Trade Portal

The Trade Portal is the public-internet-facing app a trade partner logs into to manage their relationship with Smith Douglas. It’s an ASP.NET Web Forms site that integrates with DocuSign for electronic lien-waiver signature.

What a vendor does here

Page	Purpose
default.aspx	Dashboard — open POs, upcoming schedule, pending lien waivers.
communities.aspx	List of communities the trade is currently approved for.
quick-view.aspx (and quick-view-xls.aspx)	A single-screen “everything I need to know” view for a project.
order.aspx	View a specific PO and its line items.
viewPOfromSchedule.aspx	Drill from schedule into the PO.
schedule.aspx	The vendor’s upcoming visits.
work-order-search.aspx	Find a Specific Work Order (Functions menu)
work-orders.aspx	Work order detail — usually opened from quick-view, not primary nav
on-order-report.aspx (and -xls)	Outstanding orders by community.
delay-details.aspx	Submit a delay request to the builder.
lien-wavers.aspx	Upload / sign lien waivers (DocuSign integration in docusign/).
contact-other-trades.aspx	Cross-trade collaboration.
change-password.aspx	Account self-service.
sessionVars.aspx	Debug / session inspection (internal).
Account/Login.aspx, Forgot-Password.aspx, Cookie-Login.aspx	Authentication flows.
Sharepoint/OpenDoc.aspx, ListFiles.aspx	Legacy SharePoint document links.

Main navigation (SiteTP.master)

• Home — default.aspx
• Functions — Communities, Work Order Search, Two-Week Schedule (when enabled), Quick View, Company Contact Info (/?CV=1), Contact Other Trades, Lien Waivers, On-Order Report
• Account — Change Password; admins also get Login as Vendor and Extract Trade Contacts
• Company switcher — multi-company vendors change active company via API/utils.asmx/ChangeMyCompany

User_Controls/trade-contacts.ascx may force a contact verification modal when RequireContactVerify is set or ?CV=1 is used.

Backend services (API/)

Endpoint	Role
utils.asmx	Login, company switch
tradecontact.asmx	Trade contact AJAX

PO and work-order images on order.aspx are served from AWS S3 (base URL in configuration).

Where the source lives

TradePortal/
└── TradePortal2024/
    ├── TradePortal2024.sln
    └── TradePortal/
        ├── Account/                 ← Login, admin home, contact extract
        ├── App_Start/
        ├── docusign/                ← DocuSign callback + signing result
        ├── API/                       ← utils.asmx, tradecontact.asmx
        ├── Sharepoint/
        ├── User_Controls/             ← trade-contacts modal, work-order modals
        ├── default.aspx, order.aspx, lien-wavers.aspx, …
        └── SiteTP.master

How it talks to the database

• Reads Vendor, vwLookupVendor, vwLookupTrades, PurchaseOrder, EstimateActivity, ServiceOrder, vwLookupContactTradePartner.
• Writes:
  • VendorBidChangeRequest — bid-change submissions.
  • VendorActivityLienWaverTrans — completed lien waivers.
  • Delay submissions from delay-details.aspx (see Trade Portal / SMART delay workflow).

Login

A trade-partner Contact gets a portal account; queries that maintain it: TradePortalUsers.sql, TradePortalContacts.sql, TradePortalContactsConverted.sql. Contact must be flagged active under their Vendor.