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gigafibre-fsm/docs/CHANGELOG.md
louispaulb 101faa21f1 feat: inline editing, search, notifications + full repo cleanup 
- InlineField component + useInlineEdit composable for Odoo-style dblclick editing
- Client search by name, account ID, and legacy_customer_id (or_filters)
- SMS/Email notification panel on ContactCard via n8n webhooks
- Ticket reply thread via Communication docs
- All migration scripts (51 files) now tracked
- Client portal and field tech app added to monorepo
- README rewritten with full feature list, migration summary, architecture
- CHANGELOG updated with all recent work
- ROADMAP updated with current completion status
- Removed hardcoded tokens from docs (use $ERP_SERVICE_TOKEN)
- .gitignore updated (docker/, .claude/, exports/, .quasar/)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-31 07:34:41 -04:00

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# Changelog
## 2026-03-31 — Ops App: Inline Editing, Notifications, Search
### Inline Editing (Odoo-style)
- **InlineField component** (`apps/ops/src/components/shared/InlineField.vue`) — universal dblclick-to-edit supporting text, number, textarea, select, date types
- **useInlineEdit composable** (`apps/ops/src/composables/useInlineEdit.js`) — save logic wrapping `updateDoc()` with error handling + Quasar Notify
- **ClientDetailPage** — all Service Location fields now inline-editable (address, city, postal code, contact, OLT port, network ID, connection type)
- **CustomerHeader** — customer_name editable via InlineField
- **DetailModal** — Issue (status, priority, type, subject), Equipment (all fields), Invoice (remarks) — all inline-editable
- **TicketsPage** — status and priority columns editable from table with badge display slot
- **ClientsPage** — customer name, type, group editable directly from the list table
### Search Enhancement
- Client search now matches `customer_name`, `name` (account ID like CUST-4), and `legacy_customer_id` (like LPB4) using `or_filters`
- Legacy ID column added to clients table
- `listDocs` and `countDocs` API helpers updated to support `or_filters` parameter
### SMS/Email Notifications
- **ContactCard** — expanding notification panel with SMS/Email toggle, recipient selector, subject (email), message body, character count
- **Server Scripts** — `send_sms_notification` and `send_email_notification` API endpoints (normalize phone, route via n8n, log Comment on Customer)
- **sms.js** — new API wrapper for SMS endpoint
- Routes through n8n webhooks: `/webhook/sms-send` (Twilio) and `/webhook/email-send` (Mailjet)
### Ticket Replies
- Reply textarea + send button in DetailModal Issue view
- Creates `Communication` doc in ERPNext with proper linking
### Bug Fixes
- Fixed blur race condition in InlineField (80ms debounce + `committing` flag prevents double API calls)
- Fixed CustomerHeader double-save (InlineField saves directly, removed redundant parent emit)
- Fixed deploy script — was rsync'ing locally instead of SSH to production server
### Authentik Federation
- OAuth2 Source created on id.gigafibre.ca linking to auth.targo.ca as OIDC provider
- `email_link` user matching mode — staff from auth.targo.ca can log in to id.gigafibre.ca
- Customers register directly on id.gigafibre.ca (not added to auth.targo.ca)
---
## 2026-03-30 — Ops App V2, Field Tech App, OCR
### Ops App
- **ClientDetailPage** — full customer view with locations, subscriptions, equipment, tickets, invoices, payments, notes
- **Dispatch module** — integrated into ops app at `/dispatch` route (replaces standalone dispatch app)
- **Equipment page** — searchable list of all Service Equipment
- **OCR page** — Ollama Vision integration for invoice scanning
### Field Tech App (`apps/field/`)
- Barcode scanner (camera API), task list, diagnostics, offline support
- PWA with Workbox for field use
### Infrastructure
- Ops app served at `erp.gigafibre.ca/ops/` via nginx proxy with API token injection
- Ollama Vision routed through ops-frontend nginx proxy
---
## 2026-03-29 — Migration Phases 5-7
### Phase 5: Opening Balance + AR Analysis
- Outstanding invoice analysis and reconciliation
### Phase 6: Tickets
- **242,618 tickets** migrated as ERPNext Issues with parent/child hierarchy
- Issue types mapped: Reparation Fibre, Installation Fibre, Telephonie, Television, etc.
- Assigned staff and opened_by_staff mapped from legacy numeric IDs to ERPNext User emails
- **784,290 ticket messages** imported as Communications
### Phase 7: Staff + Memos
- **45 ERPNext Users** created from legacy staff table
- **29,000 customer memos** imported as Comments with real creation dates
- **99,000 payments** imported with invoice references and mode mapping (PPA, cheque, credit card)
---
## 2026-03-28 — Migration Phases 1-4
### Phase 1 : Données maîtres
### Infrastructure
- **Frappe Assistant Core v2.3.3** installé sur ERPNext — MCP connecté à Claude Code
- **Connexion MariaDB legacy** (10.100.80.100) → ERPNext (10.100.5.61) établie
- GRANT SELECT pour `facturation@10.100.5.61` sur `gestionclient`
- **2 Workspaces** créés sur ERPNext Desk : Dispatch (icône tool) + Gigafibre FSM (icône map)
### Item Groups (34)
Hiérarchie créée sous 3 parents :
- **Services** (16) : Mensualités fibre/sans fil/télévision, Téléphonie, IP Fixe, Hébergement, Nom de domaine, Location P2P, Internet camping, Cloud, Site internet, Services info, Location espace, Garantie, Téléchargement supp, Honoraires
- **Products** (8) : Installation fibre/sans fil/télé, Équipement fibre/sans fil, Quincaillerie, Pièces info, Technicien
- **Frais et ajustements** (10) : Intérêts, Activation, Frais divers taxables, Créances, Recouvrement, Transport, Impression, Infographie, SPECIAL
### Items (833)
- **833/833** produits importés via script Python (`/tmp/import_items.py`)
- Source : `gestionclient.product` → ERPNext `Item`
- Mapping : SKU → item_code, price → standard_rate, category → item_group
- Items sans services actifs ET inactive dans legacy → `disabled=1`
- Script exécuté depuis le container `erpnext-backend-1`
### Custom Fields créés
**Sur Item (section "ISP Settings")** :
| Fieldname | Type | Description |
|-----------|------|-------------|
| legacy_product_id | Int | ID dans gestionclient.product |
| download_speed | Int | Vitesse download en Kbps |
| upload_speed | Int | Vitesse upload en Kbps |
| quota_day_gb | Float | Quota jour en GB |
| quota_night_gb | Float | Quota nuit en GB |
| fibre_lineprofile | Data | Profil OLT ligne |
| fibre_serviceprofile | Data | Profil OLT service |
**Sur Customer (section "Legacy Settings")** :
| Fieldname | Type | Description |
|-----------|------|-------------|
| legacy_account_id | Int | ID dans gestionclient.account |
| legacy_customer_id | Data | customer_id legacy (ex: DR2, LOUIS4502470070) |
| ppa_enabled | Check | Paiement pré-autorisé AccesD actif |
| stripe_id | Data | Stripe customer ID |
**Sur Subscription (section "ISP Settings")** :
| Fieldname | Type | Description |
|-----------|------|-------------|
| radius_user | Data | Utilisateur RADIUS (ex: tci44166) |
| radius_pwd | Data | Mot de passe RADIUS |
| legacy_service_id | Int | ID dans gestionclient.service |
### Données mises à jour
- **833** Items : legacy_product_id peuplé
- **98** Items : vitesses download/upload + quotas en GB + profils fibre
---
## 2026-03-28 — Phase 2 : Customers, Contacts, Addresses
### Méthode
- **Direct PostgreSQL** (`migrate_direct.py`) au lieu de l'API REST
- Temps d'exécution : ~30 secondes vs plusieurs heures via API REST
- PostgreSQL `max_connections` augmenté à **200** pour supporter la charge
### Résultats
- **6,667 Customers** importés (comptes actifs + suspendus)
- **~6,600 Contacts** créés avec email, téléphone, cellulaire
- **~6,700 Addresses** créées avec géolocalisation (latitude/longitude)
- Liens Customer ↔ Contact ↔ Address établis
---
## 2026-03-28 — Phase 3 : Tax Templates + Subscription Plans
### Tax Templates
- **QC TPS 5%** — Sales Taxes and Charges Template
- **QC TVQ 9.975%** — Sales Taxes and Charges Template
### Subscription Plans
- **92 Subscription Plans** créés à partir des produits actifs avec services
- Mapping : Item → Subscription Plan (billing_interval=Month, currency=CAD)
---
## 2026-03-28 — Phase 4 : Subscriptions
### Résultats
- **21,876 Subscriptions** importées avec données RADIUS (radius_user, radius_pwd)
- legacy_service_id peuplé pour chaque Subscription
- Lien Customer ↔ Subscription Plan établi
### ATTENTION CRITIQUE
- **Le scheduler ERPNext est PAUSED** — les Subscriptions ne génèrent PAS de factures automatiquement
- **NE PAS réactiver le scheduler sans instruction explicite** — la réactivation déclencherait la facturation automatique pour les 21,876 abonnements
---
## Connexions et accès
| Système | Accès | Méthode |
|---------|-------|---------|
| ERPNext API | `token $ERP_SERVICE_TOKEN` (see server .env) | REST API |
| ERPNext MCP | Frappe Assistant Core | StreamableHTTP |
| Legacy MariaDB | `facturation@10.100.80.100` | pymysql depuis container ERPNext |
| Legacy SSH | `root@96.125.192.252` (clé SSH copiée) | SSH |
| DB server SSH | `root@10.100.80.100` via sshpass depuis legacy | SSH |
## Scripts de migration
- `/tmp/import_items.py` — Import 833 produits → Items
- `/tmp/update_items_speeds.py` — MAJ vitesses/quotas sur Items
- Tous exécutés depuis `erpnext-backend-1` container
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