spouliot
6eb7be0193
- DemoController: company-code-gated reset action (DEMO only, CSRF protected) - SeedDataService.Remove: FK-safe topological pre-sweep, all deletes scoped to companyId - SeedDataService: clock entries, extra seed data, updated customer/worker/job-status seeders - CompanySettingsController + Index.cshtml: Reset Demo Data button for DEMO company users - ReportsController + FinancialReportService: supporting report fixes - _Layout.cshtml: suppress env banner when current company is DEMO (all auth paths) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
412 lines
22 KiB
C#
412 lines
22 KiB
C#
using Microsoft.EntityFrameworkCore;
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using PowderCoating.Core.Entities;
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using PowderCoating.Core.Enums;
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namespace PowderCoating.Infrastructure.Services;
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public partial class SeedDataService
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{
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// ═══════════════════════════════════════════════════════════════════════════
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// Job Notes
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// ═══════════════════════════════════════════════════════════════════════════
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/// <summary>
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/// Seeds realistic shop-floor notes on a subset of jobs so that the job
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/// detail view looks lived-in. Roughly 70% of jobs receive 1–2 notes;
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/// the selection and text are deterministic so every reset produces the same set.
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/// </summary>
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private async Task<int> SeedJobNotesAsync(Company company)
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{
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var existingCount = await _context.Set<JobNote>()
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.IgnoreQueryFilters()
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.CountAsync(n => n.CompanyId == company.Id && !n.IsDeleted);
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if (existingCount > 0) return 0;
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var jobs = await _context.Set<Job>()
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.IgnoreQueryFilters()
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.Where(j => j.CompanyId == company.Id && !j.IsDeleted)
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.OrderBy(j => j.Id)
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.ToListAsync();
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if (jobs.Count == 0) return 0;
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string[] internalNotes =
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[
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"Customer confirmed pickup Friday PM — call ahead.",
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"Requires extra masking around mounting holes — 6 total.",
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"Rush job — prioritize over batch queue.",
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"Custom color mix: 70% Gloss Black + 30% Charcoal Grey.",
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"Check for pitting before coating — surface prep critical.",
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"Customer wants to inspect before final cure.",
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"Sandblast to bare metal — all previous coating must come off.",
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"Note: customer bringing additional parts next week, hold space.",
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"Frame sections must be coated before assembly — check sequence.",
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"QC check required — previous run had adhesion issue with this powder.",
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"Customer paid deposit via check #4412.",
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"Temperature-sensitive substrate — confirm oven profile before load.",
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"Left voicemail re: delivery date — awaiting callback.",
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"Batch with Triangle Offroad order if timing works out.",
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"Hanging rod #3 reserved for this run.",
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];
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string[] externalNotes =
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[
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"Customer requested matte finish — confirmed in writing.",
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"Delivery arranged for Thursday 9am–12pm.",
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"Customer approved color sample.",
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"Special instructions: no masking on inner bore.",
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"Customer will drop off Wednesday morning.",
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];
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var notes = new List<JobNote>();
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for (int i = 0; i < jobs.Count; i++)
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{
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int hash = (i * 31 + 7) % 10;
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if (hash >= 7) continue; // ~30% of jobs get no notes
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int noteCount = hash < 3 ? 1 : 2;
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var job = jobs[i];
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for (int n = 0; n < noteCount; n++)
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{
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bool isInternal = (i + n) % 4 != 0;
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var pool = isInternal ? internalNotes : externalNotes;
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notes.Add(new JobNote
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{
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JobId = job.Id,
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Note = pool[(i * 3 + n * 7) % pool.Length],
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IsImportant = n == 0 && i % 5 == 0,
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IsInternal = isInternal,
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CompanyId = company.Id,
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CreatedAt = job.CreatedAt.AddDays(1 + n),
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});
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}
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}
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if (notes.Count == 0) return 0;
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await _context.Set<JobNote>().AddRangeAsync(notes);
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await _context.SaveChangesAsync();
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return notes.Count;
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}
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// ═══════════════════════════════════════════════════════════════════════════
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// Customer Notes
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// ═══════════════════════════════════════════════════════════════════════════
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/// <summary>
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/// Seeds account-management notes on the 10 commercial anchor customers and a
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/// handful of individual customers so that customer detail pages look like a
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/// working CRM rather than a blank slate.
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/// </summary>
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private async Task<int> SeedCustomerNotesAsync(Company company)
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{
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var existingCount = await _context.Set<CustomerNote>()
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.IgnoreQueryFilters()
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.CountAsync(n => n.CompanyId == company.Id && !n.IsDeleted);
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if (existingCount > 0) return 0;
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// Targeted notes for named commercial anchor accounts
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var anchorData = new (string email, string note, bool important)[]
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{
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("matt@carolinafab.com", "Net 30 terms per contract; invoices go to accounting@carolinafab.com.", true),
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("matt@carolinafab.com", "Prefers Gloss Black and Hammertone for structural steel — confirm any color changes.", false),
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("ctanner@apexmotorsports.com", "Racing season turnaround required within 5 business days.", true),
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("ctanner@apexmotorsports.com", "Color approval required before coating — never assume from previous run.", false),
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("jpruitt@triangleoffroad.com", "Skid plates must be coated inside and out — customer checks coverage.", true),
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("bsmith@smithwelding.com", "Monthly standing PO — call Bill to confirm quantities before start.", false),
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("kmorales@raleigharchitectural.com", "Architectural work: surface finish is critical, QC photos required.", true),
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("kmorales@raleigharchitectural.com", "Preferred color: RAL 9005 Jet Black. Has approved alternate: Gloss Black.", false),
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("tgreco@eastcoastpw.com", "Net 15 — has paid late twice; flag for follow-up at 10 days.", true),
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("dshaw@piedmontmetalworks.com", "Heavy gauge steel — plan for extended sandblast and pre-heat time.", false),
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("lpatel@caryindustrial.com", "Parts arrive disassembled; coordinate reassembly quote if needed.", false),
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("rblake@durhamtech.com", "University purchase order required on every invoice — ask for PO number.", true),
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("mcoleman@wakecountyfleet.gov", "Government contract — tax exempt, Net 60. Do not charge sales tax.", true),
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("mcoleman@wakecountyfleet.gov", "Fleet contact: Michelle Coleman. Secondary: Facilities Dept (919) 555-0100.", false),
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};
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// Generic notes for individual customers (applied deterministically to first N individuals)
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string[] genericIndivNotes =
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[
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"Repeat customer — prefers same color family as previous job.",
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"Customer prefers afternoon pickups — call before loading.",
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"Cash payment preferred; has paid by check in the past.",
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"Sensitive to turnaround time — communicate delays early.",
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"Referred by Carolina Fabrication. Treat as preferred.",
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];
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var notes = new List<CustomerNote>();
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var now = DateTime.UtcNow;
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// Anchor commercial notes
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foreach (var (email, note, important) in anchorData)
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{
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var customer = await _context.Set<Customer>()
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.IgnoreQueryFilters()
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.FirstOrDefaultAsync(c => c.Email == email && c.CompanyId == company.Id && !c.IsDeleted);
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if (customer == null) continue;
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notes.Add(new CustomerNote
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{
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CustomerId = customer.Id,
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Note = note,
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IsImportant = important,
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CompanyId = company.Id,
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CreatedAt = customer.CreatedAt.AddDays(2),
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});
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}
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// Generic notes on the first 8 individual customers (non-commercial)
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var individuals = await _context.Set<Customer>()
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.IgnoreQueryFilters()
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.Where(c => c.CompanyId == company.Id && !c.IsDeleted && !c.IsCommercial)
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.OrderBy(c => c.Id)
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.Take(8)
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.ToListAsync();
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for (int i = 0; i < individuals.Count; i++)
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{
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notes.Add(new CustomerNote
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{
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CustomerId = individuals[i].Id,
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Note = genericIndivNotes[i % genericIndivNotes.Length],
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IsImportant = false,
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CompanyId = company.Id,
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CreatedAt = individuals[i].CreatedAt.AddDays(3),
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});
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}
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if (notes.Count == 0) return 0;
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await _context.Set<CustomerNote>().AddRangeAsync(notes);
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await _context.SaveChangesAsync();
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return notes.Count;
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}
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// ═══════════════════════════════════════════════════════════════════════════
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// Rework Records
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// ═══════════════════════════════════════════════════════════════════════════
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/// <summary>
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/// Seeds 7–8 rework records on completed jobs representing a realistic ~5%
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/// rework rate. Mix of internal defects (shop fault) and customer-reported
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/// warranty claims. About half are resolved; the rest remain open or in-progress.
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/// </summary>
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private async Task<int> SeedReworkRecordsAsync(Company company)
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{
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var existingCount = await _context.Set<ReworkRecord>()
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.IgnoreQueryFilters()
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.CountAsync(r => r.CompanyId == company.Id && !r.IsDeleted);
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if (existingCount > 0) return 0;
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// Only completed/delivered jobs qualify for rework records
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var terminalCodes = new[] { "COMPLETED", "DELIVERED", "READY_FOR_PICKUP" };
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var statusIds = await _context.Set<JobStatusLookup>()
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.IgnoreQueryFilters()
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.Where(s => s.CompanyId == company.Id && terminalCodes.Contains(s.StatusCode))
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.Select(s => s.Id)
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.ToListAsync();
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var completedJobs = await _context.Set<Job>()
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.IgnoreQueryFilters()
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.Where(j => j.CompanyId == company.Id && !j.IsDeleted && statusIds.Contains(j.JobStatusId))
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.OrderBy(j => j.Id)
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.ToListAsync();
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if (completedJobs.Count < 5) return 0;
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// Deterministic selection: pick jobs at indices 1, 4, 7, 10, 13, 16, 19
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var reworkData = new (int jobIdx, ReworkType type, ReworkReason reason,
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string description, ReworkDiscoveredBy by, ReworkStatus status,
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ReworkResolution? resolution, decimal estCost, decimal actCost,
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bool billable, ReworkPricingType? pricing)[]
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{
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(1, ReworkType.InternalDefect, ReworkReason.AdhesionFailure, "Coating delaminating on three mounting points — surface prep insufficient.", ReworkDiscoveredBy.Internal, ReworkStatus.Resolved, ReworkResolution.RecoatedNoCharge, 85m, 95m, false, ReworkPricingType.ShopFault),
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(4, ReworkType.InternalDefect, ReworkReason.Contamination, "Fish-eye defects across main panel — contamination during coating.", ReworkDiscoveredBy.Internal, ReworkStatus.Resolved, ReworkResolution.RecoatedNoCharge, 60m, 70m, false, ReworkPricingType.ShopFault),
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(7, ReworkType.CustomerWarranty, ReworkReason.ColorMismatch, "Customer says delivered color does not match approved sample.", ReworkDiscoveredBy.Customer, ReworkStatus.Resolved, ReworkResolution.CustomerCredited, 120m, 0m, false, ReworkPricingType.ShopFault),
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(10, ReworkType.InternalDefect, ReworkReason.RunsSags, "Runs visible on lower edge — caught during QC inspection.", ReworkDiscoveredBy.Internal, ReworkStatus.Resolved, ReworkResolution.RecoatedNoCharge, 45m, 50m, false, ReworkPricingType.ShopFault),
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(13, ReworkType.CustomerDamage, ReworkReason.HandlingDamage, "Customer damaged finish during installation — requesting touch-up.", ReworkDiscoveredBy.Customer, ReworkStatus.InProgress, null, 150m, 0m, true, ReworkPricingType.CustomerFull),
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(16, ReworkType.InternalDefect, ReworkReason.InsufficientCoverage, "Thin spots on inside radius — insufficient powder in recessed areas.", ReworkDiscoveredBy.Internal, ReworkStatus.Open, null, 70m, 0m, false, ReworkPricingType.ShopFault),
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(19, ReworkType.CustomerWarranty, ReworkReason.OvenIssue, "Early cure failure reported 3 months post-delivery — under investigation.", ReworkDiscoveredBy.Customer, ReworkStatus.Open, null, 200m, 0m, false, ReworkPricingType.ShopFault),
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};
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var records = new List<ReworkRecord>();
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foreach (var (jobIdx, type, reason, desc, by, status, resolution, est, act, billable, pricing) in reworkData)
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{
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if (jobIdx >= completedJobs.Count) continue;
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var job = completedJobs[jobIdx];
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var discoveredDate = job.CompletedDate ?? job.UpdatedAt ?? job.CreatedAt.AddDays(7);
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records.Add(new ReworkRecord
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{
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JobId = job.Id,
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ReworkType = type,
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Reason = reason,
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DefectDescription = desc,
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DiscoveredBy = by,
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DiscoveredDate = discoveredDate.AddDays(1),
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EstimatedReworkCost = est,
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ActualReworkCost = act,
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IsBillableToCustomer = billable,
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ReworkPricingType = pricing,
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Status = status,
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Resolution = resolution,
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ResolvedDate = status == ReworkStatus.Resolved ? discoveredDate.AddDays(5) : null,
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ResolutionNotes = status == ReworkStatus.Resolved ? "Recoated and re-inspected. Customer notified." : null,
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CompanyId = company.Id,
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CreatedAt = discoveredDate.AddDays(1),
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});
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}
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if (records.Count == 0) return 0;
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await _context.Set<ReworkRecord>().AddRangeAsync(records);
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await _context.SaveChangesAsync();
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return records.Count;
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}
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// ═══════════════════════════════════════════════════════════════════════════
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// Deposits
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// ═══════════════════════════════════════════════════════════════════════════
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/// <summary>
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/// Seeds ~18 deposits spread across commercial and individual jobs.
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/// Deposits on jobs that have paid invoices are marked applied; deposits on
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/// open or pending jobs remain unapplied, giving the Deposits module a realistic mix.
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/// </summary>
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private async Task<int> SeedDepositsAsync(Company company)
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{
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var existingCount = await _context.Set<Deposit>()
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.IgnoreQueryFilters()
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.CountAsync(d => d.CompanyId == company.Id && !d.IsDeleted);
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if (existingCount > 0) return 0;
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// Grab jobs with their invoices and customer info
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var jobsWithInvoices = await _context.Set<Job>()
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.IgnoreQueryFilters()
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.Where(j => j.CompanyId == company.Id && !j.IsDeleted)
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.OrderBy(j => j.Id)
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.ToListAsync();
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var invoicesByJob = await _context.Set<Invoice>()
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.IgnoreQueryFilters()
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.Where(i => i.CompanyId == company.Id && !i.IsDeleted && i.JobId.HasValue)
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.ToDictionaryAsync(i => i.JobId!.Value, i => i);
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// Checking account for deposit account ID
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var checkingAccount = await _context.Set<Account>()
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.IgnoreQueryFilters()
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.FirstOrDefaultAsync(a => a.CompanyId == company.Id && !a.IsDeleted
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&& a.AccountNumber == "1000");
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if (jobsWithInvoices.Count == 0) return 0;
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// Deposit amounts and methods for variety
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decimal[] amounts = [150m, 200m, 250m, 300m, 400m, 500m, 750m, 100m, 350m];
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var methods = new[] { PaymentMethod.Cash, PaymentMethod.Check, PaymentMethod.CreditDebitCard,
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PaymentMethod.BankTransferACH, PaymentMethod.Check, PaymentMethod.Cash };
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var deposits = new List<Deposit>();
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int depSeq = 1;
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// Seed a deposit for every 3rd job (deterministic ~33% coverage)
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foreach (var (job, idx) in jobsWithInvoices.Select((j, i) => (j, i)))
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{
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if (idx % 3 != 0) continue;
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if (deposits.Count >= 20) break;
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var receivedDate = job.CreatedAt.AddDays(1);
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decimal amount = amounts[idx % amounts.Length];
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var method = methods[idx % methods.Length];
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string yymm = receivedDate.ToString("yyMM");
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string receipt = $"DEP-{yymm}-{depSeq:D4}";
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invoicesByJob.TryGetValue(job.Id, out var invoice);
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bool isApplied = invoice != null
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&& invoice.Status is InvoiceStatus.Paid or InvoiceStatus.PartiallyPaid;
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deposits.Add(new Deposit
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{
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ReceiptNumber = receipt,
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CustomerId = job.CustomerId,
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JobId = job.Id,
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Amount = amount,
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PaymentMethod = method,
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ReceivedDate = receivedDate,
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Reference = method == PaymentMethod.Check ? $"CHK #{4000 + idx}" : null,
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Notes = isApplied ? "Applied to invoice on creation." : null,
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DepositAccountId = checkingAccount?.Id,
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AppliedToInvoiceId = isApplied ? invoice!.Id : null,
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AppliedDate = isApplied ? invoice!.InvoiceDate : null,
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CompanyId = company.Id,
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CreatedAt = receivedDate,
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});
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depSeq++;
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}
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if (deposits.Count == 0) return 0;
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await _context.Set<Deposit>().AddRangeAsync(deposits);
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await _context.SaveChangesAsync();
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return deposits.Count;
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}
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// ═══════════════════════════════════════════════════════════════════════════
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// Bank Reconciliations
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// ═══════════════════════════════════════════════════════════════════════════
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/// <summary>
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/// Seeds 3 completed monthly bank reconciliations on the primary checking account
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/// covering the 3 full calendar months immediately before the current month.
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/// Balances are approximated from the account's opening balance plus a realistic
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/// monthly cash-flow trajectory, so they look plausible without needing to match
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/// actual transaction totals (which vary per reset).
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/// </summary>
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private async Task<int> SeedBankReconciliationsAsync(Company company)
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{
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var existingCount = await _context.Set<BankReconciliation>()
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.IgnoreQueryFilters()
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.CountAsync(r => r.CompanyId == company.Id && !r.IsDeleted);
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if (existingCount > 0) return 0;
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var checkingAccount = await _context.Set<Account>()
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.IgnoreQueryFilters()
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.FirstOrDefaultAsync(a => a.CompanyId == company.Id && !a.IsDeleted
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&& a.AccountNumber == "1000");
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if (checkingAccount == null) return 0;
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var now = DateTime.UtcNow;
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var reconciliations = new List<BankReconciliation>();
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// Build 3 months of completed reconciliations ending the last day of each month.
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// Balances step up ~$4-6k per month to reflect a moderately profitable shop.
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decimal[] endingBalances = [62_400m, 67_800m, 73_250m];
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for (int i = 3; i >= 1; i--)
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{
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var statementMonth = new DateTime(now.Year, now.Month, 1).AddMonths(-i);
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var statementDate = new DateTime(statementMonth.Year, statementMonth.Month,
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DateTime.DaysInMonth(statementMonth.Year, statementMonth.Month),
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23, 59, 59, DateTimeKind.Utc);
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int balIdx = 3 - i; // 0,1,2
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decimal ending = endingBalances[balIdx];
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decimal beginning = balIdx == 0 ? ending - 5_200m : endingBalances[balIdx - 1];
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reconciliations.Add(new BankReconciliation
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{
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AccountId = checkingAccount.Id,
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StatementDate = statementDate,
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BeginningBalance = beginning,
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EndingBalance = ending,
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Status = BankReconciliationStatus.Completed,
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CompletedAt = statementDate.AddDays(3),
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CompletedBy = "demo@powdercoatinglogix.com",
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Notes = $"Monthly close — {statementMonth:MMMM yyyy}. All transactions cleared.",
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CompanyId = company.Id,
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CreatedAt = statementDate.AddDays(3),
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});
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}
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await _context.Set<BankReconciliation>().AddRangeAsync(reconciliations);
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await _context.SaveChangesAsync();
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return reconciliations.Count;
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}
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}
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