41d9b5f316
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>
460 lines
17 KiB
Python
460 lines
17 KiB
Python
"""
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seed_flow_templates.py — Seed initial Flow Templates (system-owned).
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Migrates the 4 hardcoded project templates (fiber_install, phone_service,
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move_service, repair_service) from apps/ops/src/config/project-templates.js
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into Flow Template docs (is_system=1).
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Also seeds:
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- residential_onboarding : runs on_contract_signed, ties install + reminders
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- quotation_follow_up : runs on_quotation_created, sends reminders
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Run (inside backend container):
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docker exec -u frappe erpnext-backend-1 bash -c \\
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'cd /home/frappe/frappe-bench/sites && \\
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/home/frappe/frappe-bench/env/bin/python -c \\
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"import frappe; frappe.init(site=\\"erp.gigafibre.ca\\"); frappe.connect(); \\
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from seed_flow_templates import seed_all; seed_all()"'
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Idempotent: skips templates that already exist by template_name.
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"""
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import json
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import frappe
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# Flow definition schema:
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# {
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# "version": 1,
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# "trigger": { "event": "...", "condition": "" },
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# "variables": {...}, # flow-level defaults
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# "steps": [ <Step>, ... ]
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# }
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#
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# Step schema:
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# {
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# "id": "step_xxx", # stable ID
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# "kind": "dispatch_job"|"issue"|"notify"|"webhook"|"erp_update"|"wait"|"condition"|"subscription_activate",
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# "label": "...", # human-readable
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# "parent_id": null | "step_yyy",
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# "branch": null | "yes" | "no" | custom,
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# "depends_on": ["step_xxx"], # array of step IDs; empty = run at flow start
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# "trigger": { # when to execute this step
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# "type": "on_flow_start" | "on_prev_complete" | "after_delay" | "on_date" | "on_webhook" | "manual",
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# "delay_hours": 24, # for after_delay
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# "delay_days": 7, # for after_delay
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# "at": "2026-05-01T09:00", # for on_date
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# },
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# "payload": { ... } # kind-specific fields (see below)
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# }
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#
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# Payloads by kind:
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# dispatch_job: { subject, job_type, priority, duration_h, assigned_group,
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# on_open_webhook, on_close_webhook, merge_key }
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# issue: { subject, description, priority, raised_by, issue_type }
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# notify: { channel: "sms"|"email", to, template_id, subject, body }
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# webhook: { url, method: "POST", headers, body_template }
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# erp_update: { doctype, docname_ref, fields: {field: value} }
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# wait: {} (uses trigger.delay_hours/delay_days)
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# condition: { field, op: "==|!=|<|>|<=|>=|in|not_in", value }
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# Children on branch "yes" / "no"
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# subscription_activate: { subscription_ref }
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# ---------------------------------------------------------------------------
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# Helper builders (keep seed JSON readable)
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# ---------------------------------------------------------------------------
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def _dispatch_step(sid, label, subject, job_type, priority, duration_h,
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group, depends_on=None, merge_key=None,
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open_wh="", close_wh=""):
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return {
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"id": sid,
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"kind": "dispatch_job",
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"label": label,
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"parent_id": None,
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"branch": None,
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"depends_on": depends_on or [],
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"trigger": {"type": "on_prev_complete" if depends_on else "on_flow_start"},
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"payload": {
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"subject": subject,
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"job_type": job_type,
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"priority": priority,
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"duration_h": duration_h,
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"assigned_group": group,
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"merge_key": merge_key or sid,
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"on_open_webhook": open_wh,
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"on_close_webhook": close_wh,
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},
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}
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def _notify_step(sid, label, channel, template_id, depends_on=None,
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trigger_type="on_prev_complete", delay_hours=None):
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trig = {"type": trigger_type}
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if delay_hours:
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trig["delay_hours"] = delay_hours
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return {
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"id": sid,
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"kind": "notify",
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"label": label,
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"parent_id": None,
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"branch": None,
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"depends_on": depends_on or [],
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"trigger": trig,
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"payload": {
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"channel": channel,
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"to": "{{customer.primary_phone}}" if channel == "sms" else "{{customer.email_id}}",
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"template_id": template_id,
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},
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}
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def _issue_step(sid, label, subject, depends_on=None):
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return {
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"id": sid,
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"kind": "issue",
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"label": label,
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"parent_id": None,
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"branch": None,
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"depends_on": depends_on or [],
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"trigger": {"type": "on_prev_complete" if depends_on else "on_flow_start"},
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"payload": {
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"subject": subject,
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"priority": "Medium",
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"issue_type": "Suivi",
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},
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}
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def _wait_step(sid, label, delay_hours=None, delay_days=None, depends_on=None):
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trig = {"type": "after_delay"}
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if delay_hours:
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trig["delay_hours"] = delay_hours
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if delay_days:
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trig["delay_days"] = delay_days
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return {
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"id": sid,
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"kind": "wait",
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"label": label,
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"parent_id": None,
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"branch": None,
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"depends_on": depends_on or [],
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"trigger": trig,
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"payload": {},
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}
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# ---------------------------------------------------------------------------
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# Seed definitions
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# ---------------------------------------------------------------------------
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def _tpl_fiber_install():
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return {
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"template_name": "Installation fibre résidentielle",
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"category": "Internet",
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"applies_to": "Service Contract",
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"icon": "cable",
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"description": "Vérification pré-install, installation, activation, test de débit",
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"is_system": 1,
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"trigger_event": "manual",
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"flow_definition": {
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"version": 1,
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"trigger": {"event": "manual", "condition": ""},
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"variables": {},
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"steps": [
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_dispatch_step("s1", "Vérification pré-installation",
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"Vérification pré-installation (éligibilité & OLT)",
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"Autre", "medium", 0.5, "Admin", merge_key="fiber_pre_check"),
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_dispatch_step("s2", "Installation fibre",
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"Installation fibre chez le client",
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"Installation", "high", 3, "Tech Targo",
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depends_on=["s1"], merge_key="fiber_install_visit"),
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_dispatch_step("s3", "Activation & config ONT",
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"Activation du service & configuration ONT",
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"Installation", "high", 0.5, "Admin",
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depends_on=["s2"], merge_key="fiber_activation"),
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_dispatch_step("s4", "Test de débit",
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"Test de débit & validation client",
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"Dépannage", "medium", 0.5, "Tech Targo",
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depends_on=["s3"], merge_key="fiber_speed_test"),
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],
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},
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}
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def _tpl_phone_service():
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return {
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"template_name": "Service téléphonique résidentiel",
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"category": "Téléphonie",
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"applies_to": "Service Contract",
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"icon": "phone_in_talk",
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"description": "Importation du numéro, installation fibre, portage du numéro",
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"is_system": 1,
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"trigger_event": "manual",
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"flow_definition": {
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"version": 1,
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"trigger": {"event": "manual", "condition": ""},
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"variables": {},
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"steps": [
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_dispatch_step("s1", "Importer numéro",
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"Importer le numéro de téléphone",
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"Autre", "medium", 0.5, "Admin", merge_key="port_phone_request"),
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_dispatch_step("s2", "Installation fibre",
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"Installation fibre chez le client",
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"Installation", "high", 3, "Tech Targo",
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depends_on=["s1"], merge_key="fiber_install_visit"),
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_dispatch_step("s3", "Portage numéro",
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"Portage du numéro vers Gigafibre",
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"Autre", "medium", 0.5, "Admin",
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depends_on=["s2"], merge_key="port_phone_execute"),
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_dispatch_step("s4", "Test téléphonie",
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"Validation et test du service téléphonique",
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"Dépannage", "medium", 0.5, "Tech Targo",
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depends_on=["s3"], merge_key="phone_service_test"),
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],
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},
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}
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def _tpl_move_service():
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return {
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"template_name": "Déménagement de service",
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"category": "Déménagement",
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"applies_to": "Service Contract",
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"icon": "local_shipping",
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"description": "Retrait ancien site, installation nouveau site, transfert abonnement",
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"is_system": 1,
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"trigger_event": "manual",
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"flow_definition": {
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"version": 1,
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"trigger": {"event": "manual", "condition": ""},
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"variables": {},
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"steps": [
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_dispatch_step("s1", "Préparation",
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"Préparation déménagement (vérifier éligibilité nouveau site)",
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"Autre", "medium", 0.5, "Admin", merge_key="move_prep"),
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_dispatch_step("s2", "Retrait ancien site",
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"Retrait équipement ancien site",
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"Retrait", "medium", 1, "Tech Targo",
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depends_on=["s1"], merge_key="move_removal"),
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_dispatch_step("s3", "Installation nouveau site",
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"Installation au nouveau site",
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"Installation", "high", 3, "Tech Targo",
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depends_on=["s2"], merge_key="fiber_install_visit"),
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_dispatch_step("s4", "Transfert abonnement",
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"Transfert abonnement & mise à jour adresse",
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"Autre", "medium", 0.5, "Admin",
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depends_on=["s3"], merge_key="move_transfer"),
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],
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},
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}
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def _tpl_repair_service():
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return {
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"template_name": "Réparation service client",
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"category": "Dépannage",
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"applies_to": "Issue",
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"icon": "build",
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"description": "Diagnostic, intervention terrain, validation",
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"is_system": 1,
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"trigger_event": "on_issue_opened",
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"flow_definition": {
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"version": 1,
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"trigger": {"event": "on_issue_opened", "condition": ""},
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"variables": {},
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"steps": [
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_dispatch_step("s1", "Diagnostic à distance",
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"Diagnostic à distance",
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"Dépannage", "high", 0.5, "Admin", merge_key="repair_diag"),
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_dispatch_step("s2", "Intervention terrain",
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"Intervention terrain",
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"Réparation", "high", 2, "Tech Targo",
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depends_on=["s1"], merge_key="repair_visit"),
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_dispatch_step("s3", "Validation client",
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"Validation & suivi client",
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"Dépannage", "medium", 0.5, "Admin",
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depends_on=["s2"], merge_key="repair_validate"),
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],
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},
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}
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def _tpl_residential_onboarding():
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"""
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Flow complet déclenché à la signature du Service Contract résidentiel.
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Ferme la boucle CTR-00004 : installation + rappels + satisfaction + renouvellement.
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"""
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return {
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"template_name": "Onboarding résidentiel (post-signature)",
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"category": "Onboarding",
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"applies_to": "Service Contract",
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"icon": "rocket_launch",
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"description": "Flow complet après signature: SMS bienvenue, installation, test, survey, renouvellement",
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"is_system": 1,
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"trigger_event": "on_contract_signed",
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"trigger_condition": "contract.contract_type == 'Résidentiel'",
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"flow_definition": {
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"version": 1,
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"trigger": {
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"event": "on_contract_signed",
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"condition": "contract.contract_type == 'Résidentiel'",
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},
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"variables": {},
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"steps": [
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# Immédiat — accueil
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_notify_step("welcome_sms", "SMS de bienvenue",
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channel="sms", template_id="welcome_residential",
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trigger_type="on_flow_start"),
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_issue_step("onboarding_ticket",
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"Ticket suivi onboarding",
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"Onboarding résidentiel — suivi client"),
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# Installation (dépend de rien, démarre immédiatement)
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_dispatch_step("install", "Installation fibre",
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"Installation fibre chez le client",
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"Installation", "high", 3, "Tech Targo",
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merge_key="fiber_install_visit",
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open_wh="", close_wh=""),
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# Activation abonnement après installation complétée
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{
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"id": "activate_sub",
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"kind": "subscription_activate",
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"label": "Activer l'abonnement",
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"parent_id": None,
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"branch": None,
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"depends_on": ["install"],
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"trigger": {"type": "on_prev_complete"},
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"payload": {"subscription_ref": "{{contract.subscription}}"},
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},
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# SMS confirmation service actif
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_notify_step("active_sms", "SMS service actif",
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channel="sms", template_id="service_activated",
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depends_on=["activate_sub"]),
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# Survey satisfaction 24h après install
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_wait_step("wait_24h", "Attendre 24h après install",
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delay_hours=24, depends_on=["install"]),
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_notify_step("survey_sms", "SMS sondage satisfaction",
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channel="sms", template_id="satisfaction_survey",
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depends_on=["wait_24h"]),
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# Rappel renouvellement à 11 mois (anticipation du renouvel à 12 mois)
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_wait_step("wait_11m", "Attendre 11 mois",
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delay_days=330, depends_on=["activate_sub"]),
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_issue_step("renewal_ticket",
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"Ticket renouvellement",
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"Rappel: contrat arrive à échéance dans 1 mois",
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depends_on=["wait_11m"]),
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],
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},
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}
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def _tpl_quotation_follow_up():
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"""Relance douce 48h après envoi de quotation non acceptée."""
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return {
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"template_name": "Relance quotation non signée",
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"category": "Custom",
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"applies_to": "Quotation",
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"icon": "mail",
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"description": "SMS de rappel 48h après envoi d'un devis résidentiel",
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"is_system": 1,
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"trigger_event": "on_quotation_created",
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"trigger_condition": "quotation.status == 'Submitted'",
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"flow_definition": {
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"version": 1,
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"trigger": {
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"event": "on_quotation_created",
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"condition": "quotation.status == 'Submitted'",
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},
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"variables": {},
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"steps": [
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_wait_step("wait_48h", "Attendre 48h", delay_hours=48),
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_notify_step("reminder_sms",
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"SMS rappel devis", channel="sms",
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template_id="quotation_reminder",
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depends_on=["wait_48h"]),
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],
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},
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}
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# ---------------------------------------------------------------------------
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# Seeder
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# ---------------------------------------------------------------------------
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SEEDS = [
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_tpl_fiber_install,
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_tpl_phone_service,
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_tpl_move_service,
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_tpl_repair_service,
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_tpl_residential_onboarding,
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_tpl_quotation_follow_up,
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]
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def _count_steps(flow_def):
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return len(flow_def.get("steps", []))
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def _upsert(tpl):
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name = tpl["template_name"]
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exists = frappe.db.exists("Flow Template", {"template_name": name})
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flow_def_json = json.dumps(tpl["flow_definition"], ensure_ascii=False, indent=2)
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step_count = _count_steps(tpl["flow_definition"])
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if exists:
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doc = frappe.get_doc("Flow Template", exists)
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# Only update is_system=1 seeds automatically
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if not doc.is_system:
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print(f" SKIP {name!r} — exists as user-edited (is_system=0)")
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return
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doc.update({
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"category": tpl["category"],
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"applies_to": tpl["applies_to"],
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"icon": tpl.get("icon", "account_tree"),
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"description": tpl.get("description", ""),
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"trigger_event": tpl.get("trigger_event", "manual"),
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"trigger_condition": tpl.get("trigger_condition", ""),
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"flow_definition": flow_def_json,
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"step_count": step_count,
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"version": (doc.version or 0) + 1,
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})
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doc.save(ignore_permissions=True)
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print(f" UPDATED {name!r} -> v{doc.version}, {step_count} steps")
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return
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doc = frappe.get_doc({
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"doctype": "Flow Template",
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"template_name": name,
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"category": tpl["category"],
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"applies_to": tpl["applies_to"],
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"icon": tpl.get("icon", "account_tree"),
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"is_active": 1,
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"is_system": tpl.get("is_system", 0),
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"version": 1,
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"description": tpl.get("description", ""),
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"trigger_event": tpl.get("trigger_event", "manual"),
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"trigger_condition": tpl.get("trigger_condition", ""),
|
|
"flow_definition": flow_def_json,
|
|
"step_count": step_count,
|
|
})
|
|
doc.insert(ignore_permissions=True)
|
|
print(f" CREATED {name!r} -> {doc.name}, {step_count} steps")
|
|
|
|
|
|
def seed_all():
|
|
for factory in SEEDS:
|
|
tpl = factory()
|
|
_upsert(tpl)
|
|
frappe.db.commit()
|
|
print(f"\n[OK] Seeded {len(SEEDS)} Flow Templates.")
|
|
|
|
|
|
if __name__ == "__main__":
|
|
seed_all()
|