in pwc implemention implemented upto the invoice genration ui altred to show total amout that may change later afer clarification
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@ -193,7 +193,7 @@ export function ClaimApproverSelectionStep({
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// Only update if there are actual changes (to avoid infinite loops)
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// Only update if there are actual changes (to avoid infinite loops)
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const hasChanges = JSON.stringify(currentApprovers.map(a => ({ level: a.level, originalStepLevel: a.originalStepLevel }))) !==
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const hasChanges = JSON.stringify(currentApprovers.map(a => ({ level: a.level, originalStepLevel: a.originalStepLevel }))) !==
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JSON.stringify(newApprovers.map(a => ({ level: a.level, originalStepLevel: a.originalStepLevel })));
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JSON.stringify(newApprovers.map(a => ({ level: a.level, originalStepLevel: a.originalStepLevel })));
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if (hasChanges) {
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if (hasChanges) {
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updateFormData('approvers', newApprovers);
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updateFormData('approvers', newApprovers);
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@ -876,237 +876,258 @@ export function ClaimApproverSelectionStep({
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<div className="w-px h-3 bg-gray-300"></div>
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<div className="w-px h-3 bg-gray-300"></div>
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</div>
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</div>
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{/* Render additional approvers before this step if any */}
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{/* Render additional approvers before this step if any */}
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{index === 0 && additionalBeforeFirst.map((addApprover: ClaimApprover, addIndex: number) => {
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{index === 0 && additionalBeforeFirst.map((addApprover: ClaimApprover, addIndex: number) => {
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const addDisplayNumber = addIndex + 1; // Number from 1 for first additional approvers
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const addDisplayNumber = addIndex + 1; // Number from 1 for first additional approvers
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return (
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return (
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<div key={`additional-${addApprover.level}`} className="space-y-1">
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<div key={`additional-${addApprover.level}`} className="space-y-1">
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<div className="flex justify-center">
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<div className="flex justify-center">
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<div className="w-px h-3 bg-gray-300"></div>
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<div className="w-px h-3 bg-gray-300"></div>
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</div>
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</div>
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<div className="p-3 rounded-lg border-2 border-purple-200 bg-purple-50">
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<div className="p-3 rounded-lg border-2 border-purple-200 bg-purple-50">
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<div className="flex items-start gap-3">
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<div className="flex items-start gap-3">
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<div className="w-8 h-8 rounded-full flex items-center justify-center flex-shrink-0 bg-purple-600">
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<div className="w-8 h-8 rounded-full flex items-center justify-center flex-shrink-0 bg-purple-600">
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<span className="text-white font-semibold text-sm">{addDisplayNumber}</span>
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<span className="text-white font-semibold text-sm">{addDisplayNumber}</span>
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</div>
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-1 flex-wrap">
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<div className="flex items-center gap-2 mb-1 flex-wrap">
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<span className="font-semibold text-gray-900 text-sm">
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<span className="font-semibold text-gray-900 text-sm">
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Additional Approver
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Additional Approver
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</span>
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</span>
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<Badge variant="outline" className="text-xs bg-purple-50 text-purple-700 border-purple-300">
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<Badge variant="outline" className="text-xs bg-purple-50 text-purple-700 border-purple-300">
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ADDITIONAL
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ADDITIONAL
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</Badge>
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</Badge>
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<Button
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<Button
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type="button"
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type="button"
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variant="ghost"
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variant="ghost"
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size="sm"
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size="sm"
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onClick={() => handleRemoveAdditionalApprover(addApprover.level)}
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onClick={() => handleRemoveAdditionalApprover(addApprover.level)}
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className="h-6 w-6 p-0 text-red-600 hover:text-red-700 hover:bg-red-50"
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className="h-6 w-6 p-0 text-red-600 hover:text-red-700 hover:bg-red-50"
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>
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>
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<X className="w-3 h-3" />
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<X className="w-3 h-3" />
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</Button>
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</Button>
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</div>
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</div>
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<p className="text-xs text-gray-600 mb-2">
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<p className="text-xs text-gray-600 mb-2">
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{addApprover.name || addApprover.email}
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{addApprover.name || addApprover.email}
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</p>
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</p>
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<div className="text-xs text-gray-500">
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<div className="text-xs text-gray-500">
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<div>Email: {addApprover.email}</div>
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<div>Email: {addApprover.email}</div>
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<div>TAT: {addApprover.tat} {addApprover.tatType}</div>
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<div>TAT: {addApprover.tat} {addApprover.tatType}</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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);
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);
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})}
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})}
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<div className={`p-3 rounded-lg border-2 transition-all ${
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<div className={`p-3 rounded-lg border-2 transition-all ${approver.email && approver.userId
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approver.email && approver.userId
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? 'border-green-200 bg-green-50'
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? 'border-green-200 bg-green-50'
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: isPreFilled
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: isPreFilled
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? 'border-blue-200 bg-blue-50'
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? 'border-blue-200 bg-blue-50'
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: 'border-gray-200 bg-gray-50'
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: 'border-gray-200 bg-gray-50'
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}`}>
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}`}>
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<div className="flex items-start gap-3">
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<div className="flex items-start gap-3">
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<div className={`w-8 h-8 rounded-full flex items-center justify-center flex-shrink-0 ${
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<div className={`w-8 h-8 rounded-full flex items-center justify-center flex-shrink-0 ${approver.email && approver.userId
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approver.email && approver.userId
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? 'bg-green-600'
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? 'bg-green-600'
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: isPreFilled
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: isPreFilled
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? 'bg-blue-600'
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? 'bg-blue-600'
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: 'bg-gray-400'
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: 'bg-gray-400'
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}`}>
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}`}>
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<span className="text-white font-semibold text-sm">{currentStepDisplayNumber}</span>
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<span className="text-white font-semibold text-sm">{currentStepDisplayNumber}</span>
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</div>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-1 flex-wrap">
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<span className="font-semibold text-gray-900 text-sm">
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{step.name}
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</span>
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{isLast && (
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<Badge variant="destructive" className="text-xs">FINAL</Badge>
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)}
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{isPreFilled && (
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<Badge variant="outline" className="text-xs">PRE-FILLED</Badge>
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)}
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</div>
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</div>
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<p className="text-xs text-gray-600 mb-2">{step.description}</p>
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<div className="flex-1 min-w-0">
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<div className="flex items-center gap-2 mb-1 flex-wrap">
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<span className="font-semibold text-gray-900 text-sm">
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{step.name}
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</span>
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{isLast && (
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<Badge variant="destructive" className="text-xs">FINAL</Badge>
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)}
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{isPreFilled && (
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<Badge variant="outline" className="text-xs">PRE-FILLED</Badge>
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)}
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</div>
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<p className="text-xs text-gray-600 mb-2">{step.description}</p>
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{isEditable && (
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{isEditable && (() => {
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<div className="space-y-2">
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const isVerified = !!(approver.email && approver.userId);
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<div>
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const isEmpty = !approver.email && !isPreFilled;
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<div className="flex items-center justify-between mb-1">
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<Label htmlFor={`approver-${step.level}`} className="text-xs font-medium">
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return (
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Email Address {!isPreFilled && '*'}
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<div className="space-y-2">
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</Label>
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<div>
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{approver.email && approver.userId && (
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<div className="flex items-center justify-between mb-1">
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<Badge variant="outline" className="text-xs bg-green-50 text-green-700 border-green-300">
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<Label htmlFor={`approver-${step.level}`} className={`text-xs font-bold ${isEmpty ? 'text-blue-900' : isVerified ? 'text-green-900' : 'text-gray-900'
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<CheckCircle className="w-3 h-3 mr-1" />
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}`}>
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Verified
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Approver Email {!isPreFilled && '*'}
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</Badge>
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{isEmpty && <span className="ml-2 text-[10px] font-semibold italic text-blue-600">(Required)</span>}
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)}
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</Label>
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{isVerified && (
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<Badge variant="outline" className="text-xs bg-green-50 text-green-700 border-green-300">
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<CheckCircle className="w-3 h-3 mr-1" />
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Verified
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</Badge>
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)}
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</div>
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<div className="relative">
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<Input
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id={`approver-${step.level}`}
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type="text"
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placeholder={isPreFilled ? approver.email : "@username or email..."}
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value={approver.email || ''}
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onChange={(e) => {
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const newValue = e.target.value;
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if (!isPreFilled) {
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handleApproverEmailChange(step.level, newValue);
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}
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}}
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disabled={isPreFilled || step.isAuto}
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className={`h-9 border-2 transition-all mt-1 w-full text-sm ${isPreFilled
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? 'bg-gray-100/80 border-gray-300 text-gray-700 cursor-not-allowed font-medium'
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: isVerified
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? 'bg-green-50/50 border-green-600 focus:border-green-700 ring-offset-green-50 focus:ring-1 focus:ring-green-100 font-semibold text-gray-900'
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: 'bg-white border-blue-300 shadow-sm shadow-blue-100/50 focus:border-blue-500 focus:ring-1 focus:ring-blue-100 text-gray-900'
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}`}
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/>
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{/* Search suggestions dropdown */}
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{!isPreFilled && !step.isAuto && (userSearchLoading[step.level - 1] || (userSearchResults[step.level - 1]?.length || 0) > 0) && (
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<div className="absolute left-0 right-0 top-full mt-1 z-50 border rounded-md bg-white shadow-lg">
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{userSearchLoading[step.level - 1] ? (
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<div className="p-2 text-xs text-gray-500">Searching...</div>
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) : (
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<ul className="max-h-56 overflow-auto divide-y">
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{userSearchResults[step.level - 1]?.map((u) => (
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<li
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key={u.userId}
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className="p-2 text-sm cursor-pointer hover:bg-gray-50"
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onClick={() => handleUserSelect(step.level, u)}
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>
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<div className="font-medium text-gray-900">{u.displayName || u.email}</div>
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<div className="text-xs text-gray-600">{u.email}</div>
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{u.department && (
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<div className="text-xs text-gray-500">{u.department}</div>
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)}
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</li>
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))}
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</ul>
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)}
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</div>
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)}
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</div>
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{approver.name && (
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<p className="text-xs text-green-600 mt-1">
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Selected: <span className="font-semibold">{approver.name}</span>
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</p>
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)}
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</div>
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<div>
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<Label htmlFor={`tat-${step.level}`} className={`text-xs font-bold ${isEmpty ? 'text-blue-900' : isVerified ? 'text-green-900' : 'text-gray-900'
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}`}>
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TAT (Turn Around Time) *
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</Label>
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<div className="flex items-center gap-2 mt-1">
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<Input
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id={`tat-${step.level}`}
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type="number"
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placeholder={approver.tatType === 'days' ? '7' : '24'}
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min="1"
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max={approver.tatType === 'days' ? '30' : '720'}
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value={approver.tat || ''}
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onChange={(e) => handleTatChange(step.level, parseInt(e.target.value) || '')}
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disabled={step.isAuto}
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className={`h-9 border-2 transition-all flex-1 text-sm ${isPreFilled
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? 'bg-gray-100/80 border-gray-300 text-gray-700 cursor-not-allowed font-medium'
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: isVerified
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? 'bg-green-50/50 border-green-600 focus:border-green-700 focus:ring-1 focus:ring-green-100 font-semibold text-gray-900'
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: 'bg-white border-blue-300 shadow-sm shadow-blue-100/50 focus:border-blue-500 focus:ring-1 focus:ring-blue-100 text-gray-900'
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}`}
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/>
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<Select
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value={approver.tatType || 'hours'}
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onValueChange={(value) => handleTatTypeChange(step.level, value as 'hours' | 'days')}
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disabled={step.isAuto}
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>
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<SelectTrigger className={`w-20 h-9 border-2 transition-all text-sm ${isPreFilled
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? 'bg-gray-100/80 border-gray-300 text-gray-700 cursor-not-allowed'
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: isVerified
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? 'bg-green-50/50 border-green-600 focus:border-green-700 focus:ring-1 focus:ring-green-100 text-gray-900 font-medium'
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: 'bg-white border-blue-300 focus:border-blue-500 focus:ring-1 focus:ring-blue-100 text-gray-900'
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}`}>
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="hours">Hours</SelectItem>
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<SelectItem value="days">Days</SelectItem>
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</SelectContent>
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</Select>
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</div>
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</div>
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</div>
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</div>
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<div className="relative">
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);
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<Input
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})()}
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id={`approver-${step.level}`}
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</div>
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type="text"
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</div>
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placeholder={isPreFilled ? approver.email : "@approver@royalenfield.com"}
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</div>
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value={approver.email || ''}
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onChange={(e) => {
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{/* Render additional approvers after this step */}
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const newValue = e.target.value;
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{additionalApproversAfter.map((addApprover: ClaimApprover, addIndex: number) => {
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if (!isPreFilled) {
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// Additional approvers come after the current step, so they should be numbered after it
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handleApproverEmailChange(step.level, newValue);
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const addDisplayNumber = currentStepDisplayNumber + addIndex + 1;
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}
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return (
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}}
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<div key={`additional-${addApprover.level}`} className="space-y-1">
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disabled={isPreFilled || step.isAuto}
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<div className="flex justify-center">
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className="h-9 border-2 border-gray-300 focus:border-blue-500 mt-1 w-full text-sm"
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<div className="w-px h-3 bg-gray-300"></div>
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/>
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</div>
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{/* Search suggestions dropdown */}
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<div className="p-3 rounded-lg border-2 border-purple-200 bg-purple-50">
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{!isPreFilled && !step.isAuto && (userSearchLoading[step.level - 1] || (userSearchResults[step.level - 1]?.length || 0) > 0) && (
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<div className="flex items-start gap-3">
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<div className="absolute left-0 right-0 top-full mt-1 z-50 border rounded-md bg-white shadow-lg">
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<div className="w-8 h-8 rounded-full flex items-center justify-center flex-shrink-0 bg-purple-600">
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{userSearchLoading[step.level - 1] ? (
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<span className="text-white font-semibold text-sm">{addDisplayNumber}</span>
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<div className="p-2 text-xs text-gray-500">Searching...</div>
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</div>
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) : (
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<div className="flex-1 min-w-0">
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<ul className="max-h-56 overflow-auto divide-y">
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<div className="flex items-center gap-2 mb-1 flex-wrap">
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{userSearchResults[step.level - 1]?.map((u) => (
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<span className="font-semibold text-gray-900 text-sm">
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<li
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{addApprover.stepName || 'Additional Approver'}
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key={u.userId}
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</span>
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className="p-2 text-sm cursor-pointer hover:bg-gray-50"
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<Badge variant="outline" className="text-xs bg-purple-50 text-purple-700 border-purple-300">
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onClick={() => handleUserSelect(step.level, u)}
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ADDITIONAL
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>
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</Badge>
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<div className="font-medium text-gray-900">{u.displayName || u.email}</div>
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{addApprover.email && addApprover.userId && (
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<div className="text-xs text-gray-600">{u.email}</div>
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<Badge variant="outline" className="text-xs bg-green-50 text-green-700 border-green-300">
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{u.department && (
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<CheckCircle className="w-3 h-3 mr-1" />
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<div className="text-xs text-gray-500">{u.department}</div>
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Verified
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)}
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</Badge>
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</li>
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)}
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))}
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<Button
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</ul>
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type="button"
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variant="ghost"
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size="sm"
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onClick={() => handleRemoveAdditionalApprover(addApprover.level)}
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className="h-6 w-6 p-0 text-red-600 hover:text-red-700 hover:bg-red-50"
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>
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<X className="w-3 h-3" />
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</Button>
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</div>
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<p className="text-xs text-gray-600 mb-2">
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{addApprover.name || addApprover.email || 'No approver assigned'}
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</p>
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{addApprover.email && (
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<div className="text-xs text-gray-500 space-y-1">
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<div>Email: {addApprover.email}</div>
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{addApprover.tat && (
|
||||||
|
<div>TAT: {addApprover.tat} {addApprover.tatType}</div>
|
||||||
)}
|
)}
|
||||||
</div>
|
</div>
|
||||||
)}
|
)}
|
||||||
</div>
|
</div>
|
||||||
{approver.name && (
|
|
||||||
<p className="text-xs text-green-600 mt-1">
|
|
||||||
Selected: <span className="font-semibold">{approver.name}</span>
|
|
||||||
</p>
|
|
||||||
)}
|
|
||||||
</div>
|
|
||||||
|
|
||||||
<div>
|
|
||||||
<Label htmlFor={`tat-${step.level}`} className="text-xs font-medium">
|
|
||||||
TAT (Turn Around Time) *
|
|
||||||
</Label>
|
|
||||||
<div className="flex items-center gap-2 mt-1">
|
|
||||||
<Input
|
|
||||||
id={`tat-${step.level}`}
|
|
||||||
type="number"
|
|
||||||
placeholder={approver.tatType === 'days' ? '7' : '24'}
|
|
||||||
min="1"
|
|
||||||
max={approver.tatType === 'days' ? '30' : '720'}
|
|
||||||
value={approver.tat || ''}
|
|
||||||
onChange={(e) => handleTatChange(step.level, parseInt(e.target.value) || '')}
|
|
||||||
disabled={step.isAuto}
|
|
||||||
className="h-9 border-2 border-gray-300 focus:border-blue-500 flex-1 text-sm"
|
|
||||||
/>
|
|
||||||
<Select
|
|
||||||
value={approver.tatType || 'hours'}
|
|
||||||
onValueChange={(value) => handleTatTypeChange(step.level, value as 'hours' | 'days')}
|
|
||||||
disabled={step.isAuto}
|
|
||||||
>
|
|
||||||
<SelectTrigger className="w-20 h-9 border-2 border-gray-300 text-sm">
|
|
||||||
<SelectValue />
|
|
||||||
</SelectTrigger>
|
|
||||||
<SelectContent>
|
|
||||||
<SelectItem value="hours">Hours</SelectItem>
|
|
||||||
<SelectItem value="days">Days</SelectItem>
|
|
||||||
</SelectContent>
|
|
||||||
</Select>
|
|
||||||
</div>
|
|
||||||
</div>
|
</div>
|
||||||
</div>
|
</div>
|
||||||
)}
|
</div>
|
||||||
</div>
|
);
|
||||||
</div>
|
})}
|
||||||
</div>
|
</div>
|
||||||
|
);
|
||||||
{/* Render additional approvers after this step */}
|
|
||||||
{additionalApproversAfter.map((addApprover: ClaimApprover, addIndex: number) => {
|
|
||||||
// Additional approvers come after the current step, so they should be numbered after it
|
|
||||||
const addDisplayNumber = currentStepDisplayNumber + addIndex + 1;
|
|
||||||
return (
|
|
||||||
<div key={`additional-${addApprover.level}`} className="space-y-1">
|
|
||||||
<div className="flex justify-center">
|
|
||||||
<div className="w-px h-3 bg-gray-300"></div>
|
|
||||||
</div>
|
|
||||||
<div className="p-3 rounded-lg border-2 border-purple-200 bg-purple-50">
|
|
||||||
<div className="flex items-start gap-3">
|
|
||||||
<div className="w-8 h-8 rounded-full flex items-center justify-center flex-shrink-0 bg-purple-600">
|
|
||||||
<span className="text-white font-semibold text-sm">{addDisplayNumber}</span>
|
|
||||||
</div>
|
|
||||||
<div className="flex-1 min-w-0">
|
|
||||||
<div className="flex items-center gap-2 mb-1 flex-wrap">
|
|
||||||
<span className="font-semibold text-gray-900 text-sm">
|
|
||||||
{addApprover.stepName || 'Additional Approver'}
|
|
||||||
</span>
|
|
||||||
<Badge variant="outline" className="text-xs bg-purple-50 text-purple-700 border-purple-300">
|
|
||||||
ADDITIONAL
|
|
||||||
</Badge>
|
|
||||||
{addApprover.email && addApprover.userId && (
|
|
||||||
<Badge variant="outline" className="text-xs bg-green-50 text-green-700 border-green-300">
|
|
||||||
<CheckCircle className="w-3 h-3 mr-1" />
|
|
||||||
Verified
|
|
||||||
</Badge>
|
|
||||||
)}
|
|
||||||
<Button
|
|
||||||
type="button"
|
|
||||||
variant="ghost"
|
|
||||||
size="sm"
|
|
||||||
onClick={() => handleRemoveAdditionalApprover(addApprover.level)}
|
|
||||||
className="h-6 w-6 p-0 text-red-600 hover:text-red-700 hover:bg-red-50"
|
|
||||||
>
|
|
||||||
<X className="w-3 h-3" />
|
|
||||||
</Button>
|
|
||||||
</div>
|
|
||||||
<p className="text-xs text-gray-600 mb-2">
|
|
||||||
{addApprover.name || addApprover.email || 'No approver assigned'}
|
|
||||||
</p>
|
|
||||||
{addApprover.email && (
|
|
||||||
<div className="text-xs text-gray-500 space-y-1">
|
|
||||||
<div>Email: {addApprover.email}</div>
|
|
||||||
{addApprover.tat && (
|
|
||||||
<div>TAT: {addApprover.tat} {addApprover.tatType}</div>
|
|
||||||
)}
|
|
||||||
</div>
|
|
||||||
)}
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
</div>
|
|
||||||
);
|
|
||||||
})}
|
|
||||||
</div>
|
|
||||||
);
|
|
||||||
});
|
});
|
||||||
})()}
|
})()}
|
||||||
</CardContent>
|
</CardContent>
|
||||||
|
|||||||
@ -29,6 +29,7 @@ import { toast } from 'sonner';
|
|||||||
import { submitProposal, updateIODetails, submitCompletion, updateEInvoice, sendCreditNoteToDealer } from '@/services/dealerClaimApi';
|
import { submitProposal, updateIODetails, submitCompletion, updateEInvoice, sendCreditNoteToDealer } from '@/services/dealerClaimApi';
|
||||||
import { getWorkflowDetails, approveLevel, rejectLevel, handleInitiatorAction, getWorkflowHistory } from '@/services/workflowApi';
|
import { getWorkflowDetails, approveLevel, rejectLevel, handleInitiatorAction, getWorkflowHistory } from '@/services/workflowApi';
|
||||||
import { uploadDocument } from '@/services/documentApi';
|
import { uploadDocument } from '@/services/documentApi';
|
||||||
|
import { TokenManager } from '@/utils/tokenManager';
|
||||||
|
|
||||||
interface DealerClaimWorkflowTabProps {
|
interface DealerClaimWorkflowTabProps {
|
||||||
request: any;
|
request: any;
|
||||||
@ -69,6 +70,7 @@ interface WorkflowStep {
|
|||||||
};
|
};
|
||||||
einvoiceUrl?: string;
|
einvoiceUrl?: string;
|
||||||
emailTemplateUrl?: string;
|
emailTemplateUrl?: string;
|
||||||
|
levelName?: string;
|
||||||
versionHistory?: {
|
versionHistory?: {
|
||||||
current: any;
|
current: any;
|
||||||
previous: any;
|
previous: any;
|
||||||
@ -329,28 +331,50 @@ export function DealerClaimWorkflowTab({
|
|||||||
// Step title and description mapping based on actual step number (not array index)
|
// Step title and description mapping based on actual step number (not array index)
|
||||||
// This handles cases where approvers are added between steps
|
// This handles cases where approvers are added between steps
|
||||||
const getStepTitle = (stepNumber: number, levelName?: string, approverName?: string): string => {
|
const getStepTitle = (stepNumber: number, levelName?: string, approverName?: string): string => {
|
||||||
|
// Check if this is a legacy workflow (8 steps) or new workflow (5 steps)
|
||||||
|
// Legacy flows have system steps (Activity, E-Invoice, Credit Note) as approval levels
|
||||||
|
const isLegacyFlow = (request?.totalLevels || 0) > 5 || (request?.approvalLevels?.length || 0) > 5;
|
||||||
|
|
||||||
// Use levelName from backend if available (most accurate)
|
// Use levelName from backend if available (most accurate)
|
||||||
// Check if it's an "Additional Approver" - this indicates a dynamically added approver
|
// Check if it's an "Additional Approver" - this indicates a dynamically added approver
|
||||||
if (levelName && levelName.trim()) {
|
if (levelName && levelName.trim()) {
|
||||||
|
const levelNameLower = levelName.toLowerCase();
|
||||||
|
|
||||||
// If it starts with "Additional Approver", use it as-is (it's already formatted)
|
// If it starts with "Additional Approver", use it as-is (it's already formatted)
|
||||||
if (levelName.toLowerCase().includes('additional approver')) {
|
if (levelNameLower.includes('additional approver')) {
|
||||||
|
return levelName;
|
||||||
|
}
|
||||||
|
|
||||||
|
// If levelName is NOT generic "Step X", return it
|
||||||
|
// This fixes the issue where backend sends "Step 1" instead of "Dealer Proposal Submission"
|
||||||
|
if (!/^step\s+\d+$/i.test(levelName)) {
|
||||||
return levelName;
|
return levelName;
|
||||||
}
|
}
|
||||||
// Otherwise use the levelName from backend (preserved from original step)
|
|
||||||
return levelName;
|
|
||||||
}
|
}
|
||||||
|
|
||||||
// Fallback to mapping based on step number
|
// Fallback to mapping based on step number and flow version
|
||||||
const stepTitleMap: Record<number, string> = {
|
const stepTitleMap: Record<number, string> = isLegacyFlow
|
||||||
1: 'Dealer - Proposal Submission',
|
? {
|
||||||
2: 'Requestor Evaluation & Confirmation',
|
// Legacy 8-step flow
|
||||||
3: 'Department Lead Approval',
|
1: 'Dealer - Proposal Submission',
|
||||||
4: 'Activity Creation',
|
2: 'Requestor Evaluation & Confirmation',
|
||||||
5: 'Dealer - Completion Documents',
|
3: 'Department Lead Approval',
|
||||||
6: 'Requestor - Claim Approval',
|
4: 'Activity Creation',
|
||||||
7: 'E-Invoice Generation',
|
5: 'Dealer - Completion Documents',
|
||||||
8: 'Credit Note from SAP',
|
6: 'Requestor - Claim Approval',
|
||||||
};
|
7: 'E-Invoice Generation',
|
||||||
|
8: 'Credit Note from SAP',
|
||||||
|
}
|
||||||
|
: {
|
||||||
|
// New 5-step flow
|
||||||
|
1: 'Dealer - Proposal Submission',
|
||||||
|
2: 'Requestor Evaluation & Confirmation',
|
||||||
|
3: 'Department Lead Approval',
|
||||||
|
4: 'Dealer - Completion Documents',
|
||||||
|
5: 'Requestor - Claim Approval',
|
||||||
|
6: 'E-Invoice Generation',
|
||||||
|
7: 'Credit Note from SAP',
|
||||||
|
};
|
||||||
|
|
||||||
// If step number exists in map, use it
|
// If step number exists in map, use it
|
||||||
if (stepTitleMap[stepNumber]) {
|
if (stepTitleMap[stepNumber]) {
|
||||||
@ -377,6 +401,9 @@ export function DealerClaimWorkflowTab({
|
|||||||
return `Additional approver will review and approve this request.`;
|
return `Additional approver will review and approve this request.`;
|
||||||
}
|
}
|
||||||
|
|
||||||
|
// Check if this is a legacy workflow (8 steps) or new workflow (5 steps)
|
||||||
|
const isLegacyFlow = (request?.totalLevels || 0) > 5 || (request?.approvalLevels?.length || 0) > 5;
|
||||||
|
|
||||||
// Use levelName to determine description (handles shifted steps correctly)
|
// Use levelName to determine description (handles shifted steps correctly)
|
||||||
// This ensures descriptions shift with their steps when approvers are added
|
// This ensures descriptions shift with their steps when approvers are added
|
||||||
if (levelName && levelName.trim()) {
|
if (levelName && levelName.trim()) {
|
||||||
@ -392,6 +419,7 @@ export function DealerClaimWorkflowTab({
|
|||||||
if (levelNameLower.includes('department lead')) {
|
if (levelNameLower.includes('department lead')) {
|
||||||
return 'Department Lead approval. Decision point: Approved? (YES → Budget is blocked in the respective IO for the activity / NO → More clarification required → Request is cancelled)';
|
return 'Department Lead approval. Decision point: Approved? (YES → Budget is blocked in the respective IO for the activity / NO → More clarification required → Request is cancelled)';
|
||||||
}
|
}
|
||||||
|
// Re-added for legacy support
|
||||||
if (levelNameLower.includes('activity creation')) {
|
if (levelNameLower.includes('activity creation')) {
|
||||||
return 'Activity is created. Activity confirmation email is auto-triggered to dealer / requestor / Lead. IO confirmation to be made.';
|
return 'Activity is created. Activity confirmation email is auto-triggered to dealer / requestor / Lead. IO confirmation to be made.';
|
||||||
}
|
}
|
||||||
@ -401,25 +429,37 @@ export function DealerClaimWorkflowTab({
|
|||||||
if (levelNameLower.includes('requestor') && (levelNameLower.includes('claim') || levelNameLower.includes('approval'))) {
|
if (levelNameLower.includes('requestor') && (levelNameLower.includes('claim') || levelNameLower.includes('approval'))) {
|
||||||
return 'Requestor approves the claim in full or can modify the amount. If more information is required, can request additional details from dealer.';
|
return 'Requestor approves the claim in full or can modify the amount. If more information is required, can request additional details from dealer.';
|
||||||
}
|
}
|
||||||
if (levelNameLower.includes('e-invoice') || levelNameLower.includes('invoice generation')) {
|
if (levelNameLower.includes('e-invoice') || levelNameLower.includes('invoice generation') || levelNameLower.includes('dms')) {
|
||||||
return 'E-invoice will be generated through DMS.';
|
return 'E-Invoice will be generated upon settlement initiation.';
|
||||||
}
|
}
|
||||||
if (levelNameLower.includes('credit note') || levelNameLower.includes('sap')) {
|
if (levelNameLower.includes('credit note') || levelNameLower.includes('sap')) {
|
||||||
return 'Got credit note from SAP. Review and send to dealer to complete the claim management process.';
|
return 'Got credit note from SAP. Review and send to dealer to complete the claim management process.';
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
// Fallback to step number mapping (for backwards compatibility)
|
// Fallback to step number mapping depending on flow version
|
||||||
const stepDescriptionMap: Record<number, string> = {
|
const stepDescriptionMap: Record<number, string> = isLegacyFlow
|
||||||
1: 'Dealer submits the proposal for the activity with comments including proposal document with requested details, cost break-up, timeline for closure, and other requests',
|
? {
|
||||||
2: 'Requestor evaluates the request and confirms with comments. Decision point: Confirms? (YES → Continue to Dept Lead / NO → Request is cancelled)',
|
// Legacy 8-step flow
|
||||||
3: 'Department Lead approval. Decision point: Approved? (YES → Budget is blocked in the respective IO for the activity / NO → More clarification required → Request is cancelled)',
|
1: 'Dealer submits the proposal for the activity with comments including proposal document with requested details, cost break-up, timeline for closure, and other requests',
|
||||||
4: 'Activity is created. Activity confirmation email is auto-triggered to dealer / requestor / Lead. IO confirmation to be made.',
|
2: 'Requestor evaluates the request and confirms with comments. Decision point: Confirms? (YES → Continue to Dept Lead / NO → Request is cancelled)',
|
||||||
5: 'Dealer submits the necessary documents upon completion of the activity including document attachments (Zip Folder) and brief description',
|
3: 'Department Lead approval. Decision point: Approved? (YES → Budget is blocked in the respective IO for the activity / NO → More clarification required → Request is cancelled)',
|
||||||
6: 'Requestor approves the claim in full or can modify the amount. If more information is required, can request additional details from dealer.',
|
4: 'Activity is created. Activity confirmation email is auto-triggered to dealer / requestor / Lead. IO confirmation to be made.',
|
||||||
7: 'E-invoice will be generated through DMS.',
|
5: 'Dealer submits the necessary documents upon completion of the activity including document attachments (Zip Folder) and brief description',
|
||||||
8: 'Got credit note from SAP. Review and send to dealer to complete the claim management process.',
|
6: 'Requestor approves the claim in full or can modify the amount. If more information is required, can request additional details from dealer.',
|
||||||
};
|
7: 'E-Invoice will be generated upon settlement initiation.',
|
||||||
|
8: 'Got credit note from SAP. Review and send to dealer to complete the claim management process.',
|
||||||
|
}
|
||||||
|
: {
|
||||||
|
// New 5-step flow
|
||||||
|
1: 'Dealer submits the proposal for the activity with comments including proposal document with requested details, cost break-up, timeline for closure, and other requests',
|
||||||
|
2: 'Requestor evaluates the request and confirms with comments. Decision point: Confirms? (YES → Continue to Dept Lead / NO → Request is cancelled)',
|
||||||
|
3: 'Department Lead approval. Decision point: Approved? (YES → Budget is blocked in the respective IO for the activity / NO → More clarification required → Request is cancelled)',
|
||||||
|
4: 'Dealer submits the necessary documents upon completion of the activity including document attachments (Zip Folder) and brief description',
|
||||||
|
5: 'Requestor approves the claim in full or can modify the amount. If more information is required, can request additional details from dealer.',
|
||||||
|
6: 'E-Invoice will be generated upon settlement initiation.',
|
||||||
|
7: 'Got credit note from SAP. Review and send to dealer to complete the claim management process.',
|
||||||
|
};
|
||||||
|
|
||||||
if (stepDescriptionMap[stepNumber]) {
|
if (stepDescriptionMap[stepNumber]) {
|
||||||
return stepDescriptionMap[stepNumber];
|
return stepDescriptionMap[stepNumber];
|
||||||
@ -845,13 +885,26 @@ export function DealerClaimWorkflowTab({
|
|||||||
await uploadDocument(file, requestId, 'SUPPORTING');
|
await uploadDocument(file, requestId, 'SUPPORTING');
|
||||||
}
|
}
|
||||||
|
|
||||||
// Submit proposal using dealer claim API
|
// Submit proposal using dealer claim API (calculate total from inclusive item totals)
|
||||||
const totalBudget = data.costBreakup.reduce((sum, item) => sum + item.amount, 0);
|
const totalBudget = data.costBreakup.reduce((sum, item: any) => sum + (item.totalAmt || item.amount || 0), 0);
|
||||||
await submitProposal(requestId, {
|
await submitProposal(requestId, {
|
||||||
proposalDocument: data.proposalDocument || undefined,
|
proposalDocument: data.proposalDocument || undefined,
|
||||||
costBreakup: data.costBreakup.map(item => ({
|
costBreakup: data.costBreakup.map((item: any) => ({
|
||||||
description: item.description,
|
description: item.description,
|
||||||
amount: item.amount,
|
amount: item.amount,
|
||||||
|
gstRate: item.gstRate,
|
||||||
|
gstAmt: item.gstAmt,
|
||||||
|
cgstRate: item.cgstRate,
|
||||||
|
cgstAmt: item.cgstAmt,
|
||||||
|
sgstRate: item.sgstRate,
|
||||||
|
sgstAmt: item.sgstAmt,
|
||||||
|
igstRate: item.igstRate,
|
||||||
|
igstAmt: item.igstAmt,
|
||||||
|
utgstRate: item.utgstRate,
|
||||||
|
utgstAmt: item.utgstAmt,
|
||||||
|
cessRate: item.cessRate,
|
||||||
|
cessAmt: item.cessAmt,
|
||||||
|
totalAmt: item.totalAmt
|
||||||
})),
|
})),
|
||||||
totalEstimatedBudget: totalBudget,
|
totalEstimatedBudget: totalBudget,
|
||||||
expectedCompletionDate: data.expectedCompletionDate,
|
expectedCompletionDate: data.expectedCompletionDate,
|
||||||
@ -1106,10 +1159,23 @@ export function DealerClaimWorkflowTab({
|
|||||||
|
|
||||||
const requestId = request.id || request.requestId;
|
const requestId = request.id || request.requestId;
|
||||||
|
|
||||||
// Transform expense items to match API format
|
// Transform expense items to match API format (include GST fields)
|
||||||
const closedExpenses = data.closedExpenses.map(item => ({
|
const closedExpenses = data.closedExpenses.map((item: any) => ({
|
||||||
description: item.description,
|
description: item.description,
|
||||||
amount: item.amount,
|
amount: item.amount,
|
||||||
|
gstRate: item.gstRate,
|
||||||
|
gstAmt: item.gstAmt,
|
||||||
|
cgstRate: item.cgstRate,
|
||||||
|
cgstAmt: item.cgstAmt,
|
||||||
|
sgstRate: item.sgstRate,
|
||||||
|
sgstAmt: item.sgstAmt,
|
||||||
|
igstRate: item.igstRate,
|
||||||
|
igstAmt: item.igstAmt,
|
||||||
|
utgstRate: item.utgstRate,
|
||||||
|
utgstAmt: item.utgstAmt,
|
||||||
|
cessRate: item.cessRate,
|
||||||
|
cessAmt: item.cessAmt,
|
||||||
|
totalAmt: item.totalAmt
|
||||||
}));
|
}));
|
||||||
|
|
||||||
// Submit completion documents using dealer claim API
|
// Submit completion documents using dealer claim API
|
||||||
@ -1145,7 +1211,7 @@ export function DealerClaimWorkflowTab({
|
|||||||
}
|
}
|
||||||
};
|
};
|
||||||
|
|
||||||
// Handle DMS push (Step 6)
|
// Handle E-Invoice generation (Step 6)
|
||||||
const handleDMSPush = async (_comments: string) => {
|
const handleDMSPush = async (_comments: string) => {
|
||||||
try {
|
try {
|
||||||
if (!request?.id && !request?.requestId) {
|
if (!request?.id && !request?.requestId) {
|
||||||
@ -1162,11 +1228,11 @@ export function DealerClaimWorkflowTab({
|
|||||||
});
|
});
|
||||||
|
|
||||||
// Activity is logged by backend service - no need to create work note
|
// Activity is logged by backend service - no need to create work note
|
||||||
toast.success('Pushed to DMS successfully. E-invoice will be generated automatically.');
|
toast.success('E-Invoice generation initiated successfully.');
|
||||||
handleRefresh();
|
handleRefresh();
|
||||||
} catch (error: any) {
|
} catch (error: any) {
|
||||||
console.error('[DealerClaimWorkflowTab] Error pushing to DMS:', error);
|
console.error('[DealerClaimWorkflowTab] Error generating e-invoice:', error);
|
||||||
const errorMessage = error?.response?.data?.message || error?.message || 'Failed to push to DMS. Please try again.';
|
const errorMessage = error?.response?.data?.message || error?.message || 'Failed to generate e-invoice. Please try again.';
|
||||||
toast.error(errorMessage);
|
toast.error(errorMessage);
|
||||||
throw error;
|
throw error;
|
||||||
}
|
}
|
||||||
@ -1381,6 +1447,31 @@ export function DealerClaimWorkflowTab({
|
|||||||
loadCompletionDocuments();
|
loadCompletionDocuments();
|
||||||
}, [request]);
|
}, [request]);
|
||||||
|
|
||||||
|
const handlePreviewInvoice = async () => {
|
||||||
|
try {
|
||||||
|
const requestId = request.id || request.requestId;
|
||||||
|
if (!requestId) {
|
||||||
|
toast.error('Request ID not found');
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Check if invoice exists
|
||||||
|
if (!request.invoice && !request.irn) {
|
||||||
|
toast.error('Invoice not generated yet');
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const token = TokenManager.getAccessToken();
|
||||||
|
// Construct API URL for PDF preview
|
||||||
|
const previewUrl = `${import.meta.env.VITE_API_BASE_URL || 'http://localhost:5000/api/v1'}/dealer-claims/${requestId}/e-invoice/pdf?token=${token}`;
|
||||||
|
|
||||||
|
window.open(previewUrl, '_blank');
|
||||||
|
} catch (error) {
|
||||||
|
console.error('Failed to preview invoice:', error);
|
||||||
|
toast.error('Failed to open invoice preview');
|
||||||
|
}
|
||||||
|
};
|
||||||
|
|
||||||
// Get dealer and activity info
|
// Get dealer and activity info
|
||||||
const dealerName = request?.claimDetails?.dealerName ||
|
const dealerName = request?.claimDetails?.dealerName ||
|
||||||
request?.dealerInfo?.name ||
|
request?.dealerInfo?.name ||
|
||||||
@ -1513,6 +1604,23 @@ export function DealerClaimWorkflowTab({
|
|||||||
<Download className="w-3.5 h-3.5 text-green-600" />
|
<Download className="w-3.5 h-3.5 text-green-600" />
|
||||||
</Button>
|
</Button>
|
||||||
)}
|
)}
|
||||||
|
{/* Invoice Preview Button (Requestor Claim Approval) */}
|
||||||
|
{(() => {
|
||||||
|
const isRequestorClaimStep = (step.levelName || step.title || '').toLowerCase().includes('requestor claim') ||
|
||||||
|
(step.levelName || step.title || '').toLowerCase().includes('requestor - claim');
|
||||||
|
const hasInvoice = request?.invoice || (request?.irn && step.status === 'approved');
|
||||||
|
return isRequestorClaimStep && hasInvoice && (
|
||||||
|
<Button
|
||||||
|
variant="ghost"
|
||||||
|
size="sm"
|
||||||
|
className="h-6 w-6 p-0 hover:bg-amber-100"
|
||||||
|
title="Preview Invoice"
|
||||||
|
onClick={handlePreviewInvoice}
|
||||||
|
>
|
||||||
|
<Receipt className="w-3.5 h-3.5 text-amber-600" />
|
||||||
|
</Button>
|
||||||
|
);
|
||||||
|
})()}
|
||||||
</div>
|
</div>
|
||||||
<p className="text-sm text-gray-600">{step.approver}</p>
|
<p className="text-sm text-gray-600">{step.approver}</p>
|
||||||
<p className="text-sm text-gray-500 mt-2 italic">{step.description}</p>
|
<p className="text-sm text-gray-500 mt-2 italic">{step.description}</p>
|
||||||
@ -1721,10 +1829,10 @@ export function DealerClaimWorkflowTab({
|
|||||||
|
|
||||||
{/* Current Approver - Time Tracking */}
|
{/* Current Approver - Time Tracking */}
|
||||||
<div className={`border rounded-lg p-3 ${isPaused ? 'bg-gray-100 border-gray-300' :
|
<div className={`border rounded-lg p-3 ${isPaused ? 'bg-gray-100 border-gray-300' :
|
||||||
(approval.sla.percentageUsed || 0) >= 100 ? 'bg-red-50 border-red-200' :
|
(approval.sla.percentageUsed || 0) >= 100 ? 'bg-red-50 border-red-200' :
|
||||||
(approval.sla.percentageUsed || 0) >= 75 ? 'bg-orange-50 border-orange-200' :
|
(approval.sla.percentageUsed || 0) >= 75 ? 'bg-orange-50 border-orange-200' :
|
||||||
(approval.sla.percentageUsed || 0) >= 50 ? 'bg-amber-50 border-amber-200' :
|
(approval.sla.percentageUsed || 0) >= 50 ? 'bg-amber-50 border-amber-200' :
|
||||||
'bg-green-50 border-green-200'
|
'bg-green-50 border-green-200'
|
||||||
}`}>
|
}`}>
|
||||||
<p className="text-xs font-semibold text-gray-900 mb-3 flex items-center gap-2">
|
<p className="text-xs font-semibold text-gray-900 mb-3 flex items-center gap-2">
|
||||||
<Clock className="w-4 h-4" />
|
<Clock className="w-4 h-4" />
|
||||||
@ -1856,25 +1964,25 @@ export function DealerClaimWorkflowTab({
|
|||||||
<div className="flex items-center gap-2 mb-2">
|
<div className="flex items-center gap-2 mb-2">
|
||||||
<Activity className="w-4 h-4 text-purple-600" />
|
<Activity className="w-4 h-4 text-purple-600" />
|
||||||
<p className="text-xs font-semibold text-purple-900 uppercase tracking-wide">
|
<p className="text-xs font-semibold text-purple-900 uppercase tracking-wide">
|
||||||
DMS Processing Details
|
E-Invoice & Settlement Details
|
||||||
</p>
|
</p>
|
||||||
</div>
|
</div>
|
||||||
<div className="space-y-1.5">
|
<div className="space-y-1.5">
|
||||||
<div className="flex items-center justify-between">
|
<div className="flex items-center justify-between">
|
||||||
<span className="text-xs text-gray-600">DMS Number:</span>
|
<span className="text-xs text-gray-600">Settlement ID:</span>
|
||||||
<span className="text-sm font-semibold text-gray-900">
|
<span className="text-sm font-semibold text-gray-900">
|
||||||
{step.dmsDetails.dmsNumber}
|
{step.dmsDetails.dmsNumber}
|
||||||
</span>
|
</span>
|
||||||
</div>
|
</div>
|
||||||
{step.dmsDetails.dmsRemarks && (
|
{step.dmsDetails.dmsRemarks && (
|
||||||
<div className="pt-1.5 border-t border-purple-100">
|
<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-xs text-gray-600 mb-1">Settlement Remarks:</p>
|
||||||
<p className="text-sm text-gray-900">{step.dmsDetails.dmsRemarks}</p>
|
<p className="text-sm text-gray-900">{step.dmsDetails.dmsRemarks}</p>
|
||||||
</div>
|
</div>
|
||||||
)}
|
)}
|
||||||
{step.dmsDetails.pushedAt && (
|
{step.dmsDetails.pushedAt && (
|
||||||
<div className="pt-1.5 border-t border-purple-100 text-xs text-gray-500">
|
<div className="pt-1.5 border-t border-purple-100 text-xs text-gray-500">
|
||||||
Pushed by {step.dmsDetails.pushedBy} on{' '}
|
Initiated by {step.dmsDetails.pushedBy} on{' '}
|
||||||
{formatDateSafe(step.dmsDetails.pushedAt)}
|
{formatDateSafe(step.dmsDetails.pushedAt)}
|
||||||
</div>
|
</div>
|
||||||
)}
|
)}
|
||||||
@ -1902,33 +2010,51 @@ export function DealerClaimWorkflowTab({
|
|||||||
})() && (
|
})() && (
|
||||||
<div className="mt-4 flex gap-2">
|
<div className="mt-4 flex gap-2">
|
||||||
{/* Step 1: Submit Proposal Button - Only for dealer or step 1 approver */}
|
{/* Step 1: Submit Proposal Button - Only for dealer or step 1 approver */}
|
||||||
{step.step === 1 && (isDealer || isStep1Approver) && (
|
{(() => {
|
||||||
<Button
|
// Check if this is Step 1 (Dealer Proposal Submission)
|
||||||
className="bg-purple-600 hover:bg-purple-700"
|
// Use levelName match or fallback to step 1
|
||||||
onClick={() => {
|
const levelName = (stepLevel?.levelName || step.title || '').toLowerCase();
|
||||||
setShowProposalModal(true);
|
const isProposalStep = step.step === 1 ||
|
||||||
}}
|
levelName.includes('proposal') ||
|
||||||
>
|
levelName.includes('submission');
|
||||||
<Upload className="w-4 h-4 mr-2" />
|
|
||||||
Submit Proposal
|
return isProposalStep && (isDealer || isStep1Approver);
|
||||||
</Button>
|
})() && (
|
||||||
)}
|
<Button
|
||||||
|
className="bg-purple-600 hover:bg-purple-700"
|
||||||
|
onClick={() => {
|
||||||
|
setShowProposalModal(true);
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
<Upload className="w-4 h-4 mr-2" />
|
||||||
|
Submit Proposal
|
||||||
|
</Button>
|
||||||
|
)}
|
||||||
|
|
||||||
{/* Step 2 (or shifted step): Review Request - Only for initiator or step approver */}
|
{/* Step 2 (or shifted step): Review Request - Only for initiator or step approver */}
|
||||||
{/* Use initiatorStepNumber to handle cases where approvers are added between steps */}
|
{/* Use initiatorStepNumber to handle cases where approvers are added between steps */}
|
||||||
{/* Step 2 (or shifted step): Review Request - Only for initiator or step approver */}
|
{/* Step 2 (or shifted step): Review Request - Only for initiator or step approver */}
|
||||||
{/* Use initiatorStepNumber to handle cases where approvers are added between steps */}
|
{/* Use initiatorStepNumber to handle cases where approvers are added between steps */}
|
||||||
{step.step === initiatorStepNumber && (isInitiator || isStep2Approver) && (
|
{/* Step 2 (or shifted step): Review Request - Only for initiator or step approver */}
|
||||||
<Button
|
{(() => {
|
||||||
className="bg-blue-600 hover:bg-blue-700"
|
// Check if this is the Requestor Evaluation step
|
||||||
onClick={() => {
|
const levelName = (stepLevel?.levelName || step.title || '').toLowerCase();
|
||||||
setShowApprovalModal(true);
|
const isEvaluationStep = levelName.includes('requestor evaluation') ||
|
||||||
}}
|
levelName.includes('confirmation') ||
|
||||||
>
|
step.step === initiatorStepNumber; // Fallback
|
||||||
<CheckCircle className="w-4 h-4 mr-2" />
|
|
||||||
Review Request
|
return isEvaluationStep && (isInitiator || isStep2Approver);
|
||||||
</Button>
|
})() && (
|
||||||
)}
|
<Button
|
||||||
|
className="bg-blue-600 hover:bg-blue-700"
|
||||||
|
onClick={() => {
|
||||||
|
setShowApprovalModal(true);
|
||||||
|
}}
|
||||||
|
>
|
||||||
|
<CheckCircle className="w-4 h-4 mr-2" />
|
||||||
|
Review Request
|
||||||
|
</Button>
|
||||||
|
)}
|
||||||
|
|
||||||
{/* Initiator Action Step: Show action buttons (REVISE, REOPEN) - Direct actions, no modal */}
|
{/* Initiator Action Step: Show action buttons (REVISE, REOPEN) - Direct actions, no modal */}
|
||||||
{(() => {
|
{(() => {
|
||||||
@ -2080,20 +2206,26 @@ export function DealerClaimWorkflowTab({
|
|||||||
}}
|
}}
|
||||||
>
|
>
|
||||||
<Activity className="w-4 h-4 mr-2" />
|
<Activity className="w-4 h-4 mr-2" />
|
||||||
Push to DMS
|
Generate E-Invoice & Sync
|
||||||
</Button>
|
</Button>
|
||||||
);
|
);
|
||||||
})()}
|
})()}
|
||||||
|
|
||||||
{/* Step 8: View & Send Credit Note - Only for finance approver or step 8 approver */}
|
{/* Step 8: View & Send Credit Note - Only for finance approver or step 8 approver */}
|
||||||
{step.step === 8 && (() => {
|
{(() => {
|
||||||
const step8Level = approvalFlow.find((l: any) => (l.step || l.levelNumber || l.level_number) === 8);
|
const levelName = (stepLevel?.levelName || step.title || '').toLowerCase();
|
||||||
const step8ApproverEmail = (step8Level?.approverEmail || '').toLowerCase();
|
// Check for "Credit Note" or "SAP" in level name, or fallback to step 8 if it's the last step
|
||||||
const isStep8Approver = step8ApproverEmail && userEmail === step8ApproverEmail;
|
const isCreditNoteStep = levelName.includes('credit note') ||
|
||||||
|
levelName.includes('sap') ||
|
||||||
|
(step.step === 8 && !levelName.includes('additional'));
|
||||||
|
|
||||||
|
const stepApproverEmail = (stepLevel?.approverEmail || '').toLowerCase();
|
||||||
|
const isStepApprover = stepApproverEmail && userEmail === stepApproverEmail;
|
||||||
// Also check if user has finance role
|
// Also check if user has finance role
|
||||||
const userRole = (user as any)?.role?.toUpperCase() || '';
|
const userRole = (user as any)?.role?.toUpperCase() || '';
|
||||||
const isFinanceUser = userRole === 'FINANCE' || userRole === 'ADMIN';
|
const isFinanceUser = userRole === 'FINANCE' || userRole === 'ADMIN';
|
||||||
return isStep8Approver || isFinanceUser;
|
|
||||||
|
return isCreditNoteStep && (isStepApprover || isFinanceUser);
|
||||||
})() && (
|
})() && (
|
||||||
<Button
|
<Button
|
||||||
className="bg-green-600 hover:bg-green-700"
|
className="bg-green-600 hover:bg-green-700"
|
||||||
@ -2113,35 +2245,21 @@ export function DealerClaimWorkflowTab({
|
|||||||
const levelName = (stepLevel?.levelName || step.title || '').toLowerCase();
|
const levelName = (stepLevel?.levelName || step.title || '').toLowerCase();
|
||||||
const isAdditionalApprover = levelName.includes('additional approver');
|
const isAdditionalApprover = levelName.includes('additional approver');
|
||||||
|
|
||||||
|
// Check if this step doesn't have any of the specific workflow action buttons above
|
||||||
// Check if this step doesn't have any of the specific workflow action buttons above
|
// Check if this step doesn't have any of the specific workflow action buttons above
|
||||||
const hasSpecificWorkflowAction =
|
const hasSpecificWorkflowAction =
|
||||||
step.step === 1 ||
|
// Proposal
|
||||||
step.step === initiatorStepNumber ||
|
(step.step === 1 || levelName.includes('proposal') || levelName.includes('submission')) ||
|
||||||
(() => {
|
// Evaluation
|
||||||
const deptLeadStepLevel = approvalFlow.find((l: any) => {
|
(levelName.includes('requestor evaluation') || levelName.includes('confirmation')) ||
|
||||||
const ln = (l.levelName || '').toLowerCase();
|
// Dept Lead
|
||||||
return ln.includes('department lead');
|
levelName.includes('department lead') ||
|
||||||
});
|
// Dealer Completion
|
||||||
return deptLeadStepLevel &&
|
(levelName.includes('dealer completion') || levelName.includes('completion documents')) ||
|
||||||
(step.step === (deptLeadStepLevel.step || deptLeadStepLevel.levelNumber || deptLeadStepLevel.level_number));
|
// Requestor Claim
|
||||||
})() ||
|
(levelName.includes('requestor claim') || levelName.includes('requestor - claim')) ||
|
||||||
(() => {
|
// Credit Note
|
||||||
const stepLevel = approvalFlow.find((l: any) => (l.step || l.levelNumber || l.level_number) === step.step);
|
(levelName.includes('credit note') || levelName.includes('sap'));
|
||||||
const stepApproverEmail = (stepLevel?.approverEmail || '').toLowerCase();
|
|
||||||
const isDealerForThisStep = isDealer && stepApproverEmail === dealerEmail;
|
|
||||||
const ln = (stepLevel?.levelName || step.title || '').toLowerCase();
|
|
||||||
const isDealerCompletionStep = ln.includes('dealer completion') || ln.includes('completion documents');
|
|
||||||
return isDealerForThisStep && isDealerCompletionStep;
|
|
||||||
})() ||
|
|
||||||
(() => {
|
|
||||||
const requestorClaimStepLevel = approvalFlow.find((l: any) => {
|
|
||||||
const ln = (l.levelName || '').toLowerCase();
|
|
||||||
return ln.includes('requestor claim') || ln.includes('requestor - claim');
|
|
||||||
});
|
|
||||||
return requestorClaimStepLevel &&
|
|
||||||
(step.step === (requestorClaimStepLevel.step || requestorClaimStepLevel.levelNumber || requestorClaimStepLevel.level_number));
|
|
||||||
})() ||
|
|
||||||
step.step === 8;
|
|
||||||
|
|
||||||
// Show "Review Request" button for additional approvers or steps without specific workflow actions
|
// Show "Review Request" button for additional approvers or steps without specific workflow actions
|
||||||
// Similar to the requestor approval step
|
// Similar to the requestor approval step
|
||||||
|
|||||||
@ -1,6 +1,6 @@
|
|||||||
/**
|
/**
|
||||||
* ProcessDetailsCard Component
|
* ProcessDetailsCard Component
|
||||||
* Displays process-related details: IO Number, DMS Number, Claim Amount, and Budget Breakdowns
|
* Displays process-related details: IO Number, E-Invoice, Claim Amount, and Budget Breakdowns
|
||||||
* Visibility controlled by user role
|
* Visibility controlled by user role
|
||||||
*/
|
*/
|
||||||
|
|
||||||
@ -172,21 +172,18 @@ export function ProcessDetailsCard({
|
|||||||
</div>
|
</div>
|
||||||
)}
|
)}
|
||||||
|
|
||||||
{/* DMS Details */}
|
{/* E-Invoice Details */}
|
||||||
{visibility.showDMSDetails && dmsDetails && (
|
{visibility.showDMSDetails && dmsDetails && (
|
||||||
<div className="bg-white rounded-lg p-3 border border-purple-200">
|
<div className="bg-white rounded-lg p-3 border border-purple-200">
|
||||||
<div className="flex items-center gap-2 mb-2">
|
<div className="flex items-center gap-2 mb-2">
|
||||||
<Activity className="w-4 h-4 text-purple-600" />
|
<Activity className="w-4 h-4 text-purple-600" />
|
||||||
<Label className="text-xs font-semibold text-purple-900 uppercase tracking-wide">
|
<Label className="text-xs font-semibold text-purple-900 uppercase tracking-wide">
|
||||||
DMS & E-Invoice Details
|
E-Invoice Details
|
||||||
</Label>
|
</Label>
|
||||||
</div>
|
</div>
|
||||||
|
|
||||||
<div className="grid grid-cols-2 gap-3 mb-2">
|
<div className="grid grid-cols-2 gap-3 mb-2">
|
||||||
<div>
|
|
||||||
<p className="text-[10px] text-gray-500 uppercase">DMS Number</p>
|
|
||||||
<p className="font-bold text-sm text-gray-900">{dmsDetails.dmsNumber || 'N/A'}</p>
|
|
||||||
</div>
|
|
||||||
{dmsDetails.ackNo && (
|
{dmsDetails.ackNo && (
|
||||||
<div>
|
<div>
|
||||||
<p className="text-[10px] text-gray-500 uppercase">Ack No</p>
|
<p className="text-[10px] text-gray-500 uppercase">Ack No</p>
|
||||||
|
|||||||
@ -22,6 +22,7 @@ interface ProposalCostItem {
|
|||||||
interface ProposalDetails {
|
interface ProposalDetails {
|
||||||
costBreakup: ProposalCostItem[];
|
costBreakup: ProposalCostItem[];
|
||||||
estimatedBudgetTotal?: number | null;
|
estimatedBudgetTotal?: number | null;
|
||||||
|
totalEstimatedBudget?: number | null;
|
||||||
timelineForClosure?: string | null;
|
timelineForClosure?: string | null;
|
||||||
dealerComments?: string | null;
|
dealerComments?: string | null;
|
||||||
submittedOn?: string | null;
|
submittedOn?: string | null;
|
||||||
@ -35,8 +36,9 @@ interface ProposalDetailsCardProps {
|
|||||||
export function ProposalDetailsCard({ proposalDetails, className }: ProposalDetailsCardProps) {
|
export function ProposalDetailsCard({ proposalDetails, className }: ProposalDetailsCardProps) {
|
||||||
// Calculate estimated total from costBreakup if not provided
|
// Calculate estimated total from costBreakup if not provided
|
||||||
const calculateEstimatedTotal = () => {
|
const calculateEstimatedTotal = () => {
|
||||||
if (proposalDetails.estimatedBudgetTotal !== undefined && proposalDetails.estimatedBudgetTotal !== null) {
|
const total = proposalDetails.totalEstimatedBudget ?? proposalDetails.estimatedBudgetTotal;
|
||||||
return proposalDetails.estimatedBudgetTotal;
|
if (total !== undefined && total !== null) {
|
||||||
|
return total;
|
||||||
}
|
}
|
||||||
|
|
||||||
// Calculate sum from costBreakup items
|
// Calculate sum from costBreakup items
|
||||||
|
|||||||
@ -1,12 +1,16 @@
|
|||||||
.dms-push-modal {
|
.settlement-push-modal {
|
||||||
width: 90vw !important;
|
width: 90vw !important;
|
||||||
max-width: 90vw !important;
|
max-width: 1000px !important;
|
||||||
|
min-width: 320px !important;
|
||||||
max-height: 95vh !important;
|
max-height: 95vh !important;
|
||||||
|
overflow: hidden;
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
}
|
}
|
||||||
|
|
||||||
/* Mobile responsive */
|
/* Mobile responsive */
|
||||||
@media (max-width: 640px) {
|
@media (max-width: 640px) {
|
||||||
.dms-push-modal {
|
.settlement-push-modal {
|
||||||
width: 95vw !important;
|
width: 95vw !important;
|
||||||
max-width: 95vw !important;
|
max-width: 95vw !important;
|
||||||
max-height: 95vh !important;
|
max-height: 95vh !important;
|
||||||
@ -15,25 +19,48 @@
|
|||||||
|
|
||||||
/* Tablet and small desktop */
|
/* Tablet and small desktop */
|
||||||
@media (min-width: 641px) and (max-width: 1023px) {
|
@media (min-width: 641px) and (max-width: 1023px) {
|
||||||
.dms-push-modal {
|
.settlement-push-modal {
|
||||||
width: 90vw !important;
|
width: 90vw !important;
|
||||||
max-width: 90vw !important;
|
max-width: 900px !important;
|
||||||
}
|
}
|
||||||
}
|
}
|
||||||
|
|
||||||
/* Large screens - fixed max-width for better readability */
|
/* Scrollable content area */
|
||||||
@media (min-width: 1024px) {
|
.settlement-push-modal .flex-1 {
|
||||||
.dms-push-modal {
|
overflow-y: auto;
|
||||||
width: 90vw !important;
|
padding-right: 4px;
|
||||||
max-width: 1000px !important;
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
|
|
||||||
/* Extra large screens */
|
/* Custom scrollbar for the modal content */
|
||||||
@media (min-width: 1536px) {
|
.settlement-push-modal .flex-1::-webkit-scrollbar {
|
||||||
.dms-push-modal {
|
width: 6px;
|
||||||
width: 90vw !important;
|
|
||||||
max-width: 1000px !important;
|
|
||||||
}
|
|
||||||
}
|
}
|
||||||
|
|
||||||
|
.settlement-push-modal .flex-1::-webkit-scrollbar-track {
|
||||||
|
background: transparent;
|
||||||
|
}
|
||||||
|
|
||||||
|
.settlement-push-modal .flex-1::-webkit-scrollbar-thumb {
|
||||||
|
background: #e2e8f0;
|
||||||
|
border-radius: 10px;
|
||||||
|
}
|
||||||
|
|
||||||
|
.settlement-push-modal .flex-1::-webkit-scrollbar-thumb:hover {
|
||||||
|
background: #cbd5e1;
|
||||||
|
}
|
||||||
|
|
||||||
|
.file-preview-dialog {
|
||||||
|
width: 95vw !important;
|
||||||
|
max-width: 1200px !important;
|
||||||
|
max-height: 95vh !important;
|
||||||
|
padding: 0 !important;
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
}
|
||||||
|
|
||||||
|
.file-preview-content {
|
||||||
|
display: flex;
|
||||||
|
flex-direction: column;
|
||||||
|
height: 100%;
|
||||||
|
width: 100%;
|
||||||
|
}
|
||||||
File diff suppressed because it is too large
Load Diff
@ -41,7 +41,7 @@ import { downloadDocument } from '@/services/workflowApi';
|
|||||||
import { getPublicConfigurations, AdminConfiguration } from '@/services/adminApi';
|
import { getPublicConfigurations, AdminConfiguration } from '@/services/adminApi';
|
||||||
import { PolicyViolationModal } from '@/components/modals/PolicyViolationModal';
|
import { PolicyViolationModal } from '@/components/modals/PolicyViolationModal';
|
||||||
import { getSocket, joinUserRoom } from '@/utils/socket';
|
import { getSocket, joinUserRoom } from '@/utils/socket';
|
||||||
import { isClaimManagementRequest } from '@/utils/claimRequestUtils';
|
|
||||||
|
|
||||||
// Dealer Claim Components (import from index to get properly aliased exports)
|
// Dealer Claim Components (import from index to get properly aliased exports)
|
||||||
import { DealerClaimOverviewTab, DealerClaimWorkflowTab, IOTab } from '../index';
|
import { DealerClaimOverviewTab, DealerClaimWorkflowTab, IOTab } from '../index';
|
||||||
@ -377,8 +377,8 @@ function DealerClaimRequestDetailInner({ requestId: propRequestId, onBack, dynam
|
|||||||
const notifRequestId = notif.requestId || notif.request_id;
|
const notifRequestId = notif.requestId || notif.request_id;
|
||||||
const notifRequestNumber = notif.metadata?.requestNumber || notif.metadata?.request_number;
|
const notifRequestNumber = notif.metadata?.requestNumber || notif.metadata?.request_number;
|
||||||
if (notifRequestId !== apiRequest.requestId &&
|
if (notifRequestId !== apiRequest.requestId &&
|
||||||
notifRequestNumber !== requestIdentifier &&
|
notifRequestNumber !== requestIdentifier &&
|
||||||
notifRequestNumber !== apiRequest.requestNumber) return;
|
notifRequestNumber !== apiRequest.requestNumber) return;
|
||||||
|
|
||||||
// Check for credit note metadata
|
// Check for credit note metadata
|
||||||
if (notif.metadata?.creditNoteNumber || notif.metadata?.credit_note_number) {
|
if (notif.metadata?.creditNoteNumber || notif.metadata?.credit_note_number) {
|
||||||
@ -673,7 +673,7 @@ function DealerClaimRequestDetailInner({ requestId: propRequestId, onBack, dynam
|
|||||||
request={request}
|
request={request}
|
||||||
isInitiator={isInitiator}
|
isInitiator={isInitiator}
|
||||||
isSpectator={isSpectator}
|
isSpectator={isSpectator}
|
||||||
currentApprovalLevel={isClaimManagementRequest(apiRequest) ? null : currentApprovalLevel}
|
currentApprovalLevel={currentApprovalLevel}
|
||||||
onAddApprover={() => setShowAddApproverModal(true)}
|
onAddApprover={() => setShowAddApproverModal(true)}
|
||||||
onAddSpectator={() => setShowAddSpectatorModal(true)}
|
onAddSpectator={() => setShowAddSpectatorModal(true)}
|
||||||
onApprove={() => setShowApproveModal(true)}
|
onApprove={() => setShowApproveModal(true)}
|
||||||
|
|||||||
@ -175,14 +175,14 @@ export function mapToClaimManagementRequest(
|
|||||||
// Get closed expenses breakdown from new completionExpenses table
|
// Get closed expenses breakdown from new completionExpenses table
|
||||||
const closedExpensesBreakdown = Array.isArray(completionExpenses) && completionExpenses.length > 0
|
const closedExpensesBreakdown = Array.isArray(completionExpenses) && completionExpenses.length > 0
|
||||||
? completionExpenses.map((exp: any) => ({
|
? completionExpenses.map((exp: any) => ({
|
||||||
description: exp.description || exp.itemDescription || '',
|
description: exp.description || exp.itemDescription || exp.item_description || '',
|
||||||
amount: Number(exp.amount) || 0,
|
amount: Number(exp.amount) || 0,
|
||||||
gstRate: exp.gstRate,
|
gstRate: exp.gstRate ?? exp.gst_rate,
|
||||||
gstAmt: exp.gstAmt,
|
gstAmt: exp.gstAmt ?? exp.gst_amt,
|
||||||
cgstAmt: exp.cgstAmt,
|
cgstAmt: exp.cgstAmt ?? exp.cgst_amt,
|
||||||
sgstAmt: exp.sgstAmt,
|
sgstAmt: exp.sgstAmt ?? exp.sgst_amt,
|
||||||
igstAmt: exp.igstAmt,
|
igstAmt: exp.igstAmt ?? exp.igst_amt,
|
||||||
totalAmt: exp.totalAmt
|
totalAmt: exp.totalAmt ?? exp.total_amt
|
||||||
}))
|
}))
|
||||||
: (completionDetails?.closedExpenses ||
|
: (completionDetails?.closedExpenses ||
|
||||||
completionDetails?.closed_expenses ||
|
completionDetails?.closed_expenses ||
|
||||||
@ -232,14 +232,14 @@ export function mapToClaimManagementRequest(
|
|||||||
proposalDocumentUrl: proposalDetails.proposalDocumentUrl || proposalDetails.proposal_document_url,
|
proposalDocumentUrl: proposalDetails.proposalDocumentUrl || proposalDetails.proposal_document_url,
|
||||||
costBreakup: Array.isArray(proposalDetails.costBreakup || proposalDetails.cost_breakup)
|
costBreakup: Array.isArray(proposalDetails.costBreakup || proposalDetails.cost_breakup)
|
||||||
? (proposalDetails.costBreakup || proposalDetails.cost_breakup).map((item: any) => ({
|
? (proposalDetails.costBreakup || proposalDetails.cost_breakup).map((item: any) => ({
|
||||||
description: item.description || '',
|
description: item.description || item.itemDescription || item.item_description || '',
|
||||||
amount: Number(item.amount) || 0,
|
amount: Number(item.amount) || 0,
|
||||||
gstRate: item.gstRate,
|
gstRate: item.gstRate ?? item.gst_rate,
|
||||||
gstAmt: item.gstAmt,
|
gstAmt: item.gstAmt ?? item.gst_amt,
|
||||||
cgstAmt: item.cgstAmt,
|
cgstAmt: item.cgstAmt ?? item.cgst_amt,
|
||||||
sgstAmt: item.sgstAmt,
|
sgstAmt: item.sgstAmt ?? item.sgst_amt,
|
||||||
igstAmt: item.igstAmt,
|
igstAmt: item.igstAmt ?? item.igst_amt,
|
||||||
totalAmt: item.totalAmt
|
totalAmt: item.totalAmt ?? item.total_amt
|
||||||
}))
|
}))
|
||||||
: [],
|
: [],
|
||||||
totalEstimatedBudget: proposalDetails.totalEstimatedBudget || proposalDetails.total_estimated_budget || 0,
|
totalEstimatedBudget: proposalDetails.totalEstimatedBudget || proposalDetails.total_estimated_budget || 0,
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user