smb-online/TODO.md

TODO / Backlog

Rethink the tier model — decouple tier from business type

Goal: tiers should NOT be tied to a kind of business. Which "tier" (and whether a client's site is self-hosted or runs on Google's free services) is a decision made between me and the client, case by case — not something baked into a demo.

Implications to work through:

• Demos are stack-agnostic starters. Drop tier/stack labels and jargon (self-hosted, Cal.com, Google-Stack, "≈ 0 €") from the public-facing demos & chooser. DONE 2026-06-25: chooser reworded; all three demo pages neutralised — demo bars now read "Beispielseite · So könnte Ihr Online-Auftritt aussehen", booking widgets relabelled to generic "Online-Terminbuchung"/"Sichere Buchung", Google-Kalender/Cal.com/self-hosted/Tier labels removed from rendered copy and HTML comments, demo booking dates now render on the current week via JS so nothing looks stale.
• After a client signs, I decide hosting: self-host the page on the homelab, or stand it up on the client's free Google account. The CRM already has tier + stack_notes columns to record that decision per client.
• Revisit the Clients.tier field semantics: keep A/B as an internal effort/price band, or replace with something hosting-agnostic (e.g. hosting = google | selfhosted, plan = …).
• Onboarding form + workflow currently ask for Tier A/B — realign once the model is settled.

Onboard dashboard → manage Leads & Clients (CRUD) — DONE 2026-06-25

Built as a DB-first back-office (architecture pivot: Postgres is the source of truth, Sheets is a one-way mirror — see backoffice/ and the smb-db-source-of-truth memory). Live at onboard.mivanchenko.de/crm behind the existing basic-auth.

• Read: Leads & Clients tables, served by smb-crm straight from Postgres.
• Add: "+ Neu" modal per entity; auto-IDs (C-#### / L-epoch), renewal auto-compute.
• Edit: per-row ✎ modal, token-protected PATCH.
• Delete: per-row 🗑 (token-protected), audit-logged — replaces the scratchpad cleanup.
• Behind Caddy basic-auth; mutations gated by CRM_API_TOKEN; all changes audit-logged.
• One-way DB→Sheets mirror keeps the Sheet overview current after every change.
• n8n ingest swap: lead-intake & onboarding now POST into the DB API (not Sheets); Telegram notify unchanged. renewal-reminder still reads Sheets (fine — Sheets mirrors DB).

Follow-ups (not yet done):

• Extend CRUD UI beyond Leads/Clients (projects, bookings, invoices, activity) if useful. Dashboard (backoffice/app/static/index.html) still only has Leads/Clients tabs.
• Daily backup of the smb-db Postgres volume — DONE: deploy/backup/smb-db-backup.sh (pg_dump + gzip, keeps 14 days, cron on the homelab).
• Make the DB→Sheets overwrite atomic (currently clear-then-write; brief mid-write window a reader could catch the cleared sheet — harmless for a human overview).

Other

• Harden n8n auth: compose still has deprecated N8N_BASIC_AUTH_* with password password (legacy/ignored by modern n8n owner-login). Confirm the owner account is strong; remove the dead env.
• Orders: the pizzeria demo posts orders into the Leads tab via the lead-intake webhook as a stop-gap. Build a proper Orders flow + sheet tab (items, total, mode, status) when the order-management product is real.
• Booking-sync workflow — DONE, but not as originally scoped: the plan to split Tier-B-Cal.com-webhook / Tier-A-GCal-poll was superseded by the tier-decoupling above. Instead, one shared Easy!Appointments instance handles booking for every client (deploy/booking/), wired via n8n/booking-sync.json (webhook → POST /api/bookings → Telegram), and n8n/onboarding.json auto-provisions each new client's EA service+provider.

Done

• 2026-06-25 — Latency fix (n8n executions 1–4 min → ~6 s; DNS + PostHog telemetry).
• 2026-06-25 — Chooser reworded to client-friendly, jargon-free copy.
• 2026-06-25 — Pizzeria demo with online ordering added.
• 2026-06-25 — Barbershop "Google Kalender" dot-overlap styling fixed.
• 2026-06-25 — All three demo pages neutralised (stack-agnostic, non-stale dates).
• 2026-06-25 — DB-first back office: Postgres source of truth + Sheets mirror + CRUD + n8n ingest swap (lead-intake/onboarding → DB API). Live at onboard.mivanchenko.de/crm.
• 2026-07-14 — Shared self-hosted booking: Easy!Appointments stack (deploy/booking/), auto-provisioning wired into the onboarding workflow, booking-sync workflow syncing bookings to the CRM.
• 2026-07-14 — Per-client deploy tooling: deploy/clients/ isolated-stack model + new-client.sh scaffolder; back-office updates.