i have fixed additional approver issue in the calim request with more enhancement

This commit is contained in:
laxmanhalaki 2026-03-20 19:21:57 +05:30
parent d3ff1791ac
commit 7d74bc43bc
6 changed files with 431 additions and 281 deletions

View File

@ -567,9 +567,21 @@ export class ApprovalService {
logger.info(`[Approval] Sending assignment notification to next approver: ${nextApproverName} (${nextApproverId}) at level ${nextLevelNumber} for request ${(wf as any).requestNumber}`);
let assignmentTitle = `Action required: ${(wf as any).requestNumber}`;
let assignmentBody = `${(wf as any).title}`;
const nextLevelNameStr = (nextLevel as any).levelName || '';
if (nextLevelNameStr.toLowerCase().includes('proposal')) {
assignmentTitle = 'Proposal Required';
assignmentBody = `A proposal is required for request ${(wf as any).requestNumber}: ${(wf as any).title}`;
} else if (nextLevelNameStr.toLowerCase().includes('completion') || nextLevelNameStr.toLowerCase().includes('documents')) {
assignmentTitle = 'Completion Documents Required';
assignmentBody = `Completion documents are required for request ${(wf as any).requestNumber}: ${(wf as any).title}`;
}
await notificationService.sendToUsers([nextApproverId], {
title: `Action required: ${(wf as any).requestNumber}`,
body: `${(wf as any).title}`,
title: assignmentTitle,
body: assignmentBody,
requestNumber: (wf as any).requestNumber,
requestId: (wf as any).requestId,
url: `/request/${(wf as any).requestNumber}`,

View File

@ -98,6 +98,9 @@ export class DealerClaimService {
level: number;
tat?: number | string;
tatType?: 'hours' | 'days';
stepName?: string;
isAdditional?: boolean;
originalLevel?: number;
}>;
}
): Promise<WorkflowRequest> {
@ -121,11 +124,11 @@ export class DealerClaimService {
// 2. Map and validate dealer user
const dealerCode = claimData.dealerCode;
// 0. Validate Dealer User (jobTitle='Dealer' and employeeId=dealerCode)
logger.info(`[DealerClaimService] Validating dealer for code: ${claimData.dealerCode}`);
const dealerUser = await validateDealerUser(claimData.dealerCode);
// 0a. Validate Dealer Item Group against Activity Credit Posting
// Validate Dealer Item Group against Activity Credit Posting
const activityType = await ActivityType.findOne({ where: { title: claimData.activityType } });
if (activityType && activityType.creditPostingOn) {
// Fetch full dealer info (including external API data like itemGroup)
@ -172,8 +175,6 @@ export class DealerClaimService {
};
if (!isValidUUID(userId)) {
// If userId is not a UUID (might be Okta ID), try to find by email or other means
// This shouldn't happen in normal flow, but handle gracefully
throw new Error(`Invalid initiator ID format. Expected UUID, got: ${userId}`);
}
@ -183,7 +184,6 @@ export class DealerClaimService {
}
// Fallback: Enrichment from local dealer table if data is missing or incomplete
// We still keep this as a secondary fallback, but validation above is primary
const localDealer = await findDealerLocally(claimData.dealerCode, claimData.dealerEmail);
if (localDealer) {
logger.info(`[DealerClaimService] Enriched claim request with local dealer data: ${localDealer.dealerCode}`);
@ -202,7 +202,7 @@ export class DealerClaimService {
const transformedLevels = [];
// Define step names mapping
const stepNames: Record<number, string> = {
const standardStepNames: Record<number, string> = {
1: 'Dealer Proposal Submission',
2: 'Requestor Evaluation',
3: 'Department Lead Approval',
@ -210,53 +210,94 @@ export class DealerClaimService {
5: 'Requestor Claim Approval'
};
for (const a of claimData.approvers) {
let approverUserId = a.userId;
// Determine the maximum level to correctly identify the final approver
const maxLevel = claimData.approvers && claimData.approvers.length > 0
? Math.max(...claimData.approvers.map(approver => approver.level))
: 5;
// Determine level name - use mapped name or fallback to "Step X"
let levelName = stepNames[a.level] || `Step ${a.level}`;
// If this is a Dealer-specific step (Step 1 or Step 4), ensure we use the validated dealerUser
if (a.level === 1 || a.level === 4) {
logger.info(`[DealerClaimService] Assigning validated dealer user to ${levelName} (Step ${a.level})`);
approverUserId = dealerUser.userId;
a.email = dealerUser.email;
a.name = dealerUser.displayName || dealerUser.email;
}
// If userId missing, ensure user exists by email
if (!approverUserId && a.email) {
try {
const user = await userService.ensureUserExists({ email: a.email });
approverUserId = user.userId;
} catch (e) {
logger.warn(`[DealerClaimService] Could not resolve user for email ${a.email}:`, e);
// If it fails, keep it empty and let the workflow service handle it (or fail early)
if (claimData.approvers) {
let nextStandardStep = 1;
for (const approver of claimData.approvers) {
let approverUserId = approver.userId;
const currentLevel = approver.level;
// Determine if this is an additional approver or a standard step
// Rule: If isAdditional flag is set OR it has a custom stepName (not in standard names),
// it's an insertion and doesn't consume a standard step slot.
const isAdditional = (approver as any).isAdditional === true;
const customName = (approver as any).stepName;
const isStandardName = customName && Object.values(standardStepNames).includes(customName);
// Determine originalLevel hint
let originalLevel = (approver as any).originalLevel;
if (!originalLevel) {
if (isAdditional || (customName && !isStandardName)) {
// This is an additional/custom step, it doesn't have a standard original level
originalLevel = undefined;
} else {
// This is a standard step, take the next available standard slot
originalLevel = nextStandardStep++;
}
} else if (!isAdditional) {
// If originalLevel is explicitly provided, sync our counter
nextStandardStep = Math.max(nextStandardStep, originalLevel + 1);
}
// Determine level name
let levelName = customName;
if (!levelName) {
// If not provided, use originalLevel mapping or fallback to current level mapping
levelName = (originalLevel && standardStepNames[originalLevel]) || `Additional Approver`;
}
// If this is a Dealer-specific step (originalLevel 1 or 4), ensure we use the validated dealerUser
if (originalLevel === 1 || originalLevel === 4) {
logger.info(`[DealerClaimService] Assigning validated dealer user to ${levelName} (Original Level ${originalLevel}, Current Level ${currentLevel})`);
approverUserId = dealerUser.userId;
approver.email = dealerUser.email;
approver.name = dealerUser.displayName || dealerUser.email;
}
// Determine if current approverUserId is a valid UUID
const isNotUuid = approverUserId && !isValidUUID(approverUserId);
// If userId missing or is not a valid UUID (e.g. an Okta ID), ensure user exists in local DB
if ((!approverUserId || isNotUuid) && approver.email) {
try {
const user = await userService.ensureUserExists({
email: approver.email,
userId: isNotUuid ? approverUserId : undefined
});
approverUserId = user.userId;
if (isNotUuid) {
logger.info(`[DealerClaimService] Resolved Okta ID ${approver.userId} to UUID ${approverUserId} for ${approver.email}`);
}
} catch (e) {
logger.warn(`[DealerClaimService] Could not resolve user for email ${approver.email}:`, e);
if (isNotUuid) {
approverUserId = '';
}
}
}
let tatHours = 24; // Default
if (approver.tat) {
const val = typeof approver.tat === 'number' ? approver.tat : parseInt(approver.tat as string);
tatHours = (approver as any).tatType === 'days' ? val * 24 : val;
}
transformedLevels.push({
levelNumber: currentLevel,
levelName: levelName,
approverId: approverUserId || '',
approverEmail: approver.email,
approverName: approver.name || approver.email,
tatHours: tatHours,
isFinalApprover: currentLevel === maxLevel
});
}
let tatHours = 24; // Default
if (a.tat) {
const val = typeof a.tat === 'number' ? a.tat : parseInt(a.tat as string);
tatHours = a.tatType === 'days' ? val * 24 : val;
}
// Already determined levelName above
// If it's an additional approver (not one of the standard steps), label it clearly
// Note: The frontend might send extra steps if approvers are added dynamically
// But for initial creation, we usually stick to the standard flow
transformedLevels.push({
levelNumber: a.level,
levelName: levelName,
approverId: approverUserId || '', // Fallback to empty string if still not resolved
approverEmail: a.email,
approverName: a.name || a.email,
tatHours: tatHours,
// New 5-step flow: Level 5 is the final approver (Requestor Claim Approval)
isFinalApprover: a.level === 5
});
}
// 2. Transform participants
@ -281,7 +322,10 @@ export class DealerClaimService {
}
}
const workflow = await this.getWorkflowService().createWorkflow(userId, {
// 2. Create the workflow as a DRAFT first
// This prevents immediate notification triggering within the transaction
const workflowService = this.getWorkflowService();
const workflow = await workflowService.createWorkflow(userId, {
templateType: 'DEALER CLAIM',
workflowType: 'CLAIM_MANAGEMENT',
title: `Dealer Claim: ${sanitizedName} (${dealerCode})`,
@ -289,11 +333,11 @@ export class DealerClaimService {
priority: (claimData as any).priority || Priority.STANDARD,
approvalLevels: transformedLevels,
participants: transformedParticipants,
isDraft: false
isDraft: true // Create as draft initially
} as any, { transaction, ipAddress: null, userAgent: 'System/DealerClaimService' });
// Create claim details
const claimDetails = await DealerClaimDetails.create({
await DealerClaimDetails.create({
requestId: workflow.requestId,
activityName: sanitizedName,
activityType: claimData.activityType,
@ -308,7 +352,7 @@ export class DealerClaimService {
periodEndDate: claimData.periodEndDate,
} as any, { transaction });
// Initialize budget tracking with initial estimated budget (if provided)
// Initialize budget tracking
await ClaimBudgetTracking.upsert({
requestId: workflow.requestId,
initialEstimatedBudget: claimData.estimatedBudget,
@ -318,19 +362,20 @@ export class DealerClaimService {
// 3. Commit transaction
await transaction.commit();
logger.info(`[DealerClaimService] Transaction committed for workflow: ${workflow.requestNumber}`);
logger.info(`[DealerClaimService] Created claim request: ${workflow.requestNumber}`);
return workflow;
// 4. Submit the workflow - this triggers notifications after transaction commit
// This ensures that NotificationService (and DealerClaimEmailService) can find the claim details
const submittedWorkflow = await workflowService.submitWorkflow(workflow.requestId);
logger.info(`[DealerClaimService] Submitted claim request: ${workflow.requestNumber}`);
return submittedWorkflow || workflow;
} catch (error: any) {
// Rollback transaction on error
if (transaction) await transaction.rollback();
// Log detailed error information for debugging
const errorDetails: any = {
message: error.message,
name: error.name,
};
// Sequelize validation errors
if (error.errors && Array.isArray(error.errors)) {
errorDetails.validationErrors = error.errors.map((e: any) => ({
field: e.path,
@ -338,8 +383,6 @@ export class DealerClaimService {
value: e.value,
}));
}
// Sequelize database errors
if (error.parent) {
errorDetails.databaseError = {
message: error.parent.message,
@ -347,7 +390,6 @@ export class DealerClaimService {
detail: error.parent.detail,
};
}
logger.error('[DealerClaimService] Error creating claim request:', errorDetails);
throw error;
}
@ -380,8 +422,6 @@ export class DealerClaimService {
}
// Step definitions with default TAT (only manual approval steps)
// Note: Activity Creation (was level 4), E-Invoice Generation (was level 7), and Credit Note Confirmation (was level 8)
// are now handled as activity logs only, not approval steps
const stepDefinitions = [
{ level: 1, name: 'Dealer Proposal Submission', defaultTat: 72, isAuto: false },
{ level: 2, name: 'Requestor Evaluation', defaultTat: 48, isAuto: false },
@ -396,6 +436,11 @@ export class DealerClaimService {
// Track which original steps have been processed
const processedOriginalSteps = new Set<number>();
// Determine the maximum level to correctly identify the final approver
const maxLevel = approvers.length > 0
? Math.max(...approvers.map(a => a.level))
: 5;
// Process approvers in order by their level
for (const approver of sortedApprovers) {
let approverId: string | null = null;
@ -403,22 +448,17 @@ export class DealerClaimService {
let approverName = 'System';
let tatHours = 48; // Default TAT
let levelName = '';
let isSystemStep = false;
let isFinalApprover = false;
// Find the step definition this approver belongs to
let stepDef = null;
// Check if this is a system step by email (for backwards compatibility)
const systemEmails = [`system@${appDomain}`];
const financeEmails = [`finance@${appDomain}`];
const isSystemEmail = systemEmails.includes(approver.email) || financeEmails.includes(approver.email);
let stepDef = null;
if (approver.isAdditional) {
// Additional approver - use stepName from frontend
levelName = approver.stepName || 'Additional Approver';
isSystemStep = false;
isFinalApprover = false;
} else {
// Fixed step - find by originalStepLevel first, then by matching level
const originalLevel = approver.originalStepLevel || approver.level;
@ -430,210 +470,112 @@ export class DealerClaimService {
}
// System steps (Activity Creation, E-Invoice Generation, Credit Note Confirmation) are no longer approval steps
// They are handled as activity logs only
// If approver has system email but no step definition found, skip creating approval level
if (!stepDef && isSystemEmail) {
logger.info(`[DealerClaimService] Skipping system step approver at level ${approver.level} - system steps are now activity logs only`);
logger.info(`[DealerClaimService] Skipping system step approver at level ${approver.level}`);
continue; // Skip creating approval level for system steps
}
if (stepDef) {
levelName = stepDef.name;
isSystemStep = false; // No system steps in approval levels anymore
isFinalApprover = stepDef.level === 5; // Last step is now Requestor Claim Approval (level 5)
processedOriginalSteps.add(stepDef.level);
} else {
// Fallback - shouldn't happen but handle gracefully
// Fallback
levelName = `Step ${approver.level}`;
isSystemStep = false;
logger.warn(`[DealerClaimService] Could not find step definition for approver at level ${approver.level}, using fallback name`);
logger.warn(`[DealerClaimService] Could not find step definition for approver at level ${approver.level}`);
}
// Ensure levelName is never empty and truncate if too long (max 100 chars)
if (!levelName || levelName.trim() === '') {
levelName = approver.isAdditional
? `Additional Approver - Level ${approver.level}`
: `Step ${approver.level}`;
logger.warn(`[DealerClaimService] levelName was empty for approver at level ${approver.level}, using fallback: ${levelName}`);
}
// Truncate levelName to max 100 characters (database constraint)
// Truncate levelName if too long (max 100 chars)
if (levelName.length > 100) {
logger.warn(`[DealerClaimService] levelName too long (${levelName.length} chars) for level ${approver.level}, truncating to 100 chars`);
levelName = levelName.substring(0, 97) + '...';
}
}
// System steps are no longer created as approval levels - they are activity logs only
// This code path should not be reached anymore, but kept for safety
if (isSystemStep) {
logger.warn(`[DealerClaimService] System step detected but should not create approval level. Skipping.`);
continue; // Skip creating approval level for system steps
// User-provided approver (fixed or additional)
if (!approver.email) {
throw new Error(`Approver email is required for level ${approver.level}: ${levelName}`);
}
{
// User-provided approver (fixed or additional)
if (!approver.email) {
throw new Error(`Approver email is required for level ${approver.level}: ${levelName}`);
}
// Calculate TAT in hours
if (approver.tat) {
const tat = Number(approver.tat);
if (isNaN(tat) || tat <= 0) {
throw new Error(`Invalid TAT for level ${approver.level}. TAT must be a positive number.`);
}
// Calculate TAT in hours
if (approver.tat) {
const tat = Number(approver.tat);
if (!isNaN(tat) && tat > 0) {
tatHours = approver.tatType === 'days' ? tat * 24 : tat;
} else if (stepDef) {
tatHours = stepDef.defaultTat;
}
// Ensure user exists in database (create from Okta if needed)
let user: User | null = null;
// Helper function to check if a string is a valid UUID
const isValidUUID = (str: string): boolean => {
const uuidRegex = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
return uuidRegex.test(str);
};
// Try to find user by userId if it's a valid UUID
if (approver.userId && isValidUUID(approver.userId)) {
try {
user = await User.findByPk(approver.userId);
} catch (error: any) {
// If findByPk fails (e.g., invalid UUID format), log and continue to email lookup
logger.debug(`[DealerClaimService] Could not find user by userId ${approver.userId}, will try email lookup`);
}
}
// If user not found by ID (or userId was not a valid UUID), try email
if (!user && approver.email) {
user = await User.findOne({ where: { email: approver.email.toLowerCase() } });
if (!user) {
// User doesn't exist - create from Okta
logger.info(`[DealerClaimService] User ${approver.email} not found in DB, syncing from Okta`);
try {
const userService = this.getUserService();
user = await userService.ensureUserExists({
email: approver.email.toLowerCase(),
userId: approver.userId, // Pass Okta ID if provided (ensureUserExists will handle it)
}) as any;
logger.info(`[DealerClaimService] Successfully synced user ${approver.email} from Okta`);
} catch (oktaError: any) {
logger.error(`[DealerClaimService] Failed to sync user from Okta: ${approver.email}`, oktaError);
throw new Error(`User email '${approver.email}' not found in organization directory. Please verify the email address.`);
}
}
}
if (!user) {
throw new Error(`Could not resolve user for level ${approver.level}: ${approver.email}`);
}
approverId = user.userId;
approverEmail = user.email;
approverName = approver.name || user.displayName || user.email || 'Approver';
} else if (stepDef) {
tatHours = stepDef.defaultTat;
}
// Ensure we have a valid approverId
if (!approverId) {
logger.error(`[DealerClaimService] No approverId resolved for level ${approver.level}, using initiator as fallback`);
approverId = initiatorId;
approverEmail = approverEmail || initiator.email;
approverName = approverName || 'Unknown Approver';
}
// Ensure approverId is a valid UUID before creating
const isValidUUID = (str: string): boolean => {
// Ensure user exists in database (create from Okta if needed)
let user: User | null = null;
const isValidUUIDLocal = (str: string): boolean => {
const uuidRegex = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
return uuidRegex.test(str);
};
if (!approverId || !isValidUUID(approverId)) {
logger.error(`[DealerClaimService] Invalid approverId for level ${approver.level}: ${approverId}`);
throw new Error(`Invalid approver ID format for level ${approver.level}. Expected UUID.`);
// Try to find user by userId if it's a valid UUID
if (approver.userId && isValidUUIDLocal(approver.userId)) {
try {
user = await User.findByPk(approver.userId);
} catch (error: any) {
logger.debug(`[DealerClaimService] Could not find user by userId ${approver.userId}`);
}
}
// Create approval level using the approver's level (which may be shifted)
// If user not found by ID (or userId was not a valid UUID), try email
if (!user && approver.email) {
user = await User.findOne({ where: { email: approver.email.toLowerCase() } });
if (!user) {
try {
const userService = this.getUserService();
user = await userService.ensureUserExists({
email: approver.email.toLowerCase(),
userId: approver.userId,
}) as any;
} catch (oktaError: any) {
logger.error(`[DealerClaimService] Failed to sync user from Okta: ${approver.email}`, oktaError);
throw new Error(`User email '${approver.email}' not found in organization directory.`);
}
}
}
if (!user) {
throw new Error(`Could not resolve user for level ${approver.level}: ${approver.email}`);
}
approverId = user.userId;
approverEmail = user.email;
approverName = approver.name || user.displayName || user.email || 'Approver';
const now = new Date();
const isStep1 = approver.level === 1;
try {
// Check for duplicate level_number for this request_id (unique constraint)
const existingLevel = await ApprovalLevel.findOne({
where: {
requestId,
levelNumber: approver.level
}
});
if (existingLevel) {
logger.error(`[DealerClaimService] Duplicate level number ${approver.level} already exists for request ${requestId}`);
throw new Error(`Level ${approver.level} already exists for this request. This may indicate a duplicate approver.`);
}
await ApprovalLevel.create({
requestId,
levelNumber: approver.level, // Use the approver's level (may be shifted)
levelName: levelName, // Already validated and truncated above
levelNumber: approver.level,
levelName: levelName,
approverId: approverId,
approverEmail: approverEmail || '',
approverName: approverName || 'Unknown',
tatHours: tatHours || 0,
status: isStep1 ? ApprovalStatus.PENDING : ApprovalStatus.PENDING,
isFinalApprover: isFinalApprover || false,
status: ApprovalStatus.PENDING,
isFinalApprover: approver.level === maxLevel,
elapsedHours: 0,
remainingHours: tatHours || 0,
tatPercentageUsed: 0,
levelStartTime: isStep1 ? now : undefined,
tatStartTime: isStep1 ? now : undefined,
// Note: tatDays is NOT included - it's auto-calculated by the database
} as any);
} catch (createError: any) {
// Log detailed validation errors
const errorDetails: any = {
message: createError.message,
name: createError.name,
level: approver.level,
levelName: levelName?.substring(0, 50), // Truncate for logging
approverId,
approverEmail,
approverName: approverName?.substring(0, 50),
tatHours,
};
// Sequelize validation errors
if (createError.errors && Array.isArray(createError.errors)) {
errorDetails.validationErrors = createError.errors.map((e: any) => ({
field: e.path,
message: e.message,
value: e.value,
type: e.type,
}));
}
// Database constraint errors
if (createError.parent) {
errorDetails.databaseError = {
message: createError.parent.message,
code: createError.parent.code,
detail: createError.parent.detail,
constraint: createError.parent.constraint,
};
}
logger.error(`[DealerClaimService] Failed to create approval level for level ${approver.level}:`, errorDetails);
logger.error(`[DealerClaimService] Failed to create approval level for level ${approver.level}:`, createError);
throw new Error(`Failed to create approval level ${approver.level} (${levelName}): ${createError.message}`);
}
}
// Validate that required fixed steps were processed
const requiredSteps = stepDefinitions.filter(s => !s.isAuto);
for (const requiredStep of requiredSteps) {
if (!processedOriginalSteps.has(requiredStep.level)) {
logger.warn(`[DealerClaimService] Required step ${requiredStep.level} (${requiredStep.name}) was not found in approvers array`);
for (const step of stepDefinitions) {
if (!processedOriginalSteps.has(step.level)) {
logger.warn(`[DealerClaimService] Required step ${step.level} (${step.name}) was not found`);
}
}
}
@ -735,8 +677,33 @@ export class DealerClaimService {
};
// Only try to find user if approverId is a valid UUID
if (!isValidUUID(approverId)) {
logger.warn(`[DealerClaimService] Invalid UUID format for approverId: ${approverId}, skipping participant creation`);
if (!approverId || !isValidUUID(approverId)) {
logger.warn(`[DealerClaimService] Missing or invalid UUID format for approverId: ${approverId}, attempting to resolve by email: ${approverEmail}`);
if (approverEmail) {
try {
const userService = this.getUserService();
const user = await userService.ensureUserExists({
email: approverEmail.toLowerCase(),
userId: approverId && !isValidUUID(approverId) ? approverId : undefined
});
// Update with resolved UUID
const resolvedUserId = user.userId;
if (resolvedUserId && isValidUUID(resolvedUserId)) {
participantsToAdd.push({
userId: resolvedUserId,
userEmail: user.email,
userName: user.displayName || user.email || 'Approver',
participantType: ParticipantType.APPROVER,
});
addedUserIds.add(resolvedUserId);
continue;
}
} catch (err) {
logger.error(`[DealerClaimService] Failed to resolve participant by email ${approverEmail}:`, err);
}
}
continue;
}

View File

@ -247,9 +247,10 @@ export class DealerClaimApprovalService {
if (nextLevel) {
logger.info(`[DealerClaimApproval] Found next level: ${nextLevelNumber} (${(nextLevel as any).levelName || 'unnamed'}), approver: ${(nextLevel as any).approverName || (nextLevel as any).approverEmail || 'unknown'}, status: ${nextLevel.status}`);
// SPECIAL LOGIC: If we are moving to Step 4 (Dealer Completion Documents),
// check if this is a re-quotation flow. If so, skip Step 4 and move to Step 5.
if (nextLevelNumber === 4) {
// SPECIAL LOGIC: If we are moving to Dealer Completion Documents,
// check if this is a re-quotation flow. If so, skip this step and move to the next one.
const currentNextLevelName = (nextLevel as any).levelName || '';
if (currentNextLevelName === 'Dealer Completion Documents') {
try {
const { DealerClaimHistory, SnapshotType } = await import('@models/DealerClaimHistory');
const reQuotationHistory = await DealerClaimHistory.findOne({
@ -259,29 +260,36 @@ export class DealerClaimApprovalService {
changeReason: { [Op.iLike]: '%Revised Quotation Requested%' }
}
});
if (reQuotationHistory) {
logger.info(`[DealerClaimApproval] Re-quotation detected in history for request ${level.requestId}. Skipping Step 4 (Completion Documents).`);
// Skip level 4
logger.info(`[DealerClaimApproval] Re-quotation detected in history for request ${level.requestId}. Skipping Dealer Completion Documents.`);
// Skip this level
await nextLevel.update({
status: ApprovalStatus.SKIPPED,
comments: 'Skipped - Re-quotation flow'
});
// Find level 5
const level5 = await ApprovalLevel.findOne({
where: { requestId: level.requestId, levelNumber: 5 }
// Find the NEXT available level (regardless of its number)
const nextTarget = await ApprovalLevel.findOne({
where: {
requestId: level.requestId,
levelNumber: { [Op.gt]: nextLevel.levelNumber }
},
order: [['levelNumber', 'ASC']]
});
if (level5) {
logger.info(`[DealerClaimApproval] Redirecting to Step 5 for request ${level.requestId}`);
nextLevel = level5; // Switch to level 5 as the "next level" to activate
if (nextTarget) {
logger.info(`[DealerClaimApproval] Redirecting to next target level ${nextTarget.levelNumber} (${(nextTarget as any).levelName || 'unnamed'}) for request ${level.requestId}`);
nextLevel = nextTarget;
} else {
logger.info(`[DealerClaimApproval] No further steps after skipping Dealer Completion Documents for request ${level.requestId}`);
nextLevel = null;
}
}
} catch (historyError) {
logger.error(`[DealerClaimApproval] Error checking re-quotation history:`, historyError);
// Fallback: proceed to Step 4 normally if history check fails
// Fallback: proceed normally if history check fails
}
}
@ -613,9 +621,21 @@ export class DealerClaimApprovalService {
try {
logger.info(`[DealerClaimApproval] Sending assignment notification to next approver: ${nextApproverName} (${nextApproverId}) at level ${nextLevelNumber} for request ${(wf as any).requestNumber}`);
let assignmentTitle = `Action required: ${(wf as any).requestNumber}`;
let assignmentBody = `${(wf as any).title}`;
const nextLevelNameStr = (nextLevel as any).levelName || '';
if (nextLevelNameStr.toLowerCase().includes('proposal')) {
assignmentTitle = 'Proposal Required';
assignmentBody = `A proposal is required for request ${(wf as any).requestNumber}: ${(wf as any).title}`;
} else if (nextLevelNameStr.toLowerCase().includes('completion') || nextLevelNameStr.toLowerCase().includes('documents')) {
assignmentTitle = 'Completion Documents Required';
assignmentBody = `Completion documents are required for request ${(wf as any).requestNumber}: ${(wf as any).title}`;
}
await notificationService.sendToUsers([nextApproverId], {
title: `Action required: ${(wf as any).requestNumber}`,
body: `${(wf as any).title}`,
title: assignmentTitle,
body: assignmentBody,
requestNumber: (wf as any).requestNumber,
requestId: (wf as any).requestId,
url: `/request/${(wf as any).requestNumber}`,
@ -832,9 +852,10 @@ export class DealerClaimApprovalService {
const isReQuotation = (action.rejectionReason || action.comments || '').includes('Revised Quotation Requested');
if (isReQuotation) {
const step1 = allLevels.find(l => l.levelNumber === 1);
// Find Step 1 (Dealer Proposal Submission) by name (more robust than hardcoded level 1)
const step1 = allLevels.find(l => (l as any).levelName === 'Dealer Proposal Submission');
if (step1) {
logger.info(`[DealerClaimApproval] Re-quotation requested. Jumping to Step 1 for request ${level.requestId}`);
logger.info(`[DealerClaimApproval] Re-quotation requested. Jumping to Dealer Proposal Submission (${step1.levelNumber}) for request ${level.requestId}`);
targetLevel = step1;
// Reset all intermediate levels (between Step 1 and current level)

View File

@ -934,6 +934,96 @@ export class EmailNotificationService {
}
}
/**
* 11a. Send Participant Added Email (for Additional Approvers)
*/
async sendParticipantAdded(
requestData: any,
participantData: any,
addedByData?: any,
initiatorData?: any
): Promise<void> {
try {
const canSend = await shouldSendEmail(
participantData.userId,
EmailNotificationType.PARTICIPANT_ADDED
);
if (!canSend) {
logger.info(`Email skipped (preferences): Participant Added for ${participantData.email}`);
return;
}
// Get initiator name
let initiatorName = 'Initiator';
if (initiatorData) {
initiatorName = initiatorData.displayName || initiatorData.email || 'Initiator';
} else if (requestData.initiatorId) {
try {
const { User } = await import('@models/index');
const initiator = await User.findByPk(requestData.initiatorId);
if (initiator) {
const initiatorJson = initiator.toJSON();
initiatorName = initiatorJson.displayName || initiatorJson.email || 'Initiator';
}
} catch (error) {
logger.warn(`Failed to fetch initiator for participant added email: ${error}`);
}
}
// Get added by name
let addedByName: string | undefined;
if (addedByData) {
addedByName = addedByData.displayName || addedByData.email;
}
// Get participant to check when they were added
const { Participant } = await import('@models/index');
const participant = await Participant.findOne({
where: {
requestId: requestData.requestId || requestData.workflowRequestId,
userId: participantData.userId
}
});
const addedDate = participant ? this.formatDate((participant as any).addedAt || new Date()) : this.formatDate(new Date());
const addedTime = participant ? this.formatTime((participant as any).addedAt || new Date()) : this.formatTime(new Date());
const data: ParticipantAddedData = {
recipientName: participantData.displayName || participantData.email,
participantName: participantData.displayName || participantData.email,
participantRole: 'Approver',
addedByName: addedByName || 'Admin',
initiatorName: initiatorName,
requestId: requestData.requestNumber,
requestTitle: requestData.title,
requestType: getTemplateTypeLabel(requestData.templateType || requestData.workflowType),
currentStatus: requestData.status || 'PENDING',
addedDate: addedDate,
addedTime: addedTime,
requestDescription: requestData.description || '',
viewDetailsLink: getViewDetailsLink(requestData.requestNumber, this.frontendUrl),
companyName: CompanyInfo.name
};
const html = getParticipantAddedEmail(data);
const subject = `[${requestData.requestNumber}] Added as Additional Approver`;
const result = await emailService.sendEmail({
to: participantData.email,
subject,
html
});
if (result.previewUrl) {
logger.info(`📧 Participant Added Email Preview: ${result.previewUrl}`);
}
logger.info(`✅ Participant Added email sent to ${participantData.email} for request ${requestData.requestNumber}`);
} catch (error) {
logger.error(`Failed to send Participant Added email:`, error);
}
}
/**
* 12. Send Dealer Proposal Required Email
*/

View File

@ -300,6 +300,7 @@ class NotificationService {
'workflow_paused': EmailNotificationType.WORKFLOW_PAUSED,
'approver_skipped': EmailNotificationType.APPROVER_SKIPPED,
'spectator_added': EmailNotificationType.SPECTATOR_ADDED,
'participant_added': EmailNotificationType.PARTICIPANT_ADDED,
// Dealer Claim Specific
'proposal_submitted': EmailNotificationType.DEALER_PROPOSAL_SUBMITTED,
'activity_created': EmailNotificationType.ACTIVITY_CREATED,
@ -1009,6 +1010,8 @@ class NotificationService {
}
break;
case 'proposal_submitted':
{
// Get dealer and proposal data from metadata
@ -1164,6 +1167,29 @@ class NotificationService {
}
break;
case 'participant_added':
{
// Get the participant user
const participantUser = await User.findByPk(userId);
if (!participantUser) {
logger.warn(`[Email] Participant user ${userId} not found`);
return;
}
// Get the user who added the participant
const addedByUserId = payload.metadata?.addedBy;
const addedByUser = addedByUserId ? await User.findByPk(addedByUserId) : null;
await emailNotificationService.sendParticipantAdded(
requestData,
participantUser.toJSON(),
addedByUser ? addedByUser.toJSON() : undefined,
initiatorData
);
}
break;
default:
logger.info(`[Email] No email configured for notification type: ${notificationType}`);
}

View File

@ -411,9 +411,7 @@ export class WorkflowService {
// If we're adding at the current level OR request was approved, the new approver becomes the active approver
const workflowCurrentLevel = (workflow as any).currentLevel;
const isAddingAtCurrentLevel = targetLevel === workflowCurrentLevel;
const shouldBeActive = isAddingAtCurrentLevel || isRequestApproved;
// Create new approval level at target position
const shouldBeActive = isAddingAtCurrentLevel || isRequestApproved; // Create new approval level at target position
const newLevel = await ApprovalLevel.create({
requestId,
levelNumber: targetLevel,
@ -429,21 +427,23 @@ export class WorkflowService {
tatStartTime: shouldBeActive ? new Date() : null
} as any);
// If request was APPROVED and we're adding a new approver, reactivate the request
if (isRequestApproved) {
// Change request status back to PENDING
await workflow.update({
status: WorkflowStatus.PENDING,
currentLevel: targetLevel // Set new approver as current level
} as any);
logger.info(`[Workflow] Request ${requestId} status changed from APPROVED to PENDING - new approver added at level ${targetLevel}`);
} else if (isAddingAtCurrentLevel) {
// If we're adding at the current level, the workflow's currentLevel stays the same
// (it's still the same level number, just with a new approver)
// No need to update workflow.currentLevel - it's already correct
// Only update workflow currentLevel if the new level is becoming the active one
if (shouldBeActive) {
// If request was APPROVED and we're adding a new approver, reactivate the request
if (isRequestApproved) {
// Change request status back to PENDING
await workflow.update({
status: WorkflowStatus.PENDING,
currentLevel: targetLevel // Set new approver as current level
} as any);
logger.info(`[Workflow] Request ${requestId} status changed from APPROVED to PENDING - new approver added at level ${targetLevel}`);
} else {
// If we're adding at the current level, ensure currentLevel matches targetLevel
await workflow.update({ currentLevel: targetLevel } as any);
logger.info(`[Workflow] Updated workflow currentLevel to ${targetLevel} for active new approver`);
}
} else {
// If adding after current level, update currentLevel to the new approver
await workflow.update({ currentLevel: targetLevel } as any);
logger.info(`[Workflow] New approver added as PENDING at level ${targetLevel}. Current level remains at ${workflowCurrentLevel}`);
}
// Update isFinalApprover for previous final approver (now it's not final anymore)
@ -498,18 +498,39 @@ export class WorkflowService {
});
// Send notification to new additional approver (in-app, email, and web push)
// ADDITIONAL APPROVER NOTIFICATION: Uses 'assignment' type to trigger approval request email
// This works the same as regular approvers - they need to review and approve
await notificationService.sendToUsers([userId], {
title: 'New Request Assignment',
body: `You have been added as Level ${targetLevel} approver to request ${(workflow as any).requestNumber}: ${(workflow as any).title}`,
requestId,
requestNumber: (workflow as any).requestNumber,
url: `/request/${(workflow as any).requestNumber}`,
type: 'assignment', //: This triggers the approval request email notification
priority: 'HIGH',
actionRequired: true // Additional approvers need to take action
});
if (shouldBeActive) {
// If immediately active, send 'assignment' (Action Required) email
// This will trigger the standard approval request email
await notificationService.sendToUsers([userId], {
title: `Action required: ${(workflow as any).requestNumber}`,
body: `${(workflow as any).title}`,
requestNumber: (workflow as any).requestNumber,
requestId: (workflow as any).requestId,
url: `/request/${(workflow as any).requestNumber}`,
type: 'assignment',
priority: 'HIGH',
actionRequired: true
});
logger.info(`[Workflow] Sent assignment (Action Required) notification to active new approver ${email}`);
} else {
// If future approver, send 'participant_added' (Informational) email
// This informs the user they were added without asking for action yet
await notificationService.sendToUsers([userId], {
title: `Added as additional approver: ${(workflow as any).requestNumber}`,
body: `You have been added as a future approver for ${(workflow as any).title}`,
requestNumber: (workflow as any).requestNumber,
requestId: (workflow as any).requestId,
url: `/request/${(workflow as any).requestNumber}`,
type: 'participant_added',
priority: 'MEDIUM',
actionRequired: false,
metadata: {
addedBy: addedBy,
role: 'Approver'
}
});
logger.info(`[Workflow] Sent participant_added (Info) notification to future approver ${email}`);
}
logger.info(`[Workflow] Added approver ${email} at level ${targetLevel} to request ${requestId}`);
return newLevel;
@ -3881,9 +3902,21 @@ export class WorkflowService {
});
// Send notification to FIRST APPROVER for assignment
const firstLevelName = (current as any).levelName || '';
let assignmentTitle = 'New Request Assigned';
let assignmentBody = `${workflowTitle}`;
if (firstLevelName.toLowerCase().includes('proposal')) {
assignmentTitle = 'Proposal Required';
assignmentBody = `A proposal is required for request ${requestNumber}: ${workflowTitle}`;
} else if (firstLevelName.toLowerCase().includes('completion') || firstLevelName.toLowerCase().includes('documents')) {
assignmentTitle = 'Completion Documents Required';
assignmentBody = `Completion documents are required for request ${requestNumber}: ${workflowTitle}`;
}
await notificationService.sendToUsers([(current as any).approverId], {
title: 'New Request Assigned',
body: `${workflowTitle}`,
title: assignmentTitle,
body: assignmentBody,
requestNumber: requestNumber,
requestId: actualRequestId,
url: `/request/${requestNumber}`,
@ -3891,6 +3924,7 @@ export class WorkflowService {
priority: 'HIGH',
actionRequired: true
});
logger.info(`[Workflow] Sent assignment (Action Required) notification to active first approver ${(current as any).approverEmail}`);
}
// Send notifications to SPECTATORS (in-app, email, and web push)