Commit Graph

8 Commits

Author SHA1 Message Date
spouliot 82fb48f7a5 Patch export/import for missing fields; add CustomerContacts export
- DataExportController + AccountDataExportController: add ProjectName to
  Jobs, Quotes, Invoices (XLSX + CSV); add LeadSource + ShipTo fields to
  Customers (XLSX + CSV); add CustomerContacts sheet/CSV (new)
- Both export views: add Customer Contacts checkbox (checked by default)
- CustomerImportDto: add LeadSource + ShipTo* fields
- JobImportDto: add ProjectName
- QuoteImportDto: add ProjectName
- InvoiceImportDto: add Project Name (dual-name alias for round-trip)
- CsvImportService: wire all new import fields to entity creation;
  also patch invoice update path for ProjectName
- Add scripts/purge_imported_data.sql (dry-run T-SQL for data cleanup)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 15:14:27 -04:00
spouliot 3cee1307fc Fix customer import: normalize blank email to null, not empty string
The UNIQUE index on (CompanyId, Email) uses HasFilter([Email] IS NOT NULL),
so NULL allows multiple rows but empty string '' does not — every blank-email
customer after the first was hitting a duplicate-key violation at save time.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 13:21:56 -04:00
spouliot be89327c01 Fix customer import dedup: use composite keys, not exclusive tiers
New logic:
  Tier 1 - email present: email match -> skip (unchanged)
  Tier 2 - email absent + phone present: name + phone composite -> skip
  Tier 3 - email and phone absent: name + city/state/zip composite -> warn, import anyway

Tier 2 requires BOTH name and phone to match so two people sharing an
office line don't falsely collide. Tier 3 warns but imports because
location data is too imprecise to hard-skip on.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 13:02:10 -04:00
spouliot 8f955851e5 Improve customer import duplicate detection to 3-tier strategy
Tier 1 (email): existing behavior, now uses HashSet instead of O(n²) .Any()
Tier 2 (phone): when email is absent, deduplicate by normalised phone number
  (last 10 digits of MobilePhone then Phone) against both DB and within-batch
Tier 3 (name): when both email and phone are absent, warn but still import

Fixes customers with no email being silently skipped or left undetected as
duplicates. NormalizePhone strips formatting so (423) 331-9834 and
423-331-9834 match correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 12:48:40 -04:00
spouliot 91a176ce5c Add Description field to job CSV import template
JobImportDto was missing Description despite Job entity having the field.
Downloadable template now includes a Description column; the importer maps
it directly to Job.Description with a fallback chain of Description ->
SpecialInstructions -> "Imported job".

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 23:41:58 -04:00
spouliot a7ad0e1de8 Add Custom Powder Order line item and fix CSV import FinalPrice crash
Custom powder/incoming powder material cost now flows into a separate
auto-generated 'Custom Powder Order' line item instead of rolling into
individual item prices, so users can add shipping charges before the
customer sees the total. A dashed yellow preview card in the wizard
shows the material cost and lets users edit the total (including shipping)
before saving. After first save the price is user-owned.

Also fixes a fatal CSV import crash when FinalPrice contains a non-numeric
value (e.g. 'false' from a spreadsheet formula): the job CSV importer now
streams rows one at a time with a lenient decimal converter, treating bad
values as $0 with a per-row warning instead of aborting the entire import.

Updated HelpKnowledgeBase.cs and Help articles (Jobs, Quotes) with
Custom Powder Order behavior and a new Data Import / Export section.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 23:37:46 -04:00
spouliot 1a44133a63 Remove ShopWorker entity and migrate worker identity to ApplicationUser
Removes the ShopWorker and ShopWorkerRoleCost entities, all related DTOs,
mappings, controllers, views, and import/export paths. Worker identity is
now handled entirely through ApplicationUser with per-user LaborCostPerHour.
ShopWorkerRoleCosts table remains in production pending manual data migration.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 20:32:32 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00