- Expert-entered amounts on factor validation

- Cap raised to 53,000,000 - Cap error copy - Repriced all-factor (and any repriced completion) - Docs added to expert-claim.v2.controller and PATCH 2/expert-claim-validate-factors/:id
2026-05-12 13:32:13 +03:30
parent 07c4e5126a
commit 0d0cec4b20
3 changed files with 141 additions and 99 deletions
--- a/src/expert-claim/dto/factor-validation.dto.ts
+++ b/src/expert-claim/dto/factor-validation.dto.ts
@@ -49,18 +49,24 @@ class FactorDecisionV2Dto {

  @ApiPropertyOptional({
    description:
-      "Expert-adjusted values (Persian/ASCII digits ok). For REJECTED factors, provide at least totalPayment (or price and salary).",
+      "Part price (Persian/ASCII digits). For each factor line, send totalPayment **or** both price and salary. Required for **APPROVED** (accepted amount read from factor / expert) and **REJECTED** (expert’s replacement pricing).",
  })
  @IsOptional()
  @IsString()
  price?: string;

-  @ApiPropertyOptional()
+  @ApiPropertyOptional({
+    description:
+      "Salary portion when not using a single totalPayment (must be sent together with price for APPROVED/REJECTED factor lines).",
+  })
  @IsOptional()
  @IsString()
  salary?: string;

-  @ApiPropertyOptional()
+  @ApiPropertyOptional({
+    description:
+      "Line total payment; preferred when the expert enters one number. Required together with APPROVED/REJECTED unless both price and salary are sent.",
+  })
  @IsOptional()
  @IsString()
  totalPayment?: string;
--- a/src/expert-claim/expert-claim.service.ts
+++ b/src/expert-claim/expert-claim.service.ts
@@ -93,6 +93,9 @@ import {
  ExpertFileKind,
 } from "src/users/entities/schema/expert-file-activity.schema";

+/** Maximum sum of line `totalPayment` across the claim (priced parts + factor lines after validation). */
+const CLAIM_V2_TOTAL_PAYMENT_CAP = 53_000_000;
+
@Injectable()
 export class ExpertClaimService {
  private readonly logger = new Logger(ExpertClaimService.name);
@@ -731,6 +734,39 @@ export class ExpertClaimService {
    );
  }

+  /** Factor validation: expert must send a line amount (OCR is not used for factor photos). */
+  private expertFactorValidationDecisionHasLinePricing(decision: {
+    totalPayment?: string;
+    price?: string;
+    salary?: string;
+  }): boolean {
+    const tp =
+      decision.totalPayment != null &&
+      String(decision.totalPayment).trim() !== "";
+    const pr =
+      decision.price != null && String(decision.price).trim() !== "";
+    const sa =
+      decision.salary != null && String(decision.salary).trim() !== "";
+    return tp || (pr && sa);
+  }
+
+  /** Price-cap total for one reply line: `totalPayment` if set, otherwise `price` + `salary`. */
+  private claimReplyPartLineTotalForCap(part: {
+    partId?: string;
+    totalPayment?: unknown;
+    price?: unknown;
+    salary?: unknown;
+  }): number {
+    const tpRaw =
+      part.totalPayment != null ? String(part.totalPayment).trim() : "";
+    if (tpRaw !== "") {
+      return this.parsePersianNumber(tpRaw);
+    }
+    const pr = this.parsePersianNumber(String(part.price ?? "0"));
+    const sa = this.parsePersianNumber(String(part.salary ?? "0"));
+    return pr + sa;
+  }
+
  /** Same rules as V1 `submitReplyRequest`: daghi option + conditional price / branchId; `branchId` stored as ObjectId. */
  private validateAndNormalizeDaghiForExpertReplyV2(
    parts: import("./dto/expert-claim-v2.dto").PartPricingV2Dto[],
@@ -1433,9 +1469,9 @@ export class ExpertClaimService {
        );
      }

-      // Validate total price cap (30,000,000)
+      // Validate total price cap (priced lines sum)
      if (reply.parts && reply.parts.length > 0) {
-        const PRICE_CAP = 30000000;
+        const PRICE_CAP = CLAIM_V2_TOTAL_PAYMENT_CAP;
        let totalPrice = 0;

        for (const part of reply.parts) {
@@ -1466,7 +1502,7 @@ export class ExpertClaimService {

        if (totalPrice > PRICE_CAP) {
          throw new BadRequestException({
-            message: `[PRICE_CAP_ERROR] Total price of damaged parts (${totalPrice.toLocaleString()}) exceeds the maximum allowed amount (${PRICE_CAP.toLocaleString()}). Please adjust the prices.`,
+            message: `You have reached the maximum acceptable total price. The sum of priced parts and factor lines (${totalPrice.toLocaleString()}) exceeds the limit (${PRICE_CAP.toLocaleString()}).`,
            error: "PRICE_CAP_ERROR",
            code: "PRICE_CAP_ERROR",
            totalPrice: totalPrice,
@@ -1985,11 +2021,55 @@ export class ExpertClaimService {
    };
  }

+  /**
+   * Close the claim after factor validation without a second insurer-review signature.
+   * Owner already uploaded factor files; mixed replies already have priced-line acceptance on file.
+   */
+  private async completeClaimCaseAfterFactorValidationV2(
+    claimRequestId: string,
+    claimForTenant: any,
+    actor: { sub: string; fullName?: string; clientKey?: string },
+    historyType: string,
+    historyActor: {
+      actorId: Types.ObjectId;
+      actorName?: string;
+      actorType: string;
+    },
+    metadata: Record<string, unknown>,
+  ): Promise<void> {
+    await this.claimCaseDbService.findByIdAndUpdate(claimRequestId, {
+      $set: {
+        status: ClaimCaseStatus.COMPLETED,
+        claimStatus: ClaimStatus.APPROVED,
+        "workflow.currentStep": ClaimWorkflowStep.CLAIM_COMPLETED,
+        "workflow.nextStep": ClaimWorkflowStep.CLAIM_COMPLETED,
+      },
+      $push: {
+        "workflow.completedSteps": ClaimWorkflowStep.INSURER_REVIEW,
+        history: {
+          type: historyType,
+          actor: historyActor,
+          timestamp: new Date(),
+          metadata,
+        },
+      },
+    });
+    await this.recordClaimExpertActivity({
+      expertId: String(actor.sub),
+      tenantId: this.claimActivityTenantId(claimForTenant, actor),
+      claimId: String(claimRequestId),
+      eventType: ExpertFileActivityType.HANDLED,
+      idempotencyKey: `claim:${claimRequestId}:factor_validation:${historyType}:${actor.sub}`,
+    });
+  }
+
  /**
   * V2 (ClaimCase): validate user-uploaded repair factors on the active expert reply.
   * Preconditions: all `factorNeeded` parts have `factorLink`; case is UNDER_REVIEW at EXPERT_COST_EVALUATION.
-   * — All approved → claimStatus APPROVED, INSURER_REVIEW: owner accepts/rejects to close.
-   * — Any rejected (expert repriced) → INSURER_REVIEW_AWAITING_OWNER_SIGN, APPROVED, INSURER_REVIEW until owner accepts/rejects.
+   * — All approved → COMPLETED + APPROVED (expert-entered line totals; no extra owner signature).
+   * — Any rejected (repriced) → COMPLETED + APPROVED (auto-close for now; owner sign may be added later).
+   * Total of all repair lines must be ≤ `CLAIM_V2_TOTAL_PAYMENT_CAP` (53_000_000; same as initial expert reply).
+   * Response: `claimStatus` = `ClaimStatus`; `caseStatus` = `ClaimCaseStatus`.
   */
  async validateClaimFactorsV2(
    claimRequestId: string,
@@ -2065,13 +2145,13 @@ export class ExpertClaimService {
        $set[`${base}.totalPayment`] = decision.totalPayment;
      }

-      if (decision.status === FactorStatus.REJECTED) {
-        const hasOverride =
-          decision.totalPayment != null ||
-          (decision.price != null && decision.salary != null);
-        if (!hasOverride) {
+      if (
+        decision.status === FactorStatus.APPROVED ||
+        decision.status === FactorStatus.REJECTED
+      ) {
+        if (!this.expertFactorValidationDecisionHasLinePricing(decision)) {
          throw new BadRequestException(
-            `Part ${decision.partId}: rejected factors require expert totalPayment (or both price and salary).`,
+            `Part ${decision.partId}: ${decision.status === FactorStatus.APPROVED ? "approved" : "rejected"} factor lines require expert totalPayment (or both price and salary).`,
          );
        }
      }
@@ -2123,17 +2203,21 @@ export class ExpertClaimService {
      };
    }

-    const PRICE_CAP = 30_000_000;
+    const PRICE_CAP = CLAIM_V2_TOTAL_PAYMENT_CAP;
    let totalPrice = 0;
    for (const part of updatedReply.parts || []) {
-      const parsed = this.parsePersianNumber(String(part.totalPayment ?? "0"));
-      if (!isNaN(parsed)) {
-        totalPrice += parsed;
+      const line = this.claimReplyPartLineTotalForCap(part);
+      if (isNaN(line)) {
+        throw new BadRequestException({
+          message: `Part ${String((part as { partId?: string }).partId ?? "")}: invalid amount for price total — use totalPayment or price and salary.`,
+          error: "PRICE_CAP_ERROR",
+        });
      }
+      totalPrice += line;
    }
    if (totalPrice > PRICE_CAP) {
      throw new BadRequestException({
-        message: `Total price (${totalPrice.toLocaleString()}) exceeds the cap of ${PRICE_CAP.toLocaleString()}`,
+        message: `You have reached the maximum acceptable total price. The sum of priced parts and factor lines (${totalPrice.toLocaleString()}) exceeds the limit (${PRICE_CAP.toLocaleString()}).`,
        error: "PRICE_CAP_ERROR",
        totalPrice,
        priceCap: PRICE_CAP,
@@ -2147,90 +2231,40 @@ export class ExpertClaimService {
    };

    if (anyRejected) {
-      await this.claimCaseDbService.findByIdAndUpdate(claimRequestId, {
-        $set: {
-          status: ClaimCaseStatus.INSURER_REVIEW_AWAITING_OWNER_SIGN,
-          claimStatus: ClaimStatus.APPROVED,
-          "workflow.currentStep": ClaimWorkflowStep.INSURER_REVIEW,
-          "workflow.nextStep": ClaimWorkflowStep.CLAIM_COMPLETED,
-        },
-        $push: {
-          history: {
-            type: "FACTORS_VALIDATED_REJECTED_EXPERT_REPRICED",
-            actor: historyActor,
-            timestamp: new Date(),
-            metadata: { replyField },
-          },
-        },
-      });
-
-      const ownerPhoneRejected = await this.resolveClaimOwnerPhone(claim);
-      if (ownerPhoneRejected) {
-        const expertLastName =
-          actor?.fullName?.trim()?.split(/\s+/).pop() || "کارشناس";
-        await this.smsOrchestrationService.sendSignatureReviewNotice({
-          receptor: ownerPhoneRejected,
-          fileKind: "claim",
-          publicId: claim.publicId,
-          expertLastName,
-          link: this.smsOrchestrationService.buildClaimLink(String(claim._id)),
-        });
-      }
-
+      await this.completeClaimCaseAfterFactorValidationV2(
+        claimRequestId,
+        claim,
+        actor,
+        "FACTORS_REJECTED_REPRICED_AUTO_COMPLETED",
+        historyActor,
+        { replyField },
+      );
      return {
        message:
-          "Factors reviewed with repricing. Owner must accept or reject via owner-insurer-approval/sign.",
+          "Factors were reviewed with expert repricing on rejected lines. The claim is completed without an owner signature (temporary policy; may require owner acceptance later).",
        claimRequestId,
        claimStatus: ClaimStatus.APPROVED,
-        caseStatus: ClaimCaseStatus.INSURER_REVIEW_AWAITING_OWNER_SIGN,
-        outcome: "REJECTED_REPRICED_OWNER_SIGN",
+        caseStatus: ClaimCaseStatus.COMPLETED,
+        outcome: "REJECTED_REPRICED_AUTO_COMPLETED",
      };
    }

-    await this.claimCaseDbService.findByIdAndUpdate(claimRequestId, {
-      $set: {
-        claimStatus: ClaimStatus.APPROVED,
-        "workflow.currentStep": ClaimWorkflowStep.INSURER_REVIEW,
-        "workflow.nextStep": ClaimWorkflowStep.CLAIM_COMPLETED,
-      },
-      $push: {
-        history: {
-          type: "FACTORS_VALIDATED_ALL_APPROVED",
-          actor: historyActor,
-          timestamp: new Date(),
-          metadata: { replyField },
-        },
-      },
-    });
-
-    await this.recordClaimExpertActivity({
-      expertId: String(actor.sub),
-      tenantId: this.claimActivityTenantId(claim, actor),
-      claimId: String(claimRequestId),
-      eventType: ExpertFileActivityType.UNCHECKED,
-      idempotencyKey: `claim:${claimRequestId}:unchecked:resend:${actor.sub}`,
-    });
-
-    const ownerPhoneFactors = await this.resolveClaimOwnerPhone(claim);
-    if (ownerPhoneFactors) {
-      const expertLastName =
-        actor?.fullName?.trim()?.split(/\s+/).pop() || "کارشناس";
-      await this.smsOrchestrationService.sendSignatureReviewNotice({
-        receptor: ownerPhoneFactors,
-        fileKind: "claim",
-        publicId: claim.publicId,
-        expertLastName,
-        link: this.smsOrchestrationService.buildClaimLink(String(claim._id)),
-      });
-    }
+    await this.completeClaimCaseAfterFactorValidationV2(
+      claimRequestId,
+      claim,
+      actor,
+      "FACTORS_VALIDATED_ALL_APPROVED_AUTO_COMPLETED",
+      historyActor,
+      { replyField },
+    );

    return {
      message:
-        "All factors approved. The claim proceeds to insurer review (same as non-factor expert reply).",
+        "All factors were approved by the expert. The claim is completed without an additional owner signature.",
      claimRequestId,
      claimStatus: ClaimStatus.APPROVED,
-      caseStatus: ClaimCaseStatus.INSURER_REVIEW_AWAITING_OWNER_SIGN,
-      outcome: "ALL_APPROVED_INSURER_REVIEW",
+      caseStatus: ClaimCaseStatus.COMPLETED,
+      outcome: "ALL_APPROVED_AUTO_COMPLETED",
    };
  }

@@ -2578,7 +2612,7 @@ export class ExpertClaimService {
   * - Claim must exist
   * - Must be locked by this expert (workflow.lockedBy.actorId === actor.sub)
   * - Must be in EXPERT_REVIEWING status
-   * - Total payment across all parts must not exceed 30,000,000
+   * - Total payment across all parts must not exceed 53,000,000 (same cap as factor validation totals)
   * - Each part must include `daghi` (option + conditional price/branchId) like V1
   *
   * On success:
@@ -2619,7 +2653,7 @@ export class ExpertClaimService {
    }

    // Price cap validation
-    const PRICE_CAP = 53_000_000;
+    const PRICE_CAP = CLAIM_V2_TOTAL_PAYMENT_CAP;
    let totalPrice = 0;
    for (const part of reply.parts || []) {
      const parsed = this.parsePersianNumber(String(part.totalPayment ?? '0'));
@@ -2627,7 +2661,7 @@ export class ExpertClaimService {
    }
    if (totalPrice > PRICE_CAP) {
      throw new BadRequestException({
-        message: `Total price (${totalPrice.toLocaleString()}) exceeds the cap of ${PRICE_CAP.toLocaleString()}`,
+        message: `You have reached the maximum acceptable total price. The sum of priced parts and factor lines (${totalPrice.toLocaleString()}) exceeds the limit (${PRICE_CAP.toLocaleString()}).`,
        error: 'PRICE_CAP_ERROR',
        totalPrice,
        priceCap: PRICE_CAP,
--- a/src/expert-claim/expert-claim.v2.controller.ts
+++ b/src/expert-claim/expert-claim.v2.controller.ts
@@ -116,7 +116,7 @@ export class ExpertClaimV2Controller {
  @ApiOperation({
    summary: "Submit expert damage assessment reply",
    description:
-      "**Preconditions:** claim locked by this expert (`EXPERT_REVIEWING`). **Unlocks** the claim. Each part needs `daghi` (V1 rules) and may set `factorNeeded` (repair factor file required from owner) or priced lines only. **Cap:** sum of `totalPayment` ≤ 30,000,000. Clears any prior `evaluation.ownerInsurerApproval` / `ownerPricedPartsApproval`.\n\n" +
+      "**Preconditions:** claim locked by this expert (`EXPERT_REVIEWING`). **Unlocks** the claim. Each part needs `daghi` (V1 rules) and may set `factorNeeded` (repair factor file required from owner) or priced lines only. **Cap:** sum of line `totalPayment` values ≤ 53,000,000 (same limit as factor-validation totals across priced + factor lines). Clears any prior `evaluation.ownerInsurerApproval` / `ownerPricedPartsApproval`.\n\n" +
      "**Frontend routing by `ClaimCaseStatus` (`status`):**\n" +
      "- **All parts `factorNeeded`:** `OWNER_REPAIR_FACTOR_UPLOAD_PENDING`, `claimStatus=NEEDS_REVISION`, `workflow.currentStep=OWNER_UPLOAD_FACTOR_DOCUMENTS`, `workflow.nextStep=EXPERT_COST_EVALUATION` → owner uploads all factors; then `status` becomes **`EXPERT_VALIDATING_REPAIR_FACTORS`**, `claimStatus=UNDER_REVIEW`, `currentStep=EXPERT_COST_EVALUATION` for expert **validate-factors**.\n" +
      "- **Mixed (some priced, some factorNeeded):** `INSURER_REVIEW_MIXED_FACTORS_PENDING`, `claimStatus=NEEDS_REVISION`, `currentStep=INSURER_REVIEW`, `nextStep=OWNER_UPLOAD_FACTOR_DOCUMENTS` → owner must call **owner-insurer-approval/sign** first (priced-line acceptance); `currentStep` then moves to `OWNER_UPLOAD_FACTOR_DOCUMENTS` (same case `status` until factors are done).\n" +
@@ -176,12 +176,14 @@ export class ExpertClaimV2Controller {
  @ApiOperation({
    summary: "Validate uploaded repair factors (V2 ClaimCase)",
    description:
+      "**Response:** `claimStatus` = `ClaimStatus` (e.g. APPROVED). `caseStatus` = `ClaimCaseStatus` (e.g. COMPLETED vs insurer-review) — they are not interchangeable.\n\n" +
      "**Preconditions:** `status=EXPERT_VALIDATING_REPAIR_FACTORS` (or legacy `WAITING_FOR_INSURER_APPROVAL`), `claimStatus=UNDER_REVIEW`, `workflow.currentStep=EXPERT_COST_EVALUATION`, every `factorNeeded` line has `factorLink`.\n\n" +
-      "**Decisions:** each factor line gets `APPROVED` or `REJECTED`; rejected lines require expert `totalPayment` (or both `price` and `salary`).\n\n" +
+      "**Decisions:** each factor line gets `APPROVED` or `REJECTED`. **Every** decided line must include expert-entered `totalPayment` **or** both `price` and `salary` (factor photos are not read for amounts).\n\n" +
+      "**Cap (when every factor line is decided):** sum of **all** reply lines (priced parts + factor lines) must be ≤ **53,000,000**; otherwise `PRICE_CAP_ERROR` with message that the maximum acceptable total was exceeded.\n\n" +
      "**Outcomes:**\n" +
-      "- **All approved:** `status=INSURER_REVIEW_AWAITING_OWNER_SIGN`, `claimStatus=APPROVED`, `currentStep=INSURER_REVIEW` → owner must **sign or reject** via `owner-insurer-approval/sign`; agree completes the case.\n" +
-      "- **Any rejected (repriced):** same as above (`INSURER_REVIEW_AWAITING_OWNER_SIGN` + `INSURER_REVIEW`) → owner must **accept or reject** the repriced totals.\n" +
-      "- **Partial batch:** service may return pending until every factor line has a non-pending decision.",
+      "- **All approved:** `caseStatus=COMPLETED`, `claimStatus=APPROVED`, workflow `CLAIM_COMPLETED` — no owner signature.\n" +
+      "- **Any rejected (repriced):** same auto-complete for now (owner acceptance may be added later).\n" +
+      "- **Partial batch:** returns pending until every factor line has a non-pending decision (no cap error until the batch is complete).",
  })
  @ApiParam({ name: "claimRequestId" })
  @ApiBody({ type: FactorValidationV2Dto })