n8n/onboarding.json now provisions a default resource (with Mon-Sat 09:00-18:00
hours so the public booking page has slots immediately), a starter service, and
an owner-login user for every new client, recording the temp password via the
existing credentials CRM entity -- gated behind an If check so a failed user
creation can't leave a stale credentials row. The EA-provisioning chain
(service/provider creation against Easy!Appointments) is removed entirely.
Adds POST /api/resources, /api/services, /api/owner_users to the backoffice API
for n8n to call, backed by booking_db.py's existing tenancy-safe create_*
helpers. Also adds "slug" to db.py's clients column list -- it was already a DB
column (#17) but the generic /api/clients POST silently dropped it, so
onboarding could never actually set a client's public-facing slug.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Postgres is now the sole source of truth: delete sheets.py and
import_from_sheets.py, strip mirror_entity/mirror_async/_mirror_worker and
POST /api/sync from app.py, drop the tab/mirror keys from db.py's TABLES.
Re-point n8n/renewal-reminder.json at the CRM's own HTTP API (GET
/api/clients, POST /api/activity_log) instead of the Sheets nodes, and drop
SHEET_ID/GOOGLE_SA_JSON from deploy env/compose and requests from
requirements.txt (PyJWT stays — still used by booking_api.py). Updates
docs/README/playbooks accordingly and closes the old #5 (atomic mirror) as
moot.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds a `credentials` entity to the back office (never mirrored to
Sheets, gated by the CRM token even to read) so client logins like
the auto-generated Easy!Appointments provider password can be viewed
and copied from the dashboard instead of getting lost — the actual
cause of the happynails password going missing. Onboarding now saves
that generated password instead of discarding it. Also adds
Documentation.md, brings README/TODO in line with the current
Postgres-first architecture, and tidies the backlog.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Stand up the DB-first CRM backbone (architecture pivot: Postgres is the
source of truth, Google Sheets becomes a one-way downstream mirror).
- backoffice/ stack: smb-db (Postgres 16) + smb-crm (Flask/waitress service).
- Schema mirrors the six Sheet tabs (clients, leads, projects, activity_log,
bookings, invoices) with typed columns + updated_at triggers.
- Service-account Sheets client (PyJWT) for the one-time import + future mirror.
- import_from_sheets.py: idempotent seed of Postgres from the live Sheets.
- Read dashboard (Leads & Clients tables) at onboard.mivanchenko.de/crm,
behind the existing Caddy basic-auth; JSON API reads straight from Postgres.
Deployed + verified: import seeded DB, dashboard/API live, no-auth blocked,
onboarding form unaffected. Add/edit/delete + DB->Sheets sync + n8n ingest
swap are the next steps.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
mivanchenko