task-g

docs/implementation/task-g-document-preview-foundation.md

@@ -0,0 +1,125 @@
+# Task G - Quotation Document Preview Foundation
+
+## Files Added
+
+- `src/features/foundation/document-template/types.ts`
+- `src/features/foundation/document-template/service.ts`
+- `src/features/foundation/document-template/queries.ts`
+- `src/features/foundation/document-template/mutations.ts`
+- `src/features/foundation/document-template/server/service.ts`
+- `src/features/foundation/document-template/components/template-settings.tsx`
+- `src/features/crm/quotations/document/types.ts`
+- `src/features/crm/quotations/document/service.ts`
+- `src/features/crm/quotations/document/queries.ts`
+- `src/features/crm/quotations/document/server/service.ts`
+- `src/features/crm/quotations/components/quotation-document-preview.tsx`
+- `src/app/api/crm/quotations/[id]/document-data/route.ts`
+- `src/app/api/crm/quotations/[id]/document-preview/route.ts`
+- `src/app/api/crm/document-templates/route.ts`
+- `src/app/api/crm/document-templates/[id]/route.ts`
+- `src/app/api/crm/document-templates/[id]/versions/route.ts`
+- `drizzle/0006_worried_mordo.sql`
+
+## Files Modified
+
+- `src/db/schema.ts`
+- `src/db/seeds/foundation.seed.ts`
+- `src/lib/auth/rbac.ts`
+- `src/config/nav-config.ts`
+- `src/app/dashboard/crm/settings/templates/page.tsx`
+- `src/app/dashboard/crm/quotations/[id]/page.tsx`
+- `src/features/crm/quotations/components/quotation-detail.tsx`
+- `src/features/crm/quotations/api/mutations.ts`
+- `src/features/foundation/approval/mutations.ts`
+- `docs/implementation/technical-debt.md`
+
+## Schema Added
+
+- `crm_document_templates`
+- `crm_document_template_versions`
+- `crm_document_template_mappings`
+- `crm_document_template_table_columns`
+
+## API Routes Added
+
+- `GET /api/crm/quotations/[id]/document-data`
+- `GET /api/crm/quotations/[id]/document-preview`
+- `GET/POST /api/crm/document-templates`
+- `GET/PATCH/DELETE /api/crm/document-templates/[id]`
+- `GET/POST /api/crm/document-templates/[id]/versions`
+
+## Preview UI Added
+
+- Replaced quotation `Document Preview` placeholder with a production preview tab backed by real quotation data, template resolution, and mapped preview payloads.
+- Added watermark/status behavior for non-approved quotations through normalized `watermarkStatus`.
+- Preview now shows:
+  - quotation header
+  - customer block
+  - project info
+  - items table
+  - price summary
+  - scope / exclusion / payment topics
+  - approval block
+  - signature placeholders
+
+## Template Settings UI Added
+
+- Replaced `/dashboard/crm/settings/templates` placeholder with a production listing page.
+- Current UI is intentionally lightweight and read-focused:
+  - template name and description
+  - default badge
+  - active/inactive badge
+  - file type
+  - latest version
+  - version count
+  - mapping count
+
+## Template Seed Added
+
+- Foundation seed now upserts a default quotation `pdfme` template per organization.
+- Seed picks template JSON by organization name:
+  - `ALLA_template_pdfme_fainal3.json`
+  - `ONVALLA_template_pdfme_fainal3.json`
+- If the organization name does not match either branch, the seed falls back to a minimal schema payload.
+- Seed also creates baseline placeholder mappings and a table mapping for quotation line items.
+
+## Mapping Resolver Added
+
+- `resolveTemplateForDocument()`
+- `resolveTemplateMappings()`
+- `mapDocumentDataToTemplateInput()`
+
+Behavior:
+
+- resolves by `documentType + productType + fileType`
+- falls back to `default` product type when no specific product template exists
+- maps dot-path source fields into scalar, multiline, or table-ready template input
+
+## Approved Snapshot Prep Added
+
+- `prepareApprovedQuotationSnapshot(quotationId, organizationId)`
+
+Output contains:
+
+- `quotationId`
+- `approvedAt`
+- `documentData`
+- `templateVersionId`
+- `templateInput`
+
+## Remaining Risks
+
+- Mapping CRUD UI is not implemented yet, so template mappings remain seed-driven and read-only.
+- `pdfme` preview is not canvas-accurate rendering; current preview is an application-native document view using the normalized document snapshot.
+- Template resolution currently uses `productType: default` for quotation preview. Product-specific template selection can be added later once the business rule is finalized.
+- No binary PDF generation, storage, or approved PDF URL persistence yet.
+
+## Task H Readiness
+
+Task G leaves the repo ready for:
+
+- actual `pdfme` generation service integration
+- approved PDF snapshot persistence
+- template version publishing workflow
+- mapping editor or admin maintenance UI
+- product-specific template resolution rules

docs/implementation/technical-debt.md

@@ -140,3 +140,53 @@ Future:
 Priority:
 
 * High
+
+## After Task F
+
+### Approval Permission Sync
+Existing memberships may not automatically receive new approval permissions.
+
+Future:
+- add permission sync script
+- admin UI for role/permission management
+
+### Approval Workflow Config UI
+Approval workflow is seeded but not configurable from UI.
+
+Future:
+- workflow setup screen
+- step editor
+- approver role mapping
+
+### Approval Notification
+Approval workflow has no email/line notification yet.
+
+Future:
+- notification queue
+- approval reminder
+
+## After Task G
+
+### Document Mapping Editor
+Template mappings are seeded and readable, but not yet manageable from UI.
+
+Future:
+- mapping CRUD UI
+- table column editor
+- publish/draft template workflow
+
+### pdfme Render Parity
+Document preview is application-native, not pixel-perfect `pdfme` rendering.
+
+Future:
+- server-side pdfme render pipeline
+- preview image generation
+- schema validation against live template versions
+
+### Approved PDF Persistence
+Approved snapshot preparation exists, but no binary file generation or storage write-back yet.
+
+Future:
+- approved PDF generator
+- storage abstraction
+- immutable approved artifact URL on quotation