Phase 4: Past appointments + AI prediction demo data

- Appointments: add ~25 past appointments (last 90 days) with Completed,
  Cancelled, No Show, and Rescheduled statuses; completed records carry
  ActualStartTime/ActualEndTime with realistic variance; cancel/no-show
  notes explain why; customer label falls back to ContactFirst/LastName
  for residential customers
- Fix future appointment title for residential customers (was always using
  CompanyName which is null for individuals)
- New SeedDataService.AiPredictions.cs: seeds 8 AiItemPrediction records
  (varied complexity/confidence/tags/reasoning) and attaches them to the
  first 8 eligible QuoteItems, marking those items IsAiItem=true; 3 of 8
  have UserOverrodeEstimate=true for AI Accuracy report demo
- SeedDataService.cs: wire SeedAiPredictionsAsync after Invoices
- Remove.cs: collect QuoteItem.AiPredictionId FKs before deleting items,
  then delete orphaned AiItemPrediction records after quotes are removed

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-06-10 22:40:12 -04:00
parent dbd39a9fe5
commit c0e4a66126
4 changed files with 278 additions and 6 deletions
@@ -0,0 +1,140 @@
using Microsoft.EntityFrameworkCore;
using PowderCoating.Core.Entities;
namespace PowderCoating.Infrastructure.Services;
public partial class SeedDataService
{
/// <summary>
/// Seeds 8 <see cref="AiItemPrediction"/> demo records and attaches them to the first
/// 8 eligible <see cref="QuoteItem"/> records, marking those items as AI-analysed.
/// </summary>
/// <remarks>
/// <para>
/// "Eligible" means <c>SurfaceAreaSqFt &gt; 0</c>, not a labor item, and not already
/// linked to a prediction. This ensures the seeder is safe to run even if a partial seed
/// left some items pre-linked.
/// </para>
/// <para>
/// Each prediction record captures a realistic AI analysis: predicted surface area,
/// estimated minutes, complexity tier, unit price, confidence level, reasoning text, and
/// comma-separated AI tags. Three of the eight items have <c>UserOverrodeEstimate = true</c>
/// to demonstrate the override-tracking feature on the AI Accuracy report.
/// </para>
/// <para>
/// Items are updated in-place with <c>IsAiItem = true</c> and the FK
/// <c>AiPredictionId</c> pointing to the new prediction. <c>SaveChangesAsync</c> is called
/// per item so any single FK conflict (unlikely in a fresh seed) does not abort the others.
/// </para>
/// Idempotency: returns 0 immediately if any AiItemPrediction records already exist for
/// the company.
/// </remarks>
/// <param name="company">The tenant company to seed predictions for.</param>
/// <returns>Number of prediction records inserted, or 0 if already seeded.</returns>
private async Task<int> SeedAiPredictionsAsync(Company company)
{
var existingCount = await _context.Set<AiItemPrediction>()
.IgnoreQueryFilters()
.CountAsync(p => p.CompanyId == company.Id && !p.IsDeleted);
if (existingCount > 0)
return 0;
// Grab the first 8 eligible quote items ordered by id for determinism
var quoteItems = await _context.Set<QuoteItem>()
.IgnoreQueryFilters()
.Include(qi => qi.Quote)
.Where(qi => qi.CompanyId == company.Id
&& !qi.IsDeleted
&& qi.SurfaceAreaSqFt > 0
&& !qi.IsLaborItem
&& qi.AiPredictionId == null)
.OrderBy(qi => qi.Id)
.Take(8)
.ToListAsync();
if (quoteItems.Count == 0)
return 0;
// Per-slot prediction specs — deterministic, varied across complexity/confidence tiers.
// PredictedSqFt is intentionally close but NOT identical to the actual item SqFt so the
// AI Accuracy report shows realistic prediction deltas.
var specs = new[]
{
// slot 0 — complex automotive, AI nailed it
( sqft: 13.5m, mins: 88, complexity: "Complex", confidence: "High",
price: 125.00m, tags: "automotive,tubular,custom", rounds: 1, overrode: false,
reasoning: "Detected a tubular motorcycle frame with multiple weld joints. High complexity due to intricate geometry and masking requirements around bearing surfaces. Confidence high — similar frames appear frequently in training data." ),
// slot 1 — wheel set, quick read, accepted as-is
( sqft: 11.2m, mins: 42, complexity: "Simple", confidence: "High",
price: 98.00m, tags: "automotive,wheels,aluminum", rounds: 1, overrode: false,
reasoning: "Four aluminum wheels, uniform shape, minimal masking needed. Straightforward batch candidate for the main oven. Estimated surface area based on standard 18\" wheel profile." ),
// slot 2 — bumper job, user bumped sqft slightly
( sqft: 14.8m, mins: 62, complexity: "Moderate", confidence: "Medium",
price: 135.00m, tags: "automotive,bumper,off-road", rounds: 2, overrode: true,
reasoning: "Steel off-road bumper and rock sliders. Moderate complexity — flat stock with mounting tabs. Second image round requested for accurate rock slider dimensions. User adjusted surface area slightly after physical measurement." ),
// slot 3 — large gate, low confidence, user corrected price
( sqft: 34.2m, mins: 195, complexity: "Complex", confidence: "Low",
price: 310.00m, tags: "architectural,gate,ornamental", rounds: 2, overrode: true,
reasoning: "Wrought iron entry gate with decorative scrollwork. Low confidence due to depth ambiguity in photos — scrollwork surface area is difficult to estimate from images alone. Recommend physical measurement before finalising price. User overrode unit price after measuring on-site." ),
// slot 4 — patio furniture, solid read
( sqft: 22.8m, mins: 52, complexity: "Moderate", confidence: "High",
price: 195.00m, tags: "furniture,outdoor,patio", rounds: 1, overrode: false,
reasoning: "Six-piece patio furniture set: four chairs, one table, one side table. Powder-coated tubular steel, standard outdoor finish. Good photo coverage — confidence high. Recommend Textured Beige or Satin Bronze for exterior durability." ),
// slot 5 — handrail, accepted price
( sqft: 39.0m, mins: 118, complexity: "Moderate", confidence: "High",
price: 342.00m, tags: "architectural,handrail,railing", rounds: 1, overrode: false,
reasoning: "40-foot steel handrail system, square tube construction. Consistent profile makes area calculation straightforward. Standard Gloss Black most common finish for this application — confirmed with customer." ),
// slot 6 — brake calipers, small & simple
( sqft: 3.8m, mins: 30, complexity: "Simple", confidence: "High",
price: 65.00m, tags: "automotive,brake,caliper", rounds: 1, overrode: false,
reasoning: "Set of four brake calipers, cast iron with machined mating surfaces. Masking required on piston bores and bleed nipples. Candy Red most requested finish. High confidence — calipers are a common item with well-established pricing." ),
// slot 7 — bicycle frame, two-round conversation
( sqft: 6.1m, mins: 65, complexity: "Moderate", confidence: "Medium",
price: 82.00m, tags: "recreational,bicycle,frame", rounds: 2, overrode: true,
reasoning: "Road bicycle frame, aluminium alloy. Second image round needed to assess cable routing channels and dropout geometry. Moderate complexity due to small-radius bends. User adjusted surface area after AI initially underestimated top-tube length." )
};
var seeded = 0;
for (int i = 0; i < quoteItems.Count && i < specs.Length; i++)
{
var item = quoteItems[i];
var s = specs[i];
var prediction = new AiItemPrediction
{
PredictedSurfaceAreaSqFt = s.sqft,
PredictedMinutes = s.mins,
PredictedComplexity = s.complexity,
PredictedUnitPrice = s.price,
Confidence = s.confidence,
Reasoning = s.reasoning,
AiTags = s.tags,
ConversationRounds = s.rounds,
UserOverrodeEstimate = s.overrode,
CompanyId = company.Id,
CreatedAt = item.CreatedAt
};
await _context.Set<AiItemPrediction>().AddAsync(prediction);
await _context.SaveChangesAsync();
seeded++;
// Mark the quote item as AI-analysed and link the prediction
item.IsAiItem = true;
item.AiPredictionId = prediction.Id;
item.AiTags = s.tags;
await _context.SaveChangesAsync();
}
return seeded;
}
}
@@ -337,15 +337,122 @@ public partial class SeedDataService
var startDate = DateTime.Today;
var appointmentTitles = new Dictionary<string, string[]>
{
["DROP_OFF"] = new[] { "Customer Drop-Off", "Parts Delivery", "Item Drop-Off", "Material Drop-Off" },
["PICK_UP"] = new[] { "Customer Pick-Up", "Collection Appointment", "Order Pick-Up", "Completed Items Pick-Up" },
["DROP_OFF"] = new[] { "Customer Drop-Off", "Parts Delivery", "Item Drop-Off", "Material Drop-Off" },
["PICK_UP"] = new[] { "Customer Pick-Up", "Collection Appointment", "Order Pick-Up", "Completed Items Pick-Up" },
["CONSULTATION"] = new[] { "Quote Discussion", "Project Consultation", "Initial Consultation", "Color Selection Meeting" },
["JOB_WORK"] = new[] { "Sandblasting Session", "Coating Work", "Quality Inspection", "Final Finishing" }
["JOB_WORK"] = new[] { "Sandblasting Session", "Coating Work", "Quality Inspection", "Final Finishing" }
};
// Get status IDs by code for easy assignment
var scheduledStatusId = appointmentStatuses.First(s => s.StatusCode == "SCHEDULED").Id;
var confirmedStatusId = appointmentStatuses.First(s => s.StatusCode == "CONFIRMED").Id;
var scheduledStatusId = appointmentStatuses.First(s => s.StatusCode == "SCHEDULED").Id;
var confirmedStatusId = appointmentStatuses.First(s => s.StatusCode == "CONFIRMED").Id;
var completedStatusId = appointmentStatuses.First(s => s.StatusCode == "COMPLETED").Id;
var cancelledStatusId = appointmentStatuses.First(s => s.StatusCode == "CANCELLED").Id;
var noShowStatusId = appointmentStatuses.First(s => s.StatusCode == "NO_SHOW").Id;
var rescheduledStatusId = appointmentStatuses.First(s => s.StatusCode == "RESCHEDULED").Id;
// ── PAST APPOINTMENTS (last 90 days) — Completed, Cancelled, No Show ──────
// Walks backward through weekdays; ~40% chance of an appointment per day
// for ~25 records spread naturally across the history window.
var pastRandom = new Random(77); // separate seed keeps past/future independent
var pastAppointmentSeq = 1;
static string? CancelNote(Random r)
{
var reasons = new[]
{
"Customer cancelled — rescheduling for next week.",
"Customer cancelled — no reason given.",
"Shop closed for equipment maintenance.",
"Customer called to reschedule.",
"Customer unavailable — will call back.",
"Cancelled by shop — scheduling conflict."
};
return reasons[r.Next(reasons.Length)];
}
for (int daysBack = 1; daysBack <= 90 && pastAppointmentSeq <= 25; daysBack++)
{
var pastDate = DateTime.Today.AddDays(-daysBack);
if (pastDate.DayOfWeek == DayOfWeek.Saturday || pastDate.DayOfWeek == DayOfWeek.Sunday)
continue;
if (pastRandom.Next(100) >= 40) // ~40% chance = ~26 weekday hits over 90 days
continue;
var aptType = appointmentTypes[pastRandom.Next(appointmentTypes.Count)];
var customer = customers[pastRandom.Next(customers.Count)];
int startHour = pastRandom.Next(8, 17);
int startMinute = pastRandom.Next(0, 4) * 15;
var aptStart = new DateTime(pastDate.Year, pastDate.Month, pastDate.Day, startHour, startMinute, 0, DateTimeKind.Utc);
int duration = pastRandom.Next(1, 5) * 30;
var aptEnd = aptStart.AddMinutes(duration);
// 60% Completed, 25% Cancelled, 10% No Show, 5% Rescheduled
int roll = pastRandom.Next(100);
int pastStatusId;
DateTime? actualStart = null, actualEnd = null;
string? pastNotes = null;
if (roll < 60)
{
pastStatusId = completedStatusId;
actualStart = aptStart.AddMinutes(pastRandom.Next(-5, 11)); // ±510 min variance
actualEnd = aptEnd.AddMinutes(pastRandom.Next(-10, 16));
}
else if (roll < 85)
{
pastStatusId = cancelledStatusId;
pastNotes = CancelNote(pastRandom);
}
else if (roll < 95)
{
pastStatusId = noShowStatusId;
pastNotes = "Customer did not arrive. Follow-up call left.";
}
else
{
pastStatusId = rescheduledStatusId;
pastNotes = "Rescheduled at customer request — see follow-up appointment.";
}
// Optional job link (35% chance for past JOB_WORK; 15% for others)
int? pastJobId = null;
if (jobs.Any())
{
int linkChance = aptType.TypeCode == "JOB_WORK" ? 35 : 15;
if (pastRandom.Next(100) < linkChance)
pastJobId = jobs[pastRandom.Next(jobs.Count)].Id;
}
string? assignedId = null;
if (workers.Any() && pastRandom.Next(100) < 60)
assignedId = workers[pastRandom.Next(workers.Count)].Id;
var pastLabel = string.IsNullOrEmpty(customer.CompanyName) ? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim() : customer.CompanyName;
var pastTitle = $"{pastLabel} — {appointmentTitles[aptType.TypeCode][pastRandom.Next(appointmentTitles[aptType.TypeCode].Length)]}";
appointments.Add(new Appointment
{
AppointmentNumber = $"APT-{pastDate:yyMM}-{pastAppointmentSeq++:D4}",
CustomerId = customer.Id,
JobId = pastJobId,
AppointmentStatusId = pastStatusId,
AppointmentTypeId = aptType.Id,
AssignedUserId = assignedId,
Title = pastTitle,
ScheduledStartTime = aptStart,
ScheduledEndTime = aptEnd,
ActualStartTime = actualStart,
ActualEndTime = actualEnd,
IsAllDay = false,
IsReminderEnabled = false, // reminders don't fire for past appointments
ReminderMinutesBefore = 30,
Notes = pastNotes,
CompanyId = company.Id,
CreatedAt = aptStart.AddDays(-pastRandom.Next(1, 8)) // booked 17 days ahead
});
}
// Generate 50 appointments across next 60 days (weekdays only)
int appointmentsCreated = 0;
@@ -388,7 +495,8 @@ public partial class SeedDataService
int statusId = random.Next(100) < 80 ? scheduledStatusId : confirmedStatusId;
// Title
string title = $"{customer.CompanyName} - {appointmentTitles[appointmentType.TypeCode][random.Next(appointmentTitles[appointmentType.TypeCode].Length)]}";
string customerLabel = string.IsNullOrEmpty(customer.CompanyName) ? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim() : customer.CompanyName;
string title = $"{customerLabel} - {appointmentTitles[appointmentType.TypeCode][random.Next(appointmentTitles[appointmentType.TypeCode].Length)]}";
// Optional job link (40% chance if type is JOB_WORK, 20% for others)
int? jobId = null;
@@ -180,6 +180,14 @@ public partial class SeedDataService
if (seededQuoteIds.Any())
{
// Collect prediction IDs before removing items (FK is NoAction — predictions
// must be deleted after the items that reference them are gone).
var predictionIds = await _context.QuoteItems.IgnoreQueryFilters()
.Where(qi => seededQuoteIds.Contains(qi.QuoteId) && qi.AiPredictionId != null)
.Select(qi => qi.AiPredictionId!.Value)
.Distinct()
.ToListAsync();
var quoteItems = await _context.QuoteItems.IgnoreQueryFilters()
.Where(qi => seededQuoteIds.Contains(qi.QuoteId)).ToListAsync();
if (quoteItems.Any()) _context.QuoteItems.RemoveRange(quoteItems);
@@ -193,6 +201,21 @@ public partial class SeedDataService
_context.Quotes.RemoveRange(quotes);
totalRemoved += quotes.Count;
details.Add($"✓ Removed {quotes.Count} seeded quote(s)");
// Remove orphaned AI predictions now that QuoteItems no longer reference them
if (predictionIds.Any())
{
var predictions = await _context.Set<Core.Entities.AiItemPrediction>()
.IgnoreQueryFilters()
.Where(p => predictionIds.Contains(p.Id))
.ToListAsync();
if (predictions.Any())
{
_context.Set<Core.Entities.AiItemPrediction>().RemoveRange(predictions);
totalRemoved += predictions.Count;
details.Add($"✓ Removed {predictions.Count} AI prediction(s)");
}
}
}
// Customer notes
@@ -425,6 +425,7 @@ public partial class SeedDataService : ISeedDataService
await RunSeeder("Time entries", details, errors, result, () => SeedJobTimeEntriesAsync(company));
await RunSeeder("Inv. txns", details, errors, result, () => SeedInventoryTransactionsAsync(company));
await RunSeeder("Invoices", details, errors, result, () => SeedInvoicesAsync(company));
await RunSeeder("AI predictions", details, errors, result, () => SeedAiPredictionsAsync(company));
await RunSeeder("Vendor bills", details, errors, result, () => SeedBillsAsync(company));
await RunSeeder("Expenses", details, errors, result, () => SeedExpensesAsync(company));
await RunSeeder("Appointments", details, errors, result, () => SeedAppointmentsAsync(company));