Re_Backend/docs/IMPLEMENTATION_SUMMARY.md

# Dealer Claim Management - Implementation Summary

## ✅ Completed Implementation

### 1. Database Migrations (4 files)
- ✅ `20251210-add-workflow-type-support.ts` - Adds `workflow_type` and `template_id` to `workflow_requests`
- ✅ `20251210-enhance-workflow-templates.ts` - Enhances `workflow_templates` with form configuration
- ✅ `20251210-add-template-id-foreign-key.ts` - Adds FK constraint for `template_id`
- ✅ `20251210-create-dealer-claim-tables.ts` - Creates dealer claim tables:
  - `dealer_claim_details` - Main claim information
  - `dealer_proposal_details` - Step 1: Dealer proposal
  - `dealer_completion_details` - Step 5: Completion documents

### 2. Models (5 files)
- ✅ Updated `WorkflowRequest` - Added `workflowType` and `templateId` fields
- ✅ Created `DealerClaimDetails` - Main claim information model
- ✅ Created `DealerProposalDetails` - Proposal submission model
- ✅ Created `DealerCompletionDetails` - Completion documents model
- ✅ Created `WorkflowTemplate` - Template configuration model

### 3. Services (3 files)
- ✅ Created `TemplateFieldResolver` - Resolves dynamic user field references
- ✅ Created `EnhancedTemplateService` - Template form management
- ✅ Created `DealerClaimService` - Claim-specific business logic:
  - `createClaimRequest()` - Create new claim with 8-step workflow
  - `getClaimDetails()` - Get complete claim information
  - `submitDealerProposal()` - Step 1: Dealer proposal submission
  - `submitCompletionDocuments()` - Step 5: Completion submission
  - `updateIODetails()` - Step 3: IO budget blocking
  - `updateEInvoiceDetails()` - Step 7: E-Invoice generation
  - `updateCreditNoteDetails()` - Step 8: Credit note issuance

### 4. Controllers & Routes (2 files)
- ✅ Created `DealerClaimController` - API endpoints for claim operations
- ✅ Created `dealerClaim.routes.ts` - Route definitions
- ✅ Registered routes in `routes/index.ts`

### 5. Frontend Utilities (1 file)
- ✅ Created `claimRequestUtils.ts` - Utility functions for detecting claim requests

## 📋 API Endpoints Created

### Dealer Claim Management
- `POST /api/v1/dealer-claims` - Create claim request
- `GET /api/v1/dealer-claims/:requestId` - Get claim details
- `POST /api/v1/dealer-claims/:requestId/proposal` - Submit dealer proposal (Step 1)
- `POST /api/v1/dealer-claims/:requestId/completion` - Submit completion (Step 5)
- `PUT /api/v1/dealer-claims/:requestId/io` - Update IO details (Step 3)
- `PUT /api/v1/dealer-claims/:requestId/e-invoice` - Update e-invoice (Step 7)
- `PUT /api/v1/dealer-claims/:requestId/credit-note` - Update credit note (Step 8)

## 🔄 8-Step Workflow Implementation

The system automatically creates 8 approval levels:

1. **Dealer Proposal Submission** (72h) - Dealer submits proposal
2. **Requestor Evaluation** (48h) - Initiator reviews and confirms
3. **Department Lead Approval** (72h) - Dept lead approves and blocks IO
4. **Activity Creation** (1h, Auto) - System creates activity record
5. **Dealer Completion Documents** (120h) - Dealer submits completion docs
6. **Requestor Claim Approval** (48h) - Initiator approves claim
7. **E-Invoice Generation** (1h, Auto) - System generates e-invoice via DMS
8. **Credit Note Confirmation** (48h) - Finance confirms credit note

## 🎯 Key Features

1. **Unified Request System**
   - All requests use same `workflow_requests` table
   - Identified by `workflowType: 'CLAIM_MANAGEMENT'`
   - Automatically appears in "My Requests" and "Open Requests"

2. **Template-Specific Data Storage**
   - Claim data stored in extension tables
   - Linked via `request_id` foreign key
   - Supports future templates with their own tables

3. **Dynamic User References**
   - Auto-populate fields from initiator, dealer, approvers
   - Supports team lead, department lead references
   - Configurable per template

4. **File Upload Integration**
   - Uses GCS with local fallback
   - Organized by request number and file type
   - Supports proposal documents and completion files

## 📝 Next Steps

### Backend
1. ⏳ Add SAP integration for IO validation and budget blocking
2. ⏳ Add DMS integration for e-invoice and credit note generation
3. ⏳ Create template management API endpoints
4. ⏳ Add validation for dealer codes (SAP integration)

### Frontend
1. ⏳ Create `claimDataMapper.ts` utility functions
2. ⏳ Update `RequestDetail.tsx` to conditionally render claim components
3. ⏳ Update API services to include `workflowType`
4. ⏳ Create `dealerClaimApi.ts` service
5. ⏳ Update request cards to show workflow type

## 🚀 Running the Implementation

### 1. Run Migrations
```bash
cd Re_Backend
npm run migrate
```

### 2. Test API Endpoints
```bash
# Create claim request
POST /api/v1/dealer-claims
{
  "activityName": "Diwali Campaign",
  "activityType": "Marketing Activity",
  "dealerCode": "RE-MH-001",
  "dealerName": "Royal Motors Mumbai",
  "location": "Mumbai",
  "requestDescription": "Marketing campaign details..."
}

# Submit proposal
POST /api/v1/dealer-claims/:requestId/proposal
FormData with proposalDocument file and JSON data
```

## 📊 Database Structure

```
workflow_requests (common)
  ├── workflow_type: 'CLAIM_MANAGEMENT'
  └── template_id: (nullable)

dealer_claim_details (claim-specific)
  └── request_id → workflow_requests

dealer_proposal_details (Step 1)
  └── request_id → workflow_requests

dealer_completion_details (Step 5)
  └── request_id → workflow_requests

approval_levels (8 steps)
  └── request_id → workflow_requests
```

## ✅ Testing Checklist

- [ ] Run migrations successfully
- [ ] Create claim request via API
- [ ] Submit dealer proposal
- [ ] Update IO details
- [ ] Submit completion documents
- [ ] Verify request appears in "My Requests"
- [ ] Verify request appears in "Open Requests"
- [ ] Test file uploads (GCS and local fallback)
- [ ] Test workflow progression through 8 steps