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>
2026-06-10 12:46:08 -04:00
parent 711cd01cd3
commit 94a89ee175
22 changed files with 12586 additions and 31 deletions
@@ -180,6 +180,132 @@ async function removePreferredPowder(customerId, itemId) {
    }
 }

+// ── Customer Contacts ──────────────────────────────────────────────────────
+
+function openAddContactModal() {
+    document.getElementById('contactId').value = '0';
+    document.getElementById('contactModalTitle').textContent = 'Add Contact';
+    document.getElementById('contactFirstName').value = '';
+    document.getElementById('contactLastName').value = '';
+    document.getElementById('contactTitle').value = '';
+    document.getElementById('contactRole').value = '';
+    document.getElementById('contactEmail').value = '';
+    document.getElementById('contactPhone').value = '';
+    document.getElementById('contactMobilePhone').value = '';
+    document.getElementById('contactNotes').value = '';
+    document.getElementById('contactModalError').classList.add('d-none');
+}
+
+async function editContact(customerId, contactId) {
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/GetContact/${customerId}?contactId=${contactId}`);
+        const data = await res.json();
+        if (!data.success) { toastr.error('Could not load contact.'); return; }
+
+        const c = data.contact;
+        document.getElementById('contactId').value          = c.id;
+        document.getElementById('contactModalTitle').textContent = 'Edit Contact';
+        document.getElementById('contactFirstName').value   = c.firstName ?? '';
+        document.getElementById('contactLastName').value    = c.lastName ?? '';
+        document.getElementById('contactTitle').value       = c.title ?? '';
+        document.getElementById('contactRole').value        = c.contactRole ?? '';
+        document.getElementById('contactEmail').value       = c.email ?? '';
+        document.getElementById('contactPhone').value       = c.phone ?? '';
+        document.getElementById('contactMobilePhone').value = c.mobilePhone ?? '';
+        document.getElementById('contactNotes').value       = c.notes ?? '';
+        document.getElementById('contactModalError').classList.add('d-none');
+
+        new bootstrap.Modal(document.getElementById('contactModal')).show();
+    } catch {
+        toastr.error('An error occurred loading the contact.');
+    }
+}
+
+async function saveContact(customerId) {
+    const tok       = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    const contactId = parseInt(document.getElementById('contactId').value ?? '0', 10);
+    const firstName = document.getElementById('contactFirstName').value.trim();
+
+    if (!firstName) {
+        const err = document.getElementById('contactModalError');
+        err.textContent = 'First name is required.';
+        err.classList.remove('d-none');
+        return;
+    }
+
+    const params = new URLSearchParams({
+        FirstName:   firstName,
+        LastName:    document.getElementById('contactLastName').value.trim(),
+        Title:       document.getElementById('contactTitle').value.trim(),
+        ContactRole: document.getElementById('contactRole').value,
+        Email:       document.getElementById('contactEmail').value.trim(),
+        Phone:       document.getElementById('contactPhone').value.trim(),
+        MobilePhone: document.getElementById('contactMobilePhone').value.trim(),
+        Notes:       document.getElementById('contactNotes').value.trim(),
+    });
+
+    const isEdit = contactId > 0;
+    if (isEdit) { params.append('Id', contactId); params.append('CustomerId', customerId); }
+
+    const url = isEdit ? `/Customers/UpdateContact/${customerId}` : `/Customers/AddContact/${customerId}`;
+
+    try {
+        const res  = await fetch(url, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    params.toString()
+        });
+        const data = await res.json();
+
+        if (data.success) {
+            bootstrap.Modal.getInstance(document.getElementById('contactModal'))?.hide();
+            const tbody = document.getElementById('contacts-table-body');
+            const placeholder = document.getElementById('no-contacts-placeholder');
+            if (placeholder) placeholder.remove();
+
+            if (isEdit) {
+                const existing = tbody.querySelector(`tr[data-contact-id="${contactId}"]`);
+                if (existing) existing.outerHTML = data.rowHtml;
+                else tbody.insertAdjacentHTML('beforeend', data.rowHtml);
+            } else {
+                tbody.insertAdjacentHTML('beforeend', data.rowHtml);
+            }
+            toastr.success(isEdit ? 'Contact updated.' : 'Contact added.');
+        } else {
+            const err = document.getElementById('contactModalError');
+            err.textContent = data.message || 'An error occurred.';
+            err.classList.remove('d-none');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+async function deleteContact(customerId, contactId) {
+    if (!confirm('Delete this contact?')) return;
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/DeleteContact/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `contactId=${contactId}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            document.querySelector(`tr[data-contact-id="${contactId}"]`)?.remove();
+            const tbody = document.getElementById('contacts-table-body');
+            if (tbody && tbody.querySelectorAll('tr[data-contact-id]').length === 0)
+                tbody.insertAdjacentHTML('afterbegin', '<tr id="no-contacts-placeholder"><td colspan="4" class="text-muted small px-3 py-2">No additional contacts.</td></tr>');
+            toastr.success('Contact deleted.');
+        } else {
+            toastr.error(data.message || 'Could not delete contact.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
 window.updateCustomerSmsStatus = function () {
    const section = document.getElementById('sms-status-section');
    if (!section) return;