Commit Graph

23 Commits

Author SHA1 Message Date
mivanchenko 456ca3872f Add locations (Filialen) as a grouping layer above resources
Test backoffice (smb-crm) / test (push) Successful in 1m46s
Enables multiple barbers/staff bookable at the same location and time
-- previously "resource" conflated "location" and "the thing that
can't double-book itself" into one row, so a Filiale could only ever
have exactly one bookable slot at once.

- New `locations` table; `resources.location_id` with a generic,
  idempotent backfill migration (any resource without a location gets
  one auto-created matching its name -- not a one-off for any single
  client, protects any future resource stuck in the old flat shape too)
- `resources`/`resource_hours`/services keep everything they already
  had (hours, min-notice, max-advance, buffer, the no-overlap
  constraint) scoped to resource_id, not location_id -- two barbers at
  one location must stay independently bookable at the same time
- booking_db.py: new locations CRUD mirroring the existing
  resources/services pattern; create_resource now requires a
  location_id, guarded the same way every other tenant check here is
  (get_location existence check, no real FK -- matches this schema's
  existing no-FK convention throughout)
- app.py: new POST /api/locations provisioning route; POST
  /api/resources now requires location_id
- owner_settings.py + settings.html: new self-service "add a Filiale"
  / "add a barber" UI -- there was previously no way to create a
  resource at all outside the CRM/n8n provisioning API
- public_booking.py + book.html: new Filiale picker (reuses the
  existing wireOptionGroup button-group pattern), filtering the
  Mitarbeiter picker to the selected location -- a single-location
  client sees no extra click, same as before Filialen existed
- owner_booking.py + agenda.html: the Filiale show/hide toggle and
  hide-cancelled toggle (shipped earlier this session) now key off
  location_id instead of resource_id, so hiding a Filiale hides every
  barber's bookings at it; manual-booking dropdown grouped by Filiale
- n8n/onboarding.json: default provisioning now creates a "Hauptfiliale"
  location before its resource (inert until re-imported into the live
  n8n instance)

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-12 03:02:56 +02:00
mivanchenko 9b2ef47f69 Remove temporary debug-headers route
Test backoffice (smb-crm) / test (push) Successful in 1m34s
Confirmed fixed: /owner/_debug_headers showed scheme=https and all
three X-Forwarded-* headers present after the Waitress trusted_proxy
fix.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-12 00:17:54 +02:00
mivanchenko 4eed7fb204 Fix crash: correct Waitress param name (clear_untrusted_proxy_headers)
Test backoffice (smb-crm) / test (push) Successful in 1m36s
clear_untrusted isn't a real Adjustments option -- caused the previous
deploy to crash-loop smb-crm. The real option, clear_untrusted_proxy_headers,
already defaults to True, so it doesn't need to be passed at all.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-12 00:15:41 +02:00
mivanchenko 3ab3a6a4f4 Trust Caddy as a proxy in Waitress so forwarded headers reach Flask
Test backoffice (smb-crm) / test (push) Successful in 1m32s
Root cause of the ICS-link-uses-http bug (#22): Caddy was already
sending X-Forwarded-Proto/-Host/-For correctly (confirmed via the
Caddy admin API's compiled route config), but Waitress strips
untrusted X-Forwarded-* headers by default before they ever reach
the WSGI environ -- so the earlier ProxyFix middleware had nothing
to read. This was the actual fix; ProxyFix was necessary but not
sufficient.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-12 00:12:04 +02:00
mivanchenko 55bb2ce65f Temp: re-add debug headers route to re-check header_up fix
Test backoffice (smb-crm) / test (push) Successful in 1m32s
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-12 00:09:04 +02:00
mivanchenko 2862835599 Remove temporary debug-headers route
Test backoffice (smb-crm) / test (push) Successful in 1m34s
Diagnosis done: Caddy wasn't forwarding X-Forwarded-Proto at all,
fixed on the Caddy side (header_up in the smb_crm_fwd snippet), not
a Flask/ProxyFix issue.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-12 00:06:45 +02:00
mivanchenko 6ec16b0afa Temp: add debug headers route to diagnose ProxyFix scheme detection
Test backoffice (smb-crm) / test (push) Successful in 1m32s
Will be removed once the proto-forwarding issue is diagnosed.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-12 00:03:20 +02:00
mivanchenko 4ad87ffaaf Trust Caddy's X-Forwarded-Proto so external links use https
Test backoffice (smb-crm) / test (push) Successful in 1m57s
url_for(_external=True) (e.g. the owner ICS feed link, #22) was always
guessing "http" since Flask has no way to know the original request was
HTTPS when Caddy proxies to us over plain internal HTTP.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-11 23:58:57 +02:00
mivanchenko 1b8f8c1391 Upsert keyed entities on POST /api/<entity> (#1)
Test backoffice (smb-crm) / test (push) Has been cancelled
Easy!Appointments re-fires appointment_save on reschedule with the same
EA-<id> booking_id, so add_entity's plain INSERT 500s on the PK conflict.
Switch to ON CONFLICT (pk) DO UPDATE for every entity except activity_log
(no client-supplied pk), logging add vs update accordingly. Extended to
all keyed entities per the issue body, while preserving created_at/
received_at on redelivery for leads/clients/credentials so a redelivered
webhook can't clobber the original creation time.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-04 13:42:00 +02:00
mivanchenko aabd1d56c4 New-client onboarding: provision resources/services/owner login, drop EA (#24)
Test backoffice (smb-crm) / test (push) Has been cancelled
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>
2026-08-04 13:11:38 +02:00
mivanchenko 24d9aca812 Per-client ICS calendar feed, replacing the shared ICS_TOKEN (#22)
Test backoffice (smb-crm) / test (push) Has been cancelled
Each client now gets their own clients.ics_token (lazily generated on
first /owner/settings visit), which both authenticates and scopes
/api/bookings.ics -- closing the gap where any shared-token holder
could view another client's bookings by swapping the client_id query
param. The owner settings page now surfaces a copyable subscribe URL.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-04 11:55:35 +02:00
mivanchenko 319218ce21 Remove Google Sheets mirror entirely (#13)
Test backoffice (smb-crm) / test (push) Has been cancelled
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>
2026-08-04 11:29:57 +02:00
mivanchenko 16500c4392 Owner settings: services, hours/buffer, auto-confirm, notify channel (#21)
Adds a session-authenticated /owner/settings blueprint for services CRUD
(create/edit/deactivate), per-resource opening hours + min-notice/max-advance/
buffer, and client-level auto_confirm/notify_channel — all scoped to the
logged-in owner's own client_id. Extends booking_db.py with the missing
tenant-scoped update_service/update_resource/update_client writes, mirroring
the existing update_booking allowlist pattern.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-04 09:00:38 +02:00
mivanchenko 528a13ca7c Owner calendar view + manual booking + owner cancel/reschedule (#20)
Adds an owner-authenticated weekly agenda (grouped by day, today highlighted)
with manual walk-in/phone booking creation, cancel, and reschedule -- all
routed through booking_api.py's create/cancel/reschedule logic (refactored
into shared helpers) so the EXCLUDE overlap constraint and confirmation
email stay on the single existing code path. Manual creation can skip the
opening-hours/min-notice/max-advance/buffer checks via an explicit override,
but never the overlap constraint itself.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-03 17:16:19 +02:00
mivanchenko 59c35ce39f Owner accounts: auth, password reset, CRM dashboard visibility (#19)
Flask-session login scoped to one client_id (never a request param),
self-service + operator-triggered password reset via single-use tokens,
and an Owner accounts tab on the CRM dashboard.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-03 17:00:37 +02:00
mivanchenko 644c99ee30 Booking confirmation email + customer self-service cancel/reschedule (#18)
Sends a confirmation email (best-effort, fire-and-forget SMTP via mailer.py)
on booking creation, with a manage-booking link embedding the ticket-2 signed
token. Adds /manage/<token>, a stateless cancel/reschedule page that reuses
the existing slot-picker against booking_api's create/cancel/reschedule API,
distinguishing an invalid/expired link from an already-cancelled one. Sender
address uses the client's own domain when configured, falling back to a
mivanchenko.de address otherwise.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-23 15:40:45 +02:00
mivanchenko b895663c3a Public booking page + iframe embed (#17)
Adds the customer-facing /book/<slug> page: service/slot picker, booking
form, and confirmation screen, built on #16's existing booking JSON API.
Includes iframe auto-fit height reporting (mirroring
deploy/booking/booking_layout.js's eaBookingHeight message), brand-color
theming via a ?color= query param, a honeypot field with a fake-success
response indistinguishable from a real booking, and a clear "just taken"
message on slot-conflict. Caddy per-IP rate limiting is documented in
deploy/booking/RATE_LIMIT.md for manual application (no Caddyfile is
tracked in this repo).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-23 15:15:29 +02:00
mivanchenko 2f6e0c1459 Availability engine + booking API: create/cancel/reschedule (#16)
Adds the plumbing that makes "can a customer actually get booked" true
end to end at the API layer, on top of #15's schema/tenancy layer.

- resource_hours table + min_notice_minutes/max_advance_days/buffer_minutes
  on resources -- config #15 didn't include but #16 depends on.
- availability.py: pure slot-generation function, correct across a
  Europe/Berlin DST transition (tested both directions).
- booking_api.py: JSON blueprint for slot listing, booking creation
  (auto_confirm -> confirmed/pending), and signed-JWT cancel/reschedule,
  registered into app.py.
- booking_db.py gains resource-hours CRUD, a tenant-scoped busy-bookings
  query for buffer/slot validation, and a read-only client lookup.

A true concurrent-threads test (not just sequential requests) surfaced a
real gap: Postgres can raise DeadlockDetected instead of ExclusionViolation
when two overlapping inserts race the exclusion constraint directly, which
went uncaught and would have 500'd instead of giving the clean 4xx the
ticket requires -- now caught alongside ExclusionViolation.

Also fixed: reschedule used the request's raw UTC offset to pick the
business day instead of the client's own timezone (could pick the wrong
day's hours/bookings near local midnight); the cancel/reschedule JWT no
longer falls back to reusing CRM_API_TOKEN as its signing secret.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-23 14:52:33 +02:00
mivanchenko 94ae2d578d Add credentials store to the CRM, docs cleanup, deploy pipeline TODO
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>
2026-07-15 14:13:34 +02:00
mivanchenko 156166b4e5 Add booking stack, client deploys, and back-office updates
- deploy/booking: shared Easy!Appointments stack with brand-matched
  wizard (flatpickr recolor, single-tenant provider hide, iframe
  auto-fit height reporter)
- deploy/clients: per-client isolated nginx compose stacks with
  _template scaffold, new-client.sh, and happynails live site
- deploy/backup: smb-db backup script
- n8n: booking-sync workflow; onboarding tweaks
- playbooks: lead-to-customer lifecycle + outreach
- templates: nail-studio landing previews
- backoffice: app/db/init/compose updates

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-14 16:10:15 +02:00
mivanchenko e59996a385 Back office: one-way DB -> Sheets mirror
- After each mutation, the affected tab + activity_log are pushed to Sheets by
  a single serialized background worker (Postgres stays source of truth; a
  mirror failure never fails the DB write). Concurrency race fixed by
  serializing through one worker; PYTHONUNBUFFERED for visible logs.
- _cell() formats dates/timestamps/numbers/bools and neutralises formula
  injection. POST /api/sync does a full DB->Sheets resync of every tab.

Verified: add/edit/delete propagate to the Sheet; full resync aligns all tabs;
DB and Sheet consistent after cleanup.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 09:26:42 +02:00
mivanchenko 9f42e46d6c Back office: add / edit / delete for Leads & Clients
- Token-protected mutation endpoints (POST/PATCH/DELETE), audit-logged to
  activity_log. Token injected into the basic-auth-gated dashboard.
- Add auto-generates IDs (next C-#### / L-<epoch>), sets created/received/status
  defaults, and computes client renewal_date from start + billing cycle
  (parity with the onboarding workflow).
- Dashboard: per-row edit (✎) and delete (🗑), "+ Neu" modal form per entity.

Verified end-to-end: add lead/client, edit, delete, renewal compute, token
gating (403), 404s. DB-only for now; DB->Sheets mirror is the next step.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-25 09:18:28 +02:00
mivanchenko 18e346d67b Back office: Postgres source-of-truth + read dashboard
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>
2026-06-25 09:12:39 +02:00