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Gishen-B2B/docs/features/migration.md
kirukib 3778801ef5 Ship Gishen B2B institutional portal with polished layout and mock-backed flows. 
Deliver role-aware shell (sidebar, breadcrumbs, quick search, tables, detail/create layouts), locale-ready pages, shared backend/feature docs, and Vercel project config so HR, finance, and members can demo against typed mocks.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-06 21:18:23 +03:00

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Feature: Data migration

Org-scoped bulk import wizard for departments, packages, members, overrides, dependants, and verification IDs.

Workspace: /Users/kirukib/Desktop/Yaltopia Project/Gishen-B2B

Pages

Route Purpose
/migration Job history hub — status, dataset type, dates
/migration/new Start wizard — choose dataset, upload file
/migration/[jobId] Job detail — map, validate, preview, commit, rollback

Entities

Endpoints

Who can use

Role Access
SUPER_USER Full — create, commit, rollback
HR_ADMIN Create, commit
FINANCE Read job history

Supported datasets

Type Canonical fields
departments name, code, parent_code, sub_limit
packages name, code, allowance, copay, categories
members full_name, phone, email, employee_id, department_code, package_code, start_date
overrides member_key, allowance_cap, copay_percent
dependants primary_employee_id, full_name, phone
verification_ids employee_id, verification_id
full_onboarding_pack Multi-sheet workbook

Wizard steps

  1. Choose dataset — or full onboarding pack
  2. Upload — Excel/CSV; download template per type
  3. Map columns — source → canonical; save mapping profile
  4. Validate — row-level errors/warnings; duplicate detection
  5. Preview — create/update/skip counts + samples
  6. Commit — async job with progress
  7. Complete — error report download; optional rollback window

Events

Event When
migration.job_started Commit begins
migration.job_completed Success
migration.job_failed Fatal error

Out of scope

  • Clinical/Rx history
  • Retail orders
  • Admin credit/price lists

Validation / errors

Scenario Code
Unresolved validation errors on commit VALIDATION_FAILED
Org pending ORG_PENDING
Job already committed MIGRATION_JOB_LOCKED
Rollback window expired ROLLBACK_EXPIRED
Duplicate member in file DUPLICATE_IN_FILE

Clinical withhold

Migration datasets exclude clinical data. No withhold on API responses.

Relation to /members/import

Quick import creates a MigrationJob with dataset_type=members — same engine, simplified UI (skip mapping profile save).

UI components

  • Job list DataTable with status badges
  • Stepper wizard in PageShell
  • Column mapper: dropdown per canonical field
  • Validation report table (row, severity, message)
  • Preview diff summary cards
  • Commit progress bar + error report download

Mock files

src/mocks/migration.ts
src/types/migration.ts

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