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. Already how it works in practice — the CRM has tier + stack_notes columns recording that per-client decision, and every deploy this session (happynails' credential, the client stacks in deploy/clients/) went through that path rather than a fixed per-tier template. Nothing left to build here.
• Needs your call: 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 = …).
• Blocked on the above: Onboarding form + workflow currently ask for Tier A/B — realign once the field semantics are 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).

Credentials in the CRM — copy-to-clipboard — DONE 2026-07-15

Goal: be able to grab a client's login (e.g. their Easy!Appointments provider password) from the CRM dashboard itself instead of digging through Vaultwarden or a live n8n execution log — prompted by not being able to find the happynails booking password anywhere. New credentials entity (backoffice/db/init.sql, backoffice/app/db.py), deliberately never mirrored to Sheets (mirror: False, enforced in mirror_async/mirror_entity//api/sync and skipped by import_from_sheets.py) and gated by X-CRM-Token even to read. Dashboard has a new Credentials tab with a masked value, "👁 zeigen" reveal toggle, "📋 Kopieren" copy button. n8n/onboarding.json now saves the auto-generated EA provider password instead of discarding it (root cause of the happynails password being unrecoverable — it was never persisted anywhere). Migrated + shipped to the live homelab (smb-db schema, smb-crm rebuilt, confirmed healthy). Happynails' (C-0002) reset EA password is recorded as CR-1784116056728.

Follow-ups (not yet done — all need you, not more code):

• Re-import the updated n8n/onboarding.json into the live n8n instance (the new "Save credential" node). Needs the real __CRM_TOKEN__/__EA_AUTH__ credential bindings re-attached in the n8n UI — not safely scriptable from outside n8n.
• The happynails credential's username is still blank — confirm it in the EA admin UI and fill it in via the dashboard's ✎ edit on the Credentials tab.
• Your call, no rush: encrypt credentials.secret at rest (e.g. pgcrypto) instead of plaintext if the dashboard is ever exposed more broadly than Caddy basic-auth + host security.

Deploy pipeline — trigger from the Gitea UI

Goal: stop hand-running scp/ssh/docker-compose-build for every change (that's how the credentials feature above shipped). git.mivanchenko.de (Gitea, already the origin remote for every repo here, running alongside the other homelab containers) supports Gitea Actions — workflows in .gitea/workflows/ that run on a self-hosted runner and can be started with a manual "Run workflow" button in the repo UI, not just on push.

• Register a Gitea Actions runner (can run directly on the homelab host, or in its own container with the Docker socket mounted so it can docker compose build/up -d).
• .gitea/workflows/deploy.yml: workflow_dispatch trigger (the UI button), optionally also on push to main. Steps: checkout → sync changed paths to /home/mivanchenko/smb-crm/ (and whichever other deploy/* groups changed) → apply any pending SQL migrations → docker compose build + up -d --no-deps <service> for just the affected Compose group(s) → hit /healthz (or the equivalent) to confirm before declaring success.
• Needs real secrets in Gitea's repo/runner secrets store (SSH deploy key or a runner already on the host, CRM_API_TOKEN, etc.) — your call on which, since it's a homelab access decision.
• Once trustworthy, this replaces the manual migration step described in the credentials section above and the new-client.sh → scp → ssh flow in deploy/clients/README.md.

Other

• Harden n8n auth: compose still has deprecated N8N_BASIC_AUTH_* with password password (legacy/ignored by modern n8n owner-login). Needs your call — I can remove the dead env, but whether the owner account itself is strong enough is a judgment only you can make.
• 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.

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.
• 2026-07-14 — Booking-sync workflow, done differently than originally scoped: the planned Tier-B-Cal.com-webhook / Tier-A-GCal-poll split was superseded by the tier-decoupling above — one shared Easy!Appointments instance handles booking for every client instead.
• 2026-07-15 — Credentials-in-the-CRM feature built and shipped live (see above).