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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/Migrations/ApplicationDbContextModelSnapshot.cs
+109 -3
View File
@@ -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");