minicrm/PROGRESS.md

AfterSales CRM - Tiến độ

Trạng thái: Hoàn thành SOP + 6/7 AI Instructions (85%)

Đã test: Tất cả routes HTTP 200, Pest 8/8 tests (21 assertions) pass ✓ Tham chiếu: SOP_des.md — Bản đặc tả hệ thống After-Sale CRM Data import: php artisan app:import-cskh ai_instructions/CSKH.xlsx — 3658 rows imported successfully

Công nghệ

• Laravel 13.6.0 + Filament 5.6.1 + SQLite
• PHP 8.3
• Spatie laravel-permission (RBAC)
• Pest PHP (testing)

Tài khoản test

Role	Email	Password
admin	admin@minicrm.local	password
manager	manager@minicrm.local	password
staff	staff@minicrm.local	password

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ĐÃ HOÀN THÀNH

Giai đoạn 1: Mở rộng CSDL

• Bảng departments (id, name, manager_id → users)
• Bổ sung feedback: current_department_id, is_escalated
• Bảng ticket_transfer_logs (feedback_id, from/to department, sender, reason)
• Nâng cấp feedback_attachments: uuid, disk, collection
• Cài Spatie laravel-permission

Giai đoạn 2: Services & Logic

• FileService: upload, validation (jpg/png/pdf/mp4/mov ≤20MB), collection query, temporary URL
• TransferService: transfer department + reason required + notification
• ClosingService: role-gated close + proof_of_resolution check
• Policies cập nhật dùng Spatie hasRole()
• Custom Rule RequireProofOfResolution

Giai đoạn 3: Notifications

• TicketTransferred (Database + Mail)
• TicketClosed (Database + Mail)

Giai đoạn 4: Filament UI

• TransferDepartment Action trên Edit Feedback (modal: department + reason + attachment)
• CloseTicket Action (visible: admin/manager, status ≠ closed, requires confirmation)
• InteractionsRelationManager: role-aware status options (staff: no "closed"), department field
• FeedbackForm: current_department_id, is_escalated, attachment_collection

Giai đoạn 5: Dashboard Widgets

• ResolvedTicketsWidget: bảng ticket resolved chờ đóng (manager lọc theo phòng quản lý)
• AvgProcessingTimeWidget: 4 stats (resolved count, avg time, pending, escalated)

Giai đoạn 6: Testing

• Pest cài đặt + 6 test scenarios
• ClosingPermissionTest: 4 tests (staff 403, no evidence 422, with evidence OK, cross-department 403)
• TransferFlowTest: 2 tests (success + missing reason)

Giai đoạn 7: Seeder

• 4 departments (CSKH, Kỹ thuật, Kế toán, Pháp lý)
• 1 ticket_transfer_log mẫu
• 3 feedback_attachments (2 proof_of_resolution, 1 customer_evidence)

Giai đoạn 8: Polish

• AGENTS.md cập nhật đầy đủ

Bug Fix

• Dashboard widget lọc Manager dùng Department::where('manager_id') thay vì auth()->id()
• Migration default disk private → local
• File upload trong Interaction/Create/Edit dùng lưu thẳng FeedbackAttachment, không tạo UploadedFile giả

PM (Improvements)

• FeedbackTable: thêm cột Department, Escalated icon, Department filter
• EditFeedback: validation proof_of_resolution khi đổi status sang closed từ form

PASS 3 — Hoàn thiện SOP

• HandlerPerformanceWidget: biểu đồ bar chart thời gian xử lý trung bình theo từng nhân viên
• Department_Head: Manager chỉ đóng được ticket phòng mình quản lý (kèm test)
• Temporary URL tích hợp vào UI: nút "View Attachments" trong Interaction History với download link
• Cho phép upload attachment trong status_change interaction
• Docker sẵn sàng production: Dockerfile, docker-compose, entrypoint
• Migration notifications table

AI Instructions — Phase A: Module Hợp đồng (Contract)

• Migration contracts: product_id, customer_id, type (sale/lease/bcc), dates, status, signed_status
• Enum ContractType (SALE/LEASE/BCC) + ContractStatus (ACTIVE/EXPIRED/LIQUIDATED)
• Model Contract: relationships product(), customer(), feedbacks()
• Filament Resource Contracts (CRUD) + ContractPolicy
• RelationManager ContractsRelationManager trên ProductResource
• Model Product thêm contracts() HasMany
• Seeder: 5 contracts mẫu

AI Instructions — Phase B: Snapshot Hợp đồng

• Migration thêm contract_id FK nullable vào feedback
• Model Feedback: thêm contract_id fillable + contract() BelongsTo
• FeedbackForm: auto-select active contract khi chọn sản phẩm, cho phép chọn lại thủ công
• FeedbackTable: cột "Contract" hiển thị loại HĐ dạng badge
• Seeder: gán contract_id cho 5 feedback mẫu

AI Instructions — Phase C: Module Bàn giao (Handover)

• Migration handovers: product_id, customer_id, handover_date, status, remark
• Enum HandoverStatus (NOT_READY/READY/SCHEDULED/HANDED_OVER)
• Model Handover: relationships product(), customer()
• RelationManager HandoversRelationManager trên ProductResource
• Model Product thêm handovers() HasMany
• Seeder: 5 handovers mẫu

AI Instructions — Phase D: Module Dịch vụ (ProductService)

• Migration product_services: product_id, service_type, status, actual_collection_date, remark
• Enum ServiceType (MANAGEMENT_FEE/GRATITUDE/SELF_BUSINESS)
• Model ProductService: relationship product()
• RelationManager ProductServicesRelationManager trên ProductResource
• Model Product thêm productServices() HasMany
• Seeder: 5 services mẫu

AI Instructions — Phase E: Enhancement ProductResource

• ProductResource có 3 tabs: Contracts + Handovers + Services

AI Instructions — Phase G: Data Import Pipeline

• Cài spatie/simple-excel (Lazy Collection, chống OOM)
• Command app:import-cskh {file_path} --dry-run với ProgressBar
• Pipeline: Product/Customer firstOrCreate → customer_product pivot → Contract → Handover → Service → Feedback + Interactions
• Xử lý DateTimeImmutable object từ Excel, skip meta rows
• Đã test thành công với CSKH.xlsx: 3658 rows → 3299 products, 2089 customers, 2637 contracts, 2077 handovers, 159 services, 71 feedbacks, 226 interactions

Còn lại (Optional)

• Auto-suggest chuyển phòng ban dựa trên loại hợp đồng (Ticket BCC → gợi ý Pháp lý)

Granular Permissions + Export Backup + User/Role Management

• PermissionSeeder: 29 permissions (view/create/update/delete per module + close-ticket, transfer-department, export-data)
• Role → Permission mapping: admin (all), manager (no delete/export), staff (view + limited write)
• Policies updated to use hasPermissionTo() instead of hasRole()
• Widgets/Filament updated to use permission-based checks
• ExportBackup command: app:export-backup (JSON, per-table, chunk 500, manifest.json)
• UserResource: admin can create/edit/delete users + assign roles
• RoleResource: admin can create/edit/delete roles + assign permissions
• UserPolicy + RolePolicy (admin-only)
• Tests updated: 8 tests, 21 assertions pass

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Database Schema (final — 23 migrations)

products              customers            customer_product (pivot)
feedback_channels     feedback             feedback_interactions
feedback_attachments  feedback_tags        feedback_feedback_tag (pivot)
users                 departments          ticket_transfer_logs
permissions           roles                model_has_roles (spatie)
notifications         sessions             cache
contracts             handovers            product_services

Data Import

# Dry-run (phân tích trước, an toàn)
php artisan app:import-cskh ai_instructions/CSKH.xlsx --dry-run

# Import thật
php artisan app:import-cskh ai_instructions/CSKH.xlsx

Local Dev

cd /home/phuongtc/vibecode/minicrm
php artisan migrate:fresh --seed
php artisan serve
# Mở http://localhost:8000/admin
php artisan test  # 8 tests (21 assertions)

Hướng dẫn cho AI Agent khác

• CODEBASE_SNAPSHOT.md — Toàn bộ cấu trúc codebase (đọc thay vì scan code)
• TASKS_ROADMAP.md — Roadmap: đã làm, đang làm, sẽ làm
• AGENTS.md — Hướng dẫn chạy, workflow, RBAC, gotchas