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41d9b5f316
gigafibre-fsm/docs/ROADMAP.md
louispaulb 41d9b5f316 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

3.6 KiB
Raw Blame History

Gigafibre FSM — Roadmap

See STATUS_2026-04-18.md for a full state snapshot and HANDOFF.md for the reader's guide.

Phase 1 — Foundation (Done, March 2026)

  • ERPNext v16 + PostgreSQL
  • Custom FSM doctypes (Service Location, Equipment, Subscription)
  • Dispatch doctypes (Job, Technician, Tag with skill levels)
  • Dispatch PWA with timeline, drag-drop, Mapbox map
  • GPS tracking (Traccar hybrid REST + WebSocket)
  • Authentik SSO (forwardAuth)
  • ERPNext API proxy (nginx same-origin)
  • Legacy migration (6,667 customers, 21K subs, 115K invoices, 242K tickets)

Phase 2 — Ops App (Done, March 2026)

  • Unified ops PWA (erp.gigafibre.ca/ops/)
  • Client list/detail with inline editing (Odoo-style)
  • Dispatch module + ticket management
  • Equipment tracking with OLT/SNMP diagnostics
  • SMS/Email notifications (Twilio + Mailjet)
  • Invoice OCR (Ollama Vision)
  • Field tech mobile (/t/{token})
  • Authentik federation (staff → client SSO)
  • Modem-bridge (Playwright headless for TP-Link ONU diagnostics)
  • WiFi diagnostic panel (mesh topology, client signal, packet loss)

Phase 2.5 — Remote Architecture Transition (Current Focus)

  • Deprecate local frappe_docker development dependencies
  • Consolidate architecture and ecosystem documentation
  • Decouple API/Auth (Token-based auth instead of session for frontend apps)
  • Set up dev proxy (Vite) to bridge local env to remote ERPNext API (bypassing CORS)
  • Establish secure PostgreSQL tunnel for infra-map-vue development
  • Sandboxed outbound comms (required before any scheduler/webhook/Twilio/Mailjet E2E test) — prevents test runs from reaching real customers while legacy still bills
  • Subscription → Sales Invoice scheduler: keep pause_scheduler=1 until cutover event. Legacy PHP is authoritative until then.

Phase 2.6 — Quotation + DocuSeal (Shipped 2026-04-18)

  • DocuSeal container at sign.gigafibre.ca (Docker + Mailjet SMTP)
  • Hub routes: /accept/generate, /accept/docuseal-webhook, /accept/confirm
  • Quotation custom fields: custom_docuseal_signing_url, custom_docuseal_envelope_id, custom_quote_type
  • Billing Frequency Custom Field on Item + Quotation/Sales Invoice/Sales Order Item (fetch_from item_code)
  • Print Format "Soumission TARGO" with split Recurring / One-time sections and QR → signing URL
  • Wizard flow: ProjectWizard → /accept/generate → DocuSeal submission → signed webhook → acceptQuotation()
  • Register DocuSeal webhook in UI (Settings → Webhooks, form.completed → hub endpoint) — manual
  • First end-to-end signed acceptance on a real customer quote

Phase 3 — Workflows & Automation (In Progress)

  • Tag technicians with skills (46 techs to tag)
  • Wire auto-dispatch (cost-optimization matching)
  • Issue → Dispatch Job creation
  • Job completion → equipment status + close ticket
  • Equipment swap → inventory log
  • n8n escalation workflows
  • Twilio 10DLC production upgrade
  • SLA tracking

Phase 4 — Customer Portal

  • Self-service app (invoices, tickets, equipment)
  • Stripe payments
  • Online appointment booking
  • Real-time tech tracking SMS
  • Legacy password migration (MD5 → PBKDF2)
  • QR code modem → subscriber dashboard

Phase 5 — Advanced Features

  • Van stock inventory per tech
  • Revenue analytics (MRR, churn, ARPU)
  • Proactive monitoring (auto-ticketing)
  • Online checkout (e-commerce signup)
  • Marketing segmentation + campaigns
  • Tech performance dashboards
  • Preventive maintenance scheduling