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Add AI Quick Quote widget and inline customer reassignment

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- 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>
This commit is contained in:
Scott Pouliot
2026-04-24 17:02:03 -04:00
parent fc9ddc6d17
commit 8d94013895
18 changed files with 1611 additions and 37 deletions
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src/PowderCoating.Web/Views/Jobs/Details.cshtml
+15 -15
View File
@@ -56,23 +56,22 @@
</div>
<div class="col-md-6">
<label class="text-muted small mb-1">Customer</label>
<p class="mb-0">
<a asp-controller="Customers" asp-action="Details" asp-route-id="@Model.CustomerId" class="text-decoration-none">
@if (!string.IsNullOrWhiteSpace(Model.CustomerCompanyName))
@Html.AntiForgeryToken()
<div data-cc-wrap data-cc-id="@Model.Id"
data-cc-url="@Url.Action("ChangeCustomer", "Jobs")">
<select class="form-select form-select-sm cc-select" style="max-width:300px;">
@foreach (var c in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.CustomerSelectList)
{
<strong>@Model.CustomerCompanyName</strong>
@if (!string.IsNullOrWhiteSpace(Model.CustomerContactName))
{
<br />
<small class="text-muted">@Model.CustomerContactName</small>
}
<option value="@c.Value" selected="@(c.Value == Model.CustomerId.ToString() ? "selected" : null)">@c.Text</option>
}
else
{
@Model.CustomerName
}
</a>
</p>
</select>
<div class="cc-confirm-banner d-none mt-2 p-2 bg-light border rounded d-flex align-items-center gap-2 flex-wrap">
<span class="cc-confirm-text small fw-semibold"></span>
<button type="button" class="btn btn-success btn-sm" data-cc-save>Save</button>
<button type="button" class="btn btn-outline-secondary btn-sm" data-cc-cancel>Cancel</button>
</div>
<div class="cc-error text-danger small mt-1 d-none"></div>
</div>
</div>
<div class="col-md-6">
<label class="text-muted small mb-1">Priority</label>
@@ -2140,6 +2139,7 @@
@section Scripts {
<link rel="stylesheet" href="~/css/job-photos.css" />
<script src="~/js/job-photos.js" asp-append-version="true"></script>
<script src="~/js/customer-change.js" asp-append-version="true"></script>
<script>
// ── Inline date editing ──────────────────────────────────────────────
const jobId = @Model.Id;