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:
@@ -90,9 +90,30 @@
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<div class="row justify-content-end">
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<div class="col-sm-6 col-md-5">
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<div class="d-flex justify-content-between mb-1">
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<span class="text-muted">Subtotal</span>
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<span>@Model.SubTotal.ToString("C")</span>
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<span class="text-muted">Items Subtotal</span>
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<span>@Model.ItemsSubtotal.ToString("C")</span>
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</div>
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@if (Model.OvenBatchCost > 0)
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{
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<div class="d-flex justify-content-between mb-1">
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<span class="text-muted">Oven Processing</span>
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<span>@Model.OvenBatchCost.ToString("C")</span>
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</div>
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}
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@if (Model.ShopSuppliesAmount > 0)
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{
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<div class="d-flex justify-content-between mb-1">
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<span class="text-muted">Shop Supplies (@(Model.ShopSuppliesPercent.ToString("0.##"))%)</span>
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<span>@Model.ShopSuppliesAmount.ToString("C")</span>
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</div>
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}
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@if (Model.OvenBatchCost > 0 || Model.ShopSuppliesAmount > 0)
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{
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<div class="d-flex justify-content-between mb-1 fw-semibold">
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<span>Subtotal</span>
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<span>@Model.SubTotal.ToString("C")</span>
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</div>
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}
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@if (Model.DiscountAmount > 0 && !Model.HideDiscountFromCustomer)
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{
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<div class="d-flex justify-content-between mb-1 text-success">
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@@ -207,6 +207,47 @@
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</div>
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</div>
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<!-- SMS Notifications -->
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<div class="card mb-4 border-info">
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<div class="card-header bg-info bg-opacity-10">
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<h5 class="mb-0">
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<i class="bi bi-phone me-2"></i>SMS Notifications
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</h5>
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</div>
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<div class="card-body">
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<input type="hidden" asp-for="ProspectSmsConsentedAt" />
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@if (Model.SmsConsent)
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{
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<div class="alert alert-success alert-permanent mb-3 py-2">
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<i class="bi bi-check-circle me-1"></i>
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<strong>SMS consent was recorded on the quote</strong>
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@if (Model.ProspectSmsConsentedAt.HasValue)
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{
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<span>on @Model.ProspectSmsConsentedAt.Value.ToLocalTime().ToString("MM/dd/yyyy")</span>
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}
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</div>
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}
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else
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{
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<div class="alert alert-warning alert-permanent mb-3 py-2">
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<i class="bi bi-exclamation-triangle me-1"></i>
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<strong>No SMS consent was recorded on the quote.</strong>
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</div>
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}
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<div class="form-check">
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<input asp-for="SmsConsent" class="form-check-input" id="SmsConsent" />
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<label class="form-check-label fw-semibold" for="SmsConsent">
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Customer has given verbal consent to receive SMS notifications
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</label>
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</div>
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<small class="text-muted d-block mt-1">
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<i class="bi bi-shield-check me-1"></i>
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Only check if the customer has explicitly agreed to receive text messages (TCPA compliance).
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If checked, the new customer record will have SMS enabled and a confirmation text will be sent.
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</small>
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</div>
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</div>
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<!-- Form Actions -->
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<div class="mb-4">
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<button type="submit" class="btn btn-success btn-lg">
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@@ -104,6 +104,19 @@
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<span asp-validation-for="ProspectPhone" class="text-danger"></span>
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</div>
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</div>
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<div class="row mt-2" id="prospectSmsConsentRow" style="display:none;">
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<div class="col-12">
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<div class="form-check">
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<input asp-for="ProspectSmsConsent" class="form-check-input" id="ProspectSmsConsent" />
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<label class="form-check-label fw-semibold" for="ProspectSmsConsent">
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Customer verbally agreed to receive SMS notifications
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</label>
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</div>
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<small class="text-muted">
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<i class="bi bi-shield-check me-1"></i>Only check if the customer explicitly consented to receive text messages (TCPA compliance).
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</small>
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</div>
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</div>
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<div class="row mt-2 quote-advanced-only">
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<div class="col-md-6">
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<label asp-for="ProspectAddress" class="form-label"></label>
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@@ -764,8 +777,23 @@
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if (el) el.removeAttribute('required');
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});
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}
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updateProspectSmsConsentVisibility();
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}
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function updateProspectSmsConsentVisibility() {
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const phoneEl = document.getElementById('prospectPhone');
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const row = document.getElementById('prospectSmsConsentRow');
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if (!phoneEl || !row) return;
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const isProspect = document.getElementById('forProspect')?.checked;
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row.style.display = (isProspect && phoneEl.value.trim()) ? '' : 'none';
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}
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document.addEventListener('DOMContentLoaded', function () {
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const phoneEl = document.getElementById('prospectPhone');
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if (phoneEl) phoneEl.addEventListener('input', updateProspectSmsConsentVisibility);
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updateProspectSmsConsentVisibility();
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});
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// Discount type toggle
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function onDiscountTypeChange() {
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const type = document.getElementById('discountTypeSelect').value;
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@@ -52,10 +52,23 @@
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</div>
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<div class="col-md-6">
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<label asp-for="ProspectPhone" class="form-label">Phone <span class="text-danger">*</span></label>
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<input asp-for="ProspectPhone" class="form-control" type="tel" />
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<input asp-for="ProspectPhone" class="form-control" type="tel" id="editProspectPhone" />
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<span asp-validation-for="ProspectPhone" class="text-danger"></span>
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</div>
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</div>
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<div class="row mt-2" id="editProspectSmsConsentRow">
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<div class="col-12">
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<div class="form-check">
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<input asp-for="ProspectSmsConsent" class="form-check-input" id="ProspectSmsConsent" />
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<label class="form-check-label fw-semibold" for="ProspectSmsConsent">
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Customer verbally agreed to receive SMS notifications
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</label>
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</div>
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<small class="text-muted">
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<i class="bi bi-shield-check me-1"></i>Only check if the customer explicitly consented to receive text messages (TCPA compliance).
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</small>
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</div>
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</div>
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<div class="row mt-2">
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<div class="col-md-6">
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<label asp-for="ProspectAddress" class="form-label"></label>
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@@ -683,8 +696,20 @@
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if (custEl) new TomSelect(custEl, { placeholder: '-- Select Customer --', openOnFocus: true, maxOptions: false,
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onChange: function(value) { onQuoteCustomerChanged({ value: value }); }
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});
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// Show/hide SMS consent row based on phone field value
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const phoneEl = document.getElementById('editProspectPhone');
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if (phoneEl) {
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phoneEl.addEventListener('input', updateEditProspectSmsConsent);
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updateEditProspectSmsConsent();
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}
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});
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function updateEditProspectSmsConsent() {
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const phoneEl = document.getElementById('editProspectPhone');
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const row = document.getElementById('editProspectSmsConsentRow');
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if (phoneEl && row) row.style.display = phoneEl.value.trim() ? '' : 'none';
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}
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function onQuoteCustomerChanged(select) {
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const meta = JSON.parse(document.getElementById('quoteMetaData').textContent);
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const optOutIds = new Set(meta.emailOptOutCustomerIds || []);
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