Consolidate company admin screens: health badge on list, tabbed detail page
Companies/Index: - Added Health badge column (Healthy / At Risk / Critical / Never Active) with the numeric score in a tooltip; computed from the same signals as CompanyHealth/Index using the new shared CompanyHealthHelper Companies/Details: - Converted flat card layout to five tabs: Overview, Users, Subscription, Onboarding, Health; URL hash is preserved so the active tab survives page refresh and back navigation - Subscription tab shows plan/status/dates with an expiry countdown and a "Manage Subscription & Features" button to the full Manage page - Onboarding tab shows wizard completion, milestone progress bar, and first-activity dates (previously only on the standalone page) - Health tab shows score gauge, risk badge, and individual risk signals with a link through to the full CompanyHealth dashboard - JS moved to wwwroot/js/companies-details.js (avoids inline-script failures) Infrastructure: - Extracted ComputeHealth / ToRiskLevel / ChurnRisk to CompanyHealthHelper.cs (same Controllers namespace); CompanyHealthController delegates to it - CompanyCountSummary extended with Jobs30Counts, Jobs90Counts, LastLoginDates (3 extra GROUP BY queries scoped to the current page IDs, not all companies) - CompanyListDto gains HealthScore, HealthRisk, LastLoginDate Navigation: - Removed "Onboarding Progress" hub card from People & Activity; the data is now surfaced directly on the Companies/Details Onboarding tab Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -82,19 +82,38 @@ public class CompaniesController : Controller
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{
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var ids = companyDtos.Select(c => c.Id).ToList();
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var summary = await _companyList.GetCountSummaryAsync(ids);
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var companyById = companies.ToDictionary(c => c.Id);
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var now = DateTime.UtcNow;
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foreach (var dto in companyDtos)
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{
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dto.JobCount = summary.JobCounts.GetValueOrDefault(dto.Id, 0);
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dto.QuoteCount = summary.QuoteCounts.GetValueOrDefault(dto.Id, 0);
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dto.JobCount = summary.JobCounts.GetValueOrDefault(dto.Id, 0);
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dto.QuoteCount = summary.QuoteCounts.GetValueOrDefault(dto.Id, 0);
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dto.CustomerCount = summary.CustomerCounts.GetValueOrDefault(dto.Id, 0);
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if (summary.WizardInfo.TryGetValue(dto.Id, out var w))
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{
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dto.WizardCompleted = true;
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dto.WizardCompletedAt = w.CompletedAt;
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dto.WizardCompleted = true;
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dto.WizardCompletedAt = w.CompletedAt;
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dto.WizardCompletedByName = w.CompletedByName;
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}
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// Health badge
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var lastLogin = summary.LastLoginDates.TryGetValue(dto.Id, out var ll) ? ll : null;
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var daysSince = lastLogin.HasValue ? (int)(now - lastLogin.Value).TotalDays : -1;
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var j30 = summary.Jobs30Counts.GetValueOrDefault(dto.Id, 0);
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var j90 = summary.Jobs90Counts.GetValueOrDefault(dto.Id, 0);
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if (companyById.TryGetValue(dto.Id, out var co))
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{
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var (score, _) = CompanyHealthHelper.ComputeHealth(co, daysSince, j30, j90, dto.JobCount, now);
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var neverActivated = dto.JobCount == 0 && dto.CustomerCount == 0 && dto.QuoteCount == 0
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&& dto.CreatedAt < now.AddDays(-7);
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dto.HealthScore = score;
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dto.HealthRisk = CompanyHealthHelper.ToRiskLevel(score, neverActivated).ToString();
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}
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dto.LastLoginDate = lastLogin;
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}
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}
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@@ -183,7 +202,8 @@ public class CompaniesController : Controller
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.GetByIdAsync(id, ignoreQueryFilters: true,
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c => c.Users,
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c => c.Customers,
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c => c.Jobs);
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c => c.Jobs,
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c => c.Preferences!);
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if (company == null)
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{
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@@ -196,6 +216,51 @@ public class CompaniesController : Controller
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ViewBag.PlanConfigs = (await _unitOfWork.SubscriptionPlanConfigs.FindAsync(
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c => c.IsActive, ignoreQueryFilters: true)).OrderBy(c => c.SortOrder).ToList();
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// Health data
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var summary = await _companyList.GetCountSummaryAsync(new[] { id });
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var now = DateTime.UtcNow;
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var lastLogin = summary.LastLoginDates.TryGetValue(id, out var ll) ? ll : null;
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var daysSince = lastLogin.HasValue ? (int)(now - lastLogin.Value).TotalDays : -1;
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var j30 = summary.Jobs30Counts.GetValueOrDefault(id, 0);
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var j90 = summary.Jobs90Counts.GetValueOrDefault(id, 0);
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var totalJobs = companyDto.JobCount;
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var totalCust = companyDto.CustomerCount;
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var totalQuotes = summary.QuoteCounts.GetValueOrDefault(id, 0);
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var (healthScore, healthSignals) = CompanyHealthHelper.ComputeHealth(company, daysSince, j30, j90, totalJobs, now);
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var neverActivated = totalJobs == 0 && totalCust == 0 && totalQuotes == 0
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&& company.CreatedAt < now.AddDays(-7);
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var riskLevel = CompanyHealthHelper.ToRiskLevel(healthScore, neverActivated);
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ViewBag.HealthScore = healthScore;
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ViewBag.HealthRisk = riskLevel.ToString();
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ViewBag.HealthSignals = healthSignals;
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ViewBag.Jobs30 = j30;
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ViewBag.Jobs90 = j90;
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ViewBag.LastLoginDate = lastLogin;
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// Onboarding data (from Preferences)
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var prefs = company.Preferences;
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int steps = 0;
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if (prefs?.FirstJobCreatedAt.HasValue == true || prefs?.FirstQuoteCreatedAt.HasValue == true) steps++;
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if (prefs?.FirstInvoiceCreatedAt.HasValue == true) steps++;
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if (prefs?.FirstWorkflowCompletedAt.HasValue == true) steps++;
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ViewBag.Onboarding = new PowderCoating.Web.ViewModels.Platform.OnboardingProgressRowViewModel
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{
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CompanyId = company.Id,
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CompanyName = company.CompanyName ?? "",
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WizardCompleted = prefs?.SetupWizardCompleted ?? false,
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OnboardingPath = prefs?.OnboardingPath,
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StepsCompleted = steps,
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TotalSteps = 3,
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FirstJobCreatedAt = prefs?.FirstJobCreatedAt,
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FirstQuoteCreatedAt = prefs?.FirstQuoteCreatedAt,
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FirstInvoiceCreatedAt = prefs?.FirstInvoiceCreatedAt,
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FirstWorkflowCompletedAt = prefs?.FirstWorkflowCompletedAt,
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GuidedActivationDismissedAt = prefs?.GuidedActivationDismissedAt,
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};
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return View(companyDto);
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}
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catch (Exception ex)
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@@ -118,15 +118,12 @@ public class CompanyHealthController : Controller
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var tquotes = totalQuotes.TryGetValue(c.Id, out var tq) ? tq : 0;
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var planName = planNames.TryGetValue(c.SubscriptionPlan, out var pn) ? pn : c.SubscriptionPlan.ToString();
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var (score, signals) = ComputeHealth(c, daysSince, j30v, j90v, tjobs, now);
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var (score, signals) = CompanyHealthHelper.ComputeHealth(c, daysSince, j30v, j90v, tjobs, now);
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var neverActivated = tjobs == 0 && tcust == 0 && tquotes == 0
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&& c.CreatedAt < now.AddDays(-7);
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var riskLevel = neverActivated ? ChurnRisk.NeverActivated
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: score >= 75 ? ChurnRisk.Healthy
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: score >= 45 ? ChurnRisk.AtRisk
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: ChurnRisk.Critical;
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var riskLevel = CompanyHealthHelper.ToRiskLevel(score, neverActivated);
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var configHealth = configHealthMap.TryGetValue(c.Id, out var ch)
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? ch : new CompanyConfigHealth { CompanyId = c.Id };
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@@ -187,112 +184,10 @@ public class CompanyHealthController : Controller
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return View(all);
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}
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// ── Health score algorithm ──────────────────────────────────────────────────
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/// <summary>
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/// Computes a 0–100 health score and a list of human-readable risk signals for a
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/// single company based on its subscription status, login recency, and job activity.
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/// <para>
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/// Scoring rules (penalties are cumulative, floor is 0):
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/// <list type="bullet">
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/// <item>Disabled account: score immediately set to 0, no further evaluation.</item>
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/// <item>Subscription expired past the grace period: −50 pts.</item>
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/// <item>Subscription within grace period: −30 pts.</item>
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/// <item>Subscription expiring within 7 days: −20 pts; within 14 days: −10 pts.</item>
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/// <item>Comped companies skip subscription checks entirely.</item>
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/// <item>Never logged in: −30 pts; no login in 90+ days: −30; 60+d: −20; 30+d: −10.</item>
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/// <item>No jobs ever: −20 pts; no jobs in last 90 days: −10; no jobs in 30d: −5.</item>
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/// </list>
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/// A <c>daysSinceLogin</c> value of −1 means "never logged in" and is distinct
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/// from "logged in exactly 0 days ago" (i.e. today).
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/// </para>
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/// </summary>
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private static (int score, List<string> signals) ComputeHealth(
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PowderCoating.Core.Entities.Company c, int daysSinceLogin,
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int j30, int j90, int totalJobs, DateTime now)
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{
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var score = 100;
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var signals = new List<string>();
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if (!c.IsActive)
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{
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signals.Add("Account disabled");
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return (0, signals);
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}
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// Subscription health (skip for comped)
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if (!c.IsComped && c.SubscriptionEndDate.HasValue)
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{
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var daysUntil = (int)(c.SubscriptionEndDate.Value.Date - now.Date).TotalDays;
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if (daysUntil < -AppConstants.SubscriptionConstants.GracePeriodDays)
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{
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score -= 50;
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signals.Add("Subscription expired");
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}
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else if (daysUntil < 0)
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{
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score -= 30;
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signals.Add("In grace period");
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}
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else if (daysUntil <= 7)
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{
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score -= 20;
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signals.Add($"Expires in {daysUntil}d");
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}
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else if (daysUntil <= 14)
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{
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score -= 10;
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signals.Add($"Expires in {daysUntil}d");
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}
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}
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// Login activity
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if (daysSinceLogin == -1)
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{
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score -= 30;
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signals.Add("Never logged in");
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}
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else if (daysSinceLogin >= 90)
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{
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score -= 30;
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signals.Add($"No login {daysSinceLogin}d");
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}
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else if (daysSinceLogin >= 60)
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{
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score -= 20;
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signals.Add($"No login {daysSinceLogin}d");
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}
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else if (daysSinceLogin >= 30)
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{
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score -= 10;
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signals.Add($"No login {daysSinceLogin}d");
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}
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// Job activity
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if (totalJobs == 0)
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{
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score -= 20;
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signals.Add("No jobs ever");
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}
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else if (j90 == 0)
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{
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score -= 10;
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signals.Add("No jobs in 90d");
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}
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else if (j30 == 0)
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{
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score -= 5;
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signals.Add("No jobs in 30d");
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}
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return (Math.Max(0, score), signals);
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}
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}
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// ── View models ────────────────────────────────────────────────────────────────
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public enum ChurnRisk { Healthy, AtRisk, Critical, NeverActivated }
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public class CompanyHealthDto
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{
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public int Id { get; set; }
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@@ -0,0 +1,105 @@
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using PowderCoating.Core.Entities;
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using PowderCoating.Shared.Constants;
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namespace PowderCoating.Web.Controllers;
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/// <summary>Risk bucket for a tenant company, derived from its health score.</summary>
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public enum ChurnRisk { Healthy, AtRisk, Critical, NeverActivated }
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/// <summary>
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/// Shared health-score logic used by both <see cref="CompanyHealthController"/> (dashboard)
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/// and <see cref="CompaniesController"/> (list + detail badges).
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/// </summary>
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public static class CompanyHealthHelper
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{
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/// <summary>
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/// Computes a 0–100 health score and a list of human-readable risk signals for a single
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/// company based on its subscription status, login recency, and job activity.
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/// See <see cref="CompanyHealthController"/> XML doc for scoring rules.
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/// </summary>
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public static (int Score, List<string> Signals) ComputeHealth(
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Company c, int daysSinceLogin, int j30, int j90, int totalJobs, DateTime now)
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{
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var score = 100;
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var signals = new List<string>();
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if (!c.IsActive)
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{
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signals.Add("Account disabled");
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return (0, signals);
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}
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if (!c.IsComped && c.SubscriptionEndDate.HasValue)
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{
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var daysUntil = (int)(c.SubscriptionEndDate.Value.Date - now.Date).TotalDays;
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if (daysUntil < -AppConstants.SubscriptionConstants.GracePeriodDays)
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{
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score -= 50;
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signals.Add("Subscription expired");
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}
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else if (daysUntil < 0)
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{
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score -= 30;
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signals.Add("In grace period");
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}
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else if (daysUntil <= 7)
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{
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score -= 20;
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signals.Add($"Expires in {daysUntil}d");
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}
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else if (daysUntil <= 14)
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{
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score -= 10;
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signals.Add($"Expires in {daysUntil}d");
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}
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}
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if (daysSinceLogin == -1)
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{
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score -= 30;
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signals.Add("Never logged in");
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}
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else if (daysSinceLogin >= 90)
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{
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score -= 30;
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signals.Add($"No login {daysSinceLogin}d");
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}
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else if (daysSinceLogin >= 60)
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{
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score -= 20;
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signals.Add($"No login {daysSinceLogin}d");
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}
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else if (daysSinceLogin >= 30)
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{
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score -= 10;
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signals.Add($"No login {daysSinceLogin}d");
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}
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if (totalJobs == 0)
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{
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score -= 20;
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signals.Add("No jobs ever");
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}
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else if (j90 == 0)
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{
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score -= 10;
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signals.Add("No jobs in 90d");
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}
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else if (j30 == 0)
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{
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score -= 5;
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signals.Add("No jobs in 30d");
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}
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return (Math.Max(0, score), signals);
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}
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/// <summary>
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/// Derives a <see cref="ChurnRisk"/> bucket from a pre-computed score and activity flags.
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/// </summary>
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public static ChurnRisk ToRiskLevel(int score, bool neverActivated) =>
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neverActivated ? ChurnRisk.NeverActivated
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: score >= 75 ? ChurnRisk.Healthy
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: score >= 45 ? ChurnRisk.AtRisk
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: ChurnRisk.Critical;
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}
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@@ -48,7 +48,6 @@ public class PlatformAdminController : Controller
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Card("Platform Users", "Manage SuperAdmin accounts and review platform-user access details.", "PlatformUsers", "Index", "bi-people-fill", "Daily", SubtleBadge("primary")),
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Card("User Activity", "Review cross-tenant usage history, filters, and behavioral trends.", "UserActivity", "Index", "bi-person-lines-fill", "Review", SubtleBadge("success")),
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Card("Online Now", "Check who is currently active in the application right now.", "UserActivity", "Online", "bi-broadcast-pin", "Live", SubtleBadge("success")),
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Card("Onboarding Progress", "Track which companies are still working through setup and activation milestones.", "OnboardingProgress", "Index", "bi-rocket-takeoff", "Support", SubtleBadge("warning")),
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Card("Platform Notifications", "Review platform-level in-app notifications and operational follow-ups.", "PlatformNotifications", "Index", "bi-bell", "Monitor", SubtleBadge("info"))
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}
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};
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File diff suppressed because it is too large
Load Diff
@@ -96,6 +96,7 @@
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Plan <i class="bi @SortIcon("Plan")"></i>
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</a>
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</th>
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<th>Health</th>
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<th>Users</th>
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<th>Setup Wizard</th>
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<th>
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@@ -138,6 +139,18 @@
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<td>
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<span class="badge @PlanBadge(company.SubscriptionPlan)">@PlanName(company.SubscriptionPlan)</span>
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</td>
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<td>
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@{
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var (hBadge, hLabel) = company.HealthRisk switch {
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"Healthy" => ("bg-success-subtle text-success-emphasis border border-success-subtle", "Healthy"),
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"AtRisk" => ("bg-warning-subtle text-warning-emphasis border border-warning-subtle", "At Risk"),
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"Critical" => ("bg-danger-subtle text-danger-emphasis border border-danger-subtle", "Critical"),
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"NeverActivated" => ("bg-secondary-subtle text-secondary-emphasis border border-secondary-subtle", "Never Active"),
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_ => ("bg-secondary-subtle text-secondary-emphasis border border-secondary-subtle", company.HealthRisk)
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};
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}
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<span class="badge @hBadge" title="Score: @company.HealthScore">@hLabel</span>
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</td>
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<td>
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<span class="badge bg-primary rounded-pill">@company.UserCount</span>
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</td>
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@@ -0,0 +1,174 @@
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(function () {
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'use strict';
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// ── Tab persistence via URL hash ──────────────────────────────────────────
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var hash = window.location.hash;
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if (hash) {
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var btn = document.querySelector('#companyDetailTabs button[data-bs-target="' + hash.replace('#', '#pane-') + '"]');
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if (!btn) btn = document.querySelector('#companyDetailTabs button[data-bs-target="' + hash + '"]');
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if (btn) bootstrap.Tab.getOrCreateInstance(btn).show();
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}
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document.querySelectorAll('#companyDetailTabs button[data-bs-toggle="tab"]').forEach(function (btn) {
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btn.addEventListener('shown.bs.tab', function (e) {
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var target = e.target.getAttribute('data-bs-target').replace('#pane-', '#');
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history.replaceState(null, '', target);
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});
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});
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// ── Reset Data modal ──────────────────────────────────────────────────────
|
||||
(function () {
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||||
var input = document.getElementById('resetDataConfirmInput');
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var hidden = document.getElementById('resetDataConfirmHidden');
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var btn = document.getElementById('btnResetDataConfirm');
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if (!input) return;
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input.addEventListener('input', function () {
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var ok = input.value.trim() === 'DELETE';
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btn.disabled = !ok;
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hidden.value = input.value.trim();
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});
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document.getElementById('resetDataModal').addEventListener('hidden.bs.modal', function () {
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input.value = ''; hidden.value = ''; btn.disabled = true;
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});
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})();
|
||||
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// ── Hard Delete modal ─────────────────────────────────────────────────────
|
||||
(function () {
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||||
var input = document.getElementById('hardDeleteConfirmInput');
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||||
var hidden = document.getElementById('hardDeleteConfirmHidden');
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var btn = document.getElementById('btnHardDeleteConfirm');
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if (!input) return;
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input.addEventListener('input', function () {
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var ok = input.value.trim() === 'DELETE';
|
||||
btn.disabled = !ok;
|
||||
hidden.value = input.value.trim();
|
||||
});
|
||||
document.getElementById('hardDeleteModal').addEventListener('hidden.bs.modal', function () {
|
||||
input.value = ''; hidden.value = ''; btn.disabled = true;
|
||||
});
|
||||
})();
|
||||
|
||||
// ── Reset Password modal ──────────────────────────────────────────────────
|
||||
var resetPasswordModal = document.getElementById('resetPasswordModal');
|
||||
if (resetPasswordModal) {
|
||||
resetPasswordModal.addEventListener('show.bs.modal', function (e) {
|
||||
var btn = e.relatedTarget;
|
||||
document.getElementById('resetUserId').value = btn.getAttribute('data-user-id');
|
||||
document.getElementById('resetUserName').textContent = btn.getAttribute('data-user-name');
|
||||
});
|
||||
}
|
||||
|
||||
// ── User Details modal (login history) ───────────────────────────────────
|
||||
var offcanvasEl = document.getElementById('userDetailOffcanvas');
|
||||
if (!offcanvasEl) return;
|
||||
var oc = new bootstrap.Modal(offcanvasEl);
|
||||
|
||||
var loading = document.getElementById('oc-loading');
|
||||
var content = document.getElementById('oc-content');
|
||||
var errorDiv = document.getElementById('oc-error');
|
||||
var errorMsg = document.getElementById('oc-error-msg');
|
||||
|
||||
var actionBadgeClass = {
|
||||
'Login': 'bg-success',
|
||||
'Login2FABypassed': 'bg-success',
|
||||
'FailedLogin': 'bg-danger',
|
||||
'LoginDenied': 'bg-warning text-dark',
|
||||
'AccountLockedOut': 'bg-danger',
|
||||
};
|
||||
var actionLabel = {
|
||||
'Login': 'Login',
|
||||
'Login2FABypassed': 'Login (2FA bypassed)',
|
||||
'FailedLogin': 'Failed login',
|
||||
'LoginDenied': 'Login denied',
|
||||
'AccountLockedOut': 'Account locked out',
|
||||
'SelfServiceAccountDeletion': 'Account deleted',
|
||||
};
|
||||
|
||||
function showLoading() {
|
||||
loading.classList.remove('d-none');
|
||||
content.style.display = 'none';
|
||||
errorDiv.style.display = 'none';
|
||||
}
|
||||
|
||||
function showError(msg) {
|
||||
loading.classList.add('d-none');
|
||||
content.style.display = 'none';
|
||||
errorMsg.textContent = msg;
|
||||
errorDiv.style.display = '';
|
||||
}
|
||||
|
||||
function escHtml(str) {
|
||||
return String(str)
|
||||
.replace(/&/g, '&').replace(/</g, '<')
|
||||
.replace(/>/g, '>').replace(/"/g, '"');
|
||||
}
|
||||
|
||||
function renderUser(data) {
|
||||
var u = data.user;
|
||||
document.getElementById('oc-name').textContent = u.fullName;
|
||||
document.getElementById('oc-fullname').textContent = u.fullName;
|
||||
document.getElementById('oc-email').textContent = u.email;
|
||||
|
||||
var badge = document.getElementById('oc-status-badge');
|
||||
badge.textContent = u.isActive ? 'Active' : 'Inactive';
|
||||
badge.className = 'badge ms-auto ' + (u.isActive ? 'bg-success' : 'bg-danger');
|
||||
|
||||
document.getElementById('oc-role').textContent = u.companyRole ? u.companyRole.replace('Company', '') : '—';
|
||||
document.getElementById('oc-dept').textContent = u.department || '—';
|
||||
document.getElementById('oc-position').textContent = u.position || '—';
|
||||
document.getElementById('oc-phone').textContent = u.phone || '—';
|
||||
document.getElementById('oc-hire').textContent = u.hireDate || '—';
|
||||
document.getElementById('oc-created').textContent = u.createdAt || '—';
|
||||
document.getElementById('oc-lastlogin').textContent = u.lastLoginDate || 'Never';
|
||||
document.getElementById('oc-emailconf').innerHTML = u.emailConfirmed
|
||||
? '<span class="text-success"><i class="bi bi-check-circle-fill me-1"></i>Yes</span>'
|
||||
: '<span class="text-warning"><i class="bi bi-x-circle-fill me-1"></i>No</span>';
|
||||
|
||||
var tbody = document.getElementById('oc-log-body');
|
||||
var noLogs = document.getElementById('oc-no-logs');
|
||||
var logWrap = document.getElementById('oc-log-table-wrap');
|
||||
var countEl = document.getElementById('oc-log-count');
|
||||
var logs = data.loginHistory;
|
||||
tbody.innerHTML = '';
|
||||
|
||||
if (!logs || logs.length === 0) {
|
||||
noLogs.style.display = '';
|
||||
logWrap.style.display = 'none';
|
||||
countEl.textContent = '';
|
||||
} else {
|
||||
noLogs.style.display = 'none';
|
||||
logWrap.style.display = '';
|
||||
countEl.textContent = '(' + logs.length + ')';
|
||||
logs.forEach(function (log) {
|
||||
var bc = actionBadgeClass[log.action] || 'bg-secondary';
|
||||
var label = actionLabel[log.action] || log.action;
|
||||
var note = log.note ? '<br><span class="text-muted">' + escHtml(log.note) + '</span>' : '';
|
||||
var tr = document.createElement('tr');
|
||||
tr.innerHTML =
|
||||
'<td class="text-nowrap">' + escHtml(log.timestamp) + '</td>' +
|
||||
'<td><span class="badge ' + bc + '">' + escHtml(label) + '</span>' + note + '</td>' +
|
||||
'<td class="text-nowrap text-muted">' + escHtml(log.ipAddress) + '</td>';
|
||||
tbody.appendChild(tr);
|
||||
});
|
||||
}
|
||||
|
||||
loading.classList.add('d-none');
|
||||
content.style.display = '';
|
||||
}
|
||||
|
||||
document.querySelectorAll('.user-row').forEach(function (row) {
|
||||
row.addEventListener('click', function () {
|
||||
showLoading();
|
||||
oc.show();
|
||||
fetch('/Companies/UserLoginHistory?companyId=' +
|
||||
encodeURIComponent(row.dataset.companyId) +
|
||||
'&userId=' + encodeURIComponent(row.dataset.userId))
|
||||
.then(function (r) {
|
||||
if (!r.ok) throw new Error('Server returned ' + r.status);
|
||||
return r.json();
|
||||
})
|
||||
.then(renderUser)
|
||||
.catch(function (err) { showError('Failed to load user data. ' + err.message); });
|
||||
});
|
||||
});
|
||||
})();
|
||||
Reference in New Issue
Block a user