docs(delivery): add client delivery checklist
This commit is contained in:
Kazem Alghasi
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e032fceb34
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ee86285217
489
CLIENT_DELIVERY.md
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CLIENT_DELIVERY.md
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# IFNEX — Client Delivery Checklist
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> وضعیت تحویل نسخه فعلی IFNEX به مشتری
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> این فایل فقط برای مدیریت تعهدات، تست و تحویل نسخه فعلی مشتری است و جایگزین `AGENT.md` یا `IFNEX_Roadmap.md` نیست.
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---
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## 1. Current Delivery Status
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**Project:** IFNEX Logistics Management System
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**Current Phase:** Phase 3.6 — Client Meeting Adjustments
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**Target:** Production Delivery to Current Client
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### Status Legend
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* ✅ Completed
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* 🟡 Implemented — Needs Final Verification
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* ⏳ Pending
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* 🔴 Blocked
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* ❌ Not Implemented
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---
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# 2. Client Requested Features
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## 2.1 Frontend / Landing Page
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### Hero Tracking Redirect
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**Requirement:**
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در بخش Hero صفحه اصلی WordPress، گزینه «ردیابی مرسوله» باید کاربر را به صفحه اختصاصی Tracking هدایت کند.
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**Status:** 🟡 Implemented — Needs Final Verification
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**Files to Review:**
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* `03_WordPress/wp-content/themes/ifnex/...`
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* `03_WordPress/wp-content/plugins/ifnex-bridge/...`
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**Acceptance Test:**
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* [ ] کلیک روی CTA
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* [ ] Redirect صحیح
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* [ ] URL صحیح
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* [ ] نمایش صحیح صفحه Tracking
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* [ ] تست در حالت Login / Guest در صورت نیاز
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---
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## 2.2 New Order — Multi-Step Form
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### Step 1 → Step 2
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**Requirement:**
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پس از تکمیل مرحله اول فرم ثبت سفارش، مرحله دوم بدون خطا Load شود.
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**Status:** 🟡 Implemented — Needs Final Verification
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**Known Historical Issue:**
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بستهنبودن یک `div` در فایل `shortcodes.php`.
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**Relevant Files:**
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* `03_WordPress/wp-content/plugins/ifnex-bridge/includes/shortcodes.php`
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* `03_WordPress/wp-content/plugins/ifnex-bridge/assets/js/ifnex-order-form.js`
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**Acceptance Test:**
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* [ ] Export
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* [ ] Import
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* [ ] تغییر بین مراحل
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* [ ] Validation
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* [ ] Browser Console بدون Error
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* [ ] حفظ اطلاعات مراحل قبلی
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---
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# 3. Customer Dashboard / Financial Status
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## 3.1 Customer Balance
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**Requirement:**
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در Dashboard مشتری، علاوه بر Wallet Balance و Orders، مانده حساب مشتری نیز نمایش داده شود.
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فرمول مورد انتظار:
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`Available Balance / Account Balance = Wallet Balance - Outstanding Approved Obligations`
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**Status:** 🟡 Implemented — Needs Final Verification
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**Acceptance Test:**
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* [ ] Wallet مثبت
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* [ ] بدون بدهی
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* [ ] دارای بدهی
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* [ ] دارای چند سفارش تأییدشده ولی پرداختنشده
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* [ ] نمایش صحیح ارز
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* [ ] عدم تبدیل بدهی چندارزی به یک مبلغ ریالی اشتباه
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---
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# 4. Order Approval Before Payment
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## 4.1 General Flow
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**Required Flow:**
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`Create Order`
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→ `Pending Approval`
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→ `Staff Review`
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→ `Approved`
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→ `Documents / Commitment Verification`
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→ `Payment Enabled`
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→ `Wallet OR Online Payment`
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→ `Paid`
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→ `Processed`
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**Requirement:**
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مشتری بلافاصله پس از ثبت سفارش نباید وارد درگاه شود.
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**Status:** 🟡 Implemented — Needs End-to-End Verification
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---
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## 4.2 Export Order
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**Required Flow:**
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`Create Export Order`
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→ `Pending Approval`
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→ `Staff Approval`
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→ `Documents Available`
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→ `Customer Downloads Documents`
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→ `Customer Signs / Fingerprints`
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→ `Customer Uploads Signed Documents`
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→ `Staff Verification`
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→ `Payment Enabled`
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→ `Wallet / Online Payment`
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→ `Paid`
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→ `Shipment Processing`
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**Documents:**
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* AWB
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* Invoice
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* Label
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* Commitment Forms
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* Other required documents
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**Status:** 🟡 Implemented — Needs End-to-End Verification
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---
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## 4.3 Import Order
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**Required Flow:**
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`Create Import Order`
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→ `Pending Approval`
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→ `Staff Review`
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→ `Required Documents`
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→ `Customer Verification / Upload`
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→ `Staff Verification`
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→ `Payment Enabled`
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→ `Wallet / Online Payment`
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→ `Paid`
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→ `Shipment Processing`
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**Status:** 🟡 Implemented — Needs Final Verification
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---
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# 5. Employee Checklist
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**Requirement:**
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برای هر سفارش یک Checklist عملیاتی وجود داشته باشد.
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هر Checklist Item باید حداقل شامل موارد زیر باشد:
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* Item
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* Status
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* Required / Optional
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* Completed By
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* Completed At
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* Note
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* Attachment (when needed)
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**Manager Requirements:**
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* مشاهده تمام مراحل
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* مشاهده کارمند انجامدهنده
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* مشاهده تاریخ و ساعت
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* مشاهده موارد ناقص
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* امکان گزارشگیری
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* امکان شناسایی سفارشهای مشکلدار
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**Status:** ⏳ Pending / Requires Full Workflow Verification
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---
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# 6. Shipment History / Timeline
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**Requirement:**
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مدیر بتواند تاریخچه کامل هر Shipment را از شروع تا پایان مشاهده کند.
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هر تغییر باید تا حد امکان شامل موارد زیر باشد:
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* Previous Status
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* New Status
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* User / Employee
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* Date
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* Time
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* Note
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**Status:** 🟡 Implemented — Needs Final Verification
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---
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# 7. PDF Documents
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## Required Documents
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* AWB
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* Invoice
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* Label
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* Import Invoice
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* Commitment Documents where applicable
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**Requirement:**
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طراحی PDFها باید تا حد امکان مطابق نمونههای Excel / Client Documents باشد.
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**Important:**
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تطبیق 100٪ پیکسلی ممکن است به دلیل تفاوت موتور PDF با Excel امکانپذیر نباشد. هدف، نزدیکترین تطبیق عملی و قابل چاپ است.
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**Status:** 🟡 Requires Final Client Review
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### Final PDF Acceptance
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* [ ] AWB
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* [ ] Export Invoice
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* [ ] Import Invoice
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* [ ] Label
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* [ ] Barcode
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* [ ] Alignment
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* [ ] Typography
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* [ ] Page size
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* [ ] Printable output
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---
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# 8. Customer Financial Information — Staff / Manager
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**Requirement:**
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کارمند یا مدیر بتواند با انتخاب یا جستجوی مشتری، اطلاعات مالی کامل او را مشاهده کند.
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### Required Information
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* Current Balance
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* Receivables / Payables
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* Currency
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* Recent Transactions
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* Recent Orders
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* Order Reference
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* Amount
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* Payment Status
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* Dates
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* Notes
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**Status:** 🟡 Implemented — Needs Final Verification
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---
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# 9. Customer Credit
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**Requirement:**
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فقط مدیر کل بتواند برای مشتری شناختهشده Credit ایجاد یا افزایش دهد.
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### Important Rule
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اگر مشتری:
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`50 EUR`
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بدهکار است، بدهی باید به صورت:
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`50 EUR`
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ثبت شود و نباید به مبلغ ریالی روز تبدیل و جایگزین شود.
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هنگام تسویه ریالی:
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* Original Amount
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* Original Currency
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* Settlement Currency
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* Exchange Rate
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* Exchange Rate Date
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* Settlement Amount
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* Reason / Reference
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باید ثبت شود.
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**Status:** ⏳ Multi-Currency Credit Requires Redesign / Final Implementation
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---
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# 10. Bulk Tracking Import
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**Requirement:**
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امکان Import گروهی آخرین وضعیت Trackingها در پنل مدیریت.
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**Expected Input:**
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CSV / approved import format
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**Expected Result:**
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* Find Shipment
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* Validate Tracking Number
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* Update Status
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* Register History
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* Record Import Result
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* Report Failed Rows
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**Status:** 🟡 Implemented — Needs Final Verification
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---
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# 11. Admin Editing + Audit Log
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**Requirement:**
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مدیر بتواند تقریباً همه اطلاعات عملیاتی لازم را ویرایش کند.
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**Important Rule:**
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تغییرات مدیریتی باید قابل Audit باشند.
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### Audit Information
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* User
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* Action
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* Model
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* Record
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* Old Value
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* New Value
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* Date
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* Time
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* IP where applicable
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**Status:** 🟡 Implemented — Needs Security / Authorization Verification
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---
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# 12. SMS Integration
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**Provider:** Kavenegar
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### Required Use Cases
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* Mobile Verification
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* Registration Verification
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* Order Submitted
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* Order Approved
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* Order Rejected
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* Payment Successful
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* Tracking Status Changes
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* Important System Notifications
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**Status:** 🟡 Implemented — Needs Production Configuration / End-to-End Verification
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---
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# 13. Production Hardening
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این بخش الزاماً درخواست مستقیم مشتری نیست، اما قبل از تحویل Production باید بررسی شود.
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## Security
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* [ ] Remove / rotate exposed secrets
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* [ ] Verify Bridge API Key handling
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* [ ] Verify Staff route authorization
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* [ ] Verify Admin-only operations
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* [ ] Verify File Upload validation
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* [ ] Verify document ownership / authorization
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* [ ] Verify payment callback security
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* [ ] Disable Mock Gateway in Production
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## Financial Integrity
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* [ ] Wallet concurrency protection
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* [ ] Payment idempotency
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* [ ] Coupon consumption logic
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* [ ] Money / currency precision
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* [ ] Multi-currency debt integrity
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## Application
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* [ ] Legacy Order Flow review
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* [ ] Exception handling
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* [ ] Production logging
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* [ ] Cache / OPcache configuration
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* [ ] Asset versioning
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---
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# 14. End-to-End Acceptance Testing
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## Customer
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* [ ] Register
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* [ ] Mobile Verification
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* [ ] Login
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* [ ] Create Export Order
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* [ ] Create Import Order
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* [ ] View Order
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* [ ] Wait for Approval
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* [ ] Receive Documents
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* [ ] Download Documents
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* [ ] Upload Signed Documents
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* [ ] Receive Approval
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* [ ] Pay with Wallet
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* [ ] Pay Online
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* [ ] View Balance
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* [ ] View Transactions
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* [ ] View Tracking
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* [ ] Receive Notifications
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## Staff
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* [ ] View Orders
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* [ ] Approve Order
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* [ ] Reject Order
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* [ ] Upload Commitment
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* [ ] Verify Customer Documents
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* [ ] Complete Checklist
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* [ ] Update Shipment
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* [ ] Import Tracking
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* [ ] View Customer Financial Status
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* [ ] View Customer Orders
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* [ ] Review Audit Log
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## Manager / Super Admin
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* [ ] Customer Financial Review
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* [ ] Grant Credit
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* [ ] Modify Credit
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* [ ] Review Audit
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* [ ] View Shipment Timeline
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* [ ] Edit Operational Data
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* [ ] Review Staff Activity
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---
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# 15. Final Delivery Gate
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Before Production:
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* [ ] All required features implemented
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* [ ] All critical bugs fixed
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* [ ] Security review completed
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* [ ] Payment flow tested
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* [ ] Wallet flow tested
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* [ ] Export flow tested
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* [ ] Import flow tested
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* [ ] PDFs approved
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* [ ] SMS tested
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* [ ] Tracking import tested
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* [ ] Backup verified
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* [ ] Production environment verified
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* [ ] Client UAT completed
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---
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# 16. Delivery Status
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**Current Status:** IN PROGRESS
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**Next Task:** End-to-End Order Flow Review
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**Last Reviewed Commit:** `e032fceb34`
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**Source Repository:**
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`https://www.git.vernahost.ir/gitmodir110/ifnex`
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---
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## Notes
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این فایل باید در طول تحویل پروژه بهروزرسانی شود.
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این فایل برای وضعیت تحویل مشتری است و نباید تبدیل به مستندات معماری یا Roadmap محصول شود.
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Reference in New Issue
Block a user