Add CRM features: Additional Contacts, Lead Source, Ship-To Address; update Help docs

- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-06-10 12:46:08 -04:00
parent 711cd01cd3
commit 94a89ee175
22 changed files with 12586 additions and 31 deletions
@@ -41,6 +41,17 @@ public class Customer : BaseEntity
public bool IsActive { get; set; } = true;
public DateTime? LastContactDate { get; set; }
// CRM fields
/// <summary>How the customer found the shop (Walk-In, Google Search, Customer Referral, etc.).</summary>
public string? LeadSource { get; set; }
// Ship-to / alternate address (separate from billing address above)
public string? ShipToAddress { get; set; }
public string? ShipToCity { get; set; }
public string? ShipToState { get; set; }
public string? ShipToZipCode { get; set; }
public string? ShipToCountry { get; set; }
// Notification preferences
public bool NotifyByEmail { get; set; } = true;
// NotifyBySms is only set to true after explicit staff-recorded consent (TCPA compliance)
@@ -55,4 +66,5 @@ public class Customer : BaseEntity
public virtual ICollection<NotificationLog> NotificationLogs { get; set; } = new List<NotificationLog>();
public virtual ICollection<Invoice> Invoices { get; set; } = new List<Invoice>();
public virtual ICollection<CustomerContact> CustomerContacts { get; set; } = new List<CustomerContact>();
}
@@ -0,0 +1,42 @@
using System.ComponentModel.DataAnnotations;
namespace PowderCoating.Core.Entities;
/// <summary>
/// An additional contact person associated with a customer account.
/// Commercial customers frequently have separate billing, operations, and drop-off contacts.
/// The primary contact remains on the Customer entity; these are supplementary.
/// </summary>
public class CustomerContact : BaseEntity
{
public int CustomerId { get; set; }
[Required]
[StringLength(100)]
public string FirstName { get; set; } = string.Empty;
[StringLength(100)]
public string? LastName { get; set; }
/// <summary>Job title / role at the company, e.g. "Purchasing Manager".</summary>
[StringLength(100)]
public string? Title { get; set; }
/// <summary>Functional role: Billing, Operations, Drop-off, Sales, General, etc.</summary>
[StringLength(50)]
public string? ContactRole { get; set; }
[StringLength(200)]
public string? Email { get; set; }
[StringLength(20)]
public string? Phone { get; set; }
[StringLength(20)]
public string? MobilePhone { get; set; }
[StringLength(500)]
public string? Notes { get; set; }
public virtual Customer? Customer { get; set; }
}
@@ -43,6 +43,7 @@ public interface IUnitOfWork : IDisposable
IJobPhotoRepository JobPhotos { get; }
IRepository<JobNote> JobNotes { get; }
IRepository<CustomerNote> CustomerNotes { get; }
IRepository<CustomerContact> CustomerContacts { get; }
IRepository<CustomerPreferredPowder> CustomerPreferredPowders { get; }
IRepository<JobStatusHistory> JobStatusHistory { get; }
IRepository<PricingTier> PricingTiers { get; }