files moved for plug and play and activity capture enhanced

This commit is contained in:
laxmanhalaki 2025-12-15 19:36:41 +05:30
parent 9b3194d9ca
commit 22223fa00c
45 changed files with 3007 additions and 3978 deletions

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@ -9,7 +9,7 @@ import { SharedSummaries } from '@/pages/SharedSummaries/SharedSummaries';
import { SharedSummaryDetail } from '@/pages/SharedSummaries/SharedSummaryDetail'; import { SharedSummaryDetail } from '@/pages/SharedSummaries/SharedSummaryDetail';
import { WorkNotes } from '@/pages/WorkNotes'; import { WorkNotes } from '@/pages/WorkNotes';
import { CreateRequest } from '@/pages/CreateRequest'; import { CreateRequest } from '@/pages/CreateRequest';
import { ClaimManagementWizard } from '@/components/workflow/ClaimManagementWizard'; import { ClaimManagementWizard } from '@/dealer-claim/components/request-creation/ClaimManagementWizard';
import { MyRequests } from '@/pages/MyRequests'; import { MyRequests } from '@/pages/MyRequests';
import { Requests } from '@/pages/Requests/Requests'; import { Requests } from '@/pages/Requests/Requests';
import { UserAllRequests } from '@/pages/Requests/UserAllRequests'; import { UserAllRequests } from '@/pages/Requests/UserAllRequests';
@ -297,25 +297,36 @@ function AppRoutes({ onLogout }: AppProps) {
// Call API to create claim request // Call API to create claim request
const response = await createClaimRequest(payload); const response = await createClaimRequest(payload);
// Validate response - ensure request was actually created successfully
if (!response || !response.request) {
throw new Error('Invalid response from server: Request object not found');
}
const createdRequest = response.request; const createdRequest = response.request;
// Validate that we have at least one identifier (requestNumber or requestId)
if (!createdRequest.requestNumber && !createdRequest.requestId) {
throw new Error('Invalid response from server: Request identifier not found');
}
// Close manager modal if open // Close manager modal if open
setManagerModalOpen(false); setManagerModalOpen(false);
setManagerModalData(null); setManagerModalData(null);
// Only show success toast if request was actually created successfully
toast.success('Claim Request Submitted', { toast.success('Claim Request Submitted', {
description: 'Your claim management request has been created successfully.', description: 'Your claim management request has been created successfully.',
}); });
// Navigate to the created request detail page // Navigate to the created request detail page using requestNumber
if (createdRequest?.requestId) { if (createdRequest.requestNumber) {
const { navigateToRequest } = await import('@/utils/requestNavigation'); navigate(`/request/${createdRequest.requestNumber}`);
navigateToRequest({ } else if (createdRequest.requestId) {
requestId: createdRequest.requestId, // Fallback to requestId if requestNumber is not available
request: createdRequest, navigate(`/request/${createdRequest.requestId}`);
navigate,
});
} else { } else {
// This should not happen due to validation above, but just in case
navigate('/my-requests'); navigate('/my-requests');
} }
} catch (error: any) { } catch (error: any) {

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@ -7,7 +7,6 @@
import { Dialog, DialogContent, DialogDescription, DialogHeader, DialogTitle } from '@/components/ui/dialog'; import { Dialog, DialogContent, DialogDescription, DialogHeader, DialogTitle } from '@/components/ui/dialog';
import { Button } from '@/components/ui/button'; import { Button } from '@/components/ui/button';
import { AlertCircle, CheckCircle2, User, Mail, Building2 } from 'lucide-react'; import { AlertCircle, CheckCircle2, User, Mail, Building2 } from 'lucide-react';
import { Badge } from '@/components/ui/badge';
interface Manager { interface Manager {
userId: string; userId: string;

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@ -1,794 +0,0 @@
import { useState, useMemo } from 'react';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import { toast } from 'sonner';
import { DealerDocumentModal } from '@/components/modals/DealerDocumentModal';
import { InitiatorVerificationModal } from '@/components/modals/InitiatorVerificationModal';
import { Progress } from '@/components/ui/progress';
import { Avatar, AvatarFallback } from '@/components/ui/avatar';
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';
import { CLAIM_MANAGEMENT_DATABASE } from '@/utils/claimManagementDatabase';
import { formatDateDDMMYYYY } from '@/utils/dateFormatter';
import {
ArrowLeft,
Clock,
FileText,
MessageSquare,
CheckCircle,
XCircle,
Download,
Eye,
Flame,
Target,
TrendingUp,
RefreshCw,
Activity,
MapPin,
Mail,
Phone,
Building,
Receipt,
Upload,
UserPlus,
ClipboardList,
DollarSign,
Calendar
} from 'lucide-react';
interface ClaimManagementDetailProps {
requestId: string;
onBack?: () => void;
onOpenModal?: (modal: string) => void;
dynamicRequests?: any[];
}
// Utility functions
const getPriorityConfig = (priority: string) => {
switch (priority) {
case 'express':
case 'urgent':
return {
color: 'bg-red-100 text-red-800 border-red-200',
icon: Flame
};
case 'standard':
return {
color: 'bg-blue-100 text-blue-800 border-blue-200',
icon: Target
};
default:
return {
color: 'bg-gray-100 text-gray-800 border-gray-200',
icon: Target
};
}
};
const getStatusConfig = (status: string) => {
switch (status) {
case 'pending':
return {
color: 'bg-yellow-100 text-yellow-800 border-yellow-200',
icon: Clock
};
case 'in-review':
return {
color: 'bg-blue-100 text-blue-800 border-blue-200',
icon: Eye
};
case 'approved':
return {
color: 'bg-green-100 text-green-800 border-green-200',
icon: CheckCircle
};
case 'rejected':
return {
color: 'bg-red-100 text-red-800 border-red-200',
icon: XCircle
};
default:
return {
color: 'bg-gray-100 text-gray-800 border-gray-200',
icon: Clock
};
}
};
const getSLAConfig = (progress: number) => {
if (progress >= 80) {
return {
bg: 'bg-red-50',
color: 'bg-red-500',
textColor: 'text-red-700'
};
} else if (progress >= 60) {
return {
bg: 'bg-orange-50',
color: 'bg-orange-500',
textColor: 'text-orange-700'
};
} else {
return {
bg: 'bg-green-50',
color: 'bg-green-500',
textColor: 'text-green-700'
};
}
};
const getStepIcon = (status: string) => {
switch (status) {
case 'approved':
return <CheckCircle className="w-5 h-5 text-green-600" />;
case 'rejected':
return <XCircle className="w-5 h-5 text-red-600" />;
case 'pending':
case 'in-review':
return <Clock className="w-5 h-5 text-blue-600" />;
default:
return <Clock className="w-5 h-5 text-gray-400" />;
}
};
const getActionTypeIcon = (type: string) => {
switch (type) {
case 'approval':
case 'approved':
return <CheckCircle className="w-5 h-5 text-green-600" />;
case 'rejection':
case 'rejected':
return <XCircle className="w-5 h-5 text-red-600" />;
case 'comment':
return <MessageSquare className="w-5 h-5 text-blue-600" />;
case 'status_change':
return <RefreshCw className="w-5 h-5 text-orange-600" />;
case 'assignment':
return <UserPlus className="w-5 h-5 text-purple-600" />;
case 'created':
return <FileText className="w-5 h-5 text-blue-600" />;
default:
return <Activity className="w-5 h-5 text-gray-600" />;
}
};
export function ClaimManagementDetail({
requestId,
onBack,
onOpenModal,
dynamicRequests = []
}: ClaimManagementDetailProps) {
const [activeTab, setActiveTab] = useState('overview');
const [dealerDocModal, setDealerDocModal] = useState(false);
const [initiatorVerificationModal, setInitiatorVerificationModal] = useState(false);
// Get claim from database or dynamic requests
const claim = useMemo(() => {
// First check static database
const staticClaim = CLAIM_MANAGEMENT_DATABASE[requestId];
if (staticClaim) return staticClaim;
// Then check dynamic requests
const dynamicClaim = dynamicRequests.find((req: any) => req.id === requestId);
if (dynamicClaim) return dynamicClaim;
return null;
}, [requestId, dynamicRequests]);
if (!claim) {
return (
<div className="flex items-center justify-center h-screen">
<div className="text-center">
<h2 className="text-2xl font-bold text-gray-900 mb-2">Claim Not Found</h2>
<p className="text-gray-600 mb-4">The claim request you're looking for doesn't exist.</p>
<Button onClick={onBack}>
<ArrowLeft className="w-4 h-4 mr-2" />
Go Back
</Button>
</div>
</div>
);
}
const priorityConfig = getPriorityConfig(claim.priority);
const statusConfig = getStatusConfig(claim.status);
const slaConfig = getSLAConfig(claim.slaProgress);
return (
<div className="min-h-screen bg-gray-50">
<div className="max-w-7xl mx-auto p-6">
{/* Header Section */}
<div className="bg-white rounded-lg shadow-sm border border-gray-200 p-6 mb-6">
<div className="flex items-start justify-between mb-4">
<div className="flex items-start gap-4">
<Button
variant="ghost"
size="icon"
onClick={onBack}
className="mt-1"
>
<ArrowLeft className="h-5 w-5" />
</Button>
<div className="flex items-start gap-4">
<div className="w-12 h-12 rounded-full bg-purple-100 flex items-center justify-center">
<Receipt className="w-6 h-6 text-purple-600" />
</div>
<div>
<div className="flex items-center gap-3 mb-2">
<h1 className="text-xl font-bold text-gray-900">{claim.id}</h1>
<Badge className={`${priorityConfig.color}`} variant="outline">
{claim.priority} priority
</Badge>
<Badge className={`${statusConfig.color}`} variant="outline">
<statusConfig.icon className="w-3 h-3 mr-1" />
{claim.status}
</Badge>
<Badge className="bg-purple-100 text-purple-800 border-purple-200" variant="outline">
<Receipt className="w-3 h-3 mr-1" />
Claim Management
</Badge>
</div>
<h2 className="text-lg font-semibold text-gray-900">{claim.title}</h2>
</div>
</div>
</div>
<div className="flex items-center gap-4">
{claim.amount && claim.amount !== 'TBD' && (
<div className="text-right">
<p className="text-sm text-gray-500">Claim Amount</p>
<p className="text-xl font-bold text-gray-900">{claim.amount}</p>
</div>
)}
<Button variant="outline" size="sm">
<RefreshCw className="w-4 h-4 mr-2" />
Refresh
</Button>
</div>
</div>
{/* SLA Progress */}
<div className={`${slaConfig.bg} rounded-lg border p-4 mt-4`}>
<div className="flex items-center justify-between mb-2">
<div className="flex items-center gap-2">
<Clock className={`h-4 w-4 ${slaConfig.textColor}`} />
<span className="text-sm font-medium text-gray-900">SLA Progress</span>
</div>
<span className={`text-sm font-semibold ${slaConfig.textColor}`}>
{claim.slaRemaining}
</span>
</div>
<Progress value={claim.slaProgress} className="h-2 mb-2" />
<p className="text-xs text-gray-600">
Due: {formatDateDDMMYYYY(claim.slaEndDate, true)} {claim.slaProgress}% elapsed
</p>
</div>
</div>
{/* Tabs */}
<Tabs value={activeTab} onValueChange={setActiveTab} className="w-full">
<TabsList className="grid w-full grid-cols-4 bg-gray-100 h-10 mb-6">
<TabsTrigger value="overview" className="flex items-center gap-2 text-xs sm:text-sm px-2">
<ClipboardList className="w-3 h-3 sm:w-4 sm:h-4" />
Overview
</TabsTrigger>
<TabsTrigger value="workflow" className="flex items-center gap-2 text-xs sm:text-sm px-2">
<TrendingUp className="w-3 h-3 sm:w-4 sm:h-4" />
Workflow (8-Steps)
</TabsTrigger>
<TabsTrigger value="documents" className="flex items-center gap-2 text-xs sm:text-sm px-2">
<FileText className="w-3 h-3 sm:w-4 sm:h-4" />
Documents
</TabsTrigger>
<TabsTrigger value="activity" className="flex items-center gap-2 text-xs sm:text-sm px-2">
<Activity className="w-3 h-3 sm:w-4 sm:h-4" />
Activity
</TabsTrigger>
</TabsList>
{/* Overview Tab */}
<TabsContent value="overview">
<div className="grid grid-cols-1 lg:grid-cols-3 gap-6">
{/* Left Column - Main Content (2/3 width) */}
<div className="lg:col-span-2 space-y-6">
{/* Activity Information */}
<Card>
<CardHeader className="pb-3">
<CardTitle className="flex items-center gap-2 text-base">
<Calendar className="w-5 h-5 text-blue-600" />
Activity Information
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Activity Name</label>
<p className="text-sm text-gray-900 font-medium mt-1">{claim.claimDetails?.activityName || 'N/A'}</p>
</div>
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Activity Type</label>
<p className="text-sm text-gray-900 font-medium mt-1">{claim.claimDetails?.activityType || 'N/A'}</p>
</div>
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Location</label>
<p className="text-sm text-gray-900 font-medium mt-1 flex items-center gap-2">
<MapPin className="w-4 h-4 text-gray-400" />
{claim.claimDetails?.location || 'N/A'}
</p>
</div>
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Activity Date</label>
<p className="text-sm text-gray-900 font-medium mt-1">{claim.claimDetails?.activityDate || 'N/A'}</p>
</div>
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Estimated Budget</label>
<p className="text-sm text-gray-900 font-medium mt-1 flex items-center gap-2">
<DollarSign className="w-4 h-4 text-green-600" />
{claim.claimDetails?.estimatedBudget || 'N/A'}
</p>
</div>
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Period</label>
<p className="text-sm text-gray-900 font-medium mt-1">
{claim.claimDetails?.periodStart || 'N/A'} - {claim.claimDetails?.periodEnd || 'N/A'}
</p>
</div>
</div>
<div className="pt-4 border-t">
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Description</label>
<p className="text-sm text-gray-700 mt-2 bg-gray-50 p-3 rounded-lg whitespace-pre-line">
{claim.claimDetails?.requestDescription || claim.description || 'N/A'}
</p>
</div>
</CardContent>
</Card>
{/* Dealer Information */}
<Card>
<CardHeader className="pb-3">
<CardTitle className="flex items-center gap-2 text-base">
<Building className="w-5 h-5 text-purple-600" />
Dealer Information
</CardTitle>
</CardHeader>
<CardContent className="space-y-4">
<div className="grid grid-cols-2 gap-4">
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Dealer Code</label>
<p className="text-sm text-gray-900 font-medium mt-1">{claim.claimDetails?.dealerCode || 'N/A'}</p>
</div>
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Dealer Name</label>
<p className="text-sm text-gray-900 font-medium mt-1">{claim.claimDetails?.dealerName || 'N/A'}</p>
</div>
</div>
<div>
<label className="text-xs font-medium text-gray-500 uppercase tracking-wide">Contact Information</label>
<div className="mt-2 space-y-2">
<div className="flex items-center gap-2 text-sm text-gray-700">
<Mail className="w-4 h-4 text-gray-400" />
<span>{claim.claimDetails?.dealerEmail || 'N/A'}</span>
</div>
<div className="flex items-center gap-2 text-sm text-gray-700">
<Phone className="w-4 h-4 text-gray-400" />
<span>{claim.claimDetails?.dealerPhone || 'N/A'}</span>
</div>
{claim.claimDetails?.dealerAddress && (
<div className="flex items-start gap-2 text-sm text-gray-700">
<MapPin className="w-4 h-4 text-gray-400 mt-0.5" />
<span>{claim.claimDetails.dealerAddress}</span>
</div>
)}
</div>
</div>
</CardContent>
</Card>
{/* Initiator Information */}
<Card>
<CardHeader className="pb-3">
<CardTitle className="text-base">Request Initiator</CardTitle>
</CardHeader>
<CardContent>
<div className="flex items-start gap-4">
<Avatar className="h-14 w-14 ring-2 ring-white shadow-md">
<AvatarFallback className="bg-gray-700 text-white font-semibold text-lg">
{claim.initiator?.avatar || 'U'}
</AvatarFallback>
</Avatar>
<div className="flex-1">
<h3 className="font-semibold text-gray-900">{claim.initiator?.name || 'N/A'}</h3>
<p className="text-sm text-gray-600">{claim.initiator?.role || 'N/A'}</p>
<p className="text-sm text-gray-500">{claim.initiator?.department || 'N/A'}</p>
<div className="mt-3 space-y-2">
<div className="flex items-center gap-2 text-sm text-gray-600">
<Mail className="w-4 h-4" />
<span>{claim.initiator?.email || 'N/A'}</span>
</div>
<div className="flex items-center gap-2 text-sm text-gray-600">
<Phone className="w-4 h-4" />
<span>{claim.initiator?.phone || 'N/A'}</span>
</div>
</div>
</div>
</div>
</CardContent>
</Card>
</div>
{/* Right Column - Quick Actions Sidebar (1/3 width) */}
<div className="space-y-6">
{/* Quick Actions */}
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-base">Quick Actions</CardTitle>
</CardHeader>
<CardContent className="space-y-2">
<Button
variant="outline"
className="w-full justify-start gap-2 border-gray-300"
onClick={() => onOpenModal?.('work-note')}
>
<MessageSquare className="w-4 h-4" />
Add Work Note
</Button>
<Button
variant="outline"
className="w-full justify-start gap-2 border-gray-300"
onClick={() => onOpenModal?.('add-spectator')}
>
<Eye className="w-4 h-4" />
Add Spectator
</Button>
<div className="pt-4 space-y-2">
<Button
className="w-full bg-green-600 hover:bg-green-700 text-white"
onClick={() => onOpenModal?.('approve')}
>
<CheckCircle className="w-4 h-4 mr-2" />
Approve Step
</Button>
<Button
variant="destructive"
className="w-full"
onClick={() => onOpenModal?.('reject')}
>
<XCircle className="w-4 h-4 mr-2" />
Reject Step
</Button>
</div>
</CardContent>
</Card>
{/* Spectators */}
{claim.spectators && claim.spectators.length > 0 && (
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-base">Spectators</CardTitle>
</CardHeader>
<CardContent className="space-y-3">
{claim.spectators.map((spectator: any, index: number) => (
<div key={index} className="flex items-center gap-3">
<Avatar className="h-8 w-8">
<AvatarFallback className="bg-blue-100 text-blue-800 text-xs font-semibold">
{spectator.avatar}
</AvatarFallback>
</Avatar>
<div className="flex-1 min-w-0">
<p className="text-sm font-medium text-gray-900">{spectator.name}</p>
<p className="text-xs text-gray-500 truncate">{spectator.role}</p>
</div>
</div>
))}
</CardContent>
</Card>
)}
</div>
</div>
</TabsContent>
{/* Workflow Tab - 8 Step Process */}
<TabsContent value="workflow">
<Card>
<CardHeader>
<div className="flex items-center justify-between">
<div>
<CardTitle className="flex items-center gap-2">
<TrendingUp className="w-5 h-5 text-purple-600" />
Claim Management Workflow
</CardTitle>
<CardDescription className="mt-2">
8-Step approval process for dealer claim management
</CardDescription>
</div>
<Badge variant="outline" className="font-medium">
Step {claim.currentStep} of {claim.totalSteps}
</Badge>
</div>
</CardHeader>
<CardContent>
{claim.approvalFlow && claim.approvalFlow.length > 0 ? (
<div className="space-y-4">
{claim.approvalFlow.map((step: any, index: number) => {
const isActive = step.status === 'pending' || step.status === 'in-review';
const isCompleted = step.status === 'approved';
const isRejected = step.status === 'rejected';
return (
<div
key={index}
className={`relative p-5 rounded-lg border-2 transition-all ${
isActive
? 'border-purple-500 bg-purple-50 shadow-md'
: isCompleted
? 'border-green-500 bg-green-50'
: isRejected
? 'border-red-500 bg-red-50'
: 'border-gray-200 bg-white'
}`}
>
<div className="flex items-start gap-4">
<div className={`p-3 rounded-xl ${
isActive ? 'bg-purple-100' :
isCompleted ? 'bg-green-100' :
isRejected ? 'bg-red-100' :
'bg-gray-100'
}`}>
{getStepIcon(step.status)}
</div>
<div className="flex-1 min-w-0">
<div className="flex items-start justify-between gap-4 mb-2">
<div>
<div className="flex items-center gap-2 mb-1">
<h4 className="font-semibold text-gray-900">Step {step.step}: {step.role}</h4>
<Badge variant="outline" className={
isActive ? 'bg-purple-100 text-purple-800 border-purple-200' :
isCompleted ? 'bg-green-100 text-green-800 border-green-200' :
isRejected ? 'bg-red-100 text-red-800 border-red-200' :
'bg-gray-100 text-gray-800 border-gray-200'
}>
{step.status}
</Badge>
</div>
<p className="text-sm text-gray-600">{step.approver}</p>
{step.description && (
<p className="text-sm text-gray-500 mt-2 italic">{step.description}</p>
)}
</div>
<div className="text-right">
{step.tatHours && (
<p className="text-xs text-gray-500">TAT: {step.tatHours}h</p>
)}
{step.elapsedHours !== undefined && step.elapsedHours > 0 && (
<p className="text-xs text-gray-600 font-medium">Elapsed: {step.elapsedHours}h</p>
)}
</div>
</div>
{step.comment && (
<div className="mt-3 p-3 bg-white rounded-lg border border-gray-200">
<p className="text-sm text-gray-700">{step.comment}</p>
</div>
)}
{step.timestamp && (
<p className="text-xs text-gray-500 mt-2">
{isCompleted ? 'Approved' : isRejected ? 'Rejected' : 'Actioned'} on {step.timestamp}
</p>
)}
{/* Workflow-specific Action Buttons */}
{isActive && (
<div className="mt-4 flex gap-2">
{step.step === 1 && step.role === 'Dealer - Document Upload' && (
<Button
size="sm"
onClick={() => setDealerDocModal(true)}
className="bg-purple-600 hover:bg-purple-700"
>
<Upload className="w-4 h-4 mr-2" />
Upload Documents
</Button>
)}
{step.step === 2 && step.role === 'Initiator Evaluation' && (
<Button
size="sm"
onClick={() => onOpenModal?.('approve')}
className="bg-green-600 hover:bg-green-700"
>
<CheckCircle className="w-4 h-4 mr-2" />
Approve & Continue
</Button>
)}
{step.step === 4 && step.role === 'Department Lead Approval' && (
<Button
size="sm"
onClick={() => onOpenModal?.('approve')}
className="bg-green-600 hover:bg-green-700"
>
<CheckCircle className="w-4 h-4 mr-2" />
Approve & Lock Budget
</Button>
)}
{step.step === 5 && step.role === 'Dealer - Completion Documents' && (
<Button
size="sm"
onClick={() => setDealerDocModal(true)}
className="bg-purple-600 hover:bg-purple-700"
>
<Upload className="w-4 h-4 mr-2" />
Upload Completion Docs
</Button>
)}
{step.step === 6 && step.role === 'Initiator Verification' && (
<Button
size="sm"
onClick={() => setInitiatorVerificationModal(true)}
className="bg-green-600 hover:bg-green-700"
>
<CheckCircle className="w-4 h-4 mr-2" />
Verify & Set Amount
</Button>
)}
{step.step === 8 && step.role.includes('Credit Note') && (
<Button
size="sm"
onClick={() => onOpenModal?.('approve')}
className="bg-green-600 hover:bg-green-700"
>
<CheckCircle className="w-4 h-4 mr-2" />
Issue Credit Note
</Button>
)}
</div>
)}
</div>
</div>
</div>
);
})}
</div>
) : (
<p className="text-sm text-gray-500 text-center py-8">No workflow steps defined</p>
)}
</CardContent>
</Card>
</TabsContent>
{/* Documents Tab */}
<TabsContent value="documents">
<Card>
<CardHeader>
<div className="flex items-center justify-between">
<CardTitle className="flex items-center gap-2">
<FileText className="w-5 h-5 text-purple-600" />
Claim Documents
</CardTitle>
<Button size="sm">
<Upload className="w-4 h-4 mr-2" />
Upload Document
</Button>
</div>
</CardHeader>
<CardContent>
{claim.documents && claim.documents.length > 0 ? (
<div className="space-y-3">
{claim.documents.map((doc: any, index: number) => (
<div
key={index}
className="flex items-center justify-between p-4 rounded-lg border border-gray-200 hover:bg-gray-50 transition-colors"
>
<div className="flex items-center gap-3">
<div className="p-2 bg-purple-100 rounded-lg">
<FileText className="w-5 h-5 text-purple-600" />
</div>
<div>
<p className="font-medium text-gray-900">{doc.name}</p>
<p className="text-xs text-gray-500">
{doc.size} Uploaded by {doc.uploadedBy} on {doc.uploadedAt}
</p>
</div>
</div>
<div className="flex items-center gap-2">
<Button variant="ghost" size="sm">
<Eye className="w-4 h-4" />
</Button>
<Button variant="ghost" size="sm">
<Download className="w-4 h-4" />
</Button>
</div>
</div>
))}
</div>
) : (
<p className="text-sm text-gray-500 text-center py-8">No documents uploaded yet</p>
)}
</CardContent>
</Card>
</TabsContent>
{/* Activity Tab - Audit Trail */}
<TabsContent value="activity">
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<Activity className="w-5 h-5 text-orange-600" />
Claim Activity Timeline
</CardTitle>
<CardDescription>
Complete audit trail of all claim management activities
</CardDescription>
</CardHeader>
<CardContent>
<div className="space-y-4">
{claim.auditTrail && claim.auditTrail.length > 0 ? claim.auditTrail.map((entry: any, index: number) => (
<div key={index} className="flex items-start gap-4 p-4 rounded-lg hover:bg-gray-50 transition-colors border border-gray-100">
<div className="mt-1">
{getActionTypeIcon(entry.type)}
</div>
<div className="flex-1 min-w-0">
<div className="flex items-start justify-between gap-2">
<div>
<p className="font-medium text-gray-900">{entry.action}</p>
<p className="text-sm text-gray-600 mt-1">{entry.details}</p>
<p className="text-xs text-gray-500 mt-1">by {entry.user}</p>
</div>
<span className="text-xs text-gray-500 whitespace-nowrap">{entry.timestamp}</span>
</div>
</div>
</div>
)) : (
<div className="text-center py-12">
<Activity className="w-12 h-12 text-gray-400 mx-auto mb-4" />
<p className="text-sm text-gray-500">No activity recorded yet</p>
<p className="text-xs text-gray-400 mt-2">Actions and updates will appear here</p>
</div>
)}
</div>
</CardContent>
</Card>
</TabsContent>
</Tabs>
</div>
{/* Claim Management Modals */}
{dealerDocModal && (
<DealerDocumentModal
isOpen={dealerDocModal}
onClose={() => setDealerDocModal(false)}
onSubmit={async (_documents) => {
toast.success('Documents Uploaded', {
description: 'Your documents have been submitted for review.',
});
setDealerDocModal(false);
}}
dealerName={claim.claimDetails?.dealerName || 'Dealer'}
activityName={claim.claimDetails?.activityName || claim.title}
/>
)}
{initiatorVerificationModal && (
<InitiatorVerificationModal
isOpen={initiatorVerificationModal}
onClose={() => setInitiatorVerificationModal(false)}
onSubmit={async (data) => {
toast.success('Verification Complete', {
description: `Amount set to ${data.approvedAmount}. E-invoice will be generated.`,
});
setInitiatorVerificationModal(false);
}}
activityName={claim.claimDetails?.activityName || claim.title}
requestedAmount={claim.claimDetails?.estimatedBudget || claim.amount || 'TBD'}
documents={claim.documents || []}
/>
)}
</div>
);
}

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@ -1 +0,0 @@
export { ClaimManagementDetail } from './ClaimManagementDetail';

View File

@ -1,684 +0,0 @@
import { useState, useEffect } from 'react';
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Textarea } from '@/components/ui/textarea';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
import { Badge } from '@/components/ui/badge';
import { Progress } from '@/components/ui/progress';
import { Calendar } from '@/components/ui/calendar';
import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
import { motion, AnimatePresence } from 'framer-motion';
import {
ArrowLeft,
ArrowRight,
Calendar as CalendarIcon,
Check,
Receipt,
Building,
MapPin,
Clock,
CheckCircle,
Info,
FileText,
} from 'lucide-react';
import { format } from 'date-fns';
import { toast } from 'sonner';
import { getAllDealers as fetchDealersFromAPI, getDealerByCode, type DealerInfo } from '@/services/dealerApi';
interface ClaimManagementWizardProps {
onBack?: () => void;
onSubmit?: (claimData: any) => void;
}
const CLAIM_TYPES = [
'Marketing Activity',
'Promotional Event',
'Dealer Training',
'Infrastructure Development',
'Customer Experience Initiative',
'Service Campaign'
];
const STEP_NAMES = [
'Claim Details',
'Review & Submit'
];
export function ClaimManagementWizard({ onBack, onSubmit }: ClaimManagementWizardProps) {
const [currentStep, setCurrentStep] = useState(1);
const [dealers, setDealers] = useState<DealerInfo[]>([]);
const [loadingDealers, setLoadingDealers] = useState(true);
const [formData, setFormData] = useState({
activityName: '',
activityType: '',
dealerCode: '',
dealerName: '',
dealerEmail: '',
dealerPhone: '',
dealerAddress: '',
activityDate: undefined as Date | undefined,
location: '',
requestDescription: '',
periodStartDate: undefined as Date | undefined,
periodEndDate: undefined as Date | undefined,
estimatedBudget: ''
});
const totalSteps = STEP_NAMES.length;
// Fetch dealers from API on component mount
useEffect(() => {
const fetchDealers = async () => {
setLoadingDealers(true);
try {
const fetchedDealers = await fetchDealersFromAPI();
setDealers(fetchedDealers);
} catch (error) {
toast.error('Failed to load dealer list.');
console.error('Error fetching dealers:', error);
} finally {
setLoadingDealers(false);
}
};
fetchDealers();
}, []);
const updateFormData = (field: string, value: any) => {
setFormData(prev => ({ ...prev, [field]: value }));
};
const isStepValid = () => {
switch (currentStep) {
case 1:
return formData.activityName &&
formData.activityType &&
formData.dealerCode &&
formData.dealerName &&
formData.activityDate &&
formData.location &&
formData.requestDescription;
case 2:
return true;
default:
return false;
}
};
const nextStep = () => {
if (currentStep < totalSteps && isStepValid()) {
setCurrentStep(currentStep + 1);
}
};
const prevStep = () => {
if (currentStep > 1) {
setCurrentStep(currentStep - 1);
}
};
const handleDealerChange = async (dealerCode: string) => {
const selectedDealer = dealers.find(d => d.dealerCode === dealerCode);
if (selectedDealer) {
updateFormData('dealerCode', dealerCode);
updateFormData('dealerName', selectedDealer.dealerName);
updateFormData('dealerEmail', selectedDealer.email || '');
updateFormData('dealerPhone', selectedDealer.phone || '');
updateFormData('dealerAddress', ''); // Address not available in API response
// Try to fetch full dealer info from API if available
try {
const fullDealerInfo = await getDealerByCode(dealerCode);
if (fullDealerInfo) {
updateFormData('dealerEmail', fullDealerInfo.email || selectedDealer.email || '');
updateFormData('dealerPhone', fullDealerInfo.phone || selectedDealer.phone || '');
}
} catch (error) {
// Ignore error, use basic info from list
console.debug('Could not fetch full dealer info:', error);
}
}
};
const handleSubmit = () => {
const claimData = {
...formData,
templateType: 'claim-management',
submittedAt: new Date().toISOString(),
status: 'pending',
currentStep: 'initiator-review',
workflowSteps: [
{
step: 1,
name: 'Initiator Evaluation',
status: 'pending',
approver: 'Current User (Initiator)',
description: 'Review and confirm all claim details and documents'
},
{
step: 2,
name: 'IO Confirmation',
status: 'waiting',
approver: 'System',
description: 'Automatic IO generation upon initiator approval'
},
{
step: 3,
name: 'Department Lead Approval',
status: 'waiting',
approver: 'Department Lead',
description: 'Budget blocking and final approval'
},
{
step: 4,
name: 'Document Submission',
status: 'waiting',
approver: 'Dealer',
description: 'Dealer submits completion documents'
},
{
step: 5,
name: 'Document Verification',
status: 'waiting',
approver: 'Initiator',
description: 'Verify completion documents'
},
{
step: 6,
name: 'E-Invoice Generation',
status: 'waiting',
approver: 'System',
description: 'Auto-generate e-invoice based on approved amount'
},
{
step: 7,
name: 'Credit Note Issuance',
status: 'waiting',
approver: 'Finance',
description: 'Issue credit note to dealer'
}
]
};
toast.success('Claim Request Created', {
description: 'Your claim management request has been submitted successfully.'
});
if (onSubmit) {
onSubmit(claimData);
}
};
const renderStepContent = () => {
switch (currentStep) {
case 1:
return (
<motion.div
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: -20 }}
className="space-y-6"
>
<div className="text-center mb-8">
<div className="w-16 h-16 bg-gradient-to-br from-blue-500 to-indigo-600 rounded-2xl flex items-center justify-center mx-auto mb-4">
<Receipt className="w-8 h-8 text-white" />
</div>
<h2 className="text-2xl font-bold text-gray-900 mb-2">Claim Details</h2>
<p className="text-gray-600">
Provide comprehensive information about your claim request
</p>
</div>
<div className="max-w-3xl mx-auto space-y-6">
{/* Activity Name and Type */}
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<Label htmlFor="activityName" className="text-base font-semibold">Activity Name *</Label>
<Input
id="activityName"
placeholder="e.g., Himalayan Adventure Fest 2024"
value={formData.activityName}
onChange={(e) => updateFormData('activityName', e.target.value)}
className="mt-2 h-12"
/>
</div>
<div>
<Label htmlFor="activityType" className="text-base font-semibold">Activity Type *</Label>
<Select value={formData.activityType} onValueChange={(value) => updateFormData('activityType', value)}>
<SelectTrigger className="mt-2 h-12">
<SelectValue placeholder="Select activity type" />
</SelectTrigger>
<SelectContent>
{CLAIM_TYPES.map((type) => (
<SelectItem key={type} value={type}>{type}</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
{/* Dealer Selection */}
<div>
<Label htmlFor="dealer" className="text-base font-semibold">Dealer Code / Dealer Name *</Label>
<Select value={formData.dealerCode} onValueChange={handleDealerChange} disabled={loadingDealers}>
<SelectTrigger className="mt-2 h-12">
<SelectValue placeholder={loadingDealers ? "Loading dealers..." : "Select dealer"}>
{formData.dealerCode && (
<div className="flex items-center gap-2">
<span className="font-mono text-sm">{formData.dealerCode}</span>
<span className="text-gray-400"></span>
<span>{formData.dealerName}</span>
</div>
)}
</SelectValue>
</SelectTrigger>
<SelectContent>
{dealers.length === 0 && !loadingDealers ? (
<div className="p-2 text-sm text-gray-500">No dealers available</div>
) : (
dealers
.filter((dealer) => dealer.dealerCode && dealer.dealerCode.trim() !== '')
.map((dealer) => (
<SelectItem key={dealer.dealerCode} value={dealer.dealerCode}>
<div className="flex items-center gap-2">
<span className="font-mono text-sm font-semibold">{dealer.dealerCode}</span>
<span className="text-gray-400"></span>
<span>{dealer.dealerName}</span>
</div>
</SelectItem>
))
)}
</SelectContent>
</Select>
{formData.dealerCode && (
<p className="text-sm text-gray-600 mt-2">
Selected: <span className="font-semibold">{formData.dealerName}</span> ({formData.dealerCode})
</p>
)}
</div>
{/* Date and Location */}
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<Label className="text-base font-semibold">Date *</Label>
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full justify-start text-left mt-2 h-12"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{formData.activityDate ? format(formData.activityDate, 'PPP') : 'Select date'}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={formData.activityDate}
onSelect={(date) => updateFormData('activityDate', date)}
initialFocus
/>
</PopoverContent>
</Popover>
</div>
<div>
<Label htmlFor="location" className="text-base font-semibold">Location *</Label>
<Input
id="location"
placeholder="e.g., Mumbai, Maharashtra"
value={formData.location}
onChange={(e) => updateFormData('location', e.target.value)}
className="mt-2 h-12"
/>
</div>
</div>
{/* Request Detail */}
<div>
<Label htmlFor="requestDescription" className="text-base font-semibold">Request in Detail - Brief Requirement *</Label>
<Textarea
id="requestDescription"
placeholder="Provide a detailed description of your claim requirement..."
value={formData.requestDescription}
onChange={(e) => updateFormData('requestDescription', e.target.value)}
className="mt-2 min-h-[120px]"
/>
<p className="text-xs text-gray-500 mt-1">
Include key details about the claim, objectives, and expected outcomes
</p>
</div>
{/* Period (Optional) */}
<div>
<div className="flex items-center gap-2 mb-3">
<Label className="text-base font-semibold">Period (If Any)</Label>
<Badge variant="secondary" className="text-xs">Optional</Badge>
</div>
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<Label className="text-sm text-gray-600">Start Date</Label>
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full justify-start text-left mt-2 h-12"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{formData.periodStartDate ? format(formData.periodStartDate, 'PPP') : 'Start date'}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={formData.periodStartDate}
onSelect={(date) => updateFormData('periodStartDate', date)}
initialFocus
/>
</PopoverContent>
</Popover>
</div>
<div>
<Label className="text-sm text-gray-600">End Date</Label>
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full justify-start text-left mt-2 h-12"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{formData.periodEndDate ? format(formData.periodEndDate, 'PPP') : 'End date'}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={formData.periodEndDate}
onSelect={(date) => updateFormData('periodEndDate', date)}
initialFocus
/>
</PopoverContent>
</Popover>
</div>
</div>
{(formData.periodStartDate || formData.periodEndDate) && (
<p className="text-xs text-gray-600 mt-2">
{formData.periodStartDate && formData.periodEndDate
? `Period: ${format(formData.periodStartDate, 'MMM dd, yyyy')} - ${format(formData.periodEndDate, 'MMM dd, yyyy')}`
: 'Please select both start and end dates for the period'}
</p>
)}
</div>
</div>
</motion.div>
);
case 2:
return (
<motion.div
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: -20 }}
className="space-y-6"
>
<div className="text-center mb-8">
<div className="w-16 h-16 bg-gradient-to-br from-green-500 to-emerald-600 rounded-2xl flex items-center justify-center mx-auto mb-4">
<CheckCircle className="w-8 h-8 text-white" />
</div>
<h2 className="text-2xl font-bold text-gray-900 mb-2">Review & Submit</h2>
<p className="text-gray-600">
Review your claim details before submission
</p>
</div>
<div className="max-w-3xl mx-auto space-y-6">
{/* Activity Information */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-blue-50 to-indigo-50">
<CardTitle className="flex items-center gap-2">
<Receipt className="w-5 h-5 text-blue-600" />
Activity Information
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Activity Name</Label>
<p className="font-semibold text-gray-900 mt-1">{formData.activityName}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Activity Type</Label>
<Badge variant="secondary" className="mt-1">{formData.activityType}</Badge>
</div>
</div>
</CardContent>
</Card>
{/* Dealer Information */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-green-50 to-emerald-50">
<CardTitle className="flex items-center gap-2">
<Building className="w-5 h-5 text-green-600" />
Dealer Information
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Dealer Code</Label>
<p className="font-semibold text-gray-900 mt-1 font-mono">{formData.dealerCode}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Dealer Name</Label>
<p className="font-semibold text-gray-900 mt-1">{formData.dealerName}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Email</Label>
<p className="text-gray-900 mt-1">{formData.dealerEmail}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Phone</Label>
<p className="text-gray-900 mt-1">{formData.dealerPhone}</p>
</div>
{formData.dealerAddress && (
<div className="col-span-2">
<Label className="text-xs text-gray-600 uppercase tracking-wider">Address</Label>
<p className="text-gray-900 mt-1">{formData.dealerAddress}</p>
</div>
)}
</div>
</CardContent>
</Card>
{/* Date & Location */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-purple-50 to-pink-50">
<CardTitle className="flex items-center gap-2">
<CalendarIcon className="w-5 h-5 text-purple-600" />
Date & Location
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Date</Label>
<p className="font-semibold text-gray-900 mt-1">
{formData.activityDate ? format(formData.activityDate, 'PPP') : 'N/A'}
</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Location</Label>
<div className="flex items-center gap-2 mt-1">
<MapPin className="w-4 h-4 text-gray-500" />
<p className="font-semibold text-gray-900">{formData.location}</p>
</div>
</div>
{formData.estimatedBudget && (
<div className="col-span-2">
<Label className="text-xs text-gray-600 uppercase tracking-wider">Estimated Budget</Label>
<p className="text-xl font-bold text-blue-900 mt-1">{formData.estimatedBudget}</p>
</div>
)}
</div>
</CardContent>
</Card>
{/* Request Details */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-orange-50 to-amber-50">
<CardTitle className="flex items-center gap-2">
<FileText className="w-5 h-5 text-orange-600" />
Request Details
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Brief Requirement</Label>
<div className="mt-2 p-4 bg-gray-50 rounded-lg border">
<p className="text-gray-900 whitespace-pre-wrap">{formData.requestDescription}</p>
</div>
</div>
</CardContent>
</Card>
{/* Period (if provided) */}
{(formData.periodStartDate || formData.periodEndDate) && (
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-cyan-50 to-blue-50">
<CardTitle className="flex items-center gap-2">
<Clock className="w-5 h-5 text-cyan-600" />
Period
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Start Date</Label>
<p className="font-semibold text-gray-900 mt-1">
{formData.periodStartDate ? format(formData.periodStartDate, 'PPP') : 'Not specified'}
</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">End Date</Label>
<p className="font-semibold text-gray-900 mt-1">
{formData.periodEndDate ? format(formData.periodEndDate, 'PPP') : 'Not specified'}
</p>
</div>
</div>
</CardContent>
</Card>
)}
{/* Confirmation Message */}
<div className="bg-blue-50 border-2 border-blue-200 rounded-lg p-6">
<div className="flex items-start gap-3">
<Info className="w-6 h-6 text-blue-600 flex-shrink-0 mt-0.5" />
<div>
<p className="font-semibold text-blue-900 mb-1">Ready to Submit</p>
<p className="text-sm text-blue-800">
Please review all the information above. Once submitted, your claim request will enter the approval workflow.
</p>
</div>
</div>
</div>
</div>
</motion.div>
);
default:
return null;
}
};
return (
<div className="w-full bg-gradient-to-br from-gray-50 to-gray-100 py-4 sm:py-6 lg:py-8 px-3 sm:px-4 lg:px-6 overflow-y-auto">
<div className="max-w-6xl mx-auto pb-8">
{/* Header */}
<div className="mb-6 sm:mb-8">
<Button
variant="ghost"
onClick={onBack}
className="mb-3 sm:mb-4 gap-2 text-sm sm:text-base"
>
<ArrowLeft className="w-3 h-3 sm:w-4 sm:h-4" />
<span className="hidden sm:inline">Back to Templates</span>
<span className="sm:hidden">Back</span>
</Button>
<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-0">
<div>
<Badge variant="secondary" className="mb-2 text-xs">Claim Management Template</Badge>
<h1 className="text-xl sm:text-2xl lg:text-3xl font-bold text-gray-900">New Claim Request</h1>
<p className="text-sm sm:text-base text-gray-600 mt-1">
Step {currentStep} of {totalSteps}: <span className="hidden sm:inline">{STEP_NAMES[currentStep - 1]}</span>
</p>
</div>
</div>
{/* Progress Bar */}
<div className="mt-4 sm:mt-6">
<Progress value={(currentStep / totalSteps) * 100} className="h-2" />
<div className="flex justify-between mt-2 px-1">
{STEP_NAMES.map((_name, index) => (
<span
key={index}
className={`text-xs sm:text-sm ${
index + 1 <= currentStep ? 'text-blue-600 font-medium' : 'text-gray-400'
}`}
>
{index + 1}
</span>
))}
</div>
</div>
</div>
{/* Step Content */}
<Card className="mb-6 sm:mb-8">
<CardContent className="p-4 sm:p-6 lg:p-8">
<AnimatePresence mode="wait">
{renderStepContent()}
</AnimatePresence>
</CardContent>
</Card>
{/* Navigation */}
<div className="flex flex-col sm:flex-row justify-between gap-3 sm:gap-0 pb-4 sm:pb-0">
<Button
variant="outline"
onClick={prevStep}
disabled={currentStep === 1}
className="gap-2 w-full sm:w-auto order-2 sm:order-1"
>
<ArrowLeft className="w-4 h-4" />
Previous
</Button>
{currentStep < totalSteps ? (
<Button
onClick={nextStep}
disabled={!isStepValid()}
className="gap-2 w-full sm:w-auto order-1 sm:order-2"
>
Next
<ArrowRight className="w-4 h-4" />
</Button>
) : (
<Button
onClick={handleSubmit}
disabled={!isStepValid()}
className="gap-2 bg-green-600 hover:bg-green-700 w-full sm:w-auto order-1 sm:order-2"
>
<Check className="w-4 h-4" />
Submit Claim Request
</Button>
)}
</div>
</div>
</div>
);
}

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@ -1 +0,0 @@
export { ClaimManagementWizard } from './ClaimManagementWizard';

View File

@ -1,9 +1,679 @@
/** import { useState, useEffect } from 'react';
* Dealer Claim Request Creation Wizard import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
* import { Button } from '@/components/ui/button';
* This component handles the creation of dealer claim requests. import { Input } from '@/components/ui/input';
* Located in: src/dealer-claim/components/request-creation/ import { Label } from '@/components/ui/label';
*/ import { Textarea } from '@/components/ui/textarea';
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select';
import { Badge } from '@/components/ui/badge';
import { Progress } from '@/components/ui/progress';
import { Calendar } from '@/components/ui/calendar';
import { Popover, PopoverContent, PopoverTrigger } from '@/components/ui/popover';
import { motion, AnimatePresence } from 'framer-motion';
import {
ArrowLeft,
ArrowRight,
Calendar as CalendarIcon,
Check,
Receipt,
Building,
MapPin,
Clock,
CheckCircle,
Info,
FileText,
} from 'lucide-react';
import { format } from 'date-fns';
import { toast } from 'sonner';
import { getAllDealers as fetchDealersFromAPI, getDealerByCode, type DealerInfo } from '@/services/dealerApi';
// Re-export the original component interface ClaimManagementWizardProps {
export { ClaimManagementWizard } from '@/components/workflow/ClaimManagementWizard'; onBack?: () => void;
onSubmit?: (claimData: any) => void;
}
const CLAIM_TYPES = [
'Marketing Activity',
'Promotional Event',
'Dealer Training',
'Infrastructure Development',
'Customer Experience Initiative',
'Service Campaign'
];
const STEP_NAMES = [
'Claim Details',
'Review & Submit'
];
export function ClaimManagementWizard({ onBack, onSubmit }: ClaimManagementWizardProps) {
const [currentStep, setCurrentStep] = useState(1);
const [dealers, setDealers] = useState<DealerInfo[]>([]);
const [loadingDealers, setLoadingDealers] = useState(true);
const [formData, setFormData] = useState({
activityName: '',
activityType: '',
dealerCode: '',
dealerName: '',
dealerEmail: '',
dealerPhone: '',
dealerAddress: '',
activityDate: undefined as Date | undefined,
location: '',
requestDescription: '',
periodStartDate: undefined as Date | undefined,
periodEndDate: undefined as Date | undefined,
estimatedBudget: ''
});
const totalSteps = STEP_NAMES.length;
// Fetch dealers from API on component mount
useEffect(() => {
const fetchDealers = async () => {
setLoadingDealers(true);
try {
const fetchedDealers = await fetchDealersFromAPI();
setDealers(fetchedDealers);
} catch (error) {
toast.error('Failed to load dealer list.');
console.error('Error fetching dealers:', error);
} finally {
setLoadingDealers(false);
}
};
fetchDealers();
}, []);
const updateFormData = (field: string, value: any) => {
setFormData(prev => ({ ...prev, [field]: value }));
};
const isStepValid = () => {
switch (currentStep) {
case 1:
return formData.activityName &&
formData.activityType &&
formData.dealerCode &&
formData.dealerName &&
formData.activityDate &&
formData.location &&
formData.requestDescription;
case 2:
return true;
default:
return false;
}
};
const nextStep = () => {
if (currentStep < totalSteps && isStepValid()) {
setCurrentStep(currentStep + 1);
}
};
const prevStep = () => {
if (currentStep > 1) {
setCurrentStep(currentStep - 1);
}
};
const handleDealerChange = async (dealerCode: string) => {
const selectedDealer = dealers.find(d => d.dealerCode === dealerCode);
if (selectedDealer) {
updateFormData('dealerCode', dealerCode);
updateFormData('dealerName', selectedDealer.dealerName);
updateFormData('dealerEmail', selectedDealer.email || '');
updateFormData('dealerPhone', selectedDealer.phone || '');
updateFormData('dealerAddress', ''); // Address not available in API response
// Try to fetch full dealer info from API
try {
const fullDealerInfo = await getDealerByCode(dealerCode);
if (fullDealerInfo) {
updateFormData('dealerEmail', fullDealerInfo.email || selectedDealer.email || '');
updateFormData('dealerPhone', fullDealerInfo.phone || selectedDealer.phone || '');
}
} catch (error) {
// Ignore error, use basic info from list
console.debug('Could not fetch full dealer info:', error);
}
}
};
const handleSubmit = () => {
const claimData = {
...formData,
templateType: 'claim-management',
submittedAt: new Date().toISOString(),
status: 'pending',
currentStep: 'initiator-review',
workflowSteps: [
{
step: 1,
name: 'Initiator Evaluation',
status: 'pending',
approver: 'Current User (Initiator)',
description: 'Review and confirm all claim details and documents'
},
{
step: 2,
name: 'IO Confirmation',
status: 'waiting',
approver: 'System',
description: 'Automatic IO generation upon initiator approval'
},
{
step: 3,
name: 'Department Lead Approval',
status: 'waiting',
approver: 'Department Lead',
description: 'Budget blocking and final approval'
},
{
step: 4,
name: 'Document Submission',
status: 'waiting',
approver: 'Dealer',
description: 'Dealer submits completion documents'
},
{
step: 5,
name: 'Document Verification',
status: 'waiting',
approver: 'Initiator',
description: 'Verify completion documents'
},
{
step: 6,
name: 'E-Invoice Generation',
status: 'waiting',
approver: 'System',
description: 'Auto-generate e-invoice based on approved amount'
},
{
step: 7,
name: 'Credit Note Issuance',
status: 'waiting',
approver: 'Finance',
description: 'Issue credit note to dealer'
}
]
};
// Don't show toast here - let the parent component handle success/error after API call
if (onSubmit) {
onSubmit(claimData);
}
};
const renderStepContent = () => {
switch (currentStep) {
case 1:
return (
<motion.div
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: -20 }}
className="space-y-6"
>
<div className="text-center mb-8">
<div className="w-16 h-16 bg-gradient-to-br from-blue-500 to-indigo-600 rounded-2xl flex items-center justify-center mx-auto mb-4">
<Receipt className="w-8 h-8 text-white" />
</div>
<h2 className="text-2xl font-bold text-gray-900 mb-2">Claim Details</h2>
<p className="text-gray-600">
Provide comprehensive information about your claim request
</p>
</div>
<div className="max-w-3xl mx-auto space-y-6">
{/* Activity Name and Type */}
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<Label htmlFor="activityName" className="text-base font-semibold">Activity Name *</Label>
<Input
id="activityName"
placeholder="e.g., Himalayan Adventure Fest 2024"
value={formData.activityName}
onChange={(e) => updateFormData('activityName', e.target.value)}
className="mt-2 h-12"
/>
</div>
<div>
<Label htmlFor="activityType" className="text-base font-semibold">Activity Type *</Label>
<Select value={formData.activityType} onValueChange={(value) => updateFormData('activityType', value)}>
<SelectTrigger className="mt-2 !h-12 data-[size=default]:!h-12" id="activityType">
<SelectValue placeholder="Select activity type" />
</SelectTrigger>
<SelectContent>
{CLAIM_TYPES.map((type) => (
<SelectItem key={type} value={type}>{type}</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
{/* Dealer Selection */}
<div>
<Label className="text-base font-semibold">Dealer Code / Dealer Name *</Label>
<Select value={formData.dealerCode} onValueChange={handleDealerChange} disabled={loadingDealers}>
<SelectTrigger className="mt-2 !h-12 data-[size=default]:!h-12" id="dealer-select">
<SelectValue placeholder={loadingDealers ? "Loading dealers..." : "Select dealer"}>
{formData.dealerCode && (
<div className="flex items-center gap-2">
<span className="font-mono text-sm">{formData.dealerCode}</span>
<span className="text-gray-400"></span>
<span>{formData.dealerName}</span>
</div>
)}
</SelectValue>
</SelectTrigger>
<SelectContent>
{dealers.length === 0 && !loadingDealers ? (
<div className="p-2 text-sm text-gray-500">No dealers available</div>
) : (
dealers.map((dealer) => (
<SelectItem key={dealer.userId} value={dealer.dealerCode}>
<div className="flex items-center gap-2">
<span className="font-mono text-sm font-semibold">{dealer.dealerCode}</span>
<span className="text-gray-400"></span>
<span>{dealer.dealerName}</span>
</div>
</SelectItem>
))
)}
</SelectContent>
</Select>
{formData.dealerCode && (
<p className="text-sm text-gray-600 mt-2">
Selected: <span className="font-semibold">{formData.dealerName}</span> ({formData.dealerCode})
</p>
)}
</div>
{/* Date and Location */}
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<Label className="text-base font-semibold">Date *</Label>
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full justify-start text-left mt-2 h-12"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{formData.activityDate ? format(formData.activityDate, 'PPP') : 'Select date'}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={formData.activityDate}
onSelect={(date) => updateFormData('activityDate', date)}
initialFocus
/>
</PopoverContent>
</Popover>
</div>
<div>
<Label htmlFor="location" className="text-base font-semibold">Location *</Label>
<Input
id="location"
placeholder="e.g., Mumbai, Maharashtra"
value={formData.location}
onChange={(e) => updateFormData('location', e.target.value)}
className="mt-2 h-12"
/>
</div>
</div>
{/* Request Detail */}
<div>
<Label htmlFor="requestDescription" className="text-base font-semibold">Request in Detail - Brief Requirement *</Label>
<Textarea
id="requestDescription"
placeholder="Provide a detailed description of your claim requirement..."
value={formData.requestDescription}
onChange={(e) => updateFormData('requestDescription', e.target.value)}
className="mt-2 min-h-[120px]"
/>
<p className="text-xs text-gray-500 mt-1">
Include key details about the claim, objectives, and expected outcomes
</p>
</div>
{/* Period (Optional) */}
<div>
<div className="flex items-center gap-2 mb-3">
<Label className="text-base font-semibold">Period (If Any)</Label>
<Badge variant="secondary" className="text-xs">Optional</Badge>
</div>
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<Label className="text-sm text-gray-600">Start Date</Label>
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full justify-start text-left mt-2 h-12"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{formData.periodStartDate ? format(formData.periodStartDate, 'PPP') : 'Start date'}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={formData.periodStartDate}
onSelect={(date) => updateFormData('periodStartDate', date)}
initialFocus
/>
</PopoverContent>
</Popover>
</div>
<div>
<Label className="text-sm text-gray-600">End Date</Label>
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full justify-start text-left mt-2 h-12"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{formData.periodEndDate ? format(formData.periodEndDate, 'PPP') : 'End date'}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={formData.periodEndDate}
onSelect={(date) => updateFormData('periodEndDate', date)}
initialFocus
/>
</PopoverContent>
</Popover>
</div>
</div>
{(formData.periodStartDate || formData.periodEndDate) && (
<p className="text-xs text-gray-600 mt-2">
{formData.periodStartDate && formData.periodEndDate
? `Period: ${format(formData.periodStartDate, 'MMM dd, yyyy')} - ${format(formData.periodEndDate, 'MMM dd, yyyy')}`
: 'Please select both start and end dates for the period'}
</p>
)}
</div>
</div>
</motion.div>
);
case 2:
return (
<motion.div
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: -20 }}
className="space-y-6"
>
<div className="text-center mb-8">
<div className="w-16 h-16 bg-gradient-to-br from-green-500 to-emerald-600 rounded-2xl flex items-center justify-center mx-auto mb-4">
<CheckCircle className="w-8 h-8 text-white" />
</div>
<h2 className="text-2xl font-bold text-gray-900 mb-2">Review & Submit</h2>
<p className="text-gray-600">
Review your claim details before submission
</p>
</div>
<div className="max-w-3xl mx-auto space-y-6">
{/* Activity Information */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-blue-50 to-indigo-50">
<CardTitle className="flex items-center gap-2">
<Receipt className="w-5 h-5 text-blue-600" />
Activity Information
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Activity Name</Label>
<p className="font-semibold text-gray-900 mt-1">{formData.activityName}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Activity Type</Label>
<Badge variant="secondary" className="mt-1">{formData.activityType}</Badge>
</div>
</div>
</CardContent>
</Card>
{/* Dealer Information */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-green-50 to-emerald-50">
<CardTitle className="flex items-center gap-2">
<Building className="w-5 h-5 text-green-600" />
Dealer Information
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Dealer Code</Label>
<p className="font-semibold text-gray-900 mt-1 font-mono">{formData.dealerCode}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Dealer Name</Label>
<p className="font-semibold text-gray-900 mt-1">{formData.dealerName}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Email</Label>
<p className="text-gray-900 mt-1">{formData.dealerEmail}</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Phone</Label>
<p className="text-gray-900 mt-1">{formData.dealerPhone}</p>
</div>
{formData.dealerAddress && (
<div className="col-span-2">
<Label className="text-xs text-gray-600 uppercase tracking-wider">Address</Label>
<p className="text-gray-900 mt-1">{formData.dealerAddress}</p>
</div>
)}
</div>
</CardContent>
</Card>
{/* Date & Location */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-purple-50 to-pink-50">
<CardTitle className="flex items-center gap-2">
<CalendarIcon className="w-5 h-5 text-purple-600" />
Date & Location
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Date</Label>
<p className="font-semibold text-gray-900 mt-1">
{formData.activityDate ? format(formData.activityDate, 'PPP') : 'N/A'}
</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Location</Label>
<div className="flex items-center gap-2 mt-1">
<MapPin className="w-4 h-4 text-gray-500" />
<p className="font-semibold text-gray-900">{formData.location}</p>
</div>
</div>
{formData.estimatedBudget && (
<div className="col-span-2">
<Label className="text-xs text-gray-600 uppercase tracking-wider">Estimated Budget</Label>
<p className="text-xl font-bold text-blue-900 mt-1">{formData.estimatedBudget}</p>
</div>
)}
</div>
</CardContent>
</Card>
{/* Request Details */}
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-orange-50 to-amber-50">
<CardTitle className="flex items-center gap-2">
<FileText className="w-5 h-5 text-orange-600" />
Request Details
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Brief Requirement</Label>
<div className="mt-2 p-4 bg-gray-50 rounded-lg border">
<p className="text-gray-900 whitespace-pre-wrap">{formData.requestDescription}</p>
</div>
</div>
</CardContent>
</Card>
{/* Period (if provided) */}
{(formData.periodStartDate || formData.periodEndDate) && (
<Card className="border-2">
<CardHeader className="bg-gradient-to-br from-cyan-50 to-blue-50">
<CardTitle className="flex items-center gap-2">
<Clock className="w-5 h-5 text-cyan-600" />
Period
</CardTitle>
</CardHeader>
<CardContent className="pt-6 space-y-4">
<div className="grid grid-cols-2 gap-6">
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">Start Date</Label>
<p className="font-semibold text-gray-900 mt-1">
{formData.periodStartDate ? format(formData.periodStartDate, 'PPP') : 'Not specified'}
</p>
</div>
<div>
<Label className="text-xs text-gray-600 uppercase tracking-wider">End Date</Label>
<p className="font-semibold text-gray-900 mt-1">
{formData.periodEndDate ? format(formData.periodEndDate, 'PPP') : 'Not specified'}
</p>
</div>
</div>
</CardContent>
</Card>
)}
{/* Confirmation Message */}
<div className="bg-blue-50 border-2 border-blue-200 rounded-lg p-6">
<div className="flex items-start gap-3">
<Info className="w-6 h-6 text-blue-600 flex-shrink-0 mt-0.5" />
<div>
<p className="font-semibold text-blue-900 mb-1">Ready to Submit</p>
<p className="text-sm text-blue-800">
Please review all the information above. Once submitted, your claim request will enter the approval workflow.
</p>
</div>
</div>
</div>
</div>
</motion.div>
);
default:
return null;
}
};
return (
<div className="w-full bg-gradient-to-br from-gray-50 to-gray-100 py-4 sm:py-6 lg:py-8 px-3 sm:px-4 lg:px-6 overflow-y-auto">
<div className="max-w-6xl mx-auto pb-8">
{/* Header */}
<div className="mb-6 sm:mb-8">
<Button
variant="ghost"
onClick={onBack}
className="mb-3 sm:mb-4 gap-2 text-sm sm:text-base"
>
<ArrowLeft className="w-3 h-3 sm:w-4 sm:h-4" />
<span className="hidden sm:inline">Back to Templates</span>
<span className="sm:hidden">Back</span>
</Button>
<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-0">
<div>
<Badge variant="secondary" className="mb-2 text-xs">Claim Management Template</Badge>
<h1 className="text-xl sm:text-2xl lg:text-3xl font-bold text-gray-900">New Claim Request</h1>
<p className="text-sm sm:text-base text-gray-600 mt-1">
Step {currentStep} of {totalSteps}: <span className="hidden sm:inline">{STEP_NAMES[currentStep - 1]}</span>
</p>
</div>
</div>
{/* Progress Bar */}
<div className="mt-4 sm:mt-6">
<Progress value={(currentStep / totalSteps) * 100} className="h-2" />
<div className="flex justify-between mt-2 px-1">
{STEP_NAMES.map((_name, index) => (
<span
key={index}
className={`text-xs sm:text-sm ${
index + 1 <= currentStep ? 'text-blue-600 font-medium' : 'text-gray-400'
}`}
>
{index + 1}
</span>
))}
</div>
</div>
</div>
{/* Step Content */}
<Card className="mb-6 sm:mb-8">
<CardContent className="p-4 sm:p-6 lg:p-8">
<AnimatePresence mode="wait">
{renderStepContent()}
</AnimatePresence>
</CardContent>
</Card>
{/* Navigation */}
<div className="flex flex-col sm:flex-row justify-between gap-3 sm:gap-0 pb-4 sm:pb-0">
<Button
variant="outline"
onClick={prevStep}
disabled={currentStep === 1}
className="gap-2 w-full sm:w-auto order-2 sm:order-1"
>
<ArrowLeft className="w-4 h-4" />
Previous
</Button>
{currentStep < totalSteps ? (
<Button
onClick={nextStep}
disabled={!isStepValid()}
className="gap-2 w-full sm:w-auto order-1 sm:order-2"
>
Next
<ArrowRight className="w-4 h-4" />
</Button>
) : (
<Button
onClick={handleSubmit}
disabled={!isStepValid()}
className="gap-2 bg-green-600 hover:bg-green-700 w-full sm:w-auto order-1 sm:order-2"
>
<Check className="w-4 h-4" />
Submit Claim Request
</Button>
)}
</div>
</div>
</div>
);
}

View File

@ -5,5 +5,389 @@
* Located in: src/dealer-claim/components/request-detail/ * Located in: src/dealer-claim/components/request-detail/
*/ */
// Re-export the original component import { useState, useEffect } from 'react';
export { IOTab } from '@/pages/RequestDetail/components/tabs/IOTab'; import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Badge } from '@/components/ui/badge';
import { DollarSign, Download, CircleCheckBig, Target } from 'lucide-react';
import { toast } from 'sonner';
import { validateIO, updateIODetails, getClaimDetails } from '@/services/dealerClaimApi';
import { useAuth } from '@/contexts/AuthContext';
interface IOTabProps {
request: any;
apiRequest?: any;
onRefresh?: () => void;
}
interface IOBlockedDetails {
ioNumber: string;
blockedAmount: number;
availableBalance: number; // Available amount before block
remainingBalance: number; // Remaining amount after block
blockedDate: string;
blockedBy: string; // User who blocked
sapDocumentNumber: string;
status: 'blocked' | 'released' | 'failed';
}
export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
const { user } = useAuth();
const requestId = apiRequest?.requestId || request?.requestId;
// Load existing IO data from apiRequest or request
const internalOrder = apiRequest?.internalOrder || apiRequest?.internal_order || null;
const existingIONumber = internalOrder?.ioNumber || internalOrder?.io_number || request?.ioNumber || '';
const existingBlockedAmount = internalOrder?.ioBlockedAmount || internalOrder?.io_blocked_amount || 0;
const existingAvailableBalance = internalOrder?.ioAvailableBalance || internalOrder?.io_available_balance || 0;
const existingRemainingBalance = internalOrder?.ioRemainingBalance || internalOrder?.io_remaining_balance || 0;
const sapDocNumber = internalOrder?.sapDocumentNumber || internalOrder?.sap_document_number || '';
// Get organizer user object from association (organizer) or fallback to organizedBy UUID
const organizer = internalOrder?.organizer || null;
const [ioNumber, setIoNumber] = useState(existingIONumber);
const [fetchingAmount, setFetchingAmount] = useState(false);
const [fetchedAmount, setFetchedAmount] = useState<number | null>(null);
const [amountToBlock, setAmountToBlock] = useState<string>('');
const [blockedDetails, setBlockedDetails] = useState<IOBlockedDetails | null>(null);
const [blockingBudget, setBlockingBudget] = useState(false);
// Load existing IO block details from apiRequest
useEffect(() => {
if (internalOrder && existingIONumber && existingBlockedAmount > 0) {
const availableBeforeBlock = Number(existingAvailableBalance) + Number(existingBlockedAmount) || Number(existingAvailableBalance);
// Get blocked by user name from organizer association (who blocked the amount)
// When amount is blocked, organizedBy stores the user who blocked it
const blockedByName = organizer?.displayName ||
organizer?.display_name ||
organizer?.name ||
(organizer?.firstName && organizer?.lastName ? `${organizer.firstName} ${organizer.lastName}`.trim() : null) ||
organizer?.email ||
'Unknown User';
setBlockedDetails({
ioNumber: existingIONumber,
blockedAmount: Number(existingBlockedAmount) || 0,
availableBalance: availableBeforeBlock, // Available amount before block
remainingBalance: Number(existingRemainingBalance) || Number(existingAvailableBalance),
blockedDate: internalOrder.organizedAt || internalOrder.organized_at || new Date().toISOString(),
blockedBy: blockedByName,
sapDocumentNumber: sapDocNumber,
status: (internalOrder.status === 'BLOCKED' ? 'blocked' :
internalOrder.status === 'RELEASED' ? 'released' : 'blocked') as 'blocked' | 'released' | 'failed',
});
setIoNumber(existingIONumber);
// Set fetched amount if available balance exists
if (availableBeforeBlock > 0) {
setFetchedAmount(availableBeforeBlock);
}
}
}, [internalOrder, existingIONumber, existingBlockedAmount, existingAvailableBalance, existingRemainingBalance, sapDocNumber, organizer]);
/**
* Fetch available budget from SAP
* Validates IO number and gets available balance (returns dummy data for now)
* Does not store anything in database - only validates
*/
const handleFetchAmount = async () => {
if (!ioNumber.trim()) {
toast.error('Please enter an IO number');
return;
}
if (!requestId) {
toast.error('Request ID not found');
return;
}
setFetchingAmount(true);
try {
// Call validate IO endpoint - returns dummy data for now, will integrate with SAP later
const ioData = await validateIO(requestId, ioNumber.trim());
if (ioData.isValid && ioData.availableBalance > 0) {
setFetchedAmount(ioData.availableBalance);
// Pre-fill amount to block with available balance
setAmountToBlock(String(ioData.availableBalance));
toast.success(`IO fetched from SAP. Available balance: ₹${ioData.availableBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`);
} else {
toast.error('Invalid IO number or no available balance found');
setFetchedAmount(null);
setAmountToBlock('');
}
} catch (error: any) {
console.error('Failed to fetch IO budget:', error);
const errorMessage = error?.response?.data?.message || error?.message || 'Failed to validate IO number or fetch budget from SAP';
toast.error(errorMessage);
setFetchedAmount(null);
} finally {
setFetchingAmount(false);
}
};
/**
* Block budget in SAP system
*/
const handleBlockBudget = async () => {
if (!ioNumber.trim() || fetchedAmount === null) {
toast.error('Please fetch IO amount first');
return;
}
if (!requestId) {
toast.error('Request ID not found');
return;
}
const blockAmount = parseFloat(amountToBlock);
if (!amountToBlock || isNaN(blockAmount) || blockAmount <= 0) {
toast.error('Please enter a valid amount to block');
return;
}
if (blockAmount > fetchedAmount) {
toast.error('Amount to block exceeds available IO budget');
return;
}
setBlockingBudget(true);
try {
// Call updateIODetails with blockedAmount to block budget in SAP and store in database
// This will store in internal_orders and claim_budget_tracking tables
await updateIODetails(requestId, {
ioNumber: ioNumber.trim(),
ioAvailableBalance: fetchedAmount,
ioBlockedAmount: blockAmount,
ioRemainingBalance: fetchedAmount - blockAmount,
});
// Fetch updated claim details to get the blocked IO data
const claimData = await getClaimDetails(requestId);
const updatedInternalOrder = claimData?.internalOrder || claimData?.internal_order;
if (updatedInternalOrder) {
const currentUser = user as any;
// When blocking, always use the current user who is performing the block action
// The organizer association may be from initial IO organization, but we want who blocked the amount
const blockedByName = currentUser?.displayName ||
currentUser?.display_name ||
currentUser?.name ||
(currentUser?.firstName && currentUser?.lastName ? `${currentUser.firstName} ${currentUser.lastName}`.trim() : null) ||
currentUser?.email ||
'Current User';
const blocked: IOBlockedDetails = {
ioNumber: updatedInternalOrder.ioNumber || updatedInternalOrder.io_number || ioNumber,
blockedAmount: Number(updatedInternalOrder.ioBlockedAmount || updatedInternalOrder.io_blocked_amount || blockAmount),
availableBalance: fetchedAmount, // Available amount before block
remainingBalance: Number(updatedInternalOrder.ioRemainingBalance || updatedInternalOrder.io_remaining_balance || (fetchedAmount - blockAmount)),
blockedDate: updatedInternalOrder.organizedAt || updatedInternalOrder.organized_at || new Date().toISOString(),
blockedBy: blockedByName,
sapDocumentNumber: updatedInternalOrder.sapDocumentNumber || updatedInternalOrder.sap_document_number || '',
status: 'blocked',
};
setBlockedDetails(blocked);
setAmountToBlock(''); // Clear the input
toast.success('IO budget blocked successfully in SAP');
// Refresh request details
onRefresh?.();
} else {
toast.error('IO blocked but failed to fetch updated details');
onRefresh?.();
}
} catch (error: any) {
console.error('Failed to block IO budget:', error);
const errorMessage = error?.response?.data?.message || error?.message || 'Failed to block IO budget in SAP';
toast.error(errorMessage);
} finally {
setBlockingBudget(false);
}
};
return (
<div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
{/* IO Budget Management Card */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<DollarSign className="w-5 h-5 text-[#2d4a3e]" />
IO Budget Management
</CardTitle>
<CardDescription>
Enter IO number to fetch available budget from SAP
</CardDescription>
</CardHeader>
<CardContent className="space-y-6">
{/* IO Number Input */}
<div className="space-y-3">
<Label htmlFor="ioNumber">IO Number *</Label>
<div className="flex gap-2">
<Input
id="ioNumber"
placeholder="Enter IO number (e.g., IO-2024-12345)"
value={ioNumber}
onChange={(e) => setIoNumber(e.target.value)}
disabled={fetchingAmount || !!blockedDetails}
className="flex-1"
/>
<Button
onClick={handleFetchAmount}
disabled={!ioNumber.trim() || fetchingAmount || !!blockedDetails}
className="bg-[#2d4a3e] hover:bg-[#1f3329]"
>
<Download className="w-4 h-4 mr-2" />
{fetchingAmount ? 'Fetching...' : 'Fetch Amount'}
</Button>
</div>
</div>
{/* Fetched Amount Display */}
{fetchedAmount !== null && !blockedDetails && (
<>
<div className="bg-green-50 border-2 border-green-200 rounded-lg p-4">
<div className="flex items-center justify-between">
<div>
<p className="text-xs text-gray-600 uppercase tracking-wide mb-1">Available Amount</p>
<p className="text-2xl font-bold text-green-700">
{fetchedAmount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<CircleCheckBig className="w-8 h-8 text-green-600" />
</div>
<div className="mt-3 pt-3 border-t border-green-200">
<p className="text-xs text-gray-600"><strong>IO Number:</strong> {ioNumber}</p>
<p className="text-xs text-gray-600 mt-1"><strong>Fetched from:</strong> SAP System</p>
</div>
</div>
{/* Amount to Block Input */}
<div className="space-y-3">
<Label htmlFor="blockAmount">Amount to Block *</Label>
<div className="relative">
<span className="absolute left-3 top-1/2 -translate-y-1/2 text-gray-500"></span>
<Input
type="number"
id="blockAmount"
placeholder="Enter amount to block"
min="0"
step="0.01"
value={amountToBlock}
onChange={(e) => setAmountToBlock(e.target.value)}
className="pl-8"
/>
</div>
</div>
{/* Block Button */}
<Button
onClick={handleBlockBudget}
disabled={blockingBudget || !amountToBlock || parseFloat(amountToBlock) <= 0 || parseFloat(amountToBlock) > fetchedAmount}
className="w-full bg-[#2d4a3e] hover:bg-[#1f3329]"
>
<Target className="w-4 h-4 mr-2" />
{blockingBudget ? 'Blocking in SAP...' : 'Block IO in SAP'}
</Button>
</>
)}
</CardContent>
</Card>
{/* IO Blocked Details Card */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<CircleCheckBig className="w-5 h-5 text-green-600" />
IO Blocked Details
</CardTitle>
<CardDescription>
Details of IO blocked in SAP system
</CardDescription>
</CardHeader>
<CardContent>
{blockedDetails ? (
<div className="space-y-4">
{/* Success Banner */}
<div className="bg-green-50 border-2 border-green-500 rounded-lg p-4">
<div className="flex items-start gap-3">
<CircleCheckBig className="w-6 h-6 text-green-600 flex-shrink-0 mt-0.5" />
<div>
<p className="font-semibold text-green-900">IO Blocked Successfully</p>
<p className="text-sm text-green-700 mt-1">Budget has been reserved in SAP system</p>
</div>
</div>
</div>
{/* Blocked Details */}
<div className="border rounded-lg divide-y">
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">IO Number</p>
<p className="text-sm font-semibold text-gray-900">{blockedDetails.ioNumber}</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">SAP Document Number</p>
<p className="text-sm font-semibold text-gray-900">{blockedDetails.sapDocumentNumber || 'N/A'}</p>
</div>
<div className="p-4 bg-green-50">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked Amount</p>
<p className="text-xl font-bold text-green-700">
{blockedDetails.blockedAmount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Available Amount (Before Block)</p>
<p className="text-sm font-medium text-gray-900">
{blockedDetails.availableBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<div className="p-4 bg-blue-50">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Remaining Amount (After Block)</p>
<p className="text-sm font-bold text-blue-700">
{blockedDetails.remainingBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked By</p>
<p className="text-sm font-medium text-gray-900">{blockedDetails.blockedBy}</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked At</p>
<p className="text-sm font-medium text-gray-900">
{new Date(blockedDetails.blockedDate).toLocaleString('en-IN', {
year: 'numeric',
month: 'short',
day: 'numeric',
hour: 'numeric',
minute: 'numeric',
hour12: true
})}
</p>
</div>
<div className="p-4 bg-gray-50">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Status</p>
<Badge className="bg-green-100 text-green-800 border-green-200">
<CircleCheckBig className="w-3 h-3 mr-1" />
Blocked
</Badge>
</div>
</div>
</div>
) : (
<div className="text-center py-12">
<DollarSign className="w-16 h-16 text-gray-300 mx-auto mb-4" />
<p className="text-sm text-gray-500 mb-2">No IO blocked yet</p>
<p className="text-xs text-gray-400">
Enter IO number and fetch amount to block budget
</p>
</div>
)}
</CardContent>
</Card>
</div>
);
}

View File

@ -5,5 +5,117 @@
* Located in: src/dealer-claim/components/request-detail/ * Located in: src/dealer-claim/components/request-detail/
*/ */
// Re-export the original component import {
export { ClaimManagementOverviewTab as DealerClaimOverviewTab } from '@/pages/RequestDetail/components/tabs/ClaimManagementOverviewTab'; ActivityInformationCard,
DealerInformationCard,
ProposalDetailsCard,
RequestInitiatorCard,
} from './claim-cards';
import { isClaimManagementRequest } from '@/utils/claimRequestUtils';
import {
mapToClaimManagementRequest,
determineUserRole,
getRoleBasedVisibility,
type RequestRole,
} from '@/utils/claimDataMapper';
interface ClaimManagementOverviewTabProps {
request: any; // Original request object
apiRequest: any; // API request data
currentUserId: string;
isInitiator: boolean;
onEditClaimAmount?: () => void;
className?: string;
}
export function ClaimManagementOverviewTab({
request: _request,
apiRequest,
currentUserId,
isInitiator: _isInitiator,
onEditClaimAmount: _onEditClaimAmount,
className = '',
}: ClaimManagementOverviewTabProps) {
// Check if this is a claim management request
if (!isClaimManagementRequest(apiRequest)) {
return (
<div className="text-center py-8 text-gray-500">
<p>This is not a claim management request.</p>
</div>
);
}
// Map API data to claim management structure
const claimRequest = mapToClaimManagementRequest(apiRequest, currentUserId);
if (!claimRequest) {
console.warn('[ClaimManagementOverviewTab] Failed to map claim data:', {
apiRequest,
hasClaimDetails: !!apiRequest?.claimDetails,
hasProposalDetails: !!apiRequest?.proposalDetails,
hasCompletionDetails: !!apiRequest?.completionDetails,
});
return (
<div className="text-center py-8 text-gray-500">
<p>Unable to load claim management data.</p>
<p className="text-xs mt-2">Please ensure the request has been properly initialized.</p>
</div>
);
}
// Debug: Log mapped data for troubleshooting
console.debug('[ClaimManagementOverviewTab] Mapped claim data:', {
activityInfo: claimRequest.activityInfo,
dealerInfo: claimRequest.dealerInfo,
hasProposalDetails: !!claimRequest.proposalDetails,
closedExpenses: claimRequest.activityInfo?.closedExpenses,
closedExpensesBreakdown: claimRequest.activityInfo?.closedExpensesBreakdown,
hasDealerCode: !!claimRequest.dealerInfo?.dealerCode,
hasDealerName: !!claimRequest.dealerInfo?.dealerName,
});
// Determine user's role
const userRole: RequestRole = determineUserRole(apiRequest, currentUserId);
// Get visibility settings based on role
const visibility = getRoleBasedVisibility(userRole);
console.debug('[ClaimManagementOverviewTab] User role and visibility:', {
userRole,
visibility,
currentUserId,
showDealerInfo: visibility.showDealerInfo,
dealerInfoPresent: !!(claimRequest.dealerInfo?.dealerCode || claimRequest.dealerInfo?.dealerName),
});
// Extract initiator info from request
// The apiRequest has initiator object with displayName, email, department, phone, etc.
const initiatorInfo = {
name: apiRequest.initiator?.name || apiRequest.initiator?.displayName || apiRequest.initiator?.email || 'Unknown',
role: apiRequest.initiator?.role || apiRequest.initiator?.designation || 'Initiator',
department: apiRequest.initiator?.department || apiRequest.department || '',
email: apiRequest.initiator?.email || 'N/A',
phone: apiRequest.initiator?.phone || apiRequest.initiator?.mobile,
};
return (
<div className={`space-y-6 ${className}`}>
{/* Activity Information - Always visible */}
<ActivityInformationCard activityInfo={claimRequest.activityInfo} />
{/* Dealer Information - Always visible */}
<DealerInformationCard dealerInfo={claimRequest.dealerInfo} />
{/* Proposal Details - Only shown after dealer submits proposal */}
{visibility.showProposalDetails && claimRequest.proposalDetails && (
<ProposalDetailsCard proposalDetails={claimRequest.proposalDetails} />
)}
{/* Request Initiator */}
<RequestInitiatorCard initiatorInfo={initiatorInfo} />
</div>
);
}
// Export as DealerClaimOverviewTab for consistency
export { ClaimManagementOverviewTab as DealerClaimOverviewTab };

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@ -5,7 +5,7 @@
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'; import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { Calendar, MapPin, DollarSign, Receipt } from 'lucide-react'; import { Calendar, MapPin, DollarSign, Receipt } from 'lucide-react';
import { ClaimActivityInfo } from '../../types/claimManagement.types'; import { ClaimActivityInfo } from '@/pages/RequestDetail/types/claimManagement.types';
import { format } from 'date-fns'; import { format } from 'date-fns';
interface ActivityInformationCardProps { interface ActivityInformationCardProps {
@ -173,5 +173,3 @@ export function ActivityInformationCard({ activityInfo, className }: ActivityInf
</Card> </Card>
); );
} }

View File

@ -5,7 +5,7 @@
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'; import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
import { Building, Mail, Phone, MapPin } from 'lucide-react'; import { Building, Mail, Phone, MapPin } from 'lucide-react';
import { DealerInfo } from '../../types/claimManagement.types'; import { DealerInfo } from '@/pages/RequestDetail/types/claimManagement.types';
interface DealerInformationCardProps { interface DealerInformationCardProps {
dealerInfo: DealerInfo; dealerInfo: DealerInfo;
@ -96,5 +96,3 @@ export function DealerInformationCard({ dealerInfo, className }: DealerInformati
</Card> </Card>
); );
} }

View File

@ -157,5 +157,3 @@ export function ProposalDetailsCard({ proposalDetails, className }: ProposalDeta
</Card> </Card>
); );
} }

View File

@ -73,5 +73,3 @@ export function RequestInitiatorCard({ initiatorInfo, className }: RequestInitia
</Card> </Card>
); );
} }

View File

@ -5,8 +5,8 @@
* Located in: src/dealer-claim/components/request-detail/claim-cards/ * Located in: src/dealer-claim/components/request-detail/claim-cards/
*/ */
export { ActivityInformationCard } from '@/pages/RequestDetail/components/claim-cards/ActivityInformationCard'; export { ActivityInformationCard } from './ActivityInformationCard';
export { DealerInformationCard } from '@/pages/RequestDetail/components/claim-cards/DealerInformationCard'; export { DealerInformationCard } from './DealerInformationCard';
export { ProcessDetailsCard } from '@/pages/RequestDetail/components/claim-cards/ProcessDetailsCard'; export { ProcessDetailsCard } from './ProcessDetailsCard';
export { ProposalDetailsCard } from '@/pages/RequestDetail/components/claim-cards/ProposalDetailsCard'; export { ProposalDetailsCard } from './ProposalDetailsCard';
export { RequestInitiatorCard } from '@/pages/RequestDetail/components/claim-cards/RequestInitiatorCard'; export { RequestInitiatorCard } from './RequestInitiatorCard';

View File

@ -267,4 +267,3 @@ export function CreditNoteSAPModal({
</Dialog> </Dialog>
); );
} }

View File

@ -0,0 +1,376 @@
/**
* DMSPushModal Component
* Modal for Step 6: Push to DMS Verification
* Allows user to verify completion details and expenses before pushing to DMS
*/
import { useState, useMemo } from 'react';
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
} from '@/components/ui/dialog';
import { Button } from '@/components/ui/button';
import { Textarea } from '@/components/ui/textarea';
import { Label } from '@/components/ui/label';
import { Badge } from '@/components/ui/badge';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import {
Receipt,
DollarSign,
TriangleAlert,
Activity,
CheckCircle2,
} from 'lucide-react';
import { toast } from 'sonner';
interface ExpenseItem {
description: string;
amount: number;
}
interface CompletionDetails {
activityCompletionDate?: string;
numberOfParticipants?: number;
closedExpenses?: ExpenseItem[];
totalClosedExpenses?: number;
completionDescription?: string;
}
interface IODetails {
ioNumber?: string;
blockedAmount?: number;
availableBalance?: number;
remainingBalance?: number;
}
interface DMSPushModalProps {
isOpen: boolean;
onClose: () => void;
onPush: (comments: string) => Promise<void>;
completionDetails?: CompletionDetails | null;
ioDetails?: IODetails | null;
requestTitle?: string;
requestNumber?: string;
}
export function DMSPushModal({
isOpen,
onClose,
onPush,
completionDetails,
ioDetails,
requestTitle,
requestNumber,
}: DMSPushModalProps) {
const [comments, setComments] = useState('');
const [submitting, setSubmitting] = useState(false);
const commentsChars = comments.length;
const maxCommentsChars = 500;
// Calculate total closed expenses
const totalClosedExpenses = useMemo(() => {
if (completionDetails?.totalClosedExpenses) {
return completionDetails.totalClosedExpenses;
}
if (completionDetails?.closedExpenses && Array.isArray(completionDetails.closedExpenses)) {
return completionDetails.closedExpenses.reduce((sum, item) => {
const amount = typeof item === 'object' ? (item.amount || 0) : 0;
return sum + (Number(amount) || 0);
}, 0);
}
return 0;
}, [completionDetails]);
// Format date
const formatDate = (dateString?: string) => {
if (!dateString) return '—';
try {
const date = new Date(dateString);
return date.toLocaleDateString('en-IN', {
year: 'numeric',
month: 'long',
day: 'numeric',
});
} catch {
return dateString;
}
};
// Format currency
const formatCurrency = (amount: number) => {
return `${amount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
};
const handleSubmit = async () => {
if (!comments.trim()) {
toast.error('Please provide comments before pushing to DMS');
return;
}
try {
setSubmitting(true);
await onPush(comments.trim());
handleReset();
onClose();
} catch (error) {
console.error('Failed to push to DMS:', error);
toast.error('Failed to push to DMS. Please try again.');
} finally {
setSubmitting(false);
}
};
const handleReset = () => {
setComments('');
};
const handleClose = () => {
if (!submitting) {
handleReset();
onClose();
}
};
return (
<Dialog open={isOpen} onOpenChange={handleClose}>
<DialogContent className="max-w-3xl max-h-[90vh] overflow-y-auto">
<DialogHeader>
<div className="flex items-center gap-3 mb-2">
<div className="p-2 rounded-lg bg-indigo-100">
<Activity className="w-6 h-6 text-indigo-600" />
</div>
<div className="flex-1">
<DialogTitle className="font-semibold text-xl">
Push to DMS - Verification
</DialogTitle>
<DialogDescription className="text-sm mt-1">
Review completion details and expenses before pushing to DMS for e-invoice generation
</DialogDescription>
</div>
</div>
{/* Request Info Card */}
<div className="space-y-3 p-4 bg-gray-50 rounded-lg border">
<div className="flex items-center justify-between">
<span className="font-medium text-gray-900">Workflow Step:</span>
<Badge variant="outline" className="font-mono">Step 6</Badge>
</div>
{requestNumber && (
<div>
<span className="font-medium text-gray-900">Request Number:</span>
<p className="text-gray-700 mt-1 font-mono">{requestNumber}</p>
</div>
)}
<div>
<span className="font-medium text-gray-900">Title:</span>
<p className="text-gray-700 mt-1">{requestTitle || '—'}</p>
</div>
<div className="flex items-center gap-2">
<span className="font-medium text-gray-900">Action:</span>
<Badge className="bg-indigo-100 text-indigo-800 border-indigo-200">
<Activity className="w-3 h-3 mr-1" />
PUSH TO DMS
</Badge>
</div>
</div>
</DialogHeader>
<div className="space-y-4">
{/* Completion Details Card */}
{completionDetails && (
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-lg">
<CheckCircle2 className="w-5 h-5 text-green-600" />
Completion Details
</CardTitle>
<CardDescription>
Review activity completion information
</CardDescription>
</CardHeader>
<CardContent className="space-y-3">
{completionDetails.activityCompletionDate && (
<div className="flex items-center justify-between py-2 border-b">
<span className="text-sm text-gray-600">Activity Completion Date:</span>
<span className="text-sm font-semibold text-gray-900">
{formatDate(completionDetails.activityCompletionDate)}
</span>
</div>
)}
{completionDetails.numberOfParticipants !== undefined && (
<div className="flex items-center justify-between py-2 border-b">
<span className="text-sm text-gray-600">Number of Participants:</span>
<span className="text-sm font-semibold text-gray-900">
{completionDetails.numberOfParticipants}
</span>
</div>
)}
{completionDetails.completionDescription && (
<div className="pt-2">
<p className="text-xs text-gray-600 mb-1">Completion Description:</p>
<p className="text-sm text-gray-900">
{completionDetails.completionDescription}
</p>
</div>
)}
</CardContent>
</Card>
)}
{/* Expense Breakdown Card */}
{completionDetails?.closedExpenses && completionDetails.closedExpenses.length > 0 && (
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-lg">
<DollarSign className="w-5 h-5 text-blue-600" />
Expense Breakdown
</CardTitle>
<CardDescription>
Review closed expenses before pushing to DMS
</CardDescription>
</CardHeader>
<CardContent>
<div className="space-y-2">
{completionDetails.closedExpenses.map((expense, index) => (
<div
key={index}
className="flex items-center justify-between py-2 px-3 bg-gray-50 rounded border"
>
<div className="flex-1">
<p className="text-sm font-medium text-gray-900">
{expense.description || `Expense ${index + 1}`}
</p>
</div>
<div className="ml-4">
<p className="text-sm font-semibold text-gray-900">
{formatCurrency(typeof expense === 'object' ? (expense.amount || 0) : 0)}
</p>
</div>
</div>
))}
<div className="flex items-center justify-between py-3 px-3 bg-blue-50 rounded border-2 border-blue-200 mt-3">
<span className="text-sm font-semibold text-gray-900">Total Closed Expenses:</span>
<span className="text-lg font-bold text-blue-700">
{formatCurrency(totalClosedExpenses)}
</span>
</div>
</div>
</CardContent>
</Card>
)}
{/* IO Details Card */}
{ioDetails && ioDetails.ioNumber && (
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2 text-lg">
<Receipt className="w-5 h-5 text-purple-600" />
IO Details
</CardTitle>
<CardDescription>
Internal Order information for budget reference
</CardDescription>
</CardHeader>
<CardContent className="space-y-3">
<div className="flex items-center justify-between py-2 border-b">
<span className="text-sm text-gray-600">IO Number:</span>
<span className="text-sm font-semibold text-gray-900 font-mono">
{ioDetails.ioNumber}
</span>
</div>
{ioDetails.blockedAmount !== undefined && ioDetails.blockedAmount > 0 && (
<div className="flex items-center justify-between py-2 border-b">
<span className="text-sm text-gray-600">Blocked Amount:</span>
<span className="text-sm font-bold text-green-700">
{formatCurrency(ioDetails.blockedAmount)}
</span>
</div>
)}
{ioDetails.remainingBalance !== undefined && (
<div className="flex items-center justify-between py-2">
<span className="text-sm text-gray-600">Remaining Balance:</span>
<span className="text-sm font-semibold text-gray-900">
{formatCurrency(ioDetails.remainingBalance)}
</span>
</div>
)}
</CardContent>
</Card>
)}
{/* Verification Warning */}
<div className="p-3 bg-yellow-50 border border-yellow-200 rounded-lg">
<div className="flex items-start gap-2">
<TriangleAlert className="w-5 h-5 text-yellow-600 flex-shrink-0 mt-0.5" />
<div>
<p className="text-sm font-semibold text-yellow-900">
Please verify all details before pushing to DMS
</p>
<p className="text-xs text-yellow-700 mt-1">
Once pushed, the system will automatically generate an e-invoice and the workflow will proceed to Step 7.
</p>
</div>
</div>
</div>
{/* Comments & Remarks */}
<div className="space-y-1.5">
<Label htmlFor="comment" className="text-sm font-semibold text-gray-900 flex items-center gap-2">
Comments & Remarks <span className="text-red-500">*</span>
</Label>
<Textarea
id="comment"
placeholder="Enter your comments about pushing to DMS (e.g., verified expenses, ready for invoice generation)..."
value={comments}
onChange={(e) => {
const value = e.target.value;
if (value.length <= maxCommentsChars) {
setComments(value);
}
}}
rows={4}
className="text-sm min-h-[80px] resize-none"
/>
<div className="flex items-center justify-between text-xs text-gray-500">
<div className="flex items-center gap-1">
<TriangleAlert className="w-3 h-3" />
Required and visible to all
</div>
<span>{commentsChars}/{maxCommentsChars}</span>
</div>
</div>
</div>
<DialogFooter className="flex flex-col-reverse sm:flex-row sm:justify-end gap-2">
<Button
variant="outline"
onClick={handleClose}
disabled={submitting}
>
Cancel
</Button>
<Button
onClick={handleSubmit}
disabled={!comments.trim() || submitting}
className="bg-indigo-600 hover:bg-indigo-700 text-white"
>
{submitting ? (
'Pushing to DMS...'
) : (
<>
<Activity className="w-4 h-4 mr-2" />
Push to DMS
</>
)}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}

View File

@ -613,4 +613,3 @@ export function DealerCompletionDocumentsModal({
</Dialog> </Dialog>
); );
} }

View File

@ -483,4 +483,3 @@ export function DealerProposalSubmissionModal({
</Dialog> </Dialog>
); );
} }

View File

@ -5,6 +5,7 @@
*/ */
import { useState, useMemo } from 'react'; import { useState, useMemo } from 'react';
import * as React from 'react';
import { import {
Dialog, Dialog,
DialogContent, DialogContent,
@ -32,6 +33,9 @@ interface DeptLeadIOApprovalModalProps {
onReject: (comments: string) => Promise<void>; onReject: (comments: string) => Promise<void>;
requestTitle?: string; requestTitle?: string;
requestId?: string; requestId?: string;
// Pre-filled IO data from IO tab
preFilledIONumber?: string;
preFilledBlockedAmount?: number;
} }
export function DeptLeadIOApprovalModal({ export function DeptLeadIOApprovalModal({
@ -41,13 +45,22 @@ export function DeptLeadIOApprovalModal({
onReject, onReject,
requestTitle, requestTitle,
requestId: _requestId, requestId: _requestId,
preFilledIONumber,
preFilledBlockedAmount,
}: DeptLeadIOApprovalModalProps) { }: DeptLeadIOApprovalModalProps) {
const [actionType, setActionType] = useState<'approve' | 'reject'>('approve'); const [actionType, setActionType] = useState<'approve' | 'reject'>('approve');
const [ioNumber, setIoNumber] = useState(''); const [ioNumber, setIoNumber] = useState(preFilledIONumber || '');
const [ioRemark, setIoRemark] = useState(''); const [ioRemark, setIoRemark] = useState('');
const [comments, setComments] = useState(''); const [comments, setComments] = useState('');
const [submitting, setSubmitting] = useState(false); const [submitting, setSubmitting] = useState(false);
// Update ioNumber when preFilledIONumber changes (when modal opens with new data)
React.useEffect(() => {
if (isOpen && preFilledIONumber) {
setIoNumber(preFilledIONumber);
}
}, [isOpen, preFilledIONumber]);
const ioRemarkChars = ioRemark.length; const ioRemarkChars = ioRemark.length;
const commentsChars = comments.length; const commentsChars = comments.length;
const maxIoRemarkChars = 300; const maxIoRemarkChars = 300;
@ -110,7 +123,7 @@ export function DeptLeadIOApprovalModal({
const handleReset = () => { const handleReset = () => {
setActionType('approve'); setActionType('approve');
setIoNumber(''); setIoNumber(preFilledIONumber || '');
setIoRemark(''); setIoRemark('');
setComments(''); setComments('');
}; };
@ -211,8 +224,26 @@ export function DeptLeadIOApprovalModal({
onChange={(e) => setIoNumber(e.target.value)} onChange={(e) => setIoNumber(e.target.value)}
className="bg-white h-8" className="bg-white h-8"
/> />
{preFilledIONumber && (
<p className="text-xs text-blue-600 mt-1">
Pre-filled from IO tab
</p>
)}
</div> </div>
{/* Blocked Amount Display (if available) */}
{preFilledBlockedAmount !== undefined && preFilledBlockedAmount > 0 && (
<div className="p-2 bg-green-50 border border-green-200 rounded">
<div className="flex items-center justify-between">
<span className="text-xs font-semibold text-gray-700">Blocked Amount:</span>
<span className="text-sm font-bold text-green-700">
{preFilledBlockedAmount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</span>
</div>
<p className="text-xs text-gray-600 mt-1">Amount already blocked in SAP from IO tab</p>
</div>
)}
{/* IO Remark */} {/* IO Remark */}
<div className="space-y-1"> <div className="space-y-1">
<Label htmlFor="ioRemark" className="text-sm font-semibold text-gray-900 flex items-center gap-2"> <Label htmlFor="ioRemark" className="text-sm font-semibold text-gray-900 flex items-center gap-2">
@ -301,4 +332,3 @@ export function DeptLeadIOApprovalModal({
</Dialog> </Dialog>
); );
} }

View File

@ -192,5 +192,3 @@ export function EditClaimAmountModal({
</Dialog> </Dialog>
); );
} }

View File

@ -440,4 +440,3 @@ export function InitiatorProposalApprovalModal({
</Dialog> </Dialog>
); );
} }

View File

@ -5,10 +5,11 @@
* Located in: src/dealer-claim/components/request-detail/modals/ * Located in: src/dealer-claim/components/request-detail/modals/
*/ */
export { CreditNoteSAPModal } from '@/pages/RequestDetail/components/modals/CreditNoteSAPModal'; export { CreditNoteSAPModal } from './CreditNoteSAPModal';
export { DealerCompletionDocumentsModal } from '@/pages/RequestDetail/components/modals/DealerCompletionDocumentsModal'; export { DealerCompletionDocumentsModal } from './DealerCompletionDocumentsModal';
export { DealerProposalSubmissionModal } from '@/pages/RequestDetail/components/modals/DealerProposalSubmissionModal'; export { DealerProposalSubmissionModal } from './DealerProposalSubmissionModal';
export { DeptLeadIOApprovalModal } from '@/pages/RequestDetail/components/modals/DeptLeadIOApprovalModal'; export { DeptLeadIOApprovalModal } from './DeptLeadIOApprovalModal';
export { EditClaimAmountModal } from '@/pages/RequestDetail/components/modals/EditClaimAmountModal'; export { DMSPushModal } from './DMSPushModal';
export { EmailNotificationTemplateModal } from '@/pages/RequestDetail/components/modals/EmailNotificationTemplateModal'; export { EditClaimAmountModal } from './EditClaimAmountModal';
export { InitiatorProposalApprovalModal } from '@/pages/RequestDetail/components/modals/InitiatorProposalApprovalModal'; export { EmailNotificationTemplateModal } from './EmailNotificationTemplateModal';
export { InitiatorProposalApprovalModal } from './InitiatorProposalApprovalModal';

View File

@ -139,30 +139,43 @@ function DealerClaimRequestDetailInner({ requestId: propRequestId, onBack, dynam
); );
// Determine if user is department lead (whoever is in step 3 / approval level 3) // Determine if user is department lead (whoever is in step 3 / approval level 3)
const approvalLevels = apiRequest?.approvalLevels || []; // Use approvalFlow (transformed) or approvals (raw) - both have step/levelNumber
const step3Level = approvalLevels.find((level: any) => const approvalFlow = apiRequest?.approvalFlow || [];
const approvals = apiRequest?.approvals || [];
// Try to find Step 3 from approvalFlow first (has 'step' property), then from approvals (has 'levelNumber')
const step3Level = approvalFlow.find((level: any) =>
(level.step || level.levelNumber || level.level_number) === 3
) || approvals.find((level: any) =>
(level.levelNumber || level.level_number) === 3 (level.levelNumber || level.level_number) === 3
); );
const deptLeadUserId = step3Level?.approverId || step3Level?.approver?.userId;
const deptLeadEmail = (step3Level?.approverEmail || step3Level?.approver?.email || step3Level?.approverEmail || '').toLowerCase().trim();
const deptLeadUserId = step3Level?.approverId || step3Level?.approver_id || step3Level?.approver?.userId;
const deptLeadEmail = (step3Level?.approverEmail || step3Level?.approver_email || step3Level?.approver?.email || '').toLowerCase().trim();
// User is department lead if they match the Step 3 approver (regardless of status)
const isDeptLead = (deptLeadUserId && deptLeadUserId === currentUserId) || const isDeptLead = (deptLeadUserId && deptLeadUserId === currentUserId) ||
(deptLeadEmail && currentUserEmail && deptLeadEmail === currentUserEmail); (deptLeadEmail && currentUserEmail && deptLeadEmail === currentUserEmail);
const step3Status = step3Level?.status ? String(step3Level.status).toUpperCase() : ''; const step3Status = step3Level?.status ? String(step3Level.status).toUpperCase() : '';
const isStep3PendingOrInProgress = step3Status === 'PENDING' || const isStep3PendingOrInProgress = step3Status === 'PENDING' ||
step3Status === 'IN_PROGRESS'; step3Status === 'IN_PROGRESS' ||
step3Status === 'PAUSED';
const currentLevel = apiRequest?.currentLevel || apiRequest?.current_level || 0; const currentLevel = apiRequest?.currentLevel || apiRequest?.current_level || apiRequest?.currentStep || 0;
const isStep3CurrentLevel = currentLevel === 3; const isStep3CurrentLevel = currentLevel === 3;
// User is current approver for Step 3 if Step 3 is active and they are the approver
const isStep3CurrentApprover = step3Level && isStep3PendingOrInProgress && isStep3CurrentLevel && ( const isStep3CurrentApprover = step3Level && isStep3PendingOrInProgress && isStep3CurrentLevel && (
(deptLeadUserId && deptLeadUserId === currentUserId) || (deptLeadUserId && deptLeadUserId === currentUserId) ||
(deptLeadEmail && currentUserEmail && deptLeadEmail === currentUserEmail) (deptLeadEmail && currentUserEmail && deptLeadEmail === currentUserEmail)
); );
// IO tab visibility for dealer claims // IO tab visibility for dealer claims
const showIOTab = isUserInitiator || isDeptLead || isStep3CurrentApprover; // Show IO tab if user is initiator, department lead (Step 3 approver), or current Step 3 approver
// Also show if Step 3 has been approved (to view IO details)
const isStep3Approved = step3Status === 'APPROVED';
const showIOTab = isUserInitiator || isDeptLead || isStep3CurrentApprover || isStep3Approved;
const { const {
mergedMessages, mergedMessages,

View File

@ -558,6 +558,19 @@ export function useRequestDetails(
proposalDetails = claimData.proposalDetails || claimData.proposal_details; proposalDetails = claimData.proposalDetails || claimData.proposal_details;
completionDetails = claimData.completionDetails || claimData.completion_details; completionDetails = claimData.completionDetails || claimData.completion_details;
internalOrder = claimData.internalOrder || claimData.internal_order || null; internalOrder = claimData.internalOrder || claimData.internal_order || null;
// New normalized tables
const budgetTracking = claimData.budgetTracking || claimData.budget_tracking || null;
const invoice = claimData.invoice || null;
const creditNote = claimData.creditNote || claimData.credit_note || null;
const completionExpenses = claimData.completionExpenses || claimData.completion_expenses || null;
// Store new fields in claimDetails for backward compatibility and easy access
if (claimDetails) {
(claimDetails as any).budgetTracking = budgetTracking;
(claimDetails as any).invoice = invoice;
(claimDetails as any).creditNote = creditNote;
(claimDetails as any).completionExpenses = completionExpenses;
}
console.debug('[useRequestDetails] Initial load - Extracted details:', { console.debug('[useRequestDetails] Initial load - Extracted details:', {
hasClaimDetails: !!claimDetails, hasClaimDetails: !!claimDetails,
@ -565,6 +578,10 @@ export function useRequestDetails(
hasProposalDetails: !!proposalDetails, hasProposalDetails: !!proposalDetails,
hasCompletionDetails: !!completionDetails, hasCompletionDetails: !!completionDetails,
hasInternalOrder: !!internalOrder, hasInternalOrder: !!internalOrder,
hasBudgetTracking: !!budgetTracking,
hasInvoice: !!invoice,
hasCreditNote: !!creditNote,
hasCompletionExpenses: Array.isArray(completionExpenses) && completionExpenses.length > 0,
}); });
} }
} catch (error: any) { } catch (error: any) {
@ -614,6 +631,11 @@ export function useRequestDetails(
proposalDetails: proposalDetails || null, proposalDetails: proposalDetails || null,
completionDetails: completionDetails || null, completionDetails: completionDetails || null,
internalOrder: internalOrder || null, internalOrder: internalOrder || null,
// New normalized tables (also available via claimDetails for backward compatibility)
budgetTracking: (claimDetails as any)?.budgetTracking || null,
invoice: (claimDetails as any)?.invoice || null,
creditNote: (claimDetails as any)?.creditNote || null,
completionExpenses: (claimDetails as any)?.completionExpenses || null,
}; };
setApiRequest(mapped); setApiRequest(mapped);

View File

@ -61,6 +61,32 @@ export function ClosedRequestCard({ request, onViewRequest }: ClosedRequestCardP
> >
{request.priority} {request.priority}
</Badge> </Badge>
{/* Template Type Badge */}
{(() => {
const templateType = (request as any)?.templateType || (request as any)?.template_type || '';
const templateTypeUpper = templateType?.toUpperCase() || '';
// Direct mapping from templateType
let templateLabel = 'Custom';
let templateColor = 'bg-purple-100 !text-purple-600 border-purple-200';
if (templateTypeUpper === 'DEALER CLAIM') {
templateLabel = 'Claim Management';
templateColor = 'bg-blue-100 !text-blue-700 border-blue-200';
} else if (templateTypeUpper === 'TEMPLATE') {
templateLabel = 'Template';
}
return (
<Badge
variant="outline"
className={`${templateColor} text-xs px-2.5 py-0.5 shrink-0 hidden md:inline-flex`}
data-testid="template-type-badge"
>
{templateLabel}
</Badge>
);
})()}
</div> </div>
{/* Title */} {/* Title */}

View File

@ -5,7 +5,7 @@
import { Card, CardContent } from '@/components/ui/card'; import { Card, CardContent } from '@/components/ui/card';
import { Badge } from '@/components/ui/badge'; import { Badge } from '@/components/ui/badge';
import { ArrowRight, User, TrendingUp, Clock, FileText, Pause } from 'lucide-react'; import { ArrowRight, User, TrendingUp, Clock, Pause } from 'lucide-react';
import { motion } from 'framer-motion'; import { motion } from 'framer-motion';
import { MyRequest } from '../types/myRequests.types'; import { MyRequest } from '../types/myRequests.types';
import { getPriorityConfig, getStatusConfig } from '../utils/configMappers'; import { getPriorityConfig, getStatusConfig } from '../utils/configMappers';
@ -97,16 +97,32 @@ export function RequestCard({ request, index, onViewRequest }: RequestCardProps)
<PriorityIcon className="w-3 h-3 mr-1" /> <PriorityIcon className="w-3 h-3 mr-1" />
{request.priority} {request.priority}
</Badge> </Badge>
{request.templateType && ( {/* Template Type Badge */}
<Badge {(() => {
variant="secondary" const templateType = request?.templateType || (request as any)?.template_type || '';
className="bg-purple-100 text-purple-700 text-xs shrink-0 hidden sm:inline-flex" const templateTypeUpper = templateType?.toUpperCase() || '';
data-testid="template-badge"
> // Direct mapping from templateType
<FileText className="w-3 h-3 mr-1" /> let templateLabel = 'Custom';
Template: {request.templateName} let templateColor = 'bg-purple-100 !text-purple-600 border-purple-200';
</Badge>
)} if (templateTypeUpper === 'DEALER CLAIM') {
templateLabel = 'Claim Management';
templateColor = 'bg-blue-100 !text-blue-700 border-blue-200';
} else if (templateTypeUpper === 'TEMPLATE') {
templateLabel = 'Template';
}
return (
<Badge
variant="outline"
className={`${templateColor} font-medium text-xs shrink-0`}
data-testid="template-type-badge"
>
{templateLabel}
</Badge>
);
})()}
</div> </div>
<p className="text-xs sm:text-sm text-gray-600 mb-2 sm:mb-3 line-clamp-2 leading-relaxed" data-testid="request-description"> <p className="text-xs sm:text-sm text-gray-600 mb-2 sm:mb-3 line-clamp-2 leading-relaxed" data-testid="request-description">
{stripHtmlTags(request.description || '') || 'No description provided'} {stripHtmlTags(request.description || '') || 'No description provided'}

View File

@ -16,6 +16,7 @@ export interface MyRequest {
currentApprover?: string; currentApprover?: string;
approverLevel?: string; approverLevel?: string;
templateType?: string; templateType?: string;
workflowType?: string;
templateName?: string; templateName?: string;
pauseInfo?: { pauseInfo?: {
isPaused: boolean; isPaused: boolean;

View File

@ -29,8 +29,9 @@ export function transformRequest(req: any): MyRequest {
: req.currentStep && req.totalSteps : req.currentStep && req.totalSteps
? `${req.currentStep} of ${req.totalSteps}` ? `${req.currentStep} of ${req.totalSteps}`
: '—', : '—',
templateType: req.templateType, templateType: req.templateType || req.template_type,
templateName: req.templateName, workflowType: req.workflowType || req.workflow_type,
templateName: req.templateName || req.template_name,
}; };
} }

View File

@ -28,6 +28,7 @@ interface Request {
currentLevelSLA?: any; // Backend-provided SLA for current level currentLevelSLA?: any; // Backend-provided SLA for current level
isPaused?: boolean; // Pause status isPaused?: boolean; // Pause status
pauseInfo?: any; // Pause details pauseInfo?: any; // Pause details
templateType?: string; // Template type for badge display
} }
interface OpenRequestsProps { interface OpenRequestsProps {
@ -178,6 +179,7 @@ export function OpenRequests({ onViewRequest }: OpenRequestsProps) {
approvalStep: r.currentLevel ? `Step ${r.currentLevel} of ${r.totalLevels || '?'}` : undefined, approvalStep: r.currentLevel ? `Step ${r.currentLevel} of ${r.totalLevels || '?'}` : undefined,
department: r.department, department: r.department,
currentLevelSLA: r.currentLevelSLA, // ← Backend-calculated current level SLA currentLevelSLA: r.currentLevelSLA, // ← Backend-calculated current level SLA
templateType: r.templateType || r.template_type, // ← Template type for badge display
}; };
}); });
setItems(mapped); setItems(mapped);
@ -458,6 +460,32 @@ export function OpenRequests({ onViewRequest }: OpenRequestsProps) {
> >
{request.priority} {request.priority}
</Badge> </Badge>
{/* Template Type Badge */}
{(() => {
const templateType = (request as any)?.templateType || (request as any)?.template_type || '';
const templateTypeUpper = templateType?.toUpperCase() || '';
// Direct mapping from templateType
let templateLabel = 'Custom';
let templateColor = 'bg-purple-100 !text-purple-600 border-purple-200';
if (templateTypeUpper === 'DEALER CLAIM') {
templateLabel = 'Claim Management';
templateColor = 'bg-blue-100 !text-blue-700 border-blue-200';
} else if (templateTypeUpper === 'TEMPLATE') {
templateLabel = 'Template';
}
return (
<Badge
variant="outline"
className={`${templateColor} text-xs px-2.5 py-0.5 shrink-0 hidden md:inline-flex`}
data-testid="template-type-badge"
>
{templateLabel}
</Badge>
);
})()}
</div> </div>
{/* Title */} {/* Title */}

View File

@ -10,7 +10,7 @@ import { UserPlus, Eye, CheckCircle, XCircle, Share2, Pause, Play, AlertCircle }
import { getSharedRecipients, type SharedRecipient } from '@/services/summaryApi'; import { getSharedRecipients, type SharedRecipient } from '@/services/summaryApi';
import { useAuth } from '@/contexts/AuthContext'; import { useAuth } from '@/contexts/AuthContext';
import notificationApi, { type Notification } from '@/services/notificationApi'; import notificationApi, { type Notification } from '@/services/notificationApi';
import { ProcessDetailsCard } from './claim-cards'; import { ProcessDetailsCard } from '@/dealer-claim/components/request-detail/claim-cards';
import { isClaimManagementRequest } from '@/utils/claimRequestUtils'; import { isClaimManagementRequest } from '@/utils/claimRequestUtils';
import { determineUserRole, getRoleBasedVisibility, mapToClaimManagementRequest } from '@/utils/claimDataMapper'; import { determineUserRole, getRoleBasedVisibility, mapToClaimManagementRequest } from '@/utils/claimDataMapper';

View File

@ -50,7 +50,7 @@ export function RequestDetailHeader({ request, refreshing, onBack, onRefresh, on
<h1 className="text-sm sm:text-base md:text-lg font-bold text-gray-900 truncate" data-testid="request-id"> <h1 className="text-sm sm:text-base md:text-lg font-bold text-gray-900 truncate" data-testid="request-id">
{request.id || 'N/A'} {request.id || 'N/A'}
</h1> </h1>
{/* Priority and Status Badges */} {/* Priority, Status, and Template Type Badges */}
<div className="flex flex-wrap items-center gap-1.5 sm:gap-2"> <div className="flex flex-wrap items-center gap-1.5 sm:gap-2">
<Badge <Badge
className={`${priorityConfig.color} rounded-full px-2 sm:px-3 text-xs capitalize shrink-0`} className={`${priorityConfig.color} rounded-full px-2 sm:px-3 text-xs capitalize shrink-0`}
@ -66,6 +66,26 @@ export function RequestDetailHeader({ request, refreshing, onBack, onRefresh, on
> >
{statusConfig.label} {statusConfig.label}
</Badge> </Badge>
{/* Template Type Badge */}
{(() => {
const workflowType = request?.workflowType || request?.workflow_type;
const templateType = request?.templateType || request?.template_type;
const isClaimManagement = workflowType === 'CLAIM_MANAGEMENT' || templateType === 'claim-management';
const templateLabel = isClaimManagement ? 'Claim Management' : 'Custom';
const templateColor = isClaimManagement
? 'bg-blue-100 !text-blue-700 border-blue-200'
: 'bg-purple-100 !text-purple-600 border-purple-200';
return (
<Badge
className={`${templateColor} rounded-full px-2 sm:px-3 text-xs shrink-0`}
variant="outline"
data-testid="template-type-badge"
>
{templateLabel}
</Badge>
);
})()}
</div> </div>
</div> </div>
</div> </div>

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@ -1,12 +0,0 @@
/**
* Claim Management Card Components
* Re-export all claim-specific card components for easy imports
*/
export { ActivityInformationCard } from './ActivityInformationCard';
export { DealerInformationCard } from './DealerInformationCard';
export { ProposalDetailsCard } from './ProposalDetailsCard';
export { ProcessDetailsCard } from './ProcessDetailsCard';
export { RequestInitiatorCard } from './RequestInitiatorCard';

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@ -1,219 +0,0 @@
# Credit Note from SAP Modal - Integration Guide
## Overview
The `CreditNoteSAPModal` component is ready for implementation in Step 8 of the dealer claim workflow. This modal allows Finance team to review credit note details (generated from SAP) and send it to the dealer.
## Component Location
**File:** `Re_Figma_Code/src/pages/RequestDetail/components/modals/CreditNoteSAPModal.tsx`
## Features
### Display Sections:
1. **Credit Note Document Card** (Green gradient)
- Royal Enfield branding
- Status badge (Approved/Issued/Sent/Pending)
- Credit Note Number
- Issue Date
2. **Credit Note Amount** (Blue box)
- Large display of credit note amount in ₹
3. **Dealer Information** (Purple box)
- Dealer Name
- Dealer Code
- Activity Name
4. **Reference Details** (Gray box)
- Request ID
- Due Date
5. **Available Actions Info** (Blue info box)
- Explains what Download and Send actions do
### Actions:
- **Download**: Downloads/saves credit note to Documents tab
- **Send to Dealer**: Sends email notification to dealer with credit note attachment
- **Close**: Closes the modal
## Props Interface
```typescript
interface CreditNoteSAPModalProps {
isOpen: boolean;
onClose: () => void;
onDownload?: () => Promise<void>; // Optional: Custom download handler
onSendToDealer?: () => Promise<void>; // Optional: Custom send handler
creditNoteData?: {
creditNoteNumber?: string;
creditNoteDate?: string;
creditNoteAmount?: number;
status?: 'PENDING' | 'APPROVED' | 'ISSUED' | 'SENT';
};
dealerInfo?: {
dealerName?: string;
dealerCode?: string;
dealerEmail?: string;
};
activityName?: string;
requestNumber?: string;
requestId?: string;
dueDate?: string;
}
```
## Integration Steps
### 1. Import the Modal
In `DealerClaimWorkflowTab.tsx`:
```typescript
import { CreditNoteSAPModal } from '../modals/CreditNoteSAPModal';
```
### 2. Add State
```typescript
const [showCreditNoteModal, setShowCreditNoteModal] = useState(false);
```
### 3. Add Button for Step 8
In the workflow steps rendering, add button for Step 8 (Finance):
```typescript
{step.step === 8 && isFinanceUser && (
<Button
className="bg-green-600 hover:bg-green-700"
onClick={() => setShowCreditNoteModal(true)}
>
<Receipt className="w-4 h-4 mr-2" />
View Credit Note
</Button>
)}
```
### 4. Add Modal Component
```typescript
<CreditNoteSAPModal
isOpen={showCreditNoteModal}
onClose={() => setShowCreditNoteModal(false)}
onDownload={handleCreditNoteDownload}
onSendToDealer={handleSendCreditNoteToDealer}
creditNoteData={{
creditNoteNumber: request?.claimDetails?.creditNoteNumber,
creditNoteDate: request?.claimDetails?.creditNoteDate,
creditNoteAmount: request?.claimDetails?.creditNoteAmount,
status: 'APPROVED', // or get from request status
}}
dealerInfo={{
dealerName: request?.claimDetails?.dealerName,
dealerCode: request?.claimDetails?.dealerCode,
dealerEmail: request?.claimDetails?.dealerEmail,
}}
activityName={request?.claimDetails?.activityName}
requestNumber={request?.requestNumber}
requestId={request?.requestId}
dueDate={/* Calculate due date based on business rules */}
/>
```
### 5. Implement Handlers
```typescript
const handleCreditNoteDownload = async () => {
try {
const requestId = request?.id || request?.requestId;
// TODO: Implement download logic
// - Generate/download credit note PDF from SAP
// - Save to Documents tab
// - Create activity log entry
toast.success('Credit note downloaded and saved to Documents');
} catch (error) {
console.error('Failed to download credit note:', error);
throw error;
}
};
const handleSendCreditNoteToDealer = async () => {
try {
const requestId = request?.id || request?.requestId;
const dealerEmail = request?.claimDetails?.dealerEmail;
// TODO: Implement send logic
// - Send email to dealer with credit note attachment
// - Update credit note status to 'SENT'
// - Create activity log entry
// - Possibly approve Step 8
toast.success('Credit note sent to dealer successfully');
} catch (error) {
console.error('Failed to send credit note:', error);
throw error;
}
};
```
## API Integration Points
### Backend Endpoints (to be implemented):
1. **Download Credit Note**
- `GET /api/v1/dealer-claims/:requestId/credit-note/download`
- Returns credit note PDF/document
2. **Send Credit Note to Dealer**
- `POST /api/v1/dealer-claims/:requestId/credit-note/send`
- Sends email notification to dealer
- Updates credit note status
3. **Get Credit Note Details**
- Already available via `getClaimDetails()` API
- Returns `creditNoteNumber`, `creditNoteDate`, `creditNoteAmount` from `claimDetails`
## Data Flow
1. **Credit Note Generation** (Step 7 or Step 8):
- Credit note is generated from SAP/DMS
- Stored in `dealer_claim_details` table
- Fields: `credit_note_number`, `credit_note_date`, `credit_note_amount`
2. **Display in Modal**:
- Modal reads from `request.claimDetails`
- Displays credit note information
- Shows dealer and request details
3. **Actions**:
- Download: Saves credit note to Documents tab
- Send: Emails dealer and updates status
## UI Styling
The modal matches the provided HTML structure:
- ✅ Green gradient card for credit note document
- ✅ Blue box for amount display
- ✅ Purple box for dealer information
- ✅ Gray box for reference details
- ✅ Blue info box for available actions
- ✅ Proper icons (Receipt, Hash, Calendar, DollarSign, Building, FileText, Download, Send)
- ✅ Status badge with checkmark icon
- ✅ Responsive grid layouts
## Status
**Component Created**: Ready for integration
**Integration**: Pending - needs to be added to `DealerClaimWorkflowTab.tsx`
**API Handlers**: Pending - download and send handlers need implementation
**Backend Endpoints**: Pending - download and send endpoints need to be created
## Next Steps
1. Add modal to `DealerClaimWorkflowTab.tsx` when Step 8 is ready
2. Implement download handler (integrate with SAP/DMS)
3. Implement send handler (email notification)
4. Add Step 8 button visibility logic (Finance team only)
5. Test credit note flow end-to-end

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@ -1,170 +0,0 @@
/**
* ClaimManagementOverviewTab Component
* Specialized overview tab for Claim Management requests
* Uses modular card components for flexible rendering based on role and request state
*/
import {
ActivityInformationCard,
DealerInformationCard,
ProposalDetailsCard,
RequestInitiatorCard,
} from '../claim-cards';
import { isClaimManagementRequest } from '@/utils/claimRequestUtils';
import {
mapToClaimManagementRequest,
determineUserRole,
getRoleBasedVisibility,
type RequestRole,
} from '@/utils/claimDataMapper';
interface ClaimManagementOverviewTabProps {
request: any; // Original request object
apiRequest: any; // API request data
currentUserId: string;
isInitiator: boolean;
onEditClaimAmount?: () => void;
className?: string;
}
export function ClaimManagementOverviewTab({
request: _request,
apiRequest,
currentUserId,
isInitiator: _isInitiator,
onEditClaimAmount: _onEditClaimAmount,
className = '',
}: ClaimManagementOverviewTabProps) {
// Check if this is a claim management request
if (!isClaimManagementRequest(apiRequest)) {
return (
<div className="text-center py-8 text-gray-500">
<p>This is not a claim management request.</p>
</div>
);
}
// Map API data to claim management structure
const claimRequest = mapToClaimManagementRequest(apiRequest, currentUserId);
if (!claimRequest) {
console.warn('[ClaimManagementOverviewTab] Failed to map claim data:', {
apiRequest,
hasClaimDetails: !!apiRequest?.claimDetails,
hasProposalDetails: !!apiRequest?.proposalDetails,
hasCompletionDetails: !!apiRequest?.completionDetails,
});
return (
<div className="text-center py-8 text-gray-500">
<p>Unable to load claim management data.</p>
<p className="text-xs mt-2">Please ensure the request has been properly initialized.</p>
</div>
);
}
// Debug: Log mapped data for troubleshooting
console.debug('[ClaimManagementOverviewTab] Mapped claim data:', {
activityInfo: claimRequest.activityInfo,
dealerInfo: claimRequest.dealerInfo,
hasProposalDetails: !!claimRequest.proposalDetails,
closedExpenses: claimRequest.activityInfo?.closedExpenses,
closedExpensesBreakdown: claimRequest.activityInfo?.closedExpensesBreakdown,
hasDealerCode: !!claimRequest.dealerInfo?.dealerCode,
hasDealerName: !!claimRequest.dealerInfo?.dealerName,
});
// Determine user's role
const userRole: RequestRole = determineUserRole(apiRequest, currentUserId);
// Get visibility settings based on role
const visibility = getRoleBasedVisibility(userRole);
console.debug('[ClaimManagementOverviewTab] User role and visibility:', {
userRole,
visibility,
currentUserId,
showDealerInfo: visibility.showDealerInfo,
dealerInfoPresent: !!(claimRequest.dealerInfo?.dealerCode || claimRequest.dealerInfo?.dealerName),
});
// Extract initiator info from request
// The apiRequest has initiator object with displayName, email, department, phone, etc.
const initiatorInfo = {
name: apiRequest.initiator?.name || apiRequest.initiator?.displayName || apiRequest.initiator?.email || 'Unknown',
role: apiRequest.initiator?.role || apiRequest.initiator?.designation || 'Initiator',
department: apiRequest.initiator?.department || apiRequest.department || '',
email: apiRequest.initiator?.email || 'N/A',
phone: apiRequest.initiator?.phone || apiRequest.initiator?.mobile,
};
return (
<div className={`space-y-6 ${className}`}>
{/* Activity Information - Always visible */}
<ActivityInformationCard activityInfo={claimRequest.activityInfo} />
{/* Dealer Information - Always visible */}
<DealerInformationCard dealerInfo={claimRequest.dealerInfo} />
{/* Proposal Details - Only shown after dealer submits proposal */}
{visibility.showProposalDetails && claimRequest.proposalDetails && (
<ProposalDetailsCard proposalDetails={claimRequest.proposalDetails} />
)}
{/* Request Initiator */}
<RequestInitiatorCard initiatorInfo={initiatorInfo} />
</div>
);
}
/**
* Wrapper component that decides whether to show claim management or regular overview
*/
interface AdaptiveOverviewTabProps {
request: any;
apiRequest: any;
currentUserId: string;
isInitiator: boolean;
onEditClaimAmount?: () => void;
// Props for regular overview tab
regularOverviewComponent?: React.ComponentType<any>;
regularOverviewProps?: any;
}
export function AdaptiveOverviewTab({
request,
apiRequest,
currentUserId,
isInitiator,
onEditClaimAmount,
regularOverviewComponent: RegularOverview,
regularOverviewProps,
}: AdaptiveOverviewTabProps) {
// Determine if this is a claim management request
const isClaim = isClaimManagementRequest(apiRequest);
if (isClaim) {
return (
<ClaimManagementOverviewTab
request={request}
apiRequest={apiRequest}
currentUserId={currentUserId}
isInitiator={isInitiator}
onEditClaimAmount={onEditClaimAmount}
/>
);
}
// Render regular overview if provided
if (RegularOverview) {
return <RegularOverview {...regularOverviewProps} />;
}
// Fallback
return (
<div className="text-center py-8 text-gray-500">
<p>No overview available for this request type.</p>
</div>
);
}

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@ -1,311 +0,0 @@
/**
* ClaimManagementWorkflowTab Component
* Displays the 8-step workflow process specific to Claim Management requests
*/
import { Card, CardContent, CardHeader, CardTitle, CardDescription } from '@/components/ui/card';
import { Badge } from '@/components/ui/badge';
import { Button } from '@/components/ui/button';
import {
TrendingUp,
CircleCheckBig,
Clock,
Mail,
Download,
Receipt,
Activity,
AlertCircle,
} from 'lucide-react';
import { format } from 'date-fns';
interface WorkflowStep {
stepNumber: number;
stepName: string;
stepDescription: string;
assignedTo: string;
assignedToType: 'dealer' | 'requestor' | 'department_lead' | 'finance' | 'system';
status: 'pending' | 'in_progress' | 'approved' | 'rejected' | 'skipped';
tatHours: number;
elapsedHours?: number;
remarks?: string;
approvedAt?: string;
approvedBy?: string;
ioDetails?: {
ioNumber: string;
ioRemarks: string;
organisedBy: string;
organisedAt: string;
};
dmsDetails?: {
dmsNumber: string;
dmsRemarks: string;
pushedBy: string;
pushedAt: string;
};
hasEmailNotification?: boolean;
hasDownload?: boolean;
downloadUrl?: string;
}
interface ClaimManagementWorkflowTabProps {
steps: WorkflowStep[];
currentStep: number;
totalSteps?: number;
onViewEmailTemplate?: (stepNumber: number) => void;
onDownloadDocument?: (stepNumber: number, url: string) => void;
className?: string;
}
export function ClaimManagementWorkflowTab({
steps,
currentStep,
totalSteps = 8,
onViewEmailTemplate,
onDownloadDocument,
className = '',
}: ClaimManagementWorkflowTabProps) {
const formatDate = (dateString?: string) => {
if (!dateString) return 'N/A';
try {
return format(new Date(dateString), 'MMM d, yyyy, h:mm a');
} catch {
return dateString;
}
};
const getStepBorderColor = (status: string) => {
switch (status) {
case 'approved':
return 'border-green-500 bg-green-50';
case 'in_progress':
return 'border-blue-500 bg-blue-50';
case 'rejected':
return 'border-red-500 bg-red-50';
case 'pending':
return 'border-gray-300 bg-white';
case 'skipped':
return 'border-gray-400 bg-gray-50';
default:
return 'border-gray-300 bg-white';
}
};
const getStepIconBg = (status: string) => {
switch (status) {
case 'approved':
return 'bg-green-100';
case 'in_progress':
return 'bg-blue-100';
case 'rejected':
return 'bg-red-100';
case 'pending':
return 'bg-gray-100';
case 'skipped':
return 'bg-gray-200';
default:
return 'bg-gray-100';
}
};
const getStepIcon = (status: string) => {
switch (status) {
case 'approved':
return <CircleCheckBig className="w-5 h-5 text-green-600" />;
case 'in_progress':
return <Clock className="w-5 h-5 text-blue-600" />;
case 'rejected':
return <AlertCircle className="w-5 h-5 text-red-600" />;
case 'pending':
return <Clock className="w-5 h-5 text-gray-400" />;
default:
return <Clock className="w-5 h-5 text-gray-400" />;
}
};
const getStatusBadgeColor = (status: string) => {
switch (status) {
case 'approved':
return 'bg-green-100 text-green-800 border-green-200';
case 'in_progress':
return 'bg-blue-100 text-blue-800 border-blue-200';
case 'rejected':
return 'bg-red-100 text-red-800 border-red-200';
case 'pending':
return 'bg-gray-100 text-gray-600 border-gray-200';
case 'skipped':
return 'bg-gray-200 text-gray-700 border-gray-300';
default:
return 'bg-gray-100 text-gray-600 border-gray-200';
}
};
return (
<Card className={className}>
<CardHeader>
<div className="flex items-center justify-between">
<div>
<CardTitle className="leading-none flex items-center gap-2">
<TrendingUp className="w-5 h-5 text-purple-600" />
Claim Management Workflow
</CardTitle>
<CardDescription className="mt-2">
8-Step approval process for dealer claim management
</CardDescription>
</div>
<Badge variant="outline" className="font-medium">
Step {currentStep} of {totalSteps}
</Badge>
</div>
</CardHeader>
<CardContent>
<div className="space-y-4">
{steps.map((step) => (
<div
key={step.stepNumber}
className={`relative p-5 rounded-lg border-2 transition-all ${getStepBorderColor(step.status)}`}
>
{/* Step Content */}
<div className="flex items-start gap-4">
{/* Icon */}
<div className={`p-3 rounded-xl ${getStepIconBg(step.status)}`}>
{getStepIcon(step.status)}
</div>
{/* Step Details */}
<div className="flex-1 min-w-0">
{/* Header Row */}
<div className="flex items-start justify-between gap-4 mb-2">
<div className="flex-1">
<div className="flex items-center gap-2 mb-1">
<h4 className="font-semibold text-gray-900">
Step {step.stepNumber}: {step.stepName}
</h4>
<Badge className={getStatusBadgeColor(step.status)}>
{step.status}
</Badge>
{/* Action Buttons */}
{step.hasEmailNotification && onViewEmailTemplate && (
<Button
variant="ghost"
size="sm"
className="h-6 w-6 p-0 hover:bg-blue-100"
onClick={() => onViewEmailTemplate(step.stepNumber)}
title="View email template"
>
<Mail className="w-3.5 h-3.5 text-blue-600" />
</Button>
)}
{step.hasDownload && onDownloadDocument && step.downloadUrl && (
<Button
variant="ghost"
size="sm"
className="h-6 w-6 p-0 hover:bg-green-100"
onClick={() => onDownloadDocument(step.stepNumber, step.downloadUrl!)}
title="Download E-Invoice"
>
<Download className="w-3.5 h-3.5 text-green-600" />
</Button>
)}
</div>
<p className="text-sm text-gray-600">{step.assignedTo}</p>
<p className="text-sm text-gray-500 mt-2 italic">
{step.stepDescription}
</p>
</div>
{/* TAT Info */}
<div className="text-right">
<p className="text-xs text-gray-500">TAT: {step.tatHours}h</p>
{step.elapsedHours !== undefined && (
<p className="text-xs text-gray-600 font-medium">
Elapsed: {step.elapsedHours}h
</p>
)}
</div>
</div>
{/* Remarks */}
{step.remarks && (
<div className="mt-3 p-3 bg-white rounded-lg border border-gray-200">
<p className="text-sm text-gray-700">{step.remarks}</p>
</div>
)}
{/* IO Details */}
{step.ioDetails && (
<div className="mt-3 p-3 bg-blue-50 rounded-lg border border-blue-200">
<div className="flex items-center gap-2 mb-2">
<Receipt className="w-4 h-4 text-blue-600" />
<p className="text-xs font-semibold text-blue-900 uppercase tracking-wide">
IO Organisation Details
</p>
</div>
<div className="space-y-1.5">
<div className="flex items-center justify-between">
<span className="text-xs text-gray-600">IO Number:</span>
<span className="text-sm font-semibold text-gray-900">
{step.ioDetails.ioNumber}
</span>
</div>
<div className="pt-1.5 border-t border-blue-100">
<p className="text-xs text-gray-600 mb-1">IO Remark:</p>
<p className="text-sm text-gray-900">{step.ioDetails.ioRemarks}</p>
</div>
<div className="pt-1.5 border-t border-blue-100 text-xs text-gray-500">
Organised by {step.ioDetails.organisedBy} on{' '}
{formatDate(step.ioDetails.organisedAt)}
</div>
</div>
</div>
)}
{/* DMS Details */}
{step.dmsDetails && (
<div className="mt-3 p-3 bg-purple-50 rounded-lg border border-purple-200">
<div className="flex items-center gap-2 mb-2">
<Activity className="w-4 h-4 text-purple-600" />
<p className="text-xs font-semibold text-purple-900 uppercase tracking-wide">
DMS Processing Details
</p>
</div>
<div className="space-y-1.5">
<div className="flex items-center justify-between">
<span className="text-xs text-gray-600">DMS Number:</span>
<span className="text-sm font-semibold text-gray-900">
{step.dmsDetails.dmsNumber}
</span>
</div>
<div className="pt-1.5 border-t border-purple-100">
<p className="text-xs text-gray-600 mb-1">DMS Remarks:</p>
<p className="text-sm text-gray-900">{step.dmsDetails.dmsRemarks}</p>
</div>
<div className="pt-1.5 border-t border-purple-100 text-xs text-gray-500">
Pushed by {step.dmsDetails.pushedBy} on{' '}
{formatDate(step.dmsDetails.pushedAt)}
</div>
</div>
</div>
)}
{/* Approval Timestamp */}
{step.approvedAt && (
<p className="text-xs text-gray-500 mt-2">
{step.status === 'approved' ? 'Approved' : 'Updated'} on{' '}
{formatDate(step.approvedAt)}
</p>
)}
</div>
</div>
</div>
))}
</div>
</CardContent>
</Card>
);
}

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@ -1,439 +0,0 @@
/**
* IO Tab Component
*
* Purpose: Handle IO (Internal Order) budget management for dealer claims
* Features:
* - Fetch IO budget from SAP
* - Block IO amount in SAP
* - Display blocked IO details
*/
import { useState, useEffect } from 'react';
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@/components/ui/card';
import { Button } from '@/components/ui/button';
import { Input } from '@/components/ui/input';
import { Label } from '@/components/ui/label';
import { Badge } from '@/components/ui/badge';
import { DollarSign, Download, CircleCheckBig, Target } from 'lucide-react';
import { toast } from 'sonner';
import { validateIO, updateIODetails, getClaimDetails } from '@/services/dealerClaimApi';
import { useAuth } from '@/contexts/AuthContext';
interface IOTabProps {
request: any;
apiRequest?: any;
onRefresh?: () => void;
}
interface IOBlockedDetails {
ioNumber: string;
blockedAmount: number;
availableBalance: number; // Available amount before block
remainingBalance: number; // Remaining amount after block
blockedDate: string;
blockedBy: string; // User who blocked
sapDocumentNumber: string;
status: 'blocked' | 'released' | 'failed';
}
export function IOTab({ request, apiRequest, onRefresh }: IOTabProps) {
const { user } = useAuth();
const requestId = apiRequest?.requestId || request?.requestId;
// Load existing IO data from apiRequest or request
const internalOrder = apiRequest?.internalOrder || apiRequest?.internal_order || null;
const existingIONumber = internalOrder?.ioNumber || internalOrder?.io_number || request?.ioNumber || '';
const existingBlockedAmount = internalOrder?.ioBlockedAmount || internalOrder?.io_blocked_amount || 0;
const existingAvailableBalance = internalOrder?.ioAvailableBalance || internalOrder?.io_available_balance || 0;
const existingRemainingBalance = internalOrder?.ioRemainingBalance || internalOrder?.io_remaining_balance || 0;
const sapDocNumber = internalOrder?.sapDocumentNumber || internalOrder?.sap_document_number || '';
// Get organizer user object from association (organizer) or fallback to organizedBy UUID
const organizer = internalOrder?.organizer || null;
const [ioNumber, setIoNumber] = useState(existingIONumber);
const [fetchingAmount, setFetchingAmount] = useState(false);
const [fetchedAmount, setFetchedAmount] = useState<number | null>(null);
const [amountToBlock, setAmountToBlock] = useState<string>('');
const [blockedDetails, setBlockedDetails] = useState<IOBlockedDetails | null>(null);
const [blockingBudget, setBlockingBudget] = useState(false);
// Load existing IO block details from apiRequest
useEffect(() => {
if (internalOrder && existingIONumber && existingBlockedAmount > 0) {
const availableBeforeBlock = Number(existingAvailableBalance) + Number(existingBlockedAmount) || Number(existingAvailableBalance);
// Get blocked by user name from organizer association (who blocked the amount)
// When amount is blocked, organizedBy stores the user who blocked it
const blockedByName = organizer?.displayName ||
organizer?.display_name ||
organizer?.name ||
(organizer?.firstName && organizer?.lastName ? `${organizer.firstName} ${organizer.lastName}`.trim() : null) ||
organizer?.email ||
'Unknown User';
setBlockedDetails({
ioNumber: existingIONumber,
blockedAmount: Number(existingBlockedAmount) || 0,
availableBalance: availableBeforeBlock, // Available amount before block
remainingBalance: Number(existingRemainingBalance) || Number(existingAvailableBalance),
blockedDate: internalOrder.organizedAt || internalOrder.organized_at || new Date().toISOString(),
blockedBy: blockedByName,
sapDocumentNumber: sapDocNumber,
status: (internalOrder.status === 'BLOCKED' ? 'blocked' :
internalOrder.status === 'RELEASED' ? 'released' : 'blocked') as 'blocked' | 'released' | 'failed',
});
setIoNumber(existingIONumber);
// Set fetched amount if available balance exists
if (availableBeforeBlock > 0) {
setFetchedAmount(availableBeforeBlock);
}
}
}, [internalOrder, existingIONumber, existingBlockedAmount, existingAvailableBalance, existingRemainingBalance, sapDocNumber, organizer]);
/**
* Fetch available budget from SAP
* Validates IO number and gets available balance (returns dummy data for now)
* Does not store anything in database - only validates
*/
const handleFetchAmount = async () => {
if (!ioNumber.trim()) {
toast.error('Please enter an IO number');
return;
}
if (!requestId) {
toast.error('Request ID not found');
return;
}
setFetchingAmount(true);
try {
// Call validate IO endpoint - returns dummy data for now, will integrate with SAP later
const ioData = await validateIO(requestId, ioNumber.trim());
if (ioData.isValid && ioData.availableBalance > 0) {
setFetchedAmount(ioData.availableBalance);
// Pre-fill amount to block with available balance
setAmountToBlock(String(ioData.availableBalance));
toast.success(`IO fetched from SAP. Available balance: ₹${ioData.availableBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`);
} else {
toast.error('Invalid IO number or no available balance found');
setFetchedAmount(null);
setAmountToBlock('');
}
} catch (error: any) {
console.error('Failed to fetch IO budget:', error);
const errorMessage = error?.response?.data?.message || error?.message || 'Failed to validate IO number or fetch budget from SAP';
toast.error(errorMessage);
setFetchedAmount(null);
} finally {
setFetchingAmount(false);
}
};
/**
* Block budget in SAP system
*/
const handleBlockBudget = async () => {
if (!ioNumber.trim() || fetchedAmount === null) {
toast.error('Please fetch IO amount first');
return;
}
if (!requestId) {
toast.error('Request ID not found');
return;
}
const blockAmount = parseFloat(amountToBlock);
if (!amountToBlock || isNaN(blockAmount) || blockAmount <= 0) {
toast.error('Please enter a valid amount to block');
return;
}
if (blockAmount > fetchedAmount) {
toast.error('Amount to block exceeds available IO budget');
return;
}
setBlockingBudget(true);
try {
// Call updateIODetails with blockedAmount to block budget in SAP and store in database
// This will store in internal_orders and claim_budget_tracking tables
await updateIODetails(requestId, {
ioNumber: ioNumber.trim(),
ioAvailableBalance: fetchedAmount,
ioBlockedAmount: blockAmount,
ioRemainingBalance: fetchedAmount - blockAmount,
});
// Fetch updated claim details to get the blocked IO data
const claimData = await getClaimDetails(requestId);
const updatedInternalOrder = claimData?.internalOrder || claimData?.internal_order;
if (updatedInternalOrder) {
const currentUser = user as any;
// When blocking, always use the current user who is performing the block action
// The organizer association may be from initial IO organization, but we want who blocked the amount
const blockedByName = currentUser?.displayName ||
currentUser?.display_name ||
currentUser?.name ||
(currentUser?.firstName && currentUser?.lastName ? `${currentUser.firstName} ${currentUser.lastName}`.trim() : null) ||
currentUser?.email ||
'Current User';
const blocked: IOBlockedDetails = {
ioNumber: updatedInternalOrder.ioNumber || updatedInternalOrder.io_number || ioNumber,
blockedAmount: Number(updatedInternalOrder.ioBlockedAmount || updatedInternalOrder.io_blocked_amount || blockAmount),
availableBalance: fetchedAmount, // Available amount before block
remainingBalance: Number(updatedInternalOrder.ioRemainingBalance || updatedInternalOrder.io_remaining_balance || (fetchedAmount - blockAmount)),
blockedDate: updatedInternalOrder.organizedAt || updatedInternalOrder.organized_at || new Date().toISOString(),
blockedBy: blockedByName,
sapDocumentNumber: updatedInternalOrder.sapDocumentNumber || updatedInternalOrder.sap_document_number || '',
status: 'blocked',
};
setBlockedDetails(blocked);
setAmountToBlock(''); // Clear the input
toast.success('IO budget blocked successfully in SAP');
// Refresh request details
onRefresh?.();
} else {
toast.error('IO blocked but failed to fetch updated details');
onRefresh?.();
}
} catch (error: any) {
console.error('Failed to block IO budget:', error);
const errorMessage = error?.response?.data?.message || error?.message || 'Failed to block IO budget in SAP';
toast.error(errorMessage);
} finally {
setBlockingBudget(false);
}
};
/**
* Release blocked budget
* Note: This functionality may need a separate backend endpoint for releasing IO budget
* For now, we'll call updateIODetails with blockedAmount=0 to release
*/
const handleReleaseBudget = async () => {
if (!blockedDetails || !requestId) {
toast.error('No blocked budget to release');
return;
}
if (!ioNumber.trim()) {
toast.error('IO number not found');
return;
}
try {
// Release budget by setting blockedAmount to 0
// Note: Backend may need a dedicated release endpoint for proper SAP integration
await updateIODetails(requestId, {
ioNumber: ioNumber.trim(),
ioAvailableBalance: blockedDetails.availableBalance + blockedDetails.blockedAmount,
ioBlockedAmount: 0,
ioRemainingBalance: blockedDetails.availableBalance + blockedDetails.blockedAmount,
});
// Clear local state
setBlockedDetails(null);
setFetchedAmount(null);
setIoNumber('');
toast.success('IO budget released successfully');
// Refresh request details
onRefresh?.();
} catch (error: any) {
console.error('Failed to release IO budget:', error);
const errorMessage = error?.response?.data?.message || error?.message || 'Failed to release IO budget';
toast.error(errorMessage);
}
};
return (
<div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
{/* IO Budget Management Card */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<DollarSign className="w-5 h-5 text-[#2d4a3e]" />
IO Budget Management
</CardTitle>
<CardDescription>
Enter IO number to fetch available budget from SAP
</CardDescription>
</CardHeader>
<CardContent className="space-y-6">
{/* IO Number Input */}
<div className="space-y-3">
<Label htmlFor="ioNumber">IO Number *</Label>
<div className="flex gap-2">
<Input
id="ioNumber"
placeholder="Enter IO number (e.g., IO-2024-12345)"
value={ioNumber}
onChange={(e) => setIoNumber(e.target.value)}
disabled={fetchingAmount || !!blockedDetails}
className="flex-1"
/>
<Button
onClick={handleFetchAmount}
disabled={!ioNumber.trim() || fetchingAmount || !!blockedDetails}
className="bg-[#2d4a3e] hover:bg-[#1f3329]"
>
<Download className="w-4 h-4 mr-2" />
{fetchingAmount ? 'Fetching...' : 'Fetch Amount'}
</Button>
</div>
</div>
{/* Fetched Amount Display */}
{fetchedAmount !== null && !blockedDetails && (
<>
<div className="bg-green-50 border-2 border-green-200 rounded-lg p-4">
<div className="flex items-center justify-between">
<div>
<p className="text-xs text-gray-600 uppercase tracking-wide mb-1">Available Amount</p>
<p className="text-2xl font-bold text-green-700">
{fetchedAmount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<CircleCheckBig className="w-8 h-8 text-green-600" />
</div>
<div className="mt-3 pt-3 border-t border-green-200">
<p className="text-xs text-gray-600"><strong>IO Number:</strong> {ioNumber}</p>
<p className="text-xs text-gray-600 mt-1"><strong>Fetched from:</strong> SAP System</p>
</div>
</div>
{/* Amount to Block Input */}
<div className="space-y-3">
<Label htmlFor="blockAmount">Amount to Block *</Label>
<div className="relative">
<span className="absolute left-3 top-1/2 -translate-y-1/2 text-gray-500"></span>
<Input
type="number"
id="blockAmount"
placeholder="Enter amount to block"
min="0"
step="0.01"
value={amountToBlock}
onChange={(e) => setAmountToBlock(e.target.value)}
className="pl-8"
/>
</div>
</div>
{/* Block Button */}
<Button
onClick={handleBlockBudget}
disabled={blockingBudget || !amountToBlock || parseFloat(amountToBlock) <= 0 || parseFloat(amountToBlock) > fetchedAmount}
className="w-full bg-[#2d4a3e] hover:bg-[#1f3329]"
>
<Target className="w-4 h-4 mr-2" />
{blockingBudget ? 'Blocking in SAP...' : 'Block IO in SAP'}
</Button>
</>
)}
</CardContent>
</Card>
{/* IO Blocked Details Card */}
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<CircleCheckBig className="w-5 h-5 text-green-600" />
IO Blocked Details
</CardTitle>
<CardDescription>
Details of IO blocked in SAP system
</CardDescription>
</CardHeader>
<CardContent>
{blockedDetails ? (
<div className="space-y-4">
{/* Success Banner */}
<div className="bg-green-50 border-2 border-green-500 rounded-lg p-4">
<div className="flex items-start gap-3">
<CircleCheckBig className="w-6 h-6 text-green-600 flex-shrink-0 mt-0.5" />
<div>
<p className="font-semibold text-green-900">IO Blocked Successfully</p>
<p className="text-sm text-green-700 mt-1">Budget has been reserved in SAP system</p>
</div>
</div>
</div>
{/* Blocked Details */}
<div className="border rounded-lg divide-y">
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">IO Number</p>
<p className="text-sm font-semibold text-gray-900">{blockedDetails.ioNumber}</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">SAP Document Number</p>
<p className="text-sm font-semibold text-gray-900">{blockedDetails.sapDocumentNumber || 'N/A'}</p>
</div>
<div className="p-4 bg-green-50">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked Amount</p>
<p className="text-xl font-bold text-green-700">
{blockedDetails.blockedAmount.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Available Amount (Before Block)</p>
<p className="text-sm font-medium text-gray-900">
{blockedDetails.availableBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<div className="p-4 bg-blue-50">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Remaining Amount (After Block)</p>
<p className="text-sm font-bold text-blue-700">
{blockedDetails.remainingBalance.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}
</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked By</p>
<p className="text-sm font-medium text-gray-900">{blockedDetails.blockedBy}</p>
</div>
<div className="p-4">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Blocked At</p>
<p className="text-sm font-medium text-gray-900">
{new Date(blockedDetails.blockedDate).toLocaleString('en-IN', {
year: 'numeric',
month: 'short',
day: 'numeric',
hour: 'numeric',
minute: 'numeric',
hour12: true
})}
</p>
</div>
<div className="p-4 bg-gray-50">
<p className="text-xs text-gray-500 uppercase tracking-wide mb-1">Status</p>
<Badge className="bg-green-100 text-green-800 border-green-200">
<CircleCheckBig className="w-3 h-3 mr-1" />
Blocked
</Badge>
</div>
</div>
</div>
) : (
<div className="text-center py-12">
<DollarSign className="w-16 h-16 text-gray-300 mx-auto mb-4" />
<p className="text-sm text-gray-500 mb-2">No IO blocked yet</p>
<p className="text-xs text-gray-400">
Enter IO number and fetch amount to block budget
</p>
</div>
)}
</CardContent>
</Card>
</div>
);
}

View File

@ -96,6 +96,32 @@ export function RequestCard({ request, index, onViewRequest }: RequestCardProps)
<PriorityIcon className="w-3 h-3 mr-1" /> <PriorityIcon className="w-3 h-3 mr-1" />
{request.priority} {request.priority}
</Badge> </Badge>
{/* Template Type Badge */}
{(() => {
const templateType = request?.templateType || (request as any)?.template_type || '';
const templateTypeUpper = templateType?.toUpperCase() || '';
// Direct mapping from templateType
let templateLabel = 'Custom';
let templateColor = 'bg-purple-100 !text-purple-600 border-purple-200';
if (templateTypeUpper === 'DEALER CLAIM') {
templateLabel = 'Claim Management';
templateColor = 'bg-blue-100 !text-blue-700 border-blue-200';
} else if (templateTypeUpper === 'TEMPLATE') {
templateLabel = 'Template';
}
return (
<Badge
variant="outline"
className={`${templateColor} font-medium text-xs shrink-0`}
data-testid="template-type-badge"
>
{templateLabel}
</Badge>
);
})()}
{request.department && ( {request.department && (
<Badge <Badge
variant="secondary" variant="secondary"

View File

@ -62,6 +62,7 @@ export interface ConvertedRequest {
currentApprover: string; currentApprover: string;
approverLevel: string; approverLevel: string;
templateType?: string; templateType?: string;
workflowType?: string;
templateName?: string; templateName?: string;
} }

View File

@ -97,8 +97,9 @@ export function transformRequest(req: any): ConvertedRequest {
createdAt: createdAt, createdAt: createdAt,
currentApprover: currentApprover, currentApprover: currentApprover,
approverLevel: approverLevel, approverLevel: approverLevel,
templateType: req.templateType, templateType: req.templateType || req.template_type,
templateName: req.templateName workflowType: req.workflowType || req.workflow_type,
templateName: req.templateName || req.template_name
}; };
} }

View File

@ -13,7 +13,7 @@
*/ */
import { NavigateFunction } from 'react-router-dom'; import { NavigateFunction } from 'react-router-dom';
import { getRequestDetailRoute, getRequestFlowType, RequestFlowType } from './requestTypeUtils'; import { getRequestDetailRoute, RequestFlowType } from './requestTypeUtils';
export interface RequestNavigationOptions { export interface RequestNavigationOptions {
requestId: string; requestId: string;
@ -33,7 +33,7 @@ export interface RequestNavigationOptions {
* - Status-based routing * - Status-based routing
*/ */
export function navigateToRequest(options: RequestNavigationOptions): void { export function navigateToRequest(options: RequestNavigationOptions): void {
const { requestId, requestTitle, status, request, navigate } = options; const { requestId, status, request, navigate } = options;
// Check if request is a draft - if so, route to edit form instead of detail view // Check if request is a draft - if so, route to edit form instead of detail view
const isDraft = status?.toLowerCase() === 'draft' || status === 'DRAFT'; const isDraft = status?.toLowerCase() === 'draft' || status === 'DRAFT';

View File

@ -77,9 +77,7 @@ export function getRequestFlowType(request: any): RequestFlowType {
/** /**
* Get the route path for a request detail page based on flow type * Get the route path for a request detail page based on flow type
*/ */
export function getRequestDetailRoute(requestId: string, request?: any): string { export function getRequestDetailRoute(requestId: string, _request?: any): string {
const flowType = request ? getRequestFlowType(request) : null;
// For now, all requests use the same route // For now, all requests use the same route
// In the future, you can customize routes per flow type: // In the future, you can customize routes per flow type:
// if (flowType === 'DEALER_CLAIM') { // if (flowType === 'DEALER_CLAIM') {