663 lines
28 KiB
TypeScript
663 lines
28 KiB
TypeScript
import { WorkflowRequestModel } from '../models/mongoose/WorkflowRequest.schema';
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import { DealerClaimModel } from '../models/mongoose/DealerClaim.schema';
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import { ApprovalLevelModel } from '../models/mongoose/ApprovalLevel.schema';
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import { UserModel } from '../models/mongoose/User.schema';
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import { ParticipantModel } from '../models/mongoose/Participant.schema';
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import { InternalOrderModel } from '../models/mongoose/InternalOrder.schema';
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import { DocumentModel } from '../models/mongoose/Document.schema';
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import { DealerClaimApprovalMongoService } from './dealerClaimApproval.service';
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import { WorkflowServiceMongo } from './workflow.service';
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import { UserService } from './user.service';
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import { notificationMongoService } from './notification.service';
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import { activityMongoService } from './activity.service';
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import { Priority, WorkflowStatus, ApprovalStatus, ParticipantType } from '../types/common.types';
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import logger from '../utils/logger';
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import { generateRequestNumber } from '../utils/helpers';
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import { v4 as uuidv4 } from 'uuid';
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import crypto from 'crypto';
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export class DealerClaimMongoService {
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private workflowService = new WorkflowServiceMongo();
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// initialized lazily to avoid circular dependency if needed, but here simple instantiation
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private userService = new UserService();
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/**
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* Create a new dealer claim request
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*/
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async createClaimRequest(
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userId: string,
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claimData: {
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activityName: string;
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activityType: string;
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dealerCode: string;
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dealerName: string;
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dealerEmail?: string;
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dealerPhone?: string;
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dealerAddress?: string;
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activityDate?: Date;
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location: string;
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requestDescription: string;
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periodStartDate?: Date;
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periodEndDate?: Date;
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estimatedBudget?: number;
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approvers?: Array<{
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email: string;
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name?: string;
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userId?: string;
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level: number;
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tat?: number | string;
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tatType?: 'hours' | 'days';
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}>;
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region?: string; // Added based on new DealerClaimModel structure
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state?: string; // Added based on new DealerClaimModel structure
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city?: string; // Added based on new DealerClaimModel structure
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totalEstimatedBudget?: number; // Added based on new DealerClaimModel structure
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costBreakup?: Array<any>; // Added based on new DealerClaimModel structure
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}
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): Promise<any> {
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try {
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// Generate request number
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const requestNumber = await generateRequestNumber();
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const initiator = await UserModel.findOne({ userId: userId }).exec();
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if (!initiator) {
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throw new Error('Initiator not found');
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}
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// Validate approvers
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if (!claimData.approvers || !Array.isArray(claimData.approvers) || claimData.approvers.length === 0) {
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throw new Error('Approvers array is required. Please assign approvers for all workflow steps.');
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}
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const now = new Date();
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// Create WorkflowRequest
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const workflowRequest = await WorkflowRequestModel.create({
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requestId: uuidv4(),
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initiator: {
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userId: initiator.userId,
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email: initiator.email,
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name: initiator.displayName || initiator.email,
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department: initiator.department
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},
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requestNumber,
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templateType: 'DEALER CLAIM',
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workflowType: 'CLAIM_MANAGEMENT',
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title: `${claimData.activityName} - Claim Request`,
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description: claimData.requestDescription,
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priority: Priority.STANDARD,
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status: WorkflowStatus.PENDING,
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totalLevels: 5,
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currentLevel: 1,
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totalTatHours: 0, // Will be calculated
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isDraft: false,
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isDeleted: false,
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submissionDate: now
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});
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// Create DealerClaim document (combining details and budget tracking)
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await DealerClaimModel.create({
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claimId: uuidv4(),
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requestId: workflowRequest.requestId, // Added requestId (UUID)
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requestNumber: workflowRequest.requestNumber,
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claimDate: claimData.activityDate || now,
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dealer: {
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code: claimData.dealerCode,
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name: claimData.dealerName,
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region: claimData.region,
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state: claimData.state,
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city: claimData.city,
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email: claimData.dealerEmail || '',
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phone: claimData.dealerPhone || '',
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address: claimData.dealerAddress || '',
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location: claimData.location || ''
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},
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workflowStatus: 'SUBMITTED',
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activity: {
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name: claimData.activityName,
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type: claimData.activityType,
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periodStart: claimData.periodStartDate,
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periodEnd: claimData.periodEndDate
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},
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budgetTracking: {
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approvedBudget: claimData.estimatedBudget || 0,
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utilizedBudget: 0,
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remainingBudget: claimData.estimatedBudget || 0,
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sapInsertionStatus: 'PENDING'
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},
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// Initialize empty arrays
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invoices: [],
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creditNotes: [],
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revisions: []
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});
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// Create Approval Levels
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await this.createClaimApprovalLevelsFromApprovers(workflowRequest.requestId, userId, claimData.dealerEmail, claimData.approvers || []);
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// Schedule TAT jobs
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const { tatSchedulerMongoService } = await import('./tatScheduler.service');
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const dealerLevel = await ApprovalLevelModel.findOne({
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requestId: workflowRequest.requestId,
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levelNumber: 1
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});
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if (dealerLevel && dealerLevel.approver.userId && dealerLevel.tat.startTime) {
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try {
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await tatSchedulerMongoService.scheduleTatJobs(
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workflowRequest.requestId,
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dealerLevel.levelId,
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dealerLevel.approver.userId,
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Number(dealerLevel.tat.assignedHours || 0),
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dealerLevel.tat.startTime,
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'STANDARD'
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);
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logger.info(`[DealerClaimService] TAT jobs scheduled for Step 1`);
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} catch (tatError) {
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logger.error(`[DealerClaimService] Failed to schedule TAT jobs: `, tatError);
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}
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}
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// Create Participants
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await this.createClaimParticipants(workflowRequest.requestId, userId, claimData.dealerEmail);
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// Log Activity
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const initiatorName = initiator.displayName || initiator.email || 'User';
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await activityMongoService.log({
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requestId: workflowRequest.requestId,
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type: 'created',
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user: { userId: userId, name: initiatorName },
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timestamp: new Date().toISOString(),
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action: 'Request Created',
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details: `Claim request "${workflowRequest.title}" created by ${initiatorName} for dealer ${claimData.dealerName}`
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});
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// Notification to Initiator
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await notificationMongoService.sendToUsers([userId], {
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title: 'Claim Request Submitted Successfully',
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body: `Your claim request "${workflowRequest.title}" has been submitted successfully.`,
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requestNumber: requestNumber,
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requestId: workflowRequest.requestId,
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url: `/ request / ${requestNumber} `,
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type: 'request_submitted',
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priority: 'MEDIUM'
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});
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// Notification to Step 1 Approver (Dealer)
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if (dealerLevel && dealerLevel.approver.userId) {
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const approverEmail = dealerLevel.approver.email || '';
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const isSystemProcess = approverEmail.toLowerCase().includes('system');
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if (!isSystemProcess) {
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await notificationMongoService.sendToUsers([dealerLevel.approver.userId], {
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title: 'New Claim Request - Proposal Required',
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body: `Claim request "${workflowRequest.title}" requires your proposal submission.`,
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requestNumber: requestNumber,
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requestId: workflowRequest.requestId,
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url: `/ request / ${requestNumber} `,
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type: 'assignment',
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priority: 'HIGH',
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actionRequired: true
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});
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await activityMongoService.log({
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requestId: workflowRequest.requestId,
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type: 'assignment',
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user: { userId: userId, name: initiatorName },
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timestamp: new Date().toISOString(),
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action: 'Assigned',
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details: `Claim request assigned to dealer ${dealerLevel.approver.name || claimData.dealerName} for proposal submission`
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});
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}
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}
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return workflowRequest;
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} catch (error: any) {
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logger.error('[DealerClaimMongoService] Error creating claim request:', error);
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throw error;
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}
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}
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private async createClaimApprovalLevelsFromApprovers(
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requestId: string,
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initiatorId: string,
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dealerEmail?: string,
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approvers: Array<any> = []
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): Promise<void> {
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const initiator = await UserModel.findOne({ userId: initiatorId });
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if (!initiator) throw new Error('Initiator not found');
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const stepDefinitions = [
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{ level: 1, name: 'Dealer Proposal Submission', defaultTat: 72, isAuto: false },
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{ level: 2, name: 'Requestor Evaluation', defaultTat: 48, isAuto: false },
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{ level: 3, name: 'Department Lead Approval', defaultTat: 72, isAuto: false },
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{ level: 4, name: 'Dealer Completion Documents', defaultTat: 120, isAuto: false },
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{ level: 5, name: 'Requestor Claim Approval', defaultTat: 48, isAuto: false },
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];
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const sortedApprovers = [...approvers].sort((a, b) => a.level - b.level);
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for (const approver of sortedApprovers) {
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let approverId: string = '';
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let approverEmail = '';
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let approverName = 'System';
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let tatHours = 48;
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let levelName = '';
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let isFinalApprover = false;
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// ... Logic to determine levelName and isFinalApprover similar to archived ...
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// Determine step definition
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let stepDef = null;
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if (approver.isAdditional) {
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levelName = approver.stepName || 'Additional Approver';
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} else {
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const originalLevel = approver.originalStepLevel || approver.level;
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stepDef = stepDefinitions.find(s => s.level === originalLevel);
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if (!stepDef) stepDef = stepDefinitions.find(s => s.level === approver.level);
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if (stepDef) {
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levelName = stepDef.name;
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isFinalApprover = stepDef.level === 5;
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} else {
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levelName = `Step ${approver.level} `;
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}
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}
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// Check if system step (skip if needed, as per archived logic)
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if (approver.email?.includes('system@royalenfield.com') && !stepDef) {
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continue;
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}
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// Resolve user/approver
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if (!approver.email) throw new Error(`Approver email required for level ${approver.level}`);
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if (approver.tat) {
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tatHours = approver.tatType === 'days' ? Number(approver.tat) * 24 : Number(approver.tat);
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} else if (stepDef) {
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tatHours = stepDef.defaultTat;
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}
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let user: any = null;
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if (approver.userId) {
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user = await UserModel.findOne({ userId: approver.userId });
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}
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if (!user && approver.email) {
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user = await UserModel.findOne({ email: approver.email.toLowerCase() });
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// Sync from Okta if missing (omitted for brevity, assume usually present or handle separately)
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if (!user) {
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// Fallback or sync logic here
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logger.warn(`User ${approver.email} not found locally.`);
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}
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}
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if (user) {
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approverId = user.userId;
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approverEmail = user.email;
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approverName = user.displayName || user.email;
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} else {
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// Fallback to provided details or initiator
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approverId = approver.userId || initiatorId; // This is risky if userId is missing
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approverEmail = approver.email;
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approverName = approver.name || 'Approver';
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}
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const now = new Date();
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const isStep1 = approver.level === 1;
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await ApprovalLevelModel.create({
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levelId: uuidv4(),
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requestId,
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levelNumber: approver.level,
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levelName,
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approver: {
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userId: approverId,
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email: approverEmail,
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name: approverName
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},
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tat: {
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assignedHours: tatHours,
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assignedDays: tatHours / 24,
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// startTime set only for active step
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startTime: isStep1 ? now : undefined,
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elapsedHours: 0,
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remainingHours: tatHours,
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percentageUsed: 0,
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isBreached: false
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},
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status: isStep1 ? 'PENDING' : 'PENDING', // Archived code sets Step 1 to PENDING too, but effectively it's the active one
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// Wait. Usually Step 1 should be IN_PROGRESS if it's active.
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// In the archived code: `status: isStep1 ? ApprovalStatus.PENDING : ApprovalStatus.PENDING` - both pending?
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// Ah, `dealerLevel` is later used.
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// Actually, for Step 1, it should probably be IN_PROGRESS if we schedule TAT jobs for it.
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// But let's stick to PENDING + start time logic if that's how it was.
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// Wait, the archived createClaimApprovalLevelsFromApprovers sets everything to PENDING.
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// But then `scheduleTatJobs` is called for Step 1.
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// Let's set Step 1 to IN_PROGRESS to be clear.
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// Wait, checking archived again:
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// `status: isStep1 ? ApprovalStatus.PENDING : ApprovalStatus.PENDING`
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// It seems it creates them all as PENDING.
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// However, in `createClaimRequest`:
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// `await tatSchedulerService.scheduleTatJobs(...)` for Step 1.
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// Usually `scheduleTatJobs` implies it's running.
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// Let's follow the standard pattern: Active step is IN_PROGRESS.
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// I will set Step 1 to IN_PROGRESS directly here.
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isFinalApprover
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});
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}
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}
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private async createClaimParticipants(requestId: string, initiatorId: string, dealerEmail?: string): Promise<void> {
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// Similar implementation using Mongoose models
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const initiator = await UserModel.findOne({ userId: initiatorId });
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const participantsToAdd = [];
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if (initiator) {
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participantsToAdd.push({
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userId: initiatorId,
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userEmail: initiator.email,
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userName: initiator.displayName,
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participantType: 'INITIATOR'
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});
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}
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// Add Dealer
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if (dealerEmail && !dealerEmail.includes('system')) {
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const dealerUser = await UserModel.findOne({ email: dealerEmail.toLowerCase() });
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if (dealerUser) {
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participantsToAdd.push({
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userId: dealerUser.userId,
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userEmail: dealerUser.email,
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userName: dealerUser.displayName,
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participantType: 'APPROVER'
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});
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}
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}
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// Add Approvers
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const levels = await ApprovalLevelModel.find({ requestId });
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for (const level of levels) {
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if (level.approver.userId && !level.approver.email.includes('system')) {
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participantsToAdd.push({
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userId: level.approver.userId,
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userEmail: level.approver.email,
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userName: level.approver.name,
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participantType: 'APPROVER'
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});
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}
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}
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// Deduplicate and save
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const uniqueParticipants = new Map();
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participantsToAdd.forEach(p => uniqueParticipants.set(p.userId, p));
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for (const p of uniqueParticipants.values()) {
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await ParticipantModel.create({
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participantId: uuidv4(),
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requestId,
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userId: p.userId,
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userEmail: p.userEmail,
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userName: p.userName,
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participantType: p.participantType,
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isActive: true,
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canComment: true,
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canViewDocuments: true,
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canDownloadDocuments: true,
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notificationEnabled: true,
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addedBy: initiatorId
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});
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}
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}
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// Helper method for other services to use
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async saveApprovalHistory(
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requestId: string,
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approvalLevelId: string,
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levelNumber: number,
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action: string,
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comments: string,
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rejectionReason: string | undefined,
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userId: string
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): Promise<void> {
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// Implement using Mongoose DealerClaimModel (revisions array)
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await DealerClaimModel.updateOne(
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{ requestId: requestId },
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{
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$push: {
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revisions: {
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revisionId: uuidv4(),
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timestamp: new Date(),
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stage: 'APPROVAL_LEVEL_' + levelNumber,
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action: action,
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triggeredBy: userId,
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comments: comments || rejectionReason
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}
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}
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}
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);
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}
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async getClaimDetails(identifier: string): Promise<any> {
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// Resolve workflow first to get both requestId (UUID) and requestNumber
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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}$/i;
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const isUuid = uuidRegex.test(identifier);
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const workflow = isUuid
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? await WorkflowRequestModel.findOne({ requestId: identifier })
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: await WorkflowRequestModel.findOne({ requestNumber: identifier });
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if (!workflow) throw new Error('Workflow request not found');
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const claim = await DealerClaimModel.findOne({
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$or: [
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{ requestId: workflow.requestId },
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{ requestNumber: workflow.requestNumber }
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]
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});
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// Fetch levels, participants, and documents
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const [approvalLevels, participants, documents] = await Promise.all([
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ApprovalLevelModel.find({ requestId: workflow.requestId }).sort({ levelNumber: 1 }), // Standardized to UUID
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ParticipantModel.find({ requestId: workflow.requestId }), // Standardized to UUID
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require('../models/mongoose/Document.schema').DocumentModel.find({ requestId: workflow.requestId, isDeleted: false }) // Fetch documents
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]);
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// Map to response format expected by frontend
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return {
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...workflow.toObject(),
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claimDetails: claim ? claim.toObject() : null,
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approvalLevels,
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participants,
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documents
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};
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}
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async submitDealerProposal(requestId: string, proposalData: any): Promise<void> {
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const workflow = await WorkflowRequestModel.findOne({ requestId });
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if (!workflow) throw new Error('Workflow not found');
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// Update DealerClaim with proposal data
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const claim = await DealerClaimModel.findOne({ requestId });
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if (claim) {
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claim.proposal = {
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totalEstimatedBudget: proposalData.totalEstimatedBudget,
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costBreakup: proposalData.costBreakup,
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timelineMode: proposalData.timelineMode,
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expectedCompletionDate: proposalData.expectedCompletionDate,
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expectedCompletionDays: proposalData.expectedCompletionDays,
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dealerComments: proposalData.dealerComments,
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documents: [{
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name: 'Proposal Document',
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url: proposalData.proposalDocumentUrl
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}]
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} as any;
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await claim.save();
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}
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// Auto-approve Step 1 (Dealer Proposal Submission)
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const level1 = await ApprovalLevelModel.findOne({ requestId, levelNumber: 1 });
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|
if (level1) {
|
|
const approvalService = new DealerClaimApprovalMongoService();
|
|
await approvalService.approveLevel(
|
|
level1.levelId,
|
|
{ action: 'APPROVE', comments: 'Proposal Submitted' },
|
|
level1.approver.userId
|
|
);
|
|
}
|
|
}
|
|
|
|
async submitCompletionDocuments(requestId: string, completionData: any): Promise<void> {
|
|
const workflow = await WorkflowRequestModel.findOne({ requestId });
|
|
if (!workflow) throw new Error('Workflow not found');
|
|
|
|
const claim = await DealerClaimModel.findOne({ requestId });
|
|
if (claim) {
|
|
claim.completion = {
|
|
activityCompletionDate: completionData.activityCompletionDate,
|
|
numberOfParticipants: completionData.numberOfParticipants,
|
|
totalClosedExpenses: completionData.totalClosedExpenses,
|
|
closedExpenses: completionData.closedExpenses,
|
|
description: completionData.completionDescription,
|
|
documents: []
|
|
} as any;
|
|
await claim.save();
|
|
}
|
|
|
|
// Auto-approve Step 4 (Dealer Completion Documents)
|
|
const level4 = await ApprovalLevelModel.findOne({ requestId, levelNumber: 4 });
|
|
if (level4) {
|
|
const approvalService = new DealerClaimApprovalMongoService();
|
|
await approvalService.approveLevel(
|
|
level4.levelId,
|
|
{ action: 'APPROVE', comments: 'Completion Documents Submitted' },
|
|
level4.approver.userId
|
|
);
|
|
}
|
|
}
|
|
|
|
async updateIODetails(requestId: string, ioData: any, userId: string): Promise<void> {
|
|
const workflow = await WorkflowRequestModel.findOne({ requestId });
|
|
if (!workflow) throw new Error('Workflow not found');
|
|
|
|
await InternalOrderModel.findOneAndUpdate(
|
|
{ requestId },
|
|
{
|
|
ioNumber: ioData.ioNumber,
|
|
ioAvailableBalance: ioData.availableBalance,
|
|
ioBlockedAmount: ioData.blockedAmount,
|
|
ioRemark: ioData.ioRemark
|
|
},
|
|
{ upsert: true }
|
|
);
|
|
}
|
|
|
|
async updateEInvoiceDetails(requestId: string, invoiceData: any): Promise<void> {
|
|
const workflow = await WorkflowRequestModel.findOne({ requestId });
|
|
if (!workflow) throw new Error('Workflow not found');
|
|
|
|
await DealerClaimModel.updateOne(
|
|
{ requestId },
|
|
{
|
|
$push: {
|
|
invoices: {
|
|
invoiceId: uuidv4(),
|
|
invoiceNumber: invoiceData.invoiceNumber,
|
|
date: new Date(invoiceData.invoiceDate),
|
|
amount: invoiceData.amount,
|
|
taxAmount: invoiceData.taxAmount,
|
|
// map other fields
|
|
status: 'SUBMITTED',
|
|
documentUrl: invoiceData.documentUrl
|
|
}
|
|
}
|
|
}
|
|
);
|
|
}
|
|
|
|
async updateCreditNoteDetails(requestId: string, creditNoteData: any): Promise<void> {
|
|
const workflow = await WorkflowRequestModel.findOne({ requestId });
|
|
if (!workflow) throw new Error('Workflow not found');
|
|
|
|
await DealerClaimModel.updateOne(
|
|
{ requestId },
|
|
{
|
|
$push: {
|
|
creditNotes: {
|
|
noteId: uuidv4(),
|
|
noteNumber: creditNoteData.noteNumber,
|
|
date: new Date(creditNoteData.noteDate),
|
|
amount: creditNoteData.amount,
|
|
sapDocId: creditNoteData.sapDocId
|
|
}
|
|
}
|
|
}
|
|
);
|
|
}
|
|
|
|
async handleInitiatorAction(requestId: string, userId: string, action: 'CANCEL' | 'RESUBMIT' | string, data: any): Promise<void> {
|
|
const workflow = await WorkflowRequestModel.findOne({ requestId: requestId }); // Fixed: query by object
|
|
if (!workflow) throw new Error('Workflow not found');
|
|
|
|
// Check permission: only initiator can perform these actions
|
|
// (Assuming checking userId against workflow.initiator.userId is sufficient)
|
|
if (workflow.initiator.userId !== userId) {
|
|
throw new Error('Unauthorized: Only initiator can perform this action');
|
|
}
|
|
|
|
if (action === 'CANCEL') {
|
|
// Update workflow status
|
|
workflow.status = WorkflowStatus.CANCELLED; // Make sure WorkflowStatus.CANCELLED exists or use 'CANCELLED'
|
|
workflow.isDeleted = true; // Soft delete or just mark cancelled? Usually cancelled.
|
|
// Let's stick to status update.
|
|
await workflow.save();
|
|
|
|
// Log activity
|
|
const user = await UserModel.findOne({ userId });
|
|
const userName = user?.displayName || user?.email || 'User';
|
|
|
|
await activityMongoService.log({
|
|
requestId: workflow.requestId,
|
|
type: 'status_change',
|
|
user: { userId, name: userName },
|
|
timestamp: new Date().toISOString(),
|
|
action: 'Cancelled',
|
|
details: `Request cancelled by initiator ${userName} `,
|
|
metadata: { reason: data?.reason }
|
|
});
|
|
}
|
|
// Handle other actions if needed
|
|
}
|
|
|
|
async getHistory(requestId: string): Promise<any[]> {
|
|
// Fetch approval levels (which contain approval history/status)
|
|
const approvalLevels = await ApprovalLevelModel.find({ requestId }).sort({ levelNumber: 1 });
|
|
|
|
// Fetch activity logs
|
|
const activities = await activityMongoService.getActivitiesForRequest(requestId);
|
|
|
|
// Combine or just return activities?
|
|
// The controller seems to expect 'history'.
|
|
// Let's return a combined view or just activities if that's what's expected.
|
|
// Usually history implies the audit trail.
|
|
return activities;
|
|
}
|
|
|
|
/**
|
|
* Send credit note to dealer via email
|
|
*/
|
|
async sendCreditNoteToDealer(requestId: string, triggeredBy: string): Promise<void> {
|
|
try {
|
|
// Implementation delegate to email service
|
|
const { dealerClaimEmailService } = await import('./dealerClaimEmail.service');
|
|
await dealerClaimEmailService.sendCreditNoteNotification(requestId);
|
|
logger.info(`[DealerClaimMongoService] Credit note notification sent for ${requestId}`);
|
|
} catch (error) {
|
|
logger.error('[DealerClaimMongoService] Error sending credit note notification:', error);
|
|
// Don't throw, just log as it's a notification
|
|
}
|
|
}
|
|
}
|