Allow accounts to record partial/advance payments against a PO before full delivery. A new PARTIALLY_PAID status tracks in-progress payment; paidAmount accumulates across multiple markPaid calls. PO only closes when both paidAmount >= totalAmount AND all line items are delivered. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
189 lines
5 KiB
TypeScript
189 lines
5 KiB
TypeScript
import type { POStatus, Role } from "@prisma/client";
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export type POAction =
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| "submit"
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| "approve"
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| "approve_with_note"
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| "reject"
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| "request_edits"
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| "request_vendor_id"
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| "provide_vendor_id"
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| "process_payment"
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| "mark_paid"
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| "mark_partial_payment"
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| "confirm_receipt"
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| "confirm_partial_receipt";
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export type SideEffect =
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| "EMAIL_MANAGER"
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| "EMAIL_SUBMITTER"
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| "EMAIL_ACCOUNTS"
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| "EMAIL_SUBMITTER_AND_MANAGER";
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interface Transition {
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to: POStatus;
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allowedRoles: Role[];
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requiresNote: boolean;
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sideEffects: SideEffect[];
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}
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type TransitionMap = Partial<Record<POAction, Transition>>;
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const TRANSITIONS: Partial<Record<POStatus, TransitionMap>> = {
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DRAFT: {
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submit: {
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to: "SUBMITTED",
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allowedRoles: ["TECHNICAL", "MANNING", "MANAGER", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_MANAGER"],
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},
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},
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SUBMITTED: {
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// Auto-advances to MGR_REVIEW in the server action immediately after SUBMITTED
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},
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MGR_REVIEW: {
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approve: {
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to: "MGR_APPROVED",
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allowedRoles: ["MANAGER", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_SUBMITTER", "EMAIL_ACCOUNTS"],
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},
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approve_with_note: {
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to: "MGR_APPROVED",
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allowedRoles: ["MANAGER", "SUPERUSER"],
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requiresNote: true,
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sideEffects: ["EMAIL_SUBMITTER", "EMAIL_ACCOUNTS"],
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},
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reject: {
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to: "REJECTED",
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allowedRoles: ["MANAGER", "SUPERUSER"],
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requiresNote: true,
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sideEffects: ["EMAIL_SUBMITTER"],
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},
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request_edits: {
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to: "EDITS_REQUESTED",
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allowedRoles: ["MANAGER", "SUPERUSER"],
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requiresNote: true,
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sideEffects: ["EMAIL_SUBMITTER"],
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},
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request_vendor_id: {
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to: "VENDOR_ID_PENDING",
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allowedRoles: ["MANAGER", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_SUBMITTER"],
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},
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},
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VENDOR_ID_PENDING: {
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provide_vendor_id: {
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to: "MGR_REVIEW",
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allowedRoles: ["TECHNICAL", "MANNING", "ACCOUNTS", "MANAGER", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_MANAGER"],
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},
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},
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EDITS_REQUESTED: {
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submit: {
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to: "SUBMITTED",
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allowedRoles: ["TECHNICAL", "MANNING", "MANAGER", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_MANAGER"],
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},
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},
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MGR_APPROVED: {
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process_payment: {
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to: "SENT_FOR_PAYMENT",
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allowedRoles: ["ACCOUNTS", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_SUBMITTER_AND_MANAGER"],
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},
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},
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SENT_FOR_PAYMENT: {
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mark_paid: {
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to: "PAID_DELIVERED",
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allowedRoles: ["ACCOUNTS", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_SUBMITTER", "EMAIL_MANAGER"],
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},
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mark_partial_payment: {
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to: "PARTIALLY_PAID",
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allowedRoles: ["ACCOUNTS", "SUPERUSER"],
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requiresNote: false,
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sideEffects: [],
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},
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},
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PARTIALLY_PAID: {
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mark_paid: {
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to: "PAID_DELIVERED",
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allowedRoles: ["ACCOUNTS", "SUPERUSER"],
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requiresNote: false,
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sideEffects: [],
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},
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mark_partial_payment: {
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to: "PARTIALLY_PAID",
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allowedRoles: ["ACCOUNTS", "SUPERUSER"],
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requiresNote: false,
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sideEffects: [],
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},
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confirm_receipt: {
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to: "CLOSED",
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allowedRoles: ["TECHNICAL", "MANNING", "SUPERUSER"],
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requiresNote: false,
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sideEffects: [],
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},
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confirm_partial_receipt: {
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to: "PARTIALLY_PAID",
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allowedRoles: ["TECHNICAL", "MANNING", "SUPERUSER"],
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requiresNote: false,
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sideEffects: [],
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},
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},
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PAID_DELIVERED: {
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confirm_receipt: {
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to: "CLOSED",
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allowedRoles: ["TECHNICAL", "MANNING", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_MANAGER", "EMAIL_ACCOUNTS"],
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},
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confirm_partial_receipt: {
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to: "PARTIALLY_CLOSED",
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allowedRoles: ["TECHNICAL", "MANNING", "SUPERUSER"],
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requiresNote: false,
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sideEffects: [],
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},
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},
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PARTIALLY_CLOSED: {
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confirm_receipt: {
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to: "CLOSED",
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allowedRoles: ["TECHNICAL", "MANNING", "SUPERUSER"],
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requiresNote: false,
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sideEffects: ["EMAIL_MANAGER", "EMAIL_ACCOUNTS"],
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},
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confirm_partial_receipt: {
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to: "PARTIALLY_CLOSED",
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allowedRoles: ["TECHNICAL", "MANNING", "SUPERUSER"],
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requiresNote: false,
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sideEffects: [],
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},
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},
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};
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export function getTransition(from: POStatus, action: POAction): Transition | null {
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return TRANSITIONS[from]?.[action] ?? null;
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}
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export function canPerformAction(from: POStatus, action: POAction, role: Role): boolean {
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const transition = getTransition(from, action);
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return transition?.allowedRoles.includes(role) ?? false;
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}
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export function getAvailableActions(status: POStatus, role: Role): POAction[] {
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const map = TRANSITIONS[status];
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if (!map) return [];
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return (Object.keys(map) as POAction[]).filter((action) =>
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canPerformAction(status, action, role)
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);
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}
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export function requiresNote(from: POStatus, action: POAction): boolean {
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return getTransition(from, action)?.requiresNote ?? false;
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}
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