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

cd Re_Backend
npm run migrate

2. Test API Endpoints

# 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