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@@ -1,180 +0,0 @@
|
||||
{
|
||||
"permissions": {
|
||||
"allow": [
|
||||
"Bash(dotnet build:*)",
|
||||
"Bash(dir:*)",
|
||||
"Bash(dotnet restore:*)",
|
||||
"Bash(dotnet clean:*)",
|
||||
"Bash(findstr:*)",
|
||||
"Bash(dotnet ef migrations add:*)",
|
||||
"Bash(dotnet ef migrations remove:*)",
|
||||
"Bash(ls:*)",
|
||||
"Bash(dotnet ef database update:*)",
|
||||
"Bash(sqlcmd:*)",
|
||||
"Bash(dotnet ef migrations script:*)",
|
||||
"Bash(dotnet run:*)",
|
||||
"Bash(timeout /t 15 dotnet run:*)",
|
||||
"Bash(timeout /t 10 /nobreak)",
|
||||
"Bash(ping:*)",
|
||||
"Bash(start /B dotnet run:*)",
|
||||
"Bash(test:*)",
|
||||
"Bash(dotnet ef migrations:*)",
|
||||
"Bash(grep:*)",
|
||||
"Bash(xargs -I {} bash -c 'echo \"\"=== {} ===\"\" && head -20 {} | grep -E \"\"class|Authorize\"\"')",
|
||||
"Bash(powershell:*)",
|
||||
"Bash(dotnet tool install:*)",
|
||||
"Bash(dotnet tool update:*)",
|
||||
"Bash(xargs:*)",
|
||||
"Bash(powershell -Command \"cd src\\\\PowderCoating.Web; dotnet ef migrations add UpdateQuoteForProspects --project ..\\\\PowderCoating.Infrastructure\")",
|
||||
"Bash(powershell -Command:*)",
|
||||
"Bash(taskkill:*)",
|
||||
"Bash(netstat:*)",
|
||||
"Bash(libman restore:*)",
|
||||
"Bash(./start-app.bat)",
|
||||
"Bash(dotnet-ef migrations add:*)",
|
||||
"Bash(dotnet-ef database update:*)",
|
||||
"Bash(./stop-app.bat)",
|
||||
"Bash(timeout /t 3 /nobreak)",
|
||||
"Bash(curl:*)",
|
||||
"Bash(if [ -f \"stop-app.bat\" ])",
|
||||
"Bash(then cmd.exe /c stop-app.bat)",
|
||||
"Bash(else echo \"stop-app.bat not found\")",
|
||||
"Bash(fi)",
|
||||
"Bash(powershell.exe -Command \"Unblock-File -Path 'src/PowderCoating.Web/dotnet-tools.json'\":*)",
|
||||
"Bash(powershell.exe -Command \"Get-Process | Where-Object {$_ProcessName -like ''*PowderCoating*''} | Stop-Process -Force\")",
|
||||
"Bash(powershell.exe:*)",
|
||||
"Bash(Select-String -Pattern \"error|Error\")",
|
||||
"Bash(Select-String -NotMatch \"warning\")",
|
||||
"Bash(tasklist:*)",
|
||||
"Bash(dotnet add package:*)",
|
||||
"Bash(start-process dotnet run:*)",
|
||||
"Bash(Select-Object -ExpandProperty Id)",
|
||||
"Bash(find:*)",
|
||||
"Bash(cmd.exe:*)",
|
||||
"Bash(dotnet ef dbcontext:*)",
|
||||
"Bash(handle \"PowderCoating.Web.pdb\")",
|
||||
"Bash(timeout:*)",
|
||||
"Bash(del /F \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\obj\\\\Debug\\\\net8.0\\\\PowderCoating.Web.pdb\")",
|
||||
"Bash(Select-String -Pattern \"Build succeeded|Build FAILED|error\")",
|
||||
"Bash(Select-Object -Last 10)",
|
||||
"Bash(del \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Infrastructure\\\\Migrations\\\\20260211031319_RemovePreexistingCatalogData.cs\" \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Infrastructure\\\\Migrations\\\\20260211031319_RemovePreexistingCatalogData.Designer.cs\")",
|
||||
"Bash(Select-String:*)",
|
||||
"Bash(Select-Object -Last 5)",
|
||||
"Bash(start-app.bat)",
|
||||
"Bash(dotnet script:*)",
|
||||
"Bash(dotnet list:*)",
|
||||
"Bash(dotnet new:*)",
|
||||
"Bash(stop-app.bat)",
|
||||
"Bash(dotnet watch run:*)",
|
||||
"Bash(cmd /c \"taskkill /F /PID 42108\")",
|
||||
"Bash(cmd /c start-app.bat)",
|
||||
"Bash(\"Y:/PCC/PowderCoatingApp/src/PowderCoating.Application/Services/PdfService.cs\":*)",
|
||||
"Bash(/y/PCC/PowderCoatingApp/src/PowderCoating.Application/Services/PdfService.cs:*)",
|
||||
"Bash(/tmp/remove_tempdata.pl:*)",
|
||||
"Bash(chmod:*)",
|
||||
"Bash(perl:*)",
|
||||
"Bash(done)",
|
||||
"Bash(cmd:*)",
|
||||
"Bash(tail:*)",
|
||||
"Bash(del:*)",
|
||||
"Bash(dotnet add:*)",
|
||||
"Bash(python3:*)",
|
||||
"Bash(Stop-Process:*)",
|
||||
"Bash(mv:*)",
|
||||
"Bash(dotnet tool:*)",
|
||||
"Bash(where libman:*)",
|
||||
"Bash(find \"Y:/PCC/PowderCoatingApp\" -type f \\\\\\( -name \"*template*\" -o -name \"*import*\" -o -name \"*export*\" \\\\\\) -iname \"*.csv\" -o -iname \"*.xlsx\" -o -iname \"*.xls\" 2>/dev/null | head -50)",
|
||||
"Bash(grep -n \"powderCostOverride\\\\|PowderCostOverride\\\\|pageMeta\\\\|quoteItems\\\\|existingItems\" \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Quotes/Create.cshtml\" | head -20\ngrep -n \"powderCostOverride\\\\|PowderCostOverride\\\\|pageMeta\\\\|quoteItems\\\\|existingItems\" \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Quotes/Edit.cshtml\" 2>/dev/null | head -20)",
|
||||
"Bash(cat /tmp/sdktest/Program.cs | xxd | head -20)",
|
||||
"Bash(cd /tmp/sdktest && rm -rf bin obj && cat Program.cs)",
|
||||
"Bash(cat /tmp/sdktest/Program.cs | xxd | head -5)",
|
||||
"WebSearch",
|
||||
"WebFetch(domain:github.com)",
|
||||
"WebFetch(domain:www.nuget.org)",
|
||||
"Bash(wmic process:*)",
|
||||
"Bash(grep -rn \"AI Photo\\\\|ai.*photo\\\\|photo.*quote\\\\|item-type\\\\|AiPhotoQuotes\\\\|ai_photo\" \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Quotes\\\\\" | grep -i \"photo\\\\|ai\" | head -20)",
|
||||
"Bash(sed -i 's|\"aiAnalyzeUrl\": \"@Url.Action\\(\\\\\"AiAnalyzeItem\\\\\", \\\\\"Quotes\\\\\"\\)\",|\"aiAnalyzeUrl\": \"@Url.Action\\(\\\\\"AiAnalyzeItem\\\\\", \\\\\"Quotes\\\\\"\\)\",\\\\n \"aiPhotoQuotesEnabled\": @Json.Serialize\\(\\(bool\\)\\(ViewBag.AiPhotoQuotesEnabled ?? true\\)\\),|g' \\\\\n \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Quotes\\\\Edit.cshtml\" \\\\\n \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Jobs\\\\Create.cshtml\" \\\\\n \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Jobs\\\\Edit.cshtml\")",
|
||||
"Bash(cp:*)",
|
||||
"Bash(dotnet fsi -e \":*)",
|
||||
"Read(//y/tmp/**)",
|
||||
"Bash(cp /c/Users/spoul/.nuget/packages/stripe.net/50.4.1/stripe.net.50.4.1.nupkg stripe.zip)",
|
||||
"Bash(unzip -o stripe.zip *.cs -d stripe_src)",
|
||||
"Bash(dotnet ef:*)",
|
||||
"Bash(Payment)",
|
||||
"Bash(Deposit \")",
|
||||
"Bash(node:*)",
|
||||
"WebFetch(domain:quickbooks.intuit.com)",
|
||||
"WebFetch(domain:www.saasant.com)",
|
||||
"WebFetch(domain:www.liveflow.com)",
|
||||
"WebFetch(domain:www.gentlefrog.com)",
|
||||
"WebFetch(domain:blog.coupler.io)",
|
||||
"WebFetch(domain:litextension.com)",
|
||||
"WebFetch(domain:www.dancingnumbers.com)",
|
||||
"WebFetch(domain:www.bizbooks.pro)",
|
||||
"WebFetch(domain:support.saasant.com)",
|
||||
"WebFetch(domain:support.getcount.com)",
|
||||
"WebFetch(domain:planergy.com)",
|
||||
"WebFetch(domain:www.wizxpert.com)",
|
||||
"WebFetch(domain:www.trykeep.com)",
|
||||
"WebFetch(domain:gentlefrog.com)",
|
||||
"WebFetch(domain:www.syscloud.com)",
|
||||
"WebFetch(domain:interopay.zendesk.com)",
|
||||
"WebFetch(domain:docs.d-tools.cloud)",
|
||||
"WebFetch(domain:paygration.com)",
|
||||
"Bash([ ! -d \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/$controller\" ])",
|
||||
"Bash(bash /tmp/check_actions.sh)",
|
||||
"Bash(bash /tmp/verify_endpoints.sh)",
|
||||
"Bash(bash /tmp/verify_services.sh)",
|
||||
"Read(//y/PCC/Deployments/**)",
|
||||
"Bash(mkdir -p \"Y:/PCC/Deployments\")",
|
||||
"Bash(dotnet-script -e \"using System.Reflection; var a = Assembly.LoadFrom\\(\\\\\"Anthropic.SDK.dll\\\\\"\\); var types = a.GetTypes\\(\\).Where\\(t => t.Name.Contains\\(\\\\\"Document\\\\\"\\) || t.Name.Contains\\(\\\\\"Content\\\\\"\\)\\).Select\\(t => t.Name\\).OrderBy\\(n => n\\); foreach\\(var t in types\\) Console.WriteLine\\(t\\);\")",
|
||||
"Bash(sort -t'-' -k3 -r)",
|
||||
"Bash(wsl grep:*)",
|
||||
"Bash(find src:*)",
|
||||
"Bash(dotnet csharp *)",
|
||||
"Read(//c/Users/spoul/.nuget/packages/stripe.net/50.4.1/lib/netstandard2.0/**)",
|
||||
"Bash(dotnet publish *)",
|
||||
"Bash(Compress-Archive -Path * -DestinationPath \"..\\\\deploy.zip\" -Force)",
|
||||
"Bash(az webapp *)",
|
||||
"Read(//y/PCC/**)",
|
||||
"Bash(Get-Date -Format 'yyyyMMdd_HHmmss')",
|
||||
"PowerShell(Get-Content *)",
|
||||
"PowerShell(dotnet build *)",
|
||||
"PowerShell(New-Item *)",
|
||||
"PowerShell(& \"Y:\\\\PCC\\\\PowderCoatingApp\\\\scripts\\\\generate-migration-script.ps1\")",
|
||||
"PowerShell(if \\(Test-Path \"Y:\\\\pcc\\\\deployment\\\\migrations.sql\"\\) { $f = Get-Item \"Y:\\\\pcc\\\\deployment\\\\migrations.sql\"; Write-Host \"File exists: $\\($f.Length\\) bytes\" } else { Write-Host \"File not created\" })",
|
||||
"Bash(git add *)",
|
||||
"Bash(git commit -m ' *)",
|
||||
"Bash(git push *)",
|
||||
"Bash(git commit *)",
|
||||
"Bash(git checkout *)",
|
||||
"Bash(git merge *)",
|
||||
"Bash(dotnet package *)",
|
||||
"Bash(dotnet test *)",
|
||||
"Bash(git rm *)",
|
||||
"Bash(git stash *)",
|
||||
"Bash(dotnet ef *)",
|
||||
"Bash(sqlcmd -S \".\\\\SQLEXPRESS\" -d PowderCoatingDb -Q \"SELECT Id, DisplayName, IsCoating, IsActive FROM InventoryCategoryLookups ORDER BY DisplayOrder\" -W)",
|
||||
"Skill(schedule)",
|
||||
"Bash(git -C \"//192.168.0.37/SCPSoftware/tmp/PowderCoatingApp-dev-perf\" log --oneline -10)",
|
||||
"Bash(git -C \"//192.168.0.37/SCPSoftware/tmp/PowderCoatingApp-dev-perf\" status --short)",
|
||||
"Bash(git *)",
|
||||
"Bash(get-childitem -Recurse -Filter \"QuotesController.cs\")",
|
||||
"Bash(Select-Object -ExpandProperty FullName)",
|
||||
"Bash(dotnet user-secrets *)",
|
||||
"Bash(Get-ChildItem -Path \"Y:\\\\PCC\\\\PowderCoatingApp\" -Directory)",
|
||||
"Bash(Select-Object Name)",
|
||||
"Bash(Get-Content *)",
|
||||
"Bash(python -c \"import json; data=json.load\\(open\\('prismatic_powders.json','r',encoding='utf-8'\\)\\); print\\(f'Total records: {len\\(data\\)}'\\); print\\('First record:'\\); print\\(json.dumps\\(data[0], indent=2\\)\\)\")",
|
||||
"Bash(python -c \"import json; data=json.load\\(open\\('prismatic_powders.json','r',encoding='utf-8'\\)\\); keys=list\\(data.keys\\(\\)\\); print\\('Top-level keys:', keys[:10]\\); first=data[keys[0]]; print\\('First record key:', keys[0]\\); print\\(json.dumps\\(first, indent=2\\)\\)\")",
|
||||
"PowerShell(Get-ChildItem *)",
|
||||
"PowerShell(Select-String *)",
|
||||
"Bash(Select-Object -First 20)",
|
||||
"PowerShell(node -e \"require\\('fs'\\).existsSync\\(require\\('path'\\).join\\(process.cwd\\(\\), 'node_modules', 'sharp'\\)\\) ? console.log\\('sharp ok'\\) : console.log\\('no sharp'\\)\")",
|
||||
"WebFetch(domain:www.powdercoatinglogix.com)",
|
||||
"PowerShell($bytes = [System.IO.File]::ReadAllBytes\\('src/PowderCoating.Web/Views/Jobs/Details.cshtml'\\); $text = [System.Text.Encoding]::UTF8.GetString\\($bytes\\); $idx = $text.IndexOf\\('hasPowderData'\\); $snippet = $text.Substring\\($idx - 20, 250\\); [System.Text.Encoding]::Unicode.GetBytes\\($snippet\\) | Format-Hex | Select-Object -First 30)",
|
||||
"PowerShell($dll = \"C:\\\\Users\\\\spoul\\\\.nuget\\\\packages\\\\questpdf\\\\2024.12.3\\\\lib\\\\net6.0\\\\QuestPDF.dll\"; $asm = [Reflection.Assembly]::LoadFile\\($dll\\); $asm.GetTypes\\(\\) | Where-Object { $_.Name -eq \"ContainerExtensions\" } | ForEach-Object { $_.GetMethods\\(\\) | Where-Object { $_.Name -match \"Canvas|Rotat|Layer\" } | Select-Object Name } | Sort-Object Name -Unique)",
|
||||
"PowerShell(Get-ChildItem \"C:\\\\Users\\\\spoul\\\\.nuget\\\\packages\\\\\" -ErrorAction SilentlyContinue | Where-Object { $_.Name -match \"quest|skia\" } | Select-Object Name)"
|
||||
]
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,27 @@
|
||||
#!/bin/sh
|
||||
# Pre-commit hook: block commits containing corrupted Unicode in .cshtml files.
|
||||
#
|
||||
# All corruption variants start with the UTF-8 byte sequence for a-circumflex
|
||||
# followed by euro-sign (bytes C3 A2 E2 82 AC), which is the first two chars
|
||||
# of every known corruption pattern. Grep for that byte sequence in staged files.
|
||||
|
||||
STAGED=$(git diff --cached --name-only | grep '\.cshtml$')
|
||||
if [ -z "$STAGED" ]; then
|
||||
exit 0
|
||||
fi
|
||||
|
||||
# $'\xc3\xa2\xe2\x82\xac' = UTF-8 bytes for a-circumflex + euro-sign
|
||||
CORRUPT=$(echo "$STAGED" | xargs grep -l $'\xc3\xa2\xe2\x82\xac' 2>/dev/null)
|
||||
|
||||
if [ -n "$CORRUPT" ]; then
|
||||
echo ""
|
||||
echo "ERROR: Corrupted Unicode characters detected in staged .cshtml files:"
|
||||
echo "$CORRUPT" | sed 's/^/ /'
|
||||
echo ""
|
||||
echo "Fix by running: .\\tools\\Fix-Encoding.ps1"
|
||||
echo "Then re-stage the files and commit again."
|
||||
echo ""
|
||||
exit 1
|
||||
fi
|
||||
|
||||
exit 0
|
||||
@@ -1,6 +1,11 @@
|
||||
## Ignore Visual Studio temporary files, build results, and
|
||||
## files generated by popular Visual Studio add-ons.
|
||||
|
||||
# Claude Code tool settings and build logs
|
||||
.claude/settings.local.json
|
||||
.claude/settings.json
|
||||
BuildLog*.txt
|
||||
|
||||
# User-specific files
|
||||
*.rsuser
|
||||
*.suo
|
||||
@@ -129,3 +134,7 @@ DataProtection-Keys/
|
||||
# Secrets
|
||||
appsettings.secrets.json
|
||||
*.pfx
|
||||
|
||||
# Local task tracking
|
||||
TODO.txt
|
||||
TODO.txt.bak
|
||||
|
||||
@@ -0,0 +1,571 @@
|
||||
# AGENTS.md
|
||||
|
||||
This file provides guidance to Codex (Codex.ai/code) when working with code in this repository.
|
||||
|
||||
## Project Overview
|
||||
|
||||
A production-ready ASP.NET Core 8.0 MVC application for managing powder coating business operations. The application implements Clean Architecture with six projects across three layers (Domain, Application, Infrastructure) plus two presentation layers (Web MVC, RESTful API).
|
||||
|
||||
## Essential Commands
|
||||
|
||||
### Building and Running
|
||||
|
||||
```bash
|
||||
# Build entire solution
|
||||
dotnet build
|
||||
|
||||
# Run web application (MVC)
|
||||
cd src/PowderCoating.Web
|
||||
dotnet run
|
||||
# Access at: https://localhost:58461
|
||||
|
||||
# Run web with auto-reload
|
||||
dotnet watch run
|
||||
|
||||
# Run API
|
||||
cd src/PowderCoating.Api
|
||||
dotnet run
|
||||
# Swagger UI at root URL
|
||||
|
||||
# Run tests
|
||||
dotnet test # All tests
|
||||
dotnet test tests/PowderCoating.UnitTests # Unit tests only
|
||||
dotnet test tests/PowderCoating.IntegrationTests # Integration tests only
|
||||
```
|
||||
|
||||
### Database Operations
|
||||
|
||||
```bash
|
||||
# All EF commands run from Web project directory
|
||||
cd src/PowderCoating.Web
|
||||
|
||||
# Create migration (must specify Infrastructure project)
|
||||
dotnet ef migrations add MigrationName --project ../PowderCoating.Infrastructure
|
||||
|
||||
# Apply migrations
|
||||
dotnet ef database update --project ../PowderCoating.Infrastructure
|
||||
|
||||
# Reset database (WARNING: deletes all data)
|
||||
dotnet ef database drop --project ../PowderCoating.Infrastructure
|
||||
dotnet ef database update --project ../PowderCoating.Infrastructure
|
||||
|
||||
# List migrations
|
||||
dotnet ef migrations list --project ../PowderCoating.Infrastructure
|
||||
|
||||
# Remove last migration (if not applied)
|
||||
dotnet ef migrations remove --project ../PowderCoating.Infrastructure
|
||||
```
|
||||
|
||||
### Default Credentials
|
||||
|
||||
```
|
||||
SuperAdmin (break glass): artemis@powdercoatinglogix.com / SuperAdmin123!
|
||||
SuperAdmin (seed): superadmin@powdercoatinglogix.com / SuperAdmin123!
|
||||
SuperAdmin (seed): spouliot@powdercoatinglogix.com / SuperAdmin123!
|
||||
Company Admin (seed): demo@powdercoatinglogix.com / CompanyAdmin123!
|
||||
```
|
||||
|
||||
## Architecture Overview
|
||||
|
||||
### Clean Architecture Layers
|
||||
|
||||
**Domain Layer (PowderCoating.Core)**
|
||||
- Contains business entities, enums, and repository interfaces
|
||||
- `BaseEntity` provides common properties for all entities (Id, CompanyId, CreatedAt, UpdatedAt, IsDeleted, audit fields)
|
||||
- All entities inherit from BaseEntity and support soft delete
|
||||
- No dependencies on other projects
|
||||
|
||||
**Application Layer (PowderCoating.Application)**
|
||||
- DTOs organized by domain (Customer, Job, Equipment, Inventory, Maintenance)
|
||||
- AutoMapper profiles with reverse mappings
|
||||
- Service interfaces (IFileService, etc.)
|
||||
- No UI or infrastructure dependencies
|
||||
|
||||
**Infrastructure Layer (PowderCoating.Infrastructure)**
|
||||
- `ApplicationDbContext` with global query filters for soft deletes and multi-tenancy
|
||||
- Generic `Repository<T>` implementing `IRepository<T>`
|
||||
- `UnitOfWork` implementing `IUnitOfWork` with lazy-loaded repositories
|
||||
- Seed data is triggered **manually** via Platform Management → Seed Data (not automatic on startup)
|
||||
|
||||
**Presentation Layers**
|
||||
- `PowderCoating.Web`: MVC application with Razor views, Bootstrap 5 UI
|
||||
- `PowderCoating.Api`: RESTful API with JWT authentication, Swagger documentation
|
||||
|
||||
### Key Design Patterns
|
||||
|
||||
**Repository Pattern**
|
||||
- Generic `Repository<T>` in Infrastructure
|
||||
- All CRUD operations, search, pagination, eager loading support
|
||||
- Soft delete with `SoftDeleteAsync()` method
|
||||
|
||||
**Unit of Work Pattern**
|
||||
- Coordinates multiple repositories
|
||||
- Transaction support: `BeginTransactionAsync()`, `CommitTransactionAsync()`, `RollbackTransactionAsync()`
|
||||
- Lazy instantiation of repositories
|
||||
- `SaveChangesAsync()` or `CompleteAsync()` to persist changes
|
||||
|
||||
**Dependency Injection**
|
||||
- All dependencies registered in `Program.cs`
|
||||
- Controllers inject `IUnitOfWork` and `IMapper`
|
||||
- Services are scoped to request lifetime
|
||||
|
||||
**Global Query Filters**
|
||||
- Soft deletes: All queries automatically filter `IsDeleted == false`
|
||||
- Multi-tenancy: Non-SuperAdmin users see only their company data
|
||||
- Bypass with `ignoreQueryFilters: true` parameter in repository methods
|
||||
|
||||
### Multi-Tenancy Implementation
|
||||
|
||||
- `CompanyId` foreign key on all business entities
|
||||
- `ITenantContext` injected into DbContext resolves current company
|
||||
- SuperAdmin role can view all companies
|
||||
- Global query filters enforce company isolation at database level
|
||||
- Users have both system role (SuperAdmin) and company role (CompanyAdmin, Manager, Worker, Viewer)
|
||||
|
||||
## Data Access Rules (ENFORCE THESE)
|
||||
|
||||
> **`ApplicationDbContext` is NEVER injected into a controller.**
|
||||
> All data access in controllers goes through `IUnitOfWork`. No exceptions outside the list below.
|
||||
> **This rule is enforced at startup:** `EnforceDataAccessArchitecture()` in `Program.cs` scans all
|
||||
> controllers at boot and throws if any non-exempt controller injects `ApplicationDbContext`.
|
||||
> Full rationale and permanent exceptions list: `docs/DATA_ACCESS_ARCHITECTURE.md`
|
||||
|
||||
### Three tiers — use the right one:
|
||||
|
||||
**Tier 1 — Simple CRUD** → `IUnitOfWork.EntityName` (generic `IRepository<T>`)
|
||||
```csharp
|
||||
var items = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
await _unitOfWork.Announcements.AddAsync(entity);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
```
|
||||
|
||||
**Tier 2 — Complex domain queries** → typed repositories on `IUnitOfWork`
|
||||
```csharp
|
||||
// Include chains and domain-specific queries belong in the repository, not the controller
|
||||
var job = await _unitOfWork.Jobs.LoadForDetailsAsync(id);
|
||||
var invoice = await _unitOfWork.Invoices.LoadForViewAsync(id);
|
||||
var quote = await _unitOfWork.Quotes.GetByApprovalTokenAsync(token);
|
||||
```
|
||||
Typed repositories: `IJobRepository`, `IInvoiceRepository`, `IQuoteRepository`,
|
||||
`ICustomerRepository`, `IBillRepository`, `IPurchaseOrderRepository`
|
||||
— defined in `Core/Interfaces/Repositories/`, implemented in `Infrastructure/Repositories/`
|
||||
|
||||
**Tier 3 — Aggregate/reporting queries** → injected read services
|
||||
```csharp
|
||||
// P&L, AR aging, cycle time, powder usage — shaped DTOs, never tracked entities
|
||||
var aging = await _financialReports.GetArAgingAsync(companyId);
|
||||
```
|
||||
Services: `IFinancialReportService`, `IOperationalReportService`
|
||||
— defined in `Core/Interfaces/Services/`, implemented in `Infrastructure/Services/`
|
||||
|
||||
### Permanent exceptions (ApplicationDbContext allowed — intentional, documented):
|
||||
`StripeWebhookController`, `WebhooksController`, `PaymentController`, `RegistrationController`,
|
||||
`DataExportController`, `AccountDataExportController`, `DataPurgeController`,
|
||||
`SystemInfoController`, `SystemLogsController`, `CompanyHealthController`
|
||||
|
||||
If you think you need a new exception, you almost certainly don't. Check the spec first.
|
||||
|
||||
---
|
||||
|
||||
## Data Access Patterns
|
||||
|
||||
### Common Controller Pattern
|
||||
|
||||
```csharp
|
||||
public class ExampleController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
|
||||
public ExampleController(IUnitOfWork unitOfWork, IMapper mapper)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
}
|
||||
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var entities = await _unitOfWork.Examples.GetAllAsync();
|
||||
var dtos = _mapper.Map<List<ExampleDto>>(entities);
|
||||
return View(dtos);
|
||||
}
|
||||
|
||||
[HttpPost]
|
||||
public async Task<IActionResult> Create(CreateExampleDto dto)
|
||||
{
|
||||
var entity = _mapper.Map<Example>(dto);
|
||||
await _unitOfWork.Examples.AddAsync(entity);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
public async Task<IActionResult> Delete(int id)
|
||||
{
|
||||
await _unitOfWork.Examples.SoftDeleteAsync(id);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
### Using Unit of Work Repositories
|
||||
|
||||
All entity repositories are available via `IUnitOfWork` properties:
|
||||
- `_unitOfWork.Customers`
|
||||
- `_unitOfWork.Jobs`
|
||||
- `_unitOfWork.JobItems`
|
||||
- `_unitOfWork.Quotes`
|
||||
- `_unitOfWork.InventoryItems`
|
||||
- `_unitOfWork.Equipment`
|
||||
- `_unitOfWork.MaintenanceRecords`
|
||||
- Plus additional entities (Suppliers, JobPhotos, JobNotes, etc.)
|
||||
|
||||
### Eager Loading Related Data
|
||||
|
||||
```csharp
|
||||
// Load customer with related data
|
||||
var customer = await _unitOfWork.Customers.GetByIdAsync(
|
||||
id,
|
||||
c => c.Jobs,
|
||||
c => c.Quotes,
|
||||
c => c.PricingTier
|
||||
);
|
||||
|
||||
// Find with predicate and includes
|
||||
var activeJobs = await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.Status != JobStatus.Completed,
|
||||
j => j.Customer,
|
||||
j => j.JobItems
|
||||
);
|
||||
```
|
||||
|
||||
### Pagination
|
||||
|
||||
```csharp
|
||||
var pagedJobs = await _unitOfWork.Jobs.GetPagedAsync(
|
||||
pageNumber: 1,
|
||||
pageSize: 25,
|
||||
j => j.Status == JobStatus.InPreparation,
|
||||
j => j.Customer
|
||||
);
|
||||
```
|
||||
|
||||
## Important Domain Concepts
|
||||
|
||||
### Job Lifecycle
|
||||
|
||||
Jobs progress through 16 statuses:
|
||||
1. **Pending** → Initial state
|
||||
2. **Quoted** → Quote generated
|
||||
3. **Approved** → Customer approved
|
||||
4. **InPreparation** → Job prep started
|
||||
5. **Sandblasting** → Surface prep
|
||||
6. **MaskingTaping** → Masking areas
|
||||
7. **Cleaning** → Pre-coat cleaning
|
||||
8. **InOven** → Pre-heating
|
||||
9. **Coating** → Applying powder
|
||||
10. **Curing** → Heat curing
|
||||
11. **QualityCheck** → Inspection
|
||||
12. **Completed** → Work finished
|
||||
13. **ReadyForPickup** → Awaiting customer
|
||||
14. **Delivered** → Job delivered
|
||||
15. **OnHold** → Paused
|
||||
16. **Cancelled** → Cancelled
|
||||
|
||||
**Job Priorities**: Low, Normal, High, Urgent, Rush (color-coded in UI)
|
||||
|
||||
### Customer Types
|
||||
|
||||
- **Commercial**: B2B customers with pricing tiers, credit limits
|
||||
- **Non-Commercial**: Individual customers, typically simpler pricing
|
||||
|
||||
### Inventory Management
|
||||
|
||||
**Transaction Types**: Purchase, Sale, Adjustment, Transfer, Return, Waste, Initial
|
||||
- All transactions tracked in `InventoryTransaction` entity
|
||||
- Reorder points trigger low-stock alerts
|
||||
|
||||
### Equipment & Maintenance
|
||||
|
||||
**Equipment Status**: Operational, NeedsMaintenance, UnderMaintenance, OutOfService, Retired
|
||||
**Maintenance Priority**: Low, Normal, High, Critical
|
||||
**Maintenance Status**: Scheduled, InProgress, Completed, Cancelled, Overdue
|
||||
|
||||
## Configuration Files
|
||||
|
||||
### Web Application (src/PowderCoating.Web/appsettings.json)
|
||||
|
||||
```json
|
||||
{
|
||||
"ConnectionStrings": {
|
||||
"DefaultConnection": "Server=.\\SQLEXPRESS;Database=PowderCoatingDb;Trusted_Connection=true;MultipleActiveResultSets=true;TrustServerCertificate=true"
|
||||
},
|
||||
"AppSettings": {
|
||||
"CompanyName": "Powder Coating Logix",
|
||||
"DefaultQuoteValidityDays": 30,
|
||||
"DefaultPaymentTerms": "Net 30",
|
||||
"TaxRate": 0.0,
|
||||
"Currency": "USD",
|
||||
"TrialPeriodDays": 7,
|
||||
"QuoteApprovalTokenDays": 30
|
||||
},
|
||||
"AI": {
|
||||
"Anthropic": {
|
||||
"ApiKey": "your-anthropic-api-key-here"
|
||||
}
|
||||
},
|
||||
"SendGrid": { ... },
|
||||
"Stripe": { ... },
|
||||
"Storage": { ... }
|
||||
}
|
||||
```
|
||||
|
||||
**AI uses Anthropic Codex Sonnet 4.6** (`Codex-sonnet-4-6`) — NOT OpenAI. The `AI:Anthropic:ApiKey` config key is what the AI photo quoting and AI scheduling services read.
|
||||
|
||||
### API (src/PowderCoating.Api/appsettings.json)
|
||||
|
||||
```json
|
||||
{
|
||||
"JwtSettings": {
|
||||
"SecretKey": "CHANGE-THIS-TO-YOUR-OWN-SECRET-KEY-AT-LEAST-32-CHARACTERS",
|
||||
"Issuer": "PowderCoatingAPI",
|
||||
"Audience": "PowderCoatingMobileApp",
|
||||
"ExpirationMinutes": 1440
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
### Launch Settings (src/PowderCoating.Web/Properties/launchSettings.json)
|
||||
|
||||
Default ports:
|
||||
- HTTPS: 58461
|
||||
- HTTP: 58462
|
||||
|
||||
## Authentication & Authorization
|
||||
|
||||
### System Roles
|
||||
- **SuperAdmin**: Platform-wide access, sees all companies and deleted records
|
||||
- **Administrator**: Company admin
|
||||
- **Manager**: Operations management
|
||||
- **Employee**: Create/edit jobs and quotes
|
||||
- **ShopFloor**: Update job status
|
||||
- **ReadOnly**: View-only access
|
||||
|
||||
### Custom Authorization Policies
|
||||
|
||||
Defined in `PowderCoating.Shared/Constants/AppConstants.cs`:
|
||||
- `RequireAdministratorRole`
|
||||
- `CanManageJobs`
|
||||
- `CanManageInventory`
|
||||
- `CanManageUsers`
|
||||
- `CanViewData`
|
||||
|
||||
Apply with `[Authorize(Policy = "PolicyName")]` on controllers/actions.
|
||||
|
||||
### JWT Authentication (API Only)
|
||||
|
||||
API uses JWT Bearer tokens. Web uses cookie-based Identity authentication.
|
||||
|
||||
## AutoMapper Configuration
|
||||
|
||||
AutoMapper is registered as singleton in `Program.cs`:
|
||||
```csharp
|
||||
builder.Services.AddSingleton(provider => new MapperConfiguration(cfg =>
|
||||
{
|
||||
cfg.AddMaps(typeof(ApplicationAssemblyMarker).Assembly);
|
||||
}).CreateMapper());
|
||||
```
|
||||
|
||||
All profiles in `Application/Mappings/` are auto-discovered. Profiles include reverse mappings for entity ↔ DTO conversion.
|
||||
|
||||
## Logging
|
||||
|
||||
Serilog configured to write:
|
||||
- Console (structured logs)
|
||||
- File: `logs/powdercoating-{Date}.txt` (rolling daily)
|
||||
|
||||
Access via constructor injection:
|
||||
```csharp
|
||||
private readonly ILogger<ExampleController> _logger;
|
||||
```
|
||||
|
||||
## Common Development Tasks
|
||||
|
||||
### Adding a New Entity
|
||||
|
||||
1. Create entity class in `Core/Entities/` inheriting from `BaseEntity`
|
||||
2. Add DbSet to `ApplicationDbContext`
|
||||
3. Register repository property in `IUnitOfWork` interface
|
||||
4. Add lazy-loaded property in `UnitOfWork` implementation
|
||||
5. Create migration: `dotnet ef migrations add AddEntityName --project ../PowderCoating.Infrastructure`
|
||||
6. Apply migration: `dotnet ef database update --project ../PowderCoating.Infrastructure`
|
||||
|
||||
### Adding a New Controller
|
||||
|
||||
1. Create DTOs in `Application/DTOs/`
|
||||
2. Create AutoMapper profile in `Application/Mappings/`
|
||||
3. Create controller in `Web/Controllers/`
|
||||
4. Create views in `Web/Views/[ControllerName]/`
|
||||
5. Add navigation link in `Views/Shared/_Layout.cshtml`
|
||||
|
||||
### Working with Soft Deletes
|
||||
|
||||
```csharp
|
||||
// Soft delete (sets IsDeleted = true)
|
||||
await _unitOfWork.Customers.SoftDeleteAsync(id);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// Physical delete (use sparingly)
|
||||
await _unitOfWork.Customers.DeleteAsync(entity);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// Include deleted records in query
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync(ignoreQueryFilters: true);
|
||||
```
|
||||
|
||||
### Bypassing Multi-Tenancy Filters
|
||||
|
||||
Only for SuperAdmin users:
|
||||
```csharp
|
||||
// See all companies' data
|
||||
var allJobs = await _unitOfWork.Jobs.GetAllAsync(ignoreQueryFilters: true);
|
||||
```
|
||||
|
||||
## Implemented Modules
|
||||
|
||||
All modules below are fully implemented with controllers, views, and migrations applied.
|
||||
|
||||
### Operations
|
||||
- **Jobs** — full lifecycle (16 statuses), worker assignment, time entries, rework tracking, shop access codes, job templates
|
||||
- **Quotes** — multi-item pricing engine, AI Photo Quoting (Anthropic Codex Sonnet 4.6), quote-to-job conversion, customer approval portal, online payment
|
||||
- **Invoices** — create from job, partial payments, voids, PDF download, email send; 1:1 Job→Invoice enforced by unique index
|
||||
- **Deposits** — record against customer/job/quote; auto-applied to invoices on creation; receipt PDF via QuestPDF
|
||||
- **Customers** — commercial and non-commercial types, pricing tiers, tax exempt flag + certificate upload, credit limits
|
||||
- **Oven Scheduler** — batch jobs into named ovens, capacity planning, suggested batches
|
||||
|
||||
### Inventory & Purchasing
|
||||
- **Inventory** — stock tracking, transactions, reorder alerts, powder coverage/efficiency fields
|
||||
- **Vendors** — supplier management, payment terms, linked to inventory items
|
||||
- **Purchase Orders** — create/submit/receive POs, convert to vendor bills
|
||||
- **Accounts Payable** — vendor bills, AP ledger, payment tracking
|
||||
|
||||
### Shop Management
|
||||
- **Shop Workers** — roles (Coater, Sandblaster, etc.), assignment to jobs and maintenance tasks
|
||||
- **Equipment & Maintenance** — equipment status lifecycle, scheduled/completed maintenance records
|
||||
- **Catalog Items** — pre-priced service catalog with default prices
|
||||
- **Pricing Tiers** — customer discount tiers; use `CompanyAdminOnly` policy (not `RequireAdministratorRole`)
|
||||
|
||||
### Billing & Payments
|
||||
- **Stripe** — subscription plans, checkout sessions, customer portal, webhooks (`/stripe/webhook`)
|
||||
- **Stripe Connect** — embedded payments, OAuth flow for tenant onboarding
|
||||
- **Twilio SMS** — `ISmsService` fully implemented; webhook at `POST /Webhooks/TwilioSms`
|
||||
|
||||
### Platform (SuperAdmin only)
|
||||
- **Platform Users** — create/manage SuperAdmin accounts
|
||||
- **Companies** — view/manage all tenant companies
|
||||
- **Seed Data** — manual seeding via Platform Management UI (not automatic)
|
||||
- **Subscription Plans** — `SubscriptionPlanConfig` controls per-plan limits and pricing
|
||||
|
||||
### Other
|
||||
- **Help Center** — 14 fully-written articles at `Views/Help/`
|
||||
- **Setup Wizard** — 10-step onboarding wizard at `SetupWizardController`
|
||||
- **Reports** — 24 report actions including P&L, AR Aging, Powder Usage, Job Cycle Time, PDF exports
|
||||
- **Gift Certificates** — issue, redeem, track balance
|
||||
- **Announcements** — platform-wide announcements to tenants
|
||||
|
||||
### Key Pricing Rules
|
||||
- Custom powder (no inventory item + `PowderToOrder` > 0): charge for the **full ordered quantity**, not just calculated usage
|
||||
- In-stock inventory powder: charge for calculated usage only (surface area × lbs/sqft × unit cost)
|
||||
- Tax exempt customers (`Customer.IsTaxExempt`): `TaxPercent` defaults to 0 on quote and invoice create; customer dropdown marks exempt customers with ★
|
||||
|
||||
### Pricing Routing Flags — Must Stay In Sync Across All Three Layers
|
||||
|
||||
`PricingCalculationService.CalculateQuoteItemPriceAsync` routes each item to the correct pricing path using boolean flags. **These flags MUST exist identically on `QuoteItem`, `JobItem`, and `CreateQuoteItemDto`, AND be mapped in all three `JobItemAssemblyService.CreateJobItem` overloads.**
|
||||
|
||||
| Flag | Effect if missing on JobItem |
|
||||
|------|------------------------------|
|
||||
| `IsAiItem` | Job repriced as calculated item; oven cost double-charged on every save |
|
||||
| `IsGenericItem` | ManualUnitPrice ignored; price recalculated from surface area |
|
||||
| `IsLaborItem` | Item repriced at surface-area rate instead of hours × labor rate |
|
||||
| `IsSalesItem` | ManualUnitPrice ignored; item repriced using coat/surface math |
|
||||
|
||||
**Checklist when adding a new pricing routing flag:**
|
||||
1. Add the property to `QuoteItem` (Core/Entities)
|
||||
2. Add the property to `JobItem` (Core/Entities)
|
||||
3. Add it to `CreateQuoteItemDto` (Application/DTOs)
|
||||
4. Add it to `JobItemSeed` (private class in JobItemAssemblyService)
|
||||
5. Map it in all three `JobItemAssemblyService.CreateJobItem` overloads
|
||||
6. Include it in every `existingItemsData` JSON block in job views (`Edit.cshtml`, `EditItems.cshtml`) and in all job controller actions that build `CreateQuoteItemDto` from a `JobItem`
|
||||
7. Add a migration if the field is new on a persisted entity
|
||||
8. The structural test `PricingRoutingFlags_ExistOnBothQuoteItemAndJobItem` in `JobItemAssemblyServiceTests` will fail until steps 1–3 are done — this is intentional
|
||||
|
||||
### Branding
|
||||
- Application name: **Powder Coating Logix**
|
||||
- PCL logo: `wwwroot/images/pcl-logo.png` — used in sidebar header (when no tenant logo), login/register pages, sidebar footer
|
||||
- Sidebar footer always shows PCL logo linking to `http://www.powdercoatinglogix.com`
|
||||
- Tenant companies can upload their own logo (stored in Azure Blob `companylogos` container); it replaces the PCL logo in the sidebar header
|
||||
|
||||
## Known Issues
|
||||
|
||||
- Entity Framework warnings about global query filters on related entities (non-critical, informational only)
|
||||
|
||||
## File Upload Configuration
|
||||
|
||||
Limits defined in `AppConstants.cs`:
|
||||
- Max file size: 10 MB
|
||||
- Allowed extensions: jpg, jpeg, png, gif, pdf, doc, docx, xls, xlsx
|
||||
|
||||
## Testing Strategy
|
||||
|
||||
- **Unit Tests**: Test business logic in isolation
|
||||
- **Integration Tests**: Test full request pipeline with test database
|
||||
- Use xUnit framework
|
||||
- Mock `IUnitOfWork` in unit tests
|
||||
|
||||
## Extending the System
|
||||
|
||||
### Adding AI Features
|
||||
|
||||
AI uses Anthropic Codex Sonnet 4.6 via `IAiQuoteService`. Configure the key under `AI:Anthropic:ApiKey` in `appsettings.json`.
|
||||
1. Create service interface in `Application/Interfaces/`
|
||||
2. Implement in `Infrastructure/Services/` calling the Anthropic client
|
||||
3. Inject into controllers via DI
|
||||
|
||||
### SignalR Hubs
|
||||
|
||||
Two hubs are already implemented and mapped in `Program.cs`:
|
||||
- `NotificationHub` → `/hubs/notifications` (company-scoped push notifications)
|
||||
- `ShopHub` → `/hubs/shop` (real-time shop floor updates)
|
||||
|
||||
To add a new hub:
|
||||
1. Create hub class in `Web/Hubs/`
|
||||
2. Map hub in `Program.cs`: `app.MapHub<YourHub>("/hubpath")`
|
||||
3. Use JavaScript client in views to connect
|
||||
|
||||
### Adding API Endpoints
|
||||
|
||||
1. Create controller in `Api/Controllers/` with `[ApiController]` attribute
|
||||
2. Return `ActionResult<T>` types
|
||||
3. Use `[Authorize]` for protected endpoints
|
||||
4. Document with XML comments for Swagger
|
||||
|
||||
## Project Dependencies
|
||||
|
||||
Key NuGet packages:
|
||||
- **AutoMapper 16.0.0**: Entity-to-DTO mapping
|
||||
- **Entity Framework Core 8.0.11**: ORM and database access
|
||||
- **Serilog.AspNetCore 8.0.3**: Structured logging
|
||||
- **Microsoft.AspNetCore.Identity.UI 8.0.11**: Authentication
|
||||
- **Swashbuckle.AspNetCore 7.2.0**: API documentation (API project)
|
||||
|
||||
## Security Considerations
|
||||
|
||||
- Password requirements: 8+ chars, uppercase, lowercase, digit
|
||||
- HTTPS enforced in production
|
||||
- SQL injection prevented by EF Core parameterization
|
||||
- XSS protection via Razor encoding
|
||||
- CSRF tokens on all forms (automatic with ASP.NET Core)
|
||||
- Sensitive settings (connection strings, API keys) should use User Secrets in development and Azure Key Vault in production
|
||||
|
||||
## Active design work
|
||||
A visual redesign is in progress. If the user asks about UI changes, dashboard/jobs/board styling, or the new design tokens, read `design_handoff_pcl_redesign/README.md` and follow `design_handoff_pcl_redesign/AGENTS.md` for that work.
|
||||
@@ -1,226 +0,0 @@
|
||||
Shop Management App TO DO List
|
||||
==============================
|
||||
-Add feature to prep for events where we can generate coupons or gift certificates in bulk
|
||||
|
||||
Duplication refactor memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
|
||||
|
||||
Current memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
|
||||
|
||||
|
||||
|
||||
-Google review request email after a job
|
||||
-Check my ChatGPT chat about surface area for a few solid ideas for the system
|
||||
-Fix up approve/decline messages between customer and user on quote approval feature
|
||||
|
||||
Done and need testing
|
||||
=====================
|
||||
-Add sorting to all grids
|
||||
-Add searching to all grids
|
||||
-Add Workers to the system
|
||||
-Allow jobs to be assigned to workers
|
||||
-Add Shop Job Board display to show in the shop
|
||||
-Added quick edits on a few pages
|
||||
-Fix job page customer drop down. It's only showing business names and not individuals
|
||||
-Add country drop down on customer edit and add pages
|
||||
-Conver customer once quote accepted not complete
|
||||
-Add Dashboard page
|
||||
-Low Inventory Warnings display
|
||||
-Overdue jobs
|
||||
-Todays Jobs
|
||||
-new quote button on customer page doesnt pre-select customer
|
||||
-Add customer job history page
|
||||
-Profiles can now change from a light theme to a dark theme as well as other appearance changes
|
||||
-Date format can be customized per profile
|
||||
-Timezone can now be changed per profile
|
||||
-Have company logos stored in the database with the other company information
|
||||
-Add Company Name under Logo in navbar
|
||||
-Make logo bigger
|
||||
-Update create quote page to show names of individual customers or company name depending on which type it is
|
||||
-Validate that the company has entered operating costs before allowing the quote page to be loaded
|
||||
-Make phone number and contact required on quotes for new prospects
|
||||
-Move the create quote button to the right side of the screen to be consistent with other pages
|
||||
-Add setting for tax exempt on customer
|
||||
-Added tax certificate upload as well
|
||||
-Add shop minimum to quoting system and company settings
|
||||
-Add Rush Job Fee (customizable in company settings)
|
||||
-Add ability to quick change the status on the job listing and record who changed the status.
|
||||
-Deactivating company should NOT allow any users to login at all.
|
||||
-Allow superadmins to create company users/managers
|
||||
-Add a print quote button
|
||||
-Add a download PDF button for quotes
|
||||
-When adding users, also create worker records
|
||||
-Add quick update to all view pages
|
||||
-Add Mobile layouts
|
||||
-Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
|
||||
-Add ability to upload job photos
|
||||
-Allow photo uploads for jobs before and after photos
|
||||
-Added Log Viewer
|
||||
-Added Seed Data option for super admins that will assist during testing
|
||||
-Add an item list with prices for repeat parts and such
|
||||
-Add manual data seeding that super admins can use to seed a company one at a time if needed
|
||||
-Add Log Viewer for Super Admins
|
||||
-Quotes cleaned up quite a bit and calculations and style changed
|
||||
-Approving a Quote will now auto-create a Job and link back to the quote it came from.
|
||||
-Job Items now appear on the Job Screen with the line items from the quote
|
||||
-Job items can be edited
|
||||
-Add a way to convert a quote into a job
|
||||
-Add multiple item types to add to a quote
|
||||
1. Pre-Defined item that we can choose from our product list
|
||||
2. Batch items where we enter the square footage manually as well as the quantity
|
||||
-Add Quickbooks import for customers and price lists (Desktop and Online)
|
||||
-Custom Order Powder not saving or displaying properly on quuote page
|
||||
-Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
|
||||
-Add Randomizer Wheel
|
||||
-Add Quickbooks format export for
|
||||
-Customers
|
||||
-Product Catalog
|
||||
-Invoices
|
||||
-Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
|
||||
-Add a Shop Supplies operating cost that will be used on quote calculations
|
||||
-Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up.
|
||||
-Update everywhere that uses tax rate to read and use this setting
|
||||
-Add ability to export a full price list for known items
|
||||
-Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
|
||||
-Update the inventory screen to not duplicate color name fields and the like
|
||||
-Add option for metric system
|
||||
-Add Bulk Upload for
|
||||
-Powder
|
||||
-Product Catalog
|
||||
-Customer Data
|
||||
-Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
|
||||
-Allow shops to put employee days off on the calendar as well
|
||||
-Fix and Verify user permissions are honored
|
||||
-Run a full security check on the application
|
||||
-Add support for multi stage coatings on an item
|
||||
-Fix Seed Data routines to track errors better and continue past error imports
|
||||
-Add ability to complete a job and enter actual time and materials used
|
||||
-Add export for all data to CSV format
|
||||
-Check calendar resizing with the browser. It's off a bit
|
||||
-Add ability to apply discounts
|
||||
-Remove powder from inventory when completeing a job
|
||||
-Add color change ability for appointment types
|
||||
-Add code to honor the rush charge on a quote
|
||||
-Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
|
||||
-Add ability to add sq ft to product catalog item for powder estimation
|
||||
-Add better UX design for validation errors and such
|
||||
Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box
|
||||
- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"
|
||||
Option 2: Add inline validation (more complex)
|
||||
- Show error messages right next to the problematic field
|
||||
- Better UX but requires adding validation spans to dynamic fields
|
||||
|
||||
Option 3: Toast notifications (requires new library/code)
|
||||
- Modern popup notifications for success/error messages
|
||||
- Would need to add a toast library (like Toastr) and wire it up
|
||||
-Add Import/Export for Company Settings
|
||||
-Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
|
||||
-Allow recurring scheduled maintenance
|
||||
-Let's show scheduled maintenence on the job schedule as well. At the top of the screen
|
||||
-Make sure maintenence shows on the calendar list view.
|
||||
-Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
|
||||
-Add support for multiple ovens in operating costs
|
||||
-Display oven selected on quote and job detail pages
|
||||
-Allow user to choose an oven on a quote, and have it follow through to a job
|
||||
-Check for any old and outdated code and DB fields!
|
||||
-Add ability to email a quote
|
||||
-Add email capabilities
|
||||
-Add search on super admin companies screen
|
||||
-Set limits on job photos per app tier
|
||||
-Check subscription signup page to make sure the selected subscription is actually saved.
|
||||
-Don't seed the product catalog on a new user
|
||||
-Check to make sure subscription page has quotes and all fields on it
|
||||
-Allow customizing of the quote sheets and invoices (If we do them)
|
||||
-Add feature to allow username changes
|
||||
-Fix quickbooks imports based on files Colton sent
|
||||
-Add thicker border around input fields to signify they are text boxes
|
||||
-Check to make sure emails get sent when a quote is created
|
||||
-Add buttons to send emails manually if needed
|
||||
-Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
|
||||
-Add ability to modify items on jobs
|
||||
-Swap quoting page to use modals to add items to segregate it a bit better.
|
||||
-Build account ledger/transaction summary view
|
||||
-Add security for financial pages
|
||||
-Allow opening balances for accounts
|
||||
-Create P&L and other reports
|
||||
-Allow receipet upload on expenses and bills
|
||||
-Download PDF for invoices throws and error
|
||||
-Emailing invoice doesn't seem to trigger
|
||||
-When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
|
||||
-When doing anything that sends mail, prompt the user to alert them a message will be sent
|
||||
-Create a setup wizard for new users that will walk through system setup. Allow re-running later.
|
||||
-Check Workflow steps in wizard, might need adjusting
|
||||
-Account Summary, use permanent alert for info message at bottom
|
||||
-Add steps so that the new user can customize the data lookups and re-order them
|
||||
-Reorder menu to work better
|
||||
-Add ability to print a job invoice once completed
|
||||
-Add ability to email a job invoice
|
||||
-Integrate invoicing/billing/reports
|
||||
-Add customer portal to approve quotes from a link for now. We can do a full login later.
|
||||
-Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
|
||||
-Add tagging options for quotes and jobs (user driven)
|
||||
-Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good
|
||||
description of WHY the user should add some tags though.
|
||||
-Inventory forecasting might be worth looking into
|
||||
-Build some AI powder usage predictions into the system
|
||||
-AI Production Scheduling - Batching enough parts together to fill the oven automagically
|
||||
-Update dashboard to show some $$$ fields
|
||||
-Update Setup Wizard
|
||||
-Update the Setup Checklist
|
||||
-Modify system to keep running balances of all accounts
|
||||
- Make sure ALL job updates refresh the Shop Display
|
||||
-Add multiple item types to add to a quote
|
||||
AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
|
||||
-Integration with stripe or square to accept online paymens from our users customers.
|
||||
-AI Assistant for help
|
||||
-Allow customer filtering on quotes and jobs
|
||||
-New job page blanks when validation fails
|
||||
-Can we keep track of which users have completed the setup wizard?
|
||||
-Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in.
|
||||
-Allow printing blank work orders (model after the SCP Powder Coating blank work order)
|
||||
-IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
|
||||
-Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
|
||||
-Add images to product catalog items for easily identification of parts
|
||||
-Look into possibly having AI scan a product catalog and suggest prices for items.
|
||||
-Add Oven and Add Blasting Setup don't work in Setup Wizard
|
||||
-When scanning inventory QR Code, there is no cancel button
|
||||
-Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
|
||||
-Add SMS capabilities
|
||||
-Lookup not working 100% correct. If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
|
||||
-Lookup Modal not showing ALL matches. Maybe make scrollable
|
||||
-Pickup cure information from TDS Sheet if not found by AI Search
|
||||
-ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible. It's not clear that new info has been added to the modal for all customers
|
||||
-Inventory Lookup not always finding price for Columbia Coatings
|
||||
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
|
||||
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
|
||||
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
|
||||
|
||||
5/7/2026
|
||||
-When editing a job/quote item from catalog, pre-select the item chosen please
|
||||
-Move buttons to right side of job details page
|
||||
-When completing a job, pull in powder usage already entered
|
||||
-Fix invoice due date to match terms selected
|
||||
-Invoice Status should not show on PDF unless PAID
|
||||
-If we start with a job, shop supplies is not being added to the items
|
||||
-If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
|
||||
-Customer approval page doesn't show all charges (Oven time missing?)
|
||||
-Time Logging default user to logged in user
|
||||
-Add Print Invoice button or allow viewing the PDF
|
||||
-If an invoice is voided, I cant create a new one from a job. Show voided invoice as history, but allow creating a new one.
|
||||
-If a completed job is changed after an invoice is created, we need to update the invoice. Also need to be able to modify an invoice to add a discount or similar after it's created
|
||||
-Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
|
||||
-Support entering multiple email addresses (comma seperated) in each field
|
||||
-If no email on file, then prompt for address to send to.
|
||||
-When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
|
||||
-When choosing a prospect for a quote, we need way to consent and enable SMS for them
|
||||
|
||||
Ideas Removed
|
||||
=======================
|
||||
-Add Deactivate Customer button on Customer Detail page
|
||||
|
||||
|
||||
Logins:
|
||||
rich@r2r.com/Ragz2Richs123!
|
||||
|
||||
rich@cannon.com/Cannon123!
|
||||
-226
@@ -1,226 +0,0 @@
|
||||
Shop Management App TO DO List
|
||||
==============================
|
||||
-When editing a job/quote item from catalog, pre-select the item chosen please
|
||||
-Move buttons to right side of job details page
|
||||
-When completing a job, pull in powder usage already entered
|
||||
-Fix invoice due date to match terms selected
|
||||
-Invoice Status should not show on PDF unless PAID
|
||||
-If we start with a job, shop supplies is not being added to the items
|
||||
-If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
|
||||
-Customer approval page doesn't show all charges (Oven time missing?)
|
||||
-Time Logging default user to logged in user
|
||||
-Add Print Invoice button or allow viewing the PDF
|
||||
-If an invoice is voided, I cant create a new one from a job. Show voided invoice as history, but allow creating a new one.
|
||||
-If a completed job is changed after an invoice is created, we need to update the invoice. Also need to be able to modify an invoice to add a discount or similar after it's created
|
||||
-Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
|
||||
-Support entering multiple email addresses (comma seperated) in each field
|
||||
-If no email on file, then prompt for address to send to.
|
||||
-When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
|
||||
-When choosing a prospect for a quote, we need way to consent and enable SMS for them
|
||||
|
||||
|
||||
|
||||
|
||||
Duplication refactor memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
|
||||
|
||||
Current memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
|
||||
|
||||
|
||||
|
||||
-Google review request email after a job
|
||||
-Check my ChatGPT chat about surface area for a few solid ideas for the system
|
||||
-Fix up approve/decline messages between customer and user on quote approval feature
|
||||
|
||||
Done and need testing
|
||||
=====================
|
||||
-Add sorting to all grids
|
||||
-Add searching to all grids
|
||||
-Add Workers to the system
|
||||
-Allow jobs to be assigned to workers
|
||||
-Add Shop Job Board display to show in the shop
|
||||
-Added quick edits on a few pages
|
||||
-Fix job page customer drop down. It's only showing business names and not individuals
|
||||
-Add country drop down on customer edit and add pages
|
||||
-Conver customer once quote accepted not complete
|
||||
-Add Dashboard page
|
||||
-Low Inventory Warnings display
|
||||
-Overdue jobs
|
||||
-Todays Jobs
|
||||
-new quote button on customer page doesnt pre-select customer
|
||||
-Add customer job history page
|
||||
-Profiles can now change from a light theme to a dark theme as well as other appearance changes
|
||||
-Date format can be customized per profile
|
||||
-Timezone can now be changed per profile
|
||||
-Have company logos stored in the database with the other company information
|
||||
-Add Company Name under Logo in navbar
|
||||
-Make logo bigger
|
||||
-Update create quote page to show names of individual customers or company name depending on which type it is
|
||||
-Validate that the company has entered operating costs before allowing the quote page to be loaded
|
||||
-Make phone number and contact required on quotes for new prospects
|
||||
-Move the create quote button to the right side of the screen to be consistent with other pages
|
||||
-Add setting for tax exempt on customer
|
||||
-Added tax certificate upload as well
|
||||
-Add shop minimum to quoting system and company settings
|
||||
-Add Rush Job Fee (customizable in company settings)
|
||||
-Add ability to quick change the status on the job listing and record who changed the status.
|
||||
-Deactivating company should NOT allow any users to login at all.
|
||||
-Allow superadmins to create company users/managers
|
||||
-Add a print quote button
|
||||
-Add a download PDF button for quotes
|
||||
-When adding users, also create worker records
|
||||
-Add quick update to all view pages
|
||||
-Add Mobile layouts
|
||||
-Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
|
||||
-Add ability to upload job photos
|
||||
-Allow photo uploads for jobs before and after photos
|
||||
-Added Log Viewer
|
||||
-Added Seed Data option for super admins that will assist during testing
|
||||
-Add an item list with prices for repeat parts and such
|
||||
-Add manual data seeding that super admins can use to seed a company one at a time if needed
|
||||
-Add Log Viewer for Super Admins
|
||||
-Quotes cleaned up quite a bit and calculations and style changed
|
||||
-Approving a Quote will now auto-create a Job and link back to the quote it came from.
|
||||
-Job Items now appear on the Job Screen with the line items from the quote
|
||||
-Job items can be edited
|
||||
-Add a way to convert a quote into a job
|
||||
-Add multiple item types to add to a quote
|
||||
1. Pre-Defined item that we can choose from our product list
|
||||
2. Batch items where we enter the square footage manually as well as the quantity
|
||||
-Add Quickbooks import for customers and price lists (Desktop and Online)
|
||||
-Custom Order Powder not saving or displaying properly on quuote page
|
||||
-Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
|
||||
-Add Randomizer Wheel
|
||||
-Add Quickbooks format export for
|
||||
-Customers
|
||||
-Product Catalog
|
||||
-Invoices
|
||||
-Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
|
||||
-Add a Shop Supplies operating cost that will be used on quote calculations
|
||||
-Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up.
|
||||
-Update everywhere that uses tax rate to read and use this setting
|
||||
-Add ability to export a full price list for known items
|
||||
-Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
|
||||
-Update the inventory screen to not duplicate color name fields and the like
|
||||
-Add option for metric system
|
||||
-Add Bulk Upload for
|
||||
-Powder
|
||||
-Product Catalog
|
||||
-Customer Data
|
||||
-Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
|
||||
-Allow shops to put employee days off on the calendar as well
|
||||
-Fix and Verify user permissions are honored
|
||||
-Run a full security check on the application
|
||||
-Add support for multi stage coatings on an item
|
||||
-Fix Seed Data routines to track errors better and continue past error imports
|
||||
-Add ability to complete a job and enter actual time and materials used
|
||||
-Add export for all data to CSV format
|
||||
-Check calendar resizing with the browser. It's off a bit
|
||||
-Add ability to apply discounts
|
||||
-Remove powder from inventory when completeing a job
|
||||
-Add color change ability for appointment types
|
||||
-Add code to honor the rush charge on a quote
|
||||
-Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
|
||||
-Add ability to add sq ft to product catalog item for powder estimation
|
||||
-Add better UX design for validation errors and such
|
||||
Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box
|
||||
- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"
|
||||
Option 2: Add inline validation (more complex)
|
||||
- Show error messages right next to the problematic field
|
||||
- Better UX but requires adding validation spans to dynamic fields
|
||||
|
||||
Option 3: Toast notifications (requires new library/code)
|
||||
- Modern popup notifications for success/error messages
|
||||
- Would need to add a toast library (like Toastr) and wire it up
|
||||
-Add Import/Export for Company Settings
|
||||
-Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
|
||||
-Allow recurring scheduled maintenance
|
||||
-Let's show scheduled maintenence on the job schedule as well. At the top of the screen
|
||||
-Make sure maintenence shows on the calendar list view.
|
||||
-Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
|
||||
-Add support for multiple ovens in operating costs
|
||||
-Display oven selected on quote and job detail pages
|
||||
-Allow user to choose an oven on a quote, and have it follow through to a job
|
||||
-Check for any old and outdated code and DB fields!
|
||||
-Add ability to email a quote
|
||||
-Add email capabilities
|
||||
-Add search on super admin companies screen
|
||||
-Set limits on job photos per app tier
|
||||
-Check subscription signup page to make sure the selected subscription is actually saved.
|
||||
-Don't seed the product catalog on a new user
|
||||
-Check to make sure subscription page has quotes and all fields on it
|
||||
-Allow customizing of the quote sheets and invoices (If we do them)
|
||||
-Add feature to allow username changes
|
||||
-Fix quickbooks imports based on files Colton sent
|
||||
-Add thicker border around input fields to signify they are text boxes
|
||||
-Check to make sure emails get sent when a quote is created
|
||||
-Add buttons to send emails manually if needed
|
||||
-Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
|
||||
-Add ability to modify items on jobs
|
||||
-Swap quoting page to use modals to add items to segregate it a bit better.
|
||||
-Build account ledger/transaction summary view
|
||||
-Add security for financial pages
|
||||
-Allow opening balances for accounts
|
||||
-Create P&L and other reports
|
||||
-Allow receipet upload on expenses and bills
|
||||
-Download PDF for invoices throws and error
|
||||
-Emailing invoice doesn't seem to trigger
|
||||
-When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
|
||||
-When doing anything that sends mail, prompt the user to alert them a message will be sent
|
||||
-Create a setup wizard for new users that will walk through system setup. Allow re-running later.
|
||||
-Check Workflow steps in wizard, might need adjusting
|
||||
-Account Summary, use permanent alert for info message at bottom
|
||||
-Add steps so that the new user can customize the data lookups and re-order them
|
||||
-Reorder menu to work better
|
||||
-Add ability to print a job invoice once completed
|
||||
-Add ability to email a job invoice
|
||||
-Integrate invoicing/billing/reports
|
||||
-Add customer portal to approve quotes from a link for now. We can do a full login later.
|
||||
-Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
|
||||
-Add tagging options for quotes and jobs (user driven)
|
||||
-Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good
|
||||
description of WHY the user should add some tags though.
|
||||
-Inventory forecasting might be worth looking into
|
||||
-Build some AI powder usage predictions into the system
|
||||
-AI Production Scheduling - Batching enough parts together to fill the oven automagically
|
||||
-Update dashboard to show some $$$ fields
|
||||
-Update Setup Wizard
|
||||
-Update the Setup Checklist
|
||||
-Modify system to keep running balances of all accounts
|
||||
- Make sure ALL job updates refresh the Shop Display
|
||||
-Add multiple item types to add to a quote
|
||||
AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
|
||||
-Integration with stripe or square to accept online paymens from our users customers.
|
||||
-AI Assistant for help
|
||||
-Allow customer filtering on quotes and jobs
|
||||
-New job page blanks when validation fails
|
||||
-Can we keep track of which users have completed the setup wizard?
|
||||
-Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in.
|
||||
-Allow printing blank work orders (model after the SCP Powder Coating blank work order)
|
||||
-IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
|
||||
-Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
|
||||
-Add images to product catalog items for easily identification of parts
|
||||
-Look into possibly having AI scan a product catalog and suggest prices for items.
|
||||
-Add Oven and Add Blasting Setup don't work in Setup Wizard
|
||||
-When scanning inventory QR Code, there is no cancel button
|
||||
-Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
|
||||
-Add SMS capabilities
|
||||
-Lookup not working 100% correct. If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
|
||||
-Lookup Modal not showing ALL matches. Maybe make scrollable
|
||||
-Pickup cure information from TDS Sheet if not found by AI Search
|
||||
-ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible. It's not clear that new info has been added to the modal for all customers
|
||||
-Inventory Lookup not always finding price for Columbia Coatings
|
||||
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
|
||||
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
|
||||
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
|
||||
|
||||
Ideas Removed
|
||||
=======================
|
||||
-Add Deactivate Customer button on Customer Detail page
|
||||
|
||||
|
||||
Logins:
|
||||
rich@r2r.com/Ragz2Richs123!
|
||||
|
||||
rich@cannon.com/Cannon123!
|
||||
@@ -112,6 +112,7 @@ namespace PowderCoating.Application.DTOs.Company
|
||||
|
||||
// Labor Rates
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
public decimal AdditionalCoatLaborPercent { get; set; }
|
||||
|
||||
// Equipment Operating Costs
|
||||
@@ -185,6 +186,10 @@ namespace PowderCoating.Application.DTOs.Company
|
||||
[Display(Name = "Standard Labor Rate ($/hr)")]
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
|
||||
[Range(0, 10000, ErrorMessage = "Labor cost rate must be between 0 and 10,000")]
|
||||
[Display(Name = "Shop Labor Cost Rate ($/hr)")]
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
[Range(0, 100, ErrorMessage = "Additional coat labor percent must be between 0 and 100")]
|
||||
[Display(Name = "Additional Coat Labor (%)")]
|
||||
public decimal AdditionalCoatLaborPercent { get; set; } = 30m;
|
||||
|
||||
@@ -1,28 +0,0 @@
|
||||
using CsvHelper.Configuration.Attributes;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.Import;
|
||||
|
||||
/// <summary>
|
||||
/// DTO for importing shop workers from CSV files.
|
||||
/// Valid Role values: GeneralLabor, Sandblaster, Coater, Masker, QualityControl, OvenOperator, Supervisor, Maintenance
|
||||
/// </summary>
|
||||
public class ShopWorkerImportDto
|
||||
{
|
||||
[Name("Name")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[Name("Role")]
|
||||
public string Role { get; set; } = "GeneralLabor";
|
||||
|
||||
[Name("Phone")]
|
||||
public string? Phone { get; set; }
|
||||
|
||||
[Name("Email")]
|
||||
public string? Email { get; set; }
|
||||
|
||||
[Name("IsActive")]
|
||||
public bool? IsActive { get; set; }
|
||||
|
||||
[Name("Notes")]
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
@@ -68,6 +68,7 @@ public class InventoryListDto
|
||||
public string? CategoryName { get; set; }
|
||||
public string Category { get; set; } = string.Empty; // Legacy field
|
||||
public string? ColorName { get; set; }
|
||||
public string? Location { get; set; }
|
||||
public decimal QuantityOnHand { get; set; }
|
||||
public string UnitOfMeasure { get; set; } = "lbs";
|
||||
public decimal ReorderPoint { get; set; }
|
||||
|
||||
@@ -33,6 +33,10 @@ public class InvoiceDto
|
||||
public string? CustomerEmail { get; set; }
|
||||
public string? CustomerPhone { get; set; }
|
||||
public string? CustomerMobilePhone { get; set; }
|
||||
public string? CustomerAddress { get; set; }
|
||||
public string? CustomerCity { get; set; }
|
||||
public string? CustomerState { get; set; }
|
||||
public string? CustomerZipCode { get; set; }
|
||||
public bool CustomerNotifyByEmail { get; set; }
|
||||
public bool CustomerNotifyBySms { get; set; }
|
||||
public string? PreparedById { get; set; }
|
||||
|
||||
@@ -137,6 +137,13 @@ public class CreateJobDto
|
||||
[Display(Name = "Oven")]
|
||||
public int? OvenCostId { get; set; }
|
||||
|
||||
[Display(Name = "Batches")]
|
||||
[Range(1, 999)]
|
||||
public int OvenBatches { get; set; } = 1;
|
||||
|
||||
[Display(Name = "Cycle Time (min)")]
|
||||
public int? OvenCycleMinutes { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Description is required")]
|
||||
[StringLength(2000, ErrorMessage = "Description cannot exceed 2000 characters")]
|
||||
[Display(Name = "Description")]
|
||||
@@ -208,6 +215,16 @@ public class UpdateJobDto
|
||||
[Display(Name = "Assigned Worker")]
|
||||
public string? AssignedUserId { get; set; }
|
||||
|
||||
[Display(Name = "Oven")]
|
||||
public int? OvenCostId { get; set; }
|
||||
|
||||
[Display(Name = "Batches")]
|
||||
[Range(1, 999)]
|
||||
public int OvenBatches { get; set; } = 1;
|
||||
|
||||
[Display(Name = "Cycle Time (min)")]
|
||||
public int? OvenCycleMinutes { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Description is required")]
|
||||
[StringLength(2000, ErrorMessage = "Description cannot exceed 2000 characters")]
|
||||
[Display(Name = "Description")]
|
||||
@@ -381,6 +398,7 @@ public class JobItemCoatDto
|
||||
public decimal? PowderCostPerLb { get; set; }
|
||||
public decimal? PowderToOrder { get; set; }
|
||||
public decimal? ActualPowderUsedLbs { get; set; } // Filled during job completion
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
|
||||
@@ -389,7 +407,7 @@ public class CompleteJobDto
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
public decimal? ActualTimeSpentHours { get; set; }
|
||||
public List<JobItemCoatUsageDto> CoatUsages { get; set; } = new();
|
||||
public List<JobPowderUsageDto> PowderUsages { get; set; } = new();
|
||||
public bool SendEmailToCustomer { get; set; } = false;
|
||||
}
|
||||
|
||||
@@ -400,10 +418,10 @@ public class SendJobSmsRequest
|
||||
public string Message { get; set; } = string.Empty;
|
||||
}
|
||||
|
||||
// DTO for tracking actual powder usage per coat
|
||||
public class JobItemCoatUsageDto
|
||||
// DTO for tracking actual powder usage per inventory item (color) for the whole job
|
||||
public class JobPowderUsageDto
|
||||
{
|
||||
public int JobItemCoatId { get; set; }
|
||||
public int InventoryItemId { get; set; }
|
||||
public decimal? ActualPowderUsedLbs { get; set; }
|
||||
}
|
||||
|
||||
|
||||
@@ -604,6 +604,11 @@ public class QuotePricingBreakdownDto
|
||||
|
||||
public decimal SubtotalBeforeDiscount { get; set; }
|
||||
|
||||
public decimal PricingTierDiscountAmount { get; set; }
|
||||
public decimal PricingTierDiscountPercent { get; set; }
|
||||
public decimal QuoteDiscountAmount { get; set; }
|
||||
public decimal QuoteDiscountPercent { get; set; }
|
||||
|
||||
public decimal DiscountAmount { get; set; }
|
||||
public decimal DiscountPercent { get; set; }
|
||||
|
||||
@@ -796,6 +801,7 @@ public class QuoteItemCoatDto
|
||||
public decimal CoatMaterialCost { get; set; }
|
||||
public decimal CoatLaborCost { get; set; }
|
||||
public decimal CoatTotalCost { get; set; }
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
|
||||
|
||||
@@ -1,27 +0,0 @@
|
||||
using System.ComponentModel.DataAnnotations;
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.ShopWorker;
|
||||
|
||||
public class CreateShopWorkerDto
|
||||
{
|
||||
[Required(ErrorMessage = "Worker name is required")]
|
||||
[StringLength(100, ErrorMessage = "Name cannot exceed 100 characters")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[Required(ErrorMessage = "Role is required")]
|
||||
public ShopWorkerRole Role { get; set; } = ShopWorkerRole.GeneralLabor;
|
||||
|
||||
[Phone(ErrorMessage = "Invalid phone number format")]
|
||||
[StringLength(20, ErrorMessage = "Phone cannot exceed 20 characters")]
|
||||
public string? Phone { get; set; }
|
||||
|
||||
[EmailAddress(ErrorMessage = "Invalid email address format")]
|
||||
[StringLength(100, ErrorMessage = "Email cannot exceed 100 characters")]
|
||||
public string? Email { get; set; }
|
||||
|
||||
public bool IsActive { get; set; } = true;
|
||||
|
||||
[StringLength(500, ErrorMessage = "Notes cannot exceed 500 characters")]
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
@@ -1,16 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.ShopWorker;
|
||||
|
||||
public class ShopWorkerDto
|
||||
{
|
||||
public int Id { get; set; }
|
||||
public string Name { get; set; } = string.Empty;
|
||||
public ShopWorkerRole Role { get; set; }
|
||||
public string? Phone { get; set; }
|
||||
public string? Email { get; set; }
|
||||
public bool IsActive { get; set; }
|
||||
public string? Notes { get; set; }
|
||||
public DateTime CreatedAt { get; set; }
|
||||
public DateTime? UpdatedAt { get; set; }
|
||||
}
|
||||
@@ -1,29 +0,0 @@
|
||||
using System.ComponentModel.DataAnnotations;
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.ShopWorker;
|
||||
|
||||
public class UpdateShopWorkerDto
|
||||
{
|
||||
public int Id { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Worker name is required")]
|
||||
[StringLength(100, ErrorMessage = "Name cannot exceed 100 characters")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[Required(ErrorMessage = "Role is required")]
|
||||
public ShopWorkerRole Role { get; set; }
|
||||
|
||||
[Phone(ErrorMessage = "Invalid phone number format")]
|
||||
[StringLength(20, ErrorMessage = "Phone cannot exceed 20 characters")]
|
||||
public string? Phone { get; set; }
|
||||
|
||||
[EmailAddress(ErrorMessage = "Invalid email address format")]
|
||||
[StringLength(100, ErrorMessage = "Email cannot exceed 100 characters")]
|
||||
public string? Email { get; set; }
|
||||
|
||||
public bool IsActive { get; set; }
|
||||
|
||||
[StringLength(500, ErrorMessage = "Notes cannot exceed 500 characters")]
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
@@ -217,6 +217,10 @@ public class UpdateCompanyUserDto
|
||||
[Display(Name = "Active")]
|
||||
public bool IsActive { get; set; }
|
||||
|
||||
[Range(0, 10000, ErrorMessage = "Labor cost rate must be between 0 and 10,000")]
|
||||
[Display(Name = "Labor Cost Rate ($/hr)")]
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Hire date is required")]
|
||||
[Display(Name = "Hire Date")]
|
||||
public DateTime HireDate { get; set; }
|
||||
|
||||
@@ -136,18 +136,7 @@ public interface ICsvImportService
|
||||
/// </summary>
|
||||
Task<CsvImportResultDto> ImportVendorsAsync(Stream csvStream, int companyId);
|
||||
|
||||
/// <summary>
|
||||
/// Generate a CSV template file for shop worker imports.
|
||||
/// </summary>
|
||||
byte[] GenerateShopWorkerTemplate();
|
||||
|
||||
/// <summary>
|
||||
/// Import shop workers from a CSV stream.
|
||||
/// Updates existing workers matched by Name; creates new ones otherwise.
|
||||
/// </summary>
|
||||
Task<CsvImportResultDto> ImportShopWorkersAsync(Stream csvStream, int companyId);
|
||||
|
||||
/// <summary>
|
||||
/// <summary>
|
||||
/// Generate a CSV template file for prep service imports.
|
||||
/// </summary>
|
||||
byte[] GeneratePrepServiceTemplate();
|
||||
|
||||
@@ -91,4 +91,11 @@ public interface INotificationService
|
||||
/// Alert company staff when a Stripe chargeback (dispute) is opened on an invoice payment.
|
||||
/// </summary>
|
||||
Task NotifyChargebackAlertAsync(Invoice invoice, string disputeId, decimal amount, string reason);
|
||||
|
||||
/// <summary>
|
||||
/// Sends an appointment reminder email to the linked customer (if opted in) and writes a
|
||||
/// notification log row. Called by <see cref="PowderCoating.Web.BackgroundServices.AppointmentReminderBackgroundService"/>
|
||||
/// when the reminder window opens. In-app bell notification is handled by the caller.
|
||||
/// </summary>
|
||||
Task NotifyAppointmentReminderAsync(Appointment appointment);
|
||||
}
|
||||
|
||||
@@ -25,6 +25,12 @@ public interface IPdfService
|
||||
CompanyInfoDto companyInfo,
|
||||
QuoteTemplateSettingsDto? template = null);
|
||||
|
||||
Task<byte[]> GeneratePackingSlipPdfAsync(
|
||||
InvoiceDto invoiceDto,
|
||||
byte[]? companyLogo,
|
||||
string? companyLogoContentType,
|
||||
CompanyInfoDto companyInfo);
|
||||
|
||||
Task<byte[]> GeneratePurchaseOrderPdfAsync(
|
||||
PurchaseOrderDto po,
|
||||
byte[]? companyLogo,
|
||||
|
||||
@@ -20,7 +20,6 @@ public interface IStripeConnectService
|
||||
decimal invoiceTotal,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string invoiceNumber,
|
||||
int invoiceId);
|
||||
|
||||
@@ -33,7 +32,6 @@ public interface IStripeConnectService
|
||||
decimal depositAmount,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string quoteNumber,
|
||||
int quoteId);
|
||||
}
|
||||
|
||||
@@ -29,6 +29,10 @@ public class InvoiceProfile : Profile
|
||||
: null))
|
||||
.ForMember(d => d.CustomerPhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.Phone : null))
|
||||
.ForMember(d => d.CustomerMobilePhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.MobilePhone : null))
|
||||
.ForMember(d => d.CustomerAddress, o => o.MapFrom(s => s.Customer != null ? s.Customer.Address : null))
|
||||
.ForMember(d => d.CustomerCity, o => o.MapFrom(s => s.Customer != null ? s.Customer.City : null))
|
||||
.ForMember(d => d.CustomerState, o => o.MapFrom(s => s.Customer != null ? s.Customer.State : null))
|
||||
.ForMember(d => d.CustomerZipCode, o => o.MapFrom(s => s.Customer != null ? s.Customer.ZipCode : null))
|
||||
.ForMember(d => d.CustomerNotifyByEmail, o => o.MapFrom(s => s.Customer == null || s.Customer.NotifyByEmail))
|
||||
.ForMember(d => d.CustomerNotifyBySms, o => o.MapFrom(s => s.Customer != null && s.Customer.NotifyBySms))
|
||||
.ForMember(d => d.PreparedByName, o => o.MapFrom(s => s.PreparedBy != null
|
||||
|
||||
@@ -73,7 +73,7 @@ public class JobProfile : Profile
|
||||
// JobTimeEntry → JobTimeEntryDto
|
||||
CreateMap<JobTimeEntry, JobTimeEntryDto>()
|
||||
.ForMember(dest => dest.WorkerName, opt => opt.MapFrom(src =>
|
||||
src.UserDisplayName ?? (src.Worker != null ? src.Worker.Name : string.Empty)));
|
||||
src.UserDisplayName ?? string.Empty));
|
||||
|
||||
// CreateJobDto to Job
|
||||
CreateMap<CreateJobDto, Job>()
|
||||
|
||||
@@ -1,23 +0,0 @@
|
||||
using AutoMapper;
|
||||
using PowderCoating.Application.DTOs.ShopWorker;
|
||||
using PowderCoating.Core.Entities;
|
||||
|
||||
namespace PowderCoating.Application.Mappings;
|
||||
|
||||
public class ShopWorkerProfile : Profile
|
||||
{
|
||||
public ShopWorkerProfile()
|
||||
{
|
||||
// Entity to DTO
|
||||
CreateMap<ShopWorker, ShopWorkerDto>();
|
||||
|
||||
// DTO to Entity
|
||||
CreateMap<CreateShopWorkerDto, ShopWorker>();
|
||||
CreateMap<UpdateShopWorkerDto, ShopWorker>();
|
||||
|
||||
// Reverse mappings
|
||||
CreateMap<ShopWorkerDto, ShopWorker>();
|
||||
CreateMap<ShopWorker, CreateShopWorkerDto>();
|
||||
CreateMap<ShopWorker, UpdateShopWorkerDto>();
|
||||
}
|
||||
}
|
||||
@@ -4,8 +4,26 @@ using PowderCoating.Core.Entities;
|
||||
|
||||
namespace PowderCoating.Application.Services;
|
||||
|
||||
/// <summary>
|
||||
/// Converts quote/job data into persisted <see cref="JobItem"/>, <see cref="JobItemCoat"/>,
|
||||
/// and <see cref="JobItemPrepService"/> entities.
|
||||
///
|
||||
/// Three source types are supported, each with a matching overload:
|
||||
/// 1. <see cref="CreateQuoteItemDto"/> — quote wizard (new job from form data + fresh pricing result)
|
||||
/// 2. <see cref="QuoteItem"/> — quote-to-job conversion (copies a saved quote line)
|
||||
/// 3. <see cref="JobItem"/> — job duplication / template instantiation (copies an existing job line)
|
||||
///
|
||||
/// The private <see cref="JobItemSeed"/> / <see cref="JobItemCoatSeed"/> / <see cref="JobItemPrepServiceSeed"/>
|
||||
/// intermediary classes exist solely to give all three overload paths a single <see cref="BuildJobItem"/>
|
||||
/// construction site — avoiding subtle copy-paste drift where one overload forgets to copy a new field.
|
||||
/// </summary>
|
||||
public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
{
|
||||
/// <summary>
|
||||
/// Creates a <see cref="JobItem"/> from a quote wizard DTO and a pre-calculated pricing result.
|
||||
/// Used when creating a job directly from the job form or from an approved quote via the wizard.
|
||||
/// Pricing is passed in separately because it was already computed upstream (CalculateQuoteItemPriceAsync).
|
||||
/// </summary>
|
||||
public JobItem CreateJobItem(CreateQuoteItemDto source, int jobId, int companyId, QuoteItemPricingResult pricing, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -27,7 +45,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
PowderCostOverride = source.PowderCostOverride,
|
||||
UnitPrice = pricing.UnitPrice,
|
||||
TotalPrice = pricing.TotalPrice,
|
||||
LaborCost = pricing.TotalPrice * 0.4m,
|
||||
LaborCost = pricing.LaborCost,
|
||||
RequiresSandblasting = source.RequiresSandblasting,
|
||||
RequiresMasking = source.RequiresMasking,
|
||||
EstimatedMinutes = source.EstimatedMinutes,
|
||||
@@ -42,6 +60,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="JobItemCoat"/> records from the coat DTOs in the quote wizard form.
|
||||
/// PowderToOrder is recalculated server-side here (not trusted from the form) using surface area,
|
||||
/// quantity, coverage, and transfer efficiency — the wizard's displayed value is for UI only.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemCoat> CreateJobItemCoats(CreateQuoteItemDto source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -62,7 +85,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = CalculatePowderToOrder(c.PowderToOrder, source.SurfaceAreaSqFt, source.Quantity, c.CoverageSqFtPerLb, c.TransferEfficiency),
|
||||
Notes = c.Notes
|
||||
Notes = c.Notes,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
},
|
||||
jobItemId,
|
||||
companyId,
|
||||
@@ -70,6 +94,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="JobItemPrepService"/> records (sandblasting, masking, etc.) from the
|
||||
/// quote wizard DTO. These are per-item prep steps with individual time estimates that feed
|
||||
/// labor cost calculations and shop floor instructions.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(CreateQuoteItemDto source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -85,6 +114,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Creates a <see cref="JobItem"/> by copying a saved <see cref="QuoteItem"/> during quote-to-job conversion.
|
||||
/// Prices are taken directly from the quote snapshot — no repricing occurs — so the job starts with
|
||||
/// exactly the amounts that were approved by the customer.
|
||||
/// The first coat's color/finish is promoted to the job item's top-level fields for quick display
|
||||
/// (details remain in the coat records).
|
||||
/// </summary>
|
||||
public JobItem CreateJobItem(QuoteItem source, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -113,7 +149,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
PowderCostOverride = source.PowderCostOverride,
|
||||
UnitPrice = source.UnitPrice,
|
||||
TotalPrice = source.TotalPrice,
|
||||
LaborCost = source.TotalPrice * 0.4m,
|
||||
LaborCost = source.ItemLaborCost,
|
||||
RequiresSandblasting = source.RequiresSandblasting,
|
||||
RequiresMasking = source.RequiresMasking,
|
||||
EstimatedMinutes = source.EstimatedMinutes,
|
||||
@@ -128,6 +164,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="JobItemCoat"/> records from a saved <see cref="QuoteItem"/> during quote-to-job conversion.
|
||||
/// Coat appearance (color name, code, finish) is resolved from the linked <see cref="InventoryItem"/> if available,
|
||||
/// because the inventory record is the canonical source of truth for a product's appearance —
|
||||
/// the values typed into the quote form may be incomplete or informal.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemCoat> CreateJobItemCoats(QuoteItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -151,7 +193,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = CalculatePowderToOrder(c.PowderToOrder, source.SurfaceAreaSqFt, source.Quantity, c.CoverageSqFtPerLb, c.TransferEfficiency),
|
||||
Notes = c.Notes
|
||||
Notes = c.Notes,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
},
|
||||
jobItemId,
|
||||
companyId,
|
||||
@@ -160,6 +203,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Copies prep service records from a <see cref="QuoteItem"/> to a new job item during quote-to-job conversion.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(QuoteItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -175,6 +221,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Creates a new <see cref="JobItem"/> by cloning an existing one — used for job templates
|
||||
/// and rework duplication where an existing job line is reused on a new job.
|
||||
/// Prices are copied as-is from the source; the job controller is responsible for repricing
|
||||
/// if operating costs have changed since the original job was created.
|
||||
/// </summary>
|
||||
public JobItem CreateJobItem(JobItem source, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -214,6 +266,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Clones coat records from an existing <see cref="JobItem"/> onto a new job item.
|
||||
/// PowderToOrder is copied verbatim (not recalculated) because the original job's powder
|
||||
/// quantities may have been manually adjusted after initial calculation.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemCoat> CreateJobItemCoats(JobItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -234,7 +291,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = c.PowderToOrder,
|
||||
Notes = c.Notes
|
||||
Notes = c.Notes,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
},
|
||||
jobItemId,
|
||||
companyId,
|
||||
@@ -242,6 +300,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Clones prep service records from an existing <see cref="JobItem"/> onto a new job item.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(JobItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -257,6 +318,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItem"/> creation paths.
|
||||
/// Centralised here so that adding a new field only requires one code change, not three.
|
||||
/// </summary>
|
||||
private static JobItem BuildJobItem(JobItemSeed seed, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return new JobItem
|
||||
@@ -293,6 +358,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItemCoat"/> creation paths.
|
||||
/// </summary>
|
||||
private static JobItemCoat BuildJobItemCoat(JobItemCoatSeed seed, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return new JobItemCoat
|
||||
@@ -310,11 +378,17 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
PowderCostPerLb = seed.PowderCostPerLb,
|
||||
PowderToOrder = seed.PowderToOrder,
|
||||
Notes = seed.Notes,
|
||||
NoExtraLayerCharge = seed.NoExtraLayerCharge,
|
||||
CompanyId = companyId,
|
||||
CreatedAt = createdAtUtc
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItemPrepService"/> creation paths.
|
||||
/// Returns an empty list (not null) when <paramref name="seeds"/> is null so callers
|
||||
/// can safely iterate without a null check.
|
||||
/// </summary>
|
||||
private static IReadOnlyList<JobItemPrepService> BuildJobItemPrepServices(IEnumerable<JobItemPrepServiceSeed>? seeds, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return seeds?
|
||||
@@ -330,6 +404,18 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Returns the pounds of powder needed to coat a batch, preferring the pre-stored value
|
||||
/// (which the user may have manually adjusted in the wizard) over a fresh recalculation.
|
||||
///
|
||||
/// Formula: (surfaceAreaSqFt × quantity) ÷ (coverageSqFtPerLb × transferEfficiency)
|
||||
///
|
||||
/// Industry defaults are applied when catalog data is missing:
|
||||
/// - Coverage: 30 sqft/lb (typical for standard powder at 2–3 mil DFT)
|
||||
/// - Transfer efficiency: 65% (industry average for electrostatic spray)
|
||||
/// These are conservative defaults that slightly overestimate powder needed — intentional,
|
||||
/// so the shop doesn't run short on a job.
|
||||
/// </summary>
|
||||
private static decimal? CalculatePowderToOrder(decimal? storedPowderToOrder, decimal surfaceAreaSqFt, decimal quantity, decimal coverageSqFtPerLb, decimal transferEfficiency)
|
||||
{
|
||||
if (storedPowderToOrder.HasValue && storedPowderToOrder.Value > 0)
|
||||
@@ -343,6 +429,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
return Math.Round((surfaceAreaSqFt * quantity) / (coverage * efficiency), 2);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Resolves the display appearance (color name, code, finish) for a coat, preferring the linked
|
||||
/// <see cref="InventoryItem"/>'s values over whatever was typed into the quote form.
|
||||
/// The inventory record is the canonical source of truth — the form values are used as a fallback
|
||||
/// only when no inventory item is linked (e.g. custom/one-off powder).
|
||||
/// </summary>
|
||||
private static (string? ColorName, string? ColorCode, string? Finish) ResolveCoatAppearance(
|
||||
string? colorName,
|
||||
string? colorCode,
|
||||
@@ -355,6 +447,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
return (inventoryItem.Name, inventoryItem.ColorCode, inventoryItem.Finish);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Intermediate value object that normalises the three different source types
|
||||
/// (DTO, QuoteItem, JobItem) into a single shape before the shared BuildJobItem factory method.
|
||||
/// Using a seed class prevents subtle bugs where an overload forgets to map a new field.
|
||||
/// </summary>
|
||||
private sealed class JobItemSeed
|
||||
{
|
||||
public string Description { get; init; } = string.Empty;
|
||||
@@ -385,6 +482,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
public int? AiPredictionId { get; init; }
|
||||
}
|
||||
|
||||
/// <summary>Intermediate value object for coat creation — see <see cref="JobItemSeed"/> for rationale.</summary>
|
||||
private sealed class JobItemCoatSeed
|
||||
{
|
||||
public string CoatName { get; init; } = string.Empty;
|
||||
@@ -399,8 +497,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
public decimal? PowderCostPerLb { get; init; }
|
||||
public decimal? PowderToOrder { get; init; }
|
||||
public string? Notes { get; init; }
|
||||
public bool NoExtraLayerCharge { get; init; }
|
||||
}
|
||||
|
||||
/// <summary>Intermediate value object for prep service creation — see <see cref="JobItemSeed"/> for rationale.</summary>
|
||||
private sealed class JobItemPrepServiceSeed
|
||||
{
|
||||
public int PrepServiceId { get; init; }
|
||||
|
||||
@@ -2753,4 +2753,187 @@ public class PdfService : IPdfService
|
||||
.FontColor(amount < 0 ? Colors.Red.Darken2 : Colors.Black);
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// Packing Slip
|
||||
// -----------------------------------------------------------------------
|
||||
|
||||
/// <summary>
|
||||
/// Generates a no-price packing slip PDF for the given invoice. Lists job items with
|
||||
/// description, color, and quantity only — no unit prices or totals. Intended for
|
||||
/// physical pickup/delivery paperwork where pricing should not be visible.
|
||||
/// </summary>
|
||||
public async Task<byte[]> GeneratePackingSlipPdfAsync(
|
||||
InvoiceDto invoiceDto,
|
||||
byte[]? companyLogo,
|
||||
string? companyLogoContentType,
|
||||
CompanyInfoDto companyInfo)
|
||||
{
|
||||
QuestPDF.Settings.License = LicenseType.Community;
|
||||
const string accentColor = "#1e40af"; // blue
|
||||
|
||||
return await Task.Run(() =>
|
||||
{
|
||||
var document = Document.Create(container =>
|
||||
{
|
||||
container.Page(page =>
|
||||
{
|
||||
page.Size(PageSizes.Letter);
|
||||
page.Margin(0.75f, Unit.Inch);
|
||||
page.PageColor(Colors.White);
|
||||
page.DefaultTextStyle(x => x.FontSize(10).FontFamily("Arial"));
|
||||
|
||||
page.Header().Element(c => ComposePackingSlipHeader(c, companyLogo, companyInfo, accentColor, invoiceDto));
|
||||
page.Content().Element(c => ComposePackingSlipContent(c, invoiceDto, accentColor));
|
||||
page.Footer().AlignCenter().Text(text =>
|
||||
{
|
||||
text.Span("PACKING SLIP | ").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.Span(companyInfo.CompanyName).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.Span(" | Page ").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.CurrentPageNumber().FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.Span(" of ").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.TotalPages().FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
});
|
||||
});
|
||||
|
||||
return document.GeneratePdf();
|
||||
});
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Header for the packing slip: company branding left, "PACKING SLIP" title + invoice/date info right.
|
||||
/// </summary>
|
||||
private void ComposePackingSlipHeader(IContainer container, byte[]? companyLogo, CompanyInfoDto companyInfo, string accentColor, InvoiceDto invoice)
|
||||
{
|
||||
container.Column(col =>
|
||||
{
|
||||
col.Item().Row(row =>
|
||||
{
|
||||
row.RelativeItem().Column(column =>
|
||||
{
|
||||
if (companyLogo != null && companyLogo.Length > 0)
|
||||
column.Item().MaxHeight(60).Image(companyLogo);
|
||||
else
|
||||
column.Item().Text(companyInfo.CompanyName).FontSize(18).Bold().FontColor(accentColor);
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(companyInfo.Address))
|
||||
column.Item().Text(companyInfo.Address).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
var cityLine = $"{companyInfo.City}{(!string.IsNullOrEmpty(companyInfo.City) && !string.IsNullOrEmpty(companyInfo.State) ? ", " : "")}{companyInfo.State} {companyInfo.ZipCode}".Trim();
|
||||
if (!string.IsNullOrWhiteSpace(cityLine))
|
||||
column.Item().Text(cityLine).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
if (!string.IsNullOrWhiteSpace(companyInfo.Phone))
|
||||
column.Item().Text(FormatPhoneNumber(companyInfo.Phone)).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
if (!string.IsNullOrWhiteSpace(companyInfo.PrimaryContactEmail))
|
||||
column.Item().Text(companyInfo.PrimaryContactEmail).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
|
||||
row.RelativeItem().AlignRight().Column(column =>
|
||||
{
|
||||
column.Item().Text("PACKING SLIP").FontSize(26).Bold().FontColor(accentColor);
|
||||
column.Item().Text($"Invoice #: {invoice.InvoiceNumber}").FontSize(9).Bold();
|
||||
column.Item().Text($"Date: {invoice.InvoiceDate:MMMM d, yyyy}").FontSize(9);
|
||||
if (!string.IsNullOrWhiteSpace(invoice.JobNumber))
|
||||
column.Item().Text($"Job #: {invoice.JobNumber}").FontSize(9);
|
||||
});
|
||||
});
|
||||
|
||||
col.Item().PaddingVertical(4).LineHorizontal(1).LineColor(accentColor);
|
||||
});
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Body of the packing slip: customer info block, optional PO number, and an items table
|
||||
/// showing description, color, and quantity — no prices.
|
||||
/// </summary>
|
||||
private void ComposePackingSlipContent(IContainer container, InvoiceDto invoice, string accentColor)
|
||||
{
|
||||
container.Column(col =>
|
||||
{
|
||||
// Customer info
|
||||
col.Item().PaddingTop(12).Row(row =>
|
||||
{
|
||||
row.RelativeItem().Column(c =>
|
||||
{
|
||||
c.Item().Text("PREPARED FOR").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
|
||||
c.Item().Text(invoice.CustomerName).Bold();
|
||||
if (!string.IsNullOrWhiteSpace(invoice.CustomerAddress))
|
||||
c.Item().Text(invoice.CustomerAddress).FontSize(9);
|
||||
var cityLine = $"{invoice.CustomerCity}{(!string.IsNullOrEmpty(invoice.CustomerCity) && !string.IsNullOrEmpty(invoice.CustomerState) ? ", " : "")}{invoice.CustomerState} {invoice.CustomerZipCode}".Trim();
|
||||
if (!string.IsNullOrWhiteSpace(cityLine))
|
||||
c.Item().Text(cityLine).FontSize(9);
|
||||
if (!string.IsNullOrWhiteSpace(invoice.CustomerPhone))
|
||||
c.Item().Text(FormatPhoneNumber(invoice.CustomerPhone)).FontSize(9);
|
||||
});
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(invoice.CustomerPO))
|
||||
{
|
||||
row.ConstantItem(160).AlignRight().Column(c =>
|
||||
{
|
||||
c.Item().Text("PURCHASE ORDER").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
|
||||
c.Item().Text(invoice.CustomerPO).Bold();
|
||||
});
|
||||
}
|
||||
});
|
||||
|
||||
// Items table
|
||||
col.Item().PaddingTop(16).Table(table =>
|
||||
{
|
||||
table.ColumnsDefinition(cols =>
|
||||
{
|
||||
cols.RelativeColumn(5);
|
||||
cols.RelativeColumn(3);
|
||||
cols.RelativeColumn(1);
|
||||
});
|
||||
|
||||
table.Header(h =>
|
||||
{
|
||||
h.Cell().Background(accentColor).Padding(5).Text("Description").FontColor(Colors.White).Bold().FontSize(9);
|
||||
h.Cell().Background(accentColor).Padding(5).Text("Color / Finish").FontColor(Colors.White).Bold().FontSize(9);
|
||||
h.Cell().Background(accentColor).Padding(5).AlignCenter().Text("Qty").FontColor(Colors.White).Bold().FontSize(9);
|
||||
});
|
||||
|
||||
var rowAlt = false;
|
||||
foreach (var item in invoice.InvoiceItems.OrderBy(i => i.DisplayOrder))
|
||||
{
|
||||
var bg = rowAlt ? Colors.Grey.Lighten4 : Colors.White;
|
||||
table.Cell().Background(bg).Padding(5).Column(c =>
|
||||
{
|
||||
c.Item().Text(item.Description).FontSize(9);
|
||||
if (!string.IsNullOrWhiteSpace(item.Notes))
|
||||
c.Item().Text(item.Notes).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
table.Cell().Background(bg).Padding(5).Text(item.ColorName ?? "—").FontSize(9);
|
||||
table.Cell().Background(bg).Padding(5).AlignCenter().Text(item.Quantity.ToString("G")).FontSize(9);
|
||||
rowAlt = !rowAlt;
|
||||
}
|
||||
});
|
||||
|
||||
// Notes (if any)
|
||||
if (!string.IsNullOrWhiteSpace(invoice.Notes))
|
||||
{
|
||||
col.Item().PaddingTop(16).Column(c =>
|
||||
{
|
||||
c.Item().Text("Notes").Bold().FontSize(9);
|
||||
c.Item().Text(invoice.Notes).FontSize(9).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
}
|
||||
|
||||
// Received by signature line
|
||||
col.Item().PaddingTop(32).Row(row =>
|
||||
{
|
||||
row.RelativeItem().Column(c =>
|
||||
{
|
||||
c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
|
||||
c.Item().PaddingTop(2).Text("Received by / Date").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
row.ConstantItem(24);
|
||||
row.RelativeItem().Column(c =>
|
||||
{
|
||||
c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
|
||||
c.Item().PaddingTop(2).Text("Condition noted").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
@@ -6,6 +6,20 @@ using Microsoft.Extensions.Logging;
|
||||
|
||||
namespace PowderCoating.Application.Services;
|
||||
|
||||
/// <summary>
|
||||
/// Orchestrates the full quote item assembly pipeline: pricing calculation, entity construction,
|
||||
/// AI prediction tracking, and automatic inventory record creation for incoming powder orders.
|
||||
///
|
||||
/// This service sits above <see cref="PricingCalculationService"/> — it knows HOW to build and
|
||||
/// persist quote entities, while PricingCalculationService knows HOW to compute dollar amounts.
|
||||
/// Keeping them separate means pricing logic can be unit-tested without any entity construction concerns.
|
||||
///
|
||||
/// Key responsibilities:
|
||||
/// - <see cref="ApplyPricingSnapshot"/> — stamps calculated totals onto the Quote entity so the
|
||||
/// displayed price is frozen at quote time and won't change if operating costs are updated later.
|
||||
/// - <see cref="CreateQuoteItemsAsync"/> — builds QuoteItem + coats + prep services for each DTO,
|
||||
/// records AI prediction overrides, and auto-creates incoming inventory records when needed.
|
||||
/// </summary>
|
||||
public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
@@ -25,30 +39,48 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Writes the calculated pricing breakdown onto the <see cref="Quote"/> entity as a snapshot.
|
||||
/// Snapshots are critical: once a quote is sent to a customer, operating cost changes must NOT
|
||||
/// silently alter the quoted amounts — the snapshot preserves what was presented at the time.
|
||||
/// </summary>
|
||||
public void ApplyPricingSnapshot(Quote quote, QuotePricingResult pricingResult)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(quote);
|
||||
ArgumentNullException.ThrowIfNull(pricingResult);
|
||||
|
||||
quote.MaterialCosts = pricingResult.MaterialCosts;
|
||||
quote.LaborCosts = pricingResult.LaborCosts;
|
||||
quote.EquipmentCosts = pricingResult.EquipmentCosts;
|
||||
quote.ItemsSubtotal = pricingResult.ItemsSubtotal;
|
||||
quote.OvenBatchCost = pricingResult.OvenBatchCost;
|
||||
quote.ShopSuppliesAmount = pricingResult.ShopSuppliesAmount;
|
||||
quote.ShopSuppliesPercent = pricingResult.ShopSuppliesPercent;
|
||||
quote.OverheadAmount = pricingResult.OverheadCosts;
|
||||
quote.OverheadPercent = pricingResult.OverheadPercent;
|
||||
quote.ProfitMargin = pricingResult.ProfitMargin;
|
||||
quote.ProfitPercent = pricingResult.ProfitPercent;
|
||||
quote.SubTotal = pricingResult.SubtotalBeforeDiscount;
|
||||
quote.DiscountPercent = pricingResult.DiscountPercent;
|
||||
quote.DiscountAmount = pricingResult.DiscountAmount;
|
||||
quote.RushFee = pricingResult.RushFee;
|
||||
quote.TaxAmount = pricingResult.TaxAmount;
|
||||
quote.Total = pricingResult.Total;
|
||||
quote.MaterialCosts = pricingResult.MaterialCosts;
|
||||
quote.LaborCosts = pricingResult.LaborCosts;
|
||||
quote.EquipmentCosts = pricingResult.EquipmentCosts;
|
||||
quote.ItemsSubtotal = pricingResult.ItemsSubtotal;
|
||||
quote.OvenBatchCost = pricingResult.OvenBatchCost;
|
||||
quote.FacilityOverheadCost = pricingResult.FacilityOverheadCost;
|
||||
quote.FacilityOverheadRatePerHour = pricingResult.FacilityOverheadRatePerHour;
|
||||
quote.ShopSuppliesAmount = pricingResult.ShopSuppliesAmount;
|
||||
quote.ShopSuppliesPercent = pricingResult.ShopSuppliesPercent;
|
||||
quote.OverheadAmount = pricingResult.OverheadCosts;
|
||||
quote.OverheadPercent = pricingResult.OverheadPercent;
|
||||
quote.ProfitMargin = pricingResult.ProfitMargin;
|
||||
quote.ProfitPercent = pricingResult.ProfitPercent;
|
||||
quote.SubTotal = pricingResult.SubtotalBeforeDiscount;
|
||||
quote.PricingTierDiscountAmount = pricingResult.PricingTierDiscountAmount;
|
||||
quote.PricingTierDiscountPercent = pricingResult.PricingTierDiscountPercent;
|
||||
quote.QuoteDiscountAmount = pricingResult.QuoteDiscountAmount;
|
||||
quote.QuoteDiscountPercent = pricingResult.QuoteDiscountPercent;
|
||||
quote.DiscountPercent = pricingResult.DiscountPercent;
|
||||
quote.DiscountAmount = pricingResult.DiscountAmount;
|
||||
quote.SubtotalAfterDiscount = pricingResult.SubtotalAfterDiscount;
|
||||
quote.RushFee = pricingResult.RushFee;
|
||||
quote.TaxAmount = pricingResult.TaxAmount;
|
||||
quote.Total = pricingResult.Total;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds and prices all <see cref="QuoteItem"/> entities from the incoming DTOs.
|
||||
/// For each item: constructs the entity, calculates pricing, records whether the user overrode
|
||||
/// an AI estimate, then attaches coats (including auto-creating incoming inventory entries when
|
||||
/// the user selects a catalog powder not yet in their inventory) and prep services.
|
||||
/// </summary>
|
||||
public async Task<IReadOnlyList<QuoteItem>> CreateQuoteItemsAsync(
|
||||
IEnumerable<CreateQuoteItemDto> itemDtos,
|
||||
int quoteId,
|
||||
@@ -73,6 +105,13 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
return items;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Routes a single item to the correct pricing path and stamps the result onto the entity.
|
||||
/// Priority order matches the routing table in <see cref="PricingCalculationService.CalculateQuoteItemPriceAsync"/>:
|
||||
/// AI items → Sales items → Catalog (no coats) → full calculation engine.
|
||||
/// Keeping pricing logic in PricingCalculationService means this method only decides WHICH
|
||||
/// path to take, never HOW to compute the price.
|
||||
/// </summary>
|
||||
private async Task ApplyPricingAsync(QuoteItem item, CreateQuoteItemDto itemDto, int companyId, decimal? ovenRateOverride)
|
||||
{
|
||||
if (itemDto.IsAiItem && itemDto.ManualUnitPrice.HasValue && itemDto.ManualUnitPrice.Value > 0)
|
||||
@@ -120,6 +159,12 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
ApplyCalculatedPricing(item, pricing);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="QuoteItemCoat"/> entities for a single item, including per-coat pricing.
|
||||
/// If a coat has <c>AddAsIncoming = true</c> and references a catalog item but not an inventory
|
||||
/// item, an incoming <see cref="InventoryItem"/> is auto-created so the shop can track the powder
|
||||
/// order and receive it later — see <see cref="CreateIncomingInventoryItemAsync"/> for details.
|
||||
/// </summary>
|
||||
private async Task<List<QuoteItemCoat>> BuildQuoteItemCoatsAsync(CreateQuoteItemDto itemDto, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
if (itemDto.Coats == null || itemDto.Coats.Count == 0)
|
||||
@@ -151,6 +196,7 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
return coats;
|
||||
}
|
||||
|
||||
/// <summary>Constructs <see cref="QuoteItemPrepService"/> entities from the item DTO's prep service list.</summary>
|
||||
private static List<QuoteItemPrepService> BuildQuoteItemPrepServices(CreateQuoteItemDto itemDto, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
if (itemDto.PrepServices == null || itemDto.PrepServices.Count == 0)
|
||||
@@ -168,6 +214,11 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
.ToList();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Constructs a bare <see cref="QuoteItem"/> entity from the DTO — no pricing or coats yet.
|
||||
/// Pricing is applied separately by <see cref="ApplyPricingAsync"/> to keep the construction
|
||||
/// and calculation steps distinct and individually testable.
|
||||
/// </summary>
|
||||
private static QuoteItem BuildQuoteItem(CreateQuoteItemDto itemDto, int quoteId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return new QuoteItem
|
||||
@@ -197,6 +248,7 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>Constructs a <see cref="QuoteItemCoat"/> entity from the coat DTO. Per-coat pricing is applied by the caller.</summary>
|
||||
private static QuoteItemCoat BuildQuoteItemCoat(CreateQuoteItemCoatDto coatDto, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return new QuoteItemCoat
|
||||
@@ -212,12 +264,17 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
TransferEfficiency = coatDto.TransferEfficiency,
|
||||
PowderCostPerLb = coatDto.PowderCostPerLb,
|
||||
PowderToOrder = coatDto.PowderToOrder,
|
||||
NoExtraLayerCharge = coatDto.NoExtraLayerCharge,
|
||||
Notes = coatDto.Notes,
|
||||
CompanyId = companyId,
|
||||
CreatedAt = createdAtUtc
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Stamps the pricing result onto the quote item entity.
|
||||
/// Broken out as a separate method because it's called from multiple branches of ApplyPricingAsync.
|
||||
/// </summary>
|
||||
private static void ApplyCalculatedPricing(QuoteItem item, QuoteItemPricingResult pricing)
|
||||
{
|
||||
item.UnitPrice = pricing.UnitPrice;
|
||||
@@ -227,6 +284,13 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
item.ItemEquipmentCost = pricing.EquipmentCost;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Checks whether the user changed the AI's surface area or price estimates before saving,
|
||||
/// and sets <c>UserOverrodeEstimate = true</c> on the prediction record if they did.
|
||||
/// This flag feeds the AI analytics reports — over time it reveals how accurate the AI is
|
||||
/// and whether certain item types consistently need manual correction.
|
||||
/// A tolerance of $0.01 / 0.01 sqft is used to ignore floating-point rounding noise.
|
||||
/// </summary>
|
||||
private async Task UpdateAiPredictionOverrideAsync(CreateQuoteItemDto itemDto, decimal finalUnitPrice)
|
||||
{
|
||||
if (!itemDto.AiPredictionId.HasValue) return;
|
||||
@@ -240,6 +304,23 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
prediction.UpdatedAt = DateTime.UtcNow;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Auto-creates an "incoming" <see cref="InventoryItem"/> when a user selects a powder from the
|
||||
/// platform catalog that doesn't yet exist in their company's inventory.
|
||||
///
|
||||
/// WHY this exists: shops often quote jobs using powders they haven't ordered yet. Rather than
|
||||
/// forcing the user to manually add the powder to inventory before quoting, we create an
|
||||
/// IsIncoming=true record on their behalf. The shop can then receive the actual order against
|
||||
/// this record later (updating quantity + receive date) without losing the link to the original quote.
|
||||
///
|
||||
/// The AI augmentation step (LookupByUrlAsync) fills in technical specs (cure temp/time, coverage,
|
||||
/// color families, etc.) that may be missing from the scraped catalog JSON. It is best-effort —
|
||||
/// if it fails, the item is still created with whatever data the catalog has.
|
||||
///
|
||||
/// After creation, <c>coatDto.PowderCostPerLb</c> is cleared so the pricing engine treats this
|
||||
/// as an inventory-linked coat (not a custom powder), ensuring future repricings use the
|
||||
/// inventory unit cost rather than the now-stale manual price from the quote form.
|
||||
/// </summary>
|
||||
private async Task<int?> CreateIncomingInventoryItemAsync(CreateQuoteItemCoatDto coatDto, int companyId)
|
||||
{
|
||||
try
|
||||
|
||||
@@ -58,7 +58,14 @@ public class ApplicationUser : IdentityUser
|
||||
|
||||
public string? SidebarColor { get; set; } = "ocean";
|
||||
public string? Notes { get; set; }
|
||||
|
||||
|
||||
/// <summary>
|
||||
/// Per-worker labor cost per hour used for job costing profit/margin calculations.
|
||||
/// Overrides the company-level LaborCostPerHour when set.
|
||||
/// Leave null to use the company default.
|
||||
/// </summary>
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
|
||||
public DateTime? UpdatedAt { get; set; }
|
||||
public DateTime? LastLoginDate { get; set; }
|
||||
|
||||
@@ -95,6 +95,12 @@ public class Appointment : BaseEntity
|
||||
/// </summary>
|
||||
public int ReminderMinutesBefore { get; set; } = 30;
|
||||
|
||||
/// <summary>
|
||||
/// UTC timestamp when the reminder was dispatched. Null means it hasn't fired yet.
|
||||
/// The background service uses this as a deduplication guard to prevent double-sending.
|
||||
/// </summary>
|
||||
public DateTime? ReminderSentAt { get; set; }
|
||||
|
||||
// Navigation Properties
|
||||
public virtual Customer? Customer { get; set; }
|
||||
public virtual Job? Job { get; set; }
|
||||
|
||||
@@ -141,8 +141,7 @@ public class Company : BaseEntity
|
||||
public virtual ICollection<Quote> Quotes { get; set; } = new List<Quote>();
|
||||
public virtual ICollection<InventoryItem> InventoryItems { get; set; } = new List<InventoryItem>();
|
||||
public virtual ICollection<Vendor> Vendors { get; set; } = new List<Vendor>();
|
||||
public virtual ICollection<ShopWorker> ShopWorkers { get; set; } = new List<ShopWorker>();
|
||||
public virtual ICollection<PricingTier> PricingTiers { get; set; } = new List<PricingTier>();
|
||||
public virtual ICollection<PricingTier> PricingTiers { get; set; } = new List<PricingTier>();
|
||||
public virtual CompanyOperatingCosts? OperatingCosts { get; set; }
|
||||
public virtual CompanyPreferences? Preferences { get; set; }
|
||||
}
|
||||
|
||||
@@ -13,6 +13,14 @@ namespace PowderCoating.Core.Entities
|
||||
[Range(0, 10000)]
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
|
||||
/// <summary>
|
||||
/// Actual labor cost per hour (wages + burden) used exclusively for internal job costing and profit/margin display.
|
||||
/// This is NOT the billing rate — it should reflect what you actually pay workers.
|
||||
/// When null, the costing engine defaults to 20% of StandardLaborRate.
|
||||
/// </summary>
|
||||
[Range(0, 10000)]
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
// Additional Coat Labor Percentage (percentage of base labor for each additional coat beyond the first)
|
||||
[Range(0, 100)]
|
||||
public decimal AdditionalCoatLaborPercent { get; set; } = 30m;
|
||||
|
||||
@@ -66,6 +66,10 @@ public class Job : BaseEntity
|
||||
// Used to detect when the quote was subsequently edited so the job details page can warn the user.
|
||||
public DateTime? QuoteSnapshotUpdatedAt { get; set; }
|
||||
|
||||
// Pricing snapshot — serialized QuotePricingBreakdownDto stored at save time so Details displays
|
||||
// the breakdown that was actually calculated, not a re-run against current operating costs.
|
||||
public string? PricingBreakdownJson { get; set; }
|
||||
|
||||
// Rework tracking
|
||||
public bool IsReworkJob { get; set; }
|
||||
public int? OriginalJobId { get; set; } // Set when this job was created as a rework
|
||||
|
||||
@@ -42,6 +42,13 @@ public class JobItemCoat : BaseEntity
|
||||
public string? PowderReceivedByUserId { get; set; }
|
||||
public decimal? PowderReceivedLbs { get; set; }
|
||||
|
||||
// Pricing flags
|
||||
/// <summary>
|
||||
/// When true, the additional layer labor charge is not applied for this coat even if it is
|
||||
/// not the first coat in the sequence. Used for clear coats, sealers, etc.
|
||||
/// </summary>
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
|
||||
// Notes
|
||||
public string? Notes { get; set; }
|
||||
|
||||
|
||||
@@ -3,7 +3,6 @@ namespace PowderCoating.Core.Entities;
|
||||
public class JobTimeEntry : BaseEntity
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
public int? ShopWorkerId { get; set; } // legacy — kept for entries created before user migration
|
||||
public string? UserId { get; set; } // FK to AspNetUsers
|
||||
public string? UserDisplayName { get; set; } // snapshot of worker name at entry creation time
|
||||
public DateTime WorkDate { get; set; }
|
||||
@@ -13,5 +12,4 @@ public class JobTimeEntry : BaseEntity
|
||||
|
||||
// Navigation
|
||||
public virtual Job Job { get; set; } = null!;
|
||||
public virtual ShopWorker? Worker { get; set; } // nullable — only populated for legacy entries
|
||||
}
|
||||
|
||||
@@ -40,26 +40,33 @@ public class Quote : BaseEntity
|
||||
public DateTime? ApprovedDate { get; set; }
|
||||
|
||||
// Pricing — all values are snapshots captured at save time and must not be recalculated on load
|
||||
public decimal MaterialCosts { get; set; } // Sum of powder/material costs across all items
|
||||
public decimal LaborCosts { get; set; } // Sum of labor costs across all items
|
||||
public decimal EquipmentCosts { get; set; } // Sum of equipment costs across all items
|
||||
public decimal ItemsSubtotal { get; set; } // Sum of item prices before any quote-level costs
|
||||
public decimal OvenBatchCost { get; set; } // Oven batch charge applied at quote level
|
||||
public decimal ShopSuppliesAmount { get; set; } // Shop supplies dollar amount
|
||||
public decimal ShopSuppliesPercent { get; set; } // Shop supplies percentage used
|
||||
public decimal OverheadAmount { get; set; } // Overhead dollar amount
|
||||
public decimal OverheadPercent { get; set; } // Overhead percentage used
|
||||
public decimal ProfitMargin { get; set; } // Profit margin dollar amount
|
||||
public decimal ProfitPercent { get; set; } // Profit margin percentage used
|
||||
public decimal SubTotal { get; set; } // SubtotalBeforeDiscount (items + oven + overhead + profit + shop supplies)
|
||||
public decimal MaterialCosts { get; set; } // Sum of powder/material costs across all items
|
||||
public decimal LaborCosts { get; set; } // Sum of labor costs across all items
|
||||
public decimal EquipmentCosts { get; set; } // Sum of equipment costs across all items
|
||||
public decimal ItemsSubtotal { get; set; } // Sum of item prices before any quote-level costs
|
||||
public decimal OvenBatchCost { get; set; } // Oven batch charge applied at quote level
|
||||
public decimal FacilityOverheadCost { get; set; } // Rent + utilities apportioned by estimated job hours
|
||||
public decimal FacilityOverheadRatePerHour { get; set; }// Rate used for facility overhead ($/hr)
|
||||
public decimal ShopSuppliesAmount { get; set; } // Shop supplies dollar amount
|
||||
public decimal ShopSuppliesPercent { get; set; } // Shop supplies percentage used
|
||||
public decimal OverheadAmount { get; set; } // Legacy overhead (now always 0; kept for migration safety)
|
||||
public decimal OverheadPercent { get; set; } // Legacy overhead percent
|
||||
public decimal ProfitMargin { get; set; } // Profit margin dollar amount (0 — baked into item prices)
|
||||
public decimal ProfitPercent { get; set; } // Markup % used (for display reference)
|
||||
public decimal SubTotal { get; set; } // SubtotalBeforeDiscount (items + oven + facility overhead + shop supplies)
|
||||
|
||||
// Discount Information
|
||||
public DiscountType DiscountType { get; set; } = DiscountType.None;
|
||||
public decimal DiscountValue { get; set; } = 0; // Value entered by user (percentage or fixed amount)
|
||||
public decimal DiscountPercent { get; set; } // Calculated: actual percentage applied
|
||||
public decimal DiscountAmount { get; set; } // Calculated: actual dollar amount deducted
|
||||
public string? DiscountReason { get; set; } // Why discount was applied
|
||||
public decimal DiscountValue { get; set; } = 0; // Value entered by user (percentage or fixed amount)
|
||||
public decimal PricingTierDiscountAmount { get; set; } // Discount from customer's pricing tier
|
||||
public decimal PricingTierDiscountPercent { get; set; } // Tier discount percentage
|
||||
public decimal QuoteDiscountAmount { get; set; } // Manual quote-level discount amount
|
||||
public decimal QuoteDiscountPercent { get; set; } // Manual quote-level discount percentage
|
||||
public decimal DiscountPercent { get; set; } // Combined: actual percentage applied
|
||||
public decimal DiscountAmount { get; set; } // Combined: actual dollar amount deducted
|
||||
public string? DiscountReason { get; set; } // Why discount was applied
|
||||
public bool HideDiscountFromCustomer { get; set; } = false; // Show only total on PDFs/portal
|
||||
public decimal SubtotalAfterDiscount { get; set; } // SubTotal minus all discounts, before rush/tax
|
||||
|
||||
public decimal TaxPercent { get; set; }
|
||||
public decimal TaxAmount { get; set; }
|
||||
|
||||
@@ -33,6 +33,13 @@ public class QuoteItemCoat : BaseEntity
|
||||
public decimal CoatLaborCost { get; set; }
|
||||
public decimal CoatTotalCost { get; set; }
|
||||
|
||||
// Pricing flags
|
||||
/// <summary>
|
||||
/// When true, the additional layer labor charge is not applied for this coat even if it is
|
||||
/// not the first coat in the sequence. Used for clear coats, sealers, etc.
|
||||
/// </summary>
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
|
||||
// Notes
|
||||
public string? Notes { get; set; }
|
||||
|
||||
|
||||
@@ -1,18 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Core.Entities;
|
||||
|
||||
public class ShopWorker : BaseEntity
|
||||
{
|
||||
public string Name { get; set; } = string.Empty;
|
||||
public ShopWorkerRole Role { get; set; } = ShopWorkerRole.GeneralLabor;
|
||||
public string? Phone { get; set; }
|
||||
public string? Email { get; set; }
|
||||
public bool IsActive { get; set; } = true;
|
||||
public string? Notes { get; set; }
|
||||
|
||||
// Relationships
|
||||
public virtual ICollection<Job> AssignedJobs { get; set; } = new List<Job>();
|
||||
public virtual ICollection<MaintenanceRecord> AssignedMaintenanceTasks { get; set; } = new List<MaintenanceRecord>();
|
||||
public virtual ICollection<JobTimeEntry> TimeEntries { get; set; } = new List<JobTimeEntry>();
|
||||
}
|
||||
@@ -1,15 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Core.Entities;
|
||||
|
||||
/// <summary>
|
||||
/// Optional per-role labor cost rate for job costing / profitability calculations.
|
||||
/// If no rate is set for a role, the company's StandardLaborRate is used as fallback.
|
||||
/// </summary>
|
||||
public class ShopWorkerRoleCost : BaseEntity
|
||||
{
|
||||
public ShopWorkerRole Role { get; set; }
|
||||
|
||||
/// <summary>Cost (pay rate) per hour for this role — used in job costing, NOT billing.</summary>
|
||||
public decimal HourlyRate { get; set; }
|
||||
}
|
||||
@@ -78,17 +78,6 @@ public enum EquipmentStatus
|
||||
Retired = 4
|
||||
}
|
||||
|
||||
public enum ShopWorkerRole
|
||||
{
|
||||
GeneralLabor = 0,
|
||||
Sandblaster = 1,
|
||||
Coater = 2,
|
||||
Masker = 3,
|
||||
QualityControl = 4,
|
||||
OvenOperator = 5,
|
||||
Supervisor = 6,
|
||||
Maintenance = 7
|
||||
}
|
||||
|
||||
public enum JobPhotoType
|
||||
{
|
||||
|
||||
@@ -20,5 +20,7 @@ public enum NotificationType
|
||||
SmsInboundStop = 12,
|
||||
SmsInboundHelp = 13,
|
||||
AdminEmail = 14,
|
||||
SmsInboundStart = 15
|
||||
SmsInboundStart = 15,
|
||||
AppointmentReminder = 17,
|
||||
AppointmentReminderStaff = 18
|
||||
}
|
||||
|
||||
@@ -54,9 +54,7 @@ public interface IUnitOfWork : IDisposable
|
||||
IRepository<AppointmentStatusLookup> AppointmentStatusLookups { get; }
|
||||
IRepository<AppointmentTypeLookup> AppointmentTypeLookups { get; }
|
||||
IRepository<PrepService> PrepServices { get; }
|
||||
IRepository<ShopWorker> ShopWorkers { get; }
|
||||
IRepository<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; }
|
||||
IRepository<ReworkRecord> ReworkRecords { get; }
|
||||
IRepository<ReworkRecord> ReworkRecords { get; }
|
||||
IRepository<Refund> Refunds { get; }
|
||||
IRepository<CreditMemo> CreditMemos { get; }
|
||||
IRepository<CreditMemoApplication> CreditMemoApplications { get; }
|
||||
|
||||
@@ -92,7 +92,11 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
if (companyIdClaim != null && int.TryParse(companyIdClaim, out int companyId))
|
||||
return companyId;
|
||||
|
||||
return null;
|
||||
// Authenticated but CompanyId claim is missing or invalid.
|
||||
// Return 0 (never a real company ID) so the global filter generates
|
||||
// "CompanyId = 0" which matches nothing — prevents null-comparison
|
||||
// ambiguity from leaking cross-tenant rows.
|
||||
return 0;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -129,8 +133,11 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
{
|
||||
get
|
||||
{
|
||||
// No HTTP context means background service, hosted service, or unit test — bypass tenant filter
|
||||
if (_httpContextAccessor?.HttpContext == null) return true;
|
||||
if (!IsSuperAdmin) return false;
|
||||
return CurrentCompanyId == null || CurrentCompanyId == 1;
|
||||
// CompanyId == 0 means no claim was present (break-glass / test SuperAdmins) — treat as platform admin
|
||||
return CurrentCompanyId == null || CurrentCompanyId == 0 || CurrentCompanyId == 1;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -205,11 +212,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
public DbSet<MaintenanceRecord> MaintenanceRecords { get; set; }
|
||||
/// <summary>Supplier/vendor records used by Purchasing and Accounts Payable; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<Vendor> Vendors { get; set; }
|
||||
/// <summary>Shop worker profiles with role assignments; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<ShopWorker> ShopWorkers { get; set; }
|
||||
/// <summary>Per-role labour cost rates used in pricing calculations; unique index on (CompanyId, Role).</summary>
|
||||
public DbSet<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; set; }
|
||||
/// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
|
||||
/// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<ReworkRecord> ReworkRecords { get; set; }
|
||||
/// <summary>Customer refund records; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<Refund> Refunds { get; set; }
|
||||
@@ -530,11 +533,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<JobStatusHistory>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ShopWorker>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ShopWorkerRoleCost>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
|
||||
modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<Refund>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
@@ -1314,12 +1313,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
.HasForeignKey(m => m.PerformedById)
|
||||
.OnDelete(DeleteBehavior.SetNull);
|
||||
|
||||
// ShopWorker relationships
|
||||
modelBuilder.Entity<ShopWorker>()
|
||||
.HasOne<Company>()
|
||||
.WithMany(c => c.ShopWorkers)
|
||||
.HasForeignKey(e => e.CompanyId)
|
||||
.OnDelete(DeleteBehavior.Restrict);
|
||||
|
||||
|
||||
modelBuilder.Entity<Job>()
|
||||
.HasOne(j => j.AssignedUser)
|
||||
@@ -1393,10 +1387,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
modelBuilder.Entity<PricingTier>()
|
||||
.HasIndex(p => p.CompanyId);
|
||||
|
||||
modelBuilder.Entity<ShopWorker>()
|
||||
.HasIndex(w => w.CompanyId);
|
||||
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
.HasIndex(c => c.CompanyId);
|
||||
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
@@ -1431,12 +1422,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_Jobs_CompanyId_JobNumber");
|
||||
|
||||
modelBuilder.Entity<ShopWorkerRoleCost>()
|
||||
.HasIndex(r => new { r.CompanyId, r.Role })
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_ShopWorkerRoleCosts_CompanyId_Role");
|
||||
|
||||
modelBuilder.Entity<Job>()
|
||||
modelBuilder.Entity<Job>()
|
||||
.Property(j => j.ShopAccessCode)
|
||||
.HasDefaultValueSql("NEWID()");
|
||||
|
||||
|
||||
@@ -21,7 +21,7 @@ public class AuditInterceptor : SaveChangesInterceptor
|
||||
private static readonly HashSet<string> AuditedTypes = new(StringComparer.Ordinal)
|
||||
{
|
||||
nameof(Customer), nameof(Job), nameof(Quote), nameof(Equipment),
|
||||
nameof(MaintenanceRecord), nameof(Vendor), nameof(ShopWorker),
|
||||
nameof(MaintenanceRecord), nameof(Vendor),
|
||||
nameof(InventoryItem), nameof(Company),
|
||||
// Financial entities
|
||||
nameof(Invoice), nameof(Payment), nameof(Bill), nameof(BillPayment),
|
||||
|
||||
+10633
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@@ -11,26 +11,20 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7851));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7856));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7858));
|
||||
// These UpdateData calls were generated from an existing live database.
|
||||
// On a fresh install the PricingTiers table and its seed rows may not exist yet
|
||||
// (seeding is manual via Platform Management → Seed Data), so guard each update.
|
||||
migrationBuilder.Sql(@"
|
||||
IF OBJECT_ID(N'[PricingTiers]', N'U') IS NOT NULL
|
||||
BEGIN
|
||||
IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 1)
|
||||
UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377851Z' WHERE [Id] = 1;
|
||||
IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 2)
|
||||
UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377856Z' WHERE [Id] = 2;
|
||||
IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 3)
|
||||
UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377858Z' WHERE [Id] = 3;
|
||||
END
|
||||
");
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
|
||||
Generated
+10757
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,71 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddJobPricingSnapshot : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.AddColumn<string>(
|
||||
name: "PricingBreakdownJson",
|
||||
table: "Jobs",
|
||||
type: "nvarchar(max)",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4618));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4623));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4625));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "PricingBreakdownJson",
|
||||
table: "Jobs");
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2464));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2473));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2474));
|
||||
}
|
||||
}
|
||||
}
|
||||
src/PowderCoating.Infrastructure/Migrations/20260515194344_AddQuotePricingSnapshotFields.Designer.cs
Generated
+10778
File diff suppressed because it is too large
Load Diff
+138
@@ -0,0 +1,138 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddQuotePricingSnapshotFields : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "FacilityOverheadCost",
|
||||
table: "Quotes",
|
||||
type: "decimal(18,2)",
|
||||
nullable: false,
|
||||
defaultValue: 0m);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "FacilityOverheadRatePerHour",
|
||||
table: "Quotes",
|
||||
type: "decimal(18,2)",
|
||||
nullable: false,
|
||||
defaultValue: 0m);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "PricingTierDiscountAmount",
|
||||
table: "Quotes",
|
||||
type: "decimal(18,2)",
|
||||
nullable: false,
|
||||
defaultValue: 0m);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "PricingTierDiscountPercent",
|
||||
table: "Quotes",
|
||||
type: "decimal(18,2)",
|
||||
nullable: false,
|
||||
defaultValue: 0m);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "QuoteDiscountAmount",
|
||||
table: "Quotes",
|
||||
type: "decimal(18,2)",
|
||||
nullable: false,
|
||||
defaultValue: 0m);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "QuoteDiscountPercent",
|
||||
table: "Quotes",
|
||||
type: "decimal(18,2)",
|
||||
nullable: false,
|
||||
defaultValue: 0m);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "SubtotalAfterDiscount",
|
||||
table: "Quotes",
|
||||
type: "decimal(18,2)",
|
||||
nullable: false,
|
||||
defaultValue: 0m);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "FacilityOverheadCost",
|
||||
table: "Quotes");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "FacilityOverheadRatePerHour",
|
||||
table: "Quotes");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "PricingTierDiscountAmount",
|
||||
table: "Quotes");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "PricingTierDiscountPercent",
|
||||
table: "Quotes");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "QuoteDiscountAmount",
|
||||
table: "Quotes");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "QuoteDiscountPercent",
|
||||
table: "Quotes");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "SubtotalAfterDiscount",
|
||||
table: "Quotes");
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4618));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4623));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4625));
|
||||
}
|
||||
}
|
||||
}
|
||||
Generated
+10784
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,81 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddLaborCostPerHour : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "LaborCostPerHour",
|
||||
table: "CompanyOperatingCosts",
|
||||
type: "decimal(18,2)",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "LaborCostPerHour",
|
||||
table: "AspNetUsers",
|
||||
type: "decimal(18,2)",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "LaborCostPerHour",
|
||||
table: "CompanyOperatingCosts");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "LaborCostPerHour",
|
||||
table: "AspNetUsers");
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852));
|
||||
}
|
||||
}
|
||||
}
|
||||
Generated
+10633
File diff suppressed because it is too large
Load Diff
+217
@@ -0,0 +1,217 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddAppointmentReminderSentAt : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
// Use IF EXISTS guards for all ShopWorker drops — prod and dev diverged on whether
|
||||
// these objects exist, so unconditional drops would fail on whichever DB is missing them.
|
||||
migrationBuilder.Sql(@"
|
||||
IF EXISTS (SELECT 1 FROM sys.foreign_keys WHERE name = 'FK_Jobs_ShopWorkers_ShopWorkerId')
|
||||
ALTER TABLE [Jobs] DROP CONSTRAINT [FK_Jobs_ShopWorkers_ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.foreign_keys WHERE name = 'FK_JobTimeEntries_ShopWorkers_ShopWorkerId')
|
||||
ALTER TABLE [JobTimeEntries] DROP CONSTRAINT [FK_JobTimeEntries_ShopWorkers_ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.foreign_keys WHERE name = 'FK_MaintenanceRecords_ShopWorkers_ShopWorkerId')
|
||||
ALTER TABLE [MaintenanceRecords] DROP CONSTRAINT [FK_MaintenanceRecords_ShopWorkers_ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.tables WHERE name = 'ShopWorkerRoleCosts')
|
||||
DROP TABLE [ShopWorkerRoleCosts];
|
||||
IF EXISTS (SELECT 1 FROM sys.tables WHERE name = 'ShopWorkers')
|
||||
DROP TABLE [ShopWorkers];
|
||||
IF EXISTS (SELECT 1 FROM sys.indexes WHERE name = 'IX_MaintenanceRecords_ShopWorkerId' AND object_id = OBJECT_ID('MaintenanceRecords'))
|
||||
DROP INDEX [IX_MaintenanceRecords_ShopWorkerId] ON [MaintenanceRecords];
|
||||
IF EXISTS (SELECT 1 FROM sys.indexes WHERE name = 'IX_JobTimeEntries_ShopWorkerId' AND object_id = OBJECT_ID('JobTimeEntries'))
|
||||
DROP INDEX [IX_JobTimeEntries_ShopWorkerId] ON [JobTimeEntries];
|
||||
IF EXISTS (SELECT 1 FROM sys.indexes WHERE name = 'IX_Jobs_ShopWorkerId' AND object_id = OBJECT_ID('Jobs'))
|
||||
DROP INDEX [IX_Jobs_ShopWorkerId] ON [Jobs];
|
||||
IF EXISTS (SELECT 1 FROM sys.columns WHERE name = 'ShopWorkerId' AND object_id = OBJECT_ID('MaintenanceRecords'))
|
||||
ALTER TABLE [MaintenanceRecords] DROP COLUMN [ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.columns WHERE name = 'ShopWorkerId' AND object_id = OBJECT_ID('JobTimeEntries'))
|
||||
ALTER TABLE [JobTimeEntries] DROP COLUMN [ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.columns WHERE name = 'ShopWorkerId' AND object_id = OBJECT_ID('Jobs'))
|
||||
ALTER TABLE [Jobs] DROP COLUMN [ShopWorkerId];
|
||||
");
|
||||
|
||||
migrationBuilder.AddColumn<DateTime>(
|
||||
name: "ReminderSentAt",
|
||||
table: "Appointments",
|
||||
type: "datetime2",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 12, 57, 355, DateTimeKind.Utc).AddTicks(2970));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 12, 57, 355, DateTimeKind.Utc).AddTicks(2976));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 12, 57, 355, DateTimeKind.Utc).AddTicks(2977));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "ReminderSentAt",
|
||||
table: "Appointments");
|
||||
|
||||
migrationBuilder.AddColumn<int>(
|
||||
name: "ShopWorkerId",
|
||||
table: "MaintenanceRecords",
|
||||
type: "int",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.AddColumn<int>(
|
||||
name: "ShopWorkerId",
|
||||
table: "JobTimeEntries",
|
||||
type: "int",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.AddColumn<int>(
|
||||
name: "ShopWorkerId",
|
||||
table: "Jobs",
|
||||
type: "int",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.CreateTable(
|
||||
name: "ShopWorkerRoleCosts",
|
||||
columns: table => new
|
||||
{
|
||||
Id = table.Column<int>(type: "int", nullable: false)
|
||||
.Annotation("SqlServer:Identity", "1, 1"),
|
||||
CompanyId = table.Column<int>(type: "int", nullable: false),
|
||||
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
|
||||
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
HourlyRate = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
|
||||
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
|
||||
Role = table.Column<int>(type: "int", nullable: false),
|
||||
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
|
||||
},
|
||||
constraints: table =>
|
||||
{
|
||||
table.PrimaryKey("PK_ShopWorkerRoleCosts", x => x.Id);
|
||||
});
|
||||
|
||||
migrationBuilder.CreateTable(
|
||||
name: "ShopWorkers",
|
||||
columns: table => new
|
||||
{
|
||||
Id = table.Column<int>(type: "int", nullable: false)
|
||||
.Annotation("SqlServer:Identity", "1, 1"),
|
||||
CompanyId = table.Column<int>(type: "int", nullable: false),
|
||||
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
|
||||
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
Email = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
IsActive = table.Column<bool>(type: "bit", nullable: false),
|
||||
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
|
||||
Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
|
||||
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
Phone = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
Role = table.Column<int>(type: "int", nullable: false),
|
||||
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
|
||||
},
|
||||
constraints: table =>
|
||||
{
|
||||
table.PrimaryKey("PK_ShopWorkers", x => x.Id);
|
||||
table.ForeignKey(
|
||||
name: "FK_ShopWorkers_Companies_CompanyId",
|
||||
column: x => x.CompanyId,
|
||||
principalTable: "Companies",
|
||||
principalColumn: "Id",
|
||||
onDelete: ReferentialAction.Restrict);
|
||||
});
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138));
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_MaintenanceRecords_ShopWorkerId",
|
||||
table: "MaintenanceRecords",
|
||||
column: "ShopWorkerId");
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_JobTimeEntries_ShopWorkerId",
|
||||
table: "JobTimeEntries",
|
||||
column: "ShopWorkerId");
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_Jobs_ShopWorkerId",
|
||||
table: "Jobs",
|
||||
column: "ShopWorkerId");
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_ShopWorkerRoleCosts_CompanyId_Role",
|
||||
table: "ShopWorkerRoleCosts",
|
||||
columns: new[] { "CompanyId", "Role" },
|
||||
unique: true);
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_ShopWorkers_CompanyId",
|
||||
table: "ShopWorkers",
|
||||
column: "CompanyId");
|
||||
|
||||
migrationBuilder.AddForeignKey(
|
||||
name: "FK_Jobs_ShopWorkers_ShopWorkerId",
|
||||
table: "Jobs",
|
||||
column: "ShopWorkerId",
|
||||
principalTable: "ShopWorkers",
|
||||
principalColumn: "Id");
|
||||
|
||||
migrationBuilder.AddForeignKey(
|
||||
name: "FK_JobTimeEntries_ShopWorkers_ShopWorkerId",
|
||||
table: "JobTimeEntries",
|
||||
column: "ShopWorkerId",
|
||||
principalTable: "ShopWorkers",
|
||||
principalColumn: "Id");
|
||||
|
||||
migrationBuilder.AddForeignKey(
|
||||
name: "FK_MaintenanceRecords_ShopWorkers_ShopWorkerId",
|
||||
table: "MaintenanceRecords",
|
||||
column: "ShopWorkerId",
|
||||
principalTable: "ShopWorkers",
|
||||
principalColumn: "Id");
|
||||
}
|
||||
}
|
||||
}
|
||||
Generated
+10639
File diff suppressed because it is too large
Load Diff
+83
@@ -0,0 +1,83 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddNoExtraLayerChargeToCoats : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.AddColumn<bool>(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "QuoteItemCoats",
|
||||
type: "bit",
|
||||
nullable: false,
|
||||
defaultValue: false);
|
||||
|
||||
migrationBuilder.AddColumn<bool>(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "JobItemCoats",
|
||||
type: "bit",
|
||||
nullable: false,
|
||||
defaultValue: false);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5186));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5190));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5191));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "QuoteItemCoats");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "JobItemCoats");
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 44, 18, 742, DateTimeKind.Utc).AddTicks(3960));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 44, 18, 742, DateTimeKind.Utc).AddTicks(3966));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 44, 18, 742, DateTimeKind.Utc).AddTicks(3967));
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -556,6 +556,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<bool>("IsBanned")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<decimal?>("LaborCostPerHour")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<DateTime?>("LastLoginDate")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
@@ -713,6 +716,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<int>("ReminderMinutesBefore")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime?>("ReminderSentAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<DateTime>("ScheduledEndTime")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
@@ -2075,6 +2081,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<decimal?>("LaborCostPerHour")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<int>("MonthlyBillableHours")
|
||||
.HasColumnType("int");
|
||||
|
||||
@@ -4217,6 +4226,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<int?>("OvenCycleMinutes")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<string>("PricingBreakdownJson")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<int?>("QuoteId")
|
||||
.HasColumnType("int");
|
||||
|
||||
@@ -4243,9 +4255,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<decimal>("ShopSuppliesPercent")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<int?>("ShopWorkerId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<string>("SpecialInstructions")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -4287,8 +4296,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.HasIndex("ScheduledDate");
|
||||
|
||||
b.HasIndex("ShopWorkerId");
|
||||
|
||||
b.HasIndex("CompanyId", "CustomerId")
|
||||
.HasDatabaseName("IX_Jobs_CompanyId_CustomerId");
|
||||
|
||||
@@ -4611,6 +4618,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<int>("JobItemId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<bool>("NoExtraLayerCharge")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -5430,9 +5440,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<int?>("ShopWorkerId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<string>("Stage")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -5455,8 +5462,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.HasIndex("JobId");
|
||||
|
||||
b.HasIndex("ShopWorkerId");
|
||||
|
||||
b.ToTable("JobTimeEntries");
|
||||
});
|
||||
|
||||
@@ -5780,9 +5785,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<DateTime>("ScheduledDate")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<int?>("ShopWorkerId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<int>("Status")
|
||||
.HasColumnType("int");
|
||||
|
||||
@@ -5813,8 +5815,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.HasIndex("ScheduledDate");
|
||||
|
||||
b.HasIndex("ShopWorkerId");
|
||||
|
||||
b.HasIndex("Status");
|
||||
|
||||
b.HasIndex("CompanyId", "ScheduledDate")
|
||||
@@ -6711,7 +6711,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 1,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2464),
|
||||
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5186),
|
||||
Description = "Standard pricing for regular customers",
|
||||
DiscountPercent = 0m,
|
||||
IsActive = true,
|
||||
@@ -6722,7 +6722,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 2,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2473),
|
||||
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5190),
|
||||
Description = "5% discount for preferred customers",
|
||||
DiscountPercent = 5m,
|
||||
IsActive = true,
|
||||
@@ -6733,7 +6733,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 3,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2474),
|
||||
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5191),
|
||||
Description = "10% discount for premium customers",
|
||||
DiscountPercent = 10m,
|
||||
IsActive = true,
|
||||
@@ -6980,6 +6980,12 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<DateTime?>("ExpirationDate")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<decimal>("FacilityOverheadCost")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<decimal>("FacilityOverheadRatePerHour")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<bool>("HideDiscountFromCustomer")
|
||||
.HasColumnType("bit");
|
||||
|
||||
@@ -7025,6 +7031,12 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<string>("PreparedById")
|
||||
.HasColumnType("nvarchar(450)");
|
||||
|
||||
b.Property<decimal>("PricingTierDiscountAmount")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<decimal>("PricingTierDiscountPercent")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<decimal>("ProfitMargin")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
@@ -7064,6 +7076,12 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<DateTime>("QuoteDate")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<decimal>("QuoteDiscountAmount")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<decimal>("QuoteDiscountPercent")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<string>("QuoteNumber")
|
||||
.IsRequired()
|
||||
.HasColumnType("nvarchar(450)");
|
||||
@@ -7089,6 +7107,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<decimal>("SubTotal")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<decimal>("SubtotalAfterDiscount")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<string>("Tags")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -7387,6 +7408,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<bool>("NoExtraLayerCharge")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -7989,111 +8013,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.ToTable("ReworkRecords");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorker", 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<DateTime?>("DeletedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("DeletedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<string>("Email")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<bool>("IsActive")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<string>("Name")
|
||||
.IsRequired()
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<string>("Phone")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<int>("Role")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime?>("UpdatedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("UpdatedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.HasKey("Id");
|
||||
|
||||
b.HasIndex("CompanyId");
|
||||
|
||||
b.ToTable("ShopWorkers");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorkerRoleCost", 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<DateTime?>("DeletedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("DeletedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<decimal>("HourlyRate")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<int>("Role")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime?>("UpdatedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("UpdatedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.HasKey("Id");
|
||||
|
||||
b.HasIndex("CompanyId", "Role")
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_ShopWorkerRoleCosts_CompanyId_Role");
|
||||
|
||||
b.ToTable("ShopWorkerRoleCosts");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.StripeWebhookEvent", b =>
|
||||
{
|
||||
b.Property<long>("Id")
|
||||
@@ -9511,10 +9430,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
.HasForeignKey("PowderCoating.Core.Entities.Job", "QuoteId")
|
||||
.OnDelete(DeleteBehavior.SetNull);
|
||||
|
||||
b.HasOne("PowderCoating.Core.Entities.ShopWorker", null)
|
||||
.WithMany("AssignedJobs")
|
||||
.HasForeignKey("ShopWorkerId");
|
||||
|
||||
b.Navigation("AssignedUser");
|
||||
|
||||
b.Navigation("Customer");
|
||||
@@ -9817,13 +9732,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
.OnDelete(DeleteBehavior.Cascade)
|
||||
.IsRequired();
|
||||
|
||||
b.HasOne("PowderCoating.Core.Entities.ShopWorker", "Worker")
|
||||
.WithMany("TimeEntries")
|
||||
.HasForeignKey("ShopWorkerId");
|
||||
|
||||
b.Navigation("Job");
|
||||
|
||||
b.Navigation("Worker");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.JournalEntry", b =>
|
||||
@@ -9894,10 +9803,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
.WithMany()
|
||||
.HasForeignKey("RecurrenceParentId");
|
||||
|
||||
b.HasOne("PowderCoating.Core.Entities.ShopWorker", null)
|
||||
.WithMany("AssignedMaintenanceTasks")
|
||||
.HasForeignKey("ShopWorkerId");
|
||||
|
||||
b.Navigation("AssignedUser");
|
||||
|
||||
b.Navigation("Equipment");
|
||||
@@ -10381,15 +10286,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Navigation("ReworkJob");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorker", b =>
|
||||
{
|
||||
b.HasOne("PowderCoating.Core.Entities.Company", null)
|
||||
.WithMany("ShopWorkers")
|
||||
.HasForeignKey("CompanyId")
|
||||
.OnDelete(DeleteBehavior.Restrict)
|
||||
.IsRequired();
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.Vendor", b =>
|
||||
{
|
||||
b.HasOne("PowderCoating.Core.Entities.Company", null)
|
||||
@@ -10552,8 +10448,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.Navigation("Quotes");
|
||||
|
||||
b.Navigation("ShopWorkers");
|
||||
|
||||
b.Navigation("Users");
|
||||
|
||||
b.Navigation("Vendors");
|
||||
@@ -10719,15 +10613,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Navigation("Quotes");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorker", b =>
|
||||
{
|
||||
b.Navigation("AssignedJobs");
|
||||
|
||||
b.Navigation("AssignedMaintenanceTasks");
|
||||
|
||||
b.Navigation("TimeEntries");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.Vendor", b =>
|
||||
{
|
||||
b.Navigation("BillPayments");
|
||||
|
||||
@@ -171,7 +171,6 @@ public class JobRepository : Repository<Job>, IJobRepository
|
||||
.Include(j => j.JobItems.Where(i => !i.IsDeleted))
|
||||
.ThenInclude(i => i.Coats.Where(c => !c.IsDeleted))
|
||||
.Include(j => j.TimeEntries.Where(t => !t.IsDeleted))
|
||||
.ThenInclude(t => t.Worker)
|
||||
.AsNoTracking()
|
||||
.FirstOrDefaultAsync();
|
||||
}
|
||||
|
||||
@@ -81,7 +81,6 @@ public class UnitOfWork : IUnitOfWork
|
||||
private IRepository<AppointmentStatusLookup>? _appointmentStatusLookups;
|
||||
private IRepository<AppointmentTypeLookup>? _appointmentTypeLookups;
|
||||
private IRepository<PrepService>? _prepServices;
|
||||
private IRepository<ShopWorker>? _shopWorkers;
|
||||
|
||||
// Appointments
|
||||
private IRepository<Appointment>? _appointments;
|
||||
@@ -350,16 +349,7 @@ public class UnitOfWork : IUnitOfWork
|
||||
public IRepository<PrepService> PrepServices =>
|
||||
_prepServices ??= new Repository<PrepService>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ShopWorker"/> profiles with role assignments; tenant-filtered with soft delete.</summary>
|
||||
public IRepository<ShopWorker> ShopWorkers =>
|
||||
_shopWorkers ??= new Repository<ShopWorker>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ShopWorkerRoleCost"/> per-role labour cost rates; unique on (CompanyId, Role).</summary>
|
||||
private IRepository<ShopWorkerRoleCost>? _shopWorkerRoleCosts;
|
||||
public IRepository<ShopWorkerRoleCost> ShopWorkerRoleCosts =>
|
||||
_shopWorkerRoleCosts ??= new Repository<ShopWorkerRoleCost>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ReworkRecord"/> quality-failure and remediation records; tenant-filtered with soft delete.</summary>
|
||||
/// <summary>Repository for <see cref="ReworkRecord"/> quality-failure and remediation records; tenant-filtered with soft delete.</summary>
|
||||
private IRepository<ReworkRecord>? _reworkRecords;
|
||||
public IRepository<ReworkRecord> ReworkRecords =>
|
||||
_reworkRecords ??= new Repository<ReworkRecord>(_context);
|
||||
|
||||
@@ -73,7 +73,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.NotificationTemplates.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Announcements.Where(x => x.TargetCompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.BugReports.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkers.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PrepServices.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
|
||||
// ── Tier 4: Company configs and lookup tables ─────────────────────────
|
||||
@@ -137,7 +136,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.PurchaseOrderItems.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.AiItemPredictions.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PowderUsageLogs.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkerRoleCosts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.OvenBatches.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Refunds.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.CreditMemos.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
@@ -160,7 +158,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.OvenCosts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Accounts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.NotificationLogs.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkers.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PrepServices.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.CatalogCategories.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.InventoryCategoryLookups.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
using System.Globalization;
|
||||
using System.Globalization;
|
||||
using System.Text;
|
||||
using CsvHelper;
|
||||
using CsvHelper.Configuration;
|
||||
@@ -2164,168 +2164,6 @@ public class CsvImportService : ICsvImportService
|
||||
}
|
||||
|
||||
#endregion
|
||||
|
||||
#region Shop Worker Import
|
||||
|
||||
/// <summary>
|
||||
/// Generates a downloadable CSV template with two example shop worker rows covering different roles.
|
||||
/// Two rows help users see how Role values (Coater, Sandblaster, etc.) are expressed and remind
|
||||
/// them that Role is optional — the importer will default to GeneralLabor when it is omitted.
|
||||
/// </summary>
|
||||
public byte[] GenerateShopWorkerTemplate()
|
||||
{
|
||||
using var memoryStream = new MemoryStream();
|
||||
using var writer = new StreamWriter(memoryStream);
|
||||
using var csv = new CsvWriter(writer, new CsvConfiguration(CultureInfo.InvariantCulture));
|
||||
|
||||
csv.WriteHeader<ShopWorkerImportDto>();
|
||||
csv.NextRecord();
|
||||
|
||||
csv.WriteRecord(new ShopWorkerImportDto
|
||||
{
|
||||
Name = "John Doe",
|
||||
Role = "Coater",
|
||||
Phone = "555-1234",
|
||||
Email = "johndoe@example.com",
|
||||
IsActive = true,
|
||||
Notes = "Experienced powder coater"
|
||||
});
|
||||
csv.NextRecord();
|
||||
|
||||
csv.WriteRecord(new ShopWorkerImportDto
|
||||
{
|
||||
Name = "Jane Smith",
|
||||
Role = "Sandblaster",
|
||||
Phone = "555-5678",
|
||||
Email = "janesmith@example.com",
|
||||
IsActive = true,
|
||||
Notes = ""
|
||||
});
|
||||
csv.NextRecord();
|
||||
|
||||
writer.Flush();
|
||||
return memoryStream.ToArray();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Imports shop workers from a CSV stream using an upsert strategy keyed on worker Name.
|
||||
/// Like vendor import, this is intentionally an upsert rather than insert-only so that a
|
||||
/// company can re-import their HR list to update phone/email/role details without worrying
|
||||
/// about creating duplicates. Role is parsed case-insensitively with spaces stripped so that
|
||||
/// "General Labor" and "GeneralLabor" are both accepted; an unrecognised role falls back to
|
||||
/// GeneralLabor with a warning rather than failing the row.
|
||||
/// </summary>
|
||||
/// <param name="csvStream">Readable stream of CSV data (header row required).</param>
|
||||
/// <param name="companyId">Tenant company that will own newly inserted worker records.</param>
|
||||
public async Task<CsvImportResultDto> ImportShopWorkersAsync(Stream csvStream, int companyId)
|
||||
{
|
||||
var result = new CsvImportResultDto();
|
||||
var rowNumber = 0;
|
||||
|
||||
try
|
||||
{
|
||||
using var reader = new StreamReader(csvStream);
|
||||
using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
|
||||
{
|
||||
HeaderValidated = null,
|
||||
MissingFieldFound = null
|
||||
});
|
||||
|
||||
var records = csv.GetRecords<ShopWorkerImportDto>().ToList();
|
||||
result.TotalRows = records.Count;
|
||||
|
||||
_logger.LogInformation("Starting import of {Count} shop workers for company {CompanyId}", records.Count, companyId);
|
||||
|
||||
// Load existing workers for upsert matching by name
|
||||
var existingWorkers = await _unitOfWork.ShopWorkers.GetAllAsync();
|
||||
var workerDict = existingWorkers
|
||||
.Where(w => !string.IsNullOrEmpty(w.Name))
|
||||
.GroupBy(w => w.Name.Trim().ToUpperInvariant())
|
||||
.ToDictionary(g => g.Key, g => g.First());
|
||||
|
||||
foreach (var record in records)
|
||||
{
|
||||
rowNumber++;
|
||||
try
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(record.Name))
|
||||
{
|
||||
result.Errors.Add($"Row {rowNumber}: Name is required.");
|
||||
result.ErrorCount++;
|
||||
continue;
|
||||
}
|
||||
|
||||
// Parse role
|
||||
ShopWorkerRole role = ShopWorkerRole.GeneralLabor;
|
||||
if (!string.IsNullOrEmpty(record.Role))
|
||||
{
|
||||
if (!Enum.TryParse<ShopWorkerRole>(record.Role.Replace(" ", ""), true, out role))
|
||||
{
|
||||
result.Warnings.Add($"Row {rowNumber}: Role '{record.Role}' not recognized. Valid values: GeneralLabor, Sandblaster, Coater, Masker, QualityControl, OvenOperator, Supervisor, Maintenance. Using 'GeneralLabor'.");
|
||||
role = ShopWorkerRole.GeneralLabor;
|
||||
}
|
||||
}
|
||||
|
||||
var key = record.Name.Trim().ToUpperInvariant();
|
||||
var now = DateTime.UtcNow;
|
||||
|
||||
if (workerDict.TryGetValue(key, out var existing))
|
||||
{
|
||||
// Update
|
||||
existing.Role = role;
|
||||
existing.Phone = record.Phone ?? existing.Phone;
|
||||
existing.Email = record.Email ?? existing.Email;
|
||||
if (record.IsActive.HasValue) existing.IsActive = record.IsActive.Value;
|
||||
existing.Notes = record.Notes ?? existing.Notes;
|
||||
existing.UpdatedAt = now;
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
result.Warnings.Add($"Row {rowNumber}: Updated existing shop worker '{record.Name}'.");
|
||||
result.SuccessCount++;
|
||||
}
|
||||
else
|
||||
{
|
||||
var worker = new Core.Entities.ShopWorker
|
||||
{
|
||||
CompanyId = companyId,
|
||||
Name = record.Name.Trim(),
|
||||
Role = role,
|
||||
Phone = record.Phone,
|
||||
Email = record.Email,
|
||||
IsActive = record.IsActive ?? true,
|
||||
Notes = record.Notes,
|
||||
CreatedAt = now,
|
||||
UpdatedAt = now
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(worker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
result.SuccessCount++;
|
||||
}
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
result.Errors.Add($"Row {rowNumber}: Database error - {ex.Message}");
|
||||
result.ErrorCount++;
|
||||
_logger.LogError(ex, "Error saving shop worker at row {RowNumber}", rowNumber);
|
||||
}
|
||||
}
|
||||
|
||||
_logger.LogInformation("Shop worker import completed: {SuccessCount} succeeded, {ErrorCount} failed", result.SuccessCount, result.ErrorCount);
|
||||
result.Success = result.SuccessCount > 0;
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
result.Errors.Add($"Fatal error: {ex.Message}");
|
||||
result.Success = false;
|
||||
_logger.LogError(ex, "Fatal error importing shop workers");
|
||||
}
|
||||
|
||||
return result;
|
||||
}
|
||||
|
||||
#endregion
|
||||
|
||||
#region Prep Service Import
|
||||
|
||||
/// <summary>
|
||||
|
||||
@@ -1209,6 +1209,15 @@ Rules:
|
||||
sb.AppendLine("Page content:");
|
||||
sb.AppendLine(pageContent);
|
||||
}
|
||||
else if (!string.IsNullOrWhiteSpace(fetchUrl))
|
||||
{
|
||||
// Page content unavailable (fetch failed or blocked) — still surface the URL so Claude
|
||||
// can use its training knowledge of the manufacturer URL structure (e.g. Prismatic SKU
|
||||
// in the path) to infer product identity rather than returning all-null fields.
|
||||
sb.AppendLine();
|
||||
sb.AppendLine($"Product URL (page content could not be fetched): {fetchUrl}");
|
||||
sb.AppendLine("Use your training knowledge of this manufacturer and the URL to fill in as many fields as possible.");
|
||||
}
|
||||
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
@@ -1152,6 +1152,156 @@ public class NotificationService : INotificationService
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Sends appointment reminder emails when an appointment's reminder window opens.
|
||||
/// Two emails are dispatched independently:
|
||||
/// <list type="bullet">
|
||||
/// <item>Customer email — sent when a customer is linked, has an email address, and has
|
||||
/// email notifications enabled (<see cref="Customer.NotifyByEmail"/>).</item>
|
||||
/// <item>Staff email — sent to <see cref="BaseEntity.CreatedBy"/> (the user who created
|
||||
/// the appointment). This fires regardless of whether a customer is linked.</item>
|
||||
/// </list>
|
||||
/// Called exclusively by
|
||||
/// <see cref="PowderCoating.Web.BackgroundServices.AppointmentReminderBackgroundService"/>
|
||||
/// after it stamps <c>ReminderSentAt</c> — the caller owns deduplication.
|
||||
/// </summary>
|
||||
public async Task NotifyAppointmentReminderAsync(Appointment appointment)
|
||||
{
|
||||
try
|
||||
{
|
||||
var (companyName, company) = await GetCompanyAsync(appointment.CompanyId);
|
||||
var (replyToEmail, replyToName) = await GetEmailFromAsync(appointment.CompanyId);
|
||||
var baseUrl = await GetBaseUrlAsync();
|
||||
|
||||
var locationLine = !string.IsNullOrWhiteSpace(appointment.Location)
|
||||
? $"<br/><strong>Location:</strong> {WebUtility.HtmlEncode(appointment.Location)}"
|
||||
: string.Empty;
|
||||
|
||||
var appointmentDate = appointment.ScheduledStartTime.ToString("dddd, MMMM d, yyyy");
|
||||
var appointmentTime = appointment.IsAllDay
|
||||
? "All Day"
|
||||
: appointment.ScheduledStartTime.ToString("h:mm tt");
|
||||
var defaultSubject = $"Appointment Reminder — {appointment.Title} on {appointment.ScheduledStartTime:MMMM d, yyyy}";
|
||||
|
||||
// ── Customer email ────────────────────────────────────────────────
|
||||
if (appointment.CustomerId != null)
|
||||
{
|
||||
var customer = appointment.Customer
|
||||
?? await _context.Customers.FindAsync(appointment.CustomerId.Value);
|
||||
|
||||
if (customer != null)
|
||||
{
|
||||
var customerName = GetCustomerDisplayName(customer);
|
||||
var reminderEmails = ParseEmailList(customer.Email);
|
||||
|
||||
if (!customer.NotifyByEmail || reminderEmails.Count == 0)
|
||||
{
|
||||
if (reminderEmails.Count > 0)
|
||||
{
|
||||
await WriteLog(SkippedLog(NotificationChannel.Email, NotificationType.AppointmentReminder,
|
||||
customerName, string.Join(", ", reminderEmails), appointment.CompanyId,
|
||||
customerId: customer.Id));
|
||||
}
|
||||
}
|
||||
else
|
||||
{
|
||||
var customerValues = new Dictionary<string, string>
|
||||
{
|
||||
["companyName"] = companyName,
|
||||
["customerName"] = customerName,
|
||||
["appointmentTitle"] = appointment.Title,
|
||||
["appointmentDate"] = appointmentDate,
|
||||
["appointmentTime"] = appointmentTime,
|
||||
["locationLine"] = locationLine
|
||||
};
|
||||
|
||||
var (custSubject, custHtml) = await GetRenderedEmailAsync(
|
||||
appointment.CompanyId, NotificationType.AppointmentReminder, customerValues, defaultSubject);
|
||||
|
||||
var custFullHtml = AppendUnsubscribeFooterHtml(custHtml, customer.UnsubscribeToken, company, baseUrl);
|
||||
var custPlainText = StripHtml(custFullHtml);
|
||||
|
||||
var (custOk, custErr, custLog) = await SendToEmailListAsync(
|
||||
customer.Email, customerName, custSubject, custPlainText, custFullHtml,
|
||||
replyToEmail: replyToEmail, replyToName: replyToName);
|
||||
|
||||
await WriteLog(new NotificationLog
|
||||
{
|
||||
Channel = NotificationChannel.Email,
|
||||
NotificationType = NotificationType.AppointmentReminder,
|
||||
Status = custOk ? NotificationStatus.Sent : NotificationStatus.Failed,
|
||||
RecipientName = customerName,
|
||||
Recipient = custLog,
|
||||
Subject = custSubject,
|
||||
Message = custPlainText,
|
||||
ErrorMessage = custErr,
|
||||
SentAt = DateTime.UtcNow,
|
||||
CustomerId = customer.Id,
|
||||
CompanyId = appointment.CompanyId
|
||||
});
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// ── Staff email ───────────────────────────────────────────────────
|
||||
// Send to whoever created the appointment so they get an out-of-app reminder.
|
||||
if (!string.IsNullOrWhiteSpace(appointment.CreatedBy))
|
||||
{
|
||||
// Look up the user's display name from Identity if available.
|
||||
var staffUser = await _context.Users
|
||||
.FirstOrDefaultAsync(u => u.Email == appointment.CreatedBy);
|
||||
var staffName = !string.IsNullOrWhiteSpace(staffUser?.FullName)
|
||||
? staffUser.FullName
|
||||
: appointment.CreatedBy;
|
||||
|
||||
// Include a customer line only when a customer is linked.
|
||||
var customerLine = appointment.Customer != null
|
||||
? $"<br/><strong>Customer:</strong> {WebUtility.HtmlEncode(GetCustomerDisplayName(appointment.Customer))}"
|
||||
: string.Empty;
|
||||
|
||||
var staffValues = new Dictionary<string, string>
|
||||
{
|
||||
["companyName"] = companyName,
|
||||
["staffName"] = staffName,
|
||||
["appointmentTitle"] = appointment.Title,
|
||||
["appointmentDate"] = appointmentDate,
|
||||
["appointmentTime"] = appointmentTime,
|
||||
["customerLine"] = customerLine,
|
||||
["locationLine"] = locationLine
|
||||
};
|
||||
|
||||
var staffDefaultSubject = $"[Reminder] {appointment.Title} — {appointment.ScheduledStartTime:MMMM d, yyyy 'at' h:mm tt}";
|
||||
|
||||
var (staffSubject, staffHtml) = await GetRenderedEmailAsync(
|
||||
appointment.CompanyId, NotificationType.AppointmentReminderStaff, staffValues, staffDefaultSubject);
|
||||
|
||||
var staffPlainText = StripHtml(staffHtml);
|
||||
|
||||
var (staffOk, staffErr, staffLog) = await SendToEmailListAsync(
|
||||
appointment.CreatedBy, staffName, staffSubject, staffPlainText, staffHtml,
|
||||
replyToEmail: replyToEmail, replyToName: replyToName);
|
||||
|
||||
await WriteLog(new NotificationLog
|
||||
{
|
||||
Channel = NotificationChannel.Email,
|
||||
NotificationType = NotificationType.AppointmentReminderStaff,
|
||||
Status = staffOk ? NotificationStatus.Sent : NotificationStatus.Failed,
|
||||
RecipientName = staffName,
|
||||
Recipient = staffLog,
|
||||
Subject = staffSubject,
|
||||
Message = staffPlainText,
|
||||
ErrorMessage = staffErr,
|
||||
SentAt = DateTime.UtcNow,
|
||||
CompanyId = appointment.CompanyId
|
||||
});
|
||||
}
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "NotifyAppointmentReminderAsync failed for appointment {AppointmentId}", appointment.Id);
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// Fallback default templates (used when company has no DB template)
|
||||
// -----------------------------------------------------------------------
|
||||
@@ -1217,6 +1367,14 @@ public class NotificationService : INotificationService
|
||||
"Payment Reminder — Invoice {{invoiceNumber}} ({{daysOverdue}} days overdue)",
|
||||
"<p>Dear {{customerName}},</p><p>This is a friendly reminder that invoice <strong>{{invoiceNumber}}</strong> for <strong>{{invoiceTotal}}</strong> was due on <strong>{{dueDate}}</strong> and is now <strong>{{daysOverdue}} days overdue</strong>.</p><p>Outstanding balance: <strong>{{balanceDue}}</strong></p><p>Please arrange payment at your earliest convenience. If you have already sent payment, please disregard this notice.</p><p>Thank you for your business with {{companyName}}.</p>"
|
||||
),
|
||||
[(NotificationType.AppointmentReminder, NotificationChannel.Email)] = (
|
||||
"Appointment Reminder — {{appointmentTitle}} on {{appointmentDate}}",
|
||||
"<p>Dear {{customerName}},</p><p>This is a reminder that you have an upcoming appointment with <strong>{{companyName}}</strong>.</p><p><strong>Appointment:</strong> {{appointmentTitle}}<br/><strong>Date & Time:</strong> {{appointmentDate}} at {{appointmentTime}}{{locationLine}}</p><p>If you have any questions or need to reschedule, please contact us at your earliest convenience.</p><p>Thank you for choosing {{companyName}}.</p>"
|
||||
),
|
||||
[(NotificationType.AppointmentReminderStaff, NotificationChannel.Email)] = (
|
||||
"[Reminder] {{appointmentTitle}} — {{appointmentDate}}",
|
||||
"<p>Hi {{staffName}},</p><p>This is a reminder that you have an upcoming appointment.</p><p><strong>Appointment:</strong> {{appointmentTitle}}<br/><strong>Date & Time:</strong> {{appointmentDate}} at {{appointmentTime}}{{customerLine}}{{locationLine}}</p><p>— {{companyName}}</p>"
|
||||
),
|
||||
};
|
||||
|
||||
public static (string? Subject, string Body)? Get(NotificationType type, NotificationChannel channel)
|
||||
|
||||
@@ -162,7 +162,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
decimal invoiceTotal,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string invoiceNumber,
|
||||
int invoiceId)
|
||||
{
|
||||
@@ -175,7 +174,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
{
|
||||
Amount = amountInCents,
|
||||
Currency = currency.ToLower(),
|
||||
ReceiptEmail = customerEmail,
|
||||
Description = $"Invoice {invoiceNumber}",
|
||||
Metadata = new Dictionary<string, string>
|
||||
{
|
||||
@@ -215,7 +213,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
decimal depositAmount,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string quoteNumber,
|
||||
int quoteId)
|
||||
{
|
||||
@@ -228,7 +225,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
{
|
||||
Amount = amountInCents,
|
||||
Currency = currency.ToLower(),
|
||||
ReceiptEmail = customerEmail,
|
||||
Description = $"Deposit for quote {quoteNumber}",
|
||||
Metadata = new Dictionary<string, string>
|
||||
{
|
||||
|
||||
@@ -0,0 +1,162 @@
|
||||
using Microsoft.EntityFrameworkCore;
|
||||
using Microsoft.Extensions.DependencyInjection;
|
||||
using Microsoft.Extensions.Hosting;
|
||||
using Microsoft.Extensions.Logging;
|
||||
using PowderCoating.Application.Interfaces;
|
||||
using PowderCoating.Infrastructure.Data;
|
||||
|
||||
namespace PowderCoating.Web.BackgroundServices;
|
||||
|
||||
/// <summary>
|
||||
/// Polls every 60 seconds for appointments whose reminder window has opened and dispatches
|
||||
/// an email to the linked customer plus an in-app bell notification to company staff.
|
||||
///
|
||||
/// Deduplication strategy: after selecting candidates the service immediately stamps
|
||||
/// <c>ReminderSentAt</c> on each appointment and saves before calling the notification
|
||||
/// methods. This prevents a second loop iteration from re-sending if notifications are slow
|
||||
/// or the application restarts mid-batch. A 24-hour lookback window caps the query so that
|
||||
/// appointments that slipped through (e.g., server downtime) are silently skipped rather
|
||||
/// than sending a stale reminder.
|
||||
/// </summary>
|
||||
public class AppointmentReminderBackgroundService : BackgroundService
|
||||
{
|
||||
private readonly IServiceScopeFactory _scopeFactory;
|
||||
private readonly ILogger<AppointmentReminderBackgroundService> _logger;
|
||||
|
||||
private static readonly TimeSpan PollingInterval = TimeSpan.FromMinutes(1);
|
||||
|
||||
/// <summary>
|
||||
/// Appointments whose scheduled start is more than this far in the past are ignored even
|
||||
/// if their reminder was never sent (server was down, etc.). We do not want to blast a
|
||||
/// customer with a "your appointment is in 30 minutes" email hours after it was due.
|
||||
/// </summary>
|
||||
private static readonly TimeSpan MaxLookback = TimeSpan.FromHours(24);
|
||||
|
||||
public AppointmentReminderBackgroundService(
|
||||
IServiceScopeFactory scopeFactory,
|
||||
ILogger<AppointmentReminderBackgroundService> logger)
|
||||
{
|
||||
_scopeFactory = scopeFactory;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Long-running loop that wakes every <see cref="PollingInterval"/> (60 s) and calls
|
||||
/// <see cref="RunAsync"/>. Uses <see cref="Task.Delay"/> with the cancellation token so
|
||||
/// the service shuts down promptly when the application stops.
|
||||
/// </summary>
|
||||
protected override async Task ExecuteAsync(CancellationToken stoppingToken)
|
||||
{
|
||||
_logger.LogInformation("AppointmentReminderBackgroundService started.");
|
||||
|
||||
while (!stoppingToken.IsCancellationRequested)
|
||||
{
|
||||
try
|
||||
{
|
||||
await Task.Delay(PollingInterval, stoppingToken);
|
||||
}
|
||||
catch (OperationCanceledException)
|
||||
{
|
||||
break;
|
||||
}
|
||||
|
||||
if (stoppingToken.IsCancellationRequested) break;
|
||||
|
||||
await RunAsync(stoppingToken);
|
||||
}
|
||||
|
||||
_logger.LogInformation("AppointmentReminderBackgroundService stopped.");
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// One poll iteration: find all appointments whose reminder window has opened, stamp them,
|
||||
/// then dispatch email + in-app notifications. A fresh DI scope is created per poll so that
|
||||
/// the DbContext change tracker is clean each time.
|
||||
/// </summary>
|
||||
private async Task RunAsync(CancellationToken ct)
|
||||
{
|
||||
try
|
||||
{
|
||||
using var scope = _scopeFactory.CreateScope();
|
||||
var db = scope.ServiceProvider.GetRequiredService<ApplicationDbContext>();
|
||||
var notificationService = scope.ServiceProvider.GetRequiredService<INotificationService>();
|
||||
var inAppService = scope.ServiceProvider.GetRequiredService<IInAppNotificationService>();
|
||||
|
||||
// ScheduledStartTime is stored as server-local time (no UTC conversion on form submit),
|
||||
// so compare against DateTime.Now rather than UtcNow to avoid a 4-hour EDT offset.
|
||||
var now = DateTime.Now;
|
||||
var lookback = now - MaxLookback;
|
||||
|
||||
// Find appointments where:
|
||||
// - Reminder is enabled and has not been sent yet
|
||||
// - The reminder window has opened: ScheduledStartTime - ReminderMinutesBefore <= now
|
||||
// - The appointment hasn't been sitting unprocessed for more than MaxLookback
|
||||
// - The appointment status is not terminal (not cancelled, completed, no-show, etc.)
|
||||
// IgnoreQueryFilters bypasses the tenant filter — no HTTP context in a background service.
|
||||
var candidates = await db.Appointments
|
||||
.IgnoreQueryFilters()
|
||||
.Include(a => a.Customer)
|
||||
.Include(a => a.AppointmentStatus)
|
||||
.Where(a =>
|
||||
!a.IsDeleted &&
|
||||
a.IsReminderEnabled &&
|
||||
a.ReminderSentAt == null &&
|
||||
a.ScheduledStartTime > lookback &&
|
||||
EF.Functions.DateDiffMinute(now, a.ScheduledStartTime) <= a.ReminderMinutesBefore &&
|
||||
!a.AppointmentStatus.IsTerminalStatus)
|
||||
.ToListAsync(ct);
|
||||
|
||||
if (candidates.Count == 0) return;
|
||||
|
||||
_logger.LogInformation(
|
||||
"AppointmentReminderBackgroundService: {Count} appointment reminder(s) to dispatch.",
|
||||
candidates.Count);
|
||||
|
||||
// Stamp ReminderSentAt before sending — prevents a restart from re-sending.
|
||||
var stampedAt = now;
|
||||
foreach (var appt in candidates)
|
||||
appt.ReminderSentAt = stampedAt;
|
||||
|
||||
await db.SaveChangesAsync(ct);
|
||||
|
||||
// Now send notifications. Failures here don't roll back the stamp because we'd
|
||||
// rather skip one reminder than spam a customer on every restart.
|
||||
foreach (var appt in candidates)
|
||||
{
|
||||
if (ct.IsCancellationRequested) break;
|
||||
|
||||
try
|
||||
{
|
||||
// Email to linked customer (no-ops internally if customer has opted out)
|
||||
await notificationService.NotifyAppointmentReminderAsync(appt);
|
||||
|
||||
// In-app bell notification for company staff
|
||||
var when = appt.IsAllDay
|
||||
? appt.ScheduledStartTime.ToString("MMMM d, yyyy")
|
||||
: appt.ScheduledStartTime.ToString("MMMM d, yyyy 'at' h:mm tt");
|
||||
|
||||
await inAppService.CreateAsync(
|
||||
companyId: appt.CompanyId,
|
||||
title: $"Appointment Reminder: {appt.Title}",
|
||||
message: $"{appt.AppointmentNumber} is scheduled for {when}.",
|
||||
notificationType: "AppointmentReminder",
|
||||
link: $"/Appointments/Details/{appt.Id}",
|
||||
customerId: appt.CustomerId);
|
||||
|
||||
_logger.LogInformation(
|
||||
"Reminder dispatched for appointment {AppointmentNumber} (id {Id}, company {CompanyId}).",
|
||||
appt.AppointmentNumber, appt.Id, appt.CompanyId);
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex,
|
||||
"Failed to dispatch reminder for appointment {AppointmentId}.", appt.Id);
|
||||
}
|
||||
}
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "AppointmentReminderBackgroundService poll failed.");
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -133,7 +133,6 @@ public class AccountDataExportController : Controller
|
||||
case "Inventory": await AddInventorySheet(package, companyId, headerColor); break;
|
||||
case "Equipment": await AddEquipmentSheet(package, companyId, headerColor); break;
|
||||
case "Vendors": await AddVendorsSheet(package, companyId, headerColor); break;
|
||||
case "ShopWorkers": await AddShopWorkersSheet(package, companyId, headerColor); break;
|
||||
case "Users": await AddUsersSheet(package, companyId, headerColor); break;
|
||||
}
|
||||
}
|
||||
@@ -182,7 +181,6 @@ public class AccountDataExportController : Controller
|
||||
case "Inventory": WriteCsvEntry(zip, "Inventory.csv", await BuildInventoryCsv(companyId)); break;
|
||||
case "Equipment": WriteCsvEntry(zip, "Equipment.csv", await BuildEquipmentCsv(companyId)); break;
|
||||
case "Vendors": WriteCsvEntry(zip, "Vendors.csv", await BuildVendorsCsv(companyId)); break;
|
||||
case "ShopWorkers": WriteCsvEntry(zip, "ShopWorkers.csv", await BuildShopWorkersCsv(companyId)); break;
|
||||
case "Users": WriteCsvEntry(zip, "Users.csv", await BuildUsersCsv(companyId)); break;
|
||||
}
|
||||
}
|
||||
@@ -268,12 +266,6 @@ public class AccountDataExportController : Controller
|
||||
.Where(s => s.CompanyId == companyId && !s.IsDeleted)
|
||||
.OrderBy(s => s.CompanyName).ToListAsync();
|
||||
|
||||
/// <summary>Fetches all non-deleted shop workers for the company.</summary>
|
||||
private Task<List<ShopWorker>> FetchShopWorkersAsync(int companyId) =>
|
||||
_db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted)
|
||||
.OrderBy(w => w.Name).ToListAsync();
|
||||
|
||||
/// <summary>
|
||||
/// Fetches all users for the company. <c>IsDeleted</c> is intentionally omitted because
|
||||
/// Identity users use <c>IsActive = false</c> for soft-deletion, not the base-entity flag.
|
||||
@@ -462,23 +454,6 @@ public class AccountDataExportController : Controller
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
private async Task AddShopWorkersSheet(ExcelPackage pkg, int companyId, Color hdr)
|
||||
{
|
||||
var data = await FetchShopWorkersAsync(companyId);
|
||||
var ws = pkg.Workbook.Worksheets.Add("Shop Workers");
|
||||
var headers = new[] { "ID", "Name", "Role", "Phone", "Email", "Active", "Notes" };
|
||||
WriteHeader(ws, headers, hdr);
|
||||
for (int i = 0; i < data.Count; i++)
|
||||
{
|
||||
var r = i + 2; var w = data[i];
|
||||
ws.Cells[r, 1].Value = w.Id; ws.Cells[r, 2].Value = w.Name;
|
||||
ws.Cells[r, 3].Value = w.Role.ToString(); ws.Cells[r, 4].Value = w.Phone;
|
||||
ws.Cells[r, 5].Value = w.Email; ws.Cells[r, 6].Value = w.IsActive ? "Yes" : "No";
|
||||
ws.Cells[r, 7].Value = w.Notes;
|
||||
}
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds a "Users" worksheet. All users (active and inactive) are included because Identity
|
||||
/// uses <c>IsActive = false</c> for soft-deletion; <c>IsDeleted</c> is not applicable here.
|
||||
@@ -611,17 +586,6 @@ public class AccountDataExportController : Controller
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>Column names match <c>ShopWorkerImportDto</c> exactly so the file can be re-imported.</summary>
|
||||
private async Task<string> BuildShopWorkersCsv(int companyId)
|
||||
{
|
||||
var data = await FetchShopWorkersAsync(companyId);
|
||||
var sb = new StringBuilder();
|
||||
sb.AppendLine("Name,Role,Phone,Email,IsActive,Notes");
|
||||
foreach (var w in data)
|
||||
sb.AppendLine($"{CsvEscape(w.Name)},{w.Role},{CsvEscape(w.Phone)},{CsvEscape(w.Email)},{w.IsActive.ToString().ToLower()},{CsvEscape(w.Notes)}");
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// All users (active and inactive) are exported for completeness and compliance — mirrors
|
||||
/// the reasoning in <see cref="AddUsersSheet"/> and <see cref="FetchUsersAsync"/>.
|
||||
@@ -675,13 +639,13 @@ public class AccountDataExportController : Controller
|
||||
|
||||
/// <summary>
|
||||
/// Returns the subset of selected sheet names reordered into the canonical export sequence
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → ShopWorkers → Users).
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → Users).
|
||||
/// Guarantees consistent file layout regardless of the order check-boxes were ticked on the form.
|
||||
/// Sheet names not in the canonical list are silently dropped.
|
||||
/// </summary>
|
||||
private static string[] OrderSheets(string[] sheets)
|
||||
{
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "ShopWorkers", "Users" };
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "Users" };
|
||||
return order.Where(sheets.Contains).ToArray();
|
||||
}
|
||||
|
||||
|
||||
@@ -60,10 +60,11 @@ public class AccountingExportController : Controller
|
||||
{
|
||||
var start = startDate.Date;
|
||||
var end = endDate.Date.AddDays(1).AddTicks(-1);
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// ── Load data ─────────────────────────────────────────────────────────
|
||||
var invoices = (await _unitOfWork.Invoices.FindAsync(
|
||||
i => i.InvoiceDate >= start && i.InvoiceDate <= end,
|
||||
i => i.CompanyId == companyId && i.InvoiceDate >= start && i.InvoiceDate <= end,
|
||||
false,
|
||||
i => i.InvoiceItems,
|
||||
i => i.Payments,
|
||||
@@ -72,7 +73,7 @@ public class AccountingExportController : Controller
|
||||
.ToList();
|
||||
|
||||
var expenses = (await _unitOfWork.Expenses.FindAsync(
|
||||
e => e.Date >= start && e.Date <= end,
|
||||
e => e.CompanyId == companyId && e.Date >= start && e.Date <= end,
|
||||
false,
|
||||
e => e.Vendor,
|
||||
e => e.ExpenseAccount,
|
||||
@@ -82,7 +83,7 @@ public class AccountingExportController : Controller
|
||||
|
||||
var bills = await _unitOfWork.Bills.GetForDateRangeAsync(start, end);
|
||||
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync())
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId))
|
||||
.OrderBy(c => c.CompanyName ?? c.ContactFirstName)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -381,9 +381,15 @@ public class AppointmentsController : Controller
|
||||
return View(dto);
|
||||
}
|
||||
|
||||
// Map changes
|
||||
// Map changes — capture old start before overwrite so we can detect a reschedule.
|
||||
var previousStart = appointment.ScheduledStartTime;
|
||||
_mapper.Map(dto, appointment);
|
||||
|
||||
// If the appointment was rescheduled, clear the reminder stamp so the background
|
||||
// service will fire again at the new time.
|
||||
if (appointment.ScheduledStartTime != previousStart)
|
||||
appointment.ReminderSentAt = null;
|
||||
|
||||
// Update
|
||||
await _unitOfWork.Appointments.UpdateAsync(appointment);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
@@ -486,9 +492,12 @@ public class AppointmentsController : Controller
|
||||
try
|
||||
{
|
||||
var events = new List<CalendarEventDto>();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// 1. Fetch appointments in date range
|
||||
var allAppointments = await _unitOfWork.Appointments.GetAllAsync(false,
|
||||
var allAppointments = await _unitOfWork.Appointments.FindAsync(
|
||||
a => a.CompanyId == companyId,
|
||||
false,
|
||||
a => a.Customer,
|
||||
a => a.AppointmentType,
|
||||
a => a.AppointmentStatus);
|
||||
@@ -501,7 +510,9 @@ public class AppointmentsController : Controller
|
||||
events.AddRange(appointmentEvents);
|
||||
|
||||
// 2. Fetch maintenance records in date range
|
||||
var allMaintenanceRecords = await _unitOfWork.MaintenanceRecords.GetAllAsync(false,
|
||||
var allMaintenanceRecords = await _unitOfWork.MaintenanceRecords.FindAsync(
|
||||
m => m.CompanyId == companyId,
|
||||
false,
|
||||
m => m.Equipment);
|
||||
|
||||
var maintenanceRecords = allMaintenanceRecords
|
||||
@@ -539,7 +550,9 @@ public class AppointmentsController : Controller
|
||||
}
|
||||
|
||||
// 3. Fetch jobs and add as all-day events
|
||||
var allJobs = await _unitOfWork.Jobs.GetAllAsync(false,
|
||||
var allJobs = await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.CompanyId == companyId,
|
||||
false,
|
||||
j => j.Customer,
|
||||
j => j.JobStatus);
|
||||
|
||||
@@ -718,6 +731,8 @@ public class AppointmentsController : Controller
|
||||
var duration = appointment.ScheduledEndTime - appointment.ScheduledStartTime;
|
||||
appointment.ScheduledStartTime = start;
|
||||
appointment.ScheduledEndTime = end;
|
||||
// Drag-drop always changes the time — reset so the reminder fires at the new time.
|
||||
appointment.ReminderSentAt = null;
|
||||
|
||||
await _unitOfWork.Appointments.UpdateAsync(appointment);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
@@ -746,13 +761,16 @@ public class AppointmentsController : Controller
|
||||
try
|
||||
{
|
||||
var terminalCodes = new[] { AppConstants.StatusCodes.Job.Completed, AppConstants.StatusCodes.Job.Delivered, AppConstants.StatusCodes.Job.Cancelled };
|
||||
var allJobs = await _unitOfWork.Jobs.GetAllAsync(false,
|
||||
var calCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allJobs = await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.CompanyId == calCompanyId,
|
||||
false,
|
||||
j => j.Customer, j => j.JobStatus, j => j.JobItems);
|
||||
|
||||
// Load coats separately — filter by JobItemId using already-loaded item IDs
|
||||
var jobItemIds = allJobs.SelectMany(j => j.JobItems.Select(i => i.Id)).ToList();
|
||||
var allCoats = await _unitOfWork.JobItemCoats.FindAsync(
|
||||
c => jobItemIds.Contains(c.JobItemId));
|
||||
c => jobItemIds.Contains(c.JobItemId) && c.CompanyId == calCompanyId);
|
||||
|
||||
var coatsByItemId = allCoats
|
||||
.Where(c => !c.IsDeleted)
|
||||
@@ -891,7 +909,9 @@ public class AppointmentsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateCreateDropdowns()
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
var customerList = customers.Select(c => new
|
||||
{
|
||||
c.Id,
|
||||
@@ -903,19 +923,16 @@ public class AppointmentsController : Controller
|
||||
.ToList();
|
||||
ViewBag.Customers = new SelectList(customerList, "Id", "DisplayName");
|
||||
|
||||
// Use cached appointment types
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var types = await _lookupCache.GetAppointmentTypeLookupsAsync(companyId);
|
||||
ViewBag.AppointmentTypes = new SelectList(types.Where(t => t.IsActive).OrderBy(t => t.DisplayOrder), "Id", "DisplayName");
|
||||
|
||||
var companyIdForWorkers = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var workers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyIdForWorkers && u.IsActive && u.CompanyRole != null)
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
.ToListAsync();
|
||||
ViewBag.Workers = new SelectList(workers.Select(u => new { u.Id, FullName = u.FullName }), "Id", "FullName");
|
||||
|
||||
var jobs = await _unitOfWork.Jobs.GetAllAsync();
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId);
|
||||
ViewBag.Jobs = new SelectList(jobs.OrderBy(j => j.JobNumber), "Id", "JobNumber");
|
||||
}
|
||||
|
||||
|
||||
@@ -27,15 +27,18 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<CatalogCategoriesController> _logger;
|
||||
|
||||
public CatalogCategoriesController(
|
||||
IUnitOfWork unitOfWork,
|
||||
IMapper mapper,
|
||||
ITenantContext tenantContext,
|
||||
ILogger<CatalogCategoriesController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -52,8 +55,9 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var indexCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.CatalogCategories
|
||||
.GetAllAsync(false,
|
||||
.FindAsync(c => c.CompanyId == indexCompanyId, false,
|
||||
c => c.ParentCategory,
|
||||
c => c.SubCategories,
|
||||
c => c.Items);
|
||||
@@ -164,7 +168,8 @@ namespace PowderCoating.Web.Controllers
|
||||
if (ModelState.IsValid)
|
||||
{
|
||||
// Check for duplicate category name under the same parent (case-insensitive)
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == companyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Name.Equals(dto.Name.Trim(), StringComparison.OrdinalIgnoreCase) &&
|
||||
c.ParentCategoryId == dto.ParentCategoryId);
|
||||
@@ -272,7 +277,8 @@ namespace PowderCoating.Web.Controllers
|
||||
|
||||
if (nameChanged || parentChanged)
|
||||
{
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var editCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == editCompanyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Id != id &&
|
||||
c.Name.Equals(dto.Name.Trim(), StringComparison.OrdinalIgnoreCase) &&
|
||||
@@ -444,7 +450,8 @@ namespace PowderCoating.Web.Controllers
|
||||
var trimmedName = request.Name.Trim();
|
||||
|
||||
// Check for duplicate category name under the same parent (case-insensitive)
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var quickCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == quickCompanyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Name.Equals(trimmedName, StringComparison.OrdinalIgnoreCase) &&
|
||||
c.ParentCategoryId == request.ParentCategoryId);
|
||||
@@ -500,8 +507,9 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var treeCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.CatalogCategories
|
||||
.GetAllAsync(false, c => c.SubCategories, c => c.Items);
|
||||
.FindAsync(c => c.CompanyId == treeCompanyId, false, c => c.SubCategories, c => c.Items);
|
||||
|
||||
// Build tree from root categories
|
||||
var rootCategories = categories
|
||||
@@ -535,7 +543,8 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var dropdownCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == dropdownCompanyId)).ToList();
|
||||
|
||||
// Build hierarchical list (parents before children)
|
||||
var hierarchicalList = new List<CatalogCategory>();
|
||||
@@ -573,7 +582,8 @@ namespace PowderCoating.Web.Controllers
|
||||
/// </param>
|
||||
private async Task PopulateParentCategoryDropdown(int? excludeCategoryId = null)
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var parentDropCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == parentDropCompanyId)).ToList();
|
||||
|
||||
// Exclude the current category and its descendants to prevent circular references
|
||||
var excludedIds = new HashSet<int>();
|
||||
@@ -700,7 +710,8 @@ namespace PowderCoating.Web.Controllers
|
||||
if (categoryId == newParentId)
|
||||
return true;
|
||||
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var circleCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == circleCompanyId)).ToList();
|
||||
var current = categories.FirstOrDefault(c => c.Id == newParentId);
|
||||
|
||||
while (current != null)
|
||||
|
||||
@@ -83,7 +83,8 @@ namespace PowderCoating.Web.Controllers
|
||||
try
|
||||
{
|
||||
// Get all categories with their items
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.GetAllAsync(false, c => c.Items)).ToList();
|
||||
var itemsCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == itemsCompanyId, false, c => c.Items)).ToList();
|
||||
var allItems = allCategories.SelectMany(c => c.Items).ToList();
|
||||
|
||||
// Apply search filter
|
||||
@@ -578,7 +579,8 @@ namespace PowderCoating.Web.Controllers
|
||||
return Json(new List<object>());
|
||||
}
|
||||
|
||||
var allItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category);
|
||||
var searchCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allItems = await _unitOfWork.CatalogItems.FindAsync(i => i.CompanyId == searchCompanyId, false, i => i.Category);
|
||||
var search = searchTerm.ToLower();
|
||||
|
||||
var items = allItems
|
||||
@@ -694,7 +696,8 @@ namespace PowderCoating.Web.Controllers
|
||||
/// </summary>
|
||||
private async Task PopulateCategoryDropdown()
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
|
||||
// Build hierarchical list (parents before children)
|
||||
var hierarchicalList = new List<CatalogCategory>();
|
||||
@@ -1045,7 +1048,7 @@ namespace PowderCoating.Web.Controllers
|
||||
// Load all categories so we can build full paths (e.g. "Cerakote > Firearms").
|
||||
// The full path gives Claude the coating-type context it needs — an item in
|
||||
// "Firearms" under "Cerakote" costs very differently than one under "Powder Coat".
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.GetAllAsync())
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == currentUser.CompanyId))
|
||||
.ToDictionary(c => c.Id);
|
||||
|
||||
// Load company operating costs
|
||||
|
||||
@@ -142,10 +142,10 @@ public class CompanySettingsController : Controller
|
||||
&& !connectClientId.Contains("your_connect_client_id_here", StringComparison.OrdinalIgnoreCase);
|
||||
|
||||
// Load notification templates for inline tab
|
||||
var existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
var existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
var seeded = await EnsureNotificationTemplatesSeededAsync(companyId.Value, existing.ToList());
|
||||
if (seeded > 0)
|
||||
existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
dto.NotificationTemplates = existing
|
||||
.OrderBy(t => (int)t.NotificationType).ThenBy(t => (int)t.Channel)
|
||||
@@ -755,9 +755,8 @@ public class CompanySettingsController : Controller
|
||||
|
||||
var costs = company.OperatingCosts;
|
||||
|
||||
var ovens = (await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive)).OrderBy(o => o.DisplayOrder).ToList();
|
||||
var workers = (await _unitOfWork.ShopWorkers.FindAsync(w => w.IsActive)).ToList();
|
||||
var coatingCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsCoating)).ToList();
|
||||
var ovens = (await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive && o.CompanyId == companyId.Value)).OrderBy(o => o.DisplayOrder).ToList();
|
||||
var coatingCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsCoating && c.CompanyId == companyId.Value)).ToList();
|
||||
|
||||
var sb = new System.Text.StringBuilder();
|
||||
|
||||
@@ -783,8 +782,7 @@ public class CompanySettingsController : Controller
|
||||
ShopCapabilityTier.Large => "high-volume",
|
||||
_ => "small"
|
||||
};
|
||||
sb.AppendLine($"We are a {tierLabel} operation" +
|
||||
(workers.Count > 0 ? $" with {workers.Count} active shop worker{(workers.Count == 1 ? "" : "s")}." : "."));
|
||||
sb.AppendLine($"We are a {tierLabel} operation.");
|
||||
}
|
||||
|
||||
// Ovens
|
||||
@@ -827,32 +825,6 @@ public class CompanySettingsController : Controller
|
||||
sb.AppendLine($"Powder categories we stock: {string.Join(", ", catNames)}.");
|
||||
}
|
||||
|
||||
// Worker roles
|
||||
if (workers.Any())
|
||||
{
|
||||
var roles = workers
|
||||
.Select(w => w.Role)
|
||||
.Distinct()
|
||||
.Select(r => r switch
|
||||
{
|
||||
ShopWorkerRole.Sandblaster => "sandblasting",
|
||||
ShopWorkerRole.Coater => "powder coating",
|
||||
ShopWorkerRole.Masker => "masking",
|
||||
ShopWorkerRole.QualityControl => "quality control",
|
||||
ShopWorkerRole.OvenOperator => "oven operation",
|
||||
ShopWorkerRole.Supervisor => "supervision",
|
||||
ShopWorkerRole.Maintenance => "equipment maintenance",
|
||||
_ => "general labor"
|
||||
})
|
||||
.Distinct()
|
||||
.ToList();
|
||||
if (roles.Count > 1)
|
||||
{
|
||||
sb.AppendLine();
|
||||
sb.AppendLine($"Staff specialties on hand: {string.Join(", ", roles)}.");
|
||||
}
|
||||
}
|
||||
|
||||
// Rates hint
|
||||
if (costs != null && costs.StandardLaborRate > 0)
|
||||
{
|
||||
@@ -948,7 +920,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var statuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var statuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId);
|
||||
var sortedStatuses = statuses.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<JobStatusLookupDto>>(sortedStatuses);
|
||||
@@ -1099,7 +1072,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var statuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
var statuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == (companyId ?? 0));
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1112,7 +1086,6 @@ public class CompanySettingsController : Controller
|
||||
}
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId.HasValue) _lookupCache.InvalidateCompanyCache(companyId.Value);
|
||||
|
||||
_logger.LogInformation("Job statuses reordered");
|
||||
@@ -1141,7 +1114,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId);
|
||||
var sortedPriorities = priorities.OrderBy(p => p.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<JobPriorityLookupDto>>(sortedPriorities);
|
||||
@@ -1286,7 +1260,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1325,7 +1300,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.FindAsync(s => s.CompanyId == companyId);
|
||||
var sortedStatuses = statuses.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<QuoteStatusLookupDto>>(sortedStatuses);
|
||||
@@ -1506,7 +1482,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.FindAsync(s => s.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1545,7 +1522,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var services = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var services = await _unitOfWork.PrepServices.FindAsync(s => s.CompanyId == companyId);
|
||||
var sortedServices = services.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<PrepServiceDto>>(sortedServices);
|
||||
@@ -1667,7 +1645,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var services = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var services = await _unitOfWork.PrepServices.FindAsync(s => s.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1840,7 +1819,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.FindAsync(t => t.CompanyId == companyId);
|
||||
var sortedTypes = types.OrderBy(t => t.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<AppointmentTypeLookupDto>>(sortedTypes);
|
||||
@@ -1984,7 +1964,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.FindAsync(t => t.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -2024,7 +2005,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId);
|
||||
var sortedCategories = categories.OrderBy(c => c.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<InventoryCategoryLookupDto>>(sortedCategories);
|
||||
@@ -2160,7 +2142,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -2377,12 +2360,12 @@ public class CompanySettingsController : Controller
|
||||
if (companyId == null) return RedirectToAction(nameof(Index));
|
||||
|
||||
// Load all existing templates for this company
|
||||
var existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
var existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
// Auto-seed any missing canonical combinations
|
||||
var seeded = await EnsureNotificationTemplatesSeededAsync(companyId.Value, existing.ToList());
|
||||
if (seeded > 0)
|
||||
existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
var dtos = existing.OrderBy(t => (int)t.NotificationType).ThenBy(t => (int)t.Channel)
|
||||
.Select(t => new NotificationTemplateDto
|
||||
@@ -2719,79 +2702,6 @@ public class CompanySettingsController : Controller
|
||||
|
||||
// ── Role-Based Labor Rates ────────────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
/// Returns the per-role hourly labor rates configured for the current company, keyed by
|
||||
/// <see cref="PowderCoating.Core.Enums.ShopWorkerRole"/> integer value. An empty list is returned
|
||||
/// (rather than a 404) when no rates have been configured yet, so the UI can render the rate grid
|
||||
/// without special-casing an empty state. The global multi-tenant filter on
|
||||
/// <c>ShopWorkerRoleCosts</c> ensures only this company's rates are returned.
|
||||
/// </summary>
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetRoleCosts()
|
||||
{
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId == null) return Json(new List<object>());
|
||||
|
||||
var rates = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value);
|
||||
var result = rates.Select(r => new { role = (int)r.Role, hourlyRate = r.HourlyRate }).ToList();
|
||||
return Json(result);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Upserts the per-role hourly labor rates for the current company. The operation handles three cases
|
||||
/// per rate in a single pass: (1) rate cleared (≤ 0) — soft-delete the existing record; (2) rate set
|
||||
/// but no existing record — insert new; (3) rate changed — update existing. This avoids full
|
||||
/// table replace semantics that could cause audit log noise or trigger unintended EF change-tracking.
|
||||
/// These rates are used by the pricing calculator when <c>UseRoleBasedLaborRates</c> is enabled in
|
||||
/// <c>CompanyOperatingCosts</c>.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
public async Task<IActionResult> SaveRoleCosts([FromBody] List<SaveRoleCostDto> rates)
|
||||
{
|
||||
try
|
||||
{
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId == null) return Json(new { success = false, message = "No company found." });
|
||||
|
||||
var existing = (await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value)).ToList();
|
||||
|
||||
foreach (var dto in rates)
|
||||
{
|
||||
var record = existing.FirstOrDefault(r => (int)r.Role == dto.Role);
|
||||
if (dto.HourlyRate <= 0)
|
||||
{
|
||||
// Remove rate if cleared
|
||||
if (record != null)
|
||||
await _unitOfWork.ShopWorkerRoleCosts.SoftDeleteAsync(record.Id);
|
||||
}
|
||||
else if (record == null)
|
||||
{
|
||||
await _unitOfWork.ShopWorkerRoleCosts.AddAsync(new PowderCoating.Core.Entities.ShopWorkerRoleCost
|
||||
{
|
||||
CompanyId = companyId.Value,
|
||||
Role = (PowderCoating.Core.Enums.ShopWorkerRole)dto.Role,
|
||||
HourlyRate = dto.HourlyRate,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
});
|
||||
}
|
||||
else
|
||||
{
|
||||
record.HourlyRate = dto.HourlyRate;
|
||||
record.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.ShopWorkerRoleCosts.UpdateAsync(record);
|
||||
}
|
||||
}
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
return Json(new { success = true });
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error saving role costs");
|
||||
return Json(new { success = false, message = "An error occurred saving role rates." });
|
||||
}
|
||||
}
|
||||
|
||||
// ─── Stripe Connect ───────────────────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
@@ -3055,7 +2965,6 @@ public class CompanySettingsController : Controller
|
||||
}
|
||||
|
||||
public record SaveTemplateJsonRequest(int Id, string? Subject, string? Body);
|
||||
public record SaveRoleCostDto(int Role, decimal HourlyRate);
|
||||
public record SaveOnlinePaymentSettingsDto(
|
||||
OnlinePaymentSurchargeType SurchargeType,
|
||||
decimal SurchargeValue,
|
||||
|
||||
@@ -226,11 +226,9 @@ public class CompanyUsersController : Controller
|
||||
/// Creates a new company user, enforcing the subscription user-count limit and a whitelist
|
||||
/// of valid <c>CompanyRole</c> values (preventing callers from submitting a null role to
|
||||
/// create a SuperAdmin-equivalent account). CompanyAdmin users automatically receive all
|
||||
/// per-feature permissions unless a SuperAdmin is explicitly customising them. Workers
|
||||
/// additionally get an auto-created <see cref="ShopWorker"/> record so they appear in job
|
||||
/// assignment dropdowns without a separate onboarding step. A legacy ASP.NET Identity role
|
||||
/// (Administrator / Manager / Employee / ReadOnly) is also assigned to satisfy policy
|
||||
/// checks that still reference the role system.
|
||||
/// per-feature permissions unless a SuperAdmin is explicitly customising them. A legacy
|
||||
/// ASP.NET Identity role (Administrator / Manager / Employee / ReadOnly) is also assigned
|
||||
/// to satisfy policy checks that still reference the role system.
|
||||
/// </summary>
|
||||
// POST: CompanyUsers/Create
|
||||
[HttpPost]
|
||||
@@ -351,27 +349,7 @@ public class CompanyUsersController : Controller
|
||||
|
||||
await _userManager.AddToRoleAsync(user, legacyRole);
|
||||
|
||||
// If Worker role, automatically create a ShopWorker record
|
||||
if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
|
||||
{
|
||||
var shopWorker = new ShopWorker
|
||||
{
|
||||
Name = user.FullName,
|
||||
Email = user.Email,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = true,
|
||||
Notes = $"Auto-created from user account: {user.Email}",
|
||||
Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
|
||||
CompanyId = companyId!.Value
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
|
||||
}
|
||||
|
||||
_logger.LogInformation("User {Email} created successfully by {Admin}",
|
||||
_logger.LogInformation("User {Email} created successfully by {Admin}",
|
||||
user.Email, User.Identity?.Name);
|
||||
|
||||
TempData["Success"] = $"User '{user.FullName}' created successfully.";
|
||||
@@ -441,6 +419,7 @@ public class CompanyUsersController : Controller
|
||||
CompanyRole = user.CompanyRole ?? AppConstants.CompanyRoles.Viewer,
|
||||
Department = user.Department,
|
||||
Position = user.Position,
|
||||
LaborCostPerHour = user.LaborCostPerHour,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = user.IsActive,
|
||||
HireDate = user.HireDate,
|
||||
@@ -479,11 +458,9 @@ public class CompanyUsersController : Controller
|
||||
/// Saves changes to an existing company user. Validates company isolation and role whitelist
|
||||
/// (same checks as <see cref="Edit(string, string)"/>). Prevents two dangerous deactivation
|
||||
/// scenarios: a user deactivating themselves, and deactivating the last active CompanyAdmin
|
||||
/// for a company (which would lock out the tenant). When the role changes to Worker and no
|
||||
/// matching <see cref="ShopWorker"/> record exists, one is created automatically; if one
|
||||
/// already exists, its name, email, and active status are kept in sync. Email changes are
|
||||
/// applied via <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so
|
||||
/// Identity's own normalisation logic runs correctly.
|
||||
/// for a company (which would lock out the tenant). Email changes are applied via
|
||||
/// <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so Identity's own
|
||||
/// normalisation logic runs correctly.
|
||||
/// </summary>
|
||||
// POST: CompanyUsers/Edit/id
|
||||
[HttpPost]
|
||||
@@ -596,6 +573,7 @@ public class CompanyUsersController : Controller
|
||||
user.CompanyRole = model.CompanyRole;
|
||||
user.Department = model.Department;
|
||||
user.Position = model.Position;
|
||||
user.LaborCostPerHour = model.LaborCostPerHour;
|
||||
user.PhoneNumber = model.Phone;
|
||||
user.IsActive = model.IsActive;
|
||||
user.HireDate = model.HireDate;
|
||||
@@ -632,60 +610,7 @@ public class CompanyUsersController : Controller
|
||||
user.Id, oldEmail, model.Email, User.Identity?.Name);
|
||||
}
|
||||
|
||||
// If role changed to Worker, ensure ShopWorker record exists
|
||||
if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
|
||||
{
|
||||
// Search by oldEmail so we find the record even when the email just changed
|
||||
var lookupEmail = emailChanged ? oldEmail : user.Email;
|
||||
var existingShopWorker = (await _unitOfWork.ShopWorkers.FindAsync(
|
||||
sw => sw.Email == lookupEmail && sw.CompanyId == user.CompanyId)).ToList();
|
||||
|
||||
if (!existingShopWorker.Any())
|
||||
{
|
||||
var shopWorker = new ShopWorker
|
||||
{
|
||||
Name = user.FullName,
|
||||
Email = user.Email,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = user.IsActive,
|
||||
Notes = $"Auto-created from user account: {user.Email}",
|
||||
Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
|
||||
CompanyId = user.CompanyId
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
|
||||
}
|
||||
else
|
||||
{
|
||||
// Update existing ShopWorker to ensure it's active
|
||||
var shopWorker = existingShopWorker.First();
|
||||
var shopWorkerDirty = false;
|
||||
|
||||
if (!shopWorker.IsActive && user.IsActive)
|
||||
{
|
||||
shopWorker.IsActive = true;
|
||||
shopWorkerDirty = true;
|
||||
_logger.LogInformation("ShopWorker record reactivated for user {Email}", user.Email);
|
||||
}
|
||||
|
||||
if (emailChanged && shopWorker.Email == oldEmail)
|
||||
{
|
||||
shopWorker.Email = user.Email;
|
||||
shopWorkerDirty = true;
|
||||
}
|
||||
|
||||
shopWorker.Name = user.FullName;
|
||||
shopWorker.Phone = user.PhoneNumber;
|
||||
|
||||
if (shopWorkerDirty)
|
||||
await _unitOfWork.CompleteAsync();
|
||||
}
|
||||
}
|
||||
|
||||
_logger.LogInformation("User {Email} updated successfully by {Admin}",
|
||||
_logger.LogInformation("User {Email} updated successfully by {Admin}",
|
||||
user.Email, User.Identity?.Name);
|
||||
|
||||
TempData["Success"] = "User updated successfully.";
|
||||
|
||||
@@ -315,7 +315,8 @@ public class CreditMemosController : Controller
|
||||
|
||||
private async Task PopulateCustomersAsync(int? selectedId)
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = customers
|
||||
.OrderBy(c => c.CompanyName ?? $"{c.ContactFirstName} {c.ContactLastName}".Trim())
|
||||
.Select(c => new SelectListItem
|
||||
|
||||
@@ -342,14 +342,16 @@ public class DashboardController : Controller
|
||||
TipOfTheDay = data.TipOfTheDay
|
||||
};
|
||||
|
||||
// Resolve company once so all remaining queries are explicitly scoped
|
||||
var currentCompanyId = _tenantContext.GetCurrentCompanyId();
|
||||
var companyId = currentCompanyId ?? 0;
|
||||
|
||||
// Dropdowns for the "Add Custom Powder to Inventory" modal
|
||||
var inventoryCategories = (await _unitOfWork.InventoryCategoryLookups.GetAllAsync())
|
||||
.Where(c => c.IsActive)
|
||||
var inventoryCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsActive && c.CompanyId == companyId))
|
||||
.OrderBy(c => c.DisplayOrder)
|
||||
.Select(c => new { c.Id, c.DisplayName })
|
||||
.ToList();
|
||||
var vendors = (await _unitOfWork.Vendors.GetAllAsync())
|
||||
.Where(v => v.IsActive)
|
||||
var vendors = (await _unitOfWork.Vendors.FindAsync(v => v.IsActive && v.CompanyId == companyId))
|
||||
.OrderBy(v => v.CompanyName)
|
||||
.Select(v => new { v.Id, v.CompanyName })
|
||||
.ToList();
|
||||
@@ -357,7 +359,6 @@ public class DashboardController : Controller
|
||||
ViewBag.VendorList = vendors;
|
||||
|
||||
// Config health check — surface setup gaps to company admins
|
||||
var currentCompanyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (currentCompanyId.HasValue)
|
||||
{
|
||||
ViewBag.ConfigHealth = await _configHealth.CheckAsync(currentCompanyId.Value);
|
||||
@@ -711,8 +712,8 @@ public class DashboardController : Controller
|
||||
i => i.Coats.Any(c => c.Id == coatId), false, i => i.Job);
|
||||
var companyId = jobItem?.Job?.CompanyId ?? _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// Check SKU uniqueness
|
||||
if (await _unitOfWork.InventoryItems.AnyAsync(i => i.SKU == sku.Trim()))
|
||||
// Check SKU uniqueness within this company
|
||||
if (await _unitOfWork.InventoryItems.AnyAsync(i => i.SKU == sku.Trim() && i.CompanyId == companyId))
|
||||
return Json(new { success = false, message = $"SKU '{sku}' already exists in inventory." });
|
||||
|
||||
// Determine category display name for legacy field
|
||||
|
||||
@@ -122,7 +122,6 @@ public class DataExportController : Controller
|
||||
case "Inventory": await AddInventorySheet(package, companyId, headerColor); break;
|
||||
case "Equipment": await AddEquipmentSheet(package, companyId, headerColor); break;
|
||||
case "Vendors": await AddVendorsSheet(package, companyId, headerColor); break;
|
||||
case "ShopWorkers": await AddShopWorkersSheet(package, companyId, headerColor); break;
|
||||
case "Users": await AddUsersSheet(package, companyId, headerColor); break;
|
||||
}
|
||||
}
|
||||
@@ -172,7 +171,6 @@ public class DataExportController : Controller
|
||||
case "Inventory": WriteCsvEntry(zip, "Inventory.csv", await BuildInventoryCsv(companyId)); break;
|
||||
case "Equipment": WriteCsvEntry(zip, "Equipment.csv", await BuildEquipmentCsv(companyId)); break;
|
||||
case "Vendors": WriteCsvEntry(zip, "Vendors.csv", await BuildVendorsCsv(companyId)); break;
|
||||
case "ShopWorkers": WriteCsvEntry(zip, "ShopWorkers.csv", await BuildShopWorkersCsv(companyId)); break;
|
||||
case "Users": WriteCsvEntry(zip, "Users.csv", await BuildUsersCsv(companyId)); break;
|
||||
}
|
||||
}
|
||||
@@ -441,38 +439,6 @@ public class DataExportController : Controller
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds a "Shop Workers" worksheet with one row per non-deleted shop worker for the
|
||||
/// specified company. <c>Role.ToString()</c> converts the enum to a string; the view
|
||||
/// typically formats these with spaces (e.g. "QualityControl" → "Quality Control") but the
|
||||
/// raw enum name is used here so the export value is round-trip parseable.
|
||||
/// </summary>
|
||||
private async Task AddShopWorkersSheet(ExcelPackage pkg, int companyId, Color hdr)
|
||||
{
|
||||
var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted)
|
||||
.OrderBy(w => w.Name)
|
||||
.ToListAsync();
|
||||
|
||||
var ws = pkg.Workbook.Worksheets.Add("Shop Workers");
|
||||
var headers = new[] { "ID", "Name", "Role", "Phone", "Email", "Active", "Notes" };
|
||||
WriteHeader(ws, headers, hdr);
|
||||
|
||||
for (int i = 0; i < data.Count; i++)
|
||||
{
|
||||
var r = i + 2;
|
||||
var w = data[i];
|
||||
ws.Cells[r, 1].Value = w.Id;
|
||||
ws.Cells[r, 2].Value = w.Name;
|
||||
ws.Cells[r, 3].Value = w.Role.ToString();
|
||||
ws.Cells[r, 4].Value = w.Phone;
|
||||
ws.Cells[r, 5].Value = w.Email;
|
||||
ws.Cells[r, 6].Value = w.IsActive ? "Yes" : "No";
|
||||
ws.Cells[r, 7].Value = w.Notes;
|
||||
}
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds an "Invoices" worksheet with one row per non-deleted invoice for the specified company.
|
||||
/// The customer navigation is eagerly loaded so the customer name can be rendered; when a
|
||||
@@ -687,21 +653,6 @@ public class DataExportController : Controller
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the shop workers CSV string for the specified company, ordered alphabetically by name.
|
||||
/// Column names match <see cref="ShopWorkerImportDto"/> exactly so the file can be re-imported.
|
||||
/// </summary>
|
||||
private async Task<string> BuildShopWorkersCsv(int companyId)
|
||||
{
|
||||
var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted).OrderBy(w => w.Name).ToListAsync();
|
||||
var sb = new StringBuilder();
|
||||
sb.AppendLine("Name,Role,Phone,Email,IsActive,Notes");
|
||||
foreach (var w in data)
|
||||
sb.AppendLine($"{CsvEscape(w.Name)},{w.Role},{CsvEscape(w.Phone)},{CsvEscape(w.Email)},{w.IsActive.ToString().ToLower()},{CsvEscape(w.Notes)}");
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the users CSV string for the specified company, ordered by last name.
|
||||
/// Like <see cref="AddUsersSheet"/>, the <c>IsDeleted</c> filter is intentionally omitted
|
||||
@@ -761,7 +712,7 @@ public class DataExportController : Controller
|
||||
|
||||
/// <summary>
|
||||
/// Returns the requested sheet names sorted into the canonical export order
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → ShopWorkers → Users).
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → Users).
|
||||
/// This ensures that the workbook and ZIP archive always have a predictable, logical layout
|
||||
/// regardless of the order the administrator checked the boxes on the form.
|
||||
/// Any sheet name not in the canonical list is silently ignored.
|
||||
@@ -769,7 +720,7 @@ public class DataExportController : Controller
|
||||
/// <param name="sheets">Raw sheet names from the form POST.</param>
|
||||
private static string[] OrderSheets(string[] sheets)
|
||||
{
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "ShopWorkers", "Users" };
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "Users" };
|
||||
return order.Where(sheets.Contains).ToArray();
|
||||
}
|
||||
|
||||
|
||||
@@ -175,7 +175,6 @@ public class DataPurgeController : Controller
|
||||
stats.Add(await Stat("Equipment", "Equipment", "bi-tools", "Inventory & Ops", _db.Equipment.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("MaintenanceRecords","Maintenance Records", "bi-wrench", "Inventory & Ops", _db.MaintenanceRecords.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("Vendors", "Vendors", "bi-truck", "Inventory & Ops", _db.Vendors.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("ShopWorkers", "Shop Workers", "bi-person-badge","Inventory & Ops", _db.ShopWorkers.Where(e => e.IsDeleted)));
|
||||
|
||||
return stats;
|
||||
}
|
||||
@@ -204,7 +203,6 @@ public class DataPurgeController : Controller
|
||||
"Equipment" => await QueryCount(_db.Equipment, cutoff),
|
||||
"MaintenanceRecords" => await QueryCount(_db.MaintenanceRecords, cutoff),
|
||||
"Vendors" => await QueryCount(_db.Vendors, cutoff),
|
||||
"ShopWorkers" => await QueryCount(_db.ShopWorkers, cutoff),
|
||||
_ => (0, null)
|
||||
};
|
||||
}
|
||||
@@ -324,11 +322,6 @@ public class DataPurgeController : Controller
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
case "ShopWorkers":
|
||||
count = await _db.ShopWorkers.IgnoreQueryFilters()
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
default:
|
||||
return 0;
|
||||
}
|
||||
@@ -359,7 +352,7 @@ public class DataPurgeController : Controller
|
||||
"MaintenanceRecords",
|
||||
"Jobs", "Customers", "Quotes",
|
||||
"InventoryItems", "Equipment",
|
||||
"Vendors", "ShopWorkers"
|
||||
"Vendors"
|
||||
};
|
||||
return order.Where(entities.Contains).ToArray();
|
||||
}
|
||||
|
||||
@@ -38,14 +38,6 @@ namespace PowderCoating.Web.Controllers
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Shop Workers help article describing roles, assignment to jobs, and maintenance tasks.
|
||||
/// </summary>
|
||||
public IActionResult ShopWorkers()
|
||||
{
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Equipment help article explaining the equipment status lifecycle and maintenance scheduling.
|
||||
/// </summary>
|
||||
|
||||
@@ -64,6 +64,7 @@ public class InventoryController : Controller
|
||||
public async Task<IActionResult> Index(
|
||||
string? searchTerm,
|
||||
string? category,
|
||||
string? location,
|
||||
string? sortColumn,
|
||||
string sortDirection = "asc",
|
||||
bool lowStockOnly = false,
|
||||
@@ -87,50 +88,64 @@ public class InventoryController : Controller
|
||||
};
|
||||
gridRequest.Validate();
|
||||
|
||||
// Build search and category filter
|
||||
// Build filter — compose search, category, location, and low-stock predicates
|
||||
System.Linq.Expressions.Expression<Func<InventoryItem, bool>>? filter = null;
|
||||
|
||||
if (lowStockOnly && !string.IsNullOrWhiteSpace(searchTerm))
|
||||
{
|
||||
var search = searchTerm.ToLower();
|
||||
var hasSearch = !string.IsNullOrWhiteSpace(searchTerm);
|
||||
var hasCategory = !string.IsNullOrWhiteSpace(category);
|
||||
var hasLocation = !string.IsNullOrWhiteSpace(location);
|
||||
|
||||
var search = searchTerm?.ToLower() ?? "";
|
||||
var cat = category ?? "";
|
||||
var loc = location ?? "";
|
||||
|
||||
if (lowStockOnly && hasSearch && hasLocation)
|
||||
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint
|
||||
&& (i.SKU.ToLower().Contains(search)
|
||||
|| i.Name.ToLower().Contains(search)
|
||||
&& (i.Location != null && i.Location.ToLower() == loc.ToLower())
|
||||
&& (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|
||||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|
||||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)));
|
||||
}
|
||||
else if (lowStockOnly && hasSearch)
|
||||
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint
|
||||
&& (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|
||||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|
||||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)));
|
||||
else if (lowStockOnly && hasLocation)
|
||||
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint
|
||||
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
|
||||
else if (lowStockOnly)
|
||||
{
|
||||
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint;
|
||||
}
|
||||
else if (!string.IsNullOrWhiteSpace(searchTerm) && !string.IsNullOrWhiteSpace(category))
|
||||
{
|
||||
// Both search and category filter
|
||||
var search = searchTerm.ToLower();
|
||||
var cat = category;
|
||||
filter = i => (i.SKU.ToLower().Contains(search)
|
||||
|| i.Name.ToLower().Contains(search)
|
||||
|| (i.Description != null && i.Description.ToLower().Contains(search))
|
||||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|
||||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
|
||||
else if (hasSearch && hasCategory && hasLocation)
|
||||
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|
||||
|| (i.Description != null && i.Description.ToLower().Contains(search))
|
||||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|
||||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
|
||||
&& i.Category.ToLower() == cat.ToLower()
|
||||
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
|
||||
else if (hasSearch && hasCategory)
|
||||
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|
||||
|| (i.Description != null && i.Description.ToLower().Contains(search))
|
||||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|
||||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
|
||||
&& i.Category.ToLower() == cat.ToLower();
|
||||
}
|
||||
else if (!string.IsNullOrWhiteSpace(searchTerm))
|
||||
{
|
||||
// Search only
|
||||
var search = searchTerm.ToLower();
|
||||
filter = i => i.SKU.ToLower().Contains(search)
|
||||
|| i.Name.ToLower().Contains(search)
|
||||
else if (hasSearch && hasLocation)
|
||||
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|
||||
|| (i.Description != null && i.Description.ToLower().Contains(search))
|
||||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|
||||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
|
||||
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
|
||||
else if (hasSearch)
|
||||
filter = i => i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|
||||
|| (i.Description != null && i.Description.ToLower().Contains(search))
|
||||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|
||||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search));
|
||||
}
|
||||
else if (!string.IsNullOrWhiteSpace(category))
|
||||
{
|
||||
// Category filter only
|
||||
var cat = category;
|
||||
else if (hasCategory && hasLocation)
|
||||
filter = i => i.Category.ToLower() == cat.ToLower()
|
||||
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
|
||||
else if (hasCategory)
|
||||
filter = i => i.Category.ToLower() == cat.ToLower();
|
||||
}
|
||||
else if (hasLocation)
|
||||
filter = i => i.Location != null && i.Location.ToLower() == loc.ToLower();
|
||||
|
||||
// Build orderBy function
|
||||
Func<IQueryable<InventoryItem>, IOrderedQueryable<InventoryItem>> orderBy = gridRequest.SortColumn switch
|
||||
@@ -159,18 +174,21 @@ public class InventoryController : Controller
|
||||
|
||||
var pagedResult = PagedResult<InventoryListDto>.From(gridRequest, itemDtos, totalCount);
|
||||
|
||||
// Load all items once to compute sidebar stats and category list in memory
|
||||
var allItems = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
// Load all items once to compute sidebar stats and dropdown option lists in memory
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allItems = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
ViewBag.Categories = allItems.Select(i => i.Category).Where(c => c != null).Distinct().OrderBy(c => c).ToList();
|
||||
ViewBag.Locations = allItems.Select(i => i.Location).Where(l => !string.IsNullOrWhiteSpace(l)).Distinct().OrderBy(l => l).ToList();
|
||||
ViewBag.StatsLowStockCount = allItems.Count(i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint);
|
||||
ViewBag.StatsActiveCount = allItems.Count(i => i.IsActive);
|
||||
ViewBag.StatsTotalValue = allItems.Sum(i => (decimal?)i.QuantityOnHand * i.UnitCost) ?? 0m;
|
||||
|
||||
// Set ViewBag for sorting and filters
|
||||
ViewBag.SearchTerm = searchTerm;
|
||||
ViewBag.Category = category;
|
||||
ViewBag.SearchTerm = searchTerm;
|
||||
ViewBag.Category = category;
|
||||
ViewBag.Location = location;
|
||||
ViewBag.LowStockOnly = lowStockOnly;
|
||||
ViewBag.SortColumn = gridRequest.SortColumn;
|
||||
ViewBag.SortColumn = gridRequest.SortColumn;
|
||||
ViewBag.SortDirection = gridRequest.SortDirection;
|
||||
|
||||
return View(pagedResult);
|
||||
@@ -183,6 +201,26 @@ public class InventoryController : Controller
|
||||
}
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Returns a print-optimised list of all active inventory items in a given bin/location.
|
||||
/// Renders without the site chrome (no layout) so the browser print dialog produces a
|
||||
/// clean page. Items are sorted by name within the bin.
|
||||
/// </summary>
|
||||
public async Task<IActionResult> PrintBin(string location)
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(location))
|
||||
return RedirectToAction(nameof(Index));
|
||||
|
||||
var loc = location.Trim();
|
||||
var items = await _unitOfWork.InventoryItems.FindAsync(
|
||||
i => i.Location != null && i.Location.ToLower() == loc.ToLower());
|
||||
|
||||
var dtos = _mapper.Map<List<InventoryListDto>>(items.OrderBy(i => i.Name).ToList());
|
||||
ViewBag.Location = loc;
|
||||
ViewBag.PrintedAt = DateTime.Now;
|
||||
return View(dtos);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Renders the inventory item detail page. The primary vendor name is looked up
|
||||
/// separately because the repository does not eager-load Vendor by default, avoiding
|
||||
@@ -896,10 +934,31 @@ public class InventoryController : Controller
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(qrUrl))
|
||||
{
|
||||
// QR path: fetch the product page; LookupByUrlAsync now maps all identity + spec fields
|
||||
aiResult = await _aiLookupService.LookupByUrlAsync(qrUrl, null);
|
||||
if (aiResult.Success && aiResult.SpecPageUrl == null)
|
||||
aiResult.SpecPageUrl = qrUrl;
|
||||
// QR path: try to extract product identity from the URL using manufacturer patterns.
|
||||
// Prismatic Powders URLs embed both the SKU and color slug in the path
|
||||
// (e.g. /shop/powder-coating-colors/PMB-6906/fire-red), so we can feed the full
|
||||
// LookupAsync pipeline (Serper + direct URL + Claude) with real context instead of
|
||||
// relying solely on a page fetch that may fail in production.
|
||||
var activePatterns = (await _unitOfWork.ManufacturerLookupPatterns.GetAllAsync(ignoreQueryFilters: true))
|
||||
.Where(p => p.IsActive).ToList();
|
||||
var (urlMfr, urlColor, urlPart) = TryParseManufacturerUrl(qrUrl, activePatterns);
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(urlMfr))
|
||||
{
|
||||
aiResult = await _aiLookupService.LookupAsync(urlMfr, urlColor, null, urlPart);
|
||||
// The scanned QR URL is always the authoritative product page link — it came
|
||||
// directly from the manufacturer's bag and is always fully-qualified. Overwrite
|
||||
// whatever LookupAsync returned (which may be a scheme-less path from the template).
|
||||
if (aiResult.Success)
|
||||
aiResult.SpecPageUrl = qrUrl;
|
||||
}
|
||||
else
|
||||
{
|
||||
// No pattern match — fall back to URL-based lookup
|
||||
aiResult = await _aiLookupService.LookupByUrlAsync(qrUrl, null);
|
||||
if (aiResult.Success && aiResult.SpecPageUrl == null)
|
||||
aiResult.SpecPageUrl = qrUrl;
|
||||
}
|
||||
}
|
||||
else if (!string.IsNullOrWhiteSpace(imageBase64))
|
||||
{
|
||||
@@ -1106,7 +1165,8 @@ public class InventoryController : Controller
|
||||
|
||||
// Build a set of SKUs already in this company's inventory so we can exclude them.
|
||||
// When editing, the current item's own SKU is re-included so its catalog entry still appears.
|
||||
var existingItems = await _unitOfWork.InventoryItems.GetAllAsync();
|
||||
var skuCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var existingItems = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == skuCompanyId);
|
||||
var existingSkus = existingItems
|
||||
.Where(i => !string.IsNullOrWhiteSpace(i.ManufacturerPartNumber) && i.Id != (currentId ?? 0))
|
||||
.Select(i => i.ManufacturerPartNumber!.Trim().ToLower())
|
||||
@@ -1182,7 +1242,7 @@ public class InventoryController : Controller
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// Find the default coating category to assign
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId);
|
||||
var coatingCategory = categories
|
||||
.Where(c => c.IsActive && c.IsCoating)
|
||||
.OrderBy(c => c.DisplayOrder)
|
||||
@@ -1270,6 +1330,72 @@ public class InventoryController : Controller
|
||||
return transferEfficiency ?? DefaultTransferEfficiency;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Reverse-parses a scanned QR URL against known manufacturer URL templates to extract
|
||||
/// product identity (manufacturer name, color name, part number). For example, a Prismatic
|
||||
/// Powders URL like /shop/powder-coating-colors/PMB-6906/fire-red yields manufacturer
|
||||
/// "Prismatic Powders", partNumber "PMB-6906", and colorName "Fire Red". Returns nulls
|
||||
/// when no active pattern matches the URL domain.
|
||||
/// </summary>
|
||||
private static (string? manufacturer, string? colorName, string? partNumber) TryParseManufacturerUrl(
|
||||
string url, IEnumerable<Core.Entities.ManufacturerLookupPattern> patterns)
|
||||
{
|
||||
Uri? parsed;
|
||||
try { parsed = new Uri(url); } catch { return (null, null, null); }
|
||||
|
||||
var host = parsed.Host.Replace("www.", "", StringComparison.OrdinalIgnoreCase);
|
||||
|
||||
foreach (var pattern in patterns.Where(p => !string.IsNullOrEmpty(p.Domain) && !string.IsNullOrEmpty(p.ProductUrlTemplate)))
|
||||
{
|
||||
if (!host.Equals(pattern.Domain, StringComparison.OrdinalIgnoreCase)) continue;
|
||||
|
||||
var template = pattern.ProductUrlTemplate!;
|
||||
var placeholderKeys = new[] { "{partNumber}", "{slug}", "{colorName}", "{colorCode}" };
|
||||
|
||||
// Find the first placeholder to split off the static prefix
|
||||
var firstIdx = placeholderKeys
|
||||
.Select(ph => template.IndexOf(ph, StringComparison.OrdinalIgnoreCase))
|
||||
.Where(i => i >= 0)
|
||||
.DefaultIfEmpty(-1)
|
||||
.Min();
|
||||
|
||||
if (firstIdx < 0) continue;
|
||||
|
||||
var staticPrefix = template[..firstIdx].TrimEnd('/');
|
||||
var fullUrl = url.TrimEnd('/');
|
||||
if (!fullUrl.StartsWith(staticPrefix, StringComparison.OrdinalIgnoreCase)) continue;
|
||||
|
||||
var templateSegments = template[firstIdx..].Split('/', StringSplitOptions.RemoveEmptyEntries);
|
||||
var urlSegments = fullUrl[staticPrefix.Length..].Split('/', StringSplitOptions.RemoveEmptyEntries);
|
||||
|
||||
var extracted = new Dictionary<string, string>(StringComparer.OrdinalIgnoreCase);
|
||||
bool matched = true;
|
||||
for (int i = 0; i < templateSegments.Length && i < urlSegments.Length; i++)
|
||||
{
|
||||
var seg = templateSegments[i];
|
||||
if (seg.StartsWith("{") && seg.EndsWith("}"))
|
||||
extracted[seg[1..^1]] = urlSegments[i];
|
||||
else if (!seg.Equals(urlSegments[i], StringComparison.OrdinalIgnoreCase))
|
||||
{ matched = false; break; }
|
||||
}
|
||||
if (!matched) continue;
|
||||
|
||||
extracted.TryGetValue("partNumber", out var partNumber);
|
||||
var slug = extracted.TryGetValue("slug", out var s) ? s
|
||||
: extracted.TryGetValue("colorName", out var cn) ? cn
|
||||
: extracted.TryGetValue("colorCode", out var cc) ? cc : null;
|
||||
|
||||
// Convert URL slug to display name: "fire-red" → "Fire Red"
|
||||
string? colorName = slug == null ? null
|
||||
: string.Join(" ", slug.Split(new[] { '-', '_' }, StringSplitOptions.RemoveEmptyEntries)
|
||||
.Select(w => w.Length > 0 ? char.ToUpperInvariant(w[0]) + w[1..].ToLowerInvariant() : w));
|
||||
|
||||
return (pattern.ManufacturerName, colorName, partNumber);
|
||||
}
|
||||
|
||||
return (null, null, null);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Normalizes a string to title-case using the current culture's TextInfo. Applied to
|
||||
/// inventory item names on create and edit so the list view is consistently formatted
|
||||
@@ -1369,11 +1495,11 @@ public class InventoryController : Controller
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
ViewBag.AiInventoryAssistEnabled = await _subscriptionService.IsAiInventoryAssistEnabledAsync(companyId);
|
||||
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId);
|
||||
ViewBag.Vendors = new SelectList(vendors.Where(s => s.IsActive).OrderBy(s => s.CompanyName), "Id", "CompanyName");
|
||||
|
||||
// Load categories from lookup table
|
||||
var allCategories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var allCategories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId);
|
||||
var categories = allCategories
|
||||
.Where(c => c.IsActive)
|
||||
.OrderBy(c => c.DisplayOrder)
|
||||
@@ -1738,7 +1864,8 @@ public class InventoryController : Controller
|
||||
DateTime? dateTo,
|
||||
string? typeFilter)
|
||||
{
|
||||
var allItems = await _unitOfWork.InventoryItems.GetAllAsync();
|
||||
var ledgerCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allItems = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == ledgerCompanyId);
|
||||
var itemList = allItems
|
||||
.Where(i => i.IsActive || i.QuantityOnHand > 0)
|
||||
.OrderBy(i => i.Name)
|
||||
|
||||
@@ -1,9 +1,11 @@
|
||||
using System.Text.Json;
|
||||
using AutoMapper;
|
||||
using Microsoft.AspNetCore.Authorization;
|
||||
using Microsoft.AspNetCore.Identity;
|
||||
using Microsoft.AspNetCore.Mvc;
|
||||
using PowderCoating.Application.DTOs.Common;
|
||||
using PowderCoating.Application.DTOs.Invoice;
|
||||
using PowderCoating.Application.DTOs.Quote;
|
||||
using PowderCoating.Application.Interfaces;
|
||||
using PowderCoating.Core.Entities;
|
||||
using Microsoft.AspNetCore.Mvc.Rendering;
|
||||
@@ -338,13 +340,14 @@ public class InvoicesController : Controller
|
||||
var costs = await _unitOfWork.CompanyOperatingCosts
|
||||
.FirstOrDefaultAsync(c => c.CompanyId == currentUser.CompanyId && !c.IsDeleted);
|
||||
|
||||
var defaultTerms = prefs?.DefaultPaymentTerms ?? "Net 30";
|
||||
var dto = new CreateInvoiceDto
|
||||
{
|
||||
PreparedById = currentUser.Id,
|
||||
InvoiceDate = DateTime.Today,
|
||||
DueDate = DateTime.Today.AddDays(prefs?.DefaultTurnaroundDays ?? 30),
|
||||
DueDate = PaymentTermsParser.CalculateDueDate(defaultTerms, DateTime.Today),
|
||||
TaxPercent = costs?.TaxPercent ?? 0,
|
||||
Terms = prefs?.DefaultPaymentTerms ?? "Net 30"
|
||||
Terms = defaultTerms
|
||||
};
|
||||
|
||||
if (jobId.HasValue)
|
||||
@@ -352,6 +355,15 @@ public class InvoicesController : Controller
|
||||
var job = await _unitOfWork.Jobs.GetByIdAsync(jobId.Value, false, j => j.Customer, j => j.JobItems);
|
||||
if (job == null) return NotFound();
|
||||
|
||||
// Pre-load coats so we can derive color names for invoice line items
|
||||
var activeItemIds = job.JobItems.Where(ji => !ji.IsDeleted).Select(ji => ji.Id).ToList();
|
||||
var allCoats = activeItemIds.Any()
|
||||
? (await _unitOfWork.JobItemCoats.FindAsync(c => activeItemIds.Contains(c.JobItemId) && !c.IsDeleted)).ToList()
|
||||
: new List<JobItemCoat>();
|
||||
var coatsByItem = allCoats
|
||||
.GroupBy(c => c.JobItemId)
|
||||
.ToDictionary(g => g.Key, g => g.OrderBy(c => c.Sequence).ToList());
|
||||
|
||||
// Validate no existing active invoice for this job (voided ones are kept as history)
|
||||
var existing = await _unitOfWork.Invoices.GetForJobAsync(jobId.Value);
|
||||
if (existing != null && existing.Status != InvoiceStatus.Voided)
|
||||
@@ -376,6 +388,13 @@ public class InvoicesController : Controller
|
||||
var defaultRevenueAccount = await _unitOfWork.Accounts
|
||||
.FirstOrDefaultAsync(a => a.AccountNumber == "4000" && a.IsActive);
|
||||
|
||||
// Deserialize the job's pricing snapshot up front — it is authoritative for discount,
|
||||
// tax, and fees for both quote-based and direct jobs, because it is recalculated on
|
||||
// every save and reflects any edits made after quote conversion.
|
||||
QuotePricingBreakdownDto? jobBreakdown = null;
|
||||
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
|
||||
jobBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
|
||||
|
||||
// If the job came from a quote, load it so we can use the agreed pricing.
|
||||
// The quote stores the approved total including oven batch cost and shop supplies —
|
||||
// these are quote-level charges that are NOT stored on individual job items.
|
||||
@@ -394,14 +413,26 @@ public class InvoicesController : Controller
|
||||
revenueAccountId = ci.RevenueAccountId;
|
||||
revenueAccountId ??= defaultRevenueAccount?.Id;
|
||||
|
||||
// Derive color from coats when the item itself has no explicit color set
|
||||
var derivedColor = item.ColorName;
|
||||
if (string.IsNullOrEmpty(derivedColor) && coatsByItem.TryGetValue(item.Id, out var itemCoats))
|
||||
{
|
||||
var coatColors = itemCoats
|
||||
.Where(c => !string.IsNullOrEmpty(c.ColorName))
|
||||
.Select(c => c.ColorName!);
|
||||
derivedColor = string.Join(" / ", coatColors);
|
||||
}
|
||||
|
||||
dto.InvoiceItems.Add(new CreateInvoiceItemDto
|
||||
{
|
||||
SourceJobItemId = item.Id,
|
||||
CatalogItemId = item.CatalogItemId,
|
||||
Description = item.Description ?? "Powder Coating",
|
||||
Quantity = item.Quantity > 0 ? item.Quantity : 1,
|
||||
UnitPrice = item.UnitPrice,
|
||||
TotalPrice = item.TotalPrice,
|
||||
ColorName = item.ColorName,
|
||||
ColorName = derivedColor,
|
||||
Notes = item.Notes,
|
||||
DisplayOrder = order++,
|
||||
RevenueAccountId = revenueAccountId
|
||||
});
|
||||
@@ -433,13 +464,22 @@ public class InvoicesController : Controller
|
||||
// If the job came from a quote, carry over the quote-level costs and agreed terms.
|
||||
// The quote SubTotal = sum(items) + oven batch cost + shop supplies.
|
||||
// Job items only capture per-item prices, so oven & shop supplies need a separate line.
|
||||
// Read directly from the quote snapshot — never try to reverse-engineer from job.FinalPrice
|
||||
// because FinalPrice is recalculated on every item edit and can drift from the original quote.
|
||||
// For fee components, prefer the job's own breakdown snapshot (updated every time the job
|
||||
// is saved) over the source quote — the quote's FacilityOverheadCost was only added in
|
||||
// migration AddQuotePricingSnapshotFields (May 2026); older quotes have 0 there even though
|
||||
// overhead was included in the quote total. Tax and discount still come from the quote
|
||||
// because those represent the customer-approved agreed terms.
|
||||
if (sourceQuote != null)
|
||||
{
|
||||
var processingFees = sourceQuote.OvenBatchCost
|
||||
+ sourceQuote.ShopSuppliesAmount
|
||||
+ sourceQuote.RushFee;
|
||||
// Prefer job breakdown values for dynamic fee components; fall back to quote for
|
||||
// compatibility with jobs that were never re-saved after the May 2026 migration.
|
||||
var ovenCost = jobBreakdown != null ? jobBreakdown.OvenBatchCost : sourceQuote.OvenBatchCost;
|
||||
var overhead = jobBreakdown != null ? jobBreakdown.FacilityOverheadCost : sourceQuote.FacilityOverheadCost;
|
||||
var shopSupplies = jobBreakdown != null ? jobBreakdown.ShopSuppliesAmount : sourceQuote.ShopSuppliesAmount;
|
||||
var rushFee = jobBreakdown != null ? jobBreakdown.RushFee : sourceQuote.RushFee;
|
||||
|
||||
// Bundle all quote-level charges so the invoice subtotal matches the job total.
|
||||
var processingFees = ovenCost + overhead + shopSupplies + rushFee;
|
||||
|
||||
if (processingFees > 0.01m)
|
||||
{
|
||||
@@ -454,21 +494,21 @@ public class InvoicesController : Controller
|
||||
});
|
||||
}
|
||||
|
||||
// Use the quote's agreed tax rate and discount — not current company defaults
|
||||
dto.TaxPercent = sourceQuote.TaxPercent;
|
||||
// Use the quote's agreed tax rate and discount — these represent the customer-approved
|
||||
// price and must not be recomputed from the job's current state.
|
||||
dto.TaxPercent = sourceQuote.TaxPercent;
|
||||
dto.DiscountAmount = sourceQuote.DiscountAmount;
|
||||
}
|
||||
else if (hadJobItems)
|
||||
{
|
||||
// Direct job — no source quote. Use the stored job-level fees rather than
|
||||
// recalculating, so the invoice always matches the total shown on the job page.
|
||||
// OvenBatchCost and ShopSuppliesAmount are saved by the pricing engine (with
|
||||
// OvenCostId) when job items are created or updated.
|
||||
// Direct job — no source quote. Read all charges from the pricing snapshot so the
|
||||
// invoice always matches the total shown on the job's Pricing Summary card.
|
||||
|
||||
if (job.OvenBatchCost > 0.01m)
|
||||
{
|
||||
dto.InvoiceItems.Add(new CreateInvoiceItemDto
|
||||
{
|
||||
Description = $"Oven Processing Fee",
|
||||
Description = "Oven Processing Fee",
|
||||
Quantity = 1,
|
||||
UnitPrice = Math.Round(job.OvenBatchCost, 2),
|
||||
TotalPrice = Math.Round(job.OvenBatchCost, 2),
|
||||
@@ -477,6 +517,20 @@ public class InvoicesController : Controller
|
||||
});
|
||||
}
|
||||
|
||||
var facilityOverhead = jobBreakdown?.FacilityOverheadCost ?? 0m;
|
||||
if (facilityOverhead > 0.01m)
|
||||
{
|
||||
dto.InvoiceItems.Add(new CreateInvoiceItemDto
|
||||
{
|
||||
Description = "Facility Overhead",
|
||||
Quantity = 1,
|
||||
UnitPrice = Math.Round(facilityOverhead, 2),
|
||||
TotalPrice = Math.Round(facilityOverhead, 2),
|
||||
DisplayOrder = order++,
|
||||
RevenueAccountId = defaultRevenueAccount?.Id
|
||||
});
|
||||
}
|
||||
|
||||
if (job.ShopSuppliesAmount > 0.01m)
|
||||
{
|
||||
var suppliesDesc = job.ShopSuppliesPercent > 0
|
||||
@@ -488,10 +542,40 @@ public class InvoicesController : Controller
|
||||
Quantity = 1,
|
||||
UnitPrice = Math.Round(job.ShopSuppliesAmount, 2),
|
||||
TotalPrice = Math.Round(job.ShopSuppliesAmount, 2),
|
||||
DisplayOrder = order++,
|
||||
RevenueAccountId = defaultRevenueAccount?.Id
|
||||
});
|
||||
}
|
||||
|
||||
var rushFee = jobBreakdown?.RushFee ?? 0m;
|
||||
if (rushFee > 0.01m)
|
||||
{
|
||||
dto.InvoiceItems.Add(new CreateInvoiceItemDto
|
||||
{
|
||||
Description = "Rush Fee",
|
||||
Quantity = 1,
|
||||
UnitPrice = Math.Round(rushFee, 2),
|
||||
TotalPrice = Math.Round(rushFee, 2),
|
||||
DisplayOrder = order,
|
||||
RevenueAccountId = defaultRevenueAccount?.Id
|
||||
});
|
||||
}
|
||||
|
||||
dto.DiscountAmount = jobBreakdown?.DiscountAmount ?? 0;
|
||||
}
|
||||
|
||||
// Inherit payment terms from the source quote or the customer — more specific than
|
||||
// the company-wide default set in the outer DTO. Quote terms take priority because
|
||||
// they represent the agreed price; customer terms are next best for direct jobs.
|
||||
var inheritedTerms = sourceQuote?.Terms ?? job.Customer?.PaymentTerms;
|
||||
if (!string.IsNullOrWhiteSpace(inheritedTerms))
|
||||
{
|
||||
dto.Terms = inheritedTerms;
|
||||
dto.DueDate = PaymentTermsParser.CalculateDueDate(inheritedTerms, DateTime.Today)
|
||||
?? dto.DueDate;
|
||||
var (discPct, discDays) = PaymentTermsParser.ParseEarlyPaymentDiscount(inheritedTerms);
|
||||
dto.EarlyPaymentDiscountPercent = discPct;
|
||||
dto.EarlyPaymentDiscountDays = discDays;
|
||||
}
|
||||
|
||||
// Override tax to 0 for tax-exempt customers, regardless of company default or quote rate
|
||||
@@ -1402,6 +1486,7 @@ public class InvoicesController : Controller
|
||||
}
|
||||
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
var totalCreditCreated = 0m; // populated inside transaction, used in success message
|
||||
|
||||
await _unitOfWork.ExecuteInTransactionAsync(async () =>
|
||||
{
|
||||
@@ -1421,6 +1506,75 @@ public class InvoicesController : Controller
|
||||
await _unitOfWork.Payments.SoftDeleteAsync(payment.Id);
|
||||
}
|
||||
|
||||
// Re-release any deposits that were applied to this invoice so they can be
|
||||
// auto-applied to the replacement invoice. Without this, AppliedToInvoiceId
|
||||
// stays set and the deposit lookup (AppliedToInvoiceId == null) skips them.
|
||||
var appliedDeposits = await _unitOfWork.Deposits.FindAsync(
|
||||
d => d.AppliedToInvoiceId == invoice.Id && !d.IsDeleted);
|
||||
var totalDepositReleased = 0m;
|
||||
foreach (var deposit in appliedDeposits)
|
||||
{
|
||||
deposit.AppliedToInvoiceId = null;
|
||||
deposit.AppliedDate = null;
|
||||
deposit.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.Deposits.UpdateAsync(deposit);
|
||||
totalDepositReleased += deposit.Amount;
|
||||
}
|
||||
// Restore the CustomerDeposits 2300 liability that was cleared when the deposits
|
||||
// were applied. Mirrors the DR at apply time; follows the same simplified reversal
|
||||
// pattern as the rest of the void (regular payment GL entries are also left as-is).
|
||||
if (totalDepositReleased > 0)
|
||||
{
|
||||
var custDepositsAcctId = await GetCustomerDepositsAccountIdAsync(invoice.CompanyId);
|
||||
await _accountBalanceService.CreditAsync(custDepositsAcctId, totalDepositReleased);
|
||||
}
|
||||
|
||||
// Convert non-deposit payments (cash, card, check, online) to customer credits so
|
||||
// the money isn't lost when the invoice is voided. Each payment becomes a CRED-
|
||||
// Deposit record linked to the same job; it will auto-apply when the replacement
|
||||
// invoice is created, exactly like a normal deposit.
|
||||
var nonDepositPayments = invoice.Payments
|
||||
.Where(p => !p.IsDeleted && !(p.Reference ?? "").StartsWith("Deposit "))
|
||||
.ToList();
|
||||
if (nonDepositPayments.Any())
|
||||
{
|
||||
var credPrefix = $"CRED-{DateTime.UtcNow:yy}{DateTime.UtcNow.Month:D2}-";
|
||||
var existingNums = (await _unitOfWork.Deposits.FindAsync(
|
||||
d => d.CompanyId == invoice.CompanyId && d.ReceiptNumber.StartsWith(credPrefix),
|
||||
ignoreQueryFilters: true))
|
||||
.Select(d => d.ReceiptNumber).ToList();
|
||||
var maxNum = 0;
|
||||
foreach (var rn in existingNums)
|
||||
{
|
||||
var suffix = rn.Length >= credPrefix.Length + 4 ? rn[credPrefix.Length..] : "";
|
||||
if (int.TryParse(suffix, out int parsed) && parsed > maxNum) maxNum = parsed;
|
||||
}
|
||||
|
||||
var creditCustDepositsAcctId = await GetCustomerDepositsAccountIdAsync(invoice.CompanyId);
|
||||
foreach (var payment in nonDepositPayments)
|
||||
{
|
||||
maxNum++;
|
||||
await _unitOfWork.Deposits.AddAsync(new Core.Entities.Deposit
|
||||
{
|
||||
CompanyId = invoice.CompanyId,
|
||||
CustomerId = invoice.CustomerId,
|
||||
JobId = invoice.JobId,
|
||||
Amount = payment.Amount,
|
||||
PaymentMethod = payment.PaymentMethod,
|
||||
ReceivedDate = payment.PaymentDate,
|
||||
Reference = payment.Reference,
|
||||
Notes = $"Credit from voided invoice {invoice.InvoiceNumber}" +
|
||||
(string.IsNullOrWhiteSpace(payment.Notes) ? "." : $". Original: {payment.Notes}"),
|
||||
ReceiptNumber = $"{credPrefix}{maxNum:D4}",
|
||||
CreatedAt = DateTime.UtcNow
|
||||
});
|
||||
totalCreditCreated += payment.Amount;
|
||||
}
|
||||
|
||||
// CR CustomerDeposits to create the liability matching the cash already in Checking
|
||||
await _accountBalanceService.CreditAsync(creditCustDepositsAcctId, totalCreditCreated);
|
||||
}
|
||||
|
||||
// Void any gift certificates that were generated from this invoice.
|
||||
// Capture each GC's remaining balance BEFORE voiding so the GL entries below can use it.
|
||||
var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(invoice.CompanyId);
|
||||
@@ -1472,7 +1626,10 @@ public class InvoicesController : Controller
|
||||
|
||||
}); // end ExecuteInTransactionAsync
|
||||
|
||||
TempData["Success"] = $"Invoice {invoice.InvoiceNumber} has been voided.";
|
||||
var creditMsg = totalCreditCreated > 0
|
||||
? $" {totalCreditCreated:C} converted to customer credit and will auto-apply to the next invoice."
|
||||
: "";
|
||||
TempData["Success"] = $"Invoice {invoice.InvoiceNumber} has been voided.{creditMsg}";
|
||||
return RedirectToAction(nameof(Details), new { id });
|
||||
}
|
||||
catch (Exception ex)
|
||||
@@ -1631,6 +1788,59 @@ public class InvoicesController : Controller
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// GET: /Invoices/DownloadPackingSlip/5
|
||||
// -----------------------------------------------------------------------
|
||||
/// <summary>
|
||||
/// Generates a no-price packing slip PDF for physical pickup/delivery paperwork.
|
||||
/// Reuses the same company branding and invoice data pipeline as DownloadPdf but
|
||||
/// delegates to GeneratePackingSlipPdfAsync which omits all pricing columns.
|
||||
/// </summary>
|
||||
public async Task<IActionResult> DownloadPackingSlip(int? id, bool inline = false)
|
||||
{
|
||||
if (id == null) return NotFound();
|
||||
|
||||
try
|
||||
{
|
||||
var invoice = await LoadInvoiceForViewAsync(id.Value);
|
||||
if (invoice == null) return NotFound();
|
||||
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var company = await _unitOfWork.Companies.GetByIdAsync(currentUser.CompanyId);
|
||||
var companyInfo = new Application.DTOs.Company.CompanyInfoDto
|
||||
{
|
||||
CompanyName = company?.CompanyName ?? string.Empty,
|
||||
Phone = company?.Phone,
|
||||
Address = company?.Address,
|
||||
City = company?.City,
|
||||
State = company?.State,
|
||||
ZipCode = company?.ZipCode,
|
||||
PrimaryContactEmail = company?.PrimaryContactEmail
|
||||
};
|
||||
|
||||
var (logoData, logoContentType) = await LoadCompanyLogoAsync(company);
|
||||
var dto = await BuildInvoiceDtoAsync(invoice);
|
||||
var pdfBytes = await _pdfService.GeneratePackingSlipPdfAsync(dto, logoData, logoContentType, companyInfo);
|
||||
var fileName = $"PackingSlip-{invoice.InvoiceNumber}.pdf";
|
||||
|
||||
if (inline)
|
||||
{
|
||||
Response.Headers["Content-Disposition"] = $"inline; filename=\"{fileName}\"";
|
||||
return File(pdfBytes, "application/pdf");
|
||||
}
|
||||
|
||||
return File(pdfBytes, "application/pdf", fileName);
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error generating packing slip for invoice {Id}", id);
|
||||
TempData["ErrorPermanent"] = $"Packing slip generation failed: {ex.Message}";
|
||||
return RedirectToAction(nameof(Details), new { id });
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// GET: /Invoices/ForJob/5 — redirect to existing or Create
|
||||
// -----------------------------------------------------------------------
|
||||
@@ -2154,7 +2364,7 @@ public class InvoicesController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateCreateViewBagAsync(int companyId, string? selectedTerms = null)
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = customers.Where(c => c.IsActive).OrderBy(c => c.CompanyName ?? c.ContactLastName).ToList();
|
||||
|
||||
// Expose company default tax rate and exempt customer IDs for client-side tax handling
|
||||
@@ -2957,6 +3167,50 @@ public class InvoicesController : Controller
|
||||
return false;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Inline-edits description, quantity, and unit price on a single invoice line item.
|
||||
/// Blocked on paid/voided invoices (same gate as the full Edit action).
|
||||
/// Returns updated totals so the page can reflect the change without a reload.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> PatchItem([FromBody] PatchInvoiceItemRequest request)
|
||||
{
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var item = await _unitOfWork.InvoiceItems.GetByIdAsync(request.ItemId);
|
||||
if (item == null) return NotFound();
|
||||
|
||||
var invoice = await _unitOfWork.Invoices.GetByIdAsync(item.InvoiceId);
|
||||
if (invoice == null || invoice.CompanyId != currentUser.CompanyId) return NotFound();
|
||||
|
||||
if (invoice.Status is not (InvoiceStatus.Draft or InvoiceStatus.Sent or InvoiceStatus.Overdue))
|
||||
return BadRequest(new { error = "Cannot edit items on a paid or voided invoice." });
|
||||
|
||||
item.Description = request.Description.Trim();
|
||||
item.Quantity = request.Quantity;
|
||||
item.UnitPrice = request.UnitPrice;
|
||||
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
|
||||
await _unitOfWork.InvoiceItems.UpdateAsync(item);
|
||||
|
||||
var allItems = await _unitOfWork.InvoiceItems.FindAsync(ii => ii.InvoiceId == invoice.Id);
|
||||
var newSubTotal = allItems.Sum(i => i.TotalPrice);
|
||||
invoice.SubTotal = newSubTotal;
|
||||
invoice.TaxAmount = Math.Round(newSubTotal * invoice.TaxPercent / 100m, 2);
|
||||
invoice.Total = Math.Round(newSubTotal - invoice.DiscountAmount + invoice.TaxAmount, 2);
|
||||
await _unitOfWork.Invoices.UpdateAsync(invoice);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
return Json(new {
|
||||
lineTotal = item.TotalPrice,
|
||||
subtotal = invoice.SubTotal,
|
||||
taxAmount = invoice.TaxAmount,
|
||||
total = invoice.Total,
|
||||
balanceDue = invoice.BalanceDue
|
||||
});
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Returns logo bytes and content type for PDF generation.
|
||||
/// Prefers blob-stored logos (LogoFilePath) over the legacy DB column (LogoData).
|
||||
@@ -2972,3 +3226,11 @@ public class InvoicesController : Controller
|
||||
return (company.LogoData, company.LogoContentType);
|
||||
}
|
||||
}
|
||||
|
||||
public class PatchInvoiceItemRequest
|
||||
{
|
||||
public int ItemId { get; set; }
|
||||
public string Description { get; set; } = string.Empty;
|
||||
public decimal Quantity { get; set; }
|
||||
public decimal UnitPrice { get; set; }
|
||||
}
|
||||
|
||||
@@ -36,7 +36,9 @@ public class JobTemplatesController : Controller
|
||||
/// </summary>
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var templates = await _unitOfWork.JobTemplates.GetAllAsync(
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var templates = await _unitOfWork.JobTemplates.FindAsync(
|
||||
t => t.CompanyId == companyId,
|
||||
false,
|
||||
t => t.Customer,
|
||||
t => t.Items);
|
||||
|
||||
@@ -110,6 +110,11 @@ public class JobsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
// Default landing view: On Floor — redirect bare /Jobs to ?statusGroup=active
|
||||
// so completed/cancelled jobs don't clutter the first screen.
|
||||
if (string.IsNullOrEmpty(statusGroup) && string.IsNullOrEmpty(searchTerm) && string.IsNullOrEmpty(tagFilter))
|
||||
return RedirectToAction("Index", new { statusGroup = "active" });
|
||||
|
||||
// Create and validate grid request
|
||||
var gridRequest = new GridRequest
|
||||
{
|
||||
@@ -141,6 +146,13 @@ public class JobsController : Controller
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled;
|
||||
}
|
||||
else if (statusGroup == "completed")
|
||||
{
|
||||
filter = j => j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Completed
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Delivered;
|
||||
}
|
||||
// "all" or unknown group: no filter applied (show every status)
|
||||
}
|
||||
else if (!string.IsNullOrWhiteSpace(searchTerm))
|
||||
{
|
||||
@@ -195,6 +207,27 @@ public class JobsController : Controller
|
||||
gridRequest, jobDtos,
|
||||
string.IsNullOrWhiteSpace(tagFilter) ? totalCount : jobDtos.Count);
|
||||
|
||||
// Pill badge counts — always global (not scoped to current filter/page)
|
||||
var today = DateTime.Today;
|
||||
ViewBag.AllJobCount = await _unitOfWork.Jobs.CountAsync();
|
||||
ViewBag.ActiveCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Completed
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled);
|
||||
ViewBag.OverdueCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.DueDate < today
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Completed
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled);
|
||||
ViewBag.CompletedCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Completed
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Delivered);
|
||||
ViewBag.ReadyCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup);
|
||||
|
||||
// Set ViewBag for sorting
|
||||
ViewBag.SearchTerm = searchTerm;
|
||||
ViewBag.StatusGroup = statusGroup;
|
||||
@@ -422,72 +455,24 @@ public class JobsController : Controller
|
||||
// Populate Edit Items wizard data (inline modal on Details page)
|
||||
var wizardCosts = await _pricingService.GetOperatingCostsAsync(job.CompanyId);
|
||||
await PopulateJobItemDropDownsAsync(job.CompanyId, wizardCosts?.OvenOperatingCostPerHour ?? 45m);
|
||||
ViewBag.WizardTaxPercent = wizardCosts?.TaxPercent ?? 0m;
|
||||
ViewBag.WizardTaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, wizardCosts?.TaxPercent ?? 0m);
|
||||
|
||||
// Internal pricing breakdown (not printed — mirrors quote details breakdown)
|
||||
var breakdownItems = job.JobItems
|
||||
.Where(ji => !ji.IsDeleted)
|
||||
.Select(ji => new CreateQuoteItemDto
|
||||
{
|
||||
Description = ji.Description,
|
||||
Quantity = ji.Quantity,
|
||||
SurfaceAreaSqFt = ji.SurfaceAreaSqFt,
|
||||
EstimatedMinutes = ji.EstimatedMinutes,
|
||||
CatalogItemId = ji.CatalogItemId,
|
||||
IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && !ji.Coats.Any() && !ji.IsSalesItem),
|
||||
IsLaborItem = ji.IsLaborItem,
|
||||
IsSalesItem = ji.IsSalesItem,
|
||||
ManualUnitPrice = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
|
||||
PowderCostOverride = ji.PowderCostOverride,
|
||||
IncludePrepCost = ji.IncludePrepCost,
|
||||
Complexity = ji.Complexity,
|
||||
Coats = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto
|
||||
{
|
||||
CoverageSqFtPerLb = c.CoverageSqFtPerLb,
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = c.PowderToOrder
|
||||
}).ToList(),
|
||||
PrepServices = ji.PrepServices.Select(ps => new CreateQuoteItemPrepServiceDto
|
||||
{
|
||||
PrepServiceId = ps.PrepServiceId,
|
||||
EstimatedMinutes = ps.EstimatedMinutes
|
||||
}).ToList()
|
||||
}).ToList();
|
||||
|
||||
if (breakdownItems.Any())
|
||||
// Display the pricing snapshot stored when items were last saved.
|
||||
// Never recalculate on load — operating cost changes must not retroactively alter existing jobs.
|
||||
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
|
||||
{
|
||||
var pr = await _pricingService.CalculateQuoteTotalsAsync(
|
||||
breakdownItems, job.CompanyId, job.CustomerId,
|
||||
wizardCosts?.TaxPercent ?? 0m,
|
||||
job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
|
||||
job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
|
||||
|
||||
ViewBag.JobPricingBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
|
||||
}
|
||||
else if (job.FinalPrice > 0)
|
||||
{
|
||||
// Legacy job created before snapshot was introduced — show what we have stored
|
||||
ViewBag.JobPricingBreakdown = new QuotePricingBreakdownDto
|
||||
{
|
||||
MaterialCosts = pr.MaterialCosts,
|
||||
LaborCosts = pr.LaborCosts,
|
||||
EquipmentCosts = pr.EquipmentCosts,
|
||||
ItemsSubtotal = pr.ItemsSubtotal,
|
||||
OvenBatchCost = pr.OvenBatchCost,
|
||||
OvenBatches = pr.OvenBatches,
|
||||
OvenCycleMinutes = pr.OvenCycleMinutes > 0 ? pr.OvenCycleMinutes : (wizardCosts?.DefaultOvenCycleMinutes ?? 0),
|
||||
FacilityOverheadCost = pr.FacilityOverheadCost,
|
||||
FacilityOverheadRatePerHour = pr.FacilityOverheadRatePerHour,
|
||||
ShopSuppliesAmount = pr.ShopSuppliesAmount,
|
||||
ShopSuppliesPercent = pr.ShopSuppliesPercent,
|
||||
OverheadCosts = pr.OverheadCosts,
|
||||
OverheadPercent = pr.OverheadPercent,
|
||||
ProfitMargin = pr.ProfitMargin,
|
||||
ProfitPercent = pr.ProfitPercent,
|
||||
SubtotalBeforeDiscount = pr.SubtotalBeforeDiscount,
|
||||
DiscountAmount = pr.DiscountAmount,
|
||||
DiscountPercent = pr.DiscountPercent,
|
||||
SubtotalAfterDiscount = pr.SubtotalAfterDiscount,
|
||||
RushFee = pr.RushFee,
|
||||
TaxAmount = pr.TaxAmount,
|
||||
TaxPercent = pr.TaxPercent,
|
||||
Total = pr.Total
|
||||
OvenBatchCost = job.OvenBatchCost,
|
||||
OvenBatches = job.OvenBatches,
|
||||
ShopSuppliesAmount = job.ShopSuppliesAmount,
|
||||
ShopSuppliesPercent = job.ShopSuppliesPercent,
|
||||
Total = job.FinalPrice
|
||||
};
|
||||
}
|
||||
ViewBag.ComplexitySimplePercent = wizardCosts?.ComplexitySimplePercent ?? 0m;
|
||||
@@ -525,6 +510,7 @@ public class JobsController : Controller
|
||||
transferEfficiency = c.TransferEfficiency,
|
||||
powderCostPerLb = c.PowderCostPerLb,
|
||||
powderToOrder = c.PowderToOrder,
|
||||
noExtraLayerCharge = c.NoExtraLayerCharge,
|
||||
notes = c.Notes
|
||||
}),
|
||||
prepServices = ji.PrepServices.Select(ps => new {
|
||||
@@ -546,6 +532,23 @@ public class JobsController : Controller
|
||||
.OrderByDescending(t => t.TransactionDate).ToList();
|
||||
ViewBag.MaterialsUsed = allJobTransactions;
|
||||
|
||||
// Inventory items for the manual log-material modal
|
||||
var inventoryItemsForModal = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == job.CompanyId))
|
||||
.OrderBy(i => i.Name)
|
||||
.Select(i => new { i.Id, i.Name, i.Manufacturer, i.UnitOfMeasure, i.QuantityOnHand })
|
||||
.ToList();
|
||||
var jsonOpts = new System.Text.Json.JsonSerializerOptions { PropertyNamingPolicy = System.Text.Json.JsonNamingPolicy.CamelCase };
|
||||
ViewBag.InventoryItemsForModal = System.Text.Json.JsonSerializer.Serialize(inventoryItemsForModal, jsonOpts);
|
||||
|
||||
// IDs of powders already assigned to this job's coats — shown at top of log-material dropdown
|
||||
var jobPowderIds = (jobDto.Items ?? new List<PowderCoating.Application.DTOs.Job.JobItemDto>())
|
||||
.SelectMany(i => i.Coats ?? new List<PowderCoating.Application.DTOs.Job.JobItemCoatDto>())
|
||||
.Where(c => c.InventoryItemId.HasValue)
|
||||
.Select(c => c.InventoryItemId!.Value)
|
||||
.Distinct()
|
||||
.ToList();
|
||||
ViewBag.JobPowderIds = System.Text.Json.JsonSerializer.Serialize(jobPowderIds, jsonOpts);
|
||||
|
||||
// Pre-logged powder grouped by InventoryItemId (for Complete Job modal pre-fill)
|
||||
ViewBag.PreLoggedPowder = allJobTransactions
|
||||
.GroupBy(t => t.InventoryItemId)
|
||||
@@ -559,7 +562,7 @@ public class JobsController : Controller
|
||||
ViewBag.JobPhotoMax = photoMax;
|
||||
|
||||
// Customer list for inline customer-change dropdown
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var allCustomers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == job.CompanyId);
|
||||
ViewBag.CustomerSelectList = allCustomers
|
||||
.Where(c => c.IsActive)
|
||||
.Select(c => new SelectListItem
|
||||
@@ -665,7 +668,8 @@ public class JobsController : Controller
|
||||
|
||||
if (job == null) return NotFound();
|
||||
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.GetAllAsync())
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId))
|
||||
.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
ViewBag.AllStatuses = allStatuses;
|
||||
@@ -688,7 +692,7 @@ public class JobsController : Controller
|
||||
|
||||
if (job == null) return NotFound();
|
||||
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.GetAllAsync()).ToList();
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == job.CompanyId)).ToList();
|
||||
var newStatus = allStatuses.FirstOrDefault(s => s.Id == newStatusId);
|
||||
if (newStatus == null) return BadRequest("Invalid status.");
|
||||
|
||||
@@ -876,7 +880,7 @@ public class JobsController : Controller
|
||||
// Optionally advance status to In Preparation
|
||||
if (advanceToInPreparation && jobToUpdate.JobStatus.StatusCode != AppConstants.StatusCodes.Job.InPreparation)
|
||||
{
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == jobToUpdate.CompanyId);
|
||||
var inPrepStatus = allStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.InPreparation);
|
||||
if (inPrepStatus != null)
|
||||
{
|
||||
@@ -933,7 +937,7 @@ public class JobsController : Controller
|
||||
|
||||
if (advanceToInPreparation && job.JobStatus.StatusCode != AppConstants.StatusCodes.Job.InPreparation && !job.JobStatus.IsTerminalStatus)
|
||||
{
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == job.CompanyId);
|
||||
var inPrepStatus = allStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.InPreparation);
|
||||
if (inPrepStatus != null)
|
||||
{
|
||||
@@ -1108,6 +1112,8 @@ public class JobsController : Controller
|
||||
QuoteId = dto.QuoteId,
|
||||
AssignedUserId = dto.AssignedUserId,
|
||||
OvenCostId = dto.OvenCostId,
|
||||
OvenBatches = dto.OvenBatches > 0 ? dto.OvenBatches : 1,
|
||||
OvenCycleMinutes = dto.OvenCycleMinutes,
|
||||
Description = dto.Description,
|
||||
JobPriorityId = dto.JobPriorityId,
|
||||
JobStatusId = pendingStatus?.Id ?? 1,
|
||||
@@ -1169,15 +1175,23 @@ public class JobsController : Controller
|
||||
|
||||
// Recalculate total from wizard items
|
||||
var createCosts = await _pricingService.GetOperatingCostsAsync(companyId);
|
||||
decimal? createOvenRate = null;
|
||||
if (dto.OvenCostId.HasValue)
|
||||
{
|
||||
var createOven = await _unitOfWork.OvenCosts.GetByIdAsync(dto.OvenCostId.Value);
|
||||
if (createOven != null && createOven.CompanyId == companyId)
|
||||
createOvenRate = createOven.CostPerHour;
|
||||
}
|
||||
var totals = await _pricingService.CalculateQuoteTotalsAsync(
|
||||
dto.JobItems, companyId, dto.CustomerId,
|
||||
createCosts?.TaxPercent ?? 0m,
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
|
||||
await GetEffectiveTaxPercentAsync(dto.CustomerId, createCosts?.TaxPercent ?? 0m),
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, createOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes);
|
||||
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
|
||||
job.PricingBreakdownJson = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
|
||||
job.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.Jobs.UpdateAsync(job);
|
||||
await _unitOfWork.SaveChangesAsync();
|
||||
@@ -1239,6 +1253,9 @@ public class JobsController : Controller
|
||||
CustomerId = job.CustomerId,
|
||||
QuoteId = job.QuoteId,
|
||||
AssignedUserId = job.AssignedUserId,
|
||||
OvenCostId = job.OvenCostId,
|
||||
OvenBatches = job.OvenBatches > 0 ? job.OvenBatches : 1,
|
||||
OvenCycleMinutes = job.OvenCycleMinutes,
|
||||
Description = job.Description,
|
||||
JobStatusId = job.JobStatusId,
|
||||
JobPriorityId = job.JobPriorityId,
|
||||
@@ -1283,6 +1300,7 @@ public class JobsController : Controller
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = c.PowderToOrder,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge,
|
||||
Notes = c.Notes
|
||||
}).ToList(),
|
||||
PrepServices = ji.PrepServices.Select(ps => new CreateQuoteItemPrepServiceDto
|
||||
@@ -1413,6 +1431,9 @@ public class JobsController : Controller
|
||||
job.CustomerId = dto.CustomerId;
|
||||
job.QuoteId = dto.QuoteId;
|
||||
job.Description = dto.Description;
|
||||
job.OvenCostId = dto.OvenCostId;
|
||||
job.OvenBatches = dto.OvenBatches > 0 ? dto.OvenBatches : 1;
|
||||
job.OvenCycleMinutes = dto.OvenCycleMinutes;
|
||||
await RecordStatusChangeAsync(job, dto.JobStatusId);
|
||||
job.JobStatusId = dto.JobStatusId;
|
||||
job.JobPriorityId = dto.JobPriorityId;
|
||||
@@ -1629,14 +1650,22 @@ public class JobsController : Controller
|
||||
if (dto.JobItems.Any())
|
||||
{
|
||||
var editCosts = await _pricingService.GetOperatingCostsAsync(companyId);
|
||||
decimal? editOvenRate = null;
|
||||
if (job.OvenCostId.HasValue)
|
||||
{
|
||||
var editOven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
|
||||
if (editOven != null && editOven.CompanyId == companyId)
|
||||
editOvenRate = editOven.CostPerHour;
|
||||
}
|
||||
var totals = await _pricingService.CalculateQuoteTotalsAsync(
|
||||
dto.JobItems, companyId, dto.CustomerId,
|
||||
editCosts?.TaxPercent ?? 0m,
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
|
||||
await GetEffectiveTaxPercentAsync(dto.CustomerId, editCosts?.TaxPercent ?? 0m),
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, editOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes);
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
|
||||
job.PricingBreakdownJson = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
|
||||
}
|
||||
|
||||
// Save change history records
|
||||
@@ -1824,7 +1853,7 @@ public class JobsController : Controller
|
||||
ViewBag.AiPhotoQuotesEnabled = await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId);
|
||||
|
||||
await PopulateDropdowns();
|
||||
await PopulatePrepServicesAsync();
|
||||
await PopulatePrepServicesAsync(companyId);
|
||||
var costs = await _pricingService.GetOperatingCostsAsync(companyId);
|
||||
await PopulateJobItemDropDownsAsync(companyId, costs?.OvenOperatingCostPerHour ?? 45m);
|
||||
ViewBag.TaxPercent = costs?.TaxPercent ?? 0m;
|
||||
@@ -1832,6 +1861,7 @@ public class JobsController : Controller
|
||||
ViewBag.ComplexityModeratePercent = costs?.ComplexityModeratePercent ?? 5m;
|
||||
ViewBag.ComplexityComplexPercent = costs?.ComplexityComplexPercent ?? 15m;
|
||||
ViewBag.ComplexityExtremePercent = costs?.ComplexityExtremePercent ?? 25m;
|
||||
ViewBag.DefaultOvenCycleMinutes = costs?.DefaultOvenCycleMinutes ?? 45;
|
||||
var useMetric = await _tenantContext.UseMetricSystemAsync();
|
||||
ViewBag.UseMetric = useMetric;
|
||||
ViewBag.AreaUnit = _measurementService.GetAreaUnitLabel(useMetric);
|
||||
@@ -1844,7 +1874,9 @@ public class JobsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateDropdowns()
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = new SelectList(
|
||||
customers.Where(c => c.IsActive).Select(c => new
|
||||
{
|
||||
@@ -1855,8 +1887,6 @@ public class JobsController : Controller
|
||||
}).OrderBy(c => c.DisplayName),
|
||||
"Id",
|
||||
"DisplayName");
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var users = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
@@ -2238,13 +2268,13 @@ public class JobsController : Controller
|
||||
/// Loads all active prep services into ViewBag for the item wizard's prep services step.
|
||||
/// Prep services are ordered by DisplayOrder so they appear in the intended workflow sequence.
|
||||
/// </summary>
|
||||
private async Task PopulatePrepServicesAsync()
|
||||
private async Task PopulatePrepServicesAsync(int companyId)
|
||||
{
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive && ps.CompanyId == companyId);
|
||||
ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();
|
||||
_logger.LogInformation("Populated {Count} active prep services", prepServices.Count());
|
||||
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId);
|
||||
ViewBag.BlastSetups = blastSetups.OrderBy(b => b.DisplayOrder)
|
||||
.Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
|
||||
.ToList();
|
||||
@@ -2680,78 +2710,80 @@ public class JobsController : Controller
|
||||
.GroupBy(t => t.InventoryItemId)
|
||||
.ToDictionary(g => g.Key, g => Math.Abs(g.Sum(t => t.Quantity)));
|
||||
|
||||
// Update actual powder usage for each coat
|
||||
foreach (var coatUsage in dto.CoatUsages)
|
||||
// Process powder usage submitted per inventory item (color) for the whole job.
|
||||
// Distribute entered lbs across coats sharing that InventoryItemId proportionally
|
||||
// by estimated PowderToOrder so per-coat reporting stays meaningful.
|
||||
// One inventory deduction per powder (net of pre-logged credit).
|
||||
if (dto.PowderUsages.Any())
|
||||
{
|
||||
var jobItemCoat = await _unitOfWork.JobItemCoats.GetByIdAsync(
|
||||
coatUsage.JobItemCoatId,
|
||||
false,
|
||||
jic => jic.InventoryItem);
|
||||
// Load all coats for the job with their inventory items
|
||||
var allCoats = (await _unitOfWork.JobItemCoats.FindAsync(
|
||||
jic => jic.JobItem != null && jic.JobItem.JobId == dto.JobId,
|
||||
false, jic => jic.InventoryItem, jic => jic.JobItem))
|
||||
.ToList();
|
||||
|
||||
if (jobItemCoat != null)
|
||||
foreach (var powderUsage in dto.PowderUsages)
|
||||
{
|
||||
jobItemCoat.ActualPowderUsedLbs = coatUsage.ActualPowderUsedLbs;
|
||||
await _unitOfWork.JobItemCoats.UpdateAsync(jobItemCoat);
|
||||
if (!powderUsage.ActualPowderUsedLbs.HasValue || powderUsage.ActualPowderUsedLbs.Value <= 0)
|
||||
continue;
|
||||
|
||||
_logger.LogInformation("Updated JobItemCoat {CoatId} with {Lbs} lbs actual powder used",
|
||||
coatUsage.JobItemCoatId, coatUsage.ActualPowderUsedLbs);
|
||||
var invItemId = powderUsage.InventoryItemId;
|
||||
var totalActualLbs = powderUsage.ActualPowderUsedLbs.Value;
|
||||
|
||||
// Deduct powder from inventory if using stock powder
|
||||
if (jobItemCoat.InventoryItemId.HasValue &&
|
||||
coatUsage.ActualPowderUsedLbs.HasValue &&
|
||||
coatUsage.ActualPowderUsedLbs.Value > 0)
|
||||
// Distribute across coats using this powder proportionally by estimated lbs
|
||||
var coatsForPowder = allCoats.Where(c => c.InventoryItemId == invItemId).ToList();
|
||||
if (coatsForPowder.Any())
|
||||
{
|
||||
var invItemId = jobItemCoat.InventoryItemId.Value;
|
||||
var actualLbs = coatUsage.ActualPowderUsedLbs.Value;
|
||||
|
||||
// Apply available pre-logged credit so we don't double-deduct
|
||||
var credit = preLoggedCredit.GetValueOrDefault(invItemId, 0m);
|
||||
var deductNow = Math.Max(0m, actualLbs - credit);
|
||||
// Consume credit (other coats sharing the same powder get whatever remains)
|
||||
preLoggedCredit[invItemId] = Math.Max(0m, credit - actualLbs);
|
||||
|
||||
if (deductNow > 0)
|
||||
var totalEstimated = coatsForPowder.Sum(c => c.PowderToOrder ?? 0m);
|
||||
foreach (var coat in coatsForPowder)
|
||||
{
|
||||
var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(invItemId);
|
||||
if (inventoryItem != null)
|
||||
{
|
||||
var transaction = new InventoryTransaction
|
||||
{
|
||||
InventoryItemId = inventoryItem.Id,
|
||||
TransactionType = InventoryTransactionType.JobUsage,
|
||||
Quantity = -deductNow,
|
||||
UnitCost = inventoryItem.UnitCost,
|
||||
TotalCost = inventoryItem.UnitCost * deductNow,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
JobId = job.Id,
|
||||
Reference = job.JobNumber,
|
||||
Notes = $"Powder used for Job {job.JobNumber} - {jobItemCoat.CoatName} ({jobItemCoat.ColorName ?? "N/A"}) by {currentUser!.FirstName} {currentUser.LastName}",
|
||||
BalanceAfter = inventoryItem.QuantityOnHand - deductNow,
|
||||
CompanyId = job.CompanyId
|
||||
};
|
||||
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(transaction);
|
||||
inventoryItem.QuantityOnHand -= deductNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(inventoryItem);
|
||||
|
||||
// GL: DR COGS, CR Inventory Asset (accrual) — no-op if accounts not configured
|
||||
if (inventoryItem.CogsAccountId.HasValue && inventoryItem.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = deductNow * (inventoryItem.AverageCost > 0 ? inventoryItem.AverageCost : inventoryItem.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(inventoryItem.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(inventoryItem.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
_logger.LogInformation(
|
||||
"Deducted {Lbs} lbs (net of pre-logged) of {Item} from inventory for Job {JobNumber}. New quantity: {NewQty}",
|
||||
deductNow, inventoryItem.Name, job.JobNumber, inventoryItem.QuantityOnHand);
|
||||
}
|
||||
var share = totalEstimated > 0
|
||||
? totalActualLbs * ((coat.PowderToOrder ?? 0m) / totalEstimated)
|
||||
: totalActualLbs / coatsForPowder.Count;
|
||||
coat.ActualPowderUsedLbs = Math.Round(share, 4);
|
||||
await _unitOfWork.JobItemCoats.UpdateAsync(coat);
|
||||
}
|
||||
else
|
||||
}
|
||||
|
||||
// Single inventory deduction for the whole powder, net of pre-logged credit
|
||||
var credit = preLoggedCredit.GetValueOrDefault(invItemId, 0m);
|
||||
var deductNow = Math.Max(0m, totalActualLbs - credit);
|
||||
preLoggedCredit[invItemId] = 0m;
|
||||
|
||||
if (deductNow > 0)
|
||||
{
|
||||
var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(invItemId);
|
||||
if (inventoryItem != null)
|
||||
{
|
||||
inventoryItem.QuantityOnHand -= deductNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(inventoryItem);
|
||||
|
||||
var transaction = new InventoryTransaction
|
||||
{
|
||||
InventoryItemId = inventoryItem.Id,
|
||||
TransactionType = InventoryTransactionType.JobUsage,
|
||||
Quantity = -deductNow,
|
||||
UnitCost = inventoryItem.UnitCost,
|
||||
TotalCost = inventoryItem.UnitCost * deductNow,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
JobId = job.Id,
|
||||
Reference = job.JobNumber,
|
||||
Notes = $"Powder used for Job {job.JobNumber} by {currentUser!.FirstName} {currentUser.LastName}",
|
||||
BalanceAfter = inventoryItem.QuantityOnHand,
|
||||
CompanyId = job.CompanyId
|
||||
};
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(transaction);
|
||||
|
||||
if (inventoryItem.CogsAccountId.HasValue && inventoryItem.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = deductNow * (inventoryItem.AverageCost > 0 ? inventoryItem.AverageCost : inventoryItem.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(inventoryItem.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(inventoryItem.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
_logger.LogInformation(
|
||||
"Skipped inventory deduction for JobItemCoat {CoatId} — {Lbs} lbs already pre-logged for inventory item {InvItemId}",
|
||||
coatUsage.JobItemCoatId, actualLbs, invItemId);
|
||||
"Deducted {Lbs} lbs (net of pre-logged) of {Item} from inventory for Job {JobNumber}. New quantity: {NewQty}",
|
||||
deductNow, inventoryItem.Name, job.JobNumber, inventoryItem.QuantityOnHand);
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -2948,6 +2980,7 @@ public class JobsController : Controller
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = c.PowderToOrder,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge,
|
||||
Notes = c.Notes
|
||||
}).ToList(),
|
||||
PrepServices = ji.PrepServices.Select(ps => new CreateQuoteItemPrepServiceDto
|
||||
@@ -2962,7 +2995,7 @@ public class JobsController : Controller
|
||||
JobId = job.Id,
|
||||
JobNumber = job.JobNumber,
|
||||
CustomerId = job.CustomerId,
|
||||
TaxPercent = costs?.TaxPercent ?? 0m,
|
||||
TaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m),
|
||||
OvenCostId = job.OvenCostId,
|
||||
OvenBatches = job.OvenBatches > 0 ? job.OvenBatches : 1,
|
||||
OvenCycleMinutes = job.OvenCycleMinutes,
|
||||
@@ -2999,7 +3032,7 @@ public class JobsController : Controller
|
||||
{
|
||||
ModelState.AddModelError("", "Please add at least one job item.");
|
||||
var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
|
||||
model.TaxPercent = costs?.TaxPercent ?? 0m;
|
||||
model.TaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m);
|
||||
await PopulateJobItemDropDownsAsync(currentUser.CompanyId, costs?.OvenOperatingCostPerHour ?? 45m);
|
||||
ViewBag.ComplexitySimplePercent = costs?.ComplexitySimplePercent ?? 0m;
|
||||
ViewBag.ComplexityModeratePercent = costs?.ComplexityModeratePercent ?? 5m;
|
||||
@@ -3044,15 +3077,26 @@ public class JobsController : Controller
|
||||
}
|
||||
}
|
||||
|
||||
// Calculate full total (overhead, margins, tax) to match what the wizard displays
|
||||
// Calculate full total (overhead, margins, tax) matching what Details shows
|
||||
decimal? ovenRateOverride = null;
|
||||
if (job.OvenCostId.HasValue)
|
||||
{
|
||||
var oven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
|
||||
if (oven != null && oven.CompanyId == currentUser.CompanyId)
|
||||
ovenRateOverride = oven.CostPerHour;
|
||||
}
|
||||
var updateCosts = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
|
||||
var totals = await _pricingService.CalculateQuoteTotalsAsync(
|
||||
model.JobItems, currentUser.CompanyId, job.CustomerId,
|
||||
model.TaxPercent, "None", 0, false, job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
|
||||
await GetEffectiveTaxPercentAsync(job.CustomerId, updateCosts?.TaxPercent ?? 0m),
|
||||
job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
|
||||
ovenRateOverride, job.OvenBatches, job.OvenCycleMinutes);
|
||||
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
|
||||
job.PricingBreakdownJson = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
|
||||
job.UpdatedAt = DateTime.UtcNow;
|
||||
job.UpdatedBy = currentUser.UserName;
|
||||
await _unitOfWork.Jobs.UpdateAsync(job);
|
||||
@@ -3066,7 +3110,7 @@ public class JobsController : Controller
|
||||
_logger.LogError(ex, "Error updating items for job {JobId}", job.Id);
|
||||
TempData["Error"] = "An error occurred while saving job items.";
|
||||
var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
|
||||
model.TaxPercent = costs?.TaxPercent ?? 0m;
|
||||
model.TaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m);
|
||||
await PopulateJobItemDropDownsAsync(currentUser.CompanyId, costs?.OvenOperatingCostPerHour ?? 45m);
|
||||
return View("EditItems", model);
|
||||
}
|
||||
@@ -3108,31 +3152,48 @@ public class JobsController : Controller
|
||||
CatalogItemId = ji.CatalogItemId,
|
||||
IsGenericItem = ji.IsGenericItem,
|
||||
IsLaborItem = ji.IsLaborItem,
|
||||
IsSalesItem = ji.IsSalesItem,
|
||||
IsAiItem = ji.IsAiItem,
|
||||
ManualUnitPrice = ji.ManualUnitPrice,
|
||||
Coats = ji.Coats.Select(c => new CreateQuoteItemCoatDto
|
||||
ManualUnitPrice = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
|
||||
IncludePrepCost = ji.IncludePrepCost,
|
||||
Coats = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto
|
||||
{
|
||||
InventoryItemId = c.InventoryItemId,
|
||||
CoverageSqFtPerLb = c.CoverageSqFtPerLb,
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
}).ToList()
|
||||
}).ToList();
|
||||
|
||||
var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
|
||||
if (remainingDtos.Any())
|
||||
{
|
||||
var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
|
||||
decimal? deleteOvenRate = null;
|
||||
if (job.OvenCostId.HasValue)
|
||||
{
|
||||
var deleteOven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
|
||||
if (deleteOven != null && deleteOven.CompanyId == currentUser.CompanyId)
|
||||
deleteOvenRate = deleteOven.CostPerHour;
|
||||
}
|
||||
var totals = await _pricingService.CalculateQuoteTotalsAsync(
|
||||
remainingDtos, currentUser.CompanyId, job.CustomerId,
|
||||
costs?.TaxPercent ?? 0m, "None", 0, false, null, 1, null);
|
||||
job.FinalPrice = totals.Total;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
|
||||
await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m),
|
||||
job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
|
||||
deleteOvenRate, job.OvenBatches, job.OvenCycleMinutes);
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
|
||||
job.PricingBreakdownJson = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
|
||||
}
|
||||
else
|
||||
{
|
||||
job.FinalPrice = 0;
|
||||
job.ShopSuppliesAmount = 0;
|
||||
job.ShopSuppliesPercent = 0;
|
||||
job.FinalPrice = 0;
|
||||
job.OvenBatchCost = 0;
|
||||
job.ShopSuppliesAmount = 0;
|
||||
job.ShopSuppliesPercent = 0;
|
||||
job.PricingBreakdownJson = null;
|
||||
}
|
||||
|
||||
job.UpdatedAt = DateTime.UtcNow;
|
||||
@@ -3152,7 +3213,7 @@ public class JobsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateJobItemDropDownsAsync(int companyId, decimal fallbackOvenRate)
|
||||
{
|
||||
var inventory = await _unitOfWork.InventoryItems.GetAllAsync(false, i => i.InventoryCategory);
|
||||
var inventory = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId, false, i => i.InventoryCategory);
|
||||
ViewBag.InventoryCoatings = inventory
|
||||
.Where(i => i.IsActive && i.InventoryCategory?.IsActive == true && i.InventoryCategory.IsCoating)
|
||||
.OrderBy(i => i.IsIncoming ? 1 : 0).ThenBy(i => i.InventoryCategory!.DisplayOrder).ThenBy(i => i.ColorName ?? i.Name)
|
||||
@@ -3172,12 +3233,12 @@ public class JobsController : Controller
|
||||
isIncoming = i.IsIncoming
|
||||
}).ToList();
|
||||
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync(false);
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(s => s.CompanyId == companyId, false);
|
||||
ViewBag.Vendors = vendors
|
||||
.Where(s => s.IsActive).OrderBy(s => s.CompanyName)
|
||||
.Select(s => new { value = s.Id.ToString(), text = s.CompanyName }).ToList();
|
||||
|
||||
var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category, i => i.Category.ParentCategory);
|
||||
var catalogItems = await _unitOfWork.CatalogItems.FindAsync(i => i.CompanyId == companyId, false, i => i.Category, i => i.Category.ParentCategory);
|
||||
ViewBag.CatalogItems = catalogItems
|
||||
.Where(i => i.IsActive)
|
||||
.OrderBy(i => i.Category.DisplayOrder).ThenBy(i => i.DisplayOrder)
|
||||
@@ -3206,10 +3267,10 @@ public class JobsController : Controller
|
||||
description = i.Description
|
||||
}).ToList();
|
||||
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive && ps.CompanyId == companyId);
|
||||
ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();
|
||||
|
||||
var blastSetupsForEditItems = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
|
||||
var blastSetupsForEditItems = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId);
|
||||
ViewBag.BlastSetups = blastSetupsForEditItems.OrderBy(b => b.DisplayOrder)
|
||||
.Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
|
||||
.ToList();
|
||||
@@ -3242,6 +3303,57 @@ public class JobsController : Controller
|
||||
return $"{string.Join(" > ", path)} > {item.Name}{sku} - {item.DefaultPrice:C}";
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Converts a <see cref="QuotePricingResult"/> into the DTO used for both display and JSON snapshot storage.
|
||||
/// All save paths (Create, Edit, UpdateItems, DeleteJobItem) call this so the snapshot is always consistent.
|
||||
/// </summary>
|
||||
/// <summary>
|
||||
/// Returns the effective tax rate for a job, respecting customer tax-exempt status.
|
||||
/// Always call this instead of using costs.TaxPercent directly so tax-exempt customers
|
||||
/// are never charged tax when a job is saved or recalculated.
|
||||
/// </summary>
|
||||
private async Task<decimal> GetEffectiveTaxPercentAsync(int? customerId, decimal companyDefaultRate)
|
||||
{
|
||||
if (customerId is > 0)
|
||||
{
|
||||
var customer = await _unitOfWork.Customers.GetByIdAsync(customerId.Value);
|
||||
if (customer?.IsTaxExempt == true) return 0m;
|
||||
}
|
||||
return companyDefaultRate;
|
||||
}
|
||||
|
||||
private static QuotePricingBreakdownDto BuildPricingSnapshotDto(QuotePricingResult pr) =>
|
||||
new QuotePricingBreakdownDto
|
||||
{
|
||||
MaterialCosts = pr.MaterialCosts,
|
||||
LaborCosts = pr.LaborCosts,
|
||||
EquipmentCosts = pr.EquipmentCosts,
|
||||
ItemsSubtotal = pr.ItemsSubtotal,
|
||||
OvenBatchCost = pr.OvenBatchCost,
|
||||
OvenBatches = pr.OvenBatches,
|
||||
OvenCycleMinutes = pr.OvenCycleMinutes,
|
||||
FacilityOverheadCost = pr.FacilityOverheadCost,
|
||||
FacilityOverheadRatePerHour = pr.FacilityOverheadRatePerHour,
|
||||
ShopSuppliesAmount = pr.ShopSuppliesAmount,
|
||||
ShopSuppliesPercent = pr.ShopSuppliesPercent,
|
||||
OverheadCosts = pr.OverheadCosts,
|
||||
OverheadPercent = pr.OverheadPercent,
|
||||
ProfitMargin = pr.ProfitMargin,
|
||||
ProfitPercent = pr.ProfitPercent,
|
||||
SubtotalBeforeDiscount = pr.SubtotalBeforeDiscount,
|
||||
PricingTierDiscountAmount = pr.PricingTierDiscountAmount,
|
||||
PricingTierDiscountPercent = pr.PricingTierDiscountPercent,
|
||||
QuoteDiscountAmount = pr.QuoteDiscountAmount,
|
||||
QuoteDiscountPercent = pr.QuoteDiscountPercent,
|
||||
DiscountAmount = pr.DiscountAmount,
|
||||
DiscountPercent = pr.DiscountPercent,
|
||||
SubtotalAfterDiscount = pr.SubtotalAfterDiscount,
|
||||
RushFee = pr.RushFee,
|
||||
TaxAmount = pr.TaxAmount,
|
||||
TaxPercent = pr.TaxPercent,
|
||||
Total = pr.Total
|
||||
};
|
||||
|
||||
#endregion
|
||||
|
||||
#region Item Pricing (AJAX)
|
||||
@@ -3322,8 +3434,7 @@ public class JobsController : Controller
|
||||
public async Task<IActionResult> GetTimeEntries(int jobId)
|
||||
{
|
||||
var entries = await _unitOfWork.JobTimeEntries.FindAsync(
|
||||
e => e.JobId == jobId, false,
|
||||
e => e.Worker); // Worker nav loaded for display of legacy entries that pre-date user migration
|
||||
e => e.JobId == jobId, false);
|
||||
var dtos = _mapper.Map<List<JobTimeEntryDto>>(entries.OrderByDescending(e => e.WorkDate).ToList());
|
||||
return Json(dtos);
|
||||
}
|
||||
@@ -3777,15 +3888,24 @@ public class JobsController : Controller
|
||||
|
||||
// Operating costs for fallback labor rate and oven rate
|
||||
var opCosts = (await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId)).FirstOrDefault();
|
||||
var fallbackLaborRate = opCosts?.StandardLaborRate ?? 0m;
|
||||
var effectiveOvenMinutes = (opCosts?.DefaultOvenCycleMinutes > 0 ? (int?)opCosts!.DefaultOvenCycleMinutes : null) ?? 45;
|
||||
var defaultOvenCycleHours = effectiveOvenMinutes / 60.0m;
|
||||
|
||||
// Role cost rates map: role → hourly rate
|
||||
var roleCosts = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId);
|
||||
var roleCostMap = roleCosts.ToDictionary(r => r.Role, r => r.HourlyRate);
|
||||
// Labor cost rate priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
var companyLaborCostRate = opCosts?.LaborCostPerHour ?? ((opCosts?.StandardLaborRate ?? 0m) * 0.20m);
|
||||
var companyUsers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.LaborCostPerHour != null)
|
||||
.Select(u => new { u.Id, u.LaborCostPerHour })
|
||||
.ToListAsync();
|
||||
var userLaborCostMap = companyUsers.ToDictionary(u => u.Id, u => u.LaborCostPerHour!.Value);
|
||||
|
||||
// 1. Powder / Material cost
|
||||
// Priority: PowderUsageLog actuals (sum per coat) > coat.ActualPowderUsedLbs > coat.PowderToOrder (estimated)
|
||||
var usageLogs = await _unitOfWork.PowderUsageLogs.FindAsync(u => u.JobId == jobId);
|
||||
var actualByCoat = usageLogs
|
||||
.GroupBy(u => u.JobItemCoatId)
|
||||
.ToDictionary(g => g.Key, g => g.Sum(u => u.ActualLbsUsed));
|
||||
|
||||
decimal powderCost = 0m;
|
||||
var powderLines = new List<object>();
|
||||
bool hasCoatsWithRateButNoQty = false;
|
||||
@@ -3793,7 +3913,19 @@ public class JobsController : Controller
|
||||
{
|
||||
foreach (var coat in item.Coats)
|
||||
{
|
||||
var lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
bool isActual;
|
||||
decimal lbs;
|
||||
if (actualByCoat.TryGetValue(coat.Id, out var loggedLbs) && loggedLbs > 0)
|
||||
{
|
||||
lbs = loggedLbs;
|
||||
isActual = true;
|
||||
}
|
||||
else
|
||||
{
|
||||
lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue;
|
||||
}
|
||||
|
||||
var costPerLb = coat.PowderCostPerLb ?? 0m;
|
||||
var lineCost = lbs * costPerLb;
|
||||
powderCost += lineCost;
|
||||
@@ -3804,7 +3936,7 @@ public class JobsController : Controller
|
||||
lbs = Math.Round(lbs, 3),
|
||||
costPerLb = Math.Round(costPerLb, 4),
|
||||
total = Math.Round(lineCost, 2),
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue
|
||||
isActual
|
||||
});
|
||||
}
|
||||
else if (costPerLb > 0 && lbs == 0)
|
||||
@@ -3816,20 +3948,23 @@ public class JobsController : Controller
|
||||
}
|
||||
|
||||
// 2. Labor cost
|
||||
// Priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
decimal laborCost = 0m;
|
||||
var laborLines = new List<object>();
|
||||
foreach (var entry in job.TimeEntries)
|
||||
{
|
||||
var rate = entry.Worker != null && roleCostMap.TryGetValue(entry.Worker.Role, out var r) ? r : fallbackLaborRate;
|
||||
bool usingPerUser = entry.UserId != null && userLaborCostMap.TryGetValue(entry.UserId, out _);
|
||||
var rate = usingPerUser
|
||||
? userLaborCostMap[entry.UserId!]
|
||||
: companyLaborCostRate;
|
||||
var lineCost = entry.HoursWorked * rate;
|
||||
laborCost += lineCost;
|
||||
laborLines.Add(new {
|
||||
worker = entry.Worker?.Name ?? "Unknown",
|
||||
role = entry.Worker != null ? System.Text.RegularExpressions.Regex.Replace(entry.Worker.Role.ToString(), "([a-z])([A-Z])", "$1 $2") : "",
|
||||
worker = entry.UserDisplayName ?? "Unknown",
|
||||
hours = entry.HoursWorked,
|
||||
rate = Math.Round(rate, 2),
|
||||
total = Math.Round(lineCost, 2),
|
||||
usingFallback = entry.Worker == null || !roleCostMap.ContainsKey(entry.Worker.Role),
|
||||
usingFallback = !usingPerUser,
|
||||
stage = entry.Stage,
|
||||
workDate = entry.WorkDate.ToString("MM/dd/yyyy")
|
||||
});
|
||||
@@ -3848,10 +3983,11 @@ public class JobsController : Controller
|
||||
ovenCost = opCosts.OvenOperatingCostPerHour * defaultOvenCycleHours;
|
||||
}
|
||||
|
||||
// 4. Revenue
|
||||
decimal revenue = job.Invoice != null
|
||||
? job.Invoice.Total
|
||||
: (job.FinalPrice > 0 ? job.FinalPrice : job.QuotedPrice);
|
||||
// 4. Revenue — prefer FinalPrice (reflects inline edits and job-level changes);
|
||||
// fall back to Invoice.Total only when FinalPrice is zero (voided/zeroed job).
|
||||
decimal revenue = job.FinalPrice > 0
|
||||
? job.FinalPrice
|
||||
: (job.Invoice?.Total ?? job.QuotedPrice);
|
||||
|
||||
// 5. Rework costs from linked rework jobs
|
||||
var reworkRecords = await _unitOfWork.ReworkRecords.FindAsync(
|
||||
@@ -3887,7 +4023,7 @@ public class JobsController : Controller
|
||||
|
||||
return Json(new {
|
||||
revenue = Math.Round(revenue, 2),
|
||||
revenueSource = job.Invoice != null ? "Invoice" : (job.FinalPrice > 0 ? "Final Price" : "Quoted Price"),
|
||||
revenueSource = job.FinalPrice > 0 ? "Final Price" : (job.Invoice != null ? "Invoice" : "Quoted Price"),
|
||||
powderCost = Math.Round(powderCost, 2),
|
||||
laborCost = Math.Round(laborCost, 2),
|
||||
ovenCost = Math.Round(ovenCost, 2),
|
||||
@@ -3903,7 +4039,7 @@ public class JobsController : Controller
|
||||
grossMargin,
|
||||
quotedMargin,
|
||||
quotedPrice = Math.Round(job.QuotedPrice, 2),
|
||||
fallbackLaborRate,
|
||||
companyLaborCostRate,
|
||||
powderLines,
|
||||
laborLines,
|
||||
hasPowderData = powderLines.Count > 0,
|
||||
@@ -4011,9 +4147,170 @@ public class JobsController : Controller
|
||||
|
||||
_logger.LogInformation("Recorded first job creation for company {CompanyId}", companyId);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Logs manual material usage from the job details page. Mirrors the QR scan LogUsage
|
||||
/// flow in InventoryController but returns JSON so the modal can close and refresh inline.
|
||||
/// Quantity is always the amount USED (caller converts from remaining if needed).
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> LogMaterial([FromBody] LogMaterialRequest req)
|
||||
{
|
||||
try
|
||||
{
|
||||
if (req.QuantityUsed <= 0)
|
||||
return Json(new { success = false, message = "Quantity used must be greater than zero." });
|
||||
|
||||
var item = await _unitOfWork.InventoryItems.GetByIdAsync(req.InventoryItemId);
|
||||
if (item == null) return Json(new { success = false, message = "Inventory item not found." });
|
||||
|
||||
var job = await _unitOfWork.Jobs.GetByIdAsync(req.JobId);
|
||||
if (job == null) return Json(new { success = false, message = "Job not found." });
|
||||
|
||||
var txnType = req.TransactionType == "Waste"
|
||||
? InventoryTransactionType.Waste
|
||||
: InventoryTransactionType.JobUsage;
|
||||
|
||||
item.QuantityOnHand -= req.QuantityUsed;
|
||||
item.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(item);
|
||||
|
||||
var txn = new PowderCoating.Core.Entities.InventoryTransaction
|
||||
{
|
||||
InventoryItemId = item.Id,
|
||||
TransactionType = txnType,
|
||||
Quantity = -req.QuantityUsed,
|
||||
UnitCost = item.UnitCost,
|
||||
TotalCost = req.QuantityUsed * item.UnitCost,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
BalanceAfter = item.QuantityOnHand,
|
||||
JobId = req.JobId,
|
||||
Reference = $"Job {job.JobNumber}",
|
||||
Notes = req.Notes?.Trim(),
|
||||
CompanyId = item.CompanyId,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(txn);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// GL: DR COGS, CR Inventory Asset
|
||||
if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = req.QuantityUsed * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
return Json(new
|
||||
{
|
||||
success = true,
|
||||
message = $"Logged {req.QuantityUsed:N2} {item.UnitOfMeasure} of {item.Name}.",
|
||||
newBalance = item.QuantityOnHand,
|
||||
unitOfMeasure = item.UnitOfMeasure,
|
||||
itemName = item.Name
|
||||
});
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error logging material for job {JobId}", req.JobId);
|
||||
return Json(new { success = false, message = "An error occurred. Please try again." });
|
||||
}
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Inline-edits description, quantity, and unit price on a single job line item.
|
||||
/// Adjusts FinalPrice and the stored PricingBreakdownJson snapshot by the price delta.
|
||||
/// Returns updated totals so the page can reflect the change without a reload.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> PatchItem([FromBody] PatchJobItemRequest request)
|
||||
{
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var item = await _unitOfWork.JobItems.GetByIdAsync(request.ItemId);
|
||||
if (item == null) return NotFound();
|
||||
|
||||
var job = await _unitOfWork.Jobs.GetByIdAsync(item.JobId);
|
||||
if (job == null || job.CompanyId != currentUser.CompanyId) return NotFound();
|
||||
|
||||
var oldTotal = item.TotalPrice;
|
||||
item.Description = request.Description.Trim();
|
||||
item.Quantity = request.Quantity;
|
||||
item.UnitPrice = request.UnitPrice;
|
||||
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
|
||||
await _unitOfWork.JobItems.UpdateAsync(item);
|
||||
|
||||
var delta = item.TotalPrice - oldTotal;
|
||||
job.FinalPrice = Math.Round(job.FinalPrice + delta, 2);
|
||||
|
||||
// Keep the stored pricing snapshot in sync so the breakdown panel stays consistent.
|
||||
// Case-insensitive options handle JSON stored before PascalCase serialization was enforced.
|
||||
QuotePricingBreakdownDto? pbFinal = null;
|
||||
var jsonOpts = new JsonSerializerOptions { PropertyNameCaseInsensitive = true };
|
||||
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
|
||||
{
|
||||
var pb = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson, jsonOpts);
|
||||
if (pb != null)
|
||||
{
|
||||
pb.ItemsSubtotal += delta;
|
||||
pb.SubtotalBeforeDiscount += delta;
|
||||
pb.SubtotalAfterDiscount = pb.SubtotalBeforeDiscount - pb.DiscountAmount;
|
||||
pb.TaxAmount = Math.Round(pb.SubtotalAfterDiscount * pb.TaxPercent / 100m, 2);
|
||||
pb.Total = Math.Round(pb.SubtotalAfterDiscount + pb.RushFee + pb.TaxAmount, 2);
|
||||
job.FinalPrice = pb.Total;
|
||||
job.PricingBreakdownJson = JsonSerializer.Serialize(pb);
|
||||
pbFinal = pb;
|
||||
}
|
||||
}
|
||||
|
||||
await _unitOfWork.Jobs.UpdateAsync(job);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// For legacy jobs without a stored snapshot, derive breakdown from live item totals.
|
||||
if (pbFinal == null)
|
||||
{
|
||||
var allItems = await _unitOfWork.JobItems.FindAsync(ji => ji.JobId == job.Id && !ji.IsDeleted);
|
||||
var itemsSubtotal = allItems.Sum(ji => ji.TotalPrice);
|
||||
var subtotal = itemsSubtotal + job.OvenBatchCost + job.ShopSuppliesAmount;
|
||||
pbFinal = new QuotePricingBreakdownDto
|
||||
{
|
||||
ItemsSubtotal = itemsSubtotal,
|
||||
SubtotalBeforeDiscount = subtotal,
|
||||
SubtotalAfterDiscount = subtotal,
|
||||
Total = job.FinalPrice
|
||||
};
|
||||
}
|
||||
|
||||
return Json(new {
|
||||
lineTotal = item.TotalPrice,
|
||||
finalPrice = job.FinalPrice,
|
||||
itemsSubtotal = pbFinal.ItemsSubtotal,
|
||||
subtotalBeforeDiscount = pbFinal.SubtotalBeforeDiscount,
|
||||
subtotalAfterDiscount = pbFinal.SubtotalAfterDiscount,
|
||||
taxAmount = pbFinal.TaxAmount
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
public class DeleteTimeEntryRequest { public int Id { get; set; } }
|
||||
public class PatchJobItemRequest
|
||||
{
|
||||
public int ItemId { get; set; }
|
||||
public string Description { get; set; } = string.Empty;
|
||||
public decimal Quantity { get; set; }
|
||||
public decimal UnitPrice { get; set; }
|
||||
}
|
||||
public class LogMaterialRequest
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
public int InventoryItemId { get; set; }
|
||||
public decimal QuantityUsed { get; set; }
|
||||
public string TransactionType { get; set; } = "JobUsage";
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
public class CreateReworkJobRequest { public int ReworkRecordId { get; set; } public string? Notes { get; set; } }
|
||||
|
||||
public class UpdateWorkerAssignmentRequest
|
||||
|
||||
@@ -90,8 +90,8 @@ public class JobsPriorityController : Controller
|
||||
.ToList();
|
||||
|
||||
// Get priorities and workers for modal options
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId);
|
||||
var workers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
|
||||
@@ -16,15 +16,18 @@ public class MaintenanceController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<MaintenanceController> _logger;
|
||||
|
||||
public MaintenanceController(
|
||||
IUnitOfWork unitOfWork,
|
||||
IMapper mapper,
|
||||
ITenantContext tenantContext,
|
||||
ILogger<MaintenanceController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -740,7 +743,8 @@ public class MaintenanceController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateViewBagAsync(int? selectedEquipmentId = null)
|
||||
{
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId);
|
||||
ViewBag.EquipmentList = new SelectList(
|
||||
equipment.Where(e => e.IsActive).OrderBy(e => e.EquipmentName),
|
||||
"Id",
|
||||
|
||||
@@ -179,8 +179,9 @@ public class OvenSchedulerController : Controller
|
||||
public async Task<IActionResult> Suggest([FromBody] SuggestRequest req)
|
||||
{
|
||||
var goal = req?.OptimizationGoal ?? "maximize_throughput";
|
||||
var suggestCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var equipmentList = (await _unitOfWork.OvenCosts.GetAllAsync())
|
||||
var equipmentList = (await _unitOfWork.OvenCosts.FindAsync(o => o.CompanyId == suggestCompanyId))
|
||||
.Where(o => o.IsActive)
|
||||
.OrderBy(o => o.DisplayOrder).ThenBy(o => o.Label)
|
||||
.ToList();
|
||||
@@ -188,10 +189,11 @@ public class OvenSchedulerController : Controller
|
||||
if (!equipmentList.Any())
|
||||
return Json(new { success = false, error = "No active ovens found. Add Named Ovens in Settings → Operating Costs." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == suggestCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var queueJobs = (await _unitOfWork.Jobs.GetAllAsync(
|
||||
var queueJobs = (await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.CompanyId == suggestCompanyId,
|
||||
false,
|
||||
j => j.Customer,
|
||||
j => j.JobStatus,
|
||||
@@ -265,7 +267,8 @@ public class OvenSchedulerController : Controller
|
||||
if (req?.Batches == null || !req.Batches.Any())
|
||||
return Json(new { success = false, error = "No batches provided." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var acceptCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == acceptCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var createdBatches = new List<object>();
|
||||
@@ -357,7 +360,8 @@ public class OvenSchedulerController : Controller
|
||||
if (oven == null)
|
||||
return Json(new { success = false, error = "Oven not found." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var createBatchCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == createBatchCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var batchNumber = await GenerateBatchNumberAsync();
|
||||
@@ -651,7 +655,8 @@ public class OvenSchedulerController : Controller
|
||||
if (inOvenStatus != null)
|
||||
{
|
||||
var jobIds = batch.Items.Select(i => i.JobId).Distinct().ToHashSet();
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync()).Where(j => jobIds.Contains(j.Id));
|
||||
var startBatchCid = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == startBatchCid && jobIds.Contains(j.Id));
|
||||
foreach (var job in jobs)
|
||||
job.JobStatusId = inOvenStatus.Id;
|
||||
}
|
||||
|
||||
@@ -75,7 +75,6 @@ public class PaymentController : Controller
|
||||
CustomerName = customer != null
|
||||
? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
|
||||
: "Valued Customer",
|
||||
CustomerEmail = customer?.Email ?? string.Empty,
|
||||
CompanyName = company!.CompanyName,
|
||||
BalanceDue = invoice.BalanceDue,
|
||||
InvoiceTotal = invoice.Total,
|
||||
@@ -127,8 +126,6 @@ public class PaymentController : Controller
|
||||
return BadRequest(new { error = "Invalid payment amount." });
|
||||
|
||||
var surcharge = CalculateSurcharge(request.Amount, company!);
|
||||
var customer = await _context.Customers.AsNoTracking()
|
||||
.FirstOrDefaultAsync(c => c.Id == invoice.CustomerId);
|
||||
|
||||
var (success, clientSecret, paymentIntentId, stripeError) =
|
||||
await _stripeConnect.CreatePaymentIntentAsync(
|
||||
@@ -136,7 +133,6 @@ public class PaymentController : Controller
|
||||
invoiceTotal: request.Amount,
|
||||
surchargeAmount: surcharge,
|
||||
currency: "usd",
|
||||
customerEmail: customer?.Email ?? string.Empty,
|
||||
invoiceNumber: invoice.InvoiceNumber,
|
||||
invoiceId: invoice.Id);
|
||||
|
||||
@@ -261,7 +257,6 @@ public class PaymentController : Controller
|
||||
CustomerName = customer != null
|
||||
? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
|
||||
: quote.ProspectContactName ?? "Valued Customer",
|
||||
CustomerEmail = customer?.Email ?? quote.ProspectEmail ?? string.Empty,
|
||||
CompanyName = company!.CompanyName,
|
||||
DepositAmount = depositAmount,
|
||||
QuoteTotal = quote.Total,
|
||||
@@ -296,7 +291,6 @@ public class PaymentController : Controller
|
||||
|
||||
var depositAmount = Math.Round(quote!.Total * (quote.DepositPercent / 100m), 2);
|
||||
var surcharge = CalculateSurcharge(depositAmount, company!);
|
||||
var customerEmail = quote.Customer?.Email ?? quote.ProspectEmail ?? string.Empty;
|
||||
|
||||
var (success, clientSecret, paymentIntentId, stripeError) =
|
||||
await _stripeConnect.CreateDepositPaymentIntentAsync(
|
||||
@@ -304,7 +298,6 @@ public class PaymentController : Controller
|
||||
depositAmount: depositAmount,
|
||||
surchargeAmount: surcharge,
|
||||
currency: "usd",
|
||||
customerEmail: customerEmail,
|
||||
quoteNumber: quote.QuoteNumber,
|
||||
quoteId: quote.Id);
|
||||
|
||||
@@ -942,7 +935,6 @@ public class PaymentPageViewModel
|
||||
public int InvoiceId { get; set; }
|
||||
public string Token { get; set; } = string.Empty;
|
||||
public string CustomerName { get; set; } = string.Empty;
|
||||
public string CustomerEmail { get; set; } = string.Empty;
|
||||
public string CompanyName { get; set; } = string.Empty;
|
||||
public decimal BalanceDue { get; set; }
|
||||
public decimal InvoiceTotal { get; set; }
|
||||
@@ -963,7 +955,6 @@ public class DepositPaymentPageViewModel
|
||||
public int QuoteId { get; set; }
|
||||
public string Token { get; set; } = string.Empty;
|
||||
public string CustomerName { get; set; } = string.Empty;
|
||||
public string CustomerEmail { get; set; } = string.Empty;
|
||||
public string CompanyName { get; set; } = string.Empty;
|
||||
public decimal DepositAmount { get; set; }
|
||||
public decimal QuoteTotal { get; set; }
|
||||
|
||||
@@ -14,12 +14,14 @@ public class PricingTiersController : Controller
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ILogger<PricingTiersController> _logger;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
|
||||
public PricingTiersController(IUnitOfWork unitOfWork, IMapper mapper, ILogger<PricingTiersController> logger)
|
||||
public PricingTiersController(IUnitOfWork unitOfWork, IMapper mapper, ILogger<PricingTiersController> logger, ITenantContext tenantContext)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_logger = logger;
|
||||
_tenantContext = tenantContext;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
@@ -27,8 +29,9 @@ public class PricingTiersController : Controller
|
||||
/// </summary>
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var tiers = await _unitOfWork.PricingTiers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var tiers = await _unitOfWork.PricingTiers.FindAsync(t => t.CompanyId == companyId);
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
|
||||
var customerCountByTier = customers
|
||||
.Where(c => c.PricingTierId.HasValue)
|
||||
|
||||
@@ -1,4 +1,5 @@
|
||||
using AutoMapper;
|
||||
using System.Text.Json;
|
||||
using AutoMapper;
|
||||
using Microsoft.Extensions.Configuration;
|
||||
using PowderCoating.Shared.Constants;
|
||||
using Microsoft.AspNetCore.Authorization;
|
||||
@@ -254,7 +255,7 @@ public class QuotesController : Controller
|
||||
|
||||
// Calibration nudge — suppress when named blast setups exist OR legacy CFM is set
|
||||
var costs = (await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId)).FirstOrDefault();
|
||||
var hasNamedSetups = (await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive)).Any();
|
||||
var hasNamedSetups = (await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId)).Any();
|
||||
ViewBag.QuotingNotCalibrated = costs != null
|
||||
&& !hasNamedSetups
|
||||
&& costs.CompressorCfm == 0
|
||||
@@ -440,7 +441,7 @@ public class QuotesController : Controller
|
||||
ViewBag.Deposits = quoteDeposits;
|
||||
|
||||
// Customer list for inline customer-change dropdown
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var allCustomers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == quote.CompanyId);
|
||||
ViewBag.CustomerSelectList = allCustomers
|
||||
.Where(c => c.IsActive)
|
||||
.Select(c => new SelectListItem
|
||||
@@ -2429,7 +2430,7 @@ public class QuotesController : Controller
|
||||
ViewBag.QuotePhotosEnabled = quotePhotoMax != 0; // 0 = feature disabled for this plan
|
||||
|
||||
// Customers
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = customers
|
||||
.Select(c => new SelectListItem
|
||||
{
|
||||
@@ -2470,7 +2471,7 @@ public class QuotesController : Controller
|
||||
}
|
||||
|
||||
// Inventory coatings — include incoming items so they can be quoted while powder is in transit
|
||||
var inventory = await _unitOfWork.InventoryItems.GetAllAsync(false, i => i.InventoryCategory);
|
||||
var inventory = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId, false, i => i.InventoryCategory);
|
||||
ViewBag.InventoryCoatings = inventory
|
||||
.Where(i => i.IsActive && i.InventoryCategory?.IsActive == true && i.InventoryCategory.IsCoating)
|
||||
.OrderBy(i => i.IsIncoming ? 1 : 0).ThenBy(i => i.InventoryCategory!.DisplayOrder).ThenBy(i => i.ColorName ?? i.Name)
|
||||
@@ -2491,13 +2492,13 @@ public class QuotesController : Controller
|
||||
}).ToList();
|
||||
|
||||
// Vendors
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync(false);
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(s => s.CompanyId == companyId, false);
|
||||
ViewBag.Vendors = vendors
|
||||
.Where(s => s.IsActive).OrderBy(s => s.CompanyName)
|
||||
.Select(s => new { value = s.Id.ToString(), text = s.CompanyName }).ToList();
|
||||
|
||||
// Catalog items
|
||||
var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category, i => i.Category.ParentCategory);
|
||||
var catalogItems = await _unitOfWork.CatalogItems.FindAsync(i => i.CompanyId == companyId, false, i => i.Category, i => i.Category.ParentCategory);
|
||||
ViewBag.CatalogItems = catalogItems
|
||||
.Where(i => i.IsActive)
|
||||
.OrderBy(i => i.Category.DisplayOrder).ThenBy(i => i.DisplayOrder)
|
||||
@@ -2527,11 +2528,11 @@ public class QuotesController : Controller
|
||||
}).ToList();
|
||||
|
||||
// Prep services
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive && ps.CompanyId == companyId);
|
||||
ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();
|
||||
|
||||
// Blast setups for wizard dropdown
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId);
|
||||
ViewBag.BlastSetups = blastSetups.OrderBy(b => b.DisplayOrder)
|
||||
.Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
|
||||
.ToList();
|
||||
@@ -2598,7 +2599,8 @@ public class QuotesController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulatePricingTiersDropDownAsync()
|
||||
{
|
||||
var pricingTiers = await _unitOfWork.PricingTiers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var pricingTiers = await _unitOfWork.PricingTiers.FindAsync(pt => pt.CompanyId == companyId);
|
||||
ViewBag.PricingTiers = pricingTiers.OrderBy(pt => pt.TierName)
|
||||
.Select(pt => new SelectListItem
|
||||
{
|
||||
@@ -2824,9 +2826,9 @@ public class QuotesController : Controller
|
||||
// Do NOT assign fullItems to quote.QuoteItems — quote is a tracked entity and assigning
|
||||
// no-tracking children (which may share InventoryItem instances) causes EF identity conflicts.
|
||||
|
||||
// Get default job statuses and priorities
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
// Get default job statuses and priorities — scope to quote's company for defense-in-depth
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == quote.CompanyId);
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == quote.CompanyId);
|
||||
var approvedStatus = jobStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.Approved);
|
||||
var normalPriority = jobPriorities.FirstOrDefault(p => p.PriorityCode == "NORMAL");
|
||||
var rushPriority = jobPriorities.FirstOrDefault(p => p.PriorityCode == "RUSH");
|
||||
@@ -2847,8 +2849,39 @@ public class QuotesController : Controller
|
||||
JobPriorityId = selectedPriority?.Id ?? 1,
|
||||
QuotedPrice = quote.Total,
|
||||
FinalPrice = quote.Total,
|
||||
OvenBatchCost = quote.OvenBatchCost,
|
||||
ShopSuppliesAmount = quote.ShopSuppliesAmount,
|
||||
ShopSuppliesPercent = quote.ShopSuppliesPercent,
|
||||
PricingBreakdownJson = JsonSerializer.Serialize(new QuotePricingBreakdownDto
|
||||
{
|
||||
MaterialCosts = quote.MaterialCosts,
|
||||
LaborCosts = quote.LaborCosts,
|
||||
EquipmentCosts = quote.EquipmentCosts,
|
||||
ItemsSubtotal = quote.ItemsSubtotal,
|
||||
OvenBatchCost = quote.OvenBatchCost,
|
||||
OvenBatches = quote.OvenBatches,
|
||||
OvenCycleMinutes = quote.OvenCycleMinutes ?? 0,
|
||||
FacilityOverheadCost = quote.FacilityOverheadCost,
|
||||
FacilityOverheadRatePerHour = quote.FacilityOverheadRatePerHour,
|
||||
ShopSuppliesAmount = quote.ShopSuppliesAmount,
|
||||
ShopSuppliesPercent = quote.ShopSuppliesPercent,
|
||||
OverheadCosts = quote.OverheadAmount,
|
||||
OverheadPercent = quote.OverheadPercent,
|
||||
ProfitMargin = quote.ProfitMargin,
|
||||
ProfitPercent = quote.ProfitPercent,
|
||||
SubtotalBeforeDiscount = quote.SubTotal,
|
||||
PricingTierDiscountAmount = quote.PricingTierDiscountAmount,
|
||||
PricingTierDiscountPercent = quote.PricingTierDiscountPercent,
|
||||
QuoteDiscountAmount = quote.QuoteDiscountAmount,
|
||||
QuoteDiscountPercent = quote.QuoteDiscountPercent,
|
||||
DiscountAmount = quote.DiscountAmount,
|
||||
DiscountPercent = quote.DiscountPercent,
|
||||
SubtotalAfterDiscount = quote.SubtotalAfterDiscount,
|
||||
RushFee = quote.RushFee,
|
||||
TaxAmount = quote.TaxAmount,
|
||||
TaxPercent = quote.TaxPercent,
|
||||
Total = quote.Total
|
||||
}),
|
||||
CustomerPO = quote.CustomerPO,
|
||||
InternalNotes = quote.Notes, // Copy internal notes from quote
|
||||
IsCustomerApproved = true,
|
||||
@@ -3315,7 +3348,7 @@ public class QuotesController : Controller
|
||||
CompanyBlastSetup? selectedBlastSetup = null;
|
||||
if (request.BlastSetupId.HasValue)
|
||||
{
|
||||
var setups = await _unitOfWork.BlastSetups.FindAsync(b => b.Id == request.BlastSetupId.Value && b.IsActive);
|
||||
var setups = await _unitOfWork.BlastSetups.FindAsync(b => b.Id == request.BlastSetupId.Value && b.IsActive && b.CompanyId == companyId);
|
||||
selectedBlastSetup = setups.FirstOrDefault();
|
||||
}
|
||||
|
||||
@@ -3791,6 +3824,49 @@ public class QuotesController : Controller
|
||||
}
|
||||
return (company.LogoData, company.LogoContentType);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Inline-edits description, quantity, and unit price on a single quote line item.
|
||||
/// Adjusts stored quote totals by the price delta so the sidebar stays accurate.
|
||||
/// Returns updated totals so the page can reflect the change without a reload.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> PatchItem([FromBody] PatchQuoteItemRequest request)
|
||||
{
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var item = await _unitOfWork.QuoteItems.GetByIdAsync(request.ItemId);
|
||||
if (item == null) return NotFound();
|
||||
|
||||
var quote = await _unitOfWork.Quotes.GetByIdAsync(item.QuoteId);
|
||||
if (quote == null || quote.CompanyId != currentUser.CompanyId) return NotFound();
|
||||
|
||||
var oldTotal = item.TotalPrice;
|
||||
item.Description = request.Description.Trim();
|
||||
item.Quantity = request.Quantity;
|
||||
item.UnitPrice = request.UnitPrice;
|
||||
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
|
||||
await _unitOfWork.QuoteItems.UpdateAsync(item);
|
||||
|
||||
// Cascade delta through stored totals without re-running the pricing engine
|
||||
var delta = item.TotalPrice - oldTotal;
|
||||
quote.ItemsSubtotal += delta;
|
||||
quote.SubTotal += delta;
|
||||
quote.SubtotalAfterDiscount = quote.SubTotal - quote.DiscountAmount;
|
||||
quote.TaxAmount = Math.Round(quote.SubtotalAfterDiscount * quote.TaxPercent / 100m, 2);
|
||||
quote.Total = Math.Round(quote.SubtotalAfterDiscount + quote.RushFee + quote.TaxAmount, 2);
|
||||
await _unitOfWork.Quotes.UpdateAsync(quote);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
return Json(new {
|
||||
lineTotal = item.TotalPrice,
|
||||
subtotal = quote.SubTotal,
|
||||
taxAmount = quote.TaxAmount,
|
||||
total = quote.Total
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
// Request model for AJAX pricing calculation
|
||||
@@ -3801,3 +3877,11 @@ public class UpdateQuoteStatusRequest
|
||||
public int QuoteId { get; set; }
|
||||
public int StatusId { get; set; }
|
||||
}
|
||||
|
||||
public class PatchQuoteItemRequest
|
||||
{
|
||||
public int ItemId { get; set; }
|
||||
public string Description { get; set; } = string.Empty;
|
||||
public decimal Quantity { get; set; }
|
||||
public decimal UnitPrice { get; set; }
|
||||
}
|
||||
|
||||
@@ -44,7 +44,8 @@ public class RecurringTemplatesController : Controller
|
||||
/// <summary>Lists all recurring templates for the current company, active first then by name.</summary>
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var templates = await _unitOfWork.RecurringTemplates.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var templates = await _unitOfWork.RecurringTemplates.FindAsync(t => t.CompanyId == companyId);
|
||||
return View(templates.OrderByDescending(t => t.IsActive).ThenBy(t => t.Name).ToList());
|
||||
}
|
||||
|
||||
@@ -425,11 +426,12 @@ public class RecurringTemplatesController : Controller
|
||||
/// <summary>Loads dropdowns for vendors, accounts, and payment methods into ViewBag.</summary>
|
||||
private async Task PopulateDropDownsAsync()
|
||||
{
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId);
|
||||
ViewBag.Vendors = vendors.OrderBy(v => v.CompanyName)
|
||||
.Select(v => new SelectListItem(v.CompanyName, v.Id.ToString())).ToList();
|
||||
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
ViewBag.APAccounts = accounts
|
||||
.Where(a => a.AccountSubType == AccountSubType.AccountsPayable)
|
||||
.OrderBy(a => a.AccountNumber)
|
||||
|
||||
@@ -11,6 +11,7 @@ using PowderCoating.Core.Interfaces;
|
||||
using PowderCoating.Core.Entities;
|
||||
using PowderCoating.Shared.Constants;
|
||||
using PowderCoating.Web.ViewModels.Reports;
|
||||
using System.Security.Claims;
|
||||
|
||||
namespace PowderCoating.Web.Controllers;
|
||||
|
||||
@@ -25,8 +26,9 @@ public class ReportsController : Controller
|
||||
private readonly UserManager<ApplicationUser> _userManager;
|
||||
private readonly IAccountingAiService _accountingAi;
|
||||
private readonly IAiUsageLogger _usageLogger;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
|
||||
public ReportsController(IUnitOfWork unitOfWork, ILogger<ReportsController> logger, IFinancialReportService financialReports, IOperationalReportService operationalReports, IPdfService pdfService, UserManager<ApplicationUser> userManager, IAccountingAiService accountingAi, IAiUsageLogger usageLogger)
|
||||
public ReportsController(IUnitOfWork unitOfWork, ILogger<ReportsController> logger, IFinancialReportService financialReports, IOperationalReportService operationalReports, IPdfService pdfService, UserManager<ApplicationUser> userManager, IAccountingAiService accountingAi, IAiUsageLogger usageLogger, ITenantContext tenantContext)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_logger = logger;
|
||||
@@ -36,6 +38,7 @@ public class ReportsController : Controller
|
||||
_userManager = userManager;
|
||||
_accountingAi = accountingAi;
|
||||
_usageLogger = usageLogger;
|
||||
_tenantContext = tenantContext;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
@@ -79,27 +82,26 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// Load only necessary data - optimized with filtering and minimal eager loading
|
||||
// Jobs: Load all jobs (we need various status filters and the collection is needed for job status distribution)
|
||||
// Note: Date filtering would exclude data needed for jobsByStatus calculation
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
// Load only necessary data — all explicitly scoped to this company
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
|
||||
// Quotes: Load all quotes (needed for quote status distribution and conversion funnel)
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.Customer, q => q.QuoteStatus)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.Customer, q => q.QuoteStatus)).ToList();
|
||||
|
||||
// Customers: Load all (needed for active count and customer creation trend across all months)
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
|
||||
// Equipment: Load all for status distribution
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
|
||||
// Inventory: Load all for low stock analysis
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
|
||||
// Appointments: Filter to relevant date range at DB level
|
||||
var appointments = (await _unitOfWork.Appointments.FindAsync(
|
||||
a => a.ScheduledStartTime >= startDate,
|
||||
a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate,
|
||||
false,
|
||||
a => a.Customer,
|
||||
a => a.AppointmentType,
|
||||
@@ -108,7 +110,7 @@ public class ReportsController : Controller
|
||||
// Users with assigned jobs/appointments will be loaded below when building worker stats
|
||||
|
||||
// CatalogItems: Load all for category distribution
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.GetAllAsync(false, c => c.Category)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId, false, c => c.Category)).ToList();
|
||||
|
||||
// === OVERVIEW METRICS ===
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
@@ -382,7 +384,7 @@ public class ReportsController : Controller
|
||||
.ToDictionary(g => g.Key, g => g.Count());
|
||||
|
||||
// === FINANCIAL ANALYTICS ===
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
|
||||
var totalInvoiced = activeInvoices.Sum(i => i.Total);
|
||||
@@ -781,7 +783,7 @@ public class ReportsController : Controller
|
||||
|
||||
// === POWDER CONSUMPTION VS PURCHASE ===
|
||||
var allInventoryTransactions = (await _unitOfWork.InventoryTransactions
|
||||
.GetAllAsync(false, t => t.InventoryItem))
|
||||
.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem))
|
||||
.ToList();
|
||||
|
||||
var powderConsumptionItems = allInventoryTransactions
|
||||
@@ -1309,14 +1311,15 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.QuoteStatus)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allAppointments = await _unitOfWork.Appointments.GetAllAsync(false, a => a.AppointmentStatus);
|
||||
var appointments = allAppointments.Where(a => a.ScheduledStartTime >= startDate).ToList();
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allAppointments = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate, false, a => a.AppointmentStatus);
|
||||
var appointments = allAppointments.ToList();
|
||||
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var activeJobs = jobs.Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
@@ -1384,7 +1387,8 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var inRange = completedJobs.Where(j => j.UpdatedAt >= startDate).ToList();
|
||||
var byMonth = inRange.GroupBy(j => new DateTime(j.UpdatedAt!.Value.Year, j.UpdatedAt.Value.Month, 1)).ToDictionary(g => g.Key, g => g.ToList());
|
||||
@@ -1430,12 +1434,13 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allAppts = await _unitOfWork.Appointments.GetAllAsync(false, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointments = allAppts.Where(a => a.ScheduledStartTime >= startDate).ToList();
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allAppts = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate, false, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointments = allAppts.ToList();
|
||||
|
||||
var activeJobs = jobs.Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
@@ -1483,10 +1488,11 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.QuoteStatus)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.GetAllAsync(false, c => c.Category)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority))
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId, false, c => c.Category)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority))
|
||||
.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
|
||||
var customersByMonth = customers.Where(c => c.CreatedAt >= startDate).GroupBy(c => new DateTime(c.CreatedAt.Year, c.CreatedAt.Month, 1)).ToDictionary(g => g.Key, g => g.Count());
|
||||
@@ -1523,7 +1529,8 @@ public class ReportsController : Controller
|
||||
if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var outstandingInvoices = activeInvoices.Where(i => i.Status != InvoiceStatus.Paid && i.Total > i.AmountPaid).ToList();
|
||||
var overdueInvoices = activeInvoices.Where(i => i.Status != InvoiceStatus.Paid && i.DueDate.HasValue && i.DueDate.Value < today).ToList();
|
||||
@@ -1574,7 +1581,8 @@ public class ReportsController : Controller
|
||||
|
||||
var monthLabels = new List<string>(); var monthlyBillsPaid = new List<decimal>(); var monthlyDirectExpenses = new List<decimal>();
|
||||
// Also load collected payments for P&L comparison
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Payments)).ToList();
|
||||
var paymentsByMonth = allInvoices.SelectMany(i => i.Payments.Where(p => !p.IsDeleted)).GroupBy(p => new DateTime(p.PaymentDate.Year, p.PaymentDate.Month, 1)).ToDictionary(g => g.Key, g => g.ToList());
|
||||
var plRevenue = new List<decimal>(); var plExpenses = new List<decimal>(); var plNet = new List<decimal>();
|
||||
for (var i = months - 1; i >= 0; i--)
|
||||
@@ -1609,8 +1617,10 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var powderTransactions = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem))
|
||||
.Where(t => t.TransactionType == InventoryTransactionType.JobUsage && t.TransactionDate >= startDate).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var powderTransactions = (await _unitOfWork.InventoryTransactions.FindAsync(
|
||||
t => t.CompanyId == companyId && t.TransactionType == InventoryTransactionType.JobUsage && t.TransactionDate >= startDate, false, t => t.InventoryItem))
|
||||
.ToList();
|
||||
|
||||
var topColors = powderTransactions.Where(t => t.InventoryItem != null).GroupBy(t => t.InventoryItemId)
|
||||
.Select(g => new PowderUsageByColorItem { InventoryItemId = g.Key, ColorName = g.First().InventoryItem!.ColorName ?? g.First().InventoryItem.Name, ColorCode = g.First().InventoryItem!.ColorCode, SKU = g.First().InventoryItem!.SKU, Manufacturer = g.First().InventoryItem!.Manufacturer, TotalLbsUsed = g.Sum(t => Math.Abs(t.Quantity)), TotalCost = g.Sum(t => Math.Abs(t.TotalCost)), JobCount = g.Where(t => !string.IsNullOrEmpty(t.Reference)).Select(t => t.Reference).Distinct().Count() })
|
||||
@@ -1631,7 +1641,8 @@ public class ReportsController : Controller
|
||||
/// <summary>Sales by Customer report — all active (non-voided) invoices grouped by customer, sorted by total invoiced.</summary>
|
||||
public async Task<IActionResult> SalesByCustomer(int months = 6)
|
||||
{
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var items = activeInvoices.Where(i => i.Customer != null)
|
||||
.GroupBy(i => new { i.CustomerId, Name = i.Customer!.IsCommercial ? i.Customer.CompanyName : $"{i.Customer.ContactFirstName} {i.Customer.ContactLastName}".Trim(), i.Customer.IsCommercial })
|
||||
@@ -1650,8 +1661,9 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var items = customers.Where(c => c.IsActive).Select(c =>
|
||||
{
|
||||
var cJobs = completedJobs.Where(j => j.CustomerId == c.Id).ToList();
|
||||
@@ -1682,7 +1694,8 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode) && j.CompletedDate.HasValue).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode) && j.CompletedDate.HasValue).ToList();
|
||||
var allStatusHistory = await _operationalReports.GetAllJobStatusHistoryAsync();
|
||||
var historyByJob = allStatusHistory.GroupBy(h => h.JobId).ToDictionary(g => g.Key, g => g.OrderBy(h => h.ChangedDate).ToList());
|
||||
var statusDisplayOrder = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING", "MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK" };
|
||||
@@ -1720,7 +1733,8 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING", "MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var activeJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var activeJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var items = activeJobs.Select(j => new JobStatusAgingItem
|
||||
{
|
||||
JobId = j.Id, JobNumber = j.JobNumber, CustomerName = j.Customer?.IsCommercial == true ? j.Customer.CompanyName ?? "Unknown" : $"{j.Customer?.ContactFirstName} {j.Customer?.ContactLastName}".Trim(),
|
||||
@@ -1740,7 +1754,8 @@ public class ReportsController : Controller
|
||||
{
|
||||
if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
|
||||
var today = DateTime.Today;
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var items = allInvoices.Where(i => i.Customer != null && i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff && i.Status != InvoiceStatus.Paid)
|
||||
.Select(i =>
|
||||
{
|
||||
@@ -1758,7 +1773,8 @@ public class ReportsController : Controller
|
||||
/// </summary>
|
||||
public async Task<IActionResult> PowderConsumption(int months = 6)
|
||||
{
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem)).ToList();
|
||||
var items = allTx.Where(t => t.InventoryItem != null)
|
||||
.GroupBy(t => new { t.InventoryItemId, t.InventoryItem!.Name, t.InventoryItem.SKU, t.InventoryItem.ColorName, t.InventoryItem.ColorCode, t.InventoryItem.Manufacturer })
|
||||
.Select(g => new PowderConsumptionItem { InventoryItemId = g.Key.InventoryItemId, ItemName = g.Key.Name, SKU = g.Key.SKU, ColorName = g.Key.ColorName, ColorCode = g.Key.ColorCode, Manufacturer = g.Key.Manufacturer, TotalPurchasedLbs = g.Where(t => t.TransactionType == InventoryTransactionType.Purchase || t.TransactionType == InventoryTransactionType.Initial).Sum(t => t.Quantity), TotalConsumedLbs = g.Where(t => t.TransactionType == InventoryTransactionType.JobUsage || t.TransactionType == InventoryTransactionType.Waste).Sum(t => Math.Abs(t.Quantity)), PurchaseCount = g.Count(t => t.TransactionType == InventoryTransactionType.Purchase), UsageJobCount = g.Where(t => t.TransactionType == InventoryTransactionType.JobUsage && !string.IsNullOrEmpty(t.Reference)).Select(t => t.Reference).Distinct().Count() })
|
||||
@@ -1776,8 +1792,9 @@ public class ReportsController : Controller
|
||||
public async Task<IActionResult> InventoryTurnover(int months = 6)
|
||||
{
|
||||
var daysInPeriod = months * 30.0;
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem)).ToList();
|
||||
var items = inventory.Where(i => i.IsActive).Select(i =>
|
||||
{
|
||||
var iTx = allTx.Where(t => t.InventoryItemId == i.Id).ToList();
|
||||
@@ -1835,8 +1852,9 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
// Load invoices for AR data
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var outstandingInvoices = activeInvoices.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Paid).ToList();
|
||||
|
||||
@@ -1930,13 +1948,14 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var today = DateTime.Today;
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
// Open AR invoices
|
||||
var openInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments))
|
||||
var openInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments))
|
||||
.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff && i.Status != InvoiceStatus.Paid)
|
||||
.ToList();
|
||||
|
||||
// Compute avg days to pay per customer from paid invoices
|
||||
var paidInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Payments))
|
||||
var paidInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Payments))
|
||||
.Where(i => i.Status == InvoiceStatus.Paid && i.InvoiceDate != default)
|
||||
.ToList();
|
||||
var avgDaysByCustomer = paidInvoices
|
||||
@@ -2137,7 +2156,8 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var today = DateTime.Today;
|
||||
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i =>
|
||||
i.Status != InvoiceStatus.Voided &&
|
||||
i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
@@ -2256,8 +2276,9 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var now = DateTime.UtcNow;
|
||||
var startOfYear = new DateTime(now.Year, 1, 1);
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments))
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments))
|
||||
.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -15,11 +15,13 @@ namespace PowderCoating.Web.Controllers;
|
||||
public class SmsConsentAuditController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<SmsConsentAuditController> _logger;
|
||||
|
||||
public SmsConsentAuditController(IUnitOfWork unitOfWork, ILogger<SmsConsentAuditController> logger)
|
||||
public SmsConsentAuditController(IUnitOfWork unitOfWork, ITenantContext tenantContext, ILogger<SmsConsentAuditController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -30,7 +32,8 @@ public class SmsConsentAuditController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCustomers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(search))
|
||||
{
|
||||
@@ -98,7 +101,8 @@ public class SmsConsentAuditController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync())
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId))
|
||||
.OrderBy(c => c.CompanyName ?? c.ContactLastName ?? c.ContactFirstName)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -32,7 +32,8 @@ public class TaxRatesController : Controller
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var rates = await _unitOfWork.TaxRates.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var rates = await _unitOfWork.TaxRates.FindAsync(r => r.CompanyId == companyId);
|
||||
return View(rates.OrderBy(r => r.Name).ToList());
|
||||
}
|
||||
|
||||
|
||||
@@ -87,7 +87,8 @@ public class ToolsController : Controller
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetImportAccounts()
|
||||
{
|
||||
var allAccounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allAccounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
|
||||
var revenue = allAccounts
|
||||
.Where(a => a.AccountType == AccountType.Revenue && a.IsActive)
|
||||
@@ -123,7 +124,8 @@ public class ToolsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateImportAccountDropdownsAsync()
|
||||
{
|
||||
var allAccounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allAccounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
|
||||
var revenueAccounts = allAccounts
|
||||
.Where(a => a.AccountType == AccountType.Revenue && a.IsActive)
|
||||
@@ -911,7 +913,7 @@ public class ToolsController : Controller
|
||||
/// <c>CompanyId</c> provides the multi-tenant isolation that global query filters would
|
||||
/// normally enforce for other entity types.
|
||||
/// </summary>
|
||||
// GET: Tools/GetShopWorkers - For randomizer wheel
|
||||
// GET: Tools/GetShopWorkers - Returns active company users for randomizer wheel
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetShopWorkers()
|
||||
{
|
||||
@@ -1102,7 +1104,7 @@ public class ToolsController : Controller
|
||||
|
||||
// Validate account IDs belong to this company — stale page load can produce IDs
|
||||
// that were valid before a data reset but no longer exist.
|
||||
var validAccountIds = (await _unitOfWork.Accounts.GetAllAsync())
|
||||
var validAccountIds = (await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value))
|
||||
.Select(a => a.Id).ToHashSet();
|
||||
if (revenueAccountId.HasValue && !validAccountIds.Contains(revenueAccountId.Value))
|
||||
revenueAccountId = null;
|
||||
@@ -1167,7 +1169,7 @@ public class ToolsController : Controller
|
||||
|
||||
// Validate account IDs belong to this company — stale page load can produce IDs
|
||||
// that were valid before a data reset but no longer exist.
|
||||
var validAccountIds = (await _unitOfWork.Accounts.GetAllAsync())
|
||||
var validAccountIds = (await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value))
|
||||
.Select(a => a.Id).ToHashSet();
|
||||
if (inventoryAccountId.HasValue && !validAccountIds.Contains(inventoryAccountId.Value))
|
||||
inventoryAccountId = null;
|
||||
@@ -1939,7 +1941,7 @@ public class ToolsController : Controller
|
||||
using (var archive = new System.IO.Compression.ZipArchive(memoryStream, System.IO.Compression.ZipArchiveMode.Create, true))
|
||||
{
|
||||
// 1. Customers
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId.Value);
|
||||
var customersCsv = GenerateCustomersCsv(customers);
|
||||
var customersEntry = archive.CreateEntry($"customers_{timestamp}.csv");
|
||||
using (var entryStream = customersEntry.Open())
|
||||
@@ -1949,7 +1951,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 2. Quotes
|
||||
var quotes = await _unitOfWork.Quotes.GetAllAsync(false, q => q.Customer, q => q.QuoteStatus);
|
||||
var quotes = await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId.Value, false, q => q.Customer, q => q.QuoteStatus);
|
||||
var quotesCsv = GenerateQuotesCsv(quotes);
|
||||
var quotesEntry = archive.CreateEntry($"quotes_{timestamp}.csv");
|
||||
using (var entryStream = quotesEntry.Open())
|
||||
@@ -1959,7 +1961,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 3. Jobs
|
||||
var jobs = await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority);
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId.Value, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority);
|
||||
var jobsCsv = GenerateJobsCsv(jobs);
|
||||
var jobsEntry = archive.CreateEntry($"jobs_{timestamp}.csv");
|
||||
using (var entryStream = jobsEntry.Open())
|
||||
@@ -1969,7 +1971,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 4. Appointments
|
||||
var appointments = await _unitOfWork.Appointments.GetAllAsync(false,
|
||||
var appointments = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId.Value, false,
|
||||
a => a.Customer, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointmentsCsv = GenerateAppointmentsCsv(appointments);
|
||||
var appointmentsEntry = archive.CreateEntry($"appointments_{timestamp}.csv");
|
||||
@@ -1980,9 +1982,9 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 5. Catalog
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.FindAsync(cc => cc.CompanyId == companyId.Value);
|
||||
var catalogCategoryPaths = BuildCategoryPathMap(catalogCategories);
|
||||
var catalog = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
var catalog = await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId.Value);
|
||||
var catalogCsv = GenerateCatalogCsv(catalog, catalogCategoryPaths);
|
||||
var catalogEntry = archive.CreateEntry($"catalog_{timestamp}.csv");
|
||||
using (var entryStream = catalogEntry.Open())
|
||||
@@ -1992,7 +1994,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 6. Inventory
|
||||
var inventory = await _unitOfWork.InventoryItems.GetAllAsync();
|
||||
var inventory = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId.Value);
|
||||
var inventoryCsv = GenerateInventoryCsv(inventory);
|
||||
var inventoryEntry = archive.CreateEntry($"inventory_{timestamp}.csv");
|
||||
using (var entryStream = inventoryEntry.Open())
|
||||
@@ -2002,7 +2004,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 7. Equipment
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId.Value);
|
||||
var equipmentCsv = GenerateEquipmentCsv(equipment);
|
||||
var equipmentEntry = archive.CreateEntry($"equipment_{timestamp}.csv");
|
||||
using (var entryStream = equipmentEntry.Open())
|
||||
@@ -2012,7 +2014,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 8. Maintenance
|
||||
var maintenance = await _unitOfWork.MaintenanceRecords.GetAllAsync(false, m => m.Equipment);
|
||||
var maintenance = await _unitOfWork.MaintenanceRecords.FindAsync(m => m.CompanyId == companyId.Value, false, m => m.Equipment);
|
||||
var maintenanceCsv = GenerateMaintenanceCsv(maintenance);
|
||||
var maintenanceEntry = archive.CreateEntry($"maintenance_{timestamp}.csv");
|
||||
using (var entryStream = maintenanceEntry.Open())
|
||||
@@ -2022,7 +2024,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 9. Vendors
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId.Value);
|
||||
var vendorsCsv = GenerateVendorsCsv(vendors);
|
||||
var vendorsEntry = archive.CreateEntry($"vendors_{timestamp}.csv");
|
||||
using (var entryStream = vendorsEntry.Open())
|
||||
@@ -2032,7 +2034,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 10. Prep Services
|
||||
var prepServices = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.CompanyId == companyId.Value);
|
||||
var prepServicesCsv = GeneratePrepServicesCsv(prepServices);
|
||||
var prepServicesEntry = archive.CreateEntry($"prep_services_{timestamp}.csv");
|
||||
using (var entryStream = prepServicesEntry.Open())
|
||||
@@ -2042,7 +2044,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 11. Invoices
|
||||
var invoices = await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Job);
|
||||
var invoices = await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId.Value, false, i => i.Customer, i => i.Job);
|
||||
var invoicesCsv = GenerateInvoicesCsv(invoices);
|
||||
var invoicesEntry = archive.CreateEntry($"invoices_{timestamp}.csv");
|
||||
using (var entryStream = invoicesEntry.Open())
|
||||
@@ -2052,7 +2054,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 12. Chart of Accounts
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
|
||||
var accountsCsv = GenerateChartOfAccountsCsv(accounts);
|
||||
var accountsEntry = archive.CreateEntry($"chart_of_accounts_{timestamp}.csv");
|
||||
using (var entryStream = accountsEntry.Open())
|
||||
@@ -2062,7 +2064,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 13. Expenses
|
||||
var expenses = await _unitOfWork.Expenses.GetAllAsync(false, e => e.ExpenseAccount, e => e.PaymentAccount, e => e.Vendor, e => e.Job);
|
||||
var expenses = await _unitOfWork.Expenses.FindAsync(e => e.CompanyId == companyId.Value, false, e => e.ExpenseAccount, e => e.PaymentAccount, e => e.Vendor, e => e.Job);
|
||||
var expensesCsv = GenerateExpensesCsv(expenses);
|
||||
var expensesEntry = archive.CreateEntry($"expenses_{timestamp}.csv");
|
||||
using (var entryStream = expensesEntry.Open())
|
||||
@@ -2072,7 +2074,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 14. Payments
|
||||
var payments = await _unitOfWork.Payments.GetAllAsync(false, p => p.Invoice);
|
||||
var payments = await _unitOfWork.Payments.FindAsync(p => p.CompanyId == companyId.Value, false, p => p.Invoice);
|
||||
var paymentsCsv = GeneratePaymentsCsv(payments);
|
||||
var paymentsEntry = archive.CreateEntry($"payments_{timestamp}.csv");
|
||||
using (var entryStream = paymentsEntry.Open())
|
||||
@@ -2258,9 +2260,9 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.FindAsync(cc => cc.CompanyId == companyId.Value);
|
||||
var catalogCategoryPaths = BuildCategoryPathMap(catalogCategories);
|
||||
var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
var catalogItems = await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId.Value);
|
||||
var csv = GenerateCatalogCsv(catalogItems, catalogCategoryPaths);
|
||||
var fileName = $"catalog_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -2326,7 +2328,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId.Value);
|
||||
var csv = GenerateEquipmentCsv(equipment);
|
||||
var fileName = $"equipment_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -2407,13 +2409,13 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
// Load all lookup tables
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var quoteStatuses = await _unitOfWork.QuoteStatusLookups.GetAllAsync();
|
||||
var inventoryCategories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var appointmentStatuses = await _unitOfWork.AppointmentStatusLookups.GetAllAsync();
|
||||
var appointmentTypes = await _unitOfWork.AppointmentTypeLookups.GetAllAsync();
|
||||
// Load all lookup tables — scoped to this company
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId.Value);
|
||||
var quoteStatuses = await _unitOfWork.QuoteStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var inventoryCategories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId.Value);
|
||||
var appointmentStatuses = await _unitOfWork.AppointmentStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var appointmentTypes = await _unitOfWork.AppointmentTypeLookups.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
var csv = GenerateCompanySettingsCsv(company, jobStatuses, jobPriorities,
|
||||
quoteStatuses, inventoryCategories, appointmentStatuses, appointmentTypes);
|
||||
@@ -4092,7 +4094,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var prepServices = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.CompanyId == companyId.Value);
|
||||
var csv = GeneratePrepServicesCsv(prepServices);
|
||||
var fileName = $"prep_services_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -4124,7 +4126,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId.Value);
|
||||
var csv = GenerateVendorsCsv(vendors);
|
||||
var fileName = $"vendors_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -4156,7 +4158,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
|
||||
var csv = GenerateChartOfAccountsCsv(accounts);
|
||||
var fileName = $"chart_of_accounts_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
|
||||
@@ -215,6 +215,8 @@ public static class HelpKnowledgeBase
|
||||
|
||||
**Per-item cost breakdown:** On the Quote Details page, each line item shows a collapsible cost breakdown — click the row to expand it and see how material, labor, equipment, complexity, and markup were calculated for that specific item. This is useful for spotting which items are underpriced or where costs are concentrated.
|
||||
|
||||
**Inline item editing on quotes:** On the Quote Details page, any unit price, quantity, or item description can be edited in-place by clicking the value directly. Press Enter or click away to save; press Escape to cancel. The pricing summary (subtotal, discount, tax, and total) updates immediately without reloading the page.
|
||||
|
||||
**Pricing Mode (Markup vs Margin):** In Company Settings → Operating Costs you can choose between two pricing modes:
|
||||
- *Markup on Materials* (default) — the General Markup % is applied as a markup on top of calculated costs: `price = cost × (1 + markup%)`. A 25% markup on a $100 cost = $125.
|
||||
- *Target Margin on Total Cost* — the markup % is treated as a target gross margin: `price = cost ÷ (1 − margin%)`. A 25% margin on a $100 cost = $133.33. The difference grows at higher percentages.
|
||||
@@ -265,12 +267,15 @@ public static class HelpKnowledgeBase
|
||||
**Job Priorities (color-coded):**
|
||||
- Low (grey), Normal (blue), High (orange), Urgent (red), Rush (purple)
|
||||
|
||||
**Jobs list default view:** The Jobs list opens on the **On Floor** filter by default — showing only active jobs (excludes Completed, Ready for Pickup, Delivered, Cancelled). Use the filter pills at the top to switch views: **All** shows every job regardless of status; **On Floor** shows active work; **Overdue** shows past-due active jobs; **Ready** shows jobs awaiting customer pickup; **Completed** shows all finished jobs (Completed + Ready for Pickup + Delivered). Each pill shows a live global count.
|
||||
|
||||
**How to create a job:**
|
||||
1. Go to [Jobs](/Jobs) → "New Job"
|
||||
2. Select customer
|
||||
3. Add line items (same wizard as quotes: Calculated, Custom Work, or AI Photo)
|
||||
4. Set priority, due date, assigned worker, special instructions
|
||||
5. Save
|
||||
5. Optionally set Oven & Batch Settings — select a named oven, number of batches, and cycle time. These affect the oven cost in pricing.
|
||||
6. Save
|
||||
|
||||
**Job Priority Board:** [/JobsPriority](/JobsPriority) — Kanban-style view of all active jobs sorted by priority and status.
|
||||
|
||||
@@ -296,13 +301,30 @@ public static class HelpKnowledgeBase
|
||||
|
||||
**Time Entries:** Track labor time on a job from the Details page.
|
||||
|
||||
**Rework:** If a job needs to be redone, a rework record can be created from the Details page. Tracks rework type, reason, and resolution.
|
||||
**Rework / Redo:** Rework and redo mean the same thing in this system. If a finished part fails QA or a customer brings it back damaged, open the original job's Details page and use the **Rework Log** section to record it.
|
||||
|
||||
Each rework entry captures: the type (internal defect, customer damage, warranty), the reason (adhesion failure, color mismatch, runs/sags, insufficient coverage, etc.), a defect description, who discovered it, and pricing responsibility.
|
||||
|
||||
**Pricing responsibility options:**
|
||||
- **Shop Fault — no charge:** All rework job item prices are set to $0. Use this when the defect is the shop's fault.
|
||||
- **Customer responsible — reduced rate:** Item prices are copied from the original job. Edit them down after the rework job is created.
|
||||
- **Customer responsible — full price:** Item prices are copied from the original job as-is.
|
||||
|
||||
**Creating a rework job:** Toggle "Parts are back — create a Rework Job" in the log form. Select which items need to be redone and choose the pricing responsibility. The system creates a new job with a sub-number (e.g., JOB-2605-0001-R1), copies the selected items with their coats and prep services, and auto-records intake (parts are already on hand). The rework job description shows the defect type, reason, and pricing at the top of the job where it is easy to see.
|
||||
|
||||
**Rework job completion:** When the rework job reaches a terminal status (Completed, Delivered, etc.), the linked rework record on the original job is automatically marked as **Resolved**. If the rework job is Cancelled instead, the record is marked **Written Off**. No manual follow-up on the original job is needed.
|
||||
|
||||
**Job Templates:** [/JobTemplates](/JobTemplates) — Save a job's items as a template to reuse for common work types. When creating a new job, select a template to pre-fill items.
|
||||
|
||||
**Changing the customer on a job:** On the Job Details page, the Customer field is an always-visible dropdown. Select a different customer — a confirmation banner appears. Click **Save** to apply or **Cancel** to revert. Use this to correct a misassigned job or to move a walk-in job to a customer's proper record after they've been added to the system.
|
||||
|
||||
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice."
|
||||
**Inline item price editing:** On the Job Details page, any unit price, quantity, or item description can be edited in-place without opening the full edit form. Click the value — it becomes an input field. Type the new value, then press Enter or click away to save (Escape cancels). The pricing summary card (Items Subtotal, Subtotal, Tax, and Total) and the Job Costing card both update immediately without a page reload.
|
||||
|
||||
**Job Costing revenue:** The Job Costing card uses the job's Final Price as the revenue figure — not the linked invoice total. This means inline price edits are reflected in the profit margin estimate immediately, even before an invoice exists.
|
||||
|
||||
**Completing a job:** When a job is ready to mark complete, click the **Complete Job** button on the Job Details page. A modal appears asking you to confirm the completion date, actual hours spent, and final price. If the job used powder from inventory, you will be asked to enter the actual lbs used — the modal groups all coats by unique powder color (not per coat or per item) so you fill in one quantity per powder. The system deducts the entered amounts from inventory, crediting any quantities already logged via QR scan. Once confirmed, the job advances to Completed status, and you are prompted to create the invoice if one does not exist.
|
||||
|
||||
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Line item descriptions include the coat color(s) for each item (e.g., "Color1 / Color2" if multiple coats), helping customers distinguish repeated items on the invoice. Review the Totals panel on the right — if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save.
|
||||
|
||||
**Work Order QR Codes:** Every printed job work order includes two tiers of QR codes — one for viewing the job, and a separate set for taking action on it. All QR codes require the worker to be logged in.
|
||||
|
||||
@@ -314,6 +336,8 @@ public static class HelpKnowledgeBase
|
||||
|
||||
All QR codes require login — workers must have an active account. Logging in once on their phone is sufficient for the session.
|
||||
|
||||
**Logging material usage from a PC (without QR scan):** On the Job Details page, expand the Materials Used section and click **Log Material**. A modal opens where you can: select any inventory item from a dropdown (current stock level shown), choose whether to enter the amount used or the amount remaining (the system calculates usage automatically), pick a reason (Job Usage or Waste/Spillage), and add optional notes. Saves immediately and updates inventory on hand.
|
||||
|
||||
**Blank Work Order:** Print a pre-formatted paper work order to hand to a walk-in customer before creating a digital job record.
|
||||
- Access: Jobs list page → printer icon button "Blank Work Order" in the top-right toolbar. Or navigate directly to /WorkOrder/Blank.
|
||||
- The PDF opens in a new tab ready to print. It includes: company logo and address, Drop Off Date field, Client Name / Client Phone / Due Date fields, 12-row parts table (Part Description / Color / Quote), Notes box, customizable Terms & Conditions text, and a Customer Signature line.
|
||||
@@ -350,6 +374,8 @@ public static class HelpKnowledgeBase
|
||||
|
||||
**Payment methods:** Cash, Check, Credit/Debit Card, Bank Transfer (ACH), Digital Payment, Store Credit
|
||||
|
||||
**Inline item editing on invoices:** On the Invoice Details page, unit prices, quantities, and item descriptions can be edited in-place while the invoice is in Draft status. Click the value — it becomes an input field. Press Enter or click away to save; press Escape to cancel. The invoice total updates immediately. Line items are locked once the invoice is Sent.
|
||||
|
||||
**Sending an invoice:** Invoice Details → "Send" — emails PDF to customer.
|
||||
|
||||
**Online Payments:** [/Invoices/OnlinePayments](/Invoices/OnlinePayments) — Lists invoices with a shareable payment link the customer can pay without logging in. Requires Stripe Connect to be set up first (see below).
|
||||
@@ -447,6 +473,13 @@ public static class HelpKnowledgeBase
|
||||
- Every scan log is recorded as a JobUsage or Adjustment InventoryTransaction and immediately reduces QuantityOnHand; visible in Inventory Activity ledger
|
||||
- First-time scan on a new device requires login; browser caches the session after that
|
||||
|
||||
**Location / Bin filtering and printing:**
|
||||
- Every inventory item has an optional **Location** field (e.g. "Shelf A", "Bin 3") set on the Create/Edit form.
|
||||
- Once any item has a location, a **Location dropdown** appears in the Inventory list filter bar (next to Category). Selecting a location filters the list to only items stored there. Can be combined with keyword search and category filter simultaneously.
|
||||
- Each location badge in the table is a clickable link that instantly filters to that bin.
|
||||
- With a location filter active, a **Print Bin** button appears in the filter banner. Clicking it opens a printer-ready page (new tab) at /Inventory/PrintBin?location=... listing all items in that bin with line number, name, color, and SKU. No site chrome — prints cleanly on a standard sheet.
|
||||
- The Location dropdown only appears when at least one item has a location value set. If a user doesn't see it, they need to fill in the Location field on at least one inventory item.
|
||||
|
||||
**Catalog Lookup & Label Scanner (when adding/editing inventory items):**
|
||||
- When creating or editing an inventory item, click the **Lookup** button next to the SKU/Part Number field to search a built-in platform catalog of thousands of Prismatic Powders and other manufacturer SKUs. Select a match to auto-fill name, manufacturer, color code, finish, coverage rate, SDS/TDS links, and cure specs.
|
||||
- The catalog only shows products not already in the company's inventory (prevents duplicates). When editing, the item's own catalog entry is always shown.
|
||||
@@ -1219,7 +1252,6 @@ public static class HelpKnowledgeBase
|
||||
- [Accounts Payable](/Help/AccountsPayable)
|
||||
- [Equipment & Maintenance](/Help/Equipment)
|
||||
- [Vendors](/Help/Vendors)
|
||||
- [Shop Workers](/Help/ShopWorkers)
|
||||
- [Reports](/Help/Reports)
|
||||
- [Settings](/Help/Settings)
|
||||
- [User Profile](/Help/UserProfile)
|
||||
|
||||
@@ -180,6 +180,18 @@ builder.Services.AddIdentity<ApplicationUser, IdentityRole>(options =>
|
||||
.AddDefaultUI()
|
||||
.AddClaimsPrincipalFactory<ApplicationUserClaimsPrincipalFactory>();
|
||||
|
||||
// Configure the auth cookie to survive mobile browser suspensions (iOS Safari clears session
|
||||
// cookies when it suspends a tab). Max-Age on the cookie itself makes it persistent regardless
|
||||
// of whether the user checked "Remember me". SlidingExpiration renews the window on each request.
|
||||
builder.Services.ConfigureApplicationCookie(options =>
|
||||
{
|
||||
options.ExpireTimeSpan = TimeSpan.FromDays(30);
|
||||
options.SlidingExpiration = true;
|
||||
options.Cookie.MaxAge = TimeSpan.FromDays(30);
|
||||
options.Cookie.IsEssential = true;
|
||||
options.Cookie.SameSite = SameSiteMode.Lax;
|
||||
});
|
||||
|
||||
// Register HttpContextAccessor for multi-tenancy
|
||||
builder.Services.AddHttpContextAccessor();
|
||||
|
||||
@@ -240,6 +252,7 @@ builder.Services.AddHostedService<AuditLogRetentionBackgroundService>();
|
||||
builder.Services.AddHostedService<StripeWebhookRetentionBackgroundService>();
|
||||
builder.Services.AddHostedService<SetupWizardReminderBackgroundService>();
|
||||
builder.Services.AddHostedService<RecurringTransactionService>();
|
||||
builder.Services.AddHostedService<AppointmentReminderBackgroundService>();
|
||||
builder.Services.AddScoped<ISubscriptionService, SubscriptionService>();
|
||||
builder.Services.AddScoped<IStripeService, StripeService>();
|
||||
builder.Services.AddScoped<IStripeConnectService, StripeConnectService>();
|
||||
@@ -270,8 +283,7 @@ builder.Services.AddSingleton<IMapper>(sp =>
|
||||
cfg.AddProfile(new InventoryProfile());
|
||||
cfg.AddProfile(new EquipmentProfile());
|
||||
cfg.AddProfile(new MaintenanceProfile());
|
||||
cfg.AddProfile(new ShopWorkerProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new VendorProfile());
|
||||
cfg.AddProfile(new LookupProfile());
|
||||
cfg.AddProfile(new AppointmentProfile());
|
||||
@@ -530,6 +542,49 @@ builder.Services.AddRateLimiter(options =>
|
||||
{
|
||||
options.RejectionStatusCode = StatusCodes.Status429TooManyRequests;
|
||||
|
||||
// Return a proper HTML body on 429 so mobile browsers (especially iOS Safari) don't try to
|
||||
// download the empty response as a file. Without this, Safari shows "Login / data Zero KB".
|
||||
options.OnRejected = async (context, ct) =>
|
||||
{
|
||||
context.HttpContext.Response.StatusCode = StatusCodes.Status429TooManyRequests;
|
||||
|
||||
var isAjax = context.HttpContext.Request.Headers.XRequestedWith == "XMLHttpRequest"
|
||||
|| (context.HttpContext.Request.Headers.Accept.ToString().Contains("application/json"));
|
||||
|
||||
if (isAjax)
|
||||
{
|
||||
context.HttpContext.Response.ContentType = "application/json; charset=utf-8";
|
||||
await context.HttpContext.Response.WriteAsync(
|
||||
"""{"success":false,"error":"Too many requests. Please wait a moment and try again."}""", ct);
|
||||
}
|
||||
else
|
||||
{
|
||||
context.HttpContext.Response.ContentType = "text/html; charset=utf-8";
|
||||
await context.HttpContext.Response.WriteAsync("""
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="utf-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1">
|
||||
<title>Too Many Requests — Powder Coating Logix</title>
|
||||
<style>
|
||||
body{font-family:system-ui,sans-serif;display:flex;align-items:center;justify-content:center;min-height:100vh;margin:0;background:#f5f5f5}
|
||||
.card{background:#fff;border-radius:8px;padding:2rem;max-width:420px;text-align:center;box-shadow:0 2px 8px rgba(0,0,0,.1)}
|
||||
h2{margin-top:0;color:#333}p{color:#666}a{color:#0d6efd}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="card">
|
||||
<h2>Too Many Requests</h2>
|
||||
<p>You've made too many login attempts in a short period. Please wait a minute and try again.</p>
|
||||
<a href="/Identity/Account/Login">Back to Login</a>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
""", ct);
|
||||
}
|
||||
};
|
||||
|
||||
// login / password-reset — 10 per minute per IP
|
||||
options.AddPolicy(AppConstants.RateLimitPolicies.Auth, ctx =>
|
||||
RateLimitPartition.GetSlidingWindowLimiter(
|
||||
@@ -634,7 +689,7 @@ app.Use(async (context, next) =>
|
||||
: "'self' 'unsafe-inline' https://cdn.jsdelivr.net https://code.jquery.com https://js.stripe.com";
|
||||
|
||||
var cspConnectSrc = app.Environment.IsDevelopment()
|
||||
? "'self' wss://localhost:* https://cdn.jsdelivr.net https://api.stripe.com" // Allow hot reload WebSocket in dev
|
||||
? "'self' ws://localhost:* wss://localhost:* https://cdn.jsdelivr.net https://api.stripe.com" // Allow hot reload WebSocket in dev (ws:// for browser-refresh, wss:// for SignalR)
|
||||
: "'self' https://cdn.jsdelivr.net https://api.stripe.com";
|
||||
|
||||
context.Response.Headers.Append("Content-Security-Policy",
|
||||
@@ -653,6 +708,11 @@ app.Use(async (context, next) =>
|
||||
context.Response.Headers.Append("Permissions-Policy",
|
||||
"geolocation=(), microphone=(), camera=()");
|
||||
|
||||
// Prevent browsers from caching authenticated pages — avoids stale data and
|
||||
// browser-specific cache corruption bugs (e.g. Firefox caching a partial load).
|
||||
if (context.User.Identity?.IsAuthenticated == true)
|
||||
context.Response.Headers.Append("Cache-Control", "no-store");
|
||||
|
||||
await next();
|
||||
});
|
||||
|
||||
|
||||
@@ -72,14 +72,14 @@
|
||||
<input class="form-check-input" type="radio" name="format" value="xlsx" id="fmt_xlsx" checked />
|
||||
<label class="form-check-label" for="fmt_xlsx">
|
||||
<i class="bi bi-file-earmark-spreadsheet me-1 text-success"></i>
|
||||
Excel (.xlsx) — all sheets in one file
|
||||
Excel (.xlsx) — all sheets in one file
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="format" value="csv" id="fmt_csv" />
|
||||
<label class="form-check-label" for="fmt_csv">
|
||||
<i class="bi bi-file-zip me-1 text-warning"></i>
|
||||
CSV (.zip) — one file per sheet
|
||||
CSV (.zip) — one file per sheet
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
@@ -111,7 +111,7 @@
|
||||
document.getElementById('exportForm').addEventListener('submit', function () {
|
||||
var btn = document.getElementById('exportBtn');
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
// Re-enable after 10s in case browser blocks the download dialog
|
||||
setTimeout(function () {
|
||||
btn.disabled = false;
|
||||
|
||||
@@ -49,7 +49,7 @@
|
||||
<div class="mt-1 text-success" style="font-size:1.6rem;"><i class="bi bi-building"></i></div>
|
||||
<div>
|
||||
<div class="fw-semibold">QuickBooks Desktop</div>
|
||||
<div class="text-muted small">IIF files — import directly via File > Utilities > Import</div>
|
||||
<div class="text-muted small">IIF files — import directly via File > Utilities > Import</div>
|
||||
<div class="mt-2">
|
||||
<span class="badge bg-light text-dark border me-1">customers.iif</span>
|
||||
<span class="badge bg-light text-dark border me-1">invoices_payments.iif</span>
|
||||
@@ -146,7 +146,7 @@
|
||||
});
|
||||
}
|
||||
|
||||
// Init — mark CSV as selected by default
|
||||
// Init — mark CSV as selected by default
|
||||
document.getElementById('fmt-csv').checked = true;
|
||||
updateFormatCards();
|
||||
|
||||
@@ -154,7 +154,7 @@
|
||||
document.getElementById('exportForm').addEventListener('submit', function() {
|
||||
const btn = document.getElementById('exportBtn');
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
setTimeout(function() { btn.disabled = false; btn.innerHTML = '<i class="bi bi-download me-2"></i>Download Export Package'; }, 8000);
|
||||
});
|
||||
|
||||
|
||||
@@ -1,11 +1,11 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.CreateAccountDto
|
||||
@model PowderCoating.Application.DTOs.Accounting.CreateAccountDto
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "New Account";
|
||||
ViewData["PageIcon"] = "bi-journal-plus";
|
||||
ViewData["PageHelpTitle"] = "New Account";
|
||||
ViewData["PageHelpContent"] = "Add a custom account to the Chart of Accounts. Select a Sub-Type first — it auto-sets the Account Type. Use conventional numbering: 1000s = Assets, 2000s = Liabilities, 3000s = Equity, 4000s = Revenue, 5000s = Cost of Goods, 6000s+ = Expenses.";
|
||||
ViewData["PageHelpContent"] = "Add a custom account to the Chart of Accounts. Select a Sub-Type first — it auto-sets the Account Type. Use conventional numbering: 1000s = Assets, 2000s = Liabilities, 3000s = Equity, 4000s = Revenue, 5000s = Cost of Goods, 6000s+ = Expenses.";
|
||||
bool isInline = ViewBag.Inline == true;
|
||||
}
|
||||
|
||||
@@ -31,7 +31,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Account Number"
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique. Sub-accounts can use decimals (e.g. 6100.1).">
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique. Sub-accounts can use decimals (e.g. 6100.1).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -55,7 +55,7 @@
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="AccountType" asp-items="ViewBag.AccountTypes" class="form-select" id="accountTypeSelect">
|
||||
<option value="">— Select Type —</option>
|
||||
<option value="">— Select Type —</option>
|
||||
</select>
|
||||
<span asp-validation-for="AccountType" class="text-danger small"></span>
|
||||
</div>
|
||||
@@ -70,7 +70,7 @@
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="AccountSubType" asp-items="ViewBag.AccountSubTypes" class="form-select" id="accountSubTypeSelect">
|
||||
<option value="">— Select Sub-Type —</option>
|
||||
<option value="">— Select Sub-Type —</option>
|
||||
</select>
|
||||
<span asp-validation-for="AccountSubType" class="text-danger small"></span>
|
||||
<div class="form-text text-primary" id="typeAutoSetHint" style="display:none">
|
||||
@@ -89,12 +89,12 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Account"
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="ParentAccountId" asp-items="ViewBag.ParentAccounts" class="form-select">
|
||||
<option value="">— None (top-level account) —</option>
|
||||
<option value="">— None (top-level account) —</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
@@ -152,7 +152,7 @@
|
||||
|
||||
<script>
|
||||
(function () {
|
||||
// SubType enum values → AccountType enum values (mirrors server-side mapping)
|
||||
// SubType enum values â†' AccountType enum values (mirrors server-side mapping)
|
||||
const subTypeToAccountType = {
|
||||
8: 1, 1: 1, 2: 1, 3: 1, 4: 1, 5: 1, 6: 1, 7: 1, // Assets
|
||||
10: 2, 11: 2, 12: 2, 13: 2, // Liabilities
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditAccountDto
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditAccountDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Account";
|
||||
ViewData["PageIcon"] = "bi-pencil-square";
|
||||
ViewData["PageHelpTitle"] = "Edit Account";
|
||||
ViewData["PageHelpContent"] = "You can change number, name, type, sub-type, parent, and opening balance. Changing the account type or sub-type on an account that already has transactions is allowed but use caution — it changes how balances are reported going forward. Inactive accounts are hidden from pickers but preserved in history.";
|
||||
ViewData["PageHelpContent"] = "You can change number, name, type, sub-type, parent, and opening balance. Changing the account type or sub-type on an account that already has transactions is allowed but use caution — it changes how balances are reported going forward. Inactive accounts are hidden from pickers but preserved in history.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-start mb-4">
|
||||
@@ -27,7 +27,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Account Number"
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique.">
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -81,12 +81,12 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Account"
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="ParentAccountId" asp-items="ViewBag.ParentAccounts" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
<option value="">— None —</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -59,7 +59,7 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Bootstrap toast — confirmation before recalculating balances *@
|
||||
@* Bootstrap toast — confirmation before recalculating balances *@
|
||||
<div class="toast-container position-fixed top-50 start-50 translate-middle p-3" style="z-index:1100">
|
||||
<div id="recalcConfirmToast" class="toast align-items-center border-0 bg-dark text-white" role="alert" aria-atomic="true" data-bs-autohide="false">
|
||||
<div class="toast-body d-flex flex-column gap-2 py-3 px-3">
|
||||
@@ -153,7 +153,7 @@
|
||||
<span class="fw-medium">@acct.Name</span>
|
||||
@if (acct.IsSystem)
|
||||
{
|
||||
<span class="badge bg-secondary ms-1" title="System account — cannot be deleted">sys</span>
|
||||
<span class="badge bg-secondary ms-1" title="System account — cannot be deleted">sys</span>
|
||||
}
|
||||
</td>
|
||||
<td><span class="text-muted small">@acct.AccountSubType.ToDisplayName()</span></td>
|
||||
@@ -186,7 +186,7 @@
|
||||
@if (!acct.IsSystem)
|
||||
{
|
||||
<form asp-action="Delete" asp-route-id="@acct.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Delete account @acct.AccountNumber – @acct.Name?')">
|
||||
onsubmit="return confirm('Delete account @acct.AccountNumber – @acct.Name?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger" title="Delete">
|
||||
<i class="bi bi-trash"></i>
|
||||
@@ -219,7 +219,7 @@
|
||||
});
|
||||
});
|
||||
|
||||
// Recalculate Balances — show confirmation toast instead of native confirm()
|
||||
// Recalculate Balances — show confirmation toast instead of native confirm()
|
||||
const recalcToast = new bootstrap.Toast(document.getElementById('recalcConfirmToast'));
|
||||
|
||||
document.getElementById('btnRecalcBalances').addEventListener('click', () => {
|
||||
|
||||
@@ -2,7 +2,7 @@
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Ledger — {Model.AccountNumber} {Model.Name}";
|
||||
ViewData["Title"] = $"Ledger — {Model.AccountNumber} {Model.Name}";
|
||||
ViewData["PageIcon"] = "bi-journal-text";
|
||||
ViewData["PageHelpTitle"] = "Account Ledger";
|
||||
ViewData["PageHelpContent"] = "A chronological list of every transaction posted to this account. Click any Reference to open the source record. Debit increases asset and expense accounts; credit increases liability, equity, and revenue accounts. Use the date range or quick buttons (This Month, YTD, etc.) to narrow the view.";
|
||||
@@ -60,7 +60,7 @@
|
||||
<nav aria-label="breadcrumb" class="mb-3">
|
||||
<ol class="breadcrumb">
|
||||
<li class="breadcrumb-item"><a asp-action="Index">Chart of Accounts</a></li>
|
||||
<li class="breadcrumb-item active">@Model.AccountNumber – @Model.Name</li>
|
||||
<li class="breadcrumb-item active">@Model.AccountNumber – @Model.Name</li>
|
||||
</ol>
|
||||
</nav>
|
||||
|
||||
@@ -166,7 +166,7 @@
|
||||
<i class="bi bi-journal-text me-1"></i>
|
||||
Transactions
|
||||
<span class="text-muted fw-normal small ms-1">
|
||||
@Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy")
|
||||
@Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy")
|
||||
</span>
|
||||
</span>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
@@ -205,7 +205,7 @@
|
||||
<!-- Opening balance row -->
|
||||
<tr class="table-light">
|
||||
<td class="text-muted small">@Model.From.ToString("MM/dd/yyyy")</td>
|
||||
<td><span class="fw-medium text-muted">—</span></td>
|
||||
<td><span class="fw-medium text-muted">—</span></td>
|
||||
<td><span class="badge bg-dark-subtle text-dark">Opening Balance</span></td>
|
||||
<td class="text-muted small">Balance brought forward as of @Model.From.ToString("MMM d, yyyy")</td>
|
||||
<td></td>
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@using PowderCoating.Core.Entities
|
||||
@{
|
||||
ViewData["Title"] = "Year-End Close";
|
||||
ViewData["PageIcon"] = "bi-calendar-check";
|
||||
@@ -33,7 +33,7 @@
|
||||
<div class="alert alert-warning alert-permanent py-2 mb-4">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>
|
||||
<strong>What this does:</strong> Posts a Journal Entry dated December 31 that zeroes all Revenue
|
||||
and Expense account balances into Retained Earnings — the standard accounting close.
|
||||
and Expense account balances into Retained Earnings — the standard accounting close.
|
||||
Run this <strong>after</strong> all entries for the year are posted and the period is locked.
|
||||
A year can only be closed once.
|
||||
</div>
|
||||
@@ -99,7 +99,7 @@
|
||||
<tr>
|
||||
<td class="fw-bold">@c.ClosedYear</td>
|
||||
<td>@c.ClosedAt.ToLocalTime().ToString("MM/dd/yyyy h:mm tt")</td>
|
||||
<td>@(c.ClosedBy ?? "—")</td>
|
||||
<td>@(c.ClosedBy ?? "—")</td>
|
||||
<td>
|
||||
@if (c.JournalEntry != null)
|
||||
{
|
||||
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user