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Support #11230

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Port Regal's quotation flow, with discount pricing and approval links

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

Status:
Resolved
Priority:
Normal
Assignee:
Maruthi Bharath
Target version:
-
Start date:
09/29/2026
Due date:
09/29/2026 (6 days late)
% Done:

100%

Estimated time:
8:00 h
Spent time:
15:00 h
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 #1

Updated by Ramu Kodali 4 days ago

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

Quotations now use a discount and a computed Total System Cost, with depreciation shown for reference only, instead of Tax/ITC and Net Cost. Invoices bill the discounted total, split 10 / 40 / 40 / 10. The invoice code now resolves milestones by id, which the two middle payments need. The quotation form has a System Type field, pulls the bill from the customer's profile, and warns if the proposal PDF doesn't mention the customer. PDF reading is improved, with an image-reading fallback. Customers approve or reject through a confirm page that email scanners can't trigger. When an admin accepts on a customer's behalf, the customer gets a working link to upload their contract and bill. I also repaired a half-finished port that broke quotation creation. Company branding is kept throughout, and the upload limit stays at 10 MB.

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 #2

Updated by Maruthi Bharath 4 days ago

  • Due date changed from 09/21/2026 to 09/30/2026
  • Assignee changed from Ramu Kodali to Maruthi Bharath
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 #3

Updated by Maruthi Bharath 4 days ago

  • Due date changed from 09/30/2026 to 10/02/2026
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 #4

Updated by Maruthi Bharath 4 days ago

  • Due date changed from 10/02/2026 to 09/29/2026
  • Start date changed from 09/21/2026 to 09/29/2026
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