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>
82 lines
4.6 KiB
Markdown
82 lines
4.6 KiB
Markdown
# Gigafibre FSM — Data Structures & Customer Flows
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> A unified document defining the ERPNext data structure and the "Lead to Live" customer flow architecture.
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## 1. ERPNext Data Schema
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All operational data revolves around the Customer, connected closely to their physical service location and the equipment provided.
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```text
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┌───────────────────────────────────────────────────────────┐
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│ Customer │
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│ customer_group (Résidentiel/Comm.), legacy_customer_id │
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└──────────┬─────────────────────────┬──────────────────────┘
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│ │
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▼ ▼
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┌─────────────────────┐ ┌─────────────────────────┐
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│ Service Location │ │ Sales Invoice │
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│ (delivery address) │ │ Payment Entry │
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│ connection/olt_port│ └─────────────────────────┘
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└──────┬──────────────┘
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│
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├──────────────────────────────────┐
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▼ ▼
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┌──────────────────┐ ┌──────────────────────┐
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│ Service │ │ Service Equipment │
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│ Subscription │ │ (ONT/Routeur/TV) │
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│ (Internet/TV) │ │ mac/serial/wifi/sip │
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└──────────────────┘ └──────────────────────┘
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│
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▼
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┌──────────────────────────────────────────────────┐
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│ Dispatch Job │
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│ (Tech installs equipment at Service Location) │
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│ Status: Scheduled → In Progress → Completed │
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└──────────────────────────────────────────────────┘
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```
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---
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## 2. The Customer Journey (Lead to Live)
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This flow replaces the legacy PHP quote builder. It operates atomically to ensure equipment and ports are correctly reserved.
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### Step 1: Address Qualification
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- Website hits `/api/address`.
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- Queries the `fiber_availability` table (coupled with pg_trgm fuzzy matching against RQA databases).
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- Identifies the specific `fibre_id` and checks port availability in real time.
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### Step 2: Plan & Price Selection
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- Prices dynamically populate based on the `zone_tarifaire` tied to the OLT Port.
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### Step 3: Payment Intent (Stripe)
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- Stripe Elements capture CC info for a SetupIntent.
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- We **do not** charge the card until the Dispatch Job is confirmed by the technician.
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### Step 4: Atomic Order Creation
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Through `targo-hub` or `n8n`, a successful sign-up generates exactly:
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1. `Customer` (Jane Doe)
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2. `Service Location` (Address, linked to OLT Port)
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3. `Service Subscription` (Internet Plan, TV Package)
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4. `Service Equipment` (Empty templates waiting for tech to scan serials)
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5. `Dispatch Job` (Triggered for Installation, waiting for tech assignment)
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### Step 5: Hardware Auto-Provisioning
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1. When the order is generated, custom fields on `Service Equipment` (like `custom_wifi_ssid` and `custom_sip_username`) are prefilled in ERPNext.
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2. The technician arrives, installs the TP-Link ONT, and scans its serial/MAC.
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3. The ONT boots up and hits the TR-369 server (Oktopus).
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4. `targo-hub` acts as the TR-069 proxy, matching the MAC to ERPNext, reading the custom provisioning profile, and automatically injecting the WiFi and SIP credentials onto the modem.
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---
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## 3. Ops App "Client 360" View
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The `ClientDetailPage` in the Ops App acts as a unified console pulling from these relationships.
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**It displays:**
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- Standard Frappe Customer metadata + Custom Flags (PPA Enabled).
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- A map and grid of the `Service Location`.
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- Live diagnostic queries to `targo-hub` providing real-time data on the linked `Service Equipment`.
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- The historical thread of `Issue` and `Dispatch Job` events.
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- Inline Odoo-style editing for rapid support.
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