bellsystems-cp/.claude/crm-step-01.md

CRM Step 01 — Backend: Module Scaffold + Products CRUD

Context

Read .claude/crm-build-plan.md first for full data models, conventions, and IMPORTANT NOTES.

Task

Create the backend/crm/ module with Products CRUD. This is the first CRM backend step.

What to build

1. backend/crm/__init__.py — empty

2. backend/crm/models.py

Pydantic models for Products:

• ProductCosts — pcb, components, enclosure, labor_hours, labor_rate, shipping_in, total (all float/int, all optional)
• ProductStock — on_hand, reserved, available (int, defaults 0)
• ProductCategory enum — controller, striker, clock, part, repair_service
• ProductCreate — name, sku (optional), category, description (optional), price (float), currency (default "EUR"), costs (ProductCosts optional), stock (ProductStock optional), nextcloud_folder (optional), linked_device_type (optional), active (bool default True)
• ProductUpdate — all fields Optional
• ProductInDB — extends ProductCreate + id (str), created_at (str), updated_at (str)
• ProductListResponse — products: List[ProductInDB], total: int

3. backend/crm/service.py

Firestore collection: crm_products Functions:

• list_products(search=None, category=None, active_only=False) -> List[ProductInDB]
• get_product(product_id) -> ProductInDB — raises HTTPException 404 if not found
• create_product(data: ProductCreate) -> ProductInDB — generates UUID id, sets created_at/updated_at to ISO now
• update_product(product_id, data: ProductUpdate) -> ProductInDB — partial update (only set fields), updates updated_at
• delete_product(product_id) -> None — raises 404 if not found

4. backend/crm/router.py

Prefix: /api/crm/products, tag: crm-products All routes require require_permission("crm", "view") for GET, require_permission("crm", "edit") for POST/PUT/DELETE.

• GET / → list_products (query params: search, category, active_only)
• GET /{product_id} → get_product
• POST / → create_product
• PUT /{product_id} → update_product
• DELETE /{product_id} → delete_product

5. Register in backend/main.py

Add: from crm.router import router as crm_products_router Add: app.include_router(crm_products_router) (after existing routers)

Notes

• Use uuid.uuid4() for IDs
• Use datetime.utcnow().isoformat() for timestamps
• Follow exact Firestore pattern from backend/devices/service.py
• No new pip dependencies needed