Initial commit: JDE Scoping Tool migration project

Set up repository with legacy .NET Framework 4.8 source (OLD/), new .NET 10 Blazor solution (NEW/), OpenSpec specifications, documentation, and project configuration.
2026-01-02 07:43:29 -05:00
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+# Search Creation Page - Functionality Analysis
+
+This document provides a comprehensive analysis of the legacy search creation page (`OLD/WebInterface/Views/Search/Create.cshtml`) for migration to the new .NET 10 Blazor application.
+
+## Overview
+
+The search creation page allows users to create complex manufacturing/ERP searches by combining various filter criteria. It uses Kendo UI for data binding and widgets, jQuery FileUpload for Excel file handling, and SignalR for real-time status updates.
+
+---
+
+## Page Structure
+
+### Header Section
+- **Title**: "Search"
+- **Submit Button**: Triggers validation and saves the search
+
+### Search Details Panel
+| Field | Type | Behavior |
+|-------|------|----------|
+| Search Type | Dropdown | **Required**. Selects from 16 predefined filter combinations. Controls which filter panels are visible. |
+| Name | Text input | **Required**. User-friendly name for the search. |
+| Submitted At | Read-only text | Displays when search was submitted (formatted: `MM/dd/yyyy hh:mm:ss tt`) |
+| Started At | Read-only text | Displays when processing started |
+| Completed At | Read-only text | Displays when processing completed |
+| User | Read-only text | Username of search creator (auto-populated) |
+| Status | Read-only text | Current status with color coding (red background for Error status) |
+| Download Results | Button | Visible only when `Status === 'Ended'`. Downloads Excel results. |
+
+### Read-Only Mode
+When a search has been submitted (`Status !== 'New'`):
+- Submit button is hidden
+- All inputs are disabled
+- Template upload/download/clear buttons are hidden
+- A warning notice is displayed with a **Copy** button to duplicate the search
+
+---
+
+## Valid Search Type Combinations
+
+The system enforces 16 predefined filter combinations defined in `OLD/WebInterface/Scripts/model/models.js`:
+
+| ID | Name | Timespan | Work Order | Item Number | Profit Center | Work Center | Component Lot | Operator | Item/Op/MIS | Extract MIS |
+|----|------|----------|------------|-------------|---------------|-------------|---------------|----------|-------------|-------------|
+| 10 | Work Order | | x | | | | | | | |
+| 20 | Component Lot | | | | | | x | | | |
+| 30 | Time Span + Profit Center | x | | | x | | | | | |
+| 40 | Time Span + Work Center | x | | | | x | | | | |
+| 50 | Time Span + Operator | x | | | | | | x | | |
+| 60 | Time Span + Profit Center + Item Number | x | | x | x | | | | | |
+| 70 | Time Span + Profit Center + Item/Operation/MIS | x | | | x | | | | x | |
+| 80 | Time Span + Profit Center + Work Order + Item/Operation/MIS | x | x | | x | | | | x | |
+| 90 | Time Span + Profit Center + Extract MIS | x | | | x | | | | | x |
+| 100 | Time Span + Work Center + Item Number | x | | x | | x | | | | |
+| 110 | Time Span + Work Center + Extract MIS | x | | | | x | | | | x |
+| 120 | Time Span + Work Center + Item/Operation/MIS | x | | | | x | | | x | |
+| 130 | Time Span + Work Center + Work Order + Item/Operation/MIS | x | x | | | x | | | x | |
+| 140 | Time Span + Item Number | x | | x | | | | | | |
+| 150 | Time Span + Work Center + Operator | x | | | | x | | x | | |
+| 160 | Time Span + Profit Center + Operator | x | | | x | | | x | | |
+
+---
+
+## Filter Panels
+
+### 1. Time Span Filter
+**Panel Header**: "Filter by timespan"
+
+| Field | Type | Validation | Notes |
+|-------|------|------------|-------|
+| Min Date | Kendo DatePicker | **Required** when filter is active. Must be valid date. | Min: Nov 1, 2002. Max: Today or Max Date if set. |
+| Max Date | Kendo DatePicker | **Required** when filter is active. Must be valid date. | Min: Nov 1, 2002 or Min Date if set. Max: Today. |
+
+**Interactions**:
+- Min/Max pickers constrain each other (selecting min date sets min of max picker, and vice versa)
+- Custom validation prevents invalid date text
+
+---
+
+### 2. Work Order Filter
+**Panel Header**: "Filter by work order"
+
+**Data Display**: Kendo Grid showing:
+- Work Order Number
+- Item Number (looked up from database)
+
+**File Operations**:
+| Button | Action | Endpoint |
+|--------|--------|----------|
+| Download Template | Downloads Excel with current data | `POST FileIO/DownloadWorkOrders` → `GET FileIO/DownloadWorkOrders?key` |
+| Upload Data | Uploads Excel file, validates work orders against DB | `POST FileIO/UploadWorkOrders` |
+| Clear Data | Clears grid after confirmation dialog | Local action |
+
+**Upload Format**: Excel file with column "Work Order Number" (starting row 2)
+
+**Validation**: At least one work order required when filter is active
+
+---
+
+### 3. Item Number Filter
+**Panel Header**: "Filter by item number"
+
+**Input Method**: Kendo ComboBox with server-side autocomplete
+- Minimum 3 characters to trigger search
+- Filter: "contains"
+- Template displays: Item Number | Description
+- Endpoint: `GET Lookup/FindItem?itemNumber=...`
+
+**Data Display**: Kendo Grid showing:
+- Item Number
+- Description
+- Delete action button
+
+**Actions**:
+| Button | Action |
+|--------|--------|
+| Add to filter | Adds selected item from combobox to grid |
+| Delete (per row) | Removes item from grid |
+| Clear Data | Clears grid after confirmation |
+| Download Template | Downloads Excel with current items |
+| Upload Data | Uploads Excel file of item numbers |
+
+**File Operations**:
+| Button | Endpoint |
+|--------|----------|
+| Download Template | `POST FileIO/DownloadPartNumbers` → `GET FileIO/DownloadPartNumbers?key` |
+| Upload Data | `POST FileIO/UploadPartNumbers` |
+
+**Upload Format**: Excel file with column "Item Number" (starting row 2)
+
+**Validation**: At least one item required when filter is active
+
+---
+
+### 4. Profit Center Filter
+**Panel Header**: "Filter by profit center"
+
+**Input Method**: Kendo ComboBox with server-side autocomplete
+- Minimum 3 characters to trigger search
+- Filter: "contains"
+- Template displays: Code | Description
+- Endpoint: `GET Lookup/FindProfitCenter?profitCenter=...`
+
+**Data Display**: Kendo Grid showing:
+- Code (Profit Center)
+- Description
+- Delete action button
+
+**Actions**:
+| Button | Action |
+|--------|--------|
+| Add to filter | Adds selected profit center from combobox to grid |
+| Delete (per row) | Removes profit center from grid |
+| Clear Data | Clears grid after confirmation |
+
+**No file upload/download** for this filter.
+
+**Validation**: At least one profit center required when filter is active
+
+---
+
+### 5. Work Center Filter
+**Panel Header**: "Filter by work center"
+
+**Input Method**: Kendo ComboBox with server-side autocomplete
+- Minimum 3 characters to trigger search
+- Filter: "contains"
+- Template displays: Code | Description
+- Endpoint: `GET Lookup/FindWorkCenter?workCenter=...`
+
+**Data Display**: Kendo Grid showing:
+- Code (Work Center)
+- Description
+- Delete action button
+
+**Actions**:
+| Button | Action |
+|--------|--------|
+| Add to filter | Adds selected work center from combobox to grid |
+| Delete (per row) | Removes work center from grid |
+| Clear Data | Clears grid after confirmation |
+
+**No file upload/download** for this filter.
+
+**Validation**: At least one work center required when filter is active
+
+---
+
+### 6. Component Lot Filter
+**Panel Header**: "Filter by component lot"
+
+**Data Display**: Kendo Grid showing:
+- Lot Number
+- Item Number
+
+**File Operations**:
+| Button | Action | Endpoint |
+|--------|--------|----------|
+| Download Template | Downloads Excel with current data | `POST FileIO/DownloadComponentLots` → `GET FileIO/DownloadComponentLots?key` |
+| Upload Data | Uploads Excel file, validates lots against DB | `POST FileIO/UploadComponentLots` |
+| Clear Data | Clears grid after confirmation dialog | Local action |
+
+**Upload Format**: Excel file with columns "Component Lot Number", "Component Item Number" (starting row 2)
+
+**Validation**: At least one component lot required when filter is active
+
+---
+
+### 7. Operator Filter
+**Panel Header**: "Filter by operator"
+
+**Input Method**: Kendo ComboBox with server-side autocomplete
+- Minimum 3 characters to trigger search
+- Filter: "contains"
+- Template displays: Address Number | User ID | Full Name
+- Endpoint: `GET Lookup/FindOperator?operatorName=...`
+
+**Data Display**: Kendo Grid showing:
+- Address Number
+- User ID
+- Full Name
+- Delete action button
+
+**Actions**:
+| Button | Action |
+|--------|--------|
+| Add to filter | Adds selected operator from combobox to grid |
+| Delete (per row) | Removes operator from grid |
+| Clear Data | Clears grid after confirmation |
+
+**No file upload/download** for this filter.
+
+**Validation**: At least one operator required when filter is active
+
+---
+
+### 8. Item/Operation/MIS Filter
+**Panel Header**: "Filter By Item/Operation/MIS"
+
+**Data Display**: Kendo Grid showing:
+- Item Number
+- Operation Step Number
+- MIS Number
+- MIS Revision
+
+**File Operations**:
+| Button | Action | Endpoint |
+|--------|--------|----------|
+| Download Template | Downloads Excel with current data | `POST FileIO/DownloadPartOperations` → `GET FileIO/DownloadPartOperations?key` |
+| Upload Data | Uploads Excel file (no DB validation) | `POST FileIO/UploadPartOperations` |
+| Clear Data | Clears grid after confirmation dialog | Local action |
+
+**Upload Format**: Excel file with columns "Item Number", "Operation Number", "MIS Number", "MIS Revision" (starting row 2)
+
+**Note**: Operation numbers with decimals are truncated to integers during upload.
+
+**Validation**: At least one entry required when filter is active
+
+---
+
+### 9. Extract MIS Data Option
+**Panel Header**: "Extract MIS data"
+
+**Display**: Read-only checkbox that is automatically checked when this search type is selected. Not user-editable.
+
+---
+
+## API Endpoints Summary
+
+### Search Operations
+| Endpoint | Method | Purpose |
+|----------|--------|---------|
+| `Search/Create` | GET | Renders the search creation view |
+| `Search/GetSearch?id=` | GET | Loads existing search or creates blank search |
+| `Search/CopySearch?id=` | GET | Creates copy of existing search (resets status/timestamps) |
+| `Search/Save` | POST | Saves search criteria, queues for processing |
+| `Search/GetResults?id=` | GET | Downloads Excel results for completed search |
+
+### Lookup/Autocomplete
+| Endpoint | Method | Purpose |
+|----------|--------|---------|
+| `Lookup/FindItem?itemNumber=` | GET | Searches items by number (contains filter) |
+| `Lookup/FindProfitCenter?profitCenter=` | GET | Searches profit centers by code |
+| `Lookup/FindWorkCenter?workCenter=` | GET | Searches work centers by code |
+| `Lookup/FindOperator?operatorName=` | GET | Searches operators by name |
+
+### File I/O
+| Endpoint | Method | Purpose | Template File |
+|----------|--------|---------|---------------|
+| `FileIO/UploadWorkOrders` | POST | Upload work order Excel | - |
+| `FileIO/DownloadWorkOrders` | POST/GET | Download work order template | `work_order_template.xlsx` |
+| `FileIO/UploadPartNumbers` | POST | Upload item number Excel | - |
+| `FileIO/DownloadPartNumbers` | POST/GET | Download item template | `item_number_template.xlsx` |
+| `FileIO/UploadComponentLots` | POST | Upload component lot Excel | - |
+| `FileIO/DownloadComponentLots` | POST/GET | Download component lot template | `component_lot_template.xlsx` |
+| `FileIO/UploadPartOperations` | POST | Upload item/op/MIS Excel | - |
+| `FileIO/DownloadPartOperations` | POST/GET | Download item/op/MIS template | `item_operations_mis_template.xlsx` |
+
+---
+
+## JavaScript Architecture
+
+### Libraries Used
+- **Kendo UI**: Observable viewModel, DataSource, Grid, ComboBox, DatePicker, DropDownList, Validator, Alert, Window
+- **jQuery FileUpload**: Handles Excel file uploads with iframe transport
+- **SignalR 2.2.1**: Real-time status updates from server
+- **js-cookie**: Cookie handling (included but usage not prominent)
+- **jQuery UI**: General UI utilities
+
+### ViewModel Structure
+The page uses a Kendo Observable viewModel with the following properties:
+
+```javascript
+{
+    // Search details
+    ID: null,
+    Name: null,
+    SubmitDT: null,
+    StartDT: null,
+    EndDT: null,
+    UserName: null,
+    Status: null,
+    StatusColor: function(),  // Returns '#FF6347' for Error, '#eee' otherwise
+
+    // Filter flags (control panel visibility)
+    TimeSpan_FilterFlag: false,
+    LotNumbers_FilterFlag: false,
+    PartNumbers_FilterFlag: false,
+    ProfitCenters_FilterFlag: false,
+    WorkCenters_FilterFlag: false,
+    ComponentLotNumbers_FilterFlag: false,
+    OperatorIDs_FilterFlag: false,
+    PartOperations_FilterFlag: false,
+    ExtractMisData_FilterFlag: false,
+
+    // Filter data
+    MinimumDT: null,
+    MaximumDT: null,
+    LotNumbers: DataSource,
+    PartNumbers: DataSource,
+    ProfitCenters: DataSource,
+    WorkCenters: DataSource,
+    ComponentLotNumbers: DataSource,
+    OperatorIDs: DataSource,
+    PartOperations: DataSource,
+
+    // Combobox selection state
+    PartNumbers_AddItem: null,
+    ProfitCenters_AddItem: null,
+    WorkCenters_AddItem: null,
+    OperatorIDs_AddItem: null,
+
+    // UI state
+    IsReadOnly: true,
+    HasResults: false,
+    ValidCombinations: [...],  // 16 valid search types
+    SearchType: null
+}
+```
+
+### Key Functions
+
+| Function | Purpose |
+|----------|---------|
+| `viewModel.setData(data)` | Populates viewModel from server response, determines search type from filter flags |
+| `viewModel.SearchType_Change()` | Shows/hides filter panels based on selected search type |
+| `submitSearch()` | Extracts form data, sends to server, handles timeout/errors |
+| `loadSearchDetails(id)` | Loads existing search from server |
+| `copySearchDetails(id)` | Loads search for copying (resets ID to 0) |
+| `showConfirmationWindow(message)` | Displays Kendo confirmation dialog, returns Promise |
+| `getParameterByName(name)` | Extracts URL query parameter |
+
+---
+
+## SignalR Integration
+
+### Hub Connection
+- Connects to `StatusHub` via `/signalr/hubs`
+- Auto-reconnects after 5 seconds on disconnect
+
+### Events
+| Event | Purpose |
+|-------|---------|
+| `searchUpdate` | Receives status updates when search status changes. Updates SubmitDT, StartDT, EndDT, Status, HasResults. |
+
+### Status Values
+| Status | Description | UI Behavior |
+|--------|-------------|-------------|
+| `New` | Not yet submitted | Editable mode |
+| `Queued` | Waiting to be processed | Read-only mode |
+| `Running` | Currently processing | Read-only mode |
+| `Ended` | Completed successfully | Read-only mode, Download Results visible |
+| `Error` | Failed | Read-only mode, Status field has red background |
+
+---
+
+## Validation Rules
+
+### Form-Level Validation (Kendo Validator)
+1. **Search Type**: Required
+2. **Name**: Required
+3. **Date Pickers**: Must be valid dates when visible
+
+### Filter-Level Validation (Submit Handler)
+When a filter panel is active, its data collection must have at least one item:
+
+| Filter | Validation Message |
+|--------|-------------------|
+| Work Orders | "At least one work order must be specified for the work order filter." |
+| Item Numbers | "At least one item number must be specified for the item number filter." |
+| Profit Centers | "At least one profit center must be specified for the profit center filter." |
+| Work Centers | "At least one work center must be specified for the work center filter." |
+| Component Lots | "At least one component lot must be specified for the component lot filter." |
+| Operators | "At least one operator must be specified for the operator filter." |
+| Part Operations | "At least one item/operation/MIS entry must be specified for the MIS data filter." |
+
+### Confirmation Dialogs
+Shown before:
+- Submitting the search
+- Clearing any filter data collection
+
+---
+
+## File Upload/Download Flow
+
+### Upload Flow
+1. User clicks hidden file input via styled label
+2. jQuery FileUpload sends file to endpoint with `autoUpload: true`
+3. Server parses Excel, optionally validates against database
+4. Server returns `{ WasSuccessful: true/false, Data: [...], ErrorMessage: "..." }`
+5. On success, viewModel DataSource is updated with returned data
+6. On failure, `alert()` displays error message
+
+### Download Flow
+1. User clicks Download Template button
+2. Current data is POSTed to server
+3. Server generates Excel, caches it with GUID key (1 minute TTL)
+4. Server returns cache key
+5. Client appends hidden iframe with `src` pointing to GET endpoint with key
+6. Browser downloads file via iframe
+
+---
+
+## Dead Code / Legacy References
+
+- `CheckCamstar_Flag`: Referenced in submit payload (`Create.cshtml:1343`) but no corresponding viewModel property or UI element exists. Likely deprecated functionality.
+
+---
+
+## Migration Considerations
+
+### UI Framework Changes
+- Replace Kendo UI with MudBlazor or similar Blazor component library
+- Replace Kendo Observable with Blazor component state
+- Replace Kendo DataSource with standard .NET collections
+- Replace Kendo Validator with Blazor EditForm validation
+
+### File Handling
+- Replace jQuery FileUpload with Blazor file upload (InputFile component)
+- Keep EPPlus for Excel generation
+- Consider streaming large files
+
+### Real-Time Updates
+- Replace legacy SignalR with ASP.NET Core SignalR
+- Update hub connection patterns for Blazor
+
+### API Structure
+- Keep similar endpoint structure
+- Update controllers for ASP.NET Core
+- Consider REST API patterns with proper HTTP methods
+
+### State Management
+- Consider Fluxor or similar state management for complex form state
+- Or use cascading parameters for simpler approach