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- 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>
153 lines
9.5 KiB
Markdown
153 lines
9.5 KiB
Markdown
# Migration To-dos — Atomic Roadmap
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> Tick `[x]` khi xong. Phase 0-5 + Tier 3 + Phase 6 đã DONE — collapsed. Detail xem session
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> logs trong `docs/changelog/sessions/`. Active work: Phase 7 partial (Budget BE done, FE WIP) + Phase 8 (Budget refinement).
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## ✅ Phase 0-5 + Tier 3 — Done (2026-04-21..22)
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| Phase | Focus | Trạng thái |
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|---|---|---|
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| 0 Draft | Scaffold .NET 10 + 2 Vite + parse FORM/QT + docs | ✅ |
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| 1 Alpha Core | Auth + 12 role + Permission Matrix + 3 master CRUD + Contract draft | ✅ |
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| 2 Form Engine | OpenXml + ClosedXML render + LibreOffice PDF + DynamicForm | ✅ |
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| 3 Workflow | State machine 9 phase + RG-001 code gen + SLA job + attachments + SignalR realtime | ✅ |
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| 4 Reporting | Dashboard KPI + Excel export + MyDashboard role-aware + brand identity #1F7DC1 | ✅ |
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| 5 Production | CI/CD Gitea Actions + 3 IIS site + Let's Encrypt + Security headers + Users CRUD | ✅ |
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| Tier 3 | Versioned workflow + 3-panel layout + 4-bảng overhaul + 4 master catalogs + 16 demo users + RolesPage CRUD + 7 demo HĐ varied | ✅ |
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Detail chi tiết: `docs/changelog/sessions/2026-04-21-*.md` + `2026-04-22-0300-tier3-feature-complete.md` + `2026-04-23-*.md`.
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## ✅ Phase 6 — Module Duyệt NCC (tiền-HĐ) — Done
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### Iter 1 (2026-04-23)
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- [x] Migration 12 `AddPurchaseEvaluations` — 10 bảng (Header/Suppliers/Details/Quotes/Approvals/Changelogs/Attachments/WorkflowDefinitions/Steps/StepApprovers)
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- [x] Domain — 2 enum (Type A/B, Phase 7-state) + Policy record + Registry + FromDefinition builder
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- [x] Seed — 13 menu Pe_*/PeWf_* + 2 WorkflowDefinition v01 (QT-DN-A 3-step, QT-DN-B 5-step)
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- [x] Application CQRS ~900 LOC — Create/Update/Transition/List/Inbox/Get/Delete + Supplier CRUD + Detail CRUD + Quote Upsert + SelectWinner + Changelog
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- [x] PurchaseEvaluationWorkflowService — policy guard + approval + notification + changelog
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- [x] PurchaseEvaluationsController — 17 endpoint REST
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- [x] FE 2 app — Types + PurchaseEvaluationsListPage 3-panel + Create page + PeDetailTabs + PeWorkflowPanel + Menu resolver Pe_*
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- [x] Kế thừa HĐ — `CreateContractFromEvaluationCommand` (guard DaDuyet + SelectedSupplier + !ContractId) → Contract draft. FE CreateContractDialog pick ContractType.
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- [x] **Migration 13** `AddPurchaseEvaluationCodeSequences` — atomic MaPhieu sequence `PE/{YYYY}/{A|B}/{Seq:D3}`
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- [x] Demo PE seed — 4 phiếu varied phase (A-001/A-002/A-003/B-001) + Pe_* permission defaults 7 role × 9 menu key
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Session log: `2026-04-23-2300-purchase-evaluations.md` + `2026-04-24-1030-pe-polish-demo-maphieu-perms.md`.
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### Iter 2 — UX polish (2026-04-24)
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- [x] Rename menu "Phương Án" → "Giải pháp" + backfill DB (zero breaking change)
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- [x] Menu tree inheritance extend Pe_*/PeWf_* (`GetMyMenuTreeQuery` + 4 root)
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- [x] Accordion mutex Pe_* groups + sidebar w-72 + label nowrap
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- [x] NavLink active check query string (queryMatches helper) — fix 2 leaf cùng highlight
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- [x] PE detail flat layout: Panel 2 = 4 section (Thông tin/NCC/Hạng mục/**Bảng so sánh**), Panel 3 += Approvals + Changelog
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- [x] Upload file đính kèm per-NCC (SupplierAttachmentsCell) + Bảng so sánh tổng (GeneralAttachmentsSection, supplierRowId=null) + enum `ComparisonTable=4`
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- [x] readOnly mode menu "Duyệt" (pendingMe=1) — hide Sửa/Xóa/Thêm/Edit/Upload/Delete, giữ download + transition + comment
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- [x] Contract: move Lịch sử điều chỉnh Panel 2 → Panel 3 (Chi tiết HĐ full-width)
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- [x] Demo email rebrand `@solutionerp.local` → `@solutions.com.vn` + `BackfillUserEmailDomainAsync` (idempotent rename 4 field Email/NormalizedEmail/UserName/NormalizedUserName)
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Session log: `2026-04-24-chot-session-3-pe-polish.md`.
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### ✅ Domain rebrand `.huypham.vn` → `.solutions.com.vn` (2026-04-24)
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- [x] 18 file repo (FE env + scripts + CI/CD + docs + skill + code comments)
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- [x] `scripts/migrate-domains.ps1` (ASCII-only #30) — 3 IIS binding + 3 cert Let's Encrypt + auto HTTPS + redirect
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- [x] CI/CD auto rebuild BE CORS + FE bundle VITE_API_BASE_URL
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- [x] E2E verified 3 domain live + preflight OK
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Sub: `api.solutions.com.vn` · `admin.solutions.com.vn` · `eoffice.solutions.com.vn`. Old `.huypham.vn` vẫn fallback (chưa remove).
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## 📝 Phase 7 — PE feature gap + Budget BE (Session 4 partial done)
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### A. PE feature gap (3 task MISSING — carry over session 5)
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- [ ] **PE Workflow admin designer UI** `/system/pe-workflows/:typeCode`
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- BE `Application/PurchaseEvaluations/PeWorkflowAdminFeatures.cs` (mirror `WorkflowAdminFeatures.cs`)
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- `Api/Controllers/PeWorkflowsController.cs`
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- FE `fe-admin/src/pages/system/PeWorkflowsPage.tsx` + `PeWorkflowDesigner.tsx`
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- Route `/system/pe-workflows/:typeCode` (menu PeWf_* + resolver đã sẵn)
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- [ ] **Ý kiến 4 phòng ban** (Phê duyệt / P.CCM / P.MuaHàng / SM-PM) ở tab Thông tin
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- Option A: 4 text field + signoff date + UserId vào header
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- Option B: dùng `PurchaseEvaluationApprovals` với roleKind extra field
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- UX: 4 box sign-off như Excel mẫu
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- [ ] **Export phiếu PDF/Excel** — tái dùng `IDocumentConverter` + template `PE-TrinhDuyet.docx`
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### B. Optional polish
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- [ ] Auto-map PE Details → Contract per-type Details khi gen HĐ (phức tạp vì 7 schema khác nhau)
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- [ ] Payment terms tách field từ JSON → 6 column (Tạm ứng/TT tạm/Quyết toán/Bảo hành/Hạn mức/Đánh giá)
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- [ ] Matrix Quotes bulk paste từ Excel
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- [ ] fe-user Inbox thêm section "Phiếu Duyệt NCC chờ tôi"
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### C. Ops
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- [ ] Remove binding cũ `.huypham.vn` sau verify stable: `ssh vietreport-vps ; cd C:\solution-erp\scripts ; .\migrate-domains.ps1 -RemoveOld -SkipCert`
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- [ ] win-acme scheduled task fix unhealthy (cert expire 2026-06-18)
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- [ ] UAT thật 1 tuần với 2-3 user (30 demo user — 16 sample + 14 Solutions thật)
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- [ ] SMTP config → Email outbox
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- [ ] Rotate credentials (admin + 30 demo + SA + vrapp + JWT)
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- [ ] Schedule SQL backup Task Scheduler
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### D. Module Ngân sách (Budget) — Session 4 ✅ partial done
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- [x] **Migration 14** `AddBudgets` — 4 bảng (Budgets/BudgetDetails/BudgetApprovals/BudgetChangelogs) + index BudgetId nullable trên Contract & PurchaseEvaluation
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- [x] Domain — `Budget` (Header) + `BudgetDetail` (flat row) + `BudgetApproval` + `BudgetChangelog` + enum `BudgetPhase` 5-state + `BudgetEntityType` Header/Detail/Workflow
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- [x] `BudgetPolicy.Default` hardcoded simple 3-step (Drafter→CCM→CEO + Reject từ ChoCCM/ChoCEO về DangSoanThao)
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- [x] Application CQRS ~340 LOC — Create + UpdateDraft + Transition + List + GetDetail + Delete (only DangSoanThao/TuChoi) + Detail CRUD (auto-recompute TongNganSach) + ListChangelogs
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- [x] `BudgetsController` 11 endpoint REST
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- [x] Menu seed `Budgets` root + 3 leaf (Bg_List/Bg_Create/Bg_Pending) order=27 icon Wallet
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- [x] **14 demo user Solutions thật** — PRO 5 + CCM 7 + ISO 1 + CEO 1 (pwd `User@123456`)
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Session log: `2026-04-28-chot-session-4-budget.md`.
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### E. Pending migrations
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- [ ] `AddPePaymentTermFields` (nếu chốt UX tách field)
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- [ ] `AddPeDepartmentOpinions` (nếu chọn Option A header columns)
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- [ ] `AddBudgetCodeSequences` (nếu chốt format MaNganSach atomic — hiện Random.Shared)
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- [ ] `AddBudgetVersionedWorkflow` (nếu user cần admin config UI thay vì hardcoded `BudgetPolicy.Default`)
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## 📝 Phase 8 — Budget FE + integration (Session 5 active)
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### A. FE Budget pages — copy pattern PE
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- [ ] `fe-admin/src/types/budget.ts` (types + enum BudgetPhase + ApprovalDecision reuse)
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- [ ] `fe-admin/src/pages/budgets/BudgetsListPage.tsx` (3-panel `[320px_1fr_360px]`)
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- [ ] `fe-admin/src/pages/budgets/BudgetCreatePage.tsx` (form Header)
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- [ ] `fe-admin/src/components/budgets/BudgetDetailTabs.tsx` (Thông tin / Hạng mục)
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- [ ] `fe-admin/src/components/budgets/BudgetWorkflowPanel.tsx` (Panel 3 timeline + transition + comment)
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- [ ] Mirror tất cả sang `fe-user/`
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- [ ] App.tsx routes `/budgets`, `/budgets/new`, `/budgets/:id` cả 2 app
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- [ ] Menu resolver `Bg_*` (Bg_List → `/budgets`, Bg_Pending → `/budgets?phase=Pending`, Bg_Create → `/budgets/new`)
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### B. PE/Contract → Budget integration
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- [ ] **PE form** thêm field `Ngân sách` select Budget (filter Phase=DaDuyet, NamNganSach=current, ProjectId match)
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- [ ] **Contract form** tương tự — link sang Budget cho đối chiếu chi phí
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- [ ] PE Detail tab thêm cột "So với ngân sách" — compute từ BudgetDetail tương ứng (match GroupCode + ItemCode)
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### C. Budget refinement (when needed)
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- [ ] Budget MaNganSach atomic sequence — chốt format chính thức rồi thêm `AddBudgetCodeSequences` migration + `IBudgetCodeGenerator` SERIALIZABLE pattern (mirror Contract/PE)
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- [ ] Budget versioned workflow — admin config UI nếu Solutions cần custom step approver beyond default 3-step
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## 🔁 Skill governance (recurring)
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Quy tắc: `docs/rules.md §9`. Audit định kỳ mỗi đầu tháng — workflow §9.4.
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- [x] **Setup ban đầu** — 6 skill (3 domain + 3 ops), rules §9 ← `661f859`
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- [ ] **Audit 2026-05-01** — log `docs/changelog/skill-audit-2026-05.md`
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- [ ] **Audit 2026-06-01**
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- [ ] **Audit 2026-07-01**
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Cron task `solution-erp-skill-audit-monthly` fire 9:00 AM ngày 1 mỗi tháng.
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## 📦 Post-launch (Phase 9+ — future)
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- [ ] **Email outbox** (MailKit + SMTP) — blocked chờ SMTP config
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- [ ] E-signature integration (VNPT CA hoặc FPT CA)
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- [ ] Tích hợp Bravo / SAP ERP import NCC
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- [ ] Mobile app (React Native?) cho BOD duyệt ngoài giờ
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- [ ] AI: gợi ý điền form dựa HĐ cũ, OCR scan HĐ đối tác
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- [ ] Multi-tenant nếu có công ty thứ 2
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