update: Major Overhaul to all subsystems

.claude/crm-step-09.md

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+# CRM Step 09 — Integration: Nextcloud WebDAV
+
+## Context
+Read `.claude/crm-build-plan.md` for full context and IMPORTANT NOTES.
+Steps 01–08 must be complete.
+
+## Task
+Connect the console to Nextcloud via WebDAV so that:
+1. Files in a customer's Nextcloud folder are listed in the Media tab automatically
+2. Uploading a file from the console sends it to Nextcloud
+3. Files can be downloaded/previewed via a backend proxy
+
+## Backend changes
+
+### 1. Add Nextcloud settings to `backend/config.py`
+```python
+nextcloud_url: str = "https://nextcloud.bonamin.gr"            # e.g. https://cloud.example.com
+nextcloud_email: str = "bellsystems.gr@gmail.com"
+nextcloud_username: str = "bellsystems-console"
+nextcloud_password: str = "ydE916VdaQdbP2CQGhD!"
+nextcloud_app_password: str = "rtLCp-NCy3y-gNZdg-38MtN-r8D2N"
+nextcloud_base_path: str = "BellSystems"   # root folder inside Nextcloud
+```
+
+### 2. Create `backend/crm/nextcloud.py`
+WebDAV client using `httpx` (already available). Functions:
+
+```python
+async def list_folder(nextcloud_path: str) -> List[dict]:
+    """
+    PROPFIND request to Nextcloud WebDAV.
+    Returns list of {filename, path, mime_type, size, last_modified, is_dir}
+    Parse the XML response (use xml.etree.ElementTree).
+    URL: {nextcloud_url}/remote.php/dav/files/{username}/{nextcloud_base_path}/{nextcloud_path}
+    """
+
+async def upload_file(nextcloud_path: str, filename: str, content: bytes, mime_type: str) -> str:
+    """
+    PUT request to upload file.
+    Returns the full nextcloud_path of the uploaded file.
+    """
+
+async def download_file(nextcloud_path: str) -> tuple[bytes, str]:
+    """
+    GET request. Returns (content_bytes, mime_type).
+    """
+
+async def delete_file(nextcloud_path: str) -> None:
+    """
+    DELETE request.
+    """
+```
+
+Use HTTP Basic Auth with nextcloud_username/nextcloud_password.
+If nextcloud_url is empty string, raise HTTPException 503 "Nextcloud not configured".
+
+### 3. Add to `backend/crm/router.py`
+
+**Media/Nextcloud endpoints:**
+
+`GET /api/crm/nextcloud/browse?path=05_Customers/FOLDER`
+→ calls `list_folder(path)`, returns file list
+
+`GET /api/crm/nextcloud/file?path=05_Customers/FOLDER/photo.jpg`
+→ calls `download_file(path)`, returns `Response(content=bytes, media_type=mime_type)`
+→ This is the proxy endpoint — frontend uses this to display images
+
+`POST /api/crm/nextcloud/upload`
+→ accepts `UploadFile` + form field `nextcloud_path` (destination folder)
+→ calls `upload_file(...)`, then calls `create_media(...)` to save the metadata record
+→ returns the created `MediaInDB`
+
+`DELETE /api/crm/nextcloud/file?path=...`
+→ calls `delete_file(path)`, also deletes the matching `crm_media` record if found
+
+## Frontend changes
+
+### Update Media tab in `CustomerDetail.jsx`
+- On load: if `customer.nextcloud_folder` is set, fetch `GET /api/crm/nextcloud/browse?path={customer.nextcloud_folder}` and merge results with existing `crm_media` records. Show files from both sources — deduplicate by nextcloud_path.
+- Image files: render as `<img src="/api/crm/nextcloud/file?path=..." />` via the proxy endpoint
+- Other files: show as a download link hitting the same proxy endpoint
+- Upload button: file picker → POST to `/api/crm/nextcloud/upload` with file + destination path (default to customer's Sent Media subfolder)
+- Show upload progress indicator
+
+### Update Media tab in `CustomerDetail.jsx` — subfolder selector
+When uploading, let user choose subfolder: "Sent Media" | "Received Media" | "Internal" (maps to direction field too)
+
+## Notes
+- `httpx` is likely already in requirements. If not, add it: `httpx>=0.27.0`
+- PROPFIND response is XML (DAV namespace). Parse `D:response` elements, extract `D:href` and `D:prop` children.
+- The proxy approach means the VPS never stores files — it just streams them through from Nextcloud
+- nextcloud_base_path in config allows the root to be `BellSystems` so paths in DB are relative to that root