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e50ea88c08
gigafibre-fsm/docs/ROADMAP.md
louispaulb e50ea88c08 feat: unify vision on Gemini + port field tech scan/device into /j 
- Invoice OCR migrated from Ollama (GPU-bound, local) to Gemini 2.5
  Flash via new targo-hub /vision/invoice endpoint with responseSchema
  enforcement. Ops VM no longer needs a GPU.
- Ops /j/* now has full camera scanner (TechScanPage) ported from
  apps/field with 8s timeout + offline queue + auto-link to Dispatch
  Job context on serial/barcode/MAC 3-tier lookup.
- New TechDevicePage reached via /j/device/:serial showing every
  ERPNext entity related to a scanned device: Service Equipment,
  Customer, Service Location, active Subscription, open Issues,
  upcoming Dispatch Jobs, OLT info.
- New docs/VISION_AND_OCR.md (full pipeline + §10 relationship graph
  + §8.1 secrets/rotation policy). Cross-linked from ARCHITECTURE,
  ROADMAP, HANDOFF, README.
- Nginx /ollama/ proxy blocks removed from both ops + field.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 11:26:01 -04:00

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Gigafibre FSM — Roadmap

See STATUS_2026-04-18.md for a full state snapshot and HANDOFF.md for the reader's guide.

Phase 1 — Foundation (Done, March 2026)

  • ERPNext v16 + PostgreSQL
  • Custom FSM doctypes (Service Location, Equipment, Subscription)
  • Dispatch doctypes (Job, Technician, Tag with skill levels)
  • Dispatch PWA with timeline, drag-drop, Mapbox map
  • 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 (Odoo-style)
  • Dispatch module + ticket management
  • Equipment tracking with OLT/SNMP diagnostics
  • SMS/Email notifications (Twilio + Mailjet)
  • Invoice OCR — originally Ollama Vision, migrated to Gemini 2.5 Flash via targo-hub (2026-04-22, no GPU on ops VM). See VISION_AND_OCR.md.
  • Field tech mobile (/t/{token})
  • 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 (Current Focus)

  • Deprecate local frappe_docker development dependencies
  • Consolidate architecture and ecosystem documentation
  • 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 at sign.gigafibre.ca (Docker + Mailjet SMTP)
  • 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 3 — Workflows & Automation (In Progress)

  • Tag technicians with skills (46 techs to tag)
  • Wire auto-dispatch (cost-optimization matching)
  • Issue → Dispatch Job creation
  • Job completion → equipment status + close ticket
  • Equipment swap → inventory log
  • n8n escalation workflows
  • Twilio 10DLC production upgrade
  • SLA tracking

Phase 4 — Customer Portal

  • Self-service app (invoices, tickets, equipment)
  • Stripe payments
  • Online appointment booking
  • Real-time tech tracking SMS
  • Legacy password migration (MD5 → PBKDF2)
  • QR code modem → subscriber dashboard

Phase 5 — Advanced Features

  • Van stock inventory per tech
  • Revenue analytics (MRR, churn, ARPU)
  • Proactive monitoring (auto-ticketing)
  • Online checkout (e-commerce signup)
  • Marketing segmentation + campaigns
  • Tech performance dashboards
  • Preventive maintenance scheduling