task-j1

2026-06-17 16:04:19 +07:00
parent 5be6c54272
commit 04a886ea26
57 changed files with 6477 additions and 105 deletions
--- a/src/app/api/crm/dashboard/export/route.ts
+++ b/src/app/api/crm/dashboard/export/route.ts
@@ -0,0 +1,131 @@
+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 });
+  }
+}
--- a/src/app/api/crm/dashboard/route.ts
+++ b/src/app/api/crm/dashboard/route.ts
@@ -0,0 +1,37 @@
+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 });
+  }
+}
--- a/src/app/api/crm/settings/approval-workflows/[id]/route.ts
+++ b/src/app/api/crm/settings/approval-workflows/[id]/route.ts
@@ -0,0 +1,118 @@
+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 });
+  }
+}
--- a/src/app/api/crm/settings/approval-workflows/[id]/steps/route.ts
+++ b/src/app/api/crm/settings/approval-workflows/[id]/steps/route.ts
@@ -0,0 +1,67 @@
+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 }
+    );
+  }
+}
--- a/src/app/api/crm/settings/approval-workflows/route.ts
+++ b/src/app/api/crm/settings/approval-workflows/route.ts
@@ -0,0 +1,78 @@
+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 });
+  }
+}
--- a/src/app/api/crm/settings/document-sequences/[id]/preview/route.ts
+++ b/src/app/api/crm/settings/document-sequences/[id]/preview/route.ts
@@ -0,0 +1,36 @@
+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 }
+    );
+  }
+}
--- a/src/app/api/crm/settings/document-sequences/[id]/reset/route.ts
+++ b/src/app/api/crm/settings/document-sequences/[id]/reset/route.ts
@@ -0,0 +1,57 @@
+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 });
+  }
+}
--- a/src/app/api/crm/settings/document-sequences/[id]/route.ts
+++ b/src/app/api/crm/settings/document-sequences/[id]/route.ts
@@ -0,0 +1,122 @@
+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 });
+  }
+}
--- a/src/app/api/crm/settings/document-sequences/route.ts
+++ b/src/app/api/crm/settings/document-sequences/route.ts
@@ -0,0 +1,80 @@
+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 });
+  }
+}
--- a/src/app/api/crm/settings/document-templates/[id]/route.ts
+++ b/src/app/api/crm/settings/document-templates/[id]/route.ts
@@ -0,0 +1 @@
+export { GET, PATCH, DELETE } from '@/app/api/crm/document-templates/[id]/route';
--- a/src/app/api/crm/settings/document-templates/[id]/versions/route.ts
+++ b/src/app/api/crm/settings/document-templates/[id]/versions/route.ts
@@ -0,0 +1 @@
+export { GET, POST } from '@/app/api/crm/document-templates/[id]/versions/route';
--- a/src/app/api/crm/settings/document-templates/mappings/[id]/route.ts
+++ b/src/app/api/crm/settings/document-templates/mappings/[id]/route.ts
@@ -0,0 +1,108 @@
+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 }
+    );
+  }
+}
--- a/src/app/api/crm/settings/document-templates/route.ts
+++ b/src/app/api/crm/settings/document-templates/route.ts
@@ -0,0 +1 @@
+export { GET, POST } from '@/app/api/crm/document-templates/route';
--- a/src/app/api/crm/settings/document-templates/versions/[id]/mappings/route.ts
+++ b/src/app/api/crm/settings/document-templates/versions/[id]/mappings/route.ts
@@ -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 }
+    );
+  }
+}
--- a/src/app/api/crm/settings/document-templates/versions/[id]/route.ts
+++ b/src/app/api/crm/settings/document-templates/versions/[id]/route.ts
@@ -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 }
+    );
+  }
+}
				`@@ -0,0 +1 @@`
				`export { GET, PATCH, DELETE } from '@/app/api/crm/document-templates/[id]/route';`
				`@@ -0,0 +1 @@`
				`export { GET, POST } from '@/app/api/crm/document-templates/[id]/versions/route';`