spouliot
f40d58ac2e
- 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>
336 lines
17 KiB
Plaintext
336 lines
17 KiB
Plaintext
@model PowderCoating.Application.DTOs.Quote.ConvertQuoteToCustomerDto
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@{
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ViewData["Title"] = "Convert Prospect/Walk-In to Customer";
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ViewData["PageIcon"] = "bi-arrow-right-circle-fill";
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}
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<div class="container-fluid mt-4">
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<div class="mb-4">
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<p class="text-muted">Quote: <strong>@Model.QuoteNumber</strong></p>
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</div>
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<div class="row">
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<div class="col-lg-8">
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<form asp-action="ConvertToCustomer" method="post">
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<input type="hidden" asp-for="QuoteId" />
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<input type="hidden" asp-for="QuoteNumber" />
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<partial name="_ValidationSummary" />
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<!-- Quote Summary (Read-Only) -->
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<div class="card mb-4">
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<div class="card-header bg-info text-white">
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<h5 class="mb-0">
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<i class="bi bi-file-text me-2"></i>Quote Summary
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</h5>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6">
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<p><strong>Quote Number:</strong> @Model.QuoteNumber</p>
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<p><strong>Current Prospect/Walk-In:</strong> @(Model.CompanyName ?? Model.ContactName ?? "Unknown")</p>
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</div>
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<div class="col-md-6">
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<p><strong>Email:</strong> @(Model.Email ?? "-")</p>
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<p><strong>Phone:</strong> @(Model.Phone ?? "-")</p>
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</div>
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</div>
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<div class="alert alert-warning mb-0">
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<i class="bi bi-exclamation-triangle me-2"></i>
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<strong>Note:</strong> Converting this prospect will create a new customer record
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and link this quote to that customer. The quote status will change to "Converted".
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</div>
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</div>
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</div>
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<!-- Customer Information -->
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<div class="card mb-4">
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<div class="card-header">
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<h5 class="mb-0">
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<i class="bi bi-building me-2"></i>Customer Information
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</h5>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-12">
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<div class="mb-3">
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<label asp-for="IsCommercial" class="form-label">Customer Type</label>
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<select asp-for="IsCommercial" class="form-select" id="customerTypeSelect" onchange="toggleCompanyNameRequired()">
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<option value="false">Individual</option>
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<option value="true">Commercial</option>
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</select>
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="CompanyName" class="form-label">
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Company Name <span id="companyNameRequired" class="text-danger" style="display:none;">*</span>
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</label>
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<input asp-for="CompanyName" class="form-control" />
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<span asp-validation-for="CompanyName" class="text-danger"></span>
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="ContactName" class="form-label">Contact Name <span class="text-danger">*</span></label>
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<input asp-for="ContactName" class="form-control" placeholder="First and last name" />
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<span asp-validation-for="ContactName" class="text-danger"></span>
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-12 mb-2">
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<small class="text-muted"><span class="text-danger">*</span> At least one of email or phone is required.</small>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="Email" class="form-label">Email</label>
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<input asp-for="Email" class="form-control" type="email" placeholder="customer@example.com" />
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<span asp-validation-for="Email" class="text-danger"></span>
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="Phone" class="form-label">Phone</label>
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<input asp-for="Phone" class="form-control" type="tel" placeholder="(555) 000-0000" />
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<span asp-validation-for="Phone" class="text-danger"></span>
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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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<!-- Address Information -->
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<div class="card mb-4">
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<div class="card-header">
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<h5 class="mb-0">
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<i class="bi bi-geo-alt me-2"></i>Address Information
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</h5>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-12">
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<div class="mb-3">
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<label asp-for="Address" class="form-label"></label>
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<input asp-for="Address" class="form-control" />
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<span asp-validation-for="Address" class="text-danger"></span>
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="City" class="form-label"></label>
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<input asp-for="City" class="form-control" />
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<span asp-validation-for="City" class="text-danger"></span>
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</div>
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</div>
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<div class="col-md-3">
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<div class="mb-3">
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<label asp-for="State" class="form-label"></label>
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<input asp-for="State" class="form-control" maxlength="2" />
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<span asp-validation-for="State" class="text-danger"></span>
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</div>
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</div>
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<div class="col-md-3">
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<div class="mb-3">
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<label asp-for="ZipCode" class="form-label"></label>
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<input asp-for="ZipCode" class="form-control" />
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<span asp-validation-for="ZipCode" class="text-danger"></span>
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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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<!-- Additional Customer Details -->
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<div class="card mb-4">
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<div class="card-header">
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<h5 class="mb-0">
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<i class="bi bi-gear me-2"></i>Additional Details
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</h5>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="TaxId" class="form-label"></label>
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<input asp-for="TaxId" class="form-control" />
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<span asp-validation-for="TaxId" class="text-danger"></span>
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="PaymentTerms" class="form-label"></label>
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<select asp-for="PaymentTerms" class="form-select">
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<option value="">Select payment terms</option>
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<option value="Net 15">Net 15</option>
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<option value="Net 30">Net 30</option>
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<option value="Net 45">Net 45</option>
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<option value="Net 60">Net 60</option>
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<option value="Due on Receipt">Due on Receipt</option>
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<option value="Cash on Delivery">Cash on Delivery</option>
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</select>
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<span asp-validation-for="PaymentTerms" class="text-danger"></span>
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="CreditLimit" class="form-label"></label>
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<input asp-for="CreditLimit" class="form-control" type="number" step="0.01" />
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<span asp-validation-for="CreditLimit" class="text-danger"></span>
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</div>
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</div>
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<div class="col-md-6">
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<div class="mb-3">
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<label asp-for="PricingTierId" class="form-label"></label>
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<select asp-for="PricingTierId" class="form-select" asp-items="ViewBag.PricingTiers">
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<option value="">-- No Pricing Tier --</option>
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</select>
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<span asp-validation-for="PricingTierId" class="text-danger"></span>
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-12">
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<div class="mb-3">
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<label asp-for="Notes" class="form-label"></label>
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<textarea asp-for="Notes" class="form-control" rows="3"></textarea>
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<span asp-validation-for="Notes" class="text-danger"></span>
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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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<!-- 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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<i class="bi bi-arrow-right-circle me-1"></i>Convert to Customer
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</button>
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<a asp-action="Details" asp-route-id="@Model.QuoteId" class="btn btn-outline-secondary btn-lg">
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<i class="bi bi-x-circle me-1"></i>Cancel
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</a>
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</div>
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</form>
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</div>
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<!-- Right Column: Help Info -->
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<div class="col-lg-4">
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<div class="card">
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<div class="card-header bg-light">
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<h5 class="mb-0">
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<i class="bi bi-info-circle me-2"></i>What Happens Next?
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</h5>
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</div>
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<div class="card-body">
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<ol class="mb-0">
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<li class="mb-2">
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<strong>Customer Created:</strong> A new customer record will be created with a unique customer number.
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</li>
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<li class="mb-2">
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<strong>Quote Updated:</strong> The quote will be linked to the new customer and marked as "Converted".
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</li>
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<li class="mb-2">
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<strong>Future Quotes:</strong> You can now create additional quotes for this customer.
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</li>
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<li class="mb-0">
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<strong>Jobs:</strong> You'll be able to convert quotes to jobs for this customer.
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</li>
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</ol>
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</div>
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</div>
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<div class="card mt-3">
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<div class="card-header bg-light">
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<h5 class="mb-0">
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<i class="bi bi-lightbulb me-2"></i>Tips
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</h5>
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</div>
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<div class="card-body">
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<ul class="mb-0">
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<li class="mb-2">
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Review all contact information carefully before converting.
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</li>
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<li class="mb-2">
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Set an appropriate credit limit if offering credit terms.
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</li>
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<li class="mb-0">
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Assign a pricing tier to give this customer automatic discounts on future quotes.
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</li>
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</ul>
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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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@section Scripts {
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@{await Html.RenderPartialAsync("_ValidationScriptsPartial");}
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<script>
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function toggleCompanyNameRequired() {
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const isCommercial = document.getElementById('IsCommercial').value === 'true';
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const $companyName = $('#CompanyName');
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const $requiredMark = $('#companyNameRequired');
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if (isCommercial) {
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$requiredMark.show();
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$companyName.rules('add', { required: true, messages: { required: 'Company Name is required for commercial customers.' } });
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} else {
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$requiredMark.hide();
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$companyName.rules('add', { required: false });
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$companyName.valid(); // clear any existing error
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}
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}
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$(document).ready(function () {
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toggleCompanyNameRequired();
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});
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</script>
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}
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