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@@ -1,180 +0,0 @@
|
||||
{
|
||||
"permissions": {
|
||||
"allow": [
|
||||
"Bash(dotnet build:*)",
|
||||
"Bash(dir:*)",
|
||||
"Bash(dotnet restore:*)",
|
||||
"Bash(dotnet clean:*)",
|
||||
"Bash(findstr:*)",
|
||||
"Bash(dotnet ef migrations add:*)",
|
||||
"Bash(dotnet ef migrations remove:*)",
|
||||
"Bash(ls:*)",
|
||||
"Bash(dotnet ef database update:*)",
|
||||
"Bash(sqlcmd:*)",
|
||||
"Bash(dotnet ef migrations script:*)",
|
||||
"Bash(dotnet run:*)",
|
||||
"Bash(timeout /t 15 dotnet run:*)",
|
||||
"Bash(timeout /t 10 /nobreak)",
|
||||
"Bash(ping:*)",
|
||||
"Bash(start /B dotnet run:*)",
|
||||
"Bash(test:*)",
|
||||
"Bash(dotnet ef migrations:*)",
|
||||
"Bash(grep:*)",
|
||||
"Bash(xargs -I {} bash -c 'echo \"\"=== {} ===\"\" && head -20 {} | grep -E \"\"class|Authorize\"\"')",
|
||||
"Bash(powershell:*)",
|
||||
"Bash(dotnet tool install:*)",
|
||||
"Bash(dotnet tool update:*)",
|
||||
"Bash(xargs:*)",
|
||||
"Bash(powershell -Command \"cd src\\\\PowderCoating.Web; dotnet ef migrations add UpdateQuoteForProspects --project ..\\\\PowderCoating.Infrastructure\")",
|
||||
"Bash(powershell -Command:*)",
|
||||
"Bash(taskkill:*)",
|
||||
"Bash(netstat:*)",
|
||||
"Bash(libman restore:*)",
|
||||
"Bash(./start-app.bat)",
|
||||
"Bash(dotnet-ef migrations add:*)",
|
||||
"Bash(dotnet-ef database update:*)",
|
||||
"Bash(./stop-app.bat)",
|
||||
"Bash(timeout /t 3 /nobreak)",
|
||||
"Bash(curl:*)",
|
||||
"Bash(if [ -f \"stop-app.bat\" ])",
|
||||
"Bash(then cmd.exe /c stop-app.bat)",
|
||||
"Bash(else echo \"stop-app.bat not found\")",
|
||||
"Bash(fi)",
|
||||
"Bash(powershell.exe -Command \"Unblock-File -Path 'src/PowderCoating.Web/dotnet-tools.json'\":*)",
|
||||
"Bash(powershell.exe -Command \"Get-Process | Where-Object {$_ProcessName -like ''*PowderCoating*''} | Stop-Process -Force\")",
|
||||
"Bash(powershell.exe:*)",
|
||||
"Bash(Select-String -Pattern \"error|Error\")",
|
||||
"Bash(Select-String -NotMatch \"warning\")",
|
||||
"Bash(tasklist:*)",
|
||||
"Bash(dotnet add package:*)",
|
||||
"Bash(start-process dotnet run:*)",
|
||||
"Bash(Select-Object -ExpandProperty Id)",
|
||||
"Bash(find:*)",
|
||||
"Bash(cmd.exe:*)",
|
||||
"Bash(dotnet ef dbcontext:*)",
|
||||
"Bash(handle \"PowderCoating.Web.pdb\")",
|
||||
"Bash(timeout:*)",
|
||||
"Bash(del /F \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\obj\\\\Debug\\\\net8.0\\\\PowderCoating.Web.pdb\")",
|
||||
"Bash(Select-String -Pattern \"Build succeeded|Build FAILED|error\")",
|
||||
"Bash(Select-Object -Last 10)",
|
||||
"Bash(del \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Infrastructure\\\\Migrations\\\\20260211031319_RemovePreexistingCatalogData.cs\" \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Infrastructure\\\\Migrations\\\\20260211031319_RemovePreexistingCatalogData.Designer.cs\")",
|
||||
"Bash(Select-String:*)",
|
||||
"Bash(Select-Object -Last 5)",
|
||||
"Bash(start-app.bat)",
|
||||
"Bash(dotnet script:*)",
|
||||
"Bash(dotnet list:*)",
|
||||
"Bash(dotnet new:*)",
|
||||
"Bash(stop-app.bat)",
|
||||
"Bash(dotnet watch run:*)",
|
||||
"Bash(cmd /c \"taskkill /F /PID 42108\")",
|
||||
"Bash(cmd /c start-app.bat)",
|
||||
"Bash(\"Y:/PCC/PowderCoatingApp/src/PowderCoating.Application/Services/PdfService.cs\":*)",
|
||||
"Bash(/y/PCC/PowderCoatingApp/src/PowderCoating.Application/Services/PdfService.cs:*)",
|
||||
"Bash(/tmp/remove_tempdata.pl:*)",
|
||||
"Bash(chmod:*)",
|
||||
"Bash(perl:*)",
|
||||
"Bash(done)",
|
||||
"Bash(cmd:*)",
|
||||
"Bash(tail:*)",
|
||||
"Bash(del:*)",
|
||||
"Bash(dotnet add:*)",
|
||||
"Bash(python3:*)",
|
||||
"Bash(Stop-Process:*)",
|
||||
"Bash(mv:*)",
|
||||
"Bash(dotnet tool:*)",
|
||||
"Bash(where libman:*)",
|
||||
"Bash(find \"Y:/PCC/PowderCoatingApp\" -type f \\\\\\( -name \"*template*\" -o -name \"*import*\" -o -name \"*export*\" \\\\\\) -iname \"*.csv\" -o -iname \"*.xlsx\" -o -iname \"*.xls\" 2>/dev/null | head -50)",
|
||||
"Bash(grep -n \"powderCostOverride\\\\|PowderCostOverride\\\\|pageMeta\\\\|quoteItems\\\\|existingItems\" \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Quotes/Create.cshtml\" | head -20\ngrep -n \"powderCostOverride\\\\|PowderCostOverride\\\\|pageMeta\\\\|quoteItems\\\\|existingItems\" \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Quotes/Edit.cshtml\" 2>/dev/null | head -20)",
|
||||
"Bash(cat /tmp/sdktest/Program.cs | xxd | head -20)",
|
||||
"Bash(cd /tmp/sdktest && rm -rf bin obj && cat Program.cs)",
|
||||
"Bash(cat /tmp/sdktest/Program.cs | xxd | head -5)",
|
||||
"WebSearch",
|
||||
"WebFetch(domain:github.com)",
|
||||
"WebFetch(domain:www.nuget.org)",
|
||||
"Bash(wmic process:*)",
|
||||
"Bash(grep -rn \"AI Photo\\\\|ai.*photo\\\\|photo.*quote\\\\|item-type\\\\|AiPhotoQuotes\\\\|ai_photo\" \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Quotes\\\\\" | grep -i \"photo\\\\|ai\" | head -20)",
|
||||
"Bash(sed -i 's|\"aiAnalyzeUrl\": \"@Url.Action\\(\\\\\"AiAnalyzeItem\\\\\", \\\\\"Quotes\\\\\"\\)\",|\"aiAnalyzeUrl\": \"@Url.Action\\(\\\\\"AiAnalyzeItem\\\\\", \\\\\"Quotes\\\\\"\\)\",\\\\n \"aiPhotoQuotesEnabled\": @Json.Serialize\\(\\(bool\\)\\(ViewBag.AiPhotoQuotesEnabled ?? true\\)\\),|g' \\\\\n \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Quotes\\\\Edit.cshtml\" \\\\\n \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Jobs\\\\Create.cshtml\" \\\\\n \"Y:\\\\PCC\\\\PowderCoatingApp\\\\src\\\\PowderCoating.Web\\\\Views\\\\Jobs\\\\Edit.cshtml\")",
|
||||
"Bash(cp:*)",
|
||||
"Bash(dotnet fsi -e \":*)",
|
||||
"Read(//y/tmp/**)",
|
||||
"Bash(cp /c/Users/spoul/.nuget/packages/stripe.net/50.4.1/stripe.net.50.4.1.nupkg stripe.zip)",
|
||||
"Bash(unzip -o stripe.zip *.cs -d stripe_src)",
|
||||
"Bash(dotnet ef:*)",
|
||||
"Bash(Payment)",
|
||||
"Bash(Deposit \")",
|
||||
"Bash(node:*)",
|
||||
"WebFetch(domain:quickbooks.intuit.com)",
|
||||
"WebFetch(domain:www.saasant.com)",
|
||||
"WebFetch(domain:www.liveflow.com)",
|
||||
"WebFetch(domain:www.gentlefrog.com)",
|
||||
"WebFetch(domain:blog.coupler.io)",
|
||||
"WebFetch(domain:litextension.com)",
|
||||
"WebFetch(domain:www.dancingnumbers.com)",
|
||||
"WebFetch(domain:www.bizbooks.pro)",
|
||||
"WebFetch(domain:support.saasant.com)",
|
||||
"WebFetch(domain:support.getcount.com)",
|
||||
"WebFetch(domain:planergy.com)",
|
||||
"WebFetch(domain:www.wizxpert.com)",
|
||||
"WebFetch(domain:www.trykeep.com)",
|
||||
"WebFetch(domain:gentlefrog.com)",
|
||||
"WebFetch(domain:www.syscloud.com)",
|
||||
"WebFetch(domain:interopay.zendesk.com)",
|
||||
"WebFetch(domain:docs.d-tools.cloud)",
|
||||
"WebFetch(domain:paygration.com)",
|
||||
"Bash([ ! -d \"Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/$controller\" ])",
|
||||
"Bash(bash /tmp/check_actions.sh)",
|
||||
"Bash(bash /tmp/verify_endpoints.sh)",
|
||||
"Bash(bash /tmp/verify_services.sh)",
|
||||
"Read(//y/PCC/Deployments/**)",
|
||||
"Bash(mkdir -p \"Y:/PCC/Deployments\")",
|
||||
"Bash(dotnet-script -e \"using System.Reflection; var a = Assembly.LoadFrom\\(\\\\\"Anthropic.SDK.dll\\\\\"\\); var types = a.GetTypes\\(\\).Where\\(t => t.Name.Contains\\(\\\\\"Document\\\\\"\\) || t.Name.Contains\\(\\\\\"Content\\\\\"\\)\\).Select\\(t => t.Name\\).OrderBy\\(n => n\\); foreach\\(var t in types\\) Console.WriteLine\\(t\\);\")",
|
||||
"Bash(sort -t'-' -k3 -r)",
|
||||
"Bash(wsl grep:*)",
|
||||
"Bash(find src:*)",
|
||||
"Bash(dotnet csharp *)",
|
||||
"Read(//c/Users/spoul/.nuget/packages/stripe.net/50.4.1/lib/netstandard2.0/**)",
|
||||
"Bash(dotnet publish *)",
|
||||
"Bash(Compress-Archive -Path * -DestinationPath \"..\\\\deploy.zip\" -Force)",
|
||||
"Bash(az webapp *)",
|
||||
"Read(//y/PCC/**)",
|
||||
"Bash(Get-Date -Format 'yyyyMMdd_HHmmss')",
|
||||
"PowerShell(Get-Content *)",
|
||||
"PowerShell(dotnet build *)",
|
||||
"PowerShell(New-Item *)",
|
||||
"PowerShell(& \"Y:\\\\PCC\\\\PowderCoatingApp\\\\scripts\\\\generate-migration-script.ps1\")",
|
||||
"PowerShell(if \\(Test-Path \"Y:\\\\pcc\\\\deployment\\\\migrations.sql\"\\) { $f = Get-Item \"Y:\\\\pcc\\\\deployment\\\\migrations.sql\"; Write-Host \"File exists: $\\($f.Length\\) bytes\" } else { Write-Host \"File not created\" })",
|
||||
"Bash(git add *)",
|
||||
"Bash(git commit -m ' *)",
|
||||
"Bash(git push *)",
|
||||
"Bash(git commit *)",
|
||||
"Bash(git checkout *)",
|
||||
"Bash(git merge *)",
|
||||
"Bash(dotnet package *)",
|
||||
"Bash(dotnet test *)",
|
||||
"Bash(git rm *)",
|
||||
"Bash(git stash *)",
|
||||
"Bash(dotnet ef *)",
|
||||
"Bash(sqlcmd -S \".\\\\SQLEXPRESS\" -d PowderCoatingDb -Q \"SELECT Id, DisplayName, IsCoating, IsActive FROM InventoryCategoryLookups ORDER BY DisplayOrder\" -W)",
|
||||
"Skill(schedule)",
|
||||
"Bash(git -C \"//192.168.0.37/SCPSoftware/tmp/PowderCoatingApp-dev-perf\" log --oneline -10)",
|
||||
"Bash(git -C \"//192.168.0.37/SCPSoftware/tmp/PowderCoatingApp-dev-perf\" status --short)",
|
||||
"Bash(git *)",
|
||||
"Bash(get-childitem -Recurse -Filter \"QuotesController.cs\")",
|
||||
"Bash(Select-Object -ExpandProperty FullName)",
|
||||
"Bash(dotnet user-secrets *)",
|
||||
"Bash(Get-ChildItem -Path \"Y:\\\\PCC\\\\PowderCoatingApp\" -Directory)",
|
||||
"Bash(Select-Object Name)",
|
||||
"Bash(Get-Content *)",
|
||||
"Bash(python -c \"import json; data=json.load\\(open\\('prismatic_powders.json','r',encoding='utf-8'\\)\\); print\\(f'Total records: {len\\(data\\)}'\\); print\\('First record:'\\); print\\(json.dumps\\(data[0], indent=2\\)\\)\")",
|
||||
"Bash(python -c \"import json; data=json.load\\(open\\('prismatic_powders.json','r',encoding='utf-8'\\)\\); keys=list\\(data.keys\\(\\)\\); print\\('Top-level keys:', keys[:10]\\); first=data[keys[0]]; print\\('First record key:', keys[0]\\); print\\(json.dumps\\(first, indent=2\\)\\)\")",
|
||||
"PowerShell(Get-ChildItem *)",
|
||||
"PowerShell(Select-String *)",
|
||||
"Bash(Select-Object -First 20)",
|
||||
"PowerShell(node -e \"require\\('fs'\\).existsSync\\(require\\('path'\\).join\\(process.cwd\\(\\), 'node_modules', 'sharp'\\)\\) ? console.log\\('sharp ok'\\) : console.log\\('no sharp'\\)\")",
|
||||
"WebFetch(domain:www.powdercoatinglogix.com)",
|
||||
"PowerShell($bytes = [System.IO.File]::ReadAllBytes\\('src/PowderCoating.Web/Views/Jobs/Details.cshtml'\\); $text = [System.Text.Encoding]::UTF8.GetString\\($bytes\\); $idx = $text.IndexOf\\('hasPowderData'\\); $snippet = $text.Substring\\($idx - 20, 250\\); [System.Text.Encoding]::Unicode.GetBytes\\($snippet\\) | Format-Hex | Select-Object -First 30)",
|
||||
"PowerShell($dll = \"C:\\\\Users\\\\spoul\\\\.nuget\\\\packages\\\\questpdf\\\\2024.12.3\\\\lib\\\\net6.0\\\\QuestPDF.dll\"; $asm = [Reflection.Assembly]::LoadFile\\($dll\\); $asm.GetTypes\\(\\) | Where-Object { $_.Name -eq \"ContainerExtensions\" } | ForEach-Object { $_.GetMethods\\(\\) | Where-Object { $_.Name -match \"Canvas|Rotat|Layer\" } | Select-Object Name } | Sort-Object Name -Unique)",
|
||||
"PowerShell(Get-ChildItem \"C:\\\\Users\\\\spoul\\\\.nuget\\\\packages\\\\\" -ErrorAction SilentlyContinue | Where-Object { $_.Name -match \"quest|skia\" } | Select-Object Name)"
|
||||
]
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,27 @@
|
||||
#!/bin/sh
|
||||
# Pre-commit hook: block commits containing corrupted Unicode in .cshtml files.
|
||||
#
|
||||
# All corruption variants start with the UTF-8 byte sequence for a-circumflex
|
||||
# followed by euro-sign (bytes C3 A2 E2 82 AC), which is the first two chars
|
||||
# of every known corruption pattern. Grep for that byte sequence in staged files.
|
||||
|
||||
STAGED=$(git diff --cached --name-only | grep '\.cshtml$')
|
||||
if [ -z "$STAGED" ]; then
|
||||
exit 0
|
||||
fi
|
||||
|
||||
# $'\xc3\xa2\xe2\x82\xac' = UTF-8 bytes for a-circumflex + euro-sign
|
||||
CORRUPT=$(echo "$STAGED" | xargs grep -l $'\xc3\xa2\xe2\x82\xac' 2>/dev/null)
|
||||
|
||||
if [ -n "$CORRUPT" ]; then
|
||||
echo ""
|
||||
echo "ERROR: Corrupted Unicode characters detected in staged .cshtml files:"
|
||||
echo "$CORRUPT" | sed 's/^/ /'
|
||||
echo ""
|
||||
echo "Fix by running: .\\tools\\Fix-Encoding.ps1"
|
||||
echo "Then re-stage the files and commit again."
|
||||
echo ""
|
||||
exit 1
|
||||
fi
|
||||
|
||||
exit 0
|
||||
@@ -1,6 +1,11 @@
|
||||
## Ignore Visual Studio temporary files, build results, and
|
||||
## files generated by popular Visual Studio add-ons.
|
||||
|
||||
# Claude Code tool settings and build logs
|
||||
.claude/settings.local.json
|
||||
.claude/settings.json
|
||||
BuildLog*.txt
|
||||
|
||||
# User-specific files
|
||||
*.rsuser
|
||||
*.suo
|
||||
|
||||
@@ -0,0 +1,571 @@
|
||||
# AGENTS.md
|
||||
|
||||
This file provides guidance to Codex (Codex.ai/code) when working with code in this repository.
|
||||
|
||||
## Project Overview
|
||||
|
||||
A production-ready ASP.NET Core 8.0 MVC application for managing powder coating business operations. The application implements Clean Architecture with six projects across three layers (Domain, Application, Infrastructure) plus two presentation layers (Web MVC, RESTful API).
|
||||
|
||||
## Essential Commands
|
||||
|
||||
### Building and Running
|
||||
|
||||
```bash
|
||||
# Build entire solution
|
||||
dotnet build
|
||||
|
||||
# Run web application (MVC)
|
||||
cd src/PowderCoating.Web
|
||||
dotnet run
|
||||
# Access at: https://localhost:58461
|
||||
|
||||
# Run web with auto-reload
|
||||
dotnet watch run
|
||||
|
||||
# Run API
|
||||
cd src/PowderCoating.Api
|
||||
dotnet run
|
||||
# Swagger UI at root URL
|
||||
|
||||
# Run tests
|
||||
dotnet test # All tests
|
||||
dotnet test tests/PowderCoating.UnitTests # Unit tests only
|
||||
dotnet test tests/PowderCoating.IntegrationTests # Integration tests only
|
||||
```
|
||||
|
||||
### Database Operations
|
||||
|
||||
```bash
|
||||
# All EF commands run from Web project directory
|
||||
cd src/PowderCoating.Web
|
||||
|
||||
# Create migration (must specify Infrastructure project)
|
||||
dotnet ef migrations add MigrationName --project ../PowderCoating.Infrastructure
|
||||
|
||||
# Apply migrations
|
||||
dotnet ef database update --project ../PowderCoating.Infrastructure
|
||||
|
||||
# Reset database (WARNING: deletes all data)
|
||||
dotnet ef database drop --project ../PowderCoating.Infrastructure
|
||||
dotnet ef database update --project ../PowderCoating.Infrastructure
|
||||
|
||||
# List migrations
|
||||
dotnet ef migrations list --project ../PowderCoating.Infrastructure
|
||||
|
||||
# Remove last migration (if not applied)
|
||||
dotnet ef migrations remove --project ../PowderCoating.Infrastructure
|
||||
```
|
||||
|
||||
### Default Credentials
|
||||
|
||||
```
|
||||
SuperAdmin (break glass): artemis@powdercoatinglogix.com / SuperAdmin123!
|
||||
SuperAdmin (seed): superadmin@powdercoatinglogix.com / SuperAdmin123!
|
||||
SuperAdmin (seed): spouliot@powdercoatinglogix.com / SuperAdmin123!
|
||||
Company Admin (seed): demo@powdercoatinglogix.com / CompanyAdmin123!
|
||||
```
|
||||
|
||||
## Architecture Overview
|
||||
|
||||
### Clean Architecture Layers
|
||||
|
||||
**Domain Layer (PowderCoating.Core)**
|
||||
- Contains business entities, enums, and repository interfaces
|
||||
- `BaseEntity` provides common properties for all entities (Id, CompanyId, CreatedAt, UpdatedAt, IsDeleted, audit fields)
|
||||
- All entities inherit from BaseEntity and support soft delete
|
||||
- No dependencies on other projects
|
||||
|
||||
**Application Layer (PowderCoating.Application)**
|
||||
- DTOs organized by domain (Customer, Job, Equipment, Inventory, Maintenance)
|
||||
- AutoMapper profiles with reverse mappings
|
||||
- Service interfaces (IFileService, etc.)
|
||||
- No UI or infrastructure dependencies
|
||||
|
||||
**Infrastructure Layer (PowderCoating.Infrastructure)**
|
||||
- `ApplicationDbContext` with global query filters for soft deletes and multi-tenancy
|
||||
- Generic `Repository<T>` implementing `IRepository<T>`
|
||||
- `UnitOfWork` implementing `IUnitOfWork` with lazy-loaded repositories
|
||||
- Seed data is triggered **manually** via Platform Management → Seed Data (not automatic on startup)
|
||||
|
||||
**Presentation Layers**
|
||||
- `PowderCoating.Web`: MVC application with Razor views, Bootstrap 5 UI
|
||||
- `PowderCoating.Api`: RESTful API with JWT authentication, Swagger documentation
|
||||
|
||||
### Key Design Patterns
|
||||
|
||||
**Repository Pattern**
|
||||
- Generic `Repository<T>` in Infrastructure
|
||||
- All CRUD operations, search, pagination, eager loading support
|
||||
- Soft delete with `SoftDeleteAsync()` method
|
||||
|
||||
**Unit of Work Pattern**
|
||||
- Coordinates multiple repositories
|
||||
- Transaction support: `BeginTransactionAsync()`, `CommitTransactionAsync()`, `RollbackTransactionAsync()`
|
||||
- Lazy instantiation of repositories
|
||||
- `SaveChangesAsync()` or `CompleteAsync()` to persist changes
|
||||
|
||||
**Dependency Injection**
|
||||
- All dependencies registered in `Program.cs`
|
||||
- Controllers inject `IUnitOfWork` and `IMapper`
|
||||
- Services are scoped to request lifetime
|
||||
|
||||
**Global Query Filters**
|
||||
- Soft deletes: All queries automatically filter `IsDeleted == false`
|
||||
- Multi-tenancy: Non-SuperAdmin users see only their company data
|
||||
- Bypass with `ignoreQueryFilters: true` parameter in repository methods
|
||||
|
||||
### Multi-Tenancy Implementation
|
||||
|
||||
- `CompanyId` foreign key on all business entities
|
||||
- `ITenantContext` injected into DbContext resolves current company
|
||||
- SuperAdmin role can view all companies
|
||||
- Global query filters enforce company isolation at database level
|
||||
- Users have both system role (SuperAdmin) and company role (CompanyAdmin, Manager, Worker, Viewer)
|
||||
|
||||
## Data Access Rules (ENFORCE THESE)
|
||||
|
||||
> **`ApplicationDbContext` is NEVER injected into a controller.**
|
||||
> All data access in controllers goes through `IUnitOfWork`. No exceptions outside the list below.
|
||||
> **This rule is enforced at startup:** `EnforceDataAccessArchitecture()` in `Program.cs` scans all
|
||||
> controllers at boot and throws if any non-exempt controller injects `ApplicationDbContext`.
|
||||
> Full rationale and permanent exceptions list: `docs/DATA_ACCESS_ARCHITECTURE.md`
|
||||
|
||||
### Three tiers — use the right one:
|
||||
|
||||
**Tier 1 — Simple CRUD** → `IUnitOfWork.EntityName` (generic `IRepository<T>`)
|
||||
```csharp
|
||||
var items = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
await _unitOfWork.Announcements.AddAsync(entity);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
```
|
||||
|
||||
**Tier 2 — Complex domain queries** → typed repositories on `IUnitOfWork`
|
||||
```csharp
|
||||
// Include chains and domain-specific queries belong in the repository, not the controller
|
||||
var job = await _unitOfWork.Jobs.LoadForDetailsAsync(id);
|
||||
var invoice = await _unitOfWork.Invoices.LoadForViewAsync(id);
|
||||
var quote = await _unitOfWork.Quotes.GetByApprovalTokenAsync(token);
|
||||
```
|
||||
Typed repositories: `IJobRepository`, `IInvoiceRepository`, `IQuoteRepository`,
|
||||
`ICustomerRepository`, `IBillRepository`, `IPurchaseOrderRepository`
|
||||
— defined in `Core/Interfaces/Repositories/`, implemented in `Infrastructure/Repositories/`
|
||||
|
||||
**Tier 3 — Aggregate/reporting queries** → injected read services
|
||||
```csharp
|
||||
// P&L, AR aging, cycle time, powder usage — shaped DTOs, never tracked entities
|
||||
var aging = await _financialReports.GetArAgingAsync(companyId);
|
||||
```
|
||||
Services: `IFinancialReportService`, `IOperationalReportService`
|
||||
— defined in `Core/Interfaces/Services/`, implemented in `Infrastructure/Services/`
|
||||
|
||||
### Permanent exceptions (ApplicationDbContext allowed — intentional, documented):
|
||||
`StripeWebhookController`, `WebhooksController`, `PaymentController`, `RegistrationController`,
|
||||
`DataExportController`, `AccountDataExportController`, `DataPurgeController`,
|
||||
`SystemInfoController`, `SystemLogsController`, `CompanyHealthController`
|
||||
|
||||
If you think you need a new exception, you almost certainly don't. Check the spec first.
|
||||
|
||||
---
|
||||
|
||||
## Data Access Patterns
|
||||
|
||||
### Common Controller Pattern
|
||||
|
||||
```csharp
|
||||
public class ExampleController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
|
||||
public ExampleController(IUnitOfWork unitOfWork, IMapper mapper)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
}
|
||||
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var entities = await _unitOfWork.Examples.GetAllAsync();
|
||||
var dtos = _mapper.Map<List<ExampleDto>>(entities);
|
||||
return View(dtos);
|
||||
}
|
||||
|
||||
[HttpPost]
|
||||
public async Task<IActionResult> Create(CreateExampleDto dto)
|
||||
{
|
||||
var entity = _mapper.Map<Example>(dto);
|
||||
await _unitOfWork.Examples.AddAsync(entity);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
public async Task<IActionResult> Delete(int id)
|
||||
{
|
||||
await _unitOfWork.Examples.SoftDeleteAsync(id);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
### Using Unit of Work Repositories
|
||||
|
||||
All entity repositories are available via `IUnitOfWork` properties:
|
||||
- `_unitOfWork.Customers`
|
||||
- `_unitOfWork.Jobs`
|
||||
- `_unitOfWork.JobItems`
|
||||
- `_unitOfWork.Quotes`
|
||||
- `_unitOfWork.InventoryItems`
|
||||
- `_unitOfWork.Equipment`
|
||||
- `_unitOfWork.MaintenanceRecords`
|
||||
- Plus additional entities (Suppliers, JobPhotos, JobNotes, etc.)
|
||||
|
||||
### Eager Loading Related Data
|
||||
|
||||
```csharp
|
||||
// Load customer with related data
|
||||
var customer = await _unitOfWork.Customers.GetByIdAsync(
|
||||
id,
|
||||
c => c.Jobs,
|
||||
c => c.Quotes,
|
||||
c => c.PricingTier
|
||||
);
|
||||
|
||||
// Find with predicate and includes
|
||||
var activeJobs = await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.Status != JobStatus.Completed,
|
||||
j => j.Customer,
|
||||
j => j.JobItems
|
||||
);
|
||||
```
|
||||
|
||||
### Pagination
|
||||
|
||||
```csharp
|
||||
var pagedJobs = await _unitOfWork.Jobs.GetPagedAsync(
|
||||
pageNumber: 1,
|
||||
pageSize: 25,
|
||||
j => j.Status == JobStatus.InPreparation,
|
||||
j => j.Customer
|
||||
);
|
||||
```
|
||||
|
||||
## Important Domain Concepts
|
||||
|
||||
### Job Lifecycle
|
||||
|
||||
Jobs progress through 16 statuses:
|
||||
1. **Pending** → Initial state
|
||||
2. **Quoted** → Quote generated
|
||||
3. **Approved** → Customer approved
|
||||
4. **InPreparation** → Job prep started
|
||||
5. **Sandblasting** → Surface prep
|
||||
6. **MaskingTaping** → Masking areas
|
||||
7. **Cleaning** → Pre-coat cleaning
|
||||
8. **InOven** → Pre-heating
|
||||
9. **Coating** → Applying powder
|
||||
10. **Curing** → Heat curing
|
||||
11. **QualityCheck** → Inspection
|
||||
12. **Completed** → Work finished
|
||||
13. **ReadyForPickup** → Awaiting customer
|
||||
14. **Delivered** → Job delivered
|
||||
15. **OnHold** → Paused
|
||||
16. **Cancelled** → Cancelled
|
||||
|
||||
**Job Priorities**: Low, Normal, High, Urgent, Rush (color-coded in UI)
|
||||
|
||||
### Customer Types
|
||||
|
||||
- **Commercial**: B2B customers with pricing tiers, credit limits
|
||||
- **Non-Commercial**: Individual customers, typically simpler pricing
|
||||
|
||||
### Inventory Management
|
||||
|
||||
**Transaction Types**: Purchase, Sale, Adjustment, Transfer, Return, Waste, Initial
|
||||
- All transactions tracked in `InventoryTransaction` entity
|
||||
- Reorder points trigger low-stock alerts
|
||||
|
||||
### Equipment & Maintenance
|
||||
|
||||
**Equipment Status**: Operational, NeedsMaintenance, UnderMaintenance, OutOfService, Retired
|
||||
**Maintenance Priority**: Low, Normal, High, Critical
|
||||
**Maintenance Status**: Scheduled, InProgress, Completed, Cancelled, Overdue
|
||||
|
||||
## Configuration Files
|
||||
|
||||
### Web Application (src/PowderCoating.Web/appsettings.json)
|
||||
|
||||
```json
|
||||
{
|
||||
"ConnectionStrings": {
|
||||
"DefaultConnection": "Server=.\\SQLEXPRESS;Database=PowderCoatingDb;Trusted_Connection=true;MultipleActiveResultSets=true;TrustServerCertificate=true"
|
||||
},
|
||||
"AppSettings": {
|
||||
"CompanyName": "Powder Coating Logix",
|
||||
"DefaultQuoteValidityDays": 30,
|
||||
"DefaultPaymentTerms": "Net 30",
|
||||
"TaxRate": 0.0,
|
||||
"Currency": "USD",
|
||||
"TrialPeriodDays": 7,
|
||||
"QuoteApprovalTokenDays": 30
|
||||
},
|
||||
"AI": {
|
||||
"Anthropic": {
|
||||
"ApiKey": "your-anthropic-api-key-here"
|
||||
}
|
||||
},
|
||||
"SendGrid": { ... },
|
||||
"Stripe": { ... },
|
||||
"Storage": { ... }
|
||||
}
|
||||
```
|
||||
|
||||
**AI uses Anthropic Codex Sonnet 4.6** (`Codex-sonnet-4-6`) — NOT OpenAI. The `AI:Anthropic:ApiKey` config key is what the AI photo quoting and AI scheduling services read.
|
||||
|
||||
### API (src/PowderCoating.Api/appsettings.json)
|
||||
|
||||
```json
|
||||
{
|
||||
"JwtSettings": {
|
||||
"SecretKey": "CHANGE-THIS-TO-YOUR-OWN-SECRET-KEY-AT-LEAST-32-CHARACTERS",
|
||||
"Issuer": "PowderCoatingAPI",
|
||||
"Audience": "PowderCoatingMobileApp",
|
||||
"ExpirationMinutes": 1440
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
### Launch Settings (src/PowderCoating.Web/Properties/launchSettings.json)
|
||||
|
||||
Default ports:
|
||||
- HTTPS: 58461
|
||||
- HTTP: 58462
|
||||
|
||||
## Authentication & Authorization
|
||||
|
||||
### System Roles
|
||||
- **SuperAdmin**: Platform-wide access, sees all companies and deleted records
|
||||
- **Administrator**: Company admin
|
||||
- **Manager**: Operations management
|
||||
- **Employee**: Create/edit jobs and quotes
|
||||
- **ShopFloor**: Update job status
|
||||
- **ReadOnly**: View-only access
|
||||
|
||||
### Custom Authorization Policies
|
||||
|
||||
Defined in `PowderCoating.Shared/Constants/AppConstants.cs`:
|
||||
- `RequireAdministratorRole`
|
||||
- `CanManageJobs`
|
||||
- `CanManageInventory`
|
||||
- `CanManageUsers`
|
||||
- `CanViewData`
|
||||
|
||||
Apply with `[Authorize(Policy = "PolicyName")]` on controllers/actions.
|
||||
|
||||
### JWT Authentication (API Only)
|
||||
|
||||
API uses JWT Bearer tokens. Web uses cookie-based Identity authentication.
|
||||
|
||||
## AutoMapper Configuration
|
||||
|
||||
AutoMapper is registered as singleton in `Program.cs`:
|
||||
```csharp
|
||||
builder.Services.AddSingleton(provider => new MapperConfiguration(cfg =>
|
||||
{
|
||||
cfg.AddMaps(typeof(ApplicationAssemblyMarker).Assembly);
|
||||
}).CreateMapper());
|
||||
```
|
||||
|
||||
All profiles in `Application/Mappings/` are auto-discovered. Profiles include reverse mappings for entity ↔ DTO conversion.
|
||||
|
||||
## Logging
|
||||
|
||||
Serilog configured to write:
|
||||
- Console (structured logs)
|
||||
- File: `logs/powdercoating-{Date}.txt` (rolling daily)
|
||||
|
||||
Access via constructor injection:
|
||||
```csharp
|
||||
private readonly ILogger<ExampleController> _logger;
|
||||
```
|
||||
|
||||
## Common Development Tasks
|
||||
|
||||
### Adding a New Entity
|
||||
|
||||
1. Create entity class in `Core/Entities/` inheriting from `BaseEntity`
|
||||
2. Add DbSet to `ApplicationDbContext`
|
||||
3. Register repository property in `IUnitOfWork` interface
|
||||
4. Add lazy-loaded property in `UnitOfWork` implementation
|
||||
5. Create migration: `dotnet ef migrations add AddEntityName --project ../PowderCoating.Infrastructure`
|
||||
6. Apply migration: `dotnet ef database update --project ../PowderCoating.Infrastructure`
|
||||
|
||||
### Adding a New Controller
|
||||
|
||||
1. Create DTOs in `Application/DTOs/`
|
||||
2. Create AutoMapper profile in `Application/Mappings/`
|
||||
3. Create controller in `Web/Controllers/`
|
||||
4. Create views in `Web/Views/[ControllerName]/`
|
||||
5. Add navigation link in `Views/Shared/_Layout.cshtml`
|
||||
|
||||
### Working with Soft Deletes
|
||||
|
||||
```csharp
|
||||
// Soft delete (sets IsDeleted = true)
|
||||
await _unitOfWork.Customers.SoftDeleteAsync(id);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// Physical delete (use sparingly)
|
||||
await _unitOfWork.Customers.DeleteAsync(entity);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// Include deleted records in query
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync(ignoreQueryFilters: true);
|
||||
```
|
||||
|
||||
### Bypassing Multi-Tenancy Filters
|
||||
|
||||
Only for SuperAdmin users:
|
||||
```csharp
|
||||
// See all companies' data
|
||||
var allJobs = await _unitOfWork.Jobs.GetAllAsync(ignoreQueryFilters: true);
|
||||
```
|
||||
|
||||
## Implemented Modules
|
||||
|
||||
All modules below are fully implemented with controllers, views, and migrations applied.
|
||||
|
||||
### Operations
|
||||
- **Jobs** — full lifecycle (16 statuses), worker assignment, time entries, rework tracking, shop access codes, job templates
|
||||
- **Quotes** — multi-item pricing engine, AI Photo Quoting (Anthropic Codex Sonnet 4.6), quote-to-job conversion, customer approval portal, online payment
|
||||
- **Invoices** — create from job, partial payments, voids, PDF download, email send; 1:1 Job→Invoice enforced by unique index
|
||||
- **Deposits** — record against customer/job/quote; auto-applied to invoices on creation; receipt PDF via QuestPDF
|
||||
- **Customers** — commercial and non-commercial types, pricing tiers, tax exempt flag + certificate upload, credit limits
|
||||
- **Oven Scheduler** — batch jobs into named ovens, capacity planning, suggested batches
|
||||
|
||||
### Inventory & Purchasing
|
||||
- **Inventory** — stock tracking, transactions, reorder alerts, powder coverage/efficiency fields
|
||||
- **Vendors** — supplier management, payment terms, linked to inventory items
|
||||
- **Purchase Orders** — create/submit/receive POs, convert to vendor bills
|
||||
- **Accounts Payable** — vendor bills, AP ledger, payment tracking
|
||||
|
||||
### Shop Management
|
||||
- **Shop Workers** — roles (Coater, Sandblaster, etc.), assignment to jobs and maintenance tasks
|
||||
- **Equipment & Maintenance** — equipment status lifecycle, scheduled/completed maintenance records
|
||||
- **Catalog Items** — pre-priced service catalog with default prices
|
||||
- **Pricing Tiers** — customer discount tiers; use `CompanyAdminOnly` policy (not `RequireAdministratorRole`)
|
||||
|
||||
### Billing & Payments
|
||||
- **Stripe** — subscription plans, checkout sessions, customer portal, webhooks (`/stripe/webhook`)
|
||||
- **Stripe Connect** — embedded payments, OAuth flow for tenant onboarding
|
||||
- **Twilio SMS** — `ISmsService` fully implemented; webhook at `POST /Webhooks/TwilioSms`
|
||||
|
||||
### Platform (SuperAdmin only)
|
||||
- **Platform Users** — create/manage SuperAdmin accounts
|
||||
- **Companies** — view/manage all tenant companies
|
||||
- **Seed Data** — manual seeding via Platform Management UI (not automatic)
|
||||
- **Subscription Plans** — `SubscriptionPlanConfig` controls per-plan limits and pricing
|
||||
|
||||
### Other
|
||||
- **Help Center** — 14 fully-written articles at `Views/Help/`
|
||||
- **Setup Wizard** — 10-step onboarding wizard at `SetupWizardController`
|
||||
- **Reports** — 24 report actions including P&L, AR Aging, Powder Usage, Job Cycle Time, PDF exports
|
||||
- **Gift Certificates** — issue, redeem, track balance
|
||||
- **Announcements** — platform-wide announcements to tenants
|
||||
|
||||
### Key Pricing Rules
|
||||
- Custom powder (no inventory item + `PowderToOrder` > 0): charge for the **full ordered quantity**, not just calculated usage
|
||||
- In-stock inventory powder: charge for calculated usage only (surface area × lbs/sqft × unit cost)
|
||||
- Tax exempt customers (`Customer.IsTaxExempt`): `TaxPercent` defaults to 0 on quote and invoice create; customer dropdown marks exempt customers with ★
|
||||
|
||||
### Pricing Routing Flags — Must Stay In Sync Across All Three Layers
|
||||
|
||||
`PricingCalculationService.CalculateQuoteItemPriceAsync` routes each item to the correct pricing path using boolean flags. **These flags MUST exist identically on `QuoteItem`, `JobItem`, and `CreateQuoteItemDto`, AND be mapped in all three `JobItemAssemblyService.CreateJobItem` overloads.**
|
||||
|
||||
| Flag | Effect if missing on JobItem |
|
||||
|------|------------------------------|
|
||||
| `IsAiItem` | Job repriced as calculated item; oven cost double-charged on every save |
|
||||
| `IsGenericItem` | ManualUnitPrice ignored; price recalculated from surface area |
|
||||
| `IsLaborItem` | Item repriced at surface-area rate instead of hours × labor rate |
|
||||
| `IsSalesItem` | ManualUnitPrice ignored; item repriced using coat/surface math |
|
||||
|
||||
**Checklist when adding a new pricing routing flag:**
|
||||
1. Add the property to `QuoteItem` (Core/Entities)
|
||||
2. Add the property to `JobItem` (Core/Entities)
|
||||
3. Add it to `CreateQuoteItemDto` (Application/DTOs)
|
||||
4. Add it to `JobItemSeed` (private class in JobItemAssemblyService)
|
||||
5. Map it in all three `JobItemAssemblyService.CreateJobItem` overloads
|
||||
6. Include it in every `existingItemsData` JSON block in job views (`Edit.cshtml`, `EditItems.cshtml`) and in all job controller actions that build `CreateQuoteItemDto` from a `JobItem`
|
||||
7. Add a migration if the field is new on a persisted entity
|
||||
8. The structural test `PricingRoutingFlags_ExistOnBothQuoteItemAndJobItem` in `JobItemAssemblyServiceTests` will fail until steps 1–3 are done — this is intentional
|
||||
|
||||
### Branding
|
||||
- Application name: **Powder Coating Logix**
|
||||
- PCL logo: `wwwroot/images/pcl-logo.png` — used in sidebar header (when no tenant logo), login/register pages, sidebar footer
|
||||
- Sidebar footer always shows PCL logo linking to `http://www.powdercoatinglogix.com`
|
||||
- Tenant companies can upload their own logo (stored in Azure Blob `companylogos` container); it replaces the PCL logo in the sidebar header
|
||||
|
||||
## Known Issues
|
||||
|
||||
- Entity Framework warnings about global query filters on related entities (non-critical, informational only)
|
||||
|
||||
## File Upload Configuration
|
||||
|
||||
Limits defined in `AppConstants.cs`:
|
||||
- Max file size: 10 MB
|
||||
- Allowed extensions: jpg, jpeg, png, gif, pdf, doc, docx, xls, xlsx
|
||||
|
||||
## Testing Strategy
|
||||
|
||||
- **Unit Tests**: Test business logic in isolation
|
||||
- **Integration Tests**: Test full request pipeline with test database
|
||||
- Use xUnit framework
|
||||
- Mock `IUnitOfWork` in unit tests
|
||||
|
||||
## Extending the System
|
||||
|
||||
### Adding AI Features
|
||||
|
||||
AI uses Anthropic Codex Sonnet 4.6 via `IAiQuoteService`. Configure the key under `AI:Anthropic:ApiKey` in `appsettings.json`.
|
||||
1. Create service interface in `Application/Interfaces/`
|
||||
2. Implement in `Infrastructure/Services/` calling the Anthropic client
|
||||
3. Inject into controllers via DI
|
||||
|
||||
### SignalR Hubs
|
||||
|
||||
Two hubs are already implemented and mapped in `Program.cs`:
|
||||
- `NotificationHub` → `/hubs/notifications` (company-scoped push notifications)
|
||||
- `ShopHub` → `/hubs/shop` (real-time shop floor updates)
|
||||
|
||||
To add a new hub:
|
||||
1. Create hub class in `Web/Hubs/`
|
||||
2. Map hub in `Program.cs`: `app.MapHub<YourHub>("/hubpath")`
|
||||
3. Use JavaScript client in views to connect
|
||||
|
||||
### Adding API Endpoints
|
||||
|
||||
1. Create controller in `Api/Controllers/` with `[ApiController]` attribute
|
||||
2. Return `ActionResult<T>` types
|
||||
3. Use `[Authorize]` for protected endpoints
|
||||
4. Document with XML comments for Swagger
|
||||
|
||||
## Project Dependencies
|
||||
|
||||
Key NuGet packages:
|
||||
- **AutoMapper 16.0.0**: Entity-to-DTO mapping
|
||||
- **Entity Framework Core 8.0.11**: ORM and database access
|
||||
- **Serilog.AspNetCore 8.0.3**: Structured logging
|
||||
- **Microsoft.AspNetCore.Identity.UI 8.0.11**: Authentication
|
||||
- **Swashbuckle.AspNetCore 7.2.0**: API documentation (API project)
|
||||
|
||||
## Security Considerations
|
||||
|
||||
- Password requirements: 8+ chars, uppercase, lowercase, digit
|
||||
- HTTPS enforced in production
|
||||
- SQL injection prevented by EF Core parameterization
|
||||
- XSS protection via Razor encoding
|
||||
- CSRF tokens on all forms (automatic with ASP.NET Core)
|
||||
- Sensitive settings (connection strings, API keys) should use User Secrets in development and Azure Key Vault in production
|
||||
|
||||
## Active design work
|
||||
A visual redesign is in progress. If the user asks about UI changes, dashboard/jobs/board styling, or the new design tokens, read `design_handoff_pcl_redesign/README.md` and follow `design_handoff_pcl_redesign/AGENTS.md` for that work.
|
||||
@@ -33,6 +33,10 @@ public class InvoiceDto
|
||||
public string? CustomerEmail { get; set; }
|
||||
public string? CustomerPhone { get; set; }
|
||||
public string? CustomerMobilePhone { get; set; }
|
||||
public string? CustomerAddress { get; set; }
|
||||
public string? CustomerCity { get; set; }
|
||||
public string? CustomerState { get; set; }
|
||||
public string? CustomerZipCode { get; set; }
|
||||
public bool CustomerNotifyByEmail { get; set; }
|
||||
public bool CustomerNotifyBySms { get; set; }
|
||||
public string? PreparedById { get; set; }
|
||||
|
||||
@@ -137,6 +137,13 @@ public class CreateJobDto
|
||||
[Display(Name = "Oven")]
|
||||
public int? OvenCostId { get; set; }
|
||||
|
||||
[Display(Name = "Batches")]
|
||||
[Range(1, 999)]
|
||||
public int OvenBatches { get; set; } = 1;
|
||||
|
||||
[Display(Name = "Cycle Time (min)")]
|
||||
public int? OvenCycleMinutes { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Description is required")]
|
||||
[StringLength(2000, ErrorMessage = "Description cannot exceed 2000 characters")]
|
||||
[Display(Name = "Description")]
|
||||
@@ -208,6 +215,16 @@ public class UpdateJobDto
|
||||
[Display(Name = "Assigned Worker")]
|
||||
public string? AssignedUserId { get; set; }
|
||||
|
||||
[Display(Name = "Oven")]
|
||||
public int? OvenCostId { get; set; }
|
||||
|
||||
[Display(Name = "Batches")]
|
||||
[Range(1, 999)]
|
||||
public int OvenBatches { get; set; } = 1;
|
||||
|
||||
[Display(Name = "Cycle Time (min)")]
|
||||
public int? OvenCycleMinutes { get; set; }
|
||||
|
||||
[Required(ErrorMessage = "Description is required")]
|
||||
[StringLength(2000, ErrorMessage = "Description cannot exceed 2000 characters")]
|
||||
[Display(Name = "Description")]
|
||||
@@ -381,6 +398,7 @@ public class JobItemCoatDto
|
||||
public decimal? PowderCostPerLb { get; set; }
|
||||
public decimal? PowderToOrder { get; set; }
|
||||
public decimal? ActualPowderUsedLbs { get; set; } // Filled during job completion
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
|
||||
|
||||
@@ -801,6 +801,7 @@ public class QuoteItemCoatDto
|
||||
public decimal CoatMaterialCost { get; set; }
|
||||
public decimal CoatLaborCost { get; set; }
|
||||
public decimal CoatTotalCost { get; set; }
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
public string? Notes { get; set; }
|
||||
}
|
||||
|
||||
|
||||
@@ -91,4 +91,11 @@ public interface INotificationService
|
||||
/// Alert company staff when a Stripe chargeback (dispute) is opened on an invoice payment.
|
||||
/// </summary>
|
||||
Task NotifyChargebackAlertAsync(Invoice invoice, string disputeId, decimal amount, string reason);
|
||||
|
||||
/// <summary>
|
||||
/// Sends an appointment reminder email to the linked customer (if opted in) and writes a
|
||||
/// notification log row. Called by <see cref="PowderCoating.Web.BackgroundServices.AppointmentReminderBackgroundService"/>
|
||||
/// when the reminder window opens. In-app bell notification is handled by the caller.
|
||||
/// </summary>
|
||||
Task NotifyAppointmentReminderAsync(Appointment appointment);
|
||||
}
|
||||
|
||||
@@ -25,6 +25,12 @@ public interface IPdfService
|
||||
CompanyInfoDto companyInfo,
|
||||
QuoteTemplateSettingsDto? template = null);
|
||||
|
||||
Task<byte[]> GeneratePackingSlipPdfAsync(
|
||||
InvoiceDto invoiceDto,
|
||||
byte[]? companyLogo,
|
||||
string? companyLogoContentType,
|
||||
CompanyInfoDto companyInfo);
|
||||
|
||||
Task<byte[]> GeneratePurchaseOrderPdfAsync(
|
||||
PurchaseOrderDto po,
|
||||
byte[]? companyLogo,
|
||||
|
||||
@@ -20,7 +20,6 @@ public interface IStripeConnectService
|
||||
decimal invoiceTotal,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string invoiceNumber,
|
||||
int invoiceId);
|
||||
|
||||
@@ -33,7 +32,6 @@ public interface IStripeConnectService
|
||||
decimal depositAmount,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string quoteNumber,
|
||||
int quoteId);
|
||||
}
|
||||
|
||||
@@ -29,6 +29,10 @@ public class InvoiceProfile : Profile
|
||||
: null))
|
||||
.ForMember(d => d.CustomerPhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.Phone : null))
|
||||
.ForMember(d => d.CustomerMobilePhone, o => o.MapFrom(s => s.Customer != null ? s.Customer.MobilePhone : null))
|
||||
.ForMember(d => d.CustomerAddress, o => o.MapFrom(s => s.Customer != null ? s.Customer.Address : null))
|
||||
.ForMember(d => d.CustomerCity, o => o.MapFrom(s => s.Customer != null ? s.Customer.City : null))
|
||||
.ForMember(d => d.CustomerState, o => o.MapFrom(s => s.Customer != null ? s.Customer.State : null))
|
||||
.ForMember(d => d.CustomerZipCode, o => o.MapFrom(s => s.Customer != null ? s.Customer.ZipCode : null))
|
||||
.ForMember(d => d.CustomerNotifyByEmail, o => o.MapFrom(s => s.Customer == null || s.Customer.NotifyByEmail))
|
||||
.ForMember(d => d.CustomerNotifyBySms, o => o.MapFrom(s => s.Customer != null && s.Customer.NotifyBySms))
|
||||
.ForMember(d => d.PreparedByName, o => o.MapFrom(s => s.PreparedBy != null
|
||||
|
||||
@@ -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);
|
||||
@@ -62,7 +85,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = CalculatePowderToOrder(c.PowderToOrder, source.SurfaceAreaSqFt, source.Quantity, c.CoverageSqFtPerLb, c.TransferEfficiency),
|
||||
Notes = c.Notes
|
||||
Notes = c.Notes,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
},
|
||||
jobItemId,
|
||||
companyId,
|
||||
@@ -70,6 +94,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="JobItemPrepService"/> records (sandblasting, masking, etc.) from the
|
||||
/// quote wizard DTO. These are per-item prep steps with individual time estimates that feed
|
||||
/// labor cost calculations and shop floor instructions.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(CreateQuoteItemDto source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -85,6 +114,13 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Creates a <see cref="JobItem"/> by copying a saved <see cref="QuoteItem"/> during quote-to-job conversion.
|
||||
/// Prices are taken directly from the quote snapshot — no repricing occurs — so the job starts with
|
||||
/// exactly the amounts that were approved by the customer.
|
||||
/// The first coat's color/finish is promoted to the job item's top-level fields for quick display
|
||||
/// (details remain in the coat records).
|
||||
/// </summary>
|
||||
public JobItem CreateJobItem(QuoteItem source, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -128,6 +164,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Builds <see cref="JobItemCoat"/> records from a saved <see cref="QuoteItem"/> during quote-to-job conversion.
|
||||
/// Coat appearance (color name, code, finish) is resolved from the linked <see cref="InventoryItem"/> if available,
|
||||
/// because the inventory record is the canonical source of truth for a product's appearance —
|
||||
/// the values typed into the quote form may be incomplete or informal.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemCoat> CreateJobItemCoats(QuoteItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -151,7 +193,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = CalculatePowderToOrder(c.PowderToOrder, source.SurfaceAreaSqFt, source.Quantity, c.CoverageSqFtPerLb, c.TransferEfficiency),
|
||||
Notes = c.Notes
|
||||
Notes = c.Notes,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
},
|
||||
jobItemId,
|
||||
companyId,
|
||||
@@ -160,6 +203,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Copies prep service records from a <see cref="QuoteItem"/> to a new job item during quote-to-job conversion.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(QuoteItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -175,6 +221,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Creates a new <see cref="JobItem"/> by cloning an existing one — used for job templates
|
||||
/// and rework duplication where an existing job line is reused on a new job.
|
||||
/// Prices are copied as-is from the source; the job controller is responsible for repricing
|
||||
/// if operating costs have changed since the original job was created.
|
||||
/// </summary>
|
||||
public JobItem CreateJobItem(JobItem source, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -214,6 +266,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Clones coat records from an existing <see cref="JobItem"/> onto a new job item.
|
||||
/// PowderToOrder is copied verbatim (not recalculated) because the original job's powder
|
||||
/// quantities may have been manually adjusted after initial calculation.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemCoat> CreateJobItemCoats(JobItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -234,7 +291,8 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = c.PowderToOrder,
|
||||
Notes = c.Notes
|
||||
Notes = c.Notes,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
},
|
||||
jobItemId,
|
||||
companyId,
|
||||
@@ -242,6 +300,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Clones prep service records from an existing <see cref="JobItem"/> onto a new job item.
|
||||
/// </summary>
|
||||
public IReadOnlyList<JobItemPrepService> CreateJobItemPrepServices(JobItem source, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
ArgumentNullException.ThrowIfNull(source);
|
||||
@@ -257,6 +318,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
createdAtUtc);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItem"/> creation paths.
|
||||
/// Centralised here so that adding a new field only requires one code change, not three.
|
||||
/// </summary>
|
||||
private static JobItem BuildJobItem(JobItemSeed seed, int jobId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return new JobItem
|
||||
@@ -293,6 +358,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItemCoat"/> creation paths.
|
||||
/// </summary>
|
||||
private static JobItemCoat BuildJobItemCoat(JobItemCoatSeed seed, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return new JobItemCoat
|
||||
@@ -310,11 +378,17 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
PowderCostPerLb = seed.PowderCostPerLb,
|
||||
PowderToOrder = seed.PowderToOrder,
|
||||
Notes = seed.Notes,
|
||||
NoExtraLayerCharge = seed.NoExtraLayerCharge,
|
||||
CompanyId = companyId,
|
||||
CreatedAt = createdAtUtc
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Single construction point for all <see cref="JobItemPrepService"/> creation paths.
|
||||
/// Returns an empty list (not null) when <paramref name="seeds"/> is null so callers
|
||||
/// can safely iterate without a null check.
|
||||
/// </summary>
|
||||
private static IReadOnlyList<JobItemPrepService> BuildJobItemPrepServices(IEnumerable<JobItemPrepServiceSeed>? seeds, int jobItemId, int companyId, DateTime createdAtUtc)
|
||||
{
|
||||
return seeds?
|
||||
@@ -330,6 +404,18 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
.ToList() ?? [];
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Returns the pounds of powder needed to coat a batch, preferring the pre-stored value
|
||||
/// (which the user may have manually adjusted in the wizard) over a fresh recalculation.
|
||||
///
|
||||
/// Formula: (surfaceAreaSqFt × quantity) ÷ (coverageSqFtPerLb × transferEfficiency)
|
||||
///
|
||||
/// Industry defaults are applied when catalog data is missing:
|
||||
/// - Coverage: 30 sqft/lb (typical for standard powder at 2–3 mil DFT)
|
||||
/// - Transfer efficiency: 65% (industry average for electrostatic spray)
|
||||
/// These are conservative defaults that slightly overestimate powder needed — intentional,
|
||||
/// so the shop doesn't run short on a job.
|
||||
/// </summary>
|
||||
private static decimal? CalculatePowderToOrder(decimal? storedPowderToOrder, decimal surfaceAreaSqFt, decimal quantity, decimal coverageSqFtPerLb, decimal transferEfficiency)
|
||||
{
|
||||
if (storedPowderToOrder.HasValue && storedPowderToOrder.Value > 0)
|
||||
@@ -343,6 +429,12 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
return Math.Round((surfaceAreaSqFt * quantity) / (coverage * efficiency), 2);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Resolves the display appearance (color name, code, finish) for a coat, preferring the linked
|
||||
/// <see cref="InventoryItem"/>'s values over whatever was typed into the quote form.
|
||||
/// The inventory record is the canonical source of truth — the form values are used as a fallback
|
||||
/// only when no inventory item is linked (e.g. custom/one-off powder).
|
||||
/// </summary>
|
||||
private static (string? ColorName, string? ColorCode, string? Finish) ResolveCoatAppearance(
|
||||
string? colorName,
|
||||
string? colorCode,
|
||||
@@ -355,6 +447,11 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
return (inventoryItem.Name, inventoryItem.ColorCode, inventoryItem.Finish);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Intermediate value object that normalises the three different source types
|
||||
/// (DTO, QuoteItem, JobItem) into a single shape before the shared BuildJobItem factory method.
|
||||
/// Using a seed class prevents subtle bugs where an overload forgets to map a new field.
|
||||
/// </summary>
|
||||
private sealed class JobItemSeed
|
||||
{
|
||||
public string Description { get; init; } = string.Empty;
|
||||
@@ -385,6 +482,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
public int? AiPredictionId { get; init; }
|
||||
}
|
||||
|
||||
/// <summary>Intermediate value object for coat creation — see <see cref="JobItemSeed"/> for rationale.</summary>
|
||||
private sealed class JobItemCoatSeed
|
||||
{
|
||||
public string CoatName { get; init; } = string.Empty;
|
||||
@@ -399,8 +497,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
|
||||
public decimal? PowderCostPerLb { get; init; }
|
||||
public decimal? PowderToOrder { get; init; }
|
||||
public string? Notes { get; init; }
|
||||
public bool NoExtraLayerCharge { get; init; }
|
||||
}
|
||||
|
||||
/// <summary>Intermediate value object for prep service creation — see <see cref="JobItemSeed"/> for rationale.</summary>
|
||||
private sealed class JobItemPrepServiceSeed
|
||||
{
|
||||
public int PrepServiceId { get; init; }
|
||||
|
||||
@@ -2753,4 +2753,187 @@ public class PdfService : IPdfService
|
||||
.FontColor(amount < 0 ? Colors.Red.Darken2 : Colors.Black);
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// Packing Slip
|
||||
// -----------------------------------------------------------------------
|
||||
|
||||
/// <summary>
|
||||
/// Generates a no-price packing slip PDF for the given invoice. Lists job items with
|
||||
/// description, color, and quantity only — no unit prices or totals. Intended for
|
||||
/// physical pickup/delivery paperwork where pricing should not be visible.
|
||||
/// </summary>
|
||||
public async Task<byte[]> GeneratePackingSlipPdfAsync(
|
||||
InvoiceDto invoiceDto,
|
||||
byte[]? companyLogo,
|
||||
string? companyLogoContentType,
|
||||
CompanyInfoDto companyInfo)
|
||||
{
|
||||
QuestPDF.Settings.License = LicenseType.Community;
|
||||
const string accentColor = "#1e40af"; // blue
|
||||
|
||||
return await Task.Run(() =>
|
||||
{
|
||||
var document = Document.Create(container =>
|
||||
{
|
||||
container.Page(page =>
|
||||
{
|
||||
page.Size(PageSizes.Letter);
|
||||
page.Margin(0.75f, Unit.Inch);
|
||||
page.PageColor(Colors.White);
|
||||
page.DefaultTextStyle(x => x.FontSize(10).FontFamily("Arial"));
|
||||
|
||||
page.Header().Element(c => ComposePackingSlipHeader(c, companyLogo, companyInfo, accentColor, invoiceDto));
|
||||
page.Content().Element(c => ComposePackingSlipContent(c, invoiceDto, accentColor));
|
||||
page.Footer().AlignCenter().Text(text =>
|
||||
{
|
||||
text.Span("PACKING SLIP | ").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.Span(companyInfo.CompanyName).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.Span(" | Page ").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.CurrentPageNumber().FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.Span(" of ").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
text.TotalPages().FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
});
|
||||
});
|
||||
|
||||
return document.GeneratePdf();
|
||||
});
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Header for the packing slip: company branding left, "PACKING SLIP" title + invoice/date info right.
|
||||
/// </summary>
|
||||
private void ComposePackingSlipHeader(IContainer container, byte[]? companyLogo, CompanyInfoDto companyInfo, string accentColor, InvoiceDto invoice)
|
||||
{
|
||||
container.Column(col =>
|
||||
{
|
||||
col.Item().Row(row =>
|
||||
{
|
||||
row.RelativeItem().Column(column =>
|
||||
{
|
||||
if (companyLogo != null && companyLogo.Length > 0)
|
||||
column.Item().MaxHeight(60).Image(companyLogo);
|
||||
else
|
||||
column.Item().Text(companyInfo.CompanyName).FontSize(18).Bold().FontColor(accentColor);
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(companyInfo.Address))
|
||||
column.Item().Text(companyInfo.Address).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
var cityLine = $"{companyInfo.City}{(!string.IsNullOrEmpty(companyInfo.City) && !string.IsNullOrEmpty(companyInfo.State) ? ", " : "")}{companyInfo.State} {companyInfo.ZipCode}".Trim();
|
||||
if (!string.IsNullOrWhiteSpace(cityLine))
|
||||
column.Item().Text(cityLine).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
if (!string.IsNullOrWhiteSpace(companyInfo.Phone))
|
||||
column.Item().Text(FormatPhoneNumber(companyInfo.Phone)).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
if (!string.IsNullOrWhiteSpace(companyInfo.PrimaryContactEmail))
|
||||
column.Item().Text(companyInfo.PrimaryContactEmail).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
|
||||
row.RelativeItem().AlignRight().Column(column =>
|
||||
{
|
||||
column.Item().Text("PACKING SLIP").FontSize(26).Bold().FontColor(accentColor);
|
||||
column.Item().Text($"Invoice #: {invoice.InvoiceNumber}").FontSize(9).Bold();
|
||||
column.Item().Text($"Date: {invoice.InvoiceDate:MMMM d, yyyy}").FontSize(9);
|
||||
if (!string.IsNullOrWhiteSpace(invoice.JobNumber))
|
||||
column.Item().Text($"Job #: {invoice.JobNumber}").FontSize(9);
|
||||
});
|
||||
});
|
||||
|
||||
col.Item().PaddingVertical(4).LineHorizontal(1).LineColor(accentColor);
|
||||
});
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Body of the packing slip: customer info block, optional PO number, and an items table
|
||||
/// showing description, color, and quantity — no prices.
|
||||
/// </summary>
|
||||
private void ComposePackingSlipContent(IContainer container, InvoiceDto invoice, string accentColor)
|
||||
{
|
||||
container.Column(col =>
|
||||
{
|
||||
// Customer info
|
||||
col.Item().PaddingTop(12).Row(row =>
|
||||
{
|
||||
row.RelativeItem().Column(c =>
|
||||
{
|
||||
c.Item().Text("PREPARED FOR").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
|
||||
c.Item().Text(invoice.CustomerName).Bold();
|
||||
if (!string.IsNullOrWhiteSpace(invoice.CustomerAddress))
|
||||
c.Item().Text(invoice.CustomerAddress).FontSize(9);
|
||||
var cityLine = $"{invoice.CustomerCity}{(!string.IsNullOrEmpty(invoice.CustomerCity) && !string.IsNullOrEmpty(invoice.CustomerState) ? ", " : "")}{invoice.CustomerState} {invoice.CustomerZipCode}".Trim();
|
||||
if (!string.IsNullOrWhiteSpace(cityLine))
|
||||
c.Item().Text(cityLine).FontSize(9);
|
||||
if (!string.IsNullOrWhiteSpace(invoice.CustomerPhone))
|
||||
c.Item().Text(FormatPhoneNumber(invoice.CustomerPhone)).FontSize(9);
|
||||
});
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(invoice.CustomerPO))
|
||||
{
|
||||
row.ConstantItem(160).AlignRight().Column(c =>
|
||||
{
|
||||
c.Item().Text("PURCHASE ORDER").FontSize(8).Bold().FontColor(Colors.Grey.Darken1);
|
||||
c.Item().Text(invoice.CustomerPO).Bold();
|
||||
});
|
||||
}
|
||||
});
|
||||
|
||||
// Items table
|
||||
col.Item().PaddingTop(16).Table(table =>
|
||||
{
|
||||
table.ColumnsDefinition(cols =>
|
||||
{
|
||||
cols.RelativeColumn(5);
|
||||
cols.RelativeColumn(3);
|
||||
cols.RelativeColumn(1);
|
||||
});
|
||||
|
||||
table.Header(h =>
|
||||
{
|
||||
h.Cell().Background(accentColor).Padding(5).Text("Description").FontColor(Colors.White).Bold().FontSize(9);
|
||||
h.Cell().Background(accentColor).Padding(5).Text("Color / Finish").FontColor(Colors.White).Bold().FontSize(9);
|
||||
h.Cell().Background(accentColor).Padding(5).AlignCenter().Text("Qty").FontColor(Colors.White).Bold().FontSize(9);
|
||||
});
|
||||
|
||||
var rowAlt = false;
|
||||
foreach (var item in invoice.InvoiceItems.OrderBy(i => i.DisplayOrder))
|
||||
{
|
||||
var bg = rowAlt ? Colors.Grey.Lighten4 : Colors.White;
|
||||
table.Cell().Background(bg).Padding(5).Column(c =>
|
||||
{
|
||||
c.Item().Text(item.Description).FontSize(9);
|
||||
if (!string.IsNullOrWhiteSpace(item.Notes))
|
||||
c.Item().Text(item.Notes).FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
table.Cell().Background(bg).Padding(5).Text(item.ColorName ?? "—").FontSize(9);
|
||||
table.Cell().Background(bg).Padding(5).AlignCenter().Text(item.Quantity.ToString("G")).FontSize(9);
|
||||
rowAlt = !rowAlt;
|
||||
}
|
||||
});
|
||||
|
||||
// Notes (if any)
|
||||
if (!string.IsNullOrWhiteSpace(invoice.Notes))
|
||||
{
|
||||
col.Item().PaddingTop(16).Column(c =>
|
||||
{
|
||||
c.Item().Text("Notes").Bold().FontSize(9);
|
||||
c.Item().Text(invoice.Notes).FontSize(9).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
}
|
||||
|
||||
// Received by signature line
|
||||
col.Item().PaddingTop(32).Row(row =>
|
||||
{
|
||||
row.RelativeItem().Column(c =>
|
||||
{
|
||||
c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
|
||||
c.Item().PaddingTop(2).Text("Received by / Date").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
row.ConstantItem(24);
|
||||
row.RelativeItem().Column(c =>
|
||||
{
|
||||
c.Item().BorderBottom(1).BorderColor(Colors.Grey.Darken1).PaddingBottom(2).Text(string.Empty);
|
||||
c.Item().PaddingTop(2).Text("Condition noted").FontSize(8).FontColor(Colors.Grey.Darken1);
|
||||
});
|
||||
});
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
@@ -6,6 +6,20 @@ using Microsoft.Extensions.Logging;
|
||||
|
||||
namespace PowderCoating.Application.Services;
|
||||
|
||||
/// <summary>
|
||||
/// Orchestrates the full quote item assembly pipeline: pricing calculation, entity construction,
|
||||
/// AI prediction tracking, and automatic inventory record creation for incoming powder orders.
|
||||
///
|
||||
/// This service sits above <see cref="PricingCalculationService"/> — it knows HOW to build and
|
||||
/// persist quote entities, while PricingCalculationService knows HOW to compute dollar amounts.
|
||||
/// Keeping them separate means pricing logic can be unit-tested without any entity construction concerns.
|
||||
///
|
||||
/// Key responsibilities:
|
||||
/// - <see cref="ApplyPricingSnapshot"/> — stamps calculated totals onto the Quote entity so the
|
||||
/// displayed price is frozen at quote time and won't change if operating costs are updated later.
|
||||
/// - <see cref="CreateQuoteItemsAsync"/> — builds QuoteItem + coats + prep services for each DTO,
|
||||
/// records AI prediction overrides, and auto-creates incoming inventory records when needed.
|
||||
/// </summary>
|
||||
public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
@@ -25,6 +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
|
||||
@@ -219,12 +264,17 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
TransferEfficiency = coatDto.TransferEfficiency,
|
||||
PowderCostPerLb = coatDto.PowderCostPerLb,
|
||||
PowderToOrder = coatDto.PowderToOrder,
|
||||
NoExtraLayerCharge = coatDto.NoExtraLayerCharge,
|
||||
Notes = coatDto.Notes,
|
||||
CompanyId = companyId,
|
||||
CreatedAt = createdAtUtc
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Stamps the pricing result onto the quote item entity.
|
||||
/// Broken out as a separate method because it's called from multiple branches of ApplyPricingAsync.
|
||||
/// </summary>
|
||||
private static void ApplyCalculatedPricing(QuoteItem item, QuoteItemPricingResult pricing)
|
||||
{
|
||||
item.UnitPrice = pricing.UnitPrice;
|
||||
@@ -234,6 +284,13 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
item.ItemEquipmentCost = pricing.EquipmentCost;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Checks whether the user changed the AI's surface area or price estimates before saving,
|
||||
/// and sets <c>UserOverrodeEstimate = true</c> on the prediction record if they did.
|
||||
/// This flag feeds the AI analytics reports — over time it reveals how accurate the AI is
|
||||
/// and whether certain item types consistently need manual correction.
|
||||
/// A tolerance of $0.01 / 0.01 sqft is used to ignore floating-point rounding noise.
|
||||
/// </summary>
|
||||
private async Task UpdateAiPredictionOverrideAsync(CreateQuoteItemDto itemDto, decimal finalUnitPrice)
|
||||
{
|
||||
if (!itemDto.AiPredictionId.HasValue) return;
|
||||
@@ -247,6 +304,23 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
|
||||
prediction.UpdatedAt = DateTime.UtcNow;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Auto-creates an "incoming" <see cref="InventoryItem"/> when a user selects a powder from the
|
||||
/// platform catalog that doesn't yet exist in their company's inventory.
|
||||
///
|
||||
/// WHY this exists: shops often quote jobs using powders they haven't ordered yet. Rather than
|
||||
/// forcing the user to manually add the powder to inventory before quoting, we create an
|
||||
/// IsIncoming=true record on their behalf. The shop can then receive the actual order against
|
||||
/// this record later (updating quantity + receive date) without losing the link to the original quote.
|
||||
///
|
||||
/// The AI augmentation step (LookupByUrlAsync) fills in technical specs (cure temp/time, coverage,
|
||||
/// color families, etc.) that may be missing from the scraped catalog JSON. It is best-effort —
|
||||
/// if it fails, the item is still created with whatever data the catalog has.
|
||||
///
|
||||
/// After creation, <c>coatDto.PowderCostPerLb</c> is cleared so the pricing engine treats this
|
||||
/// as an inventory-linked coat (not a custom powder), ensuring future repricings use the
|
||||
/// inventory unit cost rather than the now-stale manual price from the quote form.
|
||||
/// </summary>
|
||||
private async Task<int?> CreateIncomingInventoryItemAsync(CreateQuoteItemCoatDto coatDto, int companyId)
|
||||
{
|
||||
try
|
||||
|
||||
@@ -95,6 +95,12 @@ public class Appointment : BaseEntity
|
||||
/// </summary>
|
||||
public int ReminderMinutesBefore { get; set; } = 30;
|
||||
|
||||
/// <summary>
|
||||
/// UTC timestamp when the reminder was dispatched. Null means it hasn't fired yet.
|
||||
/// The background service uses this as a deduplication guard to prevent double-sending.
|
||||
/// </summary>
|
||||
public DateTime? ReminderSentAt { get; set; }
|
||||
|
||||
// Navigation Properties
|
||||
public virtual Customer? Customer { get; set; }
|
||||
public virtual Job? Job { get; set; }
|
||||
|
||||
@@ -42,6 +42,13 @@ public class JobItemCoat : BaseEntity
|
||||
public string? PowderReceivedByUserId { get; set; }
|
||||
public decimal? PowderReceivedLbs { get; set; }
|
||||
|
||||
// Pricing flags
|
||||
/// <summary>
|
||||
/// When true, the additional layer labor charge is not applied for this coat even if it is
|
||||
/// not the first coat in the sequence. Used for clear coats, sealers, etc.
|
||||
/// </summary>
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
|
||||
// Notes
|
||||
public string? Notes { get; set; }
|
||||
|
||||
|
||||
@@ -33,6 +33,13 @@ public class QuoteItemCoat : BaseEntity
|
||||
public decimal CoatLaborCost { get; set; }
|
||||
public decimal CoatTotalCost { get; set; }
|
||||
|
||||
// Pricing flags
|
||||
/// <summary>
|
||||
/// When true, the additional layer labor charge is not applied for this coat even if it is
|
||||
/// not the first coat in the sequence. Used for clear coats, sealers, etc.
|
||||
/// </summary>
|
||||
public bool NoExtraLayerCharge { get; set; }
|
||||
|
||||
// Notes
|
||||
public string? Notes { get; set; }
|
||||
|
||||
|
||||
@@ -20,5 +20,7 @@ public enum NotificationType
|
||||
SmsInboundStop = 12,
|
||||
SmsInboundHelp = 13,
|
||||
AdminEmail = 14,
|
||||
SmsInboundStart = 15
|
||||
SmsInboundStart = 15,
|
||||
AppointmentReminder = 17,
|
||||
AppointmentReminderStaff = 18
|
||||
}
|
||||
|
||||
@@ -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;
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
+10633
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@@ -11,26 +11,20 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7851));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7856));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 3, 16, 15, 49, 58, 737, DateTimeKind.Utc).AddTicks(7858));
|
||||
// These UpdateData calls were generated from an existing live database.
|
||||
// On a fresh install the PricingTiers table and its seed rows may not exist yet
|
||||
// (seeding is manual via Platform Management → Seed Data), so guard each update.
|
||||
migrationBuilder.Sql(@"
|
||||
IF OBJECT_ID(N'[PricingTiers]', N'U') IS NOT NULL
|
||||
BEGIN
|
||||
IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 1)
|
||||
UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377851Z' WHERE [Id] = 1;
|
||||
IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 2)
|
||||
UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377856Z' WHERE [Id] = 2;
|
||||
IF EXISTS (SELECT 1 FROM [PricingTiers] WHERE [Id] = 3)
|
||||
UPDATE [PricingTiers] SET [CreatedAt] = '2026-03-16T15:49:58.7377858Z' WHERE [Id] = 3;
|
||||
END
|
||||
");
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
|
||||
Generated
+10633
File diff suppressed because it is too large
Load Diff
+217
@@ -0,0 +1,217 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddAppointmentReminderSentAt : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
// Use IF EXISTS guards for all ShopWorker drops — prod and dev diverged on whether
|
||||
// these objects exist, so unconditional drops would fail on whichever DB is missing them.
|
||||
migrationBuilder.Sql(@"
|
||||
IF EXISTS (SELECT 1 FROM sys.foreign_keys WHERE name = 'FK_Jobs_ShopWorkers_ShopWorkerId')
|
||||
ALTER TABLE [Jobs] DROP CONSTRAINT [FK_Jobs_ShopWorkers_ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.foreign_keys WHERE name = 'FK_JobTimeEntries_ShopWorkers_ShopWorkerId')
|
||||
ALTER TABLE [JobTimeEntries] DROP CONSTRAINT [FK_JobTimeEntries_ShopWorkers_ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.foreign_keys WHERE name = 'FK_MaintenanceRecords_ShopWorkers_ShopWorkerId')
|
||||
ALTER TABLE [MaintenanceRecords] DROP CONSTRAINT [FK_MaintenanceRecords_ShopWorkers_ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.tables WHERE name = 'ShopWorkerRoleCosts')
|
||||
DROP TABLE [ShopWorkerRoleCosts];
|
||||
IF EXISTS (SELECT 1 FROM sys.tables WHERE name = 'ShopWorkers')
|
||||
DROP TABLE [ShopWorkers];
|
||||
IF EXISTS (SELECT 1 FROM sys.indexes WHERE name = 'IX_MaintenanceRecords_ShopWorkerId' AND object_id = OBJECT_ID('MaintenanceRecords'))
|
||||
DROP INDEX [IX_MaintenanceRecords_ShopWorkerId] ON [MaintenanceRecords];
|
||||
IF EXISTS (SELECT 1 FROM sys.indexes WHERE name = 'IX_JobTimeEntries_ShopWorkerId' AND object_id = OBJECT_ID('JobTimeEntries'))
|
||||
DROP INDEX [IX_JobTimeEntries_ShopWorkerId] ON [JobTimeEntries];
|
||||
IF EXISTS (SELECT 1 FROM sys.indexes WHERE name = 'IX_Jobs_ShopWorkerId' AND object_id = OBJECT_ID('Jobs'))
|
||||
DROP INDEX [IX_Jobs_ShopWorkerId] ON [Jobs];
|
||||
IF EXISTS (SELECT 1 FROM sys.columns WHERE name = 'ShopWorkerId' AND object_id = OBJECT_ID('MaintenanceRecords'))
|
||||
ALTER TABLE [MaintenanceRecords] DROP COLUMN [ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.columns WHERE name = 'ShopWorkerId' AND object_id = OBJECT_ID('JobTimeEntries'))
|
||||
ALTER TABLE [JobTimeEntries] DROP COLUMN [ShopWorkerId];
|
||||
IF EXISTS (SELECT 1 FROM sys.columns WHERE name = 'ShopWorkerId' AND object_id = OBJECT_ID('Jobs'))
|
||||
ALTER TABLE [Jobs] DROP COLUMN [ShopWorkerId];
|
||||
");
|
||||
|
||||
migrationBuilder.AddColumn<DateTime>(
|
||||
name: "ReminderSentAt",
|
||||
table: "Appointments",
|
||||
type: "datetime2",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 12, 57, 355, DateTimeKind.Utc).AddTicks(2970));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 12, 57, 355, DateTimeKind.Utc).AddTicks(2976));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 12, 57, 355, DateTimeKind.Utc).AddTicks(2977));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "ReminderSentAt",
|
||||
table: "Appointments");
|
||||
|
||||
migrationBuilder.AddColumn<int>(
|
||||
name: "ShopWorkerId",
|
||||
table: "MaintenanceRecords",
|
||||
type: "int",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.AddColumn<int>(
|
||||
name: "ShopWorkerId",
|
||||
table: "JobTimeEntries",
|
||||
type: "int",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.AddColumn<int>(
|
||||
name: "ShopWorkerId",
|
||||
table: "Jobs",
|
||||
type: "int",
|
||||
nullable: true);
|
||||
|
||||
migrationBuilder.CreateTable(
|
||||
name: "ShopWorkerRoleCosts",
|
||||
columns: table => new
|
||||
{
|
||||
Id = table.Column<int>(type: "int", nullable: false)
|
||||
.Annotation("SqlServer:Identity", "1, 1"),
|
||||
CompanyId = table.Column<int>(type: "int", nullable: false),
|
||||
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
|
||||
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
HourlyRate = table.Column<decimal>(type: "decimal(18,2)", nullable: false),
|
||||
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
|
||||
Role = table.Column<int>(type: "int", nullable: false),
|
||||
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
|
||||
},
|
||||
constraints: table =>
|
||||
{
|
||||
table.PrimaryKey("PK_ShopWorkerRoleCosts", x => x.Id);
|
||||
});
|
||||
|
||||
migrationBuilder.CreateTable(
|
||||
name: "ShopWorkers",
|
||||
columns: table => new
|
||||
{
|
||||
Id = table.Column<int>(type: "int", nullable: false)
|
||||
.Annotation("SqlServer:Identity", "1, 1"),
|
||||
CompanyId = table.Column<int>(type: "int", nullable: false),
|
||||
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
|
||||
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
Email = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
IsActive = table.Column<bool>(type: "bit", nullable: false),
|
||||
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
|
||||
Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
|
||||
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
Phone = table.Column<string>(type: "nvarchar(max)", nullable: true),
|
||||
Role = table.Column<int>(type: "int", nullable: false),
|
||||
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
|
||||
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
|
||||
},
|
||||
constraints: table =>
|
||||
{
|
||||
table.PrimaryKey("PK_ShopWorkers", x => x.Id);
|
||||
table.ForeignKey(
|
||||
name: "FK_ShopWorkers_Companies_CompanyId",
|
||||
column: x => x.CompanyId,
|
||||
principalTable: "Companies",
|
||||
principalColumn: "Id",
|
||||
onDelete: ReferentialAction.Restrict);
|
||||
});
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138));
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_MaintenanceRecords_ShopWorkerId",
|
||||
table: "MaintenanceRecords",
|
||||
column: "ShopWorkerId");
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_JobTimeEntries_ShopWorkerId",
|
||||
table: "JobTimeEntries",
|
||||
column: "ShopWorkerId");
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_Jobs_ShopWorkerId",
|
||||
table: "Jobs",
|
||||
column: "ShopWorkerId");
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_ShopWorkerRoleCosts_CompanyId_Role",
|
||||
table: "ShopWorkerRoleCosts",
|
||||
columns: new[] { "CompanyId", "Role" },
|
||||
unique: true);
|
||||
|
||||
migrationBuilder.CreateIndex(
|
||||
name: "IX_ShopWorkers_CompanyId",
|
||||
table: "ShopWorkers",
|
||||
column: "CompanyId");
|
||||
|
||||
migrationBuilder.AddForeignKey(
|
||||
name: "FK_Jobs_ShopWorkers_ShopWorkerId",
|
||||
table: "Jobs",
|
||||
column: "ShopWorkerId",
|
||||
principalTable: "ShopWorkers",
|
||||
principalColumn: "Id");
|
||||
|
||||
migrationBuilder.AddForeignKey(
|
||||
name: "FK_JobTimeEntries_ShopWorkers_ShopWorkerId",
|
||||
table: "JobTimeEntries",
|
||||
column: "ShopWorkerId",
|
||||
principalTable: "ShopWorkers",
|
||||
principalColumn: "Id");
|
||||
|
||||
migrationBuilder.AddForeignKey(
|
||||
name: "FK_MaintenanceRecords_ShopWorkers_ShopWorkerId",
|
||||
table: "MaintenanceRecords",
|
||||
column: "ShopWorkerId",
|
||||
principalTable: "ShopWorkers",
|
||||
principalColumn: "Id");
|
||||
}
|
||||
}
|
||||
}
|
||||
Generated
+10639
File diff suppressed because it is too large
Load Diff
+83
@@ -0,0 +1,83 @@
|
||||
using System;
|
||||
using Microsoft.EntityFrameworkCore.Migrations;
|
||||
|
||||
#nullable disable
|
||||
|
||||
namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
/// <inheritdoc />
|
||||
public partial class AddNoExtraLayerChargeToCoats : Migration
|
||||
{
|
||||
/// <inheritdoc />
|
||||
protected override void Up(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.AddColumn<bool>(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "QuoteItemCoats",
|
||||
type: "bit",
|
||||
nullable: false,
|
||||
defaultValue: false);
|
||||
|
||||
migrationBuilder.AddColumn<bool>(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "JobItemCoats",
|
||||
type: "bit",
|
||||
nullable: false,
|
||||
defaultValue: false);
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5186));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5190));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5191));
|
||||
}
|
||||
|
||||
/// <inheritdoc />
|
||||
protected override void Down(MigrationBuilder migrationBuilder)
|
||||
{
|
||||
migrationBuilder.DropColumn(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "QuoteItemCoats");
|
||||
|
||||
migrationBuilder.DropColumn(
|
||||
name: "NoExtraLayerCharge",
|
||||
table: "JobItemCoats");
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 1,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 44, 18, 742, DateTimeKind.Utc).AddTicks(3960));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 2,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 44, 18, 742, DateTimeKind.Utc).AddTicks(3966));
|
||||
|
||||
migrationBuilder.UpdateData(
|
||||
table: "PricingTiers",
|
||||
keyColumn: "Id",
|
||||
keyValue: 3,
|
||||
column: "CreatedAt",
|
||||
value: new DateTime(2026, 5, 19, 15, 44, 18, 742, DateTimeKind.Utc).AddTicks(3967));
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -716,6 +716,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<int>("ReminderMinutesBefore")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime?>("ReminderSentAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<DateTime>("ScheduledEndTime")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
@@ -4252,9 +4255,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<decimal>("ShopSuppliesPercent")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<int?>("ShopWorkerId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<string>("SpecialInstructions")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -4296,8 +4296,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.HasIndex("ScheduledDate");
|
||||
|
||||
b.HasIndex("ShopWorkerId");
|
||||
|
||||
b.HasIndex("CompanyId", "CustomerId")
|
||||
.HasDatabaseName("IX_Jobs_CompanyId_CustomerId");
|
||||
|
||||
@@ -4620,6 +4618,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<int>("JobItemId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<bool>("NoExtraLayerCharge")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -5439,9 +5440,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<int?>("ShopWorkerId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<string>("Stage")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -5464,8 +5462,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.HasIndex("JobId");
|
||||
|
||||
b.HasIndex("ShopWorkerId");
|
||||
|
||||
b.ToTable("JobTimeEntries");
|
||||
});
|
||||
|
||||
@@ -5789,9 +5785,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<DateTime>("ScheduledDate")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<int?>("ShopWorkerId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<int>("Status")
|
||||
.HasColumnType("int");
|
||||
|
||||
@@ -5822,8 +5815,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.HasIndex("ScheduledDate");
|
||||
|
||||
b.HasIndex("ShopWorkerId");
|
||||
|
||||
b.HasIndex("Status");
|
||||
|
||||
b.HasIndex("CompanyId", "ScheduledDate")
|
||||
@@ -6720,7 +6711,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 1,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3131),
|
||||
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5186),
|
||||
Description = "Standard pricing for regular customers",
|
||||
DiscountPercent = 0m,
|
||||
IsActive = true,
|
||||
@@ -6731,7 +6722,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 2,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3137),
|
||||
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5190),
|
||||
Description = "5% discount for preferred customers",
|
||||
DiscountPercent = 5m,
|
||||
IsActive = true,
|
||||
@@ -6742,7 +6733,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
{
|
||||
Id = 3,
|
||||
CompanyId = 0,
|
||||
CreatedAt = new DateTime(2026, 5, 15, 23, 44, 10, 471, DateTimeKind.Utc).AddTicks(3138),
|
||||
CreatedAt = new DateTime(2026, 5, 19, 19, 26, 9, 226, DateTimeKind.Utc).AddTicks(5191),
|
||||
Description = "10% discount for premium customers",
|
||||
DiscountPercent = 10m,
|
||||
IsActive = true,
|
||||
@@ -7417,6 +7408,9 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<bool>("NoExtraLayerCharge")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
@@ -8019,111 +8013,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.ToTable("ReworkRecords");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorker", b =>
|
||||
{
|
||||
b.Property<int>("Id")
|
||||
.ValueGeneratedOnAdd()
|
||||
.HasColumnType("int");
|
||||
|
||||
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
|
||||
|
||||
b.Property<int>("CompanyId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime>("CreatedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("CreatedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<DateTime?>("DeletedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("DeletedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<string>("Email")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<bool>("IsActive")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<string>("Name")
|
||||
.IsRequired()
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<string>("Notes")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<string>("Phone")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<int>("Role")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime?>("UpdatedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("UpdatedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.HasKey("Id");
|
||||
|
||||
b.HasIndex("CompanyId");
|
||||
|
||||
b.ToTable("ShopWorkers");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorkerRoleCost", b =>
|
||||
{
|
||||
b.Property<int>("Id")
|
||||
.ValueGeneratedOnAdd()
|
||||
.HasColumnType("int");
|
||||
|
||||
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
|
||||
|
||||
b.Property<int>("CompanyId")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime>("CreatedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("CreatedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<DateTime?>("DeletedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("DeletedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.Property<decimal>("HourlyRate")
|
||||
.HasColumnType("decimal(18,2)");
|
||||
|
||||
b.Property<bool>("IsDeleted")
|
||||
.HasColumnType("bit");
|
||||
|
||||
b.Property<int>("Role")
|
||||
.HasColumnType("int");
|
||||
|
||||
b.Property<DateTime?>("UpdatedAt")
|
||||
.HasColumnType("datetime2");
|
||||
|
||||
b.Property<string>("UpdatedBy")
|
||||
.HasColumnType("nvarchar(max)");
|
||||
|
||||
b.HasKey("Id");
|
||||
|
||||
b.HasIndex("CompanyId", "Role")
|
||||
.IsUnique()
|
||||
.HasDatabaseName("IX_ShopWorkerRoleCosts_CompanyId_Role");
|
||||
|
||||
b.ToTable("ShopWorkerRoleCosts");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.StripeWebhookEvent", b =>
|
||||
{
|
||||
b.Property<long>("Id")
|
||||
@@ -9541,10 +9430,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
.HasForeignKey("PowderCoating.Core.Entities.Job", "QuoteId")
|
||||
.OnDelete(DeleteBehavior.SetNull);
|
||||
|
||||
b.HasOne("PowderCoating.Core.Entities.ShopWorker", null)
|
||||
.WithMany("AssignedJobs")
|
||||
.HasForeignKey("ShopWorkerId");
|
||||
|
||||
b.Navigation("AssignedUser");
|
||||
|
||||
b.Navigation("Customer");
|
||||
@@ -9847,13 +9732,7 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
.OnDelete(DeleteBehavior.Cascade)
|
||||
.IsRequired();
|
||||
|
||||
b.HasOne("PowderCoating.Core.Entities.ShopWorker", "Worker")
|
||||
.WithMany("TimeEntries")
|
||||
.HasForeignKey("ShopWorkerId");
|
||||
|
||||
b.Navigation("Job");
|
||||
|
||||
b.Navigation("Worker");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.JournalEntry", b =>
|
||||
@@ -9924,10 +9803,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
.WithMany()
|
||||
.HasForeignKey("RecurrenceParentId");
|
||||
|
||||
b.HasOne("PowderCoating.Core.Entities.ShopWorker", null)
|
||||
.WithMany("AssignedMaintenanceTasks")
|
||||
.HasForeignKey("ShopWorkerId");
|
||||
|
||||
b.Navigation("AssignedUser");
|
||||
|
||||
b.Navigation("Equipment");
|
||||
@@ -10411,15 +10286,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Navigation("ReworkJob");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorker", b =>
|
||||
{
|
||||
b.HasOne("PowderCoating.Core.Entities.Company", null)
|
||||
.WithMany("ShopWorkers")
|
||||
.HasForeignKey("CompanyId")
|
||||
.OnDelete(DeleteBehavior.Restrict)
|
||||
.IsRequired();
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.Vendor", b =>
|
||||
{
|
||||
b.HasOne("PowderCoating.Core.Entities.Company", null)
|
||||
@@ -10582,8 +10448,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
|
||||
b.Navigation("Quotes");
|
||||
|
||||
b.Navigation("ShopWorkers");
|
||||
|
||||
b.Navigation("Users");
|
||||
|
||||
b.Navigation("Vendors");
|
||||
@@ -10749,15 +10613,6 @@ namespace PowderCoating.Infrastructure.Migrations
|
||||
b.Navigation("Quotes");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.ShopWorker", b =>
|
||||
{
|
||||
b.Navigation("AssignedJobs");
|
||||
|
||||
b.Navigation("AssignedMaintenanceTasks");
|
||||
|
||||
b.Navigation("TimeEntries");
|
||||
});
|
||||
|
||||
modelBuilder.Entity("PowderCoating.Core.Entities.Vendor", b =>
|
||||
{
|
||||
b.Navigation("BillPayments");
|
||||
|
||||
@@ -1152,6 +1152,156 @@ public class NotificationService : INotificationService
|
||||
};
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Sends appointment reminder emails when an appointment's reminder window opens.
|
||||
/// Two emails are dispatched independently:
|
||||
/// <list type="bullet">
|
||||
/// <item>Customer email — sent when a customer is linked, has an email address, and has
|
||||
/// email notifications enabled (<see cref="Customer.NotifyByEmail"/>).</item>
|
||||
/// <item>Staff email — sent to <see cref="BaseEntity.CreatedBy"/> (the user who created
|
||||
/// the appointment). This fires regardless of whether a customer is linked.</item>
|
||||
/// </list>
|
||||
/// Called exclusively by
|
||||
/// <see cref="PowderCoating.Web.BackgroundServices.AppointmentReminderBackgroundService"/>
|
||||
/// after it stamps <c>ReminderSentAt</c> — the caller owns deduplication.
|
||||
/// </summary>
|
||||
public async Task NotifyAppointmentReminderAsync(Appointment appointment)
|
||||
{
|
||||
try
|
||||
{
|
||||
var (companyName, company) = await GetCompanyAsync(appointment.CompanyId);
|
||||
var (replyToEmail, replyToName) = await GetEmailFromAsync(appointment.CompanyId);
|
||||
var baseUrl = await GetBaseUrlAsync();
|
||||
|
||||
var locationLine = !string.IsNullOrWhiteSpace(appointment.Location)
|
||||
? $"<br/><strong>Location:</strong> {WebUtility.HtmlEncode(appointment.Location)}"
|
||||
: string.Empty;
|
||||
|
||||
var appointmentDate = appointment.ScheduledStartTime.ToString("dddd, MMMM d, yyyy");
|
||||
var appointmentTime = appointment.IsAllDay
|
||||
? "All Day"
|
||||
: appointment.ScheduledStartTime.ToString("h:mm tt");
|
||||
var defaultSubject = $"Appointment Reminder — {appointment.Title} on {appointment.ScheduledStartTime:MMMM d, yyyy}";
|
||||
|
||||
// ── Customer email ────────────────────────────────────────────────
|
||||
if (appointment.CustomerId != null)
|
||||
{
|
||||
var customer = appointment.Customer
|
||||
?? await _context.Customers.FindAsync(appointment.CustomerId.Value);
|
||||
|
||||
if (customer != null)
|
||||
{
|
||||
var customerName = GetCustomerDisplayName(customer);
|
||||
var reminderEmails = ParseEmailList(customer.Email);
|
||||
|
||||
if (!customer.NotifyByEmail || reminderEmails.Count == 0)
|
||||
{
|
||||
if (reminderEmails.Count > 0)
|
||||
{
|
||||
await WriteLog(SkippedLog(NotificationChannel.Email, NotificationType.AppointmentReminder,
|
||||
customerName, string.Join(", ", reminderEmails), appointment.CompanyId,
|
||||
customerId: customer.Id));
|
||||
}
|
||||
}
|
||||
else
|
||||
{
|
||||
var customerValues = new Dictionary<string, string>
|
||||
{
|
||||
["companyName"] = companyName,
|
||||
["customerName"] = customerName,
|
||||
["appointmentTitle"] = appointment.Title,
|
||||
["appointmentDate"] = appointmentDate,
|
||||
["appointmentTime"] = appointmentTime,
|
||||
["locationLine"] = locationLine
|
||||
};
|
||||
|
||||
var (custSubject, custHtml) = await GetRenderedEmailAsync(
|
||||
appointment.CompanyId, NotificationType.AppointmentReminder, customerValues, defaultSubject);
|
||||
|
||||
var custFullHtml = AppendUnsubscribeFooterHtml(custHtml, customer.UnsubscribeToken, company, baseUrl);
|
||||
var custPlainText = StripHtml(custFullHtml);
|
||||
|
||||
var (custOk, custErr, custLog) = await SendToEmailListAsync(
|
||||
customer.Email, customerName, custSubject, custPlainText, custFullHtml,
|
||||
replyToEmail: replyToEmail, replyToName: replyToName);
|
||||
|
||||
await WriteLog(new NotificationLog
|
||||
{
|
||||
Channel = NotificationChannel.Email,
|
||||
NotificationType = NotificationType.AppointmentReminder,
|
||||
Status = custOk ? NotificationStatus.Sent : NotificationStatus.Failed,
|
||||
RecipientName = customerName,
|
||||
Recipient = custLog,
|
||||
Subject = custSubject,
|
||||
Message = custPlainText,
|
||||
ErrorMessage = custErr,
|
||||
SentAt = DateTime.UtcNow,
|
||||
CustomerId = customer.Id,
|
||||
CompanyId = appointment.CompanyId
|
||||
});
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// ── Staff email ───────────────────────────────────────────────────
|
||||
// Send to whoever created the appointment so they get an out-of-app reminder.
|
||||
if (!string.IsNullOrWhiteSpace(appointment.CreatedBy))
|
||||
{
|
||||
// Look up the user's display name from Identity if available.
|
||||
var staffUser = await _context.Users
|
||||
.FirstOrDefaultAsync(u => u.Email == appointment.CreatedBy);
|
||||
var staffName = !string.IsNullOrWhiteSpace(staffUser?.FullName)
|
||||
? staffUser.FullName
|
||||
: appointment.CreatedBy;
|
||||
|
||||
// Include a customer line only when a customer is linked.
|
||||
var customerLine = appointment.Customer != null
|
||||
? $"<br/><strong>Customer:</strong> {WebUtility.HtmlEncode(GetCustomerDisplayName(appointment.Customer))}"
|
||||
: string.Empty;
|
||||
|
||||
var staffValues = new Dictionary<string, string>
|
||||
{
|
||||
["companyName"] = companyName,
|
||||
["staffName"] = staffName,
|
||||
["appointmentTitle"] = appointment.Title,
|
||||
["appointmentDate"] = appointmentDate,
|
||||
["appointmentTime"] = appointmentTime,
|
||||
["customerLine"] = customerLine,
|
||||
["locationLine"] = locationLine
|
||||
};
|
||||
|
||||
var staffDefaultSubject = $"[Reminder] {appointment.Title} — {appointment.ScheduledStartTime:MMMM d, yyyy 'at' h:mm tt}";
|
||||
|
||||
var (staffSubject, staffHtml) = await GetRenderedEmailAsync(
|
||||
appointment.CompanyId, NotificationType.AppointmentReminderStaff, staffValues, staffDefaultSubject);
|
||||
|
||||
var staffPlainText = StripHtml(staffHtml);
|
||||
|
||||
var (staffOk, staffErr, staffLog) = await SendToEmailListAsync(
|
||||
appointment.CreatedBy, staffName, staffSubject, staffPlainText, staffHtml,
|
||||
replyToEmail: replyToEmail, replyToName: replyToName);
|
||||
|
||||
await WriteLog(new NotificationLog
|
||||
{
|
||||
Channel = NotificationChannel.Email,
|
||||
NotificationType = NotificationType.AppointmentReminderStaff,
|
||||
Status = staffOk ? NotificationStatus.Sent : NotificationStatus.Failed,
|
||||
RecipientName = staffName,
|
||||
Recipient = staffLog,
|
||||
Subject = staffSubject,
|
||||
Message = staffPlainText,
|
||||
ErrorMessage = staffErr,
|
||||
SentAt = DateTime.UtcNow,
|
||||
CompanyId = appointment.CompanyId
|
||||
});
|
||||
}
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "NotifyAppointmentReminderAsync failed for appointment {AppointmentId}", appointment.Id);
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// Fallback default templates (used when company has no DB template)
|
||||
// -----------------------------------------------------------------------
|
||||
@@ -1217,6 +1367,14 @@ public class NotificationService : INotificationService
|
||||
"Payment Reminder — Invoice {{invoiceNumber}} ({{daysOverdue}} days overdue)",
|
||||
"<p>Dear {{customerName}},</p><p>This is a friendly reminder that invoice <strong>{{invoiceNumber}}</strong> for <strong>{{invoiceTotal}}</strong> was due on <strong>{{dueDate}}</strong> and is now <strong>{{daysOverdue}} days overdue</strong>.</p><p>Outstanding balance: <strong>{{balanceDue}}</strong></p><p>Please arrange payment at your earliest convenience. If you have already sent payment, please disregard this notice.</p><p>Thank you for your business with {{companyName}}.</p>"
|
||||
),
|
||||
[(NotificationType.AppointmentReminder, NotificationChannel.Email)] = (
|
||||
"Appointment Reminder — {{appointmentTitle}} on {{appointmentDate}}",
|
||||
"<p>Dear {{customerName}},</p><p>This is a reminder that you have an upcoming appointment with <strong>{{companyName}}</strong>.</p><p><strong>Appointment:</strong> {{appointmentTitle}}<br/><strong>Date & Time:</strong> {{appointmentDate}} at {{appointmentTime}}{{locationLine}}</p><p>If you have any questions or need to reschedule, please contact us at your earliest convenience.</p><p>Thank you for choosing {{companyName}}.</p>"
|
||||
),
|
||||
[(NotificationType.AppointmentReminderStaff, NotificationChannel.Email)] = (
|
||||
"[Reminder] {{appointmentTitle}} — {{appointmentDate}}",
|
||||
"<p>Hi {{staffName}},</p><p>This is a reminder that you have an upcoming appointment.</p><p><strong>Appointment:</strong> {{appointmentTitle}}<br/><strong>Date & Time:</strong> {{appointmentDate}} at {{appointmentTime}}{{customerLine}}{{locationLine}}</p><p>— {{companyName}}</p>"
|
||||
),
|
||||
};
|
||||
|
||||
public static (string? Subject, string Body)? Get(NotificationType type, NotificationChannel channel)
|
||||
|
||||
@@ -162,7 +162,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
decimal invoiceTotal,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string invoiceNumber,
|
||||
int invoiceId)
|
||||
{
|
||||
@@ -175,7 +174,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
{
|
||||
Amount = amountInCents,
|
||||
Currency = currency.ToLower(),
|
||||
ReceiptEmail = customerEmail,
|
||||
Description = $"Invoice {invoiceNumber}",
|
||||
Metadata = new Dictionary<string, string>
|
||||
{
|
||||
@@ -215,7 +213,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
decimal depositAmount,
|
||||
decimal surchargeAmount,
|
||||
string currency,
|
||||
string customerEmail,
|
||||
string quoteNumber,
|
||||
int quoteId)
|
||||
{
|
||||
@@ -228,7 +225,6 @@ public class StripeConnectService : IStripeConnectService
|
||||
{
|
||||
Amount = amountInCents,
|
||||
Currency = currency.ToLower(),
|
||||
ReceiptEmail = customerEmail,
|
||||
Description = $"Deposit for quote {quoteNumber}",
|
||||
Metadata = new Dictionary<string, string>
|
||||
{
|
||||
|
||||
@@ -0,0 +1,162 @@
|
||||
using Microsoft.EntityFrameworkCore;
|
||||
using Microsoft.Extensions.DependencyInjection;
|
||||
using Microsoft.Extensions.Hosting;
|
||||
using Microsoft.Extensions.Logging;
|
||||
using PowderCoating.Application.Interfaces;
|
||||
using PowderCoating.Infrastructure.Data;
|
||||
|
||||
namespace PowderCoating.Web.BackgroundServices;
|
||||
|
||||
/// <summary>
|
||||
/// Polls every 60 seconds for appointments whose reminder window has opened and dispatches
|
||||
/// an email to the linked customer plus an in-app bell notification to company staff.
|
||||
///
|
||||
/// Deduplication strategy: after selecting candidates the service immediately stamps
|
||||
/// <c>ReminderSentAt</c> on each appointment and saves before calling the notification
|
||||
/// methods. This prevents a second loop iteration from re-sending if notifications are slow
|
||||
/// or the application restarts mid-batch. A 24-hour lookback window caps the query so that
|
||||
/// appointments that slipped through (e.g., server downtime) are silently skipped rather
|
||||
/// than sending a stale reminder.
|
||||
/// </summary>
|
||||
public class AppointmentReminderBackgroundService : BackgroundService
|
||||
{
|
||||
private readonly IServiceScopeFactory _scopeFactory;
|
||||
private readonly ILogger<AppointmentReminderBackgroundService> _logger;
|
||||
|
||||
private static readonly TimeSpan PollingInterval = TimeSpan.FromMinutes(1);
|
||||
|
||||
/// <summary>
|
||||
/// Appointments whose scheduled start is more than this far in the past are ignored even
|
||||
/// if their reminder was never sent (server was down, etc.). We do not want to blast a
|
||||
/// customer with a "your appointment is in 30 minutes" email hours after it was due.
|
||||
/// </summary>
|
||||
private static readonly TimeSpan MaxLookback = TimeSpan.FromHours(24);
|
||||
|
||||
public AppointmentReminderBackgroundService(
|
||||
IServiceScopeFactory scopeFactory,
|
||||
ILogger<AppointmentReminderBackgroundService> logger)
|
||||
{
|
||||
_scopeFactory = scopeFactory;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Long-running loop that wakes every <see cref="PollingInterval"/> (60 s) and calls
|
||||
/// <see cref="RunAsync"/>. Uses <see cref="Task.Delay"/> with the cancellation token so
|
||||
/// the service shuts down promptly when the application stops.
|
||||
/// </summary>
|
||||
protected override async Task ExecuteAsync(CancellationToken stoppingToken)
|
||||
{
|
||||
_logger.LogInformation("AppointmentReminderBackgroundService started.");
|
||||
|
||||
while (!stoppingToken.IsCancellationRequested)
|
||||
{
|
||||
try
|
||||
{
|
||||
await Task.Delay(PollingInterval, stoppingToken);
|
||||
}
|
||||
catch (OperationCanceledException)
|
||||
{
|
||||
break;
|
||||
}
|
||||
|
||||
if (stoppingToken.IsCancellationRequested) break;
|
||||
|
||||
await RunAsync(stoppingToken);
|
||||
}
|
||||
|
||||
_logger.LogInformation("AppointmentReminderBackgroundService stopped.");
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// One poll iteration: find all appointments whose reminder window has opened, stamp them,
|
||||
/// then dispatch email + in-app notifications. A fresh DI scope is created per poll so that
|
||||
/// the DbContext change tracker is clean each time.
|
||||
/// </summary>
|
||||
private async Task RunAsync(CancellationToken ct)
|
||||
{
|
||||
try
|
||||
{
|
||||
using var scope = _scopeFactory.CreateScope();
|
||||
var db = scope.ServiceProvider.GetRequiredService<ApplicationDbContext>();
|
||||
var notificationService = scope.ServiceProvider.GetRequiredService<INotificationService>();
|
||||
var inAppService = scope.ServiceProvider.GetRequiredService<IInAppNotificationService>();
|
||||
|
||||
// ScheduledStartTime is stored as server-local time (no UTC conversion on form submit),
|
||||
// so compare against DateTime.Now rather than UtcNow to avoid a 4-hour EDT offset.
|
||||
var now = DateTime.Now;
|
||||
var lookback = now - MaxLookback;
|
||||
|
||||
// Find appointments where:
|
||||
// - Reminder is enabled and has not been sent yet
|
||||
// - The reminder window has opened: ScheduledStartTime - ReminderMinutesBefore <= now
|
||||
// - The appointment hasn't been sitting unprocessed for more than MaxLookback
|
||||
// - The appointment status is not terminal (not cancelled, completed, no-show, etc.)
|
||||
// IgnoreQueryFilters bypasses the tenant filter — no HTTP context in a background service.
|
||||
var candidates = await db.Appointments
|
||||
.IgnoreQueryFilters()
|
||||
.Include(a => a.Customer)
|
||||
.Include(a => a.AppointmentStatus)
|
||||
.Where(a =>
|
||||
!a.IsDeleted &&
|
||||
a.IsReminderEnabled &&
|
||||
a.ReminderSentAt == null &&
|
||||
a.ScheduledStartTime > lookback &&
|
||||
EF.Functions.DateDiffMinute(now, a.ScheduledStartTime) <= a.ReminderMinutesBefore &&
|
||||
!a.AppointmentStatus.IsTerminalStatus)
|
||||
.ToListAsync(ct);
|
||||
|
||||
if (candidates.Count == 0) return;
|
||||
|
||||
_logger.LogInformation(
|
||||
"AppointmentReminderBackgroundService: {Count} appointment reminder(s) to dispatch.",
|
||||
candidates.Count);
|
||||
|
||||
// Stamp ReminderSentAt before sending — prevents a restart from re-sending.
|
||||
var stampedAt = now;
|
||||
foreach (var appt in candidates)
|
||||
appt.ReminderSentAt = stampedAt;
|
||||
|
||||
await db.SaveChangesAsync(ct);
|
||||
|
||||
// Now send notifications. Failures here don't roll back the stamp because we'd
|
||||
// rather skip one reminder than spam a customer on every restart.
|
||||
foreach (var appt in candidates)
|
||||
{
|
||||
if (ct.IsCancellationRequested) break;
|
||||
|
||||
try
|
||||
{
|
||||
// Email to linked customer (no-ops internally if customer has opted out)
|
||||
await notificationService.NotifyAppointmentReminderAsync(appt);
|
||||
|
||||
// In-app bell notification for company staff
|
||||
var when = appt.IsAllDay
|
||||
? appt.ScheduledStartTime.ToString("MMMM d, yyyy")
|
||||
: appt.ScheduledStartTime.ToString("MMMM d, yyyy 'at' h:mm tt");
|
||||
|
||||
await inAppService.CreateAsync(
|
||||
companyId: appt.CompanyId,
|
||||
title: $"Appointment Reminder: {appt.Title}",
|
||||
message: $"{appt.AppointmentNumber} is scheduled for {when}.",
|
||||
notificationType: "AppointmentReminder",
|
||||
link: $"/Appointments/Details/{appt.Id}",
|
||||
customerId: appt.CustomerId);
|
||||
|
||||
_logger.LogInformation(
|
||||
"Reminder dispatched for appointment {AppointmentNumber} (id {Id}, company {CompanyId}).",
|
||||
appt.AppointmentNumber, appt.Id, appt.CompanyId);
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex,
|
||||
"Failed to dispatch reminder for appointment {AppointmentId}.", appt.Id);
|
||||
}
|
||||
}
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "AppointmentReminderBackgroundService poll failed.");
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -60,10 +60,11 @@ public class AccountingExportController : Controller
|
||||
{
|
||||
var start = startDate.Date;
|
||||
var end = endDate.Date.AddDays(1).AddTicks(-1);
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// ── Load data ─────────────────────────────────────────────────────────
|
||||
var invoices = (await _unitOfWork.Invoices.FindAsync(
|
||||
i => i.InvoiceDate >= start && i.InvoiceDate <= end,
|
||||
i => i.CompanyId == companyId && i.InvoiceDate >= start && i.InvoiceDate <= end,
|
||||
false,
|
||||
i => i.InvoiceItems,
|
||||
i => i.Payments,
|
||||
@@ -72,7 +73,7 @@ public class AccountingExportController : Controller
|
||||
.ToList();
|
||||
|
||||
var expenses = (await _unitOfWork.Expenses.FindAsync(
|
||||
e => e.Date >= start && e.Date <= end,
|
||||
e => e.CompanyId == companyId && e.Date >= start && e.Date <= end,
|
||||
false,
|
||||
e => e.Vendor,
|
||||
e => e.ExpenseAccount,
|
||||
@@ -82,7 +83,7 @@ public class AccountingExportController : Controller
|
||||
|
||||
var bills = await _unitOfWork.Bills.GetForDateRangeAsync(start, end);
|
||||
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync())
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId))
|
||||
.OrderBy(c => c.CompanyName ?? c.ContactFirstName)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -381,9 +381,15 @@ public class AppointmentsController : Controller
|
||||
return View(dto);
|
||||
}
|
||||
|
||||
// Map changes
|
||||
// Map changes — capture old start before overwrite so we can detect a reschedule.
|
||||
var previousStart = appointment.ScheduledStartTime;
|
||||
_mapper.Map(dto, appointment);
|
||||
|
||||
// If the appointment was rescheduled, clear the reminder stamp so the background
|
||||
// service will fire again at the new time.
|
||||
if (appointment.ScheduledStartTime != previousStart)
|
||||
appointment.ReminderSentAt = null;
|
||||
|
||||
// Update
|
||||
await _unitOfWork.Appointments.UpdateAsync(appointment);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
@@ -486,9 +492,12 @@ public class AppointmentsController : Controller
|
||||
try
|
||||
{
|
||||
var events = new List<CalendarEventDto>();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// 1. Fetch appointments in date range
|
||||
var allAppointments = await _unitOfWork.Appointments.GetAllAsync(false,
|
||||
var allAppointments = await _unitOfWork.Appointments.FindAsync(
|
||||
a => a.CompanyId == companyId,
|
||||
false,
|
||||
a => a.Customer,
|
||||
a => a.AppointmentType,
|
||||
a => a.AppointmentStatus);
|
||||
@@ -501,7 +510,9 @@ public class AppointmentsController : Controller
|
||||
events.AddRange(appointmentEvents);
|
||||
|
||||
// 2. Fetch maintenance records in date range
|
||||
var allMaintenanceRecords = await _unitOfWork.MaintenanceRecords.GetAllAsync(false,
|
||||
var allMaintenanceRecords = await _unitOfWork.MaintenanceRecords.FindAsync(
|
||||
m => m.CompanyId == companyId,
|
||||
false,
|
||||
m => m.Equipment);
|
||||
|
||||
var maintenanceRecords = allMaintenanceRecords
|
||||
@@ -539,7 +550,9 @@ public class AppointmentsController : Controller
|
||||
}
|
||||
|
||||
// 3. Fetch jobs and add as all-day events
|
||||
var allJobs = await _unitOfWork.Jobs.GetAllAsync(false,
|
||||
var allJobs = await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.CompanyId == companyId,
|
||||
false,
|
||||
j => j.Customer,
|
||||
j => j.JobStatus);
|
||||
|
||||
@@ -718,6 +731,8 @@ public class AppointmentsController : Controller
|
||||
var duration = appointment.ScheduledEndTime - appointment.ScheduledStartTime;
|
||||
appointment.ScheduledStartTime = start;
|
||||
appointment.ScheduledEndTime = end;
|
||||
// Drag-drop always changes the time — reset so the reminder fires at the new time.
|
||||
appointment.ReminderSentAt = null;
|
||||
|
||||
await _unitOfWork.Appointments.UpdateAsync(appointment);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
@@ -746,13 +761,16 @@ public class AppointmentsController : Controller
|
||||
try
|
||||
{
|
||||
var terminalCodes = new[] { AppConstants.StatusCodes.Job.Completed, AppConstants.StatusCodes.Job.Delivered, AppConstants.StatusCodes.Job.Cancelled };
|
||||
var allJobs = await _unitOfWork.Jobs.GetAllAsync(false,
|
||||
var calCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allJobs = await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.CompanyId == calCompanyId,
|
||||
false,
|
||||
j => j.Customer, j => j.JobStatus, j => j.JobItems);
|
||||
|
||||
// Load coats separately — filter by JobItemId using already-loaded item IDs
|
||||
var jobItemIds = allJobs.SelectMany(j => j.JobItems.Select(i => i.Id)).ToList();
|
||||
var allCoats = await _unitOfWork.JobItemCoats.FindAsync(
|
||||
c => jobItemIds.Contains(c.JobItemId));
|
||||
c => jobItemIds.Contains(c.JobItemId) && c.CompanyId == calCompanyId);
|
||||
|
||||
var coatsByItemId = allCoats
|
||||
.Where(c => !c.IsDeleted)
|
||||
@@ -891,7 +909,9 @@ public class AppointmentsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateCreateDropdowns()
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
var customerList = customers.Select(c => new
|
||||
{
|
||||
c.Id,
|
||||
@@ -903,19 +923,16 @@ public class AppointmentsController : Controller
|
||||
.ToList();
|
||||
ViewBag.Customers = new SelectList(customerList, "Id", "DisplayName");
|
||||
|
||||
// Use cached appointment types
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var types = await _lookupCache.GetAppointmentTypeLookupsAsync(companyId);
|
||||
ViewBag.AppointmentTypes = new SelectList(types.Where(t => t.IsActive).OrderBy(t => t.DisplayOrder), "Id", "DisplayName");
|
||||
|
||||
var companyIdForWorkers = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var workers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyIdForWorkers && u.IsActive && u.CompanyRole != null)
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
.ToListAsync();
|
||||
ViewBag.Workers = new SelectList(workers.Select(u => new { u.Id, FullName = u.FullName }), "Id", "FullName");
|
||||
|
||||
var jobs = await _unitOfWork.Jobs.GetAllAsync();
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId);
|
||||
ViewBag.Jobs = new SelectList(jobs.OrderBy(j => j.JobNumber), "Id", "JobNumber");
|
||||
}
|
||||
|
||||
|
||||
@@ -27,15 +27,18 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<CatalogCategoriesController> _logger;
|
||||
|
||||
public CatalogCategoriesController(
|
||||
IUnitOfWork unitOfWork,
|
||||
IMapper mapper,
|
||||
ITenantContext tenantContext,
|
||||
ILogger<CatalogCategoriesController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -52,8 +55,9 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var indexCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.CatalogCategories
|
||||
.GetAllAsync(false,
|
||||
.FindAsync(c => c.CompanyId == indexCompanyId, false,
|
||||
c => c.ParentCategory,
|
||||
c => c.SubCategories,
|
||||
c => c.Items);
|
||||
@@ -164,7 +168,8 @@ namespace PowderCoating.Web.Controllers
|
||||
if (ModelState.IsValid)
|
||||
{
|
||||
// Check for duplicate category name under the same parent (case-insensitive)
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == companyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Name.Equals(dto.Name.Trim(), StringComparison.OrdinalIgnoreCase) &&
|
||||
c.ParentCategoryId == dto.ParentCategoryId);
|
||||
@@ -272,7 +277,8 @@ namespace PowderCoating.Web.Controllers
|
||||
|
||||
if (nameChanged || parentChanged)
|
||||
{
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var editCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == editCompanyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Id != id &&
|
||||
c.Name.Equals(dto.Name.Trim(), StringComparison.OrdinalIgnoreCase) &&
|
||||
@@ -444,7 +450,8 @@ namespace PowderCoating.Web.Controllers
|
||||
var trimmedName = request.Name.Trim();
|
||||
|
||||
// Check for duplicate category name under the same parent (case-insensitive)
|
||||
var allCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var quickCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == quickCompanyId);
|
||||
var existingCategory = allCategories.FirstOrDefault(c =>
|
||||
c.Name.Equals(trimmedName, StringComparison.OrdinalIgnoreCase) &&
|
||||
c.ParentCategoryId == request.ParentCategoryId);
|
||||
@@ -500,8 +507,9 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var treeCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = await _unitOfWork.CatalogCategories
|
||||
.GetAllAsync(false, c => c.SubCategories, c => c.Items);
|
||||
.FindAsync(c => c.CompanyId == treeCompanyId, false, c => c.SubCategories, c => c.Items);
|
||||
|
||||
// Build tree from root categories
|
||||
var rootCategories = categories
|
||||
@@ -535,7 +543,8 @@ namespace PowderCoating.Web.Controllers
|
||||
{
|
||||
try
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var dropdownCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == dropdownCompanyId)).ToList();
|
||||
|
||||
// Build hierarchical list (parents before children)
|
||||
var hierarchicalList = new List<CatalogCategory>();
|
||||
@@ -573,7 +582,8 @@ namespace PowderCoating.Web.Controllers
|
||||
/// </param>
|
||||
private async Task PopulateParentCategoryDropdown(int? excludeCategoryId = null)
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var parentDropCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == parentDropCompanyId)).ToList();
|
||||
|
||||
// Exclude the current category and its descendants to prevent circular references
|
||||
var excludedIds = new HashSet<int>();
|
||||
@@ -700,7 +710,8 @@ namespace PowderCoating.Web.Controllers
|
||||
if (categoryId == newParentId)
|
||||
return true;
|
||||
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var circleCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == circleCompanyId)).ToList();
|
||||
var current = categories.FirstOrDefault(c => c.Id == newParentId);
|
||||
|
||||
while (current != null)
|
||||
|
||||
@@ -83,7 +83,8 @@ namespace PowderCoating.Web.Controllers
|
||||
try
|
||||
{
|
||||
// Get all categories with their items
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.GetAllAsync(false, c => c.Items)).ToList();
|
||||
var itemsCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == itemsCompanyId, false, c => c.Items)).ToList();
|
||||
var allItems = allCategories.SelectMany(c => c.Items).ToList();
|
||||
|
||||
// Apply search filter
|
||||
@@ -578,7 +579,8 @@ namespace PowderCoating.Web.Controllers
|
||||
return Json(new List<object>());
|
||||
}
|
||||
|
||||
var allItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category);
|
||||
var searchCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allItems = await _unitOfWork.CatalogItems.FindAsync(i => i.CompanyId == searchCompanyId, false, i => i.Category);
|
||||
var search = searchTerm.ToLower();
|
||||
|
||||
var items = allItems
|
||||
@@ -694,7 +696,8 @@ namespace PowderCoating.Web.Controllers
|
||||
/// </summary>
|
||||
private async Task PopulateCategoryDropdown()
|
||||
{
|
||||
var categories = (await _unitOfWork.CatalogCategories.GetAllAsync()).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var categories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
|
||||
// Build hierarchical list (parents before children)
|
||||
var hierarchicalList = new List<CatalogCategory>();
|
||||
@@ -1045,7 +1048,7 @@ namespace PowderCoating.Web.Controllers
|
||||
// Load all categories so we can build full paths (e.g. "Cerakote > Firearms").
|
||||
// The full path gives Claude the coating-type context it needs — an item in
|
||||
// "Firearms" under "Cerakote" costs very differently than one under "Powder Coat".
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.GetAllAsync())
|
||||
var allCategories = (await _unitOfWork.CatalogCategories.FindAsync(c => c.CompanyId == currentUser.CompanyId))
|
||||
.ToDictionary(c => c.Id);
|
||||
|
||||
// Load company operating costs
|
||||
|
||||
@@ -142,10 +142,10 @@ public class CompanySettingsController : Controller
|
||||
&& !connectClientId.Contains("your_connect_client_id_here", StringComparison.OrdinalIgnoreCase);
|
||||
|
||||
// Load notification templates for inline tab
|
||||
var existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
var existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
var seeded = await EnsureNotificationTemplatesSeededAsync(companyId.Value, existing.ToList());
|
||||
if (seeded > 0)
|
||||
existing = await _unitOfWork.NotificationTemplates.GetAllAsync();
|
||||
existing = await _unitOfWork.NotificationTemplates.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
dto.NotificationTemplates = existing
|
||||
.OrderBy(t => (int)t.NotificationType).ThenBy(t => (int)t.Channel)
|
||||
@@ -755,8 +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 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();
|
||||
|
||||
@@ -920,7 +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);
|
||||
@@ -1071,7 +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++)
|
||||
{
|
||||
@@ -1084,7 +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");
|
||||
@@ -1113,7 +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);
|
||||
@@ -1258,7 +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++)
|
||||
{
|
||||
@@ -1297,7 +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);
|
||||
@@ -1478,7 +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++)
|
||||
{
|
||||
@@ -1517,7 +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);
|
||||
@@ -1639,7 +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++)
|
||||
{
|
||||
@@ -1812,7 +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);
|
||||
@@ -1956,7 +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++)
|
||||
{
|
||||
@@ -1996,7 +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);
|
||||
@@ -2132,7 +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++)
|
||||
{
|
||||
@@ -2349,12 +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
|
||||
|
||||
@@ -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
|
||||
|
||||
@@ -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)
|
||||
|
||||
@@ -355,6 +355,15 @@ public class InvoicesController : Controller
|
||||
var job = await _unitOfWork.Jobs.GetByIdAsync(jobId.Value, false, j => j.Customer, j => j.JobItems);
|
||||
if (job == null) return NotFound();
|
||||
|
||||
// Pre-load coats so we can derive color names for invoice line items
|
||||
var activeItemIds = job.JobItems.Where(ji => !ji.IsDeleted).Select(ji => ji.Id).ToList();
|
||||
var allCoats = activeItemIds.Any()
|
||||
? (await _unitOfWork.JobItemCoats.FindAsync(c => activeItemIds.Contains(c.JobItemId) && !c.IsDeleted)).ToList()
|
||||
: new List<JobItemCoat>();
|
||||
var coatsByItem = allCoats
|
||||
.GroupBy(c => c.JobItemId)
|
||||
.ToDictionary(g => g.Key, g => g.OrderBy(c => c.Sequence).ToList());
|
||||
|
||||
// Validate no existing active invoice for this job (voided ones are kept as history)
|
||||
var existing = await _unitOfWork.Invoices.GetForJobAsync(jobId.Value);
|
||||
if (existing != null && existing.Status != InvoiceStatus.Voided)
|
||||
@@ -404,6 +413,16 @@ public class InvoicesController : Controller
|
||||
revenueAccountId = ci.RevenueAccountId;
|
||||
revenueAccountId ??= defaultRevenueAccount?.Id;
|
||||
|
||||
// Derive color from coats when the item itself has no explicit color set
|
||||
var derivedColor = item.ColorName;
|
||||
if (string.IsNullOrEmpty(derivedColor) && coatsByItem.TryGetValue(item.Id, out var itemCoats))
|
||||
{
|
||||
var coatColors = itemCoats
|
||||
.Where(c => !string.IsNullOrEmpty(c.ColorName))
|
||||
.Select(c => c.ColorName!);
|
||||
derivedColor = string.Join(" / ", coatColors);
|
||||
}
|
||||
|
||||
dto.InvoiceItems.Add(new CreateInvoiceItemDto
|
||||
{
|
||||
SourceJobItemId = item.Id,
|
||||
@@ -412,7 +431,7 @@ public class InvoicesController : Controller
|
||||
Quantity = item.Quantity > 0 ? item.Quantity : 1,
|
||||
UnitPrice = item.UnitPrice,
|
||||
TotalPrice = item.TotalPrice,
|
||||
ColorName = item.ColorName,
|
||||
ColorName = derivedColor,
|
||||
Notes = item.Notes,
|
||||
DisplayOrder = order++,
|
||||
RevenueAccountId = revenueAccountId
|
||||
@@ -445,16 +464,22 @@ public class InvoicesController : Controller
|
||||
// If the job came from a quote, carry over the quote-level costs and agreed terms.
|
||||
// The quote SubTotal = sum(items) + oven batch cost + shop supplies.
|
||||
// Job items only capture per-item prices, so oven & shop supplies need a separate line.
|
||||
// Read directly from the quote snapshot — never try to reverse-engineer from job.FinalPrice
|
||||
// because FinalPrice is recalculated on every item edit and can drift from the original quote.
|
||||
// For fee components, prefer the job's own breakdown snapshot (updated every time the job
|
||||
// is saved) over the source quote — the quote's FacilityOverheadCost was only added in
|
||||
// migration AddQuotePricingSnapshotFields (May 2026); older quotes have 0 there even though
|
||||
// overhead was included in the quote total. Tax and discount still come from the quote
|
||||
// because those represent the customer-approved agreed terms.
|
||||
if (sourceQuote != null)
|
||||
{
|
||||
// Bundle all quote-level charges so the invoice subtotal matches the quote total.
|
||||
// FacilityOverheadCost is included — it is a real cost baked into the quoted price.
|
||||
var processingFees = sourceQuote.OvenBatchCost
|
||||
+ sourceQuote.FacilityOverheadCost
|
||||
+ sourceQuote.ShopSuppliesAmount
|
||||
+ sourceQuote.RushFee;
|
||||
// Prefer job breakdown values for dynamic fee components; fall back to quote for
|
||||
// compatibility with jobs that were never re-saved after the May 2026 migration.
|
||||
var ovenCost = jobBreakdown != null ? jobBreakdown.OvenBatchCost : sourceQuote.OvenBatchCost;
|
||||
var overhead = jobBreakdown != null ? jobBreakdown.FacilityOverheadCost : sourceQuote.FacilityOverheadCost;
|
||||
var shopSupplies = jobBreakdown != null ? jobBreakdown.ShopSuppliesAmount : sourceQuote.ShopSuppliesAmount;
|
||||
var rushFee = jobBreakdown != null ? jobBreakdown.RushFee : sourceQuote.RushFee;
|
||||
|
||||
// Bundle all quote-level charges so the invoice subtotal matches the job total.
|
||||
var processingFees = ovenCost + overhead + shopSupplies + rushFee;
|
||||
|
||||
if (processingFees > 0.01m)
|
||||
{
|
||||
@@ -1461,6 +1486,7 @@ public class InvoicesController : Controller
|
||||
}
|
||||
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
var totalCreditCreated = 0m; // populated inside transaction, used in success message
|
||||
|
||||
await _unitOfWork.ExecuteInTransactionAsync(async () =>
|
||||
{
|
||||
@@ -1480,6 +1506,75 @@ public class InvoicesController : Controller
|
||||
await _unitOfWork.Payments.SoftDeleteAsync(payment.Id);
|
||||
}
|
||||
|
||||
// Re-release any deposits that were applied to this invoice so they can be
|
||||
// auto-applied to the replacement invoice. Without this, AppliedToInvoiceId
|
||||
// stays set and the deposit lookup (AppliedToInvoiceId == null) skips them.
|
||||
var appliedDeposits = await _unitOfWork.Deposits.FindAsync(
|
||||
d => d.AppliedToInvoiceId == invoice.Id && !d.IsDeleted);
|
||||
var totalDepositReleased = 0m;
|
||||
foreach (var deposit in appliedDeposits)
|
||||
{
|
||||
deposit.AppliedToInvoiceId = null;
|
||||
deposit.AppliedDate = null;
|
||||
deposit.UpdatedAt = DateTime.UtcNow;
|
||||
await _unitOfWork.Deposits.UpdateAsync(deposit);
|
||||
totalDepositReleased += deposit.Amount;
|
||||
}
|
||||
// Restore the CustomerDeposits 2300 liability that was cleared when the deposits
|
||||
// were applied. Mirrors the DR at apply time; follows the same simplified reversal
|
||||
// pattern as the rest of the void (regular payment GL entries are also left as-is).
|
||||
if (totalDepositReleased > 0)
|
||||
{
|
||||
var custDepositsAcctId = await GetCustomerDepositsAccountIdAsync(invoice.CompanyId);
|
||||
await _accountBalanceService.CreditAsync(custDepositsAcctId, totalDepositReleased);
|
||||
}
|
||||
|
||||
// Convert non-deposit payments (cash, card, check, online) to customer credits so
|
||||
// the money isn't lost when the invoice is voided. Each payment becomes a CRED-
|
||||
// Deposit record linked to the same job; it will auto-apply when the replacement
|
||||
// invoice is created, exactly like a normal deposit.
|
||||
var nonDepositPayments = invoice.Payments
|
||||
.Where(p => !p.IsDeleted && !(p.Reference ?? "").StartsWith("Deposit "))
|
||||
.ToList();
|
||||
if (nonDepositPayments.Any())
|
||||
{
|
||||
var credPrefix = $"CRED-{DateTime.UtcNow:yy}{DateTime.UtcNow.Month:D2}-";
|
||||
var existingNums = (await _unitOfWork.Deposits.FindAsync(
|
||||
d => d.CompanyId == invoice.CompanyId && d.ReceiptNumber.StartsWith(credPrefix),
|
||||
ignoreQueryFilters: true))
|
||||
.Select(d => d.ReceiptNumber).ToList();
|
||||
var maxNum = 0;
|
||||
foreach (var rn in existingNums)
|
||||
{
|
||||
var suffix = rn.Length >= credPrefix.Length + 4 ? rn[credPrefix.Length..] : "";
|
||||
if (int.TryParse(suffix, out int parsed) && parsed > maxNum) maxNum = parsed;
|
||||
}
|
||||
|
||||
var creditCustDepositsAcctId = await GetCustomerDepositsAccountIdAsync(invoice.CompanyId);
|
||||
foreach (var payment in nonDepositPayments)
|
||||
{
|
||||
maxNum++;
|
||||
await _unitOfWork.Deposits.AddAsync(new Core.Entities.Deposit
|
||||
{
|
||||
CompanyId = invoice.CompanyId,
|
||||
CustomerId = invoice.CustomerId,
|
||||
JobId = invoice.JobId,
|
||||
Amount = payment.Amount,
|
||||
PaymentMethod = payment.PaymentMethod,
|
||||
ReceivedDate = payment.PaymentDate,
|
||||
Reference = payment.Reference,
|
||||
Notes = $"Credit from voided invoice {invoice.InvoiceNumber}" +
|
||||
(string.IsNullOrWhiteSpace(payment.Notes) ? "." : $". Original: {payment.Notes}"),
|
||||
ReceiptNumber = $"{credPrefix}{maxNum:D4}",
|
||||
CreatedAt = DateTime.UtcNow
|
||||
});
|
||||
totalCreditCreated += payment.Amount;
|
||||
}
|
||||
|
||||
// CR CustomerDeposits to create the liability matching the cash already in Checking
|
||||
await _accountBalanceService.CreditAsync(creditCustDepositsAcctId, totalCreditCreated);
|
||||
}
|
||||
|
||||
// Void any gift certificates that were generated from this invoice.
|
||||
// Capture each GC's remaining balance BEFORE voiding so the GL entries below can use it.
|
||||
var gcLiabilityAcctId = await GetGcLiabilityAccountIdAsync(invoice.CompanyId);
|
||||
@@ -1531,7 +1626,10 @@ public class InvoicesController : Controller
|
||||
|
||||
}); // end ExecuteInTransactionAsync
|
||||
|
||||
TempData["Success"] = $"Invoice {invoice.InvoiceNumber} has been voided.";
|
||||
var creditMsg = totalCreditCreated > 0
|
||||
? $" {totalCreditCreated:C} converted to customer credit and will auto-apply to the next invoice."
|
||||
: "";
|
||||
TempData["Success"] = $"Invoice {invoice.InvoiceNumber} has been voided.{creditMsg}";
|
||||
return RedirectToAction(nameof(Details), new { id });
|
||||
}
|
||||
catch (Exception ex)
|
||||
@@ -1690,6 +1788,59 @@ public class InvoicesController : Controller
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// GET: /Invoices/DownloadPackingSlip/5
|
||||
// -----------------------------------------------------------------------
|
||||
/// <summary>
|
||||
/// Generates a no-price packing slip PDF for physical pickup/delivery paperwork.
|
||||
/// Reuses the same company branding and invoice data pipeline as DownloadPdf but
|
||||
/// delegates to GeneratePackingSlipPdfAsync which omits all pricing columns.
|
||||
/// </summary>
|
||||
public async Task<IActionResult> DownloadPackingSlip(int? id, bool inline = false)
|
||||
{
|
||||
if (id == null) return NotFound();
|
||||
|
||||
try
|
||||
{
|
||||
var invoice = await LoadInvoiceForViewAsync(id.Value);
|
||||
if (invoice == null) return NotFound();
|
||||
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var company = await _unitOfWork.Companies.GetByIdAsync(currentUser.CompanyId);
|
||||
var companyInfo = new Application.DTOs.Company.CompanyInfoDto
|
||||
{
|
||||
CompanyName = company?.CompanyName ?? string.Empty,
|
||||
Phone = company?.Phone,
|
||||
Address = company?.Address,
|
||||
City = company?.City,
|
||||
State = company?.State,
|
||||
ZipCode = company?.ZipCode,
|
||||
PrimaryContactEmail = company?.PrimaryContactEmail
|
||||
};
|
||||
|
||||
var (logoData, logoContentType) = await LoadCompanyLogoAsync(company);
|
||||
var dto = await BuildInvoiceDtoAsync(invoice);
|
||||
var pdfBytes = await _pdfService.GeneratePackingSlipPdfAsync(dto, logoData, logoContentType, companyInfo);
|
||||
var fileName = $"PackingSlip-{invoice.InvoiceNumber}.pdf";
|
||||
|
||||
if (inline)
|
||||
{
|
||||
Response.Headers["Content-Disposition"] = $"inline; filename=\"{fileName}\"";
|
||||
return File(pdfBytes, "application/pdf");
|
||||
}
|
||||
|
||||
return File(pdfBytes, "application/pdf", fileName);
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
_logger.LogError(ex, "Error generating packing slip for invoice {Id}", id);
|
||||
TempData["ErrorPermanent"] = $"Packing slip generation failed: {ex.Message}";
|
||||
return RedirectToAction(nameof(Details), new { id });
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------
|
||||
// GET: /Invoices/ForJob/5 — redirect to existing or Create
|
||||
// -----------------------------------------------------------------------
|
||||
@@ -2213,7 +2364,7 @@ public class InvoicesController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateCreateViewBagAsync(int companyId, string? selectedTerms = null)
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = customers.Where(c => c.IsActive).OrderBy(c => c.CompanyName ?? c.ContactLastName).ToList();
|
||||
|
||||
// Expose company default tax rate and exempt customer IDs for client-side tax handling
|
||||
@@ -3016,6 +3167,50 @@ public class InvoicesController : Controller
|
||||
return false;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Inline-edits description, quantity, and unit price on a single invoice line item.
|
||||
/// Blocked on paid/voided invoices (same gate as the full Edit action).
|
||||
/// Returns updated totals so the page can reflect the change without a reload.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> PatchItem([FromBody] PatchInvoiceItemRequest request)
|
||||
{
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var item = await _unitOfWork.InvoiceItems.GetByIdAsync(request.ItemId);
|
||||
if (item == null) return NotFound();
|
||||
|
||||
var invoice = await _unitOfWork.Invoices.GetByIdAsync(item.InvoiceId);
|
||||
if (invoice == null || invoice.CompanyId != currentUser.CompanyId) return NotFound();
|
||||
|
||||
if (invoice.Status is not (InvoiceStatus.Draft or InvoiceStatus.Sent or InvoiceStatus.Overdue))
|
||||
return BadRequest(new { error = "Cannot edit items on a paid or voided invoice." });
|
||||
|
||||
item.Description = request.Description.Trim();
|
||||
item.Quantity = request.Quantity;
|
||||
item.UnitPrice = request.UnitPrice;
|
||||
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
|
||||
await _unitOfWork.InvoiceItems.UpdateAsync(item);
|
||||
|
||||
var allItems = await _unitOfWork.InvoiceItems.FindAsync(ii => ii.InvoiceId == invoice.Id);
|
||||
var newSubTotal = allItems.Sum(i => i.TotalPrice);
|
||||
invoice.SubTotal = newSubTotal;
|
||||
invoice.TaxAmount = Math.Round(newSubTotal * invoice.TaxPercent / 100m, 2);
|
||||
invoice.Total = Math.Round(newSubTotal - invoice.DiscountAmount + invoice.TaxAmount, 2);
|
||||
await _unitOfWork.Invoices.UpdateAsync(invoice);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
return Json(new {
|
||||
lineTotal = item.TotalPrice,
|
||||
subtotal = invoice.SubTotal,
|
||||
taxAmount = invoice.TaxAmount,
|
||||
total = invoice.Total,
|
||||
balanceDue = invoice.BalanceDue
|
||||
});
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Returns logo bytes and content type for PDF generation.
|
||||
/// Prefers blob-stored logos (LogoFilePath) over the legacy DB column (LogoData).
|
||||
@@ -3031,3 +3226,11 @@ public class InvoicesController : Controller
|
||||
return (company.LogoData, company.LogoContentType);
|
||||
}
|
||||
}
|
||||
|
||||
public class PatchInvoiceItemRequest
|
||||
{
|
||||
public int ItemId { get; set; }
|
||||
public string Description { get; set; } = string.Empty;
|
||||
public decimal Quantity { get; set; }
|
||||
public decimal UnitPrice { get; set; }
|
||||
}
|
||||
|
||||
@@ -36,7 +36,9 @@ public class JobTemplatesController : Controller
|
||||
/// </summary>
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var templates = await _unitOfWork.JobTemplates.GetAllAsync(
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var templates = await _unitOfWork.JobTemplates.FindAsync(
|
||||
t => t.CompanyId == companyId,
|
||||
false,
|
||||
t => t.Customer,
|
||||
t => t.Items);
|
||||
|
||||
@@ -110,6 +110,11 @@ public class JobsController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
// Default landing view: On Floor — redirect bare /Jobs to ?statusGroup=active
|
||||
// so completed/cancelled jobs don't clutter the first screen.
|
||||
if (string.IsNullOrEmpty(statusGroup) && string.IsNullOrEmpty(searchTerm) && string.IsNullOrEmpty(tagFilter))
|
||||
return RedirectToAction("Index", new { statusGroup = "active" });
|
||||
|
||||
// Create and validate grid request
|
||||
var gridRequest = new GridRequest
|
||||
{
|
||||
@@ -141,6 +146,13 @@ public class JobsController : Controller
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled;
|
||||
}
|
||||
else if (statusGroup == "completed")
|
||||
{
|
||||
filter = j => j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Completed
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Delivered;
|
||||
}
|
||||
// "all" or unknown group: no filter applied (show every status)
|
||||
}
|
||||
else if (!string.IsNullOrWhiteSpace(searchTerm))
|
||||
{
|
||||
@@ -195,6 +207,27 @@ public class JobsController : Controller
|
||||
gridRequest, jobDtos,
|
||||
string.IsNullOrWhiteSpace(tagFilter) ? totalCount : jobDtos.Count);
|
||||
|
||||
// Pill badge counts — always global (not scoped to current filter/page)
|
||||
var today = DateTime.Today;
|
||||
ViewBag.AllJobCount = await _unitOfWork.Jobs.CountAsync();
|
||||
ViewBag.ActiveCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Completed
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled);
|
||||
ViewBag.OverdueCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.DueDate < today
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Completed
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Delivered
|
||||
&& j.JobStatus.StatusCode != AppConstants.StatusCodes.Job.Cancelled);
|
||||
ViewBag.CompletedCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Completed
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup
|
||||
|| j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.Delivered);
|
||||
ViewBag.ReadyCount = await _unitOfWork.Jobs.CountAsync(j =>
|
||||
j.JobStatus.StatusCode == AppConstants.StatusCodes.Job.ReadyForPickup);
|
||||
|
||||
// Set ViewBag for sorting
|
||||
ViewBag.SearchTerm = searchTerm;
|
||||
ViewBag.StatusGroup = statusGroup;
|
||||
@@ -477,6 +510,7 @@ public class JobsController : Controller
|
||||
transferEfficiency = c.TransferEfficiency,
|
||||
powderCostPerLb = c.PowderCostPerLb,
|
||||
powderToOrder = c.PowderToOrder,
|
||||
noExtraLayerCharge = c.NoExtraLayerCharge,
|
||||
notes = c.Notes
|
||||
}),
|
||||
prepServices = ji.PrepServices.Select(ps => new {
|
||||
@@ -499,7 +533,7 @@ public class JobsController : Controller
|
||||
ViewBag.MaterialsUsed = allJobTransactions;
|
||||
|
||||
// Inventory items for the manual log-material modal
|
||||
var inventoryItemsForModal = (await _unitOfWork.InventoryItems.GetAllAsync())
|
||||
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();
|
||||
@@ -528,7 +562,7 @@ public class JobsController : Controller
|
||||
ViewBag.JobPhotoMax = photoMax;
|
||||
|
||||
// Customer list for inline customer-change dropdown
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var allCustomers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == job.CompanyId);
|
||||
ViewBag.CustomerSelectList = allCustomers
|
||||
.Where(c => c.IsActive)
|
||||
.Select(c => new SelectListItem
|
||||
@@ -634,7 +668,8 @@ public class JobsController : Controller
|
||||
|
||||
if (job == null) return NotFound();
|
||||
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.GetAllAsync())
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId))
|
||||
.OrderBy(s => s.DisplayOrder).ToList();
|
||||
|
||||
ViewBag.AllStatuses = allStatuses;
|
||||
@@ -657,7 +692,7 @@ public class JobsController : Controller
|
||||
|
||||
if (job == null) return NotFound();
|
||||
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.GetAllAsync()).ToList();
|
||||
var allStatuses = (await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == job.CompanyId)).ToList();
|
||||
var newStatus = allStatuses.FirstOrDefault(s => s.Id == newStatusId);
|
||||
if (newStatus == null) return BadRequest("Invalid status.");
|
||||
|
||||
@@ -845,7 +880,7 @@ public class JobsController : Controller
|
||||
// Optionally advance status to In Preparation
|
||||
if (advanceToInPreparation && jobToUpdate.JobStatus.StatusCode != AppConstants.StatusCodes.Job.InPreparation)
|
||||
{
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == jobToUpdate.CompanyId);
|
||||
var inPrepStatus = allStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.InPreparation);
|
||||
if (inPrepStatus != null)
|
||||
{
|
||||
@@ -902,7 +937,7 @@ public class JobsController : Controller
|
||||
|
||||
if (advanceToInPreparation && job.JobStatus.StatusCode != AppConstants.StatusCodes.Job.InPreparation && !job.JobStatus.IsTerminalStatus)
|
||||
{
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var allStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == job.CompanyId);
|
||||
var inPrepStatus = allStatuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Job.InPreparation);
|
||||
if (inPrepStatus != null)
|
||||
{
|
||||
@@ -1077,6 +1112,8 @@ public class JobsController : Controller
|
||||
QuoteId = dto.QuoteId,
|
||||
AssignedUserId = dto.AssignedUserId,
|
||||
OvenCostId = dto.OvenCostId,
|
||||
OvenBatches = dto.OvenBatches > 0 ? dto.OvenBatches : 1,
|
||||
OvenCycleMinutes = dto.OvenCycleMinutes,
|
||||
Description = dto.Description,
|
||||
JobPriorityId = dto.JobPriorityId,
|
||||
JobStatusId = pendingStatus?.Id ?? 1,
|
||||
@@ -1148,7 +1185,7 @@ public class JobsController : Controller
|
||||
var totals = await _pricingService.CalculateQuoteTotalsAsync(
|
||||
dto.JobItems, companyId, dto.CustomerId,
|
||||
await GetEffectiveTaxPercentAsync(dto.CustomerId, createCosts?.TaxPercent ?? 0m),
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, createOvenRate, job.OvenBatches, job.OvenCycleMinutes);
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, createOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes);
|
||||
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
@@ -1216,6 +1253,9 @@ public class JobsController : Controller
|
||||
CustomerId = job.CustomerId,
|
||||
QuoteId = job.QuoteId,
|
||||
AssignedUserId = job.AssignedUserId,
|
||||
OvenCostId = job.OvenCostId,
|
||||
OvenBatches = job.OvenBatches > 0 ? job.OvenBatches : 1,
|
||||
OvenCycleMinutes = job.OvenCycleMinutes,
|
||||
Description = job.Description,
|
||||
JobStatusId = job.JobStatusId,
|
||||
JobPriorityId = job.JobPriorityId,
|
||||
@@ -1260,6 +1300,7 @@ public class JobsController : Controller
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = c.PowderToOrder,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge,
|
||||
Notes = c.Notes
|
||||
}).ToList(),
|
||||
PrepServices = ji.PrepServices.Select(ps => new CreateQuoteItemPrepServiceDto
|
||||
@@ -1390,6 +1431,9 @@ public class JobsController : Controller
|
||||
job.CustomerId = dto.CustomerId;
|
||||
job.QuoteId = dto.QuoteId;
|
||||
job.Description = dto.Description;
|
||||
job.OvenCostId = dto.OvenCostId;
|
||||
job.OvenBatches = dto.OvenBatches > 0 ? dto.OvenBatches : 1;
|
||||
job.OvenCycleMinutes = dto.OvenCycleMinutes;
|
||||
await RecordStatusChangeAsync(job, dto.JobStatusId);
|
||||
job.JobStatusId = dto.JobStatusId;
|
||||
job.JobPriorityId = dto.JobPriorityId;
|
||||
@@ -1616,7 +1660,7 @@ public class JobsController : Controller
|
||||
var totals = await _pricingService.CalculateQuoteTotalsAsync(
|
||||
dto.JobItems, companyId, dto.CustomerId,
|
||||
await GetEffectiveTaxPercentAsync(dto.CustomerId, editCosts?.TaxPercent ?? 0m),
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, editOvenRate, job.OvenBatches, job.OvenCycleMinutes);
|
||||
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, editOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes);
|
||||
job.FinalPrice = totals.Total;
|
||||
job.OvenBatchCost = totals.OvenBatchCost;
|
||||
job.ShopSuppliesAmount = totals.ShopSuppliesAmount;
|
||||
@@ -1809,7 +1853,7 @@ public class JobsController : Controller
|
||||
ViewBag.AiPhotoQuotesEnabled = await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId);
|
||||
|
||||
await PopulateDropdowns();
|
||||
await PopulatePrepServicesAsync();
|
||||
await PopulatePrepServicesAsync(companyId);
|
||||
var costs = await _pricingService.GetOperatingCostsAsync(companyId);
|
||||
await PopulateJobItemDropDownsAsync(companyId, costs?.OvenOperatingCostPerHour ?? 45m);
|
||||
ViewBag.TaxPercent = costs?.TaxPercent ?? 0m;
|
||||
@@ -1817,6 +1861,7 @@ public class JobsController : Controller
|
||||
ViewBag.ComplexityModeratePercent = costs?.ComplexityModeratePercent ?? 5m;
|
||||
ViewBag.ComplexityComplexPercent = costs?.ComplexityComplexPercent ?? 15m;
|
||||
ViewBag.ComplexityExtremePercent = costs?.ComplexityExtremePercent ?? 25m;
|
||||
ViewBag.DefaultOvenCycleMinutes = costs?.DefaultOvenCycleMinutes ?? 45;
|
||||
var useMetric = await _tenantContext.UseMetricSystemAsync();
|
||||
ViewBag.UseMetric = useMetric;
|
||||
ViewBag.AreaUnit = _measurementService.GetAreaUnitLabel(useMetric);
|
||||
@@ -1829,7 +1874,9 @@ public class JobsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateDropdowns()
|
||||
{
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
ViewBag.Customers = new SelectList(
|
||||
customers.Where(c => c.IsActive).Select(c => new
|
||||
{
|
||||
@@ -1840,8 +1887,6 @@ public class JobsController : Controller
|
||||
}).OrderBy(c => c.DisplayName),
|
||||
"Id",
|
||||
"DisplayName");
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var users = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
@@ -2223,13 +2268,13 @@ public class JobsController : Controller
|
||||
/// Loads all active prep services into ViewBag for the item wizard's prep services step.
|
||||
/// Prep services are ordered by DisplayOrder so they appear in the intended workflow sequence.
|
||||
/// </summary>
|
||||
private async Task PopulatePrepServicesAsync()
|
||||
private async Task PopulatePrepServicesAsync(int companyId)
|
||||
{
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive && ps.CompanyId == companyId);
|
||||
ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();
|
||||
_logger.LogInformation("Populated {Count} active prep services", prepServices.Count());
|
||||
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
|
||||
var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId);
|
||||
ViewBag.BlastSetups = blastSetups.OrderBy(b => b.DisplayOrder)
|
||||
.Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
|
||||
.ToList();
|
||||
@@ -2935,6 +2980,7 @@ public class JobsController : Controller
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
PowderToOrder = c.PowderToOrder,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge,
|
||||
Notes = c.Notes
|
||||
}).ToList(),
|
||||
PrepServices = ji.PrepServices.Select(ps => new CreateQuoteItemPrepServiceDto
|
||||
@@ -3115,7 +3161,8 @@ public class JobsController : Controller
|
||||
InventoryItemId = c.InventoryItemId,
|
||||
CoverageSqFtPerLb = c.CoverageSqFtPerLb,
|
||||
TransferEfficiency = c.TransferEfficiency,
|
||||
PowderCostPerLb = c.PowderCostPerLb
|
||||
PowderCostPerLb = c.PowderCostPerLb,
|
||||
NoExtraLayerCharge = c.NoExtraLayerCharge
|
||||
}).ToList()
|
||||
}).ToList();
|
||||
|
||||
@@ -3166,7 +3213,7 @@ public class JobsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateJobItemDropDownsAsync(int companyId, decimal fallbackOvenRate)
|
||||
{
|
||||
var inventory = await _unitOfWork.InventoryItems.GetAllAsync(false, i => i.InventoryCategory);
|
||||
var inventory = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId, false, i => i.InventoryCategory);
|
||||
ViewBag.InventoryCoatings = inventory
|
||||
.Where(i => i.IsActive && i.InventoryCategory?.IsActive == true && i.InventoryCategory.IsCoating)
|
||||
.OrderBy(i => i.IsIncoming ? 1 : 0).ThenBy(i => i.InventoryCategory!.DisplayOrder).ThenBy(i => i.ColorName ?? i.Name)
|
||||
@@ -3186,12 +3233,12 @@ public class JobsController : Controller
|
||||
isIncoming = i.IsIncoming
|
||||
}).ToList();
|
||||
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync(false);
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(s => s.CompanyId == companyId, false);
|
||||
ViewBag.Vendors = vendors
|
||||
.Where(s => s.IsActive).OrderBy(s => s.CompanyName)
|
||||
.Select(s => new { value = s.Id.ToString(), text = s.CompanyName }).ToList();
|
||||
|
||||
var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category, i => i.Category.ParentCategory);
|
||||
var catalogItems = await _unitOfWork.CatalogItems.FindAsync(i => i.CompanyId == companyId, false, i => i.Category, i => i.Category.ParentCategory);
|
||||
ViewBag.CatalogItems = catalogItems
|
||||
.Where(i => i.IsActive)
|
||||
.OrderBy(i => i.Category.DisplayOrder).ThenBy(i => i.DisplayOrder)
|
||||
@@ -3220,10 +3267,10 @@ public class JobsController : Controller
|
||||
description = i.Description
|
||||
}).ToList();
|
||||
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive && ps.CompanyId == companyId);
|
||||
ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();
|
||||
|
||||
var blastSetupsForEditItems = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
|
||||
var blastSetupsForEditItems = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive && b.CompanyId == companyId);
|
||||
ViewBag.BlastSetups = blastSetupsForEditItems.OrderBy(b => b.DisplayOrder)
|
||||
.Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
|
||||
.ToList();
|
||||
@@ -3936,10 +3983,11 @@ public class JobsController : Controller
|
||||
ovenCost = opCosts.OvenOperatingCostPerHour * defaultOvenCycleHours;
|
||||
}
|
||||
|
||||
// 4. Revenue
|
||||
decimal revenue = job.Invoice != null
|
||||
? job.Invoice.Total
|
||||
: (job.FinalPrice > 0 ? job.FinalPrice : job.QuotedPrice);
|
||||
// 4. Revenue — prefer FinalPrice (reflects inline edits and job-level changes);
|
||||
// fall back to Invoice.Total only when FinalPrice is zero (voided/zeroed job).
|
||||
decimal revenue = job.FinalPrice > 0
|
||||
? job.FinalPrice
|
||||
: (job.Invoice?.Total ?? job.QuotedPrice);
|
||||
|
||||
// 5. Rework costs from linked rework jobs
|
||||
var reworkRecords = await _unitOfWork.ReworkRecords.FindAsync(
|
||||
@@ -3975,7 +4023,7 @@ public class JobsController : Controller
|
||||
|
||||
return Json(new {
|
||||
revenue = Math.Round(revenue, 2),
|
||||
revenueSource = job.Invoice != null ? "Invoice" : (job.FinalPrice > 0 ? "Final Price" : "Quoted Price"),
|
||||
revenueSource = job.FinalPrice > 0 ? "Final Price" : (job.Invoice != null ? "Invoice" : "Quoted Price"),
|
||||
powderCost = Math.Round(powderCost, 2),
|
||||
laborCost = Math.Round(laborCost, 2),
|
||||
ovenCost = Math.Round(ovenCost, 2),
|
||||
@@ -4169,9 +4217,92 @@ public class JobsController : Controller
|
||||
return Json(new { success = false, message = "An error occurred. Please try again." });
|
||||
}
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Inline-edits description, quantity, and unit price on a single job line item.
|
||||
/// Adjusts FinalPrice and the stored PricingBreakdownJson snapshot by the price delta.
|
||||
/// Returns updated totals so the page can reflect the change without a reload.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> PatchItem([FromBody] PatchJobItemRequest request)
|
||||
{
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var item = await _unitOfWork.JobItems.GetByIdAsync(request.ItemId);
|
||||
if (item == null) return NotFound();
|
||||
|
||||
var job = await _unitOfWork.Jobs.GetByIdAsync(item.JobId);
|
||||
if (job == null || job.CompanyId != currentUser.CompanyId) return NotFound();
|
||||
|
||||
var oldTotal = item.TotalPrice;
|
||||
item.Description = request.Description.Trim();
|
||||
item.Quantity = request.Quantity;
|
||||
item.UnitPrice = request.UnitPrice;
|
||||
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
|
||||
await _unitOfWork.JobItems.UpdateAsync(item);
|
||||
|
||||
var delta = item.TotalPrice - oldTotal;
|
||||
job.FinalPrice = Math.Round(job.FinalPrice + delta, 2);
|
||||
|
||||
// Keep the stored pricing snapshot in sync so the breakdown panel stays consistent.
|
||||
// Case-insensitive options handle JSON stored before PascalCase serialization was enforced.
|
||||
QuotePricingBreakdownDto? pbFinal = null;
|
||||
var jsonOpts = new JsonSerializerOptions { PropertyNameCaseInsensitive = true };
|
||||
if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
|
||||
{
|
||||
var pb = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson, jsonOpts);
|
||||
if (pb != null)
|
||||
{
|
||||
pb.ItemsSubtotal += delta;
|
||||
pb.SubtotalBeforeDiscount += delta;
|
||||
pb.SubtotalAfterDiscount = pb.SubtotalBeforeDiscount - pb.DiscountAmount;
|
||||
pb.TaxAmount = Math.Round(pb.SubtotalAfterDiscount * pb.TaxPercent / 100m, 2);
|
||||
pb.Total = Math.Round(pb.SubtotalAfterDiscount + pb.RushFee + pb.TaxAmount, 2);
|
||||
job.FinalPrice = pb.Total;
|
||||
job.PricingBreakdownJson = JsonSerializer.Serialize(pb);
|
||||
pbFinal = pb;
|
||||
}
|
||||
}
|
||||
|
||||
await _unitOfWork.Jobs.UpdateAsync(job);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
// For legacy jobs without a stored snapshot, derive breakdown from live item totals.
|
||||
if (pbFinal == null)
|
||||
{
|
||||
var allItems = await _unitOfWork.JobItems.FindAsync(ji => ji.JobId == job.Id && !ji.IsDeleted);
|
||||
var itemsSubtotal = allItems.Sum(ji => ji.TotalPrice);
|
||||
var subtotal = itemsSubtotal + job.OvenBatchCost + job.ShopSuppliesAmount;
|
||||
pbFinal = new QuotePricingBreakdownDto
|
||||
{
|
||||
ItemsSubtotal = itemsSubtotal,
|
||||
SubtotalBeforeDiscount = subtotal,
|
||||
SubtotalAfterDiscount = subtotal,
|
||||
Total = job.FinalPrice
|
||||
};
|
||||
}
|
||||
|
||||
return Json(new {
|
||||
lineTotal = item.TotalPrice,
|
||||
finalPrice = job.FinalPrice,
|
||||
itemsSubtotal = pbFinal.ItemsSubtotal,
|
||||
subtotalBeforeDiscount = pbFinal.SubtotalBeforeDiscount,
|
||||
subtotalAfterDiscount = pbFinal.SubtotalAfterDiscount,
|
||||
taxAmount = pbFinal.TaxAmount
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
public class DeleteTimeEntryRequest { public int Id { get; set; } }
|
||||
public class PatchJobItemRequest
|
||||
{
|
||||
public int ItemId { get; set; }
|
||||
public string Description { get; set; } = string.Empty;
|
||||
public decimal Quantity { get; set; }
|
||||
public decimal UnitPrice { get; set; }
|
||||
}
|
||||
public class LogMaterialRequest
|
||||
{
|
||||
public int JobId { get; set; }
|
||||
|
||||
@@ -90,8 +90,8 @@ public class JobsPriorityController : Controller
|
||||
.ToList();
|
||||
|
||||
// Get priorities and workers for modal options
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var priorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId);
|
||||
var workers = await _userManager.Users
|
||||
.Where(u => u.CompanyId == companyId && u.IsActive && u.CompanyRole != null)
|
||||
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
|
||||
|
||||
@@ -16,15 +16,18 @@ public class MaintenanceController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<MaintenanceController> _logger;
|
||||
|
||||
public MaintenanceController(
|
||||
IUnitOfWork unitOfWork,
|
||||
IMapper mapper,
|
||||
ITenantContext tenantContext,
|
||||
ILogger<MaintenanceController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -740,7 +743,8 @@ public class MaintenanceController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateViewBagAsync(int? selectedEquipmentId = null)
|
||||
{
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId);
|
||||
ViewBag.EquipmentList = new SelectList(
|
||||
equipment.Where(e => e.IsActive).OrderBy(e => e.EquipmentName),
|
||||
"Id",
|
||||
|
||||
@@ -179,8 +179,9 @@ public class OvenSchedulerController : Controller
|
||||
public async Task<IActionResult> Suggest([FromBody] SuggestRequest req)
|
||||
{
|
||||
var goal = req?.OptimizationGoal ?? "maximize_throughput";
|
||||
var suggestCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var equipmentList = (await _unitOfWork.OvenCosts.GetAllAsync())
|
||||
var equipmentList = (await _unitOfWork.OvenCosts.FindAsync(o => o.CompanyId == suggestCompanyId))
|
||||
.Where(o => o.IsActive)
|
||||
.OrderBy(o => o.DisplayOrder).ThenBy(o => o.Label)
|
||||
.ToList();
|
||||
@@ -188,10 +189,11 @@ public class OvenSchedulerController : Controller
|
||||
if (!equipmentList.Any())
|
||||
return Json(new { success = false, error = "No active ovens found. Add Named Ovens in Settings → Operating Costs." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == suggestCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var queueJobs = (await _unitOfWork.Jobs.GetAllAsync(
|
||||
var queueJobs = (await _unitOfWork.Jobs.FindAsync(
|
||||
j => j.CompanyId == suggestCompanyId,
|
||||
false,
|
||||
j => j.Customer,
|
||||
j => j.JobStatus,
|
||||
@@ -265,7 +267,8 @@ public class OvenSchedulerController : Controller
|
||||
if (req?.Batches == null || !req.Batches.Any())
|
||||
return Json(new { success = false, error = "No batches provided." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var acceptCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == acceptCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var createdBatches = new List<object>();
|
||||
@@ -357,7 +360,8 @@ public class OvenSchedulerController : Controller
|
||||
if (oven == null)
|
||||
return Json(new { success = false, error = "Oven not found." });
|
||||
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.GetAllAsync();
|
||||
var createBatchCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var companyCosts = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == createBatchCompanyId);
|
||||
var defaultCycleMinutes = companyCosts.FirstOrDefault()?.DefaultOvenCycleMinutes ?? 45;
|
||||
|
||||
var batchNumber = await GenerateBatchNumberAsync();
|
||||
@@ -651,7 +655,8 @@ public class OvenSchedulerController : Controller
|
||||
if (inOvenStatus != null)
|
||||
{
|
||||
var jobIds = batch.Items.Select(i => i.JobId).Distinct().ToHashSet();
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync()).Where(j => jobIds.Contains(j.Id));
|
||||
var startBatchCid = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == startBatchCid && jobIds.Contains(j.Id));
|
||||
foreach (var job in jobs)
|
||||
job.JobStatusId = inOvenStatus.Id;
|
||||
}
|
||||
|
||||
@@ -75,7 +75,6 @@ public class PaymentController : Controller
|
||||
CustomerName = customer != null
|
||||
? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
|
||||
: "Valued Customer",
|
||||
CustomerEmail = customer?.Email ?? string.Empty,
|
||||
CompanyName = company!.CompanyName,
|
||||
BalanceDue = invoice.BalanceDue,
|
||||
InvoiceTotal = invoice.Total,
|
||||
@@ -127,8 +126,6 @@ public class PaymentController : Controller
|
||||
return BadRequest(new { error = "Invalid payment amount." });
|
||||
|
||||
var surcharge = CalculateSurcharge(request.Amount, company!);
|
||||
var customer = await _context.Customers.AsNoTracking()
|
||||
.FirstOrDefaultAsync(c => c.Id == invoice.CustomerId);
|
||||
|
||||
var (success, clientSecret, paymentIntentId, stripeError) =
|
||||
await _stripeConnect.CreatePaymentIntentAsync(
|
||||
@@ -136,7 +133,6 @@ public class PaymentController : Controller
|
||||
invoiceTotal: request.Amount,
|
||||
surchargeAmount: surcharge,
|
||||
currency: "usd",
|
||||
customerEmail: customer?.Email ?? string.Empty,
|
||||
invoiceNumber: invoice.InvoiceNumber,
|
||||
invoiceId: invoice.Id);
|
||||
|
||||
@@ -261,7 +257,6 @@ public class PaymentController : Controller
|
||||
CustomerName = customer != null
|
||||
? $"{customer.ContactFirstName} {customer.ContactLastName}".Trim()
|
||||
: quote.ProspectContactName ?? "Valued Customer",
|
||||
CustomerEmail = customer?.Email ?? quote.ProspectEmail ?? string.Empty,
|
||||
CompanyName = company!.CompanyName,
|
||||
DepositAmount = depositAmount,
|
||||
QuoteTotal = quote.Total,
|
||||
@@ -296,7 +291,6 @@ public class PaymentController : Controller
|
||||
|
||||
var depositAmount = Math.Round(quote!.Total * (quote.DepositPercent / 100m), 2);
|
||||
var surcharge = CalculateSurcharge(depositAmount, company!);
|
||||
var customerEmail = quote.Customer?.Email ?? quote.ProspectEmail ?? string.Empty;
|
||||
|
||||
var (success, clientSecret, paymentIntentId, stripeError) =
|
||||
await _stripeConnect.CreateDepositPaymentIntentAsync(
|
||||
@@ -304,7 +298,6 @@ public class PaymentController : Controller
|
||||
depositAmount: depositAmount,
|
||||
surchargeAmount: surcharge,
|
||||
currency: "usd",
|
||||
customerEmail: customerEmail,
|
||||
quoteNumber: quote.QuoteNumber,
|
||||
quoteId: quote.Id);
|
||||
|
||||
@@ -942,7 +935,6 @@ public class PaymentPageViewModel
|
||||
public int InvoiceId { get; set; }
|
||||
public string Token { get; set; } = string.Empty;
|
||||
public string CustomerName { get; set; } = string.Empty;
|
||||
public string CustomerEmail { get; set; } = string.Empty;
|
||||
public string CompanyName { get; set; } = string.Empty;
|
||||
public decimal BalanceDue { get; set; }
|
||||
public decimal InvoiceTotal { get; set; }
|
||||
@@ -963,7 +955,6 @@ public class DepositPaymentPageViewModel
|
||||
public int QuoteId { get; set; }
|
||||
public string Token { get; set; } = string.Empty;
|
||||
public string CustomerName { get; set; } = string.Empty;
|
||||
public string CustomerEmail { get; set; } = string.Empty;
|
||||
public string CompanyName { get; set; } = string.Empty;
|
||||
public decimal DepositAmount { get; set; }
|
||||
public decimal QuoteTotal { get; set; }
|
||||
|
||||
@@ -14,12 +14,14 @@ public class PricingTiersController : Controller
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly IMapper _mapper;
|
||||
private readonly ILogger<PricingTiersController> _logger;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
|
||||
public PricingTiersController(IUnitOfWork unitOfWork, IMapper mapper, ILogger<PricingTiersController> logger)
|
||||
public PricingTiersController(IUnitOfWork unitOfWork, IMapper mapper, ILogger<PricingTiersController> logger, ITenantContext tenantContext)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_mapper = mapper;
|
||||
_logger = logger;
|
||||
_tenantContext = tenantContext;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
@@ -27,8 +29,9 @@ public class PricingTiersController : Controller
|
||||
/// </summary>
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var tiers = await _unitOfWork.PricingTiers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var tiers = await _unitOfWork.PricingTiers.FindAsync(t => t.CompanyId == companyId);
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
|
||||
var customerCountByTier = customers
|
||||
.Where(c => c.PricingTierId.HasValue)
|
||||
|
||||
@@ -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();
|
||||
}
|
||||
|
||||
@@ -3823,6 +3824,49 @@ public class QuotesController : Controller
|
||||
}
|
||||
return (company.LogoData, company.LogoContentType);
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
/// Inline-edits description, quantity, and unit price on a single quote line item.
|
||||
/// Adjusts stored quote totals by the price delta so the sidebar stays accurate.
|
||||
/// Returns updated totals so the page can reflect the change without a reload.
|
||||
/// </summary>
|
||||
[HttpPost]
|
||||
[ValidateAntiForgeryToken]
|
||||
public async Task<IActionResult> PatchItem([FromBody] PatchQuoteItemRequest request)
|
||||
{
|
||||
var currentUser = await _userManager.GetUserAsync(User);
|
||||
if (currentUser == null) return Unauthorized();
|
||||
|
||||
var item = await _unitOfWork.QuoteItems.GetByIdAsync(request.ItemId);
|
||||
if (item == null) return NotFound();
|
||||
|
||||
var quote = await _unitOfWork.Quotes.GetByIdAsync(item.QuoteId);
|
||||
if (quote == null || quote.CompanyId != currentUser.CompanyId) return NotFound();
|
||||
|
||||
var oldTotal = item.TotalPrice;
|
||||
item.Description = request.Description.Trim();
|
||||
item.Quantity = request.Quantity;
|
||||
item.UnitPrice = request.UnitPrice;
|
||||
item.TotalPrice = Math.Round(request.Quantity * request.UnitPrice, 2);
|
||||
await _unitOfWork.QuoteItems.UpdateAsync(item);
|
||||
|
||||
// Cascade delta through stored totals without re-running the pricing engine
|
||||
var delta = item.TotalPrice - oldTotal;
|
||||
quote.ItemsSubtotal += delta;
|
||||
quote.SubTotal += delta;
|
||||
quote.SubtotalAfterDiscount = quote.SubTotal - quote.DiscountAmount;
|
||||
quote.TaxAmount = Math.Round(quote.SubtotalAfterDiscount * quote.TaxPercent / 100m, 2);
|
||||
quote.Total = Math.Round(quote.SubtotalAfterDiscount + quote.RushFee + quote.TaxAmount, 2);
|
||||
await _unitOfWork.Quotes.UpdateAsync(quote);
|
||||
await _unitOfWork.CompleteAsync();
|
||||
|
||||
return Json(new {
|
||||
lineTotal = item.TotalPrice,
|
||||
subtotal = quote.SubTotal,
|
||||
taxAmount = quote.TaxAmount,
|
||||
total = quote.Total
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
// Request model for AJAX pricing calculation
|
||||
@@ -3833,3 +3877,11 @@ public class UpdateQuoteStatusRequest
|
||||
public int QuoteId { get; set; }
|
||||
public int StatusId { get; set; }
|
||||
}
|
||||
|
||||
public class PatchQuoteItemRequest
|
||||
{
|
||||
public int ItemId { get; set; }
|
||||
public string Description { get; set; } = string.Empty;
|
||||
public decimal Quantity { get; set; }
|
||||
public decimal UnitPrice { get; set; }
|
||||
}
|
||||
|
||||
@@ -44,7 +44,8 @@ public class RecurringTemplatesController : Controller
|
||||
/// <summary>Lists all recurring templates for the current company, active first then by name.</summary>
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var templates = await _unitOfWork.RecurringTemplates.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var templates = await _unitOfWork.RecurringTemplates.FindAsync(t => t.CompanyId == companyId);
|
||||
return View(templates.OrderByDescending(t => t.IsActive).ThenBy(t => t.Name).ToList());
|
||||
}
|
||||
|
||||
@@ -425,11 +426,12 @@ public class RecurringTemplatesController : Controller
|
||||
/// <summary>Loads dropdowns for vendors, accounts, and payment methods into ViewBag.</summary>
|
||||
private async Task PopulateDropDownsAsync()
|
||||
{
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId);
|
||||
ViewBag.Vendors = vendors.OrderBy(v => v.CompanyName)
|
||||
.Select(v => new SelectListItem(v.CompanyName, v.Id.ToString())).ToList();
|
||||
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
ViewBag.APAccounts = accounts
|
||||
.Where(a => a.AccountSubType == AccountSubType.AccountsPayable)
|
||||
.OrderBy(a => a.AccountNumber)
|
||||
|
||||
@@ -11,6 +11,7 @@ using PowderCoating.Core.Interfaces;
|
||||
using PowderCoating.Core.Entities;
|
||||
using PowderCoating.Shared.Constants;
|
||||
using PowderCoating.Web.ViewModels.Reports;
|
||||
using System.Security.Claims;
|
||||
|
||||
namespace PowderCoating.Web.Controllers;
|
||||
|
||||
@@ -25,8 +26,9 @@ public class ReportsController : Controller
|
||||
private readonly UserManager<ApplicationUser> _userManager;
|
||||
private readonly IAccountingAiService _accountingAi;
|
||||
private readonly IAiUsageLogger _usageLogger;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
|
||||
public ReportsController(IUnitOfWork unitOfWork, ILogger<ReportsController> logger, IFinancialReportService financialReports, IOperationalReportService operationalReports, IPdfService pdfService, UserManager<ApplicationUser> userManager, IAccountingAiService accountingAi, IAiUsageLogger usageLogger)
|
||||
public ReportsController(IUnitOfWork unitOfWork, ILogger<ReportsController> logger, IFinancialReportService financialReports, IOperationalReportService operationalReports, IPdfService pdfService, UserManager<ApplicationUser> userManager, IAccountingAiService accountingAi, IAiUsageLogger usageLogger, ITenantContext tenantContext)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_logger = logger;
|
||||
@@ -36,6 +38,7 @@ public class ReportsController : Controller
|
||||
_userManager = userManager;
|
||||
_accountingAi = accountingAi;
|
||||
_usageLogger = usageLogger;
|
||||
_tenantContext = tenantContext;
|
||||
}
|
||||
|
||||
/// <summary>
|
||||
@@ -79,27 +82,26 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
// Load only necessary data - optimized with filtering and minimal eager loading
|
||||
// Jobs: Load all jobs (we need various status filters and the collection is needed for job status distribution)
|
||||
// Note: Date filtering would exclude data needed for jobsByStatus calculation
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
// Load only necessary data — all explicitly scoped to this company
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
|
||||
// Quotes: Load all quotes (needed for quote status distribution and conversion funnel)
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.Customer, q => q.QuoteStatus)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.Customer, q => q.QuoteStatus)).ToList();
|
||||
|
||||
// Customers: Load all (needed for active count and customer creation trend across all months)
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
|
||||
// Equipment: Load all for status distribution
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
|
||||
// Inventory: Load all for low stock analysis
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
|
||||
// Appointments: Filter to relevant date range at DB level
|
||||
var appointments = (await _unitOfWork.Appointments.FindAsync(
|
||||
a => a.ScheduledStartTime >= startDate,
|
||||
a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate,
|
||||
false,
|
||||
a => a.Customer,
|
||||
a => a.AppointmentType,
|
||||
@@ -108,7 +110,7 @@ public class ReportsController : Controller
|
||||
// Users with assigned jobs/appointments will be loaded below when building worker stats
|
||||
|
||||
// CatalogItems: Load all for category distribution
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.GetAllAsync(false, c => c.Category)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId, false, c => c.Category)).ToList();
|
||||
|
||||
// === OVERVIEW METRICS ===
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
@@ -382,7 +384,7 @@ public class ReportsController : Controller
|
||||
.ToDictionary(g => g.Key, g => g.Count());
|
||||
|
||||
// === FINANCIAL ANALYTICS ===
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
|
||||
var totalInvoiced = activeInvoices.Sum(i => i.Total);
|
||||
@@ -781,7 +783,7 @@ public class ReportsController : Controller
|
||||
|
||||
// === POWDER CONSUMPTION VS PURCHASE ===
|
||||
var allInventoryTransactions = (await _unitOfWork.InventoryTransactions
|
||||
.GetAllAsync(false, t => t.InventoryItem))
|
||||
.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem))
|
||||
.ToList();
|
||||
|
||||
var powderConsumptionItems = allInventoryTransactions
|
||||
@@ -1309,14 +1311,15 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.QuoteStatus)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allAppointments = await _unitOfWork.Appointments.GetAllAsync(false, a => a.AppointmentStatus);
|
||||
var appointments = allAppointments.Where(a => a.ScheduledStartTime >= startDate).ToList();
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allAppointments = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate, false, a => a.AppointmentStatus);
|
||||
var appointments = allAppointments.ToList();
|
||||
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var activeJobs = jobs.Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
@@ -1384,7 +1387,8 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).ToList();
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var inRange = completedJobs.Where(j => j.UpdatedAt >= startDate).ToList();
|
||||
var byMonth = inRange.GroupBy(j => new DateTime(j.UpdatedAt!.Value.Year, j.UpdatedAt.Value.Month, 1)).ToDictionary(g => g.Key, g => g.ToList());
|
||||
@@ -1430,12 +1434,13 @@ public class ReportsController : Controller
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING",
|
||||
"MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var jobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.GetAllAsync()).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allAppts = await _unitOfWork.Appointments.GetAllAsync(false, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointments = allAppts.Where(a => a.ScheduledStartTime >= startDate).ToList();
|
||||
var jobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus, j => j.JobPriority, j => j.AssignedUser)).ToList();
|
||||
var equipment = (await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId)).ToList();
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allAppts = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId && a.ScheduledStartTime >= startDate, false, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointments = allAppts.ToList();
|
||||
|
||||
var activeJobs = jobs.Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var completedJobs = jobs.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
@@ -1483,10 +1488,11 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.GetAllAsync(false, q => q.QuoteStatus)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.GetAllAsync(false, c => c.Category)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority))
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var quotes = (await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId, false, q => q.QuoteStatus)).ToList();
|
||||
var catalogItems = (await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId, false, c => c.Category)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority))
|
||||
.Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
|
||||
var customersByMonth = customers.Where(c => c.CreatedAt >= startDate).GroupBy(c => new DateTime(c.CreatedAt.Year, c.CreatedAt.Month, 1)).ToDictionary(g => g.Key, g => g.Count());
|
||||
@@ -1523,7 +1529,8 @@ public class ReportsController : Controller
|
||||
if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var outstandingInvoices = activeInvoices.Where(i => i.Status != InvoiceStatus.Paid && i.Total > i.AmountPaid).ToList();
|
||||
var overdueInvoices = activeInvoices.Where(i => i.Status != InvoiceStatus.Paid && i.DueDate.HasValue && i.DueDate.Value < today).ToList();
|
||||
@@ -1574,7 +1581,8 @@ public class ReportsController : Controller
|
||||
|
||||
var monthLabels = new List<string>(); var monthlyBillsPaid = new List<decimal>(); var monthlyDirectExpenses = new List<decimal>();
|
||||
// Also load collected payments for P&L comparison
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Payments)).ToList();
|
||||
var paymentsByMonth = allInvoices.SelectMany(i => i.Payments.Where(p => !p.IsDeleted)).GroupBy(p => new DateTime(p.PaymentDate.Year, p.PaymentDate.Month, 1)).ToDictionary(g => g.Key, g => g.ToList());
|
||||
var plRevenue = new List<decimal>(); var plExpenses = new List<decimal>(); var plNet = new List<decimal>();
|
||||
for (var i = months - 1; i >= 0; i--)
|
||||
@@ -1609,8 +1617,10 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var startDate = now.AddMonths(-months);
|
||||
var powderTransactions = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem))
|
||||
.Where(t => t.TransactionType == InventoryTransactionType.JobUsage && t.TransactionDate >= startDate).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var powderTransactions = (await _unitOfWork.InventoryTransactions.FindAsync(
|
||||
t => t.CompanyId == companyId && t.TransactionType == InventoryTransactionType.JobUsage && t.TransactionDate >= startDate, false, t => t.InventoryItem))
|
||||
.ToList();
|
||||
|
||||
var topColors = powderTransactions.Where(t => t.InventoryItem != null).GroupBy(t => t.InventoryItemId)
|
||||
.Select(g => new PowderUsageByColorItem { InventoryItemId = g.Key, ColorName = g.First().InventoryItem!.ColorName ?? g.First().InventoryItem.Name, ColorCode = g.First().InventoryItem!.ColorCode, SKU = g.First().InventoryItem!.SKU, Manufacturer = g.First().InventoryItem!.Manufacturer, TotalLbsUsed = g.Sum(t => Math.Abs(t.Quantity)), TotalCost = g.Sum(t => Math.Abs(t.TotalCost)), JobCount = g.Where(t => !string.IsNullOrEmpty(t.Reference)).Select(t => t.Reference).Distinct().Count() })
|
||||
@@ -1631,7 +1641,8 @@ public class ReportsController : Controller
|
||||
/// <summary>Sales by Customer report — all active (non-voided) invoices grouped by customer, sorted by total invoiced.</summary>
|
||||
public async Task<IActionResult> SalesByCustomer(int months = 6)
|
||||
{
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var items = activeInvoices.Where(i => i.Customer != null)
|
||||
.GroupBy(i => new { i.CustomerId, Name = i.Customer!.IsCommercial ? i.Customer.CompanyName : $"{i.Customer.ContactFirstName} {i.Customer.ContactLastName}".Trim(), i.Customer.IsCommercial })
|
||||
@@ -1650,8 +1661,9 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync()).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId)).ToList();
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var items = customers.Where(c => c.IsActive).Select(c =>
|
||||
{
|
||||
var cJobs = completedJobs.Where(j => j.CustomerId == c.Id).ToList();
|
||||
@@ -1682,7 +1694,8 @@ public class ReportsController : Controller
|
||||
{
|
||||
var now = DateTime.UtcNow;
|
||||
var completedStatusCodes = new[] { "COMPLETED", "READY_FOR_PICKUP", "DELIVERED" };
|
||||
var completedJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode) && j.CompletedDate.HasValue).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var completedJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.JobStatus)).Where(j => completedStatusCodes.Contains(j.JobStatus.StatusCode) && j.CompletedDate.HasValue).ToList();
|
||||
var allStatusHistory = await _operationalReports.GetAllJobStatusHistoryAsync();
|
||||
var historyByJob = allStatusHistory.GroupBy(h => h.JobId).ToDictionary(g => g.Key, g => g.OrderBy(h => h.ChangedDate).ToList());
|
||||
var statusDisplayOrder = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING", "MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK" };
|
||||
@@ -1720,7 +1733,8 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
var activeStatusCodes = new[] { "PENDING", "QUOTED", "APPROVED", "IN_PREPARATION", "SANDBLASTING", "MASKING_TAPING", "CLEANING", "IN_OVEN", "COATING", "CURING", "QUALITY_CHECK", "ON_HOLD" };
|
||||
var activeJobs = (await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var activeJobs = (await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority)).Where(j => activeStatusCodes.Contains(j.JobStatus.StatusCode)).ToList();
|
||||
var items = activeJobs.Select(j => new JobStatusAgingItem
|
||||
{
|
||||
JobId = j.Id, JobNumber = j.JobNumber, CustomerName = j.Customer?.IsCommercial == true ? j.Customer.CompanyName ?? "Unknown" : $"{j.Customer?.ContactFirstName} {j.Customer?.ContactLastName}".Trim(),
|
||||
@@ -1740,7 +1754,8 @@ public class ReportsController : Controller
|
||||
{
|
||||
if (!AllowAccounting()) return RedirectToAction(nameof(Landing));
|
||||
var today = DateTime.Today;
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var items = allInvoices.Where(i => i.Customer != null && i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff && i.Status != InvoiceStatus.Paid)
|
||||
.Select(i =>
|
||||
{
|
||||
@@ -1758,7 +1773,8 @@ public class ReportsController : Controller
|
||||
/// </summary>
|
||||
public async Task<IActionResult> PowderConsumption(int months = 6)
|
||||
{
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem)).ToList();
|
||||
var items = allTx.Where(t => t.InventoryItem != null)
|
||||
.GroupBy(t => new { t.InventoryItemId, t.InventoryItem!.Name, t.InventoryItem.SKU, t.InventoryItem.ColorName, t.InventoryItem.ColorCode, t.InventoryItem.Manufacturer })
|
||||
.Select(g => new PowderConsumptionItem { InventoryItemId = g.Key.InventoryItemId, ItemName = g.Key.Name, SKU = g.Key.SKU, ColorName = g.Key.ColorName, ColorCode = g.Key.ColorCode, Manufacturer = g.Key.Manufacturer, TotalPurchasedLbs = g.Where(t => t.TransactionType == InventoryTransactionType.Purchase || t.TransactionType == InventoryTransactionType.Initial).Sum(t => t.Quantity), TotalConsumedLbs = g.Where(t => t.TransactionType == InventoryTransactionType.JobUsage || t.TransactionType == InventoryTransactionType.Waste).Sum(t => Math.Abs(t.Quantity)), PurchaseCount = g.Count(t => t.TransactionType == InventoryTransactionType.Purchase), UsageJobCount = g.Where(t => t.TransactionType == InventoryTransactionType.JobUsage && !string.IsNullOrEmpty(t.Reference)).Select(t => t.Reference).Distinct().Count() })
|
||||
@@ -1776,8 +1792,9 @@ public class ReportsController : Controller
|
||||
public async Task<IActionResult> InventoryTurnover(int months = 6)
|
||||
{
|
||||
var daysInPeriod = months * 30.0;
|
||||
var inventory = (await _unitOfWork.InventoryItems.GetAllAsync()).ToList();
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.GetAllAsync(false, t => t.InventoryItem)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var inventory = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList();
|
||||
var allTx = (await _unitOfWork.InventoryTransactions.FindAsync(t => t.CompanyId == companyId, false, t => t.InventoryItem)).ToList();
|
||||
var items = inventory.Where(i => i.IsActive).Select(i =>
|
||||
{
|
||||
var iTx = allTx.Where(t => t.InventoryItemId == i.Id).ToList();
|
||||
@@ -1835,8 +1852,9 @@ public class ReportsController : Controller
|
||||
var now = DateTime.UtcNow;
|
||||
var today = DateTime.Today;
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
// Load invoices for AR data
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
var outstandingInvoices = activeInvoices.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Paid).ToList();
|
||||
|
||||
@@ -1930,13 +1948,14 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var today = DateTime.Today;
|
||||
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
// Open AR invoices
|
||||
var openInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments))
|
||||
var openInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments))
|
||||
.Where(i => i.BalanceDue > 0 && i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff && i.Status != InvoiceStatus.Paid)
|
||||
.ToList();
|
||||
|
||||
// Compute avg days to pay per customer from paid invoices
|
||||
var paidInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Payments))
|
||||
var paidInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Payments))
|
||||
.Where(i => i.Status == InvoiceStatus.Paid && i.InvoiceDate != default)
|
||||
.ToList();
|
||||
var avgDaysByCustomer = paidInvoices
|
||||
@@ -2137,7 +2156,8 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var today = DateTime.Today;
|
||||
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments)).ToList();
|
||||
var activeInvoices = allInvoices.Where(i =>
|
||||
i.Status != InvoiceStatus.Voided &&
|
||||
i.Status != InvoiceStatus.WrittenOff).ToList();
|
||||
@@ -2256,8 +2276,9 @@ public class ReportsController : Controller
|
||||
var companyName = await GetCompanyNameAsync();
|
||||
var now = DateTime.UtcNow;
|
||||
var startOfYear = new DateTime(now.Year, 1, 1);
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
|
||||
var allInvoices = (await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Payments))
|
||||
var allInvoices = (await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId, false, i => i.Customer, i => i.Payments))
|
||||
.Where(i => i.Status != InvoiceStatus.Voided && i.Status != InvoiceStatus.WrittenOff)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -15,11 +15,13 @@ namespace PowderCoating.Web.Controllers;
|
||||
public class SmsConsentAuditController : Controller
|
||||
{
|
||||
private readonly IUnitOfWork _unitOfWork;
|
||||
private readonly ITenantContext _tenantContext;
|
||||
private readonly ILogger<SmsConsentAuditController> _logger;
|
||||
|
||||
public SmsConsentAuditController(IUnitOfWork unitOfWork, ILogger<SmsConsentAuditController> logger)
|
||||
public SmsConsentAuditController(IUnitOfWork unitOfWork, ITenantContext tenantContext, ILogger<SmsConsentAuditController> logger)
|
||||
{
|
||||
_unitOfWork = unitOfWork;
|
||||
_tenantContext = tenantContext;
|
||||
_logger = logger;
|
||||
}
|
||||
|
||||
@@ -30,7 +32,8 @@ public class SmsConsentAuditController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var allCustomers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allCustomers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
|
||||
|
||||
if (!string.IsNullOrWhiteSpace(search))
|
||||
{
|
||||
@@ -98,7 +101,8 @@ public class SmsConsentAuditController : Controller
|
||||
{
|
||||
try
|
||||
{
|
||||
var customers = (await _unitOfWork.Customers.GetAllAsync())
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var customers = (await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId))
|
||||
.OrderBy(c => c.CompanyName ?? c.ContactLastName ?? c.ContactFirstName)
|
||||
.ToList();
|
||||
|
||||
|
||||
@@ -32,7 +32,8 @@ public class TaxRatesController : Controller
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> Index()
|
||||
{
|
||||
var rates = await _unitOfWork.TaxRates.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var rates = await _unitOfWork.TaxRates.FindAsync(r => r.CompanyId == companyId);
|
||||
return View(rates.OrderBy(r => r.Name).ToList());
|
||||
}
|
||||
|
||||
|
||||
@@ -87,7 +87,8 @@ public class ToolsController : Controller
|
||||
[HttpGet]
|
||||
public async Task<IActionResult> GetImportAccounts()
|
||||
{
|
||||
var allAccounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allAccounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
|
||||
var revenue = allAccounts
|
||||
.Where(a => a.AccountType == AccountType.Revenue && a.IsActive)
|
||||
@@ -123,7 +124,8 @@ public class ToolsController : Controller
|
||||
/// </summary>
|
||||
private async Task PopulateImportAccountDropdownsAsync()
|
||||
{
|
||||
var allAccounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
|
||||
var allAccounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId);
|
||||
|
||||
var revenueAccounts = allAccounts
|
||||
.Where(a => a.AccountType == AccountType.Revenue && a.IsActive)
|
||||
@@ -1102,7 +1104,7 @@ public class ToolsController : Controller
|
||||
|
||||
// Validate account IDs belong to this company — stale page load can produce IDs
|
||||
// that were valid before a data reset but no longer exist.
|
||||
var validAccountIds = (await _unitOfWork.Accounts.GetAllAsync())
|
||||
var validAccountIds = (await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value))
|
||||
.Select(a => a.Id).ToHashSet();
|
||||
if (revenueAccountId.HasValue && !validAccountIds.Contains(revenueAccountId.Value))
|
||||
revenueAccountId = null;
|
||||
@@ -1167,7 +1169,7 @@ public class ToolsController : Controller
|
||||
|
||||
// Validate account IDs belong to this company — stale page load can produce IDs
|
||||
// that were valid before a data reset but no longer exist.
|
||||
var validAccountIds = (await _unitOfWork.Accounts.GetAllAsync())
|
||||
var validAccountIds = (await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value))
|
||||
.Select(a => a.Id).ToHashSet();
|
||||
if (inventoryAccountId.HasValue && !validAccountIds.Contains(inventoryAccountId.Value))
|
||||
inventoryAccountId = null;
|
||||
@@ -1939,7 +1941,7 @@ public class ToolsController : Controller
|
||||
using (var archive = new System.IO.Compression.ZipArchive(memoryStream, System.IO.Compression.ZipArchiveMode.Create, true))
|
||||
{
|
||||
// 1. Customers
|
||||
var customers = await _unitOfWork.Customers.GetAllAsync();
|
||||
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId.Value);
|
||||
var customersCsv = GenerateCustomersCsv(customers);
|
||||
var customersEntry = archive.CreateEntry($"customers_{timestamp}.csv");
|
||||
using (var entryStream = customersEntry.Open())
|
||||
@@ -1949,7 +1951,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 2. Quotes
|
||||
var quotes = await _unitOfWork.Quotes.GetAllAsync(false, q => q.Customer, q => q.QuoteStatus);
|
||||
var quotes = await _unitOfWork.Quotes.FindAsync(q => q.CompanyId == companyId.Value, false, q => q.Customer, q => q.QuoteStatus);
|
||||
var quotesCsv = GenerateQuotesCsv(quotes);
|
||||
var quotesEntry = archive.CreateEntry($"quotes_{timestamp}.csv");
|
||||
using (var entryStream = quotesEntry.Open())
|
||||
@@ -1959,7 +1961,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 3. Jobs
|
||||
var jobs = await _unitOfWork.Jobs.GetAllAsync(false, j => j.Customer, j => j.JobStatus, j => j.JobPriority);
|
||||
var jobs = await _unitOfWork.Jobs.FindAsync(j => j.CompanyId == companyId.Value, false, j => j.Customer, j => j.JobStatus, j => j.JobPriority);
|
||||
var jobsCsv = GenerateJobsCsv(jobs);
|
||||
var jobsEntry = archive.CreateEntry($"jobs_{timestamp}.csv");
|
||||
using (var entryStream = jobsEntry.Open())
|
||||
@@ -1969,7 +1971,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 4. Appointments
|
||||
var appointments = await _unitOfWork.Appointments.GetAllAsync(false,
|
||||
var appointments = await _unitOfWork.Appointments.FindAsync(a => a.CompanyId == companyId.Value, false,
|
||||
a => a.Customer, a => a.AppointmentType, a => a.AppointmentStatus);
|
||||
var appointmentsCsv = GenerateAppointmentsCsv(appointments);
|
||||
var appointmentsEntry = archive.CreateEntry($"appointments_{timestamp}.csv");
|
||||
@@ -1980,9 +1982,9 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 5. Catalog
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.FindAsync(cc => cc.CompanyId == companyId.Value);
|
||||
var catalogCategoryPaths = BuildCategoryPathMap(catalogCategories);
|
||||
var catalog = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
var catalog = await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId.Value);
|
||||
var catalogCsv = GenerateCatalogCsv(catalog, catalogCategoryPaths);
|
||||
var catalogEntry = archive.CreateEntry($"catalog_{timestamp}.csv");
|
||||
using (var entryStream = catalogEntry.Open())
|
||||
@@ -1992,7 +1994,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 6. Inventory
|
||||
var inventory = await _unitOfWork.InventoryItems.GetAllAsync();
|
||||
var inventory = await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId.Value);
|
||||
var inventoryCsv = GenerateInventoryCsv(inventory);
|
||||
var inventoryEntry = archive.CreateEntry($"inventory_{timestamp}.csv");
|
||||
using (var entryStream = inventoryEntry.Open())
|
||||
@@ -2002,7 +2004,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 7. Equipment
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId.Value);
|
||||
var equipmentCsv = GenerateEquipmentCsv(equipment);
|
||||
var equipmentEntry = archive.CreateEntry($"equipment_{timestamp}.csv");
|
||||
using (var entryStream = equipmentEntry.Open())
|
||||
@@ -2012,7 +2014,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 8. Maintenance
|
||||
var maintenance = await _unitOfWork.MaintenanceRecords.GetAllAsync(false, m => m.Equipment);
|
||||
var maintenance = await _unitOfWork.MaintenanceRecords.FindAsync(m => m.CompanyId == companyId.Value, false, m => m.Equipment);
|
||||
var maintenanceCsv = GenerateMaintenanceCsv(maintenance);
|
||||
var maintenanceEntry = archive.CreateEntry($"maintenance_{timestamp}.csv");
|
||||
using (var entryStream = maintenanceEntry.Open())
|
||||
@@ -2022,7 +2024,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 9. Vendors
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId.Value);
|
||||
var vendorsCsv = GenerateVendorsCsv(vendors);
|
||||
var vendorsEntry = archive.CreateEntry($"vendors_{timestamp}.csv");
|
||||
using (var entryStream = vendorsEntry.Open())
|
||||
@@ -2032,7 +2034,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 10. Prep Services
|
||||
var prepServices = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.CompanyId == companyId.Value);
|
||||
var prepServicesCsv = GeneratePrepServicesCsv(prepServices);
|
||||
var prepServicesEntry = archive.CreateEntry($"prep_services_{timestamp}.csv");
|
||||
using (var entryStream = prepServicesEntry.Open())
|
||||
@@ -2042,7 +2044,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 11. Invoices
|
||||
var invoices = await _unitOfWork.Invoices.GetAllAsync(false, i => i.Customer, i => i.Job);
|
||||
var invoices = await _unitOfWork.Invoices.FindAsync(i => i.CompanyId == companyId.Value, false, i => i.Customer, i => i.Job);
|
||||
var invoicesCsv = GenerateInvoicesCsv(invoices);
|
||||
var invoicesEntry = archive.CreateEntry($"invoices_{timestamp}.csv");
|
||||
using (var entryStream = invoicesEntry.Open())
|
||||
@@ -2052,7 +2054,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 12. Chart of Accounts
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
|
||||
var accountsCsv = GenerateChartOfAccountsCsv(accounts);
|
||||
var accountsEntry = archive.CreateEntry($"chart_of_accounts_{timestamp}.csv");
|
||||
using (var entryStream = accountsEntry.Open())
|
||||
@@ -2062,7 +2064,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 13. Expenses
|
||||
var expenses = await _unitOfWork.Expenses.GetAllAsync(false, e => e.ExpenseAccount, e => e.PaymentAccount, e => e.Vendor, e => e.Job);
|
||||
var expenses = await _unitOfWork.Expenses.FindAsync(e => e.CompanyId == companyId.Value, false, e => e.ExpenseAccount, e => e.PaymentAccount, e => e.Vendor, e => e.Job);
|
||||
var expensesCsv = GenerateExpensesCsv(expenses);
|
||||
var expensesEntry = archive.CreateEntry($"expenses_{timestamp}.csv");
|
||||
using (var entryStream = expensesEntry.Open())
|
||||
@@ -2072,7 +2074,7 @@ public class ToolsController : Controller
|
||||
}
|
||||
|
||||
// 14. Payments
|
||||
var payments = await _unitOfWork.Payments.GetAllAsync(false, p => p.Invoice);
|
||||
var payments = await _unitOfWork.Payments.FindAsync(p => p.CompanyId == companyId.Value, false, p => p.Invoice);
|
||||
var paymentsCsv = GeneratePaymentsCsv(payments);
|
||||
var paymentsEntry = archive.CreateEntry($"payments_{timestamp}.csv");
|
||||
using (var entryStream = paymentsEntry.Open())
|
||||
@@ -2258,9 +2260,9 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.GetAllAsync();
|
||||
var catalogCategories = await _unitOfWork.CatalogCategories.FindAsync(cc => cc.CompanyId == companyId.Value);
|
||||
var catalogCategoryPaths = BuildCategoryPathMap(catalogCategories);
|
||||
var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync();
|
||||
var catalogItems = await _unitOfWork.CatalogItems.FindAsync(ci => ci.CompanyId == companyId.Value);
|
||||
var csv = GenerateCatalogCsv(catalogItems, catalogCategoryPaths);
|
||||
var fileName = $"catalog_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -2326,7 +2328,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var equipment = await _unitOfWork.Equipment.GetAllAsync();
|
||||
var equipment = await _unitOfWork.Equipment.FindAsync(e => e.CompanyId == companyId.Value);
|
||||
var csv = GenerateEquipmentCsv(equipment);
|
||||
var fileName = $"equipment_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -2407,13 +2409,13 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
// Load all lookup tables
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
|
||||
var quoteStatuses = await _unitOfWork.QuoteStatusLookups.GetAllAsync();
|
||||
var inventoryCategories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
|
||||
var appointmentStatuses = await _unitOfWork.AppointmentStatusLookups.GetAllAsync();
|
||||
var appointmentTypes = await _unitOfWork.AppointmentTypeLookups.GetAllAsync();
|
||||
// Load all lookup tables — scoped to this company
|
||||
var jobStatuses = await _unitOfWork.JobStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var jobPriorities = await _unitOfWork.JobPriorityLookups.FindAsync(p => p.CompanyId == companyId.Value);
|
||||
var quoteStatuses = await _unitOfWork.QuoteStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var inventoryCategories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId.Value);
|
||||
var appointmentStatuses = await _unitOfWork.AppointmentStatusLookups.FindAsync(s => s.CompanyId == companyId.Value);
|
||||
var appointmentTypes = await _unitOfWork.AppointmentTypeLookups.FindAsync(t => t.CompanyId == companyId.Value);
|
||||
|
||||
var csv = GenerateCompanySettingsCsv(company, jobStatuses, jobPriorities,
|
||||
quoteStatuses, inventoryCategories, appointmentStatuses, appointmentTypes);
|
||||
@@ -4092,7 +4094,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var prepServices = await _unitOfWork.PrepServices.GetAllAsync();
|
||||
var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.CompanyId == companyId.Value);
|
||||
var csv = GeneratePrepServicesCsv(prepServices);
|
||||
var fileName = $"prep_services_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -4124,7 +4126,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var vendors = await _unitOfWork.Vendors.GetAllAsync();
|
||||
var vendors = await _unitOfWork.Vendors.FindAsync(v => v.CompanyId == companyId.Value);
|
||||
var csv = GenerateVendorsCsv(vendors);
|
||||
var fileName = $"vendors_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
@@ -4156,7 +4158,7 @@ public class ToolsController : Controller
|
||||
return RedirectToAction(nameof(Index));
|
||||
}
|
||||
|
||||
var accounts = await _unitOfWork.Accounts.GetAllAsync();
|
||||
var accounts = await _unitOfWork.Accounts.FindAsync(a => a.CompanyId == companyId.Value);
|
||||
var csv = GenerateChartOfAccountsCsv(accounts);
|
||||
var fileName = $"chart_of_accounts_export_{DateTime.UtcNow:yyyyMMddHHmmss}.csv";
|
||||
|
||||
|
||||
@@ -215,6 +215,8 @@ public static class HelpKnowledgeBase
|
||||
|
||||
**Per-item cost breakdown:** On the Quote Details page, each line item shows a collapsible cost breakdown — click the row to expand it and see how material, labor, equipment, complexity, and markup were calculated for that specific item. This is useful for spotting which items are underpriced or where costs are concentrated.
|
||||
|
||||
**Inline item editing on quotes:** On the Quote Details page, any unit price, quantity, or item description can be edited in-place by clicking the value directly. Press Enter or click away to save; press Escape to cancel. The pricing summary (subtotal, discount, tax, and total) updates immediately without reloading the page.
|
||||
|
||||
**Pricing Mode (Markup vs Margin):** In Company Settings → Operating Costs you can choose between two pricing modes:
|
||||
- *Markup on Materials* (default) — the General Markup % is applied as a markup on top of calculated costs: `price = cost × (1 + markup%)`. A 25% markup on a $100 cost = $125.
|
||||
- *Target Margin on Total Cost* — the markup % is treated as a target gross margin: `price = cost ÷ (1 − margin%)`. A 25% margin on a $100 cost = $133.33. The difference grows at higher percentages.
|
||||
@@ -265,12 +267,15 @@ public static class HelpKnowledgeBase
|
||||
**Job Priorities (color-coded):**
|
||||
- Low (grey), Normal (blue), High (orange), Urgent (red), Rush (purple)
|
||||
|
||||
**Jobs list default view:** The Jobs list opens on the **On Floor** filter by default — showing only active jobs (excludes Completed, Ready for Pickup, Delivered, Cancelled). Use the filter pills at the top to switch views: **All** shows every job regardless of status; **On Floor** shows active work; **Overdue** shows past-due active jobs; **Ready** shows jobs awaiting customer pickup; **Completed** shows all finished jobs (Completed + Ready for Pickup + Delivered). Each pill shows a live global count.
|
||||
|
||||
**How to create a job:**
|
||||
1. Go to [Jobs](/Jobs) → "New Job"
|
||||
2. Select customer
|
||||
3. Add line items (same wizard as quotes: Calculated, Custom Work, or AI Photo)
|
||||
4. Set priority, due date, assigned worker, special instructions
|
||||
5. Save
|
||||
5. Optionally set Oven & Batch Settings — select a named oven, number of batches, and cycle time. These affect the oven cost in pricing.
|
||||
6. Save
|
||||
|
||||
**Job Priority Board:** [/JobsPriority](/JobsPriority) — Kanban-style view of all active jobs sorted by priority and status.
|
||||
|
||||
@@ -302,7 +307,13 @@ 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." 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.
|
||||
**Inline item price editing:** On the Job Details page, any unit price, quantity, or item description can be edited in-place without opening the full edit form. Click the value — it becomes an input field. Type the new value, then press Enter or click away to save (Escape cancels). The pricing summary card (Items Subtotal, Subtotal, Tax, and Total) and the Job Costing card both update immediately without a page reload.
|
||||
|
||||
**Job Costing revenue:** The Job Costing card uses the job's Final Price as the revenue figure — not the linked invoice total. This means inline price edits are reflected in the profit margin estimate immediately, even before an invoice exists.
|
||||
|
||||
**Completing a job:** When a job is ready to mark complete, click the **Complete Job** button on the Job Details page. A modal appears asking you to confirm the completion date, actual hours spent, and final price. If the job used powder from inventory, you will be asked to enter the actual lbs used — the modal groups all coats by unique powder color (not per coat or per item) so you fill in one quantity per powder. The system deducts the entered amounts from inventory, crediting any quantities already logged via QR scan. Once confirmed, the job advances to Completed status, and you are prompted to create the invoice if one does not exist.
|
||||
|
||||
**Creating an invoice from a job:** On the Job Details page, look for the Invoice section and click "Create Invoice." The system pre-fills all line items, pricing, discount, tax rate, payment terms, and due date from the job and customer automatically. Line item descriptions include the coat color(s) for each item (e.g., "Color1 / Color2" if multiple coats), helping customers distinguish repeated items on the invoice. Review the Totals panel on the right — if a discount was applied to the job it will show as a red "Discount Applied" line. Adjust anything you need, then save.
|
||||
|
||||
**Work Order QR Codes:** Every printed job work order includes two tiers of QR codes — one for viewing the job, and a separate set for taking action on it. All QR codes require the worker to be logged in.
|
||||
|
||||
@@ -352,6 +363,8 @@ public static class HelpKnowledgeBase
|
||||
|
||||
**Payment methods:** Cash, Check, Credit/Debit Card, Bank Transfer (ACH), Digital Payment, Store Credit
|
||||
|
||||
**Inline item editing on invoices:** On the Invoice Details page, unit prices, quantities, and item descriptions can be edited in-place while the invoice is in Draft status. Click the value — it becomes an input field. Press Enter or click away to save; press Escape to cancel. The invoice total updates immediately. Line items are locked once the invoice is Sent.
|
||||
|
||||
**Sending an invoice:** Invoice Details → "Send" — emails PDF to customer.
|
||||
|
||||
**Online Payments:** [/Invoices/OnlinePayments](/Invoices/OnlinePayments) — Lists invoices with a shareable payment link the customer can pay without logging in. Requires Stripe Connect to be set up first (see below).
|
||||
|
||||
@@ -240,6 +240,7 @@ builder.Services.AddHostedService<AuditLogRetentionBackgroundService>();
|
||||
builder.Services.AddHostedService<StripeWebhookRetentionBackgroundService>();
|
||||
builder.Services.AddHostedService<SetupWizardReminderBackgroundService>();
|
||||
builder.Services.AddHostedService<RecurringTransactionService>();
|
||||
builder.Services.AddHostedService<AppointmentReminderBackgroundService>();
|
||||
builder.Services.AddScoped<ISubscriptionService, SubscriptionService>();
|
||||
builder.Services.AddScoped<IStripeService, StripeService>();
|
||||
builder.Services.AddScoped<IStripeConnectService, StripeConnectService>();
|
||||
@@ -633,7 +634,7 @@ app.Use(async (context, next) =>
|
||||
: "'self' 'unsafe-inline' https://cdn.jsdelivr.net https://code.jquery.com https://js.stripe.com";
|
||||
|
||||
var cspConnectSrc = app.Environment.IsDevelopment()
|
||||
? "'self' wss://localhost:* https://cdn.jsdelivr.net https://api.stripe.com" // Allow hot reload WebSocket in dev
|
||||
? "'self' ws://localhost:* wss://localhost:* https://cdn.jsdelivr.net https://api.stripe.com" // Allow hot reload WebSocket in dev (ws:// for browser-refresh, wss:// for SignalR)
|
||||
: "'self' https://cdn.jsdelivr.net https://api.stripe.com";
|
||||
|
||||
context.Response.Headers.Append("Content-Security-Policy",
|
||||
@@ -652,6 +653,11 @@ app.Use(async (context, next) =>
|
||||
context.Response.Headers.Append("Permissions-Policy",
|
||||
"geolocation=(), microphone=(), camera=()");
|
||||
|
||||
// Prevent browsers from caching authenticated pages — avoids stale data and
|
||||
// browser-specific cache corruption bugs (e.g. Firefox caching a partial load).
|
||||
if (context.User.Identity?.IsAuthenticated == true)
|
||||
context.Response.Headers.Append("Cache-Control", "no-store");
|
||||
|
||||
await next();
|
||||
});
|
||||
|
||||
|
||||
@@ -72,14 +72,14 @@
|
||||
<input class="form-check-input" type="radio" name="format" value="xlsx" id="fmt_xlsx" checked />
|
||||
<label class="form-check-label" for="fmt_xlsx">
|
||||
<i class="bi bi-file-earmark-spreadsheet me-1 text-success"></i>
|
||||
Excel (.xlsx) — all sheets in one file
|
||||
Excel (.xlsx) — all sheets in one file
|
||||
</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="format" value="csv" id="fmt_csv" />
|
||||
<label class="form-check-label" for="fmt_csv">
|
||||
<i class="bi bi-file-zip me-1 text-warning"></i>
|
||||
CSV (.zip) — one file per sheet
|
||||
CSV (.zip) — one file per sheet
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
@@ -111,7 +111,7 @@
|
||||
document.getElementById('exportForm').addEventListener('submit', function () {
|
||||
var btn = document.getElementById('exportBtn');
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
// Re-enable after 10s in case browser blocks the download dialog
|
||||
setTimeout(function () {
|
||||
btn.disabled = false;
|
||||
|
||||
@@ -49,7 +49,7 @@
|
||||
<div class="mt-1 text-success" style="font-size:1.6rem;"><i class="bi bi-building"></i></div>
|
||||
<div>
|
||||
<div class="fw-semibold">QuickBooks Desktop</div>
|
||||
<div class="text-muted small">IIF files — import directly via File > Utilities > Import</div>
|
||||
<div class="text-muted small">IIF files — import directly via File > Utilities > Import</div>
|
||||
<div class="mt-2">
|
||||
<span class="badge bg-light text-dark border me-1">customers.iif</span>
|
||||
<span class="badge bg-light text-dark border me-1">invoices_payments.iif</span>
|
||||
@@ -146,7 +146,7 @@
|
||||
});
|
||||
}
|
||||
|
||||
// Init — mark CSV as selected by default
|
||||
// Init — mark CSV as selected by default
|
||||
document.getElementById('fmt-csv').checked = true;
|
||||
updateFormatCards();
|
||||
|
||||
@@ -154,7 +154,7 @@
|
||||
document.getElementById('exportForm').addEventListener('submit', function() {
|
||||
const btn = document.getElementById('exportBtn');
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-2"></span>Generating…';
|
||||
setTimeout(function() { btn.disabled = false; btn.innerHTML = '<i class="bi bi-download me-2"></i>Download Export Package'; }, 8000);
|
||||
});
|
||||
|
||||
|
||||
@@ -1,11 +1,11 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.CreateAccountDto
|
||||
@model PowderCoating.Application.DTOs.Accounting.CreateAccountDto
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "New Account";
|
||||
ViewData["PageIcon"] = "bi-journal-plus";
|
||||
ViewData["PageHelpTitle"] = "New Account";
|
||||
ViewData["PageHelpContent"] = "Add a custom account to the Chart of Accounts. Select a Sub-Type first — it auto-sets the Account Type. Use conventional numbering: 1000s = Assets, 2000s = Liabilities, 3000s = Equity, 4000s = Revenue, 5000s = Cost of Goods, 6000s+ = Expenses.";
|
||||
ViewData["PageHelpContent"] = "Add a custom account to the Chart of Accounts. Select a Sub-Type first — it auto-sets the Account Type. Use conventional numbering: 1000s = Assets, 2000s = Liabilities, 3000s = Equity, 4000s = Revenue, 5000s = Cost of Goods, 6000s+ = Expenses.";
|
||||
bool isInline = ViewBag.Inline == true;
|
||||
}
|
||||
|
||||
@@ -31,7 +31,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Account Number"
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique. Sub-accounts can use decimals (e.g. 6100.1).">
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique. Sub-accounts can use decimals (e.g. 6100.1).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -55,7 +55,7 @@
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="AccountType" asp-items="ViewBag.AccountTypes" class="form-select" id="accountTypeSelect">
|
||||
<option value="">— Select Type —</option>
|
||||
<option value="">— Select Type —</option>
|
||||
</select>
|
||||
<span asp-validation-for="AccountType" class="text-danger small"></span>
|
||||
</div>
|
||||
@@ -70,7 +70,7 @@
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="AccountSubType" asp-items="ViewBag.AccountSubTypes" class="form-select" id="accountSubTypeSelect">
|
||||
<option value="">— Select Sub-Type —</option>
|
||||
<option value="">— Select Sub-Type —</option>
|
||||
</select>
|
||||
<span asp-validation-for="AccountSubType" class="text-danger small"></span>
|
||||
<div class="form-text text-primary" id="typeAutoSetHint" style="display:none">
|
||||
@@ -89,12 +89,12 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Account"
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="ParentAccountId" asp-items="ViewBag.ParentAccounts" class="form-select">
|
||||
<option value="">— None (top-level account) —</option>
|
||||
<option value="">— None (top-level account) —</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
@@ -152,7 +152,7 @@
|
||||
|
||||
<script>
|
||||
(function () {
|
||||
// SubType enum values → AccountType enum values (mirrors server-side mapping)
|
||||
// SubType enum values â†' AccountType enum values (mirrors server-side mapping)
|
||||
const subTypeToAccountType = {
|
||||
8: 1, 1: 1, 2: 1, 3: 1, 4: 1, 5: 1, 6: 1, 7: 1, // Assets
|
||||
10: 2, 11: 2, 12: 2, 13: 2, // Liabilities
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditAccountDto
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditAccountDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Account";
|
||||
ViewData["PageIcon"] = "bi-pencil-square";
|
||||
ViewData["PageHelpTitle"] = "Edit Account";
|
||||
ViewData["PageHelpContent"] = "You can change number, name, type, sub-type, parent, and opening balance. Changing the account type or sub-type on an account that already has transactions is allowed but use caution — it changes how balances are reported going forward. Inactive accounts are hidden from pickers but preserved in history.";
|
||||
ViewData["PageHelpContent"] = "You can change number, name, type, sub-type, parent, and opening balance. Changing the account type or sub-type on an account that already has transactions is allowed but use caution — it changes how balances are reported going forward. Inactive accounts are hidden from pickers but preserved in history.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-start mb-4">
|
||||
@@ -27,7 +27,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Account Number"
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique.">
|
||||
data-bs-content="A numeric code for sorting and organizing accounts. Convention: 1000–1999 Assets, 2000–2999 Liabilities, 3000–3999 Equity, 4000–4999 Revenue, 5000–5999 Cost of Goods, 6000–9999 Expenses. Must be unique.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -81,12 +81,12 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Account"
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
data-bs-content="Nest this account under a parent to create a hierarchy — e.g. 'Powder Costs' under 'Cost of Goods Sold'. Sub-accounts roll up into their parent on financial reports. Most accounts work fine without a parent.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select asp-for="ParentAccountId" asp-items="ViewBag.ParentAccounts" class="form-select">
|
||||
<option value="">— None —</option>
|
||||
<option value="">— None —</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
|
||||
@@ -59,7 +59,7 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@* Bootstrap toast — confirmation before recalculating balances *@
|
||||
@* Bootstrap toast — confirmation before recalculating balances *@
|
||||
<div class="toast-container position-fixed top-50 start-50 translate-middle p-3" style="z-index:1100">
|
||||
<div id="recalcConfirmToast" class="toast align-items-center border-0 bg-dark text-white" role="alert" aria-atomic="true" data-bs-autohide="false">
|
||||
<div class="toast-body d-flex flex-column gap-2 py-3 px-3">
|
||||
@@ -153,7 +153,7 @@
|
||||
<span class="fw-medium">@acct.Name</span>
|
||||
@if (acct.IsSystem)
|
||||
{
|
||||
<span class="badge bg-secondary ms-1" title="System account — cannot be deleted">sys</span>
|
||||
<span class="badge bg-secondary ms-1" title="System account — cannot be deleted">sys</span>
|
||||
}
|
||||
</td>
|
||||
<td><span class="text-muted small">@acct.AccountSubType.ToDisplayName()</span></td>
|
||||
@@ -186,7 +186,7 @@
|
||||
@if (!acct.IsSystem)
|
||||
{
|
||||
<form asp-action="Delete" asp-route-id="@acct.Id" method="post" class="d-inline"
|
||||
onsubmit="return confirm('Delete account @acct.AccountNumber – @acct.Name?')">
|
||||
onsubmit="return confirm('Delete account @acct.AccountNumber – @acct.Name?')">
|
||||
@Html.AntiForgeryToken()
|
||||
<button type="submit" class="btn btn-sm btn-outline-danger" title="Delete">
|
||||
<i class="bi bi-trash"></i>
|
||||
@@ -219,7 +219,7 @@
|
||||
});
|
||||
});
|
||||
|
||||
// Recalculate Balances — show confirmation toast instead of native confirm()
|
||||
// Recalculate Balances — show confirmation toast instead of native confirm()
|
||||
const recalcToast = new bootstrap.Toast(document.getElementById('recalcConfirmToast'));
|
||||
|
||||
document.getElementById('btnRecalcBalances').addEventListener('click', () => {
|
||||
|
||||
@@ -2,7 +2,7 @@
|
||||
@using PowderCoating.Core.Enums
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Ledger — {Model.AccountNumber} {Model.Name}";
|
||||
ViewData["Title"] = $"Ledger — {Model.AccountNumber} {Model.Name}";
|
||||
ViewData["PageIcon"] = "bi-journal-text";
|
||||
ViewData["PageHelpTitle"] = "Account Ledger";
|
||||
ViewData["PageHelpContent"] = "A chronological list of every transaction posted to this account. Click any Reference to open the source record. Debit increases asset and expense accounts; credit increases liability, equity, and revenue accounts. Use the date range or quick buttons (This Month, YTD, etc.) to narrow the view.";
|
||||
@@ -60,7 +60,7 @@
|
||||
<nav aria-label="breadcrumb" class="mb-3">
|
||||
<ol class="breadcrumb">
|
||||
<li class="breadcrumb-item"><a asp-action="Index">Chart of Accounts</a></li>
|
||||
<li class="breadcrumb-item active">@Model.AccountNumber – @Model.Name</li>
|
||||
<li class="breadcrumb-item active">@Model.AccountNumber – @Model.Name</li>
|
||||
</ol>
|
||||
</nav>
|
||||
|
||||
@@ -166,7 +166,7 @@
|
||||
<i class="bi bi-journal-text me-1"></i>
|
||||
Transactions
|
||||
<span class="text-muted fw-normal small ms-1">
|
||||
@Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy")
|
||||
@Model.From.ToString("MMM d") – @Model.To.ToString("MMM d, yyyy")
|
||||
</span>
|
||||
</span>
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
@@ -205,7 +205,7 @@
|
||||
<!-- Opening balance row -->
|
||||
<tr class="table-light">
|
||||
<td class="text-muted small">@Model.From.ToString("MM/dd/yyyy")</td>
|
||||
<td><span class="fw-medium text-muted">—</span></td>
|
||||
<td><span class="fw-medium text-muted">—</span></td>
|
||||
<td><span class="badge bg-dark-subtle text-dark">Opening Balance</span></td>
|
||||
<td class="text-muted small">Balance brought forward as of @Model.From.ToString("MMM d, yyyy")</td>
|
||||
<td></td>
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@using PowderCoating.Core.Entities
|
||||
@using PowderCoating.Core.Entities
|
||||
@{
|
||||
ViewData["Title"] = "Year-End Close";
|
||||
ViewData["PageIcon"] = "bi-calendar-check";
|
||||
@@ -33,7 +33,7 @@
|
||||
<div class="alert alert-warning alert-permanent py-2 mb-4">
|
||||
<i class="bi bi-exclamation-triangle me-2"></i>
|
||||
<strong>What this does:</strong> Posts a Journal Entry dated December 31 that zeroes all Revenue
|
||||
and Expense account balances into Retained Earnings — the standard accounting close.
|
||||
and Expense account balances into Retained Earnings — the standard accounting close.
|
||||
Run this <strong>after</strong> all entries for the year are posted and the period is locked.
|
||||
A year can only be closed once.
|
||||
</div>
|
||||
@@ -99,7 +99,7 @@
|
||||
<tr>
|
||||
<td class="fw-bold">@c.ClosedYear</td>
|
||||
<td>@c.ClosedAt.ToLocalTime().ToString("MM/dd/yyyy h:mm tt")</td>
|
||||
<td>@(c.ClosedBy ?? "—")</td>
|
||||
<td>@(c.ClosedBy ?? "—")</td>
|
||||
<td>
|
||||
@if (c.JournalEntry != null)
|
||||
{
|
||||
|
||||
@@ -40,7 +40,7 @@
|
||||
</div>
|
||||
<div>
|
||||
<div class="fs-3 fw-bold">@Model.TotalCallsLast30Days.ToString("N0")</div>
|
||||
<div class="text-muted small">AI Calls — Last 30 Days</div>
|
||||
<div class="text-muted small">AI Calls — Last 30 Days</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -96,11 +96,11 @@
|
||||
<!-- Tier Legend -->
|
||||
<div class="d-flex flex-wrap gap-2 mb-3 align-items-center">
|
||||
<span class="text-muted small fw-semibold me-1">Usage Tier (last 30 days):</span>
|
||||
<span class="badge bg-secondary">Inactive — 0 calls</span>
|
||||
<span class="badge bg-success">Light — 1–10</span>
|
||||
<span class="badge bg-primary">Regular — 11–50</span>
|
||||
<span class="badge bg-warning text-dark">Heavy — 51–200</span>
|
||||
<span class="badge bg-danger">Power User — 200+</span>
|
||||
<span class="badge bg-secondary">Inactive — 0 calls</span>
|
||||
<span class="badge bg-success">Light — 1–10</span>
|
||||
<span class="badge bg-primary">Regular — 11–50</span>
|
||||
<span class="badge bg-warning text-dark">Heavy — 51–200</span>
|
||||
<span class="badge bg-danger">Power User — 200+</span>
|
||||
</div>
|
||||
|
||||
<!-- Main Table -->
|
||||
@@ -207,16 +207,16 @@
|
||||
</span>
|
||||
</td>
|
||||
<td class="text-center @(row.Today > 0 ? "fw-semibold" : "text-muted")">
|
||||
@(row.Today > 0 ? row.Today.ToString("N0") : "—")
|
||||
@(row.Today > 0 ? row.Today.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.Last7Days > 0 ? "fw-semibold" : "text-muted")">
|
||||
@(row.Last7Days > 0 ? row.Last7Days.ToString("N0") : "—")
|
||||
@(row.Last7Days > 0 ? row.Last7Days.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.Last30Days > 0 ? "fw-semibold" : "text-muted")">
|
||||
@(row.Last30Days > 0 ? row.Last30Days.ToString("N0") : "—")
|
||||
@(row.Last30Days > 0 ? row.Last30Days.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.AllTime > 0 ? "" : "text-muted")">
|
||||
@(row.AllTime > 0 ? row.AllTime.ToString("N0") : "—")
|
||||
@(row.AllTime > 0 ? row.AllTime.ToString("N0") : "—")
|
||||
</td>
|
||||
<td class="text-center @(row.PhotoCount > 0 ? "" : "text-muted")">
|
||||
@if (row.PhotoCount > 0)
|
||||
@@ -225,7 +225,7 @@
|
||||
}
|
||||
else
|
||||
{
|
||||
<span>—</span>
|
||||
<span>—</span>
|
||||
}
|
||||
</td>
|
||||
<td>
|
||||
@@ -244,7 +244,7 @@
|
||||
}
|
||||
else
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td class="text-center">
|
||||
|
||||
@@ -60,7 +60,7 @@
|
||||
onclick="window.location='@Url.Action("Edit", new { id = a.Id })'">
|
||||
<td>
|
||||
<div class="fw-medium">@a.Title</div>
|
||||
<small class="text-muted">@a.Message.Substring(0, Math.Min(60, a.Message.Length))@(a.Message.Length > 60 ? "…" : "")</small>
|
||||
<small class="text-muted">@a.Message.Substring(0, Math.Min(60, a.Message.Length))@(a.Message.Length > 60 ? "…" : "")</small>
|
||||
</td>
|
||||
<td><span class="badge @TypeBadge(a.Type)">@a.Type</span></td>
|
||||
<td>
|
||||
@@ -110,7 +110,7 @@
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@if (!Model.Any())
|
||||
|
||||
@@ -15,7 +15,7 @@
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium">Message <span class="text-danger">*</span></label>
|
||||
<textarea asp-for="Message" class="form-control" rows="3"
|
||||
placeholder="The platform will be offline for maintenance on Saturday from 2–4 AM ET." required></textarea>
|
||||
placeholder="The platform will be offline for maintenance on Saturday from 2–4 AM ET." required></textarea>
|
||||
<span asp-validation-for="Message" class="text-danger small"></span>
|
||||
</div>
|
||||
|
||||
@@ -42,7 +42,7 @@
|
||||
<div id="planTargetGroup" style="display:none">
|
||||
<label class="form-label fw-medium">Plan</label>
|
||||
<select asp-for="TargetPlan" class="form-select">
|
||||
<option value="">— select —</option>
|
||||
<option value="">— select —</option>
|
||||
@foreach (var p in planConfigs)
|
||||
{
|
||||
<option value="@p.Plan">@p.DisplayName</option>
|
||||
@@ -52,7 +52,7 @@
|
||||
<div id="companyTargetGroup" style="display:none">
|
||||
<label class="form-label fw-medium">Company</label>
|
||||
<select asp-for="TargetCompanyId" class="form-select">
|
||||
<option value="">— select —</option>
|
||||
<option value="">— select —</option>
|
||||
@foreach (var c in companies)
|
||||
{
|
||||
<option value="@c.Id">@c.CompanyName</option>
|
||||
@@ -93,7 +93,7 @@
|
||||
<label class="form-label fw-medium text-muted">Preview</label>
|
||||
<div id="announcementPreview" class="alert mb-0" role="alert">
|
||||
<strong id="previewTitle">@Model.Title</strong>
|
||||
<span id="previewMessage"> — @Model.Message</span>
|
||||
<span id="previewMessage"> — @Model.Message</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -113,7 +113,7 @@
|
||||
const preview = document.getElementById('announcementPreview');
|
||||
preview.className = 'alert mb-0 ' + (typeMap[type] || 'alert-info');
|
||||
document.getElementById('previewTitle').textContent = document.getElementById('Title').value || 'Title';
|
||||
document.getElementById('previewMessage').textContent = ' — ' + (document.getElementById('Message').value || 'Message');
|
||||
document.getElementById('previewMessage').textContent = ' — ' + (document.getElementById('Message').value || 'Message');
|
||||
}
|
||||
document.getElementById('Type')?.addEventListener('change', updatePreview);
|
||||
document.getElementById('Title')?.addEventListener('input', updatePreview);
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
@model PowderCoating.Application.DTOs.Appointment.CreateAppointmentDto
|
||||
@model PowderCoating.Application.DTOs.Appointment.CreateAppointmentDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "New Appointment";
|
||||
ViewData["PageIcon"] = "bi-calendar-plus";
|
||||
ViewData["PageHelpTitle"] = "New Appointment";
|
||||
ViewData["PageHelpContent"] = "Create an appointment to schedule a customer visit, drop-off, pick-up, or consultation. Select the Type first — the Linked Job field appears once a type is chosen. Reminder notifications fire before the scheduled start time.";
|
||||
ViewData["PageHelpContent"] = "Create an appointment to schedule a customer visit, drop-off, pick-up, or consultation. Select the Type first — the Linked Job field appears once a type is chosen. Reminder notifications fire before the scheduled start time.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end align-items-center mb-4">
|
||||
@@ -143,7 +143,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Reminder Settings"
|
||||
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance — e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
|
||||
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance — e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
@model PowderCoating.Application.DTOs.Appointment.AppointmentDto
|
||||
@model PowderCoating.Application.DTOs.Appointment.AppointmentDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Appointment {Model.AppointmentNumber}";
|
||||
ViewData["PageIcon"] = "bi-calendar-event";
|
||||
ViewData["PageHelpTitle"] = "Appointment Details";
|
||||
ViewData["PageHelpContent"] = "View all details for this appointment. Edit to update status or record actual times. Deleting permanently removes the record — consider setting status to Cancelled instead to preserve history.";
|
||||
ViewData["PageHelpContent"] = "View all details for this appointment. Edit to update status or record actual times. Deleting permanently removes the record — consider setting status to Cancelled instead to preserve history.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-end gap-2 mb-4">
|
||||
|
||||
@@ -115,7 +115,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Actual Times"
|
||||
data-bs-content="Record when the customer actually arrived and when the appointment finished. These are optional and separate from the scheduled times — useful for tracking punctuality and measuring how accurately appointments are estimated.">
|
||||
data-bs-content="Record when the customer actually arrived and when the appointment finished. These are optional and separate from the scheduled times — useful for tracking punctuality and measuring how accurately appointments are estimated.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -169,7 +169,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Reminder Settings"
|
||||
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance — e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
|
||||
data-bs-content="Enable a reminder to receive an in-app notification before the appointment. Set how many minutes in advance — e.g., 30 for a brief heads-up, 1440 for a full day before. Reminders are per-appointment and do not send external emails or SMS.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@@ -46,19 +46,19 @@
|
||||
<dd class="col-7">@Model.EntityType</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Entity ID</dt>
|
||||
<dd class="col-7">@(Model.EntityId ?? "—")</dd>
|
||||
<dd class="col-7">@(Model.EntityId ?? "—")</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Description</dt>
|
||||
<dd class="col-7">@(Model.EntityDescription ?? "—")</dd>
|
||||
<dd class="col-7">@(Model.EntityDescription ?? "—")</dd>
|
||||
|
||||
<dt class="col-5 text-muted">User</dt>
|
||||
<dd class="col-7">@Model.UserName</dd>
|
||||
|
||||
<dt class="col-5 text-muted">Company</dt>
|
||||
<dd class="col-7">@(Model.CompanyName ?? (Model.CompanyId?.ToString() ?? "—"))</dd>
|
||||
<dd class="col-7">@(Model.CompanyName ?? (Model.CompanyId?.ToString() ?? "—"))</dd>
|
||||
|
||||
<dt class="col-5 text-muted">IP Address</dt>
|
||||
<dd class="col-7">@(Model.IpAddress ?? "—")</dd>
|
||||
<dd class="col-7">@(Model.IpAddress ?? "—")</dd>
|
||||
</dl>
|
||||
</div>
|
||||
</div>
|
||||
@@ -95,8 +95,8 @@
|
||||
var newVal = newData.ValueKind == JsonValueKind.Object && newData.TryGetProperty(key, out var nv) ? nv.ToString() : null;
|
||||
<tr>
|
||||
<td class="fw-medium">@key</td>
|
||||
<td class="text-danger font-monospace">@(oldVal ?? "—")</td>
|
||||
<td class="text-success font-monospace">@(newVal ?? "—")</td>
|
||||
<td class="text-danger font-monospace">@(oldVal ?? "—")</td>
|
||||
<td class="text-success font-monospace">@(newVal ?? "—")</td>
|
||||
</tr>
|
||||
}
|
||||
}
|
||||
|
||||
@@ -55,7 +55,7 @@
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-3">
|
||||
<input name="search" value="@ViewBag.Search" class="form-control form-control-sm"
|
||||
placeholder="User, entity name, ID…" />
|
||||
placeholder="User, entity name, ID…" />
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<select name="entityType" class="form-select form-select-sm">
|
||||
@@ -145,7 +145,7 @@
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
|
||||
<!-- Mobile card view — shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@if (!Model.Any())
|
||||
@@ -196,7 +196,7 @@
|
||||
{
|
||||
<div class="card-footer d-flex align-items-center justify-content-between py-2">
|
||||
<small class="text-muted">
|
||||
Showing @((page - 1) * pageSize + 1)–@Math.Min(page * pageSize, totalCount) of @totalCount.ToString("N0")
|
||||
Showing @((page - 1) * pageSize + 1)–@Math.Min(page * pageSize, totalCount) of @totalCount.ToString("N0")
|
||||
</small>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
|
||||
@@ -18,7 +18,7 @@
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-semibold">Bank Account <span class="text-danger">*</span></label>
|
||||
<select asp-for="AccountId" asp-items="accounts" class="form-select" required>
|
||||
<option value="">— select account —</option>
|
||||
<option value="">— select account —</option>
|
||||
</select>
|
||||
<div class="form-text">Only Checking, Savings, and Cash accounts are listed.</div>
|
||||
</div>
|
||||
|
||||
@@ -43,7 +43,7 @@
|
||||
</div>
|
||||
<div class="col-md-3 text-center">
|
||||
<div class="card shadow-sm py-3">
|
||||
<div class="fw-bold fs-5" id="difference">—</div>
|
||||
<div class="fw-bold fs-5" id="difference">—</div>
|
||||
<div class="text-muted small">Difference</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -212,7 +212,7 @@
|
||||
document.getElementById('aiMatchBtn')?.addEventListener('click', async function() {
|
||||
const btn = this;
|
||||
btn.disabled = true;
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing…';
|
||||
btn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Analyzing…';
|
||||
|
||||
try {
|
||||
const resp = await fetch('/BankReconciliations/AiSuggestMatches', {
|
||||
@@ -244,7 +244,7 @@
|
||||
const td = row.querySelector('td:last-child');
|
||||
if (td) {
|
||||
const pct = Math.round(s.confidence * 100);
|
||||
td.insertAdjacentHTML('afterend', `<td class="small text-info" style="white-space:nowrap">${pct}% — ${s.reason}</td>`);
|
||||
td.insertAdjacentHTML('afterend', `<td class="small text-info" style="white-space:nowrap">${pct}% — ${s.reason}</td>`);
|
||||
}
|
||||
}
|
||||
});
|
||||
@@ -256,7 +256,7 @@
|
||||
if (aiSuggestions.length > 0) {
|
||||
document.getElementById('aiMatchAccept').classList.remove('d-none');
|
||||
} else {
|
||||
insightsEl.innerHTML += '<br><span class="text-muted">No high-confidence suggestions found — review items manually.</span>';
|
||||
insightsEl.innerHTML += '<br><span class="text-muted">No high-confidence suggestions found — review items manually.</span>';
|
||||
}
|
||||
} catch (err) {
|
||||
document.getElementById('aiMatchInsights').innerHTML = '<span class="text-danger">Error contacting AI service.</span>';
|
||||
|
||||
@@ -1,7 +1,7 @@
|
||||
@model PowderCoating.Core.Entities.BankReconciliation
|
||||
@using PowderCoating.Web.Controllers
|
||||
@{
|
||||
ViewData["Title"] = $"Reconciliation Report – {Model.Account?.Name}";
|
||||
ViewData["Title"] = $"Reconciliation Report – {Model.Account?.Name}";
|
||||
var clearedDeposits = ViewBag.ClearedDeposits as IEnumerable<PowderCoating.Core.Entities.Payment> ?? Enumerable.Empty<PowderCoating.Core.Entities.Payment>();
|
||||
var clearedPayments = ViewBag.ClearedPayments as List<ReconciliationItem> ?? new();
|
||||
}
|
||||
@@ -38,7 +38,7 @@
|
||||
<td class="fw-semibold text-end text-success">@clearedDeposits.Sum(p => p.Amount).ToString("C")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="text-muted">– Cleared Payments:</td>
|
||||
<td class="text-muted">– Cleared Payments:</td>
|
||||
<td class="fw-semibold text-end text-danger">@clearedPayments.Sum(p => p.Amount).ToString("C")</td>
|
||||
</tr>
|
||||
<tr class="border-top">
|
||||
|
||||
@@ -248,7 +248,7 @@
|
||||
{
|
||||
<tr class="text-muted">
|
||||
<td><code>@ban.IpAddress</code></td>
|
||||
<td><small>@(ban.Reason ?? "—")</small></td>
|
||||
<td><small>@(ban.Reason ?? "—")</small></td>
|
||||
<td><small>@ban.BannedAt.ToString("MMM dd, yyyy")</small></td>
|
||||
<td>
|
||||
@if (!ban.IsActive)
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@using PowderCoating.Application.DTOs.Subscription
|
||||
@using PowderCoating.Application.DTOs.Subscription
|
||||
@using PowderCoating.Core.Enums
|
||||
@{
|
||||
ViewData["Title"] = "Billing & Subscription";
|
||||
@@ -136,7 +136,7 @@ else if (status.IsExpired)
|
||||
}
|
||||
else if (status.IsGracePeriod)
|
||||
{
|
||||
<span class="text-warning">Grace period — expired @status.EndDate.Value.ToString("MMM d, yyyy")</span>
|
||||
<span class="text-warning">Grace period — expired @status.EndDate.Value.ToString("MMM d, yyyy")</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
@@ -266,7 +266,7 @@ else if (status.IsExpired)
|
||||
<strong>Cancellation & Refund Policy:</strong>
|
||||
You may cancel your subscription at any time from this page or by contacting
|
||||
<a href="mailto:support@powdercoatinglogix.com">support@powdercoatinglogix.com</a>.
|
||||
Cancellation takes effect at the end of your current billing period — you retain full access until then.
|
||||
Cancellation takes effect at the end of your current billing period — you retain full access until then.
|
||||
All fees are <strong>non-refundable</strong>; unused time is not credited back.
|
||||
See our <a asp-controller="Home" asp-action="TermsOfService" asp-fragment="section-5" target="_blank">full billing terms</a> for details.
|
||||
</div>
|
||||
|
||||
@@ -4,7 +4,7 @@
|
||||
ViewData["Title"] = "New Bill";
|
||||
ViewData["PageIcon"] = "bi-receipt-cutoff";
|
||||
ViewData["PageHelpTitle"] = "New Bill";
|
||||
ViewData["PageHelpContent"] = "Record a vendor invoice to track what you owe. Bills start as Draft (editable) and become Open once confirmed. Partial payments are supported — each payment reduces the balance. Link line items to expense accounts and optionally to specific jobs for cost tracking.";
|
||||
ViewData["PageHelpContent"] = "Record a vendor invoice to track what you owe. Bills start as Draft (editable) and become Open once confirmed. Partial payments are supported — each payment reduces the balance. Link line items to expense accounts and optionally to specific jobs for cost tracking.";
|
||||
string? fromPoNumber = ViewBag.FromPoNumber as string;
|
||||
int? fromPoId = ViewBag.FromPoId as int?;
|
||||
}
|
||||
@@ -13,7 +13,7 @@
|
||||
<div>
|
||||
@if (!string.IsNullOrEmpty(fromPoNumber))
|
||||
{
|
||||
<p class="text-muted mb-0 small"><i class="bi bi-box-arrow-in-down text-success me-1"></i> Pre-filled from <strong>@fromPoNumber</strong> — review and save</p>
|
||||
<p class="text-muted mb-0 small"><i class="bi bi-box-arrow-in-down text-success me-1"></i> Pre-filled from <strong>@fromPoNumber</strong> — review and save</p>
|
||||
}
|
||||
</div>
|
||||
@if (fromPoId.HasValue)
|
||||
@@ -44,7 +44,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Details"
|
||||
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation. Payment Terms auto-fill from the vendor record.">
|
||||
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation. Payment Terms auto-fill from the vendor record.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -66,8 +66,8 @@
|
||||
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-danger">*</span></label>
|
||||
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select" id="vendorSelect"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">— Select Vendor —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
<option value="">— Select Vendor —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
<span asp-validation-for="VendorId" class="text-danger small"></span>
|
||||
</div>
|
||||
@@ -100,7 +100,7 @@
|
||||
<label for="receiptFile" class="form-label fw-medium">Attach Receipt / Document</label>
|
||||
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
|
||||
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -150,7 +150,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Summary"
|
||||
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
|
||||
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -198,7 +198,7 @@
|
||||
<div class="mb-2">
|
||||
<label class="form-label small fw-medium">Bank / Cash Account <span class="text-danger">*</span></label>
|
||||
<select name="bankAccountId" class="form-select form-select-sm" id="payNowBankAccount">
|
||||
<option value="">— Select Account —</option>
|
||||
<option value="">— Select Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
@@ -232,7 +232,7 @@
|
||||
<tr class="line-item-row">
|
||||
<td>
|
||||
<select class="form-select form-select-sm account-select" name="LineItems[INDEX].AccountId" required>
|
||||
<option value="">— Account —</option>
|
||||
<option value="">— Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
@@ -242,7 +242,7 @@
|
||||
<td><input type="text" class="form-control form-control-sm" name="LineItems[INDEX].Description" placeholder="Description" /></td>
|
||||
<td>
|
||||
<select class="form-select form-select-sm" name="LineItems[INDEX].JobId">
|
||||
<option value="">—</option>
|
||||
<option value="">—</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.Jobs)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
@@ -273,7 +273,7 @@
|
||||
<div class="mb-3">
|
||||
<label for="scanReceiptFile" class="form-label fw-medium">Receipt / Invoice Document</label>
|
||||
<input type="file" id="scanReceiptFile" class="form-control" accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
</div>
|
||||
<div id="scanReceiptStatus" class="text-muted small mt-2"></div>
|
||||
</div>
|
||||
@@ -394,7 +394,7 @@
|
||||
if (lineCount === 0) addLineItem();
|
||||
|
||||
// ── AI Auto-suggest Account on description blur ───────────────────────
|
||||
// Keyword shortcuts — handle common cases with zero API cost
|
||||
// Keyword shortcuts — handle common cases with zero API cost
|
||||
const _keywordMap = [
|
||||
{ words: ['electric','power','utility','gas','water','internet','phone','telecom'], hint: 'utilities' },
|
||||
{ words: ['powder','paint','coat','material','supply','supplies','chemical','resin'], hint: 'materials' },
|
||||
@@ -480,7 +480,7 @@
|
||||
hint2.className = 'ai-account-hint text-muted small mt-1';
|
||||
accountSel.parentNode.appendChild(hint2);
|
||||
}
|
||||
hint2.innerHTML = '<span class="spinner-border spinner-border-sm" style="width:.75rem;height:.75rem"></span> Thinking…';
|
||||
hint2.innerHTML = '<span class="spinner-border spinner-border-sm" style="width:.75rem;height:.75rem"></span> Thinking…';
|
||||
|
||||
try {
|
||||
const token = document.querySelector('input[name="__RequestVerificationToken"]')?.value;
|
||||
@@ -501,7 +501,7 @@
|
||||
}
|
||||
}
|
||||
|
||||
// Event delegation — works for dynamically added rows
|
||||
// Event delegation — works for dynamically added rows
|
||||
document.getElementById('lineItemsBody').addEventListener('blur', function (e) {
|
||||
if (e.target.matches('[name$=".Description"]')) {
|
||||
_suggestAccountForRow(e.target.closest('tr'));
|
||||
@@ -535,7 +535,7 @@
|
||||
return;
|
||||
}
|
||||
|
||||
// Auto-fill bill header — try to match vendor name to dropdown
|
||||
// Auto-fill bill header — try to match vendor name to dropdown
|
||||
if (data.vendorName) {
|
||||
const vendorSel = document.getElementById('vendorSelect');
|
||||
if (vendorSel && !vendorSel.value) {
|
||||
@@ -553,7 +553,7 @@
|
||||
vendorSel.value = bestOption.value;
|
||||
vendorSel.dispatchEvent(new Event('change'));
|
||||
} else {
|
||||
// No match — put the name in Memo so user knows what the AI saw
|
||||
// No match — put the name in Memo so user knows what the AI saw
|
||||
const memo = document.querySelector('[name="Memo"]');
|
||||
if (memo && !memo.value) memo.value = data.vendorName;
|
||||
}
|
||||
@@ -598,7 +598,7 @@
|
||||
const modal = bootstrap.Modal.getInstance(document.getElementById('scanReceiptModal'));
|
||||
if (modal) modal.hide();
|
||||
|
||||
statusEl.textContent = 'Scan complete — review and adjust as needed.';
|
||||
statusEl.textContent = 'Scan complete — review and adjust as needed.';
|
||||
} catch (e) {
|
||||
statusEl.textContent = 'Error connecting to AI service.';
|
||||
} finally {
|
||||
|
||||
@@ -5,7 +5,7 @@
|
||||
ViewData["Title"] = $"Bill {Model.BillNumber}";
|
||||
ViewData["PageIcon"] = "bi-receipt-cutoff";
|
||||
ViewData["PageHelpTitle"] = "Bill Status";
|
||||
ViewData["PageHelpContent"] = "Draft: editable, not yet confirmed. Open: awaiting payment. Partially Paid: some payments recorded. Paid: fully settled. Voided: cancelled — preserves history. Edit is only available in Draft status. Use Void instead of deleting to keep a complete audit trail.";
|
||||
ViewData["PageHelpContent"] = "Draft: editable, not yet confirmed. Open: awaiting payment. Partially Paid: some payments recorded. Paid: fully settled. Voided: cancelled — preserves history. Edit is only available in Draft status. Use Void instead of deleting to keep a complete audit trail.";
|
||||
|
||||
string StatusBadge(BillStatus s) => s switch
|
||||
{
|
||||
@@ -266,7 +266,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Balance Summary"
|
||||
data-bs-content="Balance Due = Bill Total minus all payments recorded. Multiple partial payments are supported — each reduces the balance until fully paid. Deleting a payment reverses it and restores the balance due.">
|
||||
data-bs-content="Balance Due = Bill Total minus all payments recorded. Multiple partial payments are supported — each reduces the balance until fully paid. Deleting a payment reverses it and restores the balance due.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -322,7 +322,7 @@
|
||||
<div class="modal-dialog">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h5 class="modal-title">Record Payment — @Model.BillNumber</h5>
|
||||
<h5 class="modal-title">Record Payment — @Model.BillNumber</h5>
|
||||
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
|
||||
</div>
|
||||
<form asp-action="RecordPayment" method="post">
|
||||
@@ -358,12 +358,12 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Bank Account"
|
||||
data-bs-content="The bank or cash account this payment is drawn from. Used for bank reconciliation — helps match this payment to the corresponding debit on your bank statement.">
|
||||
data-bs-content="The bank or cash account this payment is drawn from. Used for bank reconciliation — helps match this payment to the corresponding debit on your bank statement.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
<select name="BankAccountId" class="form-select" required>
|
||||
<option value="">— Select Account —</option>
|
||||
<option value="">— Select Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
@@ -423,7 +423,7 @@
|
||||
<div class="col-12">
|
||||
<label class="form-label fw-medium">Bank Account <span class="text-danger">*</span></label>
|
||||
<select name="BankAccountId" id="editBillBankAccountId" class="form-select" required>
|
||||
<option value="">— Select Account —</option>
|
||||
<option value="">— Select Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.BankAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditBillDto
|
||||
@model PowderCoating.Application.DTOs.Accounting.EditBillDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit Bill";
|
||||
ViewData["PageIcon"] = "bi-pencil-square";
|
||||
ViewData["PageHelpTitle"] = "Edit Bill";
|
||||
ViewData["PageHelpContent"] = "Bills can only be edited while in Draft status. Once marked Open, they are locked — Void the bill and recreate it if corrections are needed after confirmation.";
|
||||
ViewData["PageHelpContent"] = "Bills can only be edited while in Draft status. Once marked Open, they are locked — Void the bill and recreate it if corrections are needed after confirmation.";
|
||||
}
|
||||
|
||||
<div class="d-flex justify-content-start mb-4">
|
||||
@@ -24,7 +24,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Details"
|
||||
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation.">
|
||||
data-bs-content="Vendor: who you're paying. AP Account: the liability account this bill posts to (e.g. Accounts Payable). Bill Date: date on the vendor's invoice. Due Date: when payment is due — drives overdue status. Vendor Invoice #: the vendor's own reference number for reconciliation.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -34,8 +34,8 @@
|
||||
<label asp-for="VendorId" class="form-label fw-medium">Vendor <span class="text-danger">*</span></label>
|
||||
<select asp-for="VendorId" asp-items="ViewBag.Vendors" class="form-select"
|
||||
data-quick-add-url="/Vendors/Create" data-quick-add-title="Add New Vendor">
|
||||
<option value="">— Select Vendor —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
<option value="">— Select Vendor —</option>
|
||||
<option value="__new__">+ Add New Vendor…</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-md-6">
|
||||
@@ -87,7 +87,7 @@
|
||||
}
|
||||
<input type="file" name="receiptFile" id="receiptFile" class="form-control"
|
||||
accept=".jpg,.jpeg,.png,.gif,.webp,.pdf" />
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
<div class="form-text">JPG, PNG, GIF, WebP, or PDF — up to 10 MB.</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -134,7 +134,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="left" data-bs-trigger="focus"
|
||||
data-bs-title="Bill Summary"
|
||||
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
|
||||
data-bs-content="Tax % is applied to the line-item subtotal. The resulting Total is the full amount owed to the vendor. Partial payments are allowed — each payment recorded reduces the balance due until the bill is fully paid.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -171,7 +171,7 @@
|
||||
<tr class="line-item-row">
|
||||
<td>
|
||||
<select class="form-select form-select-sm account-select" name="LineItems[INDEX].AccountId" required>
|
||||
<option value="">— Account —</option>
|
||||
<option value="">— Account —</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.ExpenseAccounts)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
@@ -181,7 +181,7 @@
|
||||
<td><input type="text" class="form-control form-control-sm" name="LineItems[INDEX].Description" placeholder="Description" /></td>
|
||||
<td>
|
||||
<select class="form-select form-select-sm" name="LineItems[INDEX].JobId">
|
||||
<option value="">—</option>
|
||||
<option value="">—</option>
|
||||
@foreach (var item in (IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.Jobs)
|
||||
{
|
||||
<option value="@item.Value">@item.Text</option>
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@model List<PowderCoating.Application.DTOs.Accounting.BillExpenseListDto>
|
||||
@model List<PowderCoating.Application.DTOs.Accounting.BillExpenseListDto>
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Bills / Expenses";
|
||||
@@ -62,7 +62,7 @@
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-4">
|
||||
<input type="search" name="search" value="@ViewBag.Search" class="form-control"
|
||||
placeholder="Search by #, vendor, memo, amount…" />
|
||||
placeholder="Search by #, vendor, memo, amount…" />
|
||||
</div>
|
||||
<div class="col-md-2">
|
||||
<select name="type" class="form-select">
|
||||
@@ -156,13 +156,13 @@
|
||||
}
|
||||
else if (entry.EntryType == "Expense")
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
</td>
|
||||
<td><span class="badge bg-@entry.StatusColor">@entry.StatusLabel</span></td>
|
||||
<td class="text-end">@entry.Total.ToString("C")</td>
|
||||
<td class="text-end fw-medium @(entry.BalanceDue > 0 ? "text-danger" : "text-muted")">
|
||||
@(entry.EntryType == "Bill" ? entry.BalanceDue.ToString("C") : "—")
|
||||
@(entry.EntryType == "Bill" ? entry.BalanceDue.ToString("C") : "—")
|
||||
</td>
|
||||
<td>
|
||||
@if (entry.EntryType == "Bill")
|
||||
@@ -209,7 +209,7 @@ else
|
||||
asp-route-status="@ViewBag.StatusFilter"
|
||||
asp-route-search="@ViewBag.Search"
|
||||
asp-route-page="@((int)ViewBag.Page - 1)"
|
||||
asp-route-pageSize="@ViewBag.PageSize">‹ Prev</a>
|
||||
asp-route-pageSize="@ViewBag.PageSize">‹ Prev</a>
|
||||
</li>
|
||||
@for (var p = 1; p <= (int)ViewBag.TotalPages; p++)
|
||||
{
|
||||
@@ -228,11 +228,11 @@ else
|
||||
asp-route-status="@ViewBag.StatusFilter"
|
||||
asp-route-search="@ViewBag.Search"
|
||||
asp-route-page="@((int)ViewBag.Page + 1)"
|
||||
asp-route-pageSize="@ViewBag.PageSize">Next ›</a>
|
||||
asp-route-pageSize="@ViewBag.PageSize">Next ›</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="text-center text-muted small">
|
||||
Showing @(((int)ViewBag.Page - 1) * (int)ViewBag.PageSize + 1)–@(Math.Min((int)ViewBag.Page * (int)ViewBag.PageSize, (int)ViewBag.TotalCount))
|
||||
Showing @(((int)ViewBag.Page - 1) * (int)ViewBag.PageSize + 1)–@(Math.Min((int)ViewBag.Page * (int)ViewBag.PageSize, (int)ViewBag.TotalCount))
|
||||
of @ViewBag.TotalCount entries
|
||||
</p>
|
||||
</nav>
|
||||
|
||||
@@ -31,7 +31,7 @@
|
||||
<div id="resultArea" class="d-none">
|
||||
<div id="spinnerArea" class="text-center py-5 d-none">
|
||||
<div class="spinner-border text-primary" style="width:2.5rem;height:2.5rem;" role="status"></div>
|
||||
<p class="text-muted mt-3">Claude is reviewing your bill history…</p>
|
||||
<p class="text-muted mt-3">Claude is reviewing your bill history…</p>
|
||||
</div>
|
||||
|
||||
<div id="errorArea" class="alert alert-danger alert-permanent d-none"></div>
|
||||
|
||||
@@ -2,7 +2,7 @@
|
||||
@model BudgetCreateVm
|
||||
|
||||
@{
|
||||
ViewData["Title"] = $"Edit Budget — {Model.Name}";
|
||||
ViewData["Title"] = $"Edit Budget — {Model.Name}";
|
||||
ViewData["PageIcon"] = "bi-pencil";
|
||||
var months = new[] { "Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec" };
|
||||
}
|
||||
@@ -24,7 +24,7 @@
|
||||
<div class="card border-0 shadow-sm mb-4">
|
||||
<div class="card-header bg-white border-0 py-3">
|
||||
<h5 class="mb-0 fw-semibold">
|
||||
<i class="bi bi-pie-chart me-2 text-primary"></i>@Model.Name — @Model.FiscalYear
|
||||
<i class="bi bi-pie-chart me-2 text-primary"></i>@Model.Name — @Model.FiscalYear
|
||||
</h5>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
|
||||
@@ -78,7 +78,7 @@ else
|
||||
</td>
|
||||
<td class="text-center">@b.Lines.Count</td>
|
||||
<td class="text-end text-success">@b.Lines.Sum(l => l.Annual).ToString("C")</td>
|
||||
<td class="text-end text-danger">—</td>
|
||||
<td class="text-end text-danger">—</td>
|
||||
<td class="text-center">
|
||||
@if (b.IsDefault)
|
||||
{
|
||||
|
||||
@@ -246,7 +246,7 @@
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var report in Model)
|
||||
@@ -313,7 +313,7 @@
|
||||
{
|
||||
<div class="d-flex justify-content-between align-items-center px-3 py-2 border-top">
|
||||
<small class="text-muted">
|
||||
Showing @((pageNumber - 1) * pageSize + 1)–@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount
|
||||
Showing @((pageNumber - 1) * pageSize + 1)–@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount
|
||||
</small>
|
||||
<nav>
|
||||
<ul class="pagination pagination-sm mb-0">
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@model PowderCoating.Application.DTOs.BugReport.CreateBugReportDto
|
||||
@model PowderCoating.Application.DTOs.BugReport.CreateBugReportDto
|
||||
@using PowderCoating.Core.Enums
|
||||
@{
|
||||
ViewData["Title"] = "Report a Bug";
|
||||
@@ -59,10 +59,10 @@
|
||||
<div class="mb-4">
|
||||
<label asp-for="Priority" class="form-label fw-semibold">Priority</label>
|
||||
<select asp-for="Priority" class="form-select">
|
||||
<option value="@((int)BugReportPriority.Low)">Low – Minor inconvenience, workaround exists</option>
|
||||
<option value="@((int)BugReportPriority.Normal)" selected>Normal – Affects workflow but not critical</option>
|
||||
<option value="@((int)BugReportPriority.High)">High – Significantly impacts operations</option>
|
||||
<option value="@((int)BugReportPriority.Critical)">Critical – System unusable or data loss risk</option>
|
||||
<option value="@((int)BugReportPriority.Low)">Low – Minor inconvenience, workaround exists</option>
|
||||
<option value="@((int)BugReportPriority.Normal)" selected>Normal – Affects workflow but not critical</option>
|
||||
<option value="@((int)BugReportPriority.High)">High – Significantly impacts operations</option>
|
||||
<option value="@((int)BugReportPriority.Critical)">Critical – System unusable or data loss risk</option>
|
||||
</select>
|
||||
<span asp-validation-for="Priority" class="text-danger small"></span>
|
||||
</div>
|
||||
@@ -104,7 +104,7 @@
|
||||
const li = document.createElement('li');
|
||||
const sizeMb = (f.size / 1024 / 1024).toFixed(1);
|
||||
if (f.size > maxBytes) {
|
||||
li.innerHTML = `<i class="bi bi-exclamation-triangle text-danger"></i> ${f.name} (${sizeMb} MB) — exceeds 100 MB limit`;
|
||||
li.innerHTML = `<i class="bi bi-exclamation-triangle text-danger"></i> ${f.name} (${sizeMb} MB) — exceeds 100 MB limit`;
|
||||
} else {
|
||||
li.innerHTML = `<i class="bi bi-file-earmark text-secondary"></i> ${f.name} (${sizeMb} MB)`;
|
||||
}
|
||||
|
||||
@@ -34,7 +34,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Category"
|
||||
data-bs-content="Leave as '(None)' to create a top-level category. Choose a parent to nest this under it — e.g., place 'Aluminum Wheels' under a parent 'Wheels' category. This creates a browsable hierarchy in the catalog and quote wizard.">
|
||||
data-bs-content="Leave as '(None)' to create a top-level category. Choose a parent to nest this under it — e.g., place 'Aluminum Wheels' under a parent 'Wheels' category. This creates a browsable hierarchy in the catalog and quote wizard.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@@ -35,7 +35,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Parent Category"
|
||||
data-bs-content="Leave as '(None)' to keep this as a top-level category. Choose a parent to nest it — e.g., 'Aluminum Wheels' under 'Wheels'. The system prevents circular references (you cannot make a category its own ancestor).">
|
||||
data-bs-content="Leave as '(None)' to keep this as a top-level category. Choose a parent to nest it — e.g., 'Aluminum Wheels' under 'Wheels'. The system prevents circular references (you cannot make a category its own ancestor).">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@@ -3,7 +3,7 @@
|
||||
ViewData["Title"] = "AI Catalog Price Check";
|
||||
ViewData["PageIcon"] = "bi-robot";
|
||||
ViewData["PageHelpTitle"] = "AI Catalog Price Check";
|
||||
ViewData["PageHelpContent"] = "The AI Price Check reviews every item in your catalog against your actual operating costs and flags items that may be priced below cost, have thin margins, or appear unusually high. Results are estimates based on industry knowledge and your shop's rates — always apply your own judgment before changing prices.";
|
||||
ViewData["PageHelpContent"] = "The AI Price Check reviews every item in your catalog against your actual operating costs and flags items that may be priced below cost, have thin margins, or appear unusually high. Results are estimates based on industry knowledge and your shop's rates — always apply your own judgment before changing prices.";
|
||||
|
||||
var sortedResults = Model?.Results
|
||||
.OrderBy(r => r.Verdict switch
|
||||
@@ -82,7 +82,7 @@
|
||||
<div class="progress-card">
|
||||
<div class="icon"><i class="bi bi-robot"></i></div>
|
||||
<h5>Analyzing your catalog</h5>
|
||||
<p class="status-msg" id="overlay-status">Preparing items…</p>
|
||||
<p class="status-msg" id="overlay-status">Preparing items…</p>
|
||||
<div class="progress-bar-track">
|
||||
<div class="progress-bar-fill" id="overlay-bar"></div>
|
||||
</div>
|
||||
@@ -151,22 +151,22 @@
|
||||
<div>
|
||||
<h6 class="fw-semibold mb-1">What this analysis does</h6>
|
||||
<p class="small text-muted mb-2">
|
||||
Our AI system reviews every active, priced item in your catalog against your shop's actual operating costs —
|
||||
Our AI system reviews every active, priced item in your catalog against your shop's actual operating costs —
|
||||
labor, oven time, sandblasting, coating booth, and powder material. For each item it estimates a
|
||||
realistic surface area and processing time, calculates a cost floor, then compares that to your
|
||||
current price and returns one of four verdicts:
|
||||
</p>
|
||||
<div class="d-flex flex-wrap gap-2 mb-2">
|
||||
<span class="verdict-badge verdict-below-cost">Below Cost</span><span class="small text-muted align-self-center">— you're losing money on this item</span>
|
||||
<span class="verdict-badge verdict-below-cost">Below Cost</span><span class="small text-muted align-self-center">— you're losing money on this item</span>
|
||||
</div>
|
||||
<div class="d-flex flex-wrap gap-2 mb-2">
|
||||
<span class="verdict-badge verdict-low">Thin Margin</span><span class="small text-muted align-self-center">— above cost floor but below your target margin</span>
|
||||
<span class="verdict-badge verdict-low">Thin Margin</span><span class="small text-muted align-self-center">— above cost floor but below your target margin</span>
|
||||
</div>
|
||||
<div class="d-flex flex-wrap gap-2 mb-2">
|
||||
<span class="verdict-badge verdict-high">High</span><span class="small text-muted align-self-center">— significantly above typical market rates</span>
|
||||
<span class="verdict-badge verdict-high">High</span><span class="small text-muted align-self-center">— significantly above typical market rates</span>
|
||||
</div>
|
||||
<div class="d-flex flex-wrap gap-2 mb-3">
|
||||
<span class="verdict-badge verdict-ok">OK</span><span class="small text-muted align-self-center">— price is within a reasonable range</span>
|
||||
<span class="verdict-badge verdict-ok">OK</span><span class="small text-muted align-self-center">— price is within a reasonable range</span>
|
||||
</div>
|
||||
<p class="small text-muted mb-0">
|
||||
<i class="bi bi-exclamation-triangle me-1 text-warning"></i>
|
||||
@@ -301,15 +301,15 @@ else
|
||||
<div class="col-4 text-center">
|
||||
<div class="small text-muted">Suggested</div>
|
||||
<div class="fw-semibold text-primary">
|
||||
@item.SuggestedPriceMin.ToString("C") – @item.SuggestedPriceMax.ToString("C")
|
||||
@item.SuggestedPriceMin.ToString("C") – @item.SuggestedPriceMax.ToString("C")
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="small text-muted mb-1">
|
||||
<i class="bi bi-rulers me-1"></i>
|
||||
Est. @item.EstimatedSqFtMin–@item.EstimatedSqFtMax sqft •
|
||||
@item.EstimatedMinutesMin–@item.EstimatedMinutesMax min
|
||||
Est. @item.EstimatedSqFtMin–@item.EstimatedSqFtMax sqft •
|
||||
@item.EstimatedMinutesMin–@item.EstimatedMinutesMax min
|
||||
</div>
|
||||
|
||||
<p class="small mb-1">@item.Reasoning</p>
|
||||
|
||||
@@ -20,7 +20,7 @@
|
||||
<div class="alert alert-permanent alert-warning d-flex gap-2 mb-4" role="alert">
|
||||
<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
|
||||
<div>
|
||||
<strong>Catalog item prices are fixed.</strong> The price you enter here is exactly what gets charged when this item is added to a quote or job — no markup, no prep service charges, and no complexity adjustments are added on top. Make sure your price already includes labor, materials, and margin.
|
||||
<strong>Catalog item prices are fixed.</strong> The price you enter here is exactly what gets charged when this item is added to a quote or job — no markup, no prep service charges, and no complexity adjustments are added on top. Make sure your price already includes labor, materials, and margin.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -41,7 +41,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Item Name"
|
||||
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant — e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
|
||||
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant — e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -75,7 +75,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Pricing"
|
||||
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote — no markup, prep services, or complexity adjustments are applied on top. Set the all-in price you want to bill. Approximate Area is optional — if set, it helps estimate powder needed for reporting purposes.">
|
||||
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote — no markup, prep services, or complexity adjustments are applied on top. Set the all-in price you want to bill. Approximate Area is optional — if set, it helps estimate powder needed for reporting purposes.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -87,7 +87,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Default Price"
|
||||
data-bs-content="This is the final price charged to the customer — no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
|
||||
data-bs-content="This is the final price charged to the customer — no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -122,7 +122,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Financial Accounts"
|
||||
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts — most shops only need to set these for items with special accounting treatment.">
|
||||
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts — most shops only need to set these for items with special accounting treatment.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -140,7 +140,7 @@
|
||||
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
|
||||
<option value="">(Default COGS account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Account debited when materials are consumed.</small>
|
||||
</div>
|
||||
@@ -164,7 +164,7 @@
|
||||
<div class="mb-3">
|
||||
<label for="image" class="form-label fw-semibold">Upload Image</label>
|
||||
<input type="file" class="form-control" id="image" name="image" accept="image/jpeg,image/png,image/gif,image/webp" onchange="previewCatalogImage(this)" />
|
||||
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp — max 10 MB. A 200×200 thumbnail is generated automatically.</div>
|
||||
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp — max 10 MB. A 200×200 thumbnail is generated automatically.</div>
|
||||
<div id="imagePreview" class="mt-2 d-none">
|
||||
<img id="imagePreviewImg" src="" alt="Preview" style="max-width:200px;max-height:200px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;" />
|
||||
</div>
|
||||
|
||||
@@ -35,7 +35,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Item Name"
|
||||
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant — e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
|
||||
data-bs-content="Use a specific, recognizable name. The name appears on quotes, invoices, and in the picker dropdown. Good names include material and size where relevant — e.g., 'Steel Bracket (6in)', '18in Alloy Wheel'.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -69,7 +69,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Pricing & Status"
|
||||
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote — no markup, prep services, or complexity adjustments are applied on top. Staff can override it on individual quotes. Set Status to Inactive to hide the item from the picker without deleting it.">
|
||||
data-bs-content="The Default Price is the exact amount charged when this item is added to a quote — no markup, prep services, or complexity adjustments are applied on top. Staff can override it on individual quotes. Set Status to Inactive to hide the item from the picker without deleting it.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -81,7 +81,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Default Price"
|
||||
data-bs-content="This is the final price charged to the customer — no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
|
||||
data-bs-content="This is the final price charged to the customer — no markup, prep services, or complexity charges are added on top. Enter the all-in amount you want to bill for this item. Staff can still override it on individual quotes if needed.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -125,7 +125,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Financial Accounts"
|
||||
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts — most shops only need to set these for items with special accounting treatment.">
|
||||
data-bs-content="Links this item to your chart of accounts for accounting exports. Revenue Account is credited when invoiced; COGS Account is debited when materials are consumed. Leave both blank to use the company default accounts — most shops only need to set these for items with special accounting treatment.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -143,7 +143,7 @@
|
||||
<select asp-for="CogsAccountId" class="form-select" asp-items="ViewBag.CogsAccounts"
|
||||
data-quick-add-url="/Accounts/Create?preSubType=40" data-quick-add-title="Add COGS Account">
|
||||
<option value="">(Default COGS account)</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
<option value="__new__">+ Add New Account…</option>
|
||||
</select>
|
||||
<small class="form-text text-muted">Account debited when materials are consumed.</small>
|
||||
</div>
|
||||
@@ -186,7 +186,7 @@
|
||||
<div class="mb-3">
|
||||
<label for="image" class="form-label fw-semibold">Upload Image</label>
|
||||
<input type="file" class="form-control" id="image" name="image" accept="image/jpeg,image/png,image/gif,image/webp" onchange="previewCatalogImage(this)" />
|
||||
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp — max 10 MB. A 200×200 thumbnail is generated automatically.</div>
|
||||
<div class="form-text">Accepted formats: jpg, jpeg, png, gif, webp — max 10 MB. A 200×200 thumbnail is generated automatically.</div>
|
||||
<div id="imagePreview" class="mt-2 d-none">
|
||||
<img id="imagePreviewImg" src="" alt="Preview" style="max-width:200px;max-height:200px;object-fit:contain;border:1px solid #dee2e6;border-radius:6px;" />
|
||||
</div>
|
||||
|
||||
@@ -3,7 +3,7 @@
|
||||
ViewData["Title"] = "Product Catalog";
|
||||
ViewData["PageIcon"] = "bi-book";
|
||||
ViewData["PageHelpTitle"] = "Product Catalog";
|
||||
ViewData["PageHelpContent"] = "The Product Catalog is a library of standard items (wheels, brackets, panels, etc.) that your shop regularly quotes and invoices. Each item has a fixed price — when a catalog item is added to a quote or job, that price is used exactly as entered. No markup, no prep services, and no complexity charges are added on top. Organize items into categories to keep the catalog easy to browse.";
|
||||
ViewData["PageHelpContent"] = "The Product Catalog is a library of standard items (wheels, brackets, panels, etc.) that your shop regularly quotes and invoices. Each item has a fixed price — when a catalog item is added to a quote or job, that price is used exactly as entered. No markup, no prep services, and no complexity charges are added on top. Organize items into categories to keep the catalog easy to browse.";
|
||||
var totalItemsCount = ViewBag.TotalItemsCount ?? 0;
|
||||
var activeItemsCount = ViewBag.ActiveItemsCount ?? 0;
|
||||
var averagePrice = ViewBag.AveragePrice ?? 0m;
|
||||
|
||||
@@ -148,7 +148,7 @@
|
||||
<div class="card-body">
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
<tr><th style="width:40%">Company Name</th><td>@Model.CompanyName</td></tr>
|
||||
<tr><th>Code</th><td>@(Model.CompanyCode ?? "—")</td></tr>
|
||||
<tr><th>Code</th><td>@(Model.CompanyCode ?? "—")</td></tr>
|
||||
<tr><th>Status</th><td><span class="badge @(Model.IsActive ? "bg-success" : "bg-danger")">@(Model.IsActive ? "Active" : "Inactive")</span></td></tr>
|
||||
<tr><th>Time Zone</th><td>@(Model.TimeZone ?? "America/New_York")</td></tr>
|
||||
<tr><th>Created</th><td>@Model.CreatedAt.ToString("MMM d, yyyy h:mm tt")</td></tr>
|
||||
@@ -174,7 +174,7 @@
|
||||
<table class="table table-sm table-borderless mb-0">
|
||||
<tr><th style="width:40%">Contact Name</th><td>@Model.PrimaryContactName</td></tr>
|
||||
<tr><th>Email</th><td><a href="mailto:@Model.PrimaryContactEmail">@Model.PrimaryContactEmail</a></td></tr>
|
||||
<tr><th>Phone</th><td>@(Model.Phone ?? "—")</td></tr>
|
||||
<tr><th>Phone</th><td>@(Model.Phone ?? "—")</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
@@ -283,7 +283,7 @@
|
||||
}
|
||||
else { <span class="text-muted">N/A</span> }
|
||||
</td>
|
||||
<td>@(user.Department ?? "—")</td>
|
||||
<td>@(user.Department ?? "—")</td>
|
||||
<td>
|
||||
<span class="badge @(user.IsActive ? "bg-success" : "bg-danger")">
|
||||
@(user.IsActive ? "Active" : "Inactive")
|
||||
@@ -527,20 +527,20 @@
|
||||
@{
|
||||
var firstActivity = onboarding.FirstJobCreatedAt ?? onboarding.FirstQuoteCreatedAt;
|
||||
}
|
||||
@(firstActivity.HasValue ? firstActivity.Value.ToString("MMM d, yyyy") : "—")
|
||||
@(firstActivity.HasValue ? firstActivity.Value.ToString("MMM d, yyyy") : "—")
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>First Invoice</th>
|
||||
<td>@(onboarding.FirstInvoiceCreatedAt.HasValue ? onboarding.FirstInvoiceCreatedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
<td>@(onboarding.FirstInvoiceCreatedAt.HasValue ? onboarding.FirstInvoiceCreatedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Workflow Completed</th>
|
||||
<td>@(onboarding.FirstWorkflowCompletedAt.HasValue ? onboarding.FirstWorkflowCompletedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
<td>@(onboarding.FirstWorkflowCompletedAt.HasValue ? onboarding.FirstWorkflowCompletedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<th>Widget Dismissed</th>
|
||||
<td>@(onboarding.GuidedActivationDismissedAt.HasValue ? onboarding.GuidedActivationDismissedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
<td>@(onboarding.GuidedActivationDismissedAt.HasValue ? onboarding.GuidedActivationDismissedAt.Value.ToString("MMM d, yyyy") : "—")</td>
|
||||
</tr>
|
||||
</table>
|
||||
</div>
|
||||
@@ -618,7 +618,7 @@
|
||||
|
||||
</div><!-- /tab-content -->
|
||||
|
||||
<!-- Danger Zone (outside tabs — always present) -->
|
||||
<!-- Danger Zone (outside tabs — always present) -->
|
||||
<div class="card shadow-sm border-danger mt-4">
|
||||
<div class="card-header bg-light">
|
||||
<h6 class="card-title mb-0 text-danger">
|
||||
@@ -630,7 +630,7 @@
|
||||
<div>
|
||||
<h6 class="mb-1 text-warning-emphasis"><i class="bi bi-fire me-1"></i>Reset All Company Data</h6>
|
||||
<p class="text-muted small mb-0">
|
||||
Permanently deletes all business data — customers, jobs, quotes, invoices, inventory, and more.
|
||||
Permanently deletes all business data — customers, jobs, quotes, invoices, inventory, and more.
|
||||
The company record, users, and settings are preserved. Use this to wipe a migration and start fresh.
|
||||
</p>
|
||||
</div>
|
||||
@@ -646,7 +646,7 @@
|
||||
Permanently deletes the company and everything in it. There is no going back.
|
||||
@if (Model.UserCount > 0)
|
||||
{
|
||||
<br /><strong class="text-danger">This company has @Model.UserCount user(s) — remove them first.</strong>
|
||||
<br /><strong class="text-danger">This company has @Model.UserCount user(s) — remove them first.</strong>
|
||||
}
|
||||
</p>
|
||||
</div>
|
||||
@@ -672,7 +672,7 @@
|
||||
</div>
|
||||
<div class="modal-body p-0">
|
||||
<div id="oc-loading" class="d-flex justify-content-center align-items-center py-5">
|
||||
<div class="spinner-border text-primary" role="status"><span class="visually-hidden">Loading…</span></div>
|
||||
<div class="spinner-border text-primary" role="status"><span class="visually-hidden">Loading…</span></div>
|
||||
</div>
|
||||
<div id="oc-content" style="display:none;">
|
||||
<div class="px-3 pt-3 pb-2">
|
||||
@@ -688,14 +688,14 @@
|
||||
<span id="oc-status-badge" class="badge ms-auto"></span>
|
||||
</div>
|
||||
<table class="table table-sm table-borderless mb-0 small">
|
||||
<tr><th style="width:38%;" class="text-muted fw-normal">Role</th><td id="oc-role">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Department</th><td id="oc-dept">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Position</th><td id="oc-position">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Phone</th><td id="oc-phone">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Hired</th><td id="oc-hire">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Account created</th><td id="oc-created">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Last login</th><td id="oc-lastlogin">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Email confirmed</th><td id="oc-emailconf">—</td></tr>
|
||||
<tr><th style="width:38%;" class="text-muted fw-normal">Role</th><td id="oc-role">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Department</th><td id="oc-dept">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Position</th><td id="oc-position">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Phone</th><td id="oc-phone">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Hired</th><td id="oc-hire">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Account created</th><td id="oc-created">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Last login</th><td id="oc-lastlogin">—</td></tr>
|
||||
<tr><th class="text-muted fw-normal">Email confirmed</th><td id="oc-emailconf">—</td></tr>
|
||||
</table>
|
||||
</div>
|
||||
<hr class="my-0" />
|
||||
|
||||
@@ -127,12 +127,12 @@
|
||||
</div>
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">Feature Overrides</h5>
|
||||
<p class="text-muted small mb-3">Override plan-level feature access for this company. Leave blank (—) to inherit from the subscription plan.</p>
|
||||
<p class="text-muted small mb-3">Override plan-level feature access for this company. Leave blank (—) to inherit from the subscription plan.</p>
|
||||
<div class="row g-3 mb-4">
|
||||
<div class="col-md-6">
|
||||
<label class="form-label fw-medium">Online Payments</label>
|
||||
<select asp-for="OnlinePaymentsOverride" class="form-select">
|
||||
<option value="">— Use plan default —</option>
|
||||
<option value="">— Use plan default —</option>
|
||||
<option value="true">Force Enable</option>
|
||||
<option value="false">Force Disable</option>
|
||||
</select>
|
||||
@@ -141,7 +141,7 @@
|
||||
<div class="col-md-6">
|
||||
<label class="form-label fw-medium">Accounting Module</label>
|
||||
<select asp-for="AccountingOverride" class="form-select">
|
||||
<option value="">— Use plan default —</option>
|
||||
<option value="">— Use plan default —</option>
|
||||
<option value="true">Force Enable</option>
|
||||
<option value="false">Force Disable</option>
|
||||
</select>
|
||||
@@ -150,7 +150,7 @@
|
||||
</div>
|
||||
|
||||
<h5 class="card-title mb-3 pb-2 border-bottom">SMS Override</h5>
|
||||
<p class="text-muted small mb-3">Use this to immediately cut off SMS for a company — for example if they are sending abusive messages or have a billing dispute. This overrides the plan entitlement and the company's own opt-in setting.</p>
|
||||
<p class="text-muted small mb-3">Use this to immediately cut off SMS for a company — for example if they are sending abusive messages or have a billing dispute. This overrides the plan entitlement and the company's own opt-in setting.</p>
|
||||
<div class="mb-4">
|
||||
<div class="form-check form-switch">
|
||||
<input asp-for="SmsDisabledByAdmin" class="form-check-input" type="checkbox" role="switch" id="SmsDisabledByAdmin" />
|
||||
|
||||
@@ -61,7 +61,7 @@
|
||||
<div class="input-group">
|
||||
<span class="input-group-text"><i class="bi bi-search"></i></span>
|
||||
<input type="text" name="searchTerm" class="form-control"
|
||||
placeholder="Search by name, code, email, phone…"
|
||||
placeholder="Search by name, code, email, phone…"
|
||||
value="@searchTerm" />
|
||||
</div>
|
||||
</div>
|
||||
@@ -265,7 +265,7 @@
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
|
||||
<!-- Mobile card view — shown on screens < 992px (table-responsive hidden by mobile-cards.css) -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var company in Model)
|
||||
@@ -321,7 +321,7 @@
|
||||
{
|
||||
<div class="card-footer d-flex justify-content-between align-items-center">
|
||||
<div class="text-muted small">
|
||||
Showing @((pageNumber - 1) * pageSize + 1)–@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount companies
|
||||
Showing @((pageNumber - 1) * pageSize + 1)–@(Math.Min(pageNumber * pageSize, totalCount)) of @totalCount companies
|
||||
</div>
|
||||
<div class="d-flex align-items-center gap-3">
|
||||
<div>
|
||||
@@ -448,7 +448,7 @@
|
||||
<h6 class="fw-bold text-danger"><i class="bi bi-fire me-2"></i>Hard Delete (Permanent)</h6>
|
||||
<p class="text-muted small mb-2">
|
||||
<strong class="text-danger">This cannot be undone.</strong>
|
||||
All company data — users, jobs, quotes, customers, invoices, and everything else — will be
|
||||
All company data — users, jobs, quotes, customers, invoices, and everything else — will be
|
||||
<strong>permanently and irreversibly deleted</strong> from the database.
|
||||
</p>
|
||||
<div class="alert alert-danger alert-permanent py-2 mb-3">
|
||||
|
||||
@@ -198,7 +198,7 @@
|
||||
<form method="get" class="row g-2 align-items-end">
|
||||
<div class="col-md-4">
|
||||
<input name="search" value="@ViewBag.Search" class="form-control form-control-sm"
|
||||
placeholder="Company name or email…" />
|
||||
placeholder="Company name or email…" />
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<select name="risk" class="form-select form-select-sm">
|
||||
@@ -274,7 +274,7 @@
|
||||
<td>
|
||||
@if (h.RiskLevel == ChurnRisk.NeverActivated)
|
||||
{
|
||||
<span class="text-muted">—</span>
|
||||
<span class="text-muted">—</span>
|
||||
}
|
||||
else
|
||||
{
|
||||
@@ -338,7 +338,7 @@
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<!-- Mobile card view — shown on screens < 992px -->
|
||||
<div class="mobile-card-view">
|
||||
<div class="mobile-card-list">
|
||||
@foreach (var h in Model)
|
||||
@@ -394,7 +394,7 @@
|
||||
@if (!Model.Any(h => h.RiskLevel != ChurnRisk.Healthy) && Model.Any())
|
||||
{
|
||||
<div class="card-footer text-center py-3 text-success">
|
||||
<i class="bi bi-check-circle-fill me-2"></i>All tenants are healthy — no churn signals detected.
|
||||
<i class="bi bi-check-circle-fill me-2"></i>All tenants are healthy — no churn signals detected.
|
||||
</div>
|
||||
}
|
||||
</div>
|
||||
|
||||
@@ -53,7 +53,7 @@
|
||||
<ul class="list-unstyled mb-3">
|
||||
<li class="mb-2">
|
||||
<i class="bi bi-person-x-fill text-danger me-2"></i>
|
||||
<strong>@userCount user account@(userCount != 1 ? "s" : "")</strong> will be deactivated — no one will be able to log in.
|
||||
<strong>@userCount user account@(userCount != 1 ? "s" : "")</strong> will be deactivated — no one will be able to log in.
|
||||
</li>
|
||||
<li class="mb-2">
|
||||
<i class="bi bi-briefcase-fill text-danger me-2"></i>
|
||||
@@ -90,13 +90,13 @@
|
||||
<div class="card-body">
|
||||
<ul class="mb-0">
|
||||
<li class="mb-1">
|
||||
<strong>Pause instead of delete</strong> — Contact support to temporarily suspend your account.
|
||||
<strong>Pause instead of delete</strong> — Contact support to temporarily suspend your account.
|
||||
</li>
|
||||
<li class="mb-1">
|
||||
<strong>Cancel your subscription</strong> — Stop future billing without deleting your data.
|
||||
<strong>Cancel your subscription</strong> — Stop future billing without deleting your data.
|
||||
</li>
|
||||
<li>
|
||||
<strong>Export your data first</strong> — Go to
|
||||
<strong>Export your data first</strong> — Go to
|
||||
<a asp-controller="Reports" asp-action="Index">Reports</a>
|
||||
to export jobs, customers, invoices, and more before proceeding.
|
||||
</li>
|
||||
@@ -146,7 +146,7 @@
|
||||
<i class="bi bi-trash3 me-1"></i>Delete My Account Permanently
|
||||
</button>
|
||||
<a asp-controller="CompanySettings" asp-action="Index" class="btn btn-outline-secondary px-4">
|
||||
Cancel — Keep My Account
|
||||
Cancel — Keep My Account
|
||||
</a>
|
||||
</div>
|
||||
</form>
|
||||
@@ -176,7 +176,7 @@
|
||||
// Extra guard: prevent accidental double-submit after the form is submitted.
|
||||
document.getElementById('deleteAccountForm').addEventListener('submit', function () {
|
||||
deleteBtn.disabled = true;
|
||||
deleteBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Deleting…';
|
||||
deleteBtn.innerHTML = '<span class="spinner-border spinner-border-sm me-1"></span>Deleting…';
|
||||
});
|
||||
})();
|
||||
</script>
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
@model PowderCoating.Application.DTOs.Notification.NotificationTemplateDto
|
||||
@{
|
||||
ViewData["Title"] = $"Edit Template — {Model.DisplayName}";
|
||||
ViewData["Title"] = $"Edit Template — {Model.DisplayName}";
|
||||
ViewData["PageIcon"] = "bi-envelope-gear";
|
||||
var placeholders = ViewBag.Placeholders as List<(string Placeholder, string Description)>
|
||||
?? new List<(string, string)>();
|
||||
@@ -70,7 +70,7 @@
|
||||
|
||||
@if (isEmail)
|
||||
{
|
||||
<!-- Raw HTML textarea for email — supports {{placeholders}} and full HTML -->
|
||||
<!-- Raw HTML textarea for email — supports {{placeholders}} and full HTML -->
|
||||
<textarea asp-for="Body" class="form-control font-monospace" rows="16"
|
||||
placeholder="Enter HTML email body..."></textarea>
|
||||
<div class="form-text text-muted mt-1">
|
||||
@@ -131,7 +131,7 @@
|
||||
<div>
|
||||
<span class="badge bg-light text-dark border placeholder-pill px-2 py-1"
|
||||
onclick="copyPlaceholder('@placeholder', this)"
|
||||
title="@description — click to copy">
|
||||
title="@description — click to copy">
|
||||
@placeholder
|
||||
</span>
|
||||
<span class="copy-feedback ms-1">Copied!</span>
|
||||
|
||||
@@ -1,4 +1,4 @@
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@model PowderCoating.Application.DTOs.Company.CompanySettingsDto
|
||||
@{
|
||||
ViewData["Title"] = "Company Settings";
|
||||
ViewData["PageIcon"] = "bi-building";
|
||||
@@ -118,7 +118,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Company Information"
|
||||
data-bs-content="This information appears on every customer-facing document — quotes, invoices, and PDFs. Keep the company name, address, and email accurate so customers see the right details. The <strong>Primary Contact Email</strong> is used as the reply-to address on all outgoing notifications.<br><br><a href='/Help/Settings#company-information' target='_blank'>Learn more →</a>">
|
||||
data-bs-content="This information appears on every customer-facing document — quotes, invoices, and PDFs. Keep the company name, address, and email accurate so customers see the right details. The <strong>Primary Contact Email</strong> is used as the reply-to address on all outgoing notifications.<br><br><a href='/Help/Settings#company-information' target='_blank'>Learn more →</a>">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
@@ -165,39 +165,39 @@
|
||||
<label for="timeZone" class="form-label">Time Zone</label>
|
||||
<select class="form-select" id="timeZone" name="TimeZone">
|
||||
<optgroup label="United States">
|
||||
<option value="America/New_York" selected="@(Model.TimeZone == "America/New_York" ? "selected" : null)">Eastern (ET) — New York</option>
|
||||
<option value="America/Chicago" selected="@(Model.TimeZone == "America/Chicago" ? "selected" : null)">Central (CT) — Chicago</option>
|
||||
<option value="America/Denver" selected="@(Model.TimeZone == "America/Denver" ? "selected" : null)">Mountain (MT) — Denver</option>
|
||||
<option value="America/Phoenix" selected="@(Model.TimeZone == "America/Phoenix" ? "selected" : null)">Mountain no-DST — Phoenix</option>
|
||||
<option value="America/Los_Angeles" selected="@(Model.TimeZone == "America/Los_Angeles" ? "selected" : null)">Pacific (PT) — Los Angeles</option>
|
||||
<option value="America/Anchorage" selected="@(Model.TimeZone == "America/Anchorage" ? "selected" : null)">Alaska (AKT) — Anchorage</option>
|
||||
<option value="Pacific/Honolulu" selected="@(Model.TimeZone == "Pacific/Honolulu" ? "selected" : null)">Hawaii (HT) — Honolulu</option>
|
||||
<option value="America/New_York" selected="@(Model.TimeZone == "America/New_York" ? "selected" : null)">Eastern (ET) — New York</option>
|
||||
<option value="America/Chicago" selected="@(Model.TimeZone == "America/Chicago" ? "selected" : null)">Central (CT) — Chicago</option>
|
||||
<option value="America/Denver" selected="@(Model.TimeZone == "America/Denver" ? "selected" : null)">Mountain (MT) — Denver</option>
|
||||
<option value="America/Phoenix" selected="@(Model.TimeZone == "America/Phoenix" ? "selected" : null)">Mountain no-DST — Phoenix</option>
|
||||
<option value="America/Los_Angeles" selected="@(Model.TimeZone == "America/Los_Angeles" ? "selected" : null)">Pacific (PT) — Los Angeles</option>
|
||||
<option value="America/Anchorage" selected="@(Model.TimeZone == "America/Anchorage" ? "selected" : null)">Alaska (AKT) — Anchorage</option>
|
||||
<option value="Pacific/Honolulu" selected="@(Model.TimeZone == "Pacific/Honolulu" ? "selected" : null)">Hawaii (HT) — Honolulu</option>
|
||||
</optgroup>
|
||||
<optgroup label="Canada">
|
||||
<option value="America/Halifax" selected="@(Model.TimeZone == "America/Halifax" ? "selected" : null)">Atlantic (AT) — Halifax</option>
|
||||
<option value="America/Toronto" selected="@(Model.TimeZone == "America/Toronto" ? "selected" : null)">Eastern — Toronto</option>
|
||||
<option value="America/Winnipeg" selected="@(Model.TimeZone == "America/Winnipeg" ? "selected" : null)">Central — Winnipeg</option>
|
||||
<option value="America/Edmonton" selected="@(Model.TimeZone == "America/Edmonton" ? "selected" : null)">Mountain — Edmonton</option>
|
||||
<option value="America/Vancouver" selected="@(Model.TimeZone == "America/Vancouver" ? "selected" : null)">Pacific — Vancouver</option>
|
||||
<option value="America/Halifax" selected="@(Model.TimeZone == "America/Halifax" ? "selected" : null)">Atlantic (AT) — Halifax</option>
|
||||
<option value="America/Toronto" selected="@(Model.TimeZone == "America/Toronto" ? "selected" : null)">Eastern — Toronto</option>
|
||||
<option value="America/Winnipeg" selected="@(Model.TimeZone == "America/Winnipeg" ? "selected" : null)">Central — Winnipeg</option>
|
||||
<option value="America/Edmonton" selected="@(Model.TimeZone == "America/Edmonton" ? "selected" : null)">Mountain — Edmonton</option>
|
||||
<option value="America/Vancouver" selected="@(Model.TimeZone == "America/Vancouver" ? "selected" : null)">Pacific — Vancouver</option>
|
||||
</optgroup>
|
||||
<optgroup label="Europe">
|
||||
<option value="Europe/London" selected="@(Model.TimeZone == "Europe/London" ? "selected" : null)">GMT/BST — London</option>
|
||||
<option value="Europe/Paris" selected="@(Model.TimeZone == "Europe/Paris" ? "selected" : null)">CET — Paris / Berlin</option>
|
||||
<option value="Europe/Helsinki" selected="@(Model.TimeZone == "Europe/Helsinki" ? "selected" : null)">EET — Helsinki</option>
|
||||
<option value="Europe/Moscow" selected="@(Model.TimeZone == "Europe/Moscow" ? "selected" : null)">MSK — Moscow</option>
|
||||
<option value="Europe/London" selected="@(Model.TimeZone == "Europe/London" ? "selected" : null)">GMT/BST — London</option>
|
||||
<option value="Europe/Paris" selected="@(Model.TimeZone == "Europe/Paris" ? "selected" : null)">CET — Paris / Berlin</option>
|
||||
<option value="Europe/Helsinki" selected="@(Model.TimeZone == "Europe/Helsinki" ? "selected" : null)">EET — Helsinki</option>
|
||||
<option value="Europe/Moscow" selected="@(Model.TimeZone == "Europe/Moscow" ? "selected" : null)">MSK — Moscow</option>
|
||||
</optgroup>
|
||||
<optgroup label="Asia / Pacific">
|
||||
<option value="Asia/Dubai" selected="@(Model.TimeZone == "Asia/Dubai" ? "selected" : null)">GST — Dubai</option>
|
||||
<option value="Asia/Kolkata" selected="@(Model.TimeZone == "Asia/Kolkata" ? "selected" : null)">IST — India</option>
|
||||
<option value="Asia/Bangkok" selected="@(Model.TimeZone == "Asia/Bangkok" ? "selected" : null)">ICT — Bangkok</option>
|
||||
<option value="Asia/Shanghai" selected="@(Model.TimeZone == "Asia/Shanghai" ? "selected" : null)">CST — Beijing / Shanghai</option>
|
||||
<option value="Asia/Tokyo" selected="@(Model.TimeZone == "Asia/Tokyo" ? "selected" : null)">JST — Tokyo</option>
|
||||
<option value="Australia/Sydney" selected="@(Model.TimeZone == "Australia/Sydney" ? "selected" : null)">AEST — Sydney</option>
|
||||
<option value="Pacific/Auckland" selected="@(Model.TimeZone == "Pacific/Auckland" ? "selected" : null)">NZST — Auckland</option>
|
||||
<option value="Asia/Dubai" selected="@(Model.TimeZone == "Asia/Dubai" ? "selected" : null)">GST — Dubai</option>
|
||||
<option value="Asia/Kolkata" selected="@(Model.TimeZone == "Asia/Kolkata" ? "selected" : null)">IST — India</option>
|
||||
<option value="Asia/Bangkok" selected="@(Model.TimeZone == "Asia/Bangkok" ? "selected" : null)">ICT — Bangkok</option>
|
||||
<option value="Asia/Shanghai" selected="@(Model.TimeZone == "Asia/Shanghai" ? "selected" : null)">CST — Beijing / Shanghai</option>
|
||||
<option value="Asia/Tokyo" selected="@(Model.TimeZone == "Asia/Tokyo" ? "selected" : null)">JST — Tokyo</option>
|
||||
<option value="Australia/Sydney" selected="@(Model.TimeZone == "Australia/Sydney" ? "selected" : null)">AEST — Sydney</option>
|
||||
<option value="Pacific/Auckland" selected="@(Model.TimeZone == "Pacific/Auckland" ? "selected" : null)">NZST — Auckland</option>
|
||||
</optgroup>
|
||||
<optgroup label="South America">
|
||||
<option value="America/Sao_Paulo" selected="@(Model.TimeZone == "America/Sao_Paulo" ? "selected" : null)">BRT — São Paulo</option>
|
||||
<option value="America/Buenos_Aires" selected="@(Model.TimeZone == "America/Buenos_Aires" ? "selected" : null)">ART — Buenos Aires</option>
|
||||
<option value="America/Sao_Paulo" selected="@(Model.TimeZone == "America/Sao_Paulo" ? "selected" : null)">BRT — São Paulo</option>
|
||||
<option value="America/Buenos_Aires" selected="@(Model.TimeZone == "America/Buenos_Aires" ? "selected" : null)">ART — Buenos Aires</option>
|
||||
</optgroup>
|
||||
<optgroup label="UTC">
|
||||
<option value="UTC" selected="@(Model.TimeZone == "UTC" ? "selected" : null)">UTC</option>
|
||||
@@ -243,7 +243,7 @@
|
||||
}
|
||||
else
|
||||
{
|
||||
<div class="text-muted small mb-2">No period lock set — all dates are open.</div>
|
||||
<div class="text-muted small mb-2">No period lock set — all dates are open.</div>
|
||||
}
|
||||
</div>
|
||||
<div class="col-md-4">
|
||||
@@ -353,7 +353,7 @@
|
||||
<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>">
|
||||
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>
|
||||
@@ -368,7 +368,7 @@
|
||||
<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-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>
|
||||
@@ -506,7 +506,7 @@
|
||||
<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.">
|
||||
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>
|
||||
@@ -554,7 +554,7 @@
|
||||
<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.">
|
||||
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>
|
||||
@@ -678,7 +678,7 @@
|
||||
<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.">
|
||||
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>
|
||||
@@ -775,11 +775,11 @@
|
||||
</div>
|
||||
<div class="d-flex align-items-center gap-1 ms-auto">
|
||||
<span class="text-muted">=</span>
|
||||
<span id="ovenDimResult" class="fw-semibold small text-primary" style="min-width:65px;">—</span>
|
||||
<span id="ovenDimResult" class="fw-semibold small text-primary" style="min-width:65px;">—</span>
|
||||
<button type="button" class="btn btn-sm btn-outline-primary" id="ovenDimApply" disabled>Use</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="text-muted mt-1" style="font-size:.72rem;">W × D × H of oven interior — 20% deducted for rack & wall depth</div>
|
||||
<div class="text-muted mt-1" style="font-size:.72rem;">W × D × H of oven interior — 20% deducted for rack & wall depth</div>
|
||||
</div>
|
||||
<div class="mb-3">
|
||||
<label for="ovenOrderInput" class="form-label">Display Order</label>
|
||||
@@ -810,7 +810,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="AI Photo Quote Profile"
|
||||
data-bs-content="Describe your shop's specialties, typical items, and pricing style in plain language. This text is injected into the AI's system prompt every time a photo quote is analysed — the more specific you are, the better calibrated the estimates will be for your business. You can also describe anything the AI tends to get wrong. <br><br><strong>Additionally</strong>, the AI automatically learns from quotes your team accepted without overriding — those become calibration examples that improve accuracy over time.">
|
||||
data-bs-content="Describe your shop's specialties, typical items, and pricing style in plain language. This text is injected into the AI's system prompt every time a photo quote is analysed — the more specific you are, the better calibrated the estimates will be for your business. You can also describe anything the AI tends to get wrong. <br><br><strong>Additionally</strong>, the AI automatically learns from quotes your team accepted without overriding — those become calibration examples that improve accuracy over time.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
@@ -821,9 +821,9 @@
|
||||
<div class="mb-3">
|
||||
<label for="aiContextProfile" class="form-label fw-semibold">Shop Description</label>
|
||||
<textarea id="aiContextProfile" class="form-control" rows="8" maxlength="2000"
|
||||
placeholder="Examples: • We specialise in automotive restoration — wheels, frames, suspension brackets, and roll cages are our bread and butter. • Our customers expect premium pricing. We rarely work on items over 20 sqft. • Most items come to us already stripped; sandblasting adds roughly 15 min per item on average. • We use a 2-stage cure cycle — pre-heat 10 min, coat, cure 20 min at 400°F.">@(Model.OperatingCosts?.AiContextProfile)</textarea>
|
||||
placeholder="Examples: • We specialise in automotive restoration — wheels, frames, suspension brackets, and roll cages are our bread and butter. • Our customers expect premium pricing. We rarely work on items over 20 sqft. • Most items come to us already stripped; sandblasting adds roughly 15 min per item on average. • We use a 2-stage cure cycle — pre-heat 10 min, coat, cure 20 min at 400°F.">@(Model.OperatingCosts?.AiContextProfile)</textarea>
|
||||
<div class="d-flex justify-content-between mt-1">
|
||||
<small class="text-muted">Plain language — write it as if briefing a new estimator on your shop.</small>
|
||||
<small class="text-muted">Plain language — write it as if briefing a new estimator on your shop.</small>
|
||||
<small class="text-muted"><span id="aiProfileCharCount">@(Model.OperatingCosts?.AiContextProfile?.Length ?? 0)</span>/2000</small>
|
||||
</div>
|
||||
</div>
|
||||
@@ -832,7 +832,7 @@
|
||||
<i class="bi bi-floppy me-1"></i> Save AI Profile
|
||||
</button>
|
||||
<button type="button" class="btn btn-outline-secondary" id="btnGenerateAiDraft"
|
||||
title="Build a suggested profile from your existing settings — ovens, workers, inventory categories, and rates">
|
||||
title="Build a suggested profile from your existing settings — ovens, workers, inventory categories, and rates">
|
||||
<i class="bi bi-stars me-1"></i> Generate from my settings
|
||||
</button>
|
||||
<span id="aiProfileStatus" class="small"></span>
|
||||
@@ -843,9 +843,9 @@
|
||||
<div class="card bg-light border-0">
|
||||
<div class="card-body">
|
||||
<h6 class="card-title"><i class="bi bi-lightbulb text-warning me-1"></i> How AI Learning Works</h6>
|
||||
<p class="small mb-2"><strong>Layer 1 — Pricing config:</strong> Your operating costs (labor, equipment, markup) are always injected automatically.</p>
|
||||
<p class="small mb-2"><strong>Layer 2 — Your shop profile:</strong> The description you write here is added to every AI analysis, guiding estimates toward your typical work.</p>
|
||||
<p class="small mb-0"><strong>Layer 3 — Automatic learning:</strong> Each time your team accepts an AI estimate without changing it, that item is silently added as a calibration example. The AI improves on its own the more you use it.</p>
|
||||
<p class="small mb-2"><strong>Layer 1 — Pricing config:</strong> Your operating costs (labor, equipment, markup) are always injected automatically.</p>
|
||||
<p class="small mb-2"><strong>Layer 2 — Your shop profile:</strong> The description you write here is added to every AI analysis, guiding estimates toward your typical work.</p>
|
||||
<p class="small mb-0"><strong>Layer 3 — Automatic learning:</strong> Each time your team accepts an AI estimate without changing it, that item is silently added as a calibration example. The AI improves on its own the more you use it.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -874,10 +874,10 @@
|
||||
<div class="mb-3">
|
||||
<label class="form-label fw-medium">Shop Size</label>
|
||||
<select class="form-select" id="shopCapabilityTier" style="max-width:320px">
|
||||
<option value="0" selected="@(tierVal == 0 ? "selected" : null)">Garage — Home setup, part-time</option>
|
||||
<option value="1" selected="@(tierVal == 1 ? "selected" : null)">Small — 1–5 person shop</option>
|
||||
<option value="2" selected="@(tierVal == 2 ? "selected" : null)">Medium — Established shop, 5–10 people</option>
|
||||
<option value="3" selected="@(tierVal == 3 ? "selected" : null)">Large — High-volume, 10+ people</option>
|
||||
<option value="0" selected="@(tierVal == 0 ? "selected" : null)">Garage — Home setup, part-time</option>
|
||||
<option value="1" selected="@(tierVal == 1 ? "selected" : null)">Small — 1–5 person shop</option>
|
||||
<option value="2" selected="@(tierVal == 2 ? "selected" : null)">Medium — Established shop, 5–10 people</option>
|
||||
<option value="3" selected="@(tierVal == 3 ? "selected" : null)">Large — High-volume, 10+ people</option>
|
||||
</select>
|
||||
<div class="form-text">Used by the AI when estimating job complexity and throughput.</div>
|
||||
</div>
|
||||
@@ -978,11 +978,11 @@
|
||||
<div class="mb-3">
|
||||
<label class="form-label">Default Currency</label>
|
||||
<select class="form-select" id="defaultCurrency" name="DefaultCurrency">
|
||||
<option value="USD" selected="@(Model.Preferences?.DefaultCurrency == "USD" ? "selected" : null)">USD — US Dollar</option>
|
||||
<option value="CAD" selected="@(Model.Preferences?.DefaultCurrency == "CAD" ? "selected" : null)">CAD — Canadian Dollar</option>
|
||||
<option value="EUR" selected="@(Model.Preferences?.DefaultCurrency == "EUR" ? "selected" : null)">EUR — Euro</option>
|
||||
<option value="GBP" selected="@(Model.Preferences?.DefaultCurrency == "GBP" ? "selected" : null)">GBP — British Pound</option>
|
||||
<option value="AUD" selected="@(Model.Preferences?.DefaultCurrency == "AUD" ? "selected" : null)">AUD — Australian Dollar</option>
|
||||
<option value="USD" selected="@(Model.Preferences?.DefaultCurrency == "USD" ? "selected" : null)">USD — US Dollar</option>
|
||||
<option value="CAD" selected="@(Model.Preferences?.DefaultCurrency == "CAD" ? "selected" : null)">CAD — Canadian Dollar</option>
|
||||
<option value="EUR" selected="@(Model.Preferences?.DefaultCurrency == "EUR" ? "selected" : null)">EUR — Euro</option>
|
||||
<option value="GBP" selected="@(Model.Preferences?.DefaultCurrency == "GBP" ? "selected" : null)">GBP — British Pound</option>
|
||||
<option value="AUD" selected="@(Model.Preferences?.DefaultCurrency == "AUD" ? "selected" : null)">AUD — Australian Dollar</option>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
@@ -1046,7 +1046,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Number Prefixes"
|
||||
data-bs-content="The prefix is combined with a date stamp and sequence number to form record IDs — for example prefix <strong>QT</strong> produces <em>QT-2603-0042</em>. Change the prefix to match your preferred numbering convention. Changing it only affects <strong>new</strong> records; existing numbers are not renamed.">
|
||||
data-bs-content="The prefix is combined with a date stamp and sequence number to form record IDs — for example prefix <strong>QT</strong> produces <em>QT-2603-0042</em>. Change the prefix to match your preferred numbering convention. Changing it only affects <strong>new</strong> records; existing numbers are not renamed.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h6>
|
||||
@@ -1082,7 +1082,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Job & Workflow Defaults"
|
||||
data-bs-content="Controls how jobs are created and flow through your shop. <strong>Require Customer PO</strong> enforces that a PO number is entered before a job can be saved — useful for commercial accounts. <strong>Allow Customer Approval</strong> enables the approval step in the job workflow — when a quote is approved, the job moves to an Approved status before work begins.">
|
||||
data-bs-content="Controls how jobs are created and flow through your shop. <strong>Require Customer PO</strong> enforces that a PO number is entered before a job can be saved — useful for commercial accounts. <strong>Allow Customer Approval</strong> enables the approval step in the job workflow — when a quote is approved, the job moves to an Approved status before work begins.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
@@ -1141,7 +1141,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Notifications & Alerts"
|
||||
data-bs-content="Controls which events send emails to your team and customers. Set the <strong>From Email Address</strong> to a domain you control — using a domain-verified address prevents emails landing in spam. If left blank, the system default address is used. Turn off notification types you don't need to avoid inbox noise.">
|
||||
data-bs-content="Controls which events send emails to your team and customers. Set the <strong>From Email Address</strong> to a domain you control — using a domain-verified address prevents emails landing in spam. If left blank, the system default address is used. Turn off notification types you don't need to avoid inbox noise.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
@@ -1311,7 +1311,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Notification Templates"
|
||||
data-bs-content="Customise the subject and body of every automated email sent by the system — job status updates, quote approvals, invoice reminders, and more. Templates use <strong>{{placeholder}}</strong> tokens that are replaced with live data when the email is sent. Click <strong>Edit</strong> on any row to modify it; use <strong>Reset to Default</strong> to restore the original wording at any time.<br><br>Changes take effect immediately — the next triggered notification will use the updated template.">
|
||||
data-bs-content="Customise the subject and body of every automated email sent by the system — job status updates, quote approvals, invoice reminders, and more. Templates use <strong>{{placeholder}}</strong> tokens that are replaced with live data when the email is sent. Click <strong>Edit</strong> on any row to modify it; use <strong>Reset to Default</strong> to restore the original wording at any time.<br><br>Changes take effect immediately — the next triggered notification will use the updated template.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
@@ -1371,7 +1371,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Data Retention"
|
||||
data-bs-content="Controls how long records are kept. Most businesses set quote and job retention to <strong>7 years</strong> to satisfy tax and audit requirements. <strong>Deleted record retention</strong> is the grace period after a soft-delete before the record is permanently purged — useful if someone accidentally deletes something.">
|
||||
data-bs-content="Controls how long records are kept. Most businesses set quote and job retention to <strong>7 years</strong> to satisfy tax and audit requirements. <strong>Deleted record retention</strong> is the grace period after a soft-delete before the record is permanently purged — useful if someone accidentally deletes something.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
@@ -1433,7 +1433,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right"
|
||||
data-bs-title="Data Lookups"
|
||||
data-bs-content="Lookups are the dropdown options that appear throughout the app — job statuses, priorities, quote statuses, and more. You can rename labels, change colours, and reorder them to match your shop's terminology. <strong>Status codes</strong> drive workflow logic and should not be changed unless you understand the impact.">
|
||||
data-bs-content="Lookups are the dropdown options that appear throughout the app — job statuses, priorities, quote statuses, and more. You can rename labels, change colours, and reorder them to match your shop's terminology. <strong>Status codes</strong> drive workflow logic and should not be changed unless you understand the impact.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</h5>
|
||||
@@ -1869,7 +1869,7 @@
|
||||
<textarea id="woTerms" class="form-control" rows="5" maxlength="2000"
|
||||
placeholder="e.g. *Products must be picked up within 5 days of notification of completion or a storage fee may apply."
|
||||
>@(Model.Preferences?.WoTerms ?? "")</textarea>
|
||||
<div class="form-text">Printed in italic at the bottom of every blank work order. Supports plain text — use * or ** for visual emphasis.</div>
|
||||
<div class="form-text">Printed in italic at the bottom of every blank work order. Supports plain text — use * or ** for visual emphasis.</div>
|
||||
</div>
|
||||
|
||||
<div class="d-flex gap-2 align-items-center">
|
||||
@@ -2168,7 +2168,7 @@
|
||||
<div class="modal-content">
|
||||
<div class="modal-header bg-primary text-white">
|
||||
<h5 class="modal-title" id="smsTermsModalLabel">
|
||||
<i class="bi bi-phone me-2"></i>SMS Notifications — Terms of Service
|
||||
<i class="bi bi-phone me-2"></i>SMS Notifications — Terms of Service
|
||||
</h5>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
@@ -2178,9 +2178,9 @@
|
||||
</div>
|
||||
|
||||
<h6 class="fw-bold">1. Prior Express Written Consent Required</h6>
|
||||
<p class="text-muted small">You <strong>must obtain clear, documented consent</strong> from each customer before sending them any SMS message. This means each customer must have explicitly agreed — in writing or through a recorded digital interaction — that they wish to receive text messages from your business. Enabling this feature is not consent on their behalf. You must collect and record their authorization individually, before enabling SMS for their account in this system.</p>
|
||||
<p class="text-muted small">You <strong>must obtain clear, documented consent</strong> from each customer before sending them any SMS message. This means each customer must have explicitly agreed — in writing or through a recorded digital interaction — that they wish to receive text messages from your business. Enabling this feature is not consent on their behalf. You must collect and record their authorization individually, before enabling SMS for their account in this system.</p>
|
||||
|
||||
<h6 class="fw-bold">2. Federal Law Governs SMS — Fines Are Real</h6>
|
||||
<h6 class="fw-bold">2. Federal Law Governs SMS — Fines Are Real</h6>
|
||||
<p class="text-muted small">The <strong>Telephone Consumer Protection Act (TCPA)</strong>, enforced by the Federal Communications Commission (FCC), imposes fines of <strong>$500 to $1,500 per individual message</strong> sent without proper authorization. These fines apply per text, not per customer. A single campaign to 100 unconsented recipients could result in exposure of $50,000 to $150,000. The FCC and private plaintiffs both actively pursue TCPA violations.</p>
|
||||
|
||||
<h6 class="fw-bold">3. Opt-Out Requests Must Be Honored Immediately</h6>
|
||||
@@ -2189,7 +2189,7 @@
|
||||
<h6 class="fw-bold">4. Message Rates & Content Restrictions</h6>
|
||||
<p class="text-muted small">Every message sent must include your business name and an opt-out reminder (e.g., "Reply STOP to opt out"). Messages must be directly relevant to the service the customer consented to receive and must not contain solicitations, promotions, or third-party offers unless the customer has separately consented to those.</p>
|
||||
|
||||
<h6 class="fw-bold">5. Your Responsibility — Not Ours</h6>
|
||||
<h6 class="fw-bold">5. Your Responsibility — Not Ours</h6>
|
||||
<p class="text-muted small">Powder Coating Logix provides this feature as a communication tool only. <strong>We are not responsible for how you use it.</strong> You agree that your company is solely responsible for obtaining proper consent, maintaining records of that consent, honoring opt-outs, and ensuring all outbound messages comply with the TCPA, FCC regulations, and any applicable state laws. You agree to indemnify and hold Powder Coating Logix harmless from any claims, fines, or damages arising from your company's use of SMS.</p>
|
||||
|
||||
<hr />
|
||||
@@ -2201,7 +2201,7 @@
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<button type="button" class="btn btn-secondary" id="smsTermsDeclineBtn">Cancel — Keep SMS Disabled</button>
|
||||
<button type="button" class="btn btn-secondary" id="smsTermsDeclineBtn">Cancel — Keep SMS Disabled</button>
|
||||
<button type="button" class="btn btn-primary" id="smsTermsAcceptBtn" disabled>
|
||||
<i class="bi bi-check-circle me-1"></i>I Agree & Enable SMS
|
||||
</button>
|
||||
@@ -2469,7 +2469,7 @@
|
||||
});
|
||||
});
|
||||
|
||||
// AI Profile — char counter and save (elements only exist when AiPhotoQuotesEnabled)
|
||||
// AI Profile — char counter and save (elements only exist when AiPhotoQuotesEnabled)
|
||||
$('#aiContextProfile').on('input', function () {
|
||||
$('#aiProfileCharCount').text($(this).val().length);
|
||||
});
|
||||
@@ -2511,7 +2511,7 @@
|
||||
if (response.success) {
|
||||
$('#aiContextProfile').val(response.draft);
|
||||
$('#aiProfileCharCount').text(response.draft.length);
|
||||
showToast('info', 'Draft generated — review and edit it, then click Save AI Profile.');
|
||||
showToast('info', 'Draft generated — review and edit it, then click Save AI Profile.');
|
||||
} else {
|
||||
showToast('error', response.message);
|
||||
}
|
||||
@@ -2525,7 +2525,7 @@
|
||||
});
|
||||
});
|
||||
|
||||
// Quoting Calibration — save
|
||||
// Quoting Calibration — save
|
||||
$('#saveBlastProfile').on('click', function () {
|
||||
var btn = $(this);
|
||||
btn.prop('disabled', true).html('<span class="spinner-border spinner-border-sm"></span> Saving...');
|
||||
@@ -2631,7 +2631,7 @@
|
||||
};
|
||||
}, 'Save Retention Policy');
|
||||
|
||||
// SMS toggle — shows terms modal on first enable (or after terms version change)
|
||||
// SMS toggle — shows terms modal on first enable (or after terms version change)
|
||||
(function () {
|
||||
const toggle = document.getElementById('smsEnabledToggle');
|
||||
if (!toggle) return;
|
||||
@@ -2737,7 +2737,7 @@
|
||||
<script src="~/js/company-settings-lookups-modals.js" asp-append-version="true"></script>
|
||||
<script>
|
||||
// ── Oven Costs Management ──────────────────────────────────────────────
|
||||
// Cache element references once — modal is now outside all forms
|
||||
// Cache element references once — modal is now outside all forms
|
||||
|
||||
const _ovenModal = new bootstrap.Modal(document.getElementById('ovenModal'));
|
||||
const _ovenTitle = document.getElementById('ovenModalTitle');
|
||||
@@ -2765,7 +2765,7 @@
|
||||
if (!data.success) throw new Error(data.message);
|
||||
renderOvenTable(data.data);
|
||||
_ovenCount.textContent = data.data.length === 0
|
||||
? 'No shop ovens — default rate will be used on all quotes.'
|
||||
? 'No shop ovens — default rate will be used on all quotes.'
|
||||
: `${data.data.length} oven(s) configured`;
|
||||
} catch (e) {
|
||||
_ovenBody.innerHTML = `<tr><td colspan="6" class="text-center text-danger">Failed to load ovens: ${escHtml(e.message)}</td></tr>`;
|
||||
@@ -2783,7 +2783,7 @@
|
||||
<tr>
|
||||
<td><strong>${escHtml(o.label)}</strong></td>
|
||||
<td>$${parseFloat(o.costPerHour).toFixed(2)}/hr</td>
|
||||
<td class="text-muted small">${o.maxLoadSqFt != null ? parseFloat(o.maxLoadSqFt).toFixed(0) + ' sqft' : '—'}</td>
|
||||
<td class="text-muted small">${o.maxLoadSqFt != null ? parseFloat(o.maxLoadSqFt).toFixed(0) + ' sqft' : '—'}</td>
|
||||
<td>${o.displayOrder}</td>
|
||||
<td>${o.isActive
|
||||
? '<span class="badge bg-success">Active</span>'
|
||||
@@ -2887,7 +2887,7 @@
|
||||
document.getElementById('ovenCalcToggle').addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
const hidden = _calcPanel.classList.toggle('d-none');
|
||||
if (!hidden) { _calcW.value = ''; _calcD.value = ''; _calcH.value = ''; _calcResult.textContent = '—'; _calcApply.disabled = true; _calcW.focus(); }
|
||||
if (!hidden) { _calcW.value = ''; _calcD.value = ''; _calcH.value = ''; _calcResult.textContent = '—'; _calcApply.disabled = true; _calcW.focus(); }
|
||||
});
|
||||
|
||||
function _updateCalc() {
|
||||
@@ -2907,7 +2907,7 @@
|
||||
_calcApply.disabled = false;
|
||||
_calcApply.dataset.val = val;
|
||||
} else {
|
||||
_calcResult.textContent = '—';
|
||||
_calcResult.textContent = '—';
|
||||
_calcApply.disabled = true;
|
||||
}
|
||||
}
|
||||
@@ -2925,7 +2925,7 @@
|
||||
document.getElementById('ovenModal').addEventListener('hidden.bs.modal', function () {
|
||||
_calcPanel.classList.add('d-none');
|
||||
_calcW.value = ''; _calcD.value = ''; _calcH.value = '';
|
||||
_calcResult.textContent = '—'; _calcApply.disabled = true;
|
||||
_calcResult.textContent = '—'; _calcApply.disabled = true;
|
||||
});
|
||||
// ─────────────────────────────────────────────────────────────────────
|
||||
|
||||
@@ -3108,7 +3108,7 @@
|
||||
onmouseenter="this.classList.replace('bg-light','bg-primary');this.classList.replace('text-dark','text-white')"
|
||||
onmouseleave="this.classList.replace('bg-primary','bg-light');this.classList.replace('text-white','text-dark')"
|
||||
onclick="ntplCopyPlaceholder('${p.placeholder}', this)"
|
||||
title="${p.description} — click to copy">
|
||||
title="${p.description} — click to copy">
|
||||
${p.placeholder}
|
||||
</span>
|
||||
<span class="ms-1 text-success small" style="display:none;">Copied!</span>
|
||||
|
||||
@@ -435,13 +435,13 @@
|
||||
<div class="col-sm-6">
|
||||
<label for="blastSetupNozzleSize" class="form-label">Nozzle Size</label>
|
||||
<select class="form-select blast-modal-input" id="blastSetupNozzleSize">
|
||||
<option value="2">#2 (1/8") — Very small / entry level</option>
|
||||
<option value="3">#3 (3/16") — Small / hobby</option>
|
||||
<option value="4">#4 (1/4") — Light duty</option>
|
||||
<option value="5" selected>#5 (5/16") — Medium (most common)</option>
|
||||
<option value="6">#6 (3/8") — Heavy duty</option>
|
||||
<option value="7">#7 (7/16") — High volume</option>
|
||||
<option value="8">#8 (1/2") — Industrial</option>
|
||||
<option value="2">#2 (1/8") — Very small / entry level</option>
|
||||
<option value="3">#3 (3/16") — Small / hobby</option>
|
||||
<option value="4">#4 (1/4") — Light duty</option>
|
||||
<option value="5" selected>#5 (5/16") — Medium (most common)</option>
|
||||
<option value="6">#6 (3/8") — Heavy duty</option>
|
||||
<option value="7">#7 (7/16") — High volume</option>
|
||||
<option value="8">#8 (1/2") — Industrial</option>
|
||||
</select>
|
||||
</div>
|
||||
<div class="col-sm-6">
|
||||
@@ -465,7 +465,7 @@
|
||||
<div class="col-sm-6 d-flex align-items-end">
|
||||
<div class="w-100 p-3 bg-light rounded text-center">
|
||||
<div class="text-muted small">Derived Rate</div>
|
||||
<div class="fw-bold fs-5" id="blastSetupDerivedRate">—</div>
|
||||
<div class="fw-bold fs-5" id="blastSetupDerivedRate">—</div>
|
||||
<div class="text-muted small">sqft/hr</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
@model PowderCoating.Application.DTOs.User.CreateCompanyUserDto
|
||||
@model PowderCoating.Application.DTOs.User.CreateCompanyUserDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Add New User";
|
||||
ViewData["PageIcon"] = "bi-person-plus";
|
||||
ViewData["PageHelpTitle"] = "Add New User";
|
||||
ViewData["PageHelpContent"] = "Creates a new login account for a member of your company. The email address doubles as the login username. Set a temporary password — the user can change it from their Profile page after their first login. Assign a Role, then fine-tune individual permissions below.";
|
||||
ViewData["PageHelpContent"] = "Creates a new login account for a member of your company. The email address doubles as the login username. Set a temporary password — the user can change it from their Profile page after their first login. Assign a Role, then fine-tune individual permissions below.";
|
||||
}
|
||||
|
||||
<div class="container">
|
||||
@@ -26,7 +26,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Basic Information"
|
||||
data-bs-content="First Name, Last Name, and Email are required. The email is used as the login username — it must be unique across the system. Employee Number is an optional internal reference. The user can update their name and phone from their own Profile page after logging in.">
|
||||
data-bs-content="First Name, Last Name, and Email are required. The email is used as the login username — it must be unique across the system. Employee Number is an optional internal reference. The user can update their name and phone from their own Profile page after logging in.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@@ -1,10 +1,10 @@
|
||||
@model PowderCoating.Application.DTOs.User.UpdateCompanyUserDto
|
||||
@model PowderCoating.Application.DTOs.User.UpdateCompanyUserDto
|
||||
|
||||
@{
|
||||
ViewData["Title"] = "Edit User";
|
||||
ViewData["PageIcon"] = "bi-person-gear";
|
||||
ViewData["PageHelpTitle"] = "Edit User";
|
||||
ViewData["PageHelpContent"] = "Update this user's account details, role, and permissions. Unchecking User Active prevents the user from logging in without deleting their account or history. Changing the email here also changes their login username — notify them so they can log in with the new address.";
|
||||
ViewData["PageHelpContent"] = "Update this user's account details, role, and permissions. Unchecking User Active prevents the user from logging in without deleting their account or history. Changing the email here also changes their login username — notify them so they can log in with the new address.";
|
||||
}
|
||||
|
||||
<div class="container">
|
||||
@@ -36,7 +36,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Basic Information"
|
||||
data-bs-content="Email is this user's login username — changing it here means they must use the new address to log in. User Active controls whether the account can sign in; deactivating preserves all data without deleting the account. To reset a password, the user can use Forgot Password on the login page, or a SuperAdmin can set one directly.">
|
||||
data-bs-content="Email is this user's login username — changing it here means they must use the new address to log in. User Active controls whether the account can sign in; deactivating preserves all data without deleting the account. To reset a password, the user can use Forgot Password on the login page, or a SuperAdmin can set one directly.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
@@ -80,7 +80,7 @@
|
||||
<a tabindex="0" class="help-icon" role="button"
|
||||
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
|
||||
data-bs-title="Role & Department"
|
||||
data-bs-content="Changing the Role updates the user's base access level immediately on save. Termination Date is informational — to actually prevent login, also uncheck User Active above. Department and Position appear on the user's profile card and in the Manage Users list.">
|
||||
data-bs-content="Changing the Role updates the user's base access level immediately on save. Termination Date is informational — to actually prevent login, also uncheck User Active above. Department and Position appear on the user's profile card and in the Manage Users list.">
|
||||
<i class="bi bi-question-circle"></i>
|
||||
</a>
|
||||
</div>
|
||||
|
||||
@@ -55,7 +55,7 @@
|
||||
</div>
|
||||
<div class="flex-grow-1">
|
||||
<div class="fw-semibold">AI Assistant</div>
|
||||
<div class="text-muted small">Ask anything — available 24/7 in the bottom-right corner.</div>
|
||||
<div class="text-muted small">Ask anything — available 24/7 in the bottom-right corner.</div>
|
||||
</div>
|
||||
<button type="button" class="btn btn-sm btn-outline-success flex-shrink-0"
|
||||
onclick="document.getElementById('aiHelpTrigger')?.click()">
|
||||
@@ -122,7 +122,7 @@
|
||||
<div class="col-md-6">
|
||||
<label asp-for="Form.Category" class="form-label fw-semibold"></label>
|
||||
<select asp-for="Form.Category" class="form-select">
|
||||
<option value="">— Select a Category —</option>
|
||||
<option value="">— Select a Category —</option>
|
||||
@foreach (var cat in ContactFormModel.Categories)
|
||||
{
|
||||
<option value="@cat" selected="@(Model.Form.Category == cat)">@cat</option>
|
||||
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user