mivanchenko
a04ad82e73
- Demo bars now read "Beispielseite · So könnte Ihr Online-Auftritt aussehen" (was "Tier A (Google-Stack)" / "Tier B (Self-Hosted)" / "für Gäste"). - Booking widgets relabelled generic: "Online-Terminbuchung" / "Sichere Buchung" (dropped Google Kalender + branded dots, Cal.com, self-hosted). - Removed Tier/Google/Cal.com refs from rendered copy AND HTML comments. - Demo booking dates now render on the current week via JS (no stale dates). - TODO.md: tick off completed items; add onboard back-office (Leads/Clients CRUD). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
52 lines
3.4 KiB
Markdown
52 lines
3.4 KiB
Markdown
# TODO / Backlog
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## Rethink the tier model — decouple tier from business type
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**Goal:** tiers should NOT be tied to a kind of business. Which "tier" (and whether a
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client's site is self-hosted or runs on Google's free services) is a decision made
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**between me and the client**, case by case — not something baked into a demo.
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Implications to work through:
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- [x] **Demos are stack-agnostic starters.** ~~Drop tier/stack labels and jargon (self-hosted,
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Cal.com, Google-Stack, "≈ 0 €") from the public-facing demos & chooser.~~ DONE 2026-06-25:
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chooser reworded; all three demo pages neutralised — demo bars now read "Beispielseite · So
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könnte Ihr Online-Auftritt aussehen", booking widgets relabelled to generic
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"Online-Terminbuchung"/"Sichere Buchung", Google-Kalender/Cal.com/self-hosted/Tier labels
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removed from rendered copy *and* HTML comments, demo booking dates now render on the current
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week via JS so nothing looks stale.
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- [ ] After a client signs, **I decide hosting**: self-host the page on the homelab, or stand it
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up on the client's free Google account. The CRM already has `tier` + `stack_notes` columns
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to record that decision per client.
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- [ ] Revisit the `Clients.tier` field semantics: keep A/B as an internal effort/price band, or
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replace with something hosting-agnostic (e.g. `hosting = google | selfhosted`, `plan = …`).
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- [ ] Onboarding form + workflow currently ask for Tier A/B — realign once the model is settled.
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## Onboard dashboard → manage Leads & Clients (CRUD)
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The operator onboarding page (https://onboard.mivanchenko.de) currently only **creates** records.
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Extend it into a small back-office where I can **read, edit, delete and add** both Leads and
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Clients directly:
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- [ ] **Read:** pull and list the current `Leads` and `Clients` rows (via n8n webhook → Sheets
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`values.get`, or Sheets API) in a clean table on the onboard page.
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- [ ] **Add:** new Lead / new Client manually (Clients add already exists via the onboarding form;
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add a lighter "new lead" form too).
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- [ ] **Edit:** update a row in place (e.g. change a lead's status, fix a client's fee/renewal).
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- [ ] **Delete:** cleanly remove a row (Sheets `deleteDimension`), so test/junk rows don't pile up
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— replaces the current scratchpad `del_rows.py`/`del_lead.py` manual cleanup.
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- [ ] Stays behind the existing Caddy basic-auth (operator-only; these are billable/CRM records).
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- [ ] Needs new n8n webhooks (list/update/delete) keyed by `lead_id` / `client_id`.
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## Other
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- [ ] Harden n8n auth: compose still has deprecated `N8N_BASIC_AUTH_*` with password `password`
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(legacy/ignored by modern n8n owner-login). Confirm the owner account is strong; remove the
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dead env.
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- [ ] Orders: the pizzeria demo posts orders into the `Leads` tab via the lead-intake webhook as a
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stop-gap. Build a proper **Orders** flow + sheet tab (items, total, mode, status) when the
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order-management product is real.
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- [ ] Booking-sync workflow (Tier-B Cal.com webhook + Tier-A Google Calendar poll).
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## Done
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- [x] 2026-06-25 — Latency fix (n8n executions 1–4 min → ~6 s; DNS + PostHog telemetry).
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- [x] 2026-06-25 — Chooser reworded to client-friendly, jargon-free copy.
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- [x] 2026-06-25 — Pizzeria demo with online ordering added.
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- [x] 2026-06-25 — Barbershop "Google Kalender" dot-overlap styling fixed.
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- [x] 2026-06-25 — All three demo pages neutralised (stack-agnostic, non-stale dates).
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