Link report and test-result context on cross-instance quotes

Objective

  • Carry report or test-result context from the source job into the cross-instance handoff so destination CSRs can prepare proposals (e.g. radon mitigation) without hunting the source inspection.

Background

  • May 26 call called out supporting report/test-result context when helpful for the proposal.
  • Source reports are tied to inspections via workorder reports UI (attik-frontend/src/app/tools/inspections/[id]/ reports section, client report URLs).
  • Cross-instance report access may require links rather than file copy β€” decision needed.

Scope

Backend

  • Decision needed: link-only (URL + metadata on quote or note) vs copy report artifacts into destination company storage.
  • If link-only: persist source inspection slug/id, company id, and report identifiers readable by users with access to source instance.
  • If copy: define allowed report types and permissions; likely larger scope.
  • Optional note on destination quote (schedulerNotes / message on quoteSchema) with structured source reference.

Frontend

  • In workorder handoff flow: optional step or checkbox to include report context (list available published reports on source inspection).
  • On destination pending quote: display link(s) back to source report(s) and/or attached summary for CSR.

Out of scope

  • Creating unconfirmed inspections in destination.
  • Full report hub cross-instance permissions redesign.

References

  • attik-frontend/src/app/tools/inspections/[id]/components/reports/ (report actions on workorder)
  • attik-backend/src/models/quoteSchema.ts (message, schedulerNotes)

Please authenticate to join the conversation.

Upvoters
Status

Planned

Board
🏠

Main App

Date

4 days ago

Author

Linear

Subscribe to post

Get notified by email when there are changes.