task-g

src/app/api/crm/document-templates/[id]/route.ts

@@ -0,0 +1,119 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+import { auditDelete, auditUpdate } from '@/features/foundation/audit-log/service';
+import {
+  getDocumentTemplate,
+  softDeleteDocumentTemplate,
+  updateDocumentTemplate
+} 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 documentTemplateSchema = z.object({
+  documentType: z.string().min(1).optional(),
+  productType: z.string().min(1).optional(),
+  fileType: z.string().min(1).optional(),
+  templateName: z.string().min(1).optional(),
+  description: z.string().optional().nullable(),
+  isDefault: z.boolean().optional(),
+  isActive: z.boolean().optional()
+});
+
+export async function GET(_request: NextRequest, { params }: Params) {
+  try {
+    const { id } = await params;
+    const { organization } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmDocumentTemplateRead
+    });
+    const template = await getDocumentTemplate(id, organization.id);
+
+    return NextResponse.json({
+      success: true,
+      time: new Date().toISOString(),
+      message: 'Document template loaded successfully',
+      template
+    });
+  } 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 template' }, { status: 500 });
+  }
+}
+
+export async function PATCH(request: NextRequest, { params }: Params) {
+  try {
+    const { id } = await params;
+    const { organization, session } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmDocumentTemplateUpdate
+    });
+    const payload = documentTemplateSchema.parse(await request.json());
+    const before = await getDocumentTemplate(id, organization.id);
+    const updated = await updateDocumentTemplate(id, organization.id, session.user.id, payload);
+
+    await auditUpdate({
+      organizationId: organization.id,
+      userId: session.user.id,
+      entityType: 'crm_document_template',
+      entityId: id,
+      beforeData: before,
+      afterData: updated
+    });
+
+    return NextResponse.json({
+      success: true,
+      message: 'Document template 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' }, { status: 500 });
+  }
+}
+
+export async function DELETE(_request: NextRequest, { params }: Params) {
+  try {
+    const { id } = await params;
+    const { organization, session } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmDocumentTemplateDelete
+    });
+    const before = await getDocumentTemplate(id, organization.id);
+    const updated = await softDeleteDocumentTemplate(id, organization.id, session.user.id);
+
+    await auditDelete({
+      organizationId: organization.id,
+      userId: session.user.id,
+      entityType: 'crm_document_template',
+      entityId: id,
+      beforeData: before,
+      afterData: updated
+    });
+
+    return NextResponse.json({
+      success: true,
+      message: 'Document template 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' }, { status: 500 });
+  }
+}

src/app/api/crm/document-templates/[id]/versions/route.ts

@@ -0,0 +1,81 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+import { auditCreate } from '@/features/foundation/audit-log/service';
+import {
+  createDocumentTemplateVersion,
+  listDocumentTemplateVersions
+} 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),
+  filePath: z.string().optional().nullable(),
+  schemaJson: z.unknown(),
+  previewImageUrl: z.string().optional().nullable(),
+  isActive: z.boolean().optional()
+});
+
+export async function GET(_request: NextRequest, { params }: Params) {
+  try {
+    const { id } = await params;
+    const { organization } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmDocumentTemplateRead
+    });
+    const items = await listDocumentTemplateVersions(id, organization.id);
+
+    return NextResponse.json({
+      success: true,
+      time: new Date().toISOString(),
+      message: 'Document template versions 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 template versions' }, { status: 500 });
+  }
+}
+
+export async function POST(request: NextRequest, { params }: Params) {
+  try {
+    const { id } = await params;
+    const { organization, session } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmDocumentTemplateUpdate
+    });
+    const payload = versionSchema.parse(await request.json());
+    const created = await createDocumentTemplateVersion(id, organization.id, session.user.id, payload);
+
+    await auditCreate({
+      organizationId: organization.id,
+      userId: session.user.id,
+      entityType: 'crm_document_template_version',
+      entityId: created.id,
+      afterData: created
+    });
+
+    return NextResponse.json({
+      success: true,
+      message: 'Document template version 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 version' }, { status: 500 });
+  }
+}

src/app/api/crm/document-templates/route.ts

@@ -0,0 +1,82 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { z } from 'zod';
+import { auditCreate } from '@/features/foundation/audit-log/service';
+import {
+  createDocumentTemplate,
+  listDocumentTemplates
+} from '@/features/foundation/document-template/server/service';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
+
+const documentTemplateSchema = z.object({
+  documentType: z.string().min(1),
+  productType: z.string().min(1),
+  fileType: z.string().min(1),
+  templateName: z.string().min(1),
+  description: z.string().optional().nullable(),
+  isDefault: z.boolean().optional(),
+  isActive: z.boolean().optional()
+});
+
+export async function GET(request: NextRequest) {
+  try {
+    const { organization } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmDocumentTemplateRead
+    });
+    const { searchParams } = request.nextUrl;
+    const items = await listDocumentTemplates(organization.id, {
+      documentType: searchParams.get('documentType') ?? undefined,
+      fileType: searchParams.get('fileType') ?? undefined,
+      isActive: searchParams.get('isActive') ?? undefined
+    });
+
+    return NextResponse.json({
+      success: true,
+      time: new Date().toISOString(),
+      message: 'Document templates 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 templates' }, { status: 500 });
+  }
+}
+
+export async function POST(request: NextRequest) {
+  try {
+    const { organization, session } = await requireOrganizationAccess({
+      permission: PERMISSIONS.crmDocumentTemplateCreate
+    });
+    const payload = documentTemplateSchema.parse(await request.json());
+    const created = await createDocumentTemplate(organization.id, session.user.id, payload);
+
+    await auditCreate({
+      organizationId: organization.id,
+      userId: session.user.id,
+      entityType: 'crm_document_template',
+      entityId: created.id,
+      afterData: created
+    });
+
+    return NextResponse.json({
+      success: true,
+      message: 'Document template 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' }, { status: 500 });
+  }
+}

src/app/api/crm/quotations/[id]/document-data/route.ts

@@ -0,0 +1,33 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { buildQuotationDocumentData } from '@/features/crm/quotations/document/server/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.crmQuotationDocumentPreview
+    });
+    const documentData = await buildQuotationDocumentData(id, organization.id);
+
+    return NextResponse.json({
+      success: true,
+      time: new Date().toISOString(),
+      message: 'Quotation document data loaded successfully',
+      documentData
+    });
+  } 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 quotation document data' }, { status: 500 });
+  }
+}

src/app/api/crm/quotations/[id]/document-preview/route.ts

@@ -0,0 +1,33 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { getQuotationDocumentPreviewData } from '@/features/crm/quotations/document/server/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.crmQuotationDocumentPreview
+    });
+    const preview = await getQuotationDocumentPreviewData(id, organization.id);
+
+    return NextResponse.json({
+      success: true,
+      time: new Date().toISOString(),
+      message: 'Quotation document 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 load quotation document preview' }, { status: 500 });
+  }
+}

src/app/dashboard/crm/quotations/[id]/page.tsx

@@ -1,6 +1,7 @@
 import { auth } from '@/auth';
 import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
+import { quotationDocumentPreviewOptions } from '@/features/crm/quotations/document/queries';
 import {
   quotationAttachmentsOptions,
   quotationByIdOptions,
@@ -85,6 +86,11 @@ export default async function QuotationDetailRoute({ params }: PageProps) {
         session.user.activePermissions.includes(PERMISSIONS.crmApprovalReturn)));
   const isOrgAdmin =
     session?.user?.systemRole === 'super_admin' || session?.user?.activeMembershipRole === 'admin';
+  const canPreviewDocument =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmQuotationDocumentPreview)));
   const queryClient = getQueryClient();
 
   if (canRead) {
@@ -102,6 +108,9 @@ export default async function QuotationDetailRoute({ params }: PageProps) {
         limit: 20
       })
     );
+    if (canPreviewDocument) {
+      void queryClient.prefetchQuery(quotationDocumentPreviewOptions(id));
+    }
   }
 
   const referenceData =
@@ -139,6 +148,7 @@ export default async function QuotationDetailRoute({ params }: PageProps) {
             activeBusinessRole={session?.user?.activeBusinessRole ?? null}
             isOrgAdmin={isOrgAdmin}
             currentUserId={session?.user?.id ?? ''}
+            canPreviewDocument={canPreviewDocument}
           />
         </HydrationBoundary>
       ) : null}

src/app/dashboard/crm/settings/templates/page.tsx

@@ -1,19 +1,42 @@
+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 { TemplateSettings } from '@/features/foundation/document-template/components/template-settings';
+import { documentTemplatesQueryOptions } from '@/features/foundation/document-template/queries';
+import { PERMISSIONS } from '@/lib/auth/rbac';
+import { getQueryClient } from '@/lib/query-client';
+
+export default async function TemplatesRoute() {
+  const session = await auth();
+  const canRead =
+    session?.user?.systemRole === 'super_admin' ||
+    (!!session?.user?.activeOrganizationId &&
+      (session.user.activeMembershipRole === 'admin' ||
+        session.user.activePermissions.includes(PERMISSIONS.crmDocumentTemplateRead)));
+  const queryClient = getQueryClient();
+
+  if (canRead) {
+    void queryClient.prefetchQuery(
+      documentTemplatesQueryOptions({ documentType: 'quotation', fileType: 'pdfme' })
+    );
+  }
 
-export default function TemplatesRoute() {
   return (
     <PageContainer
       pageTitle='Quotation Templates'
-      pageDescription='Template management is not part of the production path yet and no longer depends on legacy demo services.'
+      pageDescription='Template metadata, versions, and mapping counts for production quotation documents.'
+      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 templates.
+        </div>
+      }
     >
-      <CrmProductionPlaceholder
-        title='Template management pending'
-        summary='The placeholder quotation template demo has been isolated away from the production CRM route tree.'
-        foundationItems={['Master options foundation', 'Sequence foundation', 'Audit foundation']}
-        nextStep='Introduce template persistence only when the production quotation/PDF flow is designed.'
-        demoHref='/dashboard/crm-demo/settings/templates'
-      />
+      {canRead ? (
+        <HydrationBoundary state={dehydrate(queryClient)}>
+          <TemplateSettings />
+        </HydrationBoundary>
+      ) : null}
     </PageContainer>
   );
 }