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solution-erp/docs/changelog/sessions/2026-04-21-1200-phase2-form-engine.md
pqhuy1987 5113e4c771 [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>
2026-04-21 12:01:11 +07:00

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# Session 2026-04-21 12:00 — Phase 2 Form Engine MVP
**Dev:** Claude (Opus 4.7)
**Duration:** ~1h
**Base commit:** `54d6c9b`
## Làm được
### Chunk D — Forms domain + packages
- NuGet: `DocumentFormat.OpenXml 3.x` + `ClosedXML 0.105+` (Infrastructure)
- Domain: `Forms/ContractTemplate` (FormCode, Name, ContractType, FileName, StoragePath, Format, FieldSpec JSON, IsActive), `Forms/ContractClause` (Code, Name, Content rich text, Version)
- EF configs: unique index FormCode, query filter IsDeleted
- DbSets + `IApplicationDbContext` update
- Migration `AddForms`
### Chunk E — Renderer + Application + Controller
- `Application/Forms/Services/IFormRenderer` + `RenderResult` record
- `Infrastructure/Forms/DocxRenderer` — OpenXml-based, xử lý placeholder bị split runs (gom text tất cả `<w:t>` trong paragraph → replace → gán lại vào text đầu)
- `Infrastructure/Forms/XlsxRenderer` — ClosedXML-based, replace cell value nếu là text chứa placeholder
- `Infrastructure/Forms/FormRenderer` — router theo format docx/xlsx
- Register `IFormRenderer` as Singleton trong Infrastructure DI
- `Application/Forms/FormFeatures.cs`:
- `ListContractTemplatesQuery` (filter type + onlyActive)
- `GetContractTemplateQuery`
- `RenderTemplateCommand` + Validator + Handler (resolve absolute path qua `IWebHostEnvironmentLocator`)
- `IWebHostEnvironmentLocator` interface trong Application — abstract `IWebHostEnvironment`, impl ở Api layer (`WebHostEnvironmentLocator`)
- `Api/Controllers/FormsController`: GET templates, GET single, POST render (return file)
### Chunk F — Convert + Seed + FE
- `scripts/convert-doc-to-docx.ps1` — Word COM automation. Chạy thử bị stuck (hidden dialog) → killed process. **3 file `.doc` chưa convert** — đánh dấu IsActive=false trong seed.
- Copy 5 file `.docx`/`.xlsx` từ `FORM/` → `wwwroot/templates/`
- `DbInitializer.SeedContractTemplatesAsync` — seed 8 template, check file exists để set IsActive
- FE: `types/forms.ts` (ContractTemplate + ContractTypeLabel), `pages/forms/FormsPage.tsx` — list + render button + Dialog điền JSON data → download file
- Route `/forms` add vào App.tsx (menu Layout đã có path sẵn)
## E2E verified
```
GET /api/forms/templates?onlyActive=false → 8 templates (5 active, 3 inactive)
POST /api/forms/templates/{fo-002.05-id}/render
body: {"benA_tenCongTy": "Solutions Construction", "giaTri": "150,000,000 VND", "ngayKy": "21/04/2026"}
→ HTTP 200, file .docx 482KB (Microsoft Word 2007+ format) — OK mở được bằng Word
```
TS check fe-admin pass.
## Bug gặp + fix
| Bug | Fix |
|---|---|
| `SpaceProcessingModeValues` namespace không tìm thấy | Dùng full path + wrap `EnumValue<>` |
| Word COM `SaveAs([ref])` type conversion error | Đổi sang `SaveAs2($path, 16)` |
| Word COM stuck (2 process, 164s CPU) | Kill process, fallback: skip .doc convert, đánh dấu IsActive=false cho 3 template tương ứng |
| Edit tool "File has not been read yet" sau system-reminder interrupt | Read lại rồi Write full file |
## Docs updates trong session này
- **`docs/gotchas.md`** (MỚI) — 17 bẫy đã gặp từ Phase 0 → 2, nhóm theo: tech stack constraints, EF Core, OpenXml/ClosedXML, System.Text.Json, file ops, dev workflow
- **`.claude/skills/form-engine/SKILL.md`** — update từ placeholder → full spec với code pointers, algorithm, API, limitations
- **`.claude/skills/permission-matrix/SKILL.md`** — update từ placeholder → full spec với BE policy + FE guard usage + pitfalls
- **`docs/STATUS.md`** — mark Phase 2 MVP done
- **`docs/changelog/migration-todos.md`** — tick Phase 2 items đã xong
## Handoff cho session tiếp theo
### Phase 2 còn lại (iteration 2)
- [ ] Convert 3 file `.doc` (retry Word COM với `DisplayAlerts=0` + set timeout) HOẶC dùng LibreOffice headless
- [ ] Field spec JSON mỗi template — cho phép FE render dynamic form thay vì điền JSON tay
- [ ] Form builder FE: dynamic render từ fieldSpec → validation → preview → submit
- [ ] Support `{{#loop}}...{{/loop}}` block (cho table hạng mục lặp ở FO-002.05, FO-002.07)
- [ ] PDF convert via LibreOffice headless (hoặc Aspose nếu mua license)
- [ ] Admin upload template mới qua UI (POST multipart)
- [ ] ContractClause rich text editor (TipTap) cho admin edit FO-002.04
### Phase 3 — Workflow (sắp tới)
Xem [`docs/flows/contract-approval-flow.md`](../../flows/contract-approval-flow.md).
Các việc lớn:
- Entity `Contract` + `ContractApproval` + `ContractComment` + `ContractAttachment`
- `IContractWorkflowService.TransitionAsync()` với state guard + role guard
- `IContractCodeGenerator` theo RG-001 với transaction SERIALIZABLE
- `SlaExpiryJob` hosted service auto-approve
- Email + in-app notification service
- FE Inbox + Contract detail + timeline UI
### Còn optional (không block Phase 3)
- Users management FE (tạo user + gán role)
- Roles CRUD
- fe-user menu động (hiện tại chưa sync với AuthContext menu pattern từ fe-admin)
### Blocker
- ⏳ **Gitea remote** URL
## Thông số sau Phase 2 MVP
- **Git commits:** 4 (từ scaffold) + sắp thêm 1
- **Backend LOC:** ~1900 (thêm ~400 cho Forms)
- **DB tables:** 14 (thêm ContractTemplates + ContractClauses)
- **API endpoints:** ~23 (thêm Forms 3)
- **FE pages:** 6 (thêm Forms)
- **Templates vật lý:** 5 .docx/.xlsx trong `wwwroot/templates/`
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