Files
mivanchenko 319218ce21
Test backoffice (smb-crm) / test (push) Has been cancelled
Remove Google Sheets mirror entirely (#13)
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

4.1 KiB

smb-online — "Get Your Small Business Online"

A productized service that gets local small businesses online: landing page + online booking + lead capture + small automations. Built to be thoroughly tracked and logged — every client, lead, booking and invoice lives in a Postgres CRM (sole source of truth), driven by n8n on the homelab.

Full documentation (architecture, data model, every component): Documentation.md.

Delivery tiers — an internal signal, not a fixed product

tier (A = free Google stack, B = self-hosted/privacy) started as two fixed product bundles but is being decoupled from the public offering (see TODO.md): which stack a client actually gets is a decision made with the client, case-by-case, and recorded on their clients row (tier, stack_notes) — it's no longer baked into the demos. In practice, booking has already converged on one shared self-hosted service (Easy!Appointments, see deploy/booking/) used for every client regardless of tier.

Repository layout

Documentation.md           Full architecture / component reference — start here for "how it works"
backoffice/                 Postgres CRM + Flask API + operator dashboard (the source of truth)
deploy/
  clients/                   One isolated nginx stack per signed client + new-client.sh scaffolder
  booking/                    Shared Easy!Appointments booking service (all clients)
  smb-demos/                  Public demo/preview hosting (Apache)
  backup/                      Daily Postgres backup script (cron on the homelab)
n8n/                         Exported n8n workflows (lead-intake, onboarding, booking-sync, renewal-reminder)
playbooks/                   Operator playbooks (outreach, lead-to-customer, tier-a, tier-b)
templates/landing/           Landing-page demos + client preview pages
  demo-tier-a/                  "Schnittpunkt" barbershop demo
  demo-tier-b/                  "PhysioVital" physio practice demo
  demo-pizzeria/                "Bella Napoli" pizzeria demo w/ online ordering
templates/onboarding/        Internal "create client" form → n8n onboarding workflow

View the demos

They are self-contained HTML — open directly:

xdg-open templates/landing/demo-tier-a/index.html    # barbershop
xdg-open templates/landing/demo-tier-b/index.html    # physio practice
xdg-open templates/landing/demo-pizzeria/index.html  # pizzeria / online ordering

Or serve them all with the chooser page:

python3 -m http.server 8080 --directory templates/landing
# → http://localhost:8080/   (links to all three demos)

Lead/callback forms POST live to the n8n lead-intake webhook; booking widgets link to the shared Easy!Appointments instance. Nothing here is stubbed anymore — see Documentation.md §4.5 for the full workflow wiring.

Phases (status)

Tracked against actual repo state — see Documentation.md for what backs each checkmark.

  • Phase 1 — Demo landing pages
  • Phase 2 — Accounts & setup: Google account + workbook, n8n live, Google creds bound, Vaultwarden (clients.vault_ref), domain (wildcard *.mivanchenko.de)
  • Phase 3 — CRM (Postgres-only, no Sheets mirror) + n8n lead-intake & renewal workflows
  • Phase 4 — Demo forms + booking wired live to n8n webhooks (lead-intake, booking-sync)
  • Phase 5 — First real client + reception v1 — onboarding automation and per-client deploy tooling exist and are exercised (deploy/clients/); not verifiable from the repo alone whether a paying client is live
  • Phase 6 — AI receptionist (Claude Haiku 4.5) — not started

Operator is in an Ausbildung as Cloud Engineer at NETWAYS. This offering deliberately stays out of NETWAYS's lane (no managed cloud hosting / monitoring / OpenStack/K8s hosting for clients). Before taking paying clients: (1) check the Ausbildungsvertrag for a Nebentätigkeit clause and get written employer approval if required; (2) Gewerbeanmeldung + Kleinunternehmerregelung (§19 UStG) once revenue starts; (3) confirm with the IHK / a Steuerberater if unsure.