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TorbatYar/docs/progress.md
Mortezakoohjani 12c8615615 Ship enterprise Accounting FE/API with CRUD parity and production wiring. 
Adds accounting-service PATCH/archive, fiscal helpers, COA templates and setup status, plus SuperApp Accounting UI (DS, scoreboard, masters, vouchers, ledger, ops modules) with session refresh and HTTPS public API URLs.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-07-24 15:26:43 +03:30

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Progress

Completed work only. Future → roadmap.md. Next milestone → next-steps.md.

Phase 1 — Core Platform ✅

Infrastructure & structure

  • Full project structure with mandatory backend/ / frontend/ separation
  • Shared library backend/shared-lib
  • Architecture section: Frontend & Backend Separation

Core service

  • Config, database, cache, logging, base security
  • Models, APIs, Entitlement, Celery, Outbox
  • Tests and documentation

Frontend

  • Independent Next.js, API client, white-label theme baseline

Phase 2 — Identity & Access + SSO ✅

  • shared/auth/jwt.py, shared/auth/roles.py, Identity events in shared/events.py
  • Identity service + identity_access_db
  • Keycloak realm/clients/theme import
  • Core API protection (AUTH_REQUIRED, role deps)
  • Frontend SSO flow (/login, /auth/callback, /dashboard)
  • Compose services Identity + Frontend; Postgres init for identity DB

Phase 3 — OTP Login + Tenant Management ✅

  • Core users + OTP request/verify + Payamak
  • Local JWT (HS256) for OTP users
  • Admin tenant CRUD + owner filtering
  • Frontend admin OTP/tenant UI (later aligned to central SSO)
  • test_otp_auth.py

Phase 4 — Tenant Onboarding & Workspace Activation ✅

Brief alias: sometimes called “Phase 3” externally — see phase-numbering decision.

  • Core tenant_memberships, tenant lifecycle, branding columns, domain primary/verification fields
  • users.current_tenant_id, FREE/STARTER plan seed, onboarding APIs
  • UserService / MembershipService / OnboardingService / TenantContextService
  • Frontend onboarding wizard, tenant dashboard, tenant switcher
  • test_onboarding.py + regression suite
  • JIT Core user from Keycloak JWT (UserService.resolve_current)
  • Automatic tenant subdomain SSL (Celery → SSH → provision_ssl.py)
  • Reverse proxy (Nginx) + base TLS + tenant SSL automation

Intentionally incomplete after Phase 4 (tracked in roadmap, not claimed done)

Payment gateway · real DNS/TXT custom-domain verify · legacy POST /admin/tenants auto membership/plan · first business module

Phase D — Documentation Architecture Consolidation ✅

  • Target docs/ tree (architecture, adr, development, reference, deployment, templates, phases, decisions)
  • Moved canonical docs with git history where possible
  • Deprecated stubs for old paths
  • ADR system initialized (ADR-001 … ADR-010)
  • Project principles, coding standards, testing/branching/release strategies
  • Module registry + provider registry + glossary
  • Deployment runbooks (production, SSL, monitoring, backup, restore, DR)
  • Roadmap / next-steps separation from progress
  • Phase area docs for Accounting, CRM, Restaurant, Marketplace, Automation, AI, Future
  • Cross-links updated in root and package READMEs

Phase 5.1–5.11 — Accounting Module ✅

  • Phases 5.1–5.6: Foundation through Sales Integration (see prior entry)
  • Phase 5.7: Purchase & Inventory accounting, InventoryValuationEngine
  • Phase 5.8: Fixed Assets, DepreciationEngine, asset lifecycle
  • Phase 5.9: HCM/Payroll, PayrollEngine, payroll accounting
  • Phase 5.10: Financial Reporting Engine, dashboards, export framework
  • Phase 5.11: Compliance, Audit Framework, Governance, SoD
  • Alembic migration 0002_phases_57_511
  • 21 tests passing

Accounting Enterprise Frontend (in SuperApp) ✅ baseline

  • Design system tokens (light/dark) + DS components (components/ds)
  • TanStack Query providers, Sonner toasts, ColorMode
  • Typed accounting-api client (JWT + X-Tenant-ID, no mocks)
  • Accounting shell + routes: dashboard, COA, fiscal, currencies, cost centers, projects, ledger, setup, suppliers
  • Vouchers list/create/detail with validate/post/reverse/cancel + draft edit (ADR-010)
  • Foundation masters: edit/archive drawers, fiscal year/period actions, COA template import wizard
  • Setup checklist + completion scoreboard on dashboard
  • Treasury, customers, assets, payroll, reports, audit, settings pages (real APIs)
  • Catalog tile available → /accounting
  • Frontend docs under docs/frontend/

Remaining: Phase 5.12 AI UI blocked on AI provider; optional richer PDF export file delivery.

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