feat(#79): industry defaults endpoint GET /api/onboarding/defaults + …

JobFlow.API/Controllers/OnboardingController.cs

@@ -98,6 +98,26 @@ public async Task<IResult> RecordEvent([FromBody] OnboardingAnalyticsEventReques
             : result.ToProblemDetails();
     }
 
+    [HttpGet("defaults")]
+    public async Task<IResult> GetIndustryDefaults()
+    {
+        var organizationId = HttpContext.GetOrganizationId();
+        var result = await onboarding.GetIndustryDefaultsAsync(organizationId);
+        return result.IsSuccess
+            ? Results.Ok(result.Value)
+            : result.ToProblemDetails();
+    }
+
+    [HttpPost("seed-defaults")]
+    public async Task<IResult> SeedIndustryDefaults()
+    {
+        var organizationId = HttpContext.GetOrganizationId();
+        var result = await onboarding.SeedIndustryDefaultsAsync(organizationId);
+        return result.IsSuccess
+            ? Results.Ok()
+            : result.ToProblemDetails();
+    }
+
     private static bool HasMinPlan(string? planName, string required)
     {
         static int Rank(string? plan)

JobFlow.Business/Models/DTOs/OnboardingIndustryDefaultsDto.cs

@@ -0,0 +1,17 @@
+namespace JobFlow.Business.Models.DTOs;
+
+public class OnboardingIndustryDefaultsDto
+{
+    public string OrgTypeName { get; set; } = string.Empty;
+    public string TemplateSuggestionName { get; set; } = string.Empty;
+    public int PaymentTermsDays { get; set; }
+    public IReadOnlyList<OnboardingIndustryServiceDto> Services { get; set; } = [];
+}
+
+public class OnboardingIndustryServiceDto
+{
+    public string Name { get; set; } = string.Empty;
+    public string Description { get; set; } = string.Empty;
+    public string Unit { get; set; } = string.Empty;
+    public decimal Price { get; set; }
+}

JobFlow.Business/Onboarding/OnboardingIndustryDefaultsCatalog.cs

@@ -0,0 +1,98 @@
+namespace JobFlow.Business.Onboarding;
+
+public record IndustryServiceSeed(
+    string Name,
+    string Description,
+    string Unit,
+    decimal Price);
+
+public record IndustryDefaults(
+    string OrgTypeName,
+    string TemplateSuggestionName,
+    int PaymentTermsDays,
+    IReadOnlyList<IndustryServiceSeed> Services);
+
+public static class OnboardingIndustryDefaultsCatalog
+{
+    public static readonly IReadOnlyList<IndustryDefaults> Catalog =
+    [
+        new IndustryDefaults(
+            "Landscaping",
+            "Landscaping Estimate",
+            15,
+            [
+                new IndustryServiceSeed("Lawn mowing", "Standard residential lawn cut.", "cut", 85m),
+                new IndustryServiceSeed("Hedge trimming", "Trim and shape shrubs and hedges.", "visit", 120m),
+                new IndustryServiceSeed("Leaf cleanup", "Seasonal leaf removal and disposal.", "visit", 150m),
+                new IndustryServiceSeed("Irrigation check", "Inspection and adjustment of irrigation system.", "visit", 95m),
+                new IndustryServiceSeed("Mulch install", "Supply and spread mulch.", "yard", 65m),
+                new IndustryServiceSeed("Landscape design consult", "On-site design consultation.", "hour", 125m)
+            ]
+        ),
+        new IndustryDefaults(
+            "Cleaning",
+            "Cleaning Service Estimate",
+            0,
+            [
+                new IndustryServiceSeed("Standard house cleaning", "Routine cleaning of all rooms.", "visit", 150m),
+                new IndustryServiceSeed("Deep clean", "Thorough top-to-bottom cleaning.", "visit", 250m),
+                new IndustryServiceSeed("Move-in/move-out clean", "Full property clean for move-in or move-out.", "job", 350m),
+                new IndustryServiceSeed("Office cleaning", "Commercial office space cleaning.", "visit", 200m),
+                new IndustryServiceSeed("Window cleaning", "Interior and exterior window washing.", "visit", 120m),
+                new IndustryServiceSeed("Carpet cleaning", "Steam or dry carpet cleaning per room.", "room", 75m)
+            ]
+        ),
+        new IndustryDefaults(
+            "IT",
+            "IT Services Estimate",
+            30,
+            [
+                new IndustryServiceSeed("Remote support", "Remote troubleshooting and repair.", "hour", 120m),
+                new IndustryServiceSeed("On-site visit", "Technician on-site support.", "visit", 175m),
+                new IndustryServiceSeed("Network setup", "Design and install LAN/WiFi infrastructure.", "job", 450m),
+                new IndustryServiceSeed("Workstation setup", "Configure and provision a workstation.", "unit", 250m),
+                new IndustryServiceSeed("Managed services", "Monthly monitoring and maintenance plan.", "month", 299m),
+                new IndustryServiceSeed("Data backup setup", "Configure cloud or local backup solution.", "job", 350m)
+            ]
+        ),
+        new IndustryDefaults(
+            "HVAC",
+            "HVAC Estimate",
+            15,
+            [
+                new IndustryServiceSeed("Diagnostic visit", "On-site diagnosis and troubleshooting.", "visit", 95m),
+                new IndustryServiceSeed("AC tune-up", "Seasonal air conditioning service.", "unit", 149m),
+                new IndustryServiceSeed("Furnace inspection", "Annual furnace safety inspection.", "unit", 129m),
+                new IndustryServiceSeed("Filter replacement", "Supply and install replacement filter.", "unit", 45m),
+                new IndustryServiceSeed("Refrigerant recharge", "Recharge AC refrigerant to spec.", "unit", 250m),
+                new IndustryServiceSeed("System installation", "Full HVAC system install.", "job", 2500m)
+            ]
+        ),
+        new IndustryDefaults(
+            "General",
+            "General Services Estimate",
+            30,
+            [
+                new IndustryServiceSeed("Service call", "Initial on-site service visit.", "visit", 89m),
+                new IndustryServiceSeed("Labor", "General field labor.", "hour", 95m),
+                new IndustryServiceSeed("Materials", "Estimated materials and supplies.", "lot", 250m),
+                new IndustryServiceSeed("Project consultation", "Planning and scoping consultation.", "hour", 75m),
+                new IndustryServiceSeed("Standard repair", "Most common repair or fix.", "job", 200m)
+            ]
+        )
+    ];
+
+    public static IndustryDefaults? TryGetByOrgTypeName(string? orgTypeName)
+    {
+        if (string.IsNullOrWhiteSpace(orgTypeName))
+            return null;
+
+        return Catalog.FirstOrDefault(c =>
+            c.OrgTypeName.Equals(orgTypeName.Trim(), StringComparison.OrdinalIgnoreCase));
+    }
+
+    public static IndustryDefaults GetGeneralDefaults()
+    {
+        return Catalog.First(c => c.OrgTypeName == "General");
+    }
+}

JobFlow.Business/Services/OnboardingService.cs

@@ -16,6 +16,7 @@ public class OnboardingService : IOnboardingService
     private readonly IRepository<Organization> orgRepo;
     private readonly IRepository<PriceBookItem> priceBookItems;
     private readonly IRepository<OrganizationOnboardingStep> stepRepo;
+    private readonly IRepository<OrganizationInvoicingSettings> invoicingSettingsRepo;
     private readonly IWorkflowSettingsService workflowSettings;
     private readonly IUnitOfWork uow;
 
@@ -26,6 +27,7 @@ public OnboardingService(IUnitOfWork uow, IWorkflowSettingsService workflowSetti
         orgRepo = uow.RepositoryOf<Organization>();
         stepRepo = uow.RepositoryOf<OrganizationOnboardingStep>();
         priceBookItems = uow.RepositoryOf<PriceBookItem>();
+        invoicingSettingsRepo = uow.RepositoryOf<OrganizationInvoicingSettings>();
     }
 
     public async Task<Result<IEnumerable<OnboardingStepDto>>> GetChecklistAsync(Guid orgId)
@@ -274,4 +276,93 @@ await eventsRepo.AddAsync(new OrganizationOnboardingEvent
         await uow.SaveChangesAsync();
         return Result.Success();
     }
+
+    public async Task<Result<OnboardingIndustryDefaultsDto>> GetIndustryDefaultsAsync(Guid organizationId)
+    {
+        var org = await orgRepo.Query()
+            .Include(o => o.OrganizationType)
+            .FirstOrDefaultAsync(o => o.Id == organizationId);
+
+        if (org == null)
+            return Result.Failure<OnboardingIndustryDefaultsDto>(OnboardingErrors.OrganizationNotFound);
+
+        var defaults = OnboardingIndustryDefaultsCatalog.TryGetByOrgTypeName(org.OrganizationType?.TypeName)
+                       ?? OnboardingIndustryDefaultsCatalog.GetGeneralDefaults();
+
+        var dto = new OnboardingIndustryDefaultsDto
+        {
+            OrgTypeName = defaults.OrgTypeName,
+            TemplateSuggestionName = defaults.TemplateSuggestionName,
+            PaymentTermsDays = defaults.PaymentTermsDays,
+            Services = defaults.Services
+                .Select(s => new OnboardingIndustryServiceDto
+                {
+                    Name = s.Name,
+                    Description = s.Description,
+                    Unit = s.Unit,
+                    Price = s.Price
+                })
+                .ToList()
+        };
+
+        return Result.Success(dto);
+    }
+
+    public async Task<Result> SeedIndustryDefaultsAsync(Guid organizationId)
+    {
+        var org = await orgRepo.Query()
+            .Include(o => o.OrganizationType)
+            .FirstOrDefaultAsync(o => o.Id == organizationId);
+
+        if (org == null)
+            return Result.Failure(OnboardingErrors.OrganizationNotFound);
+
+        var defaults = OnboardingIndustryDefaultsCatalog.TryGetByOrgTypeName(org.OrganizationType?.TypeName)
+                       ?? OnboardingIndustryDefaultsCatalog.GetGeneralDefaults();
+
+        var existingNames = await priceBookItems.Query()
+            .Where(x => x.OrganizationId == organizationId)
+            .Select(x => x.Name)
+            .ToListAsync();
+
+        foreach (var service in defaults.Services)
+        {
+            if (existingNames.Any(name =>
+                    string.Equals(name, service.Name, StringComparison.OrdinalIgnoreCase)))
+                continue;
+
+            await priceBookItems.AddAsync(new PriceBookItem
+            {
+                OrganizationId = organizationId,
+                Name = service.Name,
+                Description = service.Description,
+                Unit = service.Unit,
+                Price = service.Price,
+                Cost = 0m,
+                PricePerUnit = service.Price,
+                ItemType = PriceBookItemType.Service
+            });
+        }
+
+        // Apply industry payment terms to invoicing settings
+        var invoicingSettings = await invoicingSettingsRepo.Query()
+            .FirstOrDefaultAsync(x => x.OrganizationId == organizationId);
+
+        if (invoicingSettings == null)
+        {
+            await invoicingSettingsRepo.AddAsync(new OrganizationInvoicingSettings
+            {
+                OrganizationId = organizationId,
+                PaymentTermsDays = defaults.PaymentTermsDays
+            });
+        }
+        else
+        {
+            invoicingSettings.PaymentTermsDays = defaults.PaymentTermsDays;
+            invoicingSettingsRepo.Update(invoicingSettings);
+        }
+
+        await uow.SaveChangesAsync();
+        return Result.Success();
+    }
 }

JobFlow.Business/Services/ServiceInterfaces/IOnboardingService.cs

@@ -12,4 +12,6 @@ Task<Result<OnboardingQuickStartStateDto>> ApplyQuickStartAsync(
         Guid organizationId,
         OnboardingQuickStartApplyRequestDto request);
     Task<Result> RecordAnalyticsEventAsync(Guid organizationId, string stepName, string eventType);
+    Task<Result<OnboardingIndustryDefaultsDto>> GetIndustryDefaultsAsync(Guid organizationId);
+    Task<Result> SeedIndustryDefaultsAsync(Guid organizationId);
 }

JobFlow.Domain/Models/OrganizationInvoicingSettings.cs

@@ -9,4 +9,7 @@ public class OrganizationInvoicingSettings : Entity
 
     public bool DepositRequired { get; set; }
     public decimal DepositPercentage { get; set; }
+
+    /// <summary>Net payment terms in days. 0 = due on receipt.</summary>
+    public int PaymentTermsDays { get; set; } = 0;
 }