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solution-erp/docs/changelog/migration-todos.md
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[CLAUDE] Docs: chốt session 4 — Budget BE module + 14 Solutions users 
- STATUS.md: header Phase 7 + 3 row Recently Done (Budget BE / 14 users / Docs cleanup) + cumulative cột mới (51 tables / 14 mig / ~124 endpoints)
- HANDOFF.md: TL;DR session 4 (2 milestone Budget BE + 14 users) + Cảnh báo session 5 + Priority 0 (FE Budget + PE/HD integration + PE feature gap) + Credentials 30 user
- migration-todos.md: Phase 7 thêm section D Budget done + Phase 8 mới (FE Budget pages + integration) + pending migrations Budget
- architecture.md: §10 Budget module mới (ERD + state machine + auto-recompute + integration roadmap)
- database/schema-diagram.md: migration history rows 13+14 + §12 Budget ERD chi tiết
- ef-core-migration SKILL: migration 14 entry + Phase 8 pending Budget refinement
- CLAUDE.md root + docs: modules table thêm Budget row + scope Budget + count 51 bảng / 14 mig
- Session log 2026-04-28-chot-session-4-budget.md (10+ section detailed)

Stats: 51 tables (+4 Budget), 14 migrations (+AddBudgets), ~124 endpoints (+11 Budget),
30 demo user (16 sample + 14 Solutions thật), 38 gotchas, ~340 LOC Budget CQRS.
FE Budget pages chưa làm — Priority 0 session 5.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 12:36:31 +07:00

9.5 KiB
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Migration To-dos — Atomic Roadmap

Tick [x] khi xong. Phase 0-5 + Tier 3 + Phase 6 đã DONE — collapsed. Detail xem session logs trong docs/changelog/sessions/. Active work: Phase 7 partial (Budget BE done, FE WIP) + Phase 8 (Budget refinement).

✅ Phase 0-5 + Tier 3 — Done (2026-04-21..22)

Phase Focus Trạng thái
0 Draft Scaffold .NET 10 + 2 Vite + parse FORM/QT + docs ✅
1 Alpha Core Auth + 12 role + Permission Matrix + 3 master CRUD + Contract draft ✅
2 Form Engine OpenXml + ClosedXML render + LibreOffice PDF + DynamicForm ✅
3 Workflow State machine 9 phase + RG-001 code gen + SLA job + attachments + SignalR realtime ✅
4 Reporting Dashboard KPI + Excel export + MyDashboard role-aware + brand identity #1F7DC1 ✅
5 Production CI/CD Gitea Actions + 3 IIS site + Let's Encrypt + Security headers + Users CRUD ✅
Tier 3 Versioned workflow + 3-panel layout + 4-bảng overhaul + 4 master catalogs + 16 demo users + RolesPage CRUD + 7 demo HĐ varied ✅

Detail chi tiết: docs/changelog/sessions/2026-04-21-*.md + 2026-04-22-0300-tier3-feature-complete.md + 2026-04-23-*.md.

✅ Phase 6 — Module Duyệt NCC (tiền-HĐ) — Done

Iter 1 (2026-04-23)

  • Migration 12 AddPurchaseEvaluations — 10 bảng (Header/Suppliers/Details/Quotes/Approvals/Changelogs/Attachments/WorkflowDefinitions/Steps/StepApprovers)
  • Domain — 2 enum (Type A/B, Phase 7-state) + Policy record + Registry + FromDefinition builder
  • Seed — 13 menu Pe_/PeWf_ + 2 WorkflowDefinition v01 (QT-DN-A 3-step, QT-DN-B 5-step)
  • Application CQRS ~900 LOC — Create/Update/Transition/List/Inbox/Get/Delete + Supplier CRUD + Detail CRUD + Quote Upsert + SelectWinner + Changelog
  • PurchaseEvaluationWorkflowService — policy guard + approval + notification + changelog
  • PurchaseEvaluationsController — 17 endpoint REST
  • FE 2 app — Types + PurchaseEvaluationsListPage 3-panel + Create page + PeDetailTabs + PeWorkflowPanel + Menu resolver Pe_*
  • Kế thừa HĐ — CreateContractFromEvaluationCommand (guard DaDuyet + SelectedSupplier + !ContractId) → Contract draft. FE CreateContractDialog pick ContractType.
  • Migration 13 AddPurchaseEvaluationCodeSequences — atomic MaPhieu sequence PE/{YYYY}/{A|B}/{Seq:D3}
  • Demo PE seed — 4 phiếu varied phase (A-001/A-002/A-003/B-001) + Pe_* permission defaults 7 role × 9 menu key

Session log: 2026-04-23-2300-purchase-evaluations.md + 2026-04-24-1030-pe-polish-demo-maphieu-perms.md.

Iter 2 — UX polish (2026-04-24)

  • Rename menu "Phương Án" → "Giải pháp" + backfill DB (zero breaking change)
  • Menu tree inheritance extend Pe_/PeWf_ (GetMyMenuTreeQuery + 4 root)
  • Accordion mutex Pe_* groups + sidebar w-72 + label nowrap
  • NavLink active check query string (queryMatches helper) — fix 2 leaf cùng highlight
  • PE detail flat layout: Panel 2 = 4 section (Thông tin/NCC/Hạng mục/Bảng so sánh), Panel 3 += Approvals + Changelog
  • Upload file đính kèm per-NCC (SupplierAttachmentsCell) + Bảng so sánh tổng (GeneralAttachmentsSection, supplierRowId=null) + enum ComparisonTable=4
  • readOnly mode menu "Duyệt" (pendingMe=1) — hide Sửa/Xóa/Thêm/Edit/Upload/Delete, giữ download + transition + comment
  • Contract: move Lịch sử điều chỉnh Panel 2 → Panel 3 (Chi tiết HĐ full-width)
  • Demo email rebrand @solutionerp.local → @solutions.com.vn + BackfillUserEmailDomainAsync (idempotent rename 4 field Email/NormalizedEmail/UserName/NormalizedUserName)

Session log: 2026-04-24-chot-session-3-pe-polish.md.

✅ Domain rebrand .huypham.vn → .solutions.com.vn (2026-04-24)

  • 18 file repo (FE env + scripts + CI/CD + docs + skill + code comments)
  • scripts/migrate-domains.ps1 (ASCII-only #30) — 3 IIS binding + 3 cert Let's Encrypt + auto HTTPS + redirect
  • CI/CD auto rebuild BE CORS + FE bundle VITE_API_BASE_URL
  • E2E verified 3 domain live + preflight OK

Sub: api.solutions.com.vn · admin.solutions.com.vn · eoffice.solutions.com.vn. Old .huypham.vn vẫn fallback (chưa remove).

📝 Phase 7 — PE feature gap + Budget BE (Session 4 partial done)

A. PE feature gap (3 task MISSING — carry over session 5)

  • PE Workflow admin designer UI /system/pe-workflows/:typeCode
    • BE Application/PurchaseEvaluations/PeWorkflowAdminFeatures.cs (mirror WorkflowAdminFeatures.cs)
    • Api/Controllers/PeWorkflowsController.cs
    • FE fe-admin/src/pages/system/PeWorkflowsPage.tsx + PeWorkflowDesigner.tsx
    • Route /system/pe-workflows/:typeCode (menu PeWf_* + resolver đã sẵn)
  • Ý kiến 4 phòng ban (Phê duyệt / P.CCM / P.MuaHàng / SM-PM) ở tab Thông tin
    • Option A: 4 text field + signoff date + UserId vào header
    • Option B: dùng PurchaseEvaluationApprovals với roleKind extra field
    • UX: 4 box sign-off như Excel mẫu
  • Export phiếu PDF/Excel — tái dùng IDocumentConverter + template PE-TrinhDuyet.docx

B. Optional polish

  • Auto-map PE Details → Contract per-type Details khi gen HĐ (phức tạp vì 7 schema khác nhau)
  • Payment terms tách field từ JSON → 6 column (Tạm ứng/TT tạm/Quyết toán/Bảo hành/Hạn mức/Đánh giá)
  • Matrix Quotes bulk paste từ Excel
  • fe-user Inbox thêm section "Phiếu Duyệt NCC chờ tôi"

C. Ops

  • Remove binding cũ .huypham.vn sau verify stable: ssh vietreport-vps ; cd C:\solution-erp\scripts ; .\migrate-domains.ps1 -RemoveOld -SkipCert
  • win-acme scheduled task fix unhealthy (cert expire 2026-06-18)
  • UAT thật 1 tuần với 2-3 user (30 demo user — 16 sample + 14 Solutions thật)
  • SMTP config → Email outbox
  • Rotate credentials (admin + 30 demo + SA + vrapp + JWT)
  • Schedule SQL backup Task Scheduler

D. Module Ngân sách (Budget) — Session 4 ✅ partial done

  • Migration 14 AddBudgets — 4 bảng (Budgets/BudgetDetails/BudgetApprovals/BudgetChangelogs) + index BudgetId nullable trên Contract & PurchaseEvaluation
  • Domain — Budget (Header) + BudgetDetail (flat row) + BudgetApproval + BudgetChangelog + enum BudgetPhase 5-state + BudgetEntityType Header/Detail/Workflow
  • BudgetPolicy.Default hardcoded simple 3-step (Drafter→CCM→CEO + Reject từ ChoCCM/ChoCEO về DangSoanThao)
  • Application CQRS ~340 LOC — Create + UpdateDraft + Transition + List + GetDetail + Delete (only DangSoanThao/TuChoi) + Detail CRUD (auto-recompute TongNganSach) + ListChangelogs
  • BudgetsController 11 endpoint REST
  • Menu seed Budgets root + 3 leaf (Bg_List/Bg_Create/Bg_Pending) order=27 icon Wallet
  • 14 demo user Solutions thật — PRO 5 + CCM 7 + ISO 1 + CEO 1 (pwd User@123456)

Session log: 2026-04-28-chot-session-4-budget.md.

E. Pending migrations

  • AddPePaymentTermFields (nếu chốt UX tách field)
  • AddPeDepartmentOpinions (nếu chọn Option A header columns)
  • AddBudgetCodeSequences (nếu chốt format MaNganSach atomic — hiện Random.Shared)
  • AddBudgetVersionedWorkflow (nếu user cần admin config UI thay vì hardcoded BudgetPolicy.Default)

📝 Phase 8 — Budget FE + integration (Session 5 active)

A. FE Budget pages — copy pattern PE

  • fe-admin/src/types/budget.ts (types + enum BudgetPhase + ApprovalDecision reuse)
  • fe-admin/src/pages/budgets/BudgetsListPage.tsx (3-panel [320px_1fr_360px])
  • fe-admin/src/pages/budgets/BudgetCreatePage.tsx (form Header)
  • fe-admin/src/components/budgets/BudgetDetailTabs.tsx (Thông tin / Hạng mục)
  • fe-admin/src/components/budgets/BudgetWorkflowPanel.tsx (Panel 3 timeline + transition + comment)
  • Mirror tất cả sang fe-user/
  • App.tsx routes /budgets, /budgets/new, /budgets/:id cả 2 app
  • Menu resolver Bg_* (Bg_List → /budgets, Bg_Pending → /budgets?phase=Pending, Bg_Create → /budgets/new)

B. PE/Contract → Budget integration

  • PE form thêm field Ngân sách select Budget (filter Phase=DaDuyet, NamNganSach=current, ProjectId match)
  • Contract form tương tự — link sang Budget cho đối chiếu chi phí
  • PE Detail tab thêm cột "So với ngân sách" — compute từ BudgetDetail tương ứng (match GroupCode + ItemCode)

C. Budget refinement (when needed)

  • Budget MaNganSach atomic sequence — chốt format chính thức rồi thêm AddBudgetCodeSequences migration + IBudgetCodeGenerator SERIALIZABLE pattern (mirror Contract/PE)
  • Budget versioned workflow — admin config UI nếu Solutions cần custom step approver beyond default 3-step

🔁 Skill governance (recurring)

Quy tắc: docs/rules.md §9. Audit định kỳ mỗi đầu tháng — workflow §9.4.

  • Setup ban đầu — 6 skill (3 domain + 3 ops), rules §9 ← 661f859
  • Audit 2026-05-01 — log docs/changelog/skill-audit-2026-05.md
  • Audit 2026-06-01
  • Audit 2026-07-01

Cron task solution-erp-skill-audit-monthly fire 9:00 AM ngày 1 mỗi tháng.

📦 Post-launch (Phase 9+ — future)

  • Email outbox (MailKit + SMTP) — blocked chờ SMTP config
  • E-signature integration (VNPT CA hoặc FPT CA)
  • Tích hợp Bravo / SAP ERP import NCC
  • Mobile app (React Native?) cho BOD duyệt ngoài giờ
  • AI: gợi ý điền form dựa HĐ cũ, OCR scan HĐ đối tác
  • Multi-tenant nếu có công ty thứ 2