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simple-pos-system/PLANS AND STRATEGIES/CLAUDE_CODE_INSTRUCTIONS.md

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Claude Code — Session Instructions

This file is your starting point for every Claude Code session on this project. Paste it (or reference it) at the start of each session to give Claude Code full context.

Project Summary

We are building a local-first restaurant POS system. Full architecture and specs live in the PLANS AND STRATEGIES/ folder. Always read the relevant guide file before starting work on any component. For a complete picture of the entire system read PROJECT_REFERENCE.md.

Guide Files

  • 00_PROJECT_OVERVIEW.md — Architecture, stack, build order
  • 01_LOCAL_BACKEND.md — FastAPI backend spec
  • 02_WAITER_PWA.md — Waiter-facing PWA spec
  • 03_MANAGER_DASHBOARD.md — Manager web app spec
  • 04_CLOUD_BACKEND.md — Cloud licensing backend spec
  • 05_SYSADMIN_PANEL.md — Sysadmin cloud panel spec
  • TESTING_CHECKLIST.md — End-to-end testing guide (step-by-step)
  • PROJECT_REFERENCE.md — Master reference: full system description, wiring, all env vars

Git Workflow

  • The project uses git. Commit after every meaningful milestone (e.g. after scaffolding a phase, after a feature is working, after a bug fix).
  • Always commit before starting a new phase or major refactor.
  • Keep commit messages short and descriptive. No co-author lines needed.
  • Never commit .env, *.db, or license_state.json — they are in .gitignore.

Ground Rules for Claude Code

  1. Read the guide before writing code. Each guide has schema, endpoints, and UX specs. Follow them.
  2. Local backend first. Nothing else can be built or tested without it.
  3. Ask before deviating. If something in the spec seems wrong or ambiguous, ask — don't invent.
  4. Keep business logic in the backend. Frontends are display + interaction only.
  5. Never store sensitive data in frontend localStorage beyond token + username.
  6. All prices are stored and calculated on the backend. Frontend only displays them.
  7. The unit_price on order_items is a snapshot — it must be copied from the product price at the time of ordering, not referenced dynamically.
  8. Printer failures must never block order saves. Log and continue.

Current Build Phase

All 5 phases are built. Now in testing / polish. Phase 1: Local Backend — [x] Complete. Smoke tested. Phase 2: Waiter PWA — [x] Complete. Smoke tested end-to-end. Phase 3: Manager Dashboard — [x] Complete. Scaffolded and smoke tested. Known rough edges remain. Phase 4: Cloud Backend — [x] Complete. Built, not yet smoke tested end-to-end with a real site. Phase 5: Sysadmin Panel — [x] Complete. Built, not yet smoke tested.

Phase 2 Known Issues & Fixes Applied

  • OrderItemOut schema now includes product { id, name } via ProductNameOut — required for item names to show correctly in the PWA.
  • OrderOut schema now includes waiters: List[OrderWaiterOut] — required for isMyOrder check on the frontend.
  • Close order button is enabled when there are zero active items (not just when all are paid) — allows closing an empty order.
  • Printing silently skips items with no printer_zone_id — expected. Printer zones are assigned in Phase 3 (Manager Dashboard). No code change needed.
  • selected_options and removed_ingredients on OrderItemInput now accept List[dict] from the PWA (name+price_delta objects and name strings respectively), stored as JSON in the DB. The printer service reads them as raw JSON — modifier names print correctly.

Phase 3 — What Was Built

  • Manager Dashboard: React+Vite, TailwindCSS, React Query, react-hot-toast. Port 5174.
  • Pages: Login (PIN pad, manager/sysadmin only), Dashboard (live table grid, 30s polling), OrderDetailPage (full actions), ProductsPage, WaitersPage, TablesPage, ReportsPage, SettingsPage.
  • Docker Compose service added.

Phase 3 Known Issues & Fixes Applied

  • isMyOrder was always false after page reload — fixed: AuthRehydrator fetches /auth/me on app load to rehydrate user from token.
  • OrderItemInput schema mismatch fixed: backend now accepts selected_options as List[{id, name, price_delta}] objects (not int IDs).
  • Blocked waiter now force-logged out of PWA on next request (401 interceptor).
  • opt.price_delta fixed to read opt.extra_cost from backend schema.
  • GET /api/products/?all=true added for manager to see unavailable products (greyed out, not hidden).
  • PUT /api/products/{id} now replaces options, ingredients, and preference_sets.
  • New: ProductPreferenceSet + ProductPreferenceChoice models (exclusive-choice per product).
  • New: Product image upload — POST /api/products/{id}/image, stored at /app/data/product_images, served as static files. Docker volume: ./data/product_images:/app/data/product_images.
  • New: TableGroup model + endpoints (/api/tables/groups). Tables have group_id FK.
  • New: DELETE /api/tables/{id}?hard=true for permanent delete vs deactivate.
  • New: POST /api/tables/batch for bulk table creation with prefix + count.
  • New: POST /api/auth/me endpoint.
  • Auto-migration on startup adds new columns to existing SQLite DB without dropping data.

Phase 3 Known Remaining Issues (to revisit)

  • Some PWA/manager interactions still have rough edges — to be addressed in a dedicated polish pass.
  • Product image upload requires the product to already exist (no upload on creation, only on edit).

Phase 4 — What Was Built

  • Cloud Backend: FastAPI, SQLite (dev) / PostgreSQL (prod), JWT auth. Port 8001.
  • Endpoints: POST /api/auth/login, GET|POST|PUT|DELETE /api/sites/:id, lock/unlock actions, POST /api/heartbeat/.
  • Admin account seeded from env vars on first startup (ADMIN_USERNAME, ADMIN_PASSWORD).
  • Heartbeat: local backend posts every 6 hours with X-Site-ID + X-Site-Key headers; cloud returns license status.
  • cloud_sync.py in local backend runs as background asyncio task, persists state to license_state.json.
  • Grace period: if cloud unreachable, local backend continues operating for LICENSE_GRACE_HOURS (default 24h).
  • Docker Compose service: cloud_backend, depends on nothing, data volume at ./data/cloud.

Phase 5 — What Was Built

  • Sysadmin Panel: React+Vite, TailwindCSS, dark theme, cyan accent. Port 5175.
  • Points to cloud backend (VITE_CLOUD_URL), NOT the local backend.
  • Pages: LoginPage (username+password), SitesPage (card grid, 30s polling, summary counts), SiteDetailPage (lock/unlock/extend license/delete with confirmation modals), RegisterSitePage (form + one-time secret key display with copy button).
  • Token stored as sysadmin_token in localStorage (separate key from manager dashboard).
  • Docker Compose service: sysadmin_panel, depends on cloud_backend.

Dev Data (seeded / created during development)

  • Tables 1–6 exist in local DB
  • Category "food" (id=1) + arakas product from Phase 1 smoke test
  • Categories: Ποτά, Σαλάτες, Κυρίως — 3 products each
  • Printer zones assignable via ProductsPage in Manager Dashboard
  • Cloud DB: admin sysadmin / changeme seeded on first startup

Environment Variables (current actual values)

Local Backend (local_backend/.env)

SITE_ID=<from sysadmin panel site registration>
SITE_KEY=<secret key shown once at registration>
CLOUD_URL=http://cloud_backend:8001
SECRET_KEY=<long random string>
LICENSE_GRACE_HOURS=24

Waiter PWA (waiter_pwa/.env)

VITE_API_URL=http://<local-machine-ip>:8000

Manager Dashboard (manager_dashboard/.env)

VITE_API_URL=http://<local-machine-ip>:8000

Cloud Backend (cloud_backend/.env)

SECRET_KEY=<long random string — different from local>
DATABASE_URL=sqlite:////app/data/cloud.db
ACCESS_TOKEN_EXPIRE_MINUTES=60
ADMIN_USERNAME=sysadmin
ADMIN_PASSWORD=<your password>

Sysadmin Panel (sysadmin_panel/.env)

VITE_CLOUD_URL=http://localhost:8001

Ports

Service Port
Local Backend 8000
Cloud Backend 8001
Waiter PWA 5173
Manager Dashboard 5174
Sysadmin Panel 5175
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