@voplus/morpho-csp 10.0.15 → 10.0.16

package/es/data/filing-record/interfaces.d.ts

@@ -18,4 +18,6 @@ export interface IFilingRecord extends ILoadable, INode {
         id: string;
         name: string;
     };
+    /** Id of the filing record's reminder action plan, when one has been attached. */
+    actionPlanId?: string;
 }

package/es/data/filing-type/FilingTypeStore.d.ts

@@ -1,16 +1,25 @@
 import { ApiEndPoint } from "@voplus/api";
-import { CountedMap, Store } from "@voplus/morpho-data";
+import { CountedMap, Store, StoreActionOptions } from "@voplus/morpho-data";
+import { ActionPlanStore } from "@voplus/morpho-document/es/data/action-plan";
 import { CreateFilingTypeOptions, DeleteFilingTypeOptions, EditFilingTypeOptions, LoadFilingTypeOptions } from "./types";
 import { IFilingType } from "./interfaces";
 import { LoadDocumentListOptions } from "@voplus/morpho-document-core";
 /** Quotation store supply backend functions. */
 export declare class FilingTypeStore extends Store {
     readonly endpoint: ApiEndPoint;
+    private readonly actionPlanStore;
     /** Name of the store */
     readonly name: string;
     private readonly _filingTypeDeleted;
     private readonly _filingTypeCreated;
-    constructor(endpoint: ApiEndPoint);
+    constructor(endpoint: ApiEndPoint, actionPlanStore: ActionPlanStore);
+    /**
+     * Splits an inline {@link IActionPlan} out of a FilingType response (server emits it on
+     * Create-action-plan and Edit-with-ActionChanges via the IncludeOption("actionPlan") flag)
+     * and overwrites the ActionPlanStore cache so observers using `useActionPlan(planId)`
+     * re-render with the fresh data in the same round-trip.
+     */
+    private applyResponse;
     /** All currently used corporate. */
     readonly items: CountedMap<string, IFilingType>;
     /** Event fires when a delete filingType has been deleted. */
@@ -28,6 +37,22 @@ export declare class FilingTypeStore extends Store {
      */
     loadList(options?: LoadDocumentListOptions): Promise<IFilingType[]>;
     load(id: string, options: LoadFilingTypeOptions): Promise<IFilingType>;
+    /**
+     * Creates the filing type's single reminder action plan. The server returns the updated
+     * filing type view (now carrying actionPlanId) plus the freshly-created action plan inline
+     * (server-side IncludeOption("actionPlan")), so we update both caches in one round-trip.
+     */
+    createActionPlan(id: string, options?: StoreActionOptions): Promise<string | undefined>;
+    /**
+     * Deletes the filing type's reminder action plan template (spec:2405). The filing type itself
+     * stays. The server throws if any other plan still references this template (e.g., a derived
+     * plan on an existing filing of this type) — that throw surfaces here as an ApiError so the
+     * caller can show an error toast.
+     *
+     * On success the FilingType cache entry's actionPlanId is explicitly cleared to undefined,
+     * because CountedMap.overwrite merges and won't reset a field that's missing from the response.
+     */
+    deleteActionPlan(id: string, options?: StoreActionOptions): Promise<void>;
 }
 /** 响应钩子检索 IdentityStore */
 export declare const useFilingTypeStore: () => FilingTypeStore;

package/es/data/filing-type/FilingTypeStore.js

@@ -1,11 +1,12 @@
 import { RequestBuilder } from "@voplus/api";
 import { CountedMap, Store, useApplicationContext } from "@voplus/morpho-data";
-import { observable } from "mobx";
+import { useActionPlanStore, } from "@voplus/morpho-document/es/data/action-plan";
+import { observable, runInAction } from "mobx";
 import { EventDispatcher } from "strongly-typed-events";
 const StoreName = "FilingTypeStore";
 /** Quotation store supply backend functions. */
 export class FilingTypeStore extends Store {
-    constructor(endpoint) {
+    constructor(endpoint, actionPlanStore) {
         super();
         Object.defineProperty(this, "endpoint", {
             enumerable: true,
@@ -13,6 +14,12 @@ export class FilingTypeStore extends Store {
             writable: true,
             value: endpoint
         });
+        Object.defineProperty(this, "actionPlanStore", {
+            enumerable: true,
+            configurable: true,
+            writable: true,
+            value: actionPlanStore
+        });
         /** Name of the store */
         Object.defineProperty(this, "name", {
             enumerable: true,
@@ -40,6 +47,21 @@ export class FilingTypeStore extends Store {
             value: new CountedMap((key) => ({ id: key, loaded: false }), observable.map([], { deep: true }))
         });
     }
+    /**
+     * Splits an inline {@link IActionPlan} out of a FilingType response (server emits it on
+     * Create-action-plan and Edit-with-ActionChanges via the IncludeOption("actionPlan") flag)
+     * and overwrites the ActionPlanStore cache so observers using `useActionPlan(planId)`
+     * re-render with the fresh data in the same round-trip.
+     */
+    applyResponse(t) {
+        const { actionPlan, ...filingType } = t;
+        runInAction(() => {
+            this.items.overwrite(filingType.id, filingType);
+            if (actionPlan && actionPlan.id) {
+                this.actionPlanStore.items.overwrite(actionPlan.id, actionPlan);
+            }
+        });
+    }
     /** Event fires when a delete filingType has been deleted. */
     get FilingTypeDeletedEvent() {
         return this._filingTypeDeleted.asEvent();
@@ -62,8 +84,8 @@ export class FilingTypeStore extends Store {
     async edit(id, options) {
         await this.action(async () => {
             const r = await this.endpoint.post(`/api/csp/filing-types/${id}`, new RequestBuilder().json(options.data));
-            const t = await r.json();
-            this.items.overwrite(t.id, t);
+            const t = (await r.json());
+            this.applyResponse(t);
         }, options);
     }
     /** filingType 內有文件不能delete */
@@ -103,12 +125,48 @@ export class FilingTypeStore extends Store {
         const r = await this.endpoint.get(`/api/csp/filing-types/${id}${query}`);
         return await r.json();
     }
+    /**
+     * Creates the filing type's single reminder action plan. The server returns the updated
+     * filing type view (now carrying actionPlanId) plus the freshly-created action plan inline
+     * (server-side IncludeOption("actionPlan")), so we update both caches in one round-trip.
+     */
+    async createActionPlan(id, options) {
+        return await this.action(async () => {
+            const r = await this.endpoint.post(`/api/csp/filing-types/${id}/action-plan`);
+            const updated = (await r.json());
+            this.applyResponse(updated);
+            return updated.actionPlanId;
+        }, options !== null && options !== void 0 ? options : {});
+    }
+    /**
+     * Deletes the filing type's reminder action plan template (spec:2405). The filing type itself
+     * stays. The server throws if any other plan still references this template (e.g., a derived
+     * plan on an existing filing of this type) — that throw surfaces here as an ApiError so the
+     * caller can show an error toast.
+     *
+     * On success the FilingType cache entry's actionPlanId is explicitly cleared to undefined,
+     * because CountedMap.overwrite merges and won't reset a field that's missing from the response.
+     */
+    async deleteActionPlan(id, options) {
+        return await this.action(async () => {
+            await this.endpoint.delete(`/api/csp/filing-types/${id}/action-plan`);
+            runInAction(() => {
+                if (this.items.has(id)) {
+                    const cached = this.items.peek(id);
+                    cached.actionPlanId = undefined;
+                }
+            });
+        }, options !== null && options !== void 0 ? options : {});
+    }
 }
 /** 响应钩子检索 IdentityStore */
 export const useFilingTypeStore = () => {
     const context = useApplicationContext();
+    // ActionPlanStore must be initialised first — FilingTypeStore depends on it for cross-cache
+    // updates when an edit response carries the inline action plan.
+    const actionPlanStore = useActionPlanStore();
     if (!context.getStore(StoreName)) {
-        context.addStore(new FilingTypeStore(context.api.currentEndPoint));
+        context.addStore(new FilingTypeStore(context.api.currentEndPoint, actionPlanStore));
     }
     return context.getStore(StoreName);
 };

package/es/data/filing-type/FilingTypeStore.js.map

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+{"version":3,"file":"FilingTypeStore.js","sourceRoot":"","sources":["../../../src/data/filing-type/FilingTypeStore.ts"],"names":[],"mappings":"AAAA,OAAO,EAAe,cAAc,EAAE,MAAM,aAAa,CAAC;AAC1D,OAAO,EAAE,UAAU,EAAE,KAAK,EAAsB,qBAAqB,EAAE,MAAM,qBAAqB,CAAC;AACnG,OAAO,EAGN,kBAAkB,GAClB,MAAM,6CAA6C,CAAC;AAUrD,OAAO,EAAE,UAAU,EAAE,WAAW,EAAE,MAAM,MAAM,CAAC;AAC/C,OAAO,EAAE,eAAe,EAAE,MAAM,uBAAuB,CAAC;AAExD,MAAM,SAAS,GAAG,iBAAiB,CAAC;AAEpC,gDAAgD;AAChD,MAAM,OAAO,eAAgB,SAAQ,KAAK;IAMzC,YACiB,QAAqB,EACpB,eAAgC;QAEjD,KAAK,EAAE,CAAC;QAHR;;;;mBAAgB,QAAQ;WAAa;QACrC;;;;mBAAiB,eAAe;WAAiB;QAPlD,wBAAwB;QACR;;;;mBAAe,SAAS;WAAC;QACxB;;;;mBAAqB,IAAI,eAAe,EAAgC;WAAC;QACzE;;;;mBAAqB,IAAI,eAAe,EAAgC;WAAC;QAyB1F,oCAAoC;QACpB;;;;mBAAyC,IAAI,UAAU,CACtE,CAAC,GAAW,EAAE,EAAE,CAAC,CAAC,EAAE,EAAE,EAAE,GAAG,EAAE,MAAM,EAAE,KAAK,EAAE,CAAgB,EAC5D,UAAU,CAAC,GAAG,CAAC,EAAE,EAAE,EAAE,IAAI,EAAE,IAAI,EAAE,CAGhC,CACD;WAAC;IAzBF,CAAC;IAED;;;;;OAKG;IACK,aAAa,CAAC,CAA6C;QAClE,MAAM,EAAE,UAAU,EAAE,GAAG,UAAU,EAAE,GAAG,CAAC,CAAC;QACxC,WAAW,CAAC,GAAG,EAAE;YAChB,IAAI,CAAC,KAAK,CAAC,SAAS,CAAC,UAAU,CAAC,EAAE,EAAE,UAAyB,CAAC,CAAC;YAC/D,IAAI,UAAU,IAAI,UAAU,CAAC,EAAE,EAAE,CAAC;gBACjC,IAAI,CAAC,eAAe,CAAC,KAAK,CAAC,SAAS,CAAC,UAAU,CAAC,EAAE,EAAE,UAAU,CAAC,CAAC;YACjE,CAAC;QACF,CAAC,CAAC,CAAC;IACJ,CAAC;IAWD,6DAA6D;IAC7D,IAAW,sBAAsB;QAChC,OAAO,IAAI,CAAC,kBAAkB,CAAC,OAAO,EAAE,CAAC;IAC1C,CAAC;IAED,0DAA0D;IAC1D,IAAW,sBAAsB;QAChC,OAAO,IAAI,CAAC,kBAAkB,CAAC,OAAO,EAAE,CAAC;IAC1C,CAAC;IAED,6BAA6B;IACtB,KAAK,CAAC,MAAM,CAAC,OAAgC;QACnD,oDAAoD;QACpD,OAAO,MAAM,IAAI,CAAC,MAAM,CAAC,KAAK,IAAI,EAAE;YACnC,MAAM,CAAC,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,IAAI,CACjC,8BAA8B,EAC9B,IAAI,cAAc,EAAE,CAAC,IAAI,CAAC,OAAO,CAAC,IAAI,CAAC,CACvC,CAAC;YACF,MAAM,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC,IAAI,EAAE,CAAgB,CAAC;YAC1C,IAAI,CAAC,kBAAkB,CAAC,QAAQ,CAAC,IAAI,EAAE,CAAC,CAAC,CAAC;YAC1C,OAAO,CAAC,CAAC;QACV,CAAC,EAAE,OAAO,CAAC,CAAC;IACb,CAAC;IAED,uCAAuC;IAChC,KAAK,CAAC,IAAI,CAAC,EAAU,EAAE,OAA8B;QAC3D,MAAM,IAAI,CAAC,MAAM,CAAC,KAAK,IAAI,EAAE;YAC5B,MAAM,CAAC,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,IAAI,CACjC,yBAAyB,EAAE,EAAE,EAC7B,IAAI,cAAc,EAAE,CAAC,IAAI,CAAC,OAAO,CAAC,IAAI,CAAC,CACvC,CAAC;YACF,MAAM,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC,IAAI,EAAE,CAA+C,CAAC;YACzE,IAAI,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC;QACvB,CAAC,EAAE,OAAO,CAAC,CAAC;IACb,CAAC;IAED,8BAA8B;IACvB,KAAK,CAAC,MAAM,CAAC,GAAa,EAAE,OAAiC;QACnE,OAAO,MAAM,IAAI,CAAC,MAAM,CAAC,KAAK,IAAI,EAAE;YACnC,MAAM,IAAI,CAAC,QAAQ,CAAC,MAAM,CACzB,8BAA8B,EAC9B,IAAI,cAAc,EAAE,CAAC,IAAI,CAAC,EAAE,GAAG,EAAE,GAAG,EAAE,OAAO,EAAE,OAAO,aAAP,OAAO,uBAAP,OAAO,CAAE,IAAI,EAAE,CAAC,CAC/D,CAAC;YACF,MAAM,OAAO,GAAG,EAAE,CAAC;YACnB,KAAK,MAAM,EAAE,IAAI,GAAG,EAAE,CAAC;gBACtB,MAAM,IAAI,GAAG,IAAI,CAAC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;gBACjC,IAAI,IAAI,EAAE,CAAC;oBACV,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;oBACnB,IAAI,CAAC,kBAAkB,CAAC,QAAQ,CAAC,IAAI,EAAE,IAAI,CAAC,CAAC;gBAC9C,CAAC;YACF,CAAC;YACD,OAAO,OAAO,CAAC;QAChB,CAAC,EAAE,OAAQ,CAAC,CAAC;IACd,CAAC;IAED;;OAEG;IACI,KAAK,CAAC,QAAQ,CAAC,OAAiC;QACtD,IAAI,KAAK,GAAG,EAAE,CAAC;QACf,IAAI,OAAO,aAAP,OAAO,uBAAP,OAAO,CAAE,QAAQ,EAAE,CAAC;YACvB,KAAK,GAAG,KAAK,CAAC,MAAM,CAAC,YAAY,OAAO,CAAC,QAAQ,EAAE,CAAC,CAAC;QACtD,CAAC;QACD,IAAI,KAAK;YAAE,KAAK,GAAG,GAAG,CAAC,MAAM,CAAC,KAAK,CAAC,CAAC;QAErC,MAAM,CAAC,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,IAAI,CACjC,wBAAwB,KAAK,EAAE,EAC/B,IAAI,cAAc,EAAE,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,EAAE,OAAO,EAAE,EAAE,EAAE,CAAC,CAC9D,CAAC;QACF,OAAO,CAAC,MAAM,CAAC,CAAC,IAAI,EAAE,CAAkB,CAAC;IAC1C,CAAC;IAEM,KAAK,CAAC,IAAI,CAAC,EAAU,EAAE,OAA8B;QAC3D,IAAI,KAAK,GAAG,EAAE,CAAC;QACf,IAAI,OAAO,CAAC,QAAQ;YAAE,KAAK,GAAG,KAAK,CAAC,MAAM,CAAC,YAAY,OAAO,CAAC,QAAQ,EAAE,CAAC,CAAC;QAC3E,IAAI,KAAK;YAAE,KAAK,GAAG,GAAG,CAAC,MAAM,CAAC,KAAK,CAAC,CAAC;QACrC,MAAM,CAAC,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,GAAG,CAAC,yBAAyB,EAAE,GAAG,KAAK,EAAE,CAAC,CAAC;QACzE,OAAO,MAAM,CAAC,CAAC,IAAI,EAAE,CAAC;IACvB,CAAC;IAED;;;;OAIG;IACI,KAAK,CAAC,gBAAgB,CAC5B,EAAU,EACV,OAA4B;QAE5B,OAAO,MAAM,IAAI,CAAC,MAAM,CAAC,KAAK,IAAI,EAAE;YACnC,MAAM,CAAC,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,IAAI,CAAC,yBAAyB,EAAE,cAAc,CAAC,CAAC;YAC9E,MAAM,OAAO,GAAG,CAAC,MAAM,CAAC,CAAC,IAAI,EAAE,CAA+C,CAAC;YAC/E,IAAI,CAAC,aAAa,CAAC,OAAO,CAAC,CAAC;YAC5B,OAAO,OAAO,CAAC,YAAY,CAAC;QAC7B,CAAC,EAAE,OAAO,aAAP,OAAO,cAAP,OAAO,GAAI,EAAE,CAAC,CAAC;IACnB,CAAC;IAED;;;;;;;;OAQG;IACI,KAAK,CAAC,gBAAgB,CAAC,EAAU,EAAE,OAA4B;QACrE,OAAO,MAAM,IAAI,CAAC,MAAM,CAAC,KAAK,IAAI,EAAE;YACnC,MAAM,IAAI,CAAC,QAAQ,CAAC,MAAM,CAAC,yBAAyB,EAAE,cAAc,CAAC,CAAC;YACtE,WAAW,CAAC,GAAG,EAAE;gBAChB,IAAI,IAAI,CAAC,KAAK,CAAC,GAAG,CAAC,EAAE,CAAC,EAAE,CAAC;oBACxB,MAAM,MAAM,GAAG,IAAI,CAAC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;oBACnC,MAAM,CAAC,YAAY,GAAG,SAAS,CAAC;gBACjC,CAAC;YACF,CAAC,CAAC,CAAC;QACJ,CAAC,EAAE,OAAO,aAAP,OAAO,cAAP,OAAO,GAAI,EAAE,CAAC,CAAC;IACnB,CAAC;CACD;AAED,2BAA2B;AAC3B,MAAM,CAAC,MAAM,kBAAkB,GAAG,GAAG,EAAE;IACtC,MAAM,OAAO,GAAG,qBAAqB,EAAE,CAAC;IACxC,4FAA4F;IAC5F,gEAAgE;IAChE,MAAM,eAAe,GAAG,kBAAkB,EAAE,CAAC;IAC7C,IAAI,CAAC,OAAO,CAAC,QAAQ,CAAC,SAAS,CAAC,EAAE,CAAC;QAClC,OAAO,CAAC,QAAQ,CAAC,IAAI,eAAe,CAAC,OAAO,CAAC,GAAG,CAAC,eAAe,EAAE,eAAe,CAAC,CAAC,CAAC;IACrF,CAAC;IACD,OAAO,OAAO,CAAC,QAAQ,C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package/es/data/filing-type/interfaces.d.ts

@@ -15,4 +15,6 @@ export interface IFilingType extends ILoadable, INode {
     fixedDate?: string;
     monthOffset?: number;
     fixedOffset?: FilingFixedOffset;
+    /** Id of the filing type's reminder action plan, when one has been provisioned. */
+    actionPlanId?: string;
 }

package/es/data/filing-type/types.d.ts

@@ -1,5 +1,6 @@
 import { LoadOptions, StoreActionOptions } from "@voplus/morpho-data";
 import { DeleteDocumentOptions } from "@voplus/morpho-document-core";
+import { ActionEditOptions } from "@voplus/morpho-document/es/data/action-plan";
 import { IFilingType } from "./interfaces";
 import dayjs from "dayjs";
 /** Custom load org contact options type */
@@ -28,6 +29,11 @@ export type FilingTypeEditOptions = {
     FixedDate?: dayjs.Dayjs | string;
     MonthOffset?: number;
     FixedOffset?: FilingFixedOffset;
+    /**
+     * Reminder-plan action edits routed through FilingType.EditAsync. Spec:1492 auto-creates
+     * the plan if missing; spec:2353 backfills the changes onto open filing records.
+     */
+    ActionChanges?: ActionEditOptions[];
 };
 export type CreateFilingTypeOptions = {
     data: FilingTypeCreateOptions;

package/es/modules/corporate/filing-record/filing-type/components/FilingTypeReminderScheduleList/index.d.ts

@@ -0,0 +1,6 @@
+import React from "react";
+declare const FilingTypeReminderScheduleList: (props: {
+    filingTypeId: string;
+    planId: string;
+}) => React.JSX.Element;
+export default FilingTypeReminderScheduleList;

package/es/modules/corporate/filing-record/filing-type/components/FilingTypeReminderScheduleList/index.js

@@ -0,0 +1,91 @@
+import React, { useState } from "react";
+import { Modal, Skeleton, Tooltip, message } from "antd";
+import { observe } from "@voplus/morpho-ui";
+import { faPenSolid, faTrashXmarkRegular, FontAwesomeIcon as FAIcon, } from "@voplus/morpho-ui/es/faIcons";
+import DocumentReference from "@voplus/morpho-document/es/controls/DocumentReference";
+import { useActionPlan, } from "@voplus/morpho-document/es/data/action-plan";
+import { useFilingTypeStore } from "../../../../../../data/filing-type";
+import ReminderActionForm from "../ReminderActionForm";
+// spec:2356 — CSP: Filing type's Reminders tab — schedule list with Option-C row layout
+// spec:2353 — CSP: Configuring a filing type's reminders backfills reminder plans onto its open filing records
+//   (reachable via this UI because saves route through filingTypeStore.edit → FilingType.EditAsync)
+const FilingTypeReminderScheduleList = (props) => {
+    const { filingTypeId, planId } = props;
+    const plan = useActionPlan(planId);
+    const filingTypeStore = useFilingTypeStore();
+    const [adding, setAdding] = useState(false);
+    const [editingAction, setEditingAction] = useState(null);
+    // FilingTypeStore.edit/createActionPlan also overwrite the ActionPlanStore cache
+    // from the inline `actionPlan` field on the response (spec:2348/2353 contract),
+    // so this list refreshes via useActionPlan(planId) automatically.
+    const saveChanges = async (changes) => {
+        var _a;
+        try {
+            await filingTypeStore.edit(filingTypeId, {
+                data: { ActionChanges: changes },
+            });
+        }
+        catch (err) {
+            message.error((_a = err === null || err === void 0 ? void 0 : err.message) !== null && _a !== void 0 ? _a : "Failed to update reminder");
+        }
+    };
+    const handleDelete = (action) => {
+        Modal.confirm({
+            title: "Delete reminder",
+            content: "Open filings using this filing type will stop receiving this reminder. Continue?",
+            okText: "Delete",
+            okButtonProps: { danger: true },
+            cancelText: "Cancel",
+            onOk: () => saveChanges([{ Operation: "Delete", Id: action.id }]),
+        });
+    };
+    return observe(() => {
+        var _a;
+        return (React.createElement(Skeleton, { loading: !plan.loaded, active: true },
+            React.createElement("div", { className: "flex flex-col gap-sm" },
+                ((_a = plan.actions) !== null && _a !== void 0 ? _a : []).length === 0 ? (React.createElement("div", { className: "flex flex-col items-center justify-center p-lg gap-sm text-font-grey" },
+                    React.createElement("span", { className: "text-sm" }, "No reminders set up yet."))) : (React.createElement("div", { className: "flex flex-col" }, plan.actions.map((action) => (React.createElement(ReminderRow, { key: action.id, action: action, onEdit: () => setEditingAction(action), onDelete: () => handleDelete(action) }))))),
+                React.createElement("button", { type: "button", onClick: () => setAdding(true), className: "flex items-center justify-center gap-sm p-md mt-sm bg-transparent border border-dashed border-border rounded text-font-secondary text-sm font-medium hover:bg-bg-blue hover:border-font-secondary cursor-pointer" }, "\uFF0B Add reminder")),
+            adding && (React.createElement(ReminderActionForm, { onCancel: () => setAdding(false), onOk: async (data) => {
+                    setAdding(false);
+                    await saveChanges([data]);
+                } })),
+            editingAction && (React.createElement(ReminderActionForm, { action: editingAction, onCancel: () => setEditingAction(null), onOk: async (data) => {
+                    setEditingAction(null);
+                    await saveChanges([data]);
+                } }))));
+    });
+};
+const formatOffset = (offset) => {
+    if (offset === undefined || offset === null)
+        return { num: "?", unit: "no offset set" };
+    if (offset === 0)
+        return { num: "0", unit: "on due date" };
+    const abs = Math.abs(offset);
+    const days = abs === 1 ? "day" : "days";
+    return { num: String(abs), unit: `${days} ${offset < 0 ? "before" : "after"} due date` };
+};
+const humanizeType = (type) => type.replace(/([A-Z])/g, " $1").trim();
+const ReminderRow = (props) => {
+    var _a, _b;
+    const { action, onEdit, onDelete } = props;
+    const [hover, setHover] = useState(false);
+    const { num, unit } = formatOffset(action.offset);
+    return (React.createElement("div", { onMouseEnter: () => setHover(true), onMouseLeave: () => setHover(false), className: "grid grid-cols-[110px_1fr_auto] items-center gap-md py-sm px-sm border-b border-border last:border-b-0 hover:bg-bg-blue rounded transition-colors" },
+        React.createElement("div", { className: "flex items-baseline gap-1" },
+            React.createElement("span", { className: "text-xl font-semibold text-font-primary leading-none" }, num),
+            React.createElement("span", { className: "text-xs text-font-grey" }, unit)),
+        React.createElement("div", { className: "flex flex-col min-w-0" },
+            React.createElement("span", { className: "text-sm text-font-primary truncate" }, humanizeType(action.type)),
+            ((_b = (_a = action.data) === null || _a === void 0 ? void 0 : _a.template) === null || _b === void 0 ? void 0 : _b.key) && (React.createElement("span", { className: "text-xs text-font-grey truncate" },
+                React.createElement(DocumentReference, { id: action.data.template.key, type: "link" })))),
+        React.createElement("div", { className: `flex items-center gap-xs ${hover ? "opacity-100" : "opacity-0"} transition-opacity` },
+            React.createElement(Tooltip, { title: "Edit" },
+                React.createElement("button", { type: "button", "aria-label": "Edit reminder", onClick: onEdit, className: "w-7 h-7 inline-flex items-center justify-center border border-border bg-bg-white rounded text-font-grey hover:text-font-secondary hover:border-font-secondary cursor-pointer" },
+                    React.createElement(FAIcon, { icon: faPenSolid }))),
+            React.createElement(Tooltip, { title: "Delete" },
+                React.createElement("button", { type: "button", "aria-label": "Delete reminder", onClick: onDelete, className: "w-7 h-7 inline-flex items-center justify-center border border-border bg-bg-white rounded text-font-grey hover:text-danger hover:border-danger cursor-pointer" },
+                    React.createElement(FAIcon, { icon: faTrashXmarkRegular }))))));
+};
+export default FilingTypeReminderScheduleList;
+//# sourceMappingURL=index.js.map

package/es/modules/corporate/filing-record/filing-type/components/FilingTypeReminderScheduleList/index.js.map

@@ -0,0 +1 @@
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package/es/modules/corporate/filing-record/filing-type/components/FilingTypeReminderTab/index.d.ts

@@ -0,0 +1,5 @@
+import React from "react";
+declare const FilingTypeReminderTab: (props: {
+    id: string;
+}) => React.JSX.Element;
+export default FilingTypeReminderTab;

package/es/modules/corporate/filing-record/filing-type/components/FilingTypeReminderTab/index.js

@@ -0,0 +1,93 @@
+import React, { useState } from "react";
+import { Button, Dropdown, Modal, message } from "antd";
+import { observe } from "@voplus/morpho-ui";
+import { faEllipsisVerticalSolid, FontAwesomeIcon as FAIcon, } from "@voplus/morpho-ui/es/faIcons";
+import { useFilingType, useFilingTypeStore } from "../../../../../../data/filing-type";
+import { useActionPlan } from "@voplus/morpho-document/es/data/action-plan";
+import FilingTypeReminderScheduleList from "../FilingTypeReminderScheduleList";
+// spec:2356 — CSP: Filing type's Reminders tab offers a create button until a reminder plan exists, then the reminder editor
+const FilingTypeReminderTab = (props) => {
+    const { id } = props;
+    const filingType = useFilingType(id);
+    const store = useFilingTypeStore();
+    const [creating, setCreating] = useState(false);
+    const onCreate = async () => {
+        setCreating(true);
+        try {
+            await store.createActionPlan(id);
+        }
+        catch (err) {
+            message.error("Failed to create reminder plan");
+        }
+        finally {
+            setCreating(false);
+        }
+    };
+    return observe(() => filingType.actionPlanId ? (React.createElement(ReminderPlanView, { filingTypeId: id, planId: filingType.actionPlanId })) : (React.createElement("div", { className: "flex flex-col items-center justify-center p-lg gap-sm" },
+        React.createElement("span", { className: "text-font-primary text-sm" }, "No reminder plan yet."),
+        React.createElement(Button, { type: "primary", onClick: onCreate, loading: creating }, "Create reminder plan"))));
+};
+/**
+ * Embedded reminder-plan surface shown inside the FilingType Reminders tab. The plan
+ * is a TEMPLATE (no instance-level Active/Paused/next-firing state), so the header
+ * stays minimal: plan name + action count + an overflow ⋯ menu with the destructive
+ * "Delete reminder plan" action (spec:2405).
+ *
+ * Deliberately NO "Open in action-plan view" affordance — that page would let users
+ * edit actions through the default ActionPlanStore, bypassing FilingType.EditAsync
+ * and therefore skipping the spec:2353 backfill onto open filings. All reminder
+ * mutations must route through filingTypeStore so backfill stays consistent.
+ *
+ * The schedule list itself is FilingTypeReminderScheduleList — a custom component
+ * (not morpho-document's ActionList) whose saves route through filingTypeStore.edit
+ * → FilingType.EditAsync → BackfillOpenFilingRemindersAsync.
+ */
+const ReminderPlanView = (props) => {
+    const { filingTypeId, planId } = props;
+    const plan = useActionPlan(planId);
+    const store = useFilingTypeStore();
+    const handleDeletePlan = () => {
+        Modal.confirm({
+            title: "Delete reminder plan",
+            content: "This removes the reminder plan template for this filing type. Open filings of this type may block the delete if they still hold derived plans. Continue?",
+            okText: "Delete plan",
+            okButtonProps: { danger: true },
+            cancelText: "Cancel",
+            onOk: async () => {
+                var _a;
+                try {
+                    await store.deleteActionPlan(filingTypeId);
+                }
+                catch (err) {
+                    message.error((_a = err === null || err === void 0 ? void 0 : err.message) !== null && _a !== void 0 ? _a : "Failed to delete reminder plan");
+                }
+            },
+        });
+    };
+    const menuItems = [
+        {
+            key: "delete-plan",
+            danger: true,
+            label: "Delete reminder plan",
+            onClick: handleDeletePlan,
+        },
+    ];
+    return observe(() => {
+        var _a, _b;
+        const actionCount = (_b = (_a = plan.actions) === null || _a === void 0 ? void 0 : _a.length) !== null && _b !== void 0 ? _b : 0;
+        return (React.createElement("div", null,
+            React.createElement("div", { className: "flex items-center justify-between gap-md pb-md mb-md border-b border-border" },
+                React.createElement("div", { className: "flex flex-col min-w-0" },
+                    React.createElement("div", { className: "text-base font-semibold text-font-primary truncate" }, plan.name || "Reminder plan"),
+                    React.createElement("div", { className: "text-xs text-font-grey" },
+                        actionCount,
+                        " ",
+                        actionCount === 1 ? "action" : "actions")),
+                React.createElement(Dropdown, { menu: { items: menuItems }, trigger: ["click"], placement: "bottomRight" },
+                    React.createElement("button", { type: "button", "aria-label": "Reminder plan options", className: "w-7 h-7 inline-flex items-center justify-center border border-border bg-bg-white rounded text-font-grey hover:text-font-secondary hover:border-font-secondary cursor-pointer" },
+                        React.createElement(FAIcon, { icon: faEllipsisVerticalSolid })))),
+            React.createElement(FilingTypeReminderScheduleList, { filingTypeId: filingTypeId, planId: planId })));
+    });
+};
+export default FilingTypeReminderTab;
+//# sourceMappingURL=index.js.map

package/es/modules/corporate/filing-record/filing-type/components/FilingTypeReminderTab/index.js.map

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package/es/modules/corporate/filing-record/filing-type/components/FilingTypeTabs/index.js

@@ -1,19 +1,18 @@
 import React, { useState } from "react";
 import { Badge } from "antd";
 import { observe } from "@voplus/morpho-ui";
-import { useFilingType } from "../../../../../../data/filing-type";
 import { useDocumentListEffect } from "@voplus/morpho-document-core";
 import ActivityLog from "@voplus/morpho-org/es/components/ActivityLog2/ActivityLog2";
 import DocumentTabs from "@voplus/morpho-document/es/components/DocumentTabs";
 import DocumentList from "@voplus/morpho-document/es/components/DocumentList";
 import Links from "@voplus/morpho-document/es/components/Links";
+import FilingTypeReminderTab from "../FilingTypeReminderTab";
 // spec:1539 — CSP: Filing type tabs compose Details and Document
 const FilingTypeTabs = (props) => {
     const { id, details } = props;
     const [docTotals, setDocTotals] = useState(0);
     /**Tabs 当前激活 tab 面板的 key */
     const [activeKey, setActiveKey] = useState(details ? "Details" : "Activities");
-    const filingType = useFilingType(props.id);
     useDocumentListEffect(null, (result, total) => setDocTotals(total || 0), {
         Total: true,
         List: false,
@@ -33,12 +32,16 @@ const FilingTypeTabs = (props) => {
             children: (React.createElement(DocumentList, { id: id, multiple: true, viewTitle: " ", total: false, exclude: ["Task", "Ticket", "Deal"] })),
         },
         { key: "Links", label: "Links", children: React.createElement(Links, { id: id }) },
+        {
+            key: "Reminders",
+            label: "Reminders",
+            children: activeKey === "Reminders" ? React.createElement(FilingTypeReminderTab, { id: id }) : null,
+        },
     ];
     details && items.unshift({ key: "Details", label: "Details", children: details });
-    return observe(() => {
-        var _a;
-        return (React.createElement(DocumentTabs, { id: id, active: activeKey, actionPlan: !!((_a = filingType.flags) === null || _a === void 0 ? void 0 : _a.includes("ActionPlan")), onChange: (key) => setActiveKey(key), tabItems: items }));
-    });
+    return observe(() => (React.createElement(DocumentTabs, { id: id, active: activeKey, 
+        // spec:1539, spec:2356 — Reminders tab replaces the generic action-plan list for filing types
+        actionPlan: false, onChange: (key) => setActiveKey(key), tabItems: items })));
 };
 export default FilingTypeTabs;
 //# sourceMappingURL=index.js.map

package/es/modules/corporate/filing-record/filing-type/components/FilingTypeTabs/index.js.map

@@ -1 +1 @@
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package/es/modules/corporate/filing-record/filing-type/components/ReminderActionForm/index.d.ts

@@ -0,0 +1,18 @@
+import React from "react";
+import { ActionEditOptions, IAction } from "@voplus/morpho-document/es/data/action-plan";
+/**
+ * Add/edit modal for a reminder action on a filing type's reminder plan.
+ *
+ * Unlike morpho-document's NewActionsForm (which only creates and only sets Type +
+ * TemplateId), this form covers both Create and Update, and includes an Offset
+ * field so the user can pick when the reminder fires relative to the filing's
+ * DueDate. Emits a fully-formed ActionEditOptions via onOk; the parent is
+ * responsible for posting it through filingTypeStore.edit so spec:2353 backfill
+ * runs against existing open filings.
+ */
+declare const ReminderActionForm: (props: {
+    action?: IAction;
+    onCancel?: () => void;
+    onOk?: (data: ActionEditOptions) => void;
+}) => React.JSX.Element;
+export default ReminderActionForm;

package/es/modules/corporate/filing-record/filing-type/components/ReminderActionForm/index.js

@@ -0,0 +1,72 @@
+import React, { useState } from "react";
+import { Modal, Form, InputNumber, Radio } from "antd";
+import { observe } from "@voplus/morpho-ui";
+import MessageTemplateSelect from "@voplus/morpho-document/es/modules/message-template/components/MessageTemplateSelect";
+const offsetToWhen = (offset) => {
+    if (offset === undefined || offset === null)
+        return "before";
+    if (offset === 0)
+        return "on";
+    return offset < 0 ? "before" : "after";
+};
+const composeOffset = (when, days) => {
+    if (when === "on")
+        return 0;
+    if (when === "before")
+        return -Math.abs(days);
+    return Math.abs(days);
+};
+/**
+ * Add/edit modal for a reminder action on a filing type's reminder plan.
+ *
+ * Unlike morpho-document's NewActionsForm (which only creates and only sets Type +
+ * TemplateId), this form covers both Create and Update, and includes an Offset
+ * field so the user can pick when the reminder fires relative to the filing's
+ * DueDate. Emits a fully-formed ActionEditOptions via onOk; the parent is
+ * responsible for posting it through filingTypeStore.edit so spec:2353 backfill
+ * runs against existing open filings.
+ */
+const ReminderActionForm = (props) => {
+    var _a, _b, _c, _d;
+    const isEdit = !!props.action;
+    const initialOffset = (_a = props.action) === null || _a === void 0 ? void 0 : _a.offset;
+    const [templateId, setTemplateId] = useState((_d = (_c = (_b = props.action) === null || _b === void 0 ? void 0 : _b.data) === null || _c === void 0 ? void 0 : _c.template) === null || _d === void 0 ? void 0 : _d.key);
+    const [when, setWhen] = useState(offsetToWhen(initialOffset));
+    const [days, setDays] = useState(initialOffset === undefined ? 7 : Math.abs(initialOffset));
+    const handleOk = () => {
+        var _a;
+        const offset = composeOffset(when, days);
+        const json = { Offset: offset };
+        if (templateId)
+            json.TemplateId = templateId;
+        const payload = isEdit
+            ? {
+                Id: props.action.id,
+                Operation: "Update",
+                JSON: JSON.stringify(json),
+            }
+            : {
+                Operation: "Create",
+                Type: "MessageAction",
+                JSON: JSON.stringify(json),
+            };
+        (_a = props.onOk) === null || _a === void 0 ? void 0 : _a.call(props, payload);
+    };
+    return observe(() => (React.createElement(Modal, { open: true, title: isEdit ? "Edit reminder" : "New reminder", okText: isEdit ? "Save" : "Add", onCancel: props.onCancel, onOk: handleOk, okButtonProps: { disabled: !templateId } },
+        React.createElement(Form, { layout: "vertical" },
+            React.createElement(Form.Item, { label: "When" },
+                React.createElement("div", { className: "flex items-center gap-sm" },
+                    React.createElement(Radio.Group, { value: when, onChange: (e) => setWhen(e.target.value), optionType: "button", options: [
+                            { label: "Before", value: "before" },
+                            { label: "On", value: "on" },
+                            { label: "After", value: "after" },
+                        ] }),
+                    when !== "on" && (React.createElement(React.Fragment, null,
+                        React.createElement(InputNumber, { min: 1, value: days, onChange: (v) => setDays(Number(v) || 0) }),
+                        React.createElement("span", { className: "text-font-grey text-sm" }, "days"))),
+                    React.createElement("span", { className: "text-font-grey text-sm" }, "due date"))),
+            React.createElement(Form.Item, { label: "Template", required: true },
+                React.createElement(MessageTemplateSelect, { isLayout: false, defaultValue: templateId, onChange: (template) => setTemplateId(template === null || template === void 0 ? void 0 : template.id) }))))));
+};
+export default ReminderActionForm;
+//# sourceMappingURL=index.js.map

package/es/modules/corporate/filing-record/filing-type/components/ReminderActionForm/index.js.map

@@ -0,0 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
 	"name": "@voplus/morpho-csp",
-	"version": "10.0.15",
+	"version": "10.0.16",
 	"repository": {
 		"type": "git",
 		"url": "https://voplus.visualstudio.com/morpho-csp/_git/morpho-csp"