Fix V4 FileMaker workflow re-entry

src/request-management/file-maker-blame-v4-workflow.spec.ts

@@ -0,0 +1,219 @@
+import { Types } from "mongoose";
+import { BlameRequestType } from "src/Types&Enums/blame-request-management/blameRequestType.enum";
+import { WorkflowStep } from "src/Types&Enums/blame-request-management/blameWorkflow-steps.enum";
+import { RoleEnum } from "src/Types&Enums/role.enum";
+import { CreationMethod } from "./entities/schema/request-management.schema";
+import { PartyRole } from "./entities/schema/partyRole.enum";
+import { RequestManagementService } from "./request-management.service";
+
+describe("RequestManagementService V4 FileMaker workflow", () => {
+  it("persists FIRST_INITIAL_FORM after the first party OTP is verified", async () => {
+    const fileMakerId = new Types.ObjectId();
+    const userId = new Types.ObjectId();
+    const request = {
+      _id: new Types.ObjectId(),
+      publicId: "BL-V4-001",
+      type: BlameRequestType.THIRD_PARTY,
+      expertInitiated: true,
+      isMadeByFileMaker: true,
+      requiresFileMakerApproval: false,
+      initiatedByFieldExpertId: fileMakerId,
+      creationMethod: CreationMethod.IN_PERSON,
+      parties: [{ role: PartyRole.FIRST, person: {} }],
+      workflow: {
+        currentStep: WorkflowStep.CREATED,
+        nextStep: WorkflowStep.FIRST_BLAME_CONFESSION,
+        completedSteps: [WorkflowStep.CREATED],
+      },
+      history: [],
+      save: jest.fn().mockResolvedValue(undefined),
+    };
+    const service =
+      new (RequestManagementService as any)() as RequestManagementService;
+    (service as any).blameRequestDbService = {
+      findById: jest.fn().mockResolvedValue(request),
+    };
+    (service as any).userDbService = {
+      findOne: jest.fn().mockResolvedValue({
+        _id: userId,
+        otp: "hashed-otp",
+        otpExpire: Date.now() + 60_000,
+      }),
+    };
+    (service as any).hashService = {
+      compare: jest.fn().mockResolvedValue(true),
+    };
+    (service as any).claimCaseDbService = {
+      findOne: jest.fn().mockResolvedValue(null),
+    };
+    (service as any).workflowStepDbService = {
+      findByStepNumber: jest.fn().mockImplementation((stepNumber: number) => {
+        if (stepNumber === 2) {
+          return {
+            stepNumber: 2,
+            stepKey: WorkflowStep.FIRST_BLAME_CONFESSION,
+            nextPossibleSteps: [WorkflowStep.FIRST_VIDEO],
+          };
+        }
+        if (stepNumber === 3) {
+          return {
+            stepNumber: 3,
+            stepKey: WorkflowStep.FIRST_VIDEO,
+            nextPossibleSteps: [WorkflowStep.FIRST_INITIAL_FORM],
+          };
+        }
+        return null;
+      }),
+      findByStepKey: jest.fn().mockResolvedValue(null),
+    };
+
+    await service.verifyPartyOtpV2(
+      {
+        sub: String(fileMakerId),
+        role: RoleEnum.FILE_MAKER,
+        firstName: "File",
+        lastName: "Maker",
+      },
+      String(request._id),
+      {
+        phoneNumber: "09121234567",
+        otp: "12345",
+        partyRole: "FIRST",
+      },
+    );
+
+    expect(request.workflow.currentStep).toBe(WorkflowStep.FIRST_INITIAL_FORM);
+    expect(request.workflow.currentStep).not.toBe(WorkflowStep.FIRST_VIDEO);
+    expect(request.workflow.nextStep).toBe(WorkflowStep.FIRST_VOICE);
+    expect(request.workflow.completedSteps).not.toContain(
+      WorkflowStep.FIRST_VIDEO,
+    );
+    expect(request.save).toHaveBeenCalled();
+
+    const reopened = await service.getMyFileMakerFileDetail(
+      { sub: String(fileMakerId), role: RoleEnum.FILE_MAKER },
+      String(request._id),
+    );
+    expect(reopened.workflow.currentStep).toBe(WorkflowStep.FIRST_INITIAL_FORM);
+    expect(reopened.workflow.currentStep).not.toBe(WorkflowStep.FIRST_VIDEO);
+  });
+
+  it("keeps FIRST_VIDEO out of the FileMaker car-body workflow", async () => {
+    const fileMakerId = new Types.ObjectId();
+    const request = {
+      _id: new Types.ObjectId(),
+      publicId: "BL-V4-002",
+      type: BlameRequestType.CAR_BODY,
+      expertInitiated: true,
+      isMadeByFileMaker: true,
+      requiresFileMakerApproval: false,
+      initiatedByFieldExpertId: fileMakerId,
+      creationMethod: CreationMethod.IN_PERSON,
+      parties: [{ role: PartyRole.FIRST, person: {} }],
+      workflow: {
+        currentStep: WorkflowStep.CREATED,
+        nextStep: WorkflowStep.CAR_BODY_ACCIDENT_TYPE,
+        completedSteps: [WorkflowStep.CREATED],
+      },
+      history: [],
+      save: jest.fn().mockResolvedValue(undefined),
+    };
+    const service =
+      new (RequestManagementService as any)() as RequestManagementService;
+    (service as any).blameRequestDbService = {
+      findById: jest.fn().mockResolvedValue(request),
+    };
+    (service as any).userDbService = {
+      findOne: jest.fn().mockResolvedValue({
+        _id: new Types.ObjectId(),
+        otp: "hashed-otp",
+        otpExpire: Date.now() + 60_000,
+      }),
+    };
+    (service as any).hashService = {
+      compare: jest.fn().mockResolvedValue(true),
+    };
+    (service as any).workflowStepDbService = {
+      findByStepNumber: jest.fn().mockResolvedValue(null),
+      findByStepKey: jest.fn().mockResolvedValue({
+        stepNumber: 2,
+        stepKey: WorkflowStep.CAR_BODY_ACCIDENT_TYPE,
+        nextPossibleSteps: [WorkflowStep.FIRST_VIDEO],
+      }),
+    };
+    const actor = {
+      sub: String(fileMakerId),
+      role: RoleEnum.FILE_MAKER,
+      firstName: "File",
+      lastName: "Maker",
+    };
+
+    await service.verifyPartyOtpV2(actor, String(request._id), {
+      phoneNumber: "09121234567",
+      otp: "12345",
+      partyRole: "FIRST",
+    });
+
+    expect(request.workflow.currentStep).toBe(
+      WorkflowStep.CAR_BODY_ACCIDENT_TYPE,
+    );
+    expect(request.workflow.nextStep).toBe(WorkflowStep.FIRST_INITIAL_FORM);
+
+    await service.carBodyAccidentTypeFormV3(
+      String(request._id),
+      { car: true, object: false },
+      actor,
+    );
+
+    expect(request.workflow.currentStep).toBe(WorkflowStep.FIRST_INITIAL_FORM);
+    expect(request.workflow.nextStep).toBe(WorkflowStep.FIRST_VOICE);
+    expect(request.workflow.completedSteps).not.toContain(
+      WorkflowStep.FIRST_VIDEO,
+    );
+  });
+
+  it("repairs legacy stuck workflow values when a V4 file is reopened", async () => {
+    const fileMakerId = new Types.ObjectId();
+    const request = {
+      _id: new Types.ObjectId(),
+      publicId: "BL-V4-LEGACY",
+      type: BlameRequestType.THIRD_PARTY,
+      isMadeByFileMaker: true,
+      initiatedByFieldExpertId: fileMakerId,
+      workflow: {
+        currentStep: WorkflowStep.FIRST_VIDEO,
+        nextStep: WorkflowStep.FIRST_INITIAL_FORM,
+        completedSteps: [
+          WorkflowStep.CREATED,
+          WorkflowStep.FIRST_BLAME_CONFESSION,
+        ],
+      },
+      parties: [
+        { role: PartyRole.FIRST, person: { userId: new Types.ObjectId() } },
+      ],
+    };
+    const service =
+      new (RequestManagementService as any)() as RequestManagementService;
+    (service as any).blameRequestDbService = {
+      findById: jest.fn().mockResolvedValue(request),
+    };
+    (service as any).claimCaseDbService = {
+      findOne: jest.fn().mockResolvedValue(null),
+    };
+
+    const reopened = await service.getMyFileMakerFileDetail(
+      { sub: String(fileMakerId), role: RoleEnum.FILE_MAKER },
+      String(request._id),
+    );
+
+    expect(reopened.workflow).toEqual(
+      expect.objectContaining({
+        currentStep: WorkflowStep.FIRST_INITIAL_FORM,
+        nextStep: WorkflowStep.FIRST_VOICE,
+      }),
+    );
+    expect(reopened.workflow.completedSteps).not.toContain(
+      WorkflowStep.FIRST_VIDEO,
+    );
+  });
+});

src/request-management/request-management.service.ts

@@ -6228,8 +6228,9 @@ export class RequestManagementService {
     // the workflow is still at CREATED, advance past any intro step to the first
     // real data-entry step.
     //
-    // THIRD_PARTY: skip FIRST_BLAME_CONFESSION (first party is always guilty) and
+    // THIRD_PARTY: skip FIRST_BLAME_CONFESSION (first party is always guilty).
-    //   land on FIRST_VIDEO.
+    //   V4/V5 FileMaker files have no video step and land directly on the
+    //   initial inquiry form; other in-person flows land on FIRST_VIDEO.
     // CAR_BODY:    no confession exists; advance from CREATED to CAR_BODY_ACCIDENT_TYPE
     //   so the expert can fill the car-body form before video.
     if (
@@ -6247,9 +6248,10 @@ export class RequestManagementService {
         const carBodyStepDoc = await this.getWorkflowStep({
           stepKey: WorkflowStep.CAR_BODY_ACCIDENT_TYPE,
         });
-        const afterCarBody =
+        const afterCarBody = (req as any).isMadeByFileMaker
-          (carBodyStepDoc?.nextPossibleSteps?.[0] as WorkflowStep) ??
+          ? WorkflowStep.FIRST_INITIAL_FORM
-          WorkflowStep.FIRST_VIDEO;
+          : ((carBodyStepDoc?.nextPossibleSteps?.[0] as WorkflowStep) ??
+            WorkflowStep.FIRST_VIDEO);
 
         req.workflow.completedSteps = completed;
         req.workflow.currentStep = WorkflowStep.CAR_BODY_ACCIDENT_TYPE;
@@ -6269,16 +6271,24 @@ export class RequestManagementService {
         // THIRD_PARTY: skip confession — first party is always guilty in IN_PERSON
         const step2 = await this.getWorkflowStep({ stepNumber: 2 }); // FIRST_BLAME_CONFESSION
         const step2Key = step2.stepKey as WorkflowStep;
+        const isFileMakerFlow = !!(req as any).isMadeByFileMaker;
+        let advancedTo: WorkflowStep;
+
+        if (isFileMakerFlow) {
+          advancedTo = WorkflowStep.FIRST_INITIAL_FORM;
+          req.workflow.currentStep = advancedTo;
+          req.workflow.nextStep = WorkflowStep.FIRST_VOICE;
+        } else {
           const step3 = await this.getWorkflowStep({ stepNumber: 3 }); // FIRST_VIDEO
-        const step3Key = step3.stepKey as WorkflowStep;
+          advancedTo = step3.stepKey as WorkflowStep;
-        const nextAfterVideo =
+          req.workflow.currentStep = advancedTo;
+          req.workflow.nextStep =
             (step3.nextPossibleSteps?.[0] as WorkflowStep) ??
             WorkflowStep.FIRST_INITIAL_FORM;
+        }
 
         if (!completed.includes(step2Key)) completed.push(step2Key);
         req.workflow.completedSteps = completed;
-        req.workflow.currentStep = step3Key;
-        req.workflow.nextStep = nextAfterVideo;
 
         // Auto-guilt: first party is always guilty in expert-initiated IN_PERSON
         const fIdx = this.getPartyIndex(req, PartyRole.FIRST);
@@ -6303,7 +6313,7 @@ export class RequestManagementService {
             reason:
               "IN_PERSON expert-initiated: first party is always guilty; confession auto-resolved",
             stepKey: step2Key,
-            advancedTo: step3Key,
+            advancedTo,
           },
         } as any);
       }
@@ -11750,8 +11760,13 @@ export class RequestManagementService {
     firstParty.carBodyFirstForm.object = body.object;
 
     this.pushWorkflowSteps(req, [WorkflowStep.CAR_BODY_ACCIDENT_TYPE]);
+    if ((req as any).isMadeByFileMaker) {
+      req.workflow.currentStep = WorkflowStep.FIRST_INITIAL_FORM;
+      req.workflow.nextStep = WorkflowStep.FIRST_VOICE;
+    } else {
       req.workflow.currentStep = WorkflowStep.CAR_BODY_ACCIDENT_TYPE;
       req.workflow.nextStep = WorkflowStep.FIRST_INITIAL_FORM;
+    }
 
     if (!Array.isArray(req.history)) req.history = [];
     req.history.push({
@@ -12712,6 +12727,51 @@ export class RequestManagementService {
    */
   // ─── FileMaker file list / detail (V4 + V5) ────────────────────────────────
 
+  /**
+   * Older V4/V5 records may have FIRST_VIDEO persisted by the shared in-person
+   * OTP transition. FileMaker flows never exposed that step, so repair the API
+   * projection until the first inquiry submission naturally persists the next
+   * valid workflow state.
+   */
+  private fileMakerWorkflowProjection(file: any): any {
+    const rawWorkflow = file?.workflow ?? {};
+    const workflow =
+      typeof rawWorkflow.toObject === "function"
+        ? rawWorkflow.toObject({ versionKey: false })
+        : { ...rawWorkflow };
+    const completedSteps = Array.isArray(workflow.completedSteps)
+      ? workflow.completedSteps.filter(
+          (step: WorkflowStep) => step !== WorkflowStep.FIRST_VIDEO,
+        )
+      : workflow.completedSteps;
+
+    if (
+      workflow.currentStep === WorkflowStep.FIRST_VIDEO &&
+      !(completedSteps ?? []).includes(WorkflowStep.FIRST_INITIAL_FORM)
+    ) {
+      return {
+        ...workflow,
+        currentStep: WorkflowStep.FIRST_INITIAL_FORM,
+        nextStep: WorkflowStep.FIRST_VOICE,
+        completedSteps,
+      };
+    }
+
+    if (
+      file?.type === BlameRequestType.CAR_BODY &&
+      workflow.currentStep === WorkflowStep.CAR_BODY_ACCIDENT_TYPE &&
+      workflow.nextStep === WorkflowStep.FIRST_VIDEO
+    ) {
+      return {
+        ...workflow,
+        nextStep: WorkflowStep.FIRST_INITIAL_FORM,
+        completedSteps,
+      };
+    }
+
+    return { ...workflow, completedSteps };
+  }
+
   async getMyFileMakerFiles(fileMaker: any): Promise<any[]> {
     if (fileMaker?.role !== RoleEnum.FILE_MAKER) {
       throw new ForbiddenException("Only FileMakers can use this endpoint.");
@@ -12721,7 +12781,9 @@ export class RequestManagementService {
       isMadeByFileMaker: true,
       initiatedByFieldExpertId: makerId,
     });
-    return (files || []).map((f: any) => ({
+    return (files || []).map((f: any) => {
+      const workflow = this.fileMakerWorkflowProjection(f);
+      return {
         _id: f._id,
         publicId: f.publicId,
         requestNo: f.requestNo,
@@ -12729,14 +12791,15 @@ export class RequestManagementService {
         status: f.status,
         blameStatus: f.blameStatus,
         workflow: {
-        currentStep: f.workflow?.currentStep,
+          currentStep: workflow.currentStep,
-        nextStep: f.workflow?.nextStep,
+          nextStep: workflow.nextStep,
-        completedSteps: f.workflow?.completedSteps,
+          completedSteps: workflow.completedSteps,
         },
         requiresFileMakerApproval: f.requiresFileMakerApproval,
         createdAt: f.createdAt,
         updatedAt: f.updatedAt,
-    }));
+      };
+    });
   }
 
   async getMyFileMakerFileDetail(
@@ -12777,7 +12840,7 @@ export class RequestManagementService {
       type: plain.type,
       status: plain.status,
       blameStatus: plain.blameStatus,
-      workflow: plain.workflow,
+      workflow: this.fileMakerWorkflowProjection(plain),
       requiresFileMakerApproval: plain.requiresFileMakerApproval,
       parties: (plain.parties ?? []).map((p: any) => ({
         role: p.role,