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Add CRM features: Outstanding Pickups, Customer Notes, Clone Job, Preferred Powders

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- Outstanding Pickups card on Customer Details shows jobs awaiting pickup with age badges
- Customer Notes log: inline add/delete notes with important flag, AJAX-backed
- Clone Job action on Jobs controller; Repeat Last Job button on Customer Details quick actions
- Preferred Powders per customer: typeahead inventory search, AJAX add/remove
- CustomerPreferredPowder entity + migration; unit tests for CRM stats/timeline logic
- Fix EF Core concurrency bug: parallel Task.WhenAll FindAsync replaced with sequential awaits

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-06-09 19:59:32 -04:00
parent 7cbae31916
commit 711cd01cd3
14 changed files with 12725 additions and 22 deletions
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src/PowderCoating.Infrastructure/Data/ApplicationDbContext.cs
+21
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@@ -230,6 +230,8 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
public DbSet<JobNote> JobNotes { get; set; }
/// <summary>Free-text notes added to a customer record by staff; tenant-filtered with soft delete.</summary>
public DbSet<CustomerNote> CustomerNotes { get; set; }
/// <summary>Inventory items marked as frequently used for a customer; shown on Customer Details for faster quoting.</summary>
public DbSet<CustomerPreferredPowder> CustomerPreferredPowders { get; set; }
/// <summary>Audit trail of every status transition on a job, referencing the lookup-table statuses.</summary>
public DbSet<JobStatusHistory> JobStatusHistory { get; set; }
/// <summary>Customer pricing tiers (Standard, Preferred, Premium); tenant-filtered with soft delete.</summary>
@@ -551,6 +553,8 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
modelBuilder.Entity<CustomerNote>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
modelBuilder.Entity<CustomerPreferredPowder>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
modelBuilder.Entity<JobStatusHistory>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
@@ -1719,6 +1723,23 @@ modelBuilder.Entity<Job>()
.HasIndex(cn => new { cn.CustomerId, cn.CreatedAt })
.HasDatabaseName("IX_CustomerNotes_CustomerId_CreatedAt");
modelBuilder.Entity<CustomerPreferredPowder>()
.HasIndex(p => new { p.CustomerId, p.InventoryItemId })
.IsUnique()
.HasDatabaseName("IX_CustomerPreferredPowders_CustomerId_InventoryItemId");
modelBuilder.Entity<CustomerPreferredPowder>()
.HasOne(p => p.Customer)
.WithMany()
.HasForeignKey(p => p.CustomerId)
.OnDelete(DeleteBehavior.Cascade);
modelBuilder.Entity<CustomerPreferredPowder>()
.HasOne(p => p.InventoryItem)
.WithMany()
.HasForeignKey(p => p.InventoryItemId)
.OnDelete(DeleteBehavior.Restrict);
// ===================================================================
// END PERFORMANCE OPTIMIZATION INDEXES
// ===================================================================
src/PowderCoating.Infrastructure/Migrations/20260609234245_AddCustomerPreferredPowders.Designer.cs
Generated
+11239
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src/PowderCoating.Infrastructure/Migrations/20260609234245_AddCustomerPreferredPowders.cs
+110
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@@ -0,0 +1,110 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddCustomerPreferredPowders : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.CreateTable(
name: "CustomerPreferredPowders",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
CustomerId = table.Column<int>(type: "int", nullable: false),
InventoryItemId = table.Column<int>(type: "int", nullable: false),
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_CustomerPreferredPowders", x => x.Id);
table.ForeignKey(
name: "FK_CustomerPreferredPowders_Customers_CustomerId",
column: x => x.CustomerId,
principalTable: "Customers",
principalColumn: "Id",
onDelete: ReferentialAction.Cascade);
table.ForeignKey(
name: "FK_CustomerPreferredPowders_InventoryItems_InventoryItemId",
column: x => x.InventoryItemId,
principalTable: "InventoryItems",
principalColumn: "Id",
onDelete: ReferentialAction.Restrict);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954));
migrationBuilder.CreateIndex(
name: "IX_CustomerPreferredPowders_CustomerId_InventoryItemId",
table: "CustomerPreferredPowders",
columns: new[] { "CustomerId", "InventoryItemId" },
unique: true);
migrationBuilder.CreateIndex(
name: "IX_CustomerPreferredPowders_InventoryItemId",
table: "CustomerPreferredPowders",
column: "InventoryItemId");
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropTable(
name: "CustomerPreferredPowders");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478));
}
}
}
src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs
+74 -3
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@@ -2944,6 +2944,58 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("CustomerNotes");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomerPreferredPowder", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<int>("CustomerId")
.HasColumnType("int");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<int>("InventoryItemId")
.HasColumnType("int");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<string>("Notes")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("InventoryItemId");
b.HasIndex("CustomerId", "InventoryItemId")
.IsUnique()
.HasDatabaseName("IX_CustomerPreferredPowders_CustomerId_InventoryItemId");
b.ToTable("CustomerPreferredPowders");
});
modelBuilder.Entity("PowderCoating.Core.Entities.DashboardTip", b =>
{
b.Property<int>("Id")
@@ -7059,7 +7111,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471),
CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -7070,7 +7122,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477),
CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -7081,7 +7133,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478),
CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -9494,6 +9546,25 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("Customer");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomerPreferredPowder", b =>
{
b.HasOne("PowderCoating.Core.Entities.Customer", "Customer")
.WithMany()
.HasForeignKey("CustomerId")
.OnDelete(DeleteBehavior.Cascade)
.IsRequired();
b.HasOne("PowderCoating.Core.Entities.InventoryItem", "InventoryItem")
.WithMany()
.HasForeignKey("InventoryItemId")
.OnDelete(DeleteBehavior.Restrict)
.IsRequired();
b.Navigation("Customer");
b.Navigation("InventoryItem");
});
modelBuilder.Entity("PowderCoating.Core.Entities.Deposit", b =>
{
b.HasOne("PowderCoating.Core.Entities.Invoice", "AppliedToInvoice")
src/PowderCoating.Infrastructure/Repositories/UnitOfWork.cs
+3
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@@ -70,6 +70,7 @@ public class UnitOfWork : IUnitOfWork
private IJobPhotoRepository? _jobPhotos;
private IRepository<JobNote>? _jobNotes;
private IRepository<CustomerNote>? _customerNotes;
private IRepository<CustomerPreferredPowder>? _customerPreferredPowders;
private IRepository<JobStatusHistory>? _jobStatusHistory;
private IRepository<PricingTier>? _pricingTiers;
@@ -321,6 +322,8 @@ public class UnitOfWork : IUnitOfWork
/// <summary>Repository for <see cref="CustomerNote"/> free-text staff notes on customer records; tenant-filtered with soft delete.</summary>
public IRepository<CustomerNote> CustomerNotes =>
_customerNotes ??= new Repository<CustomerNote>(_context);
public IRepository<CustomerPreferredPowder> CustomerPreferredPowders =>
_customerPreferredPowders ??= new Repository<CustomerPreferredPowder>(_context);
/// <summary>Repository for <see cref="JobStatusHistory"/> status-transition audit records; tenant-filtered with soft delete.</summary>
public IRepository<JobStatusHistory> JobStatusHistory =>