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feat(companies): per-document change requests and resubmission review queue
Two review-workflow gaps for freight customer onboarding: Request for change per document. Backoffice can now flag a single uploaded document (company document, profile licence, or POA delegation letter) with a note the customer sees, instead of rejecting the whole role over it. Adds review_status/review_note/reviewed_by/reviewed_at to freight.files (migration AddFileReviewStatus, partial index for the gate), a POST documents/:fileId/request-change endpoint, the backoffice action + modal, and a portal banner/badge so the customer knows what to re-upload. Re-uploading clears the flag. Approving a role is blocked while any of its documents has an open correction; the gate check and the status write share a pessimistic write lock on the company row (as does the change-request write) so a correction can never slip in between the check and the profile going Active. Resubmission is visible to reviewers. When a customer resubmits a rejected role or amends a change request, backoffice staff are notified (allBackoffice inbox item, deep-linked to the customer) and the resubmission surfaces in a new "Pending changes" list view + KPI, since such companies are status = active and never matched the pending-approval filter.
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@@ -0,0 +1,101 @@
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import {
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Alert,
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Button,
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Group,
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Modal,
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Stack,
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Text,
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Textarea,
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} from "@mantine/core";
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import { useMutation } from "@tanstack/react-query";
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import { FilePen } from "lucide-react";
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import { useEffect, useState } from "react";
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import { api } from "@/services/api";
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import type { CustomerDocument } from "@/types/customer";
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export interface RequestDocumentChangeModalProps {
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/** The document under review; `null` closes the modal. */
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document: CustomerDocument | null;
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companyId: string;
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onClose: () => void;
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}
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/**
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* Ask the customer to correct one uploaded document.
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*
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* Deliberately narrower than rejecting a whole role: the customer keeps every
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* other document and only re-uploads this one. The role cannot be approved
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* while the request is open, so the note has to say what is actually wrong —
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* it is shown to the customer verbatim.
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*/
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export function RequestDocumentChangeModal({
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document,
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companyId,
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onClose,
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}: RequestDocumentChangeModalProps) {
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const requestChange = useMutation(
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api.customers.requestDocumentChange.mutationOptions(),
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);
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const [note, setNote] = useState("");
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// Re-opening on a document that already has an open request should show what
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// was asked for, so the reviewer edits the reason rather than retyping it.
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useEffect(() => {
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setNote(document?.reviewNote ?? "");
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}, [document?.id, document?.reviewNote]);
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const submit = () => {
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if (!document) return;
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requestChange.mutate(
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{ companyId, fileId: document.id, note: note.trim() },
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{ onSuccess: onClose },
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);
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};
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return (
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<Modal
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opened={document !== null}
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onClose={onClose}
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title="Request a change"
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centered
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radius="lg"
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>
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<Stack gap="md">
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<Alert color="orange" variant="light" icon={<FilePen size={18} />}>
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The customer is notified and sees this note verbatim. This role cannot
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be approved until they upload a corrected document.
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</Alert>
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<Text size="sm" c="dimmed">
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Document: <strong>{document?.name}</strong>
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</Text>
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<Textarea
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label="What needs correcting?"
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placeholder="e.g. The trade license scan is cut off — please re-upload the full page."
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autosize
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minRows={3}
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value={note}
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onChange={(e) => setNote(e.currentTarget.value)}
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required
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/>
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<Group justify="flex-end" gap="sm">
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<Button
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variant="default"
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onClick={onClose}
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disabled={requestChange.isPending}
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>
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Cancel
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</Button>
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<Button
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color="orange"
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loading={requestChange.isPending}
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disabled={note.trim().length === 0}
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onClick={submit}
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>
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Request change
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</Button>
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</Group>
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</Stack>
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</Modal>
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);
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}
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@@ -13,6 +13,10 @@ export {
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ChangeRequestReview,
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ChangeRequestPendingBadge,
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} from "./ChangeRequestReview";
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export {
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RequestDocumentChangeModal,
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type RequestDocumentChangeModalProps,
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} from "./RequestDocumentChangeModal";
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export {
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default as ResetPasswordAction,
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type ResetPasswordActionProps,
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