solution-erp/docs/changelog/migration-todos.md

Migration To-dos — Atomic Roadmap

Tick [x] khi xong. Phase 0-8 đã DONE — collapsed. Detail xem session logs trong docs/changelog/sessions/. Active work: Phase 9 (UAT + Ops + carry over PE PDF export + Tests Phase 3-5).

✅ 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 9 Ops).

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

A. PE feature gap (3 task — phần lớn đóng ở Phase 8 S5)

• PE Workflow admin designer UI /system/pe-workflows/:typeCode — done S5 (5d94bb4)
  • 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 — done S5 (5d94bb4, Migration 15)
  • Option A: 4 text field + signoff date + UserId vào header
  • Option B: dùng PurchaseEvaluationApprovals với roleKind extra field
  • Chốt: dùng Migration 15 AddPurchaseEvaluationDepartmentOpinions (separate table UNIQUE PEId+Kind, 4 box sign-off 2x2 grid OpinionBox như Excel mẫu) — tốt hơn Option A/B vì audit qua Changelog + Upsert preserve chữ ký cũ khi text-only edit.
• Export phiếu PDF/Excel — tái dùng IDocumentConverter + template PE-TrinhDuyet.docx → carry over Phase 9 (user pending — không quan trọng lắm)

B. Optional polish (carry over Phase 9 — làm khi UAT phát sinh)

• 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 (carry over Phase 9 — Hard blockers)

• 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). Reconcile pattern (gotcha #38 4-field rename). Tổng 30 user (16 sample cũ + 14 Solutions thật mới).

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

E. Pending migrations

• AddPePaymentTermFields (nếu chốt UX tách field — JSON blob → 6 column)
• AddPurchaseEvaluationDepartmentOpinions ✅ migration 15 (S5)
• 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 + PE/HD integration (Session 5 done)

A. FE Budget pages — done ✅

• fe-admin/src/types/budget.ts (BudgetPhase 5-state enum + DTO types)
• fe-admin/src/pages/budgets/BudgetsListPage.tsx (3-panel [340px_1fr_360px] + filter Phase/Năm + ?phase=Pending alias + readOnly mode + BudgetDetailPage fullpage mobile)
• fe-admin/src/pages/budgets/BudgetCreatePage.tsx (form Header — Tên/Năm/Dự án/Phòng ban/Mô tả)
• fe-admin/src/components/budgets/BudgetDetailTabs.tsx (Section Thông tin Header + Section Hạng mục table CRUD inline auto-compute ThanhTien=KL×ĐG)
• fe-admin/src/components/budgets/BudgetWorkflowPanel.tsx (Panel 3 timeline activePhases + nextPhases buttons + Dialog comment + Approvals/Changelog)
• 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 — done ✅

• PE form + Select "Ngân sách" filter Phase=DaDuyet, ProjectId match, BE validate
• Contract form (Header + Edit) tương tự, EditForm read-only link card khi !isDraft
• PE Detail Hạng mục thêm cột "NS link · Δ" — match per-row qua groupCode|itemCode + footer aggregate (xanh dưới / đỏ vượt / xám khớp)
• PE Detail UI restructure 4 section đánh số match form spec PHIẾU TRÌNH KÝ
• BE: BudgetSummaryDto shared + Create/Update PE+Contract commands + BudgetId? + GetQueries load Budget
• CreateContractFromEvaluation carry forward pe.BudgetId → contract.BudgetId

C. PE Workflow Designer admin UI — done ✅

• BE PeWorkflowAdminFeatures.cs ~250 LOC mirror Contract pattern
• BE PeWorkflowsController 2 endpoint reuse policy Workflows.*
• FE PeWorkflowsPage.tsx ~500 LOC + designer dialog (clone/edit/+Role/+User)
• App.tsx route /system/pe-workflows/:typeCode

D. Ý kiến 4 phòng ban — done ✅

• Migration 15 AddPurchaseEvaluationDepartmentOpinions (UNIQUE PEId+Kind)
• Domain entity + enum PeDepartmentKind (PheDuyet/Ccm/MuaHang/SmPm)
• BE Upsert (sign=true → set SignedAt+UserId, sign=false giữ chữ ký cũ) + Delete + 2 endpoint
• FE Section "5. Ý kiến 4 phòng ban (sign-off)" 2x2 grid OpinionBox

E. Tests Phase 1-2-3mini + CI optimize — done ✅

• Phase 1 — tests/SolutionErp.Domain.Tests/ (xUnit + FluentAssertions 7.2): 54 test policy state machine (Contract WF + PE WF + Budget) + Registry + FromDefinition versioned + UserKindApprover
• Phase 2 — tests/SolutionErp.Infrastructure.Tests/ (EF SQLite + TestApplicationDbContext override nvarchar(max) → TEXT): 17 test code generator format + sequence + year boundary + persistence verify
• Phase 3 mini — tests/.../Application/PeWorkflowAdminTests.cs: 6 test CreatePeWorkflowDefinitionCommand versioning (auto-increment + deactivate cũ + EvaluationType independence + steps/approvers persistence)
• CI gate .gitea/workflows/deploy.yml — 2 step dotnet test trước build, fail → no deploy
• Total 77 test pass / ~3s
• CI manual checkout bypass github.com — fix gotcha #39 (act_runner TCP timeout 21s)
• CI path filter docs-only skip — gotcha #41 (paths-ignore behavior)
• Tests Phase 3 full — Opinion Upsert + Budget link validation (cần Identity UserManager setup helper)
• npm junction cache CI optimize (rollback ở a21790d — gotcha #40 chưa debug)

📝 Phase 9 — UAT + Ops + carry over (Session 6+ active)

✅ Session 17 done (2026-05-08) — PE Workflow V2 schema + Service wire end-to-end (Mig 22-24, 13 commit c847dc0 → de0f38d)

User chốt sau Session 16 drastic refactor flat (Mig 21) vẫn chưa đúng intent. Yêu cầu schema riêng + Menu mới "Duyệt NCC (Mới)" — Quy trình > Bước (Phòng) > Cấp (NV cụ thể qua ApproverUserId). State machine 5 trạng thái với Trả lại = Phase RIÊNG (Option A user chốt diagram).

• Mig 22 AddApprovalWorkflowsV2 — 3 entity ApprovalWorkflow/Step/Level + ApplicableType enum (DuyetNcc/DuyetNccPhuongAn/Contract). 3 CREATE TABLE + UNIQUE (Code, Version) + FK Cascade Step→Workflow + Level→Step + FK Restrict Department + ApproverUserId. DbInitializer +menu V2. Designer page /system/approval-workflows-v2/:typeCode ~480 LOC. (c847dc0/f6047d5/2781c7e/12daa7f)

• Designer iter 2 đúng intent: max 3 cấp × N NV/cấp + sequential gating C2/C3 disabled khi prev empty + filter NV theo Phòng + no-dup same level. Validator BE Order∈{1,2,3} + HaveSequentialOrders + HaveNoDuplicateApproverInSameLevel. (9712778 iter 1 sai → f3bea3c iter 2 đúng)

• State machine 5 trạng thái Nháp / Đã gửi duyệt / Trả lại / Từ chối / Đã duyệt. TraLai = Phase RIÊNG (98), KHÔNG revert DangSoanThao + KHÔNG jump-back step. Drafter từ TraLai sửa+gửi lại chạy LẠI từ Cấp 1 Bước 1. ContractPhase + BudgetPhase +TraLai. PE/Contract/Budget Policy + Service Reject branch trỏ → TraLai. RejectedAtStepIndex/RejectedFromPhase deprecated (giữ DB column). 4 test mới TraLai entry point. FE rename "Bản nháp" → "Nháp". (ff21120)

• Mig 23 AddApprovalWorkflowIdToPurchaseEvaluation — pin V2 vào PE entity. CreatePurchaseEvaluationCommand +Validate ApplicableType match PE.Type. UpdateDraft cho phép sửa Phase=Nháp/TraLai. Workspace Select bắt buộc workflow lúc create + display "QT-DN-V2-001 v01 — Tên (đang áp dụng)". (0a40c65)

• Mig 24 AddCurrentApprovalLevelOrderToPe + Service V2 wire. PE Service branch theo ApprovalWorkflowId set or null: V2 ApproveV2Async group Levels by Order = Cấp (OR-of-N approvers cùng cấp), match actor.Id ∈ ApproverUserId, advance levelOrder++ → idx++ + reset levelOrder=1 → DaDuyet. V1 ApproveV1LegacyAsync giữ logic cũ. Synthetic Policy ForV2Schema() cho FE nextPhases. (b41484b)

• UX V2-aware disable button + banner. DTO CurrentApproval + ApprovalFlow (full Steps/Levels Status Done/Current/Pending). Banner emerald "Đến lượt bạn" / amber "Không phải lượt bạn — chỉ {NV X / Y} duyệt được". Button Duyệt forward disabled khi non-approver + tooltip. Trả lại + Từ chối vẫn enabled. Inbox V2-aware ResolveV2InboxIdsAsync. 2 dropdown filter "Quy trình" + "Trạng thái" (chỉ ở Duyệt). Panel 3 thay 4 phase cards bằng flow workflow thực tế. (d814429/9e63e2d/d250ae4/74745a7/de0f38d)

• Test setup: SQL clean-transactional-uat.sql clean prod (9 PE + 11 HĐ + 19 Notif xóa) giữ master via SSH VPS. Test user nv.test@solutions.com.vn/TestUser@123456 (Drafter, CCM) tạo qua API admin. (ac41d5e)

Stats final Session 17: 24 mig (+3), 58 DB tables (+3), ~140 endpoints (+5), 33 FE pages (+1 Designer V2), 81 test pass (+4 TraLai entry point Domain).

Defer Session 18+:

• Contract V2 wire (Mig 25) — mirror PE pattern: thêm Contract.ApprovalWorkflowId + CurrentApprovalLevelOrder + ContractWorkflowService.ApproveV2Async + Workspace Select V2 trong ContractCreatePage
• Phân quyền strict V2 — hiện loose UAT (mọi authenticated user thấy phiếu V2). List chỉ Drafter + approver any-Step + Admin
• Drop legacy V1 sau khi không còn phiếu pin WorkflowDefinitionId: drop tables + cleanup migration drop RejectedAtStepIndex/RejectedFromPhase columns
• Admin role bypass decision prod — option C có audit log "[Admin override]" nếu cần (hiện UAT bypass không log riêng)
• Test V2 Service wire (defer khi UAT confirm + có sample data) — Domain test cho ApproveV2Async match logic
• Budget V2 wire (defer xa hơn — sau Contract V2)

✅ Session 16 done (2026-05-08) — DRASTIC REFACTOR flat workflow Phòng × Cấp (Mig 21, 2 commit Chunk A+B)

User chốt drastic refactor: bỏ phase enum hoàn toàn, dùng ChoDuyet=10 đơn nhất + currentStepIndex tracking. Workflow flat list (Phòng × Cấp × Approvers). Pin WorkflowDefinitionId. Per memory feedback_drastic_refactor_scope.md: dedicated session + conservative buffer.

• Chunk A (dbb0089) All BE — Domain enum simplify (ChoDuyet=10, legacy 2-6+98 deprecated giữ data cũ) + WorkflowStep +DepartmentId/PositionLevel + PE/Contract +CurrentWorkflowStepIndex/RejectedAtStepIndex + drop InnerStep entity/nav (PE+Contract) + drop *DeptApproval.InnerStepId + EF Configurations restore simple unique non-filtered + DbContext drop DbSets. Migration 21 RefactorWorkflowToFlatModel GỘP (4 ALTER cols PE/Contract + 2 ALTER WorkflowStep + DROP TABLE × 2 + DROP COLUMN InnerStepId × 2 + restore simple unique × 2). Service rewrite TransitionAsync flat logic (Drafter trình → init idx=0, advance idx per approve, last step → DaDuyet/DaPhatHanh, Trả lại save RejectedAtStepIndex, Resume jump-back, Match approver Dept+PositionLevel OR Approvers Role/User). App CQRS DTOs simplified. Tests DROP PeNStageApprovalTests + ContractNStageApprovalTests + PeTwoStageApprovalTests (19 test legacy). UPDATE PeWorkflowAdminTests signature. 96 → 77 test pass. 3-file rule Mig 21 commit đủ.

• Chunk B (88a5be1) FE Designer — PeWorkflowsPage + WorkflowsPage rewrite (~210 LOC each): drop InnerStep types + PHASE_OPTIONS, auto-assign ChoDuyet=10, step UI Tên + Phòng Select + Cấp Select + SLA + Approvers Role/User optional fallback, drop InnerSteps sub-section, DefinitionCard view badge Phòng/Cấp. types/purchaseEvaluation.ts (fe-admin + fe-user mirror) + ChoDuyet=10 enum + label "Đang duyệt" + color amber. KHÔNG đụng PeWorkflowPanel (Chunk C SKIP — existing UI compatible).

• [⊘] Chunk C (FE PeWorkflowPanel + workflow timeline) SKIP — existing UI dùng workflow.nextPhases BE-driven, 3-button Trả lại/Từ chối Session 14 reuse với target=DangSoanThao/TuChoi pattern. KHÔNG cần đụng.

Defer Session 17+:

• UAT live test workflow flat (3 phòng × N cấp setup)
• Old PE/HĐ data migration (pinned legacy workflow phase 2-6 stuck) — admin manual transition hoặc data migration script
• Sample data seed N-stage (block DesignTime vs Runtime DB)
• Budget N-stage (cần versioned WF migration)
• schema-diagram §17-21 update (cron audit 2026-06-01)
• Skill ef-core-migration + contract-workflow refresh (cron audit)
• Tests cho flat workflow flow (làm khi UAT bug)

✅ Session 15 done (2026-05-07) — Tooltip diagnose "Lưu & Gửi Duyệt" + drastic refactor flat workflow DEFER (1 commit)

User UAT live báo button "Lưu & Gửi Duyệt" KHÔNG hoạt động + suy đoán "trùng ID". Diagnose: silent disabled khi nextPhases không có forward phase. Add tooltip + dialog warning. "Trùng ID" KHÔNG phải bug FE.

• Tooltip diagnose (commit 835cc7f) — fe-admin + fe-user PeDetailTabs: compute forwardPhase once + submitDisabledReason reason string + button title attribute hover + dialog confirm show forward phase label explicit. Build pass × 2. KHÔNG đụng BE.
• [⏸] Drastic refactor flat workflow — User chốt "bỏ phase enum hoàn toàn, dùng ChoDuyet=10 đơn nhất + currentStepIndex tracking". Attempt edit working tree 12 file Domain/Configurations/DbContext, realize scope realistic ~8-10h (PolicyRegistry + Service + App CQRS + 12 tests + FE Designer + Migration 21 + Docs) vượt session. REVERT working tree về 835cc7f clean. Defer Session 16+ dedicated session.

Decision memorized: add memory feedback_drastic_refactor_scope.md — drastic refactor cần dedicated session với context fresh, scope estimation conservative (2x buffer), tránh mid-session big refactor (risk session context deep + breaking states giữa chunk).

Defer Session 16+:

• Drastic refactor flat workflow (Mig 21, ~8-10h, dedicated session) — flat WorkflowStep với DepartmentId+PositionLevel, drop InnerStep, PE/Contract CurrentWorkflowStepIndex tracking, Phase enum simplify ChoDuyet=10, Service rewrite, Designer FE rewrite.
• Hoặc fallback Approach Y — FE Designer flat UI giới hạn 5 phòng (auto-assign Phase behind scenes), ROI 1-2h, KHÔNG drastic.
• Task 2 sample data seed N-stage (block trên DesignTime vs Runtime DB)

✅ Session 14 done (2026-05-07) — PE 3-button workflow Duyệt/Trả lại/Từ chối (1 commit)

User chỉ thị thay 2-button approval (Duyệt + Reject mơ hồ) bằng 3 hành động rõ:

• Duyệt = forward

• Trả lại = về DangSoanThao + Drafter sửa (smart reject Mig 16 + clear N-stage rows + Drafter resume jump-back)

• Từ chối = Phase=TuChoi, phiếu khoá vĩnh viễn (17 handler Mig 16 lock edit)

• Domain PurchaseEvaluationPolicy.cs — NccOnly + NccWithPlan thêm (X → TuChoi) transition cho mọi phase trung gian + FromDefinition expand step (trừ DangSoanThao) thêm (step.Phase → TuChoi).

• Service PurchaseEvaluationWorkflowService.TransitionAsync — Reject branch tách 2 case: target=TuChoi giữ nguyên (no override / no RejectedFromPhase / no N-stage clear). target khác (DangSoanThao) → smart reject pattern.

• FE PeWorkflowPanel (admin + user mirror) — render 3 button "✓ Duyệt → X" / "← Trả lại" / "✗ Hủy / Từ chối" + decision logic + dialog confirm với warning red (Cancel) / amber hint (SendBack).

• Tests — rename Reject test target TuChoi→DangSoanThao + NEW Reject_To_TuChoi_Locks_Permanently + update NStage_Reject_Clears target. 95 → 96 test pass.

Defer Session 15+:

• Task 2 sample seed N-stage (block trên DesignTime vs Runtime DB gotcha + API exit sớm khi DbInitializer seeding).
• Phase TraLai = 98 enum orphan — có thể remove migration nếu cleanup, ko gây hại.

✅ Session 13 done (2026-05-07) — Mirror N-stage Contract (Mig 20, 5 commit per-chunk + skip Chunk E auto-bind)

User chỉ thị mirror N-stage từ PE sang Contract. Budget defer (cần migration AddBudgetVersionedWorkflow trước — hardcoded BudgetPolicy.Default chưa có WorkflowDefinition entity). Pattern reusable đầy đủ từ PE.

• Chunk A (951ffa3) Domain entity WorkflowStepInnerStep (Domain/Contracts/) + nav WorkflowStep.InnerSteps + ALTER ContractDeptApproval.InnerStepId + EF config FK Cascade Step / Restrict Dept+InnerStep + Migration 20 AddContractWorkflowInnerStepsAndAlterDeptApprovalUnique GỘP 1 (CREATE TABLE WorkflowStepInnerSteps + ALTER InnerStepId + DropIndex old + Recreate filtered legacy WHERE InnerStepId IS NULL + new filtered N-stage WHERE InnerStepId IS NOT NULL).
• Chunk B (04cf2a0) Application CQRS DTO mirror PE Chunk B — WorkflowStepInnerStepDto + extend WorkflowStepDto + CreateWorkflowStepInnerStepInput + extend CreateWorkflowStepInput (default null backward compat) + Validator child rules + Handler atomic batch insert.
• Chunk C (e247b67) ContractWorkflowService refactor mirror PE — load InnerSteps eager + reject branch clear N-stage rows + dept block split hasInnerSteps→N-stage logic / else→legacy 2-stage. N-stage flow giống PE: match firstPending Order asc + (exact level OR canBypass + level≥), exact upsert / bypass batch upsert, recheck stillPending → BLOCK.
• Chunk D (7c0772a) ContractNStageApprovalTests 6 test mirror PE pattern + helper SeedWorkflowDefinitionAsync 2 step adjacent (DangGopY + DangDamPhan) + SeedContractAsync với Project + Supplier + FakeChangelogService + FakeContractCodeGenerator stubs. Bug fix legacy fallback test: switched phase pair sang DangKiemTraCCM → DangTrinhKy + role CostControl khớp Standard.Transitions. 89→95 test pass.
• Chunk E SKIP — WorkflowsController auto-bind [FromBody] CreateWorkflowDefinitionCommand record qua JSON, no code change cần.
• Chunk F (current) FE WorkflowsPage Designer extend mirror PeWorkflowsPage Chunk F: InnerStepDto + EditInnerStep types + copyFromDefinition include + departmentsList query + sub-section "Cấp duyệt nhỏ trong phòng" drag-list + button "+ Thêm cấp duyệt" emerald + payload include Order asc. Empty state hint fallback 2-cấp legacy. KHÔNG đụng fe-user (admin-only).

Backward compat 100%: workflow Contract no InnerSteps configured → service fallback legacy 2-stage Mig 16. Data legacy InnerStepId=null vẫn enforce unique cũ qua filtered index.

Defer Session 14+:

• Budget N-stage — cần migration AddBudgetVersionedWorkflow trước (4 bảng + ALTER Budget.WorkflowDefinitionId), sau đó migration AddBudgetWorkflowInnerSteps. User quyết riêng (feature mở rộng module lớn).
• schema-diagram.md §17 Mig 20 update — defer cron audit 2026-06-01.
• Skill ef-core-migration row Mig 20 — defer cron audit.

✅ Session 12 done (2026-05-07) — N-stage workflow approval (Mig 18+19, 6 commit per-chunk, PE-only)

User yêu cầu: workflow level cha (= phase) cấu hình được level con (Phòng × Cấp NV/PP/TP) sequential, mỗi cấp = 1 inner step duyệt riêng, có bypass cùng dept. 6 spec defaults chốt + 6 chunk per-commit.

• Chunk A (13ab533) Domain + Migration 18 AddPeWorkflowInnerStepsAndPositionLevel — enum PositionLevel (NV/PP/TP), entity PurchaseEvaluationWorkflowStepInnerStep + nav, User.PositionLevel int? + PEDeptApproval.InnerStepId Guid?. EF config FK Cascade Step / Restrict Dept+InnerStep. 3-file rule.
• Chunk B (0e56bd0) Application CQRS DTO — PeWorkflowStepInnerStepDto + extend PeWorkflowStepDto + CreatePeWorkflowStepInnerStepInput (default null backward compat) + Validator child rules + Handler atomic batch insert + UserDto +PositionLevel + SetUserPositionLevelCommand mirror SetBypassReview pattern.
• Chunk C (0c62e24) Service N-stage logic + Migration 19 AlterPeDeptApprovalsUniqueFilteredForInnerSteps (filtered unique legacy WHERE InnerStepId IS NULL + new N-stage WHERE InnerStepId IS NOT NULL). PurchaseEvaluationWorkflowService refactor — load InnerSteps eager, reject clear N-stage rows tại fromPhase, dept block split hasInnerSteps→N-stage / else→legacy 2-stage. N-stage: match firstPending (Order asc IsRequired) same dept + (exact level OR canBypass + level≥), exact upsert 1 row InnerStepId, bypass batch upsert NV+PP+TP cùng dept ≤ actor (audit IsBypassed cho cấp dưới), recheck stillPending → BLOCK + log "duyệt cấp X (còn Y pending)".
• Chunk D (3d76c6b) Tests N-stage 6 test mới (FirstInner_NV_blocks / All_3_levels_sequential_pass / TP_bypass_skips_lower / Wrong_dept_403 / Reject_clears_rows / Legacy_fallback_no_inner) + IdentityFixture extend +positionLevel + helper SeedWorkflowDefinitionAsync 2 step adjacent. 83→89 test pass.
• Chunk E (83ffabd) API PATCH /users/{id}/position-level mirror SetBypassReview + body {positionLevel:int?} + Authorize Users.Update.
• Chunk F (current) FE-Admin types/users.ts + positionLevel field + PositionLevel const + Label/Short maps. PeWorkflowsPage Designer extend InnerStep DTO + EditInnerStep type + sub-section "Cấp duyệt nhỏ trong phòng" drag-list { Phòng × Cấp + required } + button "+ Thêm cấp duyệt" emerald + departmentsList query + payload include. UsersPage column "Cấp" badge NV/PP/TP emerald + action button cycle null→1→2→3→null. KHÔNG đụng fe-user (admin-only).

Backward compat 100%: workflow no InnerSteps configured → service fallback legacy 2-stage Mig 16. Data legacy rows InnerStepId=null vẫn enforce unique cũ qua filtered index.

Defer Session 13+:

• Mirror Contract + Budget N-stage (sau khi UAT PE 2-3 tuần ổn). Pattern lặp lại Domain entity + Service logic + Tests reusable từ PE.
• Seed/migrate User.PositionLevel cho 30 demo user (hiện chỉ admin set qua UsersPage cycle).
• schema-diagram.md §15 Mig 18 + §16 Mig 19 update (defer cron audit 2026-06-01 — small drift).
• Skill ef-core-migration row Mig 18+19 (defer cron audit).
• Skill contract-workflow N-stage cross-ref section (defer cron audit).

✅ Session phase 2 done (2026-05-08 00:30) — B12-B14 PE detail polish iterate (3 commit FE-only)

User UAT iteration tiếp sau wrap-up 6e7a6db. Áp rule strict verify khi rename/remove (lesson hotfix CI).

• B12 (378c993) — "Lưu" no-close + "Xóa phiếu" red bottom (CHỈ Bản nháp soft-delete) + bỏ header bar workspace "Sửa header"/"Xóa"/"Đóng" + Section 4 column header s.supplierName + Section 3 chặn xóa NCC khi có quotes
• B13 (e320027) — InfoTab useEffect re-trigger edit khi pencil click phiếu khác + sync values + Pencil "sáng lên" active state (bg-brand-100 + ring) khi editingRowId === p.id + wire editingRowId từ Workspace → PeListPanel
• B14 (d2306b8) — QuoteDialog bỏ checkbox isSelected (consolidate winner ở Section 2.a) + winner column Section 4 LUÔN highlight emerald (header ✓ prefix + cells full column) + QuoteDialog full overlay loading + spinner + NccSelectorRow inline spinner "Đang chọn NCC + sync cột giá Section 4…"

Verify: npm run build × 2 app pass · dotnet test 83 pass · push OK.

✅ Session S10-11+++++++ done (2026-05-07) — PE Workspace UX overhaul đầy đủ (23 commit)

User UAT live mode iterate liên tục. Áp rule feedback_uat_skip_verify (memory): skip dotnet test + npm build sau mỗi chunk, push ngay. Lesson hotfix CI 0ae3fe2: rename/remove → BẮT BUỘC npm run build 1 lần trước commit.

11 batch deliverable (chi tiết narrative đầy đủ xem STATUS.md Recently Done row đầu tiên + session log 2026-05-07-2359-pe-workspace-ux-overhaul.md):

• B1 (S10) PE Thao tác 2-panel workspace mirror HĐ Thầu phụ pattern (4 commit ee0d360→d04bd88)
• B2 (S11) Migration 17 AddManualBudgetFieldsToPeAndContract — 4 cột manual budget cho PE + HĐ + App CQRS + FE (5 commit ecd5f7e→bf17740)
• B3 (S11+) BudgetFieldRow inline editor Section 2.b — toggle + Select OR 2 input + auto-detect mode (3 commit 19712d8→7f38c02)
• B4 (S11++) InfoTab inline edit Section 1 + PeListPanel pencil hover + URL ?editHeader=1 (3 commit 5a89dd2→cb0598d)
• B5 (S11+++) Workspace "new" sectioned create view 5 sections + LockedHint S3-5 (1 commit 66fa469)
• B6 (S11++++) Pe_*_List Danh sách disable toàn bộ tương tác (2 commit 7dfeb1a+a1665ee)
• B7 (S11+++++) Workspace "new" lock Loại quy trình theo URL + Select preset Điều khoản TT (1 commit 18ebfa1)
• B8 (S11++++++) PE Display status meta — Bản nháp / Đã gửi duyệt / Đã duyệt / Từ chối (1 commit 0c5db13)
• B9 (S11+++++++) Phase TraLai = 98 + pencil always visible + edit gating + editableOnly filter (1 commit d15398f)
• B10 (hotfix CI) TS errors forcedPhase rename + unused PurchaseEvaluationType import (1 commit 0ae3fe2)
• B11 (last) PE detail polish — NCC selector dropdown + Section 3 winner protect + Bottom action bar Lưu/Gửi Duyệt (1 commit 4c0625c)

Defer cho Session 12+ (cần explicit UAT trigger):

• Workflow transition vào TraLai — BE workflow service chưa wire button "Trả lại" cho approver. FE đã ready accept.
• BE multi-phase filter param ?phases=2,3,4,5,6 — cho FE display status "Đã gửi duyệt" precision filter.
• Section 5 Opinion sign trong Duyệt mode — verify nếu UAT user cần sign opinions ở leaf "Duyệt" (hiện code path opinionsReadOnly = readOnly khi mode='detail').

✅ Session 11 done (2026-05-07) — Migration 17 manual budget fields PE + HĐ

(Note: Session 11 + 11+ + 11++ + ... đã merge vào batch S10-11+++++++ ở trên — đây là sub-row chronological, KHÔNG cắt narrative cũ.)

✅ Session 9 done (2026-05-04) — Chunk E-bis complete (FE 2-stage + HĐ/Budget mirror + 6 test)

User chỉ thị "làm hết cho xong tính năng luôn" sau Session 8 close bug fix anh Kiệt phía BE PE. Session 9 đóng toàn bộ pending Chunk E-bis (defer từ session 8).

• Chunk E2 — FE Workflow Panel PE hiển thị progress 2-stage timeline per phase × dept (commit f8eebd5). Component DeptApprovalsSection group by phase × dept, highlight amber khi current phase có Review nhưng chưa Confirm, badge fuchsia "bypass" khi NV.CanBypassReview. Cả fe-admin + fe-user (rule §3.9).
• Chunk E3 — FE UserManager toggle CanBypassReview (commit 4380bdc). UserDto BE thêm field CanBypassReview. UsersPage column "Bypass" + button ShieldCheck (icon highlight fuchsia khi enabled). Endpoint backend đã có sẵn từ Session 8 Chunk E1. fe-user KHÔNG có UsersPage (admin-only).
• Chunk E4 — HĐ 2-stage logic mở rộng (commit b6f5a16). ContractWorkflowService thêm UserManager<User> DI + mirror toàn bộ logic 2-stage từ PE service (sau policy guard, trước gen mã HĐ). ContractDepartmentApprovalFeatures.cs (List query mirror PE pattern). Endpoint GET /contracts/{id}/department-approvals. FE WorkflowHistoryPanel section "Tiến trình duyệt 2-cấp phòng ban" insert giữa WorkflowSummaryCard và Lịch sử duyệt.
• Chunk E5 — Budget 2-stage logic mở rộng (commit 1fc439b). TransitionBudgetCommandHandler thêm INotificationService + IDateTime DI + mirror 2-stage logic. BudgetDepartmentApprovalFeatures.cs + endpoint. FE BudgetWorkflowPanel section "Tiến trình duyệt 2-cấp phòng ban". Note: low-priority cho Budget (ít user duyệt budget per dept) nhưng giữ consistent UX 3 module.
• Chunk E6 — 6 test 2-stage + IdentityFixture helper (commit 8353fe8). IdentityFixture (Common/) setup ServiceProvider với Identity stack đầy đủ — DbContext SQLite shared connection + AddIdentityCore + AddRoles + AddEntityFrameworkStores. Single shared scope cho fixture lifetime đảm bảo DbContext + UserManager đồng instance. Helper CreateUserAsync(email, name, deptId, roles, canBypassReview) reusable. 6 test PeTwoStageApprovalTests: NV_Review_Blocks_Phase_Transition (đóng bug anh Kiệt — test chính xác) / TPB_Confirm_After_NV_Review_Allows_Transition / NV_With_BypassReview_Allows_Transition_With_IsBypassed_True / Admin_Skips_TwoStage_Logic_Entirely / Reject_Sets_RejectedFromPhase_And_Forces_DangSoanThao / Resume_After_Reject_Jumps_Back_To_RejectedPhase. Tests Contract + Budget 2-stage skipped — logic identical PE, ROI thấp; pattern reusable nếu UAT phát hiện regression riêng. Total 77→83 test pass.

Stats sau session 9:

• BE LOC: ~13750 → ~14400 (+650, gồm Contract + Budget 2-stage logic + 2 List feature + Test fixture)
• API endpoints: ~131 → ~133 (+2 List dept-approvals HĐ/Budget)
• Tests: 77 → 83 (+6 PE 2-stage)
• Schema không đổi (Migration 16 đã có sẵn từ session 8)
• 5 commit per-chunk pushed → 1 CI run trigger qua HEAD = 8353fe8

Pending còn lại Phase 9: chỉ Hard blockers Ops (UAT thật / SMTP / Rotate creds / SQL backup). Feature 2-stage đầy đủ.

✅ Session 8 done (2026-05-04) — Migration 16: 2-stage dept approval + smart reject + lock edit

Bối cảnh: Anh Kiệt (FDC) báo bug PE workflow: NV.PRO tạo phiếu → duyệt được hết phase. Phân quyền sai vì policy chỉ check role, không check Stage 2-cấp.

3 ràng buộc gộp 1 migration:

• Lock edit khi Phase != DangSoanThao — 17 handler thêm guard (Contract Detail × 15 qua helper EnsureContractType, PE Detail × 5 qua helper mới PurchaseEvaluationDraftGuard, Budget Detail × 3 inline). KHÔNG lock Comment + Attachment + Opinion (workflow design intent).

• Smart reject + Resume — Decision=Reject → entity.RejectedFromPhase = currentPhase + force targetPhase=DangSoanThao. Resume: Drafter trình từ DangSoanThao + RejectedFromPhase != null → jump tới phase đã reject + clear field. Bypass policy guard ở resume.

• 2-stage dept approval (PE only v1) — User.DepartmentId != null + role guard:

  • DeptManager (TPB) → Stage=Confirm trực tiếp
  • User.CanBypassReview=true → Stage=Confirm + IsBypassed=true
  • Else (NV) → Stage=Review only, BLOCK transition cho đến khi TPB confirm
  • Schema: 3 bảng *DepartmentApprovals UNIQUE (TargetId, Phase, Dept, Stage)

• Migration 16 AddTwoStageDeptApprovalAndSmartReject — 4 ALTER + 3 CREATE TABLE + 12 indexes + FK Cascade

• Endpoint mới: GET /api/purchase-evaluations/{id}/department-approvals (List), PATCH /api/users/{id}/bypass-review (toggle)

• Notify TPB cùng dept khi NV review (best effort, fail non-critical)

• Verify: Build pass + 77 test pass + Migration applied LocalDB OK + schema verified qua sqlcmd

• 5 commit per-chunk: 5fe61cc (A) · 14f3c9f (B) · 9747f8c (C) · a532ba6 (D) · current (E1)

Session log: 2026-05-04-1230-chot-session-8-2-stage-dept-approval.md.

Pending Chunk E-bis ✅ TẤT CẢ DONE ở Session 9 (xem section trên):

• FE Workflow Panel hiển thị progress 2-stage timeline (E2 — PE) + HĐ (E4) + Budget (E5)
• FE UserManager toggle CanBypassReview checkbox (E3)
• HĐ 2-stage mở rộng (E4)
• Budget 2-stage mở rộng (E5)
• Tests 2-stage logic Service-layer (E6 — 6 test PE + IdentityFixture)

✅ Session 6 done (2026-04-30 — pure docs work)

• MD audit + compact — STATUS -27%, HANDOFF -32%, migration-todos -35%, archive 51 row Phase 0-7 cũ
• 3 skill refresh — form-engine Phase 2 MVP → Tier 3 feature-complete, permission-matrix 12 menu → ~60 + inheritance roots, ef-core-migration 24 DbSet → 52 bảng
• Rule mới rules.md §7 — Khi nào viết test (timing rule 5-row table)
• Rule mới rules.md §6.4 — Audit + compact MD định kỳ (cadence + checklist + anti-pattern)
• rules.md §9.4 — Mở rộng skill audit cross-ref §6.4

✅ Session 9+ housekeeping done (2026-05-04 — sau Session 9 close)

• Audit định kỳ 2026-05 — combined skill + doc drift (commit 7dc0233). Log skill-audit-2026-05.md.
• Optional polish — fe-user Inbox PE section (commit 332a90f). HĐ + PE 2 section trong InboxPage.
• User Manual 7 file rewrite compact (commit 16c2c9c). End-user style: bỏ field/error tables, giữ numbered steps đơn giản. ~86 KB total.

✅ Session 11 done (2026-05-07) — Migration 17 manual budget fields PE + HĐ

User feedback: PE/HĐ link Budget Select chỉ Phase=DaDuyet → user phải break flow tạo Budget approved trước. Solution: toggle "Nhập tay" + 2 input field fallback (Tên text + Số tiền number) lưu trên entity, KHÔNG cần Budget entity. Mirror logic PE ↔ HĐ (Q3 chốt).

• Chunk 1 Domain+Infra (commit ecd5f7e) — Migration 17 AddManualBudgetFieldsToPeAndContract 4 ALTER + 2 entity property + 2 EF config (HasMaxLength + HasPrecision). Applied LocalDB. 3-file rule.
• Chunk 2 App CQRS (commit 0f7901c) — Create/Update PE + Contract commands + Validator (>=0 when has value) + Handlers + DTO + diff log audit + CreateContractFromEvaluation carry forward.
• Chunk 3 FE-Admin (commit bab5031) — types +2 field, PeHeaderForm toggle + 2 input + payload conditional, PeDetailTabs Section "b. Ngân sách" fallback display + badge "nhập tay", refactor PurchaseEvaluationCreatePage wrap PeHeaderForm DRY (222→30 LOC), ContractCreatePage NewForm + EditForm cùng pattern + read-only branch khi !isDraft.
• Chunk 4 FE-User mirror (commit 14f8d9d) — 6 file y hệt content (rule §3.9).
• Chunk 5 Docs (commit current) — STATUS row + HANDOFF TL;DR Session 11 + session log 2026-05-07-2300-pe-hd-manual-budget-mig17.md.
• Verify: dotnet build + 83 test pass mỗi chunk · npm build fe-admin + fe-user pass · LocalDB migration applied.
• KHÔNG đụng Budget entity / Phase=DaDuyet validation (giữ invariant). Manual fields chỉ là fallback display/note, KHÔNG join với Budget.Details cho per-row comparison ở PE matrix Section 4.

✅ Session 10 done (2026-05-07) — PE "Thao tác" 2-panel workspace

User chỉ thị restructure menu PE: leaf "Thao tác" (Pe_*_Create) từ page Create header riêng /new sang workspace 2-panel mirror pattern HĐ Thầu phụ ContractCreatePage. Spec chốt 5 câu trước code (xem session log đầy đủ rationale).

• Chunk 1 fe-admin (commit ee0d360) — PeListPanel.tsx (~180 LOC pure picker reuse + sticky "+ Thêm mới") + PeHeaderForm.tsx (~210 LOC extract) + PurchaseEvaluationWorkspacePage.tsx (~120 LOC 2-panel). PeDetailTabs thêm prop mode?: 'detail' \| 'workspace' + Section 5 hint amber + force opinionsReadOnly. Layout resolver remap. App.tsx route mới.
• Chunk 2 fe-user mirror (commit ecf3c59) — 6 file y hệt content (rule §3.9 duplicate có chủ đích).
• Chunk 3 docs (commit 7e3cfa5) — STATUS Recently Done + HANDOFF TL;DR Session 10 + session log 2026-05-07-2100-pe-workspace-2panel.md. KHÔNG update skill (per §9.5 — không drift đáng audit, FE pure refactor).
• Verify: 2 build (fe-admin + fe-user) pass + dotnet test 83 pass mỗi chunk. Route /new cũ giữ tồn tại cho deep-link "Sửa header" button.
• KHÔNG đụng BE / migration / schema / endpoint / test count.

A. Hard blockers (chờ user / ops)

• UAT thật 1 tuần với 2-3 user (30 demo: 16 sample + 14 Solutions thật)
• SMTP config → Email outbox (BLOCKED chờ user cấp host/user/pass)
• Rotate credentials (admin + 30 demo + SA + vrapp + JWT secret + Gitea runner token)
• Schedule SQL backup daily Task Scheduler

B. PE feature gap còn lại

• Export phiếu PDF/Excel — IDocumentConverter + template PE-TrinhDuyet.docx (user pending — không quan trọng lắm)

C. Optional polish (làm khi UAT phát sinh)

• Budget MaNganSach atomic sequence + migration AddBudgetCodeSequences
• Budget versioned workflow + migration AddBudgetVersionedWorkflow
• Payment terms PE tách field (JSON → 6 column)
• Auto-map PE Details → Contract Details khi gen HĐ
• Matrix Quotes bulk paste từ Excel
• fe-user Inbox thêm section "Phiếu Duyệt NCC chờ tôi" — done 2026-05-04 (commit 332a90f). useQuery thứ 2 cho /pe/inbox + Panel 1 chia 2 section sticky header. Click PE → navigate /purchase-evaluations/:id (page riêng).

D. Tests Phase 3-5 (làm khi gặp bug recurring để justify ROI)

• Phase 3 — Application handler tests (CQRS + EF InMemory) ~15 test
• Phase 4 — API smoke tests (WebApplicationFactory) ~7 test
• Phase 5 — FE Vitest cho lib utility (queryMatches, fmtMoney) ~10 test

E. Ops chưa xong

• Remove binding cũ .huypham.vn sau verify stable
• win-acme scheduled task fix unhealthy (cert expire 2026-06-18)

🔁 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 10+ — 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