215 lines
6.3 KiB
Markdown
215 lines
6.3 KiB
Markdown
# Changes Summary - Dynamic Application System
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## Overview
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The application system has been completely redesigned to be fully dynamic and configurable. All application types, fields, statuses, and workflows are now defined in the database rather than hardcoded.
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## Major Changes
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### 1. Database Architecture
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#### New Tables
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- `application_types` - Defines application type templates
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- `application_fields` - Field definitions for each type
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- `application_type_statuses` - Status definitions per type
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- `status_transitions` - Workflow transition rules
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- `dynamic_applications` - Application instances
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- `application_history_v2` - Complete audit trail
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- `application_attachments_v2` - File attachments
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- `application_transition_logs` - Status change tracking
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- `application_approvals` - Approval decisions
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#### Removed Tables
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- `applications` (old fixed structure)
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- `form_templates` (replaced by application_types)
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- `field_mappings` (integrated into application_fields)
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### 2. Core Features
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#### Dynamic Field System
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- 18+ field types (text, date, amount, etc.)
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- Conditional display rules
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- Custom validation per field
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- Section grouping
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- Default values and placeholders
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#### Flexible Workflow
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- Custom statuses with colors/icons
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- Configurable transitions between statuses
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- Multiple trigger types:
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- User approval (with role requirements)
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- Applicant actions
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- Time-based triggers
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- Condition-based triggers
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- Automatic transitions
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#### Enhanced Cost Management
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- Up to 100 cost positions (previously 24)
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- Up to 100 comparison offers (previously 24)
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- Categories and notes per position
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- Automatic total calculation
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### 3. API Changes
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#### New Endpoints
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**Application Types:**
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- `GET /api/application-types` - List all types
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- `GET /api/application-types/{id}` - Get specific type
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- `POST /api/application-types` - Create new type (admin)
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- `PUT /api/application-types/{id}` - Update type (admin)
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- `DELETE /api/application-types/{id}` - Delete/deactivate type
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- `POST /api/application-types/{id}/pdf-template` - Upload PDF
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**Dynamic Applications:**
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- `GET /api/applications` - List with advanced filtering
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- `GET /api/applications/{id}` - Get with access key support
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- `POST /api/applications` - Create with type selection
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- `PUT /api/applications/{id}` - Update with validation
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- `POST /api/applications/{id}/submit` - Submit for review
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- `POST /api/applications/{id}/transition` - Status change
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- `POST /api/applications/{id}/approve` - Approval actions
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- `GET /api/applications/{id}/history` - Audit trail
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- `POST /api/applications/{id}/generate-pdf` - PDF generation
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#### Removed Endpoints
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- All QSM/VSM specific endpoints
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- Fixed form template endpoints
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- Legacy PDF processing endpoints
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### 4. Models & Types
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#### New TypeScript Types (`frontend/src/types/dynamic.ts`)
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- `ApplicationType` - Type definition
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- `FieldDefinition` - Field configuration
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- `StatusDefinition` - Status configuration
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- `TransitionDefinition` - Workflow rules
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- `DynamicApplication` - Application instance
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- `CostPosition` - Cost item structure
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- `ComparisonOffer` - Vendor offer structure
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#### New Python Models (`backend/src/models/application_type.py`)
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- `ApplicationType` - Type ORM model
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- `ApplicationField` - Field ORM model
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- `ApplicationTypeStatus` - Status ORM model
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- `StatusTransition` - Transition ORM model
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- `DynamicApplication` - Application ORM model
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- Supporting models for history, attachments, approvals
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### 5. Services
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#### New Services
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- `NotificationService` - Email notifications with templates
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- `PDFService` - Dynamic PDF generation
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- `AuthService` - Enhanced authentication with roles
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#### Enhanced Services
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- Field validation with type-specific rules
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- PDF template mapping and filling
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- Workflow engine for transitions
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- Audit logging for all changes
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### 6. Frontend Updates
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#### New Components (to be implemented)
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- Dynamic field renderer
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- Visual workflow designer
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- Application type builder
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- Status badge with colors
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- Cost position manager (100 items)
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- Comparison offer manager (100 items)
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#### API Client (`frontend/src/api/dynamicClient.ts`)
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- Full TypeScript support
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- Automatic token refresh
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- Public access support
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- Error handling
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- File upload support
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### 7. Migration
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#### Data Migration (`backend/scripts/migrate_to_dynamic.py`)
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- Creates QSM and VSM as dynamic types
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- Migrates existing applications
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- Preserves all data and relationships
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- Maintains audit trail
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#### Migration Steps
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1. Run database migration to create new tables
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2. Execute migration script to create default types
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3. Verify data integrity
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4. Update frontend to use new endpoints
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5. Remove old code and tables
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### 8. Configuration
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#### Environment Variables
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```env
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# New/Updated
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MAX_COST_POSITIONS=100
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MAX_COMPARISON_OFFERS=100
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PDF_TEMPLATE_STORAGE=database
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DYNAMIC_FIELD_VALIDATION=true
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WORKFLOW_ENGINE_ENABLED=true
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AUDIT_LOGGING_LEVEL=detailed
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```
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### 9. Benefits
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#### For Administrators
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- Create new application types without coding
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- Visual workflow designer
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- Flexible field configuration
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- PDF template management
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- Role-based access control
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#### For Users
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- Consistent interface across all types
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- Better validation and help text
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- Public access with keys
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- Enhanced cost management
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- Real-time status tracking
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#### For Developers
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- No hardcoded logic
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- Extensible field types
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- Clean separation of concerns
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- Full TypeScript support
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- Comprehensive audit trail
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### 10. Breaking Changes
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#### Backend
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- All application endpoints changed
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- Database schema completely redesigned
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- Old models removed
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- API response format changed
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#### Frontend
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- New type system required
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- API client rewritten
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- Component props changed
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- State management updated
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### 11. Upgrade Path
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1. **Backup** all existing data
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2. **Deploy** new backend with migrations
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3. **Run** migration script
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4. **Update** frontend to new API
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5. **Test** thoroughly
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6. **Remove** old code and tables
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### 12. Future Enhancements
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- Form templates and presets
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- Batch operations
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- Advanced reporting
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- Mobile app support
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- Webhook integrations
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- Custom field types via plugins
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- Multi-language support
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- Advanced PDF templates with conditionals
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## Summary
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This update transforms the application system from a fixed, hardcoded structure to a fully dynamic, database-driven system. While this is a major breaking change, it provides unlimited flexibility for future requirements without code changes. |