeholder="e.g., RAL9005" />
|
||||
<span asp-validation-for="ColorCode" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-finish">
|
||||
<label asp-for="Finish" class="form-label">Finish</label>
|
||||
<input asp-for="Finish" class="form-control" id="field-finish" placeholder="e.g., Gloss, Matte" />
|
||||
<span asp-validation-for="Finish" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12" id="wrap-specpageurl">
|
||||
<label asp-for="SpecPageUrl" class="form-label">Product URL</label>
|
||||
<div class="input-group">
|
||||
<input asp-for="SpecPageUrl" class="form-control" id="field-specpageurl" placeholder="https://..." />
|
||||
<a id="field-specpageurl-link" href="#" target="_blank" class="btn btn-outline-secondary d-none" title="Open spec page">
|
||||
<i class="bi bi-box-arrow-up-right"></i>
|
||||
</a>
|
||||
</div>
|
||||
<span asp-validation-for="SpecPageUrl" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="SdsUrl" class="form-label">Safety Data Sheet (SDS)</label>
|
||||
<div class="input-group">
|
||||
<input asp-for="SdsUrl" class="form-control" id="field-sdsurl" placeholder="https://…" />
|
||||
<a id="field-sdsurl-link" href="@Model.SdsUrl" target="_blank"
|
||||
class="btn btn-outline-secondary @(string.IsNullOrWhiteSpace(Model.SdsUrl) ? "d-none" : "")" title="Open SDS">
|
||||
<i class="bi bi-file-earmark-pdf"></i>
|
||||
</a>
|
||||
</div>
|
||||
<span asp-validation-for="SdsUrl" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="TdsUrl" class="form-label">Technical Data Sheet (TDS)</label>
|
||||
<div class="input-group">
|
||||
<input asp-for="TdsUrl" class="form-control" id="field-tdsurl" placeholder="https://…" />
|
||||
<a id="field-tdsurl-link" href="@Model.TdsUrl" target="_blank"
|
||||
class="btn btn-outline-secondary @(string.IsNullOrWhiteSpace(Model.TdsUrl) ? "d-none" : "")" title="Open TDS">
|
||||
<i class="bi bi-file-earmark-text"></i>
|
||||
</a>
|
||||
</div>
|
||||
<span asp-validation-for="TdsUrl" class="text-danger"></span>
|
||||
</div>
|
||||
<input asp-for="ImageUrl" type="hidden" id="field-imageurl" />
|
||||
<div class="col-12" id="wrap-imagepreview" style="display:@(Model.ImageUrl != null ? "" : "none");">
|
||||
<label class="form-label text-muted small">Product Image (from AI Lookup)</label>
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<img id="field-imagepreview-img" src="@Model.ImageUrl" alt="Product image"
|
||||
style="max-height:120px;max-width:160px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;background:#f8f9fa;padding:4px;" />
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" id="btn-clear-image" title="Remove image">
|
||||
<i class="bi bi-x me-1"></i>Remove
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-coverage">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="CoverageSqFtPerLb" class="form-label mb-0">Coverage (@ViewBag.CoverageUnit)</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Coverage"
|
||||
data-bs-content="Manufacturer theoretical coverage for this powder, typically based on about 1.5 mil film thickness. Many powders land around 70 to 120 sq ft/lb. Used together with Transfer Efficiency to calculate how much powder to order for a job.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="CoverageSqFtPerLb" type="number" step="0.01" min="0" value="30" class="form-control" id="field-coverage" placeholder="e.g., 78" />
|
||||
<span asp-validation-for="CoverageSqFtPerLb" class="text-danger"></span>
|
||||
<small class="form-text text-muted">Theoretical coverage from the TDS, usually expressed in sq ft/lb</small>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-specificgravity">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="SpecificGravity" class="form-label mb-0">Specific Gravity</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Specific Gravity"
|
||||
data-bs-content="Specific gravity from the powder's technical data sheet. This is useful reference data on its own and can also be used to derive theoretical coverage when the TDS omits a direct coverage number.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="SpecificGravity" type="number" step="0.01" min="0" class="form-control" id="field-specificgravity" placeholder="e.g., 1.65" />
|
||||
<span asp-validation-for="SpecificGravity" class="text-danger"></span>
|
||||
<small class="form-text text-muted">Store the TDS specific gravity for future reference and calculations</small>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-transfer">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="TransferEfficiency" class="form-label mb-0">Transfer Efficiency (%)</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Transfer Efficiency"
|
||||
data-bs-content="The percentage of powder that actually adheres to the part rather than being lost as overspray. Electrostatic spray guns typically achieve 60–70%. A lower efficiency means you need to order more powder per job. The system uses this value in the Powder Needed calculation on quotes.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="TransferEfficiency" type="number" step="0.01" min="0" max="100" value="65" class="form-control" id="field-transfer" placeholder="65" />
|
||||
<span asp-validation-for="TransferEfficiency" class="text-danger"></span>
|
||||
<small class="form-text text-muted">Percentage of coating that sticks to the part (default: 65%)</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Coating Specs (shown for coating-type items) -->
|
||||
<div class="mb-4" id="coating-specs-section">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-thermometer-half text-primary"></i>Coating Specifications
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Coating Specifications"
|
||||
data-bs-content="Cure Temperature and Cure Time come from the manufacturer's tech data sheet — they tell the oven operator the correct bake profile. Requires Clear Coat flags powders that need a clear top coat for durability or finish. Color Families tag this powder for filtering and matching in the quote wizard (e.g., a teal powder would get both Green and Blue).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="CureTemperatureF" class="form-label">Cure Temperature (°F)</label>
|
||||
<input asp-for="CureTemperatureF" type="number" step="1" min="200" max="500" class="form-control" id="field-curetemp" placeholder="e.g., 375" />
|
||||
<span asp-validation-for="CureTemperatureF" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="CureTimeMinutes" class="form-label">Cure Time (minutes)</label>
|
||||
<input asp-for="CureTimeMinutes" type="number" step="1" min="1" max="120" class="form-control" id="field-curetime" placeholder="e.g., 15" />
|
||||
<span asp-validation-for="CureTimeMinutes" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4 d-flex align-items-end">
|
||||
<div class="form-check mb-2">
|
||||
<input asp-for="RequiresClearCoat" class="form-check-input" type="checkbox" id="field-clearcoat" />
|
||||
<label asp-for="RequiresClearCoat" class="form-check-label fw-medium">Requires Clear Coat</label>
|
||||
<div class="form-text">Check if this powder needs a clear top coat</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label class="form-label mb-0">Color Families</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Color Families"
|
||||
data-bs-content="Click chips to tag which base color families this powder belongs to. A metallic teal would be tagged Green and Blue; a bronze would be tagged Brown and Gold. These tags drive color-match filtering when customers request a specific color in a quote.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="ColorFamilies" type="hidden" id="field-colorfamilies" />
|
||||
<div class="d-flex flex-wrap gap-2 mt-1" id="color-family-chips">
|
||||
@foreach (var fam in new[] { "Red","Orange","Yellow","Green","Blue","Purple","Pink","Brown","Black","White","Gray","Silver","Gold","Bronze","Copper","Clear" })
|
||||
{
|
||||
<span class="badge color-family-chip" data-family="@fam"
|
||||
style="cursor:pointer;font-size:.8rem;padding:.35em .7em;">@fam</span>
|
||||
}
|
||||
</div>
|
||||
<div class="form-text">Click to toggle which primary color families this powder belongs to (e.g., Teal = Green + Blue)</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stock Information -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-boxes me-2 text-primary"></i>Stock Information
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Stock Information"
|
||||
data-bs-content="Quantity on Hand is your current starting stock. Reorder Point is the threshold at which the system shows a Low Stock alert — when quantity drops to this level it's time to reorder. Reorder Quantity is how much to order in one batch. Location is the shelf or bin label so staff can find the material quickly.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="QuantityOnHand" class="form-label">Quantity on Hand</label>
|
||||
<input asp-for="QuantityOnHand" type="number" step="0.01" min="0" value="0" class="form-control" />
|
||||
<span asp-validation-for="QuantityOnHand" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="UnitOfMeasure" class="form-label">Unit of Measure</label>
|
||||
<select asp-for="UnitOfMeasure" class="form-select" asp-items="@ViewBag.UnitsOfMeasure"></select>
|
||||
<span asp-validation-for="UnitOfMeasure" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="Location" class="form-label">Location</label>
|
||||
<input asp-for="Location" class="form-control" placeholder="e.g., Shelf A3" />
|
||||
<span asp-validation-for="Location" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="ReorderPoint" class="form-label mb-0">Reorder Point</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Reorder Point"
|
||||
data-bs-content="When Quantity on Hand falls at or below this number a Low Stock warning appears on the item and in the Inventory summary. Set it high enough to cover your lead time — for example if delivery takes a week and you use 2 lb/day, set the reorder point to at least 14 lbs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="ReorderPoint" type="number" step="0.01" min="0" value="0" class="form-control" />
|
||||
<span asp-validation-for="ReorderPoint" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="ReorderQuantity" class="form-label mb-0">Reorder Quantity</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Reorder Quantity"
|
||||
data-bs-content="The standard quantity to order when restocking — typically a full case or pallet quantity from your supplier. This is informational and appears as a suggested order amount when the item is flagged as low stock.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="ReorderQuantity" type="number" step="0.01" min="0" value="0" class="form-control" />
|
||||
<span asp-validation-for="ReorderQuantity" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Pricing & Vendor -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-currency-dollar me-2 text-primary"></i>Pricing & Vendor
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Pricing & Vendor"
|
||||
data-bs-content="Unit Cost is what you pay per unit (lb, each, etc.) — this is used to calculate total stock value and feeds into job cost calculations. Primary Vendor links to your supplier record for quick reference and purchase ordering.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="UnitCost" class="form-label">Unit Cost</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="UnitCost" type="number" step="0.01" min="0" value="0" class="form-control" id="field-unitcost" />
|
||||
</div>
|
||||
<span asp-validation-for="UnitCost" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="PrimaryVendorId" class="form-label">Primary Vendor</label>
|
||||
<select asp-for="PrimaryVendorId" class="form-select" id="field-vendor" asp-items="@ViewBag.Vendors"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">Select vendor</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
<span asp-validation-for="PrimaryVendorId" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Financial Accounts -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-journal-bookmark me-2 text-primary"></i>Financial Accounts
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Financial Accounts"
|
||||
data-bs-content="Inventory Account is the asset account where the value of this stock sits on the balance sheet (e.g., 1200 Inventory — Powder). COGS Account is debited when this material is consumed on a job (e.g., 5000 Cost of Goods Sold). Leave blank to use the company defaults set in your Chart of Accounts.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<p class="text-muted small mb-3">Map this item to chart-of-account entries for proper balance sheet and cost tracking. Leave blank to use defaults.</p>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="InventoryAccountId" class="form-label"></label>
|
||||
<select asp-for="InventoryAccountId" class="form-select" asp-items="ViewBag.InventoryAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=4" data-quick-add-title="Add Inventory Account">
|
||||
<option value="">(Default inventory account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Asset account where inventory value is tracked (e.g., 1200 Inventory - Powder).</small>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="CogsAccountId" class="form-label"></label>
|
||||
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
|
||||
<option value="">(Default COGS account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Expense account debited when this material is consumed on a job.</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notes & Status -->
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-journal-text me-2 text-primary"></i>Notes
|
||||
</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label asp-for="Notes" class="form-label">Additional Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="3"></textarea>
|
||||
<span asp-validation-for="Notes" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<div class="form-check">
|
||||
<input asp-for="IsIncoming" class="form-check-input" id="IsIncoming" />
|
||||
<label class="form-check-label fw-semibold" for="IsIncoming">
|
||||
<i class="bi bi-truck me-1 text-warning"></i>Incoming / On Order
|
||||
</label>
|
||||
</div>
|
||||
<small class="text-muted d-block mt-1">
|
||||
Check this when the powder has been ordered but not yet received. It will appear with an "Incoming" badge in the inventory list and can be selected on quotes so staff can print QR codes while the powder is in transit. Pricing will charge for the full ordered quantity.
|
||||
</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Form Actions -->
|
||||
<div class="d-flex gap-2 justify-content-end pt-3 border-top">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary px-4">Cancel</a>
|
||||
<button type="submit" class="btn btn-primary px-4">
|
||||
<i class="bi bi-check-circle me-2"></i>Create Item
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if ((bool)(ViewBag.AiInventoryAssistEnabled ?? false))
|
||||
{
|
||||
<partial name="_LabelScanModal" />
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
<script>const inventoryFormIsCreate = true;</script>
|
||||
<partial name="_InventoryColorFamilyScripts" />
|
||||
<script src="~/js/inventory-catalog-lookup.js"></script>
|
||||
@if ((bool)(ViewBag.AiInventoryAssistEnabled ?? false))
|
||||
{
|
||||
<script src="~/js/inventory-label-scan.js"></script>
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,921 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Inventory.InventoryItemDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"{Model.Name}";
|
||||
ViewData["PageIcon"] = "bi-box-seam";
|
||||
ViewData["PageHelpTitle"] = "Inventory Item";
|
||||
ViewData["PageHelpContent"] = "Full detail for this inventory item. Stock Information shows current quantity and reorder thresholds — a Low Stock banner appears when quantity is at or below the Reorder Point. Pricing shows Unit Cost (what you paid), Average Cost (weighted average across purchases), and Total Stock Value. Use the Actions panel to edit, view jobs using this powder, or delete the item.";
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
.color-family-chip {
|
||||
background: #e9ecef;
|
||||
color: #495057;
|
||||
border: 1.5px solid #ced4da;
|
||||
font-size: .8rem;
|
||||
padding: .35em .7em;
|
||||
}
|
||||
.color-family-chip[data-family="Red"] { border-left: 4px solid #dc3545; }
|
||||
.color-family-chip[data-family="Orange"] { border-left: 4px solid #fd7e14; }
|
||||
.color-family-chip[data-family="Yellow"] { border-left: 4px solid #ffc107; }
|
||||
.color-family-chip[data-family="Green"] { border-left: 4px solid #198754; }
|
||||
.color-family-chip[data-family="Blue"] { border-left: 4px solid #0d6efd; }
|
||||
.color-family-chip[data-family="Purple"] { border-left: 4px solid #6f42c1; }
|
||||
.color-family-chip[data-family="Pink"] { border-left: 4px solid #d63384; }
|
||||
.color-family-chip[data-family="Brown"] { border-left: 4px solid #795548; }
|
||||
.color-family-chip[data-family="Black"] { border-left: 4px solid #212529; }
|
||||
.color-family-chip[data-family="White"] { border-left: 4px solid #adb5bd; }
|
||||
.color-family-chip[data-family="Gray"] { border-left: 4px solid #6c757d; }
|
||||
.color-family-chip[data-family="Silver"] { border-left: 4px solid #b0bec5; }
|
||||
.color-family-chip[data-family="Gold"] { border-left: 4px solid #ffd700; }
|
||||
.color-family-chip[data-family="Bronze"] { border-left: 4px solid #cd7f32; }
|
||||
.color-family-chip[data-family="Copper"] { border-left: 4px solid #b87333; }
|
||||
.color-family-chip[data-family="Clear"] { border-left: 4px solid #adb5bd; }
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-10">
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div>
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
@if (Model.IsOutOfStock)
|
||||
{
|
||||
<span class="badge bg-dark"><i class="bi bi-x-circle me-1"></i>Out of Stock</span>
|
||||
}
|
||||
else if (Model.IsLowStock)
|
||||
{
|
||||
<span class="badge bg-danger"><i class="bi bi-exclamation-triangle me-1"></i>Low Stock</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-success"><i class="bi bi-check-circle me-1"></i>In Stock</span>
|
||||
}
|
||||
</div>
|
||||
<p class="text-muted mb-1">SKU: @Model.SKU</p>
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<span class="badge bg-secondary bg-opacity-10 text-secondary">@Model.Category</span>
|
||||
@if (Model.IsActive)
|
||||
{
|
||||
<span class="badge bg-success"><i class="bi bi-check-circle me-1"></i>Active</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger"><i class="bi bi-x-circle me-1"></i>Inactive</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-warning">
|
||||
<i class="bi bi-pencil me-2"></i>Edit
|
||||
</a>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to List
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Status Banners -->
|
||||
@if (Model.IsOutOfStock)
|
||||
{
|
||||
<div class="alert alert-dark alert-permanent d-flex align-items-center mb-3">
|
||||
<i class="bi bi-x-circle me-2"></i>
|
||||
<div><strong>Out of Stock:</strong> No quantity on hand. Use Stock Adjustment to add inventory.</div>
|
||||
</div>
|
||||
}
|
||||
else if (Model.IsLowStock)
|
||||
{
|
||||
<div class="alert alert-warning alert-permanent d-flex align-items-center mb-3">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>
|
||||
<div><strong>Low Stock:</strong> Current quantity (@Model.QuantityOnHand @Model.UnitOfMeasure) is at or below the reorder point (@Model.ReorderPoint @Model.UnitOfMeasure)</div>
|
||||
</div>
|
||||
}
|
||||
@if (!Model.IsActive)
|
||||
{
|
||||
<div class="alert alert-danger alert-permanent d-flex align-items-center mb-3">
|
||||
<i class="bi bi-x-circle me-2"></i>
|
||||
<div><strong>Status:</strong> This item is inactive</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- Left Column -->
|
||||
<div class="col-lg-8">
|
||||
|
||||
<!-- Item Details (Basic + Product merged) -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-2 d-flex align-items-center justify-content-between">
|
||||
<h6 class="mb-0 fw-semibold"><i class="bi bi-info-circle me-2 text-primary"></i>Item Details</h6>
|
||||
@if ((bool)(ViewBag.IsCoating ?? false))
|
||||
{
|
||||
<div class="form-check form-switch mb-0" id="samplePanelCard">
|
||||
<input class="form-check-input" type="checkbox" role="switch"
|
||||
id="samplePanelToggle" @(Model.HasSamplePanel ? "checked" : "")
|
||||
onchange="toggleSamplePanel(@Model.Id, this.checked)" />
|
||||
<label class="form-check-label small" for="samplePanelToggle">
|
||||
<i class="bi bi-palette me-1 text-primary"></i>I have a swatch/sample of this color
|
||||
</label>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<div class="card-body py-3">
|
||||
<div class="row g-2">
|
||||
@if (!string.IsNullOrEmpty(Model.Description))
|
||||
{
|
||||
<div class="col-12">
|
||||
<p class="mb-0">@Model.Description</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.ColorName) || !string.IsNullOrEmpty(Model.Manufacturer))
|
||||
{
|
||||
<div class="col-12"><hr class="my-2" /></div>
|
||||
@if (!string.IsNullOrEmpty(Model.Manufacturer))
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Manufacturer</label>
|
||||
<p class="mb-0">@Model.Manufacturer</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.ColorName))
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Color Name</label>
|
||||
<p class="mb-0">@Model.ColorName</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.Finish))
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Finish</label>
|
||||
<p class="mb-0">@Model.Finish</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.ColorCode))
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Color Code</label>
|
||||
<p class="mb-0">@Model.ColorCode</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.ManufacturerPartNumber))
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Mfr Part #</label>
|
||||
<p class="mb-0">@Model.ManufacturerPartNumber</p>
|
||||
</div>
|
||||
}
|
||||
@if (Model.CoverageSqFtPerLb.HasValue)
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Coverage / lb</label>
|
||||
<p class="mb-0">@Model.CoverageSqFtPerLb.Value @ViewBag.CoverageUnit</p>
|
||||
</div>
|
||||
}
|
||||
@if (Model.TransferEfficiency.HasValue)
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Transfer Efficiency</label>
|
||||
<p class="mb-0">@Model.TransferEfficiency.Value%</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.SpecPageUrl))
|
||||
{
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Product URL</label>
|
||||
<p class="mb-0">
|
||||
<a href="@Model.SpecPageUrl" target="_blank" class="text-decoration-none">
|
||||
<i class="bi bi-box-arrow-up-right me-1"></i>View on Manufacturer's Web Site
|
||||
</a>
|
||||
</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.SdsUrl) || !string.IsNullOrEmpty(Model.TdsUrl))
|
||||
{
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Data Sheets</label>
|
||||
<div class="d-flex gap-2 flex-wrap">
|
||||
@if (!string.IsNullOrEmpty(Model.SdsUrl))
|
||||
{
|
||||
<a href="@Model.SdsUrl" target="_blank" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-file-earmark-pdf me-1"></i>Safety Data Sheet
|
||||
</a>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.TdsUrl))
|
||||
{
|
||||
<a href="@Model.TdsUrl" target="_blank" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-file-earmark-text me-1"></i>Technical Data Sheet
|
||||
</a>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.Notes))
|
||||
{
|
||||
<div class="col-12"><hr class="my-2" /></div>
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Notes</label>
|
||||
<p class="mb-0" style="white-space: pre-wrap;">@Model.Notes</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Coating Specifications -->
|
||||
@{
|
||||
var hasCoatingSpecs = Model.CureTemperatureF.HasValue || Model.CureTimeMinutes.HasValue || Model.RequiresClearCoat || !string.IsNullOrEmpty(Model.ColorFamilies);
|
||||
}
|
||||
@if (hasCoatingSpecs)
|
||||
{
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-2">
|
||||
<h6 class="mb-0 fw-semibold"><i class="bi bi-thermometer-half me-2 text-primary"></i>Coating Specifications</h6>
|
||||
</div>
|
||||
<div class="card-body py-3">
|
||||
<div class="row g-2">
|
||||
@if (Model.CureTemperatureF.HasValue)
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Cure Temperature</label>
|
||||
<p class="mb-0">@((int)Model.CureTemperatureF.Value)°F</p>
|
||||
</div>
|
||||
}
|
||||
@if (Model.CureTimeMinutes.HasValue)
|
||||
{
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Cure Time</label>
|
||||
<p class="mb-0">@Model.CureTimeMinutes.Value min</p>
|
||||
</div>
|
||||
}
|
||||
<div class="col-md-4">
|
||||
<label class="text-muted small mb-1">Requires Clear Coat</label>
|
||||
<p class="mb-0">
|
||||
@if (Model.RequiresClearCoat)
|
||||
{
|
||||
<span class="badge bg-warning text-dark"><i class="bi bi-check me-1"></i>Yes</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">No</span>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(Model.ColorFamilies))
|
||||
{
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Color Families</label>
|
||||
<div class="d-flex flex-wrap gap-1 mt-1">
|
||||
@foreach (var fam in Model.ColorFamilies.Split(',', StringSplitOptions.RemoveEmptyEntries).Select(f => f.Trim()).Where(f => !string.IsNullOrWhiteSpace(f)))
|
||||
{
|
||||
<span class="badge color-family-chip" data-family="@fam">@fam</span>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
|
||||
<!-- Financial Accounts -->
|
||||
@if (Model.InventoryAccountId.HasValue || Model.CogsAccountId.HasValue)
|
||||
{
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-2">
|
||||
<h6 class="mb-0 fw-semibold"><i class="bi bi-journal-bookmark me-2 text-primary"></i>Financial Accounts</h6>
|
||||
</div>
|
||||
<div class="card-body py-3">
|
||||
<div class="row g-2">
|
||||
@if (Model.InventoryAccountId.HasValue)
|
||||
{
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">Inventory Account</label>
|
||||
<p class="mb-0">@(Model.InventoryAccountName ?? "—")</p>
|
||||
</div>
|
||||
}
|
||||
@if (Model.CogsAccountId.HasValue)
|
||||
{
|
||||
<div class="col-md-6">
|
||||
<label class="text-muted small mb-1">COGS Account</label>
|
||||
<p class="mb-0">@(Model.CogsAccountName ?? "—")</p>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Sample Photos -->
|
||||
<div id="samplePhotosSection" style="display:none;">
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-2 d-flex justify-content-between align-items-center">
|
||||
<h6 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-images me-2 text-primary"></i>Sample Photos
|
||||
<span class="badge bg-secondary rounded-pill ms-1 fw-normal" id="samplePhotoTotalBadge" style="font-size:.7rem;"></span>
|
||||
</h6>
|
||||
<button class="btn btn-sm btn-outline-primary" id="btnViewAllPhotos">View All</button>
|
||||
</div>
|
||||
<div class="card-body py-3">
|
||||
<div id="samplePhotoStrip" style="display:flex; gap:10px; overflow-x:auto; padding-bottom:4px;"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- Right Column -->
|
||||
<div class="col-lg-4">
|
||||
@if (!string.IsNullOrWhiteSpace(Model.ImageUrl))
|
||||
{
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-body p-3 text-center">
|
||||
<a href="#" data-bs-toggle="modal" data-bs-target="#imageModal" title="Click to enlarge" style="cursor:zoom-in;">
|
||||
<img src="@Model.ImageUrl" alt="@Model.Name"
|
||||
style="max-width:100%;max-height:200px;object-fit:contain;" />
|
||||
</a>
|
||||
<div class="text-muted small mt-1"><i class="bi bi-zoom-in me-1"></i>Click to enlarge</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Image Lightbox Modal -->
|
||||
<div class="modal fade" id="imageModal" tabindex="-1" aria-label="Product image">
|
||||
<div class="modal-dialog modal-lg modal-dialog-centered">
|
||||
<div class="modal-content border-0 bg-transparent shadow-none">
|
||||
<div class="modal-body p-0 text-center position-relative">
|
||||
<button type="button" class="btn-close btn-close-white position-absolute top-0 end-0 m-2" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
<img src="@Model.ImageUrl" alt="@Model.Name"
|
||||
style="max-width:100%;max-height:85vh;object-fit:contain;border-radius:6px;" />
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Stock, Pricing & Status -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-2 d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0 fw-semibold"><i class="bi bi-boxes me-2 text-primary"></i>Stock & Pricing</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Stock & Pricing"
|
||||
data-bs-content="Quantity on Hand is what's currently in the shop. Reorder Point triggers a Low Stock alert when stock falls to or below that value. Unit Cost is what you paid per unit. Average Cost is the weighted average across all purchases. Total Stock Value is Quantity × Unit Cost.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body py-3">
|
||||
<div class="row g-2">
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Qty on Hand</label>
|
||||
<p class="fw-semibold mb-0 @(Model.IsOutOfStock ? "text-dark" : Model.IsLowStock ? "text-danger" : "text-success")">
|
||||
@Model.QuantityOnHand.ToString("N2") @Model.UnitOfMeasure
|
||||
</p>
|
||||
</div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Location</label>
|
||||
<p class="mb-0">@(Model.Location ?? "—")</p>
|
||||
</div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Reorder Point</label>
|
||||
<p class="mb-0">@Model.ReorderPoint.ToString("N2") @Model.UnitOfMeasure</p>
|
||||
</div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Reorder Qty</label>
|
||||
<p class="mb-0">@Model.ReorderQuantity.ToString("N2") @Model.UnitOfMeasure</p>
|
||||
</div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Min Stock</label>
|
||||
<p class="mb-0">@Model.MinimumStock.ToString("N2") @Model.UnitOfMeasure</p>
|
||||
</div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Max Stock</label>
|
||||
<p class="mb-0">@Model.MaximumStock.ToString("N2") @Model.UnitOfMeasure</p>
|
||||
</div>
|
||||
<div class="col-12"><hr class="my-2" /></div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Unit Cost</label>
|
||||
<p class="fw-semibold mb-0">@Model.UnitCost.ToString("C")</p>
|
||||
</div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Average Cost</label>
|
||||
<p class="mb-0">@Model.AverageCost.ToString("C")</p>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Total Stock Value</label>
|
||||
<p class="fw-semibold text-primary mb-0 fs-5">@((Model.QuantityOnHand * Model.UnitCost).ToString("C"))</p>
|
||||
</div>
|
||||
@if (Model.LastPurchaseDate.HasValue)
|
||||
{
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Last Purchase</label>
|
||||
<p class="mb-0">@Model.LastPurchasePrice.ToString("C")</p>
|
||||
</div>
|
||||
<div class="col-6">
|
||||
<label class="text-muted small mb-1">Purchase Date</label>
|
||||
<p class="mb-0 small">@Model.LastPurchaseDate.Value.ToString("MMM dd, yyyy")</p>
|
||||
</div>
|
||||
}
|
||||
@if (Model.PrimaryVendorId.HasValue || !string.IsNullOrEmpty(Model.VendorPartNumber))
|
||||
{
|
||||
<div class="col-12"><hr class="my-2" /></div>
|
||||
@if (Model.PrimaryVendorId.HasValue)
|
||||
{
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Primary Vendor</label>
|
||||
<p class="mb-0">@Model.PrimaryVendorName</p>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(Model.VendorPartNumber))
|
||||
{
|
||||
<div class="col-12">
|
||||
<label class="text-muted small mb-1">Vendor Part #</label>
|
||||
<p class="mb-0">@Model.VendorPartNumber</p>
|
||||
</div>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Actions -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-2">
|
||||
<h6 class="mb-0 fw-semibold"><i class="bi bi-lightning me-2 text-primary"></i>Actions</h6>
|
||||
</div>
|
||||
<div class="card-body py-3">
|
||||
<div class="d-grid gap-2">
|
||||
<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-outline-primary">
|
||||
<i class="bi bi-pencil me-2"></i>Edit Item
|
||||
</a>
|
||||
<button type="button" class="btn btn-outline-success" data-bs-toggle="modal" data-bs-target="#stockAdjustmentModal">
|
||||
<i class="bi bi-plus-slash-minus me-2"></i>Stock Adjustment
|
||||
</button>
|
||||
<a asp-action="Label" asp-route-id="@Model.Id" target="_blank" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-qr-code me-2"></i>Print QR Label
|
||||
</a>
|
||||
<a asp-action="Ledger" asp-route-inventoryItemId="@Model.Id" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-journal-text me-2"></i>View Activity History
|
||||
</a>
|
||||
<button type="button" class="btn btn-outline-info" data-bs-toggle="modal" data-bs-target="#jobsUsingModal" id="btnJobsUsing">
|
||||
<i class="bi bi-briefcase me-2"></i>Jobs Using This Powder
|
||||
</button>
|
||||
<a asp-action="Delete" asp-route-id="@Model.Id" class="btn btn-outline-danger">
|
||||
<i class="bi bi-trash me-2"></i>Delete Item
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stock Adjustment Modal -->
|
||||
<div class="modal fade" id="stockAdjustmentModal" tabindex="-1" aria-labelledby="stockAdjustmentModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="stockAdjustmentModalLabel">
|
||||
<i class="bi bi-plus-slash-minus me-2 text-success"></i>Stock Adjustment
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<form id="stockAdjustmentForm" method="post" asp-action="StockAdjustment" asp-route-id="@Model.Id">
|
||||
@Html.AntiForgeryToken()
|
||||
<div class="modal-body">
|
||||
<div class="alert alert-light alert-permanent border mb-3 p-2">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<span class="text-muted small">Current Stock</span>
|
||||
<span class="fw-bold fs-5" id="adjCurrentQty">@Model.QuantityOnHand.ToString("N2") @Model.UnitOfMeasure</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Adjustment Type <span class="text-danger">*</span></label>
|
||||
<div class="d-flex gap-3">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="adjustmentType" id="adjTypeAdd" value="Add" checked />
|
||||
<label class="form-check-label" for="adjTypeAdd">
|
||||
<i class="bi bi-plus-circle text-success me-1"></i>Add Stock
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="adjustmentType" id="adjTypeRemove" value="Remove" />
|
||||
<label class="form-check-label" for="adjTypeRemove">
|
||||
<i class="bi bi-dash-circle text-danger me-1"></i>Remove Stock
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="adjustmentType" id="adjTypeSet" value="Set" />
|
||||
<label class="form-check-label" for="adjTypeSet">
|
||||
<i class="bi bi-pencil-square text-primary me-1"></i>Set Exact
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label for="adjQuantity" class="form-label fw-semibold" id="adjQtyLabel">Quantity to Add (@Model.UnitOfMeasure) <span class="text-danger">*</span></label>
|
||||
<input type="number" class="form-control" id="adjQuantity" name="quantity"
|
||||
min="0" step="any" required placeholder="0" />
|
||||
<div class="form-text" id="adjNewBalanceHint"></div>
|
||||
</div>
|
||||
|
||||
<div class="mb-3">
|
||||
<label for="adjReason" class="form-label fw-semibold">Reason <span class="text-danger">*</span></label>
|
||||
<select class="form-select" id="adjReason" name="reason" required>
|
||||
<option value="">— Select a reason —</option>
|
||||
<optgroup label="Adding Stock">
|
||||
<option value="Received from purchase order">Received from purchase order</option>
|
||||
<option value="Physical count — found extra">Physical count — found extra</option>
|
||||
<option value="Returned unused product">Returned unused product</option>
|
||||
<option value="Transfer in from another location">Transfer in from another location</option>
|
||||
</optgroup>
|
||||
<optgroup label="Removing Stock">
|
||||
<option value="Physical count — shortage found">Physical count — shortage found</option>
|
||||
<option value="Damaged / unusable product">Damaged / unusable product</option>
|
||||
<option value="Waste or spillage">Waste or spillage</option>
|
||||
<option value="Transfer out to another location">Transfer out to another location</option>
|
||||
<option value="Expired product disposed">Expired product disposed</option>
|
||||
</optgroup>
|
||||
<optgroup label="Set Exact">
|
||||
<option value="Physical inventory count correction">Physical inventory count correction</option>
|
||||
<option value="System correction">System correction</option>
|
||||
</optgroup>
|
||||
<option value="Other">Other (see notes)</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="mb-1">
|
||||
<label for="adjNotes" class="form-label fw-semibold">Notes <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<textarea class="form-control" id="adjNotes" name="notes" rows="2"
|
||||
placeholder="Any additional details about this adjustment…" maxlength="500"></textarea>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="submit" class="btn btn-success" id="adjSubmitBtn">
|
||||
<i class="bi bi-check-lg me-1"></i>Save Adjustment
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Photo Gallery Modal -->
|
||||
<div class="modal fade" id="photoGalleryModal" tabindex="-1" aria-hidden="true">
|
||||
<div class="modal-dialog modal-xl modal-dialog-scrollable">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header border-0 pb-0">
|
||||
<div>
|
||||
<h5 class="modal-title fw-semibold">
|
||||
<i class="bi bi-images me-2 text-primary"></i>
|
||||
<span id="galleryTitle">Sample Photos</span>
|
||||
</h5>
|
||||
<p class="text-muted small mb-0" id="gallerySubtitle">@Model.Name — @Model.ColorName @Model.ColorCode</p>
|
||||
</div>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<button class="btn btn-sm btn-outline-secondary mb-3 d-none" id="btnBackToGrid">
|
||||
<i class="bi bi-chevron-left me-1"></i>Back to Gallery
|
||||
</button>
|
||||
<div id="galleryGridView">
|
||||
<div class="row g-2" id="galleryGrid"></div>
|
||||
<div class="d-flex justify-content-between align-items-center mt-3" id="galleryPaginationRow" style="display:none!important;">
|
||||
<small class="text-muted" id="galleryRangeLabel"></small>
|
||||
<div id="galleryPagination" class="d-flex gap-1"></div>
|
||||
</div>
|
||||
</div>
|
||||
<div id="galleryDetailView" class="d-none text-center">
|
||||
<img id="galleryLargeImg" class="img-fluid rounded mb-3" style="max-height:65vh;" src="" alt="">
|
||||
<div class="d-flex justify-content-between align-items-center mb-2">
|
||||
<button class="btn btn-outline-primary btn-sm" id="btnDetailPrev">
|
||||
<i class="bi bi-chevron-left"></i> Prev
|
||||
</button>
|
||||
<span class="text-muted small" id="detailPosition"></span>
|
||||
<button class="btn btn-outline-primary btn-sm" id="btnDetailNext">
|
||||
Next <i class="bi bi-chevron-right"></i>
|
||||
</button>
|
||||
</div>
|
||||
<p class="mb-1 text-muted small" id="detailCaption"></p>
|
||||
<p class="mb-0 text-muted small" id="detailJobInfo"></p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer border-0">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Close</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Jobs Using This Powder Modal -->
|
||||
<div class="modal fade" id="jobsUsingModal" tabindex="-1" aria-labelledby="jobsUsingModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-lg modal-dialog-scrollable">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header border-0 pb-0">
|
||||
<div>
|
||||
<h5 class="modal-title fw-semibold" id="jobsUsingModalLabel">
|
||||
<i class="bi bi-briefcase me-2 text-primary"></i>Jobs Using This Powder
|
||||
</h5>
|
||||
<p class="text-muted small mb-0">@Model.Name — @Model.ColorName @Model.ColorCode</p>
|
||||
</div>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
</div>
|
||||
<div class="modal-body" id="jobsUsingModalBody">
|
||||
<div class="text-center py-4">
|
||||
<div class="spinner-border text-primary" role="status">
|
||||
<span class="visually-hidden">Loading...</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer border-0">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Close</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
/* ── Stock Adjustment Modal ───────────────────────────────── */
|
||||
(function () {
|
||||
var currentQty = @Model.QuantityOnHand;
|
||||
var uom = '@Model.UnitOfMeasure';
|
||||
|
||||
var radios = document.querySelectorAll('input[name="adjustmentType"]');
|
||||
var qtyInput = document.getElementById('adjQuantity');
|
||||
var qtyLabel = document.getElementById('adjQtyLabel');
|
||||
var hint = document.getElementById('adjNewBalanceHint');
|
||||
var reasonSel = document.getElementById('adjReason');
|
||||
|
||||
function updateLabel() {
|
||||
var type = document.querySelector('input[name="adjustmentType"]:checked')?.value;
|
||||
if (type === 'Add') { qtyLabel.textContent = 'Quantity to Add (' + uom + ') *'; qtyInput.min = '0.001'; }
|
||||
if (type === 'Remove') { qtyLabel.textContent = 'Quantity to Remove (' + uom + ') *'; qtyInput.min = '0.001'; }
|
||||
if (type === 'Set') { qtyLabel.textContent = 'New Quantity on Hand (' + uom + ') *'; qtyInput.min = '0'; }
|
||||
updateHint();
|
||||
}
|
||||
|
||||
function updateHint() {
|
||||
var type = document.querySelector('input[name="adjustmentType"]:checked')?.value;
|
||||
var qty = parseFloat(qtyInput.value) || 0;
|
||||
var newQty;
|
||||
if (type === 'Add') newQty = currentQty + qty;
|
||||
else if (type === 'Remove') newQty = currentQty - qty;
|
||||
else newQty = qty;
|
||||
|
||||
if (qtyInput.value === '') { hint.textContent = ''; return; }
|
||||
var cls = newQty < 0 ? 'text-danger' : newQty === 0 ? 'text-warning' : 'text-success';
|
||||
hint.innerHTML = 'New balance: <strong class="' + cls + '">' + newQty.toFixed(2) + ' ' + uom + '</strong>';
|
||||
}
|
||||
|
||||
radios.forEach(function (r) { r.addEventListener('change', updateLabel); });
|
||||
qtyInput.addEventListener('input', updateHint);
|
||||
|
||||
// Reset modal when reopened
|
||||
document.getElementById('stockAdjustmentModal').addEventListener('show.bs.modal', function () {
|
||||
document.getElementById('stockAdjustmentForm').reset();
|
||||
document.getElementById('adjTypeAdd').checked = true;
|
||||
updateLabel();
|
||||
hint.textContent = '';
|
||||
});
|
||||
|
||||
updateLabel();
|
||||
|
||||
// Client-side validation before submit
|
||||
document.getElementById('stockAdjustmentForm').addEventListener('submit', function (e) {
|
||||
var qty = parseFloat(qtyInput.value);
|
||||
var type = document.querySelector('input[name="adjustmentType"]:checked')?.value;
|
||||
var reason = reasonSel.value;
|
||||
if (!qty || qty <= 0) { e.preventDefault(); qtyInput.classList.add('is-invalid'); return; }
|
||||
if (!reason) { e.preventDefault(); reasonSel.classList.add('is-invalid'); return; }
|
||||
if (type === 'Remove' && qty > currentQty) {
|
||||
if (!confirm('This will reduce stock below zero. Continue?')) { e.preventDefault(); return; }
|
||||
}
|
||||
document.getElementById('adjSubmitBtn').disabled = true;
|
||||
document.getElementById('adjSubmitBtn').innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Saving…';
|
||||
});
|
||||
|
||||
qtyInput.addEventListener('input', function () { qtyInput.classList.remove('is-invalid'); });
|
||||
reasonSel.addEventListener('change', function () { reasonSel.classList.remove('is-invalid'); });
|
||||
}());
|
||||
|
||||
(function () {
|
||||
/* ── Tagged Photo Gallery ─────────────────────────────────── */
|
||||
var inventoryId = @Model.Id;
|
||||
var galleryPhotos = []; // full current page
|
||||
var allPhotos = []; // accumulated across all pages (for prev/next)
|
||||
var totalCount = 0;
|
||||
var currentPage = 1;
|
||||
var pageSize = 12;
|
||||
var detailIndex = 0; // index within allPhotos
|
||||
|
||||
// Load strip photos on page load via direct FK match (not tag-based)
|
||||
fetch('/Inventory/PhotosByPowder/' + inventoryId + '?page=1&pageSize=20')
|
||||
.then(function (r) { return r.json(); })
|
||||
.then(function (data) {
|
||||
if (!data.success || data.totalCount === 0) return;
|
||||
|
||||
document.getElementById('samplePhotosSection').style.display = '';
|
||||
var badge = document.getElementById('samplePhotoTotalBadge');
|
||||
badge.textContent = data.totalCount + ' photo' + (data.totalCount === 1 ? '' : 's');
|
||||
totalCount = data.totalCount;
|
||||
|
||||
var strip = document.getElementById('samplePhotoStrip');
|
||||
data.photos.forEach(function (p) {
|
||||
var wrapper = document.createElement('div');
|
||||
wrapper.style.cssText = 'flex:0 0 auto;position:relative;border-radius:8px;overflow:hidden;cursor:pointer;';
|
||||
wrapper.title = (p.jobNumber ? p.jobNumber + ' · ' : '') + (p.customerName || '');
|
||||
|
||||
var img = document.createElement('img');
|
||||
img.src = '/Jobs/GetPhoto/' + p.id;
|
||||
img.alt = p.caption || 'Job photo';
|
||||
img.style.cssText = 'width:140px;height:110px;object-fit:cover;display:block;transition:opacity .15s;';
|
||||
|
||||
var label = document.createElement('div');
|
||||
label.style.cssText = 'position:absolute;bottom:0;left:0;right:0;background:rgba(0,0,0,.45);padding:3px 6px;';
|
||||
label.innerHTML = '<small style="color:#fff;font-size:.68rem;">' + escHtml(p.jobNumber || '') + '</small>';
|
||||
|
||||
wrapper.appendChild(img);
|
||||
wrapper.appendChild(label);
|
||||
|
||||
wrapper.addEventListener('mouseenter', function () { img.style.opacity = '.8'; });
|
||||
wrapper.addEventListener('mouseleave', function () { img.style.opacity = '1'; });
|
||||
wrapper.addEventListener('click', function () {
|
||||
allPhotos = data.photos;
|
||||
openGalleryModal(1, function () { openDetailView(data.photos.indexOf(p)); });
|
||||
});
|
||||
strip.appendChild(wrapper);
|
||||
});
|
||||
});
|
||||
|
||||
// View All button
|
||||
document.getElementById('btnViewAllPhotos').addEventListener('click', function () {
|
||||
allPhotos = [];
|
||||
openGalleryModal(1, null);
|
||||
});
|
||||
|
||||
function openGalleryModal(page, callback) {
|
||||
currentPage = page;
|
||||
loadGalleryPage(page, function () {
|
||||
var modal = bootstrap.Modal.getOrCreateInstance(document.getElementById('photoGalleryModal'));
|
||||
modal.show();
|
||||
showGridView();
|
||||
if (callback) callback();
|
||||
});
|
||||
}
|
||||
|
||||
function loadGalleryPage(page, callback) {
|
||||
currentPage = page;
|
||||
fetch('/Inventory/PhotosByPowder/' + inventoryId + '?page=' + page + '&pageSize=' + pageSize)
|
||||
.then(function (r) { return r.json(); })
|
||||
.then(function (data) {
|
||||
if (!data.success) return;
|
||||
totalCount = data.totalCount;
|
||||
galleryPhotos = data.photos;
|
||||
// merge into allPhotos for prev/next navigation
|
||||
allPhotos = data.photos;
|
||||
renderGrid(data.photos, data.totalCount, page);
|
||||
if (callback) callback();
|
||||
});
|
||||
}
|
||||
|
||||
function renderGrid(photos, total, page) {
|
||||
var grid = document.getElementById('galleryGrid');
|
||||
grid.innerHTML = '';
|
||||
|
||||
photos.forEach(function (p, i) {
|
||||
var col = document.createElement('div');
|
||||
col.className = 'col-6 col-sm-4 col-md-3';
|
||||
col.innerHTML =
|
||||
'<div style="cursor:pointer;border-radius:8px;overflow:hidden;position:relative;" onclick="invPhotoDetail(' + i + ')">' +
|
||||
'<img src="/Jobs/GetPhoto/' + p.id + '" style="width:100%;height:120px;object-fit:cover;" alt="' + escHtml(p.caption) + '">' +
|
||||
'<div style="position:absolute;bottom:0;left:0;right:0;background:rgba(0,0,0,.45);padding:4px 6px;">' +
|
||||
'<small class="text-white" style="font-size:.7rem;">' + escHtml(p.jobNumber) + '</small>' +
|
||||
'</div></div>';
|
||||
grid.appendChild(col);
|
||||
});
|
||||
|
||||
// Pagination
|
||||
var totalPages = Math.ceil(total / pageSize);
|
||||
var paginationRow = document.getElementById('galleryPaginationRow');
|
||||
var paginationEl = document.getElementById('galleryPagination');
|
||||
var rangeEl = document.getElementById('galleryRangeLabel');
|
||||
|
||||
if (totalPages <= 1) {
|
||||
paginationRow.style.removeProperty('display');
|
||||
paginationRow.style.display = 'none';
|
||||
return;
|
||||
}
|
||||
paginationRow.style.removeProperty('display');
|
||||
|
||||
var from = (page - 1) * pageSize + 1;
|
||||
var to = Math.min(page * pageSize, total);
|
||||
rangeEl.textContent = 'Showing ' + from + '–' + to + ' of ' + total + ' photos';
|
||||
|
||||
paginationEl.innerHTML = '';
|
||||
if (page > 1) addPageBtn(paginationEl, '‹', page - 1);
|
||||
for (var pg = 1; pg <= totalPages; pg++) {
|
||||
addPageBtn(paginationEl, pg, pg, pg === page);
|
||||
}
|
||||
if (page < totalPages) addPageBtn(paginationEl, '›', page + 1);
|
||||
}
|
||||
|
||||
function addPageBtn(container, label, page, active) {
|
||||
var btn = document.createElement('button');
|
||||
btn.type = 'button';
|
||||
btn.className = 'btn btn-sm ' + (active ? 'btn-primary' : 'btn-outline-secondary');
|
||||
btn.textContent = label;
|
||||
btn.addEventListener('click', function () { loadGalleryPage(page, null); });
|
||||
container.appendChild(btn);
|
||||
}
|
||||
|
||||
// Called from onclick in rendered grid HTML
|
||||
window.invPhotoDetail = function (index) {
|
||||
openDetailView(index);
|
||||
};
|
||||
|
||||
function openDetailView(index) {
|
||||
detailIndex = index;
|
||||
showDetailView();
|
||||
renderDetailPhoto();
|
||||
}
|
||||
|
||||
function renderDetailPhoto() {
|
||||
var p = galleryPhotos[detailIndex];
|
||||
if (!p) return;
|
||||
document.getElementById('galleryLargeImg').src = '/Jobs/GetPhoto/' + p.id;
|
||||
document.getElementById('detailCaption').textContent = p.caption || '';
|
||||
document.getElementById('detailJobInfo').textContent =
|
||||
(p.jobNumber ? 'Job: ' + p.jobNumber : '') +
|
||||
(p.customerName ? ' · ' + p.customerName : '') +
|
||||
' · ' + p.uploadedDate;
|
||||
document.getElementById('detailPosition').textContent =
|
||||
(detailIndex + 1) + ' of ' + galleryPhotos.length +
|
||||
(totalCount > pageSize ? ' on this page' : '');
|
||||
}
|
||||
|
||||
function showGridView() {
|
||||
document.getElementById('galleryGridView').classList.remove('d-none');
|
||||
document.getElementById('galleryDetailView').classList.add('d-none');
|
||||
document.getElementById('btnBackToGrid').classList.add('d-none');
|
||||
}
|
||||
|
||||
function showDetailView() {
|
||||
document.getElementById('galleryGridView').classList.add('d-none');
|
||||
document.getElementById('galleryDetailView').classList.remove('d-none');
|
||||
document.getElementById('btnBackToGrid').classList.remove('d-none');
|
||||
}
|
||||
|
||||
document.getElementById('btnBackToGrid').addEventListener('click', showGridView);
|
||||
|
||||
document.getElementById('btnDetailPrev').addEventListener('click', function () {
|
||||
detailIndex = (detailIndex - 1 + galleryPhotos.length) % galleryPhotos.length;
|
||||
renderDetailPhoto();
|
||||
});
|
||||
|
||||
document.getElementById('btnDetailNext').addEventListener('click', function () {
|
||||
detailIndex = (detailIndex + 1) % galleryPhotos.length;
|
||||
renderDetailPhoto();
|
||||
});
|
||||
|
||||
// Reset to grid when modal is hidden
|
||||
document.getElementById('photoGalleryModal').addEventListener('hidden.bs.modal', showGridView);
|
||||
|
||||
function escHtml(str) {
|
||||
return (str || '').replace(/&/g,'&').replace(/</g,'<').replace(/>/g,'>').replace(/"/g,'"');
|
||||
}
|
||||
})();
|
||||
|
||||
/* ── Sample Panel Toggle ─────────────────────────────────────── */
|
||||
window.toggleSamplePanel = function(itemId, hasPanel) {
|
||||
var token = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
|
||||
fetch('/Inventory/ToggleSamplePanel', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': token },
|
||||
body: 'id=' + itemId + '&hasPanel=' + hasPanel + '&__RequestVerificationToken=' + encodeURIComponent(token)
|
||||
});
|
||||
};
|
||||
|
||||
(function () {
|
||||
var loaded = false;
|
||||
document.getElementById('btnJobsUsing').addEventListener('click', function () {
|
||||
if (loaded) return;
|
||||
fetch('@Url.Action("JobsUsing", "Inventory", new { id = Model.Id })')
|
||||
.then(function (r) { return r.text(); })
|
||||
.then(function (html) {
|
||||
document.getElementById('jobsUsingModalBody').innerHTML = html;
|
||||
loaded = true;
|
||||
})
|
||||
.catch(function () {
|
||||
document.getElementById('jobsUsingModalBody').innerHTML =
|
||||
'<p class="text-danger text-center py-3">Failed to load jobs. Please try again.</p>';
|
||||
});
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,460 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Inventory.UpdateInventoryItemDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Inventory Item";
|
||||
ViewData["PageIcon"] = "bi-box-seam";
|
||||
ViewData["PageHelpTitle"] = "Edit Inventory Item";
|
||||
ViewData["PageHelpContent"] = "Update any field on this item. Changes to Coverage or Transfer Efficiency will affect the Powder Needed calculation on future quotes and jobs. Changing Unit Cost does not retroactively update historical job costs — it applies going forward. Use AI Lookup to refresh manufacturer details from a part number.";
|
||||
}
|
||||
|
||||
<div class="row justify-content-center">
|
||||
<div class="col-lg-10">
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-2"></i>Back to List
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body p-4">
|
||||
<form asp-action="Edit" method="post">
|
||||
<input type="hidden" asp-for="Id" />
|
||||
<partial name="_ValidationSummary" />
|
||||
|
||||
<!-- Basic Information -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-info-circle me-2 text-primary"></i>Basic Information
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Basic Information"
|
||||
data-bs-content="Name and SKU are required. Category determines how the item is used in quotes — Powder Coating items show the Coating Specifications section. Inactive items are hidden from pickers but their historical data is preserved.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="SKU" class="form-label">SKU <span class="text-danger">*</span></label>
|
||||
<input asp-for="SKU" class="form-control" placeholder="Enter SKU" />
|
||||
<span asp-validation-for="SKU" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="InventoryCategoryId" class="form-label">Category <span class="text-danger">*</span></label>
|
||||
<select asp-for="InventoryCategoryId" class="form-select" id="field-category"
|
||||
asp-items="@ViewBag.Categories"
|
||||
data-coating-map="@ViewBag.CategoryIsCoatingJson">
|
||||
<option value="">Select category</option>
|
||||
</select>
|
||||
<span asp-validation-for="InventoryCategoryId" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="IsActive" class="form-label">Status</label>
|
||||
<select asp-for="IsActive" class="form-select">
|
||||
<option value="true">Active</option>
|
||||
<option value="false">Inactive</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-12" id="wrap-name">
|
||||
<label asp-for="Name" class="form-label">Name <span class="text-danger">*</span></label>
|
||||
<input asp-for="Name" class="form-control" id="field-name" placeholder="Enter product name" />
|
||||
<span asp-validation-for="Name" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12" id="wrap-description">
|
||||
<label asp-for="Description" class="form-label">Description</label>
|
||||
<textarea asp-for="Description" class="form-control" id="field-description" rows="2"></textarea>
|
||||
<span asp-validation-for="Description" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Product Details -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0 d-flex align-items-center">
|
||||
<i class="bi bi-palette me-2 text-primary"></i>Product Details
|
||||
<button type="button" class="btn btn-sm btn-primary ms-2" id="smart-lookup-btn" data-current-id="@Model.Id">
|
||||
<i class="bi bi-search me-1"></i>Lookup
|
||||
</button>
|
||||
@if ((bool)(ViewBag.AiInventoryAssistEnabled ?? false))
|
||||
{
|
||||
<button type="button" class="btn btn-sm btn-outline-secondary ms-1 d-lg-none" id="scan-label-btn" title="Scan a powder bag label with your camera">
|
||||
<i class="bi bi-qr-code-scan me-1"></i>Scan Label
|
||||
</button>
|
||||
}
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Product Details"
|
||||
data-bs-content="Manufacturer, part number, color name, and finish describe the physical product. Coverage is how many sq ft one pound coats (typical: 30). Transfer Efficiency is what percentage sticks to the part (typical: 60–70%). Both values affect the Powder Needed calculation on quotes and jobs. Use AI Lookup to auto-fill fields from a part number.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div id="ai-lookup-status" class="alert alert-info d-none py-2 small mb-3"></div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Manufacturer" class="form-label">Manufacturer</label>
|
||||
<input asp-for="Manufacturer" class="form-control" id="field-manufacturer" />
|
||||
<span asp-validation-for="Manufacturer" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="ManufacturerPartNumber" class="form-label">Manufacturer Part Number</label>
|
||||
<input asp-for="ManufacturerPartNumber" class="form-control" id="field-partnumber" />
|
||||
<span asp-validation-for="ManufacturerPartNumber" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-colorname">
|
||||
<label asp-for="ColorName" class="form-label">Color Name</label>
|
||||
<input asp-for="ColorName" class="form-control" id="field-colorname" placeholder="e.g., Illusion Malbec" />
|
||||
<span asp-validation-for="ColorName" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-colorcode">
|
||||
<label asp-for="ColorCode" class="form-label">Color Code</label>
|
||||
<input asp-for="ColorCode" class="form-control" id="field-colorcode" placeholder="e.g., RAL9005" />
|
||||
<span asp-validation-for="ColorCode" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-finish">
|
||||
<label asp-for="Finish" class="form-label">Finish</label>
|
||||
<input asp-for="Finish" class="form-control" id="field-finish" placeholder="e.g., Gloss, Matte" />
|
||||
<span asp-validation-for="Finish" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12" id="wrap-specpageurl">
|
||||
<label asp-for="SpecPageUrl" class="form-label">Product URL</label>
|
||||
<div class="input-group">
|
||||
<input asp-for="SpecPageUrl" class="form-control" id="field-specpageurl" placeholder="https://..." />
|
||||
<a id="field-specpageurl-link" href="#" target="_blank" class="btn btn-outline-secondary @(string.IsNullOrWhiteSpace(Model.SpecPageUrl) ? "d-none" : "")" title="Open spec page">
|
||||
<i class="bi bi-box-arrow-up-right"></i>
|
||||
</a>
|
||||
</div>
|
||||
<span asp-validation-for="SpecPageUrl" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="SdsUrl" class="form-label">Safety Data Sheet (SDS)</label>
|
||||
<div class="input-group">
|
||||
<input asp-for="SdsUrl" class="form-control" id="field-sdsurl" placeholder="https://…" />
|
||||
<a id="field-sdsurl-link" href="@Model.SdsUrl" target="_blank"
|
||||
class="btn btn-outline-secondary @(string.IsNullOrWhiteSpace(Model.SdsUrl) ? "d-none" : "")" title="Open SDS">
|
||||
<i class="bi bi-file-earmark-pdf"></i>
|
||||
</a>
|
||||
</div>
|
||||
<span asp-validation-for="SdsUrl" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="TdsUrl" class="form-label">Technical Data Sheet (TDS)</label>
|
||||
<div class="input-group">
|
||||
<input asp-for="TdsUrl" class="form-control" id="field-tdsurl" placeholder="https://…" />
|
||||
<a id="field-tdsurl-link" href="@Model.TdsUrl" target="_blank"
|
||||
class="btn btn-outline-secondary @(string.IsNullOrWhiteSpace(Model.TdsUrl) ? "d-none" : "")" title="Open TDS">
|
||||
<i class="bi bi-file-earmark-text"></i>
|
||||
</a>
|
||||
</div>
|
||||
<span asp-validation-for="TdsUrl" class="text-danger"></span>
|
||||
</div>
|
||||
<input asp-for="ImageUrl" type="hidden" id="field-imageurl" />
|
||||
<div class="col-12" id="wrap-imagepreview" style="display:@(Model.ImageUrl != null ? "" : "none");">
|
||||
<label class="form-label text-muted small">Product Image (from AI Lookup)</label>
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<img id="field-imagepreview-img" src="@Model.ImageUrl" alt="Product image"
|
||||
style="max-height:120px;max-width:160px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;background:#f8f9fa;padding:4px;" />
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" id="btn-clear-image" title="Remove image">
|
||||
<i class="bi bi-x me-1"></i>Remove
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-coverage">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="CoverageSqFtPerLb" class="form-label mb-0">Coverage (@ViewBag.CoverageUnit)</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Coverage"
|
||||
data-bs-content="Manufacturer theoretical coverage for this powder, typically based on about 1.5 mil film thickness. Many powders land around 70 to 120 sq ft/lb. Used together with Transfer Efficiency to calculate powder to order for each job.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="CoverageSqFtPerLb" type="number" step="0.01" min="0" class="form-control" id="field-coverage" placeholder="e.g., 78" />
|
||||
<span asp-validation-for="CoverageSqFtPerLb" class="text-danger"></span>
|
||||
<small class="form-text text-muted">Theoretical coverage from the TDS, usually expressed in sq ft/lb</small>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-specificgravity">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="SpecificGravity" class="form-label mb-0">Specific Gravity</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Specific Gravity"
|
||||
data-bs-content="Specific gravity from the powder's technical data sheet. This is useful reference data on its own and can also be used to derive theoretical coverage when the TDS omits a direct coverage number.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="SpecificGravity" type="number" step="0.01" min="0" class="form-control" id="field-specificgravity" placeholder="e.g., 1.65" />
|
||||
<span asp-validation-for="SpecificGravity" class="text-danger"></span>
|
||||
<small class="form-text text-muted">Store the TDS specific gravity for future reference and calculations</small>
|
||||
</div>
|
||||
<div class="col-md-4" id="wrap-transfer">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label asp-for="TransferEfficiency" class="form-label mb-0">Transfer Efficiency (%)</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Transfer Efficiency"
|
||||
data-bs-content="The percentage of powder that adheres to the part vs. lost as overspray. Electrostatic guns typically achieve 60–70%. A lower value means more powder is needed per job. The system uses this in the Powder Needed calculation on quotes.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="TransferEfficiency" type="number" step="0.01" min="0" max="100" class="form-control" id="field-transfer" placeholder="65" />
|
||||
<span asp-validation-for="TransferEfficiency" class="text-danger"></span>
|
||||
<small class="form-text text-muted">Percentage of coating that sticks to the part (default: 65%)</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Coating Specs -->
|
||||
<div class="mb-4" id="coating-specs-section">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-thermometer-half text-primary"></i>Coating Specifications
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Coating Specifications"
|
||||
data-bs-content="Cure Temperature and Cure Time come from the manufacturer's tech data sheet and guide the oven operator. Requires Clear Coat flags powders that need a clear top coat for durability or gloss. Color Families tag this powder for filtering — click chips to add or remove families (e.g., teal = Green + Blue).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="CureTemperatureF" class="form-label">Cure Temperature (°F)</label>
|
||||
<input asp-for="CureTemperatureF" type="number" step="1" min="200" max="500" class="form-control" id="field-curetemp" placeholder="e.g., 375" />
|
||||
<span asp-validation-for="CureTemperatureF" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="CureTimeMinutes" class="form-label">Cure Time (minutes)</label>
|
||||
<input asp-for="CureTimeMinutes" type="number" step="1" min="1" max="120" class="form-control" id="field-curetime" placeholder="e.g., 15" />
|
||||
<span asp-validation-for="CureTimeMinutes" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4 d-flex align-items-end">
|
||||
<div class="form-check mb-2">
|
||||
<input asp-for="RequiresClearCoat" class="form-check-input" type="checkbox" id="field-clearcoat" />
|
||||
<label asp-for="RequiresClearCoat" class="form-check-label fw-medium">Requires Clear Coat</label>
|
||||
<div class="form-text">Check if this powder needs a clear top coat</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<div class="d-flex align-items-center gap-1 mb-1">
|
||||
<label class="form-label mb-0">Color Families</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Color Families"
|
||||
data-bs-content="Click chips to tag which base color families this powder belongs to. A metallic teal would be tagged Green and Blue; a bronze would be tagged Brown and Gold. These tags drive color-match filtering in the quote wizard.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="ColorFamilies" type="hidden" id="field-colorfamilies" />
|
||||
<div class="d-flex flex-wrap gap-2 mt-1" id="color-family-chips">
|
||||
@foreach (var fam in new[] { "Red","Orange","Yellow","Green","Blue","Purple","Pink","Brown","Black","White","Gray","Silver","Gold","Bronze","Copper","Clear" })
|
||||
{
|
||||
<span class="badge color-family-chip" data-family="@fam"
|
||||
style="cursor:pointer;font-size:.8rem;padding:.35em .7em;">@fam</span>
|
||||
}
|
||||
</div>
|
||||
<div class="form-text">Click to toggle which primary color families this powder belongs to (e.g., Teal = Green + Blue)</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stock Information -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-boxes me-2 text-primary"></i>Stock Information
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Stock Information"
|
||||
data-bs-content="Quantity on Hand is your current count. Reorder Point triggers a Low Stock alert when quantity falls to or below this value. Reorder Quantity is the standard batch size to order. Minimum and Maximum Stock are optional planning bounds. Location is the shelf or bin label to help staff find the material.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="QuantityOnHand" class="form-label">Quantity on Hand</label>
|
||||
<input asp-for="QuantityOnHand" type="number" step="0.01" min="0" class="form-control" />
|
||||
<span asp-validation-for="QuantityOnHand" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="UnitOfMeasure" class="form-label">Unit of Measure</label>
|
||||
<select asp-for="UnitOfMeasure" class="form-select" asp-items="@ViewBag.UnitsOfMeasure"></select>
|
||||
<span asp-validation-for="UnitOfMeasure" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="Location" class="form-label">Location</label>
|
||||
<input asp-for="Location" class="form-control" placeholder="e.g., Shelf A3" />
|
||||
<span asp-validation-for="Location" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="ReorderPoint" class="form-label">Reorder Point</label>
|
||||
<input asp-for="ReorderPoint" type="number" step="0.01" min="0" class="form-control" />
|
||||
<span asp-validation-for="ReorderPoint" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="ReorderQuantity" class="form-label">Reorder Quantity</label>
|
||||
<input asp-for="ReorderQuantity" type="number" step="0.01" min="0" class="form-control" />
|
||||
<span asp-validation-for="ReorderQuantity" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="MinimumStock" class="form-label">Minimum Stock</label>
|
||||
<input asp-for="MinimumStock" type="number" step="0.01" min="0" class="form-control" />
|
||||
<span asp-validation-for="MinimumStock" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<label asp-for="MaximumStock" class="form-label">Maximum Stock</label>
|
||||
<input asp-for="MaximumStock" type="number" step="0.01" min="0" class="form-control" />
|
||||
<span asp-validation-for="MaximumStock" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Pricing & Vendor -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-currency-dollar me-2 text-primary"></i>Pricing & Vendor
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Pricing & Vendor"
|
||||
data-bs-content="Unit Cost is what you pay per unit — used to calculate total stock value and feeds into job cost calculations. Changing this updates the displayed value going forward but does not change historical job costs. Primary Vendor links to your supplier for quick reference.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="UnitCost" class="form-label">Unit Cost</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="UnitCost" type="number" step="0.01" min="0" class="form-control" id="field-unitcost" />
|
||||
</div>
|
||||
<span asp-validation-for="UnitCost" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="PrimaryVendorId" class="form-label">Primary Vendor</label>
|
||||
<select asp-for="PrimaryVendorId" class="form-select" id="field-vendor" asp-items="@ViewBag.Vendors"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">Select vendor</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
<span asp-validation-for="PrimaryVendorId" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<label asp-for="VendorPartNumber" class="form-label">Vendor Part Number</label>
|
||||
<input asp-for="VendorPartNumber" class="form-control" />
|
||||
<span asp-validation-for="VendorPartNumber" class="text-danger"></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Financial Accounts -->
|
||||
<div class="mb-4">
|
||||
<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
|
||||
<h5 class="mb-0">
|
||||
<i class="bi bi-journal-bookmark me-2 text-primary"></i>Financial Accounts
|
||||
</h5>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Financial Accounts"
|
||||
data-bs-content="Inventory Account is the asset account where stock value sits on the balance sheet (e.g., 1200 Inventory — Powder). COGS Account is debited when this material is consumed on a job (e.g., 5000 Cost of Goods Sold). Leave blank to use the company-wide defaults from your Chart of Accounts.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<p class="text-muted small mb-3">Map this item to chart-of-account entries for proper balance sheet and cost tracking. Leave blank to use defaults.</p>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label asp-for="InventoryAccountId" class="form-label"></label>
|
||||
<select asp-for="InventoryAccountId" class="form-select" asp-items="ViewBag.InventoryAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=4" data-quick-add-title="Add Inventory Account">
|
||||
<option value="">(Default inventory account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Asset account where inventory value is tracked (e.g., 1200 Inventory - Powder).</small>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="CogsAccountId" class="form-label"></label>
|
||||
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
|
||||
<option value="">(Default COGS account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Expense account debited when this material is consumed on a job.</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notes -->
|
||||
<div class="mb-4">
|
||||
<h5 class="border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-journal-text me-2 text-primary"></i>Notes
|
||||
</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-12">
|
||||
<label asp-for="Notes" class="form-label">Additional Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="3"></textarea>
|
||||
<span asp-validation-for="Notes" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-12">
|
||||
<div class="form-check">
|
||||
<input asp-for="IsIncoming" class="form-check-input" id="IsIncoming" />
|
||||
<label class="form-check-label fw-semibold" for="IsIncoming">
|
||||
<i class="bi bi-truck me-1 text-warning"></i>Incoming / On Order
|
||||
</label>
|
||||
</div>
|
||||
<small class="text-muted d-block mt-1">
|
||||
Uncheck once the powder has been received to mark it as regular in-stock inventory.
|
||||
</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Sample Panel (coating items only) -->
|
||||
<div class="mb-4" id="sample-panel-section" style="display:none;">
|
||||
<h5 class="border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-palette me-2 text-primary"></i>Sample Panel
|
||||
</h5>
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<div class="form-check form-switch mt-1">
|
||||
<input class="form-check-input" type="checkbox" role="switch"
|
||||
asp-for="HasSamplePanel" id="HasSamplePanel" />
|
||||
<label class="form-check-label" asp-for="HasSamplePanel">
|
||||
Sample panel is on the wall
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-text">Check this once you have a physical sample panel for this color hanging in your shop.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Form Actions -->
|
||||
<div class="d-flex gap-2 justify-content-end pt-3 border-top">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary px-4">Cancel</a>
|
||||
<button type="submit" class="btn btn-primary px-4">
|
||||
<i class="bi bi-save me-2"></i>Save Changes
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if ((bool)(ViewBag.AiInventoryAssistEnabled ?? false))
|
||||
{
|
||||
<partial name="_LabelScanModal" />
|
||||
}
|
||||
|
||||
@section Scripts {
|
||||
<partial name="_ValidationScriptsPartial" />
|
||||
<partial name="_InventoryColorFamilyScripts" />
|
||||
<script src="~/js/inventory-catalog-lookup.js"></script>
|
||||
@if ((bool)(ViewBag.AiInventoryAssistEnabled ?? false))
|
||||
{
|
||||
<script src="~/js/inventory-label-scan.js"></script>
|
||||
}
|
||||
}
|
||||
|
||||
@@ -1,454 +0,0 @@
|
||||
@model PagedResult<PowderCoating.Application.DTOs.Inventory.InventoryListDto>
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Inventory";
|
||||
ViewData["PageIcon"] = "bi-box-seam";
|
||||
ViewData["PageHelpTitle"] = "Inventory";
|
||||
ViewData["PageHelpContent"] = "Track powder coatings, consumables, and other shop materials. Items show as Low Stock when quantity falls at or below the Reorder Point — the Low Stock count at the top is your reorder alert. Click any row to view full details or edit. Use the search box and category filter to narrow the list. Low Stock filter shows only items needing attention.";
|
||||
var lowStockCount = (int)(ViewBag.StatsLowStockCount ?? 0);
|
||||
var activeCount = (int)(ViewBag.StatsActiveCount ?? 0);
|
||||
var totalValue = (decimal)(ViewBag.StatsTotalValue ?? 0m);
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
<div class="d-flex gap-2">
|
||||
<a asp-action="Ledger" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-journal-text me-2"></i>Inventory Activity
|
||||
</a>
|
||||
<a asp-controller="PowderInsights" asp-action="Index" class="btn btn-outline-secondary" title="Powder usage analytics">
|
||||
<i class="bi bi-graph-up me-2"></i>Powder Insights
|
||||
</a>
|
||||
<a asp-action="SamplePanels" class="btn btn-outline-primary">
|
||||
<i class="bi bi-palette me-2"></i>Manage Sample Panels
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stats Cards - Desktop -->
|
||||
<div class="stats-cards-desktop">
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-3">
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="text-muted mb-1" style="font-size: 0.875rem;">Total Items</p>
|
||||
<h3 class="mb-0 fw-bold">@Model.TotalCount</h3>
|
||||
</div>
|
||||
<div class="rounded-circle p-3" style="background: #dbeafe;">
|
||||
<i class="bi bi-box-seam text-primary" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-3">
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="text-muted mb-1" style="font-size: 0.875rem;">Low Stock Items</p>
|
||||
<h3 class="mb-0 fw-bold @(lowStockCount > 0 ? "text-danger" : "")">@lowStockCount</h3>
|
||||
</div>
|
||||
<div class="rounded-circle p-3" style="background: #fee2e2;">
|
||||
<i class="bi bi-exclamation-triangle text-danger" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-3">
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="text-muted mb-1" style="font-size: 0.875rem;">Active Items</p>
|
||||
<h3 class="mb-0 fw-bold">@activeCount</h3>
|
||||
</div>
|
||||
<div class="rounded-circle p-3" style="background: #d1fae5;">
|
||||
<i class="bi bi-check-circle text-success" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-md-3">
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<p class="text-muted mb-1" style="font-size: 0.875rem;">Total Value</p>
|
||||
<h3 class="mb-0 fw-bold">@totalValue.ToString("C")</h3>
|
||||
</div>
|
||||
<div class="rounded-circle p-3" style="background: #fef3c7;">
|
||||
<i class="bi bi-currency-dollar text-warning" style="font-size: 1.5rem;"></i>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Compact Stats - Mobile -->
|
||||
<div class="mobile-stats-compact">
|
||||
<div class="card">
|
||||
<div class="stats-grid">
|
||||
<div class="stat-item">
|
||||
<div class="stat-icon"><i class="bi bi-box-seam text-primary"></i></div>
|
||||
<div class="stat-value">@Model.TotalCount</div>
|
||||
<div class="stat-label">Total</div>
|
||||
</div>
|
||||
<div class="stat-item">
|
||||
<div class="stat-icon"><i class="bi bi-exclamation-triangle text-danger"></i></div>
|
||||
<div class="stat-value @(lowStockCount > 0 ? "text-danger" : "")">@lowStockCount</div>
|
||||
<div class="stat-label">Low Stock</div>
|
||||
</div>
|
||||
<div class="stat-item">
|
||||
<div class="stat-icon"><i class="bi bi-check-circle text-success"></i></div>
|
||||
<div class="stat-value">@activeCount</div>
|
||||
<div class="stat-label">Active</div>
|
||||
</div>
|
||||
<div class="stat-item">
|
||||
<div class="stat-icon"><i class="bi bi-currency-dollar text-warning"></i></div>
|
||||
<div class="stat-value">@totalValue.ToString("C0")</div>
|
||||
<div class="stat-label">Value</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@{
|
||||
var lowStockOnly = (bool)(ViewBag.LowStockOnly ?? false);
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(ViewBag.SearchTerm) || !string.IsNullOrEmpty(ViewBag.Category) || lowStockOnly)
|
||||
{
|
||||
<div class="alert @(lowStockOnly ? "alert-warning" : "alert-info") alert-permanent d-flex justify-content-between align-items-center">
|
||||
<div>
|
||||
<i class="bi bi-funnel-fill me-2"></i>
|
||||
@if (lowStockOnly)
|
||||
{
|
||||
<span>Showing <strong>@Model.TotalCount</strong> low stock item@(Model.TotalCount == 1 ? "" : "s") — at or below reorder point</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span>Showing <strong>@Model.TotalCount</strong> item(s)</span>
|
||||
@if (!string.IsNullOrEmpty(ViewBag.SearchTerm))
|
||||
{
|
||||
<span> matching "<strong>@ViewBag.SearchTerm</strong>"</span>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(ViewBag.Category))
|
||||
{
|
||||
<span> in category "<strong>@ViewBag.Category</strong>"</span>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
<a href="@Url.Action("Index")" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-x me-1"></i>Clear Filters
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
<!-- Inventory Table Card -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<div class="d-flex flex-column flex-lg-row justify-content-between align-items-start align-items-lg-center gap-3">
|
||||
<div class="d-flex flex-column flex-sm-row gap-2 w-100 w-lg-auto">
|
||||
<form asp-action="Index" method="get" class="d-flex flex-column flex-sm-row gap-2 flex-grow-1 flex-lg-grow-0">
|
||||
<input type="hidden" name="sortColumn" value="@ViewBag.SortColumn" />
|
||||
<input type="hidden" name="sortDirection" value="@ViewBag.SortDirection" />
|
||||
<input type="hidden" name="pageSize" value="@Model.PageSize" />
|
||||
<select name="category" class="form-select" style="max-width: 250px; min-width: 150px;" onchange="this.form.submit()">
|
||||
<option value="">All Categories</option>
|
||||
@foreach (var cat in ViewBag.Categories)
|
||||
{
|
||||
<option value="@cat" selected="@(cat == ViewBag.Category)">@cat</option>
|
||||
}
|
||||
</select>
|
||||
<div class="input-group" style="max-width: 480px; min-width: 300px;">
|
||||
<span class="input-group-text bg-white border-end-0">
|
||||
<i class="bi bi-search text-muted"></i>
|
||||
</span>
|
||||
<input type="text" name="searchTerm" class="form-control border-start-0"
|
||||
placeholder="Search inventory..."
|
||||
value="@ViewBag.SearchTerm">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-search"></i>
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
<a asp-action="Create" class="btn btn-primary text-nowrap">
|
||||
<i class="bi bi-plus-circle me-2"></i>
|
||||
<span class="d-none d-sm-inline">Add Item</span>
|
||||
<span class="d-inline d-sm-none">Add</span>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No inventory items found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first inventory item</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Item
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead>
|
||||
<tr>
|
||||
<th sortable="Name" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection" class="ps-4">Item Name</th>
|
||||
<th sortable="Category" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Category</th>
|
||||
<th sortable="ColorName" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Color</th>
|
||||
<th>Vendor</th>
|
||||
<th sortable="QuantityOnHand" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Quantity</th>
|
||||
<th>Reorder Point</th>
|
||||
<th sortable="UnitCost" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Unit Cost</th>
|
||||
<th>Stock Value</th>
|
||||
<th sortable="IsActive" current-sort="@ViewBag.SortColumn" current-direction="@ViewBag.SortDirection">Status</th>
|
||||
<th class="text-end pe-4">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="inventoryTable">
|
||||
@foreach (var item in Model.Items)
|
||||
{
|
||||
<tr class="inventory-row" data-item-id="@item.Id" style="cursor: pointer;">
|
||||
<td class="ps-4">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<div class="rounded-circle d-flex align-items-center justify-content-center"
|
||||
style="width: 40px; height: 40px; background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); color: white; font-weight: 600;">
|
||||
<i class="bi bi-box"></i>
|
||||
</div>
|
||||
<div>
|
||||
<div class="fw-semibold">@item.Name</div>
|
||||
<small class="text-muted">@item.SKU</small>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td>
|
||||
<span class="badge bg-secondary bg-opacity-10 text-secondary">
|
||||
@item.Category
|
||||
</span>
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(item.ColorName))
|
||||
{
|
||||
<span>@item.ColorName</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(item.PrimaryVendorName))
|
||||
{
|
||||
<span class="text-muted">@item.PrimaryVendorName</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<span class="@(item.IsOutOfStock ? "text-dark fw-semibold" : item.IsLowStock ? "text-danger fw-semibold" : "")">
|
||||
@item.QuantityOnHand.ToString("N2") @item.UnitOfMeasure
|
||||
@if (item.IsOutOfStock)
|
||||
{
|
||||
<i class="bi bi-x-circle ms-1"></i>
|
||||
}
|
||||
else if (item.IsLowStock)
|
||||
{
|
||||
<i class="bi bi-exclamation-triangle ms-1"></i>
|
||||
}
|
||||
</span>
|
||||
</td>
|
||||
<td>@item.ReorderPoint.ToString("N2") @item.UnitOfMeasure</td>
|
||||
<td>@item.UnitCost.ToString("C")</td>
|
||||
<td>
|
||||
<span class="fw-semibold">@((item.QuantityOnHand * item.UnitCost).ToString("C"))</span>
|
||||
</td>
|
||||
<td>
|
||||
@if (item.IsIncoming)
|
||||
{
|
||||
<span class="badge bg-warning bg-opacity-25 text-warning-emphasis">
|
||||
<i class="bi bi-truck me-1"></i>Incoming
|
||||
</span>
|
||||
}
|
||||
else if (item.IsActive)
|
||||
{
|
||||
<span class="badge bg-success bg-opacity-10 text-success">
|
||||
<i class="bi bi-check-circle me-1"></i>Active
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger bg-opacity-10 text-danger">
|
||||
<i class="bi bi-x-circle me-1"></i>Inactive
|
||||
</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end pe-4">
|
||||
<div class="btn-group btn-group-sm">
|
||||
<a asp-action="Details" asp-route-id="@item.Id" class="btn btn-outline-primary" title="View Details">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
<a asp-action="Edit" asp-route-id="@item.Id" class="btn btn-outline-warning" title="Edit">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</a>
|
||||
<a asp-action="Delete" asp-route-id="@item.Id" class="btn btn-outline-danger" title="Delete">
|
||||
<i class="bi bi-trash"></i>
|
||||
</a>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile Card View -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var item in Model.Items)
|
||||
{
|
||||
<div class="mobile-data-card"
|
||||
data-id="@item.Id"
|
||||
onclick="window.location.href='@Url.Action("Details", new { id = item.Id })'">
|
||||
|
||||
<div class="mobile-card-header">
|
||||
<div class="mobile-card-icon" style="background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);">
|
||||
<i class="bi bi-box"></i>
|
||||
</div>
|
||||
<div class="mobile-card-title">
|
||||
<h6>@item.Name</h6>
|
||||
<small>@item.SKU</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mobile-card-body">
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Category</span>
|
||||
<span class="mobile-card-value">
|
||||
<span class="badge bg-secondary bg-opacity-10 text-secondary">
|
||||
@item.Category
|
||||
</span>
|
||||
</span>
|
||||
</div>
|
||||
@if (!string.IsNullOrEmpty(item.ColorName))
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Color</span>
|
||||
<span class="mobile-card-value">@item.ColorName</span>
|
||||
</div>
|
||||
}
|
||||
@if (!string.IsNullOrEmpty(item.PrimaryVendorName))
|
||||
{
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Vendor</span>
|
||||
<span class="mobile-card-value">@item.PrimaryVendorName</span>
|
||||
</div>
|
||||
}
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Quantity</span>
|
||||
<span class="mobile-card-value @(item.IsOutOfStock ? "text-dark fw-semibold" : item.IsLowStock ? "text-danger fw-semibold" : "")">
|
||||
@item.QuantityOnHand.ToString("N2") @item.UnitOfMeasure
|
||||
@if (item.IsOutOfStock)
|
||||
{
|
||||
<i class="bi bi-x-circle ms-1"></i>
|
||||
}
|
||||
else if (item.IsLowStock)
|
||||
{
|
||||
<i class="bi bi-exclamation-triangle ms-1"></i>
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Reorder Point</span>
|
||||
<span class="mobile-card-value">@item.ReorderPoint.ToString("N2") @item.UnitOfMeasure</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Unit Cost</span>
|
||||
<span class="mobile-card-value">@item.UnitCost.ToString("C")</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Stock Value</span>
|
||||
<span class="mobile-card-value fw-semibold text-primary">@((item.QuantityOnHand * item.UnitCost).ToString("C"))</span>
|
||||
</div>
|
||||
<div class="mobile-card-row">
|
||||
<span class="mobile-card-label">Status</span>
|
||||
<span class="mobile-card-value">
|
||||
@if (item.IsActive)
|
||||
{
|
||||
<span class="badge bg-success bg-opacity-10 text-success">
|
||||
<i class="bi bi-check-circle me-1"></i>Active
|
||||
</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="badge bg-danger bg-opacity-10 text-danger">
|
||||
<i class="bi bi-x-circle me-1"></i>Inactive
|
||||
</span>
|
||||
}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mobile-card-footer">
|
||||
<a href="@Url.Action("Details", new { id = item.Id })"
|
||||
class="btn btn-sm btn-outline-primary"
|
||||
onclick="event.stopPropagation();">
|
||||
<i class="bi bi-eye me-1"></i>View
|
||||
</a>
|
||||
<a href="@Url.Action("Edit", new { id = item.Id })"
|
||||
class="btn btn-sm btn-outline-secondary"
|
||||
onclick="event.stopPropagation();">
|
||||
<i class="bi bi-pencil me-1"></i>Edit
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
@if (Model.TotalCount > 0)
|
||||
{
|
||||
@await Html.PartialAsync("_Pagination", Model)
|
||||
}
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
// Make table rows clickable
|
||||
document.querySelectorAll('.inventory-row').forEach(row => {
|
||||
row.addEventListener('click', function(e) {
|
||||
// Don't navigate if clicking on action buttons or links
|
||||
if (e.target.closest('.btn-group') || e.target.closest('a') || e.target.closest('button')) {
|
||||
return;
|
||||
}
|
||||
|
||||
const itemId = this.getAttribute('data-item-id');
|
||||
window.location.href = '@Url.Action("Details", "Inventory")/' + itemId;
|
||||
});
|
||||
|
||||
// Add hover effect
|
||||
row.addEventListener('mouseenter', function() {
|
||||
this.style.backgroundColor = '#f8f9fa';
|
||||
});
|
||||
|
||||
row.addEventListener('mouseleave', function() {
|
||||
this.style.backgroundColor = '';
|
||||
});
|
||||
});
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,159 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Inventory.InventoryItemDto
|
||||
@{
|
||||
ViewData["Title"] = $"Label — {Model.Name}";
|
||||
Layout = null; // standalone print page
|
||||
}
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1" />
|
||||
<title>Inventory Label — @Model.Name</title>
|
||||
<style>
|
||||
* { box-sizing: border-box; margin: 0; padding: 0; }
|
||||
|
||||
body {
|
||||
font-family: Arial, Helvetica, sans-serif;
|
||||
background: #f0f0f0;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
padding: 24px 16px;
|
||||
min-height: 100vh;
|
||||
}
|
||||
|
||||
.screen-controls {
|
||||
display: flex;
|
||||
gap: 10px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
|
||||
.btn {
|
||||
padding: 8px 20px;
|
||||
border-radius: 6px;
|
||||
border: none;
|
||||
cursor: pointer;
|
||||
font-size: 14px;
|
||||
font-weight: 600;
|
||||
text-decoration: none;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 6px;
|
||||
}
|
||||
.btn-primary { background: #6f42c1; color: #fff; }
|
||||
.btn-secondary { background: #6c757d; color: #fff; }
|
||||
|
||||
/* ── Label card ─────────────────────────────────────── */
|
||||
.label-card {
|
||||
background: #fff;
|
||||
border: 2px solid #333;
|
||||
border-radius: 8px;
|
||||
width: 3.5in;
|
||||
padding: 14px 16px;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
align-items: center;
|
||||
gap: 8px;
|
||||
box-shadow: 0 2px 8px rgba(0,0,0,.15);
|
||||
}
|
||||
|
||||
.label-logo {
|
||||
font-size: 9px;
|
||||
font-weight: 700;
|
||||
letter-spacing: .08em;
|
||||
text-transform: uppercase;
|
||||
color: #6f42c1;
|
||||
}
|
||||
|
||||
.label-qr img {
|
||||
display: block;
|
||||
width: 1.6in;
|
||||
height: 1.6in;
|
||||
}
|
||||
|
||||
.label-name {
|
||||
font-size: 13px;
|
||||
font-weight: 700;
|
||||
text-align: center;
|
||||
line-height: 1.3;
|
||||
max-width: 3in;
|
||||
}
|
||||
|
||||
.label-sku {
|
||||
font-size: 11px;
|
||||
color: #555;
|
||||
letter-spacing: .04em;
|
||||
}
|
||||
|
||||
.label-color {
|
||||
font-size: 11px;
|
||||
color: #333;
|
||||
}
|
||||
|
||||
.label-scan-hint {
|
||||
font-size: 9px;
|
||||
color: #888;
|
||||
text-align: center;
|
||||
border-top: 1px dashed #ccc;
|
||||
padding-top: 6px;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
/* ── Print styles ───────────────────────────────────── */
|
||||
@@media print {
|
||||
body { background: #fff; padding: 0; }
|
||||
.screen-controls { display: none; }
|
||||
.label-card {
|
||||
border: 2px solid #333;
|
||||
box-shadow: none;
|
||||
width: 3.5in;
|
||||
page-break-inside: avoid;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
|
||||
<div class="screen-controls">
|
||||
<button class="btn btn-primary" onclick="window.print()">
|
||||
🖶 Print Label
|
||||
</button>
|
||||
<a class="btn btn-secondary" href="/Inventory/Details/@Model.Id">
|
||||
← Back to Item
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<div class="label-card">
|
||||
<div class="label-logo">Powder Coating Logix</div>
|
||||
|
||||
<div class="label-qr">
|
||||
<img src="/Inventory/QrCode/@Model.Id?size=8" alt="QR Code for @Model.Name" />
|
||||
</div>
|
||||
|
||||
<div class="label-name">@Model.Name</div>
|
||||
|
||||
<div class="label-sku">SKU: @Model.SKU</div>
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.ColorName))
|
||||
{
|
||||
<div class="label-color">
|
||||
@Model.ColorName
|
||||
@if (!string.IsNullOrEmpty(Model.Finish))
|
||||
{
|
||||
<span> — @Model.Finish</span>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (!string.IsNullOrEmpty(Model.Manufacturer))
|
||||
{
|
||||
<div class="label-sku" style="color:#777">@Model.Manufacturer</div>
|
||||
}
|
||||
|
||||
<div class="label-scan-hint">
|
||||
Scan to log usage • Powder Coating Logix
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</body>
|
||||
</html>
|
||||
|
||||
@@ -1,395 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Inventory.InventoryLedgerViewModel
|
||||
@using PowderCoating.Application.DTOs.Inventory
|
||||
@{
|
||||
ViewData["Title"] = "Inventory Activity";
|
||||
ViewData["PageIcon"] = "bi-clock-history";
|
||||
var activeTab = Context.Request.Query["tab"].ToString();
|
||||
if (string.IsNullOrEmpty(activeTab)) activeTab = "transactions";
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
.badge-txn-Purchase { background: #198754; color: #fff; }
|
||||
.badge-txn-Initial { background: #0d6efd; color: #fff; }
|
||||
.badge-txn-Adjustment { background: #6f42c1; color: #fff; }
|
||||
.badge-txn-JobUsage { background: #dc3545; color: #fff; }
|
||||
.badge-txn-Sale { background: #fd7e14; color: #fff; }
|
||||
.badge-txn-Waste { background: #6c757d; color: #fff; }
|
||||
.badge-txn-Return { background: #20c997; color: #fff; }
|
||||
.badge-txn-Transfer { background: #0dcaf0; color: #000; }
|
||||
.qty-positive { color: #198754; font-weight: 600; }
|
||||
.qty-negative { color: #dc3545; font-weight: 600; }
|
||||
.variance-over { color: #dc3545; }
|
||||
.variance-under { color: #198754; }
|
||||
.filter-bar { background: var(--bs-tertiary-bg); border: 1px solid var(--bs-border-color); border-radius: .5rem; padding: 1rem 1.25rem; margin-bottom: 1.5rem; }
|
||||
.stat-pill { background: var(--bs-tertiary-bg); border: 1px solid var(--bs-border-color); border-radius: .5rem; padding: .5rem 1rem; text-align: center; min-width: 130px; }
|
||||
.stat-pill .stat-val { font-size: 1.25rem; font-weight: 700; }
|
||||
.stat-pill .stat-lbl { font-size: .75rem; color: var(--bs-secondary-color); }
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center justify-content-between mb-3">
|
||||
<div>
|
||||
@if (!string.IsNullOrEmpty(Model.SelectedItemName))
|
||||
{
|
||||
<div class="text-muted small">
|
||||
<i class="bi bi-box-seam me-1"></i>@Model.SelectedItemSku — @Model.SelectedItemName
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to Inventory
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@* ── Filter Bar ─────────────────────────────────────────────── *@
|
||||
<form method="get" class="filter-bar">
|
||||
<input type="hidden" name="tab" value="@activeTab" />
|
||||
<div class="d-flex flex-wrap gap-2 align-items-end">
|
||||
<div>
|
||||
<label class="form-label mb-1 small fw-semibold">Item</label>
|
||||
<select name="inventoryItemId" class="form-select form-select-sm" style="min-width:220px">
|
||||
<option value="">All Items</option>
|
||||
@foreach (var item in Model.AllItems)
|
||||
{
|
||||
<option value="@item.Id" selected="@(Model.InventoryItemId == item.Id)">
|
||||
@item.SKU — @item.Name
|
||||
</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div>
|
||||
<label class="form-label mb-1 small fw-semibold">From</label>
|
||||
<input type="date" name="dateFrom" class="form-control form-control-sm"
|
||||
value="@Model.DateFrom?.ToString("yyyy-MM-dd")" style="width:140px" />
|
||||
</div>
|
||||
<div>
|
||||
<label class="form-label mb-1 small fw-semibold">To</label>
|
||||
<input type="date" name="dateTo" class="form-control form-control-sm"
|
||||
value="@Model.DateTo?.ToString("yyyy-MM-dd")" style="width:140px" />
|
||||
</div>
|
||||
<div>
|
||||
<label class="form-label mb-1 small fw-semibold">Type</label>
|
||||
<select name="typeFilter" class="form-select form-select-sm" style="min-width:140px">
|
||||
<option value="">All Types</option>
|
||||
@foreach (var t in new[] { "Purchase","Initial","Adjustment","JobUsage","Sale","Return","Waste","Transfer" })
|
||||
{
|
||||
<option value="@t" selected="@(Model.TypeFilter == t)">@t</option>
|
||||
}
|
||||
</select>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<button type="submit" class="btn btn-primary btn-sm"><i class="bi bi-search"></i></button>
|
||||
<a asp-action="Ledger" class="btn btn-outline-secondary">Clear</a>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
@* ── Summary Pills ───────────────────────────────────────────── *@
|
||||
<div class="d-flex flex-wrap gap-3 mb-3">
|
||||
<div class="stat-pill">
|
||||
<div class="stat-val text-success">@Model.TotalPurchased.ToString("N2")</div>
|
||||
<div class="stat-lbl">lbs Received</div>
|
||||
</div>
|
||||
<div class="stat-pill">
|
||||
<div class="stat-val text-danger">@Model.TotalUsed.ToString("N2")</div>
|
||||
<div class="stat-lbl">lbs Used / Sold</div>
|
||||
</div>
|
||||
<div class="stat-pill">
|
||||
<div class="stat-val @(Model.TotalAdjusted >= 0 ? "text-primary" : "text-warning")">
|
||||
@(Model.TotalAdjusted >= 0 ? "+" : "")@Model.TotalAdjusted.ToString("N2")
|
||||
</div>
|
||||
<div class="stat-lbl">lbs Adjusted</div>
|
||||
</div>
|
||||
<div class="stat-pill">
|
||||
<div class="stat-val">@Model.Transactions.Count</div>
|
||||
<div class="stat-lbl">Transactions</div>
|
||||
</div>
|
||||
<div class="stat-pill">
|
||||
<div class="stat-val">@Model.PowderUsageLogs.Count</div>
|
||||
<div class="stat-lbl">Usage Records</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* ── Tabs ─────────────────────────────────────────────────────── *@
|
||||
<ul class="nav nav-tabs mb-3" id="ledgerTabs">
|
||||
<li class="nav-item">
|
||||
<button class="nav-link @(activeTab == "transactions" ? "active" : "")"
|
||||
onclick="switchTab('transactions')">
|
||||
<i class="bi bi-list-ul me-1"></i>Stock Transactions
|
||||
<span class="badge bg-secondary ms-1">@Model.Transactions.Count</span>
|
||||
</button>
|
||||
</li>
|
||||
<li class="nav-item">
|
||||
<button class="nav-link @(activeTab == "usage" ? "active" : "")"
|
||||
onclick="switchTab('usage')">
|
||||
<i class="bi bi-fire me-1"></i>Powder Usage by Job
|
||||
<span class="badge bg-secondary ms-1">@Model.PowderUsageLogs.Count</span>
|
||||
</button>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
@* ── Transactions Tab ─────────────────────────────────────────── *@
|
||||
<div id="tab-transactions" class="@(activeTab != "usage" ? "" : "d-none")">
|
||||
@if (!Model.Transactions.Any())
|
||||
{
|
||||
<div class="alert alert-info alert-permanent">
|
||||
<i class="bi bi-info-circle me-2"></i>No transactions found for the selected filters.
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-hover align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
@if (!Model.InventoryItemId.HasValue)
|
||||
{
|
||||
<th>Item</th>
|
||||
}
|
||||
<th>Type</th>
|
||||
<th class="text-end">Qty</th>
|
||||
<th class="text-end">Unit Cost</th>
|
||||
<th class="text-end">Total</th>
|
||||
<th class="text-end">Balance After</th>
|
||||
<th>Reference</th>
|
||||
<th>Notes</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var t in Model.Transactions)
|
||||
{
|
||||
<tr>
|
||||
<td class="text-nowrap">@t.TransactionDate.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yyyy h:mm tt")</td>
|
||||
@if (!Model.InventoryItemId.HasValue)
|
||||
{
|
||||
<td>
|
||||
<a asp-action="Ledger" asp-route-inventoryItemId="@t.InventoryItemId" class="text-decoration-none">
|
||||
<span class="fw-semibold">@t.ItemName</span>
|
||||
<br /><small class="text-muted">@t.SKU</small>
|
||||
</a>
|
||||
</td>
|
||||
}
|
||||
<td>
|
||||
<span class="badge badge-txn-@t.TransactionType">@t.TransactionType</span>
|
||||
</td>
|
||||
<td class="text-end @(t.Quantity >= 0 ? "qty-positive" : "qty-negative")">
|
||||
@(t.Quantity >= 0 ? "+" : "")@t.Quantity.ToString("N2")
|
||||
</td>
|
||||
<td class="text-end">@t.UnitCost.ToString("C")</td>
|
||||
<td class="text-end">@t.TotalCost.ToString("C")</td>
|
||||
<td class="text-end fw-semibold">@t.BalanceAfter.ToString("N2")</td>
|
||||
<td class="text-nowrap">
|
||||
@if (t.PurchaseOrderId.HasValue)
|
||||
{
|
||||
<a asp-controller="PurchaseOrders" asp-action="Details" asp-route-id="@t.PurchaseOrderId">
|
||||
@(t.PurchaseOrderNumber ?? $"PO #{t.PurchaseOrderId}")
|
||||
</a>
|
||||
}
|
||||
else if (t.JobId.HasValue)
|
||||
{
|
||||
<a asp-controller="Jobs" asp-action="Details" asp-route-id="@t.JobId" class="text-decoration-none fw-semibold">
|
||||
@(t.JobNumber ?? t.Reference ?? $"Job #{t.JobId}")
|
||||
</a>
|
||||
}
|
||||
else if (!string.IsNullOrEmpty(t.Reference))
|
||||
{
|
||||
@t.Reference
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td><small class="text-muted">@t.Notes</small></td>
|
||||
<td>
|
||||
@if (t.TransactionType == "JobUsage" || (t.TransactionType == "Adjustment" && t.PurchaseOrderId == null))
|
||||
{
|
||||
<button type="button" class="btn btn-outline-secondary btn-sm py-0 px-1"
|
||||
title="Edit usage record"
|
||||
onclick="openUsageEdit(@t.Id)">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</button>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
@if (Model.Transactions.Count == 500)
|
||||
{
|
||||
<p class="text-muted small">Showing the 500 most recent transactions. Use filters to narrow results.</p>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
|
||||
@* ── Usage Tab ────────────────────────────────────────────────── *@
|
||||
<div id="tab-usage" class="@(activeTab == "usage" ? "" : "d-none")">
|
||||
@if (!Model.PowderUsageLogs.Any())
|
||||
{
|
||||
<div class="alert alert-info alert-permanent">
|
||||
<i class="bi bi-info-circle me-2"></i>No powder usage records found for the selected filters.
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-hover align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Date</th>
|
||||
<th>Job</th>
|
||||
<th>Customer</th>
|
||||
@if (!Model.InventoryItemId.HasValue)
|
||||
{
|
||||
<th>Powder</th>
|
||||
}
|
||||
<th>Color / Coat</th>
|
||||
<th class="text-end">Estimated (lbs)</th>
|
||||
<th class="text-end">Actual (lbs)</th>
|
||||
<th class="text-end">Variance</th>
|
||||
<th>Notes</th>
|
||||
<th></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@foreach (var u in Model.PowderUsageLogs)
|
||||
{
|
||||
var variance = u.VarianceLbs;
|
||||
<tr>
|
||||
<td class="text-nowrap">@u.RecordedAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yyyy")</td>
|
||||
<td class="text-nowrap">
|
||||
@if (u.JobId > 0)
|
||||
{
|
||||
<a asp-controller="Jobs" asp-action="Details" asp-route-id="@u.JobId"
|
||||
class="text-decoration-none fw-semibold">
|
||||
@u.JobNumber
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted fst-italic">No job assigned</span>
|
||||
}
|
||||
</td>
|
||||
<td>@u.CustomerName</td>
|
||||
@if (!Model.InventoryItemId.HasValue)
|
||||
{
|
||||
<td>
|
||||
@if (u.InventoryItemId.HasValue)
|
||||
{
|
||||
<a asp-action="Ledger" asp-route-inventoryItemId="@u.InventoryItemId" class="text-decoration-none">
|
||||
<span class="fw-semibold">@u.ItemName</span>
|
||||
<br /><small class="text-muted">@u.SKU</small>
|
||||
</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted fst-italic">Custom/External</span>
|
||||
}
|
||||
</td>
|
||||
}
|
||||
<td>@(u.CoatColor ?? "—")</td>
|
||||
<td class="text-end">@u.EstimatedLbs.ToString("N3")</td>
|
||||
<td class="text-end fw-semibold">@u.ActualLbsUsed.ToString("N3")</td>
|
||||
<td class="text-end @(variance > 0 ? "variance-over" : variance < 0 ? "variance-under" : "")">
|
||||
@(variance > 0 ? "+" : "")@variance.ToString("N3")
|
||||
</td>
|
||||
<td><small class="text-muted">@u.Notes</small></td>
|
||||
<td>
|
||||
@if (u.SourceTransactionId.HasValue)
|
||||
{
|
||||
<button type="button" class="btn btn-outline-secondary btn-sm py-0 px-1"
|
||||
title="Edit usage record"
|
||||
onclick="openUsageEdit(@u.SourceTransactionId.Value)">
|
||||
<i class="bi bi-pencil"></i>
|
||||
</button>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
<tfoot class="table-light fw-semibold">
|
||||
<tr>
|
||||
<td colspan="@(Model.InventoryItemId.HasValue ? 4 : 5)">Totals</td>
|
||||
<td class="text-end">@Model.PowderUsageLogs.Sum(u => u.EstimatedLbs).ToString("N3")</td>
|
||||
<td class="text-end">@Model.PowderUsageLogs.Sum(u => u.ActualLbsUsed).ToString("N3")</td>
|
||||
<td class="text-end @(Model.PowderUsageLogs.Sum(u => u.VarianceLbs) > 0 ? "variance-over" : "variance-under")">
|
||||
@(Model.PowderUsageLogs.Sum(u => u.VarianceLbs) > 0 ? "+" : "")@Model.PowderUsageLogs.Sum(u => u.VarianceLbs).ToString("N3")
|
||||
</td>
|
||||
<td></td>
|
||||
<td></td>
|
||||
</tr>
|
||||
</tfoot>
|
||||
</table>
|
||||
</div>
|
||||
@if (Model.PowderUsageLogs.Count == 500)
|
||||
{
|
||||
<p class="text-muted small">Showing the 500 most recent usage records. Use filters to narrow results.</p>
|
||||
}
|
||||
}
|
||||
</div>
|
||||
|
||||
@* ── Edit Usage Modal ─────────────────────────────────────────────── *@
|
||||
<div class="modal fade" id="editUsageModal" tabindex="-1" aria-labelledby="editUsageModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="editUsageModalLabel">
|
||||
<i class="bi bi-pencil me-2"></i>Edit Usage Record
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div id="editUsageLoading" class="text-center py-4">
|
||||
<div class="spinner-border spinner-border-sm me-2"></div>Loading…
|
||||
</div>
|
||||
<form id="editUsageForm" class="d-none">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" id="euTxnId" name="id" />
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Powder Item</label>
|
||||
<p id="euItemName" class="form-control-plaintext text-muted"></p>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="euJobId" class="form-label fw-semibold">Job <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<select id="euJobId" name="jobId" class="form-select">
|
||||
<option value="">— No job —</option>
|
||||
</select>
|
||||
<div class="form-text">Select the job this powder was used on.</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="euDate" class="form-label fw-semibold">Date / Time</label>
|
||||
<input type="datetime-local" id="euDate" name="transactionDate" class="form-control" required />
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="euNotes" class="form-label fw-semibold">Notes</label>
|
||||
<textarea id="euNotes" name="notes" class="form-control" rows="2" maxlength="500"></textarea>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="euSaveBtn" disabled>
|
||||
<span id="euSaveBtnText">Save Changes</span>
|
||||
<span id="euSaveBtnSpinner" class="spinner-border spinner-border-sm ms-1 d-none"></span>
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/inventory-ledger.js" asp-append-version="true"></script>
|
||||
<script>
|
||||
function switchTab(tab) {
|
||||
document.getElementById('tab-transactions').classList.toggle('d-none', tab !== 'transactions');
|
||||
document.getElementById('tab-usage').classList.toggle('d-none', tab !== 'usage');
|
||||
document.querySelectorAll('#ledgerTabs .nav-link').forEach(el => el.classList.remove('active'));
|
||||
event.currentTarget.classList.add('active');
|
||||
document.querySelector('input[name="tab"]').value = tab;
|
||||
}
|
||||
</script>
|
||||
}
|
||||
|
||||
@@ -1,341 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Sample Panels";
|
||||
ViewData["PageIcon"] = "bi-palette";
|
||||
var manufacturers = ViewBag.Manufacturers as List<string> ?? new List<string>();
|
||||
var selectedMfr = ViewBag.SelectedManufacturer as string;
|
||||
var activeTab = ViewBag.ActiveTab as string ?? "need";
|
||||
var onHand = ViewBag.OnHandItems as List<PowderCoating.Core.Entities.InventoryItem> ?? new();
|
||||
var needOrder = ViewBag.NeedToOrderItems as List<PowderCoating.Core.Entities.InventoryItem> ?? new();
|
||||
var totalCoatings = (int)(ViewBag.TotalCoatings ?? 0);
|
||||
var totalOnHand = (int)(ViewBag.TotalOnHand ?? 0);
|
||||
var totalNeedOrder = (int)(ViewBag.TotalNeedOrder ?? 0);
|
||||
string? lastMfr = null;
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
.panel-row { cursor: pointer; transition: background .12s; }
|
||||
.panel-row:hover { background: var(--bs-tertiary-bg); }
|
||||
.panel-row td { vertical-align: middle; }
|
||||
.panel-badge-on { color: #198754; }
|
||||
.panel-badge-need { color: #6c757d; }
|
||||
.color-swatch {
|
||||
width: 24px; height: 24px;
|
||||
border-radius: 4px;
|
||||
border: 1px solid var(--bs-border-color);
|
||||
display: inline-block;
|
||||
flex-shrink: 0;
|
||||
}
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end align-items-center gap-2 mb-4">
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-box-seam me-1"></i>Back to Inventory
|
||||
</a>
|
||||
<button class="btn btn-outline-primary" id="btnPrintList">
|
||||
<i class="bi bi-printer me-1"></i>Print Need-to-Order
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<!-- Stats -->
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-sm-4">
|
||||
<div class="card border-0 shadow-sm text-center py-3">
|
||||
<div class="fs-2 fw-bold text-primary">@totalCoatings</div>
|
||||
<div class="text-muted small">Total Coating Colors</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-4">
|
||||
<div class="card border-0 shadow-sm text-center py-3">
|
||||
<div class="fs-2 fw-bold text-success">@totalOnHand</div>
|
||||
<div class="text-muted small">Panels on Wall</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-sm-4">
|
||||
<div class="card border-0 shadow-sm text-center py-3">
|
||||
<div class="fs-2 fw-bold text-secondary">@totalNeedOrder</div>
|
||||
<div class="text-muted small">Need to Order</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Manufacturer Filter -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-body py-3">
|
||||
<form method="get" class="d-flex gap-2 align-items-center flex-wrap">
|
||||
<input type="hidden" name="tab" value="@activeTab" id="filterTabInput" />
|
||||
<label class="form-label mb-0 fw-semibold me-1">Filter by Manufacturer:</label>
|
||||
<select name="manufacturer" class="form-select form-select-sm w-auto" onchange="this.form.submit()">
|
||||
<option value="">— All Manufacturers —</option>
|
||||
@foreach (var mfr in manufacturers)
|
||||
{
|
||||
<option value="@mfr" selected="@(selectedMfr == mfr ? "selected" : null)">@mfr</option>
|
||||
}
|
||||
</select>
|
||||
@if (!string.IsNullOrWhiteSpace(selectedMfr))
|
||||
{
|
||||
<a asp-action="SamplePanels" asp-route-tab="@activeTab" class="btn btn-sm btn-outline-secondary">
|
||||
<i class="bi bi-x me-1"></i>Clear Filter
|
||||
</a>
|
||||
}
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Tabs -->
|
||||
<ul class="nav nav-tabs mb-0" id="samplePanelTabs" role="tablist">
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link @(activeTab == "need" ? "active" : "")" id="tab-need"
|
||||
data-bs-toggle="tab" data-bs-target="#pane-need" type="button" role="tab"
|
||||
onclick="document.getElementById('filterTabInput').value='need'">
|
||||
<i class="bi bi-bag me-1 text-secondary"></i>
|
||||
Need to Order
|
||||
<span class="badge bg-secondary rounded-pill ms-1">@needOrder.Count</span>
|
||||
</button>
|
||||
</li>
|
||||
<li class="nav-item" role="presentation">
|
||||
<button class="nav-link @(activeTab == "onhand" ? "active" : "")" id="tab-onhand"
|
||||
data-bs-toggle="tab" data-bs-target="#pane-onhand" type="button" role="tab"
|
||||
onclick="document.getElementById('filterTabInput').value='onhand'">
|
||||
<i class="bi bi-check-circle me-1 text-success"></i>
|
||||
On Wall
|
||||
<span class="badge bg-success rounded-pill ms-1">@onHand.Count</span>
|
||||
</button>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<div class="tab-content">
|
||||
<!-- Need to Order Tab -->
|
||||
<div class="tab-pane fade @(activeTab == "need" ? "show active" : "")" id="pane-need" role="tabpanel">
|
||||
<div class="card border-0 shadow-sm border-top-0" style="border-radius: 0 0 .5rem .5rem;">
|
||||
<div class="card-body p-0">
|
||||
@if (!needOrder.Any())
|
||||
{
|
||||
<div class="text-center py-5 text-muted">
|
||||
<i class="bi bi-check2-all display-4 text-success d-block mb-2"></i>
|
||||
@if (string.IsNullOrWhiteSpace(selectedMfr))
|
||||
{
|
||||
<p>All coating colors have a sample panel on the wall!</p>
|
||||
}
|
||||
else
|
||||
{
|
||||
<p>All <strong>@selectedMfr</strong> colors have a sample panel on the wall.</p>
|
||||
}
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0" id="needTable">
|
||||
<thead class="table-group-divider">
|
||||
<tr>
|
||||
<th style="width:36px;"></th>
|
||||
<th>Color / Item</th>
|
||||
<th>Manufacturer</th>
|
||||
<th>Part #</th>
|
||||
<th>Finish</th>
|
||||
<th>In Stock</th>
|
||||
<th class="text-end">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="needTableBody">
|
||||
@{ lastMfr = null; }
|
||||
@foreach (var item in needOrder)
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(selectedMfr) && item.Manufacturer != lastMfr)
|
||||
{
|
||||
lastMfr = item.Manufacturer;
|
||||
<tr class="table-secondary">
|
||||
<td colspan="6" class="py-1 px-3">
|
||||
<small class="fw-semibold text-uppercase text-muted">
|
||||
@(string.IsNullOrWhiteSpace(item.Manufacturer) ? "No Manufacturer" : item.Manufacturer)
|
||||
</small>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="panel-row" data-id="@item.Id">
|
||||
<td class="ps-3">
|
||||
@if (!string.IsNullOrWhiteSpace(item.ColorCode))
|
||||
{
|
||||
<span class="color-swatch" style="background: @(item.ColorCode.StartsWith("#") ? item.ColorCode : "#" + item.ColorCode);"
|
||||
title="@item.ColorCode"></span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="color-swatch bg-body-secondary"></span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<div class="fw-semibold">@(item.ColorName ?? item.Name)</div>
|
||||
@if (!string.IsNullOrWhiteSpace(item.ColorName) && item.ColorName != item.Name)
|
||||
{
|
||||
<div class="text-muted small">@item.Name</div>
|
||||
}
|
||||
</td>
|
||||
<td>@(item.Manufacturer ?? "—")</td>
|
||||
<td class="text-muted small">@(item.ManufacturerPartNumber ?? "—")</td>
|
||||
<td>@(item.Finish ?? "—")</td>
|
||||
<td>
|
||||
@if (item.QuantityOnHand > 0)
|
||||
{
|
||||
<span class="badge bg-success bg-opacity-10 text-success">@item.QuantityOnHand.ToString("N2") @item.UnitOfMeasure</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted small">None</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end pe-3">
|
||||
<button class="btn btn-sm btn-outline-success me-1 btn-toggle-panel"
|
||||
data-item-id="@item.Id" data-has-panel="true"
|
||||
title="Mark as received — panel is on wall">
|
||||
<i class="bi bi-check-lg me-1"></i>Got It
|
||||
</button>
|
||||
<a asp-action="Details" asp-route-id="@item.Id"
|
||||
class="btn btn-sm btn-outline-secondary" title="View item">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- On Wall Tab -->
|
||||
<div class="tab-pane fade @(activeTab == "onhand" ? "show active" : "")" id="pane-onhand" role="tabpanel">
|
||||
<div class="card border-0 shadow-sm border-top-0" style="border-radius: 0 0 .5rem .5rem;">
|
||||
<div class="card-body p-0">
|
||||
@if (!onHand.Any())
|
||||
{
|
||||
<div class="text-center py-5 text-muted">
|
||||
<i class="bi bi-palette display-4 d-block mb-2"></i>
|
||||
<p>No sample panels recorded yet. Use the <strong>Need to Order</strong> tab to mark colors as received.</p>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="table-group-divider">
|
||||
<tr>
|
||||
<th style="width:36px;"></th>
|
||||
<th>Color / Item</th>
|
||||
<th>Manufacturer</th>
|
||||
<th>Part #</th>
|
||||
<th>Finish</th>
|
||||
<th class="text-end">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@{ lastMfr = null; }
|
||||
@foreach (var item in onHand)
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(selectedMfr) && item.Manufacturer != lastMfr)
|
||||
{
|
||||
lastMfr = item.Manufacturer;
|
||||
<tr class="table-secondary">
|
||||
<td colspan="6" class="py-1 px-3">
|
||||
<small class="fw-semibold text-uppercase text-muted">
|
||||
@(string.IsNullOrWhiteSpace(item.Manufacturer) ? "No Manufacturer" : item.Manufacturer)
|
||||
</small>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
<tr class="panel-row" data-id="@item.Id">
|
||||
<td class="ps-3">
|
||||
@if (!string.IsNullOrWhiteSpace(item.ColorCode))
|
||||
{
|
||||
<span class="color-swatch" style="background: @(item.ColorCode.StartsWith("#") ? item.ColorCode : "#" + item.ColorCode);"
|
||||
title="@item.ColorCode"></span>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="color-swatch bg-body-secondary"></span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
<div class="fw-semibold">@(item.ColorName ?? item.Name)</div>
|
||||
@if (!string.IsNullOrWhiteSpace(item.ColorName) && item.ColorName != item.Name)
|
||||
{
|
||||
<div class="text-muted small">@item.Name</div>
|
||||
}
|
||||
</td>
|
||||
<td>@(item.Manufacturer ?? "—")</td>
|
||||
<td class="text-muted small">@(item.ManufacturerPartNumber ?? "—")</td>
|
||||
<td>@(item.Finish ?? "—")</td>
|
||||
<td class="text-end pe-3">
|
||||
<button class="btn btn-sm btn-outline-danger me-1 btn-toggle-panel"
|
||||
data-item-id="@item.Id" data-has-panel="false"
|
||||
title="Remove — panel no longer on wall">
|
||||
<i class="bi bi-x-lg me-1"></i>Remove
|
||||
</button>
|
||||
<a asp-action="Details" asp-route-id="@item.Id"
|
||||
class="btn btn-sm btn-outline-secondary" title="View item">
|
||||
<i class="bi bi-eye"></i>
|
||||
</a>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Print-only need-to-order output -->
|
||||
<div id="printArea" style="display:none;">
|
||||
<h3 style="font-family:sans-serif;">Sample Panels — Need to Order</h3>
|
||||
@if (!string.IsNullOrWhiteSpace(selectedMfr))
|
||||
{
|
||||
<p style="font-family:sans-serif;font-size:.9rem;color:#666;">Manufacturer: @selectedMfr</p>
|
||||
}
|
||||
<p style="font-family:sans-serif;font-size:.85rem;color:#666;">Printed @DateTime.Now.ToString("MMMM dd, yyyy")</p>
|
||||
<table style="width:100%;border-collapse:collapse;font-family:sans-serif;font-size:.85rem;">
|
||||
<thead>
|
||||
<tr style="background:#f0f0f0;">
|
||||
<th style="border:1px solid #ccc;padding:6px 10px;text-align:left;">Color</th>
|
||||
<th style="border:1px solid #ccc;padding:6px 10px;text-align:left;">Manufacturer</th>
|
||||
<th style="border:1px solid #ccc;padding:6px 10px;text-align:left;">Part #</th>
|
||||
<th style="border:1px solid #ccc;padding:6px 10px;text-align:left;">Finish</th>
|
||||
<th style="border:1px solid #ccc;padding:6px 10px;text-align:left;">In Stock</th>
|
||||
<th style="border:1px solid #ccc;padding:6px 10px;text-align:left;">Ordered ✓</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@{ lastMfr = null; }
|
||||
@foreach (var item in needOrder)
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(selectedMfr) && item.Manufacturer != lastMfr)
|
||||
{
|
||||
lastMfr = item.Manufacturer;
|
||||
<tr>
|
||||
<td colspan="6" style="border:1px solid #ccc;padding:4px 10px;background:#f7f7f7;">
|
||||
<strong>@(string.IsNullOrWhiteSpace(item.Manufacturer) ? "No Manufacturer" : item.Manufacturer)</strong>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
<tr>
|
||||
<td style="border:1px solid #ccc;padding:6px 10px;">@(item.ColorName ?? item.Name)</td>
|
||||
<td style="border:1px solid #ccc;padding:6px 10px;">@(item.Manufacturer ?? "")</td>
|
||||
<td style="border:1px solid #ccc;padding:6px 10px;">@(item.ManufacturerPartNumber ?? "")</td>
|
||||
<td style="border:1px solid #ccc;padding:6px 10px;">@(item.Finish ?? "")</td>
|
||||
<td style="border:1px solid #ccc;padding:6px 10px;">@(item.QuantityOnHand > 0 ? item.QuantityOnHand.ToString("N2") + " " + item.UnitOfMeasure : "—")</td>
|
||||
<td style="border:1px solid #ccc;padding:6px 10px;"> </td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/sample-panels.js" asp-append-version="true"></script>
|
||||
}
|
||||
|
||||
@@ -1,512 +0,0 @@
|
||||
@using PowderCoating.Application.DTOs.Inventory
|
||||
@using PowderCoating.Web.Controllers
|
||||
@{
|
||||
var item = ViewBag.ItemDto as InventoryItemDto;
|
||||
var myJobs = ViewBag.MyJobs as List<ScanJobOption> ?? new();
|
||||
var otherJobs = ViewBag.OtherJobs as List<ScanJobOption> ?? new();
|
||||
var preselectedJobId = ViewBag.PreselectedJobId as int?;
|
||||
var scanError = ViewBag.ScanError as string;
|
||||
ViewData["Title"] = $"Log Usage — {item?.Name}";
|
||||
Layout = null; // mobile-first standalone page
|
||||
}
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="utf-8" />
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1" />
|
||||
<title>Log Usage — @item?.Name</title>
|
||||
<style>
|
||||
:root {
|
||||
--purple: #6f42c1;
|
||||
--purple-dark: #5a32a3;
|
||||
--danger: #dc3545;
|
||||
--success: #198754;
|
||||
--muted: #6c757d;
|
||||
--border: #dee2e6;
|
||||
--bg: #f8f9fa;
|
||||
}
|
||||
|
||||
* { box-sizing: border-box; margin: 0; padding: 0; }
|
||||
|
||||
body {
|
||||
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Arial, sans-serif;
|
||||
background: var(--bg);
|
||||
min-height: 100vh;
|
||||
padding-bottom: 32px;
|
||||
}
|
||||
|
||||
/* ── Header ──────────────────────────────────── */
|
||||
.page-header {
|
||||
background: var(--purple);
|
||||
color: #fff;
|
||||
padding: 16px;
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 12px;
|
||||
}
|
||||
.page-header .logo { font-weight: 700; font-size: 13px; letter-spacing: .05em; opacity: .85; }
|
||||
.page-header h1 { font-size: 18px; font-weight: 700; line-height: 1.2; }
|
||||
.page-header .sub { font-size: 13px; opacity: .85; }
|
||||
|
||||
/* ── Item card ───────────────────────────────── */
|
||||
.item-card {
|
||||
background: #fff;
|
||||
margin: 16px;
|
||||
border-radius: 12px;
|
||||
padding: 16px;
|
||||
box-shadow: 0 1px 4px rgba(0,0,0,.1);
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 14px;
|
||||
}
|
||||
.item-qr img { width: 70px; height: 70px; border-radius: 6px; border: 1px solid var(--border); }
|
||||
.item-info .item-name { font-size: 16px; font-weight: 700; }
|
||||
.item-info .item-sku { font-size: 13px; color: var(--muted); margin-top: 2px; }
|
||||
.item-info .item-stock {
|
||||
margin-top: 6px;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
}
|
||||
.stock-ok { color: var(--success); }
|
||||
.stock-low { color: var(--danger); }
|
||||
.stock-zero { color: #343a40; }
|
||||
|
||||
/* ── Form card ───────────────────────────────── */
|
||||
.form-card {
|
||||
background: #fff;
|
||||
margin: 0 16px 16px;
|
||||
border-radius: 12px;
|
||||
padding: 20px 16px;
|
||||
box-shadow: 0 1px 4px rgba(0,0,0,.1);
|
||||
}
|
||||
.form-card h2 { font-size: 15px; font-weight: 700; margin-bottom: 16px; color: #333; }
|
||||
|
||||
.field { margin-bottom: 18px; }
|
||||
.field label {
|
||||
display: block;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: #444;
|
||||
margin-bottom: 6px;
|
||||
}
|
||||
.field label .req { color: var(--danger); }
|
||||
|
||||
.field input[type=number],
|
||||
.field select,
|
||||
.field textarea {
|
||||
width: 100%;
|
||||
padding: 12px 14px;
|
||||
border: 1.5px solid var(--border);
|
||||
border-radius: 8px;
|
||||
font-size: 16px; /* prevents iOS zoom */
|
||||
background: #fff;
|
||||
appearance: none;
|
||||
-webkit-appearance: none;
|
||||
}
|
||||
.field input[type=number]:focus,
|
||||
.field select:focus,
|
||||
.field textarea:focus {
|
||||
outline: none;
|
||||
border-color: var(--purple);
|
||||
box-shadow: 0 0 0 3px rgba(111,66,193,.15);
|
||||
}
|
||||
|
||||
/* ── Job picker ──────────────────────────────── */
|
||||
.job-tabs { display: flex; gap: 8px; margin-bottom: 12px; }
|
||||
.job-tab {
|
||||
flex: 1;
|
||||
padding: 8px;
|
||||
border: 1.5px solid var(--border);
|
||||
border-radius: 8px;
|
||||
background: #fff;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: var(--muted);
|
||||
cursor: pointer;
|
||||
text-align: center;
|
||||
}
|
||||
.job-tab.active { border-color: var(--purple); color: var(--purple); background: #f3effe; }
|
||||
|
||||
.job-list { display: flex; flex-direction: column; gap: 8px; max-height: 220px; overflow-y: auto; }
|
||||
.job-option {
|
||||
padding: 10px 12px;
|
||||
border: 1.5px solid var(--border);
|
||||
border-radius: 8px;
|
||||
cursor: pointer;
|
||||
background: #fff;
|
||||
display: flex;
|
||||
flex-direction: column;
|
||||
gap: 2px;
|
||||
}
|
||||
.job-option:hover, .job-option.selected { border-color: var(--purple); background: #f3effe; }
|
||||
.job-option .jn { font-size: 14px; font-weight: 700; }
|
||||
.job-option .cn { font-size: 12px; color: var(--muted); }
|
||||
.no-job-opt {
|
||||
padding: 10px 12px;
|
||||
border: 1.5px dashed var(--border);
|
||||
border-radius: 8px;
|
||||
cursor: pointer;
|
||||
background: #fff;
|
||||
font-size: 13px;
|
||||
color: var(--muted);
|
||||
text-align: center;
|
||||
}
|
||||
.no-job-opt.selected { border-color: var(--muted); background: #f8f9fa; color: #333; }
|
||||
#jobIdInput { display: none; }
|
||||
|
||||
/* ── Reason pills ────────────────────────────── */
|
||||
.reason-pills { display: flex; flex-wrap: wrap; gap: 8px; }
|
||||
.reason-pill {
|
||||
padding: 8px 14px;
|
||||
border: 1.5px solid var(--border);
|
||||
border-radius: 20px;
|
||||
font-size: 13px;
|
||||
cursor: pointer;
|
||||
background: #fff;
|
||||
color: #444;
|
||||
white-space: nowrap;
|
||||
}
|
||||
.reason-pill.selected { border-color: var(--purple); background: #f3effe; color: var(--purple); font-weight: 600; }
|
||||
|
||||
/* ── Input mode toggle ───────────────────────── */
|
||||
.mode-toggle { display: flex; border: 1.5px solid var(--border); border-radius: 8px; overflow: hidden; margin-bottom: 18px; }
|
||||
.mode-btn {
|
||||
flex: 1;
|
||||
padding: 10px 8px;
|
||||
background: #fff;
|
||||
border: none;
|
||||
font-size: 13px;
|
||||
font-weight: 600;
|
||||
color: var(--muted);
|
||||
cursor: pointer;
|
||||
text-align: center;
|
||||
transition: background .15s, color .15s;
|
||||
}
|
||||
.mode-btn.active { background: var(--purple); color: #fff; }
|
||||
.mode-btn:first-child { border-right: 1.5px solid var(--border); }
|
||||
|
||||
/* ── Submit / Cancel ─────────────────────────── */
|
||||
.btn-submit {
|
||||
width: 100%;
|
||||
padding: 16px;
|
||||
background: var(--purple);
|
||||
color: #fff;
|
||||
border: none;
|
||||
border-radius: 10px;
|
||||
font-size: 17px;
|
||||
font-weight: 700;
|
||||
cursor: pointer;
|
||||
margin-top: 4px;
|
||||
}
|
||||
.btn-submit:disabled { opacity: .6; }
|
||||
.btn-submit:active { background: var(--purple-dark); }
|
||||
.btn-cancel {
|
||||
display: block;
|
||||
width: 100%;
|
||||
padding: 14px;
|
||||
background: #fff;
|
||||
color: var(--muted);
|
||||
border: 1.5px solid var(--border);
|
||||
border-radius: 10px;
|
||||
font-size: 16px;
|
||||
font-weight: 600;
|
||||
cursor: pointer;
|
||||
margin-top: 10px;
|
||||
text-align: center;
|
||||
text-decoration: none;
|
||||
}
|
||||
.btn-cancel:active { background: #f0f0f0; }
|
||||
|
||||
.error-banner {
|
||||
margin: 0 16px 16px;
|
||||
background: #f8d7da;
|
||||
color: #842029;
|
||||
border: 1px solid #f5c2c7;
|
||||
border-radius: 8px;
|
||||
padding: 12px 14px;
|
||||
font-size: 14px;
|
||||
}
|
||||
|
||||
.hint { font-size: 12px; color: var(--muted); margin-top: 4px; }
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
|
||||
<div class="page-header">
|
||||
<div>
|
||||
<div class="logo">Powder Coating Logix</div>
|
||||
<h1>Log Usage</h1>
|
||||
<div class="sub">Record powder used from inventory</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@if (!string.IsNullOrEmpty(scanError))
|
||||
{
|
||||
<div class="error-banner">⚠ @scanError</div>
|
||||
}
|
||||
|
||||
<!-- Item Info -->
|
||||
<div class="item-card">
|
||||
<div class="item-qr">
|
||||
<img src="/Inventory/QrCode/@item!.Id?size=4" alt="QR" />
|
||||
</div>
|
||||
<div class="item-info">
|
||||
<div class="item-name">@item.Name</div>
|
||||
<div class="item-sku">@item.SKU</div>
|
||||
@if (!string.IsNullOrEmpty(item.ColorName))
|
||||
{
|
||||
<div class="item-sku">@item.ColorName@(item.Finish != null ? " · " + item.Finish : "")</div>
|
||||
}
|
||||
<div class="item-stock @(item.IsOutOfStock ? "stock-zero" : item.IsLowStock ? "stock-low" : "stock-ok")">
|
||||
@item.QuantityOnHand.ToString("N2") @item.UnitOfMeasure on hand
|
||||
@if (item.IsOutOfStock) { <span>· Out of Stock</span> }
|
||||
else if (item.IsLowStock) { <span>· Low Stock</span> }
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Usage Form -->
|
||||
<form method="post" action="/Inventory/LogUsage" id="usageForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="inventoryItemId" value="@item.Id" />
|
||||
<input type="hidden" name="jobId" id="jobIdInput" />
|
||||
<input type="hidden" name="transactionType" id="transactionTypeInput" value="Adjustment" />
|
||||
|
||||
<div class="form-card">
|
||||
<h2>1. Select Job (optional)</h2>
|
||||
|
||||
@if (myJobs.Any() || otherJobs.Any())
|
||||
{
|
||||
<div class="job-tabs">
|
||||
@if (myJobs.Any())
|
||||
{
|
||||
<div class="job-tab active" id="tabMine" onclick="showTab('mine')">My Jobs (@myJobs.Count)</div>
|
||||
}
|
||||
@if (otherJobs.Any())
|
||||
{
|
||||
<div class="job-tab @(!myJobs.Any() ? "active" : "")" id="tabOther" onclick="showTab('other')">Other Jobs</div>
|
||||
}
|
||||
<div class="job-tab" id="tabNone" onclick="showTab('none')">No Job</div>
|
||||
</div>
|
||||
|
||||
<div id="listMine" class="job-list" style="@(!myJobs.Any() ? "display:none" : "")">
|
||||
@foreach (var j in myJobs)
|
||||
{
|
||||
<div class="job-option @(preselectedJobId == j.Id ? "selected" : "")"
|
||||
data-jobid="@j.Id" onclick="selectJob(this)">
|
||||
<span class="jn">@j.JobNumber</span>
|
||||
<span class="cn">@j.CustomerName</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div id="listOther" class="job-list" style="display:none">
|
||||
@foreach (var j in otherJobs)
|
||||
{
|
||||
<div class="job-option" data-jobid="@j.Id" onclick="selectJob(this)">
|
||||
<span class="jn">@j.JobNumber</span>
|
||||
<span class="cn">@j.CustomerName</span>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
<div id="listNone" style="display:none">
|
||||
<div class="no-job-opt selected" onclick="selectNoJob(this)">
|
||||
No job — log as general usage
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<p style="font-size:13px;color:var(--muted)">No active jobs found. Usage will be logged without a job reference.</p>
|
||||
}
|
||||
|
||||
<div class="hint" id="jobHint" style="margin-top:8px"></div>
|
||||
</div>
|
||||
|
||||
<div class="form-card">
|
||||
<h2>2. Enter Quantity</h2>
|
||||
|
||||
<div class="mode-toggle">
|
||||
<button type="button" class="mode-btn active" id="modeUsed" onclick="setMode('used')">Amount Used</button>
|
||||
<button type="button" class="mode-btn" id="modeRemaining" onclick="setMode('remaining')">Remaining Weight</button>
|
||||
</div>
|
||||
|
||||
<!-- amount-used mode -->
|
||||
<div id="usedField" class="field">
|
||||
<label for="quantityInput">Amount Used (@item.UnitOfMeasure) <span class="req">*</span></label>
|
||||
<input type="number" id="quantityInput" name="quantity"
|
||||
min="0" step="any" placeholder="0" inputmode="decimal"
|
||||
oninvalid="this.setCustomValidity('')" />
|
||||
<div class="hint" id="balanceHint"></div>
|
||||
</div>
|
||||
|
||||
<!-- remaining-weight mode -->
|
||||
<div id="remainingField" class="field" style="display:none">
|
||||
<label for="remainingInput">Weight Remaining (@item.UnitOfMeasure) <span class="req">*</span></label>
|
||||
<input type="number" id="remainingInput" min="0" step="any"
|
||||
placeholder="0" inputmode="decimal" />
|
||||
<div class="hint" id="remainingHint"></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-card">
|
||||
<h2>3. Reason</h2>
|
||||
<div class="field">
|
||||
<div class="reason-pills">
|
||||
<div class="reason-pill selected" data-val="JobUsage" onclick="selectReason(this)">Job Usage</div>
|
||||
<div class="reason-pill" data-val="Waste" onclick="selectReason(this)">Waste / Spillage</div>
|
||||
<div class="reason-pill" data-val="Adjustment" onclick="selectReason(this)">Correction</div>
|
||||
<div class="reason-pill" data-val="Transfer" onclick="selectReason(this)">Transfer Out</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="field">
|
||||
<label for="notesInput">Notes <span style="font-weight:400;color:var(--muted)">(optional)</span></label>
|
||||
<textarea id="notesInput" name="notes" rows="2"
|
||||
placeholder="Any additional details…" maxlength="500"
|
||||
style="font-size:16px;resize:none"></textarea>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div style="margin: 0 16px 8px">
|
||||
<button type="submit" class="btn-submit" id="submitBtn">
|
||||
Save Usage Log
|
||||
</button>
|
||||
<a href="/Inventory/Details/@item!.Id" class="btn-cancel">Cancel</a>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<script>
|
||||
var currentQty = @item.QuantityOnHand;
|
||||
var uom = '@item.UnitOfMeasure';
|
||||
var inputMode = 'used'; // 'used' | 'remaining'
|
||||
|
||||
// ── Input mode toggle ────────────────────────────
|
||||
function setMode(mode) {
|
||||
inputMode = mode;
|
||||
document.getElementById('modeUsed').classList.toggle('active', mode === 'used');
|
||||
document.getElementById('modeRemaining').classList.toggle('active', mode === 'remaining');
|
||||
document.getElementById('usedField').style.display = mode === 'used' ? '' : 'none';
|
||||
document.getElementById('remainingField').style.display = mode === 'remaining' ? '' : 'none';
|
||||
document.getElementById('balanceHint').textContent = '';
|
||||
document.getElementById('remainingHint').textContent = '';
|
||||
// clear both inputs when switching
|
||||
document.getElementById('quantityInput').value = '';
|
||||
document.getElementById('remainingInput').value = '';
|
||||
}
|
||||
|
||||
// ── Job selection ────────────────────────────────
|
||||
function showTab(tab) {
|
||||
['mine','other','none'].forEach(function(t) {
|
||||
var list = document.getElementById('list' + t.charAt(0).toUpperCase() + t.slice(1));
|
||||
var tabEl = document.getElementById('tab' + t.charAt(0).toUpperCase() + t.slice(1));
|
||||
if (list) list.style.display = t === tab ? '' : 'none';
|
||||
if (tabEl) tabEl.classList.toggle('active', t === tab);
|
||||
});
|
||||
if (tab === 'none') {
|
||||
document.getElementById('jobIdInput').value = '';
|
||||
document.getElementById('jobHint').textContent = 'Usage will be logged without a job reference.';
|
||||
} else {
|
||||
document.getElementById('jobIdInput').value = '';
|
||||
document.getElementById('jobHint').textContent = '';
|
||||
}
|
||||
}
|
||||
|
||||
function selectJob(el) {
|
||||
document.querySelectorAll('.job-option').forEach(function(e) { e.classList.remove('selected'); });
|
||||
el.classList.add('selected');
|
||||
document.getElementById('jobIdInput').value = el.dataset.jobid;
|
||||
document.getElementById('jobHint').textContent = 'Job selected: ' + el.querySelector('.jn').textContent;
|
||||
}
|
||||
|
||||
function selectNoJob(el) {
|
||||
document.querySelectorAll('.job-option').forEach(function(e) { e.classList.remove('selected'); });
|
||||
document.getElementById('jobIdInput').value = '';
|
||||
document.getElementById('jobHint').textContent = 'Usage will be logged without a job reference.';
|
||||
}
|
||||
|
||||
// ── Reason selection ─────────────────────────────
|
||||
function selectReason(el) {
|
||||
document.querySelectorAll('.reason-pill').forEach(function(e) { e.classList.remove('selected'); });
|
||||
el.classList.add('selected');
|
||||
document.getElementById('transactionTypeInput').value = el.dataset.val;
|
||||
}
|
||||
|
||||
// ── Balance hint (amount-used mode) ─────────────
|
||||
document.getElementById('quantityInput').addEventListener('input', function() {
|
||||
var qty = parseFloat(this.value) || 0;
|
||||
if (!this.value) { document.getElementById('balanceHint').textContent = ''; return; }
|
||||
var newBal = currentQty - qty;
|
||||
var col = newBal < 0 ? 'var(--danger)' : newBal === 0 ? '#343a40' : 'var(--success)';
|
||||
document.getElementById('balanceHint').innerHTML =
|
||||
'New balance: <strong style="color:' + col + '">' + newBal.toFixed(2) + ' ' + uom + '</strong>';
|
||||
});
|
||||
|
||||
// ── Remaining-weight hint ────────────────────────
|
||||
document.getElementById('remainingInput').addEventListener('input', function() {
|
||||
var hint = document.getElementById('remainingHint');
|
||||
if (!this.value) { hint.textContent = ''; return; }
|
||||
var remaining = parseFloat(this.value);
|
||||
if (isNaN(remaining) || remaining < 0) { hint.innerHTML = '<span style="color:var(--danger)">Enter a valid weight.</span>'; return; }
|
||||
if (remaining > currentQty) {
|
||||
hint.innerHTML = '<span style="color:var(--danger)">Remaining cannot exceed current stock (' + currentQty.toFixed(2) + ' ' + uom + ').</span>';
|
||||
return;
|
||||
}
|
||||
var used = currentQty - remaining;
|
||||
if (used <= 0) {
|
||||
hint.innerHTML = '<span style="color:var(--danger)">No usage to log — remaining equals current stock.</span>';
|
||||
return;
|
||||
}
|
||||
hint.innerHTML = 'Will log <strong>' + used.toFixed(2) + ' ' + uom + '</strong> as used — new balance: <strong style="color:' + (remaining === 0 ? '#343a40' : 'var(--success)') + '">' + remaining.toFixed(2) + ' ' + uom + '</strong>';
|
||||
});
|
||||
|
||||
// ── Preselect job if coming from success page ────
|
||||
@if (preselectedJobId.HasValue)
|
||||
{
|
||||
<text>
|
||||
(function() {
|
||||
var preId = '@preselectedJobId';
|
||||
var el = document.querySelector('[data-jobid="' + preId + '"]');
|
||||
if (el) { selectJob(el); el.scrollIntoView({block:'nearest'}); }
|
||||
}());
|
||||
</text>
|
||||
}
|
||||
|
||||
// ── Submit: resolve quantity from whichever mode is active ──
|
||||
document.getElementById('usageForm').addEventListener('submit', function(e) {
|
||||
if (inputMode === 'remaining') {
|
||||
var remaining = parseFloat(document.getElementById('remainingInput').value);
|
||||
if (isNaN(remaining) || remaining < 0 || remaining > currentQty) {
|
||||
e.preventDefault();
|
||||
document.getElementById('remainingHint').innerHTML =
|
||||
'<span style="color:var(--danger)">Please enter a valid remaining weight.</span>';
|
||||
return;
|
||||
}
|
||||
var used = currentQty - remaining;
|
||||
if (used <= 0) {
|
||||
e.preventDefault();
|
||||
document.getElementById('remainingHint').innerHTML =
|
||||
'<span style="color:var(--danger)">No usage to log — remaining equals current stock.</span>';
|
||||
return;
|
||||
}
|
||||
document.getElementById('quantityInput').value = used.toFixed(4);
|
||||
}
|
||||
|
||||
// validate amount-used mode
|
||||
if (inputMode === 'used') {
|
||||
var qty = parseFloat(document.getElementById('quantityInput').value);
|
||||
if (isNaN(qty) || qty <= 0) {
|
||||
e.preventDefault();
|
||||
document.getElementById('balanceHint').innerHTML =
|
||||
'<span style="color:var(--danger)">Please enter a quantity greater than zero.</span>';
|
||||
return;
|
||||
}
|
||||
}
|
||||
|
||||
var btn = document.getElementById('submitBtn');
|
||||
btn.disabled = true;
|
||||
btn.textContent = 'Saving…';
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
|
||||
@@ -1,114 +0,0 @@
|
||||
<!-- Add-stock modal: shown when label scan matches an existing inventory item -->
|
||||
<div class="modal fade" id="addStockModal" tabindex="-1" aria-labelledby="addStockModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-dialog-centered" style="max-width:420px;">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header py-2">
|
||||
<h6 class="modal-title" id="addStockModalLabel">
|
||||
<i class="bi bi-box-seam me-2 text-success"></i>Already in Inventory
|
||||
</h6>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
</div>
|
||||
<div class="modal-body pb-2">
|
||||
<p class="mb-1">
|
||||
<strong id="add-stock-item-name" class="text-body"></strong> is already in your inventory.
|
||||
</p>
|
||||
<p class="text-muted small mb-3">
|
||||
Current stock: <strong id="add-stock-current-qty"></strong>
|
||||
</p>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold small">Quantity to Add <span class="text-danger">*</span></label>
|
||||
<div class="input-group input-group-sm">
|
||||
<input type="number" id="add-stock-qty" class="form-control" min="0.01" step="0.01" placeholder="e.g. 5">
|
||||
<span class="input-group-text" id="add-stock-uom-label">lbs</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold small">Unit Cost <span class="text-muted fw-normal">(optional — updates item cost)</span></label>
|
||||
<div class="input-group input-group-sm">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" id="add-stock-cost" class="form-control" min="0" step="0.01" placeholder="Leave blank to keep current">
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<label class="form-label fw-semibold small">Notes <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<input type="text" id="add-stock-notes" class="form-control form-control-sm" placeholder="e.g. New bag received">
|
||||
</div>
|
||||
<div id="add-stock-status" class="d-none small mt-2"></div>
|
||||
</div>
|
||||
<div class="modal-footer flex-column align-items-stretch gap-2 py-2">
|
||||
<button id="add-stock-confirm-btn" type="button" class="btn btn-success">
|
||||
<i class="bi bi-plus-circle me-1"></i>Add Stock
|
||||
</button>
|
||||
<button id="add-stock-new-btn" type="button" class="btn btn-link btn-sm text-muted">
|
||||
Add as a new entry instead (e.g. different lot)
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="modal fade" id="labelScanModal" tabindex="-1" aria-labelledby="labelScanModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog modal-dialog-centered" style="max-width:480px;">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header py-2">
|
||||
<h6 class="modal-title" id="labelScanModalLabel">
|
||||
<i class="bi bi-qr-code-scan me-2 text-primary"></i>Scan Powder Label
|
||||
</h6>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||
</div>
|
||||
|
||||
<div class="modal-body p-0 position-relative bg-black" style="min-height:300px;">
|
||||
<!-- Live camera feed -->
|
||||
<video id="scan-video" autoplay playsinline muted
|
||||
style="width:100%;display:block;max-height:400px;object-fit:cover;"></video>
|
||||
|
||||
<!-- Hidden canvas used for QR analysis and frame capture -->
|
||||
<canvas id="scan-canvas" style="display:none;"></canvas>
|
||||
|
||||
<!-- Targeting overlay: darkened edges with a bright center window -->
|
||||
<div style="position:absolute;inset:0;pointer-events:none;">
|
||||
<svg width="100%" height="100%" xmlns="http://www.w3.org/2000/svg">
|
||||
<defs>
|
||||
<mask id="scan-mask">
|
||||
<rect width="100%" height="100%" fill="white"/>
|
||||
<rect x="15%" y="20%" width="70%" height="60%" rx="8" fill="black"/>
|
||||
</mask>
|
||||
</defs>
|
||||
<rect width="100%" height="100%" fill="rgba(0,0,0,0.45)" mask="url(#scan-mask)"/>
|
||||
<!-- Corner brackets -->
|
||||
<g stroke="#fff" stroke-width="3" fill="none" opacity="0.9">
|
||||
<path d="M 15% 28% L 15% 20% L 23% 20%"/>
|
||||
<path d="M 77% 20% L 85% 20% L 85% 28%"/>
|
||||
<path d="M 85% 72% L 85% 80% L 77% 80%"/>
|
||||
<path d="M 23% 80% L 15% 80% L 15% 72%"/>
|
||||
</g>
|
||||
</svg>
|
||||
</div>
|
||||
|
||||
<!-- Processing overlay: shown while the server lookup is running -->
|
||||
<div id="scan-processing" style="display:none;position:absolute;inset:0;z-index:10;background:rgba(0,0,0,0.88);align-items:center;justify-content:center;flex-direction:column;color:#fff;text-align:center;padding:1.5rem;">
|
||||
<div class="spinner-border text-light mb-3" style="width:2.5rem;height:2.5rem;"></div>
|
||||
<div id="scan-processing-msg" class="fw-medium fs-6">Looking up product…</div>
|
||||
<div class="text-white-50 small mt-1">This may take a few seconds</div>
|
||||
</div>
|
||||
|
||||
<!-- Status inside the modal -->
|
||||
<div id="scan-modal-status" class="alert alert-info py-2 small mb-0 mt-2 d-none mx-2 mb-2"
|
||||
style="position:absolute;bottom:0;left:0;right:0;margin:8px !important;"></div>
|
||||
</div>
|
||||
|
||||
<div class="modal-footer flex-column align-items-stretch py-2 gap-2">
|
||||
<div class="text-muted small text-center">
|
||||
<i class="bi bi-magic me-1"></i>QR codes are detected automatically.
|
||||
</div>
|
||||
<div id="scan-shutter-wrap" class="d-none">
|
||||
<div class="text-muted small text-center mb-2">No QR code? Tap to read the label text with AI.</div>
|
||||
<button id="scan-shutter-btn" type="button" class="btn btn-secondary w-100">
|
||||
<i class="bi bi-camera me-1"></i>Scan Label Text
|
||||
</button>
|
||||
</div>
|
||||
<button type="button" class="btn btn-outline-secondary btn-sm" data-bs-dismiss="modal">Cancel</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,811 +0,0 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@model PowderCoating.Application.DTOs.Invoice.CreateInvoiceDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Create Invoice";
|
||||
ViewData["PageIcon"] = "bi-receipt";
|
||||
ViewData["PageHelpTitle"] = "Create Invoice";
|
||||
ViewData["PageHelpContent"] = "Invoices start as Drafts — you can freely edit them until you click Send. Once sent, the invoice is locked and the customer is emailed. Line items are pre-populated from the job's items but you can add, edit, or remove any line before sending. Partial payments are supported after sending.";
|
||||
var jobNumber = ViewBag.JobNumber as string;
|
||||
var customerName = ViewBag.CustomerName as string;
|
||||
var customers = ViewBag.Customers as List<Customer>;
|
||||
bool hasJob = !string.IsNullOrEmpty(jobNumber);
|
||||
}
|
||||
|
||||
@section Styles {
|
||||
<style>
|
||||
.merch-combo-dropdown { background: #fff; border: 1px solid #dee2e6; color: #212529; }
|
||||
[data-bs-theme="dark"] .merch-combo-dropdown { background: var(--bs-body-bg) !important; border-color: var(--bs-border-color) !important; color: var(--bs-body-color) !important; }
|
||||
[data-bs-theme="dark"] .merch-opt { color: var(--bs-body-color) !important; }
|
||||
[data-bs-theme="dark"] .gc-input { background: #3a2e00 !important; color: var(--bs-body-color) !important; }
|
||||
</style>
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
@if (hasJob)
|
||||
{
|
||||
<p class="text-muted mb-0 small">Job #@jobNumber — @customerName</p>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div></div>
|
||||
}
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to Invoices
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<form asp-action="Create" method="post" id="invoiceForm">
|
||||
@Html.AntiForgeryToken()
|
||||
<input type="hidden" name="guidedActivation" value="@ViewBag.GuidedActivation" />
|
||||
|
||||
@if (!ViewData.ModelState.IsValid)
|
||||
{
|
||||
<div class="alert alert-danger alert-dismissible fade show mb-3" role="alert">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>
|
||||
<div asp-validation-summary="All" class="d-inline"></div>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
|
||||
</div>
|
||||
}
|
||||
|
||||
@if (ViewBag.GuidedActivation != null)
|
||||
{
|
||||
<div class="alert alert-primary alert-permanent border-0 shadow-sm mb-4">
|
||||
<div class="fw-semibold mb-1">Optional next step: Create the invoice</div>
|
||||
<div>This uses the real invoice flow. Review the line items, then save when you want to close the loop with billing.</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
<input type="hidden" asp-for="PreparedById" />
|
||||
<input type="hidden" asp-for="JobId" />
|
||||
<input type="hidden" asp-for="CustomerId" id="hiddenCustomerId" />
|
||||
<input type="hidden" asp-for="EarlyPaymentDiscountPercent" id="EarlyPaymentDiscountPercent" />
|
||||
<input type="hidden" asp-for="EarlyPaymentDiscountDays" id="EarlyPaymentDiscountDays" />
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- LEFT: Main form -->
|
||||
<div class="col-lg-8">
|
||||
|
||||
<!-- Customer / Job Info -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3">
|
||||
<h6 class="mb-0"><i class="bi bi-person-circle me-2"></i>Customer & Job</h6>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@if (hasJob)
|
||||
{
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label class="form-label text-muted small">Customer</label>
|
||||
<p class="fw-semibold mb-0">@customerName</p>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label class="form-label text-muted small">Job #</label>
|
||||
<p class="fw-semibold mb-0">
|
||||
@if (Model.JobId.HasValue)
|
||||
{
|
||||
<a asp-controller="Jobs" asp-action="Details" asp-route-id="@Model.JobId"
|
||||
class="text-decoration-none">@jobNumber</a>
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">Merchandise Sale</span>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="row g-3">
|
||||
<div class="col-md-6">
|
||||
<label class="form-label fw-semibold">Customer <span class="text-danger">*</span></label>
|
||||
<select class="form-select @(ViewData.ModelState["CustomerId"]?.Errors.Count > 0 ? "is-invalid" : "")"
|
||||
id="customerSelect" onchange="onCustomerChanged(this)">
|
||||
<option value="">-- Select Customer --</option>
|
||||
@if (customers != null)
|
||||
{
|
||||
foreach (var c in customers)
|
||||
{
|
||||
var name = c.IsCommercial
|
||||
? c.CompanyName
|
||||
: $"{c.ContactFirstName} {c.ContactLastName}".Trim();
|
||||
if (c.IsTaxExempt) name += " ★";
|
||||
<option value="@c.Id" selected="@(Model.CustomerId == c.Id)" data-tax-exempt="@c.IsTaxExempt.ToString().ToLower()">@name</option>
|
||||
}
|
||||
}
|
||||
</select>
|
||||
<span asp-validation-for="CustomerId" class="invalid-feedback"></span>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Invoice Details -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-info-circle me-2"></i>Invoice Details</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Invoice Details"
|
||||
data-bs-content="Invoice Date is the date of issue — this is what appears on the printed invoice and determines when payment terms start counting. Due Date drives overdue status and A/R aging reports. Payment Terms is free text (e.g., 'Net 30') that prints on the invoice; it defaults from the customer's settings but you can override it here.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="InvoiceDate" class="form-label fw-semibold mb-0">Invoice Date <span class="text-danger">*</span></label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Invoice Date"
|
||||
data-bs-content="The date the invoice is issued. This appears on the printed document and is the reference date for payment terms — e.g., Net 30 means payment is due 30 days after this date. Defaults to today.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="InvoiceDate" type="date" class="form-control"
|
||||
value="@Model.InvoiceDate.ToString("yyyy-MM-dd")" />
|
||||
<span asp-validation-for="InvoiceDate" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="DueDate" class="form-label fw-semibold mb-0">Due Date</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Due Date"
|
||||
data-bs-content="When payment is expected. Once this date passes with an unpaid balance, the invoice status changes to Overdue and it appears in red on the list. Defaults to Invoice Date + the customer's payment terms days.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<input asp-for="DueDate" type="date" class="form-control"
|
||||
value="@(Model.DueDate.HasValue ? Model.DueDate.Value.ToString("yyyy-MM-dd") : "")" />
|
||||
<span asp-validation-for="DueDate" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="CustomerPO" class="form-label fw-semibold mb-0">Customer PO #</label>
|
||||
<input asp-for="CustomerPO" class="form-control" placeholder="Optional" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="row g-3 mt-1">
|
||||
<div class="col-md-12">
|
||||
<div class="d-flex align-items-center gap-1">
|
||||
<label asp-for="Terms" class="form-label fw-semibold mb-0">Payment Terms</label>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Payment Terms"
|
||||
data-bs-content="Prints on the invoice. Pre-filled from your App Defaults. Changing it here only affects this invoice.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="Terms" asp-items="ViewBag.PaymentTermsOptions" class="form-select"></select>
|
||||
<div id="earlyPaymentDiscountNotice" class="form-text text-success d-none"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Line Items -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3 d-flex justify-content-between align-items-center">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-list-ul me-2"></i>Line Items</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Line Items"
|
||||
data-bs-content="Each row is a billable line on the invoice. Pre-populated from the job's items. Qty × Unit Price = Total per line; you can override the Total directly too. Color is optional — it appears under the description on the printed invoice. Add manual lines for anything not in the job (e.g., pickup fee, rush charge).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="d-flex gap-2">
|
||||
<button type="button" class="btn btn-sm btn-outline-success" onclick="toggleMerchPicker()"
|
||||
id="addMerchBtn" title="Add a merchandise item from your catalog">
|
||||
<i class="bi bi-shop me-1"></i>Add Merchandise
|
||||
</button>
|
||||
<button type="button" class="btn btn-sm btn-outline-warning" data-bs-toggle="modal" data-bs-target="#gcModal"
|
||||
title="Sell a gift certificate">
|
||||
<i class="bi bi-gift me-1"></i>Gift Certificate
|
||||
</button>
|
||||
<button type="button" class="btn btn-sm btn-outline-primary" onclick="addLineItem()">
|
||||
<i class="bi bi-plus-circle me-1"></i>Add Line
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<!-- Merchandise Picker (collapsed by default) -->
|
||||
<div id="merchPickerPanel" class="border-bottom px-3 py-2 bg-light d-none">
|
||||
<div class="d-flex gap-2 align-items-center">
|
||||
<div class="position-relative flex-grow-1" id="merchComboWrapper">
|
||||
<div class="input-group input-group-sm">
|
||||
<input type="text" id="merchInput" class="form-control form-control-sm"
|
||||
placeholder="Search merchandise..." autocomplete="off"
|
||||
oninput="merchComboInput()"
|
||||
onfocus="merchComboOpen()"
|
||||
onkeydown="merchComboKey(event)" />
|
||||
<button class="btn btn-outline-secondary btn-sm" type="button" tabindex="-1"
|
||||
onclick="merchComboToggle()">
|
||||
<i class="bi bi-chevron-down" style="font-size:.75rem;"></i>
|
||||
</button>
|
||||
</div>
|
||||
<div id="merchDropdown"
|
||||
class="merch-combo-dropdown"
|
||||
style="display:none;max-height:220px;overflow-y:auto;z-index:1060;border-radius:0.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);position:fixed;">
|
||||
</div>
|
||||
</div>
|
||||
<button type="button" class="btn btn-success btn-sm text-nowrap"
|
||||
onclick="addMerchandiseLineItem()">
|
||||
<i class="bi bi-plus-circle me-1"></i>Add
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-borderless align-middle mb-0" id="lineItemsTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="min-width:220px;">Description</th>
|
||||
<th style="width:70px;" class="text-center">Qty</th>
|
||||
<th style="width:120px;" class="text-end">Unit Price</th>
|
||||
<th style="width:120px;" class="text-end">Total</th>
|
||||
<th style="width:80px;" class="text-center">Color</th>
|
||||
<th style="width:40px;"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="lineItemsBody">
|
||||
@for (int i = 0; i < Model.InvoiceItems.Count; i++)
|
||||
{
|
||||
var item = Model.InvoiceItems[i];
|
||||
<tr class="line-item-row" data-index="@i">
|
||||
<td>
|
||||
<input type="hidden" name="InvoiceItems[@i].SourceJobItemId" value="@item.SourceJobItemId" />
|
||||
<input type="hidden" name="InvoiceItems[@i].CatalogItemId" value="@item.CatalogItemId" />
|
||||
<input type="hidden" name="InvoiceItems[@i].DisplayOrder" class="display-order-input" value="@(i + 1)" />
|
||||
<input type="hidden" name="InvoiceItems[@i].RevenueAccountId" value="@item.RevenueAccountId" />
|
||||
<input type="hidden" name="InvoiceItems[@i].IsGiftCertificate" value="@item.IsGiftCertificate.ToString().ToLower()" />
|
||||
<input type="hidden" name="InvoiceItems[@i].GcRecipientName" value="@item.GcRecipientName" />
|
||||
<input type="hidden" name="InvoiceItems[@i].GcRecipientEmail" value="@item.GcRecipientEmail" />
|
||||
<input type="hidden" name="InvoiceItems[@i].GcExpiryDate" value="@(item.GcExpiryDate?.ToString("yyyy-MM-dd") ?? "")" />
|
||||
<input type="text" name="InvoiceItems[@i].Description"
|
||||
class="form-control form-control-sm"
|
||||
value="@item.Description" placeholder="Description" required />
|
||||
<input type="text" name="InvoiceItems[@i].Notes"
|
||||
class="form-control form-control-sm mt-1"
|
||||
value="@item.Notes" placeholder="Notes (optional)" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="number" name="InvoiceItems[@i].Quantity"
|
||||
class="form-control form-control-sm text-center qty-input"
|
||||
value="@item.Quantity" min="0.01" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="@item.UnitPrice.ToString("F2")" min="0" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="@item.TotalPrice.ToString("F2")" min="0" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="text" name="InvoiceItems[@i].ColorName"
|
||||
class="form-control form-control-sm"
|
||||
value="@item.ColorName" placeholder="Color" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" onclick="removeLineItem(this)" title="Remove">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div id="noItemsMessage" class="text-center py-3 text-muted @(Model.InvoiceItems.Any() ? "d-none" : "")">
|
||||
<i class="bi bi-receipt me-2"></i>No line items yet. Click "Add Line" to get started.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notes -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-chat-text me-2"></i>Notes</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Notes"
|
||||
data-bs-content="Customer Notes appear on the printed and emailed invoice — use these for payment instructions, thank-you messages, or job-specific reminders. Internal Notes are only visible to staff here in the app and never sent to the customer.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="mb-3">
|
||||
<label asp-for="Notes" class="form-label fw-semibold">Customer Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="3"
|
||||
placeholder="Notes visible to the customer on the invoice..."></textarea>
|
||||
<div class="form-text">These notes appear on the printed/emailed invoice.</div>
|
||||
</div>
|
||||
<div class="mb-0">
|
||||
<label asp-for="InternalNotes" class="form-label fw-semibold">Internal Notes</label>
|
||||
<textarea asp-for="InternalNotes" class="form-control" rows="2"
|
||||
placeholder="Internal notes (not visible to customer)..."></textarea>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- RIGHT: Totals & Actions -->
|
||||
<div class="col-lg-4">
|
||||
|
||||
<!-- Totals -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-calculator me-2"></i>Totals</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Totals"
|
||||
data-bs-content="Subtotal = sum of all line item totals. Discount is a flat dollar amount deducted before tax — use it for customer-specific deals or courtesy adjustments. Tax % is applied to (Subtotal − Discount). Both default from the company settings but can be overridden per invoice.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Subtotal</span>
|
||||
<span id="displaySubtotal" class="fw-semibold">$0.00</span>
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<div class="d-flex justify-content-between align-items-center mb-1">
|
||||
<label class="form-label mb-0 text-muted">Discount ($)</label>
|
||||
</div>
|
||||
<input asp-for="DiscountAmount" type="number" class="form-control form-control-sm text-end"
|
||||
min="0" step="0.01" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<div class="d-flex justify-content-between align-items-center mb-1">
|
||||
<label class="form-label mb-0 text-muted">Tax (%)</label>
|
||||
</div>
|
||||
<input asp-for="TaxPercent" type="number" class="form-control form-control-sm text-end"
|
||||
min="0" max="100" step="0.01" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div class="d-flex justify-content-between mb-1">
|
||||
<span class="text-muted small">Tax Amount</span>
|
||||
<span id="displayTax" class="small">$0.00</span>
|
||||
</div>
|
||||
<hr />
|
||||
<div class="d-flex justify-content-between">
|
||||
<span class="fw-bold fs-5">Total</span>
|
||||
<span id="displayTotal" class="fw-bold fs-5 text-primary">$0.00</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Actions -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body d-grid gap-2">
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle me-2"></i>Create Invoice
|
||||
</button>
|
||||
<a asp-action="Index" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-x-circle me-1"></i>Cancel
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
<!-- Gift Certificate Modal -->
|
||||
<div class="modal fade" id="gcModal" tabindex="-1">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title"><i class="bi bi-gift me-2 text-warning"></i>Sell a Gift Certificate</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Face Value <span class="text-danger">*</span></label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" id="gcAmount" class="form-control" min="1" step="0.01" placeholder="0.00" />
|
||||
</div>
|
||||
<div class="form-text">The amount the customer can redeem later.</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Recipient Name <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<input type="text" id="gcRecipientName" class="form-control" placeholder="Name on the certificate" />
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Recipient Email <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<input type="email" id="gcRecipientEmail" class="form-control" placeholder="For emailing the certificate" />
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Expiry Date <span class="text-muted fw-normal">(optional)</span></label>
|
||||
<input type="date" id="gcExpiryDate" class="form-control" />
|
||||
<div class="form-text">Leave blank for no expiry.</div>
|
||||
</div>
|
||||
<div id="gcModalError" class="alert alert-danger d-none"></div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-warning" onclick="addGiftCertLineItem(this)">
|
||||
<i class="bi bi-plus-circle me-1"></i>Add to Invoice
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@section Scripts {
|
||||
<script src="~/js/invoice-due-date.js"></script>
|
||||
<script>
|
||||
let itemCount = @Model.InvoiceItems.Count;
|
||||
const merchandiseItems = @Html.Raw(ViewBag.MerchandiseItems ?? "[]");
|
||||
const companyTaxPercent = @((ViewBag.CompanyTaxPercent ?? 0).ToString());
|
||||
const taxExemptCustomerIds = new Set(@Html.Raw(System.Text.Json.JsonSerializer.Serialize(ViewBag.TaxExemptCustomerIds ?? new System.Collections.Generic.HashSet<int>())));
|
||||
|
||||
function onCustomerChanged(select) {
|
||||
document.getElementById('hiddenCustomerId').value = select.value;
|
||||
const customerId = parseInt(select.value) || 0;
|
||||
if (!customerId) return;
|
||||
|
||||
// Fetch payment terms + tax rate for the selected customer
|
||||
fetch(`/Invoices/GetCustomerPaymentTerms?customerId=${customerId}`)
|
||||
.then(r => r.ok ? r.json() : null)
|
||||
.then(data => {
|
||||
if (!data) return;
|
||||
// Auto-fill Terms dropdown
|
||||
const termsSelect = document.getElementById('Terms');
|
||||
if (termsSelect && data.paymentTerms) {
|
||||
// Set the matching option, or fall back to the raw value
|
||||
const opt = Array.from(termsSelect.options).find(o => o.value === data.paymentTerms);
|
||||
if (opt) termsSelect.value = data.paymentTerms;
|
||||
// Trigger due date recalculation (invoice-due-date.js listens to 'change')
|
||||
termsSelect.dispatchEvent(new Event('change'));
|
||||
}
|
||||
// Show/hide early payment discount notice and persist values
|
||||
const discountEl = document.getElementById('earlyPaymentDiscountNotice');
|
||||
const discountPctField = document.getElementById('EarlyPaymentDiscountPercent');
|
||||
const discountDaysField = document.getElementById('EarlyPaymentDiscountDays');
|
||||
if (discountEl) {
|
||||
if (data.earlyPaymentDiscountPercent > 0) {
|
||||
discountEl.textContent = `${data.earlyPaymentDiscountPercent}% discount if paid within ${data.earlyPaymentDiscountDays} days`;
|
||||
discountEl.classList.remove('d-none');
|
||||
} else {
|
||||
discountEl.classList.add('d-none');
|
||||
}
|
||||
}
|
||||
if (discountPctField) discountPctField.value = data.earlyPaymentDiscountPercent ?? 0;
|
||||
if (discountDaysField) discountDaysField.value = data.earlyPaymentDiscountDays ?? 0;
|
||||
}).catch(() => {});
|
||||
|
||||
// Fetch tax rate for the selected customer
|
||||
fetch(`/Invoices/GetTaxRateForCustomer?customerId=${customerId}`)
|
||||
.then(r => r.ok ? r.json() : null)
|
||||
.then(data => {
|
||||
if (!data) return;
|
||||
const taxField = document.getElementById('TaxPercent');
|
||||
if (taxField) {
|
||||
taxField.value = data.taxPercent ?? 0;
|
||||
recalcTotals();
|
||||
}
|
||||
}).catch(() => {
|
||||
// Fall back to client-side tax exempt check
|
||||
const taxField = document.getElementById('TaxPercent');
|
||||
if (taxField) {
|
||||
taxField.value = taxExemptCustomerIds.has(customerId) ? 0 : companyTaxPercent;
|
||||
recalcTotals();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
// ── Merchandise combobox ────────────────────────────────────────────────
|
||||
let _selectedMerchItem = null;
|
||||
|
||||
function toggleMerchPicker() {
|
||||
const panel = document.getElementById('merchPickerPanel');
|
||||
panel.classList.toggle('d-none');
|
||||
if (!panel.classList.contains('d-none')) {
|
||||
_selectedMerchItem = null;
|
||||
document.getElementById('merchInput').value = '';
|
||||
document.getElementById('merchInput').focus();
|
||||
merchComboOpen();
|
||||
} else {
|
||||
merchComboClose();
|
||||
}
|
||||
}
|
||||
|
||||
function merchComboInput() {
|
||||
_selectedMerchItem = null;
|
||||
const q = document.getElementById('merchInput').value.toLowerCase();
|
||||
merchComboRender(q);
|
||||
merchComboShow();
|
||||
}
|
||||
|
||||
function merchComboOpen() {
|
||||
const q = document.getElementById('merchInput').value.toLowerCase();
|
||||
merchComboRender(q);
|
||||
merchComboShow();
|
||||
}
|
||||
|
||||
function merchComboToggle() {
|
||||
const dd = document.getElementById('merchDropdown');
|
||||
if (dd.style.display === 'none') {
|
||||
document.getElementById('merchInput').focus();
|
||||
merchComboOpen();
|
||||
} else {
|
||||
merchComboClose();
|
||||
}
|
||||
}
|
||||
|
||||
function merchComboRender(query) {
|
||||
const dd = document.getElementById('merchDropdown');
|
||||
const filtered = query
|
||||
? merchandiseItems.filter(i =>
|
||||
i.name.toLowerCase().includes(query) ||
|
||||
(i.sKU && i.sKU.toLowerCase().includes(query)) ||
|
||||
i.categoryName.toLowerCase().includes(query))
|
||||
: merchandiseItems;
|
||||
|
||||
if (filtered.length === 0) {
|
||||
dd.innerHTML = '<div class="px-3 py-2 text-muted small">No items match your search</div>';
|
||||
return;
|
||||
}
|
||||
|
||||
// Group by category
|
||||
const groups = {};
|
||||
filtered.forEach(i => {
|
||||
if (!groups[i.categoryName]) groups[i.categoryName] = [];
|
||||
groups[i.categoryName].push(i);
|
||||
});
|
||||
|
||||
dd.innerHTML = Object.keys(groups).sort().map(cat =>
|
||||
`<div class="px-3 pt-2 pb-1" style="font-size:.75rem;font-weight:600;color:#6c757d;text-transform:uppercase;letter-spacing:.05em;">${cat}</div>` +
|
||||
groups[cat].map(i =>
|
||||
`<div class="merch-opt" style="padding:.35rem .75rem .35rem 1.25rem;font-size:.85rem;cursor:pointer;"
|
||||
data-id="${i.id}" data-name="${i.name.replace(/"/g,'"')}"
|
||||
data-price="${i.defaultPrice}" data-revenue="${i.revenueAccountId ?? ''}"
|
||||
onmousedown="event.preventDefault();merchComboSelect(this)"
|
||||
onmouseenter="this.style.background=document.documentElement.getAttribute('data-bs-theme')==='dark'?'#2c3a5a':'#f0f4ff'"
|
||||
onmouseleave="this.classList.contains('mc-active')?null:this.style.background=''">
|
||||
${i.name}${i.sKU ? ' <span class="text-muted">[' + i.sKU + ']</span>' : ''} <span class="text-muted">— ${formatCurrency(i.defaultPrice)}</span>
|
||||
</div>`
|
||||
).join('')
|
||||
).join('');
|
||||
}
|
||||
|
||||
function merchComboShow() {
|
||||
const dd = document.getElementById('merchDropdown');
|
||||
const anchor = document.getElementById('merchInput');
|
||||
const rect = anchor.closest('.input-group').getBoundingClientRect();
|
||||
dd.style.top = (rect.bottom + 2) + 'px';
|
||||
dd.style.left = rect.left + 'px';
|
||||
dd.style.width = rect.width + 'px';
|
||||
dd.style.display = 'block';
|
||||
}
|
||||
|
||||
function merchComboClose() {
|
||||
document.getElementById('merchDropdown').style.display = 'none';
|
||||
}
|
||||
|
||||
function merchComboSelect(el) {
|
||||
_selectedMerchItem = {
|
||||
id: el.dataset.id,
|
||||
name: el.dataset.name,
|
||||
defaultPrice: parseFloat(el.dataset.price),
|
||||
revenueAccountId: el.dataset.revenue
|
||||
};
|
||||
document.getElementById('merchInput').value = el.dataset.name;
|
||||
merchComboClose();
|
||||
}
|
||||
|
||||
function merchComboKey(event) {
|
||||
const dd = document.getElementById('merchDropdown');
|
||||
if (dd.style.display === 'none') {
|
||||
if (event.key === 'ArrowDown' || event.key === 'Enter') { event.preventDefault(); merchComboOpen(); }
|
||||
return;
|
||||
}
|
||||
const items = Array.from(dd.querySelectorAll('.merch-opt'));
|
||||
let idx = items.findIndex(it => it.classList.contains('mc-active'));
|
||||
if (event.key === 'ArrowDown') {
|
||||
event.preventDefault();
|
||||
idx = Math.min(idx + 1, items.length - 1);
|
||||
items.forEach(it => { it.classList.remove('mc-active'); it.style.background = ''; });
|
||||
const activeColor = document.documentElement.getAttribute('data-bs-theme') === 'dark' ? '#2c3a5a' : '#e8eeff';
|
||||
if (items[idx]) { items[idx].classList.add('mc-active'); items[idx].style.background = activeColor; items[idx].scrollIntoView({ block: 'nearest' }); }
|
||||
} else if (event.key === 'ArrowUp') {
|
||||
event.preventDefault();
|
||||
idx = Math.max(idx - 1, 0);
|
||||
items.forEach(it => { it.classList.remove('mc-active'); it.style.background = ''; });
|
||||
const activeColorUp = document.documentElement.getAttribute('data-bs-theme') === 'dark' ? '#2c3a5a' : '#e8eeff';
|
||||
if (items[idx]) { items[idx].classList.add('mc-active'); items[idx].style.background = activeColorUp; items[idx].scrollIntoView({ block: 'nearest' }); }
|
||||
} else if (event.key === 'Enter') {
|
||||
event.preventDefault();
|
||||
const active = dd.querySelector('.mc-active') || items[0];
|
||||
if (active) active.dispatchEvent(new MouseEvent('mousedown'));
|
||||
else addMerchandiseLineItem();
|
||||
} else if (event.key === 'Escape') {
|
||||
merchComboClose();
|
||||
}
|
||||
}
|
||||
|
||||
function addMerchandiseLineItem() {
|
||||
const item = _selectedMerchItem;
|
||||
if (!item) return;
|
||||
addLineItem(item.name, 1, item.defaultPrice, '', item.revenueAccountId, item.id.toString());
|
||||
_selectedMerchItem = null;
|
||||
document.getElementById('merchInput').value = '';
|
||||
document.getElementById('merchPickerPanel').classList.add('d-none');
|
||||
merchComboClose();
|
||||
}
|
||||
|
||||
function addGiftCertLineItem(btn) {
|
||||
// Bootstrap teleports modals to <body> — navigate relative to the button
|
||||
const modalEl = btn ? btn.closest('.modal') : document.getElementById('gcModal');
|
||||
const q = sel => modalEl ? modalEl.querySelector(sel) : document.querySelector(sel);
|
||||
|
||||
const errEl = q('#gcModalError');
|
||||
if (errEl) errEl.classList.add('d-none');
|
||||
|
||||
const amountStr = q('#gcAmount')?.value ?? '';
|
||||
const amount = parseFloat(amountStr);
|
||||
if (!amountStr || isNaN(amount) || amount <= 0) {
|
||||
if (errEl) { errEl.textContent = 'Please enter a valid amount greater than $0.'; errEl.classList.remove('d-none'); }
|
||||
return;
|
||||
}
|
||||
|
||||
const enteredName = (q('#gcRecipientName')?.value ?? '').trim();
|
||||
const recipientEmail = (q('#gcRecipientEmail')?.value ?? '').trim();
|
||||
const expiryDate = q('#gcExpiryDate')?.value ?? '';
|
||||
|
||||
// Fall back to selected customer name when recipient is blank
|
||||
const customerSel = document.getElementById('customerSelect');
|
||||
const customerName = customerSel ? customerSel.options[customerSel.selectedIndex]?.text ?? '' : '';
|
||||
const recipientName = enteredName || (customerSel?.value ? customerName : '');
|
||||
|
||||
const description = 'Gift Certificate ($' + amount.toFixed(2) + ')' +
|
||||
(recipientName ? ' for ' + recipientName : '');
|
||||
|
||||
addLineItem(description, 1, amount, '', '', '', true, recipientName, recipientEmail, expiryDate);
|
||||
|
||||
// Reset fields
|
||||
if (q('#gcAmount')) q('#gcAmount').value = '';
|
||||
if (q('#gcRecipientName')) q('#gcRecipientName').value = '';
|
||||
if (q('#gcRecipientEmail'))q('#gcRecipientEmail').value = '';
|
||||
if (q('#gcExpiryDate')) q('#gcExpiryDate').value = '';
|
||||
|
||||
const modal = bootstrap.Modal.getInstance(modalEl) || new bootstrap.Modal(modalEl);
|
||||
modal.hide();
|
||||
}
|
||||
|
||||
function addLineItem(description = '', qty = 1, unitPrice = 0, color = '', revenueAccountId = '', catalogItemId = '',
|
||||
isGiftCertificate = false, gcRecipientName = '', gcRecipientEmail = '', gcExpiryDate = '') {
|
||||
const idx = itemCount++;
|
||||
const tbody = document.getElementById('lineItemsBody');
|
||||
const row = document.createElement('tr');
|
||||
row.className = 'line-item-row';
|
||||
row.dataset.index = idx;
|
||||
if (isGiftCertificate) row.dataset.isGc = 'true';
|
||||
const total = (qty * unitPrice).toFixed(2);
|
||||
row.innerHTML = `
|
||||
<td>
|
||||
<input type="hidden" name="InvoiceItems[${idx}].SourceJobItemId" value="" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].CatalogItemId" value="${catalogItemId}" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].DisplayOrder" class="display-order-input" value="${idx + 1}" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].RevenueAccountId" value="${revenueAccountId}" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].IsGiftCertificate" value="${isGiftCertificate}" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].GcRecipientName" value="${gcRecipientName.replace(/"/g, '"')}" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].GcRecipientEmail" value="${gcRecipientEmail.replace(/"/g, '"')}" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].GcExpiryDate" value="${gcExpiryDate}" />
|
||||
<input type="text" name="InvoiceItems[${idx}].Description"
|
||||
class="form-control form-control-sm" placeholder="Description" value="${description.replace(/"/g, '"')}" required
|
||||
${isGiftCertificate ? 'readonly class="gc-input"' : ''} />
|
||||
<input type="text" name="InvoiceItems[${idx}].Notes"
|
||||
class="form-control form-control-sm mt-1" placeholder="Notes (optional)" />
|
||||
${isGiftCertificate ? '<small class="text-warning fw-semibold"><i class="bi bi-gift me-1"></i> Gift Certificate - code generated on save</small>' : ''}
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="number" name="InvoiceItems[${idx}].Quantity"
|
||||
class="form-control form-control-sm text-center qty-input"
|
||||
value="${qty}" min="0.01" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="${unitPrice.toFixed(2)}" min="0" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="${total}" min="0" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="text" name="InvoiceItems[${idx}].ColorName"
|
||||
class="form-control form-control-sm" placeholder="Color" value="${color}" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" onclick="removeLineItem(this)" title="Remove">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</td>`;
|
||||
tbody.appendChild(row);
|
||||
document.getElementById('noItemsMessage').classList.add('d-none');
|
||||
reindexRows();
|
||||
recalcTotals();
|
||||
row.querySelector('input[name$="].Description"]').focus();
|
||||
}
|
||||
|
||||
function removeLineItem(btn) {
|
||||
const row = btn.closest('tr');
|
||||
row.remove();
|
||||
reindexRows();
|
||||
recalcTotals();
|
||||
const tbody = document.getElementById('lineItemsBody');
|
||||
if (tbody.querySelectorAll('tr.line-item-row').length === 0)
|
||||
document.getElementById('noItemsMessage').classList.remove('d-none');
|
||||
}
|
||||
|
||||
function reindexRows() {
|
||||
const rows = document.querySelectorAll('#lineItemsBody tr.line-item-row');
|
||||
rows.forEach((row, i) => {
|
||||
row.dataset.index = i;
|
||||
row.querySelectorAll('input, select, textarea').forEach(input => {
|
||||
if (input.name) {
|
||||
input.name = input.name.replace(/InvoiceItems\[\d+\]/, `InvoiceItems[${i}]`);
|
||||
}
|
||||
});
|
||||
const orderInput = row.querySelector('.display-order-input');
|
||||
if (orderInput) orderInput.value = i + 1;
|
||||
});
|
||||
itemCount = rows.length;
|
||||
}
|
||||
|
||||
function recalcRow(input) {
|
||||
const row = input.closest('tr');
|
||||
const qty = parseFloat(row.querySelector('.qty-input')?.value) || 0;
|
||||
const unit = parseFloat(row.querySelector('.unit-price-input')?.value) || 0;
|
||||
const totalInput = row.querySelector('.total-price-input');
|
||||
if (totalInput) totalInput.value = (qty * unit).toFixed(2);
|
||||
recalcTotals();
|
||||
}
|
||||
|
||||
function recalcTotals() {
|
||||
let subtotal = 0;
|
||||
document.querySelectorAll('#lineItemsBody .total-price-input').forEach(input => {
|
||||
subtotal += parseFloat(input.value) || 0;
|
||||
});
|
||||
|
||||
const discount = parseFloat(document.getElementById('DiscountAmount')?.value) || 0;
|
||||
const taxPct = parseFloat(document.getElementById('TaxPercent')?.value) || 0;
|
||||
const taxableAmount = subtotal - discount;
|
||||
const tax = Math.round(taxableAmount * taxPct) / 100;
|
||||
const total = taxableAmount + tax;
|
||||
|
||||
document.getElementById('displaySubtotal').textContent = formatCurrency(subtotal);
|
||||
document.getElementById('displayTax').textContent = formatCurrency(tax);
|
||||
document.getElementById('displayTotal').textContent = formatCurrency(total);
|
||||
}
|
||||
|
||||
function formatCurrency(value) {
|
||||
return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD' }).format(value);
|
||||
}
|
||||
|
||||
// Initial calculation on load
|
||||
recalcTotals();
|
||||
</script>
|
||||
}
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@@ -1,378 +0,0 @@
|
||||
@model PowderCoating.Application.DTOs.Invoice.UpdateInvoiceDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Invoice";
|
||||
ViewData["PageIcon"] = "bi-pencil-square";
|
||||
var invoiceNumber = ViewBag.InvoiceNumber as string;
|
||||
var invoiceId = (int)(ViewBag.InvoiceId ?? 0);
|
||||
var jobNumber = ViewBag.JobNumber as string;
|
||||
var customerName = ViewBag.CustomerName as string;
|
||||
var canResend = ViewBag.CanResend == true;
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-between align-items-center mb-4">
|
||||
<div>
|
||||
<p class="text-muted mb-0 small">
|
||||
@invoiceNumber
|
||||
@if (!string.IsNullOrEmpty(jobNumber)) { <span>— Job #@jobNumber</span> }
|
||||
@if (!string.IsNullOrEmpty(customerName)) { <span>— @customerName</span> }
|
||||
</p>
|
||||
</div>
|
||||
<a asp-action="Details" asp-route-id="@invoiceId" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-arrow-left me-1"></i>Back to Invoice
|
||||
</a>
|
||||
</div>
|
||||
|
||||
<form asp-action="Edit" asp-route-id="@invoiceId" method="post" id="invoiceForm">
|
||||
@Html.AntiForgeryToken()
|
||||
|
||||
<div class="row g-4">
|
||||
<!-- LEFT: Main form -->
|
||||
<div class="col-lg-8">
|
||||
|
||||
<!-- Invoice Details -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-info-circle me-2"></i>Invoice Details</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Invoice Details"
|
||||
data-bs-content="Invoice Date is the date of issue and the reference for payment terms. Due Date drives overdue status and A/R aging. Payment Terms prints on the invoice — changing it here only affects this invoice. Draft, Sent, and Overdue invoices can be edited; Paid and Partially Paid invoices are locked.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row g-3">
|
||||
<div class="col-md-4">
|
||||
<label asp-for="InvoiceDate" class="form-label fw-semibold">Invoice Date <span class="text-danger">*</span></label>
|
||||
<input asp-for="InvoiceDate" type="date" class="form-control"
|
||||
value="@Model.InvoiceDate.ToString("yyyy-MM-dd")" />
|
||||
<span asp-validation-for="InvoiceDate" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="DueDate" class="form-label fw-semibold">Due Date</label>
|
||||
<input asp-for="DueDate" type="date" class="form-control"
|
||||
value="@(Model.DueDate.HasValue ? Model.DueDate.Value.ToString("yyyy-MM-dd") : "")" />
|
||||
<span asp-validation-for="DueDate" class="text-danger small"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="CustomerPO" class="form-label fw-semibold">Customer PO #</label>
|
||||
<input asp-for="CustomerPO" class="form-control" placeholder="Optional" />
|
||||
</div>
|
||||
</div>
|
||||
<div class="row g-3 mt-1">
|
||||
<div class="col-md-12">
|
||||
<label asp-for="Terms" class="form-label fw-semibold">Payment Terms</label>
|
||||
<select asp-for="Terms" asp-items="ViewBag.PaymentTermsOptions" class="form-select"></select>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Line Items -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3 d-flex justify-content-between align-items-center">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-list-ul me-2"></i>Line Items</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Line Items"
|
||||
data-bs-content="Each row is a billable line on the invoice. Qty × Unit Price = Total per line; you can also override Total directly. Color is optional and appears under the description when printed. Add manual lines for charges not in the original job (e.g., rush fee, pickup charge).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-outline-primary" onclick="addLineItem()">
|
||||
<i class="bi bi-plus-circle me-1"></i>Add Line
|
||||
</button>
|
||||
</div>
|
||||
<div class="card-body p-0">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-borderless align-middle mb-0" id="lineItemsTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="min-width:220px;">Description</th>
|
||||
<th style="width:70px;" class="text-center">Qty</th>
|
||||
<th style="width:120px;" class="text-end">Unit Price</th>
|
||||
<th style="width:120px;" class="text-end">Total</th>
|
||||
<th style="width:80px;" class="text-center">Color</th>
|
||||
<th style="width:40px;"></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="lineItemsBody">
|
||||
@for (int i = 0; i < Model.InvoiceItems.Count; i++)
|
||||
{
|
||||
var item = Model.InvoiceItems[i];
|
||||
<tr class="line-item-row" data-index="@i">
|
||||
<td>
|
||||
<input type="hidden" name="InvoiceItems[@i].SourceJobItemId" value="@item.SourceJobItemId" />
|
||||
<input type="hidden" name="InvoiceItems[@i].DisplayOrder" class="display-order-input" value="@(i + 1)" />
|
||||
<input type="hidden" name="InvoiceItems[@i].RevenueAccountId" value="@item.RevenueAccountId" />
|
||||
<input type="text" name="InvoiceItems[@i].Description"
|
||||
class="form-control form-control-sm"
|
||||
value="@item.Description" placeholder="Description" required />
|
||||
<input type="text" name="InvoiceItems[@i].Notes"
|
||||
class="form-control form-control-sm mt-1"
|
||||
value="@item.Notes" placeholder="Notes (optional)" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="number" name="InvoiceItems[@i].Quantity"
|
||||
class="form-control form-control-sm text-center qty-input"
|
||||
value="@item.Quantity" min="0.01" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="@item.UnitPrice.ToString("F2")" min="0" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="@item.TotalPrice.ToString("F2")" min="0" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="text" name="InvoiceItems[@i].ColorName"
|
||||
class="form-control form-control-sm"
|
||||
value="@item.ColorName" placeholder="Color" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" onclick="removeLineItem(this)" title="Remove">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div id="noItemsMessage" class="text-center py-3 text-muted @(Model.InvoiceItems.Any() ? "d-none" : "")">
|
||||
<i class="bi bi-receipt me-2"></i>No line items yet. Click "Add Line" to get started.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Notes -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-chat-text me-2"></i>Notes</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Notes"
|
||||
data-bs-content="Customer Notes appear on the printed and emailed invoice — use these for payment instructions, thank-you messages, or job-specific reminders. Internal Notes are only visible to staff in the app and are never sent to the customer.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="mb-3">
|
||||
<label asp-for="Notes" class="form-label fw-semibold">Customer Notes</label>
|
||||
<textarea asp-for="Notes" class="form-control" rows="3"
|
||||
placeholder="Notes visible to the customer on the invoice..."></textarea>
|
||||
<div class="form-text">These notes appear on the printed/emailed invoice.</div>
|
||||
</div>
|
||||
<div class="mb-0">
|
||||
<label asp-for="InternalNotes" class="form-label fw-semibold">Internal Notes</label>
|
||||
<textarea asp-for="InternalNotes" class="form-control" rows="2"
|
||||
placeholder="Internal notes (not visible to customer)..."></textarea>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- RIGHT: Totals & Actions -->
|
||||
<div class="col-lg-4">
|
||||
|
||||
<!-- Totals -->
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header border-0 py-3">
|
||||
<div class="d-flex align-items-center gap-2">
|
||||
<h6 class="mb-0"><i class="bi bi-calculator me-2"></i>Totals</h6>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Totals"
|
||||
data-bs-content="Subtotal = sum of all line item totals. Discount is a flat dollar amount deducted before tax. Tax % is applied to (Subtotal − Discount). Both default from the company settings but can be overridden for this invoice.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="d-flex justify-content-between mb-2">
|
||||
<span class="text-muted">Subtotal</span>
|
||||
<span id="displaySubtotal" class="fw-semibold">$0.00</span>
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<div class="d-flex justify-content-between align-items-center mb-1">
|
||||
<label class="form-label mb-0 text-muted">Discount ($)</label>
|
||||
</div>
|
||||
<input asp-for="DiscountAmount" type="number" class="form-control form-control-sm text-end"
|
||||
min="0" step="0.01" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<div class="d-flex justify-content-between align-items-center mb-1">
|
||||
<label class="form-label mb-0 text-muted">Tax (%)</label>
|
||||
</div>
|
||||
<input asp-for="TaxPercent" type="number" class="form-control form-control-sm text-end"
|
||||
min="0" max="100" step="0.01" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div class="d-flex justify-content-between mb-1">
|
||||
<span class="text-muted small">Tax Amount</span>
|
||||
<span id="displayTax" class="small">$0.00</span>
|
||||
</div>
|
||||
<hr />
|
||||
<div class="d-flex justify-content-between">
|
||||
<span class="fw-bold fs-5">Total</span>
|
||||
<span id="displayTotal" class="fw-bold fs-5 text-primary">$0.00</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Actions -->
|
||||
<div class="card border-0 shadow-sm">
|
||||
<div class="card-body d-grid gap-2">
|
||||
@if (canResend)
|
||||
{
|
||||
<div class="form-check mb-1">
|
||||
<input class="form-check-input" type="checkbox" name="resendToCustomer" value="true" id="resendCheck" />
|
||||
<label class="form-check-label small" for="resendCheck">
|
||||
<i class="bi bi-send me-1"></i>Re-send updated invoice to customer
|
||||
</label>
|
||||
</div>
|
||||
}
|
||||
<button type="submit" class="btn btn-primary">
|
||||
<i class="bi bi-check-circle me-2"></i>Save Changes
|
||||
</button>
|
||||
<a asp-action="Details" asp-route-id="@invoiceId" class="btn btn-outline-secondary">
|
||||
<i class="bi bi-x-circle me-1"></i>Cancel
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-footer border-0 pt-0">
|
||||
<div class="alert alert-info alert-permanent mb-0 small py-2">
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
<strong>Draft, Sent,</strong> and <strong>Overdue</strong> invoices can be edited.
|
||||
Paid invoices are locked.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
|
||||
@section Scripts {
|
||||
<script>
|
||||
let itemCount = @Model.InvoiceItems.Count;
|
||||
|
||||
function addLineItem() {
|
||||
const idx = itemCount++;
|
||||
const tbody = document.getElementById('lineItemsBody');
|
||||
const row = document.createElement('tr');
|
||||
row.className = 'line-item-row';
|
||||
row.dataset.index = idx;
|
||||
row.innerHTML = `
|
||||
<td>
|
||||
<input type="hidden" name="InvoiceItems[${idx}].SourceJobItemId" value="" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].DisplayOrder" class="display-order-input" value="${idx + 1}" />
|
||||
<input type="hidden" name="InvoiceItems[${idx}].RevenueAccountId" value="" />
|
||||
<input type="text" name="InvoiceItems[${idx}].Description"
|
||||
class="form-control form-control-sm" placeholder="Description" required />
|
||||
<input type="text" name="InvoiceItems[${idx}].Notes"
|
||||
class="form-control form-control-sm mt-1" placeholder="Notes (optional)" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="number" name="InvoiceItems[${idx}].Quantity"
|
||||
class="form-control form-control-sm text-center qty-input"
|
||||
value="1" min="0.01" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="0.00" min="0" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="0.00" min="0" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<input type="text" name="InvoiceItems[${idx}].ColorName"
|
||||
class="form-control form-control-sm" placeholder="Color" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
<button type="button" class="btn btn-sm btn-outline-danger" onclick="removeLineItem(this)" title="Remove">
|
||||
<i class="bi bi-trash"></i>
|
||||
</button>
|
||||
</td>`;
|
||||
tbody.appendChild(row);
|
||||
document.getElementById('noItemsMessage').classList.add('d-none');
|
||||
reindexRows();
|
||||
recalcTotals();
|
||||
row.querySelector('input[name$="].Description"]').focus();
|
||||
}
|
||||
|
||||
function removeLineItem(btn) {
|
||||
const row = btn.closest('tr');
|
||||
row.remove();
|
||||
reindexRows();
|
||||
recalcTotals();
|
||||
const tbody = document.getElementById('lineItemsBody');
|
||||
if (tbody.querySelectorAll('tr.line-item-row').length === 0)
|
||||
document.getElementById('noItemsMessage').classList.remove('d-none');
|
||||
}
|
||||
|
||||
function reindexRows() {
|
||||
const rows = document.querySelectorAll('#lineItemsBody tr.line-item-row');
|
||||
rows.forEach((row, i) => {
|
||||
row.dataset.index = i;
|
||||
row.querySelectorAll('input, select, textarea').forEach(input => {
|
||||
if (input.name) {
|
||||
input.name = input.name.replace(/InvoiceItems\[\d+\]/, `InvoiceItems[${i}]`);
|
||||
}
|
||||
});
|
||||
const orderInput = row.querySelector('.display-order-input');
|
||||
if (orderInput) orderInput.value = i + 1;
|
||||
});
|
||||
itemCount = rows.length;
|
||||
}
|
||||
|
||||
function recalcRow(input) {
|
||||
const row = input.closest('tr');
|
||||
const qty = parseFloat(row.querySelector('.qty-input')?.value) || 0;
|
||||
const unit = parseFloat(row.querySelector('.unit-price-input')?.value) || 0;
|
||||
const totalInput = row.querySelector('.total-price-input');
|
||||
if (totalInput) totalInput.value = (qty * unit).toFixed(2);
|
||||
recalcTotals();
|
||||
}
|
||||
|
||||
function recalcTotals() {
|
||||
let subtotal = 0;
|
||||
document.querySelectorAll('#lineItemsBody .total-price-input').forEach(input => {
|
||||
subtotal += parseFloat(input.value) || 0;
|
||||
});
|
||||
|
||||
const discount = parseFloat(document.getElementById('DiscountAmount')?.value) || 0;
|
||||
const taxPct = parseFloat(document.getElementById('TaxPercent')?.value) || 0;
|
||||
const taxableAmount = subtotal - discount;
|
||||
const tax = Math.round(taxableAmount * taxPct) / 100;
|
||||
const total = taxableAmount + tax;
|
||||
|
||||
document.getElementById('displaySubtotal').textContent = formatCurrency(subtotal);
|
||||
document.getElementById('displayTax').textContent = formatCurrency(tax);
|
||||
document.getElementById('displayTotal').textContent = formatCurrency(total);
|
||||
}
|
||||
|
||||
function formatCurrency(value) {
|
||||
return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD' }).format(value);
|
||||
}
|
||||
|
||||
recalcTotals();
|
||||
</script>
|
||||
}
|
||||
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user