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Add status-group pills to Invoices list, default to Unpaid

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Bare /Invoices now redirects to statusGroup=unpaid (Draft, Sent, Overdue)
so the list is immediately actionable. Four pills — All, Unpaid, Partial,
Paid — mirror the Jobs page pattern with live badge counts. The existing
status dropdown and outstanding/thisMonth flags are preserved for
dashboard deep-links.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-06-16 16:42:43 -04:00
parent 4f039b8281
commit eb8fc8b6d0
2 changed files with 93 additions and 38 deletions
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src/PowderCoating.Web/Controllers/InvoicesController.cs
+28 -3
View File
@@ -82,14 +82,15 @@ public class InvoicesController : Controller
// -----------------------------------------------------------------------
/// <summary>
/// Displays the paginated invoice list with multi-mode filtering. The filter cascade handles
/// nine combinations of overdue/outstanding/thisMonth flags with status and search term so the
/// database receives a single targeted predicate — no full-table load then in-memory LINQ.
/// statusGroup pills (unpaid/partial/paid/all) plus legacy flag combinations (overdue/outstanding/thisMonth)
/// so the database receives a single targeted predicate — no full-table load then in-memory LINQ.
/// Balance-due sort is computed in the ORDER BY expression rather than a stored column because
/// balance = Total − AmountPaid − CreditApplied − GiftCertificateRedeemed changes on every payment.
/// </summary>
public async Task<IActionResult> Index(
string? searchTerm,
InvoiceStatus? statusFilter,
string? statusGroup,
string? sortColumn,
string sortDirection = "desc",
bool outstandingOnly = false,
@@ -100,6 +101,11 @@ public class InvoicesController : Controller
{
try
{
// Default landing: show unpaid invoices so the list is immediately actionable.
if (string.IsNullOrEmpty(statusGroup) && !statusFilter.HasValue &&
string.IsNullOrEmpty(searchTerm) && !outstandingOnly && !thisMonthOnly && !overdueOnly)
return RedirectToAction("Index", new { statusGroup = "unpaid" });
var today = DateTime.Today;
var startOfMonth = new DateTime(today.Year, today.Month, 1);
var endOfMonth = startOfMonth.AddMonths(1);
@@ -116,7 +122,18 @@ public class InvoicesController : Controller
System.Linq.Expressions.Expression<Func<Invoice, bool>>? filter = null;
if (overdueOnly)
// Status-group pills take priority over the dropdown and legacy flags.
if (!string.IsNullOrEmpty(statusGroup))
{
filter = statusGroup switch
{
"unpaid" => i => i.Status == InvoiceStatus.Draft || i.Status == InvoiceStatus.Sent || i.Status == InvoiceStatus.Overdue,
"partial" => i => i.Status == InvoiceStatus.PartiallyPaid,
"paid" => i => i.Status == InvoiceStatus.Paid,
_ => null // "all" — no predicate
};
}
else if (overdueOnly)
{
filter = i => (i.Status == InvoiceStatus.Sent || i.Status == InvoiceStatus.PartiallyPaid || i.Status == InvoiceStatus.Overdue)
&& i.DueDate.HasValue && i.DueDate.Value < today;
@@ -215,12 +232,20 @@ public class InvoicesController : Controller
ViewBag.SearchTerm = searchTerm;
ViewBag.StatusFilter = statusFilter;
ViewBag.StatusGroup = statusGroup;
ViewBag.OutstandingOnly = outstandingOnly;
ViewBag.ThisMonthOnly = thisMonthOnly;
ViewBag.OverdueOnly = overdueOnly;
ViewBag.SortColumn = gridRequest.SortColumn;
ViewBag.SortDirection = gridRequest.SortDirection;
// Pill badge counts — always global (not scoped to current filter/page)
ViewBag.UnpaidCount = await _unitOfWork.Invoices.CountAsync(i =>
i.Status == InvoiceStatus.Draft || i.Status == InvoiceStatus.Sent || i.Status == InvoiceStatus.Overdue);
ViewBag.PartialCount = await _unitOfWork.Invoices.CountAsync(i => i.Status == InvoiceStatus.PartiallyPaid);
ViewBag.PaidCount = await _unitOfWork.Invoices.CountAsync(i => i.Status == InvoiceStatus.Paid);
ViewBag.AllCount = await _unitOfWork.Invoices.CountAsync();
return View(pagedResult);
}
catch (Exception ex)