CRM System (SPA + REST API)

A full-featured CRM platform for small and medium-sized businesses to manage:

• Authentication & RBAC (ADMIN, MANAGER, VIEWER)
• Customers (CRUD + interaction history)
• Deals (CRUD + comments + pipeline stages)
• Sales pipeline (Kanban drag-and-drop in UI)
• Tasks (assignment, deadlines, status)
• Analytics dashboard (conversion, revenue, manager performance)
• Activity log / audit trail

Tech Stack

• Frontend: React + TypeScript, Redux Toolkit, Material UI, Axios, React Router, dnd-kit, Recharts
• Backend: Node.js + Express + TypeScript, JWT, Zod validation, rate limiting, Swagger
• Database: PostgreSQL + Prisma ORM
• DevOps: Docker + Docker Compose, environment-based configuration

Quick Start

With Docker (recommended)

cp .env.example .env
docker compose up --build -d

• Frontend: http://localhost:5173
• Backend API: http://localhost:4000/api/v1
• Swagger docs: http://localhost:4000/docs

Local

See docs/deployment-guide.md.

Seeded Demo Accounts

After backend seed:

• admin@crm.local / ChangeMe123!
• manager@crm.local / ChangeMe123!
• viewer@crm.local / ChangeMe123!

Documentation Deliverables

• System architecture: docs/architecture.md
• ER diagram: docs/er-diagram.md
• Folder structure: docs/folder-structure.md
• API endpoints: docs/api-endpoints.md
• Key module snippets: docs/key-modules.md
• Deployment guide: docs/deployment-guide.md