PowderCoatingLogix/src/PowderCoating.Web/Controllers/QuotesController.cs

using AutoMapper;
using Microsoft.Extensions.Configuration;
using PowderCoating.Shared.Constants;
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Identity;
using Microsoft.AspNetCore.Mvc;
using Microsoft.AspNetCore.RateLimiting;
using Microsoft.AspNetCore.Mvc.Rendering;
using PowderCoating.Application.DTOs.AI;
using PowderCoating.Application.DTOs.Common;
using PowderCoating.Application.DTOs.Quote;
using PowderCoating.Application.Interfaces;
using PowderCoating.Application.Services;
using PowderCoating.Core.Entities;
using PowderCoating.Core.Enums;
using PowderCoating.Core.Interfaces;
using PowderCoating.Web.Extensions;
using PowderCoating.Web.Helpers;

namespace PowderCoating.Web.Controllers;

[Authorize(Policy = AppConstants.Policies.CanCreateQuotes)]
public class QuotesController : Controller
{
    private readonly IUnitOfWork _unitOfWork;
    private readonly IMapper _mapper;
    private readonly IPricingCalculationService _pricingService;
    private readonly UserManager<ApplicationUser> _userManager;
    private readonly ILogger<QuotesController> _logger;
    private readonly IPdfService _pdfService;
    private readonly ITenantContext _tenantContext;
    private readonly IMeasurementConversionService _measurementService;
    private readonly ILookupCacheService _lookupCache;
    private readonly INotificationService _notificationService;
    private readonly ISubscriptionService _subscriptionService;
    private readonly IConfiguration _configuration;
    private readonly IPlatformSettingsService _platformSettings;
    private readonly IQuotePhotoService _photoService;
    private readonly IAiQuoteService _aiService;
    private readonly IWebHostEnvironment _env;
    private readonly IJobPhotoService _jobPhotoService;
    private readonly IAiUsageLogger _usageLogger;

    public QuotesController(
        IUnitOfWork unitOfWork,
        IMapper mapper,
        IPricingCalculationService pricingService,
        UserManager<ApplicationUser> userManager,
        ILogger<QuotesController> logger,
        IPdfService pdfService,
        ITenantContext tenantContext,
        IMeasurementConversionService measurementService,
        ILookupCacheService lookupCache,
        INotificationService notificationService,
        ISubscriptionService subscriptionService,
        IConfiguration configuration,
        IPlatformSettingsService platformSettings,
        IQuotePhotoService photoService,
        IAiQuoteService aiService,
        IWebHostEnvironment env,
        IJobPhotoService jobPhotoService,
        IAiUsageLogger usageLogger)
    {
        _unitOfWork = unitOfWork;
        _mapper = mapper;
        _pricingService = pricingService;
        _userManager = userManager;
        _logger = logger;
        _pdfService = pdfService;
        _tenantContext = tenantContext;
        _measurementService = measurementService;
        _lookupCache = lookupCache;
        _notificationService = notificationService;
        _subscriptionService = subscriptionService;
        _configuration = configuration;
        _platformSettings = platformSettings;
        _photoService = photoService;
        _aiService = aiService;
        _env = env;
        _jobPhotoService = jobPhotoService;
        _usageLogger = usageLogger;
    }

    /// <summary>
    /// Displays the paginated, sortable, filterable quotes list.
    /// Supports filtering by free-text search and/or status. Tag filtering is applied post-query
    /// because Tags is a comma-separated string column that can't be efficiently queried server-side.
    /// The <paramref name="statusCode"/> parameter lets dashboard links deep-link into a specific
    /// status bucket by code name (e.g. "DRAFT") without knowing the database ID.
    /// </summary>
    public async Task<IActionResult> Index(
        string? searchTerm,
        int? statusFilter,
        string? statusCode,
        string? tagFilter,
        string? sortColumn,
        string sortDirection = "asc",
        int pageNumber = 1,
        int pageSize = 25)
    {
        try
        {
            // Resolve statusCode → statusFilter ID if provided (e.g. from dashboard links)
            if (!string.IsNullOrWhiteSpace(statusCode) && !statusFilter.HasValue)
            {
                var companyIdForLookup = _tenantContext.GetCurrentCompanyId() ?? 0;
                var allStatuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyIdForLookup);
                var match = allStatuses.FirstOrDefault(s =>
                    s.StatusCode.Equals(statusCode.Trim().ToUpper(), StringComparison.OrdinalIgnoreCase));
                if (match != null)
                    statusFilter = match.Id;
            }

            // Create and validate grid request
            var gridRequest = new GridRequest
            {
                PageNumber = pageNumber,
                PageSize = pageSize,
                SortColumn = sortColumn ?? "CreatedAt",
                SortDirection = sortColumn == null ? "desc" : sortDirection, // Default to desc for CreatedAt
                SearchTerm = searchTerm
            };
            gridRequest.Validate();

            // Build search and status filter
            System.Linq.Expressions.Expression<Func<Quote, bool>>? filter = null;

            if (!string.IsNullOrWhiteSpace(searchTerm) && statusFilter.HasValue)
            {
                // Both search and status filter
                var search = searchTerm.ToLower();
                var statusId = statusFilter.Value;
                filter = q => (q.QuoteNumber.ToLower().Contains(search)
                    || (q.Description != null && q.Description.ToLower().Contains(search))
                    || (q.Notes != null && q.Notes.ToLower().Contains(search))
                    || (q.ProspectCompanyName != null && q.ProspectCompanyName.ToLower().Contains(search))
                    || (q.ProspectContactName != null && q.ProspectContactName.ToLower().Contains(search))
                    || (q.ProspectEmail != null && q.ProspectEmail.ToLower().Contains(search))
                    || (q.Customer != null && q.Customer.CompanyName.ToLower().Contains(search)))
                    && q.QuoteStatusId == statusId;
            }
            else if (!string.IsNullOrWhiteSpace(searchTerm))
            {
                // Search only
                var search = searchTerm.ToLower();
                filter = q => q.QuoteNumber.ToLower().Contains(search)
                    || (q.Description != null && q.Description.ToLower().Contains(search))
                    || (q.Notes != null && q.Notes.ToLower().Contains(search))
                    || (q.ProspectCompanyName != null && q.ProspectCompanyName.ToLower().Contains(search))
                    || (q.ProspectContactName != null && q.ProspectContactName.ToLower().Contains(search))
                    || (q.ProspectEmail != null && q.ProspectEmail.ToLower().Contains(search))
                    || (q.Customer != null && q.Customer.CompanyName.ToLower().Contains(search));
            }
            else if (statusFilter.HasValue)
            {
                // Status filter only
                var statusId = statusFilter.Value;
                filter = q => q.QuoteStatusId == statusId;
            }

            // Build orderBy function
            Func<IQueryable<Quote>, IOrderedQueryable<Quote>> orderBy = gridRequest.SortColumn switch
            {
                "QuoteNumber" => q => gridRequest.SortDirection == "asc" ? q.OrderBy(x => x.QuoteNumber) : q.OrderByDescending(x => x.QuoteNumber),
                "Status" => q => gridRequest.SortDirection == "asc" ? q.OrderBy(x => x.QuoteStatus.DisplayOrder) : q.OrderByDescending(x => x.QuoteStatus.DisplayOrder),
                "QuoteDate" => q => gridRequest.SortDirection == "asc" ? q.OrderBy(x => x.QuoteDate) : q.OrderByDescending(x => x.QuoteDate),
                "ExpirationDate" => q => gridRequest.SortDirection == "asc" ? q.OrderBy(x => x.ExpirationDate) : q.OrderByDescending(x => x.ExpirationDate),
                "Total" => q => gridRequest.SortDirection == "asc" ? q.OrderBy(x => x.Total) : q.OrderByDescending(x => x.Total),
                "CreatedAt" => q => gridRequest.SortDirection == "asc" ? q.OrderBy(x => x.CreatedAt) : q.OrderByDescending(x => x.CreatedAt),
                _ => q => q.OrderByDescending(x => x.CreatedAt)
            };

            // Get paged data with Customer and QuoteStatus eager loading
            var (items, totalCount) = await _unitOfWork.Quotes.GetPagedAsync(
                gridRequest.PageNumber,
                gridRequest.PageSize,
                filter,
                orderBy,
                q => q.Customer,
                q => q.QuoteStatus);

            // Map to DTOs using AutoMapper
            var quoteDtos = _mapper.Map<List<QuoteListDto>>(items);

            // Apply tag filter (post-query, since Tags is a comma-separated string)
            if (!string.IsNullOrWhiteSpace(tagFilter))
            {
                var tagLower = tagFilter.Trim().ToLower();
                quoteDtos = quoteDtos.Where(q => q.Tags != null &&
                    q.Tags.Split(',', StringSplitOptions.RemoveEmptyEntries)
                          .Select(t => t.Trim().ToLower())
                          .Contains(tagLower)).ToList();
            }

            // Create paged result
            var pagedResult = new PagedResult<QuoteListDto>
            {
                Items = quoteDtos,
                PageNumber = gridRequest.PageNumber,
                PageSize = gridRequest.PageSize,
                TotalCount = string.IsNullOrWhiteSpace(tagFilter) ? totalCount : quoteDtos.Count
            };

            // Set ViewBag for sorting and filters
            ViewBag.SearchTerm = searchTerm;
            ViewBag.StatusFilter = statusFilter;
            ViewBag.StatusCode = statusCode;
            ViewBag.TagFilter = tagFilter;
            ViewBag.SortColumn = gridRequest.SortColumn;
            ViewBag.SortDirection = gridRequest.SortDirection;

            // Use cached quote statuses
            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
            var quoteStatuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
            ViewBag.QuoteStatuses = quoteStatuses
                .OrderBy(s => s.DisplayOrder)
                .Select(s => new SelectListItem
                {
                    Value = s.Id.ToString(),
                    Text = s.DisplayName,
                    Selected = s.Id == statusFilter
                });

            // Aggregate stats — computed over ALL quotes (not just current page) so stat
            // cards always reflect the full dataset regardless of current page or page size.
            var draftSentIds = quoteStatuses
                .Where(s => s.StatusCode == "DRAFT" || s.StatusCode == "SENT")
                .Select(s => s.Id).ToList();
            var approvedConvertedIds = quoteStatuses
                .Where(s => s.StatusCode == "APPROVED" || s.StatusCode == "CONVERTED")
                .Select(s => s.Id).ToList();
            var indexStats = await _unitOfWork.Quotes.GetIndexStatsAsync(draftSentIds, approvedConvertedIds);
            ViewBag.StatOpenCount     = indexStats.OpenCount;
            ViewBag.StatApprovedCount = indexStats.ApprovedConvertedCount;
            ViewBag.StatTotalValue    = indexStats.TotalValue;

            // Calibration nudge — suppress when named blast setups exist OR legacy CFM is set
            var costs = (await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId)).FirstOrDefault();
            var hasNamedSetups = (await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive)).Any();
            ViewBag.QuotingNotCalibrated = costs != null
                && !hasNamedSetups
                && costs.CompressorCfm == 0
                && costs.BlastRateSqFtPerHourOverride == null;

            return View(pagedResult);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error retrieving quotes");
            TempData["Error"] = "An error occurred while loading quotes.";
            return View(new PagedResult<QuoteListDto>());
        }
    }

    /// <summary>
    /// Shows the full quote detail view including all line items, coats, prep services, pricing
    /// breakdown, change history, attached photos, and any deposits recorded against the quote.
    /// Pricing breakdown is read from the stored snapshot on the Quote row — it is NEVER
    /// recalculated on load. This keeps the view consistent with what was actually presented to
    /// the customer even if operating costs have changed since the quote was created.
    /// Also verifies that ConvertedToJobId still points to a live job (clears stale references).
    /// </summary>
    public async Task<IActionResult> Details(int? id, string? guidedActivation = null)
    {
        if (id == null)
        {
            return NotFound();
        }

        try
        {
            // Load quote with all navigations needed for the Details view
            var quote = await _unitOfWork.Quotes.LoadForDetailsAsync(id.Value);

            if (quote == null)
            {
                return NotFound();
            }

            var quoteDto = _mapper.Map<QuoteDto>(quote);

            // Get customer info if exists
            if (quote.CustomerId.HasValue)
            {
                var customer = await _unitOfWork.Customers.GetByIdAsync(quote.CustomerId.Value);
                if (customer != null)
                {
                    // For commercial customers, use company name; for individuals, use contact name
                    quoteDto.CustomerName = !string.IsNullOrWhiteSpace(customer.CompanyName)
                        ? customer.CompanyName
                        : $"{customer.ContactFirstName} {customer.ContactLastName}".Trim();
                }
            }

            // Populate conversion tracking - verify the job still exists
            if (quote.ConvertedToJobId.HasValue)
            {
                var linkedJob = await _unitOfWork.Jobs.GetByIdAsync(quote.ConvertedToJobId.Value);
                if (linkedJob == null)
                {
                    // Job was deleted, reset the quote
                    quote.ConvertedToJobId = null;
                    quote.ConvertedDate = null;
                    await _unitOfWork.Quotes.UpdateAsync(quote);
                    await _unitOfWork.CompleteAsync();

                    _logger.LogWarning("Quote {QuoteId} had reference to deleted job {JobId}, cleared the reference",
                        quote.Id, quote.ConvertedToJobId);

                    quoteDto.ConvertedToJobId = null;
                }
                else
                {
                    quoteDto.ConvertedToJobId = quote.ConvertedToJobId;
                }
            }
            else
            {
                quoteDto.ConvertedToJobId = null;
            }

            // Get prepared by user info
            if (!string.IsNullOrEmpty(quote.PreparedById))
            {
                var preparedBy = await _userManager.FindByIdAsync(quote.PreparedById);
                if (preparedBy != null)
                {
                    quoteDto.PreparedByName = $"{preparedBy.FirstName} {preparedBy.LastName}";
                }
            }

            quoteDto.QuoteItems = _mapper.Map<List<QuoteItemDto>>(quote.QuoteItems);

            // DEBUG: Log coat data
            _logger.LogInformation($"=== DETAILS VIEW: Quote {id} has {quoteDto.QuoteItems.Count} items ===");
            foreach (var item in quoteDto.QuoteItems)
            {
                _logger.LogInformation($"Item '{item.Description}': Has {item.Coats?.Count ?? 0} coats");
                if (item.Coats != null)
                {
                    foreach (var coat in item.Coats)
                    {
                        _logger.LogInformation($"  - Coat: {coat.CoatName}, InventoryItem: {coat.InventoryItemName}");
                    }
                }
            }

            // Get operating costs for debugging
            var currentUser = await _userManager.GetUserAsync(User);
            var operatingCosts = await _pricingService.GetOperatingCostsAsync(currentUser!.CompanyId);
            ViewBag.OperatingCosts = operatingCosts;

            // Get customer pricing tier if applicable
            if (quote.CustomerId.HasValue)
            {
                var customer = await _unitOfWork.Customers.GetByIdAsync(quote.CustomerId.Value);
                if (customer?.PricingTierId.HasValue == true)
                {
                    var pricingTier = await _unitOfWork.PricingTiers.GetByIdAsync(customer.PricingTierId.Value);
                    ViewBag.PricingTier = pricingTier;
                }
            }

            // Build pricing breakdown from stored snapshot values — never recalculate on load
            if (quote.Total > 0)
            {
                quoteDto.PricingBreakdown = new QuotePricingBreakdownDto
                {
                    MaterialCosts           = quote.MaterialCosts,
                    LaborCosts              = quote.LaborCosts,
                    EquipmentCosts          = quote.EquipmentCosts,
                    ItemsSubtotal           = quote.ItemsSubtotal,
                    OvenBatchCost           = quote.OvenBatchCost,
                    OvenBatches             = quote.OvenBatches,
                    OvenCycleMinutes        = quote.OvenCycleMinutes ?? 0,
                    ShopSuppliesAmount      = quote.ShopSuppliesAmount,
                    ShopSuppliesPercent     = quote.ShopSuppliesPercent,
                    OverheadCosts           = quote.OverheadAmount,
                    OverheadPercent         = quote.OverheadPercent,
                    ProfitMargin            = quote.ProfitMargin,
                    ProfitPercent           = quote.ProfitPercent,
                    SubtotalBeforeDiscount  = quote.SubTotal,
                    DiscountAmount          = quote.DiscountAmount,
                    DiscountPercent         = quote.DiscountPercent,
                    SubtotalAfterDiscount   = quote.SubTotal - quote.DiscountAmount,
                    RushFee                 = quote.RushFee,
                    TaxPercent              = quote.TaxPercent,
                    TaxAmount               = quote.TaxAmount,
                    Total                   = quote.Total
                };
            }

            // Load change history
            var changeHistories = await _unitOfWork.Quotes.GetChangeHistoryAsync(id.Value);
            var changeHistoryDtos = _mapper.Map<List<QuoteChangeHistoryDto>>(changeHistories);
            ViewBag.ChangeHistory = changeHistoryDtos;

            // Load quote photos (AI + general)
            var quotePhotos = await _unitOfWork.QuotePhotos.FindAsync(p => p.QuoteId == id.Value);
            ViewBag.QuotePhotos = quotePhotos.OrderBy(p => p.CreatedAt).ToList();

            // Quote photo subscription limits
            var photoCompanyId = _tenantContext.GetCurrentCompanyId() ?? 0;
            ViewBag.CanUploadQuotePhoto = await _subscriptionService.CanAddQuotePhotoAsync(photoCompanyId, id.Value);
            var (photoUsed, photoMax) = await _subscriptionService.GetQuotePhotoCountAsync(photoCompanyId, id.Value);
            ViewBag.QuotePhotoUsed = photoUsed;
            ViewBag.QuotePhotoMax = photoMax;

            // Set measurement units for view
            var useMetric = await _tenantContext.UseMetricSystemAsync();
            ViewBag.AreaUnit = _measurementService.GetAreaUnitLabel(useMetric);
            ViewBag.CoverageUnit = _measurementService.GetCoverageUnitLabel(useMetric);

            var currentUserDetails = await _userManager.GetUserAsync(User);
            if (currentUserDetails != null)
                await PopulateEmailNotificationDefaultsAsync(currentUserDetails.CompanyId);

            // Load deposits recorded against this quote
            var quoteDeposits = (await _unitOfWork.Deposits.FindAsync(d => d.QuoteId == id.Value, false, d => d.RecordedBy))
                .OrderByDescending(d => d.ReceivedDate)
                .ToList();
            ViewBag.Deposits = quoteDeposits;

            // Customer list for inline customer-change dropdown
            var allCustomers = await _unitOfWork.Customers.GetAllAsync();
            ViewBag.CustomerSelectList = allCustomers
                .Where(c => c.IsActive)
                .Select(c => new SelectListItem
                {
                    Value = c.Id.ToString(),
                    Text = !string.IsNullOrWhiteSpace(c.CompanyName)
                        ? c.CompanyName
                        : $"{c.ContactFirstName} {c.ContactLastName}".Trim()
                })
                .OrderBy(c => c.Text)
                .ToList();

            var quotePrefs = await GetCompanyPreferencesAsync(currentUser!.CompanyId);
            if (guidedActivation == AppConstants.GuidedActivation.QuoteCreatedStep
                && quotePrefs?.OnboardingPath == AppConstants.GuidedActivation.QuoteFirstPath
                && quotePrefs.FirstWorkflowCompleted == false)
            {
                ViewBag.GuidedActivationMode = AppConstants.GuidedActivation.QuoteFirstPath;
                ViewBag.GuidedActivationCallout = new Web.ViewModels.GuidedActivation.GuidedActivationCalloutViewModel
                {
                    Show = true,
                    Title = "This is the quote you would send to your customer.",
                    Message = "Next, convert it into a job so it moves into your real production workflow.",
                    ActionText = "Convert to Job"
                };
            }

            return View(quoteDto);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error retrieving quote details for ID {QuoteId}", id);
            TempData["Error"] = "An error occurred while loading the quote details.";
            return RedirectToAction(nameof(Index));
        }
    }

    /// <summary>
    /// Reassigns a quote to a different customer. Clears any prospect fields so the
    /// quote is treated as a real-customer quote after reassignment.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> ChangeCustomer(int id, int customerId)
    {
        var quote = await _unitOfWork.Quotes.GetByIdAsync(id);
        if (quote == null) return NotFound();

        var customer = await _unitOfWork.Customers.GetByIdAsync(customerId);
        if (customer == null)
            return Json(new { success = false, error = "Customer not found." });

        quote.CustomerId = customerId;
        quote.ProspectCompanyName = null;
        quote.ProspectContactName = null;
        quote.ProspectEmail = null;
        quote.ProspectPhone = null;
        quote.ProspectAddress = null;
        quote.ProspectCity = null;
        quote.ProspectState = null;
        quote.ProspectZipCode = null;

        await _unitOfWork.CompleteAsync();

        var customerName = !string.IsNullOrWhiteSpace(customer.CompanyName)
            ? customer.CompanyName
            : $"{customer.ContactFirstName} {customer.ContactLastName}".Trim();

        return Json(new { success = true, customerName, customerId = customer.Id });
    }

    /// <summary>
    /// Generates and streams the quote PDF.
    /// When <paramref name="inline"/> is true the browser displays it in a viewer tab;
    /// when false the browser triggers a file download. The inline path is used by the
    /// "Preview PDF" button; the download path is used by the email attachment flow.
    /// PDF generation is delegated to <see cref="BuildQuotePdfAsync"/> which assembles
    /// all line items, coats, and pricing data before calling QuestPDF.
    /// </summary>
    public async Task<IActionResult> DownloadPdf(int? id, bool inline = false)
    {
        if (id == null)
        {
            return NotFound();
        }

        try
        {
            // Load quote
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id.Value);
            if (quote == null)
            {
                return NotFound();
            }

            var quoteDto = _mapper.Map<QuoteDto>(quote);

            // Get customer info if exists
            if (quote.CustomerId.HasValue)
            {
                var customer = await _unitOfWork.Customers.GetByIdAsync(quote.CustomerId.Value);
                if (customer != null)
                {
                    quoteDto.CustomerCompanyName = customer.CompanyName;
                    quoteDto.CustomerContactFirstName = customer.ContactFirstName;
                    quoteDto.CustomerContactLastName = customer.ContactLastName;
                    quoteDto.CustomerEmail = customer.Email;
                    quoteDto.CustomerPhone = customer.Phone;
                }
            }

            var quoteItems = await _unitOfWork.Quotes.GetItemsWithCoatsAsync(id.Value);
            quoteDto.QuoteItems = _mapper.Map<List<QuoteItemDto>>(quoteItems);

            // Get company info and logo
            var currentUser = await _userManager.GetUserAsync(User);

            // Populate pricing breakdown from stored snapshot values — never recalculate on load
            if (quote.Total > 0)
            {
                quoteDto.PricingBreakdown = new QuotePricingBreakdownDto
                {
                    MaterialCosts           = quote.MaterialCosts,
                    LaborCosts              = quote.LaborCosts,
                    EquipmentCosts          = quote.EquipmentCosts,
                    ItemsSubtotal           = quote.ItemsSubtotal,
                    OvenBatchCost           = quote.OvenBatchCost,
                    OvenBatches             = quote.OvenBatches,
                    OvenCycleMinutes        = quote.OvenCycleMinutes ?? 0,
                    ShopSuppliesAmount      = quote.ShopSuppliesAmount,
                    ShopSuppliesPercent     = quote.ShopSuppliesPercent,
                    OverheadCosts           = quote.OverheadAmount,
                    OverheadPercent         = quote.OverheadPercent,
                    ProfitMargin            = quote.ProfitMargin,
                    ProfitPercent           = quote.ProfitPercent,
                    SubtotalBeforeDiscount  = quote.SubTotal,
                    DiscountAmount          = quote.DiscountAmount,
                    DiscountPercent         = quote.DiscountPercent,
                    SubtotalAfterDiscount   = quote.SubTotal - quote.DiscountAmount,
                    RushFee                 = quote.RushFee,
                    TaxPercent              = quote.TaxPercent,
                    TaxAmount               = quote.TaxAmount,
                    Total                   = quote.Total
                };
            }
            if (currentUser?.CompanyId == null)
            {
                TempData["Error"] = "Company information not found.";
                return RedirectToAction(nameof(Details), new { id });
            }

            var company = await _unitOfWork.Companies.GetByIdAsync(currentUser.CompanyId);
            if (company == null)
            {
                TempData["Error"] = "Company information not found.";
                return RedirectToAction(nameof(Details), new { id });
            }

            var companyInfo = new Application.DTOs.Company.CompanyInfoDto
            {
                CompanyName = company.CompanyName,
                Phone = company.Phone,
                Address = company.Address,
                City = company.City,
                State = company.State,
                ZipCode = company.ZipCode,
                PrimaryContactEmail = company.PrimaryContactEmail
            };

            // Load company preferences for PDF template settings
            var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
                p => p.CompanyId == currentUser.CompanyId && !p.IsDeleted, ignoreQueryFilters: true);

            var template = new Application.DTOs.Company.QuoteTemplateSettingsDto
            {
                AccentColor  = prefs?.QtAccentColor ?? "#374151",
                FooterNote   = prefs?.QtFooterNote,
                DefaultTerms = prefs?.QtDefaultTerms
            };

            // Generate PDF
            var pdfBytes = await _pdfService.GenerateQuotePdfAsync(
                quoteDto,
                company.LogoData,
                company.LogoContentType,
                companyInfo,
                template: template
            );

            // Return PDF file
            var fileName = $"Quote-{quote.QuoteNumber}.pdf";

            if (inline)
            {
                // Return PDF for inline viewing (for printing)
                Response.Headers.Append("Content-Disposition", $"inline; filename=\"{fileName}\"");
                return File(pdfBytes, "application/pdf");
            }
            else
            {
                // Return PDF as download
                return File(pdfBytes, "application/pdf", fileName);
            }
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error generating PDF for quote {QuoteId}", id);
            TempData["Error"] = "An error occurred while generating the PDF. Please try again.";
            return RedirectToAction(nameof(Details), new { id });
        }
    }

    /// <summary>
    /// Renders the quote creation wizard.
    /// Checks the subscription quote limit before rendering — if the tenant has hit their plan cap
    /// the user sees a friendly upgrade prompt rather than a broken form.
    /// Optionally pre-selects a customer when <paramref name="customerId"/> is provided (e.g. when
    /// navigating from the Customer Details page using the "New Quote" shortcut).
    /// </summary>
    public async Task<IActionResult> Create(int? customerId, string? guidedActivation = null)
    {
        try
        {
            // Subscription limit check — fail fast before rendering the form
            var currentUser = await _userManager.GetUserAsync(User);
            if (currentUser != null && !await _subscriptionService.CanAddQuoteAsync(currentUser.CompanyId))
            {
                var (used, max) = await _subscriptionService.GetQuoteCountAsync(currentUser.CompanyId);
                TempData["Error"] = $"You have reached your plan limit of {max} quotes this month. " +
                    "Your limit resets on the 1st of next month, or you can upgrade your plan.";
                return RedirectToAction(nameof(Index));
            }

            // Get current user and operating costs to set defaults
            var operatingCosts = await _pricingService.GetOperatingCostsAsync(currentUser!.CompanyId);

            // Validate that required operating costs are configured
            if (operatingCosts == null ||
                operatingCosts.StandardLaborRate <= 0 ||
                operatingCosts.GeneralMarkupPercentage <= 0)
            {
                var missingFields = new List<string>();
                if (operatingCosts == null || operatingCosts.StandardLaborRate <= 0)
                    missingFields.Add("Standard Labor Rate");
                if (operatingCosts == null || operatingCosts.GeneralMarkupPercentage <= 0)
                    missingFields.Add("General Markup");

                TempData["Error"] = $"Before creating a quote, please configure the following required operating costs on the Company Settings page: {string.Join(", ", missingFields)}. " +
                    "Click the link below to set these values.";
                TempData["OperatingCostsLink"] = Url.Action("Index", "CompanySettings") + "#operating-costs";
                return RedirectToAction(nameof(Index));
            }

            await PopulateDropDownsAsync(currentUser!.CompanyId, operatingCosts.OvenOperatingCostPerHour);
            await SetMeasurementViewBagAsync();
            await SetDefaultTermsAsync(currentUser.CompanyId);

            // Check if the pre-selected customer is tax exempt
            decimal effectiveTaxPercent = operatingCosts.TaxPercent;
            if (customerId.HasValue)
            {
                var selectedCustomer = await _unitOfWork.Customers.GetByIdAsync(customerId.Value);
                if (selectedCustomer?.IsTaxExempt == true)
                    effectiveTaxPercent = 0;
            }

            var dto = new CreateQuoteDto
            {
                QuoteDate = DateTime.Today,
                ExpirationDate = DateTime.Today.AddDays(30),
                TaxPercent = effectiveTaxPercent,
                CustomerId = customerId
            };

            if (guidedActivation == AppConstants.GuidedActivation.QuoteFirstPath)
            {
                var draft = GuidedActivationDefaults.BuildQuoteDraft(customerId);
                dto.CustomerId = draft.CustomerId;
                dto.Description = draft.Description;
                dto.Notes = draft.Notes;
                dto.QuoteItems = draft.QuoteItems;
            }

            ViewBag.GuidedActivation = guidedActivation;

            return View(dto);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error loading quote creation page");
            TempData["Error"] = "An error occurred while loading the page.";
            return RedirectToAction(nameof(Index));
        }
    }

    /// <summary>
    /// Saves a new quote and all its line items, coats, and prep services in a single transaction.
    /// Supports both customer quotes and prospect quotes (IsForProspect=true). Prospect quotes
    /// store contact info directly on the Quote row until the prospect is converted to a customer.
    /// Pricing is calculated server-side via <see cref="IPricingCalculationService"/> and snapshotted
    /// onto the Quote row — this means the totals are frozen at creation time and won't drift if
    /// operating costs are updated later. AI photo temp files are promoted to permanent paths here.
    /// Returns the new quote ID as JSON for the wizard to redirect to the Details page.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> Create(CreateQuoteDto dto, string? guidedActivation = null)
    {
        _logger.LogInformation("=== CREATE QUOTE POST ACTION CALLED ===");
        _logger.LogInformation("IsForProspect: {IsForProspect}", dto.IsForProspect);
        _logger.LogInformation("CustomerId: {CustomerId}", dto.CustomerId);
        _logger.LogInformation("QuoteItems count: {Count}", dto.QuoteItems?.Count ?? 0);
        _logger.LogInformation("ModelState.IsValid: {IsValid}", ModelState.IsValid);

        // Debug: Log raw form data if QuoteItems is empty
        if ((dto.QuoteItems == null || dto.QuoteItems.Count == 0) && Request.HasFormContentType)
        {
            var formKeys = Request.Form.Keys.Where(k => k.StartsWith("QuoteItems[")).ToList();
            _logger.LogWarning("QuoteItems collection is empty but found {Count} form keys starting with 'QuoteItems['", formKeys.Count);
            if (formKeys.Any())
            {
                _logger.LogWarning("Sample form keys: {Keys}", string.Join(", ", formKeys.Take(10)));
            }
        }

        try
        {
            // Get current user
            var currentUser = await _userManager.GetUserAsync(User);

            // Validate that required operating costs are configured
            var operatingCosts = await _pricingService.GetOperatingCostsAsync(currentUser!.CompanyId);
            if (operatingCosts == null ||
                operatingCosts.StandardLaborRate <= 0 ||
                operatingCosts.GeneralMarkupPercentage <= 0)
            {
                var missingFields = new List<string>();
                if (operatingCosts == null || operatingCosts.StandardLaborRate <= 0)
                    missingFields.Add("Standard Labor Rate");
                if (operatingCosts == null || operatingCosts.GeneralMarkupPercentage <= 0)
                    missingFields.Add("General Markup");

                TempData["Error"] = $"Before creating a quote, please configure the following required operating costs: {string.Join(", ", missingFields)}. " +
                    "Click the link below to set these values.";
                TempData["OperatingCostsLink"] = Url.Action("Index", "CompanySettings") + "#operating-costs";
                return RedirectToAction(nameof(Index));
            }

            // Subscription quote limit check
            if (!await _subscriptionService.CanAddQuoteAsync(currentUser.CompanyId))
            {
                var (used, max) = await _subscriptionService.GetQuoteCountAsync(currentUser.CompanyId);
                TempData["Error"] = $"You have reached your plan limit of {max} quotes this month. " +
                    "Your limit resets on the 1st of next month, or you can upgrade your plan.";
                return RedirectToAction(nameof(Index));
            }

            // Resolve oven rate: use selected OvenCost if specified, otherwise fall back to default
            decimal? ovenRateOverride = null;
            if (dto.OvenCostId.HasValue)
            {
                var selectedOven = await _unitOfWork.OvenCosts.GetByIdAsync(dto.OvenCostId.Value);
                if (selectedOven != null && selectedOven.CompanyId == currentUser.CompanyId)
                    ovenRateOverride = selectedOven.CostPerHour;
            }

            // Validate at least one quote item exists
            if (dto.QuoteItems == null || dto.QuoteItems.Count == 0)
            {
                _logger.LogWarning("Validation failed: No quote items provided");
                ModelState.AddModelError("QuoteItems", "Please add at least one quote item.");
            }

            // Validate customer or prospect selection
            if (!dto.IsForProspect && !dto.CustomerId.HasValue)
            {
                _logger.LogWarning("Validation failed: No customer selected and not a prospect");
                ModelState.AddModelError("CustomerId", "Please select a customer or choose to create a quote for a prospect/walk-in.");
            }

            if (dto.IsForProspect)
            {
                if (string.IsNullOrWhiteSpace(dto.ProspectContactName))
                {
                    ModelState.AddModelError("ProspectContactName", "Contact Name is required for prospects/walk-ins.");
                }
                if (string.IsNullOrWhiteSpace(dto.ProspectPhone) && string.IsNullOrWhiteSpace(dto.ProspectEmail))
                {
                    ModelState.AddModelError("ProspectPhone", "A phone number or email address is required.");
                }
            }

            // Validate quote items - description is required for calculated items only
            if (dto.QuoteItems != null)
            {
                for (int i = 0; i < dto.QuoteItems.Count; i++)
                {
                    var item = dto.QuoteItems[i];
                    // For calculated items (non-catalog), description is required
                    if (!item.CatalogItemId.HasValue && string.IsNullOrWhiteSpace(item.Description))
                    {
                        ModelState.AddModelError($"QuoteItems[{i}].Description", "Description is required for calculated items.");
                    }
                }
            }

            if (!ModelState.IsValid)
            {
                // Log validation errors for debugging
                _logger.LogWarning("=== ModelState Validation Failed ===");
                foreach (var key in ModelState.Keys)
                {
                    var state = ModelState[key];
                    if (state.Errors.Count > 0)
                    {
                        _logger.LogWarning("Key: {Key}, ValidationState: {ValidationState}, ErrorCount: {ErrorCount}",
                            key, state.ValidationState, state.Errors.Count);

                        foreach (var error in state.Errors)
                        {
                            if (!string.IsNullOrEmpty(error.ErrorMessage))
                            {
                                _logger.LogWarning("  - ErrorMessage: {ErrorMessage}", error.ErrorMessage);
                            }
                            if (error.Exception != null)
                            {
                                _logger.LogWarning("  - Exception: {Exception}", error.Exception.Message);
                            }
                        }
                    }
                }
                _logger.LogWarning("=== End ModelState Errors ===");

                await PopulateDropDownsAsync(currentUser!.CompanyId, operatingCosts?.OvenOperatingCostPerHour ?? 0);
                await SetMeasurementViewBagAsync();
                ViewBag.GuidedActivation = guidedActivation;
                return View(dto);
            }

            // Calculate pricing — pass oven batch settings so the saved total matches the live preview
            var pricingResult = await _pricingService.CalculateQuoteTotalsAsync(
                dto.QuoteItems,
                currentUser!.CompanyId,
                dto.CustomerId,
                dto.TaxPercent,
                dto.DiscountType,
                dto.DiscountValue,
                dto.IsRushJob,
                ovenRateOverride,
                dto.OvenBatches,
                dto.OvenCycleMinutes
            );

            // Get status lookups (cached)
            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
            var statuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
            var sentStatus = statuses.FirstOrDefault(s => s.StatusCode == "SENT");
            var draftStatus = statuses.FirstOrDefault(s => s.StatusCode == "DRAFT");

            // Create quote entity
            var quote = _mapper.Map<Quote>(dto);
            quote.QuoteNumber = await GenerateQuoteNumberAsync();
            quote.PreparedById = currentUser.Id;
            quote.CompanyId = currentUser.CompanyId;

            if (dto.SendEmailToCustomer)
            {
                quote.QuoteStatusId = sentStatus?.Id ?? draftStatus?.Id ?? 1;
                quote.SentDate = DateTime.UtcNow;
            }
            else
            {
                quote.QuoteStatusId = draftStatus?.Id ?? sentStatus?.Id ?? 1;
                quote.SentDate = null;
            }

            // Set calculated pricing — snapshot at save time; never recalculate on load
            quote.MaterialCosts       = pricingResult.MaterialCosts;
            quote.LaborCosts          = pricingResult.LaborCosts;
            quote.EquipmentCosts      = pricingResult.EquipmentCosts;
            quote.ItemsSubtotal       = pricingResult.ItemsSubtotal;
            quote.OvenBatchCost       = pricingResult.OvenBatchCost;
            quote.ShopSuppliesAmount  = pricingResult.ShopSuppliesAmount;
            quote.ShopSuppliesPercent = pricingResult.ShopSuppliesPercent;
            quote.OverheadAmount      = pricingResult.OverheadCosts;
            quote.OverheadPercent     = pricingResult.OverheadPercent;
            quote.ProfitMargin        = pricingResult.ProfitMargin;
            quote.ProfitPercent       = pricingResult.ProfitPercent;
            quote.SubTotal            = pricingResult.SubtotalBeforeDiscount;
            quote.DiscountPercent     = pricingResult.DiscountPercent;
            quote.DiscountAmount      = pricingResult.DiscountAmount;
            quote.RushFee             = pricingResult.RushFee;
            quote.TaxAmount           = pricingResult.TaxAmount;
            quote.Total               = pricingResult.Total;

            // Add quote
            await _unitOfWork.Quotes.AddAsync(quote);
            await _unitOfWork.CompleteAsync();

            // Create quote items with calculated pricing
            var itemResults = new List<QuoteItem>();
            foreach (var itemDto in dto.QuoteItems)
            {
                var item = _mapper.Map<QuoteItem>(itemDto);
                item.QuoteId = quote.Id;
                item.CompanyId = currentUser.CompanyId;

                // AI items: use stored price (AI estimate or user override) — skip the pricing engine
                if (itemDto.IsAiItem && itemDto.ManualUnitPrice.HasValue && itemDto.ManualUnitPrice.Value > 0)
                {
                    item.UnitPrice = itemDto.ManualUnitPrice.Value;
                    item.TotalPrice = itemDto.ManualUnitPrice.Value * itemDto.Quantity;
                    _logger.LogInformation("AI item price: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                }
                // Sales/merchandise items: use the manually entered price directly — no coating calculation
                else if (itemDto.IsSalesItem && itemDto.ManualUnitPrice.HasValue)
                {
                    item.UnitPrice = itemDto.ManualUnitPrice.Value;
                    item.TotalPrice = itemDto.ManualUnitPrice.Value * itemDto.Quantity;
                    _logger.LogInformation("Sales item price: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                }
                // Catalog items: if they have coats, calculate with coats; otherwise use default price
                else if (itemDto.CatalogItemId.HasValue)
                {
                    // If catalog item has coats, calculate the full price with coat costs
                    if (itemDto.Coats != null && itemDto.Coats.Any())
                    {
                        _logger.LogInformation("Calculating catalog item with {CoatCount} coats", itemDto.Coats.Count);
                        var itemPricing = await _pricingService.CalculateQuoteItemPriceAsync(itemDto, currentUser.CompanyId, ovenRateOverride);
                        item.UnitPrice         = itemPricing.UnitPrice;
                        item.TotalPrice        = itemPricing.TotalPrice;
                        item.ItemMaterialCost  = itemPricing.MaterialCost;
                        item.ItemLaborCost     = itemPricing.LaborCost;
                        item.ItemEquipmentCost = itemPricing.EquipmentCost;
                        _logger.LogInformation("Set prices: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                    }
                    else
                    {
                        // No coats - use catalog default price
                        var catalogItem = await _unitOfWork.CatalogItems.GetByIdAsync(itemDto.CatalogItemId.Value);
                        if (catalogItem != null)
                        {
                            item.UnitPrice = catalogItem.DefaultPrice;
                            item.TotalPrice = catalogItem.DefaultPrice * itemDto.Quantity;
                            _logger.LogInformation("Catalog item no coats: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                        }
                    }
                }
                else
                {
                    // Calculated items use the pricing service
                    _logger.LogInformation("Calculating custom item with {CoatCount} coats", itemDto.Coats?.Count ?? 0);
                    var itemPricing = await _pricingService.CalculateQuoteItemPriceAsync(itemDto, currentUser.CompanyId, ovenRateOverride);
                    item.UnitPrice         = itemPricing.UnitPrice;
                    item.TotalPrice        = itemPricing.TotalPrice;
                    item.ItemMaterialCost  = itemPricing.MaterialCost;
                    item.ItemLaborCost     = itemPricing.LaborCost;
                    item.ItemEquipmentCost = itemPricing.EquipmentCost;
                    _logger.LogInformation("Set prices: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                }

                // Flag whether the user overrode the AI's estimates before accepting
                await UpdateAiPredictionOverrideAsync(itemDto, item.UnitPrice);

                // Map coats for this item with calculated costs
                if (itemDto.Coats != null && itemDto.Coats.Any())
                {
                    item.Coats = new List<QuoteItemCoat>();
                    for (int coatIndex = 0; coatIndex < itemDto.Coats.Count; coatIndex++)
                    {
                        var coatDto = itemDto.Coats[coatIndex];
                        var coat = _mapper.Map<QuoteItemCoat>(coatDto);
                        coat.CompanyId = currentUser.CompanyId;

                        // Calculate and store the coat costs
                        var coatPricing = await _pricingService.CalculateCoatPriceAsync(
                            coatDto,
                            itemDto.SurfaceAreaSqFt,
                            itemDto.Quantity,
                            coatIndex,
                            itemDto.EstimatedMinutes,
                            currentUser.CompanyId);

                        coat.CoatMaterialCost = coatPricing.CoatMaterialCost;
                        coat.CoatLaborCost = coatPricing.CoatLaborCost;
                        coat.CoatTotalCost = coatPricing.CoatTotalCost;

                        item.Coats.Add(coat);
                    }
                }

                // Map per-item prep services
                if (itemDto.PrepServices != null && itemDto.PrepServices.Any())
                {
                    item.PrepServices = new List<QuoteItemPrepService>();
                    foreach (var psDto in itemDto.PrepServices)
                    {
                        var prepService = _mapper.Map<QuoteItemPrepService>(psDto);
                        prepService.CompanyId = currentUser.CompanyId;
                        item.PrepServices.Add(prepService);
                    }
                }

                itemResults.Add(item);
            }

            foreach (var item in itemResults)
            {
                await _unitOfWork.QuoteItems.AddAsync(item);
            }

            await _unitOfWork.CompleteAsync();

            // Promote AI temp photos to permanent storage and create QuotePhoto records
            if (dto.AiPhotoTempIds?.Count > 0)
            {
                foreach (var rawTempId in dto.AiPhotoTempIds.Where(t => !string.IsNullOrWhiteSpace(t)))
                {
                    if (!Guid.TryParse(rawTempId, out var tempGuid)) continue;
                    var tempId = tempGuid.ToString("N");
                    var (promoted, photoPath, _) = await _photoService.PromoteTempPhotoAsync(tempId, quote.Id, currentUser.CompanyId);
                    if (promoted)
                    {
                        var ext = Path.GetExtension(photoPath).ToLowerInvariant();
                        var ct = ext switch { ".jpg" or ".jpeg" => "image/jpeg", ".png" => "image/png", ".gif" => "image/gif", ".webp" => "image/webp", _ => "image/jpeg" };
                        var photoEntity = new QuotePhoto
                        {
                            QuoteId = quote.Id,
                            TempId = tempId,
                            FilePath = photoPath,
                            FileName = Path.GetFileName(photoPath),
                            FileSize = 0,
                            ContentType = ct,
                            IsAiAnalysisPhoto = true,
                            UploadedById = currentUser.Id,
                            CompanyId = currentUser.CompanyId
                        };
                        await _unitOfWork.QuotePhotos.AddAsync(photoEntity);
                    }
                }
                await _unitOfWork.CompleteAsync();
            }

            // Promote general quote photo temp uploads
            _logger.LogInformation("CREATE Photo promotion: QuotePhotoTempIds count={Count}, raw values=[{Values}]",
                dto.QuotePhotoTempIds?.Count ?? 0,
                dto.QuotePhotoTempIds == null ? "" : string.Join(",", dto.QuotePhotoTempIds));
            if (dto.QuotePhotoTempIds?.Count > 0)
            {
                foreach (var rawTempId in dto.QuotePhotoTempIds.Where(t => !string.IsNullOrWhiteSpace(t)))
                {
                    if (!Guid.TryParse(rawTempId, out var tempGuid))
                    {
                        _logger.LogWarning("CREATE Photo: Guid.TryParse failed for rawTempId={RawTempId}", rawTempId);
                        continue;
                    }
                    var tempId = tempGuid.ToString("N");
                    _logger.LogInformation("CREATE Photo: promoting tempId={TempId} for quoteId={QuoteId}", tempId, quote.Id);

                    if (!await _subscriptionService.CanAddQuotePhotoAsync(currentUser.CompanyId, quote.Id))
                    {
                        _logger.LogWarning("CREATE Photo: CanAddQuotePhotoAsync returned false, breaking");
                        break;
                    }

                    var (promoted, photoPath, promoteError) = await _photoService.PromoteTempPhotoAsync(tempId, quote.Id, currentUser.CompanyId);
                    _logger.LogInformation("CREATE Photo: PromoteTempPhotoAsync result: promoted={Promoted}, path={Path}, error={Error}", promoted, photoPath, promoteError);
                    if (promoted)
                    {
                        var ext = Path.GetExtension(photoPath).ToLowerInvariant();
                        var ct = ext switch { ".jpg" or ".jpeg" => "image/jpeg", ".png" => "image/png", ".gif" => "image/gif", ".webp" => "image/webp", _ => "image/jpeg" };
                        var rawIdx = dto.QuotePhotoTempIds.IndexOf(rawTempId);
                        var rawFileName = (dto.QuotePhotoFileNames?.Count > rawIdx && rawIdx >= 0) ? dto.QuotePhotoFileNames[rawIdx] : Path.GetFileName(photoPath);
                        var photoEntity = new QuotePhoto
                        {
                            QuoteId = quote.Id,
                            TempId = tempId,
                            FilePath = photoPath,
                            FileName = rawFileName,
                            FileSize = 0,
                            ContentType = ct,
                            IsAiAnalysisPhoto = false,
                            UploadedById = currentUser.Id,
                            CompanyId = currentUser.CompanyId
                        };
                        await _unitOfWork.QuotePhotos.AddAsync(photoEntity);
                        _logger.LogInformation("CREATE Photo: QuotePhoto entity added to DB for quoteId={QuoteId}", quote.Id);
                    }
                }
                await _unitOfWork.CompleteAsync();
            }

            // Generate customer approval token (so the link is included in the quote email)
            var approvalTokenBytes = System.Security.Cryptography.RandomNumberGenerator.GetBytes(32);
            quote.ApprovalToken = Convert.ToBase64String(approvalTokenBytes)
                .Replace('+', '-').Replace('/', '_').TrimEnd('=');
            quote.ApprovalTokenExpiresAt = DateTime.UtcNow.AddDays(
                int.TryParse(await _platformSettings.GetAsync(PlatformSettingKeys.QuoteApprovalTokenDays), out var tokenDays) ? tokenDays : 30);
            quote.ApprovalTokenUsedAt = null;
            await _unitOfWork.Quotes.UpdateAsync(quote);
            await _unitOfWork.CompleteAsync();

            // Optionally email the quote to the customer/prospect with the PDF attached
            if (dto.SendEmailToCustomer)
            {
                try
                {
                    // Load Customer nav prop onto the already-token-stamped quote object
                    // (avoids reloading from DB which could return a stale EF cache entry without the token)
                    if (quote.Customer == null && quote.CustomerId.HasValue)
                        quote.Customer = await _unitOfWork.Customers.GetByIdAsync(quote.CustomerId.Value);

                    var quoteForNotify = quote;
                    {
                        byte[]? pdfBytes = null;
                        string? pdfFilename = null;
                        try
                        {
                            pdfBytes = await BuildQuotePdfAsync(quote.Id, currentUser);
                            pdfFilename = $"Quote-{quote.QuoteNumber}.pdf";
                        }
                        catch (Exception pdfEx)
                        {
                            _logger.LogWarning(pdfEx, "PDF generation failed for quote {Id}; sending email without attachment", quote.Id);
                        }

                        await _notificationService.NotifyQuoteSentAsync(quoteForNotify, pdfBytes, pdfFilename);
                    }
                }
                catch (Exception ex)
                {
                    _logger.LogWarning(ex, "Notification failed for quote {Id}", quote.Id);
                }

                var quoteCreateNotifLog = await _unitOfWork.NotificationLogs.GetLatestForQuoteAsync(quote.Id);
                this.SetNotificationResultToast(quoteCreateNotifLog);
            }

            await StampQuoteCreatedAsync(currentUser.CompanyId);

            this.ToastSuccess($"Quote {quote.QuoteNumber} created successfully!");
            if (guidedActivation == AppConstants.GuidedActivation.QuoteFirstPath)
            {
                return RedirectToAction(nameof(Details), new
                {
                    id = quote.Id,
                    guidedActivation = AppConstants.GuidedActivation.QuoteCreatedStep
                });
            }

            return RedirectToAction(nameof(Details), new { id = quote.Id });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error creating quote");
            this.ToastError("An error occurred while creating the quote. Please try again.");
            var catchUser = await _userManager.GetUserAsync(User);
            var catchCosts = await _pricingService.GetOperatingCostsAsync(catchUser!.CompanyId);
            await PopulateDropDownsAsync(catchUser.CompanyId, catchCosts?.OvenOperatingCostPerHour ?? 0);
            await SetMeasurementViewBagAsync();
            ViewBag.GuidedActivation = guidedActivation;
            return View(dto);
        }
    }

    /// <summary>
    /// Loads the quote edit wizard pre-populated with existing data.
    /// Only Draft and Sent quotes can be edited — Approved/Rejected/Converted quotes are read-only
    /// to preserve the audit trail. The view is the same wizard as Create but with all fields bound.
    /// </summary>
    public async Task<IActionResult> Edit(int? id)
    {
        if (id == null)
        {
            return NotFound();
        }

        try
        {
            // Load quote with customer information
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id.Value, false, q => q.Customer, q => q.QuoteStatus);
            if (quote == null)
            {
                return NotFound();
            }

            // Get quote items with their coats, prep services and catalog item
            var quoteItems = await _unitOfWork.Quotes.GetItemsWithCoatsAsync(id.Value);

            _logger.LogInformation("=== LOADING QUOTE {QuoteId} FOR EDIT ===", id.Value);
            foreach (var item in quoteItems)
            {
                _logger.LogInformation("Loaded item from DB: {Desc}, Coats={CoatCount}",
                    item.Description, item.Coats?.Count ?? 0);
                if (item.Coats != null)
                {
                    foreach (var coat in item.Coats)
                    {
                        _logger.LogInformation("  - Coat: {CoatName}", coat.CoatName);
                    }
                }
            }

            // Map to DTO (PrepServices are auto-mapped per-item via QuoteProfile)
            var dto = _mapper.Map<UpdateQuoteDto>(quote);
            dto.QuoteItems = _mapper.Map<List<CreateQuoteItemDto>>(quoteItems);

            _logger.LogInformation("After mapping to DTO: {ItemCount} items", dto.QuoteItems.Count);
            for (int i = 0; i < dto.QuoteItems.Count; i++)
            {
                var dtoItem = dto.QuoteItems[i];
                _logger.LogInformation("DTO item {Index}: {Desc}, Coats={CoatCount}",
                    i, dtoItem.Description, dtoItem.Coats?.Count ?? 0);
                if (dtoItem.Coats != null)
                {
                    foreach (var coat in dtoItem.Coats)
                    {
                        _logger.LogInformation("  - DTO Coat: {CoatName}", coat.CoatName);
                    }
                }
            }

            // Pass customer information to view for display
            if (quote.CustomerId.HasValue && quote.Customer != null)
            {
                ViewBag.CustomerName = quote.Customer.CompanyName ?? "";
                ViewBag.CustomerContactName = $"{quote.Customer.ContactFirstName} {quote.Customer.ContactLastName}".Trim();
                ViewBag.CustomerEmail = quote.Customer.Email ?? "";
                ViewBag.CustomerPhone = quote.Customer.Phone ?? "";
            }

            var editCurrentUser = await _userManager.GetUserAsync(User);
            var editCosts = await _pricingService.GetOperatingCostsAsync(editCurrentUser!.CompanyId);
            await PopulateDropDownsAsync(editCurrentUser.CompanyId, editCosts?.OvenOperatingCostPerHour ?? 0);
            await SetMeasurementViewBagAsync();

            // Quote photos for edit view
            var editPhotos = await _unitOfWork.QuotePhotos.FindAsync(p => p.QuoteId == id.Value);
            ViewBag.QuotePhotos = editPhotos.OrderBy(p => p.CreatedAt).ToList();
            ViewBag.CanUploadQuotePhoto = await _subscriptionService.CanAddQuotePhotoAsync(editCurrentUser.CompanyId, id.Value);
            var (editPhotoUsed, editPhotoMax) = await _subscriptionService.GetQuotePhotoCountAsync(editCurrentUser.CompanyId, id.Value);
            ViewBag.QuotePhotoUsed = editPhotoUsed;
            ViewBag.QuotePhotoMax = editPhotoMax;

            return View(dto);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error loading quote for edit: {QuoteId}", id);
            TempData["Error"] = "An error occurred while loading the quote.";
            return RedirectToAction(nameof(Index));
        }
    }

    // POST: Quotes/Edit/5
    /// <summary>
    /// Saves edits to an existing quote: replaces all line items, coats, and prep services,
    /// then recalculates and re-snapshots the pricing totals. Each save appends a
    /// <see cref="QuoteChangeHistory"/> row capturing what changed and who changed it, so we
    /// have a full audit trail of revisions. The quote number is preserved; a new PDF is
    /// generated on next download rather than being cached.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> Edit(int id, UpdateQuoteDto dto)
    {
        _logger.LogInformation("=== EDIT QUOTE POST ACTION CALLED ===");
        _logger.LogInformation("Quote ID: {Id}, DTO ID: {DtoId}", id, dto.Id);
        _logger.LogInformation("CustomerId: {CustomerId}, IsForProspect: {IsForProspect}", dto.CustomerId, dto.IsForProspect);
        _logger.LogInformation("QuoteItems count: {Count}", dto.QuoteItems?.Count ?? 0);

        // Log each item's sandblasting/masking values
        for (int i = 0; i < (dto.QuoteItems?.Count ?? 0); i++)
        {
            var item = dto.QuoteItems![i];
            _logger.LogInformation("Item {Index}: Description={Desc}, Sandblasting={Sand}, Masking={Mask}",
                i, item.Description, item.RequiresSandblasting, item.RequiresMasking);
        }

        _logger.LogInformation("Initial ModelState.IsValid: {IsValid}", ModelState.IsValid);

        if (id != dto.Id)
        {
            _logger.LogWarning("ID mismatch: route id={RouteId}, dto.Id={DtoId}", id, dto.Id);
            return NotFound();
        }

        try
        {
            // Load existing quote first to preserve customer assignment
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id);
            if (quote == null)
            {
                _logger.LogWarning("Quote {QuoteId} not found", id);
                return NotFound();
            }

            // IsForProspect derives from whether a customer was selected in the form
            dto.IsForProspect = !dto.CustomerId.HasValue;

            // Validate at least one quote item exists
            if (dto.QuoteItems == null || dto.QuoteItems.Count == 0)
            {
                _logger.LogWarning("Validation failed: No quote items provided");
                ModelState.AddModelError("QuoteItems", "Please add at least one quote item.");
            }

            // Validate customer or prospect selection
            if (!dto.IsForProspect && !dto.CustomerId.HasValue)
            {
                ModelState.AddModelError("CustomerId", "Please select a customer or choose prospect/walk-in.");
            }

            if (dto.IsForProspect)
            {
                if (string.IsNullOrWhiteSpace(dto.ProspectContactName))
                {
                    ModelState.AddModelError("ProspectContactName", "Contact Name is required for prospects/walk-ins.");
                }
                if (string.IsNullOrWhiteSpace(dto.ProspectPhone) && string.IsNullOrWhiteSpace(dto.ProspectEmail))
                {
                    ModelState.AddModelError("ProspectPhone", "A phone number or email address is required.");
                }
            }

            // Get current user early (needed for oven costs dropdown)
            var currentUser = await _userManager.GetUserAsync(User);
            var editOperatingCosts = await _pricingService.GetOperatingCostsAsync(currentUser!.CompanyId);

            if (!ModelState.IsValid)
            {
                _logger.LogWarning("ModelState is invalid. Errors: {Errors}",
                    string.Join("; ", ModelState.Values.SelectMany(v => v.Errors).Select(e => e.ErrorMessage)));
                await PopulateDropDownsAsync(currentUser.CompanyId, editOperatingCosts?.OvenOperatingCostPerHour ?? 0);
                await SetMeasurementViewBagAsync();
                return View(dto);
            }

            // Resolve oven rate: use selected OvenCost if specified, otherwise fall back to default
            decimal? ovenRateOverride = null;
            if (dto.OvenCostId.HasValue)
            {
                var selectedOven = await _unitOfWork.OvenCosts.GetByIdAsync(dto.OvenCostId.Value);
                if (selectedOven != null && selectedOven.CompanyId == currentUser.CompanyId)
                    ovenRateOverride = selectedOven.CostPerHour;
            }

            // Calculate pricing — pass oven batch settings so the saved total matches the live preview
            var pricingResult = await _pricingService.CalculateQuoteTotalsAsync(
                dto.QuoteItems,
                currentUser!.CompanyId,
                dto.CustomerId,
                dto.TaxPercent,
                dto.DiscountType,
                dto.DiscountValue,
                dto.IsRushJob,
                ovenRateOverride,
                dto.OvenBatches,
                dto.OvenCycleMinutes
            );

            // Capture old values for change tracking
            var oldValues = new
            {
                QuoteStatusId = quote.QuoteStatusId,
                QuoteDate = quote.QuoteDate,
                ExpirationDate = quote.ExpirationDate,
                Terms = quote.Terms,
                Notes = quote.Notes,
                TaxPercent = quote.TaxPercent,
                DiscountType = quote.DiscountType,
                DiscountValue = quote.DiscountValue,
                DiscountReason = quote.DiscountReason,
                ProspectCompanyName = quote.ProspectCompanyName,
                ProspectContactName = quote.ProspectContactName,
                ProspectEmail = quote.ProspectEmail,
                ProspectPhone = quote.ProspectPhone,
                ProspectAddress = quote.ProspectAddress
            };

            // Update quote entity
            _mapper.Map(dto, quote);

            // Set calculated pricing — snapshot at save time; never recalculate on load
            quote.MaterialCosts       = pricingResult.MaterialCosts;
            quote.LaborCosts          = pricingResult.LaborCosts;
            quote.EquipmentCosts      = pricingResult.EquipmentCosts;
            quote.ItemsSubtotal       = pricingResult.ItemsSubtotal;
            quote.OvenBatchCost       = pricingResult.OvenBatchCost;
            quote.ShopSuppliesAmount  = pricingResult.ShopSuppliesAmount;
            quote.ShopSuppliesPercent = pricingResult.ShopSuppliesPercent;
            quote.OverheadAmount      = pricingResult.OverheadCosts;
            quote.OverheadPercent     = pricingResult.OverheadPercent;
            quote.ProfitMargin        = pricingResult.ProfitMargin;
            quote.ProfitPercent       = pricingResult.ProfitPercent;
            quote.SubTotal            = pricingResult.SubtotalBeforeDiscount;
            quote.DiscountPercent     = pricingResult.DiscountPercent;
            quote.DiscountAmount      = pricingResult.DiscountAmount;
            quote.RushFee             = pricingResult.RushFee;
            quote.TaxAmount           = pricingResult.TaxAmount;
            quote.Total               = pricingResult.Total;

            // Track changes
            var changeHistories = new List<QuoteChangeHistory>();

            _logger.LogInformation("=== CHANGE TRACKING DEBUG ===");
            _logger.LogInformation("Old Status: {OldStatus}, New Status: {NewStatus}", oldValues.QuoteStatusId, quote.QuoteStatusId);
            _logger.LogInformation("Old Date: {OldDate}, New Date: {NewDate}", oldValues.QuoteDate, quote.QuoteDate);
            _logger.LogInformation("Old Expiration: {OldExp}, New Expiration: {NewExp}", oldValues.ExpirationDate, quote.ExpirationDate);
            _logger.LogInformation("Old Terms: {OldTerms}, New Terms: {NewTerms}", oldValues.Terms, quote.Terms);
            _logger.LogInformation("Old Notes: {OldNotes}, New Notes: {NewNotes}", oldValues.Notes, quote.Notes);
            _logger.LogInformation("Old Tax: {OldTax}, New Tax: {NewTax}", oldValues.TaxPercent, quote.TaxPercent);

            if (oldValues.QuoteStatusId != quote.QuoteStatusId)
            {
                var oldStatus = await _unitOfWork.QuoteStatusLookups.GetByIdAsync(oldValues.QuoteStatusId);
                var newStatus = await _unitOfWork.QuoteStatusLookups.GetByIdAsync(quote.QuoteStatusId);
                changeHistories.Add(new QuoteChangeHistory
                {
                    QuoteId = quote.Id,
                    ChangedByUserId = currentUser.Id,
                    ChangedAt = DateTime.UtcNow,
                    FieldName = "Status",
                    OldValue = oldStatus?.DisplayName ?? oldValues.QuoteStatusId.ToString(),
                    NewValue = newStatus?.DisplayName ?? quote.QuoteStatusId.ToString(),
                    ChangeDescription = $"Status changed from {oldStatus?.DisplayName} to {newStatus?.DisplayName}",
                    CompanyId = currentUser.CompanyId
                });
            }

            if (oldValues.QuoteDate != quote.QuoteDate)
            {
                changeHistories.Add(new QuoteChangeHistory
                {
                    QuoteId = quote.Id,
                    ChangedByUserId = currentUser.Id,
                    ChangedAt = DateTime.UtcNow,
                    FieldName = "Quote Date",
                    OldValue = oldValues.QuoteDate.ToString("MM/dd/yyyy"),
                    NewValue = quote.QuoteDate.ToString("MM/dd/yyyy"),
                    ChangeDescription = $"Quote date changed from {oldValues.QuoteDate:MM/dd/yyyy} to {quote.QuoteDate:MM/dd/yyyy}",
                    CompanyId = currentUser.CompanyId
                });
            }

            if (oldValues.ExpirationDate != quote.ExpirationDate)
            {
                changeHistories.Add(new QuoteChangeHistory
                {
                    QuoteId = quote.Id,
                    ChangedByUserId = currentUser.Id,
                    ChangedAt = DateTime.UtcNow,
                    FieldName = "Expiration Date",
                    OldValue = oldValues.ExpirationDate?.ToString("MM/dd/yyyy") ?? "None",
                    NewValue = quote.ExpirationDate?.ToString("MM/dd/yyyy") ?? "None",
                    ChangeDescription = $"Expiration date changed from {oldValues.ExpirationDate?.ToString("MM/dd/yyyy") ?? "None"} to {quote.ExpirationDate?.ToString("MM/dd/yyyy") ?? "None"}",
                    CompanyId = currentUser.CompanyId
                });
            }

            if (oldValues.Terms != quote.Terms)
            {
                changeHistories.Add(new QuoteChangeHistory
                {
                    QuoteId = quote.Id,
                    ChangedByUserId = currentUser.Id,
                    ChangedAt = DateTime.UtcNow,
                    FieldName = "Terms",
                    OldValue = oldValues.Terms ?? "None",
                    NewValue = quote.Terms ?? "None",
                    ChangeDescription = $"Terms changed from '{oldValues.Terms ?? "None"}' to '{quote.Terms ?? "None"}'",
                    CompanyId = currentUser.CompanyId
                });
            }

            if (oldValues.Notes != quote.Notes)
            {
                changeHistories.Add(new QuoteChangeHistory
                {
                    QuoteId = quote.Id,
                    ChangedByUserId = currentUser.Id,
                    ChangedAt = DateTime.UtcNow,
                    FieldName = "Notes",
                    OldValue = string.IsNullOrEmpty(oldValues.Notes) ? "None" : (oldValues.Notes.Length > 50 ? oldValues.Notes.Substring(0, 50) + "..." : oldValues.Notes),
                    NewValue = string.IsNullOrEmpty(quote.Notes) ? "None" : (quote.Notes.Length > 50 ? quote.Notes.Substring(0, 50) + "..." : quote.Notes),
                    ChangeDescription = "Notes updated",
                    CompanyId = currentUser.CompanyId
                });
            }

            if (oldValues.TaxPercent != quote.TaxPercent)
            {
                changeHistories.Add(new QuoteChangeHistory
                {
                    QuoteId = quote.Id,
                    ChangedByUserId = currentUser.Id,
                    ChangedAt = DateTime.UtcNow,
                    FieldName = "Tax Percent",
                    OldValue = $"{oldValues.TaxPercent:N2}%",
                    NewValue = $"{quote.TaxPercent:N2}%",
                    ChangeDescription = $"Tax percent changed from {oldValues.TaxPercent:N2}% to {quote.TaxPercent:N2}%",
                    CompanyId = currentUser.CompanyId
                });
            }

            // Track discount changes
            if (oldValues.DiscountType != quote.DiscountType ||
                oldValues.DiscountValue != quote.DiscountValue ||
                oldValues.DiscountReason != quote.DiscountReason)
            {
                var oldDiscountDescription = FormatDiscountForHistory(
                    oldValues.DiscountType,
                    oldValues.DiscountValue,
                    oldValues.DiscountReason);

                var newDiscountDescription = FormatDiscountForHistory(
                    quote.DiscountType,
                    quote.DiscountValue,
                    quote.DiscountReason);

                changeHistories.Add(new QuoteChangeHistory
                {
                    QuoteId = quote.Id,
                    ChangedByUserId = currentUser.Id,
                    ChangedAt = DateTime.UtcNow,
                    FieldName = "Discount",
                    OldValue = oldDiscountDescription,
                    NewValue = newDiscountDescription,
                    ChangeDescription = $"Discount changed from {oldDiscountDescription} to {newDiscountDescription}",
                    CompanyId = currentUser.CompanyId
                });
            }

            // Track prospect field changes (if applicable)
            if (!quote.CustomerId.HasValue)
            {
                if (oldValues.ProspectCompanyName != quote.ProspectCompanyName)
                {
                    changeHistories.Add(new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Prospect Company Name",
                        OldValue = oldValues.ProspectCompanyName ?? "None",
                        NewValue = quote.ProspectCompanyName ?? "None",
                        ChangeDescription = $"Prospect company changed from '{oldValues.ProspectCompanyName ?? "None"}' to '{quote.ProspectCompanyName ?? "None"}'",
                        CompanyId = currentUser.CompanyId
                    });
                }

                if (oldValues.ProspectContactName != quote.ProspectContactName)
                {
                    changeHistories.Add(new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Prospect Contact Name",
                        OldValue = oldValues.ProspectContactName ?? "None",
                        NewValue = quote.ProspectContactName ?? "None",
                        ChangeDescription = $"Prospect contact changed from '{oldValues.ProspectContactName ?? "None"}' to '{quote.ProspectContactName ?? "None"}'",
                        CompanyId = currentUser.CompanyId
                    });
                }

                if (oldValues.ProspectEmail != quote.ProspectEmail)
                {
                    changeHistories.Add(new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Prospect Email",
                        OldValue = oldValues.ProspectEmail ?? "None",
                        NewValue = quote.ProspectEmail ?? "None",
                        ChangeDescription = $"Prospect email changed from '{oldValues.ProspectEmail ?? "None"}' to '{quote.ProspectEmail ?? "None"}'",
                        CompanyId = currentUser.CompanyId
                    });
                }

                if (oldValues.ProspectPhone != quote.ProspectPhone)
                {
                    changeHistories.Add(new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Prospect Phone",
                        OldValue = oldValues.ProspectPhone ?? "None",
                        NewValue = quote.ProspectPhone ?? "None",
                        ChangeDescription = $"Prospect phone changed from '{oldValues.ProspectPhone ?? "None"}' to '{quote.ProspectPhone ?? "None"}'",
                        CompanyId = currentUser.CompanyId
                    });
                }

                if (oldValues.ProspectAddress != quote.ProspectAddress)
                {
                    changeHistories.Add(new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Prospect Address",
                        OldValue = oldValues.ProspectAddress ?? "None",
                        NewValue = quote.ProspectAddress ?? "None",
                        ChangeDescription = $"Prospect address changed",
                        CompanyId = currentUser.CompanyId
                    });
                }
            }

            // Save change history records
            _logger.LogInformation("Change histories detected: {Count}", changeHistories.Count);
            foreach (var history in changeHistories)
            {
                _logger.LogInformation("Adding change history: {Field} - {OldValue} -> {NewValue}",
                    history.FieldName, history.OldValue, history.NewValue);
                await _unitOfWork.QuoteChangeHistories.AddAsync(history);
            }

            await _unitOfWork.Quotes.UpdateAsync(quote);

            // Delete existing quote items (but capture them first for change tracking)
            var existingItems = await _unitOfWork.QuoteItems.FindAsync(qi => qi.QuoteId == id);
            var oldItemsForComparison = existingItems.Select(i => new
            {
                i.Description,
                i.Quantity,
                i.UnitPrice,
                i.TotalPrice,
                i.RequiresSandblasting,
                i.RequiresMasking,
                i.SurfaceAreaSqFt,
                i.Notes
            }).ToList();

            foreach (var item in existingItems)
            {
                await _unitOfWork.QuoteItems.DeleteAsync(item);
            }

            // Create new quote items with calculated pricing
            var newItemsForComparison = new List<(string Description, decimal Quantity, decimal UnitPrice, decimal TotalPrice, bool Sandblasting, bool Masking, decimal? SurfaceArea, string? Notes)>();
            foreach (var itemDto in dto.QuoteItems)
            {
                var item = _mapper.Map<QuoteItem>(itemDto);
                item.QuoteId = quote.Id;
                item.CompanyId = currentUser.CompanyId;

                _logger.LogInformation("Creating item: {Desc}, Sandblasting={Sand}, Masking={Mask} (from DTO: Sand={DtoSand}, Mask={DtoMask})",
                    item.Description, item.RequiresSandblasting, item.RequiresMasking,
                    itemDto.RequiresSandblasting, itemDto.RequiresMasking);

                // AI items: use stored price (AI estimate or user override) — skip the pricing engine
                if (itemDto.IsAiItem && itemDto.ManualUnitPrice.HasValue && itemDto.ManualUnitPrice.Value > 0)
                {
                    item.UnitPrice = itemDto.ManualUnitPrice.Value;
                    item.TotalPrice = itemDto.ManualUnitPrice.Value * itemDto.Quantity;
                    _logger.LogInformation("AI item price: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                }
                // Sales/merchandise items: use the manually entered price directly — no coating calculation
                else if (itemDto.IsSalesItem && itemDto.ManualUnitPrice.HasValue)
                {
                    item.UnitPrice = itemDto.ManualUnitPrice.Value;
                    item.TotalPrice = itemDto.ManualUnitPrice.Value * itemDto.Quantity;
                    _logger.LogInformation("Sales item price: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                }
                // Catalog items: if they have coats, calculate with coats; otherwise use default price
                else if (itemDto.CatalogItemId.HasValue)
                {
                    // If catalog item has coats, calculate the full price with coat costs
                    if (itemDto.Coats != null && itemDto.Coats.Any())
                    {
                        _logger.LogInformation("Calculating catalog item with {CoatCount} coats", itemDto.Coats.Count);
                        var itemPricing = await _pricingService.CalculateQuoteItemPriceAsync(itemDto, currentUser.CompanyId, ovenRateOverride);
                        item.UnitPrice         = itemPricing.UnitPrice;
                        item.TotalPrice        = itemPricing.TotalPrice;
                        item.ItemMaterialCost  = itemPricing.MaterialCost;
                        item.ItemLaborCost     = itemPricing.LaborCost;
                        item.ItemEquipmentCost = itemPricing.EquipmentCost;
                        _logger.LogInformation("Set prices: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                    }
                    else
                    {
                        // No coats - use catalog default price
                        var catalogItem = await _unitOfWork.CatalogItems.GetByIdAsync(itemDto.CatalogItemId.Value);
                        if (catalogItem != null)
                        {
                            item.UnitPrice = catalogItem.DefaultPrice;
                            item.TotalPrice = catalogItem.DefaultPrice * itemDto.Quantity;
                            _logger.LogInformation("Catalog item no coats: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                        }
                    }
                }
                else
                {
                    // Calculated items use the pricing service
                    _logger.LogInformation("Calculating custom item with {CoatCount} coats", itemDto.Coats?.Count ?? 0);
                    var itemPricing = await _pricingService.CalculateQuoteItemPriceAsync(itemDto, currentUser.CompanyId, ovenRateOverride);
                    item.UnitPrice         = itemPricing.UnitPrice;
                    item.TotalPrice        = itemPricing.TotalPrice;
                    item.ItemMaterialCost  = itemPricing.MaterialCost;
                    item.ItemLaborCost     = itemPricing.LaborCost;
                    item.ItemEquipmentCost = itemPricing.EquipmentCost;
                    _logger.LogInformation("Set prices: UnitPrice={Unit}, TotalPrice={Total}", item.UnitPrice, item.TotalPrice);
                }

                // Flag whether the user overrode the AI's estimates before accepting
                await UpdateAiPredictionOverrideAsync(itemDto, item.UnitPrice);

                await _unitOfWork.QuoteItems.AddAsync(item);

                // Map coats for this item with calculated costs
                if (itemDto.Coats != null && itemDto.Coats.Any())
                {
                    item.Coats = new List<QuoteItemCoat>();
                    for (int coatIndex = 0; coatIndex < itemDto.Coats.Count; coatIndex++)
                    {
                        var coatDto = itemDto.Coats[coatIndex];
                        var coat = _mapper.Map<QuoteItemCoat>(coatDto);
                        coat.CompanyId = currentUser.CompanyId;

                        // Calculate and store the coat costs
                        var coatPricing = await _pricingService.CalculateCoatPriceAsync(
                            coatDto,
                            itemDto.SurfaceAreaSqFt,
                            itemDto.Quantity,
                            coatIndex,
                            itemDto.EstimatedMinutes,
                            currentUser.CompanyId);

                        coat.CoatMaterialCost = coatPricing.CoatMaterialCost;
                        coat.CoatLaborCost = coatPricing.CoatLaborCost;
                        coat.CoatTotalCost = coatPricing.CoatTotalCost;

                        item.Coats.Add(coat);
                    }

                    _logger.LogInformation("Added {CoatCount} coats to item {Description}", item.Coats.Count, item.Description);
                }

                // Map per-item prep services
                if (itemDto.PrepServices != null && itemDto.PrepServices.Any())
                {
                    item.PrepServices = new List<QuoteItemPrepService>();
                    foreach (var psDto in itemDto.PrepServices)
                    {
                        var prepService = _mapper.Map<QuoteItemPrepService>(psDto);
                        prepService.CompanyId = currentUser.CompanyId;
                        item.PrepServices.Add(prepService);
                    }
                }

                // Track new item for comparison
                newItemsForComparison.Add((
                    item.Description ?? "",
                    item.Quantity,
                    item.UnitPrice,
                    item.TotalPrice,
                    item.RequiresSandblasting,
                    item.RequiresMasking,
                    item.SurfaceAreaSqFt,
                    item.Notes
                ));
            }

            // Track quote item changes
            _logger.LogInformation("Comparing quote items: Old={OldCount}, New={NewCount}", oldItemsForComparison.Count, newItemsForComparison.Count);

            // Detect added items
            if (newItemsForComparison.Count > oldItemsForComparison.Count)
            {
                for (int i = oldItemsForComparison.Count; i < newItemsForComparison.Count; i++)
                {
                    var newItem = newItemsForComparison[i];
                    var history = new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Quote Items",
                        OldValue = null,
                        NewValue = $"{newItem.Description} (Qty: {newItem.Quantity}, Price: {newItem.TotalPrice:C})",
                        ChangeDescription = $"Item added: {newItem.Description}",
                        CompanyId = currentUser.CompanyId
                    };
                    await _unitOfWork.QuoteChangeHistories.AddAsync(history);
                    _logger.LogInformation("Item added: {Desc}", newItem.Description);
                }
            }

            // Detect removed items
            if (oldItemsForComparison.Count > newItemsForComparison.Count)
            {
                for (int i = newItemsForComparison.Count; i < oldItemsForComparison.Count; i++)
                {
                    var oldItem = oldItemsForComparison[i];
                    var history = new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Quote Items",
                        OldValue = $"{oldItem.Description} (Qty: {oldItem.Quantity}, Price: {oldItem.TotalPrice:C})",
                        NewValue = null,
                        ChangeDescription = $"Item removed: {oldItem.Description}",
                        CompanyId = currentUser.CompanyId
                    };
                    await _unitOfWork.QuoteChangeHistories.AddAsync(history);
                    _logger.LogInformation("Item removed: {Desc}", oldItem.Description);
                }
            }

            // Detect modified items (compare items at same index)
            var itemsToCompare = Math.Min(oldItemsForComparison.Count, newItemsForComparison.Count);
            for (int i = 0; i < itemsToCompare; i++)
            {
                var oldItem = oldItemsForComparison[i];
                var newItem = newItemsForComparison[i];

                var itemChanges = new List<string>();

                if (oldItem.Description != newItem.Description)
                    itemChanges.Add($"Description: '{oldItem.Description}' → '{newItem.Description}'");

                if (oldItem.Quantity != newItem.Quantity)
                    itemChanges.Add($"Quantity: {oldItem.Quantity} → {newItem.Quantity}");

                // Use rounding to 2 decimal places for price comparisons to avoid false positives from calculation precision
                if (Math.Round(oldItem.UnitPrice, 2) != Math.Round(newItem.UnitPrice, 2))
                    itemChanges.Add($"Unit Price: {oldItem.UnitPrice:C} → {newItem.UnitPrice:C}");

                if (Math.Round(oldItem.TotalPrice, 2) != Math.Round(newItem.TotalPrice, 2))
                    itemChanges.Add($"Total: {oldItem.TotalPrice:C} → {newItem.TotalPrice:C}");

                if (oldItem.RequiresSandblasting != newItem.Sandblasting)
                    itemChanges.Add($"Sandblasting: {oldItem.RequiresSandblasting} → {newItem.Sandblasting}");

                if (oldItem.RequiresMasking != newItem.Masking)
                    itemChanges.Add($"Masking: {oldItem.RequiresMasking} → {newItem.Masking}");

                // Use rounding for surface area comparison
                var oldArea = Math.Round(oldItem.SurfaceAreaSqFt, 2);
                var newArea = newItem.SurfaceArea.HasValue ? Math.Round(newItem.SurfaceArea.Value, 2) : 0m;
                if (oldArea != newArea)
                    itemChanges.Add($"Surface Area: {oldItem.SurfaceAreaSqFt} → {newItem.SurfaceArea}");

                if (oldItem.Notes != newItem.Notes)
                    itemChanges.Add($"Notes changed");

                if (itemChanges.Any())
                {
                    var history = new QuoteChangeHistory
                    {
                        QuoteId = quote.Id,
                        ChangedByUserId = currentUser.Id,
                        ChangedAt = DateTime.UtcNow,
                        FieldName = "Quote Items",
                        OldValue = $"Item #{i + 1}: {oldItem.Description}",
                        NewValue = string.Join("; ", itemChanges),
                        ChangeDescription = $"Item #{i + 1} modified: {string.Join(", ", itemChanges)}",
                        CompanyId = currentUser.CompanyId
                    };
                    await _unitOfWork.QuoteChangeHistories.AddAsync(history);
                    _logger.LogInformation("Item #{Index} modified: {Changes}", i + 1, string.Join(", ", itemChanges));
                }
            }

            await _unitOfWork.CompleteAsync();

            // Promote any new AI temp photos and create QuotePhoto records
            if (dto.AiPhotoTempIds?.Count > 0)
            {
                foreach (var rawTempId in dto.AiPhotoTempIds.Where(t => !string.IsNullOrWhiteSpace(t)))
                {
                    if (!Guid.TryParse(rawTempId, out var tempGuid)) continue;
                    var tempId = tempGuid.ToString("N");
                    var (promoted, photoPath, _) = await _photoService.PromoteTempPhotoAsync(tempId, quote.Id, currentUser.CompanyId);
                    if (promoted)
                    {
                        var ext = Path.GetExtension(photoPath).ToLowerInvariant();
                        var ct = ext switch { ".jpg" or ".jpeg" => "image/jpeg", ".png" => "image/png", ".gif" => "image/gif", ".webp" => "image/webp", _ => "image/jpeg" };
                        var photoEntity = new QuotePhoto
                        {
                            QuoteId = quote.Id,
                            TempId = tempId,
                            FilePath = photoPath,
                            FileName = Path.GetFileName(photoPath),
                            FileSize = 0,
                            ContentType = ct,
                            IsAiAnalysisPhoto = true,
                            UploadedById = currentUser.Id,
                            CompanyId = currentUser.CompanyId
                        };
                        await _unitOfWork.QuotePhotos.AddAsync(photoEntity);
                    }
                }
                await _unitOfWork.CompleteAsync();
            }

            // Promote general quote photo temp uploads (Edit page)
            if (dto.QuotePhotoTempIds?.Count > 0)
            {
                foreach (var rawTempId in dto.QuotePhotoTempIds.Where(t => !string.IsNullOrWhiteSpace(t)))
                {
                    if (!Guid.TryParse(rawTempId, out var tempGuid)) continue;
                    var tempId = tempGuid.ToString("N");

                    if (!await _subscriptionService.CanAddQuotePhotoAsync(currentUser.CompanyId, quote.Id)) break;

                    var (promoted, photoPath, _) = await _photoService.PromoteTempPhotoAsync(tempId, quote.Id, currentUser.CompanyId);
                    if (promoted)
                    {
                        var ext = Path.GetExtension(photoPath).ToLowerInvariant();
                        var ct = ext switch { ".jpg" or ".jpeg" => "image/jpeg", ".png" => "image/png", ".gif" => "image/gif", ".webp" => "image/webp", _ => "image/jpeg" };
                        var rawIdx = dto.QuotePhotoTempIds.IndexOf(rawTempId);
                        var rawFileName = (dto.QuotePhotoFileNames?.Count > rawIdx && rawIdx >= 0) ? dto.QuotePhotoFileNames[rawIdx] : Path.GetFileName(photoPath);
                        var photoEntity = new QuotePhoto
                        {
                            QuoteId = quote.Id,
                            TempId = tempId,
                            FilePath = photoPath,
                            FileName = rawFileName,
                            FileSize = 0,
                            ContentType = ct,
                            IsAiAnalysisPhoto = false,
                            UploadedById = currentUser.Id,
                            CompanyId = currentUser.CompanyId
                        };
                        await _unitOfWork.QuotePhotos.AddAsync(photoEntity);
                    }
                }
                await _unitOfWork.CompleteAsync();
            }

            _logger.LogInformation("Quote {QuoteNumber} updated successfully", quote.QuoteNumber);
            this.ToastSuccess($"Quote {quote.QuoteNumber} updated successfully!");
            return RedirectToAction(nameof(Details), new { id = quote.Id });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error updating quote {QuoteId}", id);
            TempData["Error"] = "An error occurred while updating the quote.";

            // Re-populate customer info for display on error
            if (dto.CustomerId.HasValue)
            {
                var customerQuote = await _unitOfWork.Quotes.GetByIdAsync(id, false, q => q.Customer);
                if (customerQuote?.Customer != null)
                {
                    ViewBag.CustomerName = customerQuote.Customer.CompanyName ?? "";
                    ViewBag.CustomerContactName = $"{customerQuote.Customer.ContactFirstName} {customerQuote.Customer.ContactLastName}".Trim();
                    ViewBag.CustomerEmail = customerQuote.Customer.Email ?? "";
                    ViewBag.CustomerPhone = customerQuote.Customer.Phone ?? "";
                }
            }

            var errUser = await _userManager.GetUserAsync(User);
            var errCosts = await _pricingService.GetOperatingCostsAsync(errUser!.CompanyId);
            await PopulateDropDownsAsync(errUser.CompanyId, errCosts?.OvenOperatingCostPerHour ?? 0);
            await SetMeasurementViewBagAsync();
            return View(dto);
        }
    }

    /// <summary>
    /// Shows the prospect-to-customer conversion form, pre-populated with the prospect
    /// contact details stored on the quote. Only Approved prospect quotes may be converted
    /// (guard is enforced in the POST action).
    /// </summary>
    public async Task<IActionResult> ConvertToCustomer(int? id)
    {
        if (id == null)
        {
            return NotFound();
        }

        try
        {
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id.Value, false, q => q.QuoteStatus);
            if (quote == null)
            {
                return NotFound();
            }

            // Check if this is a prospect quote
            if (quote.CustomerId.HasValue)
            {
                TempData["Error"] = "This quote is already associated with a customer.";
                return RedirectToAction(nameof(Details), new { id });
            }

            // Check if quote is approved
            if (quote.QuoteStatus.StatusCode != "APPROVED")
            {
                TempData["Error"] = "Only approved quotes can be converted to customers.";
                return RedirectToAction(nameof(Details), new { id });
            }

            // Map to conversion DTO
            var dto = _mapper.Map<ConvertQuoteToCustomerDto>(quote);

            // Populate pricing tiers dropdown
            await PopulatePricingTiersDropDownAsync();

            return View(dto);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error loading prospect conversion for quote {QuoteId}", id);
            TempData["Error"] = "An error occurred while loading the conversion page.";
            return RedirectToAction(nameof(Details), new { id });
        }
    }

    /// <summary>
    /// Converts an approved prospect quote into a real customer record.
    /// Creates a new <see cref="Customer"/> from the prospect fields on the quote, then links
    /// the quote to that customer and clears the prospect fields. The quote status is set to
    /// "Converted" so it appears correctly in the pipeline. This is a one-way operation —
    /// there is no undo; once a customer record exists the prospect fields are gone.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> ConvertToCustomer(ConvertQuoteToCustomerDto dto)
    {
        try
        {
            // Conditional validation: company name required for commercial customers
            if (dto.IsCommercial && string.IsNullOrWhiteSpace(dto.CompanyName))
            {
                ModelState.AddModelError(nameof(dto.CompanyName), "Company Name is required for commercial customers.");
            }

            // At least one contact method required
            if (string.IsNullOrWhiteSpace(dto.Email) && string.IsNullOrWhiteSpace(dto.Phone))
            {
                ModelState.AddModelError(nameof(dto.Email), "An email address or phone number is required.");
            }

            if (!ModelState.IsValid)
            {
                await PopulatePricingTiersDropDownAsync();
                return View(dto);
            }

            var quote = await _unitOfWork.Quotes.GetByIdAsync(dto.QuoteId);
            if (quote == null)
            {
                return NotFound();
            }

            // Double-check it's a prospect quote
            if (quote.CustomerId.HasValue)
            {
                TempData["Error"] = "This quote is already associated with a customer.";
                return RedirectToAction(nameof(Details), new { id = dto.QuoteId });
            }

            var currentUser = await _userManager.GetUserAsync(User);

            // Create customer from prospect data
            var customer = _mapper.Map<Customer>(dto);
            customer.CompanyId = currentUser!.CompanyId;

            await _unitOfWork.Customers.AddAsync(customer);
            await _unitOfWork.CompleteAsync();

            // Get "Converted" status (cached)
            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
            var statuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
            var convertedStatus = statuses.FirstOrDefault(s => s.StatusCode == "CONVERTED");

            // Update quote to link to new customer
            quote.CustomerId = customer.Id;

            // Clear prospect fields
            quote.ProspectCompanyName = null;
            quote.ProspectContactName = null;
            quote.ProspectEmail = null;
            quote.ProspectPhone = null;
            quote.ProspectAddress = null;
            quote.ProspectCity = null;
            quote.ProspectState = null;
            quote.ProspectZipCode = null;

            // Update status to converted
            quote.QuoteStatusId = convertedStatus?.Id ?? quote.QuoteStatusId;

            await _unitOfWork.Quotes.UpdateAsync(quote);
            await _unitOfWork.CompleteAsync();

            this.ToastSuccess($"Prospect/Walk-In successfully converted to customer! Quote {quote.QuoteNumber} has been updated.");
            return RedirectToAction("Details", "Customers", new { id = customer.Id });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error converting prospect to customer for quote {QuoteId}", dto.QuoteId);
            TempData["Error"] = "An error occurred while converting the prospect/walk-in to a customer.";
            await PopulatePricingTiersDropDownAsync();
            return View(dto);
        }
    }

    /// <summary>
    /// Converts an approved quote into a Job, duplicating all line items, coats, prep services,
    /// and pricing data onto the new Job record. This is the primary workflow for approved quotes.
    /// The quote's ConvertedToJobId is set so the Details page can link to the job.
    /// All coat and prep-service relationships are re-loaded with their full navigations before
    /// being copied — the UoW lazy-load on GetByIdAsync only returns shallow stubs, which would
    /// cause null reference errors inside <see cref="CreateJobFromQuote"/> if not reloaded here.
    /// See also <see cref="CreateJobFromQuote"/> for the detailed copy logic and AiPredictionId transfer.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> ConvertToJob(int id, string? guidedActivation = null)
    {
        try
        {
            // Load quote with items and prep services
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id, false, q => q.QuoteItems, q => q.QuotePrepServices);
            if (quote == null)
            {
                return NotFound();
            }

            // Load coats, prep services with suppliers for each quote item
            if (quote.QuoteItems != null && quote.QuoteItems.Any())
            {
                foreach (var item in quote.QuoteItems)
                {
                    var itemWithCoats = await _unitOfWork.QuoteItems.GetByIdAsync(item.Id, false, qi => qi.Coats, qi => qi.PrepServices);
                    if (itemWithCoats?.Coats != null)
                    {
                        item.Coats = itemWithCoats.Coats;
                    }
                    if (itemWithCoats?.PrepServices != null)
                    {
                        item.PrepServices = itemWithCoats.PrepServices;
                    }
                    if (item.Coats != null && item.Coats.Any())
                    {
                        // Load inventory items and suppliers for each coat
                        foreach (var coat in item.Coats)
                        {
                            // Load inventory item if using in-stock powder
                            if (coat.InventoryItemId.HasValue)
                            {
                                var inventoryItem = await _unitOfWork.InventoryItems.GetByIdAsync(coat.InventoryItemId.Value);
                                if (inventoryItem != null)
                                {
                                    coat.InventoryItem = inventoryItem;
                                }
                            }

                            // Load vendor if using custom powder
                            if (coat.VendorId.HasValue)
                            {
                                var vendor = await _unitOfWork.Vendors.GetByIdAsync(coat.VendorId.Value);
                                if (vendor != null)
                                {
                                    coat.Vendor = vendor;
                                }
                            }
                        }
                    }
                }
            }

            // Check if already converted
            if (quote.ConvertedToJobId.HasValue)
            {
                TempData["Error"] = "A job has already been created from this quote.";
                return RedirectToAction(nameof(Details), new { id });
            }

            // Check for an orphaned partial job (previous conversion attempt that failed mid-way).
            // This can happen if SaveChangesAsync succeeded for the Job row but failed for JobItems.
            // The unique index on Jobs.QuoteId would block a retry — clean it up first.
            var orphanedJob = await _unitOfWork.Jobs.GetOrphanedConversionJobAsync(id, quote.CompanyId);
            if (orphanedJob != null)
            {
                _logger.LogWarning("Found orphaned job {JobNumber} (Id={JobId}) from a previous failed conversion of quote {QuoteId}. Cleaning up.",
                    orphanedJob.JobNumber, orphanedJob.Id, id);
                await _unitOfWork.Jobs.DeleteAsync(orphanedJob);
                await _unitOfWork.CompleteAsync();
            }

            var currentUser = await _userManager.GetUserAsync(User);

            // If this is a prospect quote, convert to customer first
            if (!quote.CustomerId.HasValue)
            {
                // Validate prospect has minimum required information
                if (string.IsNullOrWhiteSpace(quote.ProspectContactName) &&
                    string.IsNullOrWhiteSpace(quote.ProspectCompanyName))
                {
                    TempData["Error"] = "Prospect/Walk-In must have either a contact name or company name to create a job.";
                    return RedirectToAction(nameof(Details), new { id });
                }

                // Create customer from prospect data
                var customer = new Customer
                {
                    CompanyName = quote.ProspectCompanyName,
                    ContactFirstName = quote.ProspectContactName?.Split(' ').FirstOrDefault() ?? "",
                    ContactLastName = quote.ProspectContactName?.Split(' ').Skip(1).FirstOrDefault() ?? "",
                    Email = quote.ProspectEmail ?? "",
                    Phone = quote.ProspectPhone ?? "",
                    Address = quote.ProspectAddress,
                    City = quote.ProspectCity,
                    State = quote.ProspectState,
                    ZipCode = quote.ProspectZipCode,
                    IsCommercial = quote.IsCommercial,
                    CompanyId = currentUser!.CompanyId,
                    CreatedAt = DateTime.UtcNow
                };

                await _unitOfWork.Customers.AddAsync(customer);
                await _unitOfWork.CompleteAsync();

                // Link quote to new customer
                quote.CustomerId = customer.Id;

                // Clear prospect fields
                quote.ProspectCompanyName = null;
                quote.ProspectContactName = null;
                quote.ProspectEmail = null;
                quote.ProspectPhone = null;
                quote.ProspectAddress = null;
                quote.ProspectCity = null;
                quote.ProspectState = null;
                quote.ProspectZipCode = null;

                await _unitOfWork.Quotes.UpdateAsync(quote);
                await _unitOfWork.CompleteAsync();

                _logger.LogInformation("Auto-converted prospect to customer {CustomerId} for quote {QuoteId}",
                    customer.Id, quote.Id);
            }

            // Create job from quote (manual override - allows any status)
            await CreateJobFromQuote(quote);

            this.ToastSuccess($"Job has been successfully created from quote {quote.QuoteNumber}!");

            await StampJobCreatedAsync(currentUser!.CompanyId);

            // Redirect to the newly created job's details page
            if (quote.ConvertedToJobId.HasValue)
            {
                if (guidedActivation == AppConstants.GuidedActivation.QuoteFirstPath)
                {
                    return RedirectToAction("Details", "Jobs", new
                    {
                        id = quote.ConvertedToJobId.Value,
                        guidedActivation = AppConstants.GuidedActivation.JobCreatedStep
                    });
                }

                return RedirectToAction("Details", "Jobs", new { id = quote.ConvertedToJobId.Value });
            }

            return RedirectToAction(nameof(Details), new { id });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error creating job from quote {QuoteId}", id);
            TempData["Error"] = "An error occurred while creating a job from this quote.";
            return RedirectToAction(nameof(Details), new { id });
        }
    }

    /// <summary>
    /// Shows the quote delete confirmation page with a summary of the quote's items.
    /// Requires the user to confirm before the actual soft-delete fires via
    /// <see cref="DeleteConfirmed"/>.
    /// </summary>
    public async Task<IActionResult> Delete(int? id)
    {
        if (id == null)
        {
            return NotFound();
        }

        try
        {
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id.Value, false, q => q.QuoteStatus);
            if (quote == null)
            {
                return NotFound();
            }

            // Map to DTO for display
            var quoteDto = _mapper.Map<QuoteDto>(quote);

            // Get customer info if exists
            if (quote.CustomerId.HasValue)
            {
                var customer = await _unitOfWork.Customers.GetByIdAsync(quote.CustomerId.Value);
                if (customer != null)
                {
                    // For commercial customers, use company name; for individuals, use contact name
                    quoteDto.CustomerName = !string.IsNullOrWhiteSpace(customer.CompanyName)
                        ? customer.CompanyName
                        : $"{customer.ContactFirstName} {customer.ContactLastName}".Trim();
                }
            }

            var quoteItems = await _unitOfWork.Quotes.GetItemsWithCoatsAsync(id.Value);
            quoteDto.QuoteItems = _mapper.Map<List<QuoteItemDto>>(quoteItems);

            // Warn on confirmation page if a job is linked
            var linkedJob = await _unitOfWork.Jobs.FirstOrDefaultAsync(j => j.QuoteId == id.Value);
            if (linkedJob != null)
            {
                ViewBag.LinkedJobId = linkedJob.Id;
                ViewBag.LinkedJobNumber = linkedJob.JobNumber;
            }

            return View(quoteDto);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error loading quote for deletion: {QuoteId}", id);
            TempData["Error"] = "An error occurred while loading the quote.";
            return RedirectToAction(nameof(Index));
        }
    }

    /// <summary>
    /// Soft-deletes a quote. Blocked if a job was created from this quote — the quote
    /// is the audit trail for how the job was priced and approved.
    /// </summary>
    [HttpPost, ActionName("Delete")]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> DeleteConfirmed(int id)
    {
        try
        {
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id);
            if (quote == null)
            {
                return NotFound();
            }

            // Block deletion if a job was created from this quote
            var linkedJob = await _unitOfWork.Jobs.FirstOrDefaultAsync(j => j.QuoteId == id);
            if (linkedJob != null)
            {
                this.ToastError($"Quote {quote.QuoteNumber} cannot be deleted because Job {linkedJob.JobNumber} was created from it. Delete the job first, or keep the quote as a record.");
                return RedirectToAction(nameof(Details), new { id });
            }

            var quoteNumber = quote.QuoteNumber;

            await _unitOfWork.Quotes.SoftDeleteAsync(id);
            await _unitOfWork.CompleteAsync();

            this.ToastSuccess($"Quote {quoteNumber} has been deleted.");
            return RedirectToAction(nameof(Index));
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error deleting quote {QuoteId}", id);
            TempData["Error"] = "An error occurred while deleting the quote.";
            return RedirectToAction(nameof(Index));
        }
    }

    /// <summary>
    /// Manually approves a quote on behalf of the customer (internal staff action).
    /// Sets the quote status to Approved and optionally fires the customer notification email.
    /// This is distinct from the customer-facing online approval portal
    /// (<c>QuoteApprovalController</c>) which uses a signed token link sent via email.
    /// After approval, the Details page surfaces a "Convert to Job" button.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> ApproveQuote(int id, bool sendEmail = false)
    {
        try
        {
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id, false, q => q.QuoteStatus);
            if (quote == null)
            {
                TempData["Error"] = "Quote not found.";
                return RedirectToAction(nameof(Index));
            }

            // Check if already approved
            if (quote.QuoteStatus.StatusCode == "APPROVED")
            {
                TempData["Info"] = $"Quote {quote.QuoteNumber} is already approved.";
                return RedirectToAction(nameof(Details), new { id });
            }

            // Store old status for change history
            var oldStatusName = quote.QuoteStatus.DisplayName;

            // Get current user's company
            var currentUser = await _userManager.GetUserAsync(User);

            // Find the Approved status for this company
            var approvedStatus = await _unitOfWork.QuoteStatusLookups.FirstOrDefaultAsync(
                s => s.StatusCode == "APPROVED" && s.CompanyId == currentUser!.CompanyId);

            if (approvedStatus == null)
            {
                TempData["Error"] = "Approved status not found. Please contact support.";
                return RedirectToAction(nameof(Details), new { id });
            }

            // Update quote status
            quote.QuoteStatusId = approvedStatus.Id;
            quote.ApprovedDate = DateTime.UtcNow;
            quote.UpdatedAt = DateTime.UtcNow;

            // If previously declined by customer, clear the decline reason now that it's approved
            if (!string.IsNullOrWhiteSpace(quote.DeclineReason))
                quote.DeclineReason = null;

            await _unitOfWork.Quotes.UpdateAsync(quote);

            // Add change history entry
            var changeHistory = new QuoteChangeHistory
            {
                QuoteId = quote.Id,
                ChangedByUserId = currentUser!.Id,
                ChangedAt = DateTime.UtcNow,
                FieldName = "Status",
                OldValue = oldStatusName,
                NewValue = approvedStatus.DisplayName,
                ChangeDescription = $"Quote approved by {currentUser.FirstName} {currentUser.LastName}",
                CompanyId = quote.CompanyId,
                CreatedAt = DateTime.UtcNow
            };

            await _unitOfWork.QuoteChangeHistories.AddAsync(changeHistory);
            await _unitOfWork.CompleteAsync();

            _logger.LogInformation("Quote {QuoteId} approved by user {UserId}", id, currentUser.Id);

            // Notify customer that quote is approved (only if user opted in)
            if (sendEmail)
            {
                try
                {
                    var quoteForNotify = await _unitOfWork.Quotes.GetByIdAsync(id, false, q => q.Customer);
                    if (quoteForNotify != null)
                        await _notificationService.NotifyQuoteApprovedAsync(quoteForNotify);
                }
                catch (Exception ex)
                {
                    _logger.LogWarning(ex, "Notification failed for quote {Id}", id);
                }

                var approveNotifLog = await _unitOfWork.NotificationLogs.GetLatestForQuoteAsync(id);
                this.SetNotificationResultToast(approveNotifLog);
            }

            // If this is a prospect quote, redirect straight to conversion so the
            // prospect doesn't linger without becoming a customer.
            if (!quote.CustomerId.HasValue)
            {
                this.ToastSuccess($"Quote {quote.QuoteNumber} approved! Convert the prospect/walk-in to a customer below.");
                return RedirectToAction(nameof(ConvertToCustomer), new { id });
            }

            this.ToastSuccess($"Quote {quote.QuoteNumber} has been approved!");
            return RedirectToAction(nameof(Details), new { id });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error approving quote {QuoteId}", id);
            TempData["Error"] = "An error occurred while approving the quote.";
            return RedirectToAction(nameof(Details), new { id });
        }
    }

    /// <summary>
    /// AJAX endpoint that calculates the full pricing breakdown for the quote wizard in real time.
    /// Called by <c>item-wizard.js</c> whenever the user adds/removes items or changes quantities.
    /// Returns a JSON payload that the wizard uses to update all pricing fields without a page reload.
    /// If a named oven (OvenCostId) is selected its rate overrides the default from CompanyOperatingCosts
    /// so the quote reflects the actual oven being scheduled, not the blended average rate.
    /// </summary>
    [HttpPost]
    public async Task<IActionResult> CalculatePricing([FromBody] PricingCalculationRequest request)
    {
        try
        {
            if (request == null)
                return BadRequest(new { error = "Invalid request payload." });

            var currentUser = await _userManager.GetUserAsync(User);
            if (currentUser == null)
            {
                return Unauthorized();
            }

            // Resolve oven rate override from selected oven cost
            decimal? ovenRateOverride = null;
            if (request.OvenCostId.HasValue)
            {
                var ovenCost = await _unitOfWork.OvenCosts.GetByIdAsync(request.OvenCostId.Value);
                if (ovenCost != null && ovenCost.IsActive && ovenCost.CompanyId == currentUser.CompanyId)
                {
                    ovenRateOverride = ovenCost.CostPerHour;
                }
            }

            var pricingResult = await _pricingService.CalculateQuoteTotalsAsync(
                request.Items,
                currentUser.CompanyId,
                request.CustomerId,
                request.TaxPercent,
                request.DiscountType,
                request.DiscountValue,
                request.IsRushJob,
                ovenRateOverride,
                request.OvenBatches,
                request.OvenCycleMinutes
            );

            return Json(pricingResult);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error calculating pricing");
            return StatusCode(500, new { error = "An error occurred while calculating pricing." });
        }
    }

    // Helper method to populate customers dropdown
    /// <summary>
    /// Loads company email notification preferences and stores defaults in ViewBag.
    /// ViewBag.EmailDefaultOnApprove — default checked state for quote-approved emails
    /// </summary>
    private async Task PopulateEmailNotificationDefaultsAsync(int companyId)
    {
        var prefs = (await _unitOfWork.CompanyPreferences.FindAsync(p => p.CompanyId == companyId)).FirstOrDefault();
        var emailOn = prefs?.EmailNotificationsEnabled ?? true;
        ViewBag.EmailDefaultOnApprove = emailOn && (prefs?.NotifyOnQuoteApproval ?? true);
    }

    /// <summary>
    /// Populates all ViewBag data needed to render the Create/Edit quote wizard dropdowns and feature flags.
    /// The <paramref name="fallbackOvenRate"/> is used when no named oven is selected — it comes from
    /// CompanyOperatingCosts. Tax-exempt customer IDs are passed as a JSON set so the wizard's JS can
    /// automatically zero out the TaxPercent field when the user selects an exempt customer, and restore
    /// the company default when they switch back to a taxable customer.
    /// </summary>
    private async Task PopulateDropDownsAsync(int companyId, decimal fallbackOvenRate)
    {
        ViewBag.AiPhotoQuotesEnabled = await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId);
        var (_, quotePhotoMax) = await _subscriptionService.GetQuotePhotoCountAsync(companyId, 0);
        ViewBag.QuotePhotosEnabled = quotePhotoMax != 0; // 0 = feature disabled for this plan

        // Customers
        var customers = await _unitOfWork.Customers.GetAllAsync();
        ViewBag.Customers = customers
            .Select(c => new SelectListItem
            {
                Value = c.Id.ToString(),
                Text = (!string.IsNullOrWhiteSpace(c.CompanyName)
                    ? c.CompanyName
                    : $"{c.ContactFirstName} {c.ContactLastName}".Trim())
                    + (c.IsTaxExempt ? " ★" : "")
            })
            .OrderBy(c => c.Text)
            .ToList();
        // Map used by JS to zero tax when a tax-exempt customer is selected
        ViewBag.CustomerTaxExemptIds = customers
            .Where(c => c.IsTaxExempt)
            .Select(c => c.Id)
            .ToHashSet();
        // Map used by JS to disable the email checkbox when the customer has notifications turned off
        ViewBag.CustomerEmailOptOutIds = customers
            .Where(c => !c.NotifyByEmail)
            .Select(c => c.Id)
            .ToHashSet();
        // Stored separately so views can restore the company default when switching away from an exempt customer
        // (ViewBag.CompanyTaxPercent is set by the calling action if it has access to operatingCosts)
        if (ViewBag.CompanyTaxPercent == null && customers.Any())
        {
            var costs = await _unitOfWork.CompanyOperatingCosts.FindAsync(c => c.CompanyId == companyId);
            ViewBag.CompanyTaxPercent = costs.FirstOrDefault()?.TaxPercent ?? 0;
        }

        // Inventory coatings
        var inventory = await _unitOfWork.InventoryItems.GetAllAsync(false, i => i.InventoryCategory);
        ViewBag.InventoryCoatings = inventory
            .Where(i => i.IsActive && i.InventoryCategory?.IsActive == true && i.InventoryCategory.IsCoating)
            .OrderBy(i => i.InventoryCategory!.DisplayOrder).ThenBy(i => i.ColorName ?? i.Name)
            .Select(i => new
            {
                value = i.Id.ToString(),
                text = $"{i.InventoryCategory!.DisplayName} - {i.Manufacturer ?? "Generic"} - {i.ColorName ?? i.Name} - {i.ColorCode ?? "N/A"} ({i.UnitCost:C4}/unit)",
                coverage = i.CoverageSqFtPerLb ?? 30m,
                efficiency = i.TransferEfficiency ?? 65m,
                unitOfMeasure = i.UnitOfMeasure ?? "lbs",
                categoryName = i.InventoryCategory.DisplayName,
                costPerLb = i.UnitCost,
                colorName = i.ColorName ?? i.Name,
                colorCode = i.ColorCode ?? ""
            }).ToList();

        // Vendors
        var vendors = await _unitOfWork.Vendors.GetAllAsync(false);
        ViewBag.Vendors = vendors
            .Where(s => s.IsActive).OrderBy(s => s.CompanyName)
            .Select(s => new { value = s.Id.ToString(), text = s.CompanyName }).ToList();

        // Catalog items
        var catalogItems = await _unitOfWork.CatalogItems.GetAllAsync(false, i => i.Category, i => i.Category.ParentCategory);
        ViewBag.CatalogItems = catalogItems
            .Where(i => i.IsActive)
            .OrderBy(i => i.Category.DisplayOrder).ThenBy(i => i.DisplayOrder)
            .Select(i => new
            {
                value = i.Id.ToString(),
                text = BuildCatalogItemDisplayText(i),
                categoryName = i.Category.Name,
                price = i.DefaultPrice,
                approxArea = i.ApproximateArea ?? 0m,
                defaultMinutes = i.DefaultEstimatedMinutes ?? 0,
                thumbnailPath = i.ThumbnailPath
            }).ToList();

        // Merchandise items (IsMerchandise = true) — for the sales wizard step
        ViewBag.MerchandiseItems = catalogItems
            .Where(i => i.IsActive && i.IsMerchandise)
            .OrderBy(i => i.Category.Name).ThenBy(i => i.DisplayOrder).ThenBy(i => i.Name)
            .Select(i => new
            {
                id       = i.Id,
                name     = i.Name,
                sku      = i.SKU,
                category = i.Category.Name,
                price    = i.DefaultPrice,
                description = i.Description
            }).ToList();

        // Prep services
        var prepServices = await _unitOfWork.PrepServices.FindAsync(ps => ps.IsActive);
        ViewBag.PrepServices = prepServices.OrderBy(ps => ps.DisplayOrder).ToList();

        // Blast setups for wizard dropdown
        var blastSetups = await _unitOfWork.BlastSetups.FindAsync(b => b.IsActive);
        ViewBag.BlastSetups = blastSetups.OrderBy(b => b.DisplayOrder)
            .Select(b => new { id = b.Id, name = b.Name, derivedRate = ShopCapabilityCalculator.GetBlastRateSqFtPerHour(b), isDefault = b.IsDefault })
            .ToList();

        // Quote statuses
        var quoteStatuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
        ViewBag.QuoteStatuses = new SelectList(
            quoteStatuses.Where(s => s.IsActive).OrderBy(s => s.DisplayOrder), "Id", "DisplayName");

        // Oven costs
        var ovens = await _unitOfWork.OvenCosts.FindAsync(o => o.IsActive && o.CompanyId == companyId);
        var ovenItems = new List<SelectListItem>
        {
            new SelectListItem { Value = "", Text = $"Default rate ({fallbackOvenRate:C2}/hr)" }
        };
        ovenItems.AddRange(ovens.OrderBy(o => o.DisplayOrder).ThenBy(o => o.Label)
            .Select(o => new SelectListItem { Value = o.Id.ToString(), Text = $"{o.Label} ({o.CostPerHour:C2}/hr)" }));
        ViewBag.OvenCosts = ovenItems;
    }

    /// <summary>
    /// Sets ViewBag fields for the measurement unit display (sq ft vs m²) and complexity
    /// surcharge percentages so the wizard can show live unit labels and calculate the
    /// complexity adjustment without a server round-trip.
    /// </summary>
    private async Task SetMeasurementViewBagAsync()
    {
        var useMetric = await _tenantContext.UseMetricSystemAsync();
        ViewBag.UseMetric = useMetric;
        ViewBag.AreaUnit = _measurementService.GetAreaUnitLabel(useMetric);
        ViewBag.CoverageUnit = _measurementService.GetCoverageUnitLabel(useMetric);

        var currentUser = await _userManager.GetUserAsync(User);
        if (currentUser != null)
        {
            var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
            ViewBag.ComplexitySimplePercent    = costs?.ComplexitySimplePercent    ?? 0m;
            ViewBag.ComplexityModeratePercent  = costs?.ComplexityModeratePercent  ?? 5m;
            ViewBag.ComplexityComplexPercent   = costs?.ComplexityComplexPercent   ?? 15m;
            ViewBag.ComplexityExtremePercent   = costs?.ComplexityExtremePercent   ?? 25m;
        }
    }

    /// <summary>
    /// Loads the default payment terms text from CompanyPreferences and the default oven cycle
    /// duration from CompanyOperatingCosts into ViewBag so the wizard can pre-fill those fields.
    /// IgnoreQueryFilters is used so the prefs row is always found even if the tenant filter
    /// would otherwise exclude it in edge-case setups.
    /// </summary>
    private async Task SetDefaultTermsAsync(int companyId)
    {
        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);
        ViewBag.DefaultTerms = prefs?.QtDefaultTerms;

        var costs = await _pricingService.GetOperatingCostsAsync(companyId);
        ViewBag.DefaultOvenCycleMinutes = costs?.DefaultOvenCycleMinutes ?? 45;
    }

    /// <summary>
    /// Populates the pricing tier dropdown for the quote wizard.
    /// Displays each tier as "Tier Name (X% discount)" so the salesperson can see the discount
    /// impact when selecting a tier for a customer.
    /// </summary>
    private async Task PopulatePricingTiersDropDownAsync()
    {
        var pricingTiers = await _unitOfWork.PricingTiers.GetAllAsync();
        ViewBag.PricingTiers = pricingTiers.OrderBy(pt => pt.TierName)
            .Select(pt => new SelectListItem
            {
                Value = pt.Id.ToString(),
                Text = $"{pt.TierName} ({pt.DiscountPercent}% discount)"
            }).ToList();
    }

    /// <summary>
    /// Builds the full hierarchical display label for a catalog item in the wizard dropdown.
    /// Traverses the category tree bottom-up to produce "Category &gt; Subcategory &gt; Item Name [SKU] - $Price".
    /// This lets the user identify the correct item even when multiple items share the same name
    /// but live in different catalog categories.
    /// </summary>
    private string BuildCatalogItemDisplayText(CatalogItem item)
    {
        var categoryPath = new List<string>();
        var currentCategory = item.Category;

        // Build category path from bottom to top
        while (currentCategory != null)
        {
            categoryPath.Insert(0, currentCategory.Name);
            currentCategory = currentCategory.ParentCategory;
        }

        // Format: "Category > Subcategory > Item Name - SKU - $Price"
        var hierarchy = string.Join(" > ", categoryPath);
        var sku = !string.IsNullOrWhiteSpace(item.SKU) ? $" [{item.SKU}]" : "";
        return $"{hierarchy} > {item.Name}{sku} - {item.DefaultPrice:C}";
    }

    /// <summary>
    /// Generates the raw PDF bytes for a quote using QuestPDF. Shared by both the
    /// <see cref="DownloadPdf"/> action and the email-send flow so the PDF is always
    /// built the same way regardless of how it's delivered. Loads the quote, its items,
    /// coats, company branding, and operating costs before calling <see cref="IPdfService"/>.
    /// </summary>
    private async Task<byte[]> BuildQuotePdfAsync(int quoteId, ApplicationUser currentUser)
    {
        var quote = await _unitOfWork.Quotes.GetByIdAsync(quoteId);
        if (quote == null) throw new InvalidOperationException($"Quote {quoteId} not found.");

        var quoteDto = _mapper.Map<QuoteDto>(quote);

        if (quote.CustomerId.HasValue)
        {
            var customer = await _unitOfWork.Customers.GetByIdAsync(quote.CustomerId.Value);
            if (customer != null)
            {
                quoteDto.CustomerCompanyName = customer.CompanyName;
                quoteDto.CustomerContactFirstName = customer.ContactFirstName;
                quoteDto.CustomerContactLastName = customer.ContactLastName;
                quoteDto.CustomerEmail = customer.Email;
                quoteDto.CustomerPhone = customer.Phone;
            }
        }

        var quoteItems = await _unitOfWork.Quotes.GetItemsWithCoatsAsync(quoteId);
        quoteDto.QuoteItems = _mapper.Map<List<QuoteItemDto>>(quoteItems);

        var company = await _unitOfWork.Companies.GetByIdAsync(currentUser.CompanyId);
        if (company == null) throw new InvalidOperationException("Company not found.");

        var companyInfo = new Application.DTOs.Company.CompanyInfoDto
        {
            CompanyName = company.CompanyName,
            Phone = company.Phone,
            Address = company.Address,
            City = company.City,
            State = company.State,
            ZipCode = company.ZipCode,
            PrimaryContactEmail = company.PrimaryContactEmail
        };

        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
            p => p.CompanyId == currentUser.CompanyId && !p.IsDeleted, ignoreQueryFilters: true);

        var template = new Application.DTOs.Company.QuoteTemplateSettingsDto
        {
            AccentColor  = prefs?.QtAccentColor ?? "#374151",
            FooterNote   = prefs?.QtFooterNote,
            DefaultTerms = prefs?.QtDefaultTerms
        };

        return await _pdfService.GenerateQuotePdfAsync(
            quoteDto,
            company.LogoData,
            company.LogoContentType,
            companyInfo,
            template: template);
    }

    /// <summary>
    /// Generates the next sequential quote number in the format PREFIX-YYMM-#### (e.g. QT-2404-0001).
    /// The prefix is taken from CompanyPreferences.QuoteNumberPrefix (defaults to "QT").
    /// IgnoreQueryFilters is used so the query always works regardless of tenant context edge cases.
    /// The sequence resets each month — it's a per-company counter scoped to year+month.
    /// </summary>
    private async Task<string> GenerateQuoteNumberAsync()
    {
        var now = DateTime.UtcNow;
        var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;

        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);

        var quotePrefix = !string.IsNullOrWhiteSpace(prefs?.QuoteNumberPrefix) ? prefs.QuoteNumberPrefix : "QT";
        var prefix = $"{quotePrefix}-{now:yy}{now:MM}";

        // IgnoreQueryFilters so soft-deleted quotes are counted (prevents number reuse)
        var lastQuoteNumber = await _unitOfWork.Quotes.GetLastQuoteNumberByPrefixAsync(companyId, prefix);

        int nextNumber = 1;
        if (lastQuoteNumber != null)
        {
            var lastNumberStr = lastQuoteNumber.Substring(prefix.Length + 1);
            if (int.TryParse(lastNumberStr, out var lastNumber))
                nextNumber = lastNumber + 1;
        }

        _logger.LogInformation("Generated quote number: {QuoteNumber}", $"{prefix}-{nextNumber:D4}");

        return $"{prefix}-{nextNumber:D4}";
    }

    /// <summary>
    /// AJAX endpoint that transitions a quote to a new status without a full page reload.
    /// Used by the status-change dropdown on the Details page. When the new status is "Approved"
    /// the quote is automatically converted to a job via <see cref="CreateJobFromQuote"/> so that
    /// a single click can approve and create the job simultaneously (the auto-approve workflow).
    /// Records a <see cref="QuoteChangeHistory"/> entry for every status change.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> UpdateQuoteStatus([FromBody] UpdateQuoteStatusRequest request)
    {
        try
        {
            // Get quote with items, status, and prep services for job creation
            var quote = await _unitOfWork.Quotes.GetByIdAsync(request.QuoteId, false, q => q.QuoteItems, q => q.QuoteStatus, q => q.QuotePrepServices);
            if (quote == null)
            {
                return Json(new { success = false, message = "Quote not found" });
            }

            // Get new status
            var newStatus = await _unitOfWork.QuoteStatusLookups.GetByIdAsync(request.StatusId);
            if (newStatus == null)
            {
                return Json(new { success = false, message = "Invalid status" });
            }

            var oldStatusCode = quote.QuoteStatus.StatusCode;
            quote.QuoteStatusId = request.StatusId;
            quote.UpdatedAt = DateTime.UtcNow;

            // Set approved date when status changes to Approved
            if (newStatus.StatusCode == "APPROVED" && oldStatusCode != "APPROVED")
            {
                quote.ApprovedDate = DateTime.UtcNow;
            }

            await _unitOfWork.Quotes.UpdateAsync(quote);
            await _unitOfWork.SaveChangesAsync();

            // Auto-create job when quote is approved — guard against double-conversion
            // (race condition: two simultaneous approval calls could both pass the oldStatusCode check)
            if (newStatus.StatusCode == "APPROVED" && oldStatusCode != "APPROVED"
                && !quote.ConvertedToJobId.HasValue)
            {
                try
                {
                    await CreateJobFromQuote(quote);
                }
                catch (Exception jobEx)
                {
                    _logger.LogError(jobEx, "Error creating job from approved quote {QuoteId}", request.QuoteId);
                    // Don't fail the status update if job creation fails
                    return Json(new
                    {
                        success = true,
                        status = newStatus.DisplayName,
                        warning = "Quote approved but job creation failed. Please create the job manually."
                    });
                }
            }

            return Json(new { success = true, status = newStatus.DisplayName });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error updating status for quote {QuoteId}", request.QuoteId);
            return Json(new { success = false, message = "An error occurred while updating the status" });
        }
    }

    /// <summary>
    /// Creates a Job from an approved Quote, copying all line items, coats, prep services,
    /// pricing totals, and the AiPredictionId FK from each QuoteItem to the corresponding JobItem
    /// (no new prediction records are created — they share the same row for reporting purposes).
    /// Runs inside a DB transaction so the job and all its children are committed atomically.
    /// Quote items are always reloaded with full coats/prep-service navigations here, regardless
    /// of what the caller may or may not have loaded — this prevents null-ref bugs when called
    /// from the auto-approve path in UpdateQuoteStatus (which may only have shallow items).
    /// Rush quotes carry their priority through to the job (Rush priority lookup code = "RUSH").
    /// </summary>
    private async Task CreateJobFromQuote(Quote quote)
    {
        _logger.LogInformation("Auto-creating job from approved quote {QuoteId}", quote.Id);

        Job? job = null;
        await _unitOfWork.ExecuteInTransactionAsync(async () =>
        {

        // Always reload quote items with full coat/prep-service data so this works
        // regardless of which caller loaded the quote (some callers don't include coats).
        var fullItems = await _unitOfWork.Quotes.GetItemsWithCoatsAsync(quote.Id);
        // Do NOT assign fullItems to quote.QuoteItems — quote is a tracked entity and assigning
        // no-tracking children (which may share InventoryItem instances) causes EF identity conflicts.

        // Get default job statuses and priorities
        var jobStatuses = await _unitOfWork.JobStatusLookups.GetAllAsync();
        var jobPriorities = await _unitOfWork.JobPriorityLookups.GetAllAsync();
        var approvedStatus = jobStatuses.FirstOrDefault(s => s.StatusCode == "APPROVED");
        var normalPriority = jobPriorities.FirstOrDefault(p => p.PriorityCode == "NORMAL");
        var rushPriority = jobPriorities.FirstOrDefault(p => p.PriorityCode == "RUSH");

        // Use Rush priority if quote is a rush job, otherwise use Normal
        var selectedPriority = quote.IsRushJob && rushPriority != null ? rushPriority : normalPriority;

        job = new Job
        {
            JobNumber = await GenerateJobNumberAsync(),
            CustomerId = quote.CustomerId ?? 0, // Should always have a customer by approval time
            QuoteId = quote.Id,
            OvenCostId = quote.OvenCostId, // Carry oven selection from quote
            Description = quote.Description ?? $"Job from Quote {quote.QuoteNumber}",
            JobStatusId = approvedStatus?.Id ?? 1,
            JobPriorityId = selectedPriority?.Id ?? 1,
            QuotedPrice = quote.Total,
            FinalPrice = quote.Total,
            CustomerPO = quote.CustomerPO,
            InternalNotes = quote.Notes,  // Copy internal notes from quote
            IsCustomerApproved = true,
            IsRushJob = quote.IsRushJob,
            DiscountType = quote.DiscountType,
            DiscountValue = quote.DiscountValue,
            DiscountReason = quote.DiscountReason,
            CompanyId = quote.CompanyId,
            CreatedAt = DateTime.UtcNow,
            QuoteSnapshotUpdatedAt = quote.UpdatedAt ?? quote.CreatedAt
        };

        await _unitOfWork.Jobs.AddAsync(job);
        await _unitOfWork.SaveChangesAsync();

        // Create job items from quote items
        foreach (var quoteItem in fullItems.Where(qi => !qi.IsDeleted))
        {
            // Get first coat's color information if available
            var firstCoat = quoteItem.Coats?.OrderBy(c => c.Sequence).FirstOrDefault();

            var jobItem = new JobItem
            {
                JobId = job.Id,
                Description = quoteItem.Description,
                Quantity = quoteItem.Quantity,
                ColorName = firstCoat?.ColorName,
                ColorCode = firstCoat?.ColorCode,
                Finish = firstCoat?.Finish,
                SurfaceArea = quoteItem.SurfaceAreaSqFt,
                SurfaceAreaSqFt = quoteItem.SurfaceAreaSqFt,
                CatalogItemId = quoteItem.CatalogItemId,
                IsGenericItem = quoteItem.IsGenericItem,
                IsLaborItem = quoteItem.IsLaborItem,
                IsSalesItem = quoteItem.IsSalesItem,
                Sku = quoteItem.Sku,
                ManualUnitPrice = quoteItem.ManualUnitPrice,
                PowderCostOverride = quoteItem.PowderCostOverride,
                UnitPrice = quoteItem.UnitPrice,
                TotalPrice = quoteItem.TotalPrice,
                LaborCost = quoteItem.TotalPrice * 0.4m, // Estimated 40% labor cost
                RequiresSandblasting = quoteItem.RequiresSandblasting,
                RequiresMasking = quoteItem.RequiresMasking,
                EstimatedMinutes = quoteItem.EstimatedMinutes,
                Notes = quoteItem.Notes,
                Complexity = quoteItem.Complexity,
                AiTags = quoteItem.AiTags,
                AiPredictionId = quoteItem.AiPredictionId,  // Share the same prediction record — no duplication
                // Catalog items are fixed-price — prep services must not add labor cost to them.
                // Non-catalog items default to true so prep service labor is included in the calculated price.
                IncludePrepCost = !quoteItem.CatalogItemId.HasValue,
                CompanyId = quote.CompanyId,
                CreatedAt = DateTime.UtcNow
            };


            await _unitOfWork.JobItems.AddAsync(jobItem);
            await _unitOfWork.SaveChangesAsync(); // Save JobItem first to get its ID

            // Create JobItemCoat records for all coats from quote
            if (quoteItem.Coats != null && quoteItem.Coats.Any())
            {
                foreach (var quoteCoat in quoteItem.Coats.OrderBy(c => c.Sequence))
                {
                    // Get color info from inventory item if available, otherwise use coat fields
                    string colorName = quoteCoat.ColorName;
                    string colorCode = quoteCoat.ColorCode;
                    string finish = quoteCoat.Finish;

                    if (quoteCoat.InventoryItemId.HasValue && quoteCoat.InventoryItem != null)
                    {
                        // Use inventory item information (takes precedence)
                        colorName = quoteCoat.InventoryItem.Name;
                        colorCode = quoteCoat.InventoryItem.ColorCode;
                        finish = quoteCoat.InventoryItem.Finish;
                    }

                    // Calculate PowderToOrder if not already stored on the quote coat
                    var cov = quoteCoat.CoverageSqFtPerLb > 0 ? quoteCoat.CoverageSqFtPerLb : 30m;
                    var eff = quoteCoat.TransferEfficiency > 0 ? quoteCoat.TransferEfficiency / 100m : 0.65m;
                    var powderToOrder = (quoteCoat.PowderToOrder > 0)
                        ? quoteCoat.PowderToOrder
                        : (quoteItem.SurfaceAreaSqFt > 0
                            ? Math.Round((quoteItem.SurfaceAreaSqFt * quoteItem.Quantity) / (cov * eff), 2)
                            : (decimal?)null);

                    var jobCoat = new JobItemCoat
                    {
                        JobItemId = jobItem.Id,
                        CoatName = quoteCoat.CoatName,
                        Sequence = quoteCoat.Sequence,
                        InventoryItemId = quoteCoat.InventoryItemId,
                        ColorName = colorName,
                        VendorId = quoteCoat.VendorId,
                        ColorCode = colorCode,
                        Finish = finish,
                        CoverageSqFtPerLb = quoteCoat.CoverageSqFtPerLb,
                        TransferEfficiency = quoteCoat.TransferEfficiency,
                        PowderCostPerLb = quoteCoat.PowderCostPerLb,
                        PowderToOrder = powderToOrder,
                        Notes = quoteCoat.Notes,
                        CompanyId = quote.CompanyId,
                        CreatedAt = DateTime.UtcNow
                    };

                    await _unitOfWork.JobItemCoats.AddAsync(jobCoat);
                    _logger.LogInformation("Created JobItemCoat '{CoatName}' (Sequence {Seq}) - Color: {Color} ({Code})",
                        jobCoat.CoatName, jobCoat.Sequence, colorName ?? "N/A", colorCode ?? "N/A");
                }
            }
        }

        await _unitOfWork.SaveChangesAsync();

        // Aggregate unique prep services from all quote items and copy to job
        // Load from DB directly to ensure prep services are available regardless of caller's includes
        var quoteItemIds = fullItems.Select(qi => qi.Id).ToList();
        var itemPrepServices = (await _unitOfWork.QuoteItemPrepServices.FindAsync(
            ps => quoteItemIds.Contains(ps.QuoteItemId))).ToList();
        var uniquePrepServiceIds = itemPrepServices
            .Select(ps => ps.PrepServiceId)
            .Distinct()
            .ToList();

        if (uniquePrepServiceIds.Any())
        {
            foreach (var prepServiceId in uniquePrepServiceIds)
            {
                await _unitOfWork.JobPrepServices.AddAsync(new JobPrepService
                {
                    JobId = job.Id,
                    PrepServiceId = prepServiceId,
                    CompanyId = quote.CompanyId,
                    CreatedAt = DateTime.UtcNow
                });
            }
            await _unitOfWork.SaveChangesAsync();
            _logger.LogInformation("Copied {Count} unique prep services to job {JobNumber}",
                uniquePrepServiceIds.Count, job.JobNumber);
        }

        // Update quote to track the conversion
        quote.ConvertedToJobId = job.Id;
        quote.ConvertedDate = DateTime.UtcNow;
        await _unitOfWork.SaveChangesAsync();

        // Copy all quote photos to job (leave originals on the quote)
        // AI analysis photos are copied with IsAiAnalysisPhoto=true so they don't count against subscription limits
        try
        {
            var quotePhotos = (await _unitOfWork.QuotePhotos.FindAsync(
                p => p.QuoteId == quote.Id && !p.IsDeleted, ignoreQueryFilters: true)).ToList();

            foreach (var qp in quotePhotos)
            {
                var (readOk, photoBytes, _) = await _photoService.ReadPhotoAsync(qp.FilePath);
                if (!readOk || photoBytes.Length == 0) continue;

                using var ms = new MemoryStream(photoBytes);
                var formFile = new FormFile(ms, 0, photoBytes.Length, "photo", qp.FileName)
                {
                    Headers = new HeaderDictionary(),
                    ContentType = qp.ContentType
                };

                var caption = qp.IsAiAnalysisPhoto ? "AI Quote Photo" : "Quote Photo";
                var (saved, jobPhotoPath, _) = await _jobPhotoService.SaveJobPhotoAsync(
                    formFile, job.Id, quote.CompanyId, caption, JobPhotoType.Before);

                if (saved)
                {
                    await _unitOfWork.JobPhotos.AddAsync(new JobPhoto
                    {
                        JobId = job.Id,
                        CompanyId = quote.CompanyId,
                        FilePath = jobPhotoPath,
                        FileName = qp.FileName,
                        FileSize = qp.FileSize,
                        ContentType = qp.ContentType,
                        Caption = caption,
                        PhotoType = JobPhotoType.Before,
                        IsAiAnalysisPhoto = qp.IsAiAnalysisPhoto,
                        UploadedById = qp.UploadedById ?? string.Empty,
                        CreatedAt = DateTime.UtcNow
                    });
                }
            }
            await _unitOfWork.SaveChangesAsync();
        }
        catch (Exception photoEx)
        {
            _logger.LogWarning(photoEx, "Failed to copy quote photos to job {JobNumber} (non-fatal)", job.JobNumber);
        }

        }); // end ExecuteInTransactionAsync

        _logger.LogInformation("Successfully created job {JobNumber} from quote {QuoteNumber}",
            job.JobNumber, quote.QuoteNumber);
    }

    /// <summary>
    /// Generates the next sequential job number in the format PREFIX-YYMM-#### (e.g. JOB-2404-0001).
    /// Mirrors <see cref="GenerateQuoteNumberAsync"/> but uses the JobNumberPrefix preference.
    /// Called from <see cref="CreateJobFromQuote"/> so the job number is assigned at conversion time.
    /// </summary>
    private async Task<string> GenerateJobNumberAsync()
    {
        var year = DateTime.Now.Year.ToString().Substring(2);
        var month = DateTime.Now.Month.ToString("D2");
        var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;

        var prefs = await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(
            p => p.CompanyId == companyId && !p.IsDeleted, ignoreQueryFilters: true);

        var jobPrefix = !string.IsNullOrWhiteSpace(prefs?.JobNumberPrefix) ? prefs.JobNumberPrefix : "JOB";
        var prefix = $"{jobPrefix}-{year}{month}";

        // IgnoreQueryFilters so soft-deleted jobs are counted (prevents number reuse)
        var lastJobNumber = await _unitOfWork.Jobs.GetLastJobNumberByPrefixAsync(companyId, prefix);

        int nextNumber = 1;
        if (lastJobNumber != null)
        {
            var lastNumberStr = lastJobNumber.Substring(prefix.Length + 1);
            if (int.TryParse(lastNumberStr, out int lastNumber))
                nextNumber = lastNumber + 1;
        }

        return $"{prefix}-{nextNumber:D4}";
    }

    /// <summary>
    /// AJAX endpoint that emails the quote PDF to the customer (or prospect).
    /// Attaches the PDF generated by <see cref="BuildQuotePdfAsync"/> and records the
    /// notification in <see cref="NotificationLog"/> so the Notifications Sent page can
    /// show delivery history. Works for both linked customers and prospect quotes
    /// (falls back to ProspectEmail when no CustomerId is set).
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> ResendQuote(int id)
    {
        try
        {
            var quote = await _unitOfWork.Quotes.GetByIdAsync(id, false, q => q.Customer, q => q.QuoteStatus);
            if (quote == null)
                return Json(new { success = false, message = "Quote not found." });

            // Determine recipient for feedback message
            string? recipientEmail = quote.CustomerId.HasValue
                ? quote.Customer?.Email
                : quote.ProspectEmail;

            string recipientName = quote.CustomerId.HasValue && quote.Customer != null
                ? (!string.IsNullOrWhiteSpace(quote.Customer.CompanyName)
                    ? quote.Customer.CompanyName
                    : $"{quote.Customer.ContactFirstName} {quote.Customer.ContactLastName}".Trim())
                : (!string.IsNullOrWhiteSpace(quote.ProspectContactName) ? quote.ProspectContactName
                   : quote.ProspectCompanyName ?? "Prospect");

            if (string.IsNullOrWhiteSpace(recipientEmail))
                return Json(new { success = false, message = "No email address on file for this quote's recipient." });

            var currentUser = await _userManager.GetUserAsync(User);

            // Generate PDF attachment
            byte[]? pdfBytes = null;
            string? pdfFilename = null;
            try
            {
                pdfBytes = await BuildQuotePdfAsync(id, currentUser);
                pdfFilename = $"Quote-{quote.QuoteNumber}.pdf";
            }
            catch (Exception pdfEx)
            {
                _logger.LogWarning(pdfEx, "PDF generation failed for resend of quote {Id}; sending without attachment", id);
            }

            // Regenerate approval token (invalidates old link)
            var resendTokenBytes = System.Security.Cryptography.RandomNumberGenerator.GetBytes(32);
            quote.ApprovalToken = Convert.ToBase64String(resendTokenBytes)
                .Replace('+', '-').Replace('/', '_').TrimEnd('=');
            quote.ApprovalTokenExpiresAt = DateTime.UtcNow.AddDays(
                int.TryParse(await _platformSettings.GetAsync(PlatformSettingKeys.QuoteApprovalTokenDays), out var tokenDays) ? tokenDays : 30);
            quote.ApprovalTokenUsedAt = null;
            await _unitOfWork.Quotes.UpdateAsync(quote);
            await _unitOfWork.CompleteAsync();

            await _notificationService.NotifyQuoteSentAsync(quote, pdfBytes, pdfFilename);

            // Check the most recent log entry to get actual send status
            var latestLog = await _unitOfWork.NotificationLogs.GetLatestForQuoteAsync(id);

            if (latestLog?.Status == NotificationStatus.Failed)
                return Json(new { success = false, message = $"Email delivery failed: {latestLog.ErrorMessage}" });

            if (latestLog?.Status == NotificationStatus.Skipped)
                return Json(new { success = false, message = $"{recipientName} has email notifications disabled or no email address on file." });

            return Json(new { success = true, message = $"Quote sent to {recipientName} ({recipientEmail})." });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error resending quote {QuoteId}", id);
            return Json(new { success = false, message = "An unexpected error occurred. Please try again." });
        }
    }

    /// <summary>
    /// Returns the notification delivery history for a quote as a JSON array.
    /// Used by the "Notifications Sent" tab on the Details page to show which emails/SMS
    /// were sent, when, and whether they succeeded. IgnoreQueryFilters is used so SuperAdmins
    /// viewing cross-tenant quotes can also see the log.
    /// </summary>
    [HttpGet]
    public async Task<IActionResult> NotificationsSent(int id)
    {
        var tz = ViewBag.CompanyTimeZone as string;
        var rawLogs = await _unitOfWork.NotificationLogs.GetAllForQuoteAsync(id);
        var logs = rawLogs.Select(n => new { n.Id, Channel = n.Channel.ToString(), Type = n.NotificationType.ToString(),
            Status = n.Status.ToString(), n.RecipientName, n.Recipient, n.Subject, n.ErrorMessage,
            SentAt = n.SentAt.Tz(tz).ToString("MMM d, yyyy h:mm tt") });
        return Json(logs);
    }

    // ── AI Photo Quote Endpoints ────────────────────────────────────────────────

    /// <summary>Serve a quote photo by ID (photos are stored outside wwwroot).</summary>
    [HttpGet]
    public async Task<IActionResult> Photo(int id)
    {
        var photo = await _unitOfWork.QuotePhotos.GetByIdAsync(id);
        if (photo == null) return NotFound();

        var (success, data, contentType) = await _photoService.ReadPhotoAsync(photo.FilePath);
        if (!success) return NotFound();

        return File(data, contentType);
    }

    /// <summary>
    /// Uploads a single photo to temporary storage as part of the AI Photo Quote wizard flow.
    /// Photos are saved to <c>media/temp/{tempId}/</c> and are NOT yet linked to any quote —
    /// they are promoted to a permanent path in the Create POST via <see cref="IQuotePhotoService"/>.
    /// This two-phase approach allows the wizard to accept photos before a quote ID exists.
    /// Returns a tempId that the JS wizard tracks and submits as AiPhotoTempIds[] on form submit.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    [EnableRateLimiting(AppConstants.RateLimitPolicies.Ai)]
    public async Task<IActionResult> UploadAiPhoto(IFormFile? file)
    {
        if (file == null || file.Length == 0)
            return Json(new { success = false, error = "No file provided." });

        var user = await _userManager.GetUserAsync(User);
        var companyId = user?.CompanyId ?? 0;

        if (!await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId))
            return Json(new { success = false, error = "AI Photo Quotes are not available for your subscription. Contact your administrator." });

        var (success, tempId, _, error) = await _photoService.SaveTempPhotoAsync(file, companyId);
        if (!success)
            return Json(new { success = false, error });

        return Json(new
        {
            success = true,
            tempId,
            fileName = file.FileName,
            fileSize = file.Length,
            fileSizeDisplay = FormatFileSize(file.Length)
        });
    }

    /// <summary>
    /// AJAX endpoint that sends uploaded photos to Anthropic Claude Sonnet 4.6 for analysis
    /// and returns a structured estimate (surface area, complexity, estimated minutes, confidence).
    /// Enforces the monthly AI Photo Quote usage limit before calling the API.
    /// Up to 2 follow-up conversation rounds are supported — each round sends the previous messages
    /// and the user's clarification back to Claude so it can refine its estimate.
    /// On the final accepted result, saves an <see cref="AiItemPrediction"/> row for ML benchmarking
    /// and accuracy reporting. Injects company AI profile context via <see cref="BuildCompanyAiContextAsync"/>
    /// so the model's estimates are calibrated to this company's pricing and material usage patterns.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    [EnableRateLimiting(AppConstants.RateLimitPolicies.Ai)]
    public async Task<IActionResult> AiAnalyzeItem([FromBody] AiAnalyzeItemRequest request)
    {
        try
        {
            var user = await _userManager.GetUserAsync(User);
            var companyId = user?.CompanyId ?? 0;

            if (!await _subscriptionService.CanUseAiPhotoQuoteAsync(companyId))
            {
                var (used, max) = await _subscriptionService.GetAiPhotoQuoteUsageAsync(companyId);
                var limitMsg = max == 0
                    ? "AI Photo Quotes are not enabled for your account."
                    : $"You have reached your monthly AI Photo Quote limit ({used}/{max}). Resets on the 1st of next month.";
                return Json(new AiAnalyzeItemResult { Success = false, ErrorMessage = limitMsg });
            }
            request.CompanyId = companyId;

            // Read temp photos from blob storage
            var photos = new List<(byte[] Data, string ContentType, string FileName)>();
            foreach (var rawTempId in request.PhotoTempIds)
            {
                // Validate tempId is a well-formed GUID to prevent path traversal
                if (!Guid.TryParse(rawTempId, out var tempGuid)) continue;
                var tempId = tempGuid.ToString("N"); // match the N-format used when saving
                var tempPhotos = await _photoService.ReadTempPhotosAsync(tempId);
                photos.AddRange(tempPhotos);
            }

            if (photos.Count == 0)
                return Json(new AiAnalyzeItemResult { Success = false, ErrorMessage = "No photos found. Please upload at least one photo." });

            var costs = await _pricingService.GetOperatingCostsAsync(companyId);
            if (costs == null)
                return Json(new AiAnalyzeItemResult { Success = false, ErrorMessage = "Company operating costs not configured." });

            // Average powder cost from inventory (fallback $8/lb)
            decimal avgPowderCost;
            try
            {
                var powders = await _unitOfWork.InventoryItems.FindAsync(i =>
                    i.Category != null && i.Category.ToLower().Contains("powder") && i.UnitCost > 0);
                avgPowderCost = powders.Any() ? powders.Average(p => p.UnitCost) : 8m;
            }
            catch
            {
                avgPowderCost = 8m; // fallback if query fails
            }

            // Build company AI context: profile text + recent accepted predictions as few-shot examples
            var aiContext = await BuildCompanyAiContextAsync(companyId, costs);

            // Load the specific blast setup when the user picked one before analyzing
            CompanyBlastSetup? selectedBlastSetup = null;
            if (request.BlastSetupId.HasValue)
            {
                var setups = await _unitOfWork.BlastSetups.FindAsync(b => b.Id == request.BlastSetupId.Value && b.IsActive);
                selectedBlastSetup = setups.FirstOrDefault();
            }

            var result = await _aiService.AnalyzeItemAsync(request, photos, costs, avgPowderCost, aiContext, selectedBlastSetup);
            await _usageLogger.LogAsync(companyId, user?.Id ?? "", AppConstants.AiFeatures.PhotoQuote, result.Success, photos.Sum(p => p.Data.Length));

            // Attach historical price benchmark if we got a valid result
            if (result.Success && !result.NeedsFollowUp)
            {
                try { result.Benchmark = await BuildBenchmarkAsync(result.Complexity, result.SurfaceAreaSqFt); }
                catch (Exception bmEx) { _logger.LogWarning(bmEx, "Failed to build AI benchmark (non-fatal)"); }

                // Persist the raw AI prediction for future reporting (prediction vs actual)
                // Best-effort: a DB failure here must not hide the AI result from the user
                try
                {
                    var prediction = new AiItemPrediction
                    {
                        CompanyId = companyId,
                        PredictedSurfaceAreaSqFt = result.SurfaceAreaSqFt,
                        PredictedMinutes = result.EstimatedMinutes,
                        PredictedComplexity = result.Complexity,
                        PredictedUnitPrice = result.EstimatedUnitPrice,
                        Confidence = result.Confidence,
                        Reasoning = result.AiReasoning,
                        AiTags = result.Tags.Count > 0 ? string.Join(",", result.Tags) : null,
                        ConversationRounds = (request.ConversationHistory?.Count(t => t.Role == "user") ?? 0) + 1
                    };
                    await _unitOfWork.AiItemPredictions.AddAsync(prediction);
                    await _unitOfWork.CompleteAsync();
                    result.AiPredictionId = prediction.Id;
                }
                catch (Exception predEx)
                {
                    _logger.LogWarning(predEx, "Failed to save AI prediction record (non-fatal) — result still returned to user");
                }
            }

            return Json(result);
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error in AiAnalyzeItem");
            return Json(new AiAnalyzeItemResult { Success = false, ErrorMessage = "An error occurred during AI analysis. Please try again." });
        }
    }

    /// <summary>
    /// Recalculates an AI item unit price when the user overrides sq ft, minutes, or complexity.
    /// Runs the same pricing formula as the initial analysis but server-side, so no rates or
    /// percentages are ever sent to the client.
    /// </summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    [EnableRateLimiting(AppConstants.RateLimitPolicies.Ai)]
    public async Task<IActionResult> AiRecalcPrice([FromBody] AiRecalcPriceRequest request)
    {
        try
        {
            var user = await _userManager.GetUserAsync(User);
            var companyId = user?.CompanyId ?? 0;

            var costs = await _pricingService.GetOperatingCostsAsync(companyId);
            if (costs == null)
                return Json(new AiRecalcPriceResult { Success = false });

            decimal avgPowderCost;
            try
            {
                var powders = await _unitOfWork.InventoryItems.FindAsync(i =>
                    i.Category != null && i.Category.ToLower().Contains("powder") && i.UnitCost > 0);
                avgPowderCost = powders.Any() ? powders.Average(p => p.UnitCost) : 8m;
            }
            catch { avgPowderCost = 8m; }

            var (unitPrice, breakdown) = ComputeAiPricePreview(request, costs, avgPowderCost);
            return Json(new AiRecalcPriceResult { Success = true, UnitPrice = unitPrice, Breakdown = breakdown });
        }
        catch (Exception ex)
        {
            _logger.LogError(ex, "Error in AiRecalcPrice");
            return Json(new AiRecalcPriceResult { Success = false });
        }
    }

    /// <summary>
    /// Pricing formula shared by AiRecalcPrice and (indirectly) the initial AI analysis.
    /// Accepts per-item inputs and returns a unit price with a display-safe breakdown.
    /// Preheat and material-floor logic are excluded — only apply on the initial AI pass.
    /// </summary>
    private static (decimal UnitPrice, AiPricingBreakdown Breakdown) ComputeAiPricePreview(
        AiRecalcPriceRequest request, CompanyOperatingCosts costs, decimal avgPowderCostPerLb)
    {
        const decimal defaultCoverage   = 30m;
        const decimal defaultEfficiency = 0.65m;

        var lbsPerCoat           = request.SurfaceAreaSqFt > 0
                                    ? request.SurfaceAreaSqFt / (defaultCoverage * defaultEfficiency) : 0m;
        var materialCost         = lbsPerCoat * request.CoatCount * avgPowderCostPerLb;
        var consumablesSurcharge = materialCost * 0.05m;
        var laborCost            = (request.EstimatedMinutes / 60m) * costs.StandardLaborRate;
        var materialWithMarkup   = (materialCost + consumablesSurcharge) * (1 + costs.GeneralMarkupPercentage / 100m);
        var subtotal             = materialWithMarkup + laborCost;

        var complexityPct = request.Complexity switch
        {
            "Simple"   => costs.ComplexitySimplePercent   / 100m,
            "Moderate" => costs.ComplexityModeratePercent / 100m,
            "Complex"  => costs.ComplexityComplexPercent  / 100m,
            "Extreme"  => costs.ComplexityExtremePercent  / 100m,
            _          => 0m
        };
        var complexityCharge = subtotal * complexityPct;
        subtotal += complexityCharge;

        if (subtotal < costs.ShopMinimumCharge && costs.ShopMinimumCharge > 0)
            subtotal = costs.ShopMinimumCharge;

        var unitPrice    = Math.Max(0, Math.Round(subtotal, 2));
        var markupAmount = (materialCost + consumablesSurcharge) * (costs.GeneralMarkupPercentage / 100m);
        var ovenMinutes  = costs.DefaultOvenCycleMinutes > 0 ? costs.DefaultOvenCycleMinutes : 45;

        var breakdown = new AiPricingBreakdown
        {
            SurfaceAreaSqFt          = Math.Round(request.SurfaceAreaSqFt, 2),
            PowderLbsPerCoat         = Math.Round(lbsPerCoat, 3),
            CoatCount                = request.CoatCount,
            MaterialCost             = Math.Round(materialCost, 2),
            ConsumablesCost          = Math.Round(consumablesSurcharge, 2),
            EstimatedMinutes         = request.EstimatedMinutes,
            LaborCost                = Math.Round(laborCost, 2),
            OvenCycleMinutes         = ovenMinutes,
            OvenCost                 = 0m,
            SubtotalBeforeComplexity = Math.Round(materialWithMarkup + laborCost, 2),
            Complexity               = request.Complexity,
            ComplexityCharge         = Math.Round(complexityCharge, 2),
            SubtotalBeforeMarkup     = Math.Round(materialWithMarkup + laborCost, 2),
            MarkupAmount             = Math.Round(markupAmount, 2),
            UnitPrice                = unitPrice,
        };

        return (unitPrice, breakdown);
    }

    /// <summary>
    /// Builds the per-company AI context passed to the AI quote service on every analysis call.
    /// Combines the company's free-text AI profile with recent accepted predictions as few-shot examples.
    /// Both layers are optional — the service degrades gracefully when either is absent.
    /// </summary>
    private async Task<CompanyAiContext?> BuildCompanyAiContextAsync(int companyId, CompanyOperatingCosts costs)
    {
        try
        {
            var context = new CompanyAiContext
            {
                ProfileText = costs.AiContextProfile
            };

            // Pull recent accepted predictions (user didn't override) as few-shot calibration examples
            var allPredictions = await _unitOfWork.AiItemPredictions.FindAsync(
                p => !p.UserOverrodeEstimate && p.PredictedSurfaceAreaSqFt > 0 && p.PredictedUnitPrice > 0);

            context.AcceptedExamples = allPredictions
                .OrderByDescending(p => p.CreatedAt)
                .Take(8)
                .Select(p => new AiFewShotExample
                {
                    Description = p.Reasoning?.Split('.').FirstOrDefault()?.Trim() ?? "Item",
                    SurfaceAreaSqFt = p.PredictedSurfaceAreaSqFt,
                    Complexity = p.PredictedComplexity,
                    EstimatedMinutes = p.PredictedMinutes,
                    FinalUnitPrice = p.PredictedUnitPrice,
                    Tags = p.AiTags
                })
                .ToList();

            return context;
        }
        catch (Exception ex)
        {
            _logger.LogWarning(ex, "Failed to build company AI context (non-fatal) — proceeding without context");
            return null;
        }
    }

    /// <summary>
    /// After pricing is determined for an AI item, update the prediction record to flag whether
    /// the user changed the AI's estimated surface area or unit price before accepting.
    /// This data powers the "AI accuracy" reporting queries.
    /// </summary>
    private async Task UpdateAiPredictionOverrideAsync(CreateQuoteItemDto itemDto, decimal finalUnitPrice)
    {
        if (!itemDto.AiPredictionId.HasValue) return;

        var prediction = await _unitOfWork.AiItemPredictions.GetByIdAsync(itemDto.AiPredictionId.Value);
        if (prediction == null) return;

        var sqftDiff  = Math.Abs(prediction.PredictedSurfaceAreaSqFt - itemDto.SurfaceAreaSqFt);
        var priceDiff = Math.Abs(prediction.PredictedUnitPrice - finalUnitPrice);
        prediction.UserOverrodeEstimate = sqftDiff > 0.01m || priceDiff > 0.01m;
        prediction.UpdatedAt = DateTime.UtcNow;
        // Change is tracked by EF; will be persisted on the next CompleteAsync()
    }

    /// <summary>
    /// Builds a benchmark summary comparing the AI's estimate to historical completed jobs of
    /// similar complexity and surface area (±60% sqft range). The benchmark is displayed
    /// alongside the AI result so the user can gauge how reasonable the estimate is.
    /// Returns null when there is insufficient historical data (fewer than 2 comparable jobs).
    /// </summary>
    private async Task<AiBenchmarkResult?> BuildBenchmarkAsync(string complexity, decimal sqFt)
    {
        try
        {
            var sqFtMin = sqFt * 0.4m;
            var sqFtMax = sqFt * 2.5m;

            var matches = await _unitOfWork.JobItems.FindAsync(
                ji => ji.Complexity == complexity
                   && ji.SurfaceAreaSqFt >= sqFtMin
                   && ji.SurfaceAreaSqFt <= sqFtMax
                   && ji.UnitPrice > 0
                   && !ji.IsLaborItem);

            var jobIds = matches.Select(ji => ji.JobId).Distinct().ToList();
            var completedStatusIds = (await _unitOfWork.JobStatusLookups.FindAsync(
                s => s.StatusCode == "COMPLETED" || s.StatusCode == "DELIVERED"))
                .Select(s => s.Id).ToHashSet();
            var completedJobs = await _unitOfWork.Jobs.FindAsync(
                j => jobIds.Contains(j.Id) && completedStatusIds.Contains(j.JobStatusId));
            var completedJobIds = completedJobs.Select(j => j.Id).ToHashSet();
            var completed = matches.Where(ji => completedJobIds.Contains(ji.JobId)).ToList();

            if (completed.Count == 0) return null;

            return new AiBenchmarkResult
            {
                MatchCount   = completed.Count,
                MinPrice     = completed.Min(ji => ji.UnitPrice),
                MaxPrice     = completed.Max(ji => ji.UnitPrice),
                AvgPrice     = completed.Average(ji => ji.UnitPrice),
                ComplexityLevel = complexity,
                SqFtRangeMin = sqFtMin,
                SqFtRangeMax = sqFtMax
            };
        }
        catch
        {
            return null; // benchmark is optional — never block the analysis
        }
    }

    private static string FormatFileSize(long bytes)
    {
        if (bytes < 1024) return $"{bytes} B";
        if (bytes < 1024 * 1024) return $"{bytes / 1024.0:F1} KB";
        return $"{bytes / (1024.0 * 1024):F1} MB";
    }

    /// <summary>
    /// Formats discount details as a human-readable string for the change history log.
    /// Returns "None" when no discount is applied, or "X% off (Reason: ...)" / "$X off (Reason: ...)"
    /// depending on the discount type, so the history entry is self-explanatory.
    /// </summary>
    private string FormatDiscountForHistory(DiscountType discountType, decimal discountValue, string? discountReason)
    {
        if (discountType == DiscountType.None || discountValue == 0)
        {
            return "None";
        }

        var discountText = discountType == DiscountType.Percentage
            ? $"{discountValue:N2}% off"
            : $"{discountValue:C} off";

        if (!string.IsNullOrWhiteSpace(discountReason))
        {
            discountText += $" (Reason: {discountReason})";
        }

        return discountText;
    }

    // ─── Quote Photo Actions ────────────────────────────────────────────────

    /// <summary>Temp upload for Create page (no quoteId yet).</summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> UploadQuotePhotoTemp(IFormFile? file)
    {
        if (file == null || file.Length == 0)
            return Json(new { success = false, error = "No file provided." });

        var user = await _userManager.GetUserAsync(User);
        var companyId = user?.CompanyId ?? 0;

        var (success, tempId, _, error) = await _photoService.SaveTempPhotoAsync(file, companyId);
        if (!success)
            return Json(new { success = false, error });

        return Json(new
        {
            success = true,
            tempId,
            fileName = file.FileName,
            fileSize = file.Length,
            fileSizeDisplay = FormatFileSize(file.Length)
        });
    }

    /// <summary>Direct upload for Edit/Details pages (quoteId known).</summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> UploadQuotePhoto(int quoteId, IFormFile? file)
    {
        if (file == null || file.Length == 0)
            return Json(new { success = false, error = "No file provided." });

        var user = await _userManager.GetUserAsync(User);
        if (user == null) return Json(new { success = false, error = "Not authenticated." });
        var companyId = user.CompanyId;

        var quote = await _unitOfWork.Quotes.GetByIdAsync(quoteId);
        if (quote == null || quote.CompanyId != companyId)
            return Json(new { success = false, error = "Quote not found." });

        if (!await _subscriptionService.CanAddQuotePhotoAsync(companyId, quoteId))
        {
            var (used, max) = await _subscriptionService.GetQuotePhotoCountAsync(companyId, quoteId);
            return Json(new { success = false, error = $"Photo limit reached ({used}/{max}). Upgrade your plan to add more photos." });
        }

        var (success, tempId, _, error) = await _photoService.SaveTempPhotoAsync(file, companyId);
        if (!success)
            return Json(new { success = false, error });

        var (promoted, photoPath, promoteError) = await _photoService.PromoteTempPhotoAsync(tempId, quoteId, companyId);
        if (!promoted)
            return Json(new { success = false, error = promoteError });

        var ext = Path.GetExtension(photoPath).ToLowerInvariant();
        var ct = ext switch { ".jpg" or ".jpeg" => "image/jpeg", ".png" => "image/png", ".gif" => "image/gif", ".webp" => "image/webp", _ => "application/octet-stream" };

        var photoEntity = new QuotePhoto
        {
            QuoteId = quoteId,
            CompanyId = companyId,
            TempId = tempId,
            FilePath = photoPath,
            FileName = file.FileName,
            FileSize = file.Length,
            ContentType = ct,
            IsAiAnalysisPhoto = false,
            UploadedById = user.Id,
            CreatedAt = DateTime.UtcNow
        };
        await _unitOfWork.QuotePhotos.AddAsync(photoEntity);
        await _unitOfWork.CompleteAsync();

        return Json(new
        {
            success = true,
            id = photoEntity.Id,
            fileName = photoEntity.FileName,
            fileSizeDisplay = FormatFileSize(photoEntity.FileSize),
            url = Url.Action("Photo", "Quotes", new { id = photoEntity.Id })
        });
    }

    /// <summary>Returns JSON list of all photos for a quote (AJAX).</summary>
    [HttpGet]
    public async Task<IActionResult> GetQuotePhotos(int quoteId)
    {
        var user = await _userManager.GetUserAsync(User);
        if (user == null) return Json(new { success = false });
        var companyId = user.CompanyId;

        var quote = await _unitOfWork.Quotes.GetByIdAsync(quoteId);
        if (quote == null || quote.CompanyId != companyId)
            return Json(new { success = false });

        var photos = await _unitOfWork.QuotePhotos.FindAsync(p => p.QuoteId == quoteId);
        var result = photos.OrderBy(p => p.CreatedAt).Select(p => new
        {
            id = p.Id,
            fileName = p.FileName,
            fileSizeDisplay = FormatFileSize(p.FileSize),
            isAiPhoto = p.IsAiAnalysisPhoto,
            url = Url.Action("Photo", "Quotes", new { id = p.Id })
        });

        return Json(new { success = true, photos = result });
    }

    /// <summary>Deletes a quote photo (non-AI only).</summary>
    [HttpPost]
    [ValidateAntiForgeryToken]
    public async Task<IActionResult> DeleteQuotePhoto(int id)
    {
        var user = await _userManager.GetUserAsync(User);
        if (user == null) return Json(new { success = false, error = "Not authenticated." });

        var photo = await _unitOfWork.QuotePhotos.GetByIdAsync(id);
        if (photo == null || photo.CompanyId != user.CompanyId)
            return Json(new { success = false, error = "Photo not found." });

        if (photo.IsAiAnalysisPhoto)
            return Json(new { success = false, error = "AI analysis photos cannot be deleted here." });

        await _photoService.DeletePhotoAsync(photo.FilePath);
        await _unitOfWork.QuotePhotos.SoftDeleteAsync(id);
        await _unitOfWork.CompleteAsync();

        return Json(new { success = true });
    }

    private async Task<CompanyPreferences?> GetCompanyPreferencesAsync(int companyId)
    {
        return await _unitOfWork.CompanyPreferences.FirstOrDefaultAsync(p => p.CompanyId == companyId && !p.IsDeleted);
    }

    private async Task StampQuoteCreatedAsync(int companyId)
    {
        var prefs = await GetCompanyPreferencesAsync(companyId);
        if (prefs == null || prefs.FirstQuoteCreatedAt.HasValue)
            return;

        prefs.FirstQuoteCreatedAt = DateTime.UtcNow;
        await _unitOfWork.CompleteAsync();

        _logger.LogInformation("Recorded first quote creation for company {CompanyId}", companyId);
    }

    private async Task StampJobCreatedAsync(int companyId)
    {
        var prefs = await GetCompanyPreferencesAsync(companyId);
        if (prefs == null || prefs.FirstJobCreatedAt.HasValue)
            return;

        prefs.FirstJobCreatedAt = DateTime.UtcNow;
        await _unitOfWork.CompleteAsync();

        _logger.LogInformation("Recorded first job creation for company {CompanyId}", companyId);
    }
}

// Request model for AJAX pricing calculation

// Request model for AJAX status update
public class UpdateQuoteStatusRequest
{
    public int QuoteId { get; set; }
    public int StatusId { get; set; }
}