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

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>

src/PowderCoating.Web/Controllers/InvoicesController.cs

@@ -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
+    /// statusGroup pills (unpaid/partial/paid/all) plus legacy flag combinations (overdue/outstanding/thisMonth)
-    /// database receives a single targeted predicate — no full-table load then in-memory LINQ.
+    /// 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)

src/PowderCoating.Web/Views/Invoices/Index.cshtml

@@ -11,8 +11,13 @@
     ViewData["PageHelpContent"] = "Invoices are created from completed jobs and sent to the customer for payment. Lifecycle: Draft (editable) → Sent (locked, awaiting payment) → Partially Paid / Paid. Overdue = past due date with a balance still owed. Outstanding shows the total A/R balance across all unpaid invoices currently on screen. Use Void to cancel without deleting history.";
     var searchTerm = ViewBag.SearchTerm as string;
     var statusFilter = ViewBag.StatusFilter as InvoiceStatus?;
+    var statusGroup  = ViewBag.StatusGroup as string;
     var outstandingOnly = (bool)(ViewBag.OutstandingOnly ?? false);
     var thisMonthOnly   = (bool)(ViewBag.ThisMonthOnly   ?? false);
+    var unpaidCount  = (int)(ViewBag.UnpaidCount  ?? 0);
+    var partialCount = (int)(ViewBag.PartialCount ?? 0);
+    var paidCount    = (int)(ViewBag.PaidCount    ?? 0);
+    var allCount     = (int)(ViewBag.AllCount     ?? 0);
 }
 
 @{
@@ -52,52 +57,77 @@
 
 <div class="card border-0 shadow-sm">
     <div class="card-header border-0 py-3">
-        <div class="d-flex flex-column flex-lg-row justify-content-between align-items-start align-items-lg-center gap-3">
+        <div class="d-flex flex-column gap-2">
-            <form asp-action="Index" method="get" class="d-flex flex-nowrap gap-2 align-items-center">
+            <!-- Row 1: search + dropdown + actions -->
-                <input type="hidden" name="sortColumn" value="@ViewBag.SortColumn" />
+            <div class="d-flex flex-wrap gap-2 justify-content-between align-items-center">
-                <input type="hidden" name="sortDirection" value="@ViewBag.SortDirection" />
+                <form asp-action="Index" method="get" class="d-flex flex-nowrap gap-2 align-items-center flex-grow-1" style="max-width:560px;">
-                <input type="hidden" name="pageSize" value="@Model.PageSize" />
+                    <input type="hidden" name="sortColumn" value="@ViewBag.SortColumn" />
-                @if (outstandingOnly) { <input type="hidden" name="outstandingOnly" value="true" /> }
+                    <input type="hidden" name="sortDirection" value="@ViewBag.SortDirection" />
-                @if (thisMonthOnly)   { <input type="hidden" name="thisMonthOnly"   value="true" /> }
+                    <input type="hidden" name="pageSize" value="@Model.PageSize" />
-                <div class="input-group" style="max-width:280px; min-width:180px;">
+                    @if (outstandingOnly) { <input type="hidden" name="outstandingOnly" value="true" /> }
-                    <span class="input-group-text border-end-0"><i class="bi bi-search text-muted"></i></span>
+                    @if (thisMonthOnly)   { <input type="hidden" name="thisMonthOnly"   value="true" /> }
-                    <input type="text" name="searchTerm" class="form-control border-start-0"
+                    <div class="input-group" style="min-width:180px;">
-                           placeholder="Search invoices..." value="@searchTerm">
+                        <span class="input-group-text border-end-0"><i class="bi bi-search text-muted"></i></span>
-                </div>
+                        <input type="text" name="searchTerm" class="form-control border-start-0"
-                <select class="form-select" name="statusFilter" style="width:auto;">
+                               placeholder="Search invoices&hellip;" value="@searchTerm">
-                    <option value="">All Statuses</option>
+                    </div>
-                    @foreach (InvoiceStatus s in Enum.GetValues(typeof(InvoiceStatus)))
+                    <select class="form-select" name="statusFilter" style="width:auto;" onchange="this.form.submit()">
+                        <option value="">All Statuses</option>
+                        @foreach (InvoiceStatus s in Enum.GetValues(typeof(InvoiceStatus)))
+                        {
+                            <option value="@((int)s)" selected="@(statusFilter == s)">@InvoicesController.GetStatusDisplay(s)</option>
+                        }
+                    </select>
+                    <button type="submit" class="btn btn-primary"><i class="bi bi-search"></i></button>
+                    @if (!string.IsNullOrEmpty(searchTerm) || statusFilter.HasValue || outstandingOnly || thisMonthOnly || !string.IsNullOrEmpty(statusGroup))
                     {
-                        <option value="@((int)s)" selected="@(statusFilter == s)">@InvoicesController.GetStatusDisplay(s)</option>
+                        <a asp-action="Index" asp-route-statusGroup="unpaid" class="btn btn-outline-secondary text-nowrap"><i class="bi bi-x-lg"></i></a>
                     }
-                </select>
+                </form>
-                <button type="submit" class="btn btn-primary"><i class="bi bi-search"></i></button>
+                <a asp-action="Create" class="btn btn-primary text-nowrap">
-                @if (!string.IsNullOrEmpty(searchTerm) || statusFilter.HasValue || outstandingOnly || thisMonthOnly)
+                    <i class="bi bi-plus-circle me-2"></i>New Invoice
-                {
+                </a>
-                    <a asp-action="Index" class="btn btn-outline-secondary">Clear</a>
+            </div>
-                }
+            <!-- Row 2: status-group pills -->
-                @if (outstandingOnly)
+            <div class="pcl-pill-group">
-                {
+                <a href="@Url.Action("Index", new { statusGroup = "all" })" class="pcl-pill @(statusGroup == "all" ? "active" : "")">
+                    All <span class="pcl-pill-count">@allCount</span>
+                </a>
+                <a href="@Url.Action("Index", new { statusGroup = "unpaid" })" class="pcl-pill @(statusGroup == "unpaid" ? "active" : "")">
+                    Unpaid <span class="pcl-pill-count">@unpaidCount</span>
+                </a>
+                <a href="@Url.Action("Index", new { statusGroup = "partial" })" class="pcl-pill @(statusGroup == "partial" ? "active" : "")">
+                    Partial <span class="pcl-pill-count">@partialCount</span>
+                </a>
+                <a href="@Url.Action("Index", new { statusGroup = "paid" })" class="pcl-pill @(statusGroup == "paid" ? "active" : "")">
+                    Paid <span class="pcl-pill-count">@paidCount</span>
+                </a>
+            </div>
+            <!-- Legacy filter badges (outstanding A/R, this-month) -->
+            @if (outstandingOnly)
+            {
+                <div>
                     <span class="badge bg-info text-dark fs-6 fw-normal">
                         <i class="bi bi-funnel-fill me-1"></i>Outstanding A/R
                     </span>
-                }
+                </div>
-                @if (thisMonthOnly && statusFilter == InvoiceStatus.Paid)
+            }
-                {
+            @if (thisMonthOnly && statusFilter == InvoiceStatus.Paid)
+            {
+                <div>
                     <span class="badge bg-success fs-6 fw-normal">
                         <i class="bi bi-funnel-fill me-1"></i>Paid &mdash; @DateTime.Now.ToString("MMMM yyyy")
                     </span>
-                }
+                </div>
-                else if (thisMonthOnly)
+            }
-                {
+            else if (thisMonthOnly)
+            {
+                <div>
                     <span class="badge bg-info text-dark fs-6 fw-normal">
                         <i class="bi bi-funnel-fill me-1"></i>@DateTime.Now.ToString("MMMM yyyy")
                     </span>
-                }
+                </div>
-            </form>
+            }
-            <a asp-action="Create" class="btn btn-primary text-nowrap">
-                <i class="bi bi-plus-circle me-2"></i>New Invoice
-            </a>
         </div>
     </div>
     <div class="card-body p-0">