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Consolidate company admin screens: health badge on list, tabbed detail page

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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:
Scott Pouliot
2026-05-12 22:22:14 -04:00
parent 786b78e502
commit 726bebdce9
10 changed files with 966 additions and 743 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Web/Controllers/CompaniesController.cs
+70 -5
View File
@@ -82,19 +82,38 @@ public class CompaniesController : Controller
{
var ids = companyDtos.Select(c => c.Id).ToList();
var summary = await _companyList.GetCountSummaryAsync(ids);
var companyById = companies.ToDictionary(c => c.Id);
var now = DateTime.UtcNow;
foreach (var dto in companyDtos)
{
dto.JobCount = summary.JobCounts.GetValueOrDefault(dto.Id, 0);
dto.QuoteCount = summary.QuoteCounts.GetValueOrDefault(dto.Id, 0);
dto.JobCount = summary.JobCounts.GetValueOrDefault(dto.Id, 0);
dto.QuoteCount = summary.QuoteCounts.GetValueOrDefault(dto.Id, 0);
dto.CustomerCount = summary.CustomerCounts.GetValueOrDefault(dto.Id, 0);
if (summary.WizardInfo.TryGetValue(dto.Id, out var w))
{
dto.WizardCompleted = true;
dto.WizardCompletedAt = w.CompletedAt;
dto.WizardCompleted = true;
dto.WizardCompletedAt = w.CompletedAt;
dto.WizardCompletedByName = w.CompletedByName;
}
// Health badge
var lastLogin = summary.LastLoginDates.TryGetValue(dto.Id, out var ll) ? ll : null;
var daysSince = lastLogin.HasValue ? (int)(now - lastLogin.Value).TotalDays : -1;
var j30 = summary.Jobs30Counts.GetValueOrDefault(dto.Id, 0);
var j90 = summary.Jobs90Counts.GetValueOrDefault(dto.Id, 0);
if (companyById.TryGetValue(dto.Id, out var co))
{
var (score, _) = CompanyHealthHelper.ComputeHealth(co, daysSince, j30, j90, dto.JobCount, now);
var neverActivated = dto.JobCount == 0 && dto.CustomerCount == 0 && dto.QuoteCount == 0
&& dto.CreatedAt < now.AddDays(-7);
dto.HealthScore = score;
dto.HealthRisk = CompanyHealthHelper.ToRiskLevel(score, neverActivated).ToString();
}
dto.LastLoginDate = lastLogin;
}
}
@@ -183,7 +202,8 @@ public class CompaniesController : Controller
.GetByIdAsync(id, ignoreQueryFilters: true,
c => c.Users,
c => c.Customers,
c => c.Jobs);
c => c.Jobs,
c => c.Preferences!);
if (company == null)
{
@@ -196,6 +216,51 @@ public class CompaniesController : Controller
ViewBag.PlanConfigs = (await _unitOfWork.SubscriptionPlanConfigs.FindAsync(
c => c.IsActive, ignoreQueryFilters: true)).OrderBy(c => c.SortOrder).ToList();
// Health data
var summary = await _companyList.GetCountSummaryAsync(new[] { id });
var now = DateTime.UtcNow;
var lastLogin = summary.LastLoginDates.TryGetValue(id, out var ll) ? ll : null;
var daysSince = lastLogin.HasValue ? (int)(now - lastLogin.Value).TotalDays : -1;
var j30 = summary.Jobs30Counts.GetValueOrDefault(id, 0);
var j90 = summary.Jobs90Counts.GetValueOrDefault(id, 0);
var totalJobs = companyDto.JobCount;
var totalCust = companyDto.CustomerCount;
var totalQuotes = summary.QuoteCounts.GetValueOrDefault(id, 0);
var (healthScore, healthSignals) = CompanyHealthHelper.ComputeHealth(company, daysSince, j30, j90, totalJobs, now);
var neverActivated = totalJobs == 0 && totalCust == 0 && totalQuotes == 0
&& company.CreatedAt < now.AddDays(-7);
var riskLevel = CompanyHealthHelper.ToRiskLevel(healthScore, neverActivated);
ViewBag.HealthScore = healthScore;
ViewBag.HealthRisk = riskLevel.ToString();
ViewBag.HealthSignals = healthSignals;
ViewBag.Jobs30 = j30;
ViewBag.Jobs90 = j90;
ViewBag.LastLoginDate = lastLogin;
// Onboarding data (from Preferences)
var prefs = company.Preferences;
int steps = 0;
if (prefs?.FirstJobCreatedAt.HasValue == true || prefs?.FirstQuoteCreatedAt.HasValue == true) steps++;
if (prefs?.FirstInvoiceCreatedAt.HasValue == true) steps++;
if (prefs?.FirstWorkflowCompletedAt.HasValue == true) steps++;
ViewBag.Onboarding = new PowderCoating.Web.ViewModels.Platform.OnboardingProgressRowViewModel
{
CompanyId = company.Id,
CompanyName = company.CompanyName ?? "",
WizardCompleted = prefs?.SetupWizardCompleted ?? false,
OnboardingPath = prefs?.OnboardingPath,
StepsCompleted = steps,
TotalSteps = 3,
FirstJobCreatedAt = prefs?.FirstJobCreatedAt,
FirstQuoteCreatedAt = prefs?.FirstQuoteCreatedAt,
FirstInvoiceCreatedAt = prefs?.FirstInvoiceCreatedAt,
FirstWorkflowCompletedAt = prefs?.FirstWorkflowCompletedAt,
GuidedActivationDismissedAt = prefs?.GuidedActivationDismissedAt,
};
return View(companyDto);
}
catch (Exception ex)