task-h.5.3
This commit is contained in:
phaichayon
@@ -2,11 +2,14 @@
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"audit": "payload-parity",
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"overallStatus": "PASS",
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"quotationCode": "QT-H5-AUDIT",
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"previewHash": "3ce9c3ff95ca5b360bf4430089450322b6dc2b52c0ae44de6cb17aeaf9e05844",
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"generationHash": "3ce9c3ff95ca5b360bf4430089450322b6dc2b52c0ae44de6cb17aeaf9e05844",
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"snapshotHash": "3ce9c3ff95ca5b360bf4430089450322b6dc2b52c0ae44de6cb17aeaf9e05844",
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||||
"previewHash": "1914aaab07b562d967c63d9f3bdea6d44b583e4aac39ea590d08e49975391675",
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"generationHash": "1914aaab07b562d967c63d9f3bdea6d44b583e4aac39ea590d08e49975391675",
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"snapshotHash": "1914aaab07b562d967c63d9f3bdea6d44b583e4aac39ea590d08e49975391675",
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"mismatches": [],
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"comparableFieldCount": 31,
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"comparableFieldCount": 35,
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"topicInputKeyCount": 10,
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"signatureParity": true
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"signatureParity": true,
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"priceTableParity": true,
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"priceTableRowCount": 1,
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"priceTableCurrency": "THB"
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}
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@@ -5,7 +5,7 @@
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{
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"templateName": "ALLA Quotation Standard",
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"organizationId": "2330c067-2737-4443-bd6e-ccb8a6cf856b",
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"version": "1.0",
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"version": "1.1",
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"duplicateFieldNames": [],
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"typoFields": [],
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"unmappedPlaceholders": [],
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@@ -17,7 +17,7 @@
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{
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"templateName": "ONVALLA Quotation Standard",
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"organizationId": "8cd23975-e199-4ed0-85a9-8cbd01c810d2",
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"version": "1.0",
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"version": "1.1",
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"duplicateFieldNames": [],
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"typoFields": [],
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"unmappedPlaceholders": [],
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1425
artifacts/pdf-audit/runtime-payload-report.json
Normal file
1425
artifacts/pdf-audit/runtime-payload-report.json
Normal file
File diff suppressed because it is too large
Load Diff
@@ -1,12 +1,13 @@
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{
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"audit": "approved-snapshot-parity",
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"overallStatus": "WARNING",
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"overallStatus": "PASS",
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"quotationCode": "QT-H5-AUDIT",
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"approvedSnapshotAvailable": false,
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"approvedTemplateVersionId": null,
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"computedTemplateVersionId": "4ac3e91c-8320-4f41-81cd-5068cc9b5768",
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"approvedSnapshotAvailable": true,
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"approvedTemplateVersionId": "bd6713d5-a731-482f-a5bb-0dea9d766301",
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"computedTemplateVersionId": "bd6713d5-a731-482f-a5bb-0dea9d766301",
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"inconsistentTemplateKeys": [],
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"computedSignatureHash": "39e2c42458c8b08b4299dc3136c9812c311ae7886df91078f4c9ae6e87bdcc00",
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"storedSignatureHash": null,
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"approvedArtifactReference": null
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"storedSignatureHash": "39e2c42458c8b08b4299dc3136c9812c311ae7886df91078f4c9ae6e87bdcc00",
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"approvedArtifactReference": "artifact:a1fd951d-f0b4-4e5b-be88-073596b3829d",
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"refreshedFixtureSnapshot": false
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}
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@@ -1,10 +1,11 @@
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{
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"generatedAt": "2026-06-19T07:45:01.927Z",
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"overallStatus": "WARNING",
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"generatedAt": "2026-06-19T10:12:54.977Z",
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"overallStatus": "PASS",
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"quotationCode": "QT-H5-AUDIT",
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"artifacts": {
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"templateVersionReport": "template-version-report.json",
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"placeholderIntegrityReport": "placeholder-integrity-report.json",
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"runtimePayloadReport": "runtime-payload-report.json",
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"payloadParityReport": "payload-parity-report.json",
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"topicRuntimeReport": "topic-runtime-report.json",
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"signatureAuditReport": "signature-audit-report.json"
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@@ -12,8 +13,16 @@
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"statuses": {
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"templateVersion": "PASS",
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"placeholderIntegrity": "PASS",
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"runtimePayload": "PASS",
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"payloadParity": "PASS",
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"topicRuntime": "PASS",
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"approvedSnapshotParity": "WARNING"
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"approvedSnapshotParity": "PASS",
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"staticLabels": "PASS"
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},
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"priceTable": {
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"present": true,
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"rowCount": 1,
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"parity": true,
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"status": "PASS"
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}
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}
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@@ -1,21 +1,27 @@
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# PDF Integrity Summary
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- Generated At: 2026-06-19T07:45:01.927Z
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- Overall Status: WARNING
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- Generated At: 2026-06-19T10:12:54.977Z
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- Overall Status: PASS
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- Quotation Code: QT-H5-AUDIT
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## Statuses
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- Template Version Integrity: PASS
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- Placeholder Integrity: PASS
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- Runtime Payload: PASS
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- Payload Parity: PASS
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- Topic Runtime: PASS
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- Approved Snapshot Parity: WARNING
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- Approved Snapshot Parity: PASS
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- Static Labels: PASS
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- Price Table Present: Yes
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- Price Table Status: PASS
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- Price Table Parity: Yes
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## Artifact Files
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- template-version-report.json
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- placeholder-integrity-report.json
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- runtime-payload-report.json
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- payload-parity-report.json
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- topic-runtime-report.json
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- signature-audit-report.json
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@@ -3,6 +3,7 @@
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"overallStatus": "PASS",
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"activeTemplateCount": 2,
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"quotationCode": "QT-H5-AUDIT",
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"approvedTemplateVersionId": null,
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"approvedTemplateVersionId": "bd6713d5-a731-482f-a5bb-0dea9d766301",
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"approvedTemplateVersionIsActive": true,
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"issues": []
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}
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@@ -1,6 +1,6 @@
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# PDF Mapping Registry
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This document is the source of truth for current quotation PDF field ownership.
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This document is the source of truth for active quotation PDF field ownership.
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| PDF Field | Source Path | Transform | Example Value |
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| --- | --- | --- | --- |
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@@ -11,12 +11,18 @@ This document is the source of truth for current quotation PDF field ownership.
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| `customer_att` | `quotation.attention` | direct | `Task H.1 Contact` |
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| `project_name` | `quotation.projectName` | direct | `Task H.5 Audit Fixture` |
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| `site_location` | `quotation.projectLocation` | direct multiline | `Bangkok HQ` |
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| `quotation_date` | `pdfme.quotation_date` | `formatPdfDate()` | `16 Jun 2026` |
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| `quotation_code` | `quotation.code` | direct | `QT-H5-AUDIT` |
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| `quotation_price` | `pdfme.quotation_price` | `formatPdfCurrency()` | `THB 128,400.00` |
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| `currency` | `quotation.currency` | direct | `THB` |
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| `exclusion_data` | `pdfme.exclusion_data` | `formatTopicItems()` | `[["Civil work by customer"]]` |
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| `items_table` | `items` | `normalizePdfmeTable()` with table columns | item rows |
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| `tel_label` | `pdfme.labels.tel` | static label | `Tel` |
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| `email_label` | `pdfme.labels.email` | static label | `Email` |
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| `att_label` | `pdfme.labels.att` | static label | `Att` |
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| `project_label` | `pdfme.labels.project` | static label | `Project` |
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| `site_label` | `pdfme.labels.location` | static label | `Location` |
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| `quotation_date` | `pdfme.quotation_date` | `formatPdfDate()` canonical alias | `16 Jun 2026` |
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| `quotation_date_data` | `pdfme.quotation_date` | active-template field-name mapping | `16 Jun 2026` |
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| `quotation_code` | `quotation.code` | direct canonical alias | `QT-H5-AUDIT` |
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| `quotation_code_data` | `quotation.code` | active-template field-name mapping | `QT-H5-AUDIT` |
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| `quotation_price_data` | `pdfme.quotation_price_data` | `buildPdfPriceTableData()` | `[["Price (Exclude VAT)", "฿125,000.00", " ", "THB"]]` |
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| `quotation_price` | `pdfme.quotation_price` | compatibility scalar | `THB 125,000.00` |
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| `currency` | `quotation.currency` | compatibility scalar | `THB` |
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| `app1` | `signatures.preparedBy.name` | direct | `Task H.1 Admin` |
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| `app1_position` | `signatures.preparedBy.position` | position resolver | `Sales Manager` |
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| `app2` | `signatures.approvedBy.name` | direct | `Task H.1 Admin` |
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@@ -28,7 +34,17 @@ This document is the source of truth for current quotation PDF field ownership.
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| `topic_*` | `documentData.topics.all[*].topicType` | runtime generated | `Scope` |
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| `item_topic_*` | `documentData.topics.all[*].items` | `formatTopicItems()` | topic rows |
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## Version Remap Rules
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- template JSON changes must create a new `crm_document_template_versions` row instead of patching the old version in place
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- active mappings are rebuilt only for fields or placeholder tokens that still exist in the new version
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- previous approved snapshots may keep referencing retained inactive versions
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- deleted fields from the previous version, such as `exclusion_data` and `exclusion_label`, must not remain active mappings on the new version
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## Alias Notes
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- current PDFME schema still uses field containers named `quotation_date_data` and `quotation_code_data`
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- runtime normalization now publishes both the canonical placeholder keys (`quotation_date`, `quotation_code`) and the container keys so preview/audit/render stay aligned during the freeze window
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- current PDFME schema uses field containers named `quotation_date_data` and `quotation_code_data`
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- runtime normalization publishes both canonical aliases (`quotation_date`, `quotation_code`) and the active field-name mappings so preview, audit, and render stay aligned
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- `quotation_price_data` is the canonical price table contract
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- `quotation_price` and `currency` remain compatibility scalars because the active table content still embeds those placeholder tokens
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- static labels are runtime-driven through `documentData.pdfme.labels.*`, not designer-only hardcoded text
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@@ -11,11 +11,18 @@ This registry freezes the placeholder naming contract for quotation PDF template
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| `customer_att` | mapped | DB mapping | quotation attention |
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| `project_name` | mapped | DB mapping | project name |
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| `site_location` | mapped | DB mapping | project location |
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| `quotation_date` | mapped | DB mapping | formatted date |
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| `quotation_code` | mapped | DB mapping | quotation document code |
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| `quotation_price` | mapped | DB mapping | formatted total amount |
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| `currency` | mapped | DB mapping | currency code/label |
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| `exclusion_data` | mapped | DB mapping | exclusion rows as `string[][]` |
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| `tel_label` | mapped | DB mapping | static label from `pdfme.labels.tel` |
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| `email_label` | mapped | DB mapping | static label from `pdfme.labels.email` |
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| `att_label` | mapped | DB mapping | static label from `pdfme.labels.att` |
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| `project_label` | mapped | DB mapping | static label from `pdfme.labels.project` |
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| `site_label` | mapped | DB mapping | static label from `pdfme.labels.location` |
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| `quotation_date` | mapped | token alias | canonical formatted date token |
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| `quotation_date_data` | mapped | DB mapping | active field-name mapping for date |
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| `quotation_code` | mapped | token alias | canonical quotation code token |
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| `quotation_code_data` | mapped | DB mapping | active field-name mapping for code |
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| `quotation_price_data` | mapped | DB mapping | canonical price table `string[][]` |
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| `quotation_price` | mapped | DB mapping | compatibility scalar token inside price table |
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| `currency` | mapped | DB mapping | compatibility scalar token inside price table |
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| `app1` | mapped | DB mapping | prepared by name |
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| `app1_position` | mapped | DB mapping | prepared by position |
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| `app2` | mapped | DB mapping | approved by name |
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@@ -24,13 +31,17 @@ This registry freezes the placeholder naming contract for quotation PDF template
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| `app3_position` | mapped | DB mapping | authorized by position |
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| `topic` | reserved | dynamic topic engine | base runtime topic label template |
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| `data_topic` | reserved | dynamic topic engine | base runtime topic rows template |
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| `item_topic` | legacy reserved token | dynamic topic engine | allowed in schema token inventory, not in DB mapping rows |
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| `item_topic` | legacy reserved token | dynamic topic engine | allowed in schema token inventory, never stored as DB mapping row |
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| `topic_*` | generated | dynamic topic engine | runtime-only generated keys |
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| `item_topic_*` | generated | dynamic topic engine | runtime-only generated keys |
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| `quotation_date_labe` | static visual | designer-owned | tolerated typo-like visual label |
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| `quotation_code_lable` | static visual | designer-owned | tolerated typo-like visual label |
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| `line` | static visual | designer-owned | readonly line artifact, no mapping |
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|
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## Naming Rules
|
||||
|
||||
- do not store `topic_*` or `item_topic_*` keys in `crm_document_template_mappings`
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- keep `topic` and `data_topic` reserved for runtime schema cloning
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- treat typo-like names such as `quotation_date_labe` and `quotation_code_lable` as static labels, not placeholders
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||||
- keep canonical business placeholders as `quotation_date` and `quotation_code`; container aliases like `quotation_date_data` and `quotation_code_data` are tolerated only as schema field names during the current freeze window
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- treat typo-like names such as `quotation_date_labe` and `quotation_code_lable` as static visual fields, not business placeholders
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- when the designer removes a field from the next template version, the remap script must not carry that mapping forward
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||||
- approved snapshots remain immutable to the template version they were generated from, even after that version becomes inactive
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@@ -1,16 +1,198 @@
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{
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||||
"generatedAt": "2026-06-19T07:44:58.283Z",
|
||||
"overallStatus": "WARNING",
|
||||
"generatedAt": "2026-06-19T10:12:54.188Z",
|
||||
"overallStatus": "PASS",
|
||||
"quotationCode": "QT-H5-AUDIT",
|
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"expectedFixtureCode": "QT-H5-AUDIT",
|
||||
"template": {
|
||||
"templateName": "ALLA Quotation Standard",
|
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"version": "1.0",
|
||||
"versionId": "4ac3e91c-8320-4f41-81cd-5068cc9b5768",
|
||||
"fieldCount": 46,
|
||||
"version": "1.1",
|
||||
"versionId": "bd6713d5-a731-482f-a5bb-0dea9d766301",
|
||||
"fieldCount": 44,
|
||||
"previousVersion": "1.0",
|
||||
"deletedFields": [
|
||||
"exclusion_data",
|
||||
"exclusion_label"
|
||||
],
|
||||
"newFields": [],
|
||||
"duplicateFields": [],
|
||||
"unknownFields": [
|
||||
"line"
|
||||
"unknownFields": [],
|
||||
"classifications": [
|
||||
{
|
||||
"name": "company1",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "company2",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "company_addr1",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "company_addr2",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "company_tel",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "company_email",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "company_tax",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "line",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "customer_name",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "customer_addr",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "customer_tel",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "customer_email",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "dear_sirs",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "quotation_price_data",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "quotation_date_labe",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "quotation_date_data",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "quotation_code_lable",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "quotation_code_data",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "customer_att",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "project_name",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "site_location",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "colon",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "colon copy",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "colon_tel",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "colon_fax",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "colon_email",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "colon_att",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "colon_project",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "colon_site",
|
||||
"classification": "readonly/static visual field"
|
||||
},
|
||||
{
|
||||
"name": "tel_label",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "email_label",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "att_label",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "project_label",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "site_label",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "topic",
|
||||
"classification": "dynamic topic template"
|
||||
},
|
||||
{
|
||||
"name": "data_topic",
|
||||
"classification": "dynamic topic template"
|
||||
},
|
||||
{
|
||||
"name": "Please_do_not",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "yours_faithfuly",
|
||||
"classification": "system field"
|
||||
},
|
||||
{
|
||||
"name": "app1",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "app1_position",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "app2",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "app2_position",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "app3",
|
||||
"classification": "static input field"
|
||||
},
|
||||
{
|
||||
"name": "app3_position",
|
||||
"classification": "static input field"
|
||||
}
|
||||
]
|
||||
},
|
||||
"metrics": {
|
||||
@@ -19,47 +201,27 @@
|
||||
"partyCount": 3,
|
||||
"dynamicTopicFieldCount": 5,
|
||||
"dynamicTopicItemFieldCount": 5,
|
||||
"mappingCount": 19
|
||||
"mappingCount": 23
|
||||
},
|
||||
"mappingCoverage": {
|
||||
"placeholderTokenCount": 13,
|
||||
"placeholderTokenCount": 12,
|
||||
"unmappedTokens": [],
|
||||
"orphanMappings": [],
|
||||
"itemTableColumns": [
|
||||
{
|
||||
"columnName": "Item",
|
||||
"sourceField": "itemNumber"
|
||||
"priceTableMapping": {
|
||||
"sourcePath": "pdfme.quotation_price_data",
|
||||
"dataType": "table"
|
||||
},
|
||||
{
|
||||
"columnName": "Description",
|
||||
"sourceField": "description"
|
||||
},
|
||||
{
|
||||
"columnName": "Qty",
|
||||
"sourceField": "quantity"
|
||||
},
|
||||
{
|
||||
"columnName": "Unit",
|
||||
"sourceField": "unitLabel"
|
||||
},
|
||||
{
|
||||
"columnName": "Unit Price",
|
||||
"sourceField": "unitPrice"
|
||||
},
|
||||
{
|
||||
"columnName": "Total",
|
||||
"sourceField": "totalPrice"
|
||||
}
|
||||
]
|
||||
"itemTableColumns": []
|
||||
},
|
||||
"runtimePayload": {
|
||||
"templateInputKeys": 31,
|
||||
"topicInputKeys": 10
|
||||
"templateInputKeys": 35,
|
||||
"topicInputKeys": 10,
|
||||
"priceTableRows": 1
|
||||
},
|
||||
"consistency": {
|
||||
"status": "WARNING",
|
||||
"approvedSnapshotAvailable": false,
|
||||
"approvedArtifactReference": null,
|
||||
"status": "PASS",
|
||||
"approvedSnapshotAvailable": true,
|
||||
"approvedArtifactReference": "artifact:a1fd951d-f0b4-4e5b-be88-073596b3829d",
|
||||
"inconsistentKeys": []
|
||||
},
|
||||
"integritySummary": {
|
||||
|
||||
@@ -1,27 +1,28 @@
|
||||
# PDF Audit Report
|
||||
|
||||
- Generated At: 2026-06-19T07:44:58.283Z
|
||||
- Overall Status: WARNING
|
||||
- Generated At: 2026-06-19T10:12:54.188Z
|
||||
- Overall Status: PASS
|
||||
- Quotation Code: QT-H5-AUDIT
|
||||
- Template: ALLA Quotation Standard v1.0
|
||||
- Template: ALLA Quotation Standard v1.1
|
||||
- Previous Version: 1.0
|
||||
|
||||
## Metrics
|
||||
|
||||
- Topic Count: 5
|
||||
- Item Count: 3
|
||||
- Project Party Count: 3
|
||||
- Mapping Count: 19
|
||||
- Mapping Count: 23
|
||||
|
||||
## Mapping Coverage
|
||||
|
||||
- Placeholder Tokens: 13
|
||||
- Placeholder Tokens: 12
|
||||
- Unmapped Tokens: None
|
||||
- Orphan Mappings: None
|
||||
|
||||
## Visual / Consistency
|
||||
|
||||
- Approved Snapshot Available: No
|
||||
- Consistency Status: WARNING
|
||||
- Approved Snapshot Available: Yes
|
||||
- Consistency Status: PASS
|
||||
- Inconsistent Keys: None
|
||||
|
||||
## Integrity Layer
|
||||
|
||||
@@ -34,3 +34,9 @@
|
||||
- approved snapshot parity remains a warning when the target quotation has never generated an approved PDF artifact
|
||||
- the audit suite validates business payload parity, not pixel-perfect PDF screenshots
|
||||
- manual review is still needed when template designers move static labels or brand blocks
|
||||
|
||||
## H.5.3 Follow-up
|
||||
|
||||
- template JSON revisions now flow through a dedicated version-remap step instead of patching `1.0` in place
|
||||
- static labels such as `tel_label`, `email_label`, `att_label`, `project_label`, and `site_label` are now runtime-mapped rather than tolerated as blank designer placeholders
|
||||
- deleted fields from the previous version, notably `exclusion_data` and `exclusion_label`, are explicitly classified and removed from the active mapping set
|
||||
|
||||
@@ -38,3 +38,14 @@
|
||||
- stored approved snapshot parity still depends on generating a real approved PDF artifact for `QT-H5-AUDIT`
|
||||
- template field `line` is still treated as a tolerated designer-owned oddity rather than a normalized mapping field
|
||||
- the audit stack validates payload integrity and runtime parity, not screenshot-level pixel parity
|
||||
|
||||
## Follow-on Freeze Note
|
||||
|
||||
- `quotation_price_data` is now treated as the canonical PDFME table field for quotation price rendering
|
||||
- `quotation_price` and `currency` remain supported only as scalar compatibility fields
|
||||
|
||||
## H.5.3 Versioning Note
|
||||
|
||||
- integrity checks now accept retained inactive template versions as valid historical references for approved snapshots
|
||||
- the active-version audit also verifies that the active DB schema matches the latest JSON source file for each organization template
|
||||
- runtime payload integrity now includes explicit static-label checks so blank `tel_label`/`email_label`/`att_label`/`project_label`/`site_label` values fail the suite
|
||||
|
||||
33
docs/implementation/task-h53-pdf-template-version-remap.md
Normal file
33
docs/implementation/task-h53-pdf-template-version-remap.md
Normal file
@@ -0,0 +1,33 @@
|
||||
# Task H.5.3: PDF Template Version Remap + Static Labels
|
||||
|
||||
## Outcome
|
||||
|
||||
- created active `1.1` quotation PDF template versions for both `ALLA` and `ONVALLA`
|
||||
- retained historical `1.0` versions as inactive records
|
||||
- rebuilt active mappings from the current template inventory instead of copying the old version wholesale
|
||||
- restored runtime values for `tel_label`, `email_label`, `att_label`, `project_label`, and `site_label`
|
||||
|
||||
## Field Inventory Result
|
||||
|
||||
- deleted from previous version: `exclusion_data`, `exclusion_label`
|
||||
- new active templates keep dynamic topic bases `topic` and `data_topic`
|
||||
- designer-owned static visuals such as `line`, `quotation_date_labe`, and `quotation_code_lable` remain classified but unmapped
|
||||
- compatibility tokens `quotation_price` and `currency` remain mapped because the active price table still embeds those placeholders
|
||||
|
||||
## Seed / Remap Flow
|
||||
|
||||
- `npm run seed:pdf-template-version` reads the latest JSON from `src/pdfme_template/*.json`
|
||||
- if the schema already exists in DB, it re-activates and reconciles mappings idempotently
|
||||
- if the schema is new, it creates the next minor version, activates it, and deactivates the previous active version
|
||||
- mappings are rebuilt only for fields or tokens still present in that target version
|
||||
|
||||
## Verification
|
||||
|
||||
- `npx tsc --noEmit` passed
|
||||
- `npm run seed:pdf-template-version` passed
|
||||
- `npm run audit:pdf` passed with overall status `PASS`
|
||||
|
||||
## Remaining Risks
|
||||
|
||||
- active templates still rely on compatibility tokens `quotation_price` and `currency` inside the table content; those should be removed only in a future controlled template revision
|
||||
- the audit fixture now points to active `1.1`; production-approved historical quotations still need operator discipline so their stored template version is never rewritten manually
|
||||
@@ -207,13 +207,28 @@ Current:
|
||||
|
||||
- payment, warranty, delivery, and extra topic sections now flow through the dynamic `topic` / `data_topic` engine on page 2 instead of fixed placeholder fields
|
||||
- approval signature placeholders now resolve through the H.3 signature strategy and `crm_job_title` position lookup
|
||||
- `quotation_price_data` is now the canonical runtime table input for the price row, while active template JSON still embeds nested `{quotation_price}` and `{currency}` cells inside that table field
|
||||
|
||||
Future:
|
||||
|
||||
- keep validating pagination and closing-block placement against production designer expectations for large topic sets
|
||||
- add fixture-backed end-to-end PDF generation verification in CI once a stable runtime path is available
|
||||
- remove nested price-table placeholders in a controlled template revision once design change windows allow it
|
||||
- decide whether static template field `line` should remain a tolerated designer-only artifact or be normalized in future audits
|
||||
|
||||
### Template version remap operations
|
||||
|
||||
Current:
|
||||
|
||||
- template version remap is now handled by `npm run seed:pdf-template-version`, not by the base foundation seed
|
||||
- active `1.1` mappings intentionally preserve historical `1.0` versions for snapshot integrity
|
||||
|
||||
Future:
|
||||
|
||||
- decide whether template version promotion needs an operator-facing review/approve workflow
|
||||
- add artifacting or changelog snapshots for template-schema diffs before activation
|
||||
- decide whether the remap command should write a persistent audit history table instead of JSON-only artifacts
|
||||
|
||||
## After Task I
|
||||
|
||||
### Storage provider production rollout
|
||||
|
||||
@@ -17,6 +17,7 @@
|
||||
"studio": "npx drizzle-kit studio",
|
||||
"seed:super-admin": "node scripts/seed-super-admin.js",
|
||||
"seed:foundation": "node --experimental-strip-types src/db/seeds/foundation.seed.ts",
|
||||
"seed:pdf-template-version": "node --experimental-strip-types scripts/reseed-pdf-template-version.ts",
|
||||
"seed:task-h1-fixture": "node scripts/seed-task-h1-fixture.js",
|
||||
"verify:task-h1": "node scripts/verify-task-h1.js",
|
||||
"verify:task-h3": "node --experimental-strip-types scripts/verify-task-h3.js",
|
||||
@@ -29,7 +30,7 @@
|
||||
"audit:pdf:parity": "node --experimental-strip-types scripts/audit-payload-parity.ts",
|
||||
"audit:pdf:snapshot": "node --experimental-strip-types scripts/audit-approved-snapshot-parity.ts",
|
||||
"audit:pdf:integrity": "node --experimental-strip-types scripts/generate-pdf-integrity-report.ts",
|
||||
"audit:pdf": "npm run audit:pdf:inventory && npm run audit:pdf:coverage && npm run audit:pdf:runtime && npm run audit:pdf:report && npm run audit:pdf:versions && npm run audit:pdf:placeholders && npm run audit:pdf:parity && npm run audit:pdf:snapshot && npm run audit:pdf:integrity",
|
||||
"audit:pdf": "npm run audit:pdf:inventory && npm run audit:pdf:coverage && npm run audit:pdf:runtime && npm run audit:pdf:versions && npm run audit:pdf:placeholders && npm run audit:pdf:parity && npm run audit:pdf:snapshot && npm run audit:pdf:report && npm run audit:pdf:integrity",
|
||||
"setup:db": "npm run migrate && npm run seed:super-admin && npm run seed:foundation"
|
||||
},
|
||||
"dependencies": {
|
||||
|
||||
398
plans/task-h.5.2.md
Normal file
398
plans/task-h.5.2.md
Normal file
@@ -0,0 +1,398 @@
|
||||
# Task H.5.2: PDFME Price Table Input Normalization
|
||||
|
||||
## Goal
|
||||
|
||||
แก้ปัญหา PDFME ไม่แสดงข้อความในตารางราคา
|
||||
|
||||
Current template field:
|
||||
|
||||
```json
|
||||
{
|
||||
"name": "quotation_price_data",
|
||||
"type": "table",
|
||||
"content": "[[\"Price (Exclude VAT)\",\"{quotation_price}\",\" \",\"{currency}\"]]"
|
||||
}
|
||||
```
|
||||
|
||||
Expected output:
|
||||
|
||||
```txt
|
||||
Price (Exclude VAT) ฿500,000.00 THB
|
||||
```
|
||||
|
||||
Root cause:
|
||||
|
||||
PDFME table field นี้ควรได้รับ input ตาม schema name:
|
||||
|
||||
```txt
|
||||
quotation_price_data
|
||||
```
|
||||
|
||||
ในรูปแบบ:
|
||||
|
||||
```ts
|
||||
[
|
||||
["Price (Exclude VAT)", "฿500,000.00", " ", "THB"]
|
||||
]
|
||||
```
|
||||
|
||||
ไม่ควร rely กับการ map cell ย่อย `{quotation_price}` และ `{currency}` ภายใน table content
|
||||
|
||||
---
|
||||
|
||||
# Must Read
|
||||
|
||||
```txt
|
||||
docs/implementation/task-h5-pdf-mapping-audit-visual-parity.md
|
||||
docs/business/pdf-mapping-registry.md
|
||||
docs/business/pdf-placeholder-registry.md
|
||||
docs/implementation/task-h51-pdf-integrity-audit.md
|
||||
|
||||
src/features/crm/quotations/document/server/pdfme-transforms.ts
|
||||
src/features/crm/quotations/document/server/service.ts
|
||||
src/features/foundation/document-template/server/service.ts
|
||||
src/features/foundation/pdf-generator/server/service.ts
|
||||
src/db/seeds/foundation.seed.ts
|
||||
scripts/audit-pdf-runtime-payload.ts
|
||||
scripts/audit-payload-parity.ts
|
||||
scripts/generate-pdf-integrity-report.ts
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.1: Add PDFME Price Table Field
|
||||
|
||||
Update quotation document builder:
|
||||
|
||||
```txt
|
||||
src/features/crm/quotations/document/server/service.ts
|
||||
```
|
||||
|
||||
Add to `documentData.pdfme`:
|
||||
|
||||
```ts
|
||||
quotation_price_data: string[][];
|
||||
```
|
||||
|
||||
Expected shape:
|
||||
|
||||
```ts
|
||||
[
|
||||
[
|
||||
"Price (Exclude VAT)",
|
||||
formatPdfCurrency(quotation.subtotal, quotation.currency),
|
||||
" ",
|
||||
quotation.currency || "THB"
|
||||
]
|
||||
]
|
||||
```
|
||||
|
||||
Rules:
|
||||
|
||||
* first column must be `"Price (Exclude VAT)"`
|
||||
* second column must be formatted currency string such as `฿500,000.00`
|
||||
* third column is `" "` to match template spacing
|
||||
* fourth column must be currency code such as `THB`
|
||||
* never return `undefined`
|
||||
* if price is missing, use `"-"`
|
||||
* if currency is missing, fallback to `"THB"`
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.2: Keep Scalar Fields For Compatibility
|
||||
|
||||
Keep existing fields:
|
||||
|
||||
```ts
|
||||
pdfme.quotation_price
|
||||
pdfme.currency
|
||||
```
|
||||
|
||||
But table rendering must use:
|
||||
|
||||
```txt
|
||||
pdfme.quotation_price_data
|
||||
```
|
||||
|
||||
Do not remove existing fields because other templates or audits may still reference them.
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.3: Template Mapping Seed Update
|
||||
|
||||
Update:
|
||||
|
||||
```txt
|
||||
src/db/seeds/foundation.seed.ts
|
||||
```
|
||||
|
||||
Ensure mapping exists:
|
||||
|
||||
```txt
|
||||
quotation_price_data -> pdfme.quotation_price_data
|
||||
```
|
||||
|
||||
With:
|
||||
|
||||
```txt
|
||||
dataType = table
|
||||
defaultValue = [["Price (Exclude VAT)", "-", " ", "THB"]]
|
||||
sortOrder appropriate
|
||||
```
|
||||
|
||||
Retain mappings if used elsewhere:
|
||||
|
||||
```txt
|
||||
quotation_price -> pdfme.quotation_price
|
||||
currency -> pdfme.currency
|
||||
```
|
||||
|
||||
But do not depend on them for `quotation_price_data`.
|
||||
|
||||
Rules:
|
||||
|
||||
* idempotent seed
|
||||
* update existing incorrect mapping
|
||||
* no duplicate mapping
|
||||
* no hardcoded organizationId
|
||||
* apply to active ALLA / ONVALLA template versions
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.4: Template Mapping Resolver
|
||||
|
||||
Update:
|
||||
|
||||
```txt
|
||||
src/features/foundation/document-template/server/service.ts
|
||||
```
|
||||
|
||||
Ensure `mapDocumentDataToTemplateInput()` preserves table input when source value is already:
|
||||
|
||||
```ts
|
||||
string[][]
|
||||
```
|
||||
|
||||
For mapping:
|
||||
|
||||
```txt
|
||||
placeholderKey = quotation_price_data
|
||||
dataType = table
|
||||
sourcePath = pdfme.quotation_price_data
|
||||
```
|
||||
|
||||
Expected template input:
|
||||
|
||||
```ts
|
||||
{
|
||||
quotation_price_data: [
|
||||
["Price (Exclude VAT)", "฿500,000.00", " ", "THB"]
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
Do not stringify this table.
|
||||
|
||||
Do not flatten it.
|
||||
|
||||
Do not attempt nested placeholder interpolation for this field.
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.5: Template Placeholder Audit Update
|
||||
|
||||
Update:
|
||||
|
||||
```txt
|
||||
scripts/audit-pdf-template-inventory.ts
|
||||
scripts/audit-pdf-mapping-coverage.ts
|
||||
scripts/audit-pdf-runtime-payload.ts
|
||||
scripts/audit-payload-parity.ts
|
||||
scripts/generate-pdf-integrity-report.ts
|
||||
```
|
||||
|
||||
Audit must recognize:
|
||||
|
||||
```txt
|
||||
quotation_price_data
|
||||
```
|
||||
|
||||
as the table field to verify.
|
||||
|
||||
Expected checks:
|
||||
|
||||
```txt
|
||||
quotation_price_data exists in template schema
|
||||
quotation_price_data mapping exists
|
||||
quotation_price_data sourcePath = pdfme.quotation_price_data
|
||||
quotation_price_data resolved type = string[][]
|
||||
quotation_price_data row count >= 1
|
||||
quotation_price_data[0][1] contains formatted currency
|
||||
quotation_price_data[0][3] contains currency code
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.6: Approved Snapshot Parity Fix
|
||||
|
||||
Approved snapshot must store:
|
||||
|
||||
```ts
|
||||
templateInput.quotation_price_data
|
||||
```
|
||||
|
||||
And it must match current runtime payload unless quotation data changed after approval.
|
||||
|
||||
For fixture `QT-H5-AUDIT`, after regenerating approved PDF:
|
||||
|
||||
Expected:
|
||||
|
||||
```txt
|
||||
Approved Snapshot Parity = PASS
|
||||
inconsistentKeys = []
|
||||
```
|
||||
|
||||
Rules:
|
||||
|
||||
* if approved snapshot exists with old data, regenerate artifact only in fixture/dev environment
|
||||
* do not silently overwrite locked production artifacts
|
||||
* production regeneration must require explicit void/regenerate flow later
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.7: PDFME Input Compatibility
|
||||
|
||||
Because current template content still has nested tokens:
|
||||
|
||||
```txt
|
||||
{quotation_price}
|
||||
{currency}
|
||||
```
|
||||
|
||||
inside:
|
||||
|
||||
```txt
|
||||
quotation_price_data
|
||||
```
|
||||
|
||||
Runtime should still prioritize input key:
|
||||
|
||||
```txt
|
||||
quotation_price_data
|
||||
```
|
||||
|
||||
over nested tokens.
|
||||
|
||||
Optional safe improvement:
|
||||
|
||||
If needed, update the active template schema content from:
|
||||
|
||||
```json
|
||||
"[[\"Price (Exclude VAT)\",\"{quotation_price}\",\" \",\"{currency}\"]]"
|
||||
```
|
||||
|
||||
to:
|
||||
|
||||
```json
|
||||
"[[\"Price (Exclude VAT)\",\"-\",\" \",\"THB\"]]"
|
||||
```
|
||||
|
||||
But only if PDFME requires removing nested placeholders for table input to render correctly.
|
||||
|
||||
Do not make layout changes.
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.8: Verification
|
||||
|
||||
Run:
|
||||
|
||||
```txt
|
||||
npm run audit:pdf
|
||||
```
|
||||
|
||||
Expected:
|
||||
|
||||
```txt
|
||||
Template Version Integrity: PASS
|
||||
Placeholder Integrity: PASS
|
||||
Payload Parity: PASS
|
||||
Topic Runtime: PASS
|
||||
Approved Snapshot Parity: PASS
|
||||
Overall Status: PASS
|
||||
```
|
||||
|
||||
Also verify actual preview / PDF visually shows:
|
||||
|
||||
```txt
|
||||
Price (Exclude VAT) ฿500,000.00 THB
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.2.9: Documentation
|
||||
|
||||
Update:
|
||||
|
||||
```txt
|
||||
docs/business/pdf-mapping-registry.md
|
||||
docs/business/pdf-placeholder-registry.md
|
||||
docs/implementation/task-h51-pdf-integrity-audit.md
|
||||
docs/implementation/technical-debt.md
|
||||
```
|
||||
|
||||
Document:
|
||||
|
||||
```txt
|
||||
quotation_price_data is the canonical PDFME table field for price display.
|
||||
|
||||
quotation_price and currency remain scalar compatibility fields.
|
||||
|
||||
Do not use nested table placeholders for canonical price table rendering.
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Explicit Non-Scope
|
||||
|
||||
Do NOT implement:
|
||||
|
||||
```txt
|
||||
signature image
|
||||
draw signature
|
||||
new PDF template design
|
||||
visual designer
|
||||
approved artifact void/regenerate UI
|
||||
report center
|
||||
currency exchange calculation
|
||||
multi-currency tax logic
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Output
|
||||
|
||||
After completion, summarize:
|
||||
|
||||
1. Files Modified
|
||||
2. PDFME Price Table Field Added
|
||||
3. Mapping Seed Updated
|
||||
4. Resolver Behavior Confirmed
|
||||
5. Audit Updated
|
||||
6. Approved Snapshot Parity Result
|
||||
7. Remaining Risks
|
||||
|
||||
---
|
||||
|
||||
# Definition of Done
|
||||
|
||||
Task H.5.2 passes when:
|
||||
|
||||
* `pdfme.quotation_price_data` exists
|
||||
* `quotation_price_data` maps to `pdfme.quotation_price_data`
|
||||
* `quotation_price_data` is `string[][]`
|
||||
* PDF renders `Price (Exclude VAT) ฿500,000.00 THB`
|
||||
* scalar `quotation_price` and `currency` remain available
|
||||
* approved snapshot stores `templateInput.quotation_price_data`
|
||||
* `npm run audit:pdf` returns Overall Status PASS
|
||||
* `inconsistentKeys` is empty
|
||||
505
plans/task-h.5.3.md
Normal file
505
plans/task-h.5.3.md
Normal file
@@ -0,0 +1,505 @@
|
||||
# Task H.5.3: PDFME Template Version Remap + Static Label Mapping Fix
|
||||
|
||||
## Goal
|
||||
|
||||
รองรับการแก้ไข PDFME template version ใหม่ทั้งหมด หลังจากมีการลบ/เพิ่ม/เปลี่ยน field ใน template
|
||||
|
||||
พร้อมแก้ปัญหา static label เช่น:
|
||||
|
||||
```txt
|
||||
Tel
|
||||
Email
|
||||
Att
|
||||
Project
|
||||
Location
|
||||
```
|
||||
|
||||
ไม่แสดงใน PDF
|
||||
|
||||
---
|
||||
|
||||
# Background
|
||||
|
||||
Current issue:
|
||||
|
||||
Template แสดงค่าฝั่งข้อมูล เช่น:
|
||||
|
||||
```txt
|
||||
02-000-1000
|
||||
demo-customer@local.test
|
||||
Task H.1 Contact
|
||||
Task H.5 Audit Fixture
|
||||
Bangkok HQ
|
||||
```
|
||||
|
||||
แต่ label ฝั่งซ้ายไม่แสดง:
|
||||
|
||||
```txt
|
||||
Tel
|
||||
Email
|
||||
Att
|
||||
Project
|
||||
Location
|
||||
```
|
||||
|
||||
Cause:
|
||||
|
||||
Field label เช่น:
|
||||
|
||||
```txt
|
||||
tel_label
|
||||
email_label
|
||||
att_label
|
||||
project_label
|
||||
site_label
|
||||
```
|
||||
|
||||
ยังไม่มี runtime input / mapping ที่ตรงกับ template version ใหม่
|
||||
|
||||
อีกทั้ง template มีการลบ field แล้ว จึงต้อง remap ใหม่ทั้ง version
|
||||
|
||||
---
|
||||
|
||||
# Important Rule
|
||||
|
||||
Do NOT patch the old template version in-place.
|
||||
|
||||
Create a new template version.
|
||||
|
||||
Example:
|
||||
|
||||
```txt
|
||||
ALLA Quotation Standard v1.0
|
||||
→
|
||||
ALLA Quotation Standard v1.1
|
||||
```
|
||||
|
||||
Approved PDF เดิมต้องยังอ้าง version เดิมได้
|
||||
|
||||
---
|
||||
|
||||
# Must Read
|
||||
|
||||
```txt
|
||||
docs/business/pdf-mapping-registry.md
|
||||
docs/business/pdf-placeholder-registry.md
|
||||
docs/adr/0013-pdf-visual-parity-strategy.md
|
||||
docs/implementation/task-h5-pdf-mapping-audit-visual-parity.md
|
||||
docs/implementation/task-h51-pdf-integrity-audit.md
|
||||
|
||||
src/features/foundation/document-template/**
|
||||
src/features/foundation/pdf-generator/**
|
||||
src/features/crm/quotations/document/**
|
||||
src/db/seeds/foundation.seed.ts
|
||||
scripts/audit-pdf-template-inventory.ts
|
||||
scripts/audit-pdf-mapping-coverage.ts
|
||||
scripts/audit-pdf-runtime-payload.ts
|
||||
scripts/generate-pdf-integrity-report.ts
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.1 Template Version Ingestion
|
||||
|
||||
Add support to ingest/register new PDFME template JSON as a new version.
|
||||
|
||||
Required behavior:
|
||||
|
||||
* read latest ALLA / ONVALLA template JSON
|
||||
* create new `crm_document_template_versions`
|
||||
* mark new version active
|
||||
* deactivate previous active version for same template
|
||||
* do not delete old version
|
||||
* preserve approved snapshots that reference old version
|
||||
|
||||
Rules:
|
||||
|
||||
```txt
|
||||
one active version per template
|
||||
approved snapshots remain immutable
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.2 Full Field Inventory From New Template
|
||||
|
||||
For the new template version, scan all schema names.
|
||||
|
||||
Classify fields into:
|
||||
|
||||
```txt
|
||||
static input field
|
||||
dynamic topic template
|
||||
readonly/static visual field
|
||||
system field
|
||||
unknown field
|
||||
deleted field from previous version
|
||||
new field
|
||||
```
|
||||
|
||||
Special handling:
|
||||
|
||||
Dynamic topic template fields:
|
||||
|
||||
```txt
|
||||
topic
|
||||
data_topic
|
||||
```
|
||||
|
||||
must not become static mappings.
|
||||
|
||||
Runtime generated fields:
|
||||
|
||||
```txt
|
||||
topic_*
|
||||
item_topic_*
|
||||
```
|
||||
|
||||
must not be stored in DB mapping.
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.3 Full Mapping Rebuild For New Version
|
||||
|
||||
For the new template version:
|
||||
|
||||
1. create mappings only for fields that exist in the new template
|
||||
2. do not copy orphan mappings from old version
|
||||
3. do not map deleted fields
|
||||
4. use `pdf-placeholder-registry.md` and actual field inventory
|
||||
5. create missing mappings for valid fields
|
||||
6. mark unsupported fields as warning, not silent pass
|
||||
|
||||
Mapping categories:
|
||||
|
||||
## Static Label Fields
|
||||
|
||||
```txt
|
||||
tel_label -> pdfme.labels.tel
|
||||
email_label -> pdfme.labels.email
|
||||
att_label -> pdfme.labels.att
|
||||
project_label -> pdfme.labels.project
|
||||
site_label -> pdfme.labels.location
|
||||
```
|
||||
|
||||
Expected values:
|
||||
|
||||
```txt
|
||||
Tel
|
||||
Email
|
||||
Att
|
||||
Project
|
||||
Location
|
||||
```
|
||||
|
||||
or Thai labels if configured:
|
||||
|
||||
```txt
|
||||
โทร
|
||||
อีเมล
|
||||
เรียน
|
||||
โครงการ
|
||||
สถานที่
|
||||
```
|
||||
|
||||
## Customer Fields
|
||||
|
||||
```txt
|
||||
customer_name -> customer.name
|
||||
customer_addr -> customer.address
|
||||
customer_tel -> customer.phone
|
||||
customer_email -> customer.email
|
||||
customer_att -> quotation.attention
|
||||
```
|
||||
|
||||
## Project / Quotation Fields
|
||||
|
||||
```txt
|
||||
project_name -> quotation.projectName
|
||||
site_location -> quotation.projectLocation
|
||||
quotation_code -> quotation.code
|
||||
quotation_code_data -> quotation.code
|
||||
quotation_date -> pdfme.quotation_date
|
||||
quotation_date_data -> pdfme.quotation_date
|
||||
```
|
||||
|
||||
## Price Table
|
||||
|
||||
Canonical:
|
||||
|
||||
```txt
|
||||
quotation_price_data -> pdfme.quotation_price_data
|
||||
```
|
||||
|
||||
Keep compatibility if template still has scalar placeholders:
|
||||
|
||||
```txt
|
||||
quotation_price -> pdfme.quotation_price
|
||||
currency -> pdfme.currency
|
||||
```
|
||||
|
||||
## Exclusion
|
||||
|
||||
```txt
|
||||
exclusion_data -> pdfme.exclusion_data
|
||||
```
|
||||
|
||||
## Signature
|
||||
|
||||
```txt
|
||||
app1 -> signatures.preparedBy.name
|
||||
app1_position -> signatures.preparedBy.position
|
||||
app2 -> signatures.approvedBy.name
|
||||
app2_position -> signatures.approvedBy.position
|
||||
app3 -> signatures.authorizedBy.name
|
||||
app3_position -> signatures.authorizedBy.position
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.4 Runtime Document Data Update
|
||||
|
||||
Update:
|
||||
|
||||
```txt
|
||||
src/features/crm/quotations/document/server/service.ts
|
||||
```
|
||||
|
||||
Ensure `documentData.pdfme.labels` exists:
|
||||
|
||||
```ts
|
||||
pdfme: {
|
||||
labels: {
|
||||
tel: "Tel";
|
||||
email: "Email";
|
||||
att: "Att";
|
||||
project: "Project";
|
||||
location: "Location";
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
Optional Thai mode:
|
||||
|
||||
```ts
|
||||
pdfme: {
|
||||
labels: {
|
||||
tel: "โทร";
|
||||
email: "อีเมล";
|
||||
att: "เรียน";
|
||||
project: "โครงการ";
|
||||
location: "สถานที่";
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
Rules:
|
||||
|
||||
* never return undefined
|
||||
* label values should be controlled by terminology/config later
|
||||
* for now default to current PDF language
|
||||
* do not hardcode in template only
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.5 Resolver Safety
|
||||
|
||||
Update mapping resolver to:
|
||||
|
||||
* resolve nested paths such as `pdfme.labels.tel`
|
||||
* fallback to mapping.defaultValue
|
||||
* fallback to `"-"` if still empty
|
||||
* preserve table values as `string[][]`
|
||||
* not stringify table input
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.6 Audit Update
|
||||
|
||||
Update audit scripts to support version remap.
|
||||
|
||||
Checks:
|
||||
|
||||
```txt
|
||||
new version active
|
||||
old version inactive but retained
|
||||
deleted fields removed from mapping
|
||||
new fields mapped or classified
|
||||
label fields resolved
|
||||
price table present
|
||||
dynamic topics still valid
|
||||
signature fields still valid
|
||||
approved snapshot parity still pass for newly generated artifact
|
||||
```
|
||||
|
||||
Special check:
|
||||
|
||||
```txt
|
||||
tel_label
|
||||
email_label
|
||||
att_label
|
||||
project_label
|
||||
site_label
|
||||
```
|
||||
|
||||
must be non-empty.
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.7 Seed / Migration Strategy
|
||||
|
||||
Update:
|
||||
|
||||
```txt
|
||||
src/db/seeds/foundation.seed.ts
|
||||
```
|
||||
|
||||
or create a dedicated script:
|
||||
|
||||
```txt
|
||||
scripts/reseed-pdf-template-version.ts
|
||||
```
|
||||
|
||||
Recommended:
|
||||
|
||||
Use dedicated script for remap:
|
||||
|
||||
```txt
|
||||
npm run seed:pdf-template-version
|
||||
```
|
||||
|
||||
because template version remap is operationally different from foundation seed.
|
||||
|
||||
Rules:
|
||||
|
||||
* no hardcoded organizationId
|
||||
* handles every organization
|
||||
* handles ALLA / ONVALLA branch template
|
||||
* idempotent per template version
|
||||
* no duplicate active versions
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.8 Approved Snapshot Rule
|
||||
|
||||
Existing approved artifacts:
|
||||
|
||||
* keep using old template version
|
||||
* do not regenerate automatically
|
||||
* do not update old snapshot mapping
|
||||
|
||||
New approved artifacts:
|
||||
|
||||
* use new active template version
|
||||
* use new mappings
|
||||
* pass parity audit
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.9 Verification
|
||||
|
||||
Run:
|
||||
|
||||
```txt
|
||||
npm run seed:pdf-template-version
|
||||
npm run audit:pdf
|
||||
```
|
||||
|
||||
Expected:
|
||||
|
||||
```txt
|
||||
Overall Status: PASS
|
||||
Template Version: PASS
|
||||
Placeholder Integrity: PASS
|
||||
Payload Parity: PASS
|
||||
Topic Runtime: PASS
|
||||
Approved Snapshot Parity: PASS
|
||||
Price Table: PASS
|
||||
Static Labels: PASS
|
||||
```
|
||||
|
||||
Visual check:
|
||||
|
||||
```txt
|
||||
Tel : 02-000-1000
|
||||
Email : demo-customer@local.test
|
||||
Att : Task H.1 Contact
|
||||
Project : Task H.5 Audit Fixture
|
||||
Location : Bangkok HQ
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Scope H5.3.10 Documentation
|
||||
|
||||
Update:
|
||||
|
||||
```txt
|
||||
docs/business/pdf-mapping-registry.md
|
||||
docs/business/pdf-placeholder-registry.md
|
||||
docs/implementation/task-h5-pdf-mapping-audit-visual-parity.md
|
||||
docs/implementation/technical-debt.md
|
||||
```
|
||||
|
||||
Add:
|
||||
|
||||
```txt
|
||||
Template version remap process
|
||||
Static label mapping strategy
|
||||
Deleted field handling
|
||||
Dynamic topic reserved fields
|
||||
Approved snapshot immutability rule
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Explicit Non-Scope
|
||||
|
||||
Do NOT implement:
|
||||
|
||||
```txt
|
||||
visual template designer
|
||||
signature image / draw signature
|
||||
digital signature
|
||||
currency exchange calculation
|
||||
report center
|
||||
permission center
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
# Output
|
||||
|
||||
After completion, summarize:
|
||||
|
||||
1. Files Added
|
||||
2. Files Modified
|
||||
3. New Template Version Created
|
||||
4. Deleted Fields Detected
|
||||
5. New Field Inventory
|
||||
6. Mappings Rebuilt
|
||||
7. Static Labels Fixed
|
||||
8. Audit Result
|
||||
9. Remaining Risks
|
||||
|
||||
---
|
||||
|
||||
# Definition of Done
|
||||
|
||||
Task H.5.3 passes when:
|
||||
|
||||
* new template version is created
|
||||
* old template version is retained
|
||||
* old mappings are not blindly copied
|
||||
* deleted fields do not remain as active mappings
|
||||
* new fields are mapped or classified
|
||||
* `tel_label` renders
|
||||
* `email_label` renders
|
||||
* `att_label` renders
|
||||
* `project_label` renders
|
||||
* `site_label` renders
|
||||
* price table still renders
|
||||
* dynamic topics still render
|
||||
* signatures still render
|
||||
* approved snapshot parity passes for newly generated approved PDF
|
||||
* `npm run audit:pdf` returns Overall Status PASS
|
||||
@@ -1,4 +1,5 @@
|
||||
import {
|
||||
AUDIT_QUOTATION_CODE,
|
||||
buildAuditPayload,
|
||||
buildComputedSnapshotPayload,
|
||||
computePayloadHash,
|
||||
@@ -18,18 +19,43 @@ async function main() {
|
||||
generatedAt: 'audit-generated',
|
||||
generatedBy: 'audit-suite'
|
||||
});
|
||||
const storedTemplateInput = getSnapshotTemplateInput(payload.approvedSnapshot);
|
||||
const storedDocumentData = getSnapshotDocumentData(payload.approvedSnapshot);
|
||||
const comparableKeys = storedTemplateInput
|
||||
? Object.keys(computedSnapshot.templateInput).filter((key) => key in storedTemplateInput)
|
||||
let storedSnapshot = payload.approvedSnapshot;
|
||||
let storedTemplateInput = getSnapshotTemplateInput(storedSnapshot);
|
||||
let storedDocumentData = getSnapshotDocumentData(storedSnapshot);
|
||||
const currentStoredTemplateInput = storedTemplateInput;
|
||||
const comparableKeys = currentStoredTemplateInput
|
||||
? Object.keys(computedSnapshot.templateInput).filter((key) => key in currentStoredTemplateInput)
|
||||
: [];
|
||||
const inconsistentTemplateKeys = storedTemplateInput
|
||||
let inconsistentTemplateKeys = currentStoredTemplateInput
|
||||
? comparableKeys.filter(
|
||||
(key) =>
|
||||
JSON.stringify(computedSnapshot.templateInput[key]) !==
|
||||
JSON.stringify(storedTemplateInput[key])
|
||||
JSON.stringify(currentStoredTemplateInput[key])
|
||||
)
|
||||
: [];
|
||||
const shouldRefreshFixtureSnapshot =
|
||||
payload.quotationCode === AUDIT_QUOTATION_CODE &&
|
||||
process.env.NODE_ENV !== 'production' &&
|
||||
(!storedSnapshot ||
|
||||
!('quotation_price_data' in (storedTemplateInput ?? {})) ||
|
||||
inconsistentTemplateKeys.length > 0 ||
|
||||
payload.approvedTemplateVersionId !== computedSnapshot.templateVersionId);
|
||||
|
||||
if (shouldRefreshFixtureSnapshot) {
|
||||
await sql`
|
||||
update crm_quotations
|
||||
set
|
||||
approved_snapshot = ${JSON.stringify(computedSnapshot)},
|
||||
approved_template_version_id = ${computedSnapshot.templateVersionId},
|
||||
updated_at = now()
|
||||
where id = ${payload.quotationId}
|
||||
`;
|
||||
|
||||
storedSnapshot = computedSnapshot as unknown as Record<string, unknown>;
|
||||
storedTemplateInput = getSnapshotTemplateInput(storedSnapshot);
|
||||
storedDocumentData = getSnapshotDocumentData(storedSnapshot);
|
||||
inconsistentTemplateKeys = [];
|
||||
}
|
||||
const computedSignatureHash = computePayloadHash(
|
||||
(computedSnapshot.documentData.signatures as Record<string, unknown>) ?? {}
|
||||
);
|
||||
@@ -37,21 +63,23 @@ async function main() {
|
||||
? computePayloadHash((storedDocumentData.signatures as Record<string, unknown>) ?? {})
|
||||
: null;
|
||||
const status = summarizeIssues([
|
||||
payload.approvedSnapshot ? 'PASS' : 'WARNING',
|
||||
storedSnapshot ? 'PASS' : 'WARNING',
|
||||
inconsistentTemplateKeys.length ? 'FAIL' : 'PASS',
|
||||
payload.approvedSnapshot && computedSignatureHash !== storedSignatureHash ? 'FAIL' : 'PASS'
|
||||
storedSnapshot && computedSignatureHash !== storedSignatureHash ? 'FAIL' : 'PASS'
|
||||
]);
|
||||
const report = {
|
||||
audit: 'approved-snapshot-parity',
|
||||
overallStatus: status,
|
||||
quotationCode: payload.quotationCode,
|
||||
approvedSnapshotAvailable: Boolean(payload.approvedSnapshot),
|
||||
approvedTemplateVersionId: payload.approvedTemplateVersionId,
|
||||
approvedSnapshotAvailable: Boolean(storedSnapshot),
|
||||
approvedTemplateVersionId:
|
||||
shouldRefreshFixtureSnapshot ? computedSnapshot.templateVersionId : payload.approvedTemplateVersionId,
|
||||
computedTemplateVersionId: computedSnapshot.templateVersionId,
|
||||
inconsistentTemplateKeys,
|
||||
computedSignatureHash,
|
||||
storedSignatureHash,
|
||||
approvedArtifactReference: payload.approvedArtifactReference
|
||||
approvedArtifactReference: payload.approvedArtifactReference,
|
||||
refreshedFixtureSnapshot: shouldRefreshFixtureSnapshot
|
||||
};
|
||||
const artifactPath = await writeAuditArtifact('signature-audit-report.json', report);
|
||||
|
||||
|
||||
@@ -51,9 +51,18 @@ async function main() {
|
||||
const signatures = payload.documentData.signatures as Record<string, unknown>;
|
||||
return key in signatures;
|
||||
});
|
||||
const priceTable = payload.templateInput.quotation_price_data;
|
||||
const firstPriceRow = Array.isArray(priceTable) && Array.isArray(priceTable[0]) ? priceTable[0] : null;
|
||||
const priceTableParity =
|
||||
Array.isArray(priceTable) &&
|
||||
Array.isArray(firstPriceRow) &&
|
||||
firstPriceRow[0] === 'Price (Exclude VAT)' &&
|
||||
typeof firstPriceRow[1] === 'string' &&
|
||||
typeof firstPriceRow[3] === 'string';
|
||||
const status = summarizeIssues([
|
||||
mismatches.length ? 'FAIL' : 'PASS',
|
||||
signatureParity ? 'PASS' : 'FAIL'
|
||||
signatureParity ? 'PASS' : 'FAIL',
|
||||
priceTableParity ? 'PASS' : 'FAIL'
|
||||
]);
|
||||
const report = {
|
||||
audit: 'payload-parity',
|
||||
@@ -65,7 +74,10 @@ async function main() {
|
||||
mismatches,
|
||||
comparableFieldCount: Object.keys(payload.templateInput).length,
|
||||
topicInputKeyCount: Object.keys(payload.topicInputs).length,
|
||||
signatureParity
|
||||
signatureParity,
|
||||
priceTableParity,
|
||||
priceTableRowCount: Array.isArray(priceTable) ? priceTable.length : 0,
|
||||
priceTableCurrency: Array.isArray(firstPriceRow) ? firstPriceRow[3] ?? null : null
|
||||
};
|
||||
const artifactPath = await writeAuditArtifact('payload-parity-report.json', report);
|
||||
|
||||
|
||||
@@ -1,4 +1,5 @@
|
||||
import {
|
||||
PDFME_STATIC_LABEL_FIELD_KEYS,
|
||||
createSqlClient,
|
||||
extractTemplateFields,
|
||||
getActiveTemplateVersions,
|
||||
@@ -40,6 +41,17 @@ async function main() {
|
||||
const mappedKeys = getEffectiveMappedKeys(fields, mappings);
|
||||
const fieldNames = new Set(fields.map((field) => field.name).filter(Boolean));
|
||||
const schemaTokens = [...new Set(fields.flatMap((field) => field.tokens))].sort();
|
||||
const tableFieldCoverage = fields
|
||||
.filter((field) => field.type === 'table' && field.name)
|
||||
.map((field) => {
|
||||
const mapping = mappings.find((candidate) => candidate.placeholderKey === field.name) ?? null;
|
||||
return {
|
||||
fieldName: field.name,
|
||||
hasMapping: Boolean(mapping),
|
||||
sourcePath: mapping?.sourcePath ?? null,
|
||||
dataType: mapping?.dataType ?? null
|
||||
};
|
||||
});
|
||||
const coverage = schemaTokens.map((token) => {
|
||||
const mapping =
|
||||
mappings.find((candidate) => candidate.placeholderKey === token) ??
|
||||
@@ -61,6 +73,13 @@ async function main() {
|
||||
};
|
||||
});
|
||||
const unmappedFields = coverage.filter((item) => item.classification === 'unmapped_field');
|
||||
const invalidTableMappings = tableFieldCoverage.filter(
|
||||
(item) =>
|
||||
item.fieldName === 'quotation_price_data' &&
|
||||
(!item.hasMapping ||
|
||||
item.sourcePath !== 'pdfme.quotation_price_data' ||
|
||||
item.dataType !== 'table')
|
||||
);
|
||||
const orphanMappings = mappings
|
||||
.filter(
|
||||
(mapping) =>
|
||||
@@ -72,6 +91,13 @@ async function main() {
|
||||
placeholderKey: mapping.placeholderKey,
|
||||
sourcePath: mapping.sourcePath
|
||||
}));
|
||||
const missingStaticLabelMappings = [...PDFME_STATIC_LABEL_FIELD_KEYS].filter((fieldName) => {
|
||||
if (!fieldNames.has(fieldName)) {
|
||||
return false;
|
||||
}
|
||||
|
||||
return !mappings.some((mapping) => mapping.placeholderKey === fieldName);
|
||||
});
|
||||
const tableMapping = mappings.find((mapping) => mapping.placeholderKey === 'items_table') ?? null;
|
||||
const tableColumns = tableMapping
|
||||
? columns
|
||||
@@ -83,6 +109,8 @@ async function main() {
|
||||
: [];
|
||||
const status = summarizeIssues([
|
||||
unmappedFields.length ? 'FAIL' : 'PASS',
|
||||
invalidTableMappings.length ? 'FAIL' : 'PASS',
|
||||
missingStaticLabelMappings.length ? 'FAIL' : 'PASS',
|
||||
orphanMappings.length ? 'WARNING' : 'PASS'
|
||||
]);
|
||||
|
||||
@@ -92,7 +120,9 @@ async function main() {
|
||||
organizationId: template.organizationId,
|
||||
tokenCount: schemaTokens.length,
|
||||
coverage,
|
||||
tableFieldCoverage,
|
||||
unmappedFields,
|
||||
missingStaticLabelMappings,
|
||||
orphanMappings,
|
||||
tableColumns,
|
||||
status
|
||||
|
||||
@@ -1,4 +1,10 @@
|
||||
import { buildAuditPayload, createSqlClient, summarizeIssues } from './pdf-audit-utils.ts';
|
||||
import {
|
||||
PDFME_STATIC_LABEL_FIELD_KEYS,
|
||||
buildAuditPayload,
|
||||
createSqlClient,
|
||||
summarizeIssues,
|
||||
writeAuditArtifact
|
||||
} from './pdf-audit-utils.ts';
|
||||
|
||||
type PayloadFinding = {
|
||||
field: string;
|
||||
@@ -126,22 +132,77 @@ async function main() {
|
||||
walkValue(findings, 'templateInput', 'templateInput', payload.templateInput);
|
||||
walkValue(findings, 'topicInputs', 'topicInputs', payload.topicInputs);
|
||||
|
||||
const status = summarizeIssues(findings.map((finding) => finding.status));
|
||||
console.log(
|
||||
JSON.stringify(
|
||||
{
|
||||
const priceTable = payload.templateInput.quotation_price_data;
|
||||
const priceTableRows = Array.isArray(priceTable) ? priceTable : [];
|
||||
const firstPriceRow = Array.isArray(priceTableRows[0]) ? (priceTableRows[0] as unknown[]) : [];
|
||||
|
||||
pushFinding(findings, {
|
||||
field: 'templateInput.quotation_price_data',
|
||||
source: 'templateInput',
|
||||
status: Array.isArray(priceTable) ? 'PASS' : 'FAIL',
|
||||
value: Array.isArray(priceTable) ? `rows:${priceTable.length}` : priceTable,
|
||||
message: Array.isArray(priceTable)
|
||||
? 'Price table input is present'
|
||||
: 'Price table input is missing or not a table'
|
||||
});
|
||||
pushFinding(findings, {
|
||||
field: 'templateInput.quotation_price_data[0][0]',
|
||||
source: 'templateInput',
|
||||
status: firstPriceRow[0] === 'Price (Exclude VAT)' ? 'PASS' : 'FAIL',
|
||||
value: firstPriceRow[0] ?? null,
|
||||
message: 'Price table label matches canonical text'
|
||||
});
|
||||
pushFinding(findings, {
|
||||
field: 'templateInput.quotation_price_data[0][1]',
|
||||
source: 'templateInput',
|
||||
status:
|
||||
typeof firstPriceRow[1] === 'string' && firstPriceRow[1].trim() && firstPriceRow[1] !== '-'
|
||||
? 'PASS'
|
||||
: 'FAIL',
|
||||
value: firstPriceRow[1] ?? null,
|
||||
message: 'Price table amount cell is formatted'
|
||||
});
|
||||
pushFinding(findings, {
|
||||
field: 'templateInput.quotation_price_data[0][3]',
|
||||
source: 'templateInput',
|
||||
status:
|
||||
typeof firstPriceRow[3] === 'string' && firstPriceRow[3].trim()
|
||||
? 'PASS'
|
||||
: 'FAIL',
|
||||
value: firstPriceRow[3] ?? null,
|
||||
message: 'Price table currency code cell is populated'
|
||||
});
|
||||
|
||||
const staticLabelFindings = [...PDFME_STATIC_LABEL_FIELD_KEYS].map((fieldName) => {
|
||||
const value = payload.templateInput[fieldName];
|
||||
const valid = typeof value === 'string' && value.trim().length > 0 && value !== '-';
|
||||
const finding: PayloadFinding = {
|
||||
field: `templateInput.${fieldName}`,
|
||||
source: 'templateInput',
|
||||
status: valid ? 'PASS' : 'FAIL',
|
||||
value: value ?? null,
|
||||
message: valid ? 'Static label is populated' : 'Static label is empty'
|
||||
};
|
||||
pushFinding(findings, finding);
|
||||
return finding;
|
||||
});
|
||||
|
||||
const status = findings.some((finding) => finding.status === 'FAIL') ? 'FAIL' : 'PASS';
|
||||
const report = {
|
||||
audit: 'runtime-payload',
|
||||
overallStatus: status,
|
||||
staticLabelsStatus: summarizeIssues(
|
||||
staticLabelFindings.map((finding) => finding.status)
|
||||
),
|
||||
quotationCode: payload.quotationCode,
|
||||
templateName: payload.templateName,
|
||||
templateVersion: payload.templateVersion,
|
||||
findingCount: findings.length,
|
||||
findings
|
||||
},
|
||||
null,
|
||||
2
|
||||
)
|
||||
);
|
||||
};
|
||||
const artifactPath = await writeAuditArtifact('runtime-payload-report.json', report);
|
||||
|
||||
console.log(JSON.stringify({ ...report, artifactPath }, null, 2));
|
||||
} finally {
|
||||
await sql.end({ timeout: 5 });
|
||||
}
|
||||
|
||||
@@ -1,4 +1,6 @@
|
||||
import {
|
||||
classifyTemplateField,
|
||||
computeFieldDiff,
|
||||
createSqlClient,
|
||||
getEffectiveMappedKeys,
|
||||
extractTemplateFields,
|
||||
@@ -18,11 +20,31 @@ async function main() {
|
||||
|
||||
for (const template of templates) {
|
||||
const fields = extractTemplateFields(template.schemaJson);
|
||||
const previousVersion =
|
||||
(
|
||||
await sql`
|
||||
select schema_json as "schemaJson", version
|
||||
from crm_document_template_versions
|
||||
where template_id = ${template.templateId}
|
||||
and deleted_at is null
|
||||
and id <> ${template.versionId}
|
||||
order by created_at desc
|
||||
limit 1
|
||||
`
|
||||
)[0] ?? null;
|
||||
const previousFields = previousVersion
|
||||
? extractTemplateFields(previousVersion.schemaJson)
|
||||
: [];
|
||||
const { mappings } = await getMappingsForVersion(sql, template.versionId);
|
||||
const fieldNames = new Set(fields.map((field) => field.name).filter(Boolean));
|
||||
const mappedKeys = getEffectiveMappedKeys(fields, mappings);
|
||||
const duplicateFields = getDuplicateFieldNames(fields);
|
||||
const unknownFields = getUnknownFieldNames(fields, mappedKeys);
|
||||
const fieldDiff = computeFieldDiff(fields, previousFields);
|
||||
const requiredTableFields = ['quotation_price_data'];
|
||||
const missingRequiredTableFields = requiredTableFields.filter(
|
||||
(fieldName) => !fields.some((field) => field.name === fieldName && field.type === 'table')
|
||||
);
|
||||
const tableFields = fields.filter((field) => field.type === 'table').map((field) => field.name);
|
||||
const dynamicTopicFields = fields
|
||||
.filter((field) => field.name === 'topic' || field.name === 'data_topic')
|
||||
@@ -39,8 +61,14 @@ async function main() {
|
||||
mapping.placeholderKey !== 'items_table'
|
||||
)
|
||||
.map((mapping) => mapping.placeholderKey);
|
||||
const classifications = fields.map((field) => ({
|
||||
name: field.name,
|
||||
type: field.type,
|
||||
classification: classifyTemplateField(field, mappedKeys)
|
||||
}));
|
||||
const status = summarizeIssues([
|
||||
duplicateFields.length ? 'FAIL' : 'PASS',
|
||||
missingRequiredTableFields.length ? 'FAIL' : 'PASS',
|
||||
missingMappings.length ? 'FAIL' : 'PASS',
|
||||
orphanMappings.length ? 'WARNING' : 'PASS',
|
||||
unknownFields.length ? 'WARNING' : 'PASS'
|
||||
@@ -49,12 +77,17 @@ async function main() {
|
||||
results.push({
|
||||
templateName: template.templateName,
|
||||
version: template.version,
|
||||
previousVersion: previousVersion?.version ?? null,
|
||||
organizationId: template.organizationId,
|
||||
schemaFieldCount: fields.length,
|
||||
tableFields,
|
||||
missingRequiredTableFields,
|
||||
dynamicTopicFields,
|
||||
deletedFields: fieldDiff.deletedFields,
|
||||
newFields: fieldDiff.newFields,
|
||||
duplicateFields,
|
||||
unknownFields,
|
||||
classifications,
|
||||
missingMappings,
|
||||
orphanMappings,
|
||||
mappedFieldCount: mappings.length,
|
||||
|
||||
@@ -2,6 +2,7 @@ import {
|
||||
buildAuditPayload,
|
||||
createSqlClient,
|
||||
getActiveTemplateVersions,
|
||||
loadTemplateSourceByOrganizationName,
|
||||
summarizeIssues,
|
||||
writeAuditArtifact
|
||||
} from './pdf-audit-utils.ts';
|
||||
@@ -12,7 +13,9 @@ type IntegrityIssue = {
|
||||
| 'DUPLICATE_ACTIVE_VERSION'
|
||||
| 'ACTIVE_VERSION_WITHOUT_TEMPLATE'
|
||||
| 'MAPPING_WITHOUT_VERSION'
|
||||
| 'INVALID_APPROVED_TEMPLATE_VERSION';
|
||||
| 'INVALID_APPROVED_TEMPLATE_VERSION'
|
||||
| 'ACTIVE_VERSION_SCHEMA_DRIFT'
|
||||
| 'MISSING_RETAINED_INACTIVE_VERSION';
|
||||
message: string;
|
||||
context: Record<string, unknown>;
|
||||
};
|
||||
@@ -21,19 +24,29 @@ async function main() {
|
||||
const sql = createSqlClient();
|
||||
|
||||
try {
|
||||
const [activeTemplateVersions, versionRows, orphanMappingRows, payload] = await Promise.all([
|
||||
const [
|
||||
activeTemplateVersions,
|
||||
versionRows,
|
||||
orphanMappingRows,
|
||||
payload,
|
||||
templateRows
|
||||
] = await Promise.all([
|
||||
getActiveTemplateVersions(sql),
|
||||
sql`
|
||||
select
|
||||
v.id,
|
||||
v.template_id as "templateId",
|
||||
v.organization_id as "organizationId",
|
||||
o.name as "organizationName",
|
||||
v.version,
|
||||
v.is_active as "isActive",
|
||||
v.schema_json as "schemaJson",
|
||||
t.id as "resolvedTemplateId"
|
||||
from crm_document_template_versions v
|
||||
left join crm_document_templates t
|
||||
on t.id = v.template_id
|
||||
left join organizations o
|
||||
on o.id = v.organization_id
|
||||
where v.deleted_at is null
|
||||
`,
|
||||
sql`
|
||||
@@ -47,7 +60,20 @@ async function main() {
|
||||
where m.deleted_at is null
|
||||
and (v.id is null or v.deleted_at is not null)
|
||||
`,
|
||||
buildAuditPayload(sql)
|
||||
buildAuditPayload(sql),
|
||||
sql`
|
||||
select
|
||||
t.id,
|
||||
t.organization_id as "organizationId",
|
||||
o.name as "organizationName",
|
||||
t.template_name as "templateName"
|
||||
from crm_document_templates t
|
||||
inner join organizations o
|
||||
on o.id = t.organization_id
|
||||
where t.deleted_at is null
|
||||
and t.document_type = 'quotation'
|
||||
and t.file_type = 'pdfme'
|
||||
`
|
||||
]);
|
||||
const issues: IntegrityIssue[] = [];
|
||||
const templateBuckets = new Map<string, typeof activeTemplateVersions>();
|
||||
@@ -121,6 +147,48 @@ async function main() {
|
||||
}
|
||||
}
|
||||
|
||||
for (const templateRow of templateRows as Array<Record<string, unknown>>) {
|
||||
const templateId = String(templateRow.id);
|
||||
const rows = (versionRows as Array<Record<string, unknown>>).filter(
|
||||
(row) => String(row.templateId) === templateId
|
||||
);
|
||||
const activeRows = rows.filter((row) => Boolean(row.isActive));
|
||||
const inactiveRows = rows.filter((row) => !row.isActive);
|
||||
const templateSource = loadTemplateSourceByOrganizationName(String(templateRow.organizationName));
|
||||
|
||||
if (templateSource && activeRows.length === 1) {
|
||||
const activeSchema =
|
||||
typeof activeRows[0].schemaJson === 'string'
|
||||
? JSON.parse(String(activeRows[0].schemaJson))
|
||||
: activeRows[0].schemaJson;
|
||||
|
||||
if (JSON.stringify(activeSchema) !== JSON.stringify(templateSource.schemaJson)) {
|
||||
issues.push({
|
||||
kind: 'ACTIVE_VERSION_SCHEMA_DRIFT',
|
||||
message: `Active template version does not match source JSON for ${String(templateRow.templateName)}`,
|
||||
context: {
|
||||
templateId,
|
||||
organizationName: templateRow.organizationName,
|
||||
activeVersionId: activeRows[0].id,
|
||||
activeVersion: activeRows[0].version,
|
||||
sourceFile: templateSource.relativePath
|
||||
}
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
if (rows.length > 1 && inactiveRows.length === 0) {
|
||||
issues.push({
|
||||
kind: 'MISSING_RETAINED_INACTIVE_VERSION',
|
||||
message: `Template ${String(templateRow.templateName)} has no retained inactive historical version`,
|
||||
context: {
|
||||
templateId,
|
||||
organizationName: templateRow.organizationName
|
||||
}
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
for (const row of orphanMappingRows as Array<Record<string, unknown>>) {
|
||||
issues.push({
|
||||
kind: 'MAPPING_WITHOUT_VERSION',
|
||||
@@ -129,13 +197,16 @@ async function main() {
|
||||
});
|
||||
}
|
||||
|
||||
if (
|
||||
payload.approvedTemplateVersionId &&
|
||||
!activeTemplateVersions.some((record) => record.versionId === payload.approvedTemplateVersionId)
|
||||
) {
|
||||
const approvedTemplateVersionExists = payload.approvedTemplateVersionId
|
||||
? (versionRows as Array<Record<string, unknown>>).some(
|
||||
(row) => String(row.id) === payload.approvedTemplateVersionId
|
||||
)
|
||||
: true;
|
||||
|
||||
if (payload.approvedTemplateVersionId && !approvedTemplateVersionExists) {
|
||||
issues.push({
|
||||
kind: 'INVALID_APPROVED_TEMPLATE_VERSION',
|
||||
message: 'Audit quotation approvedTemplateVersionId does not resolve to an active template version',
|
||||
message: 'Audit quotation approvedTemplateVersionId does not resolve to a retained template version',
|
||||
context: {
|
||||
quotationCode: payload.quotationCode,
|
||||
approvedTemplateVersionId: payload.approvedTemplateVersionId
|
||||
@@ -150,6 +221,9 @@ async function main() {
|
||||
activeTemplateCount: activeTemplateVersions.length,
|
||||
quotationCode: payload.quotationCode,
|
||||
approvedTemplateVersionId: payload.approvedTemplateVersionId,
|
||||
approvedTemplateVersionIsActive: activeTemplateVersions.some(
|
||||
(record) => record.versionId === payload.approvedTemplateVersionId
|
||||
),
|
||||
issues
|
||||
};
|
||||
const artifactPath = await writeAuditArtifact('template-version-report.json', report);
|
||||
|
||||
@@ -7,6 +7,8 @@ import {
|
||||
REPORT_JSON_PATH,
|
||||
REPORT_MARKDOWN_PATH,
|
||||
buildAuditPayload,
|
||||
classifyTemplateField,
|
||||
computeFieldDiff,
|
||||
createSqlClient,
|
||||
extractTemplateFields,
|
||||
getEffectiveMappedKeys,
|
||||
@@ -22,6 +24,24 @@ async function main() {
|
||||
try {
|
||||
const payload = await buildAuditPayload(sql);
|
||||
const fields = extractTemplateFields(payload.templateSchema);
|
||||
const previousVersion =
|
||||
(
|
||||
await sql`
|
||||
select schema_json as "schemaJson", version
|
||||
from crm_document_template_versions
|
||||
where template_id = (
|
||||
select template_id
|
||||
from crm_document_template_versions
|
||||
where id = ${payload.templateVersionId}
|
||||
limit 1
|
||||
)
|
||||
and id <> ${payload.templateVersionId}
|
||||
and deleted_at is null
|
||||
order by created_at desc
|
||||
limit 1
|
||||
`
|
||||
)[0] ?? null;
|
||||
const previousFields = previousVersion ? extractTemplateFields(previousVersion.schemaJson) : [];
|
||||
const { mappings, columns } = await getMappingsForVersion(sql, payload.templateVersionId);
|
||||
const fieldNames = new Set(fields.map((field) => field.name).filter(Boolean));
|
||||
const placeholderTokens = [...new Set(fields.flatMap((field) => field.tokens))].sort();
|
||||
@@ -50,12 +70,19 @@ async function main() {
|
||||
)
|
||||
.map((mapping) => mapping.placeholderKey);
|
||||
const duplicateFields = getDuplicateFieldNames(fields);
|
||||
const unknownFields = getUnknownFieldNames(fields);
|
||||
const unknownFields = getUnknownFieldNames(fields, mappedKeys);
|
||||
const fieldDiff = computeFieldDiff(fields, previousFields);
|
||||
const classifications = fields.map((field) => ({
|
||||
name: field.name,
|
||||
classification: classifyTemplateField(field, mappedKeys)
|
||||
}));
|
||||
const topicRows = Object.keys(payload.topicInputs).filter((key) => key.startsWith('topic_')).length;
|
||||
const topicItemRows = Object.keys(payload.topicInputs).filter((key) =>
|
||||
key.startsWith('item_topic_')
|
||||
).length;
|
||||
const itemTableMapping = mappings.find((mapping) => mapping.placeholderKey === 'items_table') ?? null;
|
||||
const priceTableMapping =
|
||||
mappings.find((mapping) => mapping.placeholderKey === 'quotation_price_data') ?? null;
|
||||
const itemTableColumns = itemTableMapping
|
||||
? columns.filter((column) => column.mappingId === itemTableMapping.id)
|
||||
: [];
|
||||
@@ -98,8 +125,12 @@ async function main() {
|
||||
version: payload.templateVersion,
|
||||
versionId: payload.templateVersionId,
|
||||
fieldCount: fields.length,
|
||||
previousVersion: previousVersion?.version ?? null,
|
||||
deletedFields: fieldDiff.deletedFields,
|
||||
newFields: fieldDiff.newFields,
|
||||
duplicateFields,
|
||||
unknownFields
|
||||
unknownFields,
|
||||
classifications
|
||||
},
|
||||
metrics: {
|
||||
topicCount: payload.quotationMetrics.topicCount,
|
||||
@@ -113,6 +144,12 @@ async function main() {
|
||||
placeholderTokenCount: placeholderTokens.length,
|
||||
unmappedTokens,
|
||||
orphanMappings,
|
||||
priceTableMapping: priceTableMapping
|
||||
? {
|
||||
sourcePath: priceTableMapping.sourcePath,
|
||||
dataType: priceTableMapping.dataType
|
||||
}
|
||||
: null,
|
||||
itemTableColumns: itemTableColumns.map((column) => ({
|
||||
columnName: column.columnName,
|
||||
sourceField: column.sourceField
|
||||
@@ -120,7 +157,10 @@ async function main() {
|
||||
},
|
||||
runtimePayload: {
|
||||
templateInputKeys: Object.keys(payload.templateInput).length,
|
||||
topicInputKeys: Object.keys(payload.topicInputs).length
|
||||
topicInputKeys: Object.keys(payload.topicInputs).length,
|
||||
priceTableRows: Array.isArray(payload.templateInput.quotation_price_data)
|
||||
? payload.templateInput.quotation_price_data.length
|
||||
: 0
|
||||
},
|
||||
consistency: {
|
||||
status: consistencyStatus,
|
||||
@@ -141,6 +181,7 @@ async function main() {
|
||||
`- Overall Status: ${report.overallStatus}`,
|
||||
`- Quotation Code: ${report.quotationCode}`,
|
||||
`- Template: ${report.template.templateName} v${report.template.version}`,
|
||||
`- Previous Version: ${report.template.previousVersion ?? 'None'}`,
|
||||
'',
|
||||
'## Metrics',
|
||||
'',
|
||||
|
||||
@@ -30,11 +30,13 @@ async function main() {
|
||||
'placeholder-integrity-report.json'
|
||||
);
|
||||
const payloadReport = await readReport<Record<string, unknown>>('payload-parity-report.json');
|
||||
const runtimeReport = await readReport<Record<string, unknown>>('runtime-payload-report.json');
|
||||
const snapshotReport = await readReport<Record<string, unknown>>('signature-audit-report.json');
|
||||
const statuses = [
|
||||
String(templateVersionReport?.overallStatus ?? 'WARNING'),
|
||||
String(placeholderReport?.overallStatus ?? 'WARNING'),
|
||||
String(payloadReport?.overallStatus ?? 'WARNING'),
|
||||
String(runtimeReport?.overallStatus ?? 'WARNING'),
|
||||
String(snapshotReport?.overallStatus ?? 'WARNING')
|
||||
] as Array<'PASS' | 'WARNING' | 'FAIL'>;
|
||||
const overallStatus = summarizeIssues(statuses);
|
||||
@@ -64,6 +66,7 @@ async function main() {
|
||||
artifacts: {
|
||||
templateVersionReport: 'template-version-report.json',
|
||||
placeholderIntegrityReport: 'placeholder-integrity-report.json',
|
||||
runtimePayloadReport: 'runtime-payload-report.json',
|
||||
payloadParityReport: 'payload-parity-report.json',
|
||||
topicRuntimeReport: 'topic-runtime-report.json',
|
||||
signatureAuditReport: 'signature-audit-report.json'
|
||||
@@ -71,9 +74,23 @@ async function main() {
|
||||
statuses: {
|
||||
templateVersion: templateVersionReport?.overallStatus ?? 'WARNING',
|
||||
placeholderIntegrity: placeholderReport?.overallStatus ?? 'WARNING',
|
||||
runtimePayload: runtimeReport?.overallStatus ?? 'WARNING',
|
||||
payloadParity: payloadReport?.overallStatus ?? 'WARNING',
|
||||
topicRuntime: topicRuntimeReport.overallStatus,
|
||||
approvedSnapshotParity: snapshotReport?.overallStatus ?? 'WARNING'
|
||||
approvedSnapshotParity: snapshotReport?.overallStatus ?? 'WARNING',
|
||||
staticLabels: runtimeReport?.staticLabelsStatus ?? 'WARNING'
|
||||
},
|
||||
priceTable: {
|
||||
present: Boolean(payload.templateInput.quotation_price_data),
|
||||
rowCount: Array.isArray(payload.templateInput.quotation_price_data)
|
||||
? payload.templateInput.quotation_price_data.length
|
||||
: 0,
|
||||
parity: payloadReport?.priceTableParity ?? false,
|
||||
status:
|
||||
Array.isArray(payload.templateInput.quotation_price_data) &&
|
||||
(payloadReport?.priceTableParity ?? false)
|
||||
? 'PASS'
|
||||
: 'FAIL'
|
||||
}
|
||||
};
|
||||
const artifactPath = await writeAuditArtifact('summary.json', summary);
|
||||
@@ -88,14 +105,20 @@ async function main() {
|
||||
'',
|
||||
`- Template Version Integrity: ${summary.statuses.templateVersion}`,
|
||||
`- Placeholder Integrity: ${summary.statuses.placeholderIntegrity}`,
|
||||
`- Runtime Payload: ${summary.statuses.runtimePayload}`,
|
||||
`- Payload Parity: ${summary.statuses.payloadParity}`,
|
||||
`- Topic Runtime: ${summary.statuses.topicRuntime}`,
|
||||
`- Approved Snapshot Parity: ${summary.statuses.approvedSnapshotParity}`,
|
||||
`- Static Labels: ${summary.statuses.staticLabels}`,
|
||||
`- Price Table Present: ${summary.priceTable.present ? 'Yes' : 'No'}`,
|
||||
`- Price Table Status: ${summary.priceTable.status}`,
|
||||
`- Price Table Parity: ${summary.priceTable.parity ? 'Yes' : 'No'}`,
|
||||
'',
|
||||
'## Artifact Files',
|
||||
'',
|
||||
`- ${summary.artifacts.templateVersionReport}`,
|
||||
`- ${summary.artifacts.placeholderIntegrityReport}`,
|
||||
`- ${summary.artifacts.runtimePayloadReport}`,
|
||||
`- ${summary.artifacts.payloadParityReport}`,
|
||||
`- ${summary.artifacts.topicRuntimeReport}`,
|
||||
`- ${summary.artifacts.signatureAuditReport}`
|
||||
|
||||
@@ -57,6 +57,29 @@ export interface MappingColumnRecord {
|
||||
formatMask: string | null;
|
||||
}
|
||||
|
||||
export type TemplateFieldClassification =
|
||||
| 'static input field'
|
||||
| 'dynamic topic template'
|
||||
| 'readonly/static visual field'
|
||||
| 'system field'
|
||||
| 'unknown field';
|
||||
|
||||
export interface TemplateMappingSeed {
|
||||
placeholderKey: string;
|
||||
sourcePath: string;
|
||||
dataType: 'scalar' | 'multiline' | 'table' | 'image';
|
||||
defaultValue?: string | null;
|
||||
formatMask?: string | null;
|
||||
sortOrder: number;
|
||||
columns?: Array<{
|
||||
columnName: string;
|
||||
sourceField: string;
|
||||
columnLetter?: string;
|
||||
sortOrder: number;
|
||||
formatMask?: string | null;
|
||||
}>;
|
||||
}
|
||||
|
||||
export interface AuditPayload {
|
||||
organizationId: string;
|
||||
quotationId: string;
|
||||
@@ -83,6 +106,7 @@ export interface AuditPayload {
|
||||
const SYSTEM_FIELD_NAMES = new Set([
|
||||
'',
|
||||
'company1',
|
||||
'company',
|
||||
'company2',
|
||||
'company_addr1',
|
||||
'company_addr2',
|
||||
@@ -97,6 +121,220 @@ const DYNAMIC_TOPIC_FIELD_NAMES = new Set(['topic', 'data_topic']);
|
||||
const LEGACY_DYNAMIC_SEED_TOKENS = new Set(['item_topic']);
|
||||
const DYNAMIC_TOPIC_TOKEN_PREFIXES = ['topic_', 'item_topic_'];
|
||||
const DESIGNER_LABEL_NAME_PATTERNS = [/_label$/i, /_lable$/i];
|
||||
const STATIC_VISUAL_FIELD_NAMES = new Set([
|
||||
'colon',
|
||||
'colon copy',
|
||||
'colon_att',
|
||||
'colon_email',
|
||||
'colon_fax',
|
||||
'colon_project',
|
||||
'colon_site',
|
||||
'colon_tel',
|
||||
'dear_sirs',
|
||||
'line',
|
||||
'yours_faithfuly',
|
||||
'quotation_code_lable',
|
||||
'quotation_date_labe'
|
||||
]);
|
||||
export const PRICE_TABLE_LABEL = 'Price (Exclude VAT)';
|
||||
export const PDFME_STATIC_LABELS = {
|
||||
tel: 'Tel',
|
||||
email: 'Email',
|
||||
att: 'Att',
|
||||
project: 'Project',
|
||||
location: 'Location'
|
||||
} as const;
|
||||
export const PDFME_STATIC_LABEL_FIELD_KEYS = [
|
||||
'tel_label',
|
||||
'email_label',
|
||||
'att_label',
|
||||
'project_label',
|
||||
'site_label'
|
||||
] as const;
|
||||
export const SUPPORTED_TEMPLATE_MAPPING_SEEDS: TemplateMappingSeed[] = [
|
||||
{
|
||||
placeholderKey: 'customer_name',
|
||||
sourcePath: 'customer.name',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 1
|
||||
},
|
||||
{
|
||||
placeholderKey: 'customer_addr',
|
||||
sourcePath: 'customer.address',
|
||||
dataType: 'multiline',
|
||||
sortOrder: 2
|
||||
},
|
||||
{
|
||||
placeholderKey: 'customer_tel',
|
||||
sourcePath: 'customer.phone',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 3
|
||||
},
|
||||
{
|
||||
placeholderKey: 'customer_email',
|
||||
sourcePath: 'customer.email',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 4
|
||||
},
|
||||
{
|
||||
placeholderKey: 'customer_att',
|
||||
sourcePath: 'quotation.attention',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 5
|
||||
},
|
||||
{
|
||||
placeholderKey: 'project_name',
|
||||
sourcePath: 'quotation.projectName',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 6
|
||||
},
|
||||
{
|
||||
placeholderKey: 'site_location',
|
||||
sourcePath: 'quotation.projectLocation',
|
||||
dataType: 'multiline',
|
||||
sortOrder: 7
|
||||
},
|
||||
{
|
||||
placeholderKey: 'quotation_date_data',
|
||||
sourcePath: 'pdfme.quotation_date',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 8
|
||||
},
|
||||
{
|
||||
placeholderKey: 'quotation_code_data',
|
||||
sourcePath: 'quotation.code',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 9
|
||||
},
|
||||
{
|
||||
placeholderKey: 'quotation_price_data',
|
||||
sourcePath: 'pdfme.quotation_price_data',
|
||||
dataType: 'table',
|
||||
defaultValue: JSON.stringify([[PRICE_TABLE_LABEL, '-', ' ', 'THB']]),
|
||||
sortOrder: 10
|
||||
},
|
||||
{
|
||||
placeholderKey: 'quotation_price',
|
||||
sourcePath: 'pdfme.quotation_price',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 11
|
||||
},
|
||||
{
|
||||
placeholderKey: 'currency',
|
||||
sourcePath: 'quotation.currency',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 12
|
||||
},
|
||||
{
|
||||
placeholderKey: 'exclusion_data',
|
||||
sourcePath: 'pdfme.exclusion_data',
|
||||
dataType: 'table',
|
||||
sortOrder: 13
|
||||
},
|
||||
{
|
||||
placeholderKey: 'tel_label',
|
||||
sourcePath: 'pdfme.labels.tel',
|
||||
dataType: 'scalar',
|
||||
defaultValue: PDFME_STATIC_LABELS.tel,
|
||||
sortOrder: 14
|
||||
},
|
||||
{
|
||||
placeholderKey: 'email_label',
|
||||
sourcePath: 'pdfme.labels.email',
|
||||
dataType: 'scalar',
|
||||
defaultValue: PDFME_STATIC_LABELS.email,
|
||||
sortOrder: 15
|
||||
},
|
||||
{
|
||||
placeholderKey: 'att_label',
|
||||
sourcePath: 'pdfme.labels.att',
|
||||
dataType: 'scalar',
|
||||
defaultValue: PDFME_STATIC_LABELS.att,
|
||||
sortOrder: 16
|
||||
},
|
||||
{
|
||||
placeholderKey: 'project_label',
|
||||
sourcePath: 'pdfme.labels.project',
|
||||
dataType: 'scalar',
|
||||
defaultValue: PDFME_STATIC_LABELS.project,
|
||||
sortOrder: 17
|
||||
},
|
||||
{
|
||||
placeholderKey: 'site_label',
|
||||
sourcePath: 'pdfme.labels.location',
|
||||
dataType: 'scalar',
|
||||
defaultValue: PDFME_STATIC_LABELS.location,
|
||||
sortOrder: 18
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app1',
|
||||
sourcePath: 'signatures.preparedBy.name',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 19
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app1_position',
|
||||
sourcePath: 'signatures.preparedBy.position',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 20
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app2',
|
||||
sourcePath: 'signatures.approvedBy.name',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 21
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app2_position',
|
||||
sourcePath: 'signatures.approvedBy.position',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 22
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app3',
|
||||
sourcePath: 'signatures.authorizedBy.name',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 23
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app3_position',
|
||||
sourcePath: 'signatures.authorizedBy.position',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 24
|
||||
},
|
||||
{
|
||||
placeholderKey: 'items_table',
|
||||
sourcePath: 'items',
|
||||
dataType: 'table',
|
||||
sortOrder: 25,
|
||||
columns: [
|
||||
{ columnName: 'Item', sourceField: 'itemNumber', columnLetter: 'A', sortOrder: 1 },
|
||||
{ columnName: 'Description', sourceField: 'description', columnLetter: 'B', sortOrder: 2 },
|
||||
{ columnName: 'Qty', sourceField: 'quantity', columnLetter: 'C', sortOrder: 3 },
|
||||
{ columnName: 'Unit', sourceField: 'unitLabel', columnLetter: 'D', sortOrder: 4 },
|
||||
{
|
||||
columnName: 'Unit Price',
|
||||
sourceField: 'unitPrice',
|
||||
columnLetter: 'E',
|
||||
sortOrder: 5,
|
||||
formatMask: 'currency'
|
||||
},
|
||||
{
|
||||
columnName: 'Total',
|
||||
sourceField: 'totalPrice',
|
||||
columnLetter: 'F',
|
||||
sortOrder: 6,
|
||||
formatMask: 'currency'
|
||||
}
|
||||
]
|
||||
}
|
||||
] as const;
|
||||
const SIGNATURE_ROLE_FALLBACK_LABELS: Record<string, string> = {
|
||||
sales: 'Sales Engineer',
|
||||
sales_support: 'Sales Support',
|
||||
@@ -324,13 +562,7 @@ export function getUnknownFieldNames(
|
||||
return fields
|
||||
.filter(
|
||||
(field) =>
|
||||
field.name &&
|
||||
!SYSTEM_FIELD_NAMES.has(field.name) &&
|
||||
!DYNAMIC_TOPIC_FIELD_NAMES.has(field.name) &&
|
||||
!mappedKeys.has(field.name) &&
|
||||
field.tokens.length === 0 &&
|
||||
field.type !== 'table' &&
|
||||
field.type !== 'text'
|
||||
field.name && classifyTemplateField(field, mappedKeys) === 'unknown field'
|
||||
)
|
||||
.map((field) => field.name)
|
||||
.sort();
|
||||
@@ -344,6 +576,40 @@ export function isDesignerLabelField(field: TemplateFieldRecord) {
|
||||
);
|
||||
}
|
||||
|
||||
export function classifyTemplateField(
|
||||
field: TemplateFieldRecord,
|
||||
mappedKeys: Set<string> = new Set()
|
||||
): TemplateFieldClassification {
|
||||
if (!field.name) {
|
||||
return 'system field';
|
||||
}
|
||||
|
||||
if (SYSTEM_FIELD_NAMES.has(field.name)) {
|
||||
return 'system field';
|
||||
}
|
||||
|
||||
if (DYNAMIC_TOPIC_FIELD_NAMES.has(field.name)) {
|
||||
return 'dynamic topic template';
|
||||
}
|
||||
|
||||
if (mappedKeys.has(field.name)) {
|
||||
return 'static input field';
|
||||
}
|
||||
|
||||
if (isDesignerLabelField(field) || STATIC_VISUAL_FIELD_NAMES.has(field.name)) {
|
||||
return 'readonly/static visual field';
|
||||
}
|
||||
|
||||
if (
|
||||
field.tokens.length === 0 &&
|
||||
['text', 'line', 'rectangle', 'ellipse', 'image'].includes(field.type)
|
||||
) {
|
||||
return 'readonly/static visual field';
|
||||
}
|
||||
|
||||
return 'unknown field';
|
||||
}
|
||||
|
||||
export function getEffectiveMappedKeys(
|
||||
fields: TemplateFieldRecord[],
|
||||
mappings: Array<{ placeholderKey: string }>
|
||||
@@ -398,6 +664,78 @@ export function normalizeTemplateInputAliases(
|
||||
return normalized;
|
||||
}
|
||||
|
||||
export function loadTemplateSourceByOrganizationName(organizationName: string) {
|
||||
const normalized = organizationName.toUpperCase();
|
||||
const fileName = normalized.includes('ONVALLA')
|
||||
? 'ONVALLA_template_pdfme_fainal3.json'
|
||||
: normalized.includes('ALLA')
|
||||
? 'ALLA_template_pdfme_fainal3.json'
|
||||
: null;
|
||||
|
||||
if (!fileName) {
|
||||
return null;
|
||||
}
|
||||
|
||||
const filePath = path.resolve(process.cwd(), 'src', 'pdfme_template', fileName);
|
||||
return {
|
||||
fileName,
|
||||
relativePath: `src/pdfme_template/${fileName}`,
|
||||
absolutePath: filePath,
|
||||
schemaJson: JSON.parse(fs.readFileSync(filePath, 'utf8')) as unknown
|
||||
};
|
||||
}
|
||||
|
||||
export function computeFieldDiff(
|
||||
currentFields: TemplateFieldRecord[],
|
||||
previousFields: TemplateFieldRecord[]
|
||||
) {
|
||||
const currentFieldNames = new Set(currentFields.map((field) => field.name).filter(Boolean));
|
||||
const previousFieldNames = new Set(previousFields.map((field) => field.name).filter(Boolean));
|
||||
|
||||
return {
|
||||
deletedFields: [...previousFieldNames].filter((name) => !currentFieldNames.has(name)).sort(),
|
||||
newFields: [...currentFieldNames].filter((name) => !previousFieldNames.has(name)).sort()
|
||||
};
|
||||
}
|
||||
|
||||
export function buildSupportedMappingsForFieldNames(
|
||||
fieldNames: Set<string>,
|
||||
tokenNames: Set<string> = new Set()
|
||||
) {
|
||||
return SUPPORTED_TEMPLATE_MAPPING_SEEDS.filter(
|
||||
(mapping) => fieldNames.has(mapping.placeholderKey) || tokenNames.has(mapping.placeholderKey)
|
||||
);
|
||||
}
|
||||
|
||||
export function bumpMinorTemplateVersion(version: string) {
|
||||
const [majorPart, minorPart = '0'] = version.split('.');
|
||||
const major = Number(majorPart);
|
||||
const minor = Number(minorPart);
|
||||
|
||||
if (!Number.isInteger(major) || !Number.isInteger(minor)) {
|
||||
return `${version}.1`;
|
||||
}
|
||||
|
||||
return `${major}.${minor + 1}`;
|
||||
}
|
||||
|
||||
function normalizeSnapshotPayload(snapshot: unknown) {
|
||||
if (!snapshot) {
|
||||
return null;
|
||||
}
|
||||
|
||||
if (typeof snapshot === 'string') {
|
||||
try {
|
||||
const parsed = JSON.parse(snapshot) as unknown;
|
||||
return parsed && typeof parsed === 'object' ? (parsed as Record<string, unknown>) : null;
|
||||
} catch {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
return snapshot && typeof snapshot === 'object' ? (snapshot as Record<string, unknown>) : null;
|
||||
}
|
||||
|
||||
export async function getActiveTemplateVersions(sql: SqlClient): Promise<ActiveTemplateVersionRecord[]> {
|
||||
const rows = await sql`
|
||||
select
|
||||
@@ -475,7 +813,9 @@ export async function findAuditQuotation(sql: SqlClient) {
|
||||
q.attention,
|
||||
q.reference,
|
||||
q.currency,
|
||||
q.subtotal,
|
||||
q.total_amount as "totalAmount",
|
||||
currency_option.code as "currencyCode",
|
||||
q.approved_template_version_id as "approvedTemplateVersionId",
|
||||
q.salesman_id as "salesmanId",
|
||||
q.created_by as "createdBy",
|
||||
@@ -483,6 +823,8 @@ export async function findAuditQuotation(sql: SqlClient) {
|
||||
q.approved_snapshot as "approvedSnapshot",
|
||||
q.approved_pdf_url as "approvedPdfUrl"
|
||||
from crm_quotations q
|
||||
left join ms_options currency_option
|
||||
on currency_option.id = q.currency
|
||||
where q.code = ${AUDIT_QUOTATION_CODE}
|
||||
and q.deleted_at is null
|
||||
limit 1
|
||||
@@ -506,13 +848,17 @@ export async function findAuditQuotation(sql: SqlClient) {
|
||||
q.attention,
|
||||
q.reference,
|
||||
q.currency,
|
||||
q.subtotal,
|
||||
q.total_amount as "totalAmount",
|
||||
currency_option.code as "currencyCode",
|
||||
q.salesman_id as "salesmanId",
|
||||
q.created_by as "createdBy",
|
||||
q.created_at as "createdAt",
|
||||
q.approved_snapshot as "approvedSnapshot",
|
||||
q.approved_pdf_url as "approvedPdfUrl"
|
||||
from crm_quotations q
|
||||
left join ms_options currency_option
|
||||
on currency_option.id = q.currency
|
||||
where q.deleted_at is null
|
||||
order by q.updated_at desc
|
||||
limit 1
|
||||
@@ -584,6 +930,40 @@ function formatPdfCurrency(amount: number | string | null | undefined, currencyC
|
||||
}).format(normalized)}`.trim();
|
||||
}
|
||||
|
||||
function formatPdfCurrencyAmount(amount: number | string | null | undefined, currencyCode = 'THB') {
|
||||
if (amount === null || amount === undefined) {
|
||||
return '-';
|
||||
}
|
||||
|
||||
const normalized = typeof amount === 'number' ? amount : Number(String(amount).replaceAll(',', ''));
|
||||
|
||||
if (!Number.isFinite(normalized)) {
|
||||
return '-';
|
||||
}
|
||||
|
||||
const symbols: Record<string, string> = {
|
||||
THB: '฿',
|
||||
USD: '$',
|
||||
EUR: 'EUR '
|
||||
};
|
||||
const prefix = symbols[currencyCode.toUpperCase()] ?? `${currencyCode.toUpperCase()} `;
|
||||
return `${prefix}${new Intl.NumberFormat('en-US', {
|
||||
minimumFractionDigits: 2,
|
||||
maximumFractionDigits: 2
|
||||
}).format(normalized)}`.trim();
|
||||
}
|
||||
|
||||
function buildPdfPriceTableData(amount: number | string | null | undefined, currencyCode?: string | null) {
|
||||
const normalizedCurrency = currencyCode?.trim() || 'THB';
|
||||
|
||||
return [[
|
||||
PRICE_TABLE_LABEL,
|
||||
formatPdfCurrencyAmount(amount, normalizedCurrency),
|
||||
' ',
|
||||
normalizedCurrency
|
||||
]];
|
||||
}
|
||||
|
||||
function formatTopicItems(items: Array<{ content?: string | null; sortOrder?: number | null }> = []) {
|
||||
if (!items.length) {
|
||||
return [['-']];
|
||||
@@ -611,6 +991,30 @@ function applyFormatMask(value: unknown, formatMask?: string | null) {
|
||||
return value;
|
||||
}
|
||||
|
||||
function isBlankString(value: unknown) {
|
||||
return typeof value === 'string' && value.trim().length === 0;
|
||||
}
|
||||
|
||||
function resolveScalarMappingValue(
|
||||
rawValue: unknown,
|
||||
formattedValue: unknown,
|
||||
defaultValue?: string | null
|
||||
) {
|
||||
if (formattedValue !== undefined && formattedValue !== null && !isBlankString(formattedValue)) {
|
||||
return formattedValue;
|
||||
}
|
||||
|
||||
if (rawValue !== undefined && rawValue !== null && !isBlankString(rawValue)) {
|
||||
return rawValue;
|
||||
}
|
||||
|
||||
if (defaultValue !== undefined && defaultValue !== null && defaultValue.trim().length > 0) {
|
||||
return defaultValue;
|
||||
}
|
||||
|
||||
return '-';
|
||||
}
|
||||
|
||||
function normalizePdfmeTable(
|
||||
value: unknown,
|
||||
columns?: Array<{ sourceField: string; formatMask?: string | null }>
|
||||
@@ -620,7 +1024,21 @@ function normalizePdfmeTable(
|
||||
}
|
||||
|
||||
if (value.every((row) => Array.isArray(row))) {
|
||||
return (value as unknown[][]).map((row) => row.map((cell) => String(cell ?? '-').trim() || '-'));
|
||||
return (value as unknown[][]).map((row) =>
|
||||
row.map((cell) => {
|
||||
if (typeof cell === 'string') {
|
||||
const trimmedValue = cell.trim();
|
||||
|
||||
if (trimmedValue) {
|
||||
return trimmedValue;
|
||||
}
|
||||
|
||||
return cell.length > 0 ? cell : '-';
|
||||
}
|
||||
|
||||
return String(cell ?? '-').trim() || '-';
|
||||
})
|
||||
);
|
||||
}
|
||||
|
||||
if (!columns?.length) {
|
||||
@@ -655,7 +1073,18 @@ function mapDocumentDataToTemplateInput(
|
||||
|
||||
if (mapping.dataType === 'table') {
|
||||
const mappingColumns = columnMap.get(mapping.id) ?? [];
|
||||
result[mapping.placeholderKey] = normalizePdfmeTable(rawValue, mappingColumns);
|
||||
let tableValue = rawValue;
|
||||
|
||||
if (!Array.isArray(tableValue) && mapping.defaultValue) {
|
||||
try {
|
||||
const parsedDefault = JSON.parse(mapping.defaultValue) as unknown;
|
||||
tableValue = Array.isArray(parsedDefault) ? parsedDefault : tableValue;
|
||||
} catch {
|
||||
// ignore invalid legacy table defaults
|
||||
}
|
||||
}
|
||||
|
||||
result[mapping.placeholderKey] = normalizePdfmeTable(tableValue, mappingColumns);
|
||||
continue;
|
||||
}
|
||||
|
||||
@@ -669,12 +1098,18 @@ function mapDocumentDataToTemplateInput(
|
||||
}
|
||||
|
||||
result[mapping.placeholderKey] =
|
||||
typeof rawValue === 'string' ? rawValue : mapping.defaultValue ?? '';
|
||||
typeof rawValue === 'string' && rawValue.trim().length > 0
|
||||
? rawValue
|
||||
: mapping.defaultValue ?? '-';
|
||||
continue;
|
||||
}
|
||||
|
||||
result[mapping.placeholderKey] =
|
||||
applyFormatMask(rawValue, mapping.formatMask) ?? mapping.defaultValue ?? '-';
|
||||
const formattedValue = applyFormatMask(rawValue, mapping.formatMask);
|
||||
result[mapping.placeholderKey] = resolveScalarMappingValue(
|
||||
rawValue,
|
||||
formattedValue,
|
||||
mapping.defaultValue
|
||||
);
|
||||
}
|
||||
|
||||
return result;
|
||||
@@ -901,6 +1336,10 @@ export async function buildAuditPayload(sql: SqlClient): Promise<AuditPayload> {
|
||||
const businessRole = (userId ? membershipMap.get(userId) : null) ?? roleCode ?? null;
|
||||
return businessRole ? jobTitleMap.get(businessRole) ?? normalizeBusinessRoleLabel(businessRole) : '-';
|
||||
};
|
||||
const currencyCode =
|
||||
typeof quotation.currencyCode === 'string' && quotation.currencyCode.trim()
|
||||
? quotation.currencyCode.trim()
|
||||
: 'THB';
|
||||
|
||||
const documentData: Record<string, unknown> = {
|
||||
company: {
|
||||
@@ -932,7 +1371,9 @@ export async function buildAuditPayload(sql: SqlClient): Promise<AuditPayload> {
|
||||
projectLocation: quotation.projectLocation,
|
||||
attention: quotation.attention,
|
||||
reference: quotation.reference,
|
||||
currency: quotation.currency,
|
||||
currency: currencyCode,
|
||||
currencyCode,
|
||||
subtotal: quotation.subtotal,
|
||||
totalAmount: quotation.totalAmount
|
||||
},
|
||||
items: (itemRows as Array<Record<string, unknown>>).map((row) => ({
|
||||
@@ -951,8 +1392,10 @@ export async function buildAuditPayload(sql: SqlClient): Promise<AuditPayload> {
|
||||
exclusion: exclusionTopic ? [exclusionTopic] : []
|
||||
},
|
||||
pdfme: {
|
||||
labels: PDFME_STATIC_LABELS,
|
||||
quotation_date: formatPdfDate(quotation.quotationDate as string),
|
||||
quotation_price: formatPdfCurrency(quotation.totalAmount as number, 'THB'),
|
||||
quotation_price: formatPdfCurrency(quotation.subtotal as number, currencyCode),
|
||||
quotation_price_data: buildPdfPriceTableData(quotation.subtotal as number, currencyCode),
|
||||
exclusion_data: formatTopicItems(exclusionTopic?.items ?? []),
|
||||
topic_inputs: topicInputs
|
||||
},
|
||||
@@ -1014,10 +1457,7 @@ export async function buildAuditPayload(sql: SqlClient): Promise<AuditPayload> {
|
||||
itemCount: (itemRows as Array<unknown>).length,
|
||||
partyCount: (partyRows as Array<unknown>).length
|
||||
},
|
||||
approvedSnapshot:
|
||||
quotation.approvedSnapshot && typeof quotation.approvedSnapshot === 'object'
|
||||
? (quotation.approvedSnapshot as Record<string, unknown>)
|
||||
: null,
|
||||
approvedSnapshot: normalizeSnapshotPayload(quotation.approvedSnapshot),
|
||||
approvedArtifactReference:
|
||||
typeof quotation.approvedPdfUrl === 'string' ? quotation.approvedPdfUrl : null
|
||||
};
|
||||
|
||||
388
scripts/reseed-pdf-template-version.ts
Normal file
388
scripts/reseed-pdf-template-version.ts
Normal file
@@ -0,0 +1,388 @@
|
||||
import { createHash } from 'node:crypto';
|
||||
import {
|
||||
buildSupportedMappingsForFieldNames,
|
||||
bumpMinorTemplateVersion,
|
||||
classifyTemplateField,
|
||||
computeFieldDiff,
|
||||
createSqlClient,
|
||||
extractTemplateFields,
|
||||
getEffectiveMappedKeys,
|
||||
loadTemplateSourceByOrganizationName,
|
||||
summarizeIssues,
|
||||
type TemplateMappingSeed
|
||||
} from './pdf-audit-utils.ts';
|
||||
|
||||
type TemplateRow = {
|
||||
id: string;
|
||||
organizationId: string;
|
||||
organizationName: string;
|
||||
templateName: string;
|
||||
createdBy: string;
|
||||
updatedBy: string;
|
||||
};
|
||||
|
||||
type TemplateVersionRow = {
|
||||
id: string;
|
||||
templateId: string;
|
||||
version: string;
|
||||
schemaJson: unknown;
|
||||
filePath: string | null;
|
||||
isActive: boolean;
|
||||
createdAt: string;
|
||||
};
|
||||
|
||||
function computeSchemaHash(schemaJson: unknown) {
|
||||
return createHash('sha256').update(JSON.stringify(schemaJson)).digest('hex');
|
||||
}
|
||||
|
||||
function normalizeSchemaJson(schemaJson: unknown) {
|
||||
if (typeof schemaJson === 'string') {
|
||||
return JSON.parse(schemaJson) as unknown;
|
||||
}
|
||||
|
||||
return schemaJson;
|
||||
}
|
||||
|
||||
async function upsertMapping(
|
||||
sql: any,
|
||||
organizationId: string,
|
||||
templateVersionId: string,
|
||||
mapping: TemplateMappingSeed
|
||||
) {
|
||||
const existing = (
|
||||
(await sql`
|
||||
select id
|
||||
from crm_document_template_mappings
|
||||
where template_version_id = ${templateVersionId}
|
||||
and placeholder_key = ${mapping.placeholderKey}
|
||||
limit 1
|
||||
`) as Array<{ id: string }>
|
||||
)[0] ?? null;
|
||||
const mappingId = String(existing?.id ?? crypto.randomUUID());
|
||||
|
||||
if (existing) {
|
||||
await sql`
|
||||
update crm_document_template_mappings
|
||||
set
|
||||
organization_id = ${organizationId},
|
||||
source_path = ${mapping.sourcePath},
|
||||
data_type = ${mapping.dataType},
|
||||
sheet_name = ${null},
|
||||
default_value = ${mapping.defaultValue ?? null},
|
||||
format_mask = ${mapping.formatMask ?? null},
|
||||
sort_order = ${mapping.sortOrder},
|
||||
deleted_at = ${null},
|
||||
updated_at = now()
|
||||
where id = ${mappingId}
|
||||
`;
|
||||
} else {
|
||||
await sql`
|
||||
insert into crm_document_template_mappings (
|
||||
id,
|
||||
organization_id,
|
||||
template_version_id,
|
||||
placeholder_key,
|
||||
source_path,
|
||||
data_type,
|
||||
sheet_name,
|
||||
default_value,
|
||||
format_mask,
|
||||
sort_order,
|
||||
deleted_at
|
||||
) values (
|
||||
${mappingId},
|
||||
${organizationId},
|
||||
${templateVersionId},
|
||||
${mapping.placeholderKey},
|
||||
${mapping.sourcePath},
|
||||
${mapping.dataType},
|
||||
${null},
|
||||
${mapping.defaultValue ?? null},
|
||||
${mapping.formatMask ?? null},
|
||||
${mapping.sortOrder},
|
||||
${null}
|
||||
)
|
||||
`;
|
||||
}
|
||||
|
||||
const desiredColumnNames = new Set((mapping.columns ?? []).map((column) => column.columnName));
|
||||
|
||||
for (const column of mapping.columns ?? []) {
|
||||
const existingColumn =
|
||||
(
|
||||
(await sql`
|
||||
select id
|
||||
from crm_document_template_table_columns
|
||||
where mapping_id = ${mappingId}
|
||||
and column_name = ${column.columnName}
|
||||
limit 1
|
||||
`) as Array<{ id: string }>
|
||||
)[0] ?? null;
|
||||
|
||||
if (existingColumn) {
|
||||
await sql`
|
||||
update crm_document_template_table_columns
|
||||
set
|
||||
organization_id = ${organizationId},
|
||||
source_field = ${column.sourceField},
|
||||
column_letter = ${column.columnLetter ?? null},
|
||||
sort_order = ${column.sortOrder},
|
||||
format_mask = ${column.formatMask ?? null},
|
||||
deleted_at = ${null},
|
||||
updated_at = now()
|
||||
where id = ${existingColumn.id}
|
||||
`;
|
||||
continue;
|
||||
}
|
||||
|
||||
await sql`
|
||||
insert into crm_document_template_table_columns (
|
||||
id,
|
||||
organization_id,
|
||||
mapping_id,
|
||||
column_name,
|
||||
source_field,
|
||||
column_letter,
|
||||
sort_order,
|
||||
format_mask,
|
||||
deleted_at
|
||||
) values (
|
||||
${crypto.randomUUID()},
|
||||
${organizationId},
|
||||
${mappingId},
|
||||
${column.columnName},
|
||||
${column.sourceField},
|
||||
${column.columnLetter ?? null},
|
||||
${column.sortOrder},
|
||||
${column.formatMask ?? null},
|
||||
${null}
|
||||
)
|
||||
`;
|
||||
}
|
||||
|
||||
const existingColumns = (await sql`
|
||||
select id, column_name as "columnName"
|
||||
from crm_document_template_table_columns
|
||||
where mapping_id = ${mappingId}
|
||||
and deleted_at is null
|
||||
`) as Array<{ id: string; columnName: string }>;
|
||||
|
||||
for (const column of existingColumns) {
|
||||
if (desiredColumnNames.has(column.columnName)) {
|
||||
continue;
|
||||
}
|
||||
|
||||
await sql`
|
||||
update crm_document_template_table_columns
|
||||
set
|
||||
deleted_at = now(),
|
||||
updated_at = now()
|
||||
where id = ${column.id}
|
||||
`;
|
||||
}
|
||||
}
|
||||
|
||||
async function main() {
|
||||
const sql = createSqlClient();
|
||||
|
||||
try {
|
||||
const templates = (await sql`
|
||||
select
|
||||
t.id,
|
||||
t.organization_id as "organizationId",
|
||||
o.name as "organizationName",
|
||||
t.template_name as "templateName",
|
||||
t.created_by as "createdBy",
|
||||
t.updated_by as "updatedBy"
|
||||
from crm_document_templates t
|
||||
inner join organizations o
|
||||
on o.id = t.organization_id
|
||||
where t.document_type = 'quotation'
|
||||
and t.file_type = 'pdfme'
|
||||
and t.product_type = 'default'
|
||||
and t.deleted_at is null
|
||||
order by o.name asc, t.created_at asc
|
||||
`) as TemplateRow[];
|
||||
const results = [];
|
||||
|
||||
for (const template of templates) {
|
||||
const templateSource = loadTemplateSourceByOrganizationName(template.organizationName);
|
||||
|
||||
if (!templateSource) {
|
||||
results.push({
|
||||
organizationName: template.organizationName,
|
||||
templateName: template.templateName,
|
||||
status: 'WARNING',
|
||||
message: 'No source template file found for organization'
|
||||
});
|
||||
continue;
|
||||
}
|
||||
|
||||
const versions = (await sql`
|
||||
select
|
||||
id,
|
||||
template_id as "templateId",
|
||||
version,
|
||||
schema_json as "schemaJson",
|
||||
file_path as "filePath",
|
||||
is_active as "isActive",
|
||||
created_at as "createdAt"
|
||||
from crm_document_template_versions
|
||||
where template_id = ${template.id}
|
||||
and deleted_at is null
|
||||
order by created_at asc
|
||||
`) as TemplateVersionRow[];
|
||||
const activeVersion = versions.find((version) => version.isActive) ?? versions.at(-1) ?? null;
|
||||
|
||||
if (!activeVersion) {
|
||||
throw new Error(`Template ${template.templateName} has no version rows`);
|
||||
}
|
||||
|
||||
const targetSchema = templateSource.schemaJson;
|
||||
const targetSchemaHash = computeSchemaHash(targetSchema);
|
||||
const matchingVersion =
|
||||
versions.find(
|
||||
(version) => computeSchemaHash(normalizeSchemaJson(version.schemaJson)) === targetSchemaHash
|
||||
) ?? null;
|
||||
const previousFields = extractTemplateFields(normalizeSchemaJson(activeVersion.schemaJson));
|
||||
const targetFields = extractTemplateFields(targetSchema);
|
||||
const targetFieldNames = new Set(targetFields.map((field) => field.name).filter(Boolean));
|
||||
const targetTokens = new Set(targetFields.flatMap((field) => field.tokens));
|
||||
const supportedMappings = buildSupportedMappingsForFieldNames(targetFieldNames, targetTokens);
|
||||
const mappedKeys = getEffectiveMappedKeys(targetFields, supportedMappings);
|
||||
const fieldDiff = computeFieldDiff(targetFields, previousFields);
|
||||
const createdNewVersion = !matchingVersion;
|
||||
const targetVersionLabel = matchingVersion
|
||||
? matchingVersion.version
|
||||
: bumpMinorTemplateVersion(versions.at(-1)?.version ?? activeVersion.version);
|
||||
|
||||
const targetVersionId = matchingVersion?.id ?? crypto.randomUUID();
|
||||
|
||||
await sql.begin(async (tx) => {
|
||||
if (!matchingVersion) {
|
||||
await tx`
|
||||
insert into crm_document_template_versions (
|
||||
id,
|
||||
organization_id,
|
||||
template_id,
|
||||
version,
|
||||
file_path,
|
||||
schema_json,
|
||||
preview_image_url,
|
||||
is_active,
|
||||
deleted_at,
|
||||
created_by
|
||||
) values (
|
||||
${targetVersionId},
|
||||
${template.organizationId},
|
||||
${template.id},
|
||||
${targetVersionLabel},
|
||||
${templateSource.relativePath},
|
||||
${JSON.stringify(targetSchema)},
|
||||
${null},
|
||||
${true},
|
||||
${null},
|
||||
${template.updatedBy || template.createdBy}
|
||||
)
|
||||
`;
|
||||
} else {
|
||||
await tx`
|
||||
update crm_document_template_versions
|
||||
set
|
||||
file_path = ${templateSource.relativePath},
|
||||
is_active = ${true},
|
||||
updated_at = now()
|
||||
where id = ${targetVersionId}
|
||||
`;
|
||||
}
|
||||
|
||||
await tx`
|
||||
update crm_document_template_versions
|
||||
set
|
||||
is_active = case when id = ${targetVersionId} then true else false end,
|
||||
updated_at = now()
|
||||
where template_id = ${template.id}
|
||||
and deleted_at is null
|
||||
`;
|
||||
|
||||
for (const mapping of supportedMappings) {
|
||||
await upsertMapping(tx, template.organizationId, targetVersionId, mapping);
|
||||
}
|
||||
|
||||
const desiredKeys = new Set(supportedMappings.map((mapping) => mapping.placeholderKey));
|
||||
const existingMappings = (await tx`
|
||||
select id, placeholder_key as "placeholderKey"
|
||||
from crm_document_template_mappings
|
||||
where template_version_id = ${targetVersionId}
|
||||
and deleted_at is null
|
||||
`) as Array<{ id: string; placeholderKey: string }>;
|
||||
|
||||
for (const mapping of existingMappings) {
|
||||
if (desiredKeys.has(mapping.placeholderKey)) {
|
||||
continue;
|
||||
}
|
||||
|
||||
await tx`
|
||||
update crm_document_template_mappings
|
||||
set
|
||||
deleted_at = now(),
|
||||
updated_at = now()
|
||||
where id = ${mapping.id}
|
||||
`;
|
||||
}
|
||||
});
|
||||
|
||||
const classificationCounts = new Map<string, number>();
|
||||
|
||||
for (const field of targetFields) {
|
||||
const classification = classifyTemplateField(field, mappedKeys);
|
||||
classificationCounts.set(
|
||||
classification,
|
||||
(classificationCounts.get(classification) ?? 0) + 1
|
||||
);
|
||||
}
|
||||
|
||||
results.push({
|
||||
organizationName: template.organizationName,
|
||||
templateName: template.templateName,
|
||||
sourceFile: templateSource.relativePath,
|
||||
previousActiveVersion: activeVersion.version,
|
||||
activeVersion: targetVersionLabel,
|
||||
createdNewVersion,
|
||||
retainedInactiveVersions: versions.filter((version) => version.id !== targetVersionId).length,
|
||||
deletedFields: fieldDiff.deletedFields,
|
||||
newFields: fieldDiff.newFields,
|
||||
mappingKeys: supportedMappings.map((mapping) => mapping.placeholderKey),
|
||||
classificationCounts: Object.fromEntries(classificationCounts.entries()),
|
||||
status: summarizeIssues([
|
||||
fieldDiff.deletedFields.includes('exclusion_data') ? 'PASS' : 'PASS',
|
||||
supportedMappings.some((mapping) => mapping.placeholderKey === 'tel_label') ? 'PASS' : 'FAIL'
|
||||
])
|
||||
});
|
||||
}
|
||||
|
||||
const overallStatus = summarizeIssues(
|
||||
results.map((result) => result.status as 'PASS' | 'WARNING' | 'FAIL')
|
||||
);
|
||||
|
||||
console.log(
|
||||
JSON.stringify(
|
||||
{
|
||||
action: 'reseed-pdf-template-version',
|
||||
overallStatus,
|
||||
templateCount: results.length,
|
||||
results
|
||||
},
|
||||
null,
|
||||
2
|
||||
)
|
||||
);
|
||||
} finally {
|
||||
await sql.end({ timeout: 5 });
|
||||
}
|
||||
}
|
||||
|
||||
main().catch((error) => {
|
||||
console.error(`[reseed-pdf-template-version] ${error.message}`);
|
||||
process.exit(1);
|
||||
});
|
||||
@@ -384,72 +384,79 @@ const DOCUMENT_TEMPLATE_MAPPINGS: TemplateMappingSeed[] = [
|
||||
dataType: 'scalar',
|
||||
sortOrder: 9
|
||||
},
|
||||
{
|
||||
placeholderKey: 'quotation_price_data',
|
||||
sourcePath: 'pdfme.quotation_price_data',
|
||||
dataType: 'table',
|
||||
defaultValue: JSON.stringify([['Price (Exclude VAT)', '-', ' ', 'THB']]),
|
||||
sortOrder: 10
|
||||
},
|
||||
{
|
||||
placeholderKey: 'quotation_price',
|
||||
sourcePath: 'pdfme.quotation_price',
|
||||
dataType: 'scalar',
|
||||
formatMask: null,
|
||||
sortOrder: 10
|
||||
sortOrder: 11
|
||||
},
|
||||
{
|
||||
placeholderKey: 'currency',
|
||||
sourcePath: 'quotation.currency',
|
||||
dataType: 'scalar',
|
||||
sortOrder: 11
|
||||
sortOrder: 12
|
||||
},
|
||||
{
|
||||
placeholderKey: 'exclusion_data',
|
||||
sourcePath: 'pdfme.exclusion_data',
|
||||
dataType: 'table',
|
||||
sortOrder: 12
|
||||
sortOrder: 13
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app1',
|
||||
sourcePath: 'signatures.preparedBy.name',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 13
|
||||
sortOrder: 14
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app1_position',
|
||||
sourcePath: 'signatures.preparedBy.position',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 14
|
||||
sortOrder: 15
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app2',
|
||||
sourcePath: 'signatures.approvedBy.name',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 15
|
||||
sortOrder: 16
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app2_position',
|
||||
sourcePath: 'signatures.approvedBy.position',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 16
|
||||
sortOrder: 17
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app3',
|
||||
sourcePath: 'signatures.authorizedBy.name',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 17
|
||||
sortOrder: 18
|
||||
},
|
||||
{
|
||||
placeholderKey: 'app3_position',
|
||||
sourcePath: 'signatures.authorizedBy.position',
|
||||
dataType: 'scalar',
|
||||
defaultValue: '-',
|
||||
sortOrder: 18
|
||||
sortOrder: 19
|
||||
},
|
||||
{
|
||||
placeholderKey: 'items_table',
|
||||
sourcePath: 'items',
|
||||
dataType: 'table',
|
||||
sortOrder: 19,
|
||||
sortOrder: 20,
|
||||
columns: [
|
||||
{ columnName: 'Item', sourceField: 'itemNumber', columnLetter: 'A', sortOrder: 1 },
|
||||
{ columnName: 'Description', sourceField: 'description', columnLetter: 'B', sortOrder: 2 },
|
||||
@@ -922,6 +929,17 @@ async function upsertDocumentTemplatesForOrganization(
|
||||
)
|
||||
and deleted_at is null
|
||||
`;
|
||||
|
||||
await sql`
|
||||
update crm_document_template_mappings
|
||||
set
|
||||
deleted_at = now(),
|
||||
updated_at = now()
|
||||
where organization_id = ${organization.id}
|
||||
and template_version_id = ${resolvedVersionId}
|
||||
and placeholder_key in (${'exclusion_data_'})
|
||||
and deleted_at is null
|
||||
`;
|
||||
}
|
||||
|
||||
async function main() {
|
||||
|
||||
@@ -1,4 +1,5 @@
|
||||
const EMPTY_TABLE_FALLBACK = [['-']];
|
||||
const PRICE_TABLE_LABEL = 'Price (Exclude VAT)';
|
||||
|
||||
function normalizeNumber(
|
||||
amount: number | string | null | undefined
|
||||
@@ -70,6 +71,45 @@ export function formatPdfCurrency(
|
||||
return `${symbol}${formatted}`.trim();
|
||||
}
|
||||
|
||||
export function formatPdfCurrencyAmount(
|
||||
amount: number | string | null | undefined,
|
||||
currencyCode = 'THB'
|
||||
): string {
|
||||
const numericAmount = normalizeNumber(amount);
|
||||
|
||||
if (numericAmount === null) {
|
||||
return '-';
|
||||
}
|
||||
|
||||
const normalizedCode = currencyCode.toUpperCase();
|
||||
const symbols: Record<string, string> = {
|
||||
THB: '฿',
|
||||
USD: '$',
|
||||
EUR: 'EUR '
|
||||
};
|
||||
const symbol = symbols[normalizedCode] ?? `${normalizedCode} `;
|
||||
const formatted = new Intl.NumberFormat('en-US', {
|
||||
minimumFractionDigits: 2,
|
||||
maximumFractionDigits: 2
|
||||
}).format(numericAmount);
|
||||
|
||||
return `${symbol}${formatted}`.trim();
|
||||
}
|
||||
|
||||
export function buildPdfPriceTableData(
|
||||
amount: number | string | null | undefined,
|
||||
currencyCode?: string | null
|
||||
): string[][] {
|
||||
const normalizedCurrency = currencyCode?.trim() || 'THB';
|
||||
|
||||
return [[
|
||||
PRICE_TABLE_LABEL,
|
||||
formatPdfCurrencyAmount(amount, normalizedCurrency),
|
||||
' ',
|
||||
normalizedCurrency
|
||||
]];
|
||||
}
|
||||
|
||||
export function formatTopicItems(topic?: {
|
||||
items?: Array<{ content?: string | null; sortOrder?: number | null }> | string[];
|
||||
}): string[][] {
|
||||
@@ -109,6 +149,16 @@ export function normalizePdfmeTable(
|
||||
if (value.every((row) => Array.isArray(row))) {
|
||||
const normalizedRows = value.map((row) =>
|
||||
(row as unknown[]).map((cell) => {
|
||||
if (typeof cell === 'string') {
|
||||
const trimmedValue = cell.trim();
|
||||
|
||||
if (trimmedValue) {
|
||||
return trimmedValue;
|
||||
}
|
||||
|
||||
return cell.length > 0 ? cell : '-';
|
||||
}
|
||||
|
||||
const stringValue = String(cell ?? '').trim();
|
||||
return stringValue || '-';
|
||||
})
|
||||
|
||||
@@ -1,52 +1,73 @@
|
||||
import { and, eq, inArray, isNull } from 'drizzle-orm';
|
||||
import { crmCustomerContacts, crmCustomers, crmQuotations, organizations } from '@/db/schema';
|
||||
import { db } from '@/lib/db';
|
||||
import { AuthError } from '@/lib/auth/session';
|
||||
import { and, eq, inArray, isNull } from "drizzle-orm";
|
||||
import {
|
||||
crmCustomerContacts,
|
||||
crmCustomers,
|
||||
crmQuotations,
|
||||
organizations,
|
||||
} from "@/db/schema";
|
||||
import { db } from "@/lib/db";
|
||||
import { AuthError } from "@/lib/auth/session";
|
||||
import {
|
||||
listApprovalRequests,
|
||||
getApprovalRequest
|
||||
} from '@/features/foundation/approval/server/service';
|
||||
getApprovalRequest,
|
||||
} from "@/features/foundation/approval/server/service";
|
||||
import {
|
||||
mapDocumentDataToTemplateInput,
|
||||
resolveTemplateForDocument,
|
||||
resolveTemplateMappings
|
||||
} from '@/features/foundation/document-template/server/service';
|
||||
import { getActiveOptionsByCategory } from '@/features/foundation/master-options/service';
|
||||
resolveTemplateMappings,
|
||||
} from "@/features/foundation/document-template/server/service";
|
||||
import { getActiveOptionsByCategory } from "@/features/foundation/master-options/service";
|
||||
import {
|
||||
getQuotationDetail,
|
||||
listQuotationCustomers,
|
||||
listQuotationItems,
|
||||
listQuotationTopics
|
||||
} from '@/features/crm/quotations/server/service';
|
||||
listQuotationTopics,
|
||||
} from "@/features/crm/quotations/server/service";
|
||||
import type {
|
||||
ApprovedQuotationSnapshot,
|
||||
QuotationDocumentApprovalStep,
|
||||
QuotationDocumentData
|
||||
} from '../types';
|
||||
import type { PdfTopic } from './pdf-topic.type';
|
||||
import { formatPdfCurrency, formatPdfDate, formatTopicItems } from './pdfme-transforms';
|
||||
import { buildPdfTopicTemplate } from './pdf-topic-engine';
|
||||
import { resolveQuotationSignatures } from './signature-resolver';
|
||||
import { resolveQuotationTopicTypeMapping } from './topic-mapping';
|
||||
import type { Template } from '@pdfme/common';
|
||||
QuotationDocumentData,
|
||||
} from "../types";
|
||||
import type { PdfTopic } from "./pdf-topic.type";
|
||||
import {
|
||||
buildPdfPriceTableData,
|
||||
formatPdfCurrency,
|
||||
formatPdfDate,
|
||||
formatTopicItems,
|
||||
} from "./pdfme-transforms";
|
||||
import { buildPdfTopicTemplate } from "./pdf-topic-engine";
|
||||
import { resolveQuotationSignatures } from "./signature-resolver";
|
||||
import { resolveQuotationTopicTypeMapping } from "./topic-mapping";
|
||||
import type { Template } from "@pdfme/common";
|
||||
|
||||
const DOCUMENT_OPTION_CATEGORIES = {
|
||||
branch: 'crm_branch',
|
||||
status: 'crm_quotation_status',
|
||||
quotationType: 'crm_quotation_type',
|
||||
currency: 'crm_currency',
|
||||
discountType: 'crm_discount_type',
|
||||
unit: 'crm_unit',
|
||||
customerRole: 'crm_project_party_role',
|
||||
productType: 'crm_product_type',
|
||||
topicType: 'crm_quotation_topic_type'
|
||||
branch: "crm_branch",
|
||||
status: "crm_quotation_status",
|
||||
quotationType: "crm_quotation_type",
|
||||
currency: "crm_currency",
|
||||
discountType: "crm_discount_type",
|
||||
unit: "crm_unit",
|
||||
customerRole: "crm_project_party_role",
|
||||
productType: "crm_product_type",
|
||||
topicType: "crm_quotation_topic_type",
|
||||
} as const;
|
||||
|
||||
const PDFME_DEFAULT_LABELS = {
|
||||
tel: "Tel",
|
||||
email: "Email",
|
||||
att: "Att",
|
||||
project: "Project",
|
||||
location: "Location",
|
||||
} as const;
|
||||
|
||||
function toRevisionLabel(revision: number) {
|
||||
return `R${String(revision).padStart(2, '0')}`;
|
||||
return `R${String(revision).padStart(2, "0")}`;
|
||||
}
|
||||
|
||||
async function assertQuotationDocumentAccess(quotationId: string, organizationId: string) {
|
||||
async function assertQuotationDocumentAccess(
|
||||
quotationId: string,
|
||||
organizationId: string,
|
||||
) {
|
||||
const [quotation] = await db
|
||||
.select()
|
||||
.from(crmQuotations)
|
||||
@@ -54,13 +75,13 @@ async function assertQuotationDocumentAccess(quotationId: string, organizationId
|
||||
and(
|
||||
eq(crmQuotations.id, quotationId),
|
||||
eq(crmQuotations.organizationId, organizationId),
|
||||
isNull(crmQuotations.deletedAt)
|
||||
)
|
||||
isNull(crmQuotations.deletedAt),
|
||||
),
|
||||
)
|
||||
.limit(1);
|
||||
|
||||
if (!quotation) {
|
||||
throw new AuthError('Quotation not found', 404);
|
||||
throw new AuthError("Quotation not found", 404);
|
||||
}
|
||||
|
||||
return quotation;
|
||||
@@ -68,14 +89,16 @@ async function assertQuotationDocumentAccess(quotationId: string, organizationId
|
||||
|
||||
function findOptionLabel(
|
||||
options: Array<{ id: string; code: string; label: string }>,
|
||||
id: string | null | undefined
|
||||
id: string | null | undefined,
|
||||
) {
|
||||
return id ? (options.find((option) => option.id === id)?.label ?? null) : null;
|
||||
return id
|
||||
? (options.find((option) => option.id === id)?.label ?? null)
|
||||
: null;
|
||||
}
|
||||
|
||||
function findOptionCode(
|
||||
options: Array<{ id: string; code: string; label: string }>,
|
||||
id: string | null | undefined
|
||||
id: string | null | undefined,
|
||||
) {
|
||||
return id ? (options.find((option) => option.id === id)?.code ?? null) : null;
|
||||
}
|
||||
@@ -88,9 +111,11 @@ function extractSinglePlaceholder(value: string) {
|
||||
}
|
||||
|
||||
function getFieldName(field: unknown) {
|
||||
return field && typeof field === 'object' && typeof (field as { name?: unknown }).name === 'string'
|
||||
? ((field as { name: string }).name ?? '')
|
||||
: '';
|
||||
return field &&
|
||||
typeof field === "object" &&
|
||||
typeof (field as { name?: unknown }).name === "string"
|
||||
? ((field as { name: string }).name ?? "")
|
||||
: "";
|
||||
}
|
||||
|
||||
function normalizeTopicKey(value: string | null | undefined) {
|
||||
@@ -98,11 +123,14 @@ function normalizeTopicKey(value: string | null | undefined) {
|
||||
value
|
||||
?.trim()
|
||||
.toLowerCase()
|
||||
.replaceAll(/[\s_-]+/g, '') ?? ''
|
||||
.replaceAll(/[\s_-]+/g, "") ?? ""
|
||||
);
|
||||
}
|
||||
|
||||
function matchesTopicAlias(actualCode: string | null | undefined, expectedCode: string) {
|
||||
function matchesTopicAlias(
|
||||
actualCode: string | null | undefined,
|
||||
expectedCode: string,
|
||||
) {
|
||||
const actual = normalizeTopicKey(actualCode);
|
||||
const expected = normalizeTopicKey(expectedCode);
|
||||
|
||||
@@ -115,30 +143,33 @@ function matchesTopicAlias(actualCode: string | null | undefined, expectedCode:
|
||||
}
|
||||
|
||||
const aliasGroups = [
|
||||
['scope', 'scopeofwork', 'dockscopeofwork', 'solarcellscopeofwork'],
|
||||
["scope", "scopeofwork", "dockscopeofwork", "solarcellscopeofwork"],
|
||||
[
|
||||
'exclusion',
|
||||
'exclusionfromscopeofsupply',
|
||||
'exclusionofsupplyinstallation',
|
||||
'solarcellexclusionofsupplyinstallation'
|
||||
"exclusion",
|
||||
"exclusionfromscopeofsupply",
|
||||
"exclusionofsupplyinstallation",
|
||||
"solarcellexclusionofsupplyinstallation",
|
||||
],
|
||||
[
|
||||
'payment',
|
||||
'paymentconditions',
|
||||
'termsofpaymentuponprogressofeachitem',
|
||||
'solarcellpaymentconditions'
|
||||
"payment",
|
||||
"paymentconditions",
|
||||
"termsofpaymentuponprogressofeachitem",
|
||||
"solarcellpaymentconditions",
|
||||
],
|
||||
['delivery', 'deliverydate', 'solarcelldelivery'],
|
||||
['warranty', 'solarcellwarranty']
|
||||
["delivery", "deliverydate", "solarcelldelivery"],
|
||||
["warranty", "solarcellwarranty"],
|
||||
];
|
||||
|
||||
return aliasGroups.some((group) => group.includes(actual) && group.includes(expected));
|
||||
return aliasGroups.some(
|
||||
(group) => group.includes(actual) && group.includes(expected),
|
||||
);
|
||||
}
|
||||
|
||||
function sortBySortOrder<T extends { sortOrder?: number | null }>(items: T[]) {
|
||||
return [...items].sort((left, right) => {
|
||||
const delta =
|
||||
(left.sortOrder ?? Number.MAX_SAFE_INTEGER) - (right.sortOrder ?? Number.MAX_SAFE_INTEGER);
|
||||
(left.sortOrder ?? Number.MAX_SAFE_INTEGER) -
|
||||
(right.sortOrder ?? Number.MAX_SAFE_INTEGER);
|
||||
|
||||
if (delta !== 0) {
|
||||
return delta;
|
||||
@@ -148,9 +179,12 @@ function sortBySortOrder<T extends { sortOrder?: number | null }>(items: T[]) {
|
||||
});
|
||||
}
|
||||
|
||||
function normalizePdfmeTemplateInput(schemaJson: unknown, templateInput: Record<string, unknown>) {
|
||||
function normalizePdfmeTemplateInput(
|
||||
schemaJson: unknown,
|
||||
templateInput: Record<string, unknown>,
|
||||
) {
|
||||
const pages =
|
||||
schemaJson && typeof schemaJson === 'object' && 'schemas' in schemaJson
|
||||
schemaJson && typeof schemaJson === "object" && "schemas" in schemaJson
|
||||
? (schemaJson as { schemas?: unknown }).schemas
|
||||
: null;
|
||||
|
||||
@@ -166,28 +200,37 @@ function normalizePdfmeTemplateInput(schemaJson: unknown, templateInput: Record<
|
||||
}
|
||||
|
||||
for (const field of page) {
|
||||
if (!field || typeof field !== 'object') {
|
||||
if (!field || typeof field !== "object") {
|
||||
continue;
|
||||
}
|
||||
|
||||
const tableField = field as { type?: unknown; content?: unknown };
|
||||
const fieldName = getFieldName(field);
|
||||
const placeholderKey =
|
||||
typeof tableField.content === 'string'
|
||||
typeof tableField.content === "string"
|
||||
? extractSinglePlaceholder(tableField.content)
|
||||
: null;
|
||||
|
||||
if (fieldName && placeholderKey && fieldName !== placeholderKey) {
|
||||
if (normalized[fieldName] !== undefined && normalized[placeholderKey] === undefined) {
|
||||
if (
|
||||
normalized[fieldName] !== undefined &&
|
||||
normalized[placeholderKey] === undefined
|
||||
) {
|
||||
normalized[placeholderKey] = normalized[fieldName];
|
||||
}
|
||||
|
||||
if (normalized[placeholderKey] !== undefined && normalized[fieldName] === undefined) {
|
||||
if (
|
||||
normalized[placeholderKey] !== undefined &&
|
||||
normalized[fieldName] === undefined
|
||||
) {
|
||||
normalized[fieldName] = normalized[placeholderKey];
|
||||
}
|
||||
}
|
||||
|
||||
if (tableField.type !== 'table' || typeof tableField.content !== 'string') {
|
||||
if (
|
||||
tableField.type !== "table" ||
|
||||
typeof tableField.content !== "string"
|
||||
) {
|
||||
continue;
|
||||
}
|
||||
|
||||
@@ -197,12 +240,12 @@ function normalizePdfmeTemplateInput(schemaJson: unknown, templateInput: Record<
|
||||
|
||||
const value = normalized[placeholderKey];
|
||||
|
||||
if (typeof value !== 'string') {
|
||||
if (typeof value !== "string") {
|
||||
continue;
|
||||
}
|
||||
|
||||
const lines = value
|
||||
.split('\n')
|
||||
.split("\n")
|
||||
.map((line) => line.trim())
|
||||
.filter(Boolean);
|
||||
|
||||
@@ -219,9 +262,12 @@ function normalizePdfmeTemplateInput(schemaJson: unknown, templateInput: Record<
|
||||
|
||||
export async function buildQuotationDocumentData(
|
||||
quotationId: string,
|
||||
organizationId: string
|
||||
organizationId: string,
|
||||
): Promise<QuotationDocumentData> {
|
||||
const quotation = await assertQuotationDocumentAccess(quotationId, organizationId);
|
||||
const quotation = await assertQuotationDocumentAccess(
|
||||
quotationId,
|
||||
organizationId,
|
||||
);
|
||||
const [
|
||||
company,
|
||||
quotationDetail,
|
||||
@@ -237,7 +283,7 @@ export async function buildQuotationDocumentData(
|
||||
customerRoleOptions,
|
||||
productTypeOptions,
|
||||
topicTypeOptions,
|
||||
approvalRequests
|
||||
approvalRequests,
|
||||
] = await Promise.all([
|
||||
db
|
||||
.select()
|
||||
@@ -248,24 +294,42 @@ export async function buildQuotationDocumentData(
|
||||
listQuotationItems(quotationId, organizationId),
|
||||
listQuotationCustomers(quotationId, organizationId),
|
||||
listQuotationTopics(quotationId, organizationId),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.branch, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.status, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.quotationType, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.currency, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.discountType, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.unit, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.customerRole, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.productType, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.topicType, { organizationId }),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.branch, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.status, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.quotationType, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.currency, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.discountType, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.unit, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.customerRole, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.productType, {
|
||||
organizationId,
|
||||
}),
|
||||
getActiveOptionsByCategory(DOCUMENT_OPTION_CATEGORIES.topicType, {
|
||||
organizationId,
|
||||
}),
|
||||
listApprovalRequests(organizationId, {
|
||||
entityType: 'quotation',
|
||||
entityType: "quotation",
|
||||
entityId: quotationId,
|
||||
limit: 20
|
||||
})
|
||||
limit: 20,
|
||||
}),
|
||||
]);
|
||||
|
||||
if (!company) {
|
||||
throw new AuthError('Organization not found', 404);
|
||||
throw new AuthError("Organization not found", 404);
|
||||
}
|
||||
|
||||
const [customer, contact, relatedCustomers, signatures] = await Promise.all([
|
||||
@@ -276,8 +340,8 @@ export async function buildQuotationDocumentData(
|
||||
and(
|
||||
eq(crmCustomers.id, quotation.customerId),
|
||||
eq(crmCustomers.organizationId, organizationId),
|
||||
isNull(crmCustomers.deletedAt)
|
||||
)
|
||||
isNull(crmCustomers.deletedAt),
|
||||
),
|
||||
)
|
||||
.then((rows) => rows[0] ?? null),
|
||||
quotation.contactId
|
||||
@@ -288,47 +352,57 @@ export async function buildQuotationDocumentData(
|
||||
and(
|
||||
eq(crmCustomerContacts.id, quotation.contactId),
|
||||
eq(crmCustomerContacts.organizationId, organizationId),
|
||||
isNull(crmCustomerContacts.deletedAt)
|
||||
)
|
||||
isNull(crmCustomerContacts.deletedAt),
|
||||
),
|
||||
)
|
||||
.then((rows) => rows[0] ?? null)
|
||||
: Promise.resolve(null),
|
||||
quotationCustomers.length
|
||||
? db
|
||||
.select({ id: crmCustomers.id, code: crmCustomers.code, name: crmCustomers.name })
|
||||
.select({
|
||||
id: crmCustomers.id,
|
||||
code: crmCustomers.code,
|
||||
name: crmCustomers.name,
|
||||
})
|
||||
.from(crmCustomers)
|
||||
.where(
|
||||
and(
|
||||
eq(crmCustomers.organizationId, organizationId),
|
||||
inArray(
|
||||
crmCustomers.id,
|
||||
quotationCustomers.map((item) => item.customerId)
|
||||
quotationCustomers.map((item) => item.customerId),
|
||||
),
|
||||
isNull(crmCustomers.deletedAt),
|
||||
),
|
||||
isNull(crmCustomers.deletedAt)
|
||||
)
|
||||
)
|
||||
: Promise.resolve([]),
|
||||
resolveQuotationSignatures(quotationId, organizationId)
|
||||
resolveQuotationSignatures(quotationId, organizationId),
|
||||
]);
|
||||
|
||||
if (!customer) {
|
||||
throw new AuthError('Customer not found', 404);
|
||||
throw new AuthError("Customer not found", 404);
|
||||
}
|
||||
|
||||
const approvalRequest =
|
||||
approvalRequests.items.find((item) => item.status === 'approved') ??
|
||||
approvalRequests.items.find((item) => item.status === "approved") ??
|
||||
approvalRequests.items[0] ??
|
||||
null;
|
||||
const approvalDetail = approvalRequest
|
||||
? await getApprovalRequest(approvalRequest.id, organizationId)
|
||||
: null;
|
||||
const branch = branchOptions.find((option) => option.id === quotation.branchId) ?? null;
|
||||
const relatedCustomerMap = new Map(relatedCustomers.map((item) => [item.id, item]));
|
||||
const branch =
|
||||
branchOptions.find((option) => option.id === quotation.branchId) ?? null;
|
||||
const relatedCustomerMap = new Map(
|
||||
relatedCustomers.map((item) => [item.id, item]),
|
||||
);
|
||||
const statusCode = findOptionCode(statusOptions, quotation.status);
|
||||
const statusLabel = findOptionLabel(statusOptions, quotation.status);
|
||||
const topicCodeById = new Map(topicTypeOptions.map((option) => [option.id, option.code]));
|
||||
const topicCodeById = new Map(
|
||||
topicTypeOptions.map((option) => [option.id, option.code]),
|
||||
);
|
||||
const primaryProductType =
|
||||
items.find((item) => findOptionCode(productTypeOptions, item.productType))?.productType ?? null;
|
||||
items.find((item) => findOptionCode(productTypeOptions, item.productType))
|
||||
?.productType ?? null;
|
||||
const productTypeCode =
|
||||
findOptionCode(productTypeOptions, primaryProductType) ??
|
||||
findOptionCode(quotationTypeOptions, quotationDetail.quotationType) ??
|
||||
@@ -340,7 +414,7 @@ export async function buildQuotationDocumentData(
|
||||
findOptionLabel(topicTypeOptions, item.topicType) ??
|
||||
item.title?.trim() ??
|
||||
topicCodeById.get(item.topicType) ??
|
||||
'Topic';
|
||||
"Topic";
|
||||
|
||||
return {
|
||||
id: item.id,
|
||||
@@ -351,8 +425,8 @@ export async function buildQuotationDocumentData(
|
||||
items: sortBySortOrder(item.items).map((child) => ({
|
||||
id: child.id,
|
||||
content: child.content,
|
||||
sortOrder: child.sortOrder
|
||||
}))
|
||||
sortOrder: child.sortOrder,
|
||||
})),
|
||||
};
|
||||
});
|
||||
const pdfTopics: PdfTopic[] = resolvedTopics.map((item) => ({
|
||||
@@ -361,24 +435,24 @@ export async function buildQuotationDocumentData(
|
||||
sortOrder: item.sortOrder,
|
||||
items: item.items.map((child) => ({
|
||||
id: child.id,
|
||||
content: child.content?.trim() || '-',
|
||||
sortOrder: child.sortOrder
|
||||
}))
|
||||
content: child.content?.trim() || "-",
|
||||
sortOrder: child.sortOrder,
|
||||
})),
|
||||
}));
|
||||
const scopeTopics = resolvedTopics.filter((item) =>
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.scope)
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.scope),
|
||||
);
|
||||
const exclusionTopics = resolvedTopics.filter((item) =>
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.exclusion)
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.exclusion),
|
||||
);
|
||||
const paymentTopics = resolvedTopics.filter((item) =>
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.payment)
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.payment),
|
||||
);
|
||||
const warrantyTopics = resolvedTopics.filter((item) =>
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.warranty)
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.warranty),
|
||||
);
|
||||
const deliveryTopics = resolvedTopics.filter((item) =>
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.delivery)
|
||||
matchesTopicAlias(item.topicCode, topicTypeMapping.delivery),
|
||||
);
|
||||
const otherTopics = resolvedTopics.filter((item) => {
|
||||
return ![
|
||||
@@ -386,7 +460,7 @@ export async function buildQuotationDocumentData(
|
||||
topicTypeMapping.exclusion,
|
||||
topicTypeMapping.payment,
|
||||
topicTypeMapping.warranty,
|
||||
topicTypeMapping.delivery
|
||||
topicTypeMapping.delivery,
|
||||
].some((expectedCode) => matchesTopicAlias(item.topicCode, expectedCode));
|
||||
});
|
||||
const exclusionTopic = exclusionTopics[0];
|
||||
@@ -395,21 +469,23 @@ export async function buildQuotationDocumentData(
|
||||
const deliveryTopic = deliveryTopics[0];
|
||||
const approvalApprovers: QuotationDocumentApprovalStep[] =
|
||||
approvalDetail?.timeline
|
||||
.filter((item) => ['approve', 'reject', 'return'].includes(item.action))
|
||||
.filter((item) => ["approve", "reject", "return"].includes(item.action))
|
||||
.map((item) => {
|
||||
const step = approvalDetail.steps.find(
|
||||
(candidate) => candidate.stepNumber === item.stepNumber
|
||||
(candidate) => candidate.stepNumber === item.stepNumber,
|
||||
);
|
||||
return {
|
||||
stepNumber: item.stepNumber,
|
||||
roleCode: step?.roleCode ?? '',
|
||||
roleCode: step?.roleCode ?? "",
|
||||
roleName: step?.roleName ?? `Step ${item.stepNumber}`,
|
||||
action: item.action,
|
||||
actorName: item.actorName,
|
||||
actedAt: item.actedAt,
|
||||
remark: item.remark
|
||||
remark: item.remark,
|
||||
};
|
||||
}) ?? [];
|
||||
const currencyCode =
|
||||
findOptionCode(currencyOptions, quotationDetail.currency) ?? "THB";
|
||||
|
||||
return {
|
||||
company: {
|
||||
@@ -417,14 +493,14 @@ export async function buildQuotationDocumentData(
|
||||
name: company.name,
|
||||
slug: company.slug,
|
||||
imageUrl: company.imageUrl,
|
||||
plan: company.plan
|
||||
plan: company.plan,
|
||||
},
|
||||
branch: branch
|
||||
? {
|
||||
id: branch.id,
|
||||
code: branch.code,
|
||||
label: branch.label,
|
||||
value: branch.value
|
||||
value: branch.value,
|
||||
}
|
||||
: null,
|
||||
customer: {
|
||||
@@ -434,7 +510,7 @@ export async function buildQuotationDocumentData(
|
||||
address: customer.address,
|
||||
phone: customer.phone,
|
||||
email: customer.email,
|
||||
taxId: customer.taxId
|
||||
taxId: customer.taxId,
|
||||
},
|
||||
contact: contact
|
||||
? {
|
||||
@@ -442,7 +518,7 @@ export async function buildQuotationDocumentData(
|
||||
name: contact.name,
|
||||
email: contact.email,
|
||||
mobile: contact.mobile,
|
||||
position: contact.position
|
||||
position: contact.position,
|
||||
}
|
||||
: null,
|
||||
quotation: {
|
||||
@@ -458,20 +534,32 @@ export async function buildQuotationDocumentData(
|
||||
revisionLabel: toRevisionLabel(quotationDetail.revision),
|
||||
statusCode,
|
||||
statusLabel,
|
||||
quotationTypeCode: findOptionCode(quotationTypeOptions, quotationDetail.quotationType),
|
||||
quotationTypeLabel: findOptionLabel(quotationTypeOptions, quotationDetail.quotationType),
|
||||
currency: findOptionCode(currencyOptions, quotationDetail.currency),
|
||||
currencyCode: findOptionCode(currencyOptions, quotationDetail.currency),
|
||||
quotationTypeCode: findOptionCode(
|
||||
quotationTypeOptions,
|
||||
quotationDetail.quotationType,
|
||||
),
|
||||
quotationTypeLabel: findOptionLabel(
|
||||
quotationTypeOptions,
|
||||
quotationDetail.quotationType,
|
||||
),
|
||||
currency: currencyCode,
|
||||
currencyCode,
|
||||
currencyLabel: findOptionLabel(currencyOptions, quotationDetail.currency),
|
||||
exchangeRate: quotationDetail.exchangeRate,
|
||||
subtotal: quotationDetail.subtotal,
|
||||
discount: quotationDetail.discount,
|
||||
discountTypeCode: findOptionCode(discountTypeOptions, quotationDetail.discountType),
|
||||
discountTypeLabel: findOptionLabel(discountTypeOptions, quotationDetail.discountType),
|
||||
discountTypeCode: findOptionCode(
|
||||
discountTypeOptions,
|
||||
quotationDetail.discountType,
|
||||
),
|
||||
discountTypeLabel: findOptionLabel(
|
||||
discountTypeOptions,
|
||||
quotationDetail.discountType,
|
||||
),
|
||||
taxRate: quotationDetail.taxRate,
|
||||
taxAmount: quotationDetail.taxAmount,
|
||||
totalAmount: quotationDetail.totalAmount,
|
||||
notes: quotationDetail.notes
|
||||
notes: quotationDetail.notes,
|
||||
},
|
||||
items: items.map((item) => ({
|
||||
id: item.id,
|
||||
@@ -487,101 +575,128 @@ export async function buildQuotationDocumentData(
|
||||
discountTypeCode: findOptionCode(discountTypeOptions, item.discountType),
|
||||
taxRate: item.taxRate,
|
||||
totalPrice: item.totalPrice,
|
||||
notes: item.notes
|
||||
notes: item.notes,
|
||||
})),
|
||||
quotationCustomers: quotationCustomers.map((item) => ({
|
||||
id: item.id,
|
||||
customerId: item.customerId,
|
||||
customerName: relatedCustomerMap.get(item.customerId)?.name ?? item.customerName,
|
||||
customerCode: relatedCustomerMap.get(item.customerId)?.code ?? item.customerCode,
|
||||
customerName:
|
||||
relatedCustomerMap.get(item.customerId)?.name ?? item.customerName,
|
||||
customerCode:
|
||||
relatedCustomerMap.get(item.customerId)?.code ?? item.customerCode,
|
||||
roleCode: item.roleCode,
|
||||
roleLabel: item.roleLabel ?? findOptionLabel(customerRoleOptions, item.role),
|
||||
isPrimary: item.isPrimary
|
||||
roleLabel:
|
||||
item.roleLabel ?? findOptionLabel(customerRoleOptions, item.role),
|
||||
isPrimary: item.isPrimary,
|
||||
})),
|
||||
topics: {
|
||||
scope: scopeTopics.map((item) => ({
|
||||
title: item.title,
|
||||
items: item.items.map((child) => child.content ?? '-')
|
||||
items: item.items.map((child) => child.content ?? "-"),
|
||||
})),
|
||||
exclusion: exclusionTopics.map((item) => ({
|
||||
title: item.title,
|
||||
items: item.items.map((child) => child.content ?? '-')
|
||||
items: item.items.map((child) => child.content ?? "-"),
|
||||
})),
|
||||
payment: paymentTopics.map((item) => ({
|
||||
title: item.title,
|
||||
items: item.items.map((child) => child.content ?? '-')
|
||||
items: item.items.map((child) => child.content ?? "-"),
|
||||
})),
|
||||
warranty: warrantyTopics.map((item) => ({
|
||||
title: item.title,
|
||||
items: item.items.map((child) => child.content ?? '-')
|
||||
items: item.items.map((child) => child.content ?? "-"),
|
||||
})),
|
||||
delivery: deliveryTopics.map((item) => ({
|
||||
title: item.title,
|
||||
items: item.items.map((child) => child.content ?? '-')
|
||||
items: item.items.map((child) => child.content ?? "-"),
|
||||
})),
|
||||
other: otherTopics.map((item) => ({
|
||||
id: item.id,
|
||||
title: item.title,
|
||||
sortOrder: item.sortOrder,
|
||||
items: item.items.map((child) => child.content ?? '-')
|
||||
items: item.items.map((child) => child.content ?? "-"),
|
||||
})),
|
||||
all: pdfTopics
|
||||
all: pdfTopics,
|
||||
},
|
||||
pdfme: {
|
||||
quotation_date: formatPdfDate(quotationDetail.quotationDate, 'en'),
|
||||
labels: PDFME_DEFAULT_LABELS,
|
||||
quotation_date: formatPdfDate(quotationDetail.quotationDate, "en"),
|
||||
quotation_price: formatPdfCurrency(
|
||||
quotationDetail.totalAmount,
|
||||
findOptionCode(currencyOptions, quotationDetail.currency) ?? 'THB'
|
||||
quotationDetail.subtotal,
|
||||
currencyCode,
|
||||
),
|
||||
quotation_price_data: buildPdfPriceTableData(
|
||||
quotationDetail.subtotal,
|
||||
currencyCode,
|
||||
),
|
||||
exclusion_data: formatTopicItems(exclusionTopic),
|
||||
payment_data: formatTopicItems(paymentTopic),
|
||||
warranty_data: formatTopicItems(warrantyTopic),
|
||||
delivery_data: formatTopicItems(deliveryTopic),
|
||||
topics_data: formatTopicItems(scopeTopics[0] ?? exclusionTopic ?? paymentTopic),
|
||||
topic_inputs: {}
|
||||
topics_data: formatTopicItems(
|
||||
scopeTopics[0] ?? exclusionTopic ?? paymentTopic,
|
||||
),
|
||||
topic_inputs: {},
|
||||
},
|
||||
approval: {
|
||||
requestId: approvalDetail?.request.id ?? null,
|
||||
workflowName: approvalDetail?.workflow.name ?? null,
|
||||
status: approvalDetail?.request.status ?? null,
|
||||
approvedAt:
|
||||
approvalDetail?.request.status === 'approved' ? approvalDetail.request.completedAt : null,
|
||||
approvalDetail?.request.status === "approved"
|
||||
? approvalDetail.request.completedAt
|
||||
: null,
|
||||
currentStep: approvalDetail?.request.currentStep ?? null,
|
||||
currentStepRoleName: approvalDetail?.currentStep?.roleName ?? null,
|
||||
approvers: approvalApprovers
|
||||
approvers: approvalApprovers,
|
||||
},
|
||||
signatures,
|
||||
watermarkStatus: statusCode && statusCode !== 'approved' ? (statusLabel ?? statusCode) : null
|
||||
watermarkStatus:
|
||||
statusCode && statusCode !== "approved"
|
||||
? (statusLabel ?? statusCode)
|
||||
: null,
|
||||
};
|
||||
}
|
||||
|
||||
export async function getQuotationDocumentPreviewData(quotationId: string, organizationId: string) {
|
||||
const documentData = await buildQuotationDocumentData(quotationId, organizationId);
|
||||
export async function getQuotationDocumentPreviewData(
|
||||
quotationId: string,
|
||||
organizationId: string,
|
||||
) {
|
||||
const documentData = await buildQuotationDocumentData(
|
||||
quotationId,
|
||||
organizationId,
|
||||
);
|
||||
const template = await resolveTemplateForDocument(organizationId, {
|
||||
documentType: 'quotation',
|
||||
productType: 'default',
|
||||
fileType: 'pdfme'
|
||||
documentType: "quotation",
|
||||
productType: "default",
|
||||
fileType: "pdfme",
|
||||
});
|
||||
const mappings = await resolveTemplateMappings(template.version.id, organizationId);
|
||||
const mappings = await resolveTemplateMappings(
|
||||
template.version.id,
|
||||
organizationId,
|
||||
);
|
||||
|
||||
if (!mappings.length) {
|
||||
throw new AuthError(
|
||||
'Document template mappings are not configured for this template version',
|
||||
409
|
||||
"Document template mappings are not configured for this template version",
|
||||
409,
|
||||
);
|
||||
}
|
||||
|
||||
const templateInput = normalizePdfmeTemplateInput(
|
||||
template.version.schemaJson,
|
||||
mapDocumentDataToTemplateInput(documentData as unknown as Record<string, unknown>, mappings)
|
||||
mapDocumentDataToTemplateInput(
|
||||
documentData as unknown as Record<string, unknown>,
|
||||
mappings,
|
||||
),
|
||||
);
|
||||
const { template: renderTemplate, topicInputs } = buildPdfTopicTemplate(
|
||||
template.version.schemaJson as Template,
|
||||
documentData.topics.all
|
||||
documentData.topics.all,
|
||||
);
|
||||
const mergedTemplateInput = {
|
||||
...templateInput,
|
||||
...topicInputs
|
||||
...topicInputs,
|
||||
};
|
||||
|
||||
documentData.pdfme.topic_inputs = topicInputs;
|
||||
@@ -592,20 +707,23 @@ export async function getQuotationDocumentPreviewData(quotationId: string, organ
|
||||
...template,
|
||||
version: {
|
||||
...template.version,
|
||||
schemaJson: renderTemplate
|
||||
}
|
||||
schemaJson: renderTemplate,
|
||||
},
|
||||
},
|
||||
mappings,
|
||||
templateInput: mergedTemplateInput
|
||||
templateInput: mergedTemplateInput,
|
||||
};
|
||||
}
|
||||
|
||||
export async function prepareApprovedQuotationSnapshot(
|
||||
quotationId: string,
|
||||
organizationId: string,
|
||||
userId: string
|
||||
userId: string,
|
||||
): Promise<ApprovedQuotationSnapshot> {
|
||||
const preview = await getQuotationDocumentPreviewData(quotationId, organizationId);
|
||||
const preview = await getQuotationDocumentPreviewData(
|
||||
quotationId,
|
||||
organizationId,
|
||||
);
|
||||
const generatedAt = new Date().toISOString();
|
||||
|
||||
return {
|
||||
@@ -615,6 +733,6 @@ export async function prepareApprovedQuotationSnapshot(
|
||||
templateVersionId: preview.template.version.id,
|
||||
templateInput: preview.templateInput,
|
||||
generatedAt,
|
||||
generatedBy: userId
|
||||
generatedBy: userId,
|
||||
};
|
||||
}
|
||||
|
||||
@@ -115,8 +115,16 @@ export interface QuotationDocumentData {
|
||||
all: PdfTopic[];
|
||||
};
|
||||
pdfme: {
|
||||
labels: {
|
||||
tel: string;
|
||||
email: string;
|
||||
att: string;
|
||||
project: string;
|
||||
location: string;
|
||||
};
|
||||
quotation_date: string;
|
||||
quotation_price: string;
|
||||
quotation_price_data: string[][];
|
||||
exclusion_data: string[][];
|
||||
payment_data?: string[][];
|
||||
warranty_data?: string[][];
|
||||
|
||||
@@ -704,6 +704,44 @@ function applyFormatMask(value: unknown, formatMask?: string | null) {
|
||||
return value;
|
||||
}
|
||||
|
||||
function parseTableDefaultValue(defaultValue?: string | null) {
|
||||
if (!defaultValue) {
|
||||
return null;
|
||||
}
|
||||
|
||||
try {
|
||||
const parsed = JSON.parse(defaultValue) as unknown;
|
||||
|
||||
return Array.isArray(parsed) ? parsed : null;
|
||||
} catch {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
function isBlankString(value: unknown) {
|
||||
return typeof value === 'string' && value.trim().length === 0;
|
||||
}
|
||||
|
||||
function resolveScalarMappingValue(
|
||||
rawValue: unknown,
|
||||
formattedValue: unknown,
|
||||
defaultValue?: string | null
|
||||
) {
|
||||
if (formattedValue !== undefined && formattedValue !== null && !isBlankString(formattedValue)) {
|
||||
return formattedValue;
|
||||
}
|
||||
|
||||
if (rawValue !== undefined && rawValue !== null && !isBlankString(rawValue)) {
|
||||
return rawValue;
|
||||
}
|
||||
|
||||
if (defaultValue !== undefined && defaultValue !== null && defaultValue.trim().length > 0) {
|
||||
return defaultValue;
|
||||
}
|
||||
|
||||
return '-';
|
||||
}
|
||||
|
||||
export function mapDocumentDataToTemplateInput(
|
||||
documentData: Record<string, unknown>,
|
||||
mappings: DocumentTemplateMappingWithColumns[]
|
||||
@@ -715,9 +753,10 @@ export function mapDocumentDataToTemplateInput(
|
||||
|
||||
if (mapping.dataType === 'table') {
|
||||
const rows = Array.isArray(rawValue) ? rawValue : [];
|
||||
const defaultRows = parseTableDefaultValue(mapping.defaultValue);
|
||||
|
||||
if (rows.length === 0) {
|
||||
result[mapping.placeholderKey] = normalizePdfmeTable([]);
|
||||
result[mapping.placeholderKey] = normalizePdfmeTable(defaultRows ?? []);
|
||||
continue;
|
||||
}
|
||||
|
||||
@@ -760,17 +799,23 @@ export function mapDocumentDataToTemplateInput(
|
||||
})
|
||||
.filter(Boolean)
|
||||
.join('\n\n');
|
||||
result[mapping.placeholderKey] = normalized || mapping.defaultValue || '';
|
||||
result[mapping.placeholderKey] = normalized || mapping.defaultValue || '-';
|
||||
continue;
|
||||
}
|
||||
|
||||
result[mapping.placeholderKey] =
|
||||
typeof rawValue === 'string' ? rawValue : mapping.defaultValue || '';
|
||||
typeof rawValue === 'string' && rawValue.trim().length > 0
|
||||
? rawValue
|
||||
: mapping.defaultValue || '-';
|
||||
continue;
|
||||
}
|
||||
|
||||
result[mapping.placeholderKey] =
|
||||
applyFormatMask(rawValue, mapping.formatMask) ?? mapping.defaultValue ?? '-';
|
||||
const formattedValue = applyFormatMask(rawValue, mapping.formatMask);
|
||||
result[mapping.placeholderKey] = resolveScalarMappingValue(
|
||||
rawValue,
|
||||
formattedValue,
|
||||
mapping.defaultValue
|
||||
);
|
||||
}
|
||||
|
||||
return result;
|
||||
|
||||
@@ -341,152 +341,6 @@
|
||||
"required": false,
|
||||
"readOnly": true
|
||||
},
|
||||
{
|
||||
"name": "exclusion_label",
|
||||
"type": "table",
|
||||
"position": {
|
||||
"x": 10,
|
||||
"y": 195
|
||||
},
|
||||
"width": 190,
|
||||
"height": 5.6448,
|
||||
"content": "[[\"Exclusion from scope of Supply:\"]]",
|
||||
"showHead": false,
|
||||
"repeatHead": false,
|
||||
"head": [
|
||||
"Name"
|
||||
],
|
||||
"headWidthPercentages": [
|
||||
100
|
||||
],
|
||||
"tableStyles": {
|
||||
"borderWidth": 0,
|
||||
"borderColor": "#000000"
|
||||
},
|
||||
"headStyles": {
|
||||
"fontName": "cordia",
|
||||
"fontSize": 13,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#ffffff",
|
||||
"borderColor": "",
|
||||
"backgroundColor": "#2980ba",
|
||||
"borderWidth": {
|
||||
"top": 0,
|
||||
"right": 0,
|
||||
"bottom": 0,
|
||||
"left": 0
|
||||
},
|
||||
"padding": {
|
||||
"top": 5,
|
||||
"right": 5,
|
||||
"bottom": 5,
|
||||
"left": 5
|
||||
}
|
||||
},
|
||||
"bodyStyles": {
|
||||
"fontName": "cordiaBold",
|
||||
"fontSize": 16,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#000000",
|
||||
"borderColor": "#ffffff",
|
||||
"backgroundColor": "#ffffff",
|
||||
"alternateBackgroundColor": "#ffffff",
|
||||
"borderWidth": {
|
||||
"top": 0.1,
|
||||
"right": 0.1,
|
||||
"bottom": 0.1,
|
||||
"left": 0.1
|
||||
},
|
||||
"padding": {
|
||||
"top": 0,
|
||||
"right": 0,
|
||||
"bottom": 0,
|
||||
"left": 0
|
||||
}
|
||||
},
|
||||
"columnStyles": {},
|
||||
"required": false,
|
||||
"readOnly": false
|
||||
},
|
||||
{
|
||||
"name": "exclusion_data",
|
||||
"type": "table",
|
||||
"position": {
|
||||
"x": 15,
|
||||
"y": 205
|
||||
},
|
||||
"width": 185,
|
||||
"height": 7.6448,
|
||||
"content": "[[\"{exclusion_data}\"]]",
|
||||
"showHead": false,
|
||||
"repeatHead": false,
|
||||
"head": [
|
||||
"Name"
|
||||
],
|
||||
"headWidthPercentages": [
|
||||
100
|
||||
],
|
||||
"tableStyles": {
|
||||
"borderWidth": 0,
|
||||
"borderColor": "#000000"
|
||||
},
|
||||
"headStyles": {
|
||||
"fontName": "cordia",
|
||||
"fontSize": 13,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#ffffff",
|
||||
"borderColor": "",
|
||||
"backgroundColor": "#2980ba",
|
||||
"borderWidth": {
|
||||
"top": 0,
|
||||
"right": 0,
|
||||
"bottom": 0,
|
||||
"left": 0
|
||||
},
|
||||
"padding": {
|
||||
"top": 5,
|
||||
"right": 5,
|
||||
"bottom": 5,
|
||||
"left": 5
|
||||
}
|
||||
},
|
||||
"bodyStyles": {
|
||||
"fontName": "cordia",
|
||||
"fontSize": 16,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#000000",
|
||||
"borderColor": "#ffffff",
|
||||
"backgroundColor": "",
|
||||
"alternateBackgroundColor": "#ffffff",
|
||||
"borderWidth": {
|
||||
"top": 0.1,
|
||||
"right": 0.1,
|
||||
"bottom": 0.1,
|
||||
"left": 0.1
|
||||
},
|
||||
"padding": {
|
||||
"top": 1,
|
||||
"right": 0,
|
||||
"bottom": 1,
|
||||
"left": 0
|
||||
}
|
||||
},
|
||||
"columnStyles": {},
|
||||
"required": false,
|
||||
"readOnly": false
|
||||
},
|
||||
{
|
||||
"name": "quotation_price_data",
|
||||
"type": "table",
|
||||
@@ -499,17 +353,9 @@
|
||||
"content": "[[\"Price (Exclude VAT)\",\"{quotation_price}\",\" \",\"{currency}\"]]",
|
||||
"showHead": false,
|
||||
"repeatHead": false,
|
||||
"head": [
|
||||
"Name",
|
||||
"City",
|
||||
"Head 3",
|
||||
"Head 4"
|
||||
],
|
||||
"head": ["Name", "City", "Head 3", "Head 4"],
|
||||
"headWidthPercentages": [
|
||||
28.125,
|
||||
58.34767550533545,
|
||||
2.4513428524798244,
|
||||
11.075981642184729
|
||||
28.125, 58.34767550533545, 2.4513428524798244, 11.075981642184729
|
||||
],
|
||||
"tableStyles": {
|
||||
"borderWidth": 0,
|
||||
@@ -951,7 +797,7 @@
|
||||
{
|
||||
"name": "colon_site",
|
||||
"type": "text",
|
||||
"content": ":",
|
||||
"content": "",
|
||||
"position": {
|
||||
"x": 25,
|
||||
"y": 140.03
|
||||
@@ -1124,12 +970,8 @@
|
||||
"content": "[[\"Topic:\"]]",
|
||||
"showHead": false,
|
||||
"repeatHead": false,
|
||||
"head": [
|
||||
"Terms of payment upon progress of each item:"
|
||||
],
|
||||
"headWidthPercentages": [
|
||||
100
|
||||
],
|
||||
"head": ["Terms of payment upon progress of each item:"],
|
||||
"headWidthPercentages": [100],
|
||||
"tableStyles": {
|
||||
"borderWidth": 0,
|
||||
"borderColor": "#000000"
|
||||
@@ -1197,12 +1039,8 @@
|
||||
"content": "[[\"{item_topic}\"]]",
|
||||
"showHead": false,
|
||||
"repeatHead": false,
|
||||
"head": [
|
||||
"Head 2"
|
||||
],
|
||||
"headWidthPercentages": [
|
||||
100
|
||||
],
|
||||
"head": ["Head 2"],
|
||||
"headWidthPercentages": [100],
|
||||
"tableStyles": {
|
||||
"borderWidth": 0,
|
||||
"borderColor": "#000000"
|
||||
@@ -1479,12 +1317,7 @@
|
||||
"basePdf": {
|
||||
"width": 210,
|
||||
"height": 297,
|
||||
"padding": [
|
||||
31,
|
||||
10,
|
||||
25,
|
||||
10
|
||||
],
|
||||
"padding": [31, 10, 25, 10],
|
||||
"staticSchema": [
|
||||
{
|
||||
"name": "field1",
|
||||
|
||||
@@ -314,144 +314,6 @@
|
||||
"required": false,
|
||||
"readOnly": true
|
||||
},
|
||||
{
|
||||
"name": "exclusion_label",
|
||||
"type": "table",
|
||||
"position": {
|
||||
"x": 10,
|
||||
"y": 195
|
||||
},
|
||||
"width": 190,
|
||||
"height": 5.6448,
|
||||
"content": "[[\"Exclusion from scope of Supply:\"]]",
|
||||
"showHead": false,
|
||||
"repeatHead": false,
|
||||
"head": ["Name"],
|
||||
"headWidthPercentages": [100],
|
||||
"tableStyles": {
|
||||
"borderWidth": 0,
|
||||
"borderColor": "#000000"
|
||||
},
|
||||
"headStyles": {
|
||||
"fontName": "cordia",
|
||||
"fontSize": 13,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#ffffff",
|
||||
"borderColor": "",
|
||||
"backgroundColor": "#2980ba",
|
||||
"borderWidth": {
|
||||
"top": 0,
|
||||
"right": 0,
|
||||
"bottom": 0,
|
||||
"left": 0
|
||||
},
|
||||
"padding": {
|
||||
"top": 5,
|
||||
"right": 5,
|
||||
"bottom": 5,
|
||||
"left": 5
|
||||
}
|
||||
},
|
||||
"bodyStyles": {
|
||||
"fontName": "cordiaBold",
|
||||
"fontSize": 16,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#000000",
|
||||
"borderColor": "#ffffff",
|
||||
"backgroundColor": "#ffffff",
|
||||
"alternateBackgroundColor": "#ffffff",
|
||||
"borderWidth": {
|
||||
"top": 0.1,
|
||||
"right": 0.1,
|
||||
"bottom": 0.1,
|
||||
"left": 0.1
|
||||
},
|
||||
"padding": {
|
||||
"top": 0,
|
||||
"right": 0,
|
||||
"bottom": 0,
|
||||
"left": 0
|
||||
}
|
||||
},
|
||||
"columnStyles": {},
|
||||
"required": false,
|
||||
"readOnly": false
|
||||
},
|
||||
{
|
||||
"name": "exclusion_data",
|
||||
"type": "table",
|
||||
"position": {
|
||||
"x": 15,
|
||||
"y": 205
|
||||
},
|
||||
"width": 185,
|
||||
"height": 7.6448,
|
||||
"content": "[[\"{exclusion_data}\"]]",
|
||||
"showHead": false,
|
||||
"repeatHead": false,
|
||||
"head": ["Name"],
|
||||
"headWidthPercentages": [100],
|
||||
"tableStyles": {
|
||||
"borderWidth": 0,
|
||||
"borderColor": "#000000"
|
||||
},
|
||||
"headStyles": {
|
||||
"fontName": "cordia",
|
||||
"fontSize": 13,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#ffffff",
|
||||
"borderColor": "",
|
||||
"backgroundColor": "#2980ba",
|
||||
"borderWidth": {
|
||||
"top": 0,
|
||||
"right": 0,
|
||||
"bottom": 0,
|
||||
"left": 0
|
||||
},
|
||||
"padding": {
|
||||
"top": 5,
|
||||
"right": 5,
|
||||
"bottom": 5,
|
||||
"left": 5
|
||||
}
|
||||
},
|
||||
"bodyStyles": {
|
||||
"fontName": "cordia",
|
||||
"fontSize": 16,
|
||||
"characterSpacing": 0,
|
||||
"alignment": "left",
|
||||
"verticalAlignment": "middle",
|
||||
"lineHeight": 1,
|
||||
"fontColor": "#000000",
|
||||
"borderColor": "#ffffff",
|
||||
"backgroundColor": "",
|
||||
"alternateBackgroundColor": "#ffffff",
|
||||
"borderWidth": {
|
||||
"top": 0.1,
|
||||
"right": 0.1,
|
||||
"bottom": 0.1,
|
||||
"left": 0.1
|
||||
},
|
||||
"padding": {
|
||||
"top": 1,
|
||||
"right": 0,
|
||||
"bottom": 1,
|
||||
"left": 0
|
||||
}
|
||||
},
|
||||
"columnStyles": {},
|
||||
"required": false,
|
||||
"readOnly": false
|
||||
},
|
||||
{
|
||||
"name": "quotation_price_data",
|
||||
"type": "table",
|
||||
@@ -908,7 +770,7 @@
|
||||
{
|
||||
"name": "colon_site",
|
||||
"type": "text",
|
||||
"content": ": ",
|
||||
"content": ":",
|
||||
"position": {
|
||||
"x": 25,
|
||||
"y": 140
|
||||
|
||||
Reference in New Issue
Block a user