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Add Custom Powder Order line item and fix CSV import FinalPrice crash

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Custom powder/incoming powder material cost now flows into a separate
auto-generated 'Custom Powder Order' line item instead of rolling into
individual item prices, so users can add shipping charges before the
customer sees the total. A dashed yellow preview card in the wizard
shows the material cost and lets users edit the total (including shipping)
before saving. After first save the price is user-owned.

Also fixes a fatal CSV import crash when FinalPrice contains a non-numeric
value (e.g. 'false' from a spreadsheet formula): the job CSV importer now
streams rows one at a time with a lenient decimal converter, treating bad
values as $0 with a per-row warning instead of aborting the entire import.

Updated HelpKnowledgeBase.cs and Help articles (Jobs, Quotes) with
Custom Powder Order behavior and a new Data Import / Export section.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-05-25 23:37:46 -04:00
parent e476b4744d
commit a7ad0e1de8
19 changed files with 721 additions and 78 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Web/Views/Help/Jobs.cshtml
+23
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@@ -273,6 +273,29 @@
appear as sub-lines under the item on the job details page.
</p>
<h3 class="h6 fw-semibold mt-4 mb-2"><i class="bi bi-truck me-1 text-warning"></i>Custom Powder Order</h3>
<p>
When a coat uses a <strong>custom powder</strong> (manually entered cost per lb, no inventory item
selected) or an <strong>incoming powder</strong> (a color being ordered that is not yet in stock),
the material cost is separated from the item price and collected into a single
<strong>Custom Powder Order</strong> line item. This keeps per-item pricing clean and lets you
add shipping or freight before the customer sees the total.
</p>
<ul class="mb-3">
<li class="mb-2">
While building the job, a dashed yellow <strong>Powder Order</strong> preview card appears
below the item cards. Edit the price to include any shipping before saving.
</li>
<li class="mb-2">
On the saved job, the Custom Powder Order appears as its own line item with the ordered
color name(s) in its description.
</li>
<li>
The Custom Powder Order is created once on first save. The price is user-owned after that
and will not be overwritten by the system on subsequent saves.
</li>
</ul>
<h3 class="h6 fw-semibold mt-4 mb-2">Save to Product Catalog</h3>
<p>
After completing the coatings and prep services steps, <strong>Calculated</strong> and
src/PowderCoating.Web/Views/Help/Quotes.cshtml
+29
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@@ -170,6 +170,35 @@
prep services &mdash; sandblasting, masking, and/or cleaning &mdash; that will be performed before coating.
</p>
<h3 class="h6 fw-semibold mt-4 mb-2"><i class="bi bi-truck me-1 text-warning"></i>Custom Powder Order</h3>
<p>
When a coat uses a <strong>custom powder</strong> (you enter a cost per lb manually without selecting
an inventory item) or an <strong>incoming powder</strong> (a color you need to order that is not yet
in stock), the powder material cost is <strong>not</strong> added to the individual item price.
Instead, the system auto-generates a separate <strong>Custom Powder Order</strong> line item that
collects all ordering costs in one place &mdash; so you can include shipping and freight before
presenting the quote to the customer.
</p>
<ul class="mb-3">
<li class="mb-2">
While building the quote, a dashed yellow <strong>Powder Order</strong> preview card appears
below the item cards showing the calculated material cost. The price field is editable &mdash;
type the total you want to charge (material&nbsp;+&nbsp;any shipping) before saving.
</li>
<li class="mb-2">
On the saved quote, the Custom Powder Order appears as its own line item with the color
name(s) in the description (e.g. <em>Custom Powder Order (Gloss Black, Satin Silver)</em>).
</li>
<li class="mb-2">
A yellow banner on the Quote Details page reminds you when a Custom Powder Order is present
so you don&rsquo;t forget to confirm the shipping amount.
</li>
<li>
The Custom Powder Order is created <strong>once</strong> on first save. After that the price
is yours &mdash; the system will not overwrite it on subsequent saves.
</li>
</ul>
<h3 class="h6 fw-semibold mt-3 mb-2">Save to Product Catalog</h3>
<p>
After completing the prep services step, Calculated and AI Photo items display one final step:
src/PowderCoating.Web/Views/Jobs/Create.cshtml
+23 -1
View File
@@ -216,6 +216,28 @@
<p class="small">Click <strong>Add Item</strong> to get started.</p>
</div>
<div id="itemCardsContainer"></div>
<div id="customPowderOrderPreview" class="d-none mt-2">
<div class="quote-item-card border-warning" style="border-style:dashed!important;background:var(--bs-warning-bg-subtle,#fff8e1);">
<div class="d-flex align-items-start gap-2">
<div class="flex-grow-1">
<div class="d-flex align-items-center flex-wrap gap-1 mb-1">
<span class="badge bg-warning text-dark item-badge"><i class="bi bi-truck me-1"></i>Powder Order</span>
<span class="fw-semibold" id="customPowderOrderPreviewDesc">Custom Powder Order</span>
</div>
<div class="text-muted small"><span id="customPowderOrderPreviewPrice"></span> &mdash; edit total to include shipping</div>
</div>
<div class="text-center flex-shrink-0" style="min-width:45px;">1</div>
<div class="flex-shrink-0" style="min-width:90px;">
<input type="number" id="customPowderOrderPriceInput"
class="form-control form-control-sm text-end"
min="0" step="0.01" placeholder="0.00"
title="Enter total including any shipping"
oninput="onCustomPowderPriceEdit(this.value)">
</div>
<div style="min-width:66px;"></div>
</div>
</div>
</div>
<div id="hiddenFieldsContainer"></div>
<div id="aiPhotoTempIdsContainer"></div>
</div>
@@ -411,7 +433,7 @@
sequence = c.Sequence,
inventoryItemId = c.InventoryItemId,
colorName = c.ColorName,
vendorId = c.VendorId,
supplierId = c.VendorId,
colorCode = c.ColorCode,
finish = c.Finish,
coverageSqFtPerLb = c.CoverageSqFtPerLb,
src/PowderCoating.Web/Views/Jobs/Details.cshtml
+7
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@@ -326,6 +326,13 @@
<i class="bi bi-plus-circle me-1"></i>Add Item
</button>
</div>
@if (Model.Items.Any(i => i.Description != null && i.Description.StartsWith("Custom Powder Order")))
{
<div class="alert alert-warning alert-permanent mx-3 mt-3 mb-0" role="alert">
<i class="bi bi-truck me-2"></i><strong>Custom Powder Order</strong> &mdash;
The line item below shows material cost only. Remember to add shipping before invoicing this job.
</div>
}
@if (Model.Items.Any())
{
var allItems = Model.Items.ToList();
src/PowderCoating.Web/Views/Jobs/Edit.cshtml
+23 -1
View File
@@ -185,6 +185,28 @@
<p class="small">Click <strong>Add Item</strong> to get started.</p>
</div>
<div id="itemCardsContainer"></div>
<div id="customPowderOrderPreview" class="d-none mt-2">
<div class="quote-item-card border-warning" style="border-style:dashed!important;background:var(--bs-warning-bg-subtle,#fff8e1);">
<div class="d-flex align-items-start gap-2">
<div class="flex-grow-1">
<div class="d-flex align-items-center flex-wrap gap-1 mb-1">
<span class="badge bg-warning text-dark item-badge"><i class="bi bi-truck me-1"></i>Powder Order</span>
<span class="fw-semibold" id="customPowderOrderPreviewDesc">Custom Powder Order</span>
</div>
<div class="text-muted small"><span id="customPowderOrderPreviewPrice"></span> &mdash; edit total to include shipping</div>
</div>
<div class="text-center flex-shrink-0" style="min-width:45px;">1</div>
<div class="flex-shrink-0" style="min-width:90px;">
<input type="number" id="customPowderOrderPriceInput"
class="form-control form-control-sm text-end"
min="0" step="0.01" placeholder="0.00"
title="Enter total including any shipping"
oninput="onCustomPowderPriceEdit(this.value)">
</div>
<div style="min-width:66px;"></div>
</div>
</div>
</div>
<div id="hiddenFieldsContainer"></div>
<div id="aiPhotoTempIdsContainer"></div>
</div>
@@ -396,7 +418,7 @@
sequence = c.Sequence,
inventoryItemId = c.InventoryItemId,
colorName = c.ColorName,
vendorId = c.VendorId,
supplierId = c.VendorId,
colorCode = c.ColorCode,
finish = c.Finish,
coverageSqFtPerLb = c.CoverageSqFtPerLb,
src/PowderCoating.Web/Views/Jobs/EditItems.cshtml
+23 -1
View File
@@ -50,6 +50,28 @@
<p class="small">Click <strong>Add Item</strong> to get started.</p>
</div>
<div id="itemCardsContainer"></div>
<div id="customPowderOrderPreview" class="d-none mt-2">
<div class="quote-item-card border-warning" style="border-style:dashed!important;background:var(--bs-warning-bg-subtle,#fff8e1);">
<div class="d-flex align-items-start gap-2">
<div class="flex-grow-1">
<div class="d-flex align-items-center flex-wrap gap-1 mb-1">
<span class="badge bg-warning text-dark item-badge"><i class="bi bi-truck me-1"></i>Powder Order</span>
<span class="fw-semibold" id="customPowderOrderPreviewDesc">Custom Powder Order</span>
</div>
<div class="text-muted small"><span id="customPowderOrderPreviewPrice"></span> &mdash; edit total to include shipping</div>
</div>
<div class="text-center flex-shrink-0" style="min-width:45px;">1</div>
<div class="flex-shrink-0" style="min-width:90px;">
<input type="number" id="customPowderOrderPriceInput"
class="form-control form-control-sm text-end"
min="0" step="0.01" placeholder="0.00"
title="Enter total including any shipping"
oninput="onCustomPowderPriceEdit(this.value)">
</div>
<div style="min-width:66px;"></div>
</div>
</div>
</div>
<!-- Hidden fields written by wizard JS -->
<div id="hiddenFieldsContainer"></div>
@@ -149,7 +171,7 @@
sequence = c.Sequence,
inventoryItemId = c.InventoryItemId,
colorName = c.ColorName,
vendorId = c.VendorId,
supplierId = c.VendorId,
colorCode = c.ColorCode,
finish = c.Finish,
coverageSqFtPerLb = c.CoverageSqFtPerLb,
src/PowderCoating.Web/Views/Quotes/Create.cshtml
+23 -1
View File
@@ -268,6 +268,28 @@
<p class="small">Click <strong>Add Item</strong> to get started.</p>
</div>
<div id="itemCardsContainer"></div>
<div id="customPowderOrderPreview" class="d-none mt-2">
<div class="quote-item-card border-warning" style="border-style:dashed!important;background:var(--bs-warning-bg-subtle,#fff8e1);">
<div class="d-flex align-items-start gap-2">
<div class="flex-grow-1">
<div class="d-flex align-items-center flex-wrap gap-1 mb-1">
<span class="badge bg-warning text-dark item-badge"><i class="bi bi-truck me-1"></i>Powder Order</span>
<span class="fw-semibold" id="customPowderOrderPreviewDesc">Custom Powder Order</span>
</div>
<div class="text-muted small"><span id="customPowderOrderPreviewPrice"></span> &mdash; edit total to include shipping</div>
</div>
<div class="text-center flex-shrink-0" style="min-width:45px;">1</div>
<div class="flex-shrink-0" style="min-width:90px;">
<input type="number" id="customPowderOrderPriceInput"
class="form-control form-control-sm text-end"
min="0" step="0.01" placeholder="0.00"
title="Enter total including any shipping"
oninput="onCustomPowderPriceEdit(this.value)">
</div>
<div style="min-width:66px;"></div>
</div>
</div>
</div>
<!-- Hidden fields written by wizard JS -->
<div id="hiddenFieldsContainer"></div>
@@ -477,7 +499,7 @@
sequence = c.Sequence,
inventoryItemId = c.InventoryItemId,
colorName = c.ColorName,
vendorId = c.VendorId,
supplierId = c.VendorId,
colorCode = c.ColorCode,
finish = c.Finish,
coverageSqFtPerLb = c.CoverageSqFtPerLb,
src/PowderCoating.Web/Views/Quotes/Details.cshtml
+7
View File
@@ -251,6 +251,13 @@
</h5>
</div>
<div class="card-body">
@if (Model.QuoteItems != null && Model.QuoteItems.Any(i => i.Description != null && i.Description.StartsWith("Custom Powder Order")))
{
<div class="alert alert-warning alert-permanent mb-3" role="alert">
<i class="bi bi-truck me-2"></i><strong>Custom Powder Order</strong> &mdash;
The line item below shows material cost only. Add shipping charges before sending this quote to the customer.
</div>
}
@if (Model.QuoteItems != null && Model.QuoteItems.Any())
{
var catalogItems = Model.QuoteItems.Where(i => i.CatalogItemId.HasValue).ToList();
src/PowderCoating.Web/Views/Quotes/Edit.cshtml
+24 -1
View File
@@ -231,6 +231,28 @@
<p class="small">Click <strong>Add Item</strong> to get started.</p>
</div>
<div id="itemCardsContainer"></div>
<div id="customPowderOrderPreview" class="d-none mt-2">
<div class="quote-item-card border-warning" style="border-style:dashed!important;background:var(--bs-warning-bg-subtle,#fff8e1);">
<div class="d-flex align-items-start gap-2">
<div class="flex-grow-1">
<div class="d-flex align-items-center flex-wrap gap-1 mb-1">
<span class="badge bg-warning text-dark item-badge"><i class="bi bi-truck me-1"></i>Powder Order</span>
<span class="fw-semibold" id="customPowderOrderPreviewDesc">Custom Powder Order</span>
</div>
<div class="text-muted small"><span id="customPowderOrderPreviewPrice"></span> &mdash; edit total to include shipping</div>
</div>
<div class="text-center flex-shrink-0" style="min-width:45px;">1</div>
<div class="flex-shrink-0" style="min-width:90px;">
<input type="number" id="customPowderOrderPriceInput"
class="form-control form-control-sm text-end"
min="0" step="0.01" placeholder="0.00"
title="Enter total including any shipping"
oninput="onCustomPowderPriceEdit(this.value)">
</div>
<div style="min-width:66px;"></div>
</div>
</div>
</div>
<!-- Hidden fields written by wizard JS -->
<div id="hiddenFieldsContainer"></div>
@@ -500,6 +522,7 @@
powderCostOverride = item.PowderCostOverride,
isGenericItem = item.IsGenericItem,
isLaborItem = item.IsLaborItem,
isSalesItem = item.IsSalesItem,
isAiItem = item.IsAiItem,
isCustomFormulaItem = item.IsCustomFormulaItem,
customItemTemplateId = item.CustomItemTemplateId,
@@ -521,7 +544,7 @@
sequence = c.Sequence,
inventoryItemId = c.InventoryItemId,
colorName = c.ColorName,
vendorId = c.VendorId,
supplierId = c.VendorId,
colorCode = c.ColorCode,
finish = c.Finish,
coverageSqFtPerLb = c.CoverageSqFtPerLb,