Add Formula Library ratings, Job Profitability report, and Quote Revision History improvements

- Formula Library ratings: thumbs up/down per company per formula; toggle on/off; sorts by net score; own formulas not rateable; FormulaLibraryRating entity + migration AddFormulaLibraryRatings - Job Profitability report: actual labor cost (logged hours x StandardLaborRate) vs powder cost vs billed price per job; gross margin % color-coded; time-tracked-only filter; totals footer - Quote Revision History: track Total price changes on every save; log Sent/Resent events with recipient email; replace flat table with grouped timeline UI (icons per event type, total-change badge on header) - Setup Wizard: cap CompletedCount at TotalSteps so old 10-step data no longer shows 10/5 - Formula Library card: fix badge overflow on long titles; add Rate: label to make voting buttons discoverable - Help docs and AI knowledge base updated for all three features Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 09:02:07 -04:00
parent 81119035c7
commit ed35362c7a
24 changed files with 12273 additions and 75 deletions
@@ -295,6 +295,9 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
    /// <summary>Per-company record of which community library formulas a company has imported.</summary>
    public DbSet<FormulaLibraryImport> FormulaLibraryImports { get; set; }

+    /// <summary>Per-company thumbs-up / thumbs-down vote on community library formulas.</summary>
+    public DbSet<FormulaLibraryRating> FormulaLibraryRatings { 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>
@@ -2116,6 +2119,18 @@ modelBuilder.Entity<Job>()
            .IsUnique()
            .HasDatabaseName("IX_FormulaLibraryImports_Company_Item");

+        // FormulaLibraryRating — platform-level; one vote per company per formula
+        modelBuilder.Entity<FormulaLibraryRating>()
+            .HasOne(r => r.FormulaLibraryItem)
+            .WithMany()
+            .HasForeignKey(r => r.FormulaLibraryItemId)
+            .OnDelete(DeleteBehavior.Cascade);
+
+        modelBuilder.Entity<FormulaLibraryRating>()
+            .HasIndex(r => new { r.FormulaLibraryItemId, r.CompanyId })
+            .IsUnique()
+            .HasDatabaseName("IX_FormulaLibraryRatings_Item_Company");
+
        // CustomItemTemplate → FormulaLibraryItem (nullable; only set on imported templates)
        modelBuilder.Entity<CustomItemTemplate>()
            .HasOne(t => t.SourceFormulaLibraryItem)
@@ -0,0 +1,92 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddFormulaLibraryRatings : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.CreateTable(
+                name: "FormulaLibraryRatings",
+                columns: table => new
+                {
+                    Id = table.Column<int>(type: "int", nullable: false)
+                        .Annotation("SqlServer:Identity", "1, 1"),
+                    FormulaLibraryItemId = table.Column<int>(type: "int", nullable: false),
+                    CompanyId = table.Column<int>(type: "int", nullable: false),
+                    IsPositive = table.Column<bool>(type: "bit", nullable: false),
+                    RatedAt = table.Column<DateTime>(type: "datetime2", nullable: false)
+                },
+                constraints: table =>
+                {
+                    table.PrimaryKey("PK_FormulaLibraryRatings", x => x.Id);
+                    table.ForeignKey(
+                        name: "FK_FormulaLibraryRatings_FormulaLibraryItems_FormulaLibraryItemId",
+                        column: x => x.FormulaLibraryItemId,
+                        principalTable: "FormulaLibraryItems",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Cascade);
+                });
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382));
+
+            migrationBuilder.CreateIndex(
+                name: "IX_FormulaLibraryRatings_Item_Company",
+                table: "FormulaLibraryRatings",
+                columns: new[] { "FormulaLibraryItemId", "CompanyId" },
+                unique: true);
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropTable(
+                name: "FormulaLibraryRatings");
+
+            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));
+        }
+    }
+}
@@ -3593,6 +3593,35 @@ namespace PowderCoating.Infrastructure.Migrations
                    b.ToTable("FormulaLibraryItems");
                });

+            modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryRating", b =>
+                {
+                    b.Property<int>("Id")
+                        .ValueGeneratedOnAdd()
+                        .HasColumnType("int");
+
+                    SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
+
+                    b.Property<int>("CompanyId")
+                        .HasColumnType("int");
+
+                    b.Property<int>("FormulaLibraryItemId")
+                        .HasColumnType("int");
+
+                    b.Property<bool>("IsPositive")
+                        .HasColumnType("bit");
+
+                    b.Property<DateTime>("RatedAt")
+                        .HasColumnType("datetime2");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("FormulaLibraryItemId", "CompanyId")
+                        .IsUnique()
+                        .HasDatabaseName("IX_FormulaLibraryRatings_Item_Company");
+
+                    b.ToTable("FormulaLibraryRatings");
+                });
+
            modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
                {
                    b.Property<int>("Id")
@@ -7024,7 +7053,7 @@ namespace PowderCoating.Infrastructure.Migrations
                        {
                            Id = 1,
                            CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3849),
+                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377),
                            Description = "Standard pricing for regular customers",
                            DiscountPercent = 0m,
                            IsActive = true,
@@ -7035,7 +7064,7 @@ namespace PowderCoating.Infrastructure.Migrations
                        {
                            Id = 2,
                            CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3855),
+                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381),
                            Description = "5% discount for preferred customers",
                            DiscountPercent = 5m,
                            IsActive = true,
@@ -7046,7 +7075,7 @@ namespace PowderCoating.Infrastructure.Migrations
                        {
                            Id = 3,
                            CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3856),
+                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382),
                            Description = "10% discount for premium customers",
                            DiscountPercent = 10m,
                            IsActive = true,
@@ -9614,6 +9643,17 @@ namespace PowderCoating.Infrastructure.Migrations
                    b.Navigation("InspiredBy");
                });

+            modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryRating", b =>
+                {
+                    b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "FormulaLibraryItem")
+                        .WithMany()
+                        .HasForeignKey("FormulaLibraryItemId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.Navigation("FormulaLibraryItem");
+                });
+
            modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
                {
                    b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "IssuedBy")
@@ -133,6 +133,7 @@ public class UnitOfWork : IUnitOfWork
    // Formula Community Library
    private IPlainRepository<FormulaLibraryItem>? _formulaLibrary;
    private IRepository<FormulaLibraryImport>? _formulaLibraryImports;
+    private IPlainRepository<FormulaLibraryRating>? _formulaLibraryRatings;

    // Purchase Orders
    private IPurchaseOrderRepository? _purchaseOrders;
@@ -488,6 +489,10 @@ public class UnitOfWork : IUnitOfWork
    public IRepository<FormulaLibraryImport> FormulaLibraryImports =>
        _formulaLibraryImports ??= new Repository<FormulaLibraryImport>(_context);

+    /// <summary>Repository for <see cref="FormulaLibraryRating"/> per-company thumbs votes; platform-level, no tenant filter.</summary>
+    public IPlainRepository<FormulaLibraryRating> FormulaLibraryRatings =>
+        _formulaLibraryRatings ??= new PlainRepository<FormulaLibraryRating>(_context);
+
    // Job Templates
    /// <summary>Repository for <see cref="JobTemplate"/> reusable job blueprints; tenant-filtered with soft delete.</summary>
    public IJobTemplateRepository JobTemplates =>
@@ -75,14 +75,36 @@ public class FormulaLibraryService : IFormulaLibraryService
            imp => imp.CompanyId == companyId && !imp.IsDeleted);
        var importedIds = imports.Select(imp => imp.FormulaLibraryItemId).ToHashSet();

+        // Load all ratings in one query for this page of items
+        var allItemIds = itemList.Select(i => i.Id).ToHashSet();
+        var allRatings = await _unitOfWork.FormulaLibraryRatings.FindAsync(
+            r => allItemIds.Contains(r.FormulaLibraryItemId));
+
+        // Group counts and find the current company's vote per item
+        var ratingsByItem = allRatings
+            .GroupBy(r => r.FormulaLibraryItemId)
+            .ToDictionary(g => g.Key, g => g.ToList());
+
        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;
+
+            if (ratingsByItem.TryGetValue(dtos[i].Id, out var ratings))
+            {
+                dtos[i].ThumbsUp   = ratings.Count(r => r.IsPositive);
+                dtos[i].ThumbsDown = ratings.Count(r => !r.IsPositive);
+                var myRating = ratings.FirstOrDefault(r => r.CompanyId == companyId);
+                dtos[i].MyVote = myRating?.IsPositive;
+            }
        }

-        return dtos.OrderByDescending(d => d.ImportCount).ThenBy(d => d.Name);
+        // Sort: thumbs-up score descending, then import count, then name
+        return dtos
+            .OrderByDescending(d => d.ThumbsUp - d.ThumbsDown)
+            .ThenByDescending(d => d.ImportCount)
+            .ThenBy(d => d.Name);
    }

    /// <inheritdoc />
@@ -280,6 +302,58 @@ public class FormulaLibraryService : IFormulaLibraryService
        }
    }

+    /// <inheritdoc />
+    public async Task<(int ThumbsUp, int ThumbsDown, bool? MyVote)> RateAsync(
+        int libraryItemId, int companyId, bool isPositive)
+    {
+        var item = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
+        if (item == null || !item.IsPublished)
+            throw new InvalidOperationException("Library entry not found.");
+
+        // Companies cannot rate their own formula
+        if (item.SourceCompanyId == companyId)
+            throw new InvalidOperationException("You cannot rate your own formula.");
+
+        var existing = await _unitOfWork.FormulaLibraryRatings.FirstOrDefaultAsync(
+            r => r.FormulaLibraryItemId == libraryItemId && r.CompanyId == companyId);
+
+        bool? myVote;
+        if (existing != null && existing.IsPositive == isPositive)
+        {
+            // Same vote again — toggle off
+            await _unitOfWork.FormulaLibraryRatings.DeleteAsync(existing);
+            myVote = null;
+        }
+        else if (existing != null)
+        {
+            // Opposite vote — flip it
+            existing.IsPositive = isPositive;
+            existing.RatedAt = DateTime.UtcNow;
+            await _unitOfWork.FormulaLibraryRatings.UpdateAsync(existing);
+            myVote = isPositive;
+        }
+        else
+        {
+            // New vote
+            await _unitOfWork.FormulaLibraryRatings.AddAsync(new FormulaLibraryRating
+            {
+                FormulaLibraryItemId = libraryItemId,
+                CompanyId = companyId,
+                IsPositive = isPositive,
+                RatedAt = DateTime.UtcNow,
+            });
+            myVote = isPositive;
+        }
+
+        await _unitOfWork.CompleteAsync();
+
+        // Return fresh counts
+        var allRatings = await _unitOfWork.FormulaLibraryRatings.FindAsync(
+            r => r.FormulaLibraryItemId == libraryItemId);
+        var list = allRatings.ToList();
+        return (list.Count(r => r.IsPositive), list.Count(r => !r.IsPositive), myVote);
+    }
+
    // ── Helpers ───────────────────────────────────────────────────────────

    /// <summary>