Problem:
- After wizard form submission, need to wait for claim data from n8n
- Claim data comes via Redis channel claim:plan:{session_token}
- Need to display confirmation form with claim data
Solution:
1. Backend: Added SSE endpoint /api/v1/claim-plan/{session_token}
- Subscribes to Redis channel claim:plan:{session_token}
- Streams claim data from n8n to frontend
- Handles timeouts and errors gracefully
2. Frontend: Added subscription to claim:plan channel
- StepWizardPlan: After form submission, subscribes to SSE
- Waits for claim_plan_ready event
- Shows loading message while waiting
- On success: saves claimPlanData and shows confirmation step
3. New component: StepClaimConfirmation
- Displays claim confirmation form in iframe
- Receives claimPlanData from parent
- Generates HTML form (placeholder - should call n8n for real HTML)
- Handles confirmation/cancellation via postMessage
4. ClaimForm: Added conditional step for confirmation
- Shows StepClaimConfirmation when showClaimConfirmation=true
- Step appears after StepWizardPlan
- Only visible when claimPlanData is available
Flow:
1. User fills wizard form → submits
2. Form data sent to n8n via /api/v1/claims/wizard
3. Frontend subscribes to SSE /api/v1/claim-plan/{session_token}
4. n8n processes data → publishes to Redis claim:plan:{session_token}
5. Backend receives → streams to frontend via SSE
6. Frontend receives → shows StepClaimConfirmation
7. User confirms → proceeds to next step
Files:
- backend/app/api/events.py: Added stream_claim_plan endpoint
- frontend/src/components/form/StepWizardPlan.tsx: Added subscribeToClaimPlan
- frontend/src/components/form/StepClaimConfirmation.tsx: New component
- frontend/src/pages/ClaimForm.tsx: Added confirmation step to steps array
Database changes:
- Add unified_id, contact_id, phone columns to clpr_claims table
- Create indexes for fast lookup by these fields
- Migrate existing data from payload to new columns
- SQL migration: docs/SQL_ALTER_CLPR_CLAIMS_ADD_FIELDS.sql
SQL improvements:
- Simplify claimsave query: remove complex claim_lookup logic
- Use UPSERT (INSERT ON CONFLICT) with known claim_id
- Always return claim (fix NULL issue)
- Store unified_id, contact_id, phone directly in table columns
- SQL: docs/SQL_CLAIMSAVE_UPSERT_SIMPLE.sql
Workflow enhancements:
- Add branch for form submissions WITHOUT files
- Create 6 new nodes: extract, prepare, save, redis, respond
- Separate flow for has_files=false in IF node
- Instructions: docs/N8N_FORM_GET_NO_FILES_INSTRUCTIONS.md
- Node config: docs/N8N_FORM_GET_NO_FILES_BRANCH.json
Migration stats:
- Total claims: 81
- With unified_id: 77
- Migrated from payload: 2
Next steps:
1. Add 6 nodes to n8n workflow form_get (ID: 8ZVMTsuH7Cmw7snw)
2. Connect TRUE branch of IF node to extract_webhook_data_no_files
3. Test form submission without files
4. Verify PostgreSQL save and Redis event
