Regal Solar Energy_ React

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Tracker *Bug Feature Support Testing

Subject *

Description Edit 1.Update dashboard and project summary to include completed, in-progress, and pending project counters, with ability to filter by time period (today, yesterday, this week, last week, last month, this year, last year, etc.); default to "all" but allow user selection. 2. Add project type (residential/commercial) as a filter and ensure database supports multiple project types. 3.Update inventory module to allow selection of different panels, inverters, and products with categories, brands, and models, and support multiple product uploads per project. 4. Implement follow-up assignment functionality, including ability to assign follow-ups (with notes and dates) to specific team members, and enable automatic email notifications for follow-ups and payment reminders. 5. Configure quotation follow-up and notification system: allow admin/manager to set quotation acceptance deadline and reminder intervals (e.g., 7 days for acceptance, 3 days for reminder), and ensure expired quotations are tracked and reminders sent to responsible parties. 6. Update invoice and payment workflow to support multiple payment milestones (e.g., 10-40-50% installments), automatic invoice generation on quotation approval, and integration with payment gateway (Stripe or alternative) for online payments. 7. Add "Hold" and "Cancel" status options for projects, and ensure projects in these statuses can be removed from active lists and tracked separately. 8. Enhance installation workflow to include separate tabs/statuses for "solar panel installation" and "electrical wiring/connection," and allow for scheduling and tracking of each. 9. Add inspection stages (building inspection, electrical inspection) with date selection, notification/reminders for assigned team members, and ability to record inspection application and results. 10. Implement calendar view for scheduling installations and inspections, visible to managers, with ability to block out dates for team members and view resource conflicts. 11. Allow partial installation status and rescheduling of installations/inspections, with reason capture for delays or failures. 12. Enable multiple document uploads (with dates) per project stage, especially for plans and revised documents, and allow tracking of document versions. 13. Develop or integrate a standard document/PDF generation tool that auto-populates customer/project details for permits, applications, and other forms, minimizing manual entry. 14. Provide a "deleted history" feature for leads/customers, allowing recovery of accidentally deleted records for at least 30 days.