sync: Auto-sync from ACG-M-L5090 at 2026-03-10 19:11:00

Synced files:
- Quote wizard frontend (all components, hooks, types, config)
- API updates (config, models, routers, schemas, services)
- Client work (bg-builders, gurushow)
- Scripts (BGB Lesley termination, CIPP, Datto, migration)
- Temp files (Bardach contacts, VWP investigation, misc)
- Credentials and session logs
- Email service, PHP API, session logs

Machine: ACG-M-L5090
Timestamp: 2026-03-10 19:11:00

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

api/routers/admin_quotes.py

@@ -52,7 +52,7 @@ def list_quotes(
     status_filter: Optional[str] = Query(
         default=None,
         alias="status",
-        description="Filter by status (draft, submitted, reviewing, approved, rejected, expired)"
+        description="Filter by status (draft, submitted, viewed, followed_up, converted, expired)"
     ),
     search: Optional[str] = Query(
         default=None,
@@ -166,9 +166,9 @@ def get_stats(
         "quotes_by_status": {
             "draft": 45,
             "submitted": 60,
-            "reviewing": 15,
-            "approved": 25,
-            "rejected": 3,
+            "viewed": 15,
+            "followed_up": 10,
+            "converted": 25,
             "expired": 2
         },
         "total_monthly_value": "12500.00",
@@ -229,7 +229,6 @@ def get_quote(
         "company_name": "Acme Corporation",
         "contact_name": "John Doe",
         "contact_email": "john@acme.com",
-        "admin_notes": "Follow up scheduled for next week",
         "ip_address": "192.168.1.100",
         "user_agent": "Mozilla/5.0...",
         "items": [...],
@@ -254,19 +253,19 @@ def get_quote(
         items_response.append(QuoteItemResponse(
             id=item.id,
             quote_id=item.quote_id,
-            service_name=item.service_name,
-            service_description=item.service_description,
             category=item.category,
-            billing_frequency=item.billing_frequency,
-            unit_price=item.unit_price,
+            product_code=item.product_code,
+            product_name=item.product_name,
+            description=item.description,
             quantity=item.quantity,
-            setup_fee=item.setup_fee,
-            is_required=item.is_required,
-            sort_order=item.sort_order,
+            unit_price=item.unit_price,
+            setup_price=item.setup_price,
+            billing_frequency=item.billing_frequency,
+            tier=item.tier,
+            is_recommended=item.is_recommended,
             line_total=item.line_total,
             monthly_amount=item.monthly_amount,
             created_at=item.created_at,
-            updated_at=item.updated_at
         ))
 
     activities_response = []
@@ -275,8 +274,8 @@ def get_quote(
             id=activity.id,
             quote_id=activity.quote_id,
             action=activity.action,
-            description=activity.description,
-            actor=activity.actor,
+            step_name=activity.step_name,
+            details=activity.details,
             ip_address=activity.ip_address,
             created_at=activity.created_at
         ))
@@ -290,6 +289,8 @@ def get_quote(
             recipient=notification.recipient,
             subject=notification.subject,
             status=notification.status,
+            attempts=notification.attempts,
+            last_attempt_at=notification.last_attempt_at,
             sent_at=notification.sent_at,
             error_message=notification.error_message,
             created_at=notification.created_at
@@ -304,11 +305,8 @@ def get_quote(
         contact_email=quote.contact_email,
         contact_phone=quote.contact_phone,
         employee_count=quote.employee_count,
-        notes=quote.notes,
-        admin_notes=quote.admin_notes,
         monthly_total=quote.monthly_total,
         setup_total=quote.setup_total,
-        annual_total=quote.annual_total,
         expires_at=quote.expires_at,
         submitted_at=quote.submitted_at,
         ip_address=quote.ip_address,
@@ -346,8 +344,8 @@ def update_quote(
     """
     Update a quote's status or admin notes.
 
-    Admins can change the quote status (e.g., from submitted to reviewing
-    or approved) and add internal notes.
+    Admins can change the quote status (e.g., from submitted to viewed
+    or converted) and update expiration.
 
     **Example Request:**
     ```json
@@ -356,8 +354,7 @@ def update_quote(
     Content-Type: application/json
 
     {
-        "status": "reviewing",
-        "admin_notes": "Assigned to sales team. Follow up scheduled for Monday."
+        "status": "viewed"
     }
     ```
 
@@ -365,8 +362,7 @@ def update_quote(
     ```json
     {
         "id": "123e4567-e89b-12d3-a456-426614174000",
-        "status": "reviewing",
-        "admin_notes": "Assigned to sales team. Follow up scheduled for Monday.",
+        "status": "viewed",
         ...
     }
     ```
@@ -382,3 +378,47 @@ def update_quote(
     )
 
     return get_quote(quote_id, db, current_user)
+
+
+@router.post(
+    "/{quote_id}/sync-syncro",
+    summary="Sync quote to SyncroRMM",
+    description="Create or update a lead in SyncroRMM from a submitted quote",
+    status_code=status.HTTP_200_OK,
+    responses={
+        200: {
+            "description": "Sync result",
+            "content": {
+                "application/json": {
+                    "example": {
+                        "synced": True,
+                        "is_existing_customer": False,
+                        "syncro_lead_id": "12345",
+                        "error": None,
+                    }
+                }
+            },
+        },
+        404: {"description": "Quote not found"},
+    },
+)
+async def sync_quote_to_syncro(
+    quote_id: UUID,
+    db: Session = Depends(get_db),
+    current_user: dict = Depends(get_current_user),
+):
+    """
+    Manually trigger a SyncroRMM sync for a quote.
+
+    Checks for an existing customer in Syncro and creates a lead with
+    the quote details. The quote must have a contact email to sync.
+
+    **Example Request:**
+    ```
+    POST /api/admin/quotes/123e4567-e89b-12d3-a456-426614174000/sync-syncro
+    Authorization: Bearer <token>
+    ```
+    """
+    quote = quote_service.get_quote_by_id(db, quote_id)
+    result = await quote_service.sync_quote_to_syncro(db, quote)
+    return result