YARA-1117 and fixed completed status after in person visit has been called

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

@@ -161,6 +161,7 @@ import {
   getClaimCaptureProgress,
   isCapturePhaseDamagedPartyDocKey,
   isClaimCaptureStepComplete,
+  OPTIONAL_CAPTURE_PHASE_DOC_KEYS_V4V5,
 } from "src/helpers/claim-capture-phase";
 import { HttpService } from "@nestjs/axios";
 import { firstValueFrom } from "rxjs";
@@ -8138,7 +8139,7 @@ export class ClaimRequestManagementService {
     file: Express.Multer.File,
     currentUserId: string,
     actor?: { sub: string; role?: string },
-    options?: { v3InPersonFlow?: boolean },
+    options?: { v3InPersonFlow?: boolean; skipMetalPlate?: boolean },
   ): Promise<UploadRequiredDocumentV2ResponseDto> {
     try {
       const claimCase = await this.claimCaseDbService.findById(claimRequestId);
@@ -8315,12 +8316,16 @@ export class ClaimRequestManagementService {
             k === body.documentKey ||
             this.isRequiredDocumentUploadedOnClaim(claimCase, k);
           remaining = CAPTURE_PHASE_DAMAGED_PARTY_DOC_KEYS.filter(
-            (k) => !afterThis(k),
+            (k) => {
+              if (options?.skipMetalPlate && OPTIONAL_CAPTURE_PHASE_DOC_KEYS_V4V5.includes(k as any)) return false;
+              return !afterThis(k);
+            },
           ).length;
 
           if (remaining === 0) {
             const progressAfterDoc = getClaimCaptureProgress(claimCase, {
               assumeCapturePhaseDocKey: body.documentKey,
+              skipMetalPlate: options?.skipMetalPlate,
             });
 
             if (
@@ -10196,9 +10201,10 @@ export class ClaimRequestManagementService {
 
   private shapeCaptureRequirementsForV3(
     claimCase: any,
-    _blame: any,
+    blame: any,
     base: GetCaptureRequirementsV2ResponseDto,
   ): GetCaptureRequirementsV2ResponseDto {
+    const skipMetalPlate = !!(blame as any)?.isMadeByFileMaker;
     const step = claimCase.workflow?.currentStep;
     const capturePartDone = this.claimV3StepCompleted(
       claimCase,
@@ -10258,7 +10264,9 @@ export class ClaimRequestManagementService {
 
     if (step === ClaimWorkflowStep.CAPTURE_PART_DAMAGES) {
       const capturePhaseDocs = base.requiredDocuments.filter(
-        (d) => d.preferUploadDuringCapture,
+        (d) =>
+          d.preferUploadDuringCapture &&
+          !(skipMetalPlate && OPTIONAL_CAPTURE_PHASE_DOC_KEYS_V4V5.includes(d.key as any)),
       );
       return {
         ...base,
@@ -10298,6 +10306,7 @@ export class ClaimRequestManagementService {
       );
     }
     const blame = await this.assertV3InPersonClaim(claimCase);
+    const skipMetalPlate = !!(blame as any).isMadeByFileMaker;
 
     const isCaptureDoc = isCapturePhaseDamagedPartyDocKey(body.documentKey);
 
@@ -10306,7 +10315,7 @@ export class ClaimRequestManagementService {
       this.assertV3ClaimWorkflowStep(
         claimCase,
         ClaimWorkflowStep.CAPTURE_PART_DAMAGES,
-        "Upload chassis, engine, and metal plate photos during capture after damaged-part photos and car angles.",
+        "Upload chassis and engine photos during capture after damaged-part photos and car angles.",
       );
       if (
         !this.claimV3StepCompleted(
@@ -10318,15 +10327,15 @@ export class ClaimRequestManagementService {
           "Complete outer and other part selection before capture-phase vehicle documents.",
         );
       }
-      const captureProgress = getClaimCaptureProgress(claimCase);
+      const captureProgress = getClaimCaptureProgress(claimCase, { skipMetalPlate });
       if (!captureProgress.partsComplete) {
         throw new BadRequestException(
-          "Upload photos for all selected damaged parts before chassis, engine, or metal plate photos.",
+          "Upload photos for all selected damaged parts before chassis or engine photos.",
         );
       }
       if (!captureProgress.anglesComplete) {
         throw new BadRequestException(
-          "Capture all four car angles before chassis, engine, or metal plate photos.",
+          "Capture all four car angles before chassis or engine photos.",
         );
       }
     } else {
@@ -10346,7 +10355,7 @@ export class ClaimRequestManagementService {
       file,
       currentUserId,
       actor,
-      { v3InPersonFlow: true },
+      { v3InPersonFlow: true, skipMetalPlate },
     );
   }
 
@@ -10524,7 +10533,8 @@ export class ClaimRequestManagementService {
         `Claim case with ID ${claimRequestId} not found`,
       );
     }
-    await this.assertV3InPersonClaim(claimCase);
+    const blame = await this.assertV3InPersonClaim(claimCase);
+    const skipMetalPlate = !!(blame as any).isMadeByFileMaker;
 
     if (!fileDetail) {
       throw new BadRequestException("Video file is required.");
@@ -10544,7 +10554,7 @@ export class ClaimRequestManagementService {
       );
     }
 
-    const captureProgress = getClaimCaptureProgress(claimCase);
+    const captureProgress = getClaimCaptureProgress(claimCase, { skipMetalPlate });
     if (!captureProgress.partsComplete) {
       throw new BadRequestException(
         "Upload photos for all selected damaged parts before the walk-around video.",
@@ -10555,9 +10565,11 @@ export class ClaimRequestManagementService {
         "Capture all four car angles before the walk-around video.",
       );
     }
-    if (!isClaimCaptureStepComplete(claimCase)) {
+    if (!isClaimCaptureStepComplete(claimCase, { skipMetalPlate })) {
       throw new BadRequestException(
-        "Upload capture-phase vehicle documents (chassis, engine, metal plate) before the walk-around video.",
+        skipMetalPlate
+          ? "Upload capture-phase vehicle documents (chassis and engine) before the walk-around video."
+          : "Upload capture-phase vehicle documents (chassis, engine, metal plate) before the walk-around video.",
       );
     }
 

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

@@ -3530,6 +3530,7 @@ export class ExpertClaimService {
 
     await this.claimCaseDbService.findByIdAndUpdate(claimRequestId, {
       claimStatus: ClaimStatus.NEEDS_REVISION,
+      status: ClaimCaseStatus.COMPLETED,
       "workflow.locked": false,
       $unset: {
         "workflow.lockedAt": "",
@@ -3567,7 +3568,7 @@ export class ExpertClaimService {
 
     return {
       claimRequestId,
-      status: ClaimWorkflowStep.CLAIM_COMPLETED,
+      status: ClaimCaseStatus.COMPLETED,
       claimStatus: ClaimStatus.NEEDS_REVISION,
       message: "In-person visit requested. User will be notified.",
     };

src/helpers/claim-capture-phase.ts

@@ -16,6 +16,12 @@ export const CAPTURE_PHASE_DAMAGED_PARTY_DOC_KEYS = [
   "damaged_metal_plate",
 ] as const;
 
+/** Metal-plate keys that are optional in the V4/V5 FileMaker flow. */
+export const OPTIONAL_CAPTURE_PHASE_DOC_KEYS_V4V5 = [
+  "damaged_metal_plate",
+  "guilty_metal_plate",
+] as const;
+
 export type CapturePhaseSequence =
   | "parts"
   | "angles"
@@ -52,7 +58,7 @@ function isRequiredDocumentUploadedOnClaim(
 
 export function getClaimCaptureProgress(
   claimCase: any,
-  options?: { assumeCapturePhaseDocKey?: string },
+  options?: { assumeCapturePhaseDocKey?: string; skipMetalPlate?: boolean },
 ): ClaimCaptureProgress {
   const carType = claimCase?.vehicle?.carType as ClaimVehicleTypeV2 | undefined;
   const selectedNorm = normalizeDamageSelectedParts(
@@ -83,6 +89,7 @@ export function getClaimCaptureProgress(
 
   const capturePhaseDocsRemaining = CAPTURE_PHASE_DAMAGED_PARTY_DOC_KEYS.filter(
     (k) => {
+      if (options?.skipMetalPlate && OPTIONAL_CAPTURE_PHASE_DOC_KEYS_V4V5.includes(k as any)) return false;
       if (k === options?.assumeCapturePhaseDocKey) return false;
       return !isRequiredDocumentUploadedOnClaim(claimCase, k);
     },
@@ -111,8 +118,11 @@ export function getClaimCaptureProgress(
   };
 }
 
-export function isClaimCaptureStepComplete(claimCase: any): boolean {
-  const p = getClaimCaptureProgress(claimCase);
+export function isClaimCaptureStepComplete(
+  claimCase: any,
+  options?: { skipMetalPlate?: boolean },
+): boolean {
+  const p = getClaimCaptureProgress(claimCase, options);
   return (
     p.partsComplete && p.anglesComplete && p.capturePhaseDocsComplete
   );

src/request-management/file-reviewer-blame-v4.controller.ts

@@ -364,7 +364,6 @@ export class FileReviewerBlameV4Controller {
   @ApiBody({
     schema: {
       type: "object",
-      required: ["file"],
       properties: { file: { type: "string", format: "binary" } },
     },
   })
@@ -385,17 +384,19 @@ export class FileReviewerBlameV4Controller {
   @Post("upload-video/:requestId")
   @ApiParam({ name: "requestId" })
   @ApiOperation({
-    summary: "Blame accident video (FileReviewer final step)",
+    summary: "Blame accident video (FileReviewer final step — optional)",
     description:
       "Last step of the V4 flow. Requires claim walk-around video and completed capture. " +
-      "Sets blame status to WAITING_FOR_EXPERT.",
+      "File is optional — omit it to complete the blame without attaching a video.",
   })
   async uploadBlameVideo(
     @Param("requestId") requestId: string,
     @CurrentUser() fileReviewer: any,
     @UploadedFile() file: Express.Multer.File,
   ) {
-    await this.mediaPolicyService.assertForBlame(file, requestId, "video");
+    if (file) {
+      await this.mediaPolicyService.assertForBlame(file, requestId, "video");
+    }
     return this.requestManagementService.expertUploadBlameVideoV3(
       fileReviewer,
       requestId,

src/request-management/file-reviewer-blame-v5.controller.ts

@@ -365,7 +365,6 @@ export class FileReviewerBlameV5Controller {
   @ApiBody({
     schema: {
       type: "object",
-      required: ["file"],
       properties: { file: { type: "string", format: "binary" } },
     },
   })
@@ -386,17 +385,19 @@ export class FileReviewerBlameV5Controller {
   @Post("upload-video/:requestId")
   @ApiParam({ name: "requestId" })
   @ApiOperation({
-    summary: "Blame accident video (FileReviewer final step — V5)",
+    summary: "Blame accident video (FileReviewer final step — V5, optional)",
     description:
       "Last step of the V5 FileReviewer flow. Requires claim walk-around video and completed capture. " +
-      "Sets blame status to WAITING_FOR_FINANCIAL_EXPERT (pending FinancialExpert approval).",
+      "File is optional — omit it to complete the blame without attaching a video.",
   })
   async uploadBlameVideo(
     @Param("requestId") requestId: string,
     @CurrentUser() fileReviewer: any,
     @UploadedFile() file: Express.Multer.File,
   ) {
-    await this.mediaPolicyService.assertForBlame(file, requestId, "video");
+    if (file) {
+      await this.mediaPolicyService.assertForBlame(file, requestId, "video");
+    }
     return this.requestManagementService.expertUploadBlameVideoV5(
       fileReviewer,
       requestId,

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

@@ -8695,13 +8695,16 @@ export class RequestManagementService {
     partyRole: PartyRole,
     actor: any,
   ): void {
+    // V4/V5 FileMaker files skip the location step — it is auto-completed here.
+    const skipLocation = !!(req as any).isMadeByFileMaker;
+
     if (partyRole === PartyRole.FIRST) {
-      this.pushWorkflowSteps(req, [
-        WorkflowStep.CREATED,
-        WorkflowStep.FIRST_INITIAL_FORM,
-      ]);
-      req.workflow.currentStep = WorkflowStep.FIRST_LOCATION;
-      req.workflow.nextStep = WorkflowStep.FIRST_VOICE;
+      const completedSteps = skipLocation
+        ? [WorkflowStep.CREATED, WorkflowStep.FIRST_INITIAL_FORM, WorkflowStep.FIRST_LOCATION]
+        : [WorkflowStep.CREATED, WorkflowStep.FIRST_INITIAL_FORM];
+      this.pushWorkflowSteps(req, completedSteps);
+      req.workflow.currentStep = skipLocation ? WorkflowStep.FIRST_VOICE : WorkflowStep.FIRST_LOCATION;
+      req.workflow.nextStep = skipLocation ? WorkflowStep.FIRST_DESCRIPTION : WorkflowStep.FIRST_VOICE;
 
       const firstIdx = this.getPartyIndex(req, PartyRole.FIRST);
       const guiltyUserId = req.parties?.[firstIdx]?.person?.userId;
@@ -8716,9 +8719,12 @@ export class RequestManagementService {
         (req as any).markModified("expert");
       }
     } else {
-      this.pushWorkflowSteps(req, [WorkflowStep.SECOND_INITIAL_FORM]);
-      req.workflow.currentStep = WorkflowStep.SECOND_LOCATION;
-      req.workflow.nextStep = WorkflowStep.SECOND_VOICE;
+      const completedSteps = skipLocation
+        ? [WorkflowStep.SECOND_INITIAL_FORM, WorkflowStep.SECOND_LOCATION]
+        : [WorkflowStep.SECOND_INITIAL_FORM];
+      this.pushWorkflowSteps(req, completedSteps);
+      req.workflow.currentStep = skipLocation ? WorkflowStep.SECOND_VOICE : WorkflowStep.SECOND_LOCATION;
+      req.workflow.nextStep = skipLocation ? WorkflowStep.SECOND_DESCRIPTION : WorkflowStep.SECOND_VOICE;
     }
   }
 
@@ -9319,21 +9325,31 @@ export class RequestManagementService {
   async expertUploadBlameVideoV3(
     expert: any,
     requestId: string,
-    file: Express.Multer.File,
+    file: Express.Multer.File | undefined,
   ): Promise<{
     requestId: string;
     publicId: string;
-    videoId: string;
+    videoId: string | undefined;
     status: string;
     message: string;
   }> {
-    if (!file) throw new BadRequestException("Video file is required");
-
     const req = await this.blameRequestDbService.findById(requestId);
     if (!req) throw new NotFoundException("Request not found");
     this.assertBlameV3ExpertInPerson(req);
     await this.verifyExpertAccessForBlameV2(req, expert);
 
+    // Idempotent: if blame is already completed (car-capture auto-completed it
+    // for V4/V5, or a previous call already ran), return success immediately.
+    if ((req as any).status === CaseStatus.COMPLETED) {
+      return {
+        requestId: String(req._id),
+        publicId: req.publicId,
+        videoId: undefined,
+        status: (req as any).status,
+        message: "File already completed.",
+      };
+    }
+
     if (!(req.expert?.decision as any)?.fields?.accidentWay) {
       throw new BadRequestException(
         "Submit accident fields before uploading the blame accident video.",
@@ -9375,19 +9391,23 @@ export class RequestManagementService {
     const firstIdx = this.getPartyIndex(req, PartyRole.FIRST);
     if (firstIdx === -1) throw new BadRequestException("First party not found");
     const firstParty = req.parties[firstIdx];
-    if (firstParty?.evidence?.videoId) {
-      throw new ConflictException("Blame accident video already uploaded");
+
+    // Store video if provided; skip silently for V4/V5 where it is optional.
+    let videoId: string | undefined;
+    if (file) {
+      if (firstParty?.evidence?.videoId) {
+        throw new ConflictException("Blame accident video already uploaded");
+      }
+      const videoDocument = await this.blameVideoDbService.create({
+        fileName: file.filename,
+        path: file.path,
+        requestId: new Types.ObjectId(requestId),
+      } as any);
+      if (!firstParty.evidence) firstParty.evidence = {} as any;
+      firstParty.evidence.videoId = String((videoDocument as any)._id);
+      videoId = firstParty.evidence.videoId;
     }
 
-    const videoDocument = await this.blameVideoDbService.create({
-      fileName: file.filename,
-      path: file.path,
-      requestId: new Types.ObjectId(requestId),
-    } as any);
-
-    if (!firstParty.evidence) firstParty.evidence = {} as any;
-    firstParty.evidence.videoId = String((videoDocument as any)._id);
-
     this.pushWorkflowSteps(req, [
       WorkflowStep.FIRST_VIDEO,
       WorkflowStep.WAITING_FOR_GUILT_DECISION,
@@ -9404,7 +9424,7 @@ export class RequestManagementService {
         actorName: `${expert.firstName || ""} ${expert.lastName || ""}`.trim(),
         actorType: "field_expert",
       },
-      metadata: { videoId: firstParty.evidence.videoId },
+      metadata: { videoId: videoId ?? null },
     } as any);
 
     if (typeof (req as any).markModified === "function") {
@@ -9443,10 +9463,11 @@ export class RequestManagementService {
     return {
       requestId: String(req._id),
       publicId: req.publicId,
-      videoId: firstParty.evidence.videoId,
+      videoId,
       status: req.status,
-      message:
-        "Blame accident video uploaded. File is now waiting for expert review.",
+      message: file
+        ? "Blame accident video uploaded. File is now waiting for expert review."
+        : "File completed. Claim is now ready for damage expert review.",
     };
   }
 
@@ -9558,6 +9579,17 @@ export class RequestManagementService {
     const req = await this.blameRequestDbService.findById(requestId);
     if (!req) throw new NotFoundException("Request not found");
     await this.verifyExpertAccessForBlameV2(req, actor);
+
+    // V4/V5: location step is skipped — store whatever is sent but do not
+    // validate against workflow phase (the step was auto-completed at inquiry time).
+    if ((req as any).isMadeByFileMaker) {
+      const role = this.resolvePartyRoleV3(req, partyRole);
+      const idx = this.getPartyIndex(req, role);
+      if (idx !== -1 && body) req.parties[idx].location = body as any;
+      await (req as any).save();
+      return { requestId: req._id, publicId: req.publicId, partyRole: role };
+    }
+
     const role = this.resolvePartyRoleV3(req, partyRole);
     this.assertBlameV3PartyDetailPhase(req, role);
 
@@ -9677,21 +9709,31 @@ export class RequestManagementService {
   async expertUploadBlameVideoV5(
     expert: any,
     requestId: string,
-    file: Express.Multer.File,
+    file: Express.Multer.File | undefined,
   ): Promise<{
     requestId: string;
     publicId: string;
-    videoId: string;
+    videoId: string | undefined;
     status: string;
     message: string;
   }> {
-    if (!file) throw new BadRequestException("Video file is required");
-
     const req = await this.blameRequestDbService.findById(requestId);
     if (!req) throw new NotFoundException("Request not found");
     this.assertBlameV3ExpertInPerson(req);
     await this.verifyExpertAccessForBlameV2(req, expert);
 
+    // Idempotent: blame already completed (car-capture auto-completed it for
+    // V4/V5, or a previous call already ran).
+    if ((req as any).status === CaseStatus.COMPLETED) {
+      return {
+        requestId: String(req._id),
+        publicId: req.publicId,
+        videoId: undefined,
+        status: (req as any).status,
+        message: "File already completed.",
+      };
+    }
+
     if (!(req.expert?.decision as any)?.fields?.accidentWay) {
       throw new BadRequestException(
         "Submit accident fields before uploading the blame accident video.",
@@ -9733,19 +9775,23 @@ export class RequestManagementService {
     const firstIdx = this.getPartyIndex(req, PartyRole.FIRST);
     if (firstIdx === -1) throw new BadRequestException("First party not found");
     const firstParty = req.parties[firstIdx];
-    if (firstParty?.evidence?.videoId) {
-      throw new ConflictException("Blame accident video already uploaded");
+
+    // Store video if provided; skip silently for V4/V5 where it is optional.
+    let videoId: string | undefined;
+    if (file) {
+      if (firstParty?.evidence?.videoId) {
+        throw new ConflictException("Blame accident video already uploaded");
+      }
+      const videoDocument = await this.blameVideoDbService.create({
+        fileName: file.filename,
+        path: file.path,
+        requestId: new Types.ObjectId(requestId),
+      } as any);
+      if (!firstParty.evidence) firstParty.evidence = {} as any;
+      firstParty.evidence.videoId = String((videoDocument as any)._id);
+      videoId = firstParty.evidence.videoId;
     }
 
-    const videoDocument = await this.blameVideoDbService.create({
-      fileName: file.filename,
-      path: file.path,
-      requestId: new Types.ObjectId(requestId),
-    } as any);
-
-    if (!firstParty.evidence) firstParty.evidence = {} as any;
-    firstParty.evidence.videoId = String((videoDocument as any)._id);
-
     this.pushWorkflowSteps(req, [
       WorkflowStep.FIRST_VIDEO,
       WorkflowStep.WAITING_FOR_GUILT_DECISION,
@@ -9762,7 +9808,7 @@ export class RequestManagementService {
         actorName: `${expert.firstName || ""} ${expert.lastName || ""}`.trim(),
         actorType: "file_reviewer",
       },
-      metadata: { videoId: firstParty.evidence.videoId },
+      metadata: { videoId: videoId ?? null },
     } as any);
 
     if (typeof (req as any).markModified === "function") {
@@ -9808,11 +9854,11 @@ export class RequestManagementService {
     return {
       requestId: String(req._id),
       publicId: req.publicId,
-      videoId: firstParty.evidence.videoId,
+      videoId,
       status: req.status,
-      message:
-        "Blame accident video uploaded. File is now in expert review queue. " +
-        "After the full claim flow completes and the owner signs, the FileMaker must approve before fanavaran submission.",
+      message: file
+        ? "Blame accident video uploaded. File is now in expert review queue. After the full claim flow completes and the owner signs, the FileMaker must approve before fanavaran submission."
+        : "File completed. Claim is now ready for damage expert review.",
     };
   }