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This commit is contained in:
phaichayon
2026-06-17 16:04:19 +07:00
parent 5be6c54272
commit 04a886ea26
57 changed files with 6477 additions and 105 deletions
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131
src/app/api/crm/dashboard/export/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { auditAction } from '@/features/foundation/audit-log/service';
import { getCrmDashboardData } from '@/features/crm/dashboard/server/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
function escapeCsv(value: string | number | null | undefined) {
const text = value === null || value === undefined ? '' : String(value);
return `"${text.replaceAll('"', '""')}"`;
}
function buildCsv(rows: string[][]) {
return rows.map((row) => row.map((cell) => escapeCsv(cell)).join(',')).join('\n');
}
function buildExcelTable(rows: string[][]) {
const body = rows
.map(
(row, rowIndex) =>
`<tr>${row
.map((cell) => (rowIndex === 0 ? `<th>${cell}</th>` : `<td>${cell}</td>`))
.join('')}</tr>`
)
.join('');
return `<!DOCTYPE html><html><head><meta charset="utf-8" /></head><body><table>${body}</table></body></html>`;
}
export async function GET(request: NextRequest) {
try {
const { session, membership, organization } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDashboardExport
});
const searchParams = request.nextUrl.searchParams;
const section = searchParams.get('section') ?? 'sales-ranking';
const format = searchParams.get('format') ?? 'csv';
const data = await getCrmDashboardData(
{
organizationId: organization.id,
userId: session.user.id,
membershipRole: membership.role,
businessRole: membership.businessRole
},
{
dateFrom: searchParams.get('dateFrom'),
dateTo: searchParams.get('dateTo'),
branch: searchParams.get('branch'),
salesman: searchParams.get('salesman'),
projectPartyRole: searchParams.get('projectPartyRole'),
productType: searchParams.get('productType')
}
);
let rows: string[][] = [];
if (section === 'revenue-analytics') {
rows = [
['Dimension', 'Customer Code', 'Customer Name', 'Revenue', 'Quotation Count', 'Won Revenue'],
...[
['End Customer', ...data.revenueAnalytics.topEndCustomers],
['Billing Customer', ...data.revenueAnalytics.topBillingCustomers],
['Contractor', ...data.revenueAnalytics.topContractors],
['Consultant', ...data.revenueAnalytics.topConsultants]
].flatMap(([dimension, ...entries]) =>
(entries as typeof data.revenueAnalytics.topEndCustomers).map((row) => [
String(dimension),
row.customerCode,
row.customerName,
String(row.revenue),
String(row.quotationCount),
String(row.wonRevenue)
])
)
];
} else if (section === 'pipeline-funnel') {
rows = [
['Stage', 'Count', 'Value', 'Conversion Rate'],
...data.funnel.map((row) => [
row.label,
String(row.count),
String(row.value),
row.conversionRate === null ? '' : String(row.conversionRate)
])
];
} else {
rows = [
['Sales Person', 'Lead Count', 'Opportunity Count', 'Quotation Count', 'Approved Quotations', 'Won Revenue', 'Conversion Rate'],
...data.salesRanking.map((row) => [
row.salesPersonName,
String(row.leadCount),
String(row.opportunityCount),
String(row.quotationCount),
String(row.approvedQuotations),
String(row.wonRevenue),
String(row.conversionRate)
])
];
}
await auditAction({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_dashboard_export',
entityId: section,
action: format === 'xls' ? 'export_excel' : 'export_csv',
afterData: {
section,
format,
filters: data.filters
}
});
const body = format === 'xls' ? buildExcelTable(rows) : buildCsv(rows);
const contentType =
format === 'xls' ? 'application/vnd.ms-excel; charset=utf-8' : 'text/csv; charset=utf-8';
const extension = format === 'xls' ? 'xls' : 'csv';
return new NextResponse(body, {
headers: {
'Content-Type': contentType,
'Content-Disposition': `attachment; filename="crm-dashboard-${section}.${extension}"`
}
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
return NextResponse.json({ message: 'Unable to export CRM dashboard data' }, { status: 500 });
}
}

37
src/app/api/crm/dashboard/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { getCrmDashboardData } from '@/features/crm/dashboard/server/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
export async function GET(request: NextRequest) {
try {
const { session, membership, organization } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDashboardRead
});
const searchParams = request.nextUrl.searchParams;
const data = await getCrmDashboardData(
{
organizationId: organization.id,
userId: session.user.id,
membershipRole: membership.role,
businessRole: membership.businessRole
},
{
dateFrom: searchParams.get('dateFrom'),
dateTo: searchParams.get('dateTo'),
branch: searchParams.get('branch'),
salesman: searchParams.get('salesman'),
projectPartyRole: searchParams.get('projectPartyRole'),
productType: searchParams.get('productType')
}
);
return NextResponse.json(data);
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
return NextResponse.json({ message: 'Unable to load CRM dashboard' }, { status: 500 });
}
}

118
src/app/api/crm/settings/approval-workflows/[id]/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditDelete, auditUpdate } from '@/features/foundation/audit-log/service';
import {
getApprovalWorkflow,
softDeleteApprovalWorkflow,
updateApprovalWorkflow
} from '@/features/foundation/approval/server/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
const workflowSchema = z.object({
code: z.string().min(1).optional(),
name: z.string().min(1).optional(),
entityType: z.string().min(1).optional(),
isActive: z.boolean().optional()
});
export async function GET(_request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization } = await requireOrganizationAccess({
permission: PERMISSIONS.crmApprovalWorkflowRead
});
const workflow = await getApprovalWorkflow(id, organization.id);
return NextResponse.json({
success: true,
time: new Date().toISOString(),
message: 'Approval workflow loaded successfully',
workflow
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to load approval workflow' }, { status: 500 });
}
}
export async function PATCH(request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmApprovalWorkflowUpdate
});
const payload = workflowSchema.parse(await request.json());
const before = await getApprovalWorkflow(id, organization.id);
const updated = await updateApprovalWorkflow(id, organization.id, payload);
await auditUpdate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_approval_workflow',
entityId: id,
beforeData: before,
afterData: updated
});
return NextResponse.json({
success: true,
message: 'Approval workflow updated successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to update approval workflow' }, { status: 500 });
}
}
export async function DELETE(_request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmApprovalWorkflowDelete
});
const result = await softDeleteApprovalWorkflow(id, organization.id);
await auditDelete({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_approval_workflow',
entityId: id,
beforeData: result.before,
afterData: result.after
});
return NextResponse.json({
success: true,
message: 'Approval workflow deleted successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to delete approval workflow' }, { status: 500 });
}
}

67
src/app/api/crm/settings/approval-workflows/[id]/steps/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditUpdate } from '@/features/foundation/audit-log/service';
import {
getApprovalWorkflow,
replaceApprovalWorkflowSteps
} from '@/features/foundation/approval/server/service';
import { BUSINESS_ROLES, PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
const stepSchema = z.object({
stepNumber: z.number().int().min(1),
roleCode: z.enum(BUSINESS_ROLES),
roleName: z.string().min(1),
isRequired: z.boolean().optional()
});
const payloadSchema = z.object({
steps: z.array(stepSchema)
});
export async function PUT(request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmApprovalWorkflowUpdate
});
const payload = payloadSchema.parse(await request.json());
const before = await getApprovalWorkflow(id, organization.id);
const steps = await replaceApprovalWorkflowSteps(id, organization.id, payload.steps);
await auditUpdate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_approval_step',
entityId: id,
beforeData: before.steps,
afterData: steps
});
return NextResponse.json({
success: true,
message: 'Approval workflow steps updated successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json(
{ message: 'Unable to update approval workflow steps' },
{ status: 500 }
);
}
}

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src/app/api/crm/settings/approval-workflows/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditCreate } from '@/features/foundation/audit-log/service';
import {
createApprovalWorkflow,
listApprovalWorkflows
} from '@/features/foundation/approval/server/service';
import { BUSINESS_ROLES, PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
const workflowSchema = z.object({
code: z.string().min(1),
name: z.string().min(1),
entityType: z.string().min(1),
isActive: z.boolean().optional()
});
export async function GET(_request: NextRequest) {
try {
const { organization } = await requireOrganizationAccess({
permission: PERMISSIONS.crmApprovalWorkflowRead
});
const items = await listApprovalWorkflows(organization.id);
return NextResponse.json({
success: true,
time: new Date().toISOString(),
message: 'Approval workflows loaded successfully',
items
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to load approval workflows' }, { status: 500 });
}
}
export async function POST(request: NextRequest) {
try {
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmApprovalWorkflowCreate
});
const payload = workflowSchema.parse(await request.json());
const created = await createApprovalWorkflow(organization.id, payload);
await auditCreate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_approval_workflow',
entityId: created.id,
afterData: created
});
return NextResponse.json({
success: true,
message: 'Approval workflow created successfully',
allowedRoles: BUSINESS_ROLES
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to create approval workflow' }, { status: 500 });
}
}

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src/app/api/crm/settings/document-sequences/[id]/preview/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { previewDocumentSequenceById } from '@/features/foundation/document-sequence/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
export async function GET(_request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentSequenceRead
});
const preview = await previewDocumentSequenceById(id, organization.id);
return NextResponse.json({
success: true,
time: new Date().toISOString(),
message: 'Document sequence preview loaded successfully',
preview
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json(
{ message: 'Unable to preview document sequence' },
{ status: 500 }
);
}
}

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src/app/api/crm/settings/document-sequences/[id]/reset/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditUpdate } from '@/features/foundation/audit-log/service';
import {
getDocumentSequence,
resetDocumentSequence
} from '@/features/foundation/document-sequence/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
const resetSchema = z.object({
currentNumber: z.number().int().min(0)
});
export async function POST(request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentSequenceReset
});
const payload = resetSchema.parse(await request.json());
const before = await getDocumentSequence(id, organization.id);
const updated = await resetDocumentSequence(id, organization.id, payload);
await auditUpdate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_sequence',
entityId: id,
beforeData: before,
afterData: updated
});
return NextResponse.json({
success: true,
message: 'Document sequence reset successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to reset document sequence' }, { status: 500 });
}
}

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src/app/api/crm/settings/document-sequences/[id]/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditDelete, auditUpdate } from '@/features/foundation/audit-log/service';
import {
deleteDocumentSequence,
getDocumentSequence,
updateDocumentSequence
} from '@/features/foundation/document-sequence/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
const sequenceSchema = z.object({
documentType: z.string().min(1).optional(),
prefix: z.string().min(1).optional(),
period: z.string().min(1).optional(),
branchId: z.string().optional().nullable(),
currentNumber: z.number().int().min(0).optional(),
paddingLength: z.number().int().min(1).optional(),
isActive: z.boolean().optional()
});
export async function GET(_request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentSequenceRead
});
const sequence = await getDocumentSequence(id, organization.id);
return NextResponse.json({
success: true,
time: new Date().toISOString(),
message: 'Document sequence loaded successfully',
sequence
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to load document sequence' }, { status: 500 });
}
}
export async function PATCH(request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentSequenceUpdate
});
const payload = sequenceSchema.parse(await request.json());
const before = await getDocumentSequence(id, organization.id);
const updated = await updateDocumentSequence(id, organization.id, payload);
await auditUpdate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_sequence',
entityId: id,
beforeData: before,
afterData: updated
});
return NextResponse.json({
success: true,
message: 'Document sequence updated successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to update document sequence' }, { status: 500 });
}
}
export async function DELETE(_request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentSequenceUpdate
});
const before = await getDocumentSequence(id, organization.id);
const deleted = await deleteDocumentSequence(id, organization.id);
await auditDelete({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_sequence',
entityId: id,
beforeData: before,
afterData: deleted
});
return NextResponse.json({
success: true,
message: 'Document sequence deleted successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to delete document sequence' }, { status: 500 });
}
}

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src/app/api/crm/settings/document-sequences/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditCreate } from '@/features/foundation/audit-log/service';
import {
createDocumentSequence,
listDocumentSequences
} from '@/features/foundation/document-sequence/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
const sequenceSchema = z.object({
documentType: z.string().min(1),
prefix: z.string().min(1),
period: z.string().min(1),
branchId: z.string().optional().nullable(),
currentNumber: z.number().int().min(0).optional(),
paddingLength: z.number().int().min(1),
isActive: z.boolean().optional()
});
export async function GET(_request: NextRequest) {
try {
const { organization } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentSequenceRead
});
const items = await listDocumentSequences(organization.id);
return NextResponse.json({
success: true,
time: new Date().toISOString(),
message: 'Document sequences loaded successfully',
items
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to load document sequences' }, { status: 500 });
}
}
export async function POST(request: NextRequest) {
try {
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentSequenceCreate
});
const payload = sequenceSchema.parse(await request.json());
const created = await createDocumentSequence(organization.id, payload);
await auditCreate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_sequence',
entityId: created.id,
afterData: created
});
return NextResponse.json({
success: true,
message: 'Document sequence created successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json({ message: 'Unable to create document sequence' }, { status: 500 });
}
}

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src/app/api/crm/settings/document-templates/[id]/route.ts Normal file
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export { GET, PATCH, DELETE } from '@/app/api/crm/document-templates/[id]/route';

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src/app/api/crm/settings/document-templates/[id]/versions/route.ts Normal file
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export { GET, POST } from '@/app/api/crm/document-templates/[id]/versions/route';

108
src/app/api/crm/settings/document-templates/mappings/[id]/route.ts Normal file
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import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditDelete, auditUpdate } from '@/features/foundation/audit-log/service';
import {
deleteDocumentTemplateMapping,
updateDocumentTemplateMapping
} from '@/features/foundation/document-template/server/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
const columnSchema = z.object({
columnName: z.string().min(1),
sourceField: z.string().min(1),
columnLetter: z.string().optional().nullable(),
sortOrder: z.number().int().optional(),
formatMask: z.string().optional().nullable()
});
const mappingSchema = z.object({
placeholderKey: z.string().min(1).optional(),
sourcePath: z.string().min(1).optional(),
dataType: z.enum(['scalar', 'multiline', 'table', 'image']).optional(),
sheetName: z.string().optional().nullable(),
defaultValue: z.string().optional().nullable(),
formatMask: z.string().optional().nullable(),
sortOrder: z.number().int().optional(),
columns: z.array(columnSchema).optional()
});
export async function PATCH(request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentTemplateUpdate
});
const payload = mappingSchema.parse(await request.json());
const updated = await updateDocumentTemplateMapping(id, organization.id, payload);
await auditUpdate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_template_mapping',
entityId: id,
afterData: updated
});
return NextResponse.json({
success: true,
message: 'Document template mapping updated successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json(
{ message: 'Unable to update document template mapping' },
{ status: 500 }
);
}
}
export async function DELETE(_request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentTemplateDelete
});
const result = await deleteDocumentTemplateMapping(id, organization.id);
await auditDelete({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_template_mapping',
entityId: id,
beforeData: result.before,
afterData: result.after
});
return NextResponse.json({
success: true,
message: 'Document template mapping deleted successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json(
{ message: 'Unable to delete document template mapping' },
{ status: 500 }
);
}
}

1
src/app/api/crm/settings/document-templates/route.ts Normal file
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@@ -0,0 +1 @@
export { GET, POST } from '@/app/api/crm/document-templates/route';

70
src/app/api/crm/settings/document-templates/versions/[id]/mappings/route.ts Normal file
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@@ -0,0 +1,70 @@
import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditCreate } from '@/features/foundation/audit-log/service';
import { createDocumentTemplateMapping } from '@/features/foundation/document-template/server/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
const columnSchema = z.object({
columnName: z.string().min(1),
sourceField: z.string().min(1),
columnLetter: z.string().optional().nullable(),
sortOrder: z.number().int().optional(),
formatMask: z.string().optional().nullable()
});
const mappingSchema = z.object({
placeholderKey: z.string().min(1),
sourcePath: z.string().min(1),
dataType: z.enum(['scalar', 'multiline', 'table', 'image']),
sheetName: z.string().optional().nullable(),
defaultValue: z.string().optional().nullable(),
formatMask: z.string().optional().nullable(),
sortOrder: z.number().int().optional(),
columns: z.array(columnSchema).optional()
});
export async function POST(request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentTemplateUpdate
});
const payload = mappingSchema.parse(await request.json());
const created = await createDocumentTemplateMapping(id, organization.id, payload);
await auditCreate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_template_mapping',
entityId: created.id,
afterData: created
});
return NextResponse.json({
success: true,
message: 'Document template mapping created successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json(
{ message: 'Unable to create document template mapping' },
{ status: 500 }
);
}
}

81
src/app/api/crm/settings/document-templates/versions/[id]/route.ts Normal file
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@@ -0,0 +1,81 @@
import { NextRequest, NextResponse } from 'next/server';
import { z } from 'zod';
import { auditUpdate } from '@/features/foundation/audit-log/service';
import {
setDocumentTemplateVersionActive,
updateDocumentTemplateVersion
} from '@/features/foundation/document-template/server/service';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
type Params = {
params: Promise<{ id: string }>;
};
const versionSchema = z.object({
version: z.string().min(1).optional(),
filePath: z.string().optional().nullable(),
schemaJson: z.unknown().optional(),
previewImageUrl: z.string().optional().nullable(),
isActive: z.boolean().optional()
});
export async function PATCH(request: NextRequest, { params }: Params) {
try {
const { id } = await params;
const { organization, session } = await requireOrganizationAccess({
permission: PERMISSIONS.crmDocumentTemplateUpdate
});
const payload = versionSchema.parse(await request.json());
if (Object.keys(payload).length === 1 && typeof payload.isActive === 'boolean') {
const result = await setDocumentTemplateVersionActive(id, organization.id, payload.isActive);
await auditUpdate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_template_version',
entityId: id,
beforeData: result.before,
afterData: result.after
});
return NextResponse.json({
success: true,
message: 'Document template version status updated successfully'
});
}
const updated = await updateDocumentTemplateVersion(id, organization.id, payload);
await auditUpdate({
organizationId: organization.id,
userId: session.user.id,
entityType: 'crm_document_template_version',
entityId: id,
afterData: updated
});
return NextResponse.json({
success: true,
message: 'Document template version updated successfully'
});
} catch (error) {
if (error instanceof AuthError) {
return NextResponse.json({ message: error.message }, { status: error.status });
}
if (error instanceof z.ZodError) {
return NextResponse.json(
{ message: error.issues[0]?.message ?? 'Invalid payload' },
{ status: 400 }
);
}
if (error instanceof Error) {
return NextResponse.json({ message: error.message }, { status: 400 });
}
return NextResponse.json(
{ message: 'Unable to update document template version' },
{ status: 500 }
);
}
}

74
src/app/dashboard/crm/page.tsx
View File

@@ -1,31 +1,67 @@
import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
import { auth } from '@/auth';
import PageContainer from '@/components/layout/page-container';
import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
import { crmDashboardQueryOptions } from '@/features/crm/dashboard/api/queries';
import { CrmDashboard } from '@/features/crm/dashboard/components/crm-dashboard';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { getQueryClient } from '@/lib/query-client';
import { searchParamsCache } from '@/lib/searchparams';
import type { SearchParams } from 'nuqs/server';
export const metadata = {
title: 'Dashboard: CRM'
};
export default function CrmDashboardRoute() {
type PageProps = {
searchParams: Promise<SearchParams>;
};
export default async function CrmDashboardRoute(props: PageProps) {
const searchParams = await props.searchParams;
const session = await auth();
const canRead =
session?.user?.systemRole === 'super_admin' ||
(!!session?.user?.activeOrganizationId &&
(session.user.activeMembershipRole === 'admin' ||
session.user.activePermissions.includes(PERMISSIONS.crmDashboardRead)));
const canExport =
session?.user?.systemRole === 'super_admin' ||
(!!session?.user?.activeOrganizationId &&
(session.user.activeMembershipRole === 'admin' ||
session.user.activePermissions.includes(PERMISSIONS.crmDashboardExport)));
searchParamsCache.parse(searchParams);
const filters = {
dateFrom: searchParamsCache.get('dateFrom'),
dateTo: searchParamsCache.get('dateTo'),
branch: searchParamsCache.get('branch'),
salesman: searchParamsCache.get('salesman'),
projectPartyRole: searchParamsCache.get('projectPartyRole'),
productType: searchParamsCache.get('productType')
};
const queryClient = getQueryClient();
if (canRead) {
void queryClient.prefetchQuery(crmDashboardQueryOptions(filters));
}
return (
<PageContainer
pageTitle='CRM Foundation'
pageDescription='Production CRM routes are now isolated from legacy mock state and ready for foundation-backed modules.'
pageTitle='CRM Dashboard'
pageDescription='Production KPI dashboard, revenue analytics, approval visibility, and sales insights from real CRM data.'
access={canRead}
accessFallback={
<div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
You do not have access to the CRM dashboard.
</div>
}
>
<CrmProductionPlaceholder
title='CRM production workspace'
summary='Task B.1 isolates the production CRM path so Task C can start on real architecture instead of in-memory demo state.'
foundationItems={[
'Current user context',
'Organization context',
'Permission helpers',
'Branch scope abstraction',
'Master options service',
'Document sequence service',
'Audit log helper'
]}
nextStep='Start Customer and Contact modules on top of Route Handlers, Drizzle, and organization-first access checks.'
demoHref='/dashboard/crm-demo'
/>
{canRead ? (
<HydrationBoundary state={dehydrate(queryClient)}>
<CrmDashboard canExport={canExport} />
</HydrationBoundary>
) : null}
</PageContainer>
);
}

40
src/app/dashboard/crm/settings/approval-workflows/page.tsx Normal file
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@@ -0,0 +1,40 @@
import { auth } from '@/auth';
import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
import PageContainer from '@/components/layout/page-container';
import { ApprovalWorkflowSettings } from '@/features/foundation/approval/components/approval-workflow-settings';
import { approvalWorkflowsQueryOptions } from '@/features/foundation/approval/queries';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { getQueryClient } from '@/lib/query-client';
export default async function ApprovalWorkflowsRoute() {
const session = await auth();
const canRead =
session?.user?.systemRole === 'super_admin' ||
(!!session?.user?.activeOrganizationId &&
(session.user.activeMembershipRole === 'admin' ||
session.user.activePermissions.includes(PERMISSIONS.crmApprovalWorkflowRead)));
const queryClient = getQueryClient();
if (canRead) {
void queryClient.prefetchQuery(approvalWorkflowsQueryOptions());
}
return (
<PageContainer
pageTitle='Approval Workflows'
pageDescription='Configure sequential CRM approval workflows and business-role steps without touching the runtime approval engine.'
access={canRead}
accessFallback={
<div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
You do not have access to CRM approval workflow settings.
</div>
}
>
{canRead ? (
<HydrationBoundary state={dehydrate(queryClient)}>
<ApprovalWorkflowSettings />
</HydrationBoundary>
) : null}
</PageContainer>
);
}

45
src/app/dashboard/crm/settings/document-sequences/page.tsx
View File

@@ -1,23 +1,40 @@
import { auth } from '@/auth';
import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
import PageContainer from '@/components/layout/page-container';
import { CrmProductionPlaceholder } from '@/features/foundation/components/crm-production-placeholder';
import { DocumentSequenceSettings } from '@/features/foundation/document-sequence/components/document-sequence-settings';
import { documentSequencesQueryOptions } from '@/features/foundation/document-sequence/queries';
import { PERMISSIONS } from '@/lib/auth/rbac';
import { getQueryClient } from '@/lib/query-client';
export default async function DocumentSequencesRoute() {
const session = await auth();
const canRead =
session?.user?.systemRole === 'super_admin' ||
(!!session?.user?.activeOrganizationId &&
(session.user.activeMembershipRole === 'admin' ||
session.user.activePermissions.includes(PERMISSIONS.crmDocumentSequenceRead)));
const queryClient = getQueryClient();
if (canRead) {
void queryClient.prefetchQuery(documentSequencesQueryOptions());
}
export default function DocumentSequencesRoute() {
return (
<PageContainer
pageTitle='Document Sequences'
pageDescription='The sequence foundation is ready, but a production management UI has not been introduced yet.'
pageDescription='Manage organization-scoped running numbers, prefixes, and branch-aware sequence resets.'
access={canRead}
accessFallback={
<div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center'>
You do not have access to CRM document sequences.
</div>
}
>
<CrmProductionPlaceholder
title='Document sequence UI pending'
summary='Sequence generation now exists in the foundation layer, but the old mock settings page has been isolated to the demo route.'
foundationItems={[
'Preview and generate sequence helpers',
'Organization-scoped sequence table',
'Branch-aware sequence support'
]}
nextStep='Add a production management page only when the product requires editable sequence settings.'
demoHref='/dashboard/crm-demo/settings/document-sequences'
/>
{canRead ? (
<HydrationBoundary state={dehydrate(queryClient)}>
<DocumentSequenceSettings />
</HydrationBoundary>
) : null}
</PageContainer>
);
}

9
src/components/layout/app-sidebar.tsx
View File

@@ -83,9 +83,10 @@ export default function AppSidebar() {
<SidebarMenu>
{group.items.map((item) => {
const Icon = item.icon ? Icons[item.icon] : Icons.logo;
const itemKey = item.url || `${group.label ?? 'group'}-${item.title}`;
return item?.items && item?.items?.length > 0 ? (
<Collapsible
key={item.title}
key={itemKey}
asChild
defaultOpen={item.isActive}
className='group/collapsible'
@@ -101,7 +102,9 @@ export default function AppSidebar() {
<CollapsibleContent>
<SidebarMenuSub>
{item.items?.map((subItem) => (
<SidebarMenuSubItem key={subItem.title}>
<SidebarMenuSubItem
key={subItem.url || `${itemKey}-${subItem.title}`}
>
<SidebarMenuSubButton asChild isActive={pathname === subItem.url}>
<Link href={subItem.url}>
<span>{subItem.title}</span>
@@ -114,7 +117,7 @@ export default function AppSidebar() {
</SidebarMenuItem>
</Collapsible>
) : (
<SidebarMenuItem key={item.title}>
<SidebarMenuItem key={itemKey}>
<SidebarMenuButton
asChild
tooltip={item.title}

23
src/config/nav-config.ts
View File

@@ -38,7 +38,7 @@ export const navGroups: NavGroup[] = [
label: "Overview",
items: [
{
title: "Dashboard",
title: "Dashboard Overview",
url: "/dashboard",
icon: "dashboard",
isActive: false,
@@ -83,6 +83,14 @@ export const navGroups: NavGroup[] = [
{
label: "CRM",
items: [
{
title: "Dashboard CRM",
url: "/dashboard/crm",
icon: "dashboard",
isActive: false,
items: [],
access: { requireOrg: true, permission: "crm.dashboard.read" },
},
{
title: "Customers",
url: "/dashboard/crm/customers",
@@ -130,7 +138,18 @@ export const navGroups: NavGroup[] = [
{
title: "Document Sequences",
url: "/dashboard/crm/settings/document-sequences",
access: { requireOrg: true, permission: "organization:manage" },
access: {
requireOrg: true,
permission: "crm.document_sequence.read",
},
},
{
title: "Approval Workflows",
url: "/dashboard/crm/settings/approval-workflows",
access: {
requireOrg: true,
permission: "crm.approval.workflow.read",
},
},
{
title: "Templates",

14
src/features/crm/dashboard/api/queries.ts Normal file
View File

@@ -0,0 +1,14 @@
import { queryOptions } from '@tanstack/react-query';
import { getCrmDashboard } from './service';
import type { CrmDashboardFilters } from './types';
export const crmDashboardKeys = {
all: ['crm-dashboard'] as const,
data: (filters: CrmDashboardFilters) => [...crmDashboardKeys.all, filters] as const
};
export const crmDashboardQueryOptions = (filters: CrmDashboardFilters) =>
queryOptions({
queryKey: crmDashboardKeys.data(filters),
queryFn: () => getCrmDashboard(filters)
});

16
src/features/crm/dashboard/api/service.ts Normal file
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@@ -0,0 +1,16 @@
import { apiClient } from '@/lib/api-client';
import type { CrmDashboardFilters, CrmDashboardResponse } from './types';
export async function getCrmDashboard(filters: CrmDashboardFilters): Promise<CrmDashboardResponse> {
const searchParams = new URLSearchParams();
if (filters.dateFrom) searchParams.set('dateFrom', filters.dateFrom);
if (filters.dateTo) searchParams.set('dateTo', filters.dateTo);
if (filters.branch) searchParams.set('branch', filters.branch);
if (filters.salesman) searchParams.set('salesman', filters.salesman);
if (filters.projectPartyRole) searchParams.set('projectPartyRole', filters.projectPartyRole);
if (filters.productType) searchParams.set('productType', filters.productType);
const query = searchParams.toString();
return apiClient<CrmDashboardResponse>(`/crm/dashboard${query ? `?${query}` : ''}`);
}

151
src/features/crm/dashboard/api/types.ts Normal file
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@@ -0,0 +1,151 @@
export interface CrmDashboardFilters {
dateFrom?: string | null;
dateTo?: string | null;
branch?: string | null;
salesman?: string | null;
projectPartyRole?: string | null;
productType?: string | null;
}
export interface CrmDashboardOption {
id: string;
code: string;
label: string;
}
export interface CrmDashboardSalesOption {
id: string;
name: string;
}
export interface CrmDashboardReferenceData {
branches: CrmDashboardOption[];
salesmen: CrmDashboardSalesOption[];
productTypes: CrmDashboardOption[];
projectPartyRoles: CrmDashboardOption[];
}
export interface CrmDashboardSummary {
lead: {
leadCount: number;
newLeads: number;
unassignedLeads: number;
averageLeadAgingDays: number;
};
opportunity: {
opportunityCount: number;
openOpportunities: number;
hotOpportunities: number;
opportunityValue: number;
};
quotation: {
draftQuotations: number;
pendingApproval: number;
approvedQuotations: number;
sentQuotations: number;
};
revenue: {
quotationValue: number;
wonValue: number;
lostValue: number;
};
}
export interface CrmDashboardFunnelStep {
key: string;
label: string;
count: number;
value: number;
conversionRate: number | null;
}
export interface CrmDashboardRevenueRow {
customerId: string;
customerCode: string;
customerName: string;
roleCode: string;
revenue: number;
quotationCount: number;
wonRevenue: number;
}
export interface CrmDashboardSalesRankingRow {
salesPersonId: string;
salesPersonName: string;
leadCount: number;
opportunityCount: number;
quotationCount: number;
approvedQuotations: number;
wonRevenue: number;
conversionRate: number;
}
export interface CrmDashboardFollowupSummary {
dueToday: number;
dueThisWeek: number;
overdue: number;
completed: number;
}
export interface CrmDashboardFollowupRow {
id: string;
sourceType: 'enquiry' | 'quotation';
followupDate: string;
customerName: string;
opportunityName: string;
assignedSalesName: string | null;
outcome: string | null;
}
export interface CrmDashboardApprovalSummary {
pendingApprovals: number;
approvedToday: number;
rejectedToday: number;
returnedToday: number;
averageApprovalTimeHours: number;
}
export interface CrmDashboardApprovalRow {
id: string;
entityCode: string | null;
entityTitle: string | null;
workflowName: string;
currentStepRoleName: string | null;
requestedAt: string;
}
export interface CrmDashboardHotProjectRow {
enquiryId: string;
enquiryCode: string;
projectName: string;
customerName: string;
value: number;
assignedSalesName: string | null;
probability: number | null;
}
export interface CrmDashboardResponse {
success: boolean;
time: string;
message: string;
filters: Required<CrmDashboardFilters>;
referenceData: CrmDashboardReferenceData;
summary: CrmDashboardSummary;
funnel: CrmDashboardFunnelStep[];
revenueAnalytics: {
topEndCustomers: CrmDashboardRevenueRow[];
topBillingCustomers: CrmDashboardRevenueRow[];
topContractors: CrmDashboardRevenueRow[];
topConsultants: CrmDashboardRevenueRow[];
};
salesRanking: CrmDashboardSalesRankingRow[];
followups: {
summary: CrmDashboardFollowupSummary;
upcoming: CrmDashboardFollowupRow[];
};
approvals: {
summary: CrmDashboardApprovalSummary;
myPendingApprovals: CrmDashboardApprovalRow[];
};
hotProjects: CrmDashboardHotProjectRow[];
}

52
src/features/crm/dashboard/components/crm-dashboard.tsx Normal file
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@@ -0,0 +1,52 @@
'use client';
import { useSuspenseQuery } from '@tanstack/react-query';
import { parseAsString, useQueryStates } from 'nuqs';
import { crmDashboardQueryOptions } from '../api/queries';
import { DashboardApprovalMetrics } from './dashboard-approval-metrics';
import { DashboardFilters } from './dashboard-filters';
import { DashboardFollowups } from './dashboard-followups';
import { DashboardFunnel } from './dashboard-funnel';
import { DashboardHotProjects } from './dashboard-hot-projects';
import { DashboardRevenueCards } from './dashboard-revenue-cards';
import { DashboardSalesRanking } from './dashboard-sales-ranking';
import { DashboardSummaryCards } from './dashboard-summary-cards';
export function CrmDashboard({ canExport }: { canExport: boolean }) {
const [params] = useQueryStates({
dateFrom: parseAsString,
dateTo: parseAsString,
branch: parseAsString,
salesman: parseAsString,
projectPartyRole: parseAsString,
productType: parseAsString
});
const filters = {
dateFrom: params.dateFrom,
dateTo: params.dateTo,
branch: params.branch,
salesman: params.salesman,
projectPartyRole: params.projectPartyRole,
productType: params.productType
};
const { data } = useSuspenseQuery(crmDashboardQueryOptions(filters));
return (
<div className='space-y-6'>
<DashboardFilters referenceData={data.referenceData} canExport={canExport} />
<DashboardSummaryCards summary={data.summary} />
<div className='grid gap-6 2xl:grid-cols-[1.35fr_1fr]'>
<DashboardFunnel steps={data.funnel} />
<DashboardHotProjects rows={data.hotProjects} />
</div>
<DashboardRevenueCards revenueAnalytics={data.revenueAnalytics} />
<div className='grid gap-6 2xl:grid-cols-[1.2fr_1fr]'>
<DashboardSalesRanking rows={data.salesRanking} />
<DashboardApprovalMetrics approvals={data.approvals} />
</div>
<DashboardFollowups followups={data.followups} />
</div>
);
}

76
src/features/crm/dashboard/components/dashboard-approval-metrics.tsx Normal file
View File

@@ -0,0 +1,76 @@
'use client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
import type { CrmDashboardResponse } from '../api/types';
function Stat({ label, value, suffix }: { label: string; value: number; suffix?: string }) {
return (
<div className='rounded-lg border bg-muted/20 p-4'>
<div className='text-muted-foreground text-xs'>{label}</div>
<div className='mt-2 text-2xl font-semibold'>
{value}
{suffix ? <span className='ml-1 text-sm font-normal'>{suffix}</span> : null}
</div>
</div>
);
}
export function DashboardApprovalMetrics({
approvals
}: {
approvals: CrmDashboardResponse['approvals'];
}) {
return (
<Card>
<CardHeader>
<CardTitle>Approval Analytics</CardTitle>
<CardDescription>Live workflow counts plus the current approver queue.</CardDescription>
</CardHeader>
<CardContent className='space-y-6'>
<div className='grid gap-4 sm:grid-cols-2 xl:grid-cols-5'>
<Stat label='Pending Approvals' value={approvals.summary.pendingApprovals} />
<Stat label='Approved Today' value={approvals.summary.approvedToday} />
<Stat label='Rejected Today' value={approvals.summary.rejectedToday} />
<Stat label='Returned Today' value={approvals.summary.returnedToday} />
<Stat
label='Average Approval Time'
value={approvals.summary.averageApprovalTimeHours}
suffix='hrs'
/>
</div>
<Table>
<TableHeader>
<TableRow>
<TableHead>Document</TableHead>
<TableHead>Workflow</TableHead>
<TableHead>Current Step</TableHead>
<TableHead>Requested At</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{approvals.myPendingApprovals.length === 0 ? (
<TableRow>
<TableCell colSpan={4} className='text-muted-foreground text-center'>
No pending approvals are assigned to your current approver scope.
</TableCell>
</TableRow>
) : (
approvals.myPendingApprovals.map((row) => (
<TableRow key={row.id}>
<TableCell>
<div className='font-medium'>{row.entityCode ?? 'Approval'}</div>
<div className='text-muted-foreground text-xs'>{row.entityTitle ?? '-'}</div>
</TableCell>
<TableCell>{row.workflowName}</TableCell>
<TableCell>{row.currentStepRoleName ?? '-'}</TableCell>
<TableCell>{new Date(row.requestedAt).toLocaleString()}</TableCell>
</TableRow>
))
)}
</TableBody>
</Table>
</CardContent>
</Card>
);
}

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'use client';
import { useMemo } from 'react';
import Link from 'next/link';
import { parseAsString, useQueryStates } from 'nuqs';
import { Icons } from '@/components/icons';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue
} from '@/components/ui/select';
import type { CrmDashboardReferenceData } from '../api/types';
export function DashboardFilters({
referenceData,
canExport
}: {
referenceData: CrmDashboardReferenceData;
canExport: boolean;
}) {
const [params, setParams] = useQueryStates({
dateFrom: parseAsString,
dateTo: parseAsString,
branch: parseAsString,
salesman: parseAsString,
projectPartyRole: parseAsString,
productType: parseAsString
});
const exportQuery = useMemo(() => {
const searchParams = new URLSearchParams();
if (params.dateFrom) searchParams.set('dateFrom', params.dateFrom);
if (params.dateTo) searchParams.set('dateTo', params.dateTo);
if (params.branch) searchParams.set('branch', params.branch);
if (params.salesman) searchParams.set('salesman', params.salesman);
if (params.projectPartyRole) searchParams.set('projectPartyRole', params.projectPartyRole);
if (params.productType) searchParams.set('productType', params.productType);
return searchParams.toString();
}, [params]);
return (
<div className='flex flex-col gap-4 rounded-xl border bg-card p-4'>
<div className='grid gap-3 md:grid-cols-2 xl:grid-cols-6'>
<Input
type='date'
value={params.dateFrom ?? ''}
onChange={(event) => void setParams({ dateFrom: event.target.value || null })}
/>
<Input
type='date'
value={params.dateTo ?? ''}
onChange={(event) => void setParams({ dateTo: event.target.value || null })}
/>
<Select
value={params.branch ?? '__all__'}
onValueChange={(value) => void setParams({ branch: value === '__all__' ? null : value })}
>
<SelectTrigger>
<SelectValue placeholder='Branch' />
</SelectTrigger>
<SelectContent>
<SelectItem value='__all__'>All Branches</SelectItem>
{referenceData.branches.map((item) => (
<SelectItem key={item.id} value={item.id}>
{item.label}
</SelectItem>
))}
</SelectContent>
</Select>
<Select
value={params.salesman ?? '__all__'}
onValueChange={(value) => void setParams({ salesman: value === '__all__' ? null : value })}
>
<SelectTrigger>
<SelectValue placeholder='Sales Person' />
</SelectTrigger>
<SelectContent>
<SelectItem value='__all__'>All Sales</SelectItem>
{referenceData.salesmen.map((item) => (
<SelectItem key={item.id} value={item.id}>
{item.name}
</SelectItem>
))}
</SelectContent>
</Select>
<Select
value={params.projectPartyRole ?? '__all__'}
onValueChange={(value) =>
void setParams({ projectPartyRole: value === '__all__' ? null : value })
}
>
<SelectTrigger>
<SelectValue placeholder='Project Party Role' />
</SelectTrigger>
<SelectContent>
<SelectItem value='__all__'>All Party Roles</SelectItem>
{referenceData.projectPartyRoles.map((item) => (
<SelectItem key={item.id} value={item.id}>
{item.label}
</SelectItem>
))}
</SelectContent>
</Select>
<Select
value={params.productType ?? '__all__'}
onValueChange={(value) => void setParams({ productType: value === '__all__' ? null : value })}
>
<SelectTrigger>
<SelectValue placeholder='Product Type' />
</SelectTrigger>
<SelectContent>
<SelectItem value='__all__'>All Product Types</SelectItem>
{referenceData.productTypes.map((item) => (
<SelectItem key={item.id} value={item.id}>
{item.label}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<div className='flex flex-wrap items-center gap-2'>
<Button
variant='outline'
onClick={() =>
void setParams({
dateFrom: null,
dateTo: null,
branch: null,
salesman: null,
projectPartyRole: null,
productType: null
})
}
>
Reset Filters
</Button>
{canExport ? (
<>
<Button asChild variant='outline'>
<Link
href={`/api/crm/dashboard/export?section=sales-ranking&format=csv${
exportQuery ? `&${exportQuery}` : ''
}`}
>
<Icons.download className='mr-2 h-4 w-4' /> Export Sales CSV
</Link>
</Button>
<Button asChild variant='outline'>
<Link
href={`/api/crm/dashboard/export?section=revenue-analytics&format=xls${
exportQuery ? `&${exportQuery}` : ''
}`}
>
<Icons.download className='mr-2 h-4 w-4' /> Export Revenue Excel
</Link>
</Button>
<Button asChild variant='outline'>
<Link
href={`/api/crm/dashboard/export?section=pipeline-funnel&format=csv${
exportQuery ? `&${exportQuery}` : ''
}`}
>
<Icons.download className='mr-2 h-4 w-4' /> Export Funnel CSV
</Link>
</Button>
</>
) : null}
</div>
</div>
);
}

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'use client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
import type { CrmDashboardResponse } from '../api/types';
function Stat({ label, value }: { label: string; value: number }) {
return (
<div className='rounded-lg border bg-muted/20 p-4'>
<div className='text-muted-foreground text-xs'>{label}</div>
<div className='mt-2 text-2xl font-semibold'>{value}</div>
</div>
);
}
export function DashboardFollowups({
followups
}: {
followups: CrmDashboardResponse['followups'];
}) {
return (
<Card>
<CardHeader>
<CardTitle>Follow-up Dashboard</CardTitle>
<CardDescription>Upcoming and completed CRM follow-ups across enquiries and quotations.</CardDescription>
</CardHeader>
<CardContent className='space-y-6'>
<div className='grid gap-4 sm:grid-cols-2 xl:grid-cols-4'>
<Stat label='Due Today' value={followups.summary.dueToday} />
<Stat label='Due This Week' value={followups.summary.dueThisWeek} />
<Stat label='Overdue' value={followups.summary.overdue} />
<Stat label='Completed' value={followups.summary.completed} />
</div>
<Table>
<TableHeader>
<TableRow>
<TableHead>Date</TableHead>
<TableHead>Customer</TableHead>
<TableHead>Opportunity</TableHead>
<TableHead>Assigned Sales</TableHead>
<TableHead>Source</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{followups.upcoming.length === 0 ? (
<TableRow>
<TableCell colSpan={5} className='text-muted-foreground text-center'>
No upcoming follow-ups match the current filters.
</TableCell>
</TableRow>
) : (
followups.upcoming.map((row) => (
<TableRow key={`${row.sourceType}-${row.id}`}>
<TableCell>{new Date(row.followupDate).toLocaleDateString()}</TableCell>
<TableCell>{row.customerName}</TableCell>
<TableCell>{row.opportunityName}</TableCell>
<TableCell>{row.assignedSalesName ?? '-'}</TableCell>
<TableCell className='capitalize'>{row.sourceType}</TableCell>
</TableRow>
))
)}
</TableBody>
</Table>
</CardContent>
</Card>
);
}

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'use client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import type { CrmDashboardFunnelStep } from '../api/types';
function formatNumber(value: number) {
return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
}
export function DashboardFunnel({ steps }: { steps: CrmDashboardFunnelStep[] }) {
const maxCount = Math.max(...steps.map((step) => step.count), 1);
return (
<Card>
<CardHeader>
<CardTitle>Sales Pipeline Funnel</CardTitle>
<CardDescription>Frozen lead, opportunity, quotation, approval, and won stages.</CardDescription>
</CardHeader>
<CardContent className='space-y-4'>
{steps.map((step) => (
<div key={step.key} className='space-y-2'>
<div className='flex items-center justify-between gap-4'>
<div>
<div className='font-medium'>{step.label}</div>
<div className='text-muted-foreground text-xs'>
{formatNumber(step.count)} items, value {formatNumber(step.value)}
</div>
</div>
<div className='text-right text-sm'>
<div>{step.conversionRate === null ? '-' : `${formatNumber(step.conversionRate)}%`}</div>
<div className='text-muted-foreground text-xs'>conversion</div>
</div>
</div>
<div className='bg-muted h-2 overflow-hidden rounded-full'>
<div
className='h-full rounded-full bg-primary'
style={{ width: `${Math.max((step.count / maxCount) * 100, step.count > 0 ? 8 : 0)}%` }}
/>
</div>
</div>
))}
</CardContent>
</Card>
);
}

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'use client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
import type { CrmDashboardHotProjectRow } from '../api/types';
function formatNumber(value: number) {
return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
}
export function DashboardHotProjects({ rows }: { rows: CrmDashboardHotProjectRow[] }) {
return (
<Card>
<CardHeader>
<CardTitle>Top Hot Opportunities</CardTitle>
<CardDescription>Production hot projects from enquiries, ranked by commercial value.</CardDescription>
</CardHeader>
<CardContent>
<Table>
<TableHeader>
<TableRow>
<TableHead>Project</TableHead>
<TableHead>Customer</TableHead>
<TableHead className='text-right'>Value</TableHead>
<TableHead>Assigned Sales</TableHead>
<TableHead className='text-right'>Probability</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{rows.length === 0 ? (
<TableRow>
<TableCell colSpan={5} className='text-muted-foreground text-center'>
No hot opportunities match the current filters.
</TableCell>
</TableRow>
) : (
rows.map((row) => (
<TableRow key={row.enquiryId}>
<TableCell>
<div className='font-medium'>{row.projectName}</div>
<div className='text-muted-foreground text-xs'>{row.enquiryCode}</div>
</TableCell>
<TableCell>{row.customerName}</TableCell>
<TableCell className='text-right'>{formatNumber(row.value)}</TableCell>
<TableCell>{row.assignedSalesName ?? '-'}</TableCell>
<TableCell className='text-right'>{row.probability ?? 0}%</TableCell>
</TableRow>
))
)}
</TableBody>
</Table>
</CardContent>
</Card>
);
}

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'use client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
import type { CrmDashboardRevenueRow, CrmDashboardResponse } from '../api/types';
function formatNumber(value: number) {
return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
}
function RevenueTable({
title,
description,
rows
}: {
title: string;
description: string;
rows: CrmDashboardRevenueRow[];
}) {
return (
<Card>
<CardHeader>
<CardTitle>{title}</CardTitle>
<CardDescription>{description}</CardDescription>
</CardHeader>
<CardContent>
<Table>
<TableHeader>
<TableRow>
<TableHead>Customer</TableHead>
<TableHead className='text-right'>Revenue</TableHead>
<TableHead className='text-right'>Quotations</TableHead>
<TableHead className='text-right'>Won Revenue</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{rows.length === 0 ? (
<TableRow>
<TableCell colSpan={4} className='text-muted-foreground text-center'>
No revenue rows match the current filters.
</TableCell>
</TableRow>
) : (
rows.map((row) => (
<TableRow key={`${row.roleCode}-${row.customerId}`}>
<TableCell>
<div className='font-medium'>{row.customerName}</div>
<div className='text-muted-foreground text-xs'>{row.customerCode}</div>
</TableCell>
<TableCell className='text-right'>{formatNumber(row.revenue)}</TableCell>
<TableCell className='text-right'>{formatNumber(row.quotationCount)}</TableCell>
<TableCell className='text-right'>{formatNumber(row.wonRevenue)}</TableCell>
</TableRow>
))
)}
</TableBody>
</Table>
</CardContent>
</Card>
);
}
export function DashboardRevenueCards({
revenueAnalytics
}: {
revenueAnalytics: CrmDashboardResponse['revenueAnalytics'];
}) {
return (
<div className='grid gap-4 xl:grid-cols-2'>
<RevenueTable
title='Top End Customers'
description='Revenue owner attribution with billing-customer fallback when end-customer is missing.'
rows={revenueAnalytics.topEndCustomers}
/>
<RevenueTable
title='Top Billing Customers'
description='Commercial relationship view grouped by billing customer.'
rows={revenueAnalytics.topBillingCustomers}
/>
<RevenueTable
title='Top Contractors'
description='Relationship analytics with full attribution for each contractor role.'
rows={revenueAnalytics.topContractors}
/>
<RevenueTable
title='Top Consultants'
description='Consultant-side revenue relationships from project parties.'
rows={revenueAnalytics.topConsultants}
/>
</div>
);
}

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'use client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table';
import type { CrmDashboardSalesRankingRow } from '../api/types';
function formatNumber(value: number) {
return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
}
export function DashboardSalesRanking({ rows }: { rows: CrmDashboardSalesRankingRow[] }) {
return (
<Card>
<CardHeader>
<CardTitle>Sales Ranking</CardTitle>
<CardDescription>Lead and opportunity ownership follow assignment rules. Quotation ownership uses salesman.</CardDescription>
</CardHeader>
<CardContent>
<Table>
<TableHeader>
<TableRow>
<TableHead>Sales Person</TableHead>
<TableHead className='text-right'>Lead</TableHead>
<TableHead className='text-right'>Opportunity</TableHead>
<TableHead className='text-right'>Quotation</TableHead>
<TableHead className='text-right'>Approved</TableHead>
<TableHead className='text-right'>Won Revenue</TableHead>
<TableHead className='text-right'>Conversion</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{rows.length === 0 ? (
<TableRow>
<TableCell colSpan={7} className='text-muted-foreground text-center'>
No sales ranking rows match the current filters.
</TableCell>
</TableRow>
) : (
rows.map((row) => (
<TableRow key={row.salesPersonId}>
<TableCell className='font-medium'>{row.salesPersonName}</TableCell>
<TableCell className='text-right'>{formatNumber(row.leadCount)}</TableCell>
<TableCell className='text-right'>{formatNumber(row.opportunityCount)}</TableCell>
<TableCell className='text-right'>{formatNumber(row.quotationCount)}</TableCell>
<TableCell className='text-right'>{formatNumber(row.approvedQuotations)}</TableCell>
<TableCell className='text-right'>{formatNumber(row.wonRevenue)}</TableCell>
<TableCell className='text-right'>{formatNumber(row.conversionRate)}%</TableCell>
</TableRow>
))
)}
</TableBody>
</Table>
</CardContent>
</Card>
);
}

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'use client';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import type { CrmDashboardSummary } from '../api/types';
function formatNumber(value: number) {
return new Intl.NumberFormat('en-US', { maximumFractionDigits: 2 }).format(value);
}
function SummaryCard({
title,
description,
items
}: {
title: string;
description: string;
items: Array<{ label: string; value: number; suffix?: string }>;
}) {
return (
<Card className='h-full'>
<CardHeader>
<CardTitle>{title}</CardTitle>
<CardDescription>{description}</CardDescription>
</CardHeader>
<CardContent className='grid gap-4 sm:grid-cols-2'>
{items.map((item) => (
<div key={item.label} className='rounded-lg border bg-muted/20 p-4'>
<div className='text-muted-foreground text-xs'>{item.label}</div>
<div className='mt-2 text-2xl font-semibold'>
{formatNumber(item.value)}
{item.suffix ? <span className='ml-1 text-sm font-normal'>{item.suffix}</span> : null}
</div>
</div>
))}
</CardContent>
</Card>
);
}
export function DashboardSummaryCards({ summary }: { summary: CrmDashboardSummary }) {
return (
<div className='grid gap-4 xl:grid-cols-2 2xl:grid-cols-4'>
<SummaryCard
title='Lead'
description='Lead-stage enquiries based on the frozen KPI rules.'
items={[
{ label: 'Lead Count', value: summary.lead.leadCount },
{ label: 'New Leads', value: summary.lead.newLeads },
{ label: 'Unassigned Leads', value: summary.lead.unassignedLeads },
{ label: 'Lead Aging Avg', value: summary.lead.averageLeadAgingDays, suffix: 'days' }
]}
/>
<SummaryCard
title='Opportunity'
description='Assigned enquiries that remain active in the pipeline.'
items={[
{ label: 'Opportunity Count', value: summary.opportunity.opportunityCount },
{ label: 'Open Opportunities', value: summary.opportunity.openOpportunities },
{ label: 'Hot Opportunities', value: summary.opportunity.hotOpportunities },
{ label: 'Opportunity Value', value: summary.opportunity.opportunityValue }
]}
/>
<SummaryCard
title='Quotation'
description='Live quotation status counts from production data.'
items={[
{ label: 'Draft Quotations', value: summary.quotation.draftQuotations },
{ label: 'Pending Approval', value: summary.quotation.pendingApproval },
{ label: 'Approved Quotations', value: summary.quotation.approvedQuotations },
{ label: 'Sent Quotations', value: summary.quotation.sentQuotations }
]}
/>
<SummaryCard
title='Revenue'
description='Quotation, won, and lost values using frozen dashboard rules.'
items={[
{ label: 'Quotation Value', value: summary.revenue.quotationValue },
{ label: 'Won Value', value: summary.revenue.wonValue },
{ label: 'Lost Value', value: summary.revenue.lostValue }
]}
/>
</div>
);
}

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import { and, asc, desc, eq, inArray, isNull } from 'drizzle-orm';
import {
endOfDay,
endOfWeek,
formatISO,
isAfter,
isBefore,
isSameDay,
startOfDay,
startOfWeek
} from 'date-fns';
import {
crmApprovalRequests,
crmCustomers,
crmEnquiries,
crmEnquiryFollowups,
crmQuotationFollowups,
crmQuotations,
memberships,
users
} from '@/db/schema';
import { db } from '@/lib/db';
import { getUserBranches } from '@/features/foundation/branch-scope/service';
import { listApprovalRequests } from '@/features/foundation/approval/server/service';
import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
import {
getRevenueByBillingCustomer,
getRevenueByConsultant,
getRevenueByContractor,
getRevenueByEndCustomer
} from '@/features/crm/reporting/server/service';
import type {
CrmDashboardApprovalRow,
CrmDashboardApprovalSummary,
CrmDashboardFilters,
CrmDashboardFollowupRow,
CrmDashboardFollowupSummary,
CrmDashboardFunnelStep,
CrmDashboardHotProjectRow,
CrmDashboardReferenceData,
CrmDashboardResponse,
CrmDashboardRevenueRow,
CrmDashboardSalesRankingRow,
CrmDashboardSummary
} from '../api/types';
const ENQUIRY_STATUS_CATEGORY = 'crm_enquiry_status';
const QUOTATION_STATUS_CATEGORY = 'crm_quotation_status';
const PRODUCT_TYPE_CATEGORY = 'crm_product_type';
const PROJECT_PARTY_ROLE_CATEGORY = 'crm_project_party_role';
type DashboardContext = {
organizationId: string;
userId: string;
membershipRole: string;
businessRole: string;
};
type NormalizedFilters = {
dateFrom: string;
dateTo: string;
branch: string | null;
salesman: string | null;
projectPartyRole: string | null;
productType: string | null;
};
type StatusMaps = {
enquiryStatusById: Map<string, string>;
quotationStatusById: Map<string, string>;
};
function normalizeDashboardFilters(filters: CrmDashboardFilters): NormalizedFilters {
const now = new Date();
const monthStart = startOfDay(new Date(now.getFullYear(), now.getMonth(), 1));
return {
dateFrom: filters.dateFrom ?? formatISO(monthStart, { representation: 'date' }),
dateTo: filters.dateTo ?? formatISO(now, { representation: 'date' }),
branch: filters.branch ?? null,
salesman: filters.salesman ?? null,
projectPartyRole: filters.projectPartyRole ?? null,
productType: filters.productType ?? null
};
}
function toDayBounds(filters: NormalizedFilters) {
return {
from: startOfDay(new Date(filters.dateFrom)),
to: endOfDay(new Date(filters.dateTo))
};
}
function round2(value: number) {
return Math.round(value * 100) / 100;
}
function average(values: number[]) {
if (values.length === 0) {
return 0;
}
return round2(values.reduce((sum, value) => sum + value, 0) / values.length);
}
async function getStatusMaps(organizationId: string): Promise<StatusMaps> {
const [enquiryOptions, quotationOptions] = await Promise.all([
getActiveOptionsByCategory(ENQUIRY_STATUS_CATEGORY, { organizationId }),
getActiveOptionsByCategory(QUOTATION_STATUS_CATEGORY, { organizationId })
]);
return {
enquiryStatusById: new Map(enquiryOptions.map((item) => [item.id, item.code])),
quotationStatusById: new Map(quotationOptions.map((item) => [item.id, item.code]))
};
}
async function getReferenceData(organizationId: string): Promise<CrmDashboardReferenceData> {
const [branches, salesmen, productTypes, projectPartyRoles] = await Promise.all([
getUserBranches(),
db
.select({ id: users.id, name: users.name })
.from(memberships)
.innerJoin(users, eq(memberships.userId, users.id))
.where(eq(memberships.organizationId, organizationId))
.orderBy(asc(users.name)),
getActiveOptionsByCategory(PRODUCT_TYPE_CATEGORY, { organizationId }),
getActiveOptionsByCategory(PROJECT_PARTY_ROLE_CATEGORY, { organizationId })
]);
return {
branches: branches.map((item) => ({ id: item.id, code: item.code, label: item.name })),
salesmen: salesmen.map((item) => ({ id: item.id, name: item.name })),
productTypes: productTypes.map((item) => ({
id: item.id,
code: item.code,
label: item.label
})),
projectPartyRoles: projectPartyRoles.map((item) => ({
id: item.id,
code: item.code,
label: item.label
}))
};
}
function matchesEnquiryFilters(
row: typeof crmEnquiries.$inferSelect,
filters: NormalizedFilters
) {
const { from, to } = toDayBounds(filters);
if (filters.branch && row.branchId !== filters.branch) return false;
if (filters.salesman && row.assignedToUserId !== filters.salesman) return false;
if (filters.productType && row.productType !== filters.productType) return false;
if (isBefore(row.createdAt, from) || isAfter(row.createdAt, to)) return false;
return true;
}
function matchesQuotationFilters(
row: typeof crmQuotations.$inferSelect,
filters: NormalizedFilters
) {
const { from, to } = toDayBounds(filters);
if (filters.branch && row.branchId !== filters.branch) return false;
if (filters.salesman && row.salesmanId !== filters.salesman) return false;
if (filters.productType && row.quotationType !== filters.productType) return false;
if (isBefore(row.quotationDate, from) || isAfter(row.quotationDate, to)) return false;
return true;
}
function isLeadStatus(statusCode: string | undefined, enquiry: typeof crmEnquiries.$inferSelect) {
return enquiry.assignedToUserId === null && !['closed_lost', 'cancelled'].includes(statusCode ?? '');
}
function isOpportunityStatus(
statusCode: string | undefined,
enquiry: typeof crmEnquiries.$inferSelect
) {
return enquiry.assignedToUserId !== null && !['closed_lost', 'cancelled'].includes(statusCode ?? '');
}
async function loadScopedRows(
organizationId: string,
filters: NormalizedFilters
) {
const [enquiries, quotations] = await Promise.all([
db
.select()
.from(crmEnquiries)
.where(and(eq(crmEnquiries.organizationId, organizationId), isNull(crmEnquiries.deletedAt))),
db
.select()
.from(crmQuotations)
.where(and(eq(crmQuotations.organizationId, organizationId), isNull(crmQuotations.deletedAt)))
]);
return {
enquiries: enquiries.filter((row) => matchesEnquiryFilters(row, filters)),
quotations: quotations.filter((row) => matchesQuotationFilters(row, filters))
};
}
function buildSummary(
scopedEnquiries: Array<typeof crmEnquiries.$inferSelect>,
scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
statusMaps: StatusMaps
): CrmDashboardSummary {
const now = new Date();
const leadRows = scopedEnquiries.filter((row) =>
isLeadStatus(statusMaps.enquiryStatusById.get(row.status), row)
);
const opportunityRows = scopedEnquiries.filter((row) =>
isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row)
);
const leadAges = leadRows.map((row) => (now.getTime() - row.createdAt.getTime()) / (1000 * 60 * 60 * 24));
const quotationStatusCodes = scopedQuotations.map((row) => statusMaps.quotationStatusById.get(row.status) ?? '');
return {
lead: {
leadCount: leadRows.length,
newLeads: leadRows.length,
unassignedLeads: leadRows.length,
averageLeadAgingDays: average(leadAges)
},
opportunity: {
opportunityCount: opportunityRows.length,
openOpportunities: opportunityRows.length,
hotOpportunities: opportunityRows.filter((row) => row.isHotProject).length,
opportunityValue: round2(opportunityRows.reduce((sum, row) => sum + (row.estimatedValue ?? 0), 0))
},
quotation: {
draftQuotations: quotationStatusCodes.filter((code) => code === 'draft').length,
pendingApproval: quotationStatusCodes.filter((code) => code === 'pending_approval').length,
approvedQuotations: quotationStatusCodes.filter((code) => code === 'approved').length,
sentQuotations: quotationStatusCodes.filter((code) => code === 'sent').length
},
revenue: {
quotationValue: round2(
scopedQuotations
.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled')
.reduce((sum, row) => sum + row.totalAmount, 0)
),
wonValue: round2(
scopedQuotations
.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted')
.reduce((sum, row) => sum + row.totalAmount, 0)
),
lostValue: round2(
scopedQuotations
.filter((row) =>
['lost', 'rejected'].includes(statusMaps.quotationStatusById.get(row.status) ?? '')
)
.reduce((sum, row) => sum + row.totalAmount, 0)
)
}
};
}
function buildFunnel(
summary: CrmDashboardSummary,
scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
statusMaps: StatusMaps
): CrmDashboardFunnelStep[] {
const steps = [
{
key: 'lead',
label: 'Lead',
count: summary.lead.leadCount,
value: 0
},
{
key: 'opportunity',
label: 'Opportunity',
count: summary.opportunity.opportunityCount,
value: summary.opportunity.opportunityValue
},
{
key: 'quotation',
label: 'Quotation',
count: scopedQuotations.filter(
(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled'
).length,
value: scopedQuotations
.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') !== 'cancelled')
.reduce((sum, row) => sum + row.totalAmount, 0)
},
{
key: 'pending_approval',
label: 'Pending Approval',
count: scopedQuotations.filter(
(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'pending_approval'
).length,
value: scopedQuotations
.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'pending_approval')
.reduce((sum, row) => sum + row.totalAmount, 0)
},
{
key: 'approved',
label: 'Approved',
count: scopedQuotations.filter(
(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'approved'
).length,
value: scopedQuotations
.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'approved')
.reduce((sum, row) => sum + row.totalAmount, 0)
},
{
key: 'closed_won',
label: 'Closed Won',
count: scopedQuotations.filter(
(row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted'
).length,
value: scopedQuotations
.filter((row) => (statusMaps.quotationStatusById.get(row.status) ?? '') === 'accepted')
.reduce((sum, row) => sum + row.totalAmount, 0)
}
];
return steps.map((step, index) => ({
...step,
value: round2(step.value),
conversionRate:
index === 0 || steps[index - 1].count === 0
? null
: round2((step.count / steps[index - 1].count) * 100)
}));
}
async function buildRevenueAnalytics(
organizationId: string,
filters: NormalizedFilters
) {
const revenueFilters = {
dateFrom: filters.dateFrom,
dateTo: filters.dateTo,
...(filters.branch ? { branch: filters.branch } : {}),
...(filters.salesman ? { salesman: filters.salesman } : {}),
...(filters.productType ? { quotationType: filters.productType } : {})
};
const [
endCustomers,
billingCustomers,
contractors,
consultants,
wonEnd,
wonBilling,
wonContractor,
wonConsultant
] = await Promise.all([
getRevenueByEndCustomer(organizationId, revenueFilters),
getRevenueByBillingCustomer(organizationId, revenueFilters),
getRevenueByContractor(organizationId, revenueFilters),
getRevenueByConsultant(organizationId, revenueFilters),
getRevenueByEndCustomer(organizationId, { ...revenueFilters, status: 'accepted' }),
getRevenueByBillingCustomer(organizationId, { ...revenueFilters, status: 'accepted' }),
getRevenueByContractor(organizationId, { ...revenueFilters, status: 'accepted' }),
getRevenueByConsultant(organizationId, { ...revenueFilters, status: 'accepted' })
]);
function withWonRevenue(
rows: Awaited<ReturnType<typeof getRevenueByEndCustomer>>,
wonRows: Awaited<ReturnType<typeof getRevenueByEndCustomer>>
): CrmDashboardRevenueRow[] {
const wonMap = new Map(wonRows.map((row) => [row.customerId, row.revenue]));
return rows.slice(0, 5).map((row) => ({
customerId: row.customerId,
customerCode: row.customerCode,
customerName: row.customerName,
roleCode: row.roleCode,
revenue: row.revenue,
quotationCount: row.quotationCount,
wonRevenue: wonMap.get(row.customerId) ?? 0
}));
}
return {
topEndCustomers: withWonRevenue(endCustomers, wonEnd),
topBillingCustomers: withWonRevenue(billingCustomers, wonBilling),
topContractors: withWonRevenue(contractors, wonContractor),
topConsultants: withWonRevenue(consultants, wonConsultant)
};
}
async function buildSalesRanking(
scopedEnquiries: Array<typeof crmEnquiries.$inferSelect>,
scopedQuotations: Array<typeof crmQuotations.$inferSelect>,
statusMaps: StatusMaps
): Promise<CrmDashboardSalesRankingRow[]> {
const userIds = [
...new Set(
[
...scopedEnquiries.map((row) => row.assignedToUserId).filter(Boolean),
...scopedQuotations.map((row) => row.salesmanId).filter(Boolean)
] as string[]
)
];
const salesUsers = userIds.length
? await db.select({ id: users.id, name: users.name }).from(users).where(inArray(users.id, userIds))
: [];
const userMap = new Map(salesUsers.map((row) => [row.id, row.name]));
const rankingMap = new Map<string, CrmDashboardSalesRankingRow>();
for (const row of scopedEnquiries) {
if (!row.assignedToUserId) continue;
const current =
rankingMap.get(row.assignedToUserId) ??
{
salesPersonId: row.assignedToUserId,
salesPersonName: userMap.get(row.assignedToUserId) ?? 'Unknown',
leadCount: 0,
opportunityCount: 0,
quotationCount: 0,
approvedQuotations: 0,
wonRevenue: 0,
conversionRate: 0
};
if (isLeadStatus(statusMaps.enquiryStatusById.get(row.status), row)) {
current.leadCount += 1;
}
if (isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row)) {
current.opportunityCount += 1;
}
rankingMap.set(row.assignedToUserId, current);
}
for (const row of scopedQuotations) {
if (!row.salesmanId) continue;
const current =
rankingMap.get(row.salesmanId) ??
{
salesPersonId: row.salesmanId,
salesPersonName: userMap.get(row.salesmanId) ?? 'Unknown',
leadCount: 0,
opportunityCount: 0,
quotationCount: 0,
approvedQuotations: 0,
wonRevenue: 0,
conversionRate: 0
};
const statusCode = statusMaps.quotationStatusById.get(row.status) ?? '';
if (statusCode !== 'cancelled') {
current.quotationCount += 1;
}
if (statusCode === 'approved') {
current.approvedQuotations += 1;
}
if (statusCode === 'accepted') {
current.wonRevenue += row.totalAmount;
}
rankingMap.set(row.salesmanId, current);
}
return [...rankingMap.values()]
.map((row) => ({
...row,
wonRevenue: round2(row.wonRevenue),
conversionRate:
row.quotationCount > 0 ? round2((row.approvedQuotations / row.quotationCount) * 100) : 0
}))
.sort((a, b) => {
if (b.wonRevenue !== a.wonRevenue) return b.wonRevenue - a.wonRevenue;
if (b.quotationCount !== a.quotationCount) return b.quotationCount - a.quotationCount;
return a.salesPersonName.localeCompare(b.salesPersonName);
})
.slice(0, 10);
}
async function buildFollowups(
organizationId: string,
filters: NormalizedFilters
): Promise<{ summary: CrmDashboardFollowupSummary; upcoming: CrmDashboardFollowupRow[] }> {
const [enquiryFollowups, quotationFollowups] = await Promise.all([
db
.select()
.from(crmEnquiryFollowups)
.where(and(eq(crmEnquiryFollowups.organizationId, organizationId), isNull(crmEnquiryFollowups.deletedAt)))
.orderBy(asc(crmEnquiryFollowups.followupDate)),
db
.select()
.from(crmQuotationFollowups)
.where(and(eq(crmQuotationFollowups.organizationId, organizationId), isNull(crmQuotationFollowups.deletedAt)))
.orderBy(asc(crmQuotationFollowups.followupDate))
]);
const { from, to } = toDayBounds(filters);
const now = new Date();
const weekStart = startOfWeek(now, { weekStartsOn: 1 });
const weekEnd = endOfWeek(now, { weekStartsOn: 1 });
const enquiryIds = [...new Set(enquiryFollowups.map((row) => row.enquiryId))];
const quotationIds = [...new Set(quotationFollowups.map((row) => row.quotationId))];
const [enquiries, quotations] = await Promise.all([
enquiryIds.length ? db.select().from(crmEnquiries).where(inArray(crmEnquiries.id, enquiryIds)) : [],
quotationIds.length ? db.select().from(crmQuotations).where(inArray(crmQuotations.id, quotationIds)) : []
]);
const customerIds = [...new Set([...enquiries.map((row) => row.customerId), ...quotations.map((row) => row.customerId)])];
const salesIds = [
...new Set(
[...enquiries.map((row) => row.assignedToUserId).filter(Boolean), ...quotations.map((row) => row.salesmanId).filter(Boolean)] as string[]
)
];
const [customers, salesUsers] = await Promise.all([
customerIds.length ? db.select().from(crmCustomers).where(inArray(crmCustomers.id, customerIds)) : [],
salesIds.length ? db.select({ id: users.id, name: users.name }).from(users).where(inArray(users.id, salesIds)) : []
]);
const enquiryMap = new Map(enquiries.map((row) => [row.id, row]));
const quotationMap = new Map(quotations.map((row) => [row.id, row]));
const customerMap = new Map(customers.map((row) => [row.id, row.name]));
const salesMap = new Map(salesUsers.map((row) => [row.id, row.name]));
const enquiryRows = enquiryFollowups
.filter((row) => !isBefore(row.followupDate, from) && !isAfter(row.followupDate, to))
.flatMap<CrmDashboardFollowupRow>((row) => {
const enquiry = enquiryMap.get(row.enquiryId);
if (!enquiry) {
return [];
}
return [
{
id: row.id,
sourceType: 'enquiry',
followupDate: row.followupDate.toISOString(),
customerName: customerMap.get(enquiry.customerId) ?? 'Unknown customer',
opportunityName: enquiry.projectName ?? enquiry.title,
assignedSalesName: enquiry.assignedToUserId
? (salesMap.get(enquiry.assignedToUserId) ?? null)
: null,
outcome: row.outcome
}
];
});
const quotationRows = quotationFollowups
.filter((row) => !isBefore(row.followupDate, from) && !isAfter(row.followupDate, to))
.flatMap<CrmDashboardFollowupRow>((row) => {
const quotation = quotationMap.get(row.quotationId);
if (!quotation) {
return [];
}
return [
{
id: row.id,
sourceType: 'quotation',
followupDate: row.followupDate.toISOString(),
customerName: customerMap.get(quotation.customerId) ?? 'Unknown customer',
opportunityName: quotation.projectName ?? quotation.code,
assignedSalesName: quotation.salesmanId
? (salesMap.get(quotation.salesmanId) ?? null)
: null,
outcome: row.outcome
}
];
});
const rows: CrmDashboardFollowupRow[] = [...enquiryRows, ...quotationRows];
return {
summary: {
dueToday: rows.filter((row) => isSameDay(new Date(row.followupDate), now)).length,
dueThisWeek: rows.filter((row) => {
const date = new Date(row.followupDate);
return !isBefore(date, weekStart) && !isAfter(date, weekEnd);
}).length,
overdue: rows.filter((row) => isBefore(new Date(row.followupDate), startOfDay(now)) && !row.outcome).length,
completed: rows.filter((row) => !!row.outcome).length
},
upcoming: rows
.filter((row) => !isBefore(new Date(row.followupDate), startOfDay(now)))
.sort((a, b) => new Date(a.followupDate).getTime() - new Date(b.followupDate).getTime())
.slice(0, 10)
};
}
async function buildApprovalAnalytics(
context: DashboardContext
): Promise<{ summary: CrmDashboardApprovalSummary; myPendingApprovals: CrmDashboardApprovalRow[] }> {
const pending = await listApprovalRequests(context.organizationId, {
page: 1,
limit: 50,
status: 'pending'
});
const todayStart = startOfDay(new Date());
const todayEnd = endOfDay(new Date());
const rows = await db
.select()
.from(crmApprovalRequests)
.where(and(eq(crmApprovalRequests.organizationId, context.organizationId), isNull(crmApprovalRequests.deletedAt)))
.orderBy(desc(crmApprovalRequests.updatedAt));
const approvedRows = rows.filter(
(row) => row.status === 'approved' && row.completedAt && !isBefore(row.completedAt, todayStart) && !isAfter(row.completedAt, todayEnd)
);
const rejectedRows = rows.filter(
(row) => row.status === 'rejected' && row.completedAt && !isBefore(row.completedAt, todayStart) && !isAfter(row.completedAt, todayEnd)
);
const returnedRows = rows.filter(
(row) => row.status === 'returned' && row.completedAt && !isBefore(row.completedAt, todayStart) && !isAfter(row.completedAt, todayEnd)
);
const approvedDurations = approvedRows.map((row) => (row.completedAt!.getTime() - row.requestedAt.getTime()) / (1000 * 60 * 60));
return {
summary: {
pendingApprovals: pending.totalItems,
approvedToday: approvedRows.length,
rejectedToday: rejectedRows.length,
returnedToday: returnedRows.length,
averageApprovalTimeHours: average(approvedDurations)
},
myPendingApprovals: pending.items
.filter((item) => item.currentStepRoleCode === context.businessRole || context.membershipRole === 'admin')
.slice(0, 10)
.map((item) => ({
id: item.id,
entityCode: item.entityCode,
entityTitle: item.entityTitle,
workflowName: item.workflowName,
currentStepRoleName: item.currentStepRoleName,
requestedAt: item.requestedAt
}))
};
}
async function buildHotProjects(
organizationId: string,
filters: NormalizedFilters,
statusMaps: StatusMaps
): Promise<CrmDashboardHotProjectRow[]> {
const rows = await db
.select()
.from(crmEnquiries)
.where(and(eq(crmEnquiries.organizationId, organizationId), isNull(crmEnquiries.deletedAt), eq(crmEnquiries.isHotProject, true)))
.orderBy(desc(crmEnquiries.updatedAt));
const scoped = rows
.filter((row) => matchesEnquiryFilters(row, filters))
.filter((row) => isOpportunityStatus(statusMaps.enquiryStatusById.get(row.status), row))
.slice(0, 10);
const customerIds = [...new Set(scoped.map((row) => row.customerId))];
const salesIds = [...new Set(scoped.map((row) => row.assignedToUserId).filter(Boolean))] as string[];
const [customers, salesUsers] = await Promise.all([
customerIds.length ? db.select().from(crmCustomers).where(inArray(crmCustomers.id, customerIds)) : [],
salesIds.length ? db.select({ id: users.id, name: users.name }).from(users).where(inArray(users.id, salesIds)) : []
]);
const customerMap = new Map(customers.map((row) => [row.id, row.name]));
const salesMap = new Map(salesUsers.map((row) => [row.id, row.name]));
return scoped.map((row) => ({
enquiryId: row.id,
enquiryCode: row.code,
projectName: row.projectName ?? row.title,
customerName: customerMap.get(row.customerId) ?? 'Unknown customer',
value: row.estimatedValue ?? 0,
assignedSalesName: row.assignedToUserId ? (salesMap.get(row.assignedToUserId) ?? null) : null,
probability: row.chancePercent
}));
}
export async function getCrmDashboardData(
context: DashboardContext,
rawFilters: CrmDashboardFilters
): Promise<CrmDashboardResponse> {
const filters = normalizeDashboardFilters(rawFilters);
const [referenceData, statusMaps, scoped] = await Promise.all([
getReferenceData(context.organizationId),
getStatusMaps(context.organizationId),
loadScopedRows(context.organizationId, filters)
]);
const summary = buildSummary(scoped.enquiries, scoped.quotations, statusMaps);
const [revenueAnalytics, salesRanking, followups, approvals, hotProjects] = await Promise.all([
buildRevenueAnalytics(context.organizationId, filters),
buildSalesRanking(scoped.enquiries, scoped.quotations, statusMaps),
buildFollowups(context.organizationId, filters),
buildApprovalAnalytics(context),
buildHotProjects(context.organizationId, filters, statusMaps)
]);
return {
success: true,
time: new Date().toISOString(),
message: 'CRM dashboard loaded successfully',
filters,
referenceData,
summary,
funnel: buildFunnel(summary, scoped.quotations, statusMaps),
revenueAnalytics,
salesRanking,
followups,
approvals,
hotProjects
};
}

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src/features/foundation/approval/components/approval-workflow-settings.tsx Normal file
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'use client';
import * as React from 'react';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Icons } from '@/components/icons';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { Switch } from '@/components/ui/switch';
import {
createApprovalWorkflowMutation,
deleteApprovalWorkflowMutation,
replaceApprovalWorkflowStepsMutation,
updateApprovalWorkflowMutation
} from '../mutations';
import {
approvalWorkflowByIdOptions,
approvalWorkflowsQueryOptions
} from '../queries';
import type {
ApprovalStepMutationPayload,
ApprovalWorkflowDetail,
ApprovalWorkflowMutationPayload
} from '../types';
type WorkflowState = {
code: string;
name: string;
entityType: string;
isActive: boolean;
};
type StepState = {
stepNumber: string;
roleCode: string;
roleName: string;
isRequired: boolean;
};
function toWorkflowState(workflow?: ApprovalWorkflowDetail): WorkflowState {
return {
code: workflow?.code ?? '',
name: workflow?.name ?? '',
entityType: workflow?.entityType ?? 'quotation',
isActive: workflow?.isActive ?? true
};
}
function toStepState(workflow?: ApprovalWorkflowDetail): StepState[] {
return (
workflow?.steps.map((step) => ({
stepNumber: String(step.stepNumber),
roleCode: step.roleCode,
roleName: step.roleName,
isRequired: step.isRequired
})) ?? [{ stepNumber: '1', roleCode: 'sales_manager', roleName: 'Sales Manager', isRequired: true }]
);
}
function WorkflowDialog({
open,
onOpenChange,
workflow
}: {
open: boolean;
onOpenChange: (open: boolean) => void;
workflow?: ApprovalWorkflowDetail;
}) {
const [state, setState] = React.useState<WorkflowState>(toWorkflowState(workflow));
const createMutation = useMutation({
...createApprovalWorkflowMutation,
onSuccess: () => {
toast.success('Workflow created');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Create failed')
});
const updateMutation = useMutation({
...updateApprovalWorkflowMutation,
onSuccess: () => {
toast.success('Workflow updated');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
});
React.useEffect(() => {
if (open) {
setState(toWorkflowState(workflow));
}
}, [open, workflow]);
async function onSubmit(event: React.FormEvent) {
event.preventDefault();
const payload: ApprovalWorkflowMutationPayload = {
code: state.code,
name: state.name,
entityType: state.entityType,
isActive: state.isActive
};
if (workflow) {
await updateMutation.mutateAsync({ id: workflow.id, values: payload });
return;
}
await createMutation.mutateAsync(payload);
}
const isPending = createMutation.isPending || updateMutation.isPending;
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>{workflow ? 'Edit Workflow' : 'Create Workflow'}</DialogTitle>
<DialogDescription>Sequential workflow only. No parallel or conditional logic is introduced here.</DialogDescription>
</DialogHeader>
<form onSubmit={onSubmit} className='grid gap-4'>
<Input placeholder='Workflow code' value={state.code} onChange={(e) => setState((current) => ({ ...current, code: e.target.value }))} />
<Input placeholder='Workflow name' value={state.name} onChange={(e) => setState((current) => ({ ...current, name: e.target.value }))} />
<Input placeholder='Entity type' value={state.entityType} onChange={(e) => setState((current) => ({ ...current, entityType: e.target.value }))} />
<div className='flex items-center justify-between rounded-lg border px-4 py-3'>
<div>
<div className='font-medium'>Active</div>
<div className='text-muted-foreground text-sm'>Inactive workflows stay available in audit history only.</div>
</div>
<Switch checked={state.isActive} onCheckedChange={(checked) => setState((current) => ({ ...current, isActive: checked }))} />
</div>
<DialogFooter>
<Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type='submit' isLoading={isPending}>
{workflow ? 'Save Workflow' : 'Create Workflow'}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
);
}
function StepsDialog({
workflow,
open,
onOpenChange
}: {
workflow: ApprovalWorkflowDetail;
open: boolean;
onOpenChange: (open: boolean) => void;
}) {
const [steps, setSteps] = React.useState<StepState[]>(toStepState(workflow));
const replaceMutation = useMutation({
...replaceApprovalWorkflowStepsMutation,
onSuccess: () => {
toast.success('Workflow steps updated');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
});
React.useEffect(() => {
if (open) {
setSteps(toStepState(workflow));
}
}, [open, workflow]);
function updateStep(index: number, field: keyof StepState, value: string | boolean) {
setSteps((current) =>
current.map((step, stepIndex) =>
stepIndex === index ? { ...step, [field]: value } : step
)
);
}
async function onSubmit(event: React.FormEvent) {
event.preventDefault();
const payload: ApprovalStepMutationPayload[] = steps.map((step, index) => ({
stepNumber: Number(step.stepNumber || index + 1),
roleCode: step.roleCode,
roleName: step.roleName,
isRequired: step.isRequired
}));
await replaceMutation.mutateAsync({ workflowId: workflow.id, steps: payload });
}
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className='sm:max-w-4xl'>
<DialogHeader>
<DialogTitle>Manage Steps</DialogTitle>
<DialogDescription>Each step resolves to a CRM business role and runs strictly in order.</DialogDescription>
</DialogHeader>
<form onSubmit={onSubmit} className='space-y-4'>
{steps.map((step, index) => (
<div key={`${index}-${step.roleCode}`} className='grid gap-3 rounded-lg border p-4 md:grid-cols-4'>
<Input placeholder='Step no.' value={step.stepNumber} onChange={(e) => updateStep(index, 'stepNumber', e.target.value)} />
<Input placeholder='Role code' value={step.roleCode} onChange={(e) => updateStep(index, 'roleCode', e.target.value)} />
<Input placeholder='Role name' value={step.roleName} onChange={(e) => updateStep(index, 'roleName', e.target.value)} />
<div className='flex items-center justify-between rounded-lg border px-3 py-2'>
<span className='text-sm font-medium'>Required</span>
<Switch checked={step.isRequired} onCheckedChange={(checked) => updateStep(index, 'isRequired', checked)} />
</div>
</div>
))}
<Button
type='button'
variant='outline'
onClick={() =>
setSteps((current) => [
...current,
{
stepNumber: String(current.length + 1),
roleCode: '',
roleName: '',
isRequired: true
}
])
}
>
<Icons.add className='mr-2 h-4 w-4' />
Add Step
</Button>
<DialogFooter>
<Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type='submit' isLoading={replaceMutation.isPending}>
Save Steps
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
);
}
function WorkflowDetailActions({ workflowId }: { workflowId: string }) {
const { data } = useSuspenseQuery(approvalWorkflowByIdOptions(workflowId));
const workflow = data.workflow;
const [workflowDialogOpen, setWorkflowDialogOpen] = React.useState(false);
const [stepsDialogOpen, setStepsDialogOpen] = React.useState(false);
const deleteMutation = useMutation({
...deleteApprovalWorkflowMutation,
onSuccess: () => toast.success('Workflow deleted'),
onError: (error) => toast.error(error instanceof Error ? error.message : 'Delete failed')
});
return (
<>
<div className='flex gap-2'>
<Button variant='outline' onClick={() => setWorkflowDialogOpen(true)}>
Edit Workflow
</Button>
<Button variant='outline' onClick={() => setStepsDialogOpen(true)}>
Manage Steps
</Button>
<Button variant='outline' onClick={() => deleteMutation.mutate(workflow.id)} isLoading={deleteMutation.isPending}>
Delete
</Button>
</div>
<div className='mt-3 grid gap-3 md:grid-cols-2 xl:grid-cols-4'>
{workflow.steps.map((step) => (
<div key={step.id} className='rounded-lg border p-4'>
<div className='font-medium'>Step {step.stepNumber}</div>
<div className='text-muted-foreground mt-1 text-sm'>{step.roleName}</div>
<div className='mt-2 flex gap-2'>
<Badge variant='outline'>{step.roleCode}</Badge>
<Badge variant={step.isRequired ? 'secondary' : 'outline'}>
{step.isRequired ? 'Required' : 'Optional'}
</Badge>
</div>
</div>
))}
</div>
<WorkflowDialog open={workflowDialogOpen} onOpenChange={setWorkflowDialogOpen} workflow={workflow} />
<StepsDialog open={stepsDialogOpen} onOpenChange={setStepsDialogOpen} workflow={workflow} />
</>
);
}
export function ApprovalWorkflowSettings() {
const { data } = useSuspenseQuery(approvalWorkflowsQueryOptions());
const [createOpen, setCreateOpen] = React.useState(false);
return (
<div className='space-y-6'>
<div className='flex items-center justify-between gap-4 rounded-lg border p-4'>
<div>
<div className='font-medium'>Approval Workflow Admin</div>
<div className='text-muted-foreground text-sm'>Configure sequential CRM approval workflows and business-role steps.</div>
</div>
<Button onClick={() => setCreateOpen(true)}>
<Icons.add className='mr-2 h-4 w-4' />
Create Workflow
</Button>
</div>
{data.items.length === 0 ? (
<div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center text-sm'>
No approval workflows configured.
</div>
) : (
data.items.map((workflow) => (
<div key={workflow.id} className='rounded-xl border p-5'>
<div className='flex flex-wrap items-start justify-between gap-4'>
<div>
<div className='text-xl font-semibold'>{workflow.name}</div>
<div className='text-muted-foreground text-sm'>
{workflow.code} • {workflow.entityType}
</div>
</div>
<div className='flex gap-2'>
<Badge variant={workflow.isActive ? 'secondary' : 'outline'}>
{workflow.isActive ? 'Active' : 'Inactive'}
</Badge>
<Badge variant='outline'>{workflow.stepCount} steps</Badge>
</div>
</div>
<React.Suspense fallback={<div className='text-muted-foreground mt-4 text-sm'>Loading workflow detail...</div>}>
<WorkflowDetailActions workflowId={workflow.id} />
</React.Suspense>
</div>
))
)}
<WorkflowDialog open={createOpen} onOpenChange={setCreateOpen} />
</div>
);
}

79
src/features/foundation/approval/mutations.ts
View File

@@ -4,14 +4,23 @@ import { getQueryClient } from '@/lib/query-client';
import {
approveApproval,
cancelApproval,
createApprovalWorkflow,
deleteApprovalWorkflow,
rejectApproval,
replaceApprovalWorkflowSteps,
returnApproval,
submitApproval,
submitQuotationForApproval
submitQuotationForApproval,
updateApprovalWorkflow
} from './service';
import { approvalKeys } from './queries';
import { approvalKeys, approvalWorkflowKeys } from './queries';
import { quotationKeys } from '@/features/crm/quotations/api/queries';
import type { ApprovalActionPayload, SubmitApprovalPayload } from './types';
import type {
ApprovalActionPayload,
ApprovalStepMutationPayload,
ApprovalWorkflowMutationPayload,
SubmitApprovalPayload
} from './types';
async function invalidateApprovalLists() {
await getQueryClient().invalidateQueries({ queryKey: approvalKeys.lists() });
@@ -21,6 +30,14 @@ async function invalidateApprovalDetail(id: string) {
await getQueryClient().invalidateQueries({ queryKey: approvalKeys.detail(id) });
}
async function invalidateApprovalWorkflows() {
await getQueryClient().invalidateQueries({ queryKey: approvalWorkflowKeys.lists() });
}
async function invalidateApprovalWorkflowDetail(id: string) {
await getQueryClient().invalidateQueries({ queryKey: approvalWorkflowKeys.detail(id) });
}
async function invalidateQuotationQueries(quotationId: string) {
const queryClient = getQueryClient();
await Promise.all([
@@ -114,3 +131,59 @@ export const returnApprovalMutation = mutationOptions({
}
}
});
export const createApprovalWorkflowMutation = mutationOptions({
mutationFn: (data: ApprovalWorkflowMutationPayload) => createApprovalWorkflow(data),
onSettled: async (_data, error) => {
if (!error) {
await invalidateApprovalWorkflows();
}
}
});
export const updateApprovalWorkflowMutation = mutationOptions({
mutationFn: ({
id,
values
}: {
id: string;
values: Partial<ApprovalWorkflowMutationPayload>;
}) => updateApprovalWorkflow(id, values),
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([
invalidateApprovalWorkflows(),
invalidateApprovalWorkflowDetail(variables.id)
]);
}
}
});
export const deleteApprovalWorkflowMutation = mutationOptions({
mutationFn: (id: string) => deleteApprovalWorkflow(id),
onSettled: async (_data, error, id) => {
if (!error) {
const queryClient = getQueryClient();
await invalidateApprovalWorkflows();
queryClient.removeQueries({ queryKey: approvalWorkflowKeys.detail(id) });
}
}
});
export const replaceApprovalWorkflowStepsMutation = mutationOptions({
mutationFn: ({
workflowId,
steps
}: {
workflowId: string;
steps: ApprovalStepMutationPayload[];
}) => replaceApprovalWorkflowSteps(workflowId, steps),
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([
invalidateApprovalWorkflows(),
invalidateApprovalWorkflowDetail(variables.workflowId)
]);
}
}
});

27
src/features/foundation/approval/queries.ts
View File

@@ -1,5 +1,10 @@
import { queryOptions } from '@tanstack/react-query';
import { getApprovalById, getApprovals } from './service';
import {
getApprovalById,
getApprovalWorkflowById,
getApprovalWorkflows,
getApprovals
} from './service';
import type { ApprovalFilters } from './types';
export const approvalKeys = {
@@ -10,6 +15,14 @@ export const approvalKeys = {
detail: (id: string) => [...approvalKeys.details(), id] as const
};
export const approvalWorkflowKeys = {
all: ['crm-approval-workflows'] as const,
lists: () => [...approvalWorkflowKeys.all, 'list'] as const,
list: () => [...approvalWorkflowKeys.lists(), 'all'] as const,
details: () => [...approvalWorkflowKeys.all, 'detail'] as const,
detail: (id: string) => [...approvalWorkflowKeys.details(), id] as const
};
export const approvalsQueryOptions = (filters: ApprovalFilters) =>
queryOptions({
queryKey: approvalKeys.list(filters),
@@ -21,3 +34,15 @@ export const approvalByIdOptions = (id: string) =>
queryKey: approvalKeys.detail(id),
queryFn: () => getApprovalById(id)
});
export const approvalWorkflowsQueryOptions = () =>
queryOptions({
queryKey: approvalWorkflowKeys.list(),
queryFn: () => getApprovalWorkflows()
});
export const approvalWorkflowByIdOptions = (id: string) =>
queryOptions({
queryKey: approvalWorkflowKeys.detail(id),
queryFn: () => getApprovalWorkflowById(id)
});

242
src/features/foundation/approval/server/service.ts
View File

@@ -19,9 +19,13 @@ import type {
ApprovalDetailRecord,
ApprovalFilters,
ApprovalListItem,
ApprovalStepMutationPayload,
ApprovalRequestRecord,
ApprovalStepRecord,
ApprovalTimelineItem,
ApprovalWorkflowDetail,
ApprovalWorkflowListItem,
ApprovalWorkflowMutationPayload,
ApprovalWorkflowRecord,
SubmitApprovalPayload
} from '../types';
@@ -170,6 +174,46 @@ async function assertWorkflowByCode(organizationId: string, code: string, entity
return workflow;
}
async function assertWorkflowById(id: string, organizationId: string) {
const [workflow] = await db
.select()
.from(crmApprovalWorkflows)
.where(
and(
eq(crmApprovalWorkflows.id, id),
eq(crmApprovalWorkflows.organizationId, organizationId),
isNull(crmApprovalWorkflows.deletedAt)
)
)
.limit(1);
if (!workflow) {
throw new AuthError('Approval workflow not found', 404);
}
return workflow;
}
async function assertWorkflowStep(id: string, organizationId: string) {
const [step] = await db
.select()
.from(crmApprovalSteps)
.where(
and(
eq(crmApprovalSteps.id, id),
eq(crmApprovalSteps.organizationId, organizationId),
isNull(crmApprovalSteps.deletedAt)
)
)
.limit(1);
if (!step) {
throw new AuthError('Approval workflow step not found', 404);
}
return step;
}
async function assertApprovalRequest(id: string, organizationId: string) {
const [request] = await db
.select()
@@ -209,6 +253,204 @@ async function listWorkflowSteps(
return rows.map(mapStepRecord);
}
export async function listApprovalWorkflows(
organizationId: string
): Promise<ApprovalWorkflowListItem[]> {
const [workflows, steps] = await Promise.all([
db
.select()
.from(crmApprovalWorkflows)
.where(
and(
eq(crmApprovalWorkflows.organizationId, organizationId),
isNull(crmApprovalWorkflows.deletedAt)
)
)
.orderBy(asc(crmApprovalWorkflows.entityType), asc(crmApprovalWorkflows.code)),
db
.select()
.from(crmApprovalSteps)
.where(
and(eq(crmApprovalSteps.organizationId, organizationId), isNull(crmApprovalSteps.deletedAt))
)
]);
return workflows.map((workflow) => ({
...mapWorkflowRecord(workflow),
stepCount: steps.filter((step) => step.workflowId === workflow.id).length
}));
}
export async function getApprovalWorkflow(
id: string,
organizationId: string
): Promise<ApprovalWorkflowDetail> {
const workflow = await assertWorkflowById(id, organizationId);
const steps = await listWorkflowSteps(id, organizationId);
return {
...mapWorkflowRecord(workflow),
steps
};
}
export async function createApprovalWorkflow(
organizationId: string,
payload: ApprovalWorkflowMutationPayload
): Promise<ApprovalWorkflowRecord> {
const [created] = await db
.insert(crmApprovalWorkflows)
.values({
id: crypto.randomUUID(),
organizationId,
code: payload.code.trim(),
name: payload.name.trim(),
entityType: payload.entityType.trim(),
isActive: payload.isActive ?? true
})
.returning();
return mapWorkflowRecord(created);
}
export async function updateApprovalWorkflow(
id: string,
organizationId: string,
payload: Partial<ApprovalWorkflowMutationPayload>
): Promise<ApprovalWorkflowRecord> {
const current = await assertWorkflowById(id, organizationId);
const [updated] = await db
.update(crmApprovalWorkflows)
.set({
code: payload.code?.trim() ?? current.code,
name: payload.name?.trim() ?? current.name,
entityType: payload.entityType?.trim() ?? current.entityType,
isActive: payload.isActive ?? current.isActive,
updatedAt: new Date()
})
.where(eq(crmApprovalWorkflows.id, id))
.returning();
return mapWorkflowRecord(updated);
}
export async function softDeleteApprovalWorkflow(id: string, organizationId: string) {
const current = await assertWorkflowById(id, organizationId);
const [updated] = await db
.update(crmApprovalWorkflows)
.set({
deletedAt: new Date(),
updatedAt: new Date()
})
.where(eq(crmApprovalWorkflows.id, id))
.returning();
return {
before: current,
after: updated
};
}
export async function createApprovalStep(
workflowId: string,
organizationId: string,
payload: ApprovalStepMutationPayload
): Promise<ApprovalStepRecord> {
await assertWorkflowById(workflowId, organizationId);
const [created] = await db
.insert(crmApprovalSteps)
.values({
id: crypto.randomUUID(),
organizationId,
workflowId,
stepNumber: payload.stepNumber,
roleCode: payload.roleCode.trim(),
roleName: payload.roleName.trim(),
isRequired: payload.isRequired ?? true
})
.returning();
return mapStepRecord(created);
}
export async function updateApprovalStep(
id: string,
organizationId: string,
payload: Partial<ApprovalStepMutationPayload>
): Promise<ApprovalStepRecord> {
const current = await assertWorkflowStep(id, organizationId);
const [updated] = await db
.update(crmApprovalSteps)
.set({
stepNumber: payload.stepNumber ?? current.stepNumber,
roleCode: payload.roleCode?.trim() ?? current.roleCode,
roleName: payload.roleName?.trim() ?? current.roleName,
isRequired: payload.isRequired ?? current.isRequired,
updatedAt: new Date()
})
.where(eq(crmApprovalSteps.id, id))
.returning();
return mapStepRecord(updated);
}
export async function deleteApprovalStep(id: string, organizationId: string) {
const current = await assertWorkflowStep(id, organizationId);
const [updated] = await db
.update(crmApprovalSteps)
.set({
deletedAt: new Date(),
updatedAt: new Date()
})
.where(eq(crmApprovalSteps.id, id))
.returning();
return {
before: current,
after: updated
};
}
export async function replaceApprovalWorkflowSteps(
workflowId: string,
organizationId: string,
steps: ApprovalStepMutationPayload[]
): Promise<ApprovalStepRecord[]> {
await assertWorkflowById(workflowId, organizationId);
const existingSteps = await listWorkflowSteps(workflowId, organizationId);
if (existingSteps.length) {
await db
.update(crmApprovalSteps)
.set({
deletedAt: new Date(),
updatedAt: new Date()
})
.where(eq(crmApprovalSteps.workflowId, workflowId));
}
if (!steps.length) {
return [];
}
const created = await db
.insert(crmApprovalSteps)
.values(
steps.map((step, index) => ({
id: crypto.randomUUID(),
organizationId,
workflowId,
stepNumber: step.stepNumber ?? index + 1,
roleCode: step.roleCode.trim(),
roleName: step.roleName.trim(),
isRequired: step.isRequired ?? true
}))
)
.returning();
return created.map(mapStepRecord);
}
async function assertActivePendingRequestForEntity(
organizationId: string,
entityType: string,

47
src/features/foundation/approval/service.ts
View File

@@ -4,6 +4,10 @@ import type {
ApprovalDetailResponse,
ApprovalFilters,
ApprovalListResponse,
ApprovalStepMutationPayload,
ApprovalWorkflowDetailResponse,
ApprovalWorkflowListResponse,
ApprovalWorkflowMutationPayload,
MutationSuccessResponse,
SubmitApprovalPayload
} from './types';
@@ -67,3 +71,46 @@ export async function submitQuotationForApproval(id: string, remark?: string) {
body: JSON.stringify({ remark })
});
}
const SETTINGS_BASE = '/crm/settings/approval-workflows';
export async function getApprovalWorkflows() {
return apiClient<ApprovalWorkflowListResponse>(SETTINGS_BASE);
}
export async function getApprovalWorkflowById(id: string) {
return apiClient<ApprovalWorkflowDetailResponse>(`${SETTINGS_BASE}/${id}`);
}
export async function createApprovalWorkflow(data: ApprovalWorkflowMutationPayload) {
return apiClient<MutationSuccessResponse>(SETTINGS_BASE, {
method: 'POST',
body: JSON.stringify(data)
});
}
export async function updateApprovalWorkflow(
id: string,
data: Partial<ApprovalWorkflowMutationPayload>
) {
return apiClient<MutationSuccessResponse>(`${SETTINGS_BASE}/${id}`, {
method: 'PATCH',
body: JSON.stringify(data)
});
}
export async function deleteApprovalWorkflow(id: string) {
return apiClient<MutationSuccessResponse>(`${SETTINGS_BASE}/${id}`, {
method: 'DELETE'
});
}
export async function replaceApprovalWorkflowSteps(
workflowId: string,
data: ApprovalStepMutationPayload[]
) {
return apiClient<MutationSuccessResponse>(`${SETTINGS_BASE}/${workflowId}/steps`, {
method: 'PUT',
body: JSON.stringify({ steps: data })
});
}

36
src/features/foundation/approval/types.ts
View File

@@ -23,6 +23,14 @@ export interface ApprovalStepRecord {
deletedAt: string | null;
}
export interface ApprovalWorkflowListItem extends ApprovalWorkflowRecord {
stepCount: number;
}
export interface ApprovalWorkflowDetail extends ApprovalWorkflowRecord {
steps: ApprovalStepRecord[];
}
export interface ApprovalRequestRecord {
id: string;
organizationId: string;
@@ -98,6 +106,20 @@ export interface ApprovalActionPayload {
remark?: string;
}
export interface ApprovalWorkflowMutationPayload {
code: string;
name: string;
entityType: string;
isActive?: boolean;
}
export interface ApprovalStepMutationPayload {
stepNumber: number;
roleCode: string;
roleName: string;
isRequired?: boolean;
}
export interface ApprovalListResponse {
success: boolean;
time: string;
@@ -115,6 +137,20 @@ export interface ApprovalDetailResponse {
approval: ApprovalDetailRecord;
}
export interface ApprovalWorkflowListResponse {
success: boolean;
time: string;
message: string;
items: ApprovalWorkflowListItem[];
}
export interface ApprovalWorkflowDetailResponse {
success: boolean;
time: string;
message: string;
workflow: ApprovalWorkflowDetail;
}
export interface MutationSuccessResponse {
success: boolean;
message: string;

53
src/features/foundation/document-sequence/client-service.ts Normal file
View File

@@ -0,0 +1,53 @@
import { apiClient } from '@/lib/api-client';
import type {
DocumentSequenceDetailResponse,
DocumentSequenceListResponse,
DocumentSequenceMutationPayload,
DocumentSequencePreviewResponse,
DocumentSequenceResetPayload,
MutationSuccessResponse
} from './types';
const BASE_PATH = '/crm/settings/document-sequences';
export async function getDocumentSequences() {
return apiClient<DocumentSequenceListResponse>(BASE_PATH);
}
export async function getDocumentSequenceById(id: string) {
return apiClient<DocumentSequenceDetailResponse>(`${BASE_PATH}/${id}`);
}
export async function createDocumentSequence(data: DocumentSequenceMutationPayload) {
return apiClient<MutationSuccessResponse>(BASE_PATH, {
method: 'POST',
body: JSON.stringify(data)
});
}
export async function updateDocumentSequence(
id: string,
data: Partial<DocumentSequenceMutationPayload>
) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/${id}`, {
method: 'PATCH',
body: JSON.stringify(data)
});
}
export async function deleteDocumentSequence(id: string) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/${id}`, {
method: 'DELETE'
});
}
export async function previewDocumentSequence(id: string) {
return apiClient<DocumentSequencePreviewResponse>(`${BASE_PATH}/${id}/preview`);
}
export async function resetDocumentSequence(id: string, data: DocumentSequenceResetPayload) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/${id}/reset`, {
method: 'POST',
body: JSON.stringify(data)
});
}

247
src/features/foundation/document-sequence/components/document-sequence-settings.tsx Normal file
View File

@@ -0,0 +1,247 @@
'use client';
import * as React from 'react';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Icons } from '@/components/icons';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { Switch } from '@/components/ui/switch';
import {
createDocumentSequenceMutation,
deleteDocumentSequenceMutation,
resetDocumentSequenceMutation,
updateDocumentSequenceMutation
} from '../mutations';
import { documentSequencesQueryOptions } from '../queries';
import type { DocumentSequenceListItem, DocumentSequenceMutationPayload } from '../types';
type SequenceState = {
documentType: string;
prefix: string;
period: string;
branchId: string;
currentNumber: string;
paddingLength: string;
isActive: boolean;
};
function toState(sequence?: DocumentSequenceListItem): SequenceState {
return {
documentType: sequence?.documentType ?? 'quotation',
prefix: sequence?.prefix ?? 'QT',
period: sequence?.period ?? '',
branchId: sequence?.branchId ?? '',
currentNumber: String(sequence?.currentNumber ?? 0),
paddingLength: String(sequence?.paddingLength ?? 3),
isActive: sequence?.isActive ?? true
};
}
function buildPayload(state: SequenceState): DocumentSequenceMutationPayload {
return {
documentType: state.documentType,
prefix: state.prefix,
period: state.period,
branchId: state.branchId || null,
currentNumber: Number(state.currentNumber || 0),
paddingLength: Number(state.paddingLength || 3),
isActive: state.isActive
};
}
function SequenceDialog({
open,
onOpenChange,
sequence
}: {
open: boolean;
onOpenChange: (open: boolean) => void;
sequence?: DocumentSequenceListItem;
}) {
const [state, setState] = React.useState<SequenceState>(toState(sequence));
const createMutation = useMutation({
...createDocumentSequenceMutation,
onSuccess: () => {
toast.success('Sequence created');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Create failed')
});
const updateMutation = useMutation({
...updateDocumentSequenceMutation,
onSuccess: () => {
toast.success('Sequence updated');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
});
React.useEffect(() => {
if (open) {
setState(toState(sequence));
}
}, [open, sequence]);
async function onSubmit(event: React.FormEvent) {
event.preventDefault();
const payload = buildPayload(state);
if (sequence) {
await updateMutation.mutateAsync({ id: sequence.id, values: payload });
return;
}
await createMutation.mutateAsync(payload);
}
const isPending = createMutation.isPending || updateMutation.isPending;
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent>
<DialogHeader>
<DialogTitle>{sequence ? 'Edit Sequence' : 'Create Sequence'}</DialogTitle>
<DialogDescription>Preview never increments the counter. Generation remains server-side only.</DialogDescription>
</DialogHeader>
<form onSubmit={onSubmit} className='grid gap-4'>
<Input placeholder='Document type' value={state.documentType} onChange={(e) => setState((current) => ({ ...current, documentType: e.target.value }))} />
<div className='grid gap-4 md:grid-cols-2'>
<Input placeholder='Prefix' value={state.prefix} onChange={(e) => setState((current) => ({ ...current, prefix: e.target.value }))} />
<Input placeholder='Period' value={state.period} onChange={(e) => setState((current) => ({ ...current, period: e.target.value }))} />
</div>
<div className='grid gap-4 md:grid-cols-3'>
<Input placeholder='Branch ID (optional)' value={state.branchId} onChange={(e) => setState((current) => ({ ...current, branchId: e.target.value }))} />
<Input placeholder='Current number' value={state.currentNumber} onChange={(e) => setState((current) => ({ ...current, currentNumber: e.target.value }))} />
<Input placeholder='Padding length' value={state.paddingLength} onChange={(e) => setState((current) => ({ ...current, paddingLength: e.target.value }))} />
</div>
<div className='flex items-center justify-between rounded-lg border px-4 py-3'>
<div>
<div className='font-medium'>Active</div>
<div className='text-muted-foreground text-sm'>Inactive sequences can stay preserved for legacy numbering.</div>
</div>
<Switch checked={state.isActive} onCheckedChange={(checked) => setState((current) => ({ ...current, isActive: checked }))} />
</div>
<DialogFooter>
<Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type='submit' isLoading={isPending}>
{sequence ? 'Save Sequence' : 'Create Sequence'}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
);
}
export function DocumentSequenceSettings() {
const { data } = useSuspenseQuery(documentSequencesQueryOptions());
const [dialogState, setDialogState] = React.useState<{ open: boolean; sequence?: DocumentSequenceListItem }>({
open: false
});
const resetMutation = useMutation({
...resetDocumentSequenceMutation,
onSuccess: () => toast.success('Sequence reset'),
onError: (error) => toast.error(error instanceof Error ? error.message : 'Reset failed')
});
const deleteMutation = useMutation({
...deleteDocumentSequenceMutation,
onSuccess: () => toast.success('Sequence deleted'),
onError: (error) => toast.error(error instanceof Error ? error.message : 'Delete failed')
});
return (
<div className='space-y-6'>
<div className='flex items-center justify-between gap-4 rounded-lg border p-4'>
<div>
<div className='font-medium'>Document Sequence Admin</div>
<div className='text-muted-foreground text-sm'>Maintain organization-scoped numbering strategy without rewriting historic document codes.</div>
</div>
<Button onClick={() => setDialogState({ open: true })}>
<Icons.add className='mr-2 h-4 w-4' />
Create Sequence
</Button>
</div>
{data.items.length === 0 ? (
<div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center text-sm'>
No document sequences configured yet.
</div>
) : (
data.items.map((sequence) => (
<div key={sequence.id} className='rounded-xl border p-5'>
<div className='flex flex-wrap items-start justify-between gap-4'>
<div>
<div className='text-xl font-semibold'>{sequence.documentType}</div>
<div className='text-muted-foreground text-sm'>
{sequence.prefix}{sequence.period} • branch {sequence.branchId || 'default'}
</div>
</div>
<div className='flex gap-2'>
<Badge variant={sequence.isActive ? 'secondary' : 'outline'}>
{sequence.isActive ? 'Active' : 'Inactive'}
</Badge>
<Badge variant='outline'>Next {sequence.nextPreview}</Badge>
</div>
</div>
<div className='mt-4 grid gap-4 md:grid-cols-4'>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Current Number</div>
<div className='mt-1 text-sm font-medium'>{sequence.currentNumber}</div>
</div>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Padding Length</div>
<div className='mt-1 text-sm font-medium'>{sequence.paddingLength}</div>
</div>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Updated At</div>
<div className='mt-1 text-sm font-medium'>{new Date(sequence.updatedAt).toLocaleString()}</div>
</div>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Preview</div>
<div className='mt-1 text-sm font-medium'>{sequence.nextPreview}</div>
</div>
</div>
<div className='mt-4 flex flex-wrap gap-2'>
<Button variant='outline' onClick={() => setDialogState({ open: true, sequence })}>
Edit Sequence
</Button>
<Button
variant='outline'
onClick={() =>
resetMutation.mutate({
id: sequence.id,
values: { currentNumber: 0 }
})
}
isLoading={resetMutation.isPending}
>
Reset Counter
</Button>
<Button variant='outline' onClick={() => deleteMutation.mutate(sequence.id)} isLoading={deleteMutation.isPending}>
Delete
</Button>
</div>
</div>
))
)}
<SequenceDialog
open={dialogState.open}
onOpenChange={(open) => setDialogState((current) => ({ ...current, open }))}
sequence={dialogState.sequence}
/>
</div>
);
}

68
src/features/foundation/document-sequence/mutations.ts Normal file
View File

@@ -0,0 +1,68 @@
import { mutationOptions } from '@tanstack/react-query';
import { getQueryClient } from '@/lib/query-client';
import {
createDocumentSequence,
deleteDocumentSequence,
resetDocumentSequence,
updateDocumentSequence
} from './client-service';
import { documentSequenceKeys } from './queries';
import type { DocumentSequenceMutationPayload, DocumentSequenceResetPayload } from './types';
async function invalidateDocumentSequences() {
await getQueryClient().invalidateQueries({ queryKey: documentSequenceKeys.lists() });
}
async function invalidateDocumentSequenceDetail(id: string) {
await Promise.all([
getQueryClient().invalidateQueries({ queryKey: documentSequenceKeys.detail(id) }),
getQueryClient().invalidateQueries({ queryKey: documentSequenceKeys.preview(id) })
]);
}
export const createDocumentSequenceMutation = mutationOptions({
mutationFn: (data: DocumentSequenceMutationPayload) => createDocumentSequence(data),
onSettled: async (_data, error) => {
if (!error) {
await invalidateDocumentSequences();
}
}
});
export const updateDocumentSequenceMutation = mutationOptions({
mutationFn: ({ id, values }: { id: string; values: Partial<DocumentSequenceMutationPayload> }) =>
updateDocumentSequence(id, values),
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([
invalidateDocumentSequences(),
invalidateDocumentSequenceDetail(variables.id)
]);
}
}
});
export const deleteDocumentSequenceMutation = mutationOptions({
mutationFn: (id: string) => deleteDocumentSequence(id),
onSettled: async (_data, error, id) => {
if (!error) {
const queryClient = getQueryClient();
await invalidateDocumentSequences();
queryClient.removeQueries({ queryKey: documentSequenceKeys.detail(id) });
queryClient.removeQueries({ queryKey: documentSequenceKeys.preview(id) });
}
}
});
export const resetDocumentSequenceMutation = mutationOptions({
mutationFn: ({ id, values }: { id: string; values: DocumentSequenceResetPayload }) =>
resetDocumentSequence(id, values),
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([
invalidateDocumentSequences(),
invalidateDocumentSequenceDetail(variables.id)
]);
}
}
});

34
src/features/foundation/document-sequence/queries.ts Normal file
View File

@@ -0,0 +1,34 @@
import { queryOptions } from '@tanstack/react-query';
import {
getDocumentSequenceById,
getDocumentSequences,
previewDocumentSequence
} from './client-service';
export const documentSequenceKeys = {
all: ['crm-document-sequences'] as const,
lists: () => [...documentSequenceKeys.all, 'list'] as const,
list: () => [...documentSequenceKeys.lists(), 'all'] as const,
details: () => [...documentSequenceKeys.all, 'detail'] as const,
detail: (id: string) => [...documentSequenceKeys.details(), id] as const,
previewRoot: () => [...documentSequenceKeys.all, 'preview'] as const,
preview: (id: string) => [...documentSequenceKeys.previewRoot(), id] as const
};
export const documentSequencesQueryOptions = () =>
queryOptions({
queryKey: documentSequenceKeys.list(),
queryFn: () => getDocumentSequences()
});
export const documentSequenceByIdOptions = (id: string) =>
queryOptions({
queryKey: documentSequenceKeys.detail(id),
queryFn: () => getDocumentSequenceById(id)
});
export const documentSequencePreviewOptions = (id: string) =>
queryOptions({
queryKey: documentSequenceKeys.preview(id),
queryFn: () => previewDocumentSequence(id)
});

168
src/features/foundation/document-sequence/service.ts
View File

@@ -1,8 +1,16 @@
import { and, eq, sql } from 'drizzle-orm';
import { and, asc, eq, sql } from 'drizzle-orm';
import { documentSequences } from '@/db/schema';
import { db } from '@/lib/db';
import { AuthError } from '@/lib/auth/session';
import { getCurrentOrganization } from '@/features/foundation/organization-context/service';
import type { DocumentSequenceInput, DocumentSequenceResult } from './types';
import type {
DocumentSequenceInput,
DocumentSequenceListItem,
DocumentSequenceMutationPayload,
DocumentSequenceRecord,
DocumentSequenceResetPayload,
DocumentSequenceResult
} from './types';
const DEFAULT_DOCUMENT_PREFIXES: Record<string, string> = {
customer: 'CUS',
@@ -28,6 +36,38 @@ function buildDocumentCode(
return `${prefix}${period}-${String(nextNumber).padStart(paddingLength, '0')}`;
}
function normalizeBranchId(branchId?: string | null) {
return branchId?.trim() || '';
}
function mapSequenceRecord(row: typeof documentSequences.$inferSelect): DocumentSequenceRecord {
return {
id: row.id,
organizationId: row.organizationId,
branchId: row.branchId || null,
documentType: row.documentType,
prefix: row.prefix,
period: row.period,
currentNumber: row.currentNumber,
paddingLength: row.paddingLength,
isActive: row.isActive,
createdAt: row.createdAt.toISOString(),
updatedAt: row.updatedAt.toISOString()
};
}
function mapSequenceListItem(row: typeof documentSequences.$inferSelect): DocumentSequenceListItem {
return {
...mapSequenceRecord(row),
nextPreview: buildDocumentCode(
row.prefix,
row.period,
row.currentNumber + 1,
row.paddingLength
)
};
}
async function resolveOrganizationId(organizationId?: string) {
if (organizationId) {
return organizationId;
@@ -42,6 +82,22 @@ async function resolveOrganizationId(organizationId?: string) {
return organization.id;
}
async function assertSequence(id: string, organizationId: string) {
const [sequence] = await db
.select()
.from(documentSequences)
.where(
and(eq(documentSequences.id, id), eq(documentSequences.organizationId, organizationId))
)
.limit(1);
if (!sequence) {
throw new AuthError('Document sequence not found', 404);
}
return sequence;
}
async function ensureSequence(
organizationId: string,
documentType: string,
@@ -95,12 +151,116 @@ function toSequenceResult(row: typeof documentSequences.$inferSelect): DocumentS
};
}
export async function listDocumentSequences(organizationId: string): Promise<DocumentSequenceListItem[]> {
const rows = await db
.select()
.from(documentSequences)
.where(eq(documentSequences.organizationId, organizationId))
.orderBy(
asc(documentSequences.documentType),
asc(documentSequences.period),
asc(documentSequences.branchId)
);
return rows.map(mapSequenceListItem);
}
export async function getDocumentSequence(id: string, organizationId: string): Promise<DocumentSequenceRecord> {
const row = await assertSequence(id, organizationId);
return mapSequenceRecord(row);
}
export async function createDocumentSequence(
organizationId: string,
payload: DocumentSequenceMutationPayload
): Promise<DocumentSequenceRecord> {
const branchId = normalizeBranchId(payload.branchId);
const [created] = await db
.insert(documentSequences)
.values({
id: crypto.randomUUID(),
organizationId,
branchId,
documentType: payload.documentType.trim(),
prefix: payload.prefix.trim(),
period: payload.period.trim(),
currentNumber: payload.currentNumber ?? 0,
paddingLength: payload.paddingLength,
isActive: payload.isActive ?? true,
updatedAt: new Date()
})
.returning();
return mapSequenceRecord(created);
}
export async function updateDocumentSequence(
id: string,
organizationId: string,
payload: Partial<DocumentSequenceMutationPayload>
): Promise<DocumentSequenceRecord> {
const current = await assertSequence(id, organizationId);
const [updated] = await db
.update(documentSequences)
.set({
documentType: payload.documentType?.trim() ?? current.documentType,
prefix: payload.prefix?.trim() ?? current.prefix,
period: payload.period?.trim() ?? current.period,
branchId:
payload.branchId === undefined ? current.branchId : normalizeBranchId(payload.branchId),
currentNumber: payload.currentNumber ?? current.currentNumber,
paddingLength: payload.paddingLength ?? current.paddingLength,
isActive: payload.isActive ?? current.isActive,
updatedAt: new Date()
})
.where(eq(documentSequences.id, id))
.returning();
return mapSequenceRecord(updated);
}
export async function resetDocumentSequence(
id: string,
organizationId: string,
payload: DocumentSequenceResetPayload
): Promise<DocumentSequenceRecord> {
await assertSequence(id, organizationId);
const [updated] = await db
.update(documentSequences)
.set({
currentNumber: payload.currentNumber,
updatedAt: new Date()
})
.where(eq(documentSequences.id, id))
.returning();
return mapSequenceRecord(updated);
}
export async function deleteDocumentSequence(id: string, organizationId: string): Promise<DocumentSequenceRecord> {
await assertSequence(id, organizationId);
const [deleted] = await db
.delete(documentSequences)
.where(eq(documentSequences.id, id))
.returning();
return mapSequenceRecord(deleted);
}
export async function previewDocumentSequenceById(
id: string,
organizationId: string
): Promise<DocumentSequenceResult> {
const sequence = await assertSequence(id, organizationId);
return toSequenceResult(sequence);
}
export async function previewNextDocumentCode(
input: DocumentSequenceInput
): Promise<DocumentSequenceResult> {
const organizationId = await resolveOrganizationId(input.organizationId);
const period = input.period ?? getCurrentPeriod();
const branchId = input.branchId ?? '';
const branchId = normalizeBranchId(input.branchId);
const sequence = await ensureSequence(organizationId, input.documentType, period, branchId);
return toSequenceResult(sequence);
@@ -111,7 +271,7 @@ export async function generateNextDocumentCode(
): Promise<DocumentSequenceResult> {
const organizationId = await resolveOrganizationId(input.organizationId);
const period = input.period ?? getCurrentPeriod();
const branchId = input.branchId ?? '';
const branchId = normalizeBranchId(input.branchId);
await ensureSequence(organizationId, input.documentType, period, branchId);

58
src/features/foundation/document-sequence/types.ts
View File

@@ -5,6 +5,20 @@ export interface DocumentSequenceInput {
period?: string;
}
export interface DocumentSequenceRecord {
id: string;
organizationId: string;
branchId: string | null;
documentType: string;
prefix: string;
period: string;
currentNumber: number;
paddingLength: number;
isActive: boolean;
createdAt: string;
updatedAt: string;
}
export interface DocumentSequenceResult {
code: string;
documentType: string;
@@ -14,3 +28,47 @@ export interface DocumentSequenceResult {
period: string;
prefix: string;
}
export interface DocumentSequenceListItem extends DocumentSequenceRecord {
nextPreview: string;
}
export interface DocumentSequenceListResponse {
success: boolean;
time: string;
message: string;
items: DocumentSequenceListItem[];
}
export interface DocumentSequenceDetailResponse {
success: boolean;
time: string;
message: string;
sequence: DocumentSequenceRecord;
}
export interface DocumentSequencePreviewResponse {
success: boolean;
time: string;
message: string;
preview: DocumentSequenceResult;
}
export interface DocumentSequenceMutationPayload {
documentType: string;
prefix: string;
period: string;
branchId?: string | null;
currentNumber?: number;
paddingLength: number;
isActive?: boolean;
}
export interface DocumentSequenceResetPayload {
currentNumber: number;
}
export interface MutationSuccessResponse {
success: boolean;
message: string;
}

792
src/features/foundation/document-template/components/template-settings.tsx
View File

@@ -1,28 +1,733 @@
'use client';
import { useSuspenseQuery } from '@tanstack/react-query';
import * as React from 'react';
import { useMutation, useSuspenseQuery } from '@tanstack/react-query';
import { toast } from 'sonner';
import { Icons } from '@/components/icons';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { documentTemplatesQueryOptions } from '../queries';
import { Button } from '@/components/ui/button';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle
} from '@/components/ui/dialog';
import { Input } from '@/components/ui/input';
import { Switch } from '@/components/ui/switch';
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
import { Textarea } from '@/components/ui/textarea';
import {
createDocumentTemplateMappingMutation,
createDocumentTemplateMutation,
createDocumentTemplateVersionMutation,
deleteDocumentTemplateMappingMutation,
updateDocumentTemplateMappingMutation,
updateDocumentTemplateMutation,
updateDocumentTemplateVersionMutation
} from '../mutations';
import { documentTemplateByIdOptions, documentTemplatesQueryOptions } from '../queries';
import type {
DocumentTemplateDetail,
DocumentTemplateMappingMutationPayload,
DocumentTemplateMutationPayload,
DocumentTemplateVersionDetail,
DocumentTemplateVersionMutationPayload
} from '../types';
type TemplateFormState = {
documentType: string;
productType: string;
fileType: string;
templateName: string;
description: string;
isDefault: boolean;
isActive: boolean;
};
type VersionFormState = {
version: string;
filePath: string;
schemaJson: string;
previewImageUrl: string;
isActive: boolean;
};
type MappingColumnState = {
columnName: string;
sourceField: string;
columnLetter: string;
sortOrder: string;
formatMask: string;
};
type MappingFormState = {
placeholderKey: string;
sourcePath: string;
dataType: 'scalar' | 'multiline' | 'table' | 'image';
sheetName: string;
defaultValue: string;
formatMask: string;
sortOrder: string;
columns: MappingColumnState[];
};
function toTemplateState(template?: DocumentTemplateDetail): TemplateFormState {
return {
documentType: template?.documentType ?? 'quotation',
productType: template?.productType ?? 'default',
fileType: template?.fileType ?? 'pdfme',
templateName: template?.templateName ?? '',
description: template?.description ?? '',
isDefault: template?.isDefault ?? false,
isActive: template?.isActive ?? true
};
}
function toVersionState(version?: DocumentTemplateVersionDetail): VersionFormState {
return {
version: version?.version ?? '',
filePath: version?.filePath ?? '',
schemaJson: version ? JSON.stringify(version.schemaJson, null, 2) : '{}',
previewImageUrl: version?.previewImageUrl ?? '',
isActive: version?.isActive ?? true
};
}
function toMappingState(mapping?: DocumentTemplateVersionDetail['mappings'][number]): MappingFormState {
return {
placeholderKey: mapping?.placeholderKey ?? '',
sourcePath: mapping?.sourcePath ?? '',
dataType: mapping?.dataType ?? 'scalar',
sheetName: mapping?.sheetName ?? '',
defaultValue: mapping?.defaultValue ?? '',
formatMask: mapping?.formatMask ?? '',
sortOrder: String(mapping?.sortOrder ?? 0),
columns:
mapping?.columns.map((column) => ({
columnName: column.columnName,
sourceField: column.sourceField,
columnLetter: column.columnLetter ?? '',
sortOrder: String(column.sortOrder),
formatMask: column.formatMask ?? ''
})) ?? []
};
}
function buildTemplatePayload(state: TemplateFormState): DocumentTemplateMutationPayload {
return {
documentType: state.documentType,
productType: state.productType,
fileType: state.fileType,
templateName: state.templateName,
description: state.description || null,
isDefault: state.isDefault,
isActive: state.isActive
};
}
function buildVersionPayload(state: VersionFormState): DocumentTemplateVersionMutationPayload {
let schemaJson: unknown;
try {
schemaJson = JSON.parse(state.schemaJson);
} catch {
throw new Error('Schema JSON must be valid JSON');
}
return {
version: state.version,
filePath: state.filePath || null,
schemaJson,
previewImageUrl: state.previewImageUrl || null,
isActive: state.isActive
};
}
function buildMappingPayload(state: MappingFormState): DocumentTemplateMappingMutationPayload {
return {
placeholderKey: state.placeholderKey,
sourcePath: state.sourcePath,
dataType: state.dataType,
sheetName: state.sheetName || null,
defaultValue: state.defaultValue || null,
formatMask: state.formatMask || null,
sortOrder: Number(state.sortOrder || 0),
columns:
state.dataType === 'table'
? state.columns.map((column) => ({
columnName: column.columnName,
sourceField: column.sourceField,
columnLetter: column.columnLetter || null,
sortOrder: Number(column.sortOrder || 0),
formatMask: column.formatMask || null
}))
: []
};
}
function Field({
label,
children
}: {
label: string;
children: React.ReactNode;
}) {
return (
<div className='space-y-2'>
<div className='text-sm font-medium'>{label}</div>
{children}
</div>
);
}
function TemplateDialog({
open,
onOpenChange,
template
}: {
open: boolean;
onOpenChange: (open: boolean) => void;
template?: DocumentTemplateDetail;
}) {
const [state, setState] = React.useState<TemplateFormState>(toTemplateState(template));
const createMutation = useMutation({
...createDocumentTemplateMutation,
onSuccess: () => {
toast.success('Template created');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Create failed')
});
const updateMutation = useMutation({
...updateDocumentTemplateMutation,
onSuccess: () => {
toast.success('Template updated');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
});
React.useEffect(() => {
if (open) {
setState(toTemplateState(template));
}
}, [open, template]);
async function onSubmit(event: React.FormEvent) {
event.preventDefault();
const payload = buildTemplatePayload(state);
if (template) {
await updateMutation.mutateAsync({ id: template.id, values: payload });
return;
}
await createMutation.mutateAsync(payload);
}
const isPending = createMutation.isPending || updateMutation.isPending;
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className='sm:max-w-2xl'>
<DialogHeader>
<DialogTitle>{template ? 'Edit Template' : 'Create Template'}</DialogTitle>
<DialogDescription>Manage template metadata for CRM document generation.</DialogDescription>
</DialogHeader>
<form onSubmit={onSubmit} className='grid gap-4'>
<div className='grid gap-4 md:grid-cols-2'>
<Field label='Template Name'>
<Input value={state.templateName} onChange={(e) => setState((current) => ({ ...current, templateName: e.target.value }))} />
</Field>
<Field label='Document Type'>
<Input value={state.documentType} onChange={(e) => setState((current) => ({ ...current, documentType: e.target.value }))} />
</Field>
<Field label='Product Type'>
<Input value={state.productType} onChange={(e) => setState((current) => ({ ...current, productType: e.target.value }))} />
</Field>
<Field label='File Type'>
<Input value={state.fileType} onChange={(e) => setState((current) => ({ ...current, fileType: e.target.value }))} />
</Field>
</div>
<Field label='Description'>
<Textarea value={state.description} onChange={(e) => setState((current) => ({ ...current, description: e.target.value }))} />
</Field>
<div className='grid gap-4 md:grid-cols-2'>
<div className='flex items-center justify-between rounded-lg border px-4 py-3'>
<div>
<div className='font-medium'>Default Template</div>
<div className='text-muted-foreground text-sm'>Use this template as the default selection.</div>
</div>
<Switch checked={state.isDefault} onCheckedChange={(checked) => setState((current) => ({ ...current, isDefault: checked }))} />
</div>
<div className='flex items-center justify-between rounded-lg border px-4 py-3'>
<div>
<div className='font-medium'>Active</div>
<div className='text-muted-foreground text-sm'>Inactive templates stay visible for audit history.</div>
</div>
<Switch checked={state.isActive} onCheckedChange={(checked) => setState((current) => ({ ...current, isActive: checked }))} />
</div>
</div>
<DialogFooter>
<Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type='submit' isLoading={isPending}>
{template ? 'Save Changes' : 'Create Template'}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
);
}
function VersionDialog({
open,
onOpenChange,
templateId,
version
}: {
open: boolean;
onOpenChange: (open: boolean) => void;
templateId: string;
version?: DocumentTemplateVersionDetail;
}) {
const [state, setState] = React.useState<VersionFormState>(toVersionState(version));
const createMutation = useMutation({
...createDocumentTemplateVersionMutation,
onSuccess: () => {
toast.success('Version saved');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Save failed')
});
const updateMutation = useMutation({
...updateDocumentTemplateVersionMutation,
onSuccess: () => {
toast.success('Version updated');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
});
React.useEffect(() => {
if (open) {
setState(toVersionState(version));
}
}, [open, version]);
async function onSubmit(event: React.FormEvent) {
event.preventDefault();
const payload = buildVersionPayload(state);
if (version) {
await updateMutation.mutateAsync({ templateId, versionId: version.id, values: payload });
return;
}
await createMutation.mutateAsync({ id: templateId, values: payload });
}
const isPending = createMutation.isPending || updateMutation.isPending;
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className='sm:max-w-3xl'>
<DialogHeader>
<DialogTitle>{version ? 'Edit Version' : 'Create Version'}</DialogTitle>
<DialogDescription>Schema JSON is accepted as raw JSON in this admin release.</DialogDescription>
</DialogHeader>
<form onSubmit={onSubmit} className='grid gap-4'>
<div className='grid gap-4 md:grid-cols-2'>
<Field label='Version'>
<Input value={state.version} onChange={(e) => setState((current) => ({ ...current, version: e.target.value }))} />
</Field>
<Field label='File Path'>
<Input value={state.filePath} onChange={(e) => setState((current) => ({ ...current, filePath: e.target.value }))} />
</Field>
</div>
<Field label='Preview Image URL'>
<Input value={state.previewImageUrl} onChange={(e) => setState((current) => ({ ...current, previewImageUrl: e.target.value }))} />
</Field>
<Field label='Schema JSON'>
<Textarea className='min-h-64 font-mono text-xs' value={state.schemaJson} onChange={(e) => setState((current) => ({ ...current, schemaJson: e.target.value }))} />
</Field>
<div className='flex items-center justify-between rounded-lg border px-4 py-3'>
<div>
<div className='font-medium'>Active Version</div>
<div className='text-muted-foreground text-sm'>Inactive versions remain stored for traceability.</div>
</div>
<Switch checked={state.isActive} onCheckedChange={(checked) => setState((current) => ({ ...current, isActive: checked }))} />
</div>
<DialogFooter>
<Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type='submit' isLoading={isPending}>
{version ? 'Save Version' : 'Create Version'}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
);
}
function MappingDialog({
open,
onOpenChange,
templateId,
version,
mapping
}: {
open: boolean;
onOpenChange: (open: boolean) => void;
templateId: string;
version: DocumentTemplateVersionDetail;
mapping?: DocumentTemplateVersionDetail['mappings'][number];
}) {
const [state, setState] = React.useState<MappingFormState>(toMappingState(mapping));
const createMutation = useMutation({
...createDocumentTemplateMappingMutation,
onSuccess: () => {
toast.success('Mapping saved');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Save failed')
});
const updateMutation = useMutation({
...updateDocumentTemplateMappingMutation,
onSuccess: () => {
toast.success('Mapping updated');
onOpenChange(false);
},
onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed')
});
React.useEffect(() => {
if (open) {
setState(toMappingState(mapping));
}
}, [open, mapping]);
async function onSubmit(event: React.FormEvent) {
event.preventDefault();
const payload = buildMappingPayload(state);
if (mapping) {
await updateMutation.mutateAsync({ templateId, mappingId: mapping.id, values: payload });
return;
}
await createMutation.mutateAsync({ templateId, versionId: version.id, values: payload });
}
function updateColumn(index: number, field: keyof MappingColumnState, value: string) {
setState((current) => ({
...current,
columns: current.columns.map((column, columnIndex) =>
columnIndex === index ? { ...column, [field]: value } : column
)
}));
}
const isPending = createMutation.isPending || updateMutation.isPending;
return (
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className='sm:max-w-4xl'>
<DialogHeader>
<DialogTitle>{mapping ? 'Edit Mapping' : 'Create Mapping'}</DialogTitle>
<DialogDescription>Table mappings can define per-column source fields and format masks.</DialogDescription>
</DialogHeader>
<form onSubmit={onSubmit} className='grid gap-4'>
<div className='grid gap-4 md:grid-cols-2'>
<Field label='Placeholder Key'>
<Input value={state.placeholderKey} onChange={(e) => setState((current) => ({ ...current, placeholderKey: e.target.value }))} />
</Field>
<Field label='Source Path'>
<Input value={state.sourcePath} onChange={(e) => setState((current) => ({ ...current, sourcePath: e.target.value }))} />
</Field>
<Field label='Data Type'>
<Input value={state.dataType} onChange={(e) => setState((current) => ({ ...current, dataType: e.target.value as MappingFormState['dataType'] }))} />
</Field>
<Field label='Sheet Name'>
<Input value={state.sheetName} onChange={(e) => setState((current) => ({ ...current, sheetName: e.target.value }))} />
</Field>
<Field label='Default Value'>
<Input value={state.defaultValue} onChange={(e) => setState((current) => ({ ...current, defaultValue: e.target.value }))} />
</Field>
<Field label='Format Mask'>
<Input value={state.formatMask} onChange={(e) => setState((current) => ({ ...current, formatMask: e.target.value }))} />
</Field>
</div>
<Field label='Sort Order'>
<Input value={state.sortOrder} onChange={(e) => setState((current) => ({ ...current, sortOrder: e.target.value }))} />
</Field>
{state.dataType === 'table' ? (
<div className='space-y-3 rounded-lg border p-4'>
<div className='flex items-center justify-between'>
<div className='font-medium'>Table Columns</div>
<Button
type='button'
variant='outline'
onClick={() =>
setState((current) => ({
...current,
columns: [
...current.columns,
{
columnName: '',
sourceField: '',
columnLetter: '',
sortOrder: String(current.columns.length),
formatMask: ''
}
]
}))
}
>
<Icons.add className='mr-2 h-4 w-4' />
Add Column
</Button>
</div>
{state.columns.map((column, index) => (
<div key={`${index}-${column.columnName}`} className='grid gap-3 md:grid-cols-5'>
<Input placeholder='Column name' value={column.columnName} onChange={(e) => updateColumn(index, 'columnName', e.target.value)} />
<Input placeholder='Source field' value={column.sourceField} onChange={(e) => updateColumn(index, 'sourceField', e.target.value)} />
<Input placeholder='Column letter' value={column.columnLetter} onChange={(e) => updateColumn(index, 'columnLetter', e.target.value)} />
<Input placeholder='Sort order' value={column.sortOrder} onChange={(e) => updateColumn(index, 'sortOrder', e.target.value)} />
<Input placeholder='Format mask' value={column.formatMask} onChange={(e) => updateColumn(index, 'formatMask', e.target.value)} />
</div>
))}
</div>
) : null}
<DialogFooter>
<Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
Cancel
</Button>
<Button type='submit' isLoading={isPending}>
{mapping ? 'Save Mapping' : 'Create Mapping'}
</Button>
</DialogFooter>
</form>
</DialogContent>
</Dialog>
);
}
function TemplateDetailCard({ templateId }: { templateId: string }) {
const { data } = useSuspenseQuery(documentTemplateByIdOptions(templateId));
const template = data.template;
const [versionDialogOpen, setVersionDialogOpen] = React.useState(false);
const [mappingDialogState, setMappingDialogState] = React.useState<{
open: boolean;
version?: DocumentTemplateVersionDetail;
mapping?: DocumentTemplateVersionDetail['mappings'][number];
}>({ open: false });
const deleteMappingMutation = useMutation({
...deleteDocumentTemplateMappingMutation,
onSuccess: () => toast.success('Mapping deleted'),
onError: (error) => toast.error(error instanceof Error ? error.message : 'Delete failed')
});
return (
<div className='space-y-4'>
<div className='grid gap-4 md:grid-cols-4'>
<div className='rounded-lg border p-4'>
<div className='text-muted-foreground text-xs'>Document Type</div>
<div className='mt-1 font-medium'>{template.documentType}</div>
</div>
<div className='rounded-lg border p-4'>
<div className='text-muted-foreground text-xs'>Product Type</div>
<div className='mt-1 font-medium'>{template.productType}</div>
</div>
<div className='rounded-lg border p-4'>
<div className='text-muted-foreground text-xs'>Version Count</div>
<div className='mt-1 font-medium'>{template.versions.length}</div>
</div>
<div className='rounded-lg border p-4'>
<div className='text-muted-foreground text-xs'>Mapping Count</div>
<div className='mt-1 font-medium'>{template.mappingCount}</div>
</div>
</div>
<Tabs defaultValue={template.versions[0]?.id ?? 'empty'} className='space-y-4'>
<div className='flex items-center justify-between gap-4'>
<TabsList className='flex flex-wrap'>
{template.versions.map((version) => (
<TabsTrigger key={version.id} value={version.id}>
{version.version}
</TabsTrigger>
))}
</TabsList>
<Button onClick={() => setVersionDialogOpen(true)}>
<Icons.add className='mr-2 h-4 w-4' />
Add Version
</Button>
</div>
{template.versions.length === 0 ? (
<div className='text-muted-foreground rounded-lg border border-dashed p-6 text-center text-sm'>
No versions created yet.
</div>
) : null}
{template.versions.map((version) => (
<TabsContent key={version.id} value={version.id} className='space-y-4'>
<div className='rounded-lg border p-4'>
<div className='flex flex-wrap items-center justify-between gap-3'>
<div>
<div className='font-medium'>Version {version.version}</div>
<div className='text-muted-foreground text-sm'>
{version.filePath || 'No file path set'}{version.previewImageUrl ? ` • ${version.previewImageUrl}` : ''}
</div>
</div>
<div className='flex items-center gap-2'>
<Badge variant={version.isActive ? 'secondary' : 'outline'}>
{version.isActive ? 'Active' : 'Inactive'}
</Badge>
<Button variant='outline' onClick={() => setVersionDialogOpen(true)}>
Edit Version
</Button>
<Button
onClick={() =>
setMappingDialogState({
open: true,
version
})
}
>
<Icons.add className='mr-2 h-4 w-4' />
Add Mapping
</Button>
</div>
</div>
<pre className='bg-muted mt-4 max-h-72 overflow-auto rounded-lg p-4 text-xs'>
{JSON.stringify(version.schemaJson, null, 2)}
</pre>
</div>
<div className='space-y-3'>
{version.mappings.map((mapping) => (
<div key={mapping.id} className='rounded-lg border p-4'>
<div className='flex flex-wrap items-start justify-between gap-3'>
<div>
<div className='font-medium'>{mapping.placeholderKey}</div>
<div className='text-muted-foreground text-sm'>
{mapping.sourcePath} • {mapping.dataType}
</div>
</div>
<div className='flex gap-2'>
<Button
variant='outline'
onClick={() =>
setMappingDialogState({
open: true,
version,
mapping
})
}
>
Edit
</Button>
<Button
variant='outline'
onClick={() =>
deleteMappingMutation.mutate({
templateId,
mappingId: mapping.id
})
}
isLoading={deleteMappingMutation.isPending}
>
Delete
</Button>
</div>
</div>
{mapping.columns.length ? (
<div className='mt-3 rounded-lg border p-3'>
<div className='mb-2 text-sm font-medium'>Table Columns</div>
<div className='space-y-2 text-sm'>
{mapping.columns.map((column) => (
<div key={column.id} className='flex flex-wrap gap-2'>
<Badge variant='outline'>{column.columnName}</Badge>
<span>{column.sourceField}</span>
{column.columnLetter ? <span>({column.columnLetter})</span> : null}
{column.formatMask ? <span>• {column.formatMask}</span> : null}
</div>
))}
</div>
</div>
) : null}
</div>
))}
{version.mappings.length === 0 ? (
<div className='text-muted-foreground rounded-lg border border-dashed p-6 text-center text-sm'>
No mappings defined for this version yet.
</div>
) : null}
</div>
</TabsContent>
))}
</Tabs>
<VersionDialog
open={versionDialogOpen}
onOpenChange={setVersionDialogOpen}
templateId={template.id}
version={undefined}
/>
{mappingDialogState.open && mappingDialogState.version ? (
<MappingDialog
open={mappingDialogState.open}
onOpenChange={(open) => setMappingDialogState((current) => ({ ...current, open }))}
templateId={template.id}
version={mappingDialogState.version}
mapping={mappingDialogState.mapping}
/>
) : null}
</div>
);
}
export function TemplateSettings() {
const { data } = useSuspenseQuery(
documentTemplatesQueryOptions({ documentType: 'quotation', fileType: 'pdfme' })
);
const [templateDialogState, setTemplateDialogState] = React.useState<{
open: boolean;
templateId?: string;
}>({ open: false });
return (
<div className='space-y-6'>
<div className='flex items-center justify-between gap-4 rounded-lg border p-4'>
<div>
<div className='font-medium'>Template Configuration Center</div>
<div className='text-muted-foreground text-sm'>
Admins can manage metadata, versions, mappings, and JSON schema without a visual designer.
</div>
</div>
<Button onClick={() => setTemplateDialogState({ open: true })}>
<Icons.add className='mr-2 h-4 w-4' />
Create Template
</Button>
</div>
{!data.items.length ? (
<div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center text-sm'>
No production document templates found.
</div>
) : (
data.items.map((template) => (
<Card key={template.id}>
<CardHeader className='flex flex-row items-start justify-between gap-4'>
<div key={template.id} className='space-y-4 rounded-xl border p-5'>
<div className='flex flex-wrap items-start justify-between gap-4'>
<div className='space-y-1'>
<CardTitle>{template.templateName}</CardTitle>
<CardDescription>{template.description || 'No description provided.'}</CardDescription>
<div className='text-xl font-semibold'>{template.templateName}</div>
<div className='text-muted-foreground text-sm'>
{template.description || 'No description provided.'}
</div>
</div>
<div className='flex flex-wrap gap-2'>
{template.isDefault ? <Badge>Default</Badge> : null}
@@ -30,33 +735,78 @@ export function TemplateSettings() {
{template.isActive ? 'Active' : 'Inactive'}
</Badge>
<Badge variant='outline'>{template.fileType}</Badge>
<Button
variant='outline'
onClick={() => setTemplateDialogState({ open: true, templateId: template.id })}
>
Edit Metadata
</Button>
</div>
</CardHeader>
<CardContent className='grid gap-4 md:grid-cols-2 xl:grid-cols-5'>
<div>
</div>
<div className='grid gap-4 md:grid-cols-5'>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Document Type</div>
<div className='text-sm font-medium'>{template.documentType}</div>
<div className='mt-1 text-sm font-medium'>{template.documentType}</div>
</div>
<div>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Product Type</div>
<div className='text-sm font-medium'>{template.productType}</div>
<div className='mt-1 text-sm font-medium'>{template.productType}</div>
</div>
<div>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Latest Version</div>
<div className='text-sm font-medium'>{template.latestVersion ?? '-'}</div>
<div className='mt-1 text-sm font-medium'>{template.latestVersion ?? '-'}</div>
</div>
<div>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Version Count</div>
<div className='text-sm font-medium'>{template.versionCount}</div>
<div className='mt-1 text-sm font-medium'>{template.versionCount}</div>
</div>
<div>
<div className='rounded-lg bg-muted/40 p-4'>
<div className='text-muted-foreground text-xs'>Mapping Count</div>
<div className='text-sm font-medium'>{template.mappingCount}</div>
<div className='mt-1 text-sm font-medium'>{template.mappingCount}</div>
</div>
</CardContent>
</Card>
</div>
<React.Suspense
fallback={
<div className='text-muted-foreground rounded-lg border border-dashed p-6 text-center text-sm'>
Loading template detail...
</div>
}
>
<TemplateDetailCard templateId={template.id} />
</React.Suspense>
</div>
))
)}
<TemplateDialog
open={templateDialogState.open && !templateDialogState.templateId}
onOpenChange={(open) => setTemplateDialogState((current) => ({ ...current, open }))}
/>
{templateDialogState.open && templateDialogState.templateId ? (
<React.Suspense fallback={null}>
<TemplateDetailDialog
templateId={templateDialogState.templateId}
open={templateDialogState.open}
onOpenChange={(open) => setTemplateDialogState((current) => ({ ...current, open }))}
/>
</React.Suspense>
) : null}
</div>
);
}
function TemplateDetailDialog({
templateId,
open,
onOpenChange
}: {
templateId: string;
open: boolean;
onOpenChange: (open: boolean) => void;
}) {
const { data } = useSuspenseQuery(documentTemplateByIdOptions(templateId));
return <TemplateDialog open={open} onOpenChange={onOpenChange} template={data.template} />;
}

138
src/features/foundation/document-template/mutations.ts
View File

@@ -2,30 +2,38 @@ import { mutationOptions } from '@tanstack/react-query';
import { getQueryClient } from '@/lib/query-client';
import {
createDocumentTemplate,
createDocumentTemplateMapping,
createDocumentTemplateVersion,
deleteDocumentTemplate,
updateDocumentTemplate
deleteDocumentTemplateMapping,
setDocumentTemplateVersionActive,
updateDocumentTemplate,
updateDocumentTemplateMapping,
updateDocumentTemplateVersion
} from './service';
import { documentTemplateKeys } from './queries';
import type { DocumentTemplateMutationPayload, DocumentTemplateVersionMutationPayload } from './types';
import type {
DocumentTemplateMappingMutationPayload,
DocumentTemplateMutationPayload,
DocumentTemplateVersionMutationPayload
} from './types';
async function invalidateDocumentTemplateLists() {
async function invalidateTemplateLists() {
await getQueryClient().invalidateQueries({ queryKey: documentTemplateKeys.lists() });
}
async function invalidateDocumentTemplateDetail(id: string) {
await getQueryClient().invalidateQueries({ queryKey: documentTemplateKeys.detail(id) });
}
async function invalidateDocumentTemplateVersions(id: string) {
await getQueryClient().invalidateQueries({ queryKey: documentTemplateKeys.versions(id) });
async function invalidateTemplateDetail(id: string) {
await Promise.all([
getQueryClient().invalidateQueries({ queryKey: documentTemplateKeys.detail(id) }),
getQueryClient().invalidateQueries({ queryKey: documentTemplateKeys.versions(id) })
]);
}
export const createDocumentTemplateMutation = mutationOptions({
mutationFn: (data: DocumentTemplateMutationPayload) => createDocumentTemplate(data),
onSettled: async (_data, error) => {
if (!error) {
await invalidateDocumentTemplateLists();
await invalidateTemplateLists();
}
}
});
@@ -35,10 +43,7 @@ export const updateDocumentTemplateMutation = mutationOptions({
updateDocumentTemplate(id, values),
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([
invalidateDocumentTemplateLists(),
invalidateDocumentTemplateDetail(variables.id)
]);
await Promise.all([invalidateTemplateLists(), invalidateTemplateDetail(variables.id)]);
}
}
});
@@ -47,9 +52,10 @@ export const deleteDocumentTemplateMutation = mutationOptions({
mutationFn: (id: string) => deleteDocumentTemplate(id),
onSettled: async (_data, error, id) => {
if (!error) {
getQueryClient().removeQueries({ queryKey: documentTemplateKeys.detail(id) });
getQueryClient().removeQueries({ queryKey: documentTemplateKeys.versions(id) });
await invalidateDocumentTemplateLists();
const queryClient = getQueryClient();
await invalidateTemplateLists();
queryClient.removeQueries({ queryKey: documentTemplateKeys.detail(id) });
queryClient.removeQueries({ queryKey: documentTemplateKeys.versions(id) });
}
}
});
@@ -59,11 +65,99 @@ export const createDocumentTemplateVersionMutation = mutationOptions({
createDocumentTemplateVersion(id, values),
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([
invalidateDocumentTemplateLists(),
invalidateDocumentTemplateDetail(variables.id),
invalidateDocumentTemplateVersions(variables.id)
]);
await Promise.all([invalidateTemplateLists(), invalidateTemplateDetail(variables.id)]);
}
}
});
export const updateDocumentTemplateVersionMutation = mutationOptions({
mutationFn: ({
templateId,
versionId,
values
}: {
templateId: string;
versionId: string;
values: Partial<DocumentTemplateVersionMutationPayload>;
}) => {
void templateId;
return updateDocumentTemplateVersion(versionId, values);
},
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([invalidateTemplateLists(), invalidateTemplateDetail(variables.templateId)]);
}
}
});
export const setDocumentTemplateVersionActiveMutation = mutationOptions({
mutationFn: ({
templateId,
versionId,
isActive
}: {
templateId: string;
versionId: string;
isActive: boolean;
}) => {
void templateId;
return setDocumentTemplateVersionActive(versionId, isActive);
},
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([invalidateTemplateLists(), invalidateTemplateDetail(variables.templateId)]);
}
}
});
export const createDocumentTemplateMappingMutation = mutationOptions({
mutationFn: ({
templateId,
versionId,
values
}: {
templateId: string;
versionId: string;
values: DocumentTemplateMappingMutationPayload;
}) => {
void templateId;
return createDocumentTemplateMapping(versionId, values);
},
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([invalidateTemplateLists(), invalidateTemplateDetail(variables.templateId)]);
}
}
});
export const updateDocumentTemplateMappingMutation = mutationOptions({
mutationFn: ({
templateId,
mappingId,
values
}: {
templateId: string;
mappingId: string;
values: Partial<DocumentTemplateMappingMutationPayload>;
}) => {
void templateId;
return updateDocumentTemplateMapping(mappingId, values);
},
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([invalidateTemplateLists(), invalidateTemplateDetail(variables.templateId)]);
}
}
});
export const deleteDocumentTemplateMappingMutation = mutationOptions({
mutationFn: ({ templateId, mappingId }: { templateId: string; mappingId: string }) => {
void templateId;
return deleteDocumentTemplateMapping(mappingId);
},
onSettled: async (_data, error, variables) => {
if (!error) {
await Promise.all([invalidateTemplateLists(), invalidateTemplateDetail(variables.templateId)]);
}
}
});

201
src/features/foundation/document-template/server/service.ts
View File

@@ -11,6 +11,7 @@ import type {
DocumentTemplateDetail,
DocumentTemplateFilters,
DocumentTemplateListItem,
DocumentTemplateMappingMutationPayload,
DocumentTemplateMappingRecord,
DocumentTemplateMappingWithColumns,
DocumentTemplateMutationPayload,
@@ -119,21 +120,44 @@ async function assertTemplate(id: string, organizationId: string) {
return template;
}
async function listVersionsByTemplateIds(templateIds: string[], organizationId: string) {
if (!templateIds.length) {
return [];
}
return db
async function assertTemplateVersion(id: string, organizationId: string) {
const [version] = await db
.select()
.from(crmDocumentTemplateVersions)
.where(
and(
eq(crmDocumentTemplateVersions.id, id),
eq(crmDocumentTemplateVersions.organizationId, organizationId),
isNull(crmDocumentTemplateVersions.deletedAt)
)
)
.orderBy(asc(crmDocumentTemplateVersions.createdAt));
.limit(1);
if (!version) {
throw new AuthError('Document template version not found', 404);
}
return version;
}
async function assertTemplateMapping(id: string, organizationId: string) {
const [mapping] = await db
.select()
.from(crmDocumentTemplateMappings)
.where(
and(
eq(crmDocumentTemplateMappings.id, id),
eq(crmDocumentTemplateMappings.organizationId, organizationId),
isNull(crmDocumentTemplateMappings.deletedAt)
)
)
.limit(1);
if (!mapping) {
throw new AuthError('Document template mapping not found', 404);
}
return mapping;
}
export async function resolveTemplateMappings(
@@ -417,6 +441,169 @@ export async function createDocumentTemplateVersion(
return created;
}
export async function updateDocumentTemplateVersion(
versionId: string,
organizationId: string,
payload: Partial<DocumentTemplateVersionMutationPayload>
) {
const current = await assertTemplateVersion(versionId, organizationId);
const [updated] = await db
.update(crmDocumentTemplateVersions)
.set({
version: payload.version?.trim() ?? current.version,
filePath: payload.filePath === undefined ? current.filePath : payload.filePath?.trim() || null,
schemaJson: payload.schemaJson ?? current.schemaJson,
previewImageUrl:
payload.previewImageUrl === undefined
? current.previewImageUrl
: payload.previewImageUrl?.trim() || null,
isActive: payload.isActive ?? current.isActive,
updatedAt: new Date()
})
.where(eq(crmDocumentTemplateVersions.id, versionId))
.returning();
return updated;
}
export async function setDocumentTemplateVersionActive(
versionId: string,
organizationId: string,
isActive: boolean
) {
const version = await assertTemplateVersion(versionId, organizationId);
const [updated] = await db
.update(crmDocumentTemplateVersions)
.set({
isActive,
updatedAt: new Date()
})
.where(eq(crmDocumentTemplateVersions.id, versionId))
.returning();
return {
before: version,
after: updated
};
}
export async function createDocumentTemplateMapping(
versionId: string,
organizationId: string,
payload: DocumentTemplateMappingMutationPayload
) {
await assertTemplateVersion(versionId, organizationId);
const [created] = await db
.insert(crmDocumentTemplateMappings)
.values({
id: crypto.randomUUID(),
organizationId,
templateVersionId: versionId,
placeholderKey: payload.placeholderKey.trim(),
sourcePath: payload.sourcePath.trim(),
dataType: payload.dataType,
sheetName: payload.sheetName?.trim() || null,
defaultValue: payload.defaultValue?.trim() || null,
formatMask: payload.formatMask?.trim() || null,
sortOrder: payload.sortOrder ?? 0
})
.returning();
if (payload.columns?.length) {
await db.insert(crmDocumentTemplateTableColumns).values(
payload.columns.map((column) => ({
id: crypto.randomUUID(),
organizationId,
mappingId: created.id,
columnName: column.columnName.trim(),
sourceField: column.sourceField.trim(),
columnLetter: column.columnLetter?.trim() || null,
sortOrder: column.sortOrder ?? 0,
formatMask: column.formatMask?.trim() || null
}))
);
}
const [mapping] = await resolveTemplateMappings(versionId, organizationId).then((items) =>
items.filter((item) => item.id === created.id)
);
return mapping ?? { ...mapMappingRecord(created), columns: [] };
}
export async function updateDocumentTemplateMapping(
mappingId: string,
organizationId: string,
payload: Partial<DocumentTemplateMappingMutationPayload>
) {
const current = await assertTemplateMapping(mappingId, organizationId);
const [updated] = await db
.update(crmDocumentTemplateMappings)
.set({
placeholderKey: payload.placeholderKey?.trim() ?? current.placeholderKey,
sourcePath: payload.sourcePath?.trim() ?? current.sourcePath,
dataType: payload.dataType ?? current.dataType,
sheetName: payload.sheetName === undefined ? current.sheetName : payload.sheetName?.trim() || null,
defaultValue:
payload.defaultValue === undefined ? current.defaultValue : payload.defaultValue?.trim() || null,
formatMask:
payload.formatMask === undefined ? current.formatMask : payload.formatMask?.trim() || null,
sortOrder: payload.sortOrder ?? current.sortOrder,
updatedAt: new Date()
})
.where(eq(crmDocumentTemplateMappings.id, mappingId))
.returning();
if (payload.columns) {
await db
.delete(crmDocumentTemplateTableColumns)
.where(eq(crmDocumentTemplateTableColumns.mappingId, mappingId));
if (payload.columns.length) {
await db.insert(crmDocumentTemplateTableColumns).values(
payload.columns.map((column) => ({
id: crypto.randomUUID(),
organizationId,
mappingId,
columnName: column.columnName.trim(),
sourceField: column.sourceField.trim(),
columnLetter: column.columnLetter?.trim() || null,
sortOrder: column.sortOrder ?? 0,
formatMask: column.formatMask?.trim() || null
}))
);
}
}
const [mapping] = await resolveTemplateMappings(updated.templateVersionId, organizationId).then((items) =>
items.filter((item) => item.id === mappingId)
);
return mapping ?? { ...mapMappingRecord(updated), columns: [] };
}
export async function deleteDocumentTemplateMapping(mappingId: string, organizationId: string) {
const current = await assertTemplateMapping(mappingId, organizationId);
await db
.delete(crmDocumentTemplateTableColumns)
.where(eq(crmDocumentTemplateTableColumns.mappingId, mappingId));
const [deleted] = await db
.update(crmDocumentTemplateMappings)
.set({
deletedAt: new Date(),
updatedAt: new Date()
})
.where(eq(crmDocumentTemplateMappings.id, mappingId))
.returning();
return {
before: current,
after: deleted
};
}
export async function resolveTemplateForDocument(
organizationId: string,
params: ResolveTemplateParams

62
src/features/foundation/document-template/service.ts
View File

@@ -3,12 +3,15 @@ import type {
DocumentTemplateDetailResponse,
DocumentTemplateFilters,
DocumentTemplateListResponse,
DocumentTemplateMappingMutationPayload,
DocumentTemplateMutationPayload,
DocumentTemplateVersionMutationPayload,
DocumentTemplateVersionsResponse,
MutationSuccessResponse
} from './types';
const BASE_PATH = '/crm/settings/document-templates';
export async function getDocumentTemplates(filters: DocumentTemplateFilters = {}) {
const searchParams = new URLSearchParams();
@@ -17,17 +20,15 @@ export async function getDocumentTemplates(filters: DocumentTemplateFilters = {}
if (filters.isActive) searchParams.set('isActive', filters.isActive);
const query = searchParams.toString();
return apiClient<DocumentTemplateListResponse>(
`/crm/document-templates${query ? `?${query}` : ''}`
);
return apiClient<DocumentTemplateListResponse>(`${BASE_PATH}${query ? `?${query}` : ''}`);
}
export async function getDocumentTemplateById(id: string) {
return apiClient<DocumentTemplateDetailResponse>(`/crm/document-templates/${id}`);
return apiClient<DocumentTemplateDetailResponse>(`${BASE_PATH}/${id}`);
}
export async function createDocumentTemplate(data: DocumentTemplateMutationPayload) {
return apiClient<MutationSuccessResponse>('/crm/document-templates', {
return apiClient<MutationSuccessResponse>(BASE_PATH, {
method: 'POST',
body: JSON.stringify(data)
});
@@ -37,28 +38,71 @@ export async function updateDocumentTemplate(
id: string,
data: Partial<DocumentTemplateMutationPayload>
) {
return apiClient<MutationSuccessResponse>(`/crm/document-templates/${id}`, {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/${id}`, {
method: 'PATCH',
body: JSON.stringify(data)
});
}
export async function deleteDocumentTemplate(id: string) {
return apiClient<MutationSuccessResponse>(`/crm/document-templates/${id}`, {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/${id}`, {
method: 'DELETE'
});
}
export async function getDocumentTemplateVersions(id: string) {
return apiClient<DocumentTemplateVersionsResponse>(`/crm/document-templates/${id}/versions`);
return apiClient<DocumentTemplateVersionsResponse>(`${BASE_PATH}/${id}/versions`);
}
export async function createDocumentTemplateVersion(
id: string,
data: DocumentTemplateVersionMutationPayload
) {
return apiClient<MutationSuccessResponse>(`/crm/document-templates/${id}/versions`, {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/${id}/versions`, {
method: 'POST',
body: JSON.stringify(data)
});
}
export async function updateDocumentTemplateVersion(
id: string,
data: Partial<DocumentTemplateVersionMutationPayload>
) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/versions/${id}`, {
method: 'PATCH',
body: JSON.stringify(data)
});
}
export async function setDocumentTemplateVersionActive(id: string, isActive: boolean) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/versions/${id}`, {
method: 'PATCH',
body: JSON.stringify({ isActive })
});
}
export async function createDocumentTemplateMapping(
versionId: string,
data: DocumentTemplateMappingMutationPayload
) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/versions/${versionId}/mappings`, {
method: 'POST',
body: JSON.stringify(data)
});
}
export async function updateDocumentTemplateMapping(
id: string,
data: Partial<DocumentTemplateMappingMutationPayload>
) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/mappings/${id}`, {
method: 'PATCH',
body: JSON.stringify(data)
});
}
export async function deleteDocumentTemplateMapping(id: string) {
return apiClient<MutationSuccessResponse>(`${BASE_PATH}/mappings/${id}`, {
method: 'DELETE'
});
}

20
src/features/foundation/document-template/types.ts
View File

@@ -60,6 +60,26 @@ export interface DocumentTemplateTableColumnRecord {
deletedAt: string | null;
}
export interface DocumentTemplateMappingColumnMutationPayload {
id?: string;
columnName: string;
sourceField: string;
columnLetter?: string | null;
sortOrder?: number;
formatMask?: string | null;
}
export interface DocumentTemplateMappingMutationPayload {
placeholderKey: string;
sourcePath: string;
dataType: DocumentTemplateMappingRecord['dataType'];
sheetName?: string | null;
defaultValue?: string | null;
formatMask?: string | null;
sortOrder?: number;
columns?: DocumentTemplateMappingColumnMutationPayload[];
}
export interface DocumentTemplateMappingWithColumns extends DocumentTemplateMappingRecord {
columns: DocumentTemplateTableColumnRecord[];
}

33
src/lib/auth/rbac.ts
View File

@@ -51,10 +51,20 @@ export const PERMISSIONS = {
crmApprovalApprove: 'crm.approval.approve',
crmApprovalReject: 'crm.approval.reject',
crmApprovalReturn: 'crm.approval.return',
crmApprovalWorkflowRead: 'crm.approval.workflow.read',
crmApprovalWorkflowCreate: 'crm.approval.workflow.create',
crmApprovalWorkflowUpdate: 'crm.approval.workflow.update',
crmApprovalWorkflowDelete: 'crm.approval.workflow.delete',
crmDashboardRead: 'crm.dashboard.read',
crmDashboardExport: 'crm.dashboard.export',
crmDocumentTemplateRead: 'crm.document_template.read',
crmDocumentTemplateCreate: 'crm.document_template.create',
crmDocumentTemplateUpdate: 'crm.document_template.update',
crmDocumentTemplateDelete: 'crm.document_template.delete',
crmDocumentSequenceRead: 'crm.document_sequence.read',
crmDocumentSequenceCreate: 'crm.document_sequence.create',
crmDocumentSequenceUpdate: 'crm.document_sequence.update',
crmDocumentSequenceReset: 'crm.document_sequence.reset',
crmDocumentArtifactRead: 'crm.document_artifact.read',
crmDocumentArtifactDownload: 'crm.document_artifact.download',
crmDocumentArtifactVoid: 'crm.document_artifact.void',
@@ -106,10 +116,20 @@ function getMembershipBasePermissions(role: MembershipRole): Permission[] {
PERMISSIONS.crmApprovalApprove,
PERMISSIONS.crmApprovalReject,
PERMISSIONS.crmApprovalReturn,
PERMISSIONS.crmApprovalWorkflowRead,
PERMISSIONS.crmApprovalWorkflowCreate,
PERMISSIONS.crmApprovalWorkflowUpdate,
PERMISSIONS.crmApprovalWorkflowDelete,
PERMISSIONS.crmDashboardRead,
PERMISSIONS.crmDashboardExport,
PERMISSIONS.crmDocumentTemplateRead,
PERMISSIONS.crmDocumentTemplateCreate,
PERMISSIONS.crmDocumentTemplateUpdate,
PERMISSIONS.crmDocumentTemplateDelete,
PERMISSIONS.crmDocumentSequenceRead,
PERMISSIONS.crmDocumentSequenceCreate,
PERMISSIONS.crmDocumentSequenceUpdate,
PERMISSIONS.crmDocumentSequenceReset,
PERMISSIONS.crmDocumentArtifactRead,
PERMISSIONS.crmDocumentArtifactDownload,
PERMISSIONS.crmDocumentArtifactVoid,
@@ -128,7 +148,10 @@ function getMembershipBasePermissions(role: MembershipRole): Permission[] {
PERMISSIONS.crmEnquiryFollowupRead,
PERMISSIONS.crmQuotationRead,
PERMISSIONS.crmApprovalRead,
PERMISSIONS.crmApprovalWorkflowRead,
PERMISSIONS.crmDashboardRead,
PERMISSIONS.crmDocumentTemplateRead,
PERMISSIONS.crmDocumentSequenceRead,
PERMISSIONS.crmDocumentArtifactRead,
PERMISSIONS.crmDocumentArtifactDownload,
PERMISSIONS.crmQuotationDocumentPreview,
@@ -166,7 +189,11 @@ export function getBusinessRolePermissions(role: BusinessRole): Permission[] {
PERMISSIONS.crmQuotationRevisionCreate,
PERMISSIONS.crmApprovalRead,
PERMISSIONS.crmApprovalSubmit,
PERMISSIONS.crmApprovalWorkflowRead,
PERMISSIONS.crmDashboardRead,
PERMISSIONS.crmDashboardExport,
PERMISSIONS.crmDocumentTemplateRead,
PERMISSIONS.crmDocumentSequenceRead,
PERMISSIONS.crmDocumentArtifactRead,
PERMISSIONS.crmDocumentArtifactDownload,
PERMISSIONS.crmDocumentArtifactVoid,
@@ -195,7 +222,10 @@ export function getBusinessRolePermissions(role: BusinessRole): Permission[] {
PERMISSIONS.crmQuotationRevisionCreate,
PERMISSIONS.crmApprovalRead,
PERMISSIONS.crmApprovalSubmit,
PERMISSIONS.crmApprovalWorkflowRead,
PERMISSIONS.crmDashboardRead,
PERMISSIONS.crmDocumentTemplateRead,
PERMISSIONS.crmDocumentSequenceRead,
PERMISSIONS.crmDocumentArtifactRead,
PERMISSIONS.crmDocumentArtifactDownload,
PERMISSIONS.crmQuotationDocumentPreview,
@@ -222,7 +252,10 @@ export function getBusinessRolePermissions(role: BusinessRole): Permission[] {
PERMISSIONS.crmQuotationAttachmentManage,
PERMISSIONS.crmQuotationRevisionCreate,
PERMISSIONS.crmApprovalRead,
PERMISSIONS.crmApprovalWorkflowRead,
PERMISSIONS.crmDashboardRead,
PERMISSIONS.crmDocumentTemplateRead,
PERMISSIONS.crmDocumentSequenceRead,
PERMISSIONS.crmDocumentArtifactRead,
PERMISSIONS.crmDocumentArtifactDownload,
PERMISSIONS.crmQuotationDocumentPreview,

1
src/lib/searchparams.ts
View File

@@ -28,6 +28,7 @@ export const searchParams = {
entityType: parseAsString,
assetType: parseAsString,
role: parseAsString,
projectPartyRole: parseAsString,
sort: parseAsString
// advanced filter
// filters: getFiltersStateParser().withDefault([]),