feat: Full field service platform build — 16 commits #14

2026-06-18T13:37:33Z

jmiller commented

2026-06-18 13:37:33 +00:00

Summary

9 helpers, 4 API controllers, 4 site views, 7 admin models, 12 tables
Work order management with dispatch and technician assignment
RouteHelper with nearest-neighbor optimization and GPS breadcrumbs
InvoiceHelper generates CRM invoices from completed WOs (labor + parts)
EstimateView for public customer approval with e-signature
Mobile tech app (GPS, photos, time logging, parts usage)
Service agreements, equipment tracking, vehicle fleet, truck stock
CustomerPortal for WO status and service history

Test plan

Verify all 12 Field tables created
Test work order create → dispatch → complete flow
Test route optimization with haversine distance
Test estimate approval via token URL
Verify invoice generation from completed WO

## Summary - 9 helpers, 4 API controllers, 4 site views, 7 admin models, 12 tables - Work order management with dispatch and technician assignment - RouteHelper with nearest-neighbor optimization and GPS breadcrumbs - InvoiceHelper generates CRM invoices from completed WOs (labor + parts) - EstimateView for public customer approval with e-signature - Mobile tech app (GPS, photos, time logging, parts usage) - Service agreements, equipment tracking, vehicle fleet, truck stock - CustomerPortal for WO status and service history ## Test plan - [ ] Verify all 12 Field tables created - [ ] Test work order create → dispatch → complete flow - [ ] Test route optimization with haversine distance - [ ] Test estimate approval via token URL - [ ] Verify invoice generation from completed WO

jmiller added 16 commits 2026-06-18 13:37:34 +00:00

feat: initial scaffold — MokoSuiteField service management b05234ef1a

Layer 2 add-on for MokoSuite CRM. Field service operations for
plumbing, electrical, HVAC, and general trades.

Schema (12 tables):
- Technicians (trade, certifications, GPS, service radius, vehicle)
- Service Locations (customer properties with access notes, GPS)
- Work Orders (full lifecycle: new > dispatched > en_route > on_site >
  in_progress > completed > invoiced, with priority/trade/category)
- WO Line Items (labor, parts, materials, flat rate, permits)
- WO Photos (before/during/after with GPS coordinates)
- Service Agreements (recurring maintenance contracts with SLA)
- Equipment (HVAC units, panels, water heaters with serial/warranty)
- Vehicles (fleet tracking with mileage, inspection, GPS)
- Truck Stock (per-vehicle parts inventory with reorder points)
- Dispatch Log (assignment and routing history with GPS)
- Estimates (on-site quoting with token-based customer acceptance)
- Time Entries (per-WO labor tracking with overtime/travel flags)

Helpers:
- DispatchHelper: find best tech by trade/location/workload, dispatch
  board, auto-assignment, unassigned queue
- WorkOrderHelper: create, status lifecycle, completion with signature,
  dashboard stats

Infrastructure:
- Joomla 6 (PHP 8.3+), admin dashboard with dispatch board
- Git submodules: MokoSuite + MokoSuiteCRM
- GPL-3.0 license

feat: service agreements, equipment, estimates, work orders list, technicians, API a03b584b67

ServiceAgreementHelper: active agreements, expiring, revenue summary.
EquipmentHelper: location equipment, QR lookup, service due, warranty expiry.
EstimateHelper: create, send, accept with signature, auto-convert to WO.
FieldWorkOrderController API: CRUD + dispatch + board + available techs.
Admin views: WorkOrders list, Technicians list, ServiceAgreements with
recurring revenue dashboard. All with templates.

feat: webservices plugin, task scheduler, router, config, access b39abf8bd5

FieldAutomation task plugin: service reminders, agreement renewal alerts,
equipment warranty expiry, truck stock reorder.
MokoSuiteFieldApi webservices: 6 CRUD routes (workorders, technicians,
equipment, agreements, estimates, locations). Router, config.xml, access.xml.

chore: comprehensive config.xml settings + access.xml permissions e9f0bf85a4

feat: wire config.xml params + ACL permission checks 96c42ccf6d

WorkOrderHelper: reads wo_prefix and default_trade from config.xml.
FieldWorkOrderController: requireAuth() checks on list (core.manage),
create (core.create), dispatch (field.dispatch) endpoints.

feat: technician mobile view + public service booking page 00b1cacceb

TechMobile: tablet/phone view for field techs — today's jobs sorted by
priority, current job card with address/access notes/phone link, GPS
status updates (en route/arrived/start/complete), Google Maps navigation.
BookService: public form for customers to request service — trade
selector, priority, description, auto contact + work order creation.

feat: equipment, dispatch, vehicles views + truck stock/vehicle helpers ceb03dba48

TruckStockHelper: per-vehicle inventory, low stock, use/restock parts.
VehicleHelper: fleet overview, inspection due dates.
Admin views: Equipment list with service due alerts, Dispatch board
with date picker and tech assignments, Vehicles fleet with low stock
indicators and inspection tracking. All with templates.

chore: CI workflow, language files, CSS, JS infrastructure a146c106a3

feat: mobile tech API — GPS, photos, time tracking, parts usage, equipment QR ca513b61ee

FieldMobileController: 8 endpoints for field tech mobile app — my jobs
(priority-sorted with customer/location data), status updates with GPS,
photo upload with geotag, start/stop time entries, log parts from truck
stock (auto-deducts + adds WO line item), GPS heartbeat, equipment QR
code lookup. Auth requires technician profile linked to Joomla user.

feat: customer service portal + mobile API (GPS, photos, time, parts) d08648f2fc

Add RouteHelper — daily route building, nearest-neighbor optimization, GPS breadcrumbs, drive time estimates 532e514106

Add FieldEquipment and FieldEstimates API controllers 5b923b4869

- FieldEquipmentController: equipment CRUD, vehicles, truck stock, service agreements
- FieldEstimatesController: estimates CRUD, convert-to-WO, route optimization API

Add 7 admin models — WorkOrders, Technicians, Equipment, Vehicles, ServiceAgreements, Estimates, Dispatch 3ba79d4367

All use Joomla 6 BaseDatabaseModel with $this->getDatabase()

Update MokoSuite → MokoSuiteClient submodule reference d2dc55539f

Updated .gitmodules URL and path for the MokoSuite → MokoSuiteClient rename.

Add InvoiceHelper — generate CRM invoices from completed work orders (labor hours + parts), batch invoicing 71b5166251

Add EstimateView site view — public estimate approval page with e-signature and decline option e1b885939a

jmiller added 1 commit 2026-06-18 14:03:23 +00:00

fix: Address PR review findings — CSRF, status guards, SQL safety, transactions efae025a2f

- Add CSRF token validation on EstimateView approve/reject forms
- Add status guard on reject branch (prevent reversing approved estimates)
- Fix loc.* column collision in WorkOrdersModel::getWorkOrder (overwrote wo.id)
- Add (int) cast on all query parameter concatenations
- Wrap InvoiceHelper::generateFromWorkOrder in database transaction
- Replace magic 0.5 divisor with AVG_SPEED_MPH constant in RouteHelper

jmiller merged commit f488c0ea12 into main

2026-06-18 14:55:44 +00:00

Sign in to join this conversation.

Priority -

Type -

1 Participants

Notifications

Due Date

No due date set.

Dependencies

No dependencies set.

Reference: MokoConsulting/MokoSuiteField#14