using Microsoft.Extensions.Logging;
using PowderCoating.Application.DTOs.Quote;
using PowderCoating.Application.Interfaces;
using PowderCoating.Core.Entities;
using PowderCoating.Core.Interfaces;
namespace PowderCoating.Application.Services;
///
/// Core pricing engine for quotes and jobs. All dollar amounts produced here are stored as
/// snapshots on the Quote/Job rows at save time — they are NOT recalculated on every page load.
/// This means a quote's displayed total is always exactly what was presented to the customer,
/// even if operating costs change after the quote was created.
///
/// Pricing flow (high-level):
/// 1. Per-coat: material cost + labor cost →
/// 2. Per-item: base + additional coats + complexity →
/// 3. Quote total: items + oven batch + shop supplies + discounts + rush + tax →
///
/// Key design decisions documented inline:
/// - Custom powder charges the full ordered quantity; in-stock charges calculated usage only.
/// - Markup is baked into item prices, NOT added as a separate line at the quote level.
/// - Overhead was removed as a separate charge — it is now absorbed into the markup %.
/// - AI items bypass the pricing engine entirely (ManualUnitPrice used as-is).
/// - Oven cost is a quote-level batch charge, not per-item; scaled for AI item fraction.
///
public class PricingCalculationService : IPricingCalculationService
{
private readonly IUnitOfWork _unitOfWork;
private readonly ILogger _logger;
private readonly IMeasurementConversionService _measurementService;
private readonly ITenantContext _tenantContext;
// Constants for additional cost calculations
private const decimal ConsumablesSurchargePercent = 0.05m; // 5% of material costs
// Sandblasting and masking multipliers removed - labor is the same for all tasks
// private const decimal SandblastingLaborMultiplier = 1.5m; // 1.5x base labor
// private const decimal MaskingLaborMultiplier = 0.5m; // 0.5x base labor
// private const decimal SandblastingTimePercent = 0.3m; // 30% of estimated time
public PricingCalculationService(
IUnitOfWork unitOfWork,
ILogger logger,
IMeasurementConversionService measurementService,
ITenantContext tenantContext)
{
_unitOfWork = unitOfWork;
_logger = logger;
_measurementService = measurementService;
_tenantContext = tenantContext;
}
///
/// Loads the operating costs row for a company. Returns null (and logs a warning) if none
/// is configured — callers fall back to zero pricing rather than throwing, so a misconfigured
/// company shows $0 quotes rather than crashing the wizard.
///
public async Task GetOperatingCostsAsync(int companyId)
{
try
{
var costs = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId);
return costs.FirstOrDefault();
}
catch (Exception ex)
{
_logger.LogError(ex, "Error retrieving operating costs for company {CompanyId}", companyId);
return null;
}
}
///
/// Calculates the material and labor cost for a single coat on a single quote item.
///
/// Material cost rules:
/// - Custom powder (no InventoryItemId, manual PowderCostPerLb): charges for the full
/// PowderToOrder quantity, not just calculated usage. The shop must purchase the whole
/// bag/order for this job, so the customer pays for all of it.
/// - In-stock powder (InventoryItemId set): charges calculated usage only
/// (surface area × lbs/sqft ÷ transfer efficiency × unit cost).
/// - No surface area, no PowderToOrder → $0 material cost.
///
/// Labor cost rules:
/// - First coat (coatIndex 0): 100% of EstimatedMinutes × StandardLaborRate.
/// - Additional coats: AdditionalCoatLaborPercent % of base minutes.
/// - NoExtraLayerCharge flag → 0% multiplier for that coat (used for clear coats, etc.).
///
/// Surface area is converted from m² to sqft when the tenant uses metric, so all internal
/// math stays in imperial regardless of the UI unit setting.
///
public async Task CalculateCoatPriceAsync(
CreateQuoteItemCoatDto coat,
decimal itemSurfaceAreaSqFt,
decimal quantity,
int coatIndex,
int estimatedMinutesBase,
int companyId)
{
var costs = await GetOperatingCostsAsync(companyId);
if (costs == null)
{
_logger.LogWarning("No operating costs configured for company {CompanyId}, using default values", companyId);
return new QuoteItemCoatPricingResult
{
CoatMaterialCost = 0,
CoatLaborCost = 0,
CoatTotalCost = 0
};
}
// Convert from metric if needed
var useMetric = await _tenantContext.UseMetricSystemAsync();
var perItemSurfaceAreaSqFt = itemSurfaceAreaSqFt;
if (useMetric)
{
perItemSurfaceAreaSqFt = _measurementService.SquareMetersToFeet(itemSurfaceAreaSqFt);
_logger.LogInformation("Converted surface area from {SqM} sq m to {SqFt} sq ft",
itemSurfaceAreaSqFt, perItemSurfaceAreaSqFt);
}
// 1. Calculate powder cost per sq ft for this coat (also track raw costPerLb for order-quantity billing)
decimal powderCostPerSqFt = costs.PowderCoatingCostPerSqFt; // Default
decimal costPerLb = 0m;
// A coat is "custom" (must be purchased) when it has no inventory item but has a manual price.
// In-stock coats reference an inventory item that already has stock on hand.
// Incoming coats reference an inventory item with IsIncoming=true (ordered, not yet received).
bool isCustomPowder = !coat.InventoryItemId.HasValue
&& coat.PowderCostPerLb.HasValue
&& coat.PowderCostPerLb.Value > 0;
bool isIncomingPowder = false;
if (coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0)
{
// Custom powder with manual cost
costPerLb = coat.PowderCostPerLb.Value;
var poundsPerSqFt = 1m / coat.CoverageSqFtPerLb;
var actualPoundsPerSqFt = poundsPerSqFt / (coat.TransferEfficiency / 100m);
powderCostPerSqFt = actualPoundsPerSqFt * costPerLb;
_logger.LogInformation("Coat {CoatName}: Using custom powder cost: {Cost}/sqft",
coat.CoatName, powderCostPerSqFt);
}
else if (coat.InventoryItemId.HasValue && coat.InventoryItemId.Value > 0)
{
// In-stock or incoming powder - use inventory cost
try
{
var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(coat.InventoryItemId.Value);
if (inventoryItem != null && inventoryItem.UnitCost > 0)
{
costPerLb = inventoryItem.UnitCost;
isIncomingPowder = inventoryItem.IsIncoming;
var coverage = coat.CoverageSqFtPerLb;
var transferEfficiency = coat.TransferEfficiency;
var poundsPerSqFt = 1m / coverage;
var actualPoundsPerSqFt = poundsPerSqFt / (transferEfficiency / 100m);
powderCostPerSqFt = actualPoundsPerSqFt * costPerLb;
_logger.LogInformation("Coat {CoatName}: Using inventory item: {InventoryItem} (IsIncoming={IsIncoming}), UnitCost={UnitCost}/lb, Coverage={Coverage}sqft/lb, Efficiency={Efficiency}%, Calculated={CalcCost}/sqft",
coat.CoatName, inventoryItem.Name, isIncomingPowder, inventoryItem.UnitCost, coverage, transferEfficiency, powderCostPerSqFt);
}
}
catch (Exception ex)
{
_logger.LogWarning(ex, "Could not retrieve inventory item {InventoryItemId} for coat {CoatName}, using default powder cost",
coat.InventoryItemId.Value, coat.CoatName);
}
}
// 2. Calculate material cost for this coat
var batchSurfaceAreaSqFt = perItemSurfaceAreaSqFt * quantity;
decimal coatMaterialCost;
// Custom or incoming powder must be purchased for this job — charge for the full ordered
// quantity so the shop recovers the actual outlay, not just the calculated usage.
if (batchSurfaceAreaSqFt > 0 && (isCustomPowder || isIncomingPowder) && coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0)
{
coatMaterialCost = coat.PowderToOrder.Value * costPerLb;
_logger.LogInformation("Coat {CoatName}: {PowderKind} powder to order — charging full order qty {Lbs}lb × ${CostPerLb}/lb = ${Total} (calculated usage would have been ${Calc})",
coat.CoatName, isIncomingPowder ? "Incoming" : "Custom", coat.PowderToOrder.Value, costPerLb, coatMaterialCost, batchSurfaceAreaSqFt * powderCostPerSqFt);
}
else if (batchSurfaceAreaSqFt > 0)
{
// In-stock powder: charge for calculated usage only
coatMaterialCost = batchSurfaceAreaSqFt * powderCostPerSqFt;
}
else if (coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0)
{
// No surface area (generic item): use PowderToOrder × cost per lb directly
coatMaterialCost = coat.PowderToOrder.Value * costPerLb;
_logger.LogInformation("Coat {CoatName}: Using PowderToOrder={Lbs}lb × ${CostPerLb}/lb = ${Total}",
coat.CoatName, coat.PowderToOrder.Value, costPerLb, coatMaterialCost);
}
else
{
coatMaterialCost = 0;
}
// 3. Calculate labor cost for this coat
// First coat = 100% of base minutes, each additional coat = configurable percent from operating costs
// NoExtraLayerCharge flag skips the additional layer charge (0x) for that specific coat
var additionalCoatPercent = costs.AdditionalCoatLaborPercent / 100m;
var laborMultiplier = coatIndex == 0 ? 1.0m : (coat.NoExtraLayerCharge ? 0m : additionalCoatPercent);
var coatMinutes = estimatedMinutesBase * laborMultiplier * quantity;
var coatLaborHours = coatMinutes / 60m;
var coatLaborCost = coatLaborHours * costs.StandardLaborRate;
_logger.LogInformation("Coat {CoatName} (index {Index}): Labor={LaborMult}x, Minutes={Minutes}, LaborCost=${LaborCost}",
coat.CoatName, coatIndex, laborMultiplier, coatMinutes, coatLaborCost);
return new QuoteItemCoatPricingResult
{
CoatMaterialCost = coatMaterialCost,
CoatLaborCost = coatLaborCost,
CoatTotalCost = coatMaterialCost + coatLaborCost
};
}
///
/// 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.
///
private static bool IsCustomPowderCoat(CreateQuoteItemCoatDto coat) =>
!coat.InventoryItemId.HasValue &&
coat.PowderToOrder.HasValue && coat.PowderToOrder.Value > 0 &&
coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0;
///
/// Calculates the total price for a single quote line item, routing to the correct pricing
/// path based on item type:
///
/// • AI item (IsAiItem = true) — ManualUnitPrice used directly; engine skipped entirely.
/// • Sales item (IsSalesItem) — ManualUnitPrice × Qty; no coating math.
/// • Generic item (IsGenericItem) — ManualUnitPrice as base; custom powder coat material added on top.
/// • Labor item (IsLaborItem) — Qty treated as hours × StandardLaborRate; no markup.
/// • Catalog, no coats — DefaultPrice × Qty (or PowderCostOverride if set).
/// • Catalog with coats — DefaultPrice base + custom powder coat costs on top;
/// in-stock powder assumed baked into the catalog price.
/// • Calculated (surface area) — Material + labor + consumables surcharge + coating booth
/// + markup + additional coat % + complexity surcharge.
///
/// Markup (GeneralMarkupPercentage) is applied to materials only for calculated items —
/// labor and equipment rates are already the billable customer rates, not cost rates.
/// Prep service labor is added to the base for non-AI items when IncludePrepCost is true.
///
public async Task CalculateQuoteItemPriceAsync(CreateQuoteItemDto item, int companyId, decimal? ovenCostOverride = null)
{
var costs = await GetOperatingCostsAsync(companyId);
if (costs == null)
{
_logger.LogWarning("No operating costs configured for company {CompanyId}, using default values", companyId);
return new QuoteItemPricingResult
{
MaterialCost = 0,
LaborCost = 0,
EquipmentCost = 0,
ItemSubtotal = 0,
UnitPrice = 0,
TotalPrice = 0
};
}
// AI items use ManualUnitPrice as the single-coat base price.
// Apply the same additional-coat charge as the calculated-item path so that
// adding a 2nd or 3rd coat in step 3 increases the price by AdditionalCoatLaborPercent%
// per coat — matching what catalog/calculated items charge.
if (item.IsAiItem && item.ManualUnitPrice.HasValue)
{
var aiUnitPrice = item.ManualUnitPrice.Value;
int additionalAiCoats = 0;
if (item.Coats != null)
{
for (int i = 1; i < item.Coats.Count; i++)
{
if (!item.Coats[i].NoExtraLayerCharge)
additionalAiCoats++;
}
}
if (additionalAiCoats > 0)
aiUnitPrice = Math.Round(
aiUnitPrice * (1m + additionalAiCoats * (costs.AdditionalCoatLaborPercent / 100m)), 2);
var aiTotal = aiUnitPrice * item.Quantity;
return new QuoteItemPricingResult
{
MaterialCost = 0,
LaborCost = 0,
EquipmentCost = 0,
ItemSubtotal = aiTotal,
UnitPrice = aiUnitPrice,
TotalPrice = aiTotal
};
}
// 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.
if (item.IsSalesItem && item.ManualUnitPrice.HasValue)
{
var total = item.ManualUnitPrice.Value * item.Quantity;
return new QuoteItemPricingResult
{
MaterialCost = 0,
LaborCost = 0,
EquipmentCost = 0,
ItemSubtotal = total,
UnitPrice = item.ManualUnitPrice.Value,
TotalPrice = total
};
}
// Generic items use a manually-entered flat price as the base;
// coat material costs (powder) are calculated and added on top.
if (item.IsGenericItem && item.ManualUnitPrice.HasValue)
{
decimal coatMaterialCost = 0;
if (item.Coats != null && item.Coats.Any())
{
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(
item.Coats[i], 0m, item.Quantity, i, 0, companyId);
coatMaterialCost += coatResult.CoatMaterialCost;
}
}
var baseTotal = item.ManualUnitPrice.Value * item.Quantity;
var grandTotal = baseTotal + coatMaterialCost;
return new QuoteItemPricingResult
{
MaterialCost = coatMaterialCost,
LaborCost = 0,
EquipmentCost = 0,
ItemSubtotal = grandTotal,
UnitPrice = grandTotal / item.Quantity,
TotalPrice = grandTotal
};
}
// Labor items: Quantity = hours, priced at StandardLaborRate.
// No markup applied — the labor rate is already the billable customer rate.
if (item.IsLaborItem)
{
var laborHours = (decimal)item.Quantity;
var laborTotal = laborHours * costs.StandardLaborRate;
_logger.LogInformation("Labor item '{Description}': {Hours}h × ${Rate}/h = ${Total}",
item.Description, laborHours, costs.StandardLaborRate, laborTotal);
return new QuoteItemPricingResult
{
MaterialCost = 0,
LaborCost = laborTotal,
EquipmentCost = 0,
ItemSubtotal = laborTotal,
UnitPrice = costs.StandardLaborRate,
TotalPrice = laborTotal
};
}
// If catalog item with no coats, use override price or catalog default price
if (item.CatalogItemId.HasValue && (item.Coats == null || !item.Coats.Any()))
{
decimal noCoatUnitPrice = item.PowderCostOverride ?? 0m;
if (noCoatUnitPrice == 0m)
{
var catalogItem = await _unitOfWork.CatalogItems.GetByIdAsync(item.CatalogItemId.Value);
noCoatUnitPrice = catalogItem?.DefaultPrice ?? 0m;
}
var catalogTotal = noCoatUnitPrice * item.Quantity;
return new QuoteItemPricingResult
{
MaterialCost = 0,
LaborCost = 0,
EquipmentCost = 0,
ItemSubtotal = catalogTotal,
UnitPrice = noCoatUnitPrice,
TotalPrice = catalogTotal
};
}
// ── Step 1: calculate base price ──────────────────────────────────────────
// For catalog items: DefaultPrice × Qty is the base (covers one standard coat).
// For non-catalog items: calculate first coat's material + labor + markup as the base.
bool isCatalogItem = item.CatalogItemId.HasValue;
_logger.LogInformation("Item {Description}: Qty={Qty}, SqFt={SqFt}, Coats={CoatCount}, IsCatalog={IsCatalog}",
item.Description, item.Quantity, item.SurfaceAreaSqFt, item.Coats?.Count ?? 0, isCatalogItem);
decimal baseSubtotal;
decimal totalMaterialCost = 0m;
decimal totalLaborCost = 0m;
decimal totalEquipmentCost = 0m;
if (isCatalogItem)
{
decimal baseUnitPrice = item.PowderCostOverride ?? 0m;
if (baseUnitPrice == 0m)
{
var catalogItem = await _unitOfWork.CatalogItems.GetByIdAsync(item.CatalogItemId!.Value);
baseUnitPrice = catalogItem?.DefaultPrice ?? 0m;
}
baseSubtotal = baseUnitPrice * item.Quantity;
_logger.LogInformation("Catalog base: ${Price} × {Qty} = ${Base}", baseUnitPrice, item.Quantity, baseSubtotal);
// Optionally add prep service labor for catalog items when the job requires abnormal
// prep time (e.g. 120-min outgassing on a part that normally takes 30). The flag
// defaults to false so the DefaultPrice is used as-is for typical jobs.
if (!item.IsAiItem && item.IncludePrepCost && item.PrepServices != null && item.PrepServices.Any())
{
var totalPrepMinutes = item.PrepServices.Sum(ps => ps.EstimatedMinutes);
var prepLaborCost = (totalPrepMinutes / 60m) * costs.StandardLaborRate;
baseSubtotal += prepLaborCost;
totalLaborCost += prepLaborCost;
_logger.LogInformation("Catalog item extra prep: {Min} min × ${Rate}/hr = ${Cost}", totalPrepMinutes, costs.StandardLaborRate, prepLaborCost);
}
// Custom (non-inventory) powder coats must be purchased separately — add their material
// cost on top of the catalog base price. Inventory powder is assumed baked into DefaultPrice.
if (item.Coats != null && item.Coats.Any())
{
for (int ci = 0; ci < item.Coats.Count; ci++)
{
var coat = item.Coats[ci];
// Custom powder with PowderToOrder moves to the "Custom Powder Order" line item; skip here
if (!coat.InventoryItemId.HasValue && coat.PowderCostPerLb.HasValue && coat.PowderCostPerLb.Value > 0
&& !IsCustomPowderCoat(coat))
{
var coatResult = await CalculateCoatPriceAsync(coat, item.SurfaceAreaSqFt, item.Quantity, ci, 0, companyId);
totalMaterialCost += coatResult.CoatMaterialCost;
baseSubtotal += coatResult.CoatMaterialCost;
_logger.LogInformation("Catalog item custom powder coat {Name}: +${Cost}", coat.CoatName, coatResult.CoatMaterialCost);
}
}
}
}
else
{
// Non-catalog: derive base from first coat's material + labor + equipment + markup
decimal coatLaborCost = 0m; // coat-only labor, used for coating booth (not prep/sandblast)
if (item.Coats != null && item.Coats.Count > 0)
{
var firstCoatResult = await CalculateCoatPriceAsync(
item.Coats[0], item.SurfaceAreaSqFt, item.Quantity, 0, item.EstimatedMinutes, companyId);
// 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;
totalLaborCost = coatLaborCost;
}
// Prep service labor (done once per item batch)
// AI items exclude prep cost — it's already baked into the AI estimate
if (!item.IsAiItem && item.PrepServices != null && item.PrepServices.Any())
{
var totalPrepMinutes = item.PrepServices.Sum(ps => ps.EstimatedMinutes);
var prepLaborHours = totalPrepMinutes / 60m;
totalLaborCost += prepLaborHours * costs.StandardLaborRate;
_logger.LogInformation("PrepServices={Count}, TotalPrepMinutes={Min}", item.PrepServices.Count, totalPrepMinutes);
}
// Consumables surcharge (5% of material)
totalMaterialCost += totalMaterialCost * ConsumablesSurchargePercent;
// Equipment cost: coating booth only — use coat labor hours, not prep/sandblast hours
// (sandblasting happens in a blast cabinet, not the powder coating booth)
var coatLaborHours = costs.StandardLaborRate > 0 ? coatLaborCost / costs.StandardLaborRate : 0m;
totalEquipmentCost = coatLaborHours * costs.CoatingBoothCostPerHour;
// Apply pricing mode: markup on material only, or target margin on total cost
if (costs.PricingMode == PowderCoating.Core.Enums.PricingMode.MarginOnTotalCost)
{
var totalCost = totalMaterialCost + totalLaborCost + totalEquipmentCost;
var margin = Math.Min(costs.TargetMarginPercent / 100m, 0.99m); // clamp to avoid divide-by-zero
baseSubtotal = margin < 0.001m ? totalCost : totalCost / (1m - margin);
_logger.LogInformation("Non-catalog base (margin mode): TotalCost=${C}, Margin={M}% → Base=${Base}",
totalCost, costs.TargetMarginPercent, baseSubtotal);
}
else
{
var materialWithMarkup = totalMaterialCost * (1 + costs.GeneralMarkupPercentage / 100m);
baseSubtotal = materialWithMarkup + totalLaborCost + totalEquipmentCost;
_logger.LogInformation("Non-catalog base (markup mode): Material=${M} (markup {Mk}% → ${MW}), Labor=${L}, Equipment=${E}, Base=${Base}",
totalMaterialCost, costs.GeneralMarkupPercentage, materialWithMarkup, totalLaborCost, totalEquipmentCost, baseSubtotal);
}
}
// ── Step 2: additional coat charges (% of base per additional coat) ──────
// Each additional coat (index 1+) without NoExtraLayerCharge adds
// AdditionalCoatLaborPercent % of the base subtotal.
int additionalCoatCount = 0;
if (item.Coats != null)
{
for (int i = 1; i < item.Coats.Count; i++)
{
if (!item.Coats[i].NoExtraLayerCharge)
additionalCoatCount++;
}
}
var additionalCoatCharge = baseSubtotal * additionalCoatCount * (costs.AdditionalCoatLaborPercent / 100m);
var itemSubtotal = baseSubtotal + additionalCoatCharge;
_logger.LogInformation("Additional coats: {Count} × {Pct}% of ${Base} = ${Charge}; Total=${Total}",
additionalCoatCount, costs.AdditionalCoatLaborPercent, baseSubtotal, additionalCoatCharge, itemSubtotal);
// ── Step 3: apply complexity multiplier (calculated items only) ────────
if (!isCatalogItem && !item.IsGenericItem && !item.IsLaborItem)
{
var complexityPercent = item.Complexity switch
{
"Moderate" => costs.ComplexityModeratePercent,
"Complex" => costs.ComplexityComplexPercent,
"Extreme" => costs.ComplexityExtremePercent,
_ => costs.ComplexitySimplePercent // "Simple" or null
};
if (complexityPercent > 0)
{
var complexityCharge = itemSubtotal * (complexityPercent / 100m);
_logger.LogInformation("Complexity '{Complexity}': +{Pct}% = +${Charge}",
item.Complexity ?? "Simple", complexityPercent, complexityCharge);
itemSubtotal += complexityCharge;
}
}
var unitPrice = item.Quantity > 0 ? itemSubtotal / item.Quantity : 0m;
var totalPrice = itemSubtotal;
return new QuoteItemPricingResult
{
MaterialCost = totalMaterialCost,
LaborCost = totalLaborCost,
EquipmentCost = totalEquipmentCost,
ItemSubtotal = itemSubtotal,
UnitPrice = unitPrice,
TotalPrice = totalPrice
};
}
///
/// Calculates the complete quote total from all line items, applying quote-level charges,
/// discounts, and tax. The calculation sequence is strictly ordered (steps 1–14) and must
/// not be reordered, as each step feeds the next:
///
/// 1. Sum item subtotals (via per item).
/// 2. Add oven batch cost (batches × cycle hours × oven rate) — quote-level, not per-item.
/// AI items are excluded from the oven charge by scaling with the non-AI surface-area fraction.
/// 3. Add shop supplies charge (ShopSuppliesRate % of items + oven subtotal).
/// 4. Apply customer pricing-tier discount (percentage off subtotal before any quote discount).
/// 5. Apply quote-level discount (percentage or fixed amount, applied after tier discount).
/// 6. Apply rush fee (percentage or fixed amount from operating costs, if IsRushJob).
/// 7. Apply tax (manualTaxPercent if provided — used for tax-exempt customers — else CompanyTaxPercent).
/// 8. Round all values to 2 decimal places.
///
/// Overhead and profit margin are NOT added here — they were removed as separate line items.
/// Markup is now baked into per-item prices (step 1). The ProfitPercent field in the result
/// is the markup % from operating costs, kept for the breakdown display only.
///
public async Task CalculateQuoteTotalsAsync(
List items,
int companyId,
int? customerId = null,
decimal? manualTaxPercent = null,
string discountType = "None",
decimal discountValue = 0,
bool isRushJob = false,
decimal? ovenCostOverride = null,
int ovenBatches = 1,
int? ovenCycleMinutes = null)
{
var costs = await GetOperatingCostsAsync(companyId);
if (costs == null)
{
_logger.LogWarning("No operating costs configured for company {CompanyId}, returning zero pricing", companyId);
return new QuotePricingResult
{
ItemsSubtotal = 0,
ShopSuppliesAmount = 0,
ShopSuppliesPercent = 0,
FacilityOverheadCost = 0,
FacilityOverheadRatePerHour = 0,
OverheadCosts = 0,
OverheadPercent = 0,
ProfitMargin = 0,
ProfitPercent = 0,
SubtotalBeforeDiscount = 0,
DiscountAmount = 0,
DiscountPercent = 0,
SubtotalAfterDiscount = 0,
TaxAmount = 0,
TaxPercent = 0,
Total = 0,
MaterialCosts = 0,
LaborCosts = 0,
EquipmentCosts = 0
};
}
// Calculate all items
var itemResults = new List();
foreach (var item in items)
{
QuoteItemPricingResult itemResult;
// All items (catalog and calculated) go through CalculateQuoteItemPriceAsync, which
// handles PowderCostOverride, prep cost inclusion, and all item type variants.
itemResult = await CalculateQuoteItemPriceAsync(item, companyId, ovenCostOverride);
itemResults.Add(itemResult);
}
// 1. SEPARATE CATALOG ITEMS FROM CALCULATED ITEMS
// Catalog items WITHOUT coats are final prices - no breakdown
// Catalog items WITH coats should include their cost breakdown
var catalogItemsWithoutCoatsTotal = items
.Where(i => i.CatalogItemId.HasValue && (i.Coats == null || !i.Coats.Any()))
.Zip(itemResults.Where((r, idx) => items[idx].CatalogItemId.HasValue && (items[idx].Coats == null || !items[idx].Coats.Any())), (item, result) => result.ItemSubtotal)
.Sum();
// Include calculated items AND catalog items with coats in the breakdown
var itemsWithBreakdown = itemResults
.Where((r, idx) => !items[idx].CatalogItemId.HasValue || (items[idx].Coats != null && items[idx].Coats.Any()))
.ToList();
var calculatedItemsSubtotal = itemsWithBreakdown.Sum(r => r.ItemSubtotal);
var totalMaterialCosts = itemsWithBreakdown.Sum(r => r.MaterialCost);
var totalLaborCosts = itemsWithBreakdown.Sum(r => r.LaborCost);
var totalEquipmentCosts = itemsWithBreakdown.Sum(r => r.EquipmentCost);
// 2. OVERHEAD COSTS (removed - was calculated separately)
var overheadCosts = 0m;
// 3. PROFIT MARGIN (now baked into item prices, not added separately)
// Store whichever % was active so the breakdown display shows the right label.
var profitPercent = costs.PricingMode == PowderCoating.Core.Enums.PricingMode.MarginOnTotalCost
? costs.TargetMarginPercent
: costs.GeneralMarkupPercentage;
var profitMargin = 0m; // Already included in item prices
// 4. TOTAL ITEMS SUBTOTAL
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();
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)
// 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.
var effectiveOvenRate = ovenCostOverride ?? costs.OvenOperatingCostPerHour;
var effectiveCycleMinutes = ovenCycleMinutes.HasValue && ovenCycleMinutes.Value > 0
? ovenCycleMinutes.Value
: costs.DefaultOvenCycleMinutes;
var effectiveBatches = Math.Max(1, ovenBatches);
var fullOvenBatchCost = effectiveBatches * (effectiveCycleMinutes / 60m) * effectiveOvenRate;
// Only items with coating layers go in the oven — sandblast/prep-only items (zero coats) don't.
// Of those coating items, AI items already have oven cost baked into their AI price.
var coatingItems = items.Where(i => i.Coats != null && i.Coats.Any()).ToList();
var nonAiCoatItems = coatingItems.Where(i => !i.IsAiItem).ToList();
decimal nonAiFraction;
if (!coatingItems.Any())
{
nonAiFraction = 0m; // No coated items — no oven charge
}
else
{
var totalCoatSqFt = coatingItems.Sum(i => i.SurfaceAreaSqFt * i.Quantity);
var nonAiCoatSqFt = nonAiCoatItems.Sum(i => i.SurfaceAreaSqFt * i.Quantity);
if (totalCoatSqFt > 0)
nonAiFraction = nonAiCoatSqFt / totalCoatSqFt;
else
nonAiFraction = coatingItems.Count > 0 ? (decimal)nonAiCoatItems.Count / coatingItems.Count : 1m;
}
var ovenBatchCost = fullOvenBatchCost * nonAiFraction;
_logger.LogInformation(
"Oven batch cost: {Batches} × {Min}min × ${Rate}/hr = ${Full}; non-AI fraction {Frac:P0} → charged ${Cost}",
effectiveBatches, effectiveCycleMinutes, effectiveOvenRate, fullOvenBatchCost, nonAiFraction, ovenBatchCost);
var itemsAndOvenSubtotal = itemsSubtotal + ovenBatchCost;
// 5. FACILITY OVERHEAD (rent + utilities apportioned by estimated job hours)
var facilityOverheadRatePerHour = 0m;
var facilityOverheadCost = 0m;
if (costs.MonthlyBillableHours > 0 && (costs.MonthlyRent + costs.MonthlyUtilities) > 0)
{
facilityOverheadRatePerHour = (costs.MonthlyRent + costs.MonthlyUtilities) / costs.MonthlyBillableHours;
var totalEstimatedMinutes = items.Sum(i => (decimal)i.EstimatedMinutes * i.Quantity);
facilityOverheadCost = facilityOverheadRatePerHour * (totalEstimatedMinutes / 60m);
_logger.LogInformation(
"Facility overhead: ${Rate:F2}/hr × {Min:F0} min = ${Cost:F2}",
facilityOverheadRatePerHour, totalEstimatedMinutes, facilityOverheadCost);
}
// 6. SHOP SUPPLIES (percentage of items + oven subtotal — does not include facility overhead)
var shopSuppliesPercent = costs.ShopSuppliesRate;
var shopSuppliesAmount = itemsAndOvenSubtotal * (shopSuppliesPercent / 100m);
// 7. SUBTOTAL BEFORE DISCOUNT (items + oven + facility overhead + shop supplies)
var subtotalBeforeDiscount = itemsAndOvenSubtotal + facilityOverheadCost + shopSuppliesAmount;
// 8. CUSTOMER PRICING TIER DISCOUNT (if applicable)
var pricingTierDiscountPercent = 0m;
var pricingTierDiscountAmount = 0m;
if (customerId.HasValue)
{
try
{
var customers = await _unitOfWork.Customers.FindAsync(c => c.Id == customerId.Value);
var customer = customers.FirstOrDefault();
if (customer != null)
{
// Get pricing tier if assigned
if (customer.PricingTierId.HasValue)
{
var pricingTier = await _unitOfWork.PricingTiers.GetByIdAsync(customer.PricingTierId.Value);
if (pricingTier != null)
{
pricingTierDiscountPercent = pricingTier.DiscountPercent;
pricingTierDiscountAmount = subtotalBeforeDiscount * (pricingTierDiscountPercent / 100m);
}
}
}
}
catch (Exception ex)
{
_logger.LogError(ex, "Error retrieving customer {CustomerId} for discount calculation", customerId.Value);
}
}
var subtotalAfterTierDiscount = subtotalBeforeDiscount - pricingTierDiscountAmount;
// 8. QUOTE-LEVEL DISCOUNT (applied after pricing tier discount)
var quoteDiscountPercent = 0m;
var quoteDiscountAmount = 0m;
if (discountType != "None" && discountValue > 0)
{
if (discountType == "Percentage")
{
quoteDiscountPercent = discountValue;
quoteDiscountAmount = subtotalAfterTierDiscount * (discountValue / 100m);
}
else if (discountType == "FixedAmount")
{
quoteDiscountAmount = discountValue;
// Calculate what percentage this is for display purposes
if (subtotalAfterTierDiscount > 0)
{
quoteDiscountPercent = (discountValue / subtotalAfterTierDiscount) * 100m;
}
}
}
// 9. COMBINED DISCOUNT (pricing tier + quote-level)
var totalDiscountPercent = pricingTierDiscountPercent + quoteDiscountPercent;
var totalDiscountAmount = pricingTierDiscountAmount + quoteDiscountAmount;
// 10. SUBTOTAL AFTER ALL DISCOUNTS
var subtotalAfterDiscount = subtotalAfterTierDiscount - quoteDiscountAmount;
// 11. RUSH FEE (if applicable)
var rushFee = 0m;
if (isRushJob)
{
if (costs.RushChargeType == "Percentage")
{
rushFee = subtotalAfterDiscount * (costs.RushChargePercentage / 100m);
}
else // FixedAmount
{
rushFee = costs.RushChargeFixedAmount;
}
}
// 12. SUBTOTAL INCLUDING RUSH FEE
var subtotalWithRushFee = subtotalAfterDiscount + rushFee;
// 13. TAX
var taxPercent = manualTaxPercent ?? costs.TaxPercent;
var taxAmount = subtotalWithRushFee * (taxPercent / 100m);
// 14. FINAL TOTAL
var total = subtotalWithRushFee + taxAmount;
return new QuotePricingResult
{
ItemsSubtotal = Math.Round(itemsSubtotal, 2),
OvenBatchCost = Math.Round(ovenBatchCost, 2),
OvenBatches = effectiveBatches,
OvenCycleMinutes = effectiveCycleMinutes,
FacilityOverheadCost = Math.Round(facilityOverheadCost, 2),
FacilityOverheadRatePerHour = Math.Round(facilityOverheadRatePerHour, 4),
ShopSuppliesAmount = Math.Round(shopSuppliesAmount, 2),
ShopSuppliesPercent = Math.Round(shopSuppliesPercent, 2),
OverheadCosts = Math.Round(overheadCosts, 2),
OverheadPercent = 0m, // Overhead removed
ProfitMargin = Math.Round(profitMargin, 2), // 0 - now baked into item prices
ProfitPercent = Math.Round(profitPercent, 2), // Markup % used (for reference)
SubtotalBeforeDiscount = Math.Round(subtotalBeforeDiscount, 2),
// Separate discounts
PricingTierDiscountAmount = Math.Round(pricingTierDiscountAmount, 2),
PricingTierDiscountPercent = Math.Round(pricingTierDiscountPercent, 2),
QuoteDiscountAmount = Math.Round(quoteDiscountAmount, 2),
QuoteDiscountPercent = Math.Round(quoteDiscountPercent, 2),
// Combined discount (for backward compatibility)
DiscountAmount = Math.Round(totalDiscountAmount, 2),
DiscountPercent = Math.Round(totalDiscountPercent, 2),
SubtotalAfterDiscount = Math.Round(subtotalAfterDiscount, 2),
RushFee = Math.Round(rushFee, 2),
TaxAmount = Math.Round(taxAmount, 2),
TaxPercent = Math.Round(taxPercent, 2),
Total = Math.Round(total, 2),
MaterialCosts = Math.Round(totalMaterialCosts, 2),
LaborCosts = Math.Round(totalLaborCosts, 2),
EquipmentCosts = Math.Round(totalEquipmentCosts, 2),
ItemResults = itemResults,
CustomPowderOrderAmount = Math.Round(customPowderOrderAmount, 2),
CustomPowderOrderColors = customPowderOrderColors
.Distinct(StringComparer.OrdinalIgnoreCase)
.ToList()
};
}
}