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| 1a44133a63 |
@@ -129,3 +129,7 @@ DataProtection-Keys/
|
||||
# Secrets
|
||||
appsettings.secrets.json
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||||
*.pfx
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||||
|
||||
# Local task tracking
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||||
TODO.txt
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TODO.txt.bak
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||||
@@ -1,226 +0,0 @@
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||||
Shop Management App TO DO List
|
||||
==============================
|
||||
-Add feature to prep for events where we can generate coupons or gift certificates in bulk
|
||||
|
||||
Duplication refactor memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
|
||||
|
||||
Current memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
|
||||
|
||||
|
||||
|
||||
-Google review request email after a job
|
||||
-Check my ChatGPT chat about surface area for a few solid ideas for the system
|
||||
-Fix up approve/decline messages between customer and user on quote approval feature
|
||||
|
||||
Done and need testing
|
||||
=====================
|
||||
-Add sorting to all grids
|
||||
-Add searching to all grids
|
||||
-Add Workers to the system
|
||||
-Allow jobs to be assigned to workers
|
||||
-Add Shop Job Board display to show in the shop
|
||||
-Added quick edits on a few pages
|
||||
-Fix job page customer drop down. It's only showing business names and not individuals
|
||||
-Add country drop down on customer edit and add pages
|
||||
-Conver customer once quote accepted not complete
|
||||
-Add Dashboard page
|
||||
-Low Inventory Warnings display
|
||||
-Overdue jobs
|
||||
-Todays Jobs
|
||||
-new quote button on customer page doesnt pre-select customer
|
||||
-Add customer job history page
|
||||
-Profiles can now change from a light theme to a dark theme as well as other appearance changes
|
||||
-Date format can be customized per profile
|
||||
-Timezone can now be changed per profile
|
||||
-Have company logos stored in the database with the other company information
|
||||
-Add Company Name under Logo in navbar
|
||||
-Make logo bigger
|
||||
-Update create quote page to show names of individual customers or company name depending on which type it is
|
||||
-Validate that the company has entered operating costs before allowing the quote page to be loaded
|
||||
-Make phone number and contact required on quotes for new prospects
|
||||
-Move the create quote button to the right side of the screen to be consistent with other pages
|
||||
-Add setting for tax exempt on customer
|
||||
-Added tax certificate upload as well
|
||||
-Add shop minimum to quoting system and company settings
|
||||
-Add Rush Job Fee (customizable in company settings)
|
||||
-Add ability to quick change the status on the job listing and record who changed the status.
|
||||
-Deactivating company should NOT allow any users to login at all.
|
||||
-Allow superadmins to create company users/managers
|
||||
-Add a print quote button
|
||||
-Add a download PDF button for quotes
|
||||
-When adding users, also create worker records
|
||||
-Add quick update to all view pages
|
||||
-Add Mobile layouts
|
||||
-Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
|
||||
-Add ability to upload job photos
|
||||
-Allow photo uploads for jobs before and after photos
|
||||
-Added Log Viewer
|
||||
-Added Seed Data option for super admins that will assist during testing
|
||||
-Add an item list with prices for repeat parts and such
|
||||
-Add manual data seeding that super admins can use to seed a company one at a time if needed
|
||||
-Add Log Viewer for Super Admins
|
||||
-Quotes cleaned up quite a bit and calculations and style changed
|
||||
-Approving a Quote will now auto-create a Job and link back to the quote it came from.
|
||||
-Job Items now appear on the Job Screen with the line items from the quote
|
||||
-Job items can be edited
|
||||
-Add a way to convert a quote into a job
|
||||
-Add multiple item types to add to a quote
|
||||
1. Pre-Defined item that we can choose from our product list
|
||||
2. Batch items where we enter the square footage manually as well as the quantity
|
||||
-Add Quickbooks import for customers and price lists (Desktop and Online)
|
||||
-Custom Order Powder not saving or displaying properly on quuote page
|
||||
-Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
|
||||
-Add Randomizer Wheel
|
||||
-Add Quickbooks format export for
|
||||
-Customers
|
||||
-Product Catalog
|
||||
-Invoices
|
||||
-Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
|
||||
-Add a Shop Supplies operating cost that will be used on quote calculations
|
||||
-Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up.
|
||||
-Update everywhere that uses tax rate to read and use this setting
|
||||
-Add ability to export a full price list for known items
|
||||
-Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
|
||||
-Update the inventory screen to not duplicate color name fields and the like
|
||||
-Add option for metric system
|
||||
-Add Bulk Upload for
|
||||
-Powder
|
||||
-Product Catalog
|
||||
-Customer Data
|
||||
-Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
|
||||
-Allow shops to put employee days off on the calendar as well
|
||||
-Fix and Verify user permissions are honored
|
||||
-Run a full security check on the application
|
||||
-Add support for multi stage coatings on an item
|
||||
-Fix Seed Data routines to track errors better and continue past error imports
|
||||
-Add ability to complete a job and enter actual time and materials used
|
||||
-Add export for all data to CSV format
|
||||
-Check calendar resizing with the browser. It's off a bit
|
||||
-Add ability to apply discounts
|
||||
-Remove powder from inventory when completeing a job
|
||||
-Add color change ability for appointment types
|
||||
-Add code to honor the rush charge on a quote
|
||||
-Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
|
||||
-Add ability to add sq ft to product catalog item for powder estimation
|
||||
-Add better UX design for validation errors and such
|
||||
Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box
|
||||
- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"
|
||||
Option 2: Add inline validation (more complex)
|
||||
- Show error messages right next to the problematic field
|
||||
- Better UX but requires adding validation spans to dynamic fields
|
||||
|
||||
Option 3: Toast notifications (requires new library/code)
|
||||
- Modern popup notifications for success/error messages
|
||||
- Would need to add a toast library (like Toastr) and wire it up
|
||||
-Add Import/Export for Company Settings
|
||||
-Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
|
||||
-Allow recurring scheduled maintenance
|
||||
-Let's show scheduled maintenence on the job schedule as well. At the top of the screen
|
||||
-Make sure maintenence shows on the calendar list view.
|
||||
-Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
|
||||
-Add support for multiple ovens in operating costs
|
||||
-Display oven selected on quote and job detail pages
|
||||
-Allow user to choose an oven on a quote, and have it follow through to a job
|
||||
-Check for any old and outdated code and DB fields!
|
||||
-Add ability to email a quote
|
||||
-Add email capabilities
|
||||
-Add search on super admin companies screen
|
||||
-Set limits on job photos per app tier
|
||||
-Check subscription signup page to make sure the selected subscription is actually saved.
|
||||
-Don't seed the product catalog on a new user
|
||||
-Check to make sure subscription page has quotes and all fields on it
|
||||
-Allow customizing of the quote sheets and invoices (If we do them)
|
||||
-Add feature to allow username changes
|
||||
-Fix quickbooks imports based on files Colton sent
|
||||
-Add thicker border around input fields to signify they are text boxes
|
||||
-Check to make sure emails get sent when a quote is created
|
||||
-Add buttons to send emails manually if needed
|
||||
-Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
|
||||
-Add ability to modify items on jobs
|
||||
-Swap quoting page to use modals to add items to segregate it a bit better.
|
||||
-Build account ledger/transaction summary view
|
||||
-Add security for financial pages
|
||||
-Allow opening balances for accounts
|
||||
-Create P&L and other reports
|
||||
-Allow receipet upload on expenses and bills
|
||||
-Download PDF for invoices throws and error
|
||||
-Emailing invoice doesn't seem to trigger
|
||||
-When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
|
||||
-When doing anything that sends mail, prompt the user to alert them a message will be sent
|
||||
-Create a setup wizard for new users that will walk through system setup. Allow re-running later.
|
||||
-Check Workflow steps in wizard, might need adjusting
|
||||
-Account Summary, use permanent alert for info message at bottom
|
||||
-Add steps so that the new user can customize the data lookups and re-order them
|
||||
-Reorder menu to work better
|
||||
-Add ability to print a job invoice once completed
|
||||
-Add ability to email a job invoice
|
||||
-Integrate invoicing/billing/reports
|
||||
-Add customer portal to approve quotes from a link for now. We can do a full login later.
|
||||
-Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
|
||||
-Add tagging options for quotes and jobs (user driven)
|
||||
-Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good
|
||||
description of WHY the user should add some tags though.
|
||||
-Inventory forecasting might be worth looking into
|
||||
-Build some AI powder usage predictions into the system
|
||||
-AI Production Scheduling - Batching enough parts together to fill the oven automagically
|
||||
-Update dashboard to show some $$$ fields
|
||||
-Update Setup Wizard
|
||||
-Update the Setup Checklist
|
||||
-Modify system to keep running balances of all accounts
|
||||
- Make sure ALL job updates refresh the Shop Display
|
||||
-Add multiple item types to add to a quote
|
||||
AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
|
||||
-Integration with stripe or square to accept online paymens from our users customers.
|
||||
-AI Assistant for help
|
||||
-Allow customer filtering on quotes and jobs
|
||||
-New job page blanks when validation fails
|
||||
-Can we keep track of which users have completed the setup wizard?
|
||||
-Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in.
|
||||
-Allow printing blank work orders (model after the SCP Powder Coating blank work order)
|
||||
-IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
|
||||
-Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
|
||||
-Add images to product catalog items for easily identification of parts
|
||||
-Look into possibly having AI scan a product catalog and suggest prices for items.
|
||||
-Add Oven and Add Blasting Setup don't work in Setup Wizard
|
||||
-When scanning inventory QR Code, there is no cancel button
|
||||
-Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
|
||||
-Add SMS capabilities
|
||||
-Lookup not working 100% correct. If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
|
||||
-Lookup Modal not showing ALL matches. Maybe make scrollable
|
||||
-Pickup cure information from TDS Sheet if not found by AI Search
|
||||
-ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible. It's not clear that new info has been added to the modal for all customers
|
||||
-Inventory Lookup not always finding price for Columbia Coatings
|
||||
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
|
||||
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
|
||||
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
|
||||
|
||||
5/7/2026
|
||||
-When editing a job/quote item from catalog, pre-select the item chosen please
|
||||
-Move buttons to right side of job details page
|
||||
-When completing a job, pull in powder usage already entered
|
||||
-Fix invoice due date to match terms selected
|
||||
-Invoice Status should not show on PDF unless PAID
|
||||
-If we start with a job, shop supplies is not being added to the items
|
||||
-If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
|
||||
-Customer approval page doesn't show all charges (Oven time missing?)
|
||||
-Time Logging default user to logged in user
|
||||
-Add Print Invoice button or allow viewing the PDF
|
||||
-If an invoice is voided, I cant create a new one from a job. Show voided invoice as history, but allow creating a new one.
|
||||
-If a completed job is changed after an invoice is created, we need to update the invoice. Also need to be able to modify an invoice to add a discount or similar after it's created
|
||||
-Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
|
||||
-Support entering multiple email addresses (comma seperated) in each field
|
||||
-If no email on file, then prompt for address to send to.
|
||||
-When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
|
||||
-When choosing a prospect for a quote, we need way to consent and enable SMS for them
|
||||
|
||||
Ideas Removed
|
||||
=======================
|
||||
-Add Deactivate Customer button on Customer Detail page
|
||||
|
||||
|
||||
Logins:
|
||||
rich@r2r.com/Ragz2Richs123!
|
||||
|
||||
rich@cannon.com/Cannon123!
|
||||
-226
@@ -1,226 +0,0 @@
|
||||
Shop Management App TO DO List
|
||||
==============================
|
||||
-When editing a job/quote item from catalog, pre-select the item chosen please
|
||||
-Move buttons to right side of job details page
|
||||
-When completing a job, pull in powder usage already entered
|
||||
-Fix invoice due date to match terms selected
|
||||
-Invoice Status should not show on PDF unless PAID
|
||||
-If we start with a job, shop supplies is not being added to the items
|
||||
-If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
|
||||
-Customer approval page doesn't show all charges (Oven time missing?)
|
||||
-Time Logging default user to logged in user
|
||||
-Add Print Invoice button or allow viewing the PDF
|
||||
-If an invoice is voided, I cant create a new one from a job. Show voided invoice as history, but allow creating a new one.
|
||||
-If a completed job is changed after an invoice is created, we need to update the invoice. Also need to be able to modify an invoice to add a discount or similar after it's created
|
||||
-Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
|
||||
-Support entering multiple email addresses (comma seperated) in each field
|
||||
-If no email on file, then prompt for address to send to.
|
||||
-When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
|
||||
-When choosing a prospect for a quote, we need way to consent and enable SMS for them
|
||||
|
||||
|
||||
|
||||
|
||||
Duplication refactor memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
|
||||
|
||||
Current memory
|
||||
C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
|
||||
|
||||
|
||||
|
||||
-Google review request email after a job
|
||||
-Check my ChatGPT chat about surface area for a few solid ideas for the system
|
||||
-Fix up approve/decline messages between customer and user on quote approval feature
|
||||
|
||||
Done and need testing
|
||||
=====================
|
||||
-Add sorting to all grids
|
||||
-Add searching to all grids
|
||||
-Add Workers to the system
|
||||
-Allow jobs to be assigned to workers
|
||||
-Add Shop Job Board display to show in the shop
|
||||
-Added quick edits on a few pages
|
||||
-Fix job page customer drop down. It's only showing business names and not individuals
|
||||
-Add country drop down on customer edit and add pages
|
||||
-Conver customer once quote accepted not complete
|
||||
-Add Dashboard page
|
||||
-Low Inventory Warnings display
|
||||
-Overdue jobs
|
||||
-Todays Jobs
|
||||
-new quote button on customer page doesnt pre-select customer
|
||||
-Add customer job history page
|
||||
-Profiles can now change from a light theme to a dark theme as well as other appearance changes
|
||||
-Date format can be customized per profile
|
||||
-Timezone can now be changed per profile
|
||||
-Have company logos stored in the database with the other company information
|
||||
-Add Company Name under Logo in navbar
|
||||
-Make logo bigger
|
||||
-Update create quote page to show names of individual customers or company name depending on which type it is
|
||||
-Validate that the company has entered operating costs before allowing the quote page to be loaded
|
||||
-Make phone number and contact required on quotes for new prospects
|
||||
-Move the create quote button to the right side of the screen to be consistent with other pages
|
||||
-Add setting for tax exempt on customer
|
||||
-Added tax certificate upload as well
|
||||
-Add shop minimum to quoting system and company settings
|
||||
-Add Rush Job Fee (customizable in company settings)
|
||||
-Add ability to quick change the status on the job listing and record who changed the status.
|
||||
-Deactivating company should NOT allow any users to login at all.
|
||||
-Allow superadmins to create company users/managers
|
||||
-Add a print quote button
|
||||
-Add a download PDF button for quotes
|
||||
-When adding users, also create worker records
|
||||
-Add quick update to all view pages
|
||||
-Add Mobile layouts
|
||||
-Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
|
||||
-Add ability to upload job photos
|
||||
-Allow photo uploads for jobs before and after photos
|
||||
-Added Log Viewer
|
||||
-Added Seed Data option for super admins that will assist during testing
|
||||
-Add an item list with prices for repeat parts and such
|
||||
-Add manual data seeding that super admins can use to seed a company one at a time if needed
|
||||
-Add Log Viewer for Super Admins
|
||||
-Quotes cleaned up quite a bit and calculations and style changed
|
||||
-Approving a Quote will now auto-create a Job and link back to the quote it came from.
|
||||
-Job Items now appear on the Job Screen with the line items from the quote
|
||||
-Job items can be edited
|
||||
-Add a way to convert a quote into a job
|
||||
-Add multiple item types to add to a quote
|
||||
1. Pre-Defined item that we can choose from our product list
|
||||
2. Batch items where we enter the square footage manually as well as the quantity
|
||||
-Add Quickbooks import for customers and price lists (Desktop and Online)
|
||||
-Custom Order Powder not saving or displaying properly on quuote page
|
||||
-Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
|
||||
-Add Randomizer Wheel
|
||||
-Add Quickbooks format export for
|
||||
-Customers
|
||||
-Product Catalog
|
||||
-Invoices
|
||||
-Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
|
||||
-Add a Shop Supplies operating cost that will be used on quote calculations
|
||||
-Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up.
|
||||
-Update everywhere that uses tax rate to read and use this setting
|
||||
-Add ability to export a full price list for known items
|
||||
-Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
|
||||
-Update the inventory screen to not duplicate color name fields and the like
|
||||
-Add option for metric system
|
||||
-Add Bulk Upload for
|
||||
-Powder
|
||||
-Product Catalog
|
||||
-Customer Data
|
||||
-Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
|
||||
-Allow shops to put employee days off on the calendar as well
|
||||
-Fix and Verify user permissions are honored
|
||||
-Run a full security check on the application
|
||||
-Add support for multi stage coatings on an item
|
||||
-Fix Seed Data routines to track errors better and continue past error imports
|
||||
-Add ability to complete a job and enter actual time and materials used
|
||||
-Add export for all data to CSV format
|
||||
-Check calendar resizing with the browser. It's off a bit
|
||||
-Add ability to apply discounts
|
||||
-Remove powder from inventory when completeing a job
|
||||
-Add color change ability for appointment types
|
||||
-Add code to honor the rush charge on a quote
|
||||
-Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
|
||||
-Add ability to add sq ft to product catalog item for powder estimation
|
||||
-Add better UX design for validation errors and such
|
||||
Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box
|
||||
- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"
|
||||
Option 2: Add inline validation (more complex)
|
||||
- Show error messages right next to the problematic field
|
||||
- Better UX but requires adding validation spans to dynamic fields
|
||||
|
||||
Option 3: Toast notifications (requires new library/code)
|
||||
- Modern popup notifications for success/error messages
|
||||
- Would need to add a toast library (like Toastr) and wire it up
|
||||
-Add Import/Export for Company Settings
|
||||
-Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
|
||||
-Allow recurring scheduled maintenance
|
||||
-Let's show scheduled maintenence on the job schedule as well. At the top of the screen
|
||||
-Make sure maintenence shows on the calendar list view.
|
||||
-Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
|
||||
-Add support for multiple ovens in operating costs
|
||||
-Display oven selected on quote and job detail pages
|
||||
-Allow user to choose an oven on a quote, and have it follow through to a job
|
||||
-Check for any old and outdated code and DB fields!
|
||||
-Add ability to email a quote
|
||||
-Add email capabilities
|
||||
-Add search on super admin companies screen
|
||||
-Set limits on job photos per app tier
|
||||
-Check subscription signup page to make sure the selected subscription is actually saved.
|
||||
-Don't seed the product catalog on a new user
|
||||
-Check to make sure subscription page has quotes and all fields on it
|
||||
-Allow customizing of the quote sheets and invoices (If we do them)
|
||||
-Add feature to allow username changes
|
||||
-Fix quickbooks imports based on files Colton sent
|
||||
-Add thicker border around input fields to signify they are text boxes
|
||||
-Check to make sure emails get sent when a quote is created
|
||||
-Add buttons to send emails manually if needed
|
||||
-Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
|
||||
-Add ability to modify items on jobs
|
||||
-Swap quoting page to use modals to add items to segregate it a bit better.
|
||||
-Build account ledger/transaction summary view
|
||||
-Add security for financial pages
|
||||
-Allow opening balances for accounts
|
||||
-Create P&L and other reports
|
||||
-Allow receipet upload on expenses and bills
|
||||
-Download PDF for invoices throws and error
|
||||
-Emailing invoice doesn't seem to trigger
|
||||
-When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
|
||||
-When doing anything that sends mail, prompt the user to alert them a message will be sent
|
||||
-Create a setup wizard for new users that will walk through system setup. Allow re-running later.
|
||||
-Check Workflow steps in wizard, might need adjusting
|
||||
-Account Summary, use permanent alert for info message at bottom
|
||||
-Add steps so that the new user can customize the data lookups and re-order them
|
||||
-Reorder menu to work better
|
||||
-Add ability to print a job invoice once completed
|
||||
-Add ability to email a job invoice
|
||||
-Integrate invoicing/billing/reports
|
||||
-Add customer portal to approve quotes from a link for now. We can do a full login later.
|
||||
-Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
|
||||
-Add tagging options for quotes and jobs (user driven)
|
||||
-Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good
|
||||
description of WHY the user should add some tags though.
|
||||
-Inventory forecasting might be worth looking into
|
||||
-Build some AI powder usage predictions into the system
|
||||
-AI Production Scheduling - Batching enough parts together to fill the oven automagically
|
||||
-Update dashboard to show some $$$ fields
|
||||
-Update Setup Wizard
|
||||
-Update the Setup Checklist
|
||||
-Modify system to keep running balances of all accounts
|
||||
- Make sure ALL job updates refresh the Shop Display
|
||||
-Add multiple item types to add to a quote
|
||||
AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
|
||||
-Integration with stripe or square to accept online paymens from our users customers.
|
||||
-AI Assistant for help
|
||||
-Allow customer filtering on quotes and jobs
|
||||
-New job page blanks when validation fails
|
||||
-Can we keep track of which users have completed the setup wizard?
|
||||
-Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in.
|
||||
-Allow printing blank work orders (model after the SCP Powder Coating blank work order)
|
||||
-IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
|
||||
-Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
|
||||
-Add images to product catalog items for easily identification of parts
|
||||
-Look into possibly having AI scan a product catalog and suggest prices for items.
|
||||
-Add Oven and Add Blasting Setup don't work in Setup Wizard
|
||||
-When scanning inventory QR Code, there is no cancel button
|
||||
-Bug: When scanning Inventory QR Code, if not logged in...it takes you to the dashboard after login, not our inventory scanning screen
|
||||
-Add SMS capabilities
|
||||
-Lookup not working 100% correct. If I type columbia as the manufacturer and a color name....it's finding blackmamba from prismatic incorrectly.
|
||||
-Lookup Modal not showing ALL matches. Maybe make scrollable
|
||||
-Pickup cure information from TDS Sheet if not found by AI Search
|
||||
-ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible. It's not clear that new info has been added to the modal for all customers
|
||||
-Inventory Lookup not always finding price for Columbia Coatings
|
||||
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
|
||||
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
|
||||
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
|
||||
|
||||
Ideas Removed
|
||||
=======================
|
||||
-Add Deactivate Customer button on Customer Detail page
|
||||
|
||||
|
||||
Logins:
|
||||
rich@r2r.com/Ragz2Richs123!
|
||||
|
||||
rich@cannon.com/Cannon123!
|
||||
@@ -112,6 +112,7 @@ namespace PowderCoating.Application.DTOs.Company
|
||||
|
||||
// Labor Rates
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
public decimal AdditionalCoatLaborPercent { get; set; }
|
||||
|
||||
// Equipment Operating Costs
|
||||
@@ -185,6 +186,10 @@ namespace PowderCoating.Application.DTOs.Company
|
||||
[Display(Name = "Standard Labor Rate ($/hr)")]
|
||||
public decimal StandardLaborRate { get; set; }
|
||||
|
||||
[Range(0, 10000, ErrorMessage = "Labor cost rate must be between 0 and 10,000")]
|
||||
[Display(Name = "Shop Labor Cost Rate ($/hr)")]
|
||||
public decimal? LaborCostPerHour { get; set; }
|
||||
|
||||
[Range(0, 100, ErrorMessage = "Additional coat labor percent must be between 0 and 100")]
|
||||
[Display(Name = "Additional Coat Labor (%)")]
|
||||
public decimal AdditionalCoatLaborPercent { get; set; } = 30m;
|
||||
|
||||
@@ -1,28 +0,0 @@
|
||||
using CsvHelper.Configuration.Attributes;
|
||||
|
||||
namespace PowderCoating.Application.DTOs.Import;
|
||||
|
||||
/// <summary>
|
||||
/// DTO for importing shop workers from CSV files.
|
||||
/// Valid Role values: GeneralLabor, Sandblaster, Coater, Masker, QualityControl, OvenOperator, Supervisor, Maintenance
|
||||
/// </summary>
|
||||
public class ShopWorkerImportDto
|
||||
{
|
||||
[Name("Name")]
|
||||
public string Name { get; set; } = string.Empty;
|
||||
|
||||
[Name("Role")]
|
||||
public string Role { get; set; } = "GeneralLabor";
|
||||
|
||||
[Name("Phone")]
|
||||
public string? Phone { get; set; }
|
||||
|
||||
[Name("Email")]
|
||||
public string? Email { get; set; }
|
||||
|
||||
[Name("IsActive")]
|
||||
public bool? IsActive { get; set; }
|
||||
|
||||
[Name("Notes")]
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
@@ -389,7 +389,7 @@ 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 +400,10 @@ 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; }
|
||||
}
|
||||
|
||||
|
||||
@@ -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();
|
||||
|
||||
@@ -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);
|
||||
@@ -42,6 +60,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="JobItemCoat"/> records from the coat DTOs in the quote wizard form.
|
||||
/// PowderToOrder is recalculated server-side here (not trusted from the form) using surface area,
|
||||
/// quantity, coverage, and transfer efficiency — the wizard's displayed value is for UI only.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemCoat> CreateJobItemCoats(CreateQuoteItemDto source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -70,6 +93,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="JobItemPrepService"/> records (sandblasting, masking, etc.) from the
|
||||
/// quote wizard DTO. These are per-item prep steps with individual time estimates that feed
|
||||
/// labor cost calculations and shop floor instructions.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(CreateQuoteItemDto source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -85,6 +113,13 @@ 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);
|
||||
@@ -128,6 +163,12 @@ 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);
|
||||
@@ -160,6 +201,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Copies prep service records from a <see cref="QuoteItem"/> to a new job item during quote-to-job conversion.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(QuoteItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -175,6 +219,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Creates a new <see cref="JobItem"/> by cloning an existing one — used for job templates
|
||||
/// and rework duplication where an existing job line is reused on a new job.
|
||||
/// Prices are copied as-is from the source; the job controller is responsible for repricing
|
||||
/// if operating costs have changed since the original job was created.
|
||||
/// </summary>
|
||||
public JobItem CreateJobItem(JobItem source, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -214,6 +264,11 @@ 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);
|
||||
@@ -242,6 +297,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Clones prep service records from an existing <see cref="JobItem"/> onto a new job item.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(JobItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -257,6 +315,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItem"/> creation paths.
|
||||
/// Centralised here so that adding a new field only requires one code change, not three.
|
||||
/// </summary>
|
||||
private static JobItem BuildJobItem(JobItemSeed seed, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return new JobItem
|
||||
@@ -293,6 +355,9 @@ 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
|
||||
@@ -315,6 +380,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItemPrepService"/> creation paths.
|
||||
/// Returns an empty list (not null) when <paramref name="seeds"/> is null so callers
|
||||
/// can safely iterate without a null check.
|
||||
/// </summary>
|
||||
private static IReadOnlyList<JobItemPrepService> BuildJobItemPrepServices(IEnumerable<JobItemPrepServiceSeed>? seeds, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return seeds?
|
||||
@@ -330,6 +400,18 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Returns the pounds of powder needed to coat a batch, preferring the pre-stored value
|
||||
/// (which the user may have manually adjusted in the wizard) over a fresh recalculation.
|
||||
///
|
||||
/// Formula: (surfaceAreaSqFt × quantity) ÷ (coverageSqFtPerLb × transferEfficiency)
|
||||
///
|
||||
/// Industry defaults are applied when catalog data is missing:
|
||||
/// - Coverage: 30 sqft/lb (typical for standard powder at 2–3 mil DFT)
|
||||
/// - Transfer efficiency: 65% (industry average for electrostatic spray)
|
||||
/// These are conservative defaults that slightly overestimate powder needed — intentional,
|
||||
/// so the shop doesn't run short on a job.
|
||||
/// </summary>
|
||||
private static decimal? CalculatePowderToOrder(decimal? storedPowderToOrder, decimal surfaceAreaSqFt, decimal quantity, decimal coverageSqFtPerLb, decimal transferEfficiency)
|
||||
{
|
||||
if (storedPowderToOrder.HasValue && storedPowderToOrder.Value > 0)
|
||||
@@ -343,6 +425,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
return Math.Round((surfaceAreaSqFt * quantity) / (coverage * efficiency), 2);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Resolves the display appearance (color name, code, finish) for a coat, preferring the linked
|
||||
/// <see cref="InventoryItem"/>'s values over whatever was typed into the quote form.
|
||||
/// The inventory record is the canonical source of truth — the form values are used as a fallback
|
||||
/// only when no inventory item is linked (e.g. custom/one-off powder).
|
||||
/// </summary>
|
||||
private static (string? ColorName, string? ColorCode, string? Finish) ResolveCoatAppearance(
|
||||
string? colorName,
|
||||
string? colorCode,
|
||||
@@ -355,6 +443,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
return (inventoryItem.Name, inventoryItem.ColorCode, inventoryItem.Finish);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Intermediate value object that normalises the three different source types
|
||||
/// (DTO, QuoteItem, JobItem) into a single shape before the shared BuildJobItem factory method.
|
||||
/// Using a seed class prevents subtle bugs where an overload forgets to map a new field.
|
||||
/// </summary>
|
||||
private sealed class JobItemSeed
|
||||
{
|
||||
public string Description { get; init; } = string.Empty;
|
||||
@@ -385,6 +478,7 @@ 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;
|
||||
@@ -401,6 +495,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
public string? Notes { 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; }
|
||||
|
||||
@@ -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;
|
||||
@@ -25,6 +39,11 @@ 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);
|
||||
@@ -56,6 +75,12 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
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,
|
||||
@@ -80,6 +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)
|
||||
@@ -127,6 +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)
|
||||
@@ -158,6 +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)
|
||||
@@ -175,6 +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
|
||||
@@ -204,6 +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
|
||||
@@ -225,6 +270,10 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
};
|
||||
}
|
||||
|
||||
/// <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;
|
||||
@@ -234,6 +283,13 @@ 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;
|
||||
@@ -247,6 +303,23 @@ 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; }
|
||||
|
||||
@@ -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;
|
||||
|
||||
@@ -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
|
||||
}
|
||||
|
||||
@@ -1,18 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Core.Entities;
|
||||
|
||||
public class ShopWorker : BaseEntity
|
||||
{
|
||||
public string Name { get; set; } = string.Empty;
|
||||
public ShopWorkerRole Role { get; set; } = ShopWorkerRole.GeneralLabor;
|
||||
public string? Phone { get; set; }
|
||||
public string? Email { get; set; }
|
||||
public bool IsActive { get; set; } = true;
|
||||
public string? Notes { get; set; }
|
||||
|
||||
// Relationships
|
||||
public virtual ICollection<Job> AssignedJobs { get; set; } = new List<Job>();
|
||||
public virtual ICollection<MaintenanceRecord> AssignedMaintenanceTasks { get; set; } = new List<MaintenanceRecord>();
|
||||
public virtual ICollection<JobTimeEntry> TimeEntries { get; set; } = new List<JobTimeEntry>();
|
||||
}
|
||||
@@ -1,15 +0,0 @@
|
||||
using PowderCoating.Core.Enums;
|
||||
|
||||
namespace PowderCoating.Core.Entities;
|
||||
|
||||
/// <summary>
|
||||
/// Optional per-role labor cost rate for job costing / profitability calculations.
|
||||
/// If no rate is set for a role, the company's StandardLaborRate is used as fallback.
|
||||
/// </summary>
|
||||
public class ShopWorkerRoleCost : BaseEntity
|
||||
{
|
||||
public ShopWorkerRole Role { get; set; }
|
||||
|
||||
/// <summary>Cost (pay rate) per hour for this role — used in job costing, NOT billing.</summary>
|
||||
public decimal HourlyRate { get; set; }
|
||||
}
|
||||
@@ -78,17 +78,6 @@ public enum EquipmentStatus
|
||||
Retired = 4
|
||||
}
|
||||
|
||||
public enum ShopWorkerRole
|
||||
{
|
||||
GeneralLabor = 0,
|
||||
Sandblaster = 1,
|
||||
Coater = 2,
|
||||
Masker = 3,
|
||||
QualityControl = 4,
|
||||
OvenOperator = 5,
|
||||
Supervisor = 6,
|
||||
Maintenance = 7
|
||||
}
|
||||
|
||||
public enum JobPhotoType
|
||||
{
|
||||
|
||||
@@ -54,9 +54,7 @@ public interface IUnitOfWork : IDisposable
|
||||
IRepository<AppointmentStatusLookup> AppointmentStatusLookups { get; }
|
||||
IRepository<AppointmentTypeLookup> AppointmentTypeLookups { get; }
|
||||
IRepository<PrepService> PrepServices { get; }
|
||||
IRepository<ShopWorker> ShopWorkers { get; }
|
||||
IRepository<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; }
|
||||
IRepository<ReworkRecord> ReworkRecords { get; }
|
||||
IRepository<ReworkRecord> ReworkRecords { get; }
|
||||
IRepository<Refund> Refunds { get; }
|
||||
IRepository<CreditMemo> CreditMemos { get; }
|
||||
IRepository<CreditMemoApplication> CreditMemoApplications { get; }
|
||||
|
||||
@@ -92,7 +92,11 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
if (companyIdClaim != null && int.TryParse(companyIdClaim, out int companyId))
|
||||
return companyId;
|
||||
|
||||
return null;
|
||||
// Authenticated but CompanyId claim is missing or invalid.
|
||||
// Return 0 (never a real company ID) so the global filter generates
|
||||
// "CompanyId = 0" which matches nothing — prevents null-comparison
|
||||
// ambiguity from leaking cross-tenant rows.
|
||||
return 0;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -129,8 +133,11 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
{
|
||||
get
|
||||
{
|
||||
// No HTTP context means background service, hosted service, or unit test — bypass tenant filter
|
||||
if (_httpContextAccessor?.HttpContext == null) return true;
|
||||
if (!IsSuperAdmin) return false;
|
||||
return CurrentCompanyId == null || CurrentCompanyId == 1;
|
||||
// CompanyId == 0 means no claim was present (break-glass / test SuperAdmins) — treat as platform admin
|
||||
return CurrentCompanyId == null || CurrentCompanyId == 0 || CurrentCompanyId == 1;
|
||||
}
|
||||
}
|
||||
|
||||
@@ -205,11 +212,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
public DbSet<MaintenanceRecord> MaintenanceRecords { get; set; }
|
||||
/// <summary>Supplier/vendor records used by Purchasing and Accounts Payable; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<Vendor> Vendors { get; set; }
|
||||
/// <summary>Shop worker profiles with role assignments; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<ShopWorker> ShopWorkers { get; set; }
|
||||
/// <summary>Per-role labour cost rates used in pricing calculations; unique index on (CompanyId, Role).</summary>
|
||||
public DbSet<ShopWorkerRoleCost> ShopWorkerRoleCosts { get; set; }
|
||||
/// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
|
||||
/// <summary>Rework records tracking quality failures and remediation work against a job; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<ReworkRecord> ReworkRecords { get; set; }
|
||||
/// <summary>Customer refund records; tenant-filtered with soft delete.</summary>
|
||||
public DbSet<Refund> Refunds { get; set; }
|
||||
@@ -530,11 +533,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<JobStatusHistory>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ShopWorker>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ShopWorkerRoleCost>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
|
||||
modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
modelBuilder.Entity<Refund>().HasQueryFilter(e =>
|
||||
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
|
||||
@@ -1314,12 +1313,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
.HasForeignKey(m => m.PerformedById)
|
||||
.OnDelete(DeleteBehavior.SetNull);
|
||||
|
||||
// ShopWorker relationships
|
||||
modelBuilder.Entity<ShopWorker>()
|
||||
.HasOne<Company>()
|
||||
.WithMany(c => c.ShopWorkers)
|
||||
.HasForeignKey(e => e.CompanyId)
|
||||
.OnDelete(DeleteBehavior.Restrict);
|
||||
|
||||
|
||||
modelBuilder.Entity<Job>()
|
||||
.HasOne(j => j.AssignedUser)
|
||||
@@ -1393,10 +1387,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
modelBuilder.Entity<PricingTier>()
|
||||
.HasIndex(p => p.CompanyId);
|
||||
|
||||
modelBuilder.Entity<ShopWorker>()
|
||||
.HasIndex(w => w.CompanyId);
|
||||
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
.HasIndex(c => c.CompanyId);
|
||||
|
||||
modelBuilder.Entity<CatalogCategory>()
|
||||
@@ -1431,12 +1422,7 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_Jobs_CompanyId_JobNumber");
|
||||
|
||||
modelBuilder.Entity<ShopWorkerRoleCost>()
|
||||
.HasIndex(r => new { r.CompanyId, r.Role })
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_ShopWorkerRoleCosts_CompanyId_Role");
|
||||
|
||||
modelBuilder.Entity<Job>()
|
||||
modelBuilder.Entity<Job>()
|
||||
.Property(j => j.ShopAccessCode)
|
||||
.HasDefaultValueSql("NEWID()");
|
||||
|
||||
|
||||
@@ -21,7 +21,7 @@ public class AuditInterceptor : SaveChangesInterceptor
|
||||
private static readonly HashSet<string> AuditedTypes = new(StringComparer.Ordinal)
|
||||
{
|
||||
nameof(Customer), nameof(Job), nameof(Quote), nameof(Equipment),
|
||||
nameof(MaintenanceRecord), nameof(Vendor), nameof(ShopWorker),
|
||||
nameof(MaintenanceRecord), nameof(Vendor),
|
||||
nameof(InventoryItem), nameof(Company),
|
||||
// Financial entities
|
||||
nameof(Invoice), nameof(Payment), nameof(Bill), nameof(BillPayment),
|
||||
|
||||
Generated
+10784
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,81 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddLaborCostPerHour : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "LaborCostPerHour",
|
||||
table: "CompanyOperatingCosts",
|
||||
type: "decimal(18,2)",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.AddColumn<decimal>(
|
||||
name: "LaborCostPerHour",
|
||||
table: "AspNetUsers",
|
||||
type: "decimal(18,2)",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "LaborCostPerHour",
|
||||
table: "CompanyOperatingCosts");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "LaborCostPerHour",
|
||||
table: "AspNetUsers");
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852));
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -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");
|
||||
|
||||
@@ -2075,6 +2078,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<decimal?>("LaborCostPerHour")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<int>("MonthlyBillableHours")
|
||||
.HasColumnType("int");
|
||||
|
||||
@@ -6714,7 +6720,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 1,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845),
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131),
|
||||
Description = "Standard pricing for regular customers",
|
||||
DiscountPercent = 0m,
|
||||
IsActive = true,
|
||||
@@ -6725,7 +6731,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 2,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850),
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137),
|
||||
Description = "5% discount for preferred customers",
|
||||
DiscountPercent = 5m,
|
||||
IsActive = true,
|
||||
@@ -6736,7 +6742,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 3,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852),
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138),
|
||||
Description = "10% discount for premium customers",
|
||||
DiscountPercent = 10m,
|
||||
IsActive = true,
|
||||
|
||||
@@ -171,7 +171,6 @@ public class JobRepository : Repository<Job>, IJobRepository
|
||||
.Include(j => j.JobItems.Where(i => !i.IsDeleted))
|
||||
.ThenInclude(i => i.Coats.Where(c => !c.IsDeleted))
|
||||
.Include(j => j.TimeEntries.Where(t => !t.IsDeleted))
|
||||
.ThenInclude(t => t.Worker)
|
||||
.AsNoTracking()
|
||||
.FirstOrDefaultAsync();
|
||||
}
|
||||
|
||||
@@ -81,7 +81,6 @@ public class UnitOfWork : IUnitOfWork
|
||||
private IRepository<AppointmentStatusLookup>? _appointmentStatusLookups;
|
||||
private IRepository<AppointmentTypeLookup>? _appointmentTypeLookups;
|
||||
private IRepository<PrepService>? _prepServices;
|
||||
private IRepository<ShopWorker>? _shopWorkers;
|
||||
|
||||
// Appointments
|
||||
private IRepository<Appointment>? _appointments;
|
||||
@@ -350,16 +349,7 @@ public class UnitOfWork : IUnitOfWork
|
||||
public IRepository<PrepService> PrepServices =>
|
||||
_prepServices ??= new Repository<PrepService>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ShopWorker"/> profiles with role assignments; tenant-filtered with soft delete.</summary>
|
||||
public IRepository<ShopWorker> ShopWorkers =>
|
||||
_shopWorkers ??= new Repository<ShopWorker>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ShopWorkerRoleCost"/> per-role labour cost rates; unique on (CompanyId, Role).</summary>
|
||||
private IRepository<ShopWorkerRoleCost>? _shopWorkerRoleCosts;
|
||||
public IRepository<ShopWorkerRoleCost> ShopWorkerRoleCosts =>
|
||||
_shopWorkerRoleCosts ??= new Repository<ShopWorkerRoleCost>(_context);
|
||||
|
||||
/// <summary>Repository for <see cref="ReworkRecord"/> quality-failure and remediation records; tenant-filtered with soft delete.</summary>
|
||||
/// <summary>Repository for <see cref="ReworkRecord"/> quality-failure and remediation records; tenant-filtered with soft delete.</summary>
|
||||
private IRepository<ReworkRecord>? _reworkRecords;
|
||||
public IRepository<ReworkRecord> ReworkRecords =>
|
||||
_reworkRecords ??= new Repository<ReworkRecord>(_context);
|
||||
|
||||
@@ -73,7 +73,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.NotificationTemplates.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Announcements.Where(x => x.TargetCompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.BugReports.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkers.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PrepServices.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
|
||||
// ── Tier 4: Company configs and lookup tables ─────────────────────────
|
||||
@@ -137,7 +136,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.PurchaseOrderItems.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.AiItemPredictions.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PowderUsageLogs.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkerRoleCosts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.OvenBatches.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Refunds.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.CreditMemos.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
@@ -160,7 +158,6 @@ public class CompanyDataPurgeService : ICompanyDataPurgeService
|
||||
await _context.OvenCosts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.Accounts.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.NotificationLogs.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.ShopWorkers.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.PrepServices.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.CatalogCategories.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
await _context.InventoryCategoryLookups.IgnoreQueryFilters().Where(x => x.CompanyId == companyId).ExecuteDeleteAsync();
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
using System.Globalization;
|
||||
using System.Globalization;
|
||||
using System.Text;
|
||||
using CsvHelper;
|
||||
using CsvHelper.Configuration;
|
||||
@@ -2164,168 +2164,6 @@ public class CsvImportService : ICsvImportService
|
||||
}
|
||||
|
||||
#endregion
|
||||
|
||||
#region Shop Worker Import
|
||||
|
||||
/// <summary>
|
||||
/// Generates a downloadable CSV template with two example shop worker rows covering different roles.
|
||||
/// Two rows help users see how Role values (Coater, Sandblaster, etc.) are expressed and remind
|
||||
/// them that Role is optional — the importer will default to GeneralLabor when it is omitted.
|
||||
/// </summary>
|
||||
public byte[] GenerateShopWorkerTemplate()
|
||||
{
|
||||
using var memoryStream = new MemoryStream();
|
||||
using var writer = new StreamWriter(memoryStream);
|
||||
using var csv = new CsvWriter(writer, new CsvConfiguration(CultureInfo.InvariantCulture));
|
||||
|
||||
csv.WriteHeader<ShopWorkerImportDto>();
|
||||
csv.NextRecord();
|
||||
|
||||
csv.WriteRecord(new ShopWorkerImportDto
|
||||
{
|
||||
Name = "John Doe",
|
||||
Role = "Coater",
|
||||
Phone = "555-1234",
|
||||
Email = "johndoe@example.com",
|
||||
IsActive = true,
|
||||
Notes = "Experienced powder coater"
|
||||
});
|
||||
csv.NextRecord();
|
||||
|
||||
csv.WriteRecord(new ShopWorkerImportDto
|
||||
{
|
||||
Name = "Jane Smith",
|
||||
Role = "Sandblaster",
|
||||
Phone = "555-5678",
|
||||
Email = "janesmith@example.com",
|
||||
IsActive = true,
|
||||
Notes = ""
|
||||
});
|
||||
csv.NextRecord();
|
||||
|
||||
writer.Flush();
|
||||
return memoryStream.ToArray();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Imports shop workers from a CSV stream using an upsert strategy keyed on worker Name.
|
||||
/// Like vendor import, this is intentionally an upsert rather than insert-only so that a
|
||||
/// company can re-import their HR list to update phone/email/role details without worrying
|
||||
/// about creating duplicates. Role is parsed case-insensitively with spaces stripped so that
|
||||
/// "General Labor" and "GeneralLabor" are both accepted; an unrecognised role falls back to
|
||||
/// GeneralLabor with a warning rather than failing the row.
|
||||
/// </summary>
|
||||
/// <param name="csvStream">Readable stream of CSV data (header row required).</param>
|
||||
/// <param name="companyId">Tenant company that will own newly inserted worker records.</param>
|
||||
public async Task<CsvImportResultDto> ImportShopWorkersAsync(Stream csvStream, int companyId)
|
||||
{
|
||||
var result = new CsvImportResultDto();
|
||||
var rowNumber = 0;
|
||||
|
||||
try
|
||||
{
|
||||
using var reader = new StreamReader(csvStream);
|
||||
using var csv = new CsvReader(reader, new CsvConfiguration(CultureInfo.InvariantCulture)
|
||||
{
|
||||
HeaderValidated = null,
|
||||
MissingFieldFound = null
|
||||
});
|
||||
|
||||
var records = csv.GetRecords<ShopWorkerImportDto>().ToList();
|
||||
result.TotalRows = records.Count;
|
||||
|
||||
_logger.LogInformation("Starting import of {Count} shop workers for company {CompanyId}", records.Count, companyId);
|
||||
|
||||
// Load existing workers for upsert matching by name
|
||||
var existingWorkers = await _unitOfWork.ShopWorkers.GetAllAsync();
|
||||
var workerDict = existingWorkers
|
||||
.Where(w => !string.IsNullOrEmpty(w.Name))
|
||||
.GroupBy(w => w.Name.Trim().ToUpperInvariant())
|
||||
.ToDictionary(g => g.Key, g => g.First());
|
||||
|
||||
foreach (var record in records)
|
||||
{
|
||||
rowNumber++;
|
||||
try
|
||||
{
|
||||
if (string.IsNullOrWhiteSpace(record.Name))
|
||||
{
|
||||
result.Errors.Add($"Row {rowNumber}: Name is required.");
|
||||
result.ErrorCount++;
|
||||
continue;
|
||||
}
|
||||
|
||||
// Parse role
|
||||
ShopWorkerRole role = ShopWorkerRole.GeneralLabor;
|
||||
if (!string.IsNullOrEmpty(record.Role))
|
||||
{
|
||||
if (!Enum.TryParse<ShopWorkerRole>(record.Role.Replace(" ", ""), true, out role))
|
||||
{
|
||||
result.Warnings.Add($"Row {rowNumber}: Role '{record.Role}' not recognized. Valid values: GeneralLabor, Sandblaster, Coater, Masker, QualityControl, OvenOperator, Supervisor, Maintenance. Using 'GeneralLabor'.");
|
||||
role = ShopWorkerRole.GeneralLabor;
|
||||
}
|
||||
}
|
||||
|
||||
var key = record.Name.Trim().ToUpperInvariant();
|
||||
var now = DateTime.UtcNow;
|
||||
|
||||
if (workerDict.TryGetValue(key, out var existing))
|
||||
{
|
||||
// Update
|
||||
existing.Role = role;
|
||||
existing.Phone = record.Phone ?? existing.Phone;
|
||||
existing.Email = record.Email ?? existing.Email;
|
||||
if (record.IsActive.HasValue) existing.IsActive = record.IsActive.Value;
|
||||
existing.Notes = record.Notes ?? existing.Notes;
|
||||
existing.UpdatedAt = now;
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
result.Warnings.Add($"Row {rowNumber}: Updated existing shop worker '{record.Name}'.");
|
||||
result.SuccessCount++;
|
||||
}
|
||||
else
|
||||
{
|
||||
var worker = new Core.Entities.ShopWorker
|
||||
{
|
||||
CompanyId = companyId,
|
||||
Name = record.Name.Trim(),
|
||||
Role = role,
|
||||
Phone = record.Phone,
|
||||
Email = record.Email,
|
||||
IsActive = record.IsActive ?? true,
|
||||
Notes = record.Notes,
|
||||
CreatedAt = now,
|
||||
UpdatedAt = now
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(worker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
result.SuccessCount++;
|
||||
}
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
result.Errors.Add($"Row {rowNumber}: Database error - {ex.Message}");
|
||||
result.ErrorCount++;
|
||||
_logger.LogError(ex, "Error saving shop worker at row {RowNumber}", rowNumber);
|
||||
}
|
||||
}
|
||||
|
||||
_logger.LogInformation("Shop worker import completed: {SuccessCount} succeeded, {ErrorCount} failed", result.SuccessCount, result.ErrorCount);
|
||||
result.Success = result.SuccessCount > 0;
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
result.Errors.Add($"Fatal error: {ex.Message}");
|
||||
result.Success = false;
|
||||
_logger.LogError(ex, "Fatal error importing shop workers");
|
||||
}
|
||||
|
||||
return result;
|
||||
}
|
||||
|
||||
#endregion
|
||||
|
||||
#region Prep Service Import
|
||||
|
||||
/// <summary>
|
||||
|
||||
@@ -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();
|
||||
|
||||
|
||||
@@ -486,9 +486,12 @@ 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 +504,9 @@ 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 +544,9 @@ 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);
|
||||
|
||||
@@ -746,13 +753,16 @@ 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 +901,9 @@ 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 +915,16 @@ public class AppointmentsController : Controller
|
||||
.ToList();
|
||||
ViewBag.Customers = new SelectList(customerList, "Id", "DisplayName");
|
||||
|
||||
// Use cached appointment types
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var types = await _lookupCache.GetAppointmentTypeLookupsAsync(companyId);
|
||||
ViewBag.AppointmentTypes = new SelectList(types.Where(t => t.IsActive).OrderBy(t => t.DisplayOrder), "Id", "DisplayName");
|
||||
|
||||
var companyIdForWorkers = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var workers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyIdForWorkers && u.IsActive && u.CompanyRole != null)
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
.ToListAsync();
|
||||
ViewBag.Workers = new SelectList(workers.Select(u => new { u.Id, FullName = u.FullName }), "Id", "FullName");
|
||||
|
||||
var jobs = await _unitOfWork.Jobs.GetAllAsync();
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId);
|
||||
ViewBag.Jobs = new SelectList(jobs.OrderBy(j => j.JobNumber), "Id", "JobNumber");
|
||||
}
|
||||
|
||||
|
||||
@@ -27,15 +27,18 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<CatalogCategoriesController> _logger;
|
||||
|
||||
public CatalogCategoriesController(
|
||||
IUnitOfWork unitOfWork,
|
||||
IMapper mapper,
|
||||
ITenantContext tenantContext,
|
||||
ILogger<CatalogCategoriesController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -52,8 +55,9 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var indexCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.CatalogCategories
|
||||
.GetAllAsync(false,
|
||||
.FindAsync(c => c.CompanyId == indexCompanyId, false,
|
||||
c => c.ParentCategory,
|
||||
c => c.SubCategories,
|
||||
c => c.Items);
|
||||
@@ -164,7 +168,8 @@ namespace PowderCoating.Web.Controllers
|
||||
if (ModelState.IsValid)
|
||||
{
|
||||
// Check for duplicate category name under the same parent (case-insensitive)
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == companyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Name.Equals(dto.Name.Trim(), StringComparison.OrdinalIgnoreCase) &&
|
||||
c.ParentCategoryId == dto.ParentCategoryId);
|
||||
@@ -272,7 +277,8 @@ namespace PowderCoating.Web.Controllers
|
||||
|
||||
if (nameChanged || parentChanged)
|
||||
{
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var editCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == editCompanyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Id != id &&
|
||||
c.Name.Equals(dto.Name.Trim(), StringComparison.OrdinalIgnoreCase) &&
|
||||
@@ -444,7 +450,8 @@ namespace PowderCoating.Web.Controllers
|
||||
var trimmedName = request.Name.Trim();
|
||||
|
||||
// Check for duplicate category name under the same parent (case-insensitive)
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var quickCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == quickCompanyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Name.Equals(trimmedName, StringComparison.OrdinalIgnoreCase) &&
|
||||
c.ParentCategoryId == request.ParentCategoryId);
|
||||
@@ -500,8 +507,9 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var treeCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.CatalogCategories
|
||||
.GetAllAsync(false, c => c.SubCategories, c => c.Items);
|
||||
.FindAsync(c => c.CompanyId == treeCompanyId, false, c => c.SubCategories, c => c.Items);
|
||||
|
||||
// Build tree from root categories
|
||||
var rootCategories = categories
|
||||
@@ -535,7 +543,8 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var dropdownCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == dropdownCompanyId)).ToList();
|
||||
|
||||
// Build hierarchical list (parents before children)
|
||||
var hierarchicalList = new List<CatalogCategory>();
|
||||
@@ -573,7 +582,8 @@ namespace PowderCoating.Web.Controllers
|
||||
/// </param>
|
||||
private async Task PopulateParentCategoryDropdown(int? excludeCategoryId = null)
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var parentDropCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == parentDropCompanyId)).ToList();
|
||||
|
||||
// Exclude the current category and its descendants to prevent circular references
|
||||
var excludedIds = new HashSet<int>();
|
||||
@@ -700,7 +710,8 @@ namespace PowderCoating.Web.Controllers
|
||||
if (categoryId == newParentId)
|
||||
return true;
|
||||
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var circleCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == circleCompanyId)).ToList();
|
||||
var current = categories.FirstOrDefault(c => c.Id == newParentId);
|
||||
|
||||
while (current != null)
|
||||
|
||||
@@ -83,7 +83,8 @@ namespace PowderCoating.Web.Controllers
|
||||
try
|
||||
{
|
||||
// Get all categories with their items
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.GetAllAsync(false, c => c.Items)).ToList();
|
||||
var itemsCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == itemsCompanyId, false, c => c.Items)).ToList();
|
||||
var allItems = allCategories.SelectMany(c => c.Items).ToList();
|
||||
|
||||
// Apply search filter
|
||||
@@ -578,7 +579,8 @@ namespace PowderCoating.Web.Controllers
|
||||
return Json(new List<object>());
|
||||
}
|
||||
|
||||
var allItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category);
|
||||
var searchCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allItems = await _unitOfWork.CatalogItems.FindAsync(i => i.CompanyId == searchCompanyId, false, i => i.Category);
|
||||
var search = searchTerm.ToLower();
|
||||
|
||||
var items = allItems
|
||||
@@ -694,7 +696,8 @@ namespace PowderCoating.Web.Controllers
|
||||
/// </summary>
|
||||
private async Task PopulateCategoryDropdown()
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
|
||||
// Build hierarchical list (parents before children)
|
||||
var hierarchicalList = new List<CatalogCategory>();
|
||||
@@ -1045,7 +1048,7 @@ namespace PowderCoating.Web.Controllers
|
||||
// Load all categories so we can build full paths (e.g. "Cerakote > Firearms").
|
||||
// The full path gives Claude the coating-type context it needs — an item in
|
||||
// "Firearms" under "Cerakote" costs very differently than one under "Powder Coat".
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.GetAllAsync())
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == currentUser.CompanyId))
|
||||
.ToDictionary(c => c.Id);
|
||||
|
||||
// Load company operating costs
|
||||
|
||||
@@ -142,10 +142,10 @@ public class CompanySettingsController : Controller
|
||||
&& !connectClientId.Contains("your_connect_client_id_here", StringComparison.OrdinalIgnoreCase);
|
||||
|
||||
// Load notification templates for inline tab
|
||||
var existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
var existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
var seeded = await EnsureNotificationTemplatesSeededAsync(companyId.Value, existing.ToList());
|
||||
if (seeded > 0)
|
||||
existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
dto.NotificationTemplates = existing
|
||||
.OrderBy(t => (int)t.NotificationType).ThenBy(t => (int)t.Channel)
|
||||
@@ -755,9 +755,8 @@ public class CompanySettingsController : Controller
|
||||
|
||||
var costs = company.OperatingCosts;
|
||||
|
||||
var ovens = (await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive)).OrderBy(o => o.DisplayOrder).ToList();
|
||||
var workers = (await _unitOfWork.ShopWorkers.FindAsync(w => w.IsActive)).ToList();
|
||||
var coatingCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsCoating)).ToList();
|
||||
var ovens = (await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive && o.CompanyId == companyId.Value)).OrderBy(o => o.DisplayOrder).ToList();
|
||||
var coatingCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsCoating && c.CompanyId == companyId.Value)).ToList();
|
||||
|
||||
var sb = new System.Text.StringBuilder();
|
||||
|
||||
@@ -783,8 +782,7 @@ public class CompanySettingsController : Controller
|
||||
ShopCapabilityTier.Large => "high-volume",
|
||||
_ => "small"
|
||||
};
|
||||
sb.AppendLine($"We are a {tierLabel} operation" +
|
||||
(workers.Count > 0 ? $" with {workers.Count} active shop worker{(workers.Count == 1 ? "" : "s")}." : "."));
|
||||
sb.AppendLine($"We are a {tierLabel} operation.");
|
||||
}
|
||||
|
||||
// Ovens
|
||||
@@ -827,32 +825,6 @@ public class CompanySettingsController : Controller
|
||||
sb.AppendLine($"Powder categories we stock: {string.Join(", ", catNames)}.");
|
||||
}
|
||||
|
||||
// Worker roles
|
||||
if (workers.Any())
|
||||
{
|
||||
var roles = workers
|
||||
.Select(w => w.Role)
|
||||
.Distinct()
|
||||
.Select(r => r switch
|
||||
{
|
||||
ShopWorkerRole.Sandblaster => "sandblasting",
|
||||
ShopWorkerRole.Coater => "powder coating",
|
||||
ShopWorkerRole.Masker => "masking",
|
||||
ShopWorkerRole.QualityControl => "quality control",
|
||||
ShopWorkerRole.OvenOperator => "oven operation",
|
||||
ShopWorkerRole.Supervisor => "supervision",
|
||||
ShopWorkerRole.Maintenance => "equipment maintenance",
|
||||
_ => "general labor"
|
||||
})
|
||||
.Distinct()
|
||||
.ToList();
|
||||
if (roles.Count > 1)
|
||||
{
|
||||
sb.AppendLine();
|
||||
sb.AppendLine($"Staff specialties on hand: {string.Join(", ", roles)}.");
|
||||
}
|
||||
}
|
||||
|
||||
// Rates hint
|
||||
if (costs != null && costs.StandardLaborRate > 0)
|
||||
{
|
||||
@@ -948,7 +920,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var statuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var statuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId);
|
||||
var sortedStatuses = statuses.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<JobStatusLookupDto>>(sortedStatuses);
|
||||
@@ -1099,7 +1072,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var statuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
var statuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == (companyId ?? 0));
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1112,7 +1086,6 @@ public class CompanySettingsController : Controller
|
||||
}
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId.HasValue) _lookupCache.InvalidateCompanyCache(companyId.Value);
|
||||
|
||||
_logger.LogInformation("Job statuses reordered");
|
||||
@@ -1141,7 +1114,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId);
|
||||
var sortedPriorities = priorities.OrderBy(p => p.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<JobPriorityLookupDto>>(sortedPriorities);
|
||||
@@ -1286,7 +1260,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1325,7 +1300,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.FindAsync(s => s.CompanyId == companyId);
|
||||
var sortedStatuses = statuses.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<QuoteStatusLookupDto>>(sortedStatuses);
|
||||
@@ -1506,7 +1482,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var statuses = await _unitOfWork.QuoteStatusLookups.FindAsync(s => s.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1545,7 +1522,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var services = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var services = await _unitOfWork.PrepServices.FindAsync(s => s.CompanyId == companyId);
|
||||
var sortedServices = services.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<PrepServiceDto>>(sortedServices);
|
||||
@@ -1667,7 +1645,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var services = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var services = await _unitOfWork.PrepServices.FindAsync(s => s.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -1840,7 +1819,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.FindAsync(t => t.CompanyId == companyId);
|
||||
var sortedTypes = types.OrderBy(t => t.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<AppointmentTypeLookupDto>>(sortedTypes);
|
||||
@@ -1984,7 +1964,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var types = await _unitOfWork.AppointmentTypeLookups.FindAsync(t => t.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -2024,7 +2005,8 @@ public class CompanySettingsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId);
|
||||
var sortedCategories = categories.OrderBy(c => c.DisplayOrder).ToList();
|
||||
|
||||
var dtos = _mapper.Map<List<InventoryCategoryLookupDto>>(sortedCategories);
|
||||
@@ -2160,7 +2142,8 @@ public class CompanySettingsController : Controller
|
||||
if (!ModelState.IsValid)
|
||||
return Json(new { success = false, message = "Invalid data" });
|
||||
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId);
|
||||
|
||||
for (int i = 0; i < dto.OrderedIds.Count; i++)
|
||||
{
|
||||
@@ -2377,12 +2360,12 @@ public class CompanySettingsController : Controller
|
||||
if (companyId == null) return RedirectToAction(nameof(Index));
|
||||
|
||||
// Load all existing templates for this company
|
||||
var existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
var existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
// Auto-seed any missing canonical combinations
|
||||
var seeded = await EnsureNotificationTemplatesSeededAsync(companyId.Value, existing.ToList());
|
||||
if (seeded > 0)
|
||||
existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
var dtos = existing.OrderBy(t => (int)t.NotificationType).ThenBy(t => (int)t.Channel)
|
||||
.Select(t => new NotificationTemplateDto
|
||||
@@ -2719,79 +2702,6 @@ public class CompanySettingsController : Controller
|
||||
|
||||
// ── Role-Based Labor Rates ────────────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
/// Returns the per-role hourly labor rates configured for the current company, keyed by
|
||||
/// <see cref="PowderCoating.Core.Enums.ShopWorkerRole"/> integer value. An empty list is returned
|
||||
/// (rather than a 404) when no rates have been configured yet, so the UI can render the rate grid
|
||||
/// without special-casing an empty state. The global multi-tenant filter on
|
||||
/// <c>ShopWorkerRoleCosts</c> ensures only this company's rates are returned.
|
||||
/// </summary>
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetRoleCosts()
|
||||
{
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId == null) return Json(new List<object>());
|
||||
|
||||
var rates = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value);
|
||||
var result = rates.Select(r => new { role = (int)r.Role, hourlyRate = r.HourlyRate }).ToList();
|
||||
return Json(result);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Upserts the per-role hourly labor rates for the current company. The operation handles three cases
|
||||
/// per rate in a single pass: (1) rate cleared (≤ 0) — soft-delete the existing record; (2) rate set
|
||||
/// but no existing record — insert new; (3) rate changed — update existing. This avoids full
|
||||
/// table replace semantics that could cause audit log noise or trigger unintended EF change-tracking.
|
||||
/// These rates are used by the pricing calculator when <c>UseRoleBasedLaborRates</c> is enabled in
|
||||
/// <c>CompanyOperatingCosts</c>.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
public async Task<IActionResult> SaveRoleCosts([FromBody] List<SaveRoleCostDto> rates)
|
||||
{
|
||||
try
|
||||
{
|
||||
var companyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (companyId == null) return Json(new { success = false, message = "No company found." });
|
||||
|
||||
var existing = (await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId.Value)).ToList();
|
||||
|
||||
foreach (var dto in rates)
|
||||
{
|
||||
var record = existing.FirstOrDefault(r => (int)r.Role == dto.Role);
|
||||
if (dto.HourlyRate <= 0)
|
||||
{
|
||||
// Remove rate if cleared
|
||||
if (record != null)
|
||||
await _unitOfWork.ShopWorkerRoleCosts.SoftDeleteAsync(record.Id);
|
||||
}
|
||||
else if (record == null)
|
||||
{
|
||||
await _unitOfWork.ShopWorkerRoleCosts.AddAsync(new PowderCoating.Core.Entities.ShopWorkerRoleCost
|
||||
{
|
||||
CompanyId = companyId.Value,
|
||||
Role = (PowderCoating.Core.Enums.ShopWorkerRole)dto.Role,
|
||||
HourlyRate = dto.HourlyRate,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
});
|
||||
}
|
||||
else
|
||||
{
|
||||
record.HourlyRate = dto.HourlyRate;
|
||||
record.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.ShopWorkerRoleCosts.UpdateAsync(record);
|
||||
}
|
||||
}
|
||||
|
||||
await _unitOfWork.CompleteAsync();
|
||||
return Json(new { success = true });
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error saving role costs");
|
||||
return Json(new { success = false, message = "An error occurred saving role rates." });
|
||||
}
|
||||
}
|
||||
|
||||
// ─── Stripe Connect ───────────────────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
@@ -3055,7 +2965,6 @@ public class CompanySettingsController : Controller
|
||||
}
|
||||
|
||||
public record SaveTemplateJsonRequest(int Id, string? Subject, string? Body);
|
||||
public record SaveRoleCostDto(int Role, decimal HourlyRate);
|
||||
public record SaveOnlinePaymentSettingsDto(
|
||||
OnlinePaymentSurchargeType SurchargeType,
|
||||
decimal SurchargeValue,
|
||||
|
||||
@@ -226,11 +226,9 @@ public class CompanyUsersController : Controller
|
||||
/// Creates a new company user, enforcing the subscription user-count limit and a whitelist
|
||||
/// of valid <c>CompanyRole</c> values (preventing callers from submitting a null role to
|
||||
/// create a SuperAdmin-equivalent account). CompanyAdmin users automatically receive all
|
||||
/// per-feature permissions unless a SuperAdmin is explicitly customising them. Workers
|
||||
/// additionally get an auto-created <see cref="ShopWorker"/> record so they appear in job
|
||||
/// assignment dropdowns without a separate onboarding step. A legacy ASP.NET Identity role
|
||||
/// (Administrator / Manager / Employee / ReadOnly) is also assigned to satisfy policy
|
||||
/// checks that still reference the role system.
|
||||
/// per-feature permissions unless a SuperAdmin is explicitly customising them. A legacy
|
||||
/// ASP.NET Identity role (Administrator / Manager / Employee / ReadOnly) is also assigned
|
||||
/// to satisfy policy checks that still reference the role system.
|
||||
/// </summary>
|
||||
// POST: CompanyUsers/Create
|
||||
[HttpPost]
|
||||
@@ -351,27 +349,7 @@ public class CompanyUsersController : Controller
|
||||
|
||||
await _userManager.AddToRoleAsync(user, legacyRole);
|
||||
|
||||
// If Worker role, automatically create a ShopWorker record
|
||||
if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
|
||||
{
|
||||
var shopWorker = new ShopWorker
|
||||
{
|
||||
Name = user.FullName,
|
||||
Email = user.Email,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = true,
|
||||
Notes = $"Auto-created from user account: {user.Email}",
|
||||
Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
|
||||
CompanyId = companyId!.Value
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
|
||||
}
|
||||
|
||||
_logger.LogInformation("User {Email} created successfully by {Admin}",
|
||||
_logger.LogInformation("User {Email} created successfully by {Admin}",
|
||||
user.Email, User.Identity?.Name);
|
||||
|
||||
TempData["Success"] = $"User '{user.FullName}' created successfully.";
|
||||
@@ -441,6 +419,7 @@ public class CompanyUsersController : Controller
|
||||
CompanyRole = user.CompanyRole ?? AppConstants.CompanyRoles.Viewer,
|
||||
Department = user.Department,
|
||||
Position = user.Position,
|
||||
LaborCostPerHour = user.LaborCostPerHour,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = user.IsActive,
|
||||
HireDate = user.HireDate,
|
||||
@@ -479,11 +458,9 @@ public class CompanyUsersController : Controller
|
||||
/// Saves changes to an existing company user. Validates company isolation and role whitelist
|
||||
/// (same checks as <see cref="Edit(string, string)"/>). Prevents two dangerous deactivation
|
||||
/// scenarios: a user deactivating themselves, and deactivating the last active CompanyAdmin
|
||||
/// for a company (which would lock out the tenant). When the role changes to Worker and no
|
||||
/// matching <see cref="ShopWorker"/> record exists, one is created automatically; if one
|
||||
/// already exists, its name, email, and active status are kept in sync. Email changes are
|
||||
/// applied via <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so
|
||||
/// Identity's own normalisation logic runs correctly.
|
||||
/// for a company (which would lock out the tenant). Email changes are applied via
|
||||
/// <c>SetEmailAsync</c> / <c>SetUserNameAsync</c> after the main update so Identity's own
|
||||
/// normalisation logic runs correctly.
|
||||
/// </summary>
|
||||
// POST: CompanyUsers/Edit/id
|
||||
[HttpPost]
|
||||
@@ -596,6 +573,7 @@ public class CompanyUsersController : Controller
|
||||
user.CompanyRole = model.CompanyRole;
|
||||
user.Department = model.Department;
|
||||
user.Position = model.Position;
|
||||
user.LaborCostPerHour = model.LaborCostPerHour;
|
||||
user.PhoneNumber = model.Phone;
|
||||
user.IsActive = model.IsActive;
|
||||
user.HireDate = model.HireDate;
|
||||
@@ -632,60 +610,7 @@ public class CompanyUsersController : Controller
|
||||
user.Id, oldEmail, model.Email, User.Identity?.Name);
|
||||
}
|
||||
|
||||
// If role changed to Worker, ensure ShopWorker record exists
|
||||
if (model.CompanyRole == AppConstants.CompanyRoles.Worker)
|
||||
{
|
||||
// Search by oldEmail so we find the record even when the email just changed
|
||||
var lookupEmail = emailChanged ? oldEmail : user.Email;
|
||||
var existingShopWorker = (await _unitOfWork.ShopWorkers.FindAsync(
|
||||
sw => sw.Email == lookupEmail && sw.CompanyId == user.CompanyId)).ToList();
|
||||
|
||||
if (!existingShopWorker.Any())
|
||||
{
|
||||
var shopWorker = new ShopWorker
|
||||
{
|
||||
Name = user.FullName,
|
||||
Email = user.Email,
|
||||
Phone = user.PhoneNumber,
|
||||
IsActive = user.IsActive,
|
||||
Notes = $"Auto-created from user account: {user.Email}",
|
||||
Role = Core.Enums.ShopWorkerRole.GeneralLabor, // Default role
|
||||
CompanyId = user.CompanyId
|
||||
};
|
||||
|
||||
await _unitOfWork.ShopWorkers.AddAsync(shopWorker);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
_logger.LogInformation("ShopWorker record created for user {Email}", user.Email);
|
||||
}
|
||||
else
|
||||
{
|
||||
// Update existing ShopWorker to ensure it's active
|
||||
var shopWorker = existingShopWorker.First();
|
||||
var shopWorkerDirty = false;
|
||||
|
||||
if (!shopWorker.IsActive && user.IsActive)
|
||||
{
|
||||
shopWorker.IsActive = true;
|
||||
shopWorkerDirty = true;
|
||||
_logger.LogInformation("ShopWorker record reactivated for user {Email}", user.Email);
|
||||
}
|
||||
|
||||
if (emailChanged && shopWorker.Email == oldEmail)
|
||||
{
|
||||
shopWorker.Email = user.Email;
|
||||
shopWorkerDirty = true;
|
||||
}
|
||||
|
||||
shopWorker.Name = user.FullName;
|
||||
shopWorker.Phone = user.PhoneNumber;
|
||||
|
||||
if (shopWorkerDirty)
|
||||
await _unitOfWork.CompleteAsync();
|
||||
}
|
||||
}
|
||||
|
||||
_logger.LogInformation("User {Email} updated successfully by {Admin}",
|
||||
_logger.LogInformation("User {Email} updated successfully by {Admin}",
|
||||
user.Email, User.Identity?.Name);
|
||||
|
||||
TempData["Success"] = "User updated successfully.";
|
||||
|
||||
@@ -315,7 +315,8 @@ public class CreditMemosController : Controller
|
||||
|
||||
private async Task PopulateCustomersAsync(int? selectedId)
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = customers
|
||||
.OrderBy(c => c.CompanyName ?? $"{c.ContactFirstName} {c.ContactLastName}".Trim())
|
||||
.Select(c => new SelectListItem
|
||||
|
||||
@@ -342,14 +342,16 @@ public class DashboardController : Controller
|
||||
TipOfTheDay = data.TipOfTheDay
|
||||
};
|
||||
|
||||
// Resolve company once so all remaining queries are explicitly scoped
|
||||
var currentCompanyId = _tenantContext.GetCurrentCompanyId();
|
||||
var companyId = currentCompanyId ?? 0;
|
||||
|
||||
// Dropdowns for the "Add Custom Powder to Inventory" modal
|
||||
var inventoryCategories = (await _unitOfWork.InventoryCategoryLookups.GetAllAsync())
|
||||
.Where(c => c.IsActive)
|
||||
var inventoryCategories = (await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.IsActive && c.CompanyId == companyId))
|
||||
.OrderBy(c => c.DisplayOrder)
|
||||
.Select(c => new { c.Id, c.DisplayName })
|
||||
.ToList();
|
||||
var vendors = (await _unitOfWork.Vendors.GetAllAsync())
|
||||
.Where(v => v.IsActive)
|
||||
var vendors = (await _unitOfWork.Vendors.FindAsync(v => v.IsActive && v.CompanyId == companyId))
|
||||
.OrderBy(v => v.CompanyName)
|
||||
.Select(v => new { v.Id, v.CompanyName })
|
||||
.ToList();
|
||||
@@ -357,7 +359,6 @@ public class DashboardController : Controller
|
||||
ViewBag.VendorList = vendors;
|
||||
|
||||
// Config health check — surface setup gaps to company admins
|
||||
var currentCompanyId = _tenantContext.GetCurrentCompanyId();
|
||||
if (currentCompanyId.HasValue)
|
||||
{
|
||||
ViewBag.ConfigHealth = await _configHealth.CheckAsync(currentCompanyId.Value);
|
||||
@@ -711,8 +712,8 @@ public class DashboardController : Controller
|
||||
i => i.Coats.Any(c => c.Id == coatId), false, i => i.Job);
|
||||
var companyId = jobItem?.Job?.CompanyId ?? _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// Check SKU uniqueness
|
||||
if (await _unitOfWork.InventoryItems.AnyAsync(i => i.SKU == sku.Trim()))
|
||||
// Check SKU uniqueness within this company
|
||||
if (await _unitOfWork.InventoryItems.AnyAsync(i => i.SKU == sku.Trim() && i.CompanyId == companyId))
|
||||
return Json(new { success = false, message = $"SKU '{sku}' already exists in inventory." });
|
||||
|
||||
// Determine category display name for legacy field
|
||||
|
||||
@@ -122,7 +122,6 @@ public class DataExportController : Controller
|
||||
case "Inventory": await AddInventorySheet(package, companyId, headerColor); break;
|
||||
case "Equipment": await AddEquipmentSheet(package, companyId, headerColor); break;
|
||||
case "Vendors": await AddVendorsSheet(package, companyId, headerColor); break;
|
||||
case "ShopWorkers": await AddShopWorkersSheet(package, companyId, headerColor); break;
|
||||
case "Users": await AddUsersSheet(package, companyId, headerColor); break;
|
||||
}
|
||||
}
|
||||
@@ -172,7 +171,6 @@ public class DataExportController : Controller
|
||||
case "Inventory": WriteCsvEntry(zip, "Inventory.csv", await BuildInventoryCsv(companyId)); break;
|
||||
case "Equipment": WriteCsvEntry(zip, "Equipment.csv", await BuildEquipmentCsv(companyId)); break;
|
||||
case "Vendors": WriteCsvEntry(zip, "Vendors.csv", await BuildVendorsCsv(companyId)); break;
|
||||
case "ShopWorkers": WriteCsvEntry(zip, "ShopWorkers.csv", await BuildShopWorkersCsv(companyId)); break;
|
||||
case "Users": WriteCsvEntry(zip, "Users.csv", await BuildUsersCsv(companyId)); break;
|
||||
}
|
||||
}
|
||||
@@ -441,38 +439,6 @@ public class DataExportController : Controller
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds a "Shop Workers" worksheet with one row per non-deleted shop worker for the
|
||||
/// specified company. <c>Role.ToString()</c> converts the enum to a string; the view
|
||||
/// typically formats these with spaces (e.g. "QualityControl" → "Quality Control") but the
|
||||
/// raw enum name is used here so the export value is round-trip parseable.
|
||||
/// </summary>
|
||||
private async Task AddShopWorkersSheet(ExcelPackage pkg, int companyId, Color hdr)
|
||||
{
|
||||
var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted)
|
||||
.OrderBy(w => w.Name)
|
||||
.ToListAsync();
|
||||
|
||||
var ws = pkg.Workbook.Worksheets.Add("Shop Workers");
|
||||
var headers = new[] { "ID", "Name", "Role", "Phone", "Email", "Active", "Notes" };
|
||||
WriteHeader(ws, headers, hdr);
|
||||
|
||||
for (int i = 0; i < data.Count; i++)
|
||||
{
|
||||
var r = i + 2;
|
||||
var w = data[i];
|
||||
ws.Cells[r, 1].Value = w.Id;
|
||||
ws.Cells[r, 2].Value = w.Name;
|
||||
ws.Cells[r, 3].Value = w.Role.ToString();
|
||||
ws.Cells[r, 4].Value = w.Phone;
|
||||
ws.Cells[r, 5].Value = w.Email;
|
||||
ws.Cells[r, 6].Value = w.IsActive ? "Yes" : "No";
|
||||
ws.Cells[r, 7].Value = w.Notes;
|
||||
}
|
||||
AutoFit(ws, headers.Length);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Adds an "Invoices" worksheet with one row per non-deleted invoice for the specified company.
|
||||
/// The customer navigation is eagerly loaded so the customer name can be rendered; when a
|
||||
@@ -687,21 +653,6 @@ public class DataExportController : Controller
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the shop workers CSV string for the specified company, ordered alphabetically by name.
|
||||
/// Column names match <see cref="ShopWorkerImportDto"/> exactly so the file can be re-imported.
|
||||
/// </summary>
|
||||
private async Task<string> BuildShopWorkersCsv(int companyId)
|
||||
{
|
||||
var data = await _db.ShopWorkers.AsNoTracking().IgnoreQueryFilters()
|
||||
.Where(w => w.CompanyId == companyId && !w.IsDeleted).OrderBy(w => w.Name).ToListAsync();
|
||||
var sb = new StringBuilder();
|
||||
sb.AppendLine("Name,Role,Phone,Email,IsActive,Notes");
|
||||
foreach (var w in data)
|
||||
sb.AppendLine($"{CsvEscape(w.Name)},{w.Role},{CsvEscape(w.Phone)},{CsvEscape(w.Email)},{w.IsActive.ToString().ToLower()},{CsvEscape(w.Notes)}");
|
||||
return sb.ToString();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds the users CSV string for the specified company, ordered by last name.
|
||||
/// Like <see cref="AddUsersSheet"/>, the <c>IsDeleted</c> filter is intentionally omitted
|
||||
@@ -761,7 +712,7 @@ public class DataExportController : Controller
|
||||
|
||||
/// <summary>
|
||||
/// Returns the requested sheet names sorted into the canonical export order
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → ShopWorkers → Users).
|
||||
/// (Customers → Jobs → Quotes → Invoices → Inventory → Equipment → Vendors → Users).
|
||||
/// This ensures that the workbook and ZIP archive always have a predictable, logical layout
|
||||
/// regardless of the order the administrator checked the boxes on the form.
|
||||
/// Any sheet name not in the canonical list is silently ignored.
|
||||
@@ -769,7 +720,7 @@ public class DataExportController : Controller
|
||||
/// <param name="sheets">Raw sheet names from the form POST.</param>
|
||||
private static string[] OrderSheets(string[] sheets)
|
||||
{
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "ShopWorkers", "Users" };
|
||||
var order = new[] { "Customers", "Jobs", "Quotes", "Invoices", "Inventory", "Equipment", "Vendors", "Users" };
|
||||
return order.Where(sheets.Contains).ToArray();
|
||||
}
|
||||
|
||||
|
||||
@@ -175,7 +175,6 @@ public class DataPurgeController : Controller
|
||||
stats.Add(await Stat("Equipment", "Equipment", "bi-tools", "Inventory & Ops", _db.Equipment.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("MaintenanceRecords","Maintenance Records", "bi-wrench", "Inventory & Ops", _db.MaintenanceRecords.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("Vendors", "Vendors", "bi-truck", "Inventory & Ops", _db.Vendors.Where(e => e.IsDeleted)));
|
||||
stats.Add(await Stat("ShopWorkers", "Shop Workers", "bi-person-badge","Inventory & Ops", _db.ShopWorkers.Where(e => e.IsDeleted)));
|
||||
|
||||
return stats;
|
||||
}
|
||||
@@ -204,7 +203,6 @@ public class DataPurgeController : Controller
|
||||
"Equipment" => await QueryCount(_db.Equipment, cutoff),
|
||||
"MaintenanceRecords" => await QueryCount(_db.MaintenanceRecords, cutoff),
|
||||
"Vendors" => await QueryCount(_db.Vendors, cutoff),
|
||||
"ShopWorkers" => await QueryCount(_db.ShopWorkers, cutoff),
|
||||
_ => (0, null)
|
||||
};
|
||||
}
|
||||
@@ -324,11 +322,6 @@ public class DataPurgeController : Controller
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
case "ShopWorkers":
|
||||
count = await _db.ShopWorkers.IgnoreQueryFilters()
|
||||
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
|
||||
break;
|
||||
|
||||
default:
|
||||
return 0;
|
||||
}
|
||||
@@ -359,7 +352,7 @@ public class DataPurgeController : Controller
|
||||
"MaintenanceRecords",
|
||||
"Jobs", "Customers", "Quotes",
|
||||
"InventoryItems", "Equipment",
|
||||
"Vendors", "ShopWorkers"
|
||||
"Vendors"
|
||||
};
|
||||
return order.Where(entities.Contains).ToArray();
|
||||
}
|
||||
|
||||
@@ -38,14 +38,6 @@ namespace PowderCoating.Web.Controllers
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Shop Workers help article describing roles, assignment to jobs, and maintenance tasks.
|
||||
/// </summary>
|
||||
public IActionResult ShopWorkers()
|
||||
{
|
||||
return View();
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Serves the Equipment help article explaining the equipment status lifecycle and maintenance scheduling.
|
||||
/// </summary>
|
||||
|
||||
@@ -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);
|
||||
@@ -1106,7 +1107,8 @@ public class InventoryController : Controller
|
||||
|
||||
// Build a set of SKUs already in this company's inventory so we can exclude them.
|
||||
// When editing, the current item's own SKU is re-included so its catalog entry still appears.
|
||||
var existingItems = await _unitOfWork.InventoryItems.GetAllAsync();
|
||||
var skuCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var existingItems = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == skuCompanyId);
|
||||
var existingSkus = existingItems
|
||||
.Where(i => !string.IsNullOrWhiteSpace(i.ManufacturerPartNumber) && i.Id != (currentId ?? 0))
|
||||
.Select(i => i.ManufacturerPartNumber!.Trim().ToLower())
|
||||
@@ -1182,7 +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)
|
||||
@@ -1369,11 +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)
|
||||
@@ -1738,7 +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)
|
||||
|
||||
@@ -340,13 +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)
|
||||
@@ -378,6 +379,13 @@ 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.
|
||||
@@ -461,17 +469,15 @@ 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. Read all charges from the pricing snapshot so the
|
||||
// invoice always matches the total shown on the job's Pricing Summary card.
|
||||
QuotePricingBreakdownDto? jobBreakdown = null;
|
||||
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
|
||||
jobBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
|
||||
|
||||
if (job.OvenBatchCost > 0.01m)
|
||||
{
|
||||
@@ -529,6 +535,22 @@ public class InvoicesController : Controller
|
||||
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
|
||||
@@ -2191,7 +2213,7 @@ 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
|
||||
|
||||
@@ -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);
|
||||
|
||||
@@ -498,6 +498,23 @@ public class JobsController : Controller
|
||||
.OrderByDescending(t => t.TransactionDate).ToList();
|
||||
ViewBag.MaterialsUsed = allJobTransactions;
|
||||
|
||||
// Inventory items for the manual log-material modal
|
||||
var inventoryItemsForModal = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == job.CompanyId))
|
||||
.OrderBy(i => i.Name)
|
||||
.Select(i => new { i.Id, i.Name, i.Manufacturer, i.UnitOfMeasure, i.QuantityOnHand })
|
||||
.ToList();
|
||||
var jsonOpts = new System.Text.Json.JsonSerializerOptions { PropertyNamingPolicy = System.Text.Json.JsonNamingPolicy.CamelCase };
|
||||
ViewBag.InventoryItemsForModal = System.Text.Json.JsonSerializer.Serialize(inventoryItemsForModal, jsonOpts);
|
||||
|
||||
// IDs of powders already assigned to this job's coats — shown at top of log-material dropdown
|
||||
var jobPowderIds = (jobDto.Items ?? new List<PowderCoating.Application.DTOs.Job.JobItemDto>())
|
||||
.SelectMany(i => i.Coats ?? new List<PowderCoating.Application.DTOs.Job.JobItemCoatDto>())
|
||||
.Where(c => c.InventoryItemId.HasValue)
|
||||
.Select(c => c.InventoryItemId!.Value)
|
||||
.Distinct()
|
||||
.ToList();
|
||||
ViewBag.JobPowderIds = System.Text.Json.JsonSerializer.Serialize(jobPowderIds, jsonOpts);
|
||||
|
||||
// Pre-logged powder grouped by InventoryItemId (for Complete Job modal pre-fill)
|
||||
ViewBag.PreLoggedPowder = allJobTransactions
|
||||
.GroupBy(t => t.InventoryItemId)
|
||||
@@ -511,7 +528,7 @@ public class JobsController : Controller
|
||||
ViewBag.JobPhotoMax = photoMax;
|
||||
|
||||
// Customer list for inline customer-change dropdown
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var allCustomers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == job.CompanyId);
|
||||
ViewBag.CustomerSelectList = allCustomers
|
||||
.Where(c => c.IsActive)
|
||||
.Select(c => new SelectListItem
|
||||
@@ -617,7 +634,8 @@ public class JobsController : Controller
|
||||
|
||||
if (job == null) return NotFound();
|
||||
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.GetAllAsync())
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId))
|
||||
.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
ViewBag.AllStatuses = allStatuses;
|
||||
@@ -640,7 +658,7 @@ public class JobsController : Controller
|
||||
|
||||
if (job == null) return NotFound();
|
||||
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.GetAllAsync()).ToList();
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == job.CompanyId)).ToList();
|
||||
var newStatus = allStatuses.FirstOrDefault(s => s.Id == newStatusId);
|
||||
if (newStatus == null) return BadRequest("Invalid status.");
|
||||
|
||||
@@ -828,7 +846,7 @@ public class JobsController : Controller
|
||||
// Optionally advance status to In Preparation
|
||||
if (advanceToInPreparation && jobToUpdate.JobStatus.StatusCode != AppConstants.StatusCodes.Job.InPreparation)
|
||||
{
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == jobToUpdate.CompanyId);
|
||||
var inPrepStatus = allStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.InPreparation);
|
||||
if (inPrepStatus != null)
|
||||
{
|
||||
@@ -885,7 +903,7 @@ public class JobsController : Controller
|
||||
|
||||
if (advanceToInPreparation && job.JobStatus.StatusCode != AppConstants.StatusCodes.Job.InPreparation && !job.JobStatus.IsTerminalStatus)
|
||||
{
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == job.CompanyId);
|
||||
var inPrepStatus = allStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.InPreparation);
|
||||
if (inPrepStatus != null)
|
||||
{
|
||||
@@ -1792,7 +1810,7 @@ public class JobsController : Controller
|
||||
ViewBag.AiPhotoQuotesEnabled = await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId);
|
||||
|
||||
await PopulateDropdowns();
|
||||
await PopulatePrepServicesAsync();
|
||||
await PopulatePrepServicesAsync(companyId);
|
||||
var costs = await _pricingService.GetOperatingCostsAsync(companyId);
|
||||
await PopulateJobItemDropDownsAsync(companyId, costs?.OvenOperatingCostPerHour ?? 45m);
|
||||
ViewBag.TaxPercent = costs?.TaxPercent ?? 0m;
|
||||
@@ -1812,7 +1830,9 @@ public class JobsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateDropdowns()
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = new SelectList(
|
||||
customers.Where(c => c.IsActive).Select(c => new
|
||||
{
|
||||
@@ -1823,8 +1843,6 @@ public class JobsController : Controller
|
||||
}).OrderBy(c => c.DisplayName),
|
||||
"Id",
|
||||
"DisplayName");
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var users = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
@@ -2206,13 +2224,13 @@ public class JobsController : Controller
|
||||
/// Loads all active prep services into ViewBag for the item wizard's prep services step.
|
||||
/// Prep services are ordered by DisplayOrder so they appear in the intended workflow sequence.
|
||||
/// </summary>
|
||||
private async Task PopulatePrepServicesAsync()
|
||||
private async Task PopulatePrepServicesAsync(int companyId)
|
||||
{
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive && ps.CompanyId == companyId);
|
||||
ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();
|
||||
_logger.LogInformation("Populated {Count} active prep services", prepServices.Count());
|
||||
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId);
|
||||
ViewBag.BlastSetups = blastSetups.OrderBy(b => b.DisplayOrder)
|
||||
.Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
|
||||
.ToList();
|
||||
@@ -2648,78 +2666,80 @@ public class JobsController : Controller
|
||||
.GroupBy(t => t.InventoryItemId)
|
||||
.ToDictionary(g => g.Key, g => Math.Abs(g.Sum(t => t.Quantity)));
|
||||
|
||||
// Update actual powder usage for each coat
|
||||
foreach (var coatUsage in dto.CoatUsages)
|
||||
// Process powder usage submitted per inventory item (color) for the whole job.
|
||||
// Distribute entered lbs across coats sharing that InventoryItemId proportionally
|
||||
// by estimated PowderToOrder so per-coat reporting stays meaningful.
|
||||
// One inventory deduction per powder (net of pre-logged credit).
|
||||
if (dto.PowderUsages.Any())
|
||||
{
|
||||
var jobItemCoat = await _unitOfWork.JobItemCoats.GetByIdAsync(
|
||||
coatUsage.JobItemCoatId,
|
||||
false,
|
||||
jic => jic.InventoryItem);
|
||||
// Load all coats for the job with their inventory items
|
||||
var allCoats = (await _unitOfWork.JobItemCoats.FindAsync(
|
||||
jic => jic.JobItem != null && jic.JobItem.JobId == dto.JobId,
|
||||
false, jic => jic.InventoryItem, jic => jic.JobItem))
|
||||
.ToList();
|
||||
|
||||
if (jobItemCoat != null)
|
||||
foreach (var powderUsage in dto.PowderUsages)
|
||||
{
|
||||
jobItemCoat.ActualPowderUsedLbs = coatUsage.ActualPowderUsedLbs;
|
||||
await _unitOfWork.JobItemCoats.UpdateAsync(jobItemCoat);
|
||||
if (!powderUsage.ActualPowderUsedLbs.HasValue || powderUsage.ActualPowderUsedLbs.Value <= 0)
|
||||
continue;
|
||||
|
||||
_logger.LogInformation("Updated JobItemCoat {CoatId} with {Lbs} lbs actual powder used",
|
||||
coatUsage.JobItemCoatId, coatUsage.ActualPowderUsedLbs);
|
||||
var invItemId = powderUsage.InventoryItemId;
|
||||
var totalActualLbs = powderUsage.ActualPowderUsedLbs.Value;
|
||||
|
||||
// Deduct powder from inventory if using stock powder
|
||||
if (jobItemCoat.InventoryItemId.HasValue &&
|
||||
coatUsage.ActualPowderUsedLbs.HasValue &&
|
||||
coatUsage.ActualPowderUsedLbs.Value > 0)
|
||||
// Distribute across coats using this powder proportionally by estimated lbs
|
||||
var coatsForPowder = allCoats.Where(c => c.InventoryItemId == invItemId).ToList();
|
||||
if (coatsForPowder.Any())
|
||||
{
|
||||
var invItemId = jobItemCoat.InventoryItemId.Value;
|
||||
var actualLbs = coatUsage.ActualPowderUsedLbs.Value;
|
||||
|
||||
// Apply available pre-logged credit so we don't double-deduct
|
||||
var credit = preLoggedCredit.GetValueOrDefault(invItemId, 0m);
|
||||
var deductNow = Math.Max(0m, actualLbs - credit);
|
||||
// Consume credit (other coats sharing the same powder get whatever remains)
|
||||
preLoggedCredit[invItemId] = Math.Max(0m, credit - actualLbs);
|
||||
|
||||
if (deductNow > 0)
|
||||
var totalEstimated = coatsForPowder.Sum(c => c.PowderToOrder ?? 0m);
|
||||
foreach (var coat in coatsForPowder)
|
||||
{
|
||||
var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(invItemId);
|
||||
if (inventoryItem != null)
|
||||
{
|
||||
var transaction = new InventoryTransaction
|
||||
{
|
||||
InventoryItemId = inventoryItem.Id,
|
||||
TransactionType = InventoryTransactionType.JobUsage,
|
||||
Quantity = -deductNow,
|
||||
UnitCost = inventoryItem.UnitCost,
|
||||
TotalCost = inventoryItem.UnitCost * deductNow,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
JobId = job.Id,
|
||||
Reference = job.JobNumber,
|
||||
Notes = $"Powder used for Job {job.JobNumber} - {jobItemCoat.CoatName} ({jobItemCoat.ColorName ?? "N/A"}) by {currentUser!.FirstName} {currentUser.LastName}",
|
||||
BalanceAfter = inventoryItem.QuantityOnHand - deductNow,
|
||||
CompanyId = job.CompanyId
|
||||
};
|
||||
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(transaction);
|
||||
inventoryItem.QuantityOnHand -= deductNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(inventoryItem);
|
||||
|
||||
// GL: DR COGS, CR Inventory Asset (accrual) — no-op if accounts not configured
|
||||
if (inventoryItem.CogsAccountId.HasValue && inventoryItem.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = deductNow * (inventoryItem.AverageCost > 0 ? inventoryItem.AverageCost : inventoryItem.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(inventoryItem.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(inventoryItem.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
_logger.LogInformation(
|
||||
"Deducted {Lbs} lbs (net of pre-logged) of {Item} from inventory for Job {JobNumber}. New quantity: {NewQty}",
|
||||
deductNow, inventoryItem.Name, job.JobNumber, inventoryItem.QuantityOnHand);
|
||||
}
|
||||
var share = totalEstimated > 0
|
||||
? totalActualLbs * ((coat.PowderToOrder ?? 0m) / totalEstimated)
|
||||
: totalActualLbs / coatsForPowder.Count;
|
||||
coat.ActualPowderUsedLbs = Math.Round(share, 4);
|
||||
await _unitOfWork.JobItemCoats.UpdateAsync(coat);
|
||||
}
|
||||
else
|
||||
}
|
||||
|
||||
// Single inventory deduction for the whole powder, net of pre-logged credit
|
||||
var credit = preLoggedCredit.GetValueOrDefault(invItemId, 0m);
|
||||
var deductNow = Math.Max(0m, totalActualLbs - credit);
|
||||
preLoggedCredit[invItemId] = 0m;
|
||||
|
||||
if (deductNow > 0)
|
||||
{
|
||||
var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(invItemId);
|
||||
if (inventoryItem != null)
|
||||
{
|
||||
inventoryItem.QuantityOnHand -= deductNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(inventoryItem);
|
||||
|
||||
var transaction = new InventoryTransaction
|
||||
{
|
||||
InventoryItemId = inventoryItem.Id,
|
||||
TransactionType = InventoryTransactionType.JobUsage,
|
||||
Quantity = -deductNow,
|
||||
UnitCost = inventoryItem.UnitCost,
|
||||
TotalCost = inventoryItem.UnitCost * deductNow,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
JobId = job.Id,
|
||||
Reference = job.JobNumber,
|
||||
Notes = $"Powder used for Job {job.JobNumber} by {currentUser!.FirstName} {currentUser.LastName}",
|
||||
BalanceAfter = inventoryItem.QuantityOnHand,
|
||||
CompanyId = job.CompanyId
|
||||
};
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(transaction);
|
||||
|
||||
if (inventoryItem.CogsAccountId.HasValue && inventoryItem.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = deductNow * (inventoryItem.AverageCost > 0 ? inventoryItem.AverageCost : inventoryItem.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(inventoryItem.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(inventoryItem.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
_logger.LogInformation(
|
||||
"Skipped inventory deduction for JobItemCoat {CoatId} — {Lbs} lbs already pre-logged for inventory item {InvItemId}",
|
||||
coatUsage.JobItemCoatId, actualLbs, invItemId);
|
||||
"Deducted {Lbs} lbs (net of pre-logged) of {Item} from inventory for Job {JobNumber}. New quantity: {NewQty}",
|
||||
deductNow, inventoryItem.Name, job.JobNumber, inventoryItem.QuantityOnHand);
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -3147,7 +3167,7 @@ public class JobsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateJobItemDropDownsAsync(int companyId, decimal fallbackOvenRate)
|
||||
{
|
||||
var inventory = await _unitOfWork.InventoryItems.GetAllAsync(false, i => i.InventoryCategory);
|
||||
var inventory = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId, false, i => i.InventoryCategory);
|
||||
ViewBag.InventoryCoatings = inventory
|
||||
.Where(i => i.IsActive && i.InventoryCategory?.IsActive == true && i.InventoryCategory.IsCoating)
|
||||
.OrderBy(i => i.IsIncoming ? 1 : 0).ThenBy(i => i.InventoryCategory!.DisplayOrder).ThenBy(i => i.ColorName ?? i.Name)
|
||||
@@ -3167,12 +3187,12 @@ public class JobsController : Controller
|
||||
isIncoming = i.IsIncoming
|
||||
}).ToList();
|
||||
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync(false);
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(s => s.CompanyId == companyId, false);
|
||||
ViewBag.Vendors = vendors
|
||||
.Where(s => s.IsActive).OrderBy(s => s.CompanyName)
|
||||
.Select(s => new { value = s.Id.ToString(), text = s.CompanyName }).ToList();
|
||||
|
||||
var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category, i => i.Category.ParentCategory);
|
||||
var catalogItems = await _unitOfWork.CatalogItems.FindAsync(i => i.CompanyId == companyId, false, i => i.Category, i => i.Category.ParentCategory);
|
||||
ViewBag.CatalogItems = catalogItems
|
||||
.Where(i => i.IsActive)
|
||||
.OrderBy(i => i.Category.DisplayOrder).ThenBy(i => i.DisplayOrder)
|
||||
@@ -3201,10 +3221,10 @@ public class JobsController : Controller
|
||||
description = i.Description
|
||||
}).ToList();
|
||||
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive && ps.CompanyId == companyId);
|
||||
ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();
|
||||
|
||||
var blastSetupsForEditItems = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
|
||||
var blastSetupsForEditItems = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId);
|
||||
ViewBag.BlastSetups = blastSetupsForEditItems.OrderBy(b => b.DisplayOrder)
|
||||
.Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
|
||||
.ToList();
|
||||
@@ -3368,8 +3388,7 @@ public class JobsController : Controller
|
||||
public async Task<IActionResult> GetTimeEntries(int jobId)
|
||||
{
|
||||
var entries = await _unitOfWork.JobTimeEntries.FindAsync(
|
||||
e => e.JobId == jobId, false,
|
||||
e => e.Worker); // Worker nav loaded for display of legacy entries that pre-date user migration
|
||||
e => e.JobId == jobId, false);
|
||||
var dtos = _mapper.Map<List<JobTimeEntryDto>>(entries.OrderByDescending(e => e.WorkDate).ToList());
|
||||
return Json(dtos);
|
||||
}
|
||||
@@ -3823,15 +3842,24 @@ public class JobsController : Controller
|
||||
|
||||
// Operating costs for fallback labor rate and oven rate
|
||||
var opCosts = (await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId)).FirstOrDefault();
|
||||
var fallbackLaborRate = opCosts?.StandardLaborRate ?? 0m;
|
||||
var effectiveOvenMinutes = (opCosts?.DefaultOvenCycleMinutes > 0 ? (int?)opCosts!.DefaultOvenCycleMinutes : null) ?? 45;
|
||||
var defaultOvenCycleHours = effectiveOvenMinutes / 60.0m;
|
||||
|
||||
// Role cost rates map: role → hourly rate
|
||||
var roleCosts = await _unitOfWork.ShopWorkerRoleCosts.FindAsync(r => r.CompanyId == companyId);
|
||||
var roleCostMap = roleCosts.ToDictionary(r => r.Role, r => r.HourlyRate);
|
||||
// Labor cost rate priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
var companyLaborCostRate = opCosts?.LaborCostPerHour ?? ((opCosts?.StandardLaborRate ?? 0m) * 0.20m);
|
||||
var companyUsers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.LaborCostPerHour != null)
|
||||
.Select(u => new { u.Id, u.LaborCostPerHour })
|
||||
.ToListAsync();
|
||||
var userLaborCostMap = companyUsers.ToDictionary(u => u.Id, u => u.LaborCostPerHour!.Value);
|
||||
|
||||
// 1. Powder / Material cost
|
||||
// Priority: PowderUsageLog actuals (sum per coat) > coat.ActualPowderUsedLbs > coat.PowderToOrder (estimated)
|
||||
var usageLogs = await _unitOfWork.PowderUsageLogs.FindAsync(u => u.JobId == jobId);
|
||||
var actualByCoat = usageLogs
|
||||
.GroupBy(u => u.JobItemCoatId)
|
||||
.ToDictionary(g => g.Key, g => g.Sum(u => u.ActualLbsUsed));
|
||||
|
||||
decimal powderCost = 0m;
|
||||
var powderLines = new List<object>();
|
||||
bool hasCoatsWithRateButNoQty = false;
|
||||
@@ -3839,7 +3867,19 @@ public class JobsController : Controller
|
||||
{
|
||||
foreach (var coat in item.Coats)
|
||||
{
|
||||
var lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
bool isActual;
|
||||
decimal lbs;
|
||||
if (actualByCoat.TryGetValue(coat.Id, out var loggedLbs) && loggedLbs > 0)
|
||||
{
|
||||
lbs = loggedLbs;
|
||||
isActual = true;
|
||||
}
|
||||
else
|
||||
{
|
||||
lbs = coat.ActualPowderUsedLbs ?? coat.PowderToOrder ?? 0m;
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue;
|
||||
}
|
||||
|
||||
var costPerLb = coat.PowderCostPerLb ?? 0m;
|
||||
var lineCost = lbs * costPerLb;
|
||||
powderCost += lineCost;
|
||||
@@ -3850,7 +3890,7 @@ public class JobsController : Controller
|
||||
lbs = Math.Round(lbs, 3),
|
||||
costPerLb = Math.Round(costPerLb, 4),
|
||||
total = Math.Round(lineCost, 2),
|
||||
isActual = coat.ActualPowderUsedLbs.HasValue
|
||||
isActual
|
||||
});
|
||||
}
|
||||
else if (costPerLb > 0 && lbs == 0)
|
||||
@@ -3862,20 +3902,23 @@ public class JobsController : Controller
|
||||
}
|
||||
|
||||
// 2. Labor cost
|
||||
// Priority: per-user LaborCostPerHour → company LaborCostPerHour → 20% of StandardLaborRate
|
||||
decimal laborCost = 0m;
|
||||
var laborLines = new List<object>();
|
||||
foreach (var entry in job.TimeEntries)
|
||||
{
|
||||
var rate = entry.Worker != null && roleCostMap.TryGetValue(entry.Worker.Role, out var r) ? r : fallbackLaborRate;
|
||||
bool usingPerUser = entry.UserId != null && userLaborCostMap.TryGetValue(entry.UserId, out _);
|
||||
var rate = usingPerUser
|
||||
? userLaborCostMap[entry.UserId!]
|
||||
: companyLaborCostRate;
|
||||
var lineCost = entry.HoursWorked * rate;
|
||||
laborCost += lineCost;
|
||||
laborLines.Add(new {
|
||||
worker = entry.Worker?.Name ?? "Unknown",
|
||||
role = entry.Worker != null ? System.Text.RegularExpressions.Regex.Replace(entry.Worker.Role.ToString(), "([a-z])([A-Z])", "$1 $2") : "",
|
||||
worker = entry.UserDisplayName ?? "Unknown",
|
||||
hours = entry.HoursWorked,
|
||||
rate = Math.Round(rate, 2),
|
||||
total = Math.Round(lineCost, 2),
|
||||
usingFallback = entry.Worker == null || !roleCostMap.ContainsKey(entry.Worker.Role),
|
||||
usingFallback = !usingPerUser,
|
||||
stage = entry.Stage,
|
||||
workDate = entry.WorkDate.ToString("MM/dd/yyyy")
|
||||
});
|
||||
@@ -3949,7 +3992,7 @@ public class JobsController : Controller
|
||||
grossMargin,
|
||||
quotedMargin,
|
||||
quotedPrice = Math.Round(job.QuotedPrice, 2),
|
||||
fallbackLaborRate,
|
||||
companyLaborCostRate,
|
||||
powderLines,
|
||||
laborLines,
|
||||
hasPowderData = powderLines.Count > 0,
|
||||
@@ -4057,9 +4100,87 @@ public class JobsController : Controller
|
||||
|
||||
_logger.LogInformation("Recorded first job creation for company {CompanyId}", companyId);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Logs manual material usage from the job details page. Mirrors the QR scan LogUsage
|
||||
/// flow in InventoryController but returns JSON so the modal can close and refresh inline.
|
||||
/// Quantity is always the amount USED (caller converts from remaining if needed).
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> LogMaterial([FromBody] LogMaterialRequest req)
|
||||
{
|
||||
try
|
||||
{
|
||||
if (req.QuantityUsed <= 0)
|
||||
return Json(new { success = false, message = "Quantity used must be greater than zero." });
|
||||
|
||||
var item = await _unitOfWork.InventoryItems.GetByIdAsync(req.InventoryItemId);
|
||||
if (item == null) return Json(new { success = false, message = "Inventory item not found." });
|
||||
|
||||
var job = await _unitOfWork.Jobs.GetByIdAsync(req.JobId);
|
||||
if (job == null) return Json(new { success = false, message = "Job not found." });
|
||||
|
||||
var txnType = req.TransactionType == "Waste"
|
||||
? InventoryTransactionType.Waste
|
||||
: InventoryTransactionType.JobUsage;
|
||||
|
||||
item.QuantityOnHand -= req.QuantityUsed;
|
||||
item.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.InventoryItems.UpdateAsync(item);
|
||||
|
||||
var txn = new PowderCoating.Core.Entities.InventoryTransaction
|
||||
{
|
||||
InventoryItemId = item.Id,
|
||||
TransactionType = txnType,
|
||||
Quantity = -req.QuantityUsed,
|
||||
UnitCost = item.UnitCost,
|
||||
TotalCost = req.QuantityUsed * item.UnitCost,
|
||||
TransactionDate = DateTime.UtcNow,
|
||||
BalanceAfter = item.QuantityOnHand,
|
||||
JobId = req.JobId,
|
||||
Reference = $"Job {job.JobNumber}",
|
||||
Notes = req.Notes?.Trim(),
|
||||
CompanyId = item.CompanyId,
|
||||
CreatedAt = DateTime.UtcNow
|
||||
};
|
||||
await _unitOfWork.InventoryTransactions.AddAsync(txn);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// GL: DR COGS, CR Inventory Asset
|
||||
if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
|
||||
{
|
||||
var cost = req.QuantityUsed * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
|
||||
await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
|
||||
await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
|
||||
}
|
||||
|
||||
return Json(new
|
||||
{
|
||||
success = true,
|
||||
message = $"Logged {req.QuantityUsed:N2} {item.UnitOfMeasure} of {item.Name}.",
|
||||
newBalance = item.QuantityOnHand,
|
||||
unitOfMeasure = item.UnitOfMeasure,
|
||||
itemName = item.Name
|
||||
});
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error logging material for job {JobId}", req.JobId);
|
||||
return Json(new { success = false, message = "An error occurred. Please try again." });
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
public class DeleteTimeEntryRequest { public int Id { get; set; } }
|
||||
public class LogMaterialRequest
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
public int InventoryItemId { get; set; }
|
||||
public decimal QuantityUsed { get; set; }
|
||||
public string TransactionType { get; set; } = "JobUsage";
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
public class CreateReworkJobRequest { public int ReworkRecordId { get; set; } public string? Notes { get; set; } }
|
||||
|
||||
public class UpdateWorkerAssignmentRequest
|
||||
|
||||
@@ -90,8 +90,8 @@ public class JobsPriorityController : Controller
|
||||
.ToList();
|
||||
|
||||
// Get priorities and workers for modal options
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId);
|
||||
var workers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
|
||||
@@ -16,15 +16,18 @@ public class MaintenanceController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<MaintenanceController> _logger;
|
||||
|
||||
public MaintenanceController(
|
||||
IUnitOfWork unitOfWork,
|
||||
IMapper mapper,
|
||||
ITenantContext tenantContext,
|
||||
ILogger<MaintenanceController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -740,7 +743,8 @@ public class MaintenanceController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateViewBagAsync(int? selectedEquipmentId = null)
|
||||
{
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId);
|
||||
ViewBag.EquipmentList = new SelectList(
|
||||
equipment.Where(e => e.IsActive).OrderBy(e => e.EquipmentName),
|
||||
"Id",
|
||||
|
||||
@@ -179,8 +179,9 @@ public class OvenSchedulerController : Controller
|
||||
public async Task<IActionResult> Suggest([FromBody] SuggestRequest req)
|
||||
{
|
||||
var goal = req?.OptimizationGoal ?? "maximize_throughput";
|
||||
var suggestCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var equipmentList = (await _unitOfWork.OvenCosts.GetAllAsync())
|
||||
var equipmentList = (await _unitOfWork.OvenCosts.FindAsync(o => o.CompanyId == suggestCompanyId))
|
||||
.Where(o => o.IsActive)
|
||||
.OrderBy(o => o.DisplayOrder).ThenBy(o => o.Label)
|
||||
.ToList();
|
||||
@@ -188,10 +189,11 @@ public class OvenSchedulerController : Controller
|
||||
if (!equipmentList.Any())
|
||||
return Json(new { success = false, error = "No active ovens found. Add Named Ovens in Settings → Operating Costs." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == suggestCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var queueJobs = (await _unitOfWork.Jobs.GetAllAsync(
|
||||
var queueJobs = (await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.CompanyId == suggestCompanyId,
|
||||
false,
|
||||
j => j.Customer,
|
||||
j => j.JobStatus,
|
||||
@@ -265,7 +267,8 @@ public class OvenSchedulerController : Controller
|
||||
if (req?.Batches == null || !req.Batches.Any())
|
||||
return Json(new { success = false, error = "No batches provided." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var acceptCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == acceptCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var createdBatches = new List<object>();
|
||||
@@ -357,7 +360,8 @@ public class OvenSchedulerController : Controller
|
||||
if (oven == null)
|
||||
return Json(new { success = false, error = "Oven not found." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var createBatchCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == createBatchCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var batchNumber = await GenerateBatchNumberAsync();
|
||||
@@ -651,7 +655,8 @@ public class OvenSchedulerController : Controller
|
||||
if (inOvenStatus != null)
|
||||
{
|
||||
var jobIds = batch.Items.Select(i => i.JobId).Distinct().ToHashSet();
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync()).Where(j => jobIds.Contains(j.Id));
|
||||
var startBatchCid = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == startBatchCid && jobIds.Contains(j.Id));
|
||||
foreach (var job in jobs)
|
||||
job.JobStatusId = inOvenStatus.Id;
|
||||
}
|
||||
|
||||
@@ -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)
|
||||
|
||||
@@ -255,7 +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
|
||||
@@ -441,7 +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
|
||||
@@ -2430,7 +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
|
||||
{
|
||||
@@ -2471,7 +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)
|
||||
@@ -2492,13 +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)
|
||||
@@ -2528,11 +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();
|
||||
@@ -2599,7 +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
|
||||
{
|
||||
@@ -2825,9 +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");
|
||||
@@ -3347,7 +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();
|
||||
}
|
||||
|
||||
|
||||
@@ -44,7 +44,8 @@ public class RecurringTemplatesController : Controller
|
||||
/// <summary>Lists all recurring templates for the current company, active first then by name.</summary>
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var templates = await _unitOfWork.RecurringTemplates.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var templates = await _unitOfWork.RecurringTemplates.FindAsync(t => t.CompanyId == companyId);
|
||||
return View(templates.OrderByDescending(t => t.IsActive).ThenBy(t => t.Name).ToList());
|
||||
}
|
||||
|
||||
@@ -425,11 +426,12 @@ public class RecurringTemplatesController : Controller
|
||||
/// <summary>Loads dropdowns for vendors, accounts, and payment methods into ViewBag.</summary>
|
||||
private async Task PopulateDropDownsAsync()
|
||||
{
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId);
|
||||
ViewBag.Vendors = vendors.OrderBy(v => v.CompanyName)
|
||||
.Select(v => new SelectListItem(v.CompanyName, v.Id.ToString())).ToList();
|
||||
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
ViewBag.APAccounts = accounts
|
||||
.Where(a => a.AccountSubType == AccountSubType.AccountsPayable)
|
||||
.OrderBy(a => a.AccountNumber)
|
||||
|
||||
@@ -11,6 +11,7 @@ using PowderCoating.Core.Interfaces;
|
||||
using PowderCoating.Core.Entities;
|
||||
using PowderCoating.Shared.Constants;
|
||||
using PowderCoating.Web.ViewModels.Reports;
|
||||
using System.Security.Claims;
|
||||
|
||||
namespace PowderCoating.Web.Controllers;
|
||||
|
||||
@@ -25,8 +26,9 @@ public class ReportsController : Controller
|
||||
private readonly UserManager<ApplicationUser> _userManager;
|
||||
private readonly IAccountingAiService _accountingAi;
|
||||
private readonly IAiUsageLogger _usageLogger;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
|
||||
public ReportsController(IUnitOfWork unitOfWork, ILogger<ReportsController> logger, IFinancialReportService financialReports, IOperationalReportService operationalReports, IPdfService pdfService, UserManager<ApplicationUser> userManager, IAccountingAiService accountingAi, IAiUsageLogger usageLogger)
|
||||
public ReportsController(IUnitOfWork unitOfWork, ILogger<ReportsController> logger, IFinancialReportService financialReports, IOperationalReportService operationalReports, IPdfService pdfService, UserManager<ApplicationUser> userManager, IAccountingAiService accountingAi, IAiUsageLogger usageLogger, ITenantContext tenantContext)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_logger = logger;
|
||||
@@ -36,6 +38,7 @@ public class ReportsController : Controller
|
||||
_userManager = userManager;
|
||||
_accountingAi = accountingAi;
|
||||
_usageLogger = usageLogger;
|
||||
_tenantContext = tenantContext;
|
||||
}
|
||||
|
||||
/// <summary>
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||||
@@ -79,27 +82,26 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// Load only necessary data - optimized with filtering and minimal eager loading
|
||||
// Jobs: Load all jobs (we need various status filters and the collection is needed for job status distribution)
|
||||
// Note: Date filtering would exclude data needed for jobsByStatus calculation
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
// Load only necessary data — all explicitly scoped to this company
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
|
||||
// Quotes: Load all quotes (needed for quote status distribution and conversion funnel)
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.Customer, q => q.QuoteStatus)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.Customer, q => q.QuoteStatus)).ToList();
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||||
|
||||
// Customers: Load all (needed for active count and customer creation trend across all months)
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||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
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||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
|
||||
// Equipment: Load all for status distribution
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||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
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||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
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||||
|
||||
// Inventory: Load all for low stock analysis
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||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
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var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
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||||
|
||||
// Appointments: Filter to relevant date range at DB level
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||||
var appointments = (await _unitOfWork.Appointments.FindAsync(
|
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a => a.ScheduledStartTime >= startDate,
|
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a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate,
|
||||
false,
|
||||
a => a.Customer,
|
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a => a.AppointmentType,
|
||||
@@ -108,7 +110,7 @@ public class ReportsController : Controller
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||||
// Users with assigned jobs/appointments will be loaded below when building worker stats
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||||
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// CatalogItems: Load all for category distribution
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var catalogItems = (await _unitOfWork.CatalogItems.GetAllAsync(false, c => c.Category)).ToList();
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var catalogItems = (await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId, false, c => c.Category)).ToList();
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||||
|
||||
// === OVERVIEW METRICS ===
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
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@@ -382,7 +384,7 @@ public class ReportsController : Controller
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.ToDictionary(g => g.Key, g => g.Count());
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||||
// === FINANCIAL ANALYTICS ===
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var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
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var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
|
||||
var totalInvoiced = activeInvoices.Sum(i => i.Total);
|
||||
@@ -781,7 +783,7 @@ public class ReportsController : Controller
|
||||
|
||||
// === POWDER CONSUMPTION VS PURCHASE ===
|
||||
var allInventoryTransactions = (await _unitOfWork.InventoryTransactions
|
||||
.GetAllAsync(false, t => t.InventoryItem))
|
||||
.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem))
|
||||
.ToList();
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||||
|
||||
var powderConsumptionItems = allInventoryTransactions
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||||
@@ -1309,14 +1311,15 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.QuoteStatus)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allAppointments = await _unitOfWork.Appointments.GetAllAsync(false, a => a.AppointmentStatus);
|
||||
var appointments = allAppointments.Where(a => a.ScheduledStartTime >= startDate).ToList();
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allAppointments = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate, false, a => a.AppointmentStatus);
|
||||
var appointments = allAppointments.ToList();
|
||||
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
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||||
var activeJobs = jobs.Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
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@@ -1384,7 +1387,8 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var inRange = completedJobs.Where(j => j.UpdatedAt >= startDate).ToList();
|
||||
var byMonth = inRange.GroupBy(j => new DateTime(j.UpdatedAt!.Value.Year, j.UpdatedAt.Value.Month, 1)).ToDictionary(g => g.Key, g => g.ToList());
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||||
@@ -1430,12 +1434,13 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allAppts = await _unitOfWork.Appointments.GetAllAsync(false, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointments = allAppts.Where(a => a.ScheduledStartTime >= startDate).ToList();
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allAppts = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate, false, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointments = allAppts.ToList();
|
||||
|
||||
var activeJobs = jobs.Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
@@ -1483,10 +1488,11 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.QuoteStatus)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.GetAllAsync(false, c => c.Category)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority))
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId, false, c => c.Category)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority))
|
||||
.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
|
||||
var customersByMonth = customers.Where(c => c.CreatedAt >= startDate).GroupBy(c => new DateTime(c.CreatedAt.Year, c.CreatedAt.Month, 1)).ToDictionary(g => g.Key, g => g.Count());
|
||||
@@ -1523,7 +1529,8 @@ public class ReportsController : Controller
|
||||
if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var outstandingInvoices = activeInvoices.Where(i => i.Status != InvoiceStatus.Paid && i.Total > i.AmountPaid).ToList();
|
||||
var overdueInvoices = activeInvoices.Where(i => i.Status != InvoiceStatus.Paid && i.DueDate.HasValue && i.DueDate.Value < today).ToList();
|
||||
@@ -1574,7 +1581,8 @@ public class ReportsController : Controller
|
||||
|
||||
var monthLabels = new List<string>(); var monthlyBillsPaid = new List<decimal>(); var monthlyDirectExpenses = new List<decimal>();
|
||||
// Also load collected payments for P&L comparison
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Payments)).ToList();
|
||||
var paymentsByMonth = allInvoices.SelectMany(i => i.Payments.Where(p => !p.IsDeleted)).GroupBy(p => new DateTime(p.PaymentDate.Year, p.PaymentDate.Month, 1)).ToDictionary(g => g.Key, g => g.ToList());
|
||||
var plRevenue = new List<decimal>(); var plExpenses = new List<decimal>(); var plNet = new List<decimal>();
|
||||
for (var i = months - 1; i >= 0; i--)
|
||||
@@ -1609,8 +1617,10 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var powderTransactions = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem))
|
||||
.Where(t => t.TransactionType == InventoryTransactionType.JobUsage && t.TransactionDate >= startDate).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var powderTransactions = (await _unitOfWork.InventoryTransactions.FindAsync(
|
||||
t => t.CompanyId == companyId && t.TransactionType == InventoryTransactionType.JobUsage && t.TransactionDate >= startDate, false, t => t.InventoryItem))
|
||||
.ToList();
|
||||
|
||||
var topColors = powderTransactions.Where(t => t.InventoryItem != null).GroupBy(t => t.InventoryItemId)
|
||||
.Select(g => new PowderUsageByColorItem { InventoryItemId = g.Key, ColorName = g.First().InventoryItem!.ColorName ?? g.First().InventoryItem.Name, ColorCode = g.First().InventoryItem!.ColorCode, SKU = g.First().InventoryItem!.SKU, Manufacturer = g.First().InventoryItem!.Manufacturer, TotalLbsUsed = g.Sum(t => Math.Abs(t.Quantity)), TotalCost = g.Sum(t => Math.Abs(t.TotalCost)), JobCount = g.Where(t => !string.IsNullOrEmpty(t.Reference)).Select(t => t.Reference).Distinct().Count() })
|
||||
@@ -1631,7 +1641,8 @@ public class ReportsController : Controller
|
||||
/// <summary>Sales by Customer report — all active (non-voided) invoices grouped by customer, sorted by total invoiced.</summary>
|
||||
public async Task<IActionResult> SalesByCustomer(int months = 6)
|
||||
{
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var items = activeInvoices.Where(i => i.Customer != null)
|
||||
.GroupBy(i => new { i.CustomerId, Name = i.Customer!.IsCommercial ? i.Customer.CompanyName : $"{i.Customer.ContactFirstName} {i.Customer.ContactLastName}".Trim(), i.Customer.IsCommercial })
|
||||
@@ -1650,8 +1661,9 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var items = customers.Where(c => c.IsActive).Select(c =>
|
||||
{
|
||||
var cJobs = completedJobs.Where(j => j.CustomerId == c.Id).ToList();
|
||||
@@ -1682,7 +1694,8 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode) && j.CompletedDate.HasValue).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode) && j.CompletedDate.HasValue).ToList();
|
||||
var allStatusHistory = await _operationalReports.GetAllJobStatusHistoryAsync();
|
||||
var historyByJob = allStatusHistory.GroupBy(h => h.JobId).ToDictionary(g => g.Key, g => g.OrderBy(h => h.ChangedDate).ToList());
|
||||
var statusDisplayOrder = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING", "MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK" };
|
||||
@@ -1720,7 +1733,8 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING", "MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var activeJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var activeJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var items = activeJobs.Select(j => new JobStatusAgingItem
|
||||
{
|
||||
JobId = j.Id, JobNumber = j.JobNumber, CustomerName = j.Customer?.IsCommercial == true ? j.Customer.CompanyName ?? "Unknown" : $"{j.Customer?.ContactFirstName} {j.Customer?.ContactLastName}".Trim(),
|
||||
@@ -1740,7 +1754,8 @@ public class ReportsController : Controller
|
||||
{
|
||||
if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
|
||||
var today = DateTime.Today;
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var items = allInvoices.Where(i => i.Customer != null && i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff && i.Status != InvoiceStatus.Paid)
|
||||
.Select(i =>
|
||||
{
|
||||
@@ -1758,7 +1773,8 @@ public class ReportsController : Controller
|
||||
/// </summary>
|
||||
public async Task<IActionResult> PowderConsumption(int months = 6)
|
||||
{
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem)).ToList();
|
||||
var items = allTx.Where(t => t.InventoryItem != null)
|
||||
.GroupBy(t => new { t.InventoryItemId, t.InventoryItem!.Name, t.InventoryItem.SKU, t.InventoryItem.ColorName, t.InventoryItem.ColorCode, t.InventoryItem.Manufacturer })
|
||||
.Select(g => new PowderConsumptionItem { InventoryItemId = g.Key.InventoryItemId, ItemName = g.Key.Name, SKU = g.Key.SKU, ColorName = g.Key.ColorName, ColorCode = g.Key.ColorCode, Manufacturer = g.Key.Manufacturer, TotalPurchasedLbs = g.Where(t => t.TransactionType == InventoryTransactionType.Purchase || t.TransactionType == InventoryTransactionType.Initial).Sum(t => t.Quantity), TotalConsumedLbs = g.Where(t => t.TransactionType == InventoryTransactionType.JobUsage || t.TransactionType == InventoryTransactionType.Waste).Sum(t => Math.Abs(t.Quantity)), PurchaseCount = g.Count(t => t.TransactionType == InventoryTransactionType.Purchase), UsageJobCount = g.Where(t => t.TransactionType == InventoryTransactionType.JobUsage && !string.IsNullOrEmpty(t.Reference)).Select(t => t.Reference).Distinct().Count() })
|
||||
@@ -1776,8 +1792,9 @@ public class ReportsController : Controller
|
||||
public async Task<IActionResult> InventoryTurnover(int months = 6)
|
||||
{
|
||||
var daysInPeriod = months * 30.0;
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem)).ToList();
|
||||
var items = inventory.Where(i => i.IsActive).Select(i =>
|
||||
{
|
||||
var iTx = allTx.Where(t => t.InventoryItemId == i.Id).ToList();
|
||||
@@ -1835,8 +1852,9 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
// Load invoices for AR data
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var outstandingInvoices = activeInvoices.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Paid).ToList();
|
||||
|
||||
@@ -1930,13 +1948,14 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var today = DateTime.Today;
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
// Open AR invoices
|
||||
var openInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments))
|
||||
var openInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments))
|
||||
.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff && i.Status != InvoiceStatus.Paid)
|
||||
.ToList();
|
||||
|
||||
// Compute avg days to pay per customer from paid invoices
|
||||
var paidInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Payments))
|
||||
var paidInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Payments))
|
||||
.Where(i => i.Status == InvoiceStatus.Paid && i.InvoiceDate != default)
|
||||
.ToList();
|
||||
var avgDaysByCustomer = paidInvoices
|
||||
@@ -2137,7 +2156,8 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var today = DateTime.Today;
|
||||
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i =>
|
||||
i.Status != InvoiceStatus.Voided &&
|
||||
i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
@@ -2256,8 +2276,9 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var now = DateTime.UtcNow;
|
||||
var startOfYear = new DateTime(now.Year, 1, 1);
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments))
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments))
|
||||
.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -15,11 +15,13 @@ namespace PowderCoating.Web.Controllers;
|
||||
public class SmsConsentAuditController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<SmsConsentAuditController> _logger;
|
||||
|
||||
public SmsConsentAuditController(IUnitOfWork unitOfWork, ILogger<SmsConsentAuditController> logger)
|
||||
public SmsConsentAuditController(IUnitOfWork unitOfWork, ITenantContext tenantContext, ILogger<SmsConsentAuditController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -30,7 +32,8 @@ public class SmsConsentAuditController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCustomers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(search))
|
||||
{
|
||||
@@ -98,7 +101,8 @@ public class SmsConsentAuditController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync())
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId))
|
||||
.OrderBy(c => c.CompanyName ?? c.ContactLastName ?? c.ContactFirstName)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -32,7 +32,8 @@ public class TaxRatesController : Controller
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var rates = await _unitOfWork.TaxRates.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var rates = await _unitOfWork.TaxRates.FindAsync(r => r.CompanyId == companyId);
|
||||
return View(rates.OrderBy(r => r.Name).ToList());
|
||||
}
|
||||
|
||||
|
||||
@@ -87,7 +87,8 @@ public class ToolsController : Controller
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetImportAccounts()
|
||||
{
|
||||
var allAccounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allAccounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
|
||||
var revenue = allAccounts
|
||||
.Where(a => a.AccountType == AccountType.Revenue && a.IsActive)
|
||||
@@ -123,7 +124,8 @@ public class ToolsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateImportAccountDropdownsAsync()
|
||||
{
|
||||
var allAccounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allAccounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
|
||||
var revenueAccounts = allAccounts
|
||||
.Where(a => a.AccountType == AccountType.Revenue && a.IsActive)
|
||||
@@ -911,7 +913,7 @@ public class ToolsController : Controller
|
||||
/// <c>CompanyId</c> provides the multi-tenant isolation that global query filters would
|
||||
/// normally enforce for other entity types.
|
||||
/// </summary>
|
||||
// GET: Tools/GetShopWorkers - For randomizer wheel
|
||||
// GET: Tools/GetShopWorkers - Returns active company users for randomizer wheel
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetShopWorkers()
|
||||
{
|
||||
@@ -1102,7 +1104,7 @@ public class ToolsController : Controller
|
||||
|
||||
// Validate account IDs belong to this company — stale page load can produce IDs
|
||||
// that were valid before a data reset but no longer exist.
|
||||
var validAccountIds = (await _unitOfWork.Accounts.GetAllAsync())
|
||||
var validAccountIds = (await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value))
|
||||
.Select(a => a.Id).ToHashSet();
|
||||
if (revenueAccountId.HasValue && !validAccountIds.Contains(revenueAccountId.Value))
|
||||
revenueAccountId = null;
|
||||
@@ -1167,7 +1169,7 @@ public class ToolsController : Controller
|
||||
|
||||
// Validate account IDs belong to this company — stale page load can produce IDs
|
||||
// that were valid before a data reset but no longer exist.
|
||||
var validAccountIds = (await _unitOfWork.Accounts.GetAllAsync())
|
||||
var validAccountIds = (await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value))
|
||||
.Select(a => a.Id).ToHashSet();
|
||||
if (inventoryAccountId.HasValue && !validAccountIds.Contains(inventoryAccountId.Value))
|
||||
inventoryAccountId = null;
|
||||
@@ -1939,7 +1941,7 @@ public class ToolsController : Controller
|
||||
using (var archive = new System.IO.Compression.ZipArchive(memoryStream, System.IO.Compression.ZipArchiveMode.Create, true))
|
||||
{
|
||||
// 1. Customers
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId.Value);
|
||||
var customersCsv = GenerateCustomersCsv(customers);
|
||||
var customersEntry = archive.CreateEntry($"customers_{timestamp}.csv");
|
||||
using (var entryStream = customersEntry.Open())
|
||||
@@ -1949,7 +1951,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 2. Quotes
|
||||
var quotes = await _unitOfWork.Quotes.GetAllAsync(false, q => q.Customer, q => q.QuoteStatus);
|
||||
var quotes = await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId.Value, false, q => q.Customer, q => q.QuoteStatus);
|
||||
var quotesCsv = GenerateQuotesCsv(quotes);
|
||||
var quotesEntry = archive.CreateEntry($"quotes_{timestamp}.csv");
|
||||
using (var entryStream = quotesEntry.Open())
|
||||
@@ -1959,7 +1961,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 3. Jobs
|
||||
var jobs = await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority);
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId.Value, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority);
|
||||
var jobsCsv = GenerateJobsCsv(jobs);
|
||||
var jobsEntry = archive.CreateEntry($"jobs_{timestamp}.csv");
|
||||
using (var entryStream = jobsEntry.Open())
|
||||
@@ -1969,7 +1971,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 4. Appointments
|
||||
var appointments = await _unitOfWork.Appointments.GetAllAsync(false,
|
||||
var appointments = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId.Value, false,
|
||||
a => a.Customer, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointmentsCsv = GenerateAppointmentsCsv(appointments);
|
||||
var appointmentsEntry = archive.CreateEntry($"appointments_{timestamp}.csv");
|
||||
@@ -1980,9 +1982,9 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 5. Catalog
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.FindAsync(cc => cc.CompanyId == companyId.Value);
|
||||
var catalogCategoryPaths = BuildCategoryPathMap(catalogCategories);
|
||||
var catalog = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
var catalog = await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId.Value);
|
||||
var catalogCsv = GenerateCatalogCsv(catalog, catalogCategoryPaths);
|
||||
var catalogEntry = archive.CreateEntry($"catalog_{timestamp}.csv");
|
||||
using (var entryStream = catalogEntry.Open())
|
||||
@@ -1992,7 +1994,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 6. Inventory
|
||||
var inventory = await _unitOfWork.InventoryItems.GetAllAsync();
|
||||
var inventory = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId.Value);
|
||||
var inventoryCsv = GenerateInventoryCsv(inventory);
|
||||
var inventoryEntry = archive.CreateEntry($"inventory_{timestamp}.csv");
|
||||
using (var entryStream = inventoryEntry.Open())
|
||||
@@ -2002,7 +2004,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 7. Equipment
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId.Value);
|
||||
var equipmentCsv = GenerateEquipmentCsv(equipment);
|
||||
var equipmentEntry = archive.CreateEntry($"equipment_{timestamp}.csv");
|
||||
using (var entryStream = equipmentEntry.Open())
|
||||
@@ -2012,7 +2014,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 8. Maintenance
|
||||
var maintenance = await _unitOfWork.MaintenanceRecords.GetAllAsync(false, m => m.Equipment);
|
||||
var maintenance = await _unitOfWork.MaintenanceRecords.FindAsync(m => m.CompanyId == companyId.Value, false, m => m.Equipment);
|
||||
var maintenanceCsv = GenerateMaintenanceCsv(maintenance);
|
||||
var maintenanceEntry = archive.CreateEntry($"maintenance_{timestamp}.csv");
|
||||
using (var entryStream = maintenanceEntry.Open())
|
||||
@@ -2022,7 +2024,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 9. Vendors
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId.Value);
|
||||
var vendorsCsv = GenerateVendorsCsv(vendors);
|
||||
var vendorsEntry = archive.CreateEntry($"vendors_{timestamp}.csv");
|
||||
using (var entryStream = vendorsEntry.Open())
|
||||
@@ -2032,7 +2034,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 10. Prep Services
|
||||
var prepServices = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.CompanyId == companyId.Value);
|
||||
var prepServicesCsv = GeneratePrepServicesCsv(prepServices);
|
||||
var prepServicesEntry = archive.CreateEntry($"prep_services_{timestamp}.csv");
|
||||
using (var entryStream = prepServicesEntry.Open())
|
||||
@@ -2042,7 +2044,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 11. Invoices
|
||||
var invoices = await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Job);
|
||||
var invoices = await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId.Value, false, i => i.Customer, i => i.Job);
|
||||
var invoicesCsv = GenerateInvoicesCsv(invoices);
|
||||
var invoicesEntry = archive.CreateEntry($"invoices_{timestamp}.csv");
|
||||
using (var entryStream = invoicesEntry.Open())
|
||||
@@ -2052,7 +2054,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 12. Chart of Accounts
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
|
||||
var accountsCsv = GenerateChartOfAccountsCsv(accounts);
|
||||
var accountsEntry = archive.CreateEntry($"chart_of_accounts_{timestamp}.csv");
|
||||
using (var entryStream = accountsEntry.Open())
|
||||
@@ -2062,7 +2064,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 13. Expenses
|
||||
var expenses = await _unitOfWork.Expenses.GetAllAsync(false, e => e.ExpenseAccount, e => e.PaymentAccount, e => e.Vendor, e => e.Job);
|
||||
var expenses = await _unitOfWork.Expenses.FindAsync(e => e.CompanyId == companyId.Value, false, e => e.ExpenseAccount, e => e.PaymentAccount, e => e.Vendor, e => e.Job);
|
||||
var expensesCsv = GenerateExpensesCsv(expenses);
|
||||
var expensesEntry = archive.CreateEntry($"expenses_{timestamp}.csv");
|
||||
using (var entryStream = expensesEntry.Open())
|
||||
@@ -2072,7 +2074,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 14. Payments
|
||||
var payments = await _unitOfWork.Payments.GetAllAsync(false, p => p.Invoice);
|
||||
var payments = await _unitOfWork.Payments.FindAsync(p => p.CompanyId == companyId.Value, false, p => p.Invoice);
|
||||
var paymentsCsv = GeneratePaymentsCsv(payments);
|
||||
var paymentsEntry = archive.CreateEntry($"payments_{timestamp}.csv");
|
||||
using (var entryStream = paymentsEntry.Open())
|
||||
@@ -2258,9 +2260,9 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.FindAsync(cc => cc.CompanyId == companyId.Value);
|
||||
var catalogCategoryPaths = BuildCategoryPathMap(catalogCategories);
|
||||
var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
var catalogItems = await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId.Value);
|
||||
var csv = GenerateCatalogCsv(catalogItems, catalogCategoryPaths);
|
||||
var fileName = $"catalog_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -2326,7 +2328,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId.Value);
|
||||
var csv = GenerateEquipmentCsv(equipment);
|
||||
var fileName = $"equipment_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -2407,13 +2409,13 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
// Load all lookup tables
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var quoteStatuses = await _unitOfWork.QuoteStatusLookups.GetAllAsync();
|
||||
var inventoryCategories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var appointmentStatuses = await _unitOfWork.AppointmentStatusLookups.GetAllAsync();
|
||||
var appointmentTypes = await _unitOfWork.AppointmentTypeLookups.GetAllAsync();
|
||||
// Load all lookup tables — scoped to this company
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId.Value);
|
||||
var quoteStatuses = await _unitOfWork.QuoteStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var inventoryCategories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId.Value);
|
||||
var appointmentStatuses = await _unitOfWork.AppointmentStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var appointmentTypes = await _unitOfWork.AppointmentTypeLookups.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
var csv = GenerateCompanySettingsCsv(company, jobStatuses, jobPriorities,
|
||||
quoteStatuses, inventoryCategories, appointmentStatuses, appointmentTypes);
|
||||
@@ -4092,7 +4094,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var prepServices = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.CompanyId == companyId.Value);
|
||||
var csv = GeneratePrepServicesCsv(prepServices);
|
||||
var fileName = $"prep_services_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -4124,7 +4126,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId.Value);
|
||||
var csv = GenerateVendorsCsv(vendors);
|
||||
var fileName = $"vendors_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -4156,7 +4158,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
|
||||
var csv = GenerateChartOfAccountsCsv(accounts);
|
||||
var fileName = $"chart_of_accounts_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
|
||||
@@ -302,7 +302,7 @@ public static class HelpKnowledgeBase
|
||||
|
||||
**Changing the customer on a job:** On the Job Details page, the Customer field is an always-visible dropdown. Select a different customer — a confirmation banner appears. Click **Save** to apply or **Cancel** to revert. Use this to correct a misassigned job or to move a walk-in job to a customer's proper record after they've been added to the system.
|
||||
|
||||
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice."
|
||||
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Review the Totals panel on the right — if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save.
|
||||
|
||||
**Work Order QR Codes:** Every printed job work order includes two tiers of QR codes — one for viewing the job, and a separate set for taking action on it. All QR codes require the worker to be logged in.
|
||||
|
||||
@@ -314,6 +314,8 @@ public static class HelpKnowledgeBase
|
||||
|
||||
All QR codes require login — workers must have an active account. Logging in once on their phone is sufficient for the session.
|
||||
|
||||
**Logging material usage from a PC (without QR scan):** On the Job Details page, expand the Materials Used section and click **Log Material**. A modal opens where you can: select any inventory item from a dropdown (current stock level shown), choose whether to enter the amount used or the amount remaining (the system calculates usage automatically), pick a reason (Job Usage or Waste/Spillage), and add optional notes. Saves immediately and updates inventory on hand.
|
||||
|
||||
**Blank Work Order:** Print a pre-formatted paper work order to hand to a walk-in customer before creating a digital job record.
|
||||
- Access: Jobs list page → printer icon button "Blank Work Order" in the top-right toolbar. Or navigate directly to /WorkOrder/Blank.
|
||||
- The PDF opens in a new tab ready to print. It includes: company logo and address, Drop Off Date field, Client Name / Client Phone / Due Date fields, 12-row parts table (Part Description / Color / Quote), Notes box, customizable Terms & Conditions text, and a Customer Signature line.
|
||||
@@ -1219,7 +1221,6 @@ public static class HelpKnowledgeBase
|
||||
- [Accounts Payable](/Help/AccountsPayable)
|
||||
- [Equipment & Maintenance](/Help/Equipment)
|
||||
- [Vendors](/Help/Vendors)
|
||||
- [Shop Workers](/Help/ShopWorkers)
|
||||
- [Reports](/Help/Reports)
|
||||
- [Settings](/Help/Settings)
|
||||
- [User Profile](/Help/UserProfile)
|
||||
|
||||
@@ -270,8 +270,7 @@ builder.Services.AddSingleton<IMapper>(sp =>
|
||||
cfg.AddProfile(new InventoryProfile());
|
||||
cfg.AddProfile(new EquipmentProfile());
|
||||
cfg.AddProfile(new MaintenanceProfile());
|
||||
cfg.AddProfile(new ShopWorkerProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new CatalogProfile());
|
||||
cfg.AddProfile(new VendorProfile());
|
||||
cfg.AddProfile(new LookupProfile());
|
||||
cfg.AddProfile(new AppointmentProfile());
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@{
|
||||
ViewData["Title"] = "Company Settings";
|
||||
ViewData["PageIcon"] = "bi-building";
|
||||
@@ -344,28 +344,35 @@
|
||||
|
||||
<!-- Operating Costs Tab -->
|
||||
<div class="tab-pane fade" id="operating-costs" role="tabpanel">
|
||||
<div class="card mt-3">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title">Operating Costs Configuration
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Operating Costs"
|
||||
data-bs-content="These are the rates the quoting engine uses to price every job automatically. Set them to your real shop costs and the system will produce accurate quotes without manual calculation. <strong>New quotes use the current rates</strong> — changing a rate here does not retroactively reprice existing quotes.<br><br><a href='/Help/Settings#pricing-configuration' target='_blank'>Learn more →</a>">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
<p class="text-muted">Configure your operating costs for accurate job quoting calculations.</p>
|
||||
<form id="operatingCostsForm">
|
||||
|
||||
<form id="operatingCostsForm">
|
||||
<!-- Rates & Costs -->
|
||||
<h6 class="border-bottom pb-2 mb-3">Rates & Costs
|
||||
<!-- Header -->
|
||||
<div class="card mt-3">
|
||||
<div class="card-body">
|
||||
<h5 class="card-title mb-1">Operating Costs Configuration
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rates & Costs"
|
||||
data-bs-content="<strong>Standard Labor Rate</strong> is the baseline $/hr for all coating work — sandblasting and masking are multiplied from this. <strong>Powder Coating Cost/sq ft</strong> is the fallback material rate used when you don't select a specific powder inventory item on a quote item. <strong>Additional Coat Labor</strong> is the percentage of the base labor cost charged for each coat after the first (e.g. 30% means a 2nd coat adds 30% more labor).">
|
||||
data-bs-title="Operating Costs"
|
||||
data-bs-content="These are the rates the quoting engine uses to price every job automatically. Set them to your real shop costs and the system will produce accurate quotes without manual calculation. <strong>New quotes use the current rates</strong> — changing a rate here does not retroactively reprice existing quotes.<br><br><a href='/Help/Settings#pricing-configuration' target='_blank'>Learn more →</a>">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
</h5>
|
||||
<p class="text-muted mb-0">Configure your operating costs for accurate job quoting calculations.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Rates & Costs -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-currency-dollar text-primary me-1"></i> Rates & Costs
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rates & Costs"
|
||||
data-bs-content="<strong>Standard Labor Rate</strong> is the baseline $/hr for all coating work — sandblasting and masking are multiplied from this. <strong>Powder Coating Cost/sq ft</strong> is the fallback material rate used when you don't select a specific powder inventory item on a quote item. <strong>Additional Coat Labor</strong> is the percentage of the base labor cost charged for each coat after the first (e.g. 30% means a 2nd coat adds 30% more labor).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-3">
|
||||
<div class="mb-3">
|
||||
@@ -375,6 +382,18 @@
|
||||
<input type="number" step="0.01" class="form-control" id="standardLaborRate" name="StandardLaborRate" value="@(Model.OperatingCosts?.StandardLaborRate ?? 0)" min="0" max="10000" required>
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<small class="text-muted">Billing rate used in quotes and pricing</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<div class="mb-3">
|
||||
<label for="laborCostPerHour" class="form-label">Shop Labor Cost Rate</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" step="0.01" class="form-control" id="laborCostPerHour" name="LaborCostPerHour" value="@(Model.OperatingCosts?.LaborCostPerHour?.ToString() ?? "")" min="0" max="10000" placeholder="@(((Model.OperatingCosts?.StandardLaborRate ?? 0) * 0.20m).ToString("0.00"))">
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<small class="text-muted">Actual wage cost for job costing & profit display only — never shown to customers. Leave blank to default to 20% of billing rate.</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
@@ -418,16 +437,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Facility Overhead -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-3">Facility Overhead
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Facility Overhead"
|
||||
data-bs-content="Enter your monthly shop rent and combined utility costs. The system divides these by your estimated billable hours to derive a per-hour overhead rate, which is then added to every quote proportionally to the estimated job time. This ensures fixed facility costs are recovered across all jobs rather than absorbed into your markup.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Facility Overhead -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-building text-primary me-1"></i> Facility Overhead
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Facility Overhead"
|
||||
data-bs-content="Enter your monthly shop rent and combined utility costs. The system divides these by your estimated billable hours to derive a per-hour overhead rate, which is then added to every quote proportionally to the estimated job time. This ensures fixed facility costs are recovered across all jobs rather than absorbed into your markup.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row align-items-start">
|
||||
<div class="col-md-3">
|
||||
<div class="mb-3">
|
||||
@@ -457,7 +481,7 @@
|
||||
<input type="number" step="1" class="form-control facility-overhead-input" id="monthlyBillableHours" name="MonthlyBillableHours" value="@(Model.OperatingCosts?.MonthlyBillableHours ?? 160)" min="1" max="10000">
|
||||
<span class="input-group-text">hrs</span>
|
||||
</div>
|
||||
<small class="text-muted">Typical: 160 hrs (4 wks × 40 hrs)</small>
|
||||
<small class="text-muted">Typical: 160 hrs (4 wks × 40 hrs)</small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
@@ -472,16 +496,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Equipment Operating Costs -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-3">Equipment Operating Costs
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Equipment Operating Costs"
|
||||
data-bs-content="The hourly cost of running each piece of equipment, including energy and depreciation. These are added to quote items based on the prep services selected. The <strong>Default Oven Rate</strong> is used on quotes where no named oven is chosen — add individual shop ovens below if you have multiple ovens with different capacities and costs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Equipment Operating Costs -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-tools text-primary me-1"></i> Equipment Operating Costs
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Equipment Operating Costs"
|
||||
data-bs-content="The hourly cost of running each piece of equipment, including energy and depreciation. These are added to quote items based on the prep services selected. The <strong>Default Oven Rate</strong> is used on quotes where no named oven is chosen — add individual shop ovens below if you have multiple ovens with different capacities and costs.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-4">
|
||||
<div class="mb-3">
|
||||
@@ -515,45 +544,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Role-Based Labor Rates -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-4">Role-Based Labor Cost Rates
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Role-Based Labor Cost Rates"
|
||||
data-bs-content="Set an optional cost rate per worker role for job profitability calculations. These are your <strong>internal cost rates</strong> (what you pay), not what you bill customers. If a rate is left blank, the <strong>Standard Labor Rate</strong> above is used as the fallback.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<p class="text-muted small">Used for job costing only — not shown to customers. Leave blank to use the Standard Labor Rate.</p>
|
||||
<div class="table-responsive mb-3">
|
||||
<table class="table table-sm align-middle" id="roleCostTable">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Role</th>
|
||||
<th style="width:180px;">Cost Rate / hr</th>
|
||||
<th style="width:140px;" class="text-muted small">Fallback if blank</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="roleCostBody">
|
||||
<tr><td colspan="3" class="text-center text-muted py-2"><div class="spinner-border spinner-border-sm me-2"></div>Loading...</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-primary" onclick="saveRoleCosts()">
|
||||
<i class="bi bi-floppy me-1"></i>Save Labor Rates
|
||||
</button>
|
||||
<span id="roleCostSaveStatus" class="ms-2 small"></span>
|
||||
|
||||
<!-- Pricing & Overhead -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-4">Pricing & Profit
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Pricing & Profit"
|
||||
data-bs-content="<strong>Markup mode</strong> adds a % on top of material costs only (labor and equipment pass through at cost). <strong>Margin mode</strong> targets a gross margin % of the total selling price — e.g. 30% margin on a $100 cost base gives a $142.86 price. Note: margin % and markup % are not the same number. <strong>Shop Minimum</strong> sets a floor price for any job.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Pricing & Profit -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-graph-up-arrow text-primary me-1"></i> Pricing & Profit
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Pricing & Profit"
|
||||
data-bs-content="<strong>Markup mode</strong> adds a % on top of material costs only (labor and equipment pass through at cost). <strong>Margin mode</strong> targets a gross margin % of the total selling price — e.g. 30% margin on a $100 cost base gives a $142.86 price. Note: margin % and markup % are not the same number. <strong>Shop Minimum</strong> sets a floor price for any job.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
@{
|
||||
var currentPricingMode = (int)(Model.OperatingCosts?.PricingMode ?? PowderCoating.Core.Enums.PricingMode.MarkupOnMaterial);
|
||||
}
|
||||
@@ -564,14 +569,14 @@
|
||||
<input class="form-check-input" type="radio" name="pricingModeRadio" id="pricingModeMarkup" value="0"
|
||||
@(currentPricingMode == 0 ? "checked" : "") onchange="onPricingModeChange()">
|
||||
<label class="form-check-label" for="pricingModeMarkup">
|
||||
<strong>Markup</strong> — add % to material costs
|
||||
<strong>Markup</strong> — add % to material costs
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="pricingModeRadio" id="pricingModeMargin" value="1"
|
||||
@(currentPricingMode == 1 ? "checked" : "") onchange="onPricingModeChange()">
|
||||
<label class="form-check-label" for="pricingModeMargin">
|
||||
<strong>Margin</strong> — target gross margin % of selling price
|
||||
<strong>Margin</strong> — target gross margin % of selling price
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
@@ -609,16 +614,21 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Rush Charges -->
|
||||
<h6 class="border-bottom pb-2 mb-3 mt-3">Rush Charges
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rush Charges"
|
||||
data-bs-content="When a quote is marked as a <strong>Rush Job</strong>, this charge is automatically added to the total. Choose <strong>Percentage</strong> to add a % of the subtotal (e.g. 25% rush surcharge) or <strong>Fixed Amount</strong> to add a flat fee (e.g. $75 rush fee). The rush charge appears as its own line on the quote.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
<!-- Rush Charges -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-lightning-charge text-primary me-1"></i> Rush Charges
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Rush Charges"
|
||||
data-bs-content="When a quote is marked as a <strong>Rush Job</strong>, this charge is automatically added to the total. Choose <strong>Percentage</strong> to add a % of the subtotal (e.g. 25% rush surcharge) or <strong>Fixed Amount</strong> to add a flat fee (e.g. $75 rush fee). The rush charge appears as its own line on the quote.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
<div class="col-md-6">
|
||||
<div class="mb-3">
|
||||
@@ -628,7 +638,6 @@
|
||||
<label class="btn btn-outline-primary" for="rushChargeTypePercentage">
|
||||
<i class="bi bi-percent"></i> Percentage
|
||||
</label>
|
||||
|
||||
<input type="radio" class="btn-check" name="rushChargeTypeRadio" id="rushChargeTypeFixed" value="FixedAmount" checked="@((Model.OperatingCosts?.RushChargeType) == "FixedAmount")">
|
||||
<label class="btn btn-outline-primary" for="rushChargeTypeFixed">
|
||||
<i class="bi bi-currency-dollar"></i> Fixed Amount
|
||||
@@ -647,7 +656,6 @@
|
||||
<small class="text-muted">Percentage of subtotal added for rush jobs</small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div id="rushChargeFixedInput" style="display: @((Model.OperatingCosts?.RushChargeType) == "FixedAmount" ? "block" : "none")">
|
||||
<div class="mb-3">
|
||||
<label for="rushChargeFixedAmount" class="form-label">Rush Charge Amount</label>
|
||||
@@ -660,65 +668,66 @@
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Part Complexity Multipliers -->
|
||||
<div class="card mb-4 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-layers text-primary me-1"></i> Part Complexity Multipliers
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Part Complexity Multipliers"
|
||||
data-bs-content="A percentage added to the price of <strong>calculated items</strong> based on how intricate the part is. When adding an item in a quote, staff select a complexity level — the system then applies this multiplier to account for the extra time and care needed. <em>Simple</em> = 0% (flat panels, basic shapes). <em>Extreme</em> = highly detailed, tight recesses, masking-intensive parts.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="text-muted small mb-3">Percentage added to the calculated item price based on part intricacy. Applied to calculated items only (not catalog, generic, or labor items).</p>
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexitySimplePercent" class="form-label">Simple (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexitySimplePercent" name="ComplexitySimplePercent" value="@(Model.OperatingCosts?.ComplexitySimplePercent ?? 0)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">No added complexity</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityModeratePercent" class="form-label">Moderate (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityModeratePercent" name="ComplexityModeratePercent" value="@(Model.OperatingCosts?.ComplexityModeratePercent ?? 5)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Some detail work</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityComplexPercent" class="form-label">Complex (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityComplexPercent" name="ComplexityComplexPercent" value="@(Model.OperatingCosts?.ComplexityComplexPercent ?? 15)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Intricate parts</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityExtremePercent" class="form-label">Extreme (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityExtremePercent" name="ComplexityExtremePercent" value="@(Model.OperatingCosts?.ComplexityExtremePercent ?? 25)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Highly detailed/difficult</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-end mt-4">
|
||||
<button type="submit" class="btn btn-primary" id="btnSaveOperatingCosts">
|
||||
<i class="bi bi-save"></i> Save Operating Costs
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Part Complexity Multipliers -->
|
||||
<div class="card mt-3 border-0 shadow-sm">
|
||||
<div class="card-header bg-transparent fw-semibold">
|
||||
<i class="bi bi-layers text-primary me-1"></i> Part Complexity Multipliers
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Part Complexity Multipliers"
|
||||
data-bs-content="A percentage added to the price of <strong>calculated items</strong> based on how intricate the part is. When adding an item in a quote, staff select a complexity level — the system then applies this multiplier to account for the extra time and care needed. <em>Simple</em> = 0% (flat panels, basic shapes). <em>Extreme</em> = highly detailed, tight recesses, masking-intensive parts.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p class="text-muted small mb-3">Percentage added to the calculated item price based on part intricacy. Applied to calculated items only (not catalog, generic, or labor items).</p>
|
||||
<div class="row g-3">
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexitySimplePercent" class="form-label">Simple (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexitySimplePercent" name="ComplexitySimplePercent" value="@(Model.OperatingCosts?.ComplexitySimplePercent ?? 0)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">No added complexity</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityModeratePercent" class="form-label">Moderate (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityModeratePercent" name="ComplexityModeratePercent" value="@(Model.OperatingCosts?.ComplexityModeratePercent ?? 5)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Some detail work</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityComplexPercent" class="form-label">Complex (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityComplexPercent" name="ComplexityComplexPercent" value="@(Model.OperatingCosts?.ComplexityComplexPercent ?? 15)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Intricate parts</small>
|
||||
</div>
|
||||
<div class="col-sm-6 col-md-3">
|
||||
<label for="complexityExtremePercent" class="form-label">Extreme (%)</label>
|
||||
<div class="input-group">
|
||||
<input type="number" step="0.1" class="form-control" id="complexityExtremePercent" name="ComplexityExtremePercent" value="@(Model.OperatingCosts?.ComplexityExtremePercent ?? 25)" min="0" max="500">
|
||||
<span class="input-group-text">%</span>
|
||||
</div>
|
||||
<small class="text-muted">Highly detailed/difficult</small>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex justify-content-end mt-4 mb-2">
|
||||
<button type="submit" class="btn btn-primary" id="btnSaveOperatingCosts">
|
||||
<i class="bi bi-save"></i> Save Operating Costs
|
||||
</button>
|
||||
</div>
|
||||
|
||||
</form>
|
||||
</div>
|
||||
<!-- Oven Cost Add/Edit Modal (outside all forms to avoid form interaction issues) -->
|
||||
<div class="modal fade" id="ovenModal" tabindex="-1" aria-labelledby="ovenModalTitle" aria-hidden="true">
|
||||
@@ -2949,76 +2958,6 @@
|
||||
loadOvenCosts();
|
||||
});
|
||||
|
||||
// Reload role costs whenever the Operating Costs tab is shown
|
||||
document.getElementById('operating-costs-tab')?.addEventListener('shown.bs.tab', () => {
|
||||
loadRoleCosts();
|
||||
});
|
||||
|
||||
// If Equipment Profile tab is already active on page load, load immediately
|
||||
if (document.getElementById('quoting-calibration')?.classList.contains('show')) {
|
||||
loadOvenCosts();
|
||||
}
|
||||
|
||||
// If Operating Costs tab is already active on page load, load role costs immediately
|
||||
if (document.getElementById('operating-costs')?.classList.contains('show')) {
|
||||
loadRoleCosts();
|
||||
}
|
||||
|
||||
// ── Role-Based Labor Cost Rates ────────────────────────────────────────
|
||||
const ROLE_NAMES = ['General Labor','Sandblaster','Coater','Masker','Quality Control','Oven Operator','Supervisor','Maintenance'];
|
||||
|
||||
async function loadRoleCosts() {
|
||||
const resp = await fetch('/CompanySettings/GetRoleCosts');
|
||||
const saved = await resp.json(); // [{role, hourlyRate}]
|
||||
const rateMap = {};
|
||||
saved.forEach(r => rateMap[r.role] = r.hourlyRate);
|
||||
|
||||
const fallbackEl = document.getElementById('standardLaborRate');
|
||||
const fallback = fallbackEl ? `$${parseFloat(fallbackEl.value || 0).toFixed(2)}/hr` : 'Standard Rate';
|
||||
|
||||
const tbody = document.getElementById('roleCostBody');
|
||||
tbody.innerHTML = ROLE_NAMES.map((name, i) => `
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">${name}</span></td>
|
||||
<td>
|
||||
<div class="input-group input-group-sm">
|
||||
<span class="input-group-text">$</span>
|
||||
<input type="number" step="0.01" min="0" max="999"
|
||||
class="form-control role-cost-input"
|
||||
data-role="${i}"
|
||||
value="${rateMap[i] > 0 ? rateMap[i] : ''}"
|
||||
placeholder="(use default)">
|
||||
</div>
|
||||
</td>
|
||||
<td class="text-muted small">${fallback}</td>
|
||||
</tr>`).join('');
|
||||
}
|
||||
|
||||
async function saveRoleCosts() {
|
||||
const inputs = document.querySelectorAll('.role-cost-input');
|
||||
const rates = Array.from(inputs).map(el => ({
|
||||
role: parseInt(el.dataset.role),
|
||||
hourlyRate: parseFloat(el.value) || 0
|
||||
}));
|
||||
const statusEl = document.getElementById('roleCostSaveStatus');
|
||||
statusEl.textContent = 'Saving...';
|
||||
statusEl.className = 'ms-2 small text-muted';
|
||||
const resp = await fetch('/CompanySettings/SaveRoleCosts', {
|
||||
method: 'POST',
|
||||
headers: { 'Content-Type': 'application/json', 'RequestVerificationToken': document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '' },
|
||||
body: JSON.stringify(rates)
|
||||
});
|
||||
const result = await resp.json();
|
||||
if (result.success) {
|
||||
statusEl.textContent = '✓ Saved';
|
||||
statusEl.className = 'ms-2 small text-success';
|
||||
setTimeout(() => statusEl.textContent = '', 3000);
|
||||
} else {
|
||||
statusEl.textContent = result.message || 'Error saving';
|
||||
statusEl.className = 'ms-2 small text-danger';
|
||||
}
|
||||
}
|
||||
|
||||
// ── Quote PDF Template ──────────────────────────────────────────────
|
||||
function syncColorPicker(hex) {
|
||||
if (/^#[0-9A-Fa-f]{6}$/.test(hex)) {
|
||||
|
||||
@@ -106,6 +106,16 @@
|
||||
<input asp-for="Position" class="form-control" />
|
||||
<span asp-validation-for="Position" class="text-danger"></span>
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
<label asp-for="LaborCostPerHour" class="form-label">Labor Cost Rate</label>
|
||||
<div class="input-group">
|
||||
<span class="input-group-text">$</span>
|
||||
<input asp-for="LaborCostPerHour" type="number" step="0.01" min="0" max="10000" class="form-control" placeholder="Use company default" />
|
||||
<span class="input-group-text">/hr</span>
|
||||
</div>
|
||||
<span asp-validation-for="LaborCostPerHour" class="text-danger"></span>
|
||||
<small class="text-muted">Used for internal job costing only — never shown to customers. Overrides the company default when set. Leave blank to use the shop-wide rate.</small>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<label asp-for="HireDate" class="form-label">Hire Date</label>
|
||||
<input asp-for="HireDate" class="form-control" type="date" />
|
||||
|
||||
@@ -52,12 +52,13 @@
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
var isCustomerListFiltered = !string.IsNullOrEmpty(ViewBag.SearchTerm as string);
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No customers found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first customer</p>
|
||||
<p class="text-muted mb-4">@(isCustomerListFiltered ? "No customers match your search." : "Get started by adding your first customer.")</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Customer
|
||||
<i class="bi bi-plus-circle me-2"></i>@(isCustomerListFiltered ? "Add Customer" : "Add Your First Customer")
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
@@ -187,9 +188,9 @@
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No customers found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first customer</p>
|
||||
<p class="text-muted mb-4">@(isCustomerListFiltered ? "No customers match your search." : "Get started by adding your first customer.")</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Customer
|
||||
<i class="bi bi-plus-circle me-2"></i>@(isCustomerListFiltered ? "Add Customer" : "Add Your First Customer")
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -61,12 +61,13 @@
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
var isEquipmentListFiltered = !string.IsNullOrEmpty(ViewBag.SearchTerm as string) || ViewBag.StatusFilter != null;
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No equipment found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first equipment</p>
|
||||
<p class="text-muted mb-4">@(isEquipmentListFiltered ? "No equipment matches your search." : "Get started by adding your first equipment.")</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Equipment
|
||||
<i class="bi bi-plus-circle me-2"></i>@(isEquipmentListFiltered ? "Add Equipment" : "Add Your First Equipment")
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -189,22 +189,6 @@
|
||||
<!-- Shop Management -->
|
||||
<h2 class="h6 fw-semibold mb-2 text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">Shop Management</h2>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
<div class="d-flex align-items-start gap-3">
|
||||
<div class="rounded-3 bg-info bg-opacity-10 p-2 flex-shrink-0">
|
||||
<i class="bi bi-person-badge text-info fs-4"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h5 class="card-title mb-1">Shop Workers</h5>
|
||||
<p class="card-text text-muted small mb-2">Add floor staff, assign roles like Coater or Sandblaster, and link workers to jobs and maintenance tasks.</p>
|
||||
<a asp-controller="Help" asp-action="ShopWorkers" class="btn btn-sm btn-outline-info">Read more <i class="bi bi-arrow-right ms-1"></i></a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
<div class="card border-0 shadow-sm h-100">
|
||||
<div class="card-body">
|
||||
|
||||
@@ -48,8 +48,9 @@
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Open the job from <strong>Operations › Jobs</strong> and go to its Details page.</li>
|
||||
<li class="mb-2">Scroll to the <strong>Invoice</strong> section near the bottom of the page.</li>
|
||||
<li class="mb-2">Click <strong>Create Invoice</strong>. The system generates an invoice pre-filled with all the job's line items and the final pricing.</li>
|
||||
<li class="mb-2">Review the invoice — check line items, totals, and the due date — then click <strong>Save Invoice</strong>.</li>
|
||||
<li class="mb-2">Click <strong>Create Invoice</strong>. The system pre-fills all line items, the discount, tax rate, payment terms, and due date from the job and customer automatically.</li>
|
||||
<li class="mb-2">Review the <strong>Totals</strong> panel on the right — if a discount was applied to the job it shows as a red <em>Discount Applied</em> line below the subtotal. Negative line items are allowed if you need to apply a manual credit or price adjustment.</li>
|
||||
<li class="mb-2">Adjust anything you need, then click <strong>Save Invoice</strong>.</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2">From the Invoices list (manual)</h3>
|
||||
@@ -139,7 +140,7 @@
|
||||
<li class="mb-2">Open the invoice from <strong>Operations › Invoices</strong> or from the job's Details page.</li>
|
||||
<li class="mb-2">Click <strong>Send Invoice</strong>. The status changes from Draft to Sent.</li>
|
||||
<li class="mb-2">If email notifications are configured, the customer receives an email with the invoice details and total due.</li>
|
||||
<li class="mb-2">A due date is set automatically based on the customer's payment terms (e.g., Net 30 means the due date is 30 days from today).</li>
|
||||
<li class="mb-2">The due date and payment terms are pre-filled from the source quote (if the job came from a quote) or the customer’s payment terms — you can always override them before saving.</li>
|
||||
</ol>
|
||||
<p>
|
||||
You can also click <strong>Download PDF</strong> on any invoice to generate a print-ready PDF
|
||||
|
||||
@@ -607,13 +607,28 @@
|
||||
no anonymous bumps.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-box-seam me-1"></i>Bottom QR — Log Powder Usage</h3>
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-box-seam me-1"></i>Bottom QR — Log Powder Usage</h3>
|
||||
<p>
|
||||
One QR per unique powder on the job. Scanning opens the inventory usage log page pre-filled
|
||||
with that powder and the job number, so you can record actual lbs used in seconds without
|
||||
navigating through the app.
|
||||
</p>
|
||||
|
||||
<h3 class="h6 fw-semibold mt-3 mb-2"><i class="bi bi-droplet-half me-1"></i>Logging Material Usage from a PC</h3>
|
||||
<p>
|
||||
You don’t need a phone or QR code to log material usage. On the Job Details page, expand the
|
||||
<strong>Materials Used</strong> section and click <strong>Log Material</strong>. A modal opens where you can:
|
||||
</p>
|
||||
<ul class="mb-2">
|
||||
<li>Select any inventory item from a searchable dropdown — the item’s current stock level is shown when you pick it.</li>
|
||||
<li>Choose <strong>Amount Used</strong> (enter how much was consumed) or <strong>Amount Remaining</strong> (enter what’s left in the bag — the system calculates the usage automatically).</li>
|
||||
<li>Pick a reason: <em>Job Usage</em> or <em>Waste / Spillage</em>.</li>
|
||||
<li>Add optional notes.</li>
|
||||
</ul>
|
||||
<p>
|
||||
Saving immediately reduces the item’s stock on hand and creates an entry in the Inventory Activity ledger, exactly like a QR scan would. The QR scan icon is still available next to the button for mobile workers.
|
||||
</p>
|
||||
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lock flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
|
||||
@@ -1,226 +0,0 @@
|
||||
@{
|
||||
ViewData["Title"] = "Shop Workers";
|
||||
}
|
||||
|
||||
<div class="d-flex align-items-center gap-2 mb-3">
|
||||
<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
|
||||
<nav aria-label="breadcrumb">
|
||||
<ol class="breadcrumb mb-0">
|
||||
<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
|
||||
<li class="breadcrumb-item active">Shop Workers</li>
|
||||
</ol>
|
||||
</nav>
|
||||
</div>
|
||||
|
||||
<div class="row g-4">
|
||||
<div class="col-lg-9">
|
||||
|
||||
<section id="overview" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-info-circle text-primary me-2"></i>Overview
|
||||
</h2>
|
||||
<p>
|
||||
Shop Workers are the people who do the hands-on work in your facility — sandblasters, coaters,
|
||||
maskers, oven operators, and supervisors. Adding your workers to the system lets you assign them
|
||||
to jobs and maintenance tasks, giving you a clear picture of who is working on what at any time.
|
||||
</p>
|
||||
<p>
|
||||
Shop Workers are separate from system user accounts. A worker does not need to log into the
|
||||
system — they are simply a record that can be assigned to work. If a worker also needs to log
|
||||
in and update job statuses themselves, an Administrator can create a linked user account for
|
||||
them with the <em>Shop Floor</em> role.
|
||||
</p>
|
||||
<p>
|
||||
Find Shop Workers under <strong>Operations › Shop Workers</strong> in the sidebar.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="adding-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-plus text-primary me-2"></i>Adding a Worker
|
||||
</h2>
|
||||
<p>To add a new shop worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-2">Go to <strong>Operations › Shop Workers</strong> and click <strong>New Worker</strong>.</li>
|
||||
<li class="mb-2">
|
||||
Fill in the worker's details:
|
||||
<ul class="mt-1">
|
||||
<li><strong>Name</strong> — the worker's full name as it should appear on job assignments.</li>
|
||||
<li><strong>Role</strong> — select the role that best describes their primary function (see below).</li>
|
||||
<li><strong>Phone</strong> — optional, useful for supervisors to have on file.</li>
|
||||
<li><strong>Email</strong> — optional, used if the worker also has a system login.</li>
|
||||
<li><strong>Notes</strong> — any relevant information, such as certifications, shift preferences, or specialties.</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="mb-2">Ensure <strong>Active</strong> is checked (it is on by default).</li>
|
||||
<li class="mb-2">Click <strong>Save Worker</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Once saved, the worker will appear in the assignment dropdowns on the Job Create and Edit forms.
|
||||
</p>
|
||||
</section>
|
||||
|
||||
<section id="worker-roles" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-tags text-primary me-2"></i>Worker Roles
|
||||
</h2>
|
||||
<p>
|
||||
Each worker is assigned one of the following roles. The role is a label — it helps you pick the
|
||||
right person for a job but does not restrict what a worker can be assigned to.
|
||||
</p>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="table table-bordered align-middle">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th style="width:25%">Role</th>
|
||||
<th>Description</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">General Labor</span></td>
|
||||
<td>
|
||||
Versatile workers who assist across multiple areas of the shop — loading and unloading,
|
||||
racking parts, clean-up, and general support tasks. Not specialized in a single process.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-warning text-dark">Sandblaster</span></td>
|
||||
<td>
|
||||
Operates the sandblasting or media-blasting equipment to prepare metal surfaces for
|
||||
coating. Responsible for achieving the correct surface profile and ensuring all rust,
|
||||
paint, and contamination is removed.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-primary">Coater</span></td>
|
||||
<td>
|
||||
Applies powder coating using an electrostatic spray gun. Responsible for even coverage,
|
||||
correct mil thickness, and minimizing overspray and waste. Often the most skilled
|
||||
technical role on the floor.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-info text-dark">Masker</span></td>
|
||||
<td>
|
||||
Applies masking tape, plugs, and caps to protect threads, bearing surfaces, and areas
|
||||
that must not be coated. Attention to detail is critical — missed masking means rework.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-success">Quality Control</span></td>
|
||||
<td>
|
||||
Inspects finished parts for adhesion, color consistency, coverage, and surface defects
|
||||
before the job is marked as complete. May also handle pre-coat inspection after
|
||||
sandblasting.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-danger">Oven Operator</span></td>
|
||||
<td>
|
||||
Loads parts into the curing oven, sets correct temperatures and cure times for the
|
||||
powder being used, monitors the cure cycle, and unloads parts safely after cooling.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-dark">Supervisor</span></td>
|
||||
<td>
|
||||
Oversees day-to-day shop floor operations, assigns tasks to other workers, ensures
|
||||
jobs are progressing on schedule, and handles escalations. May also handle customer
|
||||
communication for production updates.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="badge bg-secondary">Maintenance</span></td>
|
||||
<td>
|
||||
Responsible for keeping equipment running — performing scheduled preventive maintenance,
|
||||
troubleshooting breakdowns, and coordinating with external service technicians when
|
||||
needed.
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="assigning-to-jobs" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-briefcase text-primary me-2"></i>Assigning Workers to Jobs
|
||||
</h2>
|
||||
<p>
|
||||
Each job can have one worker assigned to it as the primary responsible person. This is the
|
||||
worker who owns the job from start to finish — typically a coater or supervisor.
|
||||
</p>
|
||||
<p>To assign a worker when creating or editing a job:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the job's Create or Edit form.</li>
|
||||
<li class="mb-1">Scroll down to the <strong>Assignment</strong> section.</li>
|
||||
<li class="mb-1">Select a worker from the <strong>Assigned Worker</strong> dropdown. Only active workers are listed.</li>
|
||||
<li class="mb-1">Save the job.</li>
|
||||
</ol>
|
||||
<p>
|
||||
The assigned worker's name appears on the job list view, on the job detail page, and in any
|
||||
reports filtered by worker.
|
||||
</p>
|
||||
<p>
|
||||
Workers can also be assigned to <strong>maintenance tasks</strong> on equipment. See the
|
||||
<a asp-controller="Help" asp-action="Equipment" class="text-decoration-none">Equipment & Maintenance</a>
|
||||
help page for details.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker you want to assign does not appear in the dropdown, check that their record is
|
||||
marked as <strong>Active</strong>. Inactive workers are hidden from assignment lists.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section id="deactivating-a-worker" class="mb-5">
|
||||
<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
|
||||
<i class="bi bi-person-dash text-primary me-2"></i>Deactivating a Worker
|
||||
</h2>
|
||||
<p>
|
||||
When a worker leaves the shop or is no longer available for assignment, deactivate their record
|
||||
rather than deleting it. Deactivating preserves the history of all jobs they were assigned to,
|
||||
while removing them from the active assignment dropdowns so they cannot be accidentally selected
|
||||
for new work.
|
||||
</p>
|
||||
<p>To deactivate a worker:</p>
|
||||
<ol class="mb-3">
|
||||
<li class="mb-1">Open the worker's Details or Edit page.</li>
|
||||
<li class="mb-1">Uncheck the <strong>Active</strong> checkbox.</li>
|
||||
<li class="mb-1">Click <strong>Save</strong>.</li>
|
||||
</ol>
|
||||
<p>
|
||||
Alternatively, use the <strong>Delete</strong> button on the Details page to perform a soft
|
||||
delete, which has the same effect.
|
||||
</p>
|
||||
<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
|
||||
<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
If a worker currently has open jobs assigned to them, reassign those jobs first before
|
||||
deactivating the worker — so the jobs remain clearly owned and nothing falls through the cracks.
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="col-lg-3 d-none d-lg-block">
|
||||
@{ await Html.RenderPartialAsync("_HelpNav"); }
|
||||
<div class="card border-0 shadow-sm sticky-top" style="top:80px">
|
||||
<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
|
||||
<div class="card-body p-0">
|
||||
<nav class="nav flex-column">
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#adding-a-worker">Adding a Worker</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#worker-roles">Worker Roles</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#assigning-to-jobs">Assigning to Jobs</a>
|
||||
<a class="nav-link py-1 px-3 small text-body" href="#deactivating-a-worker">Deactivating a Worker</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -65,11 +65,7 @@
|
||||
<div class="px-3 pt-2 pb-1">
|
||||
<span class="text-muted text-uppercase" style="font-size:.65rem; letter-spacing:.07em; font-weight:600;">Shop Management</span>
|
||||
</div>
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "ShopWorkers" ? "active fw-semibold text-primary" : "text-body")"
|
||||
asp-controller="Help" asp-action="ShopWorkers">
|
||||
<i class="bi bi-person-badge"></i> Shop Workers
|
||||
</a>
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "Equipment" ? "active fw-semibold text-primary" : "text-body")"
|
||||
<a class="nav-link py-2 px-3 d-flex align-items-center gap-2 @(currentAction == "Equipment" ? "active fw-semibold text-primary" : "text-body")"
|
||||
asp-controller="Help" asp-action="Equipment">
|
||||
<i class="bi bi-tools"></i> Equipment & Maintenance
|
||||
</a>
|
||||
|
||||
@@ -191,12 +191,13 @@
|
||||
<div class="card-body p-0">
|
||||
@if (!Model.Items.Any())
|
||||
{
|
||||
var isInventoryFiltered = !string.IsNullOrEmpty(ViewBag.SearchTerm as string) || !string.IsNullOrEmpty(ViewBag.Category as string) || lowStockOnly;
|
||||
<div class="text-center py-5">
|
||||
<i class="bi bi-inbox" style="font-size: 4rem; color: #d1d5db;"></i>
|
||||
<h5 class="mt-3 text-muted">No inventory items found</h5>
|
||||
<p class="text-muted mb-4">Get started by adding your first inventory item</p>
|
||||
<p class="text-muted mb-4">@(isInventoryFiltered ? "No items match your current filters." : "Get started by adding your first inventory item.")</p>
|
||||
<a asp-action="Create" class="btn btn-primary">
|
||||
<i class="bi bi-plus-circle me-2"></i>Add Your First Item
|
||||
<i class="bi bi-plus-circle me-2"></i>@(isInventoryFiltered ? "Add Item" : "Add Your First Item")
|
||||
</a>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -283,13 +283,13 @@
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="@item.UnitPrice.ToString("F2")" min="0" step="0.01"
|
||||
value="@item.UnitPrice.ToString("F2")" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[@i].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="@item.TotalPrice.ToString("F2")" min="0" step="0.01"
|
||||
value="@item.TotalPrice.ToString("F2")" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
@@ -371,6 +371,10 @@
|
||||
<input asp-for="DiscountAmount" type="number" class="form-control form-control-sm text-end"
|
||||
min="0" step="0.01" oninput="recalcTotals()" />
|
||||
</div>
|
||||
<div id="discountRow" class="d-flex justify-content-between mb-1 d-none">
|
||||
<span class="text-muted small">Discount Applied</span>
|
||||
<span id="displayDiscount" class="small text-danger">−$0.00</span>
|
||||
</div>
|
||||
<div class="mb-2">
|
||||
<div class="d-flex justify-content-between align-items-center mb-1">
|
||||
<label class="form-label mb-0 text-muted">Tax (%)</label>
|
||||
@@ -725,13 +729,13 @@
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].UnitPrice"
|
||||
class="form-control form-control-sm text-end unit-price-input"
|
||||
value="${unitPrice.toFixed(2)}" min="0" step="0.01"
|
||||
value="${unitPrice.toFixed(2)}" step="0.01"
|
||||
onchange="recalcRow(this)" oninput="recalcRow(this)" />
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<input type="number" name="InvoiceItems[${idx}].TotalPrice"
|
||||
class="form-control form-control-sm text-end total-price-input"
|
||||
value="${total}" min="0" step="0.01"
|
||||
value="${total}" step="0.01"
|
||||
oninput="recalcTotals()" />
|
||||
</td>
|
||||
<td class="text-center">
|
||||
@@ -797,6 +801,15 @@
|
||||
const total = taxableAmount + tax;
|
||||
|
||||
document.getElementById('displaySubtotal').textContent = formatCurrency(subtotal);
|
||||
const discountRow = document.getElementById('discountRow');
|
||||
if (discountRow) {
|
||||
if (discount > 0) {
|
||||
document.getElementById('displayDiscount').textContent = '−' + formatCurrency(discount);
|
||||
discountRow.classList.remove('d-none');
|
||||
} else {
|
||||
discountRow.classList.add('d-none');
|
||||
}
|
||||
}
|
||||
document.getElementById('displayTax').textContent = formatCurrency(tax);
|
||||
document.getElementById('displayTotal').textContent = formatCurrency(total);
|
||||
}
|
||||
|
||||
@@ -1016,9 +1016,12 @@
|
||||
<span class="badge bg-primary rounded-pill ms-1">@materialsUsed.Count</span>
|
||||
}
|
||||
<i class="bi bi-chevron-down collapse-chevron ms-1" style="transition:transform .2s;"></i>
|
||||
<span class="ms-auto">
|
||||
<a asp-controller="Inventory" asp-action="Scan" class="btn btn-sm btn-outline-primary" onclick="event.stopPropagation();">
|
||||
<i class="bi bi-qr-code-scan me-1"></i>Log Material
|
||||
<span class="ms-auto d-flex gap-2">
|
||||
<button type="button" class="btn btn-sm btn-outline-primary" onclick="event.stopPropagation(); openLogMaterialModal();">
|
||||
<i class="bi bi-plus-circle me-1"></i>Log Material
|
||||
</button>
|
||||
<a asp-controller="Inventory" asp-action="Scan" class="btn btn-sm btn-outline-secondary" onclick="event.stopPropagation();" title="Scan QR code">
|
||||
<i class="bi bi-qr-code-scan"></i>
|
||||
</a>
|
||||
</span>
|
||||
</div>
|
||||
@@ -1028,7 +1031,7 @@
|
||||
{
|
||||
<div class="card-body text-muted text-center py-3 small">
|
||||
<i class="bi bi-droplet me-1"></i>No materials have been logged for this job yet.
|
||||
Use the QR label on an inventory item to log usage.
|
||||
Click <strong>Log Material</strong> above or scan the QR label on an inventory item.
|
||||
</div>
|
||||
}
|
||||
else
|
||||
@@ -1089,6 +1092,78 @@
|
||||
</div><!-- /collapseMaterials -->
|
||||
</div>
|
||||
|
||||
<!-- Log Material Modal -->
|
||||
<div class="modal fade" id="logMaterialModal" tabindex="-1" aria-labelledby="logMaterialModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title" id="logMaterialModalLabel">
|
||||
<i class="bi bi-droplet-half me-2 text-primary"></i>Log Material Usage
|
||||
</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Inventory Item <span class="text-danger">*</span></label>
|
||||
<div class="position-relative">
|
||||
<div class="input-group">
|
||||
<input type="text" class="form-control" id="lmItemSearch"
|
||||
placeholder="Search by name or manufacturer…" autocomplete="off"
|
||||
oninput="lmComboInput()"
|
||||
onfocus="lmComboOpen()"
|
||||
onkeydown="lmComboKey(event)">
|
||||
<button class="btn btn-outline-secondary" type="button" tabindex="-1"
|
||||
id="lmItemDropdownToggle" onclick="lmComboToggle()">
|
||||
<i class="bi bi-chevron-down" style="font-size:.75rem;"></i>
|
||||
</button>
|
||||
</div>
|
||||
<div id="lmItemDropdown"
|
||||
style="display:none;max-height:220px;overflow-y:auto;z-index:1070;background:#fff;border:1px solid rgba(0,0,0,.15);border-radius:.375rem;box-shadow:0 4px 12px rgba(0,0,0,.12);">
|
||||
</div>
|
||||
</div>
|
||||
<div id="lmItemBalance" class="form-text text-muted d-none"></div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Entry Method</label>
|
||||
<div class="d-flex gap-3">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="lmEntryMethod" id="lmMethodUsed" value="used" checked onchange="lmUpdateQuantityLabel()">
|
||||
<label class="form-check-label" for="lmMethodUsed">Amount Used</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="lmEntryMethod" id="lmMethodRemaining" value="remaining" onchange="lmUpdateQuantityLabel()">
|
||||
<label class="form-check-label" for="lmMethodRemaining">Amount Remaining</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label id="lmQtyLabel" class="form-label fw-semibold">Quantity Used <span class="text-danger">*</span></label>
|
||||
<input type="number" id="lmQuantity" class="form-control" min="0" step="0.01" placeholder="0.00">
|
||||
<div id="lmComputedUsed" class="form-text text-muted d-none"></div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Reason</label>
|
||||
<select id="lmTransactionType" class="form-select">
|
||||
<option value="JobUsage">Job Usage</option>
|
||||
<option value="Waste">Waste / Spillage</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Notes</label>
|
||||
<textarea id="lmNotes" class="form-control" rows="2" placeholder="Optional"></textarea>
|
||||
</div>
|
||||
<div id="lmAlert" class="alert alert-permanent d-none"></div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
|
||||
<button type="button" class="btn btn-primary" id="lmSaveBtn" onclick="lmSave()">
|
||||
<i class="bi bi-check-circle me-1"></i>Log Usage
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Part Intake Modal -->
|
||||
@{
|
||||
var intakeExpectedCount = Model.Items?.Sum(i => (int)i.Quantity) ?? 0;
|
||||
@@ -3082,6 +3157,19 @@
|
||||
}
|
||||
}
|
||||
|
||||
<!-- Log Material Modal JS -->
|
||||
<script src="/js/log-material.js"></script>
|
||||
<script>
|
||||
(function () {
|
||||
const inventoryItems = @Html.Raw(ViewBag.InventoryItemsForModal ?? "[]");
|
||||
const jobPowderIds = @Html.Raw(ViewBag.JobPowderIds ?? "[]");
|
||||
const jobId = @Model.Id;
|
||||
const logUrl = '@Url.Action("LogMaterial", "Jobs")';
|
||||
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
|
||||
window.__logMaterial = { inventoryItems, jobPowderIds, jobId, logUrl, token };
|
||||
})();
|
||||
</script>
|
||||
|
||||
<!-- Save as Template Modal -->
|
||||
<div class="modal fade" id="saveTemplateModal" tabindex="-1" aria-labelledby="saveTemplateModalLabel" aria-hidden="true">
|
||||
<div class="modal-dialog">
|
||||
|
||||
@@ -2,8 +2,21 @@
|
||||
@{
|
||||
var emailDefault = ViewBag.EmailDefaultOnComplete == true;
|
||||
var preLoggedPowder = ViewBag.PreLoggedPowder as Dictionary<int, decimal> ?? new Dictionary<int, decimal>();
|
||||
// Track remaining credit per InventoryItemId as we allocate it across coat rows
|
||||
var remainingCredit = preLoggedPowder.ToDictionary(kv => kv.Key, kv => kv.Value);
|
||||
|
||||
// Group all coats by inventory item so we ask once per powder color, not once per item/coat
|
||||
var powderGroups = (Model.Items ?? new List<PowderCoating.Application.DTOs.Job.JobItemDto>())
|
||||
.SelectMany(i => i.Coats ?? new List<PowderCoating.Application.DTOs.Job.JobItemCoatDto>())
|
||||
.Where(c => c.InventoryItemId.HasValue)
|
||||
.GroupBy(c => c.InventoryItemId!.Value)
|
||||
.Select(g => new {
|
||||
InventoryItemId = g.Key,
|
||||
ColorName = g.First().ColorName,
|
||||
ColorCode = g.First().ColorCode,
|
||||
TotalEstimatedLbs = g.Sum(c => c.PowderToOrder ?? 0m),
|
||||
PreLogged = preLoggedPowder.GetValueOrDefault(g.Key, 0m)
|
||||
})
|
||||
.OrderBy(g => g.ColorName)
|
||||
.ToList();
|
||||
}
|
||||
<div class="modal fade" id="completeJobModal" tabindex="-1">
|
||||
<div class="modal-dialog modal-dialog-centered modal-lg">
|
||||
@@ -27,102 +40,59 @@
|
||||
<div class="form-text">Enter the total time in hours (e.g., 2.5 for 2 hours 30 minutes)</div>
|
||||
</div>
|
||||
|
||||
@if (Model.Items != null && Model.Items.Any())
|
||||
@if (powderGroups.Any())
|
||||
{
|
||||
<div class="mb-3">
|
||||
<h6 class="fw-semibold mb-3">
|
||||
<h6 class="fw-semibold mb-1">
|
||||
<i class="bi bi-palette me-1 text-primary"></i>Actual Powder Usage
|
||||
</h6>
|
||||
<p class="text-muted small mb-3">Enter total lbs used per powder color for the entire job.</p>
|
||||
<div class="table-responsive">
|
||||
<table class="table table-sm table-hover">
|
||||
<thead class="table-light">
|
||||
<tr>
|
||||
<th>Item</th>
|
||||
<th>Coat</th>
|
||||
<th>Color</th>
|
||||
<th>Color / Powder</th>
|
||||
<th class="text-end">Estimated (lbs)</th>
|
||||
<th>Actual (lbs)</th>
|
||||
<th style="width:150px">Actual Used (lbs)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@{
|
||||
var coatIndex = 0;
|
||||
}
|
||||
@foreach (var item in Model.Items)
|
||||
@for (int i = 0; i < powderGroups.Count; i++)
|
||||
{
|
||||
if (item.Coats != null && item.Coats.Any())
|
||||
{
|
||||
foreach (var coat in item.Coats.OrderBy(c => c.Sequence))
|
||||
{
|
||||
<tr>
|
||||
<td>
|
||||
<small>@item.Description</small>
|
||||
@if (item.Quantity > 1)
|
||||
{
|
||||
<span class="badge bg-secondary ms-1">×@item.Quantity</span>
|
||||
}
|
||||
</td>
|
||||
<td><span class="badge bg-secondary">@coat.CoatName</span></td>
|
||||
<td>
|
||||
@if (!string.IsNullOrEmpty(coat.ColorName))
|
||||
{
|
||||
<small>
|
||||
@coat.ColorName
|
||||
@if (!string.IsNullOrEmpty(coat.ColorCode))
|
||||
{
|
||||
<span class="text-muted">(@coat.ColorCode)</span>
|
||||
}
|
||||
</small>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end">
|
||||
<small class="text-muted">@((coat.PowderToOrder ?? 0).ToString("0.##"))</small>
|
||||
</td>
|
||||
<td>
|
||||
@{
|
||||
decimal preFilledLbs = 0m;
|
||||
if (coat.InventoryItemId.HasValue && remainingCredit.TryGetValue(coat.InventoryItemId.Value, out var availCredit) && availCredit > 0)
|
||||
{
|
||||
preFilledLbs = availCredit;
|
||||
remainingCredit[coat.InventoryItemId.Value] = 0m;
|
||||
}
|
||||
}
|
||||
<input type="hidden" name="CoatUsages[@coatIndex].JobItemCoatId" value="@coat.Id" />
|
||||
<input type="number"
|
||||
class="form-control form-control-sm"
|
||||
name="CoatUsages[@coatIndex].ActualPowderUsedLbs"
|
||||
step="0.01" min="0" placeholder="0.00"
|
||||
value="@(preFilledLbs > 0 ? preFilledLbs.ToString("0.##") : "")"
|
||||
style="max-width: 120px;">
|
||||
@if (preFilledLbs > 0)
|
||||
{
|
||||
<small class="text-success d-block mt-1">
|
||||
<i class="bi bi-check-circle me-1"></i>Already logged — inventory adjusted
|
||||
</small>
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
coatIndex++;
|
||||
}
|
||||
}
|
||||
else
|
||||
{
|
||||
<tr class="table-secondary">
|
||||
<td colspan="5">
|
||||
<small class="text-muted fst-italic">
|
||||
<i class="bi bi-info-circle me-1"></i>
|
||||
@item.Description — No coat information available (legacy job item)
|
||||
var pg = powderGroups[i];
|
||||
<tr>
|
||||
<td>
|
||||
<span class="fw-semibold">@pg.ColorName</span>
|
||||
@if (!string.IsNullOrEmpty(pg.ColorCode))
|
||||
{
|
||||
<small class="text-muted ms-1">(@pg.ColorCode)</small>
|
||||
}
|
||||
</td>
|
||||
<td class="text-end text-muted small align-middle">
|
||||
@pg.TotalEstimatedLbs.ToString("0.##")
|
||||
</td>
|
||||
<td>
|
||||
<input type="hidden" name="PowderUsages[@i].InventoryItemId" value="@pg.InventoryItemId" />
|
||||
<input type="number"
|
||||
class="form-control form-control-sm"
|
||||
name="PowderUsages[@i].ActualPowderUsedLbs"
|
||||
step="0.01" min="0" placeholder="0.00"
|
||||
value="@(pg.PreLogged > 0 ? pg.PreLogged.ToString("0.##") : "")">
|
||||
@if (pg.PreLogged > 0)
|
||||
{
|
||||
<small class="text-success d-block mt-1">
|
||||
<i class="bi bi-check-circle me-1"></i>@pg.PreLogged.ToString("0.##") lbs already logged
|
||||
</small>
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
</td>
|
||||
</tr>
|
||||
}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="alert alert-info alert-permanent mb-0">
|
||||
<i class="bi bi-info-circle me-2"></i>
|
||||
<small>Pre-filled values were already logged via scan — inventory is already adjusted for those. You can edit the amount; only the difference will be applied to inventory.</small>
|
||||
<small>Pre-filled values were already logged via scan — inventory is already adjusted for those. You can edit the amount; only the difference will be applied.</small>
|
||||
</div>
|
||||
</div>
|
||||
}
|
||||
|
||||
@@ -1067,8 +1067,7 @@
|
||||
var hasEquipment = User.HasClaim("Permission", "ManageEquipment") || User.IsInRole("SuperAdmin");
|
||||
var hasMaintenance = User.HasClaim("Permission", "ManageMaintenance") || User.IsInRole("SuperAdmin");
|
||||
var hasFinance = _isAdminOrManager || User.HasClaim("Permission", "ManageFinance");
|
||||
var hasShopWorkers = _isAdminOrManager || User.HasClaim("Permission", "ManageShopWorkers");
|
||||
var hasReports = _isAdminOrManager || User.HasClaim("Permission", "ViewReports");
|
||||
var hasReports = _isAdminOrManager || User.HasClaim("Permission", "ViewReports");
|
||||
var showOperations = hasCustomers || hasQuotes || hasInvoices || hasJobs || hasCalendar;
|
||||
var showInventorySection = hasInventory || hasVendors;
|
||||
var showEquipmentSection = hasEquipment || hasMaintenance;
|
||||
|
||||
@@ -12,8 +12,7 @@ document.addEventListener('DOMContentLoaded', function () {
|
||||
setupCsvImportForm('csvImportMaintenanceForm', 'csvMaintenanceFile', 'csvImportMaintenanceBtn', '/Tools/CsvImportMaintenance', 'csvMaintenanceResults');
|
||||
setupCsvImportForm('csvImportSettingsForm', 'csvSettingsFile', 'csvImportSettingsBtn', '/Tools/CsvImportCompanySettings', 'csvSettingsResults');
|
||||
setupCsvImportForm('csvImportVendorsForm', 'csvVendorsFile', 'csvImportVendorsBtn', '/Tools/CsvImportVendors', 'csvVendorsResults');
|
||||
setupCsvImportForm('csvImportShopWorkersForm', 'csvShopWorkersFile', 'csvImportShopWorkersBtn', '/Tools/CsvImportShopWorkers', 'csvShopWorkersResults');
|
||||
setupCsvImportForm('csvImportPrepServicesForm', 'csvPrepServicesFile', 'csvImportPrepServicesBtn', '/Tools/CsvImportPrepServices', 'csvPrepServicesResults');
|
||||
setupCsvImportForm('csvImportPrepServicesForm', 'csvPrepServicesFile', 'csvImportPrepServicesBtn', '/Tools/CsvImportPrepServices', 'csvPrepServicesResults');
|
||||
});
|
||||
|
||||
function setupCsvImportForm(formId, fileInputId, submitBtnId, actionUrl, resultsId) {
|
||||
|
||||
@@ -0,0 +1,285 @@
|
||||
/**
|
||||
* Log Material Usage modal — job details page.
|
||||
* Reads config from window.__logMaterial injected inline by the view.
|
||||
*/
|
||||
(function () {
|
||||
let _items = [];
|
||||
let _jobPowderIds = new Set();
|
||||
let _modal = null;
|
||||
|
||||
// ── Combobox state ────────────────────────────────────────────────────────
|
||||
let _selectedItemId = 0;
|
||||
|
||||
function lmComboInput() {
|
||||
const q = document.getElementById('lmItemSearch')?.value?.toLowerCase() || '';
|
||||
lmComboRender(q);
|
||||
lmComboShow();
|
||||
_selectedItemId = 0;
|
||||
document.getElementById('lmItemBalance').classList.add('d-none');
|
||||
lmOnQtyInput();
|
||||
}
|
||||
|
||||
function lmComboOpen() {
|
||||
const q = document.getElementById('lmItemSearch')?.value?.toLowerCase() || '';
|
||||
lmComboRender(q);
|
||||
lmComboShow();
|
||||
}
|
||||
|
||||
function lmComboToggle() {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (!dd) return;
|
||||
if (dd.style.display === 'none' || !dd.style.display) {
|
||||
lmComboOpen();
|
||||
document.getElementById('lmItemSearch')?.focus();
|
||||
} else {
|
||||
lmComboClose();
|
||||
}
|
||||
}
|
||||
|
||||
function lmMakeRow(it) {
|
||||
const display = (it.manufacturer ? escLm(it.manufacturer) + ' – ' : '') +
|
||||
escLm(it.name) +
|
||||
(it.unitOfMeasure ? ' <span class="text-muted" style="font-size:.82rem;">(' + escLm(it.unitOfMeasure) + ')</span>' : '');
|
||||
const label = (it.manufacturer ? it.manufacturer + ' - ' : '') +
|
||||
it.name +
|
||||
(it.unitOfMeasure ? ' (' + it.unitOfMeasure + ')' : '');
|
||||
return `<div class="lm-item-opt" style="padding:.35rem .75rem;font-size:.875rem;cursor:pointer;"
|
||||
data-id="${it.id}"
|
||||
data-qty="${it.quantityOnHand}"
|
||||
data-uom="${escLm(it.unitOfMeasure || '')}"
|
||||
data-label="${escLm(label)}"
|
||||
onmousedown="event.preventDefault(); lmComboSelect(this)"
|
||||
onmouseenter="this.style.background='#f0f4ff'"
|
||||
onmouseleave="this.classList.contains('lm-active') ? null : this.style.background=''">
|
||||
${display}
|
||||
</div>`;
|
||||
}
|
||||
|
||||
function lmComboRender(query) {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (!dd) return;
|
||||
const filtered = query
|
||||
? _items.filter(it => it.name.toLowerCase().includes(query) ||
|
||||
(it.manufacturer && it.manufacturer.toLowerCase().includes(query)) ||
|
||||
(it.unitOfMeasure && it.unitOfMeasure.toLowerCase().includes(query)))
|
||||
: _items;
|
||||
if (filtered.length === 0) {
|
||||
dd.innerHTML = '<div class="px-3 py-2 text-muted small">No items match.</div>';
|
||||
return;
|
||||
}
|
||||
|
||||
const jobItems = filtered.filter(it => _jobPowderIds.has(it.id));
|
||||
const otherItems = filtered.filter(it => !_jobPowderIds.has(it.id));
|
||||
|
||||
let html = '';
|
||||
if (jobItems.length > 0) {
|
||||
html += '<div class="px-3 py-1 text-muted" style="font-size:.72rem;letter-spacing:.04em;text-transform:uppercase;background:#f8f9fa;border-bottom:1px solid #dee2e6;">This Job</div>';
|
||||
html += jobItems.map(lmMakeRow).join('');
|
||||
if (otherItems.length > 0) {
|
||||
html += '<div style="height:1px;background:#dee2e6;margin:.25rem 0;"></div>';
|
||||
html += '<div class="px-3 py-1 text-muted" style="font-size:.72rem;letter-spacing:.04em;text-transform:uppercase;background:#f8f9fa;border-bottom:1px solid #dee2e6;">All Inventory</div>';
|
||||
}
|
||||
}
|
||||
html += otherItems.map(lmMakeRow).join('');
|
||||
dd.innerHTML = html;
|
||||
}
|
||||
|
||||
function lmComboShow() {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
const anchor = document.getElementById('lmItemSearch');
|
||||
if (!dd || !anchor) return;
|
||||
const rect = anchor.closest('.input-group').getBoundingClientRect();
|
||||
dd.style.position = 'fixed';
|
||||
dd.style.top = (rect.bottom + 2) + 'px';
|
||||
dd.style.left = rect.left + 'px';
|
||||
dd.style.width = rect.width + 'px';
|
||||
dd.style.display = 'block';
|
||||
}
|
||||
|
||||
function lmComboClose() {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (dd) dd.style.display = 'none';
|
||||
}
|
||||
|
||||
window.lmComboSelect = function (el) {
|
||||
_selectedItemId = parseInt(el.dataset.id) || 0;
|
||||
document.getElementById('lmItemSearch').value = el.dataset.label;
|
||||
lmComboClose();
|
||||
|
||||
const qty = parseFloat(el.dataset.qty) || 0;
|
||||
const uom = el.dataset.uom;
|
||||
const balDiv = document.getElementById('lmItemBalance');
|
||||
balDiv.textContent = 'Current stock: ' + qty.toFixed(2) + (uom ? ' ' + uom : '');
|
||||
balDiv.classList.remove('d-none');
|
||||
lmOnQtyInput();
|
||||
};
|
||||
|
||||
window.lmComboInput = lmComboInput;
|
||||
window.lmComboOpen = lmComboOpen;
|
||||
window.lmComboToggle = lmComboToggle;
|
||||
|
||||
window.lmComboKey = function (event) {
|
||||
const dd = document.getElementById('lmItemDropdown');
|
||||
if (!dd || dd.style.display === 'none') {
|
||||
if (event.key === 'ArrowDown' || event.key === 'Enter') {
|
||||
event.preventDefault();
|
||||
lmComboOpen();
|
||||
}
|
||||
return;
|
||||
}
|
||||
const opts = Array.from(dd.querySelectorAll('.lm-item-opt'));
|
||||
let idx = opts.findIndex(o => o.classList.contains('lm-active'));
|
||||
if (event.key === 'ArrowDown') {
|
||||
event.preventDefault();
|
||||
idx = Math.min(idx + 1, opts.length - 1);
|
||||
opts.forEach(o => { o.classList.remove('lm-active'); o.style.background = ''; });
|
||||
if (opts[idx]) { opts[idx].classList.add('lm-active'); opts[idx].style.background = '#e8eeff'; opts[idx].scrollIntoView({ block: 'nearest' }); }
|
||||
} else if (event.key === 'ArrowUp') {
|
||||
event.preventDefault();
|
||||
idx = Math.max(idx - 1, 0);
|
||||
opts.forEach(o => { o.classList.remove('lm-active'); o.style.background = ''; });
|
||||
if (opts[idx]) { opts[idx].classList.add('lm-active'); opts[idx].style.background = '#e8eeff'; opts[idx].scrollIntoView({ block: 'nearest' }); }
|
||||
} else if (event.key === 'Enter') {
|
||||
event.preventDefault();
|
||||
const active = dd.querySelector('.lm-active') || opts[0];
|
||||
if (active) active.dispatchEvent(new MouseEvent('mousedown'));
|
||||
} else if (event.key === 'Escape') {
|
||||
lmComboClose();
|
||||
}
|
||||
};
|
||||
|
||||
function escLm(s) {
|
||||
return String(s).replace(/&/g, '&').replace(/</g, '<').replace(/>/g, '>').replace(/"/g, '"');
|
||||
}
|
||||
|
||||
// ── Quantity / label logic ────────────────────────────────────────────────
|
||||
|
||||
function lmOnQtyInput() {
|
||||
const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
|
||||
if (method !== 'remaining') {
|
||||
document.getElementById('lmComputedUsed').classList.add('d-none');
|
||||
return;
|
||||
}
|
||||
if (!_selectedItemId) {
|
||||
document.getElementById('lmComputedUsed').classList.add('d-none');
|
||||
return;
|
||||
}
|
||||
const item = _items.find(it => it.id === _selectedItemId);
|
||||
const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
|
||||
const remaining = parseFloat(document.getElementById('lmQuantity').value) || 0;
|
||||
const used = onHand - remaining;
|
||||
const computedDiv = document.getElementById('lmComputedUsed');
|
||||
computedDiv.textContent = 'Usage = ' + onHand.toFixed(2) + ' − ' + remaining.toFixed(2) + ' = ' + used.toFixed(2) + (item?.unitOfMeasure ? ' ' + item.unitOfMeasure : '');
|
||||
computedDiv.classList.remove('d-none');
|
||||
}
|
||||
|
||||
window.lmUpdateQuantityLabel = function () {
|
||||
const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
|
||||
document.getElementById('lmQtyLabel').innerHTML =
|
||||
(method === 'remaining' ? 'Quantity Remaining' : 'Quantity Used') +
|
||||
' <span class="text-danger">*</span>';
|
||||
lmOnQtyInput();
|
||||
};
|
||||
|
||||
// ── Modal open / save ─────────────────────────────────────────────────────
|
||||
|
||||
window.openLogMaterialModal = function () {
|
||||
_selectedItemId = 0;
|
||||
document.getElementById('lmItemSearch').value = '';
|
||||
document.getElementById('lmItemBalance').classList.add('d-none');
|
||||
document.getElementById('lmQuantity').value = '';
|
||||
document.getElementById('lmComputedUsed').classList.add('d-none');
|
||||
document.getElementById('lmTransactionType').value = 'JobUsage';
|
||||
document.getElementById('lmNotes').value = '';
|
||||
document.getElementById('lmAlert').classList.add('d-none');
|
||||
document.getElementById('lmSaveBtn').disabled = false;
|
||||
document.getElementById('lmMethodUsed').checked = true;
|
||||
window.lmUpdateQuantityLabel();
|
||||
lmComboClose();
|
||||
if (_modal) _modal.show();
|
||||
};
|
||||
|
||||
window.lmSave = async function () {
|
||||
const cfg = window.__logMaterial;
|
||||
const alertEl = document.getElementById('lmAlert');
|
||||
|
||||
function showError(msg) {
|
||||
alertEl.className = 'alert alert-danger alert-permanent';
|
||||
alertEl.textContent = msg;
|
||||
alertEl.classList.remove('d-none');
|
||||
}
|
||||
|
||||
if (!_selectedItemId) { showError('Please select an inventory item.'); return; }
|
||||
|
||||
const qtyInput = parseFloat(document.getElementById('lmQuantity').value) || 0;
|
||||
if (qtyInput <= 0) { showError('Please enter a quantity greater than zero.'); return; }
|
||||
|
||||
const method = document.querySelector('input[name="lmEntryMethod"]:checked')?.value;
|
||||
let quantityUsed = qtyInput;
|
||||
if (method === 'remaining') {
|
||||
const item = _items.find(it => it.id === _selectedItemId);
|
||||
const onHand = item ? (parseFloat(item.quantityOnHand) || 0) : 0;
|
||||
quantityUsed = onHand - qtyInput;
|
||||
if (quantityUsed <= 0) {
|
||||
showError('Remaining quantity cannot be equal to or greater than the current stock (' + onHand.toFixed(2) + ').');
|
||||
return;
|
||||
}
|
||||
}
|
||||
|
||||
const btn = document.getElementById('lmSaveBtn');
|
||||
btn.disabled = true;
|
||||
alertEl.classList.add('d-none');
|
||||
|
||||
try {
|
||||
const resp = await fetch(cfg.logUrl, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
'RequestVerificationToken': cfg.token
|
||||
},
|
||||
body: JSON.stringify({
|
||||
jobId: cfg.jobId,
|
||||
inventoryItemId: _selectedItemId,
|
||||
quantityUsed: quantityUsed,
|
||||
transactionType: document.getElementById('lmTransactionType').value,
|
||||
notes: document.getElementById('lmNotes').value.trim() || null
|
||||
})
|
||||
});
|
||||
const data = await resp.json();
|
||||
if (data.success) {
|
||||
if (_modal) _modal.hide();
|
||||
window.location.reload();
|
||||
} else {
|
||||
showError(data.message || 'An error occurred.');
|
||||
btn.disabled = false;
|
||||
}
|
||||
} catch {
|
||||
showError('Network error. Please try again.');
|
||||
btn.disabled = false;
|
||||
}
|
||||
};
|
||||
|
||||
// ── Init ──────────────────────────────────────────────────────────────────
|
||||
|
||||
function init() {
|
||||
const cfg = window.__logMaterial;
|
||||
if (!cfg) return;
|
||||
|
||||
_items = cfg.inventoryItems || [];
|
||||
_jobPowderIds = new Set(cfg.jobPowderIds || []);
|
||||
_modal = new bootstrap.Modal(document.getElementById('logMaterialModal'));
|
||||
|
||||
document.getElementById('lmQuantity').addEventListener('input', lmOnQtyInput);
|
||||
|
||||
// Close dropdown when clicking outside
|
||||
document.addEventListener('click', function (e) {
|
||||
if (!e.target.closest('#lmItemSearch') &&
|
||||
!e.target.closest('#lmItemDropdown') &&
|
||||
!e.target.closest('#lmItemDropdownToggle')) {
|
||||
lmComboClose();
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
document.addEventListener('DOMContentLoaded', init);
|
||||
})();
|
||||
@@ -0,0 +1,284 @@
|
||||
using Microsoft.AspNetCore.Http;
|
||||
using Microsoft.AspNetCore.Identity;
|
||||
using Microsoft.AspNetCore.Mvc;
|
||||
using Microsoft.EntityFrameworkCore;
|
||||
using Microsoft.Extensions.Logging;
|
||||
using Moq;
|
||||
using PowderCoating.Core.Entities;
|
||||
using PowderCoating.Core.Enums;
|
||||
using PowderCoating.Core.Interfaces;
|
||||
using PowderCoating.Infrastructure.Data;
|
||||
using PowderCoating.Infrastructure.Repositories;
|
||||
using PowderCoating.Web.Controllers;
|
||||
|
||||
namespace PowderCoating.UnitTests;
|
||||
|
||||
/// <summary>
|
||||
/// Verifies that the explicit <c>CompanyId == companyId</c> predicates added to every
|
||||
/// user-facing controller action actually prevent cross-tenant data leakage.
|
||||
///
|
||||
/// Each test seeds entities for TWO companies, creates a controller whose ITenantContext
|
||||
/// returns Company 1's ID, calls the action, and asserts that Company 2's data never
|
||||
/// appears in the result.
|
||||
///
|
||||
/// These tests validate the defense-in-depth layer (explicit predicates in controllers)
|
||||
/// independently of the EF Core global query filters, which behave differently on the
|
||||
/// in-memory provider when no HttpContext is present.
|
||||
/// </summary>
|
||||
public class MultiTenantIsolationTests
|
||||
{
|
||||
// ── Repository-level isolation ────────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
/// FindAsync with an explicit CompanyId predicate returns only the matching company's rows,
|
||||
/// even when rows from other companies exist in the database.
|
||||
/// </summary>
|
||||
[Fact]
|
||||
public async Task Repository_FindAsync_WithCompanyIdPredicate_ExcludesOtherTenants()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.Customers.Add(MakeCustomer(id: 1, companyId: 1, firstName: "Alice"));
|
||||
context.Customers.Add(MakeCustomer(id: 2, companyId: 2, firstName: "Bob"));
|
||||
context.Customers.Add(MakeCustomer(id: 3, companyId: 1, firstName: "Carol"));
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var uow = new UnitOfWork(context);
|
||||
var results = (await uow.Customers.FindAsync(c => c.CompanyId == 1)).ToList();
|
||||
|
||||
Assert.Equal(2, results.Count);
|
||||
Assert.All(results, c => Assert.Equal(1, c.CompanyId));
|
||||
Assert.DoesNotContain(results, c => c.ContactFirstName == "Bob");
|
||||
}
|
||||
|
||||
[Fact]
|
||||
public async Task Repository_FindAsync_ReturnsEmpty_WhenNoMatchingCompanyId()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.Customers.Add(MakeCustomer(id: 1, companyId: 2, firstName: "Bob"));
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var uow = new UnitOfWork(context);
|
||||
var results = await uow.Customers.FindAsync(c => c.CompanyId == 1);
|
||||
|
||||
Assert.Empty(results);
|
||||
}
|
||||
|
||||
// ── SmsConsentAuditController ─────────────────────────────────────────────
|
||||
|
||||
[Fact]
|
||||
public async Task SmsConsentAudit_Index_ReturnsOnlyCurrentCompanyCustomers()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.Customers.Add(MakeCustomer(id: 1, companyId: 1, firstName: "Alice"));
|
||||
context.Customers.Add(MakeCustomer(id: 2, companyId: 2, firstName: "Bob")); // other company
|
||||
context.Customers.Add(MakeCustomer(id: 3, companyId: 1, firstName: "Carol"));
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var controller = new SmsConsentAuditController(
|
||||
new UnitOfWork(context),
|
||||
MockTenant(companyId: 1),
|
||||
Mock.Of<ILogger<SmsConsentAuditController>>());
|
||||
SetHttpContext(controller);
|
||||
|
||||
var result = await controller.Index();
|
||||
|
||||
var view = Assert.IsType<ViewResult>(result);
|
||||
var vm = Assert.IsType<SmsConsentAuditViewModel>(view.Model);
|
||||
Assert.Equal(2, vm.TotalCount);
|
||||
Assert.DoesNotContain(vm.Rows, r => r.CustomerName.Contains("Bob"));
|
||||
}
|
||||
|
||||
[Fact]
|
||||
public async Task SmsConsentAudit_ExportCsv_ContainsOnlyCurrentCompanyCustomers()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.Customers.Add(MakeCustomer(id: 1, companyId: 1, firstName: "Alice"));
|
||||
context.Customers.Add(MakeCustomer(id: 2, companyId: 2, firstName: "Bob"));
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var controller = new SmsConsentAuditController(
|
||||
new UnitOfWork(context),
|
||||
MockTenant(companyId: 1),
|
||||
Mock.Of<ILogger<SmsConsentAuditController>>());
|
||||
SetHttpContext(controller);
|
||||
|
||||
var result = await controller.ExportCsv();
|
||||
|
||||
var file = Assert.IsType<FileContentResult>(result);
|
||||
var csv = System.Text.Encoding.UTF8.GetString(file.FileContents);
|
||||
Assert.Contains("Alice", csv);
|
||||
Assert.DoesNotContain("Bob", csv);
|
||||
}
|
||||
|
||||
// ── TaxRatesController ────────────────────────────────────────────────────
|
||||
|
||||
[Fact]
|
||||
public async Task TaxRates_Index_ReturnsOnlyCurrentCompanyRates()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.TaxRates.Add(MakeTaxRate(id: 1, companyId: 1, name: "State Tax"));
|
||||
context.TaxRates.Add(MakeTaxRate(id: 2, companyId: 2, name: "Foreign Tax")); // other company
|
||||
context.TaxRates.Add(MakeTaxRate(id: 3, companyId: 1, name: "Local Tax"));
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var controller = new TaxRatesController(
|
||||
new UnitOfWork(context),
|
||||
MockTenant(companyId: 1),
|
||||
Mock.Of<ILogger<TaxRatesController>>());
|
||||
SetHttpContext(controller);
|
||||
|
||||
var result = await controller.Index();
|
||||
|
||||
var view = Assert.IsType<ViewResult>(result);
|
||||
var rates = Assert.IsAssignableFrom<IEnumerable<TaxRate>>(view.Model).ToList();
|
||||
Assert.Equal(2, rates.Count);
|
||||
Assert.All(rates, r => Assert.Equal(1, r.CompanyId));
|
||||
Assert.DoesNotContain(rates, r => r.Name == "Foreign Tax");
|
||||
}
|
||||
|
||||
// ── RecurringTemplatesController ──────────────────────────────────────────
|
||||
|
||||
[Fact]
|
||||
public async Task RecurringTemplates_Index_ReturnsOnlyCurrentCompanyTemplates()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.RecurringTemplates.Add(MakeRecurringTemplate(id: 1, companyId: 1, name: "Monthly Rent"));
|
||||
context.RecurringTemplates.Add(MakeRecurringTemplate(id: 2, companyId: 2, name: "Other Tenant Bill")); // other company
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var controller = new RecurringTemplatesController(
|
||||
new UnitOfWork(context),
|
||||
MockTenant(companyId: 1),
|
||||
CreateUserManagerMock().Object,
|
||||
Mock.Of<ILogger<RecurringTemplatesController>>());
|
||||
SetHttpContext(controller);
|
||||
|
||||
var result = await controller.Index();
|
||||
|
||||
var view = Assert.IsType<ViewResult>(result);
|
||||
var templates = Assert.IsAssignableFrom<IEnumerable<RecurringTemplate>>(view.Model).ToList();
|
||||
Assert.Single(templates);
|
||||
Assert.Equal("Monthly Rent", templates[0].Name);
|
||||
}
|
||||
|
||||
// ── JobTemplatesController ────────────────────────────────────────────────
|
||||
|
||||
[Fact]
|
||||
public async Task JobTemplates_Index_ReturnsOnlyCurrentCompanyTemplates()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.JobTemplates.Add(MakeJobTemplate(id: 1, companyId: 1, name: "Standard Wheel Coat"));
|
||||
context.JobTemplates.Add(MakeJobTemplate(id: 2, companyId: 2, name: "Other Company Template")); // other company
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var controller = new JobTemplatesController(
|
||||
new UnitOfWork(context),
|
||||
MockTenant(companyId: 1));
|
||||
SetHttpContext(controller);
|
||||
|
||||
var result = await controller.Index();
|
||||
|
||||
var view = Assert.IsType<ViewResult>(result);
|
||||
var templates = Assert.IsAssignableFrom<IEnumerable<JobTemplate>>(view.Model).ToList();
|
||||
Assert.Single(templates);
|
||||
Assert.Equal("Standard Wheel Coat", templates[0].Name);
|
||||
}
|
||||
|
||||
// ── Cross-tenant write protection ─────────────────────────────────────────
|
||||
|
||||
/// <summary>
|
||||
/// Verifies that the companyId-scoped FindAsync used for SMS export returns zero
|
||||
/// rows for a company that has no customers, even when another company has many.
|
||||
/// Guards against the "empty predicate returns all" regression.
|
||||
/// </summary>
|
||||
[Fact]
|
||||
public async Task SmsConsentAudit_ExportCsv_IsEmpty_WhenCompanyHasNoCustomers()
|
||||
{
|
||||
await using var context = CreateContext();
|
||||
context.Customers.Add(MakeCustomer(id: 1, companyId: 2, firstName: "Other"));
|
||||
context.Customers.Add(MakeCustomer(id: 2, companyId: 2, firstName: "Also Other"));
|
||||
await context.SaveChangesAsync();
|
||||
|
||||
var controller = new SmsConsentAuditController(
|
||||
new UnitOfWork(context),
|
||||
MockTenant(companyId: 1), // Company 1 has no customers
|
||||
Mock.Of<ILogger<SmsConsentAuditController>>());
|
||||
SetHttpContext(controller);
|
||||
|
||||
var result = await controller.ExportCsv();
|
||||
|
||||
var file = Assert.IsType<FileContentResult>(result);
|
||||
var csv = System.Text.Encoding.UTF8.GetString(file.FileContents);
|
||||
// Only header row, no data rows
|
||||
Assert.DoesNotContain("Other", csv);
|
||||
}
|
||||
|
||||
// ── Helpers ───────────────────────────────────────────────────────────────
|
||||
|
||||
private static ApplicationDbContext CreateContext()
|
||||
{
|
||||
var options = new DbContextOptionsBuilder<ApplicationDbContext>()
|
||||
.UseInMemoryDatabase(Guid.NewGuid().ToString())
|
||||
.Options;
|
||||
return new ApplicationDbContext(options);
|
||||
}
|
||||
|
||||
/// <summary>Returns a mock ITenantContext that always yields the given companyId.</summary>
|
||||
private static ITenantContext MockTenant(int companyId)
|
||||
{
|
||||
var mock = new Mock<ITenantContext>();
|
||||
mock.Setup(t => t.GetCurrentCompanyId()).Returns(companyId);
|
||||
return mock.Object;
|
||||
}
|
||||
|
||||
private static void SetHttpContext(Controller controller)
|
||||
{
|
||||
controller.ControllerContext = new ControllerContext
|
||||
{
|
||||
HttpContext = new DefaultHttpContext()
|
||||
};
|
||||
}
|
||||
|
||||
private static Customer MakeCustomer(int id, int companyId, string firstName) => new()
|
||||
{
|
||||
Id = id,
|
||||
CompanyId = companyId,
|
||||
ContactFirstName = firstName,
|
||||
ContactLastName = "Test",
|
||||
IsCommercial = false
|
||||
};
|
||||
|
||||
private static TaxRate MakeTaxRate(int id, int companyId, string name) => new()
|
||||
{
|
||||
Id = id,
|
||||
CompanyId = companyId,
|
||||
Name = name,
|
||||
Rate = 8.5m
|
||||
};
|
||||
|
||||
private static RecurringTemplate MakeRecurringTemplate(int id, int companyId, string name) => new()
|
||||
{
|
||||
Id = id,
|
||||
CompanyId = companyId,
|
||||
Name = name,
|
||||
TemplateType = RecurringTemplateType.Bill,
|
||||
Frequency = RecurringFrequency.Monthly,
|
||||
IntervalCount = 1,
|
||||
NextFireDate = DateTime.Today,
|
||||
IsActive = true
|
||||
};
|
||||
|
||||
private static JobTemplate MakeJobTemplate(int id, int companyId, string name) => new()
|
||||
{
|
||||
Id = id,
|
||||
CompanyId = companyId,
|
||||
Name = name
|
||||
};
|
||||
|
||||
private static Mock<UserManager<ApplicationUser>> CreateUserManagerMock()
|
||||
{
|
||||
var store = new Mock<IUserStore<ApplicationUser>>();
|
||||
return new Mock<UserManager<ApplicationUser>>(
|
||||
store.Object, null!, null!, null!, null!, null!, null!, null!, null!);
|
||||
}
|
||||
}
|
||||
Reference in New Issue
Block a user