bmc_hub/MIGRATION_GUIDE_v2.0.0.md

Migration Guide - Supplier Invoice Enhancements (v2.0.0)

🎯 Hvad migreres:

Database Changes:

• ✅ supplier_invoice_lines: Nye kolonner (contra_account, line_purpose, resale_customer_id, resale_order_number)
• ✅ economic_accounts: Ny tabel til e-conomic kontoplan cache

Backend Changes:

• ✅ e-conomic accounts API integration
• ✅ Line item update endpoint med modkonto support

Frontend Changes:

• ✅ 3 nye faneblade (Til Betaling, Klar til Bogføring, Varelinjer)
• ✅ Inline redigering af modkonto og formål
• ✅ Backup version på /billing/supplier-invoices2

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📋 Pre-Migration Checklist:

• Commit alle ændringer til git
• Test på lokal udvikling fungerer
• Backup af production database
• Tag ny version (v2.0.0)
• Push til Gitea

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🚀 Migration Steps:

Step 1: Commit og Tag Release

cd /Users/christianthomas/DEV/bmc_hub_dev

# Commit ændringer
git add .
git commit -m "Supplier invoice enhancements v2.0.0

- Added modkonto (contra_account) support per line
- Added line_purpose tracking (resale, internal, project, stock)
- Added e-conomic accounts API integration
- Redesigned frontend with 3 tabs: Payment, Ready for Booking, Line Items
- Database migration 1000 included
- Backup version available at /billing/supplier-invoices2"

# Opdater VERSION fil
echo "2.0.0" > VERSION

git add VERSION
git commit -m "Bump version to 2.0.0"

# Tag release
git tag v2.0.0
git push origin main
git push origin v2.0.0

Step 2: Backup Production Database

# SSH til production
ssh bmcadmin@172.16.31.183

# Backup database
cd /srv/podman/bmc_hub_v1.0
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

# Verificer backup
ls -lh backup_pre_v2.0.0_*.sql

Step 3: Deploy ny Version

Fra lokal Mac:

cd /Users/christianthomas/DEV/bmc_hub_dev

# Kør deployment script
./deploy_to_prod.sh v2.0.0

Dette script:

1. Opdaterer RELEASE_VERSION i .env
2. Stopper containers
3. Bygger nyt image fra Gitea tag v2.0.0
4. Starter containers igen

Step 4: Kør Migration på Production

# SSH til production
ssh bmcadmin@172.16.31.183
cd /srv/podman/bmc_hub_v1.0

# Kør migration SQL
podman exec -i bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub < migrations/1000_supplier_invoice_enhancements.sql

# ELLER hvis migrationen ikke er mounted:
# Kopier migration til container først:
podman cp migrations/1000_supplier_invoice_enhancements.sql bmc-hub-postgres-prod:/tmp/migration.sql
podman exec bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub -f /tmp/migration.sql

Step 5: Sync e-conomic Accounts

# Trigger initial sync af kontoplan
curl -X GET "http://172.16.31.183:8001/api/v1/supplier-invoices/economic/accounts?refresh=true"

# Verificer at konti er cached
curl -s "http://172.16.31.183:8001/api/v1/supplier-invoices/economic/accounts" | jq '.accounts | length'
# Skal returnere antal konti (fx 20)

Step 6: Verificer Migration

# Tjek database kolonner
podman exec bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub -c "\d supplier_invoice_lines"
# Skal vise: contra_account, line_purpose, resale_customer_id, resale_order_number

# Tjek economic_accounts tabel
podman exec bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub -c "SELECT COUNT(*) FROM economic_accounts;"
# Skal returnere antal accounts (fx 20)

# Test frontend
# Åbn: http://172.16.31.183:8001/billing/supplier-invoices
# Skal vise: Til Betaling, Klar til Bogføring, Varelinjer tabs

# Test backup version
# Åbn: http://172.16.31.183:8001/billing/supplier-invoices2
# Skal vise: Original version med Fakturaer, Mangler Behandling tabs

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🔄 Rollback Plan (hvis noget går galt):

Option 1: Rollback til forrige version

ssh bmcadmin@172.16.31.183
cd /srv/podman/bmc_hub_v1.0

# Opdater til forrige version (fx v1.3.123)
sed -i 's/^RELEASE_VERSION=.*/RELEASE_VERSION=v1.3.123/' .env

# Rebuild og restart
podman-compose down
podman-compose build --no-cache
podman-compose up -d

Option 2: Restore database backup

ssh bmcadmin@172.16.31.183
cd /srv/podman/bmc_hub_v1.0

# Stop API for at undgå data ændringer
podman stop bmc-hub-api-prod

# Restore database
podman exec -i bmc-hub-postgres-prod psql -U bmc_hub -d bmc_hub < backup_pre_v2.0.0_XXXXXXXX.sql

# Restart API
podman start bmc-hub-api-prod

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📊 Post-Migration Validation:

Test Cases:

1. Upload Invoice

   • Upload PDF faktura
   • Verificer Quick Analysis virker
   • Tjek vendor auto-match

2. Process Invoice

   • Klik "Behandl" på uploaded fil
   • Verificer template extraction
   • Tjek at linjer oprettes

3. Assign Modkonto

   • Gå til "Varelinjer" tab
   • Vælg modkonto fra dropdown (skal vise 20 konti)
   • Vælg formål (Videresalg, Internt, osv.)
   • Gem og verificer

4. Check Ready for Booking

   • Gå til "Klar til Bogføring" tab
   • Skal kun vise fakturaer hvor ALLE linjer har modkonto
   • Test "Send til e-conomic" knap

5. Payment View

   • Gå til "Til Betaling" tab
   • Verificer sortering efter forfaldsdato
   • Test bulk selection

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🎯 Success Criteria:

• ✅ Migration SQL kørt uden fejl
• ✅ 20+ e-conomic accounts cached i database
• ✅ Nye faneblade vises korrekt
• ✅ Modkonto dropdown virker
• ✅ Inline editing af linjer fungerer
• ✅ Backup version tilgængelig på /supplier-invoices2
• ✅ Send til e-conomic virker med nye modkonti

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⚠️ Known Issues & Workarounds:

Issue 1: Accounts endpoint timeout

Symptom: Første kald til accounts endpoint er langsomt (2-3 sek) Reason: Første gang syncer fra e-conomic API Workaround: Pre-trigger sync efter deployment (Step 5)

Issue 2: Eksisterende fakturaer har ingen modkonto

Symptom: Gamle fakturaer vises ikke i "Klar til Bogføring" Expected: Kun nye fakturaer (efter migration) vil have modkonti Solution: Manuel assignment via "Varelinjer" tab for gamle fakturaer hvis nødvendigt

Issue 3: Browser cache

Symptom: Gamle faneblade vises stadig Solution: Ctrl+Shift+R (hard refresh) i browser

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📞 Support:

Ved problemer, tjek:

1. Container logs: podman logs bmc-hub-api-prod --tail 100
2. Database logs: podman logs bmc-hub-postgres-prod --tail 100
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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Version: 2.0.0 Date: 2026-01-07 Migration File: 1000_supplier_invoice_enhancements.sql