From dea13acd2be213c8e6cb9540973f3af96048a7d4 Mon Sep 17 00:00:00 2001 From: Bhanu Prakash Sai Potteri Date: Tue, 2 Jun 2026 19:40:15 +0530 Subject: [PATCH] =?UTF-8?q?initial=20commit:=20p2p-dev=20=E2=80=94=20custo?= =?UTF-8?q?m=20frontend=20wired=20to=20dev=20env=20(app=20169)?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- .gitignore | 6 + frontgen_projects_dev_to_studio.sql | 36 + index.html | 16 + migration_dev_to_studio.sql | 405 ++++ p2p_demo_schema.sql | 164 ++ package-lock.json | 2745 +++++++++++++++++++++++++++ package.json | 29 + postcss.config.js | 6 + public/favicon.ico | Bin 0 -> 3870 bytes public/zino-logo.svg | 9 + public/zino.svg | 9 + seed.sql | 47 + src/App.tsx | 37 + src/api/viewService.ts | 422 ++++ src/components/AppShell.tsx | 302 +++ src/components/DashboardStats.tsx | 84 + src/components/DetailViewPanel.tsx | 363 ++++ src/components/DynamicHeader.tsx | 251 +++ src/components/FormModal.tsx | 257 +++ src/components/ProtectedRoute.tsx | 13 + src/components/RecordViewTable.tsx | 498 +++++ src/components/ScreenRenderer.tsx | 82 + src/components/Skeleton.tsx | 73 + src/config.ts | 74 + src/hooks/AuthContext.tsx | 19 + src/hooks/ThemeContext.tsx | 41 + src/hooks/useAuth.ts | 100 + src/index.css | 47 + src/main.tsx | 24 + src/pages/Home.tsx | 30 + src/pages/Login.tsx | 152 ++ src/vite-env.d.ts | 1 + src/zino-sdk/DynamicForm.tsx | 175 ++ src/zino-sdk/auth.ts | 64 + src/zino-sdk/client.ts | 86 + src/zino-sdk/index.ts | 61 + src/zino-sdk/mock.ts | 243 +++ src/zino-sdk/provider.tsx | 143 ++ src/zino-sdk/types.ts | 285 +++ src/zino-sdk/views.ts | 197 ++ src/zino-sdk/workflow.ts | 223 +++ tailwind.config.js | 13 + tsconfig.app.json | 19 + tsconfig.json | 7 + tsconfig.node.json | 15 + vite.config.ts | 33 + 46 files changed, 7906 insertions(+) create mode 100644 .gitignore create mode 100644 frontgen_projects_dev_to_studio.sql create mode 100644 index.html create mode 100644 migration_dev_to_studio.sql create mode 100644 p2p_demo_schema.sql create mode 100644 package-lock.json create mode 100644 package.json create mode 100644 postcss.config.js create mode 100644 public/favicon.ico create mode 100644 public/zino-logo.svg create mode 100644 public/zino.svg create mode 100644 seed.sql create mode 100644 src/App.tsx create mode 100644 src/api/viewService.ts create mode 100644 src/components/AppShell.tsx create mode 100644 src/components/DashboardStats.tsx create mode 100644 src/components/DetailViewPanel.tsx create mode 100644 src/components/DynamicHeader.tsx create mode 100644 src/components/FormModal.tsx create mode 100644 src/components/ProtectedRoute.tsx create mode 100644 src/components/RecordViewTable.tsx create mode 100644 src/components/ScreenRenderer.tsx create mode 100644 src/components/Skeleton.tsx create mode 100644 src/config.ts create mode 100644 src/hooks/AuthContext.tsx create mode 100644 src/hooks/ThemeContext.tsx create mode 100644 src/hooks/useAuth.ts create mode 100644 src/index.css create mode 100644 src/main.tsx create mode 100644 src/pages/Home.tsx create mode 100644 src/pages/Login.tsx create mode 100644 src/vite-env.d.ts create mode 100644 src/zino-sdk/DynamicForm.tsx create mode 100644 src/zino-sdk/auth.ts create mode 100644 src/zino-sdk/client.ts create mode 100644 src/zino-sdk/index.ts create mode 100644 src/zino-sdk/mock.ts create mode 100644 src/zino-sdk/provider.tsx create mode 100644 src/zino-sdk/types.ts create mode 100644 src/zino-sdk/views.ts create mode 100644 src/zino-sdk/workflow.ts create mode 100644 tailwind.config.js create mode 100644 tsconfig.app.json create mode 100644 tsconfig.json create mode 100644 tsconfig.node.json create mode 100644 vite.config.ts diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..3c58db5 --- /dev/null +++ b/.gitignore @@ -0,0 +1,6 @@ +node_modules/ +dist/ +.env +*.local +.DS_Store +*-local-command-caveatcaveat-*.txt diff --git a/frontgen_projects_dev_to_studio.sql b/frontgen_projects_dev_to_studio.sql new file mode 100644 index 0000000..642e2b3 --- /dev/null +++ b/frontgen_projects_dev_to_studio.sql @@ -0,0 +1,36 @@ +-- ============================================================ +-- Frontgen Projects — Dev → Studio Migration +-- Run against: studio DB +-- +-- Studio already has: clinic-workflow, support-ticket, customer-onboarding, +-- task-management, truck, p2p (already on studio URL) +-- Missing in studio: dealer-1, grfm-app, dealer-new-1, grfm, truck2, adani-dealer +-- ============================================================ + +BEGIN; + +-- 1. Repoint zino_api_url for projects already in studio (excluding p2p which is correct) +UPDATE frontgen.projects +SET zino_api_url = 'https://studio.getzino.in' +WHERE id IN ( + '09c3357e-9b6c-4a93-abaf-9464e90ebbe4', -- Clinic workflow + '14307640-8e37-4448-ba3c-c3672da68bbf', -- Support Ticket + 'a22cd6ba-c5e4-4f7e-ac84-1db17559c075', -- Customer Onboarding + '242eb4da-066f-4c46-9f5b-479f3e1df3f1', -- Task Management + '9134befe-f74b-4c87-925d-d4eaa096dbf0' -- Truck +); + +-- 2. Insert the 6 missing projects (all pre-pointed at studio) +INSERT INTO frontgen.projects (id, name, slug, framework, repo_name, preview_url, workflow_id, zino_api_url, last_build_status, last_build_at, last_commit_sha, created_at, updated_at) VALUES +('0afe0940-6ced-4310-bd95-acbda3d9da6e', 'dealer 1', 'dealer-1', 'react', 'dealer-1', 'https://preview.getzino.in/dealer-1/', 'fd7e72a5-5920-4d41-a660-40aa14a21fb6', 'https://studio.getzino.in', 'success', '2026-04-02 10:17:20.206652+00', '1bdd529a7bb461dee4ffc33c8c75dd7795f710a6', '2026-03-31 07:01:58.61003+00', '2026-04-02 10:17:20.209667+00'), +('0ca7e50c-ea3c-4238-9ae1-07cdd61c9023', 'GRFM APP', 'grfm-app', 'react', 'grfm-app', 'http://preview.getzino.in/grfm-app/', '7dabcd26-30a4-498c-82a8-0fc88f1ad0dc', 'https://studio.getzino.in', 'success', '2026-03-31 10:24:14.231953+00', '5b4c587976d2ba4ba5a8c3bc03617ee9e52c63a2', '2026-03-31 10:06:47.566653+00', '2026-03-31 10:24:14.23535+00'), +('69aa6f58-0e45-4562-8413-19de03f9f8b5', 'Dealer new 1', 'dealer-new-1', 'react', 'dealer-new-1', 'http://preview.getzino.in/dealer-new-1/', '817a45fe-882f-4502-b3cb-4ace65ca7b48', 'https://studio.getzino.in', 'success', '2026-04-10 13:30:05.24563+00', '9369958d64c266ef2c03afeab0c99117a7981388', '2026-04-08 05:58:17.232322+00', '2026-04-10 13:30:05.24978+00'), +('8660fc96-9a06-4813-956f-2a22c8a6c69f', 'GRFM', 'grfm', 'react', 'grfm', 'http://preview.getzino.in/grfm/', '276d050c-c668-4fb4-9d4c-c627fc71c217', 'https://studio.getzino.in', 'success', '2026-04-13 06:15:35.019749+00', 'f9917e10eb4534ecff57bf743393676d8c844b0e', '2026-04-13 06:00:26.479567+00', '2026-04-13 06:15:35.024828+00'), +('a12e234c-be37-4eb8-8410-0bff989e9b0b', 'Truck2', 'truck2', 'react', 'truck2', 'http://preview.getzino.in/truck2/', '6e144d23-dd76-478c-b330-6acd3b736129"', 'https://studio.getzino.in', 'success', '2026-04-13 11:56:50.316279+00', '9014d4522664b12315fae11f516632c20ada1617', '2026-04-13 11:31:17.284247+00', '2026-04-13 11:56:50.320774+00'), +('0782a310-8dbc-4032-93b4-98454ae33317', 'Adani Dealer', 'adani-dealer', 'react', 'adani-dealer', 'http://preview.getzino.in/adani-dealer/', 'fc0dc1f1-bf24-4e5b-a066-6d16efc95899', 'https://studio.getzino.in', 'success', '2026-04-16 05:57:06.831479+00', '22025ea5fe2a28df6cb954de9141edeb3d68ead0', '2026-04-16 05:40:06.970758+00', '2026-04-16 05:57:06.834982+00') +ON CONFLICT (id) DO NOTHING; + +COMMIT; + +-- Verify +SELECT id, name, slug, zino_api_url FROM frontgen.projects ORDER BY created_at; diff --git a/index.html b/index.html new file mode 100644 index 0000000..f1ad924 --- /dev/null +++ b/index.html @@ -0,0 +1,16 @@ + + + + + + + + + + P2P + + +
+ + + \ No newline at end of file diff --git a/migration_dev_to_studio.sql b/migration_dev_to_studio.sql new file mode 100644 index 0000000..ee28685 --- /dev/null +++ b/migration_dev_to_studio.sql @@ -0,0 +1,405 @@ +-- ============================================================ +-- P2P Invoice System — Full Migration: Dev → Studio +-- Org 20, App 20 +-- Generated from dev DB (studio-v2-pg) +-- ============================================================ +BEGIN; + +-- 1. Users + +INSERT INTO usersystem.tbl_users (id, name, email, password) VALUES (29100, 'Priya AI Finance (P2P Demo)', 'org20_priya.p2p@company.com', 'priya123') ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_users (id, name, email, password) VALUES (29101, 'Vendor Portal User', 'org20_vendor@abcsupplies.com', 'vendor123') ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_users (id, name, email, password) VALUES (29102, 'Rajesh Sharma (Warehouse)', 'org20_rajesh.warehouse@company.com', 'rajesh123') ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_users (id, name, email, password) VALUES (29103, 'Meera Patel (Procurement)', 'org20_meera.procurement@company.com', 'meera123') ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_users (id, name, email, password) VALUES (29104, 'Anita Desai (Accounts Payable)', 'org20_anita.ap@company.com', 'anita123') ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_users (id, name, email, password) VALUES (29105, 'Vikram Singh (Finance Manager)', 'org20_vikram.finance@company.com', 'vikram123') ON CONFLICT (id) DO NOTHING; + +-- Org users +INSERT INTO usersystem.tbl_org_users (id, user_id, org_id) VALUES (20027, 29100, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_users (id, user_id, org_id) VALUES (20028, 29101, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_users (id, user_id, org_id) VALUES (20029, 29102, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_users (id, user_id, org_id) VALUES (20030, 29103, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_users (id, user_id, org_id) VALUES (20031, 29104, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_users (id, user_id, org_id) VALUES (20032, 29105, 20) ON CONFLICT (id) DO NOTHING; + +-- Roles +INSERT INTO usersystem.tbl_roles (id, name, org_id) VALUES (29100, 'p2p_ai_finance', 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_roles (id, name, org_id) VALUES (29101, 'p2p_vendor', 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_roles (id, name, org_id) VALUES (29102, 'p2p_warehouse', 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_roles (id, name, org_id) VALUES (29103, 'p2p_procurement', 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_roles (id, name, org_id) VALUES (29104, 'p2p_ap_team', 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_roles (id, name, org_id) VALUES (29105, 'p2p_finance_reviewer', 20) ON CONFLICT (id) DO NOTHING; + +-- User roles +INSERT INTO usersystem.tbl_user_roles (user_id, role_id, org_id) VALUES (29100, 29100, 20) ON CONFLICT DO NOTHING; +INSERT INTO usersystem.tbl_user_roles (user_id, role_id, org_id) VALUES (29101, 29101, 20) ON CONFLICT DO NOTHING; +INSERT INTO usersystem.tbl_user_roles (user_id, role_id, org_id) VALUES (29102, 29102, 20) ON CONFLICT DO NOTHING; +INSERT INTO usersystem.tbl_user_roles (user_id, role_id, org_id) VALUES (29103, 29103, 20) ON CONFLICT DO NOTHING; +INSERT INTO usersystem.tbl_user_roles (user_id, role_id, org_id) VALUES (29104, 29104, 20) ON CONFLICT DO NOTHING; +INSERT INTO usersystem.tbl_user_roles (user_id, role_id, org_id) VALUES (29105, 29105, 20) ON CONFLICT DO NOTHING; + +-- User groups + +-- User app assignments +INSERT INTO usersystem.tbl_org_user_apps (id, org_user_id, app_id, org_id) VALUES (20129, 20027, 20, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_user_apps (id, org_user_id, app_id, org_id) VALUES (20130, 20028, 20, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_user_apps (id, org_user_id, app_id, org_id) VALUES (20131, 20029, 20, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_user_apps (id, org_user_id, app_id, org_id) VALUES (20132, 20030, 20, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_user_apps (id, org_user_id, app_id, org_id) VALUES (20133, 20031, 20, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO usersystem.tbl_org_user_apps (id, org_user_id, app_id, org_id) VALUES (20134, 20032, 20, 20) ON CONFLICT (id) DO NOTHING; + +-- 2. App +INSERT INTO tbl_apps (id, name, org_id, description) VALUES (20, 'P2P Invoice System', 20, 'AI-powered invoice validation with department clarification and finance approval') ON CONFLICT (id) DO NOTHING; + +-- Workflow config +INSERT INTO tbl_appconfig_workflows (id, workflow_uid, version, app_id, content) VALUES (20109, 'wf_p2p_invoice_demo', '1', 20, '{"name": "P2P Invoice Validation", "states": [{"uid": "p2p-state-awaiting-clarification", "name": "Awaiting Clarification", "type": "STANDARD", "allowed_activities": ["p2p-act-provide-clarification"]}, {"uid": "p2p-state-invoice-submitted", "name": "Invoice Submitted", "type": "STANDARD", "allowed_activities": ["p2p-act-request-clarification", "p2p-act-submit-recommendation"]}, {"uid": "p2p-state-ai-analysis", "name": "AI Analysis", "type": "STANDARD", "allowed_activities": ["p2p-act-request-clarification", "p2p-act-submit-recommendation"]}, {"uid": "p2p-state-finance-review", "name": "Finance Review", "type": "STANDARD", "allowed_activities": ["p2p-act-approve-payment", "p2p-act-reject-payment", "p2p-act-hold-payment"]}, {"uid": "p2p-state-approved", "name": "Approved", "type": "END", "allowed_activities": []}, {"uid": "p2p-state-rejected", "name": "Rejected", "type": "END", "allowed_activities": []}, {"uid": "p2p-state-on-hold", "name": "On Hold", "type": "END", "allowed_activities": []}], "version": 1, "sg_rules": [], "activities": [{"uid": "p2p-act-submit-invoice", "name": "Submit Invoice", "type": "INIT", "ai_confidence_threshold": 0.5}, {"uid": "p2p-act-request-clarification", "name": "Request Clarification", "type": "NORMAL", "ai_confidence_threshold": 0.5}, {"uid": "p2p-act-submit-recommendation", "name": "Submit Recommendation", "type": "NORMAL", "ai_confidence_threshold": 0.5}, {"uid": "p2p-act-provide-clarification", "name": "Provide Clarification", "type": "NORMAL", "ai_confidence_threshold": 0.5}, {"uid": "p2p-act-approve-payment", "name": "Approve Payment", "type": "NORMAL", "ai_confidence_threshold": 0.5}, {"uid": "p2p-act-reject-payment", "name": "Reject Payment", "type": "NORMAL", "ai_confidence_threshold": 0.5}, {"uid": "p2p-act-hold-payment", "name": "Hold Payment", "type": "NORMAL", "ai_confidence_threshold": 0.5}], "stage_gates": [], "transitions": [{"to_state_id": "p2p-state-invoice-submitted", "from_state_id": "", "by_activity_id": "p2p-act-submit-invoice", "transition_type": "INIT_TO_STATE"}, {"to_state_id": "p2p-state-awaiting-clarification", "from_state_id": "p2p-state-invoice-submitted", "by_activity_id": "p2p-act-request-clarification", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-finance-review", "from_state_id": "p2p-state-invoice-submitted", "by_activity_id": "p2p-act-submit-recommendation", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-awaiting-clarification", "from_state_id": "p2p-state-ai-analysis", "by_activity_id": "p2p-act-request-clarification", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-finance-review", "from_state_id": "p2p-state-ai-analysis", "by_activity_id": "p2p-act-submit-recommendation", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-ai-analysis", "from_state_id": "p2p-state-awaiting-clarification", "by_activity_id": "p2p-act-provide-clarification", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-approved", "from_state_id": "p2p-state-finance-review", "by_activity_id": "p2p-act-approve-payment", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-rejected", "from_state_id": "p2p-state-finance-review", "by_activity_id": "p2p-act-reject-payment", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-on-hold", "from_state_id": "p2p-state-finance-review", "by_activity_id": "p2p-act-hold-payment", "transition_type": "TO_STATE"}], "workflow_id": "wf_p2p_invoice_demo", "activity_prefills": [], "activity_triggers": [{"nodes": [{"id": "a0a0a0a0-0000-4000-8000-000000093011", "name": "Start", "type": "start", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093012", "source_handle": "output"}], "config": {}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093012", "name": "AI Employee", "type": "aiEmployee", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093013", "source_handle": "output"}], "config": {"ai_user_id": "29100"}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093013", "name": "Complete", "type": "response", "edges": [], "config": {"message": "AI Employee task dispatched", "success": true, "status_code": 200}, "ui_config": null}], "trigger_uid": "trigger_p2p_submit", "activity_uid": "p2p-act-submit-invoice", "trigger_config": {}}, {"nodes": [{"id": "a0a0a0a0-0000-4000-8000-000000093041", "name": "Start", "type": "start", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093042", "source_handle": "output"}], "config": {}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093042", "name": "AI Employee", "type": "aiEmployee", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093043", "source_handle": "output"}], "config": {"ai_user_id": "29100"}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093043", "name": "Complete", "type": "response", "edges": [], "config": {"message": "AI Employee task dispatched", "success": true, "status_code": 200}, "ui_config": null}], "trigger_uid": "trigger_p2p_clarify", "activity_uid": "p2p-act-provide-clarification", "trigger_config": {}}], "activity_data_fields": [{"data_fields": [{"id": "vendor_id", "uid": "p2p-field-9401", "name": "Vendor ID", "type": "local", "data_type": "text", "mandatory": true}, {"id": "vendor_name", "uid": "p2p-field-9402", "name": "Vendor Name", "type": "local", "data_type": "text", "mandatory": true}, {"id": "invoice_number", "uid": "p2p-field-9403", "name": "Invoice Number", "type": "local", "data_type": "text", "mandatory": true}, {"id": "invoice_date", "uid": "p2p-field-9404", "name": "Invoice Date", "type": "local", "data_type": "date", "mandatory": true}, {"id": "po_number", "uid": "p2p-field-9405", "name": "PO Number", "type": "local", "data_type": "text", "mandatory": true}, {"id": "currency", "uid": "p2p-field-9406", "name": "Currency", "type": "local", "data_type": "text", "mandatory": false}, {"id": "total_amount", "uid": "p2p-field-9407", "name": "Total Amount", "type": "local", "data_type": "number", "mandatory": true}, {"id": "tax_amount", "uid": "p2p-field-9408", "name": "Tax Amount", "type": "local", "data_type": "number", "mandatory": false}, {"id": "payment_terms", "uid": "p2p-field-9409", "name": "Payment Terms", "type": "local", "data_type": "text", "mandatory": false}, {"id": "notes", "uid": "p2p-field-9410", "name": "Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-submit-invoice", "activity_name": "Submit Invoice"}, {"data_fields": [{"id": "target_department", "uid": "p2p-field-9411", "name": "Target Department", "type": "local", "data_type": "text", "mandatory": true}, {"id": "clarification_question", "uid": "p2p-field-9412", "name": "Question", "type": "local", "data_type": "text", "mandatory": true}, {"id": "clarification_context", "uid": "p2p-field-9413", "name": "Context", "type": "local", "data_type": "text", "mandatory": false}, {"id": "analysis_so_far", "uid": "p2p-field-9414", "name": "Analysis So Far", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-request-clarification", "activity_name": "Request Clarification"}, {"data_fields": [{"id": "response_text", "uid": "p2p-field-9415", "name": "Response", "type": "local", "data_type": "text", "mandatory": true}, {"id": "confirmed_quantity", "uid": "p2p-field-9416", "name": "Confirmed Quantity", "type": "local", "data_type": "number", "mandatory": false}, {"id": "response_notes", "uid": "p2p-field-9417", "name": "Additional Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-provide-clarification", "activity_name": "Provide Clarification"}, {"data_fields": [{"id": "recommendation", "uid": "p2p-field-9418", "name": "Recommendation", "type": "local", "data_type": "text", "mandatory": true}, {"id": "recommended_amount", "uid": "p2p-field-9419", "name": "Recommended Payment Amount", "type": "local", "data_type": "number", "mandatory": false}, {"id": "match_summary", "uid": "p2p-field-9420", "name": "Match Summary", "type": "local", "data_type": "text", "mandatory": false}, {"id": "ai_reasoning", "uid": "p2p-field-9421", "name": "AI Reasoning", "type": "local", "data_type": "text", "mandatory": false}, {"id": "ai_confidence", "uid": "p2p-field-9422", "name": "AI Confidence", "type": "local", "data_type": "number", "mandatory": false}], "activity_uid": "p2p-act-submit-recommendation", "activity_name": "Submit Recommendation"}, {"data_fields": [{"id": "approved_amount", "uid": "p2p-field-9423", "name": "Approved Amount", "type": "local", "data_type": "number", "mandatory": true}, {"id": "reviewer_notes", "uid": "p2p-field-9424", "name": "Reviewer Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-approve-payment", "activity_name": "Approve Payment"}, {"data_fields": [{"id": "rejection_reason", "uid": "p2p-field-9425", "name": "Rejection Reason", "type": "local", "data_type": "text", "mandatory": true}, {"id": "reviewer_notes", "uid": "p2p-field-9426", "name": "Reviewer Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-reject-payment", "activity_name": "Reject Payment"}, {"data_fields": [{"id": "hold_reason", "uid": "p2p-field-9427", "name": "Hold Reason", "type": "local", "data_type": "text", "mandatory": true}, {"id": "reviewer_notes", "uid": "p2p-field-9428", "name": "Reviewer Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-hold-payment", "activity_name": "Hold Payment"}], "activity_permissions": [], "workflow_data_fields": null}'::jsonb) ON CONFLICT (id) DO UPDATE SET content = EXCLUDED.content; + +-- Record views +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20034, 'p2p-rv-all-invoices', 'All invoice instances across all states', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": true, "is_search": false, "activity_id": "SYSTEM", "output_label": "Current State"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9401", "is_filter": true, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}]}'::jsonb) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20035, 'p2p-rv-pending-clarifications', 'Invoices awaiting department clarification', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "local", "data_type": "text", "field_key": "target_department", "field_uid": "p2p-field-9411", "is_filter": true, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Department"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}], "prefilters": {"logic": "AND", "conditions": [{"value": "Awaiting Clarification", "operator": "equals", "data_type": "text", "field_key": "current_state_name"}]}}'::jsonb) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20037, 'p2p-rv-vendor-invoices', 'Vendor''s submitted invoices with status tracking', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": true, "is_search": false, "activity_id": "SYSTEM", "output_label": "Status"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Submitted"}]}'::jsonb) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20036, 'p2p-rv-finance-review-queue', 'Invoices ready for finance review with AI recommendations', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "local", "data_type": "number", "field_key": "recommended_amount", "field_uid": "p2p-field-9419", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "Recommended Amt"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}, {"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "local", "data_type": "text", "field_key": "recommendation", "field_uid": "p2p-field-9418", "is_filter": true, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Recommendation"}], "prefilters": {"logic": "AND", "conditions": [{"value": "Finance Review", "operator": "equals", "data_type": "text", "field_key": "current_state_name"}]}}'::jsonb) ON CONFLICT (id) DO NOTHING; + +-- Detail views +INSERT INTO tbl_appconfig_detailview (id, dv_uid, dv_description, workflow_uid, app_id, config) VALUES (20014, 'p2p-dv-clarification-detail', 'AI question and context for department response', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "local", "data_type": "text", "field_key": "target_department", "field_uid": "p2p-field-9411", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Target Department"}, {"type": "local", "data_type": "text", "field_key": "clarification_question", "field_uid": "p2p-field-9412", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "AI Question"}, {"type": "local", "data_type": "text", "field_key": "clarification_context", "field_uid": "p2p-field-9413", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Context"}, {"type": "local", "data_type": "text", "field_key": "analysis_so_far", "field_uid": "p2p-field-9414", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Analysis So Far"}]}'::jsonb) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_detailview (id, dv_uid, dv_description, workflow_uid, app_id, config) VALUES (20015, 'p2p-dv-finance-review-detail', 'AI recommendation with full decision trail for finance reviewer', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Status"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice Amount"}, {"type": "local", "data_type": "number", "field_key": "tax_amount", "field_uid": "p2p-field-9408", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Tax"}, {"type": "local", "data_type": "text", "field_key": "recommendation", "field_uid": "p2p-field-9418", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Recommendation"}, {"type": "local", "data_type": "number", "field_key": "recommended_amount", "field_uid": "p2p-field-9419", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "Recommended Amount"}, {"type": "local", "data_type": "text", "field_key": "match_summary", "field_uid": "p2p-field-9420", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "Match Summary"}, {"type": "local", "data_type": "text", "field_key": "ai_reasoning", "field_uid": "p2p-field-9421", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Reasoning"}, {"type": "local", "data_type": "number", "field_key": "ai_confidence", "field_uid": "p2p-field-9422", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Confidence"}]}'::jsonb) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_detailview (id, dv_uid, dv_description, workflow_uid, app_id, config) VALUES (20013, 'p2p-dv-invoice-detail', 'Full invoice detail with AI analysis trail', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Status"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}, {"type": "local", "data_type": "text", "field_key": "vendor_id", "field_uid": "p2p-field-9401", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor Name"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice Number"}, {"type": "local", "data_type": "date", "field_key": "invoice_date", "field_uid": "p2p-field-9404", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice Date"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "PO Number"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Total Amount"}, {"type": "local", "data_type": "number", "field_key": "tax_amount", "field_uid": "p2p-field-9408", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Tax Amount"}, {"type": "local", "data_type": "text", "field_key": "payment_terms", "field_uid": "p2p-field-9409", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Payment Terms"}, {"type": "local", "data_type": "text", "field_key": "notes", "field_uid": "p2p-field-9410", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor Notes"}]}'::jsonb) ON CONFLICT (id) DO NOTHING; + +-- Screens +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20010, 29631, 20, 'P2P - My Invoices', 'desktop', 'P2P - My Invoices', '[{"type": "element", "style": {"marginBottom": "16px"}, "config": {"icon": "add", "name": "+ Submit New Invoice", "type": "button", "params": {"workflow_id": "wf_p2p_invoice_demo", "activity_id_init": "p2p-act-submit-invoice"}, "action_end": [{"type": "refresh_page"}], "job_template": "start_state_machine"}, "classes": ["z-btn-primary"]}, {"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29601"}}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20011, 29632, 20, 'P2P - Pending Clarifications', 'desktop', 'P2P - Pending Clarifications', '[{"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29602"}}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20013, 29634, 20, 'P2P - All Invoices', 'desktop', 'P2P - All Invoices', '[{"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29604"}}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20025, 29641, 20, 'P2P - Invoice Detail', 'desktop', 'P2P - Invoice Detail', '[{"type": "element", "style": {"width": "100%", "padding": "16px"}, "config": {"type": "detailsview", "view_id": "29611"}}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20026, 29642, 20, 'P2P - Clarification Detail', 'desktop', 'P2P - Clarification Detail', '[{"type": "element", "style": {"width": "100%", "padding": "16px"}, "config": {"type": "detailsview", "view_id": "29612"}}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20027, 29643, 20, 'P2P - Finance Review Detail', 'desktop', 'P2P - Finance Review Detail', '[{"type": "element", "style": {"width": "100%", "padding": "16px"}, "config": {"type": "detailsview", "view_id": "29613"}}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20012, 29633, 20, 'P2P - Finance Review', 'desktop', 'P2P - Finance Review', '[{"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29603"}}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; + +-- RV Screens +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20001, 29601, 20, 'Vendor - My Invoices', 'desktop', 'Vendor - My Invoices', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "current_state_name", "display": "Status", "key_name": "current_state_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "po_number", "display": "PO #", "key_name": "po_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "created_at", "display": "Submitted", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29601", "on_row_click": {"screen_id": "29641", "job_template": "navigate_to_screen"}}}]'::jsonb, 29504) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20003, 29603, 20, 'Finance - Review Queue', 'desktop', 'Finance - Review Queue', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "vendor_name", "display": "Vendor", "key_name": "vendor_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "recommendation", "display": "AI Recommendation", "key_name": "recommendation", "data_type": "text"}, {"id": "recommended_amount", "display": "Recommended Amt", "key_name": "recommended_amount", "data_type": "number"}, {"id": "created_at", "display": "Created", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29603", "on_row_click": {"screen_id": "29643", "job_template": "navigate_to_screen"}}}]'::jsonb, 29503) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20004, 29604, 20, 'Admin - All Invoices', 'desktop', 'Admin - All Invoices', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "current_state_name", "display": "Status", "key_name": "current_state_name", "data_type": "text"}, {"id": "vendor_name", "display": "Vendor", "key_name": "vendor_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "po_number", "display": "PO #", "key_name": "po_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "created_at", "display": "Created", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29604", "on_row_click": {"screen_id": "29641", "job_template": "navigate_to_screen"}}}]'::jsonb, 29501) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20002, 29602, 20, 'Department - Pending Clarifications', 'desktop', 'Department - Pending Clarifications', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "vendor_name", "display": "Vendor", "key_name": "vendor_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "target_department", "display": "Department", "key_name": "target_department", "data_type": "text"}, {"id": "created_at", "display": "Created", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29602", "on_row_click": {"screen_id": "29642", "job_template": "navigate_to_screen"}}}]'::jsonb, 29502) ON CONFLICT (id) DO NOTHING; + +-- DV Screens +INSERT INTO tbl_appconfig_dv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, dv_template_id) VALUES (20005, 29612, 20, 'Clarification Detail View', 'desktop', 'Clarification Detail View', '[{"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "Invoice Summary", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Vendor", "keyName": "vendor_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Invoice #", "keyName": "invoice_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "PO Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "PO #", "keyName": "po_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "total_amount"}}}, {"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "AI Clarification Request", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Target Department", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Department", "keyName": "target_department"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Question from AI", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Question", "keyName": "clarification_question"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Context", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Context", "keyName": "clarification_context"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Analysis So Far", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Analysis", "keyName": "analysis_so_far"}}}, {"type": "element", "style": {"marginTop": "20px"}, "config": {"icon": "reply", "name": "Respond to Clarification", "type": "button", "params": {"activity_id": "p2p-act-provide-clarification", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-primary"]}]'::jsonb, 29512) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_dv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, dv_template_id) VALUES (20004, 29611, 20, 'Invoice Detail View', 'desktop', 'Invoice Detail View', '[{"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "Invoice Details", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Status", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Status", "keyName": "current_state_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Vendor", "keyName": "vendor_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Invoice #", "keyName": "invoice_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Date", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Date", "keyName": "invoice_date"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "PO Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "PO #", "keyName": "po_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Total Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "total_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Tax Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Tax", "keyName": "tax_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Payment Terms", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Terms", "keyName": "payment_terms"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor Notes", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Notes", "keyName": "notes"}}}]'::jsonb, 29511) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_dv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, dv_template_id) VALUES (20006, 29613, 20, 'Finance Review Detail View', 'desktop', 'Finance Review Detail View', '[{"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "Invoice Details", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Status", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Status", "keyName": "current_state_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Vendor", "keyName": "vendor_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Invoice #", "keyName": "invoice_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "PO Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "PO #", "keyName": "po_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "total_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Tax", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Tax", "keyName": "tax_amount"}}}, {"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "AI Recommendation", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Recommendation", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Recommendation", "keyName": "recommendation"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Recommended Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "recommended_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Match Summary", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Match Summary", "keyName": "match_summary"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "AI Reasoning", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Reasoning", "keyName": "ai_reasoning"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "AI Confidence", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Confidence", "keyName": "ai_confidence"}}}, {"type": "element", "style": {"display": "inline-block", "marginTop": "20px", "marginRight": "8px"}, "config": {"icon": "check_circle", "name": "Approve Payment", "type": "button", "params": {"activity_id": "p2p-act-approve-payment", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-primary"]}, {"type": "element", "style": {"display": "inline-block", "marginTop": "20px", "marginRight": "8px"}, "config": {"icon": "cancel", "name": "Reject Payment", "type": "button", "params": {"activity_id": "p2p-act-reject-payment", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-outline"]}, {"type": "element", "style": {"display": "inline-block", "marginTop": "20px"}, "config": {"icon": "pause_circle", "name": "Hold Payment", "type": "button", "params": {"activity_id": "p2p-act-hold-payment", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-outline"]}]'::jsonb, 29513) ON CONFLICT (id) DO NOTHING; + +-- Form Screens +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20136, 20094, 'p2p-act-submit-invoice', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9401", "w": 6, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9402", "w": 6, "x": 6, "y": 0}, {"h": 1, "i": "p2p-field-9403", "w": 6, "x": 0, "y": 1}, {"h": 1, "i": "p2p-field-9404", "w": 6, "x": 6, "y": 1}, {"h": 1, "i": "p2p-field-9405", "w": 6, "x": 0, "y": 2}, {"h": 1, "i": "p2p-field-9406", "w": 6, "x": 6, "y": 2}, {"h": 1, "i": "p2p-field-9407", "w": 6, "x": 0, "y": 3}, {"h": 1, "i": "p2p-field-9408", "w": 6, "x": 6, "y": 3}, {"h": 1, "i": "p2p-field-9409", "w": 6, "x": 0, "y": 4}, {"h": 1, "i": "p2p-field-9410", "w": 6, "x": 6, "y": 4}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20137, 20095, 'p2p-act-provide-clarification', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9415", "w": 12, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9416", "w": 12, "x": 0, "y": 1}, {"h": 1, "i": "p2p-field-9417", "w": 12, "x": 0, "y": 2}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20138, 20096, 'p2p-act-approve-payment', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9423", "w": 6, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9424", "w": 6, "x": 6, "y": 0}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20139, 20097, 'p2p-act-reject-payment', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9425", "w": 12, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9426", "w": 12, "x": 0, "y": 1}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20140, 20098, 'p2p-act-hold-payment', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9427", "w": 12, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9428", "w": 12, "x": 0, "y": 1}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; + +-- Header Config +INSERT INTO tbl_appconfig_header_config (id, app_id, device_type, config) VALUES (20001, 20, 'desktop', '{"slots": {"left": ["logo", "nav"], "right": ["profile"], "center": []}, "layout": {"type": "classic", "height": "56px", "position": "sticky", "full_width": true}, "components": {"nav": {"items": [{"id": "nav_vendor", "icon": "receipt_long", "type": "screen", "label": "My Invoices", "screen_id": 29631}, {"id": "nav_clarifications", "icon": "help_outline", "type": "screen", "label": "Pending Clarifications", "screen_id": 29632}, {"id": "nav_finance", "icon": "account_balance", "type": "screen", "label": "Finance Review", "screen_id": 29633}, {"id": "nav_all", "icon": "list_alt", "type": "screen", "label": "All Invoices", "screen_id": 29634}]}, "logo": {"text": "P2P Invoice System", "display_type": "text"}, "profile": {"shape": "circle", "show_name": true}}}'::jsonb) ON CONFLICT (id) DO NOTHING; + +-- 3. Workflow design +INSERT INTO workflow.tbl_workflows (id, uid, app_id, name, description) VALUES (29100, 'wf_p2p_invoice_demo', 20, 'P2P Invoice Validation', 'AI-powered invoice validation with department clarification and finance approval') ON CONFLICT (id) DO NOTHING; + +-- Workflow versions + + +-- States +INSERT INTO workflow.tbl_wf_states (id, uid, version_id, name, description, type) VALUES (29203, 'p2p-state-awaiting-clarification', 29100, 'Awaiting Clarification', '', 'STANDARD') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_states (id, uid, version_id, name, description, type) VALUES (20057, 'p2p-state-invoice-submitted', 29100, 'Invoice Submitted', '', 'STANDARD') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_states (id, uid, version_id, name, description, type) VALUES (20058, 'p2p-state-ai-analysis', 29100, 'AI Analysis', '', 'STANDARD') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_states (id, uid, version_id, name, description, type) VALUES (20059, 'p2p-state-finance-review', 29100, 'Finance Review', '', 'STANDARD') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_states (id, uid, version_id, name, description, type) VALUES (20060, 'p2p-state-approved', 29100, 'Approved', '', 'END') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_states (id, uid, version_id, name, description, type) VALUES (20061, 'p2p-state-rejected', 29100, 'Rejected', '', 'END') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_states (id, uid, version_id, name, description, type) VALUES (20062, 'p2p-state-on-hold', 29100, 'On Hold', '', 'END') ON CONFLICT (id) DO NOTHING; + +-- Activities +INSERT INTO workflow.tbl_wf_activities (id, activity_uid, workflow_version_id, name, type) VALUES (20070, 'p2p-act-submit-invoice', 29100, 'Submit Invoice', 'INIT') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activities (id, activity_uid, workflow_version_id, name, type) VALUES (20071, 'p2p-act-request-clarification', 29100, 'Request Clarification', 'NORMAL') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activities (id, activity_uid, workflow_version_id, name, type) VALUES (20072, 'p2p-act-submit-recommendation', 29100, 'Submit Recommendation', 'NORMAL') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activities (id, activity_uid, workflow_version_id, name, type) VALUES (20073, 'p2p-act-provide-clarification', 29100, 'Provide Clarification', 'NORMAL') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activities (id, activity_uid, workflow_version_id, name, type) VALUES (20074, 'p2p-act-approve-payment', 29100, 'Approve Payment', 'NORMAL') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activities (id, activity_uid, workflow_version_id, name, type) VALUES (20075, 'p2p-act-reject-payment', 29100, 'Reject Payment', 'NORMAL') ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activities (id, activity_uid, workflow_version_id, name, type) VALUES (20076, 'p2p-act-hold-payment', 29100, 'Hold Payment', 'NORMAL') ON CONFLICT (id) DO NOTHING; + +-- Activity fields +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9401', 'vendor_id', 20070, 'Vendor ID', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9402', 'vendor_name', 20070, 'Vendor Name', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9403', 'invoice_number', 20070, 'Invoice Number', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9404', 'invoice_date', 20070, 'Invoice Date', 'local', 'date', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9405', 'po_number', 20070, 'PO Number', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9406', 'currency', 20070, 'Currency', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9407', 'total_amount', 20070, 'Total Amount', 'local', 'number', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9408', 'tax_amount', 20070, 'Tax Amount', 'local', 'number', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9409', 'payment_terms', 20070, 'Payment Terms', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9410', 'notes', 20070, 'Notes', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9411', 'target_department', 20071, 'Target Department', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9412', 'clarification_question', 20071, 'Question', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9413', 'clarification_context', 20071, 'Context', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9414', 'analysis_so_far', 20071, 'Analysis So Far', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9415', 'response_text', 20073, 'Response', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9416', 'confirmed_quantity', 20073, 'Confirmed Quantity', 'local', 'number', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9417', 'response_notes', 20073, 'Additional Notes', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9418', 'recommendation', 20072, 'Recommendation', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9419', 'recommended_amount', 20072, 'Recommended Payment Amount', 'local', 'number', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9420', 'match_summary', 20072, 'Match Summary', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9421', 'ai_reasoning', 20072, 'AI Reasoning', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9422', 'ai_confidence', 20072, 'AI Confidence', 'local', 'number', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9423', 'approved_amount', 20074, 'Approved Amount', 'local', 'number', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9424', 'reviewer_notes', 20074, 'Reviewer Notes', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9425', 'rejection_reason', 20075, 'Rejection Reason', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9426', 'reviewer_notes', 20075, 'Reviewer Notes', 'local', 'text', false) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9427', 'hold_reason', 20076, 'Hold Reason', 'local', 'text', true) ON CONFLICT DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_fields (uid, field_s_id, activity_id, name, field_type, data_type, is_mandatory) VALUES ('p2p-field-9428', 'reviewer_notes', 20076, 'Reviewer Notes', 'local', 'text', false) ON CONFLICT DO NOTHING; + +-- Activity triggers +INSERT INTO workflow.tbl_wf_activity_triggers (id, activity_id, trigger_uid, trigger_config) VALUES (67, 20070, 'trigger_p2p_submit', '{}'::jsonb) ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_triggers (id, activity_id, trigger_uid, trigger_config) VALUES (68, 20073, 'trigger_p2p_clarify', '{}'::jsonb) ON CONFLICT (id) DO NOTHING; + +-- Activity trigger nodes +INSERT INTO workflow.tbl_wf_activity_trigger_nodes (id, trigger_id, name, type, config, edges, ui_config) VALUES ('a0a0a0a0-0000-4000-8000-000000093011', 67, 'Start', 'start', '{}'::jsonb, '[{"target": "a0a0a0a0-0000-4000-8000-000000093012", "source_handle": "output"}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_trigger_nodes (id, trigger_id, name, type, config, edges, ui_config) VALUES ('a0a0a0a0-0000-4000-8000-000000093012', 67, 'AI Employee', 'aiEmployee', '{"ai_user_id": "29100"}'::jsonb, '[{"target": "a0a0a0a0-0000-4000-8000-000000093013", "source_handle": "output"}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_trigger_nodes (id, trigger_id, name, type, config, edges, ui_config) VALUES ('a0a0a0a0-0000-4000-8000-000000093013', 67, 'Complete', 'response', '{"message": "AI Employee task dispatched", "success": true, "status_code": 200}'::jsonb, '[]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_trigger_nodes (id, trigger_id, name, type, config, edges, ui_config) VALUES ('a0a0a0a0-0000-4000-8000-000000093041', 68, 'Start', 'start', '{}'::jsonb, '[{"target": "a0a0a0a0-0000-4000-8000-000000093042", "source_handle": "output"}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_trigger_nodes (id, trigger_id, name, type, config, edges, ui_config) VALUES ('a0a0a0a0-0000-4000-8000-000000093042', 68, 'AI Employee', 'aiEmployee', '{"ai_user_id": "29100"}'::jsonb, '[{"target": "a0a0a0a0-0000-4000-8000-000000093043", "source_handle": "output"}]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; +INSERT INTO workflow.tbl_wf_activity_trigger_nodes (id, trigger_id, name, type, config, edges, ui_config) VALUES ('a0a0a0a0-0000-4000-8000-000000093043', 68, 'Complete', 'response', '{"message": "AI Employee task dispatched", "success": true, "status_code": 200}'::jsonb, '[]'::jsonb, NULL) ON CONFLICT (id) DO NOTHING; + +-- Activity permissions + +-- 4. AI Employee +INSERT INTO aiemployee.tbl_ai_employees (id, user_id, org_id, name, model, autonomy_level, config, status) VALUES (20, '29100', '20', 'Priya AI Finance (P2P Demo)', 'claude-sonnet-4-5-20250929', 'semi_autonomous', '{"mcp_servers": [], "rate_limits": {"max_tasks_per_day": 500, "max_tasks_per_hour": 100, "confidence_threshold": 0.5, "max_tasks_per_minute": 10, "max_llm_calls_per_task": 12}, "available_tools": {"agentic_tools": ["29110", "29111", "29112", "29113"], "autonomous_agents": []}, "monthly_budget_usd": 200, "max_concurrent_tasks": 3}'::jsonb, 'active') ON CONFLICT (id) DO NOTHING; + +-- AI Employee appconfig +INSERT INTO aiemployee.tbl_appconfig_ai_employees (id, user_id, org_id, name, model, autonomy_level, config, status, email, password) VALUES (20038, '29100', '20', 'Priya AI Finance (P2P Demo)', 'claude-sonnet-4-5-20250929', 'semi_autonomous', '{"mcp_servers": [], "rate_limits": {"max_tasks_per_day": 500, "max_tasks_per_hour": 100, "confidence_threshold": 0.5, "max_tasks_per_minute": 10, "max_llm_calls_per_task": 12}, "available_tools": {"agentic_tools": ["29110", "29111", "29112", "29113"], "autonomous_agents": []}, "monthly_budget_usd": 200, "max_concurrent_tasks": 3}'::jsonb, 'active', '', '') ON CONFLICT (id) DO NOTHING; + +-- AI Employee registry +INSERT INTO aiemployee.tbl_ai_employee_registry (ai_user_id, service_url, status) VALUES ('29100', 'http://localhost:8090', 'running') ON CONFLICT (ai_user_id) DO NOTHING; + +-- 5. Agentic tools + +-- 6. DB Connection +INSERT INTO tbl_org_db_connections (id, org_id, name, type, host, port, "user", password, database_name, ssl_mode) VALUES (5, 20, 'P2P Azure DB', 'postgres', 'studio-v2-pg.postgres.database.azure.com', 5432, 'studiov2pgadmin', 'YmzkpmVprw0Fsn8s0cvR', 'sm', 'require') ON CONFLICT (id) DO NOTHING; + +-- ============================================================ +-- 7. P2P DEMO DATA (p2p_demo schema) +-- ============================================================ +CREATE SCHEMA IF NOT EXISTS p2p_demo; + +CREATE TABLE p2p_demo.contract_line_items ( + id integer NOT NULL, + contract_id text, + product_code text NOT NULL, + description text, + unit_price numeric(12,2) NOT NULL, + currency text DEFAULT 'INR'::text +); + + +ALTER TABLE p2p_demo.contract_line_items OWNER TO postgres; + +-- +-- Name: contract_line_items_id_seq; Type: SEQUENCE; Schema: p2p_demo; Owner: postgres +-- + +CREATE SEQUENCE p2p_demo.contract_line_items_id_seq + AS integer + START WITH 1 + INCREMENT BY 1 + NO MINVALUE + NO MAXVALUE + CACHE 1; + + +ALTER SEQUENCE p2p_demo.contract_line_items_id_seq OWNER TO postgres; + +-- +-- Name: contract_line_items_id_seq; Type: SEQUENCE OWNED BY; Schema: p2p_demo; Owner: postgres +-- + +ALTER SEQUENCE p2p_demo.contract_line_items_id_seq OWNED BY p2p_demo.contract_line_items.id; + + +-- +-- Name: contracts; Type: TABLE; Schema: p2p_demo; Owner: postgres +-- + +CREATE TABLE p2p_demo.contracts ( + contract_id text NOT NULL, + vendor_id text NOT NULL, + vendor_name text NOT NULL, + effective_date date, + expiry_date date, + status text DEFAULT 'active'::text, + payment_terms text, + price_tolerance_pct numeric(5,2) DEFAULT 2.0, + quantity_tolerance_pct numeric(5,2) DEFAULT 5.0, + created_at timestamp without time zone DEFAULT now() +); + + +ALTER TABLE p2p_demo.contracts OWNER TO postgres; + +-- +-- Name: goods_receipts; Type: TABLE; Schema: p2p_demo; Owner: postgres +-- + +CREATE TABLE p2p_demo.goods_receipts ( + gr_number text NOT NULL, + po_number text NOT NULL, + vendor_id text NOT NULL, + receipt_date date, + received_by text, + notes text, + created_at timestamp without time zone DEFAULT now() +); + + +ALTER TABLE p2p_demo.goods_receipts OWNER TO postgres; + +-- +-- Name: gr_line_items; Type: TABLE; Schema: p2p_demo; Owner: postgres +-- + +CREATE TABLE p2p_demo.gr_line_items ( + id integer NOT NULL, + gr_number text, + product_code text NOT NULL, + quantity_received integer NOT NULL, + condition text DEFAULT 'good'::text +); + + +ALTER TABLE p2p_demo.gr_line_items OWNER TO postgres; + +-- +-- Name: gr_line_items_id_seq; Type: SEQUENCE; Schema: p2p_demo; Owner: postgres +-- + +CREATE SEQUENCE p2p_demo.gr_line_items_id_seq + AS integer + START WITH 1 + INCREMENT BY 1 + NO MINVALUE + NO MAXVALUE + CACHE 1; + + +ALTER SEQUENCE p2p_demo.gr_line_items_id_seq OWNER TO postgres; + +-- +-- Name: gr_line_items_id_seq; Type: SEQUENCE OWNED BY; Schema: p2p_demo; Owner: postgres +-- + +ALTER SEQUENCE p2p_demo.gr_line_items_id_seq OWNED BY p2p_demo.gr_line_items.id; + + +-- +-- Name: payments; Type: TABLE; Schema: p2p_demo; Owner: postgres +-- + +CREATE TABLE p2p_demo.payments ( + payment_id text NOT NULL, + invoice_number text, + po_number text, + vendor_id text NOT NULL, + amount numeric(14,2) NOT NULL, + payment_date date, + status text DEFAULT 'completed'::text, + created_at timestamp without time zone DEFAULT now() +); + + +ALTER TABLE p2p_demo.payments OWNER TO postgres; + +-- +-- Name: po_line_items; Type: TABLE; Schema: p2p_demo; Owner: postgres +-- + +CREATE TABLE p2p_demo.po_line_items ( + id integer NOT NULL, + po_number text, + product_code text NOT NULL, + description text, + quantity integer NOT NULL, + unit_price numeric(12,2) NOT NULL +); + + +ALTER TABLE p2p_demo.po_line_items OWNER TO postgres; + +-- +-- Name: po_line_items_id_seq; Type: SEQUENCE; Schema: p2p_demo; Owner: postgres +-- + +CREATE SEQUENCE p2p_demo.po_line_items_id_seq + AS integer + START WITH 1 + INCREMENT BY 1 + NO MINVALUE + NO MAXVALUE + CACHE 1; + + +ALTER SEQUENCE p2p_demo.po_line_items_id_seq OWNER TO postgres; + +-- +-- Name: po_line_items_id_seq; Type: SEQUENCE OWNED BY; Schema: p2p_demo; Owner: postgres +-- + +ALTER SEQUENCE p2p_demo.po_line_items_id_seq OWNED BY p2p_demo.po_line_items.id; + + +-- +-- Name: purchase_orders; Type: TABLE; Schema: p2p_demo; Owner: postgres +-- + +CREATE TABLE p2p_demo.purchase_orders ( + po_number text NOT NULL, + vendor_id text NOT NULL, + vendor_name text NOT NULL, + contract_id text, + order_date date, + expected_delivery date, + status text DEFAULT 'open'::text, + total_amount numeric(14,2), + created_at timestamp without time zone DEFAULT now() +); + + +ALTER TABLE p2p_demo.purchase_orders OWNER TO postgres; + +-- +-- Name: tbl_messages; Type: TABLE; Schema: pipeline_ai; Owner: postgres +-- + +CREATE TABLE pipeline_ai.tbl_messages ( + id bigint NOT NULL, + session_id bigint, + role text, + content text, + metadata jsonb DEFAULT '{}'::jsonb, + created_at timestamp with time zone +); + + +ALTER TABLE pipeline_ai.tbl_messages OWNER TO postgres; + +-- + +COMMIT; + +-- User agent assignments + +-- Activity permissions + +-- Agentic tools +INSERT INTO agents.tbl_agentic_tools (id, org_id, group_id, name, description, flow_config, status, icon) VALUES (29112, 20, 20, 'fetch_contract', 'Fetch contract details by contract_id or vendor_id. Returns contract terms, pricing, tolerances. Use parameter: contract_id (preferred) or vendor_id.', E'{"edges": [{"id": "e1", "type": "custom", "source": "trigger-1", "target": "db-query-1", "sourceHandle": "output", "targetHandle": "input"}, {"id": "e2", "type": "custom", "source": "db-query-1", "target": "success-1", "sourceHandle": "output", "targetHandle": "input"}], "nodes": [{"id": "trigger-1", "data": {"label": "Input", "config": {"path": "/", "method": "POST"}}, "type": "webhookTrigger", "position": {"x": 100, "y": 50}}, {"id": "db-query-1", "data": {"label": "Query p2p_demo", "config": {"query": "SELECT json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t''contract_id'', c.contract_id,\\\\n\\\\t\\\\t\\\\t\\\\t''vendor_id'', c.vendor_id,\\\\n\\\\t\\\\t\\\\t\\\\t''vendor_name'', c.vendor_name,\\\\n\\\\t\\\\t\\\\t\\\\t''effective_date'', c.effective_date,\\\\n\\\\t\\\\t\\\\t\\\\t''expiry_date'', c.expiry_date,\\\\n\\\\t\\\\t\\\\t\\\\t''status'', c.status,\\\\n\\\\t\\\\t\\\\t\\\\t''payment_terms'', c.payment_terms,\\\\n\\\\t\\\\t\\\\t\\\\t''price_tolerance_pct'', c.price_tolerance_pct,\\\\n\\\\t\\\\t\\\\t\\\\t''quantity_tolerance_pct'', c.quantity_tolerance_pct,\\\\n\\\\t\\\\t\\\\t\\\\t''line_items'', COALESCE((\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tSELECT json_agg(json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''product_code'', cli.product_code,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''description'', cli.description,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''unit_price'', cli.unit_price,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''currency'', cli.currency\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t))\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tFROM p2p_demo.contract_line_items cli WHERE cli.contract_id = c.contract_id\\\\n\\\\t\\\\t\\\\t\\\\t), ''[]''::json)\\\\n\\\\t\\\\t\\\\t) AS result\\\\n\\\\t\\\\t\\\\tFROM p2p_demo.contracts c\\\\n\\\\t\\\\t\\\\tWHERE c.contract_id = ''{{contract_id}}''\\\\n\\\\t\\\\t\\\\t OR c.vendor_id = ''{{vendor_id}}''\\\\n\\\\t\\\\t\\\\tLIMIT 1", "db_type": "postgresql", "operation": "raw", "connection": "{{env.DATABASE_URL}}", "result_limit": 50, "output_variable": "result"}}, "type": "databaseQuery", "position": {"x": 100, "y": 200}}, {"id": "success-1", "data": {"label": "Output", "config": {"output_field": "result"}}, "type": "success", "position": {"x": 100, "y": 350}}]}'::jsonb, 'active', '') ON CONFLICT (id) DO NOTHING; +INSERT INTO agents.tbl_agentic_tools (id, org_id, group_id, name, description, flow_config, status, icon) VALUES (29110, 20, 20, 'fetch_purchase_order', 'Fetch purchase order details by PO number. Returns PO header (vendor, status, total, dates) and line items (product, quantity, unit price). Use parameter: po_number.', E'{"edges": [{"id": "e1", "type": "custom", "source": "trigger-1", "target": "db-query-1", "sourceHandle": "output", "targetHandle": "input"}, {"id": "e2", "type": "custom", "source": "db-query-1", "target": "success-1", "sourceHandle": "output", "targetHandle": "input"}], "nodes": [{"id": "trigger-1", "data": {"label": "Input", "config": {"path": "/", "method": "POST"}}, "type": "webhookTrigger", "position": {"x": 100, "y": 50}}, {"id": "db-query-1", "data": {"label": "Query p2p_demo", "config": {"query": "SELECT json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t''po_number'', po.po_number,\\\\n\\\\t\\\\t\\\\t\\\\t''vendor_id'', po.vendor_id,\\\\n\\\\t\\\\t\\\\t\\\\t''vendor_name'', po.vendor_name,\\\\n\\\\t\\\\t\\\\t\\\\t''contract_id'', po.contract_id,\\\\n\\\\t\\\\t\\\\t\\\\t''order_date'', po.order_date,\\\\n\\\\t\\\\t\\\\t\\\\t''expected_delivery'', po.expected_delivery,\\\\n\\\\t\\\\t\\\\t\\\\t''status'', po.status,\\\\n\\\\t\\\\t\\\\t\\\\t''total_amount'', po.total_amount,\\\\n\\\\t\\\\t\\\\t\\\\t''line_items'', COALESCE((\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tSELECT json_agg(json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''product_code'', li.product_code,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''description'', li.description,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''quantity'', li.quantity,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''unit_price'', li.unit_price\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t))\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tFROM p2p_demo.po_line_items li WHERE li.po_number = po.po_number\\\\n\\\\t\\\\t\\\\t\\\\t), ''[]''::json)\\\\n\\\\t\\\\t\\\\t) AS result\\\\n\\\\t\\\\t\\\\tFROM p2p_demo.purchase_orders po\\\\n\\\\t\\\\t\\\\tWHERE po.po_number = ''{{po_number}}''", "db_type": "postgresql", "operation": "raw", "connection": "{{env.DATABASE_URL}}", "result_limit": 50, "output_variable": "result"}}, "type": "databaseQuery", "position": {"x": 100, "y": 200}}, {"id": "success-1", "data": {"label": "Output", "config": {"output_field": "result"}}, "type": "success", "position": {"x": 100, "y": 350}}]}'::jsonb, 'active', '') ON CONFLICT (id) DO NOTHING; +INSERT INTO agents.tbl_agentic_tools (id, org_id, group_id, name, description, flow_config, status, icon) VALUES (29111, 20, 20, 'fetch_goods_receipt', 'Fetch goods receipt records for a PO number. Returns all delivery records with received quantities, dates, and notes. Use parameter: po_number.', E'{"edges": [{"id": "e1", "type": "custom", "source": "trigger-1", "target": "db-query-1", "sourceHandle": "output", "targetHandle": "input"}, {"id": "e2", "type": "custom", "source": "db-query-1", "target": "success-1", "sourceHandle": "output", "targetHandle": "input"}], "nodes": [{"id": "trigger-1", "data": {"label": "Input", "config": {"path": "/", "method": "POST"}}, "type": "webhookTrigger", "position": {"x": 100, "y": 50}}, {"id": "db-query-1", "data": {"label": "Query p2p_demo", "config": {"query": "SELECT json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t''po_number'', ''{{po_number}}'',\\\\n\\\\t\\\\t\\\\t\\\\t''receipts'', COALESCE((\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tSELECT json_agg(json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''gr_number'', gr.gr_number,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''receipt_date'', gr.receipt_date,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''received_by'', gr.received_by,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''notes'', gr.notes,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''line_items'', COALESCE((\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\tSELECT json_agg(json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''product_code'', gli.product_code,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''quantity_received'', gli.quantity_received,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''condition'', gli.condition\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t))\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t\\\\tFROM p2p_demo.gr_line_items gli WHERE gli.gr_number = gr.gr_number\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t), ''[]''::json)\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t))\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tFROM p2p_demo.goods_receipts gr WHERE gr.po_number = ''{{po_number}}''\\\\n\\\\t\\\\t\\\\t\\\\t), ''[]''::json),\\\\n\\\\t\\\\t\\\\t\\\\t''total_received'', COALESCE((\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tSELECT SUM(gli.quantity_received)\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tFROM p2p_demo.goods_receipts gr\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tJOIN p2p_demo.gr_line_items gli ON gli.gr_number = gr.gr_number\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tWHERE gr.po_number = ''{{po_number}}''\\\\n\\\\t\\\\t\\\\t\\\\t), 0)\\\\n\\\\t\\\\t\\\\t) AS result", "db_type": "postgresql", "operation": "raw", "connection": "{{env.DATABASE_URL}}", "result_limit": 50, "output_variable": "result"}}, "type": "databaseQuery", "position": {"x": 100, "y": 200}}, {"id": "success-1", "data": {"label": "Output", "config": {"output_field": "result"}}, "type": "success", "position": {"x": 100, "y": 350}}]}'::jsonb, 'active', '') ON CONFLICT (id) DO NOTHING; +INSERT INTO agents.tbl_agentic_tools (id, org_id, group_id, name, description, flow_config, status, icon) VALUES (29113, 20, 20, 'fetch_payment_history', 'Fetch payment history for a PO number or vendor. Returns all payments made, total paid amount. Use parameter: po_number (preferred) or vendor_id.', E'{"edges": [{"id": "e1", "type": "custom", "source": "trigger-1", "target": "db-query-1", "sourceHandle": "output", "targetHandle": "input"}, {"id": "e2", "type": "custom", "source": "db-query-1", "target": "success-1", "sourceHandle": "output", "targetHandle": "input"}], "nodes": [{"id": "trigger-1", "data": {"label": "Input", "config": {"path": "/", "method": "POST"}}, "type": "webhookTrigger", "position": {"x": 100, "y": 50}}, {"id": "db-query-1", "data": {"label": "Query p2p_demo", "config": {"query": "SELECT json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t''payments'', COALESCE((\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tSELECT json_agg(json_build_object(\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''payment_id'', p.payment_id,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''invoice_number'', p.invoice_number,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''po_number'', p.po_number,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''amount'', p.amount,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''payment_date'', p.payment_date,\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t\\\\t''status'', p.status\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t))\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tFROM p2p_demo.payments p\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tWHERE p.po_number = ''{{po_number}}'' OR p.vendor_id = ''{{vendor_id}}''\\\\n\\\\t\\\\t\\\\t\\\\t), ''[]''::json),\\\\n\\\\t\\\\t\\\\t\\\\t''total_paid'', COALESCE((\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tSELECT SUM(p.amount)\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tFROM p2p_demo.payments p\\\\n\\\\t\\\\t\\\\t\\\\t\\\\tWHERE (p.po_number = ''{{po_number}}'' OR p.vendor_id = ''{{vendor_id}}'')\\\\n\\\\t\\\\t\\\\t\\\\t\\\\t AND p.status = ''completed''\\\\n\\\\t\\\\t\\\\t\\\\t), 0)\\\\n\\\\t\\\\t\\\\t) AS result", "db_type": "postgresql", "operation": "raw", "connection": "{{env.DATABASE_URL}}", "result_limit": 50, "output_variable": "result"}}, "type": "databaseQuery", "position": {"x": 100, "y": 200}}, {"id": "success-1", "data": {"label": "Output", "config": {"output_field": "result"}}, "type": "success", "position": {"x": 100, "y": 350}}]}'::jsonb, 'active', '') ON CONFLICT (id) DO NOTHING; + +-- ============================================================ +-- 7. P2P DEMO DATA (p2p_demo schema) +-- ============================================================ +-- Import from: /Users/bhanuprakash/Downloads/sm_db.sql +-- Extract p2p_demo tables/data separately using: +-- grep -A lines for p2p_demo CREATE TABLE and COPY statements + +COMMIT; diff --git a/p2p_demo_schema.sql b/p2p_demo_schema.sql new file mode 100644 index 0000000..7bd985f --- /dev/null +++ b/p2p_demo_schema.sql @@ -0,0 +1,164 @@ +-- P2P Demo Schema Data +CREATE SCHEMA IF NOT EXISTS p2p_demo; + +CREATE TABLE p2p_demo.contract_line_items ( + id integer NOT NULL, + contract_id text, + product_code text NOT NULL, + description text, + unit_price numeric(12,2) NOT NULL, + currency text DEFAULT 'INR'::text +); + +ALTER TABLE p2p_demo.contract_line_items OWNER TO postgres; +CREATE SEQUENCE p2p_demo.contract_line_items_id_seq +ALTER SEQUENCE p2p_demo.contract_line_items_id_seq OWNER TO postgres; +ALTER SEQUENCE p2p_demo.contract_line_items_id_seq OWNED BY p2p_demo.contract_line_items.id; +CREATE TABLE p2p_demo.contracts ( + contract_id text NOT NULL, + vendor_id text NOT NULL, + vendor_name text NOT NULL, + effective_date date, + expiry_date date, + status text DEFAULT 'active'::text, + payment_terms text, + price_tolerance_pct numeric(5,2) DEFAULT 2.0, + quantity_tolerance_pct numeric(5,2) DEFAULT 5.0, + created_at timestamp without time zone DEFAULT now() +); + +ALTER TABLE p2p_demo.contracts OWNER TO postgres; +CREATE TABLE p2p_demo.goods_receipts ( + gr_number text NOT NULL, + po_number text NOT NULL, + vendor_id text NOT NULL, + receipt_date date, + received_by text, + notes text, + created_at timestamp without time zone DEFAULT now() +); + +ALTER TABLE p2p_demo.goods_receipts OWNER TO postgres; +CREATE TABLE p2p_demo.gr_line_items ( + id integer NOT NULL, + gr_number text, + product_code text NOT NULL, + quantity_received integer NOT NULL, + condition text DEFAULT 'good'::text +); + +ALTER TABLE p2p_demo.gr_line_items OWNER TO postgres; +CREATE SEQUENCE p2p_demo.gr_line_items_id_seq +ALTER SEQUENCE p2p_demo.gr_line_items_id_seq OWNER TO postgres; +ALTER SEQUENCE p2p_demo.gr_line_items_id_seq OWNED BY p2p_demo.gr_line_items.id; +CREATE TABLE p2p_demo.payments ( + payment_id text NOT NULL, + invoice_number text, + po_number text, + vendor_id text NOT NULL, + amount numeric(14,2) NOT NULL, + payment_date date, + status text DEFAULT 'completed'::text, + created_at timestamp without time zone DEFAULT now() +); + +ALTER TABLE p2p_demo.payments OWNER TO postgres; +CREATE TABLE p2p_demo.po_line_items ( + id integer NOT NULL, + po_number text, + product_code text NOT NULL, + description text, + quantity integer NOT NULL, + unit_price numeric(12,2) NOT NULL +); + +ALTER TABLE p2p_demo.po_line_items OWNER TO postgres; +CREATE SEQUENCE p2p_demo.po_line_items_id_seq +ALTER SEQUENCE p2p_demo.po_line_items_id_seq OWNER TO postgres; +ALTER SEQUENCE p2p_demo.po_line_items_id_seq OWNED BY p2p_demo.po_line_items.id; +CREATE TABLE p2p_demo.purchase_orders ( + po_number text NOT NULL, + vendor_id text NOT NULL, + vendor_name text NOT NULL, + contract_id text, + order_date date, + expected_delivery date, + status text DEFAULT 'open'::text, + total_amount numeric(14,2), + created_at timestamp without time zone DEFAULT now() +); + +ALTER TABLE p2p_demo.purchase_orders OWNER TO postgres; +ALTER TABLE ONLY p2p_demo.contract_line_items ALTER COLUMN id SET DEFAULT nextval('p2p_demo.contract_line_items_id_seq'::regclass); +ALTER TABLE ONLY p2p_demo.contract_line_items ALTER COLUMN id SET DEFAULT nextval('p2p_demo.contract_line_items_id_seq'::regclass); +ALTER TABLE ONLY p2p_demo.gr_line_items ALTER COLUMN id SET DEFAULT nextval('p2p_demo.gr_line_items_id_seq'::regclass); +ALTER TABLE ONLY p2p_demo.gr_line_items ALTER COLUMN id SET DEFAULT nextval('p2p_demo.gr_line_items_id_seq'::regclass); +ALTER TABLE ONLY p2p_demo.po_line_items ALTER COLUMN id SET DEFAULT nextval('p2p_demo.po_line_items_id_seq'::regclass); +ALTER TABLE ONLY p2p_demo.po_line_items ALTER COLUMN id SET DEFAULT nextval('p2p_demo.po_line_items_id_seq'::regclass); +COPY p2p_demo.contract_line_items (id, contract_id, product_code, description, unit_price, currency) FROM stdin; +233 CNT-100 PRD-101 Steel Rods 12mm 1000.00 INR +234 CNT-100 PRD-102 Steel Plates 5mm 2500.00 INR +235 CNT-200 PRD-201 A4 Paper Ream (500 sheets) 200.00 INR +236 CNT-200 PRD-202 Printer Ink Cartridge 1500.00 INR +237 CNT-300 PRD-301 Circuit Board Type-A 500.00 INR +238 CNT-300 PRD-302 LED Panel 24inch 3500.00 INR +239 CNT-400 PRD-401 Safety Helmet 150.00 INR +240 CNT-400 PRD-402 Industrial Gloves (pair) 80.00 INR +\. + +COPY p2p_demo.contracts (contract_id, vendor_id, vendor_name, effective_date, expiry_date, status, payment_terms, price_tolerance_pct, quantity_tolerance_pct, created_at) FROM stdin; +CNT-100 VND-001 Tata Steel Ltd 2026-01-01 2026-12-31 active Net 30 2.00 5.00 2026-03-30 18:34:11.089882 +CNT-200 VND-002 Reliance Office Supplies 2026-01-01 2026-12-31 active Net 15 3.00 5.00 2026-03-30 18:34:11.091337 +CNT-300 VND-003 Bharat Electronics 2026-01-01 2026-12-31 active Net 30 2.00 5.00 2026-03-30 18:34:11.092484 +CNT-400 VND-004 Godrej Industrial 2026-01-01 2026-12-31 active 2/10 Net 30 2.00 5.00 2026-03-30 18:34:11.093581 +\. + +COPY p2p_demo.goods_receipts (gr_number, po_number, vendor_id, receipt_date, received_by, notes, created_at) FROM stdin; +GR-2001 PO-2001 VND-002 2026-03-18 Amit Kumar Full delivery received. All items in good condition. 2026-03-30 18:34:11.100119 +GR-1001 PO-1001 VND-001 2026-03-18 Rajesh Sharma Partial delivery. 700 of 1000 units received. Vendor confirmed remaining 300 shipped separately, expected April 5. 2026-03-30 18:34:11.101225 +GR-3001 PO-3001 VND-003 2026-03-18 Sunil Verma Full delivery received. QC passed. 2026-03-30 18:34:11.102194 +GR-2002 PO-2002 VND-002 2026-03-18 Amit Kumar Full delivery received. 2026-03-30 18:34:11.103112 +GR-1002 PO-1002 VND-001 2026-03-18 Rajesh Sharma Partial delivery. 600 of 800 plates received. Remaining 200 delayed due to transport issues. 2026-03-30 18:34:11.104018 +\. + +COPY p2p_demo.gr_line_items (id, gr_number, product_code, quantity_received, condition) FROM stdin; +146 GR-2001 PRD-201 500 good +147 GR-1001 PRD-101 700 good +148 GR-3001 PRD-301 200 good +149 GR-2002 PRD-202 50 good +150 GR-1002 PRD-102 600 good +\. + +COPY p2p_demo.payments (payment_id, invoice_number, po_number, vendor_id, amount, payment_date, status, created_at) FROM stdin; +PAY-5001 INV-2026-00700 PO-2002 VND-002 75000.00 2026-03-10 completed 2026-03-30 18:34:11.10478 +PAY-5002 INV-2026-00800 PO-1002 VND-001 200000.00 2026-03-05 completed 2026-03-30 18:34:11.105142 +\. + +COPY p2p_demo.po_line_items (id, po_number, product_code, description, quantity, unit_price) FROM stdin; +175 PO-2001 PRD-201 A4 Paper Ream (500 sheets) 500 200.00 +176 PO-1001 PRD-101 Steel Rods 12mm 1000 1000.00 +177 PO-3001 PRD-301 Circuit Board Type-A 200 500.00 +178 PO-2002 PRD-202 Printer Ink Cartridge 50 1500.00 +179 PO-4001 PRD-401 Safety Helmet 300 150.00 +180 PO-1002 PRD-102 Steel Plates 5mm 800 1000.00 +\. + +COPY p2p_demo.purchase_orders (po_number, vendor_id, vendor_name, contract_id, order_date, expected_delivery, status, total_amount, created_at) FROM stdin; +PO-2001 VND-002 Reliance Office Supplies CNT-200 2026-02-15 2026-03-15 fully_received 100000.00 2026-03-30 18:34:11.094652 +PO-1001 VND-001 Tata Steel Ltd CNT-100 2026-02-15 2026-03-15 partially_received 1000000.00 2026-03-30 18:34:11.095959 +PO-3001 VND-003 Bharat Electronics CNT-300 2026-02-15 2026-03-15 fully_received 100000.00 2026-03-30 18:34:11.096847 +PO-2002 VND-002 Reliance Office Supplies CNT-200 2026-02-15 2026-03-15 fully_received 75000.00 2026-03-30 18:34:11.09772 +PO-4001 VND-004 Godrej Industrial CNT-400 2026-02-15 2026-03-15 open 45000.00 2026-03-30 18:34:11.098572 +PO-1002 VND-001 Tata Steel Ltd CNT-100 2026-02-15 2026-03-15 partially_received 800000.00 2026-03-30 18:34:11.099363 +\. + +ALTER TABLE ONLY p2p_demo.contract_line_items +ALTER TABLE ONLY p2p_demo.contracts +ALTER TABLE ONLY p2p_demo.goods_receipts +ALTER TABLE ONLY p2p_demo.gr_line_items +ALTER TABLE ONLY p2p_demo.payments +ALTER TABLE ONLY p2p_demo.po_line_items +ALTER TABLE ONLY p2p_demo.purchase_orders +ALTER TABLE ONLY p2p_demo.contract_line_items +ALTER TABLE ONLY p2p_demo.gr_line_items +ALTER TABLE ONLY p2p_demo.po_line_items \ No newline at end of file diff --git a/package-lock.json b/package-lock.json new file mode 100644 index 0000000..56d49cd --- /dev/null +++ b/package-lock.json @@ -0,0 +1,2745 @@ +{ + "name": "p2p-dev", + "version": "0.1.0", + "lockfileVersion": 3, + "requires": true, + "packages": { + "": { + "name": "p2p-dev", + "version": "0.1.0", + "dependencies": { + "@tanstack/react-query": "^5.60.5", + "lucide-react": "^0.441.0", + "react": "^18.3.1", + "react-dom": "^18.3.1", + "react-router-dom": "^6.26.0" + }, + "devDependencies": { + "@types/react": "^18.3.5", + "@types/react-dom": "^18.3.0", + 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"transitions": [{"to_state_id": "p2p-state-invoice-submitted", "from_state_id": "", "by_activity_id": "p2p-act-submit-invoice", "transition_type": "INIT_TO_STATE"}, {"to_state_id": "p2p-state-awaiting-clarification", "from_state_id": "p2p-state-invoice-submitted", "by_activity_id": "p2p-act-request-clarification", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-finance-review", "from_state_id": "p2p-state-invoice-submitted", "by_activity_id": "p2p-act-submit-recommendation", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-awaiting-clarification", "from_state_id": "p2p-state-ai-analysis", "by_activity_id": "p2p-act-request-clarification", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-finance-review", "from_state_id": "p2p-state-ai-analysis", "by_activity_id": "p2p-act-submit-recommendation", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-ai-analysis", "from_state_id": "p2p-state-awaiting-clarification", "by_activity_id": "p2p-act-provide-clarification", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-approved", "from_state_id": "p2p-state-finance-review", "by_activity_id": "p2p-act-approve-payment", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-rejected", "from_state_id": "p2p-state-finance-review", "by_activity_id": "p2p-act-reject-payment", "transition_type": "TO_STATE"}, {"to_state_id": "p2p-state-on-hold", "from_state_id": "p2p-state-finance-review", "by_activity_id": "p2p-act-hold-payment", "transition_type": "TO_STATE"}], "workflow_id": "wf_p2p_invoice_demo", "activity_prefills": [], "activity_triggers": [{"nodes": [{"id": "a0a0a0a0-0000-4000-8000-000000093011", "name": "Start", "type": "start", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093012", "source_handle": "output"}], "config": {}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093012", "name": "AI Employee", "type": "aiEmployee", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093013", "source_handle": "output"}], "config": {"ai_user_id": "29100"}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093013", "name": "Complete", "type": "response", "edges": [], "config": {"message": "AI Employee task dispatched", "success": true, "status_code": 200}, "ui_config": null}], "trigger_uid": "trigger_p2p_submit", "activity_uid": "p2p-act-submit-invoice", "trigger_config": {}}, {"nodes": [{"id": "a0a0a0a0-0000-4000-8000-000000093041", "name": "Start", "type": "start", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093042", "source_handle": "output"}], "config": {}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093042", "name": "AI Employee", "type": "aiEmployee", "edges": [{"target": "a0a0a0a0-0000-4000-8000-000000093043", "source_handle": "output"}], "config": {"ai_user_id": "29100"}, "ui_config": null}, {"id": "a0a0a0a0-0000-4000-8000-000000093043", "name": "Complete", "type": "response", "edges": [], "config": {"message": "AI Employee task dispatched", "success": true, "status_code": 200}, "ui_config": null}], "trigger_uid": "trigger_p2p_clarify", "activity_uid": "p2p-act-provide-clarification", "trigger_config": {}}], "activity_data_fields": [{"data_fields": [{"id": "approved_amount", "uid": "p2p-field-9423", "name": "Approved Amount", "type": "local", "data_type": "number", "mandatory": true}, {"id": "reviewer_notes", "uid": "p2p-field-9424", "name": "Reviewer Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-approve-payment", "activity_name": "Approve Payment"}, {"data_fields": [{"id": "rejection_reason", "uid": "p2p-field-9425", "name": "Rejection Reason", "type": "local", "data_type": "text", "mandatory": true}, {"id": "reviewer_notes", "uid": "p2p-field-9426", "name": "Reviewer Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-reject-payment", "activity_name": "Reject Payment"}, {"data_fields": [{"id": "hold_reason", "uid": "p2p-field-9427", "name": "Hold Reason", "type": "local", "data_type": "text", "mandatory": true}, {"id": "reviewer_notes", "uid": "p2p-field-9428", "name": "Reviewer Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-hold-payment", "activity_name": "Hold Payment"}, {"data_fields": [{"id": "vendor_id", "uid": "p2p-field-9401", "name": "Vendor ID", "type": "local", "data_type": "text", "mandatory": true}, {"id": "vendor_name", "uid": "p2p-field-9402", "name": "Vendor Name", "type": "local", "data_type": "text", "mandatory": true}, {"id": "invoice_number", "uid": "p2p-field-9403", "name": "Invoice Number", "type": "local", "data_type": "text", "mandatory": true}, {"id": "invoice_date", "uid": "p2p-field-9404", "name": "Invoice Date", "type": "local", "data_type": "date", "mandatory": true}, {"id": "po_number", "uid": "p2p-field-9405", "name": "PO Number", "type": "local", "data_type": "text", "mandatory": true}, {"id": "currency", "uid": "p2p-field-9406", "name": "Currency", "type": "local", "data_type": "text", "mandatory": false}, {"id": "total_amount", "uid": "p2p-field-9407", "name": "Total Amount", "type": "local", "data_type": "number", "mandatory": true}, {"id": "tax_amount", "uid": "p2p-field-9408", "name": "Tax Amount", "type": "local", "data_type": "number", "mandatory": false}, {"id": "payment_terms", "uid": "p2p-field-9409", "name": "Payment Terms", "type": "local", "data_type": "text", "mandatory": false}, {"id": "notes", "uid": "p2p-field-9410", "name": "Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-submit-invoice", "activity_name": "Submit Invoice"}, {"data_fields": [{"id": "target_department", "uid": "p2p-field-9411", "name": "Target Department", "type": "local", "data_type": "text", "mandatory": true}, {"id": "clarification_question", "uid": "p2p-field-9412", "name": "Question", "type": "local", "data_type": "text", "mandatory": true}, {"id": "clarification_context", "uid": "p2p-field-9413", "name": "Context", "type": "local", "data_type": "text", "mandatory": false}, {"id": "analysis_so_far", "uid": "p2p-field-9414", "name": "Analysis So Far", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-request-clarification", "activity_name": "Request Clarification"}, {"data_fields": [{"id": "response_text", "uid": "p2p-field-9415", "name": "Response", "type": "local", "data_type": "text", "mandatory": true}, {"id": "confirmed_quantity", "uid": "p2p-field-9416", "name": "Confirmed Quantity", "type": "local", "data_type": "number", "mandatory": false}, {"id": "response_notes", "uid": "p2p-field-9417", "name": "Additional Notes", "type": "local", "data_type": "text", "mandatory": false}], "activity_uid": "p2p-act-provide-clarification", "activity_name": "Provide Clarification"}, {"data_fields": [{"id": "recommendation", "uid": "p2p-field-9418", "name": "Recommendation", "type": "local", "data_type": "text", "mandatory": true}, {"id": "recommended_amount", "uid": "p2p-field-9419", "name": "Recommended Payment Amount", "type": "local", "data_type": "number", "mandatory": false}, {"id": "match_summary", "uid": "p2p-field-9420", "name": "Match Summary", "type": "local", "data_type": "text", "mandatory": false}, {"id": "ai_reasoning", "uid": "p2p-field-9421", "name": "AI Reasoning", "type": "local", "data_type": "text", "mandatory": false}, {"id": "ai_confidence", "uid": "p2p-field-9422", "name": "AI Confidence", "type": "local", "data_type": "number", "mandatory": false}], "activity_uid": "p2p-act-submit-recommendation", "activity_name": "Submit Recommendation"}], "activity_permissions": [{"id": "p2p-act-submit-invoice", "allowed_roles": [{"role": "p2p_vendor", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}, {"id": "p2p-act-analyze-invoice", "allowed_roles": [{"role": "p2p_ai_finance", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}, {"id": "p2p-act-request-clarification", "allowed_roles": [{"role": "p2p_ai_finance", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}, {"id": "p2p-act-provide-clarification", "allowed_roles": [{"role": "p2p_warehouse", "positions": ""}, {"role": "p2p_procurement", "positions": ""}, {"role": "p2p_ap_team", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}, {"id": "p2p-act-submit-recommendation", "allowed_roles": [{"role": "p2p_ai_finance", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}, {"id": "p2p-act-approve-payment", "allowed_roles": [{"role": "p2p_finance_reviewer", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}, {"id": "p2p-act-reject-payment", "allowed_roles": [{"role": "p2p_finance_reviewer", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}, {"id": "p2p-act-hold-payment", "allowed_roles": [{"role": "p2p_finance_reviewer", "positions": ""}], "allowed_groups": [], "dynamic_rbac_allowed": false, "only_roles_positions": false}], "workflow_data_fields": null}'::jsonb) ON CONFLICT (id) DO UPDATE SET content = EXCLUDED.content; + +-- Record Views +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20034, 'p2p-rv-all-invoices', 'All invoice instances across all states', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": true, "is_search": false, "activity_id": "SYSTEM", "output_label": "Current State"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9401", "is_filter": true, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}]}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20035, 'p2p-rv-pending-clarifications', 'Invoices awaiting department clarification', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "local", "data_type": "text", "field_key": "target_department", "field_uid": "p2p-field-9411", "is_filter": true, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Department"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}], "prefilters": {"logic": "AND", "conditions": [{"value": "Awaiting Clarification", "operator": "equals", "data_type": "text", "field_key": "current_state_name"}]}}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20037, 'p2p-rv-vendor-invoices', 'Vendor''s submitted invoices with status tracking', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": true, "is_search": false, "activity_id": "SYSTEM", "output_label": "Status"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Submitted"}]}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; +INSERT INTO tbl_appconfig_recordview (id, rv_uid, rv_description, workflow_uid, app_id, config) VALUES (20036, 'p2p-rv-finance-review-queue', 'Invoices ready for finance review with AI recommendations', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": true, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "local", "data_type": "text", "field_key": "recommendation", "field_uid": "p2p-field-9418", "is_filter": true, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Recommendation"}, {"type": "local", "data_type": "number", "field_key": "recommended_amount", "field_uid": "p2p-field-9419", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "Recommended Amt"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}], "prefilters": {"logic": "AND", "conditions": [{"value": "Finance Review", "operator": "equals", "data_type": "text", "field_key": "current_state_name"}]}}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; + +-- Detail Views +INSERT INTO tbl_appconfig_detailview (id, dv_uid, dv_description, workflow_uid, app_id, config) VALUES (20014, 'p2p-dv-clarification-detail', 'AI question and context for department response', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Amount"}, {"type": "local", "data_type": "text", "field_key": "target_department", "field_uid": "p2p-field-9411", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Target Department"}, {"type": "local", "data_type": "text", "field_key": "clarification_question", "field_uid": "p2p-field-9412", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "AI Question"}, {"type": "local", "data_type": "text", "field_key": "clarification_context", "field_uid": "p2p-field-9413", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Context"}, {"type": "local", "data_type": "text", "field_key": "analysis_so_far", "field_uid": "p2p-field-9414", "is_filter": false, "is_search": false, "activity_id": "p2p-act-request-clarification", "output_label": "Analysis So Far"}]}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; +INSERT INTO tbl_appconfig_detailview (id, dv_uid, dv_description, workflow_uid, app_id, config) VALUES (20015, 'p2p-dv-finance-review-detail', 'AI recommendation with full decision trail for finance reviewer', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Status"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice #"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "PO #"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice Amount"}, {"type": "local", "data_type": "number", "field_key": "tax_amount", "field_uid": "p2p-field-9408", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Tax"}, {"type": "local", "data_type": "text", "field_key": "recommendation", "field_uid": "p2p-field-9418", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Recommendation"}, {"type": "local", "data_type": "number", "field_key": "recommended_amount", "field_uid": "p2p-field-9419", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "Recommended Amount"}, {"type": "local", "data_type": "text", "field_key": "match_summary", "field_uid": "p2p-field-9420", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "Match Summary"}, {"type": "local", "data_type": "text", "field_key": "ai_reasoning", "field_uid": "p2p-field-9421", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Reasoning"}, {"type": "local", "data_type": "number", "field_key": "ai_confidence", "field_uid": "p2p-field-9422", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-recommendation", "output_label": "AI Confidence"}]}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; +INSERT INTO tbl_appconfig_detailview (id, dv_uid, dv_description, workflow_uid, app_id, config) VALUES (20013, 'p2p-dv-invoice-detail', 'Full invoice detail with AI analysis trail', 'wf_p2p_invoice_demo', 20, '{"fields": [{"type": "system-global", "data_type": "text", "field_key": "instance_id", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Instance ID"}, {"type": "system-global", "data_type": "text", "field_key": "current_state_name", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Status"}, {"type": "system-global", "data_type": "datetime", "field_key": "created_at", "field_uid": "", "is_filter": false, "is_search": false, "activity_id": "SYSTEM", "output_label": "Created"}, {"type": "local", "data_type": "text", "field_key": "vendor_id", "field_uid": "p2p-field-9401", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor ID"}, {"type": "local", "data_type": "text", "field_key": "vendor_name", "field_uid": "p2p-field-9402", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor Name"}, {"type": "local", "data_type": "text", "field_key": "invoice_number", "field_uid": "p2p-field-9403", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice Number"}, {"type": "local", "data_type": "date", "field_key": "invoice_date", "field_uid": "p2p-field-9404", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Invoice Date"}, {"type": "local", "data_type": "text", "field_key": "po_number", "field_uid": "p2p-field-9405", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "PO Number"}, {"type": "local", "data_type": "number", "field_key": "total_amount", "field_uid": "p2p-field-9407", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Total Amount"}, {"type": "local", "data_type": "number", "field_key": "tax_amount", "field_uid": "p2p-field-9408", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Tax Amount"}, {"type": "local", "data_type": "text", "field_key": "payment_terms", "field_uid": "p2p-field-9409", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Payment Terms"}, {"type": "local", "data_type": "text", "field_key": "notes", "field_uid": "p2p-field-9410", "is_filter": false, "is_search": false, "activity_id": "p2p-act-submit-invoice", "output_label": "Vendor Notes"}]}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; + +-- Screens +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20027, 29643, 20, 'P2P - Finance Review Detail', 'desktop', 'P2P - Finance Review Detail', '[{"type": "element", "style": {"width": "100%", "padding": "16px"}, "config": {"type": "detailsview", "view_id": "29613"}}]'::jsonb, NULL) ON CONFLICT (id) DO UPDATE SET layout = EXCLUDED.layout; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20010, 29631, 20, 'P2P - My Invoices', 'desktop', 'P2P - My Invoices', '[{"type": "element", "style": {"marginBottom": "16px"}, "config": {"icon": "add", "name": "+ Submit New Invoice", "type": "button", "params": {"workflow_id": "wf_p2p_invoice_demo", "activity_id_init": "p2p-act-submit-invoice"}, "action_end": [{"type": "refresh_page"}], "job_template": "start_state_machine"}, "classes": ["z-btn-primary"]}, {"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29601"}}]'::jsonb, NULL) ON CONFLICT (id) DO UPDATE SET layout = EXCLUDED.layout; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20011, 29632, 20, 'P2P - Pending Clarifications', 'desktop', 'P2P - Pending Clarifications', '[{"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29602"}}]'::jsonb, NULL) ON CONFLICT (id) DO UPDATE SET layout = EXCLUDED.layout; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20012, 29633, 20, 'P2P - Finance Review', 'desktop', 'P2P - Finance Review', '[{"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29603"}}]'::jsonb, NULL) ON CONFLICT (id) DO UPDATE SET layout = EXCLUDED.layout; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20013, 29634, 20, 'P2P - All Invoices', 'desktop', 'P2P - All Invoices', '[{"type": "element", "style": {"width": "100%"}, "config": {"type": "recordsview", "view_id": "29604"}}]'::jsonb, NULL) ON CONFLICT (id) DO UPDATE SET layout = EXCLUDED.layout; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20025, 29641, 20, 'P2P - Invoice Detail', 'desktop', 'P2P - Invoice Detail', '[{"type": "element", "style": {"width": "100%", "padding": "16px"}, "config": {"type": "detailsview", "view_id": "29611"}}]'::jsonb, NULL) ON CONFLICT (id) DO UPDATE SET layout = EXCLUDED.layout; +INSERT INTO tbl_appconfig_screens (id, source_screen_id, app_id, screen_name, device, description, layout, permissions) VALUES (20026, 29642, 20, 'P2P - Clarification Detail', 'desktop', 'P2P - Clarification Detail', '[{"type": "element", "style": {"width": "100%", "padding": "16px"}, "config": {"type": "detailsview", "view_id": "29612"}}]'::jsonb, NULL) ON CONFLICT (id) DO UPDATE SET layout = EXCLUDED.layout; + +-- RV Screens +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20001, 29601, 20, 'Vendor - My Invoices', 'desktop', 'Vendor - My Invoices', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "current_state_name", "display": "Status", "key_name": "current_state_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "po_number", "display": "PO #", "key_name": "po_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "created_at", "display": "Submitted", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29601", "on_row_click": {"screen_id": "29641", "job_template": "navigate_to_screen"}}}]'::jsonb, 29504) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20002, 29602, 20, 'Department - Pending Clarifications', 'desktop', 'Department - Pending Clarifications', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "vendor_name", "display": "Vendor", "key_name": "vendor_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "target_department", "display": "Department", "key_name": "target_department", "data_type": "text"}, {"id": "created_at", "display": "Created", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29602", "on_row_click": {"screen_id": "29642", "job_template": "navigate_to_screen"}}}]'::jsonb, 29502) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20003, 29603, 20, 'Finance - Review Queue', 'desktop', 'Finance - Review Queue', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "vendor_name", "display": "Vendor", "key_name": "vendor_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "recommendation", "display": "AI Recommendation", "key_name": "recommendation", "data_type": "text"}, {"id": "recommended_amount", "display": "Recommended Amt", "key_name": "recommended_amount", "data_type": "number"}, {"id": "created_at", "display": "Created", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29603", "on_row_click": {"screen_id": "29643", "job_template": "navigate_to_screen"}}}]'::jsonb, 29503) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_rv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, rv_template_id) VALUES (20004, 29604, 20, 'Admin - All Invoices', 'desktop', 'Admin - All Invoices', '[{"type": "element", "style": {}, "config": {"type": "rv_table", "columns": [{"id": "current_state_name", "display": "Status", "key_name": "current_state_name", "data_type": "text"}, {"id": "vendor_name", "display": "Vendor", "key_name": "vendor_name", "data_type": "text"}, {"id": "invoice_number", "display": "Invoice #", "key_name": "invoice_number", "data_type": "text"}, {"id": "po_number", "display": "PO #", "key_name": "po_number", "data_type": "text"}, {"id": "total_amount", "display": "Amount", "key_name": "total_amount", "data_type": "number"}, {"id": "created_at", "display": "Created", "key_name": "created_at", "data_type": "datetime"}], "view_id": "29604", "on_row_click": {"screen_id": "29641", "job_template": "navigate_to_screen"}}}]'::jsonb, 29501) ON CONFLICT (id) DO NOTHING; + +-- DV Screens +INSERT INTO tbl_appconfig_dv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, dv_template_id) VALUES (20004, 29611, 20, 'Invoice Detail View', 'desktop', 'Invoice Detail View', '[{"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "Invoice Details", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Status", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Status", "keyName": "current_state_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Vendor", "keyName": "vendor_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Invoice #", "keyName": "invoice_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Date", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Date", "keyName": "invoice_date"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "PO Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "PO #", "keyName": "po_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Total Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "total_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Tax Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Tax", "keyName": "tax_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Payment Terms", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Terms", "keyName": "payment_terms"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor Notes", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Notes", "keyName": "notes"}}}]'::jsonb, 29511) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_dv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, dv_template_id) VALUES (20006, 29613, 20, 'Finance Review Detail View', 'desktop', 'Finance Review Detail View', '[{"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "Invoice Details", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Status", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Status", "keyName": "current_state_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Vendor", "keyName": "vendor_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Invoice #", "keyName": "invoice_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "PO Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "PO #", "keyName": "po_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "total_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Tax", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Tax", "keyName": "tax_amount"}}}, {"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "AI Recommendation", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Recommendation", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Recommendation", "keyName": "recommendation"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Recommended Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "recommended_amount"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Match Summary", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Match Summary", "keyName": "match_summary"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "AI Reasoning", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Reasoning", "keyName": "ai_reasoning"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "AI Confidence", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Confidence", "keyName": "ai_confidence"}}}, {"type": "element", "style": {"display": "inline-block", "marginTop": "20px", "marginRight": "8px"}, "config": {"icon": "check_circle", "name": "Approve Payment", "type": "button", "params": {"activity_id": "p2p-act-approve-payment", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-primary"]}, {"type": "element", "style": {"display": "inline-block", "marginTop": "20px", "marginRight": "8px"}, "config": {"icon": "cancel", "name": "Reject Payment", "type": "button", "params": {"activity_id": "p2p-act-reject-payment", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-outline"]}, {"type": "element", "style": {"display": "inline-block", "marginTop": "20px"}, "config": {"icon": "pause_circle", "name": "Hold Payment", "type": "button", "params": {"activity_id": "p2p-act-hold-payment", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-outline"]}]'::jsonb, 29513) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_dv_screens (id, source_screen_id, app_id, screen_name, device, description, layout, dv_template_id) VALUES (20005, 29612, 20, 'Clarification Detail View', 'desktop', 'Clarification Detail View', '[{"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "Invoice Summary", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Vendor", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Vendor", "keyName": "vendor_name"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Invoice Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Invoice #", "keyName": "invoice_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "PO Number", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "PO #", "keyName": "po_number"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Amount", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Amount", "keyName": "total_amount"}}}, {"type": "element", "style": {"fontSize": "16px", "marginTop": "20px", "fontWeight": "700", "borderBottom": "1px solid #e2e8f0", "marginBottom": "8px", "paddingBottom": "6px"}, "config": {"name": "AI Clarification Request", "type": "label"}, "classes": []}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Target Department", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Department", "keyName": "target_department"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Question from AI", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Question", "keyName": "clarification_question"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Context", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Context", "keyName": "clarification_context"}}}, {"type": "element", "style": {"color": "#64748b", "fontSize": "13px", "marginTop": "12px", "fontWeight": "600"}, "config": {"name": "Analysis So Far", "type": "label"}, "classes": []}, {"type": "element", "style": {"marginBottom": "4px"}, "config": {"type": "field", "field": {"label": "Analysis", "keyName": "analysis_so_far"}}}, {"type": "element", "style": {"marginTop": "20px"}, "config": {"icon": "reply", "name": "Respond to Clarification", "type": "button", "params": {"activity_id": "p2p-act-provide-clarification", "workflow_id": "wf_p2p_invoice_demo"}, "action_end": [{"type": "refresh_page"}], "job_template": "perform_activity"}, "classes": ["z-btn-primary"]}]'::jsonb, 29512) ON CONFLICT (id) DO NOTHING; + +-- Form Screens +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20136, 20094, 'p2p-act-submit-invoice', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9401", "w": 6, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9402", "w": 6, "x": 6, "y": 0}, {"h": 1, "i": "p2p-field-9403", "w": 6, "x": 0, "y": 1}, {"h": 1, "i": "p2p-field-9404", "w": 6, "x": 6, "y": 1}, {"h": 1, "i": "p2p-field-9405", "w": 6, "x": 0, "y": 2}, {"h": 1, "i": "p2p-field-9406", "w": 6, "x": 6, "y": 2}, {"h": 1, "i": "p2p-field-9407", "w": 6, "x": 0, "y": 3}, {"h": 1, "i": "p2p-field-9408", "w": 6, "x": 6, "y": 3}, {"h": 1, "i": "p2p-field-9409", "w": 6, "x": 0, "y": 4}, {"h": 1, "i": "p2p-field-9410", "w": 6, "x": 6, "y": 4}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20137, 20095, 'p2p-act-provide-clarification', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9415", "w": 12, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9416", "w": 12, "x": 0, "y": 1}, {"h": 1, "i": "p2p-field-9417", "w": 12, "x": 0, "y": 2}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20138, 20096, 'p2p-act-approve-payment', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9423", "w": 6, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9424", "w": 6, "x": 6, "y": 0}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20139, 20097, 'p2p-act-reject-payment', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9425", "w": 12, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9426", "w": 12, "x": 0, "y": 1}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; +INSERT INTO tbl_appconfig_form_screens (id, source_form_id, activity_uid, device_type, layout, grid_config, app_id) VALUES (20140, 20098, 'p2p-act-hold-payment', 'desktop', '[]'::jsonb, '[{"h": 1, "i": "p2p-field-9427", "w": 12, "x": 0, "y": 0}, {"h": 1, "i": "p2p-field-9428", "w": 12, "x": 0, "y": 1}]'::jsonb, 20) ON CONFLICT (id) DO NOTHING; + +-- Header Config +INSERT INTO tbl_appconfig_header_config (id, app_id, device_type, config) VALUES (20001, 20, 'desktop', '{"slots": {"left": ["logo", "nav"], "right": ["profile"], "center": []}, "layout": {"type": "classic", "height": "56px", "position": "sticky", "full_width": true}, "components": {"nav": {"items": [{"id": "nav_vendor", "icon": "receipt_long", "type": "screen", "label": "My Invoices", "screen_id": 29631}, {"id": "nav_clarifications", "icon": "help_outline", "type": "screen", "label": "Pending Clarifications", "screen_id": 29632}, {"id": "nav_finance", "icon": "account_balance", "type": "screen", "label": "Finance Review", "screen_id": 29633}, {"id": "nav_all", "icon": "list_alt", "type": "screen", "label": "All Invoices", "screen_id": 29634}]}, "logo": {"text": "P2P Invoice System", "display_type": "text"}, "profile": {"shape": "circle", "show_name": true}}}'::jsonb) ON CONFLICT (id) DO UPDATE SET config = EXCLUDED.config; diff --git a/src/App.tsx b/src/App.tsx new file mode 100644 index 0000000..4a187b0 --- /dev/null +++ b/src/App.tsx @@ -0,0 +1,37 @@ +import { Routes, Route, Navigate } from 'react-router-dom' +import { ProtectedRoute } from './components/ProtectedRoute' +import Login from './pages/Login' +import AppShell from './components/AppShell' + +export default function App() { + return ( + + } /> + + + + } + /> + + + + } + /> + + + + } + /> + } /> + + ) +} diff --git a/src/api/viewService.ts b/src/api/viewService.ts new file mode 100644 index 0000000..0dcf335 --- /dev/null +++ b/src/api/viewService.ts @@ -0,0 +1,422 @@ +import { APP_ID } from "../config"; + +const TOKEN_KEY = "zino_token"; + +function baseUrl(): string { + return (import.meta.env.VITE_ZINO_API_URL || "").replace(/\/+$/, ""); +} + +function headers(): Record { + const h: Record = { "Content-Type": "application/json" }; + const token = localStorage.getItem(TOKEN_KEY); + if (token) h["Authorization"] = `Bearer ${token}`; + return h; +} + +async function request(method: string, path: string, body?: unknown): Promise { + const res = await fetch(`${baseUrl()}${path}`, { + method, + headers: headers(), + body: body ? JSON.stringify(body) : undefined, + }); + if (res.status === 401) { + localStorage.removeItem(TOKEN_KEY); + localStorage.removeItem("zino_user"); + window.location.href = `${import.meta.env.BASE_URL}login`; + throw new Error("Unauthorized"); + } + if (!res.ok) { + let msg = res.statusText; + try { const e = await res.json(); if (e.error) msg = e.error; } catch {} + throw new Error(msg); + } + if (res.status === 204) return undefined as T; + return res.json() as Promise; +} + +// --------------------------------------------------------------------------- +// Header +// --------------------------------------------------------------------------- + +export interface HeaderConfig { + slots: { left: string[]; right: string[]; center: string[] }; + layout: { type: string; height: string; position: string; full_width: boolean }; + components: { + nav?: { items: NavItem[] }; + logo?: { text?: string; image_url?: string; display_type: string }; + profile?: { shape: string; show_name: boolean }; + }; +} + +export interface NavItem { + id: string; + icon: string; + type: string; + label: string; + screen_uuid: string; +} + +export async function getHeaderConfig(deviceType = "desktop"): Promise { + const raw = await request("GET", `/app/${APP_ID}/view/header/${deviceType}`); + return raw.config ?? raw; +} + +// --------------------------------------------------------------------------- +// Screens +// --------------------------------------------------------------------------- + +export interface ScreenListItem { + id: number; + source_screen_id: number; + screen_name: string; + device: string; + description: string; +} + +export interface ScreenLayout { + id: number; + source_screen_id: number; + screen_name: string; + layout: LayoutElement[]; +} + +export interface LayoutElement { + type: string; + style?: Record; + config: Record; + classes?: string[]; +} + +export function getScreens(deviceType = "desktop"): Promise { + return request("GET", `/app/${APP_ID}/view/screens?device_type=${deviceType}`); +} + +export function getScreen(idOrUuid: number | string): Promise { + return request("GET", `/app/${APP_ID}/view/screens/${idOrUuid}`); +} + +// --------------------------------------------------------------------------- +// RV Screens +// --------------------------------------------------------------------------- + +export interface RVScreen { + id: number; + source_screen_id: number; + screen_name: string; + rv_template_uid: string; + layout?: any; +} + +// Accepts either the numeric source_screen_id OR the source_uuid — both +// are accepted by the view-service's rv-screens endpoint. +export function getRVScreen(idOrUuid: number | string): Promise { + return request("GET", `/app/${APP_ID}/view/rv-screens/${idOrUuid}`); +} + +// --------------------------------------------------------------------------- +// Record View (POST-based) +// --------------------------------------------------------------------------- + +export interface SearchQuery { + page?: number; + limit?: number; + sort_by?: string; + sort_dir?: "asc" | "desc"; + search?: string; + filters?: Array<{ field_key: string; value: string; data_type?: string }>; +} + +export interface RecordViewField { + field_key: string; + output_label: string; + data_type: string; + is_filter: boolean; + is_search: boolean; + type?: string; + activity_id?: string; +} + +export interface TileValue { + tile_uid: string; + key: string; + value: unknown; +} + +export interface ChartDataRow { + dimension: unknown; + series?: string; + value: unknown; +} + +export interface ChartDataResponse { + chart_uid: string; + key: string; + rows: ChartDataRow[]; +} + +export interface RecordViewResponse { + config: { fields: RecordViewField[] }; + data: Record[]; + pagination?: { + page: number; + limit: number; + total_count: number; + total_pages: number; + }; + tile_values?: TileValue[]; + chart_data?: ChartDataResponse[]; +} + +export function getRecordView( + rvTemplateUid: string, + rvScreenId: string | number, + query: SearchQuery = {}, +): Promise { + return request("POST", `/app/${APP_ID}/view/recordview`, { + rv_template_uid: rvTemplateUid, + rv_screen_id: String(rvScreenId), + search_query: { + page: query.page || 1, + limit: query.limit || 50, + sort_by: query.sort_by || "", + sort_dir: query.sort_dir || "desc", + search: query.search || "", + filters: query.filters || [], + }, + }); +} + +export function getRecordViewLegacy( + rvUid: string, + query: SearchQuery = {}, +): Promise { + const qs = new URLSearchParams(); + qs.set("rv_id", rvUid); + if (query.page) qs.set("page", String(query.page)); + if (query.limit) qs.set("limit", String(query.limit)); + if (query.sort_by) qs.set("sort_by", query.sort_by); + if (query.sort_dir) qs.set("sort_dir", query.sort_dir); + if (query.search) qs.set("search", query.search); + if (query.filters) { + for (const f of query.filters) { + qs.set(`filter.${f.field_key}`, f.value); + } + } + return request("GET", `/recordview?${qs.toString()}`); +} + +// --------------------------------------------------------------------------- +// DV Screens +// --------------------------------------------------------------------------- + +export interface DVScreen { + id: number; + source_screen_id: number; + screen_name: string; + dv_template_uid: string; + layout?: any; +} + +export function getDVScreen(idOrUuid: number | string): Promise { + return request("GET", `/app/${APP_ID}/view/dv-screens/${idOrUuid}`); +} + +// --------------------------------------------------------------------------- +// Detail View +// --------------------------------------------------------------------------- + +export interface DetailViewResponse { + config: { fields: Array<{ field_key: string; output_label: string; data_type: string }> }; + data: Record; +} + +export function getDetailView(dvSourceIdOrUid: number | string, instanceId: string): Promise { + return request( + "GET", + `/app/${APP_ID}/view/detailview/${encodeURIComponent(String(dvSourceIdOrUid))}?instance_id=${encodeURIComponent(instanceId)}`, + ); +} + +export function getDetailViewLegacy(dvUid: string, instanceId: string): Promise { + return request( + "GET", + `/detailview?dv_id=${encodeURIComponent(dvUid)}&instance_id=${encodeURIComponent(instanceId)}`, + ); +} + +// --------------------------------------------------------------------------- +// Form Screens +// --------------------------------------------------------------------------- + +export interface FormScreenField { + id: string; + uid: string; + name: string; + type: string; + data_type: string; + mandatory: boolean; + value?: any; + properties?: { + options?: Array<{ label: string; value: string }>; + country_code?: string; + }; +} + +export interface FormScreenResponse { + id: number; + activity_uid: string; + activity_name: string; + device_type: string; + fields: FormScreenField[]; + grid_config: Array<{ i: string; x: number; y: number; w: number; h: number }>; + layout: any[]; +} + +export function getFormScreen( + activityId: string, + instanceId?: string, + deviceType = "desktop", +): Promise { + const numericInstanceId = instanceId ? Number(instanceId) : undefined; + return request("POST", `/app/${APP_ID}/view/form-screens`, { + activity_id: activityId, + device_type: deviceType, + ...(numericInstanceId && !Number.isNaN(numericInstanceId) + ? { instance_id: numericInstanceId } + : {}), + }); +} + +// --------------------------------------------------------------------------- +// Workflow Actions +// --------------------------------------------------------------------------- + +export interface WorkflowResponse { + success: boolean; + status_code?: number; + message?: string; + data?: Record; + instance_id?: string; +} + +// Core-service expects the workflow UUID as `workflow_uuid` — the numeric +// `workflow_id` field was removed when the clone-portable identifier rolled out. +export function startWorkflow( + workflowUuid: string, + activityId: string, + data?: Record, +): Promise { + return request("POST", `/app/${APP_ID}/start`, { + workflow_uuid: workflowUuid, + activity_id: activityId, + data, + }); +} + +export function performActivity( + workflowUuid: string, + instanceId: string, + activityId: string, + data?: Record, +): Promise { + const numericInstanceId = Number(instanceId); + return request("POST", `/app/${APP_ID}/activity`, { + workflow_uuid: workflowUuid, + instance_id: Number.isNaN(numericInstanceId) ? instanceId : numericInstanceId, + activity_id: activityId, + data, + }); +} + +export function submitForm( + workflowUuid: string, + activityId: string, + formData: Record, + instanceId?: string, + deviceType = "desktop", +): Promise { + const numericInstanceId = instanceId ? Number(instanceId) : undefined; + return request("POST", `/app/${APP_ID}/form/submit`, { + workflow_uuid: workflowUuid, + activity_id: activityId, + device_type: deviceType, + form_data: formData, + ...(numericInstanceId && !Number.isNaN(numericInstanceId) + ? { instance_id: numericInstanceId } + : {}), + }); +} + +// --------------------------------------------------------------------------- +// Instance +// --------------------------------------------------------------------------- + +export interface InstanceResponse { + instance_id: string; + workflow_id: string; + current_state_id: string; + current_state_name: string; + data: Record; + created_at: string; + updated_at: string; +} + +export function getInstance(workflowUuid: string, instanceId: string): Promise { + return request("POST", `/app/${APP_ID}/instance`, { + workflow_uuid: workflowUuid, + instance_id: Number(instanceId), + }); +} + +// --------------------------------------------------------------------------- +// Audit +// --------------------------------------------------------------------------- + +export interface AuditEntry { + id: number; + user_id: string; + user_roles: string[]; + activity_id: string; + data: Record; + execution_state: string; + created_at: string; + // Optional human-readable summary line. Populated by useInstanceMeta when + // the audit is synthesised from instance.data._activities. + context?: string; +} + +export function getAuditLog(instanceId: string): Promise { + return request("GET", `/app/${APP_ID}/view/audit?instance_id=${encodeURIComponent(instanceId)}`); +} + +// --------------------------------------------------------------------------- +// RDBMS lookup records — used by the demo calendar to pull rows from the +// `mahindra_demo` schema via the lookup-field config on the INIT activity. +// --------------------------------------------------------------------------- + +export interface RdbmsLookupResponse { + records: Record[]; + total: number; + limit: number; + offset: number; +} + +export interface RdbmsLookupQuery { + workflowId: number; + activityId: string; + fieldId: string; + limit?: number; + offset?: number; + search?: string; +} + +export function fetchRdbmsLookupRecords(templateUuid: string, q: RdbmsLookupQuery): Promise { + return request("POST", `/app/${APP_ID}/rdbms-templates/${encodeURIComponent(templateUuid)}/records`, { + workflow_id: q.workflowId, + activity_id: q.activityId, + field_id: q.fieldId, + limit: q.limit ?? 1000, + offset: q.offset ?? 0, + search: q.search ?? "", + }); +} diff --git a/src/components/AppShell.tsx b/src/components/AppShell.tsx new file mode 100644 index 0000000..6035456 --- /dev/null +++ b/src/components/AppShell.tsx @@ -0,0 +1,302 @@ +import { useEffect, useState, useCallback } from "react"; +import { useNavigate, useParams } from "react-router-dom"; +import { Loader2, CheckCircle2, XCircle, PauseCircle, MessageSquare, Clock } from "lucide-react"; +import DynamicHeader from "./DynamicHeader"; +import DashboardStats from "./DashboardStats"; +import ScreenRenderer from "./ScreenRenderer"; +import { TableSkeleton } from "./Skeleton"; +import DetailViewPanel from "./DetailViewPanel"; +import FormModal from "./FormModal"; +import { getHeaderConfig, getScreen, getAuditLog, getInstance, type LayoutElement, type NavItem, type AuditEntry } from "../api/viewService"; +import { WORKFLOW_ID, ACTIVITY_IDS, STATE_IDS, SCREEN_UUIDS, RDBMS_RV_SCREEN_UUID, RDBMS_DV_SCREEN_UUID } from "../config"; +import RecordViewTable from "./RecordViewTable"; + +// Keys + values are UUIDs (source_uuid from tbl_appconfig_rv_screens / dv_screens / screens). +const RDBMS_SCREENS: Record = { + [RDBMS_RV_SCREEN_UUID]: RDBMS_RV_SCREEN_UUID, // Purchase Orders (Vendor Data) rv_screen +}; + +const RDBMS_SCREEN_LABELS: Record = { + [RDBMS_RV_SCREEN_UUID]: "Purchase Orders", +}; + +// RDBMS list screen → DV screen (both are dv/rv screen source_uuids). +const RDBMS_DETAIL_SCREENS: Record = { + [RDBMS_RV_SCREEN_UUID]: RDBMS_DV_SCREEN_UUID, +}; + +// List screen → detail screen (tbl_appconfig_screens source_uuid). +const SCREEN_TO_DETAIL_SCREEN: Record = { + [SCREEN_UUIDS.MY_INVOICES]: SCREEN_UUIDS.INVOICE_DETAIL, + [SCREEN_UUIDS.PENDING_CLARIFICATIONS]: SCREEN_UUIDS.CLARIFICATION_DETAIL, + [SCREEN_UUIDS.FINANCE_REVIEW]: SCREEN_UUIDS.FINANCE_REVIEW_DETAIL, + [SCREEN_UUIDS.ALL_INVOICES]: SCREEN_UUIDS.INVOICE_DETAIL, +}; + +const ACTIVITY_META: Record = { + [ACTIVITY_IDS.PROVIDE_CLARIFICATION]: { label: "Provide Clarification", icon: , style: "primary" }, + [ACTIVITY_IDS.APPROVE_PAYMENT]: { label: "Approve", icon: , style: "primary" }, + [ACTIVITY_IDS.REJECT_PAYMENT]: { label: "Reject", icon: , style: "danger" }, + [ACTIVITY_IDS.HOLD_PAYMENT]: { label: "Hold", icon: , style: "ghost" }, +}; + +const BTN_STYLES: Record = { + primary: "text-white shadow-lg shadow-violet-500/25 hover:shadow-violet-500/40 hover:scale-[1.02]", + danger: "text-red-600 dark:text-red-400 bg-white dark:bg-zinc-900 border border-red-200 dark:border-red-800 hover:bg-red-50 dark:hover:bg-red-950/30", + ghost: "text-slate-600 dark:text-zinc-300 bg-white dark:bg-zinc-900 border border-slate-200 dark:border-zinc-700 hover:bg-slate-50 dark:hover:bg-zinc-800", +}; + +export default function AppShell() { + const navigate = useNavigate(); + const params = useParams(); + const screenIdParam = params.screenId ?? null; + const instanceIdParam = params.instanceId; + + const [activeScreenId, setActiveScreenId] = useState(screenIdParam); + const [layout, setLayout] = useState([]); + const [loading, setLoading] = useState(true); + const [ready, setReady] = useState(false); + + const [detailInstanceId, setDetailInstanceId] = useState(instanceIdParam || null); + const [detailViewId, setDetailViewId] = useState(null); + const [detailScreenLayout, setDetailScreenLayout] = useState(null); + + const [refreshKey, setRefreshKey] = useState(0); + const [formModal, setFormModal] = useState<{ activityId: string; instanceId: string; title: string } | null>(null); + const [instanceState, setInstanceState] = useState(null); + const [audit, setAudit] = useState([]); + const [sidebarOpen, setSidebarOpen] = useState(true); + const [navItems, setNavItems] = useState([]); + + // Init + useEffect(() => { + if (!screenIdParam && !instanceIdParam) { + getHeaderConfig("desktop").then((cfg) => { + const items = cfg.components?.nav?.items ?? []; + setNavItems(items); + if (items.length > 0) handleNavigate(items[0].screen_uuid); + }).catch(console.error).finally(() => setReady(true)); + } else { + setReady(true); + if (instanceIdParam && screenIdParam) { + setDetailInstanceId(instanceIdParam); + setDetailViewId(SCREEN_TO_DETAIL_SCREEN[screenIdParam] ?? RDBMS_DETAIL_SCREENS[screenIdParam] ?? SCREEN_UUIDS.INVOICE_DETAIL); + } + } + }, []); + + // Sync detail state with URL params on browser back/forward + useEffect(() => { + if (!params.instanceId && detailInstanceId) { + setDetailInstanceId(null); + setDetailViewId(null); + setDetailScreenLayout(null); + setInstanceState(null); + setAudit([]); + } else if (params.instanceId && params.instanceId !== detailInstanceId) { + setDetailInstanceId(params.instanceId); + const sid = params.screenId ?? activeScreenId; + if (sid) setDetailViewId(SCREEN_TO_DETAIL_SCREEN[sid] ?? RDBMS_DETAIL_SCREENS[sid] ?? SCREEN_UUIDS.INVOICE_DETAIL); + } + }, [params.instanceId]); + + // Load screen layout (skip for RDBMS screens — rendered directly) + useEffect(() => { + if (!activeScreenId || detailInstanceId) return; + if (RDBMS_SCREENS[activeScreenId]) { setLoading(false); return; } + setLoading(true); + getScreen(activeScreenId) + .then((s) => setLayout(s.layout ?? [])) + .catch(console.error) + .finally(() => setLoading(false)); + }, [activeScreenId, detailInstanceId]); + + // Load detail screen + useEffect(() => { + if (!detailViewId) return; + getScreen(detailViewId) + .then((s) => setDetailScreenLayout(s.layout ?? [])) + .catch(() => setDetailScreenLayout(null)); + }, [detailViewId]); + + // Load instance state + audit + useEffect(() => { + if (!detailInstanceId) return; + getInstance(WORKFLOW_ID, detailInstanceId) + .then((inst) => setInstanceState(inst.current_state_id)) + .catch(() => {}); + getAuditLog(detailInstanceId).then(setAudit).catch(() => setAudit([])); + }, [detailInstanceId]); + + const handleNavigate = useCallback((id: string) => { + setActiveScreenId(id); setDetailInstanceId(null); setDetailViewId(null); + setDetailScreenLayout(null); setInstanceState(null); setAudit([]); + if (RDBMS_SCREENS[id]) setLayout([]); + navigate(`/screen/${id}`); + }, [navigate]); + + const handleRowClick = useCallback((instanceId: string) => { + const dvScreenId = activeScreenId ? (SCREEN_TO_DETAIL_SCREEN[activeScreenId] ?? SCREEN_UUIDS.INVOICE_DETAIL) : SCREEN_UUIDS.INVOICE_DETAIL; + setDetailInstanceId(instanceId); + setDetailViewId(dvScreenId); + navigate(`/screen/${activeScreenId}/detail/${instanceId}`); + }, [activeScreenId, navigate]); + + const handleBack = () => { + setDetailInstanceId(null); setDetailViewId(null); setDetailScreenLayout(null); + setInstanceState(null); setAudit([]); + navigate(`/screen/${activeScreenId}`); + }; + + const handleFormSuccess = () => { + setFormModal(null); + if (detailInstanceId) { + const v = detailViewId; setDetailViewId(null); setTimeout(() => setDetailViewId(v), 50); + getAuditLog(detailInstanceId).then(setAudit).catch(() => {}); + } + }; + + const actions = (() => { + if (!instanceState) return []; + if (instanceState === STATE_IDS.AWAITING_CLARIFICATION) return [ACTIVITY_IDS.PROVIDE_CLARIFICATION]; + if (instanceState === STATE_IDS.FINANCE_REVIEW) return [ACTIVITY_IDS.APPROVE_PAYMENT, ACTIVITY_IDS.REJECT_PAYMENT, ACTIVITY_IDS.HOLD_PAYMENT]; + return []; + })(); + + if (!ready) return ( +
+
+ + Loading… +
+
+ ); + + return ( +
+ + +
+
+ {detailInstanceId && detailViewId ? ( +
+
+ {/* Breadcrumb */} + + {actions.length > 0 && ( +
+ {actions.map((id) => { + const m = ACTIVITY_META[id]; + if (!m) return null; + return ( + + ); + })} +
+ )} +
+ + {detailScreenLayout ? : } + + {audit.length > 0 && ( +
+
+
+ +
+

Activity Timeline

+ {audit.length} events +
+
+
+
+
+ {audit.map((e, i) => { + const isFirst = i === 0; + const isLast = i === audit.length - 1; + return ( +
+
+
+
+ + {fmtAct(e.activity_id)} + + {isLast && ( + + Latest + + )} +
+ + {new Date(e.created_at).toLocaleString("en-IN", { day: "2-digit", month: "short", hour: "2-digit", minute: "2-digit" })} + +
+
+ ); + })} +
+
+
+
+ )} +
+ ) : loading ? ( + <> + ) : activeScreenId && RDBMS_SCREENS[activeScreenId] ? ( + { + setDetailInstanceId(pkValue); + setDetailViewId(RDBMS_DETAIL_SCREENS[activeScreenId]); + navigate(`/screen/${activeScreenId}/detail/${pkValue}`); + } : undefined} + /> + ) : layout.length > 0 ? ( + <> setRefreshKey((k) => k + 1)} /> + ) : ( +
Select a screen from the navigation
+ )} +
+
+ + {formModal && setFormModal(null)} onSuccess={handleFormSuccess} />} +
+ ); +} + +function fmtAct(id: string): string { return id.replace(/^p2p-act-/, "").replace(/-/g, " ").replace(/\b\w/g, (c) => c.toUpperCase()); } diff --git a/src/components/DashboardStats.tsx b/src/components/DashboardStats.tsx new file mode 100644 index 0000000..b90d1c8 --- /dev/null +++ b/src/components/DashboardStats.tsx @@ -0,0 +1,84 @@ +import { useEffect, useState } from "react"; +import { FileText, AlertCircle, Clock, CheckCircle2 } from "lucide-react"; +import { getRecordView, getRVScreen } from "../api/viewService"; +import { StatsSkeleton } from "./Skeleton"; +import { ALL_INVOICES_RV_SCREEN_UUID, RECORD_VIEW_IDS } from "../config"; + +const ALL_INVOICES_VIEW = ALL_INVOICES_RV_SCREEN_UUID; + +interface Stats { + total: number; + pendingClarification: number; + financeReview: number; + approved: number; +} + +export default function DashboardStats() { + const [stats, setStats] = useState(null); + const [loading, setLoading] = useState(true); + + useEffect(() => { + async function fetchStats() { + try { + const rvScreen = await getRVScreen(ALL_INVOICES_VIEW); + const id = rvScreen.rv_template_uid; + const rvUid = RECORD_VIEW_IDS.ALL_INVOICES; + + // Step 1: get exact total from pagination + const countRes = await getRecordView(id, rvUid, { page: 1, limit: 1 }); + const total = countRes.pagination?.total_count ?? 0; + + let pendingClarification = 0, financeReview = 0, approved = 0; + + if (total > 0) { + // Step 2: fetch all rows in one call using exact total as limit + const allRes = await getRecordView(id, rvUid, { page: 1, limit: total }); + for (const row of allRes.data ?? []) { + const state = String(row.current_state_name ?? ""); + if (state === "Awaiting Clarification") pendingClarification++; + else if (state === "Finance Review") financeReview++; + else if (state === "Approved") approved++; + } + } + + setStats({ total, pendingClarification, financeReview, approved }); + } catch { + setStats({ total: 0, pendingClarification: 0, financeReview: 0, approved: 0 }); + } finally { + setLoading(false); + } + } + fetchStats(); + }, []); + + if (loading) return ; + if (!stats) return null; + + const cards = [ + { label: "Total Invoices", value: stats.total, icon: FileText, color: "text-slate-500 dark:text-zinc-400", bg: "bg-slate-100 dark:bg-zinc-800" }, + { label: "Pending Clarification", value: stats.pendingClarification, icon: AlertCircle, color: "text-amber-600 dark:text-amber-400", bg: "bg-amber-50 dark:bg-amber-950/40" }, + { label: "Finance Review", value: stats.financeReview, icon: Clock, color: "text-indigo-600 dark:text-indigo-400", bg: "bg-indigo-50 dark:bg-indigo-950/40" }, + { label: "Approved", value: stats.approved, icon: CheckCircle2, color: "text-emerald-600 dark:text-emerald-400", bg: "bg-emerald-50 dark:bg-emerald-950/40" }, + ]; + + return ( +
+ {cards.map((card) => { + const Icon = card.icon; + return ( +
+
+ +
+
+
+ {card.value} +
+
{card.label}
+
+
+ ); + })} +
+ ); +} diff --git a/src/components/DetailViewPanel.tsx b/src/components/DetailViewPanel.tsx new file mode 100644 index 0000000..a30252a --- /dev/null +++ b/src/components/DetailViewPanel.tsx @@ -0,0 +1,363 @@ +import { useEffect, useState, useRef } from "react"; +import { Hash, Calendar, Sparkles, TrendingUp, MessageSquare, ChevronDown, ChevronUp } from "lucide-react"; +import { getDVScreen, getDetailView } from "../api/viewService"; +import { DetailSkeleton } from "./Skeleton"; + +interface Field { field_key: string; output_label: string; data_type: string } +interface Props { viewId: number | string; instanceId: string } + +type GroupKey = "hero" | "vendor" | "financial" | "dates" | "ai" | "general"; + +// --------------------------------------------------------------------------- +// Classification +// --------------------------------------------------------------------------- + +function classify(key: string): GroupKey { + const k = key.toLowerCase(); + if (["invoice_number", "invoice_no", "inv_number", "po_number", "po_no", "order_number"].includes(k)) return "hero"; + if (k.startsWith("ai_") || k.includes("recommendation") || k.includes("confidence") || + k.includes("clarification") || k.includes("analysis") || k.includes("risk") || + k.includes("anomal") || k.includes("match_summary") || k.includes("reasoning") || + k.includes("reviewer") || k.includes("rejection") || k.includes("hold_reason") || + k.includes("response_text") || k.includes("response_notes") || + k.includes("confirmed_quantity") || k === "target_department" || + k.includes("recommended_amount") || k.includes("approved_amount")) return "ai"; + if (k.startsWith("vendor") || k.startsWith("supplier") || k === "gstin" || k === "pan") return "vendor"; + if (["total_amount","tax_amount","net_amount","gross_amount","subtotal","discount", + "tds","cgst","sgst","igst","cess","line_total","line_amount"].includes(k) || + ["price","cost","payment"].some(x => k.includes(x))) return "financial"; + if (k.includes("date") || k.includes("due") || k.includes("delivery") || k.includes("expected") || + k === "period" || k === "financial_year") return "dates"; + return "general"; +} + +// --------------------------------------------------------------------------- +// Status +// --------------------------------------------------------------------------- + +const STATUS: Record = { + "Invoice Submitted": { pill: "text-sky-700 bg-sky-50 ring-sky-200 dark:text-sky-300 dark:bg-sky-950/50 dark:ring-sky-800/60", dot: "bg-sky-500", bar: "bg-sky-500" }, + "AI Analysis": { pill: "text-violet-700 bg-violet-50 ring-violet-200 dark:text-violet-300 dark:bg-violet-950/50 dark:ring-violet-800/60", dot: "bg-violet-500", bar: "bg-violet-500", pulse: true }, + "Awaiting Clarification": { pill: "text-amber-700 bg-amber-50 ring-amber-200 dark:text-amber-300 dark:bg-amber-950/50 dark:ring-amber-800/60", dot: "bg-amber-500", bar: "bg-amber-400" }, + "Finance Review": { pill: "text-indigo-700 bg-indigo-50 ring-indigo-200 dark:text-indigo-300 dark:bg-indigo-950/50 dark:ring-indigo-800/60", dot: "bg-indigo-500", bar: "bg-indigo-500" }, + "Approved": { pill: "text-emerald-700 bg-emerald-50 ring-emerald-200 dark:text-emerald-300 dark:bg-emerald-950/50 dark:ring-emerald-800/60", dot: "bg-emerald-500", bar: "bg-emerald-500" }, + "Rejected": { pill: "text-red-700 bg-red-50 ring-red-200 dark:text-red-300 dark:bg-red-950/50 dark:ring-red-800/60", dot: "bg-red-500", bar: "bg-red-500" }, + "On Hold": { pill: "text-slate-600 bg-slate-100 ring-slate-200 dark:text-zinc-400 dark:bg-zinc-800 dark:ring-zinc-700", dot: "bg-slate-400", bar: "bg-slate-400" }, + // PO statuses + "Pending": { pill: "text-amber-700 bg-amber-50 ring-amber-200 dark:text-amber-300 dark:bg-amber-950/50 dark:ring-amber-800/60", dot: "bg-amber-500", bar: "bg-amber-400" }, + "Delivered": { pill: "text-sky-700 bg-sky-50 ring-sky-200 dark:text-sky-300 dark:bg-sky-950/50 dark:ring-sky-800/60", dot: "bg-sky-500", bar: "bg-sky-500" }, + "Cancelled": { pill: "text-red-700 bg-red-50 ring-red-200 dark:text-red-300 dark:bg-red-950/50 dark:ring-red-800/60", dot: "bg-red-500", bar: "bg-red-500" }, +}; +const DS: { pill: string; dot: string; bar: string; pulse?: boolean } = { pill: "text-slate-600 bg-slate-100 ring-slate-200 dark:text-zinc-400 dark:bg-zinc-800 dark:ring-zinc-700", dot: "bg-slate-400", bar: "bg-slate-300" }; + +// Fields that are raw JSON — don't render +const SKIP_KEYS = new Set(["analysis_so_far"]); + +// --------------------------------------------------------------------------- +// Main +// --------------------------------------------------------------------------- + +export default function DetailViewPanel({ viewId, instanceId }: Props) { + const [data, setData] = useState | null>(null); + const [fields, setFields] = useState([]); + const [loading, setLoading] = useState(true); + const [error, setError] = useState(null); + + useEffect(() => { + if (!instanceId) return; + setLoading(true); setError(null); + getDVScreen(viewId) + .then(dv => getDetailView(dv.dv_template_uid, instanceId)) + .catch(() => getDetailView(viewId, instanceId)) + .then(res => { + setFields(res.config?.fields?.filter((f: any) => f.field_key !== "") ?? []); + setData(res.data ?? {}); + }) + .catch((e: any) => setError(e.message)) + .finally(() => setLoading(false)); + }, [viewId, instanceId]); + + if (loading) return ; + if (error) return

{error}

; + if (!data || !fields.length) return null; + + const sys = new Set(["instance_id", "current_state_name", "created_at", "updated_at", "po_status"]); + const groups: Record = { hero: [], vendor: [], financial: [], dates: [], ai: [], general: [] }; + + for (const f of fields) { + if (sys.has(f.field_key) || SKIP_KEYS.has(f.field_key)) continue; + const v = data[f.field_key]; + const g = classify(f.field_key); + if (g !== "hero" && (v == null || v === "")) continue; + groups[g].push(f); + } + + const heroField = groups.hero[0]; + const heroValue = heroField ? String(data[heroField.field_key] ?? "") : ""; + const stateName = String(data.current_state_name ?? data.po_status ?? ""); + const sc = STATUS[stateName] ?? DS; + + // Primary amount shown large in header, removed from financials grid + const primaryF = groups.financial.find(f => + ["total_amount","amount","net_amount","gross_amount"].includes(f.field_key.toLowerCase()) + ); + const primaryAmt = primaryF ? Number(data[primaryF.field_key] ?? 0) : null; + const financials = groups.financial.filter(f => f !== primaryF); + + // Vendor name for subtitle + const vendorNameF = groups.vendor.find(f => f.field_key === "vendor_name"); + const vendorName = vendorNameF ? String(data.vendor_name ?? "") : ""; + + // Left columns: dates + general + vendor (compact metadata) + const isPoView = !!data.po_status || !!data.po_number; + const leftGroups = [ + { label: isPoView ? "Order Details" : "Invoice Details", fields: [...groups.dates, ...groups.general] }, + { label: "Vendor", fields: groups.vendor }, + ].filter(g => g.fields.length > 0); + + // AI fields: short = inline grid (includes confidence bar), long = full-width text blocks + const isScore = (f: Field) => f.field_key.toLowerCase().includes("confidence") || f.field_key.toLowerCase().includes("score"); + const isLongText = (f: Field) => { const v = data[f.field_key]; return typeof v === "string" && v.length > 55; }; + + const aiShort = groups.ai.filter(f => isScore(f) || !isLongText(f)); + const aiLong = groups.ai.filter(f => !isScore(f) && isLongText(f)); + + return ( +
+ + {/* Status bar */} +
+ + {/* ── Header ──────────────────────────────────────────────────── */} +
+ + {/* Row 1: invoice number + status + amount */} +
+
+ {heroValue && ( +

+ {heroValue} +

+ )} + {stateName && ( + + + {stateName} + + )} +
+ + {primaryAmt !== null && primaryAmt > 0 && ( +
+

Total Amount

+

+ {fmtCurrency(primaryAmt)} +

+
+ )} +
+ + {/* Row 2: vendor + meta chips */} +
+ {vendorName && ( + {vendorName} + )} + {vendorName && (data.created_at || data.instance_id) && ( + · + )} + {data.created_at && ( + + {fmtDate(String(data.created_at))} + + )} + {data.instance_id && ( + + {String(data.instance_id).slice(0, 16)} + + )} +
+
+ + {/* ── Two-column metadata ──────────────────────────────────────── */} + {(leftGroups.length > 0 || financials.length > 0) && ( +
+ + {/* Left — invoice details + vendor */} +
+ {leftGroups.map(({ label, fields: fs }) => ( +
+

{label}

+
+ {fs.map(f => ( +
+
{fmtLabel(f.output_label)}
+
+ {fmtVal(data[f.field_key], f.data_type, f.field_key)} +
+
+ ))} +
+
+ ))} +
+ + {/* Right — financials */} +
+

Financials

+ {financials.length > 0 ? ( +
+ {financials + .filter(f => !f.field_key.toLowerCase().includes("total") && !f.field_key.toLowerCase().includes("net")) + .map(f => { + const n = Number(data[f.field_key] ?? 0); + return ( +
+ {fmtLabel(f.output_label)} + {n ? fmtCurrency(n) : "—"} +
+ ); + })} + {financials + .filter(f => f.field_key.toLowerCase().includes("total") || f.field_key.toLowerCase().includes("net")) + .map(f => { + const n = Number(data[f.field_key] ?? 0); + return ( +
+ + {fmtLabel(f.output_label)} + + {n ? fmtCurrency(n) : "—"} +
+ ); + })} +
+ ) : ( +

—

+ )} +
+
+ )} + + {/* ── AI Analysis — full width ─────────────────────────────────── */} + {groups.ai.length > 0 && ( +
+

+ AI Analysis +

+ + {/* Short fields + confidence bars — inline grid */} + {aiShort.length > 0 && ( +
+ {aiShort.map(f => { + const val = data[f.field_key]; + const score = isScore(f); + const num = score ? Number(val) : null; + const pct = num !== null ? Math.min(num > 1 ? num : num * 100, 100) : 0; + const barCls = pct >= 70 ? "bg-emerald-500" : pct >= 40 ? "bg-amber-500" : "bg-red-500"; + const pctCls = pct >= 70 ? "text-emerald-600 dark:text-emerald-400" : pct >= 40 ? "text-amber-600 dark:text-amber-400" : "text-red-500"; + return ( +
+
{fmtLabel(f.output_label)}
+ {score && num !== null ? ( +
+
+
+
+ {pct.toFixed(0)}% +
+ ) : ( +
+ {fmtVal(val, f.data_type, f.field_key)} +
+ )} +
+ ); + })} +
+ )} + + {/* Long text fields — full-width clamped paragraphs */} + {aiLong.length > 0 && ( +
+ {aiLong.map(f => { + const val = data[f.field_key]; + const isClarif = f.field_key.includes("clarification") || f.field_key.includes("response"); + return ( +
+
+ {isClarif && } + {fmtLabel(f.output_label)} +
+ +
+ ); + })} +
+ )} +
+ )} +
+ ); +} + +// --------------------------------------------------------------------------- +// ClampedText — show 3 lines, expand on demand +// --------------------------------------------------------------------------- + +function ClampedText({ text }: { text: string }) { + const [expanded, setExpanded] = useState(false); + const [clamped, setClamped] = useState(false); + const ref = useRef(null); + + useEffect(() => { + const el = ref.current; + if (el) setClamped(el.scrollHeight > el.clientHeight + 2); + }, [text]); + + return ( +
+

+ {text} +

+ {(clamped || expanded) && ( + + )} +
+ ); +} + +// --------------------------------------------------------------------------- +// Helpers +// --------------------------------------------------------------------------- + +function fmtLabel(label: string): string { + return label.replace(/_/g, " ").replace(/\b\w/g, c => c.toUpperCase()); +} + +function fmtVal(val: unknown, type: string, key: string): string { + if (val == null || val === "") return "—"; + if (type === "number") { + const n = Number(val); + if (["amount","tax","price","cost"].some(x => key.toLowerCase().includes(x))) return fmtCurrency(n); + return n.toLocaleString("en-IN"); + } + if (type === "datetime" || type === "date") return fmtDate(String(val)); + return String(val); +} + +function fmtCurrency(n: number): string { + return n.toLocaleString("en-IN", { style: "currency", currency: "INR", maximumFractionDigits: 0 }); +} + +function fmtDate(val: string): string { + try { return new Date(val).toLocaleDateString("en-IN", { day: "2-digit", month: "short", year: "numeric" }); } + catch { return val; } +} diff --git a/src/components/DynamicHeader.tsx b/src/components/DynamicHeader.tsx new file mode 100644 index 0000000..dbbcfca --- /dev/null +++ b/src/components/DynamicHeader.tsx @@ -0,0 +1,251 @@ +import { useEffect, useState } from "react"; +import { useNavigate } from "react-router-dom"; +import { + LogOut, FileText, HelpCircle, Landmark, List, + Settings, PanelLeftClose, PanelLeftOpen, Sun, Moon, ShoppingCart, +} from "lucide-react"; +import { getHeaderConfig, type HeaderConfig, type NavItem } from "../api/viewService"; +import { useAuthContext } from "../hooks/AuthContext"; +import { useTheme } from "../hooks/ThemeContext"; +import { RDBMS_RV_SCREEN_UUID } from "../config"; + +const ICON_MAP: Record = { + receipt_long: , + help_outline: , + account_balance: , + list_alt: , + inventory_2: , + question_mark: , + list: , +}; + +const EXTRA_NAV_ITEMS = [ + { id: "vendor-data", screen_uuid: RDBMS_RV_SCREEN_UUID, label: "Purchase Orders", icon: }, +]; + +interface Props { + activeScreenId: string | null; + onNavigate: (screenUuid: string) => void; + onSidebarChange?: (open: boolean) => void; +} + +export default function DynamicHeader({ activeScreenId, onNavigate, onSidebarChange }: Props) { + const { user, logout } = useAuthContext(); + const { theme, toggleTheme } = useTheme(); + const navigate = useNavigate(); + const [config, setConfig] = useState(null); + const [profileOpen, setProfileOpen] = useState(false); + const [sidebarOpen, setSidebarOpen] = useState(true); + + useEffect(() => { + getHeaderConfig("desktop").then(setConfig).catch(console.error); + }, []); + + const navItems = config?.components?.nav?.items ?? []; + const handleLogout = () => { logout(); navigate("/login"); }; + + const initials = (user?.name || "U") + .split(" ").map((n) => n[0]).join("").slice(0, 2).toUpperCase(); + const roleName = user?.roles?.[0] + ?.replace(/^p2p_/, "").replace(/_/g, " ") ?? ""; + + const toggleSidebar = () => { + const next = !sidebarOpen; + setSidebarOpen(next); + onSidebarChange?.(next); + }; + + return ( + <> + {/* ── Top bar ─────────────────────────────────────────────────────── */} +
+ {/* Left */} +
+ + + {/* Logo — unchanged from original */} + Zino +
+ + {/* Right */} +
+ {/* Theme toggle */} + + + {/* Avatar */} +
+ + + {profileOpen && ( + <> +
setProfileOpen(false)} /> +
+
+
+
+ {initials} +
+
+
{user?.name}
+
{user?.email}
+
+
+ {roleName && ( +
+ + {roleName} + +
+ )} +
+
+ +
+ +
+
+ + )} +
+
+
+ + {/* ── Sidebar ─────────────────────────────────────────────────────── */} + + + ); +} diff --git a/src/components/FormModal.tsx b/src/components/FormModal.tsx new file mode 100644 index 0000000..cccd07d --- /dev/null +++ b/src/components/FormModal.tsx @@ -0,0 +1,257 @@ +import { useEffect, useState, useRef } from "react"; +import { X, ArrowRight, AlertCircle, CheckCircle2, ChevronDown } from "lucide-react"; +import { getFormScreen, startWorkflow, performActivity } from "../api/viewService"; +import { WORKFLOW_ID } from "../config"; +import { Skeleton } from "./Skeleton"; + +interface FormField { id: string; uid: string; name: string; type: string; data_type: string; mandatory: boolean; value?: any; properties?: { options?: Array<{ label: string; value: string }>; country_code?: string }; } +interface GridItem { i: string; x: number; y: number; w: number; h: number; } + +interface Props { + activityId: string; + instanceId?: string; + title?: string; + onClose: () => void; + onSuccess: () => void; +} + +export default function FormModal({ activityId, instanceId, title, onClose, onSuccess }: Props) { + const [fields, setFields] = useState([]); + const [gridConfig, setGridConfig] = useState([]); + const [formTitle, setFormTitle] = useState(title || ""); + const [formData, setFormData] = useState>({}); + const [loading, setLoading] = useState(true); + const [submitting, setSubmitting] = useState(false); + const [error, setError] = useState(null); + const [touched, setTouched] = useState>(new Set()); + const [success, setSuccess] = useState(false); + const [visible, setVisible] = useState(false); + const modalRef = useRef(null); + + // Entrance animation + useEffect(() => { requestAnimationFrame(() => setVisible(true)); }, []); + + useEffect(() => { + getFormScreen(activityId, instanceId) + .then((res: any) => { + const f: FormField[] = res.fields ?? res.form_json?.fields ?? []; + setFields(f); + setGridConfig(res.grid_config ?? []); + setFormTitle(res.activity_name || title || "Form"); + const pre: Record = {}; + f.forEach((field) => { if (field.value != null) pre[field.id] = String(field.value); }); + setFormData(pre); + }) + .catch((err: any) => setError(err.message)) + .finally(() => setLoading(false)); + }, [activityId, instanceId, title]); + + const animateClose = (callback: () => void) => { + setVisible(false); + setTimeout(callback, 200); + }; + + const handleSubmit = async (e: React.FormEvent) => { + e.preventDefault(); + setTouched(new Set(fields.map((f) => f.id))); + + const missing = fields.filter((f) => f.mandatory && !formData[f.id]?.trim()); + if (missing.length > 0) { + setError(`Please fill in: ${missing.map((f) => f.name).join(", ")}`); + return; + } + + setSubmitting(true); setError(null); + try { + const data: Record = {}; + for (const f of fields) { const v = formData[f.id] ?? ""; data[f.id] = f.data_type === "number" ? (v ? Number(v) : 0) : v; } + instanceId ? await performActivity(WORKFLOW_ID, instanceId, activityId, data) : await startWorkflow(WORKFLOW_ID, activityId, data); + setSuccess(true); + setTimeout(() => animateClose(onSuccess), 800); + } catch (err: any) { setError(err.message || "Failed"); } + finally { setSubmitting(false); } + }; + + const sorted = [...fields].sort((a, b) => { + const ga = gridConfig.find((g) => g.i === a.uid), gb = gridConfig.find((g) => g.i === b.uid); + if (!ga || !gb) return 0; + return ga.y !== gb.y ? ga.y - gb.y : ga.x - gb.x; + }); + + const rows: FormField[][] = []; let cy = -1; + for (const f of sorted) { const g = gridConfig.find((gi) => gi.i === f.uid); const y = g?.y ?? rows.length; if (y !== cy) { rows.push([]); cy = y; } rows[rows.length - 1].push(f); } + + const isMissing = (f: FormField) => f.mandatory && touched.has(f.id) && !formData[f.id]?.trim(); + + return ( +
animateClose(onClose)}> + {/* Backdrop */} +
+ + {/* Modal */} +
e.stopPropagation()} + > + {/* ── Success overlay ──────────────────────────────────────────── */} + {success && ( +
+
+ +
+
Submitted successfully
+
+ )} + + {/* ── Header ───────────────────────────────────────────────────── */} +
+
+

{formTitle}

+

+ {instanceId ? "Update the details below" : "Fill in the details to submit"} +

+
+ +
+ + {/* ── Body ─────────────────────────────────────────────────────── */} +
+ {loading ? ( +
+ {[0, 1, 2, 3].map((r) => ( +
+
+
+
+ ))} +
+ ) : ( +
+ {rows.map((row, ri) => ( +
1 ? "grid-cols-2" : "grid-cols-1"}`}> + {row.map((f) => ( +
+ + {renderInput(f, formData[f.id] ?? "", (v) => { + setFormData((p) => ({ ...p, [f.id]: v })); + setTouched((t) => new Set(t).add(f.id)); + if (error) setError(null); + }, isMissing(f))} + {isMissing(f) && ( +

+ Required +

+ )} +
+ ))} +
+ ))} +
+ )} + + {error && ( +
+ + {error} +
+ )} +
+ + {/* ── Footer ───────────────────────────────────────────────────── */} + {!loading && ( +
+
+ * Required +
+
+ + +
+
+ )} +
+
+ ); +} + +// --------------------------------------------------------------------------- +// Input renderer +// --------------------------------------------------------------------------- + +function renderInput(f: FormField, value: string, onChange: (v: string) => void, hasError: boolean) { + const base = `w-full h-10 border rounded-xl px-3.5 text-[13px] bg-slate-50/50 dark:bg-zinc-800/70 focus:bg-white dark:focus:bg-zinc-800 text-slate-800 dark:text-zinc-100 focus:outline-none focus:ring-2 transition placeholder:text-slate-400 dark:placeholder:text-zinc-600 ${ + hasError + ? "border-red-300 dark:border-red-700 focus:ring-red-500/20 focus:border-red-400" + : "border-slate-200 dark:border-zinc-700 focus:ring-violet-500/20 focus:border-violet-400 dark:focus:border-violet-500" + }`; + + // Select / radio with options + const opts = f.properties?.options; + if (opts && opts.length > 0) { + return ( +
+ + +
+ ); + } + + switch (f.data_type) { + case "longtext": + return ( +