How the Customer Portal Dashboard Works

Source: `customer_portal_dashboard_controller.rb`

Portal sessions are validated separately from staff sessions; a staff login cannot access the portal and vice versa
The portal exposes only limited customer fields: no internal IDs, staff notes, financial settings, or other sensitive data
Invoice listings in the portal exclude open (in-progress) invoices; only processed and closed invoices are visible to the customer
Quotes shown in the portal are filtered to quote-type documents only
Future bookings displayed in the portal show only today and forward, with open status only
WOF (Warrant of Fitness) due date is only displayed for New Zealand companies; it is hidden for all other regions
The invoice report endpoint validates customer ownership, preventing a portal user from accessing another customer's invoice data
Outstanding invoices calculate their due date using the customer's payment terms; if no terms are set, the default is Cash on Delivery (due immediately)
Accepting a quote through the portal sets quote_accepted_on to today's date
Vehicle history in the portal spans across franchise branches and excludes quotes, open invoices, voided invoices, and deleted invoices

"Customer says they can't see an invoice on the portal" → Open (in-progress) invoices are hidden from the portal. The invoice must be processed before it appears. Also check that the invoice isn't voided or deleted.
"Customer says their booking isn't showing on the portal" → Only future bookings (today and forward) with open status are shown. Past bookings or completed bookings won't appear.
"Customer says a quote was accepted but nothing happened" → Accepting a quote only sets the quote_accepted_on date. It does not automatically convert the quote to an invoice or create a booking. Staff must action the accepted quote.
"Customer asking about WOF due date but it's not showing" → WOF due date is only displayed for New Zealand companies. If the company is not registered as NZ, this field won't appear.