Files
smb-online/backoffice/app/app.py
T
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

392 lines
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Python
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"""smb-crm back-office service.
Postgres is the source of truth. This serves the operator dashboard + a small
JSON API (read now; add/edit/delete and the DB->Sheets mirror layered on next).
Browser access is gated by Caddy basic-auth on onboard.mivanchenko.de; the
machine-to-machine ingest path (n8n) is gated by the CRM_API_TOKEN header.
"""
import os
import re
import time
import queue
import threading
import traceback
from datetime import datetime, date, timezone
from decimal import Decimal
from flask import Flask, jsonify, request, Response
from waitress import serve
import booking_db as bdb
import db
import owner_mail
from sheets import Sheets
from booking_api import bp as booking_bp
from public_booking import bp as public_booking_bp
from manage_booking import bp as manage_booking_bp
from owner_auth import bp as owner_auth_bp
from owner_booking import bp as owner_booking_bp
app = Flask(__name__, static_folder="static", static_url_path="")
app.register_blueprint(booking_bp)
app.register_blueprint(public_booking_bp)
app.register_blueprint(manage_booking_bp)
app.register_blueprint(owner_auth_bp)
app.register_blueprint(owner_booking_bp)
# Dedicated secret for the owner-login session cookie -- deliberately not
# shared with CRM_API_TOKEN or BOOKING_TOKEN_SECRET (#19), same reasoning as
# booking_api.py's own token secret: rotating one must never silently affect
# the others.
app.secret_key = os.environ.get("SESSION_SECRET_KEY", "")
CRM_TOKEN = os.environ.get("CRM_API_TOKEN", "")
# Separate read-only token for the public iCal feed (calendar apps can't send
# the basic-auth header, so the feed is gated by this query token instead).
ICS_TOKEN = os.environ.get("ICS_TOKEN", "")
# DB -> Sheets one-way mirror. Postgres is the source of truth; the Sheet is a
# best-effort projection. A mirror failure never fails the DB write.
SH = None
try:
SH = Sheets(os.environ["GOOGLE_SA_JSON"], os.environ["SHEET_ID"])
except Exception: # noqa: BLE001
traceback.print_exc()
def _cell(v):
if v is None:
return ""
if isinstance(v, bool):
return "TRUE" if v else "FALSE"
if isinstance(v, datetime):
return v.strftime("%Y-%m-%d %H:%M")
if isinstance(v, date):
return v.strftime("%Y-%m-%d")
if isinstance(v, Decimal):
f = float(v)
return str(int(f)) if f == int(f) else str(f)
s = str(v)
return ("'" + s) if s[:1] in "=+-@" else s # neutralise formula injection
def mirror_entity(entity):
spec = db.TABLES[entity]
if SH is None or spec.get("mirror") is False:
return 0
cols = spec["cols"]
order = LIST_ORDER.get(entity, spec["pk"])
with db.connect() as conn, conn.cursor() as cur:
cur.execute(f"SELECT {', '.join(cols)} FROM {entity} ORDER BY {order}")
rows = cur.fetchall()
grid = [[_cell(r[c]) for c in cols] for r in rows]
SH.overwrite(spec["tab"], cols, grid)
return len(grid)
# Serialize all mirror writes through one worker so concurrent mutations can't
# race on the shared Sheets client / token.
_mirror_q = queue.Queue()
def _mirror_worker():
while True:
entity = _mirror_q.get()
try:
mirror_entity(entity)
except Exception: # noqa: BLE001
print(f"[mirror] {entity} sync failed:", flush=True)
traceback.print_exc()
finally:
_mirror_q.task_done()
threading.Thread(target=_mirror_worker, daemon=True).start()
def mirror_async(entity):
if SH is not None and db.TABLES[entity].get("mirror") is not False:
_mirror_q.put(entity)
# Static dashboard, with the CRM token injected so the (basic-auth-gated)
# operator page can call the token-protected mutation endpoints.
with open(os.path.join(os.path.dirname(__file__), "static", "index.html")) as _f:
INDEX_HTML = _f.read().replace("__CRM_TOKEN__", CRM_TOKEN)
def authed():
return bool(CRM_TOKEN) and request.headers.get("X-CRM-Token") == CRM_TOKEN
def log_activity(cur, client_id, action, detail, result="ok"):
cur.execute(
"INSERT INTO activity_log (ts, workflow, client_id, action, detail, result) "
"VALUES (now(), %s, %s, %s, %s, %s)",
("back-office", client_id, action, detail, result))
LIST_ORDER = {
"leads": "received_at DESC NULLS LAST",
"clients": "client_id",
"projects": "project_id",
"bookings": "start_time DESC NULLS LAST",
"invoices": "issued_date DESC NULLS LAST",
"activity_log": "ts DESC NULLS LAST",
"credentials": "client_id",
}
def jsonable(v):
if isinstance(v, (datetime, date)):
return v.isoformat()
if isinstance(v, Decimal):
return float(v)
return v
def rows_json(rows):
return [{k: jsonable(v) for k, v in r.items()} for r in rows]
@app.get("/healthz")
def healthz():
try:
with db.connect() as conn, conn.cursor() as cur:
cur.execute("SELECT 1")
cur.fetchone()
return Response("ok\n", mimetype="text/plain")
except Exception as e: # noqa: BLE001
return Response(f"db error: {e}\n", status=500, mimetype="text/plain")
@app.get("/api/<entity>")
def list_entity(entity):
if entity not in db.TABLES:
return jsonify({"error": "unknown entity"}), 404
# Credentials carry secrets, not just business metadata — require the
# mutation-level token even to read, on top of the Caddy basic-auth every
# other entity's (read-only) list relies on alone.
if entity == "credentials" and not authed():
return jsonify({"error": "forbidden"}), 403
order = LIST_ORDER.get(entity, db.TABLES[entity]["pk"])
with db.connect() as conn, conn.cursor() as cur:
cur.execute(f"SELECT * FROM {entity} ORDER BY {order}")
rows = cur.fetchall()
return jsonify({"entity": entity, "count": len(rows), "rows": rows_json(rows)})
def compute_renewal(start, cycle):
"""Mirror the onboarding workflow: monthly -> +1 month, yearly -> +1 year."""
cycle = (cycle or "monthly").lower()
if cycle == "monthly":
m = start.month % 12 + 1
y = start.year + (1 if start.month == 12 else 0)
d = min(start.day, [31, 29 if y % 4 == 0 and (y % 100 or not y % 400) else 28,
31, 30, 31, 30, 31, 31, 30, 31, 30, 31][m - 1])
return date(y, m, d)
if cycle == "yearly":
return date(start.year + 1, start.month, start.day)
return None
def next_client_id(cur):
cur.execute("SELECT client_id FROM clients")
mx = 0
for r in cur.fetchall():
m = re.match(r"C-(\d+)$", r["client_id"] or "")
if m:
mx = max(mx, int(m.group(1)))
return "C-%04d" % (mx + 1)
@app.post("/api/<entity>")
def add_entity(entity):
if entity not in db.TABLES:
return jsonify({"error": "unknown entity"}), 404
if not authed():
return jsonify({"error": "forbidden"}), 403
spec = db.TABLES[entity]
pk = spec["cols"][0] if entity == "activity_log" else spec["pk"]
body = request.get_json(force=True, silent=True) or {}
row = db.coerce_row(entity, body)
with db.connect() as conn, conn.cursor() as cur:
if entity == "leads":
row["lead_id"] = row.get("lead_id") or "L-" + str(int(time.time() * 1000))
row["received_at"] = row.get("received_at") or datetime.now(timezone.utc)
row["status"] = row.get("status") or "new"
if row.get("notified") is None:
row["notified"] = False
elif entity == "clients":
row["client_id"] = row.get("client_id") or next_client_id(cur)
row["created_at"] = row.get("created_at") or datetime.now(timezone.utc)
row["status"] = row.get("status") or "lead"
if not row.get("renewal_date") and row.get("start_date"):
row["renewal_date"] = compute_renewal(
row["start_date"], row.get("billing_cycle"))
elif entity == "credentials":
row["cred_id"] = row.get("cred_id") or "CR-" + str(int(time.time() * 1000))
row["created_at"] = row.get("created_at") or datetime.now(timezone.utc)
elif not row.get(pk):
return jsonify({"error": f"{pk} required"}), 400
cols = spec["cols"]
ph = ", ".join(["%s"] * len(cols))
cur.execute(f"INSERT INTO {entity} ({', '.join(cols)}) VALUES ({ph})",
[row.get(c) for c in cols])
log_activity(cur, row.get("client_id"), f"add {entity}", f"{pk}={row.get(pk)}")
conn.commit()
mirror_async(entity)
mirror_async("activity_log")
return jsonify({"added": row.get(pk)}), 201
@app.patch("/api/<entity>/<path:ident>")
def edit_entity(entity, ident):
if entity not in db.TABLES:
return jsonify({"error": "unknown entity"}), 404
if not authed():
return jsonify({"error": "forbidden"}), 403
spec = db.TABLES[entity]
pk = spec["pk"]
body = request.get_json(force=True, silent=True) or {}
setcols = [c for c in body if c in spec["cols"] and c != pk]
if not setcols:
return jsonify({"error": "no editable fields"}), 400
typed = db.coerce_row(entity, body)
setsql = ", ".join(f"{c} = %s" for c in setcols)
vals = [typed[c] for c in setcols] + [ident]
with db.connect() as conn, conn.cursor() as cur:
cur.execute(f"UPDATE {entity} SET {setsql} WHERE {pk} = %s RETURNING {pk}", vals)
if not cur.fetchone():
return jsonify({"error": "not found"}), 404
log_activity(cur, ident if entity == "clients" else None,
f"edit {entity}", f"{pk}={ident}: {', '.join(setcols)}")
conn.commit()
mirror_async(entity)
mirror_async("activity_log")
return jsonify({"updated": ident, "fields": setcols})
@app.delete("/api/<entity>/<path:ident>")
def delete_entity(entity, ident):
if entity not in db.TABLES:
return jsonify({"error": "unknown entity"}), 404
if not authed():
return jsonify({"error": "forbidden"}), 403
pk = db.TABLES[entity]["pk"]
with db.connect() as conn, conn.cursor() as cur:
cur.execute(f"DELETE FROM {entity} WHERE {pk} = %s RETURNING {pk}", (ident,))
if not cur.fetchone():
return jsonify({"error": "not found"}), 404
log_activity(cur, ident if entity == "clients" else None,
f"delete {entity}", f"{pk}={ident}")
conn.commit()
mirror_async(entity)
mirror_async("activity_log")
return jsonify({"deleted": ident})
@app.get("/api/owner_users")
def list_owner_users():
"""Owner-accounts list for the CRM dashboard's new tab (#19). Requires
the CRM token to read, same as credentials -- these rows identify who can
log into a client's owner portal."""
if not authed():
return jsonify({"error": "forbidden"}), 403
rows = bdb.list_users()
return jsonify({"entity": "owner_users", "count": len(rows), "rows": rows_json(rows)})
@app.post("/api/owner_users/<user_id>/reset-password")
def trigger_owner_password_reset(user_id):
"""Operator-triggered reset (#19): sends the same reset email an owner
would send themselves via /owner/forgot-password."""
if not authed():
return jsonify({"error": "forbidden"}), 403
user = bdb.get_user(user_id)
if user is None:
return jsonify({"error": "not found"}), 404
client = bdb.get_client(user["client_id"])
tok = bdb.create_password_reset_token(user["user_id"])
owner_mail.send_password_reset(client, user, tok["token"])
with db.connect() as conn, conn.cursor() as cur:
log_activity(cur, user["client_id"], "owner password reset",
f"user_id={user_id} (operator-triggered)")
conn.commit()
mirror_async("activity_log")
return jsonify({"sent": user_id})
@app.post("/api/sync")
def sync_all():
"""Full DB -> Sheets resync of every tab (manual / alignment)."""
if not authed():
return jsonify({"error": "forbidden"}), 403
if SH is None:
return jsonify({"error": "sheets unavailable"}), 503
out = {}
for entity in db.TABLES:
try:
out[entity] = mirror_entity(entity)
except Exception as e: # noqa: BLE001
out[entity] = f"error: {e}"
return jsonify({"synced": out})
def _ics_dt(v):
if isinstance(v, datetime):
u = v if v.tzinfo else v.replace(tzinfo=timezone.utc)
return u.astimezone(timezone.utc).strftime("%Y%m%dT%H%M%SZ")
return None
def _ics_esc(t):
return (str(t or "").replace("\\", "\\\\").replace(";", "\\;")
.replace(",", "\\,").replace("\n", "\\n"))
@app.get("/api/bookings.ics")
def bookings_ics():
"""Read-only iCal feed for Apple/Google Calendar subscription. Gated by the
ICS_TOKEN query param (no header auth, so calendar apps can fetch it)."""
if not ICS_TOKEN or request.args.get("token") != ICS_TOKEN:
return Response("forbidden\n", status=403, mimetype="text/plain")
cid = request.args.get("client_id")
with db.connect() as conn, conn.cursor() as cur:
if cid:
cur.execute("SELECT * FROM bookings WHERE client_id = %s ORDER BY start_time", (cid,))
else:
cur.execute("SELECT * FROM bookings ORDER BY start_time")
rows = cur.fetchall()
now = datetime.now(timezone.utc).strftime("%Y%m%dT%H%M%SZ")
out = ["BEGIN:VCALENDAR", "VERSION:2.0", "PRODID:-//smb-crm//bookings//DE",
"CALSCALE:GREGORIAN", "METHOD:PUBLISH",
"X-WR-CALNAME:" + _ics_esc("Buchungen " + cid if cid else "Buchungen")]
for r in rows:
st = _ics_dt(r.get("start_time"))
if not st:
continue
summary = r.get("service") or "Termin"
if r.get("customer_name"):
summary += " " + r["customer_name"]
out += ["BEGIN:VEVENT",
"UID:%s@smb-crm" % (r.get("booking_id") or now),
"DTSTAMP:%s" % (_ics_dt(r.get("created_at")) or now),
"DTSTART:%s" % st]
en = _ics_dt(r.get("end_time"))
if en:
out.append("DTEND:%s" % en)
out.append("SUMMARY:" + _ics_esc(summary))
if r.get("customer_contact"):
out.append("DESCRIPTION:" + _ics_esc("Kontakt: " + r["customer_contact"]))
out += ["STATUS:CONFIRMED", "END:VEVENT"]
out.append("END:VCALENDAR")
return Response("\r\n".join(out) + "\r\n", mimetype="text/calendar")
@app.get("/")
def index():
return Response(INDEX_HTML, mimetype="text/html")
if __name__ == "__main__":
serve(app, host="0.0.0.0", port=8080)