Commit Graph

13 Commits

Author SHA1 Message Date
louispaulb
b43f092da3 feat(ops): staff reconciliation console (Authentik ↔ System User/Employee/Tech)
Settings → Staff tab: one row per internal Authentik user with provisioning
state (active, groups, System User / Employee / Dispatch Technician / identity),
flagging orphan (active but no System User → not provisioned, e.g. Karim
Takougang), departed (inactive/identity-departed), ok.

Hub /auth/staff (GET reconciliation) + /auth/staff/provision (groups + System
User + Employee + Tech + identity in one click) + /auth/staff/active
(deactivate/reactivate, non-destructive) + /auth/staff/impact + guarded DELETE
(refuses with 409 if tickets/jobs reference the person → offers deactivate).
Writes admin-gated. identity.js gains programmatic upsert/setActive.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 13:01:33 -04:00
louispaulb
dec8321823 feat(ops): unified staff identity (label + email aliases + tech link + departed flag)
One person = one identity { label, primary_email (SSO login), alias_emails[],
tech_id, active, kind }. Every email + tech ID resolves to it.

Hub: lib/identity.js (NEW, SOURCE UNIQUE) — resolver + secured endpoints
(/identity/map|resolve read; upsert/alias/merge/delete admin-only). server.js
mounts /identity. auth.getDisplayNameByEmail consults the identity label first
(any alias → full name everywhere). Seed: Louis-Paul Bourdon, Louis Morneau.

SPA: composables/useIdentity + api/identity. IssueDetail dedupes assignment by
identity (m'ajouter + search = same person → no double chip), shows full names,
and hides departed people (active:false) from the picker. IdentityManager.vue
(Settings → Identités tab): edit label/aliases/tech link, merge duplicates,
block/reactivate (departed = non-destructive: hidden from pickers, history kept).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-10 12:22:48 -04:00
louispaulb
14530787bb consolidate uncommitted multi-session work (NL staff-agent, user avatars/profil, HelpHint, ticket detail modules, skill icons, hub agent/payments/sync)
Lot de travaux accumulés non commités (plusieurs sessions), vérifiés : hub `node --check`
tout OK + build SPA propre.
- ops : AssignmentField, CommandPalette, IssueDetail/DetailModal + detail-sections/modules,
  UserAvatar/useAvatar, UserProfileDialog/EmployeeEditDialog, HelpHint, useSkillIcons,
  pages (Dashboard/Equipe/Clients/Tickets/Reports/Settings/Evaluations/LegacySync…),
  usePermissions/useUserGroups/useDetailModal, MainLayout, TicketStatusControl
- hub : staff-agent.js (couche commandes NL), agent.js/agent-tools.json/voice-agent.js,
  avatars.js, conversation.js, payments.js, sync-orchestrator.js, auth.js, campaigns.js,
  legacy-dispatch-sync.js, server.js

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-09 20:43:50 -04:00
louispaulb
7ab71ce6a8 refactor(ui): T1 (suite) — unifier les formatters variants vers les canoniques (formats cohérents)
Sur autorisation user (changement d'affichage OK si ça améliore l'UI) :
- date+heure → formatDateTimeShort : Settings, GiftsInventory, EmailQueue
- date → formatDate : Subcontractors
- initials → staffInitials (1er+dernier) : Historique
- fmtDur → useHelpers.fmtDur («30m»/«1h30») : RendezVous
LAISSÉS (UX volontaire/niche) : ConversationPanel formatDate (relatif auj/hier), PublishScheduleModal (d/m compact),
TechTasks fmtDate (weekday terrain), Planif fmtH (axe timeline), SupplierInvoices fmtMoney (multi-devise).
Build vert, leak 0 ; 12 copies locales éliminées au total (T1).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-04 18:42:17 -04:00
louispaulb
512c4a5f1b feat(ops): dispatch auto complet + perf Boîte/rapports + fix session
Planificateur « Suggérer » : 4 stratégies (smart / meilleurs d'abord / équilibré /
juste ce qu'il faut), compétences+niveaux par tech (édition inline), niveau requis
par compétence + par job, carte des tournées (1 couleur/tech, domicile→arrêts,
sélecteur de jour), fenêtre de dispatch auj.+demain (dates sélectionnées), règle
week-end + placeholder « en attente du quart », clustering + lasso + filtre-date
sur la carte, accès rapide « À assigner » (badge).

Boîte : liste /conversations allégée (45 Mo → ~1 Mo, 17×) + messages chargés à
l'ouverture. Rapports : cache SWR sur revenue-explorer (22×). Session : keep-alive
+ timeout fetch global + authFetch durci → fin des rechargements manuels.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-02 08:49:35 -04:00
louispaulb
0f65c02d83 feat(fsm): platform build — comms UI, F→ERPNext sync/billing, roster, campaigns, network, reports
Accumulated work on the dispatch/legacy-writeback branch:
- Communications UI: CommunicationsPage, ConversationFullPage, DepartmentBoard,
  PipelineBoard, ReaderStack, Orchestrator/NewTicket/ServiceStatus/Outbox dialogs;
  hub gmail.js, ticket-collab.js, outbox.js, coupon-triage.js, client-diag.js.
- Billing/sync mirror (F→ERPNext): legacy-payments.js, legacy-sync.js,
  sync-orchestrator.js, supplier-invoices.js, municipality.js + incremental
  migration scripts; LegacySyncPage, SupplierInvoices + negative-billing /
  terminated-active reports.
- Roster/campaigns/network/voice: roster + roster-assistant, campaigns, giftbit,
  olt-snmp, traccar, twilio, vision, tech-absence-sms, ai/agent/config/helpers,
  legacy-dispatch-sync; ops PlanificationPage, RapportsPage, Settings, Tickets,
  ClientDetail updates.
- docs/ PLATFORM_GUIDE + UI_AND_OPTIMIZATION; .gitignore __pycache__.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-15 06:12:12 -04:00
louispaulb
bb77c04943 feat(hub+ops): user invite flow sends temp password via Mailjet + dev .env.example
A few connected fixes around the invite UI shipped in 969fe42:

1. **Bug in 969fe42**: `auth.js` referenced `erpFetch` without importing
   it, so every invite returned `erpnext.ok=false` with the silent
   "erpFetch is not defined" error in the catch. Imported it from
   ./helpers alongside the other helpers we already used.

2. **Authentik recovery flow not configured** (caught while smoke-testing):
   the brand `auth.targo.ca` has `flow_recovery=None` and no SMTP, so
   `POST /core/users/{pk}/recovery_email/` returned 400 "No recovery
   flow set." Rather than build out a full Authentik recovery flow
   via API (multiple stages, brand patch, SMTP env var changes), the
   hub now generates a strong-but-readable temp password
   (`X7K2-9NQB-4GHM-3RTW` style — no look-alike chars), POSTs it via
   `/core/users/{pk}/set_password/`, and emails it via the existing
   Mailjet SMTP (already wired into lib/email.js for invoice sends).
   Returns `{temp_password, password_set, email_sent}` so the admin
   has a fallback if Mailjet drops the message.

3. **Settings dialog** now shows a credentials panel after submit:
     • Green banner "✓ Courriel envoyé" when email_sent=true
     • Yellow "⚠ transmettez manuellement" when email_sent=false
     • The temp password as a copyable field either way
     • ERPNext User creation status

4. **Dev onboarding**: added `apps/ops/.env.example`,
   `services/targo-hub/.env.example`, and a top-level `docs/SETUP.md`
   that explains the local-dev flow (clone → cp .env.example .env →
   npm install → npx quasar dev). The example envs are commented
   per-section so a new dev knows which keys correspond to which
   external integration. None of the real secrets are checked in —
   the .gitignore already covers .env files.
2026-05-05 19:50:06 -04:00
louispaulb
969fe42f3f feat(ops/auth): invite-user UI in Settings — creates Authentik + ERPNext + recovery email
Surfaces a "Inviter" button in Settings → Utilisateurs that, in one
round-trip:

  1. Creates the Authentik user (random password, requested OPS_GROUPS,
     auto username from local-part of email with collision suffix).
  2. Triggers Authentik's recovery email so the user picks their own
     password on first login. If the Email stage isn't configured,
     falls back to /core/users/{pk}/recovery/ which returns a one-time
     URL the admin can copy + send via SMS or Slack.
  3. Creates the matching ERPNext System User with the requested
     roles (default: Employee) and `social_logins=[{provider:authentik,
     userid:email}]` so OAuth2 finds them on first SSO login.
     send_welcome_email=1 also fires Frappe's invite mail.

Idempotent on both sides: if the Authentik user already exists, we
PATCH the requested groups; if the ERPNext User exists, we skip the
POST and return existing=true. Lets the admin re-invite somebody
after a botched first try without breaking anything.

UI:
  • "Inviter" button next to the user search bar, gated by the
    `manage_users` capability (existing pattern).
  • q-dialog with full_name + email + chip-pickable Authentik groups
    (admin/sysadmin/tech/support/comptabilite/facturation/dev) + a
    comma-separated ERPNext roles input (defaults to Employee).
  • Optimistic insert into the visible list on success; the next
    search reconciles.
2026-05-05 15:29:18 -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
24b5644da4 refactor: extract composables from 5 largest files — net -1950 lines from main components
DispatchPage.vue: 1320→1217 lines
  - Extract SbModal.vue + SbContextMenu.vue reusable components
  - Extract useAbsenceResize composable
  - Extract dispatch constants to config/dispatch.js

ProjectWizard.vue: 1185→673 lines (-43%)
  - Extract useWizardPublish composable (270-line publish function)
  - Extract useWizardCatalog composable
  - Extract wizard-constants.js (step labels, options, categories)

SettingsPage.vue: 1172→850 lines (-27%)
  - Extract usePermissionMatrix composable
  - Extract useUserGroups composable
  - Extract useLegacySync composable

ClientDetailPage.vue: 1169→864 lines (-26%)
  - Extract useClientData composable (loadCustomer broken into sub-functions)
  - Extract useEquipmentActions composable
  - Extract client-constants.js + erp-pdf.js utility

checkout.js: 639→408 lines (-36%)
  - Extract address-search.js module
  - Extract otp.js module
  - Extract email-templates.js module
  - Extract project-templates.js module
  - Add erpQuery() helper to DRY repeated URL construction

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-08 17:57:24 -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
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