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task approve-csv file

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phaichayon
2026-07-14 08:33:07 +07:00
parent bb5a910b88
commit a16dc8e548
5 changed files with 61 additions and 2 deletions
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13
setup/ALLA-ONVALLA/approval-matrix.csv
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@@ -1,2 +1,13 @@
organization_code,entity_type,workflow_code,branch_code,product_type_code,min_amount,max_amount,currency,priority,is_default,is_active,description
ALLA,quotation,quotation_standard,head_office,crane,0,500000,THB,100,true,true,Default ALLA crane quotation approval up to 500k
ALLA,quotation,quotation_manager_review,head_office,crane,500000.01,5000000,THB,90,false,true,ALLA crane quotations requiring manager and department review
ALLA,quotation,quotation_executive_review,head_office,crane,5000000.01,,THB,80,false,true,ALLA crane high value quotations requiring executive review
ALLA,quotation,quotation_standard,head_office,dockdoor,0,300000,THB,70,false,true,ALLA dock door standard approval up to 300k
ALLA,quotation,quotation_manager_review,head_office,dockdoor,300000.01,3000000,THB,60,false,true,ALLA dock door medium value approval
ALLA,quotation,quotation_executive_review,head_office,dockdoor,3000000.01,,THB,50,false,true,ALLA dock door high value approval
ONVALLA,quotation,quotation_standard,head_office,crane,0,500000,THB,100,true,true,Default ONVALLA crane quotation approval up to 500k
ONVALLA,quotation,quotation_manager_review,head_office,crane,500000.01,5000000,THB,90,false,true,ONVALLA crane quotations requiring manager and department review
ONVALLA,quotation,quotation_executive_review,head_office,crane,5000000.01,,THB,80,false,true,ONVALLA crane high value quotations requiring executive review
ONVALLA,quotation,quotation_standard,head_office,solarcell,0,300000,THB,70,false,true,ONVALLA solar cell standard approval up to 300k
ONVALLA,quotation,quotation_manager_review,head_office,solarcell,300000.01,3000000,THB,60,false,true,ONVALLA solar cell medium value approval
ONVALLA,quotation,quotation_executive_review,head_office,solarcell,3000000.01,,THB,50,false,true,ONVALLA solar cell high value approval
1 organization_code entity_type workflow_code branch_code product_type_code min_amount max_amount currency priority is_default is_active description
2 ALLA quotation quotation_standard head_office crane 0 500000 THB 100 true true Default ALLA crane quotation approval up to 500k
3 ALLA quotation quotation_manager_review head_office crane 500000.01 5000000 THB 90 false true ALLA crane quotations requiring manager and department review
4 ALLA quotation quotation_executive_review head_office crane 5000000.01 THB 80 false true ALLA crane high value quotations requiring executive review
5 ALLA quotation quotation_standard head_office dockdoor 0 300000 THB 70 false true ALLA dock door standard approval up to 300k
6 ALLA quotation quotation_manager_review head_office dockdoor 300000.01 3000000 THB 60 false true ALLA dock door medium value approval
7 ALLA quotation quotation_executive_review head_office dockdoor 3000000.01 THB 50 false true ALLA dock door high value approval
8 ONVALLA quotation quotation_standard head_office crane 0 500000 THB 100 true true Default ONVALLA crane quotation approval up to 500k
9 ONVALLA quotation quotation_manager_review head_office crane 500000.01 5000000 THB 90 false true ONVALLA crane quotations requiring manager and department review
10 ONVALLA quotation quotation_executive_review head_office crane 5000000.01 THB 80 false true ONVALLA crane high value quotations requiring executive review
11 ONVALLA quotation quotation_standard head_office solarcell 0 300000 THB 70 false true ONVALLA solar cell standard approval up to 300k
12 ONVALLA quotation quotation_manager_review head_office solarcell 300000.01 3000000 THB 60 false true ONVALLA solar cell medium value approval
13 ONVALLA quotation quotation_executive_review head_office solarcell 3000000.01 THB 50 false true ONVALLA solar cell high value approval

12
setup/ALLA-ONVALLA/approval-steps.csv
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@@ -1 +1,13 @@
organization_code,workflow_code,step_number,role_code,role_name,approval_mode,is_required,sla_hours,calendar_mode,timeout_action
ALLA,quotation_standard,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ALLA,quotation_manager_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ALLA,quotation_manager_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ALLA,quotation_executive_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ALLA,quotation_executive_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ALLA,quotation_executive_review,3,top_manager,Top Manager,sequential,true,72,calendar_days,none
ONVALLA,quotation_standard,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ONVALLA,quotation_manager_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ONVALLA,quotation_manager_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ONVALLA,quotation_executive_review,1,sales_manager,Sales Manager,sequential,true,24,calendar_days,auto_escalate
ONVALLA,quotation_executive_review,2,department_manager,Department Manager,sequential,true,48,calendar_days,auto_escalate
ONVALLA,quotation_executive_review,3,top_manager,Top Manager,sequential,true,72,calendar_days,none
1 organization_code workflow_code step_number role_code role_name approval_mode is_required sla_hours calendar_mode timeout_action
2 ALLA quotation_standard 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate
3 ALLA quotation_manager_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate
4 ALLA quotation_manager_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate
5 ALLA quotation_executive_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate
6 ALLA quotation_executive_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate
7 ALLA quotation_executive_review 3 top_manager Top Manager sequential true 72 calendar_days none
8 ONVALLA quotation_standard 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate
9 ONVALLA quotation_manager_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate
10 ONVALLA quotation_manager_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate
11 ONVALLA quotation_executive_review 1 sales_manager Sales Manager sequential true 24 calendar_days auto_escalate
12 ONVALLA quotation_executive_review 2 department_manager Department Manager sequential true 48 calendar_days auto_escalate
13 ONVALLA quotation_executive_review 3 top_manager Top Manager sequential true 72 calendar_days none

6
setup/ALLA-ONVALLA/approval-workflows.csv
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@@ -1 +1,7 @@
organization_code,workflow_code,workflow_name,entity_type,description,is_system,is_active
ALLA,quotation_standard,Quotation Standard Approval,quotation,Standard quotation approval for branch and product test cases,false,true
ALLA,quotation_manager_review,Quotation Manager Review,quotation,Manager approval for medium value quotations,false,true
ALLA,quotation_executive_review,Quotation Executive Review,quotation,Executive approval for high value quotations,false,true
ONVALLA,quotation_standard,Quotation Standard Approval,quotation,Standard quotation approval for branch and product test cases,false,true
ONVALLA,quotation_manager_review,Quotation Manager Review,quotation,Manager approval for medium value quotations,false,true
ONVALLA,quotation_executive_review,Quotation Executive Review,quotation,Executive approval for high value quotations,false,true
1 organization_code workflow_code workflow_name entity_type description is_system is_active
2 ALLA quotation_standard Quotation Standard Approval quotation Standard quotation approval for branch and product test cases false true
3 ALLA quotation_manager_review Quotation Manager Review quotation Manager approval for medium value quotations false true
4 ALLA quotation_executive_review Quotation Executive Review quotation Executive approval for high value quotations false true
5 ONVALLA quotation_standard Quotation Standard Approval quotation Standard quotation approval for branch and product test cases false true
6 ONVALLA quotation_manager_review Quotation Manager Review quotation Manager approval for medium value quotations false true
7 ONVALLA quotation_executive_review Quotation Executive Review quotation Executive approval for high value quotations false true

28
setup/ALLA-ONVALLA/crm-role-assignments.csv
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@@ -1,2 +1,28 @@
organization_code,user_email,crm_role_code,is_primary,branch_scope_mode,branch_codes,product_type_scope_mode,product_type_codes,is_active
ALLA,super_admin@allaos.local,crm_admin,true,all,,all,,true
ALLA,gm.uat@allaos.local,department_manager,true,all,,all,,true
ALLA,gm.uat@allaos.local,sales_manager,false,all,,all,,true
ALLA,ceo.uat@allaos.local,top_manager,true,all,,all,,true
ALLA,head_mk.uat@allaos.local,marketing,true,all,,all,,true
ALLA,mk.uat@allaos.local,marketing,true,selected,head_office,all,,true
ALLA,manager.uat@allaos.local,sales_manager,true,all,,all,,true
ALLA,mgr_crane.uat@allaos.local,sales_manager,true,selected,head_office,selected,crane,true
ALLA,sales_crane.uat@allaos.local,sales,true,selected,head_office,selected,crane,true
ALLA,mgr_dock.uat@allaos.local,sales_manager,true,selected,head_office,selected,dockdoor,true
ALLA,sales_dock.uat@allaos.local,sales,true,selected,head_office,selected,dockdoor,true
ALLA,mgr_solar.uat@allaos.local,sales_manager,true,all,,all,,true
ALLA,sales_solar.uat@allaos.local,sales,true,all,,all,,true
ALLA,sales.uat@allaos.local,sales,true,all,,all,,true
ONVALLA,gm.onvalla@allaos.local,department_manager,true,all,,all,,true
ONVALLA,gm.onvalla@allaos.local,sales_manager,false,all,,all,,true
ONVALLA,ceo.onvalla@allaos.local,top_manager,true,all,,all,,true
ONVALLA,head_mk.onvalla@allaos.local,marketing,true,all,,all,,true
ONVALLA,mk.onvalla@allaos.local,marketing,true,selected,head_office,all,,true
ONVALLA,manager.onvalla@allaos.local,sales_manager,true,all,,all,,true
ONVALLA,mgr_crane.onvalla@allaos.local,sales_manager,true,selected,head_office,selected,crane,true
ONVALLA,sales_crane.onvalla@allaos.local,sales,true,selected,head_office,selected,crane,true
ONVALLA,mgr_dock.onvalla@allaos.local,sales_manager,true,all,,all,,true
ONVALLA,sales_dock.onvalla@allaos.local,sales,true,all,,all,,true
ONVALLA,mgr_solar.onvalla@allaos.local,sales_manager,true,selected,head_office,selected,solarcell,true
ONVALLA,sales_solar.onvalla@allaos.local,sales,true,selected,head_office,selected,solarcell,true
ONVALLA,sales.onvalla@allaos.local,sales,true,all,,all,,true
1 organization_code user_email crm_role_code is_primary branch_scope_mode branch_codes product_type_scope_mode product_type_codes is_active
2 ALLA super_admin@allaos.local crm_admin true all all true
3 ALLA gm.uat@allaos.local department_manager true all all true
4 ALLA gm.uat@allaos.local sales_manager false all all true
5 ALLA ceo.uat@allaos.local top_manager true all all true
6 ALLA head_mk.uat@allaos.local marketing true all all true
7 ALLA mk.uat@allaos.local marketing true selected head_office all true
8 ALLA manager.uat@allaos.local sales_manager true all all true
9 ALLA mgr_crane.uat@allaos.local sales_manager true selected head_office selected crane true
10 ALLA sales_crane.uat@allaos.local sales true selected head_office selected crane true
11 ALLA mgr_dock.uat@allaos.local sales_manager true selected head_office selected dockdoor true
12 ALLA sales_dock.uat@allaos.local sales true selected head_office selected dockdoor true
13 ALLA mgr_solar.uat@allaos.local sales_manager true all all true
14 ALLA sales_solar.uat@allaos.local sales true all all true
15 ALLA sales.uat@allaos.local sales true all all true
16 ONVALLA gm.onvalla@allaos.local department_manager true all all true
17 ONVALLA gm.onvalla@allaos.local sales_manager false all all true
18 ONVALLA ceo.onvalla@allaos.local top_manager true all all true
19 ONVALLA head_mk.onvalla@allaos.local marketing true all all true
20 ONVALLA mk.onvalla@allaos.local marketing true selected head_office all true
21 ONVALLA manager.onvalla@allaos.local sales_manager true all all true
22 ONVALLA mgr_crane.onvalla@allaos.local sales_manager true selected head_office selected crane true
23 ONVALLA sales_crane.onvalla@allaos.local sales true selected head_office selected crane true
24 ONVALLA mgr_dock.onvalla@allaos.local sales_manager true all all true
25 ONVALLA sales_dock.onvalla@allaos.local sales true all all true
26 ONVALLA mgr_solar.onvalla@allaos.local sales_manager true selected head_office selected solarcell true
27 ONVALLA sales_solar.onvalla@allaos.local sales true selected head_office selected solarcell true
28 ONVALLA sales.onvalla@allaos.local sales true all all true

4
src/lib/auth/rbac.ts
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@@ -446,6 +446,10 @@ const DEFAULT_ROLE_DEFINITIONS: Record<string, Omit<CrmRoleProfileDefinition, 'c
PERMISSIONS.crmDashboardRead,
PERMISSIONS.crmReportRead,
PERMISSIONS.crmReportExport,
PERMISSIONS.crmLeadRead,
PERMISSIONS.crmLeadCreate,
PERMISSIONS.crmLeadUpdate,
PERMISSIONS.crmLeadAssign,
PERMISSIONS.crmOpportunityLifecycleUpdate,
PERMISSIONS.crmOpportunityLifecycleReopen,
PERMISSIONS.crmOpportunityMarkWon,