Commit Graph

15 Commits

Author SHA1 Message Date
louispaulb
2de87c4c7b feat(ops/campaigns): UI module for gift campaigns + GrapesJS template editor
New /campaigns section in the ops SPA, gated by manage_users (proxy until a
dedicated manage_campaigns capability is added).

Pages (apps/ops/src/modules/campaigns/pages/):

- CampaignsListPage: table of all campaigns with status chip + progress
  bar (sent/total, with fail count), "Nouvelle campagne" + "Éditer le
  template" buttons. Empty state with onboarding copy.

- CampaignNewPage: 3-step Quasar Stepper wizard.
  Step 1 — upload Map CSV + Giftbit CSV, configure params (name, amount,
           commitment_months, sender, throttle, multi-email handling).
  Step 2 — preview the matched send list from POST /campaigns/parse, with
           counters (matched/unmatched/excluded), per-row match-method
           chip, and exclude/include toggle. Banner warns when CSVs are
           mis-aligned (leftover gifts or contacts).
  Step 3 — confirmation recap with estimated send duration, then fire
           POST /campaigns + POST /campaigns/:id/send and redirect to the
           live detail page.

- CampaignDetailPage: per-recipient table with status chips updated live
  via EventSource on the campaign:<id> SSE topic. Counters bar
  (envoyés / cliqués / queued / échecs / non envoyés), progress bar,
  per-row customer-link badge with deep-link into /clients/<id>.
  Auto-subscribes to SSE when status is draft|sending; "Lancer l'envoi"
  button for draft campaigns.

- TemplateEditorPage: GrapesJS-based visual editor for the campaign
  templates. Three view modes (Visuel / HTML / Aperçu) — the HTML mode
  is the fallback for our table-heavy hand-crafted template that
  GrapesJS-preset-newsletter may parse imperfectly. Aperçu mode calls
  POST /campaigns/templates/:name/preview on the hub for live variable
  substitution. Custom GrapesJS blocks under "Variables" category for
  drag-drop insertion of {{firstname}}, {{amount}}, {{gift_url}},
  {{description}}, {{expiry}}, {{commitment_months}}. Saves via PUT
  with hub-side backup of the previous version.

Wiring:

- api/campaigns.js: hubFetch wrapper, exports parseCsvs / createCampaign
  / listCampaigns / getCampaign / updateCampaign / sendCampaign +
  campaignSseUrl(id) for EventSource subscription, + listTemplates /
  getTemplate / saveTemplate / previewTemplate for the editor.

- router/index.js: three new routes under /campaigns. The
  /campaigns/templates/:name? route is positioned ABOVE /campaigns/:id
  to prevent the wildcard from catching template paths.

- config/nav.js + layouts/MainLayout.vue: "Campagnes" sidebar entry with
  Lucide Gift icon.

- package.json: grapesjs + grapesjs-preset-newsletter dependencies.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-21 19:08:04 -04:00
louispaulb
8f11313b50 feat: unify vision on Gemini + port field tech scan/device into /j
- Invoice OCR migrated from Ollama (GPU-bound, local) to Gemini 2.5
  Flash via new targo-hub /vision/invoice endpoint with responseSchema
  enforcement. Ops VM no longer needs a GPU.
- Ops /j/* now has full camera scanner (TechScanPage) ported from
  apps/field with 8s timeout + offline queue + auto-link to Dispatch
  Job context on serial/barcode/MAC 3-tier lookup.
- New TechDevicePage reached via /j/device/:serial showing every
  ERPNext entity related to a scanned device: Service Equipment,
  Customer, Service Location, active Subscription, open Issues,
  upcoming Dispatch Jobs, OLT info.
- New docs/VISION_AND_OCR.md (full pipeline + §10 relationship graph
  + §8.1 secrets/rotation policy). Cross-linked from ARCHITECTURE,
  ROADMAP, HANDOFF, README.
- Nginx /ollama/ proxy blocks removed from both ops + field.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 11:26:01 -04:00
louispaulb
cec5252944 feat: flow editor, Gemini QR scanner with offline queue, dispatch planning v2
Major additions accumulated over 9 days — single commit per request.

Flow editor (new):
- Generic visual editor for step trees, usable by project wizard + agent flows
- PROJECT_KINDS / AGENT_KINDS catalogs decouple UI from domain
- Drag-and-drop reorder via vuedraggable with scope isolation per peer group
- Chain-aware depends_on rewrite on reorder (sequential only — DAGs preserved)
- Variable picker with per-applies_to catalog (Customer / Quotation /
  Service Contract / Issue / Subscription), insert + copy-clipboard modes
- trigger_condition helper with domain-specific JSONLogic examples
- Global FlowEditorDialog mounted once in MainLayout, Odoo inline pattern
- Server: targo-hub flow-runtime.js, flow-api.js, flow-templates.js
- ERPNext: Flow Template/Run doctypes, scheduler, 5 seeded system templates
- depends_on chips resolve to step labels instead of opaque "s4" ids

QR/OCR scanner (field app):
- Camera capture → Gemini Vision via targo-hub with 8s timeout
- IndexedDB offline queue retries photos when signal returns
- Watcher merges late-arriving scan results into the live UI

Dispatch:
- Planning mode (draft → publish) with offer pool for unassigned jobs
- Shared presets, recurrence selector, suggested-slots dialog
- PublishScheduleModal, unassign confirmation

Ops app:
- ClientDetailPage composables extraction (useClientData, useDeviceStatus,
  useWifiDiagnostic, useModemDiagnostic)
- Project wizard: shared detail sections, wizard catalog/publish composables
- Address pricing composable + pricing-mock data
- Settings redesign hosting flow templates

Targo-hub:
- Contract acceptance (JWT residential + DocuSeal commercial tracks)
- Referral system
- Modem-bridge diagnostic normalizer
- Device extractors consolidated

Migration scripts:
- Invoice/quote print format setup, Jinja rendering
- Additional import + fix scripts (reversals, dates, customers, payments)

Docs:
- Consolidated: old scattered MDs → HANDOFF, ARCHITECTURE, DATA_AND_FLOWS,
  FLOW_EDITOR_ARCHITECTURE, BILLING_AND_PAYMENTS, CPE_MANAGEMENT,
  APP_DESIGN_GUIDELINES
- Archived legacy wizard PHP for reference
- STATUS snapshots for 2026-04-18/19

Cleanup:
- Removed ~40 generated PDFs/HTMLs (invoice_preview*, rendered_jinja*)
- .gitignore now covers invoice preview output + nested .DS_Store

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 10:44:17 -04:00
louispaulb
10d0854e51 refactor: reduce token count, DRY code, consolidate docs
Backend services:
- targo-hub: extract deepGetValue to helpers.js, DRY disconnect reasons
  lookup map, compact CAPABILITIES, consolidate vision.js prompts/schemas,
  extract dispatch scoring weights, trim section dividers across 9 files
- modem-bridge: extract getSession() helper (6 occurrences), resetIdleTimer(),
  consolidate DM query factory, fix duplicate username fill bug, trim headers
  (server.js -36%, tplink-session.js -47%, docker-compose.yml -57%)

Frontend:
- useWifiDiagnostic: extract THRESHOLDS const, split processDiagnostic into
  6 focused helpers (processOnlineStatus, processWanIPs, processRadios,
  processMeshNodes, processClients, checkRadioIssues)
- EquipmentDetail: merge duplicate ROLE_LABELS, remove verbose comments

Documentation (17 → 13 files, -1,400 lines):
- New consolidated README.md (architecture, services, dependencies, auth)
- Merge ECOSYSTEM-OVERVIEW into ARCHITECTURE.md
- Merge MIGRATION-PLAN + ARCHITECTURE-COMPARE + FIELD-GAP + CHANGELOG → MIGRATION.md
- Merge COMPETITIVE-ANALYSIS into PLATFORM-STRATEGY.md
- Update ROADMAP.md with current phase status
- Delete CONTEXT.md (absorbed into README)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 08:39:58 -04:00
louispaulb
9b9d307bdf feat: dispatch planning mode, offer pool, shared presets, recurrence selector
- Planning mode toggle: shift availability as background blocks on timeline
  (week view shows green=available, yellow=on-call; month view per-tech)
- On-call/guard shift editor with RRULE recurrence on tech schedules
- Uber-style job offer pool: broadcast/targeted/pool modes with pricing,
  SMS notifications, accept/decline flow, overload detection alerts
- Shared resource group presets via ERPNext Dispatch Preset doctype
  (replaces localStorage, shared between supervisors)
- Google Calendar-style RecurrenceSelector component with contextual
  quick options + custom RRULE editor, integrated in booking overlay
  and extra shift editor
- Remove default "Repos" ghost chips — only visible in planning mode
- Clean up debug console.logs across API, store, and page layers
- Add extra_shifts Custom Field on Dispatch Technician doctype

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-08 22:44:18 -04:00
louispaulb
c873e11019 perf: parallelize dispatch API fetches + add sales_order/order_source fields
Dispatch performance:
- Replace sequential batch fetches (batches of 15, one after another)
  with full parallel Promise.all — all doc fetches fire simultaneously
- With 20 jobs: was ~3 sequential round-trips, now ~2 (1 list + 1 parallel)

Order traceability:
- Add sales_order (Link) and order_source (Select) fields to Dispatch Job
- checkout.js sets order_source='Online' + sales_order link on job creation
- acceptance.js sets order_source='Quotation' on quotation-sourced jobs
- Store maps new fields: salesOrder, orderSource

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-08 18:07:14 -04:00
louispaulb
a8eeb1b77d refactor: major cleanup — remove dead dispatch app, commit all backend code, extract client composables
- Remove apps/dispatch/ (100% replaced by ops dispatch module, unmaintained)
- Commit services/targo-hub/lib/ (24 modules, 6290 lines — was never tracked)
- Commit services/docuseal + services/legacy-db docker-compose configs
- Extract client app composables: useOTP, useAddressSearch, catalog data, format utils
- Refactor CartPage.vue 630→175 lines, CatalogPage.vue 375→95 lines
- Clean hardcoded credentials from config.js fallback values
- Add client portal: catalog, cart, checkout, OTP verification, address search
- Add ops: NetworkPage, AgentFlowsPage, ConversationPanel, UnifiedCreateModal
- Add ops composables: useBestTech, useConversations, usePermissions, useScanner
- Add field app: scanner composable, docker/nginx configs

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-08 17:38:38 -04:00
louispaulb
656f9d638c feat: telephony UI, performance indexes, Twilio softphone, lazy-load invoices
- Add PostgreSQL performance indexes migration script (1000x faster queries)
  Sales Invoice: 1,248ms → 28ms, Payment Entry: 443ms → 31ms
  Indexes on customer/party columns for all major tables
- Disable 3CX poller (PBX_ENABLED flag, using Twilio instead)
- Add TelephonyPage: full CRUD UI for Routr/Fonoster resources
  (trunks, agents, credentials, numbers, domains, peers)
- Add PhoneModal + usePhone composable (Twilio WebRTC softphone)
- Lazy-load invoices/payments (initial 5, expand on demand)
- Parallelize all API calls in ClientDetailPage (no waterfall)
- Add targo-hub service (SSE relay, SMS, voice, telephony API)
- Customer portal: invoice detail, ticket detail, messages pages
- Remove dead Ollama nginx upstream

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-02 13:59:59 -04:00
louispaulb
706630c969 refactor: strip CUST- prefix, use bank reference as customer ID
Customer IDs are now the raw legacy customer_id (bank payment reference):
  LPB4, 114796350603272, DOMIL5149490230

New customers: C + 14 digits sequential (C10000000000001)
No collision with existing 15-digit bank references (gap at 10^13).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-01 18:02:08 -04:00
louispaulb
43d5ca2e4e feat: nested tasks, project wizard, n8n webhooks, inline task editing
Major dispatch/task system overhaul:
- Project templates with 3-step wizard (choose template → edit steps → publish)
- 4 built-in templates: phone service, fiber install, move, repair
- Nested task tree with recursive TaskNode component (parent_job hierarchy)
- n8n webhook integration (on_open_webhook, on_close_webhook per task)
- Inline task editing: status, priority, type, tech assignment, tags, delete
- Tech assignment + tags from ticket modal → jobs appear on dispatch timeline
- ERPNext custom fields: parent_job, on_open_webhook, on_close_webhook, step_order
- Refactored ClientDetailPage, ChatterPanel, DetailModal, dispatch store
- CSS consolidation, dead code cleanup, composable extraction
- Dashboard KPIs with dispatch integration

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-01 13:01:20 -04:00
louispaulb
0543fb6a08 feat: inline editing, search, notifications + full repo cleanup
- InlineField component + useInlineEdit composable for Odoo-style dblclick editing
- Client search by name, account ID, and legacy_customer_id (or_filters)
- SMS/Email notification panel on ContactCard via n8n webhooks
- Ticket reply thread via Communication docs
- All migration scripts (51 files) now tracked
- Client portal and field tech app added to monorepo
- README rewritten with full feature list, migration summary, architecture
- CHANGELOG updated with all recent work
- ROADMAP updated with current completion status
- Removed hardcoded tokens from docs (use $ERP_SERVICE_TOKEN)
- .gitignore updated (docker/, .claude/, exports/, .quasar/)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-31 07:34:41 -04:00
louispaulb
2a7c102b10 fix: route API + Ollama calls through ops-frontend nginx proxy
All /api/ and /ollama/ requests now go through the ops base path
(/ops/api/... and /ops/ollama/...) so Traefik routes them to
ops-frontend nginx, which injects the ERPNext token server-side.
Token is never exposed in the browser.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-31 00:00:14 -04:00
louispaulb
d2fa1a1cd7 feat: Ollama Vision OCR for bill/invoice scanning
- Ollama container running llama3.2-vision:11b on server
- OCR page in ops app: camera/upload → Ollama extracts vendor, date,
  amounts, line items → editable form → create Purchase Invoice
- nginx proxies /ollama/ to Ollama API (both ops + field containers)
- Added createDoc to erp.js API layer

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 23:57:21 -04:00
louispaulb
613691f2f0 fix: server-side API token injection + ticket modal empty state
- Move ERPNext API token from JS bundle to nginx proxy_set_header
  (token only lives on server, never in client code)
- Switch ops + field apps from auth.targo.ca to id.gigafibre.ca SSO
- Fix "Aucun contenu" showing on tickets that have comments but no
  description (check comments.length in v-if condition)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 23:31:58 -04:00
louispaulb
35b7ea57d7 feat: add ops app + CONTEXT.md, simplify URL to /ops/
Ops app (Vue/Quasar PWA) with dispatch V2 integration, tag system,
customer 360, tickets, and dashboard. Served via standalone nginx
container at erp.gigafibre.ca/ops/ with Traefik StripPrefix + Authentik SSO.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 22:41:58 -04:00