Objective
- Add a workorder action so CSRs can pick a destination instance and create a pending quote from the current inspection with clear confirmation of what will be copied.
- Navigate the user to the new quote (or quote workflow) in the destination instance after success.
Background
- Preferred UX is inspection workorder only (not admin instance management).
- Depends on cross-instance create API (sibling child: pending quote from source inspection).
- Workorder shell and actions live under
attik-frontend/src/app/tools/inspections/[id]/(InspectionWorkorderShell.tsx,WorkorderActionsDropdown.tsx). - Users switch companies today via membership /
switchCompanyinattik-frontend/src/actions/switchCompany.ts; target picker should list only companies the user can access.
Scope
Frontend
- New action on workorder (e.g. in
WorkorderActionsDropdown.tsxor equivalent): Create quote in another instance… - Modal or drawer flow:
- Destination company selector (memberships user shares with source).
- Summary of what will copy (property, contacts) and what will not (services until mapping child, integrations, source job link TBD).
- Call cross-instance API; handle errors (no permission, no membership).
- Success: navigate to destination pending quote (quote detail, task list, or scheduler entry point — decision needed).
- Show source context on success or on destination quote when provenance fields exist (source company name, inspection id/slug).
- Respect permission gate aligned with API child (dual membership + dedicated permission).
Backend
- None beyond API contract from sibling child; optional small
GETfor eligible target companies if not inferred from session memberships.
Out of scope
- Admin instance-management entry point.
- Contact role mapping UI (separate child).
- Service mapping and report attachment (separate children).
References
attik-frontend/src/app/tools/inspections/[id]/components/WorkorderActionsDropdown.tsxattik-frontend/src/app/tools/inspections/[id]/components/InspectionWorkorderShell.tsxattik-frontend/src/actions/switchCompany.tsattik-frontend/src/components/task-check/SingleQuoteBar.tsx(quote navigation patterns)