update: Major Overhaul to all subsystems

.claude/crm-step-02.md

@@ -0,0 +1,61 @@
+# CRM Step 02 — Backend: Customers CRUD
+
+## Context
+Read `.claude/crm-build-plan.md` first for full data models, conventions, and IMPORTANT NOTES.
+Step 01 must be complete (`backend/crm/` module exists).
+
+## Task
+Add Customers models, service, and router to `backend/crm/`.
+
+## What to build
+
+### 1. Add to `backend/crm/models.py`
+
+**Contact entry:**
+- `ContactType` enum — email, phone, whatsapp, other
+- `CustomerContact` — type (ContactType), label (str, e.g. "personal"/"church"), value (str), primary (bool default False)
+
+**Note entry:**
+- `CustomerNote` — text (str), by (str), at (str ISO datetime)
+
+**Owned items (3 tiers):**
+- `OwnedItemType` enum — console_device, product, freetext
+- `OwnedItem`:
+  - type: OwnedItemType
+  - For console_device: device_id (Optional[str]), label (Optional[str])
+  - For product: product_id (Optional[str]), product_name (Optional[str]), quantity (Optional[int]), serial_numbers (Optional[List[str]])
+  - For freetext: description (Optional[str]), serial_number (Optional[str]), notes (Optional[str])
+
+**Location:**
+- `CustomerLocation` — city (Optional[str]), country (Optional[str]), region (Optional[str])
+
+**Customer models:**
+- `CustomerCreate` — name (str), organization (Optional[str]), contacts (List[CustomerContact] default []), notes (List[CustomerNote] default []), location (Optional[CustomerLocation]), language (str default "el"), tags (List[str] default []), owned_items (List[OwnedItem] default []), linked_user_ids (List[str] default []), nextcloud_folder (Optional[str])
+- `CustomerUpdate` — all fields Optional
+- `CustomerInDB` — extends CustomerCreate + id, created_at, updated_at
+- `CustomerListResponse` — customers: List[CustomerInDB], total: int
+
+### 2. Add to `backend/crm/service.py`
+Firestore collection: `crm_customers`
+Functions:
+- `list_customers(search=None, tag=None) -> List[CustomerInDB]`
+  - search matches against name, organization, and any contact value
+- `get_customer(customer_id) -> CustomerInDB` — 404 if not found
+- `create_customer(data: CustomerCreate) -> CustomerInDB`
+- `update_customer(customer_id, data: CustomerUpdate) -> CustomerInDB`
+- `delete_customer(customer_id) -> None`
+
+### 3. Add to `backend/crm/router.py`
+Add a second router or extend existing file with prefix `/api/crm/customers`:
+- `GET /` — list_customers (query: search, tag)
+- `GET /{customer_id}` — get_customer
+- `POST /` — create_customer
+- `PUT /{customer_id}` — update_customer
+- `DELETE /{customer_id}` — delete_customer
+
+Register this router in `backend/main.py` alongside the products router.
+
+## Notes
+- OwnedItem is a flexible struct — store all fields, service doesn't validate which fields are relevant per type (frontend handles that)
+- linked_user_ids are Firebase Auth UIDs (strings) — no validation needed here, just store them
+- Search in list_customers: do client-side filter after fetching all (small dataset)