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PowderCoatingLogix/MIGRATION_COMPLETE.md
2026-04-23 21:38:24 -04:00

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Multi-Tenancy Migration - COMPLETED

Migration Status: SUCCESS

The multi-tenancy migration has been successfully applied to the Powder Coating application database.


Database Changes Applied

1. Companies Table

  • Created Companies table with full schema
  • Inserted default company: "Demo Company" (Id=1, Code=DEMO)
  • Created unique index on CompanyCode

2. CompanyId Columns Added

All tables now have CompanyId foreign key to Companies:

  • AspNetUsers (with CompanyRole field)
  • Customers
  • Jobs, JobItems, JobPhotos, JobNotes, JobStatusHistory
  • Quotes, QuoteItems
  • Equipment, MaintenanceRecords
  • InventoryItems, InventoryTransactions
  • Suppliers
  • PricingTiers
  • CustomerNotes

Default Value: All existing records assigned to CompanyId=1 (Demo Company)

3. Indexes Created

  • IX_AspNetUsers_CompanyId
  • IX_Customers_CompanyId
  • IX_Jobs_CompanyId
  • IX_Equipment_CompanyId
  • IX_Quotes_CompanyId
  • IX_InventoryItems_CompanyId
  • IX_Suppliers_CompanyId
  • IX_PricingTiers_CompanyId
  • IX_Companies_CompanyCode (unique)

4. Foreign Key Constraints

  • FK_AspNetUsers_Companies_CompanyId
  • FK_Customers_Companies_CompanyId
  • FK_Jobs_Companies_CompanyId
  • FK_Equipment_Companies_CompanyId
  • FK_Quotes_Companies_CompanyId
  • FK_InventoryItems_Companies_CompanyId
  • FK_Suppliers_Companies_CompanyId
  • FK_PricingTiers_Companies_CompanyId

All foreign keys use ON DELETE NO ACTION (Restrict) to prevent accidental data loss.


Admin Users Created

1. SuperAdmin (Platform Management)

  • Email: superadmin@powdercoating.com
  • Password: SuperAdmin123!
  • Role: SuperAdmin
  • CompanyId: 1 (Demo Company)
  • CompanyRole: NULL (system-level access)
  • Permissions: Full access to all companies and platform management

2. Company Admin (Company Management)

  • Email: admin@demo.com
  • Password: CompanyAdmin123!
  • CompanyId: 1 (Demo Company)
  • CompanyRole: CompanyAdmin
  • Permissions: Full access to Demo Company data, can manage users within company

3. Manager (Operations)

  • Email: manager@demo.com
  • Password: Manager123!
  • CompanyId: 1 (Demo Company)
  • CompanyRole: Manager
  • Permissions: Can manage jobs, inventory, quotes within Demo Company

Code Changes Summary

Infrastructure Layer

  • Created Company entity
  • Added CompanyId to BaseEntity
  • Updated ApplicationUser with CompanyId and CompanyRole
  • Created ITenantContext service interface
  • Implemented TenantContext service
  • Updated ApplicationDbContext with global query filters
  • Added automatic CompanyId assignment in SaveChangesAsync
  • Updated SeedData to seed companies and admin users

Application Layer

  • Created Company DTOs (CompanyDto, CompanyListDto, CreateCompanyDto, UpdateCompanyDto)
  • Created User Management DTOs for company-scoped user management
  • Created CompanyProfile AutoMapper configuration

Web Layer

  • Created CompaniesController (SuperAdmin only)
  • Created CompanyUsersController (CompanyAdmin only)
  • Added authorization policies (SuperAdminOnly, CompanyAdminOnly, CanManageJobs, etc.)
  • Registered ITenantContext service in Program.cs
  • Updated navigation with conditional menus based on roles
  • Created all necessary views for company and user management

Constants

  • Added SuperAdmin to Roles
  • Created CompanyRoles class (CompanyAdmin, Manager, Worker, Viewer)

Global Query Filters

The application now automatically filters all queries by CompanyId:

// Non-SuperAdmin users see only their company's data
modelBuilder.Entity<Customer>().HasQueryFilter(e => !e.IsDeleted && e.CompanyId == currentCompanyId);
// ... applied to all 15 tenant-scoped entities

SuperAdmin users can bypass these filters to see all companies' data using:

_unitOfWork.Customers.GetAllAsync(ignoreQueryFilters: true);

Testing Instructions

1. Build and Run

cd Y:\PCC\PowderCoatingApp
dotnet build
dotnet run --project src/PowderCoating.Web

2. Access the Application

Navigate to: https://localhost:5001 (or http://localhost:5000)

3. Test User Logins

Test SuperAdmin Access:

  1. Login with: superadmin@powdercoating.com / SuperAdmin123!
  2. Verify you see "Platform Management" > "Companies" in navigation
  3. Navigate to Companies management
  4. Verify you can see all companies and create new ones

Test Company Admin Access:

  1. Logout and login with: admin@demo.com / CompanyAdmin123!
  2. Verify you see "Company Settings" > "Manage Users" in navigation
  3. Navigate to Manage Users
  4. Verify you can create/edit users for Demo Company only
  5. Verify you CANNOT see Companies management (SuperAdmin only)

Test Manager Access:

  1. Logout and login with: manager@demo.com / Manager123!
  2. Verify you can view and manage jobs
  3. Verify you CANNOT see user management (CompanyAdmin only)

4. Test Data Isolation

  1. Login as Company Admin (admin@demo.com)
  2. Create a new customer "Test Customer A"
  3. Logout
  4. Login as SuperAdmin
  5. Create a new company "Test Company B"
  6. Create a new Company Admin for Test Company B
  7. Login as the new Company Admin
  8. Verify you CANNOT see "Test Customer A" (belongs to Demo Company)

Database Verification

Run these queries to verify the migration:

-- Check Companies
SELECT Id, CompanyName, CompanyCode FROM Companies;
-- Expected: 1 company (Demo Company)

-- Check Users
SELECT UserName, Email, CompanyId, CompanyRole FROM AspNetUsers;
-- Expected: 4 users, all with CompanyId=1

-- Check Roles
SELECT Name FROM AspNetRoles;
-- Expected: SuperAdmin, Administrator, Manager, Employee, ShopFloor, ReadOnly

-- Check Foreign Keys
SELECT name FROM sys.foreign_keys WHERE name LIKE 'FK_%_Companies_CompanyId';
-- Expected: 8 foreign keys

-- Check Indexes
SELECT name FROM sys.indexes WHERE name LIKE 'IX_%_CompanyId';
-- Expected: 8 indexes

Next Steps

Optional: Update Existing Controllers

Existing controllers (Customers, Jobs, Equipment, etc.) should be updated with authorization policies:

[Authorize(Policy = "CanViewData")]  // All authenticated users
public class CustomersController : Controller
{
    // GET actions use CanViewData

    [Authorize(Policy = "CanManageJobs")]  // CompanyAdmin or Manager
    public async Task<IActionResult> Create()
    {
        // ...
    }
}

See AUTHORIZATION_UPDATE_GUIDE.md for detailed instructions.

Production Deployment Checklist

  • Review all seeded passwords and change them
  • Test data isolation thoroughly
  • Verify global query filters are working
  • Test SuperAdmin company switching
  • Backup database before deploying
  • Update connection strings for production
  • Review and update authorization policies
  • Test all user workflows (create, read, update, delete)

Files Modified

Created Files (30+)

  • Company entity, DTOs, and AutoMapper profile
  • ITenantContext interface and TenantContext implementation
  • CompaniesController and views (4)
  • CompanyUsersController and views (3)
  • User Management DTOs
  • Migration file: 20260206012125_AddMultiTenancy.cs
  • Seed scripts: seed-admin-users.sql
  • Documentation: This file and others

Modified Files (9)

  • BaseEntity.cs - Added CompanyId
  • ApplicationUser.cs - Added CompanyId, CompanyRole, Company navigation
  • ApplicationDbContext.cs - Query filters, relationships, auto-CompanyId
  • SeedData.cs - Company and admin user seeding
  • Program.cs - Services and authorization policies
  • AppConstants.cs - SuperAdmin role and CompanyRoles
  • _Layout.cshtml - Conditional navigation
  • IRepository.cs - ignoreQueryFilters support
  • IUnitOfWork.cs - Companies repository

Migration Timeline

  1. Phase 1: Core Infrastructure (Company entity, ITenantContext)
  2. Phase 2: Database Layer (ApplicationDbContext, query filters)
  3. Phase 3: Authentication & Authorization (roles, policies)
  4. Phase 4: Company Management (Controllers, views)
  5. Phase 5: User Management (Company-scoped)
  6. Phase 6: Database Migration Applied
  7. Phase 7: Admin Users Seeded

Status: ALL PHASES COMPLETE


Support

For issues or questions:

  • Check AUTHORIZATION_UPDATE_GUIDE.md for controller update guidance
  • Check DEPLOYMENT_GUIDE.md for production deployment steps
  • Review MULTI_TENANCY_STATUS.md for implementation details

Multi-Tenancy Implementation Completed: February 5, 2026 Migration ID: 20260206012125_AddMultiTenancy Database: PowderCoatingDb (SQL Server Express)