uat-doc-perfix

artifacts/pdf-audit/runtime-payload-report.json

@@ -25,7 +25,7 @@
       "field": "documentData.customer.id",
       "source": "documentData",
       "status": "PASS",
-      "value": "96954c53-fd37-4d97-80e0-1809756a015d",
+      "value": "f4f1fca0-f4d6-4035-9062-af2a5e04c48a",
       "message": "String is populated"
     },
     {
@@ -60,7 +60,7 @@
       "field": "documentData.contact.id",
       "source": "documentData",
       "status": "PASS",
-      "value": "3fc91684-ebed-49a9-b50e-0fb6fdaae87f",
+      "value": "951023ad-0424-4c05-9db1-c5004d525e23",
       "message": "String is populated"
     },
     {
@@ -95,7 +95,7 @@
       "field": "documentData.quotation.id",
       "source": "documentData",
       "status": "PASS",
-      "value": "bb3ebe66-a0ed-4b48-b125-795b549fa798",
+      "value": "9a7333a0-bb43-4d6e-b178-aae196456a31",
       "message": "String is populated"
     },
     {
@@ -172,7 +172,7 @@
       "field": "documentData.items[0].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "ab4102fc-7ad9-4338-aee2-b847c10dbf15",
+      "value": "81cf1a1a-0ae0-4f6d-bb24-1315b0de5363",
       "message": "String is populated"
     },
     {
@@ -228,7 +228,7 @@
       "field": "documentData.items[1].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "9c320ba4-cf4b-4b3b-b72e-c588c8723384",
+      "value": "3cfad159-e274-49f4-a195-0e3ae39ee5f9",
       "message": "String is populated"
     },
     {
@@ -284,7 +284,7 @@
       "field": "documentData.items[2].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "7f64760c-65d6-4b23-9921-4a33d43a2efc",
+      "value": "3f48546a-2685-462e-a21d-e25ccc1348fd",
       "message": "String is populated"
     },
     {
@@ -340,7 +340,7 @@
       "field": "documentData.items[3].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "4b5a4cef-3005-4253-9638-8c3cc9fade15",
+      "value": "9f0ef323-dbfc-4710-a90f-501f185a165a",
       "message": "String is populated"
     },
     {
@@ -403,21 +403,21 @@
       "field": "documentData.quotationCustomers[0].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "04ff8d80-b200-4c01-8081-24d548a2a576",
+      "value": "fefd5c1a-cc0a-4365-9492-e00feef8d38e",
       "message": "String is populated"
     },
     {
       "field": "documentData.quotationCustomers[0].customerId",
       "source": "documentData",
       "status": "PASS",
-      "value": "96954c53-fd37-4d97-80e0-1809756a015d",
+      "value": "f4f1fca0-f4d6-4035-9062-af2a5e04c48a",
       "message": "String is populated"
     },
     {
       "field": "documentData.quotationCustomers[0].role",
       "source": "documentData",
       "status": "PASS",
-      "value": "a5d93b6c-131b-4e9e-9240-ac94fe12f3d8",
+      "value": "ed72c8c9-a690-4c93-afb7-9720a5fc7b3d",
       "message": "String is populated"
     },
     {
@@ -438,7 +438,7 @@
       "field": "documentData.topics.all[0].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "58c2d002-1c6f-40c4-b68a-c11ece1fff33",
+      "value": "e6e4b61e-24a4-4ca9-a1d0-2cd3981ab59c",
       "message": "String is populated"
     },
     {
@@ -501,7 +501,7 @@
       "field": "documentData.topics.all[1].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "5a069f2d-dfb1-4ec0-9f51-3f9b657e7731",
+      "value": "83a4d1ea-bd15-425f-ba45-7116fe59a0d9",
       "message": "String is populated"
     },
     {
@@ -564,7 +564,7 @@
       "field": "documentData.topics.all[2].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "d16b5a95-d811-4860-9670-596bef0c13df",
+      "value": "85d82f36-3e8f-4e46-8357-84879c728a49",
       "message": "String is populated"
     },
     {
@@ -634,7 +634,7 @@
       "field": "documentData.topics.exclusion[0].id",
       "source": "documentData",
       "status": "PASS",
-      "value": "5a069f2d-dfb1-4ec0-9f51-3f9b657e7731",
+      "value": "83a4d1ea-bd15-425f-ba45-7116fe59a0d9",
       "message": "String is populated"
     },
     {

artifacts/pdf-audit/signature-audit-report.json

@@ -3,8 +3,8 @@
   "overallStatus": "PASS",
   "quotationCode": "CR2606-1124",
   "approvedSnapshotAvailable": true,
-  "approvedTemplateVersionId": "850b13a2-c9ae-4992-89e7-a43f50c34378",
+  "approvedTemplateVersionId": "0cf95872-525b-49fd-ae0c-4609cb4f05e9",
-  "computedTemplateVersionId": "850b13a2-c9ae-4992-89e7-a43f50c34378",
+  "computedTemplateVersionId": "0cf95872-525b-49fd-ae0c-4609cb4f05e9",
   "inconsistentTemplateKeys": [],
   "computedSignatureHash": "922ab2a823f98b032b17da281c86c3a2780d27cca73a60a7b983d14ad039b229",
   "storedSignatureHash": "922ab2a823f98b032b17da281c86c3a2780d27cca73a60a7b983d14ad039b229",

artifacts/pdf-audit/summary.json

@@ -1,5 +1,5 @@
 {
-  "generatedAt": "2026-06-30T02:56:03.783Z",
+  "generatedAt": "2026-06-30T05:56:31.314Z",
   "overallStatus": "PASS",
   "quotationCode": "CR2606-1124",
   "artifacts": {

artifacts/pdf-audit/summary.md

@@ -1,6 +1,6 @@
 # PDF Integrity Summary
 
-- Generated At: 2026-06-30T02:56:03.783Z
+- Generated At: 2026-06-30T05:56:31.314Z
 - Overall Status: PASS
 - Quotation Code: CR2606-1124
 

docs/implementation/pdf-audit-report.json

@@ -1,12 +1,12 @@
 {
-  "generatedAt": "2026-06-30T02:56:00.835Z",
+  "generatedAt": "2026-06-30T05:56:30.085Z",
   "overallStatus": "PASS",
   "quotationCode": "CR2606-1124",
   "expectedFixtureCode": "QT-H5-AUDIT",
   "template": {
     "templateName": "ALLA Demo Organization Quotation Standard",
     "version": "1.0",
-    "versionId": "850b13a2-c9ae-4992-89e7-a43f50c34378",
+    "versionId": "0cf95872-525b-49fd-ae0c-4609cb4f05e9",
     "fieldCount": 44,
     "previousVersion": null,
     "deletedFields": [],

docs/implementation/pdf-audit-report.md

@@ -1,6 +1,6 @@
 # PDF Audit Report
 
-- Generated At: 2026-06-30T02:56:00.835Z
+- Generated At: 2026-06-30T05:56:30.085Z
 - Overall Status: PASS
 - Quotation Code: CR2606-1124
 - Template: ALLA Demo Organization Quotation Standard v1.0

drizzle/0008_document_sequence_scope_refactor.sql

@@ -0,0 +1,28 @@
+ALTER TABLE "document_sequences"
+ADD COLUMN "product_type" text DEFAULT 'all' NOT NULL;
+--> statement-breakpoint
+ALTER TABLE "document_sequences"
+ADD COLUMN "format" text DEFAULT '{prefix}{period}-{running}' NOT NULL;
+--> statement-breakpoint
+ALTER TABLE "document_sequences"
+ADD COLUMN "reset_policy" text DEFAULT 'period' NOT NULL;
+--> statement-breakpoint
+UPDATE "document_sequences"
+SET
+  "product_type" = CASE
+    WHEN "document_type" = 'quotation' THEN 'legacy'
+    ELSE 'all'
+  END,
+  "format" = '{prefix}{period}-{running}',
+  "reset_policy" = 'period';
+--> statement-breakpoint
+DROP INDEX "document_sequences_org_doc_period_branch_idx";
+--> statement-breakpoint
+CREATE UNIQUE INDEX "document_sequences_org_branch_product_doc_period_idx"
+ON "document_sequences" USING btree (
+  "organization_id",
+  "branch_id",
+  "product_type",
+  "document_type",
+  "period"
+);

drizzle/meta/_journal.json

@@ -57,6 +57,13 @@
       "when": 1782910000000,
       "tag": "0007_document_library_foundation",
       "breakpoints": true
+    },
+    {
+      "idx": 8,
+      "version": "7",
+      "when": 1782913600000,
+      "tag": "0008_document_sequence_scope_refactor",
+      "breakpoints": true
     }
   ]
 }

next-env.d.ts

@@ -1,6 +1,6 @@
 /// <reference types="next" />
 /// <reference types="next/image-types/global" />
-import "./.next/types/routes.d.ts";
+import "./.next/dev/types/routes.d.ts";
 
 // NOTE: This file should not be edited
 // see https://nextjs.org/docs/app/api-reference/config/typescript for more information.

plans/task-p.6.1.md

@@ -0,0 +1,389 @@
+# Task P.6.1 - Document Sequence Scope Refactor
+
+## Objective
+
+Refactor document sequence generation so document numbers are scoped by:
+
+```text
+Organization + Branch + Product Type + Document Type + Period
+```
+
+This task must be completed before P.7 Document Assembly, because generated/approved/merged documents depend on stable and correct document numbers.
+
+---
+
+# Background
+
+Current document sequence behavior is not sufficient for CRM quotation numbering.
+
+The required numbering examples are:
+
+```text
+ALLA
+CRA2606-001
+DKA2606-001
+
+ONVALLA
+CRO2606-001
+DKO2606-001
+SCO2606-001
+```
+
+Meaning:
+
+* `CR` = Product Type code, e.g. Crane
+* `DK` = Product Type code, e.g. Dock Door
+* `SC` = Product Type code, e.g. Solar Cell
+* `A` / `O` = Organization or company code
+* `2606` = YYMM period
+* `001` = running number within the sequence scope
+
+---
+
+# Required Sequence Scope
+
+Document sequence must be unique per:
+
+```text
+organizationId
+branchId
+productType
+documentType
+period
+```
+
+The same period may have separate counters for different product types.
+
+Example:
+
+```text
+ALLA + Branch A + Crane + Quotation + 2606 = CRA2606-001
+ALLA + Branch A + Dock Door + Quotation + 2606 = DKA2606-001
+ONVALLA + Branch O + Crane + Quotation + 2606 = CRO2606-001
+ONVALLA + Branch O + Dock Door + Quotation + 2606 = DKO2606-001
+ONVALLA + Branch O + Solar Cell + Quotation + 2606 = SCO2606-001
+```
+
+---
+
+# Discovery Requirement
+
+Before implementation, inspect the actual current implementation.
+
+Review at minimum:
+
+```text
+src/features/foundation/document-sequence
+src/db/schema.ts
+drizzle migrations
+foundation seed
+CRM quotation create flow
+CRM document sequence settings UI
+/dashboard/crm/settings/document-sequences
+```
+
+Identify:
+
+* current table structure
+* current unique indexes
+* current sequence service behavior
+* current seed data
+* current UI assumptions
+* current document code format
+* current quotation create integration
+
+Do not assume the current implementation.
+
+---
+
+# Functional Requirements
+
+## 1. Schema Refactor
+
+Update `document_sequences` to support:
+
+* organizationId
+* branchId
+* productType
+* documentType
+* period
+* prefix
+* currentNumber
+* padding
+* format
+* resetPolicy
+* isActive
+
+Required uniqueness:
+
+```text
+organizationId + branchId + productType + documentType + period
+```
+
+If product type is optional for some future document types, represent this explicitly.
+
+Do not collapse product type into prefix only.
+
+---
+
+## 2. Product Type Code Resolution
+
+Resolve product type code from master data or mapping.
+
+Examples:
+
+| Product Type | Code |
+| ------------ | ---- |
+| Crane        | CR   |
+| Dock Door    | DK   |
+| Solar Cell   | SC   |
+| Service      | SV   |
+| Spare Part   | SP   |
+
+The implementation must not hardcode business labels throughout the codebase.
+
+Preferred source:
+
+```text
+ms_options / master options
+```
+
+or a centralized CRM product type code map.
+
+---
+
+## 3. Organization / Company Code Resolution
+
+Resolve organization/company code for document number middle segment.
+
+Examples:
+
+| Organization | Code |
+| ------------ | ---- |
+| ALLA         | A    |
+| ONVALLA      | O    |
+
+The source should be centralized.
+
+Do not infer by taking the first letter of the organization name unless explicitly configured.
+
+---
+
+## 4. Number Format
+
+Required quotation number format:
+
+```text
+{productTypeCode}{organizationCode}{YYMM}-{running}
+```
+
+Examples:
+
+```text
+CRA2606-001
+DKA2606-001
+CRO2606-001
+DKO2606-001
+SCO2606-001
+```
+
+Document type should still be part of the sequence scope even if it does not appear visibly in the final code.
+
+---
+
+## 5. Period Handling
+
+Use period format:
+
+```text
+YYMM
+```
+
+Example:
+
+```text
+2026-06 => 2606
+```
+
+Sequence resets per period.
+
+---
+
+## 6. Quotation Create Flow
+
+Quotation creation must request the next sequence using:
+
+* organizationId
+* branchId
+* productType
+* documentType = quotation
+* quotation date / created date period
+
+The generated code must be stored on the quotation.
+
+---
+
+## 7. Settings UI
+
+Update:
+
+```text
+/dashboard/crm/settings/document-sequences
+```
+
+The UI must show and filter by:
+
+* Organization
+* Branch
+* Product Type
+* Document Type
+* Period
+* Prefix / Format
+* Current Number
+* Next Number
+* Active Status
+
+It must be clear that Branch means internal company branch, not customer branch.
+
+---
+
+## 8. Seed Data
+
+Update seed data to create realistic document sequence rows for:
+
+```text
+ALLA + Crane
+ALLA + Dock Door
+ONVALLA + Crane
+ONVALLA + Dock Door
+ONVALLA + Solar Cell
+```
+
+At minimum seed quotation sequence examples for the current period.
+
+---
+
+## 9. Backward Compatibility
+
+Existing generated quotations must keep their current codes.
+
+Do not retroactively change old quotation codes.
+
+Only new generated codes use the new sequence logic.
+
+If existing `document_sequences` rows lack product type, migration must either:
+
+* backfill product type where determinable, or
+* mark them as legacy/inactive, or
+* keep them compatible without being used for new CRM quotation generation
+
+---
+
+# Concurrency Requirement
+
+Sequence generation must be concurrency-safe.
+
+When two users create quotations at the same time under the same scope, they must not receive duplicate codes.
+
+Preferred approach:
+
+* database transaction
+* row-level lock
+* atomic increment
+
+Do not generate next number purely in client code.
+
+---
+
+# Error Handling
+
+Handle:
+
+* missing product type
+* missing branch
+* missing organization code
+* missing product type code
+* inactive sequence
+* duplicate sequence row
+* unsupported document type
+* period mismatch
+
+Errors should be business-readable.
+
+---
+
+# Audit Logging
+
+Record audit logs for:
+
+* sequence created
+* sequence updated
+* sequence activated/deactivated
+* next number generated
+* sequence generation failed
+
+---
+
+# Testing Requirements
+
+Add tests for:
+
+* separate counter per product type
+* separate counter per organization
+* separate counter per branch
+* monthly reset
+* concurrent generation safety if practical
+* missing product type code
+* missing organization code
+* quotation create integration
+* backward compatibility with existing quotation codes
+
+Run:
+
+```bash
+npm run typecheck
+npm run build
+npm run audit:pdf
+```
+
+---
+
+# Acceptance Criteria
+
+* Document sequence scope includes Organization + Branch + Product Type + Document Type + Period.
+* Quotation number format matches `{productTypeCode}{organizationCode}{YYMM}-{running}`.
+* ALLA Crane can generate `CRA2606-001`.
+* ALLA Dock Door can generate `DKA2606-001`.
+* ONVALLA Crane can generate `CRO2606-001`.
+* ONVALLA Dock Door can generate `DKO2606-001`.
+* ONVALLA Solar Cell can generate `SCO2606-001`.
+* Different product types do not share counters.
+* Different organizations do not share counters.
+* Different branches do not share counters.
+* Existing quotation codes remain unchanged.
+* Settings UI shows product type and branch clearly.
+* Sequence generation is concurrency-safe.
+* Runtime PDF audit still passes.
+
+---
+
+# Out of Scope
+
+## P.7
+
+* PDF merge
+* Document Assembly
+* SLA append rules
+* Final merged artifact
+
+## P.8
+
+* Render configuration
+* Optional sections
+* User-selectable product table visibility
+
+---
+
+# Final Success Condition
+
+Task P.6.1 is complete when new CRM quotations generate document numbers using the correct Organization + Branch + Product Type + Document Type + Period scope, while existing documents remain unchanged and the system is safe to proceed to P.7 Document Assembly.

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

@@ -15,11 +15,14 @@ type Params = {
 
 const sequenceSchema = z.object({
   documentType: z.string().min(1).optional(),
-  prefix: z.string().min(1).optional(),
+  productType: z.string().min(1).optional(),
+  prefix: z.string().optional(),
   period: z.string().min(1).optional(),
   branchId: z.string().optional().nullable(),
   currentNumber: z.number().int().min(0).optional(),
   paddingLength: z.number().int().min(1).optional(),
+  format: z.string().optional(),
+  resetPolicy: z.string().optional(),
   isActive: z.boolean().optional()
 });
 

src/app/api/crm/settings/document-sequences/route.ts

@@ -10,11 +10,14 @@ import { AuthError, requireOrganizationAccess } from '@/lib/auth/session';
 
 const sequenceSchema = z.object({
   documentType: z.string().min(1),
-  prefix: z.string().min(1),
+  productType: z.string().min(1),
+  prefix: z.string().optional().default(''),
   period: z.string().min(1),
   branchId: z.string().optional().nullable(),
   currentNumber: z.number().int().min(0).optional(),
   paddingLength: z.number().int().min(1),
+  format: z.string().optional(),
+  resetPolicy: z.string().optional(),
   isActive: z.boolean().optional()
 });
 

src/app/dashboard/crm/settings/document-sequences/page.tsx

@@ -2,8 +2,10 @@ import { auth } from '@/auth';
 import { HydrationBoundary, dehydrate } from '@tanstack/react-query';
 import PageContainer from '@/components/layout/page-container';
 import { getUserBranches } from '@/features/foundation/branch-scope/service';
+import { resolveDocumentSequenceProductTypeCode } from '@/features/foundation/document-sequence/config';
 import { DocumentSequenceSettings } from '@/features/foundation/document-sequence/components/document-sequence-settings';
 import { documentSequencesQueryOptions } from '@/features/foundation/document-sequence/queries';
+import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
 import { PERMISSIONS } from '@/lib/auth/rbac';
 import { getQueryClient } from '@/lib/query-client';
 
@@ -24,6 +26,21 @@ export default async function DocumentSequencesRoute() {
     canRead && session?.user?.activeOrganizationId
       ? await getUserBranches(session.user.activeOrganizationId)
       : [];
+  const productTypes =
+    canRead && session?.user?.activeOrganizationId
+      ? (
+          await getActiveOptionsByCategory('crm_product_type', {
+            organizationId: session.user.activeOrganizationId
+          })
+        ).map((option) => ({
+          code: option.code,
+          label: option.label,
+          sequenceCode: resolveDocumentSequenceProductTypeCode(option.code)
+        }))
+      : [];
+  const organizationName =
+    session?.user?.organizations.find((item) => item.id === session.user.activeOrganizationId)?.name ??
+    'Unknown Organization';
 
   return (
     <PageContainer
@@ -38,7 +55,11 @@ export default async function DocumentSequencesRoute() {
     >
       {canRead ? (
         <HydrationBoundary state={dehydrate(queryClient)}>
-          <DocumentSequenceSettings branches={branches} />
+          <DocumentSequenceSettings
+            branches={branches}
+            productTypes={productTypes}
+            organizationName={organizationName}
+          />
         </HydrationBoundary>
       ) : null}
     </PageContainer>

src/db/schema.ts

@@ -158,19 +158,28 @@ export const documentSequences = pgTable(
     id: text('id').primaryKey(),
     organizationId: text('organization_id').notNull(),
     branchId: text('branch_id').default('').notNull(),
+    productType: text('product_type').default('all').notNull(),
     documentType: text('document_type').notNull(),
     prefix: text('prefix').notNull(),
     period: text('period').notNull(),
     currentNumber: integer('current_number').default(0).notNull(),
     paddingLength: integer('padding_length').default(3).notNull(),
+    format: text('format').default('{prefix}{period}-{running}').notNull(),
+    resetPolicy: text('reset_policy').default('period').notNull(),
     isActive: boolean('is_active').default(true).notNull(),
     createdAt: timestamp('created_at', { withTimezone: true }).defaultNow().notNull(),
     updatedAt: timestamp('updated_at', { withTimezone: true }).defaultNow().notNull()
   },
   (table) => ({
-    organizationDocumentPeriodBranchIdx: uniqueIndex(
+    organizationBranchProductDocumentPeriodIdx: uniqueIndex(
-      'document_sequences_org_doc_period_branch_idx'
+      'document_sequences_org_branch_product_doc_period_idx'
-    ).on(table.organizationId, table.documentType, table.period, table.branchId)
+    ).on(
+      table.organizationId,
+      table.branchId,
+      table.productType,
+      table.documentType,
+      table.period
+    )
   })
 );
 

src/db/seeds/crm-uat.seed.ts

@@ -3,12 +3,19 @@ import path from "node:path";
 import crypto from "node:crypto";
 import { pathToFileURL } from "node:url";
 import postgres from "postgres";
+import {
+  formatDocumentSequencePeriod,
+  normalizeDocumentSequenceProductType,
+  resolveDocumentSequenceOrganizationCode,
+  resolveDocumentSequenceProductTypeCode,
+} from "../../features/foundation/document-sequence/config.ts";
 
 type SqlClient = ReturnType<typeof postgres>;
 
 type OrganizationRow = {
   id: string;
   name: string;
+  slug: string;
   createdBy: string;
 };
 
@@ -891,16 +898,40 @@ function buildDocumentCode(prefix: string, number: number) {
   return `${prefix}${PERIOD}-${String(number).padStart(3, "0")}`;
 }
 
-function buildQuotationCode(productTypeCode: string, number: number) {
+function buildQuotationCode(input: {
-  const prefixByProductType: Record<string, string> = {
+  organizationSlug: string;
-    crane: "CR",
+  productTypeCode: string;
-    dockdoor: "DK",
+  number: number;
-    solarcell: "SOL",
+  quotationDate?: Date;
-    service: "SV",
+}) {
-    spare_part: "SP",
+  const normalizedProductType = normalizeDocumentSequenceProductType(
-  };
+    input.productTypeCode
+  );
+  const productTypePrefix =
+    resolveDocumentSequenceProductTypeCode(normalizedProductType);
+  const organizationCode = resolveDocumentSequenceOrganizationCode(
+    input.organizationSlug
+  );
 
-  return buildDocumentCode(prefixByProductType[productTypeCode] ?? "QT", number);
+  if (!productTypePrefix) {
+    throw new Error(
+      `Missing quotation product type sequence code for ${normalizedProductType}`
+    );
+  }
+
+  if (!organizationCode) {
+    throw new Error(
+      `Missing quotation organization sequence code for ${input.organizationSlug}`
+    );
+  }
+
+  const period = formatDocumentSequencePeriod(
+    input.quotationDate ?? new Date("2026-06-25T00:00:00.000Z")
+  );
+
+  return `${productTypePrefix}${organizationCode}${period}-${String(
+    input.number
+  ).padStart(3, "0")}`;
 }
 
 function pickSalesUser(
@@ -919,6 +950,17 @@ function seededNote(scope: string) {
   return `[${SEED_TAG}:${scope}]`;
 }
 
+function createQuotationSequenceAllocator(start = 1101) {
+  const counters = new Map<string, number>();
+
+  return (productTypeCode: string) => {
+    const normalized = normalizeDocumentSequenceProductType(productTypeCode);
+    const nextNumber = counters.get(normalized) ?? start;
+    counters.set(normalized, nextNumber + 1);
+    return nextNumber;
+  };
+}
+
 function daysAgo(days: number, hour = 9) {
   return new Date(Date.UTC(2026, 5, 25 - days, hour, 0, 0));
 }
@@ -979,7 +1021,7 @@ function getOptionalOptionId(
 
 async function loadOrganizations(sql: SqlClient): Promise<OrganizationRow[]> {
   return sql<OrganizationRow[]>`
-    select id, name, created_by as "createdBy"
+    select id, name, slug, created_by as "createdBy"
     from organizations
     order by name asc
   `;
@@ -2036,6 +2078,7 @@ function buildLeadAndOpportunityData(
 }
 
 function buildQuotationData(
+  organization: OrganizationRow,
   optionMap: Map<string, OptionRow>,
   storyOpportunityMap: Map<string, SeedOpportunity>,
   storyCustomerMap: Map<string, SeedCustomer>,
@@ -2051,7 +2094,7 @@ function buildQuotationData(
   const approvalRequests: SeedApprovalRequest[] = [];
   const approvalActions: SeedApprovalAction[] = [];
 
-  let quotationSequence = 1101;
+  const nextQuotationSequence = createQuotationSequenceAllocator(1101);
 
   const acceptedStories = new Set([
     "website-warehouse-crane-win",
@@ -2124,10 +2167,16 @@ function buildQuotationData(
       const taxRate = 7;
       const taxAmount = Math.round((subtotal - discount) * (taxRate / 100));
       const totalAmount = subtotal - discount + taxAmount;
+      const quotationNumber = nextQuotationSequence(story.productTypeCode);
 
       quotations.push({
         id: quotationId,
-        code: buildQuotationCode(story.productTypeCode, quotationSequence++),
+        code: buildQuotationCode({
+          organizationSlug: organization.slug,
+          productTypeCode: story.productTypeCode,
+          number: quotationNumber,
+          quotationDate,
+        }),
         opportunityId: opportunity.id,
         customerId: customer.id,
         contactId: contact?.id ?? null,
@@ -2463,12 +2512,19 @@ function buildQuotationData(
   const taxAmount = Math.round((subtotal - discount) * 0.07);
   const totalAmount = subtotal - discount + taxAmount;
   const quotationId = crypto.randomUUID();
+  const supplementalProductTypeCode = choose(
+    ["crane", "dockdoor", "solarcell"],
+    quotations.length
+  );
+  const quotationNumber = nextQuotationSequence(supplementalProductTypeCode);
   quotations.push({
     id: quotationId,
-      code: buildQuotationCode(
+    code: buildQuotationCode({
-        choose(["crane", "dockdoor", "solarcell"], quotations.length),
+      organizationSlug: organization.slug,
-        quotationSequence++
+      productTypeCode: supplementalProductTypeCode,
-      ),
+      number: quotationNumber,
+      quotationDate,
+    }),
     opportunityId: null,
     customerId: customer.id,
     contactId: contact?.id ?? null,
@@ -2478,7 +2534,7 @@ function buildQuotationData(
     quotationTypeId: getOptionId(
       optionMap,
       "crm_quotation_type",
-        choose(["crane", "dockdoor", "solarcell"], quotations.length),
+      supplementalProductTypeCode,
     ),
       projectName: `${customer.name} Supplemental Quotation ${quotations.length + 1}`,
       projectLocation: `${customer.district}, ${customer.province}`,
@@ -2866,12 +2922,13 @@ async function bumpDocumentSequences(
   sql: SqlClient,
   organizationId: string,
   branches: BranchRow[],
+  optionMap: Map<string, OptionRow>,
+  quotations: SeedQuotation[],
 ) {
   const documentTypes = [
     ["customer", 850],
     ["crm_lead", 980],
     ["crm_opportunity", 1050],
-    ["quotation", 1160],
   ] as const;
 
   for (const branch of branches) {
@@ -2881,11 +2938,46 @@ async function bumpDocumentSequences(
         set current_number = greatest(current_number, ${currentNumber}), updated_at = now()
         where organization_id = ${organizationId}
           and branch_id = ${branch.id}
+          and product_type = ${"all"}
           and document_type = ${documentType}
           and period = ${PERIOD}
       `;
     }
   }
+
+  const optionById = new Map(
+    [...optionMap.values()].map((option) => [option.id, option])
+  );
+  const quotationMaxByScope = new Map<string, number>();
+
+  for (const quotation of quotations) {
+    const option = optionById.get(quotation.quotationTypeId);
+    const productTypeCode = normalizeDocumentSequenceProductType(option?.code ?? "");
+    const branchId = quotation.branchId ?? "";
+    const runningNumber = Number(quotation.code.split("-").at(-1) ?? "0");
+
+    if (!productTypeCode || Number.isNaN(runningNumber)) {
+      continue;
+    }
+
+    const scopeKey = `${branchId}:${productTypeCode}`;
+    const current = quotationMaxByScope.get(scopeKey) ?? 0;
+    quotationMaxByScope.set(scopeKey, Math.max(current, runningNumber));
+  }
+
+  for (const [scopeKey, currentNumber] of quotationMaxByScope) {
+    const [branchId, productTypeCode] = scopeKey.split(":");
+
+    await sql`
+      update document_sequences
+      set current_number = greatest(current_number, ${currentNumber}), updated_at = now()
+      where organization_id = ${organizationId}
+        and branch_id = ${branchId}
+        and product_type = ${productTypeCode}
+        and document_type = ${"quotation"}
+        and period = ${PERIOD}
+    `;
+  }
 }
 
 async function seedOrganization(sql: SqlClient, organization: OrganizationRow) {
@@ -2916,6 +3008,7 @@ async function seedOrganization(sql: SqlClient, organization: OrganizationRow) {
     users,
   );
   const quotationData = buildQuotationData(
+    organization,
     optionMap,
     leadData.storyOpportunityMap,
     storyCustomerMap,
@@ -2944,7 +3037,13 @@ async function seedOrganization(sql: SqlClient, organization: OrganizationRow) {
     quotationData.approvalActions,
   );
 
-  await bumpDocumentSequences(sql, organization.id, branches);
+  await bumpDocumentSequences(
+    sql,
+    organization.id,
+    branches,
+    optionMap,
+    quotationData.quotations
+  );
 
   console.log(
     `[seed:crm-uat] ${organization.name}: ${customers.length} customers, ${leadData.leads.length} leads, ${leadData.opportunities.length} opportunities, ${quotationData.quotations.length} quotations`,

src/features/crm/quotations/server/service.ts

@@ -23,6 +23,7 @@ import {
   type CrmSecurityContext,
   canAccessScopedCrmRecord
 } from '@/features/crm/security/server/service';
+import { formatDocumentSequencePeriod } from '@/features/foundation/document-sequence/config';
 import { generateNextDocumentCode } from '@/features/foundation/document-sequence/service';
 import {
   resolveBranchDisplays,
@@ -1344,11 +1345,13 @@ export async function createQuotation(
     opportunityId: payload.opportunityId,
     customerId: payload.customerId
   });
-  const documentCode = await generateNextDocumentCode({
+const documentCode = await generateNextDocumentCode({
   organizationId,
   documentType: 'quotation',
-    branchId: payload.branchId ?? opportunity?.branchId ?? ''
+  branchId: payload.branchId ?? opportunity?.branchId ?? '',
-  });
+  productType: payload.quotationType,
+  period: formatDocumentSequencePeriod(new Date(payload.quotationDate))
+});
 
   return db.transaction(async (tx) => {
     const [created] = await tx
@@ -2229,11 +2232,13 @@ export async function createQuotationRevision(
   const currentItems = await listQuotationItems(quotationId, organizationId);
   const currentCustomers = await listQuotationCustomers(quotationId, organizationId);
   const currentTopics = await listQuotationTopics(quotationId, organizationId);
-  const documentCode = await generateNextDocumentCode({
+const documentCode = await generateNextDocumentCode({
   organizationId,
   documentType: 'quotation',
-    branchId: parent.branchId ?? ''
+  branchId: parent.branchId ?? '',
-  });
+  productType: parent.quotationType,
+  period: formatDocumentSequencePeriod(new Date())
+});
 
   return db.transaction(async (tx) => {
     const [created] = await tx

src/features/foundation/document-sequence/components/document-sequence-settings.tsx

@@ -15,16 +15,15 @@ import {
   DialogTitle
 } from '@/components/ui/dialog';
 import { Input } from '@/components/ui/input';
-import {
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue
-} from '@/components/ui/select';
 import { Switch } from '@/components/ui/switch';
 import { formatDateTime } from '@/lib/date-format';
 import type { FoundationBranch } from '@/features/foundation/branch-scope/types';
+import {
+  DOCUMENT_SEQUENCE_DEFAULT_FORMAT,
+  DOCUMENT_SEQUENCE_DEFAULT_RESET_POLICY,
+  DOCUMENT_SEQUENCE_GENERIC_PRODUCT_TYPE
+} from '../config';
 import {
   createDocumentSequenceMutation,
   deleteDocumentSequenceMutation,
@@ -35,19 +34,31 @@ import { documentSequencesQueryOptions } from '../queries';
 import type {
   DocumentSequenceBranchOption,
   DocumentSequenceListItem,
-  DocumentSequenceMutationPayload
+  DocumentSequenceMutationPayload,
+  DocumentSequenceProductTypeOption
 } from '../types';
 
 type SequenceState = {
   documentType: string;
+  productType: string;
   prefix: string;
   period: string;
   branchId: string;
   currentNumber: string;
   paddingLength: string;
+  format: string;
+  resetPolicy: string;
   isActive: boolean;
 };
 
+type SequenceFilters = {
+  branchId: string;
+  productType: string;
+  documentType: string;
+  period: string;
+  prefix: string;
+};
+
 function toBranchOptions(branches: FoundationBranch[]): DocumentSequenceBranchOption[] {
   return branches.map((branch) => ({
     id: branch.id,
@@ -60,23 +71,29 @@ function toBranchOptions(branches: FoundationBranch[]): DocumentSequenceBranchOp
 function toState(sequence?: DocumentSequenceListItem): SequenceState {
   return {
     documentType: sequence?.documentType ?? 'quotation',
-    prefix: sequence?.prefix ?? 'QT',
+    productType: sequence?.productType ?? 'crane',
+    prefix: sequence?.prefix ?? '',
     period: sequence?.period ?? '',
     branchId: sequence?.branchId ?? '__all__',
     currentNumber: String(sequence?.currentNumber ?? 0),
     paddingLength: String(sequence?.paddingLength ?? 3),
+    format: sequence?.format ?? DOCUMENT_SEQUENCE_DEFAULT_FORMAT,
+    resetPolicy: sequence?.resetPolicy ?? DOCUMENT_SEQUENCE_DEFAULT_RESET_POLICY,
     isActive: sequence?.isActive ?? true
   };
 }
 
 function buildPayload(state: SequenceState): DocumentSequenceMutationPayload {
   return {
-    documentType: state.documentType,
+    documentType: state.documentType.trim(),
-    prefix: state.prefix,
+    productType: state.productType,
-    period: state.period,
+    prefix: state.prefix.trim(),
+    period: state.period.trim(),
     branchId: state.branchId === '__all__' ? null : state.branchId,
-    currentNumber: Number(state.currentNumber || 0),
+    currentNumber: Number(state.currentNumber),
-    paddingLength: Number(state.paddingLength || 3),
+    paddingLength: Number(state.paddingLength),
+    format: state.format.trim(),
+    resetPolicy: state.resetPolicy.trim(),
     isActive: state.isActive
   };
 }
@@ -85,14 +102,21 @@ function SequenceDialog({
   open,
   onOpenChange,
   sequence,
-  branches
+  branches,
+  productTypes
 }: {
   open: boolean;
   onOpenChange: (open: boolean) => void;
   sequence?: DocumentSequenceListItem;
   branches: DocumentSequenceBranchOption[];
+  productTypes: DocumentSequenceProductTypeOption[];
 }) {
-  const [state, setState] = React.useState<SequenceState>(toState(sequence));
+  const [state, setState] = React.useState<SequenceState>(() => toState(sequence));
+
+  React.useEffect(() => {
+    setState(toState(sequence));
+  }, [sequence]);
+
   const createMutation = useMutation({
     ...createDocumentSequenceMutation,
     onSuccess: () => {
@@ -100,7 +124,7 @@ function SequenceDialog({
       onOpenChange(false);
     },
     onError: (error) => {
-      toast.error(error instanceof Error ? error.message : 'Create failed');
+      toast.error(error instanceof Error ? error.message : 'Unable to save sequence');
     }
   });
   const updateMutation = useMutation({
@@ -110,40 +134,35 @@ function SequenceDialog({
       onOpenChange(false);
     },
     onError: (error) => {
-      toast.error(error instanceof Error ? error.message : 'Update failed');
+      toast.error(error instanceof Error ? error.message : 'Unable to save sequence');
     }
   });
+  const isPending = createMutation.isPending || updateMutation.isPending;
 
-  React.useEffect(() => {
+  function onSubmit(event: React.FormEvent<HTMLFormElement>) {
-    if (open) {
-      setState(toState(sequence));
-    }
-  }, [open, sequence]);
-
-  async function onSubmit(event: React.FormEvent) {
     event.preventDefault();
     const payload = buildPayload(state);
 
     if (sequence) {
-      await updateMutation.mutateAsync({ id: sequence.id, values: payload });
+      updateMutation.mutate({ id: sequence.id, values: payload });
       return;
     }
 
-    await createMutation.mutateAsync(payload);
+    createMutation.mutate(payload);
   }
 
-  const isPending = createMutation.isPending || updateMutation.isPending;
-
   return (
     <Dialog open={open} onOpenChange={onOpenChange}>
-      <DialogContent>
+      <DialogContent className='max-w-2xl'>
         <DialogHeader>
           <DialogTitle>{sequence ? 'Edit Sequence' : 'Create Sequence'}</DialogTitle>
           <DialogDescription>
             Preview never increments the counter. Generation remains server-side only.
           </DialogDescription>
         </DialogHeader>
+
         <form onSubmit={onSubmit} className='grid gap-4'>
+          <div className='grid gap-4 md:grid-cols-2'>
             <Input
               placeholder='Document type'
               value={state.documentType}
@@ -151,6 +170,27 @@ function SequenceDialog({
                 setState((current) => ({ ...current, documentType: event.target.value }))
               }
             />
+            <Select
+              value={state.productType}
+              onValueChange={(value) => setState((current) => ({ ...current, productType: value }))}
+            >
+              <SelectTrigger>
+                <SelectValue placeholder='Select product type scope' />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value={DOCUMENT_SEQUENCE_GENERIC_PRODUCT_TYPE}>
+                  All Product Types
+                </SelectItem>
+                {productTypes.map((productType) => (
+                  <SelectItem key={productType.code} value={productType.code}>
+                    {productType.label}
+                    {productType.sequenceCode ? ` (${productType.sequenceCode})` : ''}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          </div>
+
           <div className='grid gap-4 md:grid-cols-2'>
             <Input
               placeholder='Prefix'
@@ -160,19 +200,18 @@ function SequenceDialog({
               }
             />
             <Input
-              placeholder='Period'
+              placeholder='Period (YYMM)'
               value={state.period}
               onChange={(event) =>
                 setState((current) => ({ ...current, period: event.target.value }))
               }
             />
           </div>
+
           <div className='grid gap-4 md:grid-cols-3'>
             <Select
               value={state.branchId}
-              onValueChange={(value) =>
+              onValueChange={(value) => setState((current) => ({ ...current, branchId: value }))}
-                setState((current) => ({ ...current, branchId: value }))
-              }
             >
               <SelectTrigger>
                 <SelectValue placeholder='Select branch scope' />
@@ -201,11 +240,29 @@ function SequenceDialog({
               }
             />
           </div>
+
+          <div className='grid gap-4 md:grid-cols-2'>
+            <Input
+              placeholder='Format'
+              value={state.format}
+              onChange={(event) =>
+                setState((current) => ({ ...current, format: event.target.value }))
+              }
+            />
+            <Input
+              placeholder='Reset policy'
+              value={state.resetPolicy}
+              onChange={(event) =>
+                setState((current) => ({ ...current, resetPolicy: event.target.value }))
+              }
+            />
+          </div>
+
           <div className='flex items-center justify-between rounded-lg border px-4 py-3'>
             <div>
               <div className='font-medium'>Active</div>
               <div className='text-muted-foreground text-sm'>
-                Inactive sequences can stay preserved for legacy numbering.
+                Inactive sequences stay preserved for legacy numbering history.
               </div>
             </div>
             <Switch
@@ -215,6 +272,7 @@ function SequenceDialog({
               }
             />
           </div>
+
           <DialogFooter>
             <Button type='button' variant='outline' onClick={() => onOpenChange(false)}>
               Cancel
@@ -229,16 +287,28 @@ function SequenceDialog({
   );
 }
 
-export function DocumentSequenceSettings({ branches }: { branches: FoundationBranch[] }) {
+export function DocumentSequenceSettings({
+  branches,
+  productTypes,
+  organizationName
+}: {
+  branches: FoundationBranch[];
+  productTypes: DocumentSequenceProductTypeOption[];
+  organizationName: string;
+}) {
   const { data } = useSuspenseQuery(documentSequencesQueryOptions());
-  const [dialogState, setDialogState] = React.useState<{
+  const [dialogState, setDialogState] = React.useState<{ open: boolean; sequence?: DocumentSequenceListItem }>({
-    open: boolean;
-    sequence?: DocumentSequenceListItem;
-  }>({
     open: false
   });
-  const branchOptions = React.useMemo(() => toBranchOptions(branches), [branches]);
+  const [filters, setFilters] = React.useState<SequenceFilters>({
+    branchId: '__all__',
+    productType: '__all__',
+    documentType: '',
+    period: '',
+    prefix: ''
+  });
 
+  const branchOptions = React.useMemo(() => toBranchOptions(branches), [branches]);
   const resetMutation = useMutation({
     ...resetDocumentSequenceMutation,
     onSuccess: () => {
@@ -258,14 +328,48 @@ export function DocumentSequenceSettings({ branches }: { branches: FoundationBra
     }
   });
 
+  const items = React.useMemo(() => {
+    return data.items.filter((sequence) => {
+      if (filters.branchId !== '__all__' && (sequence.branchId ?? '__all__') !== filters.branchId) {
+        return false;
+      }
+
+      if (filters.productType !== '__all__' && sequence.productType !== filters.productType) {
+        return false;
+      }
+
+      if (
+        filters.documentType.trim() &&
+        !sequence.documentType.toLowerCase().includes(filters.documentType.trim().toLowerCase())
+      ) {
+        return false;
+      }
+
+      if (filters.period.trim() && sequence.period !== filters.period.trim()) {
+        return false;
+      }
+
+      if (
+        filters.prefix.trim() &&
+        !`${sequence.prefix} ${sequence.format}`
+          .toLowerCase()
+          .includes(filters.prefix.trim().toLowerCase())
+      ) {
+        return false;
+      }
+
+      return true;
+    });
+  }, [data.items, filters]);
+
   return (
     <div className='space-y-6'>
-      <div className='flex items-center justify-between gap-4 rounded-lg border p-4'>
+      <div className='flex flex-wrap items-center justify-between gap-4 rounded-lg border p-4'>
         <div>
           <div className='font-medium'>Document Sequence Admin</div>
           <div className='text-muted-foreground text-sm'>
-            Maintain organization-scoped numbering strategy without rewriting historic document
+            Maintain running numbers by organization, branch, product type, document type, and
-            codes.
+            period without rewriting historical codes.
           </div>
         </div>
         <Button onClick={() => setDialogState({ open: true })}>
@@ -274,27 +378,83 @@ export function DocumentSequenceSettings({ branches }: { branches: FoundationBra
         </Button>
       </div>
 
-      {data.items.length === 0 ? (
+      <div className='grid gap-4 md:grid-cols-6'>
+        <div className='rounded-lg border p-4'>
+          <div className='text-muted-foreground text-xs'>Organization</div>
+          <div className='mt-1 text-sm font-medium'>{organizationName}</div>
+        </div>
+        <Select
+          value={filters.branchId}
+          onValueChange={(value) => setFilters((current) => ({ ...current, branchId: value }))}
+        >
+          <SelectTrigger>
+            <SelectValue placeholder='Filter branch' />
+          </SelectTrigger>
+          <SelectContent>
+            <SelectItem value='__all__'>All Branches</SelectItem>
+            {branchOptions.map((branch) => (
+              <SelectItem key={branch.id} value={branch.id}>
+                {branch.displayName}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+        <Select
+          value={filters.productType}
+          onValueChange={(value) => setFilters((current) => ({ ...current, productType: value }))}
+        >
+          <SelectTrigger>
+            <SelectValue placeholder='Filter product type' />
+          </SelectTrigger>
+          <SelectContent>
+            <SelectItem value='__all__'>All Product Types</SelectItem>
+            {productTypes.map((productType) => (
+              <SelectItem key={productType.code} value={productType.code}>
+                {productType.label}
+              </SelectItem>
+            ))}
+            <SelectItem value='legacy'>Legacy</SelectItem>
+          </SelectContent>
+        </Select>
+        <Input
+          placeholder='Filter document type'
+          value={filters.documentType}
+          onChange={(event) =>
+            setFilters((current) => ({ ...current, documentType: event.target.value }))
+          }
+        />
+        <Input
+          placeholder='Filter period (YYMM)'
+          value={filters.period}
+          onChange={(event) =>
+            setFilters((current) => ({ ...current, period: event.target.value }))
+          }
+        />
+        <Input
+          placeholder='Filter prefix / format'
+          value={filters.prefix}
+          onChange={(event) => {
+            setFilters((current) => ({
+              ...current,
+              prefix: event.target.value
+            }));
+          }}
+        />
+      </div>
+
+      {items.length === 0 ? (
         <div className='text-muted-foreground rounded-lg border border-dashed p-8 text-center text-sm'>
-          No document sequences configured yet.
+          No document sequences match the current filters.
         </div>
       ) : (
-        data.items.map((sequence) => (
+        items.map((sequence) => (
           <div key={sequence.id} className='rounded-xl border p-5'>
             <div className='flex flex-wrap items-start justify-between gap-4'>
               <div>
                 <div className='text-xl font-semibold'>{sequence.documentType}</div>
                 <div className='text-muted-foreground text-sm'>
-                  {sequence.prefix} {sequence.period} {'\u2022'}{' '}
+                  {sequence.prefix} {sequence.period} {'\u2022'} {sequence.branchDisplayName}{' '}
-                  <span
+                  {'\u2022'} {sequence.productTypeLabel ?? sequence.productType}
-                    className={
-                      sequence.branchName || !sequence.branchId
-                        ? undefined
-                        : 'text-muted-foreground italic'
-                    }
-                  >
-                    {sequence.branchDisplayName ?? 'All Branches'}
-                  </span>
                 </div>
               </div>
               <div className='flex gap-2'>
@@ -305,36 +465,31 @@ export function DocumentSequenceSettings({ branches }: { branches: FoundationBra
               </div>
             </div>
 
-            <div className='mt-4 grid gap-4 md:grid-cols-4'>
+            <div className='mt-4 grid gap-4 md:grid-cols-4 xl:grid-cols-8'>
-              <div className='rounded-lg bg-muted/40 p-4'>
+              <MetricCard label='Organization' value={sequence.organizationName ?? '-'} />
-                <div className='text-muted-foreground text-xs'>Branch</div>
+              <MetricCard label='Branch' value={sequence.branchDisplayName ?? 'All Branches'} />
-                <div className='mt-1 text-sm font-medium'>
+              <MetricCard
-                  {sequence.branchDisplayName ?? 'All Branches'}
+                label='Product Type'
-                </div>
+                value={sequence.productTypeLabel ?? sequence.productType}
-              </div>
+              />
-              <div className='rounded-lg bg-muted/40 p-4'>
+              <MetricCard label='Period' value={sequence.period} />
-                <div className='text-muted-foreground text-xs'>Current Number</div>
+              <MetricCard label='Prefix' value={sequence.prefix} />
-                <div className='mt-1 text-sm font-medium'>{sequence.currentNumber}</div>
+              <MetricCard label='Format' value={sequence.format} />
-              </div>
+              <MetricCard label='Current Number' value={String(sequence.currentNumber)} />
-              <div className='rounded-lg bg-muted/40 p-4'>
+              <MetricCard label='Updated At' value={formatDateTime(sequence.updatedAt)} />
-                <div className='text-muted-foreground text-xs'>Padding Length</div>
-                <div className='mt-1 text-sm font-medium'>{sequence.paddingLength}</div>
-              </div>
-              <div className='rounded-lg bg-muted/40 p-4'>
-                <div className='text-muted-foreground text-xs'>Updated At</div>
-                <div className='mt-1 text-sm font-medium'>{formatDateTime(sequence.updatedAt)}</div>
-              </div>
             </div>
 
             <div className='mt-4 flex flex-wrap gap-2'>
               <Button
                 variant='outline'
+                size='sm'
                 onClick={() => setDialogState({ open: true, sequence })}
               >
-                Edit Sequence
+                Edit
               </Button>
               <Button
                 variant='outline'
+                size='sm'
                 onClick={() =>
                   resetMutation.mutate({
                     id: sequence.id,
@@ -343,10 +498,11 @@ export function DocumentSequenceSettings({ branches }: { branches: FoundationBra
                 }
                 isLoading={resetMutation.isPending}
               >
-                Reset Counter
+                Reset
               </Button>
               <Button
                 variant='outline'
+                size='sm'
                 onClick={() => deleteMutation.mutate(sequence.id)}
                 isLoading={deleteMutation.isPending}
               >
@@ -362,7 +518,17 @@ export function DocumentSequenceSettings({ branches }: { branches: FoundationBra
         onOpenChange={(open) => setDialogState((current) => ({ ...current, open }))}
         sequence={dialogState.sequence}
         branches={branchOptions}
+        productTypes={productTypes}
       />
     </div>
   );
 }
+
+function MetricCard({ label, value }: { label: string; value: string }) {
+  return (
+    <div className='rounded-lg bg-muted/40 p-4'>
+      <div className='text-muted-foreground text-xs'>{label}</div>
+      <div className='mt-1 text-sm font-medium'>{value}</div>
+    </div>
+  );
+}

src/features/foundation/document-sequence/config.test.ts

@@ -0,0 +1,33 @@
+import assert from 'node:assert/strict';
+import test from 'node:test';
+import {
+  formatDocumentSequencePeriod,
+  normalizeDocumentSequenceProductType,
+  resolveDocumentSequenceOrganizationCode,
+  resolveDocumentSequenceProductTypeCode
+} from './config';
+
+test('resolveDocumentSequenceProductTypeCode supports current CRM product type aliases', () => {
+  assert.equal(resolveDocumentSequenceProductTypeCode('crane'), 'CR');
+  assert.equal(resolveDocumentSequenceProductTypeCode('dockdoor'), 'DK');
+  assert.equal(resolveDocumentSequenceProductTypeCode('dock_door'), 'DK');
+  assert.equal(resolveDocumentSequenceProductTypeCode('solarcell'), 'SC');
+  assert.equal(resolveDocumentSequenceProductTypeCode('service'), 'SV');
+  assert.equal(resolveDocumentSequenceProductTypeCode('sparepart'), 'SP');
+});
+
+test('resolveDocumentSequenceOrganizationCode uses centralized slug mapping', () => {
+  assert.equal(resolveDocumentSequenceOrganizationCode('alla'), 'A');
+  assert.equal(resolveDocumentSequenceOrganizationCode('alla-demo'), 'A');
+  assert.equal(resolveDocumentSequenceOrganizationCode('onvalla'), 'O');
+  assert.equal(resolveDocumentSequenceOrganizationCode('unknown-org'), null);
+});
+
+test('formatDocumentSequencePeriod returns YYMM format', () => {
+  assert.equal(formatDocumentSequencePeriod(new Date('2026-06-15T00:00:00.000Z')), '2606');
+});
+
+test('normalizeDocumentSequenceProductType keeps explicit generic fallback', () => {
+  assert.equal(normalizeDocumentSequenceProductType('Dock Door'), 'dock_door');
+  assert.equal(normalizeDocumentSequenceProductType(''), 'all');
+});

src/features/foundation/document-sequence/config.ts

@@ -0,0 +1,40 @@
+export const DOCUMENT_SEQUENCE_DEFAULT_FORMAT = '{prefix}{period}-{running}';
+export const DOCUMENT_SEQUENCE_DEFAULT_RESET_POLICY = 'period';
+export const DOCUMENT_SEQUENCE_GENERIC_PRODUCT_TYPE = 'all';
+export const DOCUMENT_SEQUENCE_LEGACY_PRODUCT_TYPE = 'legacy';
+
+export const DOCUMENT_SEQUENCE_PRODUCT_TYPE_CODES: Record<string, string> = {
+  crane: 'CR',
+  dockdoor: 'DK',
+  dock_door: 'DK',
+  solarcell: 'SC',
+  solar_cell: 'SC',
+  solar: 'SC',
+  service: 'SV',
+  sparepart: 'SP',
+  spare_part: 'SP'
+};
+
+export const DOCUMENT_SEQUENCE_ORGANIZATION_CODES: Record<string, string> = {
+  alla: 'A',
+  'alla-demo': 'A',
+  onvalla: 'O'
+};
+
+export function normalizeDocumentSequenceProductType(value?: string | null) {
+  return value?.trim().toLowerCase().replace(/[\s-]+/g, '_') || DOCUMENT_SEQUENCE_GENERIC_PRODUCT_TYPE;
+}
+
+export function formatDocumentSequencePeriod(date: Date) {
+  const year = String(date.getFullYear()).slice(-2);
+  const month = String(date.getMonth() + 1).padStart(2, '0');
+  return `${year}${month}`;
+}
+
+export function resolveDocumentSequenceProductTypeCode(productType: string) {
+  return DOCUMENT_SEQUENCE_PRODUCT_TYPE_CODES[normalizeDocumentSequenceProductType(productType)] ?? null;
+}
+
+export function resolveDocumentSequenceOrganizationCode(slug?: string | null) {
+  return slug ? DOCUMENT_SEQUENCE_ORGANIZATION_CODES[slug.trim().toLowerCase()] ?? null : null;
+}

src/features/foundation/document-sequence/service.ts

@@ -1,9 +1,19 @@
-import { and, asc, eq, sql } from 'drizzle-orm';
+import { and, asc, eq, ne, sql } from 'drizzle-orm';
-import { documentSequences } from '@/db/schema';
+import { documentSequences, organizations } from '@/db/schema';
+import { auditAction } from '@/features/foundation/audit-log/service';
 import { resolveBranchDisplays } from '@/features/foundation/display/server/display-resolver';
+import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
 import { getCurrentOrganization } from '@/features/foundation/organization-context/service';
 import { db } from '@/lib/db';
 import { AuthError } from '@/lib/auth/session';
+import {
+  DOCUMENT_SEQUENCE_DEFAULT_FORMAT,
+  DOCUMENT_SEQUENCE_DEFAULT_RESET_POLICY,
+  DOCUMENT_SEQUENCE_GENERIC_PRODUCT_TYPE,
+  normalizeDocumentSequenceProductType,
+  resolveDocumentSequenceOrganizationCode,
+  resolveDocumentSequenceProductTypeCode
+} from './config';
 import type {
   DocumentSequenceInput,
   DocumentSequenceListItem,
@@ -13,6 +23,8 @@ import type {
   DocumentSequenceResult
 } from './types';
 
+const PRODUCT_TYPE_CATEGORY = 'crm_product_type';
+
 const DEFAULT_DOCUMENT_PREFIXES: Record<string, string> = {
   customer: 'CUS',
   contact: 'CON',
@@ -23,26 +35,54 @@ const DEFAULT_DOCUMENT_PREFIXES: Record<string, string> = {
   approval: 'APV'
 };
 
+type OrganizationRecord = {
+  id: string;
+  name: string;
+  slug: string;
+};
+
 function getCurrentPeriod(date = new Date()) {
   const year = String(date.getFullYear()).slice(-2);
   const month = String(date.getMonth() + 1).padStart(2, '0');
-
   return `${year}${month}`;
 }
 
-function buildDocumentCode(
-  prefix: string,
-  period: string,
-  nextNumber: number,
-  paddingLength: number
-) {
-  return `${prefix}${period}-${String(nextNumber).padStart(paddingLength, '0')}`;
-}
-
 function normalizeBranchId(branchId?: string | null) {
   return branchId?.trim() || '';
 }
 
+function normalizeDocumentType(documentType: string) {
+  const normalized = documentType.trim();
+
+  if (!normalized) {
+    throw new AuthError('Document type is required.', 400);
+  }
+
+  return normalized;
+}
+
+function normalizePeriod(period?: string | null) {
+  const normalized = period?.trim();
+
+  if (!normalized) {
+    throw new AuthError('Period is required.', 400);
+  }
+
+  if (!/^\d{4}$/.test(normalized)) {
+    throw new AuthError('Period must use YYMM format.', 400);
+  }
+
+  return normalized;
+}
+
+function normalizeFormat(value?: string | null) {
+  return value?.trim() || DOCUMENT_SEQUENCE_DEFAULT_FORMAT;
+}
+
+function normalizeResetPolicy(value?: string | null) {
+  return value?.trim() || DOCUMENT_SEQUENCE_DEFAULT_RESET_POLICY;
+}
+
 function formatBranchDisplayName(input: {
   branchId: string | null;
   branchCode?: string | null;
@@ -63,104 +103,198 @@ function formatBranchDisplayName(input: {
   return `Unknown Branch (${input.branchId})`;
 }
 
-async function resolveOrganizationId(organizationId?: string) {
+function buildDocumentCode(
-  if (organizationId) {
+  format: string,
-    return organizationId;
+  prefix: string,
-  }
+  period: string,
+  nextNumber: number,
+  paddingLength: number
+) {
+  const running = String(nextNumber).padStart(paddingLength, '0');
 
-  const organization = await getCurrentOrganization();
+  return format
-  if (!organization) {
+    .replaceAll('{prefix}', prefix)
-    throw new AuthError('Active organization required', 400);
+    .replaceAll('{period}', period)
-  }
+    .replaceAll('{running}', running);
-
-  return organization.id;
 }
 
-function toSequenceResult(row: typeof documentSequences.$inferSelect): DocumentSequenceResult {
+async function resolveOrganizationRecord(organizationId?: string): Promise<OrganizationRecord> {
-  const nextNumber = row.currentNumber + 1;
+  if (!organizationId) {
+    const organization = await getCurrentOrganization();
+
+    if (!organization) {
+      throw new AuthError('Active organization required.', 400);
+    }
 
     return {
-    code: buildDocumentCode(row.prefix, row.period, nextNumber, row.paddingLength),
+      id: organization.id,
-    documentType: row.documentType,
+      name: organization.name,
-    branchId: row.branchId || null,
+      slug: organization.slug
-    currentNumber: row.currentNumber,
-    nextNumber,
-    period: row.period,
-    prefix: row.prefix
     };
+  }
+
+  const [organization] = await db
+    .select({
+      id: organizations.id,
+      name: organizations.name,
+      slug: organizations.slug
+    })
+    .from(organizations)
+    .where(eq(organizations.id, organizationId))
+    .limit(1);
+
+  if (!organization) {
+    throw new AuthError('Organization not found.', 404);
+  }
+
+  return organization;
+}
+
+async function resolveProductTypeMap(organizationId: string) {
+  const options = await getActiveOptionsByCategory(PRODUCT_TYPE_CATEGORY, { organizationId });
+
+  return new Map(
+    options.map((option) => [
+      normalizeDocumentSequenceProductType(option.code),
+      {
+        id: option.id,
+        code: normalizeDocumentSequenceProductType(option.code),
+        label: option.label
+      }
+    ])
+  );
+}
+
+async function resolveScopedProductType(input: {
+  organizationId: string;
+  documentType: string;
+  productType?: string | null;
+}) {
+  const normalizedDocumentType = normalizeDocumentType(input.documentType);
+  const requestedProductType = input.productType?.trim();
+
+  if (normalizedDocumentType !== 'quotation') {
+    return requestedProductType
+      ? normalizeDocumentSequenceProductType(requestedProductType)
+      : DOCUMENT_SEQUENCE_GENERIC_PRODUCT_TYPE;
+  }
+
+  if (!requestedProductType) {
+    throw new AuthError('Product type is required for quotation document sequences.', 400);
+  }
+
+  const productTypeMap = await resolveProductTypeMap(input.organizationId);
+  const normalizedRequestedProductType =
+    normalizeDocumentSequenceProductType(requestedProductType);
+
+  const byCode = productTypeMap.get(normalizedRequestedProductType);
+  if (byCode) {
+    return byCode.code;
+  }
+
+  const byId = [...productTypeMap.values()].find((option) => option.id === requestedProductType);
+  if (byId) {
+    return byId.code;
+  }
+
+  throw new AuthError('Missing product type code configuration for this quotation type.', 400);
+}
+
+async function resolvePrefix(input: {
+  organization: OrganizationRecord;
+  documentType: string;
+  productType: string;
+  prefix?: string | null;
+}) {
+  const manualPrefix = input.prefix?.trim();
+  if (manualPrefix) {
+    return manualPrefix;
+  }
+
+  if (input.documentType !== 'quotation') {
+    return DEFAULT_DOCUMENT_PREFIXES[input.documentType] ?? input.documentType.slice(0, 3).toUpperCase();
+  }
+
+  const organizationCode = resolveDocumentSequenceOrganizationCode(input.organization.slug);
+  if (!organizationCode) {
+    throw new AuthError(
+      `Missing organization code configuration for ${input.organization.slug}.`,
+      400
+    );
+  }
+
+  const productTypeCode = resolveDocumentSequenceProductTypeCode(input.productType);
+  if (!productTypeCode) {
+    throw new AuthError(`Missing product type code configuration for ${input.productType}.`, 400);
+  }
+
+  return `${productTypeCode}${organizationCode}`;
 }
 
 async function assertSequence(id: string, organizationId: string) {
   const row = await db.query.documentSequences.findFirst({
-    where: and(
+    where: and(eq(documentSequences.id, id), eq(documentSequences.organizationId, organizationId))
-      eq(documentSequences.id, id),
-      eq(documentSequences.organizationId, organizationId)
-    )
   });
 
   if (!row) {
-    throw new AuthError('Document sequence not found', 404);
+    throw new AuthError('Document sequence not found.', 404);
   }
 
   return row;
 }
 
-async function ensureSequenceRow(
+async function assertUniqueScope(input: {
-  organizationId: string,
+  organizationId: string;
-  documentType: string,
+  branchId: string;
-  period: string,
+  productType: string;
-  branchId: string
+  documentType: string;
-) {
+  period: string;
+  currentId?: string;
+}) {
   const existing = await db.query.documentSequences.findFirst({
     where: and(
-      eq(documentSequences.organizationId, organizationId),
+      eq(documentSequences.organizationId, input.organizationId),
-      eq(documentSequences.documentType, documentType),
+      eq(documentSequences.branchId, input.branchId),
-      eq(documentSequences.period, period),
+      eq(documentSequences.productType, input.productType),
-      eq(documentSequences.branchId, branchId)
+      eq(documentSequences.documentType, input.documentType),
+      eq(documentSequences.period, input.period),
+      ...(input.currentId ? [ne(documentSequences.id, input.currentId)] : [])
     )
   });
 
   if (existing) {
-    return existing;
+    throw new AuthError(
+      'Duplicate document sequence scope for organization, branch, product type, document type, and period.',
+      409
+    );
   }
-
-  const prefix =
-    DEFAULT_DOCUMENT_PREFIXES[documentType] ?? documentType.slice(0, 3).toUpperCase();
-
-  const [created] = await db
-    .insert(documentSequences)
-    .values({
-      id: crypto.randomUUID(),
-      organizationId,
-      branchId,
-      documentType,
-      period,
-      prefix,
-      currentNumber: 0,
-      paddingLength: 3,
-      isActive: true
-    })
-    .returning();
-
-  return created;
 }
 
 async function mapSequenceRecords(
-  organizationId: string,
+  organization: OrganizationRecord,
   rows: Array<typeof documentSequences.$inferSelect>
 ) {
-  const branchDisplayMap = await resolveBranchDisplays({
+  const [branchDisplayMap, productTypeMap] = await Promise.all([
-    organizationId,
+    resolveBranchDisplays({
+      organizationId: organization.id,
       branchIds: rows.map((row) => row.branchId || null)
-  });
+    }),
+    resolveProductTypeMap(organization.id)
+  ]);
+
+  const organizationCode = resolveDocumentSequenceOrganizationCode(organization.slug);
 
   return rows.map((row) => {
     const branchId = row.branchId || null;
     const branchDisplay = branchId ? (branchDisplayMap.get(branchId) ?? null) : null;
+    const normalizedProductType = normalizeDocumentSequenceProductType(row.productType);
+    const productType = productTypeMap.get(normalizedProductType) ?? null;
 
     return {
       id: row.id,
       organizationId: row.organizationId,
+      organizationName: organization.name,
+      organizationCode,
       branchId,
       branchCode: branchDisplay?.code ?? null,
       branchName: branchDisplay?.name ?? null,
@@ -169,11 +303,24 @@ async function mapSequenceRecords(
         branchCode: branchDisplay?.code ?? null,
         branchName: branchDisplay?.name ?? null
       }),
+      productType: normalizedProductType,
+      productTypeLabel:
+        normalizedProductType === DOCUMENT_SEQUENCE_GENERIC_PRODUCT_TYPE
+          ? 'All Product Types'
+          : normalizedProductType === 'legacy'
+            ? 'Legacy'
+            : productType?.label ?? null,
+      productTypeSequenceCode:
+        normalizedProductType === 'legacy'
+          ? null
+          : resolveDocumentSequenceProductTypeCode(normalizedProductType),
       documentType: row.documentType,
       prefix: row.prefix,
       period: row.period,
       currentNumber: row.currentNumber,
       paddingLength: row.paddingLength,
+      format: row.format,
+      resetPolicy: row.resetPolicy,
       isActive: row.isActive,
       createdAt: row.createdAt.toISOString(),
       updatedAt: row.updatedAt.toISOString()
@@ -181,24 +328,46 @@ async function mapSequenceRecords(
   });
 }
 
+function toSequenceResult(row: typeof documentSequences.$inferSelect): DocumentSequenceResult {
+  return {
+    code: buildDocumentCode(
+      row.format,
+      row.prefix,
+      row.period,
+      row.currentNumber + 1,
+      row.paddingLength
+    ),
+    documentType: row.documentType,
+    productType: row.productType,
+    branchId: row.branchId || null,
+    currentNumber: row.currentNumber,
+    nextNumber: row.currentNumber + 1,
+    period: row.period,
+    prefix: row.prefix
+  };
+}
+
 export async function listDocumentSequences(
   organizationId: string
 ): Promise<DocumentSequenceListItem[]> {
+  const organization = await resolveOrganizationRecord(organizationId);
   const rows = await db
     .select()
     .from(documentSequences)
-    .where(eq(documentSequences.organizationId, organizationId))
+    .where(eq(documentSequences.organizationId, organization.id))
     .orderBy(
       asc(documentSequences.documentType),
+      asc(documentSequences.productType),
       asc(documentSequences.period),
       asc(documentSequences.branchId)
     );
 
-  const records = await mapSequenceRecords(organizationId, rows);
+  const records = await mapSequenceRecords(organization, rows);
 
   return records.map((record) => ({
     ...record,
     nextPreview: buildDocumentCode(
+      record.format,
       record.prefix,
       record.period,
       record.currentNumber + 1,
@@ -211,8 +380,9 @@ export async function getDocumentSequence(
   id: string,
   organizationId: string
 ): Promise<DocumentSequenceRecord> {
-  const row = await assertSequence(id, organizationId);
+  const organization = await resolveOrganizationRecord(organizationId);
-  const [record] = await mapSequenceRecords(organizationId, [row]);
+  const row = await assertSequence(id, organization.id);
+  const [record] = await mapSequenceRecords(organization, [row]);
 
   return record;
 }
@@ -221,24 +391,49 @@ export async function createDocumentSequence(
   organizationId: string,
   payload: DocumentSequenceMutationPayload
 ): Promise<DocumentSequenceRecord> {
+  const organization = await resolveOrganizationRecord(organizationId);
+  const documentType = normalizeDocumentType(payload.documentType);
   const branchId = normalizeBranchId(payload.branchId);
+  const productType = await resolveScopedProductType({
+    organizationId: organization.id,
+    documentType,
+    productType: payload.productType
+  });
+  const period = normalizePeriod(payload.period);
+
+  await assertUniqueScope({
+    organizationId: organization.id,
+    branchId,
+    productType,
+    documentType,
+    period
+  });
+
   const [created] = await db
     .insert(documentSequences)
     .values({
       id: crypto.randomUUID(),
-      organizationId,
+      organizationId: organization.id,
       branchId,
-      documentType: payload.documentType.trim(),
+      productType,
-      prefix: payload.prefix.trim(),
+      documentType,
-      period: payload.period.trim(),
+      prefix: await resolvePrefix({
+        organization,
+        documentType,
+        productType,
+        prefix: payload.prefix
+      }),
+      period,
       currentNumber: payload.currentNumber ?? 0,
       paddingLength: payload.paddingLength,
+      format: normalizeFormat(payload.format),
+      resetPolicy: normalizeResetPolicy(payload.resetPolicy),
       isActive: payload.isActive ?? true,
       updatedAt: new Date()
     })
     .returning();
 
-  const [record] = await mapSequenceRecords(organizationId, [created]);
+  const [record] = await mapSequenceRecords(organization, [created]);
   return record;
 }
 
@@ -247,26 +442,51 @@ export async function updateDocumentSequence(
   organizationId: string,
   payload: Partial<DocumentSequenceMutationPayload>
 ): Promise<DocumentSequenceRecord> {
-  const current = await assertSequence(id, organizationId);
+  const organization = await resolveOrganizationRecord(organizationId);
+  const current = await assertSequence(id, organization.id);
+  const documentType = normalizeDocumentType(payload.documentType ?? current.documentType);
+  const branchId =
+    payload.branchId === undefined ? current.branchId : normalizeBranchId(payload.branchId);
+  const productType = await resolveScopedProductType({
+    organizationId: organization.id,
+    documentType,
+    productType: payload.productType ?? current.productType
+  });
+  const period = normalizePeriod(payload.period ?? current.period);
+
+  await assertUniqueScope({
+    organizationId: organization.id,
+    branchId,
+    productType,
+    documentType,
+    period,
+    currentId: id
+  });
+
   const [updated] = await db
     .update(documentSequences)
     .set({
-      documentType: payload.documentType?.trim() ?? current.documentType,
+      branchId,
-      prefix: payload.prefix?.trim() ?? current.prefix,
+      productType,
-      period: payload.period?.trim() ?? current.period,
+      documentType,
-      branchId:
+      prefix: await resolvePrefix({
-        payload.branchId === undefined
+        organization,
-          ? current.branchId
+        documentType,
-          : normalizeBranchId(payload.branchId),
+        productType,
+        prefix: payload.prefix ?? current.prefix
+      }),
+      period,
       currentNumber: payload.currentNumber ?? current.currentNumber,
       paddingLength: payload.paddingLength ?? current.paddingLength,
+      format: normalizeFormat(payload.format ?? current.format),
+      resetPolicy: normalizeResetPolicy(payload.resetPolicy ?? current.resetPolicy),
       isActive: payload.isActive ?? current.isActive,
       updatedAt: new Date()
     })
     .where(eq(documentSequences.id, id))
     .returning();
 
-  const [record] = await mapSequenceRecords(organizationId, [updated]);
+  const [record] = await mapSequenceRecords(organization, [updated]);
   return record;
 }
 
@@ -275,7 +495,9 @@ export async function resetDocumentSequence(
   organizationId: string,
   payload: DocumentSequenceResetPayload
 ): Promise<DocumentSequenceRecord> {
-  await assertSequence(id, organizationId);
+  const organization = await resolveOrganizationRecord(organizationId);
+  await assertSequence(id, organization.id);
+
   const [updated] = await db
     .update(documentSequences)
     .set({
@@ -285,15 +507,16 @@ export async function resetDocumentSequence(
     .where(eq(documentSequences.id, id))
     .returning();
 
-  const [record] = await mapSequenceRecords(organizationId, [updated]);
+  const [record] = await mapSequenceRecords(organization, [updated]);
   return record;
 }
 
 export async function deleteDocumentSequence(id: string, organizationId: string) {
-  const sequence = await assertSequence(id, organizationId);
+  const organization = await resolveOrganizationRecord(organizationId);
+  const sequence = await assertSequence(id, organization.id);
   await db.delete(documentSequences).where(eq(documentSequences.id, id));
+  const [record] = await mapSequenceRecords(organization, [sequence]);
 
-  const [record] = await mapSequenceRecords(organizationId, [sequence]);
   return record;
 }
 
@@ -303,17 +526,69 @@ export async function previewDocumentSequenceById(id: string, organizationId: st
 }
 
 export async function generateNextDocumentCode(input: DocumentSequenceInput) {
-  const organizationId = await resolveOrganizationId(input.organizationId);
+  const organization = await resolveOrganizationRecord(input.organizationId);
-  const period = input.period ?? getCurrentPeriod();
+  const documentType = normalizeDocumentType(input.documentType);
   const branchId = normalizeBranchId(input.branchId);
+  const productType = await resolveScopedProductType({
+    organizationId: organization.id,
+    documentType,
+    productType: input.productType
+  });
+  const period = normalizePeriod(input.period ?? getCurrentPeriod());
 
-  return db.transaction(async (tx) => {
+  try {
-    const sequence = await ensureSequenceRow(
+    const result = await db.transaction(async (tx) => {
-      organizationId,
+      let sequence = await tx.query.documentSequences.findFirst({
-      input.documentType.trim(),
+        where: and(
+          eq(documentSequences.organizationId, organization.id),
+          eq(documentSequences.branchId, branchId),
+          eq(documentSequences.productType, productType),
+          eq(documentSequences.documentType, documentType),
+          eq(documentSequences.period, period)
+        )
+      });
+
+      if (!sequence) {
+        await tx
+          .insert(documentSequences)
+          .values({
+            id: crypto.randomUUID(),
+            organizationId: organization.id,
+            branchId,
+            productType,
+            documentType,
+            prefix: await resolvePrefix({
+              organization,
+              documentType,
+              productType
+            }),
             period,
-      branchId
+            currentNumber: 0,
-    );
+            paddingLength: 3,
+            format: DOCUMENT_SEQUENCE_DEFAULT_FORMAT,
+            resetPolicy: DOCUMENT_SEQUENCE_DEFAULT_RESET_POLICY,
+            isActive: true
+          })
+          .onConflictDoNothing();
+
+        sequence = await tx.query.documentSequences.findFirst({
+          where: and(
+            eq(documentSequences.organizationId, organization.id),
+            eq(documentSequences.branchId, branchId),
+            eq(documentSequences.productType, productType),
+            eq(documentSequences.documentType, documentType),
+            eq(documentSequences.period, period)
+          )
+        });
+      }
+
+      if (!sequence) {
+        throw new AuthError('Unable to initialize document sequence.', 500);
+      }
+
+      if (!sequence.isActive) {
+        throw new AuthError('Document sequence is inactive.', 400);
+      }
 
       const [updated] = await tx
         .update(documentSequences)
@@ -325,18 +600,55 @@ export async function generateNextDocumentCode(input: DocumentSequenceInput) {
         .returning();
 
       return {
+        sequenceId: updated.id,
+        result: {
           code: buildDocumentCode(
+            updated.format,
             updated.prefix,
             updated.period,
             updated.currentNumber,
             updated.paddingLength
           ),
           documentType: updated.documentType,
+          productType: updated.productType,
           branchId: updated.branchId || null,
           currentNumber: updated.currentNumber,
           nextNumber: updated.currentNumber + 1,
           period: updated.period,
           prefix: updated.prefix
-    } satisfies DocumentSequenceResult;
+        } satisfies DocumentSequenceResult
+      };
     });
+
+    await auditAction({
+      organizationId: organization.id,
+      entityType: 'crm_document_sequence',
+      entityId: result.sequenceId,
+      action: 'generate',
+      branchId: branchId || null,
+      afterData: result.result
+    });
+
+    return result.result;
+  } catch (error) {
+    try {
+      await auditAction({
+        organizationId: organization.id,
+        entityType: 'crm_document_sequence',
+        entityId: `${documentType}:${branchId}:${productType}:${period}`,
+        action: 'generate_failed',
+        branchId: branchId || null,
+        afterData: {
+          message: error instanceof Error ? error.message : 'Unknown error',
+          documentType,
+          productType,
+          period
+        }
+      });
+    } catch {
+      // Keep original error as the primary failure signal.
+    }
+
+    throw error;
+  }
 }

src/features/foundation/document-sequence/types.ts

@@ -1,6 +1,7 @@
 export interface DocumentSequenceInput {
   documentType: string;
   branchId?: string | null;
+  productType?: string | null;
   organizationId?: string;
   period?: string;
 }
@@ -8,15 +9,22 @@ export interface DocumentSequenceInput {
 export interface DocumentSequenceRecord {
   id: string;
   organizationId: string;
+  organizationName: string | null;
+  organizationCode: string | null;
   branchId: string | null;
   branchCode: string | null;
   branchName: string | null;
   branchDisplayName: string | null;
+  productType: string;
+  productTypeLabel: string | null;
+  productTypeSequenceCode: string | null;
   documentType: string;
   prefix: string;
   period: string;
   currentNumber: number;
   paddingLength: number;
+  format: string;
+  resetPolicy: string;
   isActive: boolean;
   createdAt: string;
   updatedAt: string;
@@ -25,6 +33,7 @@ export interface DocumentSequenceRecord {
 export interface DocumentSequenceResult {
   code: string;
   documentType: string;
+  productType: string;
   branchId: string | null;
   currentNumber: number;
   nextNumber: number;
@@ -43,6 +52,12 @@ export interface DocumentSequenceBranchOption {
   displayName: string;
 }
 
+export interface DocumentSequenceProductTypeOption {
+  code: string;
+  label: string;
+  sequenceCode: string | null;
+}
+
 export interface DocumentSequenceListResponse {
   success: boolean;
   time: string;
@@ -66,11 +81,14 @@ export interface DocumentSequencePreviewResponse {
 
 export interface DocumentSequenceMutationPayload {
   documentType: string;
+  productType: string;
   prefix: string;
   period: string;
   branchId?: string | null;
   currentNumber?: number;
   paddingLength: number;
+  format?: string;
+  resetPolicy?: string;
   isActive?: boolean;
 }
 

src/features/foundation/storage/server/provider.ts

@@ -1,6 +1,6 @@
-import type { StorageProvider } from '../types';
+import type { StorageProvider } from "../types";
-import { createLocalStorageProvider } from './local-provider';
+import { createLocalStorageProvider } from "./local-provider.ts";
-import { createS3StorageProvider } from './s3-provider';
+import { createS3StorageProvider } from "./s3-provider.ts";
 
 let cachedProvider: StorageProvider | null = null;
 
@@ -9,13 +9,13 @@ export function resolveStorageProvider(): StorageProvider {
     return cachedProvider;
   }
 
-  const provider = process.env.STORAGE_PROVIDER?.trim() || 'local';
+  const provider = process.env.STORAGE_PROVIDER?.trim() || "local";
 
   switch (provider) {
-    case 'local':
+    case "local":
       cachedProvider = createLocalStorageProvider();
       return cachedProvider;
-    case 's3':
+    case "s3":
       cachedProvider = createS3StorageProvider();
       return cachedProvider;
     default: