Add Community Formula Library feature

Companies can now share their custom formula templates to a platform-wide
community library. Other tenants can browse, preview, and import formulas
as independent local copies. Includes attribution (source company name),
"Inspired by" lineage for re-contributed formulas, import counts, own-formula
badge, cascade diagram nullification, and AI assistant + help docs updates.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-27 21:54:51 -04:00
parent 32d09b38f1
commit ca7e905832
24 changed files with 12959 additions and 10 deletions
@@ -289,6 +289,12 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
/// </summary>
public DbSet<PowderCatalogItem> PowderCatalogItems { get; set; }
/// <summary>Community library of shared formula templates. Platform-level, no tenant filter.</summary>
public DbSet<FormulaLibraryItem> FormulaLibraryItems { get; set; }
/// <summary>Per-company record of which community library formulas a company has imported.</summary>
public DbSet<FormulaLibraryImport> FormulaLibraryImports { get; set; }
/// <summary>User-submitted bug reports; tenant-filtered with soft delete.</summary>
public DbSet<BugReport> BugReports { get; set; }
/// <summary>File attachments for bug reports; soft-delete only (no tenant filter — access controlled via parent BugReport).</summary>
@@ -2074,6 +2080,49 @@ modelBuilder.Entity<Job>()
.HasIndex(c => new { c.CompanyId, c.MemoNumber })
.IsUnique()
.HasDatabaseName("IX_CreditMemos_CompanyId_MemoNumber");
// FormulaLibraryItem — platform-level, no tenant filter, no soft delete
// Self-referential "Inspired by" FK uses NoAction; cascade nullification handled in service.
modelBuilder.Entity<FormulaLibraryItem>()
.HasOne(f => f.InspiredBy)
.WithMany()
.HasForeignKey(f => f.InspiredByFormulaLibraryItemId)
.IsRequired(false)
.OnDelete(DeleteBehavior.NoAction);
modelBuilder.Entity<FormulaLibraryItem>()
.HasIndex(f => f.SourceCompanyId)
.HasDatabaseName("IX_FormulaLibraryItems_SourceCompanyId");
modelBuilder.Entity<FormulaLibraryItem>()
.HasIndex(f => f.IsPublished)
.HasDatabaseName("IX_FormulaLibraryItems_IsPublished");
// FormulaLibraryImport — tenant-scoped; unique per (CompanyId, FormulaLibraryItemId)
modelBuilder.Entity<FormulaLibraryImport>()
.HasOne(i => i.FormulaLibraryItem)
.WithMany()
.HasForeignKey(i => i.FormulaLibraryItemId)
.OnDelete(DeleteBehavior.Restrict);
modelBuilder.Entity<FormulaLibraryImport>()
.HasOne(i => i.ResultingCustomItemTemplate)
.WithMany()
.HasForeignKey(i => i.ResultingCustomItemTemplateId)
.OnDelete(DeleteBehavior.Restrict);
modelBuilder.Entity<FormulaLibraryImport>()
.HasIndex(i => new { i.CompanyId, i.FormulaLibraryItemId })
.IsUnique()
.HasDatabaseName("IX_FormulaLibraryImports_Company_Item");
// CustomItemTemplate → FormulaLibraryItem (nullable; only set on imported templates)
modelBuilder.Entity<CustomItemTemplate>()
.HasOne(t => t.SourceFormulaLibraryItem)
.WithMany()
.HasForeignKey(t => t.SourceFormulaLibraryItemId)
.IsRequired(false)
.OnDelete(DeleteBehavior.SetNull);
}
/// <summary>
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,214 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddFormulaLibrary : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<bool>(
name: "IsModifiedFromSource",
table: "CustomItemTemplates",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.AddColumn<int>(
name: "SourceFormulaLibraryItemId",
table: "CustomItemTemplates",
type: "int",
nullable: true);
migrationBuilder.CreateTable(
name: "FormulaLibraryItems",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
Description = table.Column<string>(type: "nvarchar(max)", nullable: true),
OutputMode = table.Column<string>(type: "nvarchar(max)", nullable: false),
FieldsJson = table.Column<string>(type: "nvarchar(max)", nullable: false),
Formula = table.Column<string>(type: "nvarchar(max)", nullable: false),
DefaultRate = table.Column<decimal>(type: "decimal(18,2)", nullable: true),
RateLabel = table.Column<string>(type: "nvarchar(max)", nullable: true),
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
DiagramImagePath = table.Column<string>(type: "nvarchar(max)", nullable: true),
Tags = table.Column<string>(type: "nvarchar(max)", nullable: true),
IndustryHint = table.Column<string>(type: "nvarchar(max)", nullable: true),
SourceCustomItemTemplateId = table.Column<int>(type: "int", nullable: false),
SourceCompanyId = table.Column<int>(type: "int", nullable: false),
SourceCompanyName = table.Column<string>(type: "nvarchar(max)", nullable: false),
InspiredByFormulaLibraryItemId = table.Column<int>(type: "int", nullable: true),
SharedByUserId = table.Column<string>(type: "nvarchar(max)", nullable: false),
SharedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
IsPublished = table.Column<bool>(type: "bit", nullable: false),
ImportCount = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_FormulaLibraryItems", x => x.Id);
table.ForeignKey(
name: "FK_FormulaLibraryItems_FormulaLibraryItems_InspiredByFormulaLibraryItemId",
column: x => x.InspiredByFormulaLibraryItemId,
principalTable: "FormulaLibraryItems",
principalColumn: "Id");
});
migrationBuilder.CreateTable(
name: "FormulaLibraryImports",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
FormulaLibraryItemId = table.Column<int>(type: "int", nullable: false),
ImportedByUserId = table.Column<string>(type: "nvarchar(max)", nullable: false),
ImportedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
ResultingCustomItemTemplateId = table.Column<int>(type: "int", nullable: false),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_FormulaLibraryImports", x => x.Id);
table.ForeignKey(
name: "FK_FormulaLibraryImports_CustomItemTemplates_ResultingCustomItemTemplateId",
column: x => x.ResultingCustomItemTemplateId,
principalTable: "CustomItemTemplates",
principalColumn: "Id",
onDelete: ReferentialAction.Restrict);
table.ForeignKey(
name: "FK_FormulaLibraryImports_FormulaLibraryItems_FormulaLibraryItemId",
column: x => x.FormulaLibraryItemId,
principalTable: "FormulaLibraryItems",
principalColumn: "Id",
onDelete: ReferentialAction.Restrict);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3849));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3855));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3856));
migrationBuilder.CreateIndex(
name: "IX_CustomItemTemplates_SourceFormulaLibraryItemId",
table: "CustomItemTemplates",
column: "SourceFormulaLibraryItemId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryImports_Company_Item",
table: "FormulaLibraryImports",
columns: new[] { "CompanyId", "FormulaLibraryItemId" },
unique: true);
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryImports_FormulaLibraryItemId",
table: "FormulaLibraryImports",
column: "FormulaLibraryItemId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryImports_ResultingCustomItemTemplateId",
table: "FormulaLibraryImports",
column: "ResultingCustomItemTemplateId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryItems_InspiredByFormulaLibraryItemId",
table: "FormulaLibraryItems",
column: "InspiredByFormulaLibraryItemId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryItems_IsPublished",
table: "FormulaLibraryItems",
column: "IsPublished");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryItems_SourceCompanyId",
table: "FormulaLibraryItems",
column: "SourceCompanyId");
migrationBuilder.AddForeignKey(
name: "FK_CustomItemTemplates_FormulaLibraryItems_SourceFormulaLibraryItemId",
table: "CustomItemTemplates",
column: "SourceFormulaLibraryItemId",
principalTable: "FormulaLibraryItems",
principalColumn: "Id",
onDelete: ReferentialAction.SetNull);
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropForeignKey(
name: "FK_CustomItemTemplates_FormulaLibraryItems_SourceFormulaLibraryItemId",
table: "CustomItemTemplates");
migrationBuilder.DropTable(
name: "FormulaLibraryImports");
migrationBuilder.DropTable(
name: "FormulaLibraryItems");
migrationBuilder.DropIndex(
name: "IX_CustomItemTemplates_SourceFormulaLibraryItemId",
table: "CustomItemTemplates");
migrationBuilder.DropColumn(
name: "IsModifiedFromSource",
table: "CustomItemTemplates");
migrationBuilder.DropColumn(
name: "SourceFormulaLibraryItemId",
table: "CustomItemTemplates");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8956));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8962));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8964));
}
}
}
@@ -2711,6 +2711,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<bool>("IsModifiedFromSource")
.HasColumnType("bit");
b.Property<string>("Name")
.IsRequired()
.HasColumnType("nvarchar(max)");
@@ -2725,6 +2728,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("RateLabel")
.HasColumnType("nvarchar(max)");
b.Property<int?>("SourceFormulaLibraryItemId")
.HasColumnType("int");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
@@ -2733,6 +2739,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasKey("Id");
b.HasIndex("SourceFormulaLibraryItemId");
b.ToTable("CustomItemTemplates");
});
@@ -3437,6 +3445,154 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("FixedAssetDepreciationEntries");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryImport", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<int>("FormulaLibraryItemId")
.HasColumnType("int");
b.Property<DateTime>("ImportedAt")
.HasColumnType("datetime2");
b.Property<string>("ImportedByUserId")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<int>("ResultingCustomItemTemplateId")
.HasColumnType("int");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("FormulaLibraryItemId");
b.HasIndex("ResultingCustomItemTemplateId");
b.HasIndex("CompanyId", "FormulaLibraryItemId")
.IsUnique()
.HasDatabaseName("IX_FormulaLibraryImports_Company_Item");
b.ToTable("FormulaLibraryImports");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryItem", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<decimal?>("DefaultRate")
.HasColumnType("decimal(18,2)");
b.Property<string>("Description")
.HasColumnType("nvarchar(max)");
b.Property<string>("DiagramImagePath")
.HasColumnType("nvarchar(max)");
b.Property<string>("FieldsJson")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Formula")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<int>("ImportCount")
.HasColumnType("int");
b.Property<string>("IndustryHint")
.HasColumnType("nvarchar(max)");
b.Property<int?>("InspiredByFormulaLibraryItemId")
.HasColumnType("int");
b.Property<bool>("IsPublished")
.HasColumnType("bit");
b.Property<string>("Name")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Notes")
.HasColumnType("nvarchar(max)");
b.Property<string>("OutputMode")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("RateLabel")
.HasColumnType("nvarchar(max)");
b.Property<DateTime>("SharedAt")
.HasColumnType("datetime2");
b.Property<string>("SharedByUserId")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<int>("SourceCompanyId")
.HasColumnType("int");
b.Property<string>("SourceCompanyName")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<int>("SourceCustomItemTemplateId")
.HasColumnType("int");
b.Property<string>("Tags")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.HasKey("Id");
b.HasIndex("InspiredByFormulaLibraryItemId");
b.HasIndex("IsPublished")
.HasDatabaseName("IX_FormulaLibraryItems_IsPublished");
b.HasIndex("SourceCompanyId")
.HasDatabaseName("IX_FormulaLibraryItems_SourceCompanyId");
b.ToTable("FormulaLibraryItems");
});
modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
{
b.Property<int>("Id")
@@ -6868,7 +7024,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8956),
CreatedAt = new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3849),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -6879,7 +7035,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8962),
CreatedAt = new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3855),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -6890,7 +7046,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8964),
CreatedAt = new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3856),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -9263,6 +9419,16 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("Invoice");
});
modelBuilder.Entity("PowderCoating.Core.Entities.CustomItemTemplate", b =>
{
b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "SourceFormulaLibraryItem")
.WithMany()
.HasForeignKey("SourceFormulaLibraryItemId")
.OnDelete(DeleteBehavior.SetNull);
b.Navigation("SourceFormulaLibraryItem");
});
modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b =>
{
b.HasOne("PowderCoating.Core.Entities.Company", null)
@@ -9419,6 +9585,35 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("JournalEntry");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryImport", b =>
{
b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "FormulaLibraryItem")
.WithMany()
.HasForeignKey("FormulaLibraryItemId")
.OnDelete(DeleteBehavior.Restrict)
.IsRequired();
b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "ResultingCustomItemTemplate")
.WithMany()
.HasForeignKey("ResultingCustomItemTemplateId")
.OnDelete(DeleteBehavior.Restrict)
.IsRequired();
b.Navigation("FormulaLibraryItem");
b.Navigation("ResultingCustomItemTemplate");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryItem", b =>
{
b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "InspiredBy")
.WithMany()
.HasForeignKey("InspiredByFormulaLibraryItemId")
.OnDelete(DeleteBehavior.NoAction);
b.Navigation("InspiredBy");
});
modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
{
b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "IssuedBy")
@@ -130,6 +130,10 @@ public class UnitOfWork : IUnitOfWork
// Custom Formula Templates
private IRepository<CustomItemTemplate>? _customItemTemplates;
// Formula Community Library
private IPlainRepository<FormulaLibraryItem>? _formulaLibrary;
private IRepository<FormulaLibraryImport>? _formulaLibraryImports;
// Purchase Orders
private IPurchaseOrderRepository? _purchaseOrders;
private IRepository<PurchaseOrderItem>? _purchaseOrderItems;
@@ -476,6 +480,14 @@ public class UnitOfWork : IUnitOfWork
public IRepository<CustomItemTemplate> CustomItemTemplates =>
_customItemTemplates ??= new Repository<CustomItemTemplate>(_context);
/// <summary>Repository for <see cref="FormulaLibraryItem"/> community library entries; platform-level, no tenant filter.</summary>
public IPlainRepository<FormulaLibraryItem> FormulaLibrary =>
_formulaLibrary ??= new PlainRepository<FormulaLibraryItem>(_context);
/// <summary>Repository for <see cref="FormulaLibraryImport"/> per-company import records; tenant-filtered with soft delete.</summary>
public IRepository<FormulaLibraryImport> FormulaLibraryImports =>
_formulaLibraryImports ??= new Repository<FormulaLibraryImport>(_context);
// Job Templates
/// <summary>Repository for <see cref="JobTemplate"/> reusable job blueprints; tenant-filtered with soft delete.</summary>
public IJobTemplateRepository JobTemplates =>
@@ -0,0 +1,308 @@
using AutoMapper;
using Microsoft.Extensions.Logging;
using PowderCoating.Application.DTOs.Company;
using PowderCoating.Application.Interfaces;
using PowderCoating.Core.Entities;
using PowderCoating.Core.Interfaces;
namespace PowderCoating.Infrastructure.Services;
/// <summary>
/// Manages the community formula library: sharing a company template to the platform-wide
/// library, removing it, browsing published entries, and importing an entry as a local copy.
/// </summary>
public class FormulaLibraryService : IFormulaLibraryService
{
private readonly IUnitOfWork _unitOfWork;
private readonly IMapper _mapper;
private readonly ILogger<FormulaLibraryService> _logger;
public FormulaLibraryService(IUnitOfWork unitOfWork, IMapper mapper, ILogger<FormulaLibraryService> logger)
{
_unitOfWork = unitOfWork;
_mapper = mapper;
_logger = logger;
}
/// <inheritdoc />
public async Task<IEnumerable<FormulaLibraryCardDto>> BrowseAsync(
int companyId, string? search, string? outputMode, string? industryHint)
{
var items = await _unitOfWork.FormulaLibrary.FindAsync(i => i.IsPublished);
if (!string.IsNullOrWhiteSpace(search))
{
var lower = search.ToLowerInvariant();
items = items.Where(i =>
i.Name.ToLowerInvariant().Contains(lower) ||
(i.Description != null && i.Description.ToLowerInvariant().Contains(lower)) ||
(i.Tags != null && i.Tags.ToLowerInvariant().Contains(lower)) ||
i.SourceCompanyName.ToLowerInvariant().Contains(lower));
}
if (!string.IsNullOrWhiteSpace(outputMode))
items = items.Where(i => i.OutputMode == outputMode);
if (!string.IsNullOrWhiteSpace(industryHint))
items = items.Where(i => i.IndustryHint != null &&
i.IndustryHint.ToLowerInvariant().Contains(industryHint.ToLowerInvariant()));
// Load InspiredBy for attribution line
var itemList = items.ToList();
var inspiredByIds = itemList
.Where(i => i.InspiredByFormulaLibraryItemId.HasValue)
.Select(i => i.InspiredByFormulaLibraryItemId!.Value)
.Distinct()
.ToHashSet();
Dictionary<int, FormulaLibraryItem> inspirations = new();
foreach (var id in inspiredByIds)
{
var parent = await _unitOfWork.FormulaLibrary.GetByIdAsync(id);
if (parent != null) inspirations[id] = parent;
}
// Attach navigation properties manually (PlainRepository doesn't eager-load)
foreach (var item in itemList)
{
if (item.InspiredByFormulaLibraryItemId.HasValue &&
inspirations.TryGetValue(item.InspiredByFormulaLibraryItemId.Value, out var parent))
item.InspiredBy = parent;
}
// Determine which entries this company has already imported
var imports = await _unitOfWork.FormulaLibraryImports.FindAsync(
imp => imp.CompanyId == companyId && !imp.IsDeleted);
var importedIds = imports.Select(imp => imp.FormulaLibraryItemId).ToHashSet();
var dtos = _mapper.Map<List<FormulaLibraryCardDto>>(itemList);
for (int i = 0; i < dtos.Count; i++)
{
dtos[i].AlreadyImported = importedIds.Contains(dtos[i].Id);
dtos[i].IsOwnFormula = itemList[i].SourceCompanyId == companyId;
}
return dtos.OrderByDescending(d => d.ImportCount).ThenBy(d => d.Name);
}
/// <inheritdoc />
public async Task<FormulaLibraryDetailDto?> GetDetailAsync(int libraryItemId, int companyId)
{
var item = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
if (item == null || !item.IsPublished) return null;
if (item.InspiredByFormulaLibraryItemId.HasValue)
item.InspiredBy = await _unitOfWork.FormulaLibrary.GetByIdAsync(
item.InspiredByFormulaLibraryItemId.Value);
var dto = _mapper.Map<FormulaLibraryDetailDto>(item);
var imp = await _unitOfWork.FormulaLibraryImports.FindAsync(
i => i.CompanyId == companyId && i.FormulaLibraryItemId == libraryItemId && !i.IsDeleted);
dto.AlreadyImported = imp.Any();
return dto;
}
/// <inheritdoc />
public async Task<int> ShareAsync(int companyId, string userId, ShareFormulaRequest request)
{
var template = await _unitOfWork.CustomItemTemplates.GetByIdAsync(request.CustomItemTemplateId);
if (template == null || template.CompanyId != companyId)
throw new InvalidOperationException("Template not found.");
if (!CanShare(template))
throw new InvalidOperationException("This template is not eligible to be shared.");
// Determine "Inspired by" — if this was imported from the library
int? inspiredById = null;
if (template.SourceFormulaLibraryItemId.HasValue && template.IsModifiedFromSource)
inspiredById = template.SourceFormulaLibraryItemId;
// Get company name for attribution
var company = await _unitOfWork.Companies.GetByIdAsync(companyId);
var companyName = company?.CompanyName ?? "Unknown Company";
// Re-use existing row if one exists (re-share after unshare, or update after edits)
var existing = await _unitOfWork.FormulaLibrary.FirstOrDefaultAsync(
f => f.SourceCustomItemTemplateId == template.Id && f.SourceCompanyId == companyId);
if (existing != null)
{
CopyFromTemplate(existing, template, companyName, request);
existing.InspiredByFormulaLibraryItemId = inspiredById;
existing.IsPublished = true;
existing.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.FormulaLibrary.UpdateAsync(existing);
await _unitOfWork.CompleteAsync();
return existing.Id;
}
var libraryItem = new FormulaLibraryItem
{
SharedByUserId = userId,
SharedAt = DateTime.UtcNow,
SourceCustomItemTemplateId = template.Id,
SourceCompanyId = companyId,
SourceCompanyName = companyName,
InspiredByFormulaLibraryItemId = inspiredById,
IsPublished = true,
};
CopyFromTemplate(libraryItem, template, companyName, request);
await _unitOfWork.FormulaLibrary.AddAsync(libraryItem);
await _unitOfWork.CompleteAsync();
return libraryItem.Id;
}
/// <inheritdoc />
public async Task UnshareAsync(int libraryItemId, int companyId)
{
var item = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
if (item == null || item.SourceCompanyId != companyId) return;
item.IsPublished = false;
item.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.FormulaLibrary.UpdateAsync(item);
await _unitOfWork.CompleteAsync();
}
/// <inheritdoc />
public async Task<int> ImportAsync(int libraryItemId, int companyId, string userId)
{
var libraryItem = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
if (libraryItem == null || !libraryItem.IsPublished)
throw new InvalidOperationException("Library entry not found or no longer published.");
// Return existing import if already imported
var existingImports = await _unitOfWork.FormulaLibraryImports.FindAsync(
i => i.CompanyId == companyId && i.FormulaLibraryItemId == libraryItemId && !i.IsDeleted);
var existingImport = existingImports.FirstOrDefault();
if (existingImport != null) return existingImport.ResultingCustomItemTemplateId;
// Create a local copy as a new CustomItemTemplate
var template = new CustomItemTemplate
{
CompanyId = companyId,
Name = libraryItem.Name,
Description = libraryItem.Description,
OutputMode = libraryItem.OutputMode,
FieldsJson = libraryItem.FieldsJson,
Formula = libraryItem.Formula,
DefaultRate = libraryItem.DefaultRate,
RateLabel = libraryItem.RateLabel,
Notes = libraryItem.Notes,
DiagramImagePath = libraryItem.DiagramImagePath,
DisplayOrder = 0,
IsActive = true,
SourceFormulaLibraryItemId = libraryItemId,
IsModifiedFromSource = false,
};
await _unitOfWork.CustomItemTemplates.AddAsync(template);
await _unitOfWork.CompleteAsync();
var importRecord = new FormulaLibraryImport
{
CompanyId = companyId,
FormulaLibraryItemId = libraryItemId,
ImportedByUserId = userId,
ImportedAt = DateTime.UtcNow,
ResultingCustomItemTemplateId = template.Id,
};
await _unitOfWork.FormulaLibraryImports.AddAsync(importRecord);
// Increment import counter
libraryItem.ImportCount++;
await _unitOfWork.FormulaLibrary.UpdateAsync(libraryItem);
await _unitOfWork.CompleteAsync();
return template.Id;
}
/// <inheritdoc />
public async Task<FormulaLibraryStatusDto> GetTemplateLibraryStatusAsync(int templateId, int companyId)
{
var template = await _unitOfWork.CustomItemTemplates.GetByIdAsync(templateId);
if (template == null || template.CompanyId != companyId)
return new FormulaLibraryStatusDto { CanShare = false };
var dto = new FormulaLibraryStatusDto { CanShare = CanShare(template) };
// Populate import attribution
if (template.SourceFormulaLibraryItemId.HasValue)
{
var source = await _unitOfWork.FormulaLibrary.GetByIdAsync(template.SourceFormulaLibraryItemId.Value);
if (source != null)
{
dto.ImportedFromName = source.Name;
dto.ImportedFromCompany = source.SourceCompanyName;
}
}
// Check if this template has an active library entry
var libraryItem = await _unitOfWork.FormulaLibrary.FirstOrDefaultAsync(
f => f.SourceCustomItemTemplateId == templateId && f.SourceCompanyId == companyId);
if (libraryItem != null)
{
dto.LibraryItemId = libraryItem.Id;
dto.IsPublished = libraryItem.IsPublished;
}
return dto;
}
/// <inheritdoc />
public async Task CascadeRemoveDiagramAsync(int sourceCustomItemTemplateId)
{
// Null out on the library item published from this template
var libraryItem = await _unitOfWork.FormulaLibrary.FirstOrDefaultAsync(
f => f.SourceCustomItemTemplateId == sourceCustomItemTemplateId);
if (libraryItem != null && libraryItem.DiagramImagePath != null)
{
libraryItem.DiagramImagePath = null;
libraryItem.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.FormulaLibrary.UpdateAsync(libraryItem);
// Null out on all imported copies
var imports = await _unitOfWork.FormulaLibraryImports.FindAsync(
i => i.FormulaLibraryItemId == libraryItem.Id && !i.IsDeleted);
foreach (var imp in imports)
{
var copy = await _unitOfWork.CustomItemTemplates.GetByIdAsync(
imp.ResultingCustomItemTemplateId);
if (copy != null && copy.DiagramImagePath != null)
{
copy.DiagramImagePath = null;
await _unitOfWork.CompleteAsync();
}
}
}
}
// ── Helpers ───────────────────────────────────────────────────────────
/// <summary>
/// A template is shareable if it was created fresh (no source library item) or
/// if it was imported but then modified by the company.
/// </summary>
private static bool CanShare(CustomItemTemplate t) =>
t.SourceFormulaLibraryItemId == null || t.IsModifiedFromSource;
private static void CopyFromTemplate(
FormulaLibraryItem dest, CustomItemTemplate src, string companyName, ShareFormulaRequest req)
{
dest.Name = src.Name;
dest.Description = src.Description;
dest.OutputMode = src.OutputMode;
dest.FieldsJson = src.FieldsJson;
dest.Formula = src.Formula;
dest.DefaultRate = src.DefaultRate;
dest.RateLabel = src.RateLabel;
dest.Notes = src.Notes;
dest.DiagramImagePath = src.DiagramImagePath;
dest.SourceCompanyName = companyName;
dest.Tags = req.Tags?.Trim();
dest.IndustryHint = req.IndustryHint?.Trim();
}
}