task-f

plans/task-f.md

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+# Task F: Approval Production Module
+
+## ALLA OS CRM vNext
+
+คุณคือ Senior Full-stack Engineer
+
+ให้ implement Approval Production Module โดยต่อยอดจาก:
+
+```txt
+Task A
+Task B
+Task B.1
+Task C
+Task D
+Task E
+Task E.1
+```
+
+Approval Module ต้องเป็น Generic Foundation ที่สามารถใช้กับ:
+
+```txt
+Quotation
+Enquiry (future)
+Purchase Request (future)
+Purchase Order (future)
+Document Approval (future)
+```
+
+ห้ามผูกกับ Quotation เพียงอย่างเดียว
+
+---
+
+# ต้องอ่านก่อน
+
+```txt
+docs/implementation/task-a-template-audit.md
+docs/implementation/task-b-template-audit.md
+docs/implementation/task-b1-foundation-stabilization.md
+docs/implementation/technical-debt.md
+
+docs/adr/0007-quotation-revision-strategy.md
+docs/adr/0008-attachment-storage-strategy.md
+
+Layout.md
+AGENTS.md
+.agents/skills/kiranism-shadcn-dashboard
+
+src/features/foundation/**
+src/features/crm/customers/**
+src/features/crm/enquiries/**
+src/features/crm/quotations/**
+src/db/schema.ts
+```
+
+---
+
+# Goal
+
+สร้าง Approval Engine ที่ reusable ได้
+
+รองรับ:
+
+```txt
+Submit For Approval
+Approve
+Reject
+Request Change
+Approval Timeline
+Approval History
+Current Approval Status
+```
+
+เริ่มใช้กับ Quotation ก่อน
+
+---
+
+# Approval Workflow Version 1
+
+รองรับ sequential approval
+
+ตัวอย่าง:
+
+```txt
+Step 1
+Sales Manager
+
+Step 2
+Department Manager
+
+Step 3
+Top Manager
+```
+
+Approval ต้องเดินทีละ step
+
+---
+
+# Scope F1: Approval Schema
+
+เพิ่ม tables
+
+```txt
+crm_approval_workflows
+crm_approval_steps
+crm_approval_requests
+crm_approval_actions
+```
+
+---
+
+## crm_approval_workflows
+
+```txt
+id
+organizationId
+
+code
+name
+entityType
+
+isActive
+
+createdAt
+updatedAt
+deletedAt
+```
+
+entityType ตัวอย่าง
+
+```txt
+quotation
+enquiry
+purchase_request
+```
+
+---
+
+## crm_approval_steps
+
+```txt
+id
+organizationId
+
+workflowId
+
+stepNumber
+
+roleCode
+roleName
+
+isRequired
+
+createdAt
+updatedAt
+deletedAt
+```
+
+ตัวอย่าง
+
+```txt
+sales_manager
+department_manager
+top_manager
+```
+
+---
+
+## crm_approval_requests
+
+```txt
+id
+organizationId
+
+workflowId
+
+entityType
+entityId
+
+currentStep
+
+status
+
+requestedBy
+requestedAt
+
+completedAt
+
+createdAt
+updatedAt
+deletedAt
+```
+
+status
+
+```txt
+pending
+approved
+rejected
+returned
+cancelled
+```
+
+---
+
+## crm_approval_actions
+
+```txt
+id
+organizationId
+
+approvalRequestId
+
+stepNumber
+
+action
+
+remark
+
+actedBy
+actedAt
+
+createdAt
+updatedAt
+deletedAt
+```
+
+action
+
+```txt
+approve
+reject
+return
+submit
+```
+
+---
+
+# Scope F2: Approval Service
+
+สร้าง:
+
+```txt
+src/features/foundation/approval/**
+```
+
+ประกอบด้วย
+
+```txt
+types.ts
+service.ts
+queries.ts
+mutations.ts
+```
+
+Functions
+
+```ts
+submitForApproval()
+approveApproval()
+rejectApproval()
+returnApproval()
+cancelApproval()
+
+getApprovalRequest()
+getApprovalTimeline()
+getCurrentApprovalStep()
+```
+
+---
+
+# Scope F3: Quotation Integration
+
+เชื่อม Approval เข้ากับ Quotation
+
+---
+
+## Submit For Approval
+
+จาก:
+
+```txt
+draft
+revised
+```
+
+ไป:
+
+```txt
+pending_approval
+```
+
+Rules
+
+```txt
+ต้องมี item อย่างน้อย 1 รายการ
+ต้องมี customer
+ต้องไม่ deleted
+```
+
+---
+
+## Approval Success
+
+เมื่อทุก step approve
+
+เปลี่ยน quotation status
+
+```txt
+approved
+```
+
+---
+
+## Reject
+
+เปลี่ยน quotation status
+
+```txt
+rejected
+```
+
+---
+
+## Return
+
+เปลี่ยน quotation status
+
+```txt
+draft
+```
+
+และเก็บ remark
+
+---
+
+# Scope F4: API Routes
+
+สร้าง:
+
+```txt
+src/app/api/crm/approvals/route.ts
+src/app/api/crm/approvals/[id]/route.ts
+
+src/app/api/crm/approvals/[id]/approve/route.ts
+src/app/api/crm/approvals/[id]/reject/route.ts
+src/app/api/crm/approvals/[id]/return/route.ts
+
+src/app/api/crm/quotations/[id]/submit-approval/route.ts
+```
+
+---
+
+# Scope F5: Permission Model
+
+เพิ่ม permissions
+
+```txt
+crm.approval.read
+crm.approval.submit
+
+crm.approval.approve
+crm.approval.reject
+crm.approval.return
+```
+
+---
+
+# Scope F6: Approval UI
+
+แทน placeholder route
+
+```txt
+/ dashboard / crm / approvals
+```
+
+---
+
+Approval List
+
+```txt
+Pending
+Approved
+Rejected
+Returned
+```
+
+ใช้
+
+```txt
+PageContainer
+DataTable
+```
+
+---
+
+Approval Detail
+
+แสดง
+
+```txt
+Request Information
+Workflow
+Current Step
+Timeline
+Actions
+```
+
+---
+
+# Scope F7: Quotation Detail Integration
+
+ใน
+
+```txt
+/ dashboard / crm / quotations / [id]
+```
+
+เพิ่ม
+
+```txt
+Approval Tab
+```
+
+แสดง
+
+```txt
+Current Status
+Current Step
+Timeline
+```
+
+Actions
+
+```txt
+Submit For Approval
+Approve
+Reject
+Return
+```
+
+ตาม permission
+
+---
+
+# Scope F8: Audit Integration
+
+ทุก action ต้อง audit
+
+entityType
+
+```txt
+crm_approval_request
+crm_approval_action
+```
+
+---
+
+# Scope F9: Seed Data
+
+เพิ่มใน
+
+```txt
+foundation.seed.ts
+```
+
+Workflow เริ่มต้น
+
+```txt
+Quotation Standard Approval
+```
+
+Steps
+
+```txt
+1 sales_manager
+2 department_manager
+3 top_manager
+```
+
+Seed แบบ idempotent
+
+---
+
+# ห้ามทำ
+
+```txt
+Email Notification
+Line Notification
+Mobile Push
+PDF Generation
+Report
+Dashboard KPI
+Parallel Approval
+Conditional Approval
+Escalation
+Delegation
+```
+
+---
+
+# Output
+
+สรุป:
+
+1. Files Added
+2. Files Modified
+3. Schema Added
+4. Approval APIs Added
+5. Approval UI Added
+6. Quotation Integration
+7. Permission Added
+8. Audit Integration
+9. Seed Added
+10. Remaining Risks
+11. Task G Readiness
+
+---
+
+# Definition of Done
+
+Task F ผ่านเมื่อ:
+
+✔ Approval workflow schema พร้อม
+
+✔ Approval request พร้อม
+
+✔ Approval actions พร้อม
+
+✔ Approval timeline พร้อม
+
+✔ Submit For Approval ใช้งานได้
+
+✔ Approve ใช้งานได้
+
+✔ Reject ใช้งานได้
+
+✔ Return ใช้งานได้
+
+✔ Quotation เชื่อม approval แล้ว
+
+✔ Audit ครบทุก approval action
+
+✔ Approval UI ใช้งานได้
+
+✔ ไม่ทำ notification
+
+✔ ไม่ทำ PDF
+
+✔ ไม่ทำ report
+
+✔ พร้อมเริ่ม Task G