[CLAUDE] Phase2: Form Engine MVP + docs (gotchas, skill, handoff)
Backend Forms:
- Domain/Forms: ContractTemplate (FormCode, Name, ContractType, FileName, StoragePath, Format, FieldSpec JSON, IsActive) + ContractClause
- EF config voi unique FormCode + query filter IsDeleted
- DbSets + IApplicationDbContext update
- Migration AddForms (bang 14 total)
- Packages: DocumentFormat.OpenXml 3.x + ClosedXML 0.105+
- Application/Forms:
- IFormRenderer interface + RenderResult record
- FormFeatures.cs: List/Get/Render CQRS
- IWebHostEnvironmentLocator (abstract IWebHostEnvironment)
- Infrastructure/Forms:
- DocxRenderer: OpenXml-based placeholder {{field}} replace, handle split runs (gom text tat ca <w:t> trong paragraph, replace, gan lai text dau + clear rest)
- XlsxRenderer: ClosedXML cell value replace
- FormRenderer router theo format docx/xlsx
- Api:
- FormsController: GET /templates (filter type, onlyActive), GET /templates/{id}, POST /templates/{id}/render (return file)
- WebHostEnvironmentLocator impl
- DbInitializer SeedContractTemplatesAsync: seed 8 template metadata, IsActive=true chi khi file ton tai
Templates vat ly:
- Copy 5 .docx/.xlsx tu FORM/ sang wwwroot/templates/
- 3 .doc (FO-002.02/03/06) chua convert: IsActive=false (Word COM bi stuck luc test, can retry voi DisplayAlerts=0 hoac LibreOffice)
- scripts/convert-doc-to-docx.ps1 (Word COM automation)
Frontend fe-admin:
- types/forms.ts: ContractTemplate + ContractTypeLabel
- pages/forms/FormsPage.tsx: list templates + Render dialog (paste JSON data → download .docx/.xlsx)
- Route /forms them vao App.tsx
Bug fix:
- SpaceProcessingModeValues namespace: wrap EnumValue<> full path
- SaveAs2($path, 16) thay vi SaveAs([ref], [ref]) — PowerShell type issue
- Word COM stuck: kill process, skip .doc cho MVP
Docs (theo yeu cau user):
- docs/gotchas.md MOI: 17 pitfalls nhom theo tech stack / EF Core / OpenXml / JSON / dev workflow
- .claude/skills/form-engine/SKILL.md: placeholder → full spec (algorithm + code pointers + API + limitations)
- .claude/skills/permission-matrix/SKILL.md: placeholder → full spec (BE policy + FE guard + seed + pitfalls)
- docs/HANDOFF.md MOI: brief 5 phut cho session sau (run quickstart + where we are + next steps + file tree + gotchas ref)
- docs/STATUS.md: update cumulative stats + next up Phase 3
- docs/changelog/migration-todos.md: tick Phase 2 iteration 1 items + add iteration 2 list
- docs/changelog/sessions/2026-04-21-1200-phase2-form-engine.md: session log
- CLAUDE.md root: them reference den gotchas + HANDOFF
E2E verified:
- GET /api/forms/templates (onlyActive=false) → 8 templates
- POST /api/forms/templates/{FO-002.05}/render voi data dict → HTTP 200 + file .docx 482KB (Microsoft Word 2007+ OK)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
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---
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name: permission-matrix
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description: Hệ thống phân quyền Role × MenuKey × CRUD. Sidebar gating, permission guard, seed default, reset password. Dùng khi debug access denied, gán role, menu không hiện.
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description: Hệ thống phân quyền Role × MenuKey × CRUD. Seed 12 menu + admin full. FE PermissionGuard + usePermission. BE AuthorizationHandler + 48 policy. Dùng khi debug access denied, gán role, menu không hiện.
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when-to-use:
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- "permission denied"
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- "access denied"
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- "menu không hiện"
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- "gán role cho user"
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- "reset password"
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- "seed permission"
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- "permission matrix edit"
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---
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# Permission Matrix Skill
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> **Phase 1 deliverable.** Hiện tại skill này là PLACEHOLDER.
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> **Status:** Phase 1 đợt 2 IMPLEMENTED.
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## Context
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## Model
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Pattern copy từ **NamGroup** skill `permission-system` nhưng đơn giản hóa:
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- 1 User có N Role
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- 1 Role có ma trận (MenuKey, CRUD flags) — `Permission` table
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- Không có per-user override (giữ đơn giản cho Phase 1)
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- Menu tree flat 2 cấp, hardcode `MenuKey`
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```
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User ────< UserRoles ────< Role ────< Permissions ────< MenuItem
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(RoleId, MenuKey, CRUD flags)
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```
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## Tech
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- 1 User có N Role (qua `AspNetUserRoles` rename → `UserRoles`)
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- 1 Role có N Permission (1 row per MenuKey × 4 CRUD flag)
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- Union (OR) nhiều role → user có quyền nếu **bất kỳ role nào** cho quyền đó
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- Admin role → **bypass** check (luôn pass mọi policy)
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- BE: `[Authorize(Policy = "Menu.Read")]` attribute
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- FE: `<PermissionGuard menuKey="Contracts" action="Update">` + `usePermission().can("Contracts", "Update")`
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- Resolution: API `/api/menus/me` trả về tree + permissions đã resolved theo user's roles
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## Menu tree (seed)
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## Code pointers (sẽ có sau Phase 1)
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12 menu trong `MenuKeys.All`:
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- `src/Backend/SolutionErp.Domain/Identity/Permission.cs`
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- `src/Backend/SolutionErp.Application/Permissions/Queries/GetMyMenuTreeQuery.cs`
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- `fe-admin/src/components/PermissionGuard.tsx`
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- `fe-admin/src/hooks/usePermission.ts`
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```
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Dashboard
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Master
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├── Suppliers
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├── Projects
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└── Departments
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Contracts
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Forms
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Reports
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System
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├── Users
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├── Roles
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└── Permissions
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```
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## Common pitfalls (dự kiến)
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Tree hierarchy qua `ParentKey` field. Seed trong `DbInitializer.SeedMenuTreeAsync`.
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- Quên refresh token sau khi admin update permission → user phải logout/login mới thấy
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- MenuKey hardcode dễ typo → tập trung vào file `src/lib/menuKeys.ts` (FE) + `MenuKeys.cs` (BE const)
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## Code pointers
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**Backend:**
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- `Domain/Identity/MenuKeys.cs` — const class, single source of truth
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- `Domain/Identity/MenuItem.cs` — entity (Key PK, Label, ParentKey, Order, Icon)
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- `Domain/Identity/Permission.cs` — entity (RoleId, MenuKey, 4 flag)
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- `Application/Permissions/Queries/GetMyMenuTree/GetMyMenuTreeQuery.cs` — resolve per-user, union OR, filter tree
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- `Application/Permissions/PermissionFeatures.cs` — list/upsert
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- `Api/Authorization/MenuPermissionRequirement.cs` + `MenuPermissionHandler.cs` — policy check
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- `Api/Program.cs` — register 48 policy `{menu}.{action}` trong AddAuthorization
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- `Infrastructure/Persistence/DbInitializer.cs` — `SeedMenuTreeAsync` + `SeedAdminPermissionsAsync`
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- `Api/Controllers/MenusController.cs`, `RolesController.cs`, `PermissionsController.cs`
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**Frontend (fe-admin):**
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- `src/lib/menuKeys.ts` — const mirror, cần **đồng bộ tay** với BE
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- `src/types/menu.ts` — MenuNode type
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- `src/hooks/usePermission.ts` — `can(menuKey, action)` helper
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- `src/components/PermissionGuard.tsx` — wrap button/content
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- `src/components/Layout.tsx` — render sidebar động từ AuthContext.menu
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- `src/pages/system/PermissionsPage.tsx` — ma trận edit UI
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- `src/contexts/AuthContext.tsx` — `loadMenu()` on login + localStorage cache
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## BE policy usage
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Register trong Program.cs:
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```csharp
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services.AddAuthorization(opts =>
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{
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foreach (var menu in MenuKeys.All)
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foreach (var action in MenuKeys.Actions)
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opts.AddPolicy($"{menu}.{action}", p =>
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p.Requirements.Add(new MenuPermissionRequirement(menu, action)));
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});
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services.AddScoped<IAuthorizationHandler, MenuPermissionHandler>();
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```
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Apply ở controller:
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```csharp
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[HttpPut("{id:guid}")]
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[Authorize(Policy = "Contracts.Update")]
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public async Task<IActionResult> Update(...) { }
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```
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## FE guard usage
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```tsx
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// Hook
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const { can } = usePermission()
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if (!can('Contracts', 'Update')) return null
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// Component wrap
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<PermissionGuard menuKey="Contracts" action="Update">
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<Button>Sửa</Button>
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</PermissionGuard>
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// Route guard
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<Route
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path="/system/permissions"
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element={
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<PermissionGuard menuKey="Permissions" action="Read" fallback={<Forbidden />}>
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<PermissionsPage />
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</PermissionGuard>
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}
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/>
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```
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## Workflow — gán quyền cho role mới
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1. Admin login → `/system/permissions`
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2. Chọn role (vd "CostControl")
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3. Tick checkbox trên matrix grid — mỗi lần tick tự động PUT `/api/permissions` upsert
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4. User thuộc role đó logout/login lại → thấy permission mới (menu refresh từ `/api/menus/me`)
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## Guard rules đã implement
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- **Admin bypass:** role `Admin` luôn pass mọi policy (kể cả chưa seed row Permission)
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- **Not user active:** `User.IsActive=false` → AuthorizationHandler return fail
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- **Self-demote protection:** admin đang edit không thể giảm quyền role Admin (check trong `UpsertPermissionCommandHandler`)
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## Common pitfalls
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- **Quên refresh menu sau update permission** → user thấy menu cũ. Giải pháp: logout/login, hoặc Phase 3 thêm SignalR push.
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- **MenuKey typo** — TS không check vì menu.key là string. Luôn dùng `MenuKeys.Contracts` const, không hardcode `"Contracts"`.
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- **FE cache menu trong localStorage** → sau user được assign role mới, FE thấy menu cũ. Login lại fix.
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- **Hai role conflict** (1 cho, 1 cấm): union OR → có ít nhất 1 role cho là được.
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- **403 ở API nhưng FE không hide button** → FE guard chỉ UX, BE phải là source of truth. Phải apply `[Authorize(Policy = "X.Y")]` ở controller.
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## Phase tiếp theo
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- **Phase 3:** SignalR notify khi permission đổi → FE tự refetch `/api/menus/me`
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- **Phase 4:** Per-user override (ngoài role) — thêm bảng `UserPermissionOverrides`
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- **Phase 4:** Invalidate JWT khi role đổi (rare event, nhưng secure)
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