Add staff-presented SMS consent flow on customer record
- New GET/POST Customers/SmsConsent/{id}: full-screen kiosk-layout page staff
opens and hands to the customer to read TCPA consent language and tap I Agree
- On agreement: sets Customer.NotifyBySms, SmsConsentedAt (UTC), SmsConsentMethod
= "InPerson", clears SmsOptedOutAt
- Redirects back if customer has already consented (no double-consent)
- Customer Details: "Get SMS Consent" badge link shown when NotifyBySms is false;
SMS on badge shows consent date on hover when consented
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -877,6 +877,74 @@ public class CustomersController : Controller
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}
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}
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/// <summary>
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/// Displays a full-screen SMS consent form for the customer to read and agree to.
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/// Staff opens this page on a tablet and hands it to the customer; no staff account
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/// interaction is required — the page is scoped to the customer by ID only.
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/// Redirects back to Details if the customer has already consented.
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/// </summary>
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// GET: Customers/SmsConsent/5
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public async Task<IActionResult> SmsConsent(int id)
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{
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var customer = await _unitOfWork.Customers.GetByIdAsync(id);
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if (customer == null) return NotFound();
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if (customer.NotifyBySms)
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{
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this.ToastInfo("This customer has already given SMS consent.");
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return RedirectToAction(nameof(Details), new { id });
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}
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var companyId = _tenantContext.GetCurrentCompanyId();
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if (companyId.HasValue)
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{
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var company = await _unitOfWork.Companies.GetByIdAsync(companyId.Value);
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ViewBag.CompanyName = company?.CompanyName;
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ViewBag.CompanyLogoUrl = !string.IsNullOrEmpty(company?.LogoFilePath)
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? Url.Action("Logo", "Kiosk")
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: null;
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}
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ViewBag.ShowInactivityTimer = false;
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ViewBag.CustomerName = $"{customer.ContactFirstName} {customer.ContactLastName}".Trim();
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if (string.IsNullOrWhiteSpace(ViewBag.CustomerName as string) && !string.IsNullOrEmpty(customer.CompanyName))
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ViewBag.CustomerName = customer.CompanyName;
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return View(customer.Id);
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}
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/// <summary>
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/// Records the customer's SMS consent: sets NotifyBySms, SmsConsentedAt (UTC now),
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/// and SmsConsentMethod = "InPerson". Called when the customer taps "I Agree" on the
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/// consent form presented by staff.
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/// </summary>
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// POST: Customers/SmsConsent/5
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[HttpPost, ValidateAntiForgeryToken]
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public async Task<IActionResult> SmsConsent(int id, bool agreed)
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{
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var customer = await _unitOfWork.Customers.GetByIdAsync(id);
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if (customer == null) return NotFound();
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if (!agreed)
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{
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this.ToastError("Customer did not agree to SMS consent.");
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return RedirectToAction(nameof(Details), new { id });
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}
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customer.NotifyBySms = true;
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customer.SmsConsentedAt = DateTime.UtcNow;
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customer.SmsConsentMethod = "InPerson";
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customer.SmsOptedOutAt = null;
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await _unitOfWork.Customers.UpdateAsync(customer);
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await _unitOfWork.CompleteAsync();
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_logger.LogInformation("SMS consent recorded for customer {CustomerId} via staff-presented form", id);
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this.ToastSuccess($"SMS consent recorded for {customer.ContactFirstName} {customer.ContactLastName}.");
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return RedirectToAction(nameof(Details), new { id });
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}
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/// <summary>
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/// Issues a standalone credit memo and increments the customer's CreditBalance.
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/// Restricted to CompanyAdmin because credits affect the financial ledger. The memo
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