Add AI Quick Quote widget and inline customer reassignment

- New AI Quick Quote floating button: staff type a verbal description to get an instant price estimate for phone/walk-in customers; detected color names are fuzzy-matched against inventory for stock status; saves draft quote under a Walk-In / Phone customer with one click - Inline customer change on Quote Details and Job Details: always-visible native select with inline confirmation banner (no TomSelect dependency); ChangeCustomer AJAX endpoints on QuotesController and JobsController - Quote Edit page: customer dropdown is now editable (lock removed) - Fix AutoMapper missing CatalogCategory -> UpdateCategoryDto mapping that caused a crash on the catalog category Edit page - Help docs and AI knowledge base updated for all three features Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-24 17:02:03 -04:00
parent fc9ddc6d17
commit 8d94013895
18 changed files with 1611 additions and 37 deletions
@@ -0,0 +1,83 @@
+namespace PowderCoating.Application.DTOs.AI;
+
+/// <summary>Request from the Quick Quote widget to analyze a verbal/phone description.</summary>
+public class AiQuickQuoteRequest
+{
+    public string Description { get; set; } = string.Empty;
+    public int Quantity { get; set; } = 1;
+    public int CoatCount { get; set; } = 1;
+    public int CompanyId { get; set; }
+}
+
+/// <summary>Result returned to the Quick Quote widget after AI analysis.</summary>
+public class AiQuickQuoteResult
+{
+    public bool Success { get; set; }
+    public string? ErrorMessage { get; set; }
+
+    public string Description { get; set; } = string.Empty;
+    public decimal SurfaceAreaSqFt { get; set; }
+    public string Complexity { get; set; } = "Moderate";
+    public int EstimatedMinutes { get; set; }
+    public bool RequiresPreheat { get; set; }
+    public int PreheatMinutes { get; set; }
+    public string Confidence { get; set; } = "Medium";
+    public string? Reasoning { get; set; }
+
+    /// <summary>
+    /// Detected color names from the description with server-resolved inventory stock status.
+    /// Populated by the controller after the AI call — the service populates DetectedColorName only.
+    /// </summary>
+    public List<PowderStockMatch> PowderMatches { get; set; } = new();
+
+    public decimal EstimatedUnitPrice { get; set; }
+    public decimal EstimatedTotal { get; set; }
+    public AiPricingBreakdown? Breakdown { get; set; }
+}
+
+/// <summary>Inventory stock result for a powder color the customer mentioned.</summary>
+public class PowderStockMatch
+{
+    /// <summary>Color name exactly as extracted by Claude from the customer description.</summary>
+    public string DetectedColorName { get; set; } = string.Empty;
+    /// <summary>Matched inventory item display name; null when no inventory match was found.</summary>
+    public string? InventoryItemName { get; set; }
+    public decimal QuantityOnHand { get; set; }
+    public decimal UnitCost { get; set; }
+    public bool IsInStock { get; set; }
+    public bool HasInventoryMatch { get; set; }
+}
+
+/// <summary>Request to persist the quick quote estimate as a draft Quote record.</summary>
+public class SaveQuickQuoteRequest
+{
+    /// <summary>Caller identifier — used as the quote CustomerPO (e.g., "John - 4 wheels").</summary>
+    public string Reference { get; set; } = string.Empty;
+    public string OriginalDescription { get; set; } = string.Empty;
+    public string AiDescription { get; set; } = string.Empty;
+    public decimal SurfaceAreaSqFt { get; set; }
+    public string Complexity { get; set; } = "Moderate";
+    public int EstimatedMinutes { get; set; }
+    public bool RequiresPreheat { get; set; }
+    public int PreheatMinutes { get; set; }
+    public int Quantity { get; set; } = 1;
+    public int CoatCount { get; set; } = 1;
+    public decimal EstimatedUnitPrice { get; set; }
+    public decimal MaterialCost { get; set; }
+    public decimal LaborCost { get; set; }
+}
+
+/// <summary>Internal JSON schema returned by Claude for quick quote analysis.</summary>
+public class ClaudeQuickQuoteResponse
+{
+    public string Description { get; set; } = string.Empty;
+    public decimal SurfaceAreaSqFt { get; set; }
+    public string Complexity { get; set; } = "Moderate";
+    public int EstimatedMinutes { get; set; }
+    public bool RequiresPreheat { get; set; }
+    public int PreheatMinutes { get; set; }
+    public string Confidence { get; set; } = "Medium";
+    public string Reasoning { get; set; } = string.Empty;
+    /// <summary>Color/powder names verbatim from the customer description — server resolves inventory stock.</summary>
+    public List<string> DetectedColorNames { get; set; } = new();
+}