pdf task-h

scripts/seed-task-h1-fixture.js

@@ -7,7 +7,10 @@ const TASK_H1_PASSWORD = 'TaskH1Pass!2026';
 const FIXTURE_CODES = {
   customer: 'CUS-TASK-H1',
   approvedQuotation: 'QT-TASK-H1-APPROVED',
-  draftQuotation: 'QT-TASK-H1-DRAFT'
+  draftQuotation: 'QT-TASK-H1-DRAFT',
+  auditQuotation: 'QT-H5-AUDIT',
+  billingCustomer: 'CUS-TASK-H5-BILL',
+  consultantCustomer: 'CUS-TASK-H5-CONSULT'
 };
 
 const FIXTURE_USERS = {
@@ -373,6 +376,88 @@ async function ensureCustomerAndContact(sql, organization, creatorId, optionIds)
   };
 }
 
+async function ensureRelatedCustomer(sql, organization, creatorId, optionIds, definition) {
+  const existing =
+    (
+      await sql`
+        select id
+        from crm_customers
+        where organization_id = ${organization.id}
+          and code = ${definition.code}
+        limit 1
+      `
+    )[0] ?? null;
+  const customerId = existing?.id ?? crypto.randomUUID();
+
+  if (existing) {
+    await sql`
+      update crm_customers
+      set
+        branch_id = ${optionIds.branchId},
+        name = ${definition.name},
+        abbr = ${definition.abbr},
+        tax_id = ${definition.taxId},
+        customer_type = ${optionIds.customerTypeCompanyId},
+        customer_status = ${optionIds.customerStatusActiveId},
+        address = ${definition.address},
+        phone = ${definition.phone},
+        email = ${definition.email},
+        lead_channel = ${optionIds.leadChannelSalesId},
+        customer_group = ${optionIds.customerGroupStandardId},
+        notes = ${definition.notes},
+        is_active = true,
+        deleted_at = null,
+        updated_at = now(),
+        updated_by = ${creatorId}
+      where id = ${customerId}
+    `;
+  } else {
+    await sql`
+      insert into crm_customers (
+        id,
+        organization_id,
+        branch_id,
+        code,
+        name,
+        abbr,
+        tax_id,
+        customer_type,
+        customer_status,
+        address,
+        phone,
+        email,
+        lead_channel,
+        customer_group,
+        notes,
+        is_active,
+        created_by,
+        updated_by
+      ) values (
+        ${customerId},
+        ${organization.id},
+        ${optionIds.branchId},
+        ${definition.code},
+        ${definition.name},
+        ${definition.abbr},
+        ${definition.taxId},
+        ${optionIds.customerTypeCompanyId},
+        ${optionIds.customerStatusActiveId},
+        ${definition.address},
+        ${definition.phone},
+        ${definition.email},
+        ${optionIds.leadChannelSalesId},
+        ${optionIds.customerGroupStandardId},
+        ${definition.notes},
+        true,
+        ${creatorId},
+        ${creatorId}
+      )
+    `;
+  }
+
+  return customerId;
+}
+
 async function upsertQuotation(sql, args) {
   const {
     organization,
@@ -382,7 +467,9 @@ async function upsertQuotation(sql, args) {
     customerId,
     contactId,
     code,
-    approved
+    approved,
+    fixtureProfile = 'h1',
+    projectParties = []
   } = args;
   const existing =
     (
@@ -397,9 +484,24 @@ async function upsertQuotation(sql, args) {
   const quotationId = existing?.id ?? crypto.randomUUID();
   const statusId = approved ? optionIds.quotationStatusApprovedId : optionIds.quotationStatusDraftId;
   const approvalNow = approved ? new Date().toISOString() : null;
-  const notes = approved
-    ? 'Approved quotation fixture for Task H.1 PDF stabilization.'
-    : 'Draft quotation fixture for Task H.1 negative API validation.';
+  const notes =
+    fixtureProfile === 'h5'
+      ? 'Approved quotation fixture for Task H.5 PDF mapping and parity audit.'
+      : approved
+        ? 'Approved quotation fixture for Task H.1 PDF stabilization.'
+        : 'Draft quotation fixture for Task H.1 negative API validation.';
+  const projectName =
+    fixtureProfile === 'h5'
+      ? 'Task H.5 Audit Fixture'
+      : approved
+        ? 'Task H.1 Approved PDF Fixture'
+        : 'Task H.1 Draft PDF Fixture';
+  const reference =
+    fixtureProfile === 'h5'
+      ? 'TASK-H5-AUDIT'
+      : approved
+        ? 'TASK-H1-APPROVED'
+        : 'TASK-H1-DRAFT';
 
   if (existing) {
     await sql`
@@ -412,10 +514,10 @@ async function upsertQuotation(sql, args) {
         quotation_date = ${'2026-06-16T00:00:00.000Z'},
         valid_until = ${'2026-07-16T00:00:00.000Z'},
         quotation_type = ${optionIds.quotationTypeServiceId},
-        project_name = ${approved ? 'Task H.1 Approved PDF Fixture' : 'Task H.1 Draft PDF Fixture'},
+        project_name = ${projectName},
         project_location = 'Bangkok HQ',
         attention = 'Task H.1 Contact',
-        reference = ${approved ? 'TASK-H1-APPROVED' : 'TASK-H1-DRAFT'},
+        reference = ${reference},
         notes = ${notes},
         status = ${statusId},
         revision = 0,
@@ -507,10 +609,10 @@ async function upsertQuotation(sql, args) {
         ${'2026-06-16T00:00:00.000Z'},
         ${'2026-07-16T00:00:00.000Z'},
         ${optionIds.quotationTypeServiceId},
-        ${approved ? 'Task H.1 Approved PDF Fixture' : 'Task H.1 Draft PDF Fixture'},
+        ${projectName},
         'Bangkok HQ',
         'Task H.1 Contact',
-        ${approved ? 'TASK-H1-APPROVED' : 'TASK-H1-DRAFT'},
+        ${reference},
         ${notes},
         ${statusId},
         0,
@@ -572,77 +674,170 @@ async function upsertQuotation(sql, args) {
   await sql`delete from crm_quotation_topics where quotation_id = ${quotationId}`;
   await sql`delete from crm_quotation_items where quotation_id = ${quotationId}`;
 
-  await sql`
-    insert into crm_quotation_items (
-      id,
-      organization_id,
-      quotation_id,
-      item_number,
-      product_type,
-      description,
-      quantity,
-      unit,
-      unit_price,
-      discount,
-      discount_type,
-      tax_rate,
-      total_price,
-      notes,
-      sort_order
-    ) values (
-      ${crypto.randomUUID()},
-      ${organization.id},
-      ${quotationId},
-      1,
-      ${optionIds.productTypeCraneId},
-      '1 set overhead crane with installation and commissioning',
-      1,
-      ${optionIds.unitSetId},
-      125000,
-      5000,
-      ${optionIds.discountPercentageId},
-      7,
-      120000,
-      'Smoke-test commercial line',
-      1
-    )
-  `;
+  const items =
+    fixtureProfile === 'h5'
+      ? [
+          {
+            itemNumber: 1,
+            description: '1 set overhead crane with installation and commissioning',
+            quantity: 1,
+            unitPrice: 125000,
+            discount: 5000,
+            totalPrice: 120000,
+            notes: 'Primary lifting package'
+          },
+          {
+            itemNumber: 2,
+            description: 'Load testing and safety certification',
+            quantity: 1,
+            unitPrice: 25000,
+            discount: 0,
+            totalPrice: 25000,
+            notes: 'Audit fixture support line'
+          },
+          {
+            itemNumber: 3,
+            description: 'Operator training and turnover documentation',
+            quantity: 2,
+            unitPrice: 8000,
+            discount: 0,
+            totalPrice: 16000,
+            notes: 'Audit fixture service line'
+          }
+        ]
+      : [
+          {
+            itemNumber: 1,
+            description: '1 set overhead crane with installation and commissioning',
+            quantity: 1,
+            unitPrice: 125000,
+            discount: 5000,
+            totalPrice: 120000,
+            notes: 'Smoke-test commercial line'
+          }
+        ];
 
-  await sql`
-    insert into crm_quotation_customers (
-      id,
-      organization_id,
-      quotation_id,
-      customer_id,
-      role,
-      is_primary
-    ) values (
-      ${crypto.randomUUID()},
-      ${organization.id},
-      ${quotationId},
-      ${customerId},
-      ${optionIds.customerRoleOwnerId},
-      true
-    )
-  `;
+  for (const [index, item] of items.entries()) {
+    await sql`
+      insert into crm_quotation_items (
+        id,
+        organization_id,
+        quotation_id,
+        item_number,
+        product_type,
+        description,
+        quantity,
+        unit,
+        unit_price,
+        discount,
+        discount_type,
+        tax_rate,
+        total_price,
+        notes,
+        sort_order
+      ) values (
+        ${crypto.randomUUID()},
+        ${organization.id},
+        ${quotationId},
+        ${item.itemNumber},
+        ${optionIds.productTypeCraneId},
+        ${item.description},
+        ${item.quantity},
+        ${optionIds.unitSetId},
+        ${item.unitPrice},
+        ${item.discount},
+        ${optionIds.discountPercentageId},
+        7,
+        ${item.totalPrice},
+        ${item.notes},
+        ${index + 1}
+      )
+    `;
+  }
 
-  const topics = [
-    {
-      typeId: optionIds.topicTypeScopeId,
-      title: 'Scope of work',
-      items: ['Supply crane equipment', 'Install and test the system']
-    },
-    {
-      typeId: optionIds.topicTypeExclusionId,
-      title: 'Exclusions',
-      items: ['Civil work by customer', 'Power feeder by customer']
-    },
-    {
-      typeId: optionIds.topicTypePaymentId,
-      title: 'Payment terms',
-      items: ['50% upon PO', '40% before delivery', '10% after commissioning']
-    }
-  ];
+  const resolvedProjectParties =
+    projectParties.length > 0
+      ? projectParties
+      : [
+          {
+            customerId,
+            role: optionIds.customerRoleCustomerId,
+            isPrimary: true
+          }
+        ];
+
+  for (const [index, party] of resolvedProjectParties.entries()) {
+    await sql`
+      insert into crm_quotation_customers (
+        id,
+        organization_id,
+        quotation_id,
+        customer_id,
+        role,
+        is_primary,
+        remark
+      ) values (
+        ${crypto.randomUUID()},
+        ${organization.id},
+        ${quotationId},
+        ${party.customerId},
+        ${party.role},
+        ${party.isPrimary},
+        ${party.remark ?? `Fixture party ${index + 1}`}
+      )
+    `;
+  }
+
+  const topics =
+    fixtureProfile === 'h5'
+      ? [
+          {
+            typeId: optionIds.topicTypeScopeId,
+            title: 'Scope',
+            items: [
+              'Supply crane equipment',
+              'Install and test the system',
+              'Perform SAT with project stakeholders'
+            ]
+          },
+          {
+            typeId: optionIds.topicTypeExclusionId,
+            title: 'Exclusion',
+            items: ['Civil work by customer', 'Power feeder by customer']
+          },
+          {
+            typeId: optionIds.topicTypePaymentId,
+            title: 'Payment',
+            items: ['50% upon PO', '40% before delivery', '10% after commissioning']
+          },
+          {
+            typeId: 'warranty',
+            title: 'Warranty',
+            items: ['12 months after commissioning', 'Consumables excluded']
+          },
+          {
+            typeId: 'delivery',
+            title: 'Delivery',
+            items: ['Within 60 days after approved drawing', 'Subject to final site readiness']
+          }
+        ]
+      : [
+          {
+            typeId: optionIds.topicTypeScopeId,
+            title: 'Scope of work',
+            items: ['Supply crane equipment', 'Install and test the system']
+          },
+          {
+            typeId: optionIds.topicTypeExclusionId,
+            title: 'Exclusions',
+            items: ['Civil work by customer', 'Power feeder by customer']
+          },
+          {
+            typeId: optionIds.topicTypePaymentId,
+            title: 'Payment terms',
+            items: ['50% upon PO', '40% before delivery', '10% after commissioning']
+          }
+        ];
 
   for (const [topicIndex, topic] of topics.entries()) {
     const topicId = crypto.randomUUID();
@@ -851,11 +1046,23 @@ async function main() {
         'crm_product_type',
         'crane'
       ),
-      customerRoleOwnerId: await resolveOptionId(
+      customerRoleCustomerId: await resolveOptionId(
         sql,
         organization.id,
-        'crm_quotation_customer_role',
-        'owner'
+        'crm_project_party_role',
+        'customer'
+      ),
+      customerRoleBillingCustomerId: await resolveOptionId(
+        sql,
+        organization.id,
+        'crm_project_party_role',
+        'billing_customer'
+      ),
+      customerRoleConsultantId: await resolveOptionId(
+        sql,
+        organization.id,
+        'crm_project_party_role',
+        'consultant'
       ),
       topicTypeScopeId: await resolveOptionId(
         sql,
@@ -884,6 +1091,32 @@ async function main() {
       creatorId,
       optionIds
     );
+    const billingCustomerId = await ensureRelatedCustomer(sql, organization, creatorId, optionIds, {
+      code: FIXTURE_CODES.billingCustomer,
+      name: 'Task H.5 Billing Customer',
+      abbr: 'TASKH5BILL',
+      taxId: '0105559002233',
+      address: '88 Audit Park Road, Bangkok 10240',
+      phone: '02-000-2000',
+      email: 'billing-customer@local.test',
+      notes: 'Billing customer for Task H.5 parity fixture'
+    });
+    const consultantCustomerId = await ensureRelatedCustomer(
+      sql,
+      organization,
+      creatorId,
+      optionIds,
+      {
+        code: FIXTURE_CODES.consultantCustomer,
+        name: 'Task H.5 Consultant',
+        abbr: 'TASKH5CONS',
+        taxId: '0105559003344',
+        address: '77 Review Lane, Bangkok 10110',
+        phone: '02-000-3000',
+        email: 'consultant-customer@local.test',
+        notes: 'Consultant customer for Task H.5 parity fixture'
+      }
+    );
 
     const users = {
       admin: await ensureUser(sql, organization, creatorId, FIXTURE_USERS.admin, 'Task H.1 Admin', {
@@ -930,6 +1163,37 @@ async function main() {
       code: FIXTURE_CODES.draftQuotation,
       approved: false
     });
+    const auditQuotationId = await upsertQuotation(sql, {
+      organization,
+      creatorId: users.admin.id,
+      workflow,
+      optionIds,
+      customerId,
+      contactId,
+      code: FIXTURE_CODES.auditQuotation,
+      approved: true,
+      fixtureProfile: 'h5',
+      projectParties: [
+        {
+          customerId,
+          role: optionIds.customerRoleCustomerId,
+          isPrimary: true,
+          remark: 'End customer'
+        },
+        {
+          customerId: billingCustomerId,
+          role: optionIds.customerRoleBillingCustomerId,
+          isPrimary: false,
+          remark: 'Billing customer'
+        },
+        {
+          customerId: consultantCustomerId,
+          role: optionIds.customerRoleConsultantId,
+          isPrimary: false,
+          remark: 'Consultant'
+        }
+      ]
+    });
 
     console.log(
       JSON.stringify(
@@ -939,6 +1203,8 @@ async function main() {
           approvedQuotationCode: FIXTURE_CODES.approvedQuotation,
           draftQuotationId,
           draftQuotationCode: FIXTURE_CODES.draftQuotation,
+          auditQuotationId,
+          auditQuotationCode: FIXTURE_CODES.auditQuotation,
           users,
           password: TASK_H1_PASSWORD
         },