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Offer Collect Documents where the workflow allows it

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The activity was added to the workflow on both Contacted and Proposal
Accepted, but not to the console's action map — so the platform allowed
it, the console never offered it, and nothing errored anywhere. There was
simply no way to upload a document.

Notes the hazard on the map itself: it is hand-maintained against
tbl_wf_state_allowed_activities, and anything missing from it is
invisible rather than broken.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
This commit is contained in:
Yashas 2026-08-25 13:26:48 +05:30
parent 1fb8d0dc98
commit b90c94686e
1 changed files with 9 additions and 2 deletions
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11
src/api/config.js
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@ -54,16 +54,23 @@ export const DV_LEAD = 'zk-dv-lead'
* `by` is presentational ONLY. Nothing here enforces anything: the workflow
* refuses server-side and the console reports what it said. Showing an action
* the signed-in user cannot perform is deliberate — the refusal is the demo.
*
* This map is hand-maintained against workflow.tbl_wf_state_allowed_activities.
* An activity added to the workflow but not added here is simply invisible:
* the platform allows it, the console never offers it, and nothing errors.
* Collect Documents shipped in that state for one round.
*/
export const ACTIONS = {
'zk-state-new': [{ uid: 'zk-act-qualify', label: 'Qualify Lead', by: 'Intake AI' }],
'zk-state-qualified': [{ uid: 'zk-act-contact', label: 'Log Contact', by: 'Engage AI' }],
'zk-state-contacted': [{ uid: 'zk-act-capture-sme', label: 'Capture SME Risk', by: 'Engage AI' },
'zk-state-contacted': [{ uid: 'zk-act-collect-docs', label: 'Collect Documents', by: 'Anyone — self-loop' },
{ uid: 'zk-act-capture-sme', label: 'Capture SME Risk', by: 'Engage AI' },
{ uid: 'zk-act-capture-motor', label: 'Capture Motor Risk', by: 'Engage AI' }],
'zk-state-risk': [{ uid: 'zk-act-advise', label: 'AI Cover Recommendation', by: 'Advisor AI' },
{ uid: 'zk-act-quote', label: 'Generate Quote', by: 'Rating engine' }],
'zk-state-quoted': [{ uid: 'zk-act-accept', label: 'Accept Proposal', by: 'Customer' }],
'zk-state-accepted': [{ uid: 'zk-act-kyc', label: 'Verify KYC', by: 'KYC AI' }],
'zk-state-accepted': [{ uid: 'zk-act-collect-docs', label: 'Collect Documents', by: 'Anyone — self-loop' },
{ uid: 'zk-act-kyc', label: 'Verify KYC', by: 'KYC AI' }],
'zk-state-kyc': [{ uid: 'zk-act-uw-screen', label: 'Underwriting Screen', by: 'Rules' }],
'zk-state-referred': [{ uid: 'zk-act-uw-prepare', label: 'Prepare Referral', by: 'Referral AI' },
{ uid: 'zk-act-uw-clear', label: 'Clear Referral', by: 'Underwriter' },