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This commit is contained in:
phaichayon
2026-07-01 00:09:05 +07:00
parent 8feaee61cb
commit 53dfd20913
44 changed files with 2829 additions and 25931 deletions
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2
.gitignore vendored
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@@ -137,4 +137,4 @@ dist
.yarn/install-state.gz
.pnp.*
.storage
storage/organizations/

12
artifacts/pdf-audit/payload-parity-report.json
View File

@@ -1,13 +1,13 @@
{
"audit": "payload-parity",
"overallStatus": "PASS",
"quotationCode": "CRA2606-1121",
"previewHash": "f50ad995d51a33c5ae169f788591f9efe6e70b7a4f96d6861b549b0c6f71cd2e",
"generationHash": "f50ad995d51a33c5ae169f788591f9efe6e70b7a4f96d6861b549b0c6f71cd2e",
"snapshotHash": "f50ad995d51a33c5ae169f788591f9efe6e70b7a4f96d6861b549b0c6f71cd2e",
"quotationCode": "CRA2606-1108",
"previewHash": "8f93479501b66dfd397c742447b010eaf427697429bfcfd523cd127d06106f26",
"generationHash": "8f93479501b66dfd397c742447b010eaf427697429bfcfd523cd127d06106f26",
"snapshotHash": "8f93479501b66dfd397c742447b010eaf427697429bfcfd523cd127d06106f26",
"mismatches": [],
"comparableFieldCount": 25,
"topicInputKeyCount": 0,
"comparableFieldCount": 31,
"topicInputKeyCount": 6,
"signatureParity": true,
"priceTableParity": true,
"priceTableRowCount": 1,

2
artifacts/pdf-audit/placeholder-integrity-report.json
View File

@@ -3,7 +3,7 @@
"overallStatus": "PASS",
"results": [
{
"templateName": "ALLA Demo Organization Quotation Standard",
"templateName": "ALLA Demo Quotation Standard",
"organizationId": "daf796fc-4588-5240-a27e-9bfef0739658",
"version": "1.0",
"duplicateFieldNames": [],

734
artifacts/pdf-audit/runtime-payload-report.json
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File diff suppressed because it is too large Load Diff

10
artifacts/pdf-audit/signature-audit-report.json
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@@ -1,13 +1,13 @@
{
"audit": "approved-snapshot-parity",
"overallStatus": "PASS",
"quotationCode": "CRA2606-1121",
"quotationCode": "CRA2606-1108",
"approvedSnapshotAvailable": true,
"approvedTemplateVersionId": "adf930b4-3d63-4ee1-bec9-3e82854ca406",
"computedTemplateVersionId": "adf930b4-3d63-4ee1-bec9-3e82854ca406",
"approvedTemplateVersionId": "e7e89bf2-f107-4f90-b03d-4a7533883d84",
"computedTemplateVersionId": "e7e89bf2-f107-4f90-b03d-4a7533883d84",
"inconsistentTemplateKeys": [],
"computedSignatureHash": "ef7a8fc3429f1c5b5a74ac0452d3de809558842f5431d0d5b02122980a286117",
"storedSignatureHash": "ef7a8fc3429f1c5b5a74ac0452d3de809558842f5431d0d5b02122980a286117",
"computedSignatureHash": "922ab2a823f98b032b17da281c86c3a2780d27cca73a60a7b983d14ad039b229",
"storedSignatureHash": "922ab2a823f98b032b17da281c86c3a2780d27cca73a60a7b983d14ad039b229",
"approvedArtifactReference": null,
"refreshedFixtureSnapshot": true,
"usedAuditFixture": false

10
artifacts/pdf-audit/summary.json
View File

@@ -1,7 +1,7 @@
{
"generatedAt": "2026-06-30T13:14:19.935Z",
"overallStatus": "FAIL",
"quotationCode": "CRA2606-1121",
"generatedAt": "2026-06-30T16:18:58.393Z",
"overallStatus": "PASS",
"quotationCode": "CRA2606-1108",
"artifacts": {
"templateVersionReport": "template-version-report.json",
"placeholderIntegrityReport": "placeholder-integrity-report.json",
@@ -11,11 +11,11 @@
"signatureAuditReport": "signature-audit-report.json"
},
"statuses": {
"templateVersion": "FAIL",
"templateVersion": "PASS",
"placeholderIntegrity": "PASS",
"runtimePayload": "PASS",
"payloadParity": "PASS",
"topicRuntime": "FAIL",
"topicRuntime": "PASS",
"approvedSnapshotParity": "PASS",
"staticLabels": "PASS"
},

10
artifacts/pdf-audit/summary.md
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@@ -1,16 +1,16 @@
# PDF Integrity Summary
- Generated At: 2026-06-30T13:14:19.935Z
- Overall Status: FAIL
- Quotation Code: CRA2606-1121
- Generated At: 2026-06-30T16:18:58.393Z
- Overall Status: PASS
- Quotation Code: CRA2606-1108
## Statuses
- Template Version Integrity: FAIL
- Template Version Integrity: PASS
- Placeholder Integrity: PASS
- Runtime Payload: PASS
- Payload Parity: PASS
- Topic Runtime: FAIL
- Topic Runtime: PASS
- Approved Snapshot Parity: PASS
- Static Labels: PASS
- Price Table Present: Yes

18
artifacts/pdf-audit/template-version-report.json
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@@ -1,21 +1,9 @@
{
"audit": "template-version-integrity",
"overallStatus": "FAIL",
"overallStatus": "PASS",
"activeTemplateCount": 1,
"quotationCode": "CRA2606-1121",
"quotationCode": "CRA2606-1108",
"approvedTemplateVersionId": null,
"approvedTemplateVersionIsActive": false,
"issues": [
{
"kind": "ACTIVE_VERSION_SCHEMA_DRIFT",
"message": "Active template version does not match source JSON for ALLA Demo Organization Quotation Standard.",
"context": {
"templateId": "83928eee-0b3b-4dcb-9756-726dc2337e6c",
"organizationName": "ALLA Demo Organization",
"activeVersionId": "adf930b4-3d63-4ee1-bec9-3e82854ca406",
"activeVersion": "1.0",
"sourceFile": "src/pdfme_template/ALLA_template_pdfme_fainal3.json"
}
}
]
"issues": []
}

18
artifacts/pdf-audit/topic-runtime-report.json
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@@ -1,10 +1,18 @@
{
"audit": "topic-runtime",
"overallStatus": "FAIL",
"quotationCode": "CRA2606-1121",
"topicCount": 0,
"topicInputKeys": [],
"itemTopicInputKeys": [],
"overallStatus": "PASS",
"quotationCode": "CRA2606-1108",
"topicCount": 3,
"topicInputKeys": [
"topic_1_0",
"topic_1_1",
"topic_1_2"
],
"itemTopicInputKeys": [
"item_topic_1_0",
"item_topic_1_1",
"item_topic_1_2"
],
"duplicateKeys": [],
"emptySections": []
}

22
docs/implementation/pdf-audit-report.json
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@@ -1,12 +1,12 @@
{
"generatedAt": "2026-06-30T13:14:09.584Z",
"generatedAt": "2026-06-30T16:18:57.428Z",
"overallStatus": "PASS",
"quotationCode": "CRA2606-1121",
"quotationCode": "CRA2606-1108",
"expectedFixtureCode": "QT-H5-AUDIT",
"template": {
"templateName": "ALLA Demo Organization Quotation Standard",
"templateName": "ALLA Demo Quotation Standard",
"version": "1.0",
"versionId": "adf930b4-3d63-4ee1-bec9-3e82854ca406",
"versionId": "e7e89bf2-f107-4f90-b03d-4a7533883d84",
"fieldCount": 44,
"previousVersion": null,
"deletedFields": [],
@@ -238,11 +238,11 @@
]
},
"metrics": {
"topicCount": 0,
"itemCount": 0,
"partyCount": 2,
"dynamicTopicFieldCount": 0,
"dynamicTopicItemFieldCount": 0,
"topicCount": 3,
"itemCount": 4,
"partyCount": 1,
"dynamicTopicFieldCount": 3,
"dynamicTopicItemFieldCount": 3,
"mappingCount": 23
},
"mappingCoverage": {
@@ -256,8 +256,8 @@
"itemTableColumns": []
},
"runtimePayload": {
"templateInputKeys": 25,
"topicInputKeys": 0,
"templateInputKeys": 31,
"topicInputKeys": 6,
"priceTableRows": 1
},
"consistency": {

12
docs/implementation/pdf-audit-report.md
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@@ -1,16 +1,16 @@
# PDF Audit Report
- Generated At: 2026-06-30T13:14:09.584Z
- Generated At: 2026-06-30T16:18:57.428Z
- Overall Status: PASS
- Quotation Code: CRA2606-1121
- Template: ALLA Demo Organization Quotation Standard v1.0
- Quotation Code: CRA2606-1108
- Template: ALLA Demo Quotation Standard v1.0
- Previous Version: None
## Metrics
- Topic Count: 0
- Item Count: 0
- Project Party Count: 2
- Topic Count: 3
- Item Count: 4
- Project Party Count: 1
- Mapping Count: 23
## Mapping Coverage

227
drizzle/0000_hard_butterfly.sql → drizzle/0000_short_the_executioner.sql
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@@ -1,3 +1,106 @@
CREATE TABLE "app_notification_deliveries" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"notification_id" text NOT NULL,
"channel" text NOT NULL,
"recipient_address" text,
"status" text DEFAULT 'pending' NOT NULL,
"attempt_count" integer DEFAULT 0 NOT NULL,
"last_error" text,
"sent_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "app_notification_dispatches" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"event_id" text NOT NULL,
"template_id" text,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"channel" text NOT NULL,
"provider_key" text NOT NULL,
"status" text DEFAULT 'pending' NOT NULL,
"recipient_to" jsonb NOT NULL,
"recipient_cc" jsonb,
"recipient_bcc" jsonb,
"reply_to" text,
"subject" text NOT NULL,
"body_text" text NOT NULL,
"body_html" text,
"attachments" jsonb,
"recipient_user_id" text,
"recipient_address" text,
"requested_by" text NOT NULL,
"metadata" jsonb,
"last_error" text,
"retry_count" integer DEFAULT 0 NOT NULL,
"max_retry_count" integer DEFAULT 3 NOT NULL,
"last_attempt_at" timestamp with time zone,
"sent_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "app_notification_events" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"event_type" text NOT NULL,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"actor_user_id" text,
"payload" jsonb,
"dedupe_key" text,
"status" text DEFAULT 'pending' NOT NULL,
"last_error" text,
"published_at" timestamp with time zone DEFAULT now() NOT NULL,
"processed_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "app_notification_templates" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"event_type" text NOT NULL,
"code" text DEFAULT '' NOT NULL,
"name" text DEFAULT '' NOT NULL,
"channel" text NOT NULL,
"subject_template" text,
"title_template" text NOT NULL,
"body_template" text NOT NULL,
"body_format" text DEFAULT 'plain' NOT NULL,
"link_template" text,
"language" text DEFAULT 'th' NOT NULL,
"variables" jsonb,
"version" integer DEFAULT 1 NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"metadata" jsonb,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "app_notifications" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"recipient_user_id" text NOT NULL,
"event_id" text NOT NULL,
"title" text NOT NULL,
"body" text NOT NULL,
"link_url" text,
"severity" text DEFAULT 'info' NOT NULL,
"status" text DEFAULT 'unread' NOT NULL,
"read_at" timestamp with time zone,
"archived_at" timestamp with time zone,
"metadata" jsonb,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_approval_actions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
@@ -12,6 +115,60 @@ CREATE TABLE "crm_approval_actions" (
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_approval_escalation_policies" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"workflow_id" text NOT NULL,
"step_number" integer NOT NULL,
"trigger_after_hours" integer NOT NULL,
"target_type" text NOT NULL,
"target_value" text,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_approval_matrices" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"entity_type" text NOT NULL,
"workflow_id" text NOT NULL,
"branch_id" text,
"product_type" text,
"min_amount" double precision,
"max_amount" double precision,
"currency" text,
"priority" integer DEFAULT 100 NOT NULL,
"is_default" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"description" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_approval_reminder_policies" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"workflow_id" text NOT NULL,
"step_number" integer NOT NULL,
"sla_hours" integer DEFAULT 24 NOT NULL,
"reminder_offsets_hours" integer[] DEFAULT '{}' NOT NULL,
"calendar_mode" text DEFAULT 'calendar_days' NOT NULL,
"timeout_action" text DEFAULT 'none' NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_approval_requests" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
@@ -19,6 +176,7 @@ CREATE TABLE "crm_approval_requests" (
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"current_step" integer DEFAULT 1 NOT NULL,
"current_step_started_at" timestamp with time zone DEFAULT now() NOT NULL,
"status" text NOT NULL,
"requested_by" text NOT NULL,
"requested_at" timestamp with time zone DEFAULT now() NOT NULL,
@@ -35,7 +193,11 @@ CREATE TABLE "crm_approval_steps" (
"step_number" integer NOT NULL,
"role_code" text NOT NULL,
"role_name" text NOT NULL,
"approval_mode" text DEFAULT 'sequential' NOT NULL,
"is_required" boolean DEFAULT true NOT NULL,
"sla_hours" integer DEFAULT 24 NOT NULL,
"calendar_mode" text DEFAULT 'calendar_days' NOT NULL,
"timeout_action" text DEFAULT 'none' NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
@@ -47,7 +209,11 @@ CREATE TABLE "crm_approval_workflows" (
"code" text NOT NULL,
"name" text NOT NULL,
"entity_type" text NOT NULL,
"description" text,
"is_system" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_by" text NOT NULL,
"updated_by" text NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone
@@ -164,6 +330,49 @@ CREATE TABLE "crm_document_artifacts" (
"deleted_at" timestamp with time zone
);
--> statement-breakpoint
CREATE TABLE "crm_document_libraries" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"code" text NOT NULL,
"name" text NOT NULL,
"document_type" text NOT NULL,
"description" text,
"brand" text NOT NULL,
"language" text NOT NULL,
"product_type" text NOT NULL,
"status" text DEFAULT 'active' NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_document_library_versions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"library_id" text NOT NULL,
"version" text NOT NULL,
"file_name" text NOT NULL,
"storage_provider" text NOT NULL,
"storage_key" text NOT NULL,
"mime_type" text NOT NULL,
"file_size" integer NOT NULL,
"checksum" text NOT NULL,
"page_count" integer NOT NULL,
"status" text DEFAULT 'draft' NOT NULL,
"is_active" boolean DEFAULT false NOT NULL,
"published_at" timestamp with time zone,
"published_by" text,
"archived_at" timestamp with time zone,
"archived_by" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_document_template_mappings" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
@@ -201,6 +410,7 @@ CREATE TABLE "crm_document_template_versions" (
"version" text NOT NULL,
"file_path" text,
"schema_json" jsonb NOT NULL,
"metadata_json" jsonb,
"preview_image_url" text,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
@@ -270,6 +480,7 @@ CREATE TABLE "crm_opportunities" (
"project_location" text,
"product_type" text NOT NULL,
"status" text NOT NULL,
"outcome_status" text DEFAULT 'open' NOT NULL,
"priority" text NOT NULL,
"lead_channel" text,
"estimated_value" double precision,
@@ -281,6 +492,7 @@ CREATE TABLE "crm_opportunities" (
"is_hot_project" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"pipeline_stage" text DEFAULT 'lead' NOT NULL,
"closed_at" timestamp with time zone,
"closed_won_at" timestamp with time zone,
"closed_lost_at" timestamp with time zone,
"closed_by_user_id" text,
@@ -289,8 +501,11 @@ CREATE TABLE "crm_opportunities" (
"po_amount" double precision,
"po_currency" text,
"lost_reason" text,
"lost_detail" text,
"lost_competitor" text,
"lost_remark" text,
"cancel_reason" text,
"no_quotation_reason" text,
"assigned_to_user_id" text,
"assigned_at" timestamp with time zone,
"assigned_by" text,
@@ -549,11 +764,14 @@ CREATE TABLE "document_sequences" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"branch_id" text DEFAULT '' NOT NULL,
"product_type" text DEFAULT 'all' NOT NULL,
"document_type" text NOT NULL,
"prefix" text NOT NULL,
"period" text NOT NULL,
"current_number" integer DEFAULT 0 NOT NULL,
"padding_length" integer DEFAULT 3 NOT NULL,
"format" text DEFAULT '{prefix}{period}-{running}' NOT NULL,
"reset_policy" text DEFAULT 'period' NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
@@ -637,10 +855,17 @@ CREATE TABLE "users" (
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "app_notification_dispatches_org_event_channel_recipient_idx" ON "app_notification_dispatches" USING btree ("organization_id","event_id","channel","recipient_address");--> statement-breakpoint
CREATE UNIQUE INDEX "app_notification_events_org_dedupe_idx" ON "app_notification_events" USING btree ("organization_id","dedupe_key");--> statement-breakpoint
CREATE UNIQUE INDEX "app_notification_templates_org_event_channel_idx" ON "app_notification_templates" USING btree ("organization_id","event_type","channel");--> statement-breakpoint
CREATE UNIQUE INDEX "app_notifications_recipient_event_idx" ON "app_notifications" USING btree ("recipient_user_id","event_id");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_approval_reminder_policies_workflow_step_idx" ON "crm_approval_reminder_policies" USING btree ("workflow_id","step_number");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_approval_steps_workflow_step_idx" ON "crm_approval_steps" USING btree ("workflow_id","step_number");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_approval_workflows_org_code_idx" ON "crm_approval_workflows" USING btree ("organization_id","code");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_contact_shares_org_contact_shared_user_idx" ON "crm_contact_shares" USING btree ("organization_id","contact_id","shared_to_user_id");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_customers_org_code_idx" ON "crm_customers" USING btree ("organization_id","code");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_libraries_org_code_idx" ON "crm_document_libraries" USING btree ("organization_id","code");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_library_versions_library_version_idx" ON "crm_document_library_versions" USING btree ("library_id","version");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_template_mappings_version_placeholder_idx" ON "crm_document_template_mappings" USING btree ("template_version_id","placeholder_key");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_template_table_columns_mapping_name_idx" ON "crm_document_template_table_columns" USING btree ("mapping_id","column_name");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_template_versions_template_version_idx" ON "crm_document_template_versions" USING btree ("template_id","version");--> statement-breakpoint
@@ -651,7 +876,7 @@ CREATE UNIQUE INDEX "crm_quotations_org_code_idx" ON "crm_quotations" USING btre
CREATE UNIQUE INDEX "crm_report_definitions_org_code_idx" ON "crm_report_definitions" USING btree ("organization_id","code");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_role_profiles_org_code_idx" ON "crm_role_profiles" USING btree ("organization_id","code");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_user_role_assignments_org_user_role_idx" ON "crm_user_role_assignments" USING btree ("organization_id","user_id","role_profile_id");--> statement-breakpoint
CREATE UNIQUE INDEX "document_sequences_org_doc_period_branch_idx" ON "document_sequences" USING btree ("organization_id","document_type","period","branch_id");--> statement-breakpoint
CREATE UNIQUE INDEX "document_sequences_org_branch_product_doc_period_idx" ON "document_sequences" USING btree ("organization_id","branch_id","product_type","document_type","period");--> statement-breakpoint
CREATE UNIQUE INDEX "ms_options_org_category_code_idx" ON "ms_options" USING btree ("organization_id","category","code");--> statement-breakpoint
CREATE UNIQUE INDEX "organizations_slug_idx" ON "organizations" USING btree ("slug");--> statement-breakpoint
CREATE UNIQUE INDEX "users_email_idx" ON "users" USING btree ("email");

5
drizzle/0001_lazy_otto_octavius.sql
View File

@@ -1,5 +0,0 @@
ALTER TABLE "crm_opportunities" ADD COLUMN "outcome_status" text DEFAULT 'open' NOT NULL;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "closed_at" timestamp with time zone;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "lost_detail" text;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "cancel_reason" text;--> statement-breakpoint
ALTER TABLE "crm_opportunities" ADD COLUMN "no_quotation_reason" text;

20
drizzle/0002_calm_approval_matrix.sql
View File

@@ -1,20 +0,0 @@
CREATE TABLE "crm_approval_matrices" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"entity_type" text NOT NULL,
"workflow_id" text NOT NULL,
"branch_id" text,
"product_type" text,
"min_amount" double precision,
"max_amount" double precision,
"currency" text,
"priority" integer DEFAULT 100 NOT NULL,
"is_default" boolean DEFAULT false NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"description" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);

14
drizzle/0003_workflow_builder_foundation.sql
View File

@@ -1,14 +0,0 @@
ALTER TABLE "crm_approval_workflows"
ADD COLUMN "description" text;
--> statement-breakpoint
ALTER TABLE "crm_approval_workflows"
ADD COLUMN "is_system" boolean DEFAULT false NOT NULL;
--> statement-breakpoint
ALTER TABLE "crm_approval_workflows"
ADD COLUMN "created_by" text NOT NULL DEFAULT '';
--> statement-breakpoint
ALTER TABLE "crm_approval_workflows"
ADD COLUMN "updated_by" text NOT NULL DEFAULT '';
--> statement-breakpoint
ALTER TABLE "crm_approval_steps"
ADD COLUMN "approval_mode" text DEFAULT 'sequential' NOT NULL;

73
drizzle/0004_unusual_hairball.sql
View File

@@ -1,73 +0,0 @@
CREATE TABLE "app_notification_deliveries" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"notification_id" text NOT NULL,
"channel" text NOT NULL,
"recipient_address" text,
"status" text DEFAULT 'pending' NOT NULL,
"attempt_count" integer DEFAULT 0 NOT NULL,
"last_error" text,
"sent_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "app_notification_events" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"event_type" text NOT NULL,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"actor_user_id" text,
"payload" jsonb,
"dedupe_key" text,
"status" text DEFAULT 'pending' NOT NULL,
"last_error" text,
"published_at" timestamp with time zone DEFAULT now() NOT NULL,
"processed_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "app_notification_templates" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"event_type" text NOT NULL,
"channel" text NOT NULL,
"title_template" text NOT NULL,
"body_template" text NOT NULL,
"link_template" text,
"is_active" boolean DEFAULT true NOT NULL,
"metadata" jsonb,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "app_notifications" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"recipient_user_id" text NOT NULL,
"event_id" text NOT NULL,
"title" text NOT NULL,
"body" text NOT NULL,
"link_url" text,
"severity" text DEFAULT 'info' NOT NULL,
"status" text DEFAULT 'unread' NOT NULL,
"read_at" timestamp with time zone,
"archived_at" timestamp with time zone,
"metadata" jsonb,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "app_notification_events_org_dedupe_idx"
ON "app_notification_events" USING btree ("organization_id", "dedupe_key");
--> statement-breakpoint
CREATE UNIQUE INDEX "app_notification_templates_org_event_channel_idx"
ON "app_notification_templates" USING btree ("organization_id", "event_type", "channel");
--> statement-breakpoint
CREATE UNIQUE INDEX "app_notifications_recipient_event_idx"
ON "app_notifications" USING btree ("recipient_user_id", "event_id");

38
drizzle/0005_furry_maelstrom.sql
View File

@@ -1,38 +0,0 @@
CREATE TABLE "crm_approval_escalation_policies" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"workflow_id" text NOT NULL,
"step_number" integer NOT NULL,
"trigger_after_hours" integer NOT NULL,
"target_type" text NOT NULL,
"target_value" text,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_approval_reminder_policies" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"workflow_id" text NOT NULL,
"step_number" integer NOT NULL,
"sla_hours" integer DEFAULT 24 NOT NULL,
"reminder_offsets_hours" integer[] DEFAULT '{}' NOT NULL,
"calendar_mode" text DEFAULT 'calendar_days' NOT NULL,
"timeout_action" text DEFAULT 'none' NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
ALTER TABLE "crm_approval_requests" ADD COLUMN "current_step_started_at" timestamp with time zone DEFAULT now() NOT NULL;--> statement-breakpoint
ALTER TABLE "crm_approval_steps" ADD COLUMN "sla_hours" integer DEFAULT 24 NOT NULL;--> statement-breakpoint
ALTER TABLE "crm_approval_steps" ADD COLUMN "calendar_mode" text DEFAULT 'calendar_days' NOT NULL;--> statement-breakpoint
ALTER TABLE "crm_approval_steps" ADD COLUMN "timeout_action" text DEFAULT 'none' NOT NULL;--> statement-breakpoint
CREATE UNIQUE INDEX "crm_approval_reminder_policies_workflow_step_idx" ON "crm_approval_reminder_policies" USING btree ("workflow_id","step_number");

11
drizzle/0006_lazy_shiver_man.sql
View File

@@ -1,11 +0,0 @@
ALTER TABLE "crm_document_template_versions" ADD COLUMN "metadata_json" jsonb;
--> statement-breakpoint
UPDATE "crm_document_template_versions"
SET
"metadata_json" = COALESCE("metadata_json", "schema_json" -> '__templateManagement'),
"schema_json" = CASE
WHEN "schema_json" ? '__templateManagement'
THEN "schema_json" - '__templateManagement'
ELSE "schema_json"
END
WHERE "schema_json" ? '__templateManagement';

50
drizzle/0007_document_library_foundation.sql
View File

@@ -1,50 +0,0 @@
CREATE TABLE "crm_document_libraries" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"code" text NOT NULL,
"name" text NOT NULL,
"document_type" text NOT NULL,
"description" text,
"brand" text NOT NULL,
"language" text NOT NULL,
"product_type" text NOT NULL,
"status" text DEFAULT 'active' NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_libraries_org_code_idx" ON "crm_document_libraries" USING btree ("organization_id","code");
--> statement-breakpoint
CREATE TABLE "crm_document_library_versions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"library_id" text NOT NULL,
"version" text NOT NULL,
"file_name" text NOT NULL,
"storage_provider" text NOT NULL,
"storage_key" text NOT NULL,
"mime_type" text NOT NULL,
"file_size" integer NOT NULL,
"checksum" text NOT NULL,
"page_count" integer NOT NULL,
"status" text DEFAULT 'draft' NOT NULL,
"is_active" boolean DEFAULT false NOT NULL,
"published_at" timestamp with time zone,
"published_by" text,
"archived_at" timestamp with time zone,
"archived_by" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_library_versions_library_version_idx" ON "crm_document_library_versions" USING btree ("library_id","version");
--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_library_versions_active_library_idx"
ON "crm_document_library_versions" USING btree ("library_id")
WHERE "is_active" = true AND "deleted_at" IS NULL;

28
drizzle/0008_document_sequence_scope_refactor.sql
View File

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

60
drizzle/0009_notification_delivery_foundation.sql
View File

@@ -1,60 +0,0 @@
ALTER TABLE "app_notification_templates"
ADD COLUMN "code" text DEFAULT '' NOT NULL,
ADD COLUMN "name" text DEFAULT '' NOT NULL,
ADD COLUMN "subject_template" text,
ADD COLUMN "body_format" text DEFAULT 'plain' NOT NULL,
ADD COLUMN "language" text DEFAULT 'th' NOT NULL,
ADD COLUMN "variables" jsonb,
ADD COLUMN "version" integer DEFAULT 1 NOT NULL;
--> statement-breakpoint
UPDATE "app_notification_templates"
SET
"code" = CASE
WHEN "code" = '' THEN replace("event_type", '.', '_') || '_' || "channel"
ELSE "code"
END,
"name" = CASE
WHEN "name" = '' THEN "event_type" || ' (' || "channel" || ')'
ELSE "name"
END,
"subject_template" = COALESCE("subject_template", "title_template"),
"variables" = COALESCE("variables", '[]'::jsonb);
--> statement-breakpoint
CREATE TABLE "app_notification_dispatches" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"event_id" text NOT NULL,
"template_id" text,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"channel" text NOT NULL,
"provider_key" text NOT NULL,
"status" text DEFAULT 'pending' NOT NULL,
"recipient_to" jsonb NOT NULL,
"recipient_cc" jsonb,
"recipient_bcc" jsonb,
"reply_to" text,
"subject" text NOT NULL,
"body_text" text NOT NULL,
"body_html" text,
"attachments" jsonb,
"recipient_user_id" text,
"recipient_address" text,
"requested_by" text NOT NULL,
"metadata" jsonb,
"last_error" text,
"retry_count" integer DEFAULT 0 NOT NULL,
"max_retry_count" integer DEFAULT 3 NOT NULL,
"last_attempt_at" timestamp with time zone,
"sent_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX "app_notification_dispatches_org_event_channel_recipient_idx"
ON "app_notification_dispatches" USING btree (
"organization_id",
"event_id",
"channel",
"recipient_address"
);

89
drizzle/0009_stale_next_avengers.sql
View File

@@ -1,89 +0,0 @@
CREATE TABLE "app_notification_dispatches" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"event_id" text NOT NULL,
"template_id" text,
"entity_type" text NOT NULL,
"entity_id" text NOT NULL,
"channel" text NOT NULL,
"provider_key" text NOT NULL,
"status" text DEFAULT 'pending' NOT NULL,
"recipient_to" jsonb NOT NULL,
"recipient_cc" jsonb,
"recipient_bcc" jsonb,
"reply_to" text,
"subject" text NOT NULL,
"body_text" text NOT NULL,
"body_html" text,
"attachments" jsonb,
"recipient_user_id" text,
"recipient_address" text,
"requested_by" text NOT NULL,
"metadata" jsonb,
"last_error" text,
"retry_count" integer DEFAULT 0 NOT NULL,
"max_retry_count" integer DEFAULT 3 NOT NULL,
"last_attempt_at" timestamp with time zone,
"sent_at" timestamp with time zone,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_document_libraries" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"code" text NOT NULL,
"name" text NOT NULL,
"document_type" text NOT NULL,
"description" text,
"brand" text NOT NULL,
"language" text NOT NULL,
"product_type" text NOT NULL,
"status" text DEFAULT 'active' NOT NULL,
"is_active" boolean DEFAULT true NOT NULL,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL,
"updated_by" text NOT NULL
);
--> statement-breakpoint
CREATE TABLE "crm_document_library_versions" (
"id" text PRIMARY KEY NOT NULL,
"organization_id" text NOT NULL,
"library_id" text NOT NULL,
"version" text NOT NULL,
"file_name" text NOT NULL,
"storage_provider" text NOT NULL,
"storage_key" text NOT NULL,
"mime_type" text NOT NULL,
"file_size" integer NOT NULL,
"checksum" text NOT NULL,
"page_count" integer NOT NULL,
"status" text DEFAULT 'draft' NOT NULL,
"is_active" boolean DEFAULT false NOT NULL,
"published_at" timestamp with time zone,
"published_by" text,
"archived_at" timestamp with time zone,
"archived_by" text,
"created_at" timestamp with time zone DEFAULT now() NOT NULL,
"updated_at" timestamp with time zone DEFAULT now() NOT NULL,
"deleted_at" timestamp with time zone,
"created_by" text NOT NULL
);
--> statement-breakpoint
DROP INDEX "document_sequences_org_doc_period_branch_idx";--> statement-breakpoint
ALTER TABLE "app_notification_templates" ADD COLUMN "code" text DEFAULT '' NOT NULL;--> statement-breakpoint
ALTER TABLE "app_notification_templates" ADD COLUMN "name" text DEFAULT '' NOT NULL;--> statement-breakpoint
ALTER TABLE "app_notification_templates" ADD COLUMN "subject_template" text;--> statement-breakpoint
ALTER TABLE "app_notification_templates" ADD COLUMN "body_format" text DEFAULT 'plain' NOT NULL;--> statement-breakpoint
ALTER TABLE "app_notification_templates" ADD COLUMN "language" text DEFAULT 'th' NOT NULL;--> statement-breakpoint
ALTER TABLE "app_notification_templates" ADD COLUMN "variables" jsonb;--> statement-breakpoint
ALTER TABLE "app_notification_templates" ADD COLUMN "version" integer DEFAULT 1 NOT NULL;--> statement-breakpoint
ALTER TABLE "document_sequences" ADD COLUMN "product_type" text DEFAULT 'all' NOT NULL;--> statement-breakpoint
ALTER TABLE "document_sequences" ADD COLUMN "format" text DEFAULT '{prefix}{period}-{running}' NOT NULL;--> statement-breakpoint
ALTER TABLE "document_sequences" ADD COLUMN "reset_policy" text DEFAULT 'period' NOT NULL;--> statement-breakpoint
CREATE UNIQUE INDEX "app_notification_dispatches_org_event_channel_recipient_idx" ON "app_notification_dispatches" USING btree ("organization_id","event_id","channel","recipient_address");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_libraries_org_code_idx" ON "crm_document_libraries" USING btree ("organization_id","code");--> statement-breakpoint
CREATE UNIQUE INDEX "crm_document_library_versions_library_version_idx" ON "crm_document_library_versions" USING btree ("library_id","version");--> statement-breakpoint
CREATE UNIQUE INDEX "document_sequences_org_branch_product_doc_period_idx" ON "document_sequences" USING btree ("organization_id","branch_id","product_type","document_type","period");

1512
drizzle/meta/0000_snapshot.json
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drizzle/meta/0001_snapshot.json
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drizzle/meta/0005_snapshot.json
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67
drizzle/meta/_journal.json
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@@ -5,71 +5,8 @@
{
"idx": 0,
"version": "7",
"when": 1782359607850,
"tag": "0000_hard_butterfly",
"breakpoints": true
},
{
"idx": 1,
"version": "7",
"when": 1782381033930,
"tag": "0001_lazy_otto_octavius",
"breakpoints": true
},
{
"idx": 2,
"version": "7",
"when": 1782604800000,
"tag": "0002_calm_approval_matrix",
"breakpoints": true
},
{
"idx": 3,
"version": "7",
"when": 1782691200000,
"tag": "0003_workflow_builder_foundation",
"breakpoints": true
},
{
"idx": 4,
"version": "7",
"when": 1782455991734,
"tag": "0004_unusual_hairball",
"breakpoints": true
},
{
"idx": 5,
"version": "7",
"when": 1782464526434,
"tag": "0005_furry_maelstrom",
"breakpoints": true
},
{
"idx": 6,
"version": "7",
"when": 1782749787685,
"tag": "0006_lazy_shiver_man",
"breakpoints": true
},
{
"idx": 7,
"version": "7",
"when": 1782910000000,
"tag": "0007_document_library_foundation",
"breakpoints": true
},
{
"idx": 8,
"version": "7",
"when": 1782913600000,
"tag": "0008_document_sequence_scope_refactor",
"breakpoints": true
},
{
"idx": 9,
"version": "7",
"when": 1782815675836,
"tag": "0009_stale_next_avengers",
"when": 1782833951256,
"tag": "0000_short_the_executioner",
"breakpoints": true
}
]

2
next-env.d.ts vendored
View File

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

327
plans/task-p.7.2.1.md Normal file
View File

@@ -0,0 +1,327 @@
# Amendment to Task P.7.1.2 – Working Documents & Official Documents UX
## Design Revision
Following the UX review, the document experience will be refined to better reflect the actual CRM business process.
The terminology **Draft PDF** is too technical for end users and should not be the primary wording exposed in the UI.
The new UX separates documents into three business levels.
---
# Level 1 — Working Documents
Purpose:
Internal working documents used during quotation preparation.
Source:
Live quotation data.
Characteristics:
* Generated from current database values.
* Changes whenever quotation data changes.
* Used internally only.
* Not legally or commercially binding.
* Not intended for customer delivery.
* Not part of audit history.
UI terminology:
```text
Working Documents
```
Primary document:
```text
Preview PDF
```
The UI should avoid exposing the technical term **Draft PDF**.
Instead:
```text
Preview PDF
```
or
```text
Working Copy
```
may be displayed.
Available actions:
```text
Generate
Preview
```
No Download button is required unless business rules explicitly allow downloading internal working copies.
---
# Level 2 — Official Documents
Purpose:
Business-approved immutable documents.
Source:
Approved Snapshot.
Characteristics:
* Generated only after approval.
* Immutable.
* Stored as document artifact.
* Used for audit.
* Used for revision history.
* Used as official company record.
UI terminology:
```text
Official Documents
```
Primary document:
```text
Approved PDF
```
Available actions:
```text
Preview
Download
```
No Generate button should appear here because approval already created the official document.
---
# Level 3 — Customer Package
Purpose:
Deliverable package sent to customers.
Source:
Approved PDF
plus
Document Library appendices.
Example:
```text
Approved PDF
+
SLA
+
Warranty
+
Datasheet
+
Drawing
```
Characteristics:
* Generated after document assembly.
* Built from official documents.
* Represents exactly what customers receive.
* May be regenerated if append documents change.
Available actions:
```text
Generate Package
Preview Package
Download Package
Send Package (future)
```
---
# Relationship Between Document Types
Business flow becomes:
```text
Quotation
↓
Working Documents
↓
Approval
↓
Official Documents
↓
Customer Package
↓
Email Customer
```
This hierarchy should be reflected visually.
---
# Documents Tab Layout
Replace the previous layout with:
```text
Documents
────────────────────────
Working Documents
Preview PDF
[Generate]
[Preview]
────────────────────────
Official Documents
Approved PDF
[Preview]
[Download]
────────────────────────
Customer Package
Status
Included Documents
Warnings
[Generate Package]
[Preview Package]
[Download Package]
[Send Package]
```
The **Send Package** action remains disabled until P.7.2.
---
# Customer Package Tab
The dedicated Customer Package tab remains.
It focuses on operational details:
* Package status
* Included documents
* Assembly warnings
* Generated time
* Generated by
* Page count
* Checksum
* Generate / Regenerate
* Preview
* Download
This tab is not responsible for previewing individual PDFs.
---
# UX Rules
Working Documents
* Can always regenerate.
* Uses live quotation data.
* Intended for internal review.
Official Documents
* Never regenerate from this screen.
* Always read-only.
* Represents approved business record.
Customer Package
* Always assembled from Official Documents.
* Must never assemble from Working Documents.
* If no Approved PDF exists, package generation must fail with a business-readable message.
---
# Business Rules
Customer Package must always use:
```text
Approved PDF
+
Active Document Library files
```
Customer Package must never use:
```text
Working Documents
Preview PDF
Draft runtime output
```
This guarantees that every package delivered to a customer is assembled from approved, auditable content.
---
# Acceptance Criteria (Additional)
* "Draft PDF" is no longer the primary UI terminology.
* Documents are clearly separated into Working Documents, Official Documents, and Customer Package.
* Customer Package assembly is based exclusively on Approved PDF.
* UI hierarchy reflects the CRM document lifecycle.
* The new terminology is reusable across future modules such as Purchase Order, Service Report, Inspection Report, and Work Order.

4
scripts/seed-uat.ts
View File

@@ -1,7 +1,7 @@
import { runNodeScript } from './lib/seed-utils.ts';
import { runNodeScript } from "./lib/seed-utils.ts";
function main() {
runNodeScript('seed:uat:core', 'src/db/seeds/uat.seed.ts');
runNodeScript("seed:uat:core", "src/db/seeds/uat.seed.ts");
}
main();

13
src/db/seeds/foundation.seed.ts
View File

@@ -1576,7 +1576,7 @@ async function upsertDocumentSequencesForOrganizationV2(
async function upsertApprovalWorkflowsForOrganization(
sql: SqlClient,
organizationId: string,
organization: { id: string; createdBy: string },
) {
for (const workflow of APPROVAL_WORKFLOWS) {
const [workflowRow] = await sql`
@@ -1587,14 +1587,18 @@ async function upsertApprovalWorkflowsForOrganization(
name,
entity_type,
is_active,
created_by,
updated_by,
deleted_at
) values (
${crypto.randomUUID()},
${organizationId},
${organization.id},
${workflow.code},
${workflow.name},
${workflow.entityType},
${true},
${organization.createdBy},
${organization.createdBy},
${null}
)
on conflict (organization_id, code) do update
@@ -1602,6 +1606,7 @@ async function upsertApprovalWorkflowsForOrganization(
name = excluded.name,
entity_type = excluded.entity_type,
is_active = excluded.is_active,
updated_by = excluded.updated_by,
deleted_at = excluded.deleted_at,
updated_at = now()
returning id
@@ -1620,7 +1625,7 @@ async function upsertApprovalWorkflowsForOrganization(
deleted_at
) values (
${crypto.randomUUID()},
${organizationId},
${organization.id},
${workflowRow.id},
${step.stepNumber},
${step.roleCode},
@@ -2338,7 +2343,7 @@ async function main() {
organization,
branchRows,
);
await upsertApprovalWorkflowsForOrganization(sql, organization.id);
await upsertApprovalWorkflowsForOrganization(sql, organization);
await upsertApprovalMatricesForOrganization(sql, organization);
await upsertDocumentTemplatesForOrganization(sql, organization);
await upsertDocumentLibraryForOrganization(sql, organization);

38
src/db/seeds/system-organization.seed.ts
View File

@@ -1,5 +1,9 @@
import { getDefaultPermissions } from '../../lib/auth/rbac.ts';
import { createSqlClient, deterministicId, type SqlClient } from '../../../scripts/lib/seed-utils.ts';
import { getDefaultPermissions } from "../../lib/auth/rbac.ts";
import {
createSqlClient,
deterministicId,
type SqlClient,
} from "../../../scripts/lib/seed-utils.ts";
type UserRow = {
id: string;
@@ -7,17 +11,19 @@ type UserRow = {
};
const DEFAULT_ORGANIZATION = {
id: deterministicId('organization:alla-demo'),
name: 'ALLA Demo Organization',
slug: 'alla-demo',
membershipId: deterministicId('membership:alla-demo:super-admin')
id: deterministicId("organization:alla-demo"),
name: "ALLA Demo",
slug: "alla-demo",
membershipId: deterministicId("membership:alla-demo:super-admin"),
};
async function resolveSuperAdmin(sql: SqlClient): Promise<UserRow> {
const email = process.env.SUPER_ADMIN_EMAIL?.trim().toLowerCase();
if (!email) {
throw new Error('SUPER_ADMIN_EMAIL is required before running system organization seed.');
throw new Error(
"SUPER_ADMIN_EMAIL is required before running system organization seed.",
);
}
const [user] = await sql<UserRow[]>`
@@ -28,7 +34,7 @@ async function resolveSuperAdmin(sql: SqlClient): Promise<UserRow> {
`;
if (!user) {
throw new Error('Super admin user not found. Run seed-super-admin first.');
throw new Error("Super admin user not found. Run seed-super-admin first.");
}
return user;
@@ -46,7 +52,7 @@ async function ensureOrganization(sql: SqlClient, superAdmin: UserRow) {
${DEFAULT_ORGANIZATION.id},
${DEFAULT_ORGANIZATION.name},
${DEFAULT_ORGANIZATION.slug},
${'enterprise'},
${"enterprise"},
${superAdmin.id}
)
on conflict (slug) do update
@@ -56,7 +62,7 @@ async function ensureOrganization(sql: SqlClient, superAdmin: UserRow) {
updated_at = now()
`;
const membershipPermissions = getDefaultPermissions('admin', 'crm_admin');
const membershipPermissions = getDefaultPermissions("admin", "crm_admin");
const [existingMembership] = await sql<{ id: string }[]>`
select id
from memberships
@@ -69,8 +75,8 @@ async function ensureOrganization(sql: SqlClient, superAdmin: UserRow) {
await sql`
update memberships
set
role = ${'admin'},
business_role = ${'crm_admin'},
role = ${"admin"},
business_role = ${"crm_admin"},
permissions = ${sql.array(membershipPermissions)},
updated_at = now()
where id = ${existingMembership.id}
@@ -90,8 +96,8 @@ async function ensureOrganization(sql: SqlClient, superAdmin: UserRow) {
${DEFAULT_ORGANIZATION.membershipId},
${superAdmin.id},
${DEFAULT_ORGANIZATION.id},
${'admin'},
${'crm_admin'},
${"admin"},
${"crm_admin"},
${sql.array(membershipPermissions)},
${sql.array([])},
${sql.array([])}
@@ -122,8 +128,8 @@ async function main() {
main().catch((error) => {
console.error(
'[seed:system-org] Failed:',
error instanceof Error ? error.message : String(error)
"[seed:system-org] Failed:",
error instanceof Error ? error.message : String(error),
);
process.exitCode = 1;
});

52
src/features/foundation/document-library/types.ts
View File

@@ -1,36 +1,38 @@
export const DOCUMENT_LIBRARY_TYPES = [
'sla',
'warranty',
'terms_conditions',
'company_profile',
'datasheet',
'drawing',
'certificate',
'appendix',
'safety_document',
'installation_manual'
"sla",
"warranty",
"terms_conditions",
"company_profile",
"datasheet",
"drawing",
"certificate",
"appendix",
"safety_document",
"installation_manual",
] as const;
export const DOCUMENT_LIBRARY_BRANDS = ['alla', 'onvalla', 'generic'] as const;
export const DOCUMENT_LIBRARY_LANGUAGES = ['th', 'en'] as const;
export const DOCUMENT_LIBRARY_BRANDS = ["alla", "onvalla", "generic"] as const;
export const DOCUMENT_LIBRARY_LANGUAGES = ["th", "en"] as const;
export const DOCUMENT_LIBRARY_PRODUCT_TYPES = [
'all',
'crane',
'dock_door',
'solar',
'service'
"all",
"crane",
"dock_door",
"solar",
"service",
] as const;
export const DOCUMENT_LIBRARY_VERSION_STATUSES = [
'draft',
'published',
'active',
'archived'
"draft",
"published",
"active",
"archived",
] as const;
export type DocumentLibraryType = (typeof DOCUMENT_LIBRARY_TYPES)[number];
export type DocumentLibraryBrand = (typeof DOCUMENT_LIBRARY_BRANDS)[number];
export type DocumentLibraryLanguage = (typeof DOCUMENT_LIBRARY_LANGUAGES)[number];
export type DocumentLibraryProductType = (typeof DOCUMENT_LIBRARY_PRODUCT_TYPES)[number];
export type DocumentLibraryLanguage =
(typeof DOCUMENT_LIBRARY_LANGUAGES)[number];
export type DocumentLibraryProductType =
(typeof DOCUMENT_LIBRARY_PRODUCT_TYPES)[number];
export type DocumentLibraryVersionStatus =
(typeof DOCUMENT_LIBRARY_VERSION_STATUSES)[number];
@@ -44,7 +46,7 @@ export interface DocumentLibraryRecord {
brand: DocumentLibraryBrand;
language: DocumentLibraryLanguage;
productType: DocumentLibraryProductType;
status: 'active' | 'inactive';
status: "active" | "inactive";
isActive: boolean;
createdBy: string;
updatedBy: string;
@@ -91,7 +93,7 @@ export interface DocumentLibraryFilters {
brand?: DocumentLibraryBrand;
language?: DocumentLibraryLanguage;
productType?: DocumentLibraryProductType;
isActive?: 'true' | 'false';
isActive?: "true" | "false";
}
export interface DocumentLibraryMutationPayload {

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