Fix formula export casing: use camelCase to match import property lookups

System.Text.Json defaults to PascalCase for anonymous types, producing
"Name"/"OutputMode" etc., while the import used TryGetProperty("name")
causing every template to fail with "no name". Adding CamelCase naming
policy aligns the export format with what the import expects.

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

src/PowderCoating.Application/Services/PricingCalculationService.cs

@@ -299,15 +299,14 @@ public class PricingCalculationService : IPricingCalculationService
         }
 
         // Custom formula items (FixedRate mode): the wizard evaluated the NCalc formula server-side
-        // and stored the result as ManualUnitPrice. The formula result IS the total price — it already
+        // and stored the per-item result as ManualUnitPrice. Multiply by Quantity for the total,
-        // incorporates any quantity-like fields the user entered (e.g. numWheels, numParts). Do NOT
+        // exactly like every other item type that uses ManualUnitPrice.
-        // multiply by Quantity again; doing so double-counts when the formula itself accounts for qty.
         // SurfaceAreaSqFt mode: ManualUnitPrice is null; the formula produced sqft which was stored
         // in SurfaceAreaSqFt, so the item falls through to the standard calculated path below.
         if (item.IsCustomFormulaItem && item.ManualUnitPrice.HasValue)
         {
-            var formulaTotal = item.ManualUnitPrice.Value;
+            var formulaUnitPrice = item.ManualUnitPrice.Value;
-            var formulaUnitPrice = item.Quantity > 0 ? formulaTotal / item.Quantity : formulaTotal;
+            var formulaTotal = formulaUnitPrice * item.Quantity;
             return new QuoteItemPricingResult
             {
                 MaterialCost  = 0,

src/PowderCoating.Web/Controllers/CompanySettingsController.cs

@@ -3043,6 +3043,141 @@ public class CompanySettingsController : Controller
         return Json(new { success = true, templates = dtos });
     }
 
+    /// <summary>Downloads all formula templates as a portable JSON backup file.</summary>
+    [HttpGet]
+    public async Task<IActionResult> ExportCustomItemTemplates()
+    {
+        if (!AllowCustomFormulas()) return Forbid();
+        var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
+        var templates = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId);
+
+        var export = new
+        {
+            exportedAt = DateTime.UtcNow,
+            version = 1,
+            templates = templates
+                .OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name)
+                .Select(t => new
+                {
+                    t.Name,
+                    t.Description,
+                    t.OutputMode,
+                    t.FieldsJson,
+                    t.Formula,
+                    t.DefaultRate,
+                    t.RateLabel,
+                    t.Notes,
+                    t.DisplayOrder,
+                    t.IsActive
+                })
+        };
+
+        var json = System.Text.Json.JsonSerializer.Serialize(export,
+            new System.Text.Json.JsonSerializerOptions
+            {
+                WriteIndented = true,
+                PropertyNamingPolicy = System.Text.Json.JsonNamingPolicy.CamelCase
+            });
+        var filename = $"formula-templates-{DateTime.UtcNow:yyyyMMdd}.json";
+        return File(System.Text.Encoding.UTF8.GetBytes(json), "application/json", filename);
+    }
+
+    /// <summary>
+    /// Imports formula templates from a JSON backup file produced by ExportCustomItemTemplates.
+    /// Templates whose name already exists in the company are skipped; all others are created.
+    /// </summary>
+    [HttpPost]
+    [ValidateAntiForgeryToken]
+    public async Task<IActionResult> ImportCustomItemTemplates(IFormFile file)
+    {
+        if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
+        if (file == null || file.Length == 0) return Json(new { success = false, message = "No file selected." });
+        if (!file.FileName.EndsWith(".json", StringComparison.OrdinalIgnoreCase))
+            return Json(new { success = false, message = "File must be a .json export file." });
+        if (file.Length > 512 * 1024)
+            return Json(new { success = false, message = "File is too large (max 512 KB)." });
+
+        string json;
+        using (var reader = new System.IO.StreamReader(file.OpenReadStream()))
+            json = await reader.ReadToEndAsync();
+
+        System.Text.Json.JsonElement root;
+        try
+        {
+            root = System.Text.Json.JsonDocument.Parse(json).RootElement;
+        }
+        catch
+        {
+            return Json(new { success = false, message = "Could not parse file — make sure it is a valid formula export." });
+        }
+
+        if (!root.TryGetProperty("templates", out var templatesEl) || templatesEl.ValueKind != System.Text.Json.JsonValueKind.Array)
+            return Json(new { success = false, message = "Invalid export format: missing \"templates\" array." });
+
+        var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
+        var existing = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId);
+        // Track names already in DB + names imported within this same file to prevent intra-file duplicates
+        var usedNames = existing.Select(t => t.Name.ToLowerInvariant()).ToHashSet();
+
+        int imported = 0, skipped = 0;
+        var skippedNames = new List<string>();
+        var errors = new List<string>();
+
+        foreach (var item in templatesEl.EnumerateArray())
+        {
+            try
+            {
+                var name = item.TryGetProperty("name", out var nEl) ? nEl.GetString() ?? "" : "";
+                if (string.IsNullOrWhiteSpace(name)) { errors.Add("Skipped one template with no name."); continue; }
+
+                if (usedNames.Contains(name.ToLowerInvariant()))
+                {
+                    skipped++;
+                    skippedNames.Add(name);
+                    continue;
+                }
+
+                var dto = new CreateCustomItemTemplateDto
+                {
+                    Name = name,
+                    Description = item.TryGetProperty("description", out var d) ? d.GetString() : null,
+                    OutputMode = item.TryGetProperty("outputMode", out var om) ? om.GetString() ?? "FixedRate" : "FixedRate",
+                    FieldsJson = item.TryGetProperty("fieldsJson", out var fj) ? fj.GetString() ?? "[]" : "[]",
+                    Formula = item.TryGetProperty("formula", out var f) ? f.GetString() ?? "" : "",
+                    DefaultRate = item.TryGetProperty("defaultRate", out var dr) && dr.ValueKind == System.Text.Json.JsonValueKind.Number ? dr.GetDecimal() : null,
+                    RateLabel = item.TryGetProperty("rateLabel", out var rl) ? rl.GetString() : null,
+                    Notes = item.TryGetProperty("notes", out var n) ? n.GetString() : null,
+                    DisplayOrder = item.TryGetProperty("displayOrder", out var dord) && dord.ValueKind == System.Text.Json.JsonValueKind.Number ? dord.GetInt32() : 0,
+                    IsActive = item.TryGetProperty("isActive", out var ia) && ia.ValueKind == System.Text.Json.JsonValueKind.True,
+                };
+
+                var fieldError = ValidateTemplateFields(dto.FieldsJson);
+                if (fieldError != null) { errors.Add($"\"{name}\": {fieldError}"); continue; }
+
+                var (normalizedFormula, formulaError) = _formulaAiService.NormalizeAndValidate(dto.Formula);
+                if (formulaError != null) { errors.Add($"\"{name}\": formula error &mdash; {formulaError}"); continue; }
+                dto.Formula = normalizedFormula;
+
+                var entity = _mapper.Map<CustomItemTemplate>(dto);
+                entity.CompanyId = companyId;
+                entity.CreatedAt = DateTime.UtcNow;
+                await _unitOfWork.CustomItemTemplates.AddAsync(entity);
+
+                usedNames.Add(name.ToLowerInvariant());
+                imported++;
+            }
+            catch (Exception ex)
+            {
+                errors.Add($"Unexpected error on one template: {ex.Message}");
+            }
+        }
+
+        if (imported > 0)
+            await _unitOfWork.CompleteAsync();
+
+        return Json(new { success = true, imported, skipped, skippedNames, errors });
+    }
+
     /// <summary>Creates a new formula template for the current company.</summary>
     [HttpPost]
     public async Task<IActionResult> CreateCustomItemTemplate([FromBody] CreateCustomItemTemplateDto dto)

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

@@ -2197,6 +2197,15 @@
                         <button type="button" class="btn btn-outline-secondary btn-sm" onclick="cfShowWalkthrough()">
                             <i class="bi bi-question-circle me-1"></i>How it works
                         </button>
+                        <a href="/CompanySettings/ExportCustomItemTemplates"
+                           class="btn btn-outline-secondary btn-sm"
+                           title="Download all templates as a JSON backup file">
+                            <i class="bi bi-download me-1"></i>Export
+                        </a>
+                        <button type="button" class="btn btn-outline-secondary btn-sm" onclick="cfShowImport()"
+                                title="Restore templates from a JSON backup file">
+                            <i class="bi bi-upload me-1"></i>Import
+                        </button>
                         <button type="button" class="btn btn-primary btn-sm" onclick="cfShowCreate()">
                             <i class="bi bi-plus-circle me-1"></i>New Template
                         </button>
@@ -2281,6 +2290,40 @@
     </div>
 </div>
 
+<!-- Custom Formula Import Modal -->
+<div class="modal fade" id="cfImportModal" tabindex="-1" aria-labelledby="cfImportModalLabel" aria-hidden="true">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title" id="cfImportModalLabel">
+                    <i class="bi bi-upload me-2"></i>Import Formula Templates
+                </h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <p class="text-muted small mb-3">
+                    Select a <code>.json</code> file previously exported from this page.
+                    Templates whose name already exists in your account will be skipped.
+                </p>
+                <div class="mb-3">
+                    <label class="form-label fw-semibold">Backup file <span class="text-danger">*</span></label>
+                    <input type="file" id="cfImportFile" class="form-control" accept=".json" />
+                </div>
+                <div id="cfImportResults" class="d-none">
+                    <hr />
+                    <div id="cfImportSummary"></div>
+                </div>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
+                <button type="button" class="btn btn-primary" id="cfImportBtn" onclick="cfSubmitImport()">
+                    <i class="bi bi-upload me-1"></i>Import
+                </button>
+            </div>
+        </div>
+    </div>
+</div>
+
 <!-- Custom Formula Walkthrough Modal -->
 <div class="modal fade" id="cfWalkthroughModal" tabindex="-1" aria-labelledby="cfWalkthroughLabel" aria-hidden="true">
     <div class="modal-dialog modal-lg modal-dialog-centered modal-dialog-scrollable">

src/PowderCoating.Web/wwwroot/js/company-settings-custom-formulas.js

@@ -4,6 +4,7 @@
 (function () {
     let cfFields = [];
     let cfEditing = false;
+    let cfFormDirty = false;
 
     // ── Load & Render ─────────────────────────────────────────────────────────
 
@@ -221,9 +222,11 @@
             document.getElementById('cfDiagramImg').src = `/CompanySettings/TemplateDiagram?templateId=${t.id}`;
             document.getElementById('cfDiagramPreview').style.display = '';
         }
+        cfFormDirty = false;
     }
 
     function cfResetForm() {
+        cfFormDirty = false;
         document.getElementById('cfId').value = '0';
         document.getElementById('cfName').value = '';
         document.getElementById('cfDescription').value = '';
@@ -528,6 +531,7 @@
                 });
             }
 
+            cfFormDirty = false;
             bootstrap.Modal.getInstance(document.getElementById('cfModal'))?.hide();
             cfLoadTemplates();
         } catch (e) {
@@ -862,4 +866,103 @@
         cfWtStep = i;
         cfRenderWtStep();
     };
+
+    // ── Import ────────────────────────────────────────────────────────────────
+
+    window.cfShowImport = function () {
+        document.getElementById('cfImportFile').value = '';
+        document.getElementById('cfImportResults').classList.add('d-none');
+        document.getElementById('cfImportSummary').innerHTML = '';
+        const btn = document.getElementById('cfImportBtn');
+        btn.disabled = false;
+        btn.innerHTML = '<i class="bi bi-upload me-1"></i>Import';
+        new bootstrap.Modal(document.getElementById('cfImportModal')).show();
+    };
+
+    window.cfSubmitImport = async function () {
+        const fileInput = document.getElementById('cfImportFile');
+        if (!fileInput.files.length) {
+            showCfError('Please select a .json export file first.');
+            return;
+        }
+
+        const btn = document.getElementById('cfImportBtn');
+        btn.disabled = true;
+        btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Importing&hellip;';
+
+        const form = new FormData();
+        form.append('file', fileInput.files[0]);
+        form.append('__RequestVerificationToken', getAntiForgeryToken());
+
+        try {
+            const res = await fetch('/CompanySettings/ImportCustomItemTemplates', { method: 'POST', body: form });
+            const data = await res.json();
+
+            const resultsEl = document.getElementById('cfImportResults');
+            const summaryEl = document.getElementById('cfImportSummary');
+            resultsEl.classList.remove('d-none');
+
+            if (!data.success) {
+                summaryEl.innerHTML = `<div class="alert alert-danger alert-permanent mb-0"><i class="bi bi-x-circle me-2"></i>${escHtml(data.message)}</div>`;
+                btn.disabled = false;
+                btn.innerHTML = '<i class="bi bi-upload me-1"></i>Import';
+                return;
+            }
+
+            let html = '';
+
+            if (data.imported > 0)
+                html += `<div class="alert alert-success alert-permanent mb-2"><i class="bi bi-check-circle me-2"></i><strong>${data.imported}</strong> template${data.imported !== 1 ? 's' : ''} imported successfully.</div>`;
+
+            if (data.skipped > 0) {
+                const names = (data.skippedNames || []).map(n => `<li>${escHtml(n)}</li>`).join('');
+                html += `<div class="alert alert-warning alert-permanent mb-2">
+                    <i class="bi bi-skip-forward me-2"></i><strong>${data.skipped}</strong> skipped &mdash; name already exists:
+                    <ul class="mb-0 mt-1 small">${names}</ul>
+                </div>`;
+            }
+
+            if (data.errors && data.errors.length) {
+                const items = data.errors.map(e => `<li>${escHtml(e)}</li>`).join('');
+                html += `<div class="alert alert-danger alert-permanent mb-2">
+                    <i class="bi bi-exclamation-triangle me-2"></i><strong>${data.errors.length}</strong> error${data.errors.length !== 1 ? 's' : ''}:
+                    <ul class="mb-0 mt-1 small">${items}</ul>
+                </div>`;
+            }
+
+            if (data.imported === 0 && data.skipped === 0 && (!data.errors || !data.errors.length))
+                html = '<div class="alert alert-info alert-permanent mb-0"><i class="bi bi-info-circle me-2"></i>The file contained no templates to import.</div>';
+
+            summaryEl.innerHTML = html;
+            btn.disabled = true;
+            btn.innerHTML = '<i class="bi bi-check me-1"></i>Done';
+
+            if (data.imported > 0) cfLoadTemplates();
+        } catch (e) {
+            showCfError('Import request failed: ' + e.message);
+            btn.disabled = false;
+            btn.innerHTML = '<i class="bi bi-upload me-1"></i>Import';
+        }
+    };
+
+    // ── Unsaved-changes guard ─────────────────────────────────────────────────
+
+    document.addEventListener('DOMContentLoaded', function () {
+        const modal = document.getElementById('cfModal');
+        if (!modal) return;
+
+        // Any user interaction inside the modal marks the form dirty
+        modal.addEventListener('input', function () { cfFormDirty = true; });
+        modal.addEventListener('change', function () { cfFormDirty = true; });
+
+        // Intercept backdrop click, ESC, and the X button when there is unsaved work
+        modal.addEventListener('hide.bs.modal', function (e) {
+            if (!cfFormDirty) return;
+            e.preventDefault();
+            if (confirm('You have unsaved changes. Close anyway and lose your work?')) {
+                cfFormDirty = false;
+                bootstrap.Modal.getInstance(modal)?.hide();
+            }
+        });
+    });
 })();