louispaulb
22377bb381
feat: fix all data relationships + PPA reference numbers
...
- fix_issue_owners.py: 53K Issues linked to creator (owner) + 55K to assignee (_assign)
- fix_issue_cust2.py: 47K Issues linked to Customer via legacy_account_id
- fix_sub_address.py: 21K Subscriptions linked to service Address
- customer_pos_id set to legacy PPA reference (15-digit bank number) on all 6,667 Customers
- Subscription custom fields: service_address (Link→Address), service_location (Link→Service Location)
- Fiscal Year 2025-2026 created (Jul 1 2025 → Jun 30 2026)
Relationships now complete:
Customer → Address (N) → Subscription (N) → Item (plan + speeds)
Customer → Contact (N) → email/phone
Customer → Issue (N) → parent_incident → child Issues
Issue → owner (User who created) + _assign (User responsible)
Subscription → service_address → specific installation address
Customer.customer_pos_id = PPA bank reference number
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 15:45:51 -04:00
louispaulb
ac9b367334
feat: Phase 7 — 45 ERPNext Users from legacy staff
...
- 45 users created with Authentik SSO (no password)
- Roles assigned: System Manager, Support Team, Sales/Accounts
- Service accounts skipped (admin, tech, dev, inventaire, agent)
- Email = Authentik identity link
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 15:13:31 -04:00
louispaulb
7a15bfd600
feat: Phase 6 — 242K tickets migrated as Issues with parent/child
...
- 38 Issue Types from ticket_dept
- 242,605 Issues created (open + closed)
- 25,805 parent/child links (incident pattern)
- Custom fields: parent_incident, is_incident, affected_clients, impact_zone, service_location, legacy_ticket_id
- Communications deferred (778K closed ticket messages — import separately)
- 0 staff→user mapped (ERPNext users need to be created/linked)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 15:06:58 -04:00
louispaulb
571f89976d
feat: Phase 5 opening balance + AR analysis
...
- Journal Entry draft created with 1,918 customer balance lines
- AR analysis: $423K monthly billing, $77.96 avg/client, $62K aging 90j+
- Temporary Opening equity account created
- Scheduler remains PAUSED
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 14:47:18 -04:00
louispaulb
93dd7a525f
feat: migration legacy → ERPNext phases 1-4 complete
...
Phase 1: 833 Items + 34 Item Groups + custom fields (ISP speeds, RADIUS, legacy IDs)
Phase 2: 6,667 Customers + Contacts + Addresses via direct PG (~30s)
Phase 3: Tax template QC TPS+TVQ + 92 Subscription Plans
Phase 4: 21,876 Subscriptions with RADIUS data
CRITICAL: ERPNext scheduler is PAUSED — do not reactivate without explicit go.
Includes:
- ARCHITECTURE-COMPARE.md: full schema mapping legacy vs ERPNext
- CHANGELOG.md: detailed migration log
- MIGRATION-PLAN.md: strategy and next steps
- scripts/migration/: idempotent Python scripts (direct PG method)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 14:35:02 -04:00
