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solution-erp/docs/HANDOFF.md
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[CLAUDE] Docs: chốt session 2026-04-23 chiều — toolkit + 4-bảng + master + roles VN
11 commit feature work (b75448eae59cfe) → docs sync.

## STATUS.md

- Last updated 2026-04-23 16:00
- Phase header: Tier 3 + 4-bảng + master catalogs + roles VN
- 7 Recently Done row mới (3-panel layout, 4-bảng overhaul, Thao tác
  2-panel, Mã HĐ gen Create, master catalogs, roles VN demo users)
- Cumulative table thêm cột "+Toolkit/Catalogs/Roles" (DB 36, endpoints
  ~80, migrations 11, commits ~47)
- Session log link mới
- Skill list count = 13 file

## HANDOFF.md

- TL;DR cập nhật: 36 tables, 80 endpoints, 11 migrations
- Phase table thêm 5 row Done (3-panel, 4-bảng, mã HĐ, master, roles)
- Git state 18 commit gần nhất
- Credentials block thêm 13 demo user (User@123456) — warn rotate trước UAT

## migration-todos.md

Section "Session 2026-04-23 (chiều)" với 14 ticked checkbox + commit refs.

## schema-diagram.md

- Header: 24 → 36 bảng
- Migration table thêm row 9-11 (highlighted)
- Section 8bis mới: chi tiết 7 Details + ContractChangelogs + 4 Catalogs +
  Role.ShortName + User.DepartmentId/Position

## Session log mới

`docs/changelog/sessions/2026-04-23-1500-toolkit-data-roles.md` (~270
dòng) — outcome A→I, stats cumulative, 6 architectural decisions, next
session priority.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 14:39:48 +07:00

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# HANDOFF — Brief 5 phút cho session tiếp theo
**Last updated:** 2026-04-23 16:00 (post-toolkit + 4-bảng overhaul + master data + roles VN)
## TL;DR
Tier 3 ERP + **4-bảng overhaul** (Header/Details/Workflow/Changelog) + **4 master catalogs** (Units/Materials/Services/WorkItems) + **Roles VN labels (ShortName)** + 13 demo users. Prod 3 domain live, 36 DB tables, ~80 endpoints, 11 migrations. **Còn lại chủ yếu là UAT + SMTP + rotate creds**.
## ⭐ Skills (.claude/skills/) — PHẢI dùng khi task khớp
| Domain (3) | Ops (3) |
|---|---|
| `contract-workflow` — state machine + versioned WF | `dependency-audit-erp` — npm/dotnet CVE scan |
| `form-engine` — render docx/xlsx + PDF | `ef-core-migration` — EF migration + 3-file rule |
| `permission-matrix` — role × menu × CRUD | `iis-deploy-runbook` — 3 site IIS + win-acme + runner |
**Audit cron:** `0 9 1 * *` (9:00 AM ngày 1 mỗi tháng). Workflow: `docs/rules.md §9.4`. Lần kế: **2026-05-01**.
**Quy tắc:** KHÔNG bulk-clone repo skill 3rd party. Chỉ skill PROJECT-SPECIFIC. Đầy đủ: `docs/rules.md §9`.
## Ở đâu rồi?
| Phase | Trạng thái |
|---|---|
| 0 Draft | ✅ Done |
| 1 Alpha Core (foundation + đợt 2 CRUD + Permission) | ✅ Done |
| 2 Form Engine MVP + iter 2 (upload UI + .doc auto-convert + PDF export) | ✅ Done |
| 3 Workflow MVP (9 phase + code gen) + iter 2 (SLA job + attachment + notify) | ✅ Done |
| 4 Report MVP (Dashboard + Excel) + user-specific dashboard | ✅ Done |
| 5 Prep + 5.1 Security + Users Mgmt | ✅ Done |
| **5 Deploy prod** (3 domain HTTPS live) | ✅ Done |
| **Tier 3 (Attach + Realtime + Form builder + PDF + Versioned WF + Nested menu + Permission 3-panel)** | ✅ Done |
| **Skill governance** (6 skill project-level + audit cron 1/tháng) | ✅ Done |
| **3-panel List/Inbox/Thao tác + sidebar accordion + UserDashboard** | ✅ Done |
| **4-bảng data model** (Header + 7 Details + Workflow + Changelog audit) | ✅ Done |
| **Mã HĐ gen tại Create + backfill legacy** | ✅ Done |
| **4 master catalogs** (Units/Materials/Services/WorkItems) + datalist autocomplete | ✅ Done |
| **Roles VN labels (ShortName)** + Users dept/position + 13 demo users | ✅ Done |
| 6+ Post-launch (E-signature, Bravo/SAP, Mobile, AI) | 📝 Future |
## Run nhanh
```powershell
# Terminal 1 — API (auto seed 12 role + 9 dept + 5 supplier + 3 project + 8 template + 7 workflow definition + 28 ContractType menu + 7 workflow menu)
dotnet run --project src\Backend\SolutionErp.Api
# Terminal 2 — Admin FE
cd fe-admin && npm run dev # → http://localhost:8082
# Terminal 3 — User FE
cd fe-user && npm run dev # → http://localhost:8080
```
Login: `admin@solutionerp.local` / `Admin@123456`
## Quick sanity-check
**Admin (:8082):**
- `/dashboard` → "Của tôi" row 4 card + KPI cards + charts
- `/contracts` → list toàn bộ, filter phase/supplier/project
- `/contracts/new?type=5` → tạo HĐ Mua bán, pre-select type từ URL
- `/contracts/{id}` → timeline + action dialog + attachments drag-drop + WorkflowSummaryCard
- `/system/workflows` → 7-card landing (Thầu phụ/Giao khoán/NCC/Dịch vụ/Mua bán/NguyenTacNcc/NguyenTacDv)
- `/system/workflows/MuaBan` → DefinitionCard active + history + "Tạo phiên bản mới" modal với Steps + Approvers (+Role / +User)
- `/system/permissions` → 3-panel layout (Role list | Menu×CRUD matrix | Granted stats)
- `/system/users` → Users CRUD + assign roles
- `/forms` → upload .docx/.xlsx + render dialog Form↔JSON + Tải PDF
**User (:8080):**
- `/inbox?type=5` → HĐ Mua bán chờ role mình
- `/my-contracts?type=2` → HĐ Thầu phụ của tôi
- `/contracts/new?type=3` → tạo HĐ NCC
- Sidebar nested: 📄 Hợp đồng → expand 7 type → expand "HĐ Mua bán" → Danh sách / Thao tác / Duyệt
**Realtime check:**
- Login 2 tab (admin + user) → user tạo comment / transition → admin nhận toast + bell +1
## Cần làm kế tiếp
### A. Hard blockers (chờ user / ops)
1. **UAT thật 1 tuần với 2-3 user** — hard requirement từ roadmap. Kiến nghị:
- User A: Drafter (QS/NV.PB) — tạo 3 HĐ mỗi type, đi hết 9 phase
- User B: CCM — duyệt phase 6
- User C: BOD — duyệt phase 7
- Ghi bug / friction / đề xuất → backlog iter 2
2. **SMTP config** để bật Email outbox:
```json
"Email": {
"Host": "smtp.gmail.com",
"Port": 587,
"Username": "...",
"Password": "...",
"From": "noreply@solutionerp.local"
}
```
Khi có → thêm `MailKit`, `IEmailSender`, hook vào `NotificationService.CreateAsync` ngay trước khi enqueue realtime push.
3. **Rotate credentials** — SA SQL password, vrapp password, JWT secret prod, Gitea runner registration token
4. **Schedule SQL backup** — `schtasks /create /tn "SolutionErp Backup" /tr "powershell -File C:\...\scripts\backup-sql.ps1" /sc DAILY /st 03:00`
### A1. Định kỳ — Skill audit
**Cadence:** Mỗi đầu tháng (4 tuần). Lần audit kế tiếp: **2026-05-01**.
Workflow xem `docs/rules.md §9.4`. Tóm tắt:
1. Cross-check 6 skill hiện có với STATUS / gotchas / migration-todos
2. Check repo nguồn 3rd party (alirezarezvani/claude-skills) có gì mới
3. Update / archive / add skill nếu cần
4. Log vào `docs/changelog/skill-audit-2026-05.md`
Trigger: user nói "audit skill" hoặc tự chạy đầu Phase mới.
### B. Polish iterations (optional — khi UAT phát sinh)
- **Roles CRUD** — admin tạo custom role ngoài 12 hardcoded (`Domain.Identity.AppRoles`)
- **User-kind approver runtime** — data model `WorkflowStepApprover.Kind=User` + `AssignmentValue=userId` đã có, chỉ cần:
```csharp
// ContractWorkflowService.TransitionAsync (bổ sung):
var userApprovers = step.Approvers.Where(a => a.Kind == ApproverKind.User)
.Select(a => Guid.Parse(a.AssignmentValue));
if (userApprovers.Any() && !userApprovers.Contains(actorUserId))
throw new ForbiddenException();
```
- **Grant `Workflows.Read` cho non-admin role** trong PermissionsPage → menu Wf_* auto-visible (inheritance đã có)
- **Warning notification 20% SLA** — job emit khi `SlaDeadline - now < sla * 0.2 && !SlaWarningSent`, set flag
- **Reject → DangSoanThao E2E test** với 3 role khác nhau
- **Deps scan CI** — `dotnet list package --vulnerable` + `npm audit --audit-level=high`
### C. Non-goals / parked
- E-signature (VNPT CA / FPT CA) — Phase 6
- Bravo/SAP import NCC — Phase 6
- Mobile app — Phase 6
- AI OCR scan HĐ — Phase 6+
## Lưu ý kỹ thuật quan trọng
**Đọc [`gotchas.md`](gotchas.md) (26 bẫy) trước khi:**
- Thêm package mới → .NET 10 compat (MediatR 14 fail → dùng 12.4.1)
- Debug TS enum error → dùng const-object pattern (`erasableSyntaxOnly`)
- Expression tree lỗi → tách switch ra ngoài LINQ
- Deploy Windows Feature (WebSockets, etc.) → unlock section ở applicationHost (gotcha #25)
- Workflow transition 403 → check `Contract.WorkflowDefinitionId` pin đúng không
- Migration lỗi → 3 file đầy đủ (Designer + Migration + Snapshot)
## Versioned workflow — quick reference
```
Contract.WorkflowDefinitionId (nullable Guid FK)
→ pin tại `CreateContractCommandHandler` = WorkflowDefinitions.Single(d => d.ContractType == c.Type && d.IsActive)
→ ContractWorkflowService.LoadAsync(contractId):
if contract.WorkflowDefinitionId != null:
def = db.WorkflowDefinitions.Include(Steps.Approvers).First(wfId)
return WorkflowPolicyRegistry.FromDefinition(def)
else if admin override ở WorkflowTypeAssignments:
return Registry.ByName(override.PolicyName)
else:
return Registry.For(contract.Type) // hardcoded Standard/SkipCcm
Admin tạo version mới:
POST /api/workflows
body: { code, name, contractType, steps: [{ order, phase, name, slaDays, approvers: [{ kind, assignmentValue }] }] }
→ auto increment Version = max(Version where Code==code) + 1
→ deactivate old IsActive trong cùng ContractType (atomic)
→ HĐ cũ ĐÃ PIN WorkflowDefinitionId = old Id → vẫn chạy policy cũ ✓
```
Invariants:
- `UNIQUE (Code, Version)` per WorkflowDefinitions
- **Chỉ 1 IsActive=true per ContractType** tại 1 thời điểm
- `Contract.WorkflowDefinitionId` KHÔNG cascade khi xóa WorkflowDefinition → protect history
## File đang active (hiện trạng)
```
SOLUTION_ERP/
├── src/Backend/ (Clean Arch, 4 project, .NET 10)
│ ├── SolutionErp.Domain/
│ │ ├── Common/ BaseEntity, AuditableEntity
│ │ ├── Contracts/ ContractType, ContractPhase, ApprovalDecision,
│ │ │ Contract (+WorkflowDefinitionId), ContractApproval,
│ │ │ ContractComment, ContractAttachment, ContractCodeSequence,
│ │ │ **WorkflowPolicy** (record + registry + FromDefinition),
│ │ │ **WorkflowDefinition** (Code+Version+IsActive+ContractType),
│ │ │ **WorkflowStep** (Order+Phase+Name+SlaDays),
│ │ │ **WorkflowStepApprover** (Kind=Role|User, AssignmentValue),
│ │ │ **WorkflowTypeAssignment** (admin override legacy)
│ │ ├── Forms/ ContractTemplate (+FieldSpec JSON), ContractClause
│ │ ├── Identity/ User, Role, MenuItem, Permission, AppRoles,
│ │ │ **MenuKeys** (+ContractTypeCodes, ContractTypeGroup/List/Create/Pending helpers, WorkflowTypeLeaf)
│ │ ├── Master/ Supplier (+SupplierType), Project, Department
│ │ └── Notifications/ **Notification** (+NotificationType enum)
│ ├── SolutionErp.Application/
│ │ ├── Auth/ Login, Refresh, Me
│ │ ├── Common/
│ │ │ └── Interfaces/ IApplicationDbContext, ICurrentUser, IDateTime,
│ │ │ IJwtTokenService, **IFileStorage**, **IDocumentConverter**,
│ │ │ **IRealtimeNotifier**, **INotificationService**
│ │ ├── Contracts/ ContractFeatures, IContractWorkflowService,
│ │ │ **ContractAttachmentFeatures** (Upload/Download/Delete CQRS),
│ │ │ **WorkflowAdminFeatures** (Overview + CreateNewVersion)
│ │ ├── Forms/ FormFeatures (List/Get/Render/**Upload/Update/Delete/ExportPdf**)
│ │ ├── Master/ Suppliers, Projects, Departments CQRS
│ │ ├── **Notifications/** NotificationFeatures (List/UnreadCount/MarkRead/MarkAllRead)
│ │ ├── Permissions/ GetMyMenuTree (**+inherit Contracts/Workflows**)
│ │ └── Reports/ DashboardStats, ExportToExcel, **MyDashboard**
│ ├── SolutionErp.Infrastructure/
│ │ ├── Forms/ DocxRenderer, XlsxRenderer, FormRenderer,
│ │ │ **LibreOfficeDocumentConverter**
│ │ ├── Identity/ JwtSettings, JwtTokenService
│ │ ├── Persistence/
│ │ │ ├── Interceptors/ AuditingInterceptor, **NotificationPushInterceptor**
│ │ │ └── Migrations/ 8 migrations
│ │ ├── Reports/ ContractExcelExporter
│ │ ├── **Storage/** LocalFileStorage (path-traversal guard)
│ │ └── Services/ DateTimeService, **ContractWorkflowService (load pinned def)**,
│ │ ContractCodeGenerator, **NotificationService**
│ └── SolutionErp.Api/
│ ├── Authorization/ MenuPermissionHandler + Requirement
│ ├── Controllers/ Auth, Suppliers, Projects, Departments, Menus,
│ │ Roles, Permissions, Forms, Contracts, Reports,
│ │ Users, **Notifications**, **Workflows**
│ ├── **Hubs/** NotificationHub (/hubs/notifications)
│ ├── Middleware/ GlobalExceptionMiddleware
│ ├── **Realtime/** SignalRNotifier
│ ├── Services/ CurrentUserService, WebHostEnvironmentLocator
│ └── wwwroot/templates/ .docx/.xlsx templates
├── fe-admin/ (~18 page)
│ └── src/
│ ├── pages/
│ │ ├── LoginPage, DashboardPage (MyDashboardRow)
│ │ ├── master/ Suppliers, Projects, Departments
│ │ ├── system/ **PermissionsPage (3-panel)**, **WorkflowsPage (URL-driven)**, Users
│ │ ├── forms/ FormsPage (upload + Form/JSON + PDF)
│ │ ├── contracts/ List, Detail (+Attachments), **Create**
│ │ └── ReportsPage
│ ├── components/ Layout (recursive menu + filterForAdmin),
│ │ TopBar, NotificationBell, UserMenu, SlaTimer,
│ │ EmptyState, PhaseBadge, WorkflowSummaryCard,
│ │ ContractAttachmentsSection, DynamicForm,
│ │ **WorkflowDesigner** (Steps + Approvers modal)
│ └── lib/ api.ts, realtime.ts, cn.ts
├── fe-user/ (~10 page)
│ └── src/
│ ├── pages/ Login, Inbox (+?type filter),
│ │ contracts/{Create, Detail, MyContracts}
│ ├── components/ Layout (recursive + filterForUser + USER_FIXED_TOP),
│ │ NotificationBell, ContractAttachmentsSection, SlaTimer
│ └── lib/ realtime.ts (same singleton pattern)
├── docs/ (~40 file)
│ ├── STATUS, HANDOFF, rules, architecture, CLAUDE, PROJECT-MAP (6)
│ ├── workflow-contract, forms-spec (2)
│ ├── database/{database-guide, schema-diagram} (2)
│ ├── flows/ (7 file — README + 6 flow)
│ ├── guides/ (4 file)
│ ├── changelog/migration-todos + sessions/ (8 session log)
│ └── gotchas (26 pitfall)
├── scripts/ (5 PS + py)
│ ├── parse_forms, parse_workflow (Phase 0)
│ ├── convert-doc-to-docx (Phase 2)
│ ├── deploy-iis, backup-sql (Phase 5)
│ └── install-libreoffice (Tier 3)
├── .gitea/workflows/deploy.yml CI/CD Windows self-hosted runner
└── .claude/skills/ 3 skill (contract-workflow, form-engine, permission-matrix)
```
## Git state
```
HEAD → main
ae59cfe — FE-Admin: UsersPage dept/position + RoleShortName VN (LATEST)
330d529 — Domain+App+Infra: Role ShortName + User Dept/Position + 13 demo users (migration 11)
39031ca — FE: ContractDetailsPreview cho create mode
16e24ed — FE: Admin CatalogsPage CRUD + Details datalist autocomplete
e27c547 — Domain+App+Api: 4 master catalogs cho Details (migration 10)
51449d6 — App+Infra: Mã HĐ gen ngay tại CreateContract + backfill legacy
7f26ff9 — Edit/Xóa luôn hiện, mờ khi != DangSoanThao
8c4b4da — 2-panel layout cho Thao tác
ad0652d — Bỏ tabs, Chi tiết+Lịch sử 7/3 grid
b3762af — Panel 2 tabs (Tổng quan/Chi tiết/Lịch sử)
e684455 — App+Api: 7 Details CRUD endpoints + Changelogs query
71c035d — App+Infra: IChangelogService
70810e1 — Domain+Infra: 7 Details + ContractChangelog (migration 9)
d326e80 — FE-User: tách Tổng quan thành /dashboard riêng
89c7e88 — FE-User: 3-panel InboxPage
b75448e — 3-panel layout cho danh sách HĐ
7ea3957 — Sidebar accordion menu loại HĐ
d43d2c0 — Docs: chốt session 2026-04-23 — skill governance
Branch: main (tracking origin/main)
Remote: https://git.baocaogiaoduc.vn/vietreport-admin/solution-erp.git
```
## Credentials + URLs
```
admin@solutionerp.local / Admin@123456 ← Admin (QTV)
Demo users (User@123456):
bod.huynh@solutionerp.local Tổng GĐ (BOD)
bod.le@solutionerp.local Phó GĐ NĐUQ
pm.nguyen@solutionerp.local GĐ Dự án FLOCK 01 (PM)
ccm.tran@solutionerp.local TPB Kiểm soát chi phí (CCM + TPB)
pro.pham@solutionerp.local TPB Cung ứng (PRO + TPB)
fin.do@solutionerp.local TPB Tài chính (FIN + TPB)
act.vu@solutionerp.local Kế toán trưởng (ACT + TPB)
equ.bui@solutionerp.local TPB Thiết bị (EQU + TPB)
hra.dang@solutionerp.local TPB HRA (HRA + TPB)
qs.hoang, qs.ngo QS công trường (NV.PB)
nv.cao, nv.dinh NV Cung ứng/Tài chính (NV.PB)
⚠ Rotate ALL passwords trước UAT thật
```
- API prod: https://api.huypham.vn — `/health/live`, `/health/ready`
- Admin FE prod: https://admin.huypham.vn
- User FE prod: https://user.huypham.vn
- API dev: http://localhost:5443 — `/swagger` (Dev only)
- Admin FE dev: http://localhost:8082
- User FE dev: http://localhost:8080
- SQL dev: `(localdb)\MSSQLLocalDB` / `SolutionErp_Dev`
- SQL prod: `.\SQLEXPRESS` / `SolutionErp` / `vrapp` (⚠ rotate)
## Đánh giá nhanh
**Tốt:**
- 3 domain HTTPS prod live, CI/CD xanh
- Tier 3 feature-complete: attachment, realtime, form builder (upload + DynamicForm + PDF), versioned workflow (admin-configurable per ContractType, pin per contract), nested menu per type, 3-panel permissions
- Clean-arch 3-project split đúng cho 2 cross-cutting service (realtime + document-converter)
- 26 gotchas tích lũy, 8 session log, 40 docs agent onboard nhanh
- Invariant critical: " giữ quy trình " guaranteed by pinning (reference-based immutability, không snapshot copy)
**Rủi ro còn:**
- UAT thật chưa chạy thể phát hiện edge case missing
- SMTP chưa notification chỉ in-app (toast + bell), không email
- User-kind approver chưa enable guard runtime (designer cho pick, nhưng transition dùng Role fall-back)
- Credentials chưa rotate
- SQL backup chưa schedule Task Scheduler