Add SMS Agreements admin page and update help docs
- Add /SmsAgreements SuperAdmin page listing per-company SMS terms acceptance status, with stats cards, filter/search, and a full acceptance history modal (terms version, accepted by, timestamp, IP, user agent) - Add SMS Agreements nav link under Tenants & Billing in the platform sidebar - Update HelpKnowledgeBase and Help docs (Quotes, Settings) to document quote approval via SMS and the reuse of existing approval tokens Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -265,12 +265,13 @@
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<i class="bi bi-send text-primary me-2"></i>Sending a Quote
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</h2>
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<p>
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Once a quote is saved as a Draft and you are happy with the pricing and details, you can mark it
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as sent to the customer.
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Once a quote is saved as a Draft and you are happy with the pricing and details, you can send it
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to the customer via email or SMS, or both.
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</p>
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<h3 class="h6 fw-semibold mt-3 mb-2">Send via Email</h3>
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<ol class="mb-3">
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<li class="mb-2">Open the quote from the Quotes list and go to its Details page.</li>
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<li class="mb-2">Click <strong>Send Quote</strong>. The status changes from Draft to Sent.</li>
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<li class="mb-2">Click <strong>Send Quote via Email</strong>. The status changes from Draft to Sent and a PDF is emailed to the customer with an approval link.</li>
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<li class="mb-2">If email notifications are configured for your company, the customer will automatically receive an email with the quote details.</li>
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</ol>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-3" role="alert">
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@@ -283,9 +284,20 @@
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under their contact settings.
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</div>
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</div>
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<h3 class="h6 fw-semibold mt-3 mb-2">Send via SMS</h3>
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<p>
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Click <strong>Send Quote via SMS</strong> on the Details page to text the customer a short message
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containing their quote total and a link to the self-service approval portal. The customer can open the
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link on their phone and approve or decline without logging in.
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</p>
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<ul class="mb-3">
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<li class="mb-1">The customer must have <strong>SMS Opt-In</strong> enabled and a <strong>Mobile Phone</strong> number on their record.</li>
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<li class="mb-1">If you already sent the quote via email, the same approval link is reused — both the email link and SMS link remain valid simultaneously.</li>
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<li class="mb-1">For prospect quotes, the SMS goes to the <strong>Prospect Phone</strong> field on the quote.</li>
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</ul>
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<p>
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You can also manually mark a quote as <strong>Approved</strong> or <strong>Rejected</strong> when
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you hear back from the customer verbally or by phone, without going through a formal email send.
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you hear back from the customer verbally or by phone, without going through a formal email or SMS send.
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Use the status buttons on the quote Details page to do this.
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</p>
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<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
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@@ -393,6 +393,12 @@
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<h4 class="h6 fw-semibold mt-3 mb-2" style="font-size:.85rem;">What events send an SMS</h4>
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<ul class="mb-3">
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<li class="mb-1"><strong>Job Completed</strong> — notifies the customer their job is done and ready for pickup.</li>
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<li class="mb-1">
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<strong>Quote Approval Request</strong> — sends the customer a link to review and approve or decline
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their quote directly from their phone. Click <strong>Send Quote via SMS</strong> on any quote's Details
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page. If an email was already sent for the same quote, the existing approval link is reused so both
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delivery methods work simultaneously.
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</li>
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</ul>
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<h4 class="h6 fw-semibold mt-3 mb-2" style="font-size:.85rem;">Compose-before-send vs. auto-send</h4>
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<p>
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@@ -1199,6 +1199,10 @@
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<i class="bi bi-lightning-charge"></i>
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<span>Stripe Events</span>
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</a>
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<a asp-controller="SmsAgreements" asp-action="Index" class="nav-link">
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<i class="bi bi-file-earmark-check"></i>
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<span>SMS Agreements</span>
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</a>
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<div class="nav-section-title">Content & Communication</div>
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<a asp-controller="Announcements" asp-action="Index" class="nav-link">
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@@ -0,0 +1,301 @@
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@model List<PowderCoating.Web.Controllers.CompanySmsRow>
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@{
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ViewData["Title"] = "SMS Agreements";
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var currentVersion = ViewBag.CurrentTermsVersion as string ?? "1.0";
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var filter = ViewBag.Filter as string ?? "all";
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var search = ViewBag.Search as string ?? "";
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}
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<div class="container-fluid py-4">
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<div class="d-flex align-items-center justify-content-between mb-4">
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<div>
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<h1 class="h3 mb-0"><i class="bi bi-file-earmark-check me-2 text-primary"></i>SMS Agreements</h1>
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<p class="text-muted mb-0 small">Per-company SMS terms acceptance log — current terms version: <strong>v@currentVersion</strong></p>
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</div>
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</div>
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<!-- Stats -->
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<div class="row g-3 mb-4">
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<div class="col-sm-4">
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<div class="card border-0 shadow-sm h-100">
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<div class="card-body d-flex align-items-center gap-3">
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<div class="rounded-circle bg-primary bg-opacity-10 d-flex align-items-center justify-content-center" style="width:48px;height:48px;flex-shrink:0">
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<i class="bi bi-building text-primary fs-5"></i>
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</div>
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<div>
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<div class="fs-4 fw-bold lh-1">@ViewBag.TotalCompanies</div>
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<div class="text-muted small">Active Companies</div>
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</div>
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</div>
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</div>
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</div>
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<div class="col-sm-4">
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<div class="card border-0 shadow-sm h-100">
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<div class="card-body d-flex align-items-center gap-3">
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<div class="rounded-circle bg-success bg-opacity-10 d-flex align-items-center justify-content-center" style="width:48px;height:48px;flex-shrink:0">
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<i class="bi bi-check-circle text-success fs-5"></i>
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</div>
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<div>
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<div class="fs-4 fw-bold lh-1">@ViewBag.AcceptedCount</div>
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<div class="text-muted small">Accepted Current Terms</div>
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</div>
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</div>
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</div>
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</div>
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<div class="col-sm-4">
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<div class="card border-0 shadow-sm h-100">
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<div class="card-body d-flex align-items-center gap-3">
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<div class="rounded-circle bg-info bg-opacity-10 d-flex align-items-center justify-content-center" style="width:48px;height:48px;flex-shrink:0">
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<i class="bi bi-chat-dots text-info fs-5"></i>
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</div>
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<div>
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<div class="fs-4 fw-bold lh-1">@ViewBag.SmsEnabledCount</div>
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<div class="text-muted small">SMS Currently Enabled</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Filters + Search -->
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<div class="card border-0 shadow-sm mb-4">
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<div class="card-body">
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<div class="d-flex flex-wrap gap-2 align-items-center justify-content-between">
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<div class="d-flex flex-wrap gap-2">
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<a asp-action="Index" asp-route-search="@search"
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class="btn btn-sm @(filter == "all" ? "btn-primary" : "btn-outline-secondary")">All</a>
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<a asp-action="Index" asp-route-filter="accepted" asp-route-search="@search"
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class="btn btn-sm @(filter == "accepted" ? "btn-success" : "btn-outline-success")">
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<i class="bi bi-check-circle me-1"></i>Accepted Current Terms
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</a>
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<a asp-action="Index" asp-route-filter="pending" asp-route-search="@search"
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class="btn btn-sm @(filter == "pending" ? "btn-warning" : "btn-outline-warning")">
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<i class="bi bi-clock me-1"></i>Not Accepted
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</a>
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<a asp-action="Index" asp-route-filter="enabled" asp-route-search="@search"
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class="btn btn-sm @(filter == "enabled" ? "btn-info" : "btn-outline-info")">
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<i class="bi bi-chat-dots me-1"></i>SMS Enabled
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</a>
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<a asp-action="Index" asp-route-filter="disabled" asp-route-search="@search"
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class="btn btn-sm @(filter == "disabled" ? "btn-danger" : "btn-outline-danger")">
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<i class="bi bi-slash-circle me-1"></i>Admin-Disabled
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</a>
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</div>
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<form method="get" class="d-flex gap-2" style="min-width:240px;">
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<input type="hidden" name="filter" value="@filter" />
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<input type="text" name="search" value="@search" class="form-control form-control-sm"
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placeholder="Search company…" />
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<button type="submit" class="btn btn-sm btn-outline-secondary">
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<i class="bi bi-search"></i>
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</button>
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@if (!string.IsNullOrWhiteSpace(search))
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{
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<a asp-action="Index" asp-route-filter="@filter" class="btn btn-sm btn-outline-danger">
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<i class="bi bi-x"></i>
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</a>
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}
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</form>
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</div>
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</div>
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</div>
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<!-- Table -->
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<div class="card border-0 shadow-sm">
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<div class="card-body p-0">
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@if (!Model.Any())
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{
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<div class="text-center text-muted py-5">
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<i class="bi bi-file-earmark-x fs-1 d-block mb-2 opacity-25"></i>
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No companies match this filter.
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</div>
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}
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else
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{
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<div class="table-responsive">
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<table class="table table-hover align-middle mb-0">
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<thead class="table-light">
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<tr>
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<th>Company</th>
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<th>SMS Status</th>
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<th>Terms Accepted</th>
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<th>Accepted By</th>
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<th>Accepted At</th>
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<th>IP Address</th>
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<th class="text-center">History</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var row in Model)
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{
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<tr class="@(row.IsDeleted ? "text-muted" : "")">
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<td>
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<div class="fw-medium">
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@row.CompanyName
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@if (row.IsDeleted)
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{
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<span class="badge bg-secondary ms-1">Deleted</span>
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}
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</div>
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</td>
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<td>
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@if (row.SmsDisabledByAdmin)
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{
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<span class="badge bg-danger"><i class="bi bi-slash-circle me-1"></i>Admin-Disabled</span>
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}
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else if (row.SmsEnabled)
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{
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<span class="badge bg-success"><i class="bi bi-chat-dots me-1"></i>Enabled</span>
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}
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else
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{
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<span class="badge bg-secondary">Off</span>
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}
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</td>
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<td>
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@if (row.CurrentAgreement != null)
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{
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<span class="badge bg-success"><i class="bi bi-check-circle me-1"></i>v@row.CurrentAgreement.TermsVersion</span>
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}
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else if (row.LatestAgreement != null)
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{
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<span class="badge bg-warning text-dark" title="Accepted v@row.LatestAgreement.TermsVersion — current is v@currentVersion">
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<i class="bi bi-exclamation-triangle me-1"></i>Stale (v@row.LatestAgreement.TermsVersion)
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</span>
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}
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else
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{
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<span class="badge bg-light text-muted border">Never</span>
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}
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</td>
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<td>
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@if (row.CurrentAgreement != null)
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{
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<span>@row.CurrentAgreement.AgreedByUserName</span>
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}
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else if (row.LatestAgreement != null)
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{
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<span class="text-muted">@row.LatestAgreement.AgreedByUserName</span>
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}
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else
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{
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<span class="text-muted">—</span>
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}
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</td>
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<td>
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@{
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var displayAgreement = row.CurrentAgreement ?? row.LatestAgreement;
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}
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@if (displayAgreement != null)
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{
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<span class="@(row.CurrentAgreement == null ? "text-muted" : "")">
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@displayAgreement.AgreedAt.ToString("MMM d, yyyy 'at' h:mm tt") UTC
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</span>
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}
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else
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{
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<span class="text-muted">—</span>
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}
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</td>
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<td>
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@if (displayAgreement?.IpAddress != null)
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{
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<code class="small @(row.CurrentAgreement == null ? "text-muted" : "")">@displayAgreement.IpAddress</code>
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}
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else
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{
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<span class="text-muted">—</span>
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}
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</td>
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<td class="text-center">
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@if (row.AllAgreements.Count > 0)
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{
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<button type="button"
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class="btn btn-sm btn-outline-secondary"
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data-bs-toggle="modal"
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data-bs-target="#historyModal"
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data-company="@row.CompanyName"
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data-history="@System.Text.Json.JsonSerializer.Serialize(row.AllAgreements.Select(a => new {
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a.TermsVersion,
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a.AgreedByUserName,
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a.AgreedByUserId,
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AgreedAt = a.AgreedAt.ToString("MMM d, yyyy 'at' h:mm tt") + " UTC",
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IpAddress = a.IpAddress ?? "—",
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UserAgent = a.UserAgent ?? "—"
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}))">
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@row.AllAgreements.Count <i class="bi bi-clock-history ms-1"></i>
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</button>
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}
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else
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{
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<span class="text-muted small">—</span>
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}
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</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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}
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</div>
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@if (Model.Any())
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{
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<div class="card-footer text-muted small">
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Showing @Model.Count @(Model.Count == 1 ? "company" : "companies")
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</div>
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}
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</div>
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</div>
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<!-- History Modal -->
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<div class="modal fade" id="historyModal" tabindex="-1" aria-labelledby="historyModalLabel" aria-hidden="true">
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<div class="modal-dialog modal-lg">
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<div class="modal-content">
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<div class="modal-header">
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<h5 class="modal-title" id="historyModalLabel">
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<i class="bi bi-clock-history me-2"></i>Agreement History — <span id="historyCompanyName"></span>
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</h5>
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<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
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</div>
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<div class="modal-body p-0">
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<div class="table-responsive">
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<table class="table table-sm align-middle mb-0">
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<thead class="table-light">
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<tr>
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<th>Terms Version</th>
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<th>Accepted By</th>
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<th>Accepted At</th>
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<th>IP Address</th>
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<th>User Agent</th>
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</tr>
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</thead>
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<tbody id="historyTableBody"></tbody>
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</table>
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</div>
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
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</div>
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</div>
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</div>
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</div>
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@section Scripts {
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<script>
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document.getElementById('historyModal').addEventListener('show.bs.modal', function (e) {
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const btn = e.relatedTarget;
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document.getElementById('historyCompanyName').textContent = btn.dataset.company;
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const rows = JSON.parse(btn.dataset.history);
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const tbody = document.getElementById('historyTableBody');
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tbody.innerHTML = rows.map(r => `
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<tr>
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<td><span class="badge bg-primary">v${r.termsVersion}</span></td>
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<td>${r.agreedByUserName}</td>
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<td>${r.agreedAt}</td>
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<td><code class="small">${r.ipAddress}</code></td>
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<td><small class="text-muted text-truncate d-block" style="max-width:260px;" title="${r.userAgent}">${r.userAgent}</small></td>
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</tr>`).join('');
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});
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</script>
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}
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Reference in New Issue
Block a user