Add CRM features: Outstanding Pickups, Customer Notes, Clone Job, Preferred Powders

- Outstanding Pickups card on Customer Details shows jobs awaiting pickup with age badges
- Customer Notes log: inline add/delete notes with important flag, AJAX-backed
- Clone Job action on Jobs controller; Repeat Last Job button on Customer Details quick actions
- Preferred Powders per customer: typeahead inventory search, AJAX add/remove
- CustomerPreferredPowder entity + migration; unit tests for CRM stats/timeline logic
- Fix EF Core concurrency bug: parallel Task.WhenAll FindAsync replaced with sequential awaits

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

src/PowderCoating.Application/DTOs/Customer/CustomerCrmDtos.cs

@@ -0,0 +1,35 @@
+namespace PowderCoating.Application.DTOs.Customer;
+
+/// <summary>A single entry in the customer activity timeline feed on the Details page.</summary>
+public class CustomerTimelineEventDto
+{
+    public DateTime Date { get; set; }
+    public string Icon { get; set; } = string.Empty;
+    public string BadgeColor { get; set; } = string.Empty;
+    public string Title { get; set; } = string.Empty;
+    public string? Subtitle { get; set; }
+    public decimal? Amount { get; set; }
+    public int? EntityId { get; set; }
+    public string? LinkController { get; set; }
+    public string? LinkAction { get; set; }
+}
+
+/// <summary>Aggregate lifetime metrics displayed in the CRM stats card on Customer Details.</summary>
+public class CustomerLifetimeStatsDto
+{
+    public int TotalJobs { get; set; }
+    public int ActiveJobs { get; set; }
+    /// <summary>Sum of Total on non-voided invoices.</summary>
+    public decimal TotalRevenue { get; set; }
+    /// <summary>Sum of AmountPaid on non-voided invoices.</summary>
+    public decimal TotalCollected { get; set; }
+    /// <summary>Mean FinalPrice across all jobs for this customer.</summary>
+    public decimal AverageJobValue { get; set; }
+    public DateTime? LastJobDate { get; set; }
+    public int? DaysSinceLastJob { get; set; }
+    public int TotalQuotes { get; set; }
+    public int TotalInvoices { get; set; }
+    public decimal OpenBalance { get; set; }
+    /// <summary>Id of the most recent job — used by the "Repeat Last Job" button on Customer Details.</summary>
+    public int? LastJobId { get; set; }
+}

src/PowderCoating.Core/Entities/SupportingEntities.cs

@@ -152,6 +152,20 @@ public class CustomerNote : BaseEntity
     public virtual Customer Customer { get; set; } = null!;
 }
 
+/// <summary>
+/// Records an inventory item as a preferred powder for a specific customer.
+/// Shown on Customer Details for faster quoting of repeat orders.
+/// </summary>
+public class CustomerPreferredPowder : BaseEntity
+{
+    public int CustomerId { get; set; }
+    public int InventoryItemId { get; set; }
+    public string? Notes { get; set; }
+
+    public virtual Customer Customer { get; set; } = null!;
+    public virtual InventoryItem InventoryItem { get; set; } = null!;
+}
+
 public class JobStatusHistory : BaseEntity
 {
     public int JobId { get; set; }

src/PowderCoating.Core/Interfaces/IUnitOfWork.cs

@@ -43,6 +43,7 @@ public interface IUnitOfWork : IDisposable
     IJobPhotoRepository JobPhotos { get; }
     IRepository<JobNote> JobNotes { get; }
     IRepository<CustomerNote> CustomerNotes { get; }
+    IRepository<CustomerPreferredPowder> CustomerPreferredPowders { get; }
     IRepository<JobStatusHistory> JobStatusHistory { get; }
     IRepository<PricingTier> PricingTiers { get; }
 

src/PowderCoating.Infrastructure/Data/ApplicationDbContext.cs

@@ -230,6 +230,8 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
     public DbSet<JobNote> JobNotes { get; set; }
     /// <summary>Free-text notes added to a customer record by staff; tenant-filtered with soft delete.</summary>
     public DbSet<CustomerNote> CustomerNotes { get; set; }
+    /// <summary>Inventory items marked as frequently used for a customer; shown on Customer Details for faster quoting.</summary>
+    public DbSet<CustomerPreferredPowder> CustomerPreferredPowders { get; set; }
     /// <summary>Audit trail of every status transition on a job, referencing the lookup-table statuses.</summary>
     public DbSet<JobStatusHistory> JobStatusHistory { get; set; }
     /// <summary>Customer pricing tiers (Standard, Preferred, Premium); tenant-filtered with soft delete.</summary>
@@ -551,6 +553,8 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
         modelBuilder.Entity<CustomerNote>().HasQueryFilter(e =>
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
+        modelBuilder.Entity<CustomerPreferredPowder>().HasQueryFilter(e =>
+            !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
         modelBuilder.Entity<JobStatusHistory>().HasQueryFilter(e =>
             !e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
 modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
@@ -1719,6 +1723,23 @@ modelBuilder.Entity<Job>()
             .HasIndex(cn => new { cn.CustomerId, cn.CreatedAt })
             .HasDatabaseName("IX_CustomerNotes_CustomerId_CreatedAt");
 
+        modelBuilder.Entity<CustomerPreferredPowder>()
+            .HasIndex(p => new { p.CustomerId, p.InventoryItemId })
+            .IsUnique()
+            .HasDatabaseName("IX_CustomerPreferredPowders_CustomerId_InventoryItemId");
+
+        modelBuilder.Entity<CustomerPreferredPowder>()
+            .HasOne(p => p.Customer)
+            .WithMany()
+            .HasForeignKey(p => p.CustomerId)
+            .OnDelete(DeleteBehavior.Cascade);
+
+        modelBuilder.Entity<CustomerPreferredPowder>()
+            .HasOne(p => p.InventoryItem)
+            .WithMany()
+            .HasForeignKey(p => p.InventoryItemId)
+            .OnDelete(DeleteBehavior.Restrict);
+
         // ===================================================================
         // END PERFORMANCE OPTIMIZATION INDEXES
         // ===================================================================

src/PowderCoating.Infrastructure/Migrations/20260609234245_AddCustomerPreferredPowders.cs

@@ -0,0 +1,110 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddCustomerPreferredPowders : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.CreateTable(
+                name: "CustomerPreferredPowders",
+                columns: table => new
+                {
+                    Id = table.Column<int>(type: "int", nullable: false)
+                        .Annotation("SqlServer:Identity", "1, 1"),
+                    CustomerId = table.Column<int>(type: "int", nullable: false),
+                    InventoryItemId = table.Column<int>(type: "int", nullable: false),
+                    Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
+                    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_CustomerPreferredPowders", x => x.Id);
+                    table.ForeignKey(
+                        name: "FK_CustomerPreferredPowders_Customers_CustomerId",
+                        column: x => x.CustomerId,
+                        principalTable: "Customers",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Cascade);
+                    table.ForeignKey(
+                        name: "FK_CustomerPreferredPowders_InventoryItems_InventoryItemId",
+                        column: x => x.InventoryItemId,
+                        principalTable: "InventoryItems",
+                        principalColumn: "Id",
+                        onDelete: ReferentialAction.Restrict);
+                });
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954));
+
+            migrationBuilder.CreateIndex(
+                name: "IX_CustomerPreferredPowders_CustomerId_InventoryItemId",
+                table: "CustomerPreferredPowders",
+                columns: new[] { "CustomerId", "InventoryItemId" },
+                unique: true);
+
+            migrationBuilder.CreateIndex(
+                name: "IX_CustomerPreferredPowders_InventoryItemId",
+                table: "CustomerPreferredPowders",
+                column: "InventoryItemId");
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropTable(
+                name: "CustomerPreferredPowders");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -2944,6 +2944,58 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.ToTable("CustomerNotes");
                 });
 
+            modelBuilder.Entity("PowderCoating.Core.Entities.CustomerPreferredPowder", 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<int>("CustomerId")
+                        .HasColumnType("int");
+
+                    b.Property<DateTime?>("DeletedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("DeletedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<int>("InventoryItemId")
+                        .HasColumnType("int");
+
+                    b.Property<bool>("IsDeleted")
+                        .HasColumnType("bit");
+
+                    b.Property<string>("Notes")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.Property<DateTime?>("UpdatedAt")
+                        .HasColumnType("datetime2");
+
+                    b.Property<string>("UpdatedBy")
+                        .HasColumnType("nvarchar(max)");
+
+                    b.HasKey("Id");
+
+                    b.HasIndex("InventoryItemId");
+
+                    b.HasIndex("CustomerId", "InventoryItemId")
+                        .IsUnique()
+                        .HasDatabaseName("IX_CustomerPreferredPowders_CustomerId_InventoryItemId");
+
+                    b.ToTable("CustomerPreferredPowders");
+                });
+
             modelBuilder.Entity("PowderCoating.Core.Entities.DashboardTip", b =>
                 {
                     b.Property<int>("Id")
@@ -7059,7 +7111,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 1,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471),
+                            CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9947),
                             Description = "Standard pricing for regular customers",
                             DiscountPercent = 0m,
                             IsActive = true,
@@ -7070,7 +7122,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 2,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477),
+                            CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9953),
                             Description = "5% discount for preferred customers",
                             DiscountPercent = 5m,
                             IsActive = true,
@@ -7081,7 +7133,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 3,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478),
+                            CreatedAt = new DateTime(2026, 6, 9, 23, 42, 41, 419, DateTimeKind.Utc).AddTicks(9954),
                             Description = "10% discount for premium customers",
                             DiscountPercent = 10m,
                             IsActive = true,
@@ -9494,6 +9546,25 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Navigation("Customer");
                 });
 
+            modelBuilder.Entity("PowderCoating.Core.Entities.CustomerPreferredPowder", b =>
+                {
+                    b.HasOne("PowderCoating.Core.Entities.Customer", "Customer")
+                        .WithMany()
+                        .HasForeignKey("CustomerId")
+                        .OnDelete(DeleteBehavior.Cascade)
+                        .IsRequired();
+
+                    b.HasOne("PowderCoating.Core.Entities.InventoryItem", "InventoryItem")
+                        .WithMany()
+                        .HasForeignKey("InventoryItemId")
+                        .OnDelete(DeleteBehavior.Restrict)
+                        .IsRequired();
+
+                    b.Navigation("Customer");
+
+                    b.Navigation("InventoryItem");
+                });
+
             modelBuilder.Entity("PowderCoating.Core.Entities.Deposit", b =>
                 {
                     b.HasOne("PowderCoating.Core.Entities.Invoice", "AppliedToInvoice")

src/PowderCoating.Infrastructure/Repositories/UnitOfWork.cs

@@ -70,6 +70,7 @@ public class UnitOfWork : IUnitOfWork
     private IJobPhotoRepository? _jobPhotos;
     private IRepository<JobNote>? _jobNotes;
     private IRepository<CustomerNote>? _customerNotes;
+    private IRepository<CustomerPreferredPowder>? _customerPreferredPowders;
     private IRepository<JobStatusHistory>? _jobStatusHistory;
     private IRepository<PricingTier>? _pricingTiers;
 
@@ -321,6 +322,8 @@ public class UnitOfWork : IUnitOfWork
     /// <summary>Repository for <see cref="CustomerNote"/> free-text staff notes on customer records; tenant-filtered with soft delete.</summary>
     public IRepository<CustomerNote> CustomerNotes =>
         _customerNotes ??= new Repository<CustomerNote>(_context);
+    public IRepository<CustomerPreferredPowder> CustomerPreferredPowders =>
+        _customerPreferredPowders ??= new Repository<CustomerPreferredPowder>(_context);
 
     /// <summary>Repository for <see cref="JobStatusHistory"/> status-transition audit records; tenant-filtered with soft delete.</summary>
     public IRepository<JobStatusHistory> JobStatusHistory =>

src/PowderCoating.Web/Controllers/CustomersController.cs

@@ -144,9 +144,11 @@ public class CustomersController : Controller
     }
 
     /// <summary>
-    /// Renders the customer detail page, including the 10 most-recent non-voided credit memos.
-    /// Credit memos are loaded separately (not via eager loading) because the customer entity
-    /// does not navigate to CreditMemo; this keeps the Customer aggregate lean.
+    /// Renders the customer detail page. In addition to basic info and credit memos, runs
+    /// four sequential queries (jobs, quotes, invoices, deposits) to build:
+    /// (1) <see cref="CustomerLifetimeStatsDto"/> — aggregate KPIs for the stats card
+    /// (2) <see cref="CustomerTimelineEventDto"/> list — last 15 events for the activity feed
+    /// Credit memos are loaded separately because the Customer aggregate does not navigate to them.
     /// </summary>
     public async Task<IActionResult> Details(int? id)
     {
@@ -170,6 +172,115 @@ public class CustomersController : Controller
                 .Take(10)
                 .ToList();
 
+            // CRM queries — must be sequential; EF Core's DbContext is not thread-safe
+            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
+            var jobs     = (await _unitOfWork.Jobs.FindAsync(j => j.CustomerId == id.Value && j.CompanyId == companyId, false, j => j.JobStatus)).ToList();
+            var quotes   = (await _unitOfWork.Quotes.FindAsync(q => q.CustomerId == id.Value && q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
+            var invoices = (await _unitOfWork.Invoices.FindAsync(i => i.CustomerId == id.Value && i.CompanyId == companyId)).ToList();
+            var deposits = (await _unitOfWork.Deposits.FindAsync(d => d.CustomerId == id.Value && d.CompanyId == companyId)).ToList();
+
+            var pendingPickups = (await _unitOfWork.Jobs.FindAsync(
+                    j => j.CustomerId == id.Value && j.CompanyId == companyId
+                         && j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup,
+                    false, j => j.JobStatus))
+                .OrderBy(j => j.UpdatedAt)
+                .ToList();
+            ViewBag.PendingPickups = pendingPickups;
+
+            var customerNotes = (await _unitOfWork.CustomerNotes.FindAsync(n => n.CustomerId == id.Value))
+                .OrderByDescending(n => n.CreatedAt)
+                .ToList();
+            ViewBag.CustomerNotes = customerNotes;
+
+            var preferredPowders = (await _unitOfWork.CustomerPreferredPowders.FindAsync(
+                    p => p.CustomerId == id.Value, false, p => p.InventoryItem))
+                .ToList();
+            ViewBag.PreferredPowders = preferredPowders;
+
+            // Stats
+            var nonVoided = invoices.Where(i => i.Status != InvoiceStatus.Voided).ToList();
+            var stats = new CustomerLifetimeStatsDto
+            {
+                TotalJobs       = jobs.Count,
+                ActiveJobs      = jobs.Count(j => j.JobStatus != null && !j.JobStatus.IsTerminalStatus),
+                TotalRevenue    = nonVoided.Sum(i => i.Total),
+                TotalCollected  = nonVoided.Sum(i => i.AmountPaid),
+                AverageJobValue = jobs.Count > 0 ? jobs.Average(j => j.FinalPrice) : 0,
+                LastJobDate     = jobs.Count > 0 ? jobs.Max(j => (DateTime?)j.CreatedAt) : null,
+                LastJobId       = jobs.Count > 0 ? jobs.OrderByDescending(j => j.CreatedAt).First().Id : (int?)null,
+                TotalQuotes     = quotes.Count,
+                TotalInvoices   = invoices.Count,
+                OpenBalance     = customer.CurrentBalance
+            };
+            stats.DaysSinceLastJob = stats.LastJobDate.HasValue
+                ? (int)(DateTime.UtcNow - stats.LastJobDate.Value).TotalDays
+                : null;
+
+            // Timeline: merge all event types, sort descending, cap at 15
+            var events = new List<CustomerTimelineEventDto>();
+
+            foreach (var j in jobs)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = j.CreatedAt,
+                    Icon           = "bi-briefcase",
+                    BadgeColor     = "primary",
+                    Title          = $"Job {j.JobNumber}",
+                    Subtitle       = j.Description,
+                    Amount         = j.FinalPrice > 0 ? j.FinalPrice : null,
+                    EntityId       = j.Id,
+                    LinkController = "Jobs",
+                    LinkAction     = "Details"
+                });
+
+            foreach (var q in quotes)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = q.QuoteDate,
+                    Icon           = "bi-file-text",
+                    BadgeColor     = "info",
+                    Title          = $"Quote {q.QuoteNumber}",
+                    Subtitle       = q.QuoteStatus?.DisplayName,
+                    Amount         = q.Total > 0 ? q.Total : null,
+                    EntityId       = q.Id,
+                    LinkController = "Quotes",
+                    LinkAction     = "Details"
+                });
+
+            foreach (var inv in invoices)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = inv.InvoiceDate,
+                    Icon           = inv.Status == InvoiceStatus.Paid ? "bi-receipt-cutoff" : "bi-receipt",
+                    BadgeColor     = inv.Status == InvoiceStatus.Paid ? "success" : "warning",
+                    Title          = $"Invoice {inv.InvoiceNumber}",
+                    Subtitle       = inv.Status.ToString(),
+                    Amount         = inv.Total,
+                    EntityId       = inv.Id,
+                    LinkController = "Invoices",
+                    LinkAction     = "Details"
+                });
+
+            foreach (var dep in deposits)
+                events.Add(new CustomerTimelineEventDto
+                {
+                    Date           = dep.ReceivedDate,
+                    Icon           = "bi-cash-coin",
+                    BadgeColor     = "success",
+                    Title          = "Deposit received",
+                    Subtitle       = dep.ReceiptNumber,
+                    Amount         = dep.Amount,
+                    EntityId       = dep.JobId,
+                    LinkController = dep.JobId.HasValue ? "Jobs" : null,
+                    LinkAction     = dep.JobId.HasValue ? "Details" : null
+                });
+
+            ViewBag.CrmStats = stats;
+            ViewBag.Timeline = events
+                .OrderByDescending(e => e.Date)
+                .Take(15)
+                .ToList();
+
             var customerDto = _mapper.Map<CustomerDto>(customer);
             return View(customerDto);
         }
@@ -938,6 +1049,166 @@ public class CustomersController : Controller
         return RedirectToAction(nameof(Details), new { id });
     }
 
+    /// <summary>
+    /// Adds a quick internal note to the customer record. Returns the rendered note HTML so
+    /// the caller can prepend it to the notes list without a full page reload.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> AddCustomerNote(int id, string note, bool isImportant = false)
+    {
+        if (string.IsNullOrWhiteSpace(note))
+            return Json(new { success = false, message = "Note cannot be empty." });
+
+        try
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(id);
+            if (customer == null) return Json(new { success = false, message = "Customer not found." });
+
+            var currentUser = await _userManager.GetUserAsync(User);
+            var entity = new PowderCoating.Core.Entities.CustomerNote
+            {
+                CustomerId  = id,
+                Note        = note.Trim(),
+                IsImportant = isImportant,
+                CreatedBy   = currentUser?.Email
+            };
+
+            await _unitOfWork.CustomerNotes.AddAsync(entity);
+            await _unitOfWork.CompleteAsync();
+
+            var displayDate = entity.CreatedAt.ToLocalTime().ToString("MMM dd, yyyy h:mm tt");
+            var author      = currentUser?.Email ?? "Staff";
+            var noteHtml = $@"<div class=""customer-note-item d-flex gap-2 py-2 border-bottom"" data-note-id=""{entity.Id}"">
+  <div class=""flex-grow-1"">
+    {(isImportant ? @"<span class=""text-warning me-1"" title=""Important"">&#9733;</span>" : "")}
+    <span class=""note-text"">{System.Web.HttpUtility.HtmlEncode(entity.Note)}</span>
+    <div class=""text-muted"" style=""font-size:0.75rem;"">{System.Web.HttpUtility.HtmlEncode(author)} &mdash; {displayDate}</div>
+  </div>
+  <button type=""button"" class=""btn btn-sm btn-link text-danger p-0 flex-shrink-0""
+          onclick=""deleteCustomerNote({id}, {entity.Id})"" title=""Delete note"">
+    <i class=""bi bi-trash""></i>
+  </button>
+</div>";
+
+            return Json(new { success = true, noteHtml });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error adding note to customer {CustomerId}", id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
+    /// <summary>
+    /// Soft-deletes a single customer note. Only the owning company can delete their own notes
+    /// (enforced via CompanyId on the entity + global query filter).
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> DeleteCustomerNote(int id, int noteId)
+    {
+        try
+        {
+            var note = await _unitOfWork.CustomerNotes.GetByIdAsync(noteId);
+            if (note == null || note.CustomerId != id)
+                return Json(new { success = false, message = "Note not found." });
+
+            await _unitOfWork.CustomerNotes.SoftDeleteAsync(note);
+            await _unitOfWork.CompleteAsync();
+            return Json(new { success = true });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error deleting note {NoteId} for customer {CustomerId}", noteId, id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
+    /// <summary>
+    /// Returns up to 10 inventory items matching the search term for the preferred-powder typeahead.
+    /// Results are scoped to the current company and only include active items.
+    /// </summary>
+    [HttpGet]
+    public async Task<IActionResult> SearchInventoryItems(string term)
+    {
+        if (string.IsNullOrWhiteSpace(term) || term.Length < 2)
+            return Json(Array.Empty<object>());
+
+        var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
+        var lower = term.ToLower();
+        var items = (await _unitOfWork.InventoryItems.FindAsync(
+                i => i.CompanyId == companyId && i.IsActive
+                     && (i.Name.ToLower().Contains(lower) || (i.SKU != null && i.SKU.ToLower().Contains(lower)))))
+            .OrderBy(i => i.Name)
+            .Take(10)
+            .Select(i => new { i.Id, i.Name, i.ColorName, sku = i.SKU })
+            .ToList();
+
+        return Json(items);
+    }
+
+    /// <summary>
+    /// Associates an inventory item as a preferred powder for a customer.
+    /// Silently succeeds if the association already exists (idempotent).
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> AddPreferredPowder(int id, int inventoryItemId, string? notes = null)
+    {
+        try
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(id);
+            if (customer == null) return Json(new { success = false, message = "Customer not found." });
+
+            var item = await _unitOfWork.InventoryItems.GetByIdAsync(inventoryItemId);
+            if (item == null) return Json(new { success = false, message = "Inventory item not found." });
+
+            var existing = (await _unitOfWork.CustomerPreferredPowders.FindAsync(
+                p => p.CustomerId == id && p.InventoryItemId == inventoryItemId)).FirstOrDefault();
+            if (existing != null)
+                return Json(new { success = false, message = $"{item.Name} is already in preferred powders." });
+
+            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
+            await _unitOfWork.CustomerPreferredPowders.AddAsync(new PowderCoating.Core.Entities.CustomerPreferredPowder
+            {
+                CustomerId      = id,
+                InventoryItemId = inventoryItemId,
+                Notes           = notes?.Trim(),
+                CompanyId       = companyId
+            });
+            await _unitOfWork.CompleteAsync();
+
+            return Json(new { success = true, itemId = inventoryItemId, itemName = item.Name, notes = notes?.Trim() });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error adding preferred powder for customer {CustomerId}", id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
+    /// <summary>
+    /// Removes a preferred-powder association by inventory item ID. Soft-deletes the record
+    /// so the history is preserved but it no longer appears on the customer page.
+    /// </summary>
+    [HttpPost, ValidateAntiForgeryToken]
+    public async Task<IActionResult> RemovePreferredPowder(int id, int itemId)
+    {
+        try
+        {
+            var record = (await _unitOfWork.CustomerPreferredPowders.FindAsync(
+                p => p.CustomerId == id && p.InventoryItemId == itemId)).FirstOrDefault();
+            if (record == null) return Json(new { success = false, message = "Record not found." });
+
+            await _unitOfWork.CustomerPreferredPowders.SoftDeleteAsync(record);
+            await _unitOfWork.CompleteAsync();
+            return Json(new { success = true });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error removing preferred powder {ItemId} for customer {CustomerId}", itemId, id);
+            return Json(new { success = false, message = "An error occurred." });
+        }
+    }
+
     /// <summary>
     /// Displays or downloads a dated activity statement for a customer.
     /// Pass <c>pdf=true</c> to download the QuestPDF version; otherwise renders the HTML view.

src/PowderCoating.Web/Controllers/JobsController.cs

@@ -1981,6 +1981,146 @@ public class JobsController : Controller
     }
 
     /// <summary>
+    /// <summary>
+    /// Creates a new job that is a copy of an existing job. All items, coats, and prep services
+    /// are deep-copied. Pricing-routing flags (IsAiItem, IsGenericItem, IsLaborItem, IsSalesItem)
+    /// are preserved so pricing behaves identically. Dates, worker assignment, and invoice links
+    /// are cleared; status resets to Pending so the job enters the normal workflow from the start.
+    /// </summary>
+    [Authorize(Policy = AppConstants.Policies.CanManageJobs)]
+    public async Task<IActionResult> CloneJob(int id)
+    {
+        try
+        {
+            var source = await _unitOfWork.Jobs.LoadForDetailsAsync(id);
+            if (source == null) return NotFound();
+
+            var companyId   = _tenantContext.GetCurrentCompanyId() ?? 0;
+            var pendingStatus = await _unitOfWork.JobStatusLookups.FirstOrDefaultAsync(
+                s => s.StatusCode == AppConstants.StatusCodes.Job.Pending && s.CompanyId == companyId);
+            if (pendingStatus == null)
+            {
+                this.ToastError("Could not find Pending status for this company.");
+                return RedirectToAction(nameof(Details), new { id });
+            }
+
+            var newJob = new Job
+            {
+                JobNumber              = await GenerateJobNumber(),
+                CustomerId             = source.CustomerId,
+                CompanyId              = companyId,
+                JobStatusId            = pendingStatus.Id,
+                JobPriorityId          = source.JobPriorityId,
+                Description            = source.Description,
+                CustomerPO             = source.CustomerPO,
+                ProjectName            = source.ProjectName,
+                SpecialInstructions    = source.SpecialInstructions,
+                InternalNotes          = source.InternalNotes,
+                Tags                   = source.Tags,
+                IsRushJob              = source.IsRushJob,
+                RequiresCustomerApproval = source.RequiresCustomerApproval,
+                DiscountType           = source.DiscountType,
+                DiscountValue          = source.DiscountValue,
+                DiscountReason         = source.DiscountReason,
+                OvenCostId             = source.OvenCostId,
+                OvenBatches            = source.OvenBatches,
+                OvenCycleMinutes       = source.OvenCycleMinutes,
+                ShopSuppliesPercent    = source.ShopSuppliesPercent,
+                ShopAccessCode         = Guid.NewGuid()
+            };
+
+            await _unitOfWork.Jobs.AddAsync(newJob);
+            await _unitOfWork.CompleteAsync();
+
+            foreach (var srcItem in source.JobItems.Where(i => !i.IsDeleted))
+            {
+                var newItem = new JobItem
+                {
+                    JobId               = newJob.Id,
+                    CompanyId           = companyId,
+                    Description         = srcItem.Description,
+                    Quantity            = srcItem.Quantity,
+                    ColorName           = srcItem.ColorName,
+                    ColorCode           = srcItem.ColorCode,
+                    Finish              = srcItem.Finish,
+                    SurfaceArea         = srcItem.SurfaceArea,
+                    SurfaceAreaSqFt     = srcItem.SurfaceAreaSqFt,
+                    CatalogItemId       = srcItem.CatalogItemId,
+                    UnitPrice           = srcItem.UnitPrice,
+                    TotalPrice          = srcItem.TotalPrice,
+                    LaborCost           = srcItem.LaborCost,
+                    IsGenericItem       = srcItem.IsGenericItem,
+                    ManualUnitPrice     = srcItem.ManualUnitPrice,
+                    PowderCostOverride  = srcItem.PowderCostOverride,
+                    IsLaborItem         = srcItem.IsLaborItem,
+                    IsSalesItem         = srcItem.IsSalesItem,
+                    IsAiItem            = srcItem.IsAiItem,
+                    AiTags              = srcItem.AiTags,
+                    IsCustomFormulaItem = srcItem.IsCustomFormulaItem,
+                    CustomItemTemplateId = srcItem.CustomItemTemplateId,
+                    FormulaFieldValuesJson = srcItem.FormulaFieldValuesJson,
+                    Sku                 = srcItem.Sku,
+                    IncludePrepCost     = srcItem.IncludePrepCost,
+                    RequiresSandblasting = srcItem.RequiresSandblasting,
+                    RequiresMasking     = srcItem.RequiresMasking,
+                    EstimatedMinutes    = srcItem.EstimatedMinutes,
+                    Complexity          = srcItem.Complexity,
+                    Notes               = srcItem.Notes
+                    // AiPredictionId intentionally not copied — prediction belongs to original quote
+                };
+
+                await _unitOfWork.JobItems.AddAsync(newItem);
+                await _unitOfWork.CompleteAsync();
+
+                foreach (var srcCoat in srcItem.Coats.Where(c => !c.IsDeleted))
+                {
+                    await _unitOfWork.JobItemCoats.AddAsync(new JobItemCoat
+                    {
+                        JobItemId          = newItem.Id,
+                        CompanyId          = companyId,
+                        CoatName           = srcCoat.CoatName,
+                        Sequence           = srcCoat.Sequence,
+                        InventoryItemId    = srcCoat.InventoryItemId,
+                        ColorName          = srcCoat.ColorName,
+                        VendorId           = srcCoat.VendorId,
+                        ColorCode          = srcCoat.ColorCode,
+                        Finish             = srcCoat.Finish,
+                        CoverageSqFtPerLb  = srcCoat.CoverageSqFtPerLb,
+                        TransferEfficiency = srcCoat.TransferEfficiency,
+                        PowderCostPerLb    = srcCoat.PowderCostPerLb,
+                        PowderToOrder      = srcCoat.PowderToOrder,
+                        NoExtraLayerCharge = srcCoat.NoExtraLayerCharge,
+                        Notes              = srcCoat.Notes
+                        // Powder ordering / receiving tracking fields intentionally not copied
+                    });
+                }
+
+                foreach (var srcPrep in srcItem.PrepServices.Where(p => !p.IsDeleted))
+                {
+                    await _unitOfWork.JobItemPrepServices.AddAsync(new JobItemPrepService
+                    {
+                        JobItemId        = newItem.Id,
+                        CompanyId        = companyId,
+                        PrepServiceId    = srcPrep.PrepServiceId,
+                        EstimatedMinutes = srcPrep.EstimatedMinutes,
+                        BlastSetupId     = srcPrep.BlastSetupId
+                    });
+                }
+            }
+
+            await _unitOfWork.CompleteAsync();
+
+            this.ToastSuccess($"Job cloned as {newJob.JobNumber} &mdash; review and update dates before scheduling.");
+            return RedirectToAction(nameof(Details), new { id = newJob.Id });
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Error cloning job {JobId}", id);
+            this.ToastError("An error occurred while cloning the job.");
+            return RedirectToAction(nameof(Details), new { id });
+        }
+    }
+
     /// Generates the next sequential job number in the format PREFIX-YYMM-#### (e.g. JOB-2404-0001).
     /// Uses IgnoreQueryFilters so soft-deleted jobs are included in the sequence counter —
     /// this prevents number reuse if a job is deleted after being created this month.

src/PowderCoating.Web/Views/Customers/Details.cshtml

@@ -328,6 +328,121 @@
                         </div>
                     </div>
                 }
+
+                <!-- Customer Notes -->
+                @{
+                    var customerNotes = ViewBag.CustomerNotes as List<PowderCoating.Core.Entities.CustomerNote>;
+                }
+                <div class="card border-0 shadow-sm mb-4">
+                    <div class="card-header bg-white border-0 py-3">
+                        <h5 class="mb-0 fw-semibold">
+                            <i class="bi bi-sticky me-2 text-primary"></i>Internal Notes
+                        </h5>
+                    </div>
+                    <div class="card-body p-0">
+                        <div id="customer-notes-list">
+                            @if (customerNotes != null && customerNotes.Count > 0)
+                            {
+                                @foreach (var note in customerNotes)
+                                {
+                                    <div class="customer-note-item d-flex gap-2 px-3 py-2 border-bottom" data-note-id="@note.Id">
+                                        <div class="flex-grow-1">
+                                            @if (note.IsImportant)
+                                            {
+                                                <span class="text-warning me-1" title="Important">&#9733;</span>
+                                            }
+                                            <span class="note-text small">@note.Note</span>
+                                            <div class="text-muted" style="font-size:0.75rem;">
+                                                @(note.CreatedBy ?? "Staff") &mdash; @note.CreatedAt.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM dd, yyyy h:mm tt")
+                                            </div>
+                                        </div>
+                                        <button type="button" class="btn btn-sm btn-link text-danger p-0 flex-shrink-0 align-self-start"
+                                                onclick="deleteCustomerNote(@Model.Id, @note.Id)" title="Delete note">
+                                            <i class="bi bi-trash"></i>
+                                        </button>
+                                    </div>
+                                }
+                            }
+                            else
+                            {
+                                <div id="no-notes-placeholder" class="px-3 py-2 text-muted small">No notes yet.</div>
+                            }
+                        </div>
+                        <div class="px-3 py-3 border-top bg-light">
+                            <div class="mb-2">
+                                <textarea id="newNoteText" class="form-control form-control-sm" rows="2"
+                                          placeholder="Add an internal note..." maxlength="2000"></textarea>
+                            </div>
+                            <div class="d-flex justify-content-between align-items-center">
+                                <div class="form-check form-check-sm mb-0">
+                                    <input class="form-check-input" type="checkbox" id="newNoteImportant">
+                                    <label class="form-check-label small" for="newNoteImportant">
+                                        <span class="text-warning">&#9733;</span> Mark important
+                                    </label>
+                                </div>
+                                <button type="button" class="btn btn-sm btn-primary" onclick="addCustomerNote(@Model.Id)">
+                                    <i class="bi bi-plus-circle me-1"></i>Add Note
+                                </button>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+
+                <!-- Recent Activity Timeline -->
+                @{
+                    var timeline = ViewBag.Timeline as List<PowderCoating.Application.DTOs.Customer.CustomerTimelineEventDto>;
+                }
+                @if (timeline != null && timeline.Count > 0)
+                {
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white border-0 py-3 d-flex justify-content-between align-items-center">
+                            <h5 class="mb-0 fw-semibold">
+                                <i class="bi bi-clock-history me-2 text-primary"></i>Recent Activity
+                            </h5>
+                            <a asp-action="Activity" asp-route-id="@Model.Id" class="btn btn-sm btn-outline-secondary">
+                                View All
+                            </a>
+                        </div>
+                        <div class="card-body p-0">
+                            @foreach (var ev in timeline)
+                            {
+                                var hasLink = ev.LinkController != null && ev.EntityId.HasValue;
+                                var rowTag  = hasLink ? "a" : "div";
+                                var href    = hasLink
+                                    ? Url.Action(ev.LinkAction, ev.LinkController, new { id = ev.EntityId })
+                                    : null;
+                                <div class="d-flex align-items-start gap-3 px-3 py-3 border-bottom @(hasLink ? "timeline-row" : "")">
+                                    <div class="rounded-circle d-flex align-items-center justify-content-center flex-shrink-0 mt-1"
+                                         style="width:34px;height:34px;background:var(--bs-@(ev.BadgeColor)-bg-subtle,#f0f0f0);">
+                                        <i class="bi @ev.Icon text-@ev.BadgeColor" style="font-size:0.9rem;"></i>
+                                    </div>
+                                    <div class="flex-grow-1 min-width-0">
+                                        @if (hasLink)
+                                        {
+                                            <a asp-controller="@ev.LinkController" asp-action="@ev.LinkAction" asp-route-id="@ev.EntityId"
+                                               class="fw-semibold text-decoration-none text-body d-block text-truncate">@ev.Title</a>
+                                        }
+                                        else
+                                        {
+                                            <span class="fw-semibold d-block text-truncate">@ev.Title</span>
+                                        }
+                                        @if (!string.IsNullOrEmpty(ev.Subtitle))
+                                        {
+                                            <span class="text-muted small d-block text-truncate">@ev.Subtitle</span>
+                                        }
+                                        <span class="text-muted" style="font-size:0.75rem;">@ev.Date.Tz(ViewBag.CompanyTimeZone as string).ToString("MMM dd, yyyy")</span>
+                                    </div>
+                                    @if (ev.Amount.HasValue)
+                                    {
+                                        <div class="text-end flex-shrink-0">
+                                            <span class="fw-semibold small">@ev.Amount.Value.ToString("C")</span>
+                                        </div>
+                                    }
+                                </div>
+                            }
+                        </div>
+                    </div>
+                }
             </div>
 
             <!-- Right Column - Statistics -->
@@ -378,6 +493,41 @@
                     </div>
                 </div>
 
+                <!-- Outstanding Pickups -->
+                @{
+                    var pendingPickups = ViewBag.PendingPickups as List<PowderCoating.Core.Entities.Job>;
+                }
+                @if (pendingPickups != null && pendingPickups.Count > 0)
+                {
+                    <div class="card border-0 shadow-sm mb-4 border-warning border-opacity-50">
+                        <div class="card-header bg-warning bg-opacity-10 border-0 py-3">
+                            <h5 class="mb-0 fw-semibold text-warning-emphasis">
+                                <i class="bi bi-truck me-2"></i>Ready for Pickup
+                                <span class="badge bg-warning text-dark ms-2">@pendingPickups.Count</span>
+                            </h5>
+                        </div>
+                        <div class="card-body p-0">
+                            @foreach (var pickup in pendingPickups)
+                            {
+                                var daysWaiting = (int)(DateTime.UtcNow - (pickup.UpdatedAt ?? pickup.CreatedAt)).TotalDays;
+                                <div class="d-flex align-items-center gap-2 px-3 py-2 border-bottom">
+                                    <div class="flex-grow-1">
+                                        <a asp-controller="Jobs" asp-action="Details" asp-route-id="@pickup.Id"
+                                           class="fw-semibold text-decoration-none small">@pickup.JobNumber</a>
+                                        @if (!string.IsNullOrEmpty(pickup.Description))
+                                        {
+                                            <div class="text-muted text-truncate" style="font-size:0.75rem;max-width:160px;">@pickup.Description</div>
+                                        }
+                                    </div>
+                                    <span class="badge @(daysWaiting >= 7 ? "bg-danger" : daysWaiting >= 3 ? "bg-warning text-dark" : "bg-success")">
+                                        @(daysWaiting == 0 ? "Today" : $"{daysWaiting}d waiting")
+                                    </span>
+                                </div>
+                            }
+                        </div>
+                    </div>
+                }
+
                 <!-- Store Credit History -->
                 @{
                     var creditMemos = ViewBag.CreditMemos as List<PowderCoating.Core.Entities.CreditMemo>;
@@ -430,33 +580,146 @@
                     </div>
                 }
 
-                <!-- Activity -->
+                <!-- Customer Stats -->
+                @{
+                    var crmStats = ViewBag.CrmStats as PowderCoating.Application.DTOs.Customer.CustomerLifetimeStatsDto;
+                }
+                @if (crmStats != null)
+                {
+                    <div class="card border-0 shadow-sm mb-4">
+                        <div class="card-header bg-white border-0 py-3">
+                            <h5 class="mb-0 fw-semibold">
+                                <i class="bi bi-bar-chart-line me-2 text-primary"></i>Customer Stats
+                            </h5>
+                        </div>
+                        <div class="card-body">
+                            <!-- Jobs row -->
+                            <div class="row g-2 mb-3">
+                                <div class="col-6 text-center p-2" style="border-right:1px solid #dee2e6;">
+                                    <div class="text-muted small mb-1">Total Jobs</div>
+                                    <div class="fs-4 fw-bold text-primary">@crmStats.TotalJobs</div>
+                                    @if (crmStats.ActiveJobs > 0)
+                                    {
+                                        <span class="badge bg-success bg-opacity-10 text-success" style="font-size:0.7rem;">
+                                            @crmStats.ActiveJobs active
+                                        </span>
+                                    }
+                                </div>
+                                <div class="col-6 text-center p-2">
+                                    <div class="text-muted small mb-1">Avg Job Value</div>
+                                    <div class="fs-4 fw-bold">@crmStats.AverageJobValue.ToString("C0")</div>
+                                </div>
+                            </div>
+                            <hr class="my-2" />
+                            <!-- Revenue row -->
+                            <div class="row g-2 mb-2">
+                                <div class="col-6">
+                                    <div class="text-muted small mb-1">Lifetime Revenue</div>
+                                    <div class="fw-bold">@crmStats.TotalRevenue.ToString("C")</div>
+                                </div>
+                                <div class="col-6">
+                                    <div class="text-muted small mb-1">Total Collected</div>
+                                    <div class="fw-bold text-success">@crmStats.TotalCollected.ToString("C")</div>
+                                </div>
+                            </div>
+                            <hr class="my-2" />
+                            <!-- Footer stats -->
+                            <div class="d-flex justify-content-between text-muted small mt-2">
+                                <span>
+                                    @if (crmStats.DaysSinceLastJob.HasValue)
+                                    {
+                                        <i class="bi bi-calendar-check me-1"></i>
+                                        @if (crmStats.DaysSinceLastJob == 0)
+                                        {
+                                            <span>Last job today</span>
+                                        }
+                                        else
+                                        {
+                                            <span>Last job @crmStats.DaysSinceLastJob days ago</span>
+                                        }
+                                    }
+                                    else
+                                    {
+                                        <span>No jobs yet</span>
+                                    }
+                                </span>
+                                <span>
+                                    <i class="bi bi-file-text me-1"></i>@crmStats.TotalQuotes quote@(crmStats.TotalQuotes == 1 ? "" : "s")
+                                </span>
+                            </div>
+                            <div class="text-muted small mt-1">
+                                <i class="bi bi-person me-1"></i>Customer since @Model.CreatedAt.ToString("MMM yyyy")
+                            </div>
+                        </div>
+                    </div>
+                }
+
+                <!-- Preferred Powders -->
+                @{
+                    var preferredPowders = ViewBag.PreferredPowders as List<PowderCoating.Core.Entities.CustomerPreferredPowder>;
+                }
                 <div class="card border-0 shadow-sm mb-4">
                     <div class="card-header bg-white border-0 py-3">
                         <h5 class="mb-0 fw-semibold">
-                            <i class="bi bi-clock-history me-2 text-primary"></i>Activity
+                            <i class="bi bi-droplet-fill me-2 text-primary"></i>Preferred Powders
                         </h5>
                     </div>
-                    <div class="card-body">
-                        <div class="mb-3">
-                            <label class="text-muted small mb-1">Last Contact</label>
-                            <p class="mb-0">
-                                @if (Model.LastContactDate.HasValue)
+                    <div class="card-body p-0">
+                        <div id="preferred-powders-list">
+                            @if (preferredPowders != null && preferredPowders.Count > 0)
+                            {
+                                @foreach (var p in preferredPowders)
                                 {
-                                    <span>@Model.LastContactDate.Value.ToString("MMMM dd, yyyy")</span>
+                                    <div class="d-flex align-items-center gap-2 px-3 py-2 border-bottom" data-powder-id="@p.InventoryItemId">
+                                        <i class="bi bi-droplet-fill text-primary flex-shrink-0" style="font-size:0.8rem;"></i>
+                                        <div class="flex-grow-1">
+                                            <span class="small fw-semibold">@p.InventoryItem.Name</span>
+                                            @if (!string.IsNullOrEmpty(p.InventoryItem.ColorName))
+                                            {
+                                                <span class="text-muted small ms-1">&mdash; @p.InventoryItem.ColorName</span>
+                                            }
+                                            @if (!string.IsNullOrEmpty(p.Notes))
+                                            {
+                                                <div class="text-muted" style="font-size:0.75rem;">@p.Notes</div>
+                                            }
+                                        </div>
+                                        <button type="button" class="btn btn-sm btn-link text-danger p-0 flex-shrink-0"
+                                                onclick="removePreferredPowder(@Model.Id, @p.InventoryItemId)"
+                                                title="Remove from preferred">&times;</button>
+                                    </div>
                                 }
-                                else
-                                {
-                                    <span class="text-muted">No contact recorded</span>
-                                }
-                            </p>
+                            }
+                            else
+                            {
+                                <div id="no-powders-placeholder" class="px-3 py-2 text-muted small">No preferred powders yet.</div>
+                            }
                         </div>
-                        <div>
-                            <label class="text-muted small mb-1">Customer Since</label>
-                            <p class="mb-0">@Model.CreatedAt.ToString("MMMM dd, yyyy")</p>
+                        <div class="px-3 py-3 border-top bg-light position-relative">
+                            <div class="mb-2">
+                                <input type="text" id="powderSearchInput" class="form-control form-control-sm"
+                                       placeholder="Search powder by name or SKU..."
+                                       oninput="searchInventoryItems(this.value)"
+                                       autocomplete="off" />
+                                <input type="hidden" id="selectedPowderId" />
+                                <div id="powderSearchResults" class="dropdown-menu w-100 show p-0"
+                                     style="display:none!important;position:absolute;z-index:1000;"
+                                     onfocusout=""></div>
+                            </div>
+                            <div class="mb-2">
+                                <input type="text" id="powderNotes" class="form-control form-control-sm"
+                                       placeholder="Optional notes (e.g. &quot;customer prefers this for wheels&quot;)"
+                                       maxlength="500" />
+                            </div>
+                            <button type="button" class="btn btn-sm btn-primary w-100"
+                                    onclick="addPreferredPowder(@Model.Id)">
+                                <i class="bi bi-plus-circle me-1"></i>Add Powder
+                            </button>
                         </div>
                     </div>
                 </div>
+                <style>
+                    #powderSearchResults:not(:empty) { display:block!important; max-height:200px; overflow-y:auto; }
+                </style>
 
                 <!-- Quick Actions -->
                 <div class="card border-0 shadow-sm">
@@ -482,6 +745,17 @@
                             <a asp-controller="Jobs" asp-action="Create" asp-route-customerId="@Model.Id" class="btn btn-outline-success">
                                 <i class="bi bi-plus-circle me-2"></i>New Job
                             </a>
+                            @{
+                                var crmStatsForActions = ViewBag.CrmStats as PowderCoating.Application.DTOs.Customer.CustomerLifetimeStatsDto;
+                            }
+                            @if (crmStatsForActions?.LastJobId != null)
+                            {
+                                <a asp-controller="Jobs" asp-action="CloneJob" asp-route-id="@crmStatsForActions.LastJobId"
+                                   class="btn btn-outline-secondary"
+                                   title="Create a new job pre-filled with the last job&apos;s items and settings">
+                                    <i class="bi bi-arrow-repeat me-2"></i>Repeat Last Job
+                                </a>
+                            }
                             <a asp-controller="Quotes" asp-action="Create" asp-route-customerId="@Model.Id" class="btn btn-outline-info">
                                 <i class="bi bi-file-text me-2"></i>New Quote
                             </a>

src/PowderCoating.Web/Views/Jobs/Details.cshtml

@@ -19,6 +19,10 @@
                         title="Save this job as a reusable template">
                     <i class="bi bi-layout-text-window-reverse me-2"></i>Save as Template
                 </button>
+                <a asp-action="CloneJob" asp-route-id="@Model.Id" class="btn btn-outline-secondary"
+                   title="Create a new job pre-filled with this job&apos;s items and settings">
+                    <i class="bi bi-arrow-repeat me-2"></i>Clone Job
+                </a>
                 <a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-warning">
                     <i class="bi bi-pencil me-2"></i>Edit
                 </a>

src/PowderCoating.Web/wwwroot/js/customer-details.js

@@ -38,6 +38,148 @@ async function cancelSmsConsent() {
     }
 }
 
+// ── Customer Notes ────────────────────────────────────────────────────────────
+
+async function addCustomerNote(customerId) {
+    const textarea   = document.getElementById('newNoteText');
+    const importantCb = document.getElementById('newNoteImportant');
+    const note       = textarea?.value?.trim();
+    if (!note) { toastr.warning('Please enter a note.'); return; }
+
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/AddCustomerNote/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `note=${encodeURIComponent(note)}&isImportant=${importantCb?.checked ?? false}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            const list        = document.getElementById('customer-notes-list');
+            const placeholder = document.getElementById('no-notes-placeholder');
+            if (placeholder) placeholder.remove();
+            list.insertAdjacentHTML('afterbegin', data.noteHtml);
+            textarea.value = '';
+            if (importantCb) importantCb.checked = false;
+            toastr.success('Note added.');
+        } else {
+            toastr.error(data.message || 'Could not add note.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+async function deleteCustomerNote(customerId, noteId) {
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/DeleteCustomerNote/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `noteId=${noteId}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            document.querySelector(`[data-note-id="${noteId}"]`)?.remove();
+            const list = document.getElementById('customer-notes-list');
+            if (list && list.querySelectorAll('.customer-note-item').length === 0)
+                list.insertAdjacentHTML('afterbegin', '<div id="no-notes-placeholder" class="px-3 py-2 text-muted small">No notes yet.</div>');
+        } else {
+            toastr.error(data.message || 'Could not delete note.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+// ── Preferred Powders ─────────────────────────────────────────────────────────
+
+let _powderSearchTimer = null;
+
+function searchInventoryItems(term) {
+    clearTimeout(_powderSearchTimer);
+    const dropdown = document.getElementById('powderSearchResults');
+    if (!term || term.length < 2) { if (dropdown) dropdown.innerHTML = ''; return; }
+
+    _powderSearchTimer = setTimeout(async () => {
+        try {
+            const res  = await fetch(`/Customers/SearchInventoryItems?term=${encodeURIComponent(term)}`);
+            const data = await res.json();
+            if (!dropdown) return;
+            dropdown.innerHTML = data.length === 0
+                ? '<div class="dropdown-item text-muted small">No results</div>'
+                : data.map(i => `<button type="button" class="dropdown-item small"
+                    onclick="selectPowder(${i.id}, ${JSON.stringify(i.name + (i.colorName ? ' — ' + i.colorName : ''))})">${i.name}${i.colorName ? ' <span class=\'text-muted\'>' + i.colorName + '</span>' : ''} <span class="badge bg-light text-muted border">${i.sku}</span></button>`).join('');
+        } catch { /* silent */ }
+    }, 300);
+}
+
+function selectPowder(itemId, label) {
+    document.getElementById('selectedPowderId').value  = itemId;
+    document.getElementById('powderSearchInput').value = label;
+    const dropdown = document.getElementById('powderSearchResults');
+    if (dropdown) dropdown.innerHTML = '';
+}
+
+async function addPreferredPowder(customerId) {
+    const itemId = document.getElementById('selectedPowderId')?.value;
+    const notes  = document.getElementById('powderNotes')?.value?.trim() ?? '';
+    if (!itemId) { toastr.warning('Please search for and select a powder first.'); return; }
+
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/AddPreferredPowder/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `inventoryItemId=${itemId}&notes=${encodeURIComponent(notes)}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            const list        = document.getElementById('preferred-powders-list');
+            const placeholder = document.getElementById('no-powders-placeholder');
+            if (placeholder) placeholder.remove();
+            const notesHtml  = data.notes ? `<div class="text-muted" style="font-size:0.75rem;">${data.notes}</div>` : '';
+            list.insertAdjacentHTML('beforeend',
+                `<div class="d-flex align-items-center gap-2 px-3 py-2 border-bottom" data-powder-id="${data.itemId}">
+                  <i class="bi bi-droplet-fill text-primary flex-shrink-0" style="font-size:0.8rem;"></i>
+                  <div class="flex-grow-1"><span class="small fw-semibold">${data.itemName}</span>${notesHtml}</div>
+                  <button type="button" class="btn btn-sm btn-link text-danger p-0"
+                      onclick="removePreferredPowder(${customerId}, ${data.itemId})" title="Remove">&times;</button>
+                </div>`);
+            document.getElementById('powderSearchInput').value = '';
+            document.getElementById('selectedPowderId').value  = '';
+            if (document.getElementById('powderNotes')) document.getElementById('powderNotes').value = '';
+            toastr.success(`${data.itemName} added to preferred powders.`);
+        } else {
+            toastr.warning(data.message || 'Could not add powder.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
+async function removePreferredPowder(customerId, itemId) {
+    const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
+    try {
+        const res  = await fetch(`/Customers/RemovePreferredPowder/${customerId}`, {
+            method:  'POST',
+            headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
+            body:    `itemId=${itemId}`
+        });
+        const data = await res.json();
+        if (data.success) {
+            document.querySelector(`[data-powder-id="${itemId}"]`)?.remove();
+            const list = document.getElementById('preferred-powders-list');
+            if (list && list.querySelectorAll('[data-powder-id]').length === 0)
+                list.insertAdjacentHTML('afterbegin', '<div id="no-powders-placeholder" class="px-3 py-2 text-muted small">No preferred powders yet.</div>');
+        } else {
+            toastr.error(data.message || 'Could not remove powder.');
+        }
+    } catch {
+        toastr.error('An error occurred. Please try again.');
+    }
+}
+
 window.updateCustomerSmsStatus = function () {
     const section = document.getElementById('sms-status-section');
     if (!section) return;

tests/PowderCoating.UnitTests/CustomersControllerCrmTests.cs

@@ -0,0 +1,378 @@
+using AutoMapper;
+using Microsoft.AspNetCore.Http;
+using Microsoft.AspNetCore.Identity;
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.EntityFrameworkCore;
+using Microsoft.Extensions.Logging;
+using Moq;
+using PowderCoating.Application.DTOs.Customer;
+using PowderCoating.Application.Interfaces;
+using PowderCoating.Core.Entities;
+using PowderCoating.Core.Enums;
+using PowderCoating.Core.Interfaces;
+using PowderCoating.Infrastructure.Data;
+using PowderCoating.Infrastructure.Repositories;
+using PowderCoating.Web.Controllers;
+using System.Security.Claims;
+
+namespace PowderCoating.UnitTests;
+
+public class CustomersControllerCrmTests
+{
+    // ── Details — guard ───────────────────────────────────────────────────
+
+    [Fact]
+    public async Task Details_WhenCustomerNotFound_ReturnsNotFound()
+    {
+        await using var context = CreateContext();
+        var controller = CreateController(context, companyId: 1);
+
+        var result = await controller.Details(id: 999);
+
+        Assert.IsType<NotFoundResult>(result);
+    }
+
+    // ── Details — zero-history customer ───────────────────────────────────
+
+    [Fact]
+    public async Task Details_WithNoHistory_ProducesZeroStats()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(0, stats.TotalJobs);
+        Assert.Equal(0, stats.TotalQuotes);
+        Assert.Equal(0m, stats.TotalRevenue);
+        Assert.Equal(0m, stats.AverageJobValue);   // no divide-by-zero
+        Assert.Null(stats.DaysSinceLastJob);
+    }
+
+    [Fact]
+    public async Task Details_WithNoHistory_DoesNotRenderTimeline()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var timeline = view.ViewData["Timeline"] as List<CustomerTimelineEventDto>;
+
+        Assert.NotNull(timeline);
+        Assert.Empty(timeline);
+    }
+
+    // ── Details — stats calculation ───────────────────────────────────────
+
+    [Fact]
+    public async Task Details_WithJobsAndInvoices_CalculatesStatsCorrectly()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var activeStatus = SeedJobStatus(context, id: 1, isTerminal: false);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: activeStatus.Id, finalPrice: 300m);
+        SeedJob(context, id: 2, customerId: 1, companyId: 1, statusId: activeStatus.Id, finalPrice: 700m);
+        SeedInvoice(context, id: 1, customerId: 1, companyId: 1, total: 300m, amountPaid: 300m, status: InvoiceStatus.Paid);
+        SeedInvoice(context, id: 2, customerId: 1, companyId: 1, total: 700m, amountPaid: 400m, status: InvoiceStatus.PartiallyPaid);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(2, stats.TotalJobs);
+        Assert.Equal(2, stats.ActiveJobs);
+        Assert.Equal(2, stats.TotalInvoices);
+        Assert.Equal(1000m, stats.TotalRevenue);
+        Assert.Equal(700m, stats.TotalCollected);
+        Assert.Equal(500m, stats.AverageJobValue);
+    }
+
+    // ── Details — voided invoices excluded ────────────────────────────────
+
+    [Fact]
+    public async Task Details_VoidedInvoicesExcludedFromRevenueAndCollected()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var status = SeedJobStatus(context, id: 1, isTerminal: false);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: status.Id, finalPrice: 500m);
+        SeedInvoice(context, id: 1, customerId: 1, companyId: 1, total: 500m, amountPaid: 500m, status: InvoiceStatus.Paid);
+        SeedInvoice(context, id: 2, customerId: 1, companyId: 1, total: 999m, amountPaid: 0m,   status: InvoiceStatus.Voided);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(500m, stats.TotalRevenue);    // voided invoice excluded
+        Assert.Equal(500m, stats.TotalCollected);   // voided invoice excluded
+        Assert.Equal(2, stats.TotalInvoices);       // count includes voided (informational)
+    }
+
+    // ── Details — active-job count excludes terminal statuses ─────────────
+
+    [Fact]
+    public async Task Details_ActiveJobsExcludesTerminalStatuses()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var active    = SeedJobStatus(context, id: 1, isTerminal: false);
+        var completed = SeedJobStatus(context, id: 2, isTerminal: true);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: active.Id,    finalPrice: 100m);
+        SeedJob(context, id: 2, customerId: 1, companyId: 1, statusId: completed.Id, finalPrice: 200m);
+        SeedJob(context, id: 3, customerId: 1, companyId: 1, statusId: completed.Id, finalPrice: 300m);
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(3, stats.TotalJobs);
+        Assert.Equal(1, stats.ActiveJobs);
+    }
+
+    // ── Details — timeline cap and sort ───────────────────────────────────
+
+    [Fact]
+    public async Task Details_TimelineCappedAt15Events()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var status = SeedJobStatus(context, id: 1, isTerminal: false);
+
+        for (int i = 1; i <= 18; i++)
+        {
+            context.Jobs.Add(new Job
+            {
+                Id          = i,
+                CompanyId   = 1,
+                CustomerId  = 1,
+                JobStatusId = status.Id,
+                JobNumber   = $"JOB-0001-{i:D4}",
+                Description = $"Job {i}",
+                FinalPrice  = 100m,
+                CreatedAt   = new DateTime(2026, 1, i, 0, 0, 0, DateTimeKind.Utc)
+            });
+        }
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var timeline = view.ViewData["Timeline"] as List<CustomerTimelineEventDto>;
+
+        Assert.NotNull(timeline);
+        Assert.Equal(15, timeline.Count);
+    }
+
+    [Fact]
+    public async Task Details_TimelineIsSortedNewestFirst()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+
+        // Use Invoice.InvoiceDate for timeline dates — SaveChangesAsync stamps CreatedAt but
+        // does not touch InvoiceDate, so we can seed distinct values that survive the save.
+        SeedInvoice(context, id: 1, customerId: 1, companyId: 1, total: 100m, amountPaid: 100m,
+            status: InvoiceStatus.Paid, invoiceDate: new DateTime(2026, 3, 1, 0, 0, 0, DateTimeKind.Utc));
+        SeedInvoice(context, id: 2, customerId: 1, companyId: 1, total: 200m, amountPaid: 0m,
+            status: InvoiceStatus.Sent, invoiceDate: new DateTime(2026, 1, 1, 0, 0, 0, DateTimeKind.Utc));
+        SeedInvoice(context, id: 3, customerId: 1, companyId: 1, total: 300m, amountPaid: 0m,
+            status: InvoiceStatus.Sent, invoiceDate: new DateTime(2026, 5, 1, 0, 0, 0, DateTimeKind.Utc));
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var timeline = view.ViewData["Timeline"] as List<CustomerTimelineEventDto>;
+
+        Assert.NotNull(timeline);
+        Assert.Equal(3, timeline.Count);
+        Assert.True(timeline[0].Date > timeline[1].Date, "First event should be the newest");
+        Assert.True(timeline[1].Date > timeline[2].Date, "Events should be descending");
+    }
+
+    // ── Details — tenant isolation ────────────────────────────────────────
+
+    [Fact]
+    public async Task Details_DoesNotIncludeJobsFromOtherCompanies()
+    {
+        await using var context = CreateContext();
+        SeedCustomer(context, id: 1, companyId: 1);
+        var status = SeedJobStatus(context, id: 1, isTerminal: false);
+        SeedJob(context, id: 1, customerId: 1, companyId: 1, statusId: status.Id, finalPrice: 500m);  // this company
+        SeedJob(context, id: 2, customerId: 1, companyId: 2, statusId: status.Id, finalPrice: 999m);  // other company
+        await context.SaveChangesAsync();
+
+        var controller = CreateController(context, companyId: 1);
+        var result = await controller.Details(id: 1);
+
+        var view = Assert.IsType<ViewResult>(result);
+        var stats = view.ViewData["CrmStats"] as CustomerLifetimeStatsDto;
+
+        Assert.NotNull(stats);
+        Assert.Equal(1, stats.TotalJobs);
+        Assert.Equal(500m, stats.AverageJobValue);
+    }
+
+    // ── Helpers ───────────────────────────────────────────────────────────
+
+    private static CustomersController CreateController(ApplicationDbContext context, int companyId)
+    {
+        var uow = new UnitOfWork(context);
+
+        // Tests cover CrmStats/Timeline logic, not DTO mapping — stub mapper to return a valid model
+        var mapperMock = new Mock<IMapper>();
+        mapperMock
+            .Setup(m => m.Map<CustomerDto>(It.IsAny<Customer>()))
+            .Returns((Customer c) => new CustomerDto { Id = c.Id, CompanyName = c.CompanyName, IsActive = c.IsActive });
+        var mapper = mapperMock.Object;
+
+        var tenantContext = new Mock<ITenantContext>();
+        tenantContext.Setup(t => t.GetCurrentCompanyId()).Returns(companyId);
+
+        var controller = new CustomersController(
+            uow,
+            mapper,
+            Mock.Of<ILogger<CustomersController>>(),
+            Mock.Of<INotificationService>(),
+            Mock.Of<ISubscriptionService>(),
+            tenantContext.Object,
+            CreateUserManagerMock().Object,
+            Mock.Of<IFinancialReportService>());
+
+        controller.ControllerContext = new ControllerContext
+        {
+            HttpContext = new DefaultHttpContext()
+        };
+
+        return controller;
+    }
+
+    private static void SeedCustomer(ApplicationDbContext context, int id, int companyId)
+    {
+        context.Customers.Add(new Customer
+        {
+            Id          = id,
+            CompanyId   = companyId,
+            CompanyName = $"Test Customer {id}",
+            IsActive    = true,
+            CreatedAt   = DateTime.UtcNow
+        });
+    }
+
+    private static JobStatusLookup SeedJobStatus(ApplicationDbContext context, int id, bool isTerminal)
+    {
+        var status = new JobStatusLookup
+        {
+            Id               = id,
+            StatusCode       = isTerminal ? "COMPLETED" : "IN_PROGRESS",
+            DisplayName      = isTerminal ? "Completed" : "In Progress",
+            DisplayOrder     = id,
+            IsTerminalStatus = isTerminal
+        };
+        context.JobStatusLookups.Add(status);
+        return status;
+    }
+
+    private static void SeedJob(
+        ApplicationDbContext context, int id, int customerId, int companyId, int statusId, decimal finalPrice)
+    {
+        context.Jobs.Add(new Job
+        {
+            Id          = id,
+            CompanyId   = companyId,
+            CustomerId  = customerId,
+            JobStatusId = statusId,
+            JobNumber   = $"JOB-0001-{id:D4}",
+            Description = $"Job {id}",
+            FinalPrice  = finalPrice,
+            CreatedAt   = DateTime.UtcNow
+        });
+    }
+
+    private static Job MakeJob(int id, int customerId, int companyId, int statusId, DateTime date) =>
+        new Job
+        {
+            Id          = id,
+            CompanyId   = companyId,
+            CustomerId  = customerId,
+            JobStatusId = statusId,
+            JobNumber   = $"JOB-0001-{id:D4}",
+            Description = $"Job {id}",
+            FinalPrice  = 100m,
+            CreatedAt   = date
+        };
+
+    private static void SeedInvoice(
+        ApplicationDbContext context, int id, int customerId, int companyId,
+        decimal total, decimal amountPaid, InvoiceStatus status,
+        DateTime? invoiceDate = null)
+    {
+        context.Invoices.Add(new Invoice
+        {
+            Id            = id,
+            CompanyId     = companyId,
+            CustomerId    = customerId,
+            InvoiceNumber = $"INV-0001-{id:D4}",
+            InvoiceDate   = invoiceDate ?? DateTime.UtcNow,
+            Total         = total,
+            AmountPaid    = amountPaid,
+            Status        = status
+        });
+    }
+
+    private static Mock<UserManager<ApplicationUser>> CreateUserManagerMock()
+    {
+        var store = new Mock<IUserStore<ApplicationUser>>();
+        return new Mock<UserManager<ApplicationUser>>(
+            store.Object, null!, null!, null!, null!, null!, null!, null!, null!);
+    }
+
+    private static ApplicationDbContext CreateContext()
+    {
+        var options = new DbContextOptionsBuilder<ApplicationDbContext>()
+            .UseInMemoryDatabase(Guid.NewGuid().ToString())
+            .Options;
+
+        // SuperAdmin principal: bypasses the CompanyId global query filter so all
+        // seeded rows are visible, matching the same approach in DepositsControllerTests.
+        var identity  = new ClaimsIdentity(new[] { new Claim(ClaimTypes.Role, "SuperAdmin") }, "Test");
+        var principal = new ClaimsPrincipal(identity);
+
+        byte[]? noBytes = null;
+        var sessionMock = new Mock<ISession>();
+        sessionMock.Setup(s => s.TryGetValue(It.IsAny<string>(), out noBytes)).Returns(false);
+
+        var httpContextMock = new Mock<HttpContext>();
+        httpContextMock.SetupGet(c => c.User).Returns(principal);
+        httpContextMock.SetupGet(c => c.Session).Returns(sessionMock.Object);
+
+        var accessor = new Mock<IHttpContextAccessor>();
+        accessor.SetupGet(a => a.HttpContext).Returns(httpContextMock.Object);
+
+        return new ApplicationDbContext(options, accessor.Object, null!);
+    }
+}