spouliot
94a89ee175
- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields) - Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields - Additional Contacts card on Customer Details with AJAX add/edit/delete - Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit - Customer Details: side-by-side billing/ship-to when ship-to is set - Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups) - Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter) - HelpKnowledgeBase.cs updated for all features above Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
318 lines
16 KiB
JavaScript
318 lines
16 KiB
JavaScript
"use strict";
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async function pushSmsConsent(customerId) {
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch(`/Kiosk/PushSmsConsent?customerId=${customerId}`, {
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method: 'POST',
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headers: { 'RequestVerificationToken': tok }
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});
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const data = await res.json();
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if (data.success) {
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toastr.success('Consent form sent to the kiosk tablet — hand it to the customer.', 'Sent to Kiosk');
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document.getElementById('btnGetSmsConsent')?.classList.add('d-none');
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document.getElementById('btnCancelSmsConsent')?.classList.remove('d-none');
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} else {
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toastr.warning(data.message || 'Could not send consent to kiosk.');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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async function cancelSmsConsent() {
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch('/Kiosk/CancelSmsConsent', {
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method: 'POST',
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headers: { 'RequestVerificationToken': tok }
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});
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const data = await res.json();
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if (data.success) {
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toastr.info('Consent request cancelled — kiosk is free.');
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document.getElementById('btnCancelSmsConsent')?.classList.add('d-none');
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document.getElementById('btnGetSmsConsent')?.classList.remove('d-none');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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// ── Customer Notes ────────────────────────────────────────────────────────────
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async function addCustomerNote(customerId) {
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const textarea = document.getElementById('newNoteText');
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const importantCb = document.getElementById('newNoteImportant');
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const note = textarea?.value?.trim();
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if (!note) { toastr.warning('Please enter a note.'); return; }
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch(`/Customers/AddCustomerNote/${customerId}`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
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body: `note=${encodeURIComponent(note)}&isImportant=${importantCb?.checked ?? false}`
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});
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const data = await res.json();
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if (data.success) {
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const list = document.getElementById('customer-notes-list');
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const placeholder = document.getElementById('no-notes-placeholder');
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if (placeholder) placeholder.remove();
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list.insertAdjacentHTML('afterbegin', data.noteHtml);
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textarea.value = '';
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if (importantCb) importantCb.checked = false;
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toastr.success('Note added.');
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} else {
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toastr.error(data.message || 'Could not add note.');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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async function deleteCustomerNote(customerId, noteId) {
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch(`/Customers/DeleteCustomerNote/${customerId}`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
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body: `noteId=${noteId}`
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});
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const data = await res.json();
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if (data.success) {
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document.querySelector(`[data-note-id="${noteId}"]`)?.remove();
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const list = document.getElementById('customer-notes-list');
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if (list && list.querySelectorAll('.customer-note-item').length === 0)
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list.insertAdjacentHTML('afterbegin', '<div id="no-notes-placeholder" class="px-3 py-2 text-muted small">No notes yet.</div>');
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} else {
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toastr.error(data.message || 'Could not delete note.');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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// ── Preferred Powders ─────────────────────────────────────────────────────────
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let _powderSearchTimer = null;
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function searchInventoryItems(term) {
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clearTimeout(_powderSearchTimer);
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const dropdown = document.getElementById('powderSearchResults');
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if (!term || term.length < 2) { if (dropdown) dropdown.innerHTML = ''; return; }
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_powderSearchTimer = setTimeout(async () => {
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try {
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const res = await fetch(`/Customers/SearchInventoryItems?term=${encodeURIComponent(term)}`);
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const data = await res.json();
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if (!dropdown) return;
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dropdown.innerHTML = data.length === 0
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? '<div class="dropdown-item text-muted small">No results</div>'
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: data.map(i => `<button type="button" class="dropdown-item small"
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onclick="selectPowder(${i.id}, ${JSON.stringify(i.name + (i.colorName ? ' — ' + i.colorName : ''))})">${i.name}${i.colorName ? ' <span class=\'text-muted\'>' + i.colorName + '</span>' : ''} <span class="badge bg-light text-muted border">${i.sku}</span></button>`).join('');
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} catch { /* silent */ }
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}, 300);
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}
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function selectPowder(itemId, label) {
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document.getElementById('selectedPowderId').value = itemId;
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document.getElementById('powderSearchInput').value = label;
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const dropdown = document.getElementById('powderSearchResults');
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if (dropdown) dropdown.innerHTML = '';
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}
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async function addPreferredPowder(customerId) {
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const itemId = document.getElementById('selectedPowderId')?.value;
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const notes = document.getElementById('powderNotes')?.value?.trim() ?? '';
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if (!itemId) { toastr.warning('Please search for and select a powder first.'); return; }
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch(`/Customers/AddPreferredPowder/${customerId}`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
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body: `inventoryItemId=${itemId}¬es=${encodeURIComponent(notes)}`
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});
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const data = await res.json();
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if (data.success) {
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const list = document.getElementById('preferred-powders-list');
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const placeholder = document.getElementById('no-powders-placeholder');
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if (placeholder) placeholder.remove();
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const notesHtml = data.notes ? `<div class="text-muted" style="font-size:0.75rem;">${data.notes}</div>` : '';
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list.insertAdjacentHTML('beforeend',
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`<div class="d-flex align-items-center gap-2 px-3 py-2 border-bottom" data-powder-id="${data.itemId}">
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<i class="bi bi-droplet-fill text-primary flex-shrink-0" style="font-size:0.8rem;"></i>
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<div class="flex-grow-1"><span class="small fw-semibold">${data.itemName}</span>${notesHtml}</div>
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<button type="button" class="btn btn-sm btn-link text-danger p-0"
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onclick="removePreferredPowder(${customerId}, ${data.itemId})" title="Remove">×</button>
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</div>`);
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document.getElementById('powderSearchInput').value = '';
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document.getElementById('selectedPowderId').value = '';
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if (document.getElementById('powderNotes')) document.getElementById('powderNotes').value = '';
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toastr.success(`${data.itemName} added to preferred powders.`);
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} else {
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toastr.warning(data.message || 'Could not add powder.');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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async function removePreferredPowder(customerId, itemId) {
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch(`/Customers/RemovePreferredPowder/${customerId}`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
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body: `itemId=${itemId}`
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});
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const data = await res.json();
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if (data.success) {
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document.querySelector(`[data-powder-id="${itemId}"]`)?.remove();
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const list = document.getElementById('preferred-powders-list');
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if (list && list.querySelectorAll('[data-powder-id]').length === 0)
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list.insertAdjacentHTML('afterbegin', '<div id="no-powders-placeholder" class="px-3 py-2 text-muted small">No preferred powders yet.</div>');
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} else {
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toastr.error(data.message || 'Could not remove powder.');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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// ── Customer Contacts ──────────────────────────────────────────────────────
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function openAddContactModal() {
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document.getElementById('contactId').value = '0';
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document.getElementById('contactModalTitle').textContent = 'Add Contact';
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document.getElementById('contactFirstName').value = '';
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document.getElementById('contactLastName').value = '';
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document.getElementById('contactTitle').value = '';
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document.getElementById('contactRole').value = '';
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document.getElementById('contactEmail').value = '';
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document.getElementById('contactPhone').value = '';
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document.getElementById('contactMobilePhone').value = '';
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document.getElementById('contactNotes').value = '';
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document.getElementById('contactModalError').classList.add('d-none');
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}
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async function editContact(customerId, contactId) {
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch(`/Customers/GetContact/${customerId}?contactId=${contactId}`);
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const data = await res.json();
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if (!data.success) { toastr.error('Could not load contact.'); return; }
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const c = data.contact;
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document.getElementById('contactId').value = c.id;
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document.getElementById('contactModalTitle').textContent = 'Edit Contact';
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document.getElementById('contactFirstName').value = c.firstName ?? '';
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document.getElementById('contactLastName').value = c.lastName ?? '';
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document.getElementById('contactTitle').value = c.title ?? '';
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document.getElementById('contactRole').value = c.contactRole ?? '';
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document.getElementById('contactEmail').value = c.email ?? '';
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document.getElementById('contactPhone').value = c.phone ?? '';
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document.getElementById('contactMobilePhone').value = c.mobilePhone ?? '';
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document.getElementById('contactNotes').value = c.notes ?? '';
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document.getElementById('contactModalError').classList.add('d-none');
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new bootstrap.Modal(document.getElementById('contactModal')).show();
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} catch {
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toastr.error('An error occurred loading the contact.');
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}
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}
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async function saveContact(customerId) {
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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const contactId = parseInt(document.getElementById('contactId').value ?? '0', 10);
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const firstName = document.getElementById('contactFirstName').value.trim();
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if (!firstName) {
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const err = document.getElementById('contactModalError');
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err.textContent = 'First name is required.';
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err.classList.remove('d-none');
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return;
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}
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const params = new URLSearchParams({
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FirstName: firstName,
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LastName: document.getElementById('contactLastName').value.trim(),
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Title: document.getElementById('contactTitle').value.trim(),
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ContactRole: document.getElementById('contactRole').value,
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Email: document.getElementById('contactEmail').value.trim(),
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Phone: document.getElementById('contactPhone').value.trim(),
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MobilePhone: document.getElementById('contactMobilePhone').value.trim(),
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Notes: document.getElementById('contactNotes').value.trim(),
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});
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const isEdit = contactId > 0;
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if (isEdit) { params.append('Id', contactId); params.append('CustomerId', customerId); }
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const url = isEdit ? `/Customers/UpdateContact/${customerId}` : `/Customers/AddContact/${customerId}`;
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try {
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const res = await fetch(url, {
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method: 'POST',
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headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
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body: params.toString()
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});
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const data = await res.json();
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if (data.success) {
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bootstrap.Modal.getInstance(document.getElementById('contactModal'))?.hide();
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const tbody = document.getElementById('contacts-table-body');
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const placeholder = document.getElementById('no-contacts-placeholder');
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if (placeholder) placeholder.remove();
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if (isEdit) {
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const existing = tbody.querySelector(`tr[data-contact-id="${contactId}"]`);
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if (existing) existing.outerHTML = data.rowHtml;
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else tbody.insertAdjacentHTML('beforeend', data.rowHtml);
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} else {
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tbody.insertAdjacentHTML('beforeend', data.rowHtml);
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}
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toastr.success(isEdit ? 'Contact updated.' : 'Contact added.');
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} else {
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const err = document.getElementById('contactModalError');
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err.textContent = data.message || 'An error occurred.';
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err.classList.remove('d-none');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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async function deleteContact(customerId, contactId) {
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if (!confirm('Delete this contact?')) return;
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const tok = document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
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try {
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const res = await fetch(`/Customers/DeleteContact/${customerId}`, {
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method: 'POST',
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headers: { 'Content-Type': 'application/x-www-form-urlencoded', 'RequestVerificationToken': tok },
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body: `contactId=${contactId}`
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});
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const data = await res.json();
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if (data.success) {
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document.querySelector(`tr[data-contact-id="${contactId}"]`)?.remove();
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const tbody = document.getElementById('contacts-table-body');
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if (tbody && tbody.querySelectorAll('tr[data-contact-id]').length === 0)
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tbody.insertAdjacentHTML('afterbegin', '<tr id="no-contacts-placeholder"><td colspan="4" class="text-muted small px-3 py-2">No additional contacts.</td></tr>');
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toastr.success('Contact deleted.');
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} else {
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toastr.error(data.message || 'Could not delete contact.');
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}
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} catch {
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toastr.error('An error occurred. Please try again.');
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}
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}
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window.updateCustomerSmsStatus = function () {
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const section = document.getElementById('sms-status-section');
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if (!section) return;
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const today = new Date().toLocaleDateString('en-US', { month: '2-digit', day: '2-digit', year: 'numeric' });
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section.innerHTML = `<span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25"
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title="Consented ${today}">
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<i class="bi bi-chat-fill me-1"></i>SMS on
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</span>`;
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};
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