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>
73 lines
3.6 KiB
Markdown
73 lines
3.6 KiB
Markdown
# Gigafibre FSM — Roadmap
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> See [STATUS_2026-04-18.md](STATUS_2026-04-18.md) for a full state snapshot and [HANDOFF.md](HANDOFF.md) for the reader's guide.
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## Phase 1 — Foundation (Done, March 2026)
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- [x] ERPNext v16 + PostgreSQL
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- [x] Custom FSM doctypes (Service Location, Equipment, Subscription)
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- [x] Dispatch doctypes (Job, Technician, Tag with skill levels)
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- [x] Dispatch PWA with timeline, drag-drop, Mapbox map
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- [x] GPS tracking (Traccar hybrid REST + WebSocket)
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- [x] Authentik SSO (forwardAuth)
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- [x] ERPNext API proxy (nginx same-origin)
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- [x] Legacy migration (6,667 customers, 21K subs, 115K invoices, 242K tickets)
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## Phase 2 — Ops App (Done, March 2026)
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- [x] Unified ops PWA (erp.gigafibre.ca/ops/)
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- [x] Client list/detail with inline editing (Odoo-style)
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- [x] Dispatch module + ticket management
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- [x] Equipment tracking with OLT/SNMP diagnostics
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- [x] SMS/Email notifications (Twilio + Mailjet)
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- [x] Invoice OCR (Ollama Vision)
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- [x] Field tech mobile (/t/{token})
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- [x] Authentik federation (staff → client SSO)
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- [x] Modem-bridge (Playwright headless for TP-Link ONU diagnostics)
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- [x] WiFi diagnostic panel (mesh topology, client signal, packet loss)
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## Phase 2.5 — Remote Architecture Transition (Current Focus)
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- [x] Deprecate local `frappe_docker` development dependencies
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- [x] Consolidate architecture and ecosystem documentation
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- [ ] Decouple API/Auth (Token-based auth instead of session for frontend apps)
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- [ ] Set up dev proxy (Vite) to bridge local env to remote ERPNext API (bypassing CORS)
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- [ ] Establish secure PostgreSQL tunnel for `infra-map-vue` development
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- [ ] **Sandboxed outbound comms** (required before any scheduler/webhook/Twilio/Mailjet E2E test) — prevents test runs from reaching real customers while legacy still bills
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- [ ] Subscription → Sales Invoice scheduler: keep `pause_scheduler=1` until cutover event. Legacy PHP is authoritative until then.
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## Phase 2.6 — Quotation + DocuSeal (Shipped 2026-04-18)
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- [x] DocuSeal container at sign.gigafibre.ca (Docker + Mailjet SMTP)
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- [x] Hub routes: `/accept/generate`, `/accept/docuseal-webhook`, `/accept/confirm`
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- [x] Quotation custom fields: `custom_docuseal_signing_url`, `custom_docuseal_envelope_id`, `custom_quote_type`
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- [x] Billing Frequency Custom Field on Item + Quotation/Sales Invoice/Sales Order Item (fetch_from item_code)
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- [x] Print Format "Soumission TARGO" with split Recurring / One-time sections and QR → signing URL
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- [x] Wizard flow: ProjectWizard → `/accept/generate` → DocuSeal submission → signed webhook → `acceptQuotation()`
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- [ ] Register DocuSeal webhook in UI (Settings → Webhooks, `form.completed` → hub endpoint) — **manual**
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- [ ] First end-to-end signed acceptance on a real customer quote
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## Phase 3 — Workflows & Automation (In Progress)
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- [ ] Tag technicians with skills (46 techs to tag)
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- [ ] Wire auto-dispatch (cost-optimization matching)
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- [ ] Issue → Dispatch Job creation
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- [ ] Job completion → equipment status + close ticket
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- [ ] Equipment swap → inventory log
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- [ ] n8n escalation workflows
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- [ ] Twilio 10DLC production upgrade
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- [ ] SLA tracking
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## Phase 4 — Customer Portal
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- [ ] Self-service app (invoices, tickets, equipment)
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- [ ] Stripe payments
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- [ ] Online appointment booking
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- [ ] Real-time tech tracking SMS
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- [ ] Legacy password migration (MD5 → PBKDF2)
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- [ ] QR code modem → subscriber dashboard
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## Phase 5 — Advanced Features
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- [ ] Van stock inventory per tech
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- [ ] Revenue analytics (MRR, churn, ARPU)
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- [ ] Proactive monitoring (auto-ticketing)
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- [ ] Online checkout (e-commerce signup)
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- [ ] Marketing segmentation + campaigns
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- [ ] Tech performance dashboards
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- [ ] Preventive maintenance scheduling
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