Demo reset + dev banner suppression for DEMO company

- DemoController: company-code-gated reset action (DEMO only, CSRF protected) - SeedDataService.Remove: FK-safe topological pre-sweep, all deletes scoped to companyId - SeedDataService: clock entries, extra seed data, updated customer/worker/job-status seeders - CompanySettingsController + Index.cshtml: Reset Demo Data button for DEMO company users - ReportsController + FinancialReportService: supporting report fixes - _Layout.cshtml: suppress env banner when current company is DEMO (all auth paths) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-12 09:26:40 -04:00
parent 7735fe3cce
commit 6eb7be0193
13 changed files with 963 additions and 221 deletions
@@ -181,6 +181,8 @@ public class CompanySettingsController : Controller
                ? (DateTime?)company.BookLockedThrough.Value.ToLocalTime()
                : null;

+            ViewBag.IsDemoCompany = company.CompanyCode == "DEMO";
+
            return View(dto);
        }
        catch (FormatException fex)
@@ -0,0 +1,96 @@
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Mvc;
+using PowderCoating.Application.Interfaces;
+using PowderCoating.Core.Interfaces;
+using PowderCoating.Shared.Constants;
+
+namespace PowderCoating.Web.Controllers;
+
+/// <summary>
+/// Allows company admins logged into the DEMO company to reset demo data without
+/// switching to a SuperAdmin account. The CompanyCode guard ensures this action
+/// cannot affect any real tenant even if someone crafts a direct POST.
+/// </summary>
+[Authorize(Policy = AppConstants.Policies.CompanyAdminOnly)]
+public class DemoController : Controller
+{
+    private readonly ISeedDataService _seedDataService;
+    private readonly ITenantContext _tenantContext;
+    private readonly IUnitOfWork _unitOfWork;
+    private readonly ILogger<DemoController> _logger;
+
+    public DemoController(
+        ISeedDataService seedDataService,
+        ITenantContext tenantContext,
+        IUnitOfWork unitOfWork,
+        ILogger<DemoController> logger)
+    {
+        _seedDataService = seedDataService;
+        _tenantContext   = tenantContext;
+        _unitOfWork      = unitOfWork;
+        _logger          = logger;
+    }
+
+    /// <summary>
+    /// Resets the demo company's seed data and redirects back to the dashboard.
+    /// Fails fast if the current company is not the DEMO company.
+    /// </summary>
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public async Task<IActionResult> ResetDemoData()
+    {
+        var companyId = _tenantContext.GetCurrentCompanyId();
+        if (companyId == null)
+        {
+            TempData["ErrorMessage"] = "Unable to determine current company.";
+            return RedirectToAction("Index", "CompanySettings");
+        }
+
+        // Safety gate: only the DEMO company can use this action
+        var company = await _unitOfWork.Companies.GetByIdAsync(companyId.Value);
+        if (company == null || company.CompanyCode != "DEMO")
+        {
+            TempData["ErrorMessage"] = "Demo reset is only available for the DEMO company.";
+            return RedirectToAction("Index", "CompanySettings");
+        }
+
+        try
+        {
+            var removeOptions = new RemoveSeedDataOptions
+            {
+                Customers      = true,
+                InventoryItems = true,
+                Equipment      = true,
+                Catalog        = true,
+                Bills          = true,
+                Expenses       = true,
+                Workers        = false,
+                Vendors        = true,
+                NamedOvens     = true,
+                Appointments   = true,
+                ForceRemoveAll = true,
+            };
+
+            var removeResult = await _seedDataService.RemoveSeedDataAsync(companyId.Value, removeOptions);
+            if (!removeResult.Success)
+            {
+                TempData["ErrorMessage"] = $"Demo reset failed during wipe: {removeResult.Message}";
+                return RedirectToAction("Index", "CompanySettings");
+            }
+
+            var seedResult = await _seedDataService.SeedCompanyDataAsync(companyId.Value);
+
+            TempData["SuccessMessage"] = $"Demo data reset complete &mdash; {seedResult.ItemsSeeded} records refreshed with today&rsquo;s dates.";
+
+            if (seedResult.Warnings.Any())
+                TempData["WarningMessage"] = $"{seedResult.Warnings.Count} item(s) skipped during reseed (check Platform &rsaquo; Seed Data for details).";
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error resetting demo data for company {CompanyId}", companyId);
+            TempData["ErrorMessage"] = $"Demo reset encountered an error: {ex.Message}";
+        }
+
+        return RedirectToAction("Index", "CompanySettings");
+    }
+}
@@ -220,12 +220,13 @@ public class ReportsController : Controller
            // Top customers by revenue
            var topCustomers = completedJobs
                .Where(j => j.Customer != null)
-                .GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
+                .GroupBy(j => j.Customer!.Id)
                .Select(g => new TopCustomerItem
                {
-                    Id = g.Key.Id,
-                    Name = g.Key.CompanyName,
-                    Revenue = g.Sum(j => j.FinalPrice),
+                    Id      = g.Key,
+                    Name    = g.First().Customer!.CompanyName
+                              ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                    Revenue  = g.Sum(j => j.FinalPrice),
                    JobCount = g.Count()
                })
                .OrderByDescending(x => x.Revenue)
@@ -447,7 +448,9 @@ public class ReportsController : Controller
                .SelectMany(i => i.Payments.Where(p => !p.IsDeleted).Select(p => new RecentPaymentItem
                {
                    InvoiceNumber = i.InvoiceNumber,
-                    CustomerName = i.Customer?.CompanyName ?? i.Customer?.ContactLastName ?? string.Empty,
+                    CustomerName = i.Customer?.CompanyName
+                                  ?? $"{i.Customer?.ContactFirstName} {i.Customer?.ContactLastName}".Trim()
+                                  ?? string.Empty,
                    Amount = p.Amount,
                    PaymentMethod = p.PaymentMethod.ToString(),
                    PaymentDate = p.PaymentDate
@@ -1360,8 +1363,15 @@ public class ReportsController : Controller
            monthlyRevenue.Add(jobsByMonth.TryGetValue(ms, out var mj) ? mj.Sum(j => j.FinalPrice) : 0m);
        }
        var topCustomers = completedJobs.Where(j => j.Customer != null)
-            .GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
-            .Select(g => new TopCustomerItem { Id = g.Key.Id, Name = g.Key.CompanyName, Revenue = g.Sum(j => j.FinalPrice), JobCount = g.Count() })
+            .GroupBy(j => j.Customer!.Id)
+            .Select(g => new TopCustomerItem
+            {
+                Id       = g.Key,
+                Name     = g.First().Customer!.CompanyName
+                           ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                Revenue  = g.Sum(j => j.FinalPrice),
+                JobCount = g.Count()
+            })
            .OrderByDescending(x => x.Revenue).Take(5).ToList();
        var jobsByStatus = jobs.GroupBy(j => j.JobStatus.DisplayName)
            .OrderBy(g => jobs.First(j => j.JobStatus.DisplayName == g.Key).JobStatus.DisplayOrder)
@@ -1415,8 +1425,15 @@ public class ReportsController : Controller
            .OrderBy(g => completedJobs.First(j => j.JobPriority.DisplayName == g.Key).JobPriority.DisplayOrder)
            .ToDictionary(g => g.Key, g => g.Sum(j => j.FinalPrice));
        var topCustomers = completedJobs.Where(j => j.Customer != null)
-            .GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
-            .Select(g => new TopCustomerItem { Id = g.Key.Id, Name = g.Key.CompanyName, Revenue = g.Sum(j => j.FinalPrice), JobCount = g.Count() })
+            .GroupBy(j => j.Customer!.Id)
+            .Select(g => new TopCustomerItem
+            {
+                Id       = g.Key,
+                Name     = g.First().Customer!.CompanyName
+                           ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                Revenue  = g.Sum(j => j.FinalPrice),
+                JobCount = g.Count()
+            })
            .OrderByDescending(x => x.Revenue).Take(10).ToList();
        return View(new RevenueTrendsViewModel
        {
@@ -1508,8 +1525,17 @@ public class ReportsController : Controller
        var customersWithMultiple = completedJobs.Where(j => j.Customer != null).GroupBy(j => j.Customer!.Id).Count(g => g.Count() > 1);
        var totalWithJobs = completedJobs.Where(j => j.Customer != null).Select(j => j.Customer!.Id).Distinct().Count();
        var retentionRate = totalWithJobs > 0 ? Math.Round((decimal)customersWithMultiple / totalWithJobs * 100, 1) : 0m;
-        var clv = completedJobs.Where(j => j.Customer != null).GroupBy(j => new { j.Customer!.Id, j.Customer.CompanyName })
-            .Select(g => new CustomerLifetimeValueItem { CustomerName = g.Key.CompanyName, TotalRevenue = g.Sum(j => j.FinalPrice), JobCount = g.Count(), AvgOrderValue = g.Average(j => j.FinalPrice), FirstJobDate = g.Min(j => j.CreatedAt), LastJobDate = g.Max(j => j.CompletedDate ?? j.UpdatedAt ?? j.CreatedAt) })
+        var clv = completedJobs.Where(j => j.Customer != null).GroupBy(j => j.Customer!.Id)
+            .Select(g => new CustomerLifetimeValueItem
+            {
+                CustomerName  = g.First().Customer!.CompanyName
+                                ?? $"{g.First().Customer!.ContactFirstName} {g.First().Customer!.ContactLastName}".Trim(),
+                TotalRevenue  = g.Sum(j => j.FinalPrice),
+                JobCount      = g.Count(),
+                AvgOrderValue = g.Average(j => j.FinalPrice),
+                FirstJobDate  = g.Min(j => j.CreatedAt),
+                LastJobDate   = g.Max(j => j.CompletedDate ?? j.UpdatedAt ?? j.CreatedAt)
+            })
            .OrderByDescending(c => c.TotalRevenue).Take(10).ToList();
        var quotesByStatus = quotes.GroupBy(q => q.QuoteStatus.DisplayName).OrderBy(g => quotes.First(q => q.QuoteStatus.DisplayName == g.Key).QuoteStatus.DisplayOrder).ToDictionary(g => g.Key, g => g.Count());
        var quoteFunnel = new QuoteConversionFunnel { Draft = quotes.Count(q => q.QuoteStatus.StatusCode == "DRAFT"), Sent = quotes.Count(q => q.QuoteStatus.StatusCode == "SENT"), Approved = quotes.Count(q => q.QuoteStatus.StatusCode == "APPROVED"), Converted = quotes.Count(q => q.QuoteStatus.StatusCode == "CONVERTED"), Rejected = quotes.Count(q => q.QuoteStatus.StatusCode == "REJECTED"), Expired = quotes.Count(q => q.QuoteStatus.StatusCode == "EXPIRED") };
@@ -1549,7 +1575,7 @@ public class ReportsController : Controller

        var agingBuckets = new List<AgingBucketItem> { new() { Label = "Current (0–30 days)" }, new() { Label = "31–60 days" }, new() { Label = "61–90 days" }, new() { Label = "Over 90 days" } };
        foreach (var inv in outstandingInvoices) { var days = inv.DueDate.HasValue ? (int)(today - inv.DueDate.Value).TotalDays : 0; var balance = inv.BalanceDue; var b = days <= 30 ? 0 : days <= 60 ? 1 : days <= 90 ? 2 : 3; agingBuckets[b].Amount += balance; agingBuckets[b].Count++; }
-        var recentPayments = activeInvoices.SelectMany(i => i.Payments.Where(p => !p.IsDeleted).Select(p => new RecentPaymentItem { InvoiceNumber = i.InvoiceNumber, CustomerName = i.Customer?.CompanyName ?? i.Customer?.ContactLastName ?? string.Empty, Amount = p.Amount, PaymentMethod = p.PaymentMethod.ToString(), PaymentDate = p.PaymentDate })).OrderByDescending(p => p.PaymentDate).Take(10).ToList();
+        var recentPayments = activeInvoices.SelectMany(i => i.Payments.Where(p => !p.IsDeleted).Select(p => new RecentPaymentItem { InvoiceNumber = i.InvoiceNumber, CustomerName = i.Customer?.CompanyName ?? $"{i.Customer?.ContactFirstName} {i.Customer?.ContactLastName}".Trim(), Amount = p.Amount, PaymentMethod = p.PaymentMethod.ToString(), PaymentDate = p.PaymentDate })).OrderByDescending(p => p.PaymentDate).Take(10).ToList();
        var topOutstanding = outstandingInvoices.Where(i => i.Customer != null).GroupBy(i => new { i.CustomerId, Name = i.Customer!.CompanyName ?? $"{i.Customer.ContactFirstName} {i.Customer.ContactLastName}".Trim() }).Select(g => new OutstandingCustomerItem { CustomerName = g.Key.Name, OutstandingBalance = g.Sum(i => i.BalanceDue), OpenInvoiceCount = g.Count() }).OrderByDescending(x => x.OutstandingBalance).Take(5).ToList();
        var paidWithDates = allInvoices.Where(i => i.Status == InvoiceStatus.Paid && i.SentDate.HasValue && i.PaidDate.HasValue).ToList();
        var avgDays = paidWithDates.Any() ? paidWithDates.Average(i => (i.PaidDate!.Value - i.SentDate!.Value).TotalDays) : 0.0;
@@ -2679,6 +2679,34 @@
    </div>
 </div>

+@if (ViewBag.IsDemoCompany == true)
+{
+<div class="container-fluid mt-4">
+    <div class="card border-warning">
+        <div class="card-header bg-warning bg-opacity-10 d-flex align-items-center gap-2">
+            <i class="bi bi-arrow-clockwise text-warning fs-5"></i>
+            <strong>Demo Environment</strong>
+        </div>
+        <div class="card-body">
+            <p class="mb-2">
+                This is the <strong>DEMO</strong> company. Use the button below to wipe and re-seed all
+                demo data with fresh dates. Workers and system configuration are preserved.
+            </p>
+            <p class="text-muted small mb-3">
+                Reset takes 10&ndash;30 seconds. You will be redirected here when complete.
+            </p>
+            <form asp-controller="Demo" asp-action="ResetDemoData" method="post"
+                  onsubmit="this.querySelector('button').disabled=true; this.querySelector('button').innerHTML='<span class=\'spinner-border spinner-border-sm me-2\'></span>Resetting&hellip;';">
+                @Html.AntiForgeryToken()
+                <button type="submit" class="btn btn-warning">
+                    <i class="bi bi-arrow-clockwise me-1"></i>Reset Demo Data
+                </button>
+            </form>
+        </div>
+    </div>
+</div>
+}
+
@section Scripts {
    <script>
        $(document).ready(function () {
@@ -22,9 +22,10 @@
    var _bsTheme = (_pclSurface == "ink") ? "dark" : "light";
    var hasProfilePic = User.FindFirst("HasProfilePicture")?.Value == "true";

-    var _envName    = _hostEnv.EnvironmentName;          // Development, Staging, Production, etc.
-    var _isNonProd  = !_hostEnv.IsProduction();
-    var _envColor   = _envName.ToLower() switch
+    var _envName      = _hostEnv.EnvironmentName;          // Development, Staging, Production, etc.
+    var _isNonProd    = !_hostEnv.IsProduction();
+    bool _isDemoCompany = false;                           // suppresses env banner for the demo tenant
+    var _envColor     = _envName.ToLower() switch
    {
        "development" => "#b45309",   // amber-700
        "staging"     => "#7c3aed",   // violet-700
@@ -53,8 +54,9 @@
                var company = await UnitOfWork.Companies.GetByIdAsync(impersonatedId.Value, ignoreQueryFilters: true);
                if (company != null)
                {
-                    companyHasLogo = !string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData?.Length > 0);
-                    logoVersion = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                    companyHasLogo  = !string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData?.Length > 0);
+                    logoVersion     = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                    _isDemoCompany  = company.CompanyCode == "DEMO";
                }
            }
        }
@@ -71,10 +73,14 @@
                if (companyId.HasValue && companyId.Value > 0)
                {
                    var company = await UnitOfWork.Companies.GetByIdAsync(companyId.Value, ignoreQueryFilters: true);
-                    if (company != null && (!string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData != null && company.LogoData.Length > 0)))
+                    if (company != null)
                    {
-                        companyHasLogo = true;
-                        logoVersion = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        _isDemoCompany = company.CompanyCode == "DEMO";
+                        if (!string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData != null && company.LogoData.Length > 0))
+                        {
+                            companyHasLogo = true;
+                            logoVersion    = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        }
                    }
                }
            }
@@ -86,9 +92,10 @@
                    var company = await UnitOfWork.Companies.GetByIdAsync(companyId.Value, ignoreQueryFilters: true);
                    if (company != null)
                    {
-                        companyName = company.CompanyName;
+                        companyName    = company.CompanyName;
                        companyHasLogo = !string.IsNullOrEmpty(company.LogoFilePath) || (company.LogoData != null && company.LogoData.Length > 0);
-                        logoVersion = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        logoVersion    = (company.UpdatedAt ?? DateTime.UtcNow).Ticks;
+                        _isDemoCompany = company.CompanyCode == "DEMO";
                    }
                    else
                    {
@@ -153,7 +160,7 @@
            --sidebar-hover: rgba(255,255,255,0.07);
            --primary-color: #4f46e5;
            --primary-hover: #4338ca;
-            --env-banner-height: @(_isNonProd ? "32px" : "0px");
+            --env-banner-height: @((_isNonProd && !_isDemoCompany) ? "32px" : "0px");
        }

        * {
@@ -942,7 +949,7 @@
 <script>
 (function(){var s='@_serverNavMode',p=localStorage.getItem('pcl-nav-mode')||'ops';document.documentElement.dataset.navMode=s==='fin'?'fin':p;})();
 </script>
-@if (_isNonProd)
+@if (_isNonProd && !_isDemoCompany)
 {
    <div style="position:fixed;top:0;left:0;width:100%;height:var(--env-banner-height);z-index:2000;
                background:@_envColor;color:#fff;