Re_Backend/src/services/dealerClaimApproval.service.ts

596 lines
27 KiB
TypeScript

/**
* Dealer Claim Approval Service
*
* Dedicated approval service for dealer claim workflows (CLAIM_MANAGEMENT).
* Handles dealer claim-specific logic including:
* - Dynamic approver support (additional approvers added between steps)
* - Activity Creation processing
* - Dealer-specific notifications
*
* This service is separate from ApprovalService to prevent conflicts with custom workflows.
*/
import { ApprovalLevel } from '@models/ApprovalLevel';
import { WorkflowRequest } from '@models/WorkflowRequest';
import { ApprovalAction } from '../types/approval.types';
import { ApprovalStatus, WorkflowStatus } from '../types/common.types';
import { calculateTATPercentage } from '@utils/helpers';
import { calculateElapsedWorkingHours } from '@utils/tatTimeUtils';
import logger from '@utils/logger';
import { Op } from 'sequelize';
import { notificationService } from './notification.service';
import { activityService } from './activity.service';
import { tatSchedulerService } from './tatScheduler.service';
import { DealerClaimService } from './dealerClaim.service';
import { emitToRequestRoom } from '../realtime/socket';
export class DealerClaimApprovalService {
/**
* Approve a level in a dealer claim workflow
* Handles dealer claim-specific logic including dynamic approvers and activity creation
*/
async approveLevel(
levelId: string,
action: ApprovalAction,
userId: string,
requestMetadata?: { ipAddress?: string | null; userAgent?: string | null }
): Promise<ApprovalLevel | null> {
try {
const level = await ApprovalLevel.findByPk(levelId);
if (!level) return null;
// Get workflow to determine priority for working hours calculation
const wf = await WorkflowRequest.findByPk(level.requestId);
if (!wf) return null;
// Verify this is a claim management workflow
const workflowType = (wf as any)?.workflowType;
if (workflowType !== 'CLAIM_MANAGEMENT') {
logger.warn(`[DealerClaimApproval] Attempted to use DealerClaimApprovalService for non-claim-management workflow ${level.requestId}. Workflow type: ${workflowType}`);
throw new Error('DealerClaimApprovalService can only be used for CLAIM_MANAGEMENT workflows');
}
const priority = ((wf as any)?.priority || 'standard').toString().toLowerCase();
const isPaused = (wf as any).isPaused || (level as any).isPaused;
// If paused, resume automatically when approving/rejecting
if (isPaused) {
const { pauseService } = await import('./pause.service');
try {
await pauseService.resumeWorkflow(level.requestId, userId);
logger.info(`[DealerClaimApproval] Auto-resumed paused workflow ${level.requestId} when ${action.action === 'APPROVE' ? 'approving' : 'rejecting'}`);
} catch (pauseError) {
logger.warn(`[DealerClaimApproval] Failed to auto-resume paused workflow:`, pauseError);
// Continue with approval/rejection even if resume fails
}
}
const now = new Date();
// Calculate elapsed hours using working hours logic (with pause handling)
const isPausedLevel = (level as any).isPaused;
const wasResumed = !isPausedLevel &&
(level as any).pauseElapsedHours !== null &&
(level as any).pauseElapsedHours !== undefined &&
(level as any).pauseResumeDate !== null;
const pauseInfo = isPausedLevel ? {
// Level is currently paused - return frozen elapsed hours at pause time
isPaused: true,
pausedAt: (level as any).pausedAt,
pauseElapsedHours: (level as any).pauseElapsedHours,
pauseResumeDate: (level as any).pauseResumeDate
} : wasResumed ? {
// Level was paused but has been resumed - add pre-pause elapsed hours + time since resume
isPaused: false,
pausedAt: null,
pauseElapsedHours: Number((level as any).pauseElapsedHours), // Pre-pause elapsed hours
pauseResumeDate: (level as any).pauseResumeDate // Actual resume timestamp
} : undefined;
const elapsedHours = await calculateElapsedWorkingHours(
(level as any).levelStartTime || (level as any).tatStartTime || now,
now,
priority,
pauseInfo
);
const tatPercentage = calculateTATPercentage(elapsedHours, level.tatHours);
// Handle rejection
if (action.action === 'REJECT') {
return await this.handleRejection(level, action, userId, requestMetadata, elapsedHours, tatPercentage, now);
}
// 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
});
// Check if this is the final approver
const allLevels = await ApprovalLevel.findAll({
where: { requestId: level.requestId }
});
const approvedCount = allLevels.filter((l: any) => l.status === ApprovalStatus.APPROVED).length;
const isFinalApprover = approvedCount === allLevels.length;
if (isFinalApprover) {
// Final approval - close workflow
await WorkflowRequest.update(
{
status: WorkflowStatus.APPROVED,
closureDate: now,
currentLevel: level.levelNumber || 0
},
{ where: { requestId: level.requestId } }
);
// Notify all participants
const participants = await import('@models/Participant').then(m => m.Participant.findAll({
where: { requestId: level.requestId, isActive: true }
}));
if (participants && participants.length > 0) {
const participantIds = participants.map((p: any) => p.userId).filter(Boolean);
await notificationService.sendToUsers(participantIds, {
title: `Request Approved: ${(wf as any).requestNumber}`,
body: `${(wf as any).title}`,
requestNumber: (wf as any).requestNumber,
requestId: level.requestId,
url: `/request/${(wf as any).requestNumber}`,
type: 'approval',
priority: 'MEDIUM'
});
logger.info(`[DealerClaimApproval] Final approval complete. ${participants.length} participant(s) notified.`);
}
} else {
// Not final - move to next level
// Check if workflow is paused - if so, don't advance
if ((wf as any).isPaused || (wf as any).status === 'PAUSED') {
logger.warn(`[DealerClaimApproval] Cannot advance workflow ${level.requestId} - workflow is paused`);
throw new Error('Cannot advance workflow - workflow is currently paused. Please resume the workflow first.');
}
// Find the next PENDING level (supports dynamically added approvers)
// Strategy: First try sequential, then find next PENDING level if sequential doesn't exist
const currentLevelNumber = level.levelNumber || 0;
logger.info(`[DealerClaimApproval] Finding next level after level ${currentLevelNumber} for request ${level.requestId}`);
// First, try sequential approach
let nextLevel = await ApprovalLevel.findOne({
where: {
requestId: level.requestId,
levelNumber: currentLevelNumber + 1
}
});
// If sequential level doesn't exist, search for next PENDING level
// This handles cases where additional approvers are added dynamically between steps
if (!nextLevel) {
logger.info(`[DealerClaimApproval] Sequential level ${currentLevelNumber + 1} not found, searching for next PENDING level (dynamic approvers)`);
nextLevel = await ApprovalLevel.findOne({
where: {
requestId: level.requestId,
levelNumber: { [Op.gt]: currentLevelNumber },
status: ApprovalStatus.PENDING
},
order: [['levelNumber', 'ASC']]
});
if (nextLevel) {
logger.info(`[DealerClaimApproval] Using fallback level ${nextLevel.levelNumber} (${(nextLevel as any).levelName || 'unnamed'})`);
}
} else if (nextLevel.status !== ApprovalStatus.PENDING) {
// Sequential level exists but not PENDING - check if it's already approved/rejected
if (nextLevel.status === ApprovalStatus.APPROVED || nextLevel.status === ApprovalStatus.REJECTED) {
logger.warn(`[DealerClaimApproval] Sequential level ${currentLevelNumber + 1} already ${nextLevel.status}. Skipping activation.`);
nextLevel = null; // Don't activate an already completed level
} else {
// Level exists but in unexpected status - log warning but proceed
logger.warn(`[DealerClaimApproval] Sequential level ${currentLevelNumber + 1} exists but status is ${nextLevel.status}, expected PENDING. Proceeding with sequential level.`);
}
}
const nextLevelNumber = nextLevel ? (nextLevel.levelNumber || 0) : null;
if (nextLevel) {
logger.info(`[DealerClaimApproval] Found next level: ${nextLevelNumber} (${(nextLevel as any).levelName || 'unnamed'}), approver: ${(nextLevel as any).approverName || (nextLevel as any).approverEmail || 'unknown'}, status: ${nextLevel.status}`);
} else {
logger.info(`[DealerClaimApproval] No next level found after level ${currentLevelNumber} - this may be the final approval`);
}
if (nextLevel) {
// Check if next level is paused - if so, don't activate it
if ((nextLevel as any).isPaused || (nextLevel as any).status === 'PAUSED') {
logger.warn(`[DealerClaimApproval] Cannot activate next level ${nextLevelNumber} - level is paused`);
throw new Error('Cannot activate next level - the next approval level is currently paused. Please resume it first.');
}
// Activate next level
await nextLevel.update({
status: ApprovalStatus.IN_PROGRESS,
levelStartTime: now,
tatStartTime: now
});
// Schedule TAT jobs for the next level
try {
const workflowPriority = (wf as any)?.priority || 'STANDARD';
await tatSchedulerService.scheduleTatJobs(
level.requestId,
(nextLevel as any).levelId,
(nextLevel as any).approverId,
Number((nextLevel as any).tatHours),
now,
workflowPriority
);
logger.info(`[DealerClaimApproval] TAT jobs scheduled for next level ${nextLevelNumber} (Priority: ${workflowPriority})`);
} catch (tatError) {
logger.error(`[DealerClaimApproval] Failed to schedule TAT jobs for next level:`, tatError);
// Don't fail the approval if TAT scheduling fails
}
// Update workflow current level
if (nextLevelNumber !== null) {
await WorkflowRequest.update(
{ currentLevel: nextLevelNumber },
{ where: { requestId: level.requestId } }
);
logger.info(`[DealerClaimApproval] Approved level ${level.levelNumber}. Activated next level ${nextLevelNumber} for workflow ${level.requestId}`);
}
// Handle dealer claim-specific step processing
const currentLevelName = (level.levelName || '').toLowerCase();
const isDeptLeadApproval = currentLevelName.includes('department lead') || level.levelNumber === 3;
const isRequestorClaimApproval = currentLevelName.includes('requestor') &&
(currentLevelName.includes('claim') || currentLevelName.includes('approval')) ||
level.levelNumber === 5;
if (isDeptLeadApproval) {
// Activity Creation is now an activity log only - process it automatically
logger.info(`[DealerClaimApproval] Department Lead approved. Processing Activity Creation as activity log.`);
try {
const dealerClaimService = new DealerClaimService();
await dealerClaimService.processActivityCreation(level.requestId);
logger.info(`[DealerClaimApproval] Activity Creation activity logged for request ${level.requestId}`);
} catch (activityError) {
logger.error(`[DealerClaimApproval] Error processing Activity Creation activity for request ${level.requestId}:`, activityError);
// Don't fail the Department Lead approval if Activity Creation logging fails
}
} else if (isRequestorClaimApproval) {
// E-Invoice Generation is now an activity log only - will be logged when invoice is generated via DMS webhook
logger.info(`[DealerClaimApproval] Requestor Claim Approval approved. E-Invoice generation will be logged as activity when DMS webhook is received.`);
}
// Log approval activity
activityService.log({
requestId: level.requestId,
type: 'approval',
user: { userId: level.approverId, name: level.approverName },
timestamp: new Date().toISOString(),
action: 'Approved',
details: `Request approved and forwarded to ${(nextLevel as any).approverName || (nextLevel as any).approverEmail} by ${level.approverName || level.approverEmail}`,
ipAddress: requestMetadata?.ipAddress || undefined,
userAgent: requestMetadata?.userAgent || undefined
});
// Notify initiator about the approval
if (wf) {
await notificationService.sendToUsers([(wf as any).initiatorId], {
title: `Request Approved - Level ${level.levelNumber}`,
body: `Your request "${(wf as any).title}" has been approved by ${level.approverName || level.approverEmail} and forwarded to the next approver.`,
requestNumber: (wf as any).requestNumber,
requestId: level.requestId,
url: `/request/${(wf as any).requestNumber}`,
type: 'approval',
priority: 'MEDIUM'
});
}
// Notify next approver - ALWAYS send notification when there's a next level
if (wf && nextLevel) {
const nextApproverId = (nextLevel as any).approverId;
const nextApproverEmail = (nextLevel as any).approverEmail || '';
const nextApproverName = (nextLevel as any).approverName || nextApproverEmail || 'approver';
// Check if it's an auto-step or system process
const isAutoStep = nextApproverEmail === 'system@royalenfield.com'
|| (nextLevel as any).approverName === 'System Auto-Process'
|| nextApproverId === 'system';
const isSystemEmail = nextApproverEmail.toLowerCase() === 'system@royalenfield.com'
|| nextApproverEmail.toLowerCase().includes('system');
const isSystemName = nextApproverName.toLowerCase() === 'system auto-process'
|| nextApproverName.toLowerCase().includes('system');
// Only send notifications to real users, NOT system processes
if (!isAutoStep && !isSystemEmail && !isSystemName && nextApproverId && nextApproverId !== 'system') {
try {
logger.info(`[DealerClaimApproval] Sending assignment notification to next approver: ${nextApproverName} (${nextApproverId}) at level ${nextLevelNumber} for request ${(wf as any).requestNumber}`);
await notificationService.sendToUsers([ nextApproverId ], {
title: `Action required: ${(wf as any).requestNumber}`,
body: `${(wf as any).title}`,
requestNumber: (wf as any).requestNumber,
requestId: (wf as any).requestId,
url: `/request/${(wf as any).requestNumber}`,
type: 'assignment',
priority: 'HIGH',
actionRequired: true
});
logger.info(`[DealerClaimApproval] ✅ Assignment notification sent successfully to ${nextApproverName} (${nextApproverId}) for level ${nextLevelNumber}`);
// Log assignment activity for the next approver
await activityService.log({
requestId: level.requestId,
type: 'assignment',
user: { userId: level.approverId, name: level.approverName },
timestamp: new Date().toISOString(),
action: 'Assigned to approver',
details: `Request assigned to ${nextApproverName} for ${(nextLevel as any).levelName || `level ${nextLevelNumber}`}`,
ipAddress: requestMetadata?.ipAddress || undefined,
userAgent: requestMetadata?.userAgent || undefined
});
} catch (notifError) {
logger.error(`[DealerClaimApproval] ❌ Failed to send notification to next approver ${nextApproverId} at level ${nextLevelNumber}:`, notifError);
// Don't throw - continue with workflow even if notification fails
}
} else {
logger.info(`[DealerClaimApproval] ⚠️ Skipping notification for system/auto-step: ${nextApproverEmail} (${nextApproverId}) at level ${nextLevelNumber}`);
}
// Notify initiator when dealer submits documents (Dealer Proposal or Dealer Completion Documents)
const levelName = (level.levelName || '').toLowerCase();
const isDealerProposalApproval = levelName.includes('dealer') && levelName.includes('proposal') || level.levelNumber === 1;
const isDealerCompletionApproval = levelName.includes('dealer') && (levelName.includes('completion') || levelName.includes('documents')) || level.levelNumber === 5;
if ((isDealerProposalApproval || isDealerCompletionApproval) && (wf as any).initiatorId) {
const stepMessage = isDealerProposalApproval
? 'Dealer proposal has been submitted and is now under review.'
: 'Dealer completion documents have been submitted and are now under review.';
await notificationService.sendToUsers([(wf as any).initiatorId], {
title: isDealerProposalApproval ? 'Proposal Submitted' : 'Completion Documents Submitted',
body: `Your claim request "${(wf as any).title}" - ${stepMessage}`,
requestNumber: (wf as any).requestNumber,
requestId: (wf as any).requestId,
url: `/request/${(wf as any).requestNumber}`,
type: 'approval',
priority: 'MEDIUM',
actionRequired: false
});
logger.info(`[DealerClaimApproval] Sent notification to initiator for ${isDealerProposalApproval ? 'Dealer Proposal Submission' : 'Dealer Completion Documents'}`);
}
}
} else {
// No next level found but not final approver - this shouldn't happen
logger.warn(`[DealerClaimApproval] No next level found for workflow ${level.requestId} after approving level ${level.levelNumber}`);
await WorkflowRequest.update(
{
status: WorkflowStatus.APPROVED,
closureDate: now,
currentLevel: level.levelNumber || 0
},
{ where: { requestId: level.requestId } }
);
if (wf) {
await notificationService.sendToUsers([ (wf as any).initiatorId ], {
title: `Approved: ${(wf as any).requestNumber}`,
body: `${(wf as any).title}`,
requestNumber: (wf as any).requestNumber,
requestId: level.requestId,
url: `/request/${(wf as any).requestNumber}`,
type: 'approval',
priority: 'MEDIUM'
});
}
}
}
// Emit real-time update to all users viewing this request
emitToRequestRoom(level.requestId, 'request:updated', {
requestId: level.requestId,
requestNumber: (wf as any)?.requestNumber,
action: action.action,
levelNumber: level.levelNumber,
timestamp: now.toISOString()
});
logger.info(`[DealerClaimApproval] Approval level ${levelId} ${action.action.toLowerCase()}ed and socket event emitted`);
return level;
} catch (error) {
logger.error('[DealerClaimApproval] Error approving level:', error);
throw error;
}
}
/**
* Handle rejection (internal method called from approveLevel)
*/
private async handleRejection(
level: ApprovalLevel,
action: ApprovalAction,
userId: string,
requestMetadata?: { ipAddress?: string | null; userAgent?: string | null },
elapsedHours?: number,
tatPercentage?: number,
now?: Date
): Promise<ApprovalLevel | null> {
const rejectionNow = now || new Date();
const wf = await WorkflowRequest.findByPk(level.requestId);
if (!wf) return null;
// Update level status
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,
closureDate: rejectionNow
},
{ where: { requestId: level.requestId } }
);
// Log rejection activity
activityService.log({
requestId: level.requestId,
type: 'rejection',
user: { userId: level.approverId, name: level.approverName },
timestamp: new Date().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
const participants = await import('@models/Participant').then(m => m.Participant.findAll({
where: { requestId: level.requestId, isActive: true }
}));
const userIdsToNotify = [(wf as any).initiatorId];
if (participants && participants.length > 0) {
participants.forEach((p: any) => {
if (p.userId && p.userId !== (wf as any).initiatorId) {
userIdsToNotify.push(p.userId);
}
});
}
await notificationService.sendToUsers(userIdsToNotify, {
title: `Request Rejected: ${(wf as any).requestNumber}`,
body: `${(wf as any).title} - Rejected by ${level.approverName || level.approverEmail}. 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'
});
// Emit real-time update to all users viewing this request
emitToRequestRoom(level.requestId, 'request:updated', {
requestId: level.requestId,
requestNumber: (wf as any)?.requestNumber,
action: 'REJECT',
levelNumber: level.levelNumber,
timestamp: rejectionNow.toISOString()
});
return level;
}
/**
* Reject a level in a dealer claim workflow (legacy method - kept for backward compatibility)
*/
async rejectLevel(
levelId: string,
reason: string,
comments: string,
userId: string,
requestMetadata?: { ipAddress?: string | null; userAgent?: string | null }
): Promise<ApprovalLevel | null> {
try {
const level = await ApprovalLevel.findByPk(levelId);
if (!level) return null;
const wf = await WorkflowRequest.findByPk(level.requestId);
if (!wf) return null;
// Verify this is a claim management workflow
const workflowType = (wf as any)?.workflowType;
if (workflowType !== 'CLAIM_MANAGEMENT') {
logger.warn(`[DealerClaimApproval] Attempted to use DealerClaimApprovalService for non-claim-management workflow ${level.requestId}. Workflow type: ${workflowType}`);
throw new Error('DealerClaimApprovalService can only be used for CLAIM_MANAGEMENT workflows');
}
const now = new Date();
// Calculate elapsed hours
const priority = ((wf as any)?.priority || 'standard').toString().toLowerCase();
const isPausedLevel = (level as any).isPaused;
const wasResumed = !isPausedLevel &&
(level as any).pauseElapsedHours !== null &&
(level as any).pauseElapsedHours !== undefined &&
(level as any).pauseResumeDate !== null;
const pauseInfo = isPausedLevel ? {
// Level is currently paused - return frozen elapsed hours at pause time
isPaused: true,
pausedAt: (level as any).pausedAt,
pauseElapsedHours: (level as any).pauseElapsedHours,
pauseResumeDate: (level as any).pauseResumeDate
} : wasResumed ? {
// Level was paused but has been resumed - add pre-pause elapsed hours + time since resume
isPaused: false,
pausedAt: null,
pauseElapsedHours: Number((level as any).pauseElapsedHours), // Pre-pause elapsed hours
pauseResumeDate: (level as any).pauseResumeDate // Actual resume timestamp
} : undefined;
// Use the internal handleRejection method
const elapsedHours = await calculateElapsedWorkingHours(
(level as any).levelStartTime || (level as any).tatStartTime || now,
now,
priority,
pauseInfo
);
const tatPercentage = calculateTATPercentage(elapsedHours, level.tatHours);
return await this.handleRejection(
level,
{ action: 'REJECT', comments: comments || reason, rejectionReason: reason || comments },
userId,
requestMetadata,
elapsedHours,
tatPercentage,
now
);
} catch (error) {
logger.error('[DealerClaimApproval] Error rejecting level:', error);
throw error;
}
}
/**
* Get current approval level for a request
*/
async getCurrentApprovalLevel(requestId: string): Promise<ApprovalLevel | null> {
const workflow = await WorkflowRequest.findByPk(requestId);
if (!workflow) return null;
const currentLevel = (workflow as any).currentLevel;
if (!currentLevel) return null;
return await ApprovalLevel.findOne({
where: { requestId, levelNumber: currentLevel }
});
}
/**
* Get all approval levels for a request
*/
async getApprovalLevels(requestId: string): Promise<ApprovalLevel[]> {
return await ApprovalLevel.findAll({
where: { requestId },
order: [['levelNumber', 'ASC']]
});
}
}