Add TCPA-compliant SMS consent tracking for prospect quotes
- 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:
@@ -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,
|
||||
|
||||
@@ -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; }
|
||||
|
||||
@@ -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">
|
||||
|
||||
@@ -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">
|
||||
|
||||
@@ -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;
|
||||
|
||||
@@ -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 || []);
|
||||
|
||||
Reference in New Issue
Block a user