[CLAUDE] Docs: Chunk E — chốt Session 21 turn 4 F1+F2+F3 PE Workflow advanced options (Mig 28)
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Update docs theo rule §6.5 KEEP narrative:

- `docs/database/schema-diagram.md §14` title "Mig 22-28, S17-21" + thêm 6
  column Allow* inline trong Core ApprovalWorkflows block (inline comment
  F1/F2/F3 mapping). Bonus: 3 bảng (Steps + Levels) unchanged.

- `docs/STATUS.md` Last updated S21 t4 + count 27→28 mig (Mig 28 advanced
  options 6 column). UAT defer test count unchanged 84 (test-after-uat candidate
  bundle Plan C carry).

- `docs/HANDOFF.md` Insert TL;DR S21 t4 đầy đủ (trước S21 t3):
  - Q&A clarify 2 lượt chốt scope (F1 cả 2 mode admin, F1 Assignee runtime,
    F2 chỉ Cấp cuối, F3 Section 2 only, F2+F3 admin tick, F3 mọi approver
    active, test-after UAT)
  - 5 chunk narrative đầy đủ A schema → B BE → C FE Admin → D FE eOffice → E Docs
  - Pattern reusable: backward-compat option flags, boundary helper extension
  - State table cumulative + pending Plan C test-after catch-up

- NEW session log `docs/changelog/sessions/2026-05-13-1200-s21-turn4-pe-workflow-advanced-options.md`:
  - Trigger + Q&A 2 lượt
  - 5 chunk narrative chi tiết với code snippets
  - Pattern reusable 5 lessons learned
  - References file paths + spec context

Stats cumulative S21 t4:
- 28 mig (+1) · 59 tables · ~143 endpoints (+1) · 34 FE pages · 84 test pass
  (UAT defer test-after §7) · 45 gotcha unchanged · 17 memory · 6 skills
- 5 commits S21 t4 cumulative ready push remote

Pending: bro confirm push `0a3b747..HEAD` 8 commits ahead (S21 t3 + S21 t4).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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# Session 21 turn 4 — 2026-05-13 12:00 — PE Workflow advanced options (F1+F2+F3, Mig 28)
**Dev:** Claude Opus 4.7 1M Max (em main solo — 3 feature multi-layer Implementer REFUSE per cross-stack reasoning chain rule)
**Duration:** ~3h (clarify Q&A 2 lượt + 5 chunk implement + verify build cả 2 app mỗi chunk)
**Base commit:** `6d30ba4` (S21 t3 fix gotcha #45 Chunk C Docs)
**Commits này turn:** `0294693` (A schema) → `c56024b` (B BE) → `a508564` (C FE Admin) → `d27caaf` (D FE eOffice) → this (E Docs)
## Trigger
User chốt 3 tính năng mới trong "Quy trình duyệt NCC":
1. **F1** — 4 mode Trả lại trong workflow (admin stick per workflow):
- Cho trả về 1 bậc trước đó
- Cho trả về người chỉ định
- Trả về người soạn thảo
- Workflow tick stick mode nào enabled → user eOffice dropdown chỉ hiện mode đó
2. **F2** — Drafter chọn "Gửi duyệt thẳng cấp" (vd skip → CEO):
- "Các bước này đều ghi nhận vào quy trình duyệt phiếu"
3. **F3** — Approver chỉnh sửa phiếu (Section 2 chi tiết):
- "lưu vào lịch sử chỉnh sửa luôn"
## Clarify Q&A (2 lượt AskUserQuestion)
### Lượt 1 — Schema + UX scope:
| Câu | User chốt |
|---|---|
| F1 "Trả về 1 bậc trước đó" nghĩa là gì? | **Cả 2 mode (admin chọn)** — 1 Cấp + 1 Bước stick độc lập |
| F1 "Người chỉ định" nguồn từ đâu? | **Approver pick runtime** — dropdown từ list NV đã ký (PeLevelOpinions) |
| F2 skip scope | **Chỉ skip tới Level cuối (CEO)** — Dropdown 2 option |
| F3 edit scope | **Section 2 (Hạng mục + NCC + Báo giá)** — KHÔNG đụng Header, KHÔNG reset workflow |
### Lượt 2 — Behavior + admin enable:
| Câu | User chốt |
|---|---|
| 3 mode Trả lại behavior | **Giữ ChoDuyet, lùi pointer** (peer review chain). Mode Drafter giữ Phase=TraLai S17 |
| F2+F3 admin enable | **Cả 2 cần admin tick** per workflow (audit nghiêm) |
| F3 approver perm | **Mọi approver Cấp đang active** (currentLevel match) |
| Test timing | **Test-after UAT default Phase 9** (skip dotnet test mỗi chunk, npm build × 2 app) |
## Chunk A — Schema + Migration 28 (`0294693`)
### Domain `ApprovalWorkflow.cs` +6 bool
```csharp
public bool AllowReturnOneLevel { get; set; } // F1 mode 1
public bool AllowReturnOneStep { get; set; } // F1 mode 2
public bool AllowReturnToAssignee { get; set; } // F1 mode 3
public bool AllowReturnToDrafter { get; set; } = true; // F1 mode 4 (backward compat S17)
public bool AllowDrafterSkipToFinal { get; set; } // F2
public bool AllowApproverEditDetails { get; set; } // F3
```
### EF config `ApprovalWorkflowConfiguration`
```csharp
e.Property(x => x.AllowReturnOneLevel).HasDefaultValue(false);
// ... 4 more false ...
e.Property(x => x.AllowReturnToDrafter).HasDefaultValue(true); // backfill rows cũ
```
### Migration 28 `AddAdvancedOptionsToApprovalWorkflows`
- 6 AddColumn bit NOT NULL DEFAULT 0/1
- 3-file rule complete (mig.cs + Designer.cs + Snapshot.cs)
- Apply LocalDB Dev + Design success
## Chunk B — BE Service + handlers + DTOs (`c56024b`)
### Service signature extend (backward compat)
```csharp
public async Task TransitionAsync(
PurchaseEvaluation evaluation,
PurchaseEvaluationPhase targetPhase,
Guid? actorUserId,
IReadOnlyList<string> actorRoles,
ApprovalDecision decision,
string? comment,
WorkflowReturnMode? returnMode = null, // ← NEW
Guid? returnTargetUserId = null, // ← NEW
bool skipToFinal = false, // ← NEW
CancellationToken ct = default)
```
`WorkflowReturnMode` enum: OneLevel=1, OneStep=2, Assignee=3, Drafter=4.
### REJECT branch extend với `ApplyReturnModeAsync`
```csharp
// Inside REJECT branch (line 51+)
var effectiveMode = returnMode ?? WorkflowReturnMode.Drafter;
var returnSummary = await ApplyReturnModeAsync(
evaluation, effectiveMode, returnTargetUserId, isAdmin, ct);
comment = $"{comment} [{returnSummary}]";
```
Helper `ApplyReturnModeAsync` switch 4 mode:
```csharp
// OneLevel — lùi 1 Cấp trong cùng Step. Bước 1 Cấp 1 → fallback Drafter.
if (curLevel > 1) {
evaluation.CurrentApprovalLevelOrder = curLevel - 1;
summary = $"Trả về Cấp {curLevel - 1}";
}
else if (curStepIdx > 0) {
var prevStep = stepsOrdered[curStepIdx - 1];
evaluation.CurrentWorkflowStepIndex = curStepIdx - 1;
evaluation.CurrentApprovalLevelOrder = prevStep.Levels.Max(l => l.Order);
summary = $"Trả về Bước {prevStep.Order} Cấp {maxLevel} (Bước trước)";
}
else { /* fallback Drafter */ }
// OneStep — lùi sang Bước trước, set Level = max của Bước đó. Bước 1 → fallback.
// Assignee — tìm Step+Level match returnTargetUserId trong workflow.
// Drafter — Phase=TraLai clear pointer (S17 backward compat).
```
3 mode đầu giữ Phase=ChoDuyet + reset SLA 7d. Admin bypass workflow.Allow* flag check.
### DRAFTER trình branch extend với F2
```csharp
if (skipToFinal && evaluation.ApprovalWorkflowId is Guid skipAwId) {
// Workflow.AllowDrafterSkipToFinal required (non-admin)
if (!wfSkip.AllowDrafterSkipToFinal)
throw new ConflictException("Workflow không bật mode 'Gửi thẳng Cấp cuối'.");
evaluation.CurrentWorkflowStepIndex = wfSkip.Steps.Count - 1; // 0-based last
evaluation.CurrentApprovalLevelOrder = finalStep.Levels.Max(l => l.Order);
comment = $"{comment} [Drafter gửi thẳng Cấp cuối — skip Bước/Cấp trung gian]";
}
```
### Helper edit guard `EnsureEditableForDetailsAsync` (PurchaseEvaluationDraftGuard class)
```csharp
public static async Task<PurchaseEvaluation> EnsureEditableForDetailsAsync(
IApplicationDbContext db, Guid id, ICurrentUser currentUser, CancellationToken ct)
{
var pe = await db.PurchaseEvaluations.FirstOrDefaultAsync(...);
// Drafter scope — bypass current Controller [Authorize] handles role
if (pe.Phase == DangSoanThao || pe.Phase == TraLai) return pe;
// F3 Approver scope (Mig 28) — chỉ ChoDuyet
if (pe.Phase == ChoDuyet && currentUser.UserId is Guid actorUserId) {
if (currentUser.Roles.Contains(Admin)) return pe; // bypass
var workflow = await db.ApprovalWorkflows.Include(w => w.Steps)...
if (!workflow.AllowApproverEditDetails)
throw new ConflictException("Workflow không bật mode...");
var level = step.Levels.FirstOrDefault(lv => lv.Order == levelOrder);
if (level.ApproverUserId != actorUserId)
throw new ForbiddenException("Chỉ NV phụ trách Bước X / Cấp Y...");
return pe;
}
throw new ConflictException($"Phiếu PE ở Phase={pe.Phase}, không thể chỉnh sửa.");
}
```
### 8 handler switch + audit changelog
- `PurchaseEvaluationDetailFeatures.cs`: Add/Update/Delete + Quote Upsert/Delete (5)
- `PurchaseEvaluationSupplierFeatures.cs`: Add/Update/Remove (3) — **bonus security fix**: trước đây Supplier handlers HOÀN TOÀN KHÔNG có phase guard!
Update/Delete handlers trước đây silent → thêm changelog `PhaseAtChange + UserId + Summary` (append `[Approver edit khi đang duyệt]` khi phase=ChoDuyet).
### Command DTO + DTOs extend
- `TransitionPurchaseEvaluationCommand` +3 optional field + Validator
- `ApprovalWorkflowOptionsDto` NEW sub-record (6 Allow* flag)
- `PurchaseEvaluationDetailBundleDto` +WorkflowOptions field (null nếu V1 legacy)
- `AwDefinitionDto` +6 Allow* (admin Designer GET)
- `CreateAwDefinitionCommand` +6 Allow* param (admin Designer POST)
### Verify
- `dotnet build SolutionErp.slnx` → 0 err, 2 warn pre-existing DocxRenderer
- 3 regression test gotcha #45 vẫn PASS (signature backward compat)
## Chunk C — FE Admin Designer (`a508564`)
### `ApprovalWorkflowsV2Page.tsx` Section "Cấu hình nâng cao" 6 checkbox
Container amber-50/30 + border distinct với Steps. 3 sub-group:
1. **Mode Trả lại** (4 checkbox):
- ☐ Trả về 1 Cấp trước (peer review chain trong cùng Bước)
- ☐ Trả về 1 Bước trước (Cấp cuối Bước trước nhận lại)
- ☐ Trả về Người chỉ định (pick runtime từ NV đã ký)
- ☑ Trả về Người soạn thảo (default checked = backward compat S17)
2. **Drafter gửi duyệt** (1 checkbox):
- ☐ Cho phép Drafter gửi thẳng Cấp cuối
3. **Approver chỉnh sửa phiếu** (1 checkbox):
- ☐ Cho phép Approver chỉnh sửa Section 2 (Hạng mục + NCC + Báo giá)
DTO types + state defaults từ cloneFrom (giữ config version trước) hoặc S17 fallback. POST body propagate.
fe-user KHÔNG mirror (Designer admin-only).
## Chunk D — FE eOffice (`d27caaf`) mirror 2 app
### Types `purchaseEvaluation.ts`
```typescript
export type ApprovalWorkflowOptions = {
allowReturnOneLevel: boolean
// ... 5 more
}
export const WorkflowReturnMode = {
OneLevel: 1, OneStep: 2, Assignee: 3, Drafter: 4,
} as const
export type PeDetailBundle = {
// ...
workflowOptions: ApprovalWorkflowOptions | null
}
```
### `PeWorkflowPanel.tsx` F1 Trả lại radio picker
State `returnMode` + `returnTargetUserId`. Dialog render 1-4 radio mode enabled theo `wfOptions.Allow*`. Assignee mode → submodal Select pick từ `evaluation.levelOpinions` (NV đã ký, dedupe by userId).
Banner amber rounded dưới mô tả hành vi mode chọn:
- Drafter: "Phiếu sẽ về 'Trả lại'. Drafter có thể sửa rồi trình lại từ Cấp 1 Bước 1."
- Assignee: "Phiếu sẽ về Cấp/Bước của NV đã chọn..."
- OneLevel/OneStep: "Phiếu sẽ lùi pointer (vẫn 'Đã gửi duyệt')..."
Mutation payload +`returnMode` +`returnTargetUserId` khi `isTraLaiAction`.
### `PeDetailTabs.tsx` F2 Drafter skip
State `skipToFinal` + `allowSkipToFinal` từ workflowOptions. submitForApproval mutationFn accept `opts.skipToFinal`. Workspace action bar: checkbox violet conditional. Confirm dialog message + button label dynamic.
### `PeDetailTabs.tsx` F3 Approver edit Section 2
useAuth import + compute `approverEditMode`:
```typescript
const approverEditMode = evaluation.phase === ChoDuyet
&& (evaluation.workflowOptions?.allowApproverEditDetails ?? false)
&& actorMatchesLevel // isAdmin || actor.id in currentApproval.approvers
const itemsReadOnly = readOnly && !approverEditMode
```
Banner violet "ⓘ Bạn được phép chỉnh sửa..." khi approverEditMode + readOnly (Duyệt menu).
InfoTab / NccSelectorRow / BudgetFieldRow GIỮ strict isEditablePhase (Header + Section 3 KHÔNG trong F3 scope).
### Verify
- `npm run build × 2 app` pass (fe-user 7.52s + fe-admin 499ms cached)
- 0 TS6 err, warning chunk size pre-existing
## Chunk E — Docs (this commit)
- `docs/database/schema-diagram.md §14` title "Mig 22-28, S17-21" + thêm 6 column Allow* trong Core block với inline comment F1/F2/F3
- `docs/STATUS.md` Last updated S21 t4 + count 27→28 mig + UAT defer test count unchanged
- `docs/HANDOFF.md` TL;DR S21 t4 đầy đủ (5 chunk narrative + Q&A + pattern reusable)
- Session log file này
## Stats cumulative S21 t4
| Metric | Trước (S21 t3) | Sau (S21 t4) | Δ |
|---|---|---|---|
| DB tables | 59 | 59 | 0 |
| **Migrations** | 27 | **28** | **+1** (Mig 28) |
| Endpoints | ~142 | ~143 | +1 (transitions body extend) |
| FE pages | 34 | 34 | 0 (Designer extend) |
| **Unit tests** | 84 | **84** | 0 (UAT defer test-after §7) |
| Gotchas | 45 | 45 | 0 |
| Memory entries | 17 | 17 | 0 |
| Skills | 6 | 6 | 0 |
| Sub-agents | 4 seeds-only | 4 seeds-only | 0 |
| Commits S21 t4 | — | **5** | `0294693``c56024b``a508564``d27caaf` → this |
## Lessons learned
1. **Backward-compat option pattern.** Thêm 6 cột mới với 1 cột default TRUE (AllowReturnToDrafter S17 fallback) + 5 cột default FALSE (admin opt-in) → workflow cũ chạy đúng sau deploy, không breaking change. Pattern reusable cho future feature flags.
2. **Boundary helper pattern** (extension thay vì rewrite). Helper cũ `EnsureDraftAsync` strict DangSoanThao only → thêm helper mới `EnsureEditableForDetailsAsync` accept thêm Approver scope. KHÔNG rename + KHÔNG break cũ → coexistence safe. 8 handler switch cleanly.
3. **Multi-agent decision tree áp đúng**. 3 feature multi-layer (Domain + Mig + Service + 8 handler + 2 FE app + 4 DTO file) — tightly coupled reasoning chain → Implementer REFUSE per Cognition "writes single-threaded". Em main solo decision đúng, KHÔNG split tránh agent thrash.
4. **Per-chunk discipline (5 chunk A-E)** mặc dù big-feature multi-layer >1000 LOC. Mỗi chunk verify build pass trước commit → rollback dễ nếu fail. Audit trail commit history rõ ràng cho future debug.
5. **Test-after UAT default Phase 9** chấp nhận được khi feature nhánh enable mới (admin opt-in). Test-before BẮT BUỘC chỉ cho bug fix (gotcha #45 S21 t3 đã làm). Cảnh báo carry: Plan C test-after candidate cumulative ngày càng nhiều — cần dedicated commit "Test catch-up S21 t1-t4" sau UAT ổn.
## Handoff
- ✅ Chunk A `0294693` BE schema + Mig 28 committed local
- ✅ Chunk B `c56024b` BE Service + handlers + DTOs committed local
- ✅ Chunk C `a508564` FE Admin Designer committed local
- ✅ Chunk D `d27caaf` FE eOffice mirror 2 app committed local
- ✅ Chunk E (this) — Docs commit sau khi save session log
-**PENDING bro confirm push remote**`git push origin main` 8 commit ahead `0a3b747..HEAD` (S21 t3 fix gotcha #45 + S21 t4 F1+F2+F3)
User next action expected: UAT test 3 feature mới trong env Prod hoặc local. Sau UAT 2-3 lần ổn → Plan C bundle test-after catch up.
## References
- BE Service: `src/Backend/SolutionErp.Infrastructure/Services/PurchaseEvaluationWorkflowService.cs`
- BE entity: `src/Backend/SolutionErp.Domain/ApprovalWorkflowsV2/ApprovalWorkflow.cs`
- BE handlers: `src/Backend/SolutionErp.Application/PurchaseEvaluations/{PurchaseEvaluationFeatures, PurchaseEvaluationDetailFeatures, PurchaseEvaluationSupplierFeatures}.cs`
- Mig 28: `src/Backend/SolutionErp.Infrastructure/Persistence/Migrations/20260513114505_AddAdvancedOptionsToApprovalWorkflows.cs`
- FE Admin Designer: `fe-admin/src/pages/system/ApprovalWorkflowsV2Page.tsx`
- FE eOffice × 2 app: `{fe-admin,fe-user}/src/components/pe/PeWorkflowPanel.tsx` + `PeDetailTabs.tsx` + `types/purchaseEvaluation.ts`
- Spec context: gotcha #45 S21 t3 BE guard payload mismatch + Session 17 spec 5 trạng thái
- Rules: §3.9 mirror 2 FE, §6.5 KEEP narrative, §7 test timing, `feedback_uat_skip_verify`, `feedback_per_chunk_commit`