rez_core 4.0.167 → 4.0.172

package/src/module/workflow/service/workflow-meta.service.ts

@@ -1,640 +1,654 @@
-import {
-  BadGatewayException,
-  Inject,
-  Injectable,
-  Logger,
-} from '@nestjs/common';
-import { ConfigService } from '@nestjs/config';
-import { InjectRepository } from '@nestjs/typeorm';
-import axios from 'axios';
-import { EntityServiceImpl } from 'src/module/meta/service/entity-service-impl.service';
-import { UserData } from 'src/module/user/entity/user.entity';
-import { DataSource, Repository } from 'typeorm';
-import { StageMovementData } from '../entity/stage-movement-data.entity';
-import { ACTIVITY_CATEGORIES } from '../repository/activity-log.repository';
-import { StageMovementRepository } from '../repository/stage-movement.repository';
-import { TaskRepository } from '../repository/task.repository';
-import { ActionDataService } from './action-data.service';
-import { ActivityLogService } from './activity-log.service';
-import { EntityModificationService } from './entity-modification.service';
-import { TaskService } from './task.service';
-
-@Injectable()
-export class WorkflowMetaService extends EntityServiceImpl {
-  constructor(
-    @InjectRepository(StageMovementData)
-    private readonly stageMovementRepo: Repository<StageMovementData>,
-    private readonly stageMovementRepository: StageMovementRepository,
-    private readonly dataSource: DataSource,
-    private readonly taskRepository: TaskRepository,
-    private readonly actionDataService: ActionDataService,
-    @Inject('TaskService')
-    private readonly taskService: TaskService,
-    @Inject('ActivityLogService')
-    private readonly activityLogService: ActivityLogService,
-    @Inject('EntityModificationService')
-    private readonly modificationService: EntityModificationService,
-    private readonly configService: ConfigService,
-  ) {
-    super();
-  }
-
-  // get first stage from stage table
-  async getFirstStage(
-    loggedInUser: UserData,
-    mapped_entity_type: string,
-    mapped_entity_id: number,
-  ): Promise<any | null> {
-    // step1 find in workflow_level_mapping if not found with current level_id and level_type search in for ORG
-    // step2 find in stage_group => workflow_id
-    // step3 find in stage => stage_group_id
-    // step4 get first stage from stage table
-    return this.stageMovementRepository.getFirstStage({
-      loggedInUser,
-      mapped_entity_type,
-      mapped_entity_id,
-    });
-  }
-
-  /**
-   * Get the current active stage for a given mapped entity
-   */
-  async getCurrentStage(
-    mapped_entity_type: string,
-    mapped_entity_id: number,
-    loggedInUser: UserData,
-  ): Promise<any | null> {
-    // Try to find the current stage movement entry
-    const currentStage = await this.stageMovementRepo.findOne({
-      where: {
-        mapped_entity_type,
-        mapped_entity_id,
-        is_current: 'Y',
-      },
-    });
-
-    if (!currentStage) {
-      // Fetch the latest stage movement for the given entity
-      const latestMovement = await this.stageMovementRepo.findOne({
-        where: {
-          mapped_entity_type,
-          mapped_entity_id,
-        },
-        order: { id: 'DESC' }, // Get the most recent movement
-      });
-
-      if (!latestMovement) return null;
-
-      const getGroupName = await this.dataSource.query(
-        `SELECT name FROM frm_wf_stage_group WHERE id = ${latestMovement?.stage_group_id}`,
-      );
-
-      return {
-        ...latestMovement,
-        stage_group_name: getGroupName[0]?.name,
-      };
-    }
-
-    // get group name for the current stage
-    const getGroupName = await this.dataSource.query(
-      `SELECT name FROM frm_wf_stage_group WHERE id = ${currentStage?.stage_group_id}`,
-    );
-
-    // Return the found or newly created current stage movement
-    return {
-      ...currentStage,
-      stage_group_name: getGroupName[0]?.name,
-    };
-  }
-
-  /**
-   * Get next stage ID based on current stage
-   * (Stub logic – replace with real stage transition resolution)
-   */
-  async getNextStage(currentStage: any): Promise<any | null> {
-    // get all stage for that stage group
-    const nextStage =
-      await this.stageMovementRepository.getNextStageOrFirstOfNextGroup(
-        currentStage?.stage_group_id,
-        currentStage?.stage_id,
-      );
-
-    if (!nextStage) {
-      return { hasNextStage: false, nextStage: null };
-    }
-
-    const groupName = await this.dataSource.query(
-      `SELECT name FROM frm_wf_stage_group WHERE id = ${nextStage?.stage_group_id}`,
-    );
-
-    return {
-      hasNextStage: !!nextStage,
-      nextStage: { ...nextStage, stage_group_name: groupName[0]?.name },
-    };
-  }
-
-  /**
-   * Move mapped entity to the next stage in the workflow
-   */
-  async moveToNextStage(
-    mapped_entity_type: string,
-    mapped_entity_id: number,
-    loggedInUser: UserData,
-    reason_code?: string,
-    remark?: string,
-  ): Promise<string> {
-    const now = new Date();
-    let currentStage = await this.getCurrentStage(
-      mapped_entity_type,
-      mapped_entity_id,
-      loggedInUser,
-    );
-
-    if (currentStage) {
-      await this.taskService.createSystemNote(
-        {
-          reason_code: reason_code || '',
-          remark: remark || '',
-          mapped_entity_id,
-          stage_id: currentStage.stage_id,
-          action_id: currentStage.action_id,
-          stage_group_id: currentStage.stage_group_id,
-        },
-        loggedInUser,
-      );
-    }
-
-    // Case 1: First stage – initialize
-    if (!currentStage) {
-      const getAllResult = await this.getFirstStage(
-        loggedInUser,
-        mapped_entity_type,
-        mapped_entity_id,
-      );
-
-      const { mappingUsed, stageGroup, firstStage } = getAllResult;
-
-      currentStage = await this.stageMovementRepo.save({
-        entity_type: 'WFSA',
-        mapped_entity_type,
-        mapped_entity_id,
-        name: firstStage.name,
-        status: firstStage.status,
-        current_user_id: loggedInUser.id,
-        stage_action_mapping_id: firstStage.id,
-        organization_id: loggedInUser.organization_id,
-        stage_group_id: stageGroup.id,
-        stage_id: firstStage.id,
-        start_date: new Date(),
-        is_current: 'Y',
-      });
-
-      this.populateActionService(
-        currentStage.stage_id,
-        loggedInUser,
-        mapped_entity_id,
-        mapped_entity_type,
-      );
-      return `Initialized workflow with first stage (Stage ID: ${firstStage.id}).`;
-    }
-
-    // Case 2: Has next stage – move forward
-    const stageData = await this.getNextStage(currentStage);
-
-    if (stageData.hasNextStage) {
-      const { nextStage } = stageData;
-
-      // ✅ NEW: Log stage group completion if group changes
-      if (nextStage.stage_group_id !== currentStage.stage_group_id) {
-        try {
-          // stage action category SGCP
-          // if current stage actions contain any action with action_category as SGCP then set the status of that action to completed
-          const stageActions =
-            await this.stageMovementRepository.getAllActionByStageId(
-              currentStage.stage_id,
-            );
-
-          for (const action of stageActions) {
-            const actionCategory = await this.dataSource.query(
-              `SELECT code FROM frm_wf_action_category WHERE id = ${Number(
-                action.action_category,
-              )}`,
-            );
-
-            if (actionCategory[0]?.code == 'SGCP') {
-              await this.taskRepository.updateTaskStatus(
-                loggedInUser,
-                mapped_entity_type,
-                mapped_entity_id,
-                currentStage.stage_id,
-                action.id,
-              );
-            }
-          }
-
-          await this.activityLogService.logActivity(
-            {
-              mapped_entity_id,
-              mapped_entity_type,
-              title: 'Stage Group Completed',
-              description: `Stage Group changed from ${currentStage.stage_group_name} to ${nextStage.stage_group_name}.`,
-              action: 'completed',
-              category: ACTIVITY_CATEGORIES.STAGEGROUP,
-              appcode: loggedInUser.appcode,
-            },
-            loggedInUser,
-          );
-        } catch (error) {
-          console.error(
-            'Failed to log stage group completion:',
-            error?.message || error,
-          );
-        }
-      }
-
-      // Close current stage
-      currentStage.end_date = now;
-      currentStage.is_current = 'N';
-      await this.stageMovementRepo.save(currentStage);
-
-      // Insert next stage
-      await this.stageMovementRepo.save({
-        entity_type: 'WFSA',
-        mapped_entity_type,
-        mapped_entity_id,
-        name: nextStage.name,
-        status: nextStage.status,
-        current_user_id: loggedInUser.id,
-        stage_action_mapping_id: nextStage.id,
-        organization_id: loggedInUser.organization_id,
-        start_date: now,
-        stage_group_id: nextStage?.stage_group_id,
-        stage_id: nextStage.id,
-        is_current: 'Y',
-      });
-
-      this.populateActionService(
-        stageData.nextStage.id,
-        loggedInUser,
-        mapped_entity_id,
-        mapped_entity_type,
-      );
-
-      // Stage completion log
-      try {
-        await this.activityLogService.logActivity(
-          {
-            mapped_entity_id: mapped_entity_id,
-            mapped_entity_type: mapped_entity_type,
-            title: 'Stage Completed',
-            description: `Stage changed from ${currentStage.name} to ${nextStage.name}.`,
-            action: 'status',
-            category: ACTIVITY_CATEGORIES.STAGE,
-            appcode: loggedInUser.appcode,
-          },
-          loggedInUser,
-        );
-      } catch (error) {
-        console.error(
-          'Failed to log activity for stage completion:',
-          error?.message || error,
-        );
-      }
-      return `Moved to next stage (Stage ID: ${nextStage.id}).`;
-    }
-
-    // Case 3: No next stage – mark workflow as done
-    currentStage.end_date = now;
-    currentStage.is_current = 'N';
-    await this.stageMovementRepo.save(currentStage);
-
-    return 'Workflow completed. No next stage available.';
-  }
-
-  async populateActionService(
-    stage_id: number,
-    loggedInUser: UserData,
-    mapped_entity_id: number,
-    mapped_entity_type: string,
-  ): Promise<any> {
-    const actions =
-      await this.stageMovementRepository.getAllActionByStageId(stage_id);
-    // Populate the action service with the retrieved actions
-
-    if (!actions || actions.length === 0) {
-      return 'No actions found for this stage.';
-    }
-
-    // check whether first action's action_category is owner_assignment and assignment_type is AUTO_ASSIGN
-    const firstAction = actions[0];
-    const actionCategory = await this.dataSource.query(
-      `SELECT code FROM frm_wf_action_category WHERE id = ${Number(firstAction.action_category)}`,
-    );
-
-    const assignmentType = await this.dataSource.query(
-      `SELECT value FROM frm_list_master_items WHERE id = ${Number(firstAction.assignment_type)}`,
-    );
-
-    // save in action data
-    await this.actionDataService.saveActionData(
-      actions,
-      loggedInUser,
-      mapped_entity_id,
-      mapped_entity_type,
-    );
-
-    // save in task data
-    await this.taskService.saveActionData(
-      actions,
-      loggedInUser,
-      mapped_entity_id,
-      mapped_entity_type,
-    );
-
-    if (
-      actionCategory[0]?.code == 'OWAS' &&
-      assignmentType[0]?.value == 'round_robin'
-    ) {
-      console.log('Auto-assigning owner based on round-robin assignment type');
-      await this.assignLead(
-        loggedInUser,
-        mapped_entity_id,
-        mapped_entity_type,
-        stage_id,
-        actions,
-      );
-    }
-  }
-
-  async updateLeadOwner(entityData, loggedInUser) {
-    const { lead_id, lead_owner, stage_id, entity_type } = entityData;
-    const updatedData = {
-      id: lead_id,
-      lead_owner: lead_owner,
-      entity_type: entity_type,
-    };
-    entityData = updatedData;
-
-    this.modificationService.logModification(
-      {
-        entity_type: 'ENMD',
-        mapped_entity_type: entity_type,
-        mapped_entity_id: lead_id,
-        attribute_key: 'lead_owner',
-        new_value: lead_owner,
-        old_value: entityData.lead_owner,
-        remarks: entityData.remarks,
-        reason_code: entityData.reason_code,
-        stage_id: stage_id,
-        action_id: entityData.action_id,
-      },
-      loggedInUser,
-    );
-
-    const leadData: any = await this.getEntityData(
-      'LEAD',
-      lead_id,
-      loggedInUser,
-    );
-
-    const unassignedListMasterItemData = await this.dataSource.query(
-      `SELECT name, id 
-   FROM frm_list_master_items 
-   WHERE listtype = "LEST" AND organization_id = $1 
-     AND value IN ($2, $3)`,
-      [loggedInUser.organization_id, 'unassigned', 'active'],
-    );
-
-    // Find the IDs explicitly
-    const unassignedId = unassignedListMasterItemData.find(
-      (item) => item.name.toLowerCase() === 'unassigned',
-    )?.id;
-
-    const activeId = unassignedListMasterItemData.find(
-      (item) => item.name.toLowerCase() === 'active',
-    )?.id;
-
-    // Use unassignedId for comparison
-    if (leadData?.lead_status === unassignedId) {
-      leadData.lead_status = activeId;
-    }
-
-    const result = await super.updateEntity(
-      {
-        ...entityData,
-        status: leadData?.lead_status,
-        lead_status: leadData?.lead_status,
-      },
-      loggedInUser,
-    );
-
-    await this.dataSource.query(
-      `UPDATE frm_wf_action_data SET user_id =$1 
-      WHERE mapped_entity_id=$2
-      AND mapped_entity_type = $3
-      AND stage_id = $4
-      AND (is_current = 'Y' OR is_current IS NULL)
-      `,
-      [lead_owner, lead_id, entity_type, stage_id],
-    );
-
-    await this.dataSource.query(
-      `UPDATE crm_lead_meeting SET user_id=$1
-      WHERE stage_id = $2 
-      AND mapped_entity_id = $3
-      AND mapped_entity_type = "LEAD" 
-      AND (status='scheduled' OR status='rescheduled')
-      `,
-      [lead_owner, stage_id, lead_id],
-    );
-
-    const taskRows = await this.dataSource.query(
-      `SELECT id,status FROM frm_wf_task_data
-      WHERE mapped_entity_id = $1
-      AND mapped_entity_type = $2
-      AND stage_id = $3`,
-      [lead_id, entity_type, stage_id],
-    );
-
-    for (const task of taskRows) {
-      const statusRows = await this.dataSource.query(
-        `SELECT value FROM frm_list_master_items
-        WHERE id = $1 AND organization_id = $2`,
-        [task.status, loggedInUser.organization_id],
-      );
-
-      const statusName = statusRows[0]?.value?.toLowerCase() || '';
-      if (
-        ['todo', 'in_progress'].includes(statusName) ||
-        statusName === 'todo'
-      ) {
-        await this.dataSource.query(
-          `UPDATE frm_wf_task_data SET user_id = $1, task_owner = $2 WHERE id  = $3`,
-          [lead_owner, lead_owner, task.id],
-        );
-      }
-    }
-
-    const leadOwnerName = await this.dataSource.query(
-      `SELECT name FROM sso_user WHERE id = $1`,
-      [entityData?.lead_owner],
-    );
-
-    try {
-      const logData = {
-        mapped_entity_id: lead_id,
-        mapped_entity_type: 'LEAD',
-        title: 'Owner Assigned',
-        description: leadData?.lead_owner
-          ? `${leadOwnerName[0]?.name} reassigned as Lead owner.`
-          : `${leadOwnerName[0]?.name} assigned as Lead owner.`,
-        action: 'assign',
-        category: ACTIVITY_CATEGORIES.ASSIGN,
-        appcode: loggedInUser.appcode,
-      };
-
-      await this.activityLogService.logActivity(logData, loggedInUser);
-    } catch (error) {
-      console.error(
-        'Failed to log activity for meeting:',
-        error?.message || error,
-      );
-      // Logging should not block main flow
-    }
-    return result;
-  }
-
-  async assignLead(
-    loggedInUser: UserData,
-    mapped_entity_id: number,
-    mapped_entity_type: string,
-    stage_id: number,
-    actions: any[],
-  ): Promise<number> {
-    const { organization_id, level_id, level_type } = loggedInUser;
-
-    // 1) Get eligible owners (distinct + stable ordering) // axios call
-    // const owners: Array<{ id: number }> = await this.dataSource.query(
-    //   `
-    // SELECT DISTINCT u.id
-    // FROM sso_user u
-    // JOIN sso_user_role_mapping urm   ON u.id = urm.user_id
-    // JOIN sso_role r                  ON urm.role_id = r.id
-    // JOIN sso_module_access ma        ON ma.role_code = r.code
-    // WHERE urm.organization_id = ?
-    //   AND urm.level_id = ?
-    //   AND urm.level_type = ?
-    //   AND urm.appcode = 'CRM'
-    //   AND ma.appcode = 'CRM'
-    //   AND ma.module_code = 'lead_crm_sch'
-    //   AND ma.access_flag = 1
-    //   AND ma.action_type = 'LEAD_OWNER'
-    // ORDER BY u.id ASC
-    // `,
-    //   [organization_id, Number(level_id), level_type],
-    // );
-
-    let owners = [] as any;
-
-    try {
-      const baseUrl = this.configService.get<string>('REDIRECT_BE_URL');
-
-      // Prepare query params
-      const queryParams = new URLSearchParams({
-        loggedInUser: JSON.stringify(loggedInUser),
-      }).toString();
-
-      const { level_id } = loggedInUser;
-
-      const url = `${baseUrl}/users/public/lead-owners/?entity_type=USR&${queryParams}`;
-
-      const response = await axios.get(url);
-
-      owners = response.data;
-
-      // The API response is likely a JSON object, not an array
-    } catch (error) {
-      console.error('Internal Entity API call failed:', error.message);
-    }
-
-    if (!owners?.length)
-      console.log('No eligible owners found for lead assignment.');
-    const userIds = owners?.map((o) => Number(o.id)); // normalize to numbers
-
-    // 2) Find the last assigned *eligible* owner (use IN (...))
-    const placeholders = userIds.map(() => '?').join(',');
-    const lastRow: Array<{ lead_owner: number }> = await this.dataSource.query(
-      `
-    SELECT lead_owner
-    FROM crm_lead
-    WHERE organization_id = $1
-      AND level_id = $2
-      AND level_type = $3
-      AND lead_owner IN (${placeholders})
-    ORDER BY created_date DESC
-    LIMIT 1
-    `,
-      [organization_id, Number(level_id), level_type, ...userIds],
-    );
-
-    const lastAssigned = lastRow.length ? Number(lastRow[0].lead_owner) : null;
-
-    // 3) Compute next user in round-robin
-    const lastIdx = lastAssigned != null ? userIds.indexOf(lastAssigned) : -1;
-    const nextIdx = (lastIdx + 1) % userIds.length;
-    const nextUser = userIds[nextIdx];
-
-    //4) Update lead owner in the lead table
-    await this.dataSource.query(
-      `
-    UPDATE crm_lead
-    SET lead_owner = $1
-    WHERE organization_id = $2
-      AND level_id = $3
-      AND level_type = $4
-      AND lead_owner IS NULL
-    ORDER BY created_date ASC
-    LIMIT 1
-    `,
-      [nextUser, organization_id, Number(level_id), level_type],
-    );
-
-    console.log(`Assigning lead to user ID: ${nextUser}`);
-
-    const firstAction = actions[0];
-
-    // move task
-    await this.taskService.moveTask(loggedInUser, {
-      mapped_entity_type,
-      mapped_entity_id,
-      stage_id,
-      action_id: firstAction.id,
-    });
-
-    // if it has only one action then move next stage
-    if (actions.length == 1) {
-      console.log(
-        'Only one action present and it is owner assignment. Moving to next stage.',
-      );
-      await this.moveToNextStage(
-        mapped_entity_type,
-        mapped_entity_id,
-        loggedInUser,
-      );
-    }
-
-    // update lead owner status
-    await this.updateLeadOwner(
-      {
-        lead_id: mapped_entity_id,
-        lead_owner: nextUser,
-        stage_id: stage_id,
-        entity_type: mapped_entity_type,
-        action_id: firstAction.id,
-      },
-      loggedInUser,
-    );
-
-    return nextUser;
-  }
-}
+import {
+  BadGatewayException,
+  Inject,
+  Injectable,
+  Logger,
+} from '@nestjs/common';
+import { ConfigService } from '@nestjs/config';
+import { InjectRepository } from '@nestjs/typeorm';
+import axios from 'axios';
+import { EntityServiceImpl } from 'src/module/meta/service/entity-service-impl.service';
+import { UserData } from 'src/module/user/entity/user.entity';
+import { DataSource, Repository } from 'typeorm';
+import { StageMovementData } from '../entity/stage-movement-data.entity';
+import { ACTIVITY_CATEGORIES } from '../repository/activity-log.repository';
+import { StageMovementRepository } from '../repository/stage-movement.repository';
+import { TaskRepository } from '../repository/task.repository';
+import { ActionDataService } from './action-data.service';
+import { ActivityLogService } from './activity-log.service';
+import { EntityModificationService } from './entity-modification.service';
+import { TaskService } from './task.service';
+
+@Injectable()
+export class WorkflowMetaService extends EntityServiceImpl {
+  constructor(
+    @InjectRepository(StageMovementData)
+    private readonly stageMovementRepo: Repository<StageMovementData>,
+    private readonly stageMovementRepository: StageMovementRepository,
+    private readonly dataSource: DataSource,
+    private readonly taskRepository: TaskRepository,
+    private readonly actionDataService: ActionDataService,
+    @Inject('TaskService')
+    private readonly taskService: TaskService,
+    @Inject('ActivityLogService')
+    private readonly activityLogService: ActivityLogService,
+    @Inject('EntityModificationService')
+    private readonly modificationService: EntityModificationService,
+    private readonly configService: ConfigService,
+  ) {
+    super();
+  }
+
+  // get first stage from stage table
+  async getFirstStage(
+    loggedInUser: UserData,
+    mapped_entity_type: string,
+    mapped_entity_id: number,
+  ): Promise<any | null> {
+    // step1 find in workflow_level_mapping if not found with current level_id and level_type search in for ORG
+    // step2 find in stage_group => workflow_id
+    // step3 find in stage => stage_group_id
+    // step4 get first stage from stage table
+    return this.stageMovementRepository.getFirstStage({
+      loggedInUser,
+      mapped_entity_type,
+      mapped_entity_id,
+    });
+  }
+
+  /**
+   * Get the current active stage for a given mapped entity
+   */
+  async getCurrentStage(
+    mapped_entity_type: string,
+    mapped_entity_id: number,
+    loggedInUser: UserData,
+  ): Promise<any | null> {
+    // Try to find the current stage movement entry
+    const currentStage = await this.stageMovementRepo.findOne({
+      where: {
+        mapped_entity_type,
+        mapped_entity_id,
+        is_current: 'Y',
+      },
+    });
+
+    if (!currentStage) {
+      // Fetch the latest stage movement for the given entity
+      const latestMovement = await this.stageMovementRepo.findOne({
+        where: {
+          mapped_entity_type,
+          mapped_entity_id,
+        },
+        order: { id: 'DESC' }, // Get the most recent movement
+      });
+
+      if (!latestMovement) return null;
+
+      const getGroupName = await this.dataSource.query(
+        `SELECT name FROM frm_wf_stage_group WHERE id = ${latestMovement?.stage_group_id}`,
+      );
+
+      return {
+        ...latestMovement,
+        stage_group_name: getGroupName[0]?.name,
+      };
+    }
+
+    // get group name for the current stage
+    const getGroupName = await this.dataSource.query(
+      `SELECT name FROM frm_wf_stage_group WHERE id = ${currentStage?.stage_group_id}`,
+    );
+
+    // Return the found or newly created current stage movement
+    return {
+      ...currentStage,
+      stage_group_name: getGroupName[0]?.name,
+    };
+  }
+
+  /**
+   * Get next stage ID based on current stage
+   * (Stub logic – replace with real stage transition resolution)
+   */
+  async getNextStage(currentStage: any): Promise<any | null> {
+    // get all stage for that stage group
+    const nextStage =
+      await this.stageMovementRepository.getNextStageOrFirstOfNextGroup(
+        currentStage?.stage_group_id,
+        currentStage?.stage_id,
+      );
+
+    if (!nextStage) {
+      return { hasNextStage: false, nextStage: null };
+    }
+
+    const groupName = await this.dataSource.query(
+      `SELECT name FROM frm_wf_stage_group WHERE id = ${nextStage?.stage_group_id}`,
+    );
+
+    return {
+      hasNextStage: !!nextStage,
+      nextStage: { ...nextStage, stage_group_name: groupName[0]?.name },
+    };
+  }
+
+  /**
+   * Move mapped entity to the next stage in the workflow
+   */
+  async moveToNextStage(
+    mapped_entity_type: string,
+    mapped_entity_id: number,
+    loggedInUser: UserData,
+    reason_code?: string,
+    remark?: string,
+  ): Promise<string> {
+    const now = new Date();
+    let currentStage = await this.getCurrentStage(
+      mapped_entity_type,
+      mapped_entity_id,
+      loggedInUser,
+    );
+
+    if (currentStage) {
+      await this.taskService.createSystemNote(
+        {
+          reason_code: reason_code || '',
+          remark: remark || '',
+          mapped_entity_id,
+          stage_id: currentStage.stage_id,
+          action_id: currentStage.action_id,
+          stage_group_id: currentStage.stage_group_id,
+        },
+        loggedInUser,
+      );
+    }
+
+    // Case 1: First stage – initialize
+    if (!currentStage) {
+      const getAllResult = await this.getFirstStage(
+        loggedInUser,
+        mapped_entity_type,
+        mapped_entity_id,
+      );
+
+      const { mappingUsed, stageGroup, firstStage } = getAllResult;
+
+      currentStage = await this.stageMovementRepo.save({
+        entity_type: 'WFSA',
+        mapped_entity_type,
+        mapped_entity_id,
+        name: firstStage.name,
+        status: firstStage.status,
+        current_user_id: loggedInUser.id,
+        stage_action_mapping_id: firstStage.id,
+        organization_id: loggedInUser.organization_id,
+        stage_group_id: stageGroup.id,
+        stage_id: firstStage.id,
+        start_date: new Date(),
+        is_current: 'Y',
+      });
+
+      this.populateActionService(
+        currentStage.stage_id,
+        loggedInUser,
+        mapped_entity_id,
+        mapped_entity_type,
+      );
+      return `Initialized workflow with first stage (Stage ID: ${firstStage.id}).`;
+    }
+
+    // Case 2: Has next stage – move forward
+    const stageData = await this.getNextStage(currentStage);
+
+    if (stageData.hasNextStage) {
+      const { nextStage } = stageData;
+
+      // ✅ NEW: Log stage group completion if group changes
+      if (nextStage.stage_group_id !== currentStage.stage_group_id) {
+        try {
+          // stage action category SGCP
+          // if current stage actions contain any action with action_category as SGCP then set the status of that action to completed
+          const stageActions =
+            await this.stageMovementRepository.getAllActionByStageId(
+              currentStage.stage_id,
+            );
+
+          for (const action of stageActions) {
+            const actionCategory = await this.dataSource.query(
+              `SELECT code FROM frm_wf_action_category WHERE id = ${Number(
+                action.action_category,
+              )}`,
+            );
+
+            if (actionCategory[0]?.code == 'SGCP') {
+              await this.taskRepository.updateTaskStatus(
+                loggedInUser,
+                mapped_entity_type,
+                mapped_entity_id,
+                currentStage.stage_id,
+                action.id,
+              );
+            }
+          }
+
+          await this.activityLogService.logActivity(
+            {
+              mapped_entity_id,
+              mapped_entity_type,
+              title: 'Stage Group Completed',
+              description: `Stage Group changed from ${currentStage.stage_group_name} to ${nextStage.stage_group_name}.`,
+              action: 'completed',
+              category: ACTIVITY_CATEGORIES.STAGEGROUP,
+              appcode: loggedInUser.appcode,
+            },
+            loggedInUser,
+          );
+        } catch (error) {
+          console.error(
+            'Failed to log stage group completion:',
+            error?.message || error,
+          );
+        }
+      }
+
+      // Close current stage
+      currentStage.end_date = now;
+      currentStage.is_current = 'N';
+      await this.stageMovementRepo.save(currentStage);
+
+      // Insert next stage
+      await this.stageMovementRepo.save({
+        entity_type: 'WFSA',
+        mapped_entity_type,
+        mapped_entity_id,
+        name: nextStage.name,
+        status: nextStage.status,
+        current_user_id: loggedInUser.id,
+        stage_action_mapping_id: nextStage.id,
+        organization_id: loggedInUser.organization_id,
+        start_date: now,
+        stage_group_id: nextStage?.stage_group_id,
+        stage_id: nextStage.id,
+        is_current: 'Y',
+      });
+
+      await this.populateActionService(
+        stageData.nextStage.id,
+        loggedInUser,
+        mapped_entity_id,
+        mapped_entity_type,
+      );
+
+      // Stage completion log
+      try {
+        await this.activityLogService.logActivity(
+          {
+            mapped_entity_id: mapped_entity_id,
+            mapped_entity_type: mapped_entity_type,
+            title: 'Stage Completed',
+            description: `Stage changed from ${currentStage.name} to ${nextStage.name}.`,
+            action: 'status',
+            category: ACTIVITY_CATEGORIES.STAGE,
+            appcode: loggedInUser.appcode,
+          },
+          loggedInUser,
+        );
+      } catch (error) {
+        console.error(
+          'Failed to log activity for stage completion:',
+          error?.message || error,
+        );
+      }
+      return `Moved to next stage (Stage ID: ${nextStage.id}).`;
+    }
+
+    // Case 3: No next stage – mark workflow as done
+    currentStage.end_date = now;
+    currentStage.is_current = 'N';
+    await this.stageMovementRepo.save(currentStage);
+
+    return 'Workflow completed. No next stage available.';
+  }
+
+  async populateActionService(
+    stage_id: number,
+    loggedInUser: UserData,
+    mapped_entity_id: number,
+    mapped_entity_type: string,
+  ): Promise<any> {
+    const actions =
+      await this.stageMovementRepository.getAllActionByStageId(stage_id);
+    // Populate the action service with the retrieved actions
+
+    if (!actions || actions.length === 0) {
+      return 'No actions found for this stage.';
+    }
+
+    // check whether first action's action_category is owner_assignment and assignment_type is AUTO_ASSIGN
+    const firstAction = actions[0];
+    const actionCategory = await this.dataSource.query(
+      `SELECT code FROM frm_wf_action_category WHERE id = ${Number(firstAction.action_category)}`,
+    );
+
+    const assignmentType = await this.dataSource.query(
+      `SELECT value FROM frm_list_master_items WHERE id = ${Number(firstAction.assignment_type)}`,
+    );
+
+    // save in action data
+    await this.actionDataService.saveActionData(
+      actions,
+      loggedInUser,
+      mapped_entity_id,
+      mapped_entity_type,
+    );
+
+    // save in task data
+    await this.taskService.saveActionData(
+      actions,
+      loggedInUser,
+      mapped_entity_id,
+      mapped_entity_type,
+    );
+
+    if (
+      actionCategory[0]?.code == 'OWAS' &&
+      assignmentType[0]?.value == 'round_robin'
+    ) {
+      console.log('Auto-assigning owner based on round-robin assignment type');
+      await this.assignLead(
+        loggedInUser,
+        mapped_entity_id,
+        mapped_entity_type,
+        stage_id,
+        actions,
+      );
+    }
+  }
+
+  async updateLeadOwner(entityData, loggedInUser) {
+    const { lead_id, lead_owner, stage_id, entity_type } = entityData;
+    const updatedData = {
+      id: lead_id,
+      lead_owner: lead_owner,
+      entity_type: entity_type,
+    };
+    entityData = updatedData;
+
+    this.modificationService.logModification(
+      {
+        entity_type: 'ENMD',
+        mapped_entity_type: entity_type,
+        mapped_entity_id: lead_id,
+        attribute_key: 'lead_owner',
+        new_value: lead_owner,
+        old_value: entityData.lead_owner,
+        remarks: entityData.remarks,
+        reason_code: entityData.reason_code,
+        stage_id: stage_id,
+        action_id: entityData.action_id,
+      },
+      loggedInUser,
+    );
+
+    const leadData: any = await this.getEntityData(
+      'LEAD',
+      lead_id,
+      loggedInUser,
+    );
+
+    const unassignedListMasterItemData = await this.dataSource.query(
+      `SELECT name, id 
+   FROM frm_list_master_items 
+   WHERE listtype = "LEST" AND organization_id = ? 
+     AND value IN (?, ?)`,
+      [loggedInUser.organization_id, 'unassigned', 'active'],
+    );
+
+    // Find the IDs explicitly
+    const unassignedId = unassignedListMasterItemData.find(
+      (item) => item.name.toLowerCase() === 'unassigned',
+    )?.id;
+
+    const activeId = unassignedListMasterItemData.find(
+      (item) => item.name.toLowerCase() === 'active',
+    )?.id;
+
+    // Use unassignedId for comparison
+    if (leadData?.lead_status === unassignedId) {
+      leadData.lead_status = activeId;
+    }
+
+    const result = await super.updateEntity(
+      {
+        ...entityData,
+        status: leadData?.lead_status,
+        lead_status: leadData?.lead_status,
+      },
+      loggedInUser,
+    );
+
+    await this.dataSource.query(
+      `UPDATE frm_wf_action_data SET user_id =? 
+      WHERE mapped_entity_id=?
+      AND mapped_entity_type = ?
+      AND stage_id = ?
+      AND (is_current = 'Y' OR is_current IS NULL)
+      `,
+      [lead_owner, lead_id, entity_type, stage_id],
+    );
+
+    await this.dataSource.query(
+      `UPDATE crm_lead_meeting SET user_id=?
+      WHERE stage_id = ? 
+      AND mapped_entity_id = ?
+      AND mapped_entity_type = "LEAD" 
+      AND (status='scheduled' OR status='rescheduled')
+      `,
+      [lead_owner, stage_id, lead_id],
+    );
+
+    const taskRows = await this.dataSource.query(
+      `SELECT id,status FROM frm_wf_task_data
+      WHERE mapped_entity_id = ?
+      AND mapped_entity_type = ?
+      AND stage_id = ?`,
+      [lead_id, entity_type, stage_id],
+    );
+
+    for (const task of taskRows) {
+      const statusRows = await this.dataSource.query(
+        `SELECT value FROM frm_list_master_items
+        WHERE id = ? AND organization_id = ?`,
+        [task.status, loggedInUser.organization_id],
+      );
+
+      const statusName = statusRows[0]?.value?.toLowerCase() || '';
+      if (
+        ['todo', 'in_progress'].includes(statusName) ||
+        statusName === 'todo'
+      ) {
+        await this.dataSource.query(
+          `UPDATE frm_wf_task_data SET user_id = ?, task_owner = ? WHERE id  = ?`,
+          [lead_owner, lead_owner, task.id],
+        );
+      }
+    }
+
+    let leadOwnerName;
+
+    try {
+      const baseUrl = this.configService.get<string>('REDIRECT_BE_URL');
+
+      // Prepare query params
+      const queryParams = new URLSearchParams({
+        loggedInUser: JSON.stringify(loggedInUser),
+      }).toString();
+
+      const url = `${baseUrl}/entity/public/getById/${entityData?.lead_owner}?entity_type=USR&${queryParams}`;
+
+      const response = await axios.get(url);
+
+      leadOwnerName = response.data;
+    } catch (error) {
+      console.error('Internal Entity API call failed:', error.message);
+    }
+
+    try {
+      const logData = {
+        mapped_entity_id: lead_id,
+        mapped_entity_type: 'LEAD',
+        title: 'Owner Assigned',
+        description: leadData?.lead_owner
+          ? `${leadOwnerName?.name} reassigned as Lead owner.`
+          : `${leadOwnerName?.name} assigned as Lead owner.`,
+        action: 'assign',
+        category: ACTIVITY_CATEGORIES.ASSIGN,
+        appcode: loggedInUser.appcode,
+      };
+
+      await this.activityLogService.logActivity(logData, loggedInUser);
+    } catch (error) {
+      console.error(
+        'Failed to log activity for meeting:',
+        error?.message || error,
+      );
+      // Logging should not block main flow
+    }
+    return result;
+  }
+
+  async assignLead(
+    loggedInUser: UserData,
+    mapped_entity_id: number,
+    mapped_entity_type: string,
+    stage_id: number,
+    actions: any[],
+  ): Promise<number> {
+    const { organization_id, level_id, level_type } = loggedInUser;
+
+    // 1) Get eligible owners (distinct + stable ordering) // axios call
+    // const owners: Array<{ id: number }> = await this.dataSource.query(
+    //   `
+    // SELECT DISTINCT u.id
+    // FROM sso_user u
+    // JOIN sso_user_role_mapping urm   ON u.id = urm.user_id
+    // JOIN sso_role r                  ON urm.role_id = r.id
+    // JOIN sso_module_access ma        ON ma.role_code = r.code
+    // WHERE urm.organization_id = ?
+    //   AND urm.level_id = ?
+    //   AND urm.level_type = ?
+    //   AND urm.appcode = 'CRM'
+    //   AND ma.appcode = 'CRM'
+    //   AND ma.module_code = 'lead_crm_sch'
+    //   AND ma.access_flag = 1
+    //   AND ma.action_type = 'LEAD_OWNER'
+    // ORDER BY u.id ASC
+    // `,
+    //   [organization_id, Number(level_id), level_type],
+    // );
+
+    let owners = [] as any;
+
+    try {
+      const baseUrl = this.configService.get<string>('REDIRECT_BE_URL');
+
+      // Prepare query params
+      const queryParams = new URLSearchParams({
+        loggedInUser: JSON.stringify(loggedInUser),
+      }).toString();
+
+      const { level_id } = loggedInUser;
+
+      const url = `${baseUrl}/users/public/lead-owners/?entity_type=USR&${queryParams}`;
+
+      const response = await axios.get(url);
+
+      owners = response.data;
+
+      // The API response is likely a JSON object, not an array
+    } catch (error) {
+      console.error('Internal Entity API call failed:', error.message);
+    }
+
+    if (!owners?.length)
+      console.log('No eligible owners found for lead assignment.');
+    const userIds = owners?.map((o) => Number(o.id)); // normalize to numbers
+
+    // 2) Find the last assigned *eligible* owner (use IN (...))
+    const placeholders = userIds.map(() => '?').join(',');
+    const lastRow: Array<{ lead_owner: number }> = await this.dataSource.query(
+      `
+    SELECT lead_owner
+    FROM crm_lead
+    WHERE organization_id = ?
+      AND level_id = ?
+      AND level_type = ?
+      AND lead_owner IN (${placeholders})
+    ORDER BY created_date DESC
+    LIMIT 1
+    `,
+      [organization_id, Number(level_id), level_type, ...userIds],
+    );
+
+    const lastAssigned = lastRow.length ? Number(lastRow[0].lead_owner) : null;
+
+    // 3) Compute next user in round-robin
+    const lastIdx = lastAssigned != null ? userIds.indexOf(lastAssigned) : -1;
+    const nextIdx = (lastIdx + 1) % userIds.length;
+    const nextUser = userIds[nextIdx];
+
+    //4) Update lead owner in the lead table no need because we are updating lead owner in updateLeadOwner method
+    // await this.dataSource.query(
+    //   `
+    // UPDATE crm_lead
+    // SET lead_owner = ?
+    // WHERE organization_id = ?
+    //   AND level_id = ?
+    //   AND level_type = ?
+    //   AND lead_owner IS NULL
+    // ORDER BY created_date ASC
+    // LIMIT 1
+    // `,
+    //   [nextUser, organization_id, Number(level_id), level_type],
+    // );
+
+    console.log(`Assigning lead to user ID: ${nextUser}`);
+
+    const firstAction = actions[0];
+
+    // update lead owner status
+    await this.updateLeadOwner(
+      {
+        lead_id: mapped_entity_id,
+        lead_owner: nextUser,
+        stage_id: stage_id,
+        entity_type: mapped_entity_type,
+        action_id: firstAction.id,
+      },
+      loggedInUser,
+    );
+
+    // move task
+    await this.taskService.moveTask(loggedInUser, {
+      mapped_entity_type,
+      mapped_entity_id,
+      stage_id,
+      action_id: firstAction.id,
+    });
+
+    // if it has only one action then move next stage
+    if (actions.length == 1) {
+      console.log(
+        'Only one action present and it is owner assignment. Moving to next stage.',
+      );
+      await this.moveToNextStage(
+        mapped_entity_type,
+        mapped_entity_id,
+        loggedInUser,
+      );
+    }
+
+    return nextUser;
+  }
+}