Add database initialization and seeding documentation

- Add comprehensive "Database Initialization & Seeding" section to CLAUDE.md - Document all 10 steps for fresh database setup - Include Activepieces platform initialization steps - Document seed commands for billing, demo data, automation templates - Add quick reference section with all commands - Update Activepieces platform/project IDs after fresh setup 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 02:34:12 -05:00
parent 2cf156ad36
commit da508da398
2 changed files with 212 additions and 2 deletions
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -539,6 +539,216 @@ docker compose -f docker-compose.local.yml logs django --tail=100
 curl -s "http://lvh.me:8000/api/resources/" | jq
 ```

+## Database Initialization & Seeding
+
+When resetting the database or setting up a fresh environment, follow these steps in order.
+
+### Step 1: Reset Database (if needed)
+
+```bash
+cd /home/poduck/Desktop/smoothschedule/smoothschedule
+
+# Stop all containers and remove volumes (DESTRUCTIVE - removes all data)
+docker compose -f docker-compose.local.yml down -v
+
+# Start services fresh
+docker compose -f docker-compose.local.yml up -d
+```
+
+### Step 2: Create Activepieces Database
+
+The Activepieces service requires its own database:
+
+```bash
+docker compose -f docker-compose.local.yml exec postgres psql -U FDuVLuQjfpYzGizTmaTavMcaimqpCMRM -d postgres -c "CREATE DATABASE activepieces;"
+```
+
+### Step 3: Initialize Activepieces Platform
+
+Create the initial Activepieces admin user (this auto-creates the platform):
+
+```bash
+curl -s -X POST http://localhost:8090/api/v1/authentication/sign-up \
+  -H "Content-Type: application/json" \
+  -d '{"email":"admin@smoothschedule.com","password":"Admin123!","firstName":"Admin","lastName":"User","newsLetter":false,"trackEvents":false}'
+```
+
+**IMPORTANT:** Update `.envs/.local/.activepieces` with the returned IDs:
+- `AP_PLATFORM_ID` - from the `platformId` field in response
+- `AP_DEFAULT_PROJECT_ID` - from the `projectId` field in response
+
+Then restart containers to pick up new IDs:
+```bash
+docker compose -f docker-compose.local.yml restart activepieces django
+```
+
+### Step 4: Run Django Migrations
+
+```bash
+docker compose -f docker-compose.local.yml exec django python manage.py migrate
+```
+
+### Step 5: Seed Billing Catalog
+
+Creates subscription plans (free, starter, growth, pro, enterprise):
+
+```bash
+docker compose -f docker-compose.local.yml exec django python manage.py billing_seed_catalog
+```
+
+### Step 6: Seed Demo Data
+
+Run the reseed_demo command to create the demo tenant with sample data:
+
+```bash
+docker compose -f docker-compose.local.yml exec django python manage.py reseed_demo
+```
+
+This creates:
+- **Tenant:** "Serenity Salon & Spa" (subdomain: `demo`)
+- **Pro subscription** with pink theme branding
+- **Staff:** 6 stylists/therapists with salon/spa themed names
+- **Services:** 12 salon/spa services (haircuts, coloring, massages, facials, etc.)
+- **Resources:** 4 treatment rooms
+- **Customers:** 20 sample customers
+- **Appointments:** 100 appointments respecting business hours (9am-5pm Mon-Fri)
+
+### Step 7: Create Platform Test Users
+
+The DevQuickLogin component expects these users with password `test123`:
+
+```bash
+docker compose -f docker-compose.local.yml exec django python manage.py shell -c "
+from smoothschedule.identity.users.models import User
+
+# Platform users (public schema)
+users_data = [
+    ('superuser@platform.com', 'Super User', 'superuser', True, True),
+    ('manager@platform.com', 'Platform Manager', 'platform_manager', True, False),
+    ('sales@platform.com', 'Sales Rep', 'platform_sales', True, False),
+    ('support@platform.com', 'Support Agent', 'platform_support', True, False),
+]
+
+for email, name, role, is_staff, is_superuser in users_data:
+    user, created = User.objects.get_or_create(
+        email=email,
+        defaults={
+            'username': email,
+            'name': name,
+            'role': role,
+            'is_staff': is_staff,
+            'is_superuser': is_superuser,
+            'is_active': True,
+        }
+    )
+    if created:
+        user.set_password('test123')
+        user.save()
+        print(f'Created: {email}')
+    else:
+        print(f'Exists: {email}')
+"
+```
+
+### Step 8: Seed Automation Templates
+
+Seeds 8 automation templates to the Activepieces template gallery:
+
+```bash
+docker compose -f docker-compose.local.yml exec django python manage.py seed_automation_templates
+```
+
+Templates created:
+- Appointment Confirmation Email
+- SMS Appointment Reminder
+- Staff Notification - New Booking
+- Cancellation Confirmation Email
+- Thank You + Google Review Request
+- Win-back Email Campaign
+- Google Calendar Sync
+- Webhook Notification
+
+### Step 9: Provision Activepieces Connections
+
+Creates SmoothSchedule connections in Activepieces for all tenants:
+
+```bash
+docker compose -f docker-compose.local.yml exec django python manage.py provision_ap_connections --force
+```
+
+### Step 10: Provision Default Flows
+
+Creates the default email automation flows for each tenant:
+
+```bash
+docker compose -f docker-compose.local.yml exec django python manage.py shell -c "
+from smoothschedule.identity.core.models import Tenant
+from smoothschedule.identity.core.signals import _provision_default_flows_for_tenant
+
+for tenant in Tenant.objects.exclude(schema_name='public'):
+    print(f'Provisioning default flows for: {tenant.name}')
+    _provision_default_flows_for_tenant(tenant.id)
+print('Done!')
+"
+```
+
+Default flows created per tenant:
+- `appointment_confirmation` - Confirmation email when appointment is booked
+- `appointment_reminder` - Reminder based on service settings
+- `thank_you` - Thank you email after final payment
+- `payment_deposit` - Deposit payment confirmation
+- `payment_final` - Final payment confirmation
+
+### Quick Reference: All Seed Commands
+
+```bash
+cd /home/poduck/Desktop/smoothschedule/smoothschedule
+
+# 1. Create Activepieces database
+docker compose -f docker-compose.local.yml exec postgres psql -U FDuVLuQjfpYzGizTmaTavMcaimqpCMRM -d postgres -c "CREATE DATABASE activepieces;"
+
+# 2. Run migrations
+docker compose -f docker-compose.local.yml exec django python manage.py migrate
+
+# 3. Seed billing plans
+docker compose -f docker-compose.local.yml exec django python manage.py billing_seed_catalog
+
+# 4. Seed demo tenant with data
+docker compose -f docker-compose.local.yml exec django python manage.py reseed_demo
+
+# 5. Seed automation templates
+docker compose -f docker-compose.local.yml exec django python manage.py seed_automation_templates
+
+# 6. Provision Activepieces connections
+docker compose -f docker-compose.local.yml exec django python manage.py provision_ap_connections --force
+
+# 7. Provision default flows (run in Django shell - see Step 10 above)
+```
+
+### Verifying Setup
+
+After seeding, verify everything is working:
+
+```bash
+# Check all services are running
+docker compose -f docker-compose.local.yml ps
+
+# Check Activepieces health
+curl -s http://localhost:8090/api/v1/health
+
+# Test login
+curl -s http://api.lvh.me:8000/auth/login/ -X POST \
+  -H "Content-Type: application/json" \
+  -d '{"email":"owner@demo.com","password":"test123"}'
+
+# Check flows exist in Activepieces
+docker compose -f docker-compose.local.yml exec postgres psql -U FDuVLuQjfpYzGizTmaTavMcaimqpCMRM -d activepieces -c "SELECT id, status FROM flow;"
+```
+
+Access the application at:
+- **Demo tenant:** http://demo.lvh.me:5173
+- **Platform:** http://platform.lvh.me:5173
+
 ## Git Branch
 Currently on: `feature/platform-superuser-ui`
 Main branch: `main`
--- a/smoothschedule/.envs/.local/.activepieces
+++ b/smoothschedule/.envs/.local/.activepieces
@@ -10,8 +10,8 @@ AP_JWT_SECRET=aa8b396f27cee3d5d07961ca194e69889db699000bd998317b18402ad3358429
 AP_ENCRYPTION_KEY=623d1d2592c77b81d16b060446288b32

 # Project/Platform IDs (from Activepieces setup - visible in URL when logged in)
-AP_DEFAULT_PROJECT_ID=bbwbSJskSKWTVSIJvvmrQ
-AP_PLATFORM_ID=oOtq0ptJzbmMgzGn0RcU8
+AP_DEFAULT_PROJECT_ID=gbbRHAUGBSXj9tzTxg6in
+AP_PLATFORM_ID=gEUao9SVJyQZtWX1Mu8Rz

 # Database (using same PostgreSQL as SmoothSchedule)
 AP_POSTGRES_HOST=postgres