Import Selections into Change Orders + Duplicate Billing Protection

Summary
Add the ability to import Selections (both Approved/Validated and Pending) directly into a Change Order, with a checkbox picker—similar to how invoicing can add items “from Contract”. Include strong safeguards and visual indicators to prevent double billing when selections have already been added to an invoice.

1) Change Order: “Add from Selections”

Where: Inside a Change Order (CO)
Action/Button:

• Add from → Selections (or “Import Selections”)

Behavior: Opens a picker modal listing selections from the project.

Picker requirements

• Show selections with key fields:

  • Selection name / description

  • Category / group

  • Location (room/area) if available

  • Quantity, unit, unit price, total price (if applicable)

  • Status (Pending / Approved)

  • Optional: notes, attachments indicator

• Filters:

  • Approved

  • Pending

  • All

• Multi-select via checkboxes

• Optional grouping/sorting:

  • By category

  • By room/location

  • By vendor/trade (if applicable)

• Import result:

  • Selected items are added as CO line items (with qty/price/description carried over)

2) Duplicate / Already-Billed Detection (Critical)

When a selection has already been added to any invoice, the system should make that obvious and prevent accidental duplicates.

Visual flags (in the selection picker)

Selections already billed should display a distinct color/badge based on invoice state:

• Already on Draft invoice

• Already on Sent/Submitted invoice

• Already on Paid invoice

Also show the reference(s), e.g.:

• “In Invoice #INV-000123 (Draft)”

• “In Invoice #INV-000124 (Paid)”

Confirmation popup on duplicates

If the user tries to import a selection that is already billed: Popup message example:

“This selection has already been added to Invoice #INV-000123 (Draft/Sent/Paid).
Do you want to add it again (duplicate)?”
Buttons: Add anyway / Cancel

3) Suggested Enhancements (Recommended)

These would make it even more jobsite-proof:

A) Track selection billing status

Add a computed status on selections:

• Not billed

• Partially billed (if progress billing / partial invoicing is allowed)

• Fully billed

B) Linkage / traceability

Maintain a clear chain: Selection → Change Order line item → Invoice line item
So users can click through and audit.

C) Partial billing support (optional toggle)

If users sometimes invoice extras in phases (deposit + remainder), allow:

• “Invoice %” or “Invoice amount” against the CO/selection-derived lines

• Update the selection billing status accordingly

D) Prevent billing before signature (optional setting)

Company setting:

• “Block adding CO items to invoices unless CO is Signed” (toggle) This helps prevent disputes.

E) Merge behavior

If the same selection is imported multiple times intentionally, give options:

• “Create separate line”

• “Merge into existing line (increase qty / amount)”

Business Value

• Eliminates manual re-entry from Selections to COs

• Reduces errors and missed revenue

• Prevents accidental double billing

• Improves documentation and client trust