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:
2026-05-02 10:17:11 -04:00
parent a2d48c8b58
commit c18b580ec9
6 changed files with 430 additions and 4 deletions
@@ -0,0 +1,301 @@
@model List<PowderCoating.Web.Controllers.CompanySmsRow>
@{
ViewData["Title"] = "SMS Agreements";
var currentVersion = ViewBag.CurrentTermsVersion as string ?? "1.0";
var filter = ViewBag.Filter as string ?? "all";
var search = ViewBag.Search as string ?? "";
}
<div class="container-fluid py-4">
<div class="d-flex align-items-center justify-content-between mb-4">
<div>
<h1 class="h3 mb-0"><i class="bi bi-file-earmark-check me-2 text-primary"></i>SMS Agreements</h1>
<p class="text-muted mb-0 small">Per-company SMS terms acceptance log &mdash; current terms version: <strong>v@currentVersion</strong></p>
</div>
</div>
<!-- Stats -->
<div class="row g-3 mb-4">
<div class="col-sm-4">
<div class="card border-0 shadow-sm h-100">
<div class="card-body d-flex align-items-center gap-3">
<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">
<i class="bi bi-building text-primary fs-5"></i>
</div>
<div>
<div class="fs-4 fw-bold lh-1">@ViewBag.TotalCompanies</div>
<div class="text-muted small">Active Companies</div>
</div>
</div>
</div>
</div>
<div class="col-sm-4">
<div class="card border-0 shadow-sm h-100">
<div class="card-body d-flex align-items-center gap-3">
<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">
<i class="bi bi-check-circle text-success fs-5"></i>
</div>
<div>
<div class="fs-4 fw-bold lh-1">@ViewBag.AcceptedCount</div>
<div class="text-muted small">Accepted Current Terms</div>
</div>
</div>
</div>
</div>
<div class="col-sm-4">
<div class="card border-0 shadow-sm h-100">
<div class="card-body d-flex align-items-center gap-3">
<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">
<i class="bi bi-chat-dots text-info fs-5"></i>
</div>
<div>
<div class="fs-4 fw-bold lh-1">@ViewBag.SmsEnabledCount</div>
<div class="text-muted small">SMS Currently Enabled</div>
</div>
</div>
</div>
</div>
</div>
<!-- Filters + Search -->
<div class="card border-0 shadow-sm mb-4">
<div class="card-body">
<div class="d-flex flex-wrap gap-2 align-items-center justify-content-between">
<div class="d-flex flex-wrap gap-2">
<a asp-action="Index" asp-route-search="@search"
class="btn btn-sm @(filter == "all" ? "btn-primary" : "btn-outline-secondary")">All</a>
<a asp-action="Index" asp-route-filter="accepted" asp-route-search="@search"
class="btn btn-sm @(filter == "accepted" ? "btn-success" : "btn-outline-success")">
<i class="bi bi-check-circle me-1"></i>Accepted Current Terms
</a>
<a asp-action="Index" asp-route-filter="pending" asp-route-search="@search"
class="btn btn-sm @(filter == "pending" ? "btn-warning" : "btn-outline-warning")">
<i class="bi bi-clock me-1"></i>Not Accepted
</a>
<a asp-action="Index" asp-route-filter="enabled" asp-route-search="@search"
class="btn btn-sm @(filter == "enabled" ? "btn-info" : "btn-outline-info")">
<i class="bi bi-chat-dots me-1"></i>SMS Enabled
</a>
<a asp-action="Index" asp-route-filter="disabled" asp-route-search="@search"
class="btn btn-sm @(filter == "disabled" ? "btn-danger" : "btn-outline-danger")">
<i class="bi bi-slash-circle me-1"></i>Admin-Disabled
</a>
</div>
<form method="get" class="d-flex gap-2" style="min-width:240px;">
<input type="hidden" name="filter" value="@filter" />
<input type="text" name="search" value="@search" class="form-control form-control-sm"
placeholder="Search company&hellip;" />
<button type="submit" class="btn btn-sm btn-outline-secondary">
<i class="bi bi-search"></i>
</button>
@if (!string.IsNullOrWhiteSpace(search))
{
<a asp-action="Index" asp-route-filter="@filter" class="btn btn-sm btn-outline-danger">
<i class="bi bi-x"></i>
</a>
}
</form>
</div>
</div>
</div>
<!-- Table -->
<div class="card border-0 shadow-sm">
<div class="card-body p-0">
@if (!Model.Any())
{
<div class="text-center text-muted py-5">
<i class="bi bi-file-earmark-x fs-1 d-block mb-2 opacity-25"></i>
No companies match this filter.
</div>
}
else
{
<div class="table-responsive">
<table class="table table-hover align-middle mb-0">
<thead class="table-light">
<tr>
<th>Company</th>
<th>SMS Status</th>
<th>Terms Accepted</th>
<th>Accepted By</th>
<th>Accepted At</th>
<th>IP Address</th>
<th class="text-center">History</th>
</tr>
</thead>
<tbody>
@foreach (var row in Model)
{
<tr class="@(row.IsDeleted ? "text-muted" : "")">
<td>
<div class="fw-medium">
@row.CompanyName
@if (row.IsDeleted)
{
<span class="badge bg-secondary ms-1">Deleted</span>
}
</div>
</td>
<td>
@if (row.SmsDisabledByAdmin)
{
<span class="badge bg-danger"><i class="bi bi-slash-circle me-1"></i>Admin-Disabled</span>
}
else if (row.SmsEnabled)
{
<span class="badge bg-success"><i class="bi bi-chat-dots me-1"></i>Enabled</span>
}
else
{
<span class="badge bg-secondary">Off</span>
}
</td>
<td>
@if (row.CurrentAgreement != null)
{
<span class="badge bg-success"><i class="bi bi-check-circle me-1"></i>v@row.CurrentAgreement.TermsVersion</span>
}
else if (row.LatestAgreement != null)
{
<span class="badge bg-warning text-dark" title="Accepted v@row.LatestAgreement.TermsVersion — current is v@currentVersion">
<i class="bi bi-exclamation-triangle me-1"></i>Stale (v@row.LatestAgreement.TermsVersion)
</span>
}
else
{
<span class="badge bg-light text-muted border">Never</span>
}
</td>
<td>
@if (row.CurrentAgreement != null)
{
<span>@row.CurrentAgreement.AgreedByUserName</span>
}
else if (row.LatestAgreement != null)
{
<span class="text-muted">@row.LatestAgreement.AgreedByUserName</span>
}
else
{
<span class="text-muted">—</span>
}
</td>
<td>
@{
var displayAgreement = row.CurrentAgreement ?? row.LatestAgreement;
}
@if (displayAgreement != null)
{
<span class="@(row.CurrentAgreement == null ? "text-muted" : "")">
@displayAgreement.AgreedAt.ToString("MMM d, yyyy 'at' h:mm tt") UTC
</span>
}
else
{
<span class="text-muted">—</span>
}
</td>
<td>
@if (displayAgreement?.IpAddress != null)
{
<code class="small @(row.CurrentAgreement == null ? "text-muted" : "")">@displayAgreement.IpAddress</code>
}
else
{
<span class="text-muted">—</span>
}
</td>
<td class="text-center">
@if (row.AllAgreements.Count > 0)
{
<button type="button"
class="btn btn-sm btn-outline-secondary"
data-bs-toggle="modal"
data-bs-target="#historyModal"
data-company="@row.CompanyName"
data-history="@System.Text.Json.JsonSerializer.Serialize(row.AllAgreements.Select(a => new {
a.TermsVersion,
a.AgreedByUserName,
a.AgreedByUserId,
AgreedAt = a.AgreedAt.ToString("MMM d, yyyy 'at' h:mm tt") + " UTC",
IpAddress = a.IpAddress ?? "—",
UserAgent = a.UserAgent ?? "—"
}))">
@row.AllAgreements.Count <i class="bi bi-clock-history ms-1"></i>
</button>
}
else
{
<span class="text-muted small">—</span>
}
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
@if (Model.Any())
{
<div class="card-footer text-muted small">
Showing @Model.Count @(Model.Count == 1 ? "company" : "companies")
</div>
}
</div>
</div>
<!-- History Modal -->
<div class="modal fade" id="historyModal" tabindex="-1" aria-labelledby="historyModalLabel" aria-hidden="true">
<div class="modal-dialog modal-lg">
<div class="modal-content">
<div class="modal-header">
<h5 class="modal-title" id="historyModalLabel">
<i class="bi bi-clock-history me-2"></i>Agreement History — <span id="historyCompanyName"></span>
</h5>
<button type="button" class="btn-close" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body p-0">
<div class="table-responsive">
<table class="table table-sm align-middle mb-0">
<thead class="table-light">
<tr>
<th>Terms Version</th>
<th>Accepted By</th>
<th>Accepted At</th>
<th>IP Address</th>
<th>User Agent</th>
</tr>
</thead>
<tbody id="historyTableBody"></tbody>
</table>
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Close</button>
</div>
</div>
</div>
</div>
@section Scripts {
<script>
document.getElementById('historyModal').addEventListener('show.bs.modal', function (e) {
const btn = e.relatedTarget;
document.getElementById('historyCompanyName').textContent = btn.dataset.company;
const rows = JSON.parse(btn.dataset.history);
const tbody = document.getElementById('historyTableBody');
tbody.innerHTML = rows.map(r => `
<tr>
<td><span class="badge bg-primary">v${r.termsVersion}</span></td>
<td>${r.agreedByUserName}</td>
<td>${r.agreedAt}</td>
<td><code class="small">${r.ipAddress}</code></td>
<td><small class="text-muted text-truncate d-block" style="max-width:260px;" title="${r.userAgent}">${r.userAgent}</small></td>
</tr>`).join('');
});
</script>
}