Feature #11149
openPort customer, follow-up and quotation flows from Regal Solar into appforsolar (BE + FE)
Start date:
09/29/2026
Due date:
09/29/2026 (6 days late)
% Done:
100%
Estimated time:
8:00 h
Spent time:
Description
Ported the customer, follow-up and quotation flows from Regal Solar into the appforsolar frontend (commit 141a6b0).
Customers- Client create/edit forms updated: notes, system type and installation type fields added.
- Uploaded electricity bill is now kept on edit (earlier saving wiped the bill and the company used for quotation/PCA auto-fill).
- Bill/document name verification against the customer name via new verifyBillName API.
- Confirmation modal on edit: when annual consumption changes, the user picks which of the customer's projects receive the new value.
- Create-customer now shows the real welcome-email outcome (sent / failed / no email) and backend warnings.
- Follow-up modal updated.
- Quotation form, list table, create/edit/details/confirmation pages updated.
- Approval-token validation returns isAlreadyAccepted.
- New resyncFromPdf action to re-extract system design from the stored quotation PDF.
- FormFields, ConfirmationModal, constants and customer/quotation types updated; debug console logs removed.
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