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

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- 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:
Scott Pouliot
2026-06-10 12:46:08 -04:00
parent 711cd01cd3
commit 94a89ee175
22 changed files with 12586 additions and 31 deletions
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src/PowderCoating.Infrastructure/Data/ApplicationDbContext.cs
+2
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@@ -230,6 +230,8 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
public DbSet<JobNote> JobNotes { get; set; }
/// <summary>Free-text notes added to a customer record by staff; tenant-filtered with soft delete.</summary>
public DbSet<CustomerNote> CustomerNotes { get; set; }
/// <summary>Additional contacts (billing, ops, drop-off) associated with a customer; tenant-filtered with soft delete.</summary>
public DbSet<CustomerContact> CustomerContacts { get; set; }
/// <summary>Inventory items marked as frequently used for a customer; shown on Customer Details for faster quoting.</summary>
public DbSet<CustomerPreferredPowder> CustomerPreferredPowders { get; set; }
/// <summary>Audit trail of every status transition on a job, referencing the lookup-table statuses.</summary>
src/PowderCoating.Infrastructure/Migrations/20260610161801_AddCustomerContactsAndCrmFields.Designer.cs
Generated
+11345
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src/PowderCoating.Infrastructure/Migrations/20260610161801_AddCustomerContactsAndCrmFields.cs
+164
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@@ -0,0 +1,164 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddCustomerContactsAndCrmFields : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "LeadSource",
table: "Customers",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "ShipToAddress",
table: "Customers",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "ShipToCity",
table: "Customers",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "ShipToCountry",
table: "Customers",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "ShipToState",
table: "Customers",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "ShipToZipCode",
table: "Customers",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.CreateTable(
name: "CustomerContacts",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
CustomerId = table.Column<int>(type: "int", nullable: false),
FirstName = table.Column<string>(type: "nvarchar(100)", maxLength: 100, nullable: false),
LastName = table.Column<string>(type: "nvarchar(100)", maxLength: 100, nullable: true),
Title = table.Column<string>(type: "nvarchar(100)", maxLength: 100, nullable: true),
ContactRole = table.Column<string>(type: "nvarchar(50)", maxLength: 50, nullable: true),
Email = table.Column<string>(type: "nvarchar(200)", maxLength: 200, nullable: true),
Phone = table.Column<string>(type: "nvarchar(20)", maxLength: 20, nullable: true),
MobilePhone = table.Column<string>(type: "nvarchar(20)", maxLength: 20, nullable: true),
Notes = table.Column<string>(type: "nvarchar(500)", maxLength: 500, nullable: true),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_CustomerContacts", x => x.Id);
table.ForeignKey(
name: "FK_CustomerContacts_Customers_CustomerId",
column: x => x.CustomerId,
principalTable: "Customers",
principalColumn: "Id",
onDelete: ReferentialAction.Cascade);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 10, 16, 17, 57, 120, DateTimeKind.Utc).AddTicks(9129));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 10, 16, 17, 57, 120, DateTimeKind.Utc).AddTicks(9137));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 10, 16, 17, 57, 120, DateTimeKind.Utc).AddTicks(9138));
migrationBuilder.CreateIndex(
name: "IX_CustomerContacts_CustomerId",
table: "CustomerContacts",
column: "CustomerId");
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropTable(
name: "CustomerContacts");
migrationBuilder.DropColumn(
name: "LeadSource",
table: "Customers");
migrationBuilder.DropColumn(
name: "ShipToAddress",
table: "Customers");
migrationBuilder.DropColumn(
name: "ShipToCity",
table: "Customers");
migrationBuilder.DropColumn(
name: "ShipToCountry",
table: "Customers");
migrationBuilder.DropColumn(
name: "ShipToState",
table: "Customers");
migrationBuilder.DropColumn(
name: "ShipToZipCode",
table: "Customers");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954));
}
}
}
src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs
+109 -3
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@@ -2818,6 +2818,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<DateTime?>("LastContactDate")
.HasColumnType("datetime2");
b.Property<string>("LeadSource")
.HasColumnType("nvarchar(max)");
b.Property<string>("MobilePhone")
.HasColumnType("nvarchar(max)");
@@ -2836,6 +2839,21 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<int?>("PricingTierId")
.HasColumnType("int");
b.Property<string>("ShipToAddress")
.HasColumnType("nvarchar(max)");
b.Property<string>("ShipToCity")
.HasColumnType("nvarchar(max)");
b.Property<string>("ShipToCountry")
.HasColumnType("nvarchar(max)");
b.Property<string>("ShipToState")
.HasColumnType("nvarchar(max)");
b.Property<string>("ShipToZipCode")
.HasColumnType("nvarchar(max)");
b.Property<string>("SmsConsentMethod")
.HasColumnType("nvarchar(max)");
@@ -2894,6 +2912,81 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("Customers");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomerContact", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<string>("ContactRole")
.HasMaxLength(50)
.HasColumnType("nvarchar(50)");
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<int>("CustomerId")
.HasColumnType("int");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("Email")
.HasMaxLength(200)
.HasColumnType("nvarchar(200)");
b.Property<string>("FirstName")
.IsRequired()
.HasMaxLength(100)
.HasColumnType("nvarchar(100)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<string>("LastName")
.HasMaxLength(100)
.HasColumnType("nvarchar(100)");
b.Property<string>("MobilePhone")
.HasMaxLength(20)
.HasColumnType("nvarchar(20)");
b.Property<string>("Notes")
.HasMaxLength(500)
.HasColumnType("nvarchar(500)");
b.Property<string>("Phone")
.HasMaxLength(20)
.HasColumnType("nvarchar(20)");
b.Property<string>("Title")
.HasMaxLength(100)
.HasColumnType("nvarchar(100)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("CustomerId");
b.ToTable("CustomerContacts");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomerNote", b =>
{
b.Property<int>("Id")
@@ -7111,7 +7204,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947),
CreatedAt = new DateTime(2026, 6, 10, 16, 17, 57, 120, DateTimeKind.Utc).AddTicks(9129),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -7122,7 +7215,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953),
CreatedAt = new DateTime(2026, 6, 10, 16, 17, 57, 120, DateTimeKind.Utc).AddTicks(9137),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -7133,7 +7226,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954),
CreatedAt = new DateTime(2026, 6, 10, 16, 17, 57, 120, DateTimeKind.Utc).AddTicks(9138),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -9535,6 +9628,17 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("PricingTier");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomerContact", b =>
{
b.HasOne("PowderCoating.Core.Entities.Customer", "Customer")
.WithMany("CustomerContacts")
.HasForeignKey("CustomerId")
.OnDelete(DeleteBehavior.Cascade)
.IsRequired();
b.Navigation("Customer");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomerNote", b =>
{
b.HasOne("PowderCoating.Core.Entities.Customer", "Customer")
@@ -11060,6 +11164,8 @@ namespace PowderCoating.Infrastructure.Migrations
modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b =>
{
b.Navigation("CustomerContacts");
b.Navigation("CustomerNotes");
b.Navigation("Invoices");
src/PowderCoating.Infrastructure/Repositories/UnitOfWork.cs
+4
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@@ -70,6 +70,7 @@ public class UnitOfWork : IUnitOfWork
private IJobPhotoRepository? _jobPhotos;
private IRepository<JobNote>? _jobNotes;
private IRepository<CustomerNote>? _customerNotes;
private IRepository<CustomerContact>? _customerContacts;
private IRepository<CustomerPreferredPowder>? _customerPreferredPowders;
private IRepository<JobStatusHistory>? _jobStatusHistory;
private IRepository<PricingTier>? _pricingTiers;
@@ -322,6 +323,9 @@ public class UnitOfWork : IUnitOfWork
/// <summary>Repository for <see cref="CustomerNote"/> free-text staff notes on customer records; tenant-filtered with soft delete.</summary>
public IRepository<CustomerNote> CustomerNotes =>
_customerNotes ??= new Repository<CustomerNote>(_context);
/// <summary>Repository for <see cref="CustomerContact"/> additional contacts (billing, ops, drop-off) on commercial accounts; tenant-filtered with soft delete.</summary>
public IRepository<CustomerContact> CustomerContacts =>
_customerContacts ??= new Repository<CustomerContact>(_context);
public IRepository<CustomerPreferredPowder> CustomerPreferredPowders =>
_customerPreferredPowders ??= new Repository<CustomerPreferredPowder>(_context);