mivanchenko
18e346d67b
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>
70 lines
2.0 KiB
Python
70 lines
2.0 KiB
Python
"""smb-crm back-office service.
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Postgres is the source of truth. This serves the operator dashboard + a small
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JSON API (read now; add/edit/delete and the DB->Sheets mirror layered on next).
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Browser access is gated by Caddy basic-auth on onboard.mivanchenko.de; the
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machine-to-machine ingest path (n8n) is gated by the CRM_API_TOKEN header.
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"""
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import os
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from datetime import datetime, date
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from decimal import Decimal
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from flask import Flask, jsonify, request, Response, send_from_directory
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from waitress import serve
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import db
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app = Flask(__name__, static_folder="static", static_url_path="")
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LIST_ORDER = {
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"leads": "received_at DESC NULLS LAST",
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"clients": "client_id",
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"projects": "project_id",
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"bookings": "start_time DESC NULLS LAST",
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"invoices": "issued_date DESC NULLS LAST",
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"activity_log": "ts DESC NULLS LAST",
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}
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def jsonable(v):
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if isinstance(v, (datetime, date)):
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return v.isoformat()
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if isinstance(v, Decimal):
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return float(v)
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return v
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def rows_json(rows):
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return [{k: jsonable(v) for k, v in r.items()} for r in rows]
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@app.get("/healthz")
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def healthz():
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try:
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with db.connect() as conn, conn.cursor() as cur:
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cur.execute("SELECT 1")
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cur.fetchone()
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return Response("ok\n", mimetype="text/plain")
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except Exception as e: # noqa: BLE001
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return Response(f"db error: {e}\n", status=500, mimetype="text/plain")
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@app.get("/api/<entity>")
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def list_entity(entity):
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if entity not in db.TABLES:
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return jsonify({"error": "unknown entity"}), 404
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order = LIST_ORDER.get(entity, db.TABLES[entity]["pk"])
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with db.connect() as conn, conn.cursor() as cur:
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cur.execute(f"SELECT * FROM {entity} ORDER BY {order}")
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rows = cur.fetchall()
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return jsonify({"entity": entity, "count": len(rows), "rows": rows_json(rows)})
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@app.get("/")
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def index():
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return send_from_directory(app.static_folder, "index.html")
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if __name__ == "__main__":
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serve(app, host="0.0.0.0", port=8080)
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