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

Add optional Project Name field to quotes, jobs, and printed documents

Browse Source 
- Add ProjectName (nvarchar 100, nullable) to Quote and Job entities;
  migration AddProjectNameToQuotesAndJobs applied
- Add ProjectName to all relevant DTOs: QuoteDto/Create/Update,
  JobDto/List/Create/Update, InvoiceDto (mapped from Job.ProjectName
  via AutoMapper so the invoice PDF picks it up without a separate column)
- Form field added after Customer PO in Quote Create/Edit and Job Create/Edit
- CreateJobFromQuote copies ProjectName from quote to job automatically
- Details views (Quote and Job) display Project when set
- Printable quote PDF: Project row in the quote details block
- Work order: Project row in customer/job info section
- Invoice PDF: Project shown in the Job Reference block alongside Job # and PO #

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-06-08 14:48:28 -04:00
parent 456d054229
commit 94e536178c
18 changed files with 11316 additions and 3 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Application/DTOs/Invoice/InvoiceDtos.cs
+1
View File
@@ -57,6 +57,7 @@ public class InvoiceDto
public string? InternalNotes { get; set; }
public string? Terms { get; set; }
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? ExternalReference { get; set; }
public int? SalesTaxAccountId { get; set; }
public string? SalesTaxAccountName { get; set; }
src/PowderCoating.Application/DTOs/Job/JobDtos.cs
+4
View File
@@ -52,6 +52,7 @@ public class JobDto
public decimal DiscountValue { get; set; }
public string? DiscountReason { get; set; }
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? SpecialInstructions { get; set; }
public string? InternalNotes { get; set; }
public string? Tags { get; set; }
@@ -114,6 +115,7 @@ public class JobListDto
public string? CustomerEmail { get; set; }
public bool CustomerNotifyByEmail { get; set; } = true;
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public DateTime? ScheduledDate { get; set; }
public DateTime? DueDate { get; set; }
public decimal FinalPrice { get; set; }
@@ -167,6 +169,7 @@ public class CreateJobDto
[StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
[Display(Name = "Customer PO")]
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
[Display(Name = "Special Instructions")]
@@ -252,6 +255,7 @@ public class UpdateJobDto
[StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
[Display(Name = "Customer PO")]
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
[Display(Name = "Special Instructions")]
src/PowderCoating.Application/DTOs/Quote/QuoteDtos.cs
+3
View File
@@ -107,6 +107,7 @@ public class QuoteDto
public string? Terms { get; set; }
public string? Notes { get; set; }
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? Tags { get; set; }
// Items
@@ -234,6 +235,7 @@ public class CreateQuoteDto
[Display(Name = "Customer PO Number")]
[StringLength(50)]
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[Display(Name = "Tags")]
[StringLength(500)]
@@ -376,6 +378,7 @@ public class UpdateQuoteDto
[Display(Name = "Customer PO Number")]
[StringLength(50)]
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[Display(Name = "Tags")]
[StringLength(500)]
src/PowderCoating.Application/Mappings/InvoiceProfile.cs
+1
View File
@@ -19,6 +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.CustomerName, o => o.MapFrom(s => s.Customer != null
? (s.Customer.IsCommercial
? s.Customer.CompanyName
src/PowderCoating.Application/Services/PdfService.cs
+11
View File
@@ -217,6 +217,8 @@ public class PdfService : IPdfService
c.Item().Text($"Job #: {invoice.JobNumber}");
if (!string.IsNullOrWhiteSpace(invoice.CustomerPO))
c.Item().Text($"PO #: {invoice.CustomerPO}");
if (!string.IsNullOrWhiteSpace(invoice.ProjectName))
c.Item().Text($"Project: {invoice.ProjectName}");
});
});
@@ -609,6 +611,15 @@ public class PdfService : IPdfService
row.RelativeItem().Text(quote.CustomerPO).FontSize(9);
});
}
if (!string.IsNullOrWhiteSpace(quote.ProjectName))
{
column.Item().Row(row =>
{
row.ConstantItem(80).Text("Project:").FontSize(9);
row.RelativeItem().Text(quote.ProjectName).FontSize(9);
});
}
});
}
src/PowderCoating.Core/Entities/Job.cs
+1
View File
@@ -47,6 +47,7 @@ public class Job : BaseEntity
// Additional Information
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? SpecialInstructions { get; set; }
public string? InternalNotes { get; set; } // Internal notes from quote
public string? Tags { get; set; }
src/PowderCoating.Core/Entities/Quote.cs
+1
View File
@@ -88,6 +88,7 @@ public class Quote : BaseEntity
public string? Terms { get; set; }
public string? Notes { get; set; }
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? Tags { get; set; }
// Conversion tracking
src/PowderCoating.Infrastructure/Migrations/20260608182208_AddProjectNameToQuotesAndJobs.Designer.cs
Generated
+11165
View File
File diff suppressed because it is too large Load Diff
src/PowderCoating.Infrastructure/Migrations/20260608182208_AddProjectNameToQuotesAndJobs.cs
+81
View File
@@ -0,0 +1,81 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddProjectNameToQuotesAndJobs : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "ProjectName",
table: "Quotes",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "ProjectName",
table: "Jobs",
type: "nvarchar(max)",
nullable: true);
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));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "ProjectName",
table: "Quotes");
migrationBuilder.DropColumn(
name: "ProjectName",
table: "Jobs");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382));
}
}
}
src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs
+9 -3
View File
@@ -4560,6 +4560,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("PricingBreakdownJson")
.HasColumnType("nvarchar(max)");
b.Property<string>("ProjectName")
.HasColumnType("nvarchar(max)");
b.Property<int?>("QuoteId")
.HasColumnType("int");
@@ -7053,7 +7056,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377),
CreatedAt = new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7640),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -7064,7 +7067,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381),
CreatedAt = new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7646),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -7075,7 +7078,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382),
CreatedAt = new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7647),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -7385,6 +7388,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<decimal>("ProfitPercent")
.HasColumnType("decimal(18,2)");
b.Property<string>("ProjectName")
.HasColumnType("nvarchar(max)");
b.Property<string>("ProspectAddress")
.HasColumnType("nvarchar(max)");
src/PowderCoating.Web/Controllers/QuotesController.cs
+1
View File
@@ -2953,6 +2953,7 @@ public class QuotesController : Controller
Total = quote.Total
}),
CustomerPO = quote.CustomerPO,
ProjectName = quote.ProjectName,
InternalNotes = quote.Notes, // Copy internal notes from quote
IsCustomerApproved = true,
IsRushJob = quote.IsRushJob,
src/PowderCoating.Web/Views/Jobs/Create.cshtml
+4
View File
@@ -124,6 +124,10 @@
</div>
<input asp-for="CustomerPO" class="form-control" placeholder="Enter PO number" />
</div>
<div class="col-md-6">
<label asp-for="ProjectName" class="form-label">Project Name</label>
<input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
</div>
<div class="col-md-7">
<div class="d-flex align-items-center gap-1">
<label asp-for="SpecialInstructions" class="form-label mb-0">Special Instructions</label>
src/PowderCoating.Web/Views/Jobs/Details.cshtml
+7
View File
@@ -172,6 +172,13 @@
<label class="text-muted small mb-1">Customer PO</label>
<p class="mb-0">@(Model.CustomerPO ?? "Not provided")</p>
</div>
@if (!string.IsNullOrEmpty(Model.ProjectName))
{
<div class="col-md-6">
<label class="text-muted small mb-1">Project</label>
<p class="mb-0">@Model.ProjectName</p>
</div>
}
<div class="col-12">
<label class="text-muted small mb-1">Description</label>
<p class="mb-0">@Model.Description</p>
src/PowderCoating.Web/Views/Jobs/Edit.cshtml
+4
View File
@@ -101,6 +101,10 @@
<label asp-for="CustomerPO" class="form-label">Customer PO</label>
<input asp-for="CustomerPO" class="form-control" placeholder="Enter PO number" />
</div>
<div class="col-md-6">
<label asp-for="ProjectName" class="form-label">Project Name</label>
<input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
</div>
<div class="col-md-7">
<label asp-for="SpecialInstructions" class="form-label">Special Instructions</label>
<textarea asp-for="SpecialInstructions" class="form-control" rows="3" placeholder="Any special instructions"></textarea>
src/PowderCoating.Web/Views/Jobs/WorkOrder.cshtml
+7
View File
@@ -357,6 +357,13 @@
<div class="info-value">@Model.CustomerPO</div>
</div>
}
@if (!string.IsNullOrWhiteSpace(Model.ProjectName))
{
<div class="info-row">
<div class="info-label">Project</div>
<div class="info-value">@Model.ProjectName</div>
</div>
}
</div>
<div class="col-6">
<div class="section-title">
src/PowderCoating.Web/Views/Quotes/Create.cshtml
+6
View File
@@ -187,6 +187,12 @@
<input asp-for="CustomerPO" class="form-control" />
</div>
</div>
<div class="row mt-2">
<div class="col-md-6">
<label asp-for="ProjectName" class="form-label"></label>
<input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
</div>
</div>
<div class="row mt-2">
<div class="col-md-6">
<label asp-for="Notes" class="form-label"></label>
src/PowderCoating.Web/Views/Quotes/Details.cshtml
+4
View File
@@ -183,6 +183,10 @@
{
<p><strong>Customer PO:</strong> @Model.CustomerPO</p>
}
@if (!string.IsNullOrEmpty(Model.ProjectName))
{
<p><strong>Project:</strong> @Model.ProjectName</p>
}
</div>
</div>
@if (!string.IsNullOrEmpty(Model.Description))
src/PowderCoating.Web/Views/Quotes/Edit.cshtml
+6
View File
@@ -150,6 +150,12 @@
<input asp-for="CustomerPO" class="form-control" />
</div>
</div>
<div class="row mt-2">
<div class="col-md-6">
<label asp-for="ProjectName" class="form-label"></label>
<input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
</div>
</div>
<div class="row mt-2">
<div class="col-md-6">
<label asp-for="Notes" class="form-label"></label>