Feature #9540
openTesting issues resolved in quotation and customer page
100%
Description
Implemented the manual quotation acceptance flow: super admin can manually accept a quotation, which triggers an automated email to the customer to upload their Signed Solar Contract and PSEG document. Cleaned up the customer-facing upload page to show only the document upload section. Updated the invoice payment milestone structure from 3 installments (10/80/10) to 4 installments (10/40/40/10), with independent split options for both middle milestones, and migrated existing invoices (INV-061 to INV-087) to the new format.
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Related issues
Updated by Ramu Kodali about 1 month ago
- Status changed from New to Resolved
- % Done changed from 0 to 100
Today, I completed the manual quotation acceptance email flow where the super admin can manually accept a quotation and the customer automatically receives an email to upload their Signed Solar Contract and PSEG document. The customer-facing upload page was also cleaned up to show only the document upload section. Additionally, the invoice payment milestone structure was updated from 3 installments (10% / 80% / 10%) to 4 installments (10% / 40% / 40% / 10%), with both Middle milestones having their own independent split option. All existing invoices in the database (INV-061 to INV-087) were also migrated to the new 4-milestone format.