Merge pull request 'YARA-951' (#83) from s.yahyaee/yara724-api:main into main

Reviewed-on: Yara724/api#83

src/auth/dto/captcha-response.dto.ts

@@ -7,6 +7,12 @@ export class CaptchaResponseDto {
   })
   captchaId: string;
 
+  @ApiProperty({
+    description: "Sample text",
+    example: "sb20xe"
+  })
+  text: string
+
   @ApiProperty({
     description:
       "SVG captcha as a data URI — use as `<img src={image} />` in the frontend.",

src/captcha/captcha-challenge.service.ts

@@ -35,6 +35,7 @@ export class CaptchaChallengeService {
 
     return {
       captchaId,
+      text: generated.text,
       image: generated.image,
       expiresAt: generated.expiresAt,
     };

src/claim-request-management/entites/schema/claim-cases.schema.ts

@@ -159,5 +159,5 @@ export class ClaimCase {
 
 export type ClaimCaseDocument = HydratedDocument<ClaimCase>;
 export const ClaimCaseSchema = SchemaFactory.createForClass(ClaimCase);
- 
+ClaimCaseSchema.index({ status: 1, "workflow.locked": 1 });
 

src/common/dto/expert-file-assign-result.dto.ts

@@ -0,0 +1,38 @@
+import { ApiProperty, ApiPropertyOptional } from "@nestjs/swagger";
+
+export type ExpertFileAssignStatus =
+  | "assigned"
+  | "already_assigned_to_you"
+  | "locked"
+  | "unavailable";
+
+export class ExpertFileAssignResultDto {
+  @ApiProperty({ example: true })
+  success: boolean;
+
+  @ApiProperty({
+    enum: ["assigned", "already_assigned_to_you", "locked", "unavailable"],
+    example: "assigned",
+  })
+  status: ExpertFileAssignStatus;
+
+  @ApiPropertyOptional({
+    example: "You already started processing this request",
+  })
+  message?: string;
+
+  @ApiPropertyOptional({
+    description: "When the expert was assigned (ISO 8601).",
+    example: "2026-05-24T12:00:00.000Z",
+  })
+  assignedAt?: string;
+
+  @ApiPropertyOptional({
+    description: "Present when status is locked (another expert).",
+  })
+  lockedBy?: {
+    actorId: string;
+    actorName?: string;
+    lockedAt?: string;
+  };
+}

src/expert-blame/expert-blame.service.ts

@@ -1,5 +1,6 @@
 import {
   BadRequestException,
+  ConflictException,
   ForbiddenException,
   HttpException,
   Injectable,
@@ -23,6 +24,10 @@ import {
 } from "src/helpers/expert-portfolio";
 import { applyListQueryV2 } from "src/helpers/list-query-v2";
 import { ListQueryV2Dto } from "src/common/dto/list-query-v2.dto";
+import {
+  ExpertFileAssignResultDto,
+  ExpertFileAssignStatus,
+} from "src/common/dto/expert-file-assign-result.dto";
 import { RequestManagementDbService } from "src/request-management/entities/db-service/request-management.db.service";
 import { BlameRequestDbService } from "src/request-management/entities/db-service/blame-request.db.service";
 import {
@@ -1000,118 +1005,222 @@ export class ExpertBlameService {
   }
 
   /**
-   * V2: Lock blame case for 15 minutes (blameCases collection).
+   * Assign the current field expert to a blame case for review (V2).
-   * Sets workflow.locked, workflow.lockedBy, workflow.lockedAt.
+   * Free cases are locked atomically; already-assigned-to-self is idempotent.
-   * Checks if existing lock is expired and allows re-locking.
    */
-  async lockRequestV2(requestId: string, actorDetail: any): Promise<{ _id: string; lock: boolean }> {
+  async assignBlameCaseForReviewV2(
-    try {
+    requestId: string,
-      const now = new Date();
+    actor: { sub: string; fullName?: string; clientKey?: string },
-
+  ): Promise<ExpertFileAssignResultDto> {
     await this.expireBlameCaseWorkflowLockV2IfStale(requestId);
-      // First, check the current state
+
     const request = await this.blameRequestDbService.findById(requestId);
     if (!request) {
       throw new NotFoundException("Request not found");
     }
 
-      assertBlameCaseForExpertTenant(request, actorDetail);
+    assertBlameCaseForExpertTenant(request, actor);
+
+    if (request.type === BlameRequestType.CAR_BODY) {
+      throw new BadRequestException({
+        success: false,
+        status: "unavailable" satisfies ExpertFileAssignStatus,
+        message: "CAR_BODY cases do not require expert review",
+      });
+    }
 
-      // Validate request is available for expert review
     if (
       request.status !== CaseStatus.WAITING_FOR_EXPERT ||
       request.blameStatus !== BlameStatus.DISAGREEMENT
     ) {
-        throw new BadRequestException(
+      throw new BadRequestException({
-          "Request is not available for expert review",
+        success: false,
-        );
+        status: "unavailable" satisfies ExpertFileAssignStatus,
+        message: "Request is not available for expert review",
+      });
     }
 
-      // Expert-initiated: only the initiating field expert can lock and review
     if (
       request.expertInitiated &&
       request.initiatedByFieldExpertId &&
-        String(request.initiatedByFieldExpertId) !== actorDetail.sub
+      String(request.initiatedByFieldExpertId) !== actor.sub
     ) {
       throw new ForbiddenException(
-          "Only the field expert who created this file can lock and review it.",
+        "Only the field expert who created this file can review it",
       );
     }
 
-      // Check if locked and not expired (`expiredAt` or lockedAt + TTL)
+    const expertOid = new Types.ObjectId(actor.sub);
-      if (
+    const lockedById = String(request.workflow?.lockedBy?.actorId ?? "");
+    const lockEnforced =
       request.workflow?.locked &&
-        this.isBlameV2WorkflowLockCurrentlyEnforced(request)
+      this.isBlameV2WorkflowLockCurrentlyEnforced(request);
-      ) {
+
-        const lockedByActorId = String(
+    if (lockEnforced && lockedById && lockedById !== actor.sub) {
-          request.workflow.lockedBy?.actorId ?? "",
+      throw new ConflictException({
-        );
+        success: false,
-        if (lockedByActorId === actorDetail.sub) {
+        status: "locked" satisfies ExpertFileAssignStatus,
-          throw new BadRequestException(
+        message: "Request is already being processed by another expert",
-            "You have already locked this request",
+        lockedBy: {
-          );
+          actorId: lockedById,
-        }
+          actorName: request.workflow?.lockedBy?.actorName,
-        throw new BadRequestException(
+          lockedAt: request.workflow?.lockedAt
-          "Request is currently locked by another expert",
+            ? new Date(request.workflow.lockedAt as Date).toISOString()
-        );
+            : undefined,
+        },
+      });
     }
 
-      const lockSnapshot = await this.snapshotFieldExpert(actorDetail.sub);
+    if (lockEnforced && lockedById === actor.sub) {
+      return {
+        success: true,
+        status: "already_assigned_to_you",
+        message: "You already started processing this request",
+        assignedAt: request.workflow?.lockedAt
+          ? new Date(request.workflow.lockedAt as Date).toISOString()
+          : undefined,
+      };
+    }
 
-      // Lock the request (either unlocked or expired lock)
+    const now = new Date();
-      const updateResult = await this.blameRequestDbService.findByIdAndUpdate(
+    const lockSnapshot = await this.snapshotFieldExpert(actor.sub);
-        requestId,
+    const lockUpdate = {
-        {
       $set: {
         "workflow.locked": true,
         "workflow.lockedAt": now,
-            "workflow.expiredAt": new Date(
+        "workflow.expiredAt": new Date(now.getTime() + this.blameV2LockTtlMs),
-              now.getTime() + this.blameV2LockTtlMs,
-            ),
         "workflow.lockedBy": {
-              actorId: new Types.ObjectId(actorDetail.sub),
+          actorId: expertOid,
-              actorName: actorDetail.fullName || "Unknown Expert",
+          actorName: actor.fullName || "Unknown Expert",
           actorRole: "expert",
           ...(lockSnapshot && { expertProfileSnapshot: lockSnapshot }),
         },
       },
+      $push: {
+        history: {
+          type: "BLAME_ASSIGNED",
+          actor: {
+            actorId: expertOid,
+            actorName: actor.fullName || "Unknown Expert",
+            actorType: "field_expert",
           },
+          timestamp: now,
+          metadata: { note: "Expert assigned via review assign endpoint" },
+        },
+      },
+    };
+
+    const assignFilter: Record<string, unknown> = {
+      _id: new Types.ObjectId(requestId),
+      status: CaseStatus.WAITING_FOR_EXPERT,
+      blameStatus: BlameStatus.DISAGREEMENT,
+      $or: [
+        { "workflow.locked": { $ne: true } },
+        { "workflow.locked": false },
+        { "workflow.expiredAt": { $lte: now } },
+        { "workflow.lockedBy.actorId": expertOid },
+      ],
+    };
+
+    if (request.expertInitiated) {
+      assignFilter.initiatedByFieldExpertId = expertOid;
+    }
+
+    const updated = await this.blameRequestDbService.findOneAndUpdate(
+      assignFilter as any,
+      lockUpdate,
+      { new: true },
     );
 
-      if (!updateResult) {
+    if (!updated) {
-        throw new InternalServerErrorException("Failed to lock the request");
+      await this.expireBlameCaseWorkflowLockV2IfStale(requestId);
+      const latest = await this.blameRequestDbService.findById(requestId);
+      const otherId = String(latest?.workflow?.lockedBy?.actorId ?? "");
+      if (
+        latest?.workflow?.locked &&
+        this.isBlameV2WorkflowLockCurrentlyEnforced(latest) &&
+        otherId &&
+        otherId !== actor.sub
+      ) {
+        throw new ConflictException({
+          success: false,
+          status: "locked" satisfies ExpertFileAssignStatus,
+          message: "Request is already being processed by another expert",
+          lockedBy: {
+            actorId: otherId,
+            actorName: latest.workflow?.lockedBy?.actorName,
+            lockedAt: latest.workflow?.lockedAt
+              ? new Date(latest.workflow.lockedAt as Date).toISOString()
+              : undefined,
+          },
+        });
+      }
+      throw new BadRequestException({
+        success: false,
+        status: "unavailable" satisfies ExpertFileAssignStatus,
+        message: "Request could not be assigned",
+      });
     }
 
     await this.recordBlameExpertActivity({
-        expertId: String(actorDetail.sub),
+      expertId: String(actor.sub),
       requestId: String(requestId),
       eventType: ExpertFileActivityType.CHECKED,
       tenantId:
-          String(request.parties?.[0]?.person?.clientId ?? "") ||
+        String(updated.parties?.[0]?.person?.clientId ?? "") ||
-          String(request.parties?.[1]?.person?.clientId ?? ""),
+        String(updated.parties?.[1]?.person?.clientId ?? ""),
-        idempotencyKey: `blame:${requestId}:checked:${actorDetail.sub}`,
+      idempotencyKey: `blame:${requestId}:checked:${actor.sub}`,
     });
 
-      if (request.type === BlameRequestType.THIRD_PARTY) {
+    if (updated.type === BlameRequestType.THIRD_PARTY) {
-        const phones = (request.parties || [])
+      const phones = (updated.parties || [])
         .map((p: any) => p?.person?.phoneNumber)
         .filter((p: unknown): p is string => typeof p === "string" && p.length > 0);
       const expertLastName =
-          actorDetail?.fullName?.trim()?.split(/\s+/).pop() || "کارشناس";
+        actor?.fullName?.trim()?.split(/\s+/).pop() || "کارشناس";
       for (const phone of phones) {
         await this.smsOrchestrationService.sendThirdPartyExpertStartedReviewNotice(
           {
             receptor: phone,
             fileKind: "blame",
-              publicId: request.publicId,
+            publicId: updated.publicId,
             expertLastName,
           },
         );
       }
     }
 
-      return { _id: requestId, lock: true };
+    this.logger.log(
+      `Blame case ${requestId} assigned to expert ${actor.sub} at ${now.toISOString()}`,
+    );
+
+    return {
+      success: true,
+      status: "assigned",
+      assignedAt: now.toISOString(),
+    };
+  }
+
+  /**
+   * V2: Lock blame case for 15 minutes (blameCases collection).
+   * Delegates to {@link assignBlameCaseForReviewV2}; maps conflict to BadRequest for legacy clients.
+   */
+  async lockRequestV2(
+    requestId: string,
+    actorDetail: any,
+  ): Promise<{ _id: string; lock: boolean; message?: string }> {
+    try {
+      const result = await this.assignBlameCaseForReviewV2(requestId, actorDetail);
+      return {
+        _id: requestId,
+        lock: true,
+        message: result.message,
+      };
     } catch (error) {
+      if (error instanceof ConflictException) {
+        const body = error.getResponse();
+        throw new BadRequestException(body);
+      }
       if (error instanceof HttpException) throw error;
       this.logger.error(
         "lockRequestV2 failed",

src/expert-blame/expert-blame.v2.controller.ts

@@ -5,11 +5,13 @@ import {
   HttpException,
   InternalServerErrorException,
   Param,
+  Post,
   Put,
   Query,
   UseGuards,
 } from "@nestjs/common";
-import { ApiBearerAuth, ApiBody, ApiOperation, ApiParam, ApiTags } from "@nestjs/swagger";
+import { ApiBearerAuth, ApiBody, ApiOperation, ApiParam, ApiResponse, ApiTags } from "@nestjs/swagger";
+import { ExpertFileAssignResultDto } from "src/common/dto/expert-file-assign-result.dto";
 import { LocalActorAuthGuard } from "src/auth/guards/actor-local.guard";
 import { RolesGuard } from "src/auth/guards/role.guard";
 import { Roles } from "src/decorators/roles.decorator";
@@ -79,7 +81,36 @@ export class ExpertBlameV2Controller {
     }
   }
 
+  @Post(":id/assign")
+  @ApiOperation({
+    summary: "Check availability and assign blame case to this expert",
+    description:
+      "Call before opening a case from the list. Returns `assigned` when the case was free and is now locked to you, `already_assigned_to_you` when you already hold the lock, or **409** with `status=locked` when another expert is reviewing. Does not replace PUT lock — use this for list UI availability.",
+  })
+  @ApiParam({ name: "id", description: "Blame case request id" })
+  @ApiResponse({ status: 200, type: ExpertFileAssignResultDto })
+  @ApiResponse({
+    status: 409,
+    description: "Another expert is processing this case",
+    type: ExpertFileAssignResultDto,
+  })
+  async assignForReview(@Param("id") id: string, @CurrentUser() actor: any) {
+    try {
+      return await this.expertBlameService.assignBlameCaseForReviewV2(id, actor);
+    } catch (error) {
+      if (error instanceof HttpException) throw error;
+      throw new InternalServerErrorException(
+        error instanceof Error ? error.message : "Failed to assign blame case",
+      );
+    }
+  }
+
   @Put("lock/:id")
+  @ApiOperation({
+    summary: "Lock blame case for review (legacy)",
+    description:
+      "Same assignment logic as POST `:id/assign`, but returns the legacy `{ _id, lock }` shape and maps conflicts to 400 instead of 409.",
+  })
   @ApiParam({ name: "id", description: "Blame case request id" })
   async lockRequest(@Param("id") id: string, @CurrentUser() actor: any) {
     try {

src/expert-claim/expert-claim.service.ts

@@ -31,6 +31,10 @@ import { ClaimStepsEnum } from "src/Types&Enums/claim-request-management/steps.e
 import { UserType } from "src/Types&Enums/userType.enum";
 import { DamageExpertDbService } from "src/users/entities/db-service/damage-expert.db.service";
 import { UserDbService } from "src/users/entities/db-service/user.db.service";
+import {
+  ExpertFileAssignResultDto,
+  ExpertFileAssignStatus,
+} from "src/common/dto/expert-file-assign-result.dto";
 import { ClaimPerIdRs } from "./dto/claim-list-perId-rs.dto";
 import { ClaimListDtoRs } from "./dto/claim-list-rs.dto";
 import { ClaimCaseDbService } from "src/claim-request-management/entites/db-service/claim-case.db.service";
@@ -2341,6 +2345,218 @@ export class ExpertClaimService {
     throw new HttpException(error.response, error.claimStatus);
   }
 
+  /**
+   * Assign the current damage expert to a claim for review (V2).
+   * Free cases are locked atomically; already-assigned-to-self is idempotent.
+   */
+  async assignClaimForReviewV2(
+    claimRequestId: string,
+    actor: { sub: string; fullName?: string; clientKey?: string },
+  ): Promise<ExpertFileAssignResultDto> {
+    requireActorClientKey(actor);
+    await this.expireClaimWorkflowLockV2IfStale(claimRequestId);
+
+    const claim = await this.claimCaseDbService.findById(claimRequestId);
+    if (!claim) {
+      throw new NotFoundException("Claim request not found");
+    }
+
+    assertClaimCaseForTenant(claim, actor);
+
+    const isFactorValidationLock = claimIsAwaitingExpertFactorValidationV2(claim);
+    const isDamageReviewLock =
+      claim.status === ClaimCaseStatus.WAITING_FOR_DAMAGE_EXPERT;
+
+    if (!isDamageReviewLock && !isFactorValidationLock) {
+      throw new BadRequestException({
+        success: false,
+        status: "unavailable" satisfies ExpertFileAssignStatus,
+        message: "Request is not available for expert review",
+      });
+    }
+
+    const lockedById = String(claim.workflow?.lockedBy?.actorId ?? "");
+    const lockEnforced =
+      claim.workflow?.locked &&
+      this.isClaimV2WorkflowLockCurrentlyEnforced(claim);
+
+    if (lockEnforced && lockedById && lockedById !== actor.sub) {
+      throw new ConflictException({
+        success: false,
+        status: "locked" satisfies ExpertFileAssignStatus,
+        message: "Request is already being processed by another expert",
+        lockedBy: {
+          actorId: lockedById,
+          actorName: claim.workflow?.lockedBy?.actorName,
+          lockedAt: claim.workflow?.lockedAt
+            ? new Date(claim.workflow.lockedAt as Date).toISOString()
+            : undefined,
+        },
+      });
+    }
+
+    if (lockEnforced && lockedById === actor.sub) {
+      return {
+        success: true,
+        status: "already_assigned_to_you",
+        message: "You already started processing this request",
+        assignedAt: claim.workflow?.lockedAt
+          ? new Date(claim.workflow.lockedAt as Date).toISOString()
+          : undefined,
+      };
+    }
+
+    const expertOid = new Types.ObjectId(actor.sub);
+    const now = new Date();
+    const lockSnapshot = await this.snapshotDamageExpert(actor.sub);
+    const expiredAt = new Date(now.getTime() + this.claimV2WorkflowLockTtlMs);
+
+    const baseLockUpdate: Record<string, unknown> = {
+      "workflow.locked": true,
+      "workflow.lockedAt": now,
+      "workflow.expiredAt": expiredAt,
+      "workflow.lockedBy": {
+        actorId: expertOid,
+        actorName: actor.fullName,
+        actorRole: "damage_expert",
+        ...(lockSnapshot && { expertProfileSnapshot: lockSnapshot }),
+      },
+      "workflow.preLockQueueSnapshot": {
+        claimStatus: claim.claimStatus,
+        currentStep: this.normalizeClaimWorkflowStepForSnapshot(
+          claim.workflow?.currentStep,
+          ClaimWorkflowStep.USER_SUBMISSION_COMPLETE,
+        ),
+        ...(claim.workflow?.nextStep != null
+          ? {
+              nextStep: this.normalizeClaimWorkflowStepForSnapshot(
+                claim.workflow.nextStep,
+                ClaimWorkflowStep.EXPERT_DAMAGE_ASSESSMENT,
+              ),
+            }
+          : {}),
+      },
+      $push: {
+        history: {
+          type: "CLAIM_ASSIGNED",
+          actor: {
+            actorId: expertOid,
+            actorName: actor.fullName,
+            actorType: "damage_expert",
+          },
+          timestamp: now,
+          metadata: {
+            note: isFactorValidationLock
+              ? "Expert assigned for factor validation review"
+              : "Expert assigned via review assign endpoint",
+            ...(isFactorValidationLock ? { phase: "factorValidation" } : {}),
+          },
+        },
+      },
+    };
+
+    const lockUpdate: Record<string, unknown> = isFactorValidationLock
+      ? baseLockUpdate
+      : {
+          ...baseLockUpdate,
+          status: ClaimCaseStatus.EXPERT_REVIEWING,
+          claimStatus: ClaimStatus.UNDER_REVIEW,
+          "workflow.currentStep": ClaimWorkflowStep.EXPERT_DAMAGE_ASSESSMENT,
+        };
+
+    const assignFilter: Record<string, unknown> = {
+      _id: new Types.ObjectId(claimRequestId),
+      $or: [
+        { "workflow.locked": { $ne: true } },
+        { "workflow.locked": false },
+        { "workflow.expiredAt": { $lte: now } },
+        { "workflow.lockedBy.actorId": expertOid },
+      ],
+    };
+
+    if (isFactorValidationLock) {
+      assignFilter.claimStatus = ClaimStatus.UNDER_REVIEW;
+      assignFilter["workflow.currentStep"] =
+        ClaimWorkflowStep.EXPERT_COST_EVALUATION;
+      assignFilter.status = {
+        $in: [
+          ClaimCaseStatus.EXPERT_VALIDATING_REPAIR_FACTORS,
+          ClaimCaseStatus.WAITING_FOR_INSURER_APPROVAL,
+        ],
+      };
+    } else {
+      assignFilter.status = ClaimCaseStatus.WAITING_FOR_DAMAGE_EXPERT;
+    }
+
+    const updated = await this.claimCaseDbService.findOneAndUpdate(
+      assignFilter as any,
+      lockUpdate,
+      { new: true },
+    );
+
+    if (!updated) {
+      await this.expireClaimWorkflowLockV2IfStale(claimRequestId);
+      const latest = await this.claimCaseDbService.findById(claimRequestId);
+      const otherId = String(latest?.workflow?.lockedBy?.actorId ?? "");
+      if (
+        latest?.workflow?.locked &&
+        this.isClaimV2WorkflowLockCurrentlyEnforced(latest) &&
+        otherId &&
+        otherId !== actor.sub
+      ) {
+        throw new ConflictException({
+          success: false,
+          status: "locked" satisfies ExpertFileAssignStatus,
+          message: "Request is already being processed by another expert",
+          lockedBy: {
+            actorId: otherId,
+            actorName: latest.workflow?.lockedBy?.actorName,
+            lockedAt: latest.workflow?.lockedAt
+              ? new Date(latest.workflow.lockedAt as Date).toISOString()
+              : undefined,
+          },
+        });
+      }
+      throw new BadRequestException({
+        success: false,
+        status: "unavailable" satisfies ExpertFileAssignStatus,
+        message: "Request could not be assigned",
+      });
+    }
+
+    await this.recordClaimExpertActivity({
+      expertId: String(actor.sub),
+      tenantId: this.claimActivityTenantId(updated, actor),
+      claimId: String(claimRequestId),
+      eventType: ExpertFileActivityType.CHECKED,
+      idempotencyKey: `claim:${claimRequestId}:checked:v2:${actor.sub}`,
+    });
+
+    const ownerPhone = await this.resolveClaimOwnerPhone(updated);
+    if (ownerPhone) {
+      const expertLastName =
+        actor?.fullName?.trim()?.split(/\s+/).pop() || "کارشناس";
+      await this.smsOrchestrationService.sendThirdPartyExpertStartedReviewNotice(
+        {
+          receptor: ownerPhone,
+          fileKind: "claim",
+          publicId: updated.publicId,
+          expertLastName,
+        },
+      );
+    }
+
+    this.logger.log(
+      `Claim ${claimRequestId} assigned to expert ${actor.sub} at ${now.toISOString()}`,
+    );
+
+    return {
+      success: true,
+      status: "assigned",
+      assignedAt: now.toISOString(),
+    };
+  }
+
   /**
    * V2: Lock a claim request for expert review.
    *
@@ -2362,136 +2578,42 @@ export class ExpertClaimService {
    *   `workflow.currentStep` untouched so the claim stays in the factor-validation
    *   queue (so `expireClaimWorkflowLockV2IfStale` and the queue endpoint keep
    *   treating it correctly when the lock expires).
+   *
+   * Delegates to {@link assignClaimForReviewV2}; maps conflict to BadRequest for legacy clients.
    */
   async lockClaimRequestV2(claimRequestId: string, actor: any) {
-    requireActorClientKey(actor);
+    try {
-    await this.expireClaimWorkflowLockV2IfStale(claimRequestId);
+      const result = await this.assignClaimForReviewV2(claimRequestId, actor);
-    const claim = await this.claimCaseDbService.findById(claimRequestId);
+      const response: Record<string, unknown> = {
-
-    if (!claim) {
-      throw new NotFoundException('Claim request not found');
-    }
-
-    assertClaimCaseForTenant(claim, actor);
-
-    const isFactorValidationLock = claimIsAwaitingExpertFactorValidationV2(claim);
-    const isDamageReviewLock =
-      claim.status === ClaimCaseStatus.WAITING_FOR_DAMAGE_EXPERT;
-
-    if (!isDamageReviewLock && !isFactorValidationLock) {
-      throw new BadRequestException(
-        `Claim is not available for locking. Current status: ${claim.status}`,
-      );
-    }
-
-    if (
-      claim.workflow?.locked &&
-      claim.workflow.lockedBy?.actorId?.toString() !== actor.sub
-    ) {
-      throw new BadRequestException(
-        `Claim is already locked by another expert: ${claim.workflow.lockedBy?.actorName}`,
-      );
-    }
-
-    // Already locked by this same expert — idempotent
-    if (
-      claim.workflow?.locked &&
-      claim.workflow.lockedBy?.actorId?.toString() === actor.sub
-    ) {
-      return { claimRequestId, locked: true, message: 'Already locked by you' };
-    }
-
-    const lockSnapshot = await this.snapshotDamageExpert(actor.sub);
-    const lockAt = new Date();
-    const expiredAt = new Date(lockAt.getTime() + this.claimV2WorkflowLockTtlMs);
-
-    // Common lock fields written in both branches.
-    const baseLockUpdate: Record<string, unknown> = {
-      'workflow.locked': true,
-      'workflow.lockedAt': lockAt,
-      'workflow.expiredAt': expiredAt,
-      'workflow.lockedBy': {
-        actorId: new Types.ObjectId(actor.sub),
-        actorName: actor.fullName,
-        actorRole: 'damage_expert',
-        ...(lockSnapshot && { expertProfileSnapshot: lockSnapshot }),
-      },
-      'workflow.preLockQueueSnapshot': {
-        claimStatus: claim.claimStatus,
-        currentStep: this.normalizeClaimWorkflowStepForSnapshot(
-          claim.workflow?.currentStep,
-          ClaimWorkflowStep.USER_SUBMISSION_COMPLETE,
-        ),
-        ...(claim.workflow?.nextStep != null
-          ? {
-              nextStep: this.normalizeClaimWorkflowStepForSnapshot(
-                claim.workflow.nextStep,
-                ClaimWorkflowStep.EXPERT_DAMAGE_ASSESSMENT,
-              ),
-            }
-          : {}),
-      },
-      $push: {
-        history: {
-          type: "CLAIM_LOCKED",
-          actor: {
-            actorId: new Types.ObjectId(actor.sub),
-            actorName: actor.fullName,
-            actorType: "damage_expert",
-          },
-          timestamp: new Date(),
-          metadata: {
-            note: isFactorValidationLock
-              ? `Claim locked for factor validation by damage expert ${actor.fullName}`
-              : `Claim locked by damage expert ${actor.fullName}`,
-            ...(isFactorValidationLock ? { phase: "factorValidation" } : {}),
-          },
-        },
-      },
-    };
-
-    // Damage-review lock advances status/step; factor-validation lock keeps them
-    // intact so the claim remains in the factor-validation queue when the lock expires.
-    const update: Record<string, unknown> = isFactorValidationLock
-      ? baseLockUpdate
-      : {
-          ...baseLockUpdate,
-          status: ClaimCaseStatus.EXPERT_REVIEWING,
-          claimStatus: ClaimStatus.UNDER_REVIEW,
-          'workflow.currentStep': ClaimWorkflowStep.EXPERT_DAMAGE_ASSESSMENT,
-        };
-
-    await this.claimCaseDbService.findByIdAndUpdate(claimRequestId, update);
-
-    await this.recordClaimExpertActivity({
-      expertId: String(actor.sub),
-      tenantId: this.claimActivityTenantId(claim, actor),
-      claimId: String(claimRequestId),
-      eventType: ExpertFileActivityType.CHECKED,
-      idempotencyKey: `claim:${claimRequestId}:checked:v2:${actor.sub}`,
-    });
-
-    const ownerPhone = await this.resolveClaimOwnerPhone(claim);
-    if (ownerPhone) {
-      const expertLastName =
-        actor?.fullName?.trim()?.split(/\s+/).pop() || "کارشناس";
-      await this.smsOrchestrationService.sendThirdPartyExpertStartedReviewNotice(
-        {
-          receptor: ownerPhone,
-          fileKind: "claim",
-          publicId: claim.publicId,
-          expertLastName,
-        },
-      );
-    }
-
-    return {
         claimRequestId,
         locked: true,
-      status: ClaimCaseStatus.EXPERT_REVIEWING,
+        message: result.message,
-      claimStatus: ClaimStatus.UNDER_REVIEW,
-      currentStep: ClaimWorkflowStep.EXPERT_DAMAGE_ASSESSMENT,
       };
+      if (result.status === "assigned") {
+        const claim = await this.claimCaseDbService.findById(claimRequestId);
+        if (claim?.status === ClaimCaseStatus.EXPERT_REVIEWING) {
+          response.status = ClaimCaseStatus.EXPERT_REVIEWING;
+          response.claimStatus = ClaimStatus.UNDER_REVIEW;
+          response.currentStep = ClaimWorkflowStep.EXPERT_DAMAGE_ASSESSMENT;
+        }
+      }
+      return response;
+    } catch (error) {
+      if (error instanceof ConflictException) {
+        const body = error.getResponse();
+        throw new BadRequestException(body);
+      }
+      if (error instanceof HttpException) throw error;
+      this.logger.error(
+        "lockClaimRequestV2 failed",
+        claimRequestId,
+        error instanceof Error ? error.stack : String(error),
+      );
+      throw new HttpException(
+        error instanceof Error ? error.message : "Failed to lock claim",
+        HttpStatus.INTERNAL_SERVER_ERROR,
+      );
+    }
   }
 
   async submitResendDocsV2(

src/expert-claim/expert-claim.v2.controller.ts

@@ -1,4 +1,4 @@
-import { Body, Controller, Get, Header, Param, Headers, Patch, Put, UseGuards, Query, Res } from "@nestjs/common";
+import { Body, Controller, Get, Header, Param, Headers, Patch, Post, Put, UseGuards, Query, Res } from "@nestjs/common";
 import {
   ApiBearerAuth,
   ApiBody,
@@ -15,6 +15,7 @@ import { RolesGuard } from "src/auth/guards/role.guard";
 import { Roles } from "src/decorators/roles.decorator";
 import { CurrentUser } from "src/decorators/user.decorator";
 import { RoleEnum } from "src/Types&Enums/role.enum";
+import { ExpertFileAssignResultDto } from "src/common/dto/expert-file-assign-result.dto";
 import { ExpertClaimService } from "./expert-claim.service";
 import { ListQueryV2Dto } from "src/common/dto/list-query-v2.dto";
 import { GetClaimListV2ResponseDto } from "./dto/claim-list-v2.dto";
@@ -161,6 +162,29 @@ export class ExpertClaimV2Controller {
     );
   }
 
+  @Post("assign/:claimRequestId")
+  @ApiOperation({
+    summary: "Check availability and assign claim to this damage expert",
+    description:
+      "Call before opening a case from the list. Returns `assigned` when the claim was free and is now locked to you, `already_assigned_to_you` when you already hold the lock, or **409** with `status=locked` when another expert is reviewing. Works for both the damage-review queue (`WAITING_FOR_DAMAGE_EXPERT`) and factor-validation queue.",
+  })
+  @ApiParam({ name: "claimRequestId" })
+  @ApiResponse({ status: 200, type: ExpertFileAssignResultDto })
+  @ApiResponse({
+    status: 409,
+    description: "Another expert is processing this claim",
+    type: ExpertFileAssignResultDto,
+  })
+  async assignClaimForReviewV2(
+    @Param("claimRequestId") claimRequestId: string,
+    @CurrentUser() actor,
+  ) {
+    return await this.expertClaimService.assignClaimForReviewV2(
+      claimRequestId,
+      actor,
+    );
+  }
+
   @Put("lock/:claimRequestId")
   @ApiOperation({
     summary: "Lock a claim request for review",
@@ -168,7 +192,7 @@ export class ExpertClaimV2Controller {
       "Lockable in two queues:\n" +
       "1. **Damage review queue** — claim status `WAITING_FOR_DAMAGE_EXPERT`. Locking advances the claim to `status=EXPERT_REVIEWING`, `claimStatus=UNDER_REVIEW`, `workflow.currentStep=EXPERT_DAMAGE_ASSESSMENT`.\n" +
       "2. **Factor validation queue** — claim status `EXPERT_VALIDATING_REPAIR_FACTORS` (or legacy `WAITING_FOR_INSURER_APPROVAL`) with `claimStatus=UNDER_REVIEW` and `workflow.currentStep=EXPERT_COST_EVALUATION`. Locking only sets the workflow lock fields; status/claimStatus/currentStep are left untouched so the claim stays in the factor-validation queue when the lock expires.\n\n" +
-      "Only one expert can hold the lock at a time. Re-locking by the same expert is idempotent.",
+      "Only one expert can hold the lock at a time. Re-locking by the same expert is idempotent. Same assignment logic as POST `assign/:claimRequestId`, but returns the legacy lock shape and maps conflicts to 400 instead of 409.",
   })
   @ApiParam({ name: "claimRequestId" })
   async lockClaimRequestV2(

src/request-management/entities/schema/blame-cases.schema.ts

@@ -100,3 +100,4 @@ export class BlameRequest {
 
 export type BlameRequestDocument = HydratedDocument<BlameRequest>;
 export const BlameRequestSchema = SchemaFactory.createForClass(BlameRequest);
+BlameRequestSchema.index({ status: 1, "workflow.locked": 1 });