beb6ddc5e5
All docs moved with git mv so --follow preserves history. Flattens the single-folder layout into goal-oriented folders and adds a README.md index at every level. - docs/README.md — new landing page with "I want to…" intent table - docs/architecture/ — overview, data-model, app-design - docs/features/ — billing-payments, cpe-management, vision-ocr, flow-editor - docs/reference/ — erpnext-item-diff, legacy-wizard/ - docs/archive/ — HANDOFF-2026-04-18, MIGRATION, status-snapshots/ - docs/assets/ — pptx sources, build scripts (fixed hardcoded path) - roadmap.md gains a "Modules in production" section with clickable URLs for every ops/tech/portal route and admin surface - Phase 4 (Customer Portal) flipped to "Largely Shipped" based on audit of services/targo-hub/lib/payments.js (16 endpoints, webhook, PPA cron, Klarna BNPL all live) - Archive files get an "ARCHIVED" banner so stale links inside them don't mislead readers Code comments + nginx configs rewritten to use new doc paths. Root README.md documentation table replaced with intent-oriented index. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
110 lines
5.8 KiB
Markdown
110 lines
5.8 KiB
Markdown
# Status — 2026-04-18 (session 2) — ARCHIVED
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> **⚠️ ARCHIVED snapshot.** For current state, see [../../roadmap.md](../../roadmap.md).
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> Follow-up to [2026-04-18.md](2026-04-18.md). This session was the sales-flow sprint.
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## What changed this session
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### 1. Field scanner — offline resilience for weak-signal zones
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Photos that can't reach Gemini Vision within 8s (weak LTE / no service) are
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now queued in IndexedDB and retried in the background; late results are merged
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back into the scanner UI when they arrive.
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- `apps/field/src/stores/offline.js` — new `visionQueue`, `scanResults`,
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`enqueueVisionScan`, `syncVisionQueue`, `consumeScanResult`.
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Driven off queue length (not `navigator.onLine`, which lies in basements).
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- `apps/field/src/composables/useScanner.js` — `Promise.race` with 8s timeout,
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retryable errors enqueue, late arrivals dispatched through `onNewCode`.
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- `apps/field/src/pages/ScanPage.vue` — pending chip "N scan(s) en attente".
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### 2. Sales flow — residential contract wiring
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The ProjectWizard now knows how to turn a quotation into the Service Contract
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(promotion-framing récap). The contract *is* the shopping-cart recap per
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your brief: "c'est un peu le récapitulatif d'un panier d'achat."
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**Entry from customer page:** ClientDetailPage → Soumissions section now has a
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"**+ Nouvelle soumission**" button that opens the wizard pre-filled with
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customer phone/email/primary service location. Wizard skips to `quotation` mode
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+ `requireAcceptance=true` by default when launched from a customer.
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**Residential presets (one-click):**
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- Installation standard (Internet 500 + Routeur offert + Frais offerts, 24 mois)
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- Duo 300 + Tél (79.99$/mois, 24 mois, installation offerte)
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- Trio complet (119.99$/mois, 24 mois, routeur + installation offerts)
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- Internet seul (89.99$/mois, 12 mois)
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Presets live in `apps/ops/src/data/wizard-constants.js` → `RESIDENTIAL_PRESETS`
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— edit there to tune prices / add bundles.
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**Promo framing on one-time items:** each one-time line has a "Prix régulier
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(si promo)" field. When `regular_price > rate`, the line becomes a **benefit**
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on the Service Contract (e.g. Installation 75$ → 0$ = 75$ de promotion étalée
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sur 24 mois). Shown with celebration chip + line-through regular price in
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review.
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**What `publish()` now does on a residential quotation:**
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1. Creates Quotation (as before).
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2. Creates Service Contract via hub `/contract/create` with
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`duration_months = max(contract_months)`, `monthly_rate = sum(recurring)`,
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`benefits[] = onetime items where regular_price > rate`,
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`contract_type = 'Résidentiel'` (or `Commercial` when DocuSeal is selected).
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3. Sends acceptance via `/contract/send` (promotion-framed récap, not the old
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Quotation `/accept/generate`) — résidentiel gets the "J'accepte ce
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récapitulatif" page; commercial gets DocuSeal.
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If no recurring commitment items exist, the old `/accept/generate` path is still
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used (unchanged). Direct-order / prepaid modes are untouched.
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**Success screen** shows the Service Contract name when one was created.
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## Files touched this session
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```
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apps/field/src/stores/offline.js +vision queue
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apps/field/src/composables/useScanner.js +timeout/retry
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apps/field/src/pages/ScanPage.vue +pending chip
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apps/ops/src/composables/useWizardPublish.js +contract creation branch
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apps/ops/src/composables/useWizardCatalog.js +applyPreset
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apps/ops/src/data/wizard-constants.js +RESIDENTIAL_PRESETS
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apps/ops/src/components/shared/ProjectWizard.vue +presets, promo UI, customer prop
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apps/ops/src/pages/ClientDetailPage.vue +Nouvelle soumission button + wizard dialog
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docs/STATUS_2026-04-18.md scanner stack corrected (Gemini, not html5-qrcode)
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```
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## Deployed
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- Ops app: `dist/pwa/*` → `/opt/ops-app/` at 2026-04-18 ~08:05 EDT.
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New bundle: `index.caa91ade.js`. Hard-reload in browser to pick up.
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- Field app: **not yet deployed**. Build + deploy when you want it live:
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`cd apps/field && quasar build && scp -r dist/spa/* root@96.125.196.67:/opt/field-app/`
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## End-to-end smoke test done
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- `CTR-00001` for C-LPB4 (Louis-Paul Bourdon) created via manual hub call
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during the Service Contract prod-doctype setup. See
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`memory/project_contract_acceptance.md` for creation gotchas (Dispatch User role).
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- The wizard integration has **not been exercised end-to-end** yet — it
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compiles, UI renders, but please run one manual test on a real customer
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before announcing it.
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## Suggested test path when you're back
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1. Open ops → any customer → Soumissions → "+ Nouvelle soumission".
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2. Pick "Duo 300 + Tél" preset. Set Frais d'installation prix régulier = 75$ (rate stays 0 → benefit of 75$).
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3. Keep acceptation = JWT (Résidentiel).
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4. Publish. Confirm: Quotation created + Service Contract created + SMS sent.
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5. Open the SMS link on phone, click "J'accepte ce récapitulatif", verify
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contract goes Actif + signature_proof stored.
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## Known follow-ups (deliberately deferred)
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- Wizard doesn't yet let the agent pick `Résidentiel` vs `Commercial`
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independently of the acceptance method. Today: JWT = Résidentiel,
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DocuSeal = Commercial. If you want a large commercial client on JWT
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(or vice-versa), add a `contract_type` toggle in the expansion panel.
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- Presets use hard-coded prices. Eventually these should come from the
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live catalog (ERPNext Item price list) — same place `loadCatalog()`
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reads from.
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- `/accept/send` (old) and `/contract/send` (new) are two parallel paths.
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When the residential flow is proven, consider deprecating
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`/accept/generate` for quotations with recurring commitments.
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- Two-column visual split (recurring | one-time) was mentioned — current
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design keeps them in one list with swap button + promo chip, which
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seemed to stay readable. Flag if you want the split.
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