spouliot
a9048dea2e
Added notification preference indicators to both views so staff can see at a glance whether a customer has email/SMS enabled without opening edit mode. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
517 lines
28 KiB
Plaintext
517 lines
28 KiB
Plaintext
@model PowderCoating.Application.DTOs.Customer.CustomerDto
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@{
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ViewData["Title"] = !string.IsNullOrWhiteSpace(Model.CompanyName)
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? Model.CompanyName
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: $"{Model.ContactFirstName} {Model.ContactLastName}".Trim();
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ViewData["PageIcon"] = "bi-person-circle";
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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 gap-2 mb-4">
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<div class="d-flex gap-2">
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<a asp-action="Activity" asp-route-id="@Model.Id" class="btn btn-outline-info">
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<i class="bi bi-clock-history me-2"></i>View Activity
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</a>
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<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-warning">
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<i class="bi bi-pencil me-2"></i>Edit
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</a>
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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>
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<!-- Status Banner -->
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<div class="alert @(Model.IsActive ? "alert-success" : "alert-danger") alert-permanent d-flex align-items-center mb-4">
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<i class="bi @(Model.IsActive ? "bi-check-circle" : "bi-x-circle") me-2" style="font-size: 1.5rem;"></i>
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<div>
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<strong>Status:</strong> @(Model.IsActive ? "Active Customer" : "Inactive Customer")
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@if (!Model.IsActive)
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{
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<span class="ms-2">- This customer is currently inactive</span>
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}
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</div>
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</div>
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<div class="row g-4">
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<!-- Left Column -->
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<div class="col-lg-8">
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<!-- Company Information -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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<i class="bi bi-building me-2 text-primary"></i>Company Information
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</h5>
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</div>
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<div class="card-body">
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<div class="row g-3">
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<div class="col-md-8">
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<label class="text-muted small mb-1">Company Name</label>
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<p class="fw-semibold mb-0">@Model.CompanyName</p>
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</div>
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<div class="col-md-4">
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<label class="text-muted small mb-1">Customer Type</label>
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<p class="mb-0">
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@if (Model.IsCommercial)
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{
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<span class="badge bg-primary bg-opacity-10 text-primary">
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<i class="bi bi-building me-1"></i>Commercial
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</span>
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}
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else
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{
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<span class="badge bg-secondary bg-opacity-10 text-secondary">
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<i class="bi bi-person me-1"></i>Individual
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</span>
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}
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</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Contact Information -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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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>
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<div class="card-body">
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<div class="row g-3">
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<div class="col-md-6">
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<label class="text-muted small mb-1">Contact Name</label>
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<p class="mb-0">
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@if (!string.IsNullOrEmpty(Model.ContactFirstName) || !string.IsNullOrEmpty(Model.ContactLastName))
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{
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<span>@Model.ContactFirstName @Model.ContactLastName</span>
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}
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else
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{
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<span class="text-muted">Not provided</span>
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}
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</p>
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</div>
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<div class="col-md-6">
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<label class="text-muted small mb-1">Email</label>
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<p class="mb-0">
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<a href="mailto:@Model.Email" class="text-decoration-none">
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<i class="bi bi-envelope me-1"></i>@Model.Email
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</a>
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</p>
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</div>
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<div class="col-md-6">
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<label class="text-muted small mb-1">Phone</label>
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<p class="mb-0">
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@if (!string.IsNullOrEmpty(Model.Phone))
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{
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<a href="tel:@Model.Phone" class="text-decoration-none">
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<i class="bi bi-telephone me-1"></i>@Model.Phone
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</a>
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}
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else
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{
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<span class="text-muted">Not provided</span>
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}
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</p>
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</div>
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<div class="col-md-6">
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<label class="text-muted small mb-1">Mobile Phone</label>
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<p class="mb-0">
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@if (!string.IsNullOrEmpty(Model.MobilePhone))
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{
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<a href="tel:@Model.MobilePhone" class="text-decoration-none">
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<i class="bi bi-phone me-1"></i>@Model.MobilePhone
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</a>
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}
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else
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{
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<span class="text-muted">Not provided</span>
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}
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</p>
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</div>
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<div class="col-12">
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<label class="text-muted small mb-1">Notifications</label>
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<div class="d-flex gap-2">
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@if (Model.NotifyByEmail)
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{
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<span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25">
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<i class="bi bi-envelope-fill me-1"></i>Email on
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</span>
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}
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else
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{
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<span class="badge bg-secondary bg-opacity-10 text-secondary border border-secondary border-opacity-25">
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<i class="bi bi-envelope-slash me-1"></i>Email off
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</span>
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}
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@if (Model.NotifyBySms)
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{
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<span class="badge bg-success bg-opacity-10 text-success border border-success border-opacity-25">
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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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else
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{
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<span class="badge bg-secondary bg-opacity-10 text-secondary border border-secondary border-opacity-25">
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<i class="bi bi-chat-slash me-1"></i>SMS off
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</span>
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}
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Address Information -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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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>
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<div class="card-body">
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@if (!string.IsNullOrEmpty(Model.Address))
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{
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<p class="mb-2">@Model.Address</p>
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<p class="mb-0">
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@if (!string.IsNullOrEmpty(Model.City))
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{
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<span>@Model.City</span>
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}
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@if (!string.IsNullOrEmpty(Model.State))
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{
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<span>, @Model.State</span>
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}
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@if (!string.IsNullOrEmpty(Model.ZipCode))
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{
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<span> @Model.ZipCode</span>
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}
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</p>
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@if (!string.IsNullOrEmpty(Model.Country))
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{
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<p class="mb-0 text-muted">@Model.Country</p>
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}
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}
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else
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{
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<p class="text-muted mb-0">No address provided</p>
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}
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</div>
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</div>
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<!-- Business Information -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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<i class="bi bi-briefcase me-2 text-primary"></i>Business Information
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</h5>
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</div>
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<div class="card-body">
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<div class="row g-3">
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<div class="col-md-6">
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<label class="text-muted small mb-1">Tax ID / EIN</label>
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<p class="mb-0">@(Model.TaxId ?? "Not provided")</p>
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</div>
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<div class="col-md-6">
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<label class="text-muted small mb-1">Payment Terms</label>
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<p class="mb-0">@(Model.PaymentTerms ?? "Not set")</p>
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</div>
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<div class="col-md-6">
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<label class="text-muted small mb-1">Credit Limit</label>
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<p class="mb-0 fw-semibold">@Model.CreditLimit.ToString("C")</p>
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</div>
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<div class="col-md-6">
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<label class="text-muted small mb-1">Pricing Tier</label>
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<p class="mb-0">@(Model.PricingTierName ?? "Standard")</p>
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</div>
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<div class="col-md-6">
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<label class="text-muted small mb-1">Tax Status</label>
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<p class="mb-0">
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@if (Model.IsTaxExempt)
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{
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<span class="badge bg-success">
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<i class="bi bi-check-circle"></i> Tax Exempt
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</span>
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}
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else
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{
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<span class="badge bg-secondary">Taxable</span>
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}
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</p>
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</div>
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@if (Model.HasTaxExemptCertificate)
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{
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<div class="col-md-12">
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<label class="text-muted small mb-1">Tax Exempt Certificate</label>
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<div class="alert alert-success d-flex justify-content-between align-items-center mb-0 mt-2">
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<div>
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<i class="bi bi-file-earmark-check me-2"></i>
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<strong>File on record:</strong> @Model.TaxExemptCertificateFileName
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</div>
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<a asp-action="TaxExemptCertificate" asp-route-id="@Model.Id" class="btn btn-sm btn-outline-dark" target="_blank">
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<i class="bi bi-download"></i> Download
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</a>
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</div>
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</div>
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}
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@if (Model.IsTaxExempt && !Model.HasTaxExemptCertificate)
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{
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<div class="col-md-12">
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<label class="text-muted small mb-1">Tax Exempt Certificate</label>
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<div class="alert alert-warning mb-0 mt-2">
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<i class="bi bi-exclamation-triangle me-2"></i>
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<strong>No certificate on file.</strong> Please upload a tax exempt certificate to complete the record.
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</div>
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</div>
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}
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</div>
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</div>
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</div>
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<!-- Notes -->
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@if (!string.IsNullOrEmpty(Model.GeneralNotes))
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{
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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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>
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<div class="card-body">
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<p class="mb-0" style="white-space: pre-wrap;">@Model.GeneralNotes</p>
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</div>
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</div>
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}
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</div>
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<!-- Right Column - Statistics -->
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<div class="col-lg-4">
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<!-- Financial Summary -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3 d-flex justify-content-between align-items-center">
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<h5 class="mb-0 fw-semibold">
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<i class="bi bi-currency-dollar me-2 text-primary"></i>Financial Summary
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</h5>
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</div>
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<div class="card-body">
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<div class="mb-3">
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<label class="text-muted small mb-1">Outstanding Balance</label>
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<h3 class="mb-0 @(Model.CurrentBalance > 0 ? "text-danger" : "text-success")">
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@Model.CurrentBalance.ToString("C")
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</h3>
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</div>
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@if (Model.CreditLimit > 0)
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{
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<div class="mb-3">
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<label class="text-muted small mb-1">Credit Limit</label>
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<p class="mb-0 fw-semibold">@Model.CreditLimit.ToString("C")</p>
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</div>
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<div class="mb-3">
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<label class="text-muted small mb-1">Available Credit</label>
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<p class="mb-0 fw-semibold text-success">
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@((Model.CreditLimit - Model.CurrentBalance).ToString("C"))
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</p>
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</div>
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}
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<hr class="my-2" />
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<div class="d-flex justify-content-between align-items-center">
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<div>
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<label class="text-muted small mb-1">Store Credit Balance</label>
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<h4 class="mb-0 @(Model.CreditBalance > 0 ? "text-success fw-bold" : "text-muted")">
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@Model.CreditBalance.ToString("C")
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</h4>
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<small class="text-muted">Available for future invoices</small>
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</div>
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@if (User.IsInRole("SuperAdmin") || User.IsInRole("Administrator"))
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{
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<button type="button" class="btn btn-sm btn-success" data-bs-toggle="modal" data-bs-target="#addCreditModal">
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<i class="bi bi-plus-circle me-1"></i>Add Credit
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</button>
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}
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</div>
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</div>
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</div>
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<!-- Store Credit History -->
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@{
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var creditMemos = ViewBag.CreditMemos as List<PowderCoating.Core.Entities.CreditMemo>;
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}
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@if (creditMemos != null && creditMemos.Count > 0)
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{
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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<i class="bi bi-credit-card me-2 text-primary"></i>Store Credit History
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</h5>
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</div>
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<div class="card-body p-0">
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<div class="table-responsive">
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<table class="table table-sm table-hover mb-0">
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<thead class="table-light">
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<tr>
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<th class="ps-3">Memo #</th>
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<th>Issued</th>
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<th class="text-end">Amount</th>
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<th class="text-end pe-3">Remaining</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var memo in creditMemos)
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{
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<tr>
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<td class="ps-3">
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<span class="fw-semibold small">@memo.MemoNumber</span>
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<div class="text-muted" style="font-size:0.75rem;">@memo.Reason</div>
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</td>
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<td class="small text-muted align-middle">@memo.IssueDate.Tz(ViewBag.CompanyTimeZone as string).ToString("MM/dd/yy")</td>
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<td class="text-end align-middle small">@memo.Amount.ToString("C")</td>
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<td class="text-end pe-3 align-middle">
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@if (memo.RemainingBalance > 0)
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{
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<span class="badge bg-success">@memo.RemainingBalance.ToString("C")</span>
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}
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else
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{
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<span class="badge bg-secondary">Used</span>
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}
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</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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</div>
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</div>
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}
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<!-- Activity -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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<i class="bi bi-clock-history me-2 text-primary"></i>Activity
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</h5>
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</div>
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<div class="card-body">
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<div class="mb-3">
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<label class="text-muted small mb-1">Last Contact</label>
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<p class="mb-0">
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@if (Model.LastContactDate.HasValue)
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{
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<span>@Model.LastContactDate.Value.ToString("MMMM dd, yyyy")</span>
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}
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else
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{
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<span class="text-muted">No contact recorded</span>
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}
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</p>
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</div>
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<div>
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<label class="text-muted small mb-1">Customer Since</label>
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<p class="mb-0">@Model.CreatedAt.ToString("MMMM dd, yyyy")</p>
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</div>
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</div>
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</div>
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<!-- Quick Actions -->
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<div class="card border-0 shadow-sm">
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<div class="card-header bg-white border-0 py-3">
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<h5 class="mb-0 fw-semibold">
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<i class="bi bi-lightning me-2 text-primary"></i>Quick Actions
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</h5>
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</div>
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<div class="card-body">
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<div class="d-grid gap-2">
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<a asp-action="Edit" asp-route-id="@Model.Id" class="btn btn-outline-primary">
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<i class="bi bi-pencil me-2"></i>Edit Customer
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</a>
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<a asp-action="JobHistory" asp-route-id="@Model.Id" class="btn btn-outline-success">
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<i class="bi bi-clock-history me-2"></i>Job History
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</a>
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<a asp-action="Invoices" asp-route-id="@Model.Id" class="btn btn-outline-warning">
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<i class="bi bi-receipt me-2"></i>View Invoices
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</a>
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<a asp-controller="Jobs" asp-action="Create" asp-route-customerId="@Model.Id" class="btn btn-outline-success">
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<i class="bi bi-plus-circle me-2"></i>New Job
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</a>
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<a asp-controller="Quotes" asp-action="Create" asp-route-customerId="@Model.Id" class="btn btn-outline-info">
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<i class="bi bi-file-text me-2"></i>New Quote
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</a>
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@if (User.IsInRole("SuperAdmin") || User.IsInRole("Administrator"))
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{
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<button type="button" class="btn btn-outline-success" data-bs-toggle="modal" data-bs-target="#addCreditModal">
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<i class="bi bi-wallet2 me-2"></i>Add Store Credit
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</button>
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}
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<a asp-action="Delete" asp-route-id="@Model.Id" class="btn btn-outline-danger">
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<i class="bi bi-trash me-2"></i>Delete Customer
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</a>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Add Store Credit Modal -->
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@if (User.IsInRole("SuperAdmin") || User.IsInRole("Administrator"))
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{
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<div class="modal fade" id="addCreditModal" tabindex="-1" aria-labelledby="addCreditModalLabel" aria-hidden="true">
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<div class="modal-dialog">
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<div class="modal-content">
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<form asp-action="AddCredit" asp-route-id="@Model.Id" method="post">
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@Html.AntiForgeryToken()
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<div class="modal-header">
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<h5 class="modal-title" id="addCreditModalLabel">
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<i class="bi bi-wallet2 me-2 text-success"></i>Add Store Credit
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</h5>
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<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
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</div>
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<div class="modal-body">
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<p class="text-muted small mb-3">
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Credits can be applied to any future invoice for this customer.
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Current balance: <strong class="text-success">@Model.CreditBalance.ToString("C")</strong>
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</p>
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<div class="mb-3">
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<label class="form-label fw-semibold">Amount <span class="text-danger">*</span></label>
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<div class="input-group">
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<span class="input-group-text">$</span>
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<input type="number" name="Amount" class="form-control" step="0.01" min="0.01" max="99999.99" required placeholder="0.00" />
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</div>
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</div>
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<div class="mb-3">
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<label class="form-label fw-semibold">Reason <span class="text-danger">*</span></label>
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<select name="Reason" class="form-select" required id="creditReasonSelect">
|
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<option value="">— Select reason —</option>
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<option value="Pre-payment / Deposit">Pre-payment / Deposit</option>
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<option value="Gift / Gift Card">Gift / Gift Card</option>
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<option value="Overpayment credit">Overpayment credit</option>
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<option value="Goodwill credit">Goodwill credit</option>
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<option value="Other">Other</option>
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</select>
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</div>
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|
<div class="mb-3">
|
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<label class="form-label fw-semibold">Notes</label>
|
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<textarea name="Notes" class="form-control" rows="2" maxlength="1000" placeholder="Optional details..."></textarea>
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</div>
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|
<div class="mb-3">
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<label class="form-label fw-semibold">Expiry Date <span class="text-muted fw-normal">(optional)</span></label>
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<input type="date" name="ExpiryDate" class="form-control" />
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<div class="form-text">Leave blank for no expiry.</div>
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</div>
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
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<button type="submit" class="btn btn-success">
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<i class="bi bi-plus-circle me-1"></i>Add Credit
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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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}
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