c855f5d027
- Added new columns to supplier_invoice_lines for contra_account, line_purpose, resale_customer_id, resale_order_number, is_invoiced_to_customer, and invoiced_date. - Created indexes for faster filtering by purpose and resale status. - Introduced economic_accounts table to cache e-conomic chart of accounts with relevant fields and indexes. - Added comments for documentation on new columns and tables. - Included success message for migration completion.
249 lines
6.4 KiB
Markdown
249 lines
6.4 KiB
Markdown
# Migration Guide - Supplier Invoice Enhancements (v2.0.0)
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## 🎯 Hvad migreres:
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### Database Changes:
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- ✅ `supplier_invoice_lines`: Nye kolonner (contra_account, line_purpose, resale_customer_id, resale_order_number)
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- ✅ `economic_accounts`: Ny tabel til e-conomic kontoplan cache
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### Backend Changes:
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- ✅ e-conomic accounts API integration
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- ✅ Line item update endpoint med modkonto support
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### Frontend Changes:
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- ✅ 3 nye faneblade (Til Betaling, Klar til Bogføring, Varelinjer)
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- ✅ Inline redigering af modkonto og formål
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- ✅ Backup version på /billing/supplier-invoices2
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---
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## 📋 Pre-Migration Checklist:
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- [ ] Commit alle ændringer til git
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- [ ] Test på lokal udvikling fungerer
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- [ ] Backup af production database
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- [ ] Tag ny version (v2.0.0)
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- [ ] Push til Gitea
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---
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## 🚀 Migration Steps:
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### Step 1: Commit og Tag Release
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```bash
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cd /Users/christianthomas/DEV/bmc_hub_dev
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# Commit ændringer
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git add .
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git commit -m "Supplier invoice enhancements v2.0.0
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- Added modkonto (contra_account) support per line
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- Added line_purpose tracking (resale, internal, project, stock)
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- Added e-conomic accounts API integration
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- Redesigned frontend with 3 tabs: Payment, Ready for Booking, Line Items
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- Database migration 1000 included
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- Backup version available at /billing/supplier-invoices2"
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# Opdater VERSION fil
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echo "2.0.0" > VERSION
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git add VERSION
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git commit -m "Bump version to 2.0.0"
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# Tag release
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git tag v2.0.0
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git push origin main
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git push origin v2.0.0
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```
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### Step 2: Backup Production Database
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```bash
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# SSH til production
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ssh bmcadmin@172.16.31.183
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# Backup database
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cd /srv/podman/bmc_hub_v1.0
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podman exec bmc-hub-postgres-prod pg_dump -U bmc_hub bmc_hub > backup_pre_v2.0.0_$(date +%Y%m%d_%H%M%S).sql
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# Verificer backup
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ls -lh backup_pre_v2.0.0_*.sql
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```
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### Step 3: Deploy ny Version
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Fra lokal Mac:
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```bash
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cd /Users/christianthomas/DEV/bmc_hub_dev
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# Kør deployment script
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./deploy_to_prod.sh v2.0.0
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```
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Dette script:
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1. Opdaterer RELEASE_VERSION i .env
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2. Stopper containers
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3. Bygger nyt image fra Gitea tag v2.0.0
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4. Starter containers igen
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### Step 4: Kør Migration på Production
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```bash
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# SSH til production
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ssh bmcadmin@172.16.31.183
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cd /srv/podman/bmc_hub_v1.0
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# Kør migration SQL
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podman exec -i bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub < migrations/1000_supplier_invoice_enhancements.sql
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# ELLER hvis migrationen ikke er mounted:
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# Kopier migration til container først:
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podman cp migrations/1000_supplier_invoice_enhancements.sql bmc-hub-postgres-prod:/tmp/migration.sql
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podman exec bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub -f /tmp/migration.sql
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```
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### Step 5: Sync e-conomic Accounts
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```bash
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# Trigger initial sync af kontoplan
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curl -X GET "http://172.16.31.183:8001/api/v1/supplier-invoices/economic/accounts?refresh=true"
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# Verificer at konti er cached
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curl -s "http://172.16.31.183:8001/api/v1/supplier-invoices/economic/accounts" | jq '.accounts | length'
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# Skal returnere antal konti (fx 20)
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```
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### Step 6: Verificer Migration
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```bash
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# Tjek database kolonner
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podman exec bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub -c "\d supplier_invoice_lines"
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# Skal vise: contra_account, line_purpose, resale_customer_id, resale_order_number
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# Tjek economic_accounts tabel
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podman exec bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub -c "SELECT COUNT(*) FROM economic_accounts;"
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# Skal returnere antal accounts (fx 20)
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# Test frontend
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# Åbn: http://172.16.31.183:8001/billing/supplier-invoices
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# Skal vise: Til Betaling, Klar til Bogføring, Varelinjer tabs
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# Test backup version
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# Åbn: http://172.16.31.183:8001/billing/supplier-invoices2
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# Skal vise: Original version med Fakturaer, Mangler Behandling tabs
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```
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---
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## 🔄 Rollback Plan (hvis noget går galt):
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### Option 1: Rollback til forrige version
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```bash
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ssh bmcadmin@172.16.31.183
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cd /srv/podman/bmc_hub_v1.0
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# Opdater til forrige version (fx v1.3.123)
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sed -i 's/^RELEASE_VERSION=.*/RELEASE_VERSION=v1.3.123/' .env
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# Rebuild og restart
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podman-compose down
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podman-compose build --no-cache
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podman-compose up -d
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```
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### Option 2: Restore database backup
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```bash
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ssh bmcadmin@172.16.31.183
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cd /srv/podman/bmc_hub_v1.0
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# Stop API for at undgå data ændringer
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podman stop bmc-hub-api-prod
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# Restore database
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podman exec -i bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub < backup_pre_v2.0.0_XXXXXXXX.sql
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# Restart API
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podman start bmc-hub-api-prod
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```
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---
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## 📊 Post-Migration Validation:
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### Test Cases:
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1. **Upload Invoice**
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- Upload PDF faktura
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- Verificer Quick Analysis virker
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- Tjek vendor auto-match
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2. **Process Invoice**
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- Klik "Behandl" på uploaded fil
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- Verificer template extraction
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- Tjek at linjer oprettes
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3. **Assign Modkonto**
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- Gå til "Varelinjer" tab
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- Vælg modkonto fra dropdown (skal vise 20 konti)
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- Vælg formål (Videresalg, Internt, osv.)
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- Gem og verificer
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4. **Check Ready for Booking**
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- Gå til "Klar til Bogføring" tab
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- Skal kun vise fakturaer hvor ALLE linjer har modkonto
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- Test "Send til e-conomic" knap
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5. **Payment View**
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- Gå til "Til Betaling" tab
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- Verificer sortering efter forfaldsdato
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- Test bulk selection
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---
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## 🎯 Success Criteria:
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- ✅ Migration SQL kørt uden fejl
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- ✅ 20+ e-conomic accounts cached i database
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- ✅ Nye faneblade vises korrekt
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- ✅ Modkonto dropdown virker
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- ✅ Inline editing af linjer fungerer
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- ✅ Backup version tilgængelig på /supplier-invoices2
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- ✅ Send til e-conomic virker med nye modkonti
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---
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## ⚠️ Known Issues & Workarounds:
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### Issue 1: Accounts endpoint timeout
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**Symptom**: Første kald til accounts endpoint er langsomt (2-3 sek)
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**Reason**: Første gang syncer fra e-conomic API
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**Workaround**: Pre-trigger sync efter deployment (Step 5)
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### Issue 2: Eksisterende fakturaer har ingen modkonto
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**Symptom**: Gamle fakturaer vises ikke i "Klar til Bogføring"
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**Expected**: Kun nye fakturaer (efter migration) vil have modkonti
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**Solution**: Manuel assignment via "Varelinjer" tab for gamle fakturaer hvis nødvendigt
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### Issue 3: Browser cache
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**Symptom**: Gamle faneblade vises stadig
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**Solution**: Ctrl+Shift+R (hard refresh) i browser
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---
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## 📞 Support:
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Ved problemer, tjek:
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1. Container logs: `podman logs bmc-hub-api-prod --tail 100`
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2. Database logs: `podman logs bmc-hub-postgres-prod --tail 100`
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3. Migration status: `podman exec bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub -c "SELECT * FROM economic_accounts LIMIT 5;"`
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---
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**Version**: 2.0.0
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**Date**: 2026-01-07
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**Migration File**: 1000_supplier_invoice_enhancements.sql
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