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Re_Backend/docs/IMPLEMENTATION_PROGRESS.md

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Dealer Claim Management - Implementation Progress

✅ Completed

1. Database Migrations

  • ✅ 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 fields
  • ✅ 20251210-create-dealer-claim-tables.ts - Creates dealer claim related tables:
    • dealer_claim_details - Main claim information
    • dealer_proposal_details - Step 1: Dealer proposal submission
    • dealer_completion_details - Step 5: Dealer completion documents

2. Models

  • ✅ Updated WorkflowRequest model with workflowType and templateId fields
  • ✅ Created DealerClaimDetails model
  • ✅ Created DealerProposalDetails model
  • ✅ Created DealerCompletionDetails model

3. Services

  • ✅ Created TemplateFieldResolver service for dynamic user field references

🚧 In Progress

4. Services (Next Steps)

  • ⏳ Create EnhancedTemplateService - Main service for template operations
  • ⏳ Create DealerClaimService - Claim-specific business logic

5. Controllers & Routes

  • ⏳ Create DealerClaimController - API endpoints for claim management
  • ⏳ Create routes for dealer claim operations
  • ⏳ Create template management endpoints

📋 Next Steps

  1. Create EnhancedTemplateService

    • Get form configuration with resolved user references
    • Save step data
    • Validate form data

  2. Create DealerClaimService

    • Create claim request
    • Handle 8-step workflow transitions
    • Manage proposal and completion submissions

  3. Create Controllers

    • 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 proposal (Step 1)
    • POST /api/v1/dealer-claims/:requestId/completion - Submit completion (Step 5)
    • GET /api/v1/templates/:templateId/form-config - Get form configuration

  4. Integration Services

    • SAP integration for IO validation and budget blocking
    • DMS integration for e-invoice and credit note generation

📝 Notes

  • All migrations are ready to run
  • Models are created with proper associations
  • Template field resolver supports dynamic user references
  • System is designed to be extensible for future templates

🔄 Running Migrations

To apply the migrations:

cd Re_Backend
npm run migrate

Or run individually:

npx ts-node src/scripts/run-migration.ts 20251210-add-workflow-type-support
npx ts-node src/scripts/run-migration.ts 20251210-enhance-workflow-templates
npx ts-node src/scripts/run-migration.ts 20251210-create-dealer-claim-tables