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Add invoice SMS notifications and customer intake kiosk

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Invoice SMS:
- Send Invoice modal now prompts Email/SMS/Both based on customer contact data
- New /invoice/{token} customer-facing view page with full line items and pay button
- PublicViewToken (permanent) added to Invoice; separate from expiring PaymentLinkToken
- InvoiceSent SMS default template added; customizable via Notification Templates settings
- {{viewUrl}} placeholder documented in template editor

Customer Intake Kiosk:
- Tablet kiosk flow: Contact → Job → Terms/Signature → Confirmation
- Remote link mode for off-site customers (lighter form, no signature)
- KioskHub (AllowAnonymous SignalR) for staff-to-tablet push without login
- Staff activates tablet via cookie; sends remote link manually
- Submitted sessions create Customer + Job automatically; fires in-app notification

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-05-13 16:25:27 -04:00
parent 27bfd4db4d
commit 6a918c2afc
41 changed files with 24265 additions and 23 deletions
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src/PowderCoating.Web/Views/Invoices/Details.cshtml
+69 -4
View File
@@ -15,6 +15,10 @@
var canResend = !isDraft && !isVoided && Model.Status != InvoiceStatus.Paid;
var hasEmail = !string.IsNullOrWhiteSpace(Model.CustomerEmail);
var emailOptedOut = hasEmail && !Model.CustomerNotifyByEmail;
var smsPhone = !string.IsNullOrWhiteSpace(Model.CustomerMobilePhone) ? Model.CustomerMobilePhone : Model.CustomerPhone;
var hasSms = !string.IsNullOrWhiteSpace(smsPhone) && Model.CustomerNotifyBySms;
var showSendModal = hasEmail && !emailOptedOut && hasSms; // both channels — show choice modal
var directSendSms = !hasEmail && hasSms; // SMS only — skip modal
var hasAvailableCredits = ViewBag.AvailableCreditMemos != null && ((IEnumerable<Microsoft.AspNetCore.Mvc.Rendering.SelectListItem>)ViewBag.AvailableCreditMemos).Any();
var canIssueRefund = !isDraft && !isVoided && Model.AmountPaid > 0;
var canApplyCredit = !isVoided && Model.BalanceDue > 0 && hasAvailableCredits;
@@ -579,14 +583,32 @@
<form id="sendInvoiceForm" asp-action="Send" asp-route-id="@Model.Id" method="post">
@Html.AntiForgeryToken()
<input type="hidden" name="overrideEmail" id="sendInvoiceOverrideEmail" value="" />
@if (emailOptedOut)
<input type="hidden" name="sendEmail" id="sendInvoiceSendEmail" value="true" />
<input type="hidden" name="sendSms" id="sendInvoiceSendSms" value="false" />
@if (emailOptedOut && !hasSms)
{
<button type="button" class="btn btn-primary w-100" disabled
title="Email notifications are turned off for this customer">
title="No delivery channel available for this customer">
<i class="bi bi-send me-2"></i>Send Invoice
</button>
}
else if (hasEmail)
else if (showSendModal)
{
@* Both email + SMS available — let staff choose *@
<button type="button" class="btn btn-primary w-100"
data-bs-toggle="modal" data-bs-target="#sendChannelModal">
<i class="bi bi-send me-2"></i>Send Invoice
</button>
}
else if (directSendSms)
{
@* SMS only — send directly *@
<button type="button" class="btn btn-primary w-100"
onclick="submitSendInvoice(false, true)">
<i class="bi bi-send me-2"></i>Send Invoice via SMS
</button>
}
else if (hasEmail && !emailOptedOut)
{
<button type="button" class="btn btn-primary w-100"
data-bs-toggle="modal" data-bs-target="#sendInvoiceModal">
@@ -839,13 +861,50 @@
</div>
<div class="modal-footer border-0 pt-0">
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
<button type="button" class="btn btn-primary" onclick="document.getElementById('sendInvoiceForm').submit()">
<button type="button" class="btn btn-primary" onclick="submitSendInvoice(true, false)">
<i class="bi bi-send me-1"></i>Yes, Send Invoice
</button>
</div>
</div>
</div>
</div>
@if (showSendModal)
{
<!-- Send Channel Choice Modal (shown when customer has both email + SMS) -->
<div class="modal fade" id="sendChannelModal" tabindex="-1" aria-labelledby="sendChannelModalLabel" aria-hidden="true">
<div class="modal-dialog modal-dialog-centered">
<div class="modal-content">
<div class="modal-header border-0 pb-0">
<h5 class="modal-title" id="sendChannelModalLabel">
<i class="bi bi-send text-primary me-2"></i>Send Invoice
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
</div>
<div class="modal-body pt-2">
<p class="mb-3">How would you like to send <strong>@Model.InvoiceNumber</strong> to <strong>@Model.CustomerName</strong>?</p>
<div class="d-grid gap-2">
<button type="button" class="btn btn-outline-primary text-start" onclick="submitSendInvoice(true, false)" data-bs-dismiss="modal">
<i class="bi bi-envelope me-2"></i>Email only
<small class="d-block text-muted ms-4">PDF attached · @Model.CustomerEmail</small>
</button>
<button type="button" class="btn btn-outline-primary text-start" onclick="submitSendInvoice(false, true)" data-bs-dismiss="modal">
<i class="bi bi-phone me-2"></i>SMS only
<small class="d-block text-muted ms-4">View link · @smsPhone</small>
</button>
<button type="button" class="btn btn-primary text-start" onclick="submitSendInvoice(true, true)" data-bs-dismiss="modal">
<i class="bi bi-send me-2"></i>Both Email &amp; SMS
<small class="d-block text-muted ms-4">PDF via email + view link via SMS</small>
</button>
</div>
</div>
<div class="modal-footer border-0 pt-0">
<button type="button" class="btn btn-outline-secondary" data-bs-dismiss="modal">Cancel</button>
</div>
</div>
</div>
</div>
}
}
@if (canPay)
@@ -1381,6 +1440,12 @@
@section Scripts {
<script>
function submitSendInvoice(sendEmail, sendSms) {
document.getElementById('sendInvoiceSendEmail').value = sendEmail ? 'true' : 'false';
document.getElementById('sendInvoiceSendSms').value = sendSms ? 'true' : 'false';
document.getElementById('sendInvoiceForm').submit();
}
function openEditPaymentModal(paymentId, invoiceId, paymentDate, paymentMethod, reference, notes, depositAccountId) {
document.getElementById('editPaymentId').value = paymentId;
document.getElementById('editPaymentDate').value = paymentDate;