task-g
This commit is contained in:
phaichayon
359
src/features/crm/quotations/document/server/service.ts
Normal file
359
src/features/crm/quotations/document/server/service.ts
Normal file
@@ -0,0 +1,359 @@
|
||||
import { and, eq, inArray, isNull } from 'drizzle-orm';
|
||||
import {
|
||||
crmCustomerContacts,
|
||||
crmCustomers,
|
||||
crmQuotations,
|
||||
organizations,
|
||||
users
|
||||
} from '@/db/schema';
|
||||
import { db } from '@/lib/db';
|
||||
import { AuthError } from '@/lib/auth/session';
|
||||
import { listApprovalRequests, getApprovalRequest } from '@/features/foundation/approval/server/service';
|
||||
import {
|
||||
mapDocumentDataToTemplateInput,
|
||||
resolveTemplateForDocument,
|
||||
resolveTemplateMappings
|
||||
} from '@/features/foundation/document-template/server/service';
|
||||
import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
|
||||
import {
|
||||
getQuotationDetail,
|
||||
listQuotationCustomers,
|
||||
listQuotationItems,
|
||||
listQuotationTopics
|
||||
} from '@/features/crm/quotations/server/service';
|
||||
import type {
|
||||
ApprovedQuotationSnapshot,
|
||||
QuotationDocumentApprovalStep,
|
||||
QuotationDocumentData
|
||||
} from '../types';
|
||||
|
||||
const DOCUMENT_OPTION_CATEGORIES = {
|
||||
branch: 'crm_branch',
|
||||
status: 'crm_quotation_status',
|
||||
quotationType: 'crm_quotation_type',
|
||||
currency: 'crm_currency',
|
||||
discountType: 'crm_discount_type',
|
||||
unit: 'crm_unit',
|
||||
customerRole: 'crm_quotation_customer_role',
|
||||
productType: 'crm_product_type'
|
||||
} as const;
|
||||
|
||||
function toRevisionLabel(revision: number) {
|
||||
return `R${String(revision).padStart(2, '0')}`;
|
||||
}
|
||||
|
||||
async function assertQuotationDocumentAccess(quotationId: string, organizationId: string) {
|
||||
const [quotation] = await db
|
||||
.select()
|
||||
.from(crmQuotations)
|
||||
.where(
|
||||
and(
|
||||
eq(crmQuotations.id, quotationId),
|
||||
eq(crmQuotations.organizationId, organizationId),
|
||||
isNull(crmQuotations.deletedAt)
|
||||
)
|
||||
)
|
||||
.limit(1);
|
||||
|
||||
if (!quotation) {
|
||||
throw new AuthError('Quotation not found', 404);
|
||||
}
|
||||
|
||||
return quotation;
|
||||
}
|
||||
|
||||
function findOptionLabel(
|
||||
options: Array<{ id: string; code: string; label: string }>,
|
||||
id: string | null | undefined
|
||||
) {
|
||||
return id ? options.find((option) => option.id === id)?.label ?? null : null;
|
||||
}
|
||||
|
||||
function findOptionCode(
|
||||
options: Array<{ id: string; code: string; label: string }>,
|
||||
id: string | null | undefined
|
||||
) {
|
||||
return id ? options.find((option) => option.id === id)?.code ?? null : null;
|
||||
}
|
||||
|
||||
export async function buildQuotationDocumentData(
|
||||
quotationId: string,
|
||||
organizationId: string
|
||||
): Promise<QuotationDocumentData> {
|
||||
const quotation = await assertQuotationDocumentAccess(quotationId, organizationId);
|
||||
const [
|
||||
company,
|
||||
quotationDetail,
|
||||
items,
|
||||
quotationCustomers,
|
||||
topics,
|
||||
branchOptions,
|
||||
statusOptions,
|
||||
quotationTypeOptions,
|
||||
currencyOptions,
|
||||
discountTypeOptions,
|
||||
unitOptions,
|
||||
customerRoleOptions,
|
||||
productTypeOptions,
|
||||
approvalRequests
|
||||
] = await Promise.all([
|
||||
db
|
||||
.select()
|
||||
.from(organizations)
|
||||
.where(eq(organizations.id, organizationId))
|
||||
.then((rows) => rows[0] ?? null),
|
||||
getQuotationDetail(quotationId, organizationId),
|
||||
listQuotationItems(quotationId, organizationId),
|
||||
listQuotationCustomers(quotationId, organizationId),
|
||||
listQuotationTopics(quotationId, organizationId),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.branch, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.status, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.quotationType, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.currency, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.discountType, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.unit, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.customerRole, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.productType, { organizationId }),
|
||||
listApprovalRequests(organizationId, { entityType: 'quotation', entityId: quotationId, limit: 20 })
|
||||
]);
|
||||
|
||||
if (!company) {
|
||||
throw new AuthError('Organization not found', 404);
|
||||
}
|
||||
|
||||
const [customer, contact, relatedCustomers, preparer] = await Promise.all([
|
||||
db
|
||||
.select()
|
||||
.from(crmCustomers)
|
||||
.where(
|
||||
and(
|
||||
eq(crmCustomers.id, quotation.customerId),
|
||||
eq(crmCustomers.organizationId, organizationId),
|
||||
isNull(crmCustomers.deletedAt)
|
||||
)
|
||||
)
|
||||
.then((rows) => rows[0] ?? null),
|
||||
quotation.contactId
|
||||
? db
|
||||
.select()
|
||||
.from(crmCustomerContacts)
|
||||
.where(
|
||||
and(
|
||||
eq(crmCustomerContacts.id, quotation.contactId),
|
||||
eq(crmCustomerContacts.organizationId, organizationId),
|
||||
isNull(crmCustomerContacts.deletedAt)
|
||||
)
|
||||
)
|
||||
.then((rows) => rows[0] ?? null)
|
||||
: Promise.resolve(null),
|
||||
quotationCustomers.length
|
||||
? db
|
||||
.select({ id: crmCustomers.id, code: crmCustomers.code, name: crmCustomers.name })
|
||||
.from(crmCustomers)
|
||||
.where(
|
||||
and(
|
||||
eq(crmCustomers.organizationId, organizationId),
|
||||
inArray(
|
||||
crmCustomers.id,
|
||||
quotationCustomers.map((item) => item.customerId)
|
||||
),
|
||||
isNull(crmCustomers.deletedAt)
|
||||
)
|
||||
)
|
||||
: Promise.resolve([]),
|
||||
db
|
||||
.select({ id: users.id, name: users.name })
|
||||
.from(users)
|
||||
.where(eq(users.id, quotation.createdBy))
|
||||
.then((rows) => rows[0] ?? null)
|
||||
]);
|
||||
|
||||
if (!customer) {
|
||||
throw new AuthError('Customer not found', 404);
|
||||
}
|
||||
|
||||
const approvalRequest = approvalRequests.items.find((item) => item.status === 'approved') ?? approvalRequests.items[0] ?? null;
|
||||
const approvalDetail = approvalRequest
|
||||
? await getApprovalRequest(approvalRequest.id, organizationId)
|
||||
: null;
|
||||
const branch = branchOptions.find((option) => option.id === quotation.branchId) ?? null;
|
||||
const relatedCustomerMap = new Map(relatedCustomers.map((item) => [item.id, item]));
|
||||
const statusCode = findOptionCode(statusOptions, quotation.status);
|
||||
const statusLabel = findOptionLabel(statusOptions, quotation.status);
|
||||
const approvalApprovers: QuotationDocumentApprovalStep[] =
|
||||
approvalDetail?.timeline
|
||||
.filter((item) => ['approve', 'reject', 'return'].includes(item.action))
|
||||
.map((item) => {
|
||||
const step = approvalDetail.steps.find((candidate) => candidate.stepNumber === item.stepNumber);
|
||||
return {
|
||||
stepNumber: item.stepNumber,
|
||||
roleCode: step?.roleCode ?? '',
|
||||
roleName: step?.roleName ?? `Step ${item.stepNumber}`,
|
||||
action: item.action,
|
||||
actorName: item.actorName,
|
||||
actedAt: item.actedAt,
|
||||
remark: item.remark
|
||||
};
|
||||
}) ?? [];
|
||||
|
||||
return {
|
||||
company: {
|
||||
id: company.id,
|
||||
name: company.name,
|
||||
slug: company.slug,
|
||||
imageUrl: company.imageUrl,
|
||||
plan: company.plan
|
||||
},
|
||||
branch: branch
|
||||
? {
|
||||
id: branch.id,
|
||||
code: branch.code,
|
||||
label: branch.label,
|
||||
value: branch.value
|
||||
}
|
||||
: null,
|
||||
customer: {
|
||||
id: customer.id,
|
||||
code: customer.code,
|
||||
name: customer.name,
|
||||
address: customer.address,
|
||||
phone: customer.phone,
|
||||
email: customer.email,
|
||||
taxId: customer.taxId
|
||||
},
|
||||
contact: contact
|
||||
? {
|
||||
id: contact.id,
|
||||
name: contact.name,
|
||||
email: contact.email,
|
||||
mobile: contact.mobile,
|
||||
position: contact.position
|
||||
}
|
||||
: null,
|
||||
quotation: {
|
||||
id: quotationDetail.id,
|
||||
code: quotationDetail.code,
|
||||
quotationDate: quotationDetail.quotationDate,
|
||||
validUntil: quotationDetail.validUntil,
|
||||
projectName: quotationDetail.projectName,
|
||||
projectLocation: quotationDetail.projectLocation,
|
||||
attention: quotationDetail.attention,
|
||||
reference: quotationDetail.reference,
|
||||
revision: quotationDetail.revision,
|
||||
revisionLabel: toRevisionLabel(quotationDetail.revision),
|
||||
statusCode,
|
||||
statusLabel,
|
||||
quotationTypeCode: findOptionCode(quotationTypeOptions, quotationDetail.quotationType),
|
||||
quotationTypeLabel: findOptionLabel(quotationTypeOptions, quotationDetail.quotationType),
|
||||
currencyCode: findOptionCode(currencyOptions, quotationDetail.currency),
|
||||
currencyLabel: findOptionLabel(currencyOptions, quotationDetail.currency),
|
||||
exchangeRate: quotationDetail.exchangeRate,
|
||||
subtotal: quotationDetail.subtotal,
|
||||
discount: quotationDetail.discount,
|
||||
discountTypeCode: findOptionCode(discountTypeOptions, quotationDetail.discountType),
|
||||
discountTypeLabel: findOptionLabel(discountTypeOptions, quotationDetail.discountType),
|
||||
taxRate: quotationDetail.taxRate,
|
||||
taxAmount: quotationDetail.taxAmount,
|
||||
totalAmount: quotationDetail.totalAmount,
|
||||
notes: quotationDetail.notes
|
||||
},
|
||||
items: items.map((item) => ({
|
||||
id: item.id,
|
||||
itemNumber: item.itemNumber,
|
||||
productTypeCode: findOptionCode(productTypeOptions, item.productType),
|
||||
productTypeLabel: findOptionLabel(productTypeOptions, item.productType),
|
||||
description: item.description,
|
||||
quantity: item.quantity,
|
||||
unitCode: findOptionCode(unitOptions, item.unit),
|
||||
unitLabel: findOptionLabel(unitOptions, item.unit),
|
||||
unitPrice: item.unitPrice,
|
||||
discount: item.discount,
|
||||
discountTypeCode: findOptionCode(discountTypeOptions, item.discountType),
|
||||
taxRate: item.taxRate,
|
||||
totalPrice: item.totalPrice,
|
||||
notes: item.notes
|
||||
})),
|
||||
quotationCustomers: quotationCustomers.map((item) => ({
|
||||
id: item.id,
|
||||
customerId: item.customerId,
|
||||
customerName: relatedCustomerMap.get(item.customerId)?.name ?? item.customerName,
|
||||
customerCode: relatedCustomerMap.get(item.customerId)?.code ?? item.customerCode,
|
||||
roleCode: item.role,
|
||||
roleLabel: findOptionLabel(customerRoleOptions, item.role),
|
||||
isPrimary: item.isPrimary
|
||||
})),
|
||||
topics: {
|
||||
scope: topics
|
||||
.filter((item) => item.topicType === 'scope')
|
||||
.map((item) => ({ title: item.title, items: item.items.map((child) => child.content) })),
|
||||
exclusion: topics
|
||||
.filter((item) => item.topicType === 'exclusion')
|
||||
.map((item) => ({ title: item.title, items: item.items.map((child) => child.content) })),
|
||||
payment: topics
|
||||
.filter((item) => item.topicType === 'payment')
|
||||
.map((item) => ({ title: item.title, items: item.items.map((child) => child.content) })),
|
||||
other: topics
|
||||
.filter((item) => !['scope', 'exclusion', 'payment'].includes(item.topicType))
|
||||
.map((item) => ({ title: item.title, items: item.items.map((child) => child.content) }))
|
||||
},
|
||||
approval: {
|
||||
requestId: approvalDetail?.request.id ?? null,
|
||||
workflowName: approvalDetail?.workflow.name ?? null,
|
||||
status: approvalDetail?.request.status ?? null,
|
||||
approvedAt:
|
||||
approvalDetail?.request.status === 'approved' ? approvalDetail.request.completedAt : null,
|
||||
currentStep: approvalDetail?.request.currentStep ?? null,
|
||||
currentStepRoleName: approvalDetail?.currentStep?.roleName ?? null,
|
||||
approvers: approvalApprovers
|
||||
},
|
||||
signatures: {
|
||||
preparedBy: preparer?.name ?? null,
|
||||
requestedBy: contact?.name ?? customer.name,
|
||||
salesManager:
|
||||
approvalApprovers.find((item) => item.roleCode === 'sales_manager')?.actorName ?? null,
|
||||
departmentManager:
|
||||
approvalApprovers.find((item) => item.roleCode === 'department_manager')?.actorName ?? null,
|
||||
topManager: approvalApprovers.find((item) => item.roleCode === 'top_manager')?.actorName ?? null
|
||||
},
|
||||
watermarkStatus: statusCode && statusCode !== 'approved' ? statusLabel ?? statusCode : null
|
||||
};
|
||||
}
|
||||
|
||||
export async function getQuotationDocumentPreviewData(
|
||||
quotationId: string,
|
||||
organizationId: string
|
||||
) {
|
||||
const documentData = await buildQuotationDocumentData(quotationId, organizationId);
|
||||
const template = await resolveTemplateForDocument(organizationId, {
|
||||
documentType: 'quotation',
|
||||
productType: 'default',
|
||||
fileType: 'pdfme'
|
||||
});
|
||||
const mappings = await resolveTemplateMappings(template.version.id, organizationId);
|
||||
const templateInput = mapDocumentDataToTemplateInput(
|
||||
documentData as unknown as Record<string, unknown>,
|
||||
mappings
|
||||
);
|
||||
|
||||
return {
|
||||
documentData,
|
||||
template,
|
||||
mappings,
|
||||
templateInput
|
||||
};
|
||||
}
|
||||
|
||||
export async function prepareApprovedQuotationSnapshot(
|
||||
quotationId: string,
|
||||
organizationId: string
|
||||
): Promise<ApprovedQuotationSnapshot> {
|
||||
const preview = await getQuotationDocumentPreviewData(quotationId, organizationId);
|
||||
|
||||
return {
|
||||
quotationId,
|
||||
approvedAt: preview.documentData.approval.approvedAt,
|
||||
documentData: preview.documentData,
|
||||
templateVersionId: preview.template.version.id,
|
||||
templateInput: preview.templateInput
|
||||
};
|
||||
}
|
||||
Reference in New Issue
Block a user