12c8615615
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>
112 lines
4.5 KiB
Markdown
112 lines
4.5 KiB
Markdown
# Progress
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> Completed work only. Future → [roadmap.md](roadmap.md). Next milestone → [next-steps.md](next-steps.md).
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## Phase 1 — Core Platform ✅
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### Infrastructure & structure
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- [x] Full project structure with mandatory `backend/` / `frontend/` separation
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- [x] Shared library `backend/shared-lib`
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- [x] Architecture section: Frontend & Backend Separation
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### Core service
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- [x] Config, database, cache, logging, base security
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- [x] Models, APIs, Entitlement, Celery, Outbox
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- [x] Tests and documentation
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### Frontend
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- [x] Independent Next.js, API client, white-label theme baseline
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---
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## Phase 2 — Identity & Access + SSO ✅
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- [x] `shared/auth/jwt.py`, `shared/auth/roles.py`, Identity events in `shared/events.py`
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- [x] Identity service + `identity_access_db`
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- [x] Keycloak realm/clients/theme import
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- [x] Core API protection (`AUTH_REQUIRED`, role deps)
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- [x] Frontend SSO flow (`/login`, `/auth/callback`, `/dashboard`)
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- [x] Compose services Identity + Frontend; Postgres init for identity DB
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---
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## Phase 3 — OTP Login + Tenant Management ✅
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- [x] Core `users` + OTP request/verify + Payamak
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- [x] Local JWT (HS256) for OTP users
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- [x] Admin tenant CRUD + owner filtering
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- [x] Frontend admin OTP/tenant UI (later aligned to central SSO)
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- [x] `test_otp_auth.py`
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---
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## Phase 4 — Tenant Onboarding & Workspace Activation ✅
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> Brief alias: sometimes called “Phase 3” externally — see [phase-numbering decision](decisions/technical/phase-numbering.md).
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- [x] Core `tenant_memberships`, tenant lifecycle, branding columns, domain primary/verification fields
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- [x] `users.current_tenant_id`, FREE/STARTER plan seed, onboarding APIs
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- [x] `UserService` / `MembershipService` / `OnboardingService` / `TenantContextService`
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- [x] Frontend onboarding wizard, tenant dashboard, tenant switcher
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- [x] `test_onboarding.py` + regression suite
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- [x] JIT Core user from Keycloak JWT (`UserService.resolve_current`)
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- [x] Automatic tenant subdomain SSL (Celery → SSH → `provision_ssl.py`)
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- [x] Reverse proxy (Nginx) + base TLS + tenant SSL automation
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### Intentionally incomplete after Phase 4 (tracked in roadmap, not claimed done)
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Payment gateway · real DNS/TXT custom-domain verify · legacy `POST /admin/tenants` auto membership/plan · first business module
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---
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## Phase D — Documentation Architecture Consolidation ✅
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- [x] Target `docs/` tree (architecture, adr, development, reference, deployment, templates, phases, decisions)
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- [x] Moved canonical docs with git history where possible
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- [x] Deprecated stubs for old paths
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- [x] ADR system initialized (ADR-001 … ADR-010)
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- [x] Project principles, coding standards, testing/branching/release strategies
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- [x] Module registry + provider registry + glossary
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- [x] Deployment runbooks (production, SSL, monitoring, backup, restore, DR)
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- [x] Roadmap / next-steps separation from progress
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- [x] Phase area docs for Accounting, CRM, Restaurant, Marketplace, Automation, AI, Future
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- [x] Cross-links updated in root and package READMEs
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---
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## Phase 5.1–5.11 — Accounting Module ✅
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- [x] Phases 5.1–5.6: Foundation through Sales Integration (see prior entry)
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- [x] Phase 5.7: Purchase & Inventory accounting, InventoryValuationEngine
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- [x] Phase 5.8: Fixed Assets, DepreciationEngine, asset lifecycle
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- [x] Phase 5.9: HCM/Payroll, PayrollEngine, payroll accounting
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- [x] Phase 5.10: Financial Reporting Engine, dashboards, export framework
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- [x] Phase 5.11: Compliance, Audit Framework, Governance, SoD
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- [x] Alembic migration `0002_phases_57_511`
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- [x] 21 tests passing
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---
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## Accounting Enterprise Frontend (in SuperApp) ✅ baseline
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- [x] Design system tokens (light/dark) + DS components (`components/ds`)
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- [x] TanStack Query providers, Sonner toasts, ColorMode
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- [x] Typed `accounting-api` client (JWT + `X-Tenant-ID`, no mocks)
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- [x] Accounting shell + routes: dashboard, COA, fiscal, currencies, cost centers, projects, ledger, setup, suppliers
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- [x] Vouchers list/create/detail with validate/post/reverse/cancel + draft edit (ADR-010)
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- [x] Foundation masters: edit/archive drawers, fiscal year/period actions, COA template import wizard
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- [x] Setup checklist + completion scoreboard on dashboard
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- [x] Treasury, customers, assets, payroll, reports, audit, settings pages (real APIs)
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- [x] Catalog tile available → `/accounting`
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- [x] Frontend docs under `docs/frontend/`
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Remaining: Phase 5.12 AI UI blocked on AI provider; optional richer PDF export file delivery.
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---
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## Related Documents
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- [Next Steps](next-steps.md)
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- [Roadmap](roadmap.md)
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- [Frontend docs](frontend/README.md)
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- [docs/README.md](README.md)
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