spouliot/PowderCoatingLogix
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Add Project Name field to invoice create and edit forms

Browse Source 
Stores ProjectName on the Invoice entity (previously only inherited from the
linked job at display time). Pre-fills from the job when creating from a job.
Migration: AddInvoiceProjectName.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-06-09 08:50:02 -04:00
parent 9f1460c9c0
commit 9367e358d9
9 changed files with 11265 additions and 4 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Application/DTOs/Invoice/InvoiceDtos.cs
+2
View File
@@ -89,6 +89,7 @@ public class CreateInvoiceDto
public string? InternalNotes { get; set; }
public string? Terms { get; set; }
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
/// <summary>Early-payment discount percentage parsed from the customer's payment terms (e.g., 2.0 for "2/10 Net 30"). Informational — does not auto-apply.</summary>
public decimal EarlyPaymentDiscountPercent { get; set; }
/// <summary>Number of days within which the early-payment discount applies (e.g., 10 for "2/10 Net 30").</summary>
@@ -106,6 +107,7 @@ public class UpdateInvoiceDto
public string? InternalNotes { get; set; }
public string? Terms { get; set; }
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public List<CreateInvoiceItemDto> InvoiceItems { get; set; } = new();
}
src/PowderCoating.Application/Mappings/InvoiceProfile.cs
+1 -1
View File
@@ -19,7 +19,7 @@ public class InvoiceProfile : Profile
CreateMap<Invoice, InvoiceDto>()
.ForMember(d => d.JobNumber, o => o.MapFrom(s => s.Job != null ? s.Job.JobNumber : string.Empty))
.ForMember(d => d.ProjectName, o => o.MapFrom(s => s.Job != null ? s.Job.ProjectName : null))
.ForMember(d => d.ProjectName, o => o.MapFrom(s => s.ProjectName ?? (s.Job != null ? s.Job.ProjectName : null)))
.ForMember(d => d.CustomerName, o => o.MapFrom(s => s.Customer != null
? (s.Customer.IsCommercial
? s.Customer.CompanyName
src/PowderCoating.Core/Entities/Invoice.cs
+1
View File
@@ -48,6 +48,7 @@ public class Invoice : BaseEntity
public string? InternalNotes { get; set; }
public string? Terms { get; set; }
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
/// <summary>
/// Early payment discount percentage (e.g., 2 means 2% discount).
src/PowderCoating.Infrastructure/Migrations/20260609124827_AddInvoiceProjectName.Designer.cs
Generated
+11168
View File
File diff suppressed because it is too large Load Diff
src/PowderCoating.Infrastructure/Migrations/20260609124827_AddInvoiceProjectName.cs
+71
View File
@@ -0,0 +1,71 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddInvoiceProjectName : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "ProjectName",
table: "Invoices",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "ProjectName",
table: "Invoices");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7640));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7646));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7647));
}
}
}
src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs
+6 -3
View File
@@ -4269,6 +4269,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("PreparedById")
.HasColumnType("nvarchar(450)");
b.Property<string>("ProjectName")
.HasColumnType("nvarchar(max)");
b.Property<string>("PublicViewToken")
.HasColumnType("nvarchar(max)");
@@ -7056,7 +7059,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7640),
CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -7067,7 +7070,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7646),
CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -7078,7 +7081,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7647),
CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
src/PowderCoating.Web/Controllers/InvoicesController.cs
+4
View File
@@ -372,6 +372,7 @@ public class InvoicesController : Controller
dto.JobId = job.Id;
dto.CustomerId = job.CustomerId;
dto.CustomerPO = job.CustomerPO;
dto.ProjectName = job.ProjectName;
// Resolve catalog item revenue accounts for pre-population
var catalogItemIds = job.JobItems
@@ -710,6 +711,7 @@ public class InvoicesController : Controller
InternalNotes = dto.InternalNotes,
Terms = dto.Terms,
CustomerPO = dto.CustomerPO,
ProjectName = dto.ProjectName,
CompanyId = currentUser.CompanyId,
CreatedAt = DateTime.UtcNow,
CreatedBy = currentUser.Email
@@ -901,6 +903,7 @@ public class InvoicesController : Controller
InternalNotes = invoice.InternalNotes,
Terms = invoice.Terms,
CustomerPO = invoice.CustomerPO,
ProjectName = invoice.ProjectName,
InvoiceItems = invoice.InvoiceItems
.Where(i => !i.IsDeleted)
.OrderBy(i => i.DisplayOrder)
@@ -1036,6 +1039,7 @@ public class InvoicesController : Controller
invoice.InternalNotes = dto.InternalNotes;
invoice.Terms = dto.Terms;
invoice.CustomerPO = dto.CustomerPO;
invoice.ProjectName = dto.ProjectName;
invoice.UpdatedAt = DateTime.UtcNow;
invoice.UpdatedBy = currentUser?.Email;
src/PowderCoating.Web/Views/Invoices/Create.cshtml
+6
View File
@@ -170,6 +170,12 @@
<input asp-for="CustomerPO" class="form-control" placeholder="Optional" />
</div>
</div>
<div class="row g-3 mt-1">
<div class="col-md-12">
<label asp-for="ProjectName" class="form-label fw-semibold mb-0">Project Name</label>
<input asp-for="ProjectName" class="form-control" placeholder="Optional &mdash; prints on invoice" />
</div>
</div>
<div class="row g-3 mt-1">
<div class="col-md-12">
<div class="d-flex align-items-center gap-1">
src/PowderCoating.Web/Views/Invoices/Edit.cshtml
+6
View File
@@ -62,6 +62,12 @@
<input asp-for="CustomerPO" class="form-control" placeholder="Optional" />
</div>
</div>
<div class="row g-3 mt-1">
<div class="col-md-12">
<label asp-for="ProjectName" class="form-label fw-semibold">Project Name</label>
<input asp-for="ProjectName" class="form-control" placeholder="Optional &mdash; prints on invoice" />
</div>
</div>
<div class="row g-3 mt-1">
<div class="col-md-12">
<label asp-for="Terms" class="form-label fw-semibold">Payment Terms</label>