alla-allaos-fullstack/docs/implementation/task-f-approval-production.md

Task F - Approval Production

Summary

Task F delivered the first production-ready approval workflow on top of the CRM foundation, starting with quotation approval and keeping the service layer generic enough for future enquiry, PR, PO, and document flows.

Delivered Scope

• Added approval persistence tables in src/db/schema.ts.
• Seeded the quotation_standard_approval workflow with sequential sales_manager -> department_manager -> top_manager steps in src/db/seeds/foundation.seed.ts.
• Added generic approval feature APIs in:
  • src/features/foundation/approval/types.ts
  • src/features/foundation/approval/service.ts
  • src/features/foundation/approval/queries.ts
  • src/features/foundation/approval/mutations.ts
  • src/features/foundation/approval/server/service.ts
• Added production routes:
  • 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
• Added production approvals UI:
  • list page src/app/dashboard/crm/approvals/page.tsx
  • detail page src/app/dashboard/crm/approvals/[id]/page.tsx
  • reusable approval panels in src/features/foundation/approval/components/
• Replaced the quotation approval placeholder with a real approval tab in src/features/crm/quotations/components/quotation-detail.tsx and src/features/crm/quotations/components/quotation-approval-tab.tsx.
• Added approval permissions and business roles in src/lib/auth/rbac.ts.
• Updated side navigation and search-param plumbing in:
  • src/config/nav-config.ts
  • src/lib/searchparams.ts

Behavioral Notes

• Quotation submission validates draft or revised status, active customer linkage, and at least one quotation item before opening an approval request.
• Final approval promotes quotation status to approved.
• Reject moves quotation status to rejected.
• Return or cancel sends quotation back to draft.
• Approval actions are audited under crm_approval_request and crm_approval_action.

Follow-up

• Run schema generation and migration creation after reviewing the new tables.
• Seed or sync membership permission arrays if non-admin approvers need the new approval permissions immediately in existing environments.