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solution-erp/docs/HANDOFF.md
pqhuy1987 fe7ad8e4a3 [CLAUDE] Phase4: Report MVP + Docs Consolidation (rules, architecture, schema-diagram) 
Backend Report:
- Application/Reports/Dtos/DashboardStatsDto: 5 KPI + PhaseCount + SupplierCount + ProjectCount + MonthlyValue
- Application/Reports/Queries/GetDashboardStats handler: total/active/overdue/published this month/totalValueActive + byPhase + top 5 NCC/du an + 12 thang monthly (fill zero khi thang empty)
- Application/Reports/Services/IContractExcelExporter interface
- Infrastructure/Reports/ContractExcelExporter: ClosedXML workbook 10 cot, header style bold+blue, number format #,##0, formula SUM, auto-fit, freeze header
- Application/Reports/Commands/ExportContractsToExcelCommand: filter phase/supplier/project/date range
- Api/Controllers/ReportsController: GET /reports/dashboard, GET /reports/contracts/export
- DI register IContractExcelExporter (Scoped)

Frontend fe-admin:
- types/reports.ts: DashboardStats type
- components/BarChart.tsx: generic horizontal bar chart — chi Tailwind, khong thu vien ngoai
- pages/DashboardPage.tsx REWRITE: 5 KPI card (FileText/TrendingUp/AlertTriangle/CheckCircle2/Coins) + by-phase bar + monthly 12-month chart + top 5 NCC + top 5 du an + skeleton loader
- pages/ReportsPage.tsx MOI: filter phase/fromDate/toDate → export Excel button
- Route /reports vao App.tsx

E2E verified:
- GET /api/reports/dashboard → 200 voi day du KPI + monthly fill 12 thang
- GET /api/reports/contracts/export → 200 xlsx 7229 bytes (Microsoft Excel 2007+)

Docs consolidation (theo yeu cau user):
- docs/rules.md MOI: 9 section coding conventions (ngon ngu UI/code/DB/docs, BE Clean Arch, CQRS+MediatR, Validation FluentValidation, Error handling, Async, Entity rules, DI, Package pinning, FE React/TS erasableSyntaxOnly, path alias, TanStack Query, Permission guard, Toast+error, DB convention, Git commit format, Docs structure, Testing, Security)
- docs/architecture.md MOI: layered overview ASCII art, request lifecycle (1 POST/api/contracts qua 10 step), workflow state machine 9 phase, permission model, data flow sequence diagram 4 actor (Drafter/Manager/CCM/BOD/HRA), deployment architecture Phase 5, skill library, non-functional table
- docs/database/schema-diagram.md MOI: full ERD 19 table mermaid + data flow diagram + vong doi 1 HD (create → 7 transition → gen ma → publish) + index strategy table + relationship cardinality + soft delete behavior + SQL queries (inbox/dashboard/gen ma) + migration history
- docs/gotchas.md UPDATE: 17 → 26 pitfalls, them section "Claude Code harness quirks" (Edit File not read, DI build pass nhung runtime fail) + "Contract workflow" (ma HD gen 2 lan, BE-FE NEXT_PHASES sync, race condition) + "Permission matrix" (cache real-time, MenuKey typo)
- docs/STATUS.md: Phase 4 MVP done, docs entry points section liet ke het, next Phase 5 Production
- docs/HANDOFF.md: phase table them Phase 4 row, file tree update voi Reports, test points day du, git state commit 7
- docs/changelog/migration-todos.md: tick Phase 4 MVP items + them iteration 2 list
- docs/changelog/sessions/2026-04-21-1430-phase4-report.md: session log voi thong so cumulative (BE 3100 LOC, 30 docs)
- CLAUDE.md root: update Tai lieu quan trong section them rules.md, architecture.md, schema-diagram.md, .claude/skills (13 links now)

Bug fix:
- TS unused import ContractPhaseLabel trong DashboardPage
- DI thieu register IContractExcelExporter — build pass but runtime would fail (added)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 12:42:46 +07:00

8.9 KiB
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HANDOFF — Brief 5 phút cho session tiếp theo

Last updated: 2026-04-21 14:30 (cuối Phase 4 MVP + docs consolidation)

Ở đâu rồi?

Phase Trạng thái
0 Draft ✅ Done
1 Alpha Core foundation ✅ Done
1 Alpha Core đợt 2 (CRUD + Permission) ✅ Done
2 Form Engine MVP ✅ Done
2 Form Engine iteration 2 📝 Optional
3 Workflow MVP (9 phase + code gen) ✅ Done
3 Workflow iteration 2 (SLA job + notify + attachment) 📝 Optional
4 Report + Polish MVP (Dashboard + Excel) ✅ Done
4 Report iteration 2 (SLA report, PDF export) 📝 Optional
5 Production (CI/CD IIS) 📋 Next

Run nhanh

# Terminal 1 — API (auto seed 8 template lần đầu)
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

Điểm cần test ngay (Phase 4 MVP):

  • Admin /dashboard → 5 KPI card + By Phase bar + Monthly chart + Top NCC/dự án
  • Admin /reports → filter phase/date → Export Excel .xlsx 10 cột có formula SUM
  • fe-user /contracts/new → tạo HĐ draft (Phase 2 DangSoanThao, SLA +7d)
  • fe-user /inbox → xem HĐ chờ role mình xử lý
  • /contracts/{id} → click "Duyệt → tiếp" chạy state machine. Phase 8 gen MaHopDong RG-001
  • /forms → render template .docx
  • /system/permissions → ma trận Role × MenuKey
  • /master/suppliers|projects|departments → CRUD

Cần làm kế tiếp (ưu tiên)

A. Phase 5 — Production (tuần 12-13, item lớn nhất còn lại)

Đọc trước: docs/changelog/migration-todos.md section Phase 5.

  • .gitea/workflows/deploy.yml CI/CD build + deploy IIS
  • scripts/deploy-iis.ps1 stop app pool → xcopy → start
  • Windows Server IIS + URL Rewrite + ARR (reverse proxy FE → .NET)
  • HTTPS cert via win-acme hoặc mua
  • appsettings.Production.json + user secrets + JWT secret rotation
  • Rate limiting middleware (auth endpoint 5 req/min/IP)
  • Security audit OWASP top 10
  • Health check endpoint /health
  • Serilog → file rolling daily retention 30d
  • SQL backup: daily full + 15min log
  • Runbook: restart, rollback migration, restore backup
  • UAT production 1 tuần với 2-3 user thật
  • Go-live checklist

B. Polish iterations (optional — khi rảnh)

Phase 2 iter 2: convert 3 .doc qua Word COM DisplayAlerts=0 hoặc LibreOffice, field spec JSON + form builder FE dynamic, {{#loop}} block support, PDF convert, FE upload template multipart.

Phase 3 iter 2: SlaExpiryJob BackgroundService auto-approve, email (MailKit) + in-app (SignalR) notify, upload attachment endpoint + FE multipart (wwwroot/uploads/contracts/{id}/), RowVersion concurrency, render HĐ docx khi tạo (merge TemplateId + DraftData + ContractClause).

Phase 4 iter 2: SLA overdue report by role/phase, PDF HĐ export (LibreOffice), dashboard user-specific (role tôi).

C. Phase 2 iteration 2 (form engine polish)

  • Convert 3 file .doc qua Word COM DisplayAlerts=0 + timeout, hoặc LibreOffice
  • Field spec JSON per template + dynamic form builder FE
  • {{#loop}}...{{/loop}} block support cho table lặp
  • PDF convert via LibreOffice headless
  • Admin upload template UI (multipart)

D. Quick wins (không block phase)

  • FE Users management + Roles CRUD (test permission với non-admin user thật)
  • Filter Inbox theo phase FE
  • Refresh token auto (FE axios interceptor retry 401)

Lưu ý kỹ thuật quan trọng

Đọc gotchas.md trước khi:

  • Thêm package mới → check compat với .NET 10 (MediatR 14 fail → dùng 12)
  • Debug 404 API → kiểm Program.cs có persist không (Dropbox issue)
  • Expression tree error → tách switch ra ngoài LINQ
  • TS enum error → dùng const-object pattern (erasableSyntaxOnly)
  • Word COM stuck → kill + fallback LibreOffice
  • Migration lỗi → check 3 file đầy đủ (Designer + Migration + Snapshot)

File đang active

SOLUTION_ERP/
├── src/Backend/              (Clean Arch, 4 project, .NET 10)
│   ├── SolutionErp.Domain/
│   │   ├── Common/           BaseEntity, AuditableEntity
│   │   ├── Contracts/        ContractType, ContractPhase, ApprovalDecision + **Contract, ContractApproval, ContractComment, ContractAttachment, ContractCodeSequence** ← Phase 3
│   │   ├── Forms/            ContractTemplate, ContractClause  ← Phase 2
│   │   ├── Identity/         User, Role, MenuItem, Permission, AppRoles, MenuKeys
│   │   └── Master/           Supplier, Project, Department, SupplierType
│   ├── SolutionErp.Application/
│   │   ├── Auth/             Login, Refresh, Me
│   │   ├── Common/           Exceptions, Behaviors, Interfaces, Models
│   │   ├── Contracts/        ContractFeatures (8 CQRS), IContractWorkflowService, IContractCodeGenerator, DTOs  ← Phase 3
│   │   ├── Forms/            FormFeatures (List/Get/Render)  ← Phase 2
│   │   ├── Master/           Suppliers, Projects, Departments CQRS
│   │   ├── Permissions/      GetMyMenuTree, matrix upsert
│   │   └── Reports/          **DashboardStats, ExportContractsToExcel, IContractExcelExporter** ← Phase 4
│   ├── SolutionErp.Infrastructure/
│   │   ├── Forms/            DocxRenderer, XlsxRenderer, FormRenderer  ← Phase 2
│   │   ├── Identity/         JwtSettings, JwtTokenService
│   │   ├── Persistence/      DbContext, DbInitializer, Interceptors, Migrations (**5**)
│   │   ├── Reports/          **ContractExcelExporter** ← Phase 4
│   │   └── Services/         DateTimeService, ContractWorkflowService, ContractCodeGenerator  ← Phase 3
│   └── SolutionErp.Api/
│       ├── Authorization/    MenuPermissionHandler + Requirement
│       ├── Controllers/      Auth, Suppliers, Projects, Departments, Menus, Roles, Permissions, Forms, Contracts, **Reports** (10 controller)
│       ├── Middleware/       GlobalExceptionMiddleware
│       ├── Services/         CurrentUserService, WebHostEnvironmentLocator
│       └── wwwroot/templates/ 5 file .docx/.xlsx  ← Phase 2
├── fe-admin/                  (11 page)
│   └── src/pages/
│       ├── LoginPage
│       ├── DashboardPage  ← Phase 4 rewrite (KPI cards + BarChart)
│       ├── master/SuppliersPage, ProjectsPage, DepartmentsPage
│       ├── system/PermissionsPage
│       ├── forms/FormsPage  ← Phase 2
│       ├── contracts/ContractsListPage, ContractDetailPage  ← Phase 3
│       └── ReportsPage  ← Phase 4
├── fe-user/                   (5 page)
│   └── src/pages/
│       ├── LoginPage
│       ├── InboxPage  ← Phase 3
│       └── contracts/ContractCreatePage, ContractDetailPage, MyContractsPage  ← Phase 3
├── docs/                      (30 file)
│   ├── STATUS.md, HANDOFF.md, rules.md, architecture.md
│   ├── CLAUDE.md, PROJECT-MAP.md
│   ├── workflow-contract.md, forms-spec.md
│   ├── database/{database-guide, schema-diagram}.md
│   ├── flows/ (7 file — README + 6 flow)
│   ├── changelog/migration-todos.md + sessions/ (6 session log)
│   └── gotchas.md
└── .claude/skills/            (3 skill — all full spec)

Git state

(sẽ là commit 7) — Phase 4 Report MVP + docs consolidation
7e957a7 — Phase 3 Workflow MVP
5113e4c — Phase 2 Form Engine MVP
54d6c9b — Phase 1.2 CRUD + Permission
49a5f57 — Docs database-guide + flows
702411f — Phase 1 foundation
25dad7f — Phase 0 scaffold

Branch: main
Remote: chưa (Gitea URL chờ user — cần cho Phase 5)

Credentials + URLs

admin@solutionerp.local / Admin@123456

Đánh giá nhanh

Tốt:

  • Build pass 100% cả BE + FE
  • E2E test full 9-phase workflow end-to-end — mã HĐ gen đúng format RG-001
  • Docs đầy đủ: 26 file, session log mỗi chunk, gotchas tích lũy 17 pitfall
  • Cả 2 FE đều có Contract detail page + timeline + comment thread + state machine action

Rủi ro còn:

  • SLA chỉ set deadline — không có job auto-approve (Phase 3.2)
  • Không có notification (email + in-app) — user phải F5 inbox
  • Form render chỉ MVP — loop table + PDF chưa có
  • Permission matrix chưa test thực với non-admin user
  • 3 file .doc chưa convert (carryover Phase 2)
  • Không có upload attachment endpoint (chỉ có entity + DTO)