# Customer Reconciliation Slip - Documentation Index

## 📚 Complete Documentation Guide

This index provides an overview of all documentation files for the Customer Reconciliation Slip feature.

---

## 📖 Quick Start

**New to the API?** Start here:
1. Read [Quick Reference Guide](#quick-reference) for a fast overview
2. Check [Action APIs Documentation](#action-apis) for detailed endpoint information
3. Review [Workflows](#workflows) to understand the business process

---

## 📑 Documentation Files

### Main Documentation

#### 1. Action APIs - Full Documentation
**File:** `API_CustomerReconciliationSlip_Actions.md`  
**Size:** ~50 KB  
**Best for:** Comprehensive API reference

**Contents:**
- Complete endpoint specifications
- Request/Response examples
- Business logic and validation rules
- Workflow diagrams
- Data models and enums
- Error codes and handling
- Security considerations
- Performance tips
- Usage examples

**Endpoints Covered:**
- `PUT /api/CustomerReconciliationSlip/Approve/{id}`
- `POST /api/CustomerReconciliationSlip/Reject`
- `POST /api/CustomerReconciliationSlip/Complete`
- `POST /api/CustomerReconciliationSlip/ExportExcel`
- `POST /api/CustomerReconciliationSlip/ExportExcelDetail/{slipId}`

---

#### 2. Quick Reference Guide
**File:** `API_CustomerReconciliationSlip_QuickReference.md`  
**Size:** ~15 KB  
**Best for:** Quick lookup and code examples

**Contents:**
- Endpoints overview table
- Curl examples
- Workflow diagrams (ASCII art)
- Status codes reference
- Permission matrix
- Common error responses
- TypeScript interfaces
- Validation checklist
- Testing checklist
- Integration code examples

---

#### 3. Documentation Summary
**File:** `API_CustomerReconciliationSlip_Documentation_Summary.md`  
**Size:** ~25 KB  
**Best for:** Overview and implementation guide

**Contents:**
- Documentation files overview
- API endpoints summary
- Business workflows
- Permission matrix
- Data models
- Validation rules
- Excel file structure
- Error handling
- Testing scenarios
- Integration guide
- Security considerations
- Performance tips

---

### Supporting Documentation

#### 4. Excel Export API
**File:** `API_CustomerReconciliationSlipExcelExport.md`  
**Size:** ~20 KB  
**Best for:** Excel export functionality details

**Contents:**
- Export endpoints specification
- Request/Response models
- Excel file structure
- Filter options
- Usage examples
- Implementation notes

---

#### 5. Excel Export Implementation
**File:** `CustomerReconciliationSlip_ExcelExport_Implementation.md`  
**Size:** ~10 KB  
**Best for:** Implementation details and next steps

**Contents:**
- Files created/modified
- Implementation status
- Validation rules
- Recommended Excel structure
- Next steps
- Service implementation guide

---

#### 6. Permission Updates
**File:** `CustomerReconciliationSlip_Permission_Updates.md`  
**Size:** ~5 KB  
**Best for:** Understanding permission system

**Contents:**
- Permission flags (CanApprove, CanReject, CanComplete)
- Business logic for each slip type
- Permission reference
- API response examples
- Testing notes

---

## 🔍 Find What You Need

### By Use Case

#### "I want to approve a slip"
→ See [Quick Reference - Approve](#quick-reference) for quick example  
→ See [Action APIs - Approve](#action-apis) for full details

#### "I want to reject a slip"
→ See [Quick Reference - Reject](#quick-reference) for quick example  
→ See [Action APIs - Reject](#action-apis) for full details

#### "I want to complete a slip"
→ See [Quick Reference - Complete](#quick-reference) for quick example  
→ See [Action APIs - Complete](#action-apis) for full details

#### "I want to export to Excel"
→ See [Quick Reference - Export](#quick-reference) for quick example  
→ See [Excel Export API](#excel-export-api) for full details

#### "I want to understand the workflow"
→ See [Documentation Summary - Workflows](#documentation-summary)

#### "I want to implement the frontend"
→ See [Documentation Summary - Integration Guide](#documentation-summary)

#### "I want to test the API"
→ See [Quick Reference - Testing Checklist](#quick-reference)

---

### By Role

#### **Developer**
Start with:
1. [Quick Reference Guide](#quick-reference) - For code examples
2. [Action APIs Documentation](#action-apis) - For detailed specs
3. [Documentation Summary](#documentation-summary) - For integration guide

#### **QA/Tester**
Start with:
1. [Quick Reference - Testing Checklist](#quick-reference)
2. [Action APIs - Validation Rules](#action-apis)
3. [Documentation Summary - Testing Scenarios](#documentation-summary)

#### **Product Manager**
Start with:
1. [Documentation Summary - Workflows](#documentation-summary)
2. [Action APIs - Business Logic](#action-apis)
3. [Permission Updates](#permission-updates)

#### **Technical Writer**
Start with:
1. [Documentation Summary](#documentation-summary) - Overview
2. [Action APIs Documentation](#action-apis) - Complete reference
3. All supporting docs for specific features

---

## 🎯 Common Tasks

### Task 1: Approve a Receivable Slip
```http
PUT /api/CustomerReconciliationSlip/Approve/123
Authorization: Bearer {token}
```
**Required:** Founder OR Accountant OR Approve permission  
**See:** [Quick Reference - Approve](#quick-reference)

---

### Task 2: Reject a Slip with Reason
```http
POST /api/CustomerReconciliationSlip/Reject
Content-Type: application/json
Authorization: Bearer {token}

{
  "Id": 123,
  "Reason": "Số tiền COD không khớp"
}
```
**Required:** Creator OR Founder OR Accountant OR Reject permission  
**See:** [Quick Reference - Reject](#quick-reference)

---

### Task 3: Complete a Slip
```http
POST /api/CustomerReconciliationSlip/Complete
Content-Type: application/json
Authorization: Bearer {token}

{
  "Id": 123,
  "PaymentMethod": "Chuyển khoản Vietcombank",
  "TransactionCode": "FT24120912345678"
}
```
**Required:** Founder OR Accountant OR Complete permission  
**See:** [Quick Reference - Complete](#quick-reference)

---

### Task 4: Export Slips to Excel
```http
POST /api/CustomerReconciliationSlip/ExportExcel
Content-Type: application/json
Authorization: Bearer {token}

{
  "FromDate": "2024-12-01T00:00:00Z",
  "ToDate": "2024-12-31T23:59:59Z",
  "IncludeOrderDetails": true
}
```
**Required:** Founder OR ExportExcel permission  
**See:** [Excel Export API](#excel-export-api)

---

## 📊 Workflows

### Receivable Slip (Công ty trả khách)
```
Create → PendingApproval → Approve → Complete
                    ↓
                 Reject
```
**See:** [Documentation Summary - Workflows](#documentation-summary)

### Payable Slip (Khách trả công ty)
```
Create → PendingApproval → Complete
                    ↓
                 Reject
```
**See:** [Documentation Summary - Workflows](#documentation-summary)

---

## 🔐 Permissions

| Action | Required Roles/Permissions |
|--------|---------------------------|
| Approve | Approve, Founder, Accountant |
| Reject | Creator, Reject, Founder, Accountant |
| Complete | Complete, Founder, Accountant |
| Export Excel | ExportExcel, Founder |

**See:** [Permission Updates](#permission-updates) for detailed permission logic

---

## 🧪 Testing

### Quick Test Checklist
- [ ] Approve Receivable slip
- [ ] Cannot approve Payable slip
- [ ] Reject slip with valid reason
- [ ] Complete Receivable after approval
- [ ] Complete Payable without approval
- [ ] Export Excel with filters
- [ ] Export Excel detail

**See:** [Quick Reference - Testing Checklist](#quick-reference) for full checklist

---

## 🔗 Related APIs

### Other Customer Reconciliation Slip APIs
- `POST /api/CustomerReconciliationSlip/GetCustomersOverview` - Get customers needing reconciliation
- `GET /api/CustomerReconciliationSlip/GetReconciliableOrders` - Get orders for reconciliation
- `POST /api/CustomerReconciliationSlip/Create` - Create new slip
- `POST /api/CustomerReconciliationSlip/Search` - Search slips
- `GET /api/CustomerReconciliationSlip/GetById/{id}` - Get slip details
- `GET /api/CustomerReconciliationSlip/GetLogs/{id}` - Get action logs

**See:** Project API documentation for details on these endpoints

---

## 📝 Data Models

### Key Enums

#### SlipType
- `1` = Receivable (Phiếu chi tiền - công ty trả khách)
- `2` = Payable (Phiếu thu tiền - khách trả công ty)

#### SlipStatus
- `1` = Draft (Nháp)
- `2` = PendingApproval (Chờ duyệt)
- `3` = Approved (Đã duyệt)
- `4` = Completed (Hoàn thành)
- `8` = Rejected (Từ chối)

**See:** [Action APIs - Data Models](#action-apis) for complete model definitions

---

## 🚀 Implementation Status

### ✅ Completed
- [x] API endpoints implemented
- [x] Authorization configured
- [x] Validation logic added
- [x] Comprehensive documentation written
- [x] Quick reference guide created
- [x] Integration examples provided

### ⏳ Pending
- [ ] Excel generation service implementation
- [ ] Background job processing for large exports
- [ ] File cleanup mechanism
- [ ] Unit tests
- [ ] Integration tests
- [ ] Frontend implementation

**See:** [Excel Export Implementation](#excel-export-implementation) for details

---

## 📞 Support

### Getting Help
1. Check this index for the right documentation
2. Search within the specific documentation file
3. Review code examples in Quick Reference
4. Check Related APIs section
5. Contact development team if needed

### Reporting Issues
- Documentation errors: Update the specific file
- API bugs: Create issue with endpoint and error details
- Feature requests: Discuss with product team

---

## 📅 Version History

### Version 1.0 (2024-12-09)
- Initial documentation release
- All action endpoints documented
- Excel export functionality documented
- Quick reference guide created
- Integration examples added

---

## 🎓 Learning Path

### Beginner
1. Read [Quick Reference Guide](#quick-reference)
2. Try the curl examples
3. Understand the workflows
4. Review common errors

### Intermediate
1. Read [Action APIs Documentation](#action-apis)
2. Understand business logic
3. Review validation rules
4. Study permission matrix

### Advanced
1. Read [Documentation Summary](#documentation-summary)
2. Study integration guide
3. Review security considerations
4. Understand performance optimization

---

## 📚 Additional Resources

### Code Examples
- TypeScript/JavaScript: See [Quick Reference - Integration Examples](#quick-reference)
- C# Models: See [Action APIs - Data Models](#action-apis)

### Testing
- Test scenarios: See [Documentation Summary - Testing Scenarios](#documentation-summary)
- Test checklist: See [Quick Reference - Testing Checklist](#quick-reference)

### Security
- Authorization: See [Action APIs - Authorization](#action-apis)
- Permissions: See [Permission Updates](#permission-updates)

---

## 🔄 Updates

This documentation is actively maintained. Last updated: **2024-12-09**

For the latest updates, check the individual documentation files.

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## 📖 Document Links

### Main Documentation
- [Action APIs - Full Documentation](./API_CustomerReconciliationSlip_Actions.md)
- [Quick Reference Guide](./API_CustomerReconciliationSlip_QuickReference.md)
- [Documentation Summary](./API_CustomerReconciliationSlip_Documentation_Summary.md)

### Supporting Documentation
- [Excel Export API](./API_CustomerReconciliationSlipExcelExport.md)
- [Excel Export Implementation](./CustomerReconciliationSlip_ExcelExport_Implementation.md)
- [Permission Updates](./CustomerReconciliationSlip_Permission_Updates.md)

### Related Documentation
- [Get Customers Overview API](./API_GetCustomersOverview.md)
- [Get Reconciliable Orders API](./API_GetReconciliableOrders.md)

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**Happy Coding! 🚀**
