CHANGES

apps/edr-freight-api/src/modules/bookings/booking-transition.service.ts

@@ -44,6 +44,7 @@ import { Booking } from './entities/booking.entity';
 import { BookingsService } from './bookings.service';
 import { BookingClearanceService } from '../contracts/booking-clearance.service';
 import { ClearanceMilestoneService } from '../contracts/clearance-milestone.service';
+import { splitMilestones } from '../contracts/clearance-milestone.catalog';
 import { ClearanceWorkflowService } from '../contracts/clearance-workflow.service';
 import { ContractDocPhase } from '@edr/types';
 
@@ -1206,7 +1207,14 @@ export class BookingTransitionService {
    */
   async finalizeClearance(bookingId: string, userId?: string): Promise<Booking> {
     const booking = await this.bookingsService.findById(bookingId);
-    if (this.isPhasedCustoms(booking)) {
+    // A GL-cleared customs booking runs the phased ET/DJ workflow end to end,
+    // and finalize would jump the desks' own steps — it stays refused there.
+    // An agent-cleared booking is different: the clearing agent does its
+    // paperwork with customs off the platform, so Operations may close the
+    // clearance once every customer document is approved. The steps that were
+    // never taken are SKIPPED below rather than left pending, or the timeline
+    // would stall behind milestones nobody is going to complete.
+    if (this.isPhasedCustoms(booking) && !booking.clearedByAgent) {
       throw new BadRequestException(
         'General customs bookings use phased clearance — complete milestones via the phased actions instead of finalize.',
       );
@@ -1220,6 +1228,13 @@ export class BookingTransitionService {
       );
     }
 
+    // Agent-cleared: close out the pre-booking steps the agent did not take,
+    // then hand the booking to the customer to complete. Everything below this
+    // point is the non-phased path and does not apply.
+    if (booking.clearedByAgent) {
+      return this.finalizeAgentClearedBooking(booking, userId);
+    }
+
     const { outputCode } = clearanceCodesForBooking(booking);
     if (outputCode) {
       const setting =
@@ -1271,6 +1286,59 @@ export class BookingTransitionService {
     return fresh;
   }
 
+  /**
+   * Operations closes the clearance on a booking the customer handed to a
+   * registered clearing agent.
+   *
+   * The agent files with customs off the platform, so the steps it never
+   * recorded here (declaration, transit permit, pre-clearance handoff,
+   * Delivery Order / Release Order) are marked SKIPPED — a PENDING milestone
+   * would stall the phase derivation and leave the wizard mid-flow forever.
+   * Post-booking milestones are untouched: payment, wagons and the rail leg
+   * still happen, and the customer completes the booking from here.
+   */
+  private async finalizeAgentClearedBooking(
+    booking: Booking,
+    userId?: string,
+  ): Promise<Booking> {
+    const bookingId = booking.id;
+    const tradeDirection = booking.tradeDirection ?? 'IMPORT';
+    const milestones =
+      await this.workflowService.listMilestonesForBooking(bookingId);
+    // Only the pre-booking half: anything from the boundary onward belongs to
+    // the shipment itself, not to clearance.
+    const { preBooking } = splitMilestones(tradeDirection);
+    const preBookingCodes = new Set(preBooking.map((d) => d.code));
+    const pending = milestones.filter(
+      (m) => preBookingCodes.has(m.milestoneCode) && m.status === 'PENDING',
+    );
+    if (pending.length > 0) {
+      await this.workflowService.skipMilestonesForBooking(
+        bookingId,
+        pending.map((m) => m.milestoneCode),
+      );
+    }
+
+    await this.bookingsRepository.update(bookingId, {
+      status: 'CLEARANCE_READY',
+      clearanceCurrentPhase: ContractDocPhase.GlEtPostClearance,
+      preClearanceFinalizedAt: booking.preClearanceFinalizedAt ?? new Date(),
+    } as never);
+    await this.clearanceEvents.record({
+      bookingId,
+      action: 'CLEARANCE_FINALIZED',
+      label:
+        pending.length > 0
+          ? `Finalized clearance — ${pending.length} clearing-agent step(s) closed as not applicable`
+          : 'Finalized document approval — clearance ready',
+      actorId: userId ?? null,
+      metadata: { skipped: pending.map((m) => m.milestoneCode) },
+    });
+    const fresh = await this.bookingsService.findById(bookingId);
+    this.notifier.clearanceReady(fresh);
+    return fresh;
+  }
+
   /**
    * Customer proceeds to operation once clearance is ready. They pick the
    * schedule day (the train departure day) for the shipment; the request then

apps/edr-freight-web/portal/src/pages/forwarder/ForwarderDocumentReview.tsx

@@ -131,12 +131,12 @@ export function ForwarderDocumentReview({
   const { clearance, customerDocs, canUpload, pending, adHoc, status } = flow;
   const docNoun = bookingDocNoun(booking);
   const reviewOpen = clearance.documentsOpen ?? canUpload;
-  // A phased (agent-cleared) booking advances through the clearance wizard —
+  // An agent-cleared booking normally advances through the clearance wizard,
-  // approving the last document moves it on by itself, and the server refuses
+  // but finalizing is still allowed once every document is approved: the
-  // the plain finalize. Only a non-phased booking finalizes from here.
+  // remaining steps are closed as not applicable, for an agent that files
+  // with customs off the platform. The wizard stays the expected path.
   const phased = Boolean(clearance.phase);
-  const canFinalize =
+  const canFinalize = status === "DOCUMENTS_UNDER_REVIEW" && clearance.allApproved;
-    !phased && status === "DOCUMENTS_UNDER_REVIEW" && clearance.allApproved;
   const finalized = [
     "CLEARANCE_READY",
     "OPERATION_REQUEST_PENDING",
@@ -449,16 +449,22 @@ export function ForwarderDocumentReview({
               Submit documents
             </Button>
           ) : null}
-          {!finalized && !phased ? (
+          {!finalized ? (
             <Button
               color="edr-green"
               radius="md"
+              variant={phased ? "light" : "filled"}
               leftSection={<ShieldCheck size={16} />}
               onClick={() => finalize.mutate()}
               loading={finalize.isPending}
               disabled={!canFinalize}
+              title={
+                phased
+                  ? "Closes the clearance now and marks the remaining steps as not applicable"
+                  : undefined
+              }
             >
-              Finalize clearance
+              {phased ? "Finalize without remaining steps" : "Finalize clearance"}
             </Button>
           ) : null}
         </Group>