246 lines
11 KiB
Markdown
246 lines
11 KiB
Markdown
# TASKS_ROADMAP.md — AfterSales CRM
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> **Mục đích:** Theo dõi tất cả các công việc: đã hoàn thành, đang làm, sẽ làm.
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> **Cập nhật:** Mỗi khi hoàn thành hoặc thêm task mới.
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---
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## Trạng thái hiện tại
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- **SOP Phase 1-8:** 100% hoàn thành
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- **AI Instructions Core:** 85% (6/7, còn auto-suggest transfer)
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- **Test:** Pest 8/8 tests (21 assertions) pass
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- **Data import:** 3658 rows từ `ai_instructions/CSKH.xlsx` imported successfully
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- **Dual Panel:** Admin (đầy đủ) + Support (rút gọn, tập trung feedback)
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---
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## ✅ ĐÃ HOÀN THÀNH
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### Giai đoạn 1: Mở rộng CSDL
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- [x] Bảng `departments` (id, name, manager_id → users)
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- [x] Bổ sung `feedback`: current_department_id, is_escalated
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- [x] Bảng `ticket_transfer_logs` (feedback_id, from/to department, sender, reason)
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- [x] Nâng cấp `feedback_attachments`: uuid, disk, collection
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- [x] Cài Spatie laravel-permission
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### Giai đoạn 2: Services & Logic
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- [x] `FileService`: upload, validation (jpg/png/pdf/mp4/mov ≤20MB), collection query, temporary URL
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- [x] `TransferService`: transfer department + reason required + notification
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- [x] `ClosingService`: role-gated close + proof_of_resolution check
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- [x] Policies dùng Spatie `hasRole()`
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- [x] Custom Rule `RequireProofOfResolution`
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### Giai đoạn 3: Notifications
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- [x] `TicketTransferred` (Database + Mail)
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- [x] `TicketClosed` (Database + Mail)
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### Giai đoạn 4: Filament UI
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- [x] `TransferDepartment` Action trên Edit Feedback (modal: department + reason + attachment)
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- [x] `CloseTicket` Action (visible: admin/manager, status ≠ closed, requires confirmation)
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- [x] InteractionsRelationManager: role-aware status options (staff: no "closed"), department field
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- [x] FeedbackForm: current_department_id, is_escalated, attachment_collection
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### Giai đoạn 5: Dashboard Widgets
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- [x] `ResolvedTicketsWidget`: bảng ticket resolved chờ đóng (manager lọc theo phòng quản lý)
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- [x] `AvgProcessingTimeWidget`: 4 stats (resolved count, avg time, pending, escalated)
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- [x] `HandlerPerformanceWidget`: bar chart thời gian xử lý trung bình theo nhân viên
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### Giai đoạn 6: Testing
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- [x] Pest cài đặt + 8 test scenarios
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- [x] `ClosingPermissionTest`: 4 tests (staff 403, no evidence 422, with evidence OK, cross-department 403)
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- [x] `TransferFlowTest`: 2 tests (success + missing reason)
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### Giai đoạn 7: Seeder
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- [x] 4 departments (CSKH, Kỹ thuật, Kế toán, Pháp lý)
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- [x] 1 ticket_transfer_log mẫu
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- [x] 3 feedback_attachments (2 proof_of_resolution, 1 customer_evidence)
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### Giai đoạn 8: Polish & Bug Fix
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- [x] Dashboard widget filter Manager theo department
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- [x] Migration disk default fix (private → local)
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- [x] File upload pattern fix
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- [x] Department + Escalated columns trên FeedbackTable + Department filter
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- [x] Validation proof_of_resolution khi close từ form
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- [x] Manager chỉ đóng ticket phòng mình
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- [x] View Attachments trong Interaction History (temporary signed URL)
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- [x] Docker deployment (Dockerfile, docker-compose, entrypoint)
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- [x] Migration notifications table
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### Giai đoạn 9: Granular Permissions + Export Backup + User/Role Management
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- [x] PermissionSeeder: 29 granular permissions (view/create/update/delete per module + close-ticket, transfer-department, export-data)
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- [x] Role → Permission mapping: admin (all), manager (no delete/export), staff (view + limited write)
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- [x] Policies updated to `hasPermissionTo()` (5 policies)
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- [x] ExportBackup command: `app:export-backup` (JSON, per-table, chunk 500, manifest.json)
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- [x] UserResource: admin-only CRUD users + assign role
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- [x] RoleResource: admin-only CRUD roles + assign permissions via CheckboxList
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- [x] UserPolicy + RolePolicy (admin-only access)
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### A: Module Hợp đồng (Contract)
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- [x] Migration `contracts`: product_id, customer_id, type (sale/lease/bcc), dates, status, signed_status
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- [x] Enum `ContractType` (SALE/LEASE/BCC) + `ContractStatus` (ACTIVE/EXPIRED/LIQUIDATED)
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- [x] Model `Contract`: relationships product(), customer(), feedbacks()
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- [x] Filament Resource `Contracts` (CRUD) + `ContractPolicy`
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- [x] RelationManager `ContractsRelationManager` trên ProductResource
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- [x] Model `Product` thêm `contracts()` HasMany
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- [x] Seeder: 5 contracts mẫu
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### B: Cơ chế Snapshot Hợp đồng
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- [x] Migration thêm `contract_id` (FK->contracts, nullable) vào bảng `feedback`
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- [x] Model `Feedback`: thêm `contract_id` fillable + `contract()` BelongsTo
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- [x] FeedbackForm: auto-select active contract khi chọn sản phẩm, cho phép chọn lại thủ công
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- [x] FeedbackTable: cột "Contract" hiển thị loại HĐ dạng badge
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- [x] Seeder: gán contract_id cho 5 feedback mẫu
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### C: Module Bàn giao (Handover)
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- [x] Migration `handovers`: product_id, customer_id, handover_date, status, remark
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- [x] Enum `HandoverStatus` (NOT_READY/READY/SCHEDULED/HANDED_OVER)
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- [x] Model `Handover`: relationships product(), customer()
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- [x] RelationManager `HandoversRelationManager` trên ProductResource
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- [x] Model `Product` thêm `handovers()` HasMany
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- [x] Seeder: 5 handovers mẫu
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### D: Module Dịch vụ phụ trợ (ProductService)
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- [x] Migration `product_services`: product_id, service_type, status, actual_collection_date, remark
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- [x] Enum `ServiceType` (MANAGEMENT_FEE/GRATITUDE/SELF_BUSINESS)
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- [x] Model `ProductService`: relationship product()
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- [x] RelationManager `ProductServicesRelationManager` trên ProductResource
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- [x] Model `Product` thêm `productServices()` HasMany
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- [x] Seeder: 5 services mẫu
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### E: Enhancement ProductResource
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- [x] ProductResource có 3 tabs: Contracts + Handovers + Services (via getRelations())
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### G: Data Import Pipeline
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- [x] Cài `spatie/simple-excel` (Lazy Collection, chống OOM)
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- [x] Command `app:import-cskh {file_path} --dry-run` với ProgressBar, chunk 100 rows
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- [x] Pipeline per row: Product/Customer firstOrCreate → customer_product pivot → Contract → Handover → Service → Feedback + Interactions
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- [x] Xử lý DateTimeImmutable object từ Excel, skip header/meta rows
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- [x] Test thành công: 3658 rows → 3299 products, 2089 customers, 2637 contracts, 2077 handovers, 159 services, 71 feedbacks, 226 interactions
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### Internationalization (i18n) — Vietnamese + English
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- [x] Config: `APP_LOCALE=vi`, `APP_FALLBACK_LOCALE=en`
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- [x] Created `lang/en/` and `lang/vi/` with 3 files each: `app.php`, `feedback.php`, `enums.php`
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- [x] ~120 translation keys: navigation, labels, status, widgets, services, notifications, enums
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- [x] All Resources: override `getPluralLabel()` + `getNavigationGroup()` with `__()` calls
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- [x] All Form fields: explicit `->label(__('key'))`
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- [x] All Table columns: explicit `->label(__('key'))`
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- [x] All RelationManagers: `$title` uses translation key
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- [x] All Widgets: `getHeading()`/`getDescription()` return translated strings
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- [x] Enums: `ContractType`, `ContractStatus`, `HandoverStatus`, `ServiceType` use `__()` in `label()`
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- [x] Filament vendor: 57 Vietnamese translation files auto-activated
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### UI Polish & Bug Fixes
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- [x] File upload: Fixed `disk('local')` → `disk('public')` across all components
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- [x] File upload: Added `exists()` check before getting metadata
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- [x] File upload: Fixed `dehydrated(false)` issue — use property to store paths
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- [x] Tailwind CSS: Added ~200 utility classes to `public/css/filament-custom.css`
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- [x] SVG icons: Use inline `width`/`height` attributes instead of Tailwind classes
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- [x] GlobalSearch: Customized for all Resources with multi-field search
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- [x] RelationManager titles: Override `getTitle()` for proper translation
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- [x] Enum refactoring: Added `color()` method, static `options()`, developer comments
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- [x] Documentation: Created `docs/I18N_GUIDE.md` and `docs/ENUM_GUIDE.md`
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### Support Panel (Dual Panel)
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- [x] `SupportPanelProvider`: panel thứ 2 tại path `/support`, rút gọn chỉ tập trung feedback
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- [x] Resources trong Support: Feedback, Customer, Product, FeedbackChannel, FeedbackTag, ActivityLog
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- [x] Widgets: ResolvedTicketsWidget, AvgProcessingTimeWidget, HandlerPerformanceWidget
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### ActivityLog — Audit Trail
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- [x] Migration `activity_logs`: user_id, action, description, subject_type/id, metadata
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- [x] Model `ActivityLog` + Service `ActivityLogger` (static log method)
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- [x] Filament Resource `ActivityLogResource` (read-only, list view with filters)
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- [x] Policy `ActivityLogPolicy` (admin-only)
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- [x] Translation keys: `resource_activity_logs`, `action_*`, `details`, `system`
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---
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## 🔴 CHƯA LÀM
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### F: Tự động gợi ý transfer (optional, nice-to-have)
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- [ ] Hiển thị badge gợi ý: "Ticket BCC → khuyến nghị chuyển Pháp lý"
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- [ ] Logic detect contract type → suggest department
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---
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## 📋 Ưu tiên phát triển
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| Ưu tiên | Task | Phụ thuộc |
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|---------|------|-----------|
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| 1 | F: Tự động gợi ý transfer (nice-to-have) | A |
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---
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## 📊 Tiến độ tổng quan
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```
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SOP Phase 1-9: ████████████████████████ 100% (Hoàn thành)
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AI Instructions Core: ███████████████████████░ 85% (6/7 — Còn: auto-suggest transfer)
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Support Panel: ████████████████████████ 100% (Hoàn thành)
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ActivityLog: ████████████████████████ 100% (Hoàn thành)
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i18n (vi/en): ████████████████████████ 100% (Hoàn thành)
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Data Import: ████████████████████████ 100% (3658 rows imported)
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Tests: ████████████████████████ 100% (8 tests, 21 assertions)
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```
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---
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## Cách chạy Local Dev
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```bash
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cd /home/phuongtc/vibecode/minicrm
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php artisan migrate:fresh --seed
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php artisan serve
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# Admin panel: http://localhost:8000/admin
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# Support panel: http://localhost:8000/support
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php artisan test # 8 tests (21 assertions)
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```
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### Data Import
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```bash
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php artisan app:import-cskh ai_instructions/CSKH.xlsx --dry-run # phân tích
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php artisan app:import-cskh ai_instructions/CSKH.xlsx # import thật
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```
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### Export Backup
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```bash
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php artisan app:export-backup
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php artisan app:export-backup --path=/custom/path --pretty
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php artisan app:export-backup --tables=feedback,customers,products
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```
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---
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## Tài khoản test (seeded)
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| Role | Email | Password |
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|------|-------|----------|
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| Admin | admin@minicrm.local | password |
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| Manager | manager@minicrm.local | password |
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| Staff | staff@minicrm.local | password |
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---
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## Tech Stack
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- PHP 8.3, Laravel 13.6.0, Filament 5.6.1
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- Database: SQLite (`database/database.sqlite`)
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- Composer: `/home/phuongtc/composer`
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- Spatie: laravel-permission (RBAC)
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- Testing: Pest PHP
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---
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## File hướng dẫn cho AI Agent
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| File | Nội dung |
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|------|----------|
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| `AGENTS.md` | Hướng dẫn toàn diện: chạy, cấu trúc, workflow, RBAC, gotchas, patterns |
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| `CODEBASE_SNAPSHOT.md` | Snapshot cấu trúc codebase (đọc thay vì scan code) |
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| `TASKS_ROADMAP.md` | File này — roadmap + tiến độ |
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| `docs/I18N_GUIDE.md` | Hướng dẫn đa ngôn ngữ chi tiết |
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| `docs/ENUM_GUIDE.md` | Hướng dẫn thêm Enum mới |
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| `UI_DESIGN_BRIEF.md` | Thiết kế UI chi tiết (horizontal top bar) |
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| `webappUI/aftersales_crm_core/DESIGN.md` | Design tokens (colors, typography, spacing) |
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| `luutru/` | Archive các file đã lỗi thời (AI_01-03 specs, SOP_des, PROGRESS cũ...) |
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