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:
- [x] **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.
- [x] 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.
- [x] **Read:** Leads & Clients tables, served by `smb-crm` straight from Postgres.
- [x] **Add:** "+ Neu" modal per entity; auto-IDs (C-#### / L-epoch), renewal auto-compute.
- [x] **Edit:** per-row ✎ modal, token-protected PATCH.
- [x] **Delete:** per-row 🗑 (token-protected), audit-logged — replaces the scratchpad cleanup.
- [x] Behind Caddy basic-auth; mutations gated by `CRM_API_TOKEN`; all changes audit-logged.
- [x] One-way **DB→Sheets mirror** keeps the Sheet overview current after every change.
- [x] **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.
- [x] 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
- [x] 2026-06-25 — Latency fix (n8n executions 1–4 min → ~6 s; DNS + PostHog telemetry).
- [x] 2026-06-25 — Chooser reworded to client-friendly, jargon-free copy.
- [x] 2026-06-25 — Pizzeria demo with online ordering added.
- [x] 2026-06-25 — Barbershop "Google Kalender" dot-overlap styling fixed.
- [x] 2026-06-25 — All three demo pages neutralised (stack-agnostic, non-stale dates).
- [x] 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.
- [x] 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.
- [x] 2026-07-14 — Per-client deploy tooling: `deploy/clients/` isolated-stack model +
  `new-client.sh` scaffolder; back-office updates.
- [x] 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.
- [x] 2026-07-15 — Credentials-in-the-CRM feature built and shipped live (see above).