dealer claim tab added some information mapped on overview tab and also fist approve can take action

docs/CLAIM_MANAGEMENT_APPROVER_MAPPING.md

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+# Claim Management - Approver Mapping Documentation
+
+## Overview
+
+The Claim Management workflow has **8 fixed steps** with specific approvers and action types. This document explains how approvers are mapped when a claim request is created.
+
+## 8-Step Workflow Structure
+
+### Step 1: Dealer Proposal Submission
+- **Approver Type**: Dealer (External)
+- **Action Type**: **SUBMIT** (Dealer submits proposal documents)
+- **TAT**: 72 hours
+- **Mapping**: Uses `dealerEmail` from claim data
+- **Status**: PENDING (waiting for dealer to submit)
+
+### Step 2: Requestor Evaluation
+- **Approver Type**: Initiator (Internal RE Employee)
+- **Action Type**: **APPROVE/REJECT** (Requestor reviews dealer proposal)
+- **TAT**: 48 hours
+- **Mapping**: Uses `initiatorId` (the person who created the request)
+- **Status**: PENDING (waiting for requestor to evaluate)
+
+### Step 3: Department Lead Approval
+- **Approver Type**: Department Lead (Internal RE Employee)
+- **Action Type**: **APPROVE/REJECT** (Department lead approves and blocks IO budget)
+- **TAT**: 72 hours
+- **Mapping**: 
+  - Option 1: Find user with role `MANAGEMENT` in same department as initiator
+  - Option 2: Use initiator's `manager` field from User model
+  - Option 3: Find user with designation containing "Lead" or "Head" in same department
+- **Status**: PENDING (waiting for department lead approval)
+
+### Step 4: Activity Creation
+- **Approver Type**: System (Auto-processed)
+- **Action Type**: **AUTO** (System automatically creates activity)
+- **TAT**: 1 hour
+- **Mapping**: System user (`system@royalenfield.com`)
+- **Status**: Auto-approved when triggered
+
+### Step 5: Dealer Completion Documents
+- **Approver Type**: Dealer (External)
+- **Action Type**: **SUBMIT** (Dealer submits completion documents)
+- **TAT**: 120 hours
+- **Mapping**: Uses `dealerEmail` from claim data
+- **Status**: PENDING (waiting for dealer to submit)
+
+### Step 6: Requestor Claim Approval
+- **Approver Type**: Initiator (Internal RE Employee)
+- **Action Type**: **APPROVE/REJECT** (Requestor approves completion)
+- **TAT**: 48 hours
+- **Mapping**: Uses `initiatorId`
+- **Status**: PENDING (waiting for requestor approval)
+
+### Step 7: E-Invoice Generation
+- **Approver Type**: System (Auto-processed via DMS)
+- **Action Type**: **AUTO** (System generates e-invoice via DMS integration)
+- **TAT**: 1 hour
+- **Mapping**: System user (`system@royalenfield.com`)
+- **Status**: Auto-approved when triggered
+
+### Step 8: Credit Note Confirmation
+- **Approver Type**: Finance Team (Internal RE Employee)
+- **Action Type**: **APPROVE/REJECT** (Finance confirms credit note)
+- **TAT**: 48 hours
+- **Mapping**: 
+  - Option 1: Find user with role `MANAGEMENT` and department contains "Finance"
+  - Option 2: Find user with designation containing "Finance" or "Accountant"
+  - Option 3: Use configured finance team email from admin settings
+- **Status**: PENDING (waiting for finance confirmation)
+- **Is Final Approver**: Yes (final step)
+
+## Current Implementation Issues
+
+### Problems:
+1. **Step 1 & 5**: Dealer email not being used - using placeholder UUID
+2. **Step 3**: Department Lead not resolved - using placeholder UUID
+3. **Step 8**: Finance team not resolved - using placeholder UUID
+4. **All steps**: Using initiator email for non-initiator steps
+
+### Impact:
+- Steps 1, 3, 5, 8 won't have correct approvers assigned
+- Notifications won't be sent to correct users
+- Workflow will be stuck waiting for non-existent approvers
+
+## Action Types Summary
+
+| Step | Action Type | Description |
+|------|-------------|-------------|
+| 1 | SUBMIT | Dealer submits proposal (not approve/reject) |
+| 2 | APPROVE/REJECT | Requestor evaluates proposal |
+| 3 | APPROVE/REJECT | Department Lead approves and blocks budget |
+| 4 | AUTO | System creates activity automatically |
+| 5 | SUBMIT | Dealer submits completion documents |
+| 6 | APPROVE/REJECT | Requestor approves completion |
+| 7 | AUTO | System generates e-invoice via DMS |
+| 8 | APPROVE/REJECT | Finance confirms credit note (FINAL) |
+
+## Approver Resolution Logic
+
+### For Dealer Steps (1, 5):
+```typescript
+// Use dealer email from claim data
+const dealerEmail = claimData.dealerEmail;
+// Find or create dealer user (if dealer is external, may need special handling)
+const dealerUser = await User.findOne({ where: { email: dealerEmail } });
+// If dealer doesn't exist in system, create participant entry
+```
+
+### For Department Lead (Step 3):
+```typescript
+// Priority order:
+1. Find user with same department and role = 'MANAGEMENT'
+2. Use initiator.manager field to find manager
+3. Find user with designation containing "Lead" or "Head" in same department
+4. Fallback: Use initiator's manager email from User model
+```
+
+### For Finance Team (Step 8):
+```typescript
+// Priority order:
+1. Find user with department containing "Finance" and role = 'MANAGEMENT'
+2. Find user with designation containing "Finance" or "Accountant"
+3. Use configured finance team email from admin_configurations table
+4. Fallback: Use default finance email (e.g., finance@royalenfield.com)
+```
+
+## Next Steps
+
+The `createClaimApprovalLevels()` method needs to be updated to:
+1. Accept `dealerEmail` parameter
+2. Resolve Department Lead dynamically
+3. Resolve Finance team member dynamically
+4. Handle cases where approvers don't exist in the system
+

docs/COST_BREAKUP_TABLE_ARCHITECTURE.md

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+# Cost Breakup Table Architecture
+
+## Overview
+
+This document describes the enhanced architecture for storing cost breakups in the Dealer Claim Management system. Instead of storing cost breakups as JSONB arrays, we now use a dedicated relational table for better querying, reporting, and data integrity.
+
+## Architecture Decision
+
+### Previous Approach (JSONB)
+- **Storage**: Cost breakups stored as JSONB array in `dealer_proposal_details.cost_breakup`
+- **Limitations**:
+  - Difficult to query individual cost items
+  - Hard to update specific items
+  - Not ideal for reporting and analytics
+  - No referential integrity
+
+### New Approach (Separate Table)
+- **Storage**: Dedicated `dealer_proposal_cost_items` table
+- **Benefits**:
+  - Better querying and filtering capabilities
+  - Easier to update individual cost items
+  - Better for analytics and reporting
+  - Maintains referential integrity
+  - Supports proper ordering of items
+
+## Database Schema
+
+### Table: `dealer_proposal_cost_items`
+
+```sql
+CREATE TABLE dealer_proposal_cost_items (
+  cost_item_id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+  proposal_id UUID NOT NULL REFERENCES dealer_proposal_details(proposal_id) ON DELETE CASCADE,
+  request_id UUID NOT NULL REFERENCES workflow_requests(request_id) ON DELETE CASCADE,
+  item_description VARCHAR(500) NOT NULL,
+  amount DECIMAL(15, 2) NOT NULL,
+  item_order INTEGER NOT NULL DEFAULT 0,
+  created_at TIMESTAMP NOT NULL DEFAULT NOW(),
+  updated_at TIMESTAMP NOT NULL DEFAULT NOW()
+);
+```
+
+**Indexes**:
+- `idx_proposal_cost_items_proposal_id` on `proposal_id`
+- `idx_proposal_cost_items_request_id` on `request_id`
+- `idx_proposal_cost_items_proposal_order` on `(proposal_id, item_order)`
+
+## Backward Compatibility
+
+The system maintains backward compatibility by:
+1. **Dual Storage**: Still saves cost breakups to JSONB field for backward compatibility
+2. **Smart Retrieval**: When fetching proposal details:
+   - First tries to get cost items from the new table
+   - Falls back to JSONB field if table is empty
+3. **Migration**: Automatically migrates existing JSONB data to the new table during migration
+
+## API Response Format
+
+The API always returns cost breakups as an array, regardless of storage method:
+
+```json
+{
+  "proposalDetails": {
+    "proposalId": "uuid",
+    "costBreakup": [
+      {
+        "description": "Item 1",
+        "amount": 10000
+      },
+      {
+        "description": "Item 2",
+        "amount": 20000
+      }
+    ],
+    "costItems": [
+      {
+        "costItemId": "uuid",
+        "itemDescription": "Item 1",
+        "amount": 10000,
+        "itemOrder": 0
+      }
+    ]
+  }
+}
+```
+
+## Implementation Details
+
+### Saving Cost Items
+
+When a proposal is submitted:
+
+1. Save proposal details to `dealer_proposal_details` (with JSONB for backward compatibility)
+2. Delete existing cost items for the proposal (if updating)
+3. Insert new cost items into `dealer_proposal_cost_items` table
+4. Items are ordered by `itemOrder` field
+
+### Retrieving Cost Items
+
+When fetching proposal details:
+
+1. Query `dealer_proposal_details` with `include` for `costItems`
+2. If cost items exist in the table, use them
+3. If not, fall back to parsing JSONB `costBreakup` field
+4. Always return as a normalized array format
+
+## Migration
+
+The migration (`20251210-create-proposal-cost-items-table.ts`):
+1. Creates the new table
+2. Creates indexes for performance
+3. Migrates existing JSONB data to the new table automatically
+4. Handles errors gracefully (doesn't fail if migration of existing data fails)
+
+## Model Associations
+
+```typescript
+DealerProposalDetails.hasMany(DealerProposalCostItem, {
+  as: 'costItems',
+  foreignKey: 'proposalId',
+  sourceKey: 'proposalId'
+});
+
+DealerProposalCostItem.belongsTo(DealerProposalDetails, {
+  as: 'proposal',
+  foreignKey: 'proposalId',
+  targetKey: 'proposalId'
+});
+```
+
+## Benefits for Frontend
+
+1. **Consistent Format**: Always receives cost breakups as an array
+2. **No Changes Required**: Frontend code doesn't need to change
+3. **Better Performance**: Can query specific cost items if needed
+4. **Future Extensibility**: Easy to add features like:
+   - Cost item categories
+   - Approval status per item
+   - Historical tracking of cost changes
+
+## Future Enhancements
+
+Potential future improvements:
+- Add `category` field to cost items
+- Add `approved_amount` vs `requested_amount` for budget approval workflows
+- Add `notes` field for item-level comments
+- Add audit trail for cost item changes
+- Add `is_approved` flag for individual item approval
+

docs/DEALER_USER_ARCHITECTURE.md

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+# Dealer User Architecture
+
+## Overview
+
+**Dealers and regular users are stored in the SAME `users` table.** This is the correct approach because dealers ARE users in the system - they login via SSO, participate in workflows, receive notifications, etc.
+
+## Why Single Table?
+
+### ✅ Advantages:
+1. **Unified Authentication**: Dealers login via the same Okta SSO as regular users
+2. **Shared Functionality**: Dealers need all user features (notifications, workflow participation, etc.)
+3. **Simpler Architecture**: No need for joins or complex queries
+4. **Data Consistency**: Single source of truth for all users
+5. **Workflow Integration**: Dealers can be approvers, participants, or action takers seamlessly
+
+### ❌ Why NOT Separate Table:
+- Would require complex joins for every query
+- Data duplication (email, name, etc. in both tables)
+- Dealers still need user authentication and permissions
+- More complex to maintain
+
+## How Dealers Are Identified
+
+Dealers are identified using **three criteria** (any one matches):
+
+1. **`employeeId` field starts with `'RE-'`** (e.g., `RE-MH-001`, `RE-DL-002`)
+   - This is the **primary identifier** for dealers
+   - Dealer code is stored in `employeeId` field
+
+2. **`designation` contains `'dealer'`** (case-insensitive)
+   - Example: `"Dealer"`, `"Senior Dealer"`, etc.
+
+3. **`department` contains `'dealer'`** (case-insensitive)
+   - Example: `"Dealer Operations"`, `"Dealer Management"`, etc.
+
+## Database Schema
+
+```sql
+users {
+    user_id UUID PK
+    email VARCHAR(255) UNIQUE
+    okta_sub VARCHAR(100) UNIQUE  -- From Okta SSO
+    employee_id VARCHAR(50)        -- For dealers: stores dealer code (RE-MH-001)
+    display_name VARCHAR(255)
+    designation VARCHAR(255)       -- For dealers: "Dealer"
+    department VARCHAR(255)        -- For dealers: "Dealer Operations"
+    role ENUM('USER', 'MANAGEMENT', 'ADMIN')
+    is_active BOOLEAN
+    -- ... other user fields
+}
+```
+
+## Example Data
+
+### Regular User:
+```json
+{
+  "userId": "uuid-1",
+  "email": "john.doe@royalenfield.com",
+  "employeeId": "E12345",  // Regular employee ID
+  "designation": "Software Engineer",
+  "department": "IT",
+  "role": "USER"
+}
+```
+
+### Dealer User:
+```json
+{
+  "userId": "uuid-2",
+  "email": "test.2@royalenfield.com",
+  "employeeId": "RE-MH-001",  // Dealer code stored here
+  "designation": "Dealer",
+  "department": "Dealer Operations",
+  "role": "USER"
+}
+```
+
+## Querying Dealers
+
+The `dealer.service.ts` uses these filters to find dealers:
+
+```typescript
+User.findAll({
+  where: {
+    [Op.or]: [
+      { designation: { [Op.iLike]: '%dealer%' } },
+      { employeeId: { [Op.like]: 'RE-%' } },
+      { department: { [Op.iLike]: '%dealer%' } },
+    ],
+    isActive: true,
+  }
+});
+```
+
+## Seed Script Behavior
+
+When running `npm run seed:dealers`:
+
+1. **If user exists (from Okta SSO)**:
+   - ✅ Preserves `oktaSub` (real Okta subject ID)
+   - ✅ Preserves `role` (from Okta)
+   - ✅ Updates `employeeId` with dealer code
+   - ✅ Updates `designation` to "Dealer" (if not already)
+   - ✅ Updates `department` to "Dealer Operations" (if not already)
+
+2. **If user doesn't exist**:
+   - Creates placeholder user
+   - Sets `oktaSub` to `dealer-{code}-pending-sso`
+   - When dealer logs in via SSO, `oktaSub` gets updated automatically
+
+## Workflow Integration
+
+Dealers participate in workflows just like regular users:
+
+- **As Approvers**: In Steps 1 & 5 of claim management workflow
+- **As Participants**: Can be added to any workflow
+- **As Action Takers**: Can submit proposals, completion documents, etc.
+
+The system identifies them as dealers by checking `employeeId` starting with `'RE-'` or `designation` containing `'dealer'`.
+
+## API Endpoints
+
+- `GET /api/v1/dealers` - Get all dealers (filters users table)
+- `GET /api/v1/dealers/code/:dealerCode` - Get dealer by code
+- `GET /api/v1/dealers/email/:email` - Get dealer by email
+- `GET /api/v1/dealers/search?q=term` - Search dealers
+
+All endpoints query the same `users` table with dealer-specific filters.
+
+## Conclusion
+
+**✅ Single `users` table is the correct approach.** No separate dealer table needed. Dealers are users with special identification markers (dealer code in `employeeId`, dealer designation, etc.).
+

docs/EXTENSIBLE_WORKFLOW_ARCHITECTURE.md

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+# Extensible Workflow Architecture Plan
+## Supporting Multiple Template Types (Claim Management, Non-Templatized, Future Templates)
+
+## Overview
+
+This document outlines how to design the backend architecture to support:
+1. **Unified Request System**: All requests (templatized, non-templatized, claim management) use the same `workflow_requests` table
+2. **Template Identification**: Distinguish between different workflow types
+3. **Extensibility**: Easy addition of new templates by admins without code changes
+4. **Unified Views**: All requests appear in "My Requests", "Open Requests", etc. automatically
+
+---
+
+## Architecture Principles
+
+### 1. **Single Source of Truth: `workflow_requests` Table**
+
+All requests, regardless of type, are stored in the same table:
+
+```sql
+workflow_requests {
+    request_id UUID PK
+    request_number VARCHAR(20) UK
+    initiator_id UUID FK
+    template_type VARCHAR(20)        -- 'CUSTOM' | 'TEMPLATE' (high-level)
+    workflow_type VARCHAR(50)        -- 'NON_TEMPLATIZED' | 'CLAIM_MANAGEMENT' | 'DEALER_ONBOARDING' | etc.
+    template_id UUID FK (nullable)    -- Reference to workflow_templates if using admin template
+    title VARCHAR(500)
+    description TEXT
+    status workflow_status
+    current_level INTEGER
+    total_levels INTEGER
+    -- ... common fields
+}
+```
+
+**Key Fields:**
+- `template_type`: High-level classification ('CUSTOM' for user-created, 'TEMPLATE' for admin templates)
+- `workflow_type`: Specific workflow identifier (e.g., 'CLAIM_MANAGEMENT', 'NON_TEMPLATIZED')
+- `template_id`: Optional reference to `workflow_templates` table if using an admin-created template
+
+### 2. **Template-Specific Data Storage**
+
+Each workflow type can have its own extension table for type-specific data:
+
+```sql
+-- For Claim Management
+dealer_claim_details {
+    claim_id UUID PK
+    request_id UUID FK -> workflow_requests(request_id)
+    activity_name VARCHAR(500)
+    activity_type VARCHAR(100)
+    dealer_code VARCHAR(50)
+    dealer_name VARCHAR(200)
+    dealer_email VARCHAR(255)
+    dealer_phone VARCHAR(20)
+    dealer_address TEXT
+    activity_date DATE
+    location VARCHAR(255)
+    period_start_date DATE
+    period_end_date DATE
+    estimated_budget DECIMAL(15,2)
+    closed_expenses DECIMAL(15,2)
+    io_number VARCHAR(50)
+    io_blocked_amount DECIMAL(15,2)
+    sap_document_number VARCHAR(100)
+    dms_number VARCHAR(100)
+    e_invoice_number VARCHAR(100)
+    credit_note_number VARCHAR(100)
+    -- ... claim-specific fields
+}
+
+-- For Non-Templatized (if needed)
+non_templatized_details {
+    detail_id UUID PK
+    request_id UUID FK -> workflow_requests(request_id)
+    custom_fields JSONB  -- Flexible storage for any custom data
+    -- ... any specific fields
+}
+
+-- For Future Templates
+-- Each new template can have its own extension table
+```
+
+### 3. **Workflow Templates Table (Admin-Created Templates)**
+
+```sql
+workflow_templates {
+    template_id UUID PK
+    template_name VARCHAR(200)        -- Display name: "Claim Management", "Dealer Onboarding"
+    template_code VARCHAR(50) UK       -- Unique identifier: "CLAIM_MANAGEMENT", "DEALER_ONBOARDING"
+    template_description TEXT
+    template_category VARCHAR(100)     -- "Dealer Operations", "HR", "Finance", etc.
+    workflow_type VARCHAR(50)          -- Maps to workflow_requests.workflow_type
+    approval_levels_config JSONB       -- Step definitions, TAT, roles, etc.
+    default_tat_hours DECIMAL(10,2)
+    form_fields_config JSONB           -- Form field definitions for wizard
+    is_active BOOLEAN
+    is_system_template BOOLEAN         -- True for built-in (Claim Management), False for admin-created
+    created_by UUID FK
+    created_at TIMESTAMP
+    updated_at TIMESTAMP
+}
+```
+
+---
+
+## Database Schema Changes
+
+### Migration: Add Workflow Type Support
+
+```sql
+-- Migration: 20251210-add-workflow-type-support.ts
+
+-- 1. Add workflow_type column to workflow_requests
+ALTER TABLE workflow_requests 
+ADD COLUMN IF NOT EXISTS workflow_type VARCHAR(50) DEFAULT 'NON_TEMPLATIZED';
+
+-- 2. Add template_id column (nullable, for admin templates)
+ALTER TABLE workflow_requests 
+ADD COLUMN IF NOT EXISTS template_id UUID REFERENCES workflow_templates(template_id);
+
+-- 3. Create index for workflow_type
+CREATE INDEX IF NOT EXISTS idx_workflow_requests_workflow_type 
+ON workflow_requests(workflow_type);
+
+-- 4. Create index for template_id
+CREATE INDEX IF NOT EXISTS idx_workflow_requests_template_id 
+ON workflow_requests(template_id);
+
+-- 5. Create dealer_claim_details table
+CREATE TABLE IF NOT EXISTS dealer_claim_details (
+    claim_id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    request_id UUID NOT NULL UNIQUE REFERENCES workflow_requests(request_id) ON DELETE CASCADE,
+    activity_name VARCHAR(500) NOT NULL,
+    activity_type VARCHAR(100) NOT NULL,
+    dealer_code VARCHAR(50) NOT NULL,
+    dealer_name VARCHAR(200) NOT NULL,
+    dealer_email VARCHAR(255),
+    dealer_phone VARCHAR(20),
+    dealer_address TEXT,
+    activity_date DATE,
+    location VARCHAR(255),
+    period_start_date DATE,
+    period_end_date DATE,
+    estimated_budget DECIMAL(15,2),
+    closed_expenses DECIMAL(15,2),
+    io_number VARCHAR(50),
+    io_available_balance DECIMAL(15,2),
+    io_blocked_amount DECIMAL(15,2),
+    io_remaining_balance DECIMAL(15,2),
+    sap_document_number VARCHAR(100),
+    dms_number VARCHAR(100),
+    e_invoice_number VARCHAR(100),
+    e_invoice_date DATE,
+    credit_note_number VARCHAR(100),
+    credit_note_date DATE,
+    credit_note_amount DECIMAL(15,2),
+    created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
+);
+
+CREATE INDEX idx_dealer_claim_details_request_id ON dealer_claim_details(request_id);
+CREATE INDEX idx_dealer_claim_details_dealer_code ON dealer_claim_details(dealer_code);
+
+-- 6. Create proposal_details table (Step 1: Dealer Proposal)
+CREATE TABLE IF NOT EXISTS dealer_proposal_details (
+    proposal_id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    request_id UUID NOT NULL REFERENCES workflow_requests(request_id) ON DELETE CASCADE,
+    proposal_document_path VARCHAR(500),
+    proposal_document_url VARCHAR(500),
+    cost_breakup JSONB,  -- Array of {description, amount}
+    total_estimated_budget DECIMAL(15,2),
+    timeline_mode VARCHAR(10),  -- 'date' | 'days'
+    expected_completion_date DATE,
+    expected_completion_days INTEGER,
+    dealer_comments TEXT,
+    submitted_at TIMESTAMP WITH TIME ZONE,
+    created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
+);
+
+CREATE INDEX idx_dealer_proposal_details_request_id ON dealer_proposal_details(request_id);
+
+-- 7. Create completion_documents table (Step 5: Dealer Completion)
+CREATE TABLE IF NOT EXISTS dealer_completion_details (
+    completion_id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    request_id UUID NOT NULL REFERENCES workflow_requests(request_id) ON DELETE CASCADE,
+    activity_completion_date DATE NOT NULL,
+    number_of_participants INTEGER,
+    closed_expenses JSONB,  -- Array of {description, amount}
+    total_closed_expenses DECIMAL(15,2),
+    completion_documents JSONB,  -- Array of document references
+    activity_photos JSONB,  -- Array of photo references
+    submitted_at TIMESTAMP WITH TIME ZONE,
+    created_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP WITH TIME ZONE DEFAULT CURRENT_TIMESTAMP
+);
+
+CREATE INDEX idx_dealer_completion_details_request_id ON dealer_completion_details(request_id);
+```
+
+---
+
+## Model Updates
+
+### 1. Update WorkflowRequest Model
+
+```typescript
+// Re_Backend/src/models/WorkflowRequest.ts
+
+interface WorkflowRequestAttributes {
+  requestId: string;
+  requestNumber: string;
+  initiatorId: string;
+  templateType: 'CUSTOM' | 'TEMPLATE';
+  workflowType: string;  // NEW: 'NON_TEMPLATIZED' | 'CLAIM_MANAGEMENT' | etc.
+  templateId?: string;   // NEW: Reference to workflow_templates
+  title: string;
+  description: string;
+  // ... existing fields
+}
+
+// Add association
+WorkflowRequest.hasOne(DealerClaimDetails, {
+  as: 'claimDetails',
+  foreignKey: 'requestId',
+  sourceKey: 'requestId'
+});
+```
+
+### 2. Create DealerClaimDetails Model
+
+```typescript
+// Re_Backend/src/models/DealerClaimDetails.ts
+
+import { DataTypes, Model } from 'sequelize';
+import { sequelize } from '@config/database';
+import { WorkflowRequest } from './WorkflowRequest';
+
+interface DealerClaimDetailsAttributes {
+  claimId: string;
+  requestId: string;
+  activityName: string;
+  activityType: string;
+  dealerCode: string;
+  dealerName: string;
+  // ... all claim-specific fields
+}
+
+class DealerClaimDetails extends Model<DealerClaimDetailsAttributes> {
+  public claimId!: string;
+  public requestId!: string;
+  // ... fields
+}
+
+DealerClaimDetails.init({
+  claimId: {
+    type: DataTypes.UUID,
+    defaultValue: DataTypes.UUIDV4,
+    primaryKey: true,
+    field: 'claim_id'
+  },
+  requestId: {
+    type: DataTypes.UUID,
+    allowNull: false,
+    unique: true,
+    field: 'request_id',
+    references: {
+      model: 'workflow_requests',
+      key: 'request_id'
+    }
+  },
+  // ... all other fields
+}, {
+  sequelize,
+  modelName: 'DealerClaimDetails',
+  tableName: 'dealer_claim_details',
+  timestamps: true
+});
+
+// Association
+DealerClaimDetails.belongsTo(WorkflowRequest, {
+  as: 'workflowRequest',
+  foreignKey: 'requestId',
+  targetKey: 'requestId'
+});
+
+export { DealerClaimDetails };
+```
+
+---
+
+## Service Layer Pattern
+
+### 1. Template-Aware Service Factory
+
+```typescript
+// Re_Backend/src/services/templateService.factory.ts
+
+import { WorkflowRequest } from '../models/WorkflowRequest';
+import { DealerClaimService } from './dealerClaim.service';
+import { NonTemplatizedService } from './nonTemplatized.service';
+
+export class TemplateServiceFactory {
+  static getService(workflowType: string) {
+    switch (workflowType) {
+      case 'CLAIM_MANAGEMENT':
+        return new DealerClaimService();
+      case 'NON_TEMPLATIZED':
+        return new NonTemplatizedService();
+      default:
+        // For future templates, use a generic service or throw error
+        throw new Error(`Unsupported workflow type: ${workflowType}`);
+    }
+  }
+
+  static async getRequestDetails(requestId: string) {
+    const request = await WorkflowRequest.findByPk(requestId);
+    if (!request) return null;
+
+    const service = this.getService(request.workflowType);
+    return service.getRequestDetails(request);
+  }
+}
+```
+
+### 2. Unified Workflow Service (No Changes Needed)
+
+The existing `WorkflowService.listMyRequests()` and `listOpenForMe()` methods will **automatically** include all request types because they query `workflow_requests` table without filtering by `workflow_type`.
+
+```typescript
+// Existing code works as-is - no changes needed!
+async listMyRequests(userId: string, page: number, limit: number, filters?: {...}) {
+  // This query automatically includes ALL workflow types
+  const requests = await WorkflowRequest.findAll({
+    where: {
+      initiatorId: userId,
+      isDraft: false,
+      // ... filters
+      // NO workflow_type filter - includes everything!
+    }
+  });
+  return requests;
+}
+```
+
+---
+
+## API Endpoints
+
+### 1. Create Claim Management Request
+
+```typescript
+// Re_Backend/src/controllers/dealerClaim.controller.ts
+
+async createClaimRequest(req: AuthenticatedRequest, res: Response) {
+  const userId = req.user?.userId;
+  const {
+    activityName,
+    activityType,
+    dealerCode,
+    // ... claim-specific fields
+  } = req.body;
+
+  // 1. Create workflow request (common)
+  const workflowRequest = await WorkflowRequest.create({
+    initiatorId: userId,
+    templateType: 'CUSTOM',
+    workflowType: 'CLAIM_MANAGEMENT',  // Identify as claim
+    title: `${activityName} - Claim Request`,
+    description: req.body.requestDescription,
+    totalLevels: 8,  // Fixed 8-step workflow
+    // ... other common fields
+  });
+
+  // 2. Create claim-specific details
+  const claimDetails = await DealerClaimDetails.create({
+    requestId: workflowRequest.requestId,
+    activityName,
+    activityType,
+    dealerCode,
+    // ... claim-specific fields
+  });
+
+  // 3. Create approval levels (8 steps)
+  await this.createClaimApprovalLevels(workflowRequest.requestId);
+
+  return ResponseHandler.success(res, {
+    request: workflowRequest,
+    claimDetails
+  });
+}
+```
+
+### 2. Get Request Details (Template-Aware)
+
+```typescript
+async getRequestDetails(req: Request, res: Response) {
+  const { requestId } = req.params;
+  
+  const request = await WorkflowRequest.findByPk(requestId, {
+    include: [
+      { model: User, as: 'initiator' },
+      // Conditionally include template-specific data
+      ...(request.workflowType === 'CLAIM_MANAGEMENT' 
+        ? [{ model: DealerClaimDetails, as: 'claimDetails' }]
+        : [])
+    ]
+  });
+
+  // Use factory to get template-specific service
+  const templateService = TemplateServiceFactory.getService(request.workflowType);
+  const enrichedDetails = await templateService.enrichRequestDetails(request);
+
+  return ResponseHandler.success(res, enrichedDetails);
+}
+```
+
+---
+
+## Frontend Integration
+
+### 1. Request List Views (No Changes Needed)
+
+The existing "My Requests" and "Open Requests" pages will automatically show all request types because the backend doesn't filter by `workflow_type`.
+
+```typescript
+// Frontend: MyRequests.tsx - No changes needed!
+const fetchMyRequests = async () => {
+  const result = await workflowApi.listMyInitiatedWorkflows({
+    page,
+    limit: itemsPerPage
+  });
+  // Returns ALL request types automatically
+};
+```
+
+### 2. Request Detail Page (Template-Aware Rendering)
+
+```typescript
+// Frontend: RequestDetail.tsx
+
+const RequestDetail = ({ requestId }) => {
+  const request = useRequestDetails(requestId);
+  
+  // Render based on workflow type
+  if (request.workflowType === 'CLAIM_MANAGEMENT') {
+    return <ClaimManagementDetail request={request} />;
+  } else if (request.workflowType === 'NON_TEMPLATIZED') {
+    return <NonTemplatizedDetail request={request} />;
+  } else {
+    // Future templates - use generic renderer or template config
+    return <GenericWorkflowDetail request={request} />;
+  }
+};
+```
+
+---
+
+## Adding New Templates (Future)
+
+### Step 1: Admin Creates Template in UI
+
+1. Admin goes to "Template Management" page
+2. Creates new template with:
+   - Template name: "Vendor Payment"
+   - Template code: "VENDOR_PAYMENT"
+   - Approval levels configuration
+   - Form fields configuration
+
+### Step 2: Database Entry Created
+
+```sql
+INSERT INTO workflow_templates (
+  template_name,
+  template_code,
+  workflow_type,
+  approval_levels_config,
+  form_fields_config,
+  is_active,
+  is_system_template
+) VALUES (
+  'Vendor Payment',
+  'VENDOR_PAYMENT',
+  'VENDOR_PAYMENT',
+  '{"levels": [...], "tat": {...}}'::jsonb,
+  '{"fields": [...]}'::jsonb,
+  true,
+  false  -- Admin-created, not system template
+);
+```
+
+### Step 3: Create Extension Table (If Needed)
+
+```sql
+CREATE TABLE vendor_payment_details (
+    payment_id UUID PRIMARY KEY,
+    request_id UUID UNIQUE REFERENCES workflow_requests(request_id),
+    vendor_code VARCHAR(50),
+    invoice_number VARCHAR(100),
+    payment_amount DECIMAL(15,2),
+    -- ... vendor-specific fields
+);
+```
+
+### Step 4: Create Service (Optional - Can Use Generic Service)
+
+```typescript
+// Re_Backend/src/services/vendorPayment.service.ts
+
+export class VendorPaymentService {
+  async getRequestDetails(request: WorkflowRequest) {
+    const paymentDetails = await VendorPaymentDetails.findOne({
+      where: { requestId: request.requestId }
+    });
+    
+    return {
+      ...request.toJSON(),
+      paymentDetails
+    };
+  }
+}
+
+// Update factory
+TemplateServiceFactory.getService(workflowType: string) {
+  switch (workflowType) {
+    case 'VENDOR_PAYMENT':
+      return new VendorPaymentService();
+    // ... existing cases
+  }
+}
+```
+
+### Step 5: Frontend Component (Optional)
+
+```typescript
+// Frontend: components/VendorPaymentDetail.tsx
+
+export function VendorPaymentDetail({ request }) {
+  // Render vendor payment specific UI
+}
+```
+
+---
+
+## Benefits of This Architecture
+
+1. **Unified Data Model**: All requests in one table, easy to query
+2. **Automatic Inclusion**: My Requests/Open Requests show all types automatically
+3. **Extensibility**: Add new templates without modifying existing code
+4. **Type Safety**: Template-specific data in separate tables
+5. **Flexibility**: Support both system templates and admin-created templates
+6. **Backward Compatible**: Existing non-templatized requests continue to work
+
+---
+
+## Migration Strategy
+
+1. **Phase 1**: Add `workflow_type` column, set default to 'NON_TEMPLATIZED' for existing requests
+2. **Phase 2**: Create `dealer_claim_details` table and models
+3. **Phase 3**: Update claim management creation flow to use new structure
+4. **Phase 4**: Update request detail endpoints to be template-aware
+5. **Phase 5**: Frontend updates (if needed) for template-specific rendering
+
+---
+
+## Summary
+
+- **All requests** use `workflow_requests` table
+- **Template identification** via `workflow_type` field
+- **Template-specific data** in extension tables (e.g., `dealer_claim_details`)
+- **Unified views** automatically include all types
+- **Future templates** can be added by admins without code changes
+- **Existing functionality** remains unchanged
+
+This architecture ensures that:
+- ✅ Claim Management requests appear in My Requests/Open Requests
+- ✅ Non-templatized requests continue to work
+- ✅ Future templates can be added easily
+- ✅ No code duplication
+- ✅ Single source of truth for all requests
+

docs/IMPLEMENTATION_PROGRESS.md

@@ -0,0 +1,78 @@
+# Dealer Claim Management - Implementation Progress
+
+## ✅ Completed
+
+### 1. Database Migrations
+- ✅ `20251210-add-workflow-type-support.ts` - Adds `workflow_type` and `template_id` to `workflow_requests`
+- ✅ `20251210-enhance-workflow-templates.ts` - Enhances `workflow_templates` with form configuration fields
+- ✅ `20251210-create-dealer-claim-tables.ts` - Creates dealer claim related tables:
+  - `dealer_claim_details` - Main claim information
+  - `dealer_proposal_details` - Step 1: Dealer proposal submission
+  - `dealer_completion_details` - Step 5: Dealer completion documents
+
+### 2. Models
+- ✅ Updated `WorkflowRequest` model with `workflowType` and `templateId` fields
+- ✅ Created `DealerClaimDetails` model
+- ✅ Created `DealerProposalDetails` model
+- ✅ Created `DealerCompletionDetails` model
+
+### 3. Services
+- ✅ Created `TemplateFieldResolver` service for dynamic user field references
+
+## 🚧 In Progress
+
+### 4. Services (Next Steps)
+- ⏳ Create `EnhancedTemplateService` - Main service for template operations
+- ⏳ Create `DealerClaimService` - Claim-specific business logic
+
+### 5. Controllers & Routes
+- ⏳ Create `DealerClaimController` - API endpoints for claim management
+- ⏳ Create routes for dealer claim operations
+- ⏳ Create template management endpoints
+
+## 📋 Next Steps
+
+1. **Create EnhancedTemplateService**
+   - Get form configuration with resolved user references
+   - Save step data
+   - Validate form data
+
+2. **Create DealerClaimService**
+   - Create claim request
+   - Handle 8-step workflow transitions
+   - Manage proposal and completion submissions
+
+3. **Create Controllers**
+   - POST `/api/v1/dealer-claims` - Create claim request
+   - GET `/api/v1/dealer-claims/:requestId` - Get claim details
+   - POST `/api/v1/dealer-claims/:requestId/proposal` - Submit proposal (Step 1)
+   - POST `/api/v1/dealer-claims/:requestId/completion` - Submit completion (Step 5)
+   - GET `/api/v1/templates/:templateId/form-config` - Get form configuration
+
+4. **Integration Services**
+   - SAP integration for IO validation and budget blocking
+   - DMS integration for e-invoice and credit note generation
+
+## 📝 Notes
+
+- All migrations are ready to run
+- Models are created with proper associations
+- Template field resolver supports dynamic user references
+- System is designed to be extensible for future templates
+
+## 🔄 Running Migrations
+
+To apply the migrations:
+
+```bash
+cd Re_Backend
+npm run migrate
+```
+
+Or run individually:
+```bash
+npx ts-node src/scripts/run-migration.ts 20251210-add-workflow-type-support
+npx ts-node src/scripts/run-migration.ts 20251210-enhance-workflow-templates
+npx ts-node src/scripts/run-migration.ts 20251210-create-dealer-claim-tables
+```
+

docs/IMPLEMENTATION_SUMMARY.md

@@ -0,0 +1,159 @@
+# Dealer Claim Management - Implementation Summary
+
+## ✅ Completed Implementation
+
+### 1. Database Migrations (4 files)
+- ✅ `20251210-add-workflow-type-support.ts` - Adds `workflow_type` and `template_id` to `workflow_requests`
+- ✅ `20251210-enhance-workflow-templates.ts` - Enhances `workflow_templates` with form configuration
+- ✅ `20251210-add-template-id-foreign-key.ts` - Adds FK constraint for `template_id`
+- ✅ `20251210-create-dealer-claim-tables.ts` - Creates dealer claim tables:
+  - `dealer_claim_details` - Main claim information
+  - `dealer_proposal_details` - Step 1: Dealer proposal
+  - `dealer_completion_details` - Step 5: Completion documents
+
+### 2. Models (5 files)
+- ✅ Updated `WorkflowRequest` - Added `workflowType` and `templateId` fields
+- ✅ Created `DealerClaimDetails` - Main claim information model
+- ✅ Created `DealerProposalDetails` - Proposal submission model
+- ✅ Created `DealerCompletionDetails` - Completion documents model
+- ✅ Created `WorkflowTemplate` - Template configuration model
+
+### 3. Services (3 files)
+- ✅ Created `TemplateFieldResolver` - Resolves dynamic user field references
+- ✅ Created `EnhancedTemplateService` - Template form management
+- ✅ Created `DealerClaimService` - Claim-specific business logic:
+  - `createClaimRequest()` - Create new claim with 8-step workflow
+  - `getClaimDetails()` - Get complete claim information
+  - `submitDealerProposal()` - Step 1: Dealer proposal submission
+  - `submitCompletionDocuments()` - Step 5: Completion submission
+  - `updateIODetails()` - Step 3: IO budget blocking
+  - `updateEInvoiceDetails()` - Step 7: E-Invoice generation
+  - `updateCreditNoteDetails()` - Step 8: Credit note issuance
+
+### 4. Controllers & Routes (2 files)
+- ✅ Created `DealerClaimController` - API endpoints for claim operations
+- ✅ Created `dealerClaim.routes.ts` - Route definitions
+- ✅ Registered routes in `routes/index.ts`
+
+### 5. Frontend Utilities (1 file)
+- ✅ Created `claimRequestUtils.ts` - Utility functions for detecting claim requests
+
+## 📋 API Endpoints Created
+
+### Dealer Claim Management
+- `POST /api/v1/dealer-claims` - Create claim request
+- `GET /api/v1/dealer-claims/:requestId` - Get claim details
+- `POST /api/v1/dealer-claims/:requestId/proposal` - Submit dealer proposal (Step 1)
+- `POST /api/v1/dealer-claims/:requestId/completion` - Submit completion (Step 5)
+- `PUT /api/v1/dealer-claims/:requestId/io` - Update IO details (Step 3)
+- `PUT /api/v1/dealer-claims/:requestId/e-invoice` - Update e-invoice (Step 7)
+- `PUT /api/v1/dealer-claims/:requestId/credit-note` - Update credit note (Step 8)
+
+## 🔄 8-Step Workflow Implementation
+
+The system automatically creates 8 approval levels:
+
+1. **Dealer Proposal Submission** (72h) - Dealer submits proposal
+2. **Requestor Evaluation** (48h) - Initiator reviews and confirms
+3. **Department Lead Approval** (72h) - Dept lead approves and blocks IO
+4. **Activity Creation** (1h, Auto) - System creates activity record
+5. **Dealer Completion Documents** (120h) - Dealer submits completion docs
+6. **Requestor Claim Approval** (48h) - Initiator approves claim
+7. **E-Invoice Generation** (1h, Auto) - System generates e-invoice via DMS
+8. **Credit Note Confirmation** (48h) - Finance confirms credit note
+
+## 🎯 Key Features
+
+1. **Unified Request System**
+   - All requests use same `workflow_requests` table
+   - Identified by `workflowType: 'CLAIM_MANAGEMENT'`
+   - Automatically appears in "My Requests" and "Open Requests"
+
+2. **Template-Specific Data Storage**
+   - Claim data stored in extension tables
+   - Linked via `request_id` foreign key
+   - Supports future templates with their own tables
+
+3. **Dynamic User References**
+   - Auto-populate fields from initiator, dealer, approvers
+   - Supports team lead, department lead references
+   - Configurable per template
+
+4. **File Upload Integration**
+   - Uses GCS with local fallback
+   - Organized by request number and file type
+   - Supports proposal documents and completion files
+
+## 📝 Next Steps
+
+### Backend
+1. ⏳ Add SAP integration for IO validation and budget blocking
+2. ⏳ Add DMS integration for e-invoice and credit note generation
+3. ⏳ Create template management API endpoints
+4. ⏳ Add validation for dealer codes (SAP integration)
+
+### Frontend
+1. ⏳ Create `claimDataMapper.ts` utility functions
+2. ⏳ Update `RequestDetail.tsx` to conditionally render claim components
+3. ⏳ Update API services to include `workflowType`
+4. ⏳ Create `dealerClaimApi.ts` service
+5. ⏳ Update request cards to show workflow type
+
+## 🚀 Running the Implementation
+
+### 1. Run Migrations
+```bash
+cd Re_Backend
+npm run migrate
+```
+
+### 2. Test API Endpoints
+```bash
+# Create claim request
+POST /api/v1/dealer-claims
+{
+  "activityName": "Diwali Campaign",
+  "activityType": "Marketing Activity",
+  "dealerCode": "RE-MH-001",
+  "dealerName": "Royal Motors Mumbai",
+  "location": "Mumbai",
+  "requestDescription": "Marketing campaign details..."
+}
+
+# Submit proposal
+POST /api/v1/dealer-claims/:requestId/proposal
+FormData with proposalDocument file and JSON data
+```
+
+## 📊 Database Structure
+
+```
+workflow_requests (common)
+  ├── workflow_type: 'CLAIM_MANAGEMENT'
+  └── template_id: (nullable)
+
+dealer_claim_details (claim-specific)
+  └── request_id → workflow_requests
+
+dealer_proposal_details (Step 1)
+  └── request_id → workflow_requests
+
+dealer_completion_details (Step 5)
+  └── request_id → workflow_requests
+
+approval_levels (8 steps)
+  └── request_id → workflow_requests
+```
+
+## ✅ Testing Checklist
+
+- [ ] Run migrations successfully
+- [ ] Create claim request via API
+- [ ] Submit dealer proposal
+- [ ] Update IO details
+- [ ] Submit completion documents
+- [ ] Verify request appears in "My Requests"
+- [ ] Verify request appears in "Open Requests"
+- [ ] Test file uploads (GCS and local fallback)
+- [ ] Test workflow progression through 8 steps
+

docs/OKTA_USERS_API_INTEGRATION.md

@@ -0,0 +1,167 @@
+# Okta Users API Integration
+
+## Overview
+
+The authentication service now uses the Okta Users API (`/api/v1/users/{userId}`) to fetch complete user profile information including manager, employeeID, designation, and other fields that may not be available in the standard OAuth2 userinfo endpoint.
+
+## Configuration
+
+Add the following environment variable to your `.env` file:
+
+```env
+OKTA_API_TOKEN=your_okta_api_token_here
+```
+
+This is the SSWS (Server-Side Web Service) token for Okta API access. You can generate this token from your Okta Admin Console under **Security > API > Tokens**.
+
+## How It Works
+
+### 1. Primary Method: Okta Users API
+
+When a user logs in for the first time:
+
+1. The system exchanges the authorization code for tokens (OAuth2 flow)
+2. Gets the `oktaSub` (subject identifier) from the userinfo endpoint
+3. **Attempts to fetch full user profile from Users API** using:
+   - First: Email address (as shown in curl example)
+   - Fallback: oktaSub (user ID) if email lookup fails
+4. Extracts complete user information including:
+   - `profile.employeeID` - Employee ID
+   - `profile.manager` - Manager name
+   - `profile.title` - Job title/designation
+   - `profile.department` - Department
+   - `profile.mobilePhone` - Phone number
+   - `profile.firstName`, `profile.lastName`, `profile.displayName`
+   - And other profile fields
+
+### 2. Fallback Method: OAuth2 Userinfo Endpoint
+
+If the Users API:
+- Is not configured (missing `OKTA_API_TOKEN`)
+- Returns an error (4xx/5xx)
+- Fails for any reason
+
+The system automatically falls back to the standard OAuth2 userinfo endpoint (`/oauth2/default/v1/userinfo`) which provides basic user information.
+
+## API Endpoint
+
+```
+GET https://{oktaDomain}/api/v1/users/{userId}
+Authorization: SSWS {OKTA_API_TOKEN}
+Accept: application/json
+```
+
+Where `{userId}` can be:
+- Email address (e.g., `testuser10@eichergroup.com`)
+- Okta user ID (e.g., `00u1e1japegDV2DkP0h8`)
+
+## Response Structure
+
+The Users API returns a complete user object:
+
+```json
+{
+  "id": "00u1e1japegDV2DkP0h8",
+  "status": "ACTIVE",
+  "profile": {
+    "firstName": "Sanjay",
+    "lastName": "Sahu",
+    "manager": "Ezhilan subramanian",
+    "mobilePhone": "8826740087",
+    "displayName": "Sanjay Sahu",
+    "employeeID": "E09994",
+    "title": "Supports Business Applications (SAP) portfolio",
+    "department": "Deputy Manager - Digital & IT",
+    "login": "sanjaysahu@Royalenfield.com",
+    "email": "sanjaysahu@royalenfield.com"
+  },
+  ...
+}
+```
+
+## Field Mapping
+
+| Users API Field | Database Field | Notes |
+|----------------|----------------|-------|
+| `profile.employeeID` | `employeeId` | Employee ID from HR system |
+| `profile.manager` | `manager` | Manager name |
+| `profile.title` | `designation` | Job title/designation |
+| `profile.department` | `department` | Department name |
+| `profile.mobilePhone` | `phone` | Phone number |
+| `profile.firstName` | `firstName` | First name |
+| `profile.lastName` | `lastName` | Last name |
+| `profile.displayName` | `displayName` | Display name |
+| `profile.email` | `email` | Email address |
+| `id` | `oktaSub` | Okta subject identifier |
+
+## Benefits
+
+1. **Complete User Profile**: Gets all available user information including manager, employeeID, and other custom attributes
+2. **Automatic Fallback**: If Users API is unavailable, gracefully falls back to userinfo endpoint
+3. **No Breaking Changes**: Existing functionality continues to work even without API token
+4. **Better Data Quality**: Reduces missing user information (manager, employeeID, etc.)
+
+## Logging
+
+The service logs:
+- When Users API is used vs. userinfo fallback
+- Which lookup method succeeded (email or oktaSub)
+- Extracted fields (employeeId, manager, department, etc.)
+- Any errors or warnings
+
+Example log:
+```
+[AuthService] Fetching user from Okta Users API (using email)
+[AuthService] Successfully fetched user from Okta Users API (using email)
+[AuthService] Extracted user data from Okta Users API
+  - oktaSub: 00u1e1japegDV2DkP0h8
+  - email: testuser10@eichergroup.com
+  - employeeId: E09994
+  - hasManager: true
+  - hasDepartment: true
+  - hasDesignation: true
+```
+
+## Testing
+
+### Test with curl
+
+```bash
+curl --location 'https://dev-830839.oktapreview.com/api/v1/users/testuser10@eichergroup.com' \
+  --header 'Authorization: SSWS YOUR_OKTA_API_TOKEN' \
+  --header 'Accept: application/json'
+```
+
+### Test in Application
+
+1. Set `OKTA_API_TOKEN` in `.env`
+2. Log in with a user
+3. Check logs to see if Users API was used
+4. Verify user record in database has complete information (manager, employeeID, etc.)
+
+## Troubleshooting
+
+### Users API Not Being Used
+
+- Check if `OKTA_API_TOKEN` is set in `.env`
+- Check logs for warnings about missing API token
+- Verify API token has correct permissions in Okta
+
+### Users API Returns 404
+
+- User may not exist in Okta
+- Email format may be incorrect
+- Try using oktaSub (user ID) instead
+
+### Missing Fields in Database
+
+- Check if fields exist in Okta user profile
+- Verify field mapping in `extractUserDataFromUsersAPI` method
+- Check logs to see which fields were extracted
+
+## Security Notes
+
+- **API Token Security**: Store `OKTA_API_TOKEN` securely, never commit to version control
+- **Token Permissions**: Ensure API token has read access to user profiles
+- **Rate Limiting**: Be aware of Okta API rate limits when fetching user data
+

package.json

@@ -17,7 +17,8 @@
     "clean": "rm -rf dist",
     "setup": "ts-node -r tsconfig-paths/register src/scripts/auto-setup.ts",
     "migrate": "ts-node -r tsconfig-paths/register src/scripts/migrate.ts",
-    "seed:config": "ts-node -r tsconfig-paths/register src/scripts/seed-admin-config.ts"
+    "seed:config": "ts-node -r tsconfig-paths/register src/scripts/seed-admin-config.ts",
+    "seed:dealers": "ts-node -r tsconfig-paths/register src/scripts/seed-dealers.ts"
   },
   "dependencies": {
     "@anthropic-ai/sdk": "^0.68.0",

src/config/sso.ts

@@ -11,6 +11,7 @@ const ssoConfig: SSOConfig = {
   oktaDomain: process.env.OKTA_DOMAIN || 'https://dev-830839.oktapreview.com',
   oktaClientId: process.env.OKTA_CLIENT_ID || '',
   oktaClientSecret: process.env.OKTA_CLIENT_SECRET || '',
+  oktaApiToken: process.env.OKTA_API_TOKEN || '', // SSWS token for Users API
 };
 
 export { ssoConfig };

src/controllers/dealer.controller.ts

@@ -0,0 +1,86 @@
+import { Request, Response } from 'express';
+import type { AuthenticatedRequest } from '../types/express';
+import * as dealerService from '../services/dealer.service';
+import { ResponseHandler } from '../utils/responseHandler';
+import logger from '../utils/logger';
+
+export class DealerController {
+  /**
+   * Get all dealers
+   * GET /api/v1/dealers
+   */
+  async getAllDealers(req: Request, res: Response): Promise<void> {
+    try {
+      const dealers = await dealerService.getAllDealers();
+      return ResponseHandler.success(res, dealers, 'Dealers fetched successfully');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerController] Error fetching dealers:', error);
+      return ResponseHandler.error(res, 'Failed to fetch dealers', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Get dealer by code
+   * GET /api/v1/dealers/code/:dealerCode
+   */
+  async getDealerByCode(req: Request, res: Response): Promise<void> {
+    try {
+      const { dealerCode } = req.params;
+      const dealer = await dealerService.getDealerByCode(dealerCode);
+
+      if (!dealer) {
+        return ResponseHandler.error(res, 'Dealer not found', 404);
+      }
+
+      return ResponseHandler.success(res, dealer, 'Dealer fetched successfully');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerController] Error fetching dealer by code:', error);
+      return ResponseHandler.error(res, 'Failed to fetch dealer', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Get dealer by email
+   * GET /api/v1/dealers/email/:email
+   */
+  async getDealerByEmail(req: Request, res: Response): Promise<void> {
+    try {
+      const { email } = req.params;
+      const dealer = await dealerService.getDealerByEmail(email);
+
+      if (!dealer) {
+        return ResponseHandler.error(res, 'Dealer not found', 404);
+      }
+
+      return ResponseHandler.success(res, dealer, 'Dealer fetched successfully');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerController] Error fetching dealer by email:', error);
+      return ResponseHandler.error(res, 'Failed to fetch dealer', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Search dealers
+   * GET /api/v1/dealers/search?q=searchTerm
+   */
+  async searchDealers(req: Request, res: Response): Promise<void> {
+    try {
+      const { q } = req.query;
+      
+      if (!q || typeof q !== 'string') {
+        return ResponseHandler.error(res, 'Search term is required', 400);
+      }
+
+      const dealers = await dealerService.searchDealers(q);
+      return ResponseHandler.success(res, dealers, 'Dealers searched successfully');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerController] Error searching dealers:', error);
+      return ResponseHandler.error(res, 'Failed to search dealers', 500, errorMessage);
+    }
+  }
+}
+

src/controllers/dealerClaim.controller.ts

@@ -0,0 +1,418 @@
+import { Request, Response } from 'express';
+import type { AuthenticatedRequest } from '../types/express';
+import { DealerClaimService } from '../services/dealerClaim.service';
+import { ResponseHandler } from '../utils/responseHandler';
+import logger from '../utils/logger';
+import { gcsStorageService } from '../services/gcsStorage.service';
+import fs from 'fs';
+import path from 'path';
+
+export class DealerClaimController {
+  private dealerClaimService = new DealerClaimService();
+
+  /**
+   * Create a new dealer claim request
+   * POST /api/v1/dealer-claims
+   */
+  async createClaimRequest(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const userId = req.user?.userId;
+      if (!userId) {
+        return ResponseHandler.error(res, 'Unauthorized', 401);
+      }
+
+      const {
+        activityName,
+        activityType,
+        dealerCode,
+        dealerName,
+        dealerEmail,
+        dealerPhone,
+        dealerAddress,
+        activityDate,
+        location,
+        requestDescription,
+        periodStartDate,
+        periodEndDate,
+        estimatedBudget,
+      } = req.body;
+
+      // Validation
+      if (!activityName || !activityType || !dealerCode || !dealerName || !location || !requestDescription) {
+        return ResponseHandler.error(res, 'Missing required fields', 400);
+      }
+
+      const claimRequest = await this.dealerClaimService.createClaimRequest(userId, {
+        activityName,
+        activityType,
+        dealerCode,
+        dealerName,
+        dealerEmail,
+        dealerPhone,
+        dealerAddress,
+        activityDate: activityDate ? new Date(activityDate) : undefined,
+        location,
+        requestDescription,
+        periodStartDate: periodStartDate ? new Date(periodStartDate) : undefined,
+        periodEndDate: periodEndDate ? new Date(periodEndDate) : undefined,
+        estimatedBudget: estimatedBudget ? parseFloat(estimatedBudget) : undefined,
+      });
+
+      return ResponseHandler.success(res, {
+        request: claimRequest,
+        message: 'Claim request created successfully'
+      }, 'Claim request created');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerClaimController] Error creating claim request:', error);
+      return ResponseHandler.error(res, 'Failed to create claim request', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Get claim details
+   * GET /api/v1/dealer-claims/:requestId
+   * Accepts either UUID or requestNumber
+   */
+  async getClaimDetails(req: Request, res: Response): Promise<void> {
+    try {
+      const identifier = req.params.requestId; // Can be UUID or requestNumber
+
+      // Find workflow to get actual UUID
+      const workflow = await this.findWorkflowByIdentifier(identifier);
+      if (!workflow) {
+        return ResponseHandler.error(res, 'Workflow request not found', 404);
+      }
+
+      const requestId = (workflow as any).requestId || (workflow as any).request_id;
+      if (!requestId) {
+        return ResponseHandler.error(res, 'Invalid workflow request', 400);
+      }
+
+      const claimDetails = await this.dealerClaimService.getClaimDetails(requestId);
+
+      return ResponseHandler.success(res, claimDetails, 'Claim details fetched');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerClaimController] Error getting claim details:', error);
+      return ResponseHandler.error(res, 'Failed to fetch claim details', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Helper to find workflow by either requestId (UUID) or requestNumber
+   */
+  private async findWorkflowByIdentifier(identifier: string): Promise<any> {
+    const isUuid = (id: string): boolean => {
+      const uuidRegex = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
+      return uuidRegex.test(id);
+    };
+
+    const { WorkflowRequest } = await import('../models/WorkflowRequest');
+    if (isUuid(identifier)) {
+      return await WorkflowRequest.findByPk(identifier);
+    } else {
+      return await WorkflowRequest.findOne({ where: { requestNumber: identifier } });
+    }
+  }
+
+  /**
+   * Submit dealer proposal (Step 1)
+   * POST /api/v1/dealer-claims/:requestId/proposal
+   * Accepts either UUID or requestNumber
+   */
+  async submitProposal(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const identifier = req.params.requestId; // Can be UUID or requestNumber
+      const userId = req.user?.userId;
+      const {
+        costBreakup,
+        totalEstimatedBudget,
+        timelineMode,
+        expectedCompletionDate,
+        expectedCompletionDays,
+        dealerComments,
+      } = req.body;
+
+      // Find workflow by identifier (UUID or requestNumber)
+      const workflow = await this.findWorkflowByIdentifier(identifier);
+      if (!workflow) {
+        return ResponseHandler.error(res, 'Workflow request not found', 404);
+      }
+
+      // Get actual UUID and requestNumber
+      const requestId = (workflow as any).requestId || (workflow as any).request_id;
+      const requestNumber = (workflow as any).requestNumber || (workflow as any).request_number;
+
+      if (!requestId) {
+        return ResponseHandler.error(res, 'Invalid workflow request', 400);
+      }
+
+      // Parse costBreakup - it comes as JSON string from FormData
+      let parsedCostBreakup: any[] = [];
+      if (costBreakup) {
+        if (typeof costBreakup === 'string') {
+          try {
+            parsedCostBreakup = JSON.parse(costBreakup);
+          } catch (parseError) {
+            logger.error('[DealerClaimController] Failed to parse costBreakup JSON:', parseError);
+            return ResponseHandler.error(res, 'Invalid costBreakup format. Expected JSON array.', 400);
+          }
+        } else if (Array.isArray(costBreakup)) {
+          parsedCostBreakup = costBreakup;
+        } else {
+          logger.warn('[DealerClaimController] costBreakup is not a string or array:', typeof costBreakup);
+          parsedCostBreakup = [];
+        }
+      }
+
+      // Validate costBreakup is an array
+      if (!Array.isArray(parsedCostBreakup)) {
+        logger.error('[DealerClaimController] costBreakup is not an array after parsing:', parsedCostBreakup);
+        return ResponseHandler.error(res, 'costBreakup must be an array of cost items', 400);
+      }
+
+      // Validate each cost item has required fields
+      for (const item of parsedCostBreakup) {
+        if (!item.description || item.amount === undefined || item.amount === null) {
+          return ResponseHandler.error(res, 'Each cost item must have description and amount', 400);
+        }
+      }
+
+      // Handle file upload if present
+      let proposalDocumentPath: string | undefined;
+      let proposalDocumentUrl: string | undefined;
+
+      if (req.file) {
+        const file = req.file;
+        const fileBuffer = file.buffer || (file.path ? fs.readFileSync(file.path) : Buffer.from(''));
+
+        const uploadResult = await gcsStorageService.uploadFileWithFallback({
+          buffer: fileBuffer,
+          originalName: file.originalname,
+          mimeType: file.mimetype,
+          requestNumber: requestNumber || 'UNKNOWN',
+          fileType: 'documents'
+        });
+
+        proposalDocumentPath = uploadResult.filePath;
+        proposalDocumentUrl = uploadResult.storageUrl;
+
+        // Cleanup local file if exists
+        if (file.path && fs.existsSync(file.path)) {
+          fs.unlinkSync(file.path);
+        }
+      }
+
+      // Use actual UUID for service call with parsed costBreakup array
+      await this.dealerClaimService.submitDealerProposal(requestId, {
+        proposalDocumentPath,
+        proposalDocumentUrl,
+        costBreakup: parsedCostBreakup, // Use parsed array
+        totalEstimatedBudget: totalEstimatedBudget ? parseFloat(totalEstimatedBudget) : 0,
+        timelineMode: timelineMode || 'date',
+        expectedCompletionDate: expectedCompletionDate ? new Date(expectedCompletionDate) : undefined,
+        expectedCompletionDays: expectedCompletionDays ? parseInt(expectedCompletionDays) : undefined,
+        dealerComments: dealerComments || '',
+      });
+
+      return ResponseHandler.success(res, { message: 'Proposal submitted successfully' }, 'Proposal submitted');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerClaimController] Error submitting proposal:', error);
+      return ResponseHandler.error(res, 'Failed to submit proposal', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Submit completion documents (Step 5)
+   * POST /api/v1/dealer-claims/:requestId/completion
+   * Accepts either UUID or requestNumber
+   */
+  async submitCompletion(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const identifier = req.params.requestId; // Can be UUID or requestNumber
+      const {
+        activityCompletionDate,
+        numberOfParticipants,
+        closedExpenses,
+        totalClosedExpenses,
+        completionDocuments,
+        activityPhotos,
+      } = req.body;
+
+      // Find workflow to get actual UUID
+      const workflow = await this.findWorkflowByIdentifier(identifier);
+      if (!workflow) {
+        return ResponseHandler.error(res, 'Workflow request not found', 404);
+      }
+
+      const requestId = (workflow as any).requestId || (workflow as any).request_id;
+      if (!requestId) {
+        return ResponseHandler.error(res, 'Invalid workflow request', 400);
+      }
+
+      if (!activityCompletionDate) {
+        return ResponseHandler.error(res, 'Activity completion date is required', 400);
+      }
+
+      await this.dealerClaimService.submitCompletionDocuments(requestId, {
+        activityCompletionDate: new Date(activityCompletionDate),
+        numberOfParticipants: numberOfParticipants ? parseInt(numberOfParticipants) : undefined,
+        closedExpenses: closedExpenses || [],
+        totalClosedExpenses: totalClosedExpenses ? parseFloat(totalClosedExpenses) : 0,
+        completionDocuments: completionDocuments || [],
+        activityPhotos: activityPhotos || [],
+      });
+
+      return ResponseHandler.success(res, { message: 'Completion documents submitted successfully' }, 'Completion submitted');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerClaimController] Error submitting completion:', error);
+      return ResponseHandler.error(res, 'Failed to submit completion documents', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Update IO details (Step 3 - Department Lead)
+   * PUT /api/v1/dealer-claims/:requestId/io
+   * Accepts either UUID or requestNumber
+   */
+  async updateIODetails(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const identifier = req.params.requestId; // Can be UUID or requestNumber
+      const {
+        ioNumber,
+        availableBalance,
+        blockedAmount,
+        remainingBalance,
+      } = req.body;
+
+      // Find workflow to get actual UUID
+      const workflow = await this.findWorkflowByIdentifier(identifier);
+      if (!workflow) {
+        return ResponseHandler.error(res, 'Workflow request not found', 404);
+      }
+
+      const requestId = (workflow as any).requestId || (workflow as any).request_id;
+      if (!requestId) {
+        return ResponseHandler.error(res, 'Invalid workflow request', 400);
+      }
+
+      if (!ioNumber || availableBalance === undefined || blockedAmount === undefined) {
+        return ResponseHandler.error(res, 'Missing required IO fields', 400);
+      }
+
+      await this.dealerClaimService.updateIODetails(requestId, {
+        ioNumber,
+        availableBalance: parseFloat(availableBalance),
+        blockedAmount: parseFloat(blockedAmount),
+        remainingBalance: remainingBalance ? parseFloat(remainingBalance) : parseFloat(availableBalance) - parseFloat(blockedAmount),
+      });
+
+      return ResponseHandler.success(res, { message: 'IO details updated successfully' }, 'IO details updated');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerClaimController] Error updating IO details:', error);
+      return ResponseHandler.error(res, 'Failed to update IO details', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Update e-invoice details (Step 7)
+   * PUT /api/v1/dealer-claims/:requestId/e-invoice
+   * If eInvoiceNumber is not provided, will auto-generate via DMS
+   * Accepts either UUID or requestNumber
+   */
+  async updateEInvoice(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const identifier = req.params.requestId; // Can be UUID or requestNumber
+      const {
+        eInvoiceNumber,
+        eInvoiceDate,
+        dmsNumber,
+        amount,
+        description,
+      } = req.body;
+
+      // Find workflow to get actual UUID
+      const workflow = await this.findWorkflowByIdentifier(identifier);
+      if (!workflow) {
+        return ResponseHandler.error(res, 'Workflow request not found', 404);
+      }
+
+      const requestId = (workflow as any).requestId || (workflow as any).request_id;
+      if (!requestId) {
+        return ResponseHandler.error(res, 'Invalid workflow request', 400);
+      }
+
+      // If eInvoiceNumber provided, use manual entry; otherwise auto-generate
+      const invoiceData = eInvoiceNumber ? {
+        eInvoiceNumber,
+        eInvoiceDate: eInvoiceDate ? new Date(eInvoiceDate) : new Date(),
+        dmsNumber,
+      } : {
+        amount: amount ? parseFloat(amount) : undefined,
+        description,
+      };
+
+      await this.dealerClaimService.updateEInvoiceDetails(requestId, invoiceData);
+
+      return ResponseHandler.success(res, { message: 'E-Invoice details updated successfully' }, 'E-Invoice updated');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerClaimController] Error updating e-invoice:', error);
+      return ResponseHandler.error(res, 'Failed to update e-invoice details', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Update credit note details (Step 8)
+   * PUT /api/v1/dealer-claims/:requestId/credit-note
+   * If creditNoteNumber is not provided, will auto-generate via DMS
+   * Accepts either UUID or requestNumber
+   */
+  async updateCreditNote(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const identifier = req.params.requestId; // Can be UUID or requestNumber
+      const {
+        creditNoteNumber,
+        creditNoteDate,
+        creditNoteAmount,
+        reason,
+        description,
+      } = req.body;
+
+      // Find workflow to get actual UUID
+      const workflow = await this.findWorkflowByIdentifier(identifier);
+      if (!workflow) {
+        return ResponseHandler.error(res, 'Workflow request not found', 404);
+      }
+
+      const requestId = (workflow as any).requestId || (workflow as any).request_id;
+      if (!requestId) {
+        return ResponseHandler.error(res, 'Invalid workflow request', 400);
+      }
+
+      // If creditNoteNumber provided, use manual entry; otherwise auto-generate
+      const creditNoteData = creditNoteNumber ? {
+        creditNoteNumber,
+        creditNoteDate: creditNoteDate ? new Date(creditNoteDate) : new Date(),
+        creditNoteAmount: creditNoteAmount ? parseFloat(creditNoteAmount) : undefined,
+      } : {
+        creditNoteAmount: creditNoteAmount ? parseFloat(creditNoteAmount) : undefined,
+        reason,
+        description,
+      };
+
+      await this.dealerClaimService.updateCreditNoteDetails(requestId, creditNoteData);
+
+      return ResponseHandler.success(res, { message: 'Credit note details updated successfully' }, 'Credit note updated');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[DealerClaimController] Error updating credit note:', error);
+      return ResponseHandler.error(res, 'Failed to update credit note details', 500, errorMessage);
+    }
+  }
+}
+

src/controllers/document.controller.ts

@@ -22,20 +22,57 @@ export class DocumentController {
         return;
       }
 
-      const requestId = String((req.body?.requestId || '').trim());
+      // Extract requestId from body (multer should parse form fields)
-      if (!requestId) {
+      // Try both req.body and req.body.requestId for compatibility
+      const identifier = String((req.body?.requestId || req.body?.request_id || '').trim());
+      if (!identifier || identifier === 'undefined' || identifier === 'null') {
+        logWithContext('error', 'RequestId missing or invalid in document upload', {
+          body: req.body,
+          bodyKeys: Object.keys(req.body || {}),
+          userId: req.user?.userId
+        });
         ResponseHandler.error(res, 'requestId is required', 400);
         return;
       }
 
-      // Get workflow request to retrieve requestNumber
+      // Helper to check if identifier is UUID
-      const workflowRequest = await WorkflowRequest.findOne({ where: { requestId } });
+      const isUuid = (id: string): boolean => {
+        const uuidRegex = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
+        return uuidRegex.test(id);
+      };
+
+      // Get workflow request - handle both UUID (requestId) and requestNumber
+      let workflowRequest: WorkflowRequest | null = null;
+      if (isUuid(identifier)) {
+        workflowRequest = await WorkflowRequest.findByPk(identifier);
+      } else {
+        workflowRequest = await WorkflowRequest.findOne({ where: { requestNumber: identifier } });
+      }
+
       if (!workflowRequest) {
+        logWithContext('error', 'Workflow request not found for document upload', {
+          identifier,
+          isUuid: isUuid(identifier),
+          userId: req.user?.userId
+        });
         ResponseHandler.error(res, 'Workflow request not found', 404);
         return;
       }
+
+      // Get the actual requestId (UUID) and requestNumber
+      const requestId = (workflowRequest as any).requestId || (workflowRequest as any).request_id;
       const requestNumber = (workflowRequest as any).requestNumber || (workflowRequest as any).request_number;
       
+      if (!requestNumber) {
+        logWithContext('error', 'Request number not found for workflow', {
+          requestId,
+          workflowRequest: JSON.stringify(workflowRequest.toJSON()),
+          userId: req.user?.userId
+        });
+        ResponseHandler.error(res, 'Request number not found for workflow', 500);
+        return;
+      }
+
       const file = (req as any).file as Express.Multer.File | undefined;
       if (!file) {
         ResponseHandler.error(res, 'No file uploaded', 400);
@@ -153,10 +190,21 @@ export class DocumentController {
       ResponseHandler.success(res, doc, 'File uploaded', 201);
     } catch (error) {
       const message = error instanceof Error ? error.message : 'Unknown error';
+      const errorStack = error instanceof Error ? error.stack : undefined;
       logWithContext('error', 'Document upload failed', {
         userId: req.user?.userId,
-        requestId: req.body?.requestId,
+        requestId: req.body?.requestId || req.body?.request_id,
-        error,
+        body: req.body,
+        bodyKeys: Object.keys(req.body || {}),
+        file: req.file ? {
+          originalname: req.file.originalname,
+          size: req.file.size,
+          mimetype: req.file.mimetype,
+          hasBuffer: !!req.file.buffer,
+          hasPath: !!req.file.path
+        } : 'No file',
+        error: message,
+        stack: errorStack
       });
       ResponseHandler.error(res, 'Upload failed', 500, message);
     }

src/controllers/template.controller.ts

@@ -0,0 +1,192 @@
+import { Request, Response } from 'express';
+import type { AuthenticatedRequest } from '../types/express';
+import { TemplateService } from '../services/template.service';
+import { ResponseHandler } from '../utils/responseHandler';
+import logger from '../utils/logger';
+
+export class TemplateController {
+  private templateService = new TemplateService();
+
+  /**
+   * Create a new template
+   * POST /api/v1/templates
+   */
+  async createTemplate(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const userId = req.user?.userId;
+      if (!userId) {
+        return ResponseHandler.error(res, 'Unauthorized', 401);
+      }
+
+      const {
+        templateName,
+        templateCode,
+        templateDescription,
+        templateCategory,
+        workflowType,
+        approvalLevelsConfig,
+        defaultTatHours,
+        formStepsConfig,
+        userFieldMappings,
+        dynamicApproverConfig,
+        isActive,
+      } = req.body;
+
+      if (!templateName) {
+        return ResponseHandler.error(res, 'Template name is required', 400);
+      }
+
+      const template = await this.templateService.createTemplate(userId, {
+        templateName,
+        templateCode,
+        templateDescription,
+        templateCategory,
+        workflowType,
+        approvalLevelsConfig,
+        defaultTatHours: defaultTatHours ? parseFloat(defaultTatHours) : undefined,
+        formStepsConfig,
+        userFieldMappings,
+        dynamicApproverConfig,
+        isActive,
+      });
+
+      return ResponseHandler.success(res, template, 'Template created successfully', 201);
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[TemplateController] Error creating template:', error);
+      return ResponseHandler.error(res, 'Failed to create template', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Get template by ID
+   * GET /api/v1/templates/:templateId
+   */
+  async getTemplate(req: Request, res: Response): Promise<void> {
+    try {
+      const { templateId } = req.params;
+
+      const template = await this.templateService.getTemplate(templateId);
+
+      if (!template) {
+        return ResponseHandler.error(res, 'Template not found', 404);
+      }
+
+      return ResponseHandler.success(res, template, 'Template fetched');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[TemplateController] Error getting template:', error);
+      return ResponseHandler.error(res, 'Failed to fetch template', 500, errorMessage);
+    }
+  }
+
+  /**
+   * List templates
+   * GET /api/v1/templates
+   */
+  async listTemplates(req: Request, res: Response): Promise<void> {
+    try {
+      const {
+        category,
+        workflowType,
+        isActive,
+        isSystemTemplate,
+        search,
+      } = req.query;
+
+      const filters: any = {};
+      if (category) filters.category = category as string;
+      if (workflowType) filters.workflowType = workflowType as string;
+      if (isActive !== undefined) filters.isActive = isActive === 'true';
+      if (isSystemTemplate !== undefined) filters.isSystemTemplate = isSystemTemplate === 'true';
+      if (search) filters.search = search as string;
+
+      const templates = await this.templateService.listTemplates(filters);
+
+      return ResponseHandler.success(res, templates, 'Templates fetched');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[TemplateController] Error listing templates:', error);
+      return ResponseHandler.error(res, 'Failed to fetch templates', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Get active templates (for workflow creation)
+   * GET /api/v1/templates/active
+   */
+  async getActiveTemplates(req: Request, res: Response): Promise<void> {
+    try {
+      const templates = await this.templateService.getActiveTemplates();
+
+      return ResponseHandler.success(res, templates, 'Active templates fetched');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[TemplateController] Error getting active templates:', error);
+      return ResponseHandler.error(res, 'Failed to fetch active templates', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Update template
+   * PUT /api/v1/templates/:templateId
+   */
+  async updateTemplate(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const { templateId } = req.params;
+      const userId = req.user?.userId;
+      if (!userId) {
+        return ResponseHandler.error(res, 'Unauthorized', 401);
+      }
+
+      const {
+        templateName,
+        templateDescription,
+        templateCategory,
+        approvalLevelsConfig,
+        defaultTatHours,
+        formStepsConfig,
+        userFieldMappings,
+        dynamicApproverConfig,
+        isActive,
+      } = req.body;
+
+      const template = await this.templateService.updateTemplate(templateId, userId, {
+        templateName,
+        templateDescription,
+        templateCategory,
+        approvalLevelsConfig,
+        defaultTatHours: defaultTatHours ? parseFloat(defaultTatHours) : undefined,
+        formStepsConfig,
+        userFieldMappings,
+        dynamicApproverConfig,
+        isActive,
+      });
+
+      return ResponseHandler.success(res, template, 'Template updated successfully');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[TemplateController] Error updating template:', error);
+      return ResponseHandler.error(res, 'Failed to update template', 500, errorMessage);
+    }
+  }
+
+  /**
+   * Delete template
+   * DELETE /api/v1/templates/:templateId
+   */
+  async deleteTemplate(req: AuthenticatedRequest, res: Response): Promise<void> {
+    try {
+      const { templateId } = req.params;
+
+      await this.templateService.deleteTemplate(templateId);
+
+      return ResponseHandler.success(res, { message: 'Template deleted successfully' }, 'Template deleted');
+    } catch (error) {
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+      logger.error('[TemplateController] Error deleting template:', error);
+      return ResponseHandler.error(res, 'Failed to delete template', 500, errorMessage);
+    }
+  }
+}
+

src/migrations/20251210-add-template-id-foreign-key.ts

@@ -0,0 +1,54 @@
+import { QueryInterface } from 'sequelize';
+
+/**
+ * Add foreign key constraint for template_id after workflow_templates table exists
+ * This should run after both:
+ * - 20251210-enhance-workflow-templates (creates workflow_templates table)
+ * - 20251210-add-workflow-type-support (adds template_id column)
+ */
+export async function up(queryInterface: QueryInterface): Promise<void> {
+  // Check if workflow_templates table exists
+  const [tables] = await queryInterface.sequelize.query(`
+    SELECT table_name 
+    FROM information_schema.tables 
+    WHERE table_schema = 'public' 
+    AND table_name = 'workflow_templates';
+  `);
+
+  if (tables.length > 0) {
+    // Check if foreign key already exists
+    const [constraints] = await queryInterface.sequelize.query(`
+      SELECT constraint_name
+      FROM information_schema.table_constraints
+      WHERE table_schema = 'public'
+      AND table_name = 'workflow_requests'
+      AND constraint_name = 'workflow_requests_template_id_fkey';
+    `);
+
+    if (constraints.length === 0) {
+      // Add foreign key constraint
+      await queryInterface.sequelize.query(`
+        ALTER TABLE workflow_requests
+        ADD CONSTRAINT workflow_requests_template_id_fkey
+        FOREIGN KEY (template_id)
+        REFERENCES workflow_templates(template_id)
+        ON UPDATE CASCADE
+        ON DELETE SET NULL;
+      `);
+    }
+  }
+}
+
+export async function down(queryInterface: QueryInterface): Promise<void> {
+  // Remove foreign key constraint if it exists
+  try {
+    await queryInterface.sequelize.query(`
+      ALTER TABLE workflow_requests
+      DROP CONSTRAINT IF EXISTS workflow_requests_template_id_fkey;
+    `);
+  } catch (error) {
+    // Ignore if constraint doesn't exist
+    console.log('Note: Foreign key constraint may not exist');
+  }
+}
+

src/migrations/20251210-add-workflow-type-support.ts

@@ -0,0 +1,116 @@
+import { QueryInterface, DataTypes } from 'sequelize';
+
+export async function up(queryInterface: QueryInterface): Promise<void> {
+  try {
+    // Check if columns already exist (for idempotency and backward compatibility)
+    const tableDescription = await queryInterface.describeTable('workflow_requests');
+    
+    // 1. Add workflow_type column to workflow_requests (only if it doesn't exist)
+    if (!tableDescription.workflow_type) {
+      try {
+        await queryInterface.addColumn('workflow_requests', 'workflow_type', {
+          type: DataTypes.STRING(50),
+          allowNull: true,
+          defaultValue: 'NON_TEMPLATIZED'
+        });
+        console.log('✅ Added workflow_type column');
+      } catch (error: any) {
+        // Column might have been added manually, check if it exists now
+        const updatedDescription = await queryInterface.describeTable('workflow_requests');
+        if (!updatedDescription.workflow_type) {
+          throw error; // Re-throw if column still doesn't exist
+        }
+        console.log('Note: workflow_type column already exists (may have been added manually)');
+      }
+    } else {
+      console.log('Note: workflow_type column already exists, skipping');
+    }
+
+    // 2. Add template_id column (nullable, for admin templates)
+    // Note: Foreign key constraint will be added later if workflow_templates table exists
+    if (!tableDescription.template_id) {
+      try {
+        await queryInterface.addColumn('workflow_requests', 'template_id', {
+          type: DataTypes.UUID,
+          allowNull: true
+        });
+        console.log('✅ Added template_id column');
+      } catch (error: any) {
+        // Column might have been added manually, check if it exists now
+        const updatedDescription = await queryInterface.describeTable('workflow_requests');
+        if (!updatedDescription.template_id) {
+          throw error; // Re-throw if column still doesn't exist
+        }
+        console.log('Note: template_id column already exists (may have been added manually)');
+      }
+    } else {
+      console.log('Note: template_id column already exists, skipping');
+    }
+
+    // Get updated table description for index creation
+    const finalTableDescription = await queryInterface.describeTable('workflow_requests');
+
+    // 3. Create index for workflow_type (only if column exists)
+    if (finalTableDescription.workflow_type) {
+      try {
+        await queryInterface.addIndex('workflow_requests', ['workflow_type'], {
+          name: 'idx_workflow_requests_workflow_type'
+        });
+        console.log('✅ Created workflow_type index');
+      } catch (error: any) {
+        // Index might already exist, ignore error
+        if (error.message?.includes('already exists') || error.message?.includes('duplicate')) {
+          console.log('Note: workflow_type index already exists');
+        } else {
+          console.log('Note: Could not create workflow_type index:', error.message);
+        }
+      }
+    }
+
+    // 4. Create index for template_id (only if column exists)
+    if (finalTableDescription.template_id) {
+      try {
+        await queryInterface.addIndex('workflow_requests', ['template_id'], {
+          name: 'idx_workflow_requests_template_id'
+        });
+        console.log('✅ Created template_id index');
+      } catch (error: any) {
+        // Index might already exist, ignore error
+        if (error.message?.includes('already exists') || error.message?.includes('duplicate')) {
+          console.log('Note: template_id index already exists');
+        } else {
+          console.log('Note: Could not create template_id index:', error.message);
+        }
+      }
+    }
+
+    // 5. Update existing records to have workflow_type (if any exist and column exists)
+    if (finalTableDescription.workflow_type) {
+      try {
+        const [result] = await queryInterface.sequelize.query(`
+          UPDATE workflow_requests 
+          SET workflow_type = 'NON_TEMPLATIZED' 
+          WHERE workflow_type IS NULL;
+        `);
+        console.log('✅ Updated existing records with workflow_type');
+      } catch (error: any) {
+        // Ignore if table is empty or other error
+        console.log('Note: Could not update existing records:', error.message);
+      }
+    }
+  } catch (error: any) {
+    console.error('Migration error:', error.message);
+    throw error;
+  }
+}
+
+export async function down(queryInterface: QueryInterface): Promise<void> {
+  // Remove indexes
+  await queryInterface.removeIndex('workflow_requests', 'idx_workflow_requests_template_id');
+  await queryInterface.removeIndex('workflow_requests', 'idx_workflow_requests_workflow_type');
+
+  // Remove columns
+  await queryInterface.removeColumn('workflow_requests', 'template_id');
+  await queryInterface.removeColumn('workflow_requests', 'workflow_type');
+}
+

src/migrations/20251210-create-dealer-claim-tables.ts

@@ -0,0 +1,282 @@
+import { QueryInterface, DataTypes } from 'sequelize';
+
+export async function up(queryInterface: QueryInterface): Promise<void> {
+  // 1. Create dealer_claim_details table
+  await queryInterface.createTable('dealer_claim_details', {
+    claim_id: {
+      type: DataTypes.UUID,
+      primaryKey: true,
+      defaultValue: DataTypes.UUIDV4
+    },
+    request_id: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      unique: true,
+      references: {
+        model: 'workflow_requests',
+        key: 'request_id'
+      },
+      onDelete: 'CASCADE',
+      onUpdate: 'CASCADE'
+    },
+    activity_name: {
+      type: DataTypes.STRING(500),
+      allowNull: false
+    },
+    activity_type: {
+      type: DataTypes.STRING(100),
+      allowNull: false
+    },
+    dealer_code: {
+      type: DataTypes.STRING(50),
+      allowNull: false
+    },
+    dealer_name: {
+      type: DataTypes.STRING(200),
+      allowNull: false
+    },
+    dealer_email: {
+      type: DataTypes.STRING(255),
+      allowNull: true
+    },
+    dealer_phone: {
+      type: DataTypes.STRING(20),
+      allowNull: true
+    },
+    dealer_address: {
+      type: DataTypes.TEXT,
+      allowNull: true
+    },
+    activity_date: {
+      type: DataTypes.DATEONLY,
+      allowNull: true
+    },
+    location: {
+      type: DataTypes.STRING(255),
+      allowNull: true
+    },
+    period_start_date: {
+      type: DataTypes.DATEONLY,
+      allowNull: true
+    },
+    period_end_date: {
+      type: DataTypes.DATEONLY,
+      allowNull: true
+    },
+    estimated_budget: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    closed_expenses: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    io_number: {
+      type: DataTypes.STRING(50),
+      allowNull: true
+    },
+    io_available_balance: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    io_blocked_amount: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    io_remaining_balance: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    sap_document_number: {
+      type: DataTypes.STRING(100),
+      allowNull: true
+    },
+    dms_number: {
+      type: DataTypes.STRING(100),
+      allowNull: true
+    },
+    e_invoice_number: {
+      type: DataTypes.STRING(100),
+      allowNull: true
+    },
+    e_invoice_date: {
+      type: DataTypes.DATEONLY,
+      allowNull: true
+    },
+    credit_note_number: {
+      type: DataTypes.STRING(100),
+      allowNull: true
+    },
+    credit_note_date: {
+      type: DataTypes.DATEONLY,
+      allowNull: true
+    },
+    credit_note_amount: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    created_at: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW
+    },
+    updated_at: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW
+    }
+  });
+
+  // Create indexes
+  await queryInterface.addIndex('dealer_claim_details', ['request_id'], {
+    name: 'idx_dealer_claim_details_request_id',
+    unique: true
+  });
+  await queryInterface.addIndex('dealer_claim_details', ['dealer_code'], {
+    name: 'idx_dealer_claim_details_dealer_code'
+  });
+  await queryInterface.addIndex('dealer_claim_details', ['activity_type'], {
+    name: 'idx_dealer_claim_details_activity_type'
+  });
+
+  // 2. Create dealer_proposal_details table (Step 1: Dealer Proposal)
+  await queryInterface.createTable('dealer_proposal_details', {
+    proposal_id: {
+      type: DataTypes.UUID,
+      primaryKey: true,
+      defaultValue: DataTypes.UUIDV4
+    },
+    request_id: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      unique: true,
+      references: {
+        model: 'workflow_requests',
+        key: 'request_id'
+      },
+      onDelete: 'CASCADE',
+      onUpdate: 'CASCADE'
+    },
+    proposal_document_path: {
+      type: DataTypes.STRING(500),
+      allowNull: true
+    },
+    proposal_document_url: {
+      type: DataTypes.STRING(500),
+      allowNull: true
+    },
+    cost_breakup: {
+      type: DataTypes.JSONB,
+      allowNull: true
+    },
+    total_estimated_budget: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    timeline_mode: {
+      type: DataTypes.STRING(10),
+      allowNull: true
+    },
+    expected_completion_date: {
+      type: DataTypes.DATEONLY,
+      allowNull: true
+    },
+    expected_completion_days: {
+      type: DataTypes.INTEGER,
+      allowNull: true
+    },
+    dealer_comments: {
+      type: DataTypes.TEXT,
+      allowNull: true
+    },
+    submitted_at: {
+      type: DataTypes.DATE,
+      allowNull: true
+    },
+    created_at: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW
+    },
+    updated_at: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW
+    }
+  });
+
+  await queryInterface.addIndex('dealer_proposal_details', ['request_id'], {
+    name: 'idx_dealer_proposal_details_request_id',
+    unique: true
+  });
+
+  // 3. Create dealer_completion_details table (Step 5: Dealer Completion)
+  await queryInterface.createTable('dealer_completion_details', {
+    completion_id: {
+      type: DataTypes.UUID,
+      primaryKey: true,
+      defaultValue: DataTypes.UUIDV4
+    },
+    request_id: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      unique: true,
+      references: {
+        model: 'workflow_requests',
+        key: 'request_id'
+      },
+      onDelete: 'CASCADE',
+      onUpdate: 'CASCADE'
+    },
+    activity_completion_date: {
+      type: DataTypes.DATEONLY,
+      allowNull: false
+    },
+    number_of_participants: {
+      type: DataTypes.INTEGER,
+      allowNull: true
+    },
+    closed_expenses: {
+      type: DataTypes.JSONB,
+      allowNull: true
+    },
+    total_closed_expenses: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true
+    },
+    completion_documents: {
+      type: DataTypes.JSONB,
+      allowNull: true
+    },
+    activity_photos: {
+      type: DataTypes.JSONB,
+      allowNull: true
+    },
+    submitted_at: {
+      type: DataTypes.DATE,
+      allowNull: true
+    },
+    created_at: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW
+    },
+    updated_at: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW
+    }
+  });
+
+  await queryInterface.addIndex('dealer_completion_details', ['request_id'], {
+    name: 'idx_dealer_completion_details_request_id',
+    unique: true
+  });
+}
+
+export async function down(queryInterface: QueryInterface): Promise<void> {
+  await queryInterface.dropTable('dealer_completion_details');
+  await queryInterface.dropTable('dealer_proposal_details');
+  await queryInterface.dropTable('dealer_claim_details');
+}
+

src/migrations/20251210-create-proposal-cost-items-table.ts

@@ -0,0 +1,194 @@
+import { QueryInterface, DataTypes } from 'sequelize';
+
+/**
+ * Migration: Create dealer_proposal_cost_items table
+ * 
+ * Purpose: Separate table for cost breakups to enable better querying, reporting, and data integrity
+ * This replaces the JSONB costBreakup field in dealer_proposal_details
+ * 
+ * Benefits:
+ * - Better querying and filtering
+ * - Easier to update individual cost items
+ * - Better for analytics and reporting
+ * - Maintains referential integrity
+ */
+export async function up(queryInterface: QueryInterface): Promise<void> {
+  // Check if table already exists
+  const [tables] = await queryInterface.sequelize.query(`
+    SELECT table_name 
+    FROM information_schema.tables 
+    WHERE table_schema = 'public' 
+    AND table_name = 'dealer_proposal_cost_items';
+  `);
+
+  if (tables.length === 0) {
+    // Create dealer_proposal_cost_items table
+    await queryInterface.createTable('dealer_proposal_cost_items', {
+      cost_item_id: {
+        type: DataTypes.UUID,
+        primaryKey: true,
+        defaultValue: DataTypes.UUIDV4,
+        field: 'cost_item_id'
+      },
+      proposal_id: {
+        type: DataTypes.UUID,
+        allowNull: false,
+        field: 'proposal_id',
+        references: {
+          model: 'dealer_proposal_details',
+          key: 'proposal_id'
+        },
+        onDelete: 'CASCADE',
+        onUpdate: 'CASCADE'
+      },
+      request_id: {
+        type: DataTypes.UUID,
+        allowNull: false,
+        field: 'request_id',
+        references: {
+          model: 'workflow_requests',
+          key: 'request_id'
+        },
+        onDelete: 'CASCADE',
+        onUpdate: 'CASCADE',
+        comment: 'Denormalized for easier querying without joins'
+      },
+      item_description: {
+        type: DataTypes.STRING(500),
+        allowNull: false,
+        field: 'item_description'
+      },
+      amount: {
+        type: DataTypes.DECIMAL(15, 2),
+        allowNull: false,
+        field: 'amount',
+        comment: 'Cost amount in INR'
+      },
+      item_order: {
+        type: DataTypes.INTEGER,
+        allowNull: false,
+        defaultValue: 0,
+        field: 'item_order',
+        comment: 'Order of item in the cost breakdown list'
+      },
+      created_at: {
+        type: DataTypes.DATE,
+        allowNull: false,
+        defaultValue: DataTypes.NOW,
+        field: 'created_at'
+      },
+      updated_at: {
+        type: DataTypes.DATE,
+        allowNull: false,
+        defaultValue: DataTypes.NOW,
+        field: 'updated_at'
+      }
+    });
+
+    // Create indexes for better query performance
+    await queryInterface.addIndex('dealer_proposal_cost_items', ['proposal_id'], {
+      name: 'idx_proposal_cost_items_proposal_id'
+    });
+
+    await queryInterface.addIndex('dealer_proposal_cost_items', ['request_id'], {
+      name: 'idx_proposal_cost_items_request_id'
+    });
+
+    await queryInterface.addIndex('dealer_proposal_cost_items', ['proposal_id', 'item_order'], {
+      name: 'idx_proposal_cost_items_proposal_order'
+    });
+
+    console.log('✅ Created dealer_proposal_cost_items table');
+  } else {
+    console.log('Note: dealer_proposal_cost_items table already exists');
+  }
+
+  // Migrate existing JSONB costBreakup data to the new table
+  try {
+    const [existingProposals] = await queryInterface.sequelize.query(`
+      SELECT proposal_id, request_id, cost_breakup
+      FROM dealer_proposal_details
+      WHERE cost_breakup IS NOT NULL
+      AND cost_breakup::text != 'null'
+      AND cost_breakup::text != '[]';
+    `);
+
+    if (Array.isArray(existingProposals) && existingProposals.length > 0) {
+      console.log(`📦 Migrating ${existingProposals.length} existing proposal(s) with cost breakups...`);
+      
+      for (const proposal of existingProposals as any[]) {
+        const proposalId = proposal.proposal_id;
+        const requestId = proposal.request_id;
+        let costBreakup = proposal.cost_breakup;
+
+        // Parse JSONB if it's a string
+        if (typeof costBreakup === 'string') {
+          try {
+            costBreakup = JSON.parse(costBreakup);
+          } catch (e) {
+            console.warn(`⚠️ Failed to parse costBreakup for proposal ${proposalId}:`, e);
+            continue;
+          }
+        }
+
+        // Ensure it's an array
+        if (!Array.isArray(costBreakup)) {
+          console.warn(`⚠️ costBreakup is not an array for proposal ${proposalId}`);
+          continue;
+        }
+
+        // Insert cost items
+        for (let i = 0; i < costBreakup.length; i++) {
+          const item = costBreakup[i];
+          if (item && item.description && item.amount !== undefined) {
+            await queryInterface.sequelize.query(`
+              INSERT INTO dealer_proposal_cost_items 
+              (proposal_id, request_id, item_description, amount, item_order, created_at, updated_at)
+              VALUES (:proposalId, :requestId, :description, :amount, :order, NOW(), NOW())
+              ON CONFLICT DO NOTHING;
+            `, {
+              replacements: {
+                proposalId,
+                requestId,
+                description: item.description,
+                amount: item.amount,
+                order: i
+              }
+            });
+          }
+        }
+      }
+
+      console.log('✅ Migrated existing cost breakups to new table');
+    }
+  } catch (error: any) {
+    console.warn('⚠️ Could not migrate existing cost breakups:', error.message);
+    // Don't fail the migration if migration of existing data fails
+  }
+}
+
+export async function down(queryInterface: QueryInterface): Promise<void> {
+  // Drop indexes first
+  try {
+    await queryInterface.removeIndex('dealer_proposal_cost_items', 'idx_proposal_cost_items_proposal_order');
+  } catch (e) {
+    // Index might not exist
+  }
+
+  try {
+    await queryInterface.removeIndex('dealer_proposal_cost_items', 'idx_proposal_cost_items_request_id');
+  } catch (e) {
+    // Index might not exist
+  }
+
+  try {
+    await queryInterface.removeIndex('dealer_proposal_cost_items', 'idx_proposal_cost_items_proposal_id');
+  } catch (e) {
+    // Index might not exist
+  }
+
+  // Drop table
+  await queryInterface.dropTable('dealer_proposal_cost_items');
+  console.log('✅ Dropped dealer_proposal_cost_items table');
+}
+

src/migrations/20251210-enhance-workflow-templates.ts

@@ -0,0 +1,174 @@
+import { QueryInterface, DataTypes } from 'sequelize';
+
+export async function up(queryInterface: QueryInterface): Promise<void> {
+  // Check if workflow_templates table exists, if not create it
+  const [tables] = await queryInterface.sequelize.query(`
+    SELECT table_name 
+    FROM information_schema.tables 
+    WHERE table_schema = 'public' 
+    AND table_name = 'workflow_templates';
+  `);
+
+  if (tables.length === 0) {
+    // Create workflow_templates table if it doesn't exist
+    await queryInterface.createTable('workflow_templates', {
+      template_id: {
+        type: DataTypes.UUID,
+        primaryKey: true,
+        defaultValue: DataTypes.UUIDV4
+      },
+      template_name: {
+        type: DataTypes.STRING(200),
+        allowNull: false
+      },
+      template_code: {
+        type: DataTypes.STRING(50),
+        allowNull: true,
+        unique: true
+      },
+      template_description: {
+        type: DataTypes.TEXT,
+        allowNull: true
+      },
+      template_category: {
+        type: DataTypes.STRING(100),
+        allowNull: true
+      },
+      workflow_type: {
+        type: DataTypes.STRING(50),
+        allowNull: true
+      },
+      approval_levels_config: {
+        type: DataTypes.JSONB,
+        allowNull: true
+      },
+      default_tat_hours: {
+        type: DataTypes.DECIMAL(10, 2),
+        allowNull: true,
+        defaultValue: 24
+      },
+      form_steps_config: {
+        type: DataTypes.JSONB,
+        allowNull: true
+      },
+      user_field_mappings: {
+        type: DataTypes.JSONB,
+        allowNull: true
+      },
+      dynamic_approver_config: {
+        type: DataTypes.JSONB,
+        allowNull: true
+      },
+      is_active: {
+        type: DataTypes.BOOLEAN,
+        allowNull: false,
+        defaultValue: true
+      },
+      is_system_template: {
+        type: DataTypes.BOOLEAN,
+        allowNull: false,
+        defaultValue: false
+      },
+      usage_count: {
+        type: DataTypes.INTEGER,
+        allowNull: false,
+        defaultValue: 0
+      },
+      created_by: {
+        type: DataTypes.UUID,
+        allowNull: true,
+        references: {
+          model: 'users',
+          key: 'user_id'
+        }
+      },
+      created_at: {
+        type: DataTypes.DATE,
+        allowNull: false,
+        defaultValue: DataTypes.NOW
+      },
+      updated_at: {
+        type: DataTypes.DATE,
+        allowNull: false,
+        defaultValue: DataTypes.NOW
+      }
+    });
+
+    // Create indexes
+    await queryInterface.addIndex('workflow_templates', ['template_code'], {
+      name: 'idx_workflow_templates_template_code',
+      unique: true
+    });
+    await queryInterface.addIndex('workflow_templates', ['workflow_type'], {
+      name: 'idx_workflow_templates_workflow_type'
+    });
+    await queryInterface.addIndex('workflow_templates', ['is_active'], {
+      name: 'idx_workflow_templates_is_active'
+    });
+  } else {
+    // Table exists, add new columns if they don't exist
+    const tableDescription = await queryInterface.describeTable('workflow_templates');
+
+    if (!tableDescription.form_steps_config) {
+      await queryInterface.addColumn('workflow_templates', 'form_steps_config', {
+        type: DataTypes.JSONB,
+        allowNull: true
+      });
+    }
+
+    if (!tableDescription.user_field_mappings) {
+      await queryInterface.addColumn('workflow_templates', 'user_field_mappings', {
+        type: DataTypes.JSONB,
+        allowNull: true
+      });
+    }
+
+    if (!tableDescription.dynamic_approver_config) {
+      await queryInterface.addColumn('workflow_templates', 'dynamic_approver_config', {
+        type: DataTypes.JSONB,
+        allowNull: true
+      });
+    }
+
+    if (!tableDescription.workflow_type) {
+      await queryInterface.addColumn('workflow_templates', 'workflow_type', {
+        type: DataTypes.STRING(50),
+        allowNull: true
+      });
+    }
+
+    if (!tableDescription.is_system_template) {
+      await queryInterface.addColumn('workflow_templates', 'is_system_template', {
+        type: DataTypes.BOOLEAN,
+        allowNull: false,
+        defaultValue: false
+      });
+    }
+  }
+}
+
+export async function down(queryInterface: QueryInterface): Promise<void> {
+  // Remove columns if they exist
+  const tableDescription = await queryInterface.describeTable('workflow_templates');
+
+  if (tableDescription.dynamic_approver_config) {
+    await queryInterface.removeColumn('workflow_templates', 'dynamic_approver_config');
+  }
+
+  if (tableDescription.user_field_mappings) {
+    await queryInterface.removeColumn('workflow_templates', 'user_field_mappings');
+  }
+
+  if (tableDescription.form_steps_config) {
+    await queryInterface.removeColumn('workflow_templates', 'form_steps_config');
+  }
+
+  if (tableDescription.workflow_type) {
+    await queryInterface.removeColumn('workflow_templates', 'workflow_type');
+  }
+
+  if (tableDescription.is_system_template) {
+    await queryInterface.removeColumn('workflow_templates', 'is_system_template');
+  }
+}
+

src/models/DealerClaimDetails.ts

@@ -0,0 +1,258 @@
+import { DataTypes, Model, Optional } from 'sequelize';
+import { sequelize } from '@config/database';
+import { WorkflowRequest } from './WorkflowRequest';
+
+interface DealerClaimDetailsAttributes {
+  claimId: string;
+  requestId: string;
+  activityName: string;
+  activityType: string;
+  dealerCode: string;
+  dealerName: string;
+  dealerEmail?: string;
+  dealerPhone?: string;
+  dealerAddress?: string;
+  activityDate?: Date;
+  location?: string;
+  periodStartDate?: Date;
+  periodEndDate?: Date;
+  estimatedBudget?: number;
+  closedExpenses?: number;
+  ioNumber?: string;
+  ioAvailableBalance?: number;
+  ioBlockedAmount?: number;
+  ioRemainingBalance?: number;
+  sapDocumentNumber?: string;
+  dmsNumber?: string;
+  eInvoiceNumber?: string;
+  eInvoiceDate?: Date;
+  creditNoteNumber?: string;
+  creditNoteDate?: Date;
+  creditNoteAmount?: number;
+  createdAt: Date;
+  updatedAt: Date;
+}
+
+interface DealerClaimDetailsCreationAttributes extends Optional<DealerClaimDetailsAttributes, 'claimId' | 'dealerEmail' | 'dealerPhone' | 'dealerAddress' | 'activityDate' | 'location' | 'periodStartDate' | 'periodEndDate' | 'estimatedBudget' | 'closedExpenses' | 'ioNumber' | 'ioAvailableBalance' | 'ioBlockedAmount' | 'ioRemainingBalance' | 'sapDocumentNumber' | 'dmsNumber' | 'eInvoiceNumber' | 'eInvoiceDate' | 'creditNoteNumber' | 'creditNoteDate' | 'creditNoteAmount' | 'createdAt' | 'updatedAt'> {}
+
+class DealerClaimDetails extends Model<DealerClaimDetailsAttributes, DealerClaimDetailsCreationAttributes> implements DealerClaimDetailsAttributes {
+  public claimId!: string;
+  public requestId!: string;
+  public activityName!: string;
+  public activityType!: string;
+  public dealerCode!: string;
+  public dealerName!: string;
+  public dealerEmail?: string;
+  public dealerPhone?: string;
+  public dealerAddress?: string;
+  public activityDate?: Date;
+  public location?: string;
+  public periodStartDate?: Date;
+  public periodEndDate?: Date;
+  public estimatedBudget?: number;
+  public closedExpenses?: number;
+  public ioNumber?: string;
+  public ioAvailableBalance?: number;
+  public ioBlockedAmount?: number;
+  public ioRemainingBalance?: number;
+  public sapDocumentNumber?: string;
+  public dmsNumber?: string;
+  public eInvoiceNumber?: string;
+  public eInvoiceDate?: Date;
+  public creditNoteNumber?: string;
+  public creditNoteDate?: Date;
+  public creditNoteAmount?: number;
+  public createdAt!: Date;
+  public updatedAt!: Date;
+
+  // Associations
+  public workflowRequest?: WorkflowRequest;
+}
+
+DealerClaimDetails.init(
+  {
+    claimId: {
+      type: DataTypes.UUID,
+      defaultValue: DataTypes.UUIDV4,
+      primaryKey: true,
+      field: 'claim_id'
+    },
+    requestId: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      unique: true,
+      field: 'request_id',
+      references: {
+        model: 'workflow_requests',
+        key: 'request_id'
+      }
+    },
+    activityName: {
+      type: DataTypes.STRING(500),
+      allowNull: false,
+      field: 'activity_name'
+    },
+    activityType: {
+      type: DataTypes.STRING(100),
+      allowNull: false,
+      field: 'activity_type'
+    },
+    dealerCode: {
+      type: DataTypes.STRING(50),
+      allowNull: false,
+      field: 'dealer_code'
+    },
+    dealerName: {
+      type: DataTypes.STRING(200),
+      allowNull: false,
+      field: 'dealer_name'
+    },
+    dealerEmail: {
+      type: DataTypes.STRING(255),
+      allowNull: true,
+      field: 'dealer_email'
+    },
+    dealerPhone: {
+      type: DataTypes.STRING(20),
+      allowNull: true,
+      field: 'dealer_phone'
+    },
+    dealerAddress: {
+      type: DataTypes.TEXT,
+      allowNull: true,
+      field: 'dealer_address'
+    },
+    activityDate: {
+      type: DataTypes.DATEONLY,
+      allowNull: true,
+      field: 'activity_date'
+    },
+    location: {
+      type: DataTypes.STRING(255),
+      allowNull: true
+    },
+    periodStartDate: {
+      type: DataTypes.DATEONLY,
+      allowNull: true,
+      field: 'period_start_date'
+    },
+    periodEndDate: {
+      type: DataTypes.DATEONLY,
+      allowNull: true,
+      field: 'period_end_date'
+    },
+    estimatedBudget: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'estimated_budget'
+    },
+    closedExpenses: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'closed_expenses'
+    },
+    ioNumber: {
+      type: DataTypes.STRING(50),
+      allowNull: true,
+      field: 'io_number'
+    },
+    ioAvailableBalance: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'io_available_balance'
+    },
+    ioBlockedAmount: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'io_blocked_amount'
+    },
+    ioRemainingBalance: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'io_remaining_balance'
+    },
+    sapDocumentNumber: {
+      type: DataTypes.STRING(100),
+      allowNull: true,
+      field: 'sap_document_number'
+    },
+    dmsNumber: {
+      type: DataTypes.STRING(100),
+      allowNull: true,
+      field: 'dms_number'
+    },
+    eInvoiceNumber: {
+      type: DataTypes.STRING(100),
+      allowNull: true,
+      field: 'e_invoice_number'
+    },
+    eInvoiceDate: {
+      type: DataTypes.DATEONLY,
+      allowNull: true,
+      field: 'e_invoice_date'
+    },
+    creditNoteNumber: {
+      type: DataTypes.STRING(100),
+      allowNull: true,
+      field: 'credit_note_number'
+    },
+    creditNoteDate: {
+      type: DataTypes.DATEONLY,
+      allowNull: true,
+      field: 'credit_note_date'
+    },
+    creditNoteAmount: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'credit_note_amount'
+    },
+    createdAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'created_at'
+    },
+    updatedAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'updated_at'
+    }
+  },
+  {
+    sequelize,
+    modelName: 'DealerClaimDetails',
+    tableName: 'dealer_claim_details',
+    timestamps: true,
+    createdAt: 'created_at',
+    updatedAt: 'updated_at',
+    indexes: [
+      {
+        unique: true,
+        fields: ['request_id']
+      },
+      {
+        fields: ['dealer_code']
+      },
+      {
+        fields: ['activity_type']
+      }
+    ]
+  }
+);
+
+// Associations
+DealerClaimDetails.belongsTo(WorkflowRequest, {
+  as: 'workflowRequest',
+  foreignKey: 'requestId',
+  targetKey: 'requestId'
+});
+
+WorkflowRequest.hasOne(DealerClaimDetails, {
+  as: 'claimDetails',
+  foreignKey: 'requestId',
+  sourceKey: 'requestId'
+});
+
+export { DealerClaimDetails };
+

src/models/DealerCompletionDetails.ts

@@ -0,0 +1,132 @@
+import { DataTypes, Model, Optional } from 'sequelize';
+import { sequelize } from '@config/database';
+import { WorkflowRequest } from './WorkflowRequest';
+
+interface DealerCompletionDetailsAttributes {
+  completionId: string;
+  requestId: string;
+  activityCompletionDate: Date;
+  numberOfParticipants?: number;
+  closedExpenses?: any;  // JSONB array of {description, amount}
+  totalClosedExpenses?: number;
+  completionDocuments?: any;  // JSONB array of document references
+  activityPhotos?: any;  // JSONB array of photo references
+  submittedAt?: Date;
+  createdAt: Date;
+  updatedAt: Date;
+}
+
+interface DealerCompletionDetailsCreationAttributes extends Optional<DealerCompletionDetailsAttributes, 'completionId' | 'numberOfParticipants' | 'closedExpenses' | 'totalClosedExpenses' | 'completionDocuments' | 'activityPhotos' | 'submittedAt' | 'createdAt' | 'updatedAt'> {}
+
+class DealerCompletionDetails extends Model<DealerCompletionDetailsAttributes, DealerCompletionDetailsCreationAttributes> implements DealerCompletionDetailsAttributes {
+  public completionId!: string;
+  public requestId!: string;
+  public activityCompletionDate!: Date;
+  public numberOfParticipants?: number;
+  public closedExpenses?: any;
+  public totalClosedExpenses?: number;
+  public completionDocuments?: any;
+  public activityPhotos?: any;
+  public submittedAt?: Date;
+  public createdAt!: Date;
+  public updatedAt!: Date;
+
+  public workflowRequest?: WorkflowRequest;
+}
+
+DealerCompletionDetails.init(
+  {
+    completionId: {
+      type: DataTypes.UUID,
+      defaultValue: DataTypes.UUIDV4,
+      primaryKey: true,
+      field: 'completion_id'
+    },
+    requestId: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      unique: true,
+      field: 'request_id',
+      references: {
+        model: 'workflow_requests',
+        key: 'request_id'
+      }
+    },
+    activityCompletionDate: {
+      type: DataTypes.DATEONLY,
+      allowNull: false,
+      field: 'activity_completion_date'
+    },
+    numberOfParticipants: {
+      type: DataTypes.INTEGER,
+      allowNull: true,
+      field: 'number_of_participants'
+    },
+    closedExpenses: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'closed_expenses'
+    },
+    totalClosedExpenses: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'total_closed_expenses'
+    },
+    completionDocuments: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'completion_documents'
+    },
+    activityPhotos: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'activity_photos'
+    },
+    submittedAt: {
+      type: DataTypes.DATE,
+      allowNull: true,
+      field: 'submitted_at'
+    },
+    createdAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'created_at'
+    },
+    updatedAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'updated_at'
+    }
+  },
+  {
+    sequelize,
+    modelName: 'DealerCompletionDetails',
+    tableName: 'dealer_completion_details',
+    timestamps: true,
+    createdAt: 'created_at',
+    updatedAt: 'updated_at',
+    indexes: [
+      {
+        unique: true,
+        fields: ['request_id']
+      }
+    ]
+  }
+);
+
+DealerCompletionDetails.belongsTo(WorkflowRequest, {
+  as: 'workflowRequest',
+  foreignKey: 'requestId',
+  targetKey: 'requestId'
+});
+
+WorkflowRequest.hasOne(DealerCompletionDetails, {
+  as: 'completionDetails',
+  foreignKey: 'requestId',
+  sourceKey: 'requestId'
+});
+
+export { DealerCompletionDetails };
+

src/models/DealerProposalCostItem.ts

@@ -0,0 +1,123 @@
+import { DataTypes, Model, Optional } from 'sequelize';
+import { sequelize } from '@config/database';
+import { DealerProposalDetails } from './DealerProposalDetails';
+import { WorkflowRequest } from './WorkflowRequest';
+
+interface DealerProposalCostItemAttributes {
+  costItemId: string;
+  proposalId: string;
+  requestId: string;
+  itemDescription: string;
+  amount: number;
+  itemOrder: number;
+  createdAt: Date;
+  updatedAt: Date;
+}
+
+interface DealerProposalCostItemCreationAttributes extends Optional<DealerProposalCostItemAttributes, 'costItemId' | 'itemOrder' | 'createdAt' | 'updatedAt'> {}
+
+class DealerProposalCostItem extends Model<DealerProposalCostItemAttributes, DealerProposalCostItemCreationAttributes> implements DealerProposalCostItemAttributes {
+  public costItemId!: string;
+  public proposalId!: string;
+  public requestId!: string;
+  public itemDescription!: string;
+  public amount!: number;
+  public itemOrder!: number;
+  public createdAt!: Date;
+  public updatedAt!: Date;
+
+  // Associations
+  public proposal?: DealerProposalDetails;
+  public workflowRequest?: WorkflowRequest;
+}
+
+DealerProposalCostItem.init(
+  {
+    costItemId: {
+      type: DataTypes.UUID,
+      defaultValue: DataTypes.UUIDV4,
+      primaryKey: true,
+      field: 'cost_item_id'
+    },
+    proposalId: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      field: 'proposal_id',
+      references: {
+        model: 'dealer_proposal_details',
+        key: 'proposal_id'
+      }
+    },
+    requestId: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      field: 'request_id',
+      references: {
+        model: 'workflow_requests',
+        key: 'request_id'
+      }
+    },
+    itemDescription: {
+      type: DataTypes.STRING(500),
+      allowNull: false,
+      field: 'item_description'
+    },
+    amount: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: false
+    },
+    itemOrder: {
+      type: DataTypes.INTEGER,
+      allowNull: false,
+      defaultValue: 0,
+      field: 'item_order'
+    },
+    createdAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'created_at'
+    },
+    updatedAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'updated_at'
+    }
+  },
+  {
+    sequelize,
+    modelName: 'DealerProposalCostItem',
+    tableName: 'dealer_proposal_cost_items',
+    timestamps: true,
+    createdAt: 'created_at',
+    updatedAt: 'updated_at',
+    indexes: [
+      { fields: ['proposal_id'], name: 'idx_proposal_cost_items_proposal_id' },
+      { fields: ['request_id'], name: 'idx_proposal_cost_items_request_id' },
+      { fields: ['proposal_id', 'item_order'], name: 'idx_proposal_cost_items_proposal_order' }
+    ]
+  }
+);
+
+// Associations
+DealerProposalCostItem.belongsTo(DealerProposalDetails, {
+  as: 'proposal',
+  foreignKey: 'proposalId',
+  targetKey: 'proposalId'
+});
+
+DealerProposalCostItem.belongsTo(WorkflowRequest, {
+  as: 'workflowRequest',
+  foreignKey: 'requestId',
+  targetKey: 'requestId'
+});
+
+DealerProposalDetails.hasMany(DealerProposalCostItem, {
+  as: 'costItems',
+  foreignKey: 'proposalId',
+  sourceKey: 'proposalId'
+});
+
+export { DealerProposalCostItem };
+

src/models/DealerProposalDetails.ts

@@ -0,0 +1,146 @@
+import { DataTypes, Model, Optional } from 'sequelize';
+import { sequelize } from '@config/database';
+import { WorkflowRequest } from './WorkflowRequest';
+
+interface DealerProposalDetailsAttributes {
+  proposalId: string;
+  requestId: string;
+  proposalDocumentPath?: string;
+  proposalDocumentUrl?: string;
+  costBreakup?: any;  // JSONB array of {description, amount}
+  totalEstimatedBudget?: number;
+  timelineMode?: 'date' | 'days';
+  expectedCompletionDate?: Date;
+  expectedCompletionDays?: number;
+  dealerComments?: string;
+  submittedAt?: Date;
+  createdAt: Date;
+  updatedAt: Date;
+}
+
+interface DealerProposalDetailsCreationAttributes extends Optional<DealerProposalDetailsAttributes, 'proposalId' | 'proposalDocumentPath' | 'proposalDocumentUrl' | 'costBreakup' | 'totalEstimatedBudget' | 'timelineMode' | 'expectedCompletionDate' | 'expectedCompletionDays' | 'dealerComments' | 'submittedAt' | 'createdAt' | 'updatedAt'> {}
+
+class DealerProposalDetails extends Model<DealerProposalDetailsAttributes, DealerProposalDetailsCreationAttributes> implements DealerProposalDetailsAttributes {
+  public proposalId!: string;
+  public requestId!: string;
+  public proposalDocumentPath?: string;
+  public proposalDocumentUrl?: string;
+  public costBreakup?: any;
+  public totalEstimatedBudget?: number;
+  public timelineMode?: 'date' | 'days';
+  public expectedCompletionDate?: Date;
+  public expectedCompletionDays?: number;
+  public dealerComments?: string;
+  public submittedAt?: Date;
+  public createdAt!: Date;
+  public updatedAt!: Date;
+
+  public workflowRequest?: WorkflowRequest;
+}
+
+DealerProposalDetails.init(
+  {
+    proposalId: {
+      type: DataTypes.UUID,
+      defaultValue: DataTypes.UUIDV4,
+      primaryKey: true,
+      field: 'proposal_id'
+    },
+    requestId: {
+      type: DataTypes.UUID,
+      allowNull: false,
+      unique: true,
+      field: 'request_id',
+      references: {
+        model: 'workflow_requests',
+        key: 'request_id'
+      }
+    },
+    proposalDocumentPath: {
+      type: DataTypes.STRING(500),
+      allowNull: true,
+      field: 'proposal_document_path'
+    },
+    proposalDocumentUrl: {
+      type: DataTypes.STRING(500),
+      allowNull: true,
+      field: 'proposal_document_url'
+    },
+    costBreakup: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'cost_breakup'
+    },
+    totalEstimatedBudget: {
+      type: DataTypes.DECIMAL(15, 2),
+      allowNull: true,
+      field: 'total_estimated_budget'
+    },
+    timelineMode: {
+      type: DataTypes.STRING(10),
+      allowNull: true,
+      field: 'timeline_mode'
+    },
+    expectedCompletionDate: {
+      type: DataTypes.DATEONLY,
+      allowNull: true,
+      field: 'expected_completion_date'
+    },
+    expectedCompletionDays: {
+      type: DataTypes.INTEGER,
+      allowNull: true,
+      field: 'expected_completion_days'
+    },
+    dealerComments: {
+      type: DataTypes.TEXT,
+      allowNull: true,
+      field: 'dealer_comments'
+    },
+    submittedAt: {
+      type: DataTypes.DATE,
+      allowNull: true,
+      field: 'submitted_at'
+    },
+    createdAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'created_at'
+    },
+    updatedAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'updated_at'
+    }
+  },
+  {
+    sequelize,
+    modelName: 'DealerProposalDetails',
+    tableName: 'dealer_proposal_details',
+    timestamps: true,
+    createdAt: 'created_at',
+    updatedAt: 'updated_at',
+    indexes: [
+      {
+        unique: true,
+        fields: ['request_id']
+      }
+    ]
+  }
+);
+
+DealerProposalDetails.belongsTo(WorkflowRequest, {
+  as: 'workflowRequest',
+  foreignKey: 'requestId',
+  targetKey: 'requestId'
+});
+
+WorkflowRequest.hasOne(DealerProposalDetails, {
+  as: 'proposalDetails',
+  foreignKey: 'requestId',
+  sourceKey: 'requestId'
+});
+
+export { DealerProposalDetails };
+

src/models/WorkflowRequest.ts

@@ -8,6 +8,8 @@ interface WorkflowRequestAttributes {
   requestNumber: string;
   initiatorId: string;
   templateType: 'CUSTOM' | 'TEMPLATE';
+  workflowType?: string;  // 'NON_TEMPLATIZED' | 'CLAIM_MANAGEMENT' | etc.
+  templateId?: string;    // Reference to workflow_templates if using admin template
   title: string;
   description: string;
   priority: Priority;
@@ -38,6 +40,8 @@ class WorkflowRequest extends Model<WorkflowRequestAttributes, WorkflowRequestCr
   public requestNumber!: string;
   public initiatorId!: string;
   public templateType!: 'CUSTOM' | 'TEMPLATE';
+  public workflowType?: string;
+  public templateId?: string;
   public title!: string;
   public description!: string;
   public priority!: Priority;
@@ -92,6 +96,23 @@ WorkflowRequest.init(
       defaultValue: 'CUSTOM',
       field: 'template_type'
     },
+    workflowType: {
+      type: DataTypes.STRING(50),
+      allowNull: true,
+      defaultValue: 'NON_TEMPLATIZED',
+      field: 'workflow_type',
+      // Don't fail if column doesn't exist (for backward compatibility with old environments)
+      // Sequelize will handle this gracefully if the column is missing
+    },
+    templateId: {
+      type: DataTypes.UUID,
+      allowNull: true,
+      field: 'template_id',
+      references: {
+        model: 'workflow_templates',
+        key: 'template_id'
+      }
+    },
     title: {
       type: DataTypes.STRING(500),
       allowNull: false
@@ -223,6 +244,12 @@ WorkflowRequest.init(
       },
       {
         fields: ['created_at']
+      },
+      {
+        fields: ['workflow_type']
+      },
+      {
+        fields: ['template_id']
       }
     ]
   }

src/models/WorkflowTemplate.ts

@@ -0,0 +1,180 @@
+import { DataTypes, Model, Optional } from 'sequelize';
+import { sequelize } from '@config/database';
+import { User } from './User';
+
+interface WorkflowTemplateAttributes {
+  templateId: string;
+  templateName: string;
+  templateCode?: string;
+  templateDescription?: string;
+  templateCategory?: string;
+  workflowType?: string;
+  approvalLevelsConfig?: any;
+  defaultTatHours?: number;
+  formStepsConfig?: any;
+  userFieldMappings?: any;
+  dynamicApproverConfig?: any;
+  isActive: boolean;
+  isSystemTemplate: boolean;
+  usageCount: number;
+  createdBy?: string;
+  createdAt: Date;
+  updatedAt: Date;
+}
+
+interface WorkflowTemplateCreationAttributes extends Optional<WorkflowTemplateAttributes, 'templateId' | 'templateCode' | 'templateDescription' | 'templateCategory' | 'workflowType' | 'approvalLevelsConfig' | 'defaultTatHours' | 'formStepsConfig' | 'userFieldMappings' | 'dynamicApproverConfig' | 'createdBy' | 'createdAt' | 'updatedAt'> {}
+
+class WorkflowTemplate extends Model<WorkflowTemplateAttributes, WorkflowTemplateCreationAttributes> implements WorkflowTemplateAttributes {
+  public templateId!: string;
+  public templateName!: string;
+  public templateCode?: string;
+  public templateDescription?: string;
+  public templateCategory?: string;
+  public workflowType?: string;
+  public approvalLevelsConfig?: any;
+  public defaultTatHours?: number;
+  public formStepsConfig?: any;
+  public userFieldMappings?: any;
+  public dynamicApproverConfig?: any;
+  public isActive!: boolean;
+  public isSystemTemplate!: boolean;
+  public usageCount!: number;
+  public createdBy?: string;
+  public createdAt!: Date;
+  public updatedAt!: Date;
+
+  // Associations
+  public creator?: User;
+}
+
+WorkflowTemplate.init(
+  {
+    templateId: {
+      type: DataTypes.UUID,
+      defaultValue: DataTypes.UUIDV4,
+      primaryKey: true,
+      field: 'template_id'
+    },
+    templateName: {
+      type: DataTypes.STRING(200),
+      allowNull: false,
+      field: 'template_name'
+    },
+    templateCode: {
+      type: DataTypes.STRING(50),
+      allowNull: true,
+      unique: true,
+      field: 'template_code'
+    },
+    templateDescription: {
+      type: DataTypes.TEXT,
+      allowNull: true,
+      field: 'template_description'
+    },
+    templateCategory: {
+      type: DataTypes.STRING(100),
+      allowNull: true,
+      field: 'template_category'
+    },
+    workflowType: {
+      type: DataTypes.STRING(50),
+      allowNull: true,
+      field: 'workflow_type'
+    },
+    approvalLevelsConfig: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'approval_levels_config'
+    },
+    defaultTatHours: {
+      type: DataTypes.DECIMAL(10, 2),
+      allowNull: true,
+      defaultValue: 24,
+      field: 'default_tat_hours'
+    },
+    formStepsConfig: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'form_steps_config'
+    },
+    userFieldMappings: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'user_field_mappings'
+    },
+    dynamicApproverConfig: {
+      type: DataTypes.JSONB,
+      allowNull: true,
+      field: 'dynamic_approver_config'
+    },
+    isActive: {
+      type: DataTypes.BOOLEAN,
+      allowNull: false,
+      defaultValue: true,
+      field: 'is_active'
+    },
+    isSystemTemplate: {
+      type: DataTypes.BOOLEAN,
+      allowNull: false,
+      defaultValue: false,
+      field: 'is_system_template'
+    },
+    usageCount: {
+      type: DataTypes.INTEGER,
+      allowNull: false,
+      defaultValue: 0,
+      field: 'usage_count'
+    },
+    createdBy: {
+      type: DataTypes.UUID,
+      allowNull: true,
+      field: 'created_by',
+      references: {
+        model: 'users',
+        key: 'user_id'
+      }
+    },
+    createdAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'created_at'
+    },
+    updatedAt: {
+      type: DataTypes.DATE,
+      allowNull: false,
+      defaultValue: DataTypes.NOW,
+      field: 'updated_at'
+    }
+  },
+  {
+    sequelize,
+    modelName: 'WorkflowTemplate',
+    tableName: 'workflow_templates',
+    timestamps: true,
+    createdAt: 'created_at',
+    updatedAt: 'updated_at',
+    indexes: [
+      {
+        unique: true,
+        fields: ['template_code']
+      },
+      {
+        fields: ['workflow_type']
+      },
+      {
+        fields: ['is_active']
+      }
+    ]
+  }
+);
+
+// Associations
+WorkflowTemplate.belongsTo(User, {
+  as: 'creator',
+  foreignKey: 'createdBy',
+  targetKey: 'userId'
+});
+
+export { WorkflowTemplate };
+

src/models/index.ts

@@ -16,6 +16,11 @@ import { Notification } from './Notification';
 import ConclusionRemark from './ConclusionRemark';
 import RequestSummary from './RequestSummary';
 import SharedSummary from './SharedSummary';
+import { DealerClaimDetails } from './DealerClaimDetails';
+import { DealerProposalDetails } from './DealerProposalDetails';
+import { DealerCompletionDetails } from './DealerCompletionDetails';
+import { DealerProposalCostItem } from './DealerProposalCostItem';
+import { WorkflowTemplate } from './WorkflowTemplate';
 
 // Define associations
 const defineAssociations = () => {
@@ -138,7 +143,12 @@ export {
   Notification,
   ConclusionRemark,
   RequestSummary,
-  SharedSummary
+  SharedSummary,
+  DealerClaimDetails,
+  DealerProposalDetails,
+  DealerCompletionDetails,
+  DealerProposalCostItem,
+  WorkflowTemplate
 };
 
 // Export default sequelize instance

src/routes/dealer.routes.ts

@@ -0,0 +1,38 @@
+import { Router } from 'express';
+import { DealerController } from '../controllers/dealer.controller';
+import { authenticateToken } from '../middlewares/auth.middleware';
+import { asyncHandler } from '../middlewares/errorHandler.middleware';
+
+const router = Router();
+const dealerController = new DealerController();
+
+/**
+ * @route   GET /api/v1/dealers
+ * @desc    Get all dealers
+ * @access  Private
+ */
+router.get('/', authenticateToken, asyncHandler(dealerController.getAllDealers.bind(dealerController)));
+
+/**
+ * @route   GET /api/v1/dealers/search
+ * @desc    Search dealers by name, code, or email
+ * @access  Private
+ */
+router.get('/search', authenticateToken, asyncHandler(dealerController.searchDealers.bind(dealerController)));
+
+/**
+ * @route   GET /api/v1/dealers/code/:dealerCode
+ * @desc    Get dealer by code
+ * @access  Private
+ */
+router.get('/code/:dealerCode', authenticateToken, asyncHandler(dealerController.getDealerByCode.bind(dealerController)));
+
+/**
+ * @route   GET /api/v1/dealers/email/:email
+ * @desc    Get dealer by email
+ * @access  Private
+ */
+router.get('/email/:email', authenticateToken, asyncHandler(dealerController.getDealerByEmail.bind(dealerController)));
+
+export default router;
+

src/routes/dealerClaim.routes.ts

@@ -0,0 +1,78 @@
+import { Router } from 'express';
+import { DealerClaimController } from '../controllers/dealerClaim.controller';
+import { authenticateToken } from '../middlewares/auth.middleware';
+import { asyncHandler } from '../middlewares/errorHandler.middleware';
+import multer from 'multer';
+import path from 'path';
+
+const router = Router();
+const dealerClaimController = new DealerClaimController();
+
+// Configure multer for file uploads (memory storage for direct GCS upload)
+const upload = multer({
+  storage: multer.memoryStorage(),
+  limits: {
+    fileSize: 10 * 1024 * 1024, // 10MB
+  },
+  fileFilter: (req, file, cb) => {
+    const allowedExtensions = ['.pdf', '.doc', '.docx', '.xls', '.xlsx', '.jpg', '.jpeg', '.png', '.zip'];
+    const ext = path.extname(file.originalname).toLowerCase();
+    if (allowedExtensions.includes(ext)) {
+      cb(null, true);
+    } else {
+      cb(new Error(`File type ${ext} not allowed. Allowed types: ${allowedExtensions.join(', ')}`));
+    }
+  },
+});
+
+/**
+ * @route   POST /api/v1/dealer-claims
+ * @desc    Create a new dealer claim request
+ * @access  Private
+ */
+router.post('/', authenticateToken, asyncHandler(dealerClaimController.createClaimRequest.bind(dealerClaimController)));
+
+/**
+ * @route   GET /api/v1/dealer-claims/:requestId
+ * @desc    Get claim details
+ * @access  Private
+ */
+router.get('/:requestId', authenticateToken, asyncHandler(dealerClaimController.getClaimDetails.bind(dealerClaimController)));
+
+/**
+ * @route   POST /api/v1/dealer-claims/:requestId/proposal
+ * @desc    Submit dealer proposal (Step 1)
+ * @access  Private
+ */
+router.post('/:requestId/proposal', authenticateToken, upload.single('proposalDocument'), asyncHandler(dealerClaimController.submitProposal.bind(dealerClaimController)));
+
+/**
+ * @route   POST /api/v1/dealer-claims/:requestId/completion
+ * @desc    Submit completion documents (Step 5)
+ * @access  Private
+ */
+router.post('/:requestId/completion', authenticateToken, asyncHandler(dealerClaimController.submitCompletion.bind(dealerClaimController)));
+
+/**
+ * @route   PUT /api/v1/dealer-claims/:requestId/io
+ * @desc    Update IO details (Step 3)
+ * @access  Private
+ */
+router.put('/:requestId/io', authenticateToken, asyncHandler(dealerClaimController.updateIODetails.bind(dealerClaimController)));
+
+/**
+ * @route   PUT /api/v1/dealer-claims/:requestId/e-invoice
+ * @desc    Update e-invoice details (Step 7)
+ * @access  Private
+ */
+router.put('/:requestId/e-invoice', authenticateToken, asyncHandler(dealerClaimController.updateEInvoice.bind(dealerClaimController)));
+
+/**
+ * @route   PUT /api/v1/dealer-claims/:requestId/credit-note
+ * @desc    Update credit note details (Step 8)
+ * @access  Private
+ */
+router.put('/:requestId/credit-note', authenticateToken, asyncHandler(dealerClaimController.updateCreditNote.bind(dealerClaimController)));
+
+export default router;
+

src/routes/index.ts

@@ -13,6 +13,9 @@ import dashboardRoutes from './dashboard.routes';
 import notificationRoutes from './notification.routes';
 import conclusionRoutes from './conclusion.routes';
 import aiRoutes from './ai.routes';
+import dealerClaimRoutes from './dealerClaim.routes';
+import templateRoutes from './template.routes';
+import dealerRoutes from './dealer.routes';
 
 const router = Router();
 
@@ -40,6 +43,9 @@ router.use('/notifications', notificationRoutes);
 router.use('/conclusions', conclusionRoutes);
 router.use('/ai', aiRoutes);
 router.use('/summaries', summaryRoutes);
+router.use('/dealer-claims', dealerClaimRoutes);
+router.use('/templates', templateRoutes);
+router.use('/dealers', dealerRoutes);
 
 // TODO: Add other route modules as they are implemented
 // router.use('/approvals', approvalRoutes);

src/routes/template.routes.ts

@@ -0,0 +1,53 @@
+import { Router } from 'express';
+import { TemplateController } from '../controllers/template.controller';
+import { authenticateToken } from '../middlewares/auth.middleware';
+import { asyncHandler } from '../middlewares/errorHandler.middleware';
+import { requireAdmin } from '../middlewares/auth.middleware';
+
+const router = Router();
+const templateController = new TemplateController();
+
+/**
+ * @route   GET /api/v1/templates
+ * @desc    List all templates (with optional filters)
+ * @access  Private
+ */
+router.get('/', authenticateToken, asyncHandler(templateController.listTemplates.bind(templateController)));
+
+/**
+ * @route   GET /api/v1/templates/active
+ * @desc    Get active templates for workflow creation
+ * @access  Private
+ */
+router.get('/active', authenticateToken, asyncHandler(templateController.getActiveTemplates.bind(templateController)));
+
+/**
+ * @route   GET /api/v1/templates/:templateId
+ * @desc    Get template by ID
+ * @access  Private
+ */
+router.get('/:templateId', authenticateToken, asyncHandler(templateController.getTemplate.bind(templateController)));
+
+/**
+ * @route   POST /api/v1/templates
+ * @desc    Create a new template
+ * @access  Private (Admin only)
+ */
+router.post('/', authenticateToken, requireAdmin, asyncHandler(templateController.createTemplate.bind(templateController)));
+
+/**
+ * @route   PUT /api/v1/templates/:templateId
+ * @desc    Update template
+ * @access  Private (Admin only)
+ */
+router.put('/:templateId', authenticateToken, requireAdmin, asyncHandler(templateController.updateTemplate.bind(templateController)));
+
+/**
+ * @route   DELETE /api/v1/templates/:templateId
+ * @desc    Delete template (soft delete)
+ * @access  Private (Admin only)
+ */
+router.delete('/:templateId', authenticateToken, requireAdmin, asyncHandler(templateController.deleteTemplate.bind(templateController)));
+
+export default router;
+

src/scripts/migrate.ts

@@ -22,6 +22,11 @@ import * as m18 from '../migrations/20251118-add-breach-reason-to-approval-level
 import * as m19 from '../migrations/20251121-add-ai-model-configs';
 import * as m20 from '../migrations/20250122-create-request-summaries';
 import * as m21 from '../migrations/20250122-create-shared-summaries';
+import * as m22 from '../migrations/20251210-add-workflow-type-support';
+import * as m23 from '../migrations/20251210-enhance-workflow-templates';
+import * as m24 from '../migrations/20251210-add-template-id-foreign-key';
+import * as m25 from '../migrations/20251210-create-dealer-claim-tables';
+import * as m26 from '../migrations/20251210-create-proposal-cost-items-table';
 
 interface Migration {
   name: string;
@@ -58,6 +63,11 @@ const migrations: Migration[] = [
   { name: '20251121-add-ai-model-configs', module: m19 },
   { name: '20250122-create-request-summaries', module: m20 },
   { name: '20250122-create-shared-summaries', module: m21 },
+  { name: '20251210-add-workflow-type-support', module: m22 },
+  { name: '20251210-enhance-workflow-templates', module: m23 },
+  { name: '20251210-add-template-id-foreign-key', module: m24 },
+  { name: '20251210-create-dealer-claim-tables', module: m25 },
+  { name: '20251210-create-proposal-cost-items-table', module: m26 },
 ];
 
 /**

src/scripts/seed-dealers.ts

@@ -0,0 +1,182 @@
+/**
+ * Seed Dealer Users
+ * Creates dealer users for claim management workflow
+ * These users will act as action takers in the workflow
+ */
+
+import { sequelize } from '../config/database';
+import { User } from '../models/User';
+import logger from '../utils/logger';
+
+interface DealerData {
+  email: string;
+  dealerCode: string;
+  dealerName: string;
+  displayName: string;
+  department?: string;
+  designation?: string;
+  phone?: string;
+  role?: 'USER' | 'MANAGEMENT' | 'ADMIN';
+}
+
+const dealers: DealerData[] = [
+  {
+    email: 'test.2@royalenfield.com',
+    dealerCode: 'RE-MH-001',
+    dealerName: 'Royal Motors Mumbai',
+    displayName: 'Royal Motors Mumbai',
+    department: 'Dealer Operations',
+    designation: 'Dealer',
+    phone: '+91-9876543210',
+    role: 'USER',
+  },
+  {
+    email: 'test.4@royalenfield.com',
+    dealerCode: 'RE-DL-002',
+    dealerName: 'Delhi enfield center',
+    displayName: 'Delhi Enfield Center',
+    department: 'Dealer Operations',
+    designation: 'Dealer',
+    phone: '+91-9876543211',
+    role: 'USER',
+  },
+];
+
+async function seedDealers(): Promise<void> {
+  try {
+    logger.info('[Seed Dealers] Starting dealer user seeding...');
+
+    for (const dealer of dealers) {
+      // Check if user already exists
+      const existingUser = await User.findOne({
+        where: { email: dealer.email },
+      });
+
+      if (existingUser) {
+        // User already exists (likely from Okta SSO login)
+        const isOktaUser = existingUser.oktaSub && !existingUser.oktaSub.startsWith('dealer-');
+        
+        if (isOktaUser) {
+          logger.info(`[Seed Dealers] User ${dealer.email} already exists as Okta user (oktaSub: ${existingUser.oktaSub}), updating dealer-specific fields only...`);
+        } else {
+          logger.info(`[Seed Dealers] User ${dealer.email} already exists, updating dealer information...`);
+        }
+        
+        // Update existing user with dealer information
+        // IMPORTANT: Preserve Okta data (oktaSub, role from Okta, etc.) and only update dealer-specific fields
+        const nameParts = dealer.dealerName.split(' ');
+        const firstName = nameParts[0] || dealer.dealerName;
+        const lastName = nameParts.slice(1).join(' ') || '';
+
+        // Build update object - only update fields that don't conflict with Okta data
+        const updateData: any = {
+          // Always update dealer code in employeeId (this is dealer-specific, safe to update)
+          employeeId: dealer.dealerCode,
+        };
+
+        // Only update displayName if it's different or if current one is empty
+        if (!existingUser.displayName || existingUser.displayName !== dealer.displayName) {
+          updateData.displayName = dealer.displayName;
+        }
+
+        // Only update designation if current one doesn't indicate dealer role
+        if (!existingUser.designation || !existingUser.designation.toLowerCase().includes('dealer')) {
+          updateData.designation = dealer.designation || existingUser.designation;
+        }
+
+        // Only update department if it's not set or if we want to ensure "Dealer Operations"
+        if (!existingUser.department || existingUser.department !== 'Dealer Operations') {
+          updateData.department = dealer.department || existingUser.department;
+        }
+
+        // Update phone if not set
+        if (!existingUser.phone && dealer.phone) {
+          updateData.phone = dealer.phone;
+        }
+
+        // Update name parts if not set
+        if (!existingUser.firstName && firstName) {
+          updateData.firstName = firstName;
+        }
+        if (!existingUser.lastName && lastName) {
+          updateData.lastName = lastName;
+        }
+
+        await existingUser.update(updateData);
+
+        if (isOktaUser) {
+          logger.info(`[Seed Dealers] ✅ Updated existing Okta user ${dealer.email} with dealer code: ${dealer.dealerCode}`);
+          logger.info(`[Seed Dealers] Preserved Okta data: oktaSub=${existingUser.oktaSub}, role=${existingUser.role}`);
+        } else {
+          logger.info(`[Seed Dealers] ✅ Updated user ${dealer.email} with dealer code: ${dealer.dealerCode}`);
+        }
+      } else {
+        // User doesn't exist - create new dealer user
+        // NOTE: If dealer is an Okta user, they should login via SSO first to be created automatically
+        // This creates a placeholder user that will be updated when they login via SSO
+        logger.warn(`[Seed Dealers] User ${dealer.email} not found in database. Creating placeholder user...`);
+        logger.warn(`[Seed Dealers] ⚠️ If this user is an Okta user, they should login via SSO first to be created automatically.`);
+        logger.warn(`[Seed Dealers] ⚠️ The oktaSub will be updated when they login via SSO.`);
+        
+        // Generate a UUID for userId
+        const { v4: uuidv4 } = require('uuid');
+        const userId = uuidv4();
+
+        const nameParts = dealer.dealerName.split(' ');
+        const firstName = nameParts[0] || dealer.dealerName;
+        const lastName = nameParts.slice(1).join(' ') || '';
+
+        await User.create({
+          userId,
+          email: dealer.email.toLowerCase(),
+          displayName: dealer.displayName,
+          firstName,
+          lastName,
+          department: dealer.department || 'Dealer Operations',
+          designation: dealer.designation || 'Dealer',
+          phone: dealer.phone,
+          role: dealer.role || 'USER',
+          employeeId: dealer.dealerCode, // Store dealer code in employeeId field
+          isActive: true,
+          // Set placeholder oktaSub - will be updated when user logs in via SSO
+          // Using a recognizable pattern so we know it's a placeholder
+          oktaSub: `dealer-${dealer.dealerCode}-pending-sso`,
+          emailNotificationsEnabled: true,
+          pushNotificationsEnabled: false,
+          inAppNotificationsEnabled: true,
+          createdAt: new Date(),
+          updatedAt: new Date(),
+        } as any);
+
+        logger.info(`[Seed Dealers] ⚠️ Created placeholder dealer user: ${dealer.email} (${dealer.dealerCode})`);
+        logger.info(`[Seed Dealers] ⚠️ User should login via SSO to update oktaSub field with real Okta subject ID`);
+      }
+    }
+
+    logger.info('[Seed Dealers] ✅ Dealer seeding completed successfully');
+  } catch (error) {
+    logger.error('[Seed Dealers] ❌ Error seeding dealers:', error);
+    throw error;
+  }
+}
+
+// Run if called directly
+if (require.main === module) {
+  sequelize
+    .authenticate()
+    .then(() => {
+      logger.info('[Seed Dealers] Database connection established');
+      return seedDealers();
+    })
+    .then(() => {
+      logger.info('[Seed Dealers] Seeding completed');
+      process.exit(0);
+    })
+    .catch((error) => {
+      logger.error('[Seed Dealers] Seeding failed:', error);
+      process.exit(1);
+    });
+}
+
+export { seedDealers, dealers };
+

src/services/auth.service.ts

@@ -7,6 +7,201 @@ import logger, { logAuthEvent } from '../utils/logger';
 import axios from 'axios';
 
 export class AuthService {
+  /**
+   * Fetch user details from Okta Users API (full profile with manager, employeeID, etc.)
+   * Falls back to userinfo endpoint if Users API fails or token is not configured
+   */
+  private async fetchUserFromOktaUsersAPI(oktaSub: string, email: string, accessToken: string): Promise<any> {
+    try {
+      // Check if API token is configured
+      if (!ssoConfig.oktaApiToken || ssoConfig.oktaApiToken.trim() === '') {
+        logger.info('OKTA_API_TOKEN not configured, will use userinfo endpoint as fallback');
+        return null;
+      }
+
+      // Try to fetch from Users API using email first (as shown in curl example)
+      // If email lookup fails, try with oktaSub (user ID)
+      let usersApiResponse: any = null;
+      
+      // First attempt: Use email (preferred method as shown in curl example)
+      if (email) {
+        const usersApiEndpoint = `${ssoConfig.oktaDomain}/api/v1/users/${encodeURIComponent(email)}`;
+        
+        logger.info('Fetching user from Okta Users API (using email)', {
+          endpoint: usersApiEndpoint.replace(email, email.substring(0, 5) + '...'),
+          hasApiToken: !!ssoConfig.oktaApiToken,
+        });
+
+        try {
+          const response = await axios.get(usersApiEndpoint, {
+            headers: {
+              'Authorization': `SSWS ${ssoConfig.oktaApiToken}`,
+              'Accept': 'application/json',
+            },
+            validateStatus: (status) => status < 500, // Don't throw on 4xx errors
+          });
+
+          if (response.status === 200 && response.data) {
+            logger.info('Successfully fetched user from Okta Users API (using email)', {
+              userId: response.data.id,
+              hasProfile: !!response.data.profile,
+            });
+            return response.data;
+          }
+        } catch (emailError: any) {
+          logger.warn('Users API lookup with email failed, will try with oktaSub', {
+            status: emailError.response?.status,
+            error: emailError.message,
+          });
+        }
+      }
+
+      // Second attempt: Use oktaSub (user ID) if email lookup failed
+      if (oktaSub) {
+        const usersApiEndpoint = `${ssoConfig.oktaDomain}/api/v1/users/${encodeURIComponent(oktaSub)}`;
+        
+        logger.info('Fetching user from Okta Users API (using oktaSub)', {
+          endpoint: usersApiEndpoint.replace(oktaSub, oktaSub.substring(0, 10) + '...'),
+          hasApiToken: !!ssoConfig.oktaApiToken,
+        });
+
+        try {
+          const response = await axios.get(usersApiEndpoint, {
+            headers: {
+              'Authorization': `SSWS ${ssoConfig.oktaApiToken}`,
+              'Accept': 'application/json',
+            },
+            validateStatus: (status) => status < 500,
+          });
+
+          if (response.status === 200 && response.data) {
+            logger.info('Successfully fetched user from Okta Users API (using oktaSub)', {
+              userId: response.data.id,
+              hasProfile: !!response.data.profile,
+            });
+            return response.data;
+          } else {
+            logger.warn('Okta Users API returned non-200 status (oktaSub lookup)', {
+              status: response.status,
+              statusText: response.statusText,
+            });
+          }
+        } catch (oktaSubError: any) {
+          logger.warn('Users API lookup with oktaSub also failed', {
+            status: oktaSubError.response?.status,
+            error: oktaSubError.message,
+          });
+        }
+      }
+
+      return null;
+    } catch (error: any) {
+      logger.warn('Failed to fetch from Okta Users API, will use userinfo fallback', {
+        error: error.message,
+        status: error.response?.status,
+      });
+      return null;
+    }
+  }
+
+  /**
+   * Extract user data from Okta Users API response
+   */
+  private extractUserDataFromUsersAPI(oktaUserResponse: any, oktaSub: string): SSOUserData | null {
+    try {
+      const profile = oktaUserResponse.profile || {};
+      
+      const userData: SSOUserData = {
+        oktaSub: oktaSub || oktaUserResponse.id || '',
+        email: profile.email || profile.login || '',
+        employeeId: profile.employeeID || profile.employeeId || profile.employee_id || undefined,
+        firstName: profile.firstName || undefined,
+        lastName: profile.lastName || undefined,
+        displayName: profile.displayName || undefined,
+        department: profile.department || undefined,
+        designation: profile.title || profile.designation || undefined,
+        phone: profile.mobilePhone || profile.phone || profile.phoneNumber || undefined,
+        manager: profile.manager || undefined, // Store manager name if available
+      };
+
+      // Validate required fields
+      if (!userData.oktaSub || !userData.email) {
+        logger.warn('Users API response missing required fields (oktaSub or email)');
+        return null;
+      }
+
+      logger.info('Extracted user data from Okta Users API', {
+        oktaSub: userData.oktaSub,
+        email: userData.email,
+        employeeId: userData.employeeId || 'not provided',
+        hasManager: !!userData.manager,
+        hasDepartment: !!userData.department,
+        hasDesignation: !!userData.designation,
+      });
+
+      return userData;
+    } catch (error) {
+      logger.error('Error extracting user data from Users API response', error);
+      return null;
+    }
+  }
+
+  /**
+   * Extract user data from Okta userinfo endpoint (fallback)
+   */
+  private extractUserDataFromUserInfo(oktaUser: any, oktaSub: string): SSOUserData {
+    // Extract oktaSub (required)
+    const sub = oktaSub || oktaUser.sub || '';
+    if (!sub) {
+      throw new Error('Okta sub (subject identifier) is required but not found in response');
+    }
+
+    // Extract employeeId (optional)
+    const employeeId = 
+      oktaUser.employeeId || 
+      oktaUser.employee_id || 
+      oktaUser.empId || 
+      oktaUser.employeeNumber ||
+      undefined;
+
+    const userData: SSOUserData = {
+      oktaSub: sub,
+      email: oktaUser.email || '',
+      employeeId: employeeId,
+    };
+
+    // Validate: Ensure we're not accidentally using oktaSub as employeeId
+    if (employeeId === sub) {
+      logger.warn('Warning: employeeId matches oktaSub - this should not happen unless explicitly set in Okta', {
+        oktaSub: sub,
+        employeeId,
+      });
+      userData.employeeId = undefined;
+    }
+
+    // Only set optional fields if they have values
+    if (oktaUser.given_name || oktaUser.firstName) {
+      userData.firstName = oktaUser.given_name || oktaUser.firstName;
+    }
+    if (oktaUser.family_name || oktaUser.lastName) {
+      userData.lastName = oktaUser.family_name || oktaUser.lastName;
+    }
+    if (oktaUser.name) {
+      userData.displayName = oktaUser.name;
+    }
+    if (oktaUser.department) {
+      userData.department = oktaUser.department;
+    }
+    if (oktaUser.title || oktaUser.designation) {
+      userData.designation = oktaUser.title || oktaUser.designation;
+    }
+    if (oktaUser.phone_number || oktaUser.phone) {
+      userData.phone = oktaUser.phone_number || oktaUser.phone;
+    }
+
+    return userData;
+  }
+
   /**
    * Handle SSO callback from frontend
    * Creates new user or updates existing user based on employeeId
@@ -59,6 +254,7 @@ export class AuthService {
       if (userData.department) userUpdateData.department = userData.department;
       if (userData.designation) userUpdateData.designation = userData.designation;
       if (userData.phone) userUpdateData.phone = userData.phone;
+      if (userData.manager) userUpdateData.manager = userData.manager; // Manager name from Okta
 
       // Check if user exists by email (primary identifier)
       let user = await User.findOne({
@@ -88,6 +284,7 @@ export class AuthService {
           department: userData.department || null,
           designation: userData.designation || null,
           phone: userData.phone || null,
+          manager: userData.manager || null, // Manager name from Okta
           isActive: true,
           role: 'USER',
           lastLogin: new Date()
@@ -306,45 +503,29 @@ export class AuthService {
         },
       });
 
-      const oktaUser = userInfoResponse.data;
+      const oktaUserInfo = userInfoResponse.data;
+      const oktaSub = oktaUserInfo.sub || '';
       
-      // Step 3: Extract user data from Okta response
-      const oktaSub = oktaUser.sub || '';
       if (!oktaSub) {
         throw new Error('Okta sub (subject identifier) not found in response');
       }
 
-      const employeeId = 
+      // Step 3: Try Users API first (provides full profile including manager, employeeID, etc.)
-        oktaUser.employeeId || 
+      let userData: SSOUserData | null = null;
-        oktaUser.employee_id || 
+      const usersApiResponse = await this.fetchUserFromOktaUsersAPI(oktaSub, oktaUserInfo.email || username, access_token);
-        oktaUser.empId || 
-        oktaUser.employeeNumber ||
-        undefined;
       
-      const userData: SSOUserData = {
+      if (usersApiResponse) {
-        oktaSub: oktaSub,
+        userData = this.extractUserDataFromUsersAPI(usersApiResponse, oktaSub);
-        email: oktaUser.email || username,
+      }
-        employeeId: employeeId,
-      };
 
-      // Add optional fields
+      // Fallback to userinfo endpoint if Users API failed or returned null
-      if (oktaUser.given_name || oktaUser.firstName) {
+      if (!userData) {
-        userData.firstName = oktaUser.given_name || oktaUser.firstName;
+        logger.info('Using userinfo endpoint as fallback (Users API unavailable or failed)');
-      }
+        userData = this.extractUserDataFromUserInfo(oktaUserInfo, oktaSub);
-      if (oktaUser.family_name || oktaUser.lastName) {
+        // Override email with username if needed
-        userData.lastName = oktaUser.family_name || oktaUser.lastName;
+        if (!userData.email && username) {
-      }
+          userData.email = username;
-      if (oktaUser.name) {
+        }
-        userData.displayName = oktaUser.name;
-      }
-      if (oktaUser.department) {
-        userData.department = oktaUser.department;
-      }
-      if (oktaUser.title || oktaUser.designation) {
-        userData.designation = oktaUser.title || oktaUser.designation;
-      }
-      if (oktaUser.phone_number || oktaUser.phone) {
-        userData.phone = oktaUser.phone_number || oktaUser.phone;
       }
 
       logger.info('User data extracted from Okta', {
@@ -483,7 +664,8 @@ export class AuthService {
         hasIdToken: !!id_token,
       });
 
-      // Get user info from Okta using access token
+      // Step 1: Try to get user info from Okta Users API (full profile with manager, employeeID, etc.)
+      // First, get oktaSub from userinfo to use as user ID
       const userInfoEndpoint = `${ssoConfig.oktaDomain}/oauth2/default/v1/userinfo`;
       const userInfoResponse = await axios.get(userInfoEndpoint, {
         headers: {
@@ -491,98 +673,35 @@ export class AuthService {
         },
       });
 
-      const oktaUser = userInfoResponse.data;
+      const oktaUserInfo = userInfoResponse.data;
+      const oktaSub = oktaUserInfo.sub || '';
       
-      // Log the full Okta response to see what attributes are available
-      logger.info('Okta userinfo response received', {
-        availableKeys: Object.keys(oktaUser || {}),
-        sub: oktaUser.sub,
-        email: oktaUser.email,
-        // Log specific fields that might be employeeId
-        employeeId: oktaUser.employeeId || oktaUser.employee_id || oktaUser.empId || 'NOT_FOUND',
-        // Log other common custom attributes
-        customAttributes: Object.keys(oktaUser || {}).filter(key => 
-          key.includes('employee') || key.includes('emp') || key.includes('id')
-        ),
-      });
-
-      // Extract oktaSub (required) - this is the Okta subject identifier
-      // IMPORTANT: Do NOT use oktaSub for employeeId - they are separate fields
-      const oktaSub = oktaUser.sub || '';
       if (!oktaSub) {
         throw new Error('Okta sub (subject identifier) is required but not found in response');
       }
 
-      // Extract employeeId (optional) - ONLY from custom Okta attributes, NOT from sub
+      // Try Users API first (provides full profile including manager, employeeID, etc.)
-      // Check multiple possible sources for actual employee ID attribute:
+      let userData: SSOUserData | null = null;
-      // 1. Custom Okta attribute: employeeId, employee_id, empId, employeeNumber
+      const usersApiResponse = await this.fetchUserFromOktaUsersAPI(oktaSub, oktaUserInfo.email || '', access_token);
-      // 2. Leave undefined if not found - DO NOT use oktaSub/sub as fallback
-      const employeeId = 
-        oktaUser.employeeId || 
-        oktaUser.employee_id || 
-        oktaUser.empId || 
-        oktaUser.employeeNumber ||
-        undefined; // Explicitly undefined if not found - oktaSub is stored separately
       
-      // Extract user data from Okta response
+      if (usersApiResponse) {
-      // Adjust these mappings based on your Okta user profile attributes
+        userData = this.extractUserDataFromUsersAPI(usersApiResponse, oktaSub);
-      // Only include fields that have values, leave others undefined for optional handling
-      const userData: SSOUserData = {
-        oktaSub: oktaSub, // Required - Okta subject identifier (stored in okta_sub column)
-        email: oktaUser.email || '',
-        employeeId: employeeId, // Optional - Only if provided as custom attribute, NOT oktaSub
-      };
-
-      // Validate: Ensure we're not accidentally using oktaSub as employeeId
-      if (employeeId === oktaSub) {
-        logger.warn('Warning: employeeId matches oktaSub - this should not happen unless explicitly set in Okta', {
-          oktaSub,
-          employeeId,
-        });
-        // Clear employeeId to avoid confusion - user can update it later if needed
-        userData.employeeId = undefined;
       }
 
-      logger.info('User data extracted from Okta', {
+      // Fallback to userinfo endpoint if Users API failed or returned null
-        oktaSub: oktaSub,
+      if (!userData) {
-        email: oktaUser.email,
+        logger.info('Using userinfo endpoint as fallback (Users API unavailable or failed)');
-        employeeId: employeeId || 'not provided (optional)',
+        userData = this.extractUserDataFromUserInfo(oktaUserInfo, oktaSub);
-        employeeIdSource: oktaUser.employeeId ? 'employeeId attribute' :
-                          oktaUser.employee_id ? 'employee_id attribute' :
-                          oktaUser.empId ? 'empId attribute' :
-                          'not found',
-        note: 'Using email as primary identifier, oktaSub for uniqueness',
-      });
-
-      // Only set optional fields if they have values
-      if (oktaUser.given_name || oktaUser.firstName) {
-        userData.firstName = oktaUser.given_name || oktaUser.firstName;
-      }
-      if (oktaUser.family_name || oktaUser.lastName) {
-        userData.lastName = oktaUser.family_name || oktaUser.lastName;
-      }
-      if (oktaUser.name) {
-        userData.displayName = oktaUser.name;
-      }
-      if (oktaUser.department) {
-        userData.department = oktaUser.department;
-      }
-      if (oktaUser.title || oktaUser.designation) {
-        userData.designation = oktaUser.title || oktaUser.designation;
-      }
-      if (oktaUser.phone_number || oktaUser.phone) {
-        userData.phone = oktaUser.phone_number || oktaUser.phone;
       }
 
-      logger.info('Extracted user data from Okta', {
+      logger.info('Final extracted user data', {
-        employeeId: userData.employeeId,
+        oktaSub: userData.oktaSub,
         email: userData.email,
-        hasFirstName: !!userData.firstName,
+        employeeId: userData.employeeId || 'not provided',
-        hasLastName: !!userData.lastName,
+        hasManager: !!(userData as any).manager,
-        hasDisplayName: !!userData.displayName,
         hasDepartment: !!userData.department,
         hasDesignation: !!userData.designation,
-        hasPhone: !!userData.phone,
+        source: usersApiResponse ? 'Users API' : 'userinfo endpoint',
       });
 
       // Handle SSO callback to create/update user and generate our tokens

src/services/dealer.service.ts

@@ -0,0 +1,166 @@
+/**
+ * Dealer Service
+ * Handles dealer-related operations for claim management
+ */
+
+import { User } from '../models/User';
+import { Op } from 'sequelize';
+import logger from '../utils/logger';
+
+export interface DealerInfo {
+  userId: string;
+  email: string;
+  dealerCode: string;
+  dealerName: string;
+  displayName: string;
+  phone?: string;
+  department?: string;
+  designation?: string;
+}
+
+/**
+ * Get all dealers (users with dealer designation or employeeId starting with 'RE-')
+ */
+export async function getAllDealers(): Promise<DealerInfo[]> {
+  try {
+    const dealers = await User.findAll({
+      where: {
+        [Op.or]: [
+          { designation: { [Op.iLike]: '%dealer%' } as any },
+          { employeeId: { [Op.like]: 'RE-%' } as any },
+          { department: { [Op.iLike]: '%dealer%' } as any },
+        ],
+        isActive: true,
+      },
+      order: [['displayName', 'ASC']],
+    });
+
+    return dealers.map((dealer) => ({
+      userId: dealer.userId,
+      email: dealer.email,
+      dealerCode: dealer.employeeId || '', // Dealer code stored in employeeId
+      dealerName: dealer.displayName || dealer.email,
+      displayName: dealer.displayName || dealer.email,
+      phone: dealer.phone || undefined,
+      department: dealer.department || undefined,
+      designation: dealer.designation || undefined,
+    }));
+  } catch (error) {
+    logger.error('[DealerService] Error fetching dealers:', error);
+    throw error;
+  }
+}
+
+/**
+ * Get dealer by code
+ */
+export async function getDealerByCode(dealerCode: string): Promise<DealerInfo | null> {
+  try {
+    const dealer = await User.findOne({
+      where: {
+        employeeId: dealerCode,
+        isActive: true,
+      },
+    });
+
+    if (!dealer) {
+      return null;
+    }
+
+    return {
+      userId: dealer.userId,
+      email: dealer.email,
+      dealerCode: dealer.employeeId || '',
+      dealerName: dealer.displayName || dealer.email,
+      displayName: dealer.displayName || dealer.email,
+      phone: dealer.phone || undefined,
+      department: dealer.department || undefined,
+      designation: dealer.designation || undefined,
+    };
+  } catch (error) {
+    logger.error('[DealerService] Error fetching dealer by code:', error);
+    throw error;
+  }
+}
+
+/**
+ * Get dealer by email
+ */
+export async function getDealerByEmail(email: string): Promise<DealerInfo | null> {
+  try {
+    const dealer = await User.findOne({
+      where: {
+        email: email.toLowerCase(),
+        isActive: true,
+        [Op.or]: [
+          { designation: { [Op.iLike]: '%dealer%' } as any },
+          { employeeId: { [Op.like]: 'RE-%' } as any },
+        ],
+      },
+    });
+
+    if (!dealer) {
+      return null;
+    }
+
+    return {
+      userId: dealer.userId,
+      email: dealer.email,
+      dealerCode: dealer.employeeId || '',
+      dealerName: dealer.displayName || dealer.email,
+      displayName: dealer.displayName || dealer.email,
+      phone: dealer.phone || undefined,
+      department: dealer.department || undefined,
+      designation: dealer.designation || undefined,
+    };
+  } catch (error) {
+    logger.error('[DealerService] Error fetching dealer by email:', error);
+    throw error;
+  }
+}
+
+/**
+ * Search dealers by name or code
+ */
+export async function searchDealers(searchTerm: string): Promise<DealerInfo[]> {
+  try {
+    const dealers = await User.findAll({
+      where: {
+        [Op.and]: [
+          {
+            [Op.or]: [
+              { designation: { [Op.iLike]: '%dealer%' } as any },
+              { employeeId: { [Op.like]: 'RE-%' } as any },
+              { department: { [Op.iLike]: '%dealer%' } as any },
+            ],
+          },
+          {
+            [Op.or]: [
+              { displayName: { [Op.iLike]: `%${searchTerm}%` } as any },
+              { email: { [Op.iLike]: `%${searchTerm}%` } as any },
+              { employeeId: { [Op.iLike]: `%${searchTerm}%` } as any },
+            ],
+          },
+          { isActive: true },
+        ],
+      },
+      order: [['displayName', 'ASC']],
+      limit: 50, // Limit results
+    });
+
+    return dealers.map((dealer) => ({
+      userId: dealer.userId,
+      email: dealer.email,
+      dealerCode: dealer.employeeId || '',
+      dealerName: dealer.displayName || dealer.email,
+      displayName: dealer.displayName || dealer.email,
+      phone: dealer.phone || undefined,
+      department: dealer.department || undefined,
+      designation: dealer.designation || undefined,
+    }));
+  } catch (error) {
+    logger.error('[DealerService] Error searching dealers:', error);
+    throw error;
+  }
+}
+

src/services/dealerClaim.service.ts

@@ -0,0 +1,964 @@
+import { WorkflowRequest } from '../models/WorkflowRequest';
+import { DealerClaimDetails } from '../models/DealerClaimDetails';
+import { DealerProposalDetails } from '../models/DealerProposalDetails';
+import { DealerCompletionDetails } from '../models/DealerCompletionDetails';
+import { DealerProposalCostItem } from '../models/DealerProposalCostItem';
+import { ApprovalLevel } from '../models/ApprovalLevel';
+import { Participant } from '../models/Participant';
+import { User } from '../models/User';
+import { WorkflowService } from './workflow.service';
+import { ApprovalService } from './approval.service';
+import { generateRequestNumber } from '../utils/helpers';
+import { Priority, WorkflowStatus, ApprovalStatus } from '../types/common.types';
+import { sapIntegrationService } from './sapIntegration.service';
+import { dmsIntegrationService } from './dmsIntegration.service';
+import logger from '../utils/logger';
+
+/**
+ * Dealer Claim Service
+ * Handles business logic specific to dealer claim management workflow
+ */
+export class DealerClaimService {
+  private workflowService = new WorkflowService();
+  private approvalService = new ApprovalService();
+
+  /**
+   * Create a new dealer claim request
+   */
+  async createClaimRequest(
+    userId: string,
+    claimData: {
+      activityName: string;
+      activityType: string;
+      dealerCode: string;
+      dealerName: string;
+      dealerEmail?: string;
+      dealerPhone?: string;
+      dealerAddress?: string;
+      activityDate?: Date;
+      location: string;
+      requestDescription: string;
+      periodStartDate?: Date;
+      periodEndDate?: Date;
+      estimatedBudget?: number;
+    }
+  ): Promise<WorkflowRequest> {
+    try {
+      // Generate request number
+      const requestNumber = await generateRequestNumber();
+
+      // Create workflow request
+      // For claim management, requests are submitted immediately (not drafts)
+      // Step 1 will be active for dealer to submit proposal
+      const workflowRequest = await WorkflowRequest.create({
+        initiatorId: userId,
+        requestNumber,
+        templateType: 'CUSTOM',
+        workflowType: 'CLAIM_MANAGEMENT',
+        title: `${claimData.activityName} - Claim Request`,
+        description: claimData.requestDescription,
+        priority: Priority.STANDARD,
+        status: WorkflowStatus.PENDING, // Submitted, not draft
+        totalLevels: 8, // Fixed 8-step workflow for claim management
+        currentLevel: 1, // Step 1: Dealer Proposal Submission
+        totalTatHours: 0, // Will be calculated from approval levels
+        isDraft: false, // Not a draft - submitted and ready for workflow
+        isDeleted: false,
+      });
+
+      // Create claim details
+      await DealerClaimDetails.create({
+        requestId: workflowRequest.requestId,
+        activityName: claimData.activityName,
+        activityType: claimData.activityType,
+        dealerCode: claimData.dealerCode,
+        dealerName: claimData.dealerName,
+        dealerEmail: claimData.dealerEmail,
+        dealerPhone: claimData.dealerPhone,
+        dealerAddress: claimData.dealerAddress,
+        activityDate: claimData.activityDate,
+        location: claimData.location,
+        periodStartDate: claimData.periodStartDate,
+        periodEndDate: claimData.periodEndDate,
+        estimatedBudget: claimData.estimatedBudget,
+      });
+
+      // Create 8 approval levels for claim management workflow
+      await this.createClaimApprovalLevels(workflowRequest.requestId, userId, claimData.dealerEmail);
+
+      logger.info(`[DealerClaimService] Created claim request: ${workflowRequest.requestNumber}`);
+      return workflowRequest;
+    } catch (error) {
+      logger.error('[DealerClaimService] Error creating claim request:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Create 8-step approval levels for claim management
+   * Maps approvers based on step requirements:
+   * - Step 1 & 5: Dealer (external user via email)
+   * - Step 2 & 6: Initiator (requestor)
+   * - Step 3: Department Lead (resolved from initiator's department/manager)
+   * - Step 4 & 7: System (auto-processed)
+   * - Step 8: Finance Team (resolved from department/role)
+   */
+  private async createClaimApprovalLevels(
+    requestId: string, 
+    initiatorId: string, 
+    dealerEmail?: string
+  ): Promise<void> {
+    const initiator = await User.findByPk(initiatorId);
+    if (!initiator) {
+      throw new Error('Initiator not found');
+    }
+
+    // Resolve Department Lead for Step 3
+    const departmentLead = await this.resolveDepartmentLead(initiator);
+    
+    // Resolve Finance Team for Step 8
+    const financeApprover = await this.resolveFinanceApprover();
+
+    // Step 1: Dealer Proposal Submission (72 hours) - Dealer submits proposal
+    // Step 2: Requestor Evaluation (48 hours) - Initiator evaluates
+    // Step 3: Department Lead Approval (72 hours) - Department Lead approves and blocks IO
+    // Step 4: Activity Creation (Auto - 1 hour) - System auto-processes
+    // Step 5: Dealer Completion Documents (120 hours) - Dealer submits completion docs
+    // Step 6: Requestor Claim Approval (48 hours) - Initiator approves completion
+    // Step 7: E-Invoice Generation (Auto - 1 hour) - System generates via DMS
+    // Step 8: Credit Note Confirmation (48 hours) - Finance confirms credit note (FINAL)
+
+    const steps = [
+      { 
+        level: 1, 
+        name: 'Dealer Proposal Submission', 
+        tatHours: 72, 
+        isAuto: false,
+        approverType: 'dealer' as const,
+        approverEmail: dealerEmail,
+        approverId: null, // Dealer may not exist in system, will use email
+      },
+      { 
+        level: 2, 
+        name: 'Requestor Evaluation', 
+        tatHours: 48, 
+        isAuto: false, 
+        approverType: 'initiator' as const,
+        approverId: initiatorId,
+        approverEmail: initiator.email,
+      },
+      { 
+        level: 3, 
+        name: 'Department Lead Approval', 
+        tatHours: 72, 
+        isAuto: false,
+        approverType: 'department_lead' as const,
+        approverId: departmentLead?.userId || null,
+        approverEmail: departmentLead?.email || initiator.manager || 'deptlead@royalenfield.com',
+      },
+      { 
+        level: 4, 
+        name: 'Activity Creation', 
+        tatHours: 1, 
+        isAuto: true,
+        approverType: 'system' as const,
+        approverId: null,
+        approverEmail: 'system@royalenfield.com',
+      },
+      { 
+        level: 5, 
+        name: 'Dealer Completion Documents', 
+        tatHours: 120, 
+        isAuto: false,
+        approverType: 'dealer' as const,
+        approverEmail: dealerEmail,
+        approverId: null,
+      },
+      { 
+        level: 6, 
+        name: 'Requestor Claim Approval', 
+        tatHours: 48, 
+        isAuto: false, 
+        approverType: 'initiator' as const,
+        approverId: initiatorId,
+        approverEmail: initiator.email,
+      },
+      { 
+        level: 7, 
+        name: 'E-Invoice Generation', 
+        tatHours: 1, 
+        isAuto: true,
+        approverType: 'system' as const,
+        approverId: null,
+        approverEmail: 'system@royalenfield.com',
+      },
+      { 
+        level: 8, 
+        name: 'Credit Note Confirmation', 
+        tatHours: 48, 
+        isAuto: false,
+        approverType: 'finance' as const,
+        approverId: financeApprover?.userId || null,
+        approverEmail: financeApprover?.email || 'finance@royalenfield.com',
+      },
+    ];
+
+    for (const step of steps) {
+      // For dealer steps, try to find dealer user, but allow email-only if not found
+      let approverId = step.approverId;
+      let approverEmail = step.approverEmail || '';
+      let approverName = 'System';
+
+      if (step.isAuto) {
+        // For system/auto steps, use initiator's ID (system steps don't need real approver)
+        approverId = initiatorId;
+        approverName = 'System Auto-Process';
+        approverEmail = approverEmail || 'system@royalenfield.com';
+      } else if (step.approverType === 'dealer' && step.approverEmail) {
+        // Try to find dealer user - must exist in system
+        const dealerUser = await User.findOne({ where: { email: step.approverEmail } });
+        if (dealerUser) {
+          approverId = dealerUser.userId;
+          approverName = dealerUser.displayName || dealerUser.email || 'Dealer';
+          approverEmail = dealerUser.email;
+        } else {
+          // Dealer not found - this should not happen if dealers are seeded
+          // Use initiator as fallback for now, but log a warning
+          logger.warn(`[DealerClaimService] Dealer ${step.approverEmail} not found in system, using initiator as fallback`);
+          approverId = initiatorId;
+          approverName = `Dealer (${step.approverEmail})`;
+          approverEmail = step.approverEmail;
+        }
+      } else if (step.approverType === 'initiator') {
+        approverId = initiatorId;
+        approverName = initiator.displayName || initiator.email || 'Requestor';
+        approverEmail = initiator.email;
+      } else if (step.approverType === 'department_lead') {
+        if (departmentLead) {
+          approverId = departmentLead.userId;
+          approverName = departmentLead.displayName || departmentLead.email || 'Department Lead';
+          approverEmail = departmentLead.email;
+        } else {
+          // Department lead not found - use initiator as fallback
+          logger.warn(`[DealerClaimService] Department lead not found for department ${initiator.department}, using initiator as fallback`);
+          approverId = initiatorId;
+          approverName = 'Department Lead (Not Found)';
+          approverEmail = initiator.email;
+        }
+      } else if (step.approverType === 'finance') {
+        if (financeApprover) {
+          approverId = financeApprover.userId;
+          approverName = financeApprover.displayName || financeApprover.email || 'Finance Team';
+          approverEmail = financeApprover.email;
+        } else {
+          // Finance approver not found - use initiator as fallback
+          logger.warn(`[DealerClaimService] Finance approver not found, using initiator as fallback`);
+          approverId = initiatorId;
+          approverName = 'Finance Team (Not Found)';
+          approverEmail = initiator.email;
+        }
+      }
+
+      // Ensure we always have a valid approverId (should never be null at this point)
+      if (!approverId) {
+        logger.error(`[DealerClaimService] No approverId resolved for step ${step.level}, using initiator as fallback`);
+        approverId = initiatorId;
+        approverEmail = approverEmail || initiator.email;
+        approverName = approverName || 'Unknown Approver';
+      }
+
+      await ApprovalLevel.create({
+        requestId,
+        levelNumber: step.level,
+        levelName: step.name,
+        approverId: approverId, // Always a valid user ID now
+        approverEmail,
+        approverName,
+        tatHours: step.tatHours,
+        // tatDays is calculated later when needed: 1 day = 8 working hours
+        // Formula: Math.ceil(tatHours / 8)
+        status: step.level === 1 ? ApprovalStatus.PENDING : ApprovalStatus.PENDING,
+        isFinalApprover: step.level === 8,
+        elapsedHours: 0,
+        remainingHours: step.tatHours,
+        tatPercentageUsed: 0,
+      });
+    }
+  }
+
+  /**
+   * Resolve Department Lead based on initiator's department/manager
+   * If multiple users found with same department, uses the first one
+   */
+  private async resolveDepartmentLead(initiator: User): Promise<User | null> {
+    try {
+      const { Op } = await import('sequelize');
+
+      logger.info(`[DealerClaimService] Resolving department lead for initiator: ${initiator.email}, department: ${initiator.department}, manager: ${initiator.manager}`);
+
+      // Priority 1: Find user with MANAGEMENT role in same department
+      if (initiator.department) {
+        const deptLeads = await User.findAll({
+          where: {
+            department: initiator.department,
+            role: 'MANAGEMENT' as any,
+            isActive: true,
+          },
+          order: [['createdAt', 'ASC']], // Get first one if multiple
+          limit: 1,
+        });
+        if (deptLeads.length > 0) {
+          logger.info(`[DealerClaimService] Found department lead by MANAGEMENT role: ${deptLeads[0].email} for department: ${initiator.department}`);
+          return deptLeads[0];
+        } else {
+          logger.debug(`[DealerClaimService] No MANAGEMENT role user found in department: ${initiator.department}`);
+        }
+      } else {
+        logger.debug(`[DealerClaimService] Initiator has no department set`);
+      }
+
+      // Priority 2: Find users with "Department Lead", "Team Lead", "Team Manager", "Group Manager", "Assistant Manager", "Deputy Manager" in designation, same department
+      if (initiator.department) {
+        const leads = await User.findAll({
+          where: {
+            department: initiator.department,
+            designation: {
+              [Op.or]: [
+                { [Op.iLike]: '%department lead%' },
+                { [Op.iLike]: '%departmentlead%' },
+                { [Op.iLike]: '%dept lead%' },
+                { [Op.iLike]: '%deptlead%' },
+                { [Op.iLike]: '%team lead%' },
+                { [Op.iLike]: '%team manager%' },
+                { [Op.iLike]: '%group manager%' },
+                { [Op.iLike]: '%assistant manager%' },
+                { [Op.iLike]: '%deputy manager%' },
+                { [Op.iLike]: '%lead%' },
+                { [Op.iLike]: '%head%' },
+                { [Op.iLike]: '%manager%' },
+              ],
+            } as any,
+            isActive: true,
+          },
+          order: [['createdAt', 'ASC']], // Get first one if multiple
+          limit: 1,
+        });
+        if (leads.length > 0) {
+          logger.info(`[DealerClaimService] Found lead by designation: ${leads[0].email} (designation: ${leads[0].designation})`);
+          return leads[0];
+        }
+      }
+
+      // Priority 3: Use initiator's manager field
+      if (initiator.manager) {
+        const manager = await User.findOne({
+          where: {
+            email: initiator.manager,
+            isActive: true,
+          },
+        });
+        if (manager) {
+          logger.info(`[DealerClaimService] Using initiator's manager as department lead: ${manager.email}`);
+          return manager;
+        }
+      }
+
+      // Priority 4: Find any user in same department (fallback - use first one)
+      if (initiator.department) {
+        const anyDeptUser = await User.findOne({
+          where: {
+            department: initiator.department,
+            isActive: true,
+            userId: { [Op.ne]: initiator.userId }, // Exclude initiator
+          },
+          order: [['createdAt', 'ASC']],
+        });
+        if (anyDeptUser) {
+          logger.warn(`[DealerClaimService] Using first available user in department as fallback: ${anyDeptUser.email} (designation: ${anyDeptUser.designation}, role: ${anyDeptUser.role})`);
+          return anyDeptUser;
+        } else {
+          logger.debug(`[DealerClaimService] No other users found in department: ${initiator.department}`);
+        }
+      }
+
+      // Priority 5: Search across all departments for users with "Department Lead" designation
+      logger.debug(`[DealerClaimService] Trying to find any user with "Department Lead" designation...`);
+      const anyDeptLead = await User.findOne({
+        where: {
+          designation: {
+            [Op.iLike]: '%department lead%',
+          } as any,
+          isActive: true,
+          userId: { [Op.ne]: initiator.userId }, // Exclude initiator
+        },
+        order: [['createdAt', 'ASC']],
+      });
+      if (anyDeptLead) {
+        logger.warn(`[DealerClaimService] Found user with "Department Lead" designation across all departments: ${anyDeptLead.email} (department: ${anyDeptLead.department})`);
+        return anyDeptLead;
+      }
+
+      logger.warn(`[DealerClaimService] Could not resolve department lead for initiator: ${initiator.email} (department: ${initiator.department}, manager: ${initiator.manager})`);
+      return null;
+    } catch (error) {
+      logger.error('[DealerClaimService] Error resolving department lead:', error);
+      return null;
+    }
+  }
+
+  /**
+   * Resolve Finance Team approver for Step 8
+   */
+  private async resolveFinanceApprover(): Promise<User | null> {
+    try {
+      const { Op } = await import('sequelize');
+
+      // Priority 1: Find user with department containing "Finance" and MANAGEMENT role
+      const financeManager = await User.findOne({
+        where: {
+          department: {
+            [Op.iLike]: '%finance%',
+          } as any,
+          role: 'MANAGEMENT' as any,
+        },
+        order: [['createdAt', 'DESC']],
+      });
+      if (financeManager) {
+        logger.info(`[DealerClaimService] Found finance manager: ${financeManager.email}`);
+        return financeManager;
+      }
+
+      // Priority 2: Find user with designation containing "Finance" or "Accountant"
+      const financeUser = await User.findOne({
+        where: {
+          [Op.or]: [
+            { designation: { [Op.iLike]: '%finance%' } as any },
+            { designation: { [Op.iLike]: '%accountant%' } as any },
+          ],
+        },
+        order: [['createdAt', 'DESC']],
+      });
+      if (financeUser) {
+        logger.info(`[DealerClaimService] Found finance user by designation: ${financeUser.email}`);
+        return financeUser;
+      }
+
+      // Priority 3: Check admin configurations for finance team email
+      const { getConfigValue } = await import('./configReader.service');
+      const financeEmail = await getConfigValue('FINANCE_TEAM_EMAIL');
+      if (financeEmail) {
+        const financeUserByEmail = await User.findOne({
+          where: { email: financeEmail },
+        });
+        if (financeUserByEmail) {
+          logger.info(`[DealerClaimService] Found finance user from config: ${financeEmail}`);
+          return financeUserByEmail;
+        }
+      }
+
+      logger.warn('[DealerClaimService] Could not resolve finance approver, will use default email');
+      return null;
+    } catch (error) {
+      logger.error('[DealerClaimService] Error resolving finance approver:', error);
+      return null;
+    }
+  }
+
+  /**
+   * Get claim details with all related data
+   */
+  async getClaimDetails(requestId: string): Promise<any> {
+    try {
+      const request = await WorkflowRequest.findByPk(requestId, {
+        include: [
+          { model: User, as: 'initiator' },
+          { model: ApprovalLevel, as: 'approvalLevels' },
+        ]
+      });
+
+      if (!request) {
+        throw new Error('Request not found');
+      }
+
+      // Handle backward compatibility: workflowType may be undefined in old environments
+      const workflowType = request.workflowType || 'NON_TEMPLATIZED';
+      if (workflowType !== 'CLAIM_MANAGEMENT') {
+        throw new Error('Request is not a claim management request');
+      }
+
+      // Fetch related claim data separately
+      const claimDetails = await DealerClaimDetails.findOne({
+        where: { requestId }
+      });
+
+      const proposalDetails = await DealerProposalDetails.findOne({
+        where: { requestId },
+        include: [
+          {
+            model: DealerProposalCostItem,
+            as: 'costItems',
+            required: false,
+            separate: true, // Use separate query for ordering
+            order: [['itemOrder', 'ASC']]
+          }
+        ]
+      });
+
+      const completionDetails = await DealerCompletionDetails.findOne({
+        where: { requestId }
+      });
+
+      // Serialize claim details to ensure proper field names
+      let serializedClaimDetails = null;
+      if (claimDetails) {
+        serializedClaimDetails = (claimDetails as any).toJSON ? (claimDetails as any).toJSON() : claimDetails;
+      }
+
+      // Transform proposal details to include cost items as array
+      let transformedProposalDetails = null;
+      if (proposalDetails) {
+        const proposalData = (proposalDetails as any).toJSON ? (proposalDetails as any).toJSON() : proposalDetails;
+        
+        // Get cost items from separate table (preferred) or fallback to JSONB
+        let costBreakup: any[] = [];
+        if (proposalData.costItems && Array.isArray(proposalData.costItems) && proposalData.costItems.length > 0) {
+          // Use cost items from separate table
+          costBreakup = proposalData.costItems.map((item: any) => ({
+            description: item.itemDescription || item.description,
+            amount: Number(item.amount) || 0
+          }));
+        } else if (proposalData.costBreakup) {
+          // Fallback to JSONB field for backward compatibility
+          if (Array.isArray(proposalData.costBreakup)) {
+            costBreakup = proposalData.costBreakup;
+          } else if (typeof proposalData.costBreakup === 'string') {
+            try {
+              costBreakup = JSON.parse(proposalData.costBreakup);
+            } catch (e) {
+              logger.warn('[DealerClaimService] Failed to parse costBreakup JSON:', e);
+            }
+          }
+        }
+
+        transformedProposalDetails = {
+          ...proposalData,
+          costBreakup, // Always return as array for frontend compatibility
+          costItems: proposalData.costItems || [] // Also include raw cost items
+        };
+      }
+
+      // Serialize completion details
+      let serializedCompletionDetails = null;
+      if (completionDetails) {
+        serializedCompletionDetails = (completionDetails as any).toJSON ? (completionDetails as any).toJSON() : completionDetails;
+      }
+
+      return {
+        request: (request as any).toJSON ? (request as any).toJSON() : request,
+        claimDetails: serializedClaimDetails,
+        proposalDetails: transformedProposalDetails,
+        completionDetails: serializedCompletionDetails,
+      };
+    } catch (error) {
+      logger.error('[DealerClaimService] Error getting claim details:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Submit dealer proposal (Step 1)
+   */
+  async submitDealerProposal(
+    requestId: string,
+    proposalData: {
+      proposalDocumentPath?: string;
+      proposalDocumentUrl?: string;
+      costBreakup: any[];
+      totalEstimatedBudget: number;
+      timelineMode: 'date' | 'days';
+      expectedCompletionDate?: Date;
+      expectedCompletionDays?: number;
+      dealerComments: string;
+    }
+  ): Promise<void> {
+    try {
+      const request = await WorkflowRequest.findByPk(requestId);
+      if (!request || request.workflowType !== 'CLAIM_MANAGEMENT') {
+        throw new Error('Invalid claim request');
+      }
+
+      if (request.currentLevel !== 1) {
+        throw new Error('Proposal can only be submitted at step 1');
+      }
+
+      // Save proposal details (keep costBreakup in JSONB for backward compatibility)
+      const [proposal] = await DealerProposalDetails.upsert({
+        requestId,
+        proposalDocumentPath: proposalData.proposalDocumentPath,
+        proposalDocumentUrl: proposalData.proposalDocumentUrl,
+        // Keep costBreakup in JSONB for backward compatibility
+        costBreakup: proposalData.costBreakup.length > 0 ? proposalData.costBreakup : null,
+        totalEstimatedBudget: proposalData.totalEstimatedBudget,
+        timelineMode: proposalData.timelineMode,
+        expectedCompletionDate: proposalData.expectedCompletionDate,
+        expectedCompletionDays: proposalData.expectedCompletionDays,
+        dealerComments: proposalData.dealerComments,
+        submittedAt: new Date(),
+      }, {
+        returning: true
+      });
+
+      // Get proposalId - handle both Sequelize instance and plain object
+      let proposalId = (proposal as any).proposalId 
+        || (proposal as any).proposal_id;
+      
+      // If not found, try getDataValue method
+      if (!proposalId && (proposal as any).getDataValue) {
+        proposalId = (proposal as any).getDataValue('proposalId');
+      }
+
+      // If still not found, fetch the proposal by requestId
+      if (!proposalId) {
+        const existingProposal = await DealerProposalDetails.findOne({ 
+          where: { requestId } 
+        });
+        if (existingProposal) {
+          proposalId = (existingProposal as any).proposalId 
+            || (existingProposal as any).proposal_id
+            || ((existingProposal as any).getDataValue ? (existingProposal as any).getDataValue('proposalId') : null);
+        }
+      }
+
+      if (!proposalId) {
+        throw new Error('Failed to get proposal ID after saving proposal details');
+      }
+
+      // Save cost items to separate table (preferred approach)
+      if (proposalData.costBreakup && proposalData.costBreakup.length > 0) {
+        // Delete existing cost items for this proposal (in case of update)
+        await DealerProposalCostItem.destroy({
+          where: { proposalId }
+        });
+
+        // Insert new cost items
+        const costItems = proposalData.costBreakup.map((item: any, index: number) => ({
+          proposalId,
+          requestId,
+          itemDescription: item.description || item.itemDescription || '',
+          amount: Number(item.amount) || 0,
+          itemOrder: index
+        }));
+
+        await DealerProposalCostItem.bulkCreate(costItems);
+        logger.info(`[DealerClaimService] Saved ${costItems.length} cost items for proposal ${proposalId}`);
+      }
+
+      // Update estimated budget in claim details
+      await DealerClaimDetails.update(
+        { estimatedBudget: proposalData.totalEstimatedBudget },
+        { where: { requestId } }
+      );
+
+      // Approve step 1 and move to step 2
+      const level1 = await ApprovalLevel.findOne({
+        where: { requestId, levelNumber: 1 }
+      });
+
+      if (level1) {
+        await this.approvalService.approveLevel(
+          level1.levelId,
+          { action: 'APPROVE', comments: 'Dealer proposal submitted' },
+          'system', // System approval
+          { ipAddress: null, userAgent: null }
+        );
+      }
+
+      logger.info(`[DealerClaimService] Dealer proposal submitted for request: ${requestId}`);
+    } catch (error) {
+      logger.error('[DealerClaimService] Error submitting dealer proposal:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Submit dealer completion documents (Step 5)
+   */
+  async submitCompletionDocuments(
+    requestId: string,
+    completionData: {
+      activityCompletionDate: Date;
+      numberOfParticipants?: number;
+      closedExpenses: any[];
+      totalClosedExpenses: number;
+      completionDocuments: any[];
+      activityPhotos: any[];
+    }
+  ): Promise<void> {
+    try {
+      const request = await WorkflowRequest.findByPk(requestId);
+      // Handle backward compatibility: workflowType may be undefined in old environments
+      const workflowType = request?.workflowType || 'NON_TEMPLATIZED';
+      if (!request || workflowType !== 'CLAIM_MANAGEMENT') {
+        throw new Error('Invalid claim request');
+      }
+
+      if (request.currentLevel !== 5) {
+        throw new Error('Completion documents can only be submitted at step 5');
+      }
+
+      // Save completion details
+      await DealerCompletionDetails.upsert({
+        requestId,
+        activityCompletionDate: completionData.activityCompletionDate,
+        numberOfParticipants: completionData.numberOfParticipants,
+        closedExpenses: completionData.closedExpenses,
+        totalClosedExpenses: completionData.totalClosedExpenses,
+        completionDocuments: completionData.completionDocuments,
+        activityPhotos: completionData.activityPhotos,
+        submittedAt: new Date(),
+      });
+
+      // Update closed expenses in claim details
+      await DealerClaimDetails.update(
+        { closedExpenses: completionData.totalClosedExpenses },
+        { where: { requestId } }
+      );
+
+      // Approve step 5 and move to step 6
+      const level5 = await ApprovalLevel.findOne({
+        where: { requestId, levelNumber: 5 }
+      });
+
+      if (level5) {
+        await this.approvalService.approveLevel(
+          level5.levelId,
+          { action: 'APPROVE', comments: 'Completion documents submitted' },
+          'system',
+          { ipAddress: null, userAgent: null }
+        );
+      }
+
+      logger.info(`[DealerClaimService] Completion documents submitted for request: ${requestId}`);
+    } catch (error) {
+      logger.error('[DealerClaimService] Error submitting completion documents:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Update IO details (Step 3 - Department Lead)
+   * Validates IO number with SAP and blocks budget
+   */
+  async updateIODetails(
+    requestId: string,
+    ioData: {
+      ioNumber: string;
+      availableBalance?: number;
+      blockedAmount?: number;
+      remainingBalance?: number;
+    }
+  ): Promise<void> {
+    try {
+      // Validate IO number with SAP
+      const ioValidation = await sapIntegrationService.validateIONumber(ioData.ioNumber);
+      
+      if (!ioValidation.isValid) {
+        throw new Error(`Invalid IO number: ${ioValidation.error || 'IO number not found in SAP'}`);
+      }
+
+      // If amount is provided, block budget in SAP
+      let blockedAmount = ioData.blockedAmount || 0;
+      let remainingBalance = ioValidation.remainingBalance;
+
+      if (ioData.blockedAmount && ioData.blockedAmount > 0) {
+        const request = await WorkflowRequest.findByPk(requestId);
+        const requestNumber = request ? ((request as any).requestNumber || (request as any).request_number) : 'UNKNOWN';
+        
+        const blockResult = await sapIntegrationService.blockBudget(
+          ioData.ioNumber,
+          ioData.blockedAmount,
+          requestNumber,
+          `Budget block for claim request ${requestNumber}`
+        );
+
+        if (!blockResult.success) {
+          throw new Error(`Failed to block budget in SAP: ${blockResult.error}`);
+        }
+
+        blockedAmount = blockResult.blockedAmount;
+        remainingBalance = blockResult.remainingBalance;
+      }
+
+      // Update claim details with IO information
+      await DealerClaimDetails.update(
+        {
+          ioNumber: ioData.ioNumber,
+          ioAvailableBalance: ioValidation.availableBalance,
+          ioBlockedAmount: blockedAmount,
+          ioRemainingBalance: remainingBalance,
+        },
+        { where: { requestId } }
+      );
+
+      logger.info(`[DealerClaimService] IO details updated for request: ${requestId}`, {
+        ioNumber: ioData.ioNumber,
+        blockedAmount,
+        remainingBalance
+      });
+    } catch (error) {
+      logger.error('[DealerClaimService] Error updating IO details:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Update e-invoice details (Step 7)
+   * Generates e-invoice via DMS integration
+   */
+  async updateEInvoiceDetails(
+    requestId: string,
+    invoiceData?: {
+      eInvoiceNumber?: string;
+      eInvoiceDate?: Date;
+      dmsNumber?: string;
+      amount?: number;
+      description?: string;
+    }
+  ): Promise<void> {
+    try {
+      const claimDetails = await DealerClaimDetails.findOne({ where: { requestId } });
+      if (!claimDetails) {
+        throw new Error('Claim details not found');
+      }
+
+      const request = await WorkflowRequest.findByPk(requestId);
+      const requestNumber = request ? ((request as any).requestNumber || (request as any).request_number) : 'UNKNOWN';
+
+      // If invoice data not provided, generate via DMS
+      if (!invoiceData?.eInvoiceNumber) {
+        const proposalDetails = await DealerProposalDetails.findOne({ where: { requestId } });
+        const invoiceAmount = invoiceData?.amount || proposalDetails?.totalEstimatedBudget || claimDetails.estimatedBudget || 0;
+
+        const invoiceResult = await dmsIntegrationService.generateEInvoice({
+          requestNumber,
+          dealerCode: claimDetails.dealerCode,
+          dealerName: claimDetails.dealerName,
+          amount: invoiceAmount,
+          description: invoiceData?.description || `E-Invoice for claim request ${requestNumber}`,
+          ioNumber: claimDetails.ioNumber || undefined,
+        });
+
+        if (!invoiceResult.success) {
+          throw new Error(`Failed to generate e-invoice: ${invoiceResult.error}`);
+        }
+
+        await DealerClaimDetails.update(
+          {
+            eInvoiceNumber: invoiceResult.eInvoiceNumber,
+            eInvoiceDate: invoiceResult.invoiceDate || new Date(),
+            dmsNumber: invoiceResult.dmsNumber,
+          },
+          { where: { requestId } }
+        );
+
+        logger.info(`[DealerClaimService] E-Invoice generated via DMS for request: ${requestId}`, {
+          eInvoiceNumber: invoiceResult.eInvoiceNumber,
+          dmsNumber: invoiceResult.dmsNumber
+        });
+      } else {
+        // Manual entry - just update the fields
+        await DealerClaimDetails.update(
+          {
+            eInvoiceNumber: invoiceData.eInvoiceNumber,
+            eInvoiceDate: invoiceData.eInvoiceDate || new Date(),
+            dmsNumber: invoiceData.dmsNumber,
+          },
+          { where: { requestId } }
+        );
+
+        logger.info(`[DealerClaimService] E-Invoice details manually updated for request: ${requestId}`);
+      }
+    } catch (error) {
+      logger.error('[DealerClaimService] Error updating e-invoice details:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Update credit note details (Step 8)
+   * Generates credit note via DMS integration
+   */
+  async updateCreditNoteDetails(
+    requestId: string,
+    creditNoteData?: {
+      creditNoteNumber?: string;
+      creditNoteDate?: Date;
+      creditNoteAmount?: number;
+      reason?: string;
+      description?: string;
+    }
+  ): Promise<void> {
+    try {
+      const claimDetails = await DealerClaimDetails.findOne({ where: { requestId } });
+      if (!claimDetails) {
+        throw new Error('Claim details not found');
+      }
+
+      if (!claimDetails.eInvoiceNumber) {
+        throw new Error('E-Invoice must be generated before creating credit note');
+      }
+
+      const request = await WorkflowRequest.findByPk(requestId);
+      const requestNumber = request ? ((request as any).requestNumber || (request as any).request_number) : 'UNKNOWN';
+
+      // If credit note data not provided, generate via DMS
+      if (!creditNoteData?.creditNoteNumber) {
+        const creditNoteAmount = creditNoteData?.creditNoteAmount || claimDetails.closedExpenses || 0;
+
+        const creditNoteResult = await dmsIntegrationService.generateCreditNote({
+          requestNumber,
+          eInvoiceNumber: claimDetails.eInvoiceNumber,
+          dealerCode: claimDetails.dealerCode,
+          dealerName: claimDetails.dealerName,
+          amount: creditNoteAmount,
+          reason: creditNoteData?.reason || 'Claim settlement',
+          description: creditNoteData?.description || `Credit note for claim request ${requestNumber}`,
+        });
+
+        if (!creditNoteResult.success) {
+          throw new Error(`Failed to generate credit note: ${creditNoteResult.error}`);
+        }
+
+        await DealerClaimDetails.update(
+          {
+            creditNoteNumber: creditNoteResult.creditNoteNumber,
+            creditNoteDate: creditNoteResult.creditNoteDate || new Date(),
+            creditNoteAmount: creditNoteResult.creditNoteAmount,
+          },
+          { where: { requestId } }
+        );
+
+        logger.info(`[DealerClaimService] Credit note generated via DMS for request: ${requestId}`, {
+          creditNoteNumber: creditNoteResult.creditNoteNumber,
+          creditNoteAmount: creditNoteResult.creditNoteAmount
+        });
+      } else {
+        // Manual entry - just update the fields
+        await DealerClaimDetails.update(
+          {
+            creditNoteNumber: creditNoteData.creditNoteNumber,
+            creditNoteDate: creditNoteData.creditNoteDate || new Date(),
+            creditNoteAmount: creditNoteData.creditNoteAmount,
+          },
+          { where: { requestId } }
+        );
+
+        logger.info(`[DealerClaimService] Credit note details manually updated for request: ${requestId}`);
+      }
+    } catch (error) {
+      logger.error('[DealerClaimService] Error updating credit note details:', error);
+      throw error;
+    }
+  }
+}
+

src/services/dmsIntegration.service.ts

@@ -0,0 +1,313 @@
+import logger from '../utils/logger';
+
+/**
+ * DMS (Document Management System) Integration Service
+ * Handles integration with DMS for e-invoice and credit note generation
+ * 
+ * NOTE: This is a placeholder/stub implementation.
+ * Replace with actual DMS API integration based on your DMS system.
+ */
+export class DMSIntegrationService {
+  private dmsBaseUrl: string;
+  private dmsApiKey?: string;
+  private dmsUsername?: string;
+  private dmsPassword?: string;
+
+  constructor() {
+    this.dmsBaseUrl = process.env.DMS_BASE_URL || '';
+    this.dmsApiKey = process.env.DMS_API_KEY;
+    this.dmsUsername = process.env.DMS_USERNAME;
+    this.dmsPassword = process.env.DMS_PASSWORD;
+  }
+
+  /**
+   * Check if DMS integration is configured
+   */
+  private isConfigured(): boolean {
+    return !!this.dmsBaseUrl && (!!this.dmsApiKey || (!!this.dmsUsername && !!this.dmsPassword));
+  }
+
+  /**
+   * Generate e-invoice in DMS
+   * @param invoiceData - Invoice data
+   * @returns E-invoice details including invoice number, DMS number, etc.
+   */
+  async generateEInvoice(invoiceData: {
+    requestNumber: string;
+    dealerCode: string;
+    dealerName: string;
+    amount: number;
+    description: string;
+    ioNumber?: string;
+    taxDetails?: any;
+  }): Promise<{
+    success: boolean;
+    eInvoiceNumber?: string;
+    dmsNumber?: string;
+    invoiceDate?: Date;
+    invoiceUrl?: string;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[DMS] DMS integration not configured, generating mock e-invoice');
+        // Return mock data for development/testing
+        const mockInvoiceNumber = `EINV-${Date.now()}`;
+        const mockDmsNumber = `DMS-${Date.now()}`;
+        return {
+          success: true,
+          eInvoiceNumber: mockInvoiceNumber,
+          dmsNumber: mockDmsNumber,
+          invoiceDate: new Date(),
+          invoiceUrl: `https://dms.example.com/invoices/${mockInvoiceNumber}`,
+          error: 'DMS not configured - e-invoice generation simulated'
+        };
+      }
+
+      // TODO: Implement actual DMS API call
+      // Example:
+      // const response = await axios.post(`${this.dmsBaseUrl}/api/invoices/generate`, {
+      //   request_number: invoiceData.requestNumber,
+      //   dealer_code: invoiceData.dealerCode,
+      //   dealer_name: invoiceData.dealerName,
+      //   amount: invoiceData.amount,
+      //   description: invoiceData.description,
+      //   io_number: invoiceData.ioNumber,
+      //   tax_details: invoiceData.taxDetails
+      // }, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.dmsApiKey}`,
+      //     'Content-Type': 'application/json'
+      //   }
+      // });
+      //
+      // return {
+      //   success: response.data.success,
+      //   eInvoiceNumber: response.data.e_invoice_number,
+      //   dmsNumber: response.data.dms_number,
+      //   invoiceDate: new Date(response.data.invoice_date),
+      //   invoiceUrl: response.data.invoice_url
+      // };
+
+      logger.warn('[DMS] DMS e-invoice generation not implemented, generating mock invoice');
+      const mockInvoiceNumber = `EINV-${Date.now()}`;
+      const mockDmsNumber = `DMS-${Date.now()}`;
+      return {
+        success: true,
+        eInvoiceNumber: mockInvoiceNumber,
+        dmsNumber: mockDmsNumber,
+        invoiceDate: new Date(),
+        invoiceUrl: `https://dms.example.com/invoices/${mockInvoiceNumber}`,
+        error: 'DMS API not implemented - e-invoice generation simulated'
+      };
+    } catch (error) {
+      logger.error('[DMS] Error generating e-invoice:', error);
+      return {
+        success: false,
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+
+  /**
+   * Generate credit note in DMS
+   * @param creditNoteData - Credit note data
+   * @returns Credit note details including credit note number, amount, etc.
+   */
+  async generateCreditNote(creditNoteData: {
+    requestNumber: string;
+    eInvoiceNumber: string;
+    dealerCode: string;
+    dealerName: string;
+    amount: number;
+    reason: string;
+    description?: string;
+  }): Promise<{
+    success: boolean;
+    creditNoteNumber?: string;
+    creditNoteDate?: Date;
+    creditNoteAmount?: number;
+    creditNoteUrl?: string;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[DMS] DMS integration not configured, generating mock credit note');
+        // Return mock data for development/testing
+        const mockCreditNoteNumber = `CN-${Date.now()}`;
+        return {
+          success: true,
+          creditNoteNumber: mockCreditNoteNumber,
+          creditNoteDate: new Date(),
+          creditNoteAmount: creditNoteData.amount,
+          creditNoteUrl: `https://dms.example.com/credit-notes/${mockCreditNoteNumber}`,
+          error: 'DMS not configured - credit note generation simulated'
+        };
+      }
+
+      // TODO: Implement actual DMS API call
+      // Example:
+      // const response = await axios.post(`${this.dmsBaseUrl}/api/credit-notes/generate`, {
+      //   request_number: creditNoteData.requestNumber,
+      //   e_invoice_number: creditNoteData.eInvoiceNumber,
+      //   dealer_code: creditNoteData.dealerCode,
+      //   dealer_name: creditNoteData.dealerName,
+      //   amount: creditNoteData.amount,
+      //   reason: creditNoteData.reason,
+      //   description: creditNoteData.description
+      // }, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.dmsApiKey}`,
+      //     'Content-Type': 'application/json'
+      //   }
+      // });
+      //
+      // return {
+      //   success: response.data.success,
+      //   creditNoteNumber: response.data.credit_note_number,
+      //   creditNoteDate: new Date(response.data.credit_note_date),
+      //   creditNoteAmount: response.data.credit_note_amount,
+      //   creditNoteUrl: response.data.credit_note_url
+      // };
+
+      logger.warn('[DMS] DMS credit note generation not implemented, generating mock credit note');
+      const mockCreditNoteNumber = `CN-${Date.now()}`;
+      return {
+        success: true,
+        creditNoteNumber: mockCreditNoteNumber,
+        creditNoteDate: new Date(),
+        creditNoteAmount: creditNoteData.amount,
+        creditNoteUrl: `https://dms.example.com/credit-notes/${mockCreditNoteNumber}`,
+        error: 'DMS API not implemented - credit note generation simulated'
+      };
+    } catch (error) {
+      logger.error('[DMS] Error generating credit note:', error);
+      return {
+        success: false,
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+
+  /**
+   * Get invoice status from DMS
+   * @param eInvoiceNumber - E-invoice number
+   * @returns Invoice status and details
+   */
+  async getInvoiceStatus(eInvoiceNumber: string): Promise<{
+    success: boolean;
+    status?: string;
+    invoiceNumber?: string;
+    dmsNumber?: string;
+    invoiceDate?: Date;
+    amount?: number;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[DMS] DMS integration not configured, returning mock invoice status');
+        return {
+          success: true,
+          status: 'GENERATED',
+          invoiceNumber: eInvoiceNumber,
+          dmsNumber: `DMS-${Date.now()}`,
+          invoiceDate: new Date(),
+          amount: 0,
+          error: 'DMS not configured - invoice status simulated'
+        };
+      }
+
+      // TODO: Implement actual DMS API call
+      // Example:
+      // const response = await axios.get(`${this.dmsBaseUrl}/api/invoices/${eInvoiceNumber}/status`, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.dmsApiKey}`,
+      //     'Content-Type': 'application/json'
+      //   }
+      // });
+      //
+      // return {
+      //   success: true,
+      //   status: response.data.status,
+      //   invoiceNumber: response.data.invoice_number,
+      //   dmsNumber: response.data.dms_number,
+      //   invoiceDate: new Date(response.data.invoice_date),
+      //   amount: response.data.amount
+      // };
+
+      logger.warn('[DMS] DMS invoice status check not implemented, returning mock status');
+      return {
+        success: true,
+        status: 'GENERATED',
+        invoiceNumber: eInvoiceNumber,
+        dmsNumber: `DMS-${Date.now()}`,
+        invoiceDate: new Date(),
+        amount: 0,
+        error: 'DMS API not implemented - invoice status simulated'
+      };
+    } catch (error) {
+      logger.error('[DMS] Error getting invoice status:', error);
+      return {
+        success: false,
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+
+  /**
+   * Download invoice document from DMS
+   * @param eInvoiceNumber - E-invoice number
+   * @returns Invoice document URL or file buffer
+   */
+  async downloadInvoice(eInvoiceNumber: string): Promise<{
+    success: boolean;
+    documentUrl?: string;
+    documentBuffer?: Buffer;
+    mimeType?: string;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[DMS] DMS integration not configured, returning mock download URL');
+        return {
+          success: true,
+          documentUrl: `https://dms.example.com/invoices/${eInvoiceNumber}/download`,
+          mimeType: 'application/pdf',
+          error: 'DMS not configured - download URL simulated'
+        };
+      }
+
+      // TODO: Implement actual DMS API call
+      // Example:
+      // const response = await axios.get(`${this.dmsBaseUrl}/api/invoices/${eInvoiceNumber}/download`, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.dmsApiKey}`
+      //   },
+      //   responseType: 'arraybuffer'
+      // });
+      //
+      // return {
+      //   success: true,
+      //   documentBuffer: Buffer.from(response.data),
+      //   mimeType: response.headers['content-type'] || 'application/pdf'
+      // };
+
+      logger.warn('[DMS] DMS invoice download not implemented, returning mock URL');
+      return {
+        success: true,
+        documentUrl: `https://dms.example.com/invoices/${eInvoiceNumber}/download`,
+        mimeType: 'application/pdf',
+        error: 'DMS API not implemented - download URL simulated'
+      };
+    } catch (error) {
+      logger.error('[DMS] Error downloading invoice:', error);
+      return {
+        success: false,
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+}
+
+export const dmsIntegrationService = new DMSIntegrationService();
+

src/services/enhancedTemplate.service.ts

@@ -0,0 +1,241 @@
+import { WorkflowTemplate } from '../models/WorkflowTemplate';
+import { WorkflowRequest } from '../models/WorkflowRequest';
+import { ApprovalLevel } from '../models/ApprovalLevel';
+import { TemplateFieldResolver, FormStepConfig } from './templateFieldResolver.service';
+import logger from '../utils/logger';
+
+/**
+ * Enhanced Template Service
+ * Handles template-based workflow operations with dynamic form configuration
+ */
+export class EnhancedTemplateService {
+  private fieldResolver = new TemplateFieldResolver();
+
+  /**
+   * Get form configuration for a template with resolved user references
+   */
+  async getFormConfig(
+    templateId: string,
+    requestId?: string,
+    currentUserId?: string
+  ): Promise<FormStepConfig[]> {
+    try {
+      const template = await WorkflowTemplate.findByPk(templateId);
+      if (!template) {
+        throw new Error('Template not found');
+      }
+
+      const stepsConfig = (template.formStepsConfig || []) as FormStepConfig[];
+
+      // If request exists, resolve user references
+      if (requestId && currentUserId) {
+        const request = await WorkflowRequest.findByPk(requestId, {
+          include: [{ model: ApprovalLevel, as: 'approvalLevels' }]
+        });
+        if (request) {
+          return await this.resolveStepsWithUserData(stepsConfig, request, currentUserId);
+        }
+      }
+
+      return stepsConfig;
+    } catch (error) {
+      logger.error('[EnhancedTemplateService] Error getting form config:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Resolve user references in all steps
+   */
+  private async resolveStepsWithUserData(
+    steps: FormStepConfig[],
+    request: WorkflowRequest,
+    currentUserId: string
+  ): Promise<FormStepConfig[]> {
+    try {
+      // Get all approvers for context
+      const approvers = await ApprovalLevel.findAll({
+        where: { requestId: request.requestId }
+      });
+      const approverMap = new Map(
+        approvers.map(a => [a.levelNumber, a])
+      );
+
+      const resolvedSteps = await Promise.all(
+        steps.map(async (step) => {
+          const resolvedFields = await this.fieldResolver.resolveUserReferences(
+            step,
+            request,
+            currentUserId,
+            {
+              currentLevel: request.currentLevel,
+              approvers: approverMap
+            }
+          );
+
+          // Merge resolved values into field defaults
+          const enrichedFields = step.fields.map(field => ({
+            ...field,
+            defaultValue: resolvedFields[field.fieldId] || field.defaultValue
+          }));
+
+          return {
+            ...step,
+            fields: enrichedFields
+          };
+        })
+      );
+
+      return resolvedSteps;
+    } catch (error) {
+      logger.error('[EnhancedTemplateService] Error resolving steps:', error);
+      return steps; // Return original steps on error
+    }
+  }
+
+  /**
+   * Validate and save form data for a step
+   */
+  async saveStepData(
+    templateId: string,
+    requestId: string,
+    stepNumber: number,
+    formData: Record<string, any>,
+    userId: string
+  ): Promise<void> {
+    try {
+      const template = await WorkflowTemplate.findByPk(templateId);
+      if (!template) {
+        throw new Error('Template not found');
+      }
+
+      const stepsConfig = (template.formStepsConfig || []) as FormStepConfig[];
+      const stepConfig = stepsConfig.find(s => s.stepNumber === stepNumber);
+
+      if (!stepConfig) {
+        throw new Error(`Step ${stepNumber} not found in template`);
+      }
+
+      // Validate required fields
+      this.validateStepData(stepConfig, formData);
+
+      // Save to template-specific storage
+      await this.saveToTemplateStorage(template.workflowType, requestId, stepNumber, formData);
+    } catch (error) {
+      logger.error('[EnhancedTemplateService] Error saving step data:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Validate step data against configuration
+   */
+  private validateStepData(stepConfig: FormStepConfig, formData: Record<string, any>): void {
+    for (const field of stepConfig.fields) {
+      if (field.required && !formData[field.fieldId]) {
+        throw new Error(`Field ${field.label} is required`);
+      }
+
+      // Apply validation rules
+      if (field.validation && formData[field.fieldId]) {
+        const value = formData[field.fieldId];
+        if (field.validation.min !== undefined && value < field.validation.min) {
+          throw new Error(`${field.label} must be at least ${field.validation.min}`);
+        }
+        if (field.validation.max !== undefined && value > field.validation.max) {
+          throw new Error(`${field.label} must be at most ${field.validation.max}`);
+        }
+        if (field.validation.pattern) {
+          const regex = new RegExp(field.validation.pattern);
+          if (!regex.test(String(value))) {
+            throw new Error(`${field.label} format is invalid`);
+          }
+        }
+      }
+    }
+  }
+
+  /**
+   * Save to template-specific storage based on workflow type
+   */
+  private async saveToTemplateStorage(
+    workflowType: string,
+    requestId: string,
+    stepNumber: number,
+    formData: Record<string, any>
+  ): Promise<void> {
+    switch (workflowType) {
+      case 'CLAIM_MANAGEMENT':
+        await this.saveClaimManagementStepData(requestId, stepNumber, formData);
+        break;
+      default:
+        // Generic storage for custom templates
+        logger.warn(`[EnhancedTemplateService] No specific storage handler for workflow type: ${workflowType}`);
+    }
+  }
+
+  /**
+   * Save claim management step data
+   */
+  private async saveClaimManagementStepData(
+    requestId: string,
+    stepNumber: number,
+    formData: Record<string, any>
+  ): Promise<void> {
+    const { DealerClaimDetails } = await import('../models/DealerClaimDetails');
+    const { DealerProposalDetails } = await import('../models/DealerProposalDetails');
+    const { DealerCompletionDetails } = await import('../models/DealerCompletionDetails');
+
+    switch (stepNumber) {
+      case 1:
+        // Save to dealer_claim_details
+        await DealerClaimDetails.upsert({
+          requestId,
+          activityName: formData.activity_name,
+          activityType: formData.activity_type,
+          dealerCode: formData.dealer_code,
+          dealerName: formData.dealer_name,
+          dealerEmail: formData.dealer_email,
+          dealerPhone: formData.dealer_phone,
+          dealerAddress: formData.dealer_address,
+          activityDate: formData.activity_date,
+          location: formData.location,
+          periodStartDate: formData.period_start_date,
+          periodEndDate: formData.period_end_date,
+          estimatedBudget: formData.estimated_budget,
+        });
+        break;
+      case 2:
+        // Save to dealer_proposal_details
+        await DealerProposalDetails.upsert({
+          requestId,
+          costBreakup: formData.cost_breakup,
+          totalEstimatedBudget: formData.total_estimated_budget,
+          timelineMode: formData.timeline_mode,
+          expectedCompletionDate: formData.expected_completion_date,
+          expectedCompletionDays: formData.expected_completion_days,
+          dealerComments: formData.dealer_comments,
+          proposalDocumentPath: formData.proposal_document_path,
+          proposalDocumentUrl: formData.proposal_document_url,
+          submittedAt: new Date(),
+        });
+        break;
+      case 5:
+        // Save to dealer_completion_details
+        await DealerCompletionDetails.upsert({
+          requestId,
+          activityCompletionDate: formData.activity_completion_date,
+          numberOfParticipants: formData.number_of_participants,
+          closedExpenses: formData.closed_expenses,
+          totalClosedExpenses: formData.total_closed_expenses,
+          completionDocuments: formData.completion_documents,
+          activityPhotos: formData.activity_photos,
+          submittedAt: new Date(),
+        });
+        break;
+      default:
+        logger.warn(`[EnhancedTemplateService] No storage handler for claim management step ${stepNumber}`);
+    }
+  }
+}
+

src/services/pause.service.ts

@@ -657,14 +657,44 @@ export class PauseService {
       const now = new Date();
 
       // Find all paused workflows where resume date has passed
-      const pausedWorkflows = await WorkflowRequest.findAll({
+      // Handle backward compatibility: workflow_type column may not exist in old environments
-        where: {
+      let pausedWorkflows: WorkflowRequest[];
-          isPaused: true,
+      try {
-          pauseResumeDate: {
+        pausedWorkflows = await WorkflowRequest.findAll({
-            [Op.lte]: now
+          where: {
+            isPaused: true,
+            pauseResumeDate: {
+              [Op.lte]: now
+            }
           }
+        });
+      } catch (error: any) {
+        // If error is due to missing workflow_type column, use raw query
+        if (error.message?.includes('workflow_type') || (error.message?.includes('column') && error.message?.includes('does not exist'))) {
+          logger.warn('[Pause] workflow_type column not found, using raw query for backward compatibility');
+          const { sequelize } = await import('../config/database');
+          const { QueryTypes } = await import('sequelize');
+          const results = await sequelize.query(`
+            SELECT request_id, is_paused, pause_resume_date
+            FROM workflow_requests
+            WHERE is_paused = true
+            AND pause_resume_date <= :now
+          `, {
+            replacements: { now },
+            type: QueryTypes.SELECT
+          });
+          
+          // Convert to WorkflowRequest-like objects
+          // results is an array of objects from SELECT query
+          pausedWorkflows = (results as any[]).map((r: any) => ({
+            requestId: r.request_id,
+            isPaused: r.is_paused,
+            pauseResumeDate: r.pause_resume_date
+          })) as any;
+        } else {
+          throw error; // Re-throw if it's a different error
         }
-      });
+      }
 
       let resumedCount = 0;
       for (const workflow of pausedWorkflows) {

src/services/sapIntegration.service.ts

@@ -0,0 +1,298 @@
+import logger from '../utils/logger';
+
+/**
+ * SAP Integration Service
+ * Handles integration with SAP for IO validation and budget blocking
+ * 
+ * NOTE: This is a placeholder/stub implementation.
+ * Replace with actual SAP API integration based on your SAP system.
+ */
+export class SAPIntegrationService {
+  private sapBaseUrl: string;
+  private sapApiKey?: string;
+  private sapUsername?: string;
+  private sapPassword?: string;
+
+  constructor() {
+    this.sapBaseUrl = process.env.SAP_BASE_URL || '';
+    this.sapApiKey = process.env.SAP_API_KEY;
+    this.sapUsername = process.env.SAP_USERNAME;
+    this.sapPassword = process.env.SAP_PASSWORD;
+  }
+
+  /**
+   * Check if SAP integration is configured
+   */
+  private isConfigured(): boolean {
+    return !!this.sapBaseUrl && (!!this.sapApiKey || (!!this.sapUsername && !!this.sapPassword));
+  }
+
+  /**
+   * Validate IO number and get IO details
+   * @param ioNumber - IO (Internal Order) number from SAP
+   * @returns IO details including available balance, blocked amount, etc.
+   */
+  async validateIONumber(ioNumber: string): Promise<{
+    isValid: boolean;
+    ioNumber: string;
+    availableBalance: number;
+    blockedAmount: number;
+    remainingBalance: number;
+    currency: string;
+    description?: string;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[SAP] SAP integration not configured, returning mock data');
+        // Return mock data for development/testing
+        return {
+          isValid: true,
+          ioNumber,
+          availableBalance: 1000000,
+          blockedAmount: 0,
+          remainingBalance: 1000000,
+          currency: 'INR',
+          description: 'Mock IO Data (SAP not configured)'
+        };
+      }
+
+      // TODO: Implement actual SAP API call
+      // Example:
+      // const response = await axios.get(`${this.sapBaseUrl}/api/io/${ioNumber}`, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.sapApiKey}`,
+      //     'Content-Type': 'application/json'
+      //   }
+      // });
+      // 
+      // return {
+      //   isValid: response.data.valid,
+      //   ioNumber: response.data.io_number,
+      //   availableBalance: response.data.available_balance,
+      //   blockedAmount: response.data.blocked_amount,
+      //   remainingBalance: response.data.remaining_balance,
+      //   currency: response.data.currency,
+      //   description: response.data.description
+      // };
+
+      logger.warn('[SAP] SAP API integration not implemented, returning mock data');
+      return {
+        isValid: true,
+        ioNumber,
+        availableBalance: 1000000,
+        blockedAmount: 0,
+        remainingBalance: 1000000,
+        currency: 'INR',
+        description: 'Mock IO Data (SAP API not implemented)'
+      };
+    } catch (error) {
+      logger.error('[SAP] Error validating IO number:', error);
+      return {
+        isValid: false,
+        ioNumber,
+        availableBalance: 0,
+        blockedAmount: 0,
+        remainingBalance: 0,
+        currency: 'INR',
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+
+  /**
+   * Block budget in SAP for a claim request
+   * @param ioNumber - IO number
+   * @param amount - Amount to block
+   * @param requestNumber - Request number for reference
+   * @param description - Description of the block
+   * @returns Blocking confirmation details
+   */
+  async blockBudget(
+    ioNumber: string,
+    amount: number,
+    requestNumber: string,
+    description?: string
+  ): Promise<{
+    success: boolean;
+    blockId?: string;
+    blockedAmount: number;
+    remainingBalance: number;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[SAP] SAP integration not configured, budget blocking skipped');
+        return {
+          success: true,
+          blockedAmount: amount,
+          remainingBalance: 1000000 - amount,
+          error: 'SAP not configured - budget blocking simulated'
+        };
+      }
+
+      // TODO: Implement actual SAP API call to block budget
+      // Example:
+      // const response = await axios.post(`${this.sapBaseUrl}/api/io/${ioNumber}/block`, {
+      //   amount,
+      //   reference: requestNumber,
+      //   description: description || `Budget block for request ${requestNumber}`
+      // }, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.sapApiKey}`,
+      //     'Content-Type': 'application/json'
+      //   }
+      // });
+      //
+      // return {
+      //   success: response.data.success,
+      //   blockId: response.data.block_id,
+      //   blockedAmount: response.data.blocked_amount,
+      //   remainingBalance: response.data.remaining_balance
+      // };
+
+      logger.warn('[SAP] SAP budget blocking not implemented, simulating block');
+      return {
+        success: true,
+        blockId: `BLOCK-${Date.now()}`,
+        blockedAmount: amount,
+        remainingBalance: 1000000 - amount,
+        error: 'SAP API not implemented - budget blocking simulated'
+      };
+    } catch (error) {
+      logger.error('[SAP] Error blocking budget:', error);
+      return {
+        success: false,
+        blockedAmount: 0,
+        remainingBalance: 0,
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+
+  /**
+   * Release blocked budget in SAP
+   * @param ioNumber - IO number
+   * @param blockId - Block ID from previous block operation
+   * @param requestNumber - Request number for reference
+   * @returns Release confirmation
+   */
+  async releaseBudget(
+    ioNumber: string,
+    blockId: string,
+    requestNumber: string
+  ): Promise<{
+    success: boolean;
+    releasedAmount: number;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[SAP] SAP integration not configured, budget release skipped');
+        return {
+          success: true,
+          releasedAmount: 0,
+          error: 'SAP not configured - budget release simulated'
+        };
+      }
+
+      // TODO: Implement actual SAP API call to release budget
+      // Example:
+      // const response = await axios.post(`${this.sapBaseUrl}/api/io/${ioNumber}/release`, {
+      //   block_id: blockId,
+      //   reference: requestNumber
+      // }, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.sapApiKey}`,
+      //     'Content-Type': 'application/json'
+      //   }
+      // });
+      //
+      // return {
+      //   success: response.data.success,
+      //   releasedAmount: response.data.released_amount
+      // };
+
+      logger.warn('[SAP] SAP budget release not implemented, simulating release');
+      return {
+        success: true,
+        releasedAmount: 0,
+        error: 'SAP API not implemented - budget release simulated'
+      };
+    } catch (error) {
+      logger.error('[SAP] Error releasing budget:', error);
+      return {
+        success: false,
+        releasedAmount: 0,
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+
+  /**
+   * Get dealer information from SAP
+   * @param dealerCode - Dealer code
+   * @returns Dealer details from SAP
+   */
+  async getDealerInfo(dealerCode: string): Promise<{
+    isValid: boolean;
+    dealerCode: string;
+    dealerName?: string;
+    dealerEmail?: string;
+    dealerPhone?: string;
+    dealerAddress?: string;
+    error?: string;
+  }> {
+    try {
+      if (!this.isConfigured()) {
+        logger.warn('[SAP] SAP integration not configured, returning mock dealer data');
+        return {
+          isValid: true,
+          dealerCode,
+          dealerName: `Dealer ${dealerCode}`,
+          dealerEmail: `dealer${dealerCode}@example.com`,
+          dealerPhone: '+91-XXXXXXXXXX',
+          dealerAddress: 'Mock Address'
+        };
+      }
+
+      // TODO: Implement actual SAP API call to get dealer info
+      // Example:
+      // const response = await axios.get(`${this.sapBaseUrl}/api/dealers/${dealerCode}`, {
+      //   headers: {
+      //     'Authorization': `Bearer ${this.sapApiKey}`,
+      //     'Content-Type': 'application/json'
+      //   }
+      // });
+      //
+      // return {
+      //   isValid: response.data.valid,
+      //   dealerCode: response.data.dealer_code,
+      //   dealerName: response.data.dealer_name,
+      //   dealerEmail: response.data.dealer_email,
+      //   dealerPhone: response.data.dealer_phone,
+      //   dealerAddress: response.data.dealer_address
+      // };
+
+      logger.warn('[SAP] SAP dealer lookup not implemented, returning mock data');
+      return {
+        isValid: true,
+        dealerCode,
+        dealerName: `Dealer ${dealerCode}`,
+        dealerEmail: `dealer${dealerCode}@example.com`,
+        dealerPhone: '+91-XXXXXXXXXX',
+        dealerAddress: 'Mock Address'
+      };
+    } catch (error) {
+      logger.error('[SAP] Error getting dealer info:', error);
+      return {
+        isValid: false,
+        dealerCode,
+        error: error instanceof Error ? error.message : 'Unknown error'
+      };
+    }
+  }
+}
+
+export const sapIntegrationService = new SAPIntegrationService();
+

src/services/template.service.ts

@@ -0,0 +1,246 @@
+import { WorkflowTemplate } from '../models/WorkflowTemplate';
+import { WorkflowRequest } from '../models/WorkflowRequest';
+import { User } from '../models/User';
+import { Op } from 'sequelize';
+import logger from '../utils/logger';
+
+/**
+ * Template Service
+ * Handles CRUD operations for workflow templates
+ */
+export class TemplateService {
+  /**
+   * Create a new workflow template
+   */
+  async createTemplate(
+    userId: string,
+    templateData: {
+      templateName: string;
+      templateCode?: string;
+      templateDescription?: string;
+      templateCategory?: string;
+      workflowType?: string;
+      approvalLevelsConfig?: any;
+      defaultTatHours?: number;
+      formStepsConfig?: any;
+      userFieldMappings?: any;
+      dynamicApproverConfig?: any;
+      isActive?: boolean;
+    }
+  ): Promise<WorkflowTemplate> {
+    try {
+      // Validate template code uniqueness if provided
+      if (templateData.templateCode) {
+        const existing = await WorkflowTemplate.findOne({
+          where: { templateCode: templateData.templateCode }
+        });
+        if (existing) {
+          throw new Error(`Template code '${templateData.templateCode}' already exists`);
+        }
+      }
+
+      const template = await WorkflowTemplate.create({
+        templateName: templateData.templateName,
+        templateCode: templateData.templateCode,
+        templateDescription: templateData.templateDescription,
+        templateCategory: templateData.templateCategory,
+        workflowType: templateData.workflowType || templateData.templateCode?.toUpperCase(),
+        approvalLevelsConfig: templateData.approvalLevelsConfig,
+        defaultTatHours: templateData.defaultTatHours || 24,
+        formStepsConfig: templateData.formStepsConfig,
+        userFieldMappings: templateData.userFieldMappings,
+        dynamicApproverConfig: templateData.dynamicApproverConfig,
+        isActive: templateData.isActive !== undefined ? templateData.isActive : true,
+        isSystemTemplate: false, // Admin-created templates are not system templates
+        usageCount: 0,
+        createdBy: userId,
+      });
+
+      logger.info(`[TemplateService] Created template: ${template.templateId}`);
+      return template;
+    } catch (error) {
+      logger.error('[TemplateService] Error creating template:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Get template by ID
+   */
+  async getTemplate(templateId: string): Promise<WorkflowTemplate | null> {
+    try {
+      return await WorkflowTemplate.findByPk(templateId, {
+        include: [{ model: User, as: 'creator' }]
+      });
+    } catch (error) {
+      logger.error('[TemplateService] Error getting template:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Get template by code
+   */
+  async getTemplateByCode(templateCode: string): Promise<WorkflowTemplate | null> {
+    try {
+      return await WorkflowTemplate.findOne({
+        where: { templateCode },
+        include: [{ model: User, as: 'creator' }]
+      });
+    } catch (error) {
+      logger.error('[TemplateService] Error getting template by code:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * List all templates with filters
+   */
+  async listTemplates(filters?: {
+    category?: string;
+    workflowType?: string;
+    isActive?: boolean;
+    isSystemTemplate?: boolean;
+    search?: string;
+  }): Promise<WorkflowTemplate[]> {
+    try {
+      const where: any = {};
+
+      if (filters?.category) {
+        where.templateCategory = filters.category;
+      }
+
+      if (filters?.workflowType) {
+        where.workflowType = filters.workflowType;
+      }
+
+      if (filters?.isActive !== undefined) {
+        where.isActive = filters.isActive;
+      }
+
+      if (filters?.isSystemTemplate !== undefined) {
+        where.isSystemTemplate = filters.isSystemTemplate;
+      }
+
+      if (filters?.search) {
+        where[Op.or] = [
+          { templateName: { [Op.iLike]: `%${filters.search}%` } },
+          { templateCode: { [Op.iLike]: `%${filters.search}%` } },
+          { templateDescription: { [Op.iLike]: `%${filters.search}%` } }
+        ];
+      }
+
+      return await WorkflowTemplate.findAll({
+        where,
+        include: [{ model: User, as: 'creator' }],
+        order: [['createdAt', 'DESC']]
+      });
+    } catch (error) {
+      logger.error('[TemplateService] Error listing templates:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Update template
+   */
+  async updateTemplate(
+    templateId: string,
+    userId: string,
+    updateData: {
+      templateName?: string;
+      templateDescription?: string;
+      templateCategory?: string;
+      approvalLevelsConfig?: any;
+      defaultTatHours?: number;
+      formStepsConfig?: any;
+      userFieldMappings?: any;
+      dynamicApproverConfig?: any;
+      isActive?: boolean;
+    }
+  ): Promise<WorkflowTemplate> {
+    try {
+      const template = await WorkflowTemplate.findByPk(templateId);
+      if (!template) {
+        throw new Error('Template not found');
+      }
+
+      // Check if template is system template (system templates should not be modified)
+      if (template.isSystemTemplate && updateData.approvalLevelsConfig) {
+        throw new Error('Cannot modify approval levels of system templates');
+      }
+
+      await template.update(updateData);
+
+      logger.info(`[TemplateService] Updated template: ${templateId}`);
+      return template;
+    } catch (error) {
+      logger.error('[TemplateService] Error updating template:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Delete template (soft delete by setting isActive to false)
+   */
+  async deleteTemplate(templateId: string): Promise<void> {
+    try {
+      const template = await WorkflowTemplate.findByPk(templateId);
+      if (!template) {
+        throw new Error('Template not found');
+      }
+
+      // Check if template is in use
+      const usageCount = await WorkflowRequest.count({
+        where: { templateId }
+      });
+
+      if (usageCount > 0) {
+        throw new Error(`Cannot delete template: ${usageCount} request(s) are using this template`);
+      }
+
+      // System templates cannot be deleted
+      if (template.isSystemTemplate) {
+        throw new Error('Cannot delete system templates');
+      }
+
+      // Soft delete by deactivating
+      await template.update({ isActive: false });
+
+      logger.info(`[TemplateService] Deleted (deactivated) template: ${templateId}`);
+    } catch (error) {
+      logger.error('[TemplateService] Error deleting template:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Get active templates for workflow creation
+   */
+  async getActiveTemplates(): Promise<WorkflowTemplate[]> {
+    try {
+      return await WorkflowTemplate.findAll({
+        where: { isActive: true },
+        order: [['templateName', 'ASC']]
+      });
+    } catch (error) {
+      logger.error('[TemplateService] Error getting active templates:', error);
+      throw error;
+    }
+  }
+
+  /**
+   * Increment usage count when template is used
+   */
+  async incrementUsageCount(templateId: string): Promise<void> {
+    try {
+      await WorkflowTemplate.increment('usageCount', {
+        where: { templateId }
+      });
+    } catch (error) {
+      logger.error('[TemplateService] Error incrementing usage count:', error);
+      // Don't throw - this is not critical
+    }
+  }
+}
+

src/services/templateFieldResolver.service.ts

@@ -0,0 +1,287 @@
+import { WorkflowRequest } from '../models/WorkflowRequest';
+import { ApprovalLevel } from '../models/ApprovalLevel';
+import { User } from '../models/User';
+import { Participant } from '../models/Participant';
+import logger from '../utils/logger';
+
+/**
+ * Interface for user reference configuration in form fields
+ */
+export interface UserReference {
+  role: 'initiator' | 'dealer' | 'approver' | 'team_lead' | 'department_lead' | 'current_approver' | 'previous_approver';
+  level?: number;  // For approver: which approval level
+  field: 'name' | 'email' | 'phone' | 'department' | 'employee_id' | 'all';  // Which user field to reference
+  autoPopulate: boolean;  // Auto-fill from user data
+  editable: boolean;  // Can user edit the auto-populated value
+}
+
+/**
+ * Interface for form step configuration
+ */
+export interface FormStepConfig {
+  stepNumber: number;
+  stepName: string;
+  stepDescription?: string;
+  fields: FormFieldConfig[];
+  userReferences?: UserReferenceConfig[];
+}
+
+export interface FormFieldConfig {
+  fieldId: string;
+  fieldType: string;
+  label: string;
+  required: boolean;
+  defaultValue?: any;
+  userReference?: UserReference;
+}
+
+export interface UserReferenceConfig {
+  role: string;
+  captureFields: string[];
+  autoPopulateFrom: 'workflow' | 'user_profile' | 'approval_level';
+  allowOverride: boolean;
+}
+
+/**
+ * Service to resolve user references in template forms
+ */
+export class TemplateFieldResolver {
+  /**
+   * Resolve user reference fields in a step
+   */
+  async resolveUserReferences(
+    stepConfig: FormStepConfig,
+    request: WorkflowRequest,
+    currentUserId: string,
+    context?: {
+      currentLevel?: number;
+      approvers?: Map<number, ApprovalLevel>;
+    }
+  ): Promise<Record<string, any>> {
+    const resolvedFields: Record<string, any> = {};
+
+    try {
+      for (const field of stepConfig.fields) {
+        if (field.userReference) {
+          const userData = await this.getUserDataForReference(
+            field.userReference,
+            request,
+            currentUserId,
+            context
+          );
+
+          if (field.userReference.autoPopulate && userData) {
+            resolvedFields[field.fieldId] = this.extractUserField(
+              userData,
+              field.userReference.field
+            );
+          }
+        }
+      }
+    } catch (error) {
+      logger.error('[TemplateFieldResolver] Error resolving user references:', error);
+    }
+
+    return resolvedFields;
+  }
+
+  /**
+   * Get user data based on reference configuration
+   */
+  private async getUserDataForReference(
+    userRef: UserReference,
+    request: WorkflowRequest,
+    currentUserId: string,
+    context?: any
+  ): Promise<User | null> {
+    try {
+      switch (userRef.role) {
+        case 'initiator':
+          return await User.findByPk(request.initiatorId);
+
+        case 'dealer':
+          // Get dealer from participants
+          const dealerParticipant = await Participant.findOne({
+            where: {
+              requestId: request.requestId,
+              participantType: 'DEALER' as any,
+              isActive: true
+            },
+            include: [{ model: User, as: 'user' }]
+          });
+          return dealerParticipant?.user || null;
+
+        case 'approver':
+          if (userRef.level && context?.approvers) {
+            const approverLevel = context.approvers.get(userRef.level);
+            if (approverLevel?.approverId) {
+              return await User.findByPk(approverLevel.approverId);
+            }
+          }
+          // Fallback to current approver
+          const currentLevel = await ApprovalLevel.findOne({
+            where: {
+              requestId: request.requestId,
+              levelNumber: context?.currentLevel || request.currentLevel,
+              status: 'PENDING' as any
+            }
+          });
+          if (currentLevel?.approverId) {
+            return await User.findByPk(currentLevel.approverId);
+          }
+          return null;
+
+        case 'team_lead':
+          // Find team lead based on initiator's manager
+          const initiator = await User.findByPk(request.initiatorId);
+          if (initiator?.manager) {
+            return await User.findOne({
+              where: {
+                email: initiator.manager,
+                role: 'MANAGEMENT' as any
+              }
+            });
+          }
+          return null;
+
+        case 'department_lead':
+          const initiatorUser = await User.findByPk(request.initiatorId);
+          if (initiatorUser?.department) {
+            return await User.findOne({
+              where: {
+                department: initiatorUser.department,
+                role: 'MANAGEMENT' as any
+              },
+              order: [['created_at', 'DESC']]
+            });
+          }
+          return null;
+
+        case 'current_approver':
+          const currentApprovalLevel = await ApprovalLevel.findOne({
+            where: {
+              requestId: request.requestId,
+              status: 'PENDING' as any
+            },
+            order: [['level_number', 'ASC']]
+          });
+          if (currentApprovalLevel?.approverId) {
+            return await User.findByPk(currentApprovalLevel.approverId);
+          }
+          return null;
+
+        case 'previous_approver':
+          const previousLevel = request.currentLevel - 1;
+          if (previousLevel > 0) {
+            const previousApprovalLevel = await ApprovalLevel.findOne({
+              where: {
+                requestId: request.requestId,
+                levelNumber: previousLevel
+              }
+            });
+            if (previousApprovalLevel?.approverId) {
+              return await User.findByPk(previousApprovalLevel.approverId);
+            }
+          }
+          return null;
+
+        default:
+          return null;
+      }
+    } catch (error) {
+      logger.error(`[TemplateFieldResolver] Error getting user data for role ${userRef.role}:`, error);
+      return null;
+    }
+  }
+
+  /**
+   * Extract specific field from user data
+   */
+  private extractUserField(user: User, field: string): any {
+    if (!user) return null;
+
+    switch (field) {
+      case 'name':
+        return user.displayName || `${user.firstName || ''} ${user.lastName || ''}`.trim();
+      case 'email':
+        return user.email;
+      case 'phone':
+        return user.phone || user.mobilePhone;
+      case 'department':
+        return user.department;
+      case 'employee_id':
+        return user.employeeId;
+      case 'all':
+        return {
+          name: user.displayName || `${user.firstName || ''} ${user.lastName || ''}`.trim(),
+          email: user.email,
+          phone: user.phone || user.mobilePhone,
+          department: user.department,
+          employeeId: user.employeeId
+        };
+      default:
+        return null;
+    }
+  }
+
+  /**
+   * Resolve dynamic approver based on configuration
+   */
+  async resolveDynamicApprover(
+    level: number,
+    config: any,  // DynamicApproverConfig
+    request: WorkflowRequest
+  ): Promise<User | null> {
+    if (!config?.enabled || !config?.approverSelection?.dynamicRules) {
+      return null;
+    }
+
+    try {
+      const rule = config.approverSelection.dynamicRules.find((r: any) => r.level === level);
+      if (!rule) return null;
+
+      const criteria = rule.selectionCriteria;
+
+      switch (criteria.type) {
+        case 'role':
+          return await User.findOne({
+            where: {
+              role: criteria.value as any
+            },
+            order: [['created_at', 'DESC']]
+          });
+
+        case 'department':
+          const initiator = await User.findByPk(request.initiatorId);
+          const deptValue = criteria.value?.replace('${initiator.department}', initiator?.department || '') || initiator?.department;
+          if (deptValue) {
+            return await User.findOne({
+              where: {
+                department: deptValue,
+                role: 'MANAGEMENT' as any
+              }
+            });
+          }
+          return null;
+
+        case 'manager':
+          const initiatorUser = await User.findByPk(request.initiatorId);
+          if (initiatorUser?.manager) {
+            return await User.findOne({
+              where: {
+                email: initiatorUser.manager
+              }
+            });
+          }
+          return null;
+
+        default:
+          return null;
+      }
+    } catch (error) {
+      logger.error('[TemplateFieldResolver] Error resolving dynamic approver:', error);
+      return null;
+    }
+  }
+}
+

src/types/auth.types.ts

@@ -9,6 +9,7 @@ export interface SSOUserData {
   designation?: string;
   phone?: string;
   reportingManagerId?: string;
+  manager?: string; // Optional - Manager name from Okta profile
 }
 
 export interface SSOConfig {
@@ -20,6 +21,7 @@ export interface SSOConfig {
   oktaDomain: string;
   oktaClientId: string;
   oktaClientSecret: string;
+  oktaApiToken?: string; // Optional - SSWS token for Okta Users API
 }
 
 export interface AuthTokens {