diff --git a/docs/implementation/task-f5-approval-automation-foundation.md b/docs/implementation/task-f5-approval-automation-foundation.md new file mode 100644 index 0000000..12fd9a4 --- /dev/null +++ b/docs/implementation/task-f5-approval-automation-foundation.md @@ -0,0 +1,173 @@ +# Task F5: Approval Automation Foundation + +## Scope Delivered + +- Added approval automation schema for reminder policies and escalation policies. +- Added step timing state to approval requests so automation can reason about the current step safely. +- Added automation scheduler and pending queue monitor on top of the existing approval and notification foundations. +- Added admin APIs and settings pages for reminder and escalation policy management. + +## Data Model + +### Approval request timing + +`crm_approval_requests` now stores: + +- `current_step_started_at` + +This becomes the source of truth for waiting-time, reminder, escalation, and timeout calculations. + +### Reminder policies + +`crm_approval_reminder_policies` + +One policy per workflow step: + +- `workflow_id` +- `step_number` +- `sla_hours` +- `reminder_offsets_hours` +- `calendar_mode` +- `timeout_action` +- `is_active` + +This lets each step define SLA, reminder schedule, and timeout behavior without changing runtime approval ownership. + +### Escalation policies + +`crm_approval_escalation_policies` + +Supports one or more escalation rules per workflow step: + +- `workflow_id` +- `step_number` +- `trigger_after_hours` +- `target_type` +- `target_value` +- `is_active` + +Supported targets: + +- `manager` +- `requester` +- `explicit_user` +- `role` +- `permission_group` + +## Scheduler Model + +Core service: + +- `processApprovalAutomation()` + +Current behavior: + +1. Load pending approval requests. +2. Resolve the current workflow step and timing baseline from `current_step_started_at`. +3. Send reminder events for every configured reminder threshold crossed. +4. Send escalation events for every active escalation threshold crossed. +5. Execute timeout action when SLA is reached. + +The scheduler is safe to rerun because notification publication uses deterministic `dedupeKey` values per request, step, and threshold. + +## Timeout Model + +Supported timeout actions: + +- `none` +- `auto_reject` +- `auto_cancel` +- `auto_escalate` + +Notes: + +- `auto_reject` and `auto_cancel` create approval action history and synchronize entity status. +- `auto_escalate` keeps the approval pending and publishes a timeout notification event to resolved escalation targets. +- This foundation intentionally does not reassign approver ownership or introduce delegation. + +## Notification Integration + +F.5 reuses `publishNotificationEvent()` from the F.4 notification foundation. + +New event types: + +- `approval.reminder` +- `approval.escalated` +- `approval.timeout` + +Channels remain in-app only for now. + +## Queue Monitor + +Core service: + +- `getPendingApprovalQueue()` + +Current queue output includes: + +- pending count +- due today count +- overdue count +- escalated count +- per-request waiting hours +- SLA hours +- remaining hours +- due timestamp + +## APIs + +Added: + +- `GET /api/crm/approval/automation/pending` +- `POST /api/crm/approval/automation/run` +- `GET /api/crm/approval/reminder-policies` +- `POST /api/crm/approval/reminder-policies` +- `PATCH /api/crm/approval/reminder-policies/[id]` +- `DELETE /api/crm/approval/reminder-policies/[id]` +- `GET /api/crm/approval/escalation-policies` +- `POST /api/crm/approval/escalation-policies` +- `PATCH /api/crm/approval/escalation-policies/[id]` +- `DELETE /api/crm/approval/escalation-policies/[id]` + +## UI + +Added settings pages: + +- `/dashboard/crm/settings/approval-reminder-policies` +- `/dashboard/crm/settings/approval-escalation-policies` + +The reminder page also includes: + +- queue monitor cards +- a compact pending queue view +- a manual “Run Automation” action for verification and operations + +## Permissions + +Added: + +- `crm.approval.automation.read` +- `crm.approval.automation.run` +- `crm.approval.reminder.manage` +- `crm.approval.escalation.manage` + +These are grouped under the approval permission section and added to the default CRM admin configuration surface. + +## Audit Events + +F.5 records: + +- `approval_reminder_sent` +- `approval_escalated` +- `approval_timeout` +- `approval_policy_created` +- `approval_policy_updated` +- `approval_policy_deleted` + +## Current Limitations + +- calendar support is `calendar_days` only +- no holiday calendar yet +- no working-hours window yet +- no delegation or vacation replacement yet +- no background cron orchestration yet; manual run endpoint is the current operator entrypoint diff --git a/drizzle/0005_furry_maelstrom.sql b/drizzle/0005_furry_maelstrom.sql new file mode 100644 index 0000000..a154b2e --- /dev/null +++ b/drizzle/0005_furry_maelstrom.sql @@ -0,0 +1,38 @@ +CREATE TABLE "crm_approval_escalation_policies" ( + "id" text PRIMARY KEY NOT NULL, + "organization_id" text NOT NULL, + "workflow_id" text NOT NULL, + "step_number" integer NOT NULL, + "trigger_after_hours" integer NOT NULL, + "target_type" text NOT NULL, + "target_value" text, + "is_active" boolean DEFAULT true NOT NULL, + "created_at" timestamp with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp with time zone DEFAULT now() NOT NULL, + "deleted_at" timestamp with time zone, + "created_by" text NOT NULL, + "updated_by" text NOT NULL +); +--> statement-breakpoint +CREATE TABLE "crm_approval_reminder_policies" ( + "id" text PRIMARY KEY NOT NULL, + "organization_id" text NOT NULL, + "workflow_id" text NOT NULL, + "step_number" integer NOT NULL, + "sla_hours" integer DEFAULT 24 NOT NULL, + "reminder_offsets_hours" integer[] DEFAULT '{}' NOT NULL, + "calendar_mode" text DEFAULT 'calendar_days' NOT NULL, + "timeout_action" text DEFAULT 'none' NOT NULL, + "is_active" boolean DEFAULT true NOT NULL, + "created_at" timestamp with time zone DEFAULT now() NOT NULL, + "updated_at" timestamp with time zone DEFAULT now() NOT NULL, + "deleted_at" timestamp with time zone, + "created_by" text NOT NULL, + "updated_by" text NOT NULL +); +--> statement-breakpoint +ALTER TABLE "crm_approval_requests" ADD COLUMN "current_step_started_at" timestamp with time zone DEFAULT now() NOT NULL;--> statement-breakpoint +ALTER TABLE "crm_approval_steps" ADD COLUMN "sla_hours" integer DEFAULT 24 NOT NULL;--> statement-breakpoint +ALTER TABLE "crm_approval_steps" ADD COLUMN "calendar_mode" text DEFAULT 'calendar_days' NOT NULL;--> statement-breakpoint +ALTER TABLE "crm_approval_steps" ADD COLUMN "timeout_action" text DEFAULT 'none' NOT NULL;--> statement-breakpoint +CREATE UNIQUE INDEX "crm_approval_reminder_policies_workflow_step_idx" ON "crm_approval_reminder_policies" USING btree ("workflow_id","step_number"); \ No newline at end of file diff --git a/drizzle/meta/0005_snapshot.json b/drizzle/meta/0005_snapshot.json new file mode 100644 index 0000000..ba2f651 --- 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+ }, + "created_at": { + "name": "created_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + }, + "updated_at": { + "name": "updated_at", + "type": "timestamp with time zone", + "primaryKey": false, + "notNull": true, + "default": "now()" + } + }, + "indexes": { + "users_email_idx": { + "name": "users_email_idx", + "columns": [ + { + "expression": "email", + "isExpression": false, + "asc": true, + "nulls": "last" + } + ], + "isUnique": true, + "concurrently": false, + "method": "btree", + "with": {} + } + }, + "foreignKeys": {}, + "compositePrimaryKeys": {}, + "uniqueConstraints": {}, + "policies": {}, + "checkConstraints": {}, + "isRLSEnabled": false + } + }, + "enums": {}, + "schemas": {}, + "sequences": {}, + "roles": {}, + "policies": {}, + "views": {}, + "_meta": { + "columns": {}, + "schemas": {}, + "tables": {} + } +} \ No newline at end of file diff --git a/drizzle/meta/_journal.json b/drizzle/meta/_journal.json index 532a84e..fb7afd2 100644 --- a/drizzle/meta/_journal.json +++ b/drizzle/meta/_journal.json @@ -36,6 +36,13 @@ "when": 1782455991734, "tag": "0004_unusual_hairball", "breakpoints": true + }, + { + "idx": 5, + "version": "7", + "when": 1782464526434, + "tag": "0005_furry_maelstrom", + "breakpoints": true } ] } \ No newline at end of file diff --git a/plans/task-f.5.md b/plans/task-f.5.md new file mode 100644 index 0000000..6b05f1f --- /dev/null +++ b/plans/task-f.5.md @@ -0,0 +1,474 @@ +# Task F.5: Approval Automation (Reminder & Escalation) Foundation + +## Status + +Planned + +## Objective + +Build the Approval Automation Foundation that manages reminder scheduling, SLA monitoring, escalation policies, timeout handling, and automatic notification for approval workflows. + +This task extends the Notification Framework (F.4) by introducing time-based automation while keeping approval business logic unchanged. + +The goal is to support: + +* Approval SLA +* Reminder policies +* Escalation policies +* Approval timeout handling +* Automation scheduler +* Approval queue monitoring +* Notification integration + +This task does not implement Email, LINE OA, Webhook delivery, Delegation, Vacation replacement, or Analytics Dashboard. + +--- + +# Mandatory Review + +Review: + +* `AGENTS.md` +* `docs/standards/project-foundations.md` +* `docs/standards/task-catalog.md` +* `docs/implementation/task-f2-approval-matrix-foundation.md` +* `docs/implementation/task-f3-approval-workflow-builder-foundation.md` +* `docs/implementation/task-f4-notification-framework-foundation.md` +* Approval Runtime +* Notification Framework +* CRM Authorization Foundation +* Audit Foundation + +--- + +# Current Foundation + +Already available: + +```txt +Approval Matrix +Approval Workflow Builder +Approval Runtime +Notification Framework +Audit Foundation +``` + +Current limitation: + +```txt +Approval waits forever until someone approves. +``` + +--- + +# Scope F.5.1 Approval SLA + +Each workflow step may define: + +```txt +SLA Hours +Due Date +Reminder Policy +Escalation Policy +Timeout Policy +``` + +Example: + +```txt +Sales Manager + +24 Hours + +Department Manager + +48 Hours + +CEO + +72 Hours +``` + +--- + +# Scope F.5.2 Reminder Policy + +Create: + +```txt +crm_approval_reminder_policies +``` + +Example: + +```txt +Workflow A + +Reminder + +After 1 day + +After 3 days + +After 5 days +``` + +Rules: + +* Multiple reminder points +* Prevent duplicate reminders +* Configurable per workflow + +--- + +# Scope F.5.3 Escalation Policy + +Create: + +```txt +crm_approval_escalation_policies +``` + +Supported targets: + +```txt +Manager +Requester +Explicit User +Role +Permission Group +``` + +Example: + +```txt +After 3 days + +↓ + +Notify Manager + +After 5 days + +↓ + +Escalate Director +``` + +--- + +# Scope F.5.4 Timeout Policy + +Supported actions: + +```txt +None + +Auto Reject + +Auto Cancel + +Auto Escalate +``` + +Timeout actions must be configurable per workflow. + +--- + +# Scope F.5.5 Automation Scheduler + +Create: + +```txt +processApprovalAutomation() +``` + +Responsibilities: + +```txt +Find pending approvals + +↓ + +Calculate SLA + +↓ + +Send reminders + +↓ + +Run escalation + +↓ + +Execute timeout actions + +↓ + +Publish notification events +``` + +Rules: + +* Idempotent +* Safe to execute repeatedly +* Transactional where required + +--- + +# Scope F.5.6 Approval Queue Monitor + +Add service: + +```txt +getPendingApprovalQueue() +``` + +Return: + +```txt +Pending + +Due Today + +Overdue + +Escalated + +Waiting Time + +Remaining SLA +``` + +--- + +# Scope F.5.7 Notification Integration + +Use existing: + +```txt +publishNotificationEvent() +``` + +Events: + +```txt +approval.reminder + +approval.escalated + +approval.timeout +``` + +No direct Email or LINE sending. + +--- + +# Scope F.5.8 Calendar Support + +Prepare business calendar support. + +For now support: + +```txt +Calendar Days +``` + +Future-ready for: + +```txt +Working Days + +Holiday Calendar + +Business Hours +``` + +--- + +# Scope F.5.9 APIs + +Create: + +```txt +GET /api/crm/approval/automation/pending + +POST /api/crm/approval/automation/run + +GET /api/crm/approval/reminder-policies + +POST /api/crm/approval/reminder-policies + +GET /api/crm/approval/escalation-policies + +POST /api/crm/approval/escalation-policies +``` + +Admin only. + +--- + +# Scope F.5.10 UI + +Add settings pages: + +```txt +Approval Reminder Policies + +Approval Escalation Policies +``` + +Features: + +* CRUD policies +* SLA configuration +* Reminder schedule +* Escalation target +* Timeout action + +Use existing design system. + +--- + +# Scope F.5.11 Audit + +Audit actions: + +```txt +approval_reminder_sent + +approval_escalated + +approval_timeout + +approval_policy_created + +approval_policy_updated + +approval_policy_deleted +``` + +--- + +# Scope F.5.12 Permissions + +Verify or add: + +```txt +crm.approval.automation.read + +crm.approval.automation.run + +crm.approval.reminder.manage + +crm.approval.escalation.manage +``` + +--- + +# Documentation + +Create: + +```txt +docs/implementation/task-f5-approval-automation-foundation.md +``` + +Document: + +```txt +SLA model + +Reminder model + +Escalation model + +Timeout model + +Automation scheduler + +Notification integration +``` + +--- + +# Explicit Non-Scope + +Do not implement: + +* SMTP Email +* LINE OA +* Webhook delivery +* Vacation replacement +* Delegate approval +* AI reminder suggestions +* Approval Analytics Dashboard +* Real-time push notifications + +These belong to later tasks. + +--- + +# Verification + +Run: + +```txt +npm exec tsc --noEmit + +npm run build +``` + +Manual verification: + +```txt +Create reminder policy + +Create escalation policy + +Submit approval + +Reminder generated after SLA + +Escalation generated after configured threshold + +Timeout action executes correctly + +Notification created + +Approval remains consistent + +Audit logs created + +Scheduler safe to rerun +``` + +--- + +# Definition of Done + +Task is complete when: + +* Approval SLA exists +* Reminder policies exist +* Escalation policies exist +* Timeout policies exist +* Automation scheduler exists +* Reminder notifications are generated +* Escalation notifications are generated +* Notification Framework is reused +* Audit logs capture automation +* Existing approval flow remains operational + +Result: + +```txt +Approval Automation Foundation = Established + +Reminder Engine = Operational + +Escalation Engine = Operational + +Ready for F.6 Approval Analytics & Dashboard +``` diff --git a/src/app/api/crm/approval/automation/pending/route.ts b/src/app/api/crm/approval/automation/pending/route.ts new file mode 100644 index 0000000..b978dac --- /dev/null +++ b/src/app/api/crm/approval/automation/pending/route.ts @@ -0,0 +1,33 @@ +import { NextResponse } from 'next/server'; +import { getPendingApprovalQueue } from '@/features/foundation/approval-automation/server/service'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { AuthError, requireOrganizationAccess } from '@/lib/auth/session'; + +export async function GET() { + try { + const { organization } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalAutomationRead + }); + const result = await getPendingApprovalQueue(organization.id); + + return NextResponse.json({ + success: true, + time: new Date().toISOString(), + message: 'Pending approval automation queue loaded successfully', + ...result + }); + } 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 pending approval queue' }, + { status: 500 } + ); + } +} diff --git a/src/app/api/crm/approval/automation/run/route.ts b/src/app/api/crm/approval/automation/run/route.ts new file mode 100644 index 0000000..1318b34 --- /dev/null +++ b/src/app/api/crm/approval/automation/run/route.ts @@ -0,0 +1,29 @@ +import { NextResponse } from 'next/server'; +import { processApprovalAutomation } from '@/features/foundation/approval-automation/server/service'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { AuthError, requireOrganizationAccess } from '@/lib/auth/session'; + +export async function POST() { + try { + const { organization, session } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalAutomationRun + }); + const result = await processApprovalAutomation(organization.id, session.user.id); + + return NextResponse.json({ + success: true, + message: 'Approval automation completed successfully', + ...result + }); + } 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 run approval automation' }, { status: 500 }); + } +} diff --git a/src/app/api/crm/approval/escalation-policies/[id]/route.ts b/src/app/api/crm/approval/escalation-policies/[id]/route.ts new file mode 100644 index 0000000..2faf642 --- /dev/null +++ b/src/app/api/crm/approval/escalation-policies/[id]/route.ts @@ -0,0 +1,76 @@ +import { NextRequest, NextResponse } from 'next/server'; +import { z } from 'zod'; +import { + deleteApprovalEscalationPolicy, + updateApprovalEscalationPolicy +} from '@/features/foundation/approval-automation/server/service'; +import { approvalEscalationPolicySchema } from '@/features/foundation/approval-automation/schemas'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { AuthError, requireOrganizationAccess } from '@/lib/auth/session'; + +export async function PATCH( + request: NextRequest, + context: { params: Promise<{ id: string }> } +) { + try { + const { organization, session } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalEscalationManage + }); + const { id } = await context.params; + const payload = approvalEscalationPolicySchema.parse(await request.json()); + await updateApprovalEscalationPolicy(id, organization.id, session.user.id, payload); + + return NextResponse.json({ + success: true, + message: 'Approval escalation policy 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 escalation policy' }, + { status: 500 } + ); + } +} + +export async function DELETE( + _request: NextRequest, + context: { params: Promise<{ id: string }> } +) { + try { + const { organization, session } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalEscalationManage + }); + const { id } = await context.params; + await deleteApprovalEscalationPolicy(id, organization.id, session.user.id); + + return NextResponse.json({ + success: true, + message: 'Approval escalation policy 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 escalation policy' }, + { status: 500 } + ); + } +} diff --git a/src/app/api/crm/approval/escalation-policies/route.ts b/src/app/api/crm/approval/escalation-policies/route.ts new file mode 100644 index 0000000..0aca60a --- /dev/null +++ b/src/app/api/crm/approval/escalation-policies/route.ts @@ -0,0 +1,78 @@ +import { NextRequest, NextResponse } from 'next/server'; +import { z } from 'zod'; +import { + createApprovalEscalationPolicy, + listApprovalEscalationPolicies +} from '@/features/foundation/approval-automation/server/service'; +import { approvalEscalationPolicySchema } from '@/features/foundation/approval-automation/schemas'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { AuthError, requireOrganizationAccess } from '@/lib/auth/session'; + +export async function GET() { + try { + const { organization } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalEscalationManage + }); + const items = await listApprovalEscalationPolicies(organization.id); + + return NextResponse.json({ + success: true, + time: new Date().toISOString(), + message: 'Approval escalation policies 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 escalation policies' }, + { status: 500 } + ); + } +} + +export async function POST(request: NextRequest) { + try { + const { organization, session } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalEscalationManage + }); + const payload = approvalEscalationPolicySchema.parse(await request.json()); + const created = await createApprovalEscalationPolicy( + organization.id, + session.user.id, + payload + ); + + return NextResponse.json( + { + success: true, + message: 'Approval escalation policy created successfully', + item: created + }, + { status: 201 } + ); + } 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 escalation policy' }, + { status: 500 } + ); + } +} diff --git a/src/app/api/crm/approval/reminder-policies/[id]/route.ts b/src/app/api/crm/approval/reminder-policies/[id]/route.ts new file mode 100644 index 0000000..1441315 --- /dev/null +++ b/src/app/api/crm/approval/reminder-policies/[id]/route.ts @@ -0,0 +1,76 @@ +import { NextRequest, NextResponse } from 'next/server'; +import { z } from 'zod'; +import { + deleteApprovalReminderPolicy, + updateApprovalReminderPolicy +} from '@/features/foundation/approval-automation/server/service'; +import { approvalReminderPolicySchema } from '@/features/foundation/approval-automation/schemas'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { AuthError, requireOrganizationAccess } from '@/lib/auth/session'; + +export async function PATCH( + request: NextRequest, + context: { params: Promise<{ id: string }> } +) { + try { + const { organization, session } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalReminderManage + }); + const { id } = await context.params; + const payload = approvalReminderPolicySchema.parse(await request.json()); + await updateApprovalReminderPolicy(id, organization.id, session.user.id, payload); + + return NextResponse.json({ + success: true, + message: 'Approval reminder policy 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 reminder policy' }, + { status: 500 } + ); + } +} + +export async function DELETE( + _request: NextRequest, + context: { params: Promise<{ id: string }> } +) { + try { + const { organization, session } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalReminderManage + }); + const { id } = await context.params; + await deleteApprovalReminderPolicy(id, organization.id, session.user.id); + + return NextResponse.json({ + success: true, + message: 'Approval reminder policy 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 reminder policy' }, + { status: 500 } + ); + } +} diff --git a/src/app/api/crm/approval/reminder-policies/route.ts b/src/app/api/crm/approval/reminder-policies/route.ts new file mode 100644 index 0000000..78abe06 --- /dev/null +++ b/src/app/api/crm/approval/reminder-policies/route.ts @@ -0,0 +1,75 @@ +import { NextRequest, NextResponse } from 'next/server'; +import { z } from 'zod'; +import { + createApprovalReminderPolicy, + listApprovalReminderPolicies +} from '@/features/foundation/approval-automation/server/service'; +import { approvalReminderPolicySchema } from '@/features/foundation/approval-automation/schemas'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { AuthError, requireOrganizationAccess } from '@/lib/auth/session'; + +export async function GET() { + try { + const { organization } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalReminderManage + }); + const items = await listApprovalReminderPolicies(organization.id); + + return NextResponse.json({ + success: true, + time: new Date().toISOString(), + message: 'Approval reminder policies 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 reminder policies' }, + { status: 500 } + ); + } +} + +export async function POST(request: NextRequest) { + try { + const { organization, session } = await requireOrganizationAccess({ + permission: PERMISSIONS.crmApprovalReminderManage + }); + const payload = approvalReminderPolicySchema.parse(await request.json()); + const created = await createApprovalReminderPolicy(organization.id, session.user.id, payload); + + return NextResponse.json( + { + success: true, + message: 'Approval reminder policy created successfully', + item: created + }, + { status: 201 } + ); + } 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 reminder policy' }, + { status: 500 } + ); + } +} diff --git a/src/app/dashboard/crm/settings/approval-escalation-policies/page.tsx b/src/app/dashboard/crm/settings/approval-escalation-policies/page.tsx new file mode 100644 index 0000000..dfc3813 --- /dev/null +++ b/src/app/dashboard/crm/settings/approval-escalation-policies/page.tsx @@ -0,0 +1,40 @@ +import { auth } from '@/auth'; +import { HydrationBoundary, dehydrate } from '@tanstack/react-query'; +import PageContainer from '@/components/layout/page-container'; +import { EscalationPolicySettings } from '@/features/foundation/approval-automation/components/escalation-policy-settings'; +import { approvalEscalationPoliciesOptions } from '@/features/foundation/approval-automation/api/queries'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { getQueryClient } from '@/lib/query-client'; + +export default async function ApprovalEscalationPoliciesPage() { + const session = await auth(); + const canRead = + session?.user?.systemRole === 'super_admin' || + (!!session?.user?.activeOrganizationId && + (session.user.activeMembershipRole === 'admin' || + session.user.activePermissions.includes(PERMISSIONS.crmApprovalEscalationManage))); + + const queryClient = getQueryClient(); + if (canRead) { + void queryClient.prefetchQuery(approvalEscalationPoliciesOptions()); + } + + return ( + + You do not have access to approval escalation policies. + + } + > + {canRead ? ( + + + + ) : null} + + ); +} diff --git a/src/app/dashboard/crm/settings/approval-reminder-policies/page.tsx b/src/app/dashboard/crm/settings/approval-reminder-policies/page.tsx new file mode 100644 index 0000000..792f592 --- /dev/null +++ b/src/app/dashboard/crm/settings/approval-reminder-policies/page.tsx @@ -0,0 +1,44 @@ +import { auth } from '@/auth'; +import { HydrationBoundary, dehydrate } from '@tanstack/react-query'; +import PageContainer from '@/components/layout/page-container'; +import { ReminderPolicySettings } from '@/features/foundation/approval-automation/components/reminder-policy-settings'; +import { + approvalReminderPoliciesOptions, + pendingApprovalAutomationQueueOptions +} from '@/features/foundation/approval-automation/api/queries'; +import { PERMISSIONS } from '@/lib/auth/rbac'; +import { getQueryClient } from '@/lib/query-client'; + +export default async function ApprovalReminderPoliciesPage() { + const session = await auth(); + const canRead = + session?.user?.systemRole === 'super_admin' || + (!!session?.user?.activeOrganizationId && + (session.user.activeMembershipRole === 'admin' || + session.user.activePermissions.includes(PERMISSIONS.crmApprovalReminderManage))); + + const queryClient = getQueryClient(); + if (canRead) { + void queryClient.prefetchQuery(approvalReminderPoliciesOptions()); + void queryClient.prefetchQuery(pendingApprovalAutomationQueueOptions()); + } + + return ( + + You do not have access to approval reminder policies. + + } + > + {canRead ? ( + + + + ) : null} + + ); +} diff --git a/src/config/nav-config.ts b/src/config/nav-config.ts index bade8a6..ab1e0bd 100644 --- a/src/config/nav-config.ts +++ b/src/config/nav-config.ts @@ -123,6 +123,22 @@ import { NavGroup } from "@/types"; permission: "crm.approval.workflow.read", }, }, + { + title: "Approval Reminder Policies", + url: "/dashboard/crm/settings/approval-reminder-policies", + access: { + requireOrg: true, + permission: "crm.approval.reminder.manage", + }, + }, + { + title: "Approval Escalation Policies", + url: "/dashboard/crm/settings/approval-escalation-policies", + access: { + requireOrg: true, + permission: "crm.approval.escalation.manage", + }, + }, { title: "Templates", url: "/dashboard/crm/settings/templates", diff --git a/src/db/schema.ts b/src/db/schema.ts index 65a2ebf..5632808 100644 --- a/src/db/schema.ts +++ b/src/db/schema.ts @@ -766,6 +766,9 @@ export const crmApprovalSteps = pgTable( roleName: text('role_name').notNull(), approvalMode: text('approval_mode').default('sequential').notNull(), isRequired: boolean('is_required').default(true).notNull(), + slaHours: integer('sla_hours').default(24).notNull(), + calendarMode: text('calendar_mode').default('calendar_days').notNull(), + timeoutAction: text('timeout_action').default('none').notNull(), createdAt: timestamp('created_at', { withTimezone: true }).defaultNow().notNull(), updatedAt: timestamp('updated_at', { withTimezone: true }).defaultNow().notNull(), deletedAt: timestamp('deleted_at', { withTimezone: true }) @@ -806,6 +809,9 @@ export const crmApprovalRequests = pgTable('crm_approval_requests', { entityType: text('entity_type').notNull(), entityId: text('entity_id').notNull(), currentStep: integer('current_step').default(1).notNull(), + currentStepStartedAt: timestamp('current_step_started_at', { withTimezone: true }) + .defaultNow() + .notNull(), status: text('status').notNull(), requestedBy: text('requested_by').notNull(), requestedAt: timestamp('requested_at', { withTimezone: true }).defaultNow().notNull(), @@ -815,6 +821,48 @@ export const crmApprovalRequests = pgTable('crm_approval_requests', { deletedAt: timestamp('deleted_at', { withTimezone: true }) }); +export const crmApprovalReminderPolicies = pgTable( + 'crm_approval_reminder_policies', + { + id: text('id').primaryKey(), + organizationId: text('organization_id').notNull(), + workflowId: text('workflow_id').notNull(), + stepNumber: integer('step_number').notNull(), + slaHours: integer('sla_hours').default(24).notNull(), + reminderOffsetsHours: integer('reminder_offsets_hours').array().default([]).notNull(), + calendarMode: text('calendar_mode').default('calendar_days').notNull(), + timeoutAction: text('timeout_action').default('none').notNull(), + isActive: boolean('is_active').default(true).notNull(), + createdAt: timestamp('created_at', { withTimezone: true }).defaultNow().notNull(), + updatedAt: timestamp('updated_at', { withTimezone: true }).defaultNow().notNull(), + deletedAt: timestamp('deleted_at', { withTimezone: true }), + createdBy: text('created_by').notNull(), + updatedBy: text('updated_by').notNull() + }, + (table) => ({ + workflowStepIdx: uniqueIndex('crm_approval_reminder_policies_workflow_step_idx').on( + table.workflowId, + table.stepNumber + ) + }) +); + +export const crmApprovalEscalationPolicies = pgTable('crm_approval_escalation_policies', { + id: text('id').primaryKey(), + organizationId: text('organization_id').notNull(), + workflowId: text('workflow_id').notNull(), + stepNumber: integer('step_number').notNull(), + triggerAfterHours: integer('trigger_after_hours').notNull(), + targetType: text('target_type').notNull(), + targetValue: text('target_value'), + isActive: boolean('is_active').default(true).notNull(), + createdAt: timestamp('created_at', { withTimezone: true }).defaultNow().notNull(), + updatedAt: timestamp('updated_at', { withTimezone: true }).defaultNow().notNull(), + deletedAt: timestamp('deleted_at', { withTimezone: true }), + createdBy: text('created_by').notNull(), + updatedBy: text('updated_by').notNull() +}); + export const crmApprovalActions = pgTable('crm_approval_actions', { id: text('id').primaryKey(), organizationId: text('organization_id').notNull(), diff --git a/src/db/seeds/foundation.seed.ts b/src/db/seeds/foundation.seed.ts index 0cec9cd..66fc63a 100644 --- a/src/db/seeds/foundation.seed.ts +++ b/src/db/seeds/foundation.seed.ts @@ -1480,6 +1480,27 @@ async function upsertNotificationTemplatesForOrganization( titleTemplate: 'Approval Returned: {{quotationCode}}', bodyTemplate: '{{actorName}} returned {{quotationCode}} for revision. Reason: {{remark}}', linkTemplate: '{{entityLink}}' + }, + { + eventType: 'approval.reminder', + titleTemplate: 'Approval Reminder: {{workflowName}}', + bodyTemplate: + '{{quotationCode}} is still waiting on {{currentStepRoleName}}. Please review it.', + linkTemplate: '{{entityLink}}' + }, + { + eventType: 'approval.escalated', + titleTemplate: 'Approval Escalated: {{workflowName}}', + bodyTemplate: + '{{quotationCode}} exceeded its escalation threshold at {{currentStepRoleName}}.', + linkTemplate: '{{entityLink}}' + }, + { + eventType: 'approval.timeout', + titleTemplate: 'Approval Timeout: {{workflowName}}', + bodyTemplate: + '{{quotationCode}} reached timeout handling at {{currentStepRoleName}}. {{remark}}', + linkTemplate: '{{entityLink}}' } ]; diff --git a/src/features/foundation/approval-automation/api/mutations.ts b/src/features/foundation/approval-automation/api/mutations.ts new file mode 100644 index 0000000..e130ba2 --- /dev/null +++ b/src/features/foundation/approval-automation/api/mutations.ts @@ -0,0 +1,87 @@ +import { mutationOptions } from '@tanstack/react-query'; +import { getQueryClient } from '@/lib/query-client'; +import { + createApprovalEscalationPolicy, + createApprovalReminderPolicy, + deleteApprovalEscalationPolicy, + deleteApprovalReminderPolicy, + runApprovalAutomation, + updateApprovalEscalationPolicy, + updateApprovalReminderPolicy +} from './service'; +import { approvalAutomationKeys } from './queries'; +import type { EscalationPolicyPayload, ReminderPolicyPayload } from './types'; + +async function invalidateAutomationQueries() { + const queryClient = getQueryClient(); + await Promise.all([ + queryClient.invalidateQueries({ queryKey: approvalAutomationKeys.pendingQueue() }), + queryClient.invalidateQueries({ queryKey: approvalAutomationKeys.reminderPolicies() }), + queryClient.invalidateQueries({ queryKey: approvalAutomationKeys.escalationPolicies() }) + ]); +} + +export const runApprovalAutomationMutation = mutationOptions({ + mutationFn: () => runApprovalAutomation(), + onSettled: async (_data, error) => { + if (!error) { + await invalidateAutomationQueries(); + } + } +}); + +export const createApprovalReminderPolicyMutation = mutationOptions({ + mutationFn: (data: ReminderPolicyPayload) => createApprovalReminderPolicy(data), + onSettled: async (_data, error) => { + if (!error) { + await invalidateAutomationQueries(); + } + } +}); + +export const updateApprovalReminderPolicyMutation = mutationOptions({ + mutationFn: ({ id, values }: { id: string; values: ReminderPolicyPayload }) => + updateApprovalReminderPolicy(id, values), + onSettled: async (_data, error) => { + if (!error) { + await invalidateAutomationQueries(); + } + } +}); + +export const deleteApprovalReminderPolicyMutation = mutationOptions({ + mutationFn: (id: string) => deleteApprovalReminderPolicy(id), + onSettled: async (_data, error) => { + if (!error) { + await invalidateAutomationQueries(); + } + } +}); + +export const createApprovalEscalationPolicyMutation = mutationOptions({ + mutationFn: (data: EscalationPolicyPayload) => createApprovalEscalationPolicy(data), + onSettled: async (_data, error) => { + if (!error) { + await invalidateAutomationQueries(); + } + } +}); + +export const updateApprovalEscalationPolicyMutation = mutationOptions({ + mutationFn: ({ id, values }: { id: string; values: EscalationPolicyPayload }) => + updateApprovalEscalationPolicy(id, values), + onSettled: async (_data, error) => { + if (!error) { + await invalidateAutomationQueries(); + } + } +}); + +export const deleteApprovalEscalationPolicyMutation = mutationOptions({ + mutationFn: (id: string) => deleteApprovalEscalationPolicy(id), + onSettled: async (_data, error) => { + if (!error) { + await invalidateAutomationQueries(); + } + } +}); diff --git a/src/features/foundation/approval-automation/api/queries.ts b/src/features/foundation/approval-automation/api/queries.ts new file mode 100644 index 0000000..31c128e --- /dev/null +++ b/src/features/foundation/approval-automation/api/queries.ts @@ -0,0 +1,31 @@ +import { queryOptions } from '@tanstack/react-query'; +import { + getApprovalEscalationPolicies, + getApprovalReminderPolicies, + getPendingApprovalAutomationQueue +} from './service'; + +export const approvalAutomationKeys = { + all: ['crm-approval-automation'] as const, + pendingQueue: () => [...approvalAutomationKeys.all, 'pending-queue'] as const, + reminderPolicies: () => [...approvalAutomationKeys.all, 'reminder-policies'] as const, + escalationPolicies: () => [...approvalAutomationKeys.all, 'escalation-policies'] as const +}; + +export const pendingApprovalAutomationQueueOptions = () => + queryOptions({ + queryKey: approvalAutomationKeys.pendingQueue(), + queryFn: () => getPendingApprovalAutomationQueue() + }); + +export const approvalReminderPoliciesOptions = () => + queryOptions({ + queryKey: approvalAutomationKeys.reminderPolicies(), + queryFn: () => getApprovalReminderPolicies() + }); + +export const approvalEscalationPoliciesOptions = () => + queryOptions({ + queryKey: approvalAutomationKeys.escalationPolicies(), + queryFn: () => getApprovalEscalationPolicies() + }); diff --git a/src/features/foundation/approval-automation/api/service.ts b/src/features/foundation/approval-automation/api/service.ts new file mode 100644 index 0000000..92ce7ed --- /dev/null +++ b/src/features/foundation/approval-automation/api/service.ts @@ -0,0 +1,70 @@ +import { apiClient } from '@/lib/api-client'; +import type { + ApprovalAutomationRunResponse, + EscalationPoliciesResponse, + EscalationPolicyPayload, + MutationSuccessResponse, + PendingApprovalQueueResponse, + ReminderPoliciesResponse, + ReminderPolicyPayload +} from './types'; + +const BASE = '/crm/approval'; + +export async function getPendingApprovalAutomationQueue() { + return apiClient(`${BASE}/automation/pending`); +} + +export async function runApprovalAutomation() { + return apiClient(`${BASE}/automation/run`, { + method: 'POST' + }); +} + +export async function getApprovalReminderPolicies() { + return apiClient(`${BASE}/reminder-policies`); +} + +export async function createApprovalReminderPolicy(data: ReminderPolicyPayload) { + return apiClient(`${BASE}/reminder-policies`, { + method: 'POST', + body: JSON.stringify(data) + }); +} + +export async function updateApprovalReminderPolicy(id: string, data: ReminderPolicyPayload) { + return apiClient(`${BASE}/reminder-policies/${id}`, { + method: 'PATCH', + body: JSON.stringify(data) + }); +} + +export async function deleteApprovalReminderPolicy(id: string) { + return apiClient(`${BASE}/reminder-policies/${id}`, { + method: 'DELETE' + }); +} + +export async function getApprovalEscalationPolicies() { + return apiClient(`${BASE}/escalation-policies`); +} + +export async function createApprovalEscalationPolicy(data: EscalationPolicyPayload) { + return apiClient(`${BASE}/escalation-policies`, { + method: 'POST', + body: JSON.stringify(data) + }); +} + +export async function updateApprovalEscalationPolicy(id: string, data: EscalationPolicyPayload) { + return apiClient(`${BASE}/escalation-policies/${id}`, { + method: 'PATCH', + body: JSON.stringify(data) + }); +} + +export async function deleteApprovalEscalationPolicy(id: string) { + return apiClient(`${BASE}/escalation-policies/${id}`, { + method: 'DELETE' + }); +} diff --git a/src/features/foundation/approval-automation/api/types.ts b/src/features/foundation/approval-automation/api/types.ts new file mode 100644 index 0000000..78ab7aa --- /dev/null +++ b/src/features/foundation/approval-automation/api/types.ts @@ -0,0 +1,112 @@ +import type { + ApprovalEscalationTargetType, + ApprovalTimeoutAction +} from '../types'; + +export interface ReminderPolicyItem { + id: string; + organizationId: string; + workflowId: string; + workflowName: string; + stepNumber: number; + slaHours: number; + reminderOffsetsHours: number[]; + calendarMode: 'calendar_days'; + timeoutAction: ApprovalTimeoutAction; + isActive: boolean; + createdAt: string; + updatedAt: string; +} + +export interface EscalationPolicyItem { + id: string; + organizationId: string; + workflowId: string; + workflowName: string; + stepNumber: number; + triggerAfterHours: number; + targetType: ApprovalEscalationTargetType; + targetValue: string | null; + isActive: boolean; + createdAt: string; + updatedAt: string; +} + +export interface PendingApprovalQueueItem { + approvalRequestId: string; + workflowId: string; + workflowName: string; + entityType: string; + entityId: string; + requestedBy: string; + requestedAt: string; + currentStep: number; + currentStepRoleCode: string | null; + currentStepRoleName: string | null; + currentStepStartedAt: string; + waitingHours: number; + slaHours: number | null; + remainingHours: number | null; + dueAt: string | null; + isDueToday: boolean; + isOverdue: boolean; + isEscalated: boolean; +} + +export interface PendingApprovalQueueResponse { + success: boolean; + time: string; + message: string; + items: PendingApprovalQueueItem[]; + summary: { + pending: number; + dueToday: number; + overdue: number; + escalated: number; + }; +} + +export interface ReminderPoliciesResponse { + success: boolean; + time: string; + message: string; + items: ReminderPolicyItem[]; +} + +export interface EscalationPoliciesResponse { + success: boolean; + time: string; + message: string; + items: EscalationPolicyItem[]; +} + +export interface ReminderPolicyPayload { + workflowId: string; + stepNumber: number; + slaHours: number; + reminderOffsetsHours: number[]; + calendarMode?: 'calendar_days'; + timeoutAction?: ApprovalTimeoutAction; + isActive?: boolean; +} + +export interface EscalationPolicyPayload { + workflowId: string; + stepNumber: number; + triggerAfterHours: number; + targetType: ApprovalEscalationTargetType; + targetValue?: string | null; + isActive?: boolean; +} + +export interface ApprovalAutomationRunResponse { + success: boolean; + message: string; + processedCount: number; + processedAt: string; +} + +export interface MutationSuccessResponse { + success: boolean; + message: string; +} diff --git a/src/features/foundation/approval-automation/components/escalation-policy-settings.tsx b/src/features/foundation/approval-automation/components/escalation-policy-settings.tsx new file mode 100644 index 0000000..2f89c87 --- /dev/null +++ b/src/features/foundation/approval-automation/components/escalation-policy-settings.tsx @@ -0,0 +1,331 @@ +'use client'; + +import * as React from 'react'; +import { useMutation, useSuspenseQuery } from '@tanstack/react-query'; +import { toast } from 'sonner'; +import { BUSINESS_ROLES, PERMISSIONS } from '@/lib/auth/rbac'; +import { Icons } from '@/components/icons'; +import { Badge } from '@/components/ui/badge'; +import { Button } from '@/components/ui/button'; +import { + Dialog, + DialogContent, + DialogFooter, + DialogHeader, + DialogTitle +} from '@/components/ui/dialog'; +import { Input } from '@/components/ui/input'; +import { Switch } from '@/components/ui/switch'; +import { approvalWorkflowsQueryOptions } from '@/features/foundation/approval/queries'; +import { + createApprovalEscalationPolicyMutation, + deleteApprovalEscalationPolicyMutation, + updateApprovalEscalationPolicyMutation +} from '../api/mutations'; +import { approvalEscalationPoliciesOptions } from '../api/queries'; +import type { EscalationPolicyItem, EscalationPolicyPayload } from '../api/types'; + +type EscalationFormState = { + workflowId: string; + stepNumber: string; + triggerAfterHours: string; + targetType: EscalationPolicyPayload['targetType']; + targetValue: string; + isActive: boolean; +}; + +function toEscalationState(policy?: EscalationPolicyItem): EscalationFormState { + return { + workflowId: policy?.workflowId ?? '', + stepNumber: String(policy?.stepNumber ?? 1), + triggerAfterHours: String(policy?.triggerAfterHours ?? 24), + targetType: policy?.targetType ?? 'manager', + targetValue: policy?.targetValue ?? '', + isActive: policy?.isActive ?? true + }; +} + +function EscalationPolicyDialog({ + open, + onOpenChange, + policy +}: { + open: boolean; + onOpenChange: (open: boolean) => void; + policy?: EscalationPolicyItem; +}) { + const workflowsQuery = useSuspenseQuery(approvalWorkflowsQueryOptions()); + const [state, setState] = React.useState(toEscalationState(policy)); + const createMutation = useMutation({ + ...createApprovalEscalationPolicyMutation, + onSuccess: () => { + toast.success('Escalation policy created'); + onOpenChange(false); + }, + onError: (error) => toast.error(error instanceof Error ? error.message : 'Create failed') + }); + const updateMutation = useMutation({ + ...updateApprovalEscalationPolicyMutation, + onSuccess: () => { + toast.success('Escalation policy updated'); + onOpenChange(false); + }, + onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed') + }); + + React.useEffect(() => { + if (open) { + const workflowId = policy?.workflowId ?? workflowsQuery.data.items[0]?.id ?? ''; + setState({ ...toEscalationState(policy), workflowId }); + } + }, [open, policy, workflowsQuery.data.items]); + + const isPending = createMutation.isPending || updateMutation.isPending; + + async function onSubmit(event: React.FormEvent) { + event.preventDefault(); + const payload: EscalationPolicyPayload = { + workflowId: state.workflowId, + stepNumber: Number(state.stepNumber), + triggerAfterHours: Number(state.triggerAfterHours), + targetType: state.targetType, + targetValue: state.targetValue.trim() || null, + isActive: state.isActive + }; + + if (policy) { + await updateMutation.mutateAsync({ id: policy.id, values: payload }); + return; + } + + await createMutation.mutateAsync(payload); + } + + return ( + + + + {policy ? 'Edit Escalation Policy' : 'Create Escalation Policy'} + +
+
+
+
Workflow
+ +
+
+
Step Number
+ + setState((current) => ({ ...current, stepNumber: event.target.value })) + } + /> +
+
+
+
+
Trigger After Hours
+ + setState((current) => ({ + ...current, + triggerAfterHours: event.target.value + })) + } + /> +
+
+
Target Type
+ +
+
+
+
Target Value
+ {state.targetType === 'role' ? ( + + ) : state.targetType === 'permission_group' ? ( + + ) : ( + + setState((current) => ({ ...current, targetValue: event.target.value })) + } + placeholder={ + state.targetType === 'manager' + ? 'Optional role code, otherwise organization admins' + : state.targetType === 'explicit_user' + ? 'User id' + : 'Optional' + } + /> + )} +
+
+
+
Active Policy
+
+ Inactive escalation policies are ignored by the scheduler. +
+
+ + setState((current) => ({ ...current, isActive: checked })) + } + /> +
+ + + + +
+ + + ); +} + +export function EscalationPolicySettings() { + const escalationPoliciesQuery = useSuspenseQuery(approvalEscalationPoliciesOptions()); + const [createOpen, setCreateOpen] = React.useState(false); + const [editingPolicy, setEditingPolicy] = React.useState(null); + const deleteMutation = useMutation({ + ...deleteApprovalEscalationPolicyMutation, + onSuccess: () => toast.success('Escalation policy deleted'), + onError: (error) => toast.error(error instanceof Error ? error.message : 'Delete failed') + }); + + return ( +
+
+
+
Approval Escalation Policies
+
+ Define who gets notified when a pending step waits too long. +
+
+ +
+ +
+ {escalationPoliciesQuery.data.items.map((policy) => ( +
+
+
+
+ {policy.workflowName} | Step {policy.stepNumber} +
+
+ Escalate after {policy.triggerAfterHours} hours to {policy.targetType} + {policy.targetValue ? `: ${policy.targetValue}` : ''} +
+
+ {policy.targetType} + {policy.triggerAfterHours}h + + {policy.isActive ? 'Active' : 'Inactive'} + +
+
+
+ + +
+
+
+ ))} + {escalationPoliciesQuery.data.items.length === 0 ? ( +
+ No escalation policies configured yet. +
+ ) : null} +
+ + + { + if (!open) { + setEditingPolicy(null); + } + }} + policy={editingPolicy ?? undefined} + /> +
+ ); +} diff --git a/src/features/foundation/approval-automation/components/reminder-policy-settings.tsx b/src/features/foundation/approval-automation/components/reminder-policy-settings.tsx new file mode 100644 index 0000000..e576438 --- /dev/null +++ b/src/features/foundation/approval-automation/components/reminder-policy-settings.tsx @@ -0,0 +1,369 @@ +'use client'; + +import * as React from 'react'; +import { useMutation, useSuspenseQuery } from '@tanstack/react-query'; +import { toast } from 'sonner'; +import { Icons } from '@/components/icons'; +import { Badge } from '@/components/ui/badge'; +import { Button } from '@/components/ui/button'; +import { + Dialog, + DialogContent, + DialogFooter, + DialogHeader, + DialogTitle +} from '@/components/ui/dialog'; +import { Input } from '@/components/ui/input'; +import { Switch } from '@/components/ui/switch'; +import { Textarea } from '@/components/ui/textarea'; +import { approvalWorkflowsQueryOptions } from '@/features/foundation/approval/queries'; +import { + createApprovalReminderPolicyMutation, + deleteApprovalReminderPolicyMutation, + runApprovalAutomationMutation, + updateApprovalReminderPolicyMutation +} from '../api/mutations'; +import { + approvalReminderPoliciesOptions, + pendingApprovalAutomationQueueOptions +} from '../api/queries'; +import type { ReminderPolicyItem, ReminderPolicyPayload } from '../api/types'; + +type ReminderFormState = { + workflowId: string; + stepNumber: string; + slaHours: string; + reminderOffsets: string; + timeoutAction: ReminderPolicyPayload['timeoutAction']; + isActive: boolean; +}; + +function toReminderState(policy?: ReminderPolicyItem): ReminderFormState { + return { + workflowId: policy?.workflowId ?? '', + stepNumber: String(policy?.stepNumber ?? 1), + slaHours: String(policy?.slaHours ?? 24), + reminderOffsets: policy?.reminderOffsetsHours.join(', ') ?? '24, 48', + timeoutAction: policy?.timeoutAction ?? 'none', + isActive: policy?.isActive ?? true + }; +} + +function parseOffsets(value: string) { + return value + .split(',') + .map((item) => Number(item.trim())) + .filter((item) => Number.isFinite(item) && item > 0); +} + +function ReminderPolicyDialog({ + open, + onOpenChange, + policy +}: { + open: boolean; + onOpenChange: (open: boolean) => void; + policy?: ReminderPolicyItem; +}) { + const workflowsQuery = useSuspenseQuery(approvalWorkflowsQueryOptions()); + const [state, setState] = React.useState(toReminderState(policy)); + const createMutation = useMutation({ + ...createApprovalReminderPolicyMutation, + onSuccess: () => { + toast.success('Reminder policy created'); + onOpenChange(false); + }, + onError: (error) => toast.error(error instanceof Error ? error.message : 'Create failed') + }); + const updateMutation = useMutation({ + ...updateApprovalReminderPolicyMutation, + onSuccess: () => { + toast.success('Reminder policy updated'); + onOpenChange(false); + }, + onError: (error) => toast.error(error instanceof Error ? error.message : 'Update failed') + }); + + React.useEffect(() => { + if (open) { + const workflowId = policy?.workflowId ?? workflowsQuery.data.items[0]?.id ?? ''; + setState({ ...toReminderState(policy), workflowId }); + } + }, [open, policy, workflowsQuery.data.items]); + + const isPending = createMutation.isPending || updateMutation.isPending; + + async function onSubmit(event: React.FormEvent) { + event.preventDefault(); + const payload: ReminderPolicyPayload = { + workflowId: state.workflowId, + stepNumber: Number(state.stepNumber), + slaHours: Number(state.slaHours), + reminderOffsetsHours: parseOffsets(state.reminderOffsets), + timeoutAction: state.timeoutAction, + isActive: state.isActive, + calendarMode: 'calendar_days' + }; + + if (policy) { + await updateMutation.mutateAsync({ id: policy.id, values: payload }); + return; + } + + await createMutation.mutateAsync(payload); + } + + return ( + + + + {policy ? 'Edit Reminder Policy' : 'Create Reminder Policy'} + +
+
+
+
Workflow
+ +
+
+
Step Number
+ + setState((current) => ({ ...current, stepNumber: event.target.value })) + } + /> +
+
+
+
+
SLA Hours
+ + setState((current) => ({ ...current, slaHours: event.target.value })) + } + /> +
+
+
Timeout Action
+ +
+
+
+
Reminder Offsets (hours)
+