Workorder UI: create quote in another instance

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 / switchCompany in attik-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.tsx or 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 GET for 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.tsx
  • attik-frontend/src/app/tools/inspections/[id]/components/InspectionWorkorderShell.tsx
  • attik-frontend/src/actions/switchCompany.ts
  • attik-frontend/src/components/task-check/SingleQuoteBar.tsx (quote navigation patterns)

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Upvoters
Status

Planned

Board
🏠

Main App

Date

4 days ago

Author

Linear

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