Add formula template export/import and unsaved-changes guard

- Export: GET /CompanySettings/ExportCustomItemTemplates downloads all company templates as an indented JSON backup (strips internal IDs/paths) - Import: POST /CompanySettings/ImportCustomItemTemplates restores from that file; runs full field + formula validation, skips name duplicates, returns per-item results (imported / skipped / errors) - Unsaved-changes guard: cfModal now intercepts backdrop/ESC/X when the form is dirty and prompts before discarding work - Export and Import buttons added to the Custom Formulas card header Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 09:24:02 -04:00
parent cf07356147
commit b23bea6db0
3 changed files with 277 additions and 0 deletions
@@ -3043,6 +3043,137 @@ public class CompanySettingsController : Controller
        return Json(new { success = true, templates = dtos });
    }

+    /// <summary>Downloads all formula templates as a portable JSON backup file.</summary>
+    [HttpGet]
+    public async Task<IActionResult> ExportCustomItemTemplates()
+    {
+        if (!AllowCustomFormulas()) return Forbid();
+        var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
+        var templates = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId);
+
+        var export = new
+        {
+            exportedAt = DateTime.UtcNow,
+            version = 1,
+            templates = templates
+                .OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name)
+                .Select(t => new
+                {
+                    t.Name,
+                    t.Description,
+                    t.OutputMode,
+                    t.FieldsJson,
+                    t.Formula,
+                    t.DefaultRate,
+                    t.RateLabel,
+                    t.Notes,
+                    t.DisplayOrder,
+                    t.IsActive
+                })
+        };
+
+        var json = System.Text.Json.JsonSerializer.Serialize(export,
+            new System.Text.Json.JsonSerializerOptions { WriteIndented = true });
+        var filename = $"formula-templates-{DateTime.UtcNow:yyyyMMdd}.json";
+        return File(System.Text.Encoding.UTF8.GetBytes(json), "application/json", filename);
+    }
+
+    /// <summary>
+    /// Imports formula templates from a JSON backup file produced by ExportCustomItemTemplates.
+    /// Templates whose name already exists in the company are skipped; all others are created.
+    /// </summary>
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public async Task<IActionResult> ImportCustomItemTemplates(IFormFile file)
+    {
+        if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
+        if (file == null || file.Length == 0) return Json(new { success = false, message = "No file selected." });
+        if (!file.FileName.EndsWith(".json", StringComparison.OrdinalIgnoreCase))
+            return Json(new { success = false, message = "File must be a .json export file." });
+        if (file.Length > 512 * 1024)
+            return Json(new { success = false, message = "File is too large (max 512 KB)." });
+
+        string json;
+        using (var reader = new System.IO.StreamReader(file.OpenReadStream()))
+            json = await reader.ReadToEndAsync();
+
+        System.Text.Json.JsonElement root;
+        try
+        {
+            root = System.Text.Json.JsonDocument.Parse(json).RootElement;
+        }
+        catch
+        {
+            return Json(new { success = false, message = "Could not parse file — make sure it is a valid formula export." });
+        }
+
+        if (!root.TryGetProperty("templates", out var templatesEl) || templatesEl.ValueKind != System.Text.Json.JsonValueKind.Array)
+            return Json(new { success = false, message = "Invalid export format: missing \"templates\" array." });
+
+        var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
+        var existing = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId);
+        // Track names already in DB + names imported within this same file to prevent intra-file duplicates
+        var usedNames = existing.Select(t => t.Name.ToLowerInvariant()).ToHashSet();
+
+        int imported = 0, skipped = 0;
+        var skippedNames = new List<string>();
+        var errors = new List<string>();
+
+        foreach (var item in templatesEl.EnumerateArray())
+        {
+            try
+            {
+                var name = item.TryGetProperty("name", out var nEl) ? nEl.GetString() ?? "" : "";
+                if (string.IsNullOrWhiteSpace(name)) { errors.Add("Skipped one template with no name."); continue; }
+
+                if (usedNames.Contains(name.ToLowerInvariant()))
+                {
+                    skipped++;
+                    skippedNames.Add(name);
+                    continue;
+                }
+
+                var dto = new CreateCustomItemTemplateDto
+                {
+                    Name = name,
+                    Description = item.TryGetProperty("description", out var d) ? d.GetString() : null,
+                    OutputMode = item.TryGetProperty("outputMode", out var om) ? om.GetString() ?? "FixedRate" : "FixedRate",
+                    FieldsJson = item.TryGetProperty("fieldsJson", out var fj) ? fj.GetString() ?? "[]" : "[]",
+                    Formula = item.TryGetProperty("formula", out var f) ? f.GetString() ?? "" : "",
+                    DefaultRate = item.TryGetProperty("defaultRate", out var dr) && dr.ValueKind == System.Text.Json.JsonValueKind.Number ? dr.GetDecimal() : null,
+                    RateLabel = item.TryGetProperty("rateLabel", out var rl) ? rl.GetString() : null,
+                    Notes = item.TryGetProperty("notes", out var n) ? n.GetString() : null,
+                    DisplayOrder = item.TryGetProperty("displayOrder", out var dord) && dord.ValueKind == System.Text.Json.JsonValueKind.Number ? dord.GetInt32() : 0,
+                    IsActive = item.TryGetProperty("isActive", out var ia) && ia.ValueKind == System.Text.Json.JsonValueKind.True,
+                };
+
+                var fieldError = ValidateTemplateFields(dto.FieldsJson);
+                if (fieldError != null) { errors.Add($"\"{name}\": {fieldError}"); continue; }
+
+                var (normalizedFormula, formulaError) = _formulaAiService.NormalizeAndValidate(dto.Formula);
+                if (formulaError != null) { errors.Add($"\"{name}\": formula error &mdash; {formulaError}"); continue; }
+                dto.Formula = normalizedFormula;
+
+                var entity = _mapper.Map<CustomItemTemplate>(dto);
+                entity.CompanyId = companyId;
+                entity.CreatedAt = DateTime.UtcNow;
+                await _unitOfWork.CustomItemTemplates.AddAsync(entity);
+
+                usedNames.Add(name.ToLowerInvariant());
+                imported++;
+            }
+            catch (Exception ex)
+            {
+                errors.Add($"Unexpected error on one template: {ex.Message}");
+            }
+        }
+
+        if (imported > 0)
+            await _unitOfWork.CompleteAsync();
+
+        return Json(new { success = true, imported, skipped, skippedNames, errors });
+    }
+
    /// <summary>Creates a new formula template for the current company.</summary>
    [HttpPost]
    public async Task<IActionResult> CreateCustomItemTemplate([FromBody] CreateCustomItemTemplateDto dto)