spouliot
a0bdd2b5b4
Replace all corruption variants with HTML entities across 226 view files: - 3-char UTF-8-as-Win1252 sequences (ae-corruption) - Standalone smart/curly quotes that break C# Razor expressions - Partially re-corrupted variants where the 3rd byte was normalised to ASCII tools/Fix-Encoding.ps1: re-runnable sweep; uses [char] code points so the script itself never contains a literal non-ASCII character; supports -DryRun .githooks/pre-commit: blocks commits containing the ae-corruption byte signature (xc3xa2xe2x82xac); git core.hooksPath = .githooks so the hook is repo-committed and active for all future work on this machine. Build clean; 225 unit tests pass. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
385 lines
27 KiB
Plaintext
385 lines
27 KiB
Plaintext
@model PowderCoating.Application.DTOs.Customer.CreateCustomerDto
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@{
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ViewData["Title"] = "Add New Customer";
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ViewData["PageIcon"] = "bi-person-plus";
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}
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<div class="row justify-content-center">
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<div class="col-lg-10">
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<div class="d-flex justify-content-end align-items-center mb-4">
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<a asp-action="Index" class="btn btn-outline-secondary">
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<i class="bi bi-arrow-left me-2"></i>Back to List
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</a>
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</div>
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<div class="card border-0 shadow-sm">
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<div class="card-body p-4">
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<form asp-action="Create" method="post">
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<partial name="_ValidationSummary" />
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<!-- Company Information Section -->
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<div class="mb-4">
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<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
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<h5 class="mb-0"><i class="bi bi-building me-2 text-primary"></i>Company Information</h5>
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<a tabindex="0" class="help-icon" role="button"
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data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
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data-bs-title="Company Information"
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data-bs-content="Company Name is used on quotes, invoices, and correspondence. Leave it blank for individual (non-business) customers. Customer Type controls which features are available — Commercial customers get payment terms, credit limits, and pricing tier discounts; Individual customers are for simpler one-off work.">
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<i class="bi bi-question-circle"></i>
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</a>
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</div>
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<div class="row g-3">
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<div class="col-md-8">
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<label asp-for="CompanyName" class="form-label">Company Name</label>
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<input asp-for="CompanyName" class="form-control" placeholder="Enter company name" />
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<span asp-validation-for="CompanyName" class="text-danger"></span>
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</div>
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<div class="col-md-4">
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<label asp-for="IsCommercial" class="form-label">Customer Type
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<a tabindex="0" class="help-icon" role="button"
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data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
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data-bs-title="Customer Type"
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data-bs-content="Commercial: businesses with ongoing work, purchase orders, and invoicing. Individual: walk-in customers or one-off jobs. This affects which fields are shown and whether pricing tier discounts apply.">
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<i class="bi bi-question-circle"></i>
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</a>
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</label>
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<select asp-for="IsCommercial" class="form-select">
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<option value="false">Individual</option>
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<option value="true">Commercial</option>
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</select>
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</div>
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</div>
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</div>
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<!-- Contact Information Section -->
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<div class="mb-4">
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<h5 class="border-bottom pb-2 mb-3">
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<i class="bi bi-person me-2 text-primary"></i>Contact Information
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</h5>
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<div class="alert alert-info alert-permanent py-2 px-3 mb-3" style="font-size:.875rem;">
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<i class="bi bi-info-circle me-1"></i>
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<strong>Required:</strong> At least one of Company Name, First Name, or Last Name — and at least one of Email, Phone, or Mobile Phone.
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</div>
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<div class="row g-3">
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<div class="col-md-6">
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<label asp-for="ContactFirstName" class="form-label">First Name <span class="text-muted fw-normal">(required if no company name)</span></label>
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<input asp-for="ContactFirstName" class="form-control" placeholder="Enter first name" />
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<span asp-validation-for="ContactFirstName" class="text-danger"></span>
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</div>
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<div class="col-md-6">
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<label asp-for="ContactLastName" class="form-label">Last Name</label>
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<input asp-for="ContactLastName" class="form-control" placeholder="Enter last name" />
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<span asp-validation-for="ContactLastName" class="text-danger"></span>
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</div>
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<div class="col-md-6">
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<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>
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<input asp-for="Email" type="email" multiple class="form-control" placeholder="name@example.com (comma-separate multiple)" />
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<span asp-validation-for="Email" class="text-danger"></span>
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</div>
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<div class="col-md-3">
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<label asp-for="Phone" class="form-label">Phone <span class="text-danger">*</span> <span class="text-muted fw-normal">(required if no email)</span></label>
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<input asp-for="Phone" type="tel" class="form-control" placeholder="(555) 123-4567" />
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<span asp-validation-for="Phone" class="text-danger"></span>
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</div>
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<div class="col-md-3">
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<label asp-for="MobilePhone" class="form-label">Mobile Phone</label>
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<input asp-for="MobilePhone" type="tel" class="form-control" placeholder="(555) 123-4567" />
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<span asp-validation-for="MobilePhone" class="text-danger"></span>
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</div>
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<div class="col-md-6" id="billingEmailRow" style="display:none;">
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<label asp-for="BillingEmail" class="form-label">Billing / Accounting Email
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<span class="text-muted fw-normal">(invoices sent here)</span>
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</label>
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<input asp-for="BillingEmail" type="email" multiple class="form-control" placeholder="accounting@company.com (comma-separate multiple)" />
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<span asp-validation-for="BillingEmail" class="text-danger"></span>
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<div class="form-text">When set, invoices are emailed here instead of the contact email.</div>
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</div>
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</div>
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</div>
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<!-- Address Section -->
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<div class="mb-4">
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<h5 class="border-bottom pb-2 mb-3">
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<i class="bi bi-geo-alt me-2 text-primary"></i>Address
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</h5>
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<div class="row g-3">
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<div class="col-12">
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<label asp-for="Address" class="form-label">Street Address</label>
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<input asp-for="Address" class="form-control" placeholder="Enter street address" />
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<span asp-validation-for="Address" class="text-danger"></span>
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</div>
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<div class="col-md-5">
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<label asp-for="City" class="form-label">City</label>
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<input asp-for="City" class="form-control" placeholder="Enter city" />
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<span asp-validation-for="City" class="text-danger"></span>
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</div>
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<div class="col-md-3">
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<label asp-for="State" class="form-label">State</label>
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<input asp-for="State" class="form-control" placeholder="Enter state" />
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<span asp-validation-for="State" class="text-danger"></span>
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</div>
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<div class="col-md-2">
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<label asp-for="ZipCode" class="form-label">Zip Code</label>
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<input asp-for="ZipCode" class="form-control" placeholder="12345" />
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<span asp-validation-for="ZipCode" class="text-danger"></span>
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</div>
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<div class="col-md-2">
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<label asp-for="Country" class="form-label">Country</label>
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<select asp-for="Country" class="form-select">
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<option value="">-- Select --</option>
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<option value="USA">USA</option>
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<option value="Canada">Canada</option>
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<option value="Mexico">Mexico</option>
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<option value="Afghanistan">Afghanistan</option>
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<option value="Albania">Albania</option>
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<option value="Algeria">Algeria</option>
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<option value="Argentina">Argentina</option>
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<option value="Australia">Australia</option>
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<option value="Austria">Austria</option>
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<option value="Bangladesh">Bangladesh</option>
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<option value="Belgium">Belgium</option>
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<option value="Bolivia">Bolivia</option>
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<option value="Brazil">Brazil</option>
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<option value="Chile">Chile</option>
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<option value="China">China</option>
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<option value="Colombia">Colombia</option>
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<option value="Costa Rica">Costa Rica</option>
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<option value="Croatia">Croatia</option>
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<option value="Czech Republic">Czech Republic</option>
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<option value="Denmark">Denmark</option>
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<option value="Dominican Republic">Dominican Republic</option>
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<option value="Ecuador">Ecuador</option>
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<option value="Egypt">Egypt</option>
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<option value="El Salvador">El Salvador</option>
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<option value="Finland">Finland</option>
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<option value="France">France</option>
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<option value="Germany">Germany</option>
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<option value="Ghana">Ghana</option>
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<option value="Greece">Greece</option>
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<option value="Guatemala">Guatemala</option>
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<option value="Honduras">Honduras</option>
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<option value="Hungary">Hungary</option>
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<option value="India">India</option>
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<option value="Indonesia">Indonesia</option>
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<option value="Iran">Iran</option>
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<option value="Iraq">Iraq</option>
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<option value="Ireland">Ireland</option>
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<option value="Israel">Israel</option>
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<option value="Italy">Italy</option>
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<option value="Japan">Japan</option>
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<option value="Jordan">Jordan</option>
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<option value="Kazakhstan">Kazakhstan</option>
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<option value="Kenya">Kenya</option>
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<option value="South Korea">South Korea</option>
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<option value="Kuwait">Kuwait</option>
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<option value="Malaysia">Malaysia</option>
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<option value="Netherlands">Netherlands</option>
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<option value="New Zealand">New Zealand</option>
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<option value="Nicaragua">Nicaragua</option>
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<option value="Nigeria">Nigeria</option>
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<option value="Norway">Norway</option>
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<option value="Pakistan">Pakistan</option>
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<option value="Panama">Panama</option>
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<option value="Paraguay">Paraguay</option>
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<option value="Peru">Peru</option>
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<option value="Philippines">Philippines</option>
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<option value="Poland">Poland</option>
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<option value="Portugal">Portugal</option>
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<option value="Puerto Rico">Puerto Rico</option>
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<option value="Romania">Romania</option>
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<option value="Russia">Russia</option>
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<option value="Saudi Arabia">Saudi Arabia</option>
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<option value="South Africa">South Africa</option>
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<option value="Spain">Spain</option>
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<option value="Sweden">Sweden</option>
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<option value="Switzerland">Switzerland</option>
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<option value="Taiwan">Taiwan</option>
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<option value="Thailand">Thailand</option>
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<option value="Turkey">Turkey</option>
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<option value="Ukraine">Ukraine</option>
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<option value="United Arab Emirates">United Arab Emirates</option>
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<option value="United Kingdom">United Kingdom</option>
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<option value="Uruguay">Uruguay</option>
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<option value="Venezuela">Venezuela</option>
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<option value="Vietnam">Vietnam</option>
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</select>
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<span asp-validation-for="Country" class="text-danger"></span>
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</div>
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</div>
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</div>
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<!-- Business Information Section -->
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<div class="mb-4">
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<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
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<h5 class="mb-0"><i class="bi bi-briefcase me-2 text-primary"></i>Business Information</h5>
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<a tabindex="0" class="help-icon" role="button"
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data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
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data-bs-title="Business Information"
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data-bs-content="These fields govern billing and compliance. Payment Terms sets the default for invoices (e.g., Net 30 = payment due within 30 days). Credit Limit is a soft cap on outstanding balance — the system will warn when exceeded. Tax Exempt removes tax from all invoices for this customer (upload the exemption certificate on the Edit page).">
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<i class="bi bi-question-circle"></i>
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</a>
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</div>
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<div class="row g-3">
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<div class="col-md-6">
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<label asp-for="TaxId" class="form-label">Tax ID / EIN</label>
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<input asp-for="TaxId" class="form-control" placeholder="Enter tax ID" />
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<span asp-validation-for="TaxId" class="text-danger"></span>
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</div>
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<div class="col-md-6">
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<div class="d-flex align-items-center gap-1">
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<label asp-for="PaymentTerms" class="form-label mb-0">Payment Terms</label>
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<a tabindex="0" class="help-icon" role="button"
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data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
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data-bs-title="Payment Terms"
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data-bs-content="Sets the default due date on invoices for this customer. 'Net 30' means payment is due 30 days after the invoice date. This is a default — you can override it on individual invoices.">
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<i class="bi bi-question-circle"></i>
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</a>
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</div>
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<select asp-for="PaymentTerms" class="form-select">
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<option value="">Select payment terms</option>
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<option value="Net 15">Net 15</option>
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<option value="Net 30">Net 30</option>
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<option value="Net 45">Net 45</option>
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<option value="Net 60">Net 60</option>
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<option value="Due on Receipt">Due on Receipt</option>
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<option value="Cash on Delivery">Cash on Delivery</option>
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</select>
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<span asp-validation-for="PaymentTerms" class="text-danger"></span>
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</div>
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<div class="col-md-3">
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<label asp-for="PricingTierId" class="form-label">Pricing Tier</label>
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<select asp-for="PricingTierId" asp-items="ViewBag.PricingTiers" class="form-select">
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<option value="">— No tier —</option>
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</select>
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<small class="text-muted">Applies a discount to all quotes for this customer.</small>
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</div>
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<div class="col-md-3">
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<div class="d-flex align-items-center gap-1">
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<label asp-for="CreditLimit" class="form-label mb-0">Credit Limit</label>
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<a tabindex="0" class="help-icon" role="button"
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data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
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data-bs-title="Credit Limit"
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data-bs-content="The maximum outstanding balance you'll extend to this customer before requiring payment. Set to $0 to allow unlimited credit or to require payment upfront. The system will warn (but not block) when the balance exceeds this limit.">
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<i class="bi bi-question-circle"></i>
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</a>
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</div>
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<div class="input-group">
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<span class="input-group-text">$</span>
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<input asp-for="CreditLimit" type="number" step="0.01" min="0" value="0" class="form-control" placeholder="0.00" />
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</div>
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<span asp-validation-for="CreditLimit" class="text-danger"></span>
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</div>
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</div>
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<div class="row g-3 mt-2">
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<div class="col-md-6">
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<div class="form-check form-switch">
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<input asp-for="IsTaxExempt" class="form-check-input" type="checkbox" />
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<label asp-for="IsTaxExempt" class="form-check-label">Tax Exempt Customer</label>
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</div>
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<small class="text-muted">Check this box if the customer is tax exempt</small>
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</div>
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</div>
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</div>
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<!-- Notes Section -->
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<div class="mb-4">
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<h5 class="border-bottom pb-2 mb-3">
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<i class="bi bi-journal-text me-2 text-primary"></i>Notes
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</h5>
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<div class="row g-3">
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<div class="col-12">
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<label asp-for="GeneralNotes" class="form-label">General Notes</label>
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<textarea asp-for="GeneralNotes" class="form-control" rows="4" placeholder="Enter any additional notes about this customer"></textarea>
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<span asp-validation-for="GeneralNotes" class="text-danger"></span>
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</div>
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</div>
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</div>
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<!-- Notification Preferences -->
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<div class="mb-4">
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<div class="d-flex align-items-center gap-2 border-bottom pb-2 mb-3">
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<h5 class="mb-0"><i class="bi bi-bell me-2 text-primary"></i>Notification Preferences</h5>
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<a tabindex="0" class="help-icon" role="button"
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data-bs-toggle="popover" data-bs-placement="right" data-bs-trigger="focus"
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data-bs-title="Notification Preferences"
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data-bs-content="Controls when the customer receives automatic updates. Email notifications send status change alerts (e.g., job ready for pickup) to the customer's email address. SMS requires separate TCPA consent and a mobile phone number.">
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<i class="bi bi-question-circle"></i>
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</a>
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</div>
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<div class="row g-3">
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<!-- Email -->
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<div class="col-md-6">
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<div class="form-check form-switch">
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<input asp-for="NotifyByEmail" class="form-check-input" type="checkbox" role="switch" />
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<label asp-for="NotifyByEmail" class="form-check-label">
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<i class="bi bi-envelope me-1"></i>Email Notifications
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</label>
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<div class="form-text">Receive quote and job status updates by email.</div>
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</div>
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</div>
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</div>
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@if (ViewBag.SmsEnabled == true)
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{
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<!-- SMS Consent (TCPA compliance) -->
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<div class="mt-3">
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<div class="card border-warning">
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<div class="card-header bg-warning-subtle text-warning-emphasis d-flex align-items-center gap-2 py-2">
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<i class="bi bi-shield-exclamation fs-5"></i>
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<span class="fw-semibold">SMS Consent Requirement (TCPA)</span>
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<span class="badge bg-warning text-dark ms-auto">Required before enabling SMS</span>
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</div>
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<div class="card-body pb-2">
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<p class="mb-2">
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Federal law (TCPA) requires <strong>explicit prior written or verbal consent</strong> before sending SMS messages to a customer.
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Before enabling SMS notifications, you must:
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</p>
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<ol class="mb-2 ps-3">
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<li>Inform the customer they will receive automated text messages for job updates and pickup alerts.</li>
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<li>Inform them that message and data rates may apply.</li>
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<li>Explain they can reply <strong>STOP</strong> at any time to opt out.</li>
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<li>Obtain their clear verbal or written agreement.</li>
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</ol>
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<p class="mb-2 small text-muted">
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Only check the box below <strong>after</strong> the customer has given consent.
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A confirmation text will be sent automatically to verify enrollment.
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</p>
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</div>
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</div>
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<div class="card border-secondary bg-body-secondary p-3">
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<div class="form-check">
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<input asp-for="SmsConsentGranted" class="form-check-input" type="checkbox" id="SmsConsentGranted" />
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<label class="form-check-label fw-semibold" for="SmsConsentGranted">
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<i class="bi bi-shield-check me-1 text-success"></i>
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Customer has verbally consented to receive SMS notifications
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</label>
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<div class="form-text">
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Checking this box records consent on behalf of the customer and triggers a confirmation text.
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A mobile phone number must be entered above.
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</div>
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</div>
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</div>
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</div>
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}
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</div>
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<!-- Form Actions -->
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<div class="d-flex gap-2 justify-content-end pt-3 border-top">
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<a asp-action="Index" class="btn btn-outline-secondary px-4">Cancel</a>
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<button type="submit" class="btn btn-primary px-4">
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<i class="bi bi-check-circle me-2"></i>Create Customer
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</button>
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</div>
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</form>
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</div>
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</div>
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</div>
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</div>
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@section Scripts {
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<partial name="_ValidationScriptsPartial" />
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<script src="~/js/customer-billing-email.js"></script>
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}
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