Initial commit

src/PowderCoating.Web/ViewModels/OnlinePaymentsViewModel.cs

@@ -0,0 +1,15 @@
+using PowderCoating.Core.Entities;
+
+namespace PowderCoating.Web.ViewModels;
+
+public class OnlinePaymentsViewModel
+{
+    public DateTime From                  { get; set; }
+    public DateTime To                    { get; set; }
+    public decimal TotalCollected         { get; set; }
+    public decimal TotalRefunded          { get; set; }
+    public decimal SurchargesCollected    { get; set; }
+    public decimal NetRevenue             => TotalCollected - TotalRefunded;
+    public List<Invoice> Invoices         { get; set; } = new();
+    public List<Refund>  Refunds          { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/QuoteApprovalViewModel.cs

@@ -0,0 +1,55 @@
+namespace PowderCoating.Web.ViewModels;
+
+public class QuoteApprovalViewModel
+{
+    public string Token { get; set; } = string.Empty;
+    public string QuoteNumber { get; set; } = string.Empty;
+    public string CompanyName { get; set; } = string.Empty;
+    public string? CompanyPhone { get; set; }
+    public string? CompanyEmail { get; set; }
+    public bool CompanyHasLogo { get; set; }
+    public string CustomerName { get; set; } = string.Empty;
+    public string? CustomerEmail { get; set; }
+    public DateTime? ExpirationDate { get; set; }
+    public DateTime? ApprovalTokenExpiresAt { get; set; }
+    public decimal SubTotal { get; set; }
+    public decimal DiscountAmount { get; set; }
+    public bool HideDiscountFromCustomer { get; set; }
+    public decimal RushFee { get; set; }
+    public decimal TaxAmount { get; set; }
+    public decimal Total { get; set; }
+    public string? Terms { get; set; }
+    public string? Description { get; set; }
+    public string? SpecialInstructions { get; set; }
+    public List<QuoteApprovalItemViewModel> Items { get; set; } = new();
+    public string? DeclineError { get; set; }
+    // For AlreadyActed view
+    public string? CurrentStatus { get; set; }
+    public string? DeclineReason { get; set; }
+
+    // Deposit payment link (shown on Confirmation page after approval)
+    public bool RequiresDeposit { get; set; }
+    public decimal DepositPercent { get; set; }
+    public decimal DepositAmount { get; set; }    // pre-calculated: Total * DepositPercent/100
+    public string? DepositPaymentLinkToken { get; set; }
+    public decimal DepositAmountPaid { get; set; }
+
+    // Prospect details collection
+    public bool IsProspect { get; set; }
+    public string? ProspectContactName { get; set; }
+    public string? ProspectEmail { get; set; }
+    public string? ProspectPhone { get; set; }
+    public string? ProspectCompanyName { get; set; }
+    public string? ProspectAddress { get; set; }
+    public string? ProspectCity { get; set; }
+    public string? ProspectState { get; set; }
+    public string? ProspectZipCode { get; set; }
+}
+
+public class QuoteApprovalItemViewModel
+{
+    public string Description { get; set; } = string.Empty;
+    public decimal Quantity { get; set; }
+    public decimal UnitPrice { get; set; }
+    public decimal TotalPrice { get; set; }
+}

src/PowderCoating.Web/ViewModels/Reports/CustomerOverviewViewModel.cs

@@ -0,0 +1,13 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class CustomerOverviewViewModel : ReportViewModelBase
+{
+    public List<string> MonthLabels { get; set; } = new();
+    public List<int> NewCustomersPerMonth { get; set; } = new();
+    public decimal CustomerRetentionRate { get; set; }
+    public int ActiveCustomersCount { get; set; }
+    public List<CustomerLifetimeValueItem> CustomerLifetimeValue { get; set; } = new();
+    public Dictionary<string, int> QuotesByStatus { get; set; } = new();
+    public QuoteConversionFunnel QuoteFunnel { get; set; } = new();
+    public Dictionary<string, int> CatalogByCategory { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/Reports/CustomerRetentionViewModel.cs

@@ -0,0 +1,11 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class CustomerRetentionViewModel : ReportViewModelBase
+{
+    public List<CustomerRetentionItem> Items { get; set; } = new();
+    public int ActiveCount { get; set; }
+    public int AtRiskCount { get; set; }
+    public int LapsingCount { get; set; }
+    public int ChurnedCount { get; set; }
+    public int NeverOrderedCount { get; set; }
+}

src/PowderCoating.Web/ViewModels/Reports/ExpensesApViewModel.cs

@@ -0,0 +1,18 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class ExpensesApViewModel : ReportViewModelBase
+{
+    public decimal TotalBilled { get; set; }
+    public decimal TotalBillsPaid { get; set; }
+    public decimal TotalApOutstanding { get; set; }
+    public decimal TotalDirectExpenses { get; set; }
+    public List<string> MonthLabels { get; set; } = new();
+    public List<AgingBucketItem> ApAgingBuckets { get; set; } = new();
+    public List<VendorSpendItem> VendorSpend { get; set; } = new();
+    public List<ExpenseByAccountItem> ExpensesByAccount { get; set; } = new();
+    public List<decimal> MonthlyBillsPaid { get; set; } = new();
+    public List<decimal> MonthlyDirectExpenses { get; set; } = new();
+    public List<decimal> PlRevenue { get; set; } = new();
+    public List<decimal> PlExpenses { get; set; } = new();
+    public List<decimal> PlNetIncome { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/Reports/FinancialSummaryViewModel.cs

@@ -0,0 +1,19 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class FinancialSummaryViewModel : ReportViewModelBase
+{
+    public decimal TotalInvoiced { get; set; }
+    public decimal TotalCollected { get; set; }
+    public decimal TotalOutstanding { get; set; }
+    public decimal TotalOverdue { get; set; }
+    public int InvoicesOverdueCount { get; set; }
+    public int InvoicesDraftCount { get; set; }
+    public int InvoicesPaidCount { get; set; }
+    public double AvgDaysToPayment { get; set; }
+    public List<string> MonthLabels { get; set; } = new();
+    public List<decimal> MonthlyInvoiced { get; set; } = new();
+    public List<decimal> MonthlyCollected { get; set; } = new();
+    public List<AgingBucketItem> AgingBuckets { get; set; } = new();
+    public List<RecentPaymentItem> RecentPayments { get; set; } = new();
+    public List<OutstandingCustomerItem> TopOutstandingCustomers { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/Reports/InventoryTurnoverViewModel.cs

@@ -0,0 +1,6 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class InventoryTurnoverViewModel : ReportViewModelBase
+{
+    public List<InventoryTurnoverItem> Items { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/Reports/InvoiceAgingDetailViewModel.cs

@@ -0,0 +1,7 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class InvoiceAgingDetailViewModel : ReportViewModelBase
+{
+    public List<InvoiceAgingDetailItem> Items { get; set; } = new();
+    public decimal TotalBalance { get; set; }
+}

src/PowderCoating.Web/ViewModels/Reports/JobCycleTimeViewModel.cs

@@ -0,0 +1,7 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class JobCycleTimeViewModel : ReportViewModelBase
+{
+    public List<JobCycleTimeItem> Items { get; set; } = new();
+    public double OverallAvgCycleDays { get; set; }
+}

src/PowderCoating.Web/ViewModels/Reports/JobStatusAgingViewModel.cs

@@ -0,0 +1,6 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class JobStatusAgingViewModel : ReportViewModelBase
+{
+    public List<JobStatusAgingItem> Items { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/Reports/KpiDashboardViewModel.cs

@@ -0,0 +1,24 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class KpiDashboardViewModel : ReportViewModelBase
+{
+    public decimal TotalRevenue { get; set; }
+    public int ActiveJobsCount { get; set; }
+    public int ActiveCustomersCount { get; set; }
+    public decimal QuoteWinRate { get; set; }
+    public int TotalQuotes { get; set; }
+    public int CompletedJobsThisMonth { get; set; }
+    public decimal AverageJobValue { get; set; }
+    public int AppointmentsThisMonth { get; set; }
+    public double AverageJobDuration { get; set; }
+    public decimal MonthOverMonthGrowth { get; set; }
+    public decimal CustomerRetentionRate { get; set; }
+    public decimal AppointmentCompletionRate { get; set; }
+    public int LowStockCount { get; set; }
+
+    public List<string> MonthLabels { get; set; } = new();
+    public List<decimal> MonthlyRevenue { get; set; } = new();
+    public Dictionary<string, int> JobsByStatus { get; set; } = new();
+    public List<TopCustomerItem> TopCustomers { get; set; } = new();
+    public Dictionary<string, int> EquipmentByStatus { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/Reports/OperationsReportViewModel.cs

@@ -0,0 +1,16 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class OperationsReportViewModel : ReportViewModelBase
+{
+    public Dictionary<string, int> JobsByStatus { get; set; } = new();
+    public Dictionary<string, int> ActiveJobsByPriority { get; set; } = new();
+    public Dictionary<string, int> AppointmentsByType { get; set; } = new();
+    public Dictionary<string, int> AppointmentsByStatus { get; set; } = new();
+    public decimal AppointmentCompletionRate { get; set; }
+    public Dictionary<string, int> AppointmentsByDayOfWeek { get; set; } = new();
+    public List<WorkerStatsItem> WorkerStats { get; set; } = new();
+    public Dictionary<string, int> EquipmentByStatus { get; set; } = new();
+    public List<LowStockItem> LowStockItems { get; set; } = new();
+    public int ActiveJobsCount { get; set; }
+    public int TotalAppointments { get; set; }
+}

src/PowderCoating.Web/ViewModels/Reports/PowderConsumptionViewModel.cs

@@ -0,0 +1,8 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class PowderConsumptionViewModel : ReportViewModelBase
+{
+    public List<PowderConsumptionItem> Items { get; set; } = new();
+    public decimal TotalPurchasedLbs { get; set; }
+    public decimal TotalConsumedLbs { get; set; }
+}

src/PowderCoating.Web/ViewModels/Reports/PowderUsageViewModel.cs

@@ -0,0 +1,13 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class PowderUsageViewModel : ReportViewModelBase
+{
+    public decimal TotalPowderUsedLbs { get; set; }
+    public decimal TotalPowderCost { get; set; }
+    public int TotalJobsWithPowderUsage { get; set; }
+    public int ColorsUsedCount { get; set; }
+    public List<string> MonthLabels { get; set; } = new();
+    public List<decimal> MonthlyPowderUsageLbs { get; set; } = new();
+    public List<decimal> MonthlyPowderUsageCost { get; set; } = new();
+    public List<PowderUsageByColorItem> TopColorsByUsage { get; set; } = new();
+}

src/PowderCoating.Web/ViewModels/Reports/ReportItemTypes.cs

@@ -0,0 +1,205 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+// ── Shared item types used across analytics reports ─────────────────────────
+
+public class TopCustomerItem
+{
+    public int Id { get; set; }
+    public string? Name { get; set; }
+    public decimal Revenue { get; set; }
+    public int JobCount { get; set; }
+}
+
+public class LowStockItem
+{
+    public int Id { get; set; }
+    public string Name { get; set; } = string.Empty;
+    public string? ColorName { get; set; }
+    public decimal QuantityOnHand { get; set; }
+    public decimal ReorderPoint { get; set; }
+    public string UnitOfMeasure { get; set; } = string.Empty;
+}
+
+public class WorkerStatsItem
+{
+    public string Name { get; set; } = string.Empty;
+    public string Role { get; set; } = string.Empty;
+    public int JobsAssigned { get; set; }
+    public int JobsCompleted { get; set; }
+    public int AppointmentsAssigned { get; set; }
+    public decimal CompletionRate => JobsAssigned > 0 ? Math.Round((decimal)JobsCompleted / JobsAssigned * 100, 1) : 0;
+}
+
+public class CustomerLifetimeValueItem
+{
+    public string? CustomerName { get; set; }
+    public decimal TotalRevenue { get; set; }
+    public int JobCount { get; set; }
+    public decimal AvgOrderValue { get; set; }
+    public DateTime FirstJobDate { get; set; }
+    public DateTime LastJobDate { get; set; }
+}
+
+public class QuoteConversionFunnel
+{
+    public int Draft { get; set; }
+    public int Sent { get; set; }
+    public int Approved { get; set; }
+    public int Converted { get; set; }
+    public int Rejected { get; set; }
+    public int Expired { get; set; }
+    public int Total => Draft + Sent + Approved + Converted + Rejected + Expired;
+    public decimal ConversionRate => Total > 0 ? Math.Round((decimal)(Approved + Converted) / Total * 100, 1) : 0;
+}
+
+public class AgingBucketItem
+{
+    public string Label { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+    public int Count { get; set; }
+}
+
+public class RecentPaymentItem
+{
+    public string InvoiceNumber { get; set; } = string.Empty;
+    public string CustomerName { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+    public string PaymentMethod { get; set; } = string.Empty;
+    public DateTime PaymentDate { get; set; }
+}
+
+public class OutstandingCustomerItem
+{
+    public string CustomerName { get; set; } = string.Empty;
+    public decimal OutstandingBalance { get; set; }
+    public int OpenInvoiceCount { get; set; }
+}
+
+public class VendorSpendItem
+{
+    public string VendorName { get; set; } = string.Empty;
+    public decimal TotalBilled { get; set; }
+    public decimal TotalPaid { get; set; }
+    public int BillCount { get; set; }
+    public decimal BalanceDue => TotalBilled - TotalPaid;
+}
+
+public class ExpenseByAccountItem
+{
+    public string AccountName { get; set; } = string.Empty;
+    public decimal Amount { get; set; }
+    public int Count { get; set; }
+}
+
+public class PowderUsageByColorItem
+{
+    public int InventoryItemId { get; set; }
+    public string ColorName { get; set; } = string.Empty;
+    public string? ColorCode { get; set; }
+    public string? SKU { get; set; }
+    public string? Manufacturer { get; set; }
+    public decimal TotalLbsUsed { get; set; }
+    public decimal TotalCost { get; set; }
+    public int JobCount { get; set; }
+    public string DisplayLabel => string.IsNullOrWhiteSpace(ColorCode)
+        ? ColorName
+        : $"{ColorName} ({ColorCode})";
+}
+
+public class SalesByCustomerItem
+{
+    public int CustomerId { get; set; }
+    public string CustomerName { get; set; } = string.Empty;
+    public bool IsCommercial { get; set; }
+    public int InvoiceCount { get; set; }
+    public decimal TotalInvoiced { get; set; }
+    public decimal TotalPaid { get; set; }
+    public decimal BalanceDue => TotalInvoiced - TotalPaid;
+    public decimal AvgInvoiceValue => InvoiceCount > 0 ? Math.Round(TotalInvoiced / InvoiceCount, 2) : 0;
+    public DateTime? LastInvoiceDate { get; set; }
+}
+
+public class CustomerRetentionItem
+{
+    public int CustomerId { get; set; }
+    public string CustomerName { get; set; } = string.Empty;
+    public string? Email { get; set; }
+    public string? Phone { get; set; }
+    public int TotalJobs { get; set; }
+    public decimal LifetimeRevenue { get; set; }
+    public DateTime? LastJobDate { get; set; }
+    public int DaysSinceLastJob { get; set; }
+    public string RetentionStatus { get; set; } = string.Empty;
+}
+
+public class JobCycleTimeItem
+{
+    public string StatusCode { get; set; } = string.Empty;
+    public string StatusName { get; set; } = string.Empty;
+    public int DisplayOrder { get; set; }
+    public double AvgDays { get; set; }
+    public double MinDays { get; set; }
+    public double MaxDays { get; set; }
+    public int JobCount { get; set; }
+}
+
+public class JobStatusAgingItem
+{
+    public int JobId { get; set; }
+    public string JobNumber { get; set; } = string.Empty;
+    public string CustomerName { get; set; } = string.Empty;
+    public string StatusName { get; set; } = string.Empty;
+    public string StatusCode { get; set; } = string.Empty;
+    public string PriorityName { get; set; } = string.Empty;
+    public string PriorityCode { get; set; } = string.Empty;
+    public int DaysInCurrentStatus { get; set; }
+    public DateTime? DueDate { get; set; }
+    public bool IsOverdue { get; set; }
+}
+
+public class InvoiceAgingDetailItem
+{
+    public int InvoiceId { get; set; }
+    public string InvoiceNumber { get; set; } = string.Empty;
+    public string CustomerName { get; set; } = string.Empty;
+    public string? CustomerEmail { get; set; }
+    public string? CustomerPhone { get; set; }
+    public DateTime InvoiceDate { get; set; }
+    public DateTime? DueDate { get; set; }
+    public decimal Total { get; set; }
+    public decimal AmountPaid { get; set; }
+    public decimal BalanceDue { get; set; }
+    public int DaysOverdue { get; set; }
+    public string AgingBucket { get; set; } = string.Empty;
+    public string StatusDisplay { get; set; } = string.Empty;
+}
+
+public class PowderConsumptionItem
+{
+    public int InventoryItemId { get; set; }
+    public string ItemName { get; set; } = string.Empty;
+    public string? SKU { get; set; }
+    public string? ColorName { get; set; }
+    public string? ColorCode { get; set; }
+    public string? Manufacturer { get; set; }
+    public decimal TotalPurchasedLbs { get; set; }
+    public decimal TotalConsumedLbs { get; set; }
+    public decimal VarianceLbs => TotalPurchasedLbs - TotalConsumedLbs;
+    public int PurchaseCount { get; set; }
+    public int UsageJobCount { get; set; }
+}
+
+public class InventoryTurnoverItem
+{
+    public int InventoryItemId { get; set; }
+    public string ItemName { get; set; } = string.Empty;
+    public string? SKU { get; set; }
+    public string? ColorName { get; set; }
+    public decimal CurrentStockLbs { get; set; }
+    public decimal TotalConsumedLbs { get; set; }
+    public decimal TotalPurchasedLbs { get; set; }
+    public decimal DailyConsumptionLbs { get; set; }
+    public double DaysToStockout { get; set; }
+    public double TurnoverRate { get; set; }
+    public string StockStatus { get; set; } = string.Empty;
+}

src/PowderCoating.Web/ViewModels/Reports/ReportViewModelBase.cs

@@ -0,0 +1,8 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public abstract class ReportViewModelBase
+{
+    public int SelectedMonths { get; set; } = 6;
+    public string ReportTitle { get; set; } = string.Empty;
+    public string ReportDescription { get; set; } = string.Empty;
+}

src/PowderCoating.Web/ViewModels/Reports/RevenueTrendsViewModel.cs

@@ -0,0 +1,15 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class RevenueTrendsViewModel : ReportViewModelBase
+{
+    public List<string> MonthLabels { get; set; } = new();
+    public List<decimal> MonthlyRevenue { get; set; } = new();
+    public List<int> MonthlyJobCount { get; set; } = new();
+    public List<decimal> AverageOrderValueTrend { get; set; } = new();
+    public Dictionary<string, decimal> RevenueByCustomerType { get; set; } = new();
+    public Dictionary<string, decimal> RevenueByPriority { get; set; } = new();
+    public List<TopCustomerItem> TopCustomers { get; set; } = new();
+    public decimal TotalRevenue { get; set; }
+    public int TotalCompletedJobs { get; set; }
+    public decimal AverageJobValue { get; set; }
+}

src/PowderCoating.Web/ViewModels/Reports/SalesByCustomerViewModel.cs

@@ -0,0 +1,8 @@
+namespace PowderCoating.Web.ViewModels.Reports;
+
+public class SalesByCustomerViewModel : ReportViewModelBase
+{
+    public List<SalesByCustomerItem> Items { get; set; } = new();
+    public decimal TotalInvoiced { get; set; }
+    public decimal TotalPaid { get; set; }
+}