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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/CompanyHealthController.cs
+2 -107
View File
@@ -118,15 +118,12 @@ public class CompanyHealthController : Controller
var tquotes = totalQuotes.TryGetValue(c.Id, out var tq) ? tq : 0;
var planName = planNames.TryGetValue(c.SubscriptionPlan, out var pn) ? pn : c.SubscriptionPlan.ToString();
var (score, signals) = ComputeHealth(c, daysSince, j30v, j90v, tjobs, now);
var (score, signals) = CompanyHealthHelper.ComputeHealth(c, daysSince, j30v, j90v, tjobs, now);
var neverActivated = tjobs == 0 && tcust == 0 && tquotes == 0
&& c.CreatedAt < now.AddDays(-7);
var riskLevel = neverActivated ? ChurnRisk.NeverActivated
: score >= 75 ? ChurnRisk.Healthy
: score >= 45 ? ChurnRisk.AtRisk
: ChurnRisk.Critical;
var riskLevel = CompanyHealthHelper.ToRiskLevel(score, neverActivated);
var configHealth = configHealthMap.TryGetValue(c.Id, out var ch)
? ch : new CompanyConfigHealth { CompanyId = c.Id };
@@ -187,112 +184,10 @@ public class CompanyHealthController : Controller
return View(all);
}
// ── Health score algorithm ──────────────────────────────────────────────────
/// <summary>
/// Computes a 0–100 health score and a list of human-readable risk signals for a
/// single company based on its subscription status, login recency, and job activity.
/// <para>
/// Scoring rules (penalties are cumulative, floor is 0):
/// <list type="bullet">
/// <item>Disabled account: score immediately set to 0, no further evaluation.</item>
/// <item>Subscription expired past the grace period: −50 pts.</item>
/// <item>Subscription within grace period: −30 pts.</item>
/// <item>Subscription expiring within 7 days: −20 pts; within 14 days: −10 pts.</item>
/// <item>Comped companies skip subscription checks entirely.</item>
/// <item>Never logged in: −30 pts; no login in 90+ days: −30; 60+d: −20; 30+d: −10.</item>
/// <item>No jobs ever: −20 pts; no jobs in last 90 days: −10; no jobs in 30d: −5.</item>
/// </list>
/// A <c>daysSinceLogin</c> value of −1 means "never logged in" and is distinct
/// from "logged in exactly 0 days ago" (i.e. today).
/// </para>
/// </summary>
private static (int score, List<string> signals) ComputeHealth(
PowderCoating.Core.Entities.Company c, int daysSinceLogin,
int j30, int j90, int totalJobs, DateTime now)
{
var score = 100;
var signals = new List<string>();
if (!c.IsActive)
{
signals.Add("Account disabled");
return (0, signals);
}
// Subscription health (skip for comped)
if (!c.IsComped && c.SubscriptionEndDate.HasValue)
{
var daysUntil = (int)(c.SubscriptionEndDate.Value.Date - now.Date).TotalDays;
if (daysUntil < -AppConstants.SubscriptionConstants.GracePeriodDays)
{
score -= 50;
signals.Add("Subscription expired");
}
else if (daysUntil < 0)
{
score -= 30;
signals.Add("In grace period");
}
else if (daysUntil <= 7)
{
score -= 20;
signals.Add($"Expires in {daysUntil}d");
}
else if (daysUntil <= 14)
{
score -= 10;
signals.Add($"Expires in {daysUntil}d");
}
}
// Login activity
if (daysSinceLogin == -1)
{
score -= 30;
signals.Add("Never logged in");
}
else if (daysSinceLogin >= 90)
{
score -= 30;
signals.Add($"No login {daysSinceLogin}d");
}
else if (daysSinceLogin >= 60)
{
score -= 20;
signals.Add($"No login {daysSinceLogin}d");
}
else if (daysSinceLogin >= 30)
{
score -= 10;
signals.Add($"No login {daysSinceLogin}d");
}
// Job activity
if (totalJobs == 0)
{
score -= 20;
signals.Add("No jobs ever");
}
else if (j90 == 0)
{
score -= 10;
signals.Add("No jobs in 90d");
}
else if (j30 == 0)
{
score -= 5;
signals.Add("No jobs in 30d");
}
return (Math.Max(0, score), signals);
}
}
// ── View models ────────────────────────────────────────────────────────────────
public enum ChurnRisk { Healthy, AtRisk, Critical, NeverActivated }
public class CompanyHealthDto
{
public int Id { get; set; }