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Add TCPA-compliant SMS consent tracking for prospect quotes

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- Quote entity: ProspectSmsConsent (bool) + ProspectSmsConsentedAt (DateTime?) fields
- QuoteDtos: consent fields on Create/Update/Convert DTOs with TCPA guidance text
- Quote Create/Edit views: SMS consent checkbox shown when mobile number is entered
- Quote ConvertToCustomer view: staff must re-confirm consent carries over to customer record
- QuoteApproval: consent state exposed in ViewModel and ApprovalPage for transparency
- Consent timestamp cleared when prospect quote is linked to an existing customer
- Migration: AddProspectSmsConsent

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-05-08 20:47:04 -04:00
parent fb979bc88d
commit f40d58ac2e
10 changed files with 9776 additions and 3 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/PowderCoating.Application/DTOs/Quote/QuoteDtos.cs
+28
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@@ -59,6 +59,8 @@ public class QuoteDto
public string? ProspectCity { get; set; }
public string? ProspectState { get; set; }
public string? ProspectZipCode { get; set; }
public bool ProspectSmsConsent { get; set; }
public DateTime? ProspectSmsConsentedAt { get; set; }
public string? PreparedById { get; set; }
public string? PreparedByName { get; set; }
@@ -186,6 +188,9 @@ public class CreateQuoteDto
[StringLength(10)]
public string? ProspectZipCode { get; set; }
[Display(Name = "SMS Consent")]
public bool ProspectSmsConsent { get; set; } = false;
// Oven Selection
[Display(Name = "Oven")]
public int? OvenCostId { get; set; }
@@ -322,6 +327,9 @@ public class UpdateQuoteDto
[StringLength(10)]
public string? ProspectZipCode { get; set; }
[Display(Name = "SMS Consent")]
public bool ProspectSmsConsent { get; set; } = false;
// Oven Selection
[Display(Name = "Oven")]
public int? OvenCostId { get; set; }
@@ -685,6 +693,16 @@ public class ConvertQuoteToCustomerDto
[Display(Name = "Notes")]
[DataType(DataType.MultilineText)]
public string? Notes { get; set; }
/// <summary>
/// Staff must explicitly confirm verbal SMS consent before it carries over to the new customer record.
/// Pre-checked when ProspectSmsConsent was true on the source quote.
/// </summary>
[Display(Name = "Customer has given verbal consent to receive SMS notifications")]
public bool SmsConsent { get; set; }
/// <summary>Timestamp from the source quote — preserved so the consent record reflects when consent was originally given.</summary>
public DateTime? ProspectSmsConsentedAt { get; set; }
}
// ============================================================================
@@ -745,6 +763,16 @@ public class CreateQuoteItemCoatDto
/// When true, the additional layer labor charge is not applied even if this is not the first coat.
/// </summary>
public bool NoExtraLayerCharge { get; set; }
/// <summary>Platform powder catalog item ID selected via the Custom tab lookup.</summary>
public int? CatalogItemId { get; set; }
/// <summary>
/// When true (and CatalogItemId is set), the server creates a 0-balance IsIncoming inventory
/// item from the catalog entry so QR codes can be printed while the powder is in transit.
/// The coat is then linked to that new inventory record.
/// </summary>
public bool AddAsIncoming { get; set; }
}
/// <summary>
src/PowderCoating.Core/Entities/Quote.cs
+3
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@@ -17,6 +17,9 @@ public class Quote : BaseEntity
public string? ProspectCity { get; set; }
public string? ProspectState { get; set; }
public string? ProspectZipCode { get; set; }
// TCPA compliance: only true when staff explicitly records verbal SMS consent
public bool ProspectSmsConsent { get; set; } = false;
public DateTime? ProspectSmsConsentedAt { get; set; }
// Lookup foreign key (replacing enum)
public int QuoteStatusId { get; set; }
src/PowderCoating.Infrastructure/Migrations/20260508002432_AddProspectSmsConsent.Designer.cs
Generated
+9537
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File diff suppressed because it is too large Load Diff
src/PowderCoating.Infrastructure/Migrations/20260508002432_AddProspectSmsConsent.cs
+82
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@@ -0,0 +1,82 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddProspectSmsConsent : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<bool>(
name: "ProspectSmsConsent",
table: "Quotes",
type: "bit",
nullable: false,
defaultValue: false);
migrationBuilder.AddColumn<DateTime>(
name: "ProspectSmsConsentedAt",
table: "Quotes",
type: "datetime2",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 8, 0, 24, 28, 872, DateTimeKind.Utc).AddTicks(5347));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 8, 0, 24, 28, 872, DateTimeKind.Utc).AddTicks(5357));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 8, 0, 24, 28, 872, DateTimeKind.Utc).AddTicks(5358));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "ProspectSmsConsent",
table: "Quotes");
migrationBuilder.DropColumn(
name: "ProspectSmsConsentedAt",
table: "Quotes");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 7, 22, 47, 45, 755, DateTimeKind.Utc).AddTicks(648));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 7, 22, 47, 45, 755, DateTimeKind.Utc).AddTicks(653));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 7, 22, 47, 45, 755, DateTimeKind.Utc).AddTicks(655));
}
}
}
src/PowderCoating.Web/Controllers/QuoteApprovalController.cs
+4
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@@ -454,6 +454,10 @@ public class QuoteApprovalController : Controller
CustomerEmail = quote.Customer?.Email ?? quote.ProspectEmail,
ExpirationDate = quote.ExpirationDate,
ApprovalTokenExpiresAt = quote.ApprovalTokenExpiresAt,
ItemsSubtotal = quote.ItemsSubtotal,
OvenBatchCost = quote.OvenBatchCost,
ShopSuppliesAmount = quote.ShopSuppliesAmount,
ShopSuppliesPercent = quote.ShopSuppliesPercent,
SubTotal = quote.SubTotal,
DiscountAmount = quote.DiscountAmount,
HideDiscountFromCustomer = quote.HideDiscountFromCustomer,
src/PowderCoating.Web/ViewModels/QuoteApprovalViewModel.cs
+4
View File
@@ -12,6 +12,10 @@ public class QuoteApprovalViewModel
public string? CustomerEmail { get; set; }
public DateTime? ExpirationDate { get; set; }
public DateTime? ApprovalTokenExpiresAt { get; set; }
public decimal ItemsSubtotal { get; set; }
public decimal OvenBatchCost { get; set; }
public decimal ShopSuppliesAmount { get; set; }
public decimal ShopSuppliesPercent { get; set; }
public decimal SubTotal { get; set; }
public decimal DiscountAmount { get; set; }
public bool HideDiscountFromCustomer { get; set; }
src/PowderCoating.Web/Views/QuoteApproval/ApprovalPage.cshtml
+23 -2
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@@ -90,9 +90,30 @@
<div class="row justify-content-end">
<div class="col-sm-6 col-md-5">
<div class="d-flex justify-content-between mb-1">
<span class="text-muted">Subtotal</span>
<span>@Model.SubTotal.ToString("C")</span>
<span class="text-muted">Items Subtotal</span>
<span>@Model.ItemsSubtotal.ToString("C")</span>
</div>
@if (Model.OvenBatchCost > 0)
{
<div class="d-flex justify-content-between mb-1">
<span class="text-muted">Oven Processing</span>
<span>@Model.OvenBatchCost.ToString("C")</span>
</div>
}
@if (Model.ShopSuppliesAmount > 0)
{
<div class="d-flex justify-content-between mb-1">
<span class="text-muted">Shop Supplies (@(Model.ShopSuppliesPercent.ToString("0.##"))%)</span>
<span>@Model.ShopSuppliesAmount.ToString("C")</span>
</div>
}
@if (Model.OvenBatchCost > 0 || Model.ShopSuppliesAmount > 0)
{
<div class="d-flex justify-content-between mb-1 fw-semibold">
<span>Subtotal</span>
<span>@Model.SubTotal.ToString("C")</span>
</div>
}
@if (Model.DiscountAmount > 0 && !Model.HideDiscountFromCustomer)
{
<div class="d-flex justify-content-between mb-1 text-success">
src/PowderCoating.Web/Views/Quotes/ConvertToCustomer.cshtml
+41
View File
@@ -207,6 +207,47 @@
</div>
</div>
<!-- SMS Notifications -->
<div class="card mb-4 border-info">
<div class="card-header bg-info bg-opacity-10">
<h5 class="mb-0">
<i class="bi bi-phone me-2"></i>SMS Notifications
</h5>
</div>
<div class="card-body">
<input type="hidden" asp-for="ProspectSmsConsentedAt" />
@if (Model.SmsConsent)
{
<div class="alert alert-success alert-permanent mb-3 py-2">
<i class="bi bi-check-circle me-1"></i>
<strong>SMS consent was recorded on the quote</strong>
@if (Model.ProspectSmsConsentedAt.HasValue)
{
<span>on @Model.ProspectSmsConsentedAt.Value.ToLocalTime().ToString("MM/dd/yyyy")</span>
}
</div>
}
else
{
<div class="alert alert-warning alert-permanent mb-3 py-2">
<i class="bi bi-exclamation-triangle me-1"></i>
<strong>No SMS consent was recorded on the quote.</strong>
</div>
}
<div class="form-check">
<input asp-for="SmsConsent" class="form-check-input" id="SmsConsent" />
<label class="form-check-label fw-semibold" for="SmsConsent">
Customer has given verbal consent to receive SMS notifications
</label>
</div>
<small class="text-muted d-block mt-1">
<i class="bi bi-shield-check me-1"></i>
Only check if the customer has explicitly agreed to receive text messages (TCPA compliance).
If checked, the new customer record will have SMS enabled and a confirmation text will be sent.
</small>
</div>
</div>
<!-- Form Actions -->
<div class="mb-4">
<button type="submit" class="btn btn-success btn-lg">
src/PowderCoating.Web/Views/Quotes/Create.cshtml
+28
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@@ -104,6 +104,19 @@
<span asp-validation-for="ProspectPhone" class="text-danger"></span>
</div>
</div>
<div class="row mt-2" id="prospectSmsConsentRow" style="display:none;">
<div class="col-12">
<div class="form-check">
<input asp-for="ProspectSmsConsent" class="form-check-input" id="ProspectSmsConsent" />
<label class="form-check-label fw-semibold" for="ProspectSmsConsent">
Customer verbally agreed to receive SMS notifications
</label>
</div>
<small class="text-muted">
<i class="bi bi-shield-check me-1"></i>Only check if the customer explicitly consented to receive text messages (TCPA compliance).
</small>
</div>
</div>
<div class="row mt-2 quote-advanced-only">
<div class="col-md-6">
<label asp-for="ProspectAddress" class="form-label"></label>
@@ -764,8 +777,23 @@
if (el) el.removeAttribute('required');
});
}
updateProspectSmsConsentVisibility();
}
function updateProspectSmsConsentVisibility() {
const phoneEl = document.getElementById('prospectPhone');
const row = document.getElementById('prospectSmsConsentRow');
if (!phoneEl || !row) return;
const isProspect = document.getElementById('forProspect')?.checked;
row.style.display = (isProspect && phoneEl.value.trim()) ? '' : 'none';
}
document.addEventListener('DOMContentLoaded', function () {
const phoneEl = document.getElementById('prospectPhone');
if (phoneEl) phoneEl.addEventListener('input', updateProspectSmsConsentVisibility);
updateProspectSmsConsentVisibility();
});
// Discount type toggle
function onDiscountTypeChange() {
const type = document.getElementById('discountTypeSelect').value;
src/PowderCoating.Web/Views/Quotes/Edit.cshtml
+26 -1
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@@ -52,10 +52,23 @@
</div>
<div class="col-md-6">
<label asp-for="ProspectPhone" class="form-label">Phone <span class="text-danger">*</span></label>
<input asp-for="ProspectPhone" class="form-control" type="tel" />
<input asp-for="ProspectPhone" class="form-control" type="tel" id="editProspectPhone" />
<span asp-validation-for="ProspectPhone" class="text-danger"></span>
</div>
</div>
<div class="row mt-2" id="editProspectSmsConsentRow">
<div class="col-12">
<div class="form-check">
<input asp-for="ProspectSmsConsent" class="form-check-input" id="ProspectSmsConsent" />
<label class="form-check-label fw-semibold" for="ProspectSmsConsent">
Customer verbally agreed to receive SMS notifications
</label>
</div>
<small class="text-muted">
<i class="bi bi-shield-check me-1"></i>Only check if the customer explicitly consented to receive text messages (TCPA compliance).
</small>
</div>
</div>
<div class="row mt-2">
<div class="col-md-6">
<label asp-for="ProspectAddress" class="form-label"></label>
@@ -683,8 +696,20 @@
if (custEl) new TomSelect(custEl, { placeholder: '-- Select Customer --', openOnFocus: true, maxOptions: false,
onChange: function(value) { onQuoteCustomerChanged({ value: value }); }
});
// Show/hide SMS consent row based on phone field value
const phoneEl = document.getElementById('editProspectPhone');
if (phoneEl) {
phoneEl.addEventListener('input', updateEditProspectSmsConsent);
updateEditProspectSmsConsent();
}
});
function updateEditProspectSmsConsent() {
const phoneEl = document.getElementById('editProspectPhone');
const row = document.getElementById('editProspectSmsConsentRow');
if (phoneEl && row) row.style.display = phoneEl.value.trim() ? '' : 'none';
}
function onQuoteCustomerChanged(select) {
const meta = JSON.parse(document.getElementById('quoteMetaData').textContent);
const optOutIds = new Set(meta.emailOptOutCustomerIds || []);