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Feature #11149

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Port customer, follow-up and quotation flows from Regal Solar into appforsolar (BE + FE)

Added by Ramu Kodali 6 days ago. Updated 4 days ago.

Status:
Resolved
Priority:
Normal
Assignee:
Target version:
-
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.
Quotations
  • 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.
Shared
  • FormFields, ConfirmationModal, constants and customer/quotation types updated; debug console logs removed.

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