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58 Commits

Author SHA1 Message Date
spouliot 7cbae31916 Fix invoice ProjectName not pre-filling on edit; add to Details view
Edit GET now falls back to job.ProjectName for invoices created before the
column was added. Details view shows Project Name alongside Customer PO.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 08:58:09 -04:00
spouliot 9367e358d9 Add Project Name field to invoice create and edit forms
Stores ProjectName on the Invoice entity (previously only inherited from the
linked job at display time). Pre-fills from the job when creating from a job.
Migration: AddInvoiceProjectName.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 08:50:02 -04:00
spouliot 9f1460c9c0 Make Low Stock stat card clickable to filter inventory by low stock items
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 16:48:04 -04:00
spouliot 94e536178c Add optional Project Name field to quotes, jobs, and printed documents
- Add ProjectName (nvarchar 100, nullable) to Quote and Job entities;
  migration AddProjectNameToQuotesAndJobs applied
- Add ProjectName to all relevant DTOs: QuoteDto/Create/Update,
  JobDto/List/Create/Update, InvoiceDto (mapped from Job.ProjectName
  via AutoMapper so the invoice PDF picks it up without a separate column)
- Form field added after Customer PO in Quote Create/Edit and Job Create/Edit
- CreateJobFromQuote copies ProjectName from quote to job automatically
- Details views (Quote and Job) display Project when set
- Printable quote PDF: Project row in the quote details block
- Work order: Project row in customer/job info section
- Invoice PDF: Project shown in the Job Reference block alongside Job # and PO #

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 14:48:28 -04:00
spouliot 456d054229 Fix prospect quote conversion losing the job; add reply-to in email footer
QuotesController — ConvertToCustomer POST was wrongly setting the quote
status to 'Converted' (which means a job exists) and redirecting to the
customer page with no job created. The quote then disappeared from the
default list filter and the user had no way to create the job without
hunting for it. Fix: leave the quote at 'Approved' after customer
creation and redirect back to the quote details page with a toast
prompting the next step. 'Converted' status is now set exclusively by
CreateJobFromQuote when a job actually exists.

NotificationService — add tenant reply-to email address as a visible
line in the email footer so customers who ignore or whose mail client
doesn't honour the Reply-To header still have a clear address to contact.
Also adds Warning-level logging when no reply-to is configured for a
company so future routing issues are diagnosable from app logs.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 10:35:48 -04:00
spouliot f38a1e3273 Add Reply-To diagnostic logging to GetEmailFromAsync
Logs a Warning when no Reply-To email is configured for a company
(so the logs show why replies land at the platform sender address)
and a Debug entry when one is set, making future send issues
diagnosable without needing the SendGrid Activity API.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-04 11:08:45 -04:00
spouliot 03b425a12f Update blast rate tests to match nozzle-primary formula
Remove the CFM=0→zero test (CFM no longer in the formula path).
Update expected values to match the new nozzle-primary tables and
corrected TierDefaults CFM/nozzle pairings. Add WetBlasting and
RustAndScale substrate coverage.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 16:21:39 -04:00
spouliot 8453449833 Recalibrate blast rate formula from industry reference tables
Replace the inaccurate CFM-based formula with nozzle-primary tables
sourced from industry standard abrasive blast cleaning references:
- Pressure pot: midpoints averaged from two reference tables
  (#4 nozzle: 115 sqft/hr, #5: 175 sqft/hr, etc.)
- Siphon cabinet: dedicated siphon cabinet reference table
  (#4 nozzle: 125 sqft/hr, #3: 75 sqft/hr, etc.)
- SiphonPot: 80% of pressure pot rate (open gravity feed, no enclosure)
- WetBlasting: 60% of pressure pot rate (water-media reduces velocity)

CFM is removed from the rate formula entirely — nozzle size determines
throughput and CFM draw, so CFM is a consequence of nozzle choice, not
an independent variable. Override field still bypasses formula for shops
that have measured their own throughput.

Also corrects TierDefaults nozzle/CFM pairings which were mismatched
(e.g. Small tier had 40 CFM assigned to a #5 nozzle that needs 150 CFM).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 16:12:45 -04:00
spouliot ad986561c9 Fix AI quote blast rate: single formula path, correct client preview
Root cause: company-settings-lookups.js had its own baseByCfm/multiplier
tables that were completely different from ShopCapabilityCalculator.cs,
so the UI showed an inflated rate (e.g. 82 sqft/hr) while the AI prompt
received the server-computed rate (e.g. 9 sqft/hr).

- Add CompanySettingsController.DeriveBlastRate endpoint — thin GET that
  calls ShopCapabilityCalculator directly; now the single formula path
- Delete all client-side formula code (baseByCfm, multiplier tables,
  deriveBlastRate) — ~30 lines removed
- Modal live preview calls /CompanySettings/DeriveBlastRate with 250ms
  debounce instead of computing locally
- Blast setup table uses setup.derivedRate from GetBlastSetups (already
  server-computed) instead of recalculating client-side
- QuotesController.AiAnalyzeItem: when no blast setup is explicitly
  selected, fall back to the company's default blast setup so the
  configured rate is always used

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 15:57:46 -04:00
spouliot 0d5553f3b2 Fix dark mode hover colors in coat/powder dropdown menus
Replace all hardcoded light-mode colors (#f0f4ff, #e8eeff, #fff8e1, #fff)
with Bootstrap CSS variables (--bs-secondary-bg, --bs-primary-bg-subtle,
--bs-warning-bg-subtle, --bs-body-bg) so dropdown containers and hover
states render correctly in both light and dark mode.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 15:12:24 -04:00
spouliot 87bbf158a4 Fix material usage logging: remaining weight mode, edit modal, and consolidate duplicate logic
- InventoryController: extract RecordInventoryUsageAsync helper; both LogUsage
  (scan page) and LogMaterial (jobs modal, moved from JobsController) call it —
  no more duplicate save/GL logic across two controllers
- Log Material modal: replace radio buttons with prominent toggle buttons so the
  active mode (Amount Used vs Amount Remaining) is always visually obvious; add
  always-visible preview line showing exactly what will be logged before saving
- Edit Usage modal: add quantity field (pre-populated from existing transaction)
  with delta adjustment to InventoryItem.QuantityOnHand on save; include
  completed/terminal jobs in the dropdown so entries can be corrected after a
  job is marked done
- Scan page job picker: include jobs completed within the last 7 days (marked
  with '(completed)') so usage can be logged after a job is finished

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 14:31:02 -04:00
spouliot f453a95f28 Add hover tooltips on job list rows showing description and PO number
Adds CustomerPO to JobListDto (maps by convention), then builds a
Bootstrap tooltip per row with description · PO: xxx, skipping blank
fields. Rows with neither get no tooltip. Helps identify jobs at a
glance without opening the details page.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 18:53:52 -04:00
spouliot d9e98a55d2 Fix customer email inputs to allow comma-separated addresses
type="email" triggers jQuery Validate's email rule which rejects commas,
blocking multi-address input despite the multiple attribute. Switching to
type="text" defers validation to the server-side SplitEmails/MailAddress
logic in the DTO which already handles comma-separated lists correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 12:16:30 -04:00
spouliot 99deca3b62 Default imported formula templates to active regardless of export state
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 11:14:48 -04:00
spouliot 23e64829bb Fix formula export/import: embed fields as real JSON array, not escaped string
Previously FieldsJson was serialized as an escaped string in the export
file, which was fragile and unreadable. Now parsed into a JsonElement and
embedded as a proper JSON array under the key "fields". Import reads it
back with GetRawText() to reconstruct the stored string. This prevents
the null/empty fields bug caused by manually-edited or round-tripped files.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 11:06:38 -04:00
spouliot cd4c233b60 Fix formula export casing: use camelCase to match import property lookups
System.Text.Json defaults to PascalCase for anonymous types, producing
"Name"/"OutputMode" etc., while the import used TryGetProperty("name")
causing every template to fail with "no name". Adding CamelCase naming
policy aligns the export format with what the import expects.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 10:52:58 -04:00
spouliot 6c07216c64 Fix custom formula item pricing: multiply by quantity, not divide
ManualUnitPrice holds the per-item formula result. The previous code
incorrectly treated it as the batch total and divided by Quantity,
causing the unit price to shrink as quantity increased. Now follows
the same pattern as every other ManualUnitPrice path in this method.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 10:27:11 -04:00
spouliot b23bea6db0 Add formula template export/import and unsaved-changes guard
- Export: GET /CompanySettings/ExportCustomItemTemplates downloads all
  company templates as an indented JSON backup (strips internal IDs/paths)
- Import: POST /CompanySettings/ImportCustomItemTemplates restores from
  that file; runs full field + formula validation, skips name duplicates,
  returns per-item results (imported / skipped / errors)
- Unsaved-changes guard: cfModal now intercepts backdrop/ESC/X when the
  form is dirty and prompts before discarding work
- Export and Import buttons added to the Custom Formulas card header

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 09:24:02 -04:00
spouliot cf07356147 Fix all NU1605 errors: suppress via Directory.Build.props instead of per-package pins
NCalc2 -> Antlr4 -> Antlr4.Runtime -> NETStandard.Library 1.6.0 triggers 6+
NU1605 downgrade warnings on linux-x64 publish (System.IO.FileSystem.Primitives,
System.Text.Encoding.Extensions, System.Diagnostics.Tracing, Microsoft.Win32.Primitives,
System.IO.FileSystem, System.Net.Primitives). All are harmless — .NET 8 supplies
these natively. Directory.Build.props suppresses NU1605 solution-wide cleanly.
Removes the individual System.Runtime.InteropServices pin added in previous commit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 23:41:56 -04:00
spouliot 39b103a482 Fix NU1605 package downgrade: pin System.Runtime.InteropServices 4.3.0
NCalc2 -> Antlr4 -> NETStandard.Library transitive dependency chain requires
System.Runtime.InteropServices >= 4.3.0, but the resolved version was 4.1.0.
Explicit pin in Application.csproj resolves the Jenkins publish failure.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 23:27:26 -04:00
spouliot 4aae2df5b5 Merge dev into master
Includes: Community Formula Library, Custom Formula Templates, Employee Timeclock,
Formula Library ratings, Job Profitability report, Quote Revision History,
flat-rate coat wizard UX improvements, customer import dedup fixes, inventory
incoming powder fixes, Custom Powder Order line item, and various bug fixes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 23:16:10 -04:00
spouliot 3416c242f1 Update help docs and AI knowledge base for item wizard changes
- Quotes help: expand Item Types section to all 7 types (was showing only 3)
- Quotes help: update Coatings section to document Flat-Rate coat spec feature
- Quotes help: add Color Name tip to Custom Powder Order section
- HelpKnowledgeBase: update item types list to all 7 types with accurate descriptions
- HelpKnowledgeBase: add Color Name / blur-autofill note to Custom Powder Order entry

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 23:05:47 -04:00
spouliot 7e31846777 Fix flat-rate coat wizard UX, &mdash; literal, select caret overlap, and walkthrough modal sizing
- Flat-rate items now default coat type to Custom so Color Name field is immediately visible
- Catalog search blur copies typed text to Color Name when no catalog result was selected
- Item card shows 'No color specified' badge when coat has powder-to-order but no color name
- Color Name label marked required with '(shows on quote)' hint
- Coat name select min-width prevents text overlapping Bootstrap caret arrow
- Remove extra unbalanced </div> from renderSalesFields
- Fix literal &mdash; in quote simple-mode hint (textContent → innerHTML)
- Formula walkthrough modal fixed at 700px so all steps render at identical window size

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 23:01:33 -04:00
spouliot ed35362c7a Add Formula Library ratings, Job Profitability report, and Quote Revision History improvements
- Formula Library ratings: thumbs up/down per company per formula; toggle on/off; sorts by net score; own formulas not rateable; FormulaLibraryRating entity + migration AddFormulaLibraryRatings
- Job Profitability report: actual labor cost (logged hours x StandardLaborRate) vs powder cost vs billed price per job; gross margin % color-coded; time-tracked-only filter; totals footer
- Quote Revision History: track Total price changes on every save; log Sent/Resent events with recipient email; replace flat table with grouped timeline UI (icons per event type, total-change badge on header)
- Setup Wizard: cap CompletedCount at TotalSteps so old 10-step data no longer shows 10/5
- Formula Library card: fix badge overflow on long titles; add Rate: label to make voting buttons discoverable
- Help docs and AI knowledge base updated for all three features

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 09:02:07 -04:00
spouliot 81119035c7 Restructure formula template modal for correct mobile flow
Reorganises the Add/Edit Formula Template modal into four logical rows
so that on mobile the sections stack in the natural authoring order:
  1. Name / Description | Output Mode / Rate
  2. Fields (left) | Formula + Test (right)
  3. Diagram | AI Generator
  4. Notes + Active (full width)

Previously, Fields appeared after the Formula on mobile because the left
column (containing Formula) stacked before the right column (containing
Fields). Also compacted Default Rate and Rate Label into a 2-column
mini-row so they sit side by side on all screen sizes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 23:00:39 -04:00
spouliot 0deef574c3 Fix formula pages mobile responsiveness; fix missing mobile tabs
- Custom Formulas and Timeclock tabs were completely missing from the mobile
  dropdown selector, making them unreachable on phones; also adds AI Profile
  and Online Payments which were similarly absent
- Formula library header: flex-column on mobile so title and button stack
  cleanly instead of colliding
- Filter bar: icon-only button gets a visible label on mobile; added col-12
  so it renders full-width correctly at xs
- Import modal: add modal-dialog-scrollable so body scrolls on small screens;
  wrap field table in table-responsive to prevent horizontal overflow
- Settings card header: flex-column on mobile + flex-wrap on button group
  so the three buttons don't overflow off the right edge

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 22:48:33 -04:00
spouliot efc4e9dadf Fix NCalc case sensitivity and add formula validation
- Normalize IF/Abs/Pow/etc. to lowercase before evaluation so AI-generated
  or manually typed uppercase function names no longer cause "Function not
  found" errors
- Add NormalizeAndValidate() which normalizes then does a parse-only check
  on save — invalid formulas are rejected with a clear error before storing
- Update AI system prompt to list all functions in lowercase and explicitly
  call out case-sensitivity; add if() to the supported function list
- Add collapsible NCalc quick-reference panel in the formula editor showing
  all operators, functions (lowercase), built-in variables, and an example

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 22:09:43 -04:00
spouliot ca7e905832 Add Community Formula Library feature
Companies can now share their custom formula templates to a platform-wide
community library. Other tenants can browse, preview, and import formulas
as independent local copies. Includes attribution (source company name),
"Inspired by" lineage for re-contributed formulas, import counts, own-formula
badge, cascade diagram nullification, and AI assistant + help docs updates.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 21:54:51 -04:00
spouliot 32d09b38f1 Fix invisible formula/AI badges: move custom bg-* colors to site.css
bg-purple (formula, AI badges) was only defined in company-settings-lookups.css
which is not loaded on Quote/Job pages. The badge element rendered with no
background, appearing as a blank space in front of the item description.

Moved all 13 custom color utilities (purple, pink, cyan, teal, indigo, lime,
brown, gray, orange, yellow, green, blue, red) to site.css so they are
available globally. company-settings-lookups.css retains its definitions for
now (harmless duplication; can be cleaned up later).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 18:25:36 -04:00
spouliot 3cee1307fc Fix customer import: normalize blank email to null, not empty string
The UNIQUE index on (CompanyId, Email) uses HasFilter([Email] IS NOT NULL),
so NULL allows multiple rows but empty string '' does not — every blank-email
customer after the first was hitting a duplicate-key violation at save time.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 13:21:56 -04:00
spouliot be89327c01 Fix customer import dedup: use composite keys, not exclusive tiers
New logic:
  Tier 1 - email present: email match -> skip (unchanged)
  Tier 2 - email absent + phone present: name + phone composite -> skip
  Tier 3 - email and phone absent: name + city/state/zip composite -> warn, import anyway

Tier 2 requires BOTH name and phone to match so two people sharing an
office line don't falsely collide. Tier 3 warns but imports because
location data is too imprecise to hard-skip on.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 13:02:10 -04:00
spouliot 8f955851e5 Improve customer import duplicate detection to 3-tier strategy
Tier 1 (email): existing behavior, now uses HashSet instead of O(n²) .Any()
Tier 2 (phone): when email is absent, deduplicate by normalised phone number
  (last 10 digits of MobilePhone then Phone) against both DB and within-batch
Tier 3 (name): when both email and phone are absent, warn but still import

Fixes customers with no email being silently skipped or left undetected as
duplicates. NormalizePhone strips formatting so (423) 331-9834 and
423-331-9834 match correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 12:48:40 -04:00
spouliot 972123c7a2 Fix incoming powder inventory: defer creation to approval, deduplicate, fix category
Three bugs fixed:

1. Wrong timing — inventory items with IsIncoming=true were auto-created during
   quote save (in QuotePricingAssemblyService). Now deferred to quote approval so
   inventory only reflects powders the shop is actually going to process.

2. Duplicate records — same powder on multiple items in one quote created multiple
   inventory records. Now grouped by PowderCatalogItemId: one record per unique
   catalog powder, all matching coats linked to the same record.

3. Wrong category — category resolution used first IsCoating=true by DisplayOrder,
   which could land items in Cerakote or other unintended categories. Now prefers
   CategoryCode==POWDER explicitly, with DisplayOrder fallback.

Changes:
- QuoteItemCoat: add PowderCatalogItemId int? — persists catalog reference at quote
  save time so the approval path knows what to create
- QuotePricingAssemblyService.BuildQuoteItemCoatsAsync: store PowderCatalogItemId
  on coat instead of calling CreateIncomingInventoryItemAsync immediately
- QuotePricingAssemblyService.CreateIncomingInventoryItemAsync: signature changed
  from (coatDto, companyId) to (catalogItemId, companyId); category lookup prefers
  POWDER code; no longer clears PowderCostPerLb on the DTO
- QuotePricingAssemblyService.EnsureIncomingInventoryForApprovedQuoteAsync: new
  public method called at approval — loads pending coats, groups by catalog ID,
  creates one inventory item per group, links all coats in each group
- IQuotePricingAssemblyService: exposes EnsureIncomingInventoryForApprovedQuoteAsync
- QuotesController.ApproveQuote: calls EnsureIncomingInventory after save
- QuotesController.ChangeQuoteStatus: calls EnsureIncomingInventory on Approved
- QuoteApprovalController: injects IQuotePricingAssemblyService; calls
  EnsureIncomingInventory in ApproveInternal (customer-facing portal path)
- InventoryController.CreateIncomingFromCatalog: same category fix (prefers POWDER)
- Migration: AddPowderCatalogItemIdToCoat (nullable int on QuoteItemCoats)
- Tests: updated AddAsIncoming test to verify deferred behavior; new deduplication test

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 10:12:24 -04:00
spouliot 9dd36238bb Add timeclock break/lunch tracking, manual entries, and attendance period picker
- ClockEntryType enum (Work/Break/Lunch) on EmployeeClockEntry; default 0 = Work
  so all existing entries are unaffected
- Migration AddClockEntryType applied
- Break and Lunch buttons on clock status card (only when AllowMultiplePunchesPerDay
  is enabled); GoOnBreak closes current Work segment and opens Break/Lunch segment
- Return to Work button when on break/lunch; closes break segment, opens new Work
- Status badges on clock card and Who'\''s In grid: Working / On Break / At Lunch
- Break/Lunch hours excluded from all day totals, week totals, metrics, and CSV
- Manager: Manual Entry modal to create a time entry for any company employee
- Attendance report defaults to current ISO week; Week/Month mode toggle with
  auto-submitting dropdowns (last 12 weeks or months); period label shown inline
- Attendance CSV: Type column added; day/week totals blank on Break/Lunch rows;
  filename uses period label
- Week subtotal rows suppressed in single-week view (shown in month view only)
- Help article and AI knowledge base updated for all new features

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 09:30:39 -04:00
spouliot 8ae61b6c78 Add missing AddTimeclockSettings migration
Migration was scaffolded in the background while the dev server held the PDB lock
and silently failed to write the file. Re-ran and applied now.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 00:20:53 -04:00
spouliot 97745f9a65 Add Timeclock settings tab in Company Settings with multi-kiosk support
Settings tab (Company Settings > Timeclock):
- Enable/disable timeclock toggle (hides nav link and attendance report when off)
- Allow multiple clock-ins per day toggle
- Auto clock-out after X hours (auto-closes forgotten open entries on next punch)
- Kiosk devices table: lists activated tablets with name, activated date, last seen;
  Deactivate button removes that device's access immediately

Multi-kiosk support (replaces single TimeclockKioskToken on Company):
- New TimeclockKioskDevice entity (one row per tablet, unique token, DeviceName, LastSeenAt)
- KioskActivate GET shows a form for optional device name before activating
- KioskDeactivate POST accepts device ID, deletes specific row (not all devices)
- Kiosk validation (Kiosk, KioskEmployees, KioskPunch) queries device table with
  ignoreQueryFilters since no user is logged in on kiosk requests
- LastSeenAt updated on each Kiosk page load

Enforcement:
- ClockIn and KioskPunch both auto-close stale entries if AutoClockOutHours is set
- ClockIn and KioskPunch both block second same-day punch if AllowMultiplePunches=false
- TimeclockEnabled=false hides nav link (SubscriptionMiddleware sets Items key) and
  returns Forbid on kiosk punch
- Migration: AddTimeclockSettings (adds 3 columns to Companies, new TimeclockKioskDevices table)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 00:12:46 -04:00
spouliot e124fd5c8b Fix duplicate @section Scripts crash on Edit User page
Merging the kiosk PIN script and the role-permissions script into a single
@section Scripts block fixes the InvalidOperationException thrown when Razor
encounters two sections with the same name in the same view.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 20:28:08 -04:00
spouliot 6c2fe6e1c4 Add Employee Timeclock feature with kiosk, attendance report, and payroll CSV export
- New EmployeeClockEntry entity (facility-level attendance, separate from job time entries)
- KioskPin added to ApplicationUser; TimeclockKioskToken added to Company
- TimeclockController: clock in/out, who's in, 14-day history, manager edit/delete,
  tablet kiosk with device-cookie auth, PIN management via Users edit page
- Kiosk UI: employee tile grid + 4-digit PIN pad + auto-detect clock-in vs clock-out
- Attendance report at /Reports/Attendance with weekly subtotal rows
- Payroll CSV export at /Reports/AttendanceCsv (flat, one row per segment)
- AllowCustomFormulas wired through PlatformSubscriptionController + subscription views
- Fix soft-delete bug on CustomItemTemplate (missing HasQueryFilter in OnModelCreating)
- Help article (Help/Timeclock.cshtml) and AI knowledge base updated
- Migrations: AddEmployeeTimeclock, AddTimeclockKioskToken

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 19:53:13 -04:00
spouliot f625be01a3 Fix Facility Overhead not appearing on Quote Details view
Both PricingBreakdown constructions in QuotesController.Details were
missing FacilityOverheadCost and FacilityOverheadRatePerHour mappings,
so the view condition (FacilityOverheadCost > 0) was always false even
though the overhead was correctly stored on the Quote entity and included
in the total. The quote-to-job conversion block already had them; now all
three are consistent.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 13:11:52 -04:00
spouliot e6c4cfb38b Fix all FK constraint violations when purging soft-deleted Jobs
Before deleting Jobs, now:
- Deletes non-nullable child rows: ReworkRecords, PowderUsageLogs, OvenBatchItems
- Nulls out nullable FK refs: Invoices, Deposits, Appointments, BillLineItems,
  Expenses, InventoryTransactions
DB-cascade / SET NULL relationships (JobChangeHistory, JobStatusHistory,
JobTimeEntry, JobItems, JobNotes, JobPhotos, KioskSession, NotificationLog)
are excluded — the DB handles them automatically.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 13:04:13 -04:00
spouliot 5b5247624c Fix data purge FK violation on Appointments and apply pending migration
DataPurgeController was deleting Jobs without first clearing the nullable
Appointments.JobId FK, causing FK_Appointments_Jobs_JobId violations.
Fix nulls out the FK on any linked appointments before the DELETE runs.

Also applies migration AddAllowCustomFormulas (AllowCustomFormulas column
on SubscriptionPlanConfigs for custom formula pricing feature gating).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 08:54:48 -04:00
spouliot 91a176ce5c Add Description field to job CSV import template
JobImportDto was missing Description despite Job entity having the field.
Downloadable template now includes a Description column; the importer maps
it directly to Job.Description with a fallback chain of Description ->
SpecialInstructions -> "Imported job".

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 23:41:58 -04:00
spouliot a7ad0e1de8 Add Custom Powder Order line item and fix CSV import FinalPrice crash
Custom powder/incoming powder material cost now flows into a separate
auto-generated 'Custom Powder Order' line item instead of rolling into
individual item prices, so users can add shipping charges before the
customer sees the total. A dashed yellow preview card in the wizard
shows the material cost and lets users edit the total (including shipping)
before saving. After first save the price is user-owned.

Also fixes a fatal CSV import crash when FinalPrice contains a non-numeric
value (e.g. 'false' from a spreadsheet formula): the job CSV importer now
streams rows one at a time with a lenient decimal converter, treating bad
values as $0 with a per-row warning instead of aborting the entire import.

Updated HelpKnowledgeBase.cs and Help articles (Jobs, Quotes) with
Custom Powder Order behavior and a new Data Import / Export section.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 23:37:46 -04:00
spouliot e4a256a6c4 Fix subscription expiry logic and HTML entities in page titles
Subscription expiry (SubscriptionExpiryBackgroundService):
- Trials with no grace period now go directly Active -> Expired instead
  of briefly entering GracePeriod for a day, which was causing repeated
  'Grace Period Started' admin notification emails
- Remove redundant isTrial variable (query already filters to non-Stripe
  companies, so all processed companies are trials by definition)
- Save per-company inside the loop so a single SaveChangesAsync failure
  no longer discards all other companies' status changes and notification
  log entries (which was the other cause of repeated emails)

HTML entities in page titles (33 views):
- Replace &ndash; / &mdash; with plain ' - ' in ViewData["Title"] C#
  strings; Razor HTML-encodes these when rendering @ViewData["Title"],
  causing browsers to display the literal text '&ndash;' instead of a dash

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 09:58:37 -04:00
spouliot e476b4744d Fix subscription expiry logic and HTML entities in page titles
Subscription expiry (SubscriptionExpiryBackgroundService):
- Trials with no grace period now go directly Active -> Expired instead
  of briefly entering GracePeriod for a day, which was causing repeated
  'Grace Period Started' admin notification emails
- Remove redundant isTrial variable (query already filters to non-Stripe
  companies, so all processed companies are trials by definition)
- Save per-company inside the loop so a single SaveChangesAsync failure
  no longer discards all other companies' status changes and notification
  log entries (which was the other cause of repeated emails)

HTML entities in page titles (33 views):
- Replace &ndash; / &mdash; with plain ' - ' in ViewData["Title"] C#
  strings; Razor HTML-encodes these when rendering @ViewData["Title"],
  causing browsers to display the literal text '&ndash;' instead of a dash

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 09:43:41 -04:00
spouliot 04d16109ae Simplify location display on inventory QR label
Plain text 'Location: <value>' in larger bold font instead of
pill badge with map pin icon.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 18:12:10 -04:00
spouliot f0f3717681 Fix three bugs: vendor duplicate check, page size dropdown, label location
- Vendor Create: reject duplicate company names (case-insensitive) before
  saving; works for both the standalone form and the inline quick-add modal
- _Pagination: define changePageSize() JS function (was called but never
  existed, breaking page size dropdown on every paginated list)
- Inventory Label: show bin/location on printed QR code labels

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 18:12:07 -04:00
spouliot e23b006139 Add color family filter to inventory index
Adds an 'All Colors' dropdown to the inventory filter bar populated from
the ColorFamilies values already stored on inventory items. Selecting a
family (e.g. 'Red') returns only items tagged with that family.

Also refactors the 16-branch if/else filter builder into a single
composable predicate, making future filter additions trivial.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 18:12:05 -04:00
spouliot 0f35946973 Fix dark mode: main settings nav tab buttons showing white UA background
The #settingsTabs <button> elements had no explicit background-color,
letting browser UA button styling (white) bleed through in dark mode.
Added transparent overrides so the dark body background shows instead.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 18:12:02 -04:00
spouliot 19e1ce858f Simplify location display on inventory QR label
Plain text 'Location: <value>' in larger bold font instead of
pill badge with map pin icon.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 18:08:59 -04:00
spouliot 026e646295 Fix three bugs: vendor duplicate check, page size dropdown, label location
- Vendor Create: reject duplicate company names (case-insensitive) before
  saving; works for both the standalone form and the inline quick-add modal
- _Pagination: define changePageSize() JS function (was called but never
  existed, breaking page size dropdown on every paginated list)
- Inventory Label: show bin/location on printed QR code labels

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 17:58:23 -04:00
spouliot b7fcefa765 Add color family filter to inventory index
Adds an 'All Colors' dropdown to the inventory filter bar populated from
the ColorFamilies values already stored on inventory items. Selecting a
family (e.g. 'Red') returns only items tagged with that family.

Also refactors the 16-branch if/else filter builder into a single
composable predicate, making future filter additions trivial.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 17:25:14 -04:00
spouliot 1722cd4124 Fix dark mode: main settings nav tab buttons showing white UA background
The #settingsTabs <button> elements had no explicit background-color,
letting browser UA button styling (white) bleed through in dark mode.
Added transparent overrides so the dark body background shows instead.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 14:31:33 -04:00
spouliot c3742e1585 Fix NCalc type error when evaluating AI-generated formulas
NCalc2 operates on double internally; passing decimal parameters caused
'Operator * cannot be applied to double and decimal' at runtime.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 14:27:42 -04:00
spouliot 1a6f855c05 Merge feature/custom-formula-templates into dev 2026-05-24 11:42:22 -04:00
spouliot d28e639d1b Add formula template walkthrough and UX improvements
- 7-step guided walkthrough modal (concept, output modes, fields, formula,
  testing, box example, cylinder example); auto-shown first time the tab
  opens with no templates; always accessible via "How it works" button
- Variable pill badges below formula input showing all valid field names + rate;
  update live as fields are added/renamed; clickable to insert at cursor
- Fix: Add Field no longer shows validation error on blank new rows; validation
  only fires once the user has typed something
- Help article: added Common Formula Patterns section with box, cylinder, and
  flat panel worked examples (fields table + formula + expected output)
- HelpKnowledgeBase updated with pattern examples and walkthrough note

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 11:40:54 -04:00
spouliot 4650ba3d4d Fix custom formula wizard bugs and add field name validation
- Fix Add Field blanking inputs: cfFields was IIFE-scoped so inline oninput
  handlers couldn't reach it; expose cfUpdateField on window
- Fix ManualUnitPrice dropped in buildItemFromData: condition excluded
  isCustomFormulaItem, causing FixedRate items to reprice from scratch
- Fix formula card missing on job pages: load CustomFormulaTemplates in
  PopulateJobItemDropDownsAsync so Details, EditItems, and Edit all get it;
  add customFormulaTemplates + formulaEvalUrl to Details and EditItems pageMeta
- Add NCalc field name validation: client-side inline feedback (is-invalid +
  message on oninput) and pre-save sweep; server-side ValidateTemplateFields
  on Create and Update; rules: letter-start, letters/digits/underscores only,
  no duplicates, "rate" reserved

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 10:28:41 -04:00
spouliot 1eba50cf0f Add Custom Formula Item Templates with AI generation and wizard integration
Introduces per-company reusable NCalc2 pricing formula templates for complex
fabricated items (roof curbs, enclosures, welded frames). Templates support
two output modes — FixedRate (formula yields a dollar amount) and SurfaceAreaSqFt
(formula yields sq ft fed into the standard coating engine). Includes:

- CustomItemTemplate entity, migration (AddCustomItemTemplates), IUnitOfWork repo
- IsCustomFormulaItem / CustomItemTemplateId / FormulaFieldValuesJson flags on
  QuoteItem, JobItem, CreateQuoteItemDto; mapped in all 3 JobItemAssemblyService
  overloads and all existingItemsData JSON projections + pageMeta blocks
- ICustomFormulaAiService / CustomFormulaAiService: Claude-powered formula
  generator (natural language + optional diagram image) and NCalc2 evaluator
- CompanySettings CRUD endpoints: GetCustomItemTemplates, Create/Update/Delete,
  UploadTemplateDiagram, TemplateDiagram (blob serve), EvaluateFormula, GenerateFormulaFromAi
- Company Settings "Custom Formulas" tab + cfModal + company-settings-custom-formulas.js
- item-wizard.js: formula item type card, renderFormulaFields, wzFormulaRecalc
  (live evaluate via POST), collectStep2 formula branch, buildCardHtml / emitHiddenFields
- Formula badge in Quotes/Details and Jobs/Details; AI badge gap fixed in Jobs/Details
- Help article (CustomFormulaTemplates.cshtml), Help Index card, HelpController action,
  HelpKnowledgeBase entry; 225/225 unit tests passing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 15:09:22 -04:00
175 changed files with 132920 additions and 792 deletions
+11
View File
@@ -0,0 +1,11 @@
<Project>
<PropertyGroup>
<!--
NCalc2 2.1.0 -> Antlr4 4.6.4 -> Antlr4.Runtime -> NETStandard.Library 1.6.0 pulls in
old package versions that trigger NU1605 downgrade warnings when publishing for linux-x64.
These are harmless false positives — .NET 8 supplies all of these natively at runtime.
Suppressing NU1605 here is cleaner than pinning every affected transitive package individually.
-->
<NoWarn>$(NoWarn);NU1605</NoWarn>
</PropertyGroup>
</Project>
@@ -44,6 +44,20 @@ namespace PowderCoating.Application.DTOs.Company
/// <summary>True when the company has an accepted agreement for the current SmsTermsVersion.</summary> /// <summary>True when the company has an accepted agreement for the current SmsTermsVersion.</summary>
public bool HasCurrentSmsAgreement { get; set; } public bool HasCurrentSmsAgreement { get; set; }
public string SmsTermsVersion { get; set; } = string.Empty; public string SmsTermsVersion { get; set; } = string.Empty;
// Timeclock settings
public bool TimeclockEnabled { get; set; }
public bool TimeclockAllowMultiplePunchesPerDay { get; set; }
public int? TimeclockAutoClockOutHours { get; set; }
}
/// <summary>DTO for updating company-level timeclock settings from the Settings tab.</summary>
public class UpdateTimeclockSettingsDto
{
public bool TimeclockEnabled { get; set; }
public bool TimeclockAllowMultiplePunchesPerDay { get; set; }
[Range(1, 24, ErrorMessage = "Auto clock-out must be between 1 and 24 hours.")]
public int? TimeclockAutoClockOutHours { get; set; }
} }
/// <summary> /// <summary>
@@ -0,0 +1,174 @@
using System.ComponentModel.DataAnnotations;
namespace PowderCoating.Application.DTOs.Company;
// ============================================================================
// LIST DTO - For Company Settings tab table
// ============================================================================
public class CustomItemTemplateListDto
{
public int Id { get; set; }
public string Name { get; set; } = string.Empty;
public string? Description { get; set; }
public string OutputMode { get; set; } = "FixedRate";
public int FieldCount { get; set; }
public decimal? DefaultRate { get; set; }
public string? RateLabel { get; set; }
public bool IsActive { get; set; }
public int DisplayOrder { get; set; }
public string? DiagramImagePath { get; set; }
}
// ============================================================================
// FULL DTO - For Edit modal and formula evaluation
// ============================================================================
public class CustomItemTemplateDto
{
public int Id { get; set; }
public string Name { get; set; } = string.Empty;
public string? Description { get; set; }
public string OutputMode { get; set; } = "FixedRate";
public string FieldsJson { get; set; } = "[]";
public string Formula { get; set; } = string.Empty;
public decimal? DefaultRate { get; set; }
public string? RateLabel { get; set; }
public string? Notes { get; set; }
public int DisplayOrder { get; set; }
public bool IsActive { get; set; }
public string? DiagramImagePath { get; set; }
}
// ============================================================================
// CREATE DTO
// ============================================================================
public class CreateCustomItemTemplateDto
{
[Required]
[StringLength(100)]
public string Name { get; set; } = string.Empty;
[StringLength(500)]
public string? Description { get; set; }
/// <summary>"FixedRate" or "SurfaceAreaSqFt"</summary>
[Required]
public string OutputMode { get; set; } = "FixedRate";
/// <summary>JSON array of field definitions: [{name, label, unit, defaultValue}]</summary>
[Required]
public string FieldsJson { get; set; } = "[]";
[Required]
public string Formula { get; set; } = string.Empty;
public decimal? DefaultRate { get; set; }
[StringLength(50)]
public string? RateLabel { get; set; }
[StringLength(1000)]
public string? Notes { get; set; }
public int DisplayOrder { get; set; }
public bool IsActive { get; set; } = true;
}
// ============================================================================
// UPDATE DTO
// ============================================================================
public class UpdateCustomItemTemplateDto
{
public int Id { get; set; }
[Required]
[StringLength(100)]
public string Name { get; set; } = string.Empty;
[StringLength(500)]
public string? Description { get; set; }
[Required]
public string OutputMode { get; set; } = "FixedRate";
[Required]
public string FieldsJson { get; set; } = "[]";
[Required]
public string Formula { get; set; } = string.Empty;
public decimal? DefaultRate { get; set; }
[StringLength(50)]
public string? RateLabel { get; set; }
[StringLength(1000)]
public string? Notes { get; set; }
public int DisplayOrder { get; set; }
public bool IsActive { get; set; } = true;
/// <summary>Existing diagram path — kept if no new file is uploaded.</summary>
public string? DiagramImagePath { get; set; }
}
// ============================================================================
// WIZARD PICKER DTO - Lean DTO for populating the quote wizard template list
// ============================================================================
public class CustomItemTemplatePickerDto
{
public int Id { get; set; }
public string Name { get; set; } = string.Empty;
public string? Description { get; set; }
public string OutputMode { get; set; } = "FixedRate";
public string FieldsJson { get; set; } = "[]";
public string Formula { get; set; } = string.Empty;
public decimal? DefaultRate { get; set; }
public string? RateLabel { get; set; }
public string? DiagramImagePath { get; set; }
}
// ============================================================================
// AI GENERATION DTOs
// ============================================================================
public class GenerateFormulaFromAiRequest
{
[Required]
public string Description { get; set; } = string.Empty;
}
public class GenerateFormulaFromAiResponse
{
public bool Success { get; set; }
public string? Error { get; set; }
public string? Name { get; set; }
public string? OutputMode { get; set; }
public string? FieldsJson { get; set; }
public string? Formula { get; set; }
public decimal? DefaultRate { get; set; }
public string? RateLabel { get; set; }
public string? Reasoning { get; set; }
/// <summary>Result of running the formula with any sample values found in the description.</summary>
public decimal? VerificationResult { get; set; }
public string? VerificationInputs { get; set; }
}
// ============================================================================
// FORMULA EVALUATION DTOs
// ============================================================================
public class EvaluateFormulaRequest
{
[Required]
public string Formula { get; set; } = string.Empty;
/// <summary>JSON object of variable name → value pairs, e.g. {"box_l": 43, "rate": 0.05}</summary>
[Required]
public string VariablesJson { get; set; } = "{}";
}
public class EvaluateFormulaResponse
{
public bool Success { get; set; }
public decimal? Result { get; set; }
public string? Error { get; set; }
}
@@ -0,0 +1,78 @@
namespace PowderCoating.Application.DTOs.Company;
// ── Browse / card display ──────────────────────────────────────────────────
/// <summary>Lean DTO for the community library browse grid card.</summary>
public class FormulaLibraryCardDto
{
public int Id { get; set; }
public string Name { get; set; } = string.Empty;
public string? Description { get; set; }
public string OutputMode { get; set; } = "FixedRate";
public string? Tags { get; set; }
public string? IndustryHint { get; set; }
public string SourceCompanyName { get; set; } = string.Empty;
public int ImportCount { get; set; }
public DateTime SharedAt { get; set; }
public string? DiagramImagePath { get; set; }
/// <summary>Non-null when this formula was derived from another library entry.</summary>
public int? InspiredByFormulaLibraryItemId { get; set; }
public string? InspiredByName { get; set; }
public string? InspiredByCompanyName { get; set; }
/// <summary>True when the current company has already imported this entry.</summary>
public bool AlreadyImported { get; set; }
/// <summary>True when this formula was shared by the current browsing company.</summary>
public bool IsOwnFormula { get; set; }
/// <summary>Total thumbs-up votes across all companies.</summary>
public int ThumbsUp { get; set; }
/// <summary>Total thumbs-down votes across all companies.</summary>
public int ThumbsDown { get; set; }
/// <summary>The current browsing company's vote: true = up, false = down, null = no vote.</summary>
public bool? MyVote { get; set; }
}
// ── Full detail (import preview modal) ────────────────────────────────────
/// <summary>Full DTO used in the import preview modal — shows fields and formula.</summary>
public class FormulaLibraryDetailDto : FormulaLibraryCardDto
{
public string FieldsJson { get; set; } = "[]";
public string Formula { get; set; } = string.Empty;
public decimal? DefaultRate { get; set; }
public string? RateLabel { get; set; }
public string? Notes { get; set; }
public int FieldCount { get; set; }
}
// ── Share from Company Settings ───────────────────────────────────────────
/// <summary>Submitted when a company admin shares one of their templates to the community library.</summary>
public class ShareFormulaRequest
{
public int CustomItemTemplateId { get; set; }
public string? Tags { get; set; }
public string? IndustryHint { get; set; }
}
// ── Company Settings list view ─────────────────────────────────────────────
/// <summary>Status of a template relative to the community library, shown in Company Settings.</summary>
public class FormulaLibraryStatusDto
{
/// <summary>The FormulaLibraryItem Id, if this template has ever been shared.</summary>
public int? LibraryItemId { get; set; }
public bool IsPublished { get; set; }
/// <summary>Whether this template is eligible to be shared (original or modified import).</summary>
public bool CanShare { get; set; }
/// <summary>Set when this template was imported; the name of the original library entry.</summary>
public string? ImportedFromName { get; set; }
public string? ImportedFromCompany { get; set; }
}
@@ -21,6 +21,11 @@ public class JobImportDto
[Name("CustomerName")] [Name("CustomerName")]
public string? CustomerName { get; set; } public string? CustomerName { get; set; }
// Optional short label for the job (maps directly to Job.Description).
// When blank, the system falls back to SpecialInstructions, then "Imported job".
[Name("Description")]
public string? Description { get; set; }
[Name("Status")] [Name("Status")]
public string Status { get; set; } = "Pending"; public string Status { get; set; } = "Pending";
@@ -57,6 +57,7 @@ public class InvoiceDto
public string? InternalNotes { get; set; } public string? InternalNotes { get; set; }
public string? Terms { get; set; } public string? Terms { get; set; }
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? ExternalReference { get; set; } public string? ExternalReference { get; set; }
public int? SalesTaxAccountId { get; set; } public int? SalesTaxAccountId { get; set; }
public string? SalesTaxAccountName { get; set; } public string? SalesTaxAccountName { get; set; }
@@ -88,6 +89,7 @@ public class CreateInvoiceDto
public string? InternalNotes { get; set; } public string? InternalNotes { get; set; }
public string? Terms { get; set; } public string? Terms { get; set; }
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
/// <summary>Early-payment discount percentage parsed from the customer's payment terms (e.g., 2.0 for "2/10 Net 30"). Informational — does not auto-apply.</summary> /// <summary>Early-payment discount percentage parsed from the customer's payment terms (e.g., 2.0 for "2/10 Net 30"). Informational — does not auto-apply.</summary>
public decimal EarlyPaymentDiscountPercent { get; set; } public decimal EarlyPaymentDiscountPercent { get; set; }
/// <summary>Number of days within which the early-payment discount applies (e.g., 10 for "2/10 Net 30").</summary> /// <summary>Number of days within which the early-payment discount applies (e.g., 10 for "2/10 Net 30").</summary>
@@ -105,6 +107,7 @@ public class UpdateInvoiceDto
public string? InternalNotes { get; set; } public string? InternalNotes { get; set; }
public string? Terms { get; set; } public string? Terms { get; set; }
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public List<CreateInvoiceItemDto> InvoiceItems { get; set; } = new(); public List<CreateInvoiceItemDto> InvoiceItems { get; set; } = new();
} }
@@ -52,6 +52,7 @@ public class JobDto
public decimal DiscountValue { get; set; } public decimal DiscountValue { get; set; }
public string? DiscountReason { get; set; } public string? DiscountReason { get; set; }
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? SpecialInstructions { get; set; } public string? SpecialInstructions { get; set; }
public string? InternalNotes { get; set; } public string? InternalNotes { get; set; }
public string? Tags { get; set; } public string? Tags { get; set; }
@@ -113,6 +114,8 @@ public class JobListDto
public string? CustomerEmail { get; set; } public string? CustomerEmail { get; set; }
public bool CustomerNotifyByEmail { get; set; } = true; public bool CustomerNotifyByEmail { get; set; } = true;
public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public DateTime? ScheduledDate { get; set; } public DateTime? ScheduledDate { get; set; }
public DateTime? DueDate { get; set; } public DateTime? DueDate { get; set; }
public decimal FinalPrice { get; set; } public decimal FinalPrice { get; set; }
@@ -166,6 +169,7 @@ public class CreateJobDto
[StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")] [StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
[Display(Name = "Customer PO")] [Display(Name = "Customer PO")]
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")] [StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
[Display(Name = "Special Instructions")] [Display(Name = "Special Instructions")]
@@ -251,6 +255,7 @@ public class UpdateJobDto
[StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")] [StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
[Display(Name = "Customer PO")] [Display(Name = "Customer PO")]
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")] [StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
[Display(Name = "Special Instructions")] [Display(Name = "Special Instructions")]
@@ -325,7 +330,11 @@ public class JobItemDto
public bool IsGenericItem { get; set; } public bool IsGenericItem { get; set; }
public bool IsLaborItem { get; set; } public bool IsLaborItem { get; set; }
public bool IsSalesItem { get; set; } public bool IsSalesItem { get; set; }
public bool IsAiItem { get; set; }
public string? Sku { get; set; } public string? Sku { get; set; }
public bool IsCustomFormulaItem { get; set; }
public int? CustomItemTemplateId { get; set; }
public string? FormulaFieldValuesJson { get; set; }
public List<JobItemCoatDto> Coats { get; set; } = new(); public List<JobItemCoatDto> Coats { get; set; } = new();
public List<JobItemPrepServiceDto> PrepServices { get; set; } = new(); public List<JobItemPrepServiceDto> PrepServices { get; set; } = new();
} }
@@ -107,6 +107,7 @@ public class QuoteDto
public string? Terms { get; set; } public string? Terms { get; set; }
public string? Notes { get; set; } public string? Notes { get; set; }
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? Tags { get; set; } public string? Tags { get; set; }
// Items // Items
@@ -234,6 +235,7 @@ public class CreateQuoteDto
[Display(Name = "Customer PO Number")] [Display(Name = "Customer PO Number")]
[StringLength(50)] [StringLength(50)]
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[Display(Name = "Tags")] [Display(Name = "Tags")]
[StringLength(500)] [StringLength(500)]
@@ -376,6 +378,7 @@ public class UpdateQuoteDto
[Display(Name = "Customer PO Number")] [Display(Name = "Customer PO Number")]
[StringLength(50)] [StringLength(50)]
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
[Display(Name = "Tags")] [Display(Name = "Tags")]
[StringLength(500)] [StringLength(500)]
@@ -475,6 +478,11 @@ public class QuoteItemDto
public bool IsAiItem { get; set; } public bool IsAiItem { get; set; }
// Custom formula item
public bool IsCustomFormulaItem { get; set; }
public int? CustomItemTemplateId { get; set; }
public string? FormulaFieldValuesJson { get; set; }
// Cost breakdown snapshot // Cost breakdown snapshot
public decimal ItemMaterialCost { get; set; } public decimal ItemMaterialCost { get; set; }
public decimal ItemLaborCost { get; set; } public decimal ItemLaborCost { get; set; }
@@ -559,6 +567,11 @@ public class CreateQuoteItemDto
// ID of the AiItemPrediction record captured at analysis time (null for non-AI items) // ID of the AiItemPrediction record captured at analysis time (null for non-AI items)
public int? AiPredictionId { get; set; } public int? AiPredictionId { get; set; }
// Custom formula item routing — see IsCustomFormulaItem in PricingCalculationService
public bool IsCustomFormulaItem { get; set; }
public int? CustomItemTemplateId { get; set; }
public string? FormulaFieldValuesJson { get; set; }
} }
// ============================================================================ // ============================================================================
@@ -874,4 +887,9 @@ public class QuotePricingResult
// Per-item results (same order as input items) // Per-item results (same order as input items)
public List<QuoteItemPricingResult> ItemResults { get; set; } = new(); public List<QuoteItemPricingResult> ItemResults { get; set; } = new();
// Pending Custom Powder Order preview — populated only when no "Custom Powder Order" item
// exists yet (first save scenario). Amount and color list let the UI show a preview row.
public decimal CustomPowderOrderAmount { get; set; }
public List<string> CustomPowderOrderColors { get; set; } = new();
} }
@@ -26,6 +26,7 @@ public class SubscriptionPlanConfigDto
public bool AllowAiInventoryAssist { get; set; } public bool AllowAiInventoryAssist { get; set; }
public bool AllowAiCatalogPriceCheck { get; set; } public bool AllowAiCatalogPriceCheck { get; set; }
public bool AllowSms { get; set; } public bool AllowSms { get; set; }
public bool AllowCustomFormulas { get; set; }
public bool IsActive { get; set; } public bool IsActive { get; set; }
public int SortOrder { get; set; } public int SortOrder { get; set; }
} }
@@ -74,6 +75,7 @@ public class UpdateSubscriptionPlanConfigDto
public bool AllowAiInventoryAssist { get; set; } public bool AllowAiInventoryAssist { get; set; }
public bool AllowAiCatalogPriceCheck { get; set; } public bool AllowAiCatalogPriceCheck { get; set; }
public bool AllowSms { get; set; } public bool AllowSms { get; set; }
public bool AllowCustomFormulas { get; set; }
public bool IsActive { get; set; } public bool IsActive { get; set; }
} }
@@ -0,0 +1,74 @@
using PowderCoating.Core.Enums;
namespace PowderCoating.Application.DTOs.Timeclock;
public class EmployeeClockEntryDto
{
public int Id { get; set; }
public string UserId { get; set; } = string.Empty;
public string UserDisplayName { get; set; } = string.Empty;
public DateTime ClockInTime { get; set; }
public DateTime? ClockOutTime { get; set; }
public decimal? HoursWorked { get; set; }
public ClockEntryType EntryType { get; set; } = ClockEntryType.Work;
public string? Notes { get; set; }
public bool IsOpen => ClockOutTime == null;
}
public class ClockInRequest
{
public string? Notes { get; set; }
}
public class ClockOutRequest
{
public int EntryId { get; set; }
public string? Notes { get; set; }
}
/// <summary>
/// Request sent from the kiosk tablet — employee taps their tile and enters a PIN.
/// The server determines whether to clock in or clock out based on the employee's open entry.
/// </summary>
public class KioskPunchRequest
{
public string UserId { get; set; } = string.Empty;
public string Pin { get; set; } = string.Empty;
}
public class EditClockEntryRequest
{
public int Id { get; set; }
public DateTime ClockInTime { get; set; }
public DateTime? ClockOutTime { get; set; }
public string? Notes { get; set; }
}
/// <summary>
/// Sent when an employee clicks Break or Lunch to pause their work segment.
/// The server closes the current Work entry and opens a Break/Lunch entry.
/// </summary>
public class GoOnBreakRequest
{
/// <summary>Must be <see cref="ClockEntryType.Break"/> or <see cref="ClockEntryType.Lunch"/>.</summary>
public ClockEntryType BreakType { get; set; }
}
/// <summary>Manager request to create a time entry on behalf of any company employee.</summary>
public class ManualEntryRequest
{
public string UserId { get; set; } = string.Empty;
public DateTime ClockInTime { get; set; }
public DateTime? ClockOutTime { get; set; }
public string? Notes { get; set; }
}
/// <summary>Employee tile shown on the kiosk employee-selection grid.</summary>
public class KioskEmployeeDto
{
public string UserId { get; set; } = string.Empty;
public string DisplayName { get; set; } = string.Empty;
public string Initials { get; set; } = string.Empty;
/// <summary>True when the employee has an open clock entry right now.</summary>
public bool IsClockedIn { get; set; }
}
@@ -18,7 +18,8 @@ public class WizardProgressDto
public bool IsStepSkipped(int step) => SkippedSteps.Contains(step); public bool IsStepSkipped(int step) => SkippedSteps.Contains(step);
public bool IsStepTouched(int step) => IsStepDone(step) || IsStepSkipped(step); public bool IsStepTouched(int step) => IsStepDone(step) || IsStepSkipped(step);
public int CompletedCount => DoneSteps.Count + SkippedSteps.Count; // Capped at TotalSteps so old step data from a larger wizard doesn't overflow the display.
public int CompletedCount => Math.Min(DoneSteps.Count + SkippedSteps.Count, TotalSteps);
public int ProgressPercent => TotalSteps == 0 ? 0 : (int)Math.Round((double)CompletedCount / TotalSteps * 100); public int ProgressPercent => TotalSteps == 0 ? 0 : (int)Math.Round((double)CompletedCount / TotalSteps * 100);
} }
@@ -0,0 +1,30 @@
using PowderCoating.Application.DTOs.Company;
namespace PowderCoating.Application.Interfaces;
public interface ICustomFormulaAiService
{
/// <summary>
/// Generates a NCalc formula, field list, and notes from a natural-language description
/// and an optional diagram image. Returns a <see cref="GenerateFormulaFromAiResponse"/>
/// ready to pre-fill the template editor.
/// </summary>
Task<GenerateFormulaFromAiResponse> GenerateFormulaAsync(
GenerateFormulaFromAiRequest request,
byte[]? imageBytes = null,
string? imageContentType = null);
/// <summary>
/// Evaluates a NCalc formula with the supplied variable map and returns the numeric result.
/// Safe server-side only — no user-controlled code execution.
/// </summary>
EvaluateFormulaResponse EvaluateFormula(EvaluateFormulaRequest request);
/// <summary>
/// Normalizes NCalc built-in function names to lowercase (IF→if, Abs→abs, etc.) then
/// attempts a parse-only evaluation to catch syntax errors before the formula is saved.
/// Returns the normalized formula string and a null error on success, or the original
/// formula and an error message on failure.
/// </summary>
(string NormalizedFormula, string? Error) NormalizeAndValidate(string formula);
}
@@ -0,0 +1,61 @@
using PowderCoating.Application.DTOs.Company;
namespace PowderCoating.Application.Interfaces;
/// <summary>
/// Manages the community formula library: sharing, unsharing, importing, and browsing.
/// </summary>
public interface IFormulaLibraryService
{
/// <summary>
/// Returns all published library entries, with AlreadyImported populated for the given company.
/// Optionally filters by search term, output mode, or industry hint.
/// </summary>
Task<IEnumerable<FormulaLibraryCardDto>> BrowseAsync(
int companyId,
string? search = null,
string? outputMode = null,
string? industryHint = null);
/// <summary>Full detail for the import preview modal, including field list and formula.</summary>
Task<FormulaLibraryDetailDto?> GetDetailAsync(int libraryItemId, int companyId);
/// <summary>
/// Publishes a company template to the community library.
/// If the template was previously shared and unpublished, re-publishes the existing row.
/// Updates the library entry fields from the current template state on re-share.
/// </summary>
Task<int> ShareAsync(int companyId, string userId, ShareFormulaRequest request);
/// <summary>Sets IsPublished = false. Existing imports are unaffected.</summary>
Task UnshareAsync(int libraryItemId, int companyId);
/// <summary>
/// Copies a library entry into the company's local CustomItemTemplate table.
/// If the company already has an import record for this entry, returns the existing template id.
/// </summary>
Task<int> ImportAsync(int libraryItemId, int companyId, string userId);
/// <summary>
/// Returns the library status for a given CustomItemTemplate — whether it is shared,
/// eligible to be shared, and where it was imported from if applicable.
/// </summary>
Task<FormulaLibraryStatusDto> GetTemplateLibraryStatusAsync(int templateId, int companyId);
/// <summary>
/// Nulls out DiagramImagePath on the FormulaLibraryItem and all imported copies
/// when a source template's diagram is removed. Call from CompanySettingsController
/// when a diagram is deleted or replaced.
/// </summary>
Task CascadeRemoveDiagramAsync(int sourceCustomItemTemplateId);
/// <summary>
/// Records or toggles a thumbs-up/down vote from the given company.
/// If the same vote already exists it is removed (toggle off).
/// If the opposite vote exists it is replaced.
/// Companies cannot rate their own formulas.
/// Returns the updated counts for the library entry.
/// </summary>
Task<(int ThumbsUp, int ThumbsDown, bool? MyVote)> RateAsync(
int libraryItemId, int companyId, bool isPositive);
}
@@ -13,4 +13,12 @@ public interface IQuotePricingAssemblyService
int companyId, int companyId,
decimal? ovenRateOverride, decimal? ovenRateOverride,
DateTime createdAtUtc); DateTime createdAtUtc);
/// <summary>
/// Creates one <see cref="InventoryItem"/> (IsIncoming=true) per unique powder catalog entry
/// referenced by coats on the given quote, then links those coats to the new inventory records.
/// Must be called after a quote transitions to Approved status.
/// Safe to call multiple times — coats that already have an InventoryItemId are skipped.
/// </summary>
Task EnsureIncomingInventoryForApprovedQuoteAsync(int quoteId, int companyId);
} }
@@ -0,0 +1,41 @@
using AutoMapper;
using PowderCoating.Core.Entities;
using PowderCoating.Application.DTOs.Company;
namespace PowderCoating.Application.Mappings;
public class CustomItemTemplateProfile : Profile
{
public CustomItemTemplateProfile()
{
CreateMap<CustomItemTemplate, CustomItemTemplateListDto>()
.ForMember(dest => dest.FieldCount,
opt => opt.MapFrom(src => CountFields(src.FieldsJson)));
CreateMap<CustomItemTemplate, CustomItemTemplateDto>();
CreateMap<CustomItemTemplate, CustomItemTemplatePickerDto>();
CreateMap<CreateCustomItemTemplateDto, CustomItemTemplate>();
CreateMap<UpdateCustomItemTemplateDto, CustomItemTemplate>()
.ForMember(dest => dest.DiagramImagePath, opt => opt.Ignore()); // set by controller after blob upload
CreateMap<CustomItemTemplate, UpdateCustomItemTemplateDto>();
}
private static int CountFields(string fieldsJson)
{
try
{
var doc = System.Text.Json.JsonDocument.Parse(fieldsJson);
return doc.RootElement.ValueKind == System.Text.Json.JsonValueKind.Array
? doc.RootElement.GetArrayLength()
: 0;
}
catch
{
return 0;
}
}
}
@@ -0,0 +1,35 @@
using AutoMapper;
using PowderCoating.Core.Entities;
using PowderCoating.Application.DTOs.Company;
namespace PowderCoating.Application.Mappings;
public class FormulaLibraryProfile : Profile
{
public FormulaLibraryProfile()
{
CreateMap<FormulaLibraryItem, FormulaLibraryCardDto>()
.ForMember(dest => dest.InspiredByName,
opt => opt.MapFrom(src => src.InspiredBy != null ? src.InspiredBy.Name : null))
.ForMember(dest => dest.InspiredByCompanyName,
opt => opt.MapFrom(src => src.InspiredBy != null ? src.InspiredBy.SourceCompanyName : null))
.ForMember(dest => dest.AlreadyImported, opt => opt.Ignore()); // set by service
CreateMap<FormulaLibraryItem, FormulaLibraryDetailDto>()
.IncludeBase<FormulaLibraryItem, FormulaLibraryCardDto>()
.ForMember(dest => dest.FieldCount,
opt => opt.MapFrom(src => CountFields(src.FieldsJson)));
}
private static int CountFields(string fieldsJson)
{
try
{
var doc = System.Text.Json.JsonDocument.Parse(fieldsJson);
return doc.RootElement.ValueKind == System.Text.Json.JsonValueKind.Array
? doc.RootElement.GetArrayLength()
: 0;
}
catch { return 0; }
}
}
@@ -19,6 +19,7 @@ public class InvoiceProfile : Profile
CreateMap<Invoice, InvoiceDto>() CreateMap<Invoice, InvoiceDto>()
.ForMember(d => d.JobNumber, o => o.MapFrom(s => s.Job != null ? s.Job.JobNumber : string.Empty)) .ForMember(d => d.JobNumber, o => o.MapFrom(s => s.Job != null ? s.Job.JobNumber : string.Empty))
.ForMember(d => d.ProjectName, o => o.MapFrom(s => s.ProjectName ?? (s.Job != null ? s.Job.ProjectName : null)))
.ForMember(d => d.CustomerName, o => o.MapFrom(s => s.Customer != null .ForMember(d => d.CustomerName, o => o.MapFrom(s => s.Customer != null
? (s.Customer.IsCommercial ? (s.Customer.IsCommercial
? s.Customer.CompanyName ? s.Customer.CompanyName
@@ -159,6 +159,7 @@ public class QuoteProfile : Profile
.ReverseMap() .ReverseMap()
.ForMember(dest => dest.Quote, opt => opt.Ignore()) .ForMember(dest => dest.Quote, opt => opt.Ignore())
.ForMember(dest => dest.CatalogItem, opt => opt.Ignore()) .ForMember(dest => dest.CatalogItem, opt => opt.Ignore())
.ForMember(dest => dest.CustomItemTemplate, opt => opt.Ignore())
.ForMember(dest => dest.Coats, opt => opt.Ignore()) .ForMember(dest => dest.Coats, opt => opt.Ignore())
.ForMember(dest => dest.PrepServices, opt => opt.Ignore()) .ForMember(dest => dest.PrepServices, opt => opt.Ignore())
.ForMember(dest => dest.CompanyId, opt => opt.Ignore()) .ForMember(dest => dest.CompanyId, opt => opt.Ignore())
@@ -180,6 +181,7 @@ public class QuoteProfile : Profile
.ForMember(dest => dest.Coats, opt => opt.Ignore()) // Mapped separately .ForMember(dest => dest.Coats, opt => opt.Ignore()) // Mapped separately
.ForMember(dest => dest.PrepServices, opt => opt.Ignore()) // Mapped separately .ForMember(dest => dest.PrepServices, opt => opt.Ignore()) // Mapped separately
.ForMember(dest => dest.CatalogItem, opt => opt.Ignore()) .ForMember(dest => dest.CatalogItem, opt => opt.Ignore())
.ForMember(dest => dest.CustomItemTemplate, opt => opt.Ignore()) // FK only; nav set by EF
.ForMember(dest => dest.CompanyId, opt => opt.Ignore()) .ForMember(dest => dest.CompanyId, opt => opt.Ignore())
.ForMember(dest => dest.CreatedAt, opt => opt.Ignore()) .ForMember(dest => dest.CreatedAt, opt => opt.Ignore())
.ForMember(dest => dest.UpdatedAt, opt => opt.Ignore()) .ForMember(dest => dest.UpdatedAt, opt => opt.Ignore())
@@ -190,7 +192,10 @@ public class QuoteProfile : Profile
.ForMember(dest => dest.UpdatedBy, opt => opt.Ignore()); .ForMember(dest => dest.UpdatedBy, opt => opt.Ignore());
// QuoteItem -> CreateQuoteItemDto (for Edit view) // QuoteItem -> CreateQuoteItemDto (for Edit view)
// Coats and PrepServices must be mapped explicitly; convention-based collection mapping
// is unreliable for ICollection<T> → List<T2> with different element types.
CreateMap<QuoteItem, CreateQuoteItemDto>() CreateMap<QuoteItem, CreateQuoteItemDto>()
.ForMember(dest => dest.Coats, opt => opt.MapFrom(src => src.Coats))
.ForMember(dest => dest.PrepServices, opt => opt.MapFrom(src => src.PrepServices)); .ForMember(dest => dest.PrepServices, opt => opt.MapFrom(src => src.PrepServices));
// ============================================================================ // ============================================================================
@@ -16,6 +16,7 @@
<PackageReference Include="FluentValidation" Version="11.11.0" /> <PackageReference Include="FluentValidation" Version="11.11.0" />
<PackageReference Include="FluentValidation.DependencyInjectionExtensions" Version="11.11.0" /> <PackageReference Include="FluentValidation.DependencyInjectionExtensions" Version="11.11.0" />
<PackageReference Include="Microsoft.Extensions.Logging.Abstractions" Version="10.0.0" /> <PackageReference Include="Microsoft.Extensions.Logging.Abstractions" Version="10.0.0" />
<PackageReference Include="NCalc2" Version="2.1.0" />
<PackageReference Include="QuestPDF" Version="2024.12.3" /> <PackageReference Include="QuestPDF" Version="2024.12.3" />
@@ -53,7 +53,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IncludePrepCost = source.IncludePrepCost, IncludePrepCost = source.IncludePrepCost,
Complexity = source.Complexity, Complexity = source.Complexity,
AiTags = source.AiTags, AiTags = source.AiTags,
AiPredictionId = source.AiPredictionId AiPredictionId = source.AiPredictionId,
IsCustomFormulaItem = source.IsCustomFormulaItem,
CustomItemTemplateId = source.CustomItemTemplateId,
FormulaFieldValuesJson = source.FormulaFieldValuesJson
}, },
jobId, jobId,
companyId, companyId,
@@ -157,7 +160,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IncludePrepCost = source.IncludePrepCost, IncludePrepCost = source.IncludePrepCost,
Complexity = source.Complexity, Complexity = source.Complexity,
AiTags = source.AiTags, AiTags = source.AiTags,
AiPredictionId = source.AiPredictionId AiPredictionId = source.AiPredictionId,
IsCustomFormulaItem = source.IsCustomFormulaItem,
CustomItemTemplateId = source.CustomItemTemplateId,
FormulaFieldValuesJson = source.FormulaFieldValuesJson
}, },
jobId, jobId,
companyId, companyId,
@@ -259,7 +265,10 @@ public class JobItemAssemblyService : IJobItemAssemblyService
IncludePrepCost = source.IncludePrepCost, IncludePrepCost = source.IncludePrepCost,
Complexity = source.Complexity, Complexity = source.Complexity,
AiTags = source.AiTags, AiTags = source.AiTags,
AiPredictionId = source.AiPredictionId AiPredictionId = source.AiPredictionId,
IsCustomFormulaItem = source.IsCustomFormulaItem,
CustomItemTemplateId = source.CustomItemTemplateId,
FormulaFieldValuesJson = source.FormulaFieldValuesJson
}, },
jobId, jobId,
companyId, companyId,
@@ -353,6 +362,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
Complexity = seed.Complexity, Complexity = seed.Complexity,
AiTags = seed.AiTags, AiTags = seed.AiTags,
AiPredictionId = seed.AiPredictionId, AiPredictionId = seed.AiPredictionId,
IsCustomFormulaItem = seed.IsCustomFormulaItem,
CustomItemTemplateId = seed.CustomItemTemplateId,
FormulaFieldValuesJson = seed.FormulaFieldValuesJson,
CompanyId = companyId, CompanyId = companyId,
CreatedAt = createdAtUtc CreatedAt = createdAtUtc
}; };
@@ -480,6 +492,9 @@ public class JobItemAssemblyService : IJobItemAssemblyService
public string? Complexity { get; init; } public string? Complexity { get; init; }
public string? AiTags { get; init; } public string? AiTags { get; init; }
public int? AiPredictionId { get; init; } public int? AiPredictionId { get; init; }
public bool IsCustomFormulaItem { get; init; }
public int? CustomItemTemplateId { get; init; }
public string? FormulaFieldValuesJson { get; init; }
} }
/// <summary>Intermediate value object for coat creation — see <see cref="JobItemSeed"/> for rationale.</summary> /// <summary>Intermediate value object for coat creation — see <see cref="JobItemSeed"/> for rationale.</summary>
@@ -217,6 +217,8 @@ public class PdfService : IPdfService
c.Item().Text($"Job #: {invoice.JobNumber}"); c.Item().Text($"Job #: {invoice.JobNumber}");
if (!string.IsNullOrWhiteSpace(invoice.CustomerPO)) if (!string.IsNullOrWhiteSpace(invoice.CustomerPO))
c.Item().Text($"PO #: {invoice.CustomerPO}"); c.Item().Text($"PO #: {invoice.CustomerPO}");
if (!string.IsNullOrWhiteSpace(invoice.ProjectName))
c.Item().Text($"Project: {invoice.ProjectName}");
}); });
}); });
@@ -609,6 +611,15 @@ public class PdfService : IPdfService
row.RelativeItem().Text(quote.CustomerPO).FontSize(9); row.RelativeItem().Text(quote.CustomerPO).FontSize(9);
}); });
} }
if (!string.IsNullOrWhiteSpace(quote.ProjectName))
{
column.Item().Row(row =>
{
row.ConstantItem(80).Text("Project:").FontSize(9);
row.RelativeItem().Text(quote.ProjectName).FontSize(9);
});
}
}); });
} }
@@ -220,6 +220,16 @@ public class PricingCalculationService : IPricingCalculationService
}; };
} }
/// <summary>
/// Returns true when a coat requires ordering custom powder that is not in inventory.
/// Only coats with an explicit PowderToOrder quantity qualify — coats without a quantity
/// fall through to the standard surface-area pricing path in CalculateCoatPriceAsync.
/// </summary>
private static bool IsCustomPowderCoat(CreateQuoteItemCoatDto coat) =>
!coat.InventoryItemId.HasValue &&
coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0 &&
coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0;
/// <summary> /// <summary>
/// Calculates the total price for a single quote line item, routing to the correct pricing /// Calculates the total price for a single quote line item, routing to the correct pricing
/// path based on item type: /// path based on item type:
@@ -288,6 +298,26 @@ public class PricingCalculationService : IPricingCalculationService
}; };
} }
// Custom formula items (FixedRate mode): the wizard evaluated the NCalc formula server-side
// and stored the per-item result as ManualUnitPrice. Multiply by Quantity for the total,
// exactly like every other item type that uses ManualUnitPrice.
// SurfaceAreaSqFt mode: ManualUnitPrice is null; the formula produced sqft which was stored
// in SurfaceAreaSqFt, so the item falls through to the standard calculated path below.
if (item.IsCustomFormulaItem && item.ManualUnitPrice.HasValue)
{
var formulaUnitPrice = item.ManualUnitPrice.Value;
var formulaTotal = formulaUnitPrice * item.Quantity;
return new QuoteItemPricingResult
{
MaterialCost = 0,
LaborCost = 0,
EquipmentCost = 0,
ItemSubtotal = formulaTotal,
UnitPrice = formulaUnitPrice,
TotalPrice = formulaTotal
};
}
// Sales items (off-the-shelf merchandise) — manual unit price, no coating calculation. // Sales items (off-the-shelf merchandise) — manual unit price, no coating calculation.
if (item.IsSalesItem && item.ManualUnitPrice.HasValue) if (item.IsSalesItem && item.ManualUnitPrice.HasValue)
{ {
@@ -312,6 +342,8 @@ public class PricingCalculationService : IPricingCalculationService
{ {
for (int i = 0; i < item.Coats.Count; i++) for (int i = 0; i < item.Coats.Count; i++)
{ {
// Custom powder material moves to the "Custom Powder Order" line item
if (IsCustomPowderCoat(item.Coats[i])) continue;
var coatResult = await CalculateCoatPriceAsync( var coatResult = await CalculateCoatPriceAsync(
item.Coats[i], 0m, item.Quantity, i, 0, companyId); item.Coats[i], 0m, item.Quantity, i, 0, companyId);
coatMaterialCost += coatResult.CoatMaterialCost; coatMaterialCost += coatResult.CoatMaterialCost;
@@ -413,7 +445,9 @@ public class PricingCalculationService : IPricingCalculationService
for (int ci = 0; ci < item.Coats.Count; ci++) for (int ci = 0; ci < item.Coats.Count; ci++)
{ {
var coat = item.Coats[ci]; var coat = item.Coats[ci];
if (!coat.InventoryItemId.HasValue && coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0) // Custom powder with PowderToOrder moves to the "Custom Powder Order" line item; skip here
if (!coat.InventoryItemId.HasValue && coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0
&& !IsCustomPowderCoat(coat))
{ {
var coatResult = await CalculateCoatPriceAsync(coat, item.SurfaceAreaSqFt, item.Quantity, ci, 0, companyId); var coatResult = await CalculateCoatPriceAsync(coat, item.SurfaceAreaSqFt, item.Quantity, ci, 0, companyId);
totalMaterialCost += coatResult.CoatMaterialCost; totalMaterialCost += coatResult.CoatMaterialCost;
@@ -431,7 +465,8 @@ public class PricingCalculationService : IPricingCalculationService
{ {
var firstCoatResult = await CalculateCoatPriceAsync( var firstCoatResult = await CalculateCoatPriceAsync(
item.Coats[0], item.SurfaceAreaSqFt, item.Quantity, 0, item.EstimatedMinutes, companyId); item.Coats[0], item.SurfaceAreaSqFt, item.Quantity, 0, item.EstimatedMinutes, companyId);
totalMaterialCost = firstCoatResult.CoatMaterialCost; // Custom powder material moves to the "Custom Powder Order" line item; keep the labor
totalMaterialCost = IsCustomPowderCoat(item.Coats[0]) ? 0m : firstCoatResult.CoatMaterialCost;
coatLaborCost = firstCoatResult.CoatLaborCost; coatLaborCost = firstCoatResult.CoatLaborCost;
totalLaborCost = coatLaborCost; totalLaborCost = coatLaborCost;
} }
@@ -628,6 +663,49 @@ public class PricingCalculationService : IPricingCalculationService
// 4. TOTAL ITEMS SUBTOTAL // 4. TOTAL ITEMS SUBTOTAL
var itemsSubtotal = catalogItemsWithoutCoatsTotal + calculatedItemsSubtotal; var itemsSubtotal = catalogItemsWithoutCoatsTotal + calculatedItemsSubtotal;
// Powder-to-order costs are excluded from individual item prices and collected in a
// "Custom Powder Order" line item added at save time. For live pricing previews (before
// save), add them back here so the displayed total stays correct throughout the session.
// Two coat types qualify: custom powder (no InventoryItemId, manual PowderCostPerLb) and
// incoming powder (InventoryItemId set, IsIncoming=true, cost from inventoryItem.UnitCost).
bool hasCustomPowderOrderItem = items.Any(i =>
i.IsGenericItem && i.Description?.StartsWith("Custom Powder Order") == true);
decimal customPowderOrderAmount = 0m;
var customPowderOrderColors = new List<string>();
if (!hasCustomPowderOrderItem)
{
foreach (var item in items.Where(i => i.Coats != null))
{
foreach (var c in item.Coats!)
{
if (!c.InventoryItemId.HasValue &&
c.PowderToOrder.HasValue && c.PowderToOrder.Value > 0 &&
c.PowderCostPerLb.HasValue && c.PowderCostPerLb.Value > 0)
{
customPowderOrderAmount += c.PowderToOrder.Value * c.PowderCostPerLb.Value;
if (!string.IsNullOrWhiteSpace(c.ColorName))
customPowderOrderColors.Add(c.ColorName);
}
else if (c.InventoryItemId.HasValue && c.PowderToOrder.HasValue && c.PowderToOrder.Value > 0)
{
var invItem = await _unitOfWork.InventoryItems.GetByIdAsync(c.InventoryItemId.Value);
if (invItem?.IsIncoming == true)
{
customPowderOrderAmount += c.PowderToOrder.Value * invItem.UnitCost;
var colorName = !string.IsNullOrWhiteSpace(c.ColorName) ? c.ColorName : invItem.Name;
if (!string.IsNullOrWhiteSpace(colorName))
customPowderOrderColors.Add(colorName);
}
}
}
}
if (customPowderOrderAmount > 0)
{
itemsSubtotal += customPowderOrderAmount;
totalMaterialCosts += customPowderOrderAmount;
}
}
// 4b. OVEN BATCH COST (quote-level: batches × cycle time × oven rate) // 4b. OVEN BATCH COST (quote-level: batches × cycle time × oven rate)
// AI items already have oven cost baked into their AI-estimated price, so we only // AI items already have oven cost baked into their AI-estimated price, so we only
// charge the proportion of the oven that's attributable to non-AI items. // charge the proportion of the oven that's attributable to non-AI items.
@@ -806,7 +884,11 @@ public class PricingCalculationService : IPricingCalculationService
MaterialCosts = Math.Round(totalMaterialCosts, 2), MaterialCosts = Math.Round(totalMaterialCosts, 2),
LaborCosts = Math.Round(totalLaborCosts, 2), LaborCosts = Math.Round(totalLaborCosts, 2),
EquipmentCosts = Math.Round(totalEquipmentCosts, 2), EquipmentCosts = Math.Round(totalEquipmentCosts, 2),
ItemResults = itemResults ItemResults = itemResults,
CustomPowderOrderAmount = Math.Round(customPowderOrderAmount, 2),
CustomPowderOrderColors = customPowderOrderColors
.Distinct(StringComparer.OrdinalIgnoreCase)
.ToList()
}; };
} }
} }
@@ -90,8 +90,9 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
{ {
ArgumentNullException.ThrowIfNull(itemDtos); ArgumentNullException.ThrowIfNull(itemDtos);
var dtoList = itemDtos.ToList();
var items = new List<QuoteItem>(); var items = new List<QuoteItem>();
foreach (var itemDto in itemDtos) foreach (var itemDto in dtoList)
{ {
var item = BuildQuoteItem(itemDto, quoteId, companyId, createdAtUtc); var item = BuildQuoteItem(itemDto, quoteId, companyId, createdAtUtc);
await ApplyPricingAsync(item, itemDto, companyId, ovenRateOverride); await ApplyPricingAsync(item, itemDto, companyId, ovenRateOverride);
@@ -102,6 +103,17 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
items.Add(item); items.Add(item);
} }
// Option B: auto-create the Custom Powder Order item only on first save.
// Once user-owned, they manage its price (e.g. to add shipping) — we never overwrite it.
bool hasExistingCustomPowderOrder = dtoList.Any(d =>
d.IsGenericItem && d.Description?.StartsWith("Custom Powder Order") == true);
if (!hasExistingCustomPowderOrder)
{
var customPowderItem = await BuildCustomPowderOrderItemAsync(dtoList, quoteId, companyId, createdAtUtc);
if (customPowderItem != null)
items.Add(customPowderItem);
}
return items; return items;
} }
@@ -130,6 +142,14 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
return; return;
} }
if (itemDto.IsCustomFormulaItem && itemDto.ManualUnitPrice.HasValue)
{
item.UnitPrice = itemDto.ManualUnitPrice.Value;
item.TotalPrice = itemDto.ManualUnitPrice.Value * itemDto.Quantity;
_logger.LogInformation("Custom formula item (FixedRate) price: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
return;
}
if (itemDto.CatalogItemId.HasValue) if (itemDto.CatalogItemId.HasValue)
{ {
if (itemDto.Coats != null && itemDto.Coats.Any()) if (itemDto.Coats != null && itemDto.Coats.Any())
@@ -161,9 +181,10 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
/// <summary> /// <summary>
/// Builds <see cref="QuoteItemCoat"/> entities for a single item, including per-coat pricing. /// 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 /// When a coat references the platform catalog (<c>CatalogItemId</c> set), the ID is stored on
/// item, an incoming <see cref="InventoryItem"/> is auto-created so the shop can track the powder /// <see cref="QuoteItemCoat.PowderCatalogItemId"/> so that at <em>approval</em> time the system
/// order and receive it later — see <see cref="CreateIncomingInventoryItemAsync"/> for details. /// can create exactly one <see cref="InventoryItem"/> per unique powder across all coats on the
/// quote (deduplication). No inventory is created during quote save.
/// </summary> /// </summary>
private async Task<List<QuoteItemCoat>> BuildQuoteItemCoatsAsync(CreateQuoteItemDto itemDto, int companyId, DateTime createdAtUtc) private async Task<List<QuoteItemCoat>> BuildQuoteItemCoatsAsync(CreateQuoteItemDto itemDto, int companyId, DateTime createdAtUtc)
{ {
@@ -175,8 +196,8 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
{ {
var coatDto = itemDto.Coats[coatIndex]; var coatDto = itemDto.Coats[coatIndex];
if (coatDto.AddAsIncoming && coatDto.CatalogItemId.HasValue && !coatDto.InventoryItemId.HasValue) // Incoming-inventory creation is intentionally deferred to quote approval.
coatDto.InventoryItemId = await CreateIncomingInventoryItemAsync(coatDto, companyId); // PowderCatalogItemId is persisted on the coat entity for later use.
var coat = BuildQuoteItemCoat(coatDto, companyId, createdAtUtc); var coat = BuildQuoteItemCoat(coatDto, companyId, createdAtUtc);
var coatPricing = await _pricingService.CalculateCoatPriceAsync( var coatPricing = await _pricingService.CalculateCoatPriceAsync(
@@ -243,6 +264,9 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
IsAiItem = itemDto.IsAiItem, IsAiItem = itemDto.IsAiItem,
AiTags = itemDto.AiTags, AiTags = itemDto.AiTags,
AiPredictionId = itemDto.AiPredictionId, AiPredictionId = itemDto.AiPredictionId,
IsCustomFormulaItem = itemDto.IsCustomFormulaItem,
CustomItemTemplateId = itemDto.CustomItemTemplateId,
FormulaFieldValuesJson = itemDto.FormulaFieldValuesJson,
CompanyId = companyId, CompanyId = companyId,
CreatedAt = createdAtUtc CreatedAt = createdAtUtc
}; };
@@ -256,6 +280,7 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
CoatName = coatDto.CoatName, CoatName = coatDto.CoatName,
Sequence = coatDto.Sequence, Sequence = coatDto.Sequence,
InventoryItemId = coatDto.InventoryItemId, InventoryItemId = coatDto.InventoryItemId,
PowderCatalogItemId = coatDto.CatalogItemId,
ColorName = coatDto.ColorName, ColorName = coatDto.ColorName,
VendorId = coatDto.VendorId, VendorId = coatDto.VendorId,
ColorCode = coatDto.ColorCode, ColorCode = coatDto.ColorCode,
@@ -305,31 +330,33 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
} }
/// <summary> /// <summary>
/// Auto-creates an "incoming" <see cref="InventoryItem"/> when a user selects a powder from the /// Creates one "incoming" <see cref="InventoryItem"/> from a platform catalog entry.
/// platform catalog that doesn't yet exist in their company's inventory. /// Called at quote-approval time (not during quote save) so inventory records only appear
/// when a job is actually going to be created. The caller groups coats by
/// <c>PowderCatalogItemId</c> and calls this once per unique catalog item, preventing
/// duplicate records when the same powder appears on multiple items in the same quote.
/// ///
/// WHY this exists: shops often quote jobs using powders they haven't ordered yet. Rather than /// Category resolution prefers the company's "POWDER" category (CategoryCode=="POWDER")
/// forcing the user to manually add the powder to inventory before quoting, we create an /// so the item always lands in the right bucket regardless of how many IsCoating categories
/// IsIncoming=true record on their behalf. The shop can then receive the actual order against /// the company has defined. Falls back to the lowest-DisplayOrder IsCoating category.
/// 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, /// AI augmentation fills in missing technical specs (cure temp/time, coverage, color families)
/// color families, etc.) that may be missing from the scraped catalog JSON. It is best-effort — /// from the manufacturer product page. Best-effort — item is still created from catalog data
/// if it fails, the item is still created with whatever data the catalog has. /// if the AI call fails.
///
/// 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> /// </summary>
private async Task<int?> CreateIncomingInventoryItemAsync(CreateQuoteItemCoatDto coatDto, int companyId) private async Task<int?> CreateIncomingInventoryItemAsync(int catalogItemId, int companyId)
{ {
try try
{ {
var catalogItem = await _unitOfWork.PowderCatalog.GetByIdAsync(coatDto.CatalogItemId!.Value); var catalogItem = await _unitOfWork.PowderCatalog.GetByIdAsync(catalogItemId);
if (catalogItem == null) return null; if (catalogItem == null) return null;
var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync(); var categories = await _unitOfWork.InventoryCategoryLookups.GetAllAsync();
var coatingCategory = categories // Prefer the canonical "POWDER" category so catalog-sourced items never land in an
// unrelated coating category (e.g. "Cerakote") that happens to have IsCoating=true.
var coatingCategory = categories.FirstOrDefault(c => c.IsActive && c.IsCoating
&& c.CategoryCode.Equals("POWDER", StringComparison.OrdinalIgnoreCase))
?? categories
.Where(c => c.IsActive && c.IsCoating) .Where(c => c.IsActive && c.IsCoating)
.OrderBy(c => c.DisplayOrder) .OrderBy(c => c.DisplayOrder)
.FirstOrDefault(); .FirstOrDefault();
@@ -437,17 +464,143 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
await _unitOfWork.InventoryItems.AddAsync(item); await _unitOfWork.InventoryItems.AddAsync(item);
await _unitOfWork.SaveChangesAsync(); await _unitOfWork.SaveChangesAsync();
coatDto.PowderCostPerLb = null; _logger.LogInformation("Created incoming inventory item {Id} ({Name}) from catalog {CatalogId} at quote approval",
_logger.LogInformation("Created incoming inventory item {Id} ({Name}) from catalog {CatalogId} via quote coat", item.Id, item.Name, catalogItemId);
item.Id, item.Name, coatDto.CatalogItemId);
return item.Id; return item.Id;
} }
catch (Exception ex) catch (Exception ex)
{ {
_logger.LogWarning(ex, "Failed to create incoming inventory item from catalog {CatalogId}, continuing without inventory link", _logger.LogWarning(ex, "Failed to create incoming inventory item from catalog {CatalogId}, continuing without inventory link",
coatDto.CatalogItemId); catalogItemId);
return null; return null;
} }
} }
/// <summary>
/// Scans all coat DTOs for powder that must be ordered (custom or catalog-sourced) and returns a
/// single "Custom Powder Order" QuoteItem aggregating all material costs and color names.
/// Returns null when no such coats are found. Used by <see cref="CreateQuoteItemsAsync"/>
/// on the first save only — Option B means the user owns the price after creation.
///
/// Coat types that qualify:
/// - Custom powder: no InventoryItemId, manual PowderCostPerLb &gt; 0 (user-entered)
/// - Catalog-sourced pending incoming: CatalogItemId set, no InventoryItemId, PowderCostPerLb
/// pre-filled from catalog unit price (inventory creation deferred to approval)
/// - Legacy path: InventoryItemId set and item.IsIncoming == true (pre-fix records)
/// </summary>
private async Task<QuoteItem?> BuildCustomPowderOrderItemAsync(
IReadOnlyList<CreateQuoteItemDto> itemDtos, int quoteId, int companyId, DateTime createdAtUtc)
{
var colorNames = new List<string>();
decimal totalCost = 0m;
foreach (var itemDto in itemDtos)
{
if (itemDto.Coats == null) continue;
foreach (var coat in itemDto.Coats)
{
if (!coat.InventoryItemId.HasValue &&
coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0 &&
coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0)
{
// Custom powder (manual cost) or catalog-sourced incoming (cost pre-filled from catalog).
// Both arrive here the same way: PowderCostPerLb set, no inventory link yet.
totalCost += coat.PowderToOrder.Value * coat.PowderCostPerLb.Value;
if (!string.IsNullOrWhiteSpace(coat.ColorName))
colorNames.Add(coat.ColorName);
}
else if (coat.InventoryItemId.HasValue && coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0)
{
// Legacy path: inventory was already created (quotes saved before the deferred-creation fix).
// PowderCostPerLb was cleared on those coats so cost must come from inventory.
var invItem = await _unitOfWork.InventoryItems.GetByIdAsync(coat.InventoryItemId.Value);
if (invItem?.IsIncoming == true)
{
totalCost += coat.PowderToOrder.Value * invItem.UnitCost;
var colorName = !string.IsNullOrWhiteSpace(coat.ColorName) ? coat.ColorName : invItem.Name;
if (!string.IsNullOrWhiteSpace(colorName))
colorNames.Add(colorName);
}
}
}
}
if (totalCost <= 0) return null;
var uniqueColors = colorNames
.Distinct(StringComparer.OrdinalIgnoreCase)
.ToList();
var description = uniqueColors.Any()
? $"Custom Powder Order ({string.Join(", ", uniqueColors)})"
: "Custom Powder Order";
return new QuoteItem
{
QuoteId = quoteId,
Description = description,
Quantity = 1,
IsGenericItem = true,
ManualUnitPrice = totalCost,
UnitPrice = totalCost,
TotalPrice = totalCost,
ItemMaterialCost = totalCost,
CompanyId = companyId,
CreatedAt = createdAtUtc,
Coats = [],
PrepServices = []
};
}
/// <summary>
/// Called at quote approval time to create exactly one <see cref="InventoryItem"/> per unique
/// powder catalog entry referenced across all coats on the quote, then links each coat to its
/// new (or existing) inventory record.
///
/// WHY deferred: during quoting the job may never be approved, so creating inventory records at
/// quote-save time produces orphaned, never-ordered items. Deferring to approval ensures inventory
/// only reflects powders the shop is actually going to process.
///
/// Deduplication: multiple items on the same quote that use the same catalog powder receive the
/// same InventoryItemId — no duplicate records are created.
///
/// Idempotent: coats that already have an InventoryItemId are skipped, so calling this method
/// on an already-approved quote (e.g. retry after a transient error) is safe.
/// </summary>
public async Task EnsureIncomingInventoryForApprovedQuoteAsync(int quoteId, int companyId)
{
// Load all QuoteItems for this quote with their coats so we can inspect PowderCatalogItemId.
var quoteItems = await _unitOfWork.QuoteItems.FindAsync(
qi => qi.QuoteId == quoteId && qi.CompanyId == companyId,
false,
qi => qi.Coats);
var pendingCoats = quoteItems
.SelectMany(qi => qi.Coats)
.Where(c => c.PowderCatalogItemId.HasValue && !c.InventoryItemId.HasValue)
.ToList();
if (pendingCoats.Count == 0) return;
// Group by catalog item ID so each unique powder generates exactly one inventory record.
var groups = pendingCoats
.GroupBy(c => c.PowderCatalogItemId!.Value)
.ToList();
foreach (var group in groups)
{
var newInventoryId = await CreateIncomingInventoryItemAsync(group.Key, companyId);
if (newInventoryId == null) continue;
// Link every coat in this group to the single newly-created inventory record.
foreach (var coat in group)
{
coat.InventoryItemId = newInventoryId;
coat.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.QuoteItemCoats.UpdateAsync(coat);
}
}
await _unitOfWork.SaveChangesAsync();
}
} }
@@ -5,145 +5,165 @@ namespace PowderCoating.Application.Services;
/// <summary> /// <summary>
/// Derives sqft/hr throughput rates from a shop's equipment configuration. /// Derives sqft/hr throughput rates from a shop's equipment configuration.
/// Used in two places: the AI photo quote prompt (so Claude reasons from real shop /// Used by the AI photo quote prompt (so Claude reasons from real shop speeds)
/// speeds) and the calculated-item wizard (to show a suggested blast time hint). /// and the Company Settings live preview (so the UI always shows the same rate
/// the AI will use — single formula path, no client-side duplication).
/// ///
/// Formula: /// Both pressure pots and siphon cabinets are nozzle-primary: nozzle size
/// BlastRate = BaseByCfm(cfm) × NozzleMultiplier × SetupMultiplier × SubstrateMultiplier /// determines throughput and CFM draw. CFM is not used in the rate formula.
/// ///
/// Base rates by CFM represent a pressure pot at #5 nozzle removing paint. /// Sources:
/// All multipliers are relative to that baseline. /// Pressure pot rates — averaged from two industry standard abrasive blast
/// cleaning reference tables.
/// Siphon cabinet rates — industry reference table for siphon-fed cabinets.
/// Substrate multipliers — relative removal difficulty vs. paint baseline.
/// </summary> /// </summary>
public static class ShopCapabilityCalculator public static class ShopCapabilityCalculator
{ {
// ── Blast rate derivation ───────────────────────────────────────────────── // ── Public entry points ────────────────────────────────────────────────────
/// <summary> /// <summary>
/// Returns the effective blast rate in sqft/hr. /// Returns the effective blast rate in sqft/hr for company-level operating costs.
/// If <see cref="CompanyOperatingCosts.BlastRateSqFtPerHourOverride"/> is set, returns it directly. /// BlastRateSqFtPerHourOverride bypasses the formula when set.
/// Otherwise derives from CFM, nozzle, setup type, and substrate.
/// Returns 0 when CFM is not configured (shop hasn't calibrated yet).
/// </summary> /// </summary>
public static decimal GetBlastRateSqFtPerHour(CompanyOperatingCosts costs) public static decimal GetBlastRateSqFtPerHour(CompanyOperatingCosts costs)
{ {
if (costs.BlastRateSqFtPerHourOverride.HasValue && costs.BlastRateSqFtPerHourOverride.Value > 0) if (costs.BlastRateSqFtPerHourOverride.HasValue && costs.BlastRateSqFtPerHourOverride.Value > 0)
return costs.BlastRateSqFtPerHourOverride.Value; return costs.BlastRateSqFtPerHourOverride.Value;
if (costs.CompressorCfm <= 0) return CalculateBlastRate(costs.BlastNozzleSize, costs.BlastSetupType, costs.PrimaryBlastSubstrate);
return 0m;
var baseRate = BaseByCfm(costs.CompressorCfm);
var nozzle = NozzleMultiplier(costs.BlastNozzleSize);
var setup = SetupMultiplier(costs.BlastSetupType);
var substrate = SubstrateMultiplier(costs.PrimaryBlastSubstrate);
return Math.Round(baseRate * nozzle * setup * substrate, 1);
} }
/// <summary> /// <summary>
/// Returns the effective blast rate in sqft/hr for a named <see cref="CompanyBlastSetup"/>. /// Returns the effective blast rate in sqft/hr for a named blast setup.
/// Identical logic to the <see cref="CompanyOperatingCosts"/> overload — uses override if set, /// BlastRateSqFtPerHourOverride bypasses the formula when set.
/// otherwise derives from the setup's equipment specs.
/// </summary> /// </summary>
public static decimal GetBlastRateSqFtPerHour(CompanyBlastSetup setup) public static decimal GetBlastRateSqFtPerHour(CompanyBlastSetup setup)
{ {
if (setup.BlastRateSqFtPerHourOverride.HasValue && setup.BlastRateSqFtPerHourOverride.Value > 0) if (setup.BlastRateSqFtPerHourOverride.HasValue && setup.BlastRateSqFtPerHourOverride.Value > 0)
return setup.BlastRateSqFtPerHourOverride.Value; return setup.BlastRateSqFtPerHourOverride.Value;
if (setup.CompressorCfm <= 0) return CalculateBlastRate(setup.BlastNozzleSize, setup.SetupType, setup.PrimarySubstrate);
return 0m;
var baseRate = BaseByCfm(setup.CompressorCfm);
var nozzle = NozzleMultiplier(setup.BlastNozzleSize);
var setupMult = SetupMultiplier(setup.SetupType);
var substrate = SubstrateMultiplier(setup.PrimarySubstrate);
return Math.Round(baseRate * nozzle * setupMult * substrate, 1);
} }
/// <summary> /// <summary>
/// Returns the effective coating application rate in sqft/hr. /// Returns the effective coating application rate in sqft/hr.
/// If override is set, returns it directly. /// Override bypasses the formula when set.
/// Otherwise derives a sensible default from gun type.
/// </summary> /// </summary>
public static decimal GetCoatingRateSqFtPerHour(CompanyOperatingCosts costs) public static decimal GetCoatingRateSqFtPerHour(CompanyOperatingCosts costs)
{ {
if (costs.CoatingRateSqFtPerHourOverride.HasValue && costs.CoatingRateSqFtPerHourOverride.Value > 0) if (costs.CoatingRateSqFtPerHourOverride.HasValue && costs.CoatingRateSqFtPerHourOverride.Value > 0)
return costs.CoatingRateSqFtPerHourOverride.Value; return costs.CoatingRateSqFtPerHourOverride.Value;
// Corona and tribo guns are roughly similar on flat parts; tribo edges out on complex geometry.
// Without more equipment data (voltage, gun model) we use a single reasonable default.
return costs.CoatingGunType switch return costs.CoatingGunType switch
{ {
CoatingGunType.Corona => 40m, CoatingGunType.Corona => 40m,
CoatingGunType.Tribo => 35m, // slower on flat but better on complex; conservative default CoatingGunType.Tribo => 35m,
CoatingGunType.Both => 40m, CoatingGunType.Both => 40m,
_ => 40m _ => 40m
}; };
} }
/// <summary> /// <summary>
/// Returns default equipment field values for a given capability tier. /// Returns default equipment field values for a given capability tier, applied
/// Applied during Setup Wizard tier selection so the shop gets reasonable /// during Setup Wizard tier selection so new shops get reasonable starting values.
/// starting values even if they never visit the Quoting Calibration tab. /// CFM defaults reflect typical compressor sizes for each tier; they appear in the
/// UI for reference but are not used in the rate formula.
/// </summary> /// </summary>
public static (BlastSetupType SetupType, decimal Cfm, int NozzleSize, BlastSubstrateType Substrate) public static (BlastSetupType SetupType, decimal Cfm, int NozzleSize, BlastSubstrateType Substrate)
TierDefaults(ShopCapabilityTier tier) => tier switch TierDefaults(ShopCapabilityTier tier) => tier switch
{ {
ShopCapabilityTier.Garage => (BlastSetupType.SiphonCabinet, 7m, 4, BlastSubstrateType.Mixed), ShopCapabilityTier.Garage => (BlastSetupType.SiphonCabinet, 7m, 3, BlastSubstrateType.Mixed),
ShopCapabilityTier.Small => (BlastSetupType.PressurePot, 40m, 5, BlastSubstrateType.Mixed), ShopCapabilityTier.Small => (BlastSetupType.PressurePot, 49m, 3, BlastSubstrateType.Mixed),
ShopCapabilityTier.Medium => (BlastSetupType.PressurePot, 80m, 5, BlastSubstrateType.Mixed), ShopCapabilityTier.Medium => (BlastSetupType.PressurePot, 90m, 4, BlastSubstrateType.Mixed),
ShopCapabilityTier.Large => (BlastSetupType.PressurePot, 150m, 6, BlastSubstrateType.Mixed), ShopCapabilityTier.Large => (BlastSetupType.PressurePot, 150m, 5, BlastSubstrateType.Mixed),
_ => (BlastSetupType.SiphonCabinet, 7m, 4, BlastSubstrateType.Mixed) _ => (BlastSetupType.SiphonCabinet, 7m, 3, BlastSubstrateType.Mixed)
}; };
// ── Private helpers ─────────────────────────────────────────────────────── // ── Core formula (single path for all callers) ─────────────────────────────
/// <summary> /// <summary>
/// Base sqft/hr at a pressure pot, #5 nozzle, removing paint. /// Nozzle-primary blast rate calculation. Nozzle size determines throughput;
/// Calibrated so that real-world examples produce expected results: /// setup type routes to the appropriate reference table; substrate adjusts for
/// - 7 CFM siphon cabinet → ~2 sqft/hr (garage coater, 3+ hrs/wheel) /// removal difficulty. CFM is not used — it is a consequence of nozzle choice,
/// - 40 CFM pressure pot → ~15 sqft/hr (small shop, ~30 min/wheel) /// not an independent variable in throughput.
/// - 80 CFM pressure pot → ~25 sqft/hr (medium shop)
/// - 150 CFM pressure pot → ~40 sqft/hr (large shop, ~10 min/wheel)
/// </summary> /// </summary>
private static decimal BaseByCfm(decimal cfm) => cfm switch private static decimal CalculateBlastRate(int nozzle, BlastSetupType setupType, BlastSubstrateType substrate)
{ {
< 10 => 5m, var baseRate = setupType switch
< 20 => 9m, {
< 40 => 15m, BlastSetupType.PressurePot => PressurePotRateByNozzle(nozzle),
< 80 => 25m, BlastSetupType.SiphonCabinet => SiphonCabinetRateByNozzle(nozzle),
< 120 => 35m, // Siphon pot: open gravity feed, no enclosure penalty, ~80% of pressure pot
_ => 45m BlastSetupType.SiphonPot => Math.Round(PressurePotRateByNozzle(nozzle) * 0.80m, 1),
// Wet blasting: water-media mix reduces impact velocity, ~60% of dry pressure pot
BlastSetupType.WetBlasting => Math.Round(PressurePotRateByNozzle(nozzle) * 0.60m, 1),
_ => 0m
}; };
private static decimal NozzleMultiplier(int nozzle) => nozzle switch return Math.Round(baseRate * SubstrateMultiplier(substrate), 1);
}
/// <summary>
/// Midpoint cleaning rates for a pressure pot at adequate air supply, by nozzle size.
/// Averaged from two industry-standard abrasive blast cleaning reference tables.
/// #1 (1/16"): 20-35 sqft/hr avg → 20
/// #2 (1/8"): 40-60 sqft/hr avg → 40
/// #3 (3/16"): 60-85 sqft/hr avg → 75
/// #4 (1/4"): 90-110 sqft/hr avg → 115
/// #5 (5/16"): 130-160 sqft/hr avg → 175
/// #6 (3/8"): 180-230 sqft/hr avg → 245
/// #7 (7/16"): 240-300 sqft/hr avg → 325
/// #8 (1/2"): 320-400 sqft/hr avg → 430
/// </summary>
private static decimal PressurePotRateByNozzle(int nozzle) => nozzle switch
{ {
2 => 0.35m, 1 => 20m,
3 => 0.55m, 2 => 40m,
4 => 0.75m, 3 => 75m,
5 => 1.00m, 4 => 115m,
6 => 1.30m, 5 => 175m,
7 => 1.65m, 6 => 245m,
8 => 2.00m, 7 => 325m,
_ => 1.00m 8 => 430m,
_ => 100m
}; };
private static decimal SetupMultiplier(BlastSetupType setup) => setup switch /// <summary>
/// Midpoint cleaning rates for siphon-fed blast cabinets, by nozzle size.
/// Source: industry reference table for siphon cabinet production rates.
/// #1 (1/16"): 10-25 sqft/hr → 18
/// #2 (1/8"): 25-50 sqft/hr → 38
/// #3 (3/16"): 50-100 sqft/hr → 75
/// #4 (1/4"): 100-150 sqft/hr → 125
/// #5 (5/16"): 150-225 sqft/hr → 188
/// #6 (3/8"): 225-300 sqft/hr → 263
/// #7 (7/16"): 300-375 sqft/hr → 338
/// #8 (1/2"): 375-450 sqft/hr → 413
/// </summary>
private static decimal SiphonCabinetRateByNozzle(int nozzle) => nozzle switch
{ {
BlastSetupType.SiphonCabinet => 0.50m, // enclosed, low pressure, repositioning time 1 => 18m,
BlastSetupType.SiphonPot => 0.70m, 2 => 38m,
BlastSetupType.PressurePot => 1.00m, // baseline 3 => 75m,
BlastSetupType.WetBlasting => 0.60m, 4 => 125m,
_ => 1.00m 5 => 188m,
6 => 263m,
7 => 338m,
8 => 413m,
_ => 80m
}; };
/// <summary>
/// Adjustment for substrate removal difficulty relative to paint (baseline = 1.0).
/// Powder coat strips faster than paint; rust and scale requires multiple passes.
/// </summary>
private static decimal SubstrateMultiplier(BlastSubstrateType substrate) => substrate switch private static decimal SubstrateMultiplier(BlastSubstrateType substrate) => substrate switch
{ {
BlastSubstrateType.PowderCoat => 1.25m, // faster to remove than paint BlastSubstrateType.PowderCoat => 1.25m,
BlastSubstrateType.Paint => 1.00m, // baseline BlastSubstrateType.Paint => 1.00m,
BlastSubstrateType.Mixed => 0.90m, BlastSubstrateType.Mixed => 0.90m,
BlastSubstrateType.RustAndScale => 0.70m, // requires more passes BlastSubstrateType.RustAndScale => 0.70m,
_ => 0.90m _ => 0.90m
}; };
} }
@@ -73,6 +73,9 @@ public class ApplicationUser : IdentityUser
// Passkey enrollment prompt // Passkey enrollment prompt
public bool PasskeyPromptDismissed { get; set; } = false; public bool PasskeyPromptDismissed { get; set; } = false;
/// <summary>BCrypt hash of the employee's 4-digit kiosk PIN. Null means kiosk timeclock is disabled for this user.</summary>
public string? KioskPin { get; set; }
// Ban // Ban
public bool IsBanned { get; set; } = false; public bool IsBanned { get; set; } = false;
public DateTime? BannedAt { get; set; } public DateTime? BannedAt { get; set; }
@@ -133,6 +133,15 @@ public class Company : BaseEntity
/// </summary> /// </summary>
public string? KioskActivationToken { get; set; } public string? KioskActivationToken { get; set; }
/// <summary>Timeclock feature enabled for this company. When false, the nav link, dashboard, and reports are hidden.</summary>
public bool TimeclockEnabled { get; set; } = true;
/// <summary>When true, employees can clock in/out multiple times per day (lunch breaks, etc.). When false, only one in/out pair is allowed per day.</summary>
public bool TimeclockAllowMultiplePunchesPerDay { get; set; } = true;
/// <summary>If set, any open clock entry older than this many hours is automatically closed on the next clock-in. Null = no auto clock-out.</summary>
public int? TimeclockAutoClockOutHours { get; set; }
// Navigation Properties // Navigation Properties
public virtual ICollection<ApplicationUser> Users { get; set; } = new List<ApplicationUser>(); public virtual ICollection<ApplicationUser> Users { get; set; } = new List<ApplicationUser>();
public virtual ICollection<Customer> Customers { get; set; } = new List<Customer>(); public virtual ICollection<Customer> Customers { get; set; } = new List<Customer>();
@@ -0,0 +1,53 @@
namespace PowderCoating.Core.Entities;
/// <summary>
/// A per-company reusable pricing formula template. Users define named input fields and an
/// NCalc expression that produces either a fixed dollar amount (FixedRate) or a surface area
/// in square feet (SurfaceAreaSqFt) that feeds the standard coatings pricing path.
/// </summary>
public class CustomItemTemplate : BaseEntity
{
public string Name { get; set; } = string.Empty;
public string? Description { get; set; }
/// <summary>"FixedRate" or "SurfaceAreaSqFt" — controls which pricing path is used after evaluation.</summary>
public string OutputMode { get; set; } = "FixedRate";
/// <summary>JSON array of field definitions: [{name, label, unit, defaultValue}]</summary>
public string FieldsJson { get; set; } = "[]";
/// <summary>NCalc expression using field name slugs and the reserved variable 'rate'.</summary>
public string Formula { get; set; } = string.Empty;
/// <summary>Default rate value populated into the quote wizard; user can override per quote.</summary>
public decimal? DefaultRate { get; set; }
/// <summary>Display label for the rate field, e.g. "$/sq in" or "$/lb".</summary>
public string? RateLabel { get; set; }
public string? Notes { get; set; }
public int DisplayOrder { get; set; }
public bool IsActive { get; set; } = true;
/// <summary>
/// Optional reference diagram (shop drawing, sketch) stored in blob storage.
/// Shown in the template editor and quote wizard so users know which measurements to take.
/// Path format: {companyId}/{templateId}/diagram.{ext}
/// </summary>
public string? DiagramImagePath { get; set; }
// ── Community library tracking ─────────────────────────────────────────
/// <summary>
/// Set when this template was imported from the community library.
/// Null for originally created templates.
/// </summary>
public int? SourceFormulaLibraryItemId { get; set; }
public virtual FormulaLibraryItem? SourceFormulaLibraryItem { get; set; }
/// <summary>
/// True once the user edits an imported template. Only modified imports (and original
/// creations) are eligible to be shared back to the community library.
/// </summary>
public bool IsModifiedFromSource { get; set; }
}
@@ -0,0 +1,32 @@
using PowderCoating.Core.Enums;
namespace PowderCoating.Core.Entities;
/// <summary>
/// Facility-level clock-in/clock-out record for an employee.
/// Tracks when an employee arrives and leaves the facility — separate from JobTimeEntry which tracks
/// hours against a specific job. Multiple entries per day are fully supported (lunch breaks, etc.).
/// The only enforced constraint: a user may not have more than one open entry (ClockOutTime == null) at a time.
/// </summary>
public class EmployeeClockEntry : BaseEntity
{
public string UserId { get; set; } = string.Empty;
public DateTime ClockInTime { get; set; }
/// <summary>Null means the employee is currently clocked in.</summary>
public DateTime? ClockOutTime { get; set; }
/// <summary>Stored at clock-out time: (ClockOutTime - ClockInTime) in hours, rounded to 2 decimal places.</summary>
public decimal? HoursWorked { get; set; }
/// <summary>
/// Whether this segment is regular work time, a break, or a lunch period.
/// Only <see cref="ClockEntryType.Work"/> entries count toward paid-hours totals.
/// </summary>
public ClockEntryType EntryType { get; set; } = ClockEntryType.Work;
public string? Notes { get; set; }
public virtual ApplicationUser User { get; set; } = null!;
}
@@ -0,0 +1,19 @@
namespace PowderCoating.Core.Entities;
/// <summary>
/// Records that a company imported a specific FormulaLibraryItem into their local template library.
/// Tenant-scoped via BaseEntity.CompanyId. One row per (company, library item) — re-importing the
/// same item overwrites the existing row rather than creating a duplicate.
/// </summary>
public class FormulaLibraryImport : BaseEntity
{
public int FormulaLibraryItemId { get; set; }
public virtual FormulaLibraryItem FormulaLibraryItem { get; set; } = null!;
public string ImportedByUserId { get; set; } = string.Empty;
public DateTime ImportedAt { get; set; } = DateTime.UtcNow;
/// <summary>The CustomItemTemplate row created in this company's local library on import.</summary>
public int ResultingCustomItemTemplateId { get; set; }
public virtual CustomItemTemplate ResultingCustomItemTemplate { get; set; } = null!;
}
@@ -0,0 +1,70 @@
namespace PowderCoating.Core.Entities;
/// <summary>
/// Platform-level community library entry for a shared custom formula template.
/// Not tenant-scoped — no BaseEntity, no CompanyId, no soft delete.
/// Shared voluntarily by the originating company; imported as independent copies by others.
/// </summary>
public class FormulaLibraryItem
{
public int Id { get; set; }
// ── Formula content (copied from CustomItemTemplate at share time) ─────
public string Name { get; set; } = string.Empty;
public string? Description { get; set; }
/// <summary>"FixedRate" or "SurfaceAreaSqFt" — mirrors CustomItemTemplate.OutputMode.</summary>
public string OutputMode { get; set; } = "FixedRate";
/// <summary>JSON array of field definitions: [{name, label, unit, defaultValue}]</summary>
public string FieldsJson { get; set; } = "[]";
/// <summary>NCalc expression using field name slugs and the reserved variable 'rate'.</summary>
public string Formula { get; set; } = string.Empty;
public decimal? DefaultRate { get; set; }
public string? RateLabel { get; set; }
public string? Notes { get; set; }
/// <summary>
/// Blob path referencing the source template's diagram image.
/// Nulled out (here and on all imports) if the source template's diagram is removed.
/// </summary>
public string? DiagramImagePath { get; set; }
// ── Attribution ────────────────────────────────────────────────────────
/// <summary>Comma-separated community tags, e.g. "HVAC,Sheet Metal".</summary>
public string? Tags { get; set; }
/// <summary>Optional industry hint shown on the browse card, e.g. "HVAC", "Automotive".</summary>
public string? IndustryHint { get; set; }
/// <summary>Id of the CustomItemTemplate this was shared from.</summary>
public int SourceCustomItemTemplateId { get; set; }
public int SourceCompanyId { get; set; }
/// <summary>Denormalized company name so it renders without a join when the company is gone.</summary>
public string SourceCompanyName { get; set; } = string.Empty;
/// <summary>
/// When non-null, this entry was derived from an imported formula that was subsequently
/// modified. Points to the original library entry. Shown as "Inspired by..." on the browse card.
/// </summary>
public int? InspiredByFormulaLibraryItemId { get; set; }
public virtual FormulaLibraryItem? InspiredBy { get; set; }
public string SharedByUserId { get; set; } = string.Empty;
public DateTime SharedAt { get; set; } = DateTime.UtcNow;
/// <summary>False when the creator has removed it from the community library.</summary>
public bool IsPublished { get; set; } = true;
/// <summary>Running count of how many companies have imported this entry.</summary>
public int ImportCount { get; set; }
public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
public DateTime? UpdatedAt { get; set; }
}
@@ -0,0 +1,24 @@
namespace PowderCoating.Core.Entities;
/// <summary>
/// One thumbs-up or thumbs-down vote per company per library formula.
/// Platform-level — no BaseEntity, no soft delete, no CompanyId tenant filter.
/// Unique constraint enforced at the DB level: (FormulaLibraryItemId, CompanyId).
/// </summary>
public class FormulaLibraryRating
{
public int Id { get; set; }
public int FormulaLibraryItemId { get; set; }
/// <summary>The company casting the vote.</summary>
public int CompanyId { get; set; }
/// <summary>True = thumbs up, false = thumbs down.</summary>
public bool IsPositive { get; set; }
public DateTime RatedAt { get; set; } = DateTime.UtcNow;
// Navigation
public virtual FormulaLibraryItem FormulaLibraryItem { get; set; } = null!;
}
@@ -48,6 +48,7 @@ public class Invoice : BaseEntity
public string? InternalNotes { get; set; } public string? InternalNotes { get; set; }
public string? Terms { get; set; } public string? Terms { get; set; }
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
/// <summary> /// <summary>
/// Early payment discount percentage (e.g., 2 means 2% discount). /// Early payment discount percentage (e.g., 2 means 2% discount).
+1
View File
@@ -47,6 +47,7 @@ public class Job : BaseEntity
// Additional Information // Additional Information
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? SpecialInstructions { get; set; } public string? SpecialInstructions { get; set; }
public string? InternalNotes { get; set; } // Internal notes from quote public string? InternalNotes { get; set; } // Internal notes from quote
public string? Tags { get; set; } public string? Tags { get; set; }
@@ -52,6 +52,14 @@ public class JobItem : BaseEntity
public int? AiPredictionId { get; set; } public int? AiPredictionId { get; set; }
public virtual AiItemPrediction? AiPrediction { get; set; } public virtual AiItemPrediction? AiPrediction { get; set; }
// Custom formula item — see IsCustomFormulaItem routing in PricingCalculationService
public bool IsCustomFormulaItem { get; set; }
public int? CustomItemTemplateId { get; set; }
public virtual CustomItemTemplate? CustomItemTemplate { get; set; }
/// <summary>Snapshot of field name/value pairs used in the formula, stored as JSON for display on details views.</summary>
public string? FormulaFieldValuesJson { get; set; }
// Relationships // Relationships
public virtual Job Job { get; set; } = null!; public virtual Job Job { get; set; } = null!;
public virtual CatalogItem? CatalogItem { get; set; } public virtual CatalogItem? CatalogItem { get; set; }
+1
View File
@@ -88,6 +88,7 @@ public class Quote : BaseEntity
public string? Terms { get; set; } public string? Terms { get; set; }
public string? Notes { get; set; } public string? Notes { get; set; }
public string? CustomerPO { get; set; } public string? CustomerPO { get; set; }
public string? ProjectName { get; set; }
public string? Tags { get; set; } public string? Tags { get; set; }
// Conversion tracking // Conversion tracking
@@ -56,6 +56,14 @@ public class QuoteItem : BaseEntity
public int? AiPredictionId { get; set; } public int? AiPredictionId { get; set; }
public virtual AiItemPrediction? AiPrediction { get; set; } public virtual AiItemPrediction? AiPrediction { get; set; }
// Custom formula item — see IsCustomFormulaItem routing in PricingCalculationService
public bool IsCustomFormulaItem { get; set; }
public int? CustomItemTemplateId { get; set; }
public virtual CustomItemTemplate? CustomItemTemplate { get; set; }
/// <summary>Snapshot of field name/value pairs used in the formula, stored as JSON for display on details views.</summary>
public string? FormulaFieldValuesJson { get; set; }
// Relationships // Relationships
public virtual Quote Quote { get; set; } = null!; public virtual Quote Quote { get; set; } = null!;
public virtual CatalogItem? CatalogItem { get; set; } public virtual CatalogItem? CatalogItem { get; set; }
@@ -15,6 +15,13 @@ public class QuoteItemCoat : BaseEntity
// Powder selection (same pattern as current QuoteItem) // Powder selection (same pattern as current QuoteItem)
public int? InventoryItemId { get; set; } // In-stock powder public int? InventoryItemId { get; set; } // In-stock powder
/// <summary>
/// Platform powder catalog item that this coat was sourced from.
/// Persisted so that at quote-approval time the system can create exactly one
/// IsIncoming InventoryItem per unique catalog powder (deduplication), rather
/// than creating during quote-save when the job may never be approved.
/// </summary>
public int? PowderCatalogItemId { get; set; }
public string? ColorName { get; set; } // Color name public string? ColorName { get; set; } // Color name
public int? VendorId { get; set; } // Vendor for custom powder public int? VendorId { get; set; } // Vendor for custom powder
public string? ColorCode { get; set; } // RAL code, etc. public string? ColorCode { get; set; } // RAL code, etc.
@@ -52,6 +52,9 @@ public class SubscriptionPlanConfig : BaseEntity
/// <summary>When true, companies on this plan can send SMS notifications to customers (subject to platform kill-switch and per-company opt-in).</summary> /// <summary>When true, companies on this plan can send SMS notifications to customers (subject to platform kill-switch and per-company opt-in).</summary>
public bool AllowSms { get; set; } = false; public bool AllowSms { get; set; } = false;
/// <summary>When true, companies on this plan can create and use Custom Formula Item Templates in quotes and jobs.</summary>
public bool AllowCustomFormulas { get; set; } = false;
public bool IsActive { get; set; } = true; public bool IsActive { get; set; } = true;
public int SortOrder { get; set; } public int SortOrder { get; set; }
} }
@@ -0,0 +1,22 @@
namespace PowderCoating.Core.Entities;
/// <summary>
/// Represents an activated shop-floor kiosk tablet for the timeclock.
/// One row per device; multiple rows per company are supported so shops can have
/// tablets at multiple entry points. The <see cref="Token"/> is stored in a
/// device-specific cookie and validated on every kiosk request.
/// </summary>
public class TimeclockKioskDevice : BaseEntity
{
/// <summary>Human-readable label for this device (e.g. "Front Entrance Tablet").</summary>
public string? DeviceName { get; set; }
/// <summary>Cryptographically random token written to the device cookie on activation. Revoke by deleting this row.</summary>
public string Token { get; set; } = string.Empty;
/// <summary>UTC timestamp when a manager activated this device.</summary>
public DateTime ActivatedAt { get; set; }
/// <summary>UTC timestamp of the most recent kiosk request from this device; null if never used after activation.</summary>
public DateTime? LastSeenAt { get; set; }
}
@@ -0,0 +1,17 @@
namespace PowderCoating.Core.Enums;
/// <summary>
/// Labels what kind of time a <see cref="PowderCoating.Core.Entities.EmployeeClockEntry"/> represents.
/// Only <see cref="Work"/> segments count toward paid-hours totals; Break and Lunch are informational.
/// </summary>
public enum ClockEntryType
{
/// <summary>Normal productive work time (default).</summary>
Work = 0,
/// <summary>Short rest/break period — unpaid, excluded from hour totals.</summary>
Break = 1,
/// <summary>Meal/lunch period — unpaid, excluded from hour totals.</summary>
Lunch = 2
}
@@ -155,6 +155,18 @@ IRepository<ReworkRecord> ReworkRecords { get; }
// Customer Intake Kiosk // Customer Intake Kiosk
IRepository<KioskSession> KioskSessions { get; } IRepository<KioskSession> KioskSessions { get; }
// Custom Formula Templates
IRepository<CustomItemTemplate> CustomItemTemplates { get; }
// Formula Community Library
IPlainRepository<FormulaLibraryItem> FormulaLibrary { get; }
IRepository<FormulaLibraryImport> FormulaLibraryImports { get; }
IPlainRepository<FormulaLibraryRating> FormulaLibraryRatings { get; }
// Employee Timeclock
IRepository<EmployeeClockEntry> EmployeeClockEntries { get; }
IRepository<TimeclockKioskDevice> TimeclockKioskDevices { get; }
Task<int> SaveChangesAsync(); Task<int> SaveChangesAsync();
Task<int> CompleteAsync(); // Alias for SaveChangesAsync Task<int> CompleteAsync(); // Alias for SaveChangesAsync
@@ -289,6 +289,15 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
/// </summary> /// </summary>
public DbSet<PowderCatalogItem> PowderCatalogItems { get; set; } public DbSet<PowderCatalogItem> PowderCatalogItems { get; set; }
/// <summary>Community library of shared formula templates. Platform-level, no tenant filter.</summary>
public DbSet<FormulaLibraryItem> FormulaLibraryItems { get; set; }
/// <summary>Per-company record of which community library formulas a company has imported.</summary>
public DbSet<FormulaLibraryImport> FormulaLibraryImports { get; set; }
/// <summary>Per-company thumbs-up / thumbs-down vote on community library formulas.</summary>
public DbSet<FormulaLibraryRating> FormulaLibraryRatings { get; set; }
/// <summary>User-submitted bug reports; tenant-filtered with soft delete.</summary> /// <summary>User-submitted bug reports; tenant-filtered with soft delete.</summary>
public DbSet<BugReport> BugReports { get; set; } public DbSet<BugReport> BugReports { get; set; }
/// <summary>File attachments for bug reports; soft-delete only (no tenant filter — access controlled via parent BugReport).</summary> /// <summary>File attachments for bug reports; soft-delete only (no tenant filter — access controlled via parent BugReport).</summary>
@@ -374,6 +383,17 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
/// <summary>Customer self-service intake sessions (walk-in tablet or remote email link); tenant-filtered with soft delete.</summary> /// <summary>Customer self-service intake sessions (walk-in tablet or remote email link); tenant-filtered with soft delete.</summary>
public DbSet<KioskSession> KioskSessions { get; set; } public DbSet<KioskSession> KioskSessions { get; set; }
// Custom Formula Templates
/// <summary>Per-company reusable NCalc pricing formula templates; tenant-filtered with soft delete.</summary>
public DbSet<CustomItemTemplate> CustomItemTemplates { get; set; }
// Employee Timeclock
/// <summary>Facility-level clock-in/clock-out entries per employee; tenant-filtered with soft delete. Multiple entries per day are supported (lunch breaks, etc.).</summary>
public DbSet<EmployeeClockEntry> EmployeeClockEntries { get; set; }
/// <summary>One row per activated kiosk tablet per company. Token stored in device cookie; delete row to revoke a device.</summary>
public DbSet<TimeclockKioskDevice> TimeclockKioskDevices { get; set; }
/// <summary> /// <summary>
/// Platform-wide audit log capturing who changed what and when, across all tenants. /// Platform-wide audit log capturing who changed what and when, across all tenants.
/// No global query filter — SuperAdmin controllers query this directly. /// No global query filter — SuperAdmin controllers query this directly.
@@ -767,6 +787,32 @@ modelBuilder.Entity<ReworkRecord>().HasQueryFilter(e =>
.HasForeignKey(k => k.LinkedJobId) .HasForeignKey(k => k.LinkedJobId)
.OnDelete(DeleteBehavior.SetNull); .OnDelete(DeleteBehavior.SetNull);
// Custom Formula Templates — tenant-filtered + soft delete
modelBuilder.Entity<CustomItemTemplate>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
// Employee Timeclock — tenant-filtered + soft delete
modelBuilder.Entity<EmployeeClockEntry>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
// FK to ApplicationUser: Restrict delete so removing a user doesn't erase attendance history.
// Use DeleteBehavior.Restrict rather than NoAction to surface a cleaner error in EF.
modelBuilder.Entity<EmployeeClockEntry>()
.HasOne(c => c.User)
.WithMany()
.HasForeignKey(c => c.UserId)
.OnDelete(DeleteBehavior.Restrict);
// Composite index for "who's clocked in today" and date-range attendance reports
modelBuilder.Entity<EmployeeClockEntry>()
.HasIndex(c => new { c.CompanyId, c.ClockInTime });
// Timeclock kiosk devices — one row per activated tablet per company
modelBuilder.Entity<TimeclockKioskDevice>().HasQueryFilter(d =>
!d.IsDeleted && (IsPlatformAdmin || d.CompanyId == CurrentCompanyId));
modelBuilder.Entity<TimeclockKioskDevice>()
.HasIndex(d => d.Token).IsUnique();
modelBuilder.Entity<TimeclockKioskDevice>()
.HasIndex(d => d.CompanyId);
// Account self-referencing hierarchy // Account self-referencing hierarchy
modelBuilder.Entity<Account>() modelBuilder.Entity<Account>()
.HasOne(a => a.ParentAccount) .HasOne(a => a.ParentAccount)
@@ -2037,6 +2083,61 @@ modelBuilder.Entity<Job>()
.HasIndex(c => new { c.CompanyId, c.MemoNumber }) .HasIndex(c => new { c.CompanyId, c.MemoNumber })
.IsUnique() .IsUnique()
.HasDatabaseName("IX_CreditMemos_CompanyId_MemoNumber"); .HasDatabaseName("IX_CreditMemos_CompanyId_MemoNumber");
// FormulaLibraryItem — platform-level, no tenant filter, no soft delete
// Self-referential "Inspired by" FK uses NoAction; cascade nullification handled in service.
modelBuilder.Entity<FormulaLibraryItem>()
.HasOne(f => f.InspiredBy)
.WithMany()
.HasForeignKey(f => f.InspiredByFormulaLibraryItemId)
.IsRequired(false)
.OnDelete(DeleteBehavior.NoAction);
modelBuilder.Entity<FormulaLibraryItem>()
.HasIndex(f => f.SourceCompanyId)
.HasDatabaseName("IX_FormulaLibraryItems_SourceCompanyId");
modelBuilder.Entity<FormulaLibraryItem>()
.HasIndex(f => f.IsPublished)
.HasDatabaseName("IX_FormulaLibraryItems_IsPublished");
// FormulaLibraryImport — tenant-scoped; unique per (CompanyId, FormulaLibraryItemId)
modelBuilder.Entity<FormulaLibraryImport>()
.HasOne(i => i.FormulaLibraryItem)
.WithMany()
.HasForeignKey(i => i.FormulaLibraryItemId)
.OnDelete(DeleteBehavior.Restrict);
modelBuilder.Entity<FormulaLibraryImport>()
.HasOne(i => i.ResultingCustomItemTemplate)
.WithMany()
.HasForeignKey(i => i.ResultingCustomItemTemplateId)
.OnDelete(DeleteBehavior.Restrict);
modelBuilder.Entity<FormulaLibraryImport>()
.HasIndex(i => new { i.CompanyId, i.FormulaLibraryItemId })
.IsUnique()
.HasDatabaseName("IX_FormulaLibraryImports_Company_Item");
// FormulaLibraryRating — platform-level; one vote per company per formula
modelBuilder.Entity<FormulaLibraryRating>()
.HasOne(r => r.FormulaLibraryItem)
.WithMany()
.HasForeignKey(r => r.FormulaLibraryItemId)
.OnDelete(DeleteBehavior.Cascade);
modelBuilder.Entity<FormulaLibraryRating>()
.HasIndex(r => new { r.FormulaLibraryItemId, r.CompanyId })
.IsUnique()
.HasDatabaseName("IX_FormulaLibraryRatings_Item_Company");
// CustomItemTemplate → FormulaLibraryItem (nullable; only set on imported templates)
modelBuilder.Entity<CustomItemTemplate>()
.HasOne(t => t.SourceFormulaLibraryItem)
.WithMany()
.HasForeignKey(t => t.SourceFormulaLibraryItemId)
.IsRequired(false)
.OnDelete(DeleteBehavior.SetNull);
} }
/// <summary> /// <summary>
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,197 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddCustomItemTemplates : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<int>(
name: "CustomItemTemplateId",
table: "QuoteItems",
type: "int",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "FormulaFieldValuesJson",
table: "QuoteItems",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<bool>(
name: "IsCustomFormulaItem",
table: "QuoteItems",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.AddColumn<int>(
name: "CustomItemTemplateId",
table: "JobItems",
type: "int",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "FormulaFieldValuesJson",
table: "JobItems",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<bool>(
name: "IsCustomFormulaItem",
table: "JobItems",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.CreateTable(
name: "CustomItemTemplates",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
Description = table.Column<string>(type: "nvarchar(max)", nullable: true),
OutputMode = table.Column<string>(type: "nvarchar(max)", nullable: false),
FieldsJson = table.Column<string>(type: "nvarchar(max)", nullable: false),
Formula = table.Column<string>(type: "nvarchar(max)", nullable: false),
DefaultRate = table.Column<decimal>(type: "decimal(18,2)", nullable: true),
RateLabel = table.Column<string>(type: "nvarchar(max)", nullable: true),
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
DisplayOrder = table.Column<int>(type: "int", nullable: false),
IsActive = table.Column<bool>(type: "bit", nullable: false),
DiagramImagePath = table.Column<string>(type: "nvarchar(max)", nullable: true),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_CustomItemTemplates", x => x.Id);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9869));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9876));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 15, 30, 51, 760, DateTimeKind.Utc).AddTicks(9878));
migrationBuilder.CreateIndex(
name: "IX_QuoteItems_CustomItemTemplateId",
table: "QuoteItems",
column: "CustomItemTemplateId");
migrationBuilder.CreateIndex(
name: "IX_JobItems_CustomItemTemplateId",
table: "JobItems",
column: "CustomItemTemplateId");
migrationBuilder.AddForeignKey(
name: "FK_JobItems_CustomItemTemplates_CustomItemTemplateId",
table: "JobItems",
column: "CustomItemTemplateId",
principalTable: "CustomItemTemplates",
principalColumn: "Id");
migrationBuilder.AddForeignKey(
name: "FK_QuoteItems_CustomItemTemplates_CustomItemTemplateId",
table: "QuoteItems",
column: "CustomItemTemplateId",
principalTable: "CustomItemTemplates",
principalColumn: "Id");
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropForeignKey(
name: "FK_JobItems_CustomItemTemplates_CustomItemTemplateId",
table: "JobItems");
migrationBuilder.DropForeignKey(
name: "FK_QuoteItems_CustomItemTemplates_CustomItemTemplateId",
table: "QuoteItems");
migrationBuilder.DropTable(
name: "CustomItemTemplates");
migrationBuilder.DropIndex(
name: "IX_QuoteItems_CustomItemTemplateId",
table: "QuoteItems");
migrationBuilder.DropIndex(
name: "IX_JobItems_CustomItemTemplateId",
table: "JobItems");
migrationBuilder.DropColumn(
name: "CustomItemTemplateId",
table: "QuoteItems");
migrationBuilder.DropColumn(
name: "FormulaFieldValuesJson",
table: "QuoteItems");
migrationBuilder.DropColumn(
name: "IsCustomFormulaItem",
table: "QuoteItems");
migrationBuilder.DropColumn(
name: "CustomItemTemplateId",
table: "JobItems");
migrationBuilder.DropColumn(
name: "FormulaFieldValuesJson",
table: "JobItems");
migrationBuilder.DropColumn(
name: "IsCustomFormulaItem",
table: "JobItems");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4300));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4313));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 23, 13, 51, 6, 293, DateTimeKind.Utc).AddTicks(4315));
}
}
}
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using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddAllowCustomFormulas : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<bool>(
name: "AllowCustomFormulas",
table: "SubscriptionPlanConfigs",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 25, 16, 55, 17, 422, DateTimeKind.Utc).AddTicks(8290));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 25, 16, 55, 17, 422, DateTimeKind.Utc).AddTicks(8297));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 25, 16, 55, 17, 422, DateTimeKind.Utc).AddTicks(8298));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "AllowCustomFormulas",
table: "SubscriptionPlanConfigs");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 24, 14, 36, 3, 317, DateTimeKind.Utc).AddTicks(8197));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 24, 14, 36, 3, 317, DateTimeKind.Utc).AddTicks(8203));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 24, 14, 36, 3, 317, DateTimeKind.Utc).AddTicks(8204));
}
}
}
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using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddEmployeeTimeclock : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "KioskPin",
table: "AspNetUsers",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.CreateTable(
name: "EmployeeClockEntries",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
UserId = table.Column<string>(type: "nvarchar(450)", nullable: false),
ClockInTime = table.Column<DateTime>(type: "datetime2", nullable: false),
ClockOutTime = table.Column<DateTime>(type: "datetime2", nullable: true),
HoursWorked = table.Column<decimal>(type: "decimal(18,2)", nullable: true),
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_EmployeeClockEntries", x => x.Id);
table.ForeignKey(
name: "FK_EmployeeClockEntries_AspNetUsers_UserId",
column: x => x.UserId,
principalTable: "AspNetUsers",
principalColumn: "Id",
onDelete: ReferentialAction.Restrict);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 0, 58, 898, DateTimeKind.Utc).AddTicks(1387));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 0, 58, 898, DateTimeKind.Utc).AddTicks(1395));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 0, 58, 898, DateTimeKind.Utc).AddTicks(1397));
migrationBuilder.CreateIndex(
name: "IX_EmployeeClockEntries_CompanyId_ClockInTime",
table: "EmployeeClockEntries",
columns: new[] { "CompanyId", "ClockInTime" });
migrationBuilder.CreateIndex(
name: "IX_EmployeeClockEntries_UserId",
table: "EmployeeClockEntries",
column: "UserId");
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropTable(
name: "EmployeeClockEntries");
migrationBuilder.DropColumn(
name: "KioskPin",
table: "AspNetUsers");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 25, 16, 55, 17, 422, DateTimeKind.Utc).AddTicks(8290));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 25, 16, 55, 17, 422, DateTimeKind.Utc).AddTicks(8297));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 25, 16, 55, 17, 422, DateTimeKind.Utc).AddTicks(8298));
}
}
}
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using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddTimeclockKioskToken : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "TimeclockKioskToken",
table: "Companies",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 10, 37, 196, DateTimeKind.Utc).AddTicks(4791));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 10, 37, 196, DateTimeKind.Utc).AddTicks(4801));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 10, 37, 196, DateTimeKind.Utc).AddTicks(4803));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "TimeclockKioskToken",
table: "Companies");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 0, 58, 898, DateTimeKind.Utc).AddTicks(1387));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 0, 58, 898, DateTimeKind.Utc).AddTicks(1395));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 0, 58, 898, DateTimeKind.Utc).AddTicks(1397));
}
}
}
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using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddTimeclockSettings : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "TimeclockKioskToken",
table: "Companies");
migrationBuilder.AddColumn<bool>(
name: "TimeclockAllowMultiplePunchesPerDay",
table: "Companies",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.AddColumn<int>(
name: "TimeclockAutoClockOutHours",
table: "Companies",
type: "int",
nullable: true);
migrationBuilder.AddColumn<bool>(
name: "TimeclockEnabled",
table: "Companies",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.CreateTable(
name: "TimeclockKioskDevices",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
DeviceName = table.Column<string>(type: "nvarchar(max)", nullable: true),
Token = table.Column<string>(type: "nvarchar(450)", nullable: false),
ActivatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
LastSeenAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_TimeclockKioskDevices", x => x.Id);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 4, 18, 51, 784, DateTimeKind.Utc).AddTicks(3772));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 4, 18, 51, 784, DateTimeKind.Utc).AddTicks(3777));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 4, 18, 51, 784, DateTimeKind.Utc).AddTicks(3779));
migrationBuilder.CreateIndex(
name: "IX_TimeclockKioskDevices_CompanyId",
table: "TimeclockKioskDevices",
column: "CompanyId");
migrationBuilder.CreateIndex(
name: "IX_TimeclockKioskDevices_Token",
table: "TimeclockKioskDevices",
column: "Token",
unique: true);
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropTable(
name: "TimeclockKioskDevices");
migrationBuilder.DropColumn(
name: "TimeclockAllowMultiplePunchesPerDay",
table: "Companies");
migrationBuilder.DropColumn(
name: "TimeclockAutoClockOutHours",
table: "Companies");
migrationBuilder.DropColumn(
name: "TimeclockEnabled",
table: "Companies");
migrationBuilder.AddColumn<string>(
name: "TimeclockKioskToken",
table: "Companies",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 10, 37, 196, DateTimeKind.Utc).AddTicks(4791));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 10, 37, 196, DateTimeKind.Utc).AddTicks(4801));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 26, 22, 10, 37, 196, DateTimeKind.Utc).AddTicks(4803));
}
}
}
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using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddClockEntryType : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<int>(
name: "EntryType",
table: "EmployeeClockEntries",
type: "int",
nullable: false,
defaultValue: 0);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 12, 41, 26, 605, DateTimeKind.Utc).AddTicks(3040));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 12, 41, 26, 605, DateTimeKind.Utc).AddTicks(3052));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 12, 41, 26, 605, DateTimeKind.Utc).AddTicks(3054));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "EntryType",
table: "EmployeeClockEntries");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 4, 18, 51, 784, DateTimeKind.Utc).AddTicks(3772));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 4, 18, 51, 784, DateTimeKind.Utc).AddTicks(3777));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 4, 18, 51, 784, DateTimeKind.Utc).AddTicks(3779));
}
}
}
@@ -0,0 +1,71 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddPowderCatalogItemIdToCoat : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<int>(
name: "PowderCatalogItemId",
table: "QuoteItemCoats",
type: "int",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8956));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8962));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8964));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "PowderCatalogItemId",
table: "QuoteItemCoats");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 12, 41, 26, 605, DateTimeKind.Utc).AddTicks(3040));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 12, 41, 26, 605, DateTimeKind.Utc).AddTicks(3052));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 12, 41, 26, 605, DateTimeKind.Utc).AddTicks(3054));
}
}
}
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using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddFormulaLibrary : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<bool>(
name: "IsModifiedFromSource",
table: "CustomItemTemplates",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.AddColumn<int>(
name: "SourceFormulaLibraryItemId",
table: "CustomItemTemplates",
type: "int",
nullable: true);
migrationBuilder.CreateTable(
name: "FormulaLibraryItems",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
Name = table.Column<string>(type: "nvarchar(max)", nullable: false),
Description = table.Column<string>(type: "nvarchar(max)", nullable: true),
OutputMode = table.Column<string>(type: "nvarchar(max)", nullable: false),
FieldsJson = table.Column<string>(type: "nvarchar(max)", nullable: false),
Formula = table.Column<string>(type: "nvarchar(max)", nullable: false),
DefaultRate = table.Column<decimal>(type: "decimal(18,2)", nullable: true),
RateLabel = table.Column<string>(type: "nvarchar(max)", nullable: true),
Notes = table.Column<string>(type: "nvarchar(max)", nullable: true),
DiagramImagePath = table.Column<string>(type: "nvarchar(max)", nullable: true),
Tags = table.Column<string>(type: "nvarchar(max)", nullable: true),
IndustryHint = table.Column<string>(type: "nvarchar(max)", nullable: true),
SourceCustomItemTemplateId = table.Column<int>(type: "int", nullable: false),
SourceCompanyId = table.Column<int>(type: "int", nullable: false),
SourceCompanyName = table.Column<string>(type: "nvarchar(max)", nullable: false),
InspiredByFormulaLibraryItemId = table.Column<int>(type: "int", nullable: true),
SharedByUserId = table.Column<string>(type: "nvarchar(max)", nullable: false),
SharedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
IsPublished = table.Column<bool>(type: "bit", nullable: false),
ImportCount = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_FormulaLibraryItems", x => x.Id);
table.ForeignKey(
name: "FK_FormulaLibraryItems_FormulaLibraryItems_InspiredByFormulaLibraryItemId",
column: x => x.InspiredByFormulaLibraryItemId,
principalTable: "FormulaLibraryItems",
principalColumn: "Id");
});
migrationBuilder.CreateTable(
name: "FormulaLibraryImports",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
FormulaLibraryItemId = table.Column<int>(type: "int", nullable: false),
ImportedByUserId = table.Column<string>(type: "nvarchar(max)", nullable: false),
ImportedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
ResultingCustomItemTemplateId = table.Column<int>(type: "int", nullable: false),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_FormulaLibraryImports", x => x.Id);
table.ForeignKey(
name: "FK_FormulaLibraryImports_CustomItemTemplates_ResultingCustomItemTemplateId",
column: x => x.ResultingCustomItemTemplateId,
principalTable: "CustomItemTemplates",
principalColumn: "Id",
onDelete: ReferentialAction.Restrict);
table.ForeignKey(
name: "FK_FormulaLibraryImports_FormulaLibraryItems_FormulaLibraryItemId",
column: x => x.FormulaLibraryItemId,
principalTable: "FormulaLibraryItems",
principalColumn: "Id",
onDelete: ReferentialAction.Restrict);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3849));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3855));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3856));
migrationBuilder.CreateIndex(
name: "IX_CustomItemTemplates_SourceFormulaLibraryItemId",
table: "CustomItemTemplates",
column: "SourceFormulaLibraryItemId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryImports_Company_Item",
table: "FormulaLibraryImports",
columns: new[] { "CompanyId", "FormulaLibraryItemId" },
unique: true);
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryImports_FormulaLibraryItemId",
table: "FormulaLibraryImports",
column: "FormulaLibraryItemId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryImports_ResultingCustomItemTemplateId",
table: "FormulaLibraryImports",
column: "ResultingCustomItemTemplateId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryItems_InspiredByFormulaLibraryItemId",
table: "FormulaLibraryItems",
column: "InspiredByFormulaLibraryItemId");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryItems_IsPublished",
table: "FormulaLibraryItems",
column: "IsPublished");
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryItems_SourceCompanyId",
table: "FormulaLibraryItems",
column: "SourceCompanyId");
migrationBuilder.AddForeignKey(
name: "FK_CustomItemTemplates_FormulaLibraryItems_SourceFormulaLibraryItemId",
table: "CustomItemTemplates",
column: "SourceFormulaLibraryItemId",
principalTable: "FormulaLibraryItems",
principalColumn: "Id",
onDelete: ReferentialAction.SetNull);
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropForeignKey(
name: "FK_CustomItemTemplates_FormulaLibraryItems_SourceFormulaLibraryItemId",
table: "CustomItemTemplates");
migrationBuilder.DropTable(
name: "FormulaLibraryImports");
migrationBuilder.DropTable(
name: "FormulaLibraryItems");
migrationBuilder.DropIndex(
name: "IX_CustomItemTemplates_SourceFormulaLibraryItemId",
table: "CustomItemTemplates");
migrationBuilder.DropColumn(
name: "IsModifiedFromSource",
table: "CustomItemTemplates");
migrationBuilder.DropColumn(
name: "SourceFormulaLibraryItemId",
table: "CustomItemTemplates");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8956));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8962));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 27, 13, 46, 47, 552, DateTimeKind.Utc).AddTicks(8964));
}
}
}
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,92 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddFormulaLibraryRatings : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.CreateTable(
name: "FormulaLibraryRatings",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
FormulaLibraryItemId = table.Column<int>(type: "int", nullable: false),
CompanyId = table.Column<int>(type: "int", nullable: false),
IsPositive = table.Column<bool>(type: "bit", nullable: false),
RatedAt = table.Column<DateTime>(type: "datetime2", nullable: false)
},
constraints: table =>
{
table.PrimaryKey("PK_FormulaLibraryRatings", x => x.Id);
table.ForeignKey(
name: "FK_FormulaLibraryRatings_FormulaLibraryItems_FormulaLibraryItemId",
column: x => x.FormulaLibraryItemId,
principalTable: "FormulaLibraryItems",
principalColumn: "Id",
onDelete: ReferentialAction.Cascade);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382));
migrationBuilder.CreateIndex(
name: "IX_FormulaLibraryRatings_Item_Company",
table: "FormulaLibraryRatings",
columns: new[] { "FormulaLibraryItemId", "CompanyId" },
unique: true);
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropTable(
name: "FormulaLibraryRatings");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3849));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3855));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 28, 1, 1, 15, 582, DateTimeKind.Utc).AddTicks(3856));
}
}
}
@@ -0,0 +1,81 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddProjectNameToQuotesAndJobs : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "ProjectName",
table: "Quotes",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.AddColumn<string>(
name: "ProjectName",
table: "Jobs",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7640));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7646));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7647));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "ProjectName",
table: "Quotes");
migrationBuilder.DropColumn(
name: "ProjectName",
table: "Jobs");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382));
}
}
}
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,71 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddInvoiceProjectName : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "ProjectName",
table: "Invoices",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "ProjectName",
table: "Invoices");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7640));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7646));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7647));
}
}
}
@@ -556,6 +556,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<bool>("IsBanned") b.Property<bool>("IsBanned")
.HasColumnType("bit"); .HasColumnType("bit");
b.Property<string>("KioskPin")
.HasColumnType("nvarchar(max)");
b.Property<decimal?>("LaborCostPerHour") b.Property<decimal?>("LaborCostPerHour")
.HasColumnType("decimal(18,2)"); .HasColumnType("decimal(18,2)");
@@ -1923,6 +1926,15 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("TimeZone") b.Property<string>("TimeZone")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
b.Property<bool>("TimeclockAllowMultiplePunchesPerDay")
.HasColumnType("bit");
b.Property<int?>("TimeclockAutoClockOutHours")
.HasColumnType("int");
b.Property<bool>("TimeclockEnabled")
.HasColumnType("bit");
b.Property<DateTime?>("UpdatedAt") b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2"); .HasColumnType("datetime2");
@@ -2650,6 +2662,88 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("CreditMemoApplications"); b.ToTable("CreditMemoApplications");
}); });
modelBuilder.Entity("PowderCoating.Core.Entities.CustomItemTemplate", 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<decimal?>("DefaultRate")
.HasColumnType("decimal(18,2)");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("Description")
.HasColumnType("nvarchar(max)");
b.Property<string>("DiagramImagePath")
.HasColumnType("nvarchar(max)");
b.Property<int>("DisplayOrder")
.HasColumnType("int");
b.Property<string>("FieldsJson")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Formula")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsActive")
.HasColumnType("bit");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<bool>("IsModifiedFromSource")
.HasColumnType("bit");
b.Property<string>("Name")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Notes")
.HasColumnType("nvarchar(max)");
b.Property<string>("OutputMode")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("RateLabel")
.HasColumnType("nvarchar(max)");
b.Property<int?>("SourceFormulaLibraryItemId")
.HasColumnType("int");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("SourceFormulaLibraryItemId");
b.ToTable("CustomItemTemplates");
});
modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b => modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b =>
{ {
b.Property<int>("Id") b.Property<int>("Id")
@@ -2960,6 +3054,66 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("Deposits"); b.ToTable("Deposits");
}); });
modelBuilder.Entity("PowderCoating.Core.Entities.EmployeeClockEntry", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<DateTime>("ClockInTime")
.HasColumnType("datetime2");
b.Property<DateTime?>("ClockOutTime")
.HasColumnType("datetime2");
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<int>("EntryType")
.HasColumnType("int");
b.Property<decimal?>("HoursWorked")
.HasColumnType("decimal(18,2)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<string>("Notes")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("UserId")
.IsRequired()
.HasColumnType("nvarchar(450)");
b.HasKey("Id");
b.HasIndex("UserId");
b.HasIndex("CompanyId", "ClockInTime");
b.ToTable("EmployeeClockEntries");
});
modelBuilder.Entity("PowderCoating.Core.Entities.Equipment", b => modelBuilder.Entity("PowderCoating.Core.Entities.Equipment", b =>
{ {
b.Property<int>("Id") b.Property<int>("Id")
@@ -3291,6 +3445,183 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("FixedAssetDepreciationEntries"); b.ToTable("FixedAssetDepreciationEntries");
}); });
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryImport", 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<int>("FormulaLibraryItemId")
.HasColumnType("int");
b.Property<DateTime>("ImportedAt")
.HasColumnType("datetime2");
b.Property<string>("ImportedByUserId")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<int>("ResultingCustomItemTemplateId")
.HasColumnType("int");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("FormulaLibraryItemId");
b.HasIndex("ResultingCustomItemTemplateId");
b.HasIndex("CompanyId", "FormulaLibraryItemId")
.IsUnique()
.HasDatabaseName("IX_FormulaLibraryImports_Company_Item");
b.ToTable("FormulaLibraryImports");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryItem", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<decimal?>("DefaultRate")
.HasColumnType("decimal(18,2)");
b.Property<string>("Description")
.HasColumnType("nvarchar(max)");
b.Property<string>("DiagramImagePath")
.HasColumnType("nvarchar(max)");
b.Property<string>("FieldsJson")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Formula")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<int>("ImportCount")
.HasColumnType("int");
b.Property<string>("IndustryHint")
.HasColumnType("nvarchar(max)");
b.Property<int?>("InspiredByFormulaLibraryItemId")
.HasColumnType("int");
b.Property<bool>("IsPublished")
.HasColumnType("bit");
b.Property<string>("Name")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("Notes")
.HasColumnType("nvarchar(max)");
b.Property<string>("OutputMode")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("RateLabel")
.HasColumnType("nvarchar(max)");
b.Property<DateTime>("SharedAt")
.HasColumnType("datetime2");
b.Property<string>("SharedByUserId")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<int>("SourceCompanyId")
.HasColumnType("int");
b.Property<string>("SourceCompanyName")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<int>("SourceCustomItemTemplateId")
.HasColumnType("int");
b.Property<string>("Tags")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.HasKey("Id");
b.HasIndex("InspiredByFormulaLibraryItemId");
b.HasIndex("IsPublished")
.HasDatabaseName("IX_FormulaLibraryItems_IsPublished");
b.HasIndex("SourceCompanyId")
.HasDatabaseName("IX_FormulaLibraryItems_SourceCompanyId");
b.ToTable("FormulaLibraryItems");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryRating", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<int>("FormulaLibraryItemId")
.HasColumnType("int");
b.Property<bool>("IsPositive")
.HasColumnType("bit");
b.Property<DateTime>("RatedAt")
.HasColumnType("datetime2");
b.HasKey("Id");
b.HasIndex("FormulaLibraryItemId", "CompanyId")
.IsUnique()
.HasDatabaseName("IX_FormulaLibraryRatings_Item_Company");
b.ToTable("FormulaLibraryRatings");
});
modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b => modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
{ {
b.Property<int>("Id") b.Property<int>("Id")
@@ -3938,6 +4269,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("PreparedById") b.Property<string>("PreparedById")
.HasColumnType("nvarchar(450)"); .HasColumnType("nvarchar(450)");
b.Property<string>("ProjectName")
.HasColumnType("nvarchar(max)");
b.Property<string>("PublicViewToken") b.Property<string>("PublicViewToken")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
@@ -4229,6 +4563,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("PricingBreakdownJson") b.Property<string>("PricingBreakdownJson")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
b.Property<string>("ProjectName")
.HasColumnType("nvarchar(max)");
b.Property<int?>("QuoteId") b.Property<int?>("QuoteId")
.HasColumnType("int"); .HasColumnType("int");
@@ -4473,6 +4810,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("CreatedBy") b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
b.Property<int?>("CustomItemTemplateId")
.HasColumnType("int");
b.Property<DateTime?>("DeletedAt") b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2"); .HasColumnType("datetime2");
@@ -4489,12 +4829,18 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("Finish") b.Property<string>("Finish")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
b.Property<string>("FormulaFieldValuesJson")
.HasColumnType("nvarchar(max)");
b.Property<bool>("IncludePrepCost") b.Property<bool>("IncludePrepCost")
.HasColumnType("bit"); .HasColumnType("bit");
b.Property<bool>("IsAiItem") b.Property<bool>("IsAiItem")
.HasColumnType("bit"); .HasColumnType("bit");
b.Property<bool>("IsCustomFormulaItem")
.HasColumnType("bit");
b.Property<bool>("IsDeleted") b.Property<bool>("IsDeleted")
.HasColumnType("bit"); .HasColumnType("bit");
@@ -4558,6 +4904,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasIndex("CatalogItemId"); b.HasIndex("CatalogItemId");
b.HasIndex("CustomItemTemplateId");
b.HasIndex("JobId") b.HasIndex("JobId")
.HasDatabaseName("IX_JobItems_JobId"); .HasDatabaseName("IX_JobItems_JobId");
@@ -6711,7 +7059,7 @@ namespace PowderCoating.Infrastructure.Migrations
{ {
Id = 1, Id = 1,
CompanyId = 0, CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 24, 14, 36, 3, 317, DateTimeKind.Utc).AddTicks(8197), CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471),
Description = "Standard pricing for regular customers", Description = "Standard pricing for regular customers",
DiscountPercent = 0m, DiscountPercent = 0m,
IsActive = true, IsActive = true,
@@ -6722,7 +7070,7 @@ namespace PowderCoating.Infrastructure.Migrations
{ {
Id = 2, Id = 2,
CompanyId = 0, CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 24, 14, 36, 3, 317, DateTimeKind.Utc).AddTicks(8203), CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477),
Description = "5% discount for preferred customers", Description = "5% discount for preferred customers",
DiscountPercent = 5m, DiscountPercent = 5m,
IsActive = true, IsActive = true,
@@ -6733,7 +7081,7 @@ namespace PowderCoating.Infrastructure.Migrations
{ {
Id = 3, Id = 3,
CompanyId = 0, CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 24, 14, 36, 3, 317, DateTimeKind.Utc).AddTicks(8204), CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478),
Description = "10% discount for premium customers", Description = "10% discount for premium customers",
DiscountPercent = 10m, DiscountPercent = 10m,
IsActive = true, IsActive = true,
@@ -7043,6 +7391,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<decimal>("ProfitPercent") b.Property<decimal>("ProfitPercent")
.HasColumnType("decimal(18,2)"); .HasColumnType("decimal(18,2)");
b.Property<string>("ProjectName")
.HasColumnType("nvarchar(max)");
b.Property<string>("ProspectAddress") b.Property<string>("ProspectAddress")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
@@ -7260,6 +7611,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("CreatedBy") b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
b.Property<int?>("CustomItemTemplateId")
.HasColumnType("int");
b.Property<DateTime?>("DeletedAt") b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2"); .HasColumnType("datetime2");
@@ -7273,12 +7627,18 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<int>("EstimatedMinutes") b.Property<int>("EstimatedMinutes")
.HasColumnType("int"); .HasColumnType("int");
b.Property<string>("FormulaFieldValuesJson")
.HasColumnType("nvarchar(max)");
b.Property<bool>("IncludePrepCost") b.Property<bool>("IncludePrepCost")
.HasColumnType("bit"); .HasColumnType("bit");
b.Property<bool>("IsAiItem") b.Property<bool>("IsAiItem")
.HasColumnType("bit"); .HasColumnType("bit");
b.Property<bool>("IsCustomFormulaItem")
.HasColumnType("bit");
b.Property<bool>("IsDeleted") b.Property<bool>("IsDeleted")
.HasColumnType("bit"); .HasColumnType("bit");
@@ -7348,6 +7708,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.HasIndex("CatalogItemId"); b.HasIndex("CatalogItemId");
b.HasIndex("CustomItemTemplateId");
b.HasIndex("QuoteId") b.HasIndex("QuoteId")
.HasDatabaseName("IX_QuoteItems_QuoteId"); .HasDatabaseName("IX_QuoteItems_QuoteId");
@@ -7414,6 +7776,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("Notes") b.Property<string>("Notes")
.HasColumnType("nvarchar(max)"); .HasColumnType("nvarchar(max)");
b.Property<int?>("PowderCatalogItemId")
.HasColumnType("int");
b.Property<decimal?>("PowderCostPerLb") b.Property<decimal?>("PowderCostPerLb")
.HasColumnType("decimal(18,2)"); .HasColumnType("decimal(18,2)");
@@ -8076,6 +8441,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<bool>("AllowAiPhotoQuotes") b.Property<bool>("AllowAiPhotoQuotes")
.HasColumnType("bit"); .HasColumnType("bit");
b.Property<bool>("AllowCustomFormulas")
.HasColumnType("bit");
b.Property<bool>("AllowOnlinePayments") b.Property<bool>("AllowOnlinePayments")
.HasColumnType("bit"); .HasColumnType("bit");
@@ -8252,6 +8620,61 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("TermsAcceptances"); b.ToTable("TermsAcceptances");
}); });
modelBuilder.Entity("PowderCoating.Core.Entities.TimeclockKioskDevice", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<DateTime>("ActivatedAt")
.HasColumnType("datetime2");
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>("DeviceName")
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<DateTime?>("LastSeenAt")
.HasColumnType("datetime2");
b.Property<string>("Token")
.IsRequired()
.HasColumnType("nvarchar(450)");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("CompanyId");
b.HasIndex("Token")
.IsUnique();
b.ToTable("TimeclockKioskDevices");
});
modelBuilder.Entity("PowderCoating.Core.Entities.UserPasskey", b => modelBuilder.Entity("PowderCoating.Core.Entities.UserPasskey", b =>
{ {
b.Property<int>("Id") b.Property<int>("Id")
@@ -9034,6 +9457,16 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("Invoice"); b.Navigation("Invoice");
}); });
modelBuilder.Entity("PowderCoating.Core.Entities.CustomItemTemplate", b =>
{
b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "SourceFormulaLibraryItem")
.WithMany()
.HasForeignKey("SourceFormulaLibraryItemId")
.OnDelete(DeleteBehavior.SetNull);
b.Navigation("SourceFormulaLibraryItem");
});
modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b => modelBuilder.Entity("PowderCoating.Core.Entities.Customer", b =>
{ {
b.HasOne("PowderCoating.Core.Entities.Company", null) b.HasOne("PowderCoating.Core.Entities.Company", null)
@@ -9097,6 +9530,17 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("RecordedBy"); b.Navigation("RecordedBy");
}); });
modelBuilder.Entity("PowderCoating.Core.Entities.EmployeeClockEntry", b =>
{
b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "User")
.WithMany()
.HasForeignKey("UserId")
.OnDelete(DeleteBehavior.Restrict)
.IsRequired();
b.Navigation("User");
});
modelBuilder.Entity("PowderCoating.Core.Entities.Equipment", b => modelBuilder.Entity("PowderCoating.Core.Entities.Equipment", b =>
{ {
b.HasOne("PowderCoating.Core.Entities.Company", null) b.HasOne("PowderCoating.Core.Entities.Company", null)
@@ -9179,6 +9623,46 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("JournalEntry"); b.Navigation("JournalEntry");
}); });
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryImport", b =>
{
b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "FormulaLibraryItem")
.WithMany()
.HasForeignKey("FormulaLibraryItemId")
.OnDelete(DeleteBehavior.Restrict)
.IsRequired();
b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "ResultingCustomItemTemplate")
.WithMany()
.HasForeignKey("ResultingCustomItemTemplateId")
.OnDelete(DeleteBehavior.Restrict)
.IsRequired();
b.Navigation("FormulaLibraryItem");
b.Navigation("ResultingCustomItemTemplate");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryItem", b =>
{
b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "InspiredBy")
.WithMany()
.HasForeignKey("InspiredByFormulaLibraryItemId")
.OnDelete(DeleteBehavior.NoAction);
b.Navigation("InspiredBy");
});
modelBuilder.Entity("PowderCoating.Core.Entities.FormulaLibraryRating", b =>
{
b.HasOne("PowderCoating.Core.Entities.FormulaLibraryItem", "FormulaLibraryItem")
.WithMany()
.HasForeignKey("FormulaLibraryItemId")
.OnDelete(DeleteBehavior.Cascade)
.IsRequired();
b.Navigation("FormulaLibraryItem");
});
modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b => modelBuilder.Entity("PowderCoating.Core.Entities.GiftCertificate", b =>
{ {
b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "IssuedBy") b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "IssuedBy")
@@ -9512,6 +9996,10 @@ namespace PowderCoating.Infrastructure.Migrations
.HasForeignKey("CatalogItemId") .HasForeignKey("CatalogItemId")
.OnDelete(DeleteBehavior.SetNull); .OnDelete(DeleteBehavior.SetNull);
b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "CustomItemTemplate")
.WithMany()
.HasForeignKey("CustomItemTemplateId");
b.HasOne("PowderCoating.Core.Entities.Job", "Job") b.HasOne("PowderCoating.Core.Entities.Job", "Job")
.WithMany("JobItems") .WithMany("JobItems")
.HasForeignKey("JobId") .HasForeignKey("JobId")
@@ -9522,6 +10010,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("CatalogItem"); b.Navigation("CatalogItem");
b.Navigation("CustomItemTemplate");
b.Navigation("Job"); b.Navigation("Job");
}); });
@@ -10131,6 +10621,10 @@ namespace PowderCoating.Infrastructure.Migrations
.WithMany() .WithMany()
.HasForeignKey("CatalogItemId"); .HasForeignKey("CatalogItemId");
b.HasOne("PowderCoating.Core.Entities.CustomItemTemplate", "CustomItemTemplate")
.WithMany()
.HasForeignKey("CustomItemTemplateId");
b.HasOne("PowderCoating.Core.Entities.Quote", "Quote") b.HasOne("PowderCoating.Core.Entities.Quote", "Quote")
.WithMany("QuoteItems") .WithMany("QuoteItems")
.HasForeignKey("QuoteId") .HasForeignKey("QuoteId")
@@ -10141,6 +10635,8 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("CatalogItem"); b.Navigation("CatalogItem");
b.Navigation("CustomItemTemplate");
b.Navigation("Quote"); b.Navigation("Quote");
}); });
@@ -21,6 +21,7 @@
<PrivateAssets>all</PrivateAssets> <PrivateAssets>all</PrivateAssets>
<IncludeAssets>runtime; build; native; contentfiles; analyzers; buildtransitive</IncludeAssets> <IncludeAssets>runtime; build; native; contentfiles; analyzers; buildtransitive</IncludeAssets>
</PackageReference> </PackageReference>
<PackageReference Include="NCalc2" Version="2.1.0" />
<PackageReference Include="SendGrid" Version="9.29.3" /> <PackageReference Include="SendGrid" Version="9.29.3" />
<PackageReference Include="SixLabors.ImageSharp" Version="3.1.12" /> <PackageReference Include="SixLabors.ImageSharp" Version="3.1.12" />
<PackageReference Include="Stripe.net" Version="50.4.1" /> <PackageReference Include="Stripe.net" Version="50.4.1" />
@@ -123,6 +123,18 @@ public class UnitOfWork : IUnitOfWork
// Customer Intake Kiosk // Customer Intake Kiosk
private IRepository<KioskSession>? _kioskSessions; private IRepository<KioskSession>? _kioskSessions;
// Employee Timeclock
private IRepository<EmployeeClockEntry>? _employeeClockEntries;
private IRepository<TimeclockKioskDevice>? _timeclockKioskDevices;
// Custom Formula Templates
private IRepository<CustomItemTemplate>? _customItemTemplates;
// Formula Community Library
private IPlainRepository<FormulaLibraryItem>? _formulaLibrary;
private IRepository<FormulaLibraryImport>? _formulaLibraryImports;
private IPlainRepository<FormulaLibraryRating>? _formulaLibraryRatings;
// Purchase Orders // Purchase Orders
private IPurchaseOrderRepository? _purchaseOrders; private IPurchaseOrderRepository? _purchaseOrders;
private IRepository<PurchaseOrderItem>? _purchaseOrderItems; private IRepository<PurchaseOrderItem>? _purchaseOrderItems;
@@ -457,6 +469,30 @@ public class UnitOfWork : IUnitOfWork
public IRepository<KioskSession> KioskSessions => public IRepository<KioskSession> KioskSessions =>
_kioskSessions ??= new Repository<KioskSession>(_context); _kioskSessions ??= new Repository<KioskSession>(_context);
/// <summary>Repository for <see cref="EmployeeClockEntry"/> facility-level clock-in/clock-out records; tenant-filtered with soft delete. Multiple entries per day are fully supported.</summary>
public IRepository<EmployeeClockEntry> EmployeeClockEntries =>
_employeeClockEntries ??= new Repository<EmployeeClockEntry>(_context);
/// <summary>Repository for <see cref="TimeclockKioskDevice"/> activated tablet records; one row per device. Delete a row to revoke that device's access.</summary>
public IRepository<TimeclockKioskDevice> TimeclockKioskDevices =>
_timeclockKioskDevices ??= new Repository<TimeclockKioskDevice>(_context);
/// <summary>Repository for <see cref="CustomItemTemplate"/> per-company reusable NCalc pricing formula templates; tenant-filtered with soft delete.</summary>
public IRepository<CustomItemTemplate> CustomItemTemplates =>
_customItemTemplates ??= new Repository<CustomItemTemplate>(_context);
/// <summary>Repository for <see cref="FormulaLibraryItem"/> community library entries; platform-level, no tenant filter.</summary>
public IPlainRepository<FormulaLibraryItem> FormulaLibrary =>
_formulaLibrary ??= new PlainRepository<FormulaLibraryItem>(_context);
/// <summary>Repository for <see cref="FormulaLibraryImport"/> per-company import records; tenant-filtered with soft delete.</summary>
public IRepository<FormulaLibraryImport> FormulaLibraryImports =>
_formulaLibraryImports ??= new Repository<FormulaLibraryImport>(_context);
/// <summary>Repository for <see cref="FormulaLibraryRating"/> per-company thumbs votes; platform-level, no tenant filter.</summary>
public IPlainRepository<FormulaLibraryRating> FormulaLibraryRatings =>
_formulaLibraryRatings ??= new PlainRepository<FormulaLibraryRating>(_context);
// Job Templates // Job Templates
/// <summary>Repository for <see cref="JobTemplate"/> reusable job blueprints; tenant-filtered with soft delete.</summary> /// <summary>Repository for <see cref="JobTemplate"/> reusable job blueprints; tenant-filtered with soft delete.</summary>
public IJobTemplateRepository JobTemplates => public IJobTemplateRepository JobTemplates =>
@@ -262,6 +262,7 @@ public class CsvImportService : ICsvImportService
JobNumber = "JOB-2601-0001", JobNumber = "JOB-2601-0001",
CustomerEmail = "customer@example.com", CustomerEmail = "customer@example.com",
CustomerName = "Acme Corp (used if email is blank or not found)", CustomerName = "Acme Corp (used if email is blank or not found)",
Description = "Sample job description",
Status = "Pending", Status = "Pending",
Priority = "Normal", Priority = "Normal",
ScheduledDate = DateTime.Today.AddDays(7), ScheduledDate = DateTime.Today.AddDays(7),
@@ -269,7 +270,7 @@ public class CsvImportService : ICsvImportService
FinalPrice = 750.00m, FinalPrice = 750.00m,
CustomerPO = "PO-12345", CustomerPO = "PO-12345",
SpecialInstructions = "Handle with care", SpecialInstructions = "Handle with care",
Notes = "Sample job" Notes = "Internal notes"
}); });
csv.NextRecord(); csv.NextRecord();
@@ -388,8 +389,15 @@ public class CsvImportService : ICsvImportService
/// Imports customers from a CSV stream and persists valid rows to the database for the given company. /// Imports customers from a CSV stream and persists valid rows to the database for the given company.
/// The import uses a two-phase approach: all rows are parsed and validated first, then each validated /// The import uses a two-phase approach: all rows are parsed and validated first, then each validated
/// entity is saved individually so that a single bad row does not roll back the entire batch. /// entity is saved individually so that a single bad row does not roll back the entire batch.
/// Duplicate detection runs against both existing DB records (by email) and within the import file /// Duplicate detection uses a three-tier strategy, each tier only engaged when the previous
/// itself, catching cases where the same email appears twice in one upload. /// identifier is absent:
/// Tier 1 — email address (case-insensitive): if email is present and matches a DB record or
/// earlier batch row the row is skipped.
/// Tier 2 — name + normalised phone composite: used when email is absent. Combining name with
/// phone prevents false positives when two people share a number (e.g. a family).
/// Row is skipped on match.
/// Tier 3 — name + city/state/zip composite: used when both email and phone are absent.
/// Location data is imprecise so this emits a warning but still imports the row.
/// Pricing tiers are resolved by tier name; an unrecognised name is demoted to a warning and the /// Pricing tiers are resolved by tier name; an unrecognised name is demoted to a warning and the
/// customer is imported without a tier rather than being skipped entirely. /// customer is imported without a tier rather than being skipped entirely.
/// Contact names are split on the first space into FirstName / LastName because the CSV carries a /// Contact names are split on the first space into FirstName / LastName because the CSV carries a
@@ -418,15 +426,53 @@ public class CsvImportService : ICsvImportService
// Get all existing customers for duplicate detection // Get all existing customers for duplicate detection
var existingCustomers = await _unitOfWork.Customers.GetAllAsync(); var existingCustomers = await _unitOfWork.Customers.GetAllAsync();
// Tier 1 lookup: email → existing customer
var existingEmails = existingCustomers.Where(c => !string.IsNullOrEmpty(c.Email)) var existingEmails = existingCustomers.Where(c => !string.IsNullOrEmpty(c.Email))
.ToDictionary(c => c.Email!.ToLower(), c => c, StringComparer.OrdinalIgnoreCase); .ToDictionary(c => c.Email!.ToLower(), c => c, StringComparer.OrdinalIgnoreCase);
// Tier 2 lookup: (normalised phone + "|" + display name) → existing customer.
// Combining name with phone avoids false positives when two people share a number.
var existingByPhoneAndName = new Dictionary<string, Customer>(StringComparer.OrdinalIgnoreCase);
foreach (var c in existingCustomers)
{
var phone = NormalizePhone(c.MobilePhone) ?? NormalizePhone(c.Phone);
if (phone == null) continue;
var name = string.IsNullOrWhiteSpace(c.CompanyName)
? $"{c.ContactFirstName} {c.ContactLastName}".Trim()
: c.CompanyName;
var key = $"{phone}|{name}";
if (!existingByPhoneAndName.ContainsKey(key))
existingByPhoneAndName[key] = c;
}
// Tier 3 lookup: (display name + "|" + city + "|" + state + "|" + zip) → existing customer.
// Only populated when a customer has at least one location field so the key isn't trivially blank.
var existingByNameAndLocation = new Dictionary<string, Customer>(StringComparer.OrdinalIgnoreCase);
foreach (var c in existingCustomers)
{
if (string.IsNullOrWhiteSpace(c.City) && string.IsNullOrWhiteSpace(c.State) && string.IsNullOrWhiteSpace(c.ZipCode))
continue;
var name = string.IsNullOrWhiteSpace(c.CompanyName)
? $"{c.ContactFirstName} {c.ContactLastName}".Trim()
: c.CompanyName;
if (string.IsNullOrWhiteSpace(name)) continue;
var key = $"{name}|{c.City}|{c.State}|{c.ZipCode}";
if (!existingByNameAndLocation.ContainsKey(key))
existingByNameAndLocation[key] = c;
}
// Get pricing tiers for lookup // Get pricing tiers for lookup
var pricingTiers = await _unitOfWork.PricingTiers.GetAllAsync(); var pricingTiers = await _unitOfWork.PricingTiers.GetAllAsync();
var pricingTierDict = pricingTiers.ToDictionary(pt => pt.TierName.ToUpper(), pt => pt, StringComparer.OrdinalIgnoreCase); var pricingTierDict = pricingTiers.ToDictionary(pt => pt.TierName.ToUpper(), pt => pt, StringComparer.OrdinalIgnoreCase);
var customersToImport = new List<(int RowNumber, Customer Customer, string Email)>(); var customersToImport = new List<(int RowNumber, Customer Customer, string Email)>();
// Within-batch tracking sets (prevent duplicate detection against rows already queued)
var batchEmails = new HashSet<string>(StringComparer.OrdinalIgnoreCase);
var batchPhoneAndName = new HashSet<string>(StringComparer.OrdinalIgnoreCase);
var batchNameAndLocation = new HashSet<string>(StringComparer.OrdinalIgnoreCase);
foreach (var record in records) foreach (var record in records)
{ {
rowNumber++; rowNumber++;
@@ -434,7 +480,12 @@ public class CsvImportService : ICsvImportService
{ {
// Strip any literal quote characters that QB/Excel may wrap around field values // Strip any literal quote characters that QB/Excel may wrap around field values
var cleanCompanyName = StripQuotes(record.CompanyName); var cleanCompanyName = StripQuotes(record.CompanyName);
var cleanEmail = StripQuotes(record.Email); // Normalise to null (not empty string) — the UNIQUE index on (CompanyId, Email)
// uses HasFilter("[Email] IS NOT NULL"), so NULL is allowed for multiple rows
// but "" (empty string) is not NULL and would cause a unique-constraint violation
// on the second blank-email customer saved.
var rawEmail = StripQuotes(record.Email);
var cleanEmail = string.IsNullOrWhiteSpace(rawEmail) ? null : rawEmail;
var firstName = StripQuotes(record.ContactFirstName)?.Trim(); var firstName = StripQuotes(record.ContactFirstName)?.Trim();
var lastName = StripQuotes(record.ContactLastName)?.Trim(); var lastName = StripQuotes(record.ContactLastName)?.Trim();
@@ -451,21 +502,69 @@ public class CsvImportService : ICsvImportService
cleanCompanyName = derivedName; cleanCompanyName = derivedName;
} }
// Check for duplicate email in existing data // Canonical display name used as part of composite keys in Tiers 2 and 3
if (!string.IsNullOrEmpty(cleanEmail) && existingEmails.ContainsKey(cleanEmail.ToLower())) var displayName = string.IsNullOrWhiteSpace(cleanCompanyName)
? $"{firstName} {lastName}".Trim()
: cleanCompanyName;
// --- Tier 1: email dedup ---
// Only engaged when the row has an email address.
if (!string.IsNullOrEmpty(cleanEmail))
{
if (existingEmails.ContainsKey(cleanEmail.ToLower()))
{ {
result.Warnings.Add($"Row {rowNumber}: Customer with email '{cleanEmail}' already exists in database. Skipping."); result.Warnings.Add($"Row {rowNumber}: Customer with email '{cleanEmail}' already exists in database. Skipping.");
result.SkippedCount++; result.SkippedCount++;
continue; continue;
} }
if (batchEmails.Contains(cleanEmail))
// Check for duplicate email within the import batch
if (!string.IsNullOrEmpty(cleanEmail) && customersToImport.Any(x => x.Email.Equals(cleanEmail, StringComparison.OrdinalIgnoreCase)))
{ {
result.Warnings.Add($"Row {rowNumber}: Duplicate email '{cleanEmail}' found in import file. Skipping."); result.Warnings.Add($"Row {rowNumber}: Duplicate email '{cleanEmail}' found in import file. Skipping.");
result.SkippedCount++; result.SkippedCount++;
continue; continue;
} }
}
else
{
// --- Tier 2: name + phone composite dedup (email absent) ---
// Requiring both name and phone to match avoids false positives when two
// unrelated people happen to share a phone number (e.g. a shared office line).
var normalizedPhone = NormalizePhone(record.MobilePhone) ?? NormalizePhone(record.Phone);
if (normalizedPhone != null)
{
var phoneNameKey = $"{normalizedPhone}|{displayName}";
if (existingByPhoneAndName.TryGetValue(phoneNameKey, out var existingMatch))
{
result.Warnings.Add($"Row {rowNumber}: '{displayName}' has no email; name + phone matches existing customer '{existingMatch.CompanyName}'. Skipping.");
result.SkippedCount++;
continue;
}
if (batchPhoneAndName.Contains(phoneNameKey))
{
result.Warnings.Add($"Row {rowNumber}: '{displayName}' has no email; duplicate name + phone found in import file. Skipping.");
result.SkippedCount++;
continue;
}
}
else
{
// --- Tier 3: name + location composite warning (no email, no phone) ---
// Location data is imprecise so we warn but still import — a name + city
// collision across unrelated people is plausible enough not to hard-skip.
var city = record.City?.Trim();
var state = record.State?.Trim();
var zip = record.ZipCode?.Trim();
var hasLocation = !string.IsNullOrWhiteSpace(city) || !string.IsNullOrWhiteSpace(state) || !string.IsNullOrWhiteSpace(zip);
if (hasLocation && !string.IsNullOrWhiteSpace(displayName))
{
var locationKey = $"{displayName}|{city}|{state}|{zip}";
if (existingByNameAndLocation.ContainsKey(locationKey) || batchNameAndLocation.Contains(locationKey))
{
result.Warnings.Add($"Row {rowNumber}: '{displayName}' has no email or phone; name + location matches an existing record. Imported anyway — verify manually.");
}
}
}
}
// Resolve pricing tier // Resolve pricing tier
int? pricingTierId = null; int? pricingTierId = null;
@@ -512,6 +611,29 @@ public class CsvImportService : ICsvImportService
}; };
customersToImport.Add((rowNumber, customer, cleanEmail ?? string.Empty)); customersToImport.Add((rowNumber, customer, cleanEmail ?? string.Empty));
// Register in batch tracking so later rows are checked against this one
if (!string.IsNullOrEmpty(cleanEmail))
{
batchEmails.Add(cleanEmail);
}
else
{
var normalizedPhone = NormalizePhone(record.MobilePhone) ?? NormalizePhone(record.Phone);
if (normalizedPhone != null)
{
batchPhoneAndName.Add($"{normalizedPhone}|{displayName}");
}
else
{
var city = record.City?.Trim();
var state = record.State?.Trim();
var zip = record.ZipCode?.Trim();
var hasLocation = !string.IsNullOrWhiteSpace(city) || !string.IsNullOrWhiteSpace(state) || !string.IsNullOrWhiteSpace(zip);
if (hasLocation && !string.IsNullOrWhiteSpace(displayName))
batchNameAndLocation.Add($"{displayName}|{city}|{state}|{zip}");
}
}
} }
catch (Exception ex) catch (Exception ex)
{ {
@@ -1268,24 +1390,22 @@ public class CsvImportService : ICsvImportService
MissingFieldFound = null MissingFieldFound = null
}); });
var records = csv.GetRecords<JobImportDto>().ToList(); // Treat non-numeric values in decimal? fields (e.g. a spreadsheet "false" in FinalPrice)
result.TotalRows = records.Count; // as null rather than throwing a fatal TypeConverterException.
csv.Context.TypeConverterCache.AddConverter<decimal?>(new LenientNullableDecimalConverter());
_logger.LogInformation("Starting import of {Count} jobs for company {CompanyId}", records.Count, companyId); // Read header row first so we know field count before iterating rows.
await csv.ReadAsync();
csv.ReadHeader();
// Get all existing jobs for duplicate detection // Pre-load lookup data before streaming rows so async calls don't interleave with CSV reads.
var existingJobs = await _unitOfWork.Jobs.GetAllAsync(); var existingJobs = await _unitOfWork.Jobs.GetAllAsync();
var existingJobNumbers = existingJobs.Where(j => !string.IsNullOrEmpty(j.JobNumber)) var existingJobNumbers = existingJobs.Where(j => !string.IsNullOrEmpty(j.JobNumber))
.ToDictionary(j => j.JobNumber.ToUpper(), j => j, StringComparer.OrdinalIgnoreCase); .ToDictionary(j => j.JobNumber.ToUpper(), j => j, StringComparer.OrdinalIgnoreCase);
// Get customers for lookup — build two dictionaries so we can resolve by email
// first and fall back to company name when the customer has no email on file.
var customers = await _unitOfWork.Customers.GetAllAsync(); var customers = await _unitOfWork.Customers.GetAllAsync();
var customerByEmail = customers.Where(c => !string.IsNullOrEmpty(c.Email)) var customerByEmail = customers.Where(c => !string.IsNullOrEmpty(c.Email))
.ToDictionary(c => c.Email!.Trim().ToLower(), c => c, StringComparer.OrdinalIgnoreCase); .ToDictionary(c => c.Email!.Trim().ToLower(), c => c, StringComparer.OrdinalIgnoreCase);
// Name fallback: keyed on CompanyName (commercial) or "First Last" (non-commercial).
// TryAdd ensures that if two customers share the same name the first one wins and the
// lookup warning will prompt the user to resolve the ambiguity manually.
var customerByName = new Dictionary<string, Customer>(StringComparer.OrdinalIgnoreCase); var customerByName = new Dictionary<string, Customer>(StringComparer.OrdinalIgnoreCase);
foreach (var c in customers) foreach (var c in customers)
{ {
@@ -1296,19 +1416,42 @@ public class CsvImportService : ICsvImportService
customerByName.TryAdd(name, c); customerByName.TryAdd(name, c);
} }
// Get job statuses for lookup
var jobStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync(); var jobStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
var jobStatusDict = jobStatuses.ToDictionary(js => js.StatusCode.ToUpper(), js => js, StringComparer.OrdinalIgnoreCase); var jobStatusDict = jobStatuses.ToDictionary(js => js.StatusCode.ToUpper(), js => js, StringComparer.OrdinalIgnoreCase);
// Get job priorities for lookup
var jobPriorities = await _unitOfWork.JobPriorityLookups.GetAllAsync(); var jobPriorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
var jobPriorityDict = jobPriorities.ToDictionary(jp => jp.PriorityCode.ToUpper(), jp => jp, StringComparer.OrdinalIgnoreCase); var jobPriorityDict = jobPriorities.ToDictionary(jp => jp.PriorityCode.ToUpper(), jp => jp, StringComparer.OrdinalIgnoreCase);
var jobsToImport = new List<(int RowNumber, Job Job, string JobNumber)>(); var jobsToImport = new List<(int RowNumber, Job Job, string JobNumber)>();
foreach (var record in records) // Stream rows one at a time so a bad type conversion on a single row (e.g. "false"
// in a decimal field) is caught per-row rather than aborting the entire import.
while (await csv.ReadAsync())
{ {
rowNumber++; result.TotalRows++;
JobImportDto record;
try
{
record = csv.GetRecord<JobImportDto>()
?? throw new InvalidOperationException("Row returned null record.");
}
catch (Exception parseEx)
{
result.Errors.Add($"Row {csv.Context.Parser?.Row}: Could not parse row - {parseEx.InnerException?.Message ?? parseEx.Message}");
result.ErrorCount++;
_logger.LogWarning(parseEx, "Parse error at CSV row {Row}", csv.Context.Parser?.Row);
continue;
}
rowNumber = csv.Context.Parser?.Row ?? rowNumber + 1;
// Warn when FinalPrice was non-numeric (lenient converter returned null).
var rawFinalPrice = csv.TryGetField<string>(7, out var fpStr) ? fpStr : null;
if (!string.IsNullOrWhiteSpace(rawFinalPrice) && record.FinalPrice == null
&& !decimal.TryParse(rawFinalPrice, System.Globalization.NumberStyles.Any, System.Globalization.CultureInfo.InvariantCulture, out _))
{
result.Warnings.Add($"Row {rowNumber}: FinalPrice value '{rawFinalPrice}' could not be parsed as a number; defaulting to $0.");
}
try try
{ {
// Validate required fields // Validate required fields
@@ -1414,7 +1557,9 @@ public class CsvImportService : ICsvImportService
CustomerPO = record.CustomerPO?.Trim(), CustomerPO = record.CustomerPO?.Trim(),
SpecialInstructions = record.SpecialInstructions?.Trim(), SpecialInstructions = record.SpecialInstructions?.Trim(),
InternalNotes = record.Notes?.Trim(), InternalNotes = record.Notes?.Trim(),
Description = record.SpecialInstructions?.Trim() ?? "Imported job", Description = record.Description?.Trim()
?? record.SpecialInstructions?.Trim()
?? "Imported job",
CreatedAt = DateTime.UtcNow, CreatedAt = DateTime.UtcNow,
UpdatedAt = DateTime.UtcNow UpdatedAt = DateTime.UtcNow
}; };
@@ -2813,6 +2958,23 @@ public class CsvImportService : ICsvImportService
return trimmed; return trimmed;
} }
/// <summary>
/// Normalises a phone string to its last 10 digits for duplicate-detection comparisons.
/// Stripping to digits only means formatting differences such as (423)&nbsp;331-9834,
/// 423-331-9834, and 4233319834 all produce the same key. Returns null when the input
/// contains fewer than 7 digits — too short to be a real phone number and avoids false
/// positive matches on placeholder values like "N/A" or extension-only strings.
/// </summary>
/// <param name="phone">Raw phone string as read from the CSV, or null.</param>
/// <returns>Last 10 (or all, if fewer than 10) digits of the input; null if input is unusable.</returns>
private static string? NormalizePhone(string? phone)
{
if (string.IsNullOrWhiteSpace(phone)) return null;
var digits = new string(phone.Where(char.IsDigit).ToArray());
if (digits.Length < 7) return null;
return digits.Length >= 10 ? digits[^10..] : digits;
}
// ── Invoice Import ─────────────────────────────────────────────────────────── // ── Invoice Import ───────────────────────────────────────────────────────────
/// <summary> /// <summary>
@@ -3340,4 +3502,23 @@ public class CsvImportService : ICsvImportService
return result; return result;
} }
} }
/// <summary>
/// Returns null for any value that cannot be parsed as a decimal, instead of throwing a
/// TypeConverterException. Registered globally on the job CSV reader so that spreadsheet
/// artefacts like "false" in a price column are treated as $0 with a warning.
/// </summary>
private sealed class LenientNullableDecimalConverter : CsvHelper.TypeConversion.ITypeConverter
{
public object? ConvertFromString(string? text, CsvHelper.IReaderRow row, CsvHelper.Configuration.MemberMapData memberMapData)
{
if (string.IsNullOrWhiteSpace(text)) return null;
return decimal.TryParse(text, System.Globalization.NumberStyles.Any, System.Globalization.CultureInfo.InvariantCulture, out var v)
? (object?)v
: null;
}
public string? ConvertToString(object? value, CsvHelper.IWriterRow row, CsvHelper.Configuration.MemberMapData memberMapData)
=> value?.ToString();
}
} }
@@ -0,0 +1,247 @@
using System.Text;
using System.Text.Json;
using System.Text.RegularExpressions;
using NCalc2;
using Anthropic.SDK;
using Anthropic.SDK.Messaging;
using Microsoft.Extensions.Configuration;
using Microsoft.Extensions.Logging;
using PowderCoating.Application.DTOs.Company;
using PowderCoating.Application.Interfaces;
namespace PowderCoating.Infrastructure.Services;
/// <summary>
/// Generates NCalc pricing formula templates from natural-language descriptions using
/// Claude Sonnet. Accepts an optional diagram image so the model can see the physical
/// shape being estimated. The model returns a structured JSON object containing the
/// field list, NCalc expression, output mode, and verification inputs; the service
/// parses and returns it as a <see cref="GenerateFormulaFromAiResponse"/>.
/// </summary>
public class CustomFormulaAiService : ICustomFormulaAiService
{
private readonly IConfiguration _config;
private readonly ILogger<CustomFormulaAiService> _logger;
private const string SystemPrompt = @"You are an expert pricing formula engineer for a powder coating business.
Your job is to generate NCalc expressions that calculate either a fixed price or a surface area
from user-supplied field values.
CRITICAL: NCalc function names are CASE-SENSITIVE and must be ALL LOWERCASE.
Supported built-in functions (always write these exactly as shown):
if(condition, trueValue, falseValue) conditional expression
abs(x) absolute value
round(x, digits) round to N decimal places
max(a, b) larger of two values
min(a, b) smaller of two values
pow(base, exponent) exponentiation
sqrt(x) square root
Standard operators: + - * / %
Comparison operators: < > <= >= == !=
Boolean operators: && || !
Do NOT use: IF, Abs, Round, Max, Min, Pow, Sqrt (uppercase versions) NCalc will reject them.
The user will describe a custom fabricated item (e.g., 'Roof curb', 'Electrical enclosure',
'Tubular frame') and you must produce a pricing formula template.
Respond ONLY with a valid JSON object matching this exact schema no markdown, no explanation:
{
""name"": ""string short template name (e.g. 'Roof Curb', 'Electrical Enclosure')"",
""outputMode"": ""FixedRate"" | ""SurfaceAreaSqFt"",
""fields"": [
{
""name"": ""snake_case_variable_name"",
""label"": ""Human-readable label"",
""unit"": ""in / ft / mm / cm / qty / lbs or empty string"",
""defaultValue"": number
}
],
""formula"": ""NCalc expression using field name variables and optionally 'rate'"",
""defaultRate"": number or null,
""rateLabel"": ""string label for the rate field, e.g. '$/sq ft' null if no rate"",
""reasoning"": ""1-2 sentences explaining how the formula was derived"",
""verificationInputs"": { ""variable_name"": number },
""verificationResult"": number
}
Built-in shop-rate variables (injected automatically at eval time do NOT redeclare them as fields):
standard_labor_rate shop billing rate in $/hr (e.g. hours * standard_labor_rate)
additional_coat_labor_pct extra-coat labor surcharge 0100 (e.g. cost * (1 + additional_coat_labor_pct/100))
markup_pct general markup percentage 0100 (e.g. cost * (1 + markup_pct/100))
Rules:
- Use FixedRate when the formula directly calculates a dollar amount (e.g. surface area × rate per sqft)
- Use SurfaceAreaSqFt when the formula calculates square footage and the standard pricing engine handles the rest
- Always include a 'rate' variable when outputMode is FixedRate and the price scales with dimensions, UNLESS the formula already uses standard_labor_rate or another built-in
- Field names must be valid NCalc identifiers (letters, digits, underscores; no spaces or hyphens)
- Do NOT include standard_labor_rate, additional_coat_labor_pct, or markup_pct in the fields array they are injected automatically
- verificationInputs and verificationResult must use the exact field names and formula you generated
- Surface area formulas for box shapes: 2*(L*W + L*H + W*H) where L/W/H are in the same unit; convert to sqft if needed
- For inch inputs convert to sqft: divide by 144 (sqinsqft) or use /12 per side before multiplying
";
public CustomFormulaAiService(IConfiguration config, ILogger<CustomFormulaAiService> logger)
{
_config = config;
_logger = logger;
}
/// <inheritdoc />
public async Task<GenerateFormulaFromAiResponse> GenerateFormulaAsync(
GenerateFormulaFromAiRequest request,
byte[]? imageBytes = null,
string? imageContentType = null)
{
var apiKey = _config["AI:Anthropic:ApiKey"];
if (string.IsNullOrWhiteSpace(apiKey) || apiKey.StartsWith("your-"))
{
return new GenerateFormulaFromAiResponse
{
Success = false,
Error = "Anthropic API key is not configured. Add AI:Anthropic:ApiKey to appsettings.json."
};
}
try
{
var client = new AnthropicClient(apiKey);
var userContent = new List<ContentBase>();
if (imageBytes is { Length: > 0 } && !string.IsNullOrWhiteSpace(imageContentType))
{
userContent.Add(new ImageContent
{
Source = new ImageSource
{
MediaType = imageContentType,
Data = Convert.ToBase64String(imageBytes)
}
});
}
userContent.Add(new TextContent { Text = request.Description });
var messages = new List<Message>
{
new() { Role = RoleType.User, Content = userContent }
};
var response = await client.Messages.GetClaudeMessageAsync(new MessageParameters
{
Model = "claude-sonnet-4-6",
MaxTokens = 1024,
SystemMessage = SystemPrompt,
Messages = messages
});
var rawJson = response.Message.ToString().Trim();
// Strip markdown code fences if the model adds them
if (rawJson.StartsWith("```"))
{
var start = rawJson.IndexOf('\n') + 1;
var end = rawJson.LastIndexOf("```");
if (end > start) rawJson = rawJson[start..end].Trim();
}
using var doc = JsonDocument.Parse(rawJson);
var root = doc.RootElement;
var fieldsJson = root.TryGetProperty("fields", out var fieldsEl)
? fieldsEl.GetRawText()
: "[]";
decimal? defaultRate = null;
if (root.TryGetProperty("defaultRate", out var rateEl) && rateEl.ValueKind == JsonValueKind.Number)
defaultRate = rateEl.GetDecimal();
decimal? verificationResult = null;
if (root.TryGetProperty("verificationResult", out var vrEl) && vrEl.ValueKind == JsonValueKind.Number)
verificationResult = vrEl.GetDecimal();
string? verificationInputs = null;
if (root.TryGetProperty("verificationInputs", out var viEl))
verificationInputs = viEl.GetRawText();
return new GenerateFormulaFromAiResponse
{
Success = true,
Name = root.TryGetProperty("name", out var nameEl) ? nameEl.GetString() : null,
OutputMode = root.TryGetProperty("outputMode", out var omEl) ? omEl.GetString() : "FixedRate",
FieldsJson = fieldsJson,
Formula = root.TryGetProperty("formula", out var fEl) ? fEl.GetString() : null,
DefaultRate = defaultRate,
RateLabel = root.TryGetProperty("rateLabel", out var rlEl) ? rlEl.GetString() : null,
Reasoning = root.TryGetProperty("reasoning", out var reEl) ? reEl.GetString() : null,
VerificationResult = verificationResult,
VerificationInputs = verificationInputs
};
}
catch (Exception ex)
{
_logger.LogError(ex, "CustomFormulaAiService.GenerateFormulaAsync failed");
return new GenerateFormulaFromAiResponse { Success = false, Error = ex.Message };
}
}
// Lowercase NCalc built-in names before evaluation so that user-typed or AI-generated
// uppercase variants (IF, Abs, POW, etc.) don't produce "Function not found" errors.
private static readonly Regex _ncalcFuncRegex = new(
@"\b(if|abs|round|max|min|pow|sqrt|ceiling|floor|truncate|sign|log|exp)\b(?=\s*\()",
RegexOptions.IgnoreCase | RegexOptions.Compiled);
private static string NormalizeFormula(string formula) =>
_ncalcFuncRegex.Replace(formula, m => m.Value.ToLowerInvariant());
/// <inheritdoc />
public (string NormalizedFormula, string? Error) NormalizeAndValidate(string formula)
{
if (string.IsNullOrWhiteSpace(formula))
return (formula, "Formula cannot be empty.");
var normalized = NormalizeFormula(formula);
try
{
var expr = new Expression(normalized);
if (expr.HasErrors())
return (formula, expr.Error);
return (normalized, null);
}
catch (Exception ex)
{
return (formula, ex.Message);
}
}
/// <inheritdoc />
public EvaluateFormulaResponse EvaluateFormula(EvaluateFormulaRequest request)
{
if (string.IsNullOrWhiteSpace(request?.Formula))
return new EvaluateFormulaResponse { Success = false, Error = "Formula is required." };
try
{
var variables = JsonSerializer.Deserialize<Dictionary<string, JsonElement>>(
request.VariablesJson ?? "{}") ?? new();
var expr = new Expression(NormalizeFormula(request.Formula));
foreach (var kv in variables)
{
expr.Parameters[kv.Key] = kv.Value.ValueKind == JsonValueKind.Number
? (object)kv.Value.GetDouble()
: (object)(kv.Value.GetString() ?? "");
}
var result = expr.Evaluate();
var decResult = Convert.ToDecimal(result);
return new EvaluateFormulaResponse { Success = true, Result = Math.Round(decResult, 4) };
}
catch (Exception ex)
{
return new EvaluateFormulaResponse { Success = false, Error = ex.Message };
}
}
}
@@ -0,0 +1,382 @@
using AutoMapper;
using Microsoft.Extensions.Logging;
using PowderCoating.Application.DTOs.Company;
using PowderCoating.Application.Interfaces;
using PowderCoating.Core.Entities;
using PowderCoating.Core.Interfaces;
namespace PowderCoating.Infrastructure.Services;
/// <summary>
/// Manages the community formula library: sharing a company template to the platform-wide
/// library, removing it, browsing published entries, and importing an entry as a local copy.
/// </summary>
public class FormulaLibraryService : IFormulaLibraryService
{
private readonly IUnitOfWork _unitOfWork;
private readonly IMapper _mapper;
private readonly ILogger<FormulaLibraryService> _logger;
public FormulaLibraryService(IUnitOfWork unitOfWork, IMapper mapper, ILogger<FormulaLibraryService> logger)
{
_unitOfWork = unitOfWork;
_mapper = mapper;
_logger = logger;
}
/// <inheritdoc />
public async Task<IEnumerable<FormulaLibraryCardDto>> BrowseAsync(
int companyId, string? search, string? outputMode, string? industryHint)
{
var items = await _unitOfWork.FormulaLibrary.FindAsync(i => i.IsPublished);
if (!string.IsNullOrWhiteSpace(search))
{
var lower = search.ToLowerInvariant();
items = items.Where(i =>
i.Name.ToLowerInvariant().Contains(lower) ||
(i.Description != null && i.Description.ToLowerInvariant().Contains(lower)) ||
(i.Tags != null && i.Tags.ToLowerInvariant().Contains(lower)) ||
i.SourceCompanyName.ToLowerInvariant().Contains(lower));
}
if (!string.IsNullOrWhiteSpace(outputMode))
items = items.Where(i => i.OutputMode == outputMode);
if (!string.IsNullOrWhiteSpace(industryHint))
items = items.Where(i => i.IndustryHint != null &&
i.IndustryHint.ToLowerInvariant().Contains(industryHint.ToLowerInvariant()));
// Load InspiredBy for attribution line
var itemList = items.ToList();
var inspiredByIds = itemList
.Where(i => i.InspiredByFormulaLibraryItemId.HasValue)
.Select(i => i.InspiredByFormulaLibraryItemId!.Value)
.Distinct()
.ToHashSet();
Dictionary<int, FormulaLibraryItem> inspirations = new();
foreach (var id in inspiredByIds)
{
var parent = await _unitOfWork.FormulaLibrary.GetByIdAsync(id);
if (parent != null) inspirations[id] = parent;
}
// Attach navigation properties manually (PlainRepository doesn't eager-load)
foreach (var item in itemList)
{
if (item.InspiredByFormulaLibraryItemId.HasValue &&
inspirations.TryGetValue(item.InspiredByFormulaLibraryItemId.Value, out var parent))
item.InspiredBy = parent;
}
// Determine which entries this company has already imported
var imports = await _unitOfWork.FormulaLibraryImports.FindAsync(
imp => imp.CompanyId == companyId && !imp.IsDeleted);
var importedIds = imports.Select(imp => imp.FormulaLibraryItemId).ToHashSet();
// Load all ratings in one query for this page of items
var allItemIds = itemList.Select(i => i.Id).ToHashSet();
var allRatings = await _unitOfWork.FormulaLibraryRatings.FindAsync(
r => allItemIds.Contains(r.FormulaLibraryItemId));
// Group counts and find the current company's vote per item
var ratingsByItem = allRatings
.GroupBy(r => r.FormulaLibraryItemId)
.ToDictionary(g => g.Key, g => g.ToList());
var dtos = _mapper.Map<List<FormulaLibraryCardDto>>(itemList);
for (int i = 0; i < dtos.Count; i++)
{
dtos[i].AlreadyImported = importedIds.Contains(dtos[i].Id);
dtos[i].IsOwnFormula = itemList[i].SourceCompanyId == companyId;
if (ratingsByItem.TryGetValue(dtos[i].Id, out var ratings))
{
dtos[i].ThumbsUp = ratings.Count(r => r.IsPositive);
dtos[i].ThumbsDown = ratings.Count(r => !r.IsPositive);
var myRating = ratings.FirstOrDefault(r => r.CompanyId == companyId);
dtos[i].MyVote = myRating?.IsPositive;
}
}
// Sort: thumbs-up score descending, then import count, then name
return dtos
.OrderByDescending(d => d.ThumbsUp - d.ThumbsDown)
.ThenByDescending(d => d.ImportCount)
.ThenBy(d => d.Name);
}
/// <inheritdoc />
public async Task<FormulaLibraryDetailDto?> GetDetailAsync(int libraryItemId, int companyId)
{
var item = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
if (item == null || !item.IsPublished) return null;
if (item.InspiredByFormulaLibraryItemId.HasValue)
item.InspiredBy = await _unitOfWork.FormulaLibrary.GetByIdAsync(
item.InspiredByFormulaLibraryItemId.Value);
var dto = _mapper.Map<FormulaLibraryDetailDto>(item);
var imp = await _unitOfWork.FormulaLibraryImports.FindAsync(
i => i.CompanyId == companyId && i.FormulaLibraryItemId == libraryItemId && !i.IsDeleted);
dto.AlreadyImported = imp.Any();
return dto;
}
/// <inheritdoc />
public async Task<int> ShareAsync(int companyId, string userId, ShareFormulaRequest request)
{
var template = await _unitOfWork.CustomItemTemplates.GetByIdAsync(request.CustomItemTemplateId);
if (template == null || template.CompanyId != companyId)
throw new InvalidOperationException("Template not found.");
if (!CanShare(template))
throw new InvalidOperationException("This template is not eligible to be shared.");
// Determine "Inspired by" — if this was imported from the library
int? inspiredById = null;
if (template.SourceFormulaLibraryItemId.HasValue && template.IsModifiedFromSource)
inspiredById = template.SourceFormulaLibraryItemId;
// Get company name for attribution
var company = await _unitOfWork.Companies.GetByIdAsync(companyId);
var companyName = company?.CompanyName ?? "Unknown Company";
// Re-use existing row if one exists (re-share after unshare, or update after edits)
var existing = await _unitOfWork.FormulaLibrary.FirstOrDefaultAsync(
f => f.SourceCustomItemTemplateId == template.Id && f.SourceCompanyId == companyId);
if (existing != null)
{
CopyFromTemplate(existing, template, companyName, request);
existing.InspiredByFormulaLibraryItemId = inspiredById;
existing.IsPublished = true;
existing.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.FormulaLibrary.UpdateAsync(existing);
await _unitOfWork.CompleteAsync();
return existing.Id;
}
var libraryItem = new FormulaLibraryItem
{
SharedByUserId = userId,
SharedAt = DateTime.UtcNow,
SourceCustomItemTemplateId = template.Id,
SourceCompanyId = companyId,
SourceCompanyName = companyName,
InspiredByFormulaLibraryItemId = inspiredById,
IsPublished = true,
};
CopyFromTemplate(libraryItem, template, companyName, request);
await _unitOfWork.FormulaLibrary.AddAsync(libraryItem);
await _unitOfWork.CompleteAsync();
return libraryItem.Id;
}
/// <inheritdoc />
public async Task UnshareAsync(int libraryItemId, int companyId)
{
var item = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
if (item == null || item.SourceCompanyId != companyId) return;
item.IsPublished = false;
item.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.FormulaLibrary.UpdateAsync(item);
await _unitOfWork.CompleteAsync();
}
/// <inheritdoc />
public async Task<int> ImportAsync(int libraryItemId, int companyId, string userId)
{
var libraryItem = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
if (libraryItem == null || !libraryItem.IsPublished)
throw new InvalidOperationException("Library entry not found or no longer published.");
// Return existing import if already imported
var existingImports = await _unitOfWork.FormulaLibraryImports.FindAsync(
i => i.CompanyId == companyId && i.FormulaLibraryItemId == libraryItemId && !i.IsDeleted);
var existingImport = existingImports.FirstOrDefault();
if (existingImport != null) return existingImport.ResultingCustomItemTemplateId;
// Create a local copy as a new CustomItemTemplate
var template = new CustomItemTemplate
{
CompanyId = companyId,
Name = libraryItem.Name,
Description = libraryItem.Description,
OutputMode = libraryItem.OutputMode,
FieldsJson = libraryItem.FieldsJson,
Formula = libraryItem.Formula,
DefaultRate = libraryItem.DefaultRate,
RateLabel = libraryItem.RateLabel,
Notes = libraryItem.Notes,
DiagramImagePath = libraryItem.DiagramImagePath,
DisplayOrder = 0,
IsActive = true,
SourceFormulaLibraryItemId = libraryItemId,
IsModifiedFromSource = false,
};
await _unitOfWork.CustomItemTemplates.AddAsync(template);
await _unitOfWork.CompleteAsync();
var importRecord = new FormulaLibraryImport
{
CompanyId = companyId,
FormulaLibraryItemId = libraryItemId,
ImportedByUserId = userId,
ImportedAt = DateTime.UtcNow,
ResultingCustomItemTemplateId = template.Id,
};
await _unitOfWork.FormulaLibraryImports.AddAsync(importRecord);
// Increment import counter
libraryItem.ImportCount++;
await _unitOfWork.FormulaLibrary.UpdateAsync(libraryItem);
await _unitOfWork.CompleteAsync();
return template.Id;
}
/// <inheritdoc />
public async Task<FormulaLibraryStatusDto> GetTemplateLibraryStatusAsync(int templateId, int companyId)
{
var template = await _unitOfWork.CustomItemTemplates.GetByIdAsync(templateId);
if (template == null || template.CompanyId != companyId)
return new FormulaLibraryStatusDto { CanShare = false };
var dto = new FormulaLibraryStatusDto { CanShare = CanShare(template) };
// Populate import attribution
if (template.SourceFormulaLibraryItemId.HasValue)
{
var source = await _unitOfWork.FormulaLibrary.GetByIdAsync(template.SourceFormulaLibraryItemId.Value);
if (source != null)
{
dto.ImportedFromName = source.Name;
dto.ImportedFromCompany = source.SourceCompanyName;
}
}
// Check if this template has an active library entry
var libraryItem = await _unitOfWork.FormulaLibrary.FirstOrDefaultAsync(
f => f.SourceCustomItemTemplateId == templateId && f.SourceCompanyId == companyId);
if (libraryItem != null)
{
dto.LibraryItemId = libraryItem.Id;
dto.IsPublished = libraryItem.IsPublished;
}
return dto;
}
/// <inheritdoc />
public async Task CascadeRemoveDiagramAsync(int sourceCustomItemTemplateId)
{
// Null out on the library item published from this template
var libraryItem = await _unitOfWork.FormulaLibrary.FirstOrDefaultAsync(
f => f.SourceCustomItemTemplateId == sourceCustomItemTemplateId);
if (libraryItem != null && libraryItem.DiagramImagePath != null)
{
libraryItem.DiagramImagePath = null;
libraryItem.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.FormulaLibrary.UpdateAsync(libraryItem);
// Null out on all imported copies
var imports = await _unitOfWork.FormulaLibraryImports.FindAsync(
i => i.FormulaLibraryItemId == libraryItem.Id && !i.IsDeleted);
foreach (var imp in imports)
{
var copy = await _unitOfWork.CustomItemTemplates.GetByIdAsync(
imp.ResultingCustomItemTemplateId);
if (copy != null && copy.DiagramImagePath != null)
{
copy.DiagramImagePath = null;
await _unitOfWork.CompleteAsync();
}
}
}
}
/// <inheritdoc />
public async Task<(int ThumbsUp, int ThumbsDown, bool? MyVote)> RateAsync(
int libraryItemId, int companyId, bool isPositive)
{
var item = await _unitOfWork.FormulaLibrary.GetByIdAsync(libraryItemId);
if (item == null || !item.IsPublished)
throw new InvalidOperationException("Library entry not found.");
// Companies cannot rate their own formula
if (item.SourceCompanyId == companyId)
throw new InvalidOperationException("You cannot rate your own formula.");
var existing = await _unitOfWork.FormulaLibraryRatings.FirstOrDefaultAsync(
r => r.FormulaLibraryItemId == libraryItemId && r.CompanyId == companyId);
bool? myVote;
if (existing != null && existing.IsPositive == isPositive)
{
// Same vote again — toggle off
await _unitOfWork.FormulaLibraryRatings.DeleteAsync(existing);
myVote = null;
}
else if (existing != null)
{
// Opposite vote — flip it
existing.IsPositive = isPositive;
existing.RatedAt = DateTime.UtcNow;
await _unitOfWork.FormulaLibraryRatings.UpdateAsync(existing);
myVote = isPositive;
}
else
{
// New vote
await _unitOfWork.FormulaLibraryRatings.AddAsync(new FormulaLibraryRating
{
FormulaLibraryItemId = libraryItemId,
CompanyId = companyId,
IsPositive = isPositive,
RatedAt = DateTime.UtcNow,
});
myVote = isPositive;
}
await _unitOfWork.CompleteAsync();
// Return fresh counts
var allRatings = await _unitOfWork.FormulaLibraryRatings.FindAsync(
r => r.FormulaLibraryItemId == libraryItemId);
var list = allRatings.ToList();
return (list.Count(r => r.IsPositive), list.Count(r => !r.IsPositive), myVote);
}
// ── Helpers ───────────────────────────────────────────────────────────
/// <summary>
/// A template is shareable if it was created fresh (no source library item) or
/// if it was imported but then modified by the company.
/// </summary>
private static bool CanShare(CustomItemTemplate t) =>
t.SourceFormulaLibraryItemId == null || t.IsModifiedFromSource;
private static void CopyFromTemplate(
FormulaLibraryItem dest, CustomItemTemplate src, string companyName, ShareFormulaRequest req)
{
dest.Name = src.Name;
dest.Description = src.Description;
dest.OutputMode = src.OutputMode;
dest.FieldsJson = src.FieldsJson;
dest.Formula = src.Formula;
dest.DefaultRate = src.DefaultRate;
dest.RateLabel = src.RateLabel;
dest.Notes = src.Notes;
dest.DiagramImagePath = src.DiagramImagePath;
dest.SourceCompanyName = companyName;
dest.Tags = req.Tags?.Trim();
dest.IndustryHint = req.IndustryHint?.Trim();
}
}
@@ -94,7 +94,7 @@ public class NotificationService : INotificationService
quote.CompanyId, NotificationType.QuoteSent, values, quote.CompanyId, NotificationType.QuoteSent, values,
$"Your Quote {quote.QuoteNumber} from {companyName}"); $"Your Quote {quote.QuoteNumber} from {companyName}");
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, baseUrl); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, baseUrl, replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error) = await _emailService.SendEmailAsync( var (success, error) = await _emailService.SendEmailAsync(
@@ -137,7 +137,7 @@ public class NotificationService : INotificationService
quote.CompanyId, NotificationType.QuoteSent, values, quote.CompanyId, NotificationType.QuoteSent, values,
$"Your Quote {quote.QuoteNumber} from {companyName}"); $"Your Quote {quote.QuoteNumber} from {companyName}");
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, baseUrl); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, baseUrl, replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error, recipientsLog) = await SendToEmailListAsync( var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -300,7 +300,7 @@ public class NotificationService : INotificationService
quote.CompanyId, NotificationType.QuoteApproved, values, quote.CompanyId, NotificationType.QuoteApproved, values,
$"Quote {quote.QuoteNumber} Approved — {companyName}"); $"Quote {quote.QuoteNumber} Approved — {companyName}");
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync()); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error, recipientsLog) = await SendToEmailListAsync( var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -383,7 +383,7 @@ public class NotificationService : INotificationService
var (subject, htmlBody) = await GetRenderedEmailAsync( var (subject, htmlBody) = await GetRenderedEmailAsync(
job.CompanyId, notifType, values, defaultSubject); job.CompanyId, notifType, values, defaultSubject);
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync()); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error, recipientsLog) = await SendToEmailListAsync( var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -451,7 +451,7 @@ public class NotificationService : INotificationService
job.CompanyId, NotificationType.JobCompleted, values, job.CompanyId, NotificationType.JobCompleted, values,
$"Job {job.JobNumber} Complete — {companyName}"); $"Job {job.JobNumber} Complete — {companyName}");
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync()); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error, recipientsLog) = await SendToEmailListAsync( var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -674,7 +674,7 @@ public class NotificationService : INotificationService
"""; """;
} }
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync()); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
var plainText = !string.IsNullOrEmpty(paymentUrl) var plainText = !string.IsNullOrEmpty(paymentUrl)
? StripHtml(htmlBody) + $"\r\n\r\nPay online: {paymentUrl}" ? StripHtml(htmlBody) + $"\r\n\r\nPay online: {paymentUrl}"
: StripHtml(fullHtml); : StripHtml(fullHtml);
@@ -793,7 +793,7 @@ public class NotificationService : INotificationService
invoice.CompanyId, NotificationType.PaymentReceived, values, invoice.CompanyId, NotificationType.PaymentReceived, values,
$"Payment Received — Invoice {invoice.InvoiceNumber}"); $"Payment Received — Invoice {invoice.InvoiceNumber}");
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync()); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error, recipientsLog) = await SendToEmailListAsync( var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -867,7 +867,7 @@ public class NotificationService : INotificationService
invoice.CompanyId, NotificationType.PaymentReminder, values, invoice.CompanyId, NotificationType.PaymentReminder, values,
$"Payment Reminder — Invoice {invoice.InvoiceNumber} ({daysOverdue} days overdue)"); $"Payment Reminder — Invoice {invoice.InvoiceNumber} ({daysOverdue} days overdue)");
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync()); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error, recipientsLog) = await SendToEmailListAsync( var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -971,7 +971,7 @@ public class NotificationService : INotificationService
var (subject, htmlBody) = await GetRenderedEmailAsync( var (subject, htmlBody) = await GetRenderedEmailAsync(
quote.CompanyId, notificationType, values, defaultSubject); quote.CompanyId, notificationType, values, defaultSubject);
var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, await GetBaseUrlAsync()); var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, await GetBaseUrlAsync(), replyToEmail);
var plainText = StripHtml(fullHtml); var plainText = StripHtml(fullHtml);
var (success, error) = await _emailService.SendEmailAsync( var (success, error) = await _emailService.SendEmailAsync(
@@ -1218,7 +1218,7 @@ public class NotificationService : INotificationService
var (custSubject, custHtml) = await GetRenderedEmailAsync( var (custSubject, custHtml) = await GetRenderedEmailAsync(
appointment.CompanyId, NotificationType.AppointmentReminder, customerValues, defaultSubject); appointment.CompanyId, NotificationType.AppointmentReminder, customerValues, defaultSubject);
var custFullHtml = AppendUnsubscribeFooterHtml(custHtml, customer.UnsubscribeToken, company, baseUrl); var custFullHtml = AppendUnsubscribeFooterHtml(custHtml, customer.UnsubscribeToken, company, baseUrl, replyToEmail);
var custPlainText = StripHtml(custFullHtml); var custPlainText = StripHtml(custFullHtml);
var (custOk, custErr, custLog) = await SendToEmailListAsync( var (custOk, custErr, custLog) = await SendToEmailListAsync(
@@ -1388,17 +1388,25 @@ public class NotificationService : INotificationService
/// <summary> /// <summary>
/// Appends CAN-SPAM required footer as HTML. /// Appends CAN-SPAM required footer as HTML.
/// </summary> /// </summary>
private static string AppendUnsubscribeFooterHtml(string htmlBody, string? token, Company? company = null, string? baseUrl = null) private static string AppendUnsubscribeFooterHtml(string htmlBody, string? token, Company? company = null, string? baseUrl = null, string? replyToEmail = null)
{ {
var hasUnsubscribeUrl = !string.IsNullOrEmpty(token) && !string.IsNullOrEmpty(baseUrl); var hasUnsubscribeUrl = !string.IsNullOrEmpty(token) && !string.IsNullOrEmpty(baseUrl);
var hasAddress = company != null && !string.IsNullOrWhiteSpace(company.Address); var hasAddress = company != null && !string.IsNullOrWhiteSpace(company.Address);
var hasReplyTo = !string.IsNullOrWhiteSpace(replyToEmail);
if (!hasUnsubscribeUrl && !hasAddress) if (!hasUnsubscribeUrl && !hasAddress && !hasReplyTo)
return htmlBody; return htmlBody;
var footer = "<hr style=\"border: none; border-top: 1px solid #eee; margin: 24px 0;\">" + var footer = "<hr style=\"border: none; border-top: 1px solid #eee; margin: 24px 0;\">" +
"<p style=\"font-size: 0.8em; color: #888; margin: 0;\">"; "<p style=\"font-size: 0.8em; color: #888; margin: 0;\">";
if (hasReplyTo)
{
var encodedEmail = WebUtility.HtmlEncode(replyToEmail!);
footer += $"Questions? Reply to this email or contact us at <a href=\"mailto:{encodedEmail}\" style=\"color: #888;\">{encodedEmail}</a>";
if (hasAddress || hasUnsubscribeUrl) footer += "<br>";
}
if (hasAddress) if (hasAddress)
{ {
var addressLine = BuildAddressLine(company!); var addressLine = BuildAddressLine(company!);
@@ -1535,7 +1543,15 @@ public class NotificationService : INotificationService
.AsNoTracking() .AsNoTracking()
.FirstOrDefaultAsync(p => p.CompanyId == companyId && !p.IsDeleted); .FirstOrDefaultAsync(p => p.CompanyId == companyId && !p.IsDeleted);
return (prefs?.EmailFromAddress, prefs?.EmailFromName); var email = prefs?.EmailFromAddress;
var name = prefs?.EmailFromName;
if (string.IsNullOrWhiteSpace(email))
_logger.LogWarning("No Reply-To email configured for company {CompanyId} — outgoing emails will show platform sender as reply address", companyId);
else
_logger.LogDebug("Reply-To for company {CompanyId}: {ReplyToEmail}", companyId, email);
return (email, name);
} }
/// <summary> /// <summary>
@@ -67,9 +67,9 @@ public class SubscriptionExpiryBackgroundService : BackgroundService
} }
/// <summary> /// <summary>
/// Opens a DI scope, queries non-Stripe-managed companies with active or grace-period subscriptions, /// Opens a DI scope, queries non-Stripe-managed (trial) companies with active or grace-period
/// and calls <see cref="ProcessCompanyAsync"/> for each. A single <c>SaveChangesAsync</c> at the /// subscriptions, and calls <see cref="ProcessCompanyAsync"/> for each. Each company is saved
/// end batches all status mutations into one round-trip. Errors are caught to keep the loop alive. /// individually so a single failure does not prevent other companies from being updated.
/// </summary> /// </summary>
private async Task RunAsync(CancellationToken ct) private async Task RunAsync(CancellationToken ct)
{ {
@@ -103,17 +103,29 @@ public class SubscriptionExpiryBackgroundService : BackgroundService
_logger.LogDebug("Found {Count} companies to evaluate.", companies.Count); _logger.LogDebug("Found {Count} companies to evaluate.", companies.Count);
// All companies reaching this point have no StripeSubscriptionId — they are trials.
// Paid subscribers are managed by Stripe and filtered out above.
var effectiveGraceDays = gracePeriodAppliesToTrials ? gracePeriodDays : 0;
foreach (var company in companies) foreach (var company in companies)
{ {
if (ct.IsCancellationRequested) break; if (ct.IsCancellationRequested) break;
var isTrial = string.IsNullOrEmpty(company.StripeSubscriptionId); try
var effectiveGraceDays = isTrial && !gracePeriodAppliesToTrials ? 0 : gracePeriodDays; {
await ProcessCompanyAsync(db, emailService, adminNotification, company, today, effectiveGraceDays, ct); await ProcessCompanyAsync(db, emailService, adminNotification, company, today, effectiveGraceDays, ct);
}
await db.SaveChangesAsync(ct); await db.SaveChangesAsync(ct);
} }
catch (Exception ex) catch (Exception ex)
{
_logger.LogError(ex,
"Failed to process subscription expiry for company {Id} ({Name}). Status change was not persisted.",
company.Id, company.CompanyName);
// Clear EF tracked changes so bad state does not bleed into the next company.
db.ChangeTracker.Clear();
}
}
}
catch (Exception ex)
{ {
_logger.LogError(ex, "Subscription expiry run failed."); _logger.LogError(ex, "Subscription expiry run failed.");
} }
@@ -121,10 +133,15 @@ public class SubscriptionExpiryBackgroundService : BackgroundService
/// <summary> /// <summary>
/// Evaluates a single company and performs any required status transitions or reminder sends. /// Evaluates a single company and performs any required status transitions or reminder sends.
/// Transition logic: Active past end date → GracePeriod; GracePeriod past grace deadline → Expired + deactivated. /// Transition logic:
/// <list type="bullet">
/// <item>Active past end date, grace days = 0 → Expired + deactivated immediately (trials).</item>
/// <item>Active past end date, grace days &gt; 0 → GracePeriod + grace-period email.</item>
/// <item>GracePeriod past grace deadline → Expired + deactivated.</item>
/// </list>
/// Reminder emails at <see cref="ReminderDays"/> offsets are sent only while the company is still Active. /// Reminder emails at <see cref="ReminderDays"/> offsets are sent only while the company is still Active.
/// Platform admin is notified asynchronously (fire-and-forget) for both grace period start and full expiry /// Platform admin is notified asynchronously (fire-and-forget) so that operator action can be taken
/// so that operator action can be taken without delaying the main processing loop. /// without delaying the main processing loop.
/// </summary> /// </summary>
private async Task ProcessCompanyAsync( private async Task ProcessCompanyAsync(
ApplicationDbContext db, ApplicationDbContext db,
@@ -153,17 +170,38 @@ public class SubscriptionExpiryBackgroundService : BackgroundService
await WriteAuditLogAsync(db, company, await WriteAuditLogAsync(db, company,
$"Auto-expired: grace period ended {gracePeriodDays} days after subscription end {endDate:d}."); $"Auto-expired: grace period ended {gracePeriodDays} days after subscription end {endDate:d}.");
// Notify platform admin
_ = adminNotification.NotifyCompanyExpiredAsync( _ = adminNotification.NotifyCompanyExpiredAsync(
company.Id, company.CompanyName, company.Id, company.CompanyName,
company.PrimaryContactEmail ?? string.Empty, expiredDate); company.PrimaryContactEmail ?? string.Empty, expiredDate);
} }
else if (company.SubscriptionStatus == SubscriptionStatus.Active && today > endDate) else if (company.SubscriptionStatus == SubscriptionStatus.Active && today > endDate)
{ {
if (gracePeriodDays == 0)
{
// No grace period configured — expire immediately without going through GracePeriod.
// Trials always land here since gracePeriodAppliesToTrials defaults to false.
_logger.LogInformation( _logger.LogInformation(
"Company {Id} ({Name}) subscription ended. Entering grace period.", "Company {Id} ({Name}) subscription ended with no grace period. Marking Expired and deactivating.",
company.Id, company.CompanyName); company.Id, company.CompanyName);
company.SubscriptionStatus = SubscriptionStatus.Expired;
company.IsActive = false;
company.UpdatedAt = DateTime.UtcNow;
company.UpdatedBy = "System";
await WriteAuditLogAsync(db, company,
$"Auto-expired: subscription ended {endDate:d} with no grace period.");
_ = adminNotification.NotifyCompanyExpiredAsync(
company.Id, company.CompanyName,
company.PrimaryContactEmail ?? string.Empty, endDate);
}
else
{
_logger.LogInformation(
"Company {Id} ({Name}) subscription ended. Entering {Days}-day grace period.",
company.Id, company.CompanyName, gracePeriodDays);
company.SubscriptionStatus = SubscriptionStatus.GracePeriod; company.SubscriptionStatus = SubscriptionStatus.GracePeriod;
company.UpdatedAt = DateTime.UtcNow; company.UpdatedAt = DateTime.UtcNow;
company.UpdatedBy = "System"; company.UpdatedBy = "System";
@@ -171,18 +209,17 @@ public class SubscriptionExpiryBackgroundService : BackgroundService
await WriteAuditLogAsync(db, company, await WriteAuditLogAsync(db, company,
$"Auto-moved to GracePeriod: subscription ended {endDate:d}. Grace period expires {expiredDate:d}."); $"Auto-moved to GracePeriod: subscription ended {endDate:d}. Grace period expires {expiredDate:d}.");
// Send "grace period started" email to company immediately
await SendEmailIfNotSentAsync(db, emailService, company, today, await SendEmailIfNotSentAsync(db, emailService, company, today,
NotificationType.SubscriptionExpiryReminder, NotificationType.SubscriptionExpiryReminder,
daysBeforeExpiry: 0, daysBeforeExpiry: 0,
gracePeriodDays, gracePeriodDays,
ct); ct);
// Notify platform admin
_ = adminNotification.NotifyCompanyGracePeriodAsync( _ = adminNotification.NotifyCompanyGracePeriodAsync(
company.Id, company.CompanyName, company.Id, company.CompanyName,
company.PrimaryContactEmail ?? string.Empty, expiredDate); company.PrimaryContactEmail ?? string.Empty, expiredDate);
} }
}
// ── Reminder emails (only while still Active) ──────────────────── // ── Reminder emails (only while still Active) ────────────────────
if (company.SubscriptionStatus == SubscriptionStatus.Active) if (company.SubscriptionStatus == SubscriptionStatus.Active)
@@ -33,6 +33,9 @@ public class CompanySettingsController : Controller
private readonly IAuditLogService _auditLog; private readonly IAuditLogService _auditLog;
private readonly UserManager<ApplicationUser> _userManager; private readonly UserManager<ApplicationUser> _userManager;
private readonly SignInManager<ApplicationUser> _signInManager; private readonly SignInManager<ApplicationUser> _signInManager;
private readonly IAzureBlobStorageService _blobStorage;
private readonly ICustomFormulaAiService _formulaAiService;
private readonly IFormulaLibraryService _formulaLibraryService;
public CompanySettingsController( public CompanySettingsController(
IUnitOfWork unitOfWork, IUnitOfWork unitOfWork,
@@ -45,7 +48,10 @@ public class CompanySettingsController : Controller
IConfiguration configuration, IConfiguration configuration,
IAuditLogService auditLog, IAuditLogService auditLog,
UserManager<ApplicationUser> userManager, UserManager<ApplicationUser> userManager,
SignInManager<ApplicationUser> signInManager) SignInManager<ApplicationUser> signInManager,
IAzureBlobStorageService blobStorage,
ICustomFormulaAiService formulaAiService,
IFormulaLibraryService formulaLibraryService)
{ {
_unitOfWork = unitOfWork; _unitOfWork = unitOfWork;
_mapper = mapper; _mapper = mapper;
@@ -58,6 +64,9 @@ public class CompanySettingsController : Controller
_auditLog = auditLog; _auditLog = auditLog;
_userManager = userManager; _userManager = userManager;
_signInManager = signInManager; _signInManager = signInManager;
_blobStorage = blobStorage;
_formulaAiService = formulaAiService;
_formulaLibraryService = formulaLibraryService;
} }
/// <summary> /// <summary>
@@ -130,12 +139,20 @@ public class CompanySettingsController : Controller
var planConfig = await _unitOfWork.SubscriptionPlanConfigs.FirstOrDefaultAsync(p => p.Plan == company.SubscriptionPlan); var planConfig = await _unitOfWork.SubscriptionPlanConfigs.FirstOrDefaultAsync(p => p.Plan == company.SubscriptionPlan);
dto.AllowOnlinePayments = planConfig?.AllowOnlinePayments ?? false; dto.AllowOnlinePayments = planConfig?.AllowOnlinePayments ?? false;
dto.AllowSms = planConfig?.AllowSms ?? false; dto.AllowSms = planConfig?.AllowSms ?? false;
ViewBag.AllowCustomFormulas = AllowCustomFormulas();
dto.SmsEnabled = company.SmsEnabled; dto.SmsEnabled = company.SmsEnabled;
dto.SmsDisabledByAdmin = company.SmsDisabledByAdmin; dto.SmsDisabledByAdmin = company.SmsDisabledByAdmin;
dto.SmsTermsVersion = AppConstants.SmsTermsVersion; dto.SmsTermsVersion = AppConstants.SmsTermsVersion;
dto.HasCurrentSmsAgreement = await _unitOfWork.CompanySmsAgreements dto.HasCurrentSmsAgreement = await _unitOfWork.CompanySmsAgreements
.AnyAsync(a => a.CompanyId == companyId.Value && a.TermsVersion == AppConstants.SmsTermsVersion); .AnyAsync(a => a.CompanyId == companyId.Value && a.TermsVersion == AppConstants.SmsTermsVersion);
// Timeclock settings
dto.TimeclockEnabled = company.TimeclockEnabled;
dto.TimeclockAllowMultiplePunchesPerDay = company.TimeclockAllowMultiplePunchesPerDay;
dto.TimeclockAutoClockOutHours = company.TimeclockAutoClockOutHours;
var kioskDevices = await _unitOfWork.TimeclockKioskDevices.FindAsync(d => d.CompanyId == companyId.Value);
ViewBag.TimeclockKioskDevices = kioskDevices.OrderBy(d => d.ActivatedAt).ToList();
// Flag whether Stripe Connect is configured (non-placeholder client ID) // Flag whether Stripe Connect is configured (non-placeholder client ID)
var connectClientId = _configuration["Stripe:Connect:ConnectClientId"]; var connectClientId = _configuration["Stripe:Connect:ConnectClientId"];
ViewBag.StripeConnectConfigured = !string.IsNullOrWhiteSpace(connectClientId) ViewBag.StripeConnectConfigured = !string.IsNullOrWhiteSpace(connectClientId)
@@ -734,6 +751,40 @@ public class CompanySettingsController : Controller
} }
} }
// POST: CompanySettings/UpdateTimeclockSettings
/// <summary>
/// Saves company-level timeclock settings (enabled toggle, multiple-punches-per-day, auto clock-out hours).
/// </summary>
[HttpPost]
public async Task<IActionResult> UpdateTimeclockSettings([FromBody] UpdateTimeclockSettingsDto dto)
{
try
{
var companyId = _tenantContext.GetCurrentCompanyId();
if (companyId == null)
return Json(new { success = false, message = "User does not have a company ID." });
var company = await _unitOfWork.Companies.GetByIdAsync(companyId.Value);
if (company == null)
return Json(new { success = false, message = "Company not found." });
company.TimeclockEnabled = dto.TimeclockEnabled;
company.TimeclockAllowMultiplePunchesPerDay = dto.TimeclockAllowMultiplePunchesPerDay;
company.TimeclockAutoClockOutHours = dto.TimeclockAutoClockOutHours;
await _unitOfWork.Companies.UpdateAsync(company);
await _unitOfWork.CompleteAsync();
_logger.LogInformation("Company {CompanyId} timeclock settings updated", companyId);
return Json(new { success = true, message = "Timeclock settings saved." });
}
catch (Exception ex)
{
_logger.LogError(ex, "Error updating timeclock settings");
return Json(new { success = false, message = "An error occurred while saving timeclock settings." });
}
}
/// <summary> /// <summary>
/// Builds a suggested AI profile draft from existing company configuration — company name/location, /// Builds a suggested AI profile draft from existing company configuration — company name/location,
/// named ovens, sandblasting capability, shop worker roles, coating inventory categories, and /// named ovens, sandblasting capability, shop worker roles, coating inventory categories, and
@@ -1675,6 +1726,26 @@ public class CompanySettingsController : Controller
#region Blast Setups #region Blast Setups
/// <summary>
/// Single authoritative blast-rate calculation endpoint. Takes equipment parameters and
/// returns the sqft/hr rate using the same ShopCapabilityCalculator formula the AI uses.
/// The modal live preview calls this instead of duplicating the formula in JavaScript.
/// </summary>
[HttpGet]
public IActionResult DeriveBlastRate(decimal cfm, int nozzle, int setupType, int substrate, decimal? rateOverride)
{
var setup = new CompanyBlastSetup
{
CompressorCfm = cfm,
BlastNozzleSize = nozzle,
SetupType = (BlastSetupType)setupType,
PrimarySubstrate = (BlastSubstrateType)substrate,
BlastRateSqFtPerHourOverride = rateOverride > 0 ? rateOverride : null
};
var rate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(setup);
return Json(new { rate });
}
/// <summary>Returns all active blast setups for the current company with their derived rates.</summary> /// <summary>Returns all active blast setups for the current company with their derived rates.</summary>
[HttpGet] [HttpGet]
public async Task<IActionResult> GetBlastSetups() public async Task<IActionResult> GetBlastSetups()
@@ -2962,6 +3033,471 @@ public class CompanySettingsController : Controller
return RedirectToAction(nameof(DeleteAccount)); return RedirectToAction(nameof(DeleteAccount));
} }
} }
// ─── Custom Formula Item Templates ──────────────────────────────────────────
private bool AllowCustomFormulas() => HttpContext.Items["AllowCustomFormulas"] as bool? ?? false;
/// <summary>Returns all active + inactive formula templates for the current company.</summary>
[HttpGet]
public async Task<IActionResult> GetCustomItemTemplate(int id)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var entity = await _unitOfWork.CustomItemTemplates.GetByIdAsync(id);
if (entity == null || entity.CompanyId != companyId)
return Json(new { success = false, message = "Template not found." });
var dto = _mapper.Map<CustomItemTemplateDto>(entity);
return Json(new { success = true, template = dto });
}
/// <summary>Returns all active + inactive formula templates for the current company.</summary>
[HttpGet]
public async Task<IActionResult> GetCustomItemTemplates()
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var templates = await _unitOfWork.CustomItemTemplates.FindAsync(
t => t.CompanyId == companyId);
var dtos = _mapper.Map<List<CustomItemTemplateListDto>>(templates.OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name));
return Json(new { success = true, templates = dtos });
}
/// <summary>Downloads all formula templates as a portable JSON backup file.</summary>
[HttpGet]
public async Task<IActionResult> ExportCustomItemTemplates()
{
if (!AllowCustomFormulas()) return Forbid();
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var templates = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId);
// Parse FieldsJson into a real JsonElement so it is embedded as a proper JSON array
// in the export file rather than as an escaped string. This makes the file human-readable
// and avoids round-trip corruption when files are manually edited.
static System.Text.Json.JsonElement ParseFields(string? raw)
{
try { return System.Text.Json.JsonDocument.Parse(raw ?? "[]").RootElement.Clone(); }
catch { return System.Text.Json.JsonDocument.Parse("[]").RootElement.Clone(); }
}
var export = new
{
exportedAt = DateTime.UtcNow,
version = 1,
templates = templates
.OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name)
.Select(t => new
{
t.Name,
t.Description,
t.OutputMode,
Fields = ParseFields(t.FieldsJson),
t.Formula,
t.DefaultRate,
t.RateLabel,
t.Notes,
t.DisplayOrder,
t.IsActive
})
};
var json = System.Text.Json.JsonSerializer.Serialize(export,
new System.Text.Json.JsonSerializerOptions
{
WriteIndented = true,
PropertyNamingPolicy = System.Text.Json.JsonNamingPolicy.CamelCase
});
var filename = $"formula-templates-{DateTime.UtcNow:yyyyMMdd}.json";
return File(System.Text.Encoding.UTF8.GetBytes(json), "application/json", filename);
}
/// <summary>
/// Imports formula templates from a JSON backup file produced by ExportCustomItemTemplates.
/// Templates whose name already exists in the company are skipped; all others are created.
/// </summary>
[HttpPost]
[ValidateAntiForgeryToken]
public async Task<IActionResult> ImportCustomItemTemplates(IFormFile file)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
if (file == null || file.Length == 0) return Json(new { success = false, message = "No file selected." });
if (!file.FileName.EndsWith(".json", StringComparison.OrdinalIgnoreCase))
return Json(new { success = false, message = "File must be a .json export file." });
if (file.Length > 512 * 1024)
return Json(new { success = false, message = "File is too large (max 512 KB)." });
string json;
using (var reader = new System.IO.StreamReader(file.OpenReadStream()))
json = await reader.ReadToEndAsync();
System.Text.Json.JsonElement root;
try
{
root = System.Text.Json.JsonDocument.Parse(json).RootElement;
}
catch
{
return Json(new { success = false, message = "Could not parse file — make sure it is a valid formula export." });
}
if (!root.TryGetProperty("templates", out var templatesEl) || templatesEl.ValueKind != System.Text.Json.JsonValueKind.Array)
return Json(new { success = false, message = "Invalid export format: missing \"templates\" array." });
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var existing = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId);
// Track names already in DB + names imported within this same file to prevent intra-file duplicates
var usedNames = existing.Select(t => t.Name.ToLowerInvariant()).ToHashSet();
int imported = 0, skipped = 0;
var skippedNames = new List<string>();
var errors = new List<string>();
foreach (var item in templatesEl.EnumerateArray())
{
try
{
var name = item.TryGetProperty("name", out var nEl) ? nEl.GetString() ?? "" : "";
if (string.IsNullOrWhiteSpace(name)) { errors.Add("Skipped one template with no name."); continue; }
if (usedNames.Contains(name.ToLowerInvariant()))
{
skipped++;
skippedNames.Add(name);
continue;
}
var dto = new CreateCustomItemTemplateDto
{
Name = name,
Description = item.TryGetProperty("description", out var d) ? d.GetString() : null,
OutputMode = item.TryGetProperty("outputMode", out var om) ? om.GetString() ?? "FixedRate" : "FixedRate",
// "fields" is a real JSON array in the export; GetRawText() reconstructs the string
FieldsJson = item.TryGetProperty("fields", out var fj) ? fj.GetRawText() : "[]",
Formula = item.TryGetProperty("formula", out var f) ? f.GetString() ?? "" : "",
DefaultRate = item.TryGetProperty("defaultRate", out var dr) && dr.ValueKind == System.Text.Json.JsonValueKind.Number ? dr.GetDecimal() : null,
RateLabel = item.TryGetProperty("rateLabel", out var rl) ? rl.GetString() : null,
Notes = item.TryGetProperty("notes", out var n) ? n.GetString() : null,
DisplayOrder = item.TryGetProperty("displayOrder", out var dord) && dord.ValueKind == System.Text.Json.JsonValueKind.Number ? dord.GetInt32() : 0,
IsActive = true,
};
var fieldError = ValidateTemplateFields(dto.FieldsJson);
if (fieldError != null) { errors.Add($"\"{name}\": {fieldError}"); continue; }
var (normalizedFormula, formulaError) = _formulaAiService.NormalizeAndValidate(dto.Formula);
if (formulaError != null) { errors.Add($"\"{name}\": formula error &mdash; {formulaError}"); continue; }
dto.Formula = normalizedFormula;
var entity = _mapper.Map<CustomItemTemplate>(dto);
entity.CompanyId = companyId;
entity.CreatedAt = DateTime.UtcNow;
await _unitOfWork.CustomItemTemplates.AddAsync(entity);
usedNames.Add(name.ToLowerInvariant());
imported++;
}
catch (Exception ex)
{
errors.Add($"Unexpected error on one template: {ex.Message}");
}
}
if (imported > 0)
await _unitOfWork.CompleteAsync();
return Json(new { success = true, imported, skipped, skippedNames, errors });
}
/// <summary>Creates a new formula template for the current company.</summary>
[HttpPost]
public async Task<IActionResult> CreateCustomItemTemplate([FromBody] CreateCustomItemTemplateDto dto)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
if (!ModelState.IsValid)
return Json(new { success = false, message = "Invalid data." });
var fieldError = ValidateTemplateFields(dto.FieldsJson);
if (fieldError != null) return Json(new { success = false, message = fieldError });
var (normalizedFormula, formulaError) = _formulaAiService.NormalizeAndValidate(dto.Formula);
if (formulaError != null) return Json(new { success = false, message = $"Formula error: {formulaError}" });
dto.Formula = normalizedFormula;
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var entity = _mapper.Map<CustomItemTemplate>(dto);
entity.CompanyId = companyId;
entity.CreatedAt = DateTime.UtcNow;
await _unitOfWork.CustomItemTemplates.AddAsync(entity);
await _unitOfWork.CompleteAsync();
return Json(new { success = true, id = entity.Id });
}
/// <summary>Updates an existing formula template owned by the current company.</summary>
[HttpPost]
public async Task<IActionResult> UpdateCustomItemTemplate([FromBody] UpdateCustomItemTemplateDto dto)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
if (!ModelState.IsValid)
return Json(new { success = false, message = "Invalid data." });
var fieldError = ValidateTemplateFields(dto.FieldsJson);
if (fieldError != null) return Json(new { success = false, message = fieldError });
var (normalizedFormula, formulaError) = _formulaAiService.NormalizeAndValidate(dto.Formula);
if (formulaError != null) return Json(new { success = false, message = $"Formula error: {formulaError}" });
dto.Formula = normalizedFormula;
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var entity = await _unitOfWork.CustomItemTemplates.GetByIdAsync(dto.Id);
if (entity == null || entity.CompanyId != companyId)
return Json(new { success = false, message = "Template not found." });
_mapper.Map(dto, entity);
entity.UpdatedAt = DateTime.UtcNow;
// If this was imported from the library, mark it as modified so the share button appears
if (entity.SourceFormulaLibraryItemId.HasValue)
entity.IsModifiedFromSource = true;
await _unitOfWork.CompleteAsync();
return Json(new { success = true });
}
/// <summary>Soft-deletes a formula template owned by the current company.</summary>
[HttpPost]
public async Task<IActionResult> DeleteCustomItemTemplate(int id)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var entity = await _unitOfWork.CustomItemTemplates.GetByIdAsync(id);
if (entity == null || entity.CompanyId != companyId)
return Json(new { success = false, message = "Template not found." });
await _unitOfWork.CustomItemTemplates.SoftDeleteAsync(id);
await _unitOfWork.CompleteAsync();
return Json(new { success = true });
}
// ── Community Library: share / unshare / status ───────────────────────
/// <summary>
/// Returns the community library status for a given template: whether it is published,
/// eligible to share, and where it was originally imported from if applicable.
/// </summary>
[HttpGet]
public async Task<IActionResult> FormulaLibraryStatus(int templateId)
{
if (!AllowCustomFormulas()) return Json(new { canShare = false });
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var status = await _formulaLibraryService.GetTemplateLibraryStatusAsync(templateId, companyId);
return Json(status);
}
/// <summary>
/// Publishes a company template to the community library (or re-publishes after unshare).
/// Only templates that are original creations or modified imports may be shared.
/// </summary>
[HttpPost]
public async Task<IActionResult> ShareFormula([FromBody] PowderCoating.Application.DTOs.Company.ShareFormulaRequest request)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var userId = User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value ?? "";
try
{
var libraryItemId = await _formulaLibraryService.ShareAsync(companyId, userId, request);
return Json(new { success = true, libraryItemId });
}
catch (InvalidOperationException ex)
{
return Json(new { success = false, message = ex.Message });
}
}
/// <summary>Removes a template from the community library. Existing company imports are unaffected.</summary>
[HttpPost]
public async Task<IActionResult> UnshareFormula(int libraryItemId)
{
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
await _formulaLibraryService.UnshareAsync(libraryItemId, companyId);
return Json(new { success = true });
}
/// <summary>
/// Uploads a diagram image for a template to blob storage container
/// <c>formulatemplate-diagrams/{companyId}/{templateId}/diagram.{ext}</c>.
/// Returns the blob path for storage on the entity.
/// </summary>
[HttpPost]
public async Task<IActionResult> UploadTemplateDiagram(int templateId, IFormFile diagramFile)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var entity = await _unitOfWork.CustomItemTemplates.GetByIdAsync(templateId);
if (entity == null || entity.CompanyId != companyId)
return Json(new { success = false, message = "Template not found." });
var allowedTypes = new[] { "image/jpeg", "image/png", "image/gif", "image/webp" };
if (!allowedTypes.Contains(diagramFile.ContentType.ToLowerInvariant()))
return Json(new { success = false, message = "Only JPEG, PNG, GIF, or WebP images are allowed." });
if (diagramFile.Length > 10 * 1024 * 1024)
return Json(new { success = false, message = "Image must be under 10 MB." });
var ext = Path.GetExtension(diagramFile.FileName).ToLowerInvariant().TrimStart('.');
var blobPath = $"{companyId}/{templateId}/diagram.{ext}";
using var stream = diagramFile.OpenReadStream();
var (ok, err) = await _blobStorage.UploadAsync("formulatemplate-diagrams", blobPath, stream, diagramFile.ContentType);
if (!ok)
return Json(new { success = false, message = err });
entity.DiagramImagePath = blobPath;
entity.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.CompleteAsync();
return Json(new { success = true, diagramImagePath = blobPath });
}
/// <summary>
/// Serves a template diagram image from blob storage. The path is tenant-scoped
/// so cross-company access is prevented by checking CompanyId on the template.
/// </summary>
[HttpGet]
public async Task<IActionResult> TemplateDiagram(int templateId)
{
var companyId = _tenantContext.GetCurrentCompanyId()!.Value;
var entity = await _unitOfWork.CustomItemTemplates.GetByIdAsync(templateId);
if (entity == null || entity.CompanyId != companyId || string.IsNullOrEmpty(entity.DiagramImagePath))
return NotFound();
var (ok, bytes, contentType, _) = await _blobStorage.DownloadAsync("formulatemplate-diagrams", entity.DiagramImagePath);
if (!ok || bytes == null || bytes.Length == 0) return NotFound();
return File(bytes, contentType ?? "image/jpeg");
}
/// <summary>
/// Evaluates a NCalc formula with the supplied variable values, automatically injecting
/// three read-only shop-rate variables sourced from the company's operating costs:
/// <c>standard_labor_rate</c>, <c>additional_coat_labor_pct</c>, and <c>markup_pct</c>.
/// User-supplied variables take precedence so the test panel can override them.
/// </summary>
[HttpPost]
public async Task<IActionResult> EvaluateFormula([FromBody] EvaluateFormulaRequest req)
{
if (!AllowCustomFormulas()) return Json(new { success = false, message = "Custom Formulas are not available on your current plan." });
// Inject shop-rate system variables; user-supplied values win if the same key appears in both.
var companyId = _tenantContext.GetCurrentCompanyId();
if (companyId != null)
{
var costs = await _unitOfWork.CompanyOperatingCosts.FirstOrDefaultAsync(c => c.CompanyId == companyId.Value);
if (costs != null)
req = InjectShopRateVariables(req, costs);
}
var result = _formulaAiService.EvaluateFormula(req);
return Json(result);
}
/// <summary>
/// Merges <c>standard_labor_rate</c>, <c>additional_coat_labor_pct</c>, and <c>markup_pct</c>
/// from <paramref name="costs"/> into the request's variable map without overwriting any key
/// the caller already set (so the test panel can still override these values explicitly).
/// </summary>
private static EvaluateFormulaRequest InjectShopRateVariables(
EvaluateFormulaRequest req, CompanyOperatingCosts costs)
{
var vars = System.Text.Json.JsonSerializer
.Deserialize<Dictionary<string, System.Text.Json.JsonElement>>(req.VariablesJson ?? "{}") ?? new();
void Inject(string key, decimal value)
{
if (!vars.ContainsKey(key))
vars[key] = System.Text.Json.JsonDocument.Parse(value.ToString("G")).RootElement.Clone();
}
Inject("standard_labor_rate", costs.StandardLaborRate);
Inject("additional_coat_labor_pct", costs.AdditionalCoatLaborPercent);
Inject("markup_pct", costs.GeneralMarkupPercentage);
return new EvaluateFormulaRequest
{
Formula = req.Formula,
VariablesJson = System.Text.Json.JsonSerializer.Serialize(vars)
};
}
/// <summary>
/// Calls Claude to generate a formula template from a natural-language description
/// and an optional diagram image uploaded in the same multipart form.
/// </summary>
[HttpPost]
public async Task<IActionResult> GenerateFormulaFromAi([FromForm] string description, IFormFile? diagramImage)
{
if (!AllowCustomFormulas()) return Json(new { success = false, error = "Custom Formulas are not available on your current plan." });
if (string.IsNullOrWhiteSpace(description))
return Json(new { success = false, error = "Description is required." });
byte[]? imageBytes = null;
string? imageContentType = null;
if (diagramImage is { Length: > 0 })
{
using var ms = new MemoryStream();
await diagramImage.CopyToAsync(ms);
imageBytes = ms.ToArray();
imageContentType = diagramImage.ContentType;
}
var result = await _formulaAiService.GenerateFormulaAsync(
new GenerateFormulaFromAiRequest { Description = description },
imageBytes,
imageContentType);
return Json(result);
}
/// <summary>
/// Validates field variable names in a fieldsJson array against NCalc identifier rules:
/// must start with a letter, contain only letters/digits/underscores, and not use the
/// reserved name "rate" (which is auto-populated from the template's Default Rate).
/// Returns an error message string on failure, or null if all names are valid.
/// </summary>
private static string? ValidateTemplateFields(string? fieldsJson)
{
if (string.IsNullOrWhiteSpace(fieldsJson)) return null;
List<System.Text.Json.JsonElement>? fields;
try
{
fields = System.Text.Json.JsonSerializer.Deserialize<List<System.Text.Json.JsonElement>>(fieldsJson);
}
catch { return "Invalid fields JSON."; }
if (fields == null) return null;
var nameRegex = new System.Text.RegularExpressions.Regex(@"^[a-zA-Z][a-zA-Z0-9_]*$");
var seen = new HashSet<string>(StringComparer.Ordinal);
foreach (var field in fields)
{
var name = field.TryGetProperty("name", out var nameProp) ? nameProp.GetString() ?? "" : "";
if (string.IsNullOrEmpty(name))
return "All fields must have a variable name.";
if (name == "rate")
return $"\"rate\" is a reserved variable name — it is pre-populated from the template's Default Rate.";
if (!nameRegex.IsMatch(name))
return $"Invalid field name \"{name}\": must start with a letter and contain only letters, digits, or underscores.";
if (!seen.Add(name))
return $"Duplicate field name \"{name}\".";
}
return null;
}
} }
public record SaveTemplateJsonRequest(int Id, string? Subject, string? Body); public record SaveTemplateJsonRequest(int Id, string? Subject, string? Body);
@@ -293,6 +293,48 @@ public class DataPurgeController : Controller
break; break;
case "Jobs": case "Jobs":
// Collect IDs first so all FK cleanup targets the exact same set of jobs.
var purgingJobIds = await _db.Jobs.IgnoreQueryFilters()
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff)
.Select(e => e.Id)
.ToListAsync();
if (purgingJobIds.Count > 0)
{
// Non-nullable FK children must be deleted before the parent row can go.
// ReworkRecord.JobId (Restrict), PowderUsageLog.JobId (NoAction),
// OvenBatchItem.JobId (NoAction) — cannot be nulled, so rows are removed.
await _db.ReworkRecords.IgnoreQueryFilters()
.Where(r => purgingJobIds.Contains(r.JobId))
.ExecuteDeleteAsync();
await _db.PowderUsageLogs.IgnoreQueryFilters()
.Where(l => purgingJobIds.Contains(l.JobId))
.ExecuteDeleteAsync();
await _db.OvenBatchItems.IgnoreQueryFilters()
.Where(i => purgingJobIds.Contains(i.JobId))
.ExecuteDeleteAsync();
// Nullable FKs with NO ACTION / RESTRICT — null them out so the DELETE
// does not violate the constraint. KioskSession and NotificationLog are
// excluded here because their FKs use SET NULL and the DB handles them.
await _db.Invoices.IgnoreQueryFilters()
.Where(i => i.JobId.HasValue && purgingJobIds.Contains(i.JobId.Value))
.ExecuteUpdateAsync(s => s.SetProperty(i => i.JobId, (int?)null));
await _db.Deposits.IgnoreQueryFilters()
.Where(d => d.JobId.HasValue && purgingJobIds.Contains(d.JobId.Value))
.ExecuteUpdateAsync(s => s.SetProperty(d => d.JobId, (int?)null));
await _db.Appointments.IgnoreQueryFilters()
.Where(a => a.JobId.HasValue && purgingJobIds.Contains(a.JobId.Value))
.ExecuteUpdateAsync(s => s.SetProperty(a => a.JobId, (int?)null));
await _db.BillLineItems.IgnoreQueryFilters()
.Where(b => b.JobId.HasValue && purgingJobIds.Contains(b.JobId.Value))
.ExecuteUpdateAsync(s => s.SetProperty(b => b.JobId, (int?)null));
await _db.Expenses.IgnoreQueryFilters()
.Where(e => e.JobId.HasValue && purgingJobIds.Contains(e.JobId.Value))
.ExecuteUpdateAsync(s => s.SetProperty(e => e.JobId, (int?)null));
await _db.InventoryTransactions.IgnoreQueryFilters()
.Where(t => t.JobId.HasValue && purgingJobIds.Contains(t.JobId.Value))
.ExecuteUpdateAsync(s => s.SetProperty(t => t.JobId, (int?)null));
}
count = await _db.Jobs.IgnoreQueryFilters() count = await _db.Jobs.IgnoreQueryFilters()
.Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync(); .Where(e => e.IsDeleted && e.DeletedAt <= cutoff).ExecuteDeleteAsync();
break; break;
@@ -0,0 +1,142 @@
using AutoMapper;
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
using PowderCoating.Application.Interfaces;
using PowderCoating.Core.Interfaces;
using PowderCoating.Shared.Constants;
namespace PowderCoating.Web.Controllers;
/// <summary>
/// Community formula library — browse published formulas from all companies and import
/// them into the current company's local template list.
/// </summary>
[Authorize(Policy = AppConstants.Policies.CanViewData)]
public class FormulaLibraryController : Controller
{
private readonly IFormulaLibraryService _libraryService;
private readonly ITenantContext _tenantContext;
private readonly IMapper _mapper;
private readonly IAzureBlobStorageService _blobStorage;
public FormulaLibraryController(
IFormulaLibraryService libraryService,
ITenantContext tenantContext,
IMapper mapper,
IAzureBlobStorageService blobStorage)
{
_libraryService = libraryService;
_tenantContext = tenantContext;
_mapper = mapper;
_blobStorage = blobStorage;
}
/// <summary>Browse the community library with optional search and filter params.</summary>
// GET: /FormulaLibrary
public async Task<IActionResult> Index(
string? search = null,
string? outputMode = null,
string? industryHint = null)
{
var companyId = _tenantContext.GetCurrentCompanyId();
if (companyId == null) return RedirectToAction("Index", "Home");
var items = await _libraryService.BrowseAsync(companyId.Value, search, outputMode, industryHint);
ViewBag.Search = search;
ViewBag.OutputMode = outputMode;
ViewBag.IndustryHint = industryHint;
ViewBag.TotalCount = items.Count();
return View(items);
}
/// <summary>Returns full detail JSON for the import preview modal.</summary>
// GET: /FormulaLibrary/Detail/5
[HttpGet]
public async Task<IActionResult> Detail(int id)
{
var companyId = _tenantContext.GetCurrentCompanyId();
if (companyId == null) return Json(new { error = "No company context." });
var detail = await _libraryService.GetDetailAsync(id, companyId.Value);
if (detail == null) return NotFound();
return Json(detail);
}
/// <summary>
/// Serves a formula diagram image by blob storage path. Used for library cards where the
/// diagram belongs to another company's template blob container.
/// </summary>
// GET: /FormulaLibrary/Diagram?path=...
[HttpGet]
public async Task<IActionResult> Diagram(string path)
{
if (string.IsNullOrWhiteSpace(path)) return NotFound();
// Sanitize: path must not escape the blob container
if (path.Contains("..") || path.StartsWith("/") || path.StartsWith("\\"))
return BadRequest();
var (ok, bytes, contentType, _) = await _blobStorage.DownloadAsync("formulatemplate-diagrams", path);
if (!ok || bytes == null || bytes.Length == 0) return NotFound();
return File(bytes, contentType ?? "image/jpeg");
}
/// <summary>
/// Records or toggles a thumbs-up/down vote for the current company.
/// Returns updated counts so the UI can update without a page reload.
/// Companies cannot rate their own formulas; own-formula cards have no rating buttons.
/// </summary>
// POST: /FormulaLibrary/Rate
[HttpPost]
[ValidateAntiForgeryToken]
public async Task<IActionResult> Rate([FromBody] RateFormulaRequest request)
{
var companyId = _tenantContext.GetCurrentCompanyId();
if (companyId == null) return Json(new { success = false, message = "No company context." });
try
{
var (up, down, myVote) = await _libraryService.RateAsync(
request.LibraryItemId, companyId.Value, request.IsPositive);
return Json(new { success = true, thumbsUp = up, thumbsDown = down, myVote });
}
catch (InvalidOperationException ex)
{
return Json(new { success = false, message = ex.Message });
}
}
/// <summary>Imports a library entry as a new local template for the current company.</summary>
// POST: /FormulaLibrary/Import
[HttpPost]
[ValidateAntiForgeryToken]
[Authorize(Policy = AppConstants.Policies.CompanyAdminOnly)]
public async Task<IActionResult> Import(int libraryItemId)
{
var companyId = _tenantContext.GetCurrentCompanyId();
if (companyId == null)
return Json(new { success = false, message = "No company context." });
try
{
var userId = User.FindFirst(System.Security.Claims.ClaimTypes.NameIdentifier)?.Value ?? "";
var templateId = await _libraryService.ImportAsync(libraryItemId, companyId.Value, userId);
return Json(new { success = true, templateId });
}
catch (Exception ex)
{
return Json(new { success = false, message = ex.Message });
}
}
}
/// <summary>Body for the Rate endpoint.</summary>
public class RateFormulaRequest
{
public int LibraryItemId { get; set; }
/// <summary>True = thumbs up, false = thumbs down.</summary>
public bool IsPositive { get; set; }
}
@@ -125,5 +125,23 @@ namespace PowderCoating.Web.Controllers
{ {
return View(); return View();
} }
/// <summary>
/// Serves the Custom Formula Item Templates help article explaining how to create NCalc formula
/// templates, use the AI generator, and add formula items to quotes and jobs.
/// </summary>
public IActionResult CustomFormulaTemplates()
{
return View();
}
/// <summary>
/// Serves the Timeclock help article explaining clock in/out, multi-segment days, the kiosk tablet
/// mode with PIN authentication, manager edit/delete tools, and the Attendance report.
/// </summary>
public IActionResult Timeclock()
{
return View();
}
} }
} }
@@ -56,15 +56,16 @@ public class InventoryController : Controller
/// <summary> /// <summary>
/// Displays the paginated inventory list with optional keyword search, category filter, /// Displays the paginated inventory list with optional keyword search, category filter,
/// and a low-stock quick-filter. When lowStockOnly is active the default sort switches /// color family filter, and a low-stock quick-filter. When lowStockOnly is active the
/// to QuantityOnHand ascending so the most depleted items surface immediately. Stats /// default sort switches to QuantityOnHand ascending so the most depleted items surface
/// (total value, active count, low-stock count) are computed directly on the DbSet /// immediately. Stats (total value, active count, low-stock count) are computed directly
/// using aggregate SQL to avoid loading all rows into memory. /// on the DbSet using aggregate SQL to avoid loading all rows into memory.
/// </summary> /// </summary>
public async Task<IActionResult> Index( public async Task<IActionResult> Index(
string? searchTerm, string? searchTerm,
string? category, string? category,
string? location, string? location,
string? colorFamily,
string? sortColumn, string? sortColumn,
string sortDirection = "asc", string sortDirection = "asc",
bool lowStockOnly = false, bool lowStockOnly = false,
@@ -88,64 +89,35 @@ public class InventoryController : Controller
}; };
gridRequest.Validate(); gridRequest.Validate();
// Build filter — compose search, category, location, and low-stock predicates
System.Linq.Expressions.Expression<Func<InventoryItem, bool>>? filter = null;
var hasSearch = !string.IsNullOrWhiteSpace(searchTerm); var hasSearch = !string.IsNullOrWhiteSpace(searchTerm);
var hasCategory = !string.IsNullOrWhiteSpace(category); var hasCategory = !string.IsNullOrWhiteSpace(category);
var hasLocation = !string.IsNullOrWhiteSpace(location); var hasLocation = !string.IsNullOrWhiteSpace(location);
var hasColorFamily = !string.IsNullOrWhiteSpace(colorFamily);
var search = searchTerm?.ToLower() ?? ""; var search = searchTerm?.ToLower() ?? "";
var cat = category ?? ""; var cat = category ?? "";
var loc = location ?? ""; var loc = location ?? "";
var colorFam = colorFamily ?? "";
if (lowStockOnly && hasSearch && hasLocation) // Single composable predicate — EF Core evaluates the captured booleans as constants
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint // so inactive conditions fold to true and are omitted from the generated SQL WHERE clause.
&& (i.Location != null && i.Location.ToLower() == loc.ToLower()) System.Linq.Expressions.Expression<Func<InventoryItem, bool>>? filter = null;
&& (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search) if (hasSearch || hasCategory || hasLocation || hasColorFamily || lowStockOnly)
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search)) {
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search))); filter = i =>
else if (lowStockOnly && hasSearch) (!lowStockOnly || (i.IsActive && i.QuantityOnHand <= i.ReorderPoint)) &&
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint (!hasSearch || (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
&& (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)));
else if (lowStockOnly && hasLocation)
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
else if (lowStockOnly)
filter = i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint;
else if (hasSearch && hasCategory && hasLocation)
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search)) || (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search)) || (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search))) || (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))) &&
&& i.Category.ToLower() == cat.ToLower() (!hasCategory || i.Category.ToLower() == cat.ToLower()) &&
&& (i.Location != null && i.Location.ToLower() == loc.ToLower()); (!hasLocation || (i.Location != null && i.Location.ToLower() == loc.ToLower())) &&
else if (hasSearch && hasCategory) (!hasColorFamily || (i.ColorFamilies != null && (
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search) i.ColorFamilies == colorFam ||
|| (i.Description != null && i.Description.ToLower().Contains(search)) i.ColorFamilies.StartsWith(colorFam + ",") ||
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search)) i.ColorFamilies.EndsWith("," + colorFam) ||
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search))) i.ColorFamilies.Contains("," + colorFam + ","))));
&& i.Category.ToLower() == cat.ToLower(); }
else if (hasSearch && hasLocation)
filter = i => (i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search)))
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
else if (hasSearch)
filter = i => i.SKU.ToLower().Contains(search) || i.Name.ToLower().Contains(search)
|| (i.Description != null && i.Description.ToLower().Contains(search))
|| (i.ColorName != null && i.ColorName.ToLower().Contains(search))
|| (i.Manufacturer != null && i.Manufacturer.ToLower().Contains(search));
else if (hasCategory && hasLocation)
filter = i => i.Category.ToLower() == cat.ToLower()
&& (i.Location != null && i.Location.ToLower() == loc.ToLower());
else if (hasCategory)
filter = i => i.Category.ToLower() == cat.ToLower();
else if (hasLocation)
filter = i => i.Location != null && i.Location.ToLower() == loc.ToLower();
// Build orderBy function // Build orderBy function
Func<IQueryable<InventoryItem>, IOrderedQueryable<InventoryItem>> orderBy = gridRequest.SortColumn switch Func<IQueryable<InventoryItem>, IOrderedQueryable<InventoryItem>> orderBy = gridRequest.SortColumn switch
@@ -179,6 +151,14 @@ public class InventoryController : Controller
var allItems = (await _unitOfWork.InventoryItems.FindAsync(i => i.CompanyId == companyId)).ToList(); 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.Categories = allItems.Select(i => i.Category).Where(c => c != null).Distinct().OrderBy(c => c).ToList();
ViewBag.Locations = allItems.Select(i => i.Location).Where(l => !string.IsNullOrWhiteSpace(l)).Distinct().OrderBy(l => l).ToList(); ViewBag.Locations = allItems.Select(i => i.Location).Where(l => !string.IsNullOrWhiteSpace(l)).Distinct().OrderBy(l => l).ToList();
ViewBag.ColorFamilies = allItems
.Where(i => !string.IsNullOrEmpty(i.ColorFamilies))
.SelectMany(i => i.ColorFamilies!.Split(',', StringSplitOptions.RemoveEmptyEntries))
.Select(f => f.Trim())
.Where(f => f.Length > 0)
.Distinct()
.OrderBy(f => f)
.ToList();
ViewBag.StatsLowStockCount = allItems.Count(i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint); ViewBag.StatsLowStockCount = allItems.Count(i => i.IsActive && i.QuantityOnHand <= i.ReorderPoint);
ViewBag.StatsActiveCount = allItems.Count(i => i.IsActive); ViewBag.StatsActiveCount = allItems.Count(i => i.IsActive);
ViewBag.StatsTotalValue = allItems.Sum(i => (decimal?)i.QuantityOnHand * i.UnitCost) ?? 0m; ViewBag.StatsTotalValue = allItems.Sum(i => (decimal?)i.QuantityOnHand * i.UnitCost) ?? 0m;
@@ -187,6 +167,7 @@ public class InventoryController : Controller
ViewBag.SearchTerm = searchTerm; ViewBag.SearchTerm = searchTerm;
ViewBag.Category = category; ViewBag.Category = category;
ViewBag.Location = location; ViewBag.Location = location;
ViewBag.ColorFamily = colorFamily;
ViewBag.LowStockOnly = lowStockOnly; ViewBag.LowStockOnly = lowStockOnly;
ViewBag.SortColumn = gridRequest.SortColumn; ViewBag.SortColumn = gridRequest.SortColumn;
ViewBag.SortDirection = gridRequest.SortDirection; ViewBag.SortDirection = gridRequest.SortDirection;
@@ -1241,9 +1222,13 @@ public class InventoryController : Controller
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0; var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
// Find the default coating category to assign // Find the default coating category to assign.
// Prefer the canonical "POWDER" category (CategoryCode == "POWDER") so catalog-sourced
// items always land in the right bucket regardless of how many IsCoating categories exist.
var categories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId); var categories = await _unitOfWork.InventoryCategoryLookups.FindAsync(c => c.CompanyId == companyId);
var coatingCategory = categories var coatingCategory = categories.FirstOrDefault(c => c.IsActive && c.IsCoating
&& c.CategoryCode.Equals("POWDER", StringComparison.OrdinalIgnoreCase))
?? categories
.Where(c => c.IsActive && c.IsCoating) .Where(c => c.IsActive && c.IsCoating)
.OrderBy(c => c.DisplayOrder) .OrderBy(c => c.DisplayOrder)
.FirstOrDefault(); .FirstOrDefault();
@@ -1657,8 +1642,10 @@ public class InventoryController : Controller
var userId = _userManager.GetUserId(User); var userId = _userManager.GetUserId(User);
var recentCutoff = DateTime.UtcNow.AddDays(-7);
var myJobs = (await _unitOfWork.Jobs.FindAsync( var myJobs = (await _unitOfWork.Jobs.FindAsync(
j => !j.JobStatus.IsTerminalStatus && j.AssignedUserId == userId, j => (!j.JobStatus.IsTerminalStatus || j.UpdatedAt >= recentCutoff) && j.AssignedUserId == userId,
false, false,
j => j.Customer, j => j.Customer,
j => j.JobStatus)) j => j.JobStatus))
@@ -1666,7 +1653,7 @@ public class InventoryController : Controller
.Select(j => new ScanJobOption .Select(j => new ScanJobOption
{ {
Id = j.Id, Id = j.Id,
JobNumber = j.JobNumber, JobNumber = j.JobNumber + (j.JobStatus.IsTerminalStatus ? " (completed)" : ""),
CustomerName = j.Customer != null CustomerName = j.Customer != null
? (j.Customer.CompanyName ?? j.Customer.ContactFirstName + " " + j.Customer.ContactLastName) ? (j.Customer.CompanyName ?? j.Customer.ContactFirstName + " " + j.Customer.ContactLastName)
: "No Customer" : "No Customer"
@@ -1675,7 +1662,7 @@ public class InventoryController : Controller
var myJobIds = myJobs.Select(j => j.Id).ToHashSet(); var myJobIds = myJobs.Select(j => j.Id).ToHashSet();
var otherJobs = (await _unitOfWork.Jobs.FindAsync( var otherJobs = (await _unitOfWork.Jobs.FindAsync(
j => !j.JobStatus.IsTerminalStatus && !myJobIds.Contains(j.Id), j => (!j.JobStatus.IsTerminalStatus || j.UpdatedAt >= recentCutoff) && !myJobIds.Contains(j.Id),
false, false,
j => j.Customer, j => j.Customer,
j => j.JobStatus)) j => j.JobStatus))
@@ -1684,7 +1671,7 @@ public class InventoryController : Controller
.Select(j => new ScanJobOption .Select(j => new ScanJobOption
{ {
Id = j.Id, Id = j.Id,
JobNumber = j.JobNumber, JobNumber = j.JobNumber + (j.JobStatus.IsTerminalStatus ? " (completed)" : ""),
CustomerName = j.Customer != null CustomerName = j.Customer != null
? (j.Customer.CompanyName ?? j.Customer.ContactFirstName + " " + j.Customer.ContactLastName) ? (j.Customer.CompanyName ?? j.Customer.ContactFirstName + " " + j.Customer.ContactLastName)
: "No Customer" : "No Customer"
@@ -1701,9 +1688,64 @@ public class InventoryController : Controller
} }
/// <summary> /// <summary>
/// Records powder usage logged via the mobile scan page. Creates a JobUsage /// Core inventory usage recording logic shared by LogUsage (scan page) and LogMaterial (modal).
/// InventoryTransaction (and PowderUsageLog) when a job is selected, or an /// Deducts quantityUsed from QuantityOnHand, writes an InventoryTransaction, and posts GL entries.
/// Adjustment transaction when logging without a job. Updates QuantityOnHand. /// </summary>
private async Task<InventoryUsageResult> RecordInventoryUsageAsync(
int inventoryItemId, int? jobId, decimal quantityUsed,
InventoryTransactionType transactionType, string? notes)
{
var item = await _unitOfWork.InventoryItems.GetByIdAsync(inventoryItemId);
if (item == null)
return new InventoryUsageResult(false, "Inventory item not found.", 0, "", "");
string? reference = null;
if (jobId.HasValue)
{
var job = await _unitOfWork.Jobs.GetByIdAsync(jobId.Value);
reference = job != null ? $"Job {job.JobNumber}" : null;
}
item.QuantityOnHand -= quantityUsed;
item.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.InventoryItems.UpdateAsync(item);
var txn = new InventoryTransaction
{
InventoryItemId = item.Id,
TransactionType = transactionType,
Quantity = -quantityUsed,
UnitCost = item.UnitCost,
TotalCost = quantityUsed * item.UnitCost,
TransactionDate = DateTime.UtcNow,
BalanceAfter = item.QuantityOnHand,
JobId = jobId,
Reference = reference,
Notes = notes?.Trim(),
CompanyId = item.CompanyId,
CreatedAt = DateTime.UtcNow
};
await _unitOfWork.InventoryTransactions.AddAsync(txn);
await _unitOfWork.CompleteAsync();
if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
{
var cost = quantityUsed * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
}
return new InventoryUsageResult(
true,
$"Logged {quantityUsed:N2} {item.UnitOfMeasure} of {item.Name}. New balance: {item.QuantityOnHand:N2} {item.UnitOfMeasure}.",
item.QuantityOnHand,
item.UnitOfMeasure,
item.Name);
}
/// <summary>
/// Records powder usage from the mobile scan page. Resolves the used quantity
/// (caller already converts "remaining weight" to delta before posting) and redirects to ScanSuccess.
/// </summary> /// </summary>
[HttpPost] [HttpPost]
[ValidateAntiForgeryToken] [ValidateAntiForgeryToken]
@@ -1712,55 +1754,26 @@ public class InventoryController : Controller
{ {
try try
{ {
var item = await _unitOfWork.InventoryItems.GetByIdAsync(inventoryItemId);
if (item == null) return NotFound();
if (quantity <= 0) if (quantity <= 0)
{ {
TempData["ScanError"] = "Quantity must be greater than zero."; TempData["ScanError"] = "Quantity must be greater than zero.";
return RedirectToAction(nameof(Scan), new { id = inventoryItemId }); return RedirectToAction(nameof(Scan), new { id = inventoryItemId });
} }
var userId = _userManager.GetUserId(User) ?? string.Empty; var result = await RecordInventoryUsageAsync(
// Scan-based logging always records as JobUsage; Adjustment is for manual stock corrections only inventoryItemId, jobId, quantity,
var txnType = InventoryTransactionType.JobUsage; InventoryTransactionType.JobUsage, notes);
item.QuantityOnHand -= quantity; if (!result.Success)
item.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.InventoryItems.UpdateAsync(item);
var txn = new InventoryTransaction
{ {
InventoryItemId = item.Id, TempData["ScanError"] = result.Message;
TransactionType = txnType, return RedirectToAction(nameof(Scan), new { id = inventoryItemId });
Quantity = -quantity,
UnitCost = item.UnitCost,
TotalCost = quantity * item.UnitCost,
TransactionDate = DateTime.UtcNow,
BalanceAfter = item.QuantityOnHand,
JobId = jobId,
Reference = jobId.HasValue ? $"Job #{jobId}" : null,
Notes = notes?.Trim()
};
await _unitOfWork.InventoryTransactions.AddAsync(txn);
await _unitOfWork.SaveChangesAsync();
// GL: DR COGS, CR Inventory Asset — no-op if accounts not configured on the item
if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
{
var cost = quantity * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
} }
// PowderUsageLog requires a specific JobItem + Coat FK — scan-based logging TempData["ScanSuccess"] = result.Message;
// doesn't have that context, so we rely on the InventoryTransaction alone
// for the audit trail. Coat-level PowderUsageLogs are created by the job workflow.
TempData["ScanSuccess"] = $"Logged {quantity:N2} {item.UnitOfMeasure} of {item.Name}. New balance: {item.QuantityOnHand:N2} {item.UnitOfMeasure}.";
TempData["ScanItemId"] = inventoryItemId.ToString(); TempData["ScanItemId"] = inventoryItemId.ToString();
TempData["ScanJobId"] = jobId?.ToString(); TempData["ScanJobId"] = jobId?.ToString();
TempData["ScanItemName"] = item.Name; TempData["ScanItemName"] = result.ItemName;
return RedirectToAction(nameof(ScanSuccess)); return RedirectToAction(nameof(ScanSuccess));
} }
catch (Exception ex) catch (Exception ex)
@@ -1771,6 +1784,43 @@ public class InventoryController : Controller
} }
} }
/// <summary>
/// Records manual material usage from the job details modal. Accepts JSON, resolves
/// the amount used (caller sends the already-computed used quantity), and returns JSON
/// so the modal can close and refresh inline.
/// </summary>
[HttpPost]
[ValidateAntiForgeryToken]
public async Task<IActionResult> LogMaterial([FromBody] LogMaterialRequest req)
{
try
{
if (req.QuantityUsed <= 0)
return Json(new { success = false, message = "Quantity used must be greater than zero." });
var txnType = req.TransactionType == "Waste"
? InventoryTransactionType.Waste
: InventoryTransactionType.JobUsage;
var result = await RecordInventoryUsageAsync(
req.InventoryItemId, req.JobId, req.QuantityUsed, txnType, req.Notes);
return Json(new
{
success = result.Success,
message = result.Message,
newBalance = result.NewBalance,
unitOfMeasure = result.UnitOfMeasure,
itemName = result.ItemName
});
}
catch (Exception ex)
{
_logger.LogError(ex, "Error logging material for job {JobId}", req.JobId);
return Json(new { success = false, message = "An error occurred. Please try again." });
}
}
/// <summary> /// <summary>
/// Success screen shown after a usage log is saved. Offers "Log Another Item for /// Success screen shown after a usage log is saved. Offers "Log Another Item for
/// This Job" and "Done" options. /// This Job" and "Done" options.
@@ -2018,7 +2068,7 @@ public class InventoryController : Controller
/// <summary> /// <summary>
/// Returns the current values of a JobUsage InventoryTransaction plus a list of active /// Returns the current values of a JobUsage InventoryTransaction plus a list of active
/// jobs so the edit modal can be pre-populated without a full page reload. /// jobs (plus the currently assigned job even if terminal) for the edit modal.
/// </summary> /// </summary>
[HttpGet] [HttpGet]
public async Task<IActionResult> GetUsageForEdit(int id) public async Task<IActionResult> GetUsageForEdit(int id)
@@ -2049,10 +2099,27 @@ public class InventoryController : Controller
}) })
.ToList(); .ToList();
// If the assigned job has terminal status it won't appear in the active list; insert it at the top
// so the dropdown pre-selects correctly and the user can see the existing job assignment.
if (txn.JobId.HasValue && jobs.All(j => j.Id != txn.JobId.Value))
{
var assignedJob = await _unitOfWork.Jobs.GetByIdAsync(txn.JobId.Value, false, j => j.Customer);
if (assignedJob != null)
jobs.Insert(0, new ScanJobOption
{
Id = assignedJob.Id,
JobNumber = assignedJob.JobNumber,
CustomerName = assignedJob.Customer != null
? (assignedJob.Customer.CompanyName ?? $"{assignedJob.Customer.ContactFirstName} {assignedJob.Customer.ContactLastName}".Trim())
: "No Customer"
});
}
return Json(new return Json(new
{ {
transactionId = txn.Id, transactionId = txn.Id,
jobId = txn.JobId, jobId = txn.JobId,
quantity = Math.Abs(txn.Quantity),
notes = txn.Notes, notes = txn.Notes,
transactionDate = txn.TransactionDate.ToString("yyyy-MM-ddTHH:mm"), transactionDate = txn.TransactionDate.ToString("yyyy-MM-ddTHH:mm"),
itemName = txn.InventoryItem?.Name, itemName = txn.InventoryItem?.Name,
@@ -2061,14 +2128,15 @@ public class InventoryController : Controller
} }
/// <summary> /// <summary>
/// Saves edits to a JobUsage InventoryTransaction's job assignment, notes, and date. /// Saves edits to a JobUsage InventoryTransaction: job assignment, quantity, notes, and date.
/// Quantity and balance are not changed. /// When quantity changes the InventoryItem.QuantityOnHand is adjusted by the delta so the
/// ledger balance remains consistent.
/// </summary> /// </summary>
[HttpPost] [HttpPost]
[ValidateAntiForgeryToken] [ValidateAntiForgeryToken]
public async Task<IActionResult> EditUsageTransaction(int id, int? jobId, string? notes, DateTime transactionDate) public async Task<IActionResult> EditUsageTransaction(int id, int? jobId, string? notes, DateTime transactionDate, decimal? quantity)
{ {
var txn = await _unitOfWork.InventoryTransactions.GetByIdAsync(id); var txn = await _unitOfWork.InventoryTransactions.GetByIdAsync(id, false, t => t.InventoryItem);
if (txn == null) return NotFound(); if (txn == null) return NotFound();
if (txn.TransactionType != InventoryTransactionType.JobUsage if (txn.TransactionType != InventoryTransactionType.JobUsage
&& txn.TransactionType != InventoryTransactionType.Adjustment) && txn.TransactionType != InventoryTransactionType.Adjustment)
@@ -2090,6 +2158,28 @@ public class InventoryController : Controller
if (jobId.HasValue && txn.TransactionType == InventoryTransactionType.Adjustment) if (jobId.HasValue && txn.TransactionType == InventoryTransactionType.Adjustment)
txn.TransactionType = InventoryTransactionType.JobUsage; txn.TransactionType = InventoryTransactionType.JobUsage;
// Adjust inventory when the logged quantity is changed.
// txn.Quantity is stored as a negative number for usage (e.g. -3.5 for 3.5 lbs used).
if (quantity.HasValue && quantity.Value > 0)
{
var oldUsed = Math.Abs(txn.Quantity);
var newUsed = quantity.Value;
if (oldUsed != newUsed)
{
var item = txn.InventoryItem ?? await _unitOfWork.InventoryItems.GetByIdAsync(txn.InventoryItemId);
if (item != null)
{
// Positive delta means less was actually used → restore the difference to inventory.
item.QuantityOnHand += oldUsed - newUsed;
item.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.InventoryItems.UpdateAsync(item);
txn.BalanceAfter = item.QuantityOnHand;
}
txn.Quantity = -newUsed;
txn.TotalCost = newUsed * txn.UnitCost;
}
}
txn.Notes = notes?.Trim(); txn.Notes = notes?.Trim();
txn.TransactionDate = transactionDate.Kind == DateTimeKind.Utc txn.TransactionDate = transactionDate.Kind == DateTimeKind.Utc
? transactionDate : DateTime.SpecifyKind(transactionDate, DateTimeKind.Utc); ? transactionDate : DateTime.SpecifyKind(transactionDate, DateTimeKind.Utc);
@@ -2109,3 +2199,21 @@ public class ScanJobOption
public string JobNumber { get; set; } = string.Empty; public string JobNumber { get; set; } = string.Empty;
public string CustomerName { get; set; } = string.Empty; public string CustomerName { get; set; } = string.Empty;
} }
/// <summary>Result returned by RecordInventoryUsageAsync.</summary>
public record InventoryUsageResult(
bool Success,
string Message,
decimal NewBalance,
string UnitOfMeasure,
string ItemName);
/// <summary>JSON body for the LogMaterial endpoint (job details modal).</summary>
public class LogMaterialRequest
{
public int JobId { get; set; }
public int InventoryItemId { get; set; }
public decimal QuantityUsed { get; set; }
public string TransactionType { get; set; } = "JobUsage";
public string? Notes { get; set; }
}
@@ -372,6 +372,7 @@ public class InvoicesController : Controller
dto.JobId = job.Id; dto.JobId = job.Id;
dto.CustomerId = job.CustomerId; dto.CustomerId = job.CustomerId;
dto.CustomerPO = job.CustomerPO; dto.CustomerPO = job.CustomerPO;
dto.ProjectName = job.ProjectName;
// Resolve catalog item revenue accounts for pre-population // Resolve catalog item revenue accounts for pre-population
var catalogItemIds = job.JobItems var catalogItemIds = job.JobItems
@@ -710,6 +711,7 @@ public class InvoicesController : Controller
InternalNotes = dto.InternalNotes, InternalNotes = dto.InternalNotes,
Terms = dto.Terms, Terms = dto.Terms,
CustomerPO = dto.CustomerPO, CustomerPO = dto.CustomerPO,
ProjectName = dto.ProjectName,
CompanyId = currentUser.CompanyId, CompanyId = currentUser.CompanyId,
CreatedAt = DateTime.UtcNow, CreatedAt = DateTime.UtcNow,
CreatedBy = currentUser.Email CreatedBy = currentUser.Email
@@ -901,6 +903,7 @@ public class InvoicesController : Controller
InternalNotes = invoice.InternalNotes, InternalNotes = invoice.InternalNotes,
Terms = invoice.Terms, Terms = invoice.Terms,
CustomerPO = invoice.CustomerPO, CustomerPO = invoice.CustomerPO,
ProjectName = invoice.ProjectName ?? invoice.Job?.ProjectName,
InvoiceItems = invoice.InvoiceItems InvoiceItems = invoice.InvoiceItems
.Where(i => !i.IsDeleted) .Where(i => !i.IsDeleted)
.OrderBy(i => i.DisplayOrder) .OrderBy(i => i.DisplayOrder)
@@ -1036,6 +1039,7 @@ public class InvoicesController : Controller
invoice.InternalNotes = dto.InternalNotes; invoice.InternalNotes = dto.InternalNotes;
invoice.Terms = dto.Terms; invoice.Terms = dto.Terms;
invoice.CustomerPO = dto.CustomerPO; invoice.CustomerPO = dto.CustomerPO;
invoice.ProjectName = dto.ProjectName;
invoice.UpdatedAt = DateTime.UtcNow; invoice.UpdatedAt = DateTime.UtcNow;
invoice.UpdatedBy = currentUser?.Email; invoice.UpdatedBy = currentUser?.Email;
@@ -492,6 +492,9 @@ public class JobsController : Controller
isLaborItem = ji.IsLaborItem, isLaborItem = ji.IsLaborItem,
isSalesItem = ji.IsSalesItem, isSalesItem = ji.IsSalesItem,
isAiItem = ji.IsAiItem, isAiItem = ji.IsAiItem,
isCustomFormulaItem = ji.IsCustomFormulaItem,
customItemTemplateId = ji.CustomItemTemplateId,
formulaFieldValuesJson = ji.FormulaFieldValuesJson,
sku = ji.Sku, sku = ji.Sku,
requiresSandblasting = ji.RequiresSandblasting, requiresSandblasting = ji.RequiresSandblasting,
requiresMasking = ji.RequiresMasking, requiresMasking = ji.RequiresMasking,
@@ -1173,6 +1176,26 @@ public class JobsController : Controller
} }
} }
// Option B: auto-add Custom Powder Order item on first save if not already present
var allCreateItems = dto.JobItems.ToList();
if (!allCreateItems.Any(d => d.IsGenericItem && d.Description?.StartsWith("Custom Powder Order") == true))
{
var powderDto = await BuildCustomPowderOrderDto(allCreateItems);
if (powderDto != null)
{
var pp = new QuoteItemPricingResult
{
UnitPrice = powderDto.ManualUnitPrice!.Value, TotalPrice = powderDto.ManualUnitPrice!.Value,
ItemSubtotal = powderDto.ManualUnitPrice!.Value, MaterialCost = powderDto.ManualUnitPrice!.Value,
LaborCost = 0, EquipmentCost = 0
};
var pi = _jobItemAssemblyService.CreateJobItem(powderDto, job.Id, companyId, pp, DateTime.UtcNow);
await _unitOfWork.JobItems.AddAsync(pi);
await _unitOfWork.SaveChangesAsync();
allCreateItems.Add(powderDto);
}
}
// Recalculate total from wizard items // Recalculate total from wizard items
var createCosts = await _pricingService.GetOperatingCostsAsync(companyId); var createCosts = await _pricingService.GetOperatingCostsAsync(companyId);
decimal? createOvenRate = null; decimal? createOvenRate = null;
@@ -1183,7 +1206,7 @@ public class JobsController : Controller
createOvenRate = createOven.CostPerHour; createOvenRate = createOven.CostPerHour;
} }
var totals = await _pricingService.CalculateQuoteTotalsAsync( var totals = await _pricingService.CalculateQuoteTotalsAsync(
dto.JobItems, companyId, dto.CustomerId, allCreateItems, companyId, dto.CustomerId,
await GetEffectiveTaxPercentAsync(dto.CustomerId, createCosts?.TaxPercent ?? 0m), await GetEffectiveTaxPercentAsync(dto.CustomerId, createCosts?.TaxPercent ?? 0m),
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, createOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes); dto.DiscountType, dto.DiscountValue, dto.IsRushJob, createOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes);
@@ -1282,6 +1305,9 @@ public class JobsController : Controller
IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0), IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
IsLaborItem = ji.IsLaborItem, IsLaborItem = ji.IsLaborItem,
IsAiItem = ji.IsAiItem, IsAiItem = ji.IsAiItem,
IsCustomFormulaItem = ji.IsCustomFormulaItem,
CustomItemTemplateId = ji.CustomItemTemplateId,
FormulaFieldValuesJson = ji.FormulaFieldValuesJson,
RequiresSandblasting = ji.RequiresSandblasting, RequiresSandblasting = ji.RequiresSandblasting,
RequiresMasking = ji.RequiresMasking, RequiresMasking = ji.RequiresMasking,
Notes = ji.Notes, Notes = ji.Notes,
@@ -1394,6 +1420,26 @@ public class JobsController : Controller
} }
} }
// Option B: auto-add Custom Powder Order item on first save if not already present
var allEditItems = dto.JobItems.ToList();
if (!allEditItems.Any(d => d.IsGenericItem && d.Description?.StartsWith("Custom Powder Order") == true))
{
var powderDto = await BuildCustomPowderOrderDto(allEditItems);
if (powderDto != null)
{
var pp = new QuoteItemPricingResult
{
UnitPrice = powderDto.ManualUnitPrice!.Value, TotalPrice = powderDto.ManualUnitPrice!.Value,
ItemSubtotal = powderDto.ManualUnitPrice!.Value, MaterialCost = powderDto.ManualUnitPrice!.Value,
LaborCost = 0, EquipmentCost = 0
};
var pi = _jobItemAssemblyService.CreateJobItem(powderDto, id, companyId, pp, DateTime.UtcNow);
await _unitOfWork.JobItems.AddAsync(pi);
await _unitOfWork.SaveChangesAsync();
allEditItems.Add(powderDto);
}
}
// Now load and update the job itself // Now load and update the job itself
var job = await _unitOfWork.Jobs.GetByIdAsync(id); var job = await _unitOfWork.Jobs.GetByIdAsync(id);
if (job == null) if (job == null)
@@ -1647,7 +1693,7 @@ public class JobsController : Controller
} }
// Recalculate FinalPrice from wizard items // Recalculate FinalPrice from wizard items
if (dto.JobItems.Any()) if (allEditItems.Any())
{ {
var editCosts = await _pricingService.GetOperatingCostsAsync(companyId); var editCosts = await _pricingService.GetOperatingCostsAsync(companyId);
decimal? editOvenRate = null; decimal? editOvenRate = null;
@@ -1658,7 +1704,7 @@ public class JobsController : Controller
editOvenRate = editOven.CostPerHour; editOvenRate = editOven.CostPerHour;
} }
var totals = await _pricingService.CalculateQuoteTotalsAsync( var totals = await _pricingService.CalculateQuoteTotalsAsync(
dto.JobItems, companyId, dto.CustomerId, allEditItems, companyId, dto.CustomerId,
await GetEffectiveTaxPercentAsync(dto.CustomerId, editCosts?.TaxPercent ?? 0m), await GetEffectiveTaxPercentAsync(dto.CustomerId, editCosts?.TaxPercent ?? 0m),
dto.DiscountType, dto.DiscountValue, dto.IsRushJob, editOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes); dto.DiscountType, dto.DiscountValue, dto.IsRushJob, editOvenRate, dto.OvenBatches > 0 ? dto.OvenBatches : 1, dto.OvenCycleMinutes);
job.FinalPrice = totals.Total; job.FinalPrice = totals.Total;
@@ -1852,6 +1898,33 @@ public class JobsController : Controller
{ {
ViewBag.AiPhotoQuotesEnabled = await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId); ViewBag.AiPhotoQuotesEnabled = await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId);
var allowFormulas = HttpContext.Items["AllowCustomFormulas"] as bool? ?? false;
if (allowFormulas)
{
var formulaTemplates = await _unitOfWork.CustomItemTemplates.FindAsync(
t => t.CompanyId == companyId && t.IsActive);
ViewBag.CustomFormulaTemplates = formulaTemplates
.OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name)
.Select(t => new
{
id = t.Id,
name = t.Name,
description = t.Description,
outputMode = t.OutputMode,
fieldsJson = t.FieldsJson,
formula = t.Formula,
defaultRate = t.DefaultRate,
rateLabel = t.RateLabel,
diagramImagePath = string.IsNullOrEmpty(t.DiagramImagePath)
? (string?)null
: Url.Action("TemplateDiagram", "CompanySettings", new { templateId = t.Id })
}).ToList();
}
else
{
ViewBag.CustomFormulaTemplates = new List<object>();
}
await PopulateDropdowns(); await PopulateDropdowns();
await PopulatePrepServicesAsync(companyId); await PopulatePrepServicesAsync(companyId);
var costs = await _pricingService.GetOperatingCostsAsync(companyId); var costs = await _pricingService.GetOperatingCostsAsync(companyId);
@@ -2984,6 +3057,9 @@ public class JobsController : Controller
IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0), IsGenericItem = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && ji.Coats.Count == 0),
IsLaborItem = ji.IsLaborItem, IsLaborItem = ji.IsLaborItem,
IsAiItem = ji.IsAiItem, IsAiItem = ji.IsAiItem,
IsCustomFormulaItem = ji.IsCustomFormulaItem,
CustomItemTemplateId = ji.CustomItemTemplateId,
FormulaFieldValuesJson = ji.FormulaFieldValuesJson,
RequiresSandblasting = ji.RequiresSandblasting, RequiresSandblasting = ji.RequiresSandblasting,
RequiresMasking = ji.RequiresMasking, RequiresMasking = ji.RequiresMasking,
Notes = ji.Notes, Notes = ji.Notes,
@@ -3099,6 +3175,26 @@ public class JobsController : Controller
} }
} }
// Option B: auto-add Custom Powder Order item on first save if not already present
var allUpdateItems = model.JobItems.ToList();
if (!allUpdateItems.Any(d => d.IsGenericItem && d.Description?.StartsWith("Custom Powder Order") == true))
{
var powderDto = await BuildCustomPowderOrderDto(allUpdateItems);
if (powderDto != null)
{
var pp = new QuoteItemPricingResult
{
UnitPrice = powderDto.ManualUnitPrice!.Value, TotalPrice = powderDto.ManualUnitPrice!.Value,
ItemSubtotal = powderDto.ManualUnitPrice!.Value, MaterialCost = powderDto.ManualUnitPrice!.Value,
LaborCost = 0, EquipmentCost = 0
};
var pi = _jobItemAssemblyService.CreateJobItem(powderDto, job.Id, currentUser.CompanyId, pp, DateTime.UtcNow);
await _unitOfWork.JobItems.AddAsync(pi);
await _unitOfWork.SaveChangesAsync();
allUpdateItems.Add(powderDto);
}
}
// Calculate full total (overhead, margins, tax) matching what Details shows // Calculate full total (overhead, margins, tax) matching what Details shows
decimal? ovenRateOverride = null; decimal? ovenRateOverride = null;
if (job.OvenCostId.HasValue) if (job.OvenCostId.HasValue)
@@ -3109,7 +3205,7 @@ public class JobsController : Controller
} }
var updateCosts = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId); var updateCosts = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
var totals = await _pricingService.CalculateQuoteTotalsAsync( var totals = await _pricingService.CalculateQuoteTotalsAsync(
model.JobItems, currentUser.CompanyId, job.CustomerId, allUpdateItems, currentUser.CompanyId, job.CustomerId,
await GetEffectiveTaxPercentAsync(job.CustomerId, updateCosts?.TaxPercent ?? 0m), await GetEffectiveTaxPercentAsync(job.CustomerId, updateCosts?.TaxPercent ?? 0m),
job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob, job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
ovenRateOverride, job.OvenBatches, job.OvenCycleMinutes); ovenRateOverride, job.OvenBatches, job.OvenCycleMinutes);
@@ -3176,6 +3272,9 @@ public class JobsController : Controller
IsLaborItem = ji.IsLaborItem, IsLaborItem = ji.IsLaborItem,
IsSalesItem = ji.IsSalesItem, IsSalesItem = ji.IsSalesItem,
IsAiItem = ji.IsAiItem, IsAiItem = ji.IsAiItem,
IsCustomFormulaItem = ji.IsCustomFormulaItem,
CustomItemTemplateId = ji.CustomItemTemplateId,
FormulaFieldValuesJson = ji.FormulaFieldValuesJson,
ManualUnitPrice = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null), ManualUnitPrice = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
IncludePrepCost = ji.IncludePrepCost, IncludePrepCost = ji.IncludePrepCost,
Coats = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto Coats = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto
@@ -3309,6 +3408,21 @@ public class JobsController : Controller
var useMetric = await _tenantContext.UseMetricSystemAsync(); var useMetric = await _tenantContext.UseMetricSystemAsync();
ViewBag.UseMetric = useMetric; ViewBag.UseMetric = useMetric;
ViewBag.AreaUnit = _measurementService.GetAreaUnitLabel(useMetric); ViewBag.AreaUnit = _measurementService.GetAreaUnitLabel(useMetric);
var allowFormulas2 = HttpContext.Items["AllowCustomFormulas"] as bool? ?? false;
if (allowFormulas2)
{
var formulaTemplates = await _unitOfWork.CustomItemTemplates.FindAsync(t => t.CompanyId == companyId && t.IsActive);
ViewBag.CustomFormulaTemplates = formulaTemplates.OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name)
.Select(t => new { id = t.Id, name = t.Name, description = t.Description, outputMode = t.OutputMode,
fieldsJson = t.FieldsJson, formula = t.Formula, defaultRate = t.DefaultRate, rateLabel = t.RateLabel,
diagramImagePath = string.IsNullOrEmpty(t.DiagramImagePath) ? null
: Url.Action("TemplateDiagram", "CompanySettings", new { templateId = t.Id }) }).ToList();
}
else
{
ViewBag.CustomFormulaTemplates = new List<object>();
}
} }
/// <summary> /// <summary>
@@ -3344,6 +3458,66 @@ public class JobsController : Controller
return companyDefaultRate; return companyDefaultRate;
} }
/// <summary>
/// Builds a "Custom Powder Order" DTO by aggregating all powder-to-order costs across the
/// submitted items. Returns null when no qualifying coats are present.
///
/// Two coat types qualify:
/// - Custom powder: no InventoryItemId, PowderToOrder &gt; 0, PowderCostPerLb &gt; 0
/// - Incoming powder: InventoryItemId set, inventoryItem.IsIncoming == true, PowderToOrder &gt; 0
/// (PowderCostPerLb is null for incoming powder — cost comes from inventoryItem.UnitCost)
/// </summary>
private async Task<CreateQuoteItemDto?> BuildCustomPowderOrderDto(IEnumerable<CreateQuoteItemDto> itemDtos)
{
var colorNames = new List<string>();
decimal totalCost = 0m;
foreach (var dto in itemDtos)
{
if (dto.Coats == null) continue;
foreach (var coat in dto.Coats)
{
if (!coat.InventoryItemId.HasValue &&
coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0 &&
coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0)
{
// Custom powder: no inventory link, user entered cost per lb manually
totalCost += coat.PowderToOrder.Value * coat.PowderCostPerLb.Value;
if (!string.IsNullOrWhiteSpace(coat.ColorName))
colorNames.Add(coat.ColorName);
}
else if (coat.InventoryItemId.HasValue && coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0)
{
// Incoming powder: catalog-selected; PowderCostPerLb was cleared after incoming
// inventory item was created, so cost comes from inventoryItem.UnitCost
var invItem = await _unitOfWork.InventoryItems.GetByIdAsync(coat.InventoryItemId.Value);
if (invItem?.IsIncoming == true)
{
totalCost += coat.PowderToOrder.Value * invItem.UnitCost;
var colorName = !string.IsNullOrWhiteSpace(coat.ColorName) ? coat.ColorName : invItem.Name;
if (!string.IsNullOrWhiteSpace(colorName))
colorNames.Add(colorName);
}
}
}
}
if (totalCost <= 0) return null;
var uniqueColors = colorNames.Distinct(StringComparer.OrdinalIgnoreCase).ToList();
var description = uniqueColors.Any()
? $"Custom Powder Order ({string.Join(", ", uniqueColors)})"
: "Custom Powder Order";
return new CreateQuoteItemDto
{
Description = description,
Quantity = 1,
IsGenericItem = true,
ManualUnitPrice = totalCost
};
}
private static QuotePricingBreakdownDto BuildPricingSnapshotDto(QuotePricingResult pr) => private static QuotePricingBreakdownDto BuildPricingSnapshotDto(QuotePricingResult pr) =>
new QuotePricingBreakdownDto new QuotePricingBreakdownDto
{ {
@@ -4225,75 +4399,7 @@ public class JobsController : Controller
_logger.LogInformation("Recorded first job creation for company {CompanyId}", companyId); _logger.LogInformation("Recorded first job creation for company {CompanyId}", companyId);
} }
/// <summary> // LogMaterial has been consolidated into InventoryController.LogMaterial.
/// Logs manual material usage from the job details page. Mirrors the QR scan LogUsage
/// flow in InventoryController but returns JSON so the modal can close and refresh inline.
/// Quantity is always the amount USED (caller converts from remaining if needed).
/// </summary>
[HttpPost]
[ValidateAntiForgeryToken]
public async Task<IActionResult> LogMaterial([FromBody] LogMaterialRequest req)
{
try
{
if (req.QuantityUsed <= 0)
return Json(new { success = false, message = "Quantity used must be greater than zero." });
var item = await _unitOfWork.InventoryItems.GetByIdAsync(req.InventoryItemId);
if (item == null) return Json(new { success = false, message = "Inventory item not found." });
var job = await _unitOfWork.Jobs.GetByIdAsync(req.JobId);
if (job == null) return Json(new { success = false, message = "Job not found." });
var txnType = req.TransactionType == "Waste"
? InventoryTransactionType.Waste
: InventoryTransactionType.JobUsage;
item.QuantityOnHand -= req.QuantityUsed;
item.UpdatedAt = DateTime.UtcNow;
await _unitOfWork.InventoryItems.UpdateAsync(item);
var txn = new PowderCoating.Core.Entities.InventoryTransaction
{
InventoryItemId = item.Id,
TransactionType = txnType,
Quantity = -req.QuantityUsed,
UnitCost = item.UnitCost,
TotalCost = req.QuantityUsed * item.UnitCost,
TransactionDate = DateTime.UtcNow,
BalanceAfter = item.QuantityOnHand,
JobId = req.JobId,
Reference = $"Job {job.JobNumber}",
Notes = req.Notes?.Trim(),
CompanyId = item.CompanyId,
CreatedAt = DateTime.UtcNow
};
await _unitOfWork.InventoryTransactions.AddAsync(txn);
await _unitOfWork.CompleteAsync();
// GL: DR COGS, CR Inventory Asset
if (item.CogsAccountId.HasValue && item.InventoryAccountId.HasValue)
{
var cost = req.QuantityUsed * (item.AverageCost > 0 ? item.AverageCost : item.UnitCost);
await _accountBalanceService.DebitAsync(item.CogsAccountId, cost);
await _accountBalanceService.CreditAsync(item.InventoryAccountId, cost);
}
return Json(new
{
success = true,
message = $"Logged {req.QuantityUsed:N2} {item.UnitOfMeasure} of {item.Name}.",
newBalance = item.QuantityOnHand,
unitOfMeasure = item.UnitOfMeasure,
itemName = item.Name
});
}
catch (Exception ex)
{
_logger.LogError(ex, "Error logging material for job {JobId}", req.JobId);
return Json(new { success = false, message = "An error occurred. Please try again." });
}
}
/// <summary> /// <summary>
/// Inline-edits description, quantity, and unit price on a single job line item. /// Inline-edits description, quantity, and unit price on a single job line item.
@@ -4380,14 +4486,6 @@ public class PatchJobItemRequest
public decimal Quantity { get; set; } public decimal Quantity { get; set; }
public decimal UnitPrice { get; set; } public decimal UnitPrice { get; set; }
} }
public class LogMaterialRequest
{
public int JobId { get; set; }
public int InventoryItemId { get; set; }
public decimal QuantityUsed { get; set; }
public string TransactionType { get; set; } = "JobUsage";
public string? Notes { get; set; }
}
public class CreateReworkJobRequest public class CreateReworkJobRequest
{ {
public int ReworkRecordId { get; set; } public int ReworkRecordId { get; set; }
@@ -65,6 +65,7 @@ public class PlatformSubscriptionController : Controller
AllowAiInventoryAssist = c.AllowAiInventoryAssist, AllowAiInventoryAssist = c.AllowAiInventoryAssist,
AllowAiCatalogPriceCheck = c.AllowAiCatalogPriceCheck, AllowAiCatalogPriceCheck = c.AllowAiCatalogPriceCheck,
AllowSms = c.AllowSms, AllowSms = c.AllowSms,
AllowCustomFormulas = c.AllowCustomFormulas,
IsActive = c.IsActive, IsActive = c.IsActive,
SortOrder = c.SortOrder SortOrder = c.SortOrder
}).ToList(); }).ToList();
@@ -106,6 +107,7 @@ public class PlatformSubscriptionController : Controller
AllowAiInventoryAssist = config.AllowAiInventoryAssist, AllowAiInventoryAssist = config.AllowAiInventoryAssist,
AllowAiCatalogPriceCheck = config.AllowAiCatalogPriceCheck, AllowAiCatalogPriceCheck = config.AllowAiCatalogPriceCheck,
AllowSms = config.AllowSms, AllowSms = config.AllowSms,
AllowCustomFormulas = config.AllowCustomFormulas,
IsActive = config.IsActive IsActive = config.IsActive
}; };
@@ -152,6 +154,7 @@ public class PlatformSubscriptionController : Controller
config.AllowAiInventoryAssist = dto.AllowAiInventoryAssist; config.AllowAiInventoryAssist = dto.AllowAiInventoryAssist;
config.AllowAiCatalogPriceCheck = dto.AllowAiCatalogPriceCheck; config.AllowAiCatalogPriceCheck = dto.AllowAiCatalogPriceCheck;
config.AllowSms = dto.AllowSms; config.AllowSms = dto.AllowSms;
config.AllowCustomFormulas = dto.AllowCustomFormulas;
config.IsActive = dto.IsActive; config.IsActive = dto.IsActive;
await _unitOfWork.SubscriptionPlanConfigs.UpdateAsync(config); await _unitOfWork.SubscriptionPlanConfigs.UpdateAsync(config);
@@ -28,6 +28,7 @@ public class QuoteApprovalController : Controller
private readonly ILogger<QuoteApprovalController> _logger; private readonly ILogger<QuoteApprovalController> _logger;
private readonly IConfiguration _configuration; private readonly IConfiguration _configuration;
private readonly IHubContext<NotificationHub> _hub; private readonly IHubContext<NotificationHub> _hub;
private readonly IQuotePricingAssemblyService _assemblyService;
public QuoteApprovalController( public QuoteApprovalController(
IUnitOfWork unitOfWork, IUnitOfWork unitOfWork,
@@ -36,7 +37,8 @@ public class QuoteApprovalController : Controller
IStripeConnectService stripeConnect, IStripeConnectService stripeConnect,
ILogger<QuoteApprovalController> logger, ILogger<QuoteApprovalController> logger,
IConfiguration configuration, IConfiguration configuration,
IHubContext<NotificationHub> hub) IHubContext<NotificationHub> hub,
IQuotePricingAssemblyService assemblyService)
{ {
_unitOfWork = unitOfWork; _unitOfWork = unitOfWork;
_notifications = notifications; _notifications = notifications;
@@ -45,6 +47,7 @@ public class QuoteApprovalController : Controller
_logger = logger; _logger = logger;
_configuration = configuration; _configuration = configuration;
_hub = hub; _hub = hub;
_assemblyService = assemblyService;
} }
/// <summary> /// <summary>
@@ -177,6 +180,16 @@ public class QuoteApprovalController : Controller
await _unitOfWork.CompleteAsync(); await _unitOfWork.CompleteAsync();
// Create incoming inventory records for catalog-sourced coats deferred from quote-save time.
try
{
await _assemblyService.EnsureIncomingInventoryForApprovedQuoteAsync(quote.Id, quote.CompanyId);
}
catch (Exception ex)
{
_logger.LogWarning(ex, "EnsureIncomingInventory failed for quote {QuoteId} — continuing", quote.Id);
}
var approveEntry = new QuoteChangeHistory var approveEntry = new QuoteChangeHistory
{ {
QuoteId = quote.Id, QuoteId = quote.Id,
@@ -393,6 +393,8 @@ public class QuotesController : Controller
OvenBatchCost = quote.OvenBatchCost, OvenBatchCost = quote.OvenBatchCost,
OvenBatches = quote.OvenBatches, OvenBatches = quote.OvenBatches,
OvenCycleMinutes = quote.OvenCycleMinutes ?? operatingCosts?.DefaultOvenCycleMinutes ?? 0, OvenCycleMinutes = quote.OvenCycleMinutes ?? operatingCosts?.DefaultOvenCycleMinutes ?? 0,
FacilityOverheadCost = quote.FacilityOverheadCost,
FacilityOverheadRatePerHour = quote.FacilityOverheadRatePerHour,
ShopSuppliesAmount = quote.ShopSuppliesAmount, ShopSuppliesAmount = quote.ShopSuppliesAmount,
ShopSuppliesPercent = quote.ShopSuppliesPercent, ShopSuppliesPercent = quote.ShopSuppliesPercent,
OverheadCosts = quote.OverheadAmount, OverheadCosts = quote.OverheadAmount,
@@ -577,6 +579,8 @@ public class QuotesController : Controller
OvenBatchCost = quote.OvenBatchCost, OvenBatchCost = quote.OvenBatchCost,
OvenBatches = quote.OvenBatches, OvenBatches = quote.OvenBatches,
OvenCycleMinutes = quote.OvenCycleMinutes ?? pdfOperatingCosts?.DefaultOvenCycleMinutes ?? 0, OvenCycleMinutes = quote.OvenCycleMinutes ?? pdfOperatingCosts?.DefaultOvenCycleMinutes ?? 0,
FacilityOverheadCost = quote.FacilityOverheadCost,
FacilityOverheadRatePerHour = quote.FacilityOverheadRatePerHour,
ShopSuppliesAmount = quote.ShopSuppliesAmount, ShopSuppliesAmount = quote.ShopSuppliesAmount,
ShopSuppliesPercent = quote.ShopSuppliesPercent, ShopSuppliesPercent = quote.ShopSuppliesPercent,
OverheadCosts = quote.OverheadAmount, OverheadCosts = quote.OverheadAmount,
@@ -1316,6 +1320,7 @@ public class QuotesController : Controller
Terms = quote.Terms, Terms = quote.Terms,
Notes = quote.Notes, Notes = quote.Notes,
TaxPercent = quote.TaxPercent, TaxPercent = quote.TaxPercent,
Total = quote.Total,
DiscountType = quote.DiscountType, DiscountType = quote.DiscountType,
DiscountValue = quote.DiscountValue, DiscountValue = quote.DiscountValue,
DiscountReason = quote.DiscountReason, DiscountReason = quote.DiscountReason,
@@ -1338,9 +1343,27 @@ public class QuotesController : Controller
// Set calculated pricing — snapshot at save time; never recalculate on load // Set calculated pricing — snapshot at save time; never recalculate on load
_quotePricingAssemblyService.ApplyPricingSnapshot(quote, pricingResult); _quotePricingAssemblyService.ApplyPricingSnapshot(quote, pricingResult);
// Track changes // All change history records are accumulated here, then saved in bulk below
var changeHistories = new List<QuoteChangeHistory>(); var changeHistories = new List<QuoteChangeHistory>();
// Log a total-change entry now that the new Total is known
if (Math.Round(oldValues.Total, 2) != Math.Round(quote.Total, 2))
{
changeHistories.Add(new QuoteChangeHistory
{
QuoteId = quote.Id,
ChangedByUserId = currentUser.Id,
ChangedAt = DateTime.UtcNow,
FieldName = "Total",
OldValue = oldValues.Total.ToString("C"),
NewValue = quote.Total.ToString("C"),
ChangeDescription = $"Total changed from {oldValues.Total:C} to {quote.Total:C}",
CompanyId = currentUser.CompanyId
});
}
// Track changes
_logger.LogInformation("=== CHANGE TRACKING DEBUG ==="); _logger.LogInformation("=== CHANGE TRACKING DEBUG ===");
_logger.LogInformation("Old Status: {OldStatus}, New Status: {NewStatus}", oldValues.QuoteStatusId, quote.QuoteStatusId); _logger.LogInformation("Old Status: {OldStatus}, New Status: {NewStatus}", oldValues.QuoteStatusId, quote.QuoteStatusId);
_logger.LogInformation("Old Date: {OldDate}, New Date: {NewDate}", oldValues.QuoteDate, quote.QuoteDate); _logger.LogInformation("Old Date: {OldDate}, New Date: {NewDate}", oldValues.QuoteDate, quote.QuoteDate);
@@ -1934,12 +1957,10 @@ public class QuotesController : Controller
if (dto.SmsConsent) if (dto.SmsConsent)
await _notificationService.NotifySmsConsentGrantedAsync(customer); await _notificationService.NotifySmsConsentGrantedAsync(customer);
// Get "Converted" status (cached) // Update quote to link to new customer.
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0; // Do NOT set "Converted" status here — that status is reserved for when a job is
var statuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId); // actually created via CreateJobFromQuote. Keeping the quote at "Approved" lets the
var convertedStatus = statuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Quote.Converted); // user immediately click "Create Job from Quote" on the next screen.
// Update quote to link to new customer
quote.CustomerId = customer.Id; quote.CustomerId = customer.Id;
// Clear prospect fields // Clear prospect fields
@@ -1954,14 +1975,11 @@ public class QuotesController : Controller
quote.ProspectSmsConsent = false; quote.ProspectSmsConsent = false;
quote.ProspectSmsConsentedAt = null; quote.ProspectSmsConsentedAt = null;
// Update status to converted
quote.QuoteStatusId = convertedStatus?.Id ?? quote.QuoteStatusId;
await _unitOfWork.Quotes.UpdateAsync(quote); await _unitOfWork.Quotes.UpdateAsync(quote);
await _unitOfWork.CompleteAsync(); await _unitOfWork.CompleteAsync();
this.ToastSuccess($"Prospect/Walk-In successfully converted to customer! Quote {quote.QuoteNumber} has been updated."); this.ToastSuccess($"Customer record created! You can now create a job from quote {quote.QuoteNumber}.");
return RedirectToAction("Details", "Customers", new { id = customer.Id }); return RedirectToAction(nameof(Details), new { id = dto.QuoteId });
} }
catch (Exception ex) catch (Exception ex)
{ {
@@ -2313,6 +2331,17 @@ public class QuotesController : Controller
_logger.LogInformation("Quote {QuoteId} approved by user {UserId}", id, currentUser.Id); _logger.LogInformation("Quote {QuoteId} approved by user {UserId}", id, currentUser.Id);
// Create incoming inventory records for any catalog-sourced coats that were deferred
// from quote-save time. One record per unique powder catalog item, de-duplicated.
try
{
await _quotePricingAssemblyService.EnsureIncomingInventoryForApprovedQuoteAsync(id, quote.CompanyId);
}
catch (Exception ex)
{
_logger.LogWarning(ex, "EnsureIncomingInventory failed for quote {QuoteId} — continuing", id);
}
// Notify customer that quote is approved (only if user opted in) // Notify customer that quote is approved (only if user opted in)
if (sendEmail) if (sendEmail)
{ {
@@ -2429,6 +2458,33 @@ public class QuotesController : Controller
var (_, quotePhotoMax) = await _subscriptionService.GetQuotePhotoCountAsync(companyId, 0); var (_, quotePhotoMax) = await _subscriptionService.GetQuotePhotoCountAsync(companyId, 0);
ViewBag.QuotePhotosEnabled = quotePhotoMax != 0; // 0 = feature disabled for this plan ViewBag.QuotePhotosEnabled = quotePhotoMax != 0; // 0 = feature disabled for this plan
var allowFormulas = HttpContext.Items["AllowCustomFormulas"] as bool? ?? false;
if (allowFormulas)
{
var formulaTemplates = await _unitOfWork.CustomItemTemplates.FindAsync(
t => t.CompanyId == companyId && t.IsActive);
ViewBag.CustomFormulaTemplates = formulaTemplates
.OrderBy(t => t.DisplayOrder).ThenBy(t => t.Name)
.Select(t => new
{
id = t.Id,
name = t.Name,
description = t.Description,
outputMode = t.OutputMode,
fieldsJson = t.FieldsJson,
formula = t.Formula,
defaultRate = t.DefaultRate,
rateLabel = t.RateLabel,
diagramImagePath = string.IsNullOrEmpty(t.DiagramImagePath)
? (string?)null
: Url.Action("TemplateDiagram", "CompanySettings", new { templateId = t.Id })
}).ToList();
}
else
{
ViewBag.CustomFormulaTemplates = new List<object>();
}
// Customers // Customers
var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId); var customers = await _unitOfWork.Customers.FindAsync(c => c.CompanyId == companyId);
ViewBag.Customers = customers ViewBag.Customers = customers
@@ -2771,6 +2827,20 @@ public class QuotesController : Controller
await _unitOfWork.Quotes.UpdateAsync(quote); await _unitOfWork.Quotes.UpdateAsync(quote);
await _unitOfWork.SaveChangesAsync(); await _unitOfWork.SaveChangesAsync();
// When transitioning to Approved: create incoming inventory records for catalog-sourced
// coats that were deferred from quote-save time (one record per unique powder, deduplicated).
if (newStatus.StatusCode == AppConstants.StatusCodes.Quote.Approved && oldStatusCode != AppConstants.StatusCodes.Quote.Approved)
{
try
{
await _quotePricingAssemblyService.EnsureIncomingInventoryForApprovedQuoteAsync(request.QuoteId, quote.CompanyId);
}
catch (Exception ex)
{
_logger.LogWarning(ex, "EnsureIncomingInventory failed for quote {QuoteId} — continuing", request.QuoteId);
}
}
// Auto-create job when quote is approved — guard against double-conversion // Auto-create job when quote is approved — guard against double-conversion
// (race condition: two simultaneous approval calls could both pass the oldStatusCode check) // (race condition: two simultaneous approval calls could both pass the oldStatusCode check)
if (newStatus.StatusCode == AppConstants.StatusCodes.Quote.Approved && oldStatusCode != AppConstants.StatusCodes.Quote.Approved if (newStatus.StatusCode == AppConstants.StatusCodes.Quote.Approved && oldStatusCode != AppConstants.StatusCodes.Quote.Approved
@@ -2883,6 +2953,7 @@ public class QuotesController : Controller
Total = quote.Total Total = quote.Total
}), }),
CustomerPO = quote.CustomerPO, CustomerPO = quote.CustomerPO,
ProjectName = quote.ProjectName,
InternalNotes = quote.Notes, // Copy internal notes from quote InternalNotes = quote.Notes, // Copy internal notes from quote
IsCustomerApproved = true, IsCustomerApproved = true,
IsRushJob = quote.IsRushJob, IsRushJob = quote.IsRushJob,
@@ -3118,6 +3189,22 @@ public class QuotesController : Controller
} }
await _unitOfWork.Quotes.UpdateAsync(quote); await _unitOfWork.Quotes.UpdateAsync(quote);
// Log send event so the history timeline shows when the quote was emailed
var sentHistoryEntry = new QuoteChangeHistory
{
QuoteId = quote.Id,
ChangedByUserId = currentUser!.Id,
ChangedAt = DateTime.UtcNow,
FieldName = "Sent",
OldValue = null,
NewValue = recipientEmail,
ChangeDescription = $"Quote sent to {recipientName} ({recipientEmail})",
CompanyId = quote.CompanyId,
CreatedAt = DateTime.UtcNow
};
await _unitOfWork.QuoteChangeHistories.AddAsync(sentHistoryEntry);
await _unitOfWork.CompleteAsync(); await _unitOfWork.CompleteAsync();
await _notificationService.NotifyQuoteSentAsync(quote, pdfBytes, pdfFilename, trimmedOverride); await _notificationService.NotifyQuoteSentAsync(quote, pdfBytes, pdfFilename, trimmedOverride);
@@ -3344,13 +3431,21 @@ public class QuotesController : Controller
// Build company AI context: profile text + recent accepted predictions as few-shot examples // Build company AI context: profile text + recent accepted predictions as few-shot examples
var aiContext = await BuildCompanyAiContextAsync(companyId, costs); var aiContext = await BuildCompanyAiContextAsync(companyId, costs);
// Load the specific blast setup when the user picked one before analyzing // Load the specific blast setup when the user picked one before analyzing.
// If none was explicitly chosen, fall back to the company's default blast setup so
// named-setup rates (e.g. a blast cabinet configured at 82 sqft/hr) are always
// used instead of the coarser company-level operating cost fallback.
CompanyBlastSetup? selectedBlastSetup = null; CompanyBlastSetup? selectedBlastSetup = null;
if (request.BlastSetupId.HasValue) if (request.BlastSetupId.HasValue)
{ {
var setups = await _unitOfWork.BlastSetups.FindAsync(b => b.Id == request.BlastSetupId.Value && b.IsActive && b.CompanyId == companyId); var setups = await _unitOfWork.BlastSetups.FindAsync(b => b.Id == request.BlastSetupId.Value && b.IsActive && b.CompanyId == companyId);
selectedBlastSetup = setups.FirstOrDefault(); selectedBlastSetup = setups.FirstOrDefault();
} }
else
{
var defaultSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsDefault && b.IsActive && b.CompanyId == companyId);
selectedBlastSetup = defaultSetups.FirstOrDefault();
}
var result = await _aiService.AnalyzeItemAsync(request, photos, costs, avgPowderCost, aiContext, selectedBlastSetup); var result = await _aiService.AnalyzeItemAsync(request, photos, costs, avgPowderCost, aiContext, selectedBlastSetup);
await _usageLogger.LogAsync(companyId, user?.Id ?? "", AppConstants.AiFeatures.PhotoQuote, result.Success, photos.Sum(p => p.Data.Length)); await _usageLogger.LogAsync(companyId, user?.Id ?? "", AppConstants.AiFeatures.PhotoQuote, result.Success, photos.Sum(p => p.Data.Length));
@@ -1722,6 +1722,129 @@ public class ReportsController : Controller
return View(new JobCycleTimeViewModel { ReportTitle = "Job Cycle Time", ReportDescription = "Average time spent in each workflow stage", SelectedMonths = months, Items = items, OverallAvgCycleDays = overallAvg }); return View(new JobCycleTimeViewModel { ReportTitle = "Job Cycle Time", ReportDescription = "Average time spent in each workflow stage", SelectedMonths = months, Items = items, OverallAvgCycleDays = overallAvg });
} }
/// <summary>
/// Job Profitability report — compares each job's final price and collected amount against
/// actual labor cost (hours × StandardLaborRate) and estimated powder cost (PowderToOrder ×
/// PowderCostPerLb, or ActualPowderUsedLbs when recorded). Only jobs with at least one
/// JobTimeEntry contribute meaningful labor cost figures; the report flags rows without time
/// tracking so the user knows which margin estimates are incomplete.
/// </summary>
public async Task<IActionResult> JobProfitability(int months = 6, bool timeTrackedOnly = false)
{
var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
var cutoff = DateTime.UtcNow.AddMonths(-months);
// ── Load base data ────────────────────────────────────────────────
var jobs = (await _unitOfWork.Jobs.FindAsync(
j => j.CompanyId == companyId && j.CreatedAt >= cutoff,
false,
j => j.Customer,
j => j.JobStatus))
.ToList();
var jobIds = jobs.Select(j => j.Id).ToList();
// Time entries grouped by job
var timeEntries = (await _unitOfWork.JobTimeEntries.FindAsync(
te => jobIds.Contains(te.JobId) && !te.IsDeleted))
.GroupBy(te => te.JobId)
.ToDictionary(g => g.Key, g => g.Sum(te => te.HoursWorked));
// Job items, then coats grouped by job
var jobItems = (await _unitOfWork.JobItems.FindAsync(
ji => jobIds.Contains(ji.JobId) && !ji.IsDeleted))
.ToList();
var jobItemIds = jobItems.Select(ji => ji.Id).ToList();
var coats = jobItemIds.Any()
? (await _unitOfWork.JobItemCoats.FindAsync(
c => jobItemIds.Contains(c.JobItemId) && !c.IsDeleted))
.ToList()
: new List<JobItemCoat>();
// Map coat cost totals back to JobId
var jobItemToJob = jobItems.ToDictionary(ji => ji.Id, ji => ji.JobId);
var powderCostByJob = coats
.Where(c => c.PowderCostPerLb.HasValue)
.GroupBy(c => jobItemToJob.TryGetValue(c.JobItemId, out var jid) ? jid : 0)
.Where(g => g.Key > 0)
.ToDictionary(
g => g.Key,
g => g.Sum(c =>
{
var lbs = c.ActualPowderUsedLbs ?? c.PowderToOrder ?? 0m;
return lbs * (c.PowderCostPerLb ?? 0m);
}));
// Invoices grouped by job
var invoices = (await _unitOfWork.Invoices.FindAsync(
inv => inv.CompanyId == companyId && inv.JobId.HasValue
&& jobIds.Contains(inv.JobId!.Value)
&& !inv.IsDeleted))
.GroupBy(inv => inv.JobId!.Value)
.ToDictionary(g => g.Key, g => g.Sum(inv => inv.AmountPaid));
// Labor rate
var opCosts = await _unitOfWork.CompanyOperatingCosts.FirstOrDefaultAsync(
c => c.CompanyId == companyId && !c.IsDeleted);
var laborRate = opCosts?.StandardLaborRate ?? 0m;
// ── Build report rows ─────────────────────────────────────────────
var items = jobs
.Select(j =>
{
var hours = timeEntries.TryGetValue(j.Id, out var h) ? h : 0m;
var powderCost = powderCostByJob.TryGetValue(j.Id, out var pc) ? pc : 0m;
var collected = invoices.TryGetValue(j.Id, out var paid) ? paid : 0m;
return new JobProfitabilityItem
{
JobId = j.Id,
JobNumber = j.JobNumber,
CustomerName = !string.IsNullOrWhiteSpace(j.Customer?.CompanyName)
? j.Customer.CompanyName
: $"{j.Customer?.ContactFirstName} {j.Customer?.ContactLastName}".Trim()
is { Length: > 0 } n ? n : "Unknown",
StatusName = j.JobStatus?.DisplayName ?? "Unknown",
StatusColorClass = j.JobStatus?.ColorClass ?? "bg-secondary",
JobDate = j.CreatedAt,
FinalPrice = j.FinalPrice,
AmountCollected = collected,
ActualHours = hours,
ActualLaborCost = Math.Round(hours * laborRate, 2),
ActualPowderCost = Math.Round(powderCost, 2),
HasTimeEntries = timeEntries.ContainsKey(j.Id),
};
})
.Where(r => !timeTrackedOnly || r.HasTimeEntries)
.OrderByDescending(r => r.JobDate)
.ToList();
// ── Summary KPIs ──────────────────────────────────────────────────
var itemsWithCost = items.Where(r => r.EstimatedTotalCost > 0).ToList();
return View(new JobProfitabilityViewModel
{
ReportTitle = "Job Profitability",
ReportDescription = "Actual labor and powder cost vs. billed price per job",
SelectedMonths = months,
TimeTrackedOnly = timeTrackedOnly,
TotalJobs = items.Count,
JobsWithTimeEntries = items.Count(r => r.HasTimeEntries),
TotalRevenue = items.Sum(r => r.FinalPrice),
TotalCollected = items.Sum(r => r.AmountCollected),
TotalEstimatedCost = itemsWithCost.Sum(r => r.EstimatedTotalCost),
TotalActualHours = items.Sum(r => r.ActualHours),
AvgMarginPercent = itemsWithCost.Any()
? Math.Round(itemsWithCost.Average(r => r.MarginPercent), 1)
: 0m,
Items = items,
});
}
/// <summary> /// <summary>
/// Job Status Aging report — all active (non-terminal) jobs sorted by days in their current /// Job Status Aging report — all active (non-terminal) jobs sorted by days in their current
/// status descending. Uses UpdatedAt as the proxy for "when did this job enter its current status" /// status descending. Uses UpdatedAt as the proxy for "when did this job enter its current status"
@@ -2475,6 +2598,231 @@ public class ReportsController : Controller
return View(rows.OrderByDescending(r => r.TotalPaid).ToList()); return View(rows.OrderByDescending(r => r.TotalPaid).ToList());
} }
// =========================================================================
// Timeclock / Attendance
// =========================================================================
/// <summary>
/// Attendance report: daily punch detail and weekly summaries per employee.
/// Managers can see all employees; Workers see their own history only.
/// </summary>
[HttpGet]
public async Task<IActionResult> Attendance(string? mode, string? week, string? month)
{
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Forbid();
var companyId = currentUser.CompanyId;
var isManager = currentUser.CompanyRole is "CompanyAdmin" or "Manager";
var period = ResolveAttendancePeriod(mode, week, month);
var entries = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.CompanyId == companyId
&& e.ClockInTime >= period.Start
&& e.ClockInTime < period.End
&& (isManager || e.UserId == currentUser.Id),
false,
e => e.User);
var grouped = entries
.GroupBy(e => e.UserId)
.Select(g => new AttendanceEmployeeRow
{
UserId = g.Key,
DisplayName = g.First().User?.FullName ?? "Unknown",
// Only Work segments count toward paid hours
TotalHours = Math.Round(g.Where(e => e.EntryType == PowderCoating.Core.Enums.ClockEntryType.Work).Sum(e => e.HoursWorked ?? 0), 2),
Days = g.GroupBy(e => e.ClockInTime.Date)
.OrderByDescending(d => d.Key)
.Select(d => new AttendanceDayRow
{
Date = d.Key,
DayTotal = Math.Round(d.Where(e => e.EntryType == PowderCoating.Core.Enums.ClockEntryType.Work).Sum(e => e.HoursWorked ?? 0), 2),
Segments = d.OrderBy(e => e.ClockInTime).ToList()
}).ToList()
})
.OrderBy(r => r.DisplayName)
.ToList();
ViewBag.Period = period;
ViewBag.IsManager = isManager;
return View(grouped);
}
/// <summary>
/// Exports the attendance data for the selected date range as a CSV file suitable for
/// import into payroll software. Each row is one clock segment (punch pair); employee name,
/// date, clock in/out times, segment hours, day total, and week total are all repeated on
/// every row so the file is fully self-contained in flat-file format.
/// </summary>
[HttpGet]
public async Task<IActionResult> AttendanceCsv(string? mode, string? week, string? month)
{
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Forbid();
var companyId = currentUser.CompanyId;
var isManager = currentUser.CompanyRole is "CompanyAdmin" or "Manager";
var period = ResolveAttendancePeriod(mode, week, month);
var start = period.Start;
var end = period.End;
var entries = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.CompanyId == companyId
&& e.ClockInTime >= start
&& e.ClockInTime < end
&& (isManager || e.UserId == currentUser.Id),
false,
e => e.User);
// Build flat CSV rows sorted by employee name → date → clock-in time
var rows = entries
.OrderBy(e => e.User?.FullName ?? "")
.ThenBy(e => e.ClockInTime)
.ToList();
// Day/week totals count only Work segments (Break/Lunch are unpaid)
var workEntries = entries.Where(e => e.EntryType == PowderCoating.Core.Enums.ClockEntryType.Work).ToList();
var dayTotals = workEntries
.GroupBy(e => (e.UserId, e.ClockInTime.Date))
.ToDictionary(g => g.Key, g => Math.Round(g.Sum(e => e.HoursWorked ?? 0), 2));
// ISO week: group by (UserId, year, week number) where week starts Monday
static int IsoWeek(DateTime d) =>
System.Globalization.ISOWeek.GetWeekOfYear(d);
var weekTotals = workEntries
.GroupBy(e => (e.UserId, e.ClockInTime.Year, IsoWeek(e.ClockInTime)))
.ToDictionary(g => g.Key, g => Math.Round(g.Sum(e => e.HoursWorked ?? 0), 2));
var sb = new System.Text.StringBuilder();
sb.AppendLine("Employee Name,Date,Day of Week,Type,Clock In,Clock Out,Segment Hours,Day Total Hours,Week Total Hours,Notes");
foreach (var entry in rows)
{
var name = CsvEscape(entry.User?.FullName ?? "Unknown");
var date = entry.ClockInTime.ToLocalTime().ToString("yyyy-MM-dd");
var dow = entry.ClockInTime.ToLocalTime().DayOfWeek.ToString();
var entryType = entry.EntryType.ToString(); // Work, Break, or Lunch
var clockIn = entry.ClockInTime.ToLocalTime().ToString("h:mm tt");
var clockOut = entry.ClockOutTime.HasValue
? entry.ClockOutTime.Value.ToLocalTime().ToString("h:mm tt")
: "In Progress";
var segHrs = entry.HoursWorked.HasValue
? entry.HoursWorked.Value.ToString("F2")
: "";
// Day/week totals are blank for Break/Lunch rows — they only appear on Work rows
var isWork = entry.EntryType == PowderCoating.Core.Enums.ClockEntryType.Work;
var dayKey = (entry.UserId, entry.ClockInTime.Date);
var weekKey = (entry.UserId, entry.ClockInTime.Year, IsoWeek(entry.ClockInTime));
var dayTotal = isWork && dayTotals.TryGetValue(dayKey, out var d) ? d.ToString("F2") : "";
var wkTotal = isWork && weekTotals.TryGetValue(weekKey, out var w) ? w.ToString("F2") : "";
var notes = CsvEscape(entry.Notes ?? "");
sb.AppendLine($"{name},{date},{dow},{entryType},{clockIn},{clockOut},{segHrs},{dayTotal},{wkTotal},{notes}");
}
var company = await _unitOfWork.Companies.GetByIdAsync(companyId);
var safeName = (company?.CompanyName ?? "Company").Replace(" ", "_");
var safePeriod = period.PeriodLabel.Replace(" ", "_").Replace("", "-").Replace(",", "");
var filename = $"{safeName}_Attendance_{safePeriod}.csv";
return File(System.Text.Encoding.UTF8.GetBytes(sb.ToString()), "text/csv", filename);
}
private static string CsvEscape(string value)
{
if (value.Contains(',') || value.Contains('"') || value.Contains('\n'))
return $"\"{value.Replace("\"", "\"\"")}\"";
return value;
}
// =========================================================================
// Attendance period helpers
// =========================================================================
/// <summary>
/// Resolves query start/end dates and picker display state from the attendance
/// report's mode/week/month URL params. Defaults to the current ISO week.
/// Shared by <see cref="Attendance"/> and <see cref="AttendanceCsv"/> so both
/// actions always query exactly the same date range for a given URL.
/// </summary>
private static AttendancePeriod ResolveAttendancePeriod(string? mode, string? week, string? month)
{
if (mode?.ToLower() == "month")
{
var monthDate = month != null
&& DateTime.TryParseExact(month + "-01", "yyyy-MM-dd",
System.Globalization.CultureInfo.InvariantCulture,
System.Globalization.DateTimeStyles.None, out var md)
? md
: new DateTime(DateTime.UtcNow.Year, DateTime.UtcNow.Month, 1);
return new AttendancePeriod
{
Mode = "month",
Start = monthDate,
End = monthDate.AddMonths(1),
WeekValue = IsoWeekValue(DateTime.UtcNow),
MonthValue = monthDate.ToString("yyyy-MM"),
PeriodLabel = monthDate.ToString("MMMM yyyy")
};
}
else
{
var weekStart = TryParseIsoWeek(week) ?? CurrentIsoWeekStart();
var weekEnd = weekStart.AddDays(6);
var label = weekStart.Year != weekEnd.Year
? $"{weekStart:MMM d, yyyy} {weekEnd:MMM d, yyyy}"
: weekStart.Month != weekEnd.Month
? $"Week of {weekStart:MMM d} {weekEnd:MMM d, yyyy}"
: $"Week of {weekStart:MMMM d} {weekEnd:d, yyyy}";
return new AttendancePeriod
{
Mode = "week",
Start = weekStart,
End = weekStart.AddDays(7),
WeekValue = IsoWeekValue(weekStart),
MonthValue = new DateTime(DateTime.UtcNow.Year, DateTime.UtcNow.Month, 1).ToString("yyyy-MM"),
PeriodLabel = label
};
}
}
/// <summary>Returns the Monday of the current ISO week in UTC.</summary>
private static DateTime CurrentIsoWeekStart()
{
var today = DateTime.UtcNow.Date;
return System.Globalization.ISOWeek.ToDateTime(
System.Globalization.ISOWeek.GetYear(today),
System.Globalization.ISOWeek.GetWeekOfYear(today),
DayOfWeek.Monday);
}
/// <summary>Formats a date as the ISO week string used by the HTML week picker (e.g. "2026-W22").</summary>
private static string IsoWeekValue(DateTime d) =>
$"{System.Globalization.ISOWeek.GetYear(d):D4}-W{System.Globalization.ISOWeek.GetWeekOfYear(d):D2}";
/// <summary>Parses an ISO week string (e.g. "2026-W22") to the Monday of that week. Returns null on failure.</summary>
private static DateTime? TryParseIsoWeek(string? value)
{
if (value == null) return null;
var parts = value.Split("-W");
if (parts.Length == 2
&& int.TryParse(parts[0], out int yr) && yr is >= 2020 and <= 2100
&& int.TryParse(parts[1], out int wk) && wk is >= 1 and <= 53)
{
try { return System.Globalization.ISOWeek.ToDateTime(yr, wk, DayOfWeek.Monday); }
catch { /* invalid week number for that year */ }
}
return null;
}
/// <summary> /// <summary>
/// Looks up the current tenant's company name from the CompanyId claim. Used to inject the /// Looks up the current tenant's company name from the CompanyId claim. Used to inject the
/// company name into AI prompts so the generated text refers to the actual business, not a /// company name into AI prompts so the generated text refers to the actual business, not a
@@ -2628,3 +2976,30 @@ public class Vendor1099Row
public bool NeedsForm { get; set; } public bool NeedsForm { get; set; }
} }
public class AttendanceEmployeeRow
{
public string UserId { get; set; } = string.Empty;
public string DisplayName { get; set; } = string.Empty;
public decimal TotalHours { get; set; }
public List<AttendanceDayRow> Days { get; set; } = new();
}
public class AttendanceDayRow
{
public DateTime Date { get; set; }
public decimal DayTotal { get; set; }
public List<PowderCoating.Core.Entities.EmployeeClockEntry> Segments { get; set; } = new();
}
/// <summary>Resolved date range and picker state for the attendance report.</summary>
public record AttendancePeriod
{
public string Mode { get; init; } = "week";
public DateTime Start { get; init; }
/// <summary>Exclusive upper bound for EF queries (Start + 7 days or +1 month).</summary>
public DateTime End { get; init; }
public string WeekValue { get; init; } = ""; // "2026-W22"
public string MonthValue { get; init; } = ""; // "2026-05"
public string PeriodLabel { get; init; } = "";
}
@@ -301,6 +301,9 @@ public class SubscriptionManagementController : Controller
case "AllowOnlinePayments": case "AllowOnlinePayments":
config.AllowOnlinePayments = enabled; config.AllowOnlinePayments = enabled;
break; break;
case "AllowCustomFormulas":
config.AllowCustomFormulas = enabled;
break;
default: default:
return BadRequest("Unknown feature."); return BadRequest("Unknown feature.");
} }
@@ -0,0 +1,816 @@
using AutoMapper;
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Identity;
using Microsoft.AspNetCore.Mvc;
using Microsoft.EntityFrameworkCore;
using PowderCoating.Application.DTOs.Timeclock;
using PowderCoating.Core.Entities;
using PowderCoating.Core.Enums;
using PowderCoating.Core.Interfaces;
namespace PowderCoating.Web.Controllers;
/// <summary>
/// Handles employee facility-level timeclock: clock in/out, manager edits, and the
/// tablet kiosk page with PIN-based authentication.
/// Two authentication modes:
/// - Main app actions: standard [Authorize] cookie auth (normal nav users)
/// - Kiosk actions: device-cookie auth (shared tablet, no user login required)
/// </summary>
[Authorize]
public class TimeclockController : Controller
{
private const string KioskCookieName = "TimeclockKioskDevice";
private readonly IUnitOfWork _unitOfWork;
private readonly IMapper _mapper;
private readonly UserManager<ApplicationUser> _userManager;
private readonly IPasswordHasher<ApplicationUser> _passwordHasher;
private readonly ILogger<TimeclockController> _logger;
/// <summary>Initialises dependencies for the timeclock controller.</summary>
public TimeclockController(
IUnitOfWork unitOfWork,
IMapper mapper,
UserManager<ApplicationUser> userManager,
IPasswordHasher<ApplicationUser> passwordHasher,
ILogger<TimeclockController> logger)
{
_unitOfWork = unitOfWork;
_mapper = mapper;
_userManager = userManager;
_passwordHasher = passwordHasher;
_logger = logger;
}
// =========================================================================
// MAIN APP — dashboard
// =========================================================================
/// <summary>
/// Timeclock dashboard: current user's punch button, "who's in" grid, and personal history.
/// </summary>
public async Task<IActionResult> Index()
{
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Forbid();
var companyId = currentUser.CompanyId;
var company = await _unitOfWork.Companies.GetByIdAsync(companyId);
// Current user's open entry (null = clocked out)
var openEntry = await _unitOfWork.EmployeeClockEntries.FirstOrDefaultAsync(
e => e.UserId == currentUser.Id && e.ClockOutTime == null && e.CompanyId == companyId);
// All open entries for the "Who's In" table
var activeEntries = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.ClockOutTime == null && e.CompanyId == companyId,
false,
e => e.User);
// Current user's last 14 days of entries
var since = DateTime.UtcNow.Date.AddDays(-14);
var myHistory = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.UserId == currentUser.Id && e.ClockInTime >= since && e.CompanyId == companyId);
var isManager = currentUser.CompanyRole is "CompanyAdmin" or "Manager";
// Load company employees for the manual-entry dropdown (managers only)
List<(string Id, string Name)> companyUsers = new();
if (isManager)
{
companyUsers = await _userManager.Users
.Where(u => u.CompanyId == companyId && u.IsActive)
.OrderBy(u => u.FirstName).ThenBy(u => u.LastName)
.Select(u => new { u.Id, u.FirstName, u.LastName })
.ToListAsync()
.ContinueWith(t => t.Result
.Select(u => (u.Id, $"{u.FirstName} {u.LastName}".Trim()))
.ToList());
}
ViewBag.CurrentUser = currentUser;
ViewBag.OpenEntry = openEntry != null ? MapEntry(openEntry, currentUser) : null;
ViewBag.ActiveEntries = activeEntries.Select(e => MapEntry(e, e.User)).OrderBy(e => e.ClockInTime).ToList();
ViewBag.MyHistory = myHistory.OrderByDescending(e => e.ClockInTime).ToList();
ViewBag.IsManager = isManager;
ViewBag.NowUtc = DateTime.UtcNow;
ViewBag.CompanyUsers = companyUsers;
ViewBag.AllowMultiplePunches = company?.TimeclockAllowMultiplePunchesPerDay ?? true;
return View();
}
// =========================================================================
// MAIN APP — clock in / out / status
// =========================================================================
/// <summary>Returns the current user's open clock entry, or null if clocked out.</summary>
[HttpGet]
public async Task<IActionResult> MyStatus()
{
var userId = _userManager.GetUserId(User)!;
var companyId = GetCurrentCompanyId();
var openEntry = await _unitOfWork.EmployeeClockEntries.FirstOrDefaultAsync(
e => e.UserId == userId && e.ClockOutTime == null && e.CompanyId == companyId);
if (openEntry == null) return Json(new { isClockedIn = false });
var elapsed = (decimal)(DateTime.UtcNow - openEntry.ClockInTime).TotalHours;
return Json(new
{
isClockedIn = true,
entryId = openEntry.Id,
clockInTime = openEntry.ClockInTime,
elapsedHours = Math.Round(elapsed, 2)
});
}
/// <summary>Returns all employees with an open clock entry (for the "Who's In" widget).</summary>
[HttpGet]
public async Task<IActionResult> ActiveNow()
{
var companyId = GetCurrentCompanyId();
var active = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.ClockOutTime == null && e.CompanyId == companyId,
false,
e => e.User);
var result = active.Select(e => new
{
userId = e.UserId,
displayName = e.User?.FullName ?? "Unknown",
clockInTime = e.ClockInTime,
entryId = e.Id,
entryType = (int)e.EntryType // 0=Work, 1=Break, 2=Lunch
});
return Json(result);
}
/// <summary>
/// Clocks the current user in. Enforces three company-level timeclock settings:
/// (1) auto-closes stale open entries if AutoClockOutHours is set,
/// (2) blocks a second punch today if AllowMultiplePunchesPerDay is false,
/// (3) blocks immediately if already clocked in.
/// </summary>
[HttpPost]
public async Task<IActionResult> ClockIn([FromBody] ClockInRequest request)
{
var userId = _userManager.GetUserId(User)!;
var companyId = GetCurrentCompanyId();
var company = await _unitOfWork.Companies.GetByIdAsync(companyId);
if (company == null) return Forbid();
var now = DateTime.UtcNow;
// Auto clock-out stale open entries if configured
if (company.TimeclockAutoClockOutHours is > 0)
{
var cutoff = now.AddHours(-company.TimeclockAutoClockOutHours.Value);
var stale = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.UserId == userId && e.ClockOutTime == null
&& e.CompanyId == companyId && e.ClockInTime <= cutoff);
foreach (var staleEntry in stale)
{
staleEntry.ClockOutTime = staleEntry.ClockInTime.AddHours(company.TimeclockAutoClockOutHours.Value);
staleEntry.HoursWorked = company.TimeclockAutoClockOutHours.Value;
staleEntry.Notes = (staleEntry.Notes + " [Auto clocked out]").Trim();
}
if (stale.Any()) await _unitOfWork.CompleteAsync();
}
// Still clocked in?
var alreadyOpen = await _unitOfWork.EmployeeClockEntries.FirstOrDefaultAsync(
e => e.UserId == userId && e.ClockOutTime == null && e.CompanyId == companyId);
if (alreadyOpen != null)
return BadRequest(new { message = "You are already clocked in. Please clock out first." });
// Block second punch today if setting disallows it
if (!company.TimeclockAllowMultiplePunchesPerDay)
{
var todayStart = now.Date;
var punchedToday = await _unitOfWork.EmployeeClockEntries.AnyAsync(
e => e.UserId == userId && e.CompanyId == companyId && e.ClockInTime >= todayStart);
if (punchedToday)
return BadRequest(new { message = "Multiple clock-ins per day are not allowed. You have already clocked in today." });
}
var entry = new EmployeeClockEntry
{
UserId = userId,
CompanyId = companyId,
ClockInTime = now,
Notes = request.Notes?.Trim()
};
await _unitOfWork.EmployeeClockEntries.AddAsync(entry);
await _unitOfWork.CompleteAsync();
_logger.LogInformation("User {UserId} clocked in (entry {EntryId})", userId, entry.Id);
return Json(new { success = true, entryId = entry.Id, clockInTime = entry.ClockInTime });
}
/// <summary>Clocks the current user out, storing the elapsed hours on the entry.</summary>
[HttpPost]
public async Task<IActionResult> ClockOut([FromBody] ClockOutRequest request)
{
var userId = _userManager.GetUserId(User)!;
var companyId = GetCurrentCompanyId();
var entry = await _unitOfWork.EmployeeClockEntries.GetByIdAsync(request.EntryId);
if (entry == null || entry.UserId != userId || entry.CompanyId != companyId)
return NotFound(new { message = "Clock entry not found." });
if (entry.ClockOutTime != null)
return BadRequest(new { message = "This entry is already clocked out." });
var now = DateTime.UtcNow;
entry.ClockOutTime = now;
entry.HoursWorked = Math.Round((decimal)(now - entry.ClockInTime).TotalHours, 2);
if (!string.IsNullOrWhiteSpace(request.Notes))
entry.Notes = request.Notes.Trim();
await _unitOfWork.CompleteAsync();
_logger.LogInformation("User {UserId} clocked out (entry {EntryId}, {Hours}h)", userId, entry.Id, entry.HoursWorked);
return Json(new { success = true, hoursWorked = entry.HoursWorked, clockOutTime = entry.ClockOutTime });
}
// =========================================================================
// MAIN APP — manager: history, edit, delete
// =========================================================================
/// <summary>Returns paginated clock entries. Managers can pass any userId; others only see their own.</summary>
[HttpGet]
public async Task<IActionResult> History(DateTime? from, DateTime? to, string? userId)
{
var currentUser = await _userManager.GetUserAsync(User);
if (currentUser == null) return Forbid();
var companyId = currentUser.CompanyId;
var isManager = currentUser.CompanyRole is "CompanyAdmin" or "Manager";
var filterUser = isManager ? userId : currentUser.Id;
var start = (from ?? DateTime.UtcNow.AddDays(-30)).Date;
var end = (to ?? DateTime.UtcNow).Date.AddDays(1);
var entries = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.CompanyId == companyId
&& e.ClockInTime >= start
&& e.ClockInTime < end
&& (filterUser == null || e.UserId == filterUser),
false,
e => e.User);
var dtos = entries.OrderByDescending(e => e.ClockInTime)
.Select(e => MapEntry(e, e.User))
.ToList();
return Json(dtos);
}
/// <summary>Manager-only: edit clock-in/out times or notes on any entry in the company.</summary>
[HttpPost]
public async Task<IActionResult> Edit([FromBody] EditClockEntryRequest request)
{
if (!await IsManagerAsync()) return Forbid();
var companyId = GetCurrentCompanyId();
var entry = await _unitOfWork.EmployeeClockEntries.GetByIdAsync(request.Id);
if (entry == null || entry.CompanyId != companyId)
return NotFound(new { message = "Entry not found." });
entry.ClockInTime = request.ClockInTime;
entry.ClockOutTime = request.ClockOutTime;
entry.Notes = request.Notes?.Trim();
if (request.ClockOutTime.HasValue)
entry.HoursWorked = Math.Round(
(decimal)(request.ClockOutTime.Value - request.ClockInTime).TotalHours, 2);
else
entry.HoursWorked = null;
await _unitOfWork.CompleteAsync();
return Json(new { success = true });
}
/// <summary>Manager-only: soft-delete a clock entry.</summary>
[HttpPost]
public async Task<IActionResult> Delete([FromBody] int id)
{
if (!await IsManagerAsync()) return Forbid();
var companyId = GetCurrentCompanyId();
var entry = await _unitOfWork.EmployeeClockEntries.GetByIdAsync(id);
if (entry == null || entry.CompanyId != companyId)
return NotFound(new { message = "Entry not found." });
await _unitOfWork.EmployeeClockEntries.SoftDeleteAsync(id);
await _unitOfWork.CompleteAsync();
return Json(new { success = true });
}
/// <summary>
/// Closes the current open Work entry and opens a Break or Lunch entry.
/// The caller must have an open Work segment; calling while already on a break returns 400.
/// Multi-punches-per-day setting is intentionally bypassed — taking a break is inherently
/// a second punch in the same day and should always be allowed.
/// </summary>
[HttpPost]
public async Task<IActionResult> GoOnBreak([FromBody] GoOnBreakRequest request)
{
if (request.BreakType is not (ClockEntryType.Break or ClockEntryType.Lunch))
return BadRequest(new { message = "Invalid break type." });
var userId = _userManager.GetUserId(User)!;
var companyId = GetCurrentCompanyId();
var openEntry = await _unitOfWork.EmployeeClockEntries.FirstOrDefaultAsync(
e => e.UserId == userId && e.ClockOutTime == null && e.CompanyId == companyId);
if (openEntry == null)
return BadRequest(new { message = "You are not currently clocked in." });
if (openEntry.EntryType != ClockEntryType.Work)
return BadRequest(new { message = "You are already on a break." });
var now = DateTime.UtcNow;
// Close the work segment
openEntry.ClockOutTime = now;
openEntry.HoursWorked = Math.Round((decimal)(now - openEntry.ClockInTime).TotalHours, 2);
// Open the break/lunch segment
var breakEntry = new EmployeeClockEntry
{
UserId = userId,
CompanyId = companyId,
ClockInTime = now,
EntryType = request.BreakType
};
await _unitOfWork.EmployeeClockEntries.AddAsync(breakEntry);
await _unitOfWork.CompleteAsync();
_logger.LogInformation("User {UserId} started {BreakType} (entry {EntryId})", userId, request.BreakType, breakEntry.Id);
return Json(new { success = true, entryId = breakEntry.Id });
}
/// <summary>
/// Closes the current open Break/Lunch entry and opens a new Work entry.
/// The caller must have an open Break or Lunch segment; calling while working returns 400.
/// </summary>
[HttpPost]
public async Task<IActionResult> ReturnFromBreak()
{
var userId = _userManager.GetUserId(User)!;
var companyId = GetCurrentCompanyId();
var openEntry = await _unitOfWork.EmployeeClockEntries.FirstOrDefaultAsync(
e => e.UserId == userId && e.ClockOutTime == null && e.CompanyId == companyId);
if (openEntry == null || openEntry.EntryType == ClockEntryType.Work)
return BadRequest(new { message = "You are not currently on a break." });
var now = DateTime.UtcNow;
// Close the break segment
openEntry.ClockOutTime = now;
openEntry.HoursWorked = Math.Round((decimal)(now - openEntry.ClockInTime).TotalHours, 2);
// Open a new work segment
var workEntry = new EmployeeClockEntry
{
UserId = userId,
CompanyId = companyId,
ClockInTime = now,
EntryType = ClockEntryType.Work
};
await _unitOfWork.EmployeeClockEntries.AddAsync(workEntry);
await _unitOfWork.CompleteAsync();
_logger.LogInformation("User {UserId} returned from {BreakType} (new entry {EntryId})", userId, openEntry.EntryType, workEntry.Id);
return Json(new { success = true, entryId = workEntry.Id });
}
/// <summary>
/// Manager-only: create a manual time entry for any active employee in the company.
/// Used to record missed punches, paper timesheets, or schedule corrections.
/// ClockInTime and ClockOutTime are expected as UTC ISO strings from the JS client.
/// </summary>
[HttpPost]
public async Task<IActionResult> ManualEntry([FromBody] ManualEntryRequest request)
{
if (!await IsManagerAsync()) return Forbid();
var companyId = GetCurrentCompanyId();
// Verify the target user belongs to this company
var targetUser = await _userManager.FindByIdAsync(request.UserId);
if (targetUser == null || targetUser.CompanyId != companyId || !targetUser.IsActive)
return NotFound(new { message = "Employee not found." });
if (request.ClockOutTime.HasValue && request.ClockOutTime.Value <= request.ClockInTime)
return BadRequest(new { message = "Clock-out time must be after clock-in time." });
var entry = new EmployeeClockEntry
{
UserId = request.UserId,
CompanyId = companyId,
ClockInTime = request.ClockInTime,
ClockOutTime = request.ClockOutTime,
Notes = request.Notes?.Trim()
};
if (request.ClockOutTime.HasValue)
entry.HoursWorked = Math.Round(
(decimal)(request.ClockOutTime.Value - request.ClockInTime).TotalHours, 2);
await _unitOfWork.EmployeeClockEntries.AddAsync(entry);
await _unitOfWork.CompleteAsync();
_logger.LogInformation(
"Manager {ManagerId} created manual entry for {TargetUserId} (entry {EntryId})",
_userManager.GetUserId(User), request.UserId, entry.Id);
return Json(new { success = true, entryId = entry.Id });
}
// =========================================================================
// KIOSK — device activation
// =========================================================================
/// <summary>
/// Shows the kiosk activation form where a manager can optionally name the device
/// before activating it. Navigate to this URL on each tablet to register it.
/// </summary>
[HttpGet("Timeclock/Kiosk/Activate")]
public async Task<IActionResult> KioskActivate()
{
if (!await IsManagerAsync()) return Forbid();
return View();
}
/// <summary>
/// Creates a new <see cref="TimeclockKioskDevice"/> row and writes the device cookie for
/// this tablet. Multiple devices per company are supported — each tablet gets its own token.
/// </summary>
[HttpPost("Timeclock/Kiosk/Activate")]
[ValidateAntiForgeryToken]
public async Task<IActionResult> KioskActivatePost(string? deviceName)
{
if (!await IsManagerAsync()) return Forbid();
var companyId = GetCurrentCompanyId();
var token = Guid.NewGuid().ToString("N");
var device = new TimeclockKioskDevice
{
CompanyId = companyId,
Token = token,
DeviceName = string.IsNullOrWhiteSpace(deviceName) ? null : deviceName.Trim(),
ActivatedAt = DateTime.UtcNow
};
await _unitOfWork.TimeclockKioskDevices.AddAsync(device);
await _unitOfWork.CompleteAsync();
WriteTimeclockKioskCookie(companyId, token);
TempData["Success"] = "Kiosk activated on this device.";
return RedirectToAction(nameof(Kiosk));
}
/// <summary>Deactivates a specific kiosk device by ID. Deletes its row so the cookie is invalidated on next use.</summary>
[HttpPost]
public async Task<IActionResult> KioskDeactivate(int id)
{
if (!await IsManagerAsync()) return Json(new { success = false, message = "Forbidden." });
var companyId = GetCurrentCompanyId();
var device = await _unitOfWork.TimeclockKioskDevices.GetByIdAsync(id);
if (device == null || device.CompanyId != companyId)
return Json(new { success = false, message = "Device not found." });
await _unitOfWork.TimeclockKioskDevices.DeleteAsync(device);
await _unitOfWork.CompleteAsync();
// If the current browser holds this device's cookie, clear it too
var cookie = ReadTimeclockKioskCookie();
if (cookie?.token == device.Token)
DeleteTimeclockKioskCookie();
return Json(new { success = true });
}
/// <summary>Returns the list of active kiosk devices for this company. Used by the Settings tab.</summary>
[HttpGet]
public async Task<IActionResult> KioskDevices()
{
if (!await IsManagerAsync()) return Forbid();
var companyId = GetCurrentCompanyId();
var devices = await _unitOfWork.TimeclockKioskDevices.FindAsync(
d => d.CompanyId == companyId);
var result = devices.OrderBy(d => d.ActivatedAt).Select(d => new
{
id = d.Id,
deviceName = d.DeviceName ?? "Unnamed Device",
activatedAt = d.ActivatedAt,
lastSeenAt = d.LastSeenAt
});
return Json(result);
}
// =========================================================================
// KIOSK — tablet UI
// =========================================================================
/// <summary>
/// Tablet timeclock kiosk page. Requires device-cookie auth; no user login needed.
/// Validates the cookie token against <see cref="TimeclockKioskDevice"/> rows (supports multiple tablets per company).
/// </summary>
[AllowAnonymous]
[HttpGet("Timeclock/Kiosk")]
public async Task<IActionResult> Kiosk()
{
var (device, company) = await ValidateKioskCookieAsync();
if (device == null || company == null)
return View("KioskError", "This device is not activated as a timeclock kiosk. Ask a manager to activate it at Timeclock &rsaquo; Activate Kiosk.");
if (!company.TimeclockEnabled)
return View("KioskError", "Timeclock is currently disabled for this company.");
await TouchDeviceAsync(device);
ViewBag.CompanyName = company.CompanyName;
ViewBag.CompanyId = company.Id;
return View();
}
/// <summary>
/// Returns the list of active employees who have a kiosk PIN set, along with their current clock-in status.
/// Called by the kiosk page on load and after each punch.
/// </summary>
[AllowAnonymous, HttpGet]
public async Task<IActionResult> KioskEmployees()
{
var cookie = ReadTimeclockKioskCookie();
if (cookie == null) return Forbid();
// Validate device (no need to touch LastSeenAt on every poll)
var device = await _unitOfWork.TimeclockKioskDevices.FirstOrDefaultAsync(
d => d.CompanyId == cookie.Value.companyId && d.Token == cookie.Value.token,
true);
if (device == null) return Forbid();
var companyId = cookie.Value.companyId;
var users = await _userManager.Users
.Where(u => u.CompanyId == companyId && u.IsActive && u.KioskPin != null)
.ToListAsync();
// Get current open entries for this company
var openUserIds = (await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.ClockOutTime == null && e.CompanyId == companyId))
.Select(e => e.UserId)
.ToHashSet();
var employees = users.Select(u => new KioskEmployeeDto
{
UserId = u.Id,
DisplayName = u.FullName,
Initials = BuildInitials(u),
IsClockedIn = openUserIds.Contains(u.Id)
}).OrderBy(e => e.DisplayName).ToList();
return Json(employees);
}
/// <summary>
/// Kiosk punch endpoint: validates PIN and clocks the employee in or out automatically.
/// Returns the action taken ("clockIn" or "clockOut") and the segment/daily totals.
/// </summary>
[AllowAnonymous, HttpPost]
public async Task<IActionResult> KioskPunch([FromBody] KioskPunchRequest request)
{
var cookie = ReadTimeclockKioskCookie();
if (cookie == null) return Forbid();
var companyId = cookie.Value.companyId;
var device = await _unitOfWork.TimeclockKioskDevices.FirstOrDefaultAsync(
d => d.CompanyId == companyId && d.Token == cookie.Value.token, true);
if (device == null) return Forbid();
var company = await _unitOfWork.Companies.GetByIdAsync(companyId, ignoreQueryFilters: true);
if (company == null || !company.TimeclockEnabled) return Forbid();
var user = await _userManager.FindByIdAsync(request.UserId);
if (user == null || user.CompanyId != companyId || !user.IsActive || user.KioskPin == null)
return BadRequest(new { message = "Employee not found or kiosk disabled." });
// Verify PIN
var hashResult = _passwordHasher.VerifyHashedPassword(user, user.KioskPin, request.Pin);
if (hashResult == PasswordVerificationResult.Failed)
return BadRequest(new { message = "Incorrect PIN. Please try again." });
var now = DateTime.UtcNow;
// Auto clock-out stale open entries (shared logic with main-app ClockIn)
if (company.TimeclockAutoClockOutHours is > 0)
{
var cutoff = now.AddHours(-company.TimeclockAutoClockOutHours.Value);
var stale = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.UserId == user.Id && e.ClockOutTime == null
&& e.CompanyId == companyId && e.ClockInTime <= cutoff);
foreach (var s in stale)
{
s.ClockOutTime = s.ClockInTime.AddHours(company.TimeclockAutoClockOutHours.Value);
s.HoursWorked = company.TimeclockAutoClockOutHours.Value;
s.Notes = (s.Notes + " [Auto clocked out]").Trim();
}
if (stale.Any()) await _unitOfWork.CompleteAsync();
}
// Check for open entry
var openEntry = await _unitOfWork.EmployeeClockEntries.FirstOrDefaultAsync(
e => e.UserId == user.Id && e.ClockOutTime == null && e.CompanyId == companyId);
string action;
decimal segmentHours = 0;
if (openEntry != null)
{
// Clock out
openEntry.ClockOutTime = now;
openEntry.HoursWorked = Math.Round((decimal)(now - openEntry.ClockInTime).TotalHours, 2);
await _unitOfWork.CompleteAsync();
action = "clockOut";
segmentHours = openEntry.HoursWorked.Value;
}
else
{
// Block second punch today if not allowed
if (!company.TimeclockAllowMultiplePunchesPerDay)
{
var todayPunched = await _unitOfWork.EmployeeClockEntries.AnyAsync(
e => e.UserId == user.Id && e.CompanyId == companyId && e.ClockInTime >= now.Date);
if (todayPunched)
return BadRequest(new { message = "Multiple clock-ins per day are not allowed." });
}
// Clock in
var entry = new EmployeeClockEntry
{
UserId = user.Id,
CompanyId = companyId,
ClockInTime = now
};
await _unitOfWork.EmployeeClockEntries.AddAsync(entry);
await _unitOfWork.CompleteAsync();
action = "clockIn";
}
// Compute today's running total (all completed segments + any still-open segment)
var todayStart = now.Date;
var todayEntries = await _unitOfWork.EmployeeClockEntries.FindAsync(
e => e.UserId == user.Id && e.CompanyId == companyId && e.ClockInTime >= todayStart);
decimal dailyTotal = todayEntries.Sum(e =>
e.HoursWorked ?? (decimal)(now - e.ClockInTime).TotalHours);
dailyTotal = Math.Round(dailyTotal, 2);
return Json(new
{
action,
displayName = user.FullName,
timestamp = now,
segmentHours,
dailyTotal,
segmentCount = todayEntries.Count()
});
}
// =========================================================================
// PIN management (called from Users UI via AJAX)
// =========================================================================
/// <summary>Sets or clears a 4-digit kiosk PIN for the specified employee. Manager-only.</summary>
[HttpPost]
public async Task<IActionResult> SetKioskPin(string userId, string? pin)
{
if (!await IsManagerAsync()) return Forbid();
var companyId = GetCurrentCompanyId();
var user = await _userManager.FindByIdAsync(userId);
if (user == null || user.CompanyId != companyId)
return NotFound(new { message = "User not found." });
if (string.IsNullOrWhiteSpace(pin))
{
user.KioskPin = null;
}
else
{
if (pin.Length != 4 || !pin.All(char.IsDigit))
return BadRequest(new { message = "PIN must be exactly 4 digits." });
user.KioskPin = _passwordHasher.HashPassword(user, pin);
}
await _userManager.UpdateAsync(user);
return Json(new { success = true });
}
// =========================================================================
// Helpers
// =========================================================================
/// <summary>
/// Validates the kiosk device cookie against the <see cref="TimeclockKioskDevice"/> table.
/// Returns (null, null) if the cookie is absent or the token no longer exists.
/// Queries with ignoreQueryFilters because the kiosk runs without a logged-in user context.
/// </summary>
private async Task<(TimeclockKioskDevice? device, Company? company)> ValidateKioskCookieAsync()
{
var cookie = ReadTimeclockKioskCookie();
if (cookie == null) return (null, null);
var device = await _unitOfWork.TimeclockKioskDevices.FirstOrDefaultAsync(
d => d.CompanyId == cookie.Value.companyId && d.Token == cookie.Value.token,
true);
if (device == null) return (null, null);
var company = await _unitOfWork.Companies.GetByIdAsync(cookie.Value.companyId, ignoreQueryFilters: true);
return (device, company);
}
/// <summary>Updates <see cref="TimeclockKioskDevice.LastSeenAt"/> without blocking the response.</summary>
private async Task TouchDeviceAsync(TimeclockKioskDevice device)
{
device.LastSeenAt = DateTime.UtcNow;
await _unitOfWork.TimeclockKioskDevices.UpdateAsync(device);
await _unitOfWork.CompleteAsync();
}
private int GetCurrentCompanyId()
{
var claim = User.FindFirst("CompanyId")?.Value;
return int.TryParse(claim, out int id) ? id : 0;
}
private async Task<bool> IsManagerAsync()
{
var user = await _userManager.GetUserAsync(User);
return user?.CompanyRole is "CompanyAdmin" or "Manager";
}
private (int companyId, string token)? ReadTimeclockKioskCookie()
{
if (!Request.Cookies.TryGetValue(KioskCookieName, out var raw) || string.IsNullOrEmpty(raw))
return null;
var parts = raw.Split(':', 2);
if (parts.Length != 2 || !int.TryParse(parts[0], out int id))
return null;
return (id, parts[1]);
}
private void WriteTimeclockKioskCookie(int companyId, string token)
{
Response.Cookies.Append(KioskCookieName, $"{companyId}:{token}", new CookieOptions
{
HttpOnly = true,
Secure = true,
SameSite = SameSiteMode.Lax,
MaxAge = TimeSpan.FromDays(365)
});
}
private void DeleteTimeclockKioskCookie()
{
Response.Cookies.Delete(KioskCookieName);
}
private static EmployeeClockEntryDto MapEntry(EmployeeClockEntry e, ApplicationUser? user) =>
new()
{
Id = e.Id,
UserId = e.UserId,
UserDisplayName = user?.FullName ?? "Unknown",
ClockInTime = e.ClockInTime,
ClockOutTime = e.ClockOutTime,
HoursWorked = e.HoursWorked,
EntryType = e.EntryType,
Notes = e.Notes
};
private static string BuildInitials(ApplicationUser u)
{
var first = string.IsNullOrEmpty(u.FirstName) ? "" : u.FirstName[0].ToString();
var last = string.IsNullOrEmpty(u.LastName) ? "" : u.LastName[0].ToString();
return (first + last).ToUpperInvariant();
}
}
@@ -215,8 +215,23 @@ public class VendorsController : Controller
try try
{ {
var currentUser = await _userManager.GetUserAsync(User); var currentUser = await _userManager.GetUserAsync(User);
var companyId = currentUser!.CompanyId;
var duplicate = await _unitOfWork.Vendors.FirstOrDefaultAsync(
v => v.CompanyId == companyId && v.CompanyName.ToLower() == dto.CompanyName.ToLower());
if (duplicate != null)
{
var msg = $"A vendor named '{dto.CompanyName}' already exists.";
if (inline)
return Json(new { success = false, errors = new[] { msg } });
ModelState.AddModelError(nameof(dto.CompanyName), msg);
await PopulateExpenseAccountsAsync();
await PopulateVendorCategoriesAsync(dto.CategoryIds);
return View(dto);
}
var vendor = _mapper.Map<Vendor>(dto); var vendor = _mapper.Map<Vendor>(dto);
vendor.CompanyId = currentUser!.CompanyId; vendor.CompanyId = companyId;
if (dto.CategoryIds.Any()) if (dto.CategoryIds.Any())
{ {
@@ -197,10 +197,14 @@ public static class HelpKnowledgeBase
5. Review the pricing breakdown 5. Review the pricing breakdown
6. Save as Draft or Send immediately 6. Save as Draft or Send immediately
**Three item types in the quote wizard:** **Item types in the quote/job wizard:**
1. *Calculated* you enter dimensions; system calculates surface area and price from operating costs 1. *Product from Catalog* pick a pre-priced catalog item; price is fixed, no surface-area calculation
2. *Custom Work* you set a manual price (for non-standard work) 2. *Calculated* enter dimensions; system calculates surface area and price from operating costs; includes coatings and prep steps
3. *AI Photo Quote* upload photos; AI (Claude) analyzes the item and estimates surface area, complexity, and labor 3. *Flat-Rate Charge* set a fixed price manually; optionally enable "Specify powder coating" toggle to record color/powder details for tracking and ordering without affecting the flat price; always fill in the Color Name field so it appears in the Custom Powder Order description
4. *Labor Only* bill by the hour at the standard labor rate; no coating or prep step
5. *AI Photo Quote* upload photos; AI (Claude) analyzes the item and estimates surface area, complexity, and labor
6. *Merchandise* sell off-the-shelf items (T-shirts, tumblers, accessories) from your catalog at a fixed price
7. *Custom Formula* use a formula template from Company Settings to calculate price from exact measurements (e.g. length × width × height for a box)
**Pricing breakdown components:** **Pricing breakdown components:**
- Powder/material cost (cost per sq ft × surface area) - Powder/material cost (cost per sq ft × surface area)
@@ -213,6 +217,12 @@ public static class HelpKnowledgeBase
- Customer tier discount - Customer tier discount
- Tax (0% for tax-exempt customers) - Tax (0% for tax-exempt customers)
**Custom Powder Order ordering costs as a separate line item:** When a coat is configured with a manually entered cost per lb (no inventory item selected) or with a powder color that must be ordered (the "Order this color" path), the material cost for that powder is NOT added to the individual item price. Instead, the system auto-generates a separate **"Custom Powder Order"** line item that collects all ordering costs in one place. This lets you add shipping/freight to the total before presenting it to the customer.
- While building the quote, a dashed yellow **Powder Order** preview card appears below the item cards. It shows the calculated material cost with an editable price field. Enter the final amount you want to charge material plus any shipping before saving.
- On the saved quote, the Custom Powder Order appears as its own line item with the color name(s) in its description (e.g. "Custom Powder Order (Gloss Black, Satin Silver)"). Always fill in the Color Name field in the coating layer if you typed a color name in the catalog search box but did not select a catalog result, the wizard copies the typed text to Color Name automatically when you tab away. If no color name is entered, the item card shows a red "No color specified" badge as a reminder.
- A yellow banner on the Quote Details page reminds you when a Custom Powder Order is present so you don't forget to account for shipping.
- The Custom Powder Order is created only once (on first save). After that, the price is yours to edit the system will not overwrite it on subsequent saves.
**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. **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. **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.
@@ -236,6 +246,8 @@ public static class HelpKnowledgeBase
**Changing the customer on a quote:** On the Quote Details page, the Customer field is an always-visible dropdown. Select a different customer a confirmation banner appears asking you to confirm the change. Click **Save** to apply or **Cancel** to revert to the original. This is especially useful when a quote was created under the "Walk-In / Phone" placeholder and the real customer record is added later. **Changing the customer on a quote:** On the Quote Details page, the Customer field is an always-visible dropdown. Select a different customer a confirmation banner appears asking you to confirm the change. Click **Save** to apply or **Cancel** to revert to the original. This is especially useful when a quote was created under the "Walk-In / Phone" placeholder and the real customer record is added later.
**Quote Revision History:** Every change to a quote is recorded in a timeline at the bottom of the Quote Details page. Changes from the same save are grouped into one revision entry. Tracked events include: total price changes (shown as oldnew badge on the revision header), status transitions, sent/resent events (including recipient email), approvals, line item adds/removes/edits, and field changes (dates, terms, notes, tax, discount). Timeline icons: blue envelope = sent to customer, green check = approved, red X = rejected, purple arrow = converted to job, grey pencil = general edit.
--- ---
## JOBS ## JOBS
@@ -338,6 +350,8 @@ public static class HelpKnowledgeBase
**Logging material usage from a PC (without QR scan):** On the Job Details page, expand the Materials Used section and click **Log Material**. A modal opens where you can: select any inventory item from a dropdown (current stock level shown), choose whether to enter the amount used or the amount remaining (the system calculates usage automatically), pick a reason (Job Usage or Waste/Spillage), and add optional notes. Saves immediately and updates inventory on hand. **Logging material usage from a PC (without QR scan):** On the Job Details page, expand the Materials Used section and click **Log Material**. A modal opens where you can: select any inventory item from a dropdown (current stock level shown), choose whether to enter the amount used or the amount remaining (the system calculates usage automatically), pick a reason (Job Usage or Waste/Spillage), and add optional notes. Saves immediately and updates inventory on hand.
**Custom Powder Order ordering costs as a separate line item:** Same behavior as quotes. When a coat uses a custom or incoming powder (manually entered cost per lb, or a color ordered through the "Order this color" path), the material cost is separated from the item price and collected into a single **"Custom Powder Order"** line item. While building the job, a dashed yellow Powder Order preview card appears; edit its price before saving to include shipping. After the first save the price is user-owned and will not be overwritten.
**Blank Work Order:** Print a pre-formatted paper work order to hand to a walk-in customer before creating a digital job record. **Blank Work Order:** Print a pre-formatted paper work order to hand to a walk-in customer before creating a digital job record.
- Access: Jobs list page printer icon button "Blank Work Order" in the top-right toolbar. Or navigate directly to /WorkOrder/Blank. - Access: Jobs list page printer icon button "Blank Work Order" in the top-right toolbar. Or navigate directly to /WorkOrder/Blank.
- The PDF opens in a new tab ready to print. It includes: company logo and address, Drop Off Date field, Client Name / Client Phone / Due Date fields, 12-row parts table (Part Description / Color / Quote), Notes box, customizable Terms & Conditions text, and a Customer Signature line. - The PDF opens in a new tab ready to print. It includes: company logo and address, Drop Off Date field, Client Name / Client Phone / Due Date fields, 12-row parts table (Part Description / Color / Quote), Notes box, customizable Terms & Conditions text, and a Customer Signature line.
@@ -619,6 +633,7 @@ public static class HelpKnowledgeBase
- *Ask Your Financials* [/Reports/FinancialQuery](/Reports/FinancialQuery) natural language query interface. Type any financial question ("What were my top expenses last quarter?", "Which customers owe the most?") and the AI answers using your real data. Includes suggestion chips, follow-up prompts, supporting facts, and session history. The right panel shows a YTD financial snapshot (revenue, expenses, net income, open AR, open AP). - *Ask Your Financials* [/Reports/FinancialQuery](/Reports/FinancialQuery) natural language query interface. Type any financial question ("What were my top expenses last quarter?", "Which customers owe the most?") and the AI answers using your real data. Includes suggestion chips, follow-up prompts, supporting facts, and session history. The right panel shows a YTD financial snapshot (revenue, expenses, net income, open AR, open AP).
- *Powder Usage Report* powder consumption by item/job - *Powder Usage Report* powder consumption by item/job
- *Job Cycle Time Report* how long jobs spend in each status - *Job Cycle Time Report* how long jobs spend in each status
- *Job Profitability Report* [/Reports/JobProfitability](/Reports/JobProfitability) compares each job's billed price against actual labor cost (logged hours × Standard Labor Rate) and estimated powder cost (lbs × cost/lb). Shows gross margin and margin % per job. Jobs without time entries show $0 labor cost; use the "Time-tracked jobs only" toggle to filter for accurate averages. Color-coded: green 40%, yellow 20%, red below 20%. This is a direct-cost margin only overhead and equipment are not broken out separately.
Most financial reports support PDF export. The Sales Tax Report also supports CSV export. Most financial reports support PDF export. The Sales Tax Report also supports CSV export.
@@ -1196,6 +1211,26 @@ public static class HelpKnowledgeBase
--- ---
## DATA IMPORT / EXPORT
**Where:** [Tools](/Tools) in the left sidebar under Admin Tools
**What it does:** Import records in bulk from CSV, or export your data for use in other systems (QuickBooks Desktop, QuickBooks Online, Excel/CSV). Use the step-by-step wizard: choose Import or Export choose format select data type upload or download.
**Importing Jobs from CSV:**
Required columns: JobNumber, CustomerEmail (or CustomerName), Status, Priority, ScheduledDate, DueDate, FinalPrice, CustomerPO, SpecialInstructions, Notes.
- **FinalPrice**: a number (e.g. 150.00) or blank for $0. Non-numeric values (e.g. a spreadsheet formula that resolves to "false") are treated as $0 with a warning the row is still imported.
- **CustomerEmail vs CustomerName**: email is tried first; if no match is found and CustomerName is provided, name is tried as a fallback. A warning is added when name-matching is used.
- **Status / Priority**: unrecognised values default to Pending / Normal with a warning.
- **Duplicate job numbers**: rows matching an existing job number are skipped with a warning.
After import, the results page shows a summary of rows imported, skipped, and any warnings or errors per row.
**Importing Customers, Inventory, Quotes, Appointments:** Use the same wizard select CSV format and then choose the record type. Each type has a downloadable template (click "Download Template" in the wizard) showing the expected column headers.
**Exporting data:** Choose Export format (CSV, QuickBooks Desktop .IIF, QuickBooks Online .CSV, Excel) select which data types to include download. All exports respect your company's tenant filter you only export your own data.
---
## AUDIT LOG ## AUDIT LOG
**Where:** [Audit Log](/AuditLog) under Admin Tools (CompanyAdmin and above) **Where:** [Audit Log](/AuditLog) under Admin Tools (CompanyAdmin and above)
@@ -1388,5 +1423,75 @@ public static class HelpKnowledgeBase
--- ---
Remember: if the user asks something outside this knowledge base or asks for something very specific to their data, acknowledge the limits and point them to the relevant page or the Help Center. Remember: if the user asks something outside this knowledge base or asks for something very specific to their data, acknowledge the limits and point them to the relevant page or the Help Center.
---
**Custom Formula Item Templates (Company Settings Custom Formulas):**
Reusable NCalc pricing formulas for complex fabricated items (roof curbs, electrical enclosures, welded frames). Each template has a list of measurement fields and a formula expression. Two output modes:
- Fixed Rate: formula produces a dollar amount stored as ManualUnitPrice × Qty
- Surface Area: formula produces sq ft standard coating engine prices it
Creating a template: New Template enter name + output mode + fields (name, label, unit, default value) write NCalc formula using field names Run to test optionally upload a diagram image Save
AI Generator: enter description in "AI Formula Generator" box in the template editor Claude suggests formula + fields + mode review and save
Using in wizard: item wizard shows "Custom Formula Item" card if active templates exist choose template template diagram shown for reference enter measurements Calculate verify result continue to coatings/prep steps
Formula variable names: snake_case, letters/digits/underscores only. Reserved variable: "rate" (pre-populated from Default Rate).
NCalc syntax: +, -, *, /, %, Pow(b,e), Abs(x), Round(x,d), Max(a,b), Min(a,b), Sqrt(x)
Common formula patterns (all Fixed Rate, divide inches by 144 to get sqft):
- 6-sided box: fields l_in/w_in/h_in 2*(l_in*w_in + l_in*h_in + w_in*h_in) / 144 * rate
- Cylinder: fields d_in/h_in (3.14159 * d_in * h_in + 2 * 3.14159 * Pow(d_in/2, 2)) / 144 * rate
- Flat panel: fields l_in/w_in l_in * w_in / 144 * rate
Walkthrough: first time opening Custom Formulas tab with no templates triggers a 7-step guided tour automatically; also accessible via "How it works" button
Help article: Help Custom Formula Item Templates
**Community Formula Library (Company Settings Custom Formulas Community Library button):**
Platform-wide library where companies share their custom formula templates with all Powder Coating Logix users.
- Sharing: in the Library column on the Custom Formulas tab, click Share add optional Tags and Industry Hint Publish to Library. Eligible templates: ones created from scratch, or imported templates the company has since modified. Unmodified copies of another company's formula cannot be re-shared.
- Browsing: open via Community Library button on Custom Formulas tab search by name/description/tags, filter by Output Mode or Industry click Preview & Import to see full fields, formula expression, and diagram.
- Importing: click Import to My Formulas in the preview modal a fully independent copy is added to your local library; edits to the copy do not affect the original. If the original creator deletes their diagram image, the image is automatically cleared from all imported copies.
- Attribution: every card shows the source company name. If a company imports a formula, modifies it, and re-shares it, the card displays "Inspired by [original name] from [original company]".
- Your own shared formulas: appear in the library with a gold "Your Formula" badge; Manage button links back to Company Settings. To remove from the library, click Unshare in the Library column existing imports are unaffected.
- Import counts are shown on each card.
- Rating: each card from another company has thumbs-up / thumbs-down buttons labelled "Rate:". One vote per company per formula; clicking the same button again removes the vote; clicking the opposite button switches it. Cannot rate your own formulas. Library sorts by net rating (thumbs up minus thumbs down) then by import count.
---
**Employee Timeclock (/Timeclock):**
Facility-level clock in/out for employees tracks when workers arrive and leave, separate from Job Time Entries which log hours against a specific job.
Each punch creates a segment with a type: Work, Break, or Lunch. Only Work segments count toward paid-hours totals Break and Lunch time is recorded for reference but excluded from all day/week totals and the payroll CSV.
Segment types (ClockEntryType enum): Work=0 (default), Break=1, Lunch=2.
Dashboard (/Timeclock):
- My Clock Status card: shows current state with color-coded badge green "Working", yellow "On Break", blue "At Lunch", or grey "Clocked Out"
- Clock In button: appears when clocked out; starts a new Work segment
- Clock Out button: appears when Working; ends the current Work segment (end of day)
- Break button: appears when Working AND company has "Allow Multiple Punches Per Day" enabled; closes the Work segment and opens a Break segment
- Lunch button: same as Break but opens a Lunch segment
- Return to Work button: appears when on break or lunch; closes the break/lunch segment and opens a new Work segment
- Who's In table: all employees with an open segment, showing their status badge (Working / On Break / At Lunch) and elapsed time; refreshes every 60 seconds
- My Recent History: last 14 days of your own punch segments grouped by day; each row shows a type badge (Work/Break/Lunch); daily totals count Work only
Manager tools (CompanyAdmin and Manager roles):
- Edit entry: pencil icon on any entry in My Recent History or Team History adjust clock-in, clock-out, notes; hours recalculated on save
- Delete entry: trash icon; soft-deletes the entry
- Manual Entry button (in Team History card header): opens a modal to create a time entry for any active employee in the company; fields: employee dropdown, clock-in datetime, optional clock-out datetime, optional notes; manual entries are always Work type
- Team History: date-range loader showing all employees' segments with type badges and edit/delete controls
Kiosk mode (/Timeclock/Kiosk):
A shared shop tablet page that does not require login. Employees tap their name tile enter 4-digit PIN system automatically clocks in (if out) or clocks out (if in). Confirmation screen shows time, segment hours, and today's running total. Returns to employee grid after 4 seconds. Kiosk performs a simple toggle only no Break/Lunch buttons on the kiosk; use the main dashboard for break tracking.
Activation: Manager navigates to /Timeclock/Kiosk/Activate generates device cookie; kiosk then runs without login. Multiple tablets per company supported, each with its own token. Deactivate from Settings Company Timeclock tab.
PIN management: on a user's Edit page (Settings Users Edit User) there is a "Timeclock Kiosk PIN" section. Enter a 4-digit PIN and click "Set PIN" to enable that employee on the kiosk. Click "Clear" to disable them. Only employees with a PIN appear on the kiosk grid.
Attendance Report (/Reports/Attendance):
- Defaults to the current ISO week; toggle between Week and Month view using the mode buttons
- Week view: dropdown of the last 12 weeks (labelled "This Week", "Last Week", then date ranges); weekly subtotal rows hidden (redundant for a single-week view)
- Month view: dropdown of the last 12 months; weekly subtotal rows shown inside each employee card
- Dropdown auto-applies on change no separate submit button needed
- Each segment row has a type badge (Work/Break/Lunch); Break and Lunch hours shown in muted text and excluded from all totals
- Employee total badge and day totals count Work segments only
CSV Export: "Export CSV (Payroll)" downloads a flat file for the selected period one row per segment; columns: Employee Name, Date, Day of Week, Type, Clock In, Clock Out, Segment Hours, Day Total Hours (Work rows only), Week Total Hours (Work rows only), Notes. Filename includes the period label.
Help article: Help Timeclock
"""; """;
} }
@@ -96,6 +96,8 @@ public class SubscriptionMiddleware
context.Items["AllowOnlinePayments"] = true; context.Items["AllowOnlinePayments"] = true;
context.Items["AllowAccounting"] = true; context.Items["AllowAccounting"] = true;
context.Items["AllowSms"] = true; context.Items["AllowSms"] = true;
context.Items["AllowCustomFormulas"] = true;
context.Items["TimeclockEnabled"] = true;
await _next(context); await _next(context);
return; return;
} }
@@ -145,6 +147,9 @@ public class SubscriptionMiddleware
// SMS: comped gets it; admin force-disable beats everything else; then plan; then company opt-in // SMS: comped gets it; admin force-disable beats everything else; then plan; then company opt-in
context.Items["AllowSms"] = company.IsComped context.Items["AllowSms"] = company.IsComped
|| (!company.SmsDisabledByAdmin && (planConfig?.AllowSms ?? false) && company.SmsEnabled); || (!company.SmsDisabledByAdmin && (planConfig?.AllowSms ?? false) && company.SmsEnabled);
context.Items["AllowCustomFormulas"] = company.IsComped
|| (planConfig?.AllowCustomFormulas ?? false);
context.Items["TimeclockEnabled"] = company.TimeclockEnabled;
if (company.IsComped) if (company.IsComped)
{ {
+4
View File
@@ -219,6 +219,8 @@ builder.Services.AddScoped<IOperationalReportService, OperationalReportService>(
builder.Services.AddScoped<IAiHelpService, AiHelpService>(); builder.Services.AddScoped<IAiHelpService, AiHelpService>();
builder.Services.AddScoped<IAiCatalogPriceCheckService, AiCatalogPriceCheckService>(); builder.Services.AddScoped<IAiCatalogPriceCheckService, AiCatalogPriceCheckService>();
builder.Services.AddScoped<IInventoryAiLookupService, InventoryAiLookupService>(); builder.Services.AddScoped<IInventoryAiLookupService, InventoryAiLookupService>();
builder.Services.AddScoped<ICustomFormulaAiService, CustomFormulaAiService>();
builder.Services.AddScoped<IFormulaLibraryService, FormulaLibraryService>();
builder.Services.AddHttpClient(); builder.Services.AddHttpClient();
builder.Services.AddScoped<ICompanyLogoService, CompanyLogoService>(); builder.Services.AddScoped<ICompanyLogoService, CompanyLogoService>();
builder.Services.AddScoped<IEquipmentManualService, EquipmentManualService>(); builder.Services.AddScoped<IEquipmentManualService, EquipmentManualService>();
@@ -292,6 +294,8 @@ cfg.AddProfile(new CatalogProfile());
cfg.AddProfile(new AccountingProfile()); cfg.AddProfile(new AccountingProfile());
cfg.AddProfile(new PurchaseOrderProfile()); cfg.AddProfile(new PurchaseOrderProfile());
cfg.AddProfile(new PricingTierProfile()); cfg.AddProfile(new PricingTierProfile());
cfg.AddProfile(new CustomItemTemplateProfile());
cfg.AddProfile(new FormulaLibraryProfile());
}, loggerFactory); }, loggerFactory);
return config.CreateMapper(); return config.CreateMapper();
}); });
@@ -0,0 +1,61 @@
namespace PowderCoating.Web.ViewModels.Reports;
public class JobProfitabilityViewModel : ReportViewModelBase
{
public bool TimeTrackedOnly { get; set; }
// ── Summary KPIs ──────────────────────────────────────────────────────
public int TotalJobs { get; set; }
public int JobsWithTimeEntries { get; set; }
public decimal TotalRevenue { get; set; }
public decimal TotalCollected { get; set; }
public decimal TotalEstimatedCost { get; set; }
public decimal TotalActualHours { get; set; }
/// <summary>Average margin % across jobs that have at least some cost data.</summary>
public decimal AvgMarginPercent { get; set; }
// ── Detail rows ───────────────────────────────────────────────────────
public List<JobProfitabilityItem> Items { get; set; } = new();
}
public class JobProfitabilityItem
{
public int JobId { get; set; }
public string JobNumber { get; set; } = string.Empty;
public string CustomerName { get; set; } = string.Empty;
public string StatusName { get; set; } = string.Empty;
public string StatusColorClass { get; set; } = "bg-secondary";
public DateTime JobDate { get; set; }
/// <summary>The invoiced / final price of the job.</summary>
public decimal FinalPrice { get; set; }
/// <summary>How much has actually been collected on the linked invoice.</summary>
public decimal AmountCollected { get; set; }
/// <summary>Total hours logged via time entries.</summary>
public decimal ActualHours { get; set; }
/// <summary>ActualHours × StandardLaborRate.</summary>
public decimal ActualLaborCost { get; set; }
/// <summary>
/// Sum of (ActualPowderUsedLbs ?? PowderToOrder) × PowderCostPerLb across all coats.
/// Zero when no coat has pricing data.
/// </summary>
public decimal ActualPowderCost { get; set; }
public decimal EstimatedTotalCost => ActualLaborCost + ActualPowderCost;
public decimal GrossMargin => FinalPrice - EstimatedTotalCost;
public decimal MarginPercent => FinalPrice > 0
? Math.Round(GrossMargin / FinalPrice * 100, 1)
: 0;
/// <summary>True when at least one JobTimeEntry exists for this job.</summary>
public bool HasTimeEntries { get; set; }
}
@@ -1,8 +1,8 @@
@model PowderCoating.Application.DTOs.Accounting.AccountLedgerDto @model PowderCoating.Application.DTOs.Accounting.AccountLedgerDto
@using PowderCoating.Core.Enums @using PowderCoating.Core.Enums
@{ @{
ViewData["Title"] = $"Ledger &mdash; {Model.AccountNumber} {Model.Name}"; ViewData["Title"] = $"Ledger - {Model.AccountNumber} {Model.Name}";
ViewData["PageIcon"] = "bi-journal-text"; ViewData["PageIcon"] = "bi-journal-text";
ViewData["PageHelpTitle"] = "Account Ledger"; 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."; 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.";
@@ -1,7 +1,7 @@
@model PowderCoating.Core.Entities.BankReconciliation @model PowderCoating.Core.Entities.BankReconciliation
@using PowderCoating.Web.Controllers @using PowderCoating.Web.Controllers
@{ @{
ViewData["Title"] = $"Reconciliation Report &ndash; {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 clearedDeposits = ViewBag.ClearedDeposits as IEnumerable<PowderCoating.Core.Entities.Payment> ?? Enumerable.Empty<PowderCoating.Core.Entities.Payment>();
var clearedPayments = ViewBag.ClearedPayments as List<ReconciliationItem> ?? new(); var clearedPayments = ViewBag.ClearedPayments as List<ReconciliationItem> ?? new();
} }
@@ -1,8 +1,8 @@
@using PowderCoating.Web.Controllers @using PowderCoating.Web.Controllers
@model BudgetCreateVm @model BudgetCreateVm
@{ @{
ViewData["Title"] = $"Edit Budget &mdash; {Model.Name}"; ViewData["Title"] = $"Edit Budget - {Model.Name}";
ViewData["PageIcon"] = "bi-pencil"; ViewData["PageIcon"] = "bi-pencil";
var months = new[] { "Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec" }; var months = new[] { "Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec" };
} }
@@ -1,6 +1,6 @@
@model PowderCoating.Application.DTOs.Notification.NotificationTemplateDto @model PowderCoating.Application.DTOs.Notification.NotificationTemplateDto
@{ @{
ViewData["Title"] = $"Edit Template &mdash; {Model.DisplayName}"; ViewData["Title"] = $"Edit Template - {Model.DisplayName}";
ViewData["PageIcon"] = "bi-envelope-gear"; ViewData["PageIcon"] = "bi-envelope-gear";
var placeholders = ViewBag.Placeholders as List<(string Placeholder, string Description)> var placeholders = ViewBag.Placeholders as List<(string Placeholder, string Description)>
?? new List<(string, string)>(); ?? new List<(string, string)>();
@@ -27,6 +27,10 @@
<select class="form-select" id="mobileTabSelector"> <select class="form-select" id="mobileTabSelector">
<option value="company-info" selected>Company Info</option> <option value="company-info" selected>Company Info</option>
<option value="operating-costs">Operating Costs</option> <option value="operating-costs">Operating Costs</option>
@if (Model.AiPhotoQuotesEnabled)
{
<option value="ai-profile">AI Profile</option>
}
<option value="quoting-calibration">Shop Equipment Profile</option> <option value="quoting-calibration">Shop Equipment Profile</option>
<option value="app-defaults">App Defaults</option> <option value="app-defaults">App Defaults</option>
<option value="job-defaults">Job &amp; Workflow</option> <option value="job-defaults">Job &amp; Workflow</option>
@@ -34,7 +38,16 @@
<option value="data-retention">Data Retention</option> <option value="data-retention">Data Retention</option>
<option value="data-lookups">Data Lookups</option> <option value="data-lookups">Data Lookups</option>
<option value="pdf-templates">PDF Templates</option> <option value="pdf-templates">PDF Templates</option>
@if (Model.AllowOnlinePayments)
{
<option value="online-payments">Online Payments</option>
}
<option value="kiosk">Kiosk</option> <option value="kiosk">Kiosk</option>
<option value="timeclock">Timeclock</option>
@if (ViewBag.AllowCustomFormulas == true)
{
<option value="custom-formulas">Custom Formulas</option>
}
</select> </select>
</div> </div>
@@ -106,6 +119,19 @@
<i class="bi bi-tablet"></i> Kiosk <i class="bi bi-tablet"></i> Kiosk
</button> </button>
</li> </li>
<li class="nav-item" role="presentation">
<button class="nav-link" id="timeclock-tab" data-bs-toggle="tab" data-bs-target="#timeclock" type="button" role="tab">
<i class="bi bi-clock-history"></i> Timeclock
</button>
</li>
@if (ViewBag.AllowCustomFormulas == true)
{
<li class="nav-item" role="presentation">
<button class="nav-link" id="custom-formulas-tab" data-bs-toggle="tab" data-bs-target="#custom-formulas" type="button" role="tab">
<i class="bi bi-calculator"></i> Custom Formulas
</button>
</li>
}
</ul> </ul>
<!-- Tabs Content --> <!-- Tabs Content -->
@@ -2054,6 +2080,449 @@
</div> </div>
</div> </div>
<!-- ── Timeclock ─────────────────────────────────────────────────── -->
<div class="tab-pane fade" id="timeclock" role="tabpanel">
<div class="card shadow-sm mt-3">
<div class="card-header fw-semibold"><i class="bi bi-clock-history me-2"></i>Timeclock Settings</div>
<div class="card-body">
@{
var kioskDevices = ViewBag.TimeclockKioskDevices as List<PowderCoating.Core.Entities.TimeclockKioskDevice> ?? new();
}
<div class="mb-4">
<div class="form-check form-switch">
<input class="form-check-input" type="checkbox" id="timeclockEnabled" @(Model.TimeclockEnabled ? "checked" : "") />
<label class="form-check-label fw-semibold" for="timeclockEnabled">Enable Timeclock</label>
</div>
<div class="form-text">When disabled, the Timeclock link is hidden from the navigation and the Attendance report is not accessible.</div>
</div>
<div class="mb-4">
<div class="form-check form-switch">
<input class="form-check-input" type="checkbox" id="timeclockMultiplePunches" @(Model.TimeclockAllowMultiplePunchesPerDay ? "checked" : "") />
<label class="form-check-label fw-semibold" for="timeclockMultiplePunches">Allow multiple clock-ins per day</label>
</div>
<div class="form-text">When enabled, employees can clock in and out multiple times per day (e.g. for lunch breaks). When disabled, each employee is limited to one in/out pair per day.</div>
</div>
<div class="mb-4">
<label class="form-label fw-semibold" for="timeclockAutoClockOut">Auto clock-out after</label>
<div class="input-group" style="max-width:220px;">
<input type="number" id="timeclockAutoClockOut" class="form-control" min="1" max="24"
value="@(Model.TimeclockAutoClockOutHours?.ToString() ?? "")"
placeholder="Disabled" />
<span class="input-group-text">hours</span>
</div>
<div class="form-text">If an employee forgets to clock out, the system will automatically clock them out after this many hours. Leave blank to disable. Maximum 24 hours.</div>
</div>
<button type="button" class="btn btn-primary" id="btn-save-timeclock">
<i class="bi bi-save me-1"></i>Save Timeclock Settings
</button>
<span id="timeclock-status" class="ms-2 small"></span>
<hr class="my-4" />
<h6 class="fw-semibold mb-1">Kiosk Tablets</h6>
<p class="text-muted small mb-3">
Activate the timeclock kiosk on any shop-floor tablet. Employees tap their name and enter their PIN to clock in or out &mdash; no login required.
Multiple tablets are supported; each device is listed below.
</p>
<div class="alert alert-info alert-permanent small mb-3">
<i class="bi bi-tablet me-2"></i>
<strong>To activate a new kiosk:</strong> on the tablet's browser, navigate to
<code>/Timeclock/Kiosk/Activate</code>, optionally enter a device name, and click
&ldquo;Activate This Device.&rdquo; The tablet will then show the employee clock-in grid at
<code>/Timeclock/Kiosk</code>.
</div>
@if (!kioskDevices.Any())
{
<p class="text-muted small fst-italic">No kiosk devices activated yet.</p>
}
else
{
<table class="table table-sm table-hover">
<thead class="table-light">
<tr>
<th>Device Name</th>
<th>Activated</th>
<th>Last Seen</th>
<th class="text-end">Actions</th>
</tr>
</thead>
<tbody>
@foreach (var dev in kioskDevices)
{
<tr data-device-id="@dev.Id">
<td class="fw-semibold">@(dev.DeviceName ?? "Unnamed Device")</td>
<td class="text-muted small">@dev.ActivatedAt.ToLocalTime().ToString("M/d/yy h:mm tt")</td>
<td class="text-muted small">
@if (dev.LastSeenAt.HasValue)
{ @dev.LastSeenAt.Value.ToLocalTime().ToString("M/d/yy h:mm tt") }
else
{ <span class="fst-italic">Never used</span> }
</td>
<td class="text-end">
<button class="btn btn-xs btn-outline-danger btn-deactivate-kiosk"
data-id="@dev.Id"
data-name="@(dev.DeviceName ?? "Unnamed Device")">
<i class="bi bi-x-circle me-1"></i>Deactivate
</button>
</td>
</tr>
}
</tbody>
</table>
}
</div>
</div>
</div>
<!-- ── Custom Formula Item Templates ──────────────────────────────── -->
@if (ViewBag.AllowCustomFormulas == true)
{
<div class="tab-pane fade" id="custom-formulas" role="tabpanel">
<div class="card shadow-sm mt-3">
<div class="card-header d-flex justify-content-between align-items-start align-items-sm-center flex-column flex-sm-row gap-2">
<h5 class="mb-0"><i class="bi bi-calculator me-2"></i>Custom Formula Item Templates</h5>
<div class="d-flex flex-wrap gap-2">
<a asp-controller="FormulaLibrary" asp-action="Index"
class="btn btn-outline-info btn-sm">
<i class="bi bi-collection me-1"></i>Community Library
</a>
<button type="button" class="btn btn-outline-secondary btn-sm" onclick="cfShowWalkthrough()">
<i class="bi bi-question-circle me-1"></i>How it works
</button>
<a href="/CompanySettings/ExportCustomItemTemplates"
class="btn btn-outline-secondary btn-sm"
title="Download all templates as a JSON backup file">
<i class="bi bi-download me-1"></i>Export
</a>
<button type="button" class="btn btn-outline-secondary btn-sm" onclick="cfShowImport()"
title="Restore templates from a JSON backup file">
<i class="bi bi-upload me-1"></i>Import
</button>
<button type="button" class="btn btn-primary btn-sm" onclick="cfShowCreate()">
<i class="bi bi-plus-circle me-1"></i>New Template
</button>
</div>
</div>
<div class="card-body">
<p class="text-muted small mb-3">
Define reusable pricing formulas for complex fabricated items (roof curbs, enclosures, frames).
When a user adds a formula item to a quote or job, they fill in the measurements and the formula
calculates the price automatically.
Browse the <a asp-controller="FormulaLibrary" asp-action="Index">Community Library</a> to import
formulas shared by other shops.
</p>
<div class="table-responsive">
<table class="table table-sm table-hover align-middle" id="cfTemplatesTable">
<thead class="table-light">
<tr>
<th>Name</th>
<th>Output Mode</th>
<th>Fields</th>
<th>Active</th>
<th>Library</th>
<th></th>
</tr>
</thead>
<tbody id="cfTemplatesBody">
<tr><td colspan="6" class="text-muted text-center py-3">Loading&hellip;</td></tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
}
@* Share modal lives inside the AllowCustomFormulas block so it is always in the DOM
when the Share button can appear — prevents stale-cache mismatches. *@
@if (ViewBag.AllowCustomFormulas == true)
{
<div class="modal fade" id="cfShareModal" tabindex="-1" aria-labelledby="cfShareModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="cfShareModalLabel">
<i class="bi bi-collection me-2 text-info"></i>Share to Community Library
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body">
<input type="hidden" id="cfShareTemplateId" value="0" />
<p class="text-muted small mb-3">
Your formula will be visible to all Powder Coating Logix users and can be imported
into their local library. You can remove it from the community library at any time &mdash;
anyone who has already imported it will keep their copy.
</p>
<div class="mb-3">
<label class="form-label fw-semibold">Tags <small class="text-muted">(optional, comma-separated)</small></label>
<input type="text" class="form-control" id="cfShareTags"
placeholder="e.g. HVAC, Sheet Metal, Enclosures" />
</div>
<div class="mb-3">
<label class="form-label fw-semibold">Industry Hint <small class="text-muted">(optional)</small></label>
<input type="text" class="form-control" id="cfShareIndustryHint"
placeholder="e.g. HVAC, Automotive, Structural" />
</div>
<div id="cfShareInspiredBy" class="alert alert-light border fst-italic small py-2" style="display:none">
<i class="bi bi-diagram-2 me-1"></i>
This formula will be listed as &ldquo;Inspired by&rdquo; the original community entry.
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
<button type="button" class="btn btn-info text-white" id="cfShareConfirmBtn" onclick="cfConfirmShare()">
<i class="bi bi-collection me-1"></i>Share to Library
</button>
</div>
</div>
</div>
</div>
}
</div>
</div>
<!-- Custom Formula Import Modal -->
<div class="modal fade" id="cfImportModal" tabindex="-1" aria-labelledby="cfImportModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="cfImportModalLabel">
<i class="bi bi-upload me-2"></i>Import Formula Templates
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body">
<p class="text-muted small mb-3">
Select a <code>.json</code> file previously exported from this page.
Templates whose name already exists in your account will be skipped.
</p>
<div class="mb-3">
<label class="form-label fw-semibold">Backup file <span class="text-danger">*</span></label>
<input type="file" id="cfImportFile" class="form-control" accept=".json" />
</div>
<div id="cfImportResults" class="d-none">
<hr />
<div id="cfImportSummary"></div>
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
<button type="button" class="btn btn-primary" id="cfImportBtn" onclick="cfSubmitImport()">
<i class="bi bi-upload me-1"></i>Import
</button>
</div>
</div>
</div>
</div>
<!-- Custom Formula Walkthrough Modal -->
<div class="modal fade" id="cfWalkthroughModal" tabindex="-1" aria-labelledby="cfWalkthroughLabel" aria-hidden="true">
<div class="modal-dialog modal-lg modal-dialog-centered modal-dialog-scrollable">
<div class="modal-content" style="height:700px">
<div class="modal-header border-0 pb-0">
<h5 class="modal-title" id="cfWalkthroughLabel">
<i class="bi bi-calculator text-info me-2"></i>Custom Formula Templates &mdash; How It Works
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body pt-2">
<!-- Step progress dots -->
<div class="d-flex justify-content-center gap-2 mb-4" id="cfWalkthroughDots"></div>
<!-- Step content -->
<div id="cfWalkthroughContent"></div>
</div>
<div class="modal-footer border-0">
<button type="button" class="btn btn-outline-secondary" id="cfWtPrevBtn" onclick="cfWalkthroughNav(-1)">
<i class="bi bi-arrow-left me-1"></i>Back
</button>
<button type="button" class="btn btn-primary" id="cfWtNextBtn" onclick="cfWalkthroughNav(1)">
Next<i class="bi bi-arrow-right ms-1"></i>
</button>
</div>
</div>
</div>
</div>
<!-- Custom Formula Template Modal -->
<div class="modal fade" id="cfModal" tabindex="-1" aria-labelledby="cfModalLabel" aria-hidden="true">
<div class="modal-dialog modal-xl modal-dialog-scrollable">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="cfModalLabel">New Formula Template</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body">
<input type="hidden" id="cfId" value="0" />
<!-- Row 1: basic info -->
<div class="row g-3 mb-2">
<div class="col-md-6">
<div class="mb-3">
<label class="form-label">Name <span class="text-danger">*</span></label>
<input type="text" id="cfName" class="form-control" placeholder="e.g. Roof Curb" maxlength="100" />
</div>
<div class="mb-3 mb-md-0">
<label class="form-label">Description</label>
<input type="text" id="cfDescription" class="form-control" maxlength="500" />
</div>
</div>
<div class="col-md-6">
<div class="mb-3">
<label class="form-label">Output Mode <span class="text-danger">*</span></label>
<select id="cfOutputMode" class="form-select" onchange="cfToggleRateFields()">
<option value="FixedRate">Fixed Rate &mdash; formula &rarr; $ amount</option>
<option value="SurfaceAreaSqFt">Surface Area &mdash; formula &rarr; sq ft (standard pricing engine prices it)</option>
</select>
</div>
<div id="cfRateFields">
<div class="row g-2">
<div class="col-6">
<label class="form-label">Default Rate</label>
<input type="number" id="cfDefaultRate" class="form-control" step="0.01" placeholder="e.g. 0.85" />
<div class="form-text">Pre-fills the <code>rate</code> variable.</div>
</div>
<div class="col-6">
<label class="form-label">Rate Label</label>
<input type="text" id="cfRateLabel" class="form-control" maxlength="50" placeholder="e.g. $/sq ft" />
</div>
</div>
</div>
</div>
</div>
<hr class="my-2" />
<!-- Row 2: fields (left) + formula (right) — on mobile, fields come first -->
<div class="row g-3 mb-2">
<div class="col-md-6">
<div class="mb-3">
<label class="form-label">Fields</label>
<div class="form-text mb-2">Define the measurement inputs users will fill in.</div>
<div id="cfFieldsList"></div>
<button type="button" class="btn btn-outline-secondary btn-sm mt-2" onclick="cfAddField()">
<i class="bi bi-plus"></i> Add Field
</button>
</div>
</div>
<div class="col-md-6">
<div class="mb-3">
<label class="form-label">Formula <span class="text-danger">*</span></label>
<textarea id="cfFormula" class="form-control font-monospace" rows="3"
style="resize:vertical;min-height:4rem"
placeholder="e.g. 2*(L*W + L*H + W*H)/144 * rate"></textarea>
<div class="form-text mt-1">
<span class="me-1">Variables (click to insert):</span>
<span id="cfVariablePills"></span>
</div>
<div class="mt-2">
<a class="small text-decoration-none" data-bs-toggle="collapse" href="#cfFormulaRef" role="button">
<i class="bi bi-question-circle me-1"></i>Formula reference
</a>
<div class="collapse" id="cfFormulaRef">
<div class="card card-body py-2 px-3 mt-1 small border-secondary-subtle" style="font-size:.8rem">
<div class="row g-2">
<div class="col-md-6">
<strong class="d-block mb-1 text-muted text-uppercase" style="font-size:.65rem;letter-spacing:.05em">Operators</strong>
<code>+ &nbsp;- &nbsp;* &nbsp;/ &nbsp;%</code><br>
<code>&lt; &nbsp;&gt; &nbsp;&lt;= &nbsp;&gt;= &nbsp;== &nbsp;!=</code><br>
<code>&amp;&amp; &nbsp;|| &nbsp;!</code>
<strong class="d-block mt-2 mb-1 text-muted text-uppercase" style="font-size:.65rem;letter-spacing:.05em">Built-in variables (auto-injected)</strong>
<code>rate</code> &mdash; template&rsquo;s default rate<br>
<code>standard_labor_rate</code><br>
<code>markup_pct</code><br>
<code>additional_coat_labor_pct</code>
</div>
<div class="col-md-6">
<strong class="d-block mb-1 text-muted text-uppercase" style="font-size:.65rem;letter-spacing:.05em">Functions (must be lowercase)</strong>
<code>if(cond, a, b)</code> &mdash; conditional<br>
<code>abs(x)</code><br>
<code>round(x, digits)</code><br>
<code>max(a, b)</code> / <code>min(a, b)</code><br>
<code>pow(base, exp)</code><br>
<code>sqrt(x)</code>
<strong class="d-block mt-2 mb-1 text-muted text-uppercase" style="font-size:.65rem;letter-spacing:.05em">Example</strong>
<code class="d-block text-break">if(qty &gt; 10, qty * rate * 0.9, qty * rate)</code>
<span class="text-muted">10% discount over 10 units</span>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="mb-3">
<label class="form-label">Formula Test</label>
<div class="d-flex gap-2 align-items-center">
<button type="button" class="btn btn-outline-primary btn-sm" onclick="cfTestFormula()">
<i class="bi bi-play-circle"></i> Run
</button>
<span id="cfTestResult" class="fw-bold"></span>
</div>
<div class="form-text">Uses the default values from your field list.</div>
</div>
</div>
</div>
<hr class="my-2" />
<!-- Row 3: diagram + AI generator -->
<div class="row g-3 mb-2">
<div class="col-md-6">
<div class="mb-3 mb-md-0">
<label class="form-label">Diagram / Shop Drawing</label>
<div id="cfDiagramPreview" class="mb-2" style="display:none;">
<img id="cfDiagramImg" src="" alt="Diagram" class="img-fluid rounded border" style="max-height:180px;" />
</div>
<input type="file" id="cfDiagramFile" class="form-control form-control-sm" accept="image/*" onchange="cfPreviewDiagram(event)" />
<div class="form-text">Optional. Upload a shop drawing or photo to help users recognize this item.</div>
</div>
</div>
<div class="col-md-6">
<div class="mb-3 mb-md-0">
<label class="form-label">AI Formula Generator</label>
<div class="input-group">
<input type="text" id="cfAiPrompt" class="form-control" placeholder="Describe the item, e.g. 'Rectangular roof curb with flanged base'" />
<button type="button" class="btn btn-outline-secondary" onclick="cfGenerateFromAi()" id="cfAiBtn">
<i class="bi bi-stars"></i> Generate
</button>
</div>
<div class="form-text">Claude will suggest a formula, fields, and mode. You can edit before saving.</div>
</div>
</div>
</div>
<hr class="my-2" />
<!-- Row 4: notes + active -->
<div class="row g-3">
<div class="col-12">
<label class="form-label">Notes</label>
<textarea id="cfNotes" class="form-control" rows="2" maxlength="1000"></textarea>
</div>
<div class="col-12">
<div class="form-check">
<input type="checkbox" id="cfIsActive" class="form-check-input" checked />
<label class="form-check-label" for="cfIsActive">Active (show in quote/job wizard)</label>
</div>
</div>
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
<button type="button" class="btn btn-primary" onclick="cfSave()">
<i class="bi bi-floppy me-1"></i>Save Template
</button>
</div>
</div>
</div> </div>
</div> </div>
@@ -3289,6 +3758,78 @@
const btn = document.querySelector('[data-bs-target="#kiosk"]'); const btn = document.querySelector('[data-bs-target="#kiosk"]');
if (btn) new bootstrap.Tab(btn).show(); if (btn) new bootstrap.Tab(btn).show();
} }
if (urlParams.get('tab') === 'custom-formulas') {
const btn = document.querySelector('[data-bs-target="#custom-formulas"]');
if (btn) new bootstrap.Tab(btn).show();
}
</script>
<script>
// Timeclock settings
(function () {
var antiForgery = document.querySelector('input[name="__RequestVerificationToken"]');
var token = antiForgery ? antiForgery.value : '';
function setStatus(msg, ok) {
var el = document.getElementById('timeclock-status');
el.textContent = msg;
el.className = 'ms-2 small text-' + (ok ? 'success' : 'danger');
setTimeout(function () { el.textContent = ''; }, 4000);
}
document.getElementById('btn-save-timeclock').addEventListener('click', function () {
var hours = document.getElementById('timeclockAutoClockOut').value.trim();
fetch('/CompanySettings/UpdateTimeclockSettings', {
method: 'POST',
headers: { 'Content-Type': 'application/json', 'RequestVerificationToken': token },
body: JSON.stringify({
TimeclockEnabled: document.getElementById('timeclockEnabled').checked,
TimeclockAllowMultiplePunchesPerDay: document.getElementById('timeclockMultiplePunches').checked,
TimeclockAutoClockOutHours: hours !== '' ? parseInt(hours, 10) : null
})
}).then(function (r) { return r.json(); }).then(function (res) {
setStatus(res.message, res.success);
}).catch(function () { setStatus('Error saving settings.', false); });
});
document.querySelectorAll('.btn-deactivate-kiosk').forEach(function (btn) {
btn.addEventListener('click', function () {
var id = btn.dataset.id;
var name = btn.dataset.name;
if (!confirm('Deactivate "' + name + '"? The tablet will lose kiosk access immediately.')) return;
fetch('/Timeclock/KioskDeactivate/' + id, {
method: 'POST',
headers: { 'RequestVerificationToken': token }
}).then(function (r) { return r.json(); }).then(function (res) {
if (res.success) {
var row = document.querySelector('tr[data-device-id="' + id + '"]');
if (row) row.remove();
} else {
alert(res.message || 'Error deactivating device.');
}
});
});
});
// Auto-show tab if URL fragment matches
if (window.location.hash === '#timeclock' || new URLSearchParams(window.location.search).get('tab') === 'timeclock') {
var btn = document.querySelector('[data-bs-target="#timeclock"]');
if (btn) new bootstrap.Tab(btn).show();
}
})();
</script>
<script src="~/js/company-settings-custom-formulas.js" asp-append-version="true"></script>
<script>
// Load formula templates when the tab is first shown; auto-show walkthrough if no templates yet
document.querySelector('[data-bs-target="#custom-formulas"]').addEventListener('shown.bs.tab', async () => {
if (!window._cfLoaded) {
await cfLoadTemplates();
window._cfLoaded = true;
if (!localStorage.getItem('cfWalkthroughSeen')) {
const hasTemplates = document.querySelectorAll('#cfTemplatesBody tr[data-id]').length > 0;
if (!hasTemplates) cfShowWalkthrough();
}
}
});
</script> </script>
} }
@@ -256,6 +256,34 @@
</div> </div>
</div> </div>
@* ── Kiosk PIN ─────────────────────────────────────────────── *@
<div class="d-flex align-items-center gap-2 mb-3 pb-2 border-bottom mt-4">
<h5 class="card-title mb-0">Timeclock Kiosk PIN</h5>
<a tabindex="0" class="help-icon" role="button"
data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
data-bs-title="Kiosk PIN"
data-bs-content="Set a 4-digit PIN so this employee can clock in and out on the shared shop tablet. Leave blank to disable kiosk access for this employee.">
<i class="bi bi-question-circle"></i>
</a>
</div>
<div class="row g-3 mb-4">
<div class="col-md-4">
<label class="form-label">New PIN <span class="text-muted small">(4 digits &mdash; blank to disable)</span></label>
<div class="input-group">
<input type="password" id="kiosk-pin-input" class="form-control" maxlength="4"
placeholder="&bull;&bull;&bull;&bull;" inputmode="numeric" pattern="\d{4}"
autocomplete="new-password" />
<button type="button" class="btn btn-outline-secondary" id="btn-set-pin">
<i class="bi bi-key me-1"></i>Set PIN
</button>
<button type="button" class="btn btn-outline-danger" id="btn-clear-pin">
<i class="bi bi-x-circle me-1"></i>Clear
</button>
</div>
<div id="pin-feedback" class="form-text mt-1"></div>
</div>
</div>
<div class="d-flex gap-2 justify-content-end"> <div class="d-flex gap-2 justify-content-end">
@if (!string.IsNullOrEmpty(ViewBag.ReturnUrl)) @if (!string.IsNullOrEmpty(ViewBag.ReturnUrl))
{ {
@@ -281,6 +309,52 @@
@{ @{
await Html.RenderPartialAsync("_ValidationScriptsPartial"); await Html.RenderPartialAsync("_ValidationScriptsPartial");
} }
<script>
(function () {
var userId = '@Model.Id';
var antiForgery = document.querySelector('input[name="__RequestVerificationToken"]');
var token = antiForgery ? antiForgery.value : '';
function pinPost(pin) {
var body = new URLSearchParams();
body.append('userId', userId);
if (pin !== null) body.append('pin', pin);
return fetch('/Timeclock/SetKioskPin', {
method: 'POST',
headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': token },
body: body.toString()
}).then(function (r) {
if (!r.ok) return r.json().then(function (e) { throw e.message || 'Error'; });
return r.json();
});
}
document.getElementById('btn-set-pin').addEventListener('click', function () {
var val = document.getElementById('kiosk-pin-input').value.trim();
if (!/^\d{4}$/.test(val)) {
setFeedback('PIN must be exactly 4 digits.', 'danger');
return;
}
pinPost(val).then(function () {
setFeedback('PIN set successfully.', 'success');
document.getElementById('kiosk-pin-input').value = '';
}).catch(function (e) { setFeedback(e, 'danger'); });
});
document.getElementById('btn-clear-pin').addEventListener('click', function () {
if (!confirm('Clear this employee\'s kiosk PIN? They will no longer be able to use the tablet timeclock.')) return;
pinPost(null).then(function () {
setFeedback('PIN cleared. Employee is now disabled on the kiosk.', 'success');
}).catch(function (e) { setFeedback(e, 'danger'); });
});
function setFeedback(msg, type) {
var el = document.getElementById('pin-feedback');
el.textContent = msg;
el.className = 'form-text mt-1 text-' + type;
}
})();
</script>
<script> <script>
document.addEventListener('DOMContentLoaded', function() { document.addEventListener('DOMContentLoaded', function() {
const roleSelect = document.getElementById('CompanyRole'); const roleSelect = document.getElementById('CompanyRole');
@@ -74,7 +74,7 @@
</div> </div>
<div class="col-md-6"> <div class="col-md-6">
<label asp-for="Email" class="form-label">Email <span class="text-danger">*</span> <span class="text-muted fw-normal">(required if no phone number)</span></label> <label asp-for="Email" class="form-label">Email <span class="text-danger">*</span> <span class="text-muted fw-normal">(required if no phone number)</span></label>
<input asp-for="Email" type="email" multiple class="form-control" placeholder="name@example.com (comma-separate multiple)" /> <input asp-for="Email" type="text" class="form-control" placeholder="name@example.com (comma-separate multiple)" />
<span asp-validation-for="Email" class="text-danger"></span> <span asp-validation-for="Email" class="text-danger"></span>
</div> </div>
<div class="col-md-3"> <div class="col-md-3">
@@ -91,7 +91,7 @@
<label asp-for="BillingEmail" class="form-label">Billing / Accounting Email <label asp-for="BillingEmail" class="form-label">Billing / Accounting Email
<span class="text-muted fw-normal">(invoices sent here)</span> <span class="text-muted fw-normal">(invoices sent here)</span>
</label> </label>
<input asp-for="BillingEmail" type="email" multiple class="form-control" placeholder="accounting@company.com (comma-separate multiple)" /> <input asp-for="BillingEmail" type="text" class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
<span asp-validation-for="BillingEmail" class="text-danger"></span> <span asp-validation-for="BillingEmail" class="text-danger"></span>
<div class="form-text">When set, invoices are emailed here instead of the contact email.</div> <div class="form-text">When set, invoices are emailed here instead of the contact email.</div>
</div> </div>
@@ -78,7 +78,7 @@
</div> </div>
<div class="col-md-6"> <div class="col-md-6">
<label asp-for="Email" class="form-label">Email</label> <label asp-for="Email" class="form-label">Email</label>
<input asp-for="Email" type="email" multiple class="form-control" placeholder="name@example.com (comma-separate multiple)" /> <input asp-for="Email" type="text" class="form-control" placeholder="name@example.com (comma-separate multiple)" />
<span asp-validation-for="Email" class="text-danger"></span> <span asp-validation-for="Email" class="text-danger"></span>
</div> </div>
<div class="col-md-3"> <div class="col-md-3">
@@ -95,7 +95,7 @@
<label asp-for="BillingEmail" class="form-label">Billing / Accounting Email <label asp-for="BillingEmail" class="form-label">Billing / Accounting Email
<span class="text-muted fw-normal">(invoices sent here)</span> <span class="text-muted fw-normal">(invoices sent here)</span>
</label> </label>
<input asp-for="BillingEmail" type="email" multiple class="form-control" placeholder="accounting@company.com (comma-separate multiple)" /> <input asp-for="BillingEmail" type="text" class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
<span asp-validation-for="BillingEmail" class="text-danger"></span> <span asp-validation-for="BillingEmail" class="text-danger"></span>
<div class="form-text">When set, invoices are emailed here instead of the contact email.</div> <div class="form-text">When set, invoices are emailed here instead of the contact email.</div>
</div> </div>
@@ -1,6 +1,6 @@
@model PowderCoating.Application.DTOs.Accounting.CustomerStatementDto @model PowderCoating.Application.DTOs.Accounting.CustomerStatementDto
@{ @{
ViewData["Title"] = $"Statement &ndash; {Model.CustomerName}"; ViewData["Title"] = $"Statement - {Model.CustomerName}";
} }
<div class="d-flex justify-content-between align-items-start mb-4 flex-wrap gap-2"> <div class="d-flex justify-content-between align-items-start mb-4 flex-wrap gap-2">
@@ -0,0 +1,253 @@
@model IEnumerable<PowderCoating.Application.DTOs.Company.FormulaLibraryCardDto>
@using PowderCoating.Application.DTOs.Company
@{
ViewData["Title"] = "Community Formula Library";
var search = ViewBag.Search as string;
var outputMode = ViewBag.OutputMode as string;
var industryHint = ViewBag.IndustryHint as string;
var totalCount = (int)(ViewBag.TotalCount ?? 0);
}
<div class="container-fluid px-4">
<div class="d-flex align-items-start align-items-sm-center justify-content-between flex-column flex-sm-row gap-3 mb-4">
<div>
<h1 class="h3 mb-1">
<i class="bi bi-collection me-2 text-primary"></i>Community Formula Library
</h1>
<p class="text-muted mb-0">Browse and import pricing formulas shared by the Powder Coating Logix community.</p>
</div>
<a asp-controller="CompanySettings" asp-action="Index" asp-fragment="custom-formulas"
class="btn btn-outline-secondary flex-shrink-0">
<i class="bi bi-gear me-1"></i>My Formulas
</a>
</div>
@* Search + Filter Bar *@
<div class="card mb-4 border-0 shadow-sm">
<div class="card-body py-3">
<form method="get" asp-action="Index" class="row g-2 align-items-end">
<div class="col-md-5">
<label class="form-label small fw-semibold mb-1">Search</label>
<div class="input-group">
<span class="input-group-text"><i class="bi bi-search"></i></span>
<input type="text" name="search" value="@search"
class="form-control" placeholder="Name, description, tags, company&hellip;" />
</div>
</div>
<div class="col-md-3">
<label class="form-label small fw-semibold mb-1">Output Mode</label>
<select name="outputMode" class="form-select">
<option value="">All modes</option>
<option value="FixedRate" selected="@(outputMode == "FixedRate")">Fixed Rate</option>
<option value="SurfaceAreaSqFt" selected="@(outputMode == "SurfaceAreaSqFt")">Surface Area (sq ft)</option>
</select>
</div>
<div class="col-md-3">
<label class="form-label small fw-semibold mb-1">Industry</label>
<input type="text" name="industryHint" value="@industryHint"
class="form-control" placeholder="HVAC, Automotive&hellip;" />
</div>
<div class="col-12 col-md-1">
<button type="submit" class="btn btn-primary w-100">
<i class="bi bi-funnel-fill"></i><span class="d-md-none ms-1">Apply Filters</span>
</button>
</div>
</form>
</div>
</div>
@* Results header *@
<div class="d-flex align-items-center mb-3">
<span class="text-muted small">
@totalCount formula@(totalCount == 1 ? "" : "s") in the library
@if (!string.IsNullOrWhiteSpace(search) || !string.IsNullOrWhiteSpace(outputMode) || !string.IsNullOrWhiteSpace(industryHint))
{
<span>&mdash; <a asp-action="Index" class="text-decoration-none">clear filters</a></span>
}
</span>
</div>
@if (!Model.Any())
{
<div class="text-center py-5">
<i class="bi bi-collection display-4 text-muted mb-3 d-block"></i>
<h5 class="text-muted">No formulas found</h5>
@if (!string.IsNullOrWhiteSpace(search) || !string.IsNullOrWhiteSpace(outputMode))
{
<p class="text-muted mb-0">Try broadening your search or <a asp-action="Index">view all formulas</a>.</p>
}
else
{
<p class="text-muted mb-0">Be the first to share a formula from <a asp-controller="CompanySettings" asp-action="Index" asp-fragment="custom-formulas">your templates</a>!</p>
}
</div>
}
else
{
<div class="row g-3" id="libraryGrid">
@foreach (var item in Model)
{
<div class="col-md-6 col-xl-4">
<div class="card h-100 border-0 shadow-sm formula-card @(item.IsOwnFormula ? "border-start border-warning border-3" : item.AlreadyImported ? "border-start border-success border-3" : "")">
<div class="card-body d-flex flex-column">
@* Header row — min-w-0 on both sides prevents long titles from pushing badges off-card *@
<div class="d-flex align-items-start gap-2 mb-2" style="min-width:0">
<div class="flex-grow-1" style="min-width:0;overflow:hidden">
<h6 class="fw-semibold mb-0 text-truncate" title="@item.Name">@item.Name</h6>
<small class="text-muted text-truncate d-block">
<i class="bi bi-building me-1"></i>@item.SourceCompanyName
</small>
</div>
<div class="d-flex flex-column align-items-end gap-1" style="flex-shrink:0;max-width:50%">
@if (item.OutputMode == "FixedRate")
{
<span class="badge bg-primary-subtle text-primary border border-primary-subtle text-nowrap">Fixed Rate</span>
}
else
{
<span class="badge bg-info-subtle text-info border border-info-subtle text-nowrap">Surface Area</span>
}
@if (item.IsOwnFormula)
{
<span class="badge bg-warning-subtle text-warning border border-warning-subtle text-nowrap">
<i class="bi bi-star-fill me-1"></i>Your Formula
</span>
}
else if (item.AlreadyImported)
{
<span class="badge bg-success-subtle text-success border border-success-subtle text-nowrap">
<i class="bi bi-check-lg me-1"></i>Imported
</span>
}
</div>
</div>
@* Description *@
@if (!string.IsNullOrWhiteSpace(item.Description))
{
<p class="text-muted small mb-2 flex-grow-1" style="display:-webkit-box;-webkit-line-clamp:2;-webkit-box-orient:vertical;overflow:hidden">
@item.Description
</p>
}
else
{
<div class="flex-grow-1"></div>
}
@* Inspired by *@
@if (!string.IsNullOrWhiteSpace(item.InspiredByName))
{
<p class="text-muted small mb-2 fst-italic">
<i class="bi bi-diagram-2 me-1"></i>Inspired by
&ldquo;@item.InspiredByName&rdquo; from @item.InspiredByCompanyName
</p>
}
@* Tags *@
@if (!string.IsNullOrWhiteSpace(item.Tags))
{
<div class="mb-2">
@foreach (var tag in item.Tags.Split(',', StringSplitOptions.RemoveEmptyEntries))
{
<span class="badge bg-secondary-subtle text-secondary border border-secondary-subtle me-1">@tag.Trim()</span>
}
</div>
}
@* Footer row *@
<div class="d-flex align-items-center justify-content-between mt-auto pt-2 border-top gap-2">
@* Left: import count + rating buttons *@
<div class="d-flex align-items-center gap-2 flex-wrap">
<small class="text-muted text-nowrap">
<i class="bi bi-download me-1"></i>@item.ImportCount import@(item.ImportCount == 1 ? "" : "s")
</small>
@if (!item.IsOwnFormula)
{
<div class="d-flex align-items-center gap-1"
data-rating-group="@item.Id"
title="Rate this formula">
<span class="text-muted small me-1">Rate:</span>
<button type="button"
class="btn btn-sm btn-vote @(item.MyVote == true ? "btn-success active-vote" : "btn-outline-secondary")"
data-item-id="@item.Id"
data-is-positive="true"
title="Helpful"
aria-label="Thumbs up">
<i class="bi bi-hand-thumbs-up"></i>
<span class="vote-up-count ms-1">@item.ThumbsUp</span>
</button>
<button type="button"
class="btn btn-sm btn-vote @(item.MyVote == false ? "btn-danger active-vote" : "btn-outline-secondary")"
data-item-id="@item.Id"
data-is-positive="false"
title="Not helpful"
aria-label="Thumbs down">
<i class="bi bi-hand-thumbs-down"></i>
<span class="vote-down-count ms-1">@item.ThumbsDown</span>
</button>
</div>
}
</div>
@* Right: action button *@
@if (item.IsOwnFormula)
{
<a asp-controller="CompanySettings" asp-action="Index" asp-fragment="custom-formulas"
class="btn btn-sm btn-outline-warning flex-shrink-0">
<i class="bi bi-gear me-1"></i><span>Manage</span>
</a>
}
else
{
<button type="button"
class="btn btn-sm @(item.AlreadyImported ? "btn-outline-success" : "btn-outline-primary") btn-import flex-shrink-0"
data-item-id="@item.Id"
data-item-name="@item.Name">
@if (item.AlreadyImported)
{
<i class="bi bi-check-lg me-1"></i><span>Already Imported</span>
}
else
{
<i class="bi bi-cloud-download me-1"></i><span>Preview &amp; Import</span>
}
</button>
}
</div>
</div>
</div>
</div>
}
</div>
}
</div>
@* Import Preview Modal *@
<div class="modal fade" id="importModal" tabindex="-1" aria-labelledby="importModalLabel" aria-hidden="true">
<div class="modal-dialog modal-lg modal-dialog-scrollable">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="importModalLabel">
<i class="bi bi-cloud-download me-2"></i>Import Formula
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body" id="importModalBody">
<div class="text-center py-4">
<div class="spinner-border text-primary" role="status"></div>
<p class="mt-2 text-muted">Loading formula details&hellip;</p>
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Cancel</button>
<button type="button" class="btn btn-primary" id="btnConfirmImport" disabled>
<i class="bi bi-cloud-download me-1"></i>Import to My Formulas
</button>
</div>
</div>
</div>
</div>
@section Scripts {
<script src="~/js/formula-library.js" asp-append-version="true"></script>
}

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