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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3.8 KiB
Markdown

# Gigafibre FSM — Roadmap
> See [STATUS_2026-04-18.md](STATUS_2026-04-18.md) for a full state snapshot and [HANDOFF.md](HANDOFF.md) for the reader's guide.
## Phase 1 — Foundation (Done, March 2026)
- [x] ERPNext v16 + PostgreSQL
- [x] Custom FSM doctypes (Service Location, Equipment, Subscription)
- [x] Dispatch doctypes (Job, Technician, Tag with skill levels)
- [x] Dispatch PWA with timeline, drag-drop, Mapbox map
- [x] GPS tracking (Traccar hybrid REST + WebSocket)
- [x] Authentik SSO (forwardAuth)
- [x] ERPNext API proxy (nginx same-origin)
- [x] Legacy migration (6,667 customers, 21K subs, 115K invoices, 242K tickets)
## Phase 2 — Ops App (Done, March 2026)
- [x] Unified ops PWA (erp.gigafibre.ca/ops/)
- [x] Client list/detail with inline editing (Odoo-style)
- [x] Dispatch module + ticket management
- [x] Equipment tracking with OLT/SNMP diagnostics
- [x] SMS/Email notifications (Twilio + Mailjet)
- [x] 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](VISION_AND_OCR.md).
- [x] Field tech mobile (/t/{token})
- [x] Authentik federation (staff → client SSO)
- [x] Modem-bridge (Playwright headless for TP-Link ONU diagnostics)
- [x] WiFi diagnostic panel (mesh topology, client signal, packet loss)
## Phase 2.5 — Remote Architecture Transition (Current Focus)
- [x] Deprecate local `frappe_docker` development dependencies
- [x] 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)
- [x] DocuSeal container at sign.gigafibre.ca (Docker + Mailjet SMTP)
- [x] Hub routes: `/accept/generate`, `/accept/docuseal-webhook`, `/accept/confirm`
- [x] Quotation custom fields: `custom_docuseal_signing_url`, `custom_docuseal_envelope_id`, `custom_quote_type`
- [x] Billing Frequency Custom Field on Item + Quotation/Sales Invoice/Sales Order Item (fetch_from item_code)
- [x] Print Format "Soumission TARGO" with split Recurring / One-time sections and QR → signing URL
- [x] 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