mirror of
https://github.com/Tria-plc/edr-platform.git
synced 2026-08-26 18:42:49 +00:00
fix: prevent the backoffice from approve the user before he submits
This commit is contained in:
@@ -8,6 +8,27 @@ import { CompanyStatsResponseDto } from './dto/company-stats-response.dto';
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@Injectable()
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export class CompaniesRepository extends BaseRepository<Company> {
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/**
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* A company still being filled in by its owner in the portal wizard: it was
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* self-registered (so it has an external profile) and nobody has submitted
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* onboarding yet. The row exists from the wizard's first click, carrying a
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* placeholder name + TIN, so it must not be offered up for review.
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* Staff-created companies have no external profiles and are never drafts.
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*/
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private static readonly DRAFT_SQL = `(
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EXISTS (
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SELECT 1 FROM freight.external_profiles ep
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WHERE ep.company_id = company.id
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AND ep.deleted_at IS NULL
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)
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AND NOT EXISTS (
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SELECT 1 FROM freight.external_profiles ep
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WHERE ep.company_id = company.id
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AND ep.deleted_at IS NULL
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AND ep.onboarding_completed = true
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)
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)`;
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constructor(
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@InjectRepository(Company)
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repo: Repository<Company>,
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@@ -38,11 +59,22 @@ export class CompaniesRepository extends BaseRepository<Company> {
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async findPaginated(
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query: ListCompaniesQueryDto,
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): Promise<{ items: Company[]; total: number }> {
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const { page = 1, pageSize = 20, search, type, kind, status } = query;
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const {
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page = 1,
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pageSize = 20,
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search,
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type,
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kind,
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status,
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onboardingCompleted,
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} = query;
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const qb = this.repository
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.createQueryBuilder('company')
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.leftJoinAndSelect('company.companyProfiles', 'companyProfiles')
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// External profiles carry onboardingCompleted, which the backoffice list
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// uses to flag customers still mid-onboarding (not yet reviewable).
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.leftJoinAndSelect('company.profiles', 'profiles')
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.where('company.deleted_at IS NULL');
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if (type) {
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@@ -57,6 +89,14 @@ export class CompaniesRepository extends BaseRepository<Company> {
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qb.andWhere('company.status = :status', { status });
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}
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if (onboardingCompleted !== undefined) {
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qb.andWhere(
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onboardingCompleted
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? `NOT ${CompaniesRepository.DRAFT_SQL}`
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: CompaniesRepository.DRAFT_SQL,
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);
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}
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if (search) {
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const term = `%${search.trim()}%`;
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qb.andWhere(
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@@ -83,21 +123,35 @@ export class CompaniesRepository extends BaseRepository<Company> {
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}
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async getStats(): Promise<CompanyStatsResponseDto> {
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const rows: { status: string; count: string }[] = await this.repository
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.createQueryBuilder('company')
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.select('company.status', 'status')
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.addSelect('COUNT(*)', 'count')
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.where('company.deleted_at IS NULL')
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.groupBy('company.status')
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.getRawMany();
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// Drafts are counted separately rather than under `pending`: they carry
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// status=pending from creation, which would otherwise inflate the review
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// queue's KPI with customers who haven't submitted anything yet.
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const rows: { status: string; is_draft: boolean; count: string }[] =
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await this.repository
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.createQueryBuilder('company')
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.select('company.status', 'status')
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.addSelect(CompaniesRepository.DRAFT_SQL, 'is_draft')
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.addSelect('COUNT(*)', 'count')
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.where('company.deleted_at IS NULL')
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.groupBy('company.status')
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.addGroupBy(CompaniesRepository.DRAFT_SQL)
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.getRawMany();
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const map = new Map(rows.map((r) => [r.status, parseInt(r.count, 10)]));
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const total = rows.reduce((sum, r) => sum + parseInt(r.count, 10), 0);
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const map = new Map<string, number>();
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let onboarding = 0;
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let total = 0;
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for (const row of rows) {
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const count = parseInt(row.count, 10);
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total += count;
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if (row.is_draft) onboarding += count;
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else map.set(row.status, (map.get(row.status) ?? 0) + count);
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}
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return {
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total,
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active: map.get('active') ?? 0,
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pending: map.get('pending') ?? 0,
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onboarding,
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suspended: map.get('suspended') ?? 0,
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blacklisted: map.get('blacklisted') ?? 0,
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};
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@@ -372,6 +372,9 @@ export class CompaniesService {
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const company = await this.companiesRepo.findById(id);
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if (!company) throw new NotFoundException(`Company ${id} not found`);
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company.companyProfiles = await this.companyProfilesRepo.findByCompanyId(id);
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// External profiles carry the onboarding flag the backoffice gates
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// approval decisions on (see ResponseCompanyDto.onboardingCompleted).
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company.profiles = await this.profilesRepo.findByCompanyId(id);
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return company;
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}
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@@ -962,6 +965,28 @@ export class CompaniesService {
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if (!existing)
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throw new NotFoundException(`Company profile ${profileId} not found`);
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// A self-registered company is only reviewable once its owner submits the
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// onboarding wizard (markOnboardingComplete) — until then its profiles are
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// half-filled drafts and approving one would mint a reference against an
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// application that doesn't exist yet. Staff-created companies have no
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// external profiles and are exempt.
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//
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// Only the review decision itself is gated (a profile still awaiting one:
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// Pending, or Rejected and awaiting re-approval). Profiles already in
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// service stay managable so staff can suspend/blacklist them — including to
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// undo an approval granted before this guard existed.
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const awaitingReview =
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existing.status === ProfileStatus.Pending ||
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existing.status === ProfileStatus.Rejected;
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if (awaitingReview) {
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const owners = await this.profilesRepo.findByCompanyId(existing.companyId);
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if (owners.length > 0 && !owners.some((o) => o.onboardingCompleted)) {
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throw new BadRequestException(
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"This customer hasn't finished onboarding yet. Their roles can be reviewed once they submit their application.",
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);
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}
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}
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// A reference number is only minted the first time a profile is approved
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// (status → Active). Pending/unapproved profiles carry no reference.
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const patch: Partial<CompanyProfile> = { status };
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@@ -1,7 +1,10 @@
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export class CompanyStatsResponseDto {
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total!: number;
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active!: number;
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/** Submitted applications awaiting review. Excludes drafts. */
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pending!: number;
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/** Self-registered companies still working through the onboarding wizard. */
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onboarding!: number;
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suspended!: number;
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blacklisted!: number;
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}
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@@ -1,5 +1,5 @@
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import { ApiPropertyOptional } from "@nestjs/swagger";
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import { IsIn, IsInt, IsOptional, IsString, Min } from "class-validator";
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import { IsBoolean, IsIn, IsInt, IsOptional, IsString, Min } from "class-validator";
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import { Transform } from "class-transformer";
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import { CompanyKind, CompanyStatus, CompanyType } from "../entities/company.entity";
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@@ -37,4 +37,14 @@ export class ListCompaniesQueryDto {
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@IsOptional()
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@IsIn(Object.values(CompanyStatus))
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status?: CompanyStatus;
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@ApiPropertyOptional({
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description:
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"Filter by onboarding submission. `true` = reviewable applications; " +
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"`false` = drafts still in the portal wizard. Omit for both.",
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})
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@IsOptional()
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@Transform(({ value }: { value: unknown }) => value === "true" || value === true)
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@IsBoolean()
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onboardingCompleted?: boolean;
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}
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@@ -62,6 +62,13 @@ export class ResponseCompanyDto {
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attributes?: Record<string, any> | null;
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profiles?: ResponseExternalProfileDto[];
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companyProfiles?: ResponseCompanyProfileDto[];
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/**
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* Whether the owning portal user has submitted the onboarding wizard.
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* Approval decisions are blocked while this is false. Staff-created
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* companies (no external profiles) count as completed. Undefined when the
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* external profiles weren't loaded.
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*/
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onboardingCompleted?: boolean;
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createdAt: Date;
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updatedAt: Date;
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@@ -84,6 +91,10 @@ export class ResponseCompanyDto {
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this.companyProfiles = company.companyProfiles?.map(
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(p) => new ResponseCompanyProfileDto(p),
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);
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this.onboardingCompleted = company.profiles
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? company.profiles.length === 0 ||
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company.profiles.some((p) => p.onboardingCompleted)
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: undefined;
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this.createdAt = company.createdAt;
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this.updatedAt = company.updatedAt;
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}
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@@ -280,13 +280,20 @@ export function InvoiceStatusBadge({
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* Transitions: pending → approve / reject-with-note | rejected → approve (override) |
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* active → suspend | suspended → reactivate/blacklist | blacklisted → reinstate.
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* Rejecting captures a note the customer sees so they can fix and reapply.
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*
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* `locked` (customer hasn't submitted onboarding) withholds the review decision
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* only — there's no application to judge yet, and the API rejects the call
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* regardless (setCompanyProfileStatus). Suspend/blacklist/reinstate stay live so
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* an already-active profile is still managable.
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*/
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export function ProfileApprovalActions({
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profileId,
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status,
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locked = false,
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}: {
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profileId: string;
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status: ProfileStatus;
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locked?: boolean;
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}) {
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const { mutate, isPending } = useMutation(
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api.customers.setProfileStatus.mutationOptions(),
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@@ -346,6 +353,18 @@ export function ProfileApprovalActions({
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</Modal>
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);
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// Pending/rejected are the two states awaiting a reviewer's decision — the
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// exact pair the API gates on until the customer submits.
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if (locked && (status === "pending" || status === "rejected")) {
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return (
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<Tooltip label="Available once the customer submits their onboarding application">
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<Text size="xs" c="dimmed" fs="italic">
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Awaiting submission
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</Text>
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</Tooltip>
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);
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}
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if (status === "pending") {
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return (
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<>
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@@ -1,5 +1,6 @@
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import {
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ActionIcon,
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Alert,
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Anchor,
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Badge,
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Box,
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@@ -22,6 +23,7 @@ import {
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Download,
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Eye,
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FileText,
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Hourglass,
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IdCard,
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LayoutGrid,
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Package,
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@@ -60,6 +62,7 @@ import type {
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CustomerDocument,
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CustomerPayment,
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} from "@/types/customer";
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import { hasSubmittedOnboarding, isOnboardingDraft } from "@/types/customer";
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import type { Invoice } from "@/types/invoice";
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import {
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DataTable,
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@@ -166,6 +169,13 @@ export default function CustomerDetailPage() {
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);
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const paidCurrency = payments[0]?.currency ?? "ETB";
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// The company row is created on the wizard's first click, so a draft reaches
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// this page with a placeholder name/TIN. `stillOnboarding` drives the banner
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// and badge; `canReview` gates the approve/reject buttons and mirrors the
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// API's rule exactly, so no button is offered that the server would reject.
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const stillOnboarding = company ? isOnboardingDraft(company) : false;
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const canReview = company ? hasSubmittedOnboarding(company) : true;
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const profileColumns: ColumnDef<CompanyProfile>[] = useMemo(
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() => [
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{
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@@ -273,11 +283,12 @@ export default function CustomerDetailPage() {
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<ProfileApprovalActions
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profileId={row.original.id}
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status={row.original.status}
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locked={!canReview}
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/>
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),
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},
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],
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[view],
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[view, canReview],
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);
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const bookingColumns: ColumnDef<CustomerBooking>[] = useMemo(
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@@ -602,7 +613,13 @@ export default function CustomerDetailPage() {
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meta={
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<Group gap="xs" wrap="nowrap">
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<CompanyTypeBadge type={company.type} />
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<CompanyStatusBadge status={company.status} />
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{stillOnboarding ? (
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<Badge color="gray" variant="light" size="sm" radius="sm">
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Onboarding in progress
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</Badge>
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) : (
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<CompanyStatusBadge status={company.status} />
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)}
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<ChangeRequestPendingBadge companyId={company.id} />
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</Group>
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}
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@@ -631,6 +648,21 @@ export default function CustomerDetailPage() {
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{/* OVERVIEW */}
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<Tabs.Panel value="overview" pt="lg">
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<Stack gap="lg">
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{stillOnboarding && (
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<Alert
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color="gray"
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variant="light"
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radius="md"
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icon={<Hourglass size={18} />}
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title="This customer hasn't submitted their application yet"
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>
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They're still filling in the onboarding wizard, so the details
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below are an unfinished draft — the company name and TIN are
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placeholders until they reach those steps. Role profiles become
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reviewable once the application is submitted.
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</Alert>
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)}
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<ChangeRequestReview company={company} />
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<KpiStrip
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@@ -642,10 +674,16 @@ export default function CustomerDetailPage() {
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color: "edr-green",
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},
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{
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label: "Pending approval",
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value: company.companyProfiles.filter(
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(p) => p.status === "pending",
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).length,
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// A draft's profiles are all `pending` by construction, which
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// would read as a review backlog that doesn't exist yet.
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label: stillOnboarding
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? "Awaiting submission"
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: "Pending approval",
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value: stillOnboarding
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? "—"
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: company.companyProfiles.filter(
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(p) => p.status === "pending",
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).length,
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icon: IdCard,
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color: "yellow",
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},
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@@ -16,6 +16,7 @@ import {
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Building2,
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CheckCircle2,
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Clock,
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Hourglass,
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Mail,
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Phone,
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RefreshCw,
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@@ -36,6 +37,7 @@ import {
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import { KpiStrip, PageContainer, PageHeader } from "@/components/page";
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import { api } from "@/services/api";
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import type { Company, CompanyStatus } from "@/types/customer";
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import { isOnboardingDraft } from "@/types/customer";
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import {
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DataTable,
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DataTableFooter,
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@@ -43,22 +45,39 @@ import {
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type ColumnDef,
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} from "@edr/ui-common";
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/**
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* The list's segmented views. "Pending approval" means submitted-and-awaiting-
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* review, so it excludes drafts — a company row exists from the onboarding
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* wizard's first click and would otherwise pad the review queue. Those drafts
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* get their own view instead of disappearing, so staff can still chase them.
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*/
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type CustomerView = "all" | "pending" | "onboarding" | "active";
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const VIEW_FILTERS: Record<
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CustomerView,
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{ status?: CompanyStatus; onboardingCompleted?: boolean }
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> = {
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all: {},
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pending: { status: "pending", onboardingCompleted: true },
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onboarding: { onboardingCompleted: false },
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active: { status: "active" },
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};
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export default function CustomersPage() {
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const navigate = useNavigate();
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const { pagination, setPagination } = usePagination({ pageSize: 10 });
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const [query, setQuery] = useState("");
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const [debouncedQuery] = useDebouncedValue(query, 300);
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// "" = all; otherwise a CompanyStatus to narrow the list (e.g. pending review).
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const [statusFilter, setStatusFilter] = useState<"" | CompanyStatus>("");
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const [view, setView] = useState<CustomerView>("all");
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const filter = useMemo(
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() => ({
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page: pagination.pageIndex + 1,
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pageSize: pagination.pageSize,
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search: debouncedQuery,
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status: statusFilter || undefined,
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...VIEW_FILTERS[view],
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}),
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[pagination.pageIndex, pagination.pageSize, debouncedQuery, statusFilter],
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[pagination.pageIndex, pagination.pageSize, debouncedQuery, view],
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);
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const { data: stats } = useQuery(api.customers.stats.queryOptions({ input: {} }));
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@@ -114,6 +133,17 @@ export default function CustomersPage() {
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id: "status",
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header: "Status",
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cell: ({ row }) => {
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// A draft's profiles are all `pending` by construction, so the
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// "N pending" review hint would be a lie until they submit.
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if (isOnboardingDraft(row.original)) {
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return (
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<Tooltip label="Customer is still filling in the onboarding wizard">
|
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<Badge color="gray" variant="light" size="sm" radius="sm">
|
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Onboarding
|
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</Badge>
|
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</Tooltip>
|
||||
);
|
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}
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const pending = (row.original.companyProfiles ?? []).filter(
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(p) => p.status === "pending",
|
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).length;
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@@ -206,6 +236,12 @@ export default function CustomersPage() {
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{ label: "Companies", value: stats?.total ?? "—", icon: Users, color: "edr-green" },
|
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{ label: "Active", value: stats?.active ?? "—", icon: CheckCircle2, color: "edr-green" },
|
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{ label: "Pending", value: stats?.pending ?? "—", icon: Clock, color: "yellow" },
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{
|
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label: "Onboarding",
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value: stats?.onboarding ?? "—",
|
||||
icon: Hourglass,
|
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color: "gray",
|
||||
},
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{
|
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label: "Blacklisted",
|
||||
value: stats?.blacklisted ?? "—",
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||||
@@ -243,14 +279,15 @@ export default function CustomersPage() {
|
||||
<SegmentedControl
|
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size="sm"
|
||||
radius="md"
|
||||
value={statusFilter || "all"}
|
||||
value={view}
|
||||
onChange={(v) => {
|
||||
setStatusFilter(v === "all" ? "" : (v as CompanyStatus));
|
||||
setView(v as CustomerView);
|
||||
setPagination((prev) => ({ ...prev, pageIndex: 0 }));
|
||||
}}
|
||||
data={[
|
||||
{ label: "All", value: "all" },
|
||||
{ label: "Pending approval", value: "pending" },
|
||||
{ label: "Onboarding", value: "onboarding" },
|
||||
{ label: "Active", value: "active" },
|
||||
]}
|
||||
/>
|
||||
|
||||
@@ -146,10 +146,38 @@ export interface Company {
|
||||
website?: string | null;
|
||||
attributes?: Record<string, unknown> | null;
|
||||
companyProfiles: CompanyProfile[];
|
||||
/**
|
||||
* Whether the customer submitted their onboarding application. A company row
|
||||
* is created on the wizard's first click, so a `pending` company with this
|
||||
* false is a half-filled draft — not reviewable. Staff-created companies are
|
||||
* always true. Undefined on endpoints that don't load external profiles.
|
||||
*/
|
||||
onboardingCompleted?: boolean;
|
||||
createdAt: string;
|
||||
updatedAt: string;
|
||||
}
|
||||
|
||||
/**
|
||||
* Whether the customer has submitted their onboarding application. Mirrors the
|
||||
* API's review gate (`setCompanyProfileStatus`): until this is true, a role
|
||||
* awaiting a decision cannot be approved or rejected. Companies loaded without
|
||||
* external profiles (`undefined`) are treated as submitted — absence of the
|
||||
* flag must not lock staff out.
|
||||
*/
|
||||
export function hasSubmittedOnboarding(company: Company): boolean {
|
||||
return company.onboardingCompleted !== false;
|
||||
}
|
||||
|
||||
/**
|
||||
* A pristine draft: still `pending` and never submitted, so its name/TIN are
|
||||
* placeholders and there is nothing to review. Drives presentation only — the
|
||||
* approval gate is `hasSubmittedOnboarding`, which also covers the (corrupted)
|
||||
* case of a company activated before that gate existed.
|
||||
*/
|
||||
export function isOnboardingDraft(company: Company): boolean {
|
||||
return company.status === "pending" && !hasSubmittedOnboarding(company);
|
||||
}
|
||||
|
||||
/** Query parameters for the company list. */
|
||||
export interface CompanyListFilter {
|
||||
page: number;
|
||||
@@ -158,6 +186,8 @@ export interface CompanyListFilter {
|
||||
type?: CompanyType;
|
||||
kind?: CompanyKind;
|
||||
status?: CompanyStatus;
|
||||
/** `true` = submitted applications only; `false` = drafts only; omit for both. */
|
||||
onboardingCompleted?: boolean;
|
||||
}
|
||||
|
||||
/** Standard paginated list envelope (matches the bookings service shape). */
|
||||
@@ -170,7 +200,10 @@ export interface PaginatedCompanies {
|
||||
export interface CompanyStats {
|
||||
total: number;
|
||||
active: number;
|
||||
/** Submitted applications awaiting review. Excludes drafts. */
|
||||
pending: number;
|
||||
/** Self-registered companies still working through the onboarding wizard. */
|
||||
onboarding: number;
|
||||
suspended: number;
|
||||
blacklisted: number;
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user