mivanchenko
319218ce21
Test backoffice (smb-crm) / test (push) Has been cancelled
Postgres is now the sole source of truth: delete sheets.py and import_from_sheets.py, strip mirror_entity/mirror_async/_mirror_worker and POST /api/sync from app.py, drop the tab/mirror keys from db.py's TABLES. Re-point n8n/renewal-reminder.json at the CRM's own HTTP API (GET /api/clients, POST /api/activity_log) instead of the Sheets nodes, and drop SHEET_ID/GOOGLE_SA_JSON from deploy env/compose and requests from requirements.txt (PyJWT stays — still used by booking_api.py). Updates docs/README/playbooks accordingly and closes the old #5 (atomic mirror) as moot. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
80 lines
4.1 KiB
Markdown
80 lines
4.1 KiB
Markdown
# smb-online — "Get Your Small Business Online"
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A productized service that gets local small businesses online: **landing page + online
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booking + lead capture + small automations**. Built to be **thoroughly tracked and logged** —
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every client, lead, booking and invoice lives in a **Postgres CRM** (sole source of truth),
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driven by **n8n** on the homelab.
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> Full documentation (architecture, data model, every component): **`Documentation.md`**.
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## Delivery tiers — an internal signal, not a fixed product
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`tier` (A = free Google stack, B = self-hosted/privacy) started as two fixed product bundles but
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is being decoupled from the public offering (see `TODO.md`): which stack a client actually gets
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is a decision made **with the client**, case-by-case, and recorded on their `clients` row
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(`tier`, `stack_notes`) — it's no longer baked into the demos. In practice, **booking has already
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converged on one shared self-hosted service** (Easy!Appointments, see `deploy/booking/`) used for
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every client regardless of tier.
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## Repository layout
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```
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Documentation.md Full architecture / component reference — start here for "how it works"
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backoffice/ Postgres CRM + Flask API + operator dashboard (the source of truth)
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deploy/
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clients/ One isolated nginx stack per signed client + new-client.sh scaffolder
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booking/ Shared Easy!Appointments booking service (all clients)
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smb-demos/ Public demo/preview hosting (Apache)
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backup/ Daily Postgres backup script (cron on the homelab)
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n8n/ Exported n8n workflows (lead-intake, onboarding, booking-sync, renewal-reminder)
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playbooks/ Operator playbooks (outreach, lead-to-customer, tier-a, tier-b)
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templates/landing/ Landing-page demos + client preview pages
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demo-tier-a/ "Schnittpunkt" barbershop demo
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demo-tier-b/ "PhysioVital" physio practice demo
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demo-pizzeria/ "Bella Napoli" pizzeria demo w/ online ordering
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templates/onboarding/ Internal "create client" form → n8n onboarding workflow
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```
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## View the demos
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They are self-contained HTML — open directly:
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```bash
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xdg-open templates/landing/demo-tier-a/index.html # barbershop
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xdg-open templates/landing/demo-tier-b/index.html # physio practice
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xdg-open templates/landing/demo-pizzeria/index.html # pizzeria / online ordering
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```
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Or serve them all with the chooser page:
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```bash
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python3 -m http.server 8080 --directory templates/landing
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# → http://localhost:8080/ (links to all three demos)
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```
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Lead/callback forms POST live to the n8n `lead-intake` webhook; booking widgets link to the
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shared Easy!Appointments instance. Nothing here is stubbed anymore — see `Documentation.md` §4.5
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for the full workflow wiring.
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## Phases (status)
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Tracked against actual repo state — see `Documentation.md` for what backs each checkmark.
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- [x] **Phase 1** — Demo landing pages
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- [x] **Phase 2** — Accounts & setup: Google account + workbook, n8n live, Google creds bound,
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Vaultwarden (`clients.vault_ref`), domain (wildcard `*.mivanchenko.de`)
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- [x] **Phase 3** — CRM (Postgres-only, no Sheets mirror) + n8n lead-intake & renewal workflows
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- [x] **Phase 4** — Demo forms + booking wired live to n8n webhooks (lead-intake, booking-sync)
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- [ ] **Phase 5** — First real client + reception v1 — onboarding automation and per-client
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deploy tooling exist and are exercised (`deploy/clients/`); not verifiable from the repo
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alone whether a paying client is live
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- [ ] **Phase 6** — AI receptionist (Claude Haiku 4.5) — not started
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## ⚠️ Before going live (legal — not legal advice)
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Operator is in an Ausbildung as Cloud Engineer at NETWAYS. This offering deliberately **stays out
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of NETWAYS's lane** (no managed cloud hosting / monitoring / OpenStack/K8s hosting for clients).
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Before taking paying clients: (1) check the Ausbildungsvertrag for a `Nebentätigkeit` clause and
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get **written employer approval** if required; (2) `Gewerbeanmeldung` + Kleinunternehmerregelung
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(§19 UStG) once revenue starts; (3) confirm with the IHK / a Steuerberater if unsure.
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