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Support #10235

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Utility bill auto-population across Quotation & PCA stages + Inspection gating for PCA Phase 2

Added by Ramu Kodali about 21 hours ago. Updated about 21 hours ago.

Status:
Resolved
Priority:
Normal
Assignee:
Target version:
-
Start date:
08/05/2026
Due date:
08/05/2026 (1 day late)
% Done:

100%

Estimated time:
8:00 h
Spent time:

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Updated by Ramu Kodali about 21 hours ago

  • Status changed from New to Resolved
  • % Done changed from 0 to 100

Today I completed the end-to-end wiring of the utility company captured during customer creation so it flows automatically through the rest of the workflow. The electricity bill and company selected on the customer form now auto-populate onto the quotation at both create and update time — previously this was only shown as a preview and was never actually saved, so quotations were being stored without the bill attached. On the project side, the PCA stage now resolves the customer's utility company automatically instead of asking for it again: the "Select Company" and "Select Form Application" dropdowns have been replaced with a read-only display, and the correct interconnection form opens by default. I then built auto-population for all three utility application forms — JCP&L, Atlantic City Electric (ACE) and PECO — mapping each field against the utility's own process document, so roughly 25–40 fields per form are pre-filled from the customer record and system design (customer details, site address, panel and inverter data, DC capacity, in-service date) along with each utility's standard fixed answers. Fields with no reliable source in our data are deliberately left blank rather than guessed, since an incorrect value on a utility filing is worse than an empty one. Finally, I fixed the Inspection gating: PCA Phase 2 was unlocking as soon as PCA Phase 1 was approved, despite displaying a message saying Inspection had to be completed first. Phase 2 now stays locked until both the Building and Electrical inspections have passed, its fields are disabled while locked (previously they were editable even though saving was blocked), and the lock message appears at the top of the stage naming exactly which inspection is still pending.

Along the way I also corrected two data-layer defects — the Customer.documents type was declared as a list of strings when the API returns objects, and the zip-code fallback was reading a field name that doesn't exist — plus diagnosed the MongoDB connectivity failure behind the follow-up creation errors.

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