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gigafibre-fsm/docs/roadmap.md
louispaulb beb6ddc5e5 docs: reorganize into architecture/features/reference/archive folders 
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>
2026-04-22 11:51:33 -04:00

11 KiB
Raw Blame History

Gigafibre FSM — Roadmap

Live phase tracker. For onboarding or architecture context see README.md. Historical status snapshots live under archive/status-snapshots/.

Last refreshed: 2026-04-22

Modules in production — quick links

Everything in this table is reachable from a browser today (Authentik SSO for staff surfaces, Stripe Checkout for customer ones).

Ops app — https://erp.gigafibre.ca/ops/

Module URL Purpose
Dashboard /ops/#/ Home
Clients /ops/#/clients Customer list + detail
Dispatch /ops/#/dispatch Timeline, drag-drop, map
Tickets /ops/#/tickets Issue management
Équipe /ops/#/equipe Technician directory
Rapports /ops/#/rapports Revenu / Ventes / Taxes / AR
OCR /ops/#/ocr Invoice OCR (Gemini)
Téléphonie /ops/#/telephony PBX + SIP
Agent flows /ops/#/agent-flows Flow editor
Réseau /ops/#/network GenieACS / OLT / TR-069
Settings /ops/#/settings Config

Tech mobile (same app, mobile layout) — /j/*

Page URL Purpose
Tasks /ops/#/j Tech's assigned jobs
Scan /ops/#/j/scan Camera scanner, auto-link
Device /ops/#/j/device/:serial Equipment detail + relationships
Diagnostic /ops/#/j/diagnostic ONT/OLT/SNMP probe

Customer portal — https://portal.gigafibre.ca

Page URL Purpose
Dashboard / Balance + quick actions
Account /#/me Profile + cards (Stripe Billing Portal)
Invoices /#/invoices History + pay (Stripe Checkout + Klarna)
Tickets /#/tickets Open tickets
Messages /#/messages SMS / email thread with support
Catalog /#/catalog Add-on purchases

Admin surfaces (non-ops)

Service URL Stack
ERPNext erp.gigafibre.ca Frappe v16 / PostgreSQL
Authentik SSO (staff) auth.targo.ca migrating → id.gigafibre.ca
Authentik SSO (clients) id.gigafibre.ca Federated from auth.targo.ca
DocuSeal sign.gigafibre.ca Contract signing
n8n n8n.gigafibre.ca Workflow automation
Oktopus oss.gigafibre.ca TR-369 CPE controller
GenieACS internal 10.5.2.115:7557 TR-069 NBI
Traccar tracker.targointernet.com GPS tracking
Website www.gigafibre.ca Marketing + address lookup

Phase 1 — Foundation (Done, March 2026)

  • ERPNext v16 + PostgreSQL
  • Custom FSM doctypes (Service Location, Equipment, Subscription) → see architecture/data-model.md
  • Dispatch doctypes (Job, Technician, Tag with skill levels)
  • Dispatch PWA with timeline, drag-drop, Mapbox map → /ops/#/dispatch
  • 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 → /ops/#/clients
  • Dispatch module + ticket management → /ops/#/dispatch, /ops/#/tickets
  • Equipment tracking with OLT/SNMP diagnostics → /ops/#/network
  • SMS/Email notifications (Twilio + Mailjet)
  • Invoice OCR — migrated from Ollama Vision to Gemini 2.5 Flash via targo-hub (2026-04-22, no GPU on ops VM). See features/vision-ocr.md → /ops/#/ocr
  • Field tech mobile → /ops/#/j (unified into ops app, see Phase 2.7)
  • 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 (In Progress)

  • Deprecate local frappe_docker development dependencies
  • Consolidate architecture and ecosystem documentation (this reorg, 2026-04-22)
  • 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 → sign.gigafibre.ca
  • 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 2.7 — Field ↔ Ops unification at /j (In Progress, started 2026-04-22)

Collapse apps/field into apps/ops/src/modules/tech so there is one PWA, one deploy, one auth surface. See features/vision-ocr.md for the scan pipeline this depends on.

Step 1 — scan + device (Shipped 2026-04-22, commit e50ea88)

  • Invoice OCR on Gemini 2.5 Flash via hub /vision/invoice — ops VM no longer needs a GPU
  • Ollama proxy blocks removed from ops + field nginx configs
  • Offline store (apps/ops/src/stores/offline.js) — mutation queue + vision queue, time-driven retries, idb-keyval persistence
  • Unified scanner composable (useScanner.js) with Mode A (barcodes, 8s timeout + queue) and Mode B (equipment label, sync)
  • TechScanPage → /ops/#/j/scan — camera, 3-tier lookup (serial → barcode → MAC), auto-link to Dispatch Job context, create/link dialogs
  • TechDevicePage at /j/device/:serial — 7 cards surfacing full ERPNext relationship graph (Equipment, Customer, Location, Subscription, Issues, Dispatch Jobs, OLT)
  • Documentation: features/vision-ocr.md (pipeline, §10 relationship graph, §8.1 secrets/rotation)

Step 2 — PWA hardening

  • Quasar service worker runtime caching scoped to /j/* (stale-while-revalidate for reads, network-first for mutations)
  • Precache the tech route manifest so a cold install with no signal still boots /j/

Step 3 — Auth unification

  • Collapse logout URL to id.gigafibre.ca (currently ops points to auth.targo.ca)
  • Decide whether /j/* stays behind Authentik forwardAuth or moves to magic-link only

Step 4 — Magic-link tech access

  • Traefik skip Authentik on /j/{jwt-token} route
  • targo-hub /otp/tech-link — mint short-lived JWT bound to technician + job
  • JWT validation in TechTasksPage → populate tech context without an SSO session
  • SMS delivery of the link (reuse existing Twilio path)

Step 5 — Flow runtime integration

  • Wire flow-runtime to persist pending steps through offline.queue so a tech mid-flow survives a dead zone
  • Surface queued flow state in TechTasksPage ("3 actions en attente de sync")

Step 6 — Remove apps/field

  • git rm -r apps/field once /j/* has parity and has run in production for ≥2 weeks
  • Remove field build + deploy from CI
  • Redirect *.field.gigafibre.ca (if any) → erp.gigafibre.ca/ops/#/j/
  • Update architecture/overview.md service table (drop field row)

Phase 3 — Workflows & Automation (In Progress)

  • Tag technicians with skills (46 techs to tag) → /ops/#/equipe
  • Wire auto-dispatch (cost-optimization matching)
  • Issue → Dispatch Job creation (triggered from /ops/#/tickets)
  • Job completion → equipment status + close ticket
  • Equipment swap → inventory log
  • Flow editor (v1 shipped) → /ops/#/agent-flows — see features/flow-editor.md
  • n8n escalation workflows → n8n.gigafibre.ca
  • Twilio 10DLC production upgrade
  • SLA tracking

Phase 4 — Customer Portal (Largely Shipped)

Portal Vue SPA lives at portal.gigafibre.ca. All 16 /payments/* hub endpoints ship; see features/billing-payments.md for the full flow.

  • Self-service app → portal.gigafibre.ca (13 pages: Dashboard, Invoices, Account, Tickets, Messages, Catalog, Cart, …)
  • Stripe payments → pay-balance, pay-invoice, save-card, Billing Portal, refund, PPA auto-pay cron (daily 06:00 EST). Klarna BNPL supported on invoice payments.
  • Webhook handler with signature verification (5-min tolerance) → /webhook/stripe
  • Payment links via SMS + email (/payments/send-link)
  • Magic-link redirect after Stripe return (/payments/return → portal)
  • Online appointment booking
  • Real-time tech tracking SMS
  • Legacy password migration (MD5 → PBKDF2) — MD5-hashed passwords in legacy need forced reset via OTP email/SMS
  • QR code on modem → subscriber dashboard (msg.gigafibre.ca/q/{mac})

Phase 5 — Advanced Features

  • Van stock inventory per tech
  • Revenue analytics (MRR, churn, ARPU) → extend /ops/#/rapports
  • Proactive monitoring (auto-ticketing)
  • Online checkout (e-commerce signup via www.gigafibre.ca)
  • Marketing segmentation + campaigns
  • Tech performance dashboards
  • Preventive maintenance scheduling