spouliot/PowderCoatingLogix
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

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

Browse Source 
- 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
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Infrastructure/Data/ApplicationDbContext.cs
+21
View File
@@ -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
// ===================================================================