dealer claim history table recreated and enhanced the approval history versioning

build/assets/conclusionApi-BIX8LEl5.js

@@ -1,2 +1,2 @@
-import{a as s}from"./index-r7_wqQ4e.js";import"./radix-vendor-DIkYAdWy.js";import"./charts-vendor-Bme4E5cb.js";import"./utils-vendor-DNMmNUQL.js";import"./ui-vendor-KevyU1nl.js";import"./socket-vendor-TjCxX7sJ.js";import"./redux-vendor-tbZCm13o.js";import"./router-vendor-AvM4PHvP.js";async function m(n){return(await s.post(`/conclusions/${n}/generate`)).data.data}async function f(n,t){return(await s.post(`/conclusions/${n}/finalize`,{finalRemark:t})).data.data}async function d(n){var t;try{return(await s.get(`/conclusions/${n}`)).data.data}catch(o){if(((t=o.response)==null?void 0:t.status)===404)return null;throw o}}export{f as finalizeConclusion,m as generateConclusion,d as getConclusion};
+import{a as s}from"./index-F9w_cZ47.js";import"./radix-vendor-DIkYAdWy.js";import"./charts-vendor-Bme4E5cb.js";import"./utils-vendor-DNMmNUQL.js";import"./ui-vendor-sjs6YRoy.js";import"./socket-vendor-TjCxX7sJ.js";import"./redux-vendor-tbZCm13o.js";import"./router-vendor-AvM4PHvP.js";async function m(n){return(await s.post(`/conclusions/${n}/generate`)).data.data}async function f(n,t){return(await s.post(`/conclusions/${n}/finalize`,{finalRemark:t})).data.data}async function d(n){var t;try{return(await s.get(`/conclusions/${n}`)).data.data}catch(o){if(((t=o.response)==null?void 0:t.status)===404)return null;throw o}}export{f as finalizeConclusion,m as generateConclusion,d as getConclusion};
-//# sourceMappingURL=conclusionApi-DG9VB6DM.js.map
+//# sourceMappingURL=conclusionApi-BIX8LEl5.js.map

build/assets/conclusionApi-BIX8LEl5.js.map

@@ -1 +1 @@
-{"version":3,"file":"conclusionApi-DG9VB6DM.js","sources":["../../src/services/conclusionApi.ts"],"sourcesContent":["import apiClient from './authApi';\r\n\r\nexport interface ConclusionRemark {\r\n  conclusionId: string;\r\n  requestId: string;\r\n  aiGeneratedRemark: string | null;\r\n  aiModelUsed: string | null;\r\n  aiConfidenceScore: number | null;\r\n  finalRemark: string | null;\r\n  editedBy: string | null;\r\n  isEdited: boolean;\r\n  editCount: number;\r\n  approvalSummary: any;\r\n  documentSummary: any;\r\n  keyDiscussionPoints: string[];\r\n  generatedAt: string | null;\r\n  finalizedAt: string | null;\r\n  createdAt: string;\r\n  updatedAt: string;\r\n}\r\n\r\n/**\r\n * Generate AI-powered conclusion remark\r\n */\r\nexport async function generateConclusion(requestId: string): Promise<{\r\n  conclusionId: string;\r\n  aiGeneratedRemark: string;\r\n  keyDiscussionPoints: string[];\r\n  confidence: number;\r\n  generatedAt: string;\r\n}> {\r\n  const response = await apiClient.post(`/conclusions/${requestId}/generate`);\r\n  return response.data.data;\r\n}\r\n\r\n/**\r\n * Update conclusion remark (edit by initiator)\r\n */\r\nexport async function updateConclusion(requestId: string, finalRemark: string): Promise<ConclusionRemark> {\r\n  const response = await apiClient.put(`/conclusions/${requestId}`, { finalRemark });\r\n  return response.data.data;\r\n}\r\n\r\n/**\r\n * Finalize conclusion and close request\r\n */\r\nexport async function finalizeConclusion(requestId: string, finalRemark: string): Promise<{\r\n  conclusionId: string;\r\n  requestNumber: string;\r\n  status: string;\r\n  finalRemark: string;\r\n  finalizedAt: string;\r\n}> {\r\n  const response = await apiClient.post(`/conclusions/${requestId}/finalize`, { finalRemark });\r\n  return response.data.data;\r\n}\r\n\r\n/**\r\n * Get conclusion for a request\r\n * Returns null if conclusion doesn't exist (404) instead of throwing error\r\n */\r\nexport async function getConclusion(requestId: string): Promise<ConclusionRemark | null> {\r\n  try {\r\n    const response = await apiClient.get(`/conclusions/${requestId}`);\r\n    return response.data.data;\r\n  } catch (error: any) {\r\n    // Handle 404 gracefully - conclusion doesn't exist yet, which is normal\r\n    if (error.response?.status === 404) {\r\n      return null;\r\n    }\r\n    // Re-throw other errors\r\n    throw error;\r\n  }\r\n}\r\n\r\n"],"names":["generateConclusion","requestId","apiClient","finalizeConclusion","finalRemark","getConclusion","error","_a"],"mappings":"6RAwBA,eAAsBA,EAAmBC,EAMtC,CAED,OADiB,MAAMC,EAAU,KAAK,gBAAgBD,CAAS,WAAW,GAC1D,KAAK,IACvB,CAaA,eAAsBE,EAAmBF,EAAmBG,EAMzD,CAED,OADiB,MAAMF,EAAU,KAAK,gBAAgBD,CAAS,YAAa,CAAE,YAAAG,EAAa,GAC3E,KAAK,IACvB,CAMA,eAAsBC,EAAcJ,EAAqD,OACvF,GAAI,CAEF,OADiB,MAAMC,EAAU,IAAI,gBAAgBD,CAAS,EAAE,GAChD,KAAK,IACvB,OAASK,EAAY,CAEnB,KAAIC,EAAAD,EAAM,WAAN,YAAAC,EAAgB,UAAW,IAC7B,OAAO,KAGT,MAAMD,CACR,CACF"}
+{"version":3,"file":"conclusionApi-BIX8LEl5.js","sources":["../../src/services/conclusionApi.ts"],"sourcesContent":["import apiClient from './authApi';\r\n\r\nexport interface ConclusionRemark {\r\n  conclusionId: string;\r\n  requestId: string;\r\n  aiGeneratedRemark: string | null;\r\n  aiModelUsed: string | null;\r\n  aiConfidenceScore: number | null;\r\n  finalRemark: string | null;\r\n  editedBy: string | null;\r\n  isEdited: boolean;\r\n  editCount: number;\r\n  approvalSummary: any;\r\n  documentSummary: any;\r\n  keyDiscussionPoints: string[];\r\n  generatedAt: string | null;\r\n  finalizedAt: string | null;\r\n  createdAt: string;\r\n  updatedAt: string;\r\n}\r\n\r\n/**\r\n * Generate AI-powered conclusion remark\r\n */\r\nexport async function generateConclusion(requestId: string): Promise<{\r\n  conclusionId: string;\r\n  aiGeneratedRemark: string;\r\n  keyDiscussionPoints: string[];\r\n  confidence: number;\r\n  generatedAt: string;\r\n}> {\r\n  const response = await apiClient.post(`/conclusions/${requestId}/generate`);\r\n  return response.data.data;\r\n}\r\n\r\n/**\r\n * Update conclusion remark (edit by initiator)\r\n */\r\nexport async function updateConclusion(requestId: string, finalRemark: string): Promise<ConclusionRemark> {\r\n  const response = await apiClient.put(`/conclusions/${requestId}`, { finalRemark });\r\n  return response.data.data;\r\n}\r\n\r\n/**\r\n * Finalize conclusion and close request\r\n */\r\nexport async function finalizeConclusion(requestId: string, finalRemark: string): Promise<{\r\n  conclusionId: string;\r\n  requestNumber: string;\r\n  status: string;\r\n  finalRemark: string;\r\n  finalizedAt: string;\r\n}> {\r\n  const response = await apiClient.post(`/conclusions/${requestId}/finalize`, { finalRemark });\r\n  return response.data.data;\r\n}\r\n\r\n/**\r\n * Get conclusion for a request\r\n * Returns null if conclusion doesn't exist (404) instead of throwing error\r\n */\r\nexport async function getConclusion(requestId: string): Promise<ConclusionRemark | null> {\r\n  try {\r\n    const response = await apiClient.get(`/conclusions/${requestId}`);\r\n    return response.data.data;\r\n  } catch (error: any) {\r\n    // Handle 404 gracefully - conclusion doesn't exist yet, which is normal\r\n    if (error.response?.status === 404) {\r\n      return null;\r\n    }\r\n    // Re-throw other errors\r\n    throw error;\r\n  }\r\n}\r\n\r\n"],"names":["generateConclusion","requestId","apiClient","finalizeConclusion","finalRemark","getConclusion","error","_a"],"mappings":"6RAwBA,eAAsBA,EAAmBC,EAMtC,CAED,OADiB,MAAMC,EAAU,KAAK,gBAAgBD,CAAS,WAAW,GAC1D,KAAK,IACvB,CAaA,eAAsBE,EAAmBF,EAAmBG,EAMzD,CAED,OADiB,MAAMF,EAAU,KAAK,gBAAgBD,CAAS,YAAa,CAAE,YAAAG,EAAa,GAC3E,KAAK,IACvB,CAMA,eAAsBC,EAAcJ,EAAqD,OACvF,GAAI,CAEF,OADiB,MAAMC,EAAU,IAAI,gBAAgBD,CAAS,EAAE,GAChD,KAAK,IACvB,OAASK,EAAY,CAEnB,KAAIC,EAAAD,EAAM,WAAN,YAAAC,EAAgB,UAAW,IAC7B,OAAO,KAGT,MAAMD,CACR,CACF"}

build/index.html

@@ -52,15 +52,15 @@
         transition: transform 0.2s ease;
       }
     </style>
-    <script type="module" crossorigin src="/assets/index-r7_wqQ4e.js"></script>
+    <script type="module" crossorigin src="/assets/index-F9w_cZ47.js"></script>
     <link rel="modulepreload" crossorigin href="/assets/charts-vendor-Bme4E5cb.js">
     <link rel="modulepreload" crossorigin href="/assets/radix-vendor-DIkYAdWy.js">
     <link rel="modulepreload" crossorigin href="/assets/utils-vendor-DNMmNUQL.js">
-    <link rel="modulepreload" crossorigin href="/assets/ui-vendor-KevyU1nl.js">
+    <link rel="modulepreload" crossorigin href="/assets/ui-vendor-sjs6YRoy.js">
     <link rel="modulepreload" crossorigin href="/assets/socket-vendor-TjCxX7sJ.js">
     <link rel="modulepreload" crossorigin href="/assets/redux-vendor-tbZCm13o.js">
     <link rel="modulepreload" crossorigin href="/assets/router-vendor-AvM4PHvP.js">
-    <link rel="stylesheet" crossorigin href="/assets/index-DMIvOF3n.css">
+    <link rel="stylesheet" crossorigin href="/assets/index-CPRbj7YF.css">
   </head>
   <body>
     <div id="root"></div>

src/migrations/20260113-redesign-dealer-claim-history.ts

@@ -1,38 +1,29 @@
 import { QueryInterface, DataTypes } from 'sequelize';
 
 export const up = async (queryInterface: QueryInterface) => {
-    // 1. Drop the old dealer_claim_history table if it exists
+    // 1. Drop and recreate the enum type for snapshot_type to ensure all values are included
-    const tables = await queryInterface.showAllTables();
+    // This ensures APPROVE is always present when table is recreated
-    if (tables.includes('dealer_claim_history')) {
+    // Note: Table should be dropped manually before running this migration
-        await queryInterface.dropTable('dealer_claim_history');
-    }
-
-    // 2. Create or update the enum type for snapshot_type
-    // Check if enum exists, if not create it, if yes update it
     try {
         await queryInterface.sequelize.query(`
             DO $$ 
             BEGIN
-                IF NOT EXISTS (SELECT 1 FROM pg_type WHERE typname = 'enum_dealer_claim_history_snapshot_type') THEN
+                -- Drop enum if it exists (cascade will handle any dependencies)
+                IF EXISTS (SELECT 1 FROM pg_type WHERE typname = 'enum_dealer_claim_history_snapshot_type') THEN
+                    DROP TYPE IF EXISTS enum_dealer_claim_history_snapshot_type CASCADE;
+                END IF;
+                
+                -- Create enum with all values including APPROVE
                 CREATE TYPE enum_dealer_claim_history_snapshot_type AS ENUM ('PROPOSAL', 'COMPLETION', 'INTERNAL_ORDER', 'WORKFLOW', 'APPROVE');
-                ELSE
-                    -- Check if APPROVE exists in the enum
-                    IF NOT EXISTS (
-                        SELECT 1 FROM pg_enum 
-                        WHERE enumlabel = 'APPROVE' 
-                        AND enumtypid = (SELECT oid FROM pg_type WHERE typname = 'enum_dealer_claim_history_snapshot_type')
-                    ) THEN
-                        ALTER TYPE enum_dealer_claim_history_snapshot_type ADD VALUE 'APPROVE';
-                    END IF;
-                END IF;
             END $$;
         `);
     } catch (error) {
-        // If enum creation fails, try to continue (might already exist)
+        // If enum creation fails, log error but continue
-        console.warn('Enum creation/update warning:', error);
+        console.error('Enum creation error:', error);
+        throw error;
     }
 
-    // 3. Create new simplified level-based dealer_claim_history table
+    // 2. Create new simplified level-based dealer_claim_history table
     await queryInterface.createTable('dealer_claim_history', {
         history_id: {
             type: DataTypes.UUID,
@@ -131,6 +122,13 @@ export const up = async (queryInterface: QueryInterface) => {
 };
 
 export const down = async (queryInterface: QueryInterface) => {
-    // Drop the new table
+    // Note: Table should be dropped manually
-    await queryInterface.dropTable('dealer_claim_history');
+    // Drop the enum type
+    try {
+        await queryInterface.sequelize.query(`
+            DROP TYPE IF EXISTS enum_dealer_claim_history_snapshot_type CASCADE;
+        `);
+    } catch (error) {
+        console.warn('Enum drop warning:', error);
+    }
 };

src/services/dealerClaim.service.ts

@@ -12,6 +12,7 @@ import { ApprovalLevel } from '../models/ApprovalLevel';
 import { Participant } from '../models/Participant';
 import { User } from '../models/User';
 import { DealerClaimHistory, SnapshotType } from '../models/DealerClaimHistory';
+import { Document } from '../models/Document';
 import { WorkflowService } from './workflow.service';
 import { DealerClaimApprovalService } from './dealerClaimApproval.service';
 import { generateRequestNumber } from '../utils/helpers';
@@ -1296,12 +1297,21 @@ export class DealerClaimService {
           ? proposalData.dealerComments.trim()
           : 'Dealer proposal submitted';
 
-        // Save proposal history BEFORE approving
+        // Perform the approval action FIRST - only save snapshot if action succeeds
+        await this.approvalService.approveLevel(
+          dealerProposalLevel.levelId,
+          { action: 'APPROVE', comments: approvalComment },
+          actualDealerUserId || (request as any).initiatorId || 'system', // Use dealer or initiator ID
+          { ipAddress: null, userAgent: null }
+        );
+
+        // Save proposal history AFTER approval succeeds (this is the only snapshot needed for dealer submission)
         // Use dealer user ID if available, otherwise use initiator ID as fallback
         const historyUserId = actualDealerUserId || (request as any).initiatorId || null;
         if (!historyUserId) {
           logger.warn(`[DealerClaimService] No user ID available for proposal history, skipping history save`);
         } else {
+          try {
             await this.saveProposalHistory(
               requestId,
               dealerProposalLevel.levelId,
@@ -1309,24 +1319,13 @@ export class DealerClaimService {
               `Proposal Submitted: ${approvalComment}`,
               historyUserId
             );
-          
+            // Note: We don't save workflow history here - proposal history is sufficient
-          // Save workflow history - dealer submitting document is also an action
+            // Workflow history will be saved when the level is approved and moves to next level
-          await this.saveWorkflowHistory(
+          } catch (snapshotError) {
-            requestId,
+            // Log error but don't fail the submission - snapshot is for audit, not critical
-            `Dealer submitted proposal document`,
+            logger.error(`[DealerClaimService] Failed to save proposal history snapshot (non-critical):`, snapshotError);
-            historyUserId,
+          }
-            dealerProposalLevel.levelId,
-            dealerProposalLevel.levelNumber,
-            dealerProposalLevel.levelName || undefined
-          );
         }
-        
-        await this.approvalService.approveLevel(
-          dealerProposalLevel.levelId,
-          { action: 'APPROVE', comments: approvalComment },
-          actualDealerUserId || (request as any).initiatorId || 'system', // Use dealer or initiator ID
-          { ipAddress: null, userAgent: null }
-        );
       }
 
       logger.info(`[DealerClaimService] Dealer proposal submitted for request: ${requestId}`);
@@ -1445,12 +1444,21 @@ export class DealerClaimService {
           }
         }
 
+        // Perform the approval action FIRST - only save snapshot if action succeeds
+        await this.approvalService.approveLevel(
+          dealerCompletionLevel.levelId,
+          { action: 'APPROVE', comments: approvalComment },
+          actualDealerUserId || (request as any).initiatorId || 'system',
+          { ipAddress: null, userAgent: null }
+        );
+
+        // Save completion history AFTER approval succeeds (this is the only snapshot needed for dealer completion)
         // Use dealer user ID if available, otherwise use initiator ID as fallback
         const historyUserId = actualDealerUserId || (request as any).initiatorId || null;
         if (!historyUserId) {
           logger.warn(`[DealerClaimService] No user ID available for completion history, skipping history save`);
         } else {
-          // Save completion history BEFORE approving
+          try {
             await this.saveCompletionHistory(
               requestId,
               dealerCompletionLevel.levelId,
@@ -1458,24 +1466,13 @@ export class DealerClaimService {
               `Completion Submitted: ${approvalComment}`,
               historyUserId
             );
-          
+            // Note: We don't save workflow history here - completion history is sufficient
-          // Save workflow history - dealer submitting completion document is also an action
+            // Workflow history will be saved when the level is approved and moves to next level
-          await this.saveWorkflowHistory(
+          } catch (snapshotError) {
-            requestId,
+            // Log error but don't fail the submission - snapshot is for audit, not critical
-            `Dealer submitted completion document`,
+            logger.error(`[DealerClaimService] Failed to save completion history snapshot (non-critical):`, snapshotError);
-            historyUserId,
+          }
-            dealerCompletionLevel.levelId,
-            dealerCompletionLevel.levelNumber,
-            dealerCompletionLevel.levelName || undefined
-          );
         }
-        
-        await this.approvalService.approveLevel(
-          dealerCompletionLevel.levelId,
-          { action: 'APPROVE', comments: approvalComment },
-          actualDealerUserId || (request as any).initiatorId || 'system',
-          { ipAddress: null, userAgent: null }
-        );
       }
 
       logger.info(`[DealerClaimService] Completion documents submitted for request: ${requestId}`);
@@ -1768,9 +1765,9 @@ export class DealerClaimService {
         where: { requestId, levelNumber: 3 }
       });
 
-      if (ioLevel) {
       // Get user ID for history - use organizedBy if it's a UUID, otherwise try to find user
       let ioHistoryUserId: string | null = null;
+      if (ioLevel) {
         if (organizedBy) {
           // Check if organizedBy is a valid UUID
           const uuidRegex = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
@@ -1790,21 +1787,9 @@ export class DealerClaimService {
           const request = await WorkflowRequest.findByPk(requestId);
           ioHistoryUserId = (request as any)?.initiatorId || null;
         }
-        
-        if (ioHistoryUserId) {
-          await this.saveIOHistory(
-            requestId,
-            ioLevel.levelId,
-            ioLevel.levelNumber,
-            `IO Blocked: ₹${finalBlockedAmount.toFixed(2)} blocked in SAP`,
-            ioHistoryUserId
-          );
-        } else {
-          logger.warn(`[DealerClaimService] No user ID available for IO history, skipping history save`);
-        }
       }
 
-      // Update budget tracking with blocked amount
+      // Update budget tracking with blocked amount FIRST
       await ClaimBudgetTracking.upsert({
         requestId,
         ioBlockedAmount: finalBlockedAmount,
@@ -1813,6 +1798,24 @@ export class DealerClaimService {
         currency: 'INR',
       });
 
+      // Save IO history AFTER budget tracking update succeeds (only if ioLevel exists)
+      if (ioLevel && ioHistoryUserId) {
+        try {
+          await this.saveIOHistory(
+            requestId,
+            ioLevel.levelId,
+            ioLevel.levelNumber,
+            `IO Blocked: ₹${finalBlockedAmount.toFixed(2)} blocked in SAP`,
+            ioHistoryUserId
+          );
+        } catch (snapshotError) {
+          // Log error but don't fail the IO blocking - snapshot is for audit, not critical
+          logger.error(`[DealerClaimService] Failed to save IO history snapshot (non-critical):`, snapshotError);
+        }
+      } else if (ioLevel && !ioHistoryUserId) {
+        logger.warn(`[DealerClaimService] No user ID available for IO history, skipping history save`);
+      }
+
       logger.info(`[DealerClaimService] IO blocked for request: ${requestId}`, {
         ioNumber: ioData.ioNumber,
         blockedAmount: finalBlockedAmount,
@@ -2378,6 +2381,16 @@ export class DealerClaimService {
         }
       }
 
+      // Fetch supporting documents
+      const supportingDocs = await Document.findAll({
+        where: {
+          requestId,
+          category: 'SUPPORTING',
+          isDeleted: false
+        },
+        order: [['createdAt', 'DESC']]
+      });
+
       const snapshotData = {
         documentUrl: proposalDetails.proposalDocumentUrl,
         totalBudget: Number(proposalDetails.totalEstimatedBudget || 0),
@@ -2387,6 +2400,13 @@ export class DealerClaimService {
           description: i.itemDescription,
           amount: Number(i.amount || 0),
           order: i.itemOrder
+        })),
+        otherDocuments: supportingDocs.map(doc => ({
+          documentId: doc.documentId,
+          fileName: doc.fileName,
+          originalFileName: doc.originalFileName,
+          storageUrl: doc.storageUrl,
+          uploadedAt: doc.uploadedAt
         }))
       };
 
@@ -2446,6 +2466,16 @@ export class DealerClaimService {
       });
       const nextVersion = lastVersion ? lastVersion.version + 1 : 1;
 
+      // Fetch supporting documents for completion
+      const supportingDocs = await Document.findAll({
+        where: {
+          requestId,
+          category: 'SUPPORTING',
+          isDeleted: false
+        },
+        order: [['createdAt', 'DESC']]
+      });
+
       // Store all completion data in JSONB
       const snapshotData = {
         documentUrl: (completionDetails as any).completionDocumentUrl || null,
@@ -2454,6 +2484,13 @@ export class DealerClaimService {
         expenses: expenses.map(e => ({
           description: e.description,
           amount: Number(e.amount || 0)
+        })),
+        otherDocuments: supportingDocs.map(doc => ({
+          documentId: doc.documentId,
+          fileName: doc.fileName,
+          originalFileName: doc.originalFileName,
+          storageUrl: doc.storageUrl,
+          uploadedAt: doc.uploadedAt
         }))
       };
 
@@ -2582,6 +2619,8 @@ export class DealerClaimService {
         levelName: level.levelName
       };
 
+      // Build changeReason - will be updated later if moving to next level
+      // For now, just include the basic approval/rejection info
       const changeReason = action === 'APPROVE'
         ? `Approved by ${level.approverName || level.approverEmail}`
         : `Rejected by ${level.approverName || level.approverEmail}`;
@@ -2613,15 +2652,26 @@ export class DealerClaimService {
     userId: string,
     approvalLevelId?: string,
     levelNumber?: number,
-    levelName?: string
+    levelName?: string,
+    approvalComment?: string
   ): Promise<void> {
     try {
       const wf = await WorkflowRequest.findByPk(requestId);
       if (!wf) return;
 
-      // Get next version for workflow-level snapshots
+      // Get next version for workflow-level snapshots PER LEVEL
+      // Each level should have its own version numbering starting from 1
+      // Filter by levelName or levelNumber to get versions for this specific level
       const lastVersion = await DealerClaimHistory.findOne({
-        where: {
+        where: levelName ? {
+          requestId,
+          levelName,
+          snapshotType: SnapshotType.WORKFLOW
+        } : levelNumber !== undefined ? {
+          requestId,
+          levelNumber,
+          snapshotType: SnapshotType.WORKFLOW
+        } : {
           requestId,
           snapshotType: SnapshotType.WORKFLOW
         },
@@ -2630,11 +2680,22 @@ export class DealerClaimService {
       const nextVersion = lastVersion ? lastVersion.version + 1 : 1;
 
       // Store workflow data in JSONB
-      const snapshotData = {
+      // Include level information for version tracking and comparison
+      // Include approval comment if provided (for approval actions)
+      const snapshotData: any = {
         status: wf.status,
-        currentLevel: wf.currentLevel
+        currentLevel: wf.currentLevel,
+        // Include level info in snapshotData for completeness and version tracking
+        approvalLevelId: approvalLevelId || undefined,
+        levelNumber: levelNumber || undefined,
+        levelName: levelName || undefined
       };
 
+      // Add approval comment to snapshotData if provided
+      if (approvalComment) {
+        snapshotData.comments = approvalComment;
+      }
+
       await DealerClaimHistory.create({
         requestId,
         approvalLevelId: approvalLevelId || undefined,
@@ -3013,15 +3074,6 @@ export class DealerClaimService {
           where: { requestId, levelNumber: wf.currentLevel || 1 }
         });
 
-        await this.saveWorkflowHistory(
-          requestId, 
-          changeReason, 
-          userId,
-          currentLevel?.levelId || undefined,
-          currentLevel?.levelNumber || wf.currentLevel || undefined,
-          currentLevel?.levelName || undefined
-        );
-        
         await wf.update({
           status: WorkflowStatus.CLOSED,
           closureDate: now
@@ -3059,13 +3111,14 @@ export class DealerClaimService {
 
         const deptLeadLevelNumber = deptLeadLevel.levelNumber;
 
-        // Move back to Department Lead Approval level
+        // Move back to Department Lead Approval level FIRST
         await wf.update({
           status: WorkflowStatus.PENDING,
           currentLevel: deptLeadLevelNumber
         });
 
-        // Capture workflow snapshot AFTER moving to department lead level
+        // Capture workflow snapshot AFTER workflow update succeeds
+        try {
           await this.saveWorkflowHistory(
             requestId,
             `Reopened and moved to Department Lead level (${deptLeadLevelNumber}) - ${changeReason}`,
@@ -3074,6 +3127,10 @@ export class DealerClaimService {
             deptLeadLevelNumber,
             deptLeadLevel.levelName || undefined
           );
+        } catch (snapshotError) {
+          // Log error but don't fail the reopen - snapshot is for audit, not critical
+          logger.error(`[DealerClaimService] Failed to save workflow history snapshot (non-critical):`, snapshotError);
+        }
 
         // Reset the found level status to IN_PROGRESS so Dept Lead can approve again
         await deptLeadLevel.update({
@@ -3123,15 +3180,8 @@ export class DealerClaimService {
           return name.includes('dealer proposal') || l.levelNumber === 1;
         });
 
-        // Save workflow history with dealer level information
+        // Note: DISCUSS action doesn't change workflow state, so no snapshot needed
-        await this.saveWorkflowHistory(
+        // The action is logged in activity log only
-          requestId, 
-          changeReason, 
-          userId,
-          dealerLevelDiscuss?.levelId || undefined,
-          dealerLevelDiscuss?.levelNumber || undefined,
-          dealerLevelDiscuss?.levelName || undefined
-        );
 
         await activityService.log({
           requestId,
@@ -3184,13 +3234,14 @@ export class DealerClaimService {
           throw new Error('No previous level found to revise to');
         }
 
-        // Move back to previous level
+        // Move back to previous level FIRST
         await wf.update({
           status: WorkflowStatus.PENDING,
           currentLevel: previousLevel.levelNumber
         });
 
-        // Capture workflow snapshot when moving back to previous level
+        // Capture workflow snapshot AFTER workflow update succeeds
+        try {
           await this.saveWorkflowHistory(
             requestId,
             `Moved back to previous level (${previousLevel.levelNumber}) - ${changeReason}`,
@@ -3199,6 +3250,10 @@ export class DealerClaimService {
             previousLevel.levelNumber,
             previousLevel.levelName || undefined
           );
+        } catch (snapshotError) {
+          // Log error but don't fail the revise - snapshot is for audit, not critical
+          logger.error(`[DealerClaimService] Failed to save workflow history snapshot (non-critical):`, snapshotError);
+        }
 
         // Reset current level to PENDING
         await currentLevel.update({
@@ -3273,7 +3328,19 @@ export class DealerClaimService {
         }
       ]
     });
-    return history;
+
+    // Map to plain objects and sort otherDocuments in snapshots
+    return history.map(item => {
+      const plain = item.get({ plain: true });
+      if (plain.snapshotData && plain.snapshotData.otherDocuments && Array.isArray(plain.snapshotData.otherDocuments)) {
+        plain.snapshotData.otherDocuments.sort((a: any, b: any) => {
+          const dateA = a.uploadedAt ? new Date(a.uploadedAt).getTime() : 0;
+          const dateB = b.uploadedAt ? new Date(b.uploadedAt).getTime() : 0;
+          return dateB - dateA;
+        });
+      }
+      return plain;
+    });
   }
 }
 

src/services/dealerClaimApproval.service.ts

@@ -106,44 +106,49 @@ export class DealerClaimApprovalService {
         return await this.handleRejection(level, action, userId, requestMetadata, elapsedHours, tatPercentage, now);
       }
 
-      // Save approval history BEFORE updating level
+      logger.info(`[DealerClaimApproval] Approving level ${levelId} with action:`, JSON.stringify(action));
-      await this.getDealerClaimService().saveApprovalHistory(
-        level.requestId,
-        level.levelId,
-        level.levelNumber,
-        'APPROVE',
-        action.comments || '',
-        undefined,
-        userId
-      );
 
-      // Capture workflow snapshot for approval action (before moving to next level)
+      // Robust comment extraction
-      // This captures the approval action itself, including initiator evaluation
+      const approvalComment = action.comments || (action as any).comment || '';
-      const levelName = (level.levelName || '').toLowerCase();
-      const isInitiatorEvaluation = levelName.includes('requestor') || levelName.includes('evaluation');
-      const approvalMessage = isInitiatorEvaluation 
-        ? `Initiator evaluated and approved (level ${level.levelNumber})`
-        : `Approved level ${level.levelNumber}`;
 
-      await this.getDealerClaimService().saveWorkflowHistory(
+      // Update level status and elapsed time for approval FIRST
-        level.requestId,
+      // Only save snapshot if the update succeeds
-        approvalMessage,
-        userId,
-        level.levelId,
-        level.levelNumber,
-        level.levelName || undefined
-      );
-
-      // Update level status and elapsed time for approval
       await level.update({
         status: ApprovalStatus.APPROVED,
         actionDate: now,
         levelEndTime: now,
         elapsedHours: elapsedHours,
         tatPercentageUsed: tatPercentage,
-        comments: action.comments || undefined
+        comments: approvalComment || undefined
       });
 
+      // Check if this is a dealer submission (proposal or completion) - these have their own snapshot types
+      const levelName = (level.levelName || '').toLowerCase();
+      const isDealerSubmission = levelName.includes('dealer proposal') || levelName.includes('dealer completion');
+
+      // Only save APPROVE snapshot for actual approver actions (not dealer submissions)
+      // Dealer submissions use PROPOSAL/COMPLETION snapshot types instead
+      if (!isDealerSubmission) {
+        try {
+          await this.getDealerClaimService().saveApprovalHistory(
+            level.requestId,
+            level.levelId,
+            level.levelNumber,
+            'APPROVE',
+            approvalComment,
+            undefined,
+            userId
+          );
+        } catch (snapshotError) {
+          // Log error but don't fail the approval - snapshot is for audit, not critical
+          logger.error(`[DealerClaimApproval] Failed to save approval history snapshot (non-critical):`, snapshotError);
+        }
+      }
+
+      // Note: We don't save workflow history for approval actions
+      // The approval history (saveApprovalHistory) is sufficient and includes comments
+      // Workflow movement information is included in the APPROVE snapshot's changeReason
+
       // Check if this is the final approver
       const allLevels = await ApprovalLevel.findAll({
         where: { requestId: level.requestId }
@@ -275,16 +280,37 @@ export class DealerClaimApprovalService {
               { where: { requestId: level.requestId } }
             );
 
-            // Capture workflow snapshot when moving to next level
+            // Update the APPROVE snapshot's changeReason to include movement information
-            // Include both the approved level and the next level in the message
+            // This ensures the approval snapshot shows both the approval and the movement
-            await this.getDealerClaimService().saveWorkflowHistory(
+            // We don't create a separate WORKFLOW snapshot for approvals - only APPROVE snapshot
-              level.requestId,
+            try {
-              `Level ${level.levelNumber} approved, moved to next level (${nextLevelNumber})`,
+              const { DealerClaimHistory } = await import('@models/DealerClaimHistory');
-              userId,
+              const { SnapshotType } = await import('@models/DealerClaimHistory');
-              nextLevel?.levelId || undefined, // Store next level's ID since we're moving to it
+
-              nextLevelNumber || undefined,
+              const approvalHistory = await DealerClaimHistory.findOne({
-              (nextLevel as any)?.levelName || undefined
+                where: {
-            );
+                  requestId: level.requestId,
+                  approvalLevelId: level.levelId,
+                  snapshotType: SnapshotType.APPROVE
+                },
+                order: [['createdAt', 'DESC']]
+              });
+
+              if (approvalHistory) {
+                // Use the robust approvalComment from outer scope
+                const updatedChangeReason = approvalComment
+                  ? `Approved by ${level.approverName || level.approverEmail}, moved to next level (${nextLevelNumber}). Comment: ${approvalComment}`
+                  : `Approved by ${level.approverName || level.approverEmail}, moved to next level (${nextLevelNumber})`;
+
+                await approvalHistory.update({
+                  changeReason: updatedChangeReason
+                });
+              }
+            } catch (updateError) {
+              // Log error but don't fail - this is just updating the changeReason for better display
+              logger.warn(`[DealerClaimApproval] Failed to update approval history changeReason (non-critical):`, updateError);
+            }
+
             logger.info(`[DealerClaimApproval] Approved level ${level.levelNumber}. Activated next level ${nextLevelNumber} for workflow ${level.requestId}`);
           }
 
@@ -641,13 +667,8 @@ export class DealerClaimApprovalService {
 
     // Check if this is the Department Lead approval step (Step 3)
     // Robust check: check level name for variations and level number as fallback
-    const levelName = (level.levelName || '').toLowerCase();
+    // Default rejection logic: Return to immediately previous approval step
-    const isDeptLeadResult =
+    logger.info(`[DealerClaimApproval] Rejection for request ${level.requestId} by level ${level.levelNumber}. Finding previous step to return to.`);
-      levelName.includes('department lead') ||
-      levelName.includes('dept lead');
-
-    if (isDeptLeadResult) {
-      logger.info(`[DealerClaimApproval] Department Lead rejected request ${level.requestId}. Circling back to initiator.`);
 
     // Save approval history (rejection) BEFORE updating level
     await this.getDealerClaimService().saveApprovalHistory(
@@ -660,115 +681,46 @@ export class DealerClaimApprovalService {
       userId
     );
 
-      // Update level status to REJECTED (but signifies a return at this level)
+    // Find all levels to determine previous step
+    const allLevels = await ApprovalLevel.findAll({
+      where: { requestId: level.requestId },
+      order: [['levelNumber', 'ASC']]
+    });
+
+    // Find the immediately previous approval level
+    const currentLevelNumber = level.levelNumber || 0;
+    const previousLevels = allLevels.filter(l => l.levelNumber < currentLevelNumber && l.levelNumber > 0);
+    const previousLevel = previousLevels[previousLevels.length - 1];
+
+    // Update level status - if returning to previous step, set this level to PENDING (reset)
+    // If no previous step (terminal rejection), set to REJECTED
+    const newStatus = previousLevel ? ApprovalStatus.PENDING : ApprovalStatus.REJECTED;
+
     await level.update({
-        status: ApprovalStatus.REJECTED,
+      status: newStatus,
-        actionDate: rejectionNow,
+      // If resetting to PENDING, clear action details so it can be acted upon again later
-        levelEndTime: rejectionNow,
+      actionDate: previousLevel ? null : rejectionNow,
-        elapsedHours: elapsedHours || 0,
+      levelEndTime: previousLevel ? null : rejectionNow,
-        tatPercentageUsed: tatPercentage || 0,
+      elapsedHours: previousLevel ? 0 : (elapsedHours || 0),
-        comments: action.comments || action.rejectionReason || undefined
+      tatPercentageUsed: previousLevel ? 0 : (tatPercentage || 0),
-      });
+      comments: previousLevel ? null : (action.comments || action.rejectionReason || undefined)
+    } as any);
 
-      // Create or activate initiator action level
+    // If no previous level found (this is the first step), close the workflow
-      const initiatorLevel = await this.getDealerClaimService().createOrActivateInitiatorLevel(
+    if (!previousLevel) {
-        level.requestId,
+      logger.info(`[DealerClaimApproval] No previous level found. This is the first step. Closing workflow.`);
-        (wf as any).initiatorId
-      );
 
-      // Update workflow status to REJECTED but DO NOT set closureDate
+      // Capture workflow snapshot for terminal rejection
-      // Set currentLevel to initiator level if created
-      const newCurrentLevel = initiatorLevel ? initiatorLevel.levelNumber : wf.currentLevel;
-      await WorkflowRequest.update(
-        {
-          status: WorkflowStatus.REJECTED,
-          currentLevel: newCurrentLevel
-        },
-        { where: { requestId: level.requestId } }
-      );
-
-      // Capture workflow snapshot when moving back to initiator
-      // Include the rejected level information in the message
       await this.getDealerClaimService().saveWorkflowHistory(
         level.requestId,
-        `Department Lead rejected (level ${level.levelNumber}) and moved back to initiator (level ${newCurrentLevel})`,
+        `Level ${level.levelNumber} rejected (terminal rejection - no previous step)`,
-        userId,
-        level.levelId, // Store the rejected level's ID
-        level.levelNumber, // Store the rejected level's number
-        level.levelName || undefined // Store the rejected level's name
-      );
-
-      // Log activity
-      activityService.log({
-        requestId: level.requestId,
-        type: 'rejection',
-        user: { userId: level.approverId, name: level.approverName },
-        timestamp: rejectionNow.toISOString(),
-        action: 'Returned to Initiator',
-        details: `Request returned to initiator by ${level.approverName || level.approverEmail}. Reason: ${action.rejectionReason || action.comments || 'No reason provided'}`,
-        ipAddress: requestMetadata?.ipAddress || undefined,
-        userAgent: requestMetadata?.userAgent || undefined
-      });
-
-      // Notify ONLY the initiator
-      await notificationService.sendToUsers([(wf as any).initiatorId], {
-        title: `Action Required: Request Returned - ${(wf as any).requestNumber}`,
-        body: `Your request "${(wf as any).title}" has been returned to you by the Department Lead for revision/discussion. Reason: ${action.rejectionReason || action.comments || 'No reason provided'}`,
-        requestNumber: (wf as any).requestNumber,
-        requestId: level.requestId,
-        url: `/request/${(wf as any).requestNumber}`,
-        type: 'rejection',
-        priority: 'HIGH',
-        actionRequired: true
-      });
-
-      // Emit real-time update
-      emitToRequestRoom(level.requestId, 'request:updated', {
-        requestId: level.requestId,
-        requestNumber: (wf as any)?.requestNumber,
-        action: 'RETURN',
-        levelNumber: level.levelNumber,
-        timestamp: rejectionNow.toISOString()
-      });
-
-      return level;
-    }
-
-    // Default terminal rejection logic for other steps
-    logger.info(`[DealerClaimApproval] Standard rejection for request ${level.requestId} by level ${level.levelNumber}`);
-
-    // Save approval history (rejection) BEFORE updating level
-    await this.getDealerClaimService().saveApprovalHistory(
-      level.requestId,
-      level.levelId,
-      level.levelNumber,
-      'REJECT',
-      action.comments || '',
-      action.rejectionReason || undefined,
-      userId
-    );
-
-    // Capture workflow snapshot for terminal rejection action
-    await this.getDealerClaimService().saveWorkflowHistory(
-      level.requestId,
-      `Level ${level.levelNumber} rejected (terminal rejection)`,
         userId,
         level.levelId,
         level.levelNumber,
         level.levelName || undefined
       );
 
-    // Update level status
+      // Close workflow FIRST
-    await level.update({
-      status: ApprovalStatus.REJECTED,
-      actionDate: rejectionNow,
-      levelEndTime: rejectionNow,
-      elapsedHours: elapsedHours || 0,
-      tatPercentageUsed: tatPercentage || 0,
-      comments: action.comments || action.rejectionReason || undefined
-    });
-
-    // Close workflow
       await WorkflowRequest.update(
         {
           status: WorkflowStatus.REJECTED,
@@ -777,19 +729,34 @@ export class DealerClaimApprovalService {
         { where: { requestId: level.requestId } }
       );
 
-    // Log rejection activity
+      // Capture workflow snapshot AFTER workflow is closed successfully
+      try {
+        await this.getDealerClaimService().saveWorkflowHistory(
+          level.requestId,
+          `Level ${level.levelNumber} rejected (terminal rejection - no previous step)`,
+          userId,
+          level.levelId,
+          level.levelNumber,
+          level.levelName || undefined
+        );
+      } catch (snapshotError) {
+        // Log error but don't fail the rejection - snapshot is for audit, not critical
+        logger.error(`[DealerClaimApproval] Failed to save workflow history snapshot (non-critical):`, snapshotError);
+      }
+
+      // Log rejection activity (terminal rejection)
       activityService.log({
         requestId: level.requestId,
         type: 'rejection',
         user: { userId: level.approverId, name: level.approverName },
-      timestamp: new Date().toISOString(),
+        timestamp: rejectionNow.toISOString(),
         action: 'Rejected',
         details: `Request rejected by ${level.approverName || level.approverEmail}. Reason: ${action.rejectionReason || action.comments || 'No reason provided'}`,
         ipAddress: requestMetadata?.ipAddress || undefined,
         userAgent: requestMetadata?.userAgent || undefined
       });
 
-    // Notify initiator and participants
+      // Notify initiator and participants (workflow is closed)
       const participants = await import('@models/Participant').then(m => m.Participant.findAll({
         where: { requestId: level.requestId, isActive: true }
       }));
@@ -812,6 +779,72 @@ export class DealerClaimApprovalService {
         type: 'rejection',
         priority: 'HIGH'
       });
+    } else {
+      // Return to previous step
+      logger.info(`[DealerClaimApproval] Returning to previous level ${previousLevel.levelNumber} (${previousLevel.levelName || 'unnamed'})`);
+
+      // Reset previous level to IN_PROGRESS so it can be acted upon again
+      await previousLevel.update({
+        status: ApprovalStatus.IN_PROGRESS,
+        levelStartTime: rejectionNow,
+        tatStartTime: rejectionNow,
+        actionDate: undefined,
+        levelEndTime: undefined,
+        comments: undefined,
+        elapsedHours: 0,
+        tatPercentageUsed: 0
+      });
+
+      // Update workflow status to IN_PROGRESS (remains active for rework)
+      // Set currentLevel to previous level
+      await WorkflowRequest.update(
+        {
+          status: WorkflowStatus.PENDING,
+          currentLevel: previousLevel.levelNumber
+        },
+        { where: { requestId: level.requestId } }
+      );
+
+
+
+      // Log rejection activity (returned to previous step)
+      activityService.log({
+        requestId: level.requestId,
+        type: 'rejection',
+        user: { userId: level.approverId, name: level.approverName },
+        timestamp: rejectionNow.toISOString(),
+        action: 'Returned to Previous Step',
+        details: `Request rejected by ${level.approverName || level.approverEmail} and returned to level ${previousLevel.levelNumber}. Reason: ${action.rejectionReason || action.comments || 'No reason provided'}`,
+        ipAddress: requestMetadata?.ipAddress || undefined,
+        userAgent: requestMetadata?.userAgent || undefined
+      });
+
+      // Notify the approver of the previous level
+      if (previousLevel.approverId) {
+        await notificationService.sendToUsers([previousLevel.approverId], {
+          title: `Request Returned: ${(wf as any).requestNumber}`,
+          body: `Request "${(wf as any).title}" has been returned to your level for revision. Reason: ${action.rejectionReason || action.comments || 'No reason provided'}`,
+          requestNumber: (wf as any).requestNumber,
+          requestId: level.requestId,
+          url: `/request/${(wf as any).requestNumber}`,
+          type: 'assignment',
+          priority: 'HIGH',
+          actionRequired: true
+        });
+      }
+
+      // Notify initiator when request is returned (not closed)
+      await notificationService.sendToUsers([(wf as any).initiatorId], {
+        title: `Request Returned: ${(wf as any).requestNumber}`,
+        body: `Request "${(wf as any).title}" has been returned to level ${previousLevel.levelNumber} for revision. Reason: ${action.rejectionReason || action.comments || 'No reason provided'}`,
+        requestNumber: (wf as any).requestNumber,
+        requestId: level.requestId,
+        url: `/request/${(wf as any).requestNumber}`,
+        type: 'rejection',
+        priority: 'HIGH',
+        actionRequired: true
+      });
+    }
 
     // Emit real-time update to all users viewing this request
     emitToRequestRoom(level.requestId, 'request:updated', {

src/services/notification.service.ts

@@ -206,7 +206,7 @@ class NotificationService {
               try {
                 const rows = await Subscription.findAll({ where: { userId } });
                 subs = rows.map((r: any) => ({ endpoint: r.endpoint, keys: { p256dh: r.p256dh, auth: r.auth } }));
-              } catch {}
+              } catch { }
             }
 
             if (subs.length > 0) {
@@ -431,8 +431,15 @@ class NotificationService {
             order: [['levelNumber', 'ASC']]
           });
 
-          // Find the level that matches this approver
+          // Find the level that matches this approver - PRIORITIZE PENDING LEVEL
-          const matchingLevel = allLevels.find((l: any) => l.approverId === userId);
+          // This ensures that if a user has multiple steps (e.g., Step 1 and Step 2), 
+          // we pick the one that actually needs action (Step 2) rather than the first one (Step 1)
+          let matchingLevel = allLevels.find((l: any) => l.approverId === userId && l.status === 'PENDING');
+
+          // Fallback to any level if no pending level found (though for assignment there should be one)
+          if (!matchingLevel) {
+            matchingLevel = allLevels.find((l: any) => l.approverId === userId);
+          }
 
           // Always reload from DB to ensure we have fresh levelName
           const currentLevel = matchingLevel