gigafibre-fsm/docs/STATUS_2026-04-18.md

Gigafibre FSM — Status Snapshot (2026-04-18)

Audience: new contributor, stakeholder, or future-me opening this cold. Goal: be able to hold a coherent conversation about the system in 10 minutes. Companion docs: README · ARCHITECTURE · ROADMAP · DATA_AND_FLOWS · BILLING_AND_PAYMENTS · CPE_MANAGEMENT · APP_DESIGN_GUIDELINES

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TL;DR

Gigafibre (consumer brand of TARGO Internet) is a Quebec fiber ISP. We are migrating a legacy PHP/MariaDB billing system (used daily since ~2012) to ERPNext v16 on PostgreSQL, wrapping it in Vue 3/Quasar PWAs for ops, dispatch, field, and customer self-service. The accounting, subscriptions, invoices, and payments are already migrated and balanced. We are now in the "live ops" transition phase: new quotes flow through ERPNext + DocuSeal e-signature, dispatch runs on the new PWA, and the legacy system is kept in read-only mode pending customer-portal cutover.

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Where we are (at a glance)

Area	State	Notes
Accounting migration	✅ Shipped	629,935 invoices + 343,684 payments, GL balanced ($130M debit/credit)
Master data migration	✅ Shipped	15,303 customers · 833 items · 21,876 subscriptions · 7,241 equipment
Staff SSO (auth.targo.ca)	✅ Live	Authentik forwardAuth, 6 groups
Ops PWA (erp.gigafibre.ca/ops/)	✅ Live	ClientDetail, Tickets, Dispatch, Dashboard
Dispatch PWA v1	✅ Live	Timeline + Mapbox + drag-drop
Field tech PWA	✅ Live	Mobile via /t/{token}
GenieACS TR-069	✅ Live	~7,560 CPEs polled every 5 min
targo-hub gateway	✅ Live	11 modules (ERP, Twilio, SIP, AI, SSE, etc.)
Quotation + DocuSeal flow	🆕 Just shipped (2026-04-18)	See "New this cycle" below
Customer SSO (id.gigafibre.ca)	✅ Live	Authentik federated from staff
Customer portal v2	🚧 In progress	Vue SPA spec ready; checkout + Stripe pending
ERPNext scheduler	⏸ Paused	pause_scheduler=1 — requires explicit approval to reactivate
Invoice PDF "Facture TARGO"	✅ Live	Inline-SVG logo, QR to Stripe/portal
Quote PDF "Soumission TARGO"	✅ Live	Same branding, QR to DocuSeal signing URL
Legacy PHP/MariaDB	🗃 Read-only	Accessed from 10.100.80.100 for residual lookups

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Architecture at a glance

                 Internet (Cloudflare DNS for gigafibre.ca)
                               │
          ┌────────────────────┴───────────────────┐
          │    Proxmox VM — 96.125.196.67          │
          │    Ubuntu 24.04 · Docker · Traefik v2.11│
          └────────────────────┬───────────────────┘
                               │
   ┌──────────┬───────────┬────┴─────┬──────────┬─────────────┐
   │          │           │          │          │             │
 ERPNext   Ops PWA    targo-hub    n8n     DocuSeal      Authentik
 erp.      /ops/      msg.         n8n.    sign.         auth.targo.ca
 giga.ca   (nginx)    giga.ca      giga.ca giga.ca       id.giga.ca
   │                     │
   │                     ├─── Twilio (SMS, +14382313838)
   │                     ├─── 3CX PBX (targopbx.3cx.ca)
   │                     ├─── Mailjet SMTP
   │                     ├─── Fonoster/Routr (SIP @ voice.giga.ca)
   │                     ├─── GenieACS NBI (10.5.2.115:7557)
   │                     ├─── Oktopus TR-369 (oss.giga.ca)
   │                     ├─── Gemini AI (agent/voice/OCR)
   │                     ├─── Stripe (payments)
   │                     └─── Traccar (tech GPS, tracker.targointernet.com)
   │
   └─── Legacy MariaDB (read-only, 10.100.80.100)

For the authoritative breakdown see ARCHITECTURE.md.

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Features inventory (by surface)

👥 Staff — Ops PWA (erp.gigafibre.ca/ops/)

• ClientDetailPage — master client view, 8 parallel API calls (contacts, devices, subscriptions, invoices, payments, tickets, equipment, SMS history). Inline-editable fields Odoo-style.
• TicketsPage — issue triage, assignment, status, SLA indicators.
• DispatchPage (v1) — today's jobs, technician rows, drag-drop re-assign, Mapbox job map.
• DashboardPage — KPIs, outstanding AR, job throughput.
• Wizard (ProjectWizard.vue) — creates Quotation with wizard_steps JSON describing dispatch + subscription creation deferred until acceptance.
• Theme — light mode everywhere except Dispatch (dark by design).

🔧 Staff — Dispatch PWA v2 (dispatch.gigafibre.ca) [in migration]

• Larger Mapbox-driven timeline, undo support, technician lanes, planned features include Gantt view and auto-dispatch by skill tags.

📱 Field — Field tech PWA (mobile)

• Route at /t/{token} (no login — token-based).
• Offline-first IndexedDB; photo upload, checklist, materials used, customer signature.
• Barcode/serial scanner: native camera capture (<input capture="environment">) → Gemini 2.5 Flash Vision via msg.gigafibre.ca/vision/barcodes (extracts barcode / S/N / MAC / model from a single photo).

🧑‍💼 Customer — Client portal (client.gigafibre.ca) [v2 in progress]

Live today:

• Authentik client SSO at id.gigafibre.ca.
• Legacy password bridge: MD5 → PBKDF2 on first login (11,800 portal users provisioned).
• ERPNext Portal Server Script resolves X-Authentik-Email → Customer.

In flight (Phase 4):

• Vue SPA: see invoices, pay via Stripe Payment Element, view subscriptions, update contact info.
• Online appointment booking.
• Real-time tech arrival tracking via SMS.
• QR code on modem → subscriber dashboard.

🌐 Public — Marketing site (www.gigafibre.ca)

• React + Vite + Tailwind + shadcn/ui.
• RQA address eligibility check, AQ address normalization.
• Uses Supabase for pre-signup intake; Twilio for SMS OTP on checkout intent.

✍️ Quotation → Signature flow (just shipped)

1. Wizard creates Quotation w/ wizard_steps JSON (dispatch + subscriptions to execute on acceptance).
2. Wizard calls POST /accept/generate with use_docuseal: true.
3. Hub creates DocuSeal submission (template 1), writes sign_url to Quotation.custom_docuseal_signing_url.
4. PDF print format Soumission TARGO renders with QR + "SIGNER CETTE SOUMISSION" button.
5. Customer signs → DocuSeal webhook fires form.completed → hub runs acceptQuotation() → dispatch jobs + subscriptions materialized from wizard_steps.

See project_docuseal_quote.md for deep detail.

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ERPNext customisations

Custom doctypes (FSM module)

Doctype	ID	Purpose
Service Location	LOC-#####	Customer premises (address, GPS, OLT port, network config)
Service Equipment	EQP-#####	ONT / router / TV box — serial, MAC, IP, parent
Service Subscription	SUB-#####	Active plans — speed, price, billing, RADIUS creds
Service Contract	CTR-#####	Long-term agreement with benefits
Dispatch Job	DJ-#####	Work order — materials, checklist, photos, signature
Dispatch Technician	DT-#####	Tech profile — skills, Traccar GPS, color
Dispatch Tag	—	Skill tag with level (1 base → 5 expert)
Checklist Template	—	Re-usable job checklists

Custom fields (highlights)

Doctype	Field	Purpose
Item	custom_billing_frequency	One-time / Monthly / Annual (source of truth)
Quotation Item · Sales Invoice Item · Sales Order Item	custom_billing_frequency	Inherited from Item via fetch_from, overridable per-line
Quotation	custom_docuseal_signing_url, custom_docuseal_envelope_id	Populated by hub after DocuSeal submit
Quotation	custom_quote_type	Résidentiel / Commercial
Quotation	wizard_steps, wizard_context	JSON blobs driving post-acceptance workflow
Customer	legacy_account_id, legacy_customer_id, ppa_enabled, stripe_id	Legacy mapping + Stripe link
Item	legacy_product_id, download_speed, upload_speed, olt_profile	Network profile
Subscription	radius_user, radius_pwd, legacy_service_id	Network auth
Issue	legacy_ticket_id, assigned_staff, issue_type, is_important, service_location	Ticket context
User	legacy_password_md5	Bridge for legacy portal passwords

Print formats

Format	Doctype	State
Facture TARGO	Sales Invoice	✅ Live — used for monthly billing, QR to Stripe/portal
Soumission TARGO	Quotation	✅ Live (2026-04-18) — QR to DocuSeal signing URL, split totals (Services récurrents + Frais uniques)

Known ERPNext v16 quirks

• PostgreSQL GROUP BY / HAVING / double-quote bugs — patches applied, bulk submit workflow documented.
• Scheduler paused (pause_scheduler=1) — do NOT reactivate without approval; Subscription → Invoice automation depends on it.
• Frappe REST filter on Quotation.customer rejected — use party_name when quotation_to == "Customer".

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Integrations (live + credentialed)

Integration	URL / endpoint	Auth	Used by
Authentik (staff)	auth.targo.ca	OAuth client + forwardAuth	ERPNext, ops, dispatch, n8n, hub
Authentik (client)	id.gigafibre.ca	forward_single proxy	client.gigafibre.ca
Twilio	api.twilio.com	Basic (SID/token)	targo-hub twilio.js, SMS, OTP
Cloudflare	api.cloudflare.com	X-Auth-Key + X-Auth-Email (Global)	DNS, ops app checks
GenieACS	http://10.5.2.115:7557	LAN no-auth	targo-hub devices.js (5-min poll)
Oktopus (TR-369)	oss.gigafibre.ca	user/pass	CPE next-gen mgmt
Stripe	api.stripe.com	secret key	Customer checkout, webhook
Fonoster / Routr	voice.gigafibre.ca:5160/5163	SIP creds	Voice calls via WSS
3CX PBX	targopbx.3cx.ca	Basic	Voice polling, call logs
Mailjet SMTP	in-v3.mailjet.com:587	user/pass	DocuSeal + transactional email
Traccar	tracker.targointernet.com:8082	user/pass	Tech GPS
DocuSeal	sign.gigafibre.ca	API key	Quotation e-signature (just live)
n8n	n8n.gigafibre.ca	webhook (no auth)	SMS, OLT SSH commands, subscription automations
Gemini AI	generativelanguage.googleapis.com	Bearer	agent replies, OCR, voice

All tokens/keys live in /opt/targo-hub/.env on the production host and are tracked in memory records (never in repo).

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🆕 New this cycle (2026-04-08 → 2026-04-18)

• DocuSeal e-signature for Quotations — hub routes, Custom Fields, "Soumission TARGO" print format, signing URL writeback, webhook → acceptQuotation.
• Billing frequency system — custom_billing_frequency on Item + Quotation Item + Sales Invoice Item + Sales Order Item; print format splits Récurrent vs One-time with their own subtotals.
• Print format fixes — inline-SVG logo (was oversized PNG), frappe.db.commit() fix (was silently rolling back), correct party_name usage.
• Hub — DOCUSEAL_DEFAULT_TEMPLATE_ID env knob, writeback of sign_url to Quotation.
• Custom app — gigafibre_utils.api.url_qr_base64(url) helper for QR generation in print formats.

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🚧 In flight (right now)

1. Customer portal v2 (Vue SPA) — invoice list, Stripe Payment Element, subscription view, contact update. Spec ready. No front-end code yet.
2. Dispatch v2 — larger rewrite of dispatch PWA at dispatch.gigafibre.ca. Timeline + Mapbox + Gantt + auto-dispatch by tag/skill.
3. ClientDetailPage refactor — 1,512-line monolith → composables (useCustomer, useSubscriptionGroups, useFormatters, useStatusClasses).
4. Service deactivation workflow — n8n webhook ties Subscription cancellation to OLT port shutdown.
5. Multi-email account cleanup — ~30 customers have multiple emails; manual triage pending.

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🎯 Next priorities (ordered)

Update this list at the end of each working session.

#	Item	Why now	Owner	Blocked by
1	Register DocuSeal webhook in UI → msg.gigafibre.ca/accept/docuseal-webhook on form.completed	Without this, signed quotes don't materialise dispatch jobs	manual (UI)	—
2	Validate Subscription → Sales Invoice scheduler flow on a pilot subscription	Before reactivating scheduler for full run	eng	—
3	Reactivate pause_scheduler=0 for April billing	Recurring invoices must generate	eng + ops approval	#2
4	Customer portal v2 MVP (invoice list + Stripe Payment Element)	Drive self-serve payment, reduce AR calls	eng	—
5	Tag 46 techs with skills	Enable auto-dispatch	ops	—
6	Issue → Dispatch Job auto-creation wiring	Close ticket/dispatch loop	eng	—
7	Fix 15 invoices flagged "Credit Note Issued" with $3,695.77 overpaid	Accounting hygiene	accounting	—
8	10DLC Twilio production upgrade	Avoid SMS rate throttling at scale	ops	Twilio approval

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🐛 Known issues & technical debt

• Scheduler paused — subscriptions won't produce invoices until reactivated.
• Tech debt in ClientDetailPage.vue (1,512 LOC) — slated for composable extraction.
• Multiple formatDate / formatMoney implementations across files — should consolidate.
• 6+ ad-hoc statusClass functions (subStatusClass, eqStatusClass, ticketStatusClass...) — extract to useStatusClasses.
• Dispatch v1 vs v2 live simultaneously — cutover plan not yet written.
• 15 "Credit Note Issued" invoices with overpayment of $3,695.77.
• ~30 customers share emails across accounts — migration chose one per; manual reconciliation TBD.
• GenieACS CPE count ≠ ERPNext Service Equipment count — TPLG serial vs real serial mismatch; MAC-based lookup required.

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🚨 Gotchas (don't get burned)

• Traefik HTTP → HTTPS global redirect breaks Let's Encrypt HTTP-01. Add redirect per-route or use TLS-ALPN. See feedback_traefik_ssl.md.
• Docker 29 + Traefik v3 don't play well — stay on v2.11.
• MongoDB 5+ needs AVX — Proxmox CPU must be set to host type.
• netplan overrides systemd-networkd — remove for static networking.
• Docker exec + nested SSH quoting is fragile — always write .py to disk, docker cp, then exec. See feedback_docker_exec.md.
• iptables + Docker — avoid iptables-multiport, don't persist bridge rules, use the raw table. See feedback_ddos_iptables.md.
• ERPNext Customer doctype has multi-address — but legacy assumed 1:1. Device hierarchy is tied to address, not customer, intentionally — preserves manage IP / credentials / parent relationships across customer changes.
• Ops app deploy path — upload dist/spa/* (contents), not dist/spa/ (dir), to /opt/ops-app/. See feedback_deploy_path.md.

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How to share this context

• "I need someone on-board in 30 min": have them read the README + this file.
• "They need to work on dispatch": add DATA_AND_FLOWS.md + APP_DESIGN_GUIDELINES.md.
• "They need to work on billing/invoicing": add BILLING_AND_PAYMENTS.md.
• "They need to work on CPE / network gear": add CPE_MANAGEMENT.md.
• "They need server / infra access": credentials live on the host in /opt/targo-hub/.env — share out-of-band. Memory records in ~/.claude/.../memory/ note the shape of each credential.

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Last updated: 2026-04-18 · Maintained alongside ROADMAP.md. When this file drifts more than a week out of date, create a new dated snapshot (STATUS_YYYY-MM-DD.md) and link it from the top of README.