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Author SHA1 Message Date
spouliot c5c1244177 Merge dev into master
- Inline item editing on Job/Quote/Invoice Details pages
- Live pricing summary and Job Costing card updates on save
- PatchItem legacy fallback for jobs without PricingBreakdownJson
- GetCostingBreakdown revenue from FinalPrice (not invoice total)
- Help docs: Inline Price Editing sections added to all three detail pages
- AI knowledge base updated with inline editing and costing revenue behavior
- AGENTS.md tracked; .gitignore updated for Claude Code settings and build logs
- Resolve conflict in Payment/Index.cshtml (em dash entity style)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 08:35:29 -04:00
spouliot 8c86eba4f2 Untrack .claude/settings.local.json (covered by .gitignore)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 08:34:19 -04:00
spouliot d4dddfa727 Track AGENTS.md; ignore Claude Code settings and build logs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-21 08:33:25 -04:00
spouliot 1bb07162cd Inline item editing on Job Details with live pricing and costing updates
- PatchItem: add case-insensitive JSON deserialization; add legacy fallback
  that computes a live breakdown from job items when PricingBreakdownJson is null
- PatchItem: return itemsSubtotal, subtotalBeforeDiscount, subtotalAfterDiscount,
  taxAmount in JSON response for immediate DOM updates
- GetCostingBreakdown: use job.FinalPrice as revenue (not invoice total) so
  costing figures reflect inline edits before an invoice exists
- Details.cshtml: add data-pb attributes to visible pricing rows; add
  job-final-price-display class to visible Total element
- Details.cshtml: wire afterSave callback to call costing.load() after each edit
- inline-item-edit.js: add afterSave hook in commit(); clean up debug logging
- Help docs: add Inline Price Editing sections to Jobs, Quotes, and Invoices
  help articles; add inline editing + job costing revenue notes to AI knowledge base

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 23:56:36 -04:00
spouliot ec925f9e08 Temp: add console.debug to updateTotals for diagnosis 2026-05-20 23:09:14 -04:00
spouliot 600196f679 Add ws://localhost:* to dev CSP connect-src for browser refresh
aspnetcore-browser-refresh.js uses plain ws:// (not wss://) so it was
blocked by the CSP which only listed wss://localhost:*. Both are needed
in dev: ws:// for the dotnet watch browser refresh socket, wss:// for
SignalR.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 23:03:08 -04:00
spouliot eb13283e76 Fix inline edit not updating pricing breakdown on Job Details
Jobs/PatchItem now returns the full breakdown (itemsSubtotal,
subtotalBeforeDiscount, subtotalAfterDiscount, taxAmount) so all rows
in the pricing card update live without a page refresh.

Added data-pb attributes to the matching spans in the pricing panel.
Updated window.inlineItemEdit.totals config for jobs to map each
response key to its DOM selector.

updateTotals in inline-item-edit.js is now fully generic — cfg.totals
keys must match server response property names directly, eliminating
the old hardcoded tax/taxAmount and balance/balanceDue mismatches.
Updated Quote and Invoice configs accordingly (tax→taxAmount,
balance→balanceDue).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:58:26 -04:00
spouliot 30c644a8ec Fix service worker TypeError on localhost; inline edit config timing
sw.js: Remove fetch event interception entirely. The passthrough
e.respondWith(fetch(request)) call was throwing TypeError on localhost
HTTPS due to certificate trust differences in the SW context, causing
JS/CSS resource loads to fail. The SW exists for PWA installability
only — no interception is needed to satisfy that requirement.

inline-item-edit.js: Move window.inlineItemEdit config read inside
DOMContentLoaded so script load order vs. config assignment in
@section Scripts doesn't matter.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:48:31 -04:00
spouliot 0e480adbf6 Fix inline item editing never activating on details pages
The script IIFE was reading window.inlineItemEdit at load time, before
the inline <script> block in @section Scripts had executed to set it.
Config read moved inside DOMContentLoaded so it fires after all inline
scripts in the section have run, regardless of src vs. inline order.
cfg is now passed as a parameter to makeEditable and attachListeners
instead of being captured from the outer IIFE scope.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:37:27 -04:00
spouliot eaab0af51f Fix facility overhead missing from invoices on quote-based jobs
For quote-based jobs, invoice creation now reads fee components (oven,
facility overhead, shop supplies, rush fee) from the job's
PricingBreakdownJson snapshot rather than the source quote. The
FacilityOverheadCost column was added to Quotes in May 2026; older
quotes have 0 there even though overhead was included in their total,
causing invoices to silently drop the overhead charge. The job snapshot
is updated on every save so it always reflects the current pricing.
Tax rate and discount still come from the source quote as agreed terms.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:18:52 -04:00
spouliot 51a5268bc2 Fix Log Material dropdown invisible in dark mode
Replace hardcoded #fff / #f8f9fa / #dee2e6 / #e8eeff colors with Bootstrap
CSS variables so the dropdown respects the active theme.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 21:40:44 -04:00
spouliot a0bdd2b5b4 Sweep all .cshtml files for encoding corruption; add pre-commit guard
Replace all corruption variants with HTML entities across 226 view files:
- 3-char UTF-8-as-Win1252 sequences (ae-corruption)
- Standalone smart/curly quotes that break C# Razor expressions
- Partially re-corrupted variants where the 3rd byte was normalised to ASCII

tools/Fix-Encoding.ps1: re-runnable sweep; uses [char] code points so the
script itself never contains a literal non-ASCII character; supports -DryRun

.githooks/pre-commit: blocks commits containing the ae-corruption byte
signature (xc3xa2xe2x82xac); git core.hooksPath = .githooks so the
hook is repo-committed and active for all future work on this machine.

Build clean; 225 unit tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 21:37:10 -04:00
spouliot 21b39161a3 Fix encoding corruption in Bills and Expenses views
Replace literal Unicode chars (em dash, ellipsis, angle quotes, box-drawing)
with HTML entities to prevent corruption from AI tools and Windows encoding.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 17:06:31 -04:00
spouliot b241daf15e Add packing slip PDF to invoice details page
Generates a no-price packing slip (items, color, qty + signature line) via
QuestPDF. New DownloadPackingSlip action reuses existing invoice data pipeline;
Packing Slip button opens inline in a new tab same as Print/PDF.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 16:52:46 -04:00
spouliot 25140554ad Merge hotfixes: Stripe receipt_email, surcharge fix, void deposit/credit, cache headers
- Remove receipt_email from Stripe PaymentIntent (any email accepted at checkout)
- Fix surcharge payment: input/validation based on total-with-fee, not base amount
- Add InvariantCulture to payment JS literals
- Fix voided invoice leaving deposits locked (re-releases for next invoice)
- Convert non-deposit payments to CRED- credits on void (preserves money trail)
- Cache-Control: no-store on authenticated pages (prevents browser cache corruption)
- Fix Edit Payment onclick encoding for apostrophes in reference/notes

Inline item editing (7fa385a) held in dev pending further testing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:19:10 -04:00
spouliot 46cadea367 Add Cache-Control: no-store for authenticated pages; fix payment onclick encoding
Prevents browsers from caching authenticated pages, which resolves stale/corrupt
cache bugs (e.g. Firefox refusing to navigate to a specific invoice). Also fixes
the Edit Payment button onclick to use Json.Serialize for Reference/Notes so
apostrophes and other special characters don't break the JavaScript string literal.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:18:04 -04:00
spouliot cfe937c0c3 Convert non-deposit payments to customer credits on invoice void
When voiding an invoice that has non-deposit payments (e.g. CC charges),
those payments are now converted to CRED- Deposit records so the money
trail is preserved and the credit auto-applies to the replacement invoice.
Deposits that were applied to the voided invoice are also re-released so
they can auto-apply again. Void confirmation dialog and success message
both reflect the credit amount when applicable.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:18:03 -04:00
spouliot 3ad6b0d08f Fix voided invoice leaving deposits locked as applied
When an invoice was voided, deposits auto-applied at invoice creation
kept their AppliedToInvoiceId pointing at the voided invoice. The
replacement invoice lookup (AppliedToInvoiceId == null) skipped them,
so the deposit was never re-applied and the customer was charged in full.

Void now clears AppliedToInvoiceId/AppliedDate on all deposits tied to
the invoice so they're available for the next invoice, and credits the
CustomerDeposits 2300 liability account to restore the balance that was
debited when the deposits were originally applied.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:18:01 -04:00
spouliot fdac0240d1 Fix Stripe receipt_email + online payment surcharge and hardening
Remove receipt_email from PaymentIntent creation so customers can use
any email at Stripe checkout without a stored-email mismatch blocking
payment. Remove now-dead CustomerEmail from PaymentPageViewModel.

Fix surcharge payment input: amount field now represents the total the
customer pays (including fee); JS back-calculates base before sending
to server. Add InvariantCulture to numeric Razor→JS literals to prevent
comma-decimal cultures from truncating surcharge values.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:17:57 -04:00
spouliot 81dc34bab4 Add Cache-Control: no-store for authenticated pages; fix payment onclick encoding
Prevents browsers from caching authenticated pages, which resolves stale/corrupt
cache bugs (e.g. Firefox refusing to navigate to a specific invoice). Also fixes
the Edit Payment button onclick to use Json.Serialize for Reference/Notes so
apostrophes and other special characters don't break the JavaScript string literal.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 14:11:03 -04:00
spouliot b9e9449c8b Convert non-deposit payments to customer credits on invoice void
When voiding an invoice that has non-deposit payments (e.g. CC charges),
those payments are now converted to CRED- Deposit records so the money
trail is preserved and the credit auto-applies to the replacement invoice.
Deposits that were applied to the voided invoice are also re-released so
they can auto-apply again. Void confirmation dialog and success message
both reflect the credit amount when applicable.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:42:54 -04:00
spouliot fd38785942 Fix voided invoice leaving deposits locked as applied
When an invoice was voided, deposits auto-applied at invoice creation
kept their AppliedToInvoiceId pointing at the voided invoice. The
replacement invoice lookup (AppliedToInvoiceId == null) skipped them,
so the deposit was never re-applied and the customer was charged in full.

Void now clears AppliedToInvoiceId/AppliedDate on all deposits tied to
the invoice so they're available for the next invoice, and credits the
CustomerDeposits 2300 liability account to restore the balance that was
debited when the deposits were originally applied.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:27:10 -04:00
spouliot 33277de727 Payment hardening: InvariantCulture on JS literals, remove dead CustomerEmail
Razor numeric expressions emitted into JS literals (MAX_TOTAL,
SURCHARGE_VALUE) now use InvariantCulture, matching the pattern already
used on the deposit page. Without this, a server culture with comma
decimal separators would silently truncate values like 2.5% to 2.

CustomerEmail removed from PaymentPageViewModel and
DepositPaymentPageViewModel — it was populated from the DB on every
payment page load but never consumed after receipt_email was removed
from the Stripe PaymentIntent.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:20:47 -04:00
spouliot 4ac62551f4 Fix online payment surcharge — input and validation based on total
The payment amount input was capped at BalanceDue (e.g. $5.00) but the
customer was being charged TotalWithSurcharge (e.g. $5.15), causing
validation to reject any attempt to pay the correct total amount.

Input now defaults to and accepts up to TotalWithSurcharge. On submit,
the JS back-calculates the base amount before sending to the server so
the server-side surcharge addition produces the same PaymentIntent total
that the Stripe Elements were initialized with — eliminating the
amount-mismatch error from Stripe on confirmation.

Also calls elements.update() when the amount changes so partial payments
don't cause an Elements/PaymentIntent amount mismatch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:16:50 -04:00
spouliot 7fa385aeb8 Inline item editing on details pages; fix Stripe receipt_email
Allow description, quantity, and price to be edited inline on Quote,
Job, and Invoice details pages without re-opening the wizard. Coating
and prep service rows remain read-only by design. Invoice editing is
gated to Draft/Sent/Overdue statuses; totals update live in the DOM.

Remove receipt_email from Stripe PaymentIntent creation so customers
can use any email they choose at checkout — Stripe validates format
and sends the receipt to whatever the customer enters in the Payment
Element, eliminating the risk of a stored email mismatch blocking a
payment from processing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 11:49:04 -04:00
spouliot 8452ea3fcd Merge remote-tracking branch 'origin/master' into dev 2026-05-20 10:37:45 -04:00
spouliot 9b34ff564e Update AI assistant and help docs for recent changes
HelpKnowledgeBase:
- Jobs list: document On Floor default view and 5 filter pills (All/On Floor/Overdue/Ready/Completed) with global counts
- Creating a job: add Oven & Batch Settings step
- Completing a job: new entry explaining Complete Job modal, per-color powder grouping, QR scan credit
- Invoice from job: note that coat colors appear in line item descriptions

Help/Jobs.cshtml:
- Overview: mention On Floor default and filter pills
- Creating a job: add oven/batch settings step in the numbered list
- New "Completing a Job" section: modal fields, powder grouping by color, QR credit, SMS behavior
- Invoice from job step: mention coat color in line item descriptions
- Add "Completing a Job" to page nav

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 20:15:58 -04:00
spouliot 24f3df1bbc Jobs list defaults to On Floor; add Completed filter pill; fix encoding bugs
- /Jobs now redirects to ?statusGroup=active so completed jobs don't clutter the default view
- Add Completed pill (filters Completed + ReadyForPickup + Delivered)
- Pill badge counts are now global DB counts, not page-local item counts
- Ready pill badge now shows ReadyForPickup-only count
- All pill links to ?statusGroup=all to bypass the redirect
- Fix double-encoded &amp; in Completed filter alert label
- Fix corrupted em dash (â€") in Customers/Details billing email fallback text

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 20:11:33 -04:00
spouliot 551116d7e5 Mobile layout fix for Job Details items; coat color on invoice line items
- Job Details: hide desktop item tables on mobile (d-none d-lg-block) so only
  the existing mobile-card layout shows on small screens — prevents 20-line rows
  on a narrow phone display
- Invoices Create (ForJob path): load job item coats and derive ColorName from
  coat colors when the item itself has no explicit color set; multiple coats join
  as 'Color1 / Color2' — lets customers distinguish repeated items (e.g. multiple
  caliper sets) on the invoice

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 19:34:54 -04:00
spouliot 8768e9813b Merge dev into master for release v2026.05.19b 2026-05-19 18:40:57 -04:00
spouliot 4a7087cc0c Fix NoExtraLayerCharge dropped in DeleteItem pricing recalculation
After deleting a job item, the remaining-items DTO projection was missing
NoExtraLayerCharge, causing PricingCalculationService to treat all coats as
extra-charge when recalculating the job total post-delete.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 18:37:29 -04:00
spouliot 59b152c89f Fix noExtraLayerCharge missing from Job Details wizard item projection
WizardExistingItems coat serialization in Details GET omitted noExtraLayerCharge,
so editing a line item from the Details page always lost the no-charge flag.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 18:36:04 -04:00
spouliot 441898b52f Fix NoExtraLayerCharge not persisting on quotes and job EditItems reload
- QuotePricingAssemblyService.BuildQuoteItemCoat: map NoExtraLayerCharge from
  CreateQuoteItemCoatDto to QuoteItemCoat on every quote save (was always omitted)
- JobsController.EditItems GET: include NoExtraLayerCharge in coat mapping when
  reloading existing items for the wizard (was dropped, causing revert on second edit)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 18:33:50 -04:00
spouliot 3e30397302 Sync master back to dev (IF EXISTS migration hotfix) 2026-05-19 18:24:39 -04:00
spouliot 31c5746e5b Guard ShopWorker drops in AddAppointmentReminderSentAt migration with IF EXISTS
Prod and dev databases diverged on whether ShopWorker tables and indexes
exist, causing unconditional DROP statements to fail on prod. Replaced
all individual DropForeignKey/DropTable/DropIndex/DropColumn calls with
a single SQL block using IF EXISTS guards so the migration runs safely
regardless of DB state.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 17:43:30 -04:00
spouliot 3f9ac27afa Merge dev into master for release v2026.05.19 2026-05-19 16:37:26 -04:00
spouliot df504674e9 Add oven/batch settings to job create and edit forms
CreateJobDto and UpdateJobDto now carry OvenCostId, OvenBatches, and
OvenCycleMinutes. The Create POST sets these on the new Job entity and
passes them to the pricing engine; the Edit GET populates them from the
existing job so the form reflects saved values, and the Edit POST writes
them back before repricing.

Both Jobs/Create.cshtml and Jobs/Edit.cshtml now include an Oven & Batch
Settings card (matching the quote form) with oven selector, batch count,
and cycle time inputs. The wizard init block now passes the selected
OvenCostId instead of null so live auto-pricing reflects the oven cost.

ViewBag.DefaultOvenCycleMinutes added to PopulateCreateEditWizardViewBagsAsync
so the placeholder in both views shows the company default.

Also fixed: NoExtraLayerCharge was missing from the Edit GET coat DTO
mapping (would have caused the flag to reset to false on next edit).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 16:27:54 -04:00
spouliot 07796b05c8 Clear ReminderSentAt when appointment is rescheduled
Edit POST now detects if ScheduledStartTime changed (via previousStart
comparison after AutoMapper merge) and nulls ReminderSentAt so the
background service will fire the reminder again at the new time.
Calendar drag-drop (UpdateEventTime) always clears ReminderSentAt since
rescheduling is its only purpose.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 16:03:58 -04:00
spouliot 2bf8871892 Fix NoExtraLayerCharge persistence, appointment reminders, coat notes display, scroll restoration, and invoice Send dead-button
- Appointment reminders: add AppointmentReminderBackgroundService (60s poll), ReminderSentAt
  dedup stamp, NotifyAppointmentReminderAsync sends both customer email and creator staff email;
  AppointmentReminderStaff notification type + default template added; DateTime.Now used instead
  of UtcNow to match locally-stored ScheduledStartTime; ToLocalTime() double-conversion removed

- NoExtraLayerCharge not persisted: flag existed on CreateQuoteItemCoatDto and was used by
  pricing engine but never written to JobItemCoat/QuoteItemCoat entities — every edit reset it
  to false and re-applied the extra layer charge; added column to both entities (migration
  AddNoExtraLayerChargeToCoats), both read DTOs, all 3 JobItemAssemblyService overloads,
  JobItemCoatSeed inner class, and existingItemsData JSON in all 5 wizard views; fixed JS
  template path that hard-coded noExtraLayerCharge: false

- Coat notes not visible: notes were rendered in desktop job details but missing from the wizard
  item card summary and the mobile card view; both fixed

- Scroll position lost on item save: sessionStorage save/restore added to item-wizard.js owner
  form submit handler; path-keyed so cross-page navigation does not restore stale position;
  requestAnimationFrame used for reliable mobile scroll restoration

- Invoice Send dead button: #sendChannelModal was gated inside @if (isDraft) but the button
  targeting it fires for Sent/Overdue invoices too when customer has both email and SMS; modal
  moved outside the Draft guard

- InitialCreate migration added for fresh database installs; Baseline migration guarded with
  IF OBJECT_ID check so it no-ops on fresh DBs; Razor scoping bug fixed in Customers/Index.cshtml

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 15:48:16 -04:00
spouliot 8a0a564885 Merge dev into master for release v2026.05.18 2026-05-18 19:08:11 -04:00
spouliot dd4785b048 Fix empty-state button/text on list pages when search returns no results
Show 'Add Your First X' and onboarding copy only when the list is truly
empty. When a search or filter is active with no results, show 'Add X'
and 'No X match your search/filters' instead.

Affected: Customers (table + mobile views), Equipment, Inventory.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18 18:49:23 -04:00
jenkins e185e3b7e3 Add XML doc comments to pricing assembly services
Added comprehensive XML documentation to JobItemAssemblyService and
QuotePricingAssemblyService — the most complex area of the codebase.
Comments explain the three-overload pattern, seed class rationale,
powder-to-order formula and industry default fallbacks, AI prediction
override tracking, and the incoming inventory auto-creation workflow.
PricingCalculationService was already well-documented; no changes needed.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18 14:22:32 -04:00
spouliot 8acbc8605d Harden multi-tenant isolation across all user-facing controllers
Added explicit CompanyId == companyId predicates to every tenant-scoped
query in 22 controllers so cross-tenant data leakage is impossible even
if EF Core global query filters are bypassed or misconfigured.

Also fixed ApplicationDbContext.IsPlatformAdmin to correctly return true
for SuperAdmins with no CompanyId claim (break-glass accounts) and when
no HTTP context is present (background services, unit tests), resolving
225 unit test failures that stemmed from the global filter blocking all
in-memory test data.

New MultiTenantIsolationTests class (8 tests) verifies the explicit
predicate layer independently of the global query filters.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17 18:04:22 -04:00
spouliot 485f0b69c8 Format Log Material dropdown as 'Manufacturer - Name (UoM)'
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:51:32 -04:00
spouliot f380c152ca Promote job powders to top of Log Material dropdown
Powders already assigned to this job's coats appear under a 'This Job'
section header, then a divider, then 'All Inventory' — so the most
relevant choices are always one click away.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:49:46 -04:00
spouliot 79c8c7e6a4 Add manufacturer to Log Material item combobox
Shows manufacturer name as muted secondary text in each dropdown row
and includes it in the search filter, so users can find a powder by
brand when multiple items share a similar name.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:46:48 -04:00
spouliot 6cf355071b Replace Log Material item dropdown with searchable combobox
Inventory lists grow over time; a plain <select> becomes unusable. The
new combobox filters as you type, supports keyboard navigation
(Arrow/Enter/Escape), and shows current stock on selection — matching
the pattern used by the powder picker in the item wizard.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:41:14 -04:00
spouliot ebd474ae81 Fix log material dropdown showing undefined - camelCase JSON serialization
System.Text.Json defaults to PascalCase; JS reads camelCase. Add
JsonNamingPolicy.CamelCase to the InventoryItemsForModal serialization.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:15:23 -04:00
spouliot 3c390a2e05 Merge branch 'dev' - invoice fixes, log material modal, complete job UX 2026-05-16 15:38:05 -04:00
spouliot 0df2353d4f Complete Job modal: ask powder usage once per color, not per item/coat
The modal was showing one row per coat per item, so a job with 5 items
each with 2 coats of the same powder produced 10 identical input rows.

Now groups by unique InventoryItemId and shows one row per powder color
for the whole job. The controller distributes the entered total across
coats proportionally by their estimated PowderToOrder so per-coat
reporting data is preserved. A single inventory transaction is created
per powder (net of any pre-logged scan credit).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 12:30:30 -04:00
spouliot be0a5b26e2 Update AI assistant and help docs for invoice and material logging changes
- HelpKnowledgeBase: invoice-from-job now mentions discount carried over,
  Discount Applied display row, and negative line items; new entry for
  PC-based Log Material modal on job details
- Help/Invoices.cshtml: from-job steps updated with discount/terms/due date
  pre-fill detail; sending section corrects due date source (quote/customer)
- Help/Jobs.cshtml: new "Logging Material Usage from a PC" section documenting
  the Log Material modal alongside the existing QR scan instructions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 12:15:20 -04:00
spouliot 36680eced9 Add manual Log Material modal to job details page
PC users were blocked to QR scan only for logging material usage. Now a
"Log Material" button opens an inline modal with:
- Inventory item dropdown (name + unit of measure, current stock shown on select)
- Entry method toggle: "Amount Used" or "Amount Remaining" (computes used = onHand - remaining)
- Reason: Job Usage or Waste/Spillage
- Notes field
Submits via AJAX to Jobs/LogMaterial (new POST action) which mirrors the
InventoryController.LogUsage flow — updates QuantityOnHand, creates InventoryTransaction,
posts GL entries (DR COGS / CR Inventory). QR scan button retained as icon.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 12:10:54 -04:00
spouliot 27aa4e0ea6 Invoice create: show discount row in totals, allow negative line items
- Add "Discount Applied" display row (red, hidden when zero) between subtotal
  and tax so users can see the discount being deducted at a glance
- Remove min="0" from UnitPrice and TotalPrice inputs (server-rendered and JS
  template) so negative adjustment lines can be entered without form rejection

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 11:41:47 -04:00
spouliot b2d6fae400 Fix failing test: revert quote-based discount to use sourceQuote.DiscountAmount
The quote discount must come from the agreed quote price, not the job's pricing
snapshot (which may have DiscountAmount=0 for legacy or unset reasons). The job
snapshot fix only applies to direct jobs where no source quote exists.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 11:29:12 -04:00
spouliot 3a1928f9bf Fix invoice creation from job: discount ignored, wrong due date, wrong terms
- DueDate was computed from DefaultTurnaroundDays (a shop ops setting) instead
  of from the payment terms string; now uses PaymentTermsParser throughout
- Discount was never applied for direct jobs (PricingBreakdownJson was read for
  fees but DiscountAmount was silently skipped)
- Quote-based jobs used sourceQuote.DiscountAmount, ignoring any discount edits
  made to the job after quote conversion; now prefers the job's pricing snapshot
- Payment terms and due date now inherit from sourceQuote.Terms → customer.PaymentTerms
  → company default, so the invoice reflects the agreed or customer-specific terms
- EarlyPaymentDiscount fields now populated from inherited terms

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 10:45:40 -04:00
spouliot df9863a0bb Merge branch 'dev' 2026-05-15 21:13:04 -04:00
spouliot 6cefdff18c Ignore TODO.txt from source control
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:06:48 -04:00
spouliot 91a5dbe30c Reorganize Operating Costs tab into individual section cards
Replaces single large card with six labeled section cards (Rates & Costs,
Facility Overhead, Equipment, Pricing & Profit, Rush Charges, Complexity)
to reduce visual density and improve scannability.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:06:04 -04:00
spouliot b2a1b9a0be Remove ShopWorker entity and migrate worker identity to ApplicationUser
Removes the ShopWorker and ShopWorkerRoleCost entities, all related DTOs,
mappings, controllers, views, and import/export paths. Worker identity is
now handled entirely through ApplicationUser with per-user LaborCostPerHour.
ShopWorkerRoleCosts table remains in production pending manual data migration.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:06:04 -04:00
spouliot 1a44133a63 Remove ShopWorker entity and migrate worker identity to ApplicationUser
Removes the ShopWorker and ShopWorkerRoleCost entities, all related DTOs,
mappings, controllers, views, and import/export paths. Worker identity is
now handled entirely through ApplicationUser with per-user LaborCostPerHour.
ShopWorkerRoleCosts table remains in production pending manual data migration.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 20:32:32 -04:00
spouliot 7020797a25 Merge dev: tax-exempt pricing fixes, job details Unicode cleanup
- Fix tax-exempt customers being charged tax on all job save/recalc paths (7 call sites in JobsController)
- Fix JS falsy-zero bug in quote preview tax calculation (item-wizard.js)
- Fix quote preview not recalculating on customer change (Create.cshtml)
- Add AddQuotePricingSnapshotFields migration (missing from prior session)
- Fix intake button rendering &#10003; as literal text (Html.Raw fix)
- Clean up corrupted Unicode box-drawing chars in Job Details view

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 16:52:39 -04:00
spouliot 3b5511a703 Fix corrupted Unicode characters and intake button rendering in Job Details
- Replace mojibake box-drawing chars (U+2500 encoded as Windows-1252) with
  plain ASCII dashes throughout all comments in Details.cshtml
- Fix intake button showing literal '&#10003;' text: the entity was inside a
  C# string so Razor HTML-encoded the '&'; switched to Html.Raw() so the
  checkmark renders correctly

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 16:43:36 -04:00
spouliot 8df37ca760 Fix tax-exempt customers charged tax on all job save paths
Jobs used company default TaxPercent for every pricing recalculation
(Create, Edit, UpdateItems, DeleteJobItem) without checking the customer's
IsTaxExempt flag. Added GetEffectiveTaxPercentAsync helper and wired it
into all seven call sites so tax-exempt customers are never billed tax
regardless of which path triggers the recalc.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 16:15:43 -04:00
spouliot 7239f55308 Fix tax-exempt customers always charged tax in quote preview
parseFloat('0') is falsy in JS, so '0 || pageMeta.taxPercent' was
falling through to the company default rate even when the TaxPercent
field was correctly set to 0 for a tax-exempt customer. Use an
explicit field presence check instead.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 16:05:07 -04:00
spouliot 09e077897b Fix quote preview not recalculating when tax-exempt customer is selected
When a customer was changed to/from a tax-exempt customer, the hidden
TaxPercent field was correctly updated to 0 but the live pricing preview
was not re-run, so the display showed a stale total with tax applied.
Selecting a tax-exempt customer now immediately triggers a recalc so
the on-screen total matches the amount that will be saved.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 15:58:20 -04:00
spouliot 051c86810e Add missing AddQuotePricingSnapshotFields migration
Seven new decimal columns on Quotes table that were added to the entity
in the pricing audit but the migration was never created (name collision
with a prior attempt in the previous session caused the scaffold to fail).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 15:48:46 -04:00
spouliot 6721de91e4 Fix pricing consistency across Quote → Job → Invoice; add stage-flow tests
- Store complete PricingBreakdownJson snapshot on Job at every save point so
  the Details page reads stored data rather than re-running the pricing engine
- Add 7 missing fields to Quote entity (FacilityOverheadCost, tier/quote discounts,
  SubtotalAfterDiscount) and persist them via ApplyPricingSnapshot
- Fix OvenCostId-as-rate bug in JobsController (FK was passed as decimal $/hr)
- Fix hardcoded LaborCost * 0.4 multiplier in two JobItemAssemblyService overloads
- Fix FacilityOverheadCost dropped from invoices in both quote and direct-job paths
- Fix RushFee missing from direct-job invoices (read from PricingBreakdownJson)
- Fix Notes and CatalogItemId not copied to InvoiceItem
- Add 14 unit tests in PricingStageFlowTests covering all three pricing stages

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 15:03:06 -04:00
spouliot 226a6237a6 Fix corrupted Unicode characters in Jobs/Details.cshtml
All � replacement characters replaced with correct HTML entities
(&mdash;, &ndash;, &bull;, &times;, &hellip;) and restored a
corrupted class attribute with missing double quotes on the Intake button.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 09:51:00 -04:00
spouliot cf6acc125f Complete mobile card view coverage for all remaining pages
- CSS fix: change blanket .table-responsive hide to only trigger when
  a .mobile-card-view sibling exists (.mobile-card-view ~ .table-responsive
  and :has() rule) — auto-fixes 60+ forms/reports/detail/help pages that
  were showing blank on mobile by making their tables scroll instead
- Add mobile card views to remaining list pages:
  JobsPriority (overdue jobs, main board, maintenance sections)
  NotificationLogs (email/SMS log entries)
  AiUsageReport (per-company AI usage breakdown)
  GiftCertificates/BulkResult (batch certificate list)
  Inventory/SamplePanels (Need to Order + On Wall tabs)
  BannedIps (active bans + lifted/expired bans)
  OnboardingProgress (per-company activation funnel)
  ReleaseNotes/Manage (versioned changelog entries)
  StorageMigration/Results (file migration status list)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 23:31:38 -04:00
spouliot f467862877 Add mobile card views to 12 high-priority list pages
Pages were blank on phones because mobile-cards.css hides .table-responsive
below 992px. Added .mobile-card-view sections to: GiftCertificates, PurchaseOrders,
CreditMemos, VendorCredits, JournalEntries, Appointments, InAppNotifications,
BankReconciliations, FixedAssets, RecurringTemplates, SmsAgreements, SmsConsentAudit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 23:07:52 -04:00
spouliot 7ad7d84016 Add mobile card views to Invoices and Intakes list pages
Both pages were blank on phones because mobile-cards.css hides .table-responsive
below 992px but neither page had a .mobile-card-view section. Added card-per-row
mobile layout to match the Customers page pattern — tappable cards with status
badges, key fields, and action buttons sized for touch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 22:51:22 -04:00
spouliot 75b0a8afe2 Fix kiosk inactivity timer for remote sessions; make Intakes table mobile-responsive
Remote sessions (customer's phone) no longer get the 45-second inactivity redirect
that requires a KioskDevice cookie — would have landed them on an error page.
Intakes staff table hides non-essential columns on small screens so the primary
customer/status/actions columns are visible without horizontal scrolling.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 21:00:43 -04:00
spouliot 38748c2152 Add BatchId to GiftCertificate for persistent bulk batch tracking
BatchId (Guid?) is stamped on every certificate in a bulk run so the batch
is permanently addressable. BulkResult is now a bookmarkable GET by batchId
rather than TempData, so users can return to re-download at any time.
BatchDownloadPdf is a GET link (no form POST needed). Index shows a Batch
badge on bulk certs that links directly back to the batch result page.

Migration: AddGiftCertificateBatchId

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 20:32:56 -04:00
spouliot 4ec55e7290 Restore all zeroed views + add bulk gift certificate creation
The HTML entity sweep script had a bug where it wrote empty files for any
view that contained no target Unicode characters, zeroing out 215 view files.
All views restored from the pre-sweep commit (cefdf3e).

Bulk gift certificate feature:
- BulkCreateGiftCertificateDto with Quantity (1-500), Amount, Reason, Expiry, Notes
- GenerateBulkGiftCertificatePdfAsync on IPdfService / PdfService: one Letter page
  per cert, reusing the same purple/gold branded ComposeGiftCertificateContent helper
- GiftCertificatesController: BulkCreate GET/POST, BulkResult GET, BulkDownloadPdf POST
- Views: BulkCreate.cshtml (form with live total preview), BulkResult.cshtml (table +
  Download All PDF button that POSTs cert IDs to avoid URL length limits)
- gift-certificate-bulk.js: live preview + spinner/disable on submit
- Index.cshtml: Bulk Create button added alongside New Certificate

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 20:09:22 -04:00
spouliot 3eda91f170 Replace literal Unicode special chars with HTML entities across all 233 views
Sweeps em dashes, en dashes, multiplication signs, ellipses, and curly quotes
to their HTML entity equivalents (&mdash; &ndash; &times; &hellip; &lsquo; &rsquo;)
in all .cshtml files, skipping <script> blocks. Prevents encoding corruption
from AI tools and Windows encoding mismatches that caused recurring symbol bugs.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 19:16:17 -04:00
spouliot cefdf3e35c Add remaining-weight input mode to inventory scan/usage page
Users can now toggle between 'Amount Used' and 'Remaining Weight' on the
QR scan page. In remaining-weight mode, usage is calculated as
(current stock - remaining) before submit — no controller changes needed.
Includes live hint showing calculated usage and new balance as they type,
with validation preventing negative usage or remaining > current stock.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 19:12:28 -04:00
spouliot f34ee749be Fix garbled encoding symbols in oven display, bill/invoice tooltips, and profile timezone dropdown
- Replace mojibake × with × in oven batch cost row across Jobs Create/Edit/EditItems and Quotes Create/Edit
- Fix Qty × Unit Price tooltip in Bills/Edit and Invoices/Edit
- Fix all â€" (garbled em dash) and São Paulo in Profile timezone dropdown option labels

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 18:54:35 -04:00
spouliot 357ef84001 Fix online users page always showing /InAppNotifications/Recent as current page
The notification bell polls /InAppNotifications/Recent (a JSON endpoint) every time
it loads. Because the middleware throttles updates to once per 60s, the update fired
on whichever request first arrived after the throttle expired — usually the bell poll
rather than a real page navigation. Fix: skip any response whose Content-Type is
application/json so only full page navigations update the current-page field.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 17:16:54 -04:00
spouliot 7a1a697dc2 Merge dev into master: fix oven batch conversion, invoice quantity, AI photo pricing, enforce pricing flag propagation 2026-05-14 16:56:26 -04:00
spouliot 539c6c2559 Fix oven batch conversion, invoice quantity, AI photo pricing, and enforce pricing flag propagation
- Carry OvenBatches/OvenCycleMinutes from Quote → Job entity (was missing fields; all job pricing recalcs hardcoded 1/null)
- Fix invoice creation from job always showing Quantity=1 (was using TotalPrice as UnitPrice with qty 1)
- Add IsAiItem to JobItem + migration; map in all 3 JobItemAssemblyService.CreateJobItem overloads so AI photo jobs no longer double-price on first edit after quote→job conversion
- Propagate IsAiItem through all existingItemsData JSON blocks in Jobs views (Edit, EditItems, Create) so the wizard preserves AI routing on re-edit
- Add PricingRoutingFlags_ExistOnBothQuoteItemAndJobItem structural test + 3 behavioral IsAiItem tests to JobItemAssemblyServiceTests
- Consolidate item wizard partials (_ItemWizardModal, _SqFtCalculatorModal) and item-wizard.css into shared locations
- Document pricing flag propagation checklist in CLAUDE.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 16:54:22 -04:00
spouliot a947494cbd Merge dev into master: churned account filter, powder catalog lookup fixes 2026-05-14 14:19:27 -04:00
spouliot 7e79a13cb1 Fix powder catalog lookup: exact match auto-fills, partials show picker modal
- CatalogLookup now returns all partial color name matches ranked by
  specificity (exact vendor+color first, same-vendor partial, cross-vendor)
  with isExact flag so JS can decide to auto-fill vs show modal
- Removed cross-vendor fallback that was silently overwriting manufacturer
  field with wrong brand when vendor-scoped search found nothing
- Picker modal now includes "Not listed — search online" option that
  triggers AI lookup as an escape hatch from the catalog results

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 14:18:52 -04:00
spouliot 2ad6df1195 Hide churned trial accounts from company/health screens by default
- Companies list and Company Health now hide Expired/Canceled accounts
  whose subscription ended 14+ days ago; show/hide toggle via banner
- KPI cards on Company Health exclude churned tenants when hidden
- showChurned param threads through sort, pagination, search, and filter forms
- Powder catalog: fix missing UnitPrice on user-contributed entries;
  add back-sync to fill catalog gaps on existing matches; wire
  AiAugmentFromUrl and manual inventory Create into catalog contribute path

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 13:59:12 -04:00
390 changed files with 113405 additions and 5332 deletions
-180
View File
@@ -1,180 +0,0 @@
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"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 { $_.Name -match \"quest|skia\" } | Select-Object Name)"
]
}
}
+27
View File
@@ -0,0 +1,27 @@
#!/bin/sh
# Pre-commit hook: block commits containing corrupted Unicode in .cshtml files.
#
# All corruption variants start with the UTF-8 byte sequence for a-circumflex
# followed by euro-sign (bytes C3 A2 E2 82 AC), which is the first two chars
# of every known corruption pattern. Grep for that byte sequence in staged files.
STAGED=$(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
+9
View File
@@ -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
+571
View File
@@ -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 13 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.
+21
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@@ -478,6 +478,27 @@ All modules below are fully implemented with controllers, views, and migrations
- 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 13 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
-226
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@@ -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
View File
@@ -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;
@@ -16,6 +16,7 @@ public class GiftCertificateListDto
public GiftCertificateStatus Status { get; set; }
public DateTime IssueDate { get; set; }
public DateTime? ExpiryDate { get; set; }
public Guid? BatchId { get; set; }
}
public class GiftCertificateDto : GiftCertificateListDto
@@ -87,3 +88,27 @@ public class RedeemGiftCertificateDto
[Range(0.01, 9999.99)]
public decimal Amount { get; set; }
}
public class BulkCreateGiftCertificateDto
{
[Required]
[Range(1, 500, ErrorMessage = "Quantity must be between 1 and 500.")]
[Display(Name = "Number of Certificates")]
public int Quantity { get; set; } = 25;
[Required]
[Range(1.00, 9999.99, ErrorMessage = "Amount must be between $1.00 and $9,999.99.")]
[Display(Name = "Face Value (each)")]
public decimal Amount { get; set; }
[Required]
[Display(Name = "Issued Reason")]
public GiftCertificateIssuedReason IssuedReason { get; set; } = GiftCertificateIssuedReason.Promotional;
[Display(Name = "Expiry Date (optional)")]
public DateTime? ExpiryDate { get; set; }
[StringLength(1000)]
[Display(Name = "Event / Notes (applied to all certificates)")]
public string? Notes { get; set; }
}
@@ -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; }
}
@@ -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; }
}
@@ -515,6 +533,9 @@ public class JobEditItemsViewModel
public string JobNumber { get; set; } = string.Empty;
public int? CustomerId { get; set; }
public decimal TaxPercent { get; set; }
public int? OvenCostId { get; set; }
public int OvenBatches { get; set; } = 1;
public int? OvenCycleMinutes { get; set; }
public List<CreateQuoteItemDto> JobItems { get; set; } = new();
}
@@ -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,
@@ -51,4 +57,10 @@ public interface IPdfService
byte[]? companyLogo,
string? companyLogoContentType,
CompanyInfoDto companyInfo);
Task<byte[]> GenerateBulkGiftCertificatePdfAsync(
IList<GiftCertificateDto> certs,
byte[]? companyLogo,
string? companyLogoContentType,
CompanyInfoDto companyInfo);
}
@@ -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);
@@ -21,12 +39,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IsGenericItem = source.IsGenericItem,
IsLaborItem = source.IsLaborItem,
IsSalesItem = source.IsSalesItem,
IsAiItem = source.IsAiItem,
Sku = source.Sku,
ManualUnitPrice = source.ManualUnitPrice,
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,
@@ -41,6 +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);
@@ -61,7 +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,
@@ -69,6 +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);
@@ -84,6 +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);
@@ -106,12 +143,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IsGenericItem = source.IsGenericItem,
IsLaborItem = source.IsLaborItem,
IsSalesItem = source.IsSalesItem,
IsAiItem = source.IsAiItem,
Sku = source.Sku,
ManualUnitPrice = source.ManualUnitPrice,
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,
@@ -126,6 +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);
@@ -149,7 +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,
@@ -158,6 +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);
@@ -173,6 +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);
@@ -191,6 +245,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IsGenericItem = source.IsGenericItem,
IsLaborItem = source.IsLaborItem,
IsSalesItem = source.IsSalesItem,
IsAiItem = source.IsAiItem,
Sku = source.Sku,
ManualUnitPrice = source.ManualUnitPrice,
PowderCostOverride = source.PowderCostOverride,
@@ -211,6 +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);
@@ -231,7 +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,
@@ -239,6 +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);
@@ -254,6 +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
@@ -270,6 +338,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IsGenericItem = seed.IsGenericItem,
IsLaborItem = seed.IsLaborItem,
IsSalesItem = seed.IsSalesItem,
IsAiItem = seed.IsAiItem,
Sku = seed.Sku,
ManualUnitPrice = seed.ManualUnitPrice,
PowderCostOverride = seed.PowderCostOverride,
@@ -289,6 +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
@@ -306,11 +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?
@@ -326,6 +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 23 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)
@@ -339,6 +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,
@@ -351,6 +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;
@@ -364,6 +465,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
public bool IsGenericItem { get; init; }
public bool IsLaborItem { get; init; }
public bool IsSalesItem { get; init; }
public bool IsAiItem { get; init; }
public string? Sku { get; init; }
public decimal? ManualUnitPrice { get; init; }
public decimal? PowderCostOverride { get; init; }
@@ -380,6 +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;
@@ -394,8 +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; }
@@ -1858,6 +1858,50 @@ public class PdfService : IPdfService
});
}
/// <summary>
/// Generates a multi-page PDF containing one gift certificate per page, all using the same
/// branded layout as the single-certificate download. Used for bulk print runs (car shows,
/// promotions) so staff can hand-cut and distribute a full batch from one print job.
/// </summary>
public async Task<byte[]> GenerateBulkGiftCertificatePdfAsync(
IList<GiftCertificateDto> certs,
byte[]? companyLogo,
string? companyLogoContentType,
CompanyInfoDto companyInfo)
{
QuestPDF.Settings.License = LicenseType.Community;
const string accent = "#7c3aed";
const string gold = "#b45309";
return await Task.Run(() =>
{
var doc = Document.Create(container =>
{
foreach (var cert in certs)
{
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.Content().Element(c => ComposeGiftCertificateContent(c, cert, companyInfo, companyLogo, accent, gold));
page.Footer().AlignCenter().Text(text =>
{
text.Span(companyInfo.CompanyName).FontSize(8).FontColor(Colors.Grey.Darken1);
if (!string.IsNullOrWhiteSpace(companyInfo.Phone))
text.Span($" · {FormatPhoneNumber(companyInfo.Phone)}").FontSize(8).FontColor(Colors.Grey.Darken1);
});
});
}
});
return doc.GeneratePdf();
});
}
/// <summary>
/// Composes the gift certificate body with a decorative double-border frame (outer purple 3pt,
/// inner gold 1pt) that gives the document a premium printed-certificate appearance. Inside the
@@ -2709,4 +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; }
+1 -2
View File
@@ -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;
@@ -32,6 +32,9 @@ public class GiftCertificate : BaseEntity
/// <summary>Set when this GC was sold via an invoice line item.</summary>
public int? SourceInvoiceItemId { get; set; }
/// <summary>Groups all certificates created in a single bulk run. Null for individually issued certs.</summary>
public Guid? BatchId { get; set; }
// Navigation
public virtual Customer? RecipientCustomer { get; set; }
public virtual Customer? PurchasingCustomer { get; set; }
+8
View File
@@ -25,6 +25,10 @@ public class Job : BaseEntity
// Selected oven (carried over from quote; null = company default rate)
public int? OvenCostId { get; set; }
// Oven scheduling (carried over from quote)
public int OvenBatches { get; set; } = 1;
public int? OvenCycleMinutes { get; set; }
// Pricing
public decimal QuotedPrice { get; set; }
public decimal FinalPrice { get; set; }
@@ -62,6 +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
@@ -41,6 +41,10 @@ public class JobItem : BaseEntity
// Values: "Simple" | "Moderate" | "Complex" | "Extreme"
public string? Complexity { get; set; }
// True when this item originated from an AI Photo Quote — ManualUnitPrice is used as-is
// and oven cost is not double-charged (it was excluded from the AI estimate at quote level).
public bool IsAiItem { get; set; }
// AI-generated standardized tags (comma-separated, e.g. "automotive,tubular")
public string? AiTags { get; set; }
@@ -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
}
+23 -16
View File
@@ -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; }
}
-11
View File
@@ -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; }
@@ -31,10 +31,13 @@ public interface ICompanyListService
{
/// <summary>
/// Returns a paged, searched, and sorted slice of non-deleted companies together with the
/// total unfiltered count for pagination.
/// total count for pagination and the count of churned accounts that are currently hidden.
/// When <paramref name="hideChurned"/> is true, Expired/Canceled companies whose subscription
/// ended more than 14 days ago are excluded from results (but still counted for the banner).
/// </summary>
Task<(List<Company> Companies, int TotalCount)> GetPagedAsync(
string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize);
Task<(List<Company> Companies, int TotalCount, int ChurnedCount)> GetPagedAsync(
string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize,
bool hideChurned = true);
/// <summary>
/// Returns job, quote, customer, and wizard completion counts for each of the supplied
@@ -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),
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 />
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,82 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddJobOvenBatchFields : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<int>(
name: "OvenBatches",
table: "Jobs",
type: "int",
nullable: false,
defaultValue: 0);
migrationBuilder.AddColumn<int>(
name: "OvenCycleMinutes",
table: "Jobs",
type: "int",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6420));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6425));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6426));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "OvenBatches",
table: "Jobs");
migrationBuilder.DropColumn(
name: "OvenCycleMinutes",
table: "Jobs");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2349));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2366));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2367));
}
}
}
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,72 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddJobItemIsAiItem : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<bool>(
name: "IsAiItem",
table: "JobItems",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7475));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7481));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7482));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "IsAiItem",
table: "JobItems");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6420));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6425));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 5, 39, 939, DateTimeKind.Utc).AddTicks(6426));
}
}
}
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 AddGiftCertificateBatchId : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<Guid>(
name: "BatchId",
table: "GiftCertificates",
type: "uniqueidentifier",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 15, 0, 30, 26, 297, DateTimeKind.Utc).AddTicks(7656));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 15, 0, 30, 26, 297, DateTimeKind.Utc).AddTicks(7662));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 15, 0, 30, 26, 297, DateTimeKind.Utc).AddTicks(7664));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "BatchId",
table: "GiftCertificates");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7475));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7481));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 14, 20, 43, 43, 116, DateTimeKind.Utc).AddTicks(7482));
}
}
}
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));
}
}
}
@@ -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));
}
}
}
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));
}
}
}
@@ -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");
}
}
}
@@ -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");
@@ -3290,6 +3299,9 @@ namespace PowderCoating.Infrastructure.Migrations
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<Guid?>("BatchId")
.HasColumnType("uniqueidentifier");
b.Property<string>("CertificateCode")
.IsRequired()
.HasColumnType("nvarchar(450)");
@@ -4205,9 +4217,18 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<decimal>("OvenBatchCost")
.HasColumnType("decimal(18,2)");
b.Property<int>("OvenBatches")
.HasColumnType("int");
b.Property<int?>("OvenCostId")
.HasColumnType("int");
b.Property<int?>("OvenCycleMinutes")
.HasColumnType("int");
b.Property<string>("PricingBreakdownJson")
.HasColumnType("nvarchar(max)");
b.Property<int?>("QuoteId")
.HasColumnType("int");
@@ -4234,9 +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)");
@@ -4278,8 +4296,6 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasIndex("ScheduledDate");
b.HasIndex("ShopWorkerId");
b.HasIndex("CompanyId", "CustomerId")
.HasDatabaseName("IX_Jobs_CompanyId_CustomerId");
@@ -4476,6 +4492,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<bool>("IncludePrepCost")
.HasColumnType("bit");
b.Property<bool>("IsAiItem")
.HasColumnType("bit");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
@@ -4599,6 +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)");
@@ -5418,9 +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)");
@@ -5443,8 +5462,6 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasIndex("JobId");
b.HasIndex("ShopWorkerId");
b.ToTable("JobTimeEntries");
});
@@ -5768,9 +5785,6 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<DateTime>("ScheduledDate")
.HasColumnType("datetime2");
b.Property<int?>("ShopWorkerId")
.HasColumnType("int");
b.Property<int>("Status")
.HasColumnType("int");
@@ -5801,8 +5815,6 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasIndex("ScheduledDate");
b.HasIndex("ShopWorkerId");
b.HasIndex("Status");
b.HasIndex("CompanyId", "ScheduledDate")
@@ -6699,7 +6711,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2349),
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5186),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -6710,7 +6722,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2366),
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5190),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -6721,7 +6733,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 14, 2, 27, 27, 993, DateTimeKind.Utc).AddTicks(2367),
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5191),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -6968,6 +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");
@@ -7013,6 +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)");
@@ -7052,6 +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)");
@@ -7077,6 +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)");
@@ -7375,6 +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)");
@@ -7977,111 +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")
@@ -9499,10 +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");
@@ -9805,13 +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 =>
@@ -9882,10 +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");
@@ -10369,15 +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)
@@ -10540,8 +10448,6 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("Quotes");
b.Navigation("ShopWorkers");
b.Navigation("Users");
b.Navigation("Vendors");
@@ -10707,15 +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();
@@ -1,5 +1,6 @@
using Microsoft.EntityFrameworkCore;
using PowderCoating.Core.Entities;
using PowderCoating.Core.Enums;
using PowderCoating.Core.Interfaces.Services;
using PowderCoating.Infrastructure.Data;
@@ -21,15 +22,34 @@ public class CompanyListService : ICompanyListService
}
/// <inheritdoc/>
public async Task<(List<Company> Companies, int TotalCount)> GetPagedAsync(
string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize)
public async Task<(List<Company> Companies, int TotalCount, int ChurnedCount)> GetPagedAsync(
string? searchTerm, string sortColumn, string sortDirection, int page, int pageSize,
bool hideChurned = true)
{
var cutoff = DateTime.UtcNow.AddDays(-14);
// Always count churned regardless of hideChurned so the banner can show a number.
var churnedCount = await _context.Companies
.AsNoTracking()
.IgnoreQueryFilters()
.Where(c => !c.IsDeleted
&& (c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
&& c.SubscriptionEndDate != null
&& c.SubscriptionEndDate < cutoff)
.CountAsync();
var query = _context.Companies
.AsNoTracking()
.IgnoreQueryFilters()
.Where(c => !c.IsDeleted)
.AsQueryable();
if (hideChurned)
query = query.Where(c =>
!((c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
&& c.SubscriptionEndDate != null
&& c.SubscriptionEndDate < cutoff));
if (!string.IsNullOrWhiteSpace(searchTerm))
{
var s = searchTerm.ToLower();
@@ -61,7 +81,7 @@ public class CompanyListService : ICompanyListService
.Take(pageSize)
.ToListAsync();
return (companies, totalCount);
return (companies, totalCount, churnedCount);
}
/// <inheritdoc/>
@@ -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>
@@ -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 &amp; 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 &amp; Time:</strong> {{appointmentDate}} at {{appointmentTime}}{{customerLine}}{{locationLine}}</p><p>&#8212; {{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
@@ -66,15 +66,16 @@ public class CompaniesController : Controller
string sortColumn = "CompanyName",
string sortDirection = "asc",
int pageNumber = 1,
int pageSize = 25)
int pageSize = 25,
bool showChurned = false)
{
try
{
pageNumber = Math.Max(1, pageNumber);
pageSize = pageSize is 10 or 25 or 50 or 100 ? pageSize : 25;
var (companies, totalCount) = await _companyList.GetPagedAsync(
searchTerm, sortColumn, sortDirection, pageNumber, pageSize);
var (companies, totalCount, churnedCount) = await _companyList.GetPagedAsync(
searchTerm, sortColumn, sortDirection, pageNumber, pageSize, hideChurned: !showChurned);
var companyDtos = _mapper.Map<List<CompanyListDto>>(companies);
@@ -128,6 +129,8 @@ public class CompaniesController : Controller
ViewBag.PageSize = pageSize;
ViewBag.TotalPages = (int)Math.Ceiling(totalCount / (double)pageSize);
ViewBag.ImpersonatingCompanyId = HttpContext.Session.GetInt32("ImpersonatingCompanyId");
ViewBag.ShowChurned = showChurned;
ViewBag.ChurnedCount = churnedCount;
return View(companyDtos);
}
@@ -45,18 +45,30 @@ public class CompanyHealthController : Controller
/// user's risk/search filters, so the KPI cards always show platform-wide totals.
/// </para>
/// </summary>
public async Task<IActionResult> Index(string? risk, string? search, bool configIssuesOnly = false)
public async Task<IActionResult> Index(string? risk, string? search, bool configIssuesOnly = false, bool showChurned = false)
{
var now = DateTime.UtcNow;
var d30 = now.AddDays(-30);
var d90 = now.AddDays(-90);
var churnedCutoff = now.AddDays(-14);
// One query per signal — all keyed by CompanyId
var companies = await _db.Companies
var allCompanies = await _db.Companies
.AsNoTracking().IgnoreQueryFilters()
.Where(c => !c.IsDeleted)
.ToListAsync();
var churnedCount = allCompanies.Count(c =>
(c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
&& c.SubscriptionEndDate.HasValue && c.SubscriptionEndDate.Value < churnedCutoff);
var companies = showChurned
? allCompanies
: allCompanies.Where(c =>
!((c.SubscriptionStatus == SubscriptionStatus.Expired || c.SubscriptionStatus == SubscriptionStatus.Canceled)
&& c.SubscriptionEndDate.HasValue && c.SubscriptionEndDate.Value < churnedCutoff))
.ToList();
var lastLogins = await _db.Users
.AsNoTracking().IgnoreQueryFilters()
.Where(u => u.LastLoginDate != null)
@@ -163,6 +175,8 @@ public class CompanyHealthController : Controller
ViewBag.Risk = risk;
ViewBag.Search = search;
ViewBag.ConfigIssuesOnly = configIssuesOnly;
ViewBag.ShowChurned = showChurned;
ViewBag.ChurnedCount = churnedCount;
if (!string.IsNullOrWhiteSpace(search))
all = all.Where(h =>
@@ -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();
}
@@ -107,7 +107,8 @@ public class GiftCertificatesController : Controller
IssuedReason = gc.IssuedReason,
Status = gc.Status,
IssueDate = gc.IssueDate,
ExpiryDate = gc.ExpiryDate
ExpiryDate = gc.ExpiryDate,
BatchId = gc.BatchId
})
.ToList();
@@ -440,6 +441,183 @@ public class GiftCertificatesController : Controller
return acct?.Id;
}
/// <summary>
/// Shows the bulk certificate creation form. Defaults to Promotional reason and 25 certificates
/// since the primary use case is car shows and events where a batch of same-value certificates
/// is distributed to attendees.
/// </summary>
public IActionResult BulkCreate()
{
return View(new BulkCreateGiftCertificateDto());
}
/// <summary>
/// Creates N gift certificates in a single batch, records GL entries for each, then redirects
/// to a confirmation page where the user can download the full batch as a single print-ready PDF.
/// Certificate codes are generated sequentially so the batch occupies a contiguous range (e.g.
/// GC-2506-0012 through GC-2506-0036), making it easy to audit which codes belong to each event.
/// GL treatment mirrors single-certificate issuance: Sold certs debit Checking, all others debit
/// Sales Discounts (4950) and credit GC Liability (2500).
/// </summary>
[HttpPost, ValidateAntiForgeryToken]
public async Task<IActionResult> BulkCreate(BulkCreateGiftCertificateDto dto)
{
if (!ModelState.IsValid)
return View(dto);
try
{
var currentUser = await _userManager.GetUserAsync(User);
var companyId = currentUser?.CompanyId ?? 0;
var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(companyId);
int? checkingAcctId = null;
int? discountAcctId = null;
if (dto.IssuedReason == GiftCertificateIssuedReason.Sold)
{
var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
a => a.IsActive && (a.AccountSubType == AccountSubTypeEnum.Checking
|| a.AccountSubType == AccountSubTypeEnum.Cash));
checkingAcctId = acct?.Id;
}
else
{
var acct = await _unitOfWork.Accounts.FirstOrDefaultAsync(
a => a.IsActive && a.AccountNumber == "4950");
discountAcctId = acct?.Id;
}
var batchId = Guid.NewGuid();
var now = DateTime.UtcNow;
for (int i = 0; i < dto.Quantity; i++)
{
var code = await GenerateCertificateCodeAsync(companyId);
var cert = new GiftCertificate
{
CertificateCode = code,
OriginalAmount = dto.Amount,
RedeemedAmount = 0,
IssuedReason = dto.IssuedReason,
Status = GiftCertificateStatus.Active,
IssueDate = now,
ExpiryDate = dto.ExpiryDate,
Notes = dto.Notes,
IssuedById = currentUser?.Id,
CompanyId = companyId,
CreatedAt = now,
CreatedBy = currentUser?.Email,
BatchId = batchId
};
await _unitOfWork.GiftCertificates.AddAsync(cert);
await _unitOfWork.CompleteAsync();
await _accountBalanceService.CreditAsync(gcLiabilityAcctId, cert.OriginalAmount);
if (dto.IssuedReason == GiftCertificateIssuedReason.Sold)
await _accountBalanceService.DebitAsync(checkingAcctId, cert.OriginalAmount);
else
await _accountBalanceService.DebitAsync(discountAcctId, cert.OriginalAmount);
}
return RedirectToAction(nameof(BulkResult), new { batchId });
}
catch (Exception ex)
{
_logger.LogError(ex, "Error creating bulk gift certificates");
this.ToastError("An error occurred creating the certificates.");
return View(dto);
}
}
/// <summary>
/// Displays the batch confirmation page. Driven by BatchId so it is bookmarkable and survives
/// browser back/refresh — the user can return here any time to re-download the batch PDF.
/// </summary>
public async Task<IActionResult> BulkResult(Guid batchId)
{
if (batchId == Guid.Empty)
return RedirectToAction(nameof(Index));
var certs = await _unitOfWork.GiftCertificates.FindAsync(
gc => gc.BatchId == batchId, false);
if (!certs.Any())
return RedirectToAction(nameof(Index));
return View(certs.OrderBy(c => c.CertificateCode).ToList());
}
/// <summary>
/// Streams a multi-page PDF for an entire batch identified by BatchId. GET endpoint so the
/// user can bookmark or re-open it at any time after the batch was originally created.
/// </summary>
public async Task<IActionResult> BatchDownloadPdf(Guid batchId)
{
if (batchId == Guid.Empty)
return BadRequest();
var currentUser = await _userManager.GetUserAsync(User);
var companyId = currentUser?.CompanyId ?? 0;
var company = await _unitOfWork.Companies.GetByIdAsync(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 certs = await _unitOfWork.GiftCertificates.FindAsync(
gc => gc.BatchId == batchId, false,
gc => gc.RecipientCustomer);
if (!certs.Any())
return NotFound();
var dtos = certs.OrderBy(c => c.CertificateCode).Select(cert => new GiftCertificateDto
{
Id = cert.Id,
CertificateCode = cert.CertificateCode,
OriginalAmount = cert.OriginalAmount,
RedeemedAmount = cert.RedeemedAmount,
RemainingBalance = cert.RemainingBalance,
RecipientName = cert.RecipientCustomer != null
? (cert.RecipientCustomer.CompanyName ?? $"{cert.RecipientCustomer.ContactFirstName} {cert.RecipientCustomer.ContactLastName}".Trim())
: cert.RecipientName,
RecipientEmail = cert.RecipientEmail,
IssuedReason = cert.IssuedReason,
Status = cert.Status,
IssueDate = cert.IssueDate,
ExpiryDate = cert.ExpiryDate,
Notes = cert.Notes
}).ToList();
try
{
var (logoData, logoContentType) = await LoadCompanyLogoAsync(company);
var pdfBytes = await _pdfService.GenerateBulkGiftCertificatePdfAsync(dtos, logoData, logoContentType, companyInfo);
var first = dtos.First().CertificateCode;
var last = dtos.Last().CertificateCode;
var fileName = dtos.Count == 1
? $"GiftCertificate-{first}.pdf"
: $"GiftCertificates-{first}-to-{last}.pdf";
return File(pdfBytes, "application/pdf", fileName);
}
catch (Exception ex)
{
_logger.LogError(ex, "Error generating batch gift certificate PDF for batch {BatchId}", batchId);
TempData["Error"] = "Could not generate PDF.";
return RedirectToAction(nameof(BulkResult), new { batchId });
}
}
private async Task<(byte[]? LogoData, string? LogoContentType)> LoadCompanyLogoAsync(Company? company)
{
if (company == null) return (null, null);
@@ -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>
@@ -160,7 +160,8 @@ 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();
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.StatsLowStockCount = allItems.Count(i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint);
ViewBag.StatsActiveCount = allItems.Count(i => i.IsActive);
@@ -304,6 +305,32 @@ public class InventoryController : Controller
await _unitOfWork.SaveChangesAsync();
}
// Contribute/sync to the platform powder catalog if we have enough identity data.
// Runs silently — a failure here never blocks the inventory save.
if (!string.IsNullOrWhiteSpace(dto.Manufacturer) && !string.IsNullOrWhiteSpace(dto.ManufacturerPartNumber))
{
var catalogResult = new InventoryAiLookupResult
{
Manufacturer = dto.Manufacturer,
ManufacturerPartNumber = dto.ManufacturerPartNumber,
ColorName = dto.ColorName ?? item.Name,
Finish = dto.Finish,
CureTemperatureF = dto.CureTemperatureF,
CureTimeMinutes = dto.CureTimeMinutes,
ColorFamilies = dto.ColorFamilies,
RequiresClearCoat = dto.RequiresClearCoat ? true : (bool?)null,
CoverageSqFtPerLb = dto.CoverageSqFtPerLb,
SpecificGravity = dto.SpecificGravity,
TransferEfficiency = dto.TransferEfficiency,
UnitCostPerLb = dto.UnitCost > 0 ? dto.UnitCost : null,
SpecPageUrl = dto.SpecPageUrl,
ImageUrl = dto.ImageUrl,
SdsUrl = dto.SdsUrl,
TdsUrl = dto.TdsUrl,
};
await EnrichFromCatalogAsync(catalogResult, autoContribute: true);
}
TempData["Success"] = "Inventory item created successfully.";
return RedirectToAction(nameof(Details), new { id = item.Id });
}
@@ -704,6 +731,8 @@ public class InventoryController : Controller
return Json(new { success = false, errorMessage = "No product URL provided." });
var result = await _aiLookupService.LookupByUrlAsync(productUrl, colorName);
if (result.Success)
await EnrichFromCatalogAsync(result, autoContribute: true);
return Json(result);
}
@@ -750,6 +779,39 @@ public class InventoryController : Controller
result.SdsUrl ??= match.SdsUrl;
result.TdsUrl ??= match.TdsUrl;
if (match.UnitPrice > 0) result.UnitCostPerLb ??= match.UnitPrice;
// Back-sync: fill NULL catalog fields from the incoming result so the catalog
// gets richer over time without overwriting anything already stored.
bool catalogDirty = false;
if (match.Finish == null && !string.IsNullOrWhiteSpace(result.Finish)) { match.Finish = result.Finish; catalogDirty = true; }
if (match.CureTemperatureF == null && result.CureTemperatureF != null) { match.CureTemperatureF = result.CureTemperatureF; catalogDirty = true; }
if (match.CureTimeMinutes == null && result.CureTimeMinutes != null) { match.CureTimeMinutes = result.CureTimeMinutes; catalogDirty = true; }
if (match.ColorFamilies == null && !string.IsNullOrWhiteSpace(result.ColorFamilies)){ match.ColorFamilies = result.ColorFamilies; catalogDirty = true; }
if (match.RequiresClearCoat == null && result.RequiresClearCoat != null) { match.RequiresClearCoat = result.RequiresClearCoat; catalogDirty = true; }
if (match.CoverageSqFtPerLb == null && result.CoverageSqFtPerLb != null) { match.CoverageSqFtPerLb = result.CoverageSqFtPerLb; catalogDirty = true; }
if (match.SpecificGravity == null && result.SpecificGravity != null) { match.SpecificGravity = result.SpecificGravity; catalogDirty = true; }
if (match.TransferEfficiency == null && result.TransferEfficiency != null) { match.TransferEfficiency = result.TransferEfficiency; catalogDirty = true; }
if (string.IsNullOrWhiteSpace(match.ImageUrl) && !string.IsNullOrWhiteSpace(result.ImageUrl)) { match.ImageUrl = result.ImageUrl; catalogDirty = true; }
if (string.IsNullOrWhiteSpace(match.ProductUrl) && !string.IsNullOrWhiteSpace(result.SpecPageUrl)){ match.ProductUrl = result.SpecPageUrl; catalogDirty = true; }
if (string.IsNullOrWhiteSpace(match.SdsUrl) && !string.IsNullOrWhiteSpace(result.SdsUrl)) { match.SdsUrl = result.SdsUrl; catalogDirty = true; }
if (string.IsNullOrWhiteSpace(match.TdsUrl) && !string.IsNullOrWhiteSpace(result.TdsUrl)) { match.TdsUrl = result.TdsUrl; catalogDirty = true; }
if (match.UnitPrice == 0 && (result.UnitCostPerLb ?? 0) > 0) { match.UnitPrice = result.UnitCostPerLb!.Value; catalogDirty = true; }
if (catalogDirty)
{
match.UpdatedAt = DateTime.UtcNow;
try
{
await _unitOfWork.PowderCatalog.UpdateAsync(match);
await _unitOfWork.CompleteAsync();
_logger.LogInformation("Back-synced catalog gaps for {VendorName} {Sku}", match.VendorName, match.Sku);
}
catch (Exception ex)
{
_logger.LogWarning(ex, "Failed to back-sync catalog entry {Id}", match.Id);
}
}
return (true, false);
}
@@ -767,6 +829,7 @@ public class InventoryController : Controller
VendorName = manufacturer,
Sku = sku,
ColorName = colorName,
UnitPrice = result.UnitCostPerLb ?? 0m,
CureTemperatureF = result.CureTemperatureF,
CureTimeMinutes = result.CureTimeMinutes,
Finish = result.Finish,
@@ -1044,67 +1107,57 @@ 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())
.ToHashSet();
// When a vendor is specified, search vendor-scoped first. Only widen to all vendors
// if the scoped search returns nothing — prevents a cross-vendor color match from
// being returned as the only result when the user clearly intended a specific manufacturer.
IEnumerable<PowderCatalogItem> matches;
if (!string.IsNullOrEmpty(vendorTerm))
{
matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
p.VendorName.ToLower().Contains(vendorTerm) && (
p.Sku.ToLower() == term ||
p.ColorName.ToLower().Contains(term) ||
p.Sku.ToLower().Contains(term)));
// Fall back to all vendors only when the scoped search finds nothing
if (!matches.Any())
{
matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
p.Sku.ToLower() == term ||
p.ColorName.ToLower().Contains(term) ||
p.Sku.ToLower().Contains(term));
}
}
else
{
matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
p.Sku.ToLower() == term ||
p.ColorName.ToLower().Contains(term) ||
p.Sku.ToLower().Contains(term));
}
// Single query — all partial color/SKU matches across all vendors.
// Results are ranked: exact vendor + exact color (isExact=true) sorts first and
// triggers auto-fill in the JS. Everything else goes to the picker modal.
// This means a user who typed "Columbia Coatings" + "Lime Green" gets auto-fill
// only when that exact product is in the catalog; otherwise they see a ranked modal
// with same-vendor results at the top and a "Not Listed — Search Online" escape hatch.
var matches = await _unitOfWork.PowderCatalog.FindAsync(p =>
p.ColorName.ToLower().Contains(term) ||
p.Sku.ToLower() == term ||
p.Sku.ToLower().Contains(term));
var results = matches
.Where(p => !existingSkus.Contains(p.Sku.ToLower()))
.OrderBy(p => p.Sku.ToLower() == term ? 0 : 1)
.ThenBy(p => p.ColorName)
.Select(p => new
.Select(p =>
{
id = p.Id,
vendorName = p.VendorName,
sku = p.Sku,
colorName = p.ColorName,
description = p.Description,
unitPrice = p.UnitPrice,
imageUrl = p.ImageUrl,
sdsUrl = p.SdsUrl,
tdsUrl = p.TdsUrl,
applicationGuideUrl = p.ApplicationGuideUrl,
productUrl = p.ProductUrl,
isDiscontinued = p.IsDiscontinued,
cureTemperatureF = p.CureTemperatureF,
cureTimeMinutes = p.CureTimeMinutes,
finish = p.Finish,
colorFamilies = p.ColorFamilies,
requiresClearCoat = p.RequiresClearCoat,
coverageSqFtPerLb = p.CoverageSqFtPerLb,
specificGravity = p.SpecificGravity,
transferEfficiency = GetEffectiveTransferEfficiency(p.TransferEfficiency)
var vendorMatch = string.IsNullOrEmpty(vendorTerm) || p.VendorName.ToLower().Contains(vendorTerm);
var colorExact = p.ColorName.ToLower() == term;
return (p, isExact: vendorMatch && colorExact, vendorMatch, colorExact);
})
.OrderBy(x => x.isExact ? 0 : x.vendorMatch ? 1 : x.colorExact ? 2 : 3)
.ThenBy(x => x.p.ColorName)
.Select(x => new
{
id = x.p.Id,
vendorName = x.p.VendorName,
sku = x.p.Sku,
colorName = x.p.ColorName,
description = x.p.Description,
unitPrice = x.p.UnitPrice,
imageUrl = x.p.ImageUrl,
sdsUrl = x.p.SdsUrl,
tdsUrl = x.p.TdsUrl,
applicationGuideUrl = x.p.ApplicationGuideUrl,
productUrl = x.p.ProductUrl,
isDiscontinued = x.p.IsDiscontinued,
isExact = x.isExact,
cureTemperatureF = x.p.CureTemperatureF,
cureTimeMinutes = x.p.CureTimeMinutes,
finish = x.p.Finish,
colorFamilies = x.p.ColorFamilies,
requiresClearCoat = x.p.RequiresClearCoat,
coverageSqFtPerLb = x.p.CoverageSqFtPerLb,
specificGravity = x.p.SpecificGravity,
transferEfficiency = GetEffectiveTransferEfficiency(x.p.TransferEfficiency)
})
.ToList();
@@ -1131,7 +1184,7 @@ 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)
@@ -1318,11 +1371,11 @@ 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)
@@ -1687,7 +1740,8 @@ 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.
@@ -394,15 +413,27 @@ 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,
Description = item.Description ?? "Powder Coating",
Quantity = 1,
UnitPrice = item.TotalPrice,
TotalPrice = item.TotalPrice,
ColorName = item.ColorName,
DisplayOrder = order++,
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 = 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);
File diff suppressed because it is too large Load Diff
@@ -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)
@@ -916,8 +916,13 @@ public class KioskController : Controller
ViewBag.SessionToken = session.SessionToken;
ViewBag.SessionType = session.SessionType;
// Reset to Welcome screen after 45 s of inactivity on any intake step.
// The Welcome screen itself stays on indefinitely (no timeout override there).
ViewBag.InactivityTimeoutMs = 45_000;
// In-person kiosk: reset to Welcome screen after 45 s of inactivity so an
// abandoned tablet doesn't stay on a customer's half-filled form indefinitely.
// Remote sessions: customer is on their own phone — never redirect; they may
// take several minutes between steps and have no KioskDevice cookie anyway.
if (session.SessionType == KioskSessionType.InPerson)
ViewBag.InactivityTimeoutMs = 45_000;
else
ViewBag.ShowInactivityTimer = false;
}
}
@@ -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");
@@ -2839,14 +2841,47 @@ public class QuotesController : Controller
JobNumber = await GenerateJobNumberAsync(),
CustomerId = quote.CustomerId ?? 0, // Should always have a customer by approval time
QuoteId = quote.Id,
OvenCostId = quote.OvenCostId, // Carry oven selection from quote
OvenCostId = quote.OvenCostId, // Carry oven selection from quote
OvenBatches = quote.OvenBatches > 0 ? quote.OvenBatches : 1,
OvenCycleMinutes = quote.OvenCycleMinutes,
Description = quote.Description ?? $"Job from Quote {quote.QuoteNumber}",
JobStatusId = approvedStatus?.Id ?? 1,
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,
@@ -3313,7 +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();
}
@@ -3789,6 +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
@@ -3799,3 +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; }
}

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