task-i
This commit is contained in:
phaichayon
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# Task D.1: Enquiry Assignment and CRM Role Stabilization
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## 1. Files Added
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- `src/app/api/crm/enquiries/[id]/_schemas.ts`
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- `src/app/api/crm/enquiries/[id]/assign/route.ts`
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- `src/app/api/crm/enquiries/[id]/reassign/route.ts`
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- `src/features/crm/enquiries/components/enquiry-assignment-dialog.tsx`
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- `drizzle/0008_clean_justin_hammer.sql`
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- `drizzle/meta/0008_snapshot.json`
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## 2. Files Modified
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- `src/db/schema.ts`
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- `src/lib/auth/rbac.ts`
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- `src/app/dashboard/crm/enquiries/page.tsx`
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- `src/app/dashboard/crm/enquiries/[id]/page.tsx`
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- `src/features/crm/enquiries/api/types.ts`
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- `src/features/crm/enquiries/api/service.ts`
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- `src/features/crm/enquiries/api/mutations.ts`
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- `src/features/crm/enquiries/server/service.ts`
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- `src/features/crm/enquiries/components/enquiry-columns.tsx`
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- `src/features/crm/enquiries/components/enquiries-table.tsx`
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- `src/features/crm/enquiries/components/enquiry-listing.tsx`
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- `src/features/crm/enquiries/components/enquiry-detail.tsx`
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- `src/features/crm/enquiries/components/enquiry-cell-action.tsx`
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- `src/features/users/api/types.ts`
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- `src/features/users/schemas/user.ts`
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- `src/features/users/components/user-form-sheet.tsx`
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- `src/app/api/users/_lib.ts`
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- `src/app/api/users/route.ts`
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- `src/app/api/organizations/route.ts`
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- `src/features/foundation/auth-context/service.ts`
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## 3. Schema Added
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Added assignment fields to `crm_enquiries`:
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- `assigned_to_user_id`
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- `assigned_at`
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- `assigned_by`
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- `assignment_remark`
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Rules implemented:
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- assignee must belong to the same organization
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- assigner is the current user
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- latest assignment timestamp is persisted
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- assignment remark is optional
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## 4. API Routes Added
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- `POST /api/crm/enquiries/[id]/assign`
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- `POST /api/crm/enquiries/[id]/reassign`
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Payload:
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```ts
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{
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assignedToUserId: string;
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remark?: string;
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}
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```
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Behavior:
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- requires organization access
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- enforces `crm.enquiry.assign` or `crm.enquiry.reassign`
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- validates assignee organization membership
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- rejects assign on already-assigned enquiry
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- rejects reassign on unassigned enquiry
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## 5. Permissions Added
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- `crm.enquiry.assign`
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- `crm.enquiry.reassign`
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CRM business-role set was also stabilized around:
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- `sales_manager`
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- `sales`
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- `sales_support`
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- `department_manager`
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- `top_manager`
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Legacy IT-CENTER business roles were removed from active runtime paths and defaults.
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## 6. UI Added
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Enquiry detail now supports:
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- `Assign Sales`
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- `Reassign Sales`
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- assigned sales metadata display
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Enquiry list now shows:
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- `Assigned Sales` column
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Assignment dialog now includes:
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- `Sales User`
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- `Remark`
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The sales-user dropdown is populated from organization memberships instead of hardcoded values.
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## 7. Audit Integration
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Assignment writes audit logs under:
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- `entityType = crm_enquiry`
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Actions added:
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- `assign`
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- `reassign`
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Audit payload shape:
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- `beforeData.oldAssignedToUserId`
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- `afterData.newAssignedToUserId`
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- `afterData.remark`
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## 8. Membership / Permission Stabilization
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Workspace membership management now uses CRM-aligned business roles instead of the old template roles.
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Updated areas:
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- user API types and validation
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- membership defaults
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- organization-management fallbacks
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- auth-context business-role fallback
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## 9. Remaining Risks
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- current `sales` access still operates at organization scope; there is not yet a server-enforced “own or assigned only” data policy
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- old database rows that still carry removed legacy business-role strings may need a one-time data backfill if they exist in a real environment
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- assignable-user filtering currently accepts organization admins plus sales-oriented roles; if future CRM staffing rules become stricter, that policy should move into a dedicated assignment rule layer
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## 10. Verification
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- `npx tsc --noEmit`
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- `npx oxlint` on changed Task D.1 files
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122
docs/implementation/task-h1-pdf-generation-stabilization.md
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122
docs/implementation/task-h1-pdf-generation-stabilization.md
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# Task H.1: PDF Generation Stabilization
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## 1. Files Added
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- `scripts/seed-task-h1-fixture.js`
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- `scripts/verify-task-h1.js`
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- `docs/adr/0009-approved-document-storage-lifecycle.md`
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## 2. Files Modified
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- `package.json`
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- `docs/implementation/technical-debt.md`
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Task H.1 builds on the Task H PDF pipeline and focuses on validation, fixture support, documentation, and storage-lifecycle clarification.
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## 3. Smoke Test Record Used
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Added a dev-only fixture script for a real quotation scenario:
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- approved fixture code: `QT-TASK-H1-APPROVED`
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- draft fixture code: `QT-TASK-H1-DRAFT`
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- customer fixture code: `CUS-TASK-H1`
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Fixture script provisions:
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- organization-scoped customer and contact
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- approved quotation with item, customer role, scope/exclusion/payment topics, and completed approval history
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- draft quotation for negative approved-PDF validation
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- test users for permission checks
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## 4. PDF APIs Verified
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Task H.1 verification script covers:
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- `GET /api/crm/quotations/[id]/pdf-preview`
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- `GET /api/crm/quotations/[id]/pdf-download`
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- `POST /api/crm/quotations/[id]/approved-pdf`
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- `GET /api/crm/quotations/[id]/approved-pdf`
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Expected checks included:
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- preview responds as inline PDF
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- download responds as attachment PDF
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- approved-PDF POST succeeds for approved quotation
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- approved-PDF GET returns persisted artifact
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- non-approved quotation cannot generate approved PDF
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## 5. Persistence Verified
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Task H.1 verification targets:
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- `approvedPdfUrl`
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- `approvedSnapshot`
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- `approvedTemplateVersionId`
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- quotation attachment metadata row
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- audit log row
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- generated file under `public/generated/quotations/<organizationId>/`
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## 6. Permission Verified
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Fixture and verification support explicit checks for:
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- `super_admin`
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- admin workspace member
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- regular user with PDF permissions
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- regular user without PDF permissions
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Permissions covered:
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- `crm.quotation.pdf.preview`
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- `crm.quotation.pdf.download`
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- `crm.quotation.pdf.generate_approved`
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## 7. Error Handling / Hardening
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Task H.1 centered hardening around safe operational verification rather than a large refactor.
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The main stabilization additions were:
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- reusable dev fixture creation
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- repeatable HTTP verification script
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- clearer storage lifecycle documentation
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- explicit debt tracking for fonts, local storage, and approved-artifact policy
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## 8. ADR / Technical Debt Updated
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Added ADR:
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- `docs/adr/0009-approved-document-storage-lifecycle.md`
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Updated debt notes in:
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- `docs/implementation/technical-debt.md`
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Tracked concerns include:
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- font compatibility fallback
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- local filesystem storage limitation
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- approved artifact immutability policy
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- post-approval automation gap
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- missing CI-backed PDF E2E coverage
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## 9. Remaining Risks
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- approved PDF storage still uses local public filesystem semantics and is not production-grade object storage
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- approved artifact lifecycle is still not immutable by policy
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- PDF verification is script-based and not yet part of CI
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- task fixture scripts currently depend on a prepared local environment and seeded master-option / approval data
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## 10. Task I Readiness
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Task H.1 leaves the PDF flow better prepared for Task I by providing:
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- a repeatable quotation fixture path
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- a repeatable verification script
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- explicit storage-lifecycle decision documentation
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- visible technical-debt boundaries for future production hardening
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## 11. Verification Commands
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- `npm run seed:task-h1-fixture`
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- `npm run verify:task-h1`
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155
docs/implementation/task-i-storage-artifact-lifecycle.md
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155
docs/implementation/task-i-storage-artifact-lifecycle.md
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# Task I: Storage Abstraction and Approved Artifact Lifecycle
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## 1. Files Added
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- `src/features/foundation/storage/types.ts`
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- `src/features/foundation/storage/service.ts`
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- `src/features/foundation/storage/server/local-provider.ts`
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- `src/features/foundation/storage/server/s3-provider.ts`
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- `src/features/foundation/storage/server/provider.ts`
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- `src/features/foundation/storage/server/checksum.ts`
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- `src/features/foundation/document-artifact/server/service.ts`
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- `src/app/api/crm/document-artifacts/[id]/download/route.ts`
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- `drizzle/0009_lazy_shard.sql`
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- `drizzle/meta/0009_snapshot.json`
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## 2. Files Modified
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- `package.json`
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- `package-lock.json`
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- `src/db/schema.ts`
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- `src/lib/auth/rbac.ts`
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- `src/features/foundation/pdf-generator/server/service.ts`
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- `src/features/foundation/approval/server/service.ts`
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- `src/features/crm/quotations/api/types.ts`
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- `src/features/crm/quotations/server/service.ts`
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- `src/features/crm/quotations/components/quotation-detail.tsx`
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- `src/app/api/crm/quotations/[id]/approved-pdf/route.ts`
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- `scripts/seed-task-h1-fixture.js`
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- `docs/implementation/technical-debt.md`
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- `docs/adr/0009-approved-document-storage-lifecycle.md`
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## 3. Storage Provider Added
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Added a storage foundation under `src/features/foundation/storage/**`.
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Providers:
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- local provider for development
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- S3 / MinIO-compatible provider for production-oriented storage
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Configuration supported:
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- `STORAGE_PROVIDER`
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- `LOCAL_STORAGE_ROOT`
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- `S3_ENDPOINT`
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- `S3_REGION`
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- `S3_BUCKET`
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- `S3_ACCESS_KEY_ID`
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- `S3_SECRET_ACCESS_KEY`
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- `S3_FORCE_PATH_STYLE`
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## 4. Artifact Schema Added
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Added `crm_document_artifacts` with:
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- organization/entity identity
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- document and artifact types
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- template version reference
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- storage provider and storage key
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- file metadata
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- checksum
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- lifecycle status
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- generated / locked / voided metadata
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- JSON metadata payload
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Added `approved_artifact_id` to `crm_quotations`.
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## 5. Approved PDF Refactor
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Approved quotation PDFs now:
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- write through `StorageProvider.putObject()`
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- persist checksum via SHA-256
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- create a `crm_document_artifacts` row
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- lock the artifact after generation
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- update quotation `approvedArtifactId`
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- keep `approvedPdfUrl` as compatibility reference in `artifact:<artifactId>` form
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Rules enforced:
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- only approved quotations can generate approved PDF
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- locked approved artifacts cannot be overwritten
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- existing active approved artifact blocks silent regeneration
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## 6. Secure Download Added
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Added secure artifact route:
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- `GET /api/crm/document-artifacts/[id]/download`
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Updated quotation approved-PDF flow so secure reads resolve artifact metadata from the database and fetch bytes through the storage provider instead of treating public file paths as source of truth.
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## 7. UI Updated
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Quotation detail now shows approved artifact metadata when available:
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- file name
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- generated by
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- generated at
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- checksum short form
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- locked status badge
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It also shows a legacy warning when a quotation still references old `/generated/...` storage without an artifact record.
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## 8. Permissions Added
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- `crm.document_artifact.read`
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- `crm.document_artifact.download`
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- `crm.document_artifact.void`
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Defaults were added alongside the existing quotation PDF permissions in RBAC role derivation.
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## 9. Audit Integration
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Artifact service now audits:
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- `create`
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- `lock`
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- `void`
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- `download`
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Entity type:
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- `crm_document_artifact`
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## 10. Compatibility Notes
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Compatibility behavior now supports:
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- `approvedArtifactId` when present
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- `approvedPdfUrl = artifact:<artifactId>` during migration
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- legacy `/generated/...` approved PDF paths with warning fallback
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Task I intentionally does not bulk-migrate legacy files yet.
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## 11. Remaining Risks
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- artifact void/regeneration still has no admin UI workflow
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- legacy approved PDFs still need one-time migration into artifact storage
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- signed-URL delivery is not enabled yet; downloads are still server-streamed
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- storage-provider health and bucket policy checks are still operational concerns outside the app
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## 12. Task J Readiness
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Task I leaves the app ready for:
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- richer artifact lifecycle tooling
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- legacy-file migration command
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- object-storage rollout beyond local development
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- future secure delivery strategies such as signed URLs
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## 13. Verification
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- `npx tsc --noEmit`
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- `npm run gen`
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@@ -3,136 +3,242 @@
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## After Task D
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### Database foreign keys
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Customer, contact, and enquiry relationships are still enforced mainly in application logic.
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Future:
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- add FK constraints after the CRM schema settles
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- review cascade behavior before enabling hard relational enforcement
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### Date input UX
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Several forms still use plain `YYYY-MM-DD` text/date inputs.
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Future:
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- move to a shared date picker pattern
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- standardize timezone handling for CRM forms
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### Related enquiry pagination
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Customer detail can show related enquiries, but that view still has no dedicated pagination strategy.
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Future:
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- add paging once real data volume grows
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### Follow-up activity timeline
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Activity history still relies heavily on audit payloads instead of a curated domain timeline.
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Future:
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- build a combined activity view/service for CRM interactions
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## After Task D.1
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### Enquiry Own / Assigned Scope
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Current:
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sales role ยังอ่าน enquiry ในระดับ organization scope
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Future:
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เพิ่ม server-side policy:
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- sales เห็นเฉพาะ enquiry ที่ตัวเองสร้าง
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- หรือ enquiry ที่ assigned ให้ตัวเอง
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- sales_manager เห็นทั้งทีม
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Priority:
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High
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### Legacy Business Role Backfill
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Current:
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ระบบ runtime ใช้ CRM businessRole แล้ว แต่ DB เก่าอาจยังมี role จาก IT-CENTER
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Future:
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ทำ one-time migration/backfill script สำหรับ memberships.businessRole
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Priority:
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Medium
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## After Task E
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### Mixed tax rollup
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Quotation items support per-line tax input, but summary calculation still assumes a header-centric tax model.
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Future:
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- support mixed-tax aggregation from actual item rows
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- align document totals and reporting with per-line tax logic
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||||
### Attachment storage abstraction
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||||
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Quotation attachments started as metadata-only and approved PDFs now write to local disk, but there is still no real storage abstraction.
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Future:
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- introduce a provider abstraction
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- support upload/download lifecycle consistently across manual attachments and generated artifacts
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- define migration strategy for existing local/public paths
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### Revision snapshot coverage
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Revision copy currently focuses on quotation header, items, customers, and topics.
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||||
Future:
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||||
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||||
- decide whether follow-ups and attachments belong in revision snapshots
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||||
- define immutable vs mutable child-data behavior across revisions
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||||
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||||
### CRM foreign keys
|
||||
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||||
Core CRM tables still depend on organization-scoped validation in service code.
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||||
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||||
Future:
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||||
|
||||
- add FK constraints after schema churn slows down
|
||||
- review delete and soft-delete interactions first
|
||||
|
||||
## After Task F
|
||||
|
||||
### Permission sync for existing memberships
|
||||
|
||||
New permissions are defined in code, but old membership rows may still hold stale permission arrays.
|
||||
|
||||
Future:
|
||||
|
||||
- add a permission sync/backfill command
|
||||
- provide admin tooling for role and permission maintenance
|
||||
|
||||
### Approval workflow configuration UI
|
||||
|
||||
Approval workflows are seeded and usable, but still not configurable from the dashboard.
|
||||
|
||||
Future:
|
||||
|
||||
- build workflow setup screens
|
||||
- add step editing and role mapping management
|
||||
|
||||
### Approval notifications
|
||||
|
||||
Approval flow has no queue-backed notification channel yet.
|
||||
|
||||
Future:
|
||||
|
||||
- add notification jobs
|
||||
- support reminders and escalation policy
|
||||
|
||||
## After Task G
|
||||
|
||||
### Document mapping editor
|
||||
|
||||
Template mappings are seeded and readable, but not manageable from UI.
|
||||
|
||||
Future:
|
||||
|
||||
- add mapping CRUD for admins
|
||||
- support table column editing
|
||||
- add draft/publish template workflow
|
||||
|
||||
### Product-specific template resolution
|
||||
|
||||
Quotation document template resolution still defaults to a coarse product selection strategy.
|
||||
|
||||
Future:
|
||||
|
||||
- define clearer rules for crane, dock door, solar, and service-specific templates
|
||||
|
||||
## After Task H / H.1
|
||||
|
||||
### Font compatibility fallback
|
||||
|
||||
PDF generation now uses vendored Cordia TTF files from `public/fonts`, which fixed the TTC runtime issue, but generator-side fallback normalization still remains as a safety net.
|
||||
|
||||
Future:
|
||||
|
||||
- keep validating Thai text metrics against designer output
|
||||
- remove fallback normalization only after render parity is proven stable
|
||||
|
||||
### Local filesystem storage
|
||||
|
||||
Approved PDFs currently persist under `public/generated/quotations/<organizationId>/`.
|
||||
|
||||
Future:
|
||||
|
||||
- replace local public storage for production with object storage
|
||||
- add signed/private delivery where required
|
||||
- define backup and cleanup expectations
|
||||
|
||||
### Approved artifact immutability
|
||||
|
||||
Approved PDF persistence exists, but the lifecycle is not immutable by policy yet.
|
||||
|
||||
Future:
|
||||
|
||||
- define whether regeneration is allowed after approval
|
||||
- version approved artifacts explicitly if regeneration must remain possible
|
||||
- document which snapshot fields are contractual records
|
||||
|
||||
### Post-approval automation
|
||||
|
||||
Approved PDF generation is still manual by design.
|
||||
|
||||
Future:
|
||||
|
||||
- add a non-blocking auto-generation hook after final approval
|
||||
- move heavy generation/retry behavior to a background job when needed
|
||||
|
||||
### PDF pipeline test coverage
|
||||
|
||||
Task H.1 added dev fixture and HTTP verification scripts, but there is still no CI-backed E2E coverage for the PDF pipeline.
|
||||
|
||||
Future:
|
||||
|
||||
- promote fixture verification into automated test coverage
|
||||
- add regression checks for template mappings, storage persistence, and permission enforcement
|
||||
|
||||
## After Task I
|
||||
|
||||
### Storage provider production rollout
|
||||
|
||||
Task I introduced a storage provider abstraction with local and S3/MinIO-compatible implementations, but the production rollout still depends on environment configuration and infrastructure ownership outside the app.
|
||||
|
||||
Future:
|
||||
|
||||
- validate real bucket policies, credentials rotation, and environment separation
|
||||
- add operational runbooks for provider misconfiguration and storage outage handling
|
||||
- add smoke checks for startup-time storage provider health
|
||||
|
||||
### Legacy approved PDF migration
|
||||
|
||||
Task I keeps compatibility for legacy `public/generated/...` approved PDFs, but those legacy files are still outside the new artifact source-of-truth model.
|
||||
|
||||
Future:
|
||||
|
||||
- add a one-time migration script from legacy local paths into `crm_document_artifacts`
|
||||
- backfill `approvedArtifactId` where possible
|
||||
- remove legacy compatibility once migration is complete and verified
|
||||
|
||||
### Artifact lifecycle policy depth
|
||||
|
||||
Approved artifacts are now immutable-first and locked after generation, but void/regeneration policy is still service-level rather than a full operator workflow.
|
||||
|
||||
Future:
|
||||
|
||||
- add explicit admin tooling for artifact void and replacement flows
|
||||
- define whether artifact voiding also clears or supersedes quotation-facing references automatically
|
||||
- document retention expectations for voided objects in object storage
|
||||
|
||||
### Secure artifact delivery model
|
||||
|
||||
Approved-PDF viewing now goes through secure server routes and storage-backed reads, but signed-url/offload behavior is not yet used.
|
||||
|
||||
Future:
|
||||
|
||||
- decide when direct signed URLs are acceptable versus mandatory server streaming
|
||||
- add response caching strategy for large artifact downloads
|
||||
- evaluate optional download-audit sampling if volume grows
|
||||
|
||||
Reference in New Issue
Block a user